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1b4c803816 |
fix(costs): preserve usage attribution and explain unavailable run costs (#15948)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The cost ledger records usage and controls agent budgets. > - Some runs lose the selected model or API billing category before their usage reaches the ledger. > - The dashboard reports missing costs but does not identify the affected runs or the available actions. > - This pull request preserves usage attribution and adds a compact view of cost gaps grouped by agent. > - Operators can inspect runs, open agent settings, and record saved costs without starting new agent work. ## Linked Issues or Issue Description Refs #15634, #11938, #15879. This follows the merged subscription reporting in #15634. The older proposal in #11938 addresses part of ACP model attribution. This change also rejects conflicting models across a turn, fixes credential-backed billing capture, and explains cost gaps in the existing dashboard. The Pi receipt recovery work in #15879 covers a separate adapter recovery path. This PR preserves unresolved receipts and does not recover provider usage or reprice past entries. **What happened?** ACP results use the requested model even when the runtime selects a model. Native and OpenCode API runs can report unknown billing despite a matching API credential. The dashboard shows notices without links to the affected runs. These gaps make API and subscription totals harder to interpret. **Expected behavior** Record the model selected by the runtime. Identify API billing only from a matching credential. Keep costs unresolved when reliable usage or pricing is absent. Show the affected agents and runs. Offer an accounting retry only when saved evidence is ready. **Steps to reproduce** 1. Run an ACP agent with its model left unset, or use a matching API credential with a native or OpenCode agent. 2. Inspect the recorded model and billing category for the run. 3. Open Costs Overview for a period with unpriced usage or terminal runs awaiting receipts. 4. Inspect the notice and try to find the affected run or the relevant agent settings. **Paperclip version or commit** Current master at `657e71584a0`. The patch is rebased on that commit. **Deployment mode** Self-hosted server and local development. The cost detail tests use a disposable PostgreSQL database. ## What Changed - Preserve the runtime-selected ACP model in checkpoints and final results. Conflicting models across one turn remain unpriced. - Share credential-backed API billing checks across native and OpenCode results. Keep unknown billing when the provider and credential do not match. - Add company-scoped cost detail and accounting retry endpoints. Board viewers can read details but cannot retry. Agents and foreign companies are denied. - Limit each detail category to 25 entries. Use one consistent database snapshot and sparse indexes matching the filters and sort order. Add the unknown-billing count to the existing summary query. - Replace the notice with an expandable count line. Group entries alphabetically by agent. Show the saved blob icon, link each name to configuration, and put run and retry links beside the date. - Preserve estimate and unavailable-price labels on Providers and Billers; keep retry confirmation after the resolved notice disappears. - Fetch details only while expanded. Retain the last loaded details after a refresh error. Retry saved accounting only; do not rerun the agent. - Add capture, database, authorization, UI, and Storybook coverage. Update the implementation contract and cost reporting guide. ## Verification - `pnpm -r typecheck` passed after rebase. - `pnpm build` and `pnpm build-storybook` passed after rebase. - `pnpm check:token-gates` and `git diff --check` passed. - 1,086 focused tests passed across 17 files. These cover ACP, native and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI, Costs UI, and existing accounting regressions. - Desktop and mobile browser checks passed during UI review. They cover lazy expansion, alphabetical groups, loaded blob icons, configuration and run links, keyboard retry, and layout overflow. - `pnpm test:run` was attempted with command-scoped `init.defaultBranch=master` for Git fixtures. It was stopped after a native session recovery failure reproduced on unchanged base `657e71584a0` (`archives a damaged prior epoch before completing guarded same-task replacement with real runnerd`). An MCP upload case failed in the broad run but passed in isolation on both the base and PR branch. These local limitations do not affect the 1,086 passing focused tests. - Current-head CI is green, including all unit test lanes, serialized server suites, runner checks, typecheck, build, policy, and eight browser shards. Apex re-review is 5/5 on `56de60effdb`; all four original findings are addressed and every review thread is resolved. - PostgreSQL applies migration `0333` in the integration fixtures. EXPLAIN ANALYZE on the production detail statements uses the new sparse indexes behind 5,000 healthy records in each table. - Ten provider/biller card cases cover missing and estimated prices; the retry test covers row removal and notice unmount. A live Storybook browser check verifies the confirmation and updated count. - Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality Details** to inspect the production page with representative fixtures. ## Risks - Model and billing metadata change for future runs. Estimates still require complete usage and a supported price. No past cost amount is rewritten. - A missing final receipt remains unresolved for budget checks. The display changes after fifteen minutes; that time limit never authorizes settlement. - Accounting retry is a write action. It retains the existing company checks, receipt fences, idempotency, and audit logging. - Detail reads are bounded and run only after expansion. They poll every 30 seconds while open. No provider probe or new summary query is added. - Migration `0333` adds two partial indexes; it changes no stored cost amounts or table columns. Index creation scans the existing tables and may briefly block writes during deployment. No lockfile or workflow change is included. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code editing, browser checks, and test execution. The exact serving model ID, reasoning setting, and context window were 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 - [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: Codex <noreply@openai.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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98e3cec78e |
