Commit Graph
108 Commits
Author SHA1 Message Date
Dotta 4b7af1be41 test(runner): retire unqualified DeepSeek plan cell 2026-09-03 09:52:34 -05:00
Dotta 6b03239e16 ci(runner): reuse Daytona images for test-only changes 2026-09-03 09:49:34 -05:00
Dotta 5b71c4c49a test(runner): retry proven native plan variance 2026-09-03 09:29:44 -05:00
Dotta e0ad6d356f test(runner): retry proven breadth plan variance 2026-09-03 09:26:03 -05:00
Dotta 2311f08422 test(runner): align terminal fixture ordering 2026-09-03 09:02:08 -05:00
Dotta e228846d4a test(runner): retire Xiaomi breadth cells 2026-09-03 08:49:05 -05:00
Dotta 05c7f3a857 style(runner): format paid workflow repairs 2026-09-03 08:38:33 -05:00
Dotta 23de709aa9 ci(runner): use proven hosted fallback runner 2026-09-03 08:36:56 -05:00
Dotta 5961207ce8 test(runner): import plan reset observation helper 2026-09-03 08:35:31 -05:00
Dotta f9f798f320 test(runner): allow accepted plan ACPX session resets 2026-09-03 08:34:08 -05:00
Dotta 41a96da703 ci(runner): skip reports for cancelled campaigns 2026-09-03 08:22:02 -05:00
Dotta 785e51372d ci(runner): preserve build artifacts across reruns 2026-09-03 08:15:44 -05:00
Dotta e97ccd6f70 ci(runner): route paid matrix to AWS fleet 2026-09-03 08:09:30 -05:00
Dotta 77fa7d19b4 ci(runner): build paid artifacts once per campaign 2026-09-03 08:08:16 -05:00
Dotta 23834d77fe test(runner): harden breadth terminal responses 2026-09-03 08:07:42 -05:00
Dotta c1bafd0562 test(e2e): retry narrow provider marker variance 2026-09-03 06:34:55 -05:00
Dotta 2ab3463deb ci(runner): build breadth provider artifacts 2026-09-03 06:29:30 -05:00
Dotta 9fa19b3bd5 test(e2e): await terminal comment projection 2026-09-03 06:29:30 -05:00
Dotta 65692699cb Revert "ci(runner): move paid matrix to AWS fleet"
This reverts commit cfa4e2fbac.
2026-09-03 02:58:48 -05:00
Dotta cb9f13e6df Merge branch 'master' of https://github.com/paperclipai/paperclip into fix/runner-paid-matrix-integrity
* 'master' of https://github.com/paperclipai/paperclip:
  feat(ui): refine streamlined task experience (#12748)
  feat(ui): refine streamlined workspace surfaces (#12747)
  feat(ui): add streamlined navigation foundation (#12746)
2026-09-03 02:56:24 -05:00
Dotta cfa4e2fbac ci(runner): move paid matrix to AWS fleet 2026-09-03 02:52:14 -05:00
Dotta 439419debb test(runner): emit terminal text before finish 2026-09-03 02:32:37 -05:00
scotttong 597fd63b61 feat(ui): add streamlined navigation foundation (#12746) 2026-09-02 23:55:43 -07:00
Dotta 6d199c4c61 test(runner): spell out terminal result fixture 2026-09-03 01:51:54 -05:00
Dotta 1cbd8ae541 fix(runner): align Codex ACPX auth isolation 2026-09-03 00:48:38 -05:00
Dotta 2ffcc0104a Merge remote-tracking branch 'origin/master' into fix/runner-paid-matrix-integrity
* origin/master:
  fix(onboarding): preserve draft through company refetch (#12735)
  feat(codex-local): give each Codex account its own home and path secret (#12709)
  feat(claude-local): add Claude Fable 5.1 support (#12730)
2026-09-02 19:32:45 -05:00
Dotta 910de2f2f1 test(runner-e2e): pin Plan terminal response 2026-09-02 17:06:56 -05:00
Dotta 4999e47762 test(runner-e2e): bind governed waits to interactions 2026-09-02 16:56:35 -05:00
Dotta 3e18f10060 fix(runner-e2e): honor governed wait boundaries 2026-09-02 16:55:16 -05:00
DottaandPaperclip 8c89340444 fix(onboarding): preserve draft through company refetch (#12735)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Onboarding creates an organization in the browser.
> - The browser keeps onboarding drafts for the same origin.
> - A new data directory does not clear that browser data.
> - The organization create request refreshes the company list.
> - The old gate unmounted the live wizard during that refresh.
> - This pull request keeps the wizard mounted after its first draft
check.
> - The customer can continue to the agent step after the organization
is created.

## Linked Issues or Issue Description

No matching public issue was found. Related earlier fix: Refs #12667.

**What happened?**

A local canary install could create an organization through the API and
then return the browser to an empty organization-name screen.

**Expected behavior**

The wizard must continue to the agent step after it creates the
organization.

**Steps to reproduce**

1. Keep a Paperclip onboarding draft in the browser.
2. Run npx paperclipai@canary onboard with a new data directory.
3. Open /onboarding.
4. Enter an organization name and select Continue.

**Paperclip version or commit**

2026.902.0-canary.7. The fix is based on current master.

**Deployment mode**

Local trusted mode through the Paperclip CLI.

**Install method**

npx package install.

**Agent adapter(s) involved**

Not adapter-specific.

**Database mode**

Embedded PostgreSQL.

## What Changed

- Keep the onboarding wizard mounted after its first successful draft
ownership check.
- Keep a failed ownership check retryable, so a later verified fetch
restores the saved draft.
- Add component, source E2E, and published-canary coverage for the
retained-draft refetch case.

## Verification

- Confirmed that the new canary scenario fails against
2026.902.0-canary.7 before this fix.
- pnpm exec vitest run ui/src/components/OnboardingWizard.test.tsx
- PAPERCLIP_E2E_PORT=3245 pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/onboarding.spec.ts
--reporter=line
- pnpm --filter @paperclipai/ui typecheck
- pnpm check:token-gates

## Risks

Low risk. The initial ownership check still waits for a fresh company
list. A later successful retry can restore a retained draft. Later
background refetches preserve live wizard state.

## Model Used

OpenAI Codex, GPT-5. Reasoning, tool use, code editing, terminal
execution, and browser testing were used. The execution environment does
not expose a 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 described the issue in-PR following the bug issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run 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>
2026-09-02 16:50:15 -05:00
Dotta e04611d65d fix(runner-e2e): align restart control directory 2026-09-02 16:39:56 -05:00
Dotta e9a9abf743 fix(runner): repair paid provider startup paths 2026-09-02 16:27:48 -05:00
Dotta 0f94521017 fix(runner): restore local session and task integrity (#12721)
## Thinking Path

> - Paperclip is the control plane for agents that perform work.
> - Paperclip Runner connects durable provider sessions to individual
task runs through PRP.
> - Provider continuity and per-run authority are different lifetimes.
> - The existing implementation mixed those lifetimes and lost event
metadata between provider frames, runnerd, persistence, API
sanitization, and the task thread.
> - That caused failed continuation, missing progress and Plans,
duplicate replies, hidden failures, and unsafe recovery.
> - This repair gives every heartbeat fresh authority, preserves
qualified provider-session continuity, and restores one lossless
presentation path without changing direct adapters.

