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cf1def0ca6 feat(inbox): rebuild compact cards and share task review controls (#20961)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The inbox collects decisions, requests, and updates for the people
in a company.
> - People need a clear personal queue and a consistent way to answer
each request.
> - Repeated headings, inconsistent card actions, and separate review
flows make that work harder.
> - This pull request connects the inbox UI to the routing foundation in
#20959.
> - Compact cards use shared task controls and open supporting work in a
side panel.
> - People can answer, claim, transfer, archive, and inspect outcomes
from one place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The inbox cards, personal views, shared task controls, and decision
history.

**Subsystem affected**

UI. This PR targets master and uses the routing foundation merged in
#20959.

**Current behavior**

The inbox repeats headings and counts. Cards have different layouts and
action placement. The requester can repeat the signed-in person's name.
Review and question controls differ between the inbox and task thread.

**Proposed behavior**

Open Assigned to you by default. Show one count line above the cards.
Use a compact card layout with consistent actions and supporting
details. Show the requester's avatar and name only when they differ from
the signed-in person. Share question controls, including a radio option
for Other that reveals a text field when selected.

**Reason and benefit**

People can scan their queue and complete requests without losing the
surrounding task or creating separate drafts for the same review.

**Breaking changes**

The default inbox view becomes personal. The all-assignee and shared
views remain available. Card close menus distinguish personal archive
and snooze from shared withdrawal.

**Additional context**

Refs #20959, #19363, and #19520. Refs #20268 for related
actionable-request work. This stack adds personal routing and shared
controls. ROADMAP.md includes Multiple Human Users and Agent Reviews and
Approvals.

## What Changed

- Add personal, unassigned, company, all-assignee, and archived inbox
views. Add claim, transfer, personal close actions, receipts, and
history controls.
- Use compact decision cards with a single count line, one-pixel
borders, and equal space above, below, and to the right of each primary
action.
- Open artifacts and synchronized confirmation/approval controls in a
shared side panel. Share their revision drafts and action state with the
task thread. Other requests keep one editable form on the inbox card
while reviewing an artifact.
- Make Other match the question options and reveal its field only when
selected. Apply this to inbox and task question cards.
- Hide self-requester labels, space agent avatars, and use the standard
canceled status icon for withdrawn requests.
- Use connector logos in connector cards. Keep the connector promotion
background and sidebar border continuous.
- Add company and project decision-owner controls and document the
updated inbox behavior.

## Verification

- The complete [GitHub Actions CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/43141559641)
passes on `8d81a75e49b518fff6b6ff4c23dd67979b0b97ee` (Linux/Node 24:
typecheck, build, general and serialized tests, Runner support, browser
shards, and aggregate gates). Greptile is 5/5 on that exact head with
zero open findings, and the security scan passes.
- Local UI typechecking passes. Eight focused suites pass 382 tests: 236
inbox/review/question/connector tests plus all 146 composer tests.
Regressions passed red to green for attachment links, prompt rendering,
single-form artifact review, connector scope copy, accessible headings,
and the composer test harness's missing theme provider. The final commit
changes only that test harness; production code is unchanged from
`59d015833f`.
- Browser acceptance on the production implementation confirms preserved
selected answers with one editable question form, accessible Markdown
prompts, inert image references, accurate connector scope copy, native
PDF downloads, image sidebar previews, and Open file requesting the
attachment endpoint while preserving the inbox URL. Request reads and
file responses were intercepted; no question answers were written. The
preview is healthy on the final head.
- Visual and interaction checks cover Other radio behavior in both
themes and on mobile, the loaded Google Calendar logo, and 20px above,
below, and to the right of the primary action across all 23 visible
cards. The affected desktop/mobile navigation and sidebar specs pass
locally and in the final CI browser matrix.
- Real-editor browser checks confirm Ctrl/Cmd+Enter cannot bypass
another person's confirmation. Cancel preserves the draft and unlocks
silently; Continue submits once. Approval write failures remain visible.
- `pnpm verify` returns exit 2 because DESIGN.md requires broader
coverage; the final full CI matrix supplies every requested gate. Maps
and Storybook catalog structural checks pass. The routing foundation
#20959 merged after passing 249 database tests, server typechecking,
full CI, Greptile 5/5, and security scanning. Its backend and SDK
registry are preserved.
- Demo data is retained for testing; database suites and browser specs
use separate disposable databases.

## Risks

- The inbox uses the routing contracts merged in #20959. Personal
filters and history affect shared task entry points; the affected
controls are included in local regression coverage and full CI.
- Personal defaults and close-menu wording change inbox behavior.
Existing resolver permissions still control shared actions.
- Shared revision state and live invalidation affect two surfaces.
Focused tests cover draft synchronization, action locks, and incoming
updates.
- Visual changes use the existing design tokens and component
primitives.

## Model Used

OpenAI GPT-6 through Codex. Used repository tools, code execution, and
browser checks. This session does not expose a more specific runtime
model ID or 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 described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run focused 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>
2026-11-11 21:05:00 -08:00
8818402e7a feat(inbox): route requests to people and record personal outcomes (#20959)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The inbox collects requests that need a human decision.
> - Teams need to know who owns each request and who may act on it.
> - A shared close operation must differ from hiding a card for one
person.
> - This pull request adds personal routing and durable outcomes to the
existing attention service.
> - People can claim or transfer work and inspect what another person
did for them.
> - Domain permissions still decide who may resolve each request.

## Linked Issues or Issue Description

**Subsystem affected**

Server, shared contracts, and database. This is the routing foundation
for a stacked inbox UI change.

**Problem or motivation**

A company-wide attention feed does not give teams a clear personal
queue. Archive, withdrawal, transfer, and decisions by another person
need distinct scopes and records.

**Proposed solution**

Resolve a request audience from its addressee, task participants, and
configured owners. Provide personal, unassigned, company, all-assignee,
and archived views. Add claim, transfer, personal archive and snooze,
shared withdrawal, receipts, and personal history.

**Alternatives considered**

A single shared inbox leaves ownership and personal hiding ambiguous.
The service keeps one canonical request and projects its audience
instead of copying requests for each person.

**Roadmap alignment**

This extends the existing Multiple Human Users and Agent Reviews and
Approvals capabilities in ROADMAP.md.

**Additional context**

Refs #19363 and #19520 for the current inbox navigation and confirmation
replacement rules. Refs #20268 for related actionable-request work. That
PR filters actionability; this stack adds audience routing and personal
outcomes.

This is part 1 of a two-PR stack. The inbox UI PR #20961 targets this
branch.

## What Changed

- Add nullable company and project decision owners and a company budget
owner.
- Add audience views and personal badge counts to the canonical
attention projections.
- Add claim, transfer, withdrawal, personal archive, snooze, and restore
operations with permission checks and activity records. Lock addressed
transfers to the current addressee or routing administrators, and
validate the recipient against canonical resolution policies.
- Add receipts and scoped history for work handled by another person.
- Keep closed-task requests and replaced confirmations out of current
cards.
- Add an idempotent migration and a concurrent receipt-history index.
- Update typed fixtures so the existing UI remains compatible with the
new contracts.

## Verification

- Server layered typechecking passes, including all three test-tree
partitions.
- Seven routing and interaction-resolution suites pass all 249 tests
against a dedicated external PostgreSQL test database on `4caecc21d8`.
Six new regressions failed before the repair; they cover takeover
followed by approval, legitimate delegation, excluded creators/review
requesters, and unauthorized claims.
- Prior focused verification covers private approval history and
receipts, transfer visibility, audience escalation, withdrawal
governance, hidden-card counts, per-recipient confirmation replacement,
and SDK source contracts.
- A synthetic three-person company passed 37 routing and lifecycle
acceptance checks. The UI stack adds browser acceptance for the shared
controls.
- The complete [GitHub Actions CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/43134997331)
passes on `4caecc21d891677323a7335f23b1a015cce24c13` (Linux/Node 24:
typecheck, build, general and serialized tests, Runner support, browser
shards, and aggregate gates). Greptile is 5/5 on that exact head with no
open findings. The fresh security scan passes after explicitly
rechecking the addressee-transfer repair.
- `pnpm verify` reports exit 2 because a CI-global script changed; full
CI supplies that broader coverage. Embedded PostgreSQL could not start
on this Mac because shared-memory slots were exhausted, so local
database checks use a separate external test database. Linux CI covers
the embedded setup.

## Risks

- Personal badge counts change to the viewer's assigned requests.
Accessible feed totals and task membership keep their existing scope.
- The migration adds nullable owner fields and a dismissal fingerprint.
Its index runs outside a transaction. The migration is classified and
rerunnable.
- Routing changes the addressee used by resolution authorization. The
current addressee or a routing administrator must authorize an addressed
transfer; the recipient must satisfy writer access, canonical resolver
exclusions, and task review policy under row locks.
- The shared validator export barrel crosses 1,000 lines because it
exports the new attention schemas. Schema implementation stays in the
dedicated attention validator module.

## Model Used

OpenAI GPT-6 through Codex. Used repository tools, code execution, and
browser checks. This session does not expose a more specific runtime
model ID or 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 described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
(OpenAPI contracts and docs/api/attention.md)
- [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>
2026-11-11 17:49:39 -08:00
DottaandClaude Opus 5.5 34f71f7d57 fix(server): defer a run that meets a busy agent directory instead of failing it (#20829)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each run of an agent with managed agent files gets a private copy of
the agent directory. Remote copies serialize their prepare, checkpoint,
collect, and release operations through one Postgres advisory lock per
agent, taken with `pg_try_advisory_xact_lock`
> - When the lock is busy, the operation fails at once with "Agent
directory operation is already active"
> - On staging, a deploy restarted the controller while three runs of
the same agent were active. When one run resumed, another run of that
agent was checkpointing its directory. The resume failed, used its last
attempt, and the task became blocked with "Retry or send a message"
> - A run must not fail because another run of the same agent is briefly
using the agent directory
> - This pull request keeps the fail-fast lock and, when it is busy
during preparation, puts the same native run back on the existing
same-run retry schedule a few seconds later
> - The benefit is that lock contention delays a run by seconds instead
of ending it as failed

## Linked Issues or Issue Description

**What happened?**
A task's run failed with `native_continuation_requires_reconciliation`
and the error "Agent directory operation is already active". The task
was blocked and asked the user to retry. The same error ended at least
two other runs of the same agent within one day.

**Steps to reproduce**
1. Use an agent with managed agent files in a remote sandbox.
2. Let one run of the agent checkpoint or collect its agent directory.
3. At the same time, let another run of the same agent prepare (for
example, a same-run resume after a controller restart).
4. The second run fails immediately with "Agent directory operation is
already active".

**Expected behavior**
The second run waits until the first operation is done, then continues.
It does not end as failed.

## What Changed

- `server/src/services/agent-directory-working-copies.ts`: The busy lock
now throws `AgentDirectoryOperationBusyError`, still a 409 with the same
message. Lock behavior is unchanged from `master`: a fail-fast
`pg_try_advisory_xact_lock` held for the life of the holder's
transaction.
- `server/src/services/heartbeat/agent-directory-busy.ts`:
`prepareWithAgentDirectoryDeferral` wraps only instruction preparation
and turns the busy error into `AgentDirectoryPreparationDeferral`
("Another run of this agent is still using its files"). A busy lock met
while collecting files after a turn is not wrapped and keeps its
existing path.
- **Before native admission** (a brand-new run, such as the first run of
a task): `server/src/services/heartbeat/retries.ts`
`finalizeAgentDirectoryBusyDeferral` cancels the run as an expected
control-plane wait (`providerWorkStarted: false`) and schedules an
`agent_directory_busy` retry 5–15 seconds later. The task keeps its
execution lock on the retry. The lane spends no failure retries
(`execution-recovery-attempt.ts`), its count is the retry run's
`scheduledRetryAttempt`, and it stops after 30 attempts.
`pre-dispatch-execution-evidence.ts` classifies this wait like the
existing workspace and AI-connection waits, so retry scheduling does not
ask for reconciliation.
- **A resumed native run**:
`server/src/services/native-runtime/native-controller-recovery.ts`
`deferNativeRunForBusyAgentDirectory` keeps the same run on the existing
same-run retry schedule without spending an attempt. It uses the same
guards as `deferNativeControllerRecovery`: it locks the task, requires
the task's execution run to be this run, requires the current lease
owner, and refuses after a Stop, a startup cancellation or a pending
native cancellation, so those settle normally. Its count is stored in
the run's `contextSnapshot`, which a resume claim does not clear, and it
stops after 30.
- `server/src/services/heartbeat.ts`: routes a preparation deferral to
the same-run path or, before admission, to the scheduled-retry path.
After the bound it follows the normal failure path with the plain
message.
- No schema or migration. Postgres releases a dead holder's advisory
lock with its session. The staging evidence showed a live holder
(another run's checkpoint), not a stale one.
- `doc/DEVELOPING.md`: Documented both paths and the bound.

Earlier revisions of this PR waited on the lock and added idle-session
expiry, keepalive, ownership fences, fenced remote removal and attempt
slots. This revision removes all of them.

### How the directory-wait retry keeps the original wake

The retry no longer replaces the wake. `scheduleBoundedRetryForRun`
takes `preserveWakeContext` for this wait: the retry keeps the original
`wakeReason`, `retryReason` and the whole wake context (interaction,
comment, continuation and admission fields), and its wake request keeps
the original reason. The wait is recorded separately as
`preparationWait: { kind: "agent_directory_busy", attempt, nextAttemptAt
}`, next to the carried `executionRetryAccounting`. Gates that key on
the wake reason therefore treat the retry exactly as they treated the
original wake.

| # | Site | Treatment for the directory wait | Why |
| --- | --- | --- | --- |
| 1 | `heartbeat/retries.ts` `scheduleBoundedRetryForRun` | Changed:
`preserveWakeContext` keeps the original wake context and reason and
adds `preparationWait` | Root cause: the retry overwrote the wake reason
|
| 2 | `run-dispatch/domain/wake-context.ts`
`isResolvedInteractionContinuationWakeContext` /
`PREPARATION_WAIT_RETRY_REASONS` | Special case removed | The original
wake context is kept, so the continuation is classified from it |
| 3 | `heartbeat/retries.ts` `interactionRunnerWait` | Special case
removed | The interaction fields are kept in the context |
| 4 | `run-dispatch/adapters/postgres.ts` scheduled-retry dependency
facts | Changed: a preparation-wait retry whose original wake was
admitted as a dependency-blocked interaction
(`dependencyBlockedInteraction`, recorded at wake time) is admitted the
same way | Without the wait the original wake would have run; this gate
is only met because of the wait |
| 5 | `run-dispatch/domain/wake-context.ts`
`isNonAssigneeWorkspaceBusyRetry` + `heartbeat/retries.ts`
`finalizeAgentDirectoryBusyDeferral` | Kept:
`preparationWaitDeferredWhileAssignee`, derived only from the recorded
admission authority | The scheduled-retry ownership gate has no
wake-reason path; the workspace and AI waits use the same recorded flag
|
| 6 | `heartbeat/retries.ts` explicit user continuation admission |
Kept: admits the `agent_directory_busy` scheduling reason | The
successor needs its own authorization receipt |
| 7 | `execution-recovery-attempt.ts` uncharged lane and
`agentDirectoryWaits` | Kept | Cap and accounting |
| 8 | `pre-dispatch-execution-evidence.ts` (`isPreDispatchResourceWait`,
`isAgentDirectoryPreparationWait`), used by
`legacy-execution-recovery.ts`, `cancelled-native-startup.ts`,
`explicit-native-continuation.ts` | Kept | Describe the cancelled
pre-provider parent run, not the retry's wake |
| 9 | `explicit-native-continuation.ts`
`undeliveredLegacyUserCommentIds`, `run-dispatch/adapters/postgres.ts`
`unstartedUserTurnOrigin` | Kept | The cancelled parent did not consume
the user's comment |
| 10 | `execution-projection.ts` label and saved accounting,
`task-interruption-presentation.ts`, UI toast and chat suppression |
Kept | Presentation of the wait |
| 11 | `run-dispatch/domain/policy.ts` AI-wait lock requirement;
AI-subscription lock recheck; AI wait detection
(`execution-configuration.ts`, `provider-limit-wait.ts`, `heartbeat.ts`,
`ai-connections.ts`, `ai-connection-runtime.ts`, `local-ai-login.ts`) |
Not applicable | AI-subscription specific |
| 12 | `workspace-busy-wait.ts`, `environment-selection.ts`,
`workspace-preparation.ts`, UI workspace-holder banners | Not applicable
| Workspace holder parking; the directory wait is a timed retry |
| 13 | `cancelled-native-startup.ts` paused workspace-retry repair;
`failureRetriesBefore*Wait` | Not applicable | Historical workspace and
AI records only; every directory wait saves its ledger |
| 14 | `failedRunRetryBudgetSpent`; storage-wait exhaustion escalation;
`status-relevance.ts` `isAdmissionWait` | Not applicable | A directory
wait never fails the run, stops at its own bound, and its run has
started |

## Verification

- Original wake kinds after a directory wait
(`heartbeat-agent-directory-busy.test.ts`, real heartbeat): an
assignment runs; a plain user comment on a dependency-blocked task is
answered with `dependencyBlockedInteraction`; an accepted interaction
continuation keeps its parked-task and reassignment gates; a user
message continuation runs with its comment; an accepted non-assignee
mention runs; and a reassignment during preparation does not let the
previous assignee restart. Each retry keeps the original `wakeReason`
and records `preparationWait`. With `preserveWakeContext` off, five of
these fail. Restart recovery keeps its attempt credit
(`native-runner-restart-recovery.integration.test.ts`).

- Non-assignee wake: an accepted mention for an agent other than the
assignee meets a busy directory; its retry records
`preparationWaitDeferredWhileAssignee: false`, survives promotion, runs
and succeeds once the directory is free. Without the shared clause in
`isNonAssigneeWorkspaceBusyRetry`, promotion cancels it.

- Interaction continuations: `heartbeat-agent-directory-busy.test.ts`
runs an accepted interaction continuation into a busy directory. The
retry keeps `mutation`, `interactionId`, `interactionKind` and
`interactionStatus` and is still classified as a continuation. If the
task is moved to todo, or reassigned, while the retry waits, the retry
does not run and the task stays parked or with its new owner. With the
old explicit storage/Runner lists, both cases fail.

- Red/green, new run:
`server/src/__tests__/heartbeat-agent-directory-busy.test.ts` runs a
real heartbeat for a new assignment whose first instruction preparation
meets a busy lock. Without the preparation wrapper, the run ends failed
(red). With it, the first run is cancelled as a wait, an
`agent_directory_busy` retry is scheduled with the task still locked to
it, the retry runs and succeeds, and no run of the task is failed
(green).
- Red/green, same-run: with the deferral as a no-op, the same-run
deferral tests failed (`expected false to be true`); they now pass.
- `native-controller-recovery.integration.test.ts` covers repeated
claim-and-defer cycles of a resumed run: each cycle keeps the attempt
count, cannot be claimed before the delay, stores the count on the run,
and the fourth deferral past a bound of 3 is refused. It also covers
Stop after the busy error, a foreign lease owner and a moved task (each
refused, nothing changed), a run before admission, and that a raw busy
error (as from collection) is never deferred.
- Focused suites: 232/232 passed (`agent-directory-working-copies`,
`instruction-working-copy`, `heartbeat-agent-directory-busy`,
`native-controller-recovery.integration`, `heartbeat-retry-scheduling`).
`tsc --noEmit` for `server` reports no errors in the changed files.
- Staging evidence (read-only): the failed run had a graceful restart at
07:25Z, then same-run resumes. Its third attempt failed at 07:31:08Z.
Another run of the same agent recorded a warm checkpoint receipt at
07:31:37Z. A second run of the same agent failed the same way at
07:59:46Z.

## Risks

- A deferred run waits 5 to 15 seconds per deferral, up to 30 times. If
the holder is still busy after that, the run fails as before with a
plain message.
- Before admission, deferral cancels the run and creates a retry run,
like the existing workspace-busy wait.

## 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
- [ ] 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>
2026-11-11 13:56:45 -06:00
DottaandClaude Opus 5.5 693743cd59 fix(ui): refresh dependent tasks when a blocker changes (#20836)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Tasks can depend on other tasks. A task detail shows its blockers in
the properties panel and in a "Still blocked by" notice.
> - The task detail response embeds a summary of each blocker, including
its status.
> - Live updates refresh only the changed task's own cached detail. They
do not refresh other cached tasks that embed it.
> - So when a user marks a blocker done, an open dependent task keeps
the old blocker status. The "Blocked by" chip shows "blocked" while the
Subtasks chip shows "done". The page looks stuck until a reload or until
a run starts.
> - This pull request refreshes every cached task detail that embeds the
changed task in `blockedBy` or `blocks`.
> - The benefit is that dependent tasks show the current blocker status
immediately.

## Linked Issues or Issue Description

**What happened?**
A user marked a blocker task done by hand. The dependent task page still
showed the blocker with a "blocked" icon and a "Still blocked by"
notice. The same blocker showed as "done" in the Subtasks row of the
same panel. The server had already resolved the dependency and woke the
dependent task. Only the open page was stale.

**Steps to reproduce**
1. Open task A, which is blocked by its subtask B.
2. In another view, mark B done.
3. Go back to A without a reload. "Blocked by" still shows B as blocked,
and the notice says "Still blocked by B". "Subtasks" shows B as done.

**Expected behavior**
The "Blocked by" chip and the notice update when B changes, the same as
the Subtasks row.

## What Changed

- `LiveUpdatesProvider`: when activity changes a task's status, retry or
recovery fields, invalidate every cached `issues.detail` query whose
`blockedBy` or `blocks` summaries contain that task. The match uses the
UUID or the identifier, because authenticated events can omit the
identifier.
- Add a regression test for this in `LiveUpdatesProvider.test.ts`.

## Verification

- Red: the new test failed before the fix. The dependent detail was not
invalidated.
- Green: `pnpm vitest run src/context/` in `ui` passes (311 tests).
- `pnpm verify` passes (549 selected test files).
- `tsc -p ui --noEmit` shows no new errors. Existing errors in
`ui/storybook/support/feature-map` are unrelated.
- Staging data check: the server returned the blocker as `done` in the
dependent's `blockedBy`. The stale display came only from the client
cache.

## Risks

Low risk. The predicate scans only cached task details. It refetches
only details that embed the changed task. Refetches use the existing
invalidation batcher. The list of actions excludes comments and document
edits, so busy tasks do not cause extra refetches of their dependents.

> 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 (`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>
2026-11-11 09:23:50 -06:00
DottaandPaperclip 89ec4e7614 feat(links): add cached GitHub pull request previews (#20593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations contain links to pull requests and other work.
> - A URL alone cannot tell the operator whether a PR is open, merged,
or blocked by conflicts.
> - Fetching every link at render time wastes API calls and can expose
private data through a shared cache.
> - This pull request adds a demand-driven links service and a GitHub PR
adapter.
> - Each viewer and company has a separate cache. Repeated links share
one request and result.
> - Operators get context when they hover or focus a link. Normal links
stay useful when a provider is unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Task Markdown links, shared link metadata, and the server GitHub API
boundary.

**Problem or motivation**

PR links have compact labels and neutral icons. They do not provide a
rich hover card or a common status source across repeated mentions. A
background resolver cannot borrow a person's GitHub connection because
it has no viewer identity.

**Proposed solution**

Recognize supported links locally. Request metadata after a delayed
hover or keyboard focus. Show a card at the first line of the link,
aligned with its icon. Share the result across all mentions in the
current viewer and company. Keep the exact original navigation URL.

The first adapter supports GitHub pull requests. Open is green, merged
is purple, and merge conflicts are orange. Draft, closed, unknown,
loading and unavailable states remain quiet.

**Alternatives considered**

Eager page scans would spend API quota on links the operator does not
inspect. Company-wide caching of personal GitHub results would cross the
credential boundary. This change uses neither approach.

**Roadmap alignment**

ROADMAP.md was checked. This extends existing task links and the GitHub
resolver. It adds no deployment adapter or new background worker.
Searches of open and closed PRs for link previews and PR hover cards
found no matching implementation.

## What Changed

- Add host-owned link recognition and a normalized preview contract. The
service selects an adapter by provider.
- Add a board-only company read endpoint. It checks company access
before cache reads and sends a private, no-store response.
- Use the current viewer's eligible GitHub connection. A configured
connection that cannot supply credentials fails closed. With no managed
connection, reuse existing company credentials or public access.
Instance credentials retain the public-repository check.
- Reuse the GitHub external-object resolver for API transport and
response parsing. Add title and mergeability to its normalized snapshot
without changing its existing state contract.
- Coalesce requests by company, viewer and canonical PR URL. Bound
cached entries and concurrent work. Cache success for one minute and
failures for a short period or the provider retry window.
- Add an abortable request deadline. Timed-out work stays in the
concurrency budget until it settles. No periodic worker or idle polling
is added.
- Add a shared browser query and anchored preview card. Repeated
Markdown links observe the same result. There are no automatic retries,
window-focus refreshes, toasts or connection prompts.
- Add ten production-component Storybook examples and real
pointer/keyboard browser checks. Document the API and verification
route.

