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DottaandPaperclip 13a83dd68a docs: require sleep-aware background work in reviews (#17138)
## Thinking Path

> - Paperclip manages agents in instances that can be idle between
tasks.
> - Recurring empty database and network checks can keep idle instances
and databases awake.
> - Worker migrations already use events, transaction-aware signals, and
shared deadlines.
> - New features can still add idle scans unless contributors and code
reviewers share an explicit rule.
> - This PR makes that rule discoverable through the repository rule
loader and Greptile.
> - The rule applies to added or expanded behavior without requiring
unrelated legacy polling to be removed.

## Linked Issues or Issue Description

Refs #15625, #17000, #17094, #17106, and #17129.

**Current behavior**

The repository has module ownership and runtime dependency rules, but no
explicit review requirement against new idle polling. A new duty in a
heartbeat tick can undo the benefits of previous worker migrations.

**Proposed behavior**

Require events for changed state, transaction-aware signals for
database-produced work, and shared scheduling for real deadlines. Reject
recurring empty scans, including scans disguised as scheduler callbacks.
Review narrow polling exceptions against concrete obligations and sleep
impact.

**Reason and benefit**

Make sleep-aware design a default review expectation. Preserve delivery,
ambiguous-commit recovery, drain/resume, and external wake correctness
while preventing new permanent idle traffic. Existing unrelated polling
stays outside the requested change.

## What Changed

- Add rules/sleep-aware-background-work.mdc for server, database,
adapter, plugin, and runner background paths, including
server/src/index.ts.
- Require concrete triggers, pending-work predicates, quiet conditions,
actual deadlines, and lifecycle evidence.
- Describe narrow exceptions for active operations and external sources,
with required scope, stop conditions, and sleep limitations.
- Distinguish in-process scheduling from durable Cloud wake coverage.
- Register the matching scopes in .greptile/files.json and link the rule
from rules/README.md.
- Reuse the existing module-boundary rule for ownership instead of
duplicating provider policy.

## Verification

- Passed: JSON parsing, required rule metadata, exact parity between
frontmatter globs and Greptile scopes, and all repository links.
- Passed: 15 representative path matches, including server startup,
nested service workers, producer routes, tests, database signals,
adapters, plugins, and both runner source trees. UI, CLI, docs, and
workflow paths remain outside this rule's glob scope.
- Passed: git diff --check.
- Manually checked contrasting review cases: reject a new empty queue
interval; reject an always-rescheduled empty scan; allow an actual retry
deadline; allow a bounded active readiness probe with lifecycle cleanup;
leave untouched legacy loops alone; reject sleep approval based only on
an internal timer.
- No runtime code changed. Application builds and tests were not rerun
for this rules-only change. This validates rule structure and intended
interpretation, not future reviewer compliance or deployed sleep.
- Greptile: 5/5 on 0b95bbd38a, with no
findings or unresolved threads. Full hosted CI passed on the same head:
https://github.com/paperclipai/paperclip/actions/runs/39664730299.
- An additional audit of existing rule scopes initially assumed all YAML
glob strings were quoted. The audit was corrected to accept the existing
unquoted form; all rule-to-manifest mappings then passed without changes
to those rules.

## Risks

- Broad source globs can surface the rule on unrelated edits. Its body
limits enforcement to new or materially changed background behavior and
explicitly excludes unrelated legacy migration demands.
- A blanket ban on every timer would reject legitimate active
operations. Narrow exceptions require evidence and do not exempt
permanent empty scans.
- Greptile and agent rule loading provide review guidance, not a
mechanical proof that no polling exists. No regex timer ban or new
runtime behavior is introduced.

## Model Used

OpenAI GPT-6 through Codex with reasoning, source and session
inspection, editing, and structural validation. 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 15:11:42 -05:00
DottaandPaperclip 14afc12124 docs: define module ownership and shared change review (#17087)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Coding agents extend connectors and shared control-plane services.
> - Provider details can leak into shared services during these changes.
> - Moving code into a new file does not explain why shared behavior
must change.
> - This pull request adds module ownership and shared-change review
rules.
> - The rules help agents justify the change before implementation and
review.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

Repository architecture rules and the connector authoring playbook.

**What's wrong?**

Subsystem rules describe some ownership boundaries. The repository lacks
a general rule for deciding which behavior belongs in a feature module,
what shared contracts must change, and how to review the resulting
scope. An integration can therefore add provider-specific logic to
shared code or bundle large platform changes into one connector PR.