feat(costs): report monthly subscriptions beside API spend (#15634)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Costs page reports API charges and subscription token usage. > - Subscription runs do not show the recurring fee paid for the account. > - Several agents can share one paid seat, so a fee per agent would overstate cost. > - This pull request identifies connected subscription accounts and reports each monthly fee once. > - Users can compare API spend and subscription costs, see uncertainty, and enter their actual price. ## Linked Issues or Issue Description Refs #498 and #3406 for related subscription reporting needs. This change does not add subscription budget enforcement or automatic optimization. Related prior approaches: #10544 and #11104 proposed API-equivalent token costs for subscription work. This PR reports recurring account fees separately from usage charges and budgets. A search found no open PR for monthly account fee reporting. **Subsystem affected** Costs, managed AI connections, shared contracts, database schema, and board UI. **Problem or motivation** An organization can pay for subscriptions even when included runs record no additional dollar charge. The Costs page cannot show that monthly commitment or distinguish a shared paid seat from several separate seats. **Proposed solution** Discover account identity from the managed connection selected for a run. Use exact known plans for labeled monthly list-price estimates. Keep ambiguous plans and unconfirmed identities unpriced until the user supplies a price. Sum current monthly fees separately from date-filtered API charges and token usage. **Alternatives considered** A fee per agent double-counts shared accounts. Token-based API price estimates do not measure the recurring subscription fee. Provider invoices would be more exact but are not available through these account credentials. **Roadmap alignment** Extends the shipped Better Budgeting and Personal & Shared AI Accounts capabilities. The feature and UI were reviewed with the maintainer before this PR. ## What Changed - Add company-scoped subscription accounts, connection bindings, and immutable price revisions in replay-safe migration 0322. - Identify OpenAI workspace/seat and Claude organization/account pairs only after provider authentication. Keep provisional records grant-scoped; unchecked ID-token claims cannot combine accounts or grant billing editors. Keep credentials and raw provider identities out of reports. - Attach the selected subscription to new run receipts. Resolve duplicate aliases without rewriting old monetary receipts. - Add cached background discovery with four provider checks and twenty discovery requests at a time. Accepted requests wait for capacity; excess requests receive HTTP 429 and a UI retry action. Preserve saved prices and observations when a provider check fails. Dashboard polls load current prices only; audit revisions stay in the database. - Support owner-controlled monthly or annual prices, fractional-cent precision, separate currency totals, tracking status, and duplicate linking. Preserve both personal owners and shared-account managers when discovery finds the same paid seat. - Show API spend beside monthly subscription commitment, with separate token totals and clear estimate labels. Account details and fee totals follow billing-owner/shared-audience visibility; company-wide token totals remain available to cost readers. - Use consistent amount and estimate badge formatting for agent, user, project, and model rows. - Add real PostgreSQL tests, route authorization tests, UI tests, interactive Storybook fixtures, and operator documentation. ## Verification - Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53 checks, with two checks skipped. This includes the full test matrix, browser tests, build, typecheck, migration policy, canary packaging, and security checks. - Greptile Apex reviewed that exact head at 5/5 with no unresolved findings. - Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, migration safety checks, and `git diff --check` passed. - All 238 focused tests passed across accounting, subscription persistence, authorization, UI, migration replay, and snapshot drift. - The expanded local chat suite passed 1,149 tests. Two cases failed because this workspace found an unrelated ancestor skill directory; both passed unchanged in an isolated checkout. The full local Vitest command was not repeated after the rebase because of this environment issue. CI covered the complete test matrix on the final head. - Migration `0322_reflective_kree.sql` follows master's `0321_acoustic_human_fly.sql`. Its snapshot and journal were regenerated. Master's migration and snapshot are unchanged. The subscription SQL retains its original content and hash. - Disposable PostgreSQL upgrade fixtures applied master's added lifecycle and Slack migrations without changing saved subscription prices or cost receipts. The renamed subscription migration was recognized by hash, retained one history row, and a second migration run was a no-op. - Regression tests cover provider capacity, fractional-cent edits, billing visibility after grant revocation, and fixed-price/credit/unknown usage. The new UI billing-label tests fail against the old wording and pass with the fix. - Browser checks passed for desktop and mobile layouts, shared-account totals, annual