## Verification

- Linux source checkout: 233 focused tests passed in nine suites. They
cover recognition, fixed API destinations, provider states, access
failures, credential selection, viewer/company isolation, request
coalescing, expiry, cache bounds, concurrency bounds and mounted OpenAPI
coverage.
- A live public GitHub smoke returned this PR's correct title and open
state. Two equivalent URLs shared one real network request. Personal
connection access was not part of that smoke.
- A controlled HTTP server stalls a real response body. The test proves
cancellation while another lookup completes.
- UI typecheck and the server layered typecheck passed. The UI
production build passed.
- Token gates and query policy gates passed. All 30 map/catalog support
checks passed. The three new server test files also passed a focused
TypeScript check.
- All 27 focused browser checks passed on the reviewed source tree. They
cover light/dark themes, narrow layouts,
open/merged/conflict/draft/closed/loading/unavailable/failed states,
fixed positioning during pointer movement, exact navigation and keyboard
access. A real browser HTTP interception counts one deferred lookup for
two equivalent PR links.
- The first browser attempt lacked Chromium. A later combined build/test
attempt exhausted the sandbox's 8 GiB memory limit and killed Storybook.
Those attempts supply no pass evidence. Chromium is installed, and the
final browser checks run with the build stopped. One initial Storybook
dependency reload interrupted a streaming check. All eight existing
inline-link cases passed on the warmed server, followed by a complete
27-case pass.
- Synthetic Storybook pointer events did not exercise the native hover
boundary. The assertions now run through real Playwright pointer and
keyboard actions. The fixture stories retain the production components.
- Review fixes preserve the Draft label when GitHub reports both draft
and conflicts. They also preserve neutral link colors in dark mode. The
25 affected service checks pass, including the added combined-state
regression. Browser checks compare unknown, draft and closed links with
the muted theme color.
- The first CI policy run rejected a literal retry opt-out. The code now
uses the existing explicit zero-retry helper. A new test-spy type error
was also corrected. These failures are fixed; their earlier runs remain
failed.
- `pnpm verify --explain` returned exit 2 because the browser test path
selects broad CI. No full local suite is claimed. The final CI run
supplies that coverage.
- The previous head `437913c797963aa113bb82e2ae8b836969317ef9` passed CI
and received a 5/5 Greptile score. All four review threads are resolved.
Master then advanced. The current head
`ae2a1c2adbd61a621cca9bdd160561952613df6e` resolves the source-manifest
conflict against master `9b21dcbdda01296349f3cfe0a3a6891e79df6130`.
Fresh CI and review are running.
- The previous CI run found a lost class on decorated PR links and a
stale SDK source manifest. Both are fixed. The existing CommentThread
integration test and 26 focused link service tests pass. All 45 SDK
source/privacy tests pass. All eight source-manifest helper tests pass.
The manifest helper changed only source identities and added the two new
shared files. Runtime, compiler, parser and library pins stay unchanged.
- A later review found that expired timeouts could reuse a settled
promise. The service now removes settled requests from its
shared-request map and counts unfinished provider work separately. The
new regression failed before the fix and passes after it. The
concurrency-bound and real stalled-HTTP tests also pass.
- UI typecheck and token gates pass after these fixes. The browser rerun
needed Chromium in the new session. That first attempt did not exercise
the UI. The complete 27-case browser rerun passed before the master
merge with retries disabled. All 27 browser cases also passed on the
merge revision with retries disabled.

- After the master merge, all 84 focused link, OpenAPI and integration
tests pass. All 55 SDK source/privacy/manifest tests pass. UI typecheck
and token gates pass again. The source manifest retains master's
reviewed runtime pins and includes both sets of source changes. GitHub
confirms the PR can merge cleanly. The preflight helper rebuilt the
shared package and plugin SDK; Cargo is unavailable locally. Final CI
supplies Rust coverage.

- The latest master update changed the reviewed report-lock policy but
left the SDK lock hash at its previous value. The SDK source/evidence
checks reproduced the mismatch. This change sets only the SDK lock hash
to the authenticated output of the existing master policy and patch.
Compiler, parser and Zod pins stay unchanged. All 56 SDK
source/evidence/manifest tests now pass. All 84 focused
link/API/integration tests, UI typecheck and token gates also pass on
the updated source.

## Risks

- This cache is process-local. Separate server replicas can make
separate GitHub requests.
- A cached result can remain visible for its short lifetime after GitHub
changes. A later hover refreshes expired data.
- GitHub can report unknown mergeability. The UI shows conflicts only
when GitHub explicitly reports them.
- Personal preview data stays in viewer/company caches. It is not
written to company external-object records or persisted browser query
storage.
- Stories simulate the API. They do not prove a live GitHub login or
private-repository access.
- No schema migration is required.

## Model Used

OpenAI Codex, based on GPT-6. The runtime does not expose the exact
serving model ID or context-window limit. Used reasoning, repository
inspection, source editing, shell execution and browser tools. No
subagents were used.

## 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>
2026-11-10 19:32:51 +00:00
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
DottaandClaude Opus 5.5 8004ad069e perf(ui): skip socket reconcile for reads that have no live events (#20398)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps company data fresh through `LiveUpdatesProvider`,
which listens on a WebSocket and invalidates queries for each event
> - The provider closes the socket while the tab is hidden, and events
are not replayed, so it invalidates every active query when the socket
opens and when the tab returns
> - Some of those queries have no live events at all: instance settings,
plugin UI contributions, and the person's workspace and sidebar
preferences
> - Reconciling them adds requests to every tab return and to the first
socket open, on a server that is already saturated
> - This pull request excludes those reads from the reconcile and gives
them a 5-minute stale time
> - The benefit is four fewer requests on each tab return and on the
first socket open, with no change to company data freshness

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The burst of requests when a board UI tab regains focus, and the second
wave right after page load.

**Subsystem affected**
Board UI live updates (`ui/src/context/LiveUpdatesProvider.tsx`) and
query defaults (`ui/src/main.tsx`, new `ui/src/lib/live-reconcile.ts`).

**Current behavior**
On a local instance, returning to a hidden Mine tab sends 27 API
requests. Those include `instance/settings/experimental`,
`workspace-preferences/me`, `plugins/ui-contributions` and
`sidebar-preferences/me`. Live events never touch these. The same four
re-fire when the socket first opens after load.

**Proposed behavior**
The socket reconcile skips those four reads. Their stale time is 5
minutes, so a window-focus refetch runs at most every 5 minutes. Their
own mutations still invalidate them at once.

**Reason and benefit**
Each tab return costs four fewer requests. On staging, about 25 requests
re-fire together on focus, and every one delays the visible rows.

## What Changed

- New `ui/src/lib/live-reconcile.ts`: `LIVE_EVENT_FREE_QUERY_KEYS`
(instance settings, general and experimental settings, plugin UI
contributions, workspace preferences, sidebar preferences),
`isLiveReconciledQuery`, and `applyLiveEventFreeQueryDefaults`.
- `LiveUpdatesProvider` passes `isLiveReconciledQuery` as the predicate
on its invalidate-all paths: tab return, disconnected polling, socket
open, `live.resync`, and the transcript recovery that runs after a
resync. The first healthy open still also skips session and health.
- `main.tsx` applies the 5-minute stale time to those keys with
`setQueryDefaults`. No observer sets its own stale time for them.
- Not changed, and why:
- `auth/get-session` and `health` keep focus refetch and reconnect
handling for sign-out and reconnect detection.
- `cli-auth/me` (board access) keeps the reconcile because it detects
revoked access.
- The company list keeps the reconcile because live events invalidate
it.
- Company data (agents, chats, projects, approvals, labels, join
requests, live runs and others) keeps the reconcile. The socket is
closed while hidden, so the reconcile is how missed events arrive.
Keeping the socket open while hidden is a larger change and is not in
this pull request.
- Tests: new `live-reconcile.test.ts` covers the scope and the
stale-time defaults. The hidden-tab test in
`LiveUpdatesProvider.hook.test.tsx` expects the predicate.

## Verification

- `ui`: `npx vitest run src/lib/live-reconcile.test.ts
src/context/LiveUpdatesProvider src/lib/query-client.test.ts
src/lib/persisted-query-cache.test.ts` passes (283 tests).
- `pnpm verify` asks for broader CI coverage because `main.tsx` is
outside the resolved test graphs. Required CI provides it.
- Manual, on a local instance with the Mine page: hide the tab for 45 s,
then show it, and count `/api/` resource entries. `master` sends 27
requests and this branch sends 23. The four reads above are absent;
every company read is still present.

## Risks

- The reconcile was also how other tabs picked up changes to these
reads. A change made in another tab or browser now reaches this tab on
its next focus after 5 minutes, or on reload; before, it was the next
focus after 30 s. This covers an administrator changing an instance or
experimental setting or installing a plugin, and the same person
changing their workspace or sidebar preferences in another tab (for
example the coordinator or classic shell, or sidebar order). Changes
made in the same tab still apply at once.
- Low risk otherwise. Only the reconcile predicate and the stale time
change.

## 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 17:42:54 -06:00
DottaandClaude Opus 5.5 c7eb35809e perf(ui): read skills and routines only when an editor mounts (#20392)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI wraps every page in an `EditorAutocompleteProvider`
that supplies slash commands to Markdown editors
> - The provider read the full company skills and routines lists as soon
as a company was selected, on every page
> - The Mine inbox has no editor, but it still paid for both reads:
259–284 KB for skills and 225–333 KB for routines on our dev and staging
instances, with skills taking 8.5–13.7 s on a saturated staging server
> - Those reads compete with the inbox rows for the same server
> - This pull request starts the two reads only when the first Markdown
editor mounts
> - The benefit is two fewer large reads on every page without an
editor, and no change for pages that have one

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The requests that every board UI page sends on load.

**Subsystem affected**
Board UI context (`ui/src/context/EditorAutocompleteContext.tsx`).

**Current behavior**
A cold load of `/:prefix/issues?view=mine` sends `GET
/companies/:id/skills` and `GET /companies/:id/routines` although
nothing on the page renders them.

**Proposed behavior**
The provider keeps both queries disabled until a component calls
`useEditorAutocomplete()`. `MarkdownEditor` is the only caller, so the
reads start when an editor mounts: a task composer, the new-task dialog
when it opens, a comment box.

**Reason and benefit**
Each page without an editor saves two large reads. Pages with an editor
read the same data at mount, before a user can type `/`.

## What Changed

- `EditorAutocompleteProvider` holds a `requested` flag. Both queries
are `enabled` only after it is set.
- `useEditorAutocomplete()` sets the flag in an effect on first use. The
flag stays set, so the lists stay current through the existing
live-update invalidations for skills and routines.
- New unit test `EditorAutocompleteContext.test.tsx`: no reads without
an editor; one read of each list when two editors mount.
- New browser check `tests/perf/collections/shell-editor-reads.spec.ts`:
a Mine load sends no `skills` or `routines` request.

## Verification

- `pnpm verify` passes.
- `ui`: `npx vitest run src/context/EditorAutocompleteContext.test.tsx
src/components/task-chat/TaskChatComposer.test.tsx` passes.
- Browser check against a disposable local instance:
`PAPERCLIP_COLLECTION_PERF_BASE_URL=http://127.0.0.1:<port> pnpm exec
playwright test --config tests/perf/collections/playwright.config.ts
shell-editor-reads.spec.ts`. It passes on this branch and fails on
`master`.
- Manual: on a local instance the Mine load dropped from 34 to 32 API
requests. Opening a task shows the composer; `/` lists skills and
routines as before.

## Risks

- Low risk. On the first editor mount the slash menu is empty until the
two reads return. On `master` the same reads ran at app start, so a user
who typed `/` within the first moments of a page with an editor saw the
same gap.
- `attention/summary` is not changed. The navigation's "Needs you" count
renders it on the Mine page.

## 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 17:42:39 -06:00
DottaandClaude Opus 5.5 2a2d3f6e23 fix(ui): stop refetching the @task mention pool on every task event (#19931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI keeps its caches fresh from live events in
`LiveUpdatesProvider`
> - Each task activity event invalidates the whole `["issues",
companyId]` query prefix
> - That prefix also holds the `@task` mention pool: the 100 most
recently updated tasks, about 315 KB per response
> - A chat turn emits many comment, status and run events, so an open
task page downloads that list again for almost every event
> - This pull request keeps the pool fresh from push events without a
refetch per event: a closed server flag marks real membership or title
changes, progress on pooled tasks reorders the cache in place, and other
progress refetches at most once per 30 seconds
> - The benefit is less bandwidth and CPU for users with an open task or
chat, and smaller eval traces

## Linked Issues or Issue Description

**What happened**
While a task chat page is open, the browser repeats `GET
/api/companies/:id/issues?limit=100&sortField=updated&sortDir=desc`
(about 315 KB each). One 10-minute chat-eval attempt recorded about 194
of these requests. The trigger is `invalidateActivityQueries` in
`ui/src/context/LiveUpdatesProvider.tsx`. For every `entityType:
"issue"` activity event, it invalidates
`queryKeys.issues.list(companyId)`. That prefix matches
`queryKeys.issues.mentionPool(companyId)`, which `IssueDetail` (and
`NewIssueDialog`) keep active for the `@task` picker. Invalidation
refetches active queries and ignores `staleTime`.

**Expected behavior**
Comments, run progress and status changes on any task do not download
the full mention pool again. The pool still updates when a task that the
picker can show is created, deleted or renamed.

**Steps to reproduce**
1. Run `pnpm dev` and create a company with about 140 tasks.
2. Open a task page, for example `/REF/issues/REF-1`.
3. Every 4 seconds for 15 rounds, post comments on the open task, on a
task in the top 100, and on a task outside the top 100, and change the
open task's priority (60 events).
4. Count requests to `issues?limit=100&sortField=updated`. Before this
change there are 15 (about 3.3 MB). After this change there are 2 (about
480 KB).

## What Changed

- New shared helper `issueActivityChangesTaskIdentity`
(`packages/shared/src/issue-activity-identity.ts`). It is true for a
created, deleted, hidden, unhidden or renamed task.
- `server/src/realtime/live-events-ws.ts`: task `activity.logged` events
now carry the closed boolean `taskIdentityChanged`. Authenticated
sockets still get no `details`; the flag carries no task content.
- `ui/src/context/LiveUpdatesProvider.tsx` refreshes the mention pool
this way:
- The task identity flag is true (or full details show a create, delete,
hide, unhide or rename): the pool refetches at once.
- Other events on a task already in the pool: the task moves to the
front of the cached list. There is no request. The freshness clock does
not change, and a pending invalidation is never overwritten.
- Other events on a task outside the pool: one trailing refetch at most
every 30 seconds, because the task can now be in the top 100.
  - The picker is closed: the pool is only marked stale.
- `ui/src/lib/query-invalidation-batcher.ts`: new `excludingQueryKeys()`
keyed exclusion predicate. The batcher coalesces it and uses it for
prefix coverage. The broad `["issues", companyId]` invalidation uses it
to skip the pool, so a burst is again one broad refresh per batch.
- Tests: `ui/src/context/LiveUpdatesProvider.mention-pool.test.ts`
(authenticated event shape, hide and unhide, the 30-second window,
reorder safety, a burst through the batcher), new batcher tests,
`packages/shared/src/issue-activity-identity.test.ts`, and socket
assertions in `server/src/__tests__/live-events-toast.test.ts`.

## Verification

- `cd ui && npx vitest run src/context/LiveUpdatesProvider
src/lib/query-invalidation-batcher`: 231 tests pass.
- `cd server && npx vitest run src/__tests__/live-events-toast.test.ts`:
11 tests pass. In authenticated mode the socket keeps `details` off and
sends `taskIdentityChanged` (false for routine updates, true for a
create, rename or hide).
- `cd packages/shared && npx vitest run
src/issue-activity-identity.test.ts`: 14 tests pass.
- The new UI tests fail against the first commit of this PR: the
authenticated burst, hide, unhide, the 30-second window and the batcher
burst.
- `tsc --noEmit` for ui, server and shared: no new errors.
- Browser measurement: a local `pnpm dev` instance (local trusted),
headless Chromium on a task page, 141 tasks, 60 events over about 63
seconds (the reproduction steps above):
  - Before (master UI): **15** mention-pool requests, about 3.3 MB.
  - After: **2** requests, about 480 KB (one per 30-second window).
- Freshness after the fix: one rename, hide, unhide or create each
caused **1** refetch. A priority change caused **0**.
- I did not run a browser session in authenticated mode. The
authenticated event shape is covered by the socket test and the UI unit
tests.

## Risks

- A task that moves into the top 100 can be missing from the `@task`
picker for up to 30 seconds.
- The cached order is approximate between refetches: a moved task goes
to the front, but its `updatedAt` value is not changed.
- Other queries under `["issues", companyId]` (descendants,
created-from, summaries, onboarding first task) still refresh for each
event batch. They are small, but they can get the same treatment later.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), 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 20:55:39 -06:00
DottaandClaude Opus 5.5 7fd98682ca fix(workspaces): give every subtask its own execution workspace (#19860)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents split work into child tasks, and each task runs in an
execution workspace (a checkout, branch, or sandbox folder)
> - Since early 2026, a new child task used its parent's realized
workspace by default: the same checkout, branch and sandbox
> - A parent and its child often run at the same time. Two writers in
one folder lose each other's files, the waking parent is cancelled with
`workspace_busy`, and sandbox lease ownership crosses from the parent
into the child, so retained-file recovery refuses the workspace as
ambiguous
> - The product rule is simple: a subtask gets its own workspace,
independent of the parent's saved files. Paperclip never needs to carry
a parent's unmerged changes into a child
> - This pull request makes that the only behaviour on every creation
path, and moves existing shared children to their own workspace on their
next run, with no user or admin action
> - The benefit is that parents and children never block or overwrite
each other, and recovery ownership stays with one task

## Linked Issues or Issue Description

**What happened?**
A child task inherited its parent's realized execution workspace by
default (`createChild` defaulted to `executionWorkspaceInheritanceMode:
"linkage"`, and `issueService.create` fell back from
`inheritExecutionWorkspaceFromIssueId` to `parentId`). When the parent
woke while the child wrote to the shared workspace, the parent run was
cancelled with `workspace_busy`. In sandbox environments, the lease
ownership chain crossed from the parent into the child, and
retained-file recovery refused the workspace with
`allocation_ownership_ambiguous`.

**Expected behavior**
Every new child task gets its own execution workspace, realized from the
project base exactly as a top-level task in that project. It never uses
the parent's checkout, branch, saved snapshot or unmerged changes. A
parent and its descendant never share a workspace by any route.

**Steps to reproduce**
1. Run a parent task in a project with isolated (git worktree) or
sandbox workspaces, so the parent has a realized execution workspace.
2. From the parent run, create a child task with only `parentId` (or
through the runner `create_task` tool, chat suggestions, decision
effects, plugins, or the New sub-task dialog).
3. See that the child's `executionWorkspaceId` is the parent's, with
`executionWorkspacePreference: "reuse_existing"`.
4. Wake the parent while the child runs in a sandbox environment. The
parent run is cancelled with `workspace_busy`.

**Additional context**
Refs #9233 (the existing `strategy_only` opt-out).
The opt-out `executionWorkspaceInheritanceMode: "strategy_only"` already
existed for accepted-plan decomposition. This change makes that
behaviour (tightened to drop a pinned existing branch) the only
behaviour.

## What Changed

- **One rule for every creation path
(`server/src/services/issues.ts`).** `issueService.create` still uses
the parent (or `inheritExecutionWorkspaceFromIssueId`) as a source for
the project, project workspace and workspace *strategy*, but it never
copies the source's `executionWorkspaceId`, `reuse_existing` preference,
or pinned existing branch. All server paths that create a task go
through `create()`/`createChild()`: issue routes (`POST /issues`, `POST
/issues/:id/children`, the run-bound default parent and run workspace
source), runner `create_task`, chat suggestion acceptance, native status
decisions, accepted-plan decomposition, decision effects, plugins
(`ctx.issues.create`), external agents, watchdog follow-ups, monitor
recovery issues, case handoffs and email channels.
- **Explicit ancestor workspaces are dropped.** If a create names an
`executionWorkspaceId` (or an `existing` workspace selection) that an
ancestor of the new task created or is bound to, `create()` drops it and
keeps only the strategy. Older clients and skills that copied the
parent's id keep working and get an independent workspace.
- **`createChild` no longer has a "linkage" mode.**
`executionWorkspaceInheritanceMode` is still accepted from internal
callers and is ignored.
- **`inheritExecutionWorkspaceFromIssueId` decision.** I kept the field
for API compatibility, but it now copies only the source issue's project
and workspace strategy. I removed its workspace-sharing behaviour for
every pair, not only parent/child: the source task and its follow-up can
run at the same time (the runner, watchdog and status-decision callers
all create the follow-up while the source run is live), so sharing would
again let two tasks write one folder. Explicit sharing between unrelated
tasks stays available through an explicit `existing` workspace
selection.
- **New `server/src/services/task-workspace-lineage.ts`.**
`buildIndependentTaskWorkspaceSettings` (strategy only: mode,
environment, runtime, network egress, shared-workspace concurrency, base
ref, branch template, commands; no `reuse_existing`, no
`operator_branch`, no `existingBranch`), `loadTaskLineageIssueIds` (the
parent chain plus, for a task that depth placement put beside its
requester, the requester's chain via `privacyParentIssueId`) and
`isAncestorExecutionWorkspace` (the workspace's `sourceIssueId` is in
that lineage, or a lineage issue is bound to it). A child in another
project does not take the parent's strategy.
- **Upgrade-safe rebind at admission.**
`executionWorkspaceService.releaseAncestorWorkspaceBindingAtAdmission`
runs at the same admission point as the pending workspace selection
(`heartbeat.ts`). For a child (or a flattened task beside its requester)
that an older release bound to an ancestor's workspace, it clears the
child's binding (keeps the project workspace and strategy, bumps the
binding revision) so the run realizes the child's own workspace. It does
nothing while another run of the child is running, while the child's
earlier run still owns workspace finalization or recovery, for native
restart/lease-owner recovery, for a process-loss retry, or for a Retry
that keeps the current workspace. The parent and its workspace are never
changed.
- **Projects without a project workspace (per-task repository
acquisition).** A parent with no project workspace worked in its own
task files, so its settings (for example `isolated_workspace`) do not
describe the project base. A child of such a parent, and an older child
released from one, takes the project's defaults exactly like a top-level
task, instead of an isolated mode that would resolve to a git worktree
with no git base ("needs a project / project workspace"). When the
child's new workspace is created at admission,
`executionWorkspaceRepositoryService.prepareForAdmission` repeats the
parent's (or requester's) repository requests as the child's own pending
requests (identity, URL, catalog id and requested ref only; no pinned
commit, branch or files). The normal acquisition path then clones a
fresh copy into the child's task files with the child's own access
checks. This runs only for a workspace created by that admission, so
existing tasks never gain repositories.
- **UI.** The New sub-task dialog no longer pre-selects the parent's
workspace. `buildSubIssueDefaults` drops `executionWorkspaceId` and
`reuse_existing`, and derives the parent's independent mode
(`shared_workspace`, `isolated_workspace` or `agent_default`) from its
preference, saved settings or current workspace. The "This sub-task will
no longer use the parent task workspace" warning is removed.
- **Contracts and docs.** Shared validator and plugin SDK comments
describe the new meaning of `inheritExecutionWorkspaceFromIssueId`.
Updated `doc/execution-semantics.md` (new rule in §6 and a wording fix
in the retained-sandbox paragraph), `doc/SPEC-implementation.md` (child
workspace rule, requester keeps *strategy* inheritance, watchdog
follow-ups), `doc/SPEC.md` (task workspace ownership),
`docs/specs/external-task-protocol.md`, `skills/paperclip/SKILL.md`
(step 9 and the workspace bullet),
`skills/paperclip/references/issue-workspaces.md`, the CEO onboarding
`HEARTBEAT.md`, and the plugin SDK README.

### Previous-release story (`rules/upgrade-safe-run-state.mdc`)

- **Migrated on next admission.** A child that the previous release
bound to its parent's (or any ancestor's) execution workspace keeps that
binding until its next normal admission. Then the server clears the
binding and the run realizes the child's own workspace from the project
base. No schema migration is needed. No user or admin action is needed.
- **In-flight writers finish first.** A running child is not
interrupted. Its current run, its native restart recovery (admitted
native input or lease owner), a process-loss retry, and a Retry that
keeps the current workspace all finish in the shared workspace. While a
child's earlier run is still running or its workspace finalization or
recovery is unsettled, the binding stays and a later admission releases
it.
- **No files are dropped.** The release changes only the child's binding
row. The parent keeps its binding, and the shared workspace row, folder,
branch and saved snapshots are not touched. Anything the child left
there stays in the parent's workspace.
- **No new refusal codes.** Saved run identity (native execution input,
leases, checkpoints) is not changed or refused; the rebind only affects
new admissions.

## Verification

- New `server/src/__tests__/subtask-workspace-independence.test.ts`
(embedded Postgres): `create` with `parentId`, `createChild` with no
mode / `"linkage"` / `"strategy_only"`,
`inheritExecutionWorkspaceFromIssueId` pointing at the parent, explicit
parent and grandparent `executionWorkspaceId`, a non-child follow-up,
and unchanged top-level defaults and explicit top-level reuse. 7
creation cases fail on `master` and pass with this change. Admission
cases: an old-release child is rebound while its parent is running and
the parent keeps its workspace; a running child is not rebound (deploy
lands mid-run); an unrelated explicit share is kept; the parent is never
rebound.
- New heartbeat case in
`server/src/__tests__/heartbeat-workspace-busy.test.ts`: an old-release
child bound to its running parent's workspace in a sandbox environment
runs to `succeeded` with no `workspace_busy`, gets a new workspace, and
the parent run and binding stay unchanged. It fails on `master` (the
child waits with `workspace_busy`).
- Updated tests that asserted the old inheritance in
`issues-service.test.ts`, `task-workspace-binding.test.ts`,
`chat-project-tools.test.ts`, `task-workspace-child-trust.test.ts`,
`heartbeat-git-restore-point-resume.test.ts` (a child bound to a closed
parent's expired workspace now starts from the project base and leaves
the parent's restore point alone), and
`ui/src/lib/subIssueDefaults.test.ts`. Remote-workspace reservation,
continuation and writer-wait suites now seed the older-release shared
shape directly (or an unrelated explicit share), so those safety paths
stay covered.
- `npx vitest run` on the changed suites and about 45 related server
suites (heartbeat workspace, recovery admission, issue routes, routines,
plugins), `ui` `subIssueDefaults` and `NewIssueDialog` tests, `pnpm
check:token-gates`, `pnpm -r typecheck`.

