Commit Graph
9 Commits
Author SHA1 Message Date
DottaandPaperclip 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -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 527e146980 feat(ui): share animated agent setup prompts (#14862)
Use the shared animated prompt-copy control across setup, invitations, webhooks, and task handoffs. Preserve first-click copying, clipboard recovery, and logo continuity. Add Storybook coverage and restore mention icon masks for the current Lucide data shape.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-01 11:46:14 -05:00
DottaandPaperclip 18e8c121d9 fix(runner): include Grok support in public installs with sandbox prerequisites (#14024)
## Thinking Path

> - Paperclip manages agents through a shared native runner.
> - Built-in harness support should ship with Paperclip's public
distribution.
> - Grok already speaks ACP; it does not require a new public bridge
package.
> - Sandbox provisioning owns the native executable and its pinned
version.
> - The runner must verify that prerequisite without downloading it
during npm installation.
> - This change separates built-in launcher identity from external
runtime identity.
> - Clean npm installation and live staging checks verify the
distribution boundary.

## Linked Issues or Issue Description

Refs #13882, #13973, #13977, #13979.

This follow-up now targets master after #13882 was squash-merged. It
replaces the private `@paperclipai/grok-acp` workspace package with
runner-owned assets. Current master is included so the branch also
contains the merged scheduler, complete-event capture, and durable
cleanup fixes.

## What Changed

- Ship Grok launcher and qualification metadata inside the runner's
compiled output and the public server's vendored runner tree.
- Remove the separate Grok npm package and all package-manager install
hooks for this runtime.
- Require the checksum-verified Grok Build 1.0.13 binary at
`/opt/paperclip/providers/grok/1.0.13/grok` in the selected execution
environment. Provision it explicitly in the Daytona image and CI setup.
- Keep native binaries outside the provider pack. Bind the built-in
launcher into the pack manifest.
- Preserve executable leases, descriptor-backed startup, credential
fences, permissions, and exact ACP model admission.
- Use `builtin:grok-acp` and `native:grok` as profile identities.
Historical package-profile sessions fail closed on resume rather than
being silently reinterpreted.
- Resolve built-in assets from the authenticated sidecar location,
including public server npm layouts. Keep the controller path out of
provider environments.
- Add clean npm tarball installation verification to the existing
trusted canary CI job and the admitted manual EC2 verification path. It
stages a unified release version and runs npm lifecycle scripts, then
verifies missing-prerequisite rejection and admission after separate
provisioning without credentials or inference.
- Include the controller-owned provider pack in stamped Cloud images.
Unstamped local images omit the pack and remain usable; remote ACPX
requires full source provenance.
- Correct CLI approval-page metadata for an already authenticated Cloud
board user; approval authorization remains unchanged.
- Honor explicit native-runner enablement in the Cloud agent picker and
direct setup page, keeping the flag disabled by default.
- Allow selecting the execution environment before connecting
credentials. Include Grok in the existing authenticated hello-probe
flow, targeting its pinned native prerequisite for runner setup.
- Recover an existing subscription sign-in conflict through an explicit
cancel-and-retry action, serialized after cancellation succeeds.
- Preserve the selected ACPX harness before normalizing config fields,
so new Grok agents use the Grok default model.
- Keep the credential-free Cloud provider pack root-owned and readable
after runtime UID remapping; verify manifest and referenced asset access
under an unrelated unprivileged UID during image builds.
- Archive prior failover backups alongside explicitly replaced harness
state, preserving evidence while preventing stale backups from blocking
a fresh replacement.
- Update Daytona image content inputs and contract tests for the
built-in assets and explicit provisioner.
- Document and regression-test the shared `approve-all` default for Grok
setup, saved configuration, and native execution. Explicitly saved
restrictions remain unchanged.