price edits, unknown prices, and stale provider data. - A live OpenAI account probe returned HTTP 200 and a verified Pro account identity. The generic Pro plan correctly remains unpriced. - Live Claude discovery identified Max 20x and a $200/month estimate. Two real Claude agent runs were attributed to that same account, with two usage receipts, two agents, one monthly fee, and zero additional usage charges. Two OpenAI connections also deduplicated to one account. - Live Codex execution is not verified: both Paperclip's managed hello test and a direct host `codex exec` fail with a workspace-routing authentication error. The current credential passes the usage API probe. This is separate from the successful account-discovery check. - A local performance fixture with 50,000 usage events and 5,001 saved price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms maximum over ten warmed runs. PostgreSQL used the subscription/revision index to read one current price row. These are local measurements, not a production latency guarantee. - [Desktop, account details, and mobile screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/) show the production Costs page with synthetic Storybook fixtures. - To inspect the UI, run `pnpm storybook` and open **Costs / Subscriptions**. Edits there change fixture data only. ## Risks - Provider plan identifiers can change. Unknown plans remain unpriced. Automatic prices are estimates before tax; discounts and negotiated prices require a user-supplied amount. - Subscription fees describe the current monthly commitment. They do not follow the selected usage date range and do not consume agent budgets or create finance events. - Monthly fees cover only accounts visible to the viewer; company-wide token totals retain their existing scope. - Legacy or unmanaged usage can remain unattributed. Unconfirmed identities require manual prices and may need explicit duplicate linking after credential changes. - Disconnecting a connection does not prove provider billing stopped. Users must end or exclude tracking explicitly. - Migration 0322 adds tables, a nullable cost-event column, and an index. It is replay-safe, but normal migration locks still apply. ## Model Used OpenAI Codex, based on GPT-6. This session did not expose a more specific backend model ID or context-window size. Capabilities used: code editing, shell execution, database tests, and browser 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> |
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799e4d556f |
fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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892b0b3606 |
fix: scope quota reports to authorized subscription accounts (#14994)
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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7f2ed0ad90 |
security(server): close cross-tenant existence oracle (404 instead of 403) (#3967)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - In a multi-tenant deployment, route handlers that take a resource id (`issue`, `goal`, `project`, `approval`, etc.) look the resource up by id and then call `assertCompanyAccess` on its `companyId` — 404 if it doesn't exist, 403 if it exists in another tenant > - The split status codes are a classic *existence oracle*: any authenticated user can enumerate ids across tenants by probing for the 403/404 boundary, mapping out which issues, labels, approvals, etc. exist in other customers' tenants even when they cannot read the contents > - The right fix is a single uniform 404 for both "not found" and "found but cross-tenant", which collapses the oracle but still preserves write-path checks (active membership, viewer-readonly) for *authorized* tenants > - This pull request adds a non-throwing `hasCompanyAccess(req, companyId)` helper plus a `getAccessibleResource` wrapper that ~130 handlers across 14 route files now use, folding the access check into the existence check while still running `assertCompanyAccess` for authorized tenants so viewer-readonly / inactive-membership rejections fire unchanged on write paths > - The benefit is closing a multi-tenant information leak without breaking write-path security or single-tenant local-first behavior ## Linked Issues or Issue Description Refs #709 — asks for company-scope regression coverage across approval/activity/access routes, because a subtle route refactor could leak cross-tenant data; this PR hardens exactly those surfaces (uniform 404 across 14 route files including `approvals`, `activity`, `secrets`) and updates cross-tenant expectations in test files. It does not add the full coverage matrix #709 asks for — hence Refs, not Closes. No existing issue covers the oracle itself — described in-PR: - Route handlers returned 404 for "not found" but 403 for "exists in another tenant", a classic *existence oracle*: any authenticated user could enumerate ids across tenants by probing the 403/404 boundary. - That maps out which issues, labels, approvals, etc. exist in other customers' tenants even when their contents are unreadable. - Fix: a uniform 404 for both cases, while keeping write-path checks (active membership, viewer-readonly) for authorized tenants. ## What Changed - **`server/src/routes/authz.ts`** — new `hasCompanyAccess(req, companyId): boolean` helper alongside the existing `assertCompanyAccess`. Docstring spells out the two-step pattern (404 gate, then `assertCompanyAccess` for write-path checks). The helper mirrors `assertCompanyAccess`'s company-scope semantics exactly — in particular, signed-in instance admins do **not** get blanket access to companies they are not a member of (the repo's `authz-company-access` tests pin that behavior for `assertCompanyAccess`; an earlier draft of the helper accidentally widened it for reads). - **`getAccessibleResource(req, res, lookup, notFoundMessage)`** — the safe thing is now the easy thing. One helper wraps the whole pattern (uniform 404 for missing/cross-tenant, then `assertCompanyAccess` for write-path membership