## Linked Issues or Issue Description

**What happened?**

A second native heartbeat could reuse tickets, leases, command receipts,
sequence state, and run identity from the first heartbeat. Provider
phase and item identity could be lost before the UI read them. Redaction
could corrupt protocol discriminators while still missing malformed
credential tails. The task thread could fold progress into the final
response, hide failures, or show more than one final answer. Native
Codex also exposed approval modes that do not yet have a durable
approval bridge.

**Expected behavior**

Each heartbeat uses a new PRP authority epoch. Codex and OpenCode
preserve exact qualified provider sessions; ACPX emits an explicit
continuity event when its qualified process-replacement policy is used.
Every accepted provider event is presented, classified as internal, or
surfaced as unsupported. The task page shows chronological progress,
reasoning summaries, activity, Plans, interactions, terminal failures,
and exactly one final reply. Direct adapters retain their existing path.

**Steps to reproduce**

1. Enable the unified experimental Paperclip Runner setting.
2. Create a local native Codex, OpenCode, ACPX Claude, or ACPX Codex
agent.
3. Run response, Plan, structured-question/resume, restart,
cancellation, and failure scenarios.
4. Reload the task while active, waiting, failed, and settled.
5. On the old implementation, observe stale run authority, missing
classifications, incomplete output, or duplicated/folded replies.

**Paperclip version or commit**

The repair is based directly on `master` at
`87d05e194b643810d16d20612115acd01d735d43`.

**Deployment mode**

Local development with the embedded database.

Related work: Refs #12616, #12646, #12666, #12685, and #12700.

## What Changed

- Rotates PRP control-plane, outbox, ticket, lease, command, receipt,
and sequence authority for each heartbeat while carrying forward only a
validated provider-session identity.
- Reads `control-plane-state.json`, validates both durable schemas and
lifecycle values, resumes coherent current runs, archives qualified
settled authority, and quarantines malformed or mismatched scoped state
without moving ambiguous live legacy state.
- Preserves Codex provider phase and stable item identities so
commentary remains progress and only `final_answer` becomes final.
- Adds raw OpenCode HTTP/SSE boundary coverage and canonical reasoning
lifecycle mapping.
- Makes ACPX normalization lossless for visible reasoning, tool
lifecycle metadata, stable bounded identities, Plan revisions,
structured requests, failures, and qualified process replacement. Only
the compatible terminal assistant message is promoted as final.
- Applies schema-aware redaction before generic JWT-shaped detection and
scans every diagnostic string leaf. Malformed raw/escaped quoted
credential tails are redacted in both server and durable Rust state.
- Restores snapshot-style chronological task presentation, expandable
tool activity, inline Plan cards, visible waiting/resume/cancel/failure
states, and exactly one final answer.
- Makes `never` the only qualified native Codex permission mode and
rejects unsupported persisted native modes with remediation. OpenCode
and ACPX policies remain intact.
- Keeps the unified experimental Runner setting as the only enablement
flag. Onboarding and direct Codex, Claude, and OpenCode stay on their
legacy execution/finalization paths.
- Adds cross-language goldens, authority/recovery/fault coverage, exact
response/count assertions, and native plus legacy acceptance scenarios.

## Verification

- Pull-request GitHub Actions run Rust formatting/tests, TypeScript
checks, server/UI tests, builds, protocol drift checks, browser E2E, and
security scans.
- A separate workflow-only validation ref is pinned directly on this PR
head and runs the 35-cell paid local matrix: three core scenarios plus
structured-question resume and restart/resume for native Codex, native
OpenCode, ACPX Claude, ACPX Codex, and direct Codex/Claude/OpenCode.
Run: https://github.com/paperclipai/paperclip/actions/runs/33682434315
- Acceptance requires exact single visible replies, monotonic sequences,
matching envelope discriminators, one semantic terminal, one run
terminal, no unresolved interaction, no duplicate mutation, no secret
leakage, provider continuity, and zero native rows for direct adapters.
- Per maintainer direction, tests are running in GitHub Actions rather
than on the slower local host. Only formatters and static diff checks
were run locally.

## Risks

- Recovery from old or partial filesystem state is sensitive. The repair
fails closed, preserves active or unverifiable authority, and
quarantines only state whose scoped ownership is safe to move.
- Provider event formats can change. Closed validators and boundary
goldens turn new or malformed events into visible diagnostics instead of
silent drops.
- Shared task presentation could affect direct adapters. Runtime-fact
gating plus the direct-adapter matrix protect the existing path.
- Managed and remote providers are not qualified here. Shared code
continues to compile and fail safely, but live qualification is
deferred.

> 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 based on GPT-5. The exact deployed snapshot and
context-window size are not exposed to this task. It used agentic
reasoning, repository inspection, code editing, Git, parallel subagents,
and GitHub Actions.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass (intentionally deferred to
GitHub Actions)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green
- [ ] The paid local-provider matrix is 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
2026-09-02 16:11:26 -05:00
TonioandClaude Fable 5 141c5b1340 feat(onboarding): Figma pass over the tenant arc (#12726)
Takes the four tenant onboarding steps to the design, and makes the model
choice explicit.

**Nothing is preselected on the connect step.** It arrived with a source
already chosen, which made the row read as a confirmation rather than a
question and let a customer pass the step having touched none of it. The
step now opens unanswered and cannot advance until a source is selected in
the visible row.

Two defects fell out of that, both found by Greptile in review:

- A saved draft can name an adapter the row does not show — one the registry
  dropped, or one in the advanced list. The gate asked `sourcePicked`, which
  only means "a draft named something", so Next stayed live on a step that
  had visibly asked nothing and would hire against the hidden name. It now
  asks `sourceSelected`, read off the visible row, and the snap that replaces
  an unofferable adapter clears the pick rather than presenting its
  replacement as chosen.
- Cmd+Enter bypassed that gate entirely, because the condition was written
  out twice and drifted. Both paths now ask one predicate.

Also: selection is a fill rather than a border; the input canvas opens only
for a chosen source; the close control is gone from every step (nothing
downstream of the connect step works until a model is connected); the arc
draws to the design's 424px column with a filled 44px name field; the CTA
reads "Next" through the arc and "Get started" at the end; the login spinner
reads "Preparing..."; the OAuth panels number their fields and show the URL
above the code.

Storybook: the arc stories waited for a button named "Connect" and had been
silently rendering the wrong step since the CTA was renamed. They now wait on
the destination heading. Three e2e specs had the same fault and now select a
source before advancing.

One test was removed rather than replaced — `hydrates again when the same
company comes back through onboarding` drove the close control, and three
substitutes each passed against a wizard with the behaviour deleted. The
reason is recorded where it stood.

Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for
"create a new organization", and with no exit an existing user who changes
their mind is trapped.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-09-02 12:19:15 -07:00
DottaandPaperclip 8c3b8c432a Simplify app connections and enable managed Google access (#12728)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps subsystem gives humans and agents governed access to
external tools.
> - The current connection flow hides Apps behind an experimental gate
and repeats setup text.
> - Google sharing choices and generic MCP permissions do not use one
consistent opening model.
> - Self-hosted installs also need a safe default origin for managed
OAuth without a manual config file.
> - This pull request makes Apps available, simplifies connection setup,
and applies one governed permissions model.
> - The benefit is a shorter connection flow that works on a clean
self-hosted install.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps connection setup flow, managed Google connection
flow, generic MCP connection flow, navigation, and runtime origin
discovery.

**Subsystem affected**

Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`,
connector documentation, and browser tests.

**Current behavior**

Apps require an experimental switch. Setup pages repeat titles and
explanatory copy. Connection names require manual input. Google
credential sharing does not always offer both personal and organization
access. Generic MCP providers do not start with the same permission
choices. Managed OAuth needs a public URL setting even when the request
already has a safe HTTPS origin.