- New
`server/src/__tests__/heartbeat-subtask-acquired-repository.test.ts`: a
project with no project workspace, a parent whose task files hold an
acquired repository with an unmerged change, and a child (new, and the
older-release shape bound to the parent's workspace) that runs to
`succeeded` in its own task files with a fresh clone at the project base
and its own ready repository receipt. The parent's checkout keeps its
change. Both cases fail on the previous head with "needs a project /
project workspace".

## Risks

- **Project-level configuration still applies to children exactly as to
top-level tasks.** In a project configured for `shared_workspace`, every
task (top-level or child) uses the project's one folder under the
existing shared-workspace concurrency policy. A branch that the project
itself pins applies to every task in the project. This PR removes only
the parent-to-child carry-over of the realized workspace; it does not
change those project defaults.
- **Standalone follow-ups that an older release bound through
`inheritExecutionWorkspaceFromIssueId`** are migrated only when the
source is in their recorded lineage (parent or privacy parent). Others
keep their explicit share and the existing writer-wait serialization.

- **Behaviour change for agents that relied on a shared checkout.** A
child or follow-up no longer sees the parent's unpushed or uncommitted
changes. Agents must push or merge code they want a subtask to build on.
The skill and onboarding text now say this.
- **Explicit ancestor workspace ids are silently dropped** instead of
rejected, so older clients do not break. The task gets an independent
workspace.
- **First run of a migrated child starts from the project base.** If an
older child had uncommitted work in the parent's workspace, that work
stays in the parent's workspace and is not copied into the child's new
workspace.
- **Admission adds one indexed read** for tasks with a parent and a
bound workspace; the locking transaction and ancestor query run only
when the bound workspace was created by another issue.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (file edits, shell, test execution) and
extended reasoning.

## 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 18:34:09 -06:00
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
DottaandClaude Opus 5.5 dd889e6a0b feat: show the assignee's provider usage limit in task properties (#19270)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents run on the native Runner through the Codex app-server and the
Claude ACP harness
> - Both harnesses report the provider account's rate-limit windows:
Codex sends `account/rateLimits/updated`, and Claude sends its SDK
`rate_limit_event` as `usage_update._meta["_claude/rateLimit"]`
> - Paperclip dropped both signals, so an operator could not see that an
agent was near or past its provider limit
> - This pull request normalizes both signals into one account-scoped
snapshot, keeps the latest snapshot per agent, and shows it as one
"Usage limit" line in the task properties pane
> - The benefit is that an operator sees "5h 78% · resets 15:40" (amber
above 80%, "Limited until …" when the provider refuses work, "using
credits" when a used-up window falls back to credits) next to the
assignee, and can click it for every window

## Linked Issues or Issue Description

Refs #19246
Refs #19259

**Is your feature request related to a problem?**
Codex and Claude report provider rate-limit windows during a run.
Paperclip dropped them: the Codex notification fell through the Rust
normalizer with no branch, and ACPX dropped Claude's `_meta`. Operators
could not see how close an agent was to its provider limit.

**Describe the solution you'd like**
Store the latest reported windows per agent and show one compact line in
the task properties pane, with a popover that lists every window.

**Describe alternatives you've considered**
A full gauge in the agent list and the run header. A design review chose
one property line with a details popover instead.

## What Changed

- Runner (Rust, the runnerd path): new `provider_rate_limits.rs`. Codex
`account/rateLimits/updated` becomes a `provider.notice.recorded` event
(category `provider.rate_limits`, scope `account`). `CodexProviderState`
merges sparse updates and emits a notice only when the windows change.
ACPX `usage_update` with a sanitized `rateLimit` field also emits the
notice.
- Runner (sidecar): `acpx-runtime-sidecar.ts` forwards only `status`,
`rateLimitType`, `utilization` and `resetsAt` from
`_meta["_claude/rateLimit"]`. This needs the ACPX `_meta` passthrough
from #19259. Until that merges, Claude emits nothing.
- Runner (TypeScript in-process drivers): the same mapping in
`codex-session-notifications.ts` and `codex-acpx-driver.ts` through
`drivers/provider-rate-limits.ts`.
- Shared: `provider-rate-limits.ts` holds the snapshot type, the parser,
the merge, and `summarizeProviderRateLimits` (fullest current window,
expiry by reset time, limited versus using credits).
- Server: `agent-provider-rate-limits.ts` merges each notice into
`agent_runtime_state.state_json.providerRateLimits`, scoped by company
and agent. A session reset keeps the snapshot. No migration.
- UI: `AgentRateLimitPropertyValue` adds a "Usage limit" row under the
assignee in `IssueProperties`. Transcripts treat the notice as run-log
only. A run status event refreshes the assignee's runtime state.
- Storybook: `Tasks and conversations/Task creation and lifecycle/Usage
limit property`.
- Docs: `doc/run-log-events.md` describes the notice and its storage.

## Verification

- `cd packages/paperclip-runner/runner && cargo test -p
paperclip-runner-core --lib rate_limit` and `--test
acpx_provider_events`: sparse Codex merge, dedupe, reached window,
checkpoint round trip, Claude utilization and rejection, notice shape.
- `cd packages/paperclip-runner && npx vitest run
src/drivers/provider-rate-limits.test.ts src/drivers/codex`
- `cd packages/shared && npx vitest run
src/provider-rate-limits.test.ts`: summary, expiry, limited, using
credits, parse and merge.
- `cd server && npx vitest run
src/__tests__/agent-provider-rate-limits.test.ts`: create and merge,
out-of-order snapshot, company isolation, unrelated notices, session
reset keeps the snapshot.
- `cd ui && npx vitest run src/components/transcript
src/components/issue-properties src/context/LiveUpdatesProvider`
- `pnpm -r typecheck` and `pnpm check:token-gates` pass.
- Live test on a local worktree instance: a native Codex agent on a
ChatGPT subscription login ran a real task. The runner recorded one
`provider.rate_limits` notice. The server stored it. The task properties
pane showed "7d 100% · using credits" (this account's weekly window was
used up and had credits, and the run succeeded). The transcript showed
no extra row.
- Not verified live: Claude. The local Claude CLI was not signed in, and
the Claude path also needs #19259. The Rust and sidecar paths have
tests.
- Not run locally: the full `pnpm test:run` and `pnpm build`. CI runs
them.

## Risks

- Low risk. The snapshot is display data. It does not hold or start
work. The existing provider-limit wait (#19246) still reads typed run
failures.
- Codex can send a rate-limit update often. The runner emits a notice
only when the windows change, so run-log growth stays small.
- With API-key auth, the harnesses report no windows, so no row appears.
This is the intended result.
- `CodexProviderState` gains two optional serde fields with defaults, so
older checkpoints still load.

> 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 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, browser) and extended reasoning.

## 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 20:26:51 +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 d8a9b3eb0c fix(ui): show task identifiers in activity toasts (#18802)
Project the company-scoped identifier for authorized task events and use it in toast titles, fallback bodies, and links. Retain authorized delivery when the optional identifier lookup fails.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-03 13:28:15 -06:00
DottaandPaperclip b40e6edaea perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine shows the work and failures that need the viewing user's
attention.
> - A reload waits for account access, task rows, parent captions and
failure state.
> - Those reads form several browser request stages before useful rows
appear.
> - Live invalidations can also restart the same task-list request more
than once.
> - This change supplies startup data together and removes redundant
refresh work.
> - It preserves current authority, failure presentation, archive state
and row stability.

## Linked Issues or Issue Description

Refs #18645. Related: #18642. This change implements the read-receipt
behavior independently on current master. It does not use that PR's
branch or patch.

**What happened?**

Mine starts its primary request after the session, company and
board-access reads. It then requests parent captions and rich failure
context. Four observed loads spent another 0.45–0.70 seconds after the
primary rows arrived. One slower load waited 1.71 seconds for parent
context. The same run observed two HTTP 429 responses. These timings
identify request waits; they do not attribute the delay to SQL or Node
CPU.

Read receipts also invalidate general task collections and dashboards.
Overlapping parent and child invalidations can start two requests and
abort the first.

**Expected behavior**

The initial page should use one account-safe startup projection and one
complete Mine response. A read receipt should refresh the affected
viewer's inbox state. Each invalidation batch should refresh a covered
query once. Required captions and current failure state must be ready
before first reveal. Existing rows should remain usable during a
transient refresh error.

**Steps to reproduce**

1. Open a populated Mine inbox with parent tasks outside the visible
index and a current failed run.
2. Reload with browser HTTP cache retained and application query state
empty.
3. Inspect the session, company, board access, task-index and context
request sequence.
4. Open or mark a task read and inspect the unrelated collection
refetches.

**Paperclip version or commit**

Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`.

**Deployment mode**

Authenticated board UI. Local proof uses the real APIs and database with
a synthetic session resolver. No hosted candidate deployment is claimed.

## What Changed

- Add optional, same-user `boardBootstrap` data to the existing session
response. Seed account-keyed company and board-access reads from it.
Keep ordinary endpoint reads for fallback, retry and live
reconciliation. A returning account cannot reuse revoked cached access.
Cache collection and later real refetches remain effective.
- Add the board-only Mine snapshot endpoint. Reuse the canonical issue
selector, private-task filtering, run-read decisions, secret redaction
and interruption/recovery presentation. Assemble the fixed 100-task
page, parent captions and bounded 200-run failure window on the server.
Start independent reads together. Optional source errors keep successful
task rows usable.
- Keep array-shaped source caches for archive and undo. Key Mine source,
context and reveal state by account. Validate the response's user stamp
before committing it. Remove array-only cross-tab Mine broadcasts, which
cannot carry its paired failure context. The server retains
authenticated in-flight coalescing.
- Scope read-receipt invalidation to the affected viewer's inbox, badges
and chat unread state. Keep company and task audit views fresh. Preserve
genuine task mutations, run updates and subscription-gap reconciliation.
- Remove covered scalar-prefix invalidations within a batch. Preserve
predicates, exact matches and different query/refetch constraints. A
later event can still refresh again.
- Retire Mine in-flight reuse after local company activity or run
lifecycle changes. A post-archive read starts fresh. Old work keeps its
admission slot until it settles, even if every HTTP client aborts. The
eight-compute limit stays in place.
- Add API, component and browser regressions. Extend the production
timing harness with matching API/UI artifact receipts, retained-cache
reloads, request status counts, layout checks and optional controlled
network latency. Update API and verification documentation.

## Verification

- Full `pnpm -r typecheck` passes.
- Full `pnpm build` passes.
- Token gates, map checks and diff whitespace checks pass.
- 72 Inbox component tests pass. Startup-specific checks pass, including
account switching, revoked cached access, malformed/absent bootstrap
data and cache collection. The canonical authenticated bootstrap route
also passes against real PostgreSQL.
- Six real PostgreSQL Mine route cases pass, including full equivalence
with legacy authorized projections, privacy, fixed bounds, membership
revocation, coalescing, archive freshness and aborted-client admission.
Four focused legacy coordinator controls pass. Six assembly tests pass.
- Refetch and invalidation regressions pass. Meaningful pre-fix tests
observed two request starts and one abort for overlapping invalidations;
the fix produces one start and no abort. The archive race test observed
the post-archive GET joining the old body before the fix.
- All 11 existing startup browser checks pass, including Tasks/Mine code
loading, desktop/mobile bounds, non-streamlined Coordinator, task
navigation, failed preloading and Back position. The nine focused
startup, fallback, partial-source error, rate-limit recovery,
archive/undo and geometry cases also pass. The 429 cases use the
inherited retry window. Archive and keyboard undo are corroborated
through the real API and reload. Authentication and failure fault
injection in these cases are explicitly simulated.
- Matched production before/after timings are complete. Full aggregate
Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate
and `review` workflow pass. The 45 build/test/policy jobs are queued;
the Build job has no `ubuntu-latest` runner assigned and has executed no
steps, so remote aggregate results remain unverified. Paperclip Review
and Superagent Security Scan are in progress. Superseded runs for this
PR were cancelled. No current-head check has reported a failure; the CI
checklist remains open. The remaining step is runner allocation and
completion of those external checks; persistent queueing needs the
repository CI owner's attention.
- Greptile completed on final head
`ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding
is fixed and resolved; there are no open review threads.

### Matched browser timings

Five alternating baseline/candidate pairs per network scenario, measured
serially
in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a
1440×900
viewport. Both production UIs use their matching real API revision
against one
fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one
paused
agent and one terminal failure. No active agent/provider work. HTTP
cache is
retained; each initial sample reloads the document and clears
application query
state. Warm navigation and Back retain query state. CPU and throughput
are native.
The 100ms scenario uses CDP minimum request-to-response-header latency
without
request interception. It is a controlled request-dependency experiment,
not a
staging reproduction.

Values are median milliseconds with min–max in parentheses. Paired
saving is
baseline minus candidate for each alternating pair; its median differs
from the
difference of arm medians. Positive saving favors the candidate.

| Network / journey | Baseline | Candidate | Median paired saving |
| --- | ---: | ---: | ---: |
| Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) |
−23.3 |
| Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37)
| −0.16 |
| Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) |
+4.94 |
| 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) |
+211.8 |
| 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98)
| −0.02 |
| 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) |
+0.35 |

The controlled-latency initial pairs all improve, saving 108.3–217.0ms.
Native
initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no
reliable
native page-speed improvement. Warm and Back timings are effectively
unchanged.
Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms
with
100ms latency; these runs do not establish a large startup-only timing
gain.

API requests through the two-second post-reveal window fall from median
32
(32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms
latency.
All 20 samples preserve the same ordered 31 task links, first-row DOM
identity
and geometry. All recorded API responses are HTTP 200; zero unfinished
requests,
429s or JavaScript errors. Lower 429 incidence on staging remains
unproven.

Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`,
candidate
`4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head
`ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map
files
and existing browser test expectations since that measured candidate;
production executable inputs are identical to the measured candidate.
Asset hashes, API
health revision receipts and every raw sample were retained. These
results do
not claim hosted-page improvement or deployment of this PR.

## Risks

- Startup enrichment adds work to the session read. Failure of this
optional projection falls back to the ordinary company and access
endpoints. It does not invalidate a valid session or replace per-request
server authorization.
- Account changes, stale cache entries and same-company navigation can
expose old presentation data. Account keys, principal stamps, reveal
scopes and canonical bootstrap replacement have dedicated negative
cases. Permission failures hide cached task rows; transient network, 429
and 5xx failures preserve them.
- Current failure state can differ from the historical failed run. The
snapshot uses the existing canonical rich projection and verified
missing-ID coverage. Partial context failures retain an explicit retry
path.
- Mutation retirement follows events delivered to the current server
process. This adds no cross-replica invalidation protocol or distributed
read-after-write guarantee.
- New UI assets require the matching API. Older UI/session consumers
retain their existing response and endpoint behavior. There is no
database migration, provider call or deployment change.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, browser
automation and delegated source review. The exact runtime model ID and
context-window size are not exposed by 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: Paperclip <noreply@paperclip.ing>
2026-11-03 09:28:57 -06:00
DottaandPaperclip 44a9a043b8 fix(ui): make the full chat agent selector clickable (#18708)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat gives each person a standing conversation with an agent.
> - The Coordinator chat header shows an agent avatar, name, and caret.
> - Only the caret opened the agent picker. The avatar and name were
separate text.
> - This pull request puts all three parts in one button that opens the
existing picker.
> - The benefit is a larger click target with one keyboard focus stop.

## Linked Issues or Issue Description

**What happened?**

In Coordinator Chat, the caret opened the agent picker. The agent avatar
and name did not open it.

**Expected behavior**

The avatar, name, and caret must form one control. Each part must open
the same picker.

**Steps to reproduce**

1. Enable the personal Coordinator workspace and open an agent chat.
2. Click the agent avatar or name in the header.
3. Compare the result with a click on the caret.

## What Changed

- Put the avatar, name, and caret inside one button in
`CoordinatorAgentSwitcher`. Keep its current-page marker for screen
readers.
- Add an optional trigger to `AgentChatPicker`. The shared dialog
handles keyboard access and focus return.
- Add an optional breadcrumb control slot. The chat owns its button,
while the text label still sets the document title.
- Add regression cases for both header layouts on desktop and mobile.
Check all three click areas, Escape, focus return, and selection of
another agent.
- Add a Coordinator chat Storybook case with production components and
fixture API data. Update the feature recipe.

## Verification

- Passed 235 focused tests for `BreadcrumbBar`, `AgentChatPicker`,
`BreadcrumbContext`, and `IssueDetail`. The header cases also check the
current-page marker.
- Passed UI typecheck and UI production build.
- Passed token gates, map checks, and Storybook catalog checks. All 30
map and catalog regression tests passed.
- The new header cases failed before the change and passed after it.
- Full local typecheck could not finish because this workspace has no
`cargo` command.
- Full local build and the first UI typecheck attempt reached the 8 GB
workspace memory limit. The separate UI build and typecheck passed. The
full local test run was stopped to free memory for browser verification;
it has no complete verdict.
- Passed 18 browser checks in Chromium across desktop light, mobile
light, and desktop dark. Each case checks avatar/name/caret clicks,
Enter, Space, Escape/focus return, and selection of QAChecker. No page
render errors occurred.
- Captured six screenshots of the header and picker across these
viewports and themes. Review images remain outside the repository.
- Browser review first found stale fixture responses for recent
comments, decision receipts, chat handoffs, and ordinary-task email
state. Correct API response shapes removed those fixture render failures
before the successful review.

## Risks

- Low risk. The shared breadcrumb renderer has a new optional control
slot. Callers that omit it retain their existing rendering.
- Chat selection uses the existing picker and route. No database or API
contract changes are required.
- The Storybook API is simulated. It does not prove provider execution
or server persistence.

## Model Used

OpenAI Codex, GPT-6. The runtime did not expose the exact deployed model
ID or context window. The agent used code editing, terminal checks, and
browser automation.

## 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
#` 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 07:20:20 -06:00
DottaandPaperclip d38cdf261a perf(ui): speed up Tasks and Inbox startup (#18492)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks and Inbox are the main entry points for that work.
> - Earlier changes made their data reads and row counts smaller.
> - Those changes remain, but shared controls now pull in the whole
task-detail bundle.
> - A cold open can also read a remembered organization before selecting
the one in the URL.
> - This pull request separates collection code and selects the
addressed organization first.
> - It warms task code after collection paint, so the next task open
stays fast.

## Linked Issues or Issue Description

Refs #17756, #18323, #16849, #17041, #17983, #17960, #18461.

**What happened?**

Tasks and Inbox still use their optimized index reads and row budgets.
However, small shared controls and hooks were placed in the task-detail
chunk. A collection had to download that whole chunk. The HTML also
preloaded it on every route. The original production profile loaded
about 6.5 MB of decoded JavaScript before useful rows, or 1.9 MB
transferred with compression.

Company bootstrap could select a different remembered organization
before Layout selected the URL's organization. This started unnecessary
company reads. A retained multi-company browser fixture reproduced two
attention-count requests for different companies.

**Expected behavior**

Show correctly scoped, stable collection rows without waiting for
task-detail code. Keep compact reads, bounded rendering, direct task
preloading, immediate New Task input, and fast follow-on navigation.

**Steps to reproduce**

1. Use a production UI build with Coordinator enabled and two active
organizations.
2. Remember one organization, then cold-open Tasks or Mine in the other.
3. Inspect startup script and company requests before the first useful
row.

The baseline UI revision is `91fdf02e95`. This is a UI change. It has no
API, schema, migration, or authorization changes.

## What Changed

- Group the static collection dependency trees above the task-detail
group. Keep the existing startup and task grouping strategy.
- Preload task detail and its static dependency closure early on direct
task and agent-chat URLs. Keep collection aliases out of that preload.
- Fetch the immutable task chunk at low priority after a collection
paints, or on a same-origin task-link hint. After a successful immutable
response is fully read, module-preload the cached chunk so it can
compile without executing. A failed HTTP probe skips module preload.
- Prefer an addressed active organization during bootstrap. Preserve
manual selection, archived-company handling, and account-scoped company
lists.
- Preserve a task reading anchor when a programmatic scroll event
reports an unchanged offset during restore reflow. Strengthen the Back
journey to wait for a completed collection navigation.
- Add production-browser checks for delayed indexes, correct company
scope, stable row geometry, failed speculation, and early direct-task
preload. Update collection verification notes and the feature map.

## Verification

Final source: `e402ab7fc6`; baseline UI: `91fdf02e95`.

- All **234 focused unit cases** and **44 production-browser journeys**
passed on the final source: 33 task journeys and 11 collection journeys.
Coverage includes compact history, saved cards, draft persistence,
avatar continuity, failed-probe recovery, delayed data, pagination, deep
links, desktop/mobile and reading-position restoration through Back.
Desktop and mobile screenshots were inspected.
- Workspace typecheck, full production build, map checks, token gates
and diff checks passed. The default local `pnpm test:run` still stops
before executing tests because the existing chat-test line selector
reports `No test found` (1,816 skipped). This is not a passed full local
test suite. Focused tests and remote CI remain separate evidence.
- Greptile reviewed the exact final commit at **5/5**, with zero open
review threads. Final code CI passed. The complete check inventory is
**55 successful, 3 skipped, 1 neutral**. The neutral result is the
separate Paperclip Review: its agent finished without completing an
assessment, so it is not a passing review score.

Five alternating baseline/candidate pairs per scenario, Chromium
151.0.7922.34, 1440×900, 4× CPU, 50ms latency, approximately 9Mbps down
/ 1.5Mbps up. Cold cases use fresh browser contexts with normal cache
writes enabled; warm cases use the same context and normal application
query cache. Both previews use the server's immutable hashed-asset cache
policy and uncached HTML, with real local feature settings and no
request interception. All task-owned builds and suites were stopped
during timing; other host activity was uncontrolled. Readiness requires
useful rows and editable search, or the readable task thread and
editable composer, followed by two animation frames.

| Journey | Baseline median (range) | PR median (range) | Median paired
saving |
| --- | --- | --- | --- |
| Cold Tasks | 3239 ms (3189–3333) | 2545 ms (2441–2682) | +752 ms |
| Cold Inbox | 3207 ms (3203–3268) | 2679 ms (2502–3062) | +541 ms |
| Warm Inbox | 717 ms (701–917) | 760 ms (745–768) | -47 ms |
| Warm Tasks | 1150 ms (1126–1207) | 1136 ms (1119–1174) | +18 ms |
| First task click | 943 ms (932–1008) | 1007 ms (976–1098) | -74 ms |
| Back to Tasks | 584 ms (568–617) | 566 ms (559–575) | +10 ms |
| Cold direct task control | 3389 ms (3377–3402) | 3415 ms (3395–3896) |
-13 ms |

All five pairs improved for each cold collection. The signed saving is
baseline minus candidate for each pair; it is distinct from the
difference of medians. Warm navigation is broadly similar. First task
click was 74ms slower by median paired difference. Direct-task median
paired difference was 13ms slower, with one slower 3.90s candidate
sample retained in the range; this is not a claimed direct-task speedup.

Completed script transfers by collection readiness fell from about
**1.91MB to 1.14MB** (Tasks), and **1.90MB to 1.14MB** (Inbox). Task
code warms after rows paint. At the test bandwidth, the removed 0.77MB
critical transfer represents roughly 0.65s of download time; CPU and
network overlap, so their savings are not added. Unthrottled loopback
API control medians stayed about 17–18ms in both variants. All 30 cold
samples had zero browser errors.

Rejected experiments remain separate: automatic splitting produced over
200 startup requests; disabling recursive grouping slowed direct tasks;
HTTP-only warming improved collection startup but slowed first task
opens. The final correction preloads direct dependencies and compiles
successfully cached code after paint. Routing disables HTTP caching, so
intercepted runs were kept as diagnostic evidence rather than used for
warm-cache acceptance; see [Playwright's cache
behavior](https://playwright.dev/docs/api/class-page#page-route). Vite
preview's default asset `no-cache` policy was also corrected to match
the shipped server before final measurement.


## Risks

- Bundle placement affects shared consumers. Browser checks cover
collections and task navigation; the full PR checks also cover other
routes.
- Code warming still transfers the task chunk if the user stays on a
populated collection. It moves that download past first paint and does
not execute it. This is a startup latency improvement, not a claim that
all eventual bytes disappear.
- A direct click before warming finishes still loads code on demand.
Direct task and chat URLs retain early module preload.
- Local browser evidence does not establish a deployed staging speedup.
This PR does not merge or deploy itself.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, tool use and local code execution.
The context-window size is 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 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 the relevant tests locally and they pass (234 unit
cases and 44 browser journeys; the full-command limitation is 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 code CI gates are green (the separate Paperclip Review is
neutral because its agent did not complete an assessment)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-31 22:12:41 -05:00
DottaandPaperclip 8ff812cdde feat(chat): deliver proactive task messages to agent chats (#18374)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat gives each person a persistent conversation with each
agent.
> - Tasks and routines produce results outside that conversation.
> - Those runs need a safe way to bring a requested result back to the
person.
> - The server must select the agent's own chat and check the source
task's access rules.
> - This pull request adds proactive chat messages and unread
indicators.
> - People can see the result, open its source task, and reply in the
same chat.

## Linked Issues or Issue Description

**Subsystem affected**

Server, native runner tools, shared contracts, database, and UI.

**Problem or motivation**

An agent can report progress on a task or comment on an authorized task.
It cannot send a routine result to its own standing chat with the
responsible person. A morning review routine therefore cannot leave a
visible digest in that person's chat.

**Proposed solution**

Add `send_chat_message({body, idempotencyKey})` and `POST
/api/agents/me/chat/messages`. The server selects the company, agent,
and responsible person from the active run. It saves an attributed
comment and audit record in one transaction. The chat shows a
source-task link and per-person unread state.