checks) and ~130 handlers across 14 route files use it: ```ts const goal = await getAccessibleResource(req, res, svc.getById(id), "Goal not found"); if (!goal) return; ``` Files: `activity`, `agents`, `approvals`, `assets`, `costs`, `environments`, `execution-workspaces`, `file-resources`, `goals`, `issue-tree-control`, `issues`, `projects`, `routines`, `secrets`. Handlers with bespoke not-found behavior (the legacy `200 []` contract, audit-logged denials in `file-resources`, null-returning authz helpers) compose `hasCompanyAccess` directly using the documented two-step pattern: ```ts // step 1: close the oracle (uniform 404 for both not-found and cross-tenant) if (!existing || !hasCompanyAccess(req, existing.companyId)) { res.status(404).json({ error: "Goal not found" }); return; } // step 2: enforce write-path membership checks for authorised tenants (no-op on GET) assertCompanyAccess(req, existing.companyId); ``` Routes where `companyId` comes from *request input* (`req.params.companyId`, `req.body.companyId`, e.g. in `companies.ts` and `plugins.ts`) deliberately retain plain `assertCompanyAccess` — there's no existence oracle to close because the companyId is an input, not a discovered value. - **Full-sweep coverage** — a scripted audit of every `assertCompanyAccess(req, <resource>.companyId)` call site in `server/src/routes/` found ~55 lookup-then-assert pairs the first pass missed; all are now gated. Notable ones: the `/secret-provider-configs/:id` CRUD routes, the agents instructions-bundle/config-revision/skills-sync routes (which check access via the `assertCanUpdateAgent` / `assertCanReadAgent` / `assertCanManageInstructionsPath` helpers), `POST /heartbeat-runs/:runId/watchdog-decisions`, `GET /issues/:id/cost-summary`, the environment + environment-lease GET routes, all six issue-tree-control routes, ~24 issue sub-resource routes (document annotations, interactions, approvals links, recovery actions, plan decompositions, lock/unlock), and the three workspace file-resource routes (these throw `notFound` instead of `forbidden` inside their audit-logging wrappers, so denied attempts are still activity-logged server-side while the client sees a uniform 404). - **Helpers made self-defending** — `assertCanUpdateAgent` / `assertCanReadAgent` / `assertCanManageInstructionsPath` (agents) and `assertCanManage{Project,Execution}WorkspaceRuntimeServices` throw `notFound` for cross-tenant resources before their `assertCompanyAccess` step, so a future caller that forgets the route-level gate still can't reopen the oracle. - **Pattern enforcement** — new `authz-existence-oracle-guard.test.ts` statically scans `server/src/routes/*.ts` and fails CI on any `assertCompanyAccess(req, <resource>.companyId)` call that is not preceded by a `hasCompanyAccess` gate, with an explicit allowlist (plus staleness check) for the request-input cases. New routes that regress to the 403/404 split fail the suite with a message pointing at the documented pattern. - **Tests** — cross-tenant expectations updated from 403→404 where routes are now gated; new `hasCompanyAccess` unit tests in `authz-company-access.test.ts` pin the instance-admin/local-implicit/agent/none semantics in lockstep with `assertCompanyAccess`; `write-path-membership.test.ts` (added in an earlier round) confirms viewer/inactive users are still rejected on writes. - **One legacy-contract preserve** — `GET /heartbeat-runs/:runId/issues` still returns `200 []` for both "doesn't exist" and "cross-tenant" so the legacy contract is preserved while the oracle stays closed. ## Verification - `pnpm run typecheck` — PASS. - `pnpm -F @paperclipai/server exec vitest run` — full server suite green locally apart from 4 pre-existing local-environment failures (`paperclip-skill-utils` ×2 and `workspace-runtime` ×1 are cwd/git-environment dependent — verified identical on a clean checkout of the base; `heartbeat-process-recovery` is the known macOS flake). - The new `authz-existence-oracle-guard` test sweeps `server/src/routes/*.ts` and confirms no remaining `assertCompanyAccess(resource.companyId)` site without a `hasCompanyAccess` gate; the only allowlisted holdouts take `companyId` from request input. ## Risks - **API contract narrowing.** Any client that specifically checked for `403` on cross-tenant access now sees `404`. This is a strict narrowing (one status instead of two for the same negative outcome) and matches what a client should expect for any id it can't access. - **Write-path checks preserved.** `assertCompanyAccess` still runs after the 404 gate on write routes, so viewer-readonly / inactive-membership rejections fire unchanged for legitimate users. - **Instance-admin scope unchanged.** `hasCompanyAccess` denies signed-in instance admins without an explicit membership, exactly like `assertCompanyAccess` (pinned by unit tests) — so the gate introduces no new read access for admins. - **Single-tenant local-first deploys** behave identically — the helper short-circuits to `true` for `local_implicit` sessions. - No new env vars, no deployment-mode switch. ## Model Used Claude Opus 4.7 (1M context), extended thinking mode; completeness sweep + instance-admin parity fix by Claude Fable 5 (1M context). ## Checklist - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] Thinking path traces from project context to this change - [x] Model used specified - [x] Checked ROADMAP.md — part of the multi-tenant hardening initiative - [x] Tests run locally and pass - [x] Added/updated cross-tenant 404 expectations across test files - [x] No UI changes - [x] Documented risks above - [x] Will address all Greptile and reviewer comments before merge Part of the multi-tenant hardening initiative — see also #5864 (per-company JWT keys) and #5865 (plugin tables `company_id`). --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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dbebf30c89 |
Add low-trust review containment (#7530)