**Suggested fix**

Add a repository-wide rule and load it in Greptile. Apply the rule
during connector planning and PR preparation. Keep provider protocol
behavior with its owner. Require a reason for shared changes and checks
through affected consumers.

Related public context: [Notebook connector PR
#16984](https://github.com/paperclipai/paperclip/pull/16984). This PR
changes instructions only.

## What Changed

- Add a concise module-boundary rule for ownership, narrow contracts,
shared controls, delivery scope, and verification.
- Register the rule as repository-wide Greptile context.
- Add planning and PR review steps to the connector playbook. Keep tests
and docs with their behavior.

## Verification

- Passed rule frontmatter, Greptile registration, referenced-file, and
playbook-link checks.
- Passed `git diff --check origin/master...HEAD`.
- Reviewed the rule against the relevant connector failure and allowed
cases: small dispatch branches, one-consumer shared capabilities, and
unrelated fixes.
- Fresh Greptile and Paperclip reviews both scored commit
`759572fe503e1b6dfa9527f53de6c326a2c3bff6` 5/5. No actionable findings
or unresolved review threads remain.
- Final current-commit GitHub checks: 55 successful, 1 neutral, and 2
skipped; no pending or failed checks. Both required `ci / verify` and
`ci / e2e` gates passed.
- Initial CI attempt: the build and runtime boot smoke test passed. The
spot runner received a shutdown signal during the clean public npm
install check, canceling that step and failing the build job.
[Interrupted job
log](https://github.com/paperclipai/paperclip/actions/runs/39601811838/job/119228042468).
Retried failed jobs once. Attempt 2 passed the complete build, runtime
boot, and clean-install verification. The initial runner interruption
remains recorded here.
- Full local application checks are unavailable: this checkout has no
workspace dependencies, and `pnpm -r typecheck` stopped during pnpm
bootstrap because registry fetches failed and the requested pnpm version
could not be verified. Local application tests and build were not run.
GitHub checks must pass before merge.

## Risks

- The rule could cause unnecessary abstractions or extra PRs if applied
mechanically. It permits small dispatch branches and useful capabilities
with one consumer. It rejects arbitrary file counts and unrelated
restructuring.
- Prose and metadata checks do not prove that future agents will follow
the rule. Hosted review receives it when this branch is reviewed.

## Model Used

- OpenAI Codex: `gpt-6-astra` authored the guidance; `gpt-6.1-sol`
prepared delivery. Both used reasoning, filesystem tools, and GitHub
tooling. Context window size was not recorded in the available model
settings.

## 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 documentation and
metadata validation; application checks unavailable as stated above)
- [x] I have added or updated tests where applicable (no runtime change;
targeted structural checks cover the changed instructions)
- [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 08:13:16 -05:00
DottaandPaperclip 13e5128164 docs: preserve runtime and verification lessons (#16379)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its control plane shares execution capacity across requests and
agent orchestration.
> - A dependency can return a small value while doing slow or repeated
work underneath.
> - Tests can check that value while mocks hide the behavior that
affects other work.
> - A later passing retry can also leave an earlier material failure
unexplained.
> - This pull request records general rules for dependency work,
verification, and acceptance.
> - The benefit is a durable review habit that applies beyond the runner
incident.

## Linked Issues or Issue Description

Refs #15683. Refs #16335.

The staging runner incident exposed a gap in how we establish the
operational cost of a dependency call. The original platform check read
a small field from a process report. The call could block shared
execution, and value-focused mocks did not exercise that behavior. The
fix replaced that probe with bounded asynchronous work. This proposal
addresses the reasoning and evidence gap, without assigning blame or
prescribing one API or timeout for future work.

The acceptance guidance also preserves material failures after a retry
passes. It does not assert that every earlier test failure had the same
cause as this incident.

Related proposal checked: #14275 covers release sign-off templates. This
PR covers implementation assumptions and verification evidence.

## What Changed

- Add a scoped rule for dependency work in server, adapter, and runner
execution paths. Cover blocking, repetition, cost growth, cancellation,
and the effect on unrelated work.
- Require evidence that can disprove the consequential assumption
introduced by a change. Identify behavior removed by mocks and exercise
the relevant boundary.
- Register the rule in the Greptile manifest with matching path scope.
Existing `AGENTS.md` instructions route coding agents to matching rules.
- Add failure preservation to the verification skill. Link it from the
repository-wide PR review rule. Keep recovery and resolution distinct.
- Include examples and exceptions so cosmetic edits and ordinary pure
transformations do not acquire unnecessary test requirements.