**Alternatives considered**

A destination parameter on a generic comment tool would expose
unnecessary routing authority. A new delivery worker would add another
durable delivery path. This change uses a dedicated tool and the
existing comment and live-event paths.

**Roadmap alignment**

This extends the experimental Agent Chat capability in `ROADMAP.md`. The
existing `enableAgentChat` setting controls it. Related public work:
Refs #13282, Refs #13283, and Refs #14408. Searches for proactive chat
and unread chat found no duplicate PR.

## What Changed

- Add a focused messaging service shared by the native tool and HTTP
route. It checks current run ownership, execution mode, recipient
membership, task access, and task privacy.
- Reuse the canonical company/agent/person conversation. Save the
comment and audit record together. Keep task completion and chat
execution separate from delivery.
- Add source-task provenance and source-scoped retry keys. Identical
retries return the saved receipt. Changed content returns a conflict.
- Enforce the conversation's fixed agent at the shared comment-write
boundary. Keep normal reply cancellation and session checks.
- Add chat unread state, accessible agent dots, aggregate Chat
indicators, and visible-message read cutoffs. Refresh through existing
live events.
- Add the request-key constraint, native tool contracts, documentation,
capability maps, stories, and regression coverage.

## Verification

- Local delivery/security proof: all 38 proactive-message cases pass.
Eight credential-scope regressions and four quota regressions fail
against the prior source. The repaired delivery and canonical
cross-issue cap suites pass all 49 cases; all 31 OpenAPI tests, server
typecheck, and capability-map checks pass. The shared per-run cap covers
native and HTTP sends, mixed ordinary mutations, concurrent last-slot
contention, and retry/recovery without double charging.
- Credential tests preserve the authenticated person and authorizer;
reject bridge/test credentials and persisted skill-test runs after
task-mode changes; and recheck API-key revocation, scope, and
responsible person after destination locking. The earlier
delivery/native-authority suites passed all 74 cases before the four
quota additions.
- Four PostgreSQL contention cases cover native and HTTP sends plus
retries during a native chat mutation. All four deadlock against the
earlier source and pass with destination-before-source/run locking.
Recovery and human-reply delivery enqueue only the human comment; a
proactive digest never wakes the chat agent.
- Passed 108 companion conversation, native-authority, and OpenAPI
tests; 112 runner catalog/workflow-report tests; 47 completion-delivery
tests; and 25 project-handoff tests. Focused runner tests cover native
tool availability without generic API tools.
- All 327 affected UI tests, UI typecheck, token gates, and catalog
checks pass. The read hook retries at most three times, respects server
retry delay, coalesces only seen cutoffs, recovers on reconnect, and
cancels on scope changes.
- Real browser journeys with a deterministic process agent verify
routine-to-chat delivery, first-chat creation, unread state across
reload, the source link, secondary chat navigation, and a follow-up
reply referring to the digest. This does not qualify live GitHub
retrieval or model output quality.
- The Storybook showcase uses production components with deterministic
network fixtures. Rendered interactions pass for the landing, ordinary
read success, transient read recovery, and persistent failure after
bounded retries. Both Chat navigation variants update from two unread
chats to one while only Kodi's dot clears. Mobile and light variants
were reviewed. The existing Coordinator Recents label contrast finding
is unchanged; no Linux visual baseline archive exists.
- Current master's independent sandbox migration retains 0418.
Regenerated the feature migration as 0419 from the combined schema and
retained exactly the newest five snapshots; numbering/safety, replay,
and schema-drift checks pass.
- Workspace typecheck and build passed before PR preparation; canonical
server/UI typechecks passed again on the combined tree. Migration
`0419_slippery_impossible_man.sql` passes safety and schema drift checks
on disposable PostgreSQL, including interrupted index repair, concurrent
migrators, one-time owner read-state backfill, preserved receipts, and
two SQL replays. A default five-second local snapshot comparison timed
out; a diagnostic 30-second run passed without drift.
- Earlier failures are retained in the record: full local `pnpm
test:run` and broad shards encountered embedded-PostgreSQL startup,
timing, and provider-recovery failures. Thirteen selected
external-channel cases pass in isolation on the original and changed
sources; an unordered comment-row assertion now explicitly orders both
reads. The earlier route registry, native tool count, runner catalog,
and accessible Chat badge-name failures were fixed and passed full
remote CI on `920b3bb7db`.
- Repeated managed-skill server8 failures came from CI's newer synthetic
merge: its Cloud guard correctly rejected the old local-disk fixture.
Master independently repaired the fixture in #18385; this branch keeps
that repair unchanged. All 57 managed-skill and Cloud prerequisite cases
pass on the combined tree, and that fixture has no remaining PR diff.
- Current reviewed head `dc16f314739a6d977bed21cb1446d0e80a541578`:
Greptile 5/5 with no findings, Superagent security assessment passed,
advisory Paperclip Review 5/5 with no findings, and zero open review
threads. All 55 current-head check runs pass, with five expected skips
and the advisory review neutral at 5/5; Snyk also passes. No checks are
pending or failing. Protected squash auto-merge is enabled and is
waiting for required code-owner approval. A normal exact-head merge was
refused by the base-branch policy; no admin bypass was used. The
previous head's Superagent quota finding is fixed and covered above.

## Risks

- Chat remains company-visible. Delivery rejects a source task with
private-task, project, or ancestor restrictions.
- Read state uses a comment timestamp cutoff. The server retains
database precision and never moves a read receipt backward.
- The new unique constraint changes comment query planning. An existing
regression now uses an explicit row order. The migration builds the
unique index concurrently, then takes a brief table lock to attach it.
It uses the existing top-level migration and interrupted-index recovery
path.
- The upgrade backfills missing chat-owner read-state rows at the latest
existing agent comment. Existing read receipts remain intact. New chats
can still be unread before the human participates.
- Quota observation commits atomically with delivery. A rejected send
rolls back its attempted denial audit row and any first-chat creation;
the canonical warning remains in server logs, and previously spent quota
remains enforced. Identical/conflicting retries and receipt recovery
spend no extra slot.
- This version delivers in-app only. It adds no external-channel, push,
or email delivery.
- Local full-suite acceptance remains limited by the failures recorded
above. The feature stays behind `enableAgentChat`.

## Model Used

OpenAI Codex. PR preparation and CI work used `gpt-6.1-sol` with tool
use and code execution. The earlier implementation also used Codex, but
its exact model ID was not recorded in the visible session. The
context-window size was not provided.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run focused tests locally and they pass; the broad local
failures 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>
2026-10-30 21:39:07 -05:00
DottaandPaperclip 6dcf4160dd perf(chat): load recent messages and page history on scroll (#18358)
## Thinking Path

> - Paperclip lets people manage work done by agents.
> - A standing agent chat can hold months of conversation.
> - The chat route forced full-history mode, bypassing compact task
loading.
> - A cold visit fetched lifetime run summaries and hydrated historical
transcripts.
> - This PR starts with 20 recent messages and loads earlier pages on
upward scroll.
> - It preserves the reader's position, current questions, and draft
while history grows.

## Linked Issues or Issue Description

**What happened?**

Standing agent chats forced full-history loading. A long conversation
fetched full activity and run history before it became readable. Earlier
comments also used an explicit load control.

**Expected behavior**

Open a small recent conversation quickly. Load older messages when the
reader scrolls upward. Show an inline loading state. Keep the visible
message and composer mounted through paging, live updates, and Back
navigation.

**Steps to reproduce**

1. Open a standing agent chat with hundreds of messages and completed
runs.
2. Use a fresh browser query cache.
3. Observe full activity and run reads plus transcript requests for
historical runs.
4. Compare the recent window and upward paging after this change.

Related work: #18312 and #18323 restored compact task and collection
loading. #14848 added reopening of visited agent chats. A GitHub search
found no open PR for this chat-history optimization.

## What Changed

- Return 20 contiguous recent comments for standing chats, with a stable
oldest cursor. Keep the existing compact task exchange contract. Use the
existing company/issue/time index for cursor reads.
- Keep chats compact even if their task view previously expanded
history. Retain observed messages through live catch-up and cache-backed
return visits.
- Keep fetched history pages, acknowledged sends, and the observed
recent cursor separate. Reconcile live replies without losing history
after a send or deleted cursor.
- Hydrate metadata only for newly revealed message/run IDs; preserve
prior batches while paging. Slow-send recovery refreshes the recent
window. Receipts failures have an independent retry.
- Hydrate run summaries only for loaded messages and the latest turn.
Validate batches of at most 100 run IDs and keep the existing
issue/company access rules.
- Reuse hydrated terminal native streams when only history membership
changes. Preserve retry, resume, mode changes, reconnect recovery, and
interrupted recovery reads.
- Load older messages, decision receipts, and task handoffs through
upward scrolling. Support wheel, touch, and keyboard input. Keep pending
questions visible.
- Reserve a status slot while loading. Preserve a logical message anchor
and the mounted composer. Pause failed page reads until an inline Retry.
- Add database, route, controller, and scroll regressions, plus an
opt-in production-build browser rig for long chats on desktop and
mobile. Update design and feature/access documentation.

## Verification

- The real PostgreSQL cold-open suite passes all 12 tests, including
contiguous pages with equal timestamps, complete history, company
denial, and scoped run IDs.
- Activity route and OpenAPI suites pass 53 tests. The route run allowed
local cold-import overhead; CI retains the repository's normal timeouts.
- Three new paging regressions fail against the unchanged source. The
candidate's focused paging/window suite passes 26 tests. Broader UI
verification is recorded below when complete.
- Desktop and mobile browser acceptance covers recent-only startup,
per-frame reveal geometry, delayed and failed older pages, stable
reading anchors and drafts, Back, older comment links, and one persisted
live reply.
- Full workspace typecheck and build passed locally. The final UI source
also passes its typecheck and production build.
- Affected UI suites pass: 212 controller/history/paging tests, 352
thread/scroller tests, 26 native-stream tests, plus metadata batching
and live-cache hydration coverage. The issue mutation/access route suite
passes 179 tests.
- All 22 final desktop/mobile browser journeys pass, including delayed
image growth. The isolated second-page request proof also passes six
repeated desktop/mobile runs. A separate 6,000-message, 3,000-run
fixture passes cold-open and delayed-paging checks on both screen sizes,
still opening 20 messages and loading one 50-message page.
- Final matched production timings use baseline `aa58fa1073`
(`index-BaRiMbxd.js`) and candidate UI source `f9a26b9783`
(`index-DPWTbsFF.js`, identical application source at final head
`bf71ffd5af`). Chromium 151.0.7922.34, 1440×900, 4× CPU throttle, no
added network latency, browser HTTP cache disabled, fresh application
cache for each cold visit. Both variants block service workers and use
the same warm local API server and immutable 600-message/300-run
fixture. Only document HTML is intercepted for both variants; API
requests are real. The common API revision is `109981f8c1`; subsequent
commits change only UI and tests.

| Usable conversation | Baseline median (range) | Candidate median
(range) |
| --- | --- | --- |
| Cold direct URL | 6.57 s (5.69–7.45) | 3.07 s (2.50–3.28) |
| Warm in-app return | 3.76 s (3.54–4.76) | 0.67 s (0.58–1.46) |
| Back return | 2.53 s (2.12–4.20) | 0.51 s (0.47–1.18) |

Five pairs alternate order. Every paired difference favors the candidate
for all three journeys. Readiness requires a revealed, fully visible
latest reply above the composer and an editable composer. Return timing
starts after the Tasks route renders. Cold API requests fall from
953–954 to 71; API wire bytes fall from 517–559 KB to about 49 KB.
Separate CPU profiles and request waterfalls confirm the removal of
lifetime event hydration and are excluded from the five timing pairs.
Both variants have the same expected missing optional plan document
(404) and no browser exceptions. Control recent-window API reads have
medians of 37 ms / 32 ms, with shared-host outliers up to 376 ms.

The 6,000-message recent-window SQL uses
`issue_comments_company_issue_created_at_idx` (22 index rows read for a
21-row probe). Geometry assertions retain a 2-pixel tolerance for the
reading anchor and first-reveal layout. These are local synthetic
measurements, not deployed staging latency. Earlier timing probes are
excluded because they did not isolate service workers or composer
clearance. Final head `bf71ffd5afb5684ba9105a3127f617e7adf5139c` has 55
successful checks, three optional skips and one neutral result, with no
failures or pending checks. Greptile is 5/5 with no open review
findings.

### Failure record

Early local attempts exposed an unconditional scroller wrapper that
changed the old task layout, and automatic retries on chat page
failures. Both were corrected. The original task scroller structure
stays in place. Metadata request assertions wait for initial connection
recovery to settle, then verify only the new page’s reads;
retry/resume/reconnect revalidation remains intentional.

The initial review caught a send-before-scroll cache defect; its
controller regression failed before the fix. Later rapid-paging checks
caught scroll readiness being gated by metadata after the first reveal;
readiness now stays enabled once revealed. Live replies use the separate
acknowledged-message cache, then catch up from the server cursor.

Visual review exposed a pagination wrapper bypassing existing composer
clearance. The body is again a direct scroller child; cold-open browser
checks require the full latest reply above the composer. A
resize-observer regression failed before the fix and now passes.
Controlled delayed inline images prove both pinned following and a
stable reading anchor on desktop/mobile.

The first performance fixture lacked valid native event envelopes and
caused missing-log fallbacks. It is excluded from latency claims. The
final fixture uses saved native assistant events and conversation
session generations. The live test uses a temporary fixture-agent key,
attributes the reply to an existing synthetic run, and revokes the key.
It starts no model or agent process.

Local database attempts failed during a Docker shutdown. The retained
disposable database was restored and its suite passed. Early fixture
errors included a missing conversation identity field and session
generation. Mobile test setup also selected an offscreen sidebar link
and reused queued human input. Optional announcements could intercept
input; the fixture now dismisses them before the journeys. The scroll
observer now waits for the delivered wheel event and settled animation
frames, including when the viewport is already at the top. A
concurrently running live test briefly changed another probe’s row
count; the final acceptance and timing runs were sequential on separate
fixtures. The final rig uses the visible mobile navigation and a saved
agent reply. Anchor observation waits for the user's scroll to settle
before measuring the effect of live updates.

The full local `pnpm test:run` attempt hit repeated embedded PostgreSQL
initialization failures and failures in untouched native-session
executor suites; it was stopped after the repeated environment failures.
The targeted real-PostgreSQL suite passed, and final-head CI is required
before handoff. The first CI run also caught an exact mock expectation
missing the added company scope; the expectation is updated and its
179-test suite passes. The final-head first CI attempt also stalled an
assigned child task in the existing plan-approval scenario, then hit a
heartbeat-run row lock timeout during fixture cleanup. The failed shard
and aggregate check passed on an unchanged rerun of the same commit.
Scenario assertions and timeouts were unchanged. The failure and rerun
are retained in [CI run
41116120430](https://github.com/paperclipai/paperclip/actions/runs/41116120430).

## Risks

- Historical transcript diagnostics no longer load on a cold chat open.
Saved messages and conversation events remain available; diagnostic run
views keep their full records.
- Cursor paging must not omit comments with equal timestamps. Database
tests cover timestamp/UUID ordering and the complete set.
- Prepended or late content can move the reader. Browser checks cover
retained row identity, viewport offsets, mounted drafts, and Back.
Previously loaded pages stay in the query cache for its existing
lifetime.
- Local synthetic evidence does not establish deployed staging latency.
This PR does not merge or deploy the change.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, and code
execution. The exact backend deployment ID and context window 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 tests locally and they pass (affected checks; limits
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>
2026-10-30 15:12:24 -05:00
Nicky LeachandPaperclip 35ab90ad0f Map runtime activity to authorized task plugin panels (#18131)
## Thinking Path

> - Paperclip manages agents and tasks.
> - Plugins contribute views to the task sidebar.
> - A ready view can belong to an earlier task.
> - Runner records activity under its authenticated run.
> - This PR maps that activity to installed task-panel declarations.
> - The sidebar checks readiness after current-run use and restores use
after reconnect.

## Linked Issues or Issue Description

Builds on merged contract #18129 and Runner publisher #18050. This PR
targets
master and is ready for review. Earlier combined verification is
retained in
[the verification
archive](https://github.com/paperclipai/paperclip/pull/18050#issuecomment-6489369676).

**Subsystem affected**

Run-event reads, plugin task contributions and the task sidebar.

**Problem or motivation**

Readiness polling can show a view left ready by another task. Reload and
reconnect must recover current-run use without losing concurrent live
activity.

**Proposed solution**

Map recorded activity to installed task-panel declarations. Merge
authorized
history and live activity, then perform bounded readiness checks for the
running agent. Preserve the existing read-only view.

## What Changed

- Add optional `{ namespace, activityKey }` activation mappings to
task-panel
declarations. Legacy declarations remain valid but contribute no task
panel.
- Add `view=plugin-panels` to the existing run-events route. Preserve
run-read and
telemetry-read authorization, secret redaction and private-run denial.
Map
activity to installed contributions and return at most 128 panel
identities.
- Scope activation caches to current panel versions and activity
declarations.
Preserve unchanged panels during unrelated plugin updates and history
reads.
- Merge history and live hints without losing concurrent activations.
Filter by
  company, task, run and agent. Restore history on mount and reconnect.
- Replace periodic availability checks with up to three readiness
attempts after
activity. Fresh activity restarts settled transient failures. Pending
checks,
  successful readiness and HTTP 4xx failures are left alone.
- Reuse live run updates with the panel cache key. Recover only panel
history
after a pending subscription read. Mark expected not-ready query results
so
  the global error reporter skips them; real failures remain reportable.
- Preserve current-run dismissal and the read-only plugin view. Update
manifest
  comments and producer/consumer documentation.

## Verification

- Current head: `5e04d757c`, based on master `09c05c550`. Range
comparison
confirmed all six feature commits were unchanged by the rebase. The
final
follow-up keys readiness by the plugin installation ID and availability
path.
- `cd ui && node ../node_modules/vitest/vitest.mjs run
src/hooks/useTaskPluginPanels.test.tsx`
— all 45 cases passed. `cd ui && node ../node_modules/typescript/bin/tsc
-b` passed.
- The shared query-client and live-update recovery selection passed 96
cases on
  `49c544cd2`. Token gates passed before the final hook-only changes.
- Earlier focused verification passed 57 manifest cases, 69
database/history cases,
event-registry cases and route authorization cases, including
private-run denial.
- Regression coverage includes subscription/history races, task changes
during
recovery, unfocused run completion, bounded readiness retries, denied
reads,
expected not-ready responses, changed activity mappings, unchanged panel
preservation, old cache scopes, and same-version route or installation
changes.
- [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/40942001707)
passed: 54 successful checks, two skips, no failures or pending checks.
- [Standard and final
review](https://github.com/paperclipai/paperclip/pull/18131#issuecomment-6489842168)
both scored 5/5 on `5e04d757c`. The final review used the Apex tier,
added no
comments, and left no unresolved findings. The PR is conflict-free and
ready for review.
- Local checks stay targeted. GitHub CI provides the broad build, test,
typecheck,
browser and Runner coverage. No deployment or live-provider acceptance
is claimed.

<details>
<summary>Retained failures and recovery evidence</summary>

- `ac9329548` twice failed a browser reload assertion while conversation
history
was concealed. Master fixed its readiness wait in #17923. The approve
journey
then passed locally on `fea63a418` with installed Chrome (1 passed, 39
seconds).
All eight browser shards passed in later CI. The browser test is outside
this diff.
- A canary checkout failed with Git HTTP 408; its unchanged-head retry
passed.
- `de07d09fa` failed the mobile Cases card click after a ten-second
stability wait.
The same read-only journey passed locally on that exact head (1 passed,
26 seconds).
Its unchanged-head CI retry passed 22 cases, with one skip. The original
artifact
  is retained; the cause of that click timeout is not established.
- [CI on
`49c544cd2`](https://github.com/paperclipai/paperclip/actions/runs/40903679075)
passed 54 checks with two skips. CI also passed on `de07d09fa` after the
recorded retry.
- The `1e59ab441` merge checkout passed all browser and server suites.
Runner
shard 2 passed 2,252 cases and timed out waiting for a
controller-recovery command.
The test had landed on master in #18161 after the former branch base.
Rebasing
aligned the local checkout with that code; Runner shard 2 then passed on
`fcf7380d3`.
The original timeout cause remains unproven; no unrelated timeout was
changed.
- [CI on
`fcf7380d3`](https://github.com/paperclipai/paperclip/actions/runs/40940235193)
recorded runner shutdown signals in typecheck and a workspace shard. A
chat
recovery test observed a null wake deadline, and one Runner transport
fixture
failed during close. Those separate assertion failures remain
unexplained.
All of those jobs passed on the final readiness-key head. Those later
passes
establish recovery; they do not prove the cause of the earlier assertion
failures.
- Local browser setup first stopped at pnpm version-download
verification, then a
sandbox IPC restriction, then a missing bundled browser. Installed pnpm
9.15.4
  and Chrome completed the journeys. No dependency files were changed.
- Earlier optional-property TypeScript errors were corrected. Embedded
PostgreSQL
needed its install hook run from its package directory. Older CI also
recorded
fixture-cleanup lock timeouts, attention-fixture timeouts, and canceled
server
shards after runner shutdown. The parent fixed its FIFO snapshot-copy
failure
before merge. The linked verification archive retains earlier combined
evidence.

</details>

## Risks

Activity is a hint and grants no access. Missing plugins, denied reads
and
unavailable views contribute no panel. Older runs without activity
records show
no task plugin tab. A used view stays available for the running task;
reconnect
reconciles readiness. Matching producer and consumer builds are
required. No
migration, dependency, image publication or deployment is included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools and code
execution.
The exact serving snapshot 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 (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 13:56:48 -07:00
scotttongandPaperclip 71f0c0c99e feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People coordinate work through conversations, tasks, and requests
for input.
> - These surfaces must share task state and preserve the context of
each decision.
> - The existing workspace makes people switch surfaces to follow that
context.
> - This pull request adds an optional Coordinator workspace with linked
conversations, tasks, documents, and decisions.
> - Each person can enable it in Settings > Experimental and return to
the classic workspace.
> - The benefit is a coherent path from a request to an assigned task
and reviewed work.

## Linked Issues or Issue Description

**Subsystem affected**
UI, server, shared contracts, and database.

**Problem or motivation**
People need a consistent way to start tasks from agent conversations,
answer questions, review work, and return to the source context.
Decisions and task state must agree across these surfaces.

**Proposed solution**
Add a personal, default-off workspace experiment. Keep one conversation
per agent. Add task proposals, compact task and decision cards,
contextual document panels, and a Needs You queue with search, filters,
sorting, grouping, and history.

**Alternatives considered**
Replacing the classic workspace for everyone would remove the opt-out
path. Keeping separate decision state in each surface would create
conflicting answers. This change uses the existing canonical task and
interaction records instead.

**Roadmap alignment**
This supports the existing agent chat, task management, and human review
capabilities. It is an experimental presentation choice. The user
requested this isolated implementation after design review. No Discord
discussion is claimed.

## What Changed

- Add per-person workspace preferences, a default-off setting, and an
additive migration.
- Add Coordinator navigation, pinned destinations, task lists, agent
switching, and contextual panels.
- Link task suggestions and creation to the source conversation. Default
new task ownership to the current agent unless the user specifies
another owner.
- Share pending questions, decision receipts, exact review targets, and
history across tasks, chat, and Needs You.
- Preserve task access, assignment authorization, revision binding, and
required output review gates.
- Add compact document links, relative timestamps, composer controls,
and reduced-motion support for task and decision transitions.
- Add component stories, regression coverage, and capability-map
documentation.

## Verification

- Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on
master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29,
2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional
skips, no pending or failed checks**. [Current CI
run](https://github.com/paperclipai/paperclip/actions/runs/40790639688)
passed without a rerun on this head.
- Fresh Greptile **5/5**, zero new comments and zero open review
threads; Superagent passed with no suspicious changes.
[Checks](https://github.com/paperclipai/paperclip/pull/17983/checks).
- Local workspace typecheck/build passed after the latest rebase. The
final account-read patch passed UI typecheck/build and all 12 related
preference/settings tests, including a delayed real-client request
across account changes. Earlier scoped checks cover review
deduplication/replay, decision deep links, cross-surface state, access
boundaries, and migration replay.
- Local database/browser rechecks after the latest rebase were limited
by exhausted macOS shared-memory IDs: `initdb` failed before database
creation. The local run passed 31 UI/snapshot tests and skipped 24
database tests; those skips and the blocked local browser start are not
claimed as passes. The independent Linux CI database and browser checks
passed. No running dev database or host setting was changed.
- Upstream migration 0403 is preserved. Preferences and durable review
retry aliases are generated as replay-safe migrations
`0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest
snapshots are retained. Every detected conflict was rebased and pushed
before waiting for CI/review, as requested.
- The PR is unmerged. The active master ruleset still requires
code-owner approval for the changed Paperclip skill; no approval or rule
change was performed.

<details>
<summary>Earlier verification failures, integration history, and
evidence</summary>

These entries preserve prior checkpoints and failures; the current
acceptance result is above.