## Thinking Path > - Paperclip is a control plane for AI-agent companies, so execution policy and trust boundaries are part of the product's safety contract. > - Low-trust review work needs narrower authority than normal same-company agents because hostile PRs, comments, attachments, and generated output can carry prompt-injection payloads. > - The current V1 shape gives trusted workers broad company context, which is useful for normal execution but too permissive for a reviewer assigned to hostile content. > - This branch adds a `low_trust_review` preset, source-trust tagging, route-level containment, and quarantine handling so low-trust output does not automatically flow into higher-trust wake context. > - The branch has been rebased onto current `origin/master`, and the low-trust migration was renumbered to `0097_low_trust_source_trust.sql` to avoid collisions with existing `0091` through `0096` migrations. > - Greptile feedback was addressed by tightening low-trust detection, preserving project-level trust policy checks, fixing issue-kind promotion lookup, removing duplicate post-lease isolation assertion, documenting fail-closed source-trust behavior, bounding ancestry checks, enforcing runtime issue context for CEOs, awaiting accepted-plan monitor authorization, and making low-trust issue source-trust tagging atomic. > - The benefit is a first production slice of deny-by-default review containment with regression coverage for the main control-plane pivot surfaces. Fixes #7531. ## What Changed - Added shared trust-policy types and validators, plus database/source-trust fields for issues, comments, documents, and work products. - Implemented server enforcement for low-trust issue scope, agent self-view redaction, secret/plugin/runtime denial paths, promotion checks, and quarantined continuation/wake context. - Added focused low-trust regression tests for resolver behavior, source trust, route authorization, heartbeat preflight ordering, runtime containment, and quarantine redaction. - Added board UI affordances for selecting/reviewing the low-trust preset and surfacing source-trust badges in relevant issue views. - Added `doc/LOW-TRUST-PRESETS.md`, updated `doc/SPEC-implementation.md`, and committed the low-trust review contract plan under `doc/plans/`. - Rebasing note: the original `0097_low_trust_source_trust.sql` migration was renamed to `0097_low_trust_source_trust.sql`; the SQL uses `ADD COLUMN IF NOT EXISTS` so users who already applied the old-numbered migration are not broken by the renumbered migration. ## Verification - Rebased branch onto current `origin/master` and force-pushed with lease to `origin/PAP-10211-low-trust-agent` at head `2719f31e3`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Resolved upstream UI/comment conflicts by preserving deleted-comment tombstone behavior and low-trust source-trust badges/metadata. - Renumbered the low-trust source-trust migration to `0097_low_trust_source_trust.sql`; the SQL uses `ADD COLUMN IF NOT EXISTS` so users who already applied an old-numbered copy are not broken. - `pnpm exec vitest run ui/src/lib/issue-chat-messages.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts` - `pnpm exec vitest run server/src/__tests__/source-trust.test.ts server/src/__tests__/workspace-runtime-service-authz.test.ts ui/src/lib/trust-policy-ui.test.ts ui/src/components/TrustPresetSection.test.tsx` - `pnpm run typecheck:build-gaps` - `git diff --check` - GitHub checks pass on head `2719f31e3`: build, typecheck/release registry, general tests, serialized server suites, e2e, canary, verify, policy/review, Socket, and Snyk. - Greptile Review passes with Confidence Score 5/5 and zero unresolved Greptile review threads. - No design screenshots/images were added because the task explicitly says not to add them unless they are specifically part of the work. ## Risks - Medium risk: this touches shared trust-policy contracts, server authorization paths, heartbeat context generation, migration metadata, and UI preset controls. - Low-trust containment is intentionally deny-by-default; legitimate future review workflows may need explicit allowlisted exceptions. - Plugin/runtime/security surfaces are broad, so regression tests cover the current known routes but future integrations must route through the same containment layer. - The PR is ready for review; GitHub checks are green and Greptile is 5/5. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell and GitHub CLI workflow. ## 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] UI changes are covered by focused tests; no screenshots were added per task instruction not to add design images unless specifically required - [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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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424e81d087 |
Improve operator workflow QoL (#5291)
## Thinking Path > - Paperclip is a control plane operators use repeatedly to supervise agent companies. > - Common operator workflows depend on fast scanning of inboxes, issue sidebars, workspaces, cost totals, and runtime services. > - Several small UI and service gaps made those workflows slower or less clear. > - This pull request groups the operator-facing QoL changes that can stand alone from recovery and adapter work. > - The benefit is a denser, clearer board experience for issue triage and workspace operation. ## What Changed - Added inbox assignee/project grouping and issue list token/runtime totals. - Improved issue properties with removable blocker chips and workspace task links. - Improved execution workspace layout, runtime controls, issues tab default, and stopped-port reuse behavior. - Added mobile markdown/routine dialog fixes, page title company names, sidebar polish, and dashboard run task label cleanup. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/lib/inbox.test.ts ui/src/components/IssueProperties.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/costs-service.test.ts` ## Risks - Medium UI risk because this touches several operator surfaces. The branch is intentionally grouped around workflow/QoL files and keeps the file count below the Greptile limit. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI tool use. ## 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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d6bee62f02 |
Fix Cloud tenant issue identifier routes (#5196)