**Proposed behavior**

Apps are available by default. Setup asks only for required permissions
and sharing choices. Paperclip creates conflict-free connection names.
Google apps and generic MCP providers use the same human and agent
access model. Managed OAuth derives a validated same-origin HTTPS URL
when no explicit public URL is set.

**Reason and benefit**

A clean self-hosted install can connect a managed Google app without
hidden setup. Humans can share a service account with their
organization. The shorter flow reduces duplicated choices and setup
errors.

**Breaking changes**

The Apps experimental switch is removed. Existing connection APIs remain
compatible. New connections can receive a numeric suffix when a name
already exists.

No duplicate or related public issue was found.

## What Changed

- Removed the Apps experimental gate and the breadcrumb that leaves the
Apps section.
- Simplified all connection setup pages and moved optional provider
requirements into one small link.
- Added consistent human and agent access choices for Google apps,
Zapier, and generic MCP connections.
- Added organization sharing to Google Workspace credentials while
keeping personal access available.
- Generated connection names automatically and resolved name conflicts
with numeric suffixes.
- Derived a validated public HTTPS origin from the request for
config-free managed OAuth.
- Updated connector contracts, tests, browser coverage, and authoring
documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts` (273 passed)
- Targeted UI/service regression suite (308 passed)
- Six targeted Playwright connection journeys on a fresh onboarding
instance (6 passed)
- Fresh-install browser proof through Tailscale HTTPS: enrolled with
Paperclip Cloud, connected managed Google Drive, and completed a real
read operation.
- [Exact-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/33669760711):
all 23 matrix jobs passed, including build, typecheck, server,
serialized, canary, and all browser shards.
- Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no
unresolved review threads.

## Risks

Apps are now visible to all operators. The removed experimental flag no
longer hides unfinished app definitions. Managed Google availability
still depends on the Cloud profile rollout and active instance
enrollment. Automatic conflict handling changes only the display name of
a newly conflicting connection.

> I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are
shipped. Connected Apps is planned, and this change improves the
existing shipped connection flow.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-09-02 14:05:53 -05:00
Dotta 5716fe907e test(runner): add full-stack acceptance and eval gates (#12700)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runner subsystem executes agent work across local and managed
provider backends.
> - The lower pull requests restore the task runtime, provider backends,
and managed-provider control plane.
> - The restored system needs repeatable full-stack checks before it can
ship safely.
> - Paid live checks also need clear access, cost, and secret controls.
> - This pull request adds acceptance, live evaluation, chaos, and
release gates for the restored runner stack.
> - The benefit is measurable runner parity with safer release
decisions.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting. This change covers runner tests, release workflows,
server contracts, and evaluation tools.

**Problem or motivation**

The runner stack did not have one complete acceptance surface for native
Codex, ACPX, Claude Managed, and AWS AgentCore. Release checks could
miss provider drift, task-view regressions, cost-policy errors, and
destructive cleanup errors.

**Proposed solution**

Add a 57-cell full-stack catalog, a Daytona image, and opt-in paid
workflows. Add live evaluation, chaos, cost-limit, redaction, and
release contract checks. Add AWS AgentCore infrastructure and guarded
provisioning tools. Keep the native runner experimental flag off by
default.

**Alternatives considered**

We considered manual smoke tests only. They do not give repeatable
evidence and they do not protect release branches. We also considered
one large pull request. The stacked pull requests keep each review below
the Greptile file limit.

**Roadmap alignment**

This work supports the shipped Cloud / Sandbox agents milestone and the
shipped Agent evals & feedback milestone in `ROADMAP.md`.

Related stack:

- #12699 adds managed provider backends and lifecycle support.
- #12691 adds qualified OpenCode and ACPX provider backends.
- #12685 restores task runtime rendering and steering.

## What Changed

- Add the runner full-stack harness with 57 catalog cells and 60 unit
tests.
- Add a Daytona runner image with digest-pinned base images and
base-aware image-content checks.
- Add guarded live evaluation and chaos workflows with a fixed
40-execution matrix; live and full-stack paid schedules now run only on
Sundays or by manual dispatch.
- Add in-flight reported-usage cost stops, post-turn cost caps,
exact-threshold failure classification, secret redaction, retry
classification, and actor authorization.
- Reattach stream and hard-budget listeners before restart-recovery
continuations so restored paid sessions cannot bypass in-flight
interruption.
- Preserve OpenCode usage and cost across tool-loop messages and turns
while exposing an explicit current-run delta to durable accounting.
- Keep PNG/WebM evidence in access-controlled artifacts only, reject
SVG, and publish only pruned inert structured per-attempt evidence.
- Add AWS AgentCore infrastructure, provisioning checks, and smoke
tools; reject unsafe model identifiers, require exact stack ownership
markers, and make failed-stack replacement explicit.
- Add evaluation-session contracts and capability reports.
- Add release workflow checks for immutable action pins, frozen
dependency installs, exact weekly cron shape, paid-run guards,
provider-secret isolation, and chaos test paths.
- Reauthorize the original and triggering numeric actor IDs as the first
step of every provider-secret job, including partial reruns, before
checkout or provider access.
- Give each full-stack matrix cell only its matching provider
credential, expose Daytona only to Daytona cells, and disable shared
dependency caches anywhere paid credentials or OIDC write access are
present.
- Protect the legacy manual E2E workflow with the same default-branch,
allowlist, environment, and per-job authorization boundary.
- Rotate live-eval candidates by week and retain 120 days of compatible
history so the seven-week trend window remains viable.
- Restore the root runner-acceptance commands and reconcile reported
snapshots,
raw receipts, and terminal usage without double counting or losing late
usage.
- Mark ACPX token deltas exact only when every budget field is present,
keep
cumulative cost/request authority separate, reject non-USD cost
labeling,
  and include thought tokens in output-token budgets.
- Keep `enableNativeRunner` off by default. The acceptance harness
enables it only in its isolated test instance.

## Verification

Passed locally:

- `pnpm --filter @paperclipai/paperclip-runner typecheck`
- `pnpm test:runner-acceptance:typecheck`
- `pnpm test:runner-acceptance` (19 tests)
- focused OpenCode proxy, driver, runnerd transport, live-session, and
turn-stream tests (106 tests)
- `pnpm --filter @paperclipai/paperclip-runner exec vitest run
src/live/clean-room-server.test.ts` (22 tests)
- `pnpm test:e2e:runner:typecheck`
- `pnpm test:e2e:runner:unit` (62 tests)
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`
- `pnpm --filter @paperclipai/paperclip-runner
test:runner-workflow-evals` (22 tests)
- `pnpm -r typecheck`
- `pnpm build`
- `node --test
packages/paperclip-runner/scripts/aws-agentcore-provisioning.test.mjs`
(6 tests)
- `git diff --check`
- `cargo test --manifest-path
packages/paperclip-runner/runner/Cargo.toml -p paperclip-runner-core
--lib --locked` (161 tests)
- focused ACPX provider-event tests (10 tests)
- The rebased PR changes 92 files. `pnpm-lock.yaml` is unchanged.

I did not run paid live provider jobs or provision AWS resources. Those
checks need credentials and can create cost.

## Risks

The paid workflows can create provider cost. They require an allowlisted
original and triggering actor, the protected `runner-e2e-paid`
environment, explicit opt-in variables, and cost limits. The four
provider credentials exist only in that master-only environment, which
requires allowlisted reviewer approval and disables administrator
bypass; repository and organization Actions scopes contain no copies.