- Focused UI and server checks from the isolated build are recorded in
the implementation plan.
- Browser checks covered the opt-in shell, navigation, task/document
links, and decision card states. No new live provider trial is claimed
for this handoff.
- Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`,
rebased onto master `8bc051245` immediately after its GitHub
review-repair migration took 0403. Preferences are generated as
idempotent `0404_tense_silver_sable.sql`, preserving upstream
SQL/journal/snapshot history and five newest snapshots. GitHub reports
MERGEABLE after the immediate lease-protected push. Scott's updated
instruction is to rebase and push every conflict resolution first,
without waiting for CI or Greptile; verification follows the push.
- The final reviewed feature tree was consolidated for repeatable
single-commit rebases. The complete previous commit history remains
reachable through local recovery ref
`codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot
`0e1bbdf4e`). The actual rebase completed, and its tree hash exactly
matches that resolved snapshot. The force-with-lease required the known
remote head `0e6ef7c44`, protecting against concurrent branch changes.
No PR merge or permission/runner setting change occurred. Fresh
CI/review are in progress for the current head.
- `2001132fa` received Greptile 5/5 with one nonblocking account-switch
read finding. Current head detaches path-coalesced preference GETs and
disables HTTP caching, retaining React Query's account-scoped sharing. A
delayed real-client GET regression proves account B can load its saved
choice before account A responds, and A's late response only updates A's
cache. Preference/settings tests 12/12 and UI typecheck passed; its
review thread is resolved. Fresh current-head CI/reviews are pending.
The prior CI chat shard 3 ended with “The operation was canceled” and no
assertion failure ([job
123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631),
`/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed
to that cancellation.
- `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass. All browser tests including the repaired YAML shard
passed, and 54 checks passed. General server shard 9 ended with “The
operation was canceled” and no failed assertion; its test step was
marked cancelled (job
[123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893),
log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was
started after the workflow completed, but master moved while it ran. A
local nested-clone check timed out in its 30-second database-startup
hook and then failed cleanup before the 20 database cases ran; this is
retained as a local verification limit
(`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or
proof of the CI cancellation cause.
- Following Scott's instruction, the new conflict was rebased and pushed
immediately without waiting for that rerun. Upstream's
`0403_natural_cerise.sql` is preserved; regenerated preferences and
retry-alias migrations are `0404_tense_silver_sable.sql` and
`0405_harsh_avengers.sql`, replay-safe with five newest snapshots
retained. The YAML helper conflict combines upstream's click and header
behavior with the editor-selection guard and injected regression.
Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase
work. Current head is MERGEABLE. Full workspace typecheck/build passed;
UI and snapshot checks passed 31 tests, but 24 database tests were
skipped by the local support probe, and the local browser server could
not initialize PostgreSQL. A direct disposable `initdb` diagnostic
established the host limitation: `could not create shared memory
segment: No space left on device` (`shmget`, shared-memory IDs
exhausted, not disk space). No dev database or host setting was changed.
Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`,
`/tmp/pr17983-2001132-db-probe.log`; checks:
`/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`,
`/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`.
These local skipped/blocked checks are not claimed as passes; fresh CI
on independent runners is in progress.
- `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass, but [E2E shard
7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925)
failed parsing an Advanced YAML clipboard read beginning with “Skip to
Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`.
Current head hardens the test helper to verify editor focus and
selection, clear stale clipboard content, and require the YAML header at
the start of a fresh copy before parsing. Saved-state assertions and
timeouts are unchanged. All six Advanced YAML browser journeys passed on
a disposable local instance (41.0s); the exact lost-response journey
also passed with a one-time injected surrounding-page copy, verifying
rejection/reacquisition (17.6s). The precise browser focus/clipboard
timing in CI remains unproven; the observed invalid-read path is now
guarded and deterministically exercised. Logs:
`/tmp/pr17983-yaml-clipboard-scope-browser.log`,
`/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head
CI and reviews are pending.
- `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking
deep-link finding. Current head preserves attention links using
`?decisionId=`: the requested pending decision is rendered even beyond
the first 40 cards, focused and scrolled into view, then only that
parameter is consumed so later refreshes do not refocus. Other URL
parameters remain. Needs You tests 10/10 and UI typecheck passed; its
review thread is resolved. The preceding post-rebase regression run
passed 45/45 tests. Fresh current-head CI/reviews are pending.
- `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and
Superagent pass. While 32 checks had passed, master moved and caused a
documentation conflict in `maps/feature-map/onboarding.md`. Rebased
immediately, preserving both onboarding paragraphs. The complete
four-commit branch was pushed as `19e6dcb0b` before waiting on
CI/review, per Scott's instruction. A transient Git index lock
interrupted the first continue; the command sequence briefly pushed
intermediate `34e298c07`, then the completed rebase was immediately
pushed. All feature and security/retry fixes are present; local recovery
ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase
history. The only tree differences from that ref are upstream's two
smoke-test files and the combined documentation paragraph. GitHub
reports MERGEABLE. Fresh current-head verification is in progress;
prior-head review results are not current acceptance.
- `21efa3120` passed Superagent but Greptile scored 4/5 for a valid
retry-key persistence bug: an acknowledged duplicate key could reopen a
resolved review. Current head adds an additive, replay-safe
`0404_light_swarm.sql` migration for indexed, task-scoped aliases from
acknowledged retry keys to the canonical interaction. Alias registration
and retry lookup occur under the existing task lock; payload/actor
mismatch still conflicts, and each canonical review permits at most 100
aliases. Original and acknowledged keys replay the terminal result
rather than creating a new gate. Five newest migration snapshots are
retained. Service/routes tests 165/165 passed; final quality review plus
migration replay/snapshot checks 25/25 passed; server typecheck passed.
The P1 thread is resolved in code; fresh current-head reviews and CI are
pending.
- `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile
findings, but Superagent check
[123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812)
correctly flagged unbounded pending quality-card creation. Current head
fixes that under the existing task-row lock: equivalent requests with
fresh idempotency keys reuse the pending card; conflicting requests for
an unresolved deliverable return the existing interaction ID; pending
cards are capped at ten per task across all reviewers. Distinct outputs
remain independent, and already-answered items in a partially pending
batch can receive a fresh review. Added real-database concurrency,
cross-card duplicate, partial-answer, and hard-cap regressions. Quality
review 22/22 tests and final server typecheck passed; earlier
service/routes 163/163 tests passed before the final partial-answer
refinement. One added assertion initially expected a service HTTP error,
but duplicate keys are rejected earlier by the existing shared schema;
the assertion now verifies that validation. Fresh current-head
CI/reviews are pending; the action-required security result is not
treated as passed.
- `c9c575e5f` completed all 56 checks successfully with four conditional
skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are
fixed in the current head: independently bound quality approvals now
each remain visible in attention; changing/clearing URL-backed
assignee/status filters updates the URL and survives task navigation.
Both review threads are resolved. Regression evidence: attention service
34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server
typechecks and the full workspace build passed on `69c2c7543`. The first
new UI test run caught an assertion racing React Router's transition;
waiting for the navigation before asserting passes without weakening the
navigation/remount checks. These older-head green checks are not claimed
for the new fix commit.
- Preceding `0e6ef7c44` completed all 56 checks successfully with four
conditional skips, fresh Greptile 5/5 and no open findings, and passed
Superagent. A fifth migration-metadata collision arrived before the
final Runner job finished. Those green results are preserved as
prior-head evidence, not current acceptance.
- Previous fully verified migration head:
`0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master
`f8226b051` after the fourth migration-number collision. Master added
terminal GitHub-response migration 0401 while the final native check
ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and
preferences are generated as idempotent `0402_yielding_blink.sql` on
top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE
after the push. All 1,155 relevant
migration/review/interaction/native-execution/remote-assets tests,
workspace typecheck/build, migration guards and whitespace checks pass.
Fresh exact-head CI/Greptile/Superagent are pending.
- Immediately preceding head `36c67cf03` completed all 56 checks
successfully with four conditional skips, fresh Greptile 5/5 and no open
findings, plus passed Superagent security. No retry was needed for that
head's CI. Master advanced and introduced only a migration-metadata
conflict while its final native check ran, so that green result does not
establish acceptance of the current integration. Four consecutive
collisions (0398, 0399, 0400, 0401) during verification are retained as
concrete integration churn; a brief pause of competing migration merges
was requested, without assuming it happened or changing any repo
setting. The PR has not been merged.
- Prior fully verified head: `36c67cf03`, on the clean `30059c0ed`
integration of master `efd65c112`. The last Greptile P2 is fixed: Needs
attention retains the participant-agent scope through authoritative
server membership queries for each pending task, including historical
participation when another agent currently owns the task. It does not
approximate participation with current assignment or enumerate every
company task. The actual view-switch regression and all 31 focused
task/routing/collection tests, UI typecheck/build, token gates and
whitespace checks pass. Greptile completed a fresh 5/5 review on this
exact head (review 19) with zero new comments and no open review
threads. CI and Superagent remain in progress; no current-head CI
failure has been reported.
- Head `30059c0ed` received Greptile 5/5 with that one nonblocking
participant finding, now fixed. Superagent passed that head.
Current-base integration restored the ephemeral RunsOn fleet after a
superseded workflow retained queued aggregate jobs: normal cancellation
was insufficient; the single force-cancel request was interrupted but
readback confirmed that obsolete run cancelled and current CI began on
the trusted fleet. No cancellation retry or runner/security/workflow
changes were made. Its partial CI was superseded by the necessary
participant fix and is not current acceptance.
- Previous compatibility/base-sync head:
`30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master
`efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports
MERGEABLE after the push. Coordinator keeps Inbox standalone under More
without rewriting the instance's Combined Inbox preference; opting out
restores that preference. Saved merged-Inbox URLs resolve to their
original owner, task status presets remain usable, and canonical
repeated `workspace` parameters retain scoped, deduplicated pagination
(including Needs attention). All 192 broader
routing/Inbox/sidebar/privacy/review tests and the final 16 task-page
tests pass, as do workspace typecheck/build, token gates and whitespace
checks. The two review threads are resolved. Fresh exact-head CI,
Greptile and Superagent results are pending.
- The preceding `d5b9be5bd` remained mergeable but its CI routing gate
intentionally fell back to GitHub-hosted runners: “stacked base merge
commit does not contain the current base branch.” All 45 downstream jobs
stayed queued. Current master was merged cleanly to refresh the pinned
base; no runner/security settings or workflow logic were changed.
Greptile scored that preceding head 4/5 with the two compatibility
findings fixed here. Its automatic Superagent scan was inconclusive at
checkout; the documented retry was still pending when superseded. Those
results do not establish acceptance of this current head.
- Previous approval/migration head:
`d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master
`ba5bba86d` and the stale-output approval correction. GitHub reports
MERGEABLE after the push. The fresh P1 finding is fixed: every submitted
item now validates and locks its bound output inside the resolution
transaction, whether or not it carries a required-quality-review
binding. Real database regressions verify that an advanced document
revision or deleted attachment refuses the entire batch without
recording approvals, and current ordinary output reviews still resolve.
All 272 combined migration/review/interaction tests pass; workspace
typecheck/build passed. Fresh exact-head Greptile and CI are pending.
The automatic Superagent scan ended inconclusive at checkout; one
documented on-demand retry is pending. These are explicit verification
limits, not passed security results. The P1 thread is resolved.
- Master consumed the next migration slot three times during this
verification pass: confirmation recovery took 0398, continuation
recovery took 0399, and GitHub acknowledgement recovery took 0400. Each
upstream SQL/journal/snapshot is preserved unchanged. Preferences are
now generated as idempotent `0401_white_lenny_balinger.sql` from
upstream 0400; exactly five snapshots remain, and replay coverage
locates this migration by table content. This is recorded concurrent
integration churn, not a claim that older green results apply to the
latest base.
- Head `ed3b68da9` fixed the two history/URL findings with 26 focused
regression tests, server/UI typechecks, workspace build and token gates
passing. Greptile then scored that head 4/5 with the stale-output P1
corrected in the current head. Its partial CI is superseded, not counted
as current acceptance.
- Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge
of master `063cfd438`. The two fresh Greptile findings are fixed:
history outcome filters now match recorded per-item verdicts in SQL
before pagination (mixed reviews remain in both applicable outcomes),
and same-page URL assignee changes/back/forward navigation update that
filter without clearing independent filters. All 26 focused
database/navigation/collection tests, server/UI typechecks, workspace
build, token gates and whitespace checks pass. The two review threads
are resolved. Fresh exact-head CI, Greptile and Superagent results are
pending.
- The `8458d39d9` migration integration also passed all 328 targeted
migration/interaction/confirmation tests, workspace typecheck/build and
Superagent security scan. Greptile scored that head 4/5 with the two
functional gaps fixed in the current head; those prior-head checks are
not current acceptance.
- Migration integration head:
`8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master
`063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE
after the push. Master advanced twice during this conflict-resolution
pass: first its confirmation-recovery migration took 0398, then its
continuation-recovery migration took 0399. Both upstream migrations and
journal entries remain unchanged; Coordinator preferences are now
generated as idempotent `0400_sad_guardian.sql` from upstream's latest
snapshot. Exactly the five newest snapshots remain. The replay
regression now locates the table migration by content instead of
hardcoding a renumbered filename.
- All 328 targeted question/review/confirmation/migration tests passed
again after the second merge. Workspace typecheck/build and fresh
exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed
workspace typecheck/build and Superagent security scan, but was
superseded because master consumed migration 0399 while those checks
ran. That prior-head result is not acceptance of the current head. No
production settings or runner/security permissions were changed, and the
PR has not been merged.
- Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`,
integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub
reports MERGEABLE after the push. The renewed conflicts were
`0398_snapshot.json`, `_journal.json`, and the top imports in
`issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery
index and journal history are preserved unchanged; Coordinator
preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with
replay coverage updated and exactly the five newest snapshots retained.
Both terminal confirmation notifications and Coordinator task
assignment/required review behavior are preserved.
- All 328 targeted interaction/review/confirmation/migration tests pass,
as do workspace typecheck, map validation and whitespace checks. The
workspace build and fresh exact-head CI/Greptile/Superagent checks are
pending. The first migration-generation attempt hit the sandbox's local
IPC restriction before generating files; the unchanged authorized local
generation completed successfully. Prior-head green checks below do not
establish acceptance of this merge.
- Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`,
with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE.
Greptile completed a fresh 5/5 review on this exact head with zero new
actionable findings and no open review threads. The [fresh CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319)
completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E
shards. Final completed check set: 55 succeeded, four conditional checks
skipped, zero pending/queued/running checks, and one
neutral/inconclusive Superagent scan. The auxiliary commitperclip review
and isolated native Runner compilation/cache-reuse check both passed.
This is not a claim that Superagent produced a passed security verdict.
GitHub still reports MERGEABLE against current master
`60b8089a44b4eaa37e627adbfdf2f130bda13335`.
- Current-head E2E: all eight shards and the aggregate passed, including
the previously failing YAML browser journey. Serialized server shard 9/9
failed: the protected YAML projection test exceeded its original
15-second timeout; its late update request then reached the next test's
reset mock (the captured payload is the prior test's model/label
update). All 88 tests in that exact unchanged file passed locally in
38.03 seconds, with no timeout or assertion changes. The original
slow-request cause remains unproven. CI failure log:
`/tmp/pr17983-8b7-serialized9.log`; local recovery:
`/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged
shard rerun passed, and the workflow completed SUCCESS. Rerun log:
`/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is
retained; a passing retry does not establish its original slow-request
cause.
- Greptile scored preceding head `4873704be` 5/5 with one valid P2:
opened task decision records missed company-scoped live invalidation.
The current head uses the existing company decision prefix for
resolution and effect-completion events, and resets private record
payloads on access changes. Its thread is resolved. All 107 focused
record/live-update tests, UI typecheck/build, token checks and
whitespace checks pass.
- CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML
lost-creation-response journey: its clipboard helper selected page text
starting with “Skip to Main Content” instead of YAML. The exact
unchanged journey passed in a disposable local browser instance (1 test,
17.1 seconds). No assertion, timeout or production behavior was
weakened; the original failure cause remains unproven. Failure log:
`/tmp/pr17983-487-e2e7.log`; local check:
`/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML
browser suite also passed locally (6 tests, 37.8 seconds). Fresh
current-head CI subsequently passed this journey and all other E2E
shards.
- Both the automatic and one supported on-demand Superagent scan on
`4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base
checkout failed or timed out.” These do not count as a passed security
verdict. The current head's automatic scan and one documented on-demand
retry also returned the identical neutral checkout failure, with zero
annotations or further diagnostics. This is an external scanner blocker,
not a passed security verdict. No security settings or permissions were
changed.
- Recorded decision links now render and focus the full source-task
record in both Classic and Coordinator, including recorded choice,
submitted inputs, and the existing effect-result resolver. Fresh
terminal records take precedence over older open-decision cache entries.
Context and account checks keep mismatched or inaccessible records out
of the DOM; no decision-history tab was added to tasks or chat. The
shared company live-run feed now drives live-only filtering, including
ended runs and terminal tasks with stale run entries. All 213 focused
tests, UI typecheck/build, token and whitespace checks pass; the final
focus follow-up passed all 188 task-detail tests and UI typecheck. The
first new navigation test failed because its test host omitted company
context; the host was corrected before the passing run.
- Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1`
merges master `1aa3a21ac` after four additional upstream commits. The
sole conflict was competing imports in `server/src/services/issues.ts`;
both quality-review policy and inbound wake-notice notifications are
preserved. The PR-specific review import now sits beside
execution-policy imports instead of the frequently changing first line.
GitHub mergeability is rechecked after the push.
- On the combined master tree, workspace typecheck/build, all 153
affected UI tests, map validation, and whitespace checks pass. Four
server suites passed 77 tests; the fifth suite's module-import hook
timed out while broad verification was running. Its unchanged isolated
run passed all 41 tests in 7.2 seconds with the original timeout. This
records recovery without claiming the original import-timeout cause is
proven. CI on `375c5e895` passed every substantive job, including all
eight E2E shards and Superagent; Greptile found the two functional gaps
fixed in the current head. A short-lived `669d90876` commit added the
main fixes before the focused navigation follow-up.
- Immediately preceding head `9d9737b49` completed all 56 checks
successfully with four conditional skips, Greptile 5/5 and no open
findings, plus a successful Superagent scan. The signoff E2E shard
passed on its single accepted rerun; its initial cancellation/timing
failure is retained below. Master moved again while those checks ran,
requiring this final integration rather than treating the prior head's
green result as current acceptance.
- Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes
master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was
subsequently conflicted by moving master. The master merge preserved
durable account-bound writes and Coordinator UX. Workspace
typecheck/build, 416 focused UI tests, and 142 affected comment-route
tests passed. A stable full UI run on preceding head `938ad1665` passed
all 9,833 tests across 836 files; its final full workspace build also
passed.
- Greptile found nested proposal project inheritance and Classic
bound-revision links on `91be74952`. Both were fixed with 142
interaction-route tests, 113 focused UI tests, and UI/server typechecks.
Its next review identified a valid draft-preservation bug in the new
Classic loading UI. Head `9d9737b49` keeps loading/error notices outside
editors and annotations while preserving dirty drafts; 115 focused
review UI tests pass, including pending/failed revision loads and
continued draft editing. All related threads are resolved. Greptile
completed a fresh 5/5 review of
`9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings.
- CI on `938ad1665` exposed an integration regression with the newly
merged durable startup saves: the personal preference gate blocked the
task page before its first session lookup. The guarded title editor now
mounts while that lookup is pending, with presentation-specific tools
still gated. All 216 affected component tests pass. The unchanged
five-test `disconnect-write-recovery.spec.ts` browser suite passes
against a newly launched disposable local-trusted PostgreSQL instance on
port 33219, including the exact failed startup-save journey. No live
provider, hosted authentication or production proof is claimed. The
helper-owned test server exited and the port has no listener. UI
typecheck, built-browser assets, token and whitespace checks pass.
- Initial durable-write merge tests found duplicate imports and unscoped
draft fixtures, fixed before 416 focused tests passed. A sandbox
typecheck could not create its IPC socket; the supported rerun passed.
The first revision-link test used a wrong Return to latest button
assertion, corrected before the 113-test pass. The startup E2E
reproduction initially still failed because an outer shell gate also
blocked the page; the subsequent fix passed all five cases without
changing the test or its timeouts. A focused loading-header assertion
initially used an incorrect fixture title; correcting it preceded the
216-test pass. These failures remain recorded.
- Earlier routing gates fell back to GitHub-hosted runners while master
was moving or conflicted. Superseded queued runs were cancelled, then
the `938ad1665` routing gate explicitly selected the ephemeral RunsOn
fleet. Its CI actively executed and completed most tests; only the
diagnosed startup E2E shard and aggregate failed, alongside the valid
Greptile finding. Auxiliary GitHub-hosted workflows also completed
successfully on earlier heads, so queueing alone is not an
administrative blocker. Fresh [CI on
`9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678)
is the acceptance target; the previously failing startup E2E shard now
passes. A different signoff E2E shard failed during executor
resubmission when its fixture run was cancelled as
`issue_continuation_waiting_on_review`. The exact unchanged journey
passed locally (1 test, 46 seconds), and the preceding head with
identical server/signoff code passed that CI shard. This supports a
bounded rerun but does not establish the timing failure's root cause.
After the workflow finished, GitHub accepted one rerun of that failed
shard and its dependent aggregate; both passed, completing all checks on
that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log`
and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No
assertion or timeout was weakened.
- On the first merge, full workspace typecheck/build, all 9,622 UI
tests, 267 tests across seven affected server suites, two migration
checks, map validation, token gates, and the PR diff whitespace check
passed. Greptile then found duplicate local task-search filtering and
lost completed item-review detail. Both are fixed, with 42 passing
focused UI tests and passing UI typecheck/build.
- A subsequent Greptile review found attachment confirmations without
working links and mobile history without a visible host. Confirmation
layouts now derive the authenticated immutable-content endpoint from the
attachment ID, and Needs You uses the existing full-screen mobile sheet.
All 119 focused tests pass, including missing/stale display URLs, both
review layouts, and both mobile history entry buttons. UI
typecheck/build and token checks pass. Full workspace typecheck/build
also pass after the second master merge.
- Greptile gave head 22f69c304 a 5/5 score with one non-blocking
desktop-history reopening finding. Head 6dd52b6d3 fixed it, passed all
nine history tests, UI typecheck/build, token gates, and the full
9,679-test UI suite, then received a fresh 5/5 review with zero open
findings. These are prior-head results; review on the master-sync commit
is pending.
- The chat and workspace CI jobs on head 22f69c304 were interrupted by
runner shutdown signals and cancellation before completing their tests.
Their logs do not report failing assertions. Those interrupted jobs are
not claimed as passes. The new head starts fresh runs.
- The first merge CI had a Slack session-sync idle assertion fail after
an unexpected database read. Its exact isolated reproduction passes, and
the chat CI shard passed on head 618c5a2a3. The original failure's cause
remains undetermined. The broader local reproduction, run concurrently
with full verification, instead encountered 21 timeout failures across
its two test chunks; it is not claimed as a passing full local server
run. A concurrent local UI run had eight failures (seven timeouts and
one delayed autosave assertion). The complete UI run on the final head
passed all 9,679 tests across 830 files with two workers; no test
timeout or assertion was weakened. This establishes recovery without
claiming that every earlier timeout's cause has been proved. An earlier
intermediate UI run also overlapped the second master merge and failed
the newly added Advanced-sidebar expectation, so it is not treated as
stable-tree evidence. The newly merged UI dependencies initially
required refreshing the local install from the upstream package
manifest; the generated local lockfile update is not committed, per
repository policy.
- Superagent returned neutral/inconclusive scans on the preceding heads
because its pinned merge-base checkout failed or timed out. The
available retry endpoint returned 404. These are not successful security
verdicts. The fresh scan on `91be74952` passed (PR scan passed; no
suspicious PR changes detected). The `938ad1665` scan again returned
neutral/inconclusive with the same pinned merge-base checkout error; the
check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan
completed successfully at 18:22 UTC with no suspicious changes detected.
Earlier neutral scans are not counted as successful security verdicts.
- Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI
tests across 826 files, received Greptile 5/5 with no open findings, and
completed CI with 56 passes and four conditional skips. These are
historical results, not acceptance of the latest merge commit.
- The first full build found generated capability-contract drift. The
generated outputs were refreshed. Initial sandbox runs could not open
local IPC sockets; verification was rerun with local test access.
- Current master was merged. The workspace preference migration was
regenerated after the existing migration history.
- The UI run first found two outdated expectations: early custom-answer
validation and the document access error copy. Both were corrected, and
the full UI suite then passed.
- The local server run found three failures in unchanged tests. The Muse
test passes with Python 3.13 instead of the host's Python 3.9. The two
workspace tests pass when their test process uses the expected master
default branch. These environment settings do not change application
behavior or global machine settings. The unsharded server run was
stopped after those reproductions; CI supplies the full sharded server
result. No successful full local server run is claimed.
- Skill inventory generation needs an external eval checkout, which is
absent locally. The existing generator functions refreshed only the live
skill inventory and its derived files. The checked-in eval inventory was
preserved. The inventory validation gate passes.
- Greptile found a dropped MCP review requirement, missing per-item
output links, generic item-review summaries, and a history-refresh
failure. The fixes have 32 passing database-backed server tests and
focused rendered-card tests. A follow-up partial-review finding was
corrected by forwarding the canonical mutation status before settling
the card. Attachments open through the authenticated immutable-content
route in both card layouts. The final focused UI set has 117 passing
tests, including these regressions.
- Both browser shards that first failed expected a disabled-chat
message. The copy was restored, and those shards passed in CI on the
next commit. The two journeys also passed locally. One local attempt
first timed out before feature disable while waiting for the provider's
initial message; its isolated reproduction passed. That earlier timing
failure remains recorded and is not presented as an explained
infrastructure failure.
- Serialized server shard 9 first failed during pnpm setup with
ECONNRESET, before dependencies or tests ran. Its single rerun passed
setup and all tests. The build and production runtime boot passed on the
first attempt, but that run's public-install step timed out during Pi
setup. The single build-job rerun passed compilation, runtime boot, and
clean public-install verification. Those setup scripts are unchanged by
this PR. The successful retry establishes recovery; the earlier Pi
timeout's underlying cause remains undetermined. The aggregate CI gate
is green: [workflow
run](https://github.com/paperclipai/paperclip/actions/runs/40637789695).