## Summary - Allow Cloud tenant issue identifiers with alphanumeric prefixes, such as `PC1897-1`, to normalize as issue references. - Resolve those identifiers through issue detail/update routes, active run/live run polling, activity, costs, and `issueService.getById`. - Keep UI issue-link parsing aligned so tenant links normalize back to `/issues/<IDENTIFIER>`. ## Root Cause Cloud tenant issue prefixes include digits from the stack-id hash. The app-side route normalization still accepted only all-letter prefixes, so `/api/issues/PC1897-1` skipped identifier lookup and fell through as a non-UUID id. ## Verification - `pnpm exec vitest run packages/shared/src/issue-references.test.ts ui/src/lib/issue-reference.test.ts server/src/__tests__/issue-identifier-routes.test.ts server/src/__tests__/activity-routes.test.ts server/src/__tests__/costs-service.test.ts server/src/__tests__/agent-live-run-routes.test.ts server/src/__tests__/issues-service.test.ts` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck` - `git diff --check` Co-authored-by: Paperclip <noreply@paperclip.ing> |
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c4269bab59 |
Add workflow interaction cancellation and issue cost summaries (#4862)
## Thinking Path > - Paperclip coordinates work through issue-thread interactions, run history, and cost telemetry. > - Operators need workflow prompts to be cancellable and costs to be visible at the issue level. > - The earlier rollup mixed this workflow/cost work with database backups, reliability recovery, thread scaling, and settings polish. > - This pull request isolates the interaction and cost surfaces into a reviewable slice. > - The backend now supports cancelling pending question interactions and summarizing issue-tree costs. > - The UI component layer can render cancelled questions and interleave activity with run ledger rows. ## What Changed - Added `cancelled` as an issue-thread interaction status and result shape for question interactions. - Added the board-only `POST /issues/:id/interactions/:interactionId/cancel` route and service implementation. - Added issue-tree cost summary support in the cost service and `/issues/:id/cost-summary` API route. - Extended shared cost exports and UI API/query keys for issue cost summaries. - Updated `IssueThreadInteractionCard` and `IssueRunLedger` components for cancelled questions, issue cost surfaces, and activity/run interleaving. - Added focused server and component regression coverage. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/costs-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts ui/src/components/IssueRunLedger.test.tsx` - Result: 4 test files passed, 45 tests passed. - UI screenshots not included because this PR updates reusable components and API surfaces without wiring a new page-level layout. ## Risks - Adds a new interaction terminal status; clients that switch exhaustively on interaction status may need to handle `cancelled`. - Issue-tree cost summaries use recursive issue traversal and should be watched on unusually large issue trees. - Page-level issue detail wiring is intentionally left to the board QoL/issue-detail branch to keep this PR narrow. > 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-5.5, code execution and GitHub CLI tool use, medium reasoning effort. ## 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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70679a3321 |
Add sandbox environment support (#4415)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The environment/runtime layer decides where agent work executes and how the control plane reaches those runtimes. > - Today Paperclip can run locally and over SSH, but sandboxed execution needs a first-class environment model instead of one-off adapter behavior. > - We also want sandbox providers to be pluggable so the core does not hardcode every provider implementation. > - This branch adds the Sandbox environment path, the provider contract, and a deterministic fake provider plugin. > - That required synchronized changes across shared contracts, plugin SDK surfaces, server runtime orchestration, and the UI environment/workspace flows. > - The result is that sandbox execution becomes a core control-plane capability while keeping provider implementations extensible and testable. ## What Changed - Added sandbox runtime support to the environment execution path, including runtime URL discovery, sandbox execution targeting, orchestration, and heartbeat integration. - Added plugin-provider support for sandbox environments so providers can be supplied via plugins instead of hardcoded server logic. - Added the fake sandbox provider plugin with deterministic behavior suitable for local and automated testing. - Updated shared types, validators, plugin protocol definitions, and SDK helpers to carry sandbox provider and workspace-runtime contracts across package boundaries. - Updated server routes and services so companies can create sandbox environments, select them for work, and execute work through the sandbox runtime path. - Updated the UI environment and workspace surfaces to expose sandbox environment configuration and selection. - Added test coverage for sandbox runtime behavior, provider seams, environment route guards, orchestration, and the fake provider plugin. ## Verification - Ran locally before the final fixture-only scrub: - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` - Ran locally after the final scrub amend: - `pnpm vitest run server/src/__tests__/runtime-api.test.ts` - Reviewer spot checks: - create a sandbox environment backed by the fake provider plugin - run work through that environment - confirm sandbox provider execution does not inherit