## Verification

Current merge-repair head `df09eb3e1a619430ad8419a0ee9aedd486689b05`
incorporates master `f1a394bd30cb56fb9e479f98b9f50176fe921858` after the
base PR was squash-merged. All 12 conflicts came from incoming files
identical to the tested pre-squash base. The final tree exactly matches
a three-way merge using that original base, preserving built-in Grok
distribution and removal of the obsolete private package. All 252
focused runner/UI tests, six npm-isolation tests, and token gates pass.
Fresh exact-head Greptile review is 5/5 with no outstanding findings;
security scans and EC2 native compilation pass. All current-head CI is
green: 56 successful checks/statuses and four intentional skips ([run
36468768035](https://github.com/paperclipai/paperclip/actions/runs/36468768035)).
The repository owner explicitly authorized bypassing code-owner approval
after all checks passed; no CI checks or repository protection settings
are bypassed or changed. The only remaining PR was removed from the
completed stack metadata to permit native auto-merge.

Earlier integration head `78cb306ecc41b5c96577c26c1d89153b0ef865a1`
includes master `3447609d2247e75e55d91493dda91a608364f672` (2026-09-28).
Two master advances during verification overlapped the eval catalog; the
final merge preserves Grok qualification, completion updates, and
bounded API-response reading in all 348 cells. All 77 focused
catalog/eval/workflow tests pass. Both native stack layers (#14397) are
mergeable, and both exact-head Greptile reviews are 5/5 with successful
security scans and no unresolved review threads. All current-head CI is
green: 56 successful checks/statuses and four intentional skips ([CI
attempts](https://github.com/paperclipai/paperclip/actions/runs/36447124691)).
The initial attempt lost two EC2 runners to shutdown signals and stalled
a third shard during dependency preparation; all three passed the
same-commit failed-job-only retry. Trunk code-owner requirements remain
enforced. The review summary’s non-blocking saved-asset offset
classification note concerns code already merged in #14301; those
runtime files are identical to master and outside this stack’s diff.
Historical live evidence below retains its original source revisions.
[Final public npm
verification](https://github.com/paperclipai/paperclip/actions/runs/36445542764)
passed on `76ea70cd4d13786a042af9df82f0fd7a8c85ae30`: 17 public
packages, an executed offline lifecycle sentinel, unchanged consumer
lock, built-in launcher, missing-prerequisite rejection, and verified
separately provisioned binary/command lease. Provisioning and cleanup
require no host privilege elevation; only the positive probe mounts the
temporary native binary read-only. The verifier is unchanged by the
final master merge. All six isolation tests and an offline npm smoke
test pass. The prior head had 56 green CI checks and a 5/5 review after
two unchanged tests timed out and passed a failed-job-only retry ([CI
attempts](https://github.com/paperclipai/paperclip/actions/runs/36444597313)).
All 56 recovery-display/lineage tests pass; re-review cleared the
already-covered missed-retry concern. Earlier EC2 failures remain
retained: [npm lockfile
rejection](https://github.com/paperclipai/paperclip/actions/runs/36436311203),
[missing compiler in the slim
image](https://github.com/paperclipai/paperclip/actions/runs/36440210984),
and the aggregate 15-minute test timeouts in those broad runs. Both
broad attempts passed typecheck, token gates, Product E2E type/unit
checks and build. The focused EC2 lane preserves the existing
trusted-actor and immutable-source gates.


Earlier documentation/test checkpoint
`ff244c4fd78a7ede5a3e00efe09f475f133ef33e` leaves runtime behavior
unchanged. 154 focused tests pass across configuration building, native
provider resolution, permission policy, credentials, UI configuration,
and new-agent setup (including both Grok auth modes); token gates pass.
All fresh CI is green for this head: 56 successful checks/statuses and
two intentional skips ([run
36367065119](https://github.com/paperclipai/paperclip/actions/runs/36367065119)).
Greptile is 5/5 with no new findings. Grok already inherits the shared
`approve-all` default, so unattended setup requires no manual permission
change.