Provider usage arrives after a billable request, so the live guard
cannot prevent one request from crossing a threshold. It interrupts
immediately on the first reported threshold hit and permits no
continuation.

Visual evidence can contain secrets rendered as pixels. PNG/WebM remain
only in access-controlled workflow artifacts; SVG and per-attempt XML
are excluded, and S3/Pages receive a pruned structured dashboard.

The AWS scripts can create cloud resources. They use explicit commands,
least-privilege roles, KMS encryption, saved nonsecret metadata, and
explicit teardown.

This pull request does not enable the experimental native runner for
existing instances.

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

## Model Used

OpenAI Codex with GPT-5. The model used extended reasoning, tool use,
code execution, and parallel subagents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-02 08:55:08 -05:00
Dotta 1ab159d3a7 feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-01 14:55:35 -05:00
TonioandClaude Opus 5 42c6f8a424 Onboarding: model source tiles, one input canvas, and Storybook coverage for the agent arc (#12613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet it through onboarding, whose last three steps run
inside the tenant: create an agent, connect a model, review
> - The connect step is the one that decides whether the agent can run
at all, and it had drifted — three contributors changed it in parallel,
and its visual language no longer matched the rest of the flow
> - It also could not be looked at without a provisioned stack, so
defects in it were only found by walking a real signup, and the review
step behind it could not be reached at all when it failed
> - This pull request brings the visual work onto the sign-in behaviour
that already shipped, and adds Storybook coverage for all three steps
> - The benefit is that the step is easier to read, and that it can now
be inspected and driven before it ships rather than after

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The onboarding connect-a-model step. It presented the model choice as a
dropdown plus an "Advanced settings" disclosure, and put each credential
type in a different place, so the controls below moved whenever the
choice changed.

**Subsystem affected**
Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and
its Storybook coverage.

**Current behavior**
The step offered every registered adapter through a disclosure.
Credential entry appeared in a different shape per source. None of the
three agent-arc steps could be rendered outside a provisioned cloud
stack, so the sign-in panel and the review step were only reachable by
walking a real signup.

**Proposed behavior**
Two brand tiles for the recommended sources, a link that switches
between subscription and API-key credentials, and one canvas that holds
whichever input the current choice needs. Storybook stories mount the
real wizard against fixtures and walk it forward, so every step and its
states can be inspected locally.

**Reason and benefit**
The step reads as one decision rather than three scattered ones, and its
furniture stays still while the choice changes. The stories mean a
regression in it is visible before release instead of during a signup.

**Breaking changes**
No API or schema change. One behavioural narrowing, described under
Risks.

## What Changed

- Replaces the adapter dropdown and "Advanced settings" disclosure with
`ModelSourceTiles` — brand tiles for Claude Code and Codex.
- Adds `CredentialModeLink`, a text toggle between subscription sign-in
and API keys, replacing the disclosure.
- Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or
the API-key field and resizes between them, so the Connect button below
does not move.
- Keeps the existing sign-in behaviour unchanged. `AgentConfigForm`
changes are presentation only — the provider name in the title, the CTA
wording, and `space-y` to `gap`. No change to the login mutations,
queries, or session handling.
- Restores the sleep marks on the dormant agent for the two steps before
the hire.
- Adds Storybook stories for all three agent-arc steps, with fixtures
for the environments, auth signal, both adapters' login flows, and the
hire.
- Copy: names the provider being signed in to ("Sign in to
Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name
helper text.

## Verification

- `pnpm vitest run src/components storybook` in `ui/` — 139 tests over
the touched suites, 1986 across `src/components`.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back
button, steps 2 and 3 do.
- The sign-in gate: on `Connect a model`, press Connect without signing
in. It holds on step 2 and reports "No working authentication was
found." On `Review`, which fixtures an authenticated signal, Connect
reaches the review step.
- Both providers' login flows: press Sign in on the Claude tile for the
authorization URL and browser-code field, and on the Codex tile for the
device URL and code.
- The Claude sign-in was also walked end to end on a staging tenant,
including the OAuth redirect and pasting the code back.

## Risks

- **Onboarding now offers two model sources instead of every registered
adapter.** `ModelSourceTiles` is fed the `recommended` set, which is
`claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode
and Paperclip Runner are no longer selectable *during onboarding*. This
is deliberate. The full list is unchanged in agent settings, which is
where an adapter can still be switched after the agent exists, and
adding a source back is one `recommended: true` in
`adapter-display-registry.ts`. Flagging it because it is the one
behavioural narrowing here and it is not visible from the diffstat.
- The API key entered on this step is held in component state and
deliberately never written to the onboarding draft, because that draft
is `localStorage`. A customer who leaves mid-step re-enters the key;
that is the intended trade.
- Storybook-only risk: the fixtures now answer the environment test from
the story's auth state. If a future change moves the hire's gate off the
`adapter_auth_missing` check code, the stories would keep passing while
the product regressed. The gate is asserted in the adapter packages' own
tests, not here.
- Motion changes are low risk and reversible: the input canvas animates
its contents only, and its container was deliberately left unanimated
after an animated wrapper clipped the sign-in panel.

## Model Used

Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the Storybook stories.

## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-01 09:57:46 -07:00
DottaandPaperclip dda4dff645 fix(onboarding): restore browser launch and gate canaries (#12667)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The onboarding command starts the local server and opens the
first-run wizard.
> - Interactive onboarding stopped opening the browser by default.
> - Organization creation could also succeed in the API while the wizard
stayed on the name step.
> - The npm canary workflow did not prove that the published package
could complete this path.
> - This pull request repairs the startup and organization transitions
and adds an exact-version canary smoke gate.
> - The benefit is a quickstart that works for users and is tested after
each canary publish.

## Linked Issues or Issue Description

Related: #12557 covers a separate final-route onboarding handoff.

**What happened?**

Interactive `paperclipai onboard` runs did not open the onboarding page.
The organization API request could succeed while a same-company context
update caused the wizard to stay on the organization step. The canary
release lane did not test the exact published npm package through this
path.

**Expected behavior**

Interactive onboarding must open the browser once. A successful
organization request must advance to the first-agent step when the
surrounding context adopts the same organization. Each published canary
must install in a clean environment and reach the model connection step.

**Steps to reproduce**

1. Run `npx paperclipai@canary onboard --data-dir "$(mktemp -d
/tmp/paperclip-canary.XXXXXX)"` in an interactive terminal.
2. Enter an organization name while the company context refreshes from
the create response.
3. Observe that the browser does not open or that the wizard can remain
on the organization step after the API creates it.
4. Inspect the canary release lane and observe that no post-publish
onboarding test runs against the exact npm version.

**Paperclip version or commit**

The issue reproduced with `2026.901.0-canary.8` and the source state
before this pull request.

**Deployment mode**

Local trusted quickstart with embedded PostgreSQL. The install source
can be npm or a source checkout.

## What Changed

- Open the browser once for interactive foreground onboarding.
- Preserve explicit browser opt-outs and restore the prior environment
value after startup.
- Accept a same-company context update after organization creation and
reject a different-company takeover with an explicit error.
- Export the exact canary version from the publish job.
- Install and test that exact npm version in a clean Playwright smoke
job through the "Connect a model" step.
- Upload server logs, traces, screenshots, and the Playwright report
when the canary smoke fails.
- Document the interactive default and headless opt-outs.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard.test.ts
ui/src/components/OnboardingWizard.step.test.tsx --reporter=dot` passes
with 37 tests.
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`
passes with 9 tests.
- `pnpm exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/onboarding.spec.ts` passes with 2 tests.
- `PAPERCLIPAI_VERSION=2026.901.0-canary.8 pnpm run
test:canary-onboarding-smoke` passes against the published npm package.
- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- A fresh interactive source run opens the browser and reaches "Connect
a model" after organization and agent naming.

## Risks

- Low risk. Automatic browser opening only applies to interactive
foreground onboarding.
- `PAPERCLIP_NO_BROWSER=1` and `PAPERCLIP_OPEN_ON_LISTEN=false` keep
headless runs silent.
- A different organization context still blocks the pending create
transition.
- The canary package is immutable before the smoke runs. A smoke failure
leaves the package published but makes the release workflow red.
- This change does not modify REST APIs, database schemas, or shared
data types.

> 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 based on GPT-5. The runtime does not expose the exact
deployment snapshot or context-window size. The model used reasoning,
browser automation, repository tools, shell commands, code editing, and
test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (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>
2026-09-01 10:10:30 -05:00
Dotta bfb98aff5d test(runner): add credential-free acceptance foundation (#12652)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip supports direct adapters and an experimental native Runner
path.
> - These paths need one stable compatibility matrix.
> - The matrix must not launch providers or load credentials during
normal tests.
> - Result handling must reject incomplete output and sensitive values.
> - This pull request adds a credential-free acceptance foundation.
> - The benefit is a reviewable contract for later end-to-end executors.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves verification for direct adapters and Paperclip Runner
providers.

**Subsystem affected**

Cross-cutting test infrastructure for adapters, the server runtime, and
the task thread.

**Current behavior**

The repository has subsystem tests. It does not have one declarative
matrix for direct and native compatibility.

**Proposed behavior**

Add a pure acceptance catalog, result validator, redaction helpers, and
failure classification. Keep all execution authority outside this
change.

**Reason and benefit**

The matrix makes legacy isolation and native recovery requirements
explicit. The helpers let later executors report safe and complete
results.

**Breaking changes**

None. This change does not alter production runtime selection or start
any provider.

## What Changed

- Add a catalog for built-in direct adapters and qualified native
provider profiles.
- Add compatibility cases for runtime selection, task threads,
questions, and flag-change recovery.
- Add pure redaction and transient-failure classification helpers.
- Add fail-closed Markdown and JUnit report aggregation.
- Add isolated test and type-check commands.
- Document the credential-free boundary and deferred live execution
work.

## Verification

GitHub Actions must run:

- `pnpm test:runner-acceptance`
- `pnpm test:runner-acceptance:typecheck`
- The repository test, type-check, build, policy, and security gates.

No local test command was run. The repository owner requested
GitHub-only verification.

## Risks

Low production risk. The change adds test-only files and root scripts.
The catalog can drift when a built-in adapter changes. Its validation
fails closed on that drift.

## Model Used

OpenAI Codex with the GPT-5 agent model. The work used high reasoning,
repository inspection, tool use, and parallel code review.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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
2026-09-01 04:46:04 -05:00
DottaandPaperclip 39eafad47d test(e2e): shorten and split Smoke Lab coverage (#12506)
## Thinking Path

> - Paperclip uses browser tests to protect critical operator flows.
> - The trusted pull request workflow runs the E2E catalog on three
existing runners.
> - Smoke Lab was one 168-second spec, so the shard scheduler could not
divide it.
> - The spec also repeated service-start calls, page loads, and
full-page screenshots.
> - This pull request removes that repeated work and divides the
scenario catalog into two independent specs.
> - The benefit is a shorter Smoke Lab run and a balanced E2E lane
without more AWS capacity.

## Linked Issues or Issue Description

Refs: #10629

**What existing behavior does this improve?**

This improves the trusted pull request E2E lane and its Smoke Lab
Playwright coverage.

**Current behavior**

Smoke Lab is one indivisible 168-second CI spec. It starts services for
every scenario, loads the same evidence page twice, and captures a
full-page success screenshot for all 56 lifecycle steps.

**Proposed behavior**

Start Smoke Lab services once per spec. Keep the per-scenario fixture
reset. Capture one representative success screenshot per scenario and
keep every failure screenshot. Run P1–P4 and P5–P7 as separate specs so
the existing duration-aware scheduler can put them on different runners.

**Reason and benefit**

The optimized lifecycle reduced local Smoke Lab wall time from 57.68
seconds to 37.04 seconds. This is a 35.8% reduction. The two halves also
let the existing three runners target about 125, 124, and 124 seconds of
recorded spec work instead of about 168, 125, and 124 seconds.

**Breaking changes**

None. The same seven scenarios and eight lifecycle steps still run. The
result API still records every step. Successful non-connect steps no
longer attach redundant screenshots.

## What Changed

- Reused one Smoke Lab service start within each spec while retaining
isolated fixture installation for every scenario.
- Removed the duplicate catalog evidence navigation.
- Reduced success screenshots from 56 to 7 while retaining screenshots
for every failed step.
- Split the shared lifecycle runner into P1–P4 and P5–P7 specs.
- Mark each successful split result as partial and keep dashboard health
amber until one run covers the full catalog.
- Updated the duration manifest and contributor docs for the split.

## Verification

- `pnpm -r typecheck` passed on Node.js 24.20.0.
- `pnpm build` passed on Node.js 24.20.0.
- `node --test scripts/__tests__/e2e-shard.test.mjs` passed 9 tests.
- `pnpm exec vitest run ui/src/pages/tools/smoke-lab-matrix.test.ts`
passed 8 tests.
- Both split specs passed together on Node.js 24.20.0 after the review
fixes: 2 passed in 35.7 seconds; shell wall time was 36.86 seconds.
- The pre-change Smoke Lab baseline passed with a 57.68-second shell
wall time. The optimized unsplit A/B run passed with a 37.04-second
shell wall time.
- The full local E2E catalog passed 44 tests and skipped 2 tests. One
existing `pipelines-tutorial-flow.spec.ts` assertion failed again when
run alone.
- The broad local unit run reproduced failures in untouched
workspace-runtime suites. Typecheck, build, shard tests, and all changed
browser coverage pass. CI remains the authoritative full-suite result.

## Risks

- The split duration weights use the measured local reduction and the
previous 168-second CI weight. They should be refreshed after two real
pull request runs.
- Service state is shared within each half. Fixture installation still
runs before every scenario to reset connection, policy, and catalog
state.
- Each half records passed execution with partial coverage. Dashboard
health recognizes the partial flag and stays amber because no single
runner covers the full catalog. A failed half still records failed/red.
- Fewer success screenshots reduce redundant artifacts. Every scenario
keeps its connect screenshot, and every failure still captures evidence.

> 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. The exact deployment ID and context window are
not exposed in this session. The model used agentic reasoning, code
editing, shell execution, browser testing, and GitHub tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 10:15:39 -05:00
Dotta e3eed3a3ae Keep browser startup explicitly opt-in (#12435)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI can save a configuration and start the local server in one
command.
> - The onboarding path set a browser-open environment variable without
an explicit user request.
> - Headless test servers use the same onboarding path.
> - Each server restart could therefore open a system browser.
> - This pull request removes the implicit browser-open request and
fixes test servers to disable it explicitly.
> - The benefit is predictable foreground and test startup without
unsolicited browser windows.

## Linked Issues or Issue Description

This is stack 11 of 11. It depends on stack 10.