host secrets implicitly ## Risks - This touches shared contracts, plugin SDK plumbing, server runtime orchestration, and UI environment/workspace flows, so regressions would likely show up as cross-layer mismatches rather than isolated type errors. - Runtime URL discovery and sandbox callback selection are sensitive to host/bind configuration; if that logic is wrong, sandbox-backed callbacks may fail even when execution succeeds. - The fake provider plugin is intentionally deterministic and test-oriented; future providers may expose capability gaps that this branch does not yet cover. ## Model Used - OpenAI Codex coding agent on a GPT-5-class backend in the Paperclip/Codex harness. Exact backend model ID is not exposed in-session. Tool-assisted workflow with shell execution, file editing, git history inspection, 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] 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 |
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7a329fb8bb |
Harden API route authorization boundaries (#4122)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The REST API is the control-plane boundary for companies, agents, plugins, adapters, costs, invites, and issue mutations. > - Several routes still relied on broad board or company access checks without consistently enforcing the narrower actor, company, and active-checkout boundaries those operations require. > - That can allow agents or non-admin users to mutate sensitive resources outside the intended governance path. > - This pull request hardens the route authorization layer and adds regression coverage for the audited API surfaces. > - The benefit is tighter multi-company isolation, safer plugin and adapter administration, and stronger enforcement of active issue ownership. ## What Changed - Added route-level authorization checks for budgets, plugin administration/scoped routes, adapter management, company import/export, direct agent creation, invite test resolution, and issue mutation/write surfaces. - Enforced active checkout ownership for agent-authenticated issue mutations, while preserving explicit management overrides for permitted managers. - Restricted sensitive adapter and plugin management operations to instance-admin or properly scoped actors. - Tightened company portability and invite probing routes so agents cannot cross company boundaries. - Updated access constants and the Company Access UI copy for the new active-checkout management grant. - Added focused regression tests covering cross-company denial, agent self-mutation denial, admin-only operations, and active checkout ownership. - Rebased the branch onto `public-gh/master` and fixed validation fallout from the rebase: heartbeat-context route ordering and a company import/export e2e fixture that now opts out of direct-hire approval before using direct agent creation. - Updated onboarding and signoff e2e setup to create seed agents through `/agent-hires` plus board approval, so they remain compatible with the approval-gated new-agent default. - Addressed Greptile feedback by removing a duplicate company export API alias, avoiding N+1 reporting-chain lookups in active-checkout override checks, allowing agent mutations on unassigned `in_progress` issues, and blocking NAT64 invite-probe targets. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-goal-context-routes.test.ts cli/src/__tests__/company-import-export-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/adapter-routes-authz.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/company-portability-routes.test.ts server/src/__tests__/costs-service.test.ts server/src/__tests__/invite-test-resolution-route.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/agent-adapter-validation-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/invite-test-resolution-route.test.ts` - `pnpm -r typecheck` - `pnpm --filter server typecheck` - `pnpm --filter ui typecheck` - `pnpm build` - `pnpm test:e2e -- tests/e2e/onboarding.spec.ts tests/e2e/signoff-policy.spec.ts` - `pnpm test:e2e -- tests/e2e/signoff-policy.spec.ts` - `pnpm test:run` was also run. It failed under default full-suite parallelism with two order-dependent failures in `plugin-routes-authz.test.ts` and `routines-e2e.test.ts`; both files passed when rerun directly together with `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/routines-e2e.test.ts`. ## Risks - Medium risk: this changes authorization behavior across multiple sensitive API surfaces, so callers that depended on broad board/company access may now receive `403` or `409` until they use the correct governance path. - Direct agent creation now respects the company-level board-approval requirement; integrations that need pending hires should use `/api/companies/:companyId/agent-hires`. - Active in-progress issue mutations now require checkout ownership or an explicit management override, which may reveal workflow assumptions in older automation. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent, tool-using workflow with local shell, Git, GitHub CLI, and repository tests. ## 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 - [ ] 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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c566a9236c | fix: harden heartbeat and adapter runtime workflows | ||
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da2c15905a | fix: restore post-merge route verification | ||
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728d9729ed | Fix budget auth and monthly spend rollups | ||
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5f2c2ee0e2 | Harden budget enforcement and migration startup | ||
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76e6cc08a6 | feat(costs): add billing, quota, and budget control plane | ||
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9d21380699 |
feat(costs): add agent model breakdown, harden date validation, sync CostByProject type, fix quota threshold and tab-gated queries
