Commit Graph
264 Commits
Author SHA1 Message Date
DottaandPaperclip 59da15066a feat(runner): deliver native Kimi Code (#18391)
Deliver native Kimi Code setup, exact models, scoped credentials, verified packages and runtime packs. Preserve current upstream release attestations and restore verified same-run remote retry dispatch without weakening process ownership.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-30 22:26:15 -05:00
DottaandPaperclip 8f822bfcf7 fix(cloud): persist configuration and load release-image packages (#18335)
Land the approved Cloud configuration and release-image package stack.

Includes the separately reviewed adapter settings (#18335), external adapters (#18333), bundled plugins (#18336), startup configuration (#18339), and migration/package checks (#18341).

Includes the final image-owned loader and linked-dependency inventory corrections.

Verified stack head: 462716170d.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-30 19:21:33 +00:00
DottaandPaperclip 61bd4ac691 feat(agents): set up Antigravity with saved Google subscriptions (#18189)
## Thinking Path

> - Paperclip manages agents and their work.
> - Users choose providers and managed accounts while adding agents.
> - Antigravity was missing from the ordinary additional-agent picker
and its saved Google path did not complete native readiness.
> - A user needs a successful Test, an enabled task action, and a stable
account binding.
> - This pull request connects the ordinary setup flow to the native
candidate.
> - It also preserves retired credential refreshes across database
failures and server restarts.

## Linked Issues or Issue Description

Built on merged #18188 and #18187. Refs: #12503, #14938 for related
legacy CLI proposals.

**Agent or provider**

Google Antigravity ACP 1.4.3.

**Why this adapter is useful**

Users need to set up an Antigravity agent and run real work through
their managed Google subscription.

**How the agent is invoked**

Native Paperclip Runner uses the pinned Antigravity ACP runtime. Exact
operator admission remains required; the local candidate result does not
enable general release.

## What Changed

- Show Google Antigravity in the ordinary adapter grid and preserve the
draft choice when setup resumes.
- Reuse the same user’s saved personal default Google subscription and
discover the exact low model through the native account.
- Run a prompt-free native Test and wait for authoritative readiness
before enabling task assignment.
- Carry the managed account through native runs and recover retired
refreshes through the existing encrypted, fsynced journal with exact
generation checks.
- Retain the latest rotated credential through verification, storage,
and partial home-removal failures. Retry the exact account’s retained
cleanup before another provider use.
- Reconcile cleanup before taking the credential mutation lock, fence
owners arriving during lock acquisition, and support nested lock holders
without a join cycle.
- Bound sign-in retirement outside database transactions and preserve
claims for the existing cleanup owner; one pending sign-in does not
block unrelated accounts.
- Cover Gemini and Pi API-key recovery, keep API-key bulk manual-model
editing usable, and keep adapter discovery available after candidate
expiry.
- Skip taskless native timer work before run or credential admission.
Preserve current master monitor and deadline scheduling.

## Verification

- The registered local saved-Google-subscription journey passed all 16
matchers in 196,520 ms using eval source `12aba` against actual serving
source `4a37ee7c`. Both turns stayed in one conversation, produced exact
downloaded files of 61 and 119 bytes after reload, and used distinct
native primary processes. All observed owners retired, leases released,
and credential fences settled. Independent readback confirmed Done work,
no active owned runs, a connected saved account, and the retained agent
paused for inspection.
- The measured runtime is production-equivalent to pre-restack
`65ef31dc` except its test-only transport fixture correction.
Current-master head `ff7c9249` preserves all 99 product paths: 98 exact
blobs and only eight inherited plugin-panel lines in `agents.ts`. Its
native binary was rebuilt for inherited Codex-only diagnostic changes;
the changed Rust behavior is outside Antigravity's ACPX execution path.
Shared native/UI changes have focused regression coverage. The recorded
live result is not represented as a measured replay of `ff7c9249`.
- Full workspace build and typecheck passed on `ff7c9249`. All 376
focused tests in 14 files passed, covering Google credential/retirement
controls and the inherited native-tool, redaction, route, and UI
recovery changes. Token gates, maps, and diff checks passed. The
required-close fixture was separately demonstrated red, then passed all
317 selected provider-wiring cases.
- [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40959387972)
is green: 55 successful checks, two skipped workflow checks, and an
optional neutral review check. Required `ci / verify` and `ci / e2e`
passed. Greptile and Paperclip Review both report 5/5 on exact
`ff7c9249`, with zero unresolved review threads.
- This qualifies the selected operator-authorized local
saved-subscription candidate. The original exploratory journey remains
historical evidence; the repeatable fixed-driver eval is in the next PR.

## Risks

- Google refresh recovery must preserve the exact grant, account, and
credential generation. An uncertain native owner or failed encrypted
handoff retains the private home and blocks cleanup.
- A successful local saved-subscription candidate does not qualify fresh
OAuth, API keys, Cloud, Linux, other models, or general release.
- Timer filtering changes only taskless native Runner admissions.
Existing task-bound monitors and legacy adapters retain their owners.

## Model Used

OpenAI Codex (GPT-6). The host did not expose the exact model revision
or context limit. The model used tools for code edits, tests, and
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
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 16:51:50 -05:00
Nicky LeachandPaperclip 35ab90ad0f Map runtime activity to authorized task plugin panels (#18131)
## Thinking Path

> - Paperclip manages agents and tasks.
> - Plugins contribute views to the task sidebar.
> - A ready view can belong to an earlier task.
> - Runner records activity under its authenticated run.
> - This PR maps that activity to installed task-panel declarations.
> - The sidebar checks readiness after current-run use and restores use
after reconnect.

## Linked Issues or Issue Description

Builds on merged contract #18129 and Runner publisher #18050. This PR
targets
master and is ready for review. Earlier combined verification is
retained in
[the verification
archive](https://github.com/paperclipai/paperclip/pull/18050#issuecomment-6489369676).

**Subsystem affected**

Run-event reads, plugin task contributions and the task sidebar.

**Problem or motivation**

Readiness polling can show a view left ready by another task. Reload and
reconnect must recover current-run use without losing concurrent live
activity.

**Proposed solution**

Map recorded activity to installed task-panel declarations. Merge
authorized
history and live activity, then perform bounded readiness checks for the
running agent. Preserve the existing read-only view.

## What Changed

- Add optional `{ namespace, activityKey }` activation mappings to
task-panel
declarations. Legacy declarations remain valid but contribute no task
panel.
- Add `view=plugin-panels` to the existing run-events route. Preserve
run-read and
telemetry-read authorization, secret redaction and private-run denial.
Map
activity to installed contributions and return at most 128 panel
identities.
- Scope activation caches to current panel versions and activity
declarations.
Preserve unchanged panels during unrelated plugin updates and history
reads.
- Merge history and live hints without losing concurrent activations.
Filter by
  company, task, run and agent. Restore history on mount and reconnect.
- Replace periodic availability checks with up to three readiness
attempts after
activity. Fresh activity restarts settled transient failures. Pending
checks,
  successful readiness and HTTP 4xx failures are left alone.
- Reuse live run updates with the panel cache key. Recover only panel
history
after a pending subscription read. Mark expected not-ready query results
so
  the global error reporter skips them; real failures remain reportable.
- Preserve current-run dismissal and the read-only plugin view. Update
manifest
  comments and producer/consumer documentation.

## Verification

- Current head: `5e04d757c`, based on master `09c05c550`. Range
comparison
confirmed all six feature commits were unchanged by the rebase. The
final
follow-up keys readiness by the plugin installation ID and availability
path.
- `cd ui && node ../node_modules/vitest/vitest.mjs run
src/hooks/useTaskPluginPanels.test.tsx`
— all 45 cases passed. `cd ui && node ../node_modules/typescript/bin/tsc
-b` passed.
- The shared query-client and live-update recovery selection passed 96
cases on
  `49c544cd2`. Token gates passed before the final hook-only changes.
- Earlier focused verification passed 57 manifest cases, 69
database/history cases,
event-registry cases and route authorization cases, including
private-run denial.
- Regression coverage includes subscription/history races, task changes
during
recovery, unfocused run completion, bounded readiness retries, denied
reads,
expected not-ready responses, changed activity mappings, unchanged panel
preservation, old cache scopes, and same-version route or installation
changes.
- [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40942001707)
passed: 54 successful checks, two skips, no failures or pending checks.
- [Standard and final
review](https://github.com/paperclipai/paperclip/pull/18131#issuecomment-6489842168)
both scored 5/5 on `5e04d757c`. The final review used the Apex tier,
added no
comments, and left no unresolved findings. The PR is conflict-free and
ready for review.
- Local checks stay targeted. GitHub CI provides the broad build, test,
typecheck,
browser and Runner coverage. No deployment or live-provider acceptance
is claimed.

<details>
<summary>Retained failures and recovery evidence</summary>

- `ac9329548` twice failed a browser reload assertion while conversation
history
was concealed. Master fixed its readiness wait in #17923. The approve
journey
then passed locally on `fea63a418` with installed Chrome (1 passed, 39
seconds).
All eight browser shards passed in later CI. The browser test is outside
this diff.
- A canary checkout failed with Git HTTP 408; its unchanged-head retry
passed.
- `de07d09fa` failed the mobile Cases card click after a ten-second
stability wait.
The same read-only journey passed locally on that exact head (1 passed,
26 seconds).
Its unchanged-head CI retry passed 22 cases, with one skip. The original
artifact
  is retained; the cause of that click timeout is not established.
- [CI on
`49c544cd2`](https://github.com/paperclipai/paperclip/actions/runs/40903679075)
passed 54 checks with two skips. CI also passed on `de07d09fa` after the
recorded retry.
- The `1e59ab441` merge checkout passed all browser and server suites.
Runner
shard 2 passed 2,252 cases and timed out waiting for a
controller-recovery command.
The test had landed on master in #18161 after the former branch base.
Rebasing
aligned the local checkout with that code; Runner shard 2 then passed on
`fcf7380d3`.
The original timeout cause remains unproven; no unrelated timeout was
changed.
- [CI on
`fcf7380d3`](https://github.com/paperclipai/paperclip/actions/runs/40940235193)
recorded runner shutdown signals in typecheck and a workspace shard. A
chat
recovery test observed a null wake deadline, and one Runner transport
fixture
failed during close. Those separate assertion failures remain
unexplained.
All of those jobs passed on the final readiness-key head. Those later
passes
establish recovery; they do not prove the cause of the earlier assertion
failures.
- Local browser setup first stopped at pnpm version-download
verification, then a
sandbox IPC restriction, then a missing bundled browser. Installed pnpm
9.15.4
  and Chrome completed the journeys. No dependency files were changed.
- Earlier optional-property TypeScript errors were corrected. Embedded
PostgreSQL
needed its install hook run from its package directory. Older CI also
recorded
fixture-cleanup lock timeouts, attention-fixture timeouts, and canceled
server
shards after runner shutdown. The parent fixed its FIFO snapshot-copy
failure
before merge. The linked verification archive retains earlier combined
evidence.

</details>

## Risks

Activity is a hint and grants no access. Missing plugins, denied reads
and
unavailable views contribute no panel. Older runs without activity
records show
no task plugin tab. A used view stays available for the running task;
reconnect
reconciles readiness. Matching producer and consumer builds are
required. No
migration, dependency, image publication or deployment is included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools and code
execution.
The exact serving snapshot 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 branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 13:56:48 -07:00
DottaandPaperclip b14e1ecaf8 feat: add a complete agent YAML configuration editor (#18036)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/175/changes/paperclip/175
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators configure each agent through several settings tabs.
> - Operators also need one complete, editable configuration document.
> - The document must retain each resource service's access and
validation rules.
> - This pull request defines the `paperclip/v1` Agent YAML format and
adds an Advanced editor.
> - The editor previews changes, rejects stale core writes, and explains
partial saves.
> - Operators can edit agent settings in one place and verify the saved
state after reload.

## Linked Issues or Issue Description

Refs #2219. Related settings work: #10974.

**Problem or motivation**

Agent configuration spans profile, runtime, instructions, skills, tools,
channels, permissions, secrets, keys, and revision history. Operators
cannot inspect and edit those settings as one versioned YAML document.

**Proposed solution**

Add an Advanced agent tab with a YAML editor. Define a shared document
schema. Read and write resources through their existing APIs. Separate
editable settings, explicit commands, and read-only observed state.

**Alternatives considered**

A raw agent-row editor would omit related resources. A generic database
update would bypass resource ownership. The editor therefore uses the
existing resource contracts and records partial results when a later
request fails.

**Roadmap alignment**

This extends the shipped agent configuration capability. It relates to
easy AGENTS.md configuration, multi-harness teams, governed tool access,
and secrets management. Stored credentials remain redacted. This format
is an editable settings view; it does not add company portability or
provider consent.

## What Changed

- Add the `paperclip/v1` Agent document schema and format documentation.
- Add the Advanced route, sidebar entry, YAML editor, validation, change
summary, save progress, and reload recovery.
- Cover core settings, instruction files, skill pins, tool
installs/profiles/policies, channels, permissions, secret operations,
API keys, and revision restore.
- Add private-keyed configuration revisions checked under the agent
write lock. Read the current key through its owner so file-based
rotation does not require restarting the server. Preserve unchanged
secret markers at their original paths.
- Retain drafts and returned credentials after partial saves. Require
reload before retrying commands. Prevent duplicate submissions. Keep new
key tokens visible through rename and disable saves with an empty change
plan.
- Send only changed channel settings. Require explicit intent for shared
profile edits. Load destination instruction files when changing their
location.
- Update Storybook fixtures, verification maps, and regression tests.
Add browser acceptance through real APIs and PostgreSQL.

## Verification

- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- The focused UI suite passes all 50 tests. The API/revision helper
suites pass all 93 tests.
- All 65 lifecycle tests pass with a dedicated PostgreSQL database. They
exercise real row locks, redaction, revision history, audit, and company
access.
- All six browser acceptance cases pass. They check saved settings and
clears, secret redaction, key creation/revocation, stale drafts,
lost-response recovery, instruction relocation, revision restore, and
key-token retention through rename. The tests use real resource APIs and
storage. The MCP target uses the existing local provider fixture. No
model run or provider login is claimed.
- Signing-key regressions cover both environment changes and real
in-place key-file rotation. The protected database save/fencing cases
pass after removing the cache. A local measurement of 1,000 file-backed
revision calculations took 48 ms.
- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and Storybook
catalog checks pass.
- The full [PR CI
run](https://github.com/paperclipai/paperclip/actions/runs/40725425470)
passes on `34ed97bbf9`: all 48 jobs, including all eight browser shards.
Greptile is 5/5 on this commit, with no unresolved review threads. This
final commit refreshes CI after a runner-routing fallback; its source
tree matches `fb4cf488cf`.
- Paperclip Review and Superagent Security Scan ended neutral because
their external agents did not complete a valid assessment/receipt.
Superagent passed on `fb4cf488cf`, which has the identical source tree.
One request to retry the final scan returned HTTP 404. Neither check
reports a code finding.
- The local full-suite attempt was blocked by host System V semaphore
exhaustion. Acceptance and lifecycle verification used an isolated
PostgreSQL 18 container. Earlier CI runners were interrupted. A local
combined run hit hook/test timeouts; the full 88-test route file passed
after the builds finished. The final full CI run passes. Earlier failure
logs and browser traces remain retained outside the repository.

To run the browser regression:

```sh
pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/agent-configuration.spec.ts
```

## Risks

- Multi-resource saves are sequential. Earlier operations can remain
saved if a later operation fails. The editor reports the completed steps
and requires reload.
- Core settings and managed instruction files have atomic revision/hash
checks. Other unversioned resource writes and external supporting files
retain a race window after preflight.
- Shared profile definitions affect other bindings. The editor requires
`updateSharedDefinition: true` for those edits.
- The editor follows native service normalization and experimental
settings. Canonical reload can add generated access profiles or mask
environment values.
- New editor dependencies require the repository's normal automated
lockfile update. This pull request does not edit the lockfile or add a
database migration.

## Model Used

OpenAI Codex, GPT-6 family. The exact current model version was not
exposed. The work used reasoning, repository tools, code execution, and
browser automation. Earlier work in this chat used the configured Codex
model before a model switch; its exact model ID and context window were
not exposed. The current context window size is also not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:49:24 -05:00
DottaandPaperclip 6ce0909db4 fix(agents): skip runtime probes for unchanged connections (#18016)
## Thinking Path

> - Paperclip manages AI agents and their runtime settings.
> - Operators save identity, model, connection, and run-policy settings
from the agent page.
> - PostgreSQL stores connection bindings as JSONB and can return keys
in a different order.
> - The save route compared JSON strings and treated an unchanged
binding as a new connection.
> - That false change started a remote runtime and credential probe
during ordinary saves.
> - This pull request compares binding values and checks real execution
selection changes separately.
> - Ordinary edits save without a probe. New connections and execution
selections retain validation.

## Linked Issues or Issue Description

Fixes #14518.

Related work: #17760 also addresses prospective environment resolution.
#14027 also adds explicit connection removal. This change is limited to
the save validation gate and its regressions.

**What happened?**

A title-only save took 9.8–16.0 seconds in a hosted reproduction. JSONB
key order made the unchanged AI connection look different. The route
then waited for a remote runtime probe.

**Expected behavior**

Identity, thinking-effort, and run-policy edits skip the probe when the
connection and execution selection stay the same. A changed connection,
harness, model, provider, engine, or environment still validates
adoption.

**Steps to reproduce**

1. Save an agent with a managed AI connection in PostgreSQL.
2. Edit its title or thinking effort without changing the connection or
execution selection.
3. Observe that the old route starts the adapter environment test. The
fixed route saves without that test.

## What Changed

- Use value equality for the stored and validated AI connection
bindings.
- Compare the effective execution selection separately. Preserve runtime
probes for real selection changes and existing Copilot checks.
- Add PostgreSQL route regressions for shared, delegated, default-user,
and pooled bindings. Cover failed connection, model, engine,
environment, and harness changes.
- Keep the existing credential rejection and reconnect tests. Document
the save behavior.

## Verification

- `pnpm -r typecheck` passed on the rebased implementation.
- Focused PostgreSQL 17 route selection: 21 passed, 58 excluded by the
name filter. This covers ordinary saves, selection-change rejection, and
credential health.
- Full PostgreSQL 17 connection suite: 79 passed, zero skipped. Final
`pnpm build` passed at `8fde75fa1a8fe63c71b05a3db149edf289295672`.
- Before the fix, the PostgreSQL regression reached the unintended probe
and failed for unchanged shared, delegated, and default-user bindings.
The pool control passed.
- An early controlled HTTP comparison of the binding fix used a
synthetic 500 ms provider probe: five measured saves had a median of 798
ms before and 56 ms after. Probe count fell from five to zero. This is
local supporting evidence, not a hosted latency result.
- Earlier adjacent-route run: 159 of 160 tests passed. One existing
roster-edit case exceeded its 15-second timeout. That case passed alone
with the normal timeout. The cause of the earlier timeout remains
unproven.
- Local full-repository tests were not run. Native PostgreSQL startup
fails because the host has exhausted System V semaphores. The focused
tests use an isolated PostgreSQL 17 Docker fixture.
- `git diff --check` passed. Hosted improvement remains unverified until
deployment.
- Greptile and Ponytail Paperclip Review both rated the exact head
`8fde75fa1a8fe63c71b05a3db149edf289295672` 5/5, with no actionable
defects.
- CI attempt 1 passed 51 checks. Three self-hosted runners lost
communication, interrupting the chat shard, serialized server shard, and
canary dry run. GitHub annotations identify the runner communication
failures; the serialized shard log also records a shutdown signal. Only
those failed jobs were retried, once, on the unchanged commit. The [full
CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40692641103/attempts/2)
then passed on attempt 2 at the same commit. All 55 passing checks and
the legacy Snyk status are green; no checks remain pending.

## Risks

This changes when connection adoption validation runs. Separate
selection checks preserve validation for real runtime changes.
Regression tests verify that rejected selections do not replace the
saved configuration. Company access, connection authorization, activity
records, and Copilot checks retain their existing paths. There is no
schema or migration change.

## Model Used

OpenAI Codex, configured model `gpt-6.1-sol` with ultra reasoning. Work
used source inspection, shell tools, browser network timing, and
PostgreSQL route tests. The context window size is not exposed by this
session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 08:25:27 -05:00
DottaandPaperclip f60ac29cf1 fix(runner): migrate Grok Build with native reasoning effort (#17922)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Harness selection maps supported agents to Paperclip Runner.
> - The native Runner already supports Grok Build, but its migration
mapping excludes Grok.
> - Grok agents also have a thinking-effort setting that the native
execution contract does not carry.
> - This pull request adds the migration path and preserves explicit
Grok effort through startup and resume.
> - Operators can upgrade an existing Grok agent without silently losing
its model, account, or effort.

## Linked Issues or Issue Description

**What happened?**

Existing Grok Build agents have no Runner selector or upgrade action.
Adding only the mapping would route conversion through the Codex
fallback and lose Grok execution semantics. Native execution also
ignores the legacy reasoning-effort field.

**Expected behavior**

A qualified Grok agent can explicitly upgrade. The saved model, account,
instructions, history, and supported effort remain intact. Unsupported
legacy settings fail before saving. The provider must acknowledge the
selected effort before inference.

**Steps to reproduce**

1. Open the runtime page of an existing Grok Build agent on a qualified
Linux x64 or macOS ARM64 computer.
2. Observe that the Runner selector and upgrade action are absent.
3. Compare the native execution input with the saved legacy
reasoning-effort setting.

Related work: #13882 introduced native Grok Build. #15422 covers the
earlier default-runner work. This change extends the current shared
selection contract.

## What Changed

- Add the Grok harness mapping, qualified platform limits, upgrade
action, and company-scoped computer qualification.
- Translate Grok settings to ACPX without changing the selected account
or explicit model. Resolve the legacy default model to the native
default. Preserve the effective legacy search policy. Reject
incompatible command, argument, permission, and turn-limit settings.
- Add native execution input v10 for explicit Grok effort and search
policy. Preserve historical schemas. Enforce disabled search through
Grok requirements and bind it across startup and recovery.
- Apply and verify ACP `reasoning_effort` before prompting. Bind the
value to provider descriptors, checkpoints, runtime identity, and resume
checks.
- Use the Grok catalog and effort choices in the task composer. Apply
task model and effort overrides while retaining the agent account and
search policy. Update runtime controls, portability/default handling,
documentation, and capability maps.
- Advance Pi and Copilot source attestations for changed shared
transport and recovery code. Keep historical identities intact and
update all Rust integration fixtures.

## Verification

- Migration and review regressions were reproduced before the fixes.
Coverage includes the Grok mapping, default model, explicit effort,
implicit search policy, task overrides, and incompatible legacy
settings. The broad migration, route, immutable-input, and composer
check passed 478 tests. The final catalog and task-input check passed
135 tests.
- Runner startup, recovery, search policy, and profile checks passed 361
tests, with one platform skip. The final source-identity,
search-admission, and transport event-pump check passed 89 tests.
- All 757 Rust workspace tests passed for the broad implementation.
After the final source attestation update, all 55 ACPX profile/session
tests passed.
- `pnpm -r typecheck` and `pnpm build` passed for the implementation.
Server and Runner typecheck passed after the final production change.
Server `tsc --noEmit` passed after the final test-fixture change. Docker
context integrity, token gates, maps, generated protocol data, and
replay goldens passed.
- The v10 startup fixture initially used an ambient local Grok login and
failed on CI. An explicitly empty credential home reproduced all four
failures. The fixture now supplies a synthetic key and a private empty
home. A separate case checks that missing credentials fail closed. All
seven selected Grok v10 and Claude v9 startup cases pass without host
credentials.
- The full local suite could not complete because embedded PostgreSQL
failed before database-backed fixture setup. The broad executor-suite
attempt hit the same limit and was stopped. Neither attempt is counted
as passing. Current-head CI must verify those paths before merge.
- Earlier CI found missing Rust input fields, stale source attestations
and exact fixture pins, a missing Docker context entry, and an outdated
import expectation. Those failures were fixed and checked locally. The
CI logs retain the original failures.
- Different earlier CI runs also failed unchanged cleanup pagination,
device-login timeout, and chat lost-response recovery cases. Later
attempts passed the cleanup and login cases without changes to those
implementations. Their causes remain unproven. The original evidence
remains in [the first
run](https://github.com/paperclipai/paperclip/actions/runs/40563402840),
[the login
run](https://github.com/paperclipai/paperclip/actions/runs/40571128328),
and [the chat
run](https://github.com/paperclipai/paperclip/actions/runs/40573072163).
A passing retry does not establish a root-cause fix.
- Both reviews rate current head
`16fba9b4cdf12bc7945e6628912e79da42959f35` 5/5. All current-head CI
gates pass in [run
40576580699](https://github.com/paperclipai/paperclip/actions/runs/40576580699).
All 60 check runs completed cleanly, including the four intentional
skips and the neutral 5/5 Paperclip review. The legacy security status
is successful. No review threads remain unresolved.
- Staging migration and a real shell task are pending deployment. This
PR does not claim full Grok provider qualification. Reviewers can verify
the operator path by upgrading a qualified Grok agent, checking its
saved model and effort, and running a shell task through native
execution.