Runtime head `bb5a9307991f1ac567b781970ef11b39d518e19b` fixes a final
staging continuation failure before provider startup: explicit
replacement archived the old harness but left its failover backups
active, which caused `runner_harness_state_mismatch`. The regression
fails before the fix and passes after it; all eight adjacent
recovery-safety cases also pass. Old backups remain inspectable inside
the continuity archive. All fresh CI is green at this head ([run
36360839248](https://github.com/paperclipai/paperclip/actions/runs/36360839248)),
with a 5/5 review. One unrelated Cursor test timed out in the initial
server shard; the same-commit failed-job rerun passed, and both attempts
are retained. Staging deployment is confirmed healthy on this revision.
The controller image is
`ghcr.io/paperclipai/paperclip@sha256:6ad91c487910ccd2596ff7aed0a3a3ea5233d12b51b83cd6e1402237749b9673`.
The final browser-created staging task passed on this exact revision
with API authentication: context read → structured human question →
controller restart → answer submission → same native provider session
resumed → document saved → task Done. The two turns took approximately
119s and 77s. The actual write receipt was applied, and the saved
document has exactly one revision containing the selected answer and
requested marker. Usage and cost were not reported. [Controller image
build](https://github.com/paperclipai/paperclip/actions/runs/36360889243).

- Previous integration head `a44f7dbb6b6f77cd9ed893756ca453307f281e5f`:
all CI green (53 successful checks/statuses, two intentional skips),
including repository typecheck/build/tests, native Runner tests, browser
shards, and canary installation checks. [CI run
36358672529](https://github.com/paperclipai/paperclip/actions/runs/36358672529).
Greptile is 5/5 with no unresolved findings.
- Focused checks cover Grok credentials, executable admission, launcher
assets, provider-pack paths/permissions, workflow contracts, setup
defaults, CLI authorization, and subscription conflict recovery. All 39
protocol definitions validate. Final integration checks pass 124
catalog/evidence/cache tests and nine project-form tests; token gates
pass. Some local dependency checks could not load the stale installed
dependency tree; the corresponding fresh EC2 checks pass.
- Clean public npm installation passed on EC2 at
`8b172ebcf8e02e30662d830c00f3961e3bd459ec` ([run
36164964900](https://github.com/paperclipai/paperclip/actions/runs/36164964900)):
17 unified-version packages, lifecycle scripts enabled, built-in
launcher present, no separate Grok package or npm-downloaded binary,
missing prerequisite rejected, separately provisioned native executable
and command lease verified. No credentials or inference were used.
Subsequent changes preserve this npm asset layout.
- The immutable Daytona prerequisite image is
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:98957d5be0ac774d086b6402b5849e8e6356fec70fb8c09fca6eb4ed6de918e0`,
built from `5a2db471f3ddabe77f9f80e76ed27f996cb97fba`. The previous
Cloud controller image was
`ghcr.io/paperclipai/paperclip@sha256:fd914e1ab1e45f741e8e078ff452d16f082d7ac05f9b4b3506d3a3c64150d204`,
built from `a44f7dbb6b6f77cd9ed893756ca453307f281e5f`; it is superseded
by the latest image above. Its EC2 build verified provider-pack access
under an unrelated unprivileged UID.
- Browser staging at `40f898bc4cba73c1dff4e6344a3983ba0fb247ef` passed
full Grok onboarding with the correct `grok-4.7` model, saved credential
delivery, and pinned Daytona execution. A browser-created task read
context and asked the structured human question. After a controller
restart, answering the persisted question resumed the same native
provider session, saved the requested document, and completed the task.
Actual tool outcomes and durable state agree: one question and one
document revision. The two successful turns took 42.7s and 63.1s; usage
and cost were not reported.
- Restricted policy returned the expected `approval_required` outcome.
Functional staging tests explicitly selected `approve-all`; controller
authorization and governed approvals remain enforced. Temporary board
CLI access was revoked and verified rejected (HTTP 401), and the
disposable onboarding agent was paused.

Failures remain retained: the pre-fix continuation failure (its task
remains blocked; the passing final task is fresh), the original Cloud
provider-pack permission failure, the expected restricted-policy denial,
the superseded npm staging failure, and an earlier monolithic CI
infrastructure timeout. Browser CI exposed a project alias/form race;
the final stack uses master's stronger draft-preservation fix and all
browser shards pass. Historical full subscription/API protocol and
Product rosters retain their original source revisions and do not
qualify this packaging revision. No local Docker or Rust build was used.

## Risks

The branch includes master’s draft-preservation fix for project URL
aliases. It keeps the same project’s edit form mounted and clears prior
data when the project or company changes.

Custom sandboxes and local execution hosts must provision the pinned
binary before Grok starts. Missing, changed, unsupported-platform, and
symlinked executables fail admission. The new builtin profile cannot
resume sessions created with the former private-package profile.
Existing Claude/Codex npm bridge profiles retain their package pins.
Grok restricted modes preserve the selected policy but cannot
automatically admit Paperclip calls: ACP permission metadata does not
independently bind tool authority, so those calls stop with
`approval_required`. New Grok configurations default to `approve-all`,
including API configurations that omit the mode. Existing explicitly
restricted configurations remain restricted; controller authorization
and governed approvals remain enforced.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-28 14:54:44 -05:00
Devin FoleyandPaperclip 83abfa46f6 feat(ui): enable Grok in Cloud agent setup (#13791)
## Thinking Path

> - Paperclip manages AI agents and their execution settings.
> - The new-agent flow selects an adapter before configuring credentials
and a model.
> - Cloud uses one adapter policy for the picker and direct setup links.
> - That policy excludes Grok despite its existing adapter and xAI
connection support.
> - This change adds Grok to the Cloud policy.
> - Cloud users can configure Grok with the existing subscription or
API-key flow.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent creation on Cloud.

**Current behavior**

The Cloud picker offers Claude, Codex, and OpenCode. Direct Grok setup
links also fail the shared adapter check.

**Proposed behavior**

Offer Grok alongside the existing choices. Use the existing xAI
connection and managed sandbox setup.

**Reason and benefit**

Users can select an already-supported adapter through the Cloud creation
flow.

**Breaking changes**

None. Loaded and enabled checks still apply. Other excluded adapters
remain excluded.

## What Changed

- Add `grok_local` to the shared Cloud creation policy.
- Display four adapter choices in a 2×2 grid on desktop and mobile, and
reuse the theme-aware provider mark on the connection step so Grok is
visible in dark mode.
- Verify picker navigation and both Grok authentication methods through
sandbox setup, model testing, and agent creation.
- Verify that probe and hire payloads carry the xAI connection binding
without the entered API key.
- Update the agent configuration specification.

## Verification

- `cd ui && pnpm exec vitest run src/components/NewAgentDialog.test.tsx
src/pages/NewAgent.test.tsx
src/components/new-agent/AgentProviderConnection.test.tsx` — 69 tests
passed.
- Chromium checks against the production components and built stylesheet
— four cards occupy two rows and two columns at 1280px and 390px; the
connection step loads and displays the white Grok logo in dark mode and
the black logo in light mode.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed.
- `pnpm check:token-gates` — passed.
- `git diff origin/master...HEAD | gitleaks stdin --redact --no-banner`
— no leaks found; manual diff review found no private identifiers or
user data.
- `pnpm -r typecheck` and `pnpm build` — blocked at the existing runner
package because `cargo` is not installed locally.
- `pnpm test:run` — started locally, then stopped after the equivalent
CI suites passed.
- Initial [PR
CI](https://github.com/paperclipai/paperclip/actions/runs/35681351752)
passed, including full typecheck/build, general and serialized tests,
Rust checks, and all eight browser-test shards. One unchanged Cursor
test timed out on the first attempt; its five-test file passed locally
and the failed CI shard passed on retry.
- The [latest CI
run](https://github.com/paperclipai/paperclip/actions/runs/35683642812)
passed build, typecheck, all general and serialized tests, Rust checks,
and all eight browser-test shards. One unchanged
local-service-supervisor test failed its HTTP readiness check on the
first attempt; its six-test file passed locally, and the failed server
shard passed on retry.
- Live xAI login and model execution were not run; the setup tests mock
provider calls.

## Risks

Small UI policy change. The existing Grok adapter, authentication, and
secret storage paths remain in use. No schema or control-plane change is
required. Cloud must deploy a tenant-app release containing this change.
Revert the policy entry to hide Grok from new-agent setup again.

## Model Used

- OpenAI GPT-6 (Codex), with repository inspection, code editing, and
shell-based verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 09:17:59 -07:00
DottaandPaperclip ebaeba40ee feat: simplify agent onboarding and configuration (#13011)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create agents and configure their runtimes in the board
UI.
> - The old creation flow presents several choices and a large form
before an agent can start.
> - The existing onboarding controls already provide clear provider
connection steps.
> - This pull request uses those controls in a new-agent wizard and
organizes the full configuration pages.
> - Operators can connect, test, save, and assign a first task while
keeping the existing configuration tools.

## Linked Issues or Issue Description

Related: #10974. That earlier open PR also reorganizes agent
configuration. This PR follows the reviewed Storybook designs for agent
creation and the current configuration tabs.

**What existing behavior does this improve?**

Agent creation, provider connection, runtime tests, and full agent
configuration.

**Current behavior**

The creation dialog leads to a large manual configuration form. Provider
login controls differ from onboarding. Environment variables and secret
access appear in separate places.

**Proposed behavior**

Choose a name and adapter. Connect Claude or Codex through the existing
onboarding controls. Configure and test the runtime, save the agent, and
open a task dialog with that agent assigned. Use the same design on the
existing configuration tabs.

**Reason and benefit**

The first setup asks for fewer decisions. The full editor keeps
instructions, skills, runtime controls, secret access, permissions,
keys, and revisions available in clear sections.

**Breaking changes**

The board creation and configuration layouts change. The
test-environment API adds an optional, allowlisted `testCredentials`
field for one-shot probes. Database contracts stay the same. Native ACPX
tests now reject unsupported local platforms before a CLI login can mask
the runtime restriction.

## What Changed

- Added a new-agent wizard with numbered steps, adapter branding,
provider connections, editable model choices, runtime tests, and
confirmation.
- Added Codex app-server, Claude ACPX, and OpenCode runner choices.
- Stored API credentials through existing secret APIs and persisted
references in agent configuration. New setup keys are isolated from
credentials used by existing agents.
- Preserved external-agent invitations beside the wizard, including
optional messages, one-time prompts, and clipboard fallback.
- Added OpenRouter provider and secret bindings for Pi and OpenCode.
- Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi,
and Hermes. Cursor Cloud keys are saved as new organization secrets.
- Fixed Cursor Cloud repository field mapping, omitted empty remote
environment values, and added useful model and repository error
messages.
- Preserved complete MCP assignments when multiple valid profiles
contain more than 250 tools in total. Generated profiles retain exact
tool selectors.
- Added service branding and deployment-aware adapter choices. Cloud
setup offers Claude, Codex, and OpenCode; local native runners require
the experimental setting.
- Made the agent list responsive at intermediate widths.
- Applied the reviewed design to the real agent configuration pages.
Kept the instruction editor, skills, and existing mutations.
- Combined secret access and environment variables under one Save and
Discard action.
- Added interactive Storybook screens for setup, configuration,
confirmation, authentication, and test results.
- Fixed Pi provider-error parsing and thinking-effort persistence.
Native ACPX validates Linux x64 on the actual local, SSH, or sandbox
target.
- Redacted the complete transient probe-credential field from HTTP error
logs, including rejected provider names.

## Verification

- Current head `df0292fe6` has a fresh Greptile 5/5 review with no
unresolved findings. All 31 executed CI checks passed, including the
aggregate verification gate and all browser E2E shards. Storybook visual
regression is skipped by its workflow; the local Storybook build passed.