- add byAgentModel endpoint and expandable per-agent model sub-rows in the spend tab - validate date range inputs with isNaN + badRequest to return HTTP 400 on bad input - move CostByProject from a local api/costs.ts definition into packages/shared types - gate providerData query on mainTab === providers, consistent with weekData/windowData/quotaData - fix byProject range filter from finishedAt to startedAt, consistent with byProvider runs query - fix WHAM used_percent threshold from <= 1 to < 1 to avoid misclassifying 1% usage as 100% - replace inline opacity style with tailwind bg-primary/85 class in ProviderQuotaCard - reset expandedAgents set when company or date range changes - sort agent model sub-rows by cost descending in ui memo |
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db20f4f46e |
fix(costs): harden company auth check, fix frozen date memo, hide empty quota rows
- add company existence check on quota-windows route to guard against sentinel and forged company IDs (was a no-op assertCompanyAccess) - fix useDateRange minuteTick memo frozen at mount; realign interval to next calendar minute boundary via setTimeout + intervalRef pattern - fix midnight timer in Costs.tsx to use stable [] dep and self-scheduling todayTimerRef to avoid StrictMode double-invoke - return null for rolling window rows with no DB data instead of rendering $0.00 / 0 tok false zeros - fix secondsToWindowLabel to handle windows >168h with actual day count instead of silently falling back to 7d - fix byProvider.get(p) non-null assertion to use ?? [] fallback |
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bc991a96b4 |
fix(costs): guard routes, fix DST ranges, sync provider state, wire live updates
- add companyAccess guard to costs route - fix effectiveProvider/activeProvider desync via sync-back useEffect - move ROLLING_WINDOWS to module level; replace IIFE with useMemo in ProviderQuotaCard - add NO_COMPANY sentinel to eliminate non-null assertions before enabled guard - fix DST-unsafe 7d/30d ranges in useDateRange (use Date constructor) - remove providerData from providerTabItems memo deps (use byProvider) - normalize used_percent 0-1 vs 0-100 ambiguity in quota-windows service - rename secondsToWindowLabel index param to fallback; pass explicit labels - add 4.33 magic number comment; fix quota window key collision - remove rounded-md from date inputs (violates --radius: 0 theme) - wire cost_event invalidation in LiveUpdatesProvider |
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f14b6e449f |
feat(usage): add subscription quota windows per provider on /usage page
reads local claude and codex auth files server-side, calls provider quota apis (anthropic oauth usage, chatgpt wham/usage), and surfaces live usedPercent per window in ProviderQuotaCard with threshold fill colors |
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94018e0239 |
feat(ui): add resource and usage dashboard (/usage route)
adds a new /usage page that lets board operators see how much each ai provider is consuming across any date window, with per-model breakdowns, rolling 5h/24h/7d burn windows, weekly budget bars, and a deficit notch when projected spend is on track to exceed the monthly budget. - new GET /companies/:id/costs/by-provider endpoint aggregates cost events by provider + model with pro-rated billing type splits from heartbeat runs - new GET /companies/:id/costs/window-spend endpoint returns rolling window spend (5h, 24h, 7d) per provider with no schema changes - QuotaBar: reusable boxed-border progress bar with green/yellow/red threshold fill colors and optional deficit notch - ProviderQuotaCard: per-provider card showing budget allocation bars, rolling windows, subscription usage, and model breakdown with token/cost share overlays - Usage page: date preset toggles (mtd, 7d, 30d, ytd, all, custom), provider tabs, 30s polling plus ws invalidation on cost_event - custom date range blocks queries until both dates are selected and treats boundaries as local-time (not utc midnight) so full days are included regardless of timezone - query key to timestamp is floored to the nearest minute to prevent cache churn on every 30s refetch tick |
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f60c1001ec |
refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and the CLI binary from `paperclip` to `paperclipai` in preparation for npm publishing. Bump CLI version to 0.1.0 and add package metadata (description, keywords, license, repository, files). Update all imports, documentation, user-facing messages, and tests accordingly. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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c09037ffad |
Implement agent hiring, approval workflows, config revisions, LLM reflection, and sidebar badges
Agent management: hire endpoint with permission gates and pending_approval status, config revision tracking with rollback, agent duplicate route, permission CRUD. Block pending_approval agents from auth, heartbeat, and assignments. Approvals: revision request/resubmit flow, approval comments CRUD, issue-approval linking, auto-wake agents on approval decisions with context snapshot. Costs: per-agent breakdown, period filtering (month/week/day/all), cost by agent list endpoint. Adapters: agentConfigurationDoc on all adapters, /llms/agent-configuration.txt reflection routes. Inject PAPERCLIP_APPROVAL_ID, PAPERCLIP_APPROVAL_STATUS, PAPERCLIP_LINKED_ISSUE_IDS into adapter environments. Sidebar badges endpoint for pending approval/inbox counts. Dashboard and company settings extensions. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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abadd469bc |
Add server routes for companies, approvals, costs, and dashboard
New routes: companies, approvals, costs, dashboard, authz. New services: companies, approvals, costs, dashboard, heartbeat, activity-log. Add auth middleware and structured error handling. Expand existing agent and issue routes with richer CRUD operations. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |