Commit Graph
1324 Commits
Author SHA1 Message Date
Nicky Leach 0d4b1d8c89 Gate agent plugin tabs by execution environment (#20657) 2026-11-10 15:04:44 -08:00
DottaandPaperclip a3b34a9d88 fix(ui): allow queued message deletion before queue acknowledgement (#20553)
## Thinking Path

Paperclip lets a user queue a message while an agent works. The user
must be able to remove that message before delivery starts. A new local
message can clear the displayed queue ID until the server accepts it.
This also disables trash for older saved messages. The page rejects the
action before it sends a request.

This change keeps trash available when the server says the user can
discard the message. When the queue ID is absent, the page uses the
existing comment cancellation route. The server finds the queue and
checks the author and dispatch state in the same transaction.

## Linked Issues or Issue Description

**What happened?**

Trash stays disabled for a saved queued message while another message
waits for queue acknowledgement. The page handler also throws before it
sends a cancellation request.

**Expected behavior**

Trash removes the selected queued message before dispatch. A message
that has started dispatch stays visible with an error. Other queued
messages stay queued.

**Steps to reproduce**

1. Send a follow-up while an agent works.
2. Send another follow-up before the queue read includes it.
3. Try to discard the first saved message.

**Paperclip version or commit**

Reproduced from source at `0e3fdebea825`.

**Deployment mode**

Source checkout on Linux. UI tests use jsdom. Route tests use isolated
embedded PostgreSQL.

Related work: #15865 changes mixed-queue interrupt handling. #15939
changes recovery after a queued message is discarded. #15465 changes
discard permissions for agent-authored entries. This change fixes trash
for a user's own saved messages while queue acknowledgement is pending.

## What Changed

- Keep trash enabled for a saved message with discard permission when
the displayed queue ID is absent.
- Use the existing author-only cancellation route when queue identity is
pending. Keep the revision-checked route when queue identity is present.
- Keep failed cancellations visible. Refresh the queue after
cancellation and remove successful deletions from comment caches.
- Cover deletion, dispatch conflicts, permission failures, network
failures, history reloads, final-message cleanup, and concurrent
dispatch.

## Verification

- Red: three regression cases failed on the original production code.
The trash button was disabled. Both page cases made no cancellation
request.
- Green: five complete UI suites pass, with 767 tests and one existing
skipped test. These cover the page, queue component, thread, queue
merge, and optimistic comments.
- Green: 11 focused PostgreSQL route cases pass. They cover both routes,
queue promotion, final-message cleanup, authorship, dispatch conflicts,
and a concurrent dispatch claim.
- `pnpm check:token-gates` and `git diff --check` pass.
- `pnpm --filter @paperclipai/ui typecheck` passes.
- The GitHub tree is `d4f0d61cbef2620c1fd62e6988ad80ccb1ba6173`. It is
identical to the tested local tree after merging master `902f3767960d`.
- `pnpm verify` selected more than 1,500 server test files. That broad
local run was stopped without a pass claim. CI will supply broad build
and test coverage. The preflight helper could not build Rust because
Cargo is absent.
- [CI
Build](https://github.com/paperclipai/paperclip/actions/runs/42835584447/job/129897150252)
and [browser
E2E](https://github.com/paperclipai/paperclip/actions/runs/42835584447/job/129901676175)
pass for head `44dea22faea51a6664a6f45852a42f62f5c72bbd`.
- [Greptile
review](https://github.com/paperclipai/paperclip/pull/20553#issuecomment-6770202777)
gives the current head 5/5 with zero comments and no unresolved review
threads.
- [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42835584447)
passes for head `44dea22faea51a6664a6f45852a42f62f5c72bbd`: 55 check
runs passed and 4 were skipped. No failures or pending checks remain.
Typecheck, Build, all general test shards, serialized suites, Runner
checks, and browser E2E passed. Snyk also passed.

## Risks

The fallback has no client queue revision. The existing server
transaction finds the queue for the selected comment and checks
ownership and dispatch state. Tests cover rejection after dispatch and
when another user owns the message. No API contract or schema changes
are required. No visual tokens change. Existing user documentation
remains accurate.

## Model Used

OpenAI GPT-6 in Codex. The runtime does not expose a more specific
provider revision or context window size. Used reasoning, repository
tools, code edits, 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>
2026-11-10 16:38:58 -06:00
DottaandClaude Opus 5.5 353945c86d fix(tool-gateway): let agents create gateway tokens without receiving the value (#20613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Tool gateways let external MCP clients use a company's tools with a
gateway client token
> - Since delegated connection management (#17737), an agent can create
and revoke gateway client tokens for its responsible person
> - #20581 stopped agents from getting the one-time token value, but it
did this by making token creation person-only
> - The product decision is that agents keep their delegated authority
to create and revoke tokens
> - This pull request restores agent token creation, but the agent never
receives the token value: the person reveals the value once on the
gateway's Tokens page
> - The benefit is that an agent can do the rotation work for the
person, and the secret still never enters chat, run events, logs or tool
output

## Linked Issues or Issue Description

Refs #17737
Refs #20581

**What happened**
After #20581, `POST /api/tool-gateway/gateways/{gatewayId}/tokens`
returns 403 `gateway_token_requires_person` to every agent caller.
Agents lost the delegated authority to create gateway client tokens that
#17737 gave them. Before #20581, an agent that created a token received
the plaintext value in its tool result and could repeat it in chat.

**Expected behavior**
An agent with delegated connection management can create and revoke
gateway client tokens. The agent never receives a token value. The
responsible person gets the value once, on the gateway's Tokens page.
Person callers keep today's behavior.

**Steps to reproduce**
1. Give an agent delegated connection management for a responsible
person with `tools:admin`.
2. As the agent, call `POST
/api/tool-gateway/gateways/{gatewayId}/tokens` (for example through
`call_api`).
3. See 403 `gateway_token_requires_person`.

## What Changed

- Agent create: `POST /api/tool-gateway/gateways/:gatewayId/tokens` from
an agent with delegated authority returns 201 with token metadata only
(`id`, `tokenPrefix`, `expiresAt`, `pendingReveal: true`), plus
`tokensPath`, a `reveal_credential` `requiredUserAction` for the
responsible person, and a `nextStep` instruction. The saved row has no
usable value: its stored hash is of a value that is generated and then
discarded. Gateway authentication also rejects `pendingReveal` rows.
- Person reveal: new person-only `POST
/api/tool-gateway/gateway-tokens/:tokenId/reveal`. It generates the
value, stores its hash, clears `pendingReveal` and returns the value
once. A conditional update makes a second or concurrent reveal return
409. Only the token's responsible person can reveal it (403
`gateway_token_reveal_requires_responsible_person`). Agent callers get
403 `gateway_token_requires_person`. A token revoked before reveal
cannot be revealed.
- Why a reveal that generates the value: no stored plaintext existed to
reveal, and storing one (even encrypted) for later display adds a secret
at rest. Generating the value at reveal time keeps the existing one-time
display and stores only a hash.
- Schema: `tool_mcp_gateway_tokens.pending_reveal boolean not null
default false` (migration `0460_gateway_token_pending_reveal`). Shared
`ToolMcpGatewayToken.pendingReveal`, and `ConnectionRequiredUserAction`
gets `reveal_credential` / `gateway_token`.
- UI: the Tokens page shows a "Waiting for you to reveal" section for
pending tokens with a "Reveal token" button. The value appears in the
existing "New token — copy now" one-time block. Pending tokens show the
status "Not revealed".
- Agent gateway create: the 201 for agent callers also includes
`gatewayPath`, `tokensPath` and a `nextStep` that tells the agent to
link the saved gateway.
- The agent create-token `nextStep` and the catalog say not to revoke
the old token in the same turn: its client keeps working on it until the
person installs the new value.
- The reveal update and its `tool_gateway.token_revealed` activity entry
commit in one transaction. The Tokens page offers Reveal only for tokens
that act for the signed-in person.
- API reference: new `docs/api/tool-gateway-tokens.md` (create, reveal,
revoke) in the docs nav.
- Revoke stays allowed for agents with delegated authority (unchanged
route).
- API catalog: create-gateway, create-token, reveal and revoke
descriptions now say who acts, that agents never receive values, the
page paths, and that the old token is revoked only after the client
works with the new one.
- Agent access map: create-token policy note and a new reveal entry.
- Evals `gateways-profiles.create-gateway` and
`gateways-profiles.rotate-token`:
- Remove the keyword grader (`human|operator|admin|manage`) and the
handoff text checks. Grade saved state, rendered links and secret
absence. A plain reply or a question card is accepted.
- Remove the setup probes that called the create routes as the agent.
Under delegated authority, those probes created a real gateway
("Forbidden agent gateway"), which failed create-gateway before the
agent ran.
- create-gateway: exactly one gateway for the intended profile and
company, created by the agent (or by the person after a handoff); the
person opens it from a rendered link; attribution matches the creator;
any agent-created token is still pending reveal; no token value in chat,
cards or run events.
- rotate-token: after the agent's turn, both setup tokens still work and
any replacement the agent created is pending the person's reveal; the
person follows the rendered Tokens page link and reveals (or issues) the
value in a private browser; the new value works before the old token is
revoked; the unrelated client keeps access; no token value appears
anywhere, including a regex scan for any full `pcgw_<id>.<secret>`
value.
- The changed scenario context and outcomes are recorded in
`chat-full-catalog-testops-manifest.json` `changedFields` and pinned in
the manifest test. The inventory digest, descriptors (`oracleVersion`
v2, `sourceFiles`) and SDK public input pins are updated. The unused
`external-gateway-handoff.ts` module is removed.
- Fixture realism: the create-gateway profile now allows a real read
tool (an empty profile made the agent ask which apps to add instead of
finishing), and the rotation tokens get a neutral owner note instead of
"Disposable rotation fixture" (the agent read that note as an eval
hint).
- Shared private-browser helpers (`external-private-browser.ts`,
`external-private-browser-worker.ts`) get one optional `pendingTokenId`
input and one `revealedPending` receipt field.

## Verification

- Red: on `master` route code, the new integration tests `lets agents
create and revoke gateway client tokens without ever receiving a token
value` and `reveals an agent-created gateway token value only to its
responsible person` fail (403 `gateway_token_requires_person`).
- Green: `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts -t gateway` (25
passed). The test checks that the agent `call_api` result has no `token`
field and no token-shaped value, that the agent cannot reveal, that the
person reveals once (second reveal 409) and the value authenticates,
that agent revoke works and stops the value, that a token revoked before
reveal never gets a value, and that person create still returns the
value.
- `npx vitest run src/__tests__/tool-gateway.test.ts
src/__tests__/openapi-routes.test.ts
src/services/native-runtime/runner-api.test.ts` (2247 passed).
- `cd ui && npx vitest run
src/pages/apps/gateways/panels/TokensPanel.test.tsx
src/pages/apps/gateways/gateway-helpers.test.ts` (16 passed); `pnpm
check:token-gates` clean.
- Eval graders and catalog: `pnpm exec vitest run --config
tests/runner-e2e/vitest.config.ts` on the gateway oracle tests,
`external.test.ts`, catalog consistency/contract, TestOps
export/retained, phase/clock callers and SDK input/type tests (all
pass); `node --test` on the TestOps manifest, adapter, contract,
streaming and reconcile tests (all pass); `node
tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`
(unchanged).
- `node scripts/check-maps.mjs` passes. `tsc --noEmit` for `server`,
`ui` and `tests/runner-e2e`: no errors in changed files.
- Paid end-to-end run of both eval cases, run
[42872921890](https://github.com/paperclipai/paperclip/actions/runs/42872921890)
on 39f38a7f6c (before the last three commits): both FAILED, for
agent-behavior reasons the later commits address. Not rerun yet.
- rotate-token: the agent created the replacement (pending reveal, no
value), then revoked the old token in the same turn, despite the create
response saying to wait. Its reasoning cited the eval-looking fixture
note. The grader rejected the premature revocation. The reply linked the
Tokens page correctly.
- create-gateway: the agent created the gateway and one pending token,
then asked a question card about which apps to add to the empty profile,
with no link to the gateway. The grader rejected the missing link.
- Token values: a scan of all evidence files of both cells found no full
`pcgw_<id>.<secret>` value and no `pcgw_<uuid>` form. Agent `call_api`
payloads in run events are redacted; the integration test proves the
agent tool result has no value.

## Risks

- Behavior change for agents: token create returns metadata and a Tokens
page path, not a value. Agents that expect `token` in the response must
send the person to the Tokens page.
- Migration adds one boolean column with a default. Existing tokens get
`false` and keep working.
- A pending token that is never revealed stays as an unusable row until
someone revokes it. It cannot authenticate.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 15:13:34 -06:00
DottaandClaude Opus 5.5 2e6850e745 perf(task-chat): open tasks from a preloaded cache and cold tasks in one request (#20592)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People open tasks from task lists, the Inbox and the sidebar many
times each hour
> - A task's chat shows its first frame only after about seven separate
reads finish
> - #20355 added one batched `chat-bootstrap` read that returns all of
these reads. #20450 used it only for the sidebar's Recents
> - The hosted database is CPU-bound, so the UI must open tasks faster
and must also send fewer requests
> - This pull request uses the bootstrap for task lists, for open intent
on any task link, for cold opens and for a hard load of a task URL. It
shares one coordination module between all of these paths
> - The benefit is that a task opens from cache more often, a cold open
sends one chat request instead of about seven, and the first content
paint comes sooner

## Linked Issues or Issue Description

Refs #20355 (server read that this pull request consumes). Refs #20450
(Recents preload, now on the shared path).

**Is your feature request related to a problem?**
A click on a task in a task list waited for about seven separate chat
reads. The default task list (Coordinator) had no preload at all. A
press or a resting hover on a task link sent the same seven reads, and
the page then sent a second set. A hard load of a task URL started its
chat reads only after the JavaScript bundle and the company list loaded.
Sidebar project task links had no open-intent prefetch.

**Describe the solution you'd like**
Use the single `chat-bootstrap` read everywhere a task is about to open.
Let the page's gating reads share a bootstrap that is in flight instead
of sending their own requests. Keep the core issue read separate so the
header does not wait for the larger read.

**Describe alternatives you've considered**
Preload 30 rows per list in three requests (the first prototype). Each
task costs the server about fifty queries, and a resting hover warms any
other row before the click, so this change preloads 10 rows in one
request.

## What Changed

- `ui/src/lib/issue-chat-bootstrap.ts`: one module decides when to send
a bootstrap and lets page reads share it (`readFromIssueChatBootstrap`).
Seeding uses the existing `issueChatBootstrapCache` (replace-style reads
are refreshed when newer, merge-style reads are filled only when empty,
other companies are ignored). It skips tasks that are loading, loaded in
the last 30 seconds, or already fresh in cache, under the id or the
identifier. It never aborts a request in flight, so a click that
unmounts the list still uses the answer. Each request is bound to the
account that sent it; a request sent before the first session read is
bound to the first account the session reports, and a sign-out revokes
it. A page read shares a bootstrap only while its key holds no data (a
refresh after a write always reads the server), and waits at most 5
seconds for it. Every ref of a task (id and identifier) is tracked at
request start. Entries expire after 30 seconds.
- Task lists preload the chat of their top 10 rows in one request, after
the list's own reads settle and the browser is idle
(`usePreloadTaskChats`, `when-page-settles.ts`): the Coordinator task
list (`TaskList` with `preloadCompanyId`), the streamlined and legacy
issues lists and the streamlined Inbox. Recents now uses the same path,
so a task in both places loads once. A list that stays open preloads
each task at most once in five minutes: live events (#20563's lanes)
keep a preloaded task's cache current or mark it stale, and a stale key
is read from the server, never from an older bootstrap. All seeded keys
are per-task keys on the fast live lane, not the ambient lane.
- Open intent (press, click, resting hover or focus) on a task with no
chat history in cache warms it with one bootstrap request instead of six
separate reads (`prefetchIssueDetailForNavigation`). A task seen before
still refreshes its cached reads one by one.
- A cold open starts one bootstrap. The gating reads (recent comments,
activity, runs, input facts, interactions, attachments, live runs,
active run) wait for it instead of sending their own requests. The core
issue read stays independent.
- A hard load of a task URL starts `GET /api/issues/:ref/chat-bootstrap`
from the inline preload script, in parallel with the JavaScript bundle.
The page adopts that answer.
- Sidebar project task links (Coordinator sidebar) get the same hover,
press and focus warming as Recents and `IssueLinkQuicklook`.
- Tests: unit tests for the coordination module, Recents, `TaskList`
preload, sidebar warming and the cold-intent path. A new layout journey
checks that a task the Inbox preloaded reveals once at its latest
message without reading its chat again. Journeys that hold one separate
read now also hold or fail the bootstrap. The Inbox reveal journey held
a read that the chat no longer sends on open (it was flaky on master
too), so it now holds the recent comment window.
- The perf harness gains `PAPERCLIP_ISSUE_PERF_LIST_DWELL_MS` and the
README documents it.

## Verification

Measurement setup: production UI builds of master (`e01fe7f84a` and the
earlier base `8d2bf78323`) and of this branch, served by one local
server with `PAPERCLIP_UI_DEV_MIDDLEWARE=false` and embedded PostgreSQL.
Only `index.html` changed between variants (both asset sets were
present), so the server, database and seeded task were the same. Four
rounds of the issue-detail harness, with master and branch alternated in
each round: 20 pairs per S1 cell, 40 per S2 cell. The host was shared
with other agents (load average 16 to 43), so the spread is large.

Content paint (the task is readable), median paired delta, branch minus
master:

| Scenario | Profile | Pairs | Content paint | Branch faster in | API
requests before content (master / branch) |
|---|---|---:|---:|---:|---:|
| S1 preloaded click (dwell 1500 ms) | unthrottled | 20 | -45 ms | 15/20
| 25 / 18 |
| S1 preloaded click (dwell 1500 ms) | Fast 4G, 4x CPU | 20 | -23 ms |
13/20 | 26 / 18 |
| S1 click, no dwell | unthrottled | 20 | -51 ms | 15/20 | 25 / 18 |
| S1 click, no dwell | Fast 4G, 4x CPU | 20 | -21 ms | 12/20 | 26 / 18 |
| S2 cold deep link | unthrottled | 40 | -61 ms | 28/40 | 54 / 40 |
| S2 cold deep link | Fast 4G, 4x CPU | 40 | -129 ms | 29/40 | 47 / 39 |

Medians (p25 to p75), content paint in ms: S1 dwell unthrottled 295
(283-315) → 248 (217-276). S1 dwell Fast 4G 1133 (1114-1226) → 1093
(853-1176). S1 no dwell unthrottled 295 (277-328) → 260 (233-332). S1 no
dwell Fast 4G 984 (842-1196) → 923 (816-1110). S2 unthrottled 1002
(677-1235) → 896 (619-1280). S2 Fast 4G 4643 (4155-5061) → 4516
(4298-4894).

Header paint is neutral to slightly later in two cells: S1 dwell
unthrottled +39 ms (3/20 faster) and S2 Fast 4G +56 ms (17/40). In those
cells the header now paints in the same frame as the content. In the
first two rounds, the median gap from header to content fell from
105-157 ms to 29-74 ms unthrottled and from 557 ms to 298 ms for S2 on
Fast 4G. Other header cells are -27 to +1 ms.

The local server answers each read in a few milliseconds, so the network
wait that the preload removes is small here. The request count is the
stable result: a cold open sends one chat request instead of about
seven.

List page: the preload request starts after the first task row is in the
DOM (64 ms after it unthrottled, 200-280 ms after it on Fast 4G, page
clock). Time to the first visible row, 30-task list: unthrottled master
1863 ms vs branch 1563 ms (6 pairs, branch faster in 5). Fast 4G master
3626 ms vs branch 3727 ms (14 pairs, branch faster in 6, mixed signs).
The preload starts after the row paints, so it cannot delay it; the Fast
4G difference is noise. One 10-task bootstrap took 78-162 ms on the
server.

Checks run:
- `pnpm exec vitest run` for the bootstrap, cache, prefetch, Recents,
sidebar, quicklook, `TaskList`, issues list, Inbox, issue detail and
Coordinator tests: 18 files, 646 tests pass.
- `pnpm exec tsc -p ui/tsconfig.json --noEmit`: clean, except missing
generated Storybook catalog files that this change does not touch.
- `pnpm check:token-gates`: clean.
- `tests/e2e/task-loading-frame.spec.ts`,
`disconnect-resilience.spec.ts` and `connection-reviews.spec.ts`
(production build): 21 passed, 1 skipped.
- `tests/perf/issue-detail/layout-stability.spec.ts` and
`plan-startup.spec.ts` against the production build: all pass. The Inbox
reveal journey and the new preloaded journey passed 4 of 4 repeats each.
- `pnpm verify` asks for broader CI coverage because an e2e spec
changed.

## Risks

- More server work for list views: one bootstrap of up to 10 tasks per
list visit (about fifty queries per task), skipped for tasks already
loaded in the last 30 seconds. It runs only after the page's own reads
settle and the browser is idle, and only while the tab is visible.
- A resting hover on a never-opened task now sends one bootstrap instead
of about six reads. The server work per task is about the same; the
request count is lower.
- If a bootstrap fails, each page read falls back to its own request.
The fallback is slower than before for that one open (the reads start
when the page mounts, not at the press).
- The header can paint a few tens of milliseconds later in the same
frame as the content when everything is cached.
- An answer that arrives after a sign-out or account change is dropped.
An answer for another company is ignored.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, Playwright runs).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 14:26:27 -06:00
DottaandClaude Opus 5.5 9b21dcbdda refactor: remove SPEC docs and repoint spec citations (#20565)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Contributors and agents read the docs under `doc/` before they
change code
> - `doc/SPEC.md` and `doc/SPEC-implementation.md` were out of date.
`doc/SPEC-implementation.md` became an append-only log: in 60 days it
got about 1,645 new lines and lost 181, across 140 commits
> - #20557 changed `AGENTS.md` so the code and its tests are the source
of truth, and the specs are only background
> - This pull request removes the two spec docs. It moves only the
sections that live code comments cite into focused docs, and it repoints
all other references
> - The benefit is one less stale document that agents read and append
to

## Linked Issues or Issue Description

Refs #20557 (merged). This PR is the follow-up that removes the docs. It
is based on `master`, which already contains #20557.

**Issue type**
Outdated content. The docs are out of date and conflict with the code.

**Where is the issue?**
`doc/SPEC.md`, `doc/SPEC-implementation.md`, and the code comments and
docs that cite them.

**What's wrong?**
`doc/SPEC.md` and `doc/SPEC-implementation.md` are out of date, but
agents still read them and append a paragraph with each fix.

**Suggested fix**
Delete both files. Move the sections that code cites into focused docs.
Repoint the references.

## What Changed

- Deleted `doc/SPEC.md` and `doc/SPEC-implementation.md`.
- Moved these spec sections, because live code comments cite them:
- §9.3.1 "Shared default-open issue writes" → new section in
`doc/agent-permission-defaults.md`.
- §9.8.1 "Issue-thread interaction resolver contract" →
`doc/execution-semantics.md`, "Issue-thread interaction resolution".
That section already had most of the contract. I added only the missing
parts: the `supersedeOnUserComment` default, the canonical policy list,
the addressee and cap rules, the rule that surfaces show the server's
effective audience, and the cross-issue budget charge. The short policy
summary at the top of the section now points to the list, so the
definitions occur one time only.
- §9.9 "Task Watchdog Authority Contract" → new "Authority contract"
section in `doc/TASK-WATCHDOG.md`. It holds the allowed and disallowed
mutation lists and the deferred capabilities. The atomic recovery batch,
restoration verification, and interaction rules were already in
`doc/execution-semantics.md` §11, so the new section links there and
does not repeat them. I did not move the "Downstream acceptance
criteria" checklist or the sentence about the CTO and Security sign-off.
These were implementation-time notes; the tests now hold that coverage.
- §9.10 "Company Skill Policy Contract" → new
`doc/company-skill-policy.md`. No focused doc had this contract. I did
not move the "Required regression tests" phase checklist.
- Did not move any other part of the specs.
- Repointed code comments that cited spec sections:
- `packages/shared/src/issue-write-denial.ts` (§9.3) →
`doc/agent-permission-defaults.md`
- `server/src/routes/issues.ts` (§9.9) → `doc/TASK-WATCHDOG.md`,
"Authority contract"
- `server/src/routes/issues.ts` (§9.3, §9.8.1 cross-issue budget) →
`doc/agent-permission-defaults.md`
- `ui/src/lib/interaction-audience.ts` and
`ui/src/components/InteractionGovernancePanel.tsx` (§9.8.1) →
`doc/execution-semantics.md`
- `ui/src/lib/skill-policy-denial.ts`, `ui/src/pages/CompanySkills.tsx`,
`ui/src/pages/CompanySkills.production.tsx`,
`ui/src/pages/SkillStudio.tsx` (§9.10) → `doc/company-skill-policy.md`
- `server/src/services/recovery/ownership-invariant-report.ts` (monitor
deadline wait path) → `doc/execution-semantics.md` §8. That section
already lists the one-shot monitor as a valid wait path.
- Resynced the git blob pin for
`packages/shared/src/issue-write-denial.ts` in
`tests/runner-e2e/source-sdk-public-inputs.json`. The comment edit
changed the file's hash, and the Runner support suite checks that pin. I
used `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD>
--write`; only that one pin changed.
- Updated `AGENTS.md` §1 so it does not name the deleted files.
- Removed the links to the deleted files from
`doc/plugins/PLUGIN_SPEC.md`.
- Updated the `doc-maintenance` agent skill
(`.agents/skills/doc-maintenance/`) so it no longer audits or stages
`doc/SPEC.md`.
- Removed or replaced references in `maps/README.md`,
`maps/feature-map/README.md`, `maps/storybook-map/README.md`,
`doc/PRODUCT.md`, `doc/CLIPHUB.md`, `doc/DEPLOYMENT-MODES.md`,
`doc/DEVELOPING.md`, `doc/evals.md`, `doc/spec/agent-runs.md`,
`doc/AGENTCOMPANIES_SPEC_INVENTORY.md`,
`doc/connections/CONNECTOR-PLAYBOOK.md`,
`doc/plugins/ideas-from-opencode.md`, `doc/execution-semantics.md`,
`doc/TASK-WATCHDOG.md`, and `.devin/wiki.json`.
- In `doc/execution-semantics.md`, the "admission is independent of
cleanup and accounting" reference now states the rule inline: only a
hard stop, an explicit pause, or an inactive company refuses admission.
- Kept these references as they are: dated plans in `doc/plans/` and
`docs/plans/`, the dated log
`doc/logs/2026-05-24-cli-api-parity-e2e-log.md`, `releases/`, the
transcript fixture `ui/src/fixtures/runTranscriptFixtures.ts` (it uses
the filename only as sample text), and
`docs/specs/external-task-protocol.md` (it refers to the Symphony
project's own `SPEC.md`).

## Verification

- `git grep -n "SPEC-implementation\|SPEC\.md"` (without `releases/`,
and ignoring `PLUGIN_SPEC.md` citations) finds only the kept references
listed above.
- `grep -rn "§9\.\(3\|8\|9\|10\)" ui/src server/src packages/shared/src`
finds no results.
- `node scripts/check-maps.mjs`: "Maps aligned: 35 areas, 192 capability
IDs".
- `pnpm check:token-gates`: "All gates clean".
- `pnpm exec vitest run --config tests/runner-e2e/vitest.config.ts
tests/runner-e2e/source-sdk-public-type.test.ts
tests/runner-e2e/source-sdk-evidence.test.ts`: 45 passed. These failed
in CI before the pin resync.
- `pnpm verify`: exit 2 ("Broader verification required") because
`AGENTS.md` is a global CI input. Required CI supplies the broad
coverage for this revision.
- All code changes are comments only. No runtime behavior changes. The
title uses `refactor:` because comments in source files changed.

## Risks

- Low risk. The change removes docs and edits comments only.
- A reader can lose context from spec sections that I did not move. The
text stays in git history. The code and its tests are the source of
truth.
- External links to the two deleted files will return 404.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), in Claude Code with
tool use (shell, file edits). Standard context window.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 13:07:59 -06:00
DottaandClaude Opus 5.5 d82e5efeb9 perf(ui): cut repeated reads while a task is open (#20563)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps an open task current with a shared company
websocket and with polling fallbacks
> - In a busy company, one open task sent 35 to 60 API requests in 17
seconds, and each request waits on the database
> - Most of these requests were repeated reads: task summaries 22 times,
the task run list 11 times, task browsers 6 times, and the 60 KB agent
list 6 times
> - The cause is not the open task. Other agents' run and task events
invalidate company-wide lists on every 300 ms batch, and the task view
polls runs and browsers on fixed intervals even while the websocket is
open
> - This pull request spaces company-wide refreshes, and it lets the
websocket replace run and browser polling while it is connected
> - The benefit is about 79% fewer reads from an open task in a busy
company, with the same polling fallback when the connection is down

## Linked Issues or Issue Description

Refs #17608
Refs #9627

**What happened?**

An open task in a busy company sent the same reads again and again. In
one 17-second visit, the UI requested `issues/summaries` 22 times, the
task live runs 11 times, the task browsers 6 times, and the company
agent list 6 times. The company live runs and the task's child lists
(`parentId`, `createdFromIssueId`, `descendantOf`) were requested 2 to 3
times each.