- Browser tests completed real assigned tasks with direct Codex, Claude,
OpenCode, Pi, and native Codex.
- Verified external-agent invitation generation and automatic prompt
copying in the live browser.
- Pi and OpenCode used an existing OpenRouter secret. Browser checks
covered save and reload, instruction edits, skill selection,
environment-variable Save and Discard, and assigned task creation.
- Invalid Claude API credentials remained on the connection step with an
error. A live Pi/OpenRouter invalid-key probe returned a provider
failure and left the user-secret inventory unchanged (zero entries
before and after).
- Full workspace typecheck and build passed after rebasing onto current
master. After review fixes, server and UI typechecks, token gates, and
the full build passed again. Storybook built successfully.
- All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter
regressions passed all 24 tests. Review regressions passed 69 server
tests and all 18 agent-list tests.
- The local full test command ran 6,971 general server tests
successfully. Editing review fixes during that long run caused nine
tests to use stale modules; fresh isolated runs passed. An unrelated
embedded-Postgres fixture hit the host shared-memory limit; its 15
affected tests passed when the fixture groups ran separately.
- Local workspace groups passed after rerunning 18 CLI tests
sequentially to avoid host database limits and parallel-load timeouts.
The local full command stopped at the general server phase, so
serialized server verification comes from the five passing CI shards.
- Browser testing at 390px confirmed that the agent action menu opens
and the page has no horizontal overflow. CI browser E2E shards passed.
- Review the `Onboarding / New agent` and `Agents / Configuration
refresh` Storybook groups. In the real app, create an agent, run its
connection test, save it, assign a task, and reload its configuration.

## Risks

- This changes the main agent setup and configuration UI. Regression
tests cover routing, persistence, secret bindings, and form actions.
- Native Claude ACPX requires Linux x64. Direct Claude works on macOS.
Remote checks execute a bounded platform probe and reject unsupported or
unverified targets.
- A native OpenCode task reached the provider context limit because of
its tool payload. Its provider connection test passed. Direct OpenCode
completed a task. This existing native execution limit is not fixed
here.
- Claude and Codex connection keys use the existing user-secret store.
Other runtime setup keys use distinct organization secrets. Existing
credentials are never rotated. Probes do not store entered keys. Failed
agent creation removes newly staged credentials.
- Cursor Cloud has not completed a live task. Its authenticated account
still needs GitHub repository access. The live run passed MCP
provisioning, remote environment validation, and explicit Auto model
selection before the repository prerequisite blocked execution.
- Generated runtime MCP profiles can exceed the public profile-edit
request limit. They still contain exact catalog selectors and preserve
permission boundaries.
- No database migration, dependency, lockfile, or workflow changes are
included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser automation. The runtime did not expose the exact
model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 14:22:32 -05:00
Dotta 1955b0e2d8 Gate Paperclip Runner setup behind an experimental flag (#12656)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent adapters control how Paperclip starts and resumes an agent
runtime.
> - Paperclip Runner is an experimental Rust runtime and must stay
opt-in.
> - The server already rejected new runner selections when the flag was
off.
> - Some setup and onboarding views did not enforce the same boundary.
> - This pull request exposes the existing flag and applies it to every
new setup path.
> - The benefit is a safe rollout with unchanged legacy onboarding and
recoverable existing native runs.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves experimental adapter selection in Settings, onboarding,
new-agent setup, invite setup, and company import.

**Subsystem affected**

Cross-cutting: the React UI and the server onboarding seed service.

**Current behavior**

The server defaulted Paperclip Runner to off, but Settings did not
expose the flag. First-run onboarding could show the runner after
opt-in. A direct new-agent URL and some setup pickers could also reveal
native runner configuration before the availability check completed.

**Proposed behavior**

Settings has a default-off Paperclip Runner toggle. Explicit agent
configuration shows the runner only after the server reports that the
flag is enabled. First-run and invite onboarding always use legacy
adapters. Existing native agents and runs remain readable and
recoverable.

**Reason and benefit**

This keeps the experimental runtime out of normal onboarding. It also
gives administrators one clear opt-in before users can create a native
runner agent.

**Breaking changes**

None. Legacy adapter selection and execution stay unchanged. Existing
native records remain available.

## What Changed

- Added the Paperclip Runner opt-in to Experimental Settings.
- Refreshed adapter availability after the setting changes.
- Kept UI and server-seeded onboarding on legacy adapters.
- Made native runner choices fail closed in new-agent, invite, and
import setup.
- Preserved edit and recovery behavior for existing native agents and
runs.
- Added focused regression tests for flag-off and flag-on behavior.

## Verification

- GitHub Actions will run the repository test, typecheck, build, and
policy gates.
- Focused tests cover Settings, onboarding, agent creation, invite
setup, import setup, and server-seeded onboarding.
- No local test suite was run, per the maintainer request to use GitHub
Actions for verification.
- `git diff --check` passes.

## Risks

Low risk. The change narrows new adapter selection only. The server
remains the final enforcement point. Existing native records do not
depend on the current flag value for read or recovery behavior.

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

## Model Used

OpenAI Codex, GPT-5, with reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 05:57:40 -05:00
scotttong 4d82f5eaea copy: unify user-facing "company" wording to "organization" (#12243) 2026-08-27 01:04:55 -07:00
Aron Prins 897cc322c7 Improve external agent invite flow (#6183)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Agent creation can happen through local runtimes, managed runtimes,
and external agents that onboard through invites.
> - The old OpenClaw-oriented invite UX lived under company
settings/invites and made a gateway-specific path look like a company
access setting.
> - That hid the broader bring-your-own-agent flow and forced operators
to leave the add-agent modal when adding an external agent.
> - This pull request moves external agent invite generation into the
add-agent modal and makes the copy agent-oriented instead of
OpenClaw-only.
> - The benefit is a clearer agent-first onboarding path while company
invites stay focused on human access.

## What Changed

- Added an external-agent invite branch to the add-agent modal,
including a dedicated prompt result view with Back navigation.
- Added a shared agent onboarding prompt builder and focused modal
coverage for prompt replacement/back navigation.
- Removed the agent invite prompt UI from Company Settings and Company
Invites, leaving Company Invites focused on human access links and
invite history.
- Updated the hidden OpenClaw Gateway runtime hint to direct operators
to the add-agent invite flow instead of presenting it as a blocked
runtime card.
- Updated invite/onboarding docs, storybook coverage, and server-side
onboarding copy toward generic agent language while preserving existing
gateway compatibility.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `FAKE_BIN="$(mktemp -d)/bin"; mkdir -p "$FAKE_BIN"; printf
'#!/bin/sh\nexit 1\n' > "$FAKE_BIN/tailscale"; chmod +x
"$FAKE_BIN/tailscale"; PATH="$FAKE_BIN:$PATH" pnpm test:run`
- `pnpm test:run` without the fake `tailscale` shim was also attempted;
it failed only in two pre-existing CLI tailnet fallback tests because
this host has a real Tailscale address (`100.125.202.3`) where those
tests expect no Tailscale.
- Focused confirmation for that host-env issue: `FAKE_BIN=...
PATH="$FAKE_BIN:$PATH" pnpm exec vitest run --project paperclipai
cli/src/__tests__/network-bind.test.ts
cli/src/__tests__/onboard.test.ts`
- Manual UI verification: served UI locally in light mode, opened
add-agent modal, generated external agent prompt, verified the generated
prompt replaces the form and Back returns to the form.

### Screenshots

![Add agent
modal](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/add-agent-modal-light.png)

![External agent invite
form](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/external-agent-invite-form-light.png)

![Generated onboarding prompt replacement
view](https://raw.githubusercontent.com/aronprins/paperclip/pr-assets/6183-agent-invites/.github/pr-screenshots/6183/onboarding-prompt-result-light.png)

## Risks

- Existing OpenClaw gateway compatibility remains, but operators now
discover external agent onboarding from the add-agent modal instead of
company settings.
- Agent invites still appear in the invite history table, so that page
may show agent-scoped invite rows even though it no longer creates agent
onboarding prompts.
- Low migration risk: no schema changes.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent in Codex desktop; tool-enabled
repository, shell, browser, and GitHub workflow. Context window size was
not exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-05-23 09:09:40 -05:00