</details>

## Risks

- This touches shared task, interaction, and completion paths.
Regression tests must cover classic and experimental behavior,
authorization, duplicate answers, and stale review targets.
- The additive preference table must migrate before the setting is used.
The setting defaults off.
- The experiment changes navigation and message presentation. Canonical
task and document records remain the source of truth.
- The initial task brief and saved plan can repeat information. This
change fixes chronology; a broader redundancy policy remains a design
decision.

## Model Used

OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests,
and browser verification. Earlier iterations used Codex models in this
task; their exact model IDs are not available in the current context.

## 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
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 17:20:01 -07:00
39279aa34f feat(ui): shared error, connectivity and query foundation for disconnects (#15754)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board reads API data and keeps the current task on screen.
> - A restart or temporary network failure can interrupt those reads.
> - Separate page error handlers can hide cached data or expose raw
server codes.
> - The app needs one connection state, readable error copy and a
consistent read policy.
> - This change provides that foundation and moves affected read
surfaces onto it.
> - The dependent write layer in #17960 preserves edits and submissions
across the same failures.

## Linked Issues or Issue Description

**What happened?**

Temporary API failures could replace loaded content with errors.
Different surfaces handled the same outage differently. Some showed raw
server codes. A successful query to an unrelated service could also
falsely report that Paperclip had recovered.

**Expected behavior**

Keep cached content visible. Show one connection banner during sustained
trouble. Confirm recovery through the Paperclip health probe or its
WebSocket. Retry transient reads and show readable errors for permanent
failures.

**Steps to reproduce**

1. Open a populated task or workspace page.
2. Interrupt API requests with a 503 or a dropped connection.
3. Keep an unrelated external request in flight.
4. Confirm that cached content remains and that the external result
cannot clear the outage.
5. Restore the API and check that reads refresh.

The write layer first merged into this feature branch in #15769 now has
its own dependent PR, #17960. This PR contains the shared foundation and
read changes. Merge this PR first.

## What Changed

- Classify API errors and provide readable error copy, including
non-JSON proxy responses and Retry-After handling.
- Use one connection store and health probe with bounded backoff.
Confirm recovery from the server health probe or live-updates WebSocket.
- Pause reads while disconnected, retry transient errors, and refresh
active reads after recovery.
- Keep cached data visible through shared query views and affected page,
panel and plugin read surfaces.
- Add one app-level connection banner and support the pending-write
count consumed by the dependent write layer.
- Add a query-error rendering guard. Call it directly from the existing
CI step. Update development documentation.

## Verification

- Historical-chat lookup now follows the same ready/stale roster state
as rendering. Three regressions fail before the fix; the six new cases
pass after it, including working Retry, fresh data, no-cache error,
permanent 403 and company isolation. All six focused query/recovery
suites pass 200 tests. Final-commit CI passes and Apex is 5/5 with no
unresolved findings. Canary Dry Run initially refused a preview version
that was already on npm. It passed after one rerun with fresh registry
metadata; no check was disabled.

- Integrated current master and retained both transcript interest
registration and connectivity reporting on socket open. The seven
focused recovery/query suites pass 288 tests, and UI typecheck and
production build pass. All 9,451 UI tests across 799 files pass on the
merge commit. Final-commit CI passes and Apex is 5/5 with no unresolved
findings.

- Current head `70d9335d732219352ef0f98414439766bbcb33df`: all hosted CI
checks pass. Apex is **5/5** on that head with no unresolved findings.
The branch has no merge conflict. GitHub still requires code-owner
approval.

- The foundation passes 9,430 UI tests in 804 files. After integrating
current master page paths, 190 focused page tests pass.
- Two unrelated-success regressions fail before the latest fix. With the
fix, 62 focused UI tests, all six guard tests and UI TypeScript pass.
- The composed foundation and write layer pass **9,505 UI tests in 808
files**, UI TypeScript, a production UI build, and query-error, token
and map guards.
- A real Chromium journey on the composed source injects a 503 during
title save. The loaded task stays visible; one reconnect banner appears;
the edit saves after recovery; another task stays unchanged; the saved
title survives reload.
- Full recursive local checks were not repeated because Runner
compilation exhausted local disk during another repair. Hosted checks
must pass before merge. No new staging deployment is claimed.

- Latest review follow-up: a cached CaseDetail now survives a failed
HTTP 429 refresh. Its page regression fails before the fix and passes
after it. Eighty focused foundation tests, UI TypeScript, build and
guards pass after that change.
- Earlier CI evidence is retained: several foundation jobs received a
runner shutdown signal together. The write-layer head also failed an
unchanged Runner descriptor close test with `provider_transport_failed`.
The same Runner source passed that suite in the foundation run. New CI
runs cover the updated heads; no check or assertion was weakened.

## Risks

- Shared retry defaults change the time before transient read errors
appear. Permanent errors still fail promptly.
- ApiError.message now contains readable copy. Callers that compare raw
codes must use ApiError.code.
- Cache success can come from another service or local data. It must not
confirm Paperclip recovery.
- Durable writes are reviewed separately in #17960. This PR does not
change database or mutation contracts.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original work
with tool use. OpenAI Codex, GPT-6 family, assisted with restoration,
integration, tests and review fixes. The Codex session does not expose
its exact serving 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <claude@users.noreply.github.com>
2026-10-27 21:22:07 -07:00
DottaandPaperclip 6cc765bd81 feat(live): deliver recoverable transcripts to interested views (#17456)
## Thinking Path

> - Paperclip should show live agent output without repeating
presentation work for every view.
> - Execution, acknowledgements and durable checkpoints must remain
independent of browser interest.
> - The server already owns authorization and redaction at delivery.
> - A shared browser connection can declare which visible runs need full
transcripts.
> - Catch-up must handle subscription races, disconnects, terminal
output and slow consumers.
> - This PR delivers the backend and UI contract together without a
database migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Visible transcript consumers receive recoverable output through one
shared browser connection.

**Current behavior**

Independent views can create duplicate connections, presentation work
and recurring history reads. A subscription race or filtered native
history can lose the saved tail.

**Proposed behavior**

Negotiate run interests, subscribe before catch-up and retain
independent canonical recovery cursors. Keep lightweight lifecycle and
attention events available without full transcript delivery.

PR 4 of #17097 → #17439 → #17455 → #17456. The runtime feature is
independent of hot-upgrade recovery; the stack order is for review
convenience.

## What Changed

- Add additive WebSocket capability negotiation, replacement interests,
revision acknowledgement and resynchronization notices.
- Reference-count visible consumer interests on one company-scoped
browser connection. Preserve older-client/server behavior.
- Reuse canonical structural/current-user/registered-secret redaction
for plugin run notifications through the same bounded delivery queue.
Keep producer and uninterested streams free of recipient lookups.
- Refresh application queries after the matching recovery
acknowledgement, including one follow-up after an older in-flight read.
Ordinary interest acknowledgements add no refresh.
- Keep authorization and redaction at delivery. Browser interest cannot
change harness execution, PRP ACKs, checkpoints, accounting or canonical
logs.
- Deduplicate by sequence and log identity. Catch up terminal output and
saved tails without recurring reads during healthy negotiated streaming.
- Bound delivery to 1,000 items and 1 MiB. Overflow requires
resynchronization; persistent congestion closes the connection.
- Preserve compact-history expansion from current master across
paginated catch-up. Snapshot the original read window before React can
defer its update.

## Verification

On current source `f6710f0b3c`, Linux [job
122604880503](https://github.com/paperclipai/paperclip/actions/runs/40624101891/job/122604880503)
executes all five run-read permission cases successfully (2.574
seconds), including grant and revocation on the same connection. Its
shard passes all 2,430 cases.

Current [server-shard job
122604880416](https://github.com/paperclipai/paperclip/actions/runs/40624101891/job/122604880416)
has 1,513 passes, one failure and three skips: an unchanged nested-clone
expiration/restore test exceeds its 15-second deadline. The preceding
`5efc6c48bf` source has identical non-document bytes; [its corresponding
job
122601359272](https://github.com/paperclipai/paperclip/actions/runs/40623017917/job/122601359272)
passes all 21 nested-clone cases, including that case in 9.505 seconds.
The exact timing cause is unproven. The single diagnostic [retry job
122609332597](https://github.com/paperclipai/paperclip/actions/runs/40624101891/job/122609332597)
passes all 21 nested-clone cases (61.316 seconds), including the
formerly timed-out case in 7.003 seconds, and all 1,514 shard cases
(three skips). The failure remains recorded; no timeout or assertion was
changed.

After the server squash merge and qualification retarget, all 50 focused
server cases and all 91 focused UI cases pass again, with both
typechecks and token gates. Runner vendor preparation rebuilds current
master inputs before those tests. This source needs fresh CI and
reviews; prior CI and browser receipts do not qualify it by inference.

Current candidate `f6710f0b3c` now targets master `6987c2f20b`, after
merged #17097, #17439 and #17455. Its diff contains only transcript
delivery and its documentation. It adds no database migration.
Retargeting changes only the evidence document; all production and test
code is byte-identical to `5efc6c48bf`.

On the eighth integration, all 50 focused server delivery cases and all
91 focused UI cases pass, with both typechecks and token gates. The
following 35-case receipt belongs to the earlier delivery correction.
Four low-queue authorization/decoration stall variants and the
late-rejection case fail before correction. They now verify the
five-second read deadline, old and negotiated clients, revisions that
cannot reset the deadline, unaffected sibling connections, rejected late
results, and timer cleanup. The first combined toast run has four
loopback EPERM failures and 31 passes; its permitted repeat passes all
35. Earlier 28-case evidence excluded the toast file.

The permission correction requires the current HTTP company-scope
transcript permission, plus task access, for both native events and
legacy logs. Prior Linux source `49a8783e9b`, job 122549913643, executes
all five run-read cases, including grant/revocation on the same
connection, successfully. That source placed this file in server shard
11; later shard assignments can differ and must be checked against their
actual inventories. The older `405bedd189` receipt retains a separate
scheduled-retry teardown race and inherited fixture collision; neither
is waived. The new head must pass again in Linux CI.

The seven extracted stream-recovery tests preserve their assertions. All
39 related legacy/native cases, UI typecheck and token gates pass after
restoring the initially missed fixture helper. Earlier full workspace
build/typecheck and Chrome journeys at `445a76563c` cover two views,
company switches, reconnect, terminal catch-up, reload and zero
recurring healthy transcript reads. Those browser receipts are
historical source evidence and do not qualify this new head by
inference. The [qualification
record](https://github.com/paperclipai/paperclip/blob/f6710f0b3c84c6fdb2021df67206261b446dfc97/doc/plans/2026-10-22-hot-upgrade-qualification.md)
retains exact earlier UI/history, source-boundary and cleanup failures
with their fixes and limits.

The workload-cost test preserves bounds and authorization callback
counts for zero interests, one viewer, multiple browsers and a slow
viewer. Its socket congestion is simulated. It measures neither SQL nor
network costs. Current permission checks and the final hosted
active-agent/viewer matrix remain unmeasured; no production savings are
claimed.

Fresh exact-head CI, legacy status, completed Greptile 5/5, resolved
feedback and ordinary merge eligibility remain required.

The earlier recipient corrections pass all 47
registry/plugin/delivery/WebSocket/toast cases and all 174 UI
provider/recovery/interest cases, both typechecks and token gates on
source `b202e59a25`. A real bus/host-service test registers a synthetic
run secret through the production registry and reproduces its raw
notification before the fix; native/legacy/final notifications now
redact it, disposal prevents late worker notification. A later P1 review
reproduces lost final notifications on settings-read and
secret-resolution failure. Both cases fail before correction. Any
delivery failure or subscription timeout now sends one content-free
stream error and removes the plugin subscription. It never changes the
agent execution or run status. Later events start no new redaction
reads. The final integrated six-file server lane passes all 50 cases,
with server typecheck and token gates. Existing browser delivery
behavior is unchanged. Storage and secret-provider seams are scripted.
Two real React Query/provider regressions first miss a run during
resync; both now refresh after the valid replacement ACK, including
pending-read and stale-scope cases. The prerequisite qualification batch
passes all 118 cases and E2E typecheck after master integration. Fresh
CI, security scan and reviews remain pending on this head.

The contribution-rule review correction removes 104 explanatory comments
introduced by this slice and keeps the ordering, deadline and
plugin-delivery explanations in the delivery document. Existing comments
and functional test/lint directives remain. All edited source files have
identical parsed non-comment tokens before and after the change. All 50
server delivery cases and all 91 cases in six affected UI suites pass,
along with token gates. The new head requires fresh CI, security and
review.

## Risks

A slow or disconnected viewer must resynchronize from authorized
canonical history. It may see a display gap until catch-up completes.
Company changes and revoked access must remove delivery interests. This
slice adds no database migration and cannot change execution or recovery
authority. Full transcript delivery evaluates current company-scope
permission per delivery. Active plugin recipients also perform canonical
redaction reads; viewer-load database costs on this final source remain
unmeasured.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools and code
execution. The runtime does not expose a more specific 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
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 22:23:30 -05:00
DottaandPaperclip 507dc70be2 fix(evals): bind hosted controller admission to the first attempt (#17523)
Bind hosted controller admission to the repository, GitHub run, first attempt, workflow revision and selected execution before credential reads or provider launch. Keep offline evidence replay independent of the current worker environment. Preserve the single-project boundary editor and refresh project-access data with agent-detail updates.

Verified head: 1e588f75fe.
Validation: 74 synthetic source/portable controller tests, 98 focused UI tests and token gates passed before the ancestry-only final sync; four hosted/portable regressions pass again with unchanged eval and UI repair trees. Final exact-head full CI passed (40387856225), and Greptile reviewed this head at 5/5 with zero unresolved findings. The optional secondary Paperclip Review is paused and not counted as completed. No paid work or schedule changes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-26 14:43:58 -05:00
Devin FoleyandPaperclip e335265568 fix(ui): stop idle task run polling with live updates (#17608)
Stop successful empty assigned-task run queries from polling only while the matching company and session connection is open. Preserve active, pending, failed, and disconnected cadence. Share one lifecycle refresh owner between the task and chat views, discover reviewer events without task identity, and refresh after older in-flight reads settle.

All 175 focused tests, 9,079 UI tests, build, typecheck, exact-head Greptile 5/5, and required CI pass. Regression mutations catch reviewer discovery, duplicate reads, readiness, failure state, missing refreshes, and scope cleanup. Earlier E2E cleanup deadlock and server cleanup timeout remain documented; failed-only reruns passed on their same commits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 07:54:47 -07:00
Devin FoleyandPaperclip 6aa711f6c6 fix(ui): avoid broad task refreshes after known run progress (#17602)
Use the existing live-status cache patch result to skip redundant task and history reads. Keep unknown-run discovery, lifecycle, activity, visibility, and reconnect recovery.

Verified with full build and typecheck, 9,047 UI tests, final context tests and counterfactual broad-refetch and missing-fallback failures, complete exact-head CI, and Greptile 5/5 Medium with no unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-25 06:04:09 -07:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
7b9334cd10 Draft: Build agent-ready design proposal system (#16875)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - People need consistent UI patterns to review and control that work.
> - The current board uses related layouts and controls with different
spacing, type, and behavior.
> - That drift makes it hard for a designer or an agent to build a new
page from a reliable reference.
> - Storybook can show the shared patterns and the states they need to
support.
> - This pull request adds design proposals, a local sandbox, and
reusable UI controls so people can compare the patterns in context.
> - The benefit is a clearer design system that agents can use to build
consistent UI.

## Linked Issues or Issue Description

**Subsystem affected**

`ui/` — React board UI and Storybook.

**Problem or motivation**

Board pages repeat visual and interaction decisions. Storybook did not
provide a complete reference for task views, conversation states,
typography, toolbars, tabs, and light/dark colors. People could not
compare a proposed pattern with the running board in one place.

**Proposed solution**

Add a staged Design Proposals catalog with foundations, components,
layouts, and page specimens. Add an opt-in sandbox. Reuse production
components where possible. Include synthetic conversation states and
shared controls so reviewers can compare and refine them.

**Alternatives considered**

Separate static mockups would not show keyboard behavior, responsive
layout, or real component states. Rebuilding each page only in Storybook
would allow the reference to drift from the board.

**Roadmap alignment**

This improves existing board UI and Skills Manager surfaces. It does not
add a new control-plane capability.

## What Changed

- Added dark and light color references, typography and conversation
specimens, and component stories for buttons, tabs, toolbars, sidebar,
popovers, activity, and task lists.
- Added a local design sandbox with synthetic task conversation playback
and representative states.
- Shared collection toolbars and navigation patterns across task, agent,
project, routine, skill, connector, and artifact pages.
- Added the streamlined Skills tabs and a My Skills collection that uses
the shared skill cards.
- Restored saved-thread access during synthetic playback, kept connector
searchbox semantics, and updated reproduction checks after moving trial
stories.
- Documented the proposed patterns and added focused UI, catalog, and
browser checks.

## Verification

- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs --check` passed.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed after
merging master. After the review fixes, focused UI typecheck, `pnpm
build-storybook`, 23 Skills Sources tests, and all 15 Storybook
typography browser tests passed.
- Focused task-thread and system-notice suites passed: 251 tests.
Connector Browse passed 84 tests; the connector, attachment, recovery,
and Storybook flyout browser journeys passed locally.
- A local full Vitest run hit one intermittent chat-channels integration
failure; that test passed in isolation. GitHub CI
[39347996059](https://github.com/paperclipai/paperclip/actions/runs/39347996059)
passed on the exact latest commit: 55 successful checks and two skipped
draft-only Storybook jobs.
- Greptile reviewed the exact latest commit at 5/5 with no new comments
or open review threads. GitHub reports the branch as cleanly mergeable.

## Risks

- This PR changes 206 files and exceeds the repository's 100-file review
target. Review by commit and consider a scoped split before merge.
- Design Proposals are staged references. Fixture interactions do not
prove API behavior, permissions, or provider execution.
- UI changes to shared controls may affect pages outside the proposal
sandbox. Focused browser checks and the full CI matrix passed.

## Model Used

- OpenAI Codex, GPT-6 family. The exact runtime model ID and context
window are not exposed in this session. The model used reasoning, code
execution, browser inspection, and local tests. Earlier branch commits
were also AI-assisted in this Codex conversation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details available in this session)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above where applicable
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run focused 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 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@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 17:45:26 -07:00
DottaandPaperclip 3e5a9f5afe perf(ui): load recent tasks with bounded summaries (#16851)
Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior.

Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation.

Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 12:13:28 -05:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
DottaandPaperclip aded4197e5 fix: make multiplayer task toasts personal (#16153)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for work.
> - A company can have several human users and shared agents.
> - Live task events currently produce toasts for any user who can read the task.
> - This makes unrelated work interrupt other users.
> - This pull request checks each user's task participation before it permits a toast.
> - Users receive relevant task notifications while company views continue to refresh.

## Linked Issues or Issue Description

**What happened?**

Company task activity and agent failures produce noisy toasts for users who have no involvement in the task.

**Expected behavior**

A task qualifies when the viewer created it, commented on it, is its assigned user, deliberately acted on it under the Mine rules, or has an explicit user mention in its description or a non-deleted comment. Viewing, agent ownership, responsible-user attribution, and parent participation alone do not qualify.

**Steps to reproduce**

1. Sign in as two users in the same company.
2. Have the second user create and update a task that does not involve the first user.
3. Observe a task toast in the first user's company view before this fix.

The duplicate PR search found no existing change for personal task-toast eligibility.

## What Changed

- Extract the existing Mine participation predicate without changing Mine behavior.
- Compute task eligibility from stored tasks, comments, and run associations after WebSocket access checks. Use an exact indexed comment-mention lookup with `LIMIT 1`.
- Add optional `toastEligible` metadata to each viewer's event copy. Keep it off the shared event bus.
- Require eligibility for live task activity and task-linked run errors. Suppress generic agent errors.
- Continue cache updates for quiet events. Refetch visible comments when authenticated events omit hydration details. Ignore stale socket callbacks after account or company changes.
- Document toast semantics and add feature-map and agent-access-map coverage.
- Add persisted-data, socket, UI, and authenticated browser regression coverage.

## Verification

- Final commit: `1dc4f9402c5883744738cfe236ad00fa0bb5ca4c`.
- All 55 current-head checks passed. Two Storybook checks were skipped because this change does not affect that coverage.
- Greptile approved this exact commit with 5/5. The security scan passed. Both review threads are resolved.
- Local `pnpm build`, `pnpm -r typecheck`, `pnpm check:token-gates`, and `node scripts/check-maps.mjs` passed.
- The focused socket/UI suite passed 123 tests. The persisted eligibility suite passed 9 tests, including long history, exact viewer matching, and regex escaping. The existing Mine service suite previously passed 140 tests.
- The named browser case `task toasts follow personal involvement in multiplayer` passed against the final commit in an isolated authenticated instance. It used two real sessions, real WebSocket delivery, and persisted tasks, edits, comments, and mentions. It verified quiet unrelated activity, viewing alone, first and historical mentions, own-action suppression, visible-task suppression, and live cache refresh.
- A prior-head server shard passed its single rerun after a fixture-cleanup deadlock. The final-head CI run passed without a rerun.
- The broad local run remained in progress when CI completed the full test suite. Local focused checks and CI provide the completed test evidence.

## Risks

- This intentionally reduces live notifications. A new client stays quiet against an older server that omits eligibility.
- Eligibility queries add work to live event delivery. A lookup failure suppresses the toast and still delivers the authorized event.
- Deleted mentions cease to qualify unless another participation rule applies. Historical comment authorship retains the existing Mine behavior.
- No database migration or notification-settings change is required.

## Model Used

OpenAI Codex with GPT-6 assisted with implementation, tests, documentation, and PR preparation. It used repository tools, shell commands, and browser automation. The runtime did not expose an exact backend revision 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>
2026-10-13 08:09:19 -05:00
4611d6e95a fix(restore): retry sandbox copy-back before holding the task for repair (#15920)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy sandbox runs copy the agent's workspace files back to the
host when the run settles.
> - When this copy-back fails one time, the server keeps the sandbox and
puts a board-owned repair hold on the task.
> - The hold blocks new messages. Only an operator API runbook can clear
it. The board shows that runbook text, so users do not know what to do.
> - Many copy-back failures are transient: a dropped transfer, a
provider error, or a merge lock that another restore holds.
> - This pull request retries those failures automatically while the run
still has its merge baseline and before any host file changes.
> - The benefit is that most failures repair themselves, and the
remaining holds explain the situation in plain language.

## Linked Issues or Issue Description

Refs #14590 (related: no-replay recovery holds)

**What happened?**
A legacy sandbox run finished its work, but one workspace copy-back
attempt failed. The task then showed "Recovery needed" with
operator-only steps ("verify its exact stop receipt … record
workspaceRepairEvidence"). Messages from the user stayed saved and were
not delivered.

**What did you expect?**
Paperclip retries a transient copy-back failure automatically. If a
repair is still necessary, the task says clearly what happened and who
must act.

**Steps to reproduce**
1. Run an agent in a legacy sandbox environment.
2. Make the workspace copy-back fail one time, for example with a
dropped transfer or a held merge lock.
3. Open the task. It is blocked behind a repair hold, and new messages
wait.

**Additional context**
Separately, distinct live events can render toasts with the same title
and body (for example, two runs of the same agent that both succeed).
The toast list showed both, and the desktop app forwards each one as a
notification.

## What Changed

- `packages/adapter-utils/src/sandbox-managed-runtime.ts`: retry the
workspace copy-back up to three times in total, with a 2 s and then a 5
s backoff. A retry occurs only when the failure is `restore_failed` or
`restore_lock_timeout` and no host workspace file was written. The merge
now marks the first host write in `beforeApply`, which runs under the
merge lock before any write.
- Unsafe archives, permission failures, and failures after the merge
started writing are never retried. Each retry uses a new temp directory
and a new imported Git ref.
- New optional `workspaceRestoreRetryDelaysMs` input, so tests can
shorten the backoff. Nested repository restores receive the same value.
- `ui/src/components/ExecutionBlockerNotice.tsx`: for a workspace repair
hold, the notice now says what happened in plain language. The stored
operator runbook text moves under "Technical details".
- `ui/src/context/ToastContext.tsx`: also dedupe toasts on their visible
tone, title, and body inside the existing 3.5 s window.
- `doc/workspace-restore-locks.md`: document the automatic retry.

## Verification

- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/sandbox-managed-runtime.test.ts src/workspace-restore` (218 tests
pass). New tests cover:
  - a retry after a dropped transfer,
  - a retry after a merge-lock timeout,
  - a stop after three attempts,
- no retry for an unsafe archive, a permission failure, or a failure
after the merge started writing.
- The existing step-diagnostic test now uses failures that persist
across retries. It still expects one diagnostic per failed step.
- `pnpm --filter @paperclipai/ui exec vitest run
src/context/ToastContext.test.tsx
src/components/ExecutionBlockerNotice.test.tsx
src/context/LiveUpdatesProvider` (120 tests pass).
- `tsc --noEmit` for adapter-utils passes. `node
scripts/check-token-gates.mjs` is clean.
- Not fully run: the full adapter-utils suite has two failures in
`github-launcher*.test.ts`. They read the managed GitHub credentials of
the local sandbox environment and do not touch restore code. UI `tsc -b`
reports five errors in `PluginOrganizationSwitcher.tsx`, which is not
changed here, because the plugin SDK is not built in a fresh install.

## Risks

- A copy-back that fails before the merge can take about 7 s longer
before it reports a failure. Lock timeouts can take up to about 97 s in
total (three 30 s lock waits plus backoff). Settlement already waits for
the copy-back.
- The retry logic depends on `beforeApply` running before the first host
write in `mergeDirectoryWithBaseline`. That is true today, and a comment
marks it.
- A Git bundle import before the merge can leave unreferenced Git
objects after a retry. They are harmless, and the existing ref cleanup
still runs on each attempt.
- Content-based toast dedupe can hide a second toast with identical text
inside 3.5 s. That is the intended behavior.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, Anthropic) in the Claude Agent
SDK, with tool use (shell, file edit, code search) and a subagent for
code exploration.