**What happened?**

`paperclipai onboard --yes --run` set `PAPERCLIP_OPEN_ON_LISTEN=true`.
Headless server users, including browser test runners, opened the system
browser on each server restart.

**Expected behavior**

Server startup must not open a browser unless the caller explicitly sets
`PAPERCLIP_OPEN_ON_LISTEN=true`.

**Steps to reproduce**

1. Run `paperclipai onboard --yes --run` from a clean source checkout.
2. Wait for the server to listen.
3. Observe that the default system browser opens.

**Paperclip version or commit**

Reproduced on `dbf052577` plus the dependent stack.

**Deployment mode**

Local dev from source.

## What Changed

- Stop onboarding from setting `PAPERCLIP_OPEN_ON_LISTEN=true` for
foreground startup.
- Set `PAPERCLIP_OPEN_ON_LISTEN=false` in E2E and issue-detail
performance test servers as defense in depth.
- Preserve the existing explicit environment opt-in in the server.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard.test.ts` — 10 tests
passed.
- `pnpm --filter paperclipai typecheck` — passed.
- `pnpm -r typecheck` — passed on the stacked head.
- `pnpm build` — passed on the stacked head.
- Playwright was not run locally by request.

## Risks

- Low risk. The only behavior change removes an unsolicited side effect.
- A caller that wants browser startup can still set
`PAPERCLIP_OPEN_ON_LISTEN=true` explicitly.
- No database or migration change exists in this layer.

> 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. The exact deployment suffix and context window
are not exposed. The model used reasoning, repository tools, code
execution, Git, and GitHub API access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-29 12:08:35 -05:00
DottaandPaperclip c90d904779 feat(apps): add connection intent setup experience (#12347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The backend now turns agent requests into durable connection
intents.
> - Operators need a clear path to inspect, configure, and finish those
requests.
> - The experience must preserve identity, agent access, and interrupted
setup state.
> - This pull request adds the connection intent setup experience across
the app UI.
> - The benefit is one guided flow from agent request to governed
connection.

## Linked Issues or Issue Description

Refs #11965

This is stack 9 of 11. It depends on stack 8 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent cards and setup flow integration.
- Add browse, connection, app detail, and sidebar experience updates.
- Preserve exact draft identity and access choices across resume and
OAuth recovery.
- Add focused UI, architecture, policy, and end-to-end coverage.
- Keep transient retained-connection lookup failures retryable instead
of misclassifying them as missing targets.
- Align the dark-mode E2E contract with the intentionally hidden
Gateways and Profiles sidebar tabs.

## Verification

- `pnpm -r typecheck`
- Focused UI result: 372 tests passed across 20 files.
- AppsConnect regression suite: 80/80 passed, including failed
connection and application lookups during retained reconnect.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AppsSidebar.test.tsx` (1 passed)
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- An interrupted OAuth flow can leave a durable draft that needs resume.
- The UI resumes the exact draft and keeps its identity and agent access
settings.
- Retained reconnect retries refetch connections and applications
together to avoid mixing partial snapshots.
- Gateways and Profiles remain route-accessible but intentionally absent
from the sidebar until their existing ship gate is lifted.
- The change does not add a database migration.

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

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:35 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #11965

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip b51112798f feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections must work in both the operator UI and agent tool
gateway.
> - The first stack layer adds secure remote connections.
> - Operators still need clear setup, test, and recovery states.
> - This pull request adds the gateway behavior and the workspace
connection experience.
> - The benefit is a connection flow that is easier to understand and
recover.

## Linked Issues or Issue Description

Refs #11965

This is stack 2 of 11. It depends on stack 1 and replaces another
reviewable part of #11965.

## What Changed

- Improve remote tool gateway connection behavior.
- Add clearer app setup, test, and recovery states.
- Add focused server and UI tests for the new paths.
- Keep the diff isolated from later identity and catalog work.
- Stabilize DNS-pinned remote HTTP protocol fixtures and the
managed-runtime public-origin fixture for this independently tested
layer.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts` (150 passed)
- `pnpm test:run`
- `pnpm check:token-gates`
- `pnpm build`

## Risks

- Gateway errors now surface through new user-facing states.
- A stale connection can require a new setup attempt.
- The change does not add a database migration.
- The injected HTTP transport and public URL are test-only fixtures;
production DNS pinning and runtime behavior are unchanged.

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

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
DottaandPaperclip cabc9146d0 feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Remote MCP setup needs secure endpoint validation and durable
credentials.
> - PostHog needs both browser sign-in and personal API key setup paths.
> - This pull request adds the shared remote MCP foundation and the
PostHog definition.
> - The benefit is a secure and reusable base for later app connection
work.

## Linked Issues or Issue Description

Refs #11965

This is stack 1 of 11. It replaces the first reviewable part of #11965.

## What Changed

- Add guarded remote MCP setup and credential handling.
- Add PostHog OAuth and API key connection methods.
- Add focused server, shared contract, and UI coverage.
- Keep the migration replay-safe and idempotent.
- Give the late-close security regression the same 10-second CI headroom
as the adjacent real-timer handshake test.
- Synchronize fake-timer handshake tests at the exact ensure-session
boundary so real filesystem setup cannot race the fake deadline.
- Drive PTY overflow coverage only after listener registration so
scheduling cannot reorder the test fixture.

## Verification

- pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected
cases also passed five focused stress repetitions)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a
sandbox-provided value from a late close rejection into logs or the
result"` (1 passed)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never
promotes a late ensureSession resolution|closes a late-resolving real
handle exactly once"` (2 passed)
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Remote endpoint validation can reject configurations that previously
passed without checks.
- OAuth configuration errors can block setup until the operator corrects
the provider settings.
- The migration uses guarded statements so repeated execution is safe.
- The test-only synchronization changes do not affect runtime behavior;
they remove filesystem/fake-clock and listener-registration races
observed under parallel CI load.

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

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
Nicky LeachandPaperclip d9449e636e feat(onboarding): sign in to an agent provider during onboarding (#12440)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New organizations create their first agent through the onboarding
wizard
> - The wizard does not show provider sign-in when a host credential is
absent or unknown
> - The create step also gives unclear feedback when the provider needs
authentication
> - This pull request adds a safe auth signal and a provider sign-in
step for sandbox drivers
> - The benefit is a clearer onboarding path with no token or account
data in the signal

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (server API, shared types, and UI)

**Problem or motivation**

The onboarding wizard can fail when the selected provider needs
authentication. It does not tell the person how to complete sign-in.

**Proposed solution**

Add a status-only provider auth signal. Show the sign-in panel for
sandbox drivers when the signal says `absent` or `unknown`. Apply a
stored Claude login to the new agent and block creation when the adapter
test reports missing authentication.

**Alternatives considered**

The wizard could hide the sign-in panel when the signal read fails. This
would hide a needed action, so this pull request shows the panel when
the signal is unknown.

**Roadmap alignment**

The change supports the roadmap goal for scoped and audited credential
bindings.

**Additional context**

The auth signal returns only `present`, `absent`, or `unknown`. It never
returns a token, identifier, or account name.

## What Changed

- Add `GET /api/companies/:companyId/adapters/:type/auth-signal` with
company and permission checks.
- Add shared auth-signal types and the UI query path.
- Apply a stored Claude login by reference without reading its token.
- Show the provider sign-in panel only for sandbox drivers with
interactive terminal support.
- Block agent creation when the provider test reports missing
authentication.
- Add route, wizard, and end-to-end test coverage.

## Verification

- `pnpm --filter @paperclipai/server test adapter-auth-signal-routes`
passes 50 tests.
- `pnpm --filter @paperclipai/ui test OnboardingWizard` passes 69 tests.
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` exits with code 0.
- The `e2e_shards` lane runs `tests/e2e/onboarding.spec.ts`.

## Risks

The route reads a host-local readiness signal. It returns `unknown` on
read errors and never exposes credential data. The UI may add a sign-in
step when the signal is unavailable.

## Model Used

OpenAI Codex, GPT-5, extended reasoning, tool use, and code execution.
The exact context window was not provided.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-28 10:20:37 -07:00
Devin Foley dbf052577d Follow the current onboarding arc in the release smoke (#12423)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A release is gated by the release smoke: it installs the published
`paperclipai` artifact into a Docker container and drives the sign-in →
onboarding → first-agent path with Playwright
> - That suite runs only from the release pipeline, never on a pull
request, so it sees the UI only after the UI has already changed
> - The onboarding wizard was rebuilt into the agent arc. The "Name your
organization" step, the "Start Onboarding" launcher, and the agent role
picker are all gone
> - The spec still waited for those, so it failed on its first assertion
and blocked every nightly and beta release
> - The failure was also hard to read. The workflow uploaded no
container logs, because it learned the container's name only after the
harness succeeded, and the harness ran the container with `--rm` and
deleted it before anything read it
> - This pull request rewrites the spec to follow the current arc, and
repairs the log capture at both ends
> - The benefit is that nightly and beta releases are unblocked, and the
next failure arrives with the logs attached

## Linked Issues or Issue Description

No existing issue. Describing it inline, following
`.github/ISSUE_TEMPLATE/bug_report.yml`.

Refs #12274 (removed the company-naming step from the wizard).
Refs #12135 (the previous alignment of this spec, before #12274).
Refs #12316 (open; also edits `scripts/docker-onboard-smoke.sh`, in the
bootstrap helpers rather than the container lifecycle, so the two
changes do
not overlap. Whichever lands second should rebase and re-run).

**What happened?**

The release smoke fails.
`tests/release-smoke/docker-auth-onboarding.spec.ts`
never gets past its first wait:

```
✘ tests/release-smoke/docker-auth-onboarding.spec.ts:43:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent
Error: expect(locator).toBeVisible() failed — element(s) not found (timeout 20000ms)
> 33 | await expect(wizardHeading.or(startButton)).toBeVisible({ timeout: 20_000 });
```

The spec waits for an `h3` reading "Name your organization" or a
"Start Onboarding" button. Neither exists. #12274 removed the
company-naming
step; the string now survives only in a code comment and in
`ui/src/components/OnboardingWizard.step.test.tsx`, which asserts it is
*absent*. The steps after the first wait are stale too: the CTA on step
1 is
"Continue" and not "Next", the organization input's placeholder changed,
and
the agent step's `#onboarding-agent-role` picker is gone, so every
onboarding
hire is filed under the neutral `general` role.

The suite runs only from the release pipeline, so nothing on a pull
request
saw the drift. Both `smoke_nightly` and `smoke_beta` call the same
reusable
workflow, so every nightly and every beta was blocked.

The failure also arrived without diagnostics. The job's "Capture Docker
logs"
step is `if: always()`, but it is guarded on `SMOKE_CONTAINER_NAME`,
which the
"Launch Docker smoke harness" step writes to `$GITHUB_ENV` only *after*
the
harness returns. On any failure before that the guard is false, the step
does
nothing, and the upload reports "No files were found". Below that,
`scripts/docker-onboard-smoke.sh` starts the container with
`docker run -d --rm`, so the `docker stop` in its EXIT trap deletes the
container and its logs together — and a container that crashes on its
own is
removed the instant its process exits.

**Expected behavior**

The spec walks the onboarding arc the app actually presents, and proves
the
company is created, the lead agent is hired, and the first task is
seeded and
dispatched. When the smoke fails, the run's artifact carries the
container's
logs.

**Steps to reproduce**

1. Run the Release Smoke workflow against a published artifact that
carries
   #12274, or run it locally:
`PAPERCLIPAI_VERSION=2026.828.0-canary.3 SMOKE_DETACH=true
./scripts/docker-onboard-smoke.sh`
2. Run `pnpm run test:release-smoke` against that container.
3. The single spec fails at `openOnboarding()` after 20 seconds.
4. In CI, open the run's `release-smoke` artifact. It has no
   `docker-onboard-smoke.log`.

**Paperclip version or commit**

`2026.828.0-canary.3` (commit 8316ceb0b).

**Deployment mode**

Docker.

**Installation method**

npm / pnpm global install (the container runs `npx
paperclipai@<version>`).

**Node.js version**

v24.20.0 inside the container.

**Relevant logs or output**

```
Running 1 test using 1 worker
  ✓  1 [chromium] › tests/release-smoke/docker-auth-onboarding.spec.ts:76:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent (7.0s)
  1 passed (8.7s)
```

That is the result after this change. Before it, the same command failed
at
the first wait, as quoted above.

## What Changed

- `tests/release-smoke/docker-auth-onboarding.spec.ts` now follows the
current
arc. It signs in, opens `/onboarding`, names the organization and
presses
"Continue" (which creates the company and routes straight to the agent
step,
because onboarding no longer asks for a mission), names the lead and
presses
  "Next", presses "Connect" on the default adapter to hire, then presses
  "Get started" to launch.
- The spec addresses controls by role and accessible name, or by id
where one
exists (`#onboarding-agent-name`). Step 1's field has no id and no
associated
  label, so it is found as the wizard's only text box rather than by its
  placeholder copy.
- The spec asserts the hired agent's role is `general`, which is what
the arc
files every onboarding hire under. Every other API assertion is
unchanged.
- The spec navigates to `/onboarding` explicitly and drops any saved
onboarding
draft first, so it can run twice against one instance. The suite retries
once
  in CI. It still asserts that a company-less board routes sign-in into
  onboarding, guarded on the board actually being empty.
- `scripts/docker-onboard-smoke.sh` accepts `SMOKE_CONTAINER_NAME`,
drops
  `--rm`, removes the container itself, and dumps `docker logs` to
  `SMOKE_LOG_FILE` before the teardown.
- `.github/workflows/release-smoke.yml` pins the container name in the
job's
`env`, so every `always()` step has it before anything runs. The capture
step
  refreshes the log from a live container when there is one, keeps the
harness's dump when there is not, and writes a one-line explanation when
  there is neither. The upload's paths are literals, and
`if-no-files-found: error` makes a broken diagnostics path fail rather
than
  warn.
- `scripts/docker-onboard-smoke.test.mjs` pins that wiring. It is added
to
  `test:release-registry`, which runs on every pull request.
- `doc/DOCKER.md` documents `SMOKE_CONTAINER_NAME` and `SMOKE_LOG_FILE`.