## Risks

- Explicit effort and search policy require the matching Runner and
sidecar build. Older immutable execution inputs keep their existing
schemas.
- Providers that omit or reject the selected effort fail before a
prompt. Unsupported effort does not fall back silently.
- Existing agents retain their saved runner until an explicit change.
New Grok agents use native execution only on qualified platforms.
- Grok token and cost reporting remain unverified, as before.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and
context-window capacity are not exposed in this session. Used reasoning,
source editing, shell 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and the focused suites pass; the full
local suite has the environment limitation recorded above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 15:28:42 -05:00
DottaandPaperclip 13709b4c7a feat(connections): let agents configure connections within delegated authority (#17737)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections provide governed tools, chat channels, model accounts,
and gateways.
> - Several management routes require a human board actor even when an
agent has the required grant.
> - Default agents must configure these resources within the responsible
user's authority.
> - This pull request adds a shared authorization path to the existing
REST and native API surface.
> - Human authentication, execution approvals, and local host boundaries
remain enforced.
> - The benefit is that a standard agent can complete authorized setup
with a bounded human handoff.

## Linked Issues or Issue Description

**Subsystem affected**

Server authorization, connection services, shared contracts, native API
discovery, database schema.

**Problem or motivation**

Connection administration is available in the web app but often
unavailable to agents. Agent grants, responsible-user authority,
credential ownership, and actor attribution need separate checks.
Opening gateway-token creation also requires preserving the issuing
agent's delegated authority during token use.

**Proposed solution**

Use the existing authorization evaluator for every connection family.
Enforce current responsible-user authority, effective trust, grant
scope, resource visibility, and target-agent access. Keep existing agent
grants unchanged. Expose authorized configuration through default
`search_api` and `call_api`. Save human authentication steps and let
agents continue after completion.

**Roadmap alignment**

This change completes the API access path for the existing Connected
Apps, Personal & Shared AI Accounts, and governed MCP Gateway
capabilities in `ROADMAP.md`. It follows the maintainer's requested
design. Related work: #11899 enforces connection execution access and
creator/manager rules; this PR extends agent management across
connection families. It does not replace that execution-policy work.

## What Changed

- Add shared connection management context and mandatory
responsible-user, trust, scope, and target checks.
- Allow authorized agents to configure tool, chat/email, GitHub/Slack,
AI, profile, and gateway resources through existing routes.
- Preserve human credential ownership and record the actual agent,
responsible user, and run or key in audit data.
- Preserve saved browser authentication handoffs and callback session
checks.
- Bind agent-issued durable gateway tokens to their responsible user and
recheck delegated authority at use.
- Add explicit REST transport and management capability metadata,
built-in guidance, and sensitive-response handling.
- Intersect caller and endpoint-agent Slack test/invitation policies,
including independent and shared rates. Require the addressed human’s
current endpoint identity link before completing identity handoffs.
- Add production-authenticated integration scenarios. Companion #17739
contains the saved setup UI (including the required human
import/rotation step), product and permission documentation,
catalog/Vercel credential and callback ownership, and operation maps to
keep each review below 100 files. Both PRs must ship together; merge
this implementation first, then its companion.

## Verification

- Current implementation head:
`2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master
`ea727dc3c2`, 99 files. The latest follow-up fixes the two valid
findings from the preceding f9 review. Exact-head Greptile has completed
at5/5 with no findings and Superagent passed. Full exact-head Linux CI
workflow40446606056 completed SUCCESS; only the queued external
Paperclip Review remains pending; earlier Linux passes do not qualify
this successor.
- Latest preserved-stack verification passed **2,165 tests** in fresh
PostgreSQL: **70 actual-auth scenarios**, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases. **141 existing
gateway/policy acceptance tests** also passed. Workspace
typecheck/build, maps and token gates passed. The first workspace
typecheck was blocked by sandbox tsx IPC permissions; its authorized
rerun passed. This is focused local evidence; the full Linux CI matrix
is still required.
- Issuer/target gateway policy regressions were red before the fix. Both
decisions now intersect, including Block/Ask first/rates, same
credential identity and current token/user/agent authority after
approval. Invocations retain their token and actual requesting agent;
deleted tokens fail closed. Thirteen actual-auth cases cover revocation,
narrowed scope, approvals, shared rates and board compatibility.
Intermediate missing-token attribution, review-context and
implicit-session actor failures remain in the qualification record; all
final cases pass.
- Activity pagination now retains a bounded cursor across private-only
windows. The actual-JWT regression reaches three older readable events
after 27 private ones without exposing private details. A native
device-login regression was red for plaintext receipts; local check and
test-call results now use existing protected-response handling. The
passing actual-auth case proves encrypted persistence, exact replay,
redacted history and no response asset.

- Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in
the existing connection-intent continuation test: periodic recovery
queued a repair at 01:21:47, the scripted journey completed the task at
01:21:48, and the extra queued run was cancelled at 01:21:49 because the
task was terminal. The assertion selected that latest cancelled run.
GitHub refused the first attempt while the workflow was nonterminal.
After completion, the single evidence-supported failed-job rerun was
accepted as **attempt 2** on the same head (workflow 40431202466). The
failed shard and final E2E aggregate passed on attempt 2, and the
complete Linux workflow for that head is successful. The original
failure remains part of qualification. No additional unchanged-code
rerun will be used for this failure.

- Companion CI also has an unchanged login-cleanup idleness timeout,
retained in its qualification record. That same 16-case suite passed in
this parent Linux run and a fresh local database. Both preceding
workflows passed after their single failed-job reruns as attempt 2; the
original failures remain recorded. No additional unchanged-code rerun
was used.

- Migration `0380_broken_aqueduct.sql` was regenerated through the
repository workflow after master took 0379 for project Git
authorization. It adds the responsible-user column with `IF NOT EXISTS`,
preserves upstream migrations, and satisfies snapshot retention and
migration safety checks.
- Upstream published Copilot v62 and v63 identities remain byte-for-byte
unchanged. The combined guidance is now v64, digest
`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`.
The normal shared TypeScript/Rust identity check and **61 Copilot
installation tests passed**. The old source-identity assertion first
failed against unchanged published v63; regenerating a new v64 preserves
the published release.
- Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI
token gates passed on the final combined stack after the upstream merge.
Node 24.22.1 / pnpm 9.15.4 were used.
- **Earlier 82 API/OpenAPI tests passed** in fresh PostgreSQL 18: 55
assembled-server scenarios and 27 contracts. They use real persistent
agent keys, run JWTs, human sessions, production defaults, and
deterministic provider fixtures. No actor injection establishes access.
- The new email regression was red before per-account scope filtering.
The Arcade regression was red before human ownership and inventory-key
fixes; it also verifies actual-agent audit identity and a human-session
inventory read. The activity regression measured **200 authorization
checks before the fix and one afterward** for the same one-item page.
- **82 GitHub UI tests passed**, including all three new
failed-replacement regressions that were red before their fix. The UI
preserves an earlier copy only after confirming its committed
generation. Changed or unreadable results block copying and reconnecting
until reconciled. Human-only secret responses now include their
nonsecret committed generation.
- Private test status now rechecks the originating principal and linked
task, including mandatory agent/responsible-user privacy. Cross-agent
tests require the full caller tool access decision and the same
credential identity, regardless of auth label; caller and target
policies/approvals and rate limits apply before execution and after
human approval. A profile-only precondition was found to reject valid
allow-policy and scoped-grant access and has been removed. Both
permitted-access cases and a no-auth-label identity regression were red
before the correction; caller-specific Block still prevents provider
execution. The private-status regression was also red before its fix.
- The tool-activity regression measured 100 capability decisions and 102
run captures on a 100-event page before the fix. It now uses two task
decisions and at most two captures while retaining the same 50 visible
events, private-event filtering, and 403 after audit-grant revocation.
The regression was red before request-context reuse and task-decision
sharing; final server typecheck/build also pass.
- Generic chat configure/reconnect now hands agent-supplied verification
credentials to the addressed human before provider work or vault
changes. Actual key/JWT regressions were red for Slack signing-key
replacement and generic channel secret-reference rebinding. They now
prove unchanged refs and vaulted signing value, human setup, permitted
agent bot-token repair, and governed test messages. All 82 API/OpenAPI
cases pass in fresh PostgreSQL. Eight native receipt protections and
final server typecheck/build also pass.
- The preceding review found that old healthy state could retire a
credential-entry card before a human changed anything. The actual-JWT
regression was red. Saved field generations now change only with
protected values and commit with refs plus a verification fence; retries
retain the baseline. Old health, bot-token repair and unchanged entry
stay pending. New signing verification and current authority permit
continuation. A separate red race proved that user revocation during
provider authentication could return 403 after refs changed; authority
is now checked before persistence and inside the credential transaction.
The final 82 API/OpenAPI cases, four neighboring real-database
Slack/GitHub lifecycle cases, and final server typecheck/build pass.
- A preceding full run crossed a rate-window boundary. Database rows
prove one consumed slot at 23:35 and another at 23:36 for the same
policy/bucket. Only Date is frozen in the rate test cases; transport and
asynchronous timers remain real. Production rate behavior is unchanged,
and the final full run passes. An intermediate fixture failure that
overwrote hidden generation metadata with an API projection is retained
in the qualification record.
- Linux CI on an earlier head found two rate-admission assertions that
omitted the newly persisted bucket key. The failures were reproduced
locally; both assertions now verify the exact actor/tool bucket and all
49 policy-service tests pass. The companion qualification record retains
the initial and intermediate failures. Catalog creator attribution is
preserved in the companion to keep this implementation review at 99
files.
- The latest review reproduced three regressions before repair: complete
human replacements failed on unavailable old signing secrets, fresh
GitHub links incorrectly selected reconnect, and different
credential-entry requests shared an idempotency key. Each old protected
ref now has a narrow known-unavailable fallback; unexpected resolver
failures and company/scope violations still abort. Fresh imports keep
their credential form, configured endpoints keep reconnect, and
canonical field sets/completion modes distinguish handoffs while
matching retries retain their baseline. All 55 actual-auth scenarios and
27 separately run OpenAPI contracts pass, as do server typecheck/build.
Companion #17739 also passes all 41 wizard tests including actual
fresh-form submission, UI typecheck, maps and token gates. Earlier red
results and a mistyped OpenAPI filename are retained in qualification.
- The configured GitHub handoff regression was red in the
browser-component tests and actual-auth link/persistence tests. Saved
links now name requested fields and all/any completion mode; the
companion form submits those supplied fields through reconnect and
retains other saved credentials. Webhook/client-secret reconnect remains
human-only; first-setup secret restrictions remain. All 46 wizard tests
pass, including combined modes and legacy links. A duplicate review
referenced the older companion bf760912; the current form is already
fixed, linked in the reply, and its thread is resolved.
- Linux CI on bf760912 failed automatic Slack provisioning because vault
persistence cleared an already verified manifest-update challenge. The
same regression was reproduced locally. The provider-owned helper now
preserves proof only for the current signing fingerprint and callback
URL. Eight existing compatibility cases pass, including this case and
initial GitHub secret rejection. The first uncommitted GitHub-field
variant also failed that initial boundary and was narrowed to reconnect;
both failures remain in qualification.
- The upstream merge conflicted only in generated migration metadata.
Upstream 0379 is preserved, normal generation/pruning produced 0380, and
two repeated applications of the idempotent additive SQL passed. The
final combined stack passed **128 tests** (55 actual-auth, 27 OpenAPI
and 46 wizard cases) in fresh PostgreSQL. Eight Google UI cases also
pass; the two protocol cases could not initialize embedded PostgreSQL in
this fresh local attempt. Their earlier passing evidence remains
historical; fresh Linux CI must execute them. Vercel personal credential
attribution is preserved in companion #17739 with its other
ownership/consent follow-ups, keeping this PR at 99 files.
- The suite covers fresh defaults, restricted users/agents, scopes,
personal isolation, token revocation, human handoffs, callback replay,
execution approvals, authorized self-targeted policy changes,
self-approval denial, and current authority before commit. Reproduce API
checks with `pnpm exec vitest run
server/src/__tests__/connection-management.integration.test.ts
server/src/__tests__/openapi-routes.test.ts`, using a fresh database
through `PAPERCLIP_CONNECTION_MANAGEMENT_TEST_DATABASE_URL` or the
default embedded test database.
- Companion #17739 also records consent separately from token refresh so
saved Google choices survive refresh. Its eight service-picker and two
local-HTTP OAuth tests pass; both new UI cases were red before the fix.
Normal migration generation confirms no SQL change is needed for the
additive JSON metadata.
- The integration module shares one assembled server, authentication
factory, and provider lifecycle to preserve the
HTTP-to-vault-to-task-continuation proof. A reused external database
caused a Slack fixture identity conflict; the fresh final run passed.
Earlier fixture/transport and contract-update failures remain in the
companion qualification record.
- The broad local `pnpm test:run` attempt remains blocked by macOS
embedded PostgreSQL's host semaphore limit. It is not a clean pass. The
fresh Linux CI matrix must complete. Provider fixtures do not prove live
setup or an empirical LLM success rate.
- A current-head completed Paperclip assessment is not yet recorded. Its
earlier external recovery boundary has not been bypassed, and no
incomplete assessment is reported as passing. The user authorized both
merges when checks pass; merge this implementation first, then replay,
retarget, and requalify companion #17739 against the squash-merged
master.

- After the master refresh, local workspace typecheck/build, **97
actual-auth/OpenAPI cases** and **141 gateway/policy cases** pass. The
original fixed database port was occupied; Docker assigned a free
localhost port. The first neighbor setup command could not resolve root
`tsx`, leaving its schema uninitialized; the built database package
migrated the separate fixture and all unchanged cases passed. Both setup
failures are retained in qualification. Fresh Linux CI remains required;
no full local test-sweep pass is claimed.

- The f9 Greptile review scored **2/5** for two reproduced findings:
Slack test sends skipped the caller’s tool policy, and healthy App
credentials completed an unconfirmed identity handoff. Both are fixed in
this head and have resolved evidence threads
([Slack](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927765),
[identity](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927895)).
Actual key/JWT cases cover twelve Slack caller/target/recipient
combinations; the human-session GitHub OAuth callback alone remains
pending until explicit confirmation. All **99 API/OpenAPI tests** (72
actual-auth + 27 contracts), workspace typecheck and build pass. On the
combined companion, all four focused cases (including the twelve Slack
combinations), typecheck/build and maps also pass. The continuation
suite’s 50 embedded-PG cases were skipped because its database could not
start locally; fresh Linux CI must run them. Initial fixture
credential-collision and audit-projection assertion failures are
retained with the red reproductions in the companion qualification
record. No full local sweep or live consent is claimed.

## Risks

- The maintainer explicitly confirmed authorized policy administration,
including self-targeted changes that loosen controls. These writes
require management grants and the responsible user’s current authority.
Agents cannot approve their own governed action requests or edit their
own principal permission grants. The actual-auth regression exercises
both permitted administration and those denials.
- This is a broad authorization change. Incorrect scope or owner
resolution could deny permitted setup or expose another user's
resources. Integration cases cover both permitted and denied requests
with actual authentication.
- The additive nullable gateway-token column does not infer identities
for legacy clients or backfill agent grants. Legacy agent tokens without
a responsible user fail closed.
- Provider fixtures test supported setup and callback contracts. They do
not prove live provider availability.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The runtime does not expose a more specific 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 — focused suites above;
full local sweep remains blocked as documented
- [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 — exact `2ecd6451d0` Linux CI
completed SUCCESS; external Paperclip Review is still queued
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `2ecd6451d0` review completed; both f9 findings have resolved
evidence replies
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:20:24 -05:00
Nicky LeachandPaperclip 835966dec8 Prepare agent-owned environments during hiring (#17761)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/1/changes/paperclip/1
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip manages agents and their execution environments.
> - New agent setup saves an inactive agent before model connection
tests.
> - Some plugins need that agent to prepare its execution resource.
> - The wizard tested without the agent ID, while the setup hold
prevented preparation.
> - Environment changes also discarded the selected model account.
> - This change prepares the saved draft during setup and keeps normal
execution held.
> - Users can test the prepared resource before they finish hiring.

## Linked Issues or Issue Description

**What happened?**

An agent-owned plugin environment could not acquire a test lease during
hiring. Changing environments also returned the user to Connect and
cleared the selected account.

**Expected behavior**

Keep the selected account, invalidate its test, and prepare the saved
agent resource in the background. Test that same agent before finishing
setup.

**Steps to reproduce**

1. Start a new Claude or Codex agent and select a saved account.
2. Change to an agent-owned plugin environment.
3. Try to finish setup or reconnect the account.

Related: #17750 defers probes until after hire submission. This change
implements preparation during the wizard instead. The related PR search
and ROADMAP review found no other implementation of this setup
preparation path.

## What Changed

- Add the optional `requiresAgent` driver declaration. Require agent
lifecycle participation when it is set.
- Prepare saved drafts on creation or environment changes. Keep the
setup hold and wait in `verifying` without background verification
scans.
- Bind tests to the saved agent. Return a warning without allocating a
lease when the required agent is absent or still preparing.
- Preserve the account and configuration step when the environment
changes. Save the selection and invalidate the old test.
- Show active preparation and support authorized retries. Keep approval,
company, budget, and normal task admission controls.
- Document the contract and cover lifecycle, lease, manifest, and wizard
behavior.

## Verification

- Server and UI TypeScript checks passed.
- 112 wizard and setup helper tests passed. The shared manifest suite
passed.
- 123 lifecycle, policy, lease, and environment-test API cases passed
after the approval-gate fix. The diagnostic and driver suites and all 80
agent adapter route tests also passed.
- Token gates, module boundaries, map validation, and whitespace checks
passed.
- All 66 lifecycle/policy cases passed after the stopping-draft
permission fix. The new real-DB route case verifies creator success,
other-creator denial, and refusal to complete a hire while stopping.
- Full workspace typecheck and build were attempted. Both stop at the
unchanged Rust Runner step because Cargo is not installed on this host.
- CI on 43be3c93d passed all automated checks, including full test
shards, typecheck, build, Rust checks, browser suites, and canary
checks:
https://github.com/paperclipai/paperclip/actions/runs/40368174530.
- The full local repository test command was started. Two unchanged
workspace tests assume Git's initial branch is master; this host
defaults to main. Both fail in isolation under the host default and pass
with process-scoped init.defaultBranch=master. The broad run was stopped
after those confirmed fixture failures; CI supplies the full clean
check.
- Early new-test failures were fixture collisions and an unscoped sweep
assertion; the fixtures and assertion were corrected. One route-suite
load raced with SDK output regeneration; rebuilding first and running
the suite afterward passed.
- Initial CI exposed a route mock missing the new prerequisite lookup.
The fixture was updated and a real HTTP no-lease case was added; all 54
cases in that route suite pass. Security review identified allocation
before required approval; the new approval gate and its tests address
it.
- CI on 50b5a08af reported 32 of 33 expected calls in the unchanged
cleanup-history scheduling test. Its isolated case passed locally
without cleanup-code changes; the original failure remains recorded and
the final CI run passes on the current head.
- Standard Greptile reviewed 43be3c93d at 5/5. A subsequent deeper
review identified runner selection, stale detail reads, error retention,
and test file size issues; 70343387b addresses all four with resolved
threads. Standard review returned 5/5 on that commit and again on
rebased head fda42c5ab. The rebase preserves master's new managed
environment skill declarations alongside requiresAgent. Full CI on
fda42c5ab passes: 55 successful checks, two intentional skips, no
failures. Run:
https://github.com/paperclipai/paperclip/actions/runs/40405121641.
- After those fixes, 133 UI tests and 61 lifecycle/policy cases pass;
all eight focused UI regressions fail against the previous
implementation and pass with the fix. Token, map, and whitespace gates
pass. The stale-read fixture initially omitted the setup URL because
navigation is mocked; following the URL activates the real detail query
and reproduces the race.
- UI TypeScript passes. This host's server dependency links now point to
a separate scratch checkout lacking requiresAgent, so the ordinary
server check reports that missing property. A no-emit check pinned to
this branch's shared declarations passes; it disables declaration
generation and supplies explicit local type roots. The first temporary
configuration lacked those type roots; the corrected configuration
passes. CI remains the full workspace verification.
- After rebasing onto 8373d7867, all 133 UI, 61 lifecycle/policy, and 44
manifest cases pass again, as do UI TypeScript, token, map, and
whitespace checks. The server no-emit check now hits three mismatched
SDK/Runner declarations from the scratch dependency links; these are
outside this change. Full CI builds the complete dependency set.
- Review cycle: the first Apex review scored 3/5 with four findings. All
were fixed together, the branch was rebased to resolve a schema
conflict, full CI and standard Greptile passed, and a second Apex review
returned 5/5 on fda42c5ab with zero new comments. All six review threads
are resolved, and the PR is conflict-free. Review:
https://github.com/paperclipai/paperclip/pull/17761#issuecomment-6422635718.
- No live provider resource was created and no deployment was performed.

## Risks

Plugins must opt in and ship a compatible declaration. Companies
requiring hire approval keep drafts paused and defer allocation and
verification until approval. Other companies prepare drafts during the
wizard under their existing agent-creation authority; the setup hold
still blocks ordinary work. Preparation uses existing lifecycle
ownership, retry, and cleanup paths. The open wizard polls only while
preparation or stopping is active. No database migration is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The exact serving model ID and context window size are not
exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR using the bug report fields
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run the targeted 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 gates are green — 55 successful checks and two
intentional skips on fda42c5ab
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 15:21:47 -07:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

**Additional context**

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

## What Changed

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

## Verification

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

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 08:11:39 -05:00
Devin FoleyandPaperclip f978a521ff perf(heartbeat): narrow workspace operation access reads (#17565)
Read only the current run access fields and typed workspace binding for workspace-operation polling. Keep the current privacy decisions, operation checks, and complete run storage.

Verified focused run-state, live-event, and real database privacy-route tests, full build and typecheck, all CI checks, and exact-head Greptile 5/5 with no unresolved threads.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 00:21:15 -07:00
DottaandPaperclip d0c8f0b090 fix: explain project access denials and add an authorized repair path (#17509)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents may read only the projects in their allowed scope.
> - Workspace setup correctly stops a task outside that scope.
> - The task previously showed a generic failure, and agent settings did
not offer an additive repair.
> - This pull request explains the denial and lets authorized operators
add projects while preserving other restrictions.
> - The saved task then offers an explicit retry. Saving access does not
start work.

## Linked Issues or Issue Description

**What happened?**
A project access denial appeared as an ordinary failed attempt.
Operators could not add a second allowed project from agent settings.

**Expected behavior**
The task should explain the denied access and link to a working
permission editor. The editor should preserve existing scope and
restrictions, enforce operator authority, and retain drafts after a
failed save.

**Steps to reproduce**
1. Assign a low-trust agent to a task whose project is outside its
allowed projects.
2. Let workspace setup deny project access.
3. Open the task, follow Manage project access, add the project, save,
reload, and return to the task.
4. Confirm that the saved message remains and Retry task is a separate
action.

## What Changed

- Record a typed, non-retryable project denial before provider dispatch.
Project denials do not enter automatic continuation or provider comment
policy.
- Project current and historical setup denials into a safe task notice.
Keep unrelated failures, prior assignees, and approval/pause/budget
gates separate. Recheck current project authority, including standard
trust and root-issue grants. Accepted retries keep their working state.
- Add board-only project-access reads and additive saves under the agent
row lock. Enforce company scope, agent-management authority,
pending-approval restrictions, and an audit record for new additions.
- Add the production notice and searchable multi-project editor,
including read-only, saving, cancellation, and failed-save states.
Preserve the return-to-task query through canonical agent redirects.
- Register board-only project-access routes in OpenAPI with a strict
request schema.
- Add production Storybook examples and API/persistence/concurrency
regressions. Retain the approved design snapshot and update the behavior
maps and implementation contract.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook`,
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs`.
- Passed: 11 permission/projection tests and 30 run-completion tests
against an isolated PostgreSQL database. These cover historical
failures, concurrent additions, idempotent audit, preserved
restrictions, foreign projects, read-only users, agent self-grants, and
no automatic wakeup.
- Passed: all 27 OpenAPI route tests, including route coverage and the
new board-only request/response contract.
- Browser: the real app displayed a historical denial; Manage project
access opened the editor; saving retained the original project and
survived reload; Return to task showed the ready notice. Saving created
one audit event and zero runs. Explicit Retry returned 202 and reached
the separate sandbox requirement, which remained enforced. No external
provider was used.
- All five production Storybook interaction checks pass: blocked task,
save, cancellation, failed-save recovery, and read-only settings. These
use fixture callbacks; durable authorization is covered separately
above.
- `pnpm test:run` was attempted locally but stopped after repeated
embedded PostgreSQL startup failures caused by macOS semaphore
exhaustion. Full-suite CI is required before merge. The separate UI
suite passed all 9,095 tests. The 41 focused server regressions also
passed after rebasing onto the latest master. A further 26
recovery-classification tests pass, including a red-to-green regression
for automatic continuation after a project denial.

## Risks

- No schema migration. The new endpoint only adds same-company project
IDs and preserves the rest of the stored policy.
- The historical notice recognizes one exact setup denial message. It
does not display arbitrary run errors or disclose a different source
project's identity.
- The retry still passes all current admission and isolation checks. The
notice does not promise that other execution requirements are satisfied.
- Related open work: #13309 covers inherited secret restrictions; #11234
covers the broader repository catalog. This change does not replace
either policy surface.

## Model Used

OpenAI Codex (GPT-6), with code execution and browser tools. The precise
runtime 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
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused server and full UI
suites; full-suite infrastructure limit above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 16:16:29 -07:00
DottaandPaperclip 0eb2c964a7 fix(agents): allow runner qualification with agent configuration permission (#17448)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent owners configure the harness and computer used for that work.
> - A legacy runner upgrade must first qualify an unverified sandbox.
> - The upgrade called an instance-admin probe, so a company owner with
agent configuration permission received HTTP 403.
> - This pull request qualifies the saved computer through the agent's
existing configuration authorization.
> - Company owners can complete the upgrade while general instance
environment management stays restricted.

## Linked Issues or Issue Description

Refs #17361. Related: #17122.

**What happened?**

Upgrade runner displayed for an existing Claude agent on a Daytona
Paperclip Computer. Clicking it returned “Instance admin access
required” for a cloud company owner. The agent remained on the legacy
runner.

**Expected behavior**

A caller permitted to update the agent can qualify that agent's saved
computer and upgrade. Instance-admin access is not required for this
agent-scoped operation.

**Steps to reproduce**

1. Sign in as a cloud company owner with `agents:configure` and no
instance-admin role.
2. Open an existing legacy Claude agent on an unqualified Daytona
snapshot.
3. Select Upgrade runner.

## What Changed

- Add `POST /api/agents/{id}/qualify-runner` with the existing
`agent_config:update` guard.
- Reuse the server's effective environment resolver. The submitted
environment ID only detects stale state; it cannot select a different
computer.
- Preserve company binding checks, check binding again at lease
acquisition, and record agent-scoped audit activity.
- Return qualification status and the lease receipt without
instance-level provider metadata or raw provider errors.
- Use the new endpoint for the existing-agent upgrade. Keep the generic
environment probe restricted to instance admins.
- Disable Upgrade runner when an unsaved computer change resolves to a
different target, with a save-first explanation. Other draft settings
still accompany an upgrade.
- Add real-database authorization regression tests and update the API
contract and access maps.

## Verification

- Red: the existing UI called the instance-wide probe and failed the new
agent-scoped call assertions in eight upgrade cases.
- Green: 349 related route, provider qualification, runner selection,
and UI tests passed.
- Green: 12 authorization cases passed with real PostgreSQL, real HTTP
routes, real saved role grants, and a simulated provider boot. They
cover the cloud owner, removed grants, foreign agent/computer, inherited
targets, stale target, invalid body, archived/local target, redacted
failure, audit scope, and unchanged agent settings.
- Review regression: two cases first reproduced the enabled upgrade
button after an unsaved computer change; both now pass, along with all
168 related UI tests. Qualified/unqualified computers and restoring the
saved selection are covered.
- All 26 OpenAPI cases passed; the 12 real-database authorization cases
also passed after rebase.
- The host exhausted PostgreSQL semaphores. For the 12 cases, a
temporary local-only setup used disposable PostgreSQL 18 in Docker
instead of the embedded database launcher. The committed tests use the
normal embedded database helper. No authorization decisions were mocked.
- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, map
validation, module-boundary validation, and `git diff --check` passed.
- `pnpm test:run` was attempted but did not establish a full local pass:
the host could not start embedded PostgreSQL clusters. All current-head
CI gates passed, including the full suite in CI. The commitperclip
review workflow timed out before reporting any executed steps on its
first attempt and passed on one retry.
- Fresh staging acceptance remains pending deployment. Verify persisted
native configuration and a successful runtime test on the existing
Daytona computer after merge. Earlier live Daytona proof from #17361 is
separate evidence.

## Risks

- Qualification can start a fresh, temporary sandbox. It uses the
existing probe lifecycle and cleanup contract.
- The new path must remain scoped to the saved agent and its company.
Denial and redaction tests cover that boundary. General instance probe
authorization is unchanged.
- No migration, role change, credential change, or automatic agent
upgrade is included.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, code execution, and
browser tools. The exact deployed model variant 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>
2026-10-24 10:31:40 -07:00
DottaandPaperclip 87bf89756e fix: support Daytona runner upgrades and ignore obsolete Claude options (#17361)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Existing Claude and Codex agents can upgrade to Paperclip Runner.
> - A Daytona computer needs platform qualification before Runner
becomes its default.
> - The upgrade notice required that default, so it hid the action that
could start qualification.
> - Saved Claude turn limits also caused conversion to fail even though
Runner can run without them.
> - This pull request verifies the computer on click and ignores
obsolete Claude options with a warning.
> - Agents retain their model, account, environment, instructions, and
permission policy.

## Linked Issues or Issue Description

Related: #17122.

**What happened?**

A legacy Claude agent on a Daytona snapshot had no upgrade button until
its environment had platform qualification. A saved `maxTurnsPerRun:
1000` then caused conversion to return HTTP 422.

**Expected behavior**

The upgrade action verifies a supported Daytona computer and converts
the agent. Unsupported tuning options produce a visible warning and do
not block execution.

**Steps to reproduce**

1. Create a legacy Claude agent with `maxTurnsPerRun: 1000` on an active
Daytona snapshot.
2. Open Runtime before the environment has platform qualification.
3. Try to upgrade to Paperclip Runner.

**Paperclip version or commit**

After #17122, reproduced against `9c442cf48e`.

## What Changed

- Offer upgrade on probe-capable Daytona snapshots and immutable sandbox
images. Perform the public environment probe only after a click. Save
after fresh adapter discovery confirms support.
- Resolve the actual computer for explicit, instance-default, and hidden
managed environments. Preserve pending edits and reject stale probe
results.
- Ignore Claude `maxTurnsPerRun`, `chrome`, `warmHandleIdleMs`, and
`acpWarmHandleIdleMs`. Return structured warnings from create, hire, and
update. Show warnings in Runtime and after a save.
- Keep validation for commands, credentials, filesystem, network, and
permission settings.
- Retain the legacy turn limit in the existing live conversion fixture.
Update regression tests, upgrade stories, and capability maps.

## Verification

- Red: the old route returns HTTP 422 for the saved turn limit; the old
form hides the Daytona upgrade notice.
- Green: 417 focused server and form tests pass. A further 188 tests
pass after the review fixes. Qualification coverage includes failed
probes, unsupported targets, changed settings, managed defaults, unsaved
environment variables, and forced Kubernetes targets.
- `pnpm -r typecheck` and `pnpm build` pass. Token gates, map checks,
map tests, and Storybook catalog checks pass.
- Real local Claude Opus 5.5 conversion and task pass, with the
downloaded artifact checked against seeded source bytes, SHA-256, and
Git commit.
- Real browser upgrade and full Claude Opus 5.5 task on a disposable
named Daytona snapshot pass at `b81cec7d8c`. The saved agent retains its
model, high effort, credentials, timeout, and grace settings while
dropping the turn limit with a visible warning. Exactly one successful
run completed the task. The downloaded artifact matched independently
seeded source bytes, SHA-256, and Git commit; the source was unchanged,
no interactions remained pending, and the delivery link survived a
browser reload. The snapshot used current runtime assets built from
public source. The supplied Daytona account could not access the
original staging snapshot, so this verifies an equivalent local fixture
rather than that exact snapshot. Disposable test resources were cleaned
up.
- Earlier live attempts remain recorded: an image-based sandbox creation
failed, and the first named-snapshot probe returned failure with
unresolved provisional cleanup identity. Later named-snapshot probing
and the task succeeded; the initial creation failures are not attributed
to this PR or declared resolved. A separate attempt using the Oct 18
cached runtime failed the current provider-pack compatibility check;
rebuilding the runtime from matching public source removed that
mismatch. Owned resources were identified and cleaned up, with
diagnostic databases retained.
- 54 checks passed at `b81cec7d8c`, with no failed checks; Greptile and
Paperclip Review both scored 5/5, with both review threads resolved.
Master advanced during the live proof, so the branch was rebased with
both sides of additive import/test conflicts retained. On the rebased
head `2b74222b94`, 472 focused tests, UI typecheck, and UI build pass.
All required CI gates pass; Greptile and Paperclip Review both score 5/5
on this head, with no unresolved review threads. The PR is mergeable.
The serial local `pnpm test:run` was stopped after the CI test lanes
passed; that local run is not claimed as a pass.

## Risks

- An explicit upgrade can allocate a temporary probe sandbox and take
several minutes. Probe failures leave the agent on its existing runner.
- Ignored options no longer enforce a turn cap, Chrome integration, or
legacy idle-time tuning. The UI warns about each active ignored option.
- Unsafe or ambiguous execution settings still fail validation. This
change does not weaken environment qualification or runtime artifact
checks.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 07:59:18 -07:00
e0d90339bf fix(runner): make task-capable plugin environments Runner-only (#17380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - An environment plugin can run Paperclip Runner tasks through a
`driver: "plugin"` environment.
> - Core lets only the `paperclip_runner` adapter use a plugin
environment.
> - A Claude agent cannot get onto the Runner there. Runner selection
needs a reported platform for Claude, and a plugin target reports none.
> - The adapter Test route also checks the driver against the requested
harness before it resolves the runner.
> - This pull request makes task-capable plugin environments Runner-only
and checks the Test driver after runner selection.
> - The benefit is that Claude and Codex agents can use a Runner task
environment, and the UI cannot produce a legacy agent there.

## Linked Issues or Issue Description

Refs #17029. Refs #16978.

**What happened?**

A Claude Code agent with a plugin environment that runs Runner tasks
fails the connection test. The error is: `Environment driver "plugin" is
not allowed here. Allowed drivers: local, ssh, sandbox`. The Runner
selector in Advanced shows Paperclip Runner as unavailable, so the user
cannot fix the agent in the form.

**Expected behavior**

A Claude or Codex agent on that environment uses Paperclip Runner. The
connection test passes the driver check. Legacy is not offered, because
a legacy adapter cannot run on a plugin environment.

**Steps to reproduce**

1. Install an environment plugin whose driver declares `supportsTasks:
true`.
2. Create a plugin environment for that driver.
3. Open an agent with the Claude Code harness and select that
environment.
4. Click Test. The test fails with the driver error above.

**Agent adapter(s) involved**

Claude Code, Codex (through Paperclip Runner).

**Additional context**

Two gates caused the failure:

- `agentRunnerAvailability` requires a platform for `claude_local`. A
plugin target is `{ driver: "plugin" }`, so Claude resolves to Legacy.
- The Test route ran `assertAdapterTestEnvironmentForCompany` with the
URL adapter type before `resolveNewAgentRunnerForCompany`. The plugin
driver is allowed only for `paperclip_runner`, so the check failed
before selection could change the adapter.

## What Changed

- Runner target resolution marks a plugin environment as `runnerTasks`
when its plugin manifest declares `supportsTasks` for the driver key and
has the `environment.drivers.register` capability. The check reads the
manifest only. Run admission still verifies a ready plugin and a live
worker.
- `agentRunnerAvailability` returns Paperclip Runner as the only runner
for a `runnerTasks` target. It skips the platform check, because the
plugin provisions the host and launches its own pinned Runner. Harnesses
that the Runner does not support keep the Legacy result.
- The adapter Test route runs the company-binding check first, as
before. It runs the driver check after runner selection, with the
resolved adapter type. The driver check still runs before secret
resolution, leases, and the adapter probe.
- A saved adapter that cannot run on the requested environment no longer
keeps its saved execution in the Test route. It re-resolves its runner.
- `assertAdapterTestEnvironmentBinding` is a new helper that holds the
binding half of the guard. `assertAdapterTestEnvironmentForCompany`
keeps its behavior and calls it.
- The agent form switches a Legacy runner choice to Paperclip Runner
when the selected environment offers no Legacy runner. The test and the
save then send the Runner choice.
- `docs/specs/agent-config-ui.md` records the Runner-only rule and the
Run test order.

## Verification

- `pnpm --filter @paperclipai/server exec tsc --noEmit` passes.
- `pnpm --filter @paperclipai/ui exec tsc -b` passes.
- Server suites pass: `agent-runner-selection.test.ts`,
`agent-test-environment-routes.test.ts`,
`agent-permissions-routes.test.ts`,
`environment-selection-route-guards.test.ts`,
`agent-harness-verification.test.ts`,
`plugin-runner-task.integration.test.ts`, `adapter-routes.test.ts`,
`adapter-auth-signal-routes.test.ts`,
`agent-adapter-validation-routes.test.ts`,
`agent-hire-ai-connections.test.ts`.
- UI suites pass: `AgentConfigForm.render.test.tsx` and
`NewAgent.test.tsx`.
- New tests cover these cases:
- A task-capable plugin target offers only Paperclip Runner for Codex
and Claude.
  - Claude saves as `paperclip_runner` with ACPX on that target.
- A driver without `supportsTasks`, a different driver key, a missing
capability, an unknown plugin, or a malformed config keeps the existing
plugin target.
  - The Test route checks the driver against the resolved adapter.
- The Test route still rejects a plugin environment for a legacy
adapter, before any secret resolution.
- A saved adapter re-resolves only when it cannot run on the requested
environment.
- The form switches a saved or new Legacy choice to Paperclip Runner on
a Runner-only environment.
- I ran the new route and form tests against the old code. They fail
without the change.
- The full server `typecheck` script did not complete locally. Its
Runner vendor step needs `cargo`, which this machine does not have. CI
runs the full script.
- I did not run a live plugin environment end to end.

## Risks

- Behavior change: Codex on a task-capable plugin environment now offers
only Paperclip Runner. Before, the selector also showed Legacy, but Core
rejected a legacy save on that environment. No working setup loses an
option.
- The `runnerTasks` decision reads the plugin manifest. If the plugin is
down, the agent still selects the Runner, and the run fails at admission
with the existing plugin error.
- The adapter auth-signal route still checks the driver with the
requested harness. This PR does not change that route.
- An explicit Legacy save through the API on a Runner-only environment
still fails with the existing driver error. The UI no longer offers that
choice.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) wrote the change and the tests in
Claude Code, with shell, file editing, and local test runs.
- Claude Fable 5.1 (`claude-fable-5-1`) did the earlier diagnosis in the
same session.
- The session does not expose the context window size.

## Checklist

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

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-23 15:21:09 -07:00
Devin FoleyandPaperclip f406b32d08 perf: narrow run authorization reads (#17348)
## Thinking Path

> - Paperclip lets people manage and observe AI agents at work.
> - Live events and run history must enforce current task permissions.
> - Some permission checks load the complete run record for each event
or request.
> - Run context, runner configuration, results, and output can make
those records large.
> - This pull request reads only the persisted fields each access check
needs.
> - The checks still read current permissions and fail closed.

## Linked Issues or Issue Description

Related: #17251, #9155, and #16229. Those changes cover other run
projections, recovery polls, and task history. This change covers
live-event delivery, workspace-operation run checks, and event-list
access.

**What happened?**

Live-event delivery loaded every run column for each subscribed viewer,
although the permission helper used only the company, run scope, and
task binding. Workspace-operation checks did the same. The run-event
endpoint also loaded complete run records before returning separate
event rows. Large contexts and runner configurations therefore increased
database transfer for ordinary access checks.

**Expected behavior**

Read only the stored access binding. Keep company checks, permission
freshness, deleted-task tombstones, and response bodies unchanged.

**Steps to reproduce**

1. Create an issue-bound run with large context, runner configuration,
and output fields.
2. Subscribe an authorized viewer to company live events and publish run
updates.
3. Read the run events and a linked workspace operation.
4. Inspect the run SELECT projections. The previous queries load fields
that the access checks do not use.

**Paperclip version or commit**

The defect is present on the current master base, `62c78e56e53`.

**Deployment mode**

Authenticated server with PostgreSQL. The defect is not
adapter-specific.

## What Changed

- Select only company, scope, and issue bindings for live-event and
workspace-operation run authorization.
- Add a four-field run-access read for event-list requests. Reuse those
columns in the existing log-access projection.
- Preserve per-delivery and per-request permission checks, company
predicates, and event responses.
- Add real PostgreSQL and WebSocket coverage with large run fixtures.
Cover grant revocation, grant restoration, deleted tasks, missing and
foreign-company runs, and failed reads.
- Document the bounded access reads in the existing polling-load guide.

## Verification

- Six focused suites pass: 40 tests. They cover the changed paths,
run-state reads, run logs, disconnect retries, and native event replay.
- The new WebSocket test uses the production delivery path and a real
database. It verifies that the selected SQL omits large run fields while
authorization changes take effect on the same open socket.
- The event-route test preserves the returned event content and denies
the next request after grant revocation.
- Local recursive typecheck, full build, and module-boundary checks
pass. [Exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39997370119)
completed successfully, covering the full grouped unit suites,
typecheck, build/runtime boot, and E2E shards. The separate serial local
`pnpm test:run` is still running and is not claimed as completed.
- A later CI shard failed an unchanged email test expecting exactly one
task after permission grants. The unchanged-base test passes at normal
speed; adding only a 2.2-second pause before granting access reproduces
the extra tasks because previously denied deliveries become due for
retry. No email code or assertions are changed in this PR. The original
failure is retained. The single shard rerun passed: 92 suites and 1,489
tests passed, with one suite and two tests skipped by the existing
gates.
- CI initially found a route-test double missing the new access helper.
The follow-up fixes that fixture and adds event reads to malformed-ID
and missing/cross-company checks. All 122 tests across the four
changed-path suites pass; a final rerun of the expanded route suite
passes all 92 tests.
- The first CI run also timed out in the signoff changes-requested
handoff while waiting for a reviewer run after a cancelled execution
blocker. The focused test passes locally on this source. The same
focused test passes three times on unchanged master. Controller-lease
cancellation messages appear on both versions. The original CI timeout
is preserved as an intermittent, unreproduced failure; its exact cause
remains unknown. The signoff shard passes in the final exact-head CI
run.
- Initial fresh-checkout tests could not start because workspace SDK
output and native PostgreSQL library links were missing. Dependency
builds and the package's native-link setup corrected those
prerequisites. The subsequent focused run passed.

Focused command:

```sh
pnpm --filter @paperclipai/server exec vitest run src/__tests__/live-events-run-read.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts src/services/heartbeat/run-state.test.ts src/__tests__/native-observer-replay.test.ts src/__tests__/heartbeat-run-log.test.ts src/__tests__/heartbeat-run-privacy-disconnect-retry.test.ts
```

## Risks

- A missing access field could cause an incorrect allow or denial. Tests
exercise current grants, revocation, company scope, and deleted-task
bindings through the real consumers.
- No successful permission decision is cached. Every delivery and
request still checks current database state.
- No schema, migration, polling interval, API response, or deployment
configuration changes are included.
- This reduces bytes for the affected reads. It does not establish a
whole-account savings percentage. Hosted transfer measurements remain
separate validation after staging deployment.

## Model Used

OpenAI Codex, a GPT-6 based coding agent, used repository tools, code
execution, and database-backed tests. The session does not expose the
exact backend model identifier or context-window size; those values are
not guessed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-23 11:01:06 -07:00
DottaandPaperclip 9bf7dc0c8f feat(agents): bulk edit connections and default models (#17215)
Add harness-scoped bulk connection and default-model edits to the agent roster, with compatible choices, change previews, per-agent save results, and retries.

Use an icon-based harness filter, keep agent rows readable, remove the status selector and selection hint, and redirect legacy status URLs to the full roster.

Preserve authorization, audit history, unrelated settings, and optimistic concurrency checks through the existing agent update route.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-22 18:47:06 -05:00
DottaandPaperclip 734c265339 Default new Pi agents to Paperclip Runner (#17142)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Users choose a harness during agent setup.
> - Claude, Codex, and OpenCode already receive their qualified Runner
default.
> - Pi has a qualified native integration but new Pi agents still use
the direct adapter.
> - This change gives new Pi agents the native default on supported
targets.
> - Saved agents keep their runner and compatible settings. Legacy
remains available in Advanced.

## Linked Issues or Issue Description

Refs #17120, #14921, #14922, #14923, #14924, and #14956. Related generic
default work: #15422. This PR is the separate Pi follow-up to the merged
OpenCode change.

**Current behavior**

Choosing Pi for a new agent saves the direct Pi adapter. The native Pi
integration remains behind the generic experimental flag.

**Proposed behavior**

Default new Pi agents to ACPX Pi on macOS ARM64/x64 and GNU/Linux x64
with supported glibc. Keep unsupported targets and explicit Legacy
selections on the direct adapter. Require an explicit provider/model
before test or hire. Permit model-free inactive setup drafts.

**Reason and benefit**

Users choose Pi once and receive its qualified runner. Saved agents
retain their identity and settings. Conversions reject unsupported
legacy thinking and launch settings instead of dropping them.

## What Changed

- Add Pi to the shared platform/default contract and server creation
selection.
- Admit native Pi without the generic experimental flag.
- Preserve provider models, credentials, workspace settings, exact
thinking, and saved native policies.
- Add Pi runner controls, branding, setup resume, onboarding, built-in
configuration, and import handling.
- Add managed Pi OpenRouter routing and matching native provider API-key
accounts. Keep subscription and custom gateway exclusions. Clear
alternate credentials and reject custom Pi provider overrides.
- Keep Pi draft models empty instead of applying Claude's default model.
- Verify setup against the pinned Pi runtime. For native Pi on the
official OpenRouter route, reverify the API key live without requiring a
global Legacy Pi CLI.
- Match Pi’s bounded controller close window to its native snapshot
cleanup and lifetime verification, preserving explicit caller deadlines
and the mandatory drain/suspension proof.
- Bind Pi sidecars to the package that owns the pinned native assets,
including source and vendored server layouts. Other providers retain
their existing package authority.
- Keep protocol-owned finish/block tools out of the ACPX forwarded
catalog. The trusted bridge installs these tools itself; the complete
Rust authorization catalog and terminal receipt ledger remain intact.
This fixes actual Pi session startup and applies to other ACPX
consumers.
- Advance Copilot’s shared-source attestation to v58 because it pins the
shared files touched by Pi. Preserve immutable v57 bytes and historical
decoding; Pi’s own release identity is unchanged.
- Add regression coverage and update the paired maps and developer
documentation.

## Verification

- Passed: full repository typecheck and full production build on final
head 656d304783, including the generated attestation repair.
- Passed: focused shared/server/UI suites covering default selection,
platform fallback, conversion preservation, inactive drafts, managed
account compatibility, credential isolation, OpenRouter routing/model
IDs, exact thinking controls, and saved-account selection. Relevant
batches include 375 server/conversion tests, 267 account/routing tests,
and 110 UI setup/account tests.
- Passed: 179 attestation, historical-profile, qualified-profile, and
native-execution contract tests after CI identified stale Copilot source
hashes. The identity generator check passes; the only delta after the
passing Pi browser run is this Copilot attestation/history repair.
- Passed: 145 managed-account tests, including actual service
preparation and API-key adoption/rejection for native Pi without the
Legacy CLI; 6 pinned-installation probe tests.
- Red then green: an actual task failed session.open because its
54-operation catalog included the bridge-owned terminal tools. The
regression with those tools failed before the filter; all 399 Rust
library tests pass after it. The full product retry exposed an
additional package-authority mismatch. Four authority tests failed
before that repair; 11 authority checks and 14 installation/asset checks
pass afterward. Direct real Pi session initialization with the corrected
package root and catalog succeeds. No model prompt was sent by that
diagnostic.
- Red then green: real Pi posted Hello from Pi but its controller closed
before native cleanup could finish. The cleanup-budget test failed with
the old default and passes with the bounded Pi window. All 46 selected
suspension, drain, and package-authority tests pass after building their
native fixture.
- Passed: token gates, paired map checks, Rust formatting, and git diff
--check.
- Passed real browser acceptance on macOS ARM64, generic native runner
flag disabled, source a433748a12 (Pi code unchanged afterward): the UI
selects Paperclip Runner by default, retains Pi and the selected
model/account, and verifies the pinned runtime plus live OpenRouter key.
A fresh UI-created task, assigned to the UI-created native Pi agent,
posted exactly `Hello from Pi` and reached Done without retry or
restart. The native run and workspace finalization succeeded; the
response and Done persisted after Reload.
- Evidence: 8 preserved browser attempts, including the final passing
18-step journey with all screenshots. Prior failures remain recorded.
The earlier failed checkpoint run recovered on server restart; that
recovery is separate from the fresh final task’s clean success.
- Preserved browser failures: missing account control/inherited Claude
draft model; incompatible managed-account/model-prefix handling; generic
npm probe for Pi; Legacy CLI hello check; duplicate terminal tools and
wrong provider-package authority at actual native session.open; a real
Hello from Pi comment followed by premature checkpoint cleanup timeout.
Each failure has retained screenshots/logs and a corresponding focused
repair. The fresh final task proves these repairs end to end.
- The exact Runner Vitest shard was also run locally after the
attestation fix: the stale-hash failure is gone; 1,833 tests passed, 10
skipped, and two Codex retained-control settlement scenarios failed with
`native_cleanup_maintenance_unproven` during terminal ACK/suspension
replay. Both scenarios passed in an isolated rerun (2/2), and the same
19-test file passed in the preceding Linux CI run. The precise
full-shard timing cause is not established. These Codex scenarios are
outside the changed Pi paths; the original local failures are retained;
no complete local Runner-shard pass is claimed. The corresponding Runner
shard now passes on the final head in hosted Linux CI. All 60 final-head
check runs are now terminal and clean (55 successful, 1 neutral, 4
skipped), and the legacy Snyk status is successful.
- Local full repository tests were attempted but not completed:
provisioning briefly confused a workspace symlink, then a later run was
stopped before browser-driven repairs. No full local-suite pass is
claimed. Final-head hosted CI is green and fresh Greptile review is 5/5
with all review threads resolved; earlier jobs canceled by runner
shutdown are not counted as a pass.

## Risks

- Pi cleanup has a finite 45-second default window, accounting for the
native 30-second snapshot cleanup and 5-second lifetime fence. Other
providers and explicit caller deadlines retain their prior behavior.
- Pi requires explicit operator setup with `paperclipai runtime setup
pi` on the execution host. This PR does not add automatic downloads.
- Linux ARM64, Windows, musl, and unqualified targets retain Legacy.
- Legacy thinking levels minimal, medium, and xhigh cannot be translated
exactly. Native max thinking, warm lifecycle, or restricted permissions
cannot be dropped during a return to Legacy.
- Copilot’s bound profile advances to v58 with exact current launch
admission; v57 remains decodable for recovery. No historical identity is
rewritten.
- Existing agents and immutable run descriptors are not migrated. Cloud
Pi availability is unchanged.

## Model Used

OpenAI GPT-6 through Codex with reasoning, code editing, command
execution, and browser use. The exact serving model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 17:10:00 -05:00
DottaandPaperclip 39e44a9d9b Default new OpenCode agents to Paperclip Runner (#17120)
Default new OpenCode agents to Paperclip Runner on qualified macOS and Linux x64 targets. Preserve saved runner choices, explicit Legacy selection, and unsupported-target fallback. Pi remains a separate change.

Verified the complete browser path with a real OpenRouter connection: create the new agent, assign a task, observe its response and Done status, and reload to confirm persistence. CI passes and Greptile is 5/5 with no unresolved findings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-21 15:09:15 -05:00
DottaandPaperclip 159d006bb4 refactor: let login flows own session completion (#17129)
## Thinking Path

> - Paperclip manages AI agents and their connected accounts.
> - Login flows bind verified credentials to an owned connection.
> - The shared save service currently uses the provider name to choose a
session ID column and completion state.
> - A provider can support more than one login flow. Provider identity
does not define session identity or state.
> - This PR gives every flow the same internal session ID contract and
lets the setup-token owner complete its own claim.
> - Credential writes, session binding, and completion remain in one
transaction.

## Linked Issues or Issue Description

Refs #17106. This is an independent prerequisite for that sleep cleanup
PR. It contains no scheduler or cleanup-worker changes.

**Current behavior**

The connection save service looks up Anthropic sessions by public ID and
all other sessions by internal ID. It also marks every Anthropic session
as stored. Local Anthropic login works because its public and internal
IDs happen to match, and its caller overwrites that intermediate state.

**Proposed behavior**

Every caller passes an internal session ID. A small setup-token
completion service resolves the public ID within its owner scope and
supplies a transaction callback. That callback uses the existing
conditional stored transition. Device and local login flows keep their
own final states.

**Reason and benefit**

Adding or changing a login flow no longer requires provider branches in
the shared session binding path. The service still owns membership
checks, row locking, target validation, credential writes, and
idempotent binding. The flow owns only public-ID resolution and its
completion transition.

**Breaking changes**

The internal TypeScript save signature changes. All production callers
are updated. Public HTTP payloads, database schema, and local session
URLs stay unchanged.

## What Changed

- Replace the ambiguous session ID argument with an internal session
reference and an optional completion callback.
- Run the callback inside the existing save transaction, only for the
first successful binding.
- Move public-ID resolution and the stored transition to
setup-token-ai-connection.ts.
- Update setup-token, device, and local callers.
- Add real PostgreSQL tests for ID selection, owner and target checks,
one-time completion, and rollback after a rejected completion.
- Exercise local Anthropic and OpenAI HTTP completion with distinct
public and internal IDs.
- Document the ownership contract in AI-CONNECTIONS.md.

## Verification

- Passed: pnpm -r typecheck.
- Passed: pnpm exec vitest run
server/src/__tests__/ai-connections.test.ts
server/src/__tests__/agent-device-login-routes.test.ts
server/src/__tests__/agents-claude-oauth-binding.test.ts — 233 tests.
- Passed: pnpm build.
- Passed: full CI, including test shards, typecheck, build, and E2E, on
d98ce6e504:
https://github.com/paperclipai/paperclip/actions/runs/39654210168.
- The additional local pnpm test:run was stopped after the full CI pass
to avoid duplicating the completed run. It is not reported as a
completed local full-suite pass.
- Greptile: 5/5 on d98ce6e504, with no
actionable findings or unresolved threads.
- The first AI suite run had two new fixture failures: a duplicate
environment name across provider cases, and an assertion that ignored
existing shared connections. The fixtures now use distinct names and
query the attempted connection directly. The corrected affected suites
passed.

The first CI run passed all 1,420 assertions in server shard 11/12 but
failed on an unhandled child-process rejection in
`workspace-runtime-exposure.test.ts` (the synthetic EADDRINUSE case).
Both the test and runtime implementation are unchanged from this PR's
base. The two affected parameter cases passed locally unchanged (2
passed, 29 skipped). Inspection shows a possible timing window before
the early-exit promise joins the readiness race; that cause has not been
reproduced conclusively. The single CI retry passed on the same commit.
This demonstrates recovery; the original timing cause was not
conclusively reproduced. Original job:
https://github.com/paperclipai/paperclip/actions/runs/39654210168/job/119410225203.

## Risks

- A completion callback failure must roll back the credential and
session binding. The real-database regression test proves this for a
rejected setup-token claim.
- The callback is internal, awaited inside the existing transaction, and
must use the supplied transaction handle. It adds no network work or
provider SDK dependency.
- Setup-token resolution adds one indexed lookup per completion. The
shared save then locks and validates the row again. No recurring work is
added.
- The setup-token owner now uses the existing conditional completion
guard, including the unconsumed-claim and commit-time expiry checks.
Invalid claims fail closed.
- Live provider sign-in was not exercised; tests use fixture credentials
and real PostgreSQL. No schema migration is needed.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, source inspection, code
editing, and test execution. The exact serving model ID and
context-window size are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 14:42:38 -05:00
Nicky LeachandPaperclip 00331e0254 Connect native Runner admission to plugin-owned workspaces (#16978)
## Thinking Path

> - Paperclip manages work for AI agents.
> - A plugin can own an execution environment and its files.
> - #17029 supplies the task driver and bounded setup verification.
> - Heartbeat still prepares workspace files on Core and expects a shell
transport.
> - This PR gives the selected plugin ownership of workspace preparation
and native task execution.
> - Core keeps admission, tool authority, and recovery checks.

## Linked Issues or Issue Description

**Subsystem affected**

Heartbeat workspace admission and native Runner execution.

**Problem or motivation**

A task-only plugin cannot run through Core filesystem staging or shell
execution. Native admission and recovery must use the same lease and
workspace ownership.

**Proposed solution**

Use the task driver from #17029. Resolve workspace and project
identities without Core file operations. Connect native dispatch and
restart recovery to that driver.

**Alternatives considered**

Keep workspace admission and dispatch in one change. A workspace change
alone would leave dispatch on the previous transport. An execution
change alone would leave Core staging files for the wrong host.

## What Changed

- Enable plugin environment selection for native workspace sessions.
- Resolve workspace metadata and authorized project references without
Core checkout, copy, or provision operations.
- Preserve agent-default and primary workspace policies. Use the pinned
workspace provider for plugin-backed project storage. Reject unsupported
Core service commands and cross-owner reuse.
- Connect native execution to the prepared task driver. Keep assigned
MCP authority on Core.
- Save exact checkpoint identity, transfer selected account refreshes,
and require termination proof before replacement or cleanup.
- Complete managed plugin workspaces through their storage provider. Use
the same check after a restart. Keep branch validation and leave
task-owned files on the plugin.
- Include default instruction content in runtime synchronization when no
instruction directory exists.
- Defer new-agent Copilot verification until the saved-agent lifecycle
can acquire the agent-owned computer.

## Verification

- Rebased onto `origin/master` at `898144f4b3`. Master advanced once
during verification. Both manual conflicts joined import blocks: one in
`native-session-executor.ts`, and one in
`heartbeat/runtime-execution.ts`. The seven patches retain their logic.
The first rebased head passed repository typecheck, build, all 862
focused execution/finalizer cases, and all CI gates. The latest head
`93e5a72892` passes server typecheck and all 880 focused execution,
finalization, and execution-control notification tests. All 54 CI/review
checks pass, with two expected skips. Greptile ran automatically and
scored this head 5/5 with no unresolved findings. No new review or Apex
request was made for these import-only resolutions.
- The successful CI workflow initially left three stale job-check
reports. Targeted policy and summary reruns cleared the reports. No
source change or test fix was needed.
- Repository typecheck and build pass: `pnpm -r typecheck` and `pnpm
build`.
- Focused native execution and restart tests pass: 795 cases. The
account and harness suites pass: 159 cases. Workspace admission passes:
48 cases. The SDK task lifecycle, workspace API, runtime-hook, and
instruction checks also pass.
- The heartbeat integration case uses the merged workspace provider
contract and reaches native dispatch with no project files on Core. The
new-agent case confirms that creation leaves the agent in `preparing`
until lifecycle verification.
- Map validation and the Copilot source-identity check pass. No Runner
implementation or source-identity bump is in this PR.
- The first rebased workspace run found two stale path assertions and a
recovery guard that did not recognize task-owned targets. These are
fixed. The storage integration fixture also needed its persisted source
binding; the production authorization check stays in place.
- Two prior review findings required rejection of Core service startup
and cross-owner workspace reuse. The existing admission fixtures now
check both failures. The installed-account authentication finding was
fixed in merged #17029.
- Tests reuse the current fixtures. No new provider test matrix or live
Runner process is added for these fixes.
- The prior head `2db273ec12` passed CI on its first attempt and reached
standard Greptile 5/5. Apex scored 4/5 and found local-folder checks
during plugin completion and recovery.
- The completion fix reproduces both failures. It passes all 110 cases
in the runtime execution, workspace finalizer, and workspace provider
integration suites. Server typecheck and map checks pass. CI passed on
`62d8335b4e` on its first attempt, and standard Greptile scored 5/5. The
next Apex review scored 4/5. It found that a failed plugin inspection
could abort restart recovery.
- The restart fix records a failed workspace receipt and uses the
current run retry policy. A regression first reproduced the aborted
pass. It now checks retry state, retained results, and completion of
another workspace in the same pass. All 68 finalizer cases and server
typecheck pass. CI passed on `7d4016323b` on its first attempt. Standard
Greptile and Apex both scored 5/5. Apex left one P2 about lost failure
codes.
- The diagnostic fix keeps the known branch and owner mismatch codes in
receipts and run recovery state. It gives repair guidance for those
codes and keeps unknown plugin errors generic. All 96 affected finalizer
cases and server typecheck pass. Before the rebase, required CI passed
on `c2fa61c6c8` on its first attempt. Standard Greptile and Apex both
scored 5/5 on that head, with no unresolved findings. The new head
retains these reviewed patches.
- The earlier Superagent scan on `c2fa61c6c8` was inconclusive after a
pinned merge-base checkout failed or timed out. The current scan on
`93e5a72892` passes.
- The exact rebased head passes all 48 workspace cases and server
typecheck. The first local test launch could not bind PostgreSQL inside
the sandbox. The authorized local-server run passed.
- The prior head reached standard Greptile 5/5. Its first CI run hit an
unchanged Runner cleanup timeout and an external build-runner shutdown.
Both jobs passed on the single retry. The timeout cause is not
established.
- A local regression check found that a retained Core workspace could
also enter a plugin task without file transfer. Core now rejects this
move before provider work. The existing ledger test covers both
directions and confirms that the source files stay intact.
- The first active standard review scored 4/5. It found that a fresh
plugin retry could enter Core Git preparation. This mode now uses the
existing unsupported-storage error before workspace resolution or
acquisition. Both unsupported-mode cases pass, and server typecheck
passes.
- No live Cloud or provider validation was run.

## Risks

- The prerequisite #17029 is merged. This PR targets master.
- Native plugin tasks support per-turn workspace sessions. Core service
commands and fresh retries that import retained files remain
unsupported. A workspace storage plugin can use the modes and strategies
it declares.
- Core-managed credentials support Codex and direct Claude accounts.
Other managed credential routes fail closed. Other harnesses can use an
installed account.
- A provider must preserve its prepared configuration and report process
termination correctly. Uncertain termination keeps the task pending
cleanup.
- Cloud deployment and live provider validation remain separate.

## Model Used

OpenAI Codex, GPT-6. The exact model ID and context window are not
exposed in this session. Tool use includes code editing, local tests,
and the GitHub CLI.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-21 08:22:48 -07:00
Nicky LeachandPaperclip e5351b240a Verify native Runner setup through plugin tasks (#17029)
## Thinking Path

> - Paperclip manages work for AI agents.
> - An environment plugin can own a Runner task.
> - The merged launch-preparation contract lets the execution owner
build the provider configuration.
> - Core still needs a task process owner and a setup test that uses
that configuration.
> - This PR connects the task API to the Runner process-owner contract.
> - Operators can test a plugin environment before Core sends it task
work.

## Linked Issues or Issue Description

**Subsystem affected**

Runner, plugin SDK, and agent environment tests.

**Problem or motivation**

A task-only environment cannot use the shell-based setup path. Core must
verify the Runner hello exchange and process cleanup through dedicated
task operations.

**Proposed solution**

Add a lease-bound task driver and use it for a bounded setup probe. Keep
heartbeat admission and task execution in #16978. This PR follows the
merged launch-preparation contract in #16997.

**Alternatives considered**

A provider declaration alone cannot prove that Runner and the provider
connect. A shell bridge would give the plugin an unnecessary command
interface.

## What Changed

- Pass structured Runner launch data to process owners. Support an
external connection and explicit detach.
- Add typed launch authentication checks and checkpoint operations.
Check lease, run, project, and retained-task authority.
- Connect launch preparation, PRP, termination proof, and credential
handoff to the task driver. Reject local environment overrides during
installed-account setup. Pass saved-account identity and credential home
directly from Core.
- Run a short-lived setup probe through the existing agent environment
test API. Require a verified provider hello and cleanup. Keep saved
Copilot account checks metadata-only through a dedicated task operation.
- Update the Copilot source identity because the shared transport source
changed. Keep provider behavior and the earlier identity fixture.

## Verification

- CI passes on `f987adec7`: 55 successful checks and 5 expected skips.
Standard Greptile and Apex are both 5/5 with no open findings. The
branch merges cleanly with current master.
- Repository typecheck and build pass after the rebase onto the
workspace-provider contract. Server typecheck and build also pass after
the final setup fix.
- The 110 focused lease, SDK, setup, Copilot, and route cases pass after
the rebase. All 14 setup cases pass after the final change. These
include a real local Runner with a test provider. The saved-agent
model-discovery case also passes.
- Apex found that Core's relative workspace marker failed the driver
path check, and non-Codex sessions omitted the observed model. Both
failures were reproduced and fixed. The probe leaves physical workspace
selection to plugin preparation. The transport reads each provider's
observed model and exposes it to the driver. All 14 setup cases, 6
transport peer cases, and both existing real Runner/OpenCode cases pass.
Runner build and server typecheck pass.
- The coverage audit removed two redundant cases, repeated fixture code,
and two extra real Runner launches. It kept authorization, credential
selection, cancellation, lost replies, termination proof, checkpoint
identity, and provider setup checks.
- The Copilot source-identity check passes. The added-line secret and
PII scan passes. The unmerged v52 attestation was regenerated after the
shared transport fix.
- CI on `13faeff02` caught one stale Copilot digest assertion after
attestation regeneration. The literal now matches the candidate
attestation, and all 49 installation cases pass. That CI lane otherwise
passed 1,818 cases.
- An earlier CI run hit an unchanged UI toast timing test. The separate
fix is tracked in #16952. Current CI passes that shard. CI also caught a
stale model-discovery assertion in this change; the assertion is fixed.
- The local full-suite run was stopped when master changed. The final CI
run supplies exact-head full-suite validation. No live Cloud or provider
test was run.

## Risks

- Native hello tests require a saved Core account or the installed
account. Local environment overrides are unsupported for
installed-account probes and fail before the provider runs.
- A native task provider must declare launch preparation and
authentication-check version 1. It must keep the checked configuration
fixed through submission. Core rejects providers that cannot make this
guarantee.
- A lost task reply does not prove process termination. Core retains
grants until the provider proves termination and Core saves required
state.
- This PR does not enable native heartbeat dispatch through plugin
environments. Cloud deployment and live provider validation remain
separate.

## Model Used

OpenAI Codex, GPT-6. The exact model ID and context window are not
exposed in this session. Tool use includes code editing, local tests,
and the GitHub CLI.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:13:09 -07:00
Nicky LeachandPaperclip 79b2bf78dd Create agent records when onboarding names are submitted (#17005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Core onboarding selects an agent and connects its provider account.
> - The current flow creates the agent record after authentication.
> - Setup needs a stable agent identity as soon as the user submits its
name.
> - This PR saves a paused setup record on name submission and finishes
the hire on that same record.
> - The existing sandbox authentication and approval paths continue to
apply.

## Linked Issues or Issue Description

**Subsystem affected**

Core agent lifecycle, shared validators, and onboarding UI.

**Current behavior**

Onboarding creates the database record at the final hire step. Earlier
authentication and saved setup have no agent record.

**Proposed behavior**

Create a paused agent with a setup hold when the user submits its name.
Do this before adapter selection or authentication. Update that same
record after adapter selection. Reuse its ID on retries and saved setup.
Finish that record through the existing hire path.

**Reason and benefit**

Give setup a stable identity without coupling this refactor to computer
provisioning or a new execution backend.

**Breaking changes**

Incomplete setup now leaves an inactive agent record. Existing clients
can still create and hire agents without the new optional fields. The
sandbox authentication flow and API key support remain in place.

**Additional context**

Requested Core-only refactor. Related work: #15422 changes runner
defaults. This PR preserves those choices. No duplicate early-record
refactor was found in the issue and PR search.

## What Changed

- Save the agent when the user submits its name in both onboarding entry
points. Use a provisional adapter until the user chooses one. Reopen
name-only drafts at adapter selection.
- Add retry-safe setup creation and same-record hire completion. Keep
approval checks at final hire.
- Save and restore setup configuration in both onboarding entry points.
Show Finish setup for paused setup agents.
- Restrict setup changes to authorized board users. Block generic resume
until setup finishes.
- Add lifecycle, authorization, connection, and UI coverage. Update the
specification and feature maps.

## Verification

- Latest focused server run: 126 lifecycle and AI-connection tests
passed after the Apex fixes. An earlier broader run passed 301
lifecycle, instruction, adapter-validation, and AI-connection tests.
Earlier authentication, retry, cross-company, and direct-create
regressions also passed.
- Name-save verification: 336 tests across the wizard, naming dialog,
New agent, action-button, and wizard-step suites passed. Coverage
includes retry identity, repeated submission, closing during a save,
saved-model restoration, and a disabled process adapter.
- Shared, server, and UI TypeScript checks passed. The latest UI package
check and direct server TypeScript check passed. The server package
preparation command could not finish locally because Cargo is
unavailable; full build preparation runs in CI. Map checks, token gates,
and `git diff --check` passed; each pushed diff was scanned for
credentials and PII.
- All six onboarding browser tests passed together with installed Chrome
against a fresh throwaway instance after the Apex fixes. They include
numbered duplicate names, first-time Copilot without a connected
account, and Grok’s saved model. They verify early persistence in both
entry points, closing and reopening a name-only draft, same-record
adapter selection, sandbox sign-in, login reload, and failed-connection
gating. Provider responses are simulated; Core persistence is real.
- Regression coverage includes incomplete Copilot creation versus final
validation, Kimi settings through redacted responses, stale local
drafts, company switches during creation, saved environments, and
provider changes with personal/shared old bindings.
- Apex found five name-only setup gaps: numbered names, early Copilot
account validation, the Grok model default, same-name draft ownership,
and provisional runner restoration. The fixes preserve server names,
defer implicit account binding until hire, set Grok’s model, avoid
name-based reuse of unfinished records, and restore Auto for pending
adapter choices. UI, database, and browser regressions cover these
cases.
- Standard Greptile found a Grok provider mismatch in the new adapter
save. The save now uses ACPX with the Grok profile. Both the 129-test
dialog/setup run and a real-API browser regression passed after the fix.
The first browser attempt stopped on an ambiguous empty-roster button
selector; it now scopes the click to the toolbar.
- Moving the save point exposed a saved-model reset and timing
assumptions in the same-name and portal fixtures. The source choice now
preserves the restored model, and tests cover same-name recovery without
a second hire.
- Initial CI exposed direct-create compatibility, concurrent setup
effects, fixture assumptions, and a missing-fields assumption in the
provider-validation guard. These were fixed and verified locally. Review
findings were addressed with authorization, recovery,
credential-persistence, and restored-configuration regressions.
- The final desktop capture passed after host resource cleanup. A repeat
first failed before Core started because macOS had exhausted
shared-memory IDs. Standalone PostgreSQL initialization reproduced the
same error. Releasing only unattached control segments from this task’s
stopped test databases allowed the unchanged revision to pass. No Core
or system setting changed.
- Local database tests required port access outside the sandbox. Missing
declared development dependencies were supplied outside the branch. No
live provider sign-in was tested locally.
- [Full monorepo
CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236)
is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard
Greptile scored 5/5 with zero new comments (check `118969424903`). The
subsequent Apex review also scored 5/5 with zero new comments (check
`118972866331`) on that same commit. All review threads are resolved.
- The separate Superagent Security scan returned neutral/inconclusive
because its pinned merge-base checkout failed or timed out. GitHub
returned 404 for check and suite rerun requests. This is not a
successful security scan; the CI workflow and other security checks
passed.

## Risks

- Users can leave inactive setup records behind, including after name
submission alone. These records cannot run until hire completes.
- Setup completion touches hiring and approval boundaries. Tests cover
retries, company isolation, creator permissions, and approval snapshots.
- An uncertain credential-save result retains its new secret reference
for retry. A confirmed client rejection removes only credentials staged
by that attempt.
- No schema migration or VM provisioning change is required.
Agent-computer integration is out of scope.

## Model Used

OpenAI Codex, based on GPT-6, with repository search, code editing, and
tool execution. The exact deployment ID and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:08:57 -07:00
DottaandPaperclip 92b238137b Connect and configure GitHub Copilot through Apps (#15705)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps and AI Connections store credentials and govern access to agent
runtimes.
> - Users need a supported saved-token connection and config values that
survive save and reopen.
> - The release must preserve saved-token access and task lifecycle
guarantees.
> - This pull request will connect Copilot through the normal Apps and
AI Connections path.
> - The benefit is a reviewable part of the Copilot production release.

## Linked Issues or Issue Description

Refs #15701 and #15703. Supersedes setup work in #15562. Base: #15703.
Next: #15706.

## What Changed

- Require configuration update authority before Copilot
credential-bearing model discovery; default to the saved environment and
preserve explicit selection for editors.

- Keep Copilot discovery passive during reconnect reconciliation;
refresh on explicit opening, account/environment changes and reconnect.

- Add GitHub AI token connections with encrypted storage, ownership,
grants and audit logging.
- Keep repository access separate from Copilot runtime authentication.
- Probe the selected environment without sending a model prompt and
preserve authenticated model selection through save/reopen.
- Keep fresh execution admission consistent with normal Copilot setup;
persist task model choices without changing provider or permission
policy.
- Refresh authenticated models after reconnecting the same saved Copilot
account, including recovery from a previous authentication error.
- Apply the additive provider-default constraint migration through the
normal generated migration workflow.

## Verification

Runtime #15701 is merged at `d855e550ad8d2a267312983f26457aabf5393c3a`.
History #15703 is merged at `df80616d98119cbf5abd40549794d9980a5fabf6`.
Remaining source
[`42bcbd61299655f7e37aabe6bb5f19bba770ad1d`](https://github.com/paperclipai/paperclip/commit/42bcbd61299655f7e37aabe6bb5f19bba770ad1d)
contains the four-file authorization repair. The remaining PR trees
preserve six nonoverlapping files from the newer public mainline
managed-settings fix and the CI-owned lockfile. No unrelated provider is
enabled.

The security finding is repaired: existing-agent discovery requires
`agent_config:update` before connection selection or token resolution.
The saved environment is the default. Authorized editors can select a
prospective environment. Both denied board-viewer and agent-reader
regressions fail on the original source. All49 route tests and server
typecheck pass with the fix. Denied requests perform no connection
selection, credential resolution or probe. Current-head security scans
pass on both remaining PRs; the repaired thread is resolved.

Copilot CLI1.0.88 and profile47 retain digest
`sha256:55044aa235e88b3fe36ec8a556ee1e3382590870aab907e4462ef7d64af49cea`.
The [qualification
record](https://github.com/paperclipai/paperclip/blob/42bcbd61299655f7e37aabe6bb5f19bba770ad1d/doc/plans/2026-10-20-copilot-qualification-v47.json)
reports20/20 Product cells,154 assertions and7/7 protocol cases,46
assertions against frozen normal installed source
`c2616370800f5f6df45246b0890ba35a7cd2faab`. The exact qualification
model is `gpt-5.6-luna`. Every passing Product case confirms cleanup.
Original failures remain recorded; automatic behavior retries are
disabled. The route-only authorization repair changes no bound
runtime/profile bytes and does not relabel the frozen campaign.

The ordinary installed remote journey passed saved-token selection,
model discovery, normal UI save/reopen, metadata-only Test, completed
task, accepted receipt and exact19-byte browser download. An open model
catalog caused no additional discovery requests during117seconds. Actual
installed runtime smokes passed on macOS ARM64, macOS x64 under Rosetta
and native Linux x64 on Daytona. Raw token browser entry was not
exercised; encrypted connection creation used the normal API.

The first Daytona file attempt timed out during delayed semantic
dispatch; its precise stalled layer remains unresolved. Independent
ordinary remote delivery and the other19 Product cells passed before one
instrumented recheck passed8/8 with unchanged source,prompt,assertions
and deadlines. No causal latency repair is claimed.

Before the authorization repair, all four final PR heads passed required
verify/E2E and fresh Greptile5/5 reviews with zero unresolved threads.
Current-head CI/review is running for the two repaired heads. Local
focused checks retain129 connection,59 runner,72 shared-eval and88
recovery/workspace passes, plus migration safety and token gates. The
additive Copilot migration is361; released master history is preserved.

[Cloud normal-package
run39414239704](https://github.com/paperclipai/paperclip/actions/runs/39414239704)
builds the pre-security source4f3f. All four native producers and Linux
package assembly pass; the final clean installed consumers are
finishing. All18 retained archives match their hashes;37,863 regular
files contain zero selected credentials. That package does not contain
the later route repair. The actual final published package must include
it and pass the local/Daytona live canaries. The frozen Daytona image
remains published and independently verified. No separate full-image
scan is claimed. Docker builds run in the cloud.

**Remaining:** current-head CI/review, setup and qualification merges,
final publication, and ordinary local/Daytona canaries against the
actual shipped package. The user explicitly authorizes the maintainer
review override; CI remains a merge gate. No production deployment is
claimed. Provider USD remains unknown and GitHub-attributed.

## Risks

Bad credentials, missing entitlement, runtime installation and
unavailable models must remain distinct failures. A connection must not
adopt ambient credentials. The constraint migration changes accepted
provider values, with no credential-storage migration.

Current-master NewAgent fixture extraction is retained. Copilot cases
use that shared support and test both passive discovery and explicit
reconnect under the same setup lifecycle.

The onboarding retry regression shares the component suite’s
saved-connection, authenticated-model, draft, agent-list, hire and
render lifecycle fixtures. Keeping it beside the existing onboarding
failures makes adoption versus duplicate hire observable under the same
lifecycle; this is the concrete cohesion reason for the existing large
test file.

## Model Used

OpenAI Codex, based on GPT-6. The exact serving model ID and context
window are not exposed in this task. Used for code changes, review and
tool-assisted verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 07:02:22 -05:00
DottaandPaperclip 4970d5ed3d fix(skills): unblock agent attachment and preserve Latest selections (#16899)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators attach company skills to agents from the skill library.
> - Attachment first reads the agent's skill snapshot to preserve other
assignments.
> - That read materialized and validated repository files for the entire
library, even in read-only mode.
> - The response also treated resolved runtime versions as stored pins.
Saving could then fail with beta pins disabled.
> - This pull request makes version-cache inspection lightweight and
returns the stored assignment choices.
> - The benefit is a responsive attachment flow that preserves Latest
and explicit pins.

## Linked Issues or Issue Description

**What happened?**

Adding a repository skill to an agent could stall before the save
request. The prerequisite snapshot read projected or checked every file
in every installed repository skill. Once it returned, an existing
Latest assignment could become a version pin in the save payload. The
server then rejected that save when beta skill pins were disabled.

**Expected behavior**

Reading assignments must not prepare all repository snapshots for
execution. Adding a skill must preserve the other assignments and their
Latest or pinned choices.

**Steps to reproduce**

1. Install repository-backed skills with stored immutable versions and
cold disk caches.
2. Assign one repository skill to a Claude agent with Latest selected.
Leave beta skill pins disabled.
3. Open another skill, select Add to agent, choose the same agent, and
save.
4. Observe the expensive prerequisite read and the beta-pin rejection
after that read completes.

**Paperclip version or commit**

Reproduced from master at `ac9459bae3329395f10bc81c638a374eef152baa`.

**Deployment mode**

Observed in hosted staging. Reproduced with a disposable local instance,
embedded PostgreSQL, and the Claude local adapter on macOS arm64 with
Node 26.4.0.

Related: https://github.com/paperclipai/paperclip/pull/9995 adds a
separate read-only assignment endpoint for peer-agent access. This fix
keeps the existing configuration-gated snapshot and its permissions.

## What Changed

- Respect read-only listing for current and pinned version caches. Check
directory and entrypoint safety without projecting repository contents,
reading all support files, or updating cache access records.
- Keep complete snapshot restoration and byte validation at run
preparation. Missing caches are restored from stored data. Corrupted
files are repaired there.
- Return stored assignment version choices in both list and sync
responses. Keep runtime version details in the snapshot entries.
- Add database-backed regressions for cold and warm reads, pinned
versions, execution repair, and unsafe entrypoints. Add HTTP regressions
for save round trips and explicit pins.
- Update developer documentation and verification recipes.

## Verification

- Red: both latest and pinned read-only cache regressions failed on the
original code. The original code created caches during listing.
- Red: the HTTP save-roundtrip regression returned 400 with the beta-pin
error. The explicit-pin regression also failed.
- Green: the updated API and cache suites passed all 145 tests. The
three related company-skill service suites also passed.
- Real browser: attached a repository skill to a paused test agent with
another repository skill already set to Latest and beta pins disabled.
The success toast appeared. The skill's Agents tab retained the
assignment after reload. API reads confirmed both assignments remained
unpinned and no repository version caches were created.
- Local synthetic fixture: six skills share a 606-file repository
snapshot. A cold HTTP skill-list request completed in 241 ms. This is
local evidence, not a staging latency measurement.
- Real service comparison on that fixture: the baseline cold list wrote
3,648 version/cache files. A warm baseline list read 3,642 version files
and wrote six access records (457 ms). The fixed warm list read and
wrote zero version/cache files (61 ms). Both services returned the same
16 library entries.
- `pnpm -r typecheck` passed. The final API edit also passed the server
typecheck.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- The broad `pnpm test:run` invocation reported six failures in the
untouched `tool-gateway-service.test.ts` suite. An isolated rerun passed
all 59 tests. The broad run was stopped after recording those failures,
so it is not a green full-local result. The PR CI matrix separately
passed those suites. Greptile completed on the current commit with 5/5,
zero comments, and no open threads.
- One CI shard was interrupted by runner shutdown, with no failed
assertion in its log. A single failed-job retry passed on the same
commit. The aggregate CI gate passed. All current-head PR checks are
complete with no failing or pending checks.
- This PR does not claim that the fix has been deployed to staging.

## Risks

- Settings reads check cache locations and entrypoints. They defer full
support-file validation to execution. Regression tests verify that
execution still repairs corrupt bytes and restores missing versions.
- The response now distinguishes stored pins from resolved runtime
versions. Explicit historical pins remain intact. Company,
configuration, connector, and beta-pin authorization gates keep their
existing behavior.
- No schema migration or dependency change.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:33:02 -05:00
DottaandPaperclip 45b67f1d93 feat: default new Apple Silicon Claude agents to Paperclip Runner (#15993)
## Thinking Path

> - Paperclip lets users choose an agent harness and account.
> - The server resolves the runner for new agents.
> - Claude still needs the same ordinary native-default journey as
Codex.
> - Existing agents must retain their runner, model and account.
> - This PR defaults new Apple Silicon Claude agents to Paperclip Runner
with Opus 5.5.
> - Users can connect and work without a runner override.

## Linked Issues or Issue Description

Refs #15683. This PR depends on #15994 and precedes #15997. Related
scope: #15422, #13978 and #15224.

## What Changed

- Resolve new Apple Silicon Claude agents to `paperclip_runner`,
`provider: acpx`, `acpxAgent: claude`. Keep explicit Legacy, models,
provider routing and saved execution.
- Use `claude-opus-5-5` for ordinary Claude defaults and retain explicit
overrides.
- Reuse existing API-key/subscription connections, credential storage
and checks. Generalize the shared Advanced runner control with Claude
branding.
- Carry configured effort into the shared v9 contract. Preserve
compatible permissions, instructions, skills, timeouts and session
behavior. Require Legacy for unsupported settings.
- Qualify a new immutable managed Claude target at explicit Connect
through the existing permission-gated probe. Use fresh scoped discovery
for test and hire. Discard stale results and require an explicit Connect
after settings change.
- Retain merged Codex onboarding recovery, auth preparation,
import/effort corrections and Grok Bot gates.
- Check the Claude first-task wizard's saved default directly. Update
configuration/runtime documentation and exact Opus 5.5 accounting.

- Align hire fixtures with the merged host-environment restriction.
Native agent-authenticated hires cannot inject host env settings; both
creation endpoints verify that no extra agent is saved.

## Verification

- Updated onto master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through
#15994. Native input v9 carries effort while preserving v7 home modes
and v8 Muse. Codex defaults remain unchanged.
- Focused local verification passed 285 server tests, 323 UI tests, 124
setup/registry tests, and two v9 permission-pin transport cases. Direct
server/UI TypeScript checks passed. An initial 30-second hook timeout
was resolved by serial verification with a longer hook budget: all 122
credential/permission cases and 232 snapshot/environment cases pass.
Direct server TypeScript checking also passes.
- Ordinary web creation with the experiment disabled saved native
Claude, Opus 5.5 and High effort without runner/model overrides. The
actual product task and follow-up both succeeded on integrated source
`b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` with the cloud-built daemon
from `04e0202ca81387b17cbe7fd094a8338648356fe9`. The final master
reconciliation also changes shared runtime source. Historical proof
retains its source identity; a final-source cloud qualification is
running before refreshing the preview daemon.
- Both actual browser downloads were checked: v1 has three sections/six
checkboxes (451 bytes); v2 preserves the original body and adds two
Rollback checks (612 bytes). The original attachment stayed
byte-identical. The follow-up records session resume and the same
provider session. Total estimated API usage: $0.518432800, with no
pending/unpriced usage in the successful fixture.
- Fixed the live-discovered setup incompatibility: native API-key
validation no longer depends on the global Legacy Claude CLI. The
existing provider endpoint verifies the key without a paid prompt;
subscription/custom routing probes remain intact.
- Fixed security review's native-hire credential redirection:
agent-supplied URLs, proxy/launch settings and other host environment
controls are rejected before inheritance. Native credential references
remain supported and partial edits use the saved harness. Added
create/hire/update regression coverage.
- Current-head cloud CI is green. All three stack PRs have fresh
Greptile 5/5 reviews and zero unresolved review threads. Required
typecheck, test and build gates ran in cloud CI; Docker work stayed
remote. Earlier failed checks remain in their original runs.
- Docker and native release builds ran in cloud infrastructure. An
inadvertent local Rust prerequisite was stopped; no local Docker build
was run.

- The final master merge preserves task-loading, permission,
skill-retention and OpenRouter changes. Pi uses a fresh combined profile
27, preserving both historical profile-24 declarations; Copilot remains
profile 22. Focused protocol checks passed 155 cases (one skipped), the
updated Pi attestation check passed 18 (one skipped), and 91
evaluation/catalog checks passed.

- Latest-application manual continuation passed in 37.942 seconds on
`695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native
Opus 5.5, Anthropic API attribution, the same resumed Claude session, an
independently checked 635-byte file and persisted Done status. It uses
the earlier verified Mac daemon; the preceding-source package
qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That
package run predates the small TypeScript startup fix and is not
relabeled as qualification for it.
- Upgrade limitation: changed compiled sidecar identity rejected old
durable launch state and recovery hit session-open bounds before
eventually resuming. That attempt was operator-cancelled and retained;
the successful manual continuation does not qualify seamless upgrades.

- Local latency profile, Opus 5.5/High unchanged: three alternating
real-ACP loopback samples per variant reduce median provider-ready time
from 5.081s to 4.034s. The matched real API task startup improves from
5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s
because agent work varies. This establishes a startup saving of about
one second, not a consistent total-reply speedup. A real candidate
follow-up passed in 20.146s and resumed the same saved session. The
loopback fixture makes no external model requests; failed initial probes
remain retained.
- The startup change passes 107 focused runtime/effort/lease tests, 53
profile checks (one skipped), TypeScript checking and the
TypeScript-only runtime build. Native hire fixture checks pass 70 tests;
their first local run retained a socket-hangup failure and stale
OpenCode expectation, both accounted for before the passing rerun.
Broader required checks run in cloud CI.

## Risks

- Missing packages, authentication rejection, unsupported settings and
unavailable models must fail explicitly. Existing agents retain saved
execution; explicit runner changes use existing revision/session
invalidation.
- Subscription follow-up remains unverified; remaining live acceptance
uses API keys per human steering. Historical accounting holds and the
separate $50 ceiling remain intact.
- The subscription acceptance limit remains explicit for review. No
Claude database migration is introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 13:58:52 -05:00
DottaandPaperclip e6dcc6b095 Connect personal Muse through secure native execution and Vault OAuth (#16448)
Add company-scoped Muse native control, OAuth, wake receiver and recovery.

Recheck current authority after waits and before effects or receipt replay. Preserve task-read scope, assignment expiry, independent holds, nonblocking reassignment and truthful cleanup provenance.

Retain source trust on progress comments and verify current Muse V8 authority through real signed-JWT HTTP requests. Preserve the upstream trimmed ordinary authentication lookup.

Refs #16448.

Preserve captured canonical queue recovery and concurrent environment preparation while retaining the scoped Muse V8 exclusion. Normal migration 0354 and existing Muse SQL remain unchanged. Fresh current-head Greptile review is 5/5 with the project-write finding addressed. Required CI and independent technical review gate the merge; maintainer override is reserved for formal approval rules.

Recheck current Muse project-write authority after all receipt/task/run/admission waits, before creation or replay. Real PostgreSQL regressions reproduce four late effects/replays on the old route; the repaired three-file treatment passes 354 cases with no skips, and the scoped server typecheck passes. Ordinary/Dot behavior is preserved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-17 22:44:36 -05:00
Nicky LeachandPaperclip fa9f3f8a08 feat(runner): support preconfigured user homes for Codex and ACPX (#16486)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Runner launches the selected provider and keeps durable session
state.
> - Runner currently prepares private provider homes for each session.
> - Operators can already have working login, skills, and MCP
configuration on the execution machine.
> - This PR adds an explicit mode that uses that existing setup.
> - Runner keeps its task bridge and session ownership while leaving the
user's configuration in place.

## Linked Issues or Issue Description

**Problem or motivation:** Rebuilding a provider home is unnecessary
when the execution account is already configured.

**Proposed solution:** Add `homeMode: "preconfigured"` to Runner adapter
config and runnerd transport options. Keep `"isolated"` as the default.
Initially support native Codex and ACPX Claude.

**Alternatives considered:** Continue copying user configuration into a
private home, or add an approval workflow. Both add work outside this
feature's scope.

**Roadmap alignment:** This extends the existing cross-provider Runner.
It does not add another runtime.

Related work: #14056 covers managed Codex credentials. #14474 covers
command environment delivery. This mode uses user-owned credentials and
retains the existing launch boundaries.

## What Changed

- Add a closed v7 launch contract for the selected home mode. Existing
contracts retain their behavior.
- Keep homeMode under operator control. Reject task overrides and
agent-authenticated changes, including removal through replacements,
adapter changes, or rollback. Ignore stored task values and exclude it
from automatic hire inheritance.
- Skip managed AI login, assigned-skill materialization, and external
MCP setup in preconfigured mode. Preserve the Runner task/completion
bridge.
- Keep protocol state and provider lifetime fences scoped to the Runner
session. Different sessions can share a home.
- Fail preconfigured ACPX planning/read-only launches before provider
admission until a read-only user-home launch is qualified. Use isolated
mode or native Codex for planning.
- Reject ACPX approval requests. Keep native Codex on `never`. Local
permission rules and hooks remain effective. Initially require the
default Runner ACPX `approve-all` setting; other Runner policies are
unqualified in this mode and fail before launch.
- Keep the internal ACPX bridge in a stable session namespace,
preserving an existing user MCP server named `paperclip`.
- Reject preconfigured ACPX Codex before launch until a session
permission profile can enforce Runner-state denial. Remove the
unprotected full-access mode switch; use native Codex or isolated mode
for that model family.
- Bump Pi to profile 23 because its attestation covers shared Runner
source changed here. Preserve profile 22 for historical recovery, and
update Docker/package verification inputs.
- Fence recovery on mode and home bindings. Fail missing
provider-history recovery without starting a replacement session.
Exclude the external Codex home from backups and credential cleanup.
- Discover remote HOME on the execution machine. Do not project
controller HOME or XDG paths onto it.
- Separate task instructions from Codex ACP isolation and update the
generated provider digest.
- Keep remote configured-environment manifests consistent when dropping
controller paths. Preserve exact Claude model IDs through per-launch
environment settings, without editing the user home or patching the
provider.

## Verification

- Targeted local checks cover native contracts and launch allowlists,
user-config preservation, provider admission, permissions, session
recovery, remote environment projection, heartbeat preparation, and
operator-only configuration. Runner, shared, and server TypeScript
checks and the Rust binary build pass; generated ACPX profiles are
current.
- Following the latest master integration, all 757 server
configuration/executor tests and 115 Runner admission/recovery tests
passed. Additional review-fix checks passed: 103 planning contract/host
tests, 78 provider-backend tests, 95 route/preparation/inheritance
tests, 43 task-validator tests, and 43 workspace-policy tests. Counts
describe separate runs and can overlap.
- The real pinned Claude ACP/SDK regression reproduces exact-model
aliasing without the fix (`claude-sonnet-5-5` becomes `sonnet`) and
passes with the fix. All 89 adapter tests pass. User settings remain
byte-for-byte unchanged.
- Localhost-only Claude SDK probes with synthetic credentials verify the
private bridge runs, local `ask` reaches the existing reject callback,
local `deny` blocks without a callback, and a user MCP server named
`paperclip` remains available. No user model allowlist is required.
- Review regressions cover fail-closed provider admission, saved-mode
recovery before routing, controller-home path removal without
configured-environment manifest drift, pre-launch rejection of
unqualified read-only ACPX launches, and denial of task/agent changes to
the operator-owned home mode.
- Before rebase, `d4d4ee2aebe4cb88c4f4d9ef8e22fed4b36b87be` received
standard Greptile 5/5 with no unresolved threads. Prior Apex findings
are fixed and covered by regressions. No manual Greptile retrigger is
requested for this rebase, per reviewer direction.
- The prior PR head and master hit the same GitHub runner encoding crash
in workspace-b on three PR attempts, including diagnostic logging
([prior PR
CI](https://github.com/paperclipai/paperclip/actions/runs/38818474563/job/116714538405),
[prior master
CI](https://github.com/paperclipai/paperclip/actions/runs/38819528748/job/116712423193)).
Rebased onto `origin/master` at `c3ffa3f0dd` to pull in its bridge-test
index correction. The rebased head
`edd153db410bea063b645e0000aa68649f287b00` passes all CI checks ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/38824676914)),
including workspace-b. Greptile's automatic standard review is 5/5 on
this exact head, with no unresolved threads; no manual review was
requested.
- Local workspace-b investigation passed 911 shared tests and 3,868
tests across the remaining 15 workspace projects. The catalog run
separately hit an existing ignored
`.agents/skills/design-guide/SKILL.md` description-budget violation in
this checkout; that file is untracked, outside the PR, and left
untouched. Repeating shared tests with CI reporting enabled also passed.
- Rebase verification: the final Git tree exactly matches the previously
reviewed branch combined with current master. All 192 Runner
admission/contract tests, 61 server preparation/provider tests, and 68
bridge tests pass, as do Runner/server TypeScript and generated-profile
checks. The real Claude adapter fixture hit an `ENOTEMPTY` cleanup race
on its initial run; all 89 adapter tests passed on retry.
- Apex on rebased head `edd153db` returned 2/5: ACPX Codex selected full
access without enforcing Runner-state denial, and agent configuration
replacement could remove the operator mode. Both are fixed in
`26e14dbbf`. Preconfigured ACPX Codex is temporarily unqualified;
re-enabling it requires session permission enforcement on thread/turn
operations and a real filesystem-denial probe. The config guard covers
effective replacements, adapter changes, and rollback while allowing
ordinary agent merges and operator removal. All 190 focused Runner
tests, 103 server tests, both typechecks, and generated-profile checks
pass. Standard review and CI passed before the next Apex request.
- CI on `26e14dbbf` passed 1,967 Runner-shard tests but hit the
previously observed `ENOTEMPTY` fixture cleanup race after successful
Claude model admission. `eb83284fb` adds bounded filesystem retries to
that fixture's teardown; all 87 adapter tests pass. Assertions and
production cleanup behavior are unchanged. Head
`eb83284fb42ee19a15d9a93b106c1bbb07e1695e` passes all 59 CI checks ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/38829500857))
and standard Greptile at 5/5 with no unresolved threads. Apex also
completed at **5/5** on that exact head ([Apex
result](https://github.com/paperclipai/paperclip/pull/16486#issuecomment-6201559527)).
All review threads are resolved, the branch has no merge conflicts, and
the PR remains unmerged.
- No live paid-provider or remote-machine smoke was performed. The
lockfile remains unchanged under the repository's refresh-bot policy;
local dependency installation resolved the changed patch hash.

## Risks

This explicit opt-in grants Codex tools access to the execution home
(read-only in planning), including credentials. Native Codex separately
denies Runner-owned protocol state. ACPX Claude retains its existing
provider trust boundary, and the isolated default is unchanged.
Providers may refresh credentials and update their own metadata.

User configuration can block tools or the completion reporter. Existing
blocked results and failure diagnostics remain the recovery path. Edit
the local settings and retry; no new approval workflow is added.

External provider history remains on the execution machine and is not
backed up by Runner. Remote HOME discovery requires `getent` and fails
explicitly when unavailable. Other harnesses need separate
qualification.

The Codex ACP bundle digest changes. Existing sessions tied to the old
bundle may need a fresh session. No database migration is required.

## Model Used

OpenAI Codex, GPT-6, with reasoning and code execution. The exact
runtime model ID was not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the feature 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 targeted tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-15 17:57:58 -07:00
DottaandPaperclip 5c7a025032 fix(ui): clear consumed messages from the pending queue (#16317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations keep follow-up messages pending while an agent
works.
> - The screen combines optimistic sends, queue snapshots, and run input
records.
> - A late send response can restore a local queue flag after a run
takes the message.
> - A stale queue snapshot can then keep the same message in pending.
> - This pull request matches the input record to its source queue and
clears stale pending flags.
> - The benefit is that consumed messages leave pending while unsent
messages stay visible.

## Linked Issues or Issue Description

**What happened?**

A follow-up can remain in the task composer's pending row after a run
takes it as input. Local queue state can outlive the send request. The
old projection cleared that state for steering, but not for ordinary
run-start input. A stale queue read can also retain the consumed entry.

**Expected behavior**

A message that a started run takes as input appears once in history and
leaves pending. Other pending messages remain available. A message
assigned to a run that has not started remains pending.

**Steps to reproduce**

1. Send a follow-up while a task has a live run.
2. Let a started run record that message as input before or after the
send response arrives.
3. Let a queue read still include the consumed message.
4. Observe the message remain pending on the base revision.

**Paperclip version or commit**

Reproduced against master at `33d24e48ad` with controlled request
ordering.

**Deployment mode**

Source checkout. Browser verification used the production task screen
with a simulated native runner and delayed API responses. It did not run
a live model or change a deployed instance.

Related: [PR
#15030](https://github.com/paperclipai/paperclip/pull/15030) addresses
acknowledgement matching in the runner console. This change addresses
the task-detail composer and does not modify that console.

## What Changed

- Clear local pending flags when a started run records the comment as
input.
- Use live-run input IDs while the run-history query catches up.
- Match stale queue entries by their primary or coalesced source wake
ID, even when the snapshot targets the previous run or has no target.
- Retain coalesced source queue IDs in run context and include receipt
IDs in compact task run reads.
- Keep unstarted run inputs and authoritative retries pending. Cover
send ordering, same-run and successor delivery, queued snapshots,
coalesced inputs, and retry consumption.
- Add the delivery-race checks to the steering feature map.

## Verification

- Before the fix, the first four request-order regressions failed with
the consumed message still in pending. Coverage now includes 16
combinations of receipt source, send-response order, and stale snapshot
kind.
- Focused UI checks: 5 files and 233 tests passed. These cover task
detail, queue projection, optimistic comments, queued-message controls,
and the task-chat adapter.
- `pnpm -r typecheck` passed.
- Server receipt checks: 5 files and 139 tests passed with
`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0`. These exercise real database
reads, coalesced heartbeat input, and polling routes. The default
cached-template path timed out during setup on this host; the
fresh-cluster path passed without longer timeouts.
- Token gates and `node scripts/check-maps.mjs` passed.
- Browser: sent a follow-up with a delayed response in the production
task screen. The consumed message moved into history. A second unsent
follow-up stayed queued. Reload preserved both states. The API and
runner were simulated.
- `pnpm build` passed.
- The full local repository test run was started, then stopped to
isolate database setup timeouts. All 55 GitHub CI checks passed on
`4ec6820cf1f89880b801fd5f938d72f54591c5e2`, including the full test
matrix. One serialized server shard passed on its single rerun after a
15-second route-test timeout; the same 97-test route suite also passed
locally.
- Greptile reviewed the final head at 5/5. All review threads are
resolved.

## Risks

- Queue display depends on matching comment IDs, source queue IDs, and a
recorded start time. Rows without start evidence stay pending. Newer
queues remain visible until their own input receipt arrives.
- Run context gains additive receipt metadata. No schema migration is
required. Dispatch order, stored queue state, company access, and
steering authority stay unchanged.
- Browser evidence covers controlled response ordering. It does not
establish deployment or live-provider behavior.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 16:11:29 -05:00
DottaandPaperclip adb69e8f09 feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683)
## Thinking Path

> - Paperclip is the open source control plane for agent companies.
> - People choose a harness when creating an agent.
> - The server should resolve that harness to a qualified runner.
> - Codex is the first harness in the staged default rollout.
> - Saved agents must retain their execution choices.
> - New Codex agents therefore use Paperclip Runner on qualified
macOS/Linux targets, with an explicit Legacy override.

## Linked Issues or Issue Description

Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149.

The runtime/install prerequisite and release repair are merged. This
slice owns Codex creation, setup, configuration and preservation. Other
harness defaults remain unchanged. It adds no database migration;
incoming master migrations, required maps and regression coverage are
retained.

## What Changed

- Resolve `runner: auto | paperclip | legacy` at the common creation
boundary across onboarding, API/CLI, hires, built-ins, plugins and
imports. Freeze pending hires and export resolved execution choices.
- Preserve existing runners on upgrades, unrelated edits and import
updates, including compatible accounts, workspace settings, Codex effort
and intentional clears.
- Use the underlying harness picker and branding; put the runner
override in Advanced. Use the shared dropdown and update
production-component stories and creation contracts.
- Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64.
Linux requires GNU libc 2.39+. Disabled, external, unsupported and
unqualified combinations retain their applicable Legacy execution.
- Test the selected runtime/account/model/environment. Ordinary Connect
probes eligible immutable managed targets and refreshes scoped
discovery. Creation/discovery do not provision. Auth, dependency,
incompatible-setting and cleanup failures remain actionable without
changing runners.
- Keep setup probes read-only, preserve local/SSH isolation and resolve
packaged assets before staging credentials. Bound cleanup reads by the
remaining absolute deadline; physically close every owned ingress socket
before endpoint release. Unconfirmed cleanup retains recovery state.
- Preserve validated completed-onboarding callbacks through startup
recovery. First file-producing work belongs to the child task and uses
the existing dependency/block handoff and task-scoped registration.
- Reuse existing E2E fixtures, artifact checks, reporting and controls.
Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain
no Codex payloads; official optional npm platform dependencies remain.

## Verification

Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`.
**Merge-ready: required CI, fresh review, package qualification, Mac
core acceptance and Test task/follow-up acceptance pass.** The existing
attachment and native-continuity oracles independently verify both Test
downloads, run attribution and unchanged native/provider/workspace
identities. The maintainer authorized a code-owner-review exception for
this PR only. The first Test setup failure and normal Board
completion-review friction are retained below. Actual post-merge
packages and private Cloud distribution remain separate qualification
gates.

- [Current
CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625):
all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained
six simultaneous host-shutdown cancellations. One failed-only retry
passes those six lanes and two aggregates, preserving 40 successes.
Actual integration checkout `53104c1` combines this head with master
`c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile
5/5, 30 resolved threads, no actionable findings.
- [Exact-source package
qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239):
nine applicable jobs pass, nine conditional jobs skip. Four remote
native producers; Linux x64 clean install; Intel Mac, Apple Silicon and
Linux ARM64 native startup/physical cleanup controls. All 18
tarballs/four daemon source/hash/manifest bindings and 343 migrations
through 0344 verify. No Codex payload is packed. These hosted tarballs
are not a published npm canary.
- Normal Apple Silicon installation and credential-free native
startup/cleanup pass using the packaged daemon, with no source build or
provider turn. Fresh installed DB initialization passes. Upgrade
651a→1c03 preserves all three complete execution configs, accounts, ten
recorded run profiles, paused budgets, active incidents, cost summaries
and two historical unpriced events. Historical recovery state is
retained.
- Cleanup regressions: four delayed-read baseline failures become 15
passing deadline/authority controls. No-acknowledgement and prior-error
socket ownership regressions become 12 passing controls. Direct
runtime/server types, maps: 35 areas / 176 IDs, diff checks and
independent reviews pass. Permission/auth/reconnect policy and the
10-second setup budget remain intact.
- Existing source coverage includes creation/selection/imports, pending
approvals, recovery, account/lifecycle handling, mounted forms,
dropdowns and E2E support. Full typechecks/tests/build/token and
applicable Storybook checks pass in the recorded current CI; no
duplicate suite or weakened grader.
- Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful
document, real completed-child callback/reply, seven successful native
runs, manual follow-up and independently downloaded1,101-byte child
file. Existing Legacy title edit/reload preserves execution; two real
Legacy runs produce independently checked15/34-byte files. These remain
historical source records.
- Current literal 1c03 Mac core acceptance passes independent checks:
ordinary Auto native Codex onboarding without runner override; only
timeout 180 seconds/concurrency 1 saved; six successful native runs and
six serialized turns (maximum overlap 1); both same-task continuity
checks and five mechanical callback checks; actual rendered parent reply
and exact child downloads. The useful handoff advances from revision 1
to 2. Both files are 48 bytes, SHA-256
`8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and
`f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`;
exactly one byte changes and old history remains. The agent is paused
with zero active runs/errors. Both artifact work products have
`isPrimary=false`, and descriptive titles fail a stricter title-helper
assumption; these retained results are scoped editorial follow-up, not
new merge gates. Six source-bound screenshots are uploaded and verified
in the private primary QA report.
- [Literal 9546 managed
proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html):
original 19 assertions and completed judge pass, four native turns,
child-bound240-byte file and session/workspace continuity. Checkout
reports a verified generated target-lock mutation; full final porcelain
was not retained. Signed execution-image identity remains separate from
Core source.
- Actual 651a Test deployment succeeds on one owned/pinned target. One
ordinary Auto API-key Connect then fails native cleanup before hire.
Controller turn/drain/suspend completion and service-recorded
environment cleanup are observed; they do not certify physical deletion
or native authority retirement. Failure/recovery/unknown holds are
retained. No Legacy switch or unchanged paid retry. The two source
repairs above require actual treatment.
- [Current immutable Core
preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725)
and matching DB/shared artifacts pass. One owned, pinned Test target
serves exact `1c03`; identical migration history correctly skips the
migrator. Ordinary Auto Codex Connect succeeds and hires native; saved
native selection and QA bounds survive reload. The initial child
preparation attempt fails before provider work, with actual stdout
identifying `renewal_deadline`; its trigger remains unknown and the
failure is retained. Normal Board **Try again** and **Resume** recover
the child to Done, producing a browser-verified 44-byte file, SHA-256
`0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The
actual parent callback reports the completed child document/file. The
existing validator requires a parent-owned attachment, so recovery
enters normal Review; after byte checking, normal **Approve completion**
reaches parent Done. No forced status or duplicate parent file is used.
The validator is unchanged from integrated and current master.
Autonomous initial callback-to-Done is not proven. The same-child
follow-up completes document revision 2 and publishes a second
independently downloaded 44-byte file, SHA-256
`22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only
the revision digit changes. The unchanged existing native-continuity and
attachment oracles pass. All ten recorded runs are terminal: nine native
successes and the retained pre-provider setup failure. The QA agent is
paused with zero active runs. The pre-existing parent evidence scope
mismatch is a separate follow-up, with ordinary completion review
exercised rather than a forced status or relaxed validation. This
unsigned Core preview remains distinct from post-merge private Cloud
composition.

## Risks

- Saved agents are not migrated. Explicit runner changes use normal
configuration/session rules; historical runs retain their recorded
execution.
- Native readiness depends on verified assets and server-owned target
qualification. A Legacy probe, HTTP200 or successful account save cannot
prove native readiness.
- Recovery exceptions remain restricted to validated
completed-onboarding reports; process-loss, ownership and terminal-state
safeguards remain active. Unexecuted live journeys stay open.
- Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred.
Cold Cargo cache misses are recorded; no warm-cache speedup is claimed.
- Historical invoices/physical cleanup remain unconfirmed and held.
After merge, exact published npm canary, signed standard image/migrator,
private composition and serving/live acceptance still require
qualification. Production deployment/default promotion is not
authorized.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and
parallel agents. Exact serving snapshot and context-window size are not
exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with available 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 public issues or PRs above
- [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 the stated focused 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 risks
- [x] All Paperclip CI gates are green on the current candidate
- [x] Greptile is 5/5 with no open findings on the current candidate
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 11:33:02 -05:00
DottaandPaperclip ebeac833a6 perf(runs): bound history and reduce repeated context reads (#16286)
## Thinking Path

> - Paperclip helps operators manage AI agents and inspect their work.
> - Run history supplies recent execution records to the board and API
clients.
> - The list repeats eight reads of a large stored JSON context.
> - A caller can also omit the limit and read the complete history.
> - This pull request expands context fields once and bounds every list
read.
> - The benefit is lower database cost and bounded redaction work.

## Linked Issues or Issue Description

Refs #958. Related community reports: #13962 and #10631. This is an
independent implementation. It does not use their commits or code. It
covers the history bounds reported in both. Process memory monitoring
from #10631 is outside this change.

**What happened?**

The run-history query repeatedly extracts fields from large context
JSON. Requests without a limit also load every historical run before
authorization and redaction. Accumulated staging query statistics showed
271 ms for summary history and another 58 ms for its redaction lookup.

**What did you expect to happen?**

Normal reads must use a bounded recent history. Context projection must
preserve the existing values and privacy behavior with less repeated
database work.

**Steps to reproduce**

Run the disposable benchmark below against the baseline revision. It
creates 1,400 synthetic runs with 192 KiB contexts. It compares the
exact service SQL and every returned column for both summary and full
history.

## What Changed

- Expand context fields with one lateral record projection. Preserve
non-object legacy contexts and the first-class issue binding.
- Enforce a 200-row default and a 1,000-row maximum in the route and
service.
- Apply the default in the shared UI client, including both agent detail
implementations.
- Preserve response arrays, authorization, result projection and secret
redaction.
- Fetch older linked runs by ID in both agent pages. Check company and
agent scope, navigation races and visible retry errors.
- Update OpenAPI, data-path documentation and capability maps.
- Add real PostgreSQL and HTTP regressions plus a reproducible
benchmark.

## Verification

- Local benchmark: summary history 37.72 ms to 19.34 ms; full history
37.84 ms to 19.01 ms. All 200 complete positional rows match in each
comparison. These are synthetic local SQL timings, excluding HTTP and
redaction.
- History, route, privacy and redaction suites: 160 server tests passed
across six files. Twenty-two UI API, selection, run-panel and
log-visibility tests passed. Both agent-page variants render an older
linked run with an empty history page on desktop and mobile.
- `pnpm -r typecheck` and `pnpm build` passed.
- Map validation and `git diff --check` passed.
- All current-head CI and security checks passed, including the full
general and serialized suites, browser shards, Runner verification and
build. Greptile reviewed the exact commit at 5/5 with no remaining
findings.
- The full local sweep began before the final compatibility fixes. It
was stopped after the final commits passed complete CI. The focused
local suites listed above passed on the final code. Before interruption,
the broader local sweep passed 31,743 tests across the general server,
UI and several package groups, with no reported failures. The full local
command is not claimed as a completed pass.

```sh
pnpm --filter @paperclipai/server exec vitest run src/services/heartbeat/run-state.test.ts src/__tests__/heartbeat-list.test.ts src/__tests__/agent-live-run-routes.test.ts src/__tests__/run-secret-redaction.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts
pnpm --filter @paperclipai/ui exec vitest run src/api/heartbeats.test.ts
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-run-history.ts --baseline-ref=1e731520bb
```

## Risks

- Clients that relied on an unbounded array now receive 200 rows by
default. Explicit limits allow up to 1,000. This change does not add
pagination.
- Legacy context conversion must stay identical. Real database
regressions cover null, array, scalar, nested values and native issue
precedence.
- No schema migration or persistent cache is introduced. Redaction and
access checks remain active.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 10:14:41 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size 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>
2026-10-13 20:57:42 -05:00
DottaandPaperclip 450d93d49d fix(auth): deduplicate run history permission checks (#16242)
Share matching run-history permission checks within one list operation while preserving current authorization, redaction, and fresh checks on subsequent requests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 20:37:48 -05:00
Nicky LeachandPaperclip da9af67415 Persist agent-owned instance secrets through lifecycle results (#16191)
## Thinking Path

> - Paperclip coordinates agents and controls when they can run.
> - Lifecycle plugins prepare and remove resources for each agent.
> - Those resources can require private connection credentials.
> - The current SDK can resolve configured secrets but cannot save these
credentials securely.
> - Ordinary company secrets can be bound to agents and do not provide
the required server-only boundary.
> - This change saves agent-owned instance secrets through the existing
local lifecycle result and native secret service.
> - The tenant can retain runtime credentials through restarts without a
separate encryption system or remote API.

## Linked Issues or Issue Description

**Subsystem affected**

Agent lifecycle, plugin contract, and native secret storage.

**Problem or motivation**

Lifecycle plugins need to save private runtime connection details for
the owning agent. Worker memory loses these details on restart. Plugin
state and company secrets do not provide a private runtime-only
boundary.

**Proposed solution**

Add optional instance-secret changes to lifecycle results. Save them
through the existing secret service and local encrypted provider before
accepting the result. Require company, agent, plugin, phase, operation,
revision, and current unexpired attempt ownership. Supply saved values
through the existing local preparation/resume request.

**Alternatives considered**

A separate encrypted store duplicates the native secret system. Generic
plugin company-secret writes proposed by #5007 do not supply agent
ownership or a server-only secret scope. This change does not add that
general write API.

**Roadmap alignment**

Extends the existing lifecycle contract from #15631. It does not add a
resource provider or select an execution backend.

## What Changed

- Add an instance scope to native secrets with mandatory agent/plugin
ownership, a company-qualified agent foreign key, and key uniqueness per
owner. Existing company and user scopes retain their constraints.
- Reuse native creation, rotation, deletion, secret versions, access
audit, and the local encrypted provider. Keep values out of company
catalogs, normal bindings, agent access, and public agent records.
- Accept local secret patches only after locking and checking the
current lifecycle operation and required plugin selection. Storage
failure or a stale reply cannot complete setup. Expired or replaced
attempt owners cannot overwrite a successor's credentials.
- Keep vault-import conflicts company-scoped. Protect instance-owned
account-home paths during failed device-login cleanup with a private,
fail-closed scan.
- Skip decryption on stop and cleanup so a lost key cannot block
removal. Cascade secret records when their agent or plugin is deleted.
- Log fixed provider diagnostics without raw errors that can contain
credentials. Document the local contract, runtime resolver, and
access-map exclusions. Retain the five latest migration snapshots
through the normal generator pruning.

## Verification

- 239 focused tests passed across agent-instance-secrets, lifecycle,
secrets-service, secrets-routes, plugin-secrets-handler, and
agent-device-login-routes. Used disposable PostgreSQL 18 clusters
through the existing test constructor seam because the bundled binary
cannot start on this macOS host. The temporary harness is outside git.
- Regression tests reproduced the vault-import conflict and missed
cleanup claimant before the fixes; both pass after the fixes.
- New coverage includes encrypted native versions, rotation, restart
recovery, company/agent/plugin isolation, ordinary-read and binding
denial, stale replies, storage failure, safe logging, cleanup without
the master key, and same-name secret isolation, native account-home
mutation guards, lease takeover/expiry, and live agent/plugin deletion
cascades.
- Direct server TypeScript check, DB/shared typechecks, migration
numbering/safety checks, module boundaries, and git diff check passed.
- Full workspace typecheck and build were attempted; both stop at the
missing local cargo toolchain. The full test command was started and
stopped after failures in unchanged native-runtime/workspace suites plus
bundled-PostgreSQL skips; it did not complete. CI must verify the full
toolchain paths.
- Current head `c0f8bfd12477ad509252ecd40e168a6c84dbeb36`: all 55 CI
checks passed, including the previously canceled e2e shard. Greptile
Apex reviewed this exact head at 5/5 with no unresolved threads. GitHub
reports the branch mergeable and clean.
- No live provider probe, production data access, or deployment.
Reviewed the diff for credentials, private references, and run
artifacts.

## Risks

Apply migration 0339_luxuriant_iron_monger.sql before deploying tenant
code. It adds nullable ownership columns, a partial unique index,
foreign keys, and a stricter scope constraint. Existing rows remain
valid. Keep the schema on application rollback. Preserve the existing
secrets master key through deployments and backup restoration.

The lifecycle request/result now has a sensitive, server-only field.
Plugins must never log it or return it to an agent or browser. Values
stay in the tenant database through the existing encryption provider.
Trusted runtime consumers must apply normal execution admission before
resolving them. Older hosts omit instanceSecrets; plugins that require
durable storage must reject those hosts.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, repository inspection, code
editing, and local test execution. The exact serving model identifier
and context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 10:13:42 -07:00
DottaandPaperclip 417db14e7d fix: show credential access errors in task chat (#15741)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use AI connections to run tasks for a responsible user.
> - A connection can deny access when its owner has not shared it with
that user.
> - The task conversation hides this cause behind a collapsed failure
marker.
> - People need to see which connection blocked the agent and how to fix
it.
> - This pull request shows an expanded access error in the task
conversation.
> - The error names the agent and connection, and links to the agent's
AI settings.

## Linked Issues or Issue Description

**What happened?**

A task could fail because its responsible user could not use the agent's
AI connection. The user saw a temporary error toast and a collapsed task
failure. The task did not clearly explain the access problem.

**Expected behavior**

The task should show a visible error that names the agent, the
connection, and the person who lacks access. For example: "Codie is
configured to use Dotta's API Key, but you don't have access to that
credential." It should offer a link to change the AI connection.

**Steps to reproduce**

1. Configure an agent with a personal AI connection.
2. Start a task for a user who cannot use that connection.
3. Open the task after the run fails.
4. Check that the access error stays visible and links to AI settings.

Refs #15714. That change classifies expected connection-sharing denials.
This change makes the same failure clear in task chat.

## What Changed

- Keep the connection display name in private error metadata when a
sharing check denies access.
- Store a private grant reference for the name visibility check. Use one
rule for task summaries and full run responses. Show the name to the
affected user and the connection sharing audience. Other task readers
see a generic label. Strip grant IDs from public run responses.
- Show an expanded error card for native and legacy task runs. Use "you"
only when the viewer is the responsible user.
- Link to AI settings and the failed run. Preserve names on resumed
native runs. Hide the old error after a newer successful attempt.
- Add full task-page Storybook examples, focused tests, and design
guidance.

## Verification

- Passed 249 focused tests for task chat, error text, private error
metadata, and the real database run summary. These include resumed
native runs and viewer access rules.
- Passed all UI token gates on the rebased branch.
- Checked the production task page in Storybook. Verified the viewer's
error, another user's error, mobile layout, and a newer successful
attempt.
- Passed `pnpm -r typecheck` and `pnpm build` in a clean checkout with
Node 24 and the pinned pnpm version. Passed the final server typecheck
after the response filter changes.
- Passed the real database route regression for the connection owner,
affected user, and another task reader. Passed the registered secret
redaction tests.
- The local route checks needed `--testTimeout 60000` for cold imports.
A broader local route run hit cold-import timeouts and an old fixture
assertion that is now fixed. The duplicate local `pnpm test:run`
aggregate was stopped to free resources. The full suite passed in CI
with the normal timeouts.
- Passed the full [final-commit CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/37996148342),
including all server, UI, runner, browser, typecheck, build, and canary
packaging gates. All 54 executed checks passed; two Storybook jobs were
skipped. Greptile reviewed the final commit at 5/5 with no remaining
findings, and every review thread is resolved.
- Review the Storybook group `Task / Credential access` for the notice
and full task-page examples.

## Risks

- Only the allowed connection display name enters the compact run
summary. Credential secrets, grant IDs, and arbitrary error details do
not enter it.
- Existing runs can lack the connection name. They show a clear fallback
message.
- The notice uses the existing task-run relevance rules. A newer attempt
or a completed task hides the old failure.
- No schema migration or API permission change is required.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:06:54 -05:00
DottaandPaperclip 556daf9a99 feat(dot): run cloud assignments in managed sandboxes (#15691)
## Thinking Path

> - Paperclip manages agents and governs their work.
> - The Runner owns execution and task authority.
> - Dot executes at OpenAI and uses Paperclip through MCP.
> - Dot previously required a self-hosted controller.
> - Cloud must admit Dot work in a managed sandbox and keep protocol
traffic in the tenant.
> - This pull request adds managed Dot execution and dedicated pairing
routes.
> - The same Runner path can later host sandboxed workspace tools.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, through the existing dedicated MCP adapter. Related changes:
#15402, #15414, and #15581.

**Why this adapter is useful**

Cloud users need to assign work to Dot and let Dot request work while
idle. Neither path should execute agent commands on the control-plane
host or require an idle sandbox.

**How the agent is invoked**

The tenant serves OAuth, signed mailbox events, and scoped tools. Normal
admission creates a managed sandbox for each assignment. A verified Rust
Runner owns that assignment and relays its tools and results.

## What Changed

- Enable the external-agent invitation in Cloud behind the standalone
Dot flag.
- Launch Dot through the existing managed process launcher and
authenticated PRP transport.
- Verify the artifact digest and Dot capability before dispatch. Read
provider checkpoints from the execution target for recovery.
- Reject local execution in Cloud and reject managed workspace access
for this release.
- Add dedicated public Dot pairing aliases. Preserve the personal
assistant consent paths.
- Keep Dot events in the tenant when a personal Cloud broker is
configured.
- Use the app-configured heartbeat for Dot-initiated work. Report
terminal admission failures and fence stranded offers before new
admission.
- Offer normal comments through the active assignment's mailbox. Keep
their wakes deferred until a successful history receipt contains the
exact IDs; preserve unread comments through finish, batching and
recovery without replaying consumed input.
- Require a sandbox process fingerprint before dispatch and allow a
bounded five-minute controller reconnect gap. Preserve remote process
birth without inspecting a colliding controller PID.
- Recognize authenticated remote shutdown receipts even without an OS
exit code.
- Document dedicated pairing aliases and teach route coverage to inspect
literal path arrays.
- Add opt-in private Daytona qualification and focused contract tests.

## Verification

- Workspace typecheck, production build, and UI token gates passed.
- Focused onboarding, OAuth, managed environment, artifact metadata, and
terminal-fence tests passed. One environment-test timeout passed on an
isolated repeat.
- A private Daytona fixture passed with the real Rust Runner, signed
readiness, assigned app tools, document writes, duplicate receipts,
authority fences, completion, and sandbox deletion.
- A real OpenAI Dot completed both an operator-assigned task and a
Dot-initiated task in managed Daytona sandboxes. Both leases were
released.
- A real accepted Dot assignment survived a controller gap longer than
one minute with the same sandbox process, Runner, session, and
assignment. Dot consumed the normal task-comment follow-up and completed
exactly once; the lease was released.
- A real cancellation fenced an accepted assignment, released its lease,
and received Dot's acknowledgement without claiming a global provider
stop.
- Final local checks: 74 Dot execution, OAuth onboarding and API
contract tests after integrating the current agent-lifecycle changes, 9
real Rust driver tests, 21 remote-runtime tests plus the 3
detached-process cleanup tests, and 17 lifecycle tests passed. The final
live Daytona fixture passed and deleted its sandbox.
- A final real Dot follow-up stayed pending until its exact comment
appeared in a successful history receipt. Dot completed the original
managed assignment once; its lease was released.
- The broad local suite crossed a rebase and was stopped; its failures
are not a qualification of this final source. Focused repeats passed.
The final head passed all CI gates: workspace types, build, general and
serialized test suites, Rust and Runner verification, all browser
shards, and the canary dry run. Greptile is 5/5 with both findings
resolved.

## Risks

- Deploy the tenant app with its current Linux Runner artifact and the
corresponding front-door protocol routes together.
- This branch has not been deployed to a Cloud tenant. A deployed tenant
still needs an OAuth and assignment smoke test.
- Dot provider usage and cost are unmetered. Revocation fences Paperclip
tools and does not prove a global OpenAI stop.
- Missing or changed recovery identity fails closed. No replacement Dot
thread is invented.
- No schema migration is added. Managed Dot workspace access remains
unavailable.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 12:58:35 -05:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent creation, approval, pause, and termination change whether an
agent can work.
> - These changes currently use separate service and database paths.
> - Some agents need setup after their record exists and before their
harness can run.
> - This PR adds one module that owns those state changes and their
transactions.
> - The module records progress and retries incomplete work after a
server restart.

## Linked Issues or Issue Description

**Problem or motivation**

A hire can become active before its execution environment is ready.
Direct agent state writes also bypass one common lifecycle boundary.
Termination does not have a durable step for resource cleanup.

**Proposed solution**

Use agent lifecycle commands for hiring, approval, pause, resume, and
termination. Keep proposed hires pending until approval. Prepare each
approved hire, test its saved harness configuration, and then permit
work. Wait for required plugin work before completing a step.

**Alternatives considered**

A general database commit hook would expose transaction details to
callers. A timer alone would delay each new hire. This module owns each
command transaction and starts its worker after commit. A periodic scan
recovers work after a process stops.

**Roadmap alignment**

This change adds the lifecycle boundary for the existing agent and
plugin systems. It does not add a user interface or a provider
implementation. It replaces the lifecycle delivery approach in #15391.
Related proposals include #11475 and #13099; this change does not add
their external executor protocols.

## What Changed

- Add durable approval, preparation, verification, pause, resume, stop,
and cleanup states.
- Keep agent creation, lifecycle state, configuration writes, and agent
record deletion behind `modules/agent-lifecycle`. Keep validation,
credential rules, reads, onboarding, invitations, general approvals, and
company data deletion in their services.
- Commit a hire before the remaining onboarding or invitation work.
Serialize requests with the existing dedicated database connection
helper. Reuse the hire after a failed attempt.
- Keep accepted work in the run queue during setup. Require execution
and cleanup evidence before completing pause or termination.
- Retain the original credential owner when approving migrated hires.
- Start lifecycle work after each command commits. Use database leases
and revision checks for retries and late results.
- Add a generic required plugin method and capability. Store the
required plugin IDs for each agent. Track host and plugin completion
separately.
- Keep harness verification and credential rules in services. Supply
their results to lifecycle through explicit ports. Reject failed logins
and incomplete probes.
- Remove reverse imports from lifecycle adapters into services. Share
record queries and validation below both layers.
- Use one hire decision path for agent IDs and approval IDs. Resolve the
approval and agent change in one transaction. Expose policy
reconciliation on the command object.
- Save configuration and verification invalidation through one module
operation. Ordinary commands own their transaction. Restrict the shared
transaction integration to its listed callers. Reject identity, company,
accounting, timestamp, and unknown fields.
- Require completed termination before deleting agent records. The
company deletion service calls the module through a separate deletion
interface.
- Save an approved secret before applying its agent binding. A failed
binding leaves the secret approved. A retry reuses it.
- Remove old permission and metadata export files. Move hire
configuration rules out of lifecycle persistence.
- Report failed worker steps and scans with operation context and known
error codes. Omit provider messages, stacks, and configuration values.
Document ordinary application use and extension rules.
- Recover expired native owners only after execution stops. Retry
cleanup of failed retained leases. Wait for setup in the live smoke
script.
- Keep manual, budget, and company pause reasons separate. Guard
execution status writes with the ready state.
- Add a migration, boundary checks, regression tests, and a lifecycle
guide. Keep the current UI.
- Limit periodic policy checks to 100 eligible agents per minute.
Continue from the last agent ID. Exclude pending hires and agents in
termination or a final state. Keep explicit company and budget updates
immediate.

## Verification

- Latest head `ccc3c86b0` aligns the shared status update schema with
the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2
CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile
comment is fixed. CI is running; no new Apex review was requested for
this small fix.

- Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test
uses the shared 90-second timeout from master; the older timeout commit
was removed. The affected backup test passes.
- Agent budget edits now pass the target agent ID through enforcement.
All 50 affected tests, server TypeScript, and 11 boundary tests pass.
Both configuration update paths have regression coverage. CI is running
on the latest head. No new Apex review was requested for these small
fixes.

- Rebase `9b568666a` preserves the run-control extraction and
delivery-work startup changes from master. All 559 affected tests,
server TypeScript, and 11 boundary tests pass. CI and Apex review are
running on the final head.
- The policy scan fix passes 56 lifecycle and diagnostic tests, 24
policy and caller tests, and 11 boundary tests. A regression test checks
the page limit, interval, excluded states, and cursor wraparound.

- Rebase `fd4698750` passes all 611 tests in eight affected lifecycle,
route, and heartbeat suites. Server TypeScript and all 11 module
boundary tests pass. The company deletion rollback and concurrent hire
tests are included.

- Follow-up `00aac7646` fixes the failed decision deletion test and the
public update schema. All 126 affected server tests, 8 shared tests, 2
CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI
TypeScript checks pass.

- Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc
--noEmit`.
- All 11 boundary tests pass: `node --test
scripts/check-module-boundaries.test.mjs`. The repository boundary scan
also passes.
- All 68 lifecycle, failure diagnostic, and harness verification tests
pass. Tests reject forbidden fields through the root command, combined
transition command, and restricted transaction integration. They also
check invalid fields returned by configuration preparation.
- Failure tests cover host work, plugin work, claims, renewals,
deferrals, and scans. Log tests check known error codes and exclusion of
private error contents.
- All 355 tests in 10 existing caller suites pass. These tests cover
secret approval, pairing, pending hires, credentials, company import,
built-in agents, managed agents, instructions, and skills.
- The branch is rebased onto `origin/master` at `2eb5187e4`. The queue
guards and cancellation lock fix use the extracted heartbeat queue.
Agent cancellation uses the extracted run-control file. The source diff
scan found no secrets or private URLs.
- Earlier checks cover approval retries, rollback, late verification
results, policy holds, deletion rollback, concurrent company deletion,
and queue admission during setup.
- Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it
5/5 with no open comments. CI and a new Apex review are pending for the
rebased commit. The branch has no merge conflicts.
- The full local build and native Dot suite were not run. The host has
no Cargo. No live provider test was run.

## Risks

- Background policy recovery takes more than one minute when more than
100 agents are eligible. Explicit company and budget updates still
reconcile immediately.

- The restricted configuration integration keeps an agent reference and
its dependent records in one transaction. It cannot change a budget or
invoke a lifecycle transition. A periodic scan starts pending setup
after that transaction commits.
- Secret approval and binding use separate transactions. A failed
binding can leave an approved secret with no agent binding.
- New approved hires remain unavailable until setup and verification
complete. Existing clients see `paused` during these steps. This PR does
not change the UI.
- Migration `0320_daily_onslaught.sql` maps existing statuses and pause
reasons. It does not create external resources or claim that an existing
harness passed verification.
- Use a coordinated server update for this migration. Older server
versions can write legacy status without the new lifecycle checks.
- A failed onboarding or invitation request can leave a committed hire.
A retry reuses that hire and completes the remaining records.
- Deletion requires completed termination. Company deletion can require
another request while cleanup is pending.
- Required plugins must make repeated calls safe and reject older
revisions. A disabled or removed required plugin blocks completion until
it is restored.
- A new hire can run a second harness test after the existing UI test.
Some adapters can charge for this test.
- No live provider test was run. Provider implementation and resource
backfill remain separate work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local 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 described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00
DottaandPaperclip 57e977be72 feat: integrate Pi 1.0 into the experimental Runner (#14921)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The experimental Runner owns provider processes and durable
sessions.
> - Pi needs working task execution and human controls.
> - The five-PR stack must preserve changes already on master.
> - Each layer now carries the complete integrated source for a safe
sequential fallback.
> - This PR belongs to native GitHub stack #15602, ending at #14956.

## Linked Issues or Issue Description

Refs #14436, #14631, #14743 and #14956.

Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are
#14921, #14922, #14923, #14924 and #14956. The user authorized the
complete merge after checks pass. Existing `pi_local` execution is
unchanged. Accounting and wider provider/platform qualification remain
deferred.

## What Changed

- Recover missing final replies after workspace finalization changes
owners, using accepted-turn evidence without rerunning work or granting
external-chat publication.
- Preserve the admitted Pi instruction root across warm runs, while
retaining changed-root rejection.
- Give Pi a bounded 15-second default shutdown grace so stop, drain
acknowledgement and durable suspension can complete. Explicit deadlines
and other providers retain their existing behavior.
- Integrate the Pi 1.0 runtime and master contracts.
- Use Pi profile 22. Preserve explicit caller-selected models and exact
native thinking levels. Keep Pi's wrapper, helper, extension and
question/control behavior unchanged from the qualified profile-19
runtime.
- Preserve master's Dot lifecycle and consent fields, configured task
environment, status guards and current Codex/Claude dependency versions.
Cursor stays qualified. Copilot stays pending; profile 17 binds the
changed shared protocol validation sources.
- Exclude general AWS IAM credentials from Pi static/custom provider
bindings and selected task projections; preserve the provider-scoped
Bedrock bearer key. Profile 21 is retained as historical provenance.
Rust and cloud install probes use the current declaration.
- Patch bundled brace-expansion 5.0.9 to the exact official 5.0.12
payload. Pin the patch and complete runtime closures. Include the patch
in normal installed setup tooling. Keep the upstream Pi shrinkwrap as
provenance and permit only this exact security correction.
- Include current attestation files in the Docker build context. Keep
the repository lockfile unchanged from master. CI and private image
builds resolve manifest changes before their frozen installation.

## Verification

- Full local `pnpm -r typecheck` passes, including Runner Rust, server
and UI. Focused integration checks pass: 194 Runner
admission/environment tests, 63 profile/credential tests with one
expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice
tests.
- Full local `pnpm build` passes on the final source.
- Fresh final-source checks pass: all 698 Rust workspace tests (32
binaries), 156 credential/profile/controller tests with one expected
skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests.
- The profile-21 Pi materializer passes on the native host with the
official pinned Node 24.21.0 and its npm. It verifies all 150 locked
packages, the patched dependency and the exact closure. Setup/package
bundle tests and UI token gates pass.
- The old hashes were reproduced for all three supported targets before
calculating the patched graph. New closure hashes are darwin-arm64
`282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`,
darwin-x64
`64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and
linux-x64
`713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`.
Independent native platform execution is separate from graph identity
reproduction.
- Historical cloud qualification remains unchanged: all seven core cases
pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`,
harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image
`sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`,
and accepted Sonnet 4.6/low fixture. All 215 canonical files and all
seven cleanup checks pass independent verification. These are profile-19
results and are not relabeled as fresh profile-22 runs.
- Current Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.
[The readiness
plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md)
preserves campaign and failed-attempt provenance.
- Merge only after every PR's current-head CI and fresh review pass.
Linux CI covers the full suites, build and browser tests. The local
embedded Postgres API-authority suite cannot start on this macOS/Node 26
host, so Linux CI must confirm that suite.

### Fresh profile-22 core qualification — 2026-10-08

All seven accepted core cases pass canonically on Pi profile 22, with
`openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low
thinking. This model is a fixture; production accepts the caller's
explicit Pi provider/model.

Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`.
Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`.
Immutable cloud image:
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`.
Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.

[Hosted Linux image and clean-install
verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023)
passes, including all 20 source-bound archives, normal CLI/Pi setup,
companion import and the production pack reader. This exact installation
source includes the latest master integration and the corrected Pi warm
instruction-root fence. Full local typecheck/build and current-head
hosted CI verify the final stack. All 13 focused real-root regressions
pass. The full local executor suite passed 662 tests; 15 database tests
could not start the Mac embedded PostgreSQL service. Hosted Linux CI
passes the full required verification and E2E checks. These fresh
results keep their own source identity; profile-19 results remain
historical.

| Core path | Canonical campaign | Retained archive SHA-256 |
| --- | --- | --- |
| File edit, validation, download and Done |
`pi-core22-replyfix-0-1791511228` | 23 files;
`a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` |
| Pending question and controller restart |
`pi-core22-replyfix-1-1791511376` | 33 files;
`6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` |
| Three-turn session/process/workspace continuity |
`pi-core22-replyfix-2-1791511587` | 23 files;
`7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` |
| Four typed questions and browser reconnects |
`pi-core22-replyfix-3-1791511881` | 42 files;
`9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` |
| Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22
files;
`a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` |
| Same-turn steering and permission denial |
`pi-core22-replyfix-5-1791512261` | 39 files;
`c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` |
| Stop during pending permission | `pi-core22-replyfix-6-1791512390` |
33 files;
`7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` |

All 215 canonical files (28714587 bytes) are independently
hash-verified. All seven cleanup grades pass, with no owned runtime
process or temporary root after each case. Automatic retries are zero.
The owned cloud host stopped normally after retention. The prior
profile-22 warm attempt remains failed and separately retained: archive
SHA-256
`1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its
original canonical classification is preserved. Diagnosis reproduced a
product bug comparing an agent-files root against an unset
checkpoint-only field. The fix stores the admitted physical root
separately from the adopted per-run collection capability. The real-root
regression fails before the fix and passes afterward, including
rejection of a changed physical root. Fixture, grader, model and all
seven accepted case IDs are unchanged; this fresh campaign tests
final-reply publication after file registration first. The intermediate
restart attempt also remains failed and retained: archive SHA-256
`5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its
original canonical classification is preserved. Pi resumed, wrote the
verified answer and completed its task; exact runner suspension was
proven, but idle stop consumed about 5.2s and left under 3s for the
drain acknowledgement. The Pi-only default shutdown grace is now 15s,
preserving a full 5s drain round trip and a finite suspension reserve.
Explicit caller deadlines, other provider defaults, literal drain
receipts and exact suspension identity checks remain unchanged. The
timing regression fails before this correction and passes afterward; all
18 focused settlement tests and Runner typecheck pass. The final-source
file attempt is also preserved as failed (`candidate_failure`), archive
SHA-256
`db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`.
Native edit, validation, exact downloadable artifact and Done/succeeded
all passed, and the exact final reply was durably recorded. A workspace
recovery owner completed before the live heartbeat reached presentation,
leaving that reply absent from task chat. Recovery now materializes only
a completed final reply from the accepted turn of an ordinary internal
Done task, preserving issue/run/contract binding, suppression,
external-chat authorization and same-run deduplication. The database
regression covers the generated file-preparation receipt, suppression,
unapproved external continuation and replay. Server typecheck and all 49
response-selection tests pass; hosted Linux verifies the database
regression because embedded PostgreSQL cannot start on this Mac.

The delayed-final-answer database regression passes on [the final
root-source Linux server
shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152),
alongside 1,108 passing tests. The first root Runner shard had one
unchanged durable-resume test exceed its 5-second timeout; the identical
top-source shard and the isolated exact test passed. One rerun of that
failed job and its required aggregate passed without source or test
changes. The original failed job log and the single-rerun receipt remain
retained.

### October 9 merge verification

Current merge head: `5a8fe63512a7166aaef5cf50065a25008aa8b44b`. All
current-head checks pass, including `ci / verify` and `ci / e2e`;
exact-head Greptile review is 5/5 with no unresolved threads. Current
master conflicts are resolved. The user authorized the maintainer
override of the code-owner review gate after these checks. The seven
retained live core cases remain bound to source
`3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image.

## Risks

- The security correction changes the dependency closure and profile
identity. Old sessions must reopen on the new profile. Exact identities
and credential bindings fail closed.
- The runner remains experimental and requires explicit selection.
Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E
model is a fixture.
- Accounting and the broad platform/provider matrix remain deferred.
This merge does not publish a release or deploy a service.

## Model Used

OpenAI GPT-6 through Codex assisted with reasoning, repository
inspection, editing and tool use. The exact serving ID and context
window are not exposed in this session. Final live qualification uses Pi
1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed
low thinking.

## 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>
2026-10-09 08:56:41 -05:00
DottaandPaperclip dd777f4b73 feat(dot): complete onboarding and expand governed Runner capabilities (#15414)
## Thinking Path

> - Paperclip manages AI agents, their work, and their permissions.
> - Paperclip Runner supplies the same admitted tool authority to each
provider.
> - The Dot provider in #15402 needs reliable onboarding and useful
agent capabilities.
> - An idle Dot could not start work, assign a human, read skills, or
produce a workspace artifact.
> - Pairing also relied on a second configuration save before ordinary
admission could work.
> - This pull request adds governed idle admission and shared Runner
tools, and completes pairing atomically.
> - Operators can test Dot with fresh data while keeping normal company,
approval, budget, and run ownership checks.

## Linked Issues or Issue Description

**Subsystem affected**

Paperclip Runner, dedicated Dot MCP access, OAuth onboarding,
experimental settings, and empty worktree startup. This PR builds on
merged provider PR #15402. It reuses the merged MCP gateway from #14846
and assistant connection work from #14933 and #15380.

**Problem or motivation**

An idle Dot could see assignments but could not act on a conversation
request until someone created a task first. Its Runner catalog could not
assign tasks to humans or read pinned skills and workspace files.
First-time OAuth discovery and pairing also needed browser fixes, and a
completed pairing did not persist its binding reference on the agent.

**Proposed solution**

Keep Dot within the existing Runner. Admit a visible agent-authored
intake task for idle requests. Add people, human assignment, cross-task,
skill, and optional sandbox workspace tools through shared authority.
Relay assigned app calls through the configured MCP gateway. Add lease
renewal and follow-up references. Save pairing and its configuration
revision atomically. Show prerequisites and provide a complete copy
prompt.

**Roadmap alignment**

This extends the experimental provider in #15402. It uses the existing
governed gateway, task model, skills, artifact path, and native Runner.
It adds no separate execution subsystem.

## What Changed

- Add a standalone OpenAI Dot agent choice with an independent
experimental opt-in. It works with the general Runner option off.
Require Assistant connections (MCP), authenticated sign-in, and public
HTTPS for pairing.
- Use Dot’s own option for company package import. Allow an unpaired Dot
configuration to save after external billing acknowledgement; task
admission still requires pairing. Prepare the shared dev binary for
Dot-only opt-in.
- Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in
setup and runtime configuration.
- Route Dot creation directly to pairing after explicit external billing
acknowledgement. Hide local CLI, model, and harness setup for Dot.
Preserve the shared Runner implementation and canonical API type. Other
Runner providers still require their general opt-in.
- Add an empty worktree option with fresh signing keys and no production
data copy.
- Fix public-client OAuth negotiation, discovery compatibility, and
optional separate browser authorization origin.
- Add one-use pairing consent preview, clear copied setup instructions,
and atomic binding persistence and cleanup.
- Add idle request admission with stable request IDs and normal
scheduling, permissions, budgets, and task ownership.
- Add identity and people discovery, human task assignment and
reassignment, and authorized cross-task comments and documents.
- Read assigned skill files from pinned manifests. Relay assigned app
calls through the merged gateway without exposing credentials.
- Add an off-by-default workspace bridge. Constrain paths and writes.
Run commands in a deny-by-default OS sandbox with no network or injected
credentials. Reserve mutations before effects and never blindly repeat
uncertain work.
- Add rolling lease renewal, task pagination, bounded operation limits,
and deduplicated follow-up references without comment bodies in
webhooks.
- Add an off-by-default attachment reading setting. Restrict reads to
files on the current assigned task. Verify size and hash, cache bounded
verified copies per run, paginate text or binary bytes, and recheck live
authority before returning.
- Keep file grants operator-owned. Reject agent self-grants across
configuration routes. Preserve attachment consent in create/import
forms. Close generic API file bypasses while retaining current-run
response snapshots and permitted uploads.
- Keep provider limits explicit. Do not inherit a Dot binding,
attachment permission, or workspace permission when hiring another
agent.
- Include the required Markdown format in cross-task document writes and
validate the API title limit. Verify real creation and revision
persistence.
- Restrict command execution to Linux bubblewrap with descendant
containment. macOS retains workspace file tools and artifact publishing,
while refusing command calls. Explain the platform limit in setup.
- Exclude Paperclip instance state from workspace files, uploads,
artifact publication, and sandbox commands. Protect nested directories
and case variants. Fail closed when the directory protection scan
exceeds 4,096 directories.
- Add static UI compression for slow public tunnels. Document setup, the
complete tool inventory, and qualification limits.