## 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: Paperclip Agent <agent@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 21:44:11 -07:00
Dotta 41fec8c892 fix: show notification actors and avatars, and hide self-actions (#15695)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Task notifications tell people who changed a task.
> - The authenticated event stream removed the actor ID and type.
> - The UI then showed “Someone” and could not hide the viewer's own
actions.
> - Toasts also had no field or renderer for an actor avatar.
> - This pull request keeps authorized actor identity and shows the
existing person or agent avatar.

## Linked Issues or Issue Description

**What happened?**
Authenticated task notifications showed “Someone.” A person's own
actions could produce notifications. Toasts showed a colored dot instead
of the actor's avatar.

**Expected behavior**
Show the actor's name and avatar. Hide notifications for the viewer's
own task actions.

**Steps to reproduce**
1. Sign in to an authenticated instance.
2. View a page other than the task being changed.
3. Create or update a task, or add a comment.
4. Observe the generic name and the notification for your own action.

## What Changed

- Keep actor IDs and types after the existing task access check.
- Read only the actor's name, photo, or agent appearance from
company-scoped records. Do not forward task details or comments.
- Supply names and avatars even when the browser has no cached
directory.
- Carry actor data through the toast provider. Use the existing person
and agent avatar components.
- Identify the local trusted viewer so that self-actions are also hidden
there.
- Add tests for authenticated event delivery, hidden tasks, private
details, self-actions, names, agent appearance, and avatar rendering.

## Verification

- Passed: 71 UI tests across LiveUpdatesProvider, ToastContext, and
ToastViewport.
- Passed: 11 server tests across live-events-toast and live-events-ws.
The added tests assert the actual SQL filters and bound company, actor,
and active-membership values.
- Passed: UI typecheck (`cd ui && ../node_modules/.bin/tsc -b`).
- Passed: UI production build (`cd ui && node_modules/.bin/vite build`).
- Passed: `pnpm check:token-gates` and `git diff --check`.
- The full `pnpm -r typecheck` and `pnpm build` could not complete
because this environment has no Rust `cargo` executable.
- The full `pnpm test:run` did not complete. Broad validation exceeded
the 4 GB sandbox memory limit. The full test run was stopped; the
focused tests were then run successfully.
- Manual review: use two signed-in people, make task changes from each,
and confirm only the other person's toast appears. Repeat with an agent
and check its avatar.

### Avatar screenshots

Production toast components with sample identities. These isolated
browser renders cover the person image and the agent custom avatar in
both themes.

![Person and agent notification avatars in light
mode](https://raw.githubusercontent.com/paperclipai/paperclip/fix/notification-actor-identity/docs/pr-screenshots/pr-15695/notification-avatars-light.png)

![Person and agent notification avatars in dark
mode](https://raw.githubusercontent.com/paperclipai/paperclip/fix/notification-actor-identity/docs/pr-screenshots/pr-15695/notification-avatars-dark.png)

## Risks

- Task toast events add a small profile read per authorized viewer.
Other task actions retain IDs without a profile read.
- Deleted or unavailable identities use an ID-based label. People
without a photo use initials.
- Access checks and task-detail filtering remain in place. There is no
database migration.
- All CI checks passed on the first commit, including full typecheck,
build, test shards, and browser suites. The updated commit must pass CI
again. The PR is ready for review. CI and Greptile must pass on the
updated commit.

## Model Used

- OpenAI GPT-6 through Codex, with code editing and tool execution. The
exact deployment model ID and context window were not exposed to this
run.

## 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 (focused suites listed
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
(behavior and validation are recorded above; no command or configuration
change)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-09 12:34:10 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
Devin FoleyandPaperclip 228f0e2807 fix(ui): make pull request review waits visible (#15375)
## Thinking Path

> - Paperclip lets people supervise agent work and review its outputs.
> - A task can wait for a human to review a pull request while an agent
schedules checks.
> - The PR work product and detected external links use separate display
paths.
> - A private PR can disappear from the useful sidebar view when its
provider lookup fails.
> - The monitor countdown says when the next check runs but omits the
saved review request.
> - This change shows the saved PR and requested review in the task's
existing surfaces.

## Linked Issues or Issue Description

**What happened?**

A task kept checking whether a private GitHub PR had merged. Its work
product requested board review, but the Properties sidebar used detected
external objects instead. The PR URL was stored only in metadata, which
the PR refresh path did not read. The composer showed a generic monitor
countdown with no PR link or review action.

**Expected behavior**

Show saved PR links even if provider access fails. During a GitHub
monitor wait, make outstanding review requests visible with the next
check time and a status-check action. Stop requesting review when a PR
merges or closes.

**Steps to reproduce**

1. Register a PR work product with `reviewState: needs_board_review` and
its URL in `metadata.url`.
2. Schedule an external-service monitor for GitHub.
3. Open the task with external-object lookup unavailable or unable to
access the private repository.
4. Inspect Properties and the composer wait strip.

Related work: #14469 added rich artifact cards. #8759 addresses
attention on monitored task blockers. This change uses the existing work
products and monitor action; it adds no blocker or approval mechanism.

## What Changed

- Show saved PRs in Properties, including metadata-only links,
independent of external-object availability.
- Deduplicate equivalent GitHub PR URLs while preserving the saved
navigation link, and put explicit review requests first.
- Keep provider status and freshness on the combined PR row; keep
private PR links usable when lookup fails.
- Show the saved PR review request above the composer and in the
existing monitor banner during a GitHub monitor wait.
- Label the existing monitor action `Check status` and show check
failures inline.
- Suppress review prompts for merged, closed, or archived PRs even if
their review flag is stale.
- Refresh PR metadata using `metadata.url` and the existing `repository`
alias.
- Share saved work-product reads across the thread, Properties, and
Artifacts. Refresh GitHub in a separate query and enrich only matching
PR versions.
- Start a fresh saved-row request on live invalidation so late provider
responses cannot hide new artifacts or changed review requests.
- Cover stalled GitHub lookups in both panels so refresh latency cannot
hide saved work.
- Scope monitor-check mutation state to the task so failures and late
responses do not leak across navigation.
- Refresh GitHub status when the displayed run finishes, including when
saved PR rows have not changed.
- Clarify that PR review and external release handoffs need a saved
human-input interaction with an agent assigned for continuation; a flag,
monitor, or handoff comment alone does not create that card.

## Verification

- 386 tests pass across eleven affected UI and server suites on
`184c7d8746`. Regressions cover saved links, provider status, cold-cache
loading, panel reopening, monitor errors during navigation, and live
updates during provider refresh.
- Three live-update regressions and two run-completion regressions fail
before their fixes and pass afterward. These tests use the real API
client's GET coalescing and abort handling.
- Full repository typecheck and build passed on the merged parent
`1a49112dd2`. The latest UI changes pass UI typecheck and token gates;
CI also verifies the latest build. Capability contract/inventory checks
pass.
- Storybook build and browser checks passed before the query race fix.
Browser checks cover desktop and 390px mobile review waits, plus video,
mixed-file, and empty artifact galleries after background refresh.
- The earlier full local `pnpm test:run` was stopped under disk
pressure. It reported failures outside the changed suites; an isolated
skill-cache run reproduced three existing macOS permission failures. The
full local suite was not rerun for this follow-up.
- Latest-head CI passes on `184c7d8746`, including the browser shards
and canary dry run. Apex is 5/5 with no actionable findings and no
unresolved threads. All eight reported findings are addressed.

## Risks

- This uses saved PR review state. When GitHub access fails, the saved
state can remain stale until the agent updates it. The link remains
visible and the status check remains available.
- `Check status` wakes the existing monitor owner. It does not merge a
PR, accept an approval, or mark the task done.
- No schema, permissions, or scheduler behavior changes.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, repository analysis, code
editing, and test execution. The exact deployment model ID and context
window 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 tests locally and they pass — 277 affected tests
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:03:13 -07:00
DottaandPaperclip b43073d11f feat(connections): sync and group accounts managed by aggregators (#15254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external tools.
> - Aggregator gateways can expose accounts that users already connected
upstream.
> - The Apps catalog did not show those accounts or their current
provider status.
> - Separate cards and setup tasks also made account ownership unclear.
> - This pull request discovers upstream accounts and groups them under
one app card.
> - Users can find connected apps while each provider keeps control of
its accounts.

## Linked Issues or Issue Description

**Subsystem affected**

Connections across the database, shared contracts, server, and board UI.

**Problem or motivation**

Users cannot see which apps are connected through a saved aggregator
gateway. Native and upstream accounts need one app card. Discovery must
preserve company, user, gateway, and credential boundaries.

**Proposed solution**

Sync account metadata from Composio, Arcade, and supported Executor
gateways. Keep upstream account management in each provider. Use source
chips and search to browse the catalog. Preserve native setup and the
gateway's existing access policy.

**Alternatives considered**

Creating a local executable connection for each upstream account would
duplicate authorization state. Using an agent task for routine Composio
setup would add an unnecessary step. The board now calls the saved
gateway directly for that setup.

**Roadmap alignment**

This extends the shipped Connected Apps and MCP Tool Gateway features in
ROADMAP.md. The duplicate search found no open PR for managed account
discovery.

Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open
PR #12906 covers adjacent toolkit routing work.

## What Changed

- Add provider-neutral discovery, sync, and refresh APIs. Preserve the
Composio API paths.
- Cache observations by company, saved gateway, viewing user, and
credential version. Retain stale observations after failed or incomplete
scans.
- Add optional Arcade account sync credentials in the vault. Discover
Executor accounts through its supported inventory interface.
- Group native and upstream accounts in one app card. Imported account
menus open their provider. Gateway menus own refresh and sync setup.
- Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50
catalog entries per page. Keep connected accounts above discovery. Keep
explicit provider searches scoped.
- Simplify Composio app setup and refresh its connected app list on the
gateway Permissions page.
- Add a compact agent access card and task creation defaults for
connection setup. Preserve explicit blocks and approval policies.
- Add two replay-safe migrations, service and UI tests, Storybook
journeys, and acceptance stories.

## Verification

- Passed the repository typecheck, full build, token gates, and
migration ordering check.
- Passed the focused provider adapter, connection interaction, and
catalog tests after rebasing onto master.
- Passed all nine database sync and migration replay tests using a
disposable database on the test-drive PostgreSQL cluster. Removed that
database after the run.
- Verified Arcade cursor pagination against its official Go SDK and
passed all eight adapter tests, including short and incomplete pages.
- Passed all 45 interaction tests after making the exact requested tools
and their Allowed/Ask first permissions visible before granting access.
Verified the compact card in Storybook.
- Passed the complete UI suite on the final code: 683 files and 7,432
tests, including the corrected Composio destination assertions. Passed
130 focused tests for the UUID, management-link, and health-status
corrections.
- Passed 22 Composio setup/sync tests, 23 connection-intent service
tests, and the connection migration test in separate disposable
databases. Database startup alone was substituted; the suites exercised
their real SQL and services.
- Passed all 10 OpenAPI route checks and the full-stack
connection-intent browser test, including scoped consent, agent
continuation, and task completion.
- The local full runner encountered embedded PostgreSQL startup failures
on this loaded macOS host. The earlier in-flight run also held the
pre-fix Arcade transform; a fresh run of the final provider suite
passes. The final-head CI is queued during GitHub’s active Actions
incident: https://www.githubstatus.com/. The previous run also lost
several runners simultaneously; its real catalog assertion failures are
fixed and the fresh complete UI suite passes.
- Tested the real test-drive server in the embedded browser with a live
Composio gateway. Detected Airtable and Circleback. Verified refresh
progress, account rows, source chips, search scope, and 50-entry
pagination.
- Arcade and Executor coverage uses provider fixtures. Live credentials
were unavailable.
- Storybook builds successfully and includes grouped native/provider
accounts, stale and unavailable discovery, optional Arcade setup, and
mobile states. The acceptance document records the simulated and live
coverage separately.

- Greptile reviewed final commit
`217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review
threads are resolved, security scans pass, and the PR has no merge
conflicts. The outstanding remote checks are `ci / Select trusted
runner` and `review`, queued by GitHub. They need to complete before
merge.

## Risks

- Provider response changes can break inventory discovery. Failed scans
retain observations and show stale status.
- Composio scans only the supported catalog and can take time. Large
inventories run in the background with progress and a bounded lease.
- Arcade requires a project API key and user ID when the gateway cannot
supply them. This key is used only for discovery.
- Executor discovery depends on the server's exposed inventory tools.
Unsupported servers report unavailable discovery.
- Cached account rows do not grant access or create executable
connections. Gateway policies still govern tool use. Account deletion
and per-app authorization remain upstream.
- The migrations add tables and one nullable column. Replay preserves
existing rows and company-scoped foreign keys.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific serving model ID or context limit. Used reasoning, repository
tools, code execution, 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
- [ ] 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>
2026-10-05 14:57:04 -05:00
DottaandPaperclip 1b48e73e0b feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat already provides a persistent conversation with each
agent.
> - Its shortcuts share the primary navigation and do not give chats a
dedicated place.
> - People need to find agents, start a chat, and switch conversations
without moving the page layout.
> - This pull request adds a secondary chat sidebar and a landing page
around the existing chat surface.
> - The same conversation, composer, history, and context panel remain
in use.

## Linked Issues or Issue Description

Refs #13283 and #13420. This extends the existing experimental Agent
Chat navigation after review of the component and page stories. It
supports the CEO Chat roadmap item through the existing task-backed
conversation model.

**Subsystem affected**

The board UI and the company-scoped conversation list API.

**Current behavior**

Chat shortcuts sit inside the primary navigation. There is no dedicated
landing page with a searchable conversation list. A separate landing
header also moves the sidebar when an agent is selected.

**Proposed behavior**

Show a Chat entry in primary navigation. Keep a searchable agent sidebar
beside the chat content. The plus button starts or reopens the current
user's single conversation with that agent. Keep the header and sidebar
in the same positions before and after selection.

**Reason and benefit**

People can find agents and return to persistent conversations without
leaving the chat area or creating duplicate chats.

**Breaking changes**

The experimental chat navigation changes. Explicitly adding a chat now
resolves its conversation immediately. Direct visits to unused agent
chat URLs remain read-only. The existing per-agent routes and message
contracts remain compatible. No database migration is required.

## What Changed

- Add an account- and company-scoped conversation list endpoint with the
existing access checks, feature gate, and OpenAPI entry.
- Add the live secondary sidebar, landing page, avatars, search, loading
states, errors, and retry controls.
- Make the agent picker wait for chat creation and display failures.
Existing agents reopen the same conversation. A dismissed selection
cannot close a reopened picker or navigate over a newer choice.
- Preserve recent-activity ordering and terminated agents’ chat history.
Scope live list refreshes to the current user’s conversation events. A
failed historical-agent lookup leaves healthy chats usable and offers a
focused retry.
- Keep the sidebar and header stable across chat routes. Keep mobile
selection in the navigation drawer.
- Use the production components in Storybook. Prepare the theme and
mobile viewport before mounting the page to avoid the startup flash.
- Update product documentation, the design guide, and navigation tests.
Replace old browser expectations for stars and recent shortcuts with
persistent conversation and layout coverage.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
after rebasing onto master.
- Focused UI tests pass, including 105 sidebar, picker, and live-update
checks after review fixes. The 33 conversation service and route tests
and 10 OpenAPI checks pass, including ownership, feature gating, and
concurrent creation.
- The full local test run passed 14,163 server tests before three
environment or timeout failures. The embedded Postgres startup,
connector socket, and native runner failures all passed direct reruns.
- Browser test-drive verification covers a real provider reply, add and
reopen, persisted history after reload, no-match search recovery, mobile
drawer dismissal, and top-aligned context panels.
- Browser measurements confirm that the sidebar has the same position
and dimensions on the landing page and an agent conversation.
- Storybook builds and its add-and-reopen interaction passes.
- The revised browser regression passes locally against a freshly built
throwaway instance. It covers stable sidebar geometry, add/reopen
uniqueness, drafts, search, history, and terminated-agent history after
reload. The full CI browser suite also passes.
- Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54
completed checks pass, including the complete server/workspace/browser
suites, aggregate verification, build/typecheck, security scans, and
canary packaging. The two Storybook jobs are skipped by their workflow
conditions. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/36714052050).
- Greptile reviewed this same commit at 5/5 with no remaining actionable
findings; all review threads are resolved.
- Reviewer path: enable Agent Chat, click Chat, use plus to choose an
agent, send a message, switch away, and reopen that agent. One
conversation must remain, with its history intact.

## Risks

- The new sidebar lists persistent conversations instead of starred and
recent shortcuts.
- Chat creation is asynchronous. Errors stay visible in the picker, and
delayed responses cannot navigate into a previous company or account.
- The shell adjustment is limited to chat routes and preserves the
existing conversation implementation.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The session does not expose the exact API 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
#123` / `Refs #123` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:35:32 -05:00
Devin Foley f38b5693f6 fix: always enable keyboard shortcuts (#14643)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has keyboard shortcuts for the inbox, task lists, cases,
and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and
`]`
> - Shortcut enablement was an instance-wide General setting until
#14141 moved it to a per-user preference that defaults to off
> - The move did not carry the old instance value over, so every
existing user lost shortcuts on upgrade and had to find a new toggle
under Profile settings
> - A toggle that only turns off a standard, input-safe feature costs a
setting, a database column, two API routes, and a React context for
little benefit
> - This pull request removes both the instance setting and the personal
preference and enables keyboard shortcuts for every signed-in user
> - The benefit is one less thing to configure, no silent loss of
shortcuts on upgrade, and less code to maintain

## Linked Issues or Issue Description

Refs #14141 (the change that introduced the personal preference).

**What existing behavior does this improve?**

Keyboard shortcuts in the web UI stay off unless each user turns them on
in Profile settings.

**Subsystem affected**

Web UI shortcuts, Profile settings, instance general settings, the
`/api/auth/preferences` routes, and the `user` table.

**Current behavior**

Shortcuts default to off per user. #14141 moved the toggle from Instance
settings → General to Profile settings and did not carry the old
instance value over. Users who had shortcuts on lost them after the
upgrade and had to find the new toggle.

**Proposed behavior**

Keyboard shortcuts are always enabled for every signed-in user. There is
no instance setting and no personal preference. Shortcuts already ignore
key presses inside text inputs and modal dialogs, so an opt-out is not
needed.

**Reason and benefit**

Fewer settings, no silent loss of shortcuts on upgrade, and removal of a
database column, two API routes, a query hook, and a React context that
existed only to gate this feature.

**Breaking changes**

`GET` and `PATCH /api/auth/preferences` are removed. `PATCH
/api/instance/settings/general` no longer accepts `keyboardShortcuts`;
that schema is strict, so the key now returns 400.
`instance.general.keyboardShortcuts` is no longer a valid
`PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a
warning.

## What Changed

- Removed the Keyboard shortcuts section from Profile settings, the
`useUserPreferences` hook, `queryKeys.auth.preferences`, and
`authApi.getPreferences` / `authApi.updatePreferences`.
- Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list,
legacy task list, cases, and task detail pages no longer gate their key
handlers.
- Removed the `enabled` option from `useKeyboardShortcuts`. The app
shell always registers the global shortcuts.
- Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI
entries, and the `currentUserPreferencesSchema` /
`updateCurrentUserPreferencesSchema` validators.
- Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the
general settings zod schema, the settings service defaults, and
`HIDEABLE_GENERAL_SECTIONS`.
- Added migration `0289_drop_user_keyboard_shortcuts`, which drops
`user.keyboard_shortcuts`.
- Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and
`docs/deploy/environment-variables.md`.
- Parsed the stored general settings row with
`instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a
retired key left in the row cannot reset the sharing preference to
`prompt` and overwrite the stored choice.
- Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open
modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before.
- Updated the affected tests and added a Profile settings test that
asserts the toggle is gone, a hook test for the modal dialog guard, and
a feedback service regression test for the retired-key case.

## Verification

- Typecheck passes for `@paperclipai/shared`, `@paperclipai/db`
(including the migration numbering and safety checks),
`@paperclipai/server`, and `ui`.
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/auth-routes.test.ts
server/src/__tests__/sentry.test.ts` → 119 passed.
- `pnpm exec vitest run ui/src/components/Layout.test.tsx
ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx
ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed.
- `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts`
→ 16 passed.
- `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7
passed.
- `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts`
(embedded Postgres) → the new retired-key test passes with the fix and
fails without it.
- Manual: sign in with no settings changed, open the inbox, press `j`
and `k` to move the selection, press `?` to open the cheatsheet. Open
Settings → Profile and confirm there is no Keyboard shortcuts section.

## Risks

- The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the
column has no readers after this change. If you roll back to a build
from before this PR after the migration has run, re-add the column
first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean
DEFAULT false NOT NULL;`. The older build's ORM selects that column when
it loads users.
- Any external client that still sends `keyboardShortcuts` to `PATCH
/api/instance/settings/general` receives a 400. No in-repo client does.
- Stored `instance_settings.general.keyboardShortcuts` values are
stripped on read and ignored.
- Users who never turned the toggle on now get shortcuts. The handlers
skip text inputs, contenteditable regions, and modal dialogs, so typing
is unaffected.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-29 21:28:06 -07:00
DottaandPaperclip e912f0df53 fix(ui): open text attachments in task tabs (#14297)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work often ends with a Markdown or plain-text file.
> - Task attachments currently open outside the task panel.
> - Users need to inspect those files while keeping the task
conversation in view.
> - This pull request opens text attachments in task tabs and adds
rendered, raw, and download controls.
> - The same controls work in the mobile task drawer.

## Linked Issues or Issue Description

**What happened?**
Opening a text attachment did not put its content in a task tab.
Markdown files had no in-task rendered/raw toggle.

**Expected behavior**
Open Markdown and text attachments in one reusable task tab. Show
Markdown as rendered content or raw text. Download the original file.

**Steps to reproduce**
1. Upload a Markdown file and a plain-text file to a task comment.
2. Open each attachment from the task conversation or artifact list.
3. Switch Markdown between Rendered and Raw. Download both files.
4. Repeat at a mobile viewport width.

Related work: #14193 controls artifact tab arrival. This change adds
text attachment content tabs.

## What Changed

- Route text attachment opens from conversation and artifact cards into
task tabs.
- Add a text attachment panel with accessible Rendered, Raw, and
Download controls.
- Preserve ordinary links for other file types.
- Support the selected attachment in the mobile drawer.
- Keep text-tab actions on the current rich artifact cards, including
CSV previews.
- Render attachment image references and diagram source without loading
media URLs.
- Add browser regression tests, component tests, Storybook examples, and
usage documentation.

## Verification

- Full workspace typecheck, production build, Storybook build, and UI
token gates pass locally.
- All 6,960 UI tests pass. The additional media regression passes
against the real Markdown renderer and fails before the fix. CSV
coverage verifies direct downloads and text tabs after preview.
- Both desktop and mobile browser cases pass locally. They check
rendered/raw Markdown, literal plain text, reusable tabs, review
controls, and exact original download bytes. The local fixture used a
separate database port because an existing socket occupied the default
range.
- The full CI test matrix passes on
`82be5efbef26927b237a031725bb3d7fa79f637f`. The duplicate local `pnpm
test:run` was stopped after this CI result; it did not complete locally.
- Greptile is 5/5 on the final commit. All review threads are resolved,
and the security scan passes.
- All 54 final-head checks pass, including the canary dry run. The two
optional Storybook jobs are skipped.

## Risks

- Text attachment links now open in the task panel. Other content types
keep their existing link behavior.
- File display still depends on the existing authenticated attachment
route. There are no API or database changes.
- Raw text is displayed as text, including strings that look like HTML.
Rendered Markdown keeps media references inert.

## Model Used

OpenAI Codex, based on GPT-6, with code execution, browser testing, and
subagent tool use. The runtime does not expose an exact serving model
variant or context-window size. Recovered earlier implementation changes
were reviewed and tested; their exact model metadata is unavailable.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 16:40:10 -05:00
Devin FoleyandPaperclip faf72cb1d5 fix: preserve company context across browser hot reload (#14482)
## Thinking Path

> - Paperclip uses a shared company context for browser providers and
consumers.
> - Vite can load a new consumer module while an older provider is
mounted.
> - Recreating the context disconnects that consumer from the mounted
provider.
> - The consumer then reports a missing provider even though one is in
its React ancestry.
> - This change preserves the context object across development module
refreshes.
> - Bounded global error diagnostics distinguish development bundles and
otherwise context-free promise rejections.

## Linked Issues or Issue Description

**What happened?**
A refreshed company consumer can throw `useCompany must be used within a
CompanyProvider`. A real Vite and Chromium reproduction confirms that a
retained provider and a refreshed consumer can hold different context
objects. Global promise rejections also lack the bounded document state
already attached to React boundary errors.

**Expected behavior**
A refreshed consumer should read the mounted provider. Error reports
should identify the loaded bundle mode and bounded browser state while
preserving monitoring opt-in, sign-out, and privacy behavior.

**Steps to reproduce**
Run `pnpm test:e2e:browser-context`. The isolated Vite fixture renders
the real CompanyProvider, imports a new timestamped consumer module, and
renders that consumer below the retained provider. The test fails before
the context change and passes after it. The SDK regression invokes its
real unhandled-rejection handler with an undefined reason.

## What Changed

- Keep the React context object in Vite's per-module `hot.data`. Account
values stay in React.
- Add an isolated browser regression with mocked API responses and no
live instance, discovered by the existing Chrome CI shards.
- Add document-state diagnostics to global errors while preserving
earlier boundary snapshots.
- Tag events with development or production bundle mode and the type of
an unhandled rejected value.
- Document the new test command and diagnostic fields.