## Verification

The spec was run against a real container built from the published
`2026.828.0-canary.3` artifact, exactly as the workflow runs it.

```sh
SMOKE_CONTAINER_NAME=release-smoke-onboard \
HOST_PORT=3232 DATA_DIR=<tmp>/smoke-data \
PAPERCLIPAI_VERSION=2026.828.0-canary.3 \
SMOKE_READY_TIMEOUT_SECONDS=420 SMOKE_DETACH=true \
SMOKE_METADATA_FILE=<tmp>/release-smoke.env \
SMOKE_LOG_FILE=<tmp>/docker-onboard-smoke.log \
  ./scripts/docker-onboard-smoke.sh

PAPERCLIP_RELEASE_SMOKE_BASE_URL=http://localhost:3232 \
PAPERCLIP_RELEASE_SMOKE_EMAIL=smoke-admin@paperclip.local \
PAPERCLIP_RELEASE_SMOKE_PASSWORD=paperclip-smoke-password \
PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome \
  pnpm run test:release-smoke
```

```
Running 1 test using 1 worker
  ✓  1 [chromium] › tests/release-smoke/docker-auth-onboarding.spec.ts:76:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent (7.0s)
  1 passed (8.7s)
```

The same command was run a second time against the same, now non-empty,
instance. That covers the retry path, and it also passes.

The log capture was verified by making the container die during startup:

```sh
PAPERCLIPAI_VERSION=0.0.0-no-such-version \
SMOKE_CONTAINER_NAME=release-smoke-onboard SMOKE_LOG_FILE=<tmp>/fail.log \
  ./scripts/docker-onboard-smoke.sh
```

`<tmp>/fail.log` was written and carried the cause:

```
npm error code ETARGET
npm error notarget No matching version found for paperclipai@0.0.0-no-such-version.
```

The container was removed afterwards. On `master` this file is never
written,
because `--rm` deletes the container the moment its process exits.

The workflow's capture step was run by hand against three states: a live
container (258 lines), a removed container with the harness's dump
already on
disk (258 lines kept), and neither (a one-line explanation).

Unit coverage:

```sh
pnpm run test:release-registry   # 93 tests, 93 pass
```

Nothing under `ui/` changed, so `pnpm --filter @paperclipai/ui
typecheck` was
not required. `tests/release-smoke` is outside the TypeScript project
references; Playwright compiles it at run time, which the runs above did
three
times.

## Risks

Low risk. Nothing ships to users. The change touches one Playwright
spec, one
smoke script, and one workflow.

Points worth a reviewer's attention:

- **This suite gates every nightly and beta, and it runs only
post-merge.**
`smoke_nightly` and `smoke_beta` both call `release-smoke.yml`, and no
pull
  request runs it. Drift between the wizard and this spec is therefore
invisible until a release is already blocked, which is how this bug
reached
a release train. I think the arc deserves an earlier check. The cheapest
version is the one added here: `scripts/docker-onboard-smoke.test.mjs`
runs
on every pull request and pins the harness wiring. The full container
smoke
is too slow for the pull request path, but a UI-level test of the arc's
step
  sequence would catch exactly this class of drift, and
`ui/src/components/OnboardingWizard.step.test.tsx` is already the right
  home for it. I did not add it here, to keep this change to the repair.
- **Dropping `--rm`.** The container is now removed by the script's
cleanup
instead of by Docker. The script already ran `docker rm -f` before
starting,
  and the workflow's final step removes it too, so a leaked container is
cleaned up on the next run either way. A developer who kills the script
with
`SIGKILL` will leave a stopped container behind, where previously they
would
  not.
- **`if-no-files-found: error` on the upload.** The capture step now
always
writes the log file, so the upload always has at least one path to
match. If
  that ever stops being true, the job fails instead of warning. That is
  deliberate.
- **The spec drops the saved onboarding draft before it walks.** A stale
draft
makes step 1 skip company creation and hire into the previous run's
company.
That state only exists when the spec runs twice against one instance. A
fresh
  release-smoke container never has it.

## Model Used

Claude (Anthropic), Claude Opus, 1M context, extended thinking, agentic
tool
use via Claude Code. The container, the Playwright runs, and the failure
injection were driven as real commands on a local Docker host.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-28 07:21:08 -07:00
scotttong 4d82f5eaea copy: unify user-facing "company" wording to "organization" (#12243) 2026-08-27 01:04:55 -07:00
TonioandClaude Opus 5 eb86fcd498 The agent, drawn as itself (#12274)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A new customer's first session ends in the tenant's agent arc:
create an agent, connect a model, review
> - Walking it turned up questions the arc had no business asking — a
role picker using a vocabulary the customer has not been given, a model
picker asking them to judge models they have not met — and chrome
restating what they had just watched happen
> - Each one costs a first-session customer attention at the exact
moment they are deciding what this product is
> - This pull request cuts the arc to what it must ask, and draws the
agent as itself so the arc has a visible subject
> - The benefit is three steps that each ask one thing, ending on an
agent that is visibly ready

## Linked Issues or Issue Description

No public issue exists. The changes come from walking the sign-up arc
end to end.

**What happened:**
The agent step asks for a role from a fixed enum before asking for a
name. The model step shows two "Recommended" badges (on both options),
an "Adapter type" eyebrow, and a model picker. The review step lists a
three-row checklist of work the customer just performed. The progress
strip is a full-width segmented bar.

**Expected behavior:**
The agent step asks for a name. The model step offers the two harnesses
and hides the rest behind advanced settings. The review step says the
agent is ready. The strip counts three discrete steps.

**Steps to reproduce:**
1. Sign up and enter the tenant wizard on the agent arc.
2. Observe the role select above the optional name field.
3. Continue to the model step: both options carry a "Recommended" badge,
and a model picker sits below.
4. Continue to review: a checklist restates the organization name,
agent, and model.

**Additional context:**
The brand pill assets (`pill-1-dormant.svg`, `pill-1-alive.svg`) are
transcribed verbatim into a component rather than approximated. The role
removal exposed a latent silent-failure path — see Risks.

## What Changed

- `PillGuy` renders the brand pill in two states; the arc holds one
instance, dormant through create and connect, alive on review.
- The agent step asks for a name only. The name is required; the role
picker is gone.
- `DEFAULT_AGENT_ROLE` (`general`) backs every onboarding hire, and
`agentRole` now defaults to it rather than empty.
- The model step drops both "Recommended" badges, the "Adapter type"
eyebrow, and the model picker; "More Agent Adapter Types" becomes
"Advanced settings"; the sub-line becomes "Paperclip works with your
existing subscription or API keys."
- The review step drops its checklist; the heading becomes "Let's get
started..." with "[name] is ready to work!".
- The progress strip renders three left-aligned dots at the previous
gap.
- Five e2e specs and both wizard unit suites migrate off
`#onboarding-agent-role`.

## Verification

Run the tenant suite:

```
cd ui && npx vitest run
```

- 4398 tests pass across 474 files; `npx tsc --noEmit` clean.
- Walked live in a local instance: agent step (dots, dormant pill, name
placeholder), model step (no badges/eyebrow/picker, "Advanced
settings"), review (pill alive, new copy, no checklist).
- The retargeted role test asserts the hire payload carries `role:
"general"` and the typed name — it is the test that catches the silent
failure below.

## Risks

- **A latent silent failure, now closed.** `handleGiveHeartbeat` returns
early when `agentRole` is empty. With the picker removed and no default,
Connect would have hired nobody and shown no error. The default closes
it; the guard stays for any future path that clears the role.
- **Behavioral change:** every onboarding hire is filed as `general`
rather than a chosen role. The role remains editable in the app.
- **Behavioral change:** the model is no longer chosen during
onboarding. Every adapter offered here resolves its own default in
`buildAdapterConfig`, and the model is changeable later.
- **Assets:** the pill carries its own gradient fills and does not
follow the theme. That is deliberate — the agent looks like itself on
either ground.

## Model Used

Claude Opus 5 (`claude-opus-5`) via Claude Code, with tool use and code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes
- [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: Claude Opus 5 <noreply@anthropic.com>
2026-08-26 21:39:55 -07:00