## Verification

- Passed `git diff --check` and the repository PR template and
duplicate-search validators.
- Passed a local Python structural check: manifest JSON parses; rule
globs and Greptile scopes match; seven representative runtime paths
match; five unrelated paths do not; the evidence link and heading
resolve; existing agent and reviewer loading instructions are present.
- Manually applied the rule to a network-filesystem configuration
getter, a repeated remote permission check, and an already-loaded map
lookup. The first two need evidence about their new dependency risk. The
last does not require fault testing by default.
- Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. The
installed pnpm launcher could not fetch registry data to verify the
requested pnpm version. Using the cached project version reached
typecheck, which failed because workspace dependencies are absent
(`@types/node` missing). Tests and build remain unverified locally.
- Greptile reviewed commit `e56d1ec70f3ebffe697b35cc637975b8d8198681` at
5/5 with no unresolved review threads. CI is still running. These
structural checks establish instruction wiring, not future compliance by
an agent or reviewer.

## Risks

- The main risk is adding ceremony to low-risk edits. The rule limits
requests to concrete risks introduced by changed behavior and explicitly
exempts unrelated work.
- Instructions depend on contributors and reviewers reading and applying
them. This change adds no automated runtime regression gate.
- No application behavior, schema, dependency, lockfile, or workflow
changes.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID, context window,
and configured reasoning effort are not exposed in this session. Used
reasoning, repository inspection, shell tools, and patch editing.

## 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 available in this session)
- [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 (guidance-only
change; structural validation described above)
- [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
- [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>
2026-10-15 06:21:39 -05:00
Nicky LeachandPaperclip c4e80ccdc8 chore(db): prune obsolete migration snapshots and document retention (#16194)
## Thinking Path

> - Paperclip uses versioned PostgreSQL migrations to preserve
application data.
> - Drizzle uses schema snapshots to generate future migrations.
> - The database package already prunes snapshots to the five newest
files.
> - PR #15749 added three snapshots but left eight in the resulting
tree.
> - This PR removes the three excess files and documents the retention
requirements.
> - Coding agents and Greptile receive the same scoped rule for future
migration changes.

## Linked Issues or Issue Description

Refs #15749. Related: #16191 includes overlapping snapshot cleanup with
its new migration. This PR isolates the existing excess and the
repository rule; it has no dependency on that feature.

**What happened?**

The migration metadata directory contains snapshots 0331–0338. The
existing pruning script retains only the newest five, but the older
three were left in master.

**Expected behavior**

Keep snapshots 0334–0338. Commit snapshot pruning alongside additions
and recheck the combined tree after rebases or merges. Preserve all SQL
migrations and journal entries.

**Steps to reproduce**

At master commit e3029c632, list
`packages/db/src/migrations/meta/*_snapshot.json`. There are eight
files. Run `pnpm --filter @paperclipai/db prune:snapshots`; snapshots
0331–0333 are removed.

**Paperclip version or commit**

e3029c632. Repository maintenance; deployment mode is not applicable.

## What Changed

- Remove snapshots 0331–0333 using the existing pruning script.
- Add `rules/database-migration-snapshots.mdc` with retention,
generation, rebase, preservation, and review requirements.
- Register the rule in `.greptile/files.json` with matching scope
patterns.

## Verification

- Existing `prune:snapshots` script completed successfully via `npm run
--prefix packages/db prune:snapshots`.
- Existing migration numbering and safety checks passed, run with the
available tsx loader. Safety reported only baseline-covered historical
findings.
- A local assertion check confirmed exactly snapshots 0334–0338 remain,
with retained snapshots and journal byte-for-byte equal to the base. SQL
migrations are unchanged.
- A local assertion check verified that rule globs equal the Greptile
scope, all manifest paths exist, representative migration/schema files
match, and unrelated server/UI files do not match.
- `node scripts/check-maps.mjs` and `git diff --check` passed.
- Full application typecheck, test suite, and build were not run for
this metadata and review-rule-only change. No runtime code, schema, SQL,
or dependencies changed.

## Risks

Low risk. The five newest schema snapshots remain unchanged. Database
migration history is preserved. The rule supplies agent and review
guidance; it does not add a new CI enforcement gate. Recheck retention
if another migration merges first.

## Model Used

OpenAI GPT-6 via Codex, with reasoning and shell/file tools. The exact
runtime model ID and context-window size are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-10-13 09:08:04 -07:00
DottaandPaperclip 9cb3e157b3 docs: keep routine product work in the harness (#16193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runtime and server handle routine execution and recovery.
> - Product flows can expose internal steps that the system can handle
safely.
> - Users then have to operate infrastructure to achieve their original
goal.
> - This pull request adds a short rule that assigns this work to the
harness.
> - The benefit is a calm product experience with useful details and
real choices.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

`rules/` and the repository review configuration.