## Verification

- Merge preparation on `00ca2c75b` integrates merged base #15402 and
master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up
source tree. The subsequent security fix excludes instance state from
file tools, uploads, artifact publication, and sandbox commands. It
preserves private task authorization and task monitors. It regenerates
the combined tool catalog, seeded catalog digest, and protocol manifest.
Workspace typecheck, full build, and UI token gates pass. All sixteen
real Dot broker cases and 93 company import cases pass after the review
fixes and creator-attribution test correction. The exported
human-assignment catalog and Unicode page boundaries are also fixed. All
ten catalog tests and nine workspace/skill bridge tests pass. All 35
workspace bridge and authority tests passed after the instance-state
fix, including real macOS commands in that intermediate version. The
subsequent document and descendant-containment fixes pass 44 focused
tests across bridge, authority, and setup UI, with six Linux command
cases skipped on macOS. Real cross-task documents pass the route
validator and persist two revisions. macOS refuses command execution and
does not advertise the tool. Full workspace typecheck and build, changed
server/UI typechecks, and token gates pass again on the final commit.
Greptile rates final head 00ca2c75b 5/5 and its completed check
concludes success; all review threads are resolved. All 58 current-head
checks are complete: 54 passed and 4 intentionally skipped. This
includes full tests, typecheck, build, Runner, browser E2E, release
verification, and Canary Dry Run. The older full local root attempt
finished with 16,602 passes, 93 skips, and ten failures across two
suites: it began before source edits and retained earlier imported
implementations while loading later tests. Both suites pass a clean
final-head rerun (25 passed, six Linux-only command cases skipped on
macOS). This mixed-source full attempt is not a final-head full-suite
pass; use the fresh CI evidence below.
- Full workspace typecheck and build pass for the standalone Dot change
on head `392d54f80`. UI token gates are clean. The full workspace
typecheck passed before the final importer UI edit; the changed UI
typecheck, build, and token gates pass again on the final commit. The
server build passes for its unchanged final source.
- Standalone selection, creation, settings, harness visibility,
inventory, and runtime admission checks pass. OAuth onboarding and the
real Rust/PostgreSQL broker suite pass 27 cases with the general Runner
option disabled. Dot and MCP revocation still block pairing; other
Runner providers remain disabled. Create, hire, conversion, and
inherited-hire route regressions pass 68 cases. The runtime selection
suite passes 20 cases. The setup UI suite passes 50 cases. Company
import and dev binary checks pass 97 cases. Import UI checks pass 29
cases, including Dot-only selection, preservation of imported Dot
agents, generic Runner fallback, canonical configuration serialization,
and required billing acknowledgement. A read of the synthetic instance
reports the native binary required with Dot enabled, the general rollout
disabled, and no persisted native work.
- The latest attachment, operator-consent, generic API file-guard, and
bridge checks pass 80 tests. Cache and native lifecycle checks pass 550
tests; create/import builders pass 45 tests; attachment setup UI checks
pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15
cases.
- Earlier authority, human assignment, pinned skill, confinement,
cancellation, inheritance, onboarding, replay, OpenAPI, and gateway
regressions pass their focused rechecks. Workspace writes reject
concurrent stale hashes.
- In the live empty test-drive, turn the general Runner option off and
leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice.
Create rejects missing billing acknowledgement, saves the canonical Dot
configuration, and opens pairing. The existing paired Dot remains ready
and passes its prerequisite checks. No new plugin pairing was needed for
this UI change. The final browser import preview keeps a Dot source
agent as OpenAI Dot, falls back a generic Runner agent while its switch
is off, and offers Dot independently.
- Real Dot completed OAuth, signed MCP Events readiness, and an
event-only assigned document task in an empty synthetic instance.
Pairing saved its binding without a second configuration save.
- Real Dot verified human assignment, cross-task comments and documents,
pinned skill reading, sandbox commands, lease renewal, follow-up input,
and a downloaded artifact whose bytes and hash matched its receipt. An
idle conversation request created an intake, created a task for its
human owner, continued after a definite missing-file read error, and
finalized Done with exit code 0.
- After operator approval, real Dot read a synthetic assigned-task
attachment and wrote its file-only random proof into an agent-authored
document. Its first test required accepting review because the existing
document tool removed the final newline.
- On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment
in two pages, used `expectedSha256` on page two, saved exactly its final
random marker, verified readback, and finalized Done with exit code 0. A
direct inbox check was required for this attachment qualification; it
does not claim event-only delivery.
- Previous head `392d54f80` passes all 55 checks (53 passed, two
intentionally skipped), including the full test, typecheck, build,
native Runner, browser, and release verification gates. Greptile rates
this head 5/5; all review threads are resolved.
- Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally
skipped. This includes full typecheck, build, native Runner, server
tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged
Cursor managed-runtime test exceeded its five-second deadline on the
first attempt; its focused local suite passed all eight cases, and the
single CI rerun plus dependent verify gate passed.
- A prior full local serial test attempt reported 19 failures (16,141
passed, 88 skipped) and stopped before later wrapper groups. It began
before the final source edits. Every failed suite has a passing fresh
recheck; the macOS snapshot stress case passes alone in 227 seconds. The
previous head `000fb9261` passed all 56 CI checks. PRs leave
`pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency
resolution.

## Risks

- Dot remains off by default. Its own opt-in does not enable other
Runner providers. It still requires the MCP option; disabling Dot blocks
new work while keeping existing recovery and saved bindings.
- Dot requires a stable public HTTPS origin. Its base provider in #15402
is merged. Temporary tunnels are useful for testing but are not
permanent deployments.
- Idle intake creates a visible agent-authored task. It does not
fabricate a human message or bypass ordinary admission.
- Workspace commands require Linux bubblewrap with a private PID
namespace; deployment qualification is still needed. macOS file tools
and artifact publishing remain available, but commands are disabled
because sandbox-exec does not contain detached descendants. There is no
unrestricted fallback. Command protection fails closed above 4,096
workspace directories. The historical macOS command walkthrough does not
qualify the current Linux implementation.
- Provider model choice, token usage, cost, native thread control, and
global external stopping remain unavailable. Known Paperclip budget
gates still apply.
- The workspace bridge and attachment reader are separate opt-in
settings. Reading assigned task files sends their contents to OpenAI.
Revocation prevents future reads but cannot withdraw bytes already sent.
Files are read on request; automatic inbound attachment staging remains
disabled.
- An existing event registration can retain earlier instructions that
prohibit extra tasks. Dot asked for permission before a second intake
after the final event-only bootstrap; that extra no-nudge continuation
is not live-qualified under that earlier registration. The later
attachment qualification submitted normally through the composer. The
revised onboarding prompt describes the new idle entry point, and its
protocol polling path is tested.
- OpenAI event delivery can be delayed; a webhook acknowledgement is not
proof that Dot has begun work.
- A running Dot can retain an old plugin catalog after tool refresh.
Refresh and actual tool exposure must be checked before using new
top-level actions.
- Hosted and remote controller modes are not qualified.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, test inspection, and browser
control.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:44:17 -05:00
DottaandPaperclip fc6304dfe5 feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402)
## Thinking Path

> - Paperclip manages AI agents, tasks, permissions, and execution
budgets.
> - Paperclip Runner gives each provider the same admitted task and tool
authority.
> - OpenAI Dot runs outside the local process tree and needs
asynchronous work delivery.
> - The merged MCP gateway supplies OAuth consent and signed event
delivery.
> - A personal assistant grant cannot safely stand in for an assigned
agent.
> - This pull request adds a separate Dot agent connection and a durable
Rust Runner bridge.
> - The operator can assign work to Dot and inspect its accepted work,
tool receipts, and result.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, as an experimental provider of the existing Paperclip Runner
adapter.

**Why this adapter is useful**

An operator can assign normal Paperclip tasks to an existing Dot. Dot
can read its mailbox, request work on an assigned task, use admitted
task tools, and submit a result. Paperclip keeps company scope,
checkout, approvals, known budget limits, and activity attribution.

**How the agent is invoked**

A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one
agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the
assignment. The Rust Runner owns the durable turn and operation
receipts. The first release supports self-hosted instances with a local
Runner controller.

**Additional context**

This extends the merged public MCP gateway from #14846 and the assistant
invitation and device-consent work from #14933. This also integrates the
merged assistant tool and configuration expansion in #15380. Dot retains
its dedicated agent resource and cannot receive personal configuration
permission. The public assistant connection remains a personal
connection.

## What Changed

- Add a durable Rust Dot provider and its TypeScript Runner driver.
- Add closed PRP v3 external-provider operations and native execution
input v6.
- Add company-scoped pairing, mailbox, assignment, and operation
records.
- Reuse merged browser/device consent, client metadata verification,
webhook admissions, refresh, secret rotation, and warm-standby gates.
- Keep Dot scopes, issuer, grants, event workers, and tool access
separate from personal assistant access.
- Add Dot configuration, pairing, readiness, and consent UI. Keep agent
grants out of the personal Connections entry.
- Regenerate the Dot-only migration after master. Preserve published
gateway migrations. Make the new migration safe to reapply.
- Document setup, recovery, accounting limits, evidence, and remaining
account qualification.
- Reverify reconnect callbacks and wake outstanding work with a fresh
mailbox reference; preserve the existing assignment and operation
receipts.
- Clean up Dot bindings and waiting runs on OAuth revoke and
refresh-token replay. Old grants cannot revoke replacement bindings.
- Restore the pairing reference when an unsaved agent form is reopened;
document board-only pairing routes in OpenAPI.
- Accept a clean Rust exit after the acknowledged shutdown receipt.
Unexpected exits still require recovery.
- Clear the cached binding after a successful revoke so a failed
connection refresh cannot restore it.
- Add production-component Storybook states and screenshots for pairing
and connection review. All preview account data is synthetic.
- Persist normalized completion, serialize Dot turns and durable work
admission, and poll subscription readiness.
- Serialize mailbox writes and cursor reads; retain paused fence
acknowledgement without task authority.
- Authorize admitted review runs without changing the worker assignee.
Include the fenced assignment ID in production stop notices.

## Verification

- This PR integrates master `4a8178e9c`. Dot migration
`0317_messy_famine.sql` follows the published history and is safe to
reapply. The merge preserves the reserved migration connection,
batch-commit handling, private task checks, task monitors, and native
accounting.
- Local workspace typecheck, full build, and UI token gates pass. The
server typecheck passes after the review fixes. Database and native
executor regressions pass.
- All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot
driver tests pass. The tests cover native document writing and
finalization, durable replay, queue admission, mailbox ordering,
admitted reviews, stale authority, production stop references, and
paused acknowledgements.
- Current head `d0e7e0626` passes all 57 checks: 53 pass and four are
intentionally skipped. This includes full typecheck, build, tests, Rust
Runner verification, browser E2E, release verification, and Canary Dry
Run. Greptile rates this exact head 5/5. All review threads are
resolved.
- The full local root test run is slower than the sharded CI run and has
not completed. The full CI test gates pass on the current commit.
Focused local regressions pass.
- Real-account pairing and event delivery on this base commit remain
unqualified. Live account and setup proof are recorded in the follow-up
#15414.

The following screenshots use synthetic preview data. They show the
production pairing component and do not qualify a real account or the
full agent setup journey.

![Synthetic pairing
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/pairing.jpg?raw=true)

![Synthetic connected
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/connected.jpg?raw=true)

## Risks

- This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP
and Paperclip Runner. The separate experimental-settings follow-up in
#15414 replaces this environment flag with saved operator settings.
- Dot does not expose provider token usage or cost. The operator must
acknowledge external billing. Known Paperclip budget gates still apply.
- Cancellation fences Paperclip authority. It does not confirm that Dot
stopped all external activity.
- Assigned skill files and third-party MCP bindings are unsupported and
reject admission. There is no mounted workspace, model selector, or
provider thread identifier.
- Hosted agent-broker and remote controller deployments are not
qualified.
- The new migration follows the merged master history. Existing
prototype databases still need the normal master migration history
before this Dot-only migration.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, and test 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 #123` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:11:50 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
DottaandPaperclip a6306ba606 feat(runner): consolidate Cursor production integration (#15075)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native Runner keeps provider sessions under company authority,
approvals, budgets and durable recovery.
> - Cursor work was spread across candidate branches. The published
branch lacked later plan, permission and cleanup fixes.
> - Production also needs public installation and matching runtime
assets for local and Daytona execution.
> - This pull request consolidates Cursor onto current mainline recovery
behavior and completes that installation path.
> - The installed v11 release passed focused local and Daytona
qualification after the generic mode and lifecycle cleanup. The later
model-selection correction and current mainline merge produce v14
artifacts that need matching release qualification.
> - Cursor admission is enabled in source; publish only an artifact
combination with matching qualification. Native AskQuestion and complete
per-run dollar accounting remain excluded.

## Linked Issues or Issue Description

Refs: #14435, #14631, #14669, #14699, #14724.

This completes the Cursor implementation by @cryppadotta from combined
source `22c78242a4e0c2369fecf0c2dc4e7600fbad6706`. It preserves newer
mainline recovery, completion and warm-directory behavior. Pi and
Copilot remain gated.

## What Changed

- Generate named Rust and TypeScript ACPX release profiles from one
manifest. Share runtime pins with packaging and server verification.
Preserve vendor runtime versions; bind the updated ACPX patch to Cursor
profile v14 and reject stale generated declarations at build/typecheck.
- Remove ACPX model allowlists, including the former Codex and Pi
restrictions and the duplicate developer test-drive gate. Send any
explicit model ID unchanged to its provider and verify the effective
selection before prompting. The bundled ACPX package forwards unlisted
IDs, rejects mismatched acknowledgements, and restores the exact
selection after session load. It does not expand Cursor model aliases.
Provider rejection, mismatch, or missing model controls fails without a
fallback. Model examples live in evaluation fixtures, outside runtime
declarations.

- Add pinned Cursor execution, contained instructions, exact model
verification and Agent/Plan/Ask modes.
- Carry an opaque generic `mode` identifier in shared native execution,
sidecar, Rust and recovery contracts. The provider adapter owns
supported modes, defaults, native translation and acknowledgement.
- Keep native RPC recognition, accepted-plan interpretation and
permission evidence behind provider adapters. Shared settlement and
recovery verify normalized facts and their committed evidence.
- Replace the Cursor-only warm-attachment branch with a runner-owned
capability. Only Cursor opts into it. Move profile compatibility and
optional usage parsing into provider metadata and adapters.
- Write generic plan-wait receipts. Read exact historical Cursor
receipts through a separate compatibility decoder. Reject mixed formats
and preserve existing authority checks.
- Carry native plans, semantic questions, todos, child activity,
permission identities and partial usage diagnostics through the Runner.
- Preserve durable response delivery, cancellation, warm ownership and
process retirement.
- Finish accepted planning runs successfully. Keep their tasks open for
explicit direction. Acceptance does not start implementation.
- Ship `paperclipai runtime setup cursor` and its provisioner through
the public package. npm installation does not download Cursor. Setup
uses the OS account's closure-keyed cache so system-wide npm packages
can remain read-only. Run it as the Paperclip service account.
- Include Cursor in normal provider packs and Daytona images for macOS
ARM64/x64 and Linux x64.
- Reject stale release packs by source revision and current ACPX/Cursor
pins before assembly writes files. Verify current Cursor
version/profile/closure again at runtime.
- Ship all three daemon targets and the expected Linux image-pack
identity. A macOS controller uses its packaged Linux daemon for Daytona.
Image mismatches fail before provider launch.
- Use the vendored Runner boundary for installed readiness probes.
Verify the actual installed Cursor probe.
- Verify compiled public Daytona plugins and their release versions in
installed smokes.
- Record exact artifacts, the acceptance matrix, retained failures,
supported capabilities and rollback behavior in the [readiness
report](https://github.com/paperclipai/paperclip/blob/codex/cursor-production-readiness/doc/plans/2026-10-03-cursor-production-readiness.md).

## Verification

- Current head `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037` merges
mainline `faa8e452c73bae5e044dd6379179a00106abb131`. It keeps Cursor
plan and cancellation guards alongside mainline historical-question
filtering. The evaluation catalog includes both Cursor and expanded
adapter accounting cases (683 total). Recursive typecheck, full build,
696 lifecycle/recovery tests, 45 fixture tests and fixture typecheck
passed. Current-head CI passed: 56 successful checks, one neutral and
four skipped. [Complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37557996535).
The fresh Base Greptile review is 5/5 on this exact head, with 304 files
reviewed, zero new comments and zero unresolved threads. The user
authorized overriding the CODEOWNER review gate after checks passed; no
failing checks are overridden. Prior results below retain their own head
identities.
- Corrective head `3d2b168366258036f6b6a6fccb382c49138cc601` fixes the
post-merge Apex finding. Automatic-review and new-evidence
reconciliation preserve pending child results and recheck delivery under
the status lock before completing. Account repair now excludes unrelated
secret consumers and requires the failed agent's identity. Regression
coverage includes the commit race, delivery statuses,
current-run/current-intent exclusions, repeated reconciliation, both
database reconciliation paths, and credential consumer boundaries. All
184 affected tests, server typecheck and server build passed.
Current-head Base Greptile review is 5/5, with 304 files reviewed, zero
new comments and zero unresolved threads. Current-head CI passed: 56
successful checks, one neutral and four skipped. [Complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37535994724).
This Base review is distinct from the earlier Apex review.
- Merge head `5957c257a` reconciles mainline `b508a05c4`. It preserves
both accepted-plan waits and pending-child-completion checks, current
provider selectors, task-creation response identities, and mainline ACPX
missing-file handling. The combined patch is bound to Cursor profile
v14; historical records keep their original identities.
- Merge head `5957c257a` passed recursive typecheck, full build, 43
installed ACPX/package contracts, 107 provider UI and plan/recovery
tests, 593 database-backed lifecycle tests, 49 profile/native contract
tests, 45 Product E2E fixture tests, fixture typecheck, token gates,
three provider-free browser task-creation cases, and Runner
conformance/replay checks. Its complete CI passed (55 successful checks,
one neutral and four skipped), while Apex returned 2/5 with a
child-delivery finding addressed below.
- The local full-suite attempt again failed the unchanged Git streaming
test (360-second timeout) and was stopped. The concurrent local Rust
attempt failed four unchanged Codex process/deadline tests; all four
passed serially without code changes in 7.29 seconds after removing the
competing test load. These failed commands are retained and are not
reported as full-suite passes; the fresh Linux CI runs are tracked
separately.
- The previous head `907bdb2a2778c7ffeb4a662a91460c9d1ddfc9c5` earned
Apex 5/5 with zero comments after fixing all three findings: per-user
install cache, stale release-pack rejection, and public Linux smoke
account/home handling. Its real built installer passed from read-only
public packages on macOS ARM64 and Linux x64. All 137 release-registry
checks and 64 ACPX package contracts passed. That review does not cover
this mainline reconciliation.
- Prior `beadd3654` passed the full CI matrix; its one unchanged chat
test failure and successful single retry remain in the [CI
history](https://github.com/paperclipai/paperclip/actions/runs/37521449327).
Historical results below remain attributed to their original builds.

- Fixture follow-up `dd59d7e82b103a88b7cbd7d2c38b612c0fbbff7a` removes
provider-specific model choices from generic offline ACPX tests. The
fake sidecar preserves the model and session identity selected at open
through suspension. Affected verification passed: 106 Rust tests and 73
TypeScript tests. This commit changes test code only; the
production-code checks below retain their recorded identities. Its CI
and Greptile review later passed; those results belong to that
historical head.
- Model-selection cleanup `9a070808b48960a41fdfd369ae0636b95af82459`:
252 focused Runner tests passed (six platform skips), covering all six
ACPX agents, native model acknowledgement, rejected selections,
installation integrity and recovery identity. The merged branch passed
recursive typecheck, full build, token gates, server admission (19
tests), and the Product E2E catalog (45 tests). The acceptance catalog
passed all four tests. The full Rust suite passed: 643 tests, 2 ignored.
It verifies sidecar acknowledgement of unlisted models and rejection of
model mismatches. The final commits only update Rust tests; production
sources match the verified build at
`65ec3279ac50185e3cda109b5cfd9b4f56105de0`. No new paid provider calls
were made.
- The merge preserves both Cursor and the new mainline public-MCP
fixture cases. Auto-merge remains disabled; the latest follow-up status
is recorded above. The local `pnpm test:run` attempt hit the unchanged
Git streaming test's 300-second timeout and was interrupted before
merging mainline. The broad Runner attempt found obsolete single-model
assertions plus three macOS fixture-path failures caused by a
`/private/tmp` override. The assertions are corrected; affected
TypeScript checks passed with the standard macOS temporary directory,
and the complete Rust suite passed. Neither interrupted command is a
full-suite pass.
- Earlier declaration-cleanup head `6f4a5e9e2` passed recursive
typecheck, build, Rust and focused tests. Its CI later exposed a test
expecting duplicated Grok digest literals. The current source fixes that
assertion to compare launcher bytes with the shared manifest. Historical
successes and failed attempts are retained; no new live provider
qualification is claimed.
- Previous head `e75fde6098b0ddd8cec765bfb6ecaeecb88a26a6` passed
complete CI (56 successful checks, one neutral, four skipped) and
Greptile 5/5. [Historical complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37489112305).
Those results are not claimed for the cleanup head.
- Frozen live application: `d7b696f9b8f79095233e9e3d56d23e6a6018dd48`.
Public package version: `0.0.0-cursor-verify.3d0c9b7761c6`. The
declaration cleanup preserves release pins and does not relabel that
tested artifact as a build of the new source. Mainline through
`e34abee670` was reconciled while preserving accepted-plan waits,
provider-capacity handling, and both Cursor and public-MCP fixtures.
- Clean normal installation, explicit Cursor setup and daemon resolution
passed on macOS ARM64, macOS x64 under Rosetta, and Linux x64. npm
lifecycle hooks ran without silently downloading Cursor.
- Historical v11 live matrix: **18/18 passed with cleanup** (nine local,
nine Daytona) after the generic mode and lifecycle cleanup. The campaign
has 23 attempts; all five failures and their diagnoses remain recorded.
Exact case identities, hashes and limits are in the readiness report.
All provider calls are real, use the explicit Luna model and
company-bound credentials, and run without qualification or
runtime-asset overrides.
- The immutable Daytona image is
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:d6259b6bba094702c13fc2283bd85550849c1c53145b656fb2746778f9fa1747`.
The public Daytona plugin is installed independently and its version is
checked.
- Recursive typecheck, full build, token gates and Runner
contract/conformance/replay checks passed on the frozen application. Its
complete Linux CI suite passed. The duplicate local full-suite command
was incomplete after timing failures; affected repeats passed, but that
command is not reported as a clean pass.
- Qualification fixtures passed typecheck, 1,675 Vitest tests (one
skip), 128 Node checks, three provider-free browser tests, and 150
focused lifecycle tests after the final diagnostic correction. The
affected legacy Cursor command file also passed all five tests after
removing its shorter 10-second override; it now inherits the suite’s
standard 15-second timeout. Greptile is 5/5 on `e75fde609` with no
unresolved review threads. CI results above are recorded separately from
historical build results.

## Risks

- Cursor v14 includes the updated ACPX dependency patch and release
identity. The v11 live matrix and image below remain historical
evidence. They do not certify new v14 package/image artifacts.

- ACPX accepts models beyond the qualification fixtures. Availability
and entitlement depend on the provider. Successful configuration is not
a claim of live qualification for every model.
- Shared mode is an opaque identifier. Provider adapters own its
meaning. Incompatible historical sessions remain fenced; exact committed
plan waits and task history remain inspectable.
- Native AskQuestion is excluded. Paperclip semantic questions are
supported. Authoritative per-run dollar accounting is unavailable;
partial counters remain diagnostics and unknown cost is not zero.
- Image input, detailed native diffs, deeper child transcripts and
native plan-file export remain follow-ups.
- macOS x64 has clean-install and daemon-startup proof under Rosetta,
not a separate live campaign on Intel hardware.
- Release only the tested package/image combination. Merging this PR
does not publish npm packages or deploy that image. Later builds need
their own release verification. Rollback disables new Cursor admission
while preserving records and recovery inspection.
- A model can fail an exact instruction: one cancelled-plan attempt
returned the wrong summary marker despite correct cancellation. The
unchanged repeat passed; both results remain in the report.

> ROADMAP.md was checked. This completes existing native Runner/Cursor
work; it does not add an independent core feature proposal.

## Model Used

OpenAI Codex, GPT-6. The exact serving variant and context window are
not exposed in this session. The agent used reasoning, repository
inspection, code execution, protocol tests and browser-backed Product
E2E tools. Cursor acceptance uses the explicit
`gpt-5.6-luna[context=272k,reasoning=medium,fast=false]` model. That is
the evaluated provider model.

## 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 — affected suites passed;
full CI and the retained local failed attempts are recorded separately
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 — 56 successful checks, one
neutral and four skipped on `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037`
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
fresh Base review passed on `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037`;
zero new comments and no unresolved threads. The earlier Apex finding
remains fixed.
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:48:15 -05:00
DottaandPaperclip 2d0c138122 Expand direct assistant MCP tools for work and configuration (#15380)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:29:58 -05:00
Devin FoleyandPaperclip 892b0b3606 fix: scope quota reports to authorized subscription accounts (#14994)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 18:20:37 -07:00
DottaandPaperclip 2ca0d26a99 fix(connections): recover missing personal AI credentials in chat (#15376)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 15:36:01 -05:00
DottaandPaperclip a590ab769d Give managed agents persistent cryptographic identities (#15352)
Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence.

Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 13:57:03 -05:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

Refs #37, #13083, #14104, #14565, #12692.

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

OpenAI GPT-6 through Codex, with 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>
2026-10-06 13:29:03 -05:00