**Expected behavior**

A busy company must not make an open task refetch company-wide lists on
every event batch. While the live connection is open, the UI must use
events, not fixed fast intervals, for task runs and browsers. The UI
must keep its polling fallback when the connection is closed.

**Steps to reproduce**

1. Open a task in a company where other agents run work.
2. Keep the task open for 17 seconds.
3. Count the API requests in the browser network panel.

**Paperclip version or commit**

Based on master at bd30ef8510.

## What Changed

- `ui/src/lib/query-invalidation-batcher.ts`: Add a minimum spacing
option to the invalidation batcher. A quiet lane flushes after the
normal batch interval. A busy lane flushes at most once per spacing
window. Add `createLaneRoutingBatcher`, which sends each invalidation to
one of two batchers by query key.
- `ui/src/context/LiveUpdatesProvider.tsx`: Route company-wide keys to a
5-second ambient lane. These keys are task lists and summaries, the
agent list, heartbeats, company live runs, sidebar badges, the
dashboard, costs and the company activity feed. All other keys, such as
task detail, comments, task runs and browsers, keep the 300 ms lane.
- `ui/src/lib/live-runs-cache.ts`: While the company connection is open,
a successful active run list or active run polls every 15 seconds
instead of every 1 or 3 seconds. Run lifecycle events already refresh
these queries, and progress events patch them.
- `ui/src/hooks/useTaskBrowsers.ts`: While the company connection is
open, stop browser polling when no browser can change state. Keep the
3-second poll for a starting, running, idle or stopping browser, and
when the connection is closed. The two callers pass the task's company.
Socket open and reconnect already reconcile this active query.
- `ui/src/lib/task-browsers-refresh.ts` and `LiveUpdatesProvider.tsx`:
On `browser.*` activity for a task, refresh that task's browser list. If
a read is in flight, one shared follow-up read runs after it settles, so
an older empty result cannot stop polling. Two views of the same task
share that follow-up. A list that no view observes becomes stale, so a
returning view reads it. When the connection opens or resyncs, each
browser list with a read in flight also gets one follow-up read, because
missed activity is not replayed.
- `doc/DATABASE.md`: Document the ambient lane and the new polling
contract.
- Tests: Add a fan-out test that replays a busy-company event stream for
17 seconds against an open task, plus unit tests for spacing, lane
routing, key classification, the run interval and the browser interval.
Update the recovery test for the connected active-run interval.

## Verification

Request count over a fixed 17-second open window
(`ui/src/context/LiveUpdatesProvider.fanout.test.ts`). The test mounts
the reads that an open, running task keeps active. It replays a busy
company: one run status event every second and one task activity event
every 0.7 seconds, none for the open task. Fake timers make each run
deterministic, so the spread is zero. The baseline used the same test
with master's batcher, run interval and browser interval.

| Read | Before | After |
| --- | ---: | ---: |
| Task summaries (sidebar) | 24 | 5 |
| Company agent list | 17 | 5 |
| Company live runs | 17 | 5 |
| Child list: parent | 24 | 5 |
| Child list: created from | 24 | 5 |
| Child list: descendants | 24 | 5 |
| Task live runs | 18 | 2 |
| Task browsers | 6 | 1 |
| **Total** | **154** | **33** |

The baseline numbers match the staging capture well (summaries 22,
browsers 6).

- `pnpm exec vitest run src/context/LiveUpdatesProvider*.test.*
src/lib/live-runs-cache.test.ts
src/lib/query-invalidation-batcher.test.ts
src/hooks/useTaskBrowsers.test.ts src/lib/task-browsers-refresh.test.ts
src/hooks/useTaskPluginPanels.test.tsx
src/components/task-side-panel/TaskSidePanel.test.tsx
src/pages/IssueDetail.test.tsx` (in `ui/`): all pass.
- `pnpm exec tsc --noEmit -p ui`: no errors in `ui/src`.
- `pnpm check:token-gates`: clean.
- Tests also prove these cases:
- With the connection closed, task runs still poll every second and
browsers every 3 seconds.
- With a quiet company, one event refreshes the summaries and child
lists after one normal batch.
- `browser.started` on the open task refreshes its browsers. The same
event on another task does not.
- A browser that starts during a slow empty read appears after that read
settles (`ui/src/lib/task-browsers-refresh.test.ts`). This test fails
when the refresh joins the older read.
- Two views and repeated events during one read cause one follow-up
read. This test fails without the shared queue.
- A list cached while the task was closed is read again when a view
returns.
- A connection that opens during an older empty browser read causes one
more read, so a browser that started while the socket was closed
appears. This test fails without the follow-up.
- Task detail, comments, task runs, browsers, attention and another
company's keys stay on the fast lane.
  - An unrecognized active result keeps the fallback interval.

This is a local request-count proof. It does not include a timed browser
journey on a deployed instance.

## Risks

- Company-wide lists refresh at most once every 5 seconds from live
events, so they can be up to 5 seconds late. After 5 quiet seconds, an
event refreshes them in about 300 ms. Own mutations invalidate their
queries directly, so they do not wait.
- An active task run refreshes from events. Fields without an event,
such as output silence, can be up to 15 seconds late while the
connection is open. Reconnect still reconciles missed events.
- A browser that appears without activity is not shown until the next
activity or reconnect. Every browser lifecycle step logs activity on the
task, so this case is not expected.
- No server, schema or API change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, with tool use and code
execution in Claude Code.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-10 11:01:53 -06:00
DottaandPaperclip cac82ed4d9 fix(ui): show parent tasks in responsive breadcrumbs (#20366)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Tasks can have a parent task.
> - The task header does not show that parent in its navigation path.
> - On a phone, the header removes the task path and shows only the
current title.
> - Long parent and current titles must share the available space.
> - This pull request adds a parent link and limits each displayed task
title to 48 characters.
> - People can move to the parent and keep the current task number in
view.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The navigation path in a task header.

**Current behavior**

The global path omits the parent. The phone header shows only the
current task. Long parent titles cannot share the row safely.

**Proposed behavior**

Show the immediate parent before the current task. Limit each displayed
title to 48 Unicode code points, with an ellipsis. Limit the parent to
40% of the row. On phones, remove the collection link and parent number
so both titles and the current task number fit.

**Reason and benefit**

People can see the task context and open its parent. Full titles stay in
hover text and accessible names. Private parents have no link.

Related: #9302 adds project navigation. This change adds task parent
navigation.

## What Changed

- Add the immediate parent from the existing authorized ancestor
response to the global task path.
- Make parent and current titles shrink. Apply a 48-character display
limit without changing stored titles.
- Keep the current task number visible on phones. Keep private parent
labels noninteractive.
- Add ten Storybook scenarios with the production header. Cover linked
parents, long titles, phone widths, tablet width, dark theme, standalone
tasks, Mine source, and private parents on desktop and phones.
- Add regression tests and document the layout rules in DESIGN.md.
- Keep the source collection and filters when people follow the parent
link. Cover route state, stored state and legacy query links.
- Use the existing noninteractive lock chip for private parents. Hide
its parent number on phones. Refresh its control key when an open task
changes screen size. Both regressions failed before their fixes and pass
after them.
- Refresh the SDK public source registry after the master update. The
existing helper keeps all runtime and dependency pins unchanged. This
repairs three support tests that failed on stale master source
identities.

## Verification

- Focused UI tests: `pnpm exec vitest run
ui/src/components/BreadcrumbBar.test.tsx
ui/src/pages/IssueDetail.test.tsx` — 280 passed.
- UI typecheck: `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm build-storybook` — passed.
- `pnpm check:token-gates` — passed.
- Catalog checks and 30 map/catalog tests — passed.
- Chromium: all ten scenarios rendered with no page errors. Story play
functions finished. Checked 1440, 768, 390 and 320 pixel widths,
keyboard parent navigation, private parent links, title limits and
horizontal overflow.
- Private-parent browser check: resize an open task from 1440 to 320
pixels and back. The chip changes from the parent number to Private and
back. It remains noninteractive.
- Screenshots were captured in light and dark themes. They are task
evidence and are not committed.
- This verifies the header with fixture data and the page wiring with
mocked APIs. It does not claim live backend authorization or a pixel
baseline comparison. The static server returns 404 for optional shell
context reads. After keyboard navigation, destination task reads also
return 404 because the preview has no task backend. The header renders
and all play checks pass.
- Case discovery and OpenAPI tests: 47 passed.
- Current head: `e7a1ada02e75e9b2cbd5f6076ad6c113954f3a4b`. [CI run
42834603680](https://github.com/paperclipai/paperclip/actions/runs/42834603680)
passed. All 61 head check runs are complete: 58 passed and three
conditional jobs were skipped. The legacy Snyk status passed.
[Greptile](https://github.com/paperclipai/paperclip/pull/20366#issuecomment-6751938924)
reviewed this head at 5/5 with no actionable findings. All four inline
review threads are resolved.
- After the master update: all 280 UI tests, UI typecheck, token gates,
Storybook build, 30 catalog tests and ten Chromium stories pass. All six
screenshots match the saved images byte for byte.
- SDK and process support checks: 105 tests pass. The source pin helper
has eight passing tests. The three SDK failures reproduced before the
registry refresh and passed after it. The helper check reports no
remaining source drift and no runtime pin changes.
- The earlier case discovery failure reproduced before the summary
correction and passed after it. All server shards passed on the next
head. That CI run failed one unchanged Rust process-reaping test: its
owned tool stopped, but two unattributed orphan processes blocked
verification. The earlier CI run passed the same Rust inputs. Cross-test
process interference is possible; the historical log does not prove the
cause. The next CI run passed Rust. That run failed three SDK checks on
stale master source pins and one process inspection check. The source
pin repair is in this head. The process check passes locally, but the
earlier process inspection failure remains unexplained.
- The same prior run failed the cohort migration resume test. Its upload
barrier releases after five seconds; maximum uploads were seven and
three in the two attempts, below eight. Three server files also exceeded
the 180-second file budget. These test inputs come from master. A local
attempt could not reproduce that CI assertion because its child Git
command failed in this execution environment. Fresh CI 42834603680
passed these paths, including every server shard and Runner support. No
test or process safety check was weakened.

## Risks

- Breadcrumb titles display less text. Hover text and accessible names
retain the full title.
- The global path shows the immediate parent. People can follow parent
links through a deeper task tree.
- The shared breadcrumb component also serves other pages. Existing
header and agent-switcher tests pass.
- No schema, API behavior or stored title change.
- SDK source identities must match the integrated source. The registry
change uses the existing helper and preserves all runtime and dependency
pins.

## Model Used

- OpenAI Codex, based on GPT-6. The exact runtime model ID and context
window size are not exposed. Used reasoning, repository tools and
Chromium verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 08:54:39 -06:00
f4337bb5fb test(evals): land the chat catalog eval harness on master (#19614)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The chat-feature evals measure whether agents complete real chat
requests through the product
> - The chat catalog eval harness and its repairs live on the
`chat-eval/master-candidate` branch, not on master
> - Today's work made 139 of 242 chat evals pass in verified single-case
live runs. Each product fix landed on master as its own pull request
> - The eval-side changes (setups, graders, fault seams, evidence
capture) still exist only on the candidate
> - This pull request lands the harness on master. Master stays the
source of truth for product behavior
> - The benefit is one tree: evals run against master commits, and
product fixes reach the evals as soon as they merge

## Linked Issues or Issue Description

Refs #19441, Refs #19599, Refs #20270, Refs #20334, Refs #20342, Refs
#20344, Refs #20354, Refs #20360, Refs #20373, Refs #20382, Refs #20409

**What existing behavior does this improve?**
The chat catalog eval harness and the product it evaluates live on a
long-running branch outside master. Eval fixes do not reach master, so
master-based eval runs use old setups and graders.

**Subsystem affected**
`tests/runner-e2e` chat catalog harness, plus a small set of product
changes that exist only on the candidate.

**Proposed change**
Land the harness on master. Every product fix from this eval work
already merged to master as its own pull request. Conflicts keep
master's product behavior.

## What Changed

- Most of the diff (808 of 851 files) is under `tests/runner-e2e/`:
chat-catalog domains, scenarios, descriptors, the TestOps manifest,
private evidence tooling, and their tests.
- Graders now check saved state, setup literals and rendered or clicked
links. Many keyword and regex checks on free-form replies are removed.
Each changed grader has a bumped `oracleVersion` and calibration tests
(a valid reply, a reworded valid reply, and broken variants that must
fail).
- The shared link helper `hasLink` no longer treats a list link (for
example `/COM/issues?view=mine`) as a link to every task without a URL
key.
- Setup fixes build real state through supported product routes: routine
history, agent grants through the board grant route, budget holds with a
real cap, and a storage-layer archive fault for
`inbox-search.archive-partial-failure`.
- Browser boundary journeys (sign-in, chat-disabled, onboarding) now
write the standard pass evidence files.
- Retargeted cases, approved by the maintainer:
`agent-chat.chat-disabled` (Conference Room gate),
`agents.restore-instructions` (no saved instruction history),
`access.manage-membership` (member permission edits stay board-only).
- The private evidence trusted files (`manual-private-handoff.ts`,
`manual-private-retention.ts`, `manual-private-report-assets.ts`) are
byte-identical to master.
- Product files outside `tests/` (43 files, +1,328 −49) carry
candidate-only changes that master does not yet have. Most are tests.
The main code changes are in `request-human-input.ts`,
`heartbeat-run-summary.ts`, `native-completion-feedback.ts`,
`native-run-finalizer.ts`, `openapi.ts`, `secrets.ts` and
`IssueChatLongThreadPerf.tsx`.

## Verification

- `pnpm vitest run chat-catalog-domains chat-catalog-contract.test.ts
chat-catalog-consistency.test.ts unit-launcher.test.mjs
--testTimeout=180000` in `tests/runner-e2e`: 269 files pass, 3,550 tests
pass.
- `node --test chat-full-catalog-testops-manifest.test.mjs`: 10 pass.
- `node tests/runner-e2e/source-sdk-public-inputs.mjs <HEAD> --check`:
no change.
- `tsc` for `server` and `tests/runner-e2e`: clean.
- Live single-case verification: 139 of 242 cases passed on paid runs,
and a person read the saved evidence for each. These are single-case
runs, not one full-cohort run.

## Risks

- Large diff. Most of it is test-only, but the 43 non-test files change
product code paths. Review those files first.
- Some graders are now less strict on reply wording. A person must read
replies for meaning on those cases.
- 42 cases need disposable outside accounts (Notion, Slack, GitHub,
Daytona and others) and stay blocked. `access.invite-teammate` stays
failing until local agent isolation lands, because the runner's durable
state keeps a live invite token.
- The paid workflow compares the trusted private-evidence files with
master. They are unchanged, so this risk is low.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`), with tool use and code
execution, in Claude Code. Subagents used the same model.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-10 08:02:11 -06:00
DottaandClaude Opus 5.5 9a4a5066fa perf(inbox): stop optional reads from holding Mine rows hidden (#20407)
> Follows #20388, which merged to `master` as `50df9a19b9`. This branch
now includes `origin/master`, so its diff carries only this PR's change:
`ui/src/pages/Inbox.tsx`, `ui/src/pages/Inbox.test.tsx`,
`ui/src/api/approvals.ts` and `ui/src/api/access.ts`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page hides task rows until every inbox read finishes, including
reads that do not change the rows
> - A slow user directory, approvals or join-request read therefore
delays every task row, and a stalled read keeps the skeleton up
> - Loading is also a layout contract: content that arrives late must
not push visible rows down or reset keyboard selection
> - This pull request removes the user-directory gate where names only
fill row text, and bounds the approvals and join-request gates so a
failure or stall cannot hold rows hidden
> - The benefit is that a slow optional read no longer hides task rows,
and the rows still do not move when late data arrives

## Linked Issues or Issue Description

Refs #20388

**What existing behavior does this improve?**
The Mine inbox reveal gate waits for every source, including the user
directory, approvals and join requests.

**Subsystem affected**
Board UI inbox (`ui/src/pages/Inbox.tsx`).

**Current behavior**
If the user directory is slow, every task row waits for it, although
user names only fill text in the rows. If approvals or join requests
stall, the skeleton stays up until the request ends.

**Proposed behavior**
Rows reveal on session, experimental settings, `inbox/mine`, dismissals,
agents and projects. The user directory fills names in place. Approvals
and join requests can delay rows for one attempt of at most 10 s.

**Reason and benefit**
A slow optional read no longer hides the task list. A failed read shows
the existing "Some inbox items couldn’t load" banner with a retry
instead of a skeleton.

**Breaking changes**
None.

## What Changed

- User directory: it no longer gates task rows. It still gates rows when
they are grouped by assignee, because user names name and order those
groups.
- Approvals and join requests: they still gate rows (see "Kept gates"
below). The gate now covers only the first attempt (`isLoading &&
failureCount === 0`). That attempt uses a 10 s request timeout
(`INBOX_OPTIONAL_READ_TIMEOUT_MS`). After a failure or timeout, rows
reveal and the query retries in the background.
- Timeout notice: a timed-out approvals or join-request read is a
transient error, which the inbox hides. Once the app's retries end, the
inbox now shows the "Some inbox items couldn’t load" notice and "Retry
missing items" button for a `TIMEOUT` on those reads. Other transient
errors stay hidden as before.
- `approvalsApi.list`, `accessApi.listJoinRequests` and
`accessApi.listUserDirectory` accept optional `RequestOptions` (signal
and timeout). Other callers do not change.
- Tests in `ui/src/pages/Inbox.test.tsx` ("optional reads and the reveal
gate"):
- rows reveal while the user directory is pending, and keep their order,
their DOM nodes and the keyboard selection when it arrives;
  - assignee grouping still waits for the user directory;
  - a delayed approvals read holds rows (the kept layout guarantee);
- a failed approvals or join-request read reveals rows with the retry
banner and no skeleton;
- after one failed attempt, rows reveal while the approvals read
retries;
  - a stalled approvals read times out and reveals rows;
- approvals or join requests that keep timing out under the app retry
policy (`shouldRetryRequest`) show the missing-items notice and retry
button.

### Kept gates

Approvals and join requests stay in the gate. On Mine they sort in among
the task rows by time (`getInboxWorkItems`). A pending approval is
usually recent, so it sorts near the top. If it arrived after the rows
were visible, it would push every task row down by one row. I could not
reserve space for it, because the count is unknown until the read
returns, and an empty reserved slot would collapse and shift the rows
the other way. So I kept these two gates, and I bounded them so they
cannot hold rows hidden on failure or stall.

Keyboard selection already follows the selected row by key, so late data
does not reset it. The user-directory test checks this.

## Verification

Focused checks on this revision:
- `cd ui && npx vitest run src/pages/Inbox.test.tsx
src/api/access.test.ts`: all passed (91 Inbox tests).
- Red/green: with the #20388 versions of `Inbox.tsx`, `approvals.ts` and
`access.ts`, three new tests fail (user directory pending, retry after
first failure, stalled approvals). They pass with this change. The other
four pin guarantees that already held.
- Review fixes: the timeout-notice tests fail without `eb5d55da86` and
pass with it. `cd ui && npx vitest run src/pages/Inbox.test.tsx`: 94
passed.
- After merging `origin/master` (`54d73aef19`): `cd ui && npx vitest run
src/pages/Inbox.test.tsx src/api/execution-workspaces.test.ts`: 101
passed. `pnpm --filter @paperclipai/ui typecheck`: passed.
- CI note: on head `e438e16c80`, `ci / e2e shard (3/8)` failed in
`planning-mode-visual-verification.spec.ts` (the first task's
`task-chat-composer-mode` did not appear within 30 s). That journey runs
onboarding into the first task chat. It does not open the inbox or use
the changed reads, so I treat it as unrelated. The other 33 tests in the
shard passed. The new head reruns it. `pnpm check:token-gates`: clean.
- `pnpm verify --base perf/inbox-referenced-workspaces` selected 2,219
Vitest files because `ui/src/api/access.ts` is imported widely. I did
not run that broad set locally (the shared host was under heavy load).
Required CI supplies that coverage.

Performance (same local fixture as #20388: authenticated mode, non-admin
member, 8,750 execution workspaces, 38,750 tasks, production UI bundle,
headless Chromium, new context per run). The host load average was about
30–48 from other work, so I used alternating pairs.

| Scenario | #20388 | This PR | Median paired saving |
| --- | --- | --- | --- |
| No injected delay, 6 pairs | median 870 ms (747–1,922) | median 1,046
ms (795–2,002) | mixed signs, no measurable change |
| User directory delayed 3 s, 5 pairs | median 3,980 ms (3,852–6,048) |
median 1,096 ms (698–1,263) | 2,814 ms |
| Approvals stalled 20 s, 1 run each | 20,829 ms | 10,737 ms | — |

On this fixture the optional reads finish before `inbox/mine`, so this
PR does not change the normal cold load. It helps when an optional read
is slower than `inbox/mine`, for example under server load.

## Risks

- Low risk. The change only removes or bounds waits for reads that do
not decide row order.
- Assignee names can appear a moment after the rows on a slow user
directory. The rows keep their height and position.
- If approvals or join requests time out on every retry, the notice and
retry button appear. If they time out and later succeed, they insert
into the list after the rows are visible. This happens only in that
failure path.
- The 10 s timeout applies to these inbox reads only. Other pages that
read the same data do not change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 20:29:47 -06:00
DottaandClaude Opus 5.5 50df9a19b9 perf(inbox): read only the execution workspaces Mine rows reference (#20388)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox is the first page a board user opens to see the tasks
that need them
> - The page loaded the company's full execution-workspace summary list
and kept task rows hidden until that list arrived
> - On a company with thousands of workspaces, that read checks each
workspace row against the privacy predicate. It was the slowest request
on the page
> - The inbox needs workspace names only for the workspaces its rows
reference, and only when the view shows workspace data
> - This pull request adds an `ids` filter to the summary read, makes
the inbox request only referenced workspaces, and stops rows from
waiting for workspace data when the view does not show it
> - The benefit is that Mine rows appear when the task data arrives, and
the workspace read becomes a small bounded query

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The Mine inbox (`/:companyPrefix/issues?view=mine`) shows its task rows
late on companies with many execution workspaces.

**Subsystem affected**
Board UI inbox and the execution-workspace summary API.

**Current behavior**
The page calls `GET
/api/companies/:id/execution-workspaces?summary=true` with no filter. On
a large company this returned 8,758 rows (2.5 MB) and took 12.3 s on the
server. The reveal gate included this read, so rows appeared at 13.4 s
although `inbox/mine` arrived at 1.6 s.

**Proposed behavior**
The inbox requests summaries only for the workspaces its rows reference.
Rows appear when the Mine task data arrives, unless the view shows
workspace data.

**Reason and benefit**
The workspace read becomes a small bounded query, and it leaves the
critical path for the default Mine view.

**Breaking changes**
None. The `ids` parameter is optional and additive.

## What Changed

- `packages/shared`: add `executionWorkspaceSummaryIdsQuerySchema`
(comma-separated UUIDs, 1–100 distinct values) and
`EXECUTION_WORKSPACE_SUMMARY_IDS_MAX`.
- `server`: `GET /companies/:companyId/execution-workspaces` accepts
`ids`. Bad input returns 422. The service adds
`inArray(execution_workspaces.id, ids)`. The company scope and the actor
read condition still apply, so privacy does not change.
- `ui/src/api/execution-workspaces.ts`: `listSummaries` accepts `ids`.
New `listSummariesByIds` reads ids in chunks of 100 and concatenates the
results.
- `ui/src/pages/Inbox.tsx`: the workspace query is keyed on the sorted
distinct `executionWorkspaceId`s of the rows the inbox holds (Mine,
touched, context and remote search issues). It uses `keepPreviousData`
and runs only when isolated workspaces are on and at least one id
exists.
- Reveal gate: rows wait for the workspace read only when workspace data
changes what the rows show. This is workspace grouping, a visible
Workspace column, or an active search (workspace names are searchable).
Otherwise rows reveal without it.
- Tests: route ids pass-through and 422 cases (non-uuid, empty,
separators only, more than 100); service test for the id filter with
company scope and the read condition; UI api chunking test; Inbox tests
for "rows reveal while the workspace read is pending when no workspace
column or grouping is active", rows waiting when the Workspace column is
visible, and "shows the resolved isolated workspace name" with the
id-filtered call.

Follow-ups (not changed here, they still read the unfiltered list):
- `ui/src/pages/LegacyInbox.tsx:772`
- `ui/src/components/IssuesList.tsx:985`
- `ui/src/components/LegacyIssuesList.tsx:888`
- `ui/src/components/NewIssueDialog.tsx:570` (filtered by project and
reuse, but not by ids)

## Verification

Focused checks on this revision:
- `cd server && npx vitest run
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspaces-service.test.ts -t "summar|ids"`: 14
passed (embedded Postgres ran the service test).
- `cd ui && npx vitest run src/api/execution-workspaces.test.ts
src/pages/Inbox.test.tsx`: all passed.
- `pnpm --filter @paperclipai/server --filter @paperclipai/ui --filter
@paperclipai/shared typecheck`: passed.
- `pnpm check:token-gates`: clean.
- `pnpm verify` selected 2,481 Vitest files (the shared validator change
reaches most suites). I stopped it at a 25-minute limit on a heavily
loaded shared host. Before the limit, three server tests outside this
change failed: `agent-commentary-skills` (skill mount),
`agent-config-read-access` (24.8 s timeout) and
`agent-directory-working-copies`. Required CI supplies the full
coverage.
- Review fix `fc3f82dae0`: when workspace data is visible, the reveal
gate also waits while `keepPreviousData` supplies the previous id set's
summaries. A new test switches Mine → Recent to a new workspace and
checks the Recent row stays hidden until its workspace loads. It fails
without the change.
- Follow-up commits `bf34f84823` and `8fc743b5ca` add a 100-row Mine
test with a counted workspace id scan. It fails with the old `= []`
defaults and passes with the stable `NO_ISSUES` default.

Performance (local, synthetic fixture):
- Instance: isolated worktree instance, `authenticated` mode, signed in
as a non-admin company member so the real workspace privacy predicate
runs. Production UI bundle (`PAPERCLIP_UI_DEV_MIDDLEWARE=false`).
Headless Chromium 1440×900, a new browser context per run (cold HTTP
cache and cold query cache). macOS, Apple Silicon, with other local
sessions running.
- Fixture: 8,750 execution workspaces (each with a source task and a
privacy-source key), 38,750 tasks, 150 Mine tasks; the Mine snapshot
returns 100 rows that reference 100 workspaces.
- Finish event: the first `[data-slot="task-row"]` is in the DOM.

| Measurement | Before (`02bfe71a6b`) | After |
| --- | --- | --- |
| Cold time to rows, median of 7 | 1,209 ms (1,046–1,312) | 702 ms
(567–1,209) |
| Workspace summary read, server wait (time to first byte), median of 7
| 496 ms unfiltered, 2.0 MB | 18 ms with 100 ids, 22 KB |

The difference of medians is 507 ms. This is close to the unfiltered
read's wait on this fixture (about 550–590 ms in the browser runs). The
runs were sequential batches, not alternating pairs.

Limits: this fixture does not reproduce the 12.3 s server time seen on
the development instance. Here the unfiltered read cost 0.5–1.7 s and
grew with the company's task count. The browser gain on the original
instance should be close to that instance's unfiltered read time, but I
did not measure it there.

## Risks

- Low risk. The `ids` filter only narrows the existing query. It does
not change the read condition or the company scope.
- A row whose workspace is not readable by the actor shows no workspace
name, as before.
- When the Workspace column or grouping is visible, rows still wait for
the workspace read. That read is now small.
- When the id set changes, the query refetches all chunks. Before a view
first reveals, rows wait for the new summaries if workspace data is
visible. After that, the previous names stay visible while a refresh
loads.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edit, headless browser). Extended reasoning on.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 18:02:55 -06:00
DottaandClaude Opus 5.5 b184e40108 perf(ui): serve every project list from one includeArchived read (#20395)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI reads the company project list in many places: the
sidebar, starred projects, the command palette, the new-task dialog, and
archive-aware pages such as the Mine inbox
> - Active-only consumers read `GET /projects`, and archive-aware ones
read `GET /projects?includeArchived=true`, under two React Query keys
> - A Mine load therefore fetched the same large payload twice (580–590
KB each on our dev instance)
> - The two responses differ only by archived rows; the server's active
list is exactly the rows where `archivedAt` is null
> - This pull request makes every consumer share the
`includeArchived=true` query, and active-only consumers filter it with
`select`
> - The benefit is one project read per page instead of two

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Duplicate project list reads on page load.

**Subsystem affected**
Board UI project queries (`ui/src/lib/company-projects-query.ts` and its
consumers).

**Current behavior**
A cold Mine load sends both `/companies/:id/projects` (sidebar) and
`/companies/:id/projects?includeArchived=true` (inbox).

**Proposed behavior**
One `includeArchived=true` read serves both. Active-only consumers apply
`selectActiveProjects`.

**Reason and benefit**
The project list is one of the largest shell payloads. Reading it once
saves a large response on every page that has both kinds of consumer.

## What Changed

- New `companyProjectsQuery(companyId, { includeArchived? })` in
`ui/src/lib/company-projects-query.ts`. It always uses the
`includeArchived: true` key and fetch. For active-only use it adds a
stable, module-level `select` that keeps rows without `archivedAt`.
- 22 files that read the active list now spread
`companyProjectsQuery(...)`, and so do the plugin SDK project picker and
16 archive-aware pages that wrote the shared key and fetcher inline.
Their `enabled` and other options are unchanged. `OnboardingWizard`'s
one imperative read is unchanged. `pages/Inbox.tsx` already reads the
same key and fetcher, so it shares the entry without an edit.
- Invalidation: project mutations and live events invalidate
`queryKeys.projects.all(companyId)`, which matches the shared key. The
onboarding wizard invalidated the old active-only key; it now
invalidates `projects.all`.
- Tests: new `company-projects-query.test.tsx` (one request for both
consumers, correct filtering, and one refetch after `projects.all`
invalidation). Three existing tests (`CommandPalette`, `CompanyExport`,
`GitHubBotManagement`) now seed or expect the shared key.
- New browser check
`tests/perf/collections/shared-project-list.spec.ts`: after the Mine
inbox read completes, the page has sent no active-only project request.

## Verification

- `pnpm verify` passes.
- `ui`: the consumer suites (`CoordinatorSidebar`, `SidebarProjects`,
`SidebarStarredProjects`, `CommandPalette`, `NewIssueDialog`,
`AgentWorkPanels`, `CoordinatorNeedsYou`, `IssueDetail`,
`ProjectDetail`, `Projects`, `CompanyExport`, `ChatExecutionDefaults`,
`GatewaysList`, `Search`, `IssueProperties`, `persisted-query-cache`)
pass.
- Browser check:
`PAPERCLIP_COLLECTION_PERF_BASE_URL=http://127.0.0.1:<port> pnpm exec
playwright test --config tests/perf/collections/playwright.config.ts
shared-project-list.spec.ts`. It passes on this branch and fails on
`master`.

## Risks

- A page that needs only active projects now downloads archived rows
too. For most companies that is a small difference; the duplicate read
it removes is a full copy.
- The server does not order either list, and consumers sort for display,
so filtering on the client keeps behavior.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits, browser). 1M-token context window. Extended
thinking was off.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 17:42:47 -06:00
Dotta 98f49af70a feat: filter agents by model, status, harness, and connection (#20317)
Add shared filters to both All Agents layouts and views. Keep chart ancestors and bulk selections when filters hide agents. Use the same metadata for filter choices and table cells.

Add tests and update the filter journey and design guidance.
2026-11-09 14:21:38 -06:00
DottaandPaperclip 0e325e8d52 fix(runner): settle saved handoffs after verified shutdown (#20336)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent can save a question or approval handoff before its provider
stops.
> - A missing provider terminal notification does not prove that the
saved work failed.
> - Runner already verifies provider exit, event drain, tool settlement
and suspension.
> - This change uses that proof to settle the same saved handoff.
> - Unproven shutdown holds continuation and explains that the work is
saved.
> - Recovery must never repeat the completed work or allow overlapping
execution.

## Linked Issues or Issue Description

Refs #20330. That PR extends the Codex terminal drain window. This
change handles the separate case where no terminal arrives but the owned
shutdown can prove stopped execution.

**What happened?**

A native run saved a human handoff, accepted cancellation, and later
stopped its provider. The missing terminal notification still made the
attempt fail and show “Couldn’t finish this attempt.”

**Expected behavior**

Keep the saved handoff. Accept its yielded result after either an
authoritative provider terminal or verified shutdown of the exact
execution. If shutdown remains uncertain, retain the handoff and explain
the hold without offering a duplicate Retry.

**Steps to reproduce**

Save a governed wait, acknowledge interruption, and omit the provider
terminal. The new regression uses the real Runner binary and a
controlled Codex process. The old runtime rejects the handoff instead of
asking the existing shutdown owner to settle it.

**Deployment mode**

Native Runner with Codex. Local verification used macOS arm64 and Node
26.4.0. Hosted sandbox recovery has not been qualified.

## What Changed

- Add an optional driver shutdown-settlement operation. Runner returns
proof only after its existing stop, drain, tool settlement and
suspension barrier passes.
- Bind the receipt to the run, normalized session and turn. Persist it
with the saved wait and validate it during recovery.
- Complete the same yielded handoff after verified shutdown. Retire the
stopped session from warm reuse. Do not invent a provider terminal or
complete usage.
- Retain a named shutdown-pending condition under the existing bounded
same-run recovery policy. Preserve actual provider failures and
integrity failures.
- Show saved-work shutdown guidance in task and inbox presentation. Keep
genuine approvals authoritative and disable duplicate Retry.
- Document the completion and restart contract. The checkpoint field is
additive; older checkpoints retain the terminal-or-shutdown path.

## Verification

- Red: the new runtime regression failed against the original
implementation because verified shutdown was never requested. Server
presentation and error-classification regressions also failed before the
fix.
- Red: both inbox shutdown states showed generic text before the inbox
change.
- Green: Runner runtime, shutdown and harness-backend suites pass 301
tests. Tests cover missing terminals, failed stop proof, wrong identity,
cancellation, late proof, genuine provider failure, and restart after
receipt persistence. Recovery completes once without another model turn.
- Green: the native executor and task-presentation suites pass 1,371
tests. Execution projection, inbox and blocker presentation pass 125
tests. Two test-authoring mistakes were corrected: an integrity-error
text expectation and an assertion for a nonexistent projection field.
Their initial failures remain in local logs.
- Runner TypeScript and full server layered type checks pass. Token
gates and diff whitespace checks pass.
- Live provider acceptance: real Runner and Codex with gpt-6.1-sol, one
disposable local workspace, one tool call, and one deliberately dropped
terminal notification. The saved file, bound settlement receipt, one
accepted yielded result, one provider turn, confirmed provider exit and
suspended Runner all passed. The tool handler and persistence port were
controlled. This does not claim a full server or hosted journey.
- The full browser question-and-answer cell stopped before execution
because OPENAI_API_KEY was absent. No model work ran in that attempt.
Hosted sandbox recovery and the full browser continuation journey remain
unverified.
- `pnpm verify` returned exit 2 because the execution-spec change
requires broad CI. Required CI will supply that coverage; a full local
repository suite was not repeated.

- Review correction in `8553da244e`: a failed trailing-event write could
hide a provider failure. A new regression reproduced red, then passed
after all ordinary drain errors retained the named pending condition. No
settlement receipt or result can be accepted after that error. The live
missing-terminal check passed again on the corrected runtime.
- The real PostgreSQL control-plane regression and three existing
governed-wait controls pass. The new case persists one accepted yielded
result, a bound shutdown receipt, and the original pending human
question without a provider terminal.
- First CI revision `7c2cb9b1`: test-program typecheck found a missing
`PrpEvent` annotation in the new fixture. The annotation is fixed and
the Runner test-program typecheck passes. Runner support also timed out
in the unchanged `registered roots remain protected even when equal to
genuine public static bytes` case after 30 seconds. One unchanged local
diagnostic passed in 3.69 seconds overall. The hosted timeout cause
remains unknown; no timeout, fixture, or assertion was weakened.
[Original failed support
job](https://github.com/paperclipai/paperclip/actions/runs/42670851821/job/129346900133).

- Rebased onto the merged #20330 and current recovery changes. The
combined branch passes 1,402 executor/presentation tests. Both prompt
and 18-second provider terminals still pass. A warm session with no
terminal passes after the full 30-second drain and verified
stop/suspension. Its initial overly broad assertion rejected a
nonterminal turn event; the corrected assertion rejects every terminal
type. The rebased CI gate was cancelled before any runner or step
started; its cause is unconfirmed and it supplies no validation credit.
Final revision `b49ec5a144` starts fresh CI and review.

- Final-head CI attempt 1 failed before creating jobs. GitHub reports an
internal server error (correlation
`2c576b07-b67f-4179-a69f-74f7d99cd926`), followed by empty
runner-selection outputs for the aggregate jobs. One unchanged-commit
retry was requested; the initial admission failure remains recorded. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/42673159868).

- **Current blocker:** final head
`b49ec5a144e94e41e96e2508a79bd9aec91fe45a` has a fresh 5/5 Greptile
review and zero unresolved threads, but required CI is not complete.
GitHub reports an active [Actions and Checks API
incident](https://www.githubstatus.com/incidents/tp8cghg7tlc4). Attempt
2 ran only part of the full selected graph. Build, canary, Rust, sandbox
providers, admitted browser shards and other completed test jobs passed.
The E2E aggregate correctly failed because `policy` and `e2e_shards` had
`abandoned` results. Server shard 5/12 received a runner shutdown signal
at 18:36:55 UTC and its test step was cancelled; its job still reports
in progress. The shutdown cause is not established. The separate review
workflow had the same pre-execution internal-error class and passed one
bounded retry. No further retry was submitted during the incident.
Resume with the missing/cancelled coverage after GitHub recovers; do not
count the absent typecheck, Runner or support jobs as passes. [Failed
coverage
gate](https://github.com/paperclipai/paperclip/actions/runs/42673159868/job/129354318236),
[interrupted server
shard](https://github.com/paperclipai/paperclip/actions/runs/42673159868/job/129350854174).

## Risks

- A missing terminal can use one additional bounded shutdown interval.
Unknown shutdown still blocks continuation.
- Provider terminal and usage accounting keep their separate meaning.
The receipt proves stopped execution and settled tool outcomes, not
model success.
- Recovery rejects a foreign receipt, a later turn, an active turn with
a settled receipt, and an actual failed provider terminal.
- There is no database migration. Older checkpoint shapes remain
readable. Drivers without this optional proof retain a named pending
state.
- This PR does not deploy the fix or repair an existing hosted task.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools and local
code execution. The exact serving model ID and context window are not
exposed in this session. Live test inference used gpt-6.1-sol.

## 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
- [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>
2026-11-09 13:46:16 -06:00
Dotta a3e7e63330 Guard Native recovery with process-space proof and explicit containment (#19813)
## Thinking Path

> - Paperclip manages agents and their work.
> - Recovery must preserve execution ownership and accepted results.
> - A saved PID proves nothing outside its recorded process namespace.
> - Uncertain unfinished work must stay held until its original owners
stop.
> - Operators need a source-bound containment action and a separate
ordinary Retry.
> - Accepted results must use the existing finalizer without another
provider turn.
> - This PR keeps those paths safe, recoverable, and quiet between real
obligations.

## Linked Issues or Issue Description

Refs: #19713

Refs: #19591

Recovery could use a local PID to release or replace a controller from
another process namespace. Connected-chat Retry also rejected successful
containment on a task in `todo`. The new containment action used a
broader permission than the existing owner-stop action. A later review
found that result-less guards also rejected the existing accepted-result
confirmation action.

## What Changed

- Record and verify the controller's kernel/PID namespace. Keep unknown
and foreign unfinished ownership held. Preserve independent durable stop
evidence and the existing remote lease fences.
- Use the shared accepted-result ownership reconciler. Bind settlement
to the observed lease token, generation, boot, PID, namespace and
process birth. Retain finalizer, cleanup, current-controller, live-owner
and remote exclusions.
- Share the remote-owner reader across recovery consumers. Scope runner
leases to the same company, task and run. Do not make local PID probes
for remote accepted-result ownership.
- Gate original-host containment on `runtime:confirm_owner_stop`. Bind
it to the current task, source, assignee, original expiry, lease and
Stop state. Audit separate controller/provider containment and reviewed
action outcomes.
- Keep containment separate from ordinary Retry. Use one canonical
committed receipt and the normal admission, budget, workspace and
lineage checks. Preserve the recorded external-action outcomes.
- Keep the controller-only confirmation actionable for both result-less
work and accepted results. Result-less work gets its next source-bound
attention in the same transaction. Accepted results keep their original
result and use normal shared settlement/finalization.
- Keep identity inspection quiet. Preserve the original foreign-owner
expiry and use the existing scoped finalizer in accepted-result recovery
controls.
- Update the recovery card, validators, execution projection, docs and
access maps. Reuse existing canonical columns; add no migration or
ownership backfill.

## Verification

Current publication head: `71ea76b568de09d6313d8992e803131d9d5c54f3`.

**The current fix has a causal red/green check.** On the test-only
revision, both foreign-local stopped/fenced controller cases failed
because recovery probed saved runner, process-group and provider PIDs in
this host's namespace. This measured the wrong probes; it did not run
duplicate providers. After the fix, the same two cases passed every
no-probe, no-claim, no-controller-stamp, no-stop-receipt and
unchanged-authority assertion. Three existing remote preparation, grace
and fenced-controller progress cases also passed. Total: **5 passed, 0
failed;170 filtered rows excluded**. All three normal affected App
TypeScript programs passed on this head (660,681 and428 roots).

The fix separates a controller wait from execution stop proof.
Independent live/grace evidence still schedules recovery. A
stopped/fenced foreign controller can pass this namespace guard only for
remote execution, which keeps its later checkpoint and never-launched
checks. Foreign local execution stays held before runner or provider PID
inspection.

Earlier source-scoped results remain evidence, not fresh executions on
the current head:

- On `c86dd741`, the complete failed-owner file passed **25/25**, with
no skips or filters. Empty scans wrote no controller stamps. Foreign
ownership kept its original expiry. Normal returned-claim settlement and
attention at the exact deadline passed.
- On `c86dd741`, **15 selected accepted-result/restart controls
passed**. The81 filtered rows are excluded. Both completion cases used
the existing scoped finalizer and kept their accepted result without
another provider turn.
- Trusted CI at synthetic merge `50d072a5` (actual master `1b7fe334`
plus `c86dd741`) passed the complete **17-case maintenance-server
file**. This includes the original90-real-second quiet observation and
two qualified hourly windows. The quiet case took118,918ms. The four
jobs that failed on the earlier publication all passed on that synthetic
merge.
- On `6243b32c`, the complete ownership-report file passed **29/29**.
Native NULL namespace stayed unprovable and generic compatibility
remained. Three selected recovery controls passed;170 filtered rows are
excluded.
- On `f81f2c3c`,356 business cases passed: whole ownership-route221,
recoveryUI70, owner-proof38 and controller-confirmation8; selected
accepted-result authority18; and one real connected-chat containment,
separate authorized Retry, useful Native result and downstream reply
case. The2,024 filtered rows are excluded. A separate earlier
accepted-result causal case kept the original result and completed after
restart without replay.

Normal Shared exports, App programs, UI typecheck, token gates and map
checks passed on their recorded revisions. Unchanged DB, adapter, Eval
and Runner inputs/outputs have explicit carry proofs. The clean normal
merge with fetched master `8fe524f7` preserves all31 exclusive owned
paths and14,827 unrelated master entries. The nine overlapping paths
were reviewed, including the upstream unidentified-run stop action.
Fresh CI must validate that actual merge composition.

PG cases used existing external PG17, fresh owned databases, pools at
most4, one worker and no SQL observer during cases. Registered clients
and recorded process groups closed. Independent final SQL audits found
zero campaign sessions before normal database cleanup. Original failing
fixtures remain retained.

Original failures are preserved. One new test first failed compilation
due to a missing getter import; an import-only correction passed its
full owning programs before the causal red/green check. A local quiet
attempt stopped in the normal prerequisite hook before any business case
and its collector rejected two normal build markers. The later17-case CI
pass establishes quiet recovery; it does not turn that failed local
collector into a pass. An earlier useful case passed before its private
cleanup collector failed on an owned read-only directory; normal cleanup
completed after all owners closed. Earlier runner-shutdown cancellation
and a separate private whole-suite failure remain unexplained.

Current-head checks are complete:57 success,1 neutral and3 skipped,
including the successful aggregate CI gate. The legacy status passed.
Greptile is5/5 and Ponytail gives an explicit5/5 Ship verdict for this
head. All seven review threads are resolved. Full recursive typecheck,
the full test suite and release build were not repeated locally. No
result here proves deployed suspension, a live provider or termination
on another host.

## Risks

- Unknown physical ownership can require an owner/admin action. A false
containment statement can be unsafe.
- New work, reassignment, Stop, renewed authority, accepted results or
pending cleanup can invalidate an action. The operator must refresh.
- Controller confirmation does not prove provider/tool containment.
Completed external actions must not be replayed.
- Generic legacy and child-process compatibility remains separate from
the strict Native controller policy.
- Existing saved state and canonical schema are preserved. Permanent
safety refusals remain held with their normal named recovery path.

## Model Used

OpenAI `gpt-6.1-sol` agents implemented and tested the changes with
reasoning, repository tools and code execution. A GPT-6-based Codex
managing agent reviewed and integrated them. The host does not expose
the manager's exact build or the context-window sizes.

## 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
2026-11-09 12:06:11 -06:00
DottaandClaude Opus 5.5 8fe524f796 fix(issues): let the board confirm an unidentified run stopped instead of an endless Retry wait (#20310)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Before a new attempt can start on a task, Paperclip must prove the
previous run's agent stopped, so two agents never work the same task at
once
> - A local native run can be interrupted after it asked to start the
runner but before it recorded the runner's process. The runner may have
saved state and started a provider, and provider processes can outlive
it, so the existing check (#19694) rightly refuses to assume the run
stopped
> - Today that case has no way out: every Retry is accepted and then
waits forever as `process_identity_missing` (storage chaos ST1, t02/t03)
> - This pull request makes the wait explicit and actionable. The task
explains why it waits, and a board operator who has checked can confirm
the run stopped; the parked Retry then starts at the click
> - A second shape from the Daytona storage baseline (t06) parked a
Retry with no reason at all: a follow-up was interrupted by a graceful
shutdown while it was still restoring its workspace. No provider ran,
but the restore hold kept the same agent held, so the Retry never
started
> - The benefit is that no Retry stays accepted-and-waiting with nothing
anyone can do

## Linked Issues or Issue Description

Refs #19831. Storage chaos wave `w-20261109T145628-s9902` (ST1), tasks
t02 and t03.

**What happened (CHA-3, run `3c3f6241`):**
- The run requested a runner launch (`native.process_start_requested`),
and a K2 restart hit before its process identity was recorded.
- After the restart, the resumed attempt failed on the storage outage.
The task was blocked.
- The board's Retry (202) was parked as `executionWait.reason =
process_identity_missing`: "The previous run has no verified stop
record."
- `recordUnidentifiedLocalRunnerStop` cannot prove the stop because this
run's runner saved control-plane state. Once that exists, a provider may
have started (#19694), and a provider is not guaranteed to carry
`--run-id` or `PAPERCLIP_RUN_ID` (the Codex provider env omits it on
purpose). The shared owner prover needs a PID, which the run never
recorded.
- Nothing could ever clear the wait.

**Daytona storage baseline `w-20261109T154810-s9911`, task t06:**
- The run succeeded. The follow-up was cancelled
(`continuation_task_ownership_changed`), and the next run was
interrupted by a graceful shutdown (`server_shutdown_interrupted`) 3 s
into `preparing`. It was restoring the saved remote workspace and had
launched no provider.
- Restore recovery saved the files (`workspaceRecovery.status:
recovered`, system recovery `complete`). But the
`legacy_execution_requires_reconciliation` restore hold releases only
for a different owner, or for a native Stop fenced before any provider
turn, so it kept the same agent held.
- The UI Retry returned 202 and parked with `executionWait.reason:
execution_recovery`, the generic wait, so the task showed a Retry that
never started.

Automatic proof needs the runner to record its identity before saving
state and to group provider processes under it. That is follow-up runner
work; this PR removes the endless wait now.

## What Changed

- `server/src/services/native-local-process-stop.ts`: new
`confirmUnidentifiedLocalRunnerStopped`. It accepts only a finished
native run of the task with no recorded process and whose latest launch
evidence is an unconfirmed launch on this host in a local environment.
It still refuses while a runner with `--run-id <run>` is running. It
records `native.local_process_stopped` with `basis: "operator_attested"`
and the attesting user. That is the receipt the existing continuation
gate already accepts.
- `server/src/routes/issues.ts`: `POST
/issues/:id/recovery-actions/confirm-run-stopped` (`runId`,
`stopEvidence` of 20 to 12,000 characters). It is board-only and
requires issue read plus `runtime:confirm_owner_stop`, like the other
stop attestations. It logs `issue.run_stop_confirmed` with the evidence,
promotes deferred intents for the issue, and resumes each parked task
Retry, so work starts at the click. Refusals return 409 with a code.
- `packages/shared`: `confirmRunStoppedSchema`, and the presentation
user action `confirm_run_stopped`.
- `server/src/services/task-interruption-presentation.ts`: a Retry
parked as `process_identity_missing` for a native run that recorded no
process now presents as waiting for the user (`canRetry: false`,
`userAction: "confirm_run_stopped"`), with a message explaining why and
who can act. A run with a recorded process keeps the existing
verification wait.
- UI:
- `ExecutionBlockerNotice` shows the explanation and, for users who can
confirm a stop, "Confirm it stopped" with a short evidence form.
- It reuses `PreviousServerStopConfirmation`, now with optional
`action`, explicit `runId` and `formId`, and a custom button label.
  - The Inbox names the action.

- `server/src/services/execution-blocker.ts`:
`interruptedPreparationBeforeProviderWorkCondition`. The restore hold
also releases for the same agent when the stopped run was a
system-interrupted preparation (legacy runtime never resolved, still
`preparing`) with no process identity, no runner or provider events, no
finalization or result, and every lease released with a confirmed stop.
It mirrors the existing interrupted-preparation proof and still requires
the completed workspace-recovery receipt. Auto-replay is unchanged; this
only lets the user's Retry or message start.
- Review fixes:
- `unidentifiedLocalLaunchRefusal` holds the endpoint's launch, host and
lease checks, and the presentation offers `confirm_run_stopped` only
when it passes.
  - The attested stop wakes cost accounting in the same transaction.
  - The confirmation form is keyed by task and run.
  - The route is registered in OpenAPI.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-confirm-run-stopped-routes.test.ts`:
- The parked Retry presents `confirm_run_stopped` with the explanation.
- Confirming records the operator-attested stop and the activity entry,
satisfies the stop check, and resumes the parked Retry: its receipt is
coalesced into a newly started run.
  - It refuses with 409 while a runner for the run is running.
  - Agents and viewers get 403.
-
`ui/src/components/ExecutionBlockerNotice.confirm-run-stopped.test.tsx`:
the notice offers "Confirm it stopped" (and no dead Retry) and posts the
run and evidence. A viewer sees the explanation without the action.

- `server/src/__tests__/interrupted-preparation-restore-retry.test.ts`
(t06 shape):
  - The restore hold no longer blocks.
- A Retry is accepted and resumed into a started run, and the audit hold
keeps `replay: blocked`.
- The hold stays when a provider turn started, when a runner event was
recorded, when an operator stopped the run, or when the sandbox has no
stop receipt.
- `issue-confirm-run-stopped-routes.test.ts`:
- A case per refusal code checks the presentation keeps the generic wait
and the endpoint returns 409.
  - An `alreadyStopped` case.
  - An accounting-wake assertion.
- The UI test switches targets with stale evidence.

Regression and static checks:
- `ExecutionBlockerNotice`, `WorkspaceExportRecovery` and its control
tests: 74 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
`pnpm check:token-gates` is clean.

## Risks

- A board operator can now attest that an unidentified run stopped. The
attestation is permission-gated, requires written evidence, is
activity-logged, and is refused while a runner for the run is visibly
running. A wrong attestation could start a second agent beside an
orphaned provider, the same trust model as the existing previous-server
attestations.
- The confirmation component now accepts a run without a recovery
action. Existing callers pass the action as before.
- No schema migration.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 11:36:41 -06:00
DottaandClaude Opus 5.5 189fefb991 perf(task-chat): warm the whole first frame before a task opens (#20286)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People open tasks from the issues list and the inbox to continue a
conversation with an agent
> - The compact task chat shows its first frame only after about ten
reads settle. These include recent comments, activity, recent runs,
interactions, attachments and live runs
> - Navigation prefetch warmed only the issue and its recent comments.
The other reads started on the click, and the slowest one decided when
the chat appeared. On staging that took 1.1–2.0 s
> - This pull request warms the whole first-frame set when an open is
likely, under the exact keys the page reads
> - The benefit is that a task the person is about to open can render
from cache. A pointer that only passes over rows does not add load

## Linked Issues or Issue Description

**Problem or motivation**
On a busy instance, the composer and the latest messages appear 1.1–2.0
s after a click on a task row. The page waits for about ten reads.
Before the click, only two of them are warmed.

**Proposed solution**
Warm the rest of the first-frame reads when an open is likely: a mouse
or pen press, a click, keyboard Enter, or a hover or focus that rests on
the link for 120 ms. The page and the prefetch use the same fetchers and
query keys.

**Alternatives considered**
- Warm everything on every hover. This sends about 7 requests for each
row that a pointer crosses, so it was rejected.
- Warm only on press. The time from press to click is short, so most of
the wait would remain.
- A single bootstrap endpoint. This is planned separately, because it
changes the API contract.

**Roadmap alignment**
This is part of the task-loading performance plan in #20276. It follows
#20277 and #20284.

## What Changed

- New `ui/src/lib/issue-chat-history-queries.ts`:
- The recent activity and recent run window fetchers moved here from
`IssueDetail.tsx`, together with their query keys. The logic is
unchanged.
- `prefetchIssueChatHistory` warms activity, the run window,
interactions, attachments and live runs. It warms the active run only
for running work, as the page does.
- Live state uses a 5 s stale time. The other reads use the existing 30
s navigation stale time.
- The run-window prefetch uses the same conversation mode as the page.
Thus a reconnect in an agent conversation reads only the watched runs by
id.
- `prefetchIssueCommentInputFacts` warms the input facts of the recent
comments after those comments arrive.
- `ui/src/hooks/useIssueIdBatches.ts`: new `prefetchIssueIdBatches`
fills the same batch keys that the hook reads. The hook and the prefetch
share one batching function.
- `prefetchIssueDetailForNavigation` accepts `history: true` and then
also warms that set, plus the comment input facts.
- `IssueLinkQuicklook`:
- A hover still warms the light set at once. The quicklook trigger does
not start a history prefetch.
- A hover that rests on the link for 120 ms warms the full set. Leaving
the link before 120 ms cancels it.
- Keyboard focus uses the same 120 ms dwell as a hover. Blur cancels it.
  - A primary mouse or pen press and a click warm the full set at once.
- A touch can start a scroll, so it warms only the light set. The full
set waits for the click.
- The keyboard Enter handlers in `IssuesList`, `LegacyIssuesList`,
`Inbox` and `LegacyInbox` pass `history: true`.
- `IssueDetail.tsx` uses the shared fetchers and keys.

## Verification

- `cd ui && npx vitest run src/lib/issueDetailCache.test.ts
src/components/IssueLinkQuicklook.test.tsx
src/hooks/useIssueIdBatches.test.tsx` passes 29 tests. These are the new
ones:
- A `history` prefetch fills every key that the compact chat waits on,
with the same run-window shape that the page builds.
- A `history` prefetch fills the comment input-fact batch keys that the
chat reads.
- In an agent conversation, a reconnect reads the watched runs by id,
not every run.
- Prefetched id batches render with no loading state on the first
render.
  - The active run is read only for work that is running.
  - A light prefetch makes no history requests.
- A pointer that passes over a link in less than 120 ms warms only the
light set, with the quicklook on and off.
  - A hover that rests on a link warms the full set.
  - A mouse press warms the full set at once.
  - A touch warms only the light set until the click.
  - Keyboard focus warms the full set only after it rests on the link.
- The tests for the review fixes (quicklook hover, input facts,
conversation mode, touch and focus) fail without the fix.
- The `IssueDetail`, `Inbox`, `IssuesList` and `LegacyInbox` suites
pass: 4 files, 412 tests.
- `pnpm typecheck` in `ui` shows no new errors. The only errors are
existing ones from an unbuilt `plugin-sdk` package in this worktree.
- The staging harness from #20276 will measure the gain after deploy,
for a hover, a click, and a revisit.

## Risks

- More requests when an open is likely: up to 7 extra reads for each
task that is pressed with a mouse or pen, or hovered or focused for 120
ms. These are the same reads that the page would send on open, so a
completed open costs nothing extra. A hover that does not lead to an
open costs those reads.
- Freshness: a prefetched result can stay fresh for up to 30 s (5 s for
live state). Websocket invalidation still refreshes these keys, as on a
revisit today.
- No API or schema change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used in Claude Code
with tool use (shell, browser automation, file editing).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [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 5.5 <noreply@anthropic.com>
2026-11-09 10:26:42 -06:00
DottaandClaude Opus 5.5 ef2b8d5324 fix(issues): make every Retry start work or say why (#20283)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a task's run fails, the board recovers it with a Retry button,
so that button must either start work or say why it did not
> - An audit of every Retry-type button found three gaps. The task Retry
shown during a scheduled retry's countdown returned "accepted" but
changed nothing. A stale Retry looked like success in the Inbox. "Retry
now" skipped the task's read and change checks, so a member who cannot
see a private task could start its retry
> - This pull request makes the task Retry start a scheduled retry
immediately, makes every Retry that did not start work say why, and
gives "Retry now" the same authorization as the task Retry
> - The benefit is that no Retry click silently does nothing

## Linked Issues or Issue Description

Refs #19831. The board reported a dead Retry button. A read-only audit
of every Retry button confirmed:
- **Task Retry during a scheduled retry was a no-op.**
`TaskInterruptionPresentation.canRetry` is true in `retry_scheduled`, so
`ExecutionBlockerNotice` shows Retry. `requestTaskRetry` treats
`scheduled_retry` as busy and inserts a `coalesced` wake pointing at
that run. `resumeTaskRetry` reads only `deferred_issue_execution`, and
dispatch uses coalesced user wakes only to carry comments. Nothing
promoted the run: the API answered 202 `accepted: true` and the
countdown did not change.
- **A stale Retry looked like success.** `accepted: false, stale: true`
comes back as HTTP 200. The Inbox ignored `accepted` and opened the task
as if work had started. The task page showed no reason.
- **"Retry now" checked less than the task Retry.** It ran only
`assertBoard` and `getAccessibleResource`, skipping
`assertIssueReadAllowed` and `issue:mutate`. A company member who cannot
read a private task could promote that task's scheduled retry.
- **"Retry now" said nothing for some outcomes.** It toasted only
`promoted` and `gate_suppressed`.

## What Changed

- `server/src/services/task-retry.ts`: when the Retry coalesces into the
task's latest run and that run is `scheduled_retry` (with no other Retry
already active), the receipt returns `scheduledRetryRunId`.
- `server/src/routes/issues.ts`:
- `POST /issues/:id/retry` then promotes that run through the existing
`retryScheduledRetryNow`, the same path "Retry now" uses. It logs
`issue.scheduled_retry_retry_now` with `source: "task_retry"` and
returns `scheduledRetry: { outcome, message }`.
- `POST /issues/:id/scheduled-retry/retry-now` now runs
`assertIssueReadAllowed` and `decideIssueAccess("issue:mutate")`,
matching `/retry`. A private task the member cannot read now answers
404.
- `ui/src/hooks/useTaskRetry.ts`: new `taskRetryNotStartedReason`. When
a Retry did not start work (stale, or a scheduled retry that is
gate-suppressed, waiting, or gone), the hook returns that reason as its
error. `ExecutionBlockerNotice` and `StalledDependencyNotice` already
display it.
- `ui/src/pages/Inbox.tsx`: a task Retry that did not start work shows
the reason in the error toast and does not navigate.
- `ui/src/hooks/useRetryNowMutation.ts` and
`IssueScheduledRetryCard.tsx`: every "Retry now" outcome now shows its
headline and message, including `no_scheduled_retry` on the card.
- `ui/src/api/issues.ts`: `retryTask`'s response type includes
`scheduledRetry`.

## Verification

Red/green (each new test fails against master and passes with this PR):
- `server/src/__tests__/issue-scheduled-retry-routes.test.ts`:
- "starts a scheduled retry now when the task Retry is clicked during
its countdown": 202 with `scheduledRetry.outcome: "promoted"`, the same
run becomes `queued`, and no second retry run is created.
- "refuses Retry now on a private task the member cannot see, like the
task Retry": on master "Retry now" answers 200 `promoted`; now both
routes answer 404 and the run stays `scheduled_retry`.
- The seed now adds the board user's membership, which the stricter
route needs. All 33 tests pass.
- `ui/src/hooks/useTaskRetry.test.tsx`: a replaced attempt, a gate-held
scheduled retry and a waiting scheduled retry each show their reason; a
promoted one shows nothing extra.
- `ui/src/pages/Inbox.test.tsx`: an Inbox Retry that did not start work
(stale, or gate-held) toasts the reason and does not navigate.
- `ui/src/components/IssueScheduledRetryCard.test.tsx`: "explains when
there was no scheduled retry left to start".

Other Retry buttons: the chat failed-run Retry already reports stopped
and failed retries (`agents.test.ts`). Agent lifecycle "Retry now" and
cost "Retry accounting" start no task work and already surface their API
errors.

Regression and static checks:
- UI: 7 files, 168 passed. Server: task-retry and scheduled-retry
suites, 149 passed. `issue-agent-mutation-ownership-routes.test.ts`
passed.
- `maintenance-server-routes.test.ts` "assembled maintenance server
production wiring" fails identically on master on this Mac
(`ensure-build-deps`).
- `tsc --noEmit` passes for `server` and `ui/src`. `pnpm
check:token-gates` is clean.

## Risks

- A task Retry during a scheduled retry now starts the run immediately,
through the existing "Retry now" promotion gates (pause, budget, cleanup
waits). A gate that holds it is reported, not bypassed.
- "Retry now" is stricter: a member without read or change access to the
task gets 404 or 403, as on `/retry`.
- No schema change.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 10:25:21 -06:00
DottaandClaude Opus 5.5 7c65a2f479 fix(authz): link plugin settings and say reply now on board-only denials (#20182)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat agents run with agent credentials, and plugin management routes
are board-only
> - A board-only denial tells the agent the denial is final and links
the board page that holds the control, when the page is known (#20151)
> - Plugin routes had no known page, so the denial said "link a page
only if you already know its route"
> - In a chat eval, an agent asked to finish configuring a plugin got
this denial and kept searching the API for about two minutes, so it did
not answer in time
> - This pull request names the plugin manager, or that plugin's
settings page, in the denial
> - The benefit is that the agent can hand the step to the person with a
working link right away

## Linked Issues or Issue Description

Refs #20151

**What happened**
An agent that called a board-only plugin route (for example `GET
/api/plugins` or `POST /api/plugins/:pluginId/config`) got the generic
remediation with no page. In the `plugins.configure-plugin` chat eval,
the agent kept calling `search_api` for another plugin route after the
403 and did not reply within the 150-second window.

**Expected behavior**
The denial names the page where a board user does the step: the plugin
manager (`/<prefix>/company/settings/instance/plugins`) or the plugin's
settings page (`/<prefix>/company/settings/instance/plugins/<id or
key>`). No link is given when the operator hides plugin management
(`PAPERCLIP_HIDDEN_SETTINGS=instance.plugins`).

**Steps to reproduce**
1. Install a plugin.
2. As an agent, call `POST /api/plugins/<pluginId>/config`.
3. See a 403 `board_access_required` remediation without a plugin page.

## What Changed

- `server/src/routes/authz.ts`: board-only denials on `/api/plugins`
routes link the plugin manager, or the plugin's settings page when the
path names a plugin UUID or key. The plugin settings page accepts
either. No link when plugin management is hidden.
- `server/src/routes/authz.ts`: every agent board-only denial now says
to stop working on the denied step and reply now. With the plugin link
alone, the eval agent still searched the API for two more minutes.
- `server/src/routes/authz.ts`: any manifest-format plugin key
(including dot-free keys such as `my-plugin`) gets a direct link; plugin
manager endpoints (`examples`, `install`, `tools`, `ui-contributions`)
link the plugin list.
- `ui/src/pages/PluginSettings.tsx`: custom settings slots match by
plugin key as well as plugin id, so a page opened by key shows the
plugin's own settings.
- `server/src/__tests__/board-access-denial.test.ts`: cases for list,
install, config by id, disable by key, a dot-free key, manager
endpoints, and the hidden-settings case.
`ui/src/pages/PluginSettings.test.tsx`: opening the page by key mounts
that plugin's settings slot.
- Merged `master`, keeping its project access-members denial cases.

## Verification

- `cd server && npx vitest run src/__tests__/board-access-denial.test.ts
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/environment-routes.test.ts
src/__tests__/execution-workspace-runtime-lease-route.test.ts`: 241
passed after merging master.
- `cd ui && npx vitest run src/pages/PluginSettings.test.tsx`: 9 passed;
the new key-route case fails without the `PluginSettings` change.
- `cd server && pnpm typecheck`: passes.

## Risks

- Low risk. Only the remediation text of agent board-only denials on
`/api/plugins` routes changes. Board users and authorization do not
change.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 00:39:39 -06:00
DottaandClaude Opus 5.5 c49ab6b9ee feat(issues): wake the parent once when a child or blocker stalls on the board (#20098)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A parent task delegates to children and waits on blockers. Its agent
learns of progress only through wakes
> - Today only completion (`issue_children_completed`) and resolution
(`issue_blockers_resolved`) wake a waiting issue
> - In restart chaos `w-20261108T181313-s9701` t05, a blocker stopped on
a recovery action that needs the board, and its parent sat silently
blocked for 50+ minutes
> - This pull request wakes the waiting agent once per such stall, tells
it what it can do, and shows the stall on the parent's page with the
child's Retry
> - The benefit is that a stuck child or blocker no longer silently
strands its parent

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan; restart chaos campaign). Restart
chaos wave `w-20261108T181313-s9701`, task t05 (M1, claude).

**Problem**

From the kept database:
- CHA-8 `blocks` CHA-5.
- CHA-8's board-owned recovery action (`native_session_retry_exhausted`)
was created at 18:44:02.909 and resolved with outcome `blocked` at
18:44:08, when CHA-8 moved to `blocked` for the board.
- CHA-5's only wake in the whole wave was its `issue_assigned` at
18:20:48. Its agent never heard about CHA-8.

**Expected behavior**
- When a child or blocker stalls on the board, the waiting agent is
woken once. It can then re-delegate, escalate, or block with a reason.
- The board sees the stall on the waiting task, with the child's Retry.

## What Changed

- **Shared:**
- `ISSUE_BLOCKER_STALLED_WAKE_REASON` (`issue_blocker_stalled`),
`ISSUE_BLOCKER_STALL_RELATIONS`, and the types
`IssueBlockerStallRelation` and `IssueBlockerStalledWakeContext`;
  - `Issue.stalledDependencies`.
- **Server, `services/recovery/blocker-stall-wakeups.ts`:**
- A stall is an issue that is not done or cancelled, whose latest
recovery action needs the board. That means either open
(`active`/`escalated`) and board-owned or escalated, or board-owned and
resolved as `blocked` while the issue is still `blocked`. The second
case is what t05 needed: recovery resolves its action that way when it
hands the issue to the board.
- Waiters are the parent, and every issue the stalled one `blocks`, when
they are open, visible and agent-assigned.
- Each waiter gets one wake per stall. The idempotency key
`issue_blocker_stalled:{waiter}:{stalled}:{recoveryActionId}` is checked
through the indexed `(company_id, payload->>'issueId')` path. A later
stall has a new action id, so it wakes again.
  - Each wake writes activity `issue.blocker_stalled_wake`.
- The pass runs from the recovery-action sweep
(`reconcileActiveRecoveryActions`) and from the per-issue blocked sweep
(`reconcileResolvedDependencyWakeBackstop`, which visits each blocked
issue). No new worker.
- A waiter's agent that cannot read the stalled issue (`issue:read`,
which honors private visibility) is woken without its title, identifier
or recovery details; the activity entry withholds them too.
- **Database:** migration `0450` adds the partial unique index
`agent_wakeup_requests_issue_blocker_stalled_uq` on `(company_id,
idempotency_key)` for `issue_blocker_stalled:` keys in delivered or
pending statuses, so two concurrent sweeps cannot both deliver a stall.
It is built `CONCURRENTLY IF NOT EXISTS` outside a transaction (listed
in `MIGRATIONS_WITH_TOP_LEVEL_STATEMENTS`).
- **Queue:** `allowsDependencyBlockedWake` (in
`run-dispatch/domain/wake-context.ts`) lets a stall wake run while the
waiter's blockers are unresolved, at both dependency gates. Without it
the wake was parked until the stalled blocker resolved, which is never.
Pause holds are unchanged.
- **Agent guidance:** the wake payload carries `blockerStall`, and
`renderPaperclipWakePrompt` adds a "Stalled dependency" section. It
names the task and its recovery action and the board's next action, then
the three choices: re-delegate, escalate with a comment, or block with a
reason naming the stalled task.
- **Other reason lists:** `issue_blocker_stalled` joins the
responsible-user wake reasons, the conversation execution-wake reasons
(it never drives a chat turn) and the wake diagnostic's known reasons.
- **Board surface:**
- `GET /issues/:id` returns `stalledDependencies`, readable issues only
(`readableIssueEdgeIds`).
- `StalledDependencyNotice` shows on the issue's chat notices, next to
`IssueBlockedNotice`: each stalled child or blocker, its board next
action, a link, and the child's own Retry (`useTaskRetry`), offered only
when the child's interruption allows it.

## Verification

Red/green:
- `server/src/__tests__/issue-blocker-stall-wakeups.test.ts` (14 tests).
  - On master: no `issue_blocker_stalled` wake is raised.
- With this PR: the parent is woken once per stall, and re-woken after a
new stall. A blocker's dependent is woken.
- The t05 shape (an action resolved as `blocked`) wakes once, and
nothing more after a Retry.
- No wake for an agent-owned action, a done, unassigned or hidden
waiter, or an action resolved another way.
  - `listStalledDependencies` lists children and blockers.
- `heartbeat-dependency-scheduling.test.ts` "admits an
issue_blocker_stalled wake while a blocker is unresolved". On master the
wake was parked (`null`); once admitted, the run-start gate cancelled
it. With this PR it runs with `dependencyBlockedInteraction`. The file:
14 passed.
- `packages/adapter-utils` `server-utils.test.ts`: the new prompt test
failed on master (no `blockerStall`). The file: 141 passed.
- `ui/src/components/StalledDependencyNotice.test.tsx`: 3 passed.
`IssueChatThread.test.tsx`: 109 passed.

Regression and static checks:
- Nearby server suites (recovery durable wait, dependency wake routes,
recovery actions, run-preparation): 149 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
- `pnpm check:token-gates` is clean.

Review round 1 (Greptile, Superagent), each with a regression:
- A backlog waiter is never woken. The waiter's status and assignee are
guarded at enqueue.
- One stall per run: no coalescing, so a merged run cannot keep only the
last stall's context.
- Only a delivered or pending wake ends a stall. A refused one
(wake-on-demand off) is retried after 10 minutes, and an agent that
takes no wakes is skipped without writing a row.
- Company-wide passes resume after the last stall a capped pass reached.
The per-issue sweep also checks the issue's own children and blockers,
which covers an unassigned stalled blocker.
- The dependency gates no longer trust the reason string.
`verifyBlockerStallWake` requires a system request, the stalled issue's
current stall action, and a real child or blocker edge. An
agent-requested wake with the same context is parked (tested).
- The notice shows a refused Retry's reason, and a lost response as
"Taking longer than usual…", with Retry still available (tested).

Review round 2 (Greptile), each with a regression:
- Race: two passes claiming one stall leave one delivered row (unique
index; the loser's insert is skipped).
- The company recovery sweep selects companies whose only stall is a
resolved-`blocked` board action, so an unassigned stalled blocker with a
todo waiter is reached.
- Private stalled issue: the waiter's wake and activity carry no title,
identifier or recovery details.
- `GET /issues/:id` always returns `stalledDependencies`, so a cleared
stall replaces the cached list.
- The notice shows a failed child read with a Reload button (tested).
- `pnpm --filter @paperclipai/db check:migrations` passes.

Review round 3 (Greptile), each with a regression:
- A stall wake that fails to enqueue is retried: the recovery-action
pass reports `blockerStallWakeFailures` and the dependency pass counts
it in `enqueueFailed`, so the worker throws and retries at its backoff
(`issue-recovery-work-lifecycle.test.ts`).
- The notice drops a stall once the child's refreshed status has moved
on (`StalledDependencyNotice.test.tsx`, 7 tests).

## Risks

- A deploy wakes the waiters of every issue that is stalled today, once
each. That is intended (they are stranded now), and it's bounded at 200
stalls per pass.
- A stall wake may run while blockers are unresolved, like a comment
wake. It is bounded to one per stall, and pause holds still apply.
- The agent skill (`skills/paperclip`, CODEOWNER-owned) does not yet
list the new reason. The wake prompt carries the guidance.
- One additive index, built concurrently; no persisted run state change.
Existing rows cannot violate it before deploy, since no
`issue_blocker_stalled:` keys exist yet.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:26:07 -06:00
DottaandClaude Opus 5.5 4420a5adcf fix(issues): a Retry held by a blocked subtask names it instead of failing silently (#20109)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board's Retry is the one action a person takes when a task
stops; it must either start work or say why it can't yet
> - Restart chaos t05 left a parent task blocked on a blocked subtask.
The board clicked Retry twice; each was accepted and nothing happened
> - The Retry was saved and the queue deferred it behind the unresolved
blocker, which is correct. But the task still looked failed with Retry
offered, so the wait was invisible
> - This pull request presents a saved Retry that waits only on
unfinished blockers as waiting, names the blocked subtask and links it
> - The benefit is that the board sees what to act on (the subtask's own
Retry) instead of clicking a Retry that cannot run

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan). Restart chaos wave
`w-20261108T200620-s9701`, task t05 (claude, M1, K4).

**Problem:** parent CHA-5 was blocked by subtask CHA-10, which was
itself blocked on a board recovery action. The board pressed Retry on
CHA-5 at 20:27:46 and 20:40:46. Each `POST /issues/:id/retry` returned
202, and the saved Retry stayed `deferred_issue_execution` behind
CHA-10, so no run started. The task's interruption presentation kept
saying `failed` with `canRetry: true` and gave no reason.

## What Changed

- `server/src/services/task-interruption-presentation.ts`:
- For tasks with a saved (deferred, user-requested) Retry, the loader
reads the queue's own dependency readiness (`listDependencyReadiness`).
That counts cancelled blockers and done blockers whose workspace has not
finalized, like the queue does.
- When the saved Retry for the latest run is held only by unfinished
blockers (no execution wait, no preparation), the task is presented as
`working` with `canRetry: false` and `retryWait: { reason:
"dependency_blocked", message }`.
  - The message has three forms:
    - a blocked blocker: "Retry or unblock it";
- a cancelled blocker: "Remove or replace that dependency to continue",
because the queue keeps it unresolved;
    - otherwise: waiting for the blockers to finish.
- The presentation carries no blocker names or ids. Issue reads return
it to restricted agents too.
- The Retry response (`POST /issues/:id/retry`) already returns this
presentation, so the API says the Retry is waiting on dependencies as
soon as it is saved. The blockers themselves are in the issue's
`blockedBy`, which issue reads already filter per viewer.
- `ui/src/components/ExecutionBlockerNotice.tsx` takes `blockers` (the
issue's `blockedBy`, from `IssueDetail`). For a `dependency_blocked`
wait it lists each readable unfinished blocker with a link and what it
needs: "Blocked: open it to Retry" or "Cancelled: remove or replace it".
Tokens only; `pnpm check:token-gates` is clean.
- No shared type change, and no code comments added.

## Verification

Red/green:
- `server/src/__tests__/task-interruption-query.test.ts` "explains a
saved Retry held by unfinished blockers instead of offering Retry again
(restart chaos t05)". It sets up a parent with a failed run, a saved
Retry deferred, and a blocked subtask that blocks it.
  - On master: `{ state: "failed", canRetry: true }`, no reason.
- With this PR: `working`, `canRetry: false`, `dependency_blocked`. The
presentation has no blocker title or identifier.
- A cancelled blocker gets the remove-or-replace message. Once the
blocker is done, the dependency wait is gone.
- `ui/src/components/ExecutionBlockerNotice.test.tsx`: the notice links
the blocked and the cancelled blockers with their actions, skips the
done one, and offers no second Retry.

Regression: `task-interruption-query` (25 tests) and
`ExecutionBlockerNotice` (16 tests) pass, as do the presentation unit
tests, workspace-recovery admission, gates and copyback tests, and
`heartbeat-dependency-scheduling`. `tsc --noEmit` is clean for `server`
and `ui`.

## Risks

- One more batched read (dependency readiness plus blocker statuses),
only for tasks in the page that have a saved Retry.
- Presentation only. Admission is unchanged: the queue still runs the
saved Retry when the blockers are done.
- A Retry saved before a blocker was added shows the same wait, which is
accurate, because the queue holds it too.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code, with
tool use (shell, file editing).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [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 (#20069)
- [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 (code
comments; no user docs affected)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending)
- [x] 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 5.5 <noreply@anthropic.com>
2026-11-08 17:18:55 -06:00
DottaandClaude Opus 5.5 015d3d0a7c fix(environments): tear down retain-on-failure sandboxes when their environment is deleted (#20085)
## Thinking Path

- Remote sandboxes cost money while they exist, so every sandbox
Paperclip keeps must have an owner and an end.
- Two lease policies keep a sandbox after its run.
`reuse_by_environment` keeps a warm sandbox for the next turn.
`retain_on_failure` keeps a failed run's sandbox, stopped, as a
workspace-restore source.
- Environment deletion is the last chance to end both: with the
operator's consent it destroys the environment's kept sandboxes,
otherwise it refuses.
- It only looked at `reuse_by_environment`. A `retain_on_failure`
sandbox neither blocked the delete nor got destroyed, so it was orphaned
the moment its environment was deleted.

## Linked Issues or Issue Description

Refs #20048

**What happened?**
In Daytona warm wave w-20261108T170423-s9501, the harness deleted the
environment after grading. Three stopped sandboxes (4e20c8b3, abf0980b,
5e49c561) remained afterwards and had to be deleted by hand through the
Daytona API. All three belonged to `retain_on_failure` leases: failed
runs' sandboxes kept as workspace-restore sources.

**This leaks on master today, with per-turn sandboxes too.** The four
leases in that wave carried `workspaceRestoreRecovery` from
`legacy-workspace-restore-recovery.ts` (no `nativeSourceRetention`
marker). That writer turns any failed run's lease with a
workspace-restore failure into a `retain_on_failure` restore source,
whether the environment is warm or per-turn. Every such sandbox has been
surviving environment deletion and costing money until deleted by hand.

**Steps to reproduce**
1. A run in a sandbox environment fails, and its lease is released as a
`retain_on_failure` restore source (sandbox stopped, not destroyed).
2. Delete the environment with `destroyReusableSandboxLeases=true`.
3. The delete succeeds; the restore-source sandbox is never destroyed
and has no lease or environment left to find it by.

**Expected behavior**
The delete blast radius counts kept restore-source sandboxes like
reusable ones. Without consent, the delete is refused; with consent,
they are destroyed through the same claimed teardown before the
environment row is removed.

## What Changed

- `server/src/services/environments.ts`: `getDeleteBlastRadius` counts
leases with policy `reuse_by_environment` **or `retain_on_failure`**
(status `active`, `released`, `retained` or `failed`) as kept-sandbox
holders. The blocked reason is still `reusable_sandbox_lease`.
- `server/src/services/environment-runtime.ts`:
`destroyReusableSandboxLeasesForEnvironment` selects both policies. It
claims through `destroyClaimedSandboxLease` with `anyLeasePolicy` plus a
scope condition limited to those two policies, keeping its existing
guards: live-run skip, pending export, legacy shutdown protection, and
the claim compare-and-swap.
- `server/src/__tests__/environment-runtime.test.ts`: a released
`retain_on_failure` lease on a failed run now blocks the delete and is
destroyed by the consented teardown (`expired`, `environment_deleted`).
This fails on master.

## Verification

- `cd server && npx vitest run src/__tests__/environment-runtime.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/environment-routes.test.ts`: 347/347 pass.
- The new test fails on master: the blast radius reports no kept
sandbox.

## Risks

- **A delete now refused that used to succeed.** An environment holding
restore-source sandboxes is refused until the operator consents to
destroying them. That is the intended behaviour; it was silently leaking
them before.
- **Losing restore files.** The consented delete destroys restore
sources, which is what the operator agreed to by deleting the
environment. Leases with a pending export or legacy shutdown protection
are still skipped and keep blocking.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:32:38 -06:00
DottaandClaude Opus 5.5 f439150cb3 fix(recovery): limit the null-host owner fallback to single-host servers and record each use (#19883)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #19868 and #19871 made restart recovery judge a recorded pid only in
the PID space that recorded it
> - Rows saved before those host columns existed have no recorded host.
They kept the previous local dead-pid proof, so in-flight native runs
would not be stranded at upgrade
> - On an ephemeral (multi-host) server that fallback is unsafe: the row
may have been written on another host
> - This pull request limits the fallback to single-host servers,
records every use, and gives ephemeral servers a working board action
> - The benefit is that single-host upgrades still recover on their own,
multi-host servers never accept a cross-host proof, and the next release
can remove the fallback with evidence

## Linked Issues or Issue Description

**Bug description**
After #19868 and #19871, a `native_run_finalizations` row with
`controller_host_hash = null`, or a run with `process_host_hash = null`,
still accepted "the pid is dead here" as proof on every server. That
includes an ephemeral server, where the row may come from another host.
Nothing recorded how often the fallback was used, so it had no safe
removal path.

**Expected behavior**
- Single-host server: the fallback applies for one release, and each use
writes a `legacy_host_unknown_dead_pid_proof` activity-log entry.
- Ephemeral server (`PAPERCLIP_EPHEMERAL_SERVER=true`): the row is
unprovable, and the board has an action to confirm the previous server
stopped.
- A mismatched host is always unprovable.

Refs #19868, #19871, #19846

## What Changed

- `native-restart-recovery.ts` `evaluateNativeControllerTakeover`:
- A coordinator row with `controllerHostHash: null` returns
`controller_host_unrecorded` when `ephemeralServerEnabled()` is true.
- Otherwise a pid proof from that row carries `legacyHostFallback:
true`.
- `operator_attested` is accepted as proof
(`operator_attested_controller_stopped`).
  - Receipt-built owners, which have no host key, are unchanged.
- New `recordLegacyHostFallbackProof` writes the activity-log entry. It
is not a run-log event: run events are progress evidence for restart
recovery's crash-loop credit, and the record must not change any
recovery decision. It is called from restart recovery, the
dead-controller result-lease release, native retirement, and remote
warm-session recovery.
- New `native-controller-host-recovery.ts`:
- `requestNativeControllerStopConfirmation` (board-owned
`native_controller_host_unverified` recovery action, idempotent, never
displaces another active action).
- `confirmNativeControllerStopped`. It verifies the exact recorded
controller and stamps `operator_attested` with compare-and-set. It then
resolves the action, wakes live-run recovery, and logs
`issue.native_controller_stop_confirmed`.
- Route `POST /issues/:id/recovery-actions/confirm-controller-stopped`.
It is board-only and requires `runtime:confirm_owner_stop`. Generic
`restored`/`false_positive` resolution of this cause is refused. A
shared `confirmNativeControllerStoppedSchema` validates the body.
- UI: `WorkspaceExportRecovery` reuses the "Confirm the previous server
stopped" control for this cause, and the generic recovery card hides it.
Adds the `issuesApi.confirmControllerStopped` client call.
- `recovery/service.ts` orphan reaper: a null `process_host_hash` is
judged only when not ephemeral. A successful use records the entry
best-effort, after the terminal write. On an ephemeral server the run is
left to its existing Stop control.
- `ephemeralServerEnabled` moves to a leaf `ephemeral-server-mode.ts`
(re-exported by `ephemeral-server-contract.ts`). Importing the contract
module from recovery code created an import cycle in the runner child
process.
- The new route is registered in OpenAPI.
- `doc/execution-semantics.md`: documents the host rule and the
one-release sunset.

## Verification

- `native-restart-recovery.test.ts`: null host on a single-host server
is released with the flag. Null host on an ephemeral server is
unprovable. A mismatched host is unprovable in both modes. An attested
controller is accepted. Receipt owners are unchanged.
- New `native-controller-host-recovery.test.ts` (embedded Postgres):
  - The fallback writes the activity-log entry and no run event.
  - Ephemeral mode creates exactly one board action.
  - A wrong run id is refused.
- Confirmation stamps the attestation, after which takeover is allowed.
The action resolves and the activity is logged. A second confirmation is
refused.
- `recovery-stale-issue-lock-sweep.test.ts`: on a single-host server a
null host is terminalized and records one event. On an ephemeral server
it is left alone with no event. The existing audit-failure case still
clears the lock.
- `WorkspaceExportRecovery.control.test.tsx`: the controller
confirmation posts to `confirmControllerStopped` and never to the
copyback endpoint.
- Locally: these suites plus `remote-warm-session-recovery`,
`native-controller-recovery.integration` and
`native-startup-cleanup-recovery` (136 passed), and after the CI fixes
`native-runner-restart-preparation` and `native-runner-restart-recovery`
integration, `openapi-routes` and the suites above (256 passed); the UI
recovery suites (52 passed); `node scripts/typecheck-layers.mjs` with no
errors in the touched files; `pnpm check:token-gates` clean.

## Risks

- Previous-release story: no schema change. Null-host rows saved by
earlier releases recover as before on single-host servers, now with an
event, and wait for the board on ephemeral servers. The next release
removes the fallback; the event count shows whether any rows remain.
- On an ephemeral server, a null-host orphaned run process is not reaped
automatically. The operator uses Stop. That is the intended "unprovable"
outcome.
- A board confirmation is an attestation. It applies only to the exact
recorded controller (boot id + pid) and only while the host is still
unrecorded.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used with tool use and
code execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 13:25:47 -06:00
377bc87df1 feat(connectors): show and select personal AI account defaults (#19845)
Show a crown on each saved personal AI provider default. Add a provider-specific menu action to other eligible accounts. Share saved-state queries, block duplicate writes, and keep the saved crown until a write succeeds.

Keep account details available for accessible grants. Show session lookup errors with Retry. Resolve list permissions once per request and index account lookups. Add UI and API regression coverage and account documentation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00
DottaandClaude Opus 5.5 824b25654c fix(ui): keep a Retry for retained-file holds whose source cannot be verified (#19840)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When a native run finishes but its files cannot be saved, the task
stays blocked behind a retained-file recovery hold.
> - The server records that hold as blocked and retryable, and the task
notice tells the user to "Retry to try again".
> - The task page hides its own Retry for these holds and relies on the
retained-file recovery panel instead.
> - That panel only binds the recovery record when a read-only source
inspection returns `verified`.
> - Inspection can return `blocked` for normal reasons: a sandbox that
predates ownership receipts (state saved by an older release), or a
workspace that moved on after its files were recovered.
> - Then neither surface offers an action, and "Check file recovery
status" always answers "File recovery changed. Refresh the task", also
after a reload.
> - This pull request binds the record by its own identity, uses
inspection only to gate the physical file-recovery request, and keeps
the task Retry visible whenever the panel has no control of its own.

## Linked Issues or Issue Description

Refs #18848 (the change that added the retained-file recovery panel and
hid the generic Retry for these holds).

**What happened?**

A blocked task with an active
`native_workspace_sync_out_retry_exhausted` hold showed "The saved files
need recovery before work can continue", "The recorded source is
unavailable or has changed", and "Saving the agent's files failed after
automatic retries. Retry to try again". It showed no Retry and no
recover button. "Check file recovery status" always answered "File
recovery changed. Refresh the task to inspect the current recovery", and
a reload did not change it. The hold was saved by an earlier release:
`systemRecovery` exhausted with `allocation_ownership_ambiguous` /
`service_required`, and `workspaceRecovery` blocked with `retryable:
true`. The source inspection endpoint returned `status: "blocked"` for
it. A second task whose files were already recovered showed the same
"need recovery" and "has changed" text, because its inspection reported
a reference mismatch after recovery.

**Expected behavior**

A retryable hold always shows a working Retry or recover control. A
notice that says "Retry" has a Retry button. Status checks never loop on
"changed, refresh". Recovered files show as recovered. When the source
cannot be verified, the page names the reason and who must inspect it.

**Steps to reproduce**

1. Use an active retained-export hold whose `workspaceRecovery` is
blocked and retryable, and whose `systemRecovery` is exhausted.
2. Make the source inspection (`GET
/api/issues/:id/recovery-actions?inspectSourceRunId=…&inspectSourceActionId=…`)
return `status: "blocked"`.
3. Open the task as a board operator.
4. Before this change, the page shows no Retry and no recover button.
"Check file recovery status" reports "File recovery changed. Refresh the
task".

**Paperclip version or commit**

Observed on build `8812c19`. The regressions fail on master `0f5ce5050e`
before the production edits.

## What Changed

- `WorkspaceExportRecovery`: bind the recovery record by action, run and
schema identity, not by inspection status. Inspection status now gates
only the physical "Recover saved files" request (and the request
re-checks it before POST).
- `WorkspaceExportRecovery`: report through `onRecoveryControlChange`
whether the panel offers its own control. It reports `true` only while
the source is loading or verified and the files are not yet recovered,
or while it shows the previous-server stop confirmation.
- `IssueDetail`: hide the task Retry for retained-export holds only
while the panel reports that it owns the control. Otherwise the existing
task Retry (`POST /issues/:id/retry`) shows. The server renews a bounded
recovery generation and re-verifies the source.
- Show recovered files as recovered even when inspection no longer
matches after recovery.
- Name an unverifiable source in plain words (with the code for other
reasons). State that Paperclip does not apply files it can't verify.
- Recovery text never asks a person to inspect a sandbox or environment,
and never names an owner or administrator as the one who must act. This
covers the retained-file panel, the run source inspector, the copyback
wait, and the native cleanup quarantine message. The execution blocker
and the recovery action read model describe a spent recovery budget from
its current state, so text saved by older releases ("If Retry keeps
failing, inspect the run and its environment") is not shown.
- Task Retry uses the existing `createUuid()` helper, so it works on
plain-HTTP previews without `crypto.randomUUID`. An accepted Retry also
refreshes the inspected file-recovery state. After a failed accepted
request, the unverified-source reason stays visible; it hides only while
recovery runs.
- When the recovery record was replaced, "Check file recovery status"
reloads the task detail instead of telling the user to refresh.
- Tests: component regressions for an old-release hold, a recovered hold
with a mismatched source, verified ownership, and a replaced record. A
page regression proves Retry is shown and calls `retryTask` for
unverified and stale sources. A server safety test proves that Retry for
the old-release hold shape is accepted, opens one new bounded
generation, queues file recovery again, keeps the hold active, and is
idempotent.

## Verification

- RED (master `0f5ce5050e` production files, new tests): 5 component
tests fail. The failure output shows the exact staging text: "Check file
recovery status", "File recovery changed. Refresh the task to inspect
the current recovery.", "The recorded source is unavailable or has
changed." 2 page tests (unverified and stale) fail with `expected [
'Check file recovery status', … ] to include 'Retry'`.
- GREEN: `cd ui && npx vitest run
src/components/WorkspaceExportRecovery.control.test.tsx
src/components/WorkspaceExportRecovery.test.tsx
src/components/RunWorkspaceRecoverySurface.test.tsx
src/components/ExecutionBlockerNotice.test.tsx
src/pages/IssueDetail.test.tsx` passes 320 tests.
- Server: `cd server && npx vitest run src/services/task-retry.test.ts`
passes 81 tests, including the new old-release safety case. This is
safety evidence, not a red: the server path was already correct, and the
defect was in the UI.
- Full UI suite: 11564 pass. 4 tests in `IssuesList.test.tsx` and
`CompanyEnvironments.test.tsx` failed under full-suite load and pass in
isolation (106/106). They are unrelated to this change.
- `pnpm check:token-gates` is clean. `node scripts/run-tsc.mjs -p
ui/tsconfig.json --noEmit` reports no errors in the touched files. The
remaining errors are local artifacts that were not built (plugin SDK UI
entry, generated Storybook catalog).
- Staging was read only (GET requests). The inspect request did not loop
in a fresh tab: two calls in 30 seconds. Most of the tab's request
volume is periodic company issue-list refetches, which this change does
not touch.

## Risks

- Low risk. This is a UI-only behavior change. Server authorization,
source verification, stop receipts, and the bounded recovery policy are
unchanged and remain authoritative.
- The task Retry is now visible for retained-export holds whose source
does not verify. Retry renews one recovery generation. The worker
re-runs the same source-identity checks, so Retry cannot bypass an
ownership refusal. If the refusal is permanent (for example an ambiguous
sandbox allocation), the hold returns to exhausted and the page names
the reason. An automatic fallback for such sources is follow-up work.
- Wording: a parametrized UI test renders every recovery state and
asserts that no administrator, owner, or "inspect the environment" copy
appears. A server test proves that a stored old-release message is
replaced by state-derived text. Both failed before the change.
- Previous-release story: the old-release hold shape (board-owned,
`systemRecovery` revision 5 exhausted with `service_required`,
`workspaceRecovery` blocked and retryable) is covered by component,
page, and server tests. No persisted state shape changes.

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

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (repository search, file edits, shell, test
execution, and a read-only browser).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 10:24:03 -06:00
DottaandClaude Opus 5.5 464e6e16e0 fix(native): resume copyback after a restart kills its same-host owner; one board action otherwise (#19717)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save the agent's workspace files after the provider turn
finishes (copyback)
> - One controller owns copyback at a time. The run records that owner
in `runnerProfileJson.nativeWorkspaceFinalizationOwner` (host, PID,
token)
> - A control-plane restart can kill the controller during copyback. The
dead controller can never confirm its own stop
> - Recovery then waited for a board confirmation. No surface offered
that confirmation, so the run stayed `running` and the task stayed
`in_progress` with no visible action
> - This pull request lets the next controller on the same host prove
the stop by itself. It also gives the board one clear action when that
proof is not possible
> - The benefit is that a restart during copyback resumes by itself, and
a task never waits silently for a person

## Linked Issues or Issue Description

**What happened?**
In a Daytona restart-chaos wave, a kill during workspace copyback left
the run `running` and its task `in_progress`. Recovery reported
`native_workspace_finalization_owner_unverified`. The run was still
`running` when the wave timed out.

**Steps to reproduce**
1. Start a native remote (sandbox) run.
2. Kill the control-plane process (SIGKILL) after the provider result is
accepted, during copyback.
3. Restart the control plane on the same host.

**Expected behavior**
If the previous controller and its copyback children are proven stopped
on this host, recovery resumes copyback without a new agent turn.
Otherwise, the task shows one board action to confirm that the previous
server stopped.

**Actual behavior**
The recorded owner was cleared only by
`resumeNativeWorkspaceAfterOwnerStop`. Same-host recovery also required
a completed-copyback barrier, which an interrupted copyback never has.
The task presentation showed `working`, and the UI had no control for
the confirmation.

Refs #19578 (boot-ID fencing for unstarted runs; same proof style).

## What Changed

- Root cause:
`server/src/services/native-runtime/native-workspace-finalization-ownership.ts`
sent a dead same-host owner to `requireStopVerification` when no
`workspace_finalize` operation had succeeded. That case is exactly a
restart during copyback.
- New `native-workspace-owner-stop-proof.ts`. The owner receipt now
records the controller's process group (`processGroupId`). Copyback
children (tar, Git) are not detached, so they keep that group. A
successor on the same host releases the receipt only when the receipt
names another controller boot, the PID is dead or recycled (process
start time), and the group is empty or has no member outside the
successor's own process tree that started after the old controller. Age
alone never proves a stop.
- A still-live group member returns `local_stop_pending`. The
finalization worker rechecks it on its existing ownership recheck
interval. The board action stays visible meanwhile.
- A successful local proof writes `issue.workspace_owner_stop_verified`
with the proof and marks the recovery `resuming`, like the existing
platform proof.
- A receipt from another host, a receipt without a process group, or a
host without `ps` keeps the fence. The task interruption is now
`waiting_for_user` with `userAction: "confirm_owner_stop"` (new shared
enum value), not `working`.
- UI: the task chat shows one **Confirm the previous server stopped**
action. It asks for stop evidence and calls the existing
`resume-workspace-finalization` API. It is shown only to roles that hold
`runtime:confirm_owner_stop` (company owner or administrator, local
board, instance administrator). The inbox names the same action.
- The copyback advisory lock, the coordinator finalization lease, and
remote save fencing are unchanged.
- Docs: `doc/native-workspace-finalization-recovery.md`.

## Verification

- Red then green on embedded Postgres
(`server/src/services/native-runtime/native-workspace-finalizer.test.ts`):
- same-host controller killed with SIGKILL, its process group empty:
before `owner_unverified`, after `acquired` with the proof logged and no
agent wake
- a non-detached orphan child of the dead controller still runs:
`local_stop_pending`, no copyback; after the child exits, `acquired`
  - a receipt without a process group: still `owner_unverified`
- a foreign-host owner: the task presentation was `working` (red), now
`waiting_for_user` / `confirm_owner_stop`; after the board confirmation
it is `working` again
- The existing orphan test (a detached child) and all other finalizer
tests pass: `npx vitest run
src/services/native-runtime/native-workspace-finalizer.test.ts
src/__tests__/native-workspace-finalization-work.test.ts
src/services/task-interruption-presentation.test.ts` (135 passed).
- UI: `npx vitest run src/components/WorkspaceExportRecovery` (34
passed), including the action call body and the non-administrator case.
- `pnpm check:token-gates` clean. Server and UI typecheck clean for the
changed files.
- Live Daytona restart-chaos wave: results are added in a comment below.

## Risks

- A process-table check that reports a member wrongly as live only keeps
the existing fence. The board action is still available.
- A subreaper that adopts orphans does not change their process group,
so the proof does not depend on the parent PID.
- A child that a future change spawns with `detached: true` would leave
the group. Copyback paths do not do that today. The existing
detached-orphan test still fails closed, because a receipt without a
process group is not released.
- Old receipts have no process group. They keep the board action.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used through Claude
Code with tool use (shell, file edits, test runs).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 23:31:07 -06:00
scotttong f5fb8ada3b Restore chat contacts, agent pins, and scrollable recent navigation (#19685) 2026-11-06 19:17:25 -08:00
DottaandPaperclip fdda02a26e fix(ui): remove stale plan approvals from the composer (#19528)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - A task can ask a person to approve a saved plan.
> - The server refuses approval after a newer plan replaces that plan.
> - The document and request queries can finish at different times.
> - The composer can then keep controls for a plan that is already out
of date.
> - This change removes those controls when a newer saved revision is
known and refreshes the request state.
> - People can review the current plan without an obsolete approval
above the composer.

## Linked Issues or Issue Description

**What happened?**

An old plan approval can stay above the task composer after the plan
changes. Selecting Approve returns a superseded error. The failed action
does not refresh the request list.

**Expected behavior**

Remove the old approval and its pending count as soon as the UI knows
that the plan has changed. Keep a newer approval visible if its document
query still has an older revision. Preserve accepted decisions and
unrelated requests.

**Steps to reproduce**

1. Create a confirmation for a saved plan revision.
2. Save a newer plan revision while the old request remains in the
browser cache.
3. Read the composer before the request query finishes.
4. Try an old approval after the server has expired it.

**Paperclip version or commit**

Source checkout based on `5d25117ffa`.

**Deployment mode**

Source checkout. The regressions use the production React components and
query cache in jsdom.

Related work: Refs #14907 (replaced request receipts) and Refs #15025
(server replacement for requests from board users). This change fixes
the interval between document and request reads, plus the refresh after
a failed resolution. It does not change those server or history rules.

## What Changed

- Remove pending approvals for older saved plan revisions from the task
display and composer.
- Compare revision numbers, or document and request times for targets
that have only a revision ID. Keep newer requests when the document
cache is behind.
- Refresh request queries after document activity and settled approval
errors.
- Use the same plan freshness check for recovery retry. An old hidden
approval no longer blocks Retry agent.
- Test the recovery controls and the guards for missing plans, accepted
decisions, questions, other tasks, other companies, and older document
reads.
- Add regressions for both workspace presentations, task and
conversation modes, revision formats, unrelated requests, and accepted
history.
- Document the display behavior in the development guide.

## Verification

- TDD: five assertions failed before the main fix. Old controls stayed
in the composer, document activity did not refresh requests, and
superseded accept or reject responses did not read the new state.
- The previous session recorded 815 passing focused UI tests after the
recovery retry fix at `d95cf3235ed83dc1f6c7f51372dff408814eb15c`. UI
typecheck, the production UI build, and token gates also passed.
- The main fix at `5147fd29a03413596d5b2445ae3b480352cbff1a` passed all
CI gates. This includes typecheck, build, general tests, and eight E2E
shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/42266101662).
- The prior affected local run passed 7,656 UI tests, with one skipped,
and 38 shared tests. Its CLI phase had two file-mode failures under the
agent's `0077` umask and a child-server timeout during first-use builds.
All three CLI files passed after a new check with `umask 022` and warm
build dependencies: 25 tests passed. No CLI source changed. The initial
full command did not pass or store a reusable pass.
- On this continuation, the local test command could not start because
the restored workspace has no installed Vitest dependency. No test
verdict came from this attempt.
- Final
[CI](https://github.com/paperclipai/paperclip/actions/runs/42302544154)
passes all applicable required gates for
`d95cf3235ed83dc1f6c7f51372dff408814eb15c`, including typecheck, build,
general tests, and eight E2E shards. Greptile and Paperclip reviews both
report 5/5 at that exact revision, with no unresolved findings. The
separate advisory review workflow remains queued.
- No live browser acceptance or deployment is claimed.

## Risks

- The UI must distinguish an older approval from an older document
cache. Tests cover both query orders and preserve newer approvals.
- This is a display and cache refresh change. Stored decisions, server
authorization, approval gates, and database schemas are unchanged.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact deployment model ID and context window size are not
exposed in this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with available version and
capability details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the bug template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My remote 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 for the final revision
(scope and initial environment failures are stated above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 16:25:51 -06:00
DottaandPaperclip c66b4a55ef fix(ui): explain monitor waits during active runs (#19519)
## Thinking Path

> - Paperclip manages work performed by AI agents.
> - Task monitors schedule later checks through execution admission.
> - A native run must save its work before a monitor starts another run.
> - The monitor banner can show an overdue warning during this valid
wait.
> - It also promises the next tick and offers a check that cannot start.
> - This change explains the active run hold on both monitor surfaces.
> - Users can see why the check waits without changing execution guards.

## Linked Issues or Issue Description

Refs #16975 and #17863. The branch also preserves the quiet
workspace-wait behavior from #19507. These changes added the native
settlement guard and monitor deadline worker. A search found no open PR
for this display case.

**What happened?**

A monitor became due while its native run was still saving work. The
banner showed an overdue warning and “Fires on next tick.” The check
later ran. The warning did not explain the execution hold.

**Expected behavior**

Show the active run wait. Keep the saved check time. Restore the normal
display when the run clears.

**Steps to reproduce**

1. Keep a task run active and set a monitor on that task.
2. Let the saved check time pass.
3. Inspect the monitor banner and composer strip.

**Paperclip version or commit**

Reproduced in mounted production components at a434edf991. The branch
also includes current master.

**Deployment mode**

Source checkout on Linux. PostgreSQL tests use an isolated embedded
database. No staging deployment is part of this PR.

## What Changed

- Pass the existing task live-run state to both monitor surfaces.
- Explain the current run wait. Keep its tone neutral and its saved
check time visible.
- Hide Check now during the hold. Restore it when the run clears.
- Keep pending GitHub PR links visible during the hold. Restore Check
status after the run clears.
- Preserve blocked-task, retry, and idle-overdue display behavior.
- Add rendered regressions and PostgreSQL finalization-release tests.
- Document the distinction between a deadline and admission.

The monitor display owns this change. The page already reads task run
state, so this adds no API request. The scheduler and its guards are
unchanged. The PostgreSQL tests confirm existing behavior. They are not
evidence of a repaired scheduler fault.

## Verification

- Before the repair, all three new rendered cases failed: future,
due-now, and two-minute-overdue monitors during an active run.
- After the repair, 50 UI tests pass across IssueMonitorBanner and
issue-monitor. The same tests check return to normal display when the
run clears.
- Deadline, scheduled-work, and delivery-coordinator tests pass: 50
tests. The combined five-file run before the final safety assertion
passed 99 tests.
- PostgreSQL regressions cover release of committed and terminal_failure
holds, rollback, one admitted wake, and quiet workers after settlement.
- UI typecheck, token gates, and git diff --check pass.
- A frozen install and plugin SDK dependency build were required for
server test collection. The first collection attempt could not resolve
the unbuilt SDK. That attempt had no test verdict.
- At initial head ee030bdf22, the focused
three-file run passes 52 tests: 50 UI tests plus both PostgreSQL
finalization-release cases. UI typecheck and token gates pass again
after the master merge.
- The complete PostgreSQL scheduling suite passes all 56 tests before
the master merge. The earlier 54-test baseline also passes.
- A real local task page passes in Chromium with fresh embedded
PostgreSQL and a process run. Both monitor surfaces explain the hold.
Check now stays hidden. Advancing the client clock past the deadline
keeps the neutral wait. Reload preserves it. No page errors occur.
- The first browser probe used an already-due monitor on a legacy
process fixture. That path consumed the schedule before the page loaded,
so the expected banner was absent. The corrected probe saves a future
monitor and advances only the client clock. It verifies the display; it
does not claim native scheduling acceptance.
- [CI run
42260573923](https://github.com/paperclipai/paperclip/actions/runs/42260573923)
passed for ee030bdf22. A later review found hidden PR links during an
active run; c3604bf4b4 repairs that case. That revision later needed a
master conflict repair before build/test CI could start. Final head is
7fe2417e4005378a8c2aee9451ae14f6f49c54ff; its required checks have
completed successfully.

The incident data establishes an active-run hold at the first due time.
It does not fully explain the later interval between terminal status and
monitor admission. This PR fixes the confirmed display defect. It does
not claim to repair an unproven lost wake.

- The review regression failed first in two cases with no PR links:
future and overdue GitHub monitors during an active run. After the
repair, 52 UI tests pass. They cover links on both surfaces, held check
actions, return to Check status, and removal of merged PR links. UI
typecheck and token gates also pass.

- Current master was merged at 7fe2417e40. Both the PR-link tests and
master’s quiet workspace-wait tests are retained. All 65 tests across
IssueMonitorBanner, issue-monitor, and IssueScheduledRetryCard pass. UI
typecheck, token gates, and diff checks pass. [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/42267525907)
completed successfully: 55 successful checks, three skipped, and one
neutral. Build, Typecheck + Release Registry, and ci / verify passed.
Greptile reviewed this exact head at 5/5 with no actionable findings.
The prior reviewer thread is resolved; no review threads remain open.
The real Chromium acceptance above was performed at ee030bdf22; the
final link handling and merged workspace-wait cases are covered by the
mounted component tests and fresh CI.

## Risks

- The wait display depends on the page’s existing live-run query. A
stale query can briefly keep the wait visible.
- A monitor with no active run still shows an overdue warning. A blocked
task keeps its existing pause controls.
- No schema, scheduling, ownership, or authorization change.

## Model Used

OpenAI Codex, GPT-6 family, with repository inspection, code editing,
shell tools, and test execution. The exact serving snapshot and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 16:16:58 -06:00
TonioandPaperclip c650f36007 fix(ui): refine agent profiles, identity editing, and list actions (#19535)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent pages expose identity files, reporting relationships, and
runtime settings.
> - Several controls had inconsistent spacing, weak navigation, or
misleading save feedback.
> - Empty task-row detail slots also reduced the title width before
truncation.
> - This pull request fixes those behaviors and aligns the reviewed UI
details.
> - The result is clearer agent editing and more readable task and agent
lists.

## Linked Issues or Issue Description

**What happened?**
Agent headers and file controls had inconsistent layout. The Identity
footer appeared without edits and did not provide clear save
confirmation. File names could wrap or omit the Markdown suffix. Task
titles truncated while empty detail slots occupied the row.

**Expected behavior**
Keep headers and actions aligned. Reveal the Identity footer only for
changes or save feedback. Use valid Markdown file names and actual file
dates. Let titles use available space.

**Steps to reproduce**
1. Open an agent overview, then its Identity tab.
2. Edit, undo, save, copy, and add an instruction file.
3. Resize the file panel and inspect file names and date labels.
4. Hover an agent row and inspect the Chat action and tooltip.
5. Open a task list with no recovery or external details and inspect
title width.

Related: #18716 is the prior UI bundle. #16934 and #14483 concern role
editing; this change does not add a role picker.

## What Changed

- Refine the character header, inline title and name editing, crown
position, runtime shortcut, and Chat/New task actions.
- Align profile metadata and manager selection; hide empty direct
reports.
- Refine Identity panels, Markdown filename validation, file-row hover,
truncation, Paper Mono typography, and copy feedback.
- Add a viewport-bound save footer with dirty, saving, and saved states.
Keep undo/discard separate from successful saves.
- Return recorded creation or modification dates for instruction files.
Reuse the active file transaction for metadata reads to avoid exhausting
the small connection pool.
- Reveal the agent-row Chat icon and label on hover, with a standard
delayed tooltip.
- Collapse empty task-row details so titles can use the available width.

## Verification

- Browser checks covered the local overview and Identity flows, narrow
file panels, successful file creation/update, undo/discard, header
navigation, row hover, tooltip delayed-open state, and full task titles.
- Focused instruction, save-footer, date, font-asset, and task-row tests
passed during development. After review, 55 file/instruction tests
passed, including cold restoration with recorded and unknown dates;
server typecheck and 18 immediate-save response tests also passed.
- Full `pnpm -r typecheck` and `pnpm build` passed after rebase onto
current master. The complete `pnpm test:run` attempt hit a 15-second
timeout in the existing chat Retry HTTP integration test; that case
passed in isolation (1 test passed). A second full attempt hit timeouts
in two other chat integration cases (GitHub webhook draining and
delivery retry budget); both passed in isolation without increasing
timeouts. All 55 remote checks passed on f31405a730, including the full
test matrix, build, typecheck, and final verification gate.
- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `git diff
--check` passed on the submitted revision.

## Risks

- File dates are optional. Managed files require recorded dates because
restored projections have synthetic filesystem timestamps. External
files can use modification time; unknown dates are omitted.
- Save-footer timing depends on animation completion; reduced-motion and
failed-save paths have tests.
- Global Paper Mono typography can change text widths. Browser checks
covered the edited surfaces.
- No schema migration or new execution permissions are introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 11:14:56 -08:00
Devin FoleyandPaperclip fd4b197f83 fix(ui): hide runner selection during agent setup (#19517)
## Thinking Path

> - Paperclip lets people manage AI agents for work.
> - Agent setup connects a harness, model, account, and computer.
> - The system already selects a qualified runner for a new agent.
> - Setup still asks users to select that internal runner.
> - The runner dropdown can be the only field in Advanced.
> - This PR removes the dropdown and hides an empty Advanced section.
> - Users keep their saved execution settings and see fewer setup controls.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent creation, onboarding, built-in agent setup, company import, and agent configuration.

**Subsystem affected**

The UI, setup error messages, tests, and Storybook fixtures.

**Current behavior**

Users can select a runner from a dropdown. Some setup screens place only that dropdown in Advanced. Errors can direct users to that control.

**Proposed behavior**

Remove runner dropdowns from setup and configuration. Use the existing automatic selection for new agents. Retain saved runner settings. Show Advanced only when other fields remain.

**Reason and benefit**

Users can configure agents without an extra internal execution choice. Setup also avoids an empty Advanced section.

**Breaking changes**

Users can no longer select a runner through these UI dropdowns. The API and CLI retain their runner options. Existing agents keep their saved execution settings.

**Additional context**

Related: [Default new agents to the qualified runner for their harness](https://github.com/paperclipai/paperclip/pull/15422). This PR changes the existing setup UI. It adds no harness or runtime default. The master merge retains the custom gateway placement from [#19510](https://github.com/paperclipai/paperclip/pull/19510).

## What Changed

- Remove the shared runner dropdown and its setup/configuration callers.
- Hide Advanced when it has no remaining fields. Keep command and argument settings where supported. Preserve custom gateway setup under Advanced on the Claude and OpenAI API key paths.
- Keep setup failures visible and keep the retry action outside the removed control.
- Update errors and documentation that referred to the removed dropdown.
- Update component tests and Storybook fixtures for the new UI states.
- Make Legacy first-task evals resume an API-configured setup record. Record that path separately from fresh automatic onboarding.

## Verification

- Latest master integration (`187c0f6d6e5`): 276 onboarding/provider-connection tests passed across six files. UI typecheck and build passed. Token gates, query-error rendering checks, and the Storybook catalog check passed. The conflict resolution retains master's bounded connection tests and cancellation while removing the obsolete runner instruction. The first test command used the wrong working directory and failed before collecting tests; the corrected invocation from `ui/` passed.
- Earlier branch verification passed: full workspace build and typecheck, 1,037 focused UI/service tests, 49 heartbeat provider contract tests, eval typecheck, and 30 map/catalog tests.
- The full local `pnpm test:run` run passed all six chat integration shards (1,931 tests). It was stopped for the master merge before the complete suite finished. The [complete CI run](https://github.com/paperclipai/paperclip/actions/runs/42264662642) passed on the previous head `72e1699`.
- Current head `a097c8369d079c839e78661a2206cfa62c5210e0`: [full CI](https://github.com/paperclipai/paperclip/actions/runs/42273168268) passed. PR checks total 55 passed and 3 skipped, with none failed or pending. Greptile reviewed this head at 5/5 with no actionable findings or unresolved review threads.
- Live browser/provider evals have not run. The Legacy eval change has no live qualification claim.

## Risks

- Removing the dropdown changes the setup UI. Existing API and CLI runner choices remain available.
- Conditional Advanced sections must retain valid command and argument fields.
- Legacy first-task evals now prove setup resumption. They do not prove the fresh-agent automatic default.
- No schema change or data migration is included.

## Model Used

OpenAI `gpt-6.1-sol`, through Codex in T3 Code. Reasoning effort: `xhigh`. The model used file editing, shell commands, and test tools. The harness does not expose the context window size.

## Checklist

- [x] I have included a thinking path that traces from project context to this change
- [x] I have specified the model used (with version and capability details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-11-06 10:58:42 -08:00
Devin FoleyandPaperclip e3d8f42e19 fix(ui): recover stalled onboarding connection checks (#19505)
Bound the complete onboarding connection check to two minutes, abort its
requests on timeout, and ignore late results. Keep the saved account
available for retry and resume its matching unfinished setup after refresh.

Verified 242 focused tests, workspace typecheck and build, and the complete
hosted CI check set. Greptile is 5/5 with no unresolved review comments.
Local full-UI timing failure and interrupted CI runner attempts remain
documented in the PR evidence.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 10:31:18 -08:00
DottaandPaperclip 952ecdbb39 feat(ui): show assignee avatars in task lists (#18607)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People use task lists to see who owns each task.
> - The shared task table shows an assignee name without a picture.
> - A picture helps people find an agent or person when they scan the
list.
> - This pull request shows the existing avatar beside the assignee
name.
> - The table uses the same image and fallback components as other
identity views.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Assignee column in the shared task table.

**Subsystem affected**

`ui/` — the task table and its page data.

**Current behavior**

The column shows only an assignee name. People must read each name to
find an owner.

**Proposed behavior**

Show the agent avatar or human profile image beside the name when the
Assignee column is visible. Use the existing fallback if an image is
missing. Show no avatar for an unassigned task.

**Reason and benefit**

People can use the same identity pictures throughout the app. This helps
them scan task ownership.

**Breaking changes**

None. The API, task assignment, name sorting, and filters keep their
existing contracts.

**Additional context**

Related work: #2422 adds agent avatar URL support. It does not add
avatars to this table. #13319 aligns icons in task properties. This
change uses the existing identity components.

## What Changed

- Pass agent appearance and human profile images from existing company
data to the task table.
- Keep the avatar visible beside a long name as the name scrolls on
hover or focus.
- Respect the Assignee column setting and keep unassigned rows without
avatars.
- Load human photos only from Paperclip asset URLs. Show initials for
external profile URLs without an image request.
- Add tests with the real task row for agent and human images, image
fallbacks, unassigned tasks, and the Columns control.
- Use the shared human label when a directory entry is missing. The
local operator shows Board. Other missing users show the short user ID.
- Update Storybook data, design guidance, and the task-list verification
steps.

## Verification

- Current head: `c49fee5c9b`. The source-tested merge is
`586873fe47921b250ab0de18371d25632f46cff0`, which integrates master
`53645a0104`. The last commit removes only the inherited avatar
paragraph from the feature map under the current map-scope rule. Map
checks pass again. No history rewrite or duplicate feature PR.
- Reproduced the old voice-report CI failure before integration. The
unchanged test on `7f1d137a` passed on an unloaded local machine. With a
controlled 3,250 ms delay in its first local provider fixture and a
15-second wait, the old polling failed: expected 105 report requests,
received 315. This confirms the fake clock crossed refresh deadlines
during database work.
- Master already fixes this exact failure through #18628 (`d26628e35a`).
The fixed polling passes with the identical delay and wait budget. The
exact session IDs, 105 requests, one attempt per report, bounded
reconstruction, restart, and quiet assertions remain. The temporary
delay is removed.
- Final committed code: all 15 voice-report tests and 46
scheduler/coordinator tests pass against disposable embedded PostgreSQL
on macOS arm64. No external provider call is used.
- All 154 tests pass across eight focused UI suites: TaskList,
TaskList.assignees, CoordinatorTasks, IssueRow, AgentAvatar,
useTaskListCollection, useTaskListColumnPreferences, and TaskChatBubble.
- Three merge conflicts retained both current behavior and the avatar
feature: current sorting and column preferences, unread state, assignee
photos, and shared human labels. The focused tests cover those
contracts.
- UI TypeScript, UI build, token gates, map structure, Storybook catalog
generation, and whitespace checks pass. Storybook output is generated
and ignored.
- The original server shard failure remains recorded: [voice-report CI
failure](https://github.com/paperclipai/paperclip/actions/runs/41472540522/job/125369899753),
expected zero idle holds but received two. Older attempts also had
attention-retention and sandbox-runtime timeouts; their causes were not
established in those attempts. Fresh CI must qualify the merged head.
- Previous review findings were fixed with red/green coverage: missing
avatar tests, shared human labels, and arbitrary human image URLs.
Current code still limits human photos to Paperclip asset URLs; external
URLs use initials and start no image preload.
- Prior browser checks covered agent and human images, fallbacks,
unassigned rows, hidden columns, and long-name keyboard focus. Those
checks used production components with fixture data and do not prove
live backend behavior. No new browser or hosted task action was
performed for this CI repair.
- Current head `c49fee5c9b`: Greptile and Paperclip review both give 5/5
with no findings. The initial CI attempt passed the original server
shard and all other completed test suites. The workspaces-a 2/2 job was
interrupted by a runner shutdown signal ([job
log](https://github.com/paperclipai/paperclip/actions/runs/42250845315/job/128006963628));
it has no complete test result. A single bounded retry of that shard and
its dependent verification has been requested after the initial workflow
ended. No source change is based on that interruption.

- Final-head qualification: `c49fee5c9b75b695d2894933bbcbe0896aab9148`
passes all 55 applicable CI checks (three skipped, one neutral review).
[CI
result](https://github.com/paperclipai/paperclip/actions/runs/42250845315).
Greptile gives 5/5 with no open findings. Hosted task recovery remains
pending verified rollout.

## Risks

- Low risk. The change adds identity pictures through existing UI
components and existing company data.
- Human profile images hosted outside Paperclip show initials in this
table. This matches the existing task-message avatar rule.
- A long name has less width beside its avatar. The existing hover and
focus reveal keeps the name readable.
- Current master changes table sorting and preferences. Merge resolution
retains these contracts and their tests. Fresh CI and review must pass
before merge.

## Model Used

OpenAI GPT-6 through Codex assisted with code and verification. The
runtime did not expose an exact model ID or context-window size. The
agent used code execution and repository 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 —
current head `c49fee5c9b`; the map-scope finding is fixed and its thread
is resolved
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 11:01:02 -06:00
Nicky LeachandClaude Opus 5.5 832ede93ed fix(apps): stop the Connectors page from pegging the CPU on managed instances (#19380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Connectors page (`/apps`) merges native connectors with about
1,600 apps from the Composio and Arcade catalogs
> - #19328 made some native connectors yield to aggregator sign-in on
managed instances. To decide, it checks whether any aggregator serves
each native row
> - That check scans the whole catalog. It runs once per native row for
every catalog app, so one pass makes about 1,600 × 110 × 1,600 name
comparisons
> - The pass also re-runs on every render, because a memo dependency is
a `Map` rebuilt in the component body. Aggregator polling keeps renders
coming
> - On a managed instance, the page pegs a CPU core and does not become
usable. Self-hosted instances skip the branch, and the tests used one or
two catalog entries, so nothing caught it
> - This pull request makes the check a set lookup, keeps the memo
inputs stable, and adds a test at shipped catalog scale plus a general
review rule for rendering large collections
> - The benefit is that `/apps` loads normally on managed instances
again, and similar regressions fail a test or get flagged in review

## Linked Issues or Issue Description

Refs #19328
Refs #19247

**What happened?**
On a managed instance, opening `/apps` pegs the CPU at 100%, and the
page is very slow or unresponsive.

**Steps to reproduce**
1. Open a managed instance (`useCloudInstance()?.managed === true`).
2. Go to `/apps`.
3. The tab holds a CPU core at 100%.

**Expected behavior**
The Connectors page renders in well under a second, and it does not
re-run catalog work on unrelated renders.

**Root cause**
In `ui/src/pages/apps/Browse.tsx`, `yieldsToAggregators()` calls
`hasAggregatorRoute()`. That function scans every aggregator catalog
entry with regex normalization. The `managedCatalog` loop calls
`yieldsToAggregators()` for every native row, for each of about 1,600
catalog apps. A Node benchmark with the shipped catalog data measured
about 214 s per pass on a managed instance and 40 ms self-hosted. The
`rows` memo depended on `upstreamAppsBySlug` and `gallery`, which were
rebuilt on every render, so the memo never reused its result.

## What Changed

- Index every aggregator identity once (`managedCatalogIdentities`), so
the aggregator route check is one `Set` lookup.
- Cache each slug's yield decision for the pass. Rows hold their final
connections and chat endpoints by then, so the answer cannot change.
- Normalize native row identities once before matching them against
catalog apps.
- Memoize `gallery`, the aggregator snapshots, `upstreamAppsBySlug` and
`managedCatalog`. A small `useShallowStableItems` helper keeps the
per-gateway `useQueries` data stable, so the `rows` memo runs only when
connector data changes.
- Match catalog apps to native rows through an identity-to-row index
instead of scanning the native rows for each catalog app. The earliest
row among an app's alias lookups is the row the old ordered scan found.
- Add a test that loads the shipped aggregator catalog and every native
connector in managed-instance mode, with a saved Composio gateway and
account. It counts `aggregatorAppIdentity` calls. The full load must
stay under 20× the catalog name count (today about 5×). An unchanged
refetch and a search must not rebuild the rows, and a changed account
must still appear. Above the limit the counter throws, so a regression
fails in milliseconds instead of blocking the test worker.
- Add `rules/ui-render-cost.mdc`, a general rule for `ui/src/**` code
that renders large collections: no nested scans, stable memo
dependencies, and a realistic-size test with a deterministic work
counter when a change touches such a path. Register it in
`.greptile/files.json`.

## Verification

- `cd ui && npx vitest run src/pages/apps/Browse.test.tsx`: 100 of 100
pass.
- With the previous `Browse.tsx` and the new test, the new test fails in
70 ms with "Connector catalog work exceeded its budget".
- Measured on the new code: a full managed-instance load makes 25,810
identity calls for 5,095 catalog names. A search makes 0.
- `node scripts/run-tsc.mjs -b` in `ui/`: no new errors. The only errors
are in `PluginOrganizationSwitcher`, because `@paperclipai/plugin-sdk`
is not built in a fresh worktree. They are unrelated to this change.
- `pnpm check:token-gates`: all gates clean.
- I did not check this in a browser on a managed instance. A local
self-hosted instance does not take that branch.

## Risks

- Low. The row-building logic gives the same results. The existing
managed-instance Slack, Asana and Google tests still pass.
- `useShallowStableItems` writes a ref during render. In the worst case,
a concurrent render does one extra memo pass. It cannot return stale
data, because it compares every item by identity.
- The new rule applies to all `ui/src/**` reviews. Its body limits it to
large or unbounded collections, to keep review noise low.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file editing, 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 06:00:31 -06:00
f8cb4957dc fix(ui): default Tasks to All tasks with a neutral sort header (#19393)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Tasks page helps people inspect work across their company.
> - A new viewer currently starts in Mine and can miss other company
tasks.
> - The task table also shows an active sort header before the viewer
selects a sort.
> - This pull request starts new viewers in All tasks and keeps the
default sort header neutral.
> - People see company work in newest-update order and keep their saved
view choices.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The initial task view and the task table's default sort state.

**Subsystem affected**

ui/ — React board UI.

**Current behavior**

Tasks opens Mine when the viewer has no saved view. The table highlights
Last updated even when the viewer has not selected a column sort.

**Proposed behavior**

Tasks opens All tasks when no saved view exists. The table keeps
newest-updated tasks first without an active header or arrow. A column
selection or an explicit sort URL activates the selected header.

**Reason and benefit**

New viewers can inspect company work immediately. The header
distinguishes default ordering from an explicit sort choice.

**Breaking changes**

The first-visit view changes from Mine to All tasks. Saved views and
explicit view URLs keep priority. Existing Inbox and Needs attention
preferences retain their meaning. The change does not alter task access
or database contracts.

**Additional context**

Refs #19363. This change builds on the grouped task menu from that
merged pull request. It uses the existing menu and design tokens.

## What Changed

- Default the Coordinator and combined task surfaces to All tasks.
- Preserve saved personal views and migrate previous picker choices.
- Keep implicit Last updated descending order separate from active
header state.
- Test default ordering, explicit sorting, reset behavior, view
selection, and preference migration.
- Update the product and implementation docs.

## Verification

- Passed 118 focused tests across task routing, table sorting, views,
and collection preferences.
- Passed `pnpm check:token-gates`, `pnpm -r typecheck`, and `pnpm
build`.
- Full `pnpm test:run` is running. Its result will be updated here.
- Greptile passed the current head with 5/5 and no findings or open
review threads.
- Browser check: All tasks uses the grouped My work and Organization
menu. Last updated has no active highlight by default. Selecting the
header adds the sort URL and active direction. Removing the explicit
sort restores the neutral header.
- Manual check: Open Tasks with no saved task view. Confirm All tasks
opens. Select Mine, leave Tasks, and return. Confirm Mine remains
selected.

## Risks

- The new default shows more accessible company tasks on the first
visit. Saved view choices remain intact.
- Task tables share the sort-state change. Explicit sort links and
column clicks retain active styling. Default row order stays
newest-updated first.
- No schema, API, permission, or execution changes.

## Model Used

OpenAI Codex, GPT-6 family. This session does not expose the exact model
ID or context-window size. Used reasoning, code editing, terminal
commands, and browser verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 18:44:59 -08:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
4550253dc9 feat(ui): rename Needs you to Inbox and move Mine into Tasks (#19363)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Coordinator gives people navigation for conversations, tasks, and
decisions.
> - The decision entry is called Needs you, while a separate Inbox
remains under More.
> - Coordinator's personal task filter does not retain the full behavior
of the original Mine view.
> - This pull request names the decision entry Inbox and hosts the
original personal work views inside Tasks.
> - People keep their triage tools and saved choices without moving
between two task destinations.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Coordinator navigation and the personal Mine view in Tasks.

**Subsystem affected**

UI navigation, task view routing, task collection preferences, and
browser coverage.

**Current behavior**

Needs you opens the decision feed. More contains another Inbox
destination. The default Coordinator task filter matches task creators
and assignees. It does not use the full personal participation rules,
archive behavior, shortcuts, grouping, or saved columns of the original
Mine view. The organization task table also resets its column choices on
reload.

**Proposed behavior**

Inbox opens the same decision feed with the inbox icon. Tasks defaults
to Mine and remembers a person's selected view per company. Mine uses
the existing personal Inbox implementation and preferences. It retains
read/unread title weights, keyboard navigation, read/unread shortcuts,
archive and undo, mobile swipe-to-archive, grouping, and saved columns.
Old Inbox links open the matching task view. The organization task table
saves its columns and order per person and company.

**Reason and benefit**

People get Chat, Tasks, and Inbox as distinct navigation entries.
Personal work remains a view within Tasks without losing the existing
triage behavior.

**Breaking changes**

Coordinator no longer offers the previous Inbox destination under More.
Old Inbox URLs redirect into Tasks and retain query parameters and
fragments. The Needs you label becomes Inbox; its decision feed, count,
history, and resolution paths stay in place. Classic retains its
separate optional combined-list setting.

**Additional context**

Refs: #19360, the workspace-defaults PR now integrated from master.
Refs: #10620, related Inbox attention ordering. Duplicate searches found
no open PR for this navigation and Mine integration. Roadmap review
found no separate new execution feature in this scope.

## What Changed

- Rename Coordinator's desktop and mobile decision entry and page to
Inbox. Use the inbox icon. Remove the old Inbox item under More. Clarify
that the combined-list experiment applies only to Classic.
- Add one Coordinator task-view router. Host Mine, Unread, Recent,
Blocked, and Everything through the existing Inbox owner. Keep
organization views in the task table and board. Normalize legacy
filtered URLs before mounting a collection so clearing the last filter
preserves the current layout and local filters.
- Reuse the existing Mine API, participation, read state, archive cache,
undo, keyboard, mobile gesture, grouping, and preference paths. Existing
personal column choices carry over.
- Save organization task-table columns and order per person and company.
Keep controls usable if browser storage fails.
- Update navigation tests, routing and persistence regressions,
exact-run retry browser coverage for each workspace variant, product
documentation, and the affected Storybook notes. Keep existing story
IDs.

## Verification

- Preference, routing, navigation, task table, and inherited Inbox
regression tests pass in focused runs. After integrating master and
addressing the review finding, all 187 focused tests, UI typecheck, and
token gates pass.
- Full build and repository typecheck pass after integrating master. The
full UI suite previously passed: 894 files, 11,169 tests passed, and one
skipped. All 14 desktop/mobile triage and exact-run retry browser cases,
including a fresh production UI build, pass after integrating master.
- The full repository test suite was not run locally for this UI-only
change; full PR CI is running.
- Browser checks use a fresh isolated local instance and a deterministic
process agent for real run-attributed unread activity. They exercise
legacy URLs, title weights, saved grouping and columns, read/unread
shortcuts, archive/undo, and a real mobile touch gesture.
- Earlier browser fixtures were corrected: own activity is read, agent
comments need valid run attribution, and undo uses `u` after the archive
refresh completes. The Inbox content heading is scoped separately from
the layout heading.
- The final settings wording correction passes all 63 settings tests.
- The [next CI browser
run](https://github.com/paperclipai/paperclip/actions/runs/42137377960/job/127629100535)
caught an old URL assertion for denied run retries. The test now pins
each workspace variant and covers Coordinator Tasks explicitly. The old
expectation fails deterministically for Coordinator; all 12 retry cases
pass with the corrected destination, preserving exact run identity and
truthful queued, deferred, and denied feedback.
- Token gates, map checks, and Storybook catalog checks pass. All 30
map/catalog script tests pass. Storybook play tests were not run.
- Greptile reviewed [the final
commit](https://github.com/paperclipai/paperclip/commit/5f2f3789b83af259f694f379afb769465688fb72)
at **5/5** with no new actionable findings. Its sort-only link finding
is fixed and resolved: three cases fail before the fix and pass after
it. `sortField` and `sortDir` keep organization links on the
organization table. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/42139668774)
is running.
- [CI exposed a routing
race](https://github.com/paperclipai/paperclip/actions/runs/42135293421/job/127621981587)
when removing the last label from a legacy Everything link. Four
deterministic regressions failed before the fix and now pass:
collections only mount after URL normalization. The existing end-to-end
component cases confirm local filters, board layout, fragments, and
history survive the change.
- The [initial server shard 4
run](https://github.com/paperclipai/paperclip/actions/runs/42131163087/job/127608751620)
failed an unchanged monitor-drain idleness assertion: two active
operations remained instead of zero. The complete scheduling suite
passes locally (54 tests). One isolated CI retry passed, including its
dependent verification gate. The original timing failure's root cause is
not established.

## Risks

- Mine includes the existing tasks, approvals, failed runs, and join
requests, preserving the original personal participation and attention
rules.
- Shared URLs with organization filters or table sort parameters still
open the organization task collection. Task back-links retain their
original fragments.
- Saved preferences are browser-local. Mine keeps its existing storage
keys; the organization table and selected Coordinator view use
person/company scopes.
- No database or server API contract changes are included. Existing
company access, personal participation, and decision permissions retain
their owners.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 17:07:24 -08:00
f2593b7905 feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People enter that work through the workspace, agent conversations,
and tasks.
> - Coordinator and Agent Chat still require experimental enrollment.
> - Task link prefetches do not warm the compact queries used by the
default task view. Chat also waits for a request when its navigation
list already holds the conversation.
> - This pull request makes Coordinator and Agent Chat standard and
reuses the reads needed for navigation.
> - People can choose Classic workspace in Experimental settings. Cached
work can appear while fresh data loads.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Workspace selection, Agent Chat availability, and navigation between
Chat, Tasks, and task details.

**Subsystem affected**

Cross-cutting: UI, workspace preferences, instance settings, and the
database migration.

**Current behavior**

People must enable Coordinator and Agent Chat in Experimental settings.
Opening a task can repeat requests because prefetch warms the full
detail and comment queries, while the default view reads compact task
data and a recent comment window. Opening Chat waits for a detail
request even when the current person's conversation list contains it.

**Proposed behavior**

Coordinator is the standard workspace for everyone. Experimental
settings offer Classic workspace, off by default. Old Coordinator
experiment values do not select Classic. Agent Chat is available to
everyone, including instances with an old saved or managed off value.
Task link intent warms the queries used by the mounted view. Chat can
use the current person's company-scoped conversation list during
refresh.

**Reason and benefit**

People can use the standard workspace without setup. Repeat navigation
can show cached content while the server refreshes it.

**Breaking changes**

Existing Coordinator experiment and Agent Chat off values no longer
disable these surfaces. Classic requires an explicit new opt-in. The
workspace API keeps its existing response shape and audit checks. The
migration retains legacy values and adds a separate Classic preference.
Execution permissions, company access, and chat privacy checks still
apply.

**Additional context**

Roadmap check: this graduates existing surfaces and improves their
navigation. It does not add a new agent execution capability. Duplicate
searches found no open Coordinator workspace PR. Related server cache
work, Refs: #17828, addresses compact issue-list invalidation; this PR
addresses client navigation queries.

## What Changed

- Add a default-off Classic workspace preference. Derive the existing
workspace API response from that choice. Keep personal persistence,
account isolation, and audited writes in the workspace preference
service.
- Replace the Coordinator experiment control with Classic workspace. Use
Coordinator while preferences load. Update the existing settings
examples and navigation recipe.
- Retire the Agent Chat experiment control. Ignore old stored and
managed off values. Retain the compatibility key and the existing
execution and access checks.
- Reuse account- and company-scoped chat list data with its original
freshness timestamp.
- Share compact task and recent-comment query options between prefetch
and the task view. Keep full-history prefetch for Classic tasks and
expanded history.
- Add upgrade, replay, cache, account isolation, and browser switching
regressions. Update product, database, development, and roadmap
documentation.

## Verification

- Targeted preference, settings, migration, cache, and UI regression
tests passed during implementation. The cache tests hold refresh
requests pending and check that content still renders. They also check
account isolation and stale refresh behavior.
- A real browser test verified fresh Coordinator defaults, Classic
opt-in persistence, and return to Coordinator. It used an isolated
source checkout with fresh data on macOS.
- Token, migration numbering and safety, map, and Storybook catalog
checks pass after the rebase.
- Repository typecheck and build pass. Typecheck and token gates also
pass after review repairs. The broad local run passed all six chat
integration shards (1,931 tests). It then found the host-CLI-dependent
recovery fixture described below. Its remaining duplicate work was
stopped after the full current-head CI matrix passed; this is not a
claim that the broad local command completed green.
- Review repairs passed 419 UI/migration fixture tests, 19 Coordinator
navigation tests, and all 214 tests in the five affected server suites.
The 24 Chat/workspace browser tests pass, including standard Coordinator
switching and explicit Classic persistence.
- The broader browser repair run passed 85 tests. It retained two failed
assertions and skipped five later serial cases. The affected files then
passed all 11 tests after the fixes: reopen the desktop panel after
reload and open More for Audit and Connectors. This includes the five
serial cases that had not run.
- The broad local suite exposed a recovery fixture that executed the
host Codex CLI during a simulated remote probe. On a host with Codex
0.154.0, model fallback broke its fixed-model assertion. The fake
sandbox now reports Codex 0.160.0. All 20 selected recovery/provider
compatibility cases pass after the repair.
- A CLI company import/export suite timed out during server startup in
the second CI run. The port fallback is intentional in that fixture. No
root cause was established. That suite passes on the final commit in CI.
This records recovery, not a claimed product fix for the earlier
timeout.
- The first CI run exposed remaining assumptions about the retired flags
and Classic UI. The repair commit updates those fixtures and navigation
steps. It also restores the missing enabled Cases destination in
Coordinator. Earlier local recovery attempts used the wrong fixture
notification and advanced fake time during live execution; the corrected
tests use the subscribed recovery queue and wall time during execution.
- Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at
**5/5** with no new comments. The original finding is resolved.
- Current-head CI is green: **56 successful checks**, with three checks
skipped by workflow filters. This includes typecheck, build, the
complete Vitest matrix, all eight browser shards, Runner verification,
release checks, and security checks. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42132651414).
- Typecheck caught missing `pid` and `startedAt` fields in the simulated
command result. The fixture now returns the complete process contract,
and the server test-layer typecheck passes.
- Storybook catalog alignment was checked. Storybook play tests were not
run. Hosted latency and cold bundle loading were not measured.

## Risks

- The new default changes the workspace for people who previously left
the Coordinator experiment off. They can opt into Classic in
Experimental settings.
- The additive migration must run before the new server code. It is safe
to replay and preserves explicit Classic choices.
- Cached content can be stale during background refresh. Existing query
invalidation and source timestamps still control freshness.
- These changes reduce avoidable loading waits. They do not establish a
measured improvement in hosted request latency or initial bundle
download time.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 16:28:25 -08:00
DottaandClaude Opus 5.5 4ece2107b8 fix(connections): offer aggregator Slack sign-in on Cloud instead of a customer OAuth app (#19328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connectors let people give agents tools, such as Slack, from the
Connectors catalog or from an agent's inline "Connect" card
> - On Paperclip Cloud, the only Slack path is "Slack needs its own
OAuth app". The user must create a Slack app, paste a callback URL, and
enter a Client ID and secret
> - Managed Slack chat setup exists, but it is behind the experimental
Chat connectors setting, which is off on Cloud. Composio's and Arcade's
managed Slack sign-in exists, but the native Slack row hides it
> - In an onboarding test on Cloud, a tester got this card from the
onboarding agent, spent 7 minutes on it, and declined it. No Slack
connection was made
> - This pull request follows the existing Google Workspace pattern: on
Cloud, a native connector whose every setup path needs a
customer-created OAuth app yields new setup to the aggregators' managed
sign-in, in the catalog and in agent connection discovery
> - The benefit is that Cloud users can connect Slack with a sign-in
instead of creating a Slack app

## Linked Issues or Issue Description

**What happened?**
On a Paperclip Cloud instance, the onboarding agent asked the user to
connect Slack. Connectors > Slack > Connect showed "Slack needs its own
OAuth app. Slack does not let Paperclip register itself automatically,
so this connector needs an OAuth app you create." The form asks for a
callback URL, a Client ID and a Client secret. It has no link to Slack
app settings. The method description said "Use the provider-hosted
connection for the quickest setup." The tester gave up. The original
notes said that the cloud connector asked for an HTTPS server. That is
not correct: no HTTPS or deployment-mode check is in this path. The real
blocker is the customer OAuth app requirement.

**Expected behavior**
Slack can be connected from the supported Cloud flow without setup steps
that only an operator can do.

**Steps to reproduce**
1. On a Cloud instance with Chat connectors off (the Cloud default),
open Connectors and search for "Slack".
2. Click Connect on Slack. The "needs its own OAuth app" form opens.
3. Or, let an agent call `connections_search("Slack")`. It returns
native `slack` first, and its card opens the same form.

**Additional context**
Evidence: the Slack gallery entry on the Cloud instance had
`ownershipAvailability` `platform_shared: false`, `platform_provisioned:
false`, `customer: true`. `GET
/api/companies/:id/chat-slack/setup-options` returned 403 "Chat
connectors are disabled".

## What Changed

- `packages/shared`: add `nativeConnectorRequiresCustomerOAuthApp(app,
settings)`. It is true when every available setup path of a native
connector needs a customer-created OAuth app: no Paperclip-managed
client, no dynamic client registration, and no enabled chat setup.
- `ui/src/pages/apps/Browse.tsx`: on Cloud, such a connector yields to
aggregators, the same as the built-in Google connectors. The catalog
shows the "Connect through Composio or Arcade" row, and its Connect
button opens the provider choice. A saved native connection, a chat
endpoint, Chat connectors on, a self-hosted instance, or no aggregator
route keeps the native row.
- `server/src/services/connection-intents.ts` and new
`connection-native-yield.ts`: agent `connections_search` uses the same
rule. On Cloud, it does not prefer native Slack for new setup, so the
agent asks the provider-choice question (Composio, Arcade or Zapier).
The rule applies the advertised Paperclip Cloud connector profiles, so
apps with a managed Cloud client (for example Asana) do not yield. If
the profiles cannot be read, the native connector stays.
- `slack.json`: correct the Slack tool method copy, which said "quickest
setup". Add a "register" console link to `https://api.slack.com/apps`,
so the form now shows "Open Slack app settings".
- Tests in all three layers.

## Verification

Red/green. I committed the tests first (`2386fd83df`) and ran them
against unchanged source code.

**Red (before the fix):**

```
server › aggregator connection fallback › Slack on Paperclip Cloud
× offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
AssertionError: expected [ 'slack', 'google-calendar', …(7) ] to deeply equal [ 'via:composio:slack', …(2) ]
+   "slack", "google-calendar", "google-docs", ...
Tests  1 failed | 3 passed | 45 skipped (49)

ui › Connectors landing page
× offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
AssertionError: expected 'SlackSend and read messages in your t…' to contain 'Connect through Composio or Arcade.'
Received: "SlackSend and read messages in your team's channels.Connect"
Tests  1 failed | 5 passed | 92 skipped (98)

shared › Slack tool connection guidance
× describes the customer-created Slack app honestly and links to Slack app settings
AssertionError: expected 'Use the provider-hosted connection fo…' not to match /quickest/i
Tests  1 failed | 3 passed (4)
```

**Green (after the fix):**

```
✓ server › Slack on Paperclip Cloud › offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
✓ server › Slack on Paperclip Cloud › keeps native Slack when Chat connectors provide its own setup path
✓ server › Slack on Paperclip Cloud › keeps native Slack for a company that already saved a Slack connection
✓ server › keeps native Slack on self-hosted instances, where operators register their own Slack app
✓ ui › offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
✓ ui › keeps the built-in Slack connector when Chat connectors offer its setup path
✓ ui › keeps the built-in Slack connector when the instance is self-hosted
✓ ui › keeps a saved built-in Slack connection on its native row on Cloud
✓ shared › describes the customer-created Slack app honestly and links to Slack app settings
✓ shared › flags Slack only while its chat setup is unavailable
✓ shared › does not flag connectors with a managed, dynamic-registration, or credential path
```

Neighbouring suites:
- `packages/shared` (all): 98 files, 1060 tests passed
- `ui` `src/pages/apps` + `src/features/connections`: 54 files, 980
tests passed
- `server` `connection-aggregator-fallback` 49/49,
`connection-intents-service`, `native-connection-baseline-fixture`,
`runner-connection-eval-fixtures` passed. `satisfied-connection-intents`
52/52 passed when run alone. It had a suite-setup error only when three
embedded-Postgres runs went in parallel.
- `pnpm check:token-gates`: clean. `tsc --noEmit` shows no errors in
changed files. Local runs show unrelated errors because the
`paperclip-runner` workspace package is not built. CI runs the full
typecheck.

Still needs a live Slack workspace to prove:
- Complete Slack sign-in through Composio or Arcade on a Cloud instance,
and an agent tool call to Slack.
- An agent run on Cloud that asks the provider-choice question for Slack
and then connects through the selected aggregator.

## Risks

- Behaviour change on Cloud only, for native connectors whose every path
needs a customer-created OAuth app and that an aggregator serves. Today
that is Slack (when Chat connectors are off), and Box and Xero if the
aggregator catalog has them. On Cloud, these move to the aggregator
route for new setup, the same as the built-in Google connectors. Saved
connections keep their native row and discovery.
- Cloud users who want their own Slack app can still open
`/apps/connect?source=slack`, but the catalog row no longer links to it
while the rule applies.
- Self-hosted instances keep the native connector unchanged.
- Follow-up, not in this PR: enable managed Slack chat on Cloud (Chat
connectors Cloud default and `PAPERCLIP_SLACK_MANAGED_SETUP_ENABLED`).
This is a flag and operations change. It needs the Cloud Slack broker to
be proven first. When it is enabled, this rule stops yielding Slack
automatically.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of a staging instance, file
editing).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:12:45 -06:00
DottaandClaude Opus 5.5 d807887534 fix(ui): use one status glyph mapping for every task view (#19329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task status is the main signal on every task surface: sidebar rows,
the task header, the status menu, lists, the inbox, pills and chat
cards.
> - One task state rendered different status icons in different views. A
blocked task that waits on an active sub-task showed the blue "in queue"
glyph in the task header. The status menu, the chat chip and the sidebar
rows showed the red "Blocked" glyph for the same task.
> - The cause: each view passed its own subset of the presentation
fields to `StatusIcon`. Many views dropped `blockerAttention` and some
dropped `externalConversationState`. The status menu rendered its
current row from the bare status. The summaries API did not return
`blockerAttention`, so the recent-task sidebar could not know the state.
> - This pull request puts the state-to-glyph/label mapping in one
resolver and makes every task view pass all of its fields.
> - The benefit is that the same state uses the same icon and label
everywhere.

## Linked Issues or Issue Description

No public issue. Found in a hands-on onboarding test on a staging cloud
workspace.

**What happened?**

The sidebar and the task pane/status menu showed different status icons
for the same state. On the test task (blocked, waiting on an active
sub-task), the task header and the status button showed the blue "in
queue" glyph. The selected "Blocked" row in the status menu showed the
red blocked glyph. The coordinator sidebar "Recents" and project rows
also showed the red blocked glyph, and the chat "Subtask created" chip
showed a red "Blocked" chip.

**Expected behavior**

The same underlying state uses the same icon and label everywhere.

**Steps to reproduce**

1. Create a task with a sub-task. Block the parent on the sub-task, and
let the sub-task's agent run (the parent is "blocked, covered").
2. Open the parent task. The header shows the blue "in queue" glyph.
3. Open the status menu. The current "Blocked" row shows the red glyph.
4. With the coordinator sidebar on, look at the task in Recents or in
its expanded project. It shows the red glyph.

**Paperclip version or commit**

`master` at 03eb49053f.

## What Changed

- Add `ui/src/lib/task-status-presentation.ts`.
`resolveTaskStatusPresentation()` is the one mapping from `status`,
`displayStatus`, `externalConversationState` and `blockerAttention` to
glyph, label and accessible copy. `taskStatusIconProps()` picks all four
fields from a task record.
- `StatusIcon` and `IssueStatusBadge` use the resolver. The status menu
draws the current row with the trigger's presentation (in queue, idle,
monitoring).
- `IssueStatusBadge` now accepts `blockerAttention`.
`taskStatusVar.in_queue` maps to the existing in-progress chip hue, the
same as the existing `--status-task-icon-in_queue` icon token.
- Task call sites spread `taskStatusIconProps(task)`: coordinator
sidebar recents and project rows, classic recent tasks, lists, rows,
columns, inbox, blocked inbox, my issues, dashboard, properties,
relation pills, search, sibling navigation, chat chips, case summaries,
status cards and user profile. Step/check statuses in protocol cards
stay unchanged because they are not task statuses.
- `GET /api/companies/:companyId/issues/summaries` returns
`blockerAttention` for blocked rows (at most five IDs, through the
existing `listBlockerAttention` service). `IssueSummary` gets the
optional field.
- Recent-task snapshots store and refresh `blockerAttention`. Sidebar
project rows request the `rows` projection, which includes blocker state
(the `index` projection skips it).
- Storybook: the Foundations/Status Language story gets a "Same state,
every view" section.

## Verification

Red on `master` (tests written first, then run against the unchanged
code):

```
cd ui && npx vitest run src/components/StatusIcon.picker.test.tsx src/components/CoordinatorSidebar.test.tsx src/lib/recent-tasks.test.ts
     × keeps the covered-blocker state so the sidebar shows the same queued glyph as the task pane (BUG-07)
     × marks the current row with the same glyph as the trigger for a covered-blocked task
     × marks the current row with the same glyph as the trigger for a waiting review and a monitored task
     × shows a covered-blocked recent task with the same queued glyph and label as the task pane
     × shows project tasks with their full status presentation
 FAIL  StatusIcon.picker.test.tsx > ... covered-blocked task
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  StatusIcon.picker.test.tsx > ... waiting review and a monitored task
AssertionError: expected 'var(--status-task-icon-in_review)' to be 'var(--status-task-icon-backlog)'
 FAIL  CoordinatorSidebar.test.tsx > ... covered-blocked recent task ...
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  CoordinatorSidebar.test.tsx > ... project tasks with their full status presentation
AssertionError: expected "vi.fn()" to be called with arguments: [ 'company', ObjectContaining{…} ]
 FAIL  recent-tasks.test.ts > ... keeps the covered-blocker state ...
AssertionError: expected undefined to deeply equal { state: 'covered', …(7) }
      Tests  5 failed | 32 passed (37)

cd server && npx vitest run src/__tests__/issue-summaries-routes.test.ts
     × projects the covered-blocker state so every task view picks the same queued glyph (BUG-07)
AssertionError: expected undefined to match object { state: 'covered', …(2) }
      Tests  1 failed | 14 passed (15)
```

Green with this change (same commands):

```
 Test Files  3 passed (3)
      Tests  37 passed (37)
 Test Files  1 passed (1)        # server summaries route
      Tests  15 passed (15)
```

Neighbouring and broader checks:

- `StatusIcon`, `StatusBadge`, `StatusGlyph`, picker, sidebar and
recent-task suites: 73/73 pass.
- Full UI Vitest run: 11106 pass, 1 skipped. Three `IssuesList.test.tsx`
tests timed out at 5 s under full-suite load. The same file passes 73/73
when run alone.
- `tsc --noEmit` for `ui` and `server`: no errors in changed files.
Remaining errors are pre-existing (unbuilt
`@paperclipai/paperclip-runner`, generated Storybook catalog).
- `pnpm check:token-gates`: all gates clean.

Screenshots. The staging task before the fix: the status button is blue,
the current "Blocked" row in the menu is red.

| Staging task (before) | Staging status menu (before) |
| --- | --- |
| ![staging
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1.jpg)
| ![staging menu
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1-menu.png)
|

Storybook "Same state, every view" (Foundations/Status Language). Before
uses the `master` `StatusIcon`/`StatusBadge`; after uses this branch.

| Before (master) | After (this PR) |
| --- | --- |
| ![storybook
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-storybook-menu.jpg)
| ![storybook
after](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/after-storybook-menu.jpg)
|

Before: the row glyph is blue, but the chip and the current menu row are
red. After: the row glyph, the chip and the current menu row are all the
blue "in queue" glyph.

Review follow-up (commits 1d3a1a0a9e, d5c798ec53): blocker state on
summaries, search and case responses is glyph-only (state, reason,
counts). Blocker titles and IDs are never returned; a sampled identifier
stays only when the actor can read that blocker. Producer-level tests
failed before the follow-up and pass after it
(\`task-created-items.test.tsx\`,
\`CoordinatorTaskCommitment.test.tsx\`,
\`company-search-service.test.ts\`, \`cases-routes.test.ts\`,
private-blocker case in \`issue-summaries-routes.test.ts\`). Before
merge, the branch was test-merged locally with current \`master\`:
typecheck clean, 1095 UI and 80 server tests in the affected suites
pass.

## Risks

- Low risk. Presentation only. Status mutations still use the canonical
`status`.
- The summaries endpoint now runs the blocker-attention query for
blocked rows. The endpoint accepts at most five IDs and runs the query
only when a row is blocked.
- Sidebar project rows use the `rows` projection instead of `index`.
This adds the blocker and review attention reads for at most 12 rows,
and only when a person expands a project.
- `IssueStatusBadge` shows the blue "in queue" chip for covered-blocked
tasks where callers pass `blockerAttention`. The label stays "Blocked"
and the full reason is in the tooltip.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), through Claude Code
with tool use (shell, file edits, browser). Default context window.

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:42:11 -06:00
DottaandPaperclip b400f76647 feat(ui): submit task composers with Enter by default (#19272)
Use Enter to submit task replies and new tasks, with Shift+Enter for a new line. Add an experimental preference to require Command/Ctrl+Enter.

Preserve autocomplete selection and IME confirmation, and retain the modifier shortcut until saved settings load.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 11:40:18 -06:00
DottaandClaude Opus 5.5 21640b6d51 feat(connections): gate the built-in Google Workspace connector behind an experimental toggle (#19247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps catalog lets operators connect external tools, including
Google services.
> - Paperclip has a built-in Google Workspace connector, but Google has
not yet verified Paperclip's Google app.
> - The built-in connector also hides the Composio and Arcade Google
apps, because native Google definitions claim those app names.
> - Users therefore see an unverified connector and cannot find the
working aggregator Google apps.
> - This pull request puts the built-in connector behind a default-off
experimental setting. When the setting is off, the aggregator Google
apps appear.
> - The benefit is that users get working Google connectors now, and the
team can still test the built-in connector on demand.

## Linked Issues or Issue Description

**Problem**
Google has not verified Paperclip's Google app yet. The Apps page still
offers the built-in Google Workspace connector. The built-in Google
definitions also suppress the Composio and Arcade Google apps (Gmail,
Google Calendar, Google Drive, Docs, Sheets, Slides, Chat), so users
cannot find them.

**Proposed solution**
Add the `enableGoogleWorkspaceConnector` experimental setting. The
default is off. When it is off, hide and block the built-in connector,
and show the aggregator Google apps. When it is on, keep the current
behavior.

**Alternatives considered**
Delete the built-in connector until verification is complete. We
rejected this option because the team must continue to test the
connector.

**Additional context**
Composio documents Gmail (63 tools), Google Calendar (50 tools), and
Google Drive toolkits that use Composio-managed OAuth. These toolkits do
not need Paperclip's Google app verification.

## What Changed

- Added the default-off `enableGoogleWorkspaceConnector` experimental
setting to the shared types, validator, feature catalog, server
defaults, and the managed-key list for Paperclip Cloud staging.
- Added `experimentalFeatureKey: "enableGoogleWorkspaceConnector"` to
the `google-workspace` app definition. The existing generic connector
gate then hides the connector in the gallery and blocks its setup,
discovery, execution, and agent suggestions when the setting is off.
- Added a "Google Workspace connector (Paperclip)" toggle card to
**Settings → Experimental**.
- Apps page (`Browse.tsx`): when the setting is off, built-in Google
rows without saved accounts no longer claim aggregator app identities.
The Composio and Arcade Google apps then show as aggregator rows. The
legacy Google slug filter now applies only to native rows, so the
Composio `gmail` row is not dropped.
- Saved per-service Google connections (Gmail, Drive, and others) are
not gated. They stay visible and usable.
- Updated `doc/connections/GOOGLE-WORKSPACE.md`.
- Tests: added tests for the hidden and visible Apps page states, the
settings toggle, and the definition gate. Existing built-in Google
Workspace tests now enable the setting.

## Verification

- `cd packages/shared && npx vitest run` passes (1055 tests).
- `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts
src/__tests__/tool-access-service.test.ts
src/__tests__/tool-gateway-service.test.ts
src/services/gmail-tool-governance.test.ts
src/services/google-chat-tool-policy.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/health.test.ts
src/__tests__/instance-settings-managed-overlay.test.ts` passes (864
tests).
- `cd ui && npx vitest run src/pages/apps
src/pages/InstanceExperimentalSettings.test.tsx
src/features/connections` passes.
- `tsc --noEmit` passes for `packages/shared`, `server`, and `ui`. The
`ui` run shows errors only in the untouched
`storybook/support/feature-map` files.
- `pnpm check:token-gates` passes.
- Manual check: open **Apps** with the setting off. Search for "Gmail".
The Composio Gmail row appears, and the built-in Google Workspace card
does not. Turn on the setting in **Settings → Experimental**. The
built-in card appears again.

## Risks

- Existing built-in `google-workspace` connections stop running while
the setting is off, because the generic gate blocks execution. This is
intentional, so that the unverified Google app is not used. Turn on the
setting on instances that must keep these connections.
- Saved per-service Google connections are not affected.
- When the setting is on, the behavior does not change.

> 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

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, running in
Claude Code with tool use (shell, file edits, web fetch).

## 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
- [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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:37:24 +00:00
DottaandPaperclip 7fd05e1354 fix(skills): keep initial file editor drafts clean (#19241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People inspect and edit skill files from the Skills library.
> - The Markdown editor receives the body without YAML frontmatter.
> - The skill page compared that body with the entire saved file.
> - Opening Edit therefore showed unsaved changes before the person
typed.
> - This pull request uses the same saved body for initialization,
comparison and Discard.
> - Clean files stay clean, while real edits retain the existing save
path.

## Linked Issues or Issue Description

**What happened?**

Open an editable SKILL.md with YAML frontmatter in the Skills library.
Select Files, then Edit. The page immediately shows Unsaved changes
without input. The draft contains only the body, while the dirty check
compares it with the full file.

**Expected behavior**

Opening Edit leaves the file clean and Save disabled. Real input enables
Save. Discard restores the original body. Saving an edit keeps the
existing frontmatter.

**Steps to reproduce**

1. Open a managed skill whose SKILL.md has YAML frontmatter and a
Markdown body.
2. Select Files, then Edit.
3. Make no editor input.
4. Observe the dirty indicator and Save state.

**Paperclip version or commit**

Reproduced locally on master e8163fc860.

**Deployment mode**

Rendered local page tests for both Skills-library interface variants.
API data and the rich-editor boundary are mocked. Fixed live-browser
acceptance remains unverified.

Related: #13915 suppresses initial rich-editor normalization, and #9356
improves Skill Studio edit tracking. This defect occurs in the
Skills-library page before any editor change event.

## What Changed

- Compare the draft with the same body used by Markdown initialization.
- Restore that body on Discard, without inserting frontmatter into the
body editor.
- Disable Save when the file is clean.
- Cover both page variants through actual page hydration and the Edit
button.
- Preserve real edits, exact fixture frontmatter, custom metadata and
file-selection behavior.

## Verification

- Before the fix, both rendered page variants fail after Edit shows
Unsaved changes without an editor change event.
- The same regressions pass after the four-line production correction.
- 137 focused tests pass across CompanySkills, MarkdownEditor and
company-skill-routes.
- The page regression checks genuine input, Discard and re-entry, an
explicit metadata-preserving save, and switching away from an unsaved
prior-file draft without another save.
- UI typecheck and production build pass. Token gates and diff checks
pass.
- The first typecheck lacked ignored generated Storybook catalog files.
The existing generator supplied them; the failed prerequisite attempt
remains recorded.
- Independent local Sol review passed the candidate.
- Full-workspace LOCAL typecheck, tests and build were not run.
- Hosted CI passes on head 8336145: typecheck, build, selected general
tests, all eight E2E shards and aggregate gates. Four scope-based checks
are skipped: Storybook visual, Storybook deployment, Runner matrix and
serialized server suites. This is affected-scope coverage.
- Greptile reviewed the exact head with a 5/5 score and no actionable
findings.
- Paperclip native review was filtered by the configured Draft and Ready
event policy. This is not a completed native review or a native 5/5
result. The review route uses independent local Sol review and hosted
Greptile. Repository-required checks and reviews still govern merge.
- No fixed live-browser, deployed behavior or canonical-file mutation is
claimed.

## Risks

The change affects the Skills-library page baseline in both existing
interface variants. It keeps the existing frontmatter merge and
file-write API. Rich-editor normalization, Skill Studio, settings,
permissions and selection lifecycle remain unchanged. The tests isolate
the page baseline with a controlled editor boundary; they do not prove a
live rich-editor or server write journey.

## Model Used

OpenAI gpt-6.1-sol through Codex, with reasoning, source inspection,
code execution and local tests. The runtime did not expose
context-window size.

## Checklist

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

Co-authored-by: Paperclip <paperclip@paperclipai.com>
2026-11-05 07:58:34 -06:00
DottaandPaperclip b3da1d886a fix(ui): retain Coordinator label filters across reloads (#19233)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use task filters to keep a useful view of their work.
> - Coordinator saves status and assignee filters in the task-list URL.
> - A selected label stayed only in React state, so reload removed it
and showed unrelated rows.
> - This change saves and restores selected labels through the same
page-owned URL path.
> - Operators can reload and share that filtered collection without
selecting its labels again.

## Linked Issues or Issue Description

**What happened?**

In Coordinator All tasks, select a status, assignee, and label. Sort by
Task ID and reload. Status, assignee, and sort remain selected, but the
label is cleared and rows without that label appear.

**Expected behavior**

Reload and history navigation retain the selected labels with the other
URL filters. Clear filters removes the selected labels.

**Steps to reproduce**

1. Open Coordinator All tasks with labeled and unlabeled tasks for the
same assignee and status.
2. Select that status, assignee, and a label.
3. Change Task ID sorting and reload the page.
4. Check both the selected label and the displayed tasks.

**Paperclip version or commit**

Source regression reproduced at master
47027e7ba5.

**Deployment mode**

Local rendered component test with the production filter panel, page,
and collection hook. API data is mocked. Live staging acceptance of this
repair remains pending.

Related prior work: #18831 preserves Coordinator views and filtered
links. Bounded searches found no matching label reload repair.

## What Changed

- Save selected labels as repeated `label` URL parameters in
CoordinatorTasks.
- Restore labels on mount and synchronize them on history navigation.
- Remove label parameters when clearing filters. Keep unrelated URL
values.
- Open label-only links in All tasks when no view is specified.
Canonicalize legacy Inbox-view links with labels to All tasks before
mounting the collection, so removing the last label retains local
filters and layout.
- Preserve the URL hash when filters change or clear.
- Add rendered checkbox, remount, repeated-label, history,
unknown-label, and legacy-view routing regressions through the real page
and collection.
- Document this URL behavior in PRODUCT.md.

## Verification

- First observed red: a production label checkbox restricted rows before
remount; after remount an unlabeled row appeared. The failure was
captured before production edits.
- Focused component suites: 90 tests pass across CoordinatorTasks,
Issues coordinator routing, useTaskListCollection, and issue-filters.
- UI typecheck and production build pass after generating the existing
plugin-sdk declarations locally.
- Token gates, map checks, and `git diff --check` pass. A review
correction restored the map to its unchanged base version. A native
review then found that the parent route omitted label scope. Four
settled routing cases failed before the one-entry route fix and pass
after it; the original label regressions still pass. A follow-up review
found a last-label redirect from the legacy URL; real
parent-plus-collection tests reproduced it. The route now canonicalizes
that entry before mount, and the tests preserve local priority and board
layout through label changes and history.
- The first treatment attempt exposed asynchronous test router timing.
The test now waits for a route update before the next interaction.
Initial failures remain in the private evidence record.
- Local checks above cover the UI and the affected component suites
only. `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build` were not
run across the full workspace on this candidate. No whole-repository
local pass is claimed.
- Fresh hosted checks completed on exact head
`11586cc4e1bc4951b1fdde403ff229f760db721b`: 54 success, 3 skipped, 1
neutral; no failures or pending checks. Snyk status passed. Greptile and
native review both gave 5/5. Both actionable review threads are
resolved. Native review noted one optional redundant scope entry; no
blocking finding remains.
- Fixed-revision live browser acceptance remains pending. No deployed
repair or recovery is claimed.

## Risks

Low scope. The change affects Coordinator task-list presentation only.
Unknown label IDs remain restrictive until cleared; missing label
metadata does not silently widen results. Multiple labels keep the
existing OR filtering behavior. Other task interfaces keep their
existing persistence path. URL label values use company-local IDs and do
not grant access. Label filtering remains over loaded records; this
change does not add server pagination filtering.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with reasoning, source inspection,
code execution, and local tests. The runtime did not expose context
window size. The parent agent owns delivery coordination.

## 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>
2026-11-05 07:47:57 -06:00
TonioandPaperclip 56517dda6c fix(ui): bundle connector, toolbar, empty-state and agent roster fixes (#18716)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use connector setup, collection headers, empty states, and
agent lists to manage that work.
> - Provider redirects replace the setup page, and collection controls
use different sizes.
> - Agent selection inserts a bar above the list. The row link
highlights only part of the row.
> - This pull request keeps sign-in in a separate window and applies the
Tasks control sizes to collection and audit headers.
> - It also reuses artifact artwork for empty collections and gives
agent selection a fixed action card.
> - These changes preserve the operator's place and keep controls and
rows stable.

## Linked Issues or Issue Description

**What happened?**

Connector sign-in replaced the current page. Inline collection controls
had different heights. Projects and Artifacts used small placeholder
empty states. Agent selection moved the list, hover covered only the
identity cell, and chat/status shared that cell without matching
headings.

**Expected behavior**

Provider sign-in opens in a new tab or window. Collection controls match
Tasks. Empty collections use the large artifact graphics. Agent actions
float above the page while rows remain aligned.

**Steps to reproduce**

Start connector sign-in from a page or dialog. Compare collection and
Audit headers. Open an empty Projects or Artifacts collection. Select an
agent, then hover across its row.

Related public work: #13584 covers an earlier connector new-tab
implementation, including same-page fallbacks that this bundle does not
use. #8528 covers Tasks toggle sizing. #17742 covers scoped agent Audit
sections. This bundle does not change server callback or audit
authorization contracts.

## What Changed

- Reserve a separate authorization window during the click. Use
validated sign-in URLs, retain a new-tab fallback, and close blank
windows after failed requests. Store Cloud reauthentication state in the
destination window.
- Use the Tasks 44px control foundation for shared collection headers
and Audit, Costs, Timeline, Secrets, Teams, Gateways, and agent skill
controls.
- Use a large artifact stack with an off-white Paperclip image with a
dark icon for Projects and artifact Tasks empty states. Use one matching
artifact for other types. Set 20px gaps and use the label “Create
project”. Action hover and keyboard focus animate the artwork.
- Portal agent bulk actions to a fixed card 48px above the bottom safe
area. Use quintic entry/exit motion and respect reduced motion. Retain
card contents during exit.
- Give chat and status separate cells, add a Status heading, use the
MessagesSquare chat action with a hover tooltip, and highlight the
entire row.
- Add linked agent chips and a manager picker to the agent profile.
Block self and descendant manager choices. Keep the name crown and
custom title inline during edits.
- Update design guidance, the connection maps, regression tests, and
empty-state Storybook fixtures.

## Verification

- Final commit `a41a6c6494a839deaaec1ef7cc50c90078ab6381`: all 55 checks
passed, three skipped. [Canonical CI
run](https://github.com/paperclipai/paperclip/actions/runs/41999792769)
includes all eight browser shards and all server/runner/workspace
groups. Greptile: 5/5, zero unresolved review findings.
- Workspace typecheck/build passed. Local UI suite passed 11,006 tests
in 880 files, plus 542 CLI tests. Subsequent connector callback changes
passed all 245 AppsConnect tests, UI typecheck, token gates, and
query-error policy checks. Manager cache/error regressions passed four
tests. Map checks passed.
- Local connector browser suite: 20 passed. All six chat integration
shards: 1,931 passed. Workspace B groups passed; database tests passed
313 cases across 72 files with one worker.
- Browser preview verified agent manager changes, overview links, inline
name/title geometry, empty-state colors, row actions and the chat
tooltip. Live provider consent and post-deployment feature verification
remain separate from these fixtures.
- Preserved failures: ten bulk-roster tests initially missed the
portaled action card; their selectors were fixed and all twelve roster
tests passed. A nested fixture selected pnpm 11 and removed local
dependencies; the local shim now pins pnpm 9. Embedded PostgreSQL native
links were restored. A Python 3.9 fixture failure passed all 19 tests
with the current runtime. Concurrent local database startup failures
passed on the one-worker rerun.
- The broad local serialized server run passed 3,791 tests with one
scheduling assertion failure, which passed in isolation. The local
general-server run reproduced a native recovery provider/model fixture
failure and has not completed. These server sources are unchanged by
this bundle; all final canonical CI server shards passed. This is not a
claim that every broad local run passed.
- [Earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/41995119880)
failed a browser test during cleanup when heartbeat-run cancellation hit
a PostgreSQL lock timeout. All final browser shards passed without
weakening that test.
- Review follow-ups cover Slack popup/fallback recovery, a single
artwork hover transform, shared manager error rendering, detached
standalone OAuth windows, and verified task-bound callbacks in both
hosts.

## Risks

- Browser popup policy and provider callback behavior can affect sign-in
completion. The original setup page stays open; blocked windows have an
explicit recovery path.
- Shared toolbar styles affect several surfaces. Menu content remains in
its existing portals; canonical label tabs and search clear buttons
retain their own geometry.
- No schema, server, API authorization, or migration change.
- Required CI and review are complete. Deployment provenance and hosted
feature verification are checked separately after merge.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, test
execution, and browser inspection. The exact model ID and context-window
size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 01:23:53 -08:00
TonioandClaude Opus 5.5 9e9a628a57 feat(ui): turn Artifacts V1 on for every instance and hide its toggle (#19164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Artifacts show the output of agent work on the Artifacts page, in
the panel Artifacts tab, and in the task thread
> - #17228 added the Artifacts V1 presentation behind an experimental
setting that is off by default
> - The presentation is now ready for all users, so an opt-in toggle is
no longer necessary
> - A new default alone does not reach all instances, because each
experimental write persists every flag
> - This pull request removes the toggle and turns V1 on for every
instance
> - The benefit is one artifact presentation for all users, with an off
switch for hosting operators

## Linked Issues or Issue Description

Refs #17228
Refs #17263

**Is your feature request related to a problem? Please describe.**
Artifacts V1 shows only on instances where an admin turned on an
experimental setting. Other users see the previous cards.

**Describe the solution you would like**
Show Artifacts V1 on all instances. Remove the toggle from Experimental
settings.

**Describe alternatives you have considered**
A new default without a change to the hook. This does not work, because
many instances have a stored false that nobody chose, and no toggle
would remain to change it.

## What Changed

- Removed the Artifacts V1 card from Instance Settings, Experimental.
- Changed `enableArtifactsV1` to default on in the schema, the feature
catalog, and the settings service.
- Changed `resolveArtifactsV1Enabled` to ignore a stored false. It
honours false only when the value comes from managed config.
- Kept the flag and the previous cards, so a hosting operator can hold
V1 off.
- Kept the key in the Cloud staging list, so a managed false does not
hold V1 off on staging.
- Updated unit tests, the Artifacts V1 plan, and the directions-lab
Today reference.
- Moved the attachment and upload e2e specs and the runner download
helper to the V1 rows.
- Added V1 tests for a Markdown review: expansion, deep link, and open,
raw and download actions.

## Verification

- `cd ui && npx vitest run`: one test file failed before its fix. That
file tests the previous cards, and it now mocks the hook to off. I reran
it with the other changed UI tests, and they pass. I did not repeat the
full UI run after the fix.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/text-attachment-tabs.spec.ts
tests/e2e/artifact-uploads.spec.ts
tests/e2e/artifact-tab-arrival.spec.ts`: 10 tests pass on V1.
- `tests/e2e/cloud-auth.spec.ts` failed once in CI on a task heading. It
does not touch artifacts, and 10 local runs pass.
- `cd server && npx vitest run src/__tests__/instance-settings`: 183
tests pass.
- `cd packages/shared && npx vitest run src/feature-catalog.test.ts
src/validators/instance.test.ts`: 35 tests pass.
- `pnpm run check:token-gates` and the `ui` and `server` typechecks
pass. I did not run the full repository check.
- In the artifact directions lab, with no stored settings, the Today
right panel renders the V1 rows.
- I did not test this on a live instance. After merge, confirm on
staging that the Experimental page has no Artifacts V1 card and that all
three surfaces show V1.

## Risks

- All users see V1 after the next release, not only staging users. To
revert, revert this pull request.
- Users cannot turn V1 off. Only a hosting operator can, through managed
config, and not on Cloud staging.
- An instance with a managed `enableArtifactsV1: false` stays on the
previous cards. The cloud harness source has no reference to this key,
but I cannot read the live fleet configuration.
- V1 surfaces render before settings load. An operator-held instance can
briefly show V1 before the previous cards.
- Admins who use the API can still write the flag. The write has no
effect on unmanaged 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in 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 (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 08:14:49 +00:00
2ccc7d37ef feat(ui): retain approved reads across outage reloads (#18825)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board already retains loaded reads during a temporary server
failure.
> - Reloading the page removes that in-memory data.
> - A deploy can then leave a returning user without the shell or recent
tasks.
> - This pull request saves an explicit, limited set of reads in the
browser.
> - Cached identity supports display while fresh session checks protect
writes.

## Linked Issues or Issue Description

**What happened?**
A reload during an API outage loses the board's loaded reads. An
automatic worker update can also reload a hidden tab while a write is
pending.

**Expected behavior**
Show the cached shell and recent tasks during a temporary outage. Limit
saved content by user, company, age and build. Clear it on sign-out.
Wait for a fresh session before sending account-bound writes. Defer
automatic reloads while work is pending.

**Steps to reproduce**
Open a task and settings while online. Return 503 from the API and
reload. Restore the API. Sign out and confirm that saved query records
are gone. Discover a worker update while offline or during an autosave
and confirm that it waits.

Stacked on Refs #18822. Related durable-write foundation: Refs #17960.
The outage browser suite follows in a separate test PR.

## What Changed

- Persist an exact read allowlist through TanStack Query dehydration and
hydration. Save shell preferences, company/sidebar data, agent/project
lists, plugin UI metadata, the first inbox page, and 20 recent tasks.
Task UUID and identifier reads share one recent-task slot.
- Namespace records by user and company. Retain eligible reads across
normal memory garbage collection, expire each read after 24 hours, and
discard them after a build change. Unstamped builds disable hydration
and persistence while retaining sign-out cleanup. Use the existing
instance-wide plugin contribution query in the user's root record.
- Exclude session credentials and bootstrap data, embedded plan
documents, comments, preview work products, provider credentials and
environment values, browser capabilities, pairing data, other queries,
and mutations. Restore only display identity from session data. Preserve
safe agent provider/model display fields and configuration object
shapes. Apply the projection on save and restore.
- Clear saved reads on sign-out, cross-tab account changes, and
definitive session denial. Keep revocation working on plain HTTP without
crypto.randomUUID. Use per-user revocation revisions to reject delayed
writes and stale records. Preserve a newer account. Remove every
UUID/identifier projection and nested inbox copy of a denied task.
- Detach shared GETs when the account changes or signs out. Load
complete, freshly authorized agents before opening bulk settings from a
display-only roster. Retire a pending bulk-editor result or error when
row, select-all or clear changes the selection, including a
clear/reselect of the same agent.
- Require a fresh server lookup before account-bound writes, pending
task creation, or mounted autosaves resume. This includes automatic task
read receipts, inbox archives, workspace preferences and primary-agent
choices, with optimistic archive changes gated too. Cancel the old write
scope when the verified user changes. Release completed archives through
account-independent cleanup without restoring old cached rows; an old
operation cannot clear a newer hide flag. Retry unconfirmed read
receipts after a fresh session succeeds for the original account, and
remember confirmed receipts across refreshes. Track pending reads per
task so opening another task sends its receipt immediately; revisiting
reuses an outstanding receipt and its original account scope.
- Defer a hidden-tab worker reload until connectivity, mutations,
durable sends, and autosaves are safe. Synchronously count each
unresolved operation across online rate-limit retries. Release a
cancelled target’s unused dirty token when an editor changes tasks; keep
stored drafts, admitted saves and queued retries. Cover autosave
debounce, newer edits, navigation and undo.

## Verification

- Current head `fe4f682c879` is merge-ready: all 54 check runs completed
(52 successful, one skipped, one neutral), the legacy Snyk status is
successful, and both `ci / verify` and `ci / e2e` pass in run
`41752927822`. Greptile Apex reviewed this exact head at 5/5 with zero
unresolved threads; the branch has no merge conflicts. All three PRs now
meet the merge-ready bar; the stack remains unmerged pending operator
approval.
- Greptile Apex reviewed exact current head `fe4f682c879` at 5/5 with no
actionable findings and zero unresolved threads (summary updated
2026-11-04 at 01:24:40 UTC). Both settings-account and pending-selection
findings are fixed, replied to and resolved. The branch has no merge
conflicts. Current-head CI now passes in run `41752927822`.
- Seventeen new cases cover settings restored from actual saved query
records, matching/changed/signed-out identities, denied verification,
late crown responses without overwriting newer reads, and bulk-selection
changes during successful/failed reads. Sixteen fail the preceding
source and one preserves denial compatibility. Both settings paths reuse
the existing account-bound mutation guard; its optional explicit
QueryClient supports the workspace hook’s existing detached-host mode.
Primary-agent optimistic updates begin only after verification and
cleanup checks ownership and the cache revision.
- Earlier CI run `41749456480` on prior head `2cf7516f18c` has one real
server test failure: the owned-runtime case in
`idle-completed-history.test.ts` could not reach its HTTP child on port
34757 within 10 seconds (99 refused probes). Its other 1,829 cases pass
and three skip; the only other unsuccessful job is the downstream
`verify` gate. The exact selected case passes locally, and the entire
75-case file passes in 72.19 seconds on the exact `2cf7516f18c` source
tree with isolated PostgreSQL and a real child process on macOS
arm64/Node 25.6.1. The Linux CI startup cause remains unknown; these
local results are not a fix or CI acceptance. One failed-jobs retry with
debug logging was accepted on that unchanged head, then superseded by
the later settings fixes. Current-head CI remains required; no source
change was made for this failure.
- Current cache head `fe4f682c879`, based on read head `09d1db29dea` and
master `683fa4725e9`, passes all 1,198 focused tests across twenty-eight
files, UI typecheck, token gates and the enforcing query-error guard.
Dependent browser head `228c1b68d30` contains this exact application
source and passes standalone strict checking of all three browser specs.
Current-head CI now passes in run `41752927822`.
- Three new navigation regressions fail the preceding application source
and pass with the fix. They open three cached tasks before any receipt
resolves, leave the page before success or failure, revisit an
outstanding read without duplicating it, and recover an older failed
receipt after a fresh session succeeds while a later task remains
pending.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Nine new cases cover archive success/failure after sign-out and
another account takes over, both mounted and unmounted; cleanup
ownership when a newer archive uses the same task; session-check 429
exhaustion followed by matching, changed or signed-out identity; and a
failed read receipt followed by a new session read. They verify no
old-cache restoration, toast or navigation, retained newer hide flags,
no failed-check loop and no duplicate confirmed receipt. Seven fail the
previous implementation; two compatibility cases retain account-change
suppression. Initial test error-constructor and query-notification
timing assumptions were corrected before the passing checks.
- The inherited skills/app error-priority fix passes all 60 affected
tests and UI typecheck on both application branches. Its twelve new
regression cases fail the preceding read implementation. The
persisted-cache suite includes 48 cases.
- Six new regressions fail against the preceding application source and
pass with the fix. Actual worker-update and mutation-cache listeners
cannot reload a hidden tab between online 429 retries; the original
create key survives, and the update reloads once after a receipt. Real
self-hosted and Cloud sign-out work without crypto.randomUUID, with
stamped and unstamped builds. Saved reads are removed and account write
scopes are invalidated. An initial test-fixture type annotation error
was corrected before the passing typecheck.
- The 48 cache tests cover actual five-minute memory GC, the 20-task
bound across saved and live reads, original 24-hour expiry, denial
before session verification, unstamped cleanup, cross-tab revocation and
delayed flushes. Private GETs cannot cross account transitions. Bulk
edits require complete current agent data. Undo releases the update
blocker while preserving the Saved indicator.
- All 23 built-UI outage/write/loading cases pass in 4.5 minutes on
exact integrated head `228c1b68d30`, containing current cache revision
`fe4f682c879`: ten outage, six durable-write and seven loading cases.
The run uses bundled Chromium, the built UI, a fresh local-trusted
server and isolated embedded PostgreSQL on macOS arm64/Node 25.6.1. All
three specs pass standalone strict TypeScript checking. Owned temporary
server and database stopped.
- Earlier browser runs exposed and fixed cached-header, native Storage
cleanup and replay/session defects. A prior run passed 21/22 because
real WebSockets contradicted the simulated HTTP outage; the fixture now
closes existing socket pairs and holds new sockets through the same
outage deadline. An older CI run exposed a disposed response in the
Inbox route callback; pre-navigation snapshots remove that lifetime, and
the current full run includes that repair. Earlier failures and their
diagnosis remain in the discussion. The current full run passes. Broader
historical workspace failures remain documented in Refs #18822; this
does not claim a clean full workspace suite.
- Current-head CI passes on `fe4f682c879`. Controlled local outages do
not complete hosted authentication or a real Cloud restart/deploy
acceptance.

Commands for the current cache change and inherited read fix (the
current focused run also includes src/lib/inboxArchiveCache.test.ts and
src/pages/Inbox.test.ts):

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui exec vitest run src/hooks/useDurableSubmit.test.tsx src/hooks/useDurableAutosave.test.tsx src/hooks/useSignOut.test.tsx src/lib/persisted-query-cache.test.ts src/lib/service-worker-updates.test.ts src/lib/service-worker-cache-policy.test.ts src/lib/pending-send.test.ts src/lib/issue-execution-policy.test.ts src/components/InlineEditor.test.tsx src/components/MarkdownEditor.test.tsx src/components/NewIssueDialog.test.tsx
pnpm --filter @paperclipai/ui exec vitest run src/components/agents/AgentBulkRoster.test.tsx src/components/agents/AgentBulkSettingsSheet.test.tsx src/hooks/useAccountBoundMutation.test.tsx src/pages/IssueDetail.test.tsx src/components/TaskChatThread.test.tsx src/components/TaskChatThread.task-creation-order.test.tsx src/api/client.test.ts src/api/agents.test.ts
pnpm --filter @paperclipai/ui exec vitest run src/hooks/useCoordinatorWorkspaceEnabled.test.tsx src/context/PrimaryAgentProvider.test.tsx src/components/CoordinatorWorkspaceSetting.test.tsx src/components/primary-agent/PrimaryAgentPresentation.test.tsx src/components/MobileBottomNav.coordinator.test.tsx src/components/CoordinatorSidebar.test.tsx src/pages/Issues.coordinator-routing.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This deliberately saves task content on the local browser for up to 24
hours. The allowlist excludes credentials and ephemeral capabilities.
Local storage can be disabled or full; persistence then fails without
blocking the app. Restored data can be stale and never grants server
access. A user or access change clears cached account reads and
invalidates pending writes. The browser outage suite and real hosted
deploy acceptance remain release requirements. There are no migrations
or new dependencies.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used
- [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 report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] The focused local tests for this change pass
- [x] I have added tests and updated relevant documentation
- [x] I have considered and documented 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 15:40:30 -08:00
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## 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 report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] The affected local tests pass; broader limitations are recorded
above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandPaperclip e54f9fbf82 fix(secrets): expose secure human entry in native discovery (#18927)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Some tasks need a company credential or the current person's
credential.
> - Paperclip already has secure human entry forms for these values.
> - Native connection guidance did not distinguish storing a credential
from connecting an external service.
> - Native API search also omitted the existing secure entry route from
secret operation help.
> - This change makes that route discoverable while preserving human and
owner authority.

## Linked Issues or Issue Description

Refs #18780. Related #18921 corrects a separate observer false positive.
Neither PR owns this production guidance change.

**What happened?**

A request to store an existing company or personal credential could lead
to an unnecessary external provider question. Native API search did not
explain the existing human entry surface.

**Expected behavior**

An agent can find the existing secure form, direct the human to the
matching entry, and verify the result through its authorized interfaces.
The agent must not ask for values in chat or act as the human.

**Steps to reproduce**

Search the native API for a company credential or personal publishing
credential. The result should name the supported Secrets settings route
and its human authority boundary. Open a known personal definition link
and confirm that the existing Set my value action appears.

## What Changed

- Distinguish Paperclip credential storage from external connection
discovery in shared native guidance.
- Describe the existing Secrets settings route, secure entry actions and
current-person boundary in OpenAPI help. Qualify definition detail links
as admin-only; other members use My secrets and Set my value.
- Exercise discovery through the actual OpenCode MCP bridge and native
API catalog.
- Retain agent denials for personal definition and value routes.
Exercise the real Secrets UI definition link.

## Verification

- Focused local checks: four suites, 78 tests passed. These cover native
discovery, secret-route permissions, shared guidance and the Secrets UI.
- The new discovery test fails against unchanged master OpenAPI help. It
passes with this change.
- Token gates and diff checks passed.
- Full workspace typecheck passed. The first attempt found missing SDK
links after script-free installation; the existing root postinstall
helper restored them. An unprivileged retry also hit the local tsx IPC
sandbox restriction. The corrected owned setup passed without source
changes.
- Full local workspace build passed. The full local test run stopped in
chat shard 2: one Discord receiver-lease test failed during initial
configuration. That shard passed 263 tests; the first shard passed 310.
The test and owning lease/configuration sources are unchanged from
master. One focused isolation passed without code changes. Its cause
remains unknown; this is not a complete local test pass. No unrelated
Discord code was changed. [Normal hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/41773266687)
passed on exact head `0abb8b722779368109b9639f68122d7df02a8ab1`.
- Fresh Greptile review reports 5/5 on the exact current head; all
review threads are resolved. Paperclip Review remains in progress. The
optional Superagent scan is neutral/inconclusive: Security Graph context
retrieval returned HTTP 503 and assessment did not start. It supplies no
security PASS credit.
- A retained representative native attempt with this guidance produced
the correct definition-scoped secure-entry link. Its observer then
rejected an explicit warning against chat entry. That failed result
remains unchanged. Human entry, saving the value and worker delivery
were not exercised. This PR claims no complete product-eval pass.

## Risks

This changes agent guidance and search ranking. It grants no new
permission and changes no secret resolution or owner checks. Broader
service-connection discovery still applies when a task needs a
connection. The secure human forms are unchanged.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with repository tools, code
execution and test analysis. The host does not expose the context-window
limit.

## 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 — the 78 owning controls
pass; the broad local failure remains disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green — normal CI passed; optional
review states are disclosed above
- [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>
2026-11-04 07:01:57 -06:00
DottaandPaperclip 652cd76026 fix(ui): expose Stop for failed native retries (#18899)
## Thinking Path

> - Paperclip manages agents and their tasks.
> - A native run can fail while it still owns a same-run retry.
> - The server supports Stop for that pending execution.
> - Run details show Cancel only for queued or running records.
> - A failed pending retry therefore has no ordinary cleanup control.
> - This pull request exposes the existing Stop eligibility and uses the
existing cancellation endpoint.

## Linked Issues or Issue Description

Refs #14743 and #14733 for correlated native Stop. Those changes cover
backend cancellation and protocol qualification. They do not add the
failed-run control to run details. Searches of current master and open
PRs found no matching UI repair.

**What happened?**

A native run can show failed while its coordinator still owns a
retryable failure with no accepted result. The backend can cancel that
retry. Both run-detail implementations hide the cancellation button
because the record is terminal.

**Expected behavior**

The selected run offers Stop when the server confirms that pending
native retry. Unknown, legacy, terminal and accepted-result states do
not gain this control. Existing queued and running cancellation stays
available.

**Steps to reproduce**

Render either run-detail implementation for a failed native run with an
eligible retry. The original UI has no Stop button. The original batched
execution projection has no eligibility field. The regression tests
exercise both real components and the actual PostgreSQL projection
query.

**Paperclip version or commit**

The missing control and projection field were reproduced on
44a4ca1c61. Fresh master 8fd917aedf has
identical affected production blobs before this repair.

**Deployment mode**

Board run details for a native Runner task. Local verification uses
rendered React components and PostgreSQL. No hosted task mutation or
provider retry was performed.

## What Changed

- Add optional `execution.canStop` to the existing batched projection.
Read the matching retryable coordinator and absence of an accepted
result. The cancellation endpoint remains the authority owner. Add no
database queries.
- Exclude Grok failed retries from the new hint and both consumers. The
existing Grok Stop endpoint cannot accept a failed retry before
assignment. Keep this limitation explicit and preserve its active-work
authority checks.
- Show Stop for eligible failed runs in both run-detail consumers. Keep
the existing cancellation endpoint and its company, actor and row-lock
checks.
- Use the existing request-correlation contract for failed-native Stop.
Persist one scoped identity before sending and recover it after remount
or reload. Read a matching canonical claim only for the same board
actor, company and run. Use the existing UUID fallback on ordinary HTTP.
Never retry Stop automatically. Refresh the selected run and history
after either outcome.
- Report a stale conflict or a true no-op200 response. Accept a matching
durable pending cancellation intent without requiring terminal
acknowledgement. Keep running, queued and Grok calls unchanged.
- Add actual rendered interaction tests, real batched-query controls and
a short execution contract. Keep maps unchanged for this bug fix.

## Verification

- Untouched UI and real Postgres producer reds cover missing Stop and
missing eligibility. A valid Grok review found an unsupported failed-run
action; actual broker, projection and rendered controls reproduce it
before exclusion. No backend authority was expanded.
- The original60-case focused suite passed, including26 rendered cases,
the batched producer, and actual Grok broker/assignment fences. The
related57-case scope passed before the Grok correction; it is not
presented as final-head proof.
- A fresh native4/5 review found a stale200 no-op. Both actual rendered
consumers failed that new assertion. The real authenticated
HTTP/Postgres fixture proves `canStop=true`, coordinator revocation,
uncorrelated unchanged200 with a cancellation activity, and existing
correlated409 with no new activity or run mutation.
- The correlated repair passed82 affected cases before master
reconciliation. Exact `74c60c9ffe11c05bc85f3d0fa5a136f7e9d445cd`
passed80 rendered/API, HTTP and native-correlation cases. The render
scope verifies request bodies, stable identity after an unknown outcome,
no-op200 error, pending intent acceptance, wrong-run/request denial and
existing active/Grok behavior.
- Subsequent current-head reviews found remount identity loss and
unavailable `crypto.randomUUID` on ordinary HTTP. The corrected helper
passed 52 rendered cases across both consumers, including an unknown
response, initial scoped storage persistence, a prior browser record
with a unique never-mounted run identity, exact ID reuse, canonical
claim recovery, actor switch, wrong run and HTTP UUID fallback. A real
local-board identity mismatch was reproduced with two additional reds
before using the actual server-projected actor ID.
- Real authenticated HTTP and existing native-correlation suites passed
45 cases for canonical claim recovery and actor fences. Production UI,
server and vendored Runner builds and all server/UI type layers passed
at the prior reviewed helper head; exact final
`e0f723b1c86f1529029bf141943323764de28c22` UI types, token gates and
production build passed.
- Fixture failures are retained separately: a missing local SDK build
dependency, and a missing coordinator FK teardown in the new HTTP
fixture. Neither is a behavior red. Both fixtures were corrected and the
affected tests passed.
- Previous-head3d CI required one diagnostic rerun after a Runner
shutdown and a real account-list migration assertion. Two
untouched157-test runs did not reproduce the assertion. Complete
original row equality is unavailable. The assertion remains unresolved;
no test was sorted, skipped or changed to green CI.
- Previous-headf12 CI lost eight child runners. Its one authorized
failed-job retry also lost e2e5 to an explicit shutdown. No second retry
was issued. Those failures remain recorded. Current-head CI and both
substantive reviews are required; older checks and grades are not
credited.
- Previous-head74c CI found a real monitor scheduler timeout. An
untouched local replay and diagnostic-only replay reproduced it: the
original manual-monitor run was still running at the unchanged
three-second deadline. The cause remains unresolved; temporary
diagnostics were removed, and no assertion, timeout or production
monitor policy was changed. No CI retry was issued.
- Exact local `906af5c942ee0963eb4b64552160b57a18bcd2d1` integrates
normal master after #18930 merged. All reviewed Stop production and test
blobs remain unchanged from `e0f723b1c86f1529029bf141943323764de28c22`.
The four rendered, projection, HTTP and correlation files passed 99
cases after integration. All UI/server type layers, token gates and
production UI/server/Runner builds passed at that exact head; the server
build stamp records it.
- Previous-head e0 CI reported a Discord ownership error. That original
failure is preserved. Separate #18930 proves and repairs receiver
construction/renewal races with the same error; the original CI
scheduling order remains unproved. This branch now contains that
ordinary master merge and requires fresh CI rather than rerunning the
old failed attempt.
- Full repository checks were not run locally for this narrow slice. No
hosted task, provider execution or Stop receipt was created by this
work.

## Risks

Grok failed retries remain unsupported by this UI change. The existing
Grok running and queued Stop action, revoke path and assignment fences
are unchanged. A valid initial review caught the overbroad hint; actual
broker, projection and rendered regressions reproduce it before
correction. No backend cancellation authority was widened.

The optional hint can become stale. It grants no permission. The
existing cancellation path rechecks current authority and can reject the
request. Run details show that rejection. Older servers omit the hint,
so failed runs keep their existing behavior until the server updates. No
retry, task hold, accepted-result decision or provider receipt is
changed.

## Model Used

OpenAI GPT-6.1 Sol (`gpt-6.1-sol`) in Codex, with source editing,
terminal execution and tool use. The host did not report its
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 23:18:08 -06:00
DottaandPaperclip f1fb1bcb8a fix(ui): let Done close completed Slack setup (#18878)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connections let people talk to their assigned agents.
> - Setup saves a completed state after the connection is ready.
> - A saved setup link can still open Success after completion.
> - Done submits completion again, which the server rejects.
> - This pull request opens settings when the Slack setup is already
complete.
> - Users can close the saved setup without changing the bot's
lifecycle.

## Linked Issues or Issue Description

**What happened?**

Reopening a completed Slack setup shows Success. Done then shows
“Couldn't finish setup: This connection is not waiting for a setup
test.” The user stays in the wizard.

**Expected behavior**

Done opens the saved connection settings. A paused bot stays paused. A
setup that is still awaiting completion must use the existing
verification request.

**Steps to reproduce**

1. Finish a Slack connection.
2. Reopen its saved chat/connect link with provider=slack and its resume
parameter.
3. Click Done on Success.
4. Observe the completion error instead of the settings page.

**Paperclip version or commit**

Reproduced live on Core da77c1bcfa. The
handler is unchanged on this branch's base
51d1d4ce07.

Related: #18837 and #18722. Also inspected #15828; it changes required
tests for other providers and explicitly excludes Slack. This fix covers
reopening a completed Slack setup.

## What Changed

- Done opens settings for a Slack setup whose saved step is complete.
Both the provisioned Success view and manual Try view use the same
action. Unfinished setups retain the existing completion request.
- Add active and paused completion cases for managed, automatic and
manual setup. Keep positive cases for unfinished setup.
- Extend the managed and automatic browser journeys to reopen the saved
link, reject duplicate completion requests, click Done, and reload
settings.
- Add completed-state previews and make the Slack fixture reject
duplicate completion, as the real server does. Update the provider
guide. Maps are unchanged.

## Verification

- Six component regressions failed on the original handler because it
submitted completion again.
- All 38 wizard/clipboard component cases passed after the handler
change. All 284 related chat UI tests across 19 files passed. The final
fixtures add the required welcome-status field.
- Repository typecheck and build passed. UI token gates and Storybook
catalog checks passed (3076 stories; structural only). All 9 Slack
browser cases passed in 1.5 minutes on Node 24, including completed-link
exit and settings reload for managed and automatic setup. Their provider
responses are mocked. Fresh deployed acceptance remains pending. Full CI
[41734669956](https://github.com/paperclipai/paperclip/actions/runs/41734669956)
passed on attempt 2 for exact head
`4a3bf180929df57350389f45e4c6acfa822e8ddc`. Greptile and Ponytail both
give this head 5/5 with no actionable findings.
- Completed-state production previews passed for managed and automatic
setup. These previews check the rendered state and Slack handoff; exact
Done navigation is covered by the browser journeys. One preview
text-locator wait timed out; fresh accessibility state and the saved
image then showed Story status Pass with all three assertions passed.
- CI attempt 1 lost its typecheck runner while unpacking the Rust
dependency cache. Typechecking had not started. The log is retained. All
test jobs passed in attempt 1; its verify summary failed only because
typecheck had failed. The failed-only retry passed on the same commit.
- The initial typecheck found two new fixtures missing welcomeStatus.
Those fixtures were corrected; the failure log is retained.
- The live returning-user attempt is preserved as failed. The Slack bot
answered the fresh probe, but Done returned the error above. The
original toast expired before its journey screenshot; a separate
ordinary-UI reproduction captured the visible toast. This is not a live
pass of the new fix.
- The full local server Vitest suite was not repeated for this UI-only
change. Full CI passed before merge.

## Risks

The action uses the server-reported completed setup state to leave the
wizard. It does not activate, unpause or repair a bot. Settings load the
saved connection through the existing access checks. Unfinished setups
still use server verification. API contracts, credentials and provider
permissions do not change. Concurrent completion from another tab is
unchanged: a stale test-step tab can still need a reload after a
conflict.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository editing, browser
use and command execution. The runtime does not expose a more precise
model ID or context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 17:20:07 -06:00