**What's wrong?**

The repository has no shared product rule for harness responsibility and
useful user-facing detail. Recovery can become a user checklist even
when the system knows the next safe step. Related implementation:
#15824.

**Suggested fix**

Require the harness to perform routine work within its existing
authority. Require visible controls and details to serve a real decision
or useful outcome. Keep progress truthful and apply the rule to changed
flows.

## What Changed

- Add the short product rule in
`rules/product-harness-responsibility.mdc`.
- Register it as a repository-wide review rule in
`.greptile/files.json`.
- Link the rule from `rules/README.md`.

## Verification

- `git diff --check origin/master...HEAD` passed.
- Node assertions passed for rule frontmatter, unique reviewer
registration, repository-wide scope, all registered file paths and the
README link.
- The diff contains only three rule/documentation files. No application
behavior changes. Application typecheck, tests and build were not run
for this documentation change.
- Review the rule's scope and read its four product requirements and
review criterion. All applicable CI checks passed on head `89803a6cd7`.
Greptile gave 5/5 with no unresolved findings.

## Risks

The rule affects future product design and review. It applies to changed
flows and does not require unrelated redesigns. Existing permissions,
approvals and runtime safeguards remain in force. No migration or
deployment is required.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, tool use and code
execution. The exact serving model ID and context-window size were not
exposed in this session. The user edited and approved the final short
rule.

## 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 10:50:03 -05:00
DottaandPaperclip e67db42dc9 docs: define heartbeat execution design principles (#16190)
## Thinking Path

> - Paperclip coordinates AI agents and their work.
> - Heartbeat controls when that work starts, who owns execution, and
how it settles.
> - The extracted modules need shared architectural guidance as they
evolve.
> - Rules should protect those boundaries without freezing the current
implementation.
> - This PR adds scoped heartbeat principles for contributors and
reviewers.
> - The rule helps future changes preserve execution authority and
recoverable work.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

The heartbeat service has a module map but no scoped architectural rule
under `rules/`.

**What's wrong?**

Changes span admission, execution, completion, and recovery. Reviewers
need shared principles for authority, ownership, and settlement across
these boundaries.

**Suggested fix**

Add a concise heartbeat rule, route contributors to it from `AGENTS.md`,
and register the same scope for Greptile. Keep implementation details in
the code and existing developer documentation.

Related: #16172 established scoped repository rules. #15984 completed
the latest heartbeat extraction. Searches found no duplicate
heartbeat-guidelines PR.

## What Changed

- Add `rules/heartbeat-execution-boundaries.mdc` with a folder guide, a
concise map of existing module responsibilities, and six design
principles.
- Keep `heartbeat.ts` focused on coordination: extend an existing owner
or extract cohesive modules when new behavior would substantially grow
it, with tests and explicit contracts.
- Cover current execution authority, explicit ownership, distinct
completion obligations, recovery intent, durable state, and visible
uncertainty.
- Register matching paths in `.greptile/files.json` and link the rule
from `AGENTS.md` and `doc/DEVELOPING.md`.
- Include behavioral review criteria and flag substantial coordinator
growth or mixed responsibilities while allowing justified cohesion and
ordering exceptions.

## Verification

- Parsed the rule YAML and Greptile JSON. Confirmed that the rule globs
exactly match the Greptile scope.
- Checked 14 positive and negative scope cases with Node's
`path.matchesGlob`, including nested heartbeat modules, sibling
services, regression tests, and unrelated paths.
- Verified local links and heading anchors, including the existing
heartbeat module map, and confirmed all 20 named modules exist. Reviewed
their responsibility descriptions against the current code and developer
documentation.
- `git diff origin/master --check` passed after rebasing onto current
master.
- Reviewed the principles against the current heartbeat code and tests.
The diff changes four documentation and review-configuration files.
- Application typecheck, runtime tests, and build were not run locally.
This worktree has no installed dependencies. CI and review status are
tracked below.

- CI passed on `a17f5a2cc82b7bb7e4629d4a2d9e3a766e27c5c0`: 55 successful
checks, two skipped, no failures or pending checks. This includes
typecheck, build, server/runner tests, and browser tests.
- Greptile reviewed the same commit at 5/5 with no findings or
unresolved review threads.

## Risks

The rule can influence later implementation and review decisions. It
applies to changed heartbeat behavior and permits justified contract
changes with tests. The scoped globs exclude unrelated subsystems. This
PR does not change application behavior. Hosted loading of the new rule
has not been demonstrated by the local configuration checks.

## Model Used

OpenAI GPT-6 Astra (`gpt-6-astra`) via Codex, with repository
inspection, file editing, and command execution. The context-window size
was not exposed to this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (scoped rule/configuration
checks described above)
- [x] I have added or updated tests where applicable
(documentation/configuration validation; no runtime changes)
- [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 10:48:17 -05:00
DottaandPaperclip 7ac0354b51 docs: track chat channel rules and Greptile configuration (#16172)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat channels connect shared task workflows to several platforms.
> - Recent refactors moved platform behavior into named channel folders.
> - Authors and reviewers need a durable rule that preserves these
boundaries.
> - Review settings also need version control and an explicit source of
rules.
> - This pull request adds scoped MDC rules and a staged migration of
supported Greptile settings into Git.

## Linked Issues or Issue Description

**Issue type**

Missing documentation and versioned review configuration.

**Where is the issue?**

Root contributor instructions, chat channel architecture guidance, and
Greptile configuration for this repository.

**What's wrong?**

The channel folder boundary is established in the refactor but has no
focused rule for future changes. Greptile settings and custom context
are maintained in the dashboard.

**Suggested fix**

Keep canonical rule bodies under `rules/`. Route coding agents through
`AGENTS.md` and load matching rules through `.greptile/files.json`.
Preserve supported review settings in `.greptile/config.json` and
document the remaining dashboard controls.

Related work: #15823 and #16080. A search for related rule PRs found no
duplicate configuration change.

## What Changed

- Add `rules/chat-channel-platform-boundaries.mdc`. Its scope covers
`server/src/services/chat-channels/**` and the sibling
`chat-channels.ts` entry point.
- Define provider folder ownership, shared workflow boundaries, typed
dependencies, behavior-preserving extraction, and dispatch exceptions.
- Add rule-loading instructions to root `AGENTS.md` and
`.greptile/rules.md`.
- Add explicit, scoped context references in `.greptile/files.json`.
- Record observed review triggers, the Dependabot exclusion, Base tier,
High strictness, summary options, fix prompts, status checks, and
disabled auto-approval in `.greptile/config.json`.
- Move existing PR-description, source-file growth, and
repository-specific screenshot guidance into
`rules/pull-request-review.mdc`.
- Document supported settings, remaining dashboard controls, and the
staged cutover. The dashboard was inspected read-only; no settings or
saved rules were changed.

## Verification

- Parse both MDC headers with Ruby `YAML.safe_load`: passed.
- Parse both Greptile JSON files and verify documented field types and
observed values: passed.
- Verify all four context references resolve to repository files:
passed.
- Compare scoped MDC globs with the corresponding Greptile scope:
passed.
- Check ten positive and negative scope cases with Node
`path.matchesGlob`: passed. Includes the service entry point, nested
provider files, and unrelated runner, connection, and UI paths.
- Verify the scope covers all 101 tracked chat-channel files: passed.
- `git diff --check`: passed.
- Application typecheck, `pnpm test:run`, and build were not run
locally. This change contains only guidance and reviewer configuration,
and this worktree has no installed application dependencies. No runtime
behavior or application tests changed.
- Greptile reviewed commit `32647dfd001289a297b9d43c381371da8575df38`:
5/5, eight files reviewed, zero comments. Hosted CI is still running.

## Risks

- Instructions depend on agent and reviewer compliance; these files are
not deterministic lint rules.
- The new MDC directory is explicitly routed through `AGENTS.md` and
Greptile. Cursor does not automatically discover arbitrary `rules/`
directories.
- This preserves the observed High strictness setting, which the
dashboard says omits P2 comments. It does not change that review policy.
- Dashboard instructions and custom rules remain additive. Their copies
were not disabled during read-only inspection. The repository-specific
no-screenshot rule explicitly takes precedence over the conflicting
older organization instruction.
- Draft review, the required 5/5 status threshold, image badges, and
other controls without documented config equivalents remain in the
dashboard. See `.greptile/README.md` for the inventory and cutover
limitations.

## Model Used

OpenAI Codex based on GPT-6. The exact runtime model ID and
context-window size are not exposed in this session. Used reasoning,
repository inspection, shell validation, official documentation, and
read-only browser inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (configuration parsing and
scope checks described above; application suites were not run)
- [x] I have added or updated tests where applicable (no runtime change;
checked configuration directly)
- [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
- [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 08:59:27 -05:00