## Verification

- Company context, browser context, and Sentry suites: 59 passed.
- `pnpm test:e2e:browser-context`: passed in Chromium. The original
context code fails the reproduction.
- Real SDK tests preserve DSN/sign-out behavior and omit request
context, breadcrumbs, and private DOM data.
- `pnpm check:token-gates`: passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- Local `pnpm test:run` exited in the general-server phase: 13,819
passed, 86 skipped, 21 failures in unchanged filesystem and host-port
suites. Cache permission and long-path failures also reproduce on the
unmodified base; seven other failures involve local runtime port
ownership. This is not a full local pass.
- Full Linux CI and review passed at a0b5270662 (53 successful checks;
two conditional checks skipped). Three jobs interrupted by a runner
shutdown passed on rerun. Greptile is 5/5 with no unresolved comments.
The real browser regression also passed in the normal Chrome CI shard
(3.2 seconds).
- Code-owner approval remains required because the dedicated test
command changes `package.json`.
- Scanned the diff and PR text for credentials and private data before
pushing.

## Risks

The context cache applies only to development hot reload. It retains the
context object, not account state. Production continues to create an
ordinary React context. The diagnostic hook adds only bounded state and
type values, preserves boundary snapshots, and returns the original
event if enrichment fails. It does not suppress errors or restore raw
breadcrumbs. The global rejection diagnostics do not identify the
promise's originating operation by themselves.

## Model Used

OpenAI GPT-6 through Codex, with repository inspection, code editing,
and command execution. The runtime does not expose a more specific model
revision 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 (focused suites and
Chromium regression; full local limitations 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>
2026-09-28 16:15:14 -07:00
Devin FoleyandPaperclip 6681c71b40 fix(ci): stabilize chat startup and close the initial live-update gap (#13895)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Browser tests check chat state across navigation, reload, and agent
runs.
> - Runtime tests check that a service is ready before Paperclip
publishes its address.
> - CI for #13891 failed in these paths, then passed attempt 3 with the
same code.
> - The browser traces stopped during development asset startup. A
separate sidebar assertion used an unstable focus path through the rich
editor.
> - This PR gives browser tests fresh built assets and a direct keyboard
path to the star button. It adds service-worker reload coverage under
CPU throttling.
> - A later browser failure exposed a real reload race: comments can
change between the first query and the first live subscription. The UI
now refreshes active queries when that subscription opens.
> - Runtime fixtures now have separate registry state and better failure
evidence. The readiness deadline remains unchanged.
> - A later CI run exposed a wall-clock backoff assertion and three
authorization cases sharing one test lifecycle. The PR anchors the
assertion to transport time and separates the cases.

## Linked Issues or Issue Description

Refs #13891. Related runtime ownership and cleanup work: #11791, #11389,
#11278.

Evidence: [original CI run, attempt
3](https://github.com/paperclipai/paperclip/actions/runs/35910335089/attempts/3).
Attempt 3 passed both affected shards without code changes. This PR is
separate from the wake-payload change, which has since merged.

| Failure | Diagnosis and classification |
| --- | --- |
| Sidebar blank page and retry text missing after reload in CI | Both
traces show a blank document before React startup. Vite connects, but
the failing page makes no application API requests. The service worker
forwards the unbundled development module graph. The retry response is
already stored and its process-adapter run succeeded before reload. This
places the failure in browser bootstrap, not wake payload or reply
persistence. The exact reason the development module graph stopped is
not established by the retained trace. The harness now serves built
assets, and the new test covers startup and controlled reload at 4x CPU
throttling. |
| Star opacity remains zero on macOS | Reproduced on unchanged master
`f55759942b`. The old test clicked the rich editor, focused the star,
then used Tab and Shift+Tab. An instrumented baseline run captured the
sequence: Tab moved from the star to the next sidebar link, then the
editor bundle called `focus()` on its contenteditable before Shift+Tab.
That key reached the composer, where it is a work-mode shortcut. This
confirms a pending editor selection update stole focus; it was not the
browser skipping sidebar buttons. The assertion did not prove the star
retained focus. The test now moves the pointer away, focuses the
preceding sidebar link, presses Tab once, and asserts both actual focus
and opacity. This is test synchronization and keyboard traversal, not a
demonstrated CSS defect. |
| Runtime readiness exceeds 10 seconds | The old error only says `fetch
failed`. There is no child startup output in that failure, so it cannot
distinguish slow process startup from a refused or stalled probe. It
passed unchanged locally and took 3.416 seconds in attempt 3. Resource
contention is plausible but unproved. This PR does not claim a proven
historical runtime root cause: it isolates fixture registry/log files,
checks ports before spawn and after stop, checks live backends at
publication, and preserves transport errors, probe count, elapsed time,
and fixture startup timestamps for the next occurrence. |
| Later CI: recovery reply disappears after reload | Product
synchronization bug, distinct from the blank-page bootstrap failure.
Reproduced locally with a trace: the comments request started at
`21:56:07.443`, the server saved the reply at `.520`, and the first live
subscription started at `.541`. The reload fetched a successful run and
its complete log, but missed the comment event. The provider refreshed
after reconnects only. It now refreshes active queries on the first
connection too. A deterministic regression test fails before the fix. No
browser assertion was changed. |
| Later CI: Slack backoff and authorization tests | The 30-second
backoff assertion required more than 25 seconds to remain when it read
the saved action. CI spent 10.311 seconds in the test, exceeding that
five-second allowance. A local six-second read delay reproduces the
failure; the new transport-anchored lower and upper bounds pass the same
fault injection. The neighbouring authorization test ran three
independent fixtures in one test and timed out at 15 seconds. Each case
now has its own fixture cleanup and the normal per-test deadline, so
earlier cases do not remain active during later global worker sweeps. No
specific production slow call was established. |
| Self-hosted runner loses communication or shuts down | The original
lost-communication failure has no assertion. On final-head [attempt
1](https://github.com/paperclipai/paperclip/actions/runs/35925901613/attempts/1),
Build, Runner Vitest 1/2, and chat 2/3 ran on three separate fleet
instances. All received a runner shutdown signal at `22:04:55 UTC`,
within 35 milliseconds, then cancellation. Server shard 6/12 received
the same shutdown signal one minute later. All four were Spot
`m7i-flex.xlarge` instances in `us-east-1a`. No test assertion or build
error preceded those stops. This is infrastructure interruption; the
reason the fleet stopped the runners is not available in job logs. |

## What Changed

- Build the browser fixture UI into the static server's preferred
directory, `server/ui-dist`, and disable Vite middleware. Ignore these
generated assets. Start the source CLI directly from the repository
root, as required by the CLI invocation safety contract.
- Keep all existing chat assertions. Add first takeover and three
service-worker-controlled reloads under CPU throttling. Assert that the
page uses built module assets and that opening it creates no chat task.
- Use forward keyboard traversal from the Zeta link to its star. Check
focus before checking the reveal style.
- Give each runtime exposure test a temporary Paperclip home and restore
environment state after process cleanup.
- Check that reserved ports are free before spawn, serve the fixture
response before exposure, and become free after stop.
- Include the nested fetch error, probe count, and elapsed time in
readiness failures. Add a unit test for this diagnostic contract.
- Refresh active queries when the first live connection opens, covering
events missed during initial page loading. Keep reconnect toast
suppression unchanged.
- Measure Slack retry timing from the transport attempt and recovery
completion. This checks the full provider-requested delay without
spending a small wall-clock allowance on unrelated processing.
- Run each Slack authorization-revocation scenario as a separate test,
with cleanup between cases. All assertions remain.
- Document the browser fixture's build and serving mode. No configured
assertion deadline, readiness deadline, retry count, or skip was added.

## Verification

- Final-head [Linux CI, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/35925901613/attempts/2):
**green**. All 52 check runs passed; two conditional checks were
skipped. The legacy Snyk status also passed. No pending or failed checks
remain.
- `pnpm -r typecheck` passed.
- `pnpm build` passed again after the final UI fix.
- Focused runtime suites: 38 passed, 3 existing platform skips.
- CLI invocation safety suite: 39 passed.
- Slack timing negative control: inserting a six-second delay before
reading the saved action fails the old assertion. All four revised
authorization/backoff cases pass with that same delay. The diagnostic
delay is not committed.
- Live update suites: 92 passed, including the new regression. UI
typecheck and token gates passed.
- Recovery browser negative control: the unchanged tests reproduced the
missing reply (1 failed, 9 passed). After the first-connection fix, all
six recovery paths passed twice (12 passed). Browser assertions and
deadlines are unchanged.
- Server typecheck passed after the Slack test adjustment.
- `GITHUB_WORKFLOW=PR pnpm test:run:general -- --group general-chat
--shard-index 0 --shard-count 3`: 342 passed. The other 682 tests belong
to the remaining shards; collection verified exact coverage.
- Final direct-source CLI launch: all five chat session tests passed.
- `PAPERCLIP_E2E_PORT=32993 PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome pnpm
exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/agent-chat-sessions.spec.ts --repeat-each=3`: 15 passed,
including nine controlled reloads at 4x CPU throttling.
- `GITHUB_WORKFLOW=PR pnpm test:run:general -- --group
general-server-without-chat --shard-index 10 --shard-count 12`: 55 files
passed, 867 tests passed, 21 existing skips. An earlier run could not
initialize PostgreSQL because this Mac exhausted its System V
shared-memory slots. After reclaiming the orphaned segment from this
task's stopped browser server, the full shard passed.
- On final commit `1f1fafc08d`, [browser
4/8](https://github.com/paperclipai/paperclip/actions/runs/35925901613/job/107400837947)
passed all 16 tests; [browser
8/8](https://github.com/paperclipai/paperclip/actions/runs/35925901613/job/107400838155)
passed all 23 tests; [server
11/12](https://github.com/paperclipai/paperclip/actions/runs/35925901613/job/107400838328)
passed 887 tests with one existing skip. The readiness lifecycle case
took 1.842 seconds. Chat 1/3 also passed. All four jobs interrupted by
runner shutdowns passed unchanged on their single rerun.
- Greptile reviewed `1f1fafc08d`: **5/5**, with no unresolved comments.
- Full local `pnpm test:run` was attempted and stopped after confirming
failures outside this patch: a sibling `skills` directory shadows
bundled Slack/AgentMail skills; macOS rejects rename of read-only
skill-cache directories (`EACCES`, also reproduced in an isolated
filesystem probe); and the host exhausts PostgreSQL System V
shared-memory slots. Focused reruns confirmed these limits. The complete
Linux CI run is the repository-wide verification; the full local run is
not green.
- Baseline evidence: the original sidebar test failed on unchanged
master; a development-mode run at 4x CPU throttling passed six selected
cases, so CPU pressure alone did not reproduce the CI bootstrap stall.

## Risks

- Default browser tests now exercise the shipped static UI. They no
longer implicitly cover Vite middleware or HMR; use the development
server for those checks.
- The new browser startup test uses Chromium CDP, matching the only
configured browser project.
- Opening a live subscription now causes one active-query refresh to
close the initial event gap. This adds startup API reads but no
recurring poll.
- Runtime behavior and deadlines are unchanged except for error details.
The historical readiness stall remains unconfirmed; a green rerun alone
cannot establish its cause.
- Local verification runs on macOS. The runtime lifecycle checks also
passed on Linux CI.

## Model Used

- OpenAI GPT-6 through Codex. The session identifies the model family as
GPT-6; an exact served model ID and context window size are not exposed.
Used reasoning, repository inspection, shell tools, code editing, and
test execution. No subagents were used.

## 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
#123` / `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 — targeted suites passed;
full local host limits are listed 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>
2026-09-23 15:22:21 -07:00
DottaandPaperclip fd071748ee fix: stop repeated notifications for finalized run failures (#13739)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native run reconciliation repairs saved execution outcomes after
interruptions.
> - The sweep also visits runs whose final results are already
committed.
> - An unchanged failed run still received a new status delivery ID on
every sweep.
> - The browser treated each delivery as a new failure after its short
duplicate window expired.
> - This pull request makes unchanged projections a no-op and suppresses
repeated or historical run toasts.
> - Operators receive fresh failure alerts without repeated alerts for
old work.

## Linked Issues or Issue Description

**What happened?**

An old failed run repeatedly produced failure toasts while the browser
remained open. The task could already be cancelled. Reconciliation
rewrote the same failed outcome and queued another status broadcast.

**Expected behavior**

An unchanged committed run must not queue a new status notification.
Repeated deliveries must still refresh cached state without another
toast.

**Steps to reproduce**

1. Finalize a native run with a failed result and successful workspace
finalization.
2. Deliver its pending execution status and cancel its task.
3. Replay finalization and status delivery on each periodic sweep.
4. Observe another failure broadcast for every sweep before this fix.

**Paperclip version or commit**

Reproduced against source commit c65fc9e3c. The new regression produced
three extra broadcasts in three sweeps before the fix.

**Deployment mode**

Authenticated hosted deployment. The database regression also reproduces
with isolated embedded PostgreSQL.

Related context: #13104 established contextual run notifications. This
change fixes duplicate delivery after finalization. No matching open fix
was found.

## What Changed

- Add a database predicate that skips unchanged committed run
projections. Preserve real status repairs, pending delivery IDs, and
ownership checks.
- Track observed company/run/status outcomes in the live update
provider. Keep this bounded history across socket reconnects.
- Suppress terminal toasts delivered more than five minutes after
completion, using server timestamps.
- Add regressions for cancelled tasks, concurrent replay, incomplete
projection repair, repeated broadcasts, historical failures, and
reopening a window.
- Document the notification behavior in DESIGN.md.

## Verification

- 103 focused server and UI tests passed before rebase. The new server
regression failed on the original implementation and passed with the
fix.
- Server and UI TypeScript checks passed before rebase.
- UI production build and `pnpm check:token-gates` passed before rebase.
- Full workspace `pnpm -r typecheck` passed locally after rebase. Full
tests, typecheck, and build passed in CI on the exact PR head; the
redundant local full-suite run was stopped after CI completed.
- All current-head CI checks passed, including all eight browser shards.
Browser shard 4 passed on one unchanged-code rerun after an initial
chat-page navigation timeout (blank screenshot, slow loads, no
JavaScript crash).
- Greptile reviewed the current head at 5/5 with no actionable findings
or open review threads.

## Risks

- The UI intentionally omits transient toasts for outcomes delivered
more than five minutes after completion. Run history and cache updates
remain available.
- The observed-outcome cache holds at most 2,000 identities. Historical
timestamps also protect fresh page loads.
- No schema changes. Recovery still repairs missing completion metadata
and stale successful-run errors. Existing ownership gates remain
enforced.

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell tools, browser
inspection, and test execution. The exact deployment identifier and
context-window size are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 09:31:50 -05:00
Devin FoleyandPaperclip c65fc9e3c8 fix: recover authentication and browser connection failures (#13724)
fix: recover authentication and browser connection failures

Include connect timeouts in the bounded retry policy for idempotent actor
synchronization. Handle WebSocket constructor failures through existing
reconnect paths and preserve HTTP polling while realtime is unavailable.
Refresh visible company queries until the socket recovers and clear all
fallback timers on hiding or unmount.

Verify 172 focused tests, server/UI typechecks, UI build, and design token
gates. Full workspace build/typecheck require the unavailable Rust toolchain;
the full test run is tracked separately.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-20 12:43:25 -07:00
DottaandPaperclip f589660ec0 feat(routines): add safe webhook setup and in-routine run management (#13637)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines turn scheduled work and external events into tasks for an
assigned agent.
> - Webhook setup was disabled, and actor authentication rejected valid
webhook bearer keys.
> - Operators need to connect and test a sending app before events can
start work.
> - This pull request adds a guided setup with durable connection tests
that cannot dispatch a task.
> - It keeps trigger management, execution tasks, and activity within
the routine.
> - The benefit is a webhook that can be configured, verified, and
operated from one place.

## Linked Issues or Issue Description

Fixes #11937.

Related: #13216 adds provider-specific Sentry support. This PR addresses
general routine setup and ingress. #6841 addresses legacy secret
bindings; this PR retains the existing secret service.

**Current behavior**

Webhook creation is disabled. Bearer deliveries can fail in agent
authentication before the routine checks its key. Setup has no safe
connection test. Runs and Activity send the operator away from the
routine.

**Proposed behavior**

Choose a schedule or a webhook. Follow the setup steps, copy credentials
or complete agent instructions, and test delivery without creating work.
Finish setup to allow future events to start tasks. Edit or remove
compact trigger cards, undo removal, and inspect tasks and activity
inside the routine.

**Reason and benefit**

An operator can verify credentials and delivery before enabling
automatic work. Durable setup state survives refreshes and restarts.
Retry receipts prevent an old test event from starting work after
activation.

## What Changed

- Add a production trigger wizard using reusable Slack setup navigation
and footer components.
- Add schedule and webhook choices, one-time credentials, agent
instructions, and live connection feedback.
- Persist pending setup, test delivery receipts, connection status, and
reversible trigger removal.
- Keep setup checks free of routine runs, tasks, and agent wakeups.
Preserve delivery idempotency after activation.
- Add compact trigger cards, inline editing, key rotation, pause
controls, removal, and Undo.
- Keep Runs and Activity in the routine. Use the shared task list and
compact activity rows.
- Permit only exact public delivery POSTs through actor authentication.
Retain webhook authentication, JSON-object validation, and log
redaction.
- Add production-backed Storybook states and focused server, database,
and UI coverage.
- Document signing modes, setup checks, retries, rotation, HTTPS
ingress, and navigation.

## Verification

- Full workspace typecheck, build, and token gates passed on the rebased
branch. Storybook also builds.
- Focused routine, middleware, logging, shared wizard, and UI coverage
passes on the rebased branch: 195 tests across 14 files. The migration
passed on a fresh PostgreSQL database and on two repeated applications.
- Browser testing used the real app, database, and a deterministic
process worker through Tailscale HTTPS and the current Cloud proxy code.
- Verified rejected keys, safe setup deliveries, persisted state after
restart, activation, retry deduplication, key rotation, schedule
editing, removal, and Undo.
- Fresh bearer and GitHub-signed deliveries created tasks that the
worker checked out and completed. Runs and Activity stayed within the
routine.
- Current Cloud ingress tests passed. Public delivery POSTs passed
through without a browser session; management routes remained gated.
- All 54 current-head PR checks pass, including general and serialized
tests, all eight browser E2E shards, typecheck, build, runner checks,
security checks, and the canary dry run. Two optional Storybook jobs are
skipped by workflow conditions.
- Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review
threads. The stale connection-status finding is fixed and covered by a
regression test.
- No production deployment was performed.

## Risks

- Migration 0281 adds three trigger columns and a test-receipt table. It
is additive and safe to reapply. Apply it before running the new server.
Existing triggers remain live by default.
- Requests without delivery IDs are new events after activation. Senders
must reuse an event's delivery ID for retries.
- Completed webhooks keep normal dispatch behavior. Their management
connection check can start work; the UI states this.
- Removing a trigger archives it. Undo restores the URL and credentials.
Permanent deletion remains available through the existing API.
- Public ingress must remain restricted to the delivery POST route. The
tenant verifies credentials. Cloud sleeping-stack behavior is unchanged.
- Shared setup components also serve Slack. Existing setup contracts and
navigation tests cover that integration.
- Senders must use application/json with an object. Other media types
receive 415.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser testing. The exact deployment model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 10:49:05 -05:00
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections let people start and continue that work from Slack.
> - Setup mixed app creation, credentials, URL verification, account
linking, and testing on the same screens.
> - People also needed a safe way to link their own Slack identity after
the first operator finished setup.
> - This pull request gives each step a clear place and keeps membership
approval separate from identity linking.
> - It also makes connection details easier to use and fixes misleading
callback health behind HTTPS proxies.

## Linked Issues or Issue Description

**Subsystem affected**
Cross-cutting: chat routes and services, shared contracts, and the Apps
board UI.

**Problem or motivation**
Slack onboarding made users find settings without enough guidance. A
second user needed operator help to link their account. Activity stopped
at 100 records, and TLS termination could mark working callbacks as
stale.

**Proposed solution**
Use six setup steps with editable app names, a generated manifest,
credential guidance, URL verification, account linking, and an optional
message test. Send each Slack user a private, expiring confirmation
link. Require company membership or an approved access request before
linking. Add cursor pagination and tolerate the internal HTTP hop in
callback diagnostics.

**Roadmap alignment**
This improves the existing connected-app surface and supports CEO Chat
without changing the task-and-comments model. The maintainer requested
and reviewed the flow during a live Slack test drive.

**Additional context**
Related work: #7, #3349, #13000, and #13620. Those cover broader chat
capabilities, older webhook paths, or plugins. This PR improves the
existing native connector's setup and account-linking flow. HTTPS
documentation was published separately in
paperclipai/paperclip-docs#128.

## What Changed

- Split Slack onboarding into six clickable sidebar steps. Keep
secondary and primary actions on one row.
- Generate the Slack creation link and read-only manifest from editable
app, bot, and command names. Add credential prefix validation and direct
instructions.
- Add live account-link status and an optional mention-based message
test.
- Add private, single-use Slack account invitations and membership
access requests. Retain cloud authentication/bootstrap checks and
enforce the chat rollout flag in all identity APIs. Default new Slack
connections to linked users only.
- Put Settings, Access, Conversations, and Activity in the sidebar.
Simplify conversation rows and remove active header badges.
- Add 25-item activity pages, stable timestamp/ID cursors, and replay
safety across pages. Preserve the legacy array API for clients without
pagination parameters.
- Fix false callback warnings when HTTPS terminates at a proxy. Keep
host, port, and path drift detection.
- Document the setup flow, pagination, callback diagnostics, and shared
wizard footer rule.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed: focused Slack callback and pagination integration tests; UI
clipboard, wizard, pagination, and activity tests; OpenAPI route tests.
The final access-gate fix also passes 27 focused tests covering cloud
authentication/bootstrap, nonmember invitations, token validity, and the
server-enforced rollout flag.
- Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11
provider browser scenarios (including mobile light/dark navigation).
After rebase, the identity route, sidebar, and 25 clipboard tests pass.
- The full local `pnpm test:run` was attempted. The first run found 14
Slack fixtures that needed explicit guest access; those are fixed and
the complete chat suite passes. Unrelated embedded PostgreSQL
startup/resource failures and timeouts prevented a clean full local run.
All CI checks pass on `2d858b036`, including the full chat, server,
workspace, build, typecheck, and browser suites.
- Live test drive: Slack app creation, credential setup, URL
verification, private account confirmation, mention messages, and thread
replies. Verified the callback warning clears for the existing proxied
connection.
- Review: create a Slack connection, follow the six steps, link a second
user's account, and browse older activity with Next and Previous.

## Risks

- Identity invitations carry a temporary capability. Tokens are hashed,
expire after 15 minutes, work once, and require explicit confirmation by
a company member. Access requests do not grant membership.
- New Slack connections reject unlinked people by default. Existing
connection settings remain intact.
- Activity is a live ledger. Updated action rows can move forward in
time. Older pages do not poll.
- Proxy tolerance affects health display only. Slack signature checks
and proxy authentication settings remain unchanged.
- No database migration or package-lock changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build 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 (targeted suites; full
local-run limitations 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>
2026-09-18 17:23:53 -05:00
DottaandPaperclip 9fd2e50310 feat: create company skills from runner tasks (#13538)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Runner gives agents tools to change company resources.
> - Users need agents to save reusable skills during a task.
> - A saved skill needs a visible result that users can inspect and
edit.
> - This pull request adds `create_skill` and a task feed card linked to
Skill Studio.
> - Users can open the saved skill from the task and edit the same
resource.

## Linked Issues or Issue Description

**Subsystem affected**

Runner tools, company skill storage, task feed, and Skill Studio.

**Problem or motivation**

The Runner has no dedicated tool to create a company skill. A user
cannot follow a creation result from the task feed to the saved skill.

**Proposed solution**

Add a company-scoped `create_skill` tool. Save the skill with the
existing company policy. Add one creation card to the task. Open a named
sidebar tab from that card. Let the user open the same skill in Skill
Studio.

**Alternatives considered**

An agent can write a local file, but that file is not a company skill. A
second document copy in the task would become stale after a Studio edit.
The sidebar therefore reads the saved skill directly.

**Roadmap alignment**

This extends the shipped Skills Manager, Skill Studio, and Skills Store
milestone. The maintainer requested and approved this scope. Search
found no duplicate `create_skill` PR or issue. Related UI validation
work: #8715. This PR does not change that validation display.

## What Changed

- Add the real Runner tool, its contract, and its mock implementation.
- Validate the complete SKILL.md and derive company, task, agent, and
run identity from authentication.
- Apply the existing company skill policy. Do not assign the skill to an
agent.
- Make keyed retries return one skill and one creation event. Reject
conflicting retries.
- Make concurrent file creation safe. Never replace an existing
published skill during creation.
- Add a creation card, a named sidebar tab, and an Open in Skill Studio
action.
- Show saved Studio edits when the user returns to the task.
- Add storage, policy, mode, retry, UI, and Product E2E tests. Document
the tool.
- Fix deleted-name reuse, onboarding panel persistence, immediate feed
refresh, and mock validation parity from review.
- Serialize Studio file edits and renames with skill deletion and
recreation. Reject stale editor requests before they can change a
replacement skill.
- Generate the standalone mock parser and validator from the production
contract. Use portable UUIDs so the browser scenario bundle builds.

## Verification

- All latest-head PR checks pass on `145dd76a5`, including all server
shards, browser E2E, Runner verification, build, typecheck, and release
dry run. Greptile: 5/5 with no open findings. An interrupted CI runner
was retried successfully.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm check:token-gates`: passed.
- Review regressions: 73 storage tests, 6 real API tests, 63 UI tests,
and 61 semantic runtime tests passed. Parser synchronization passed.
- CI exposed existing fire-and-forget Sentry test races. Reproduced the
resumption race locally, then synchronized the related sweep and
finalizer assertions on the actual report; all 27 tests across the three
affected files pass.
- Runner scenario browser build and strict content-security-policy
check: passed.
- Runner suite: 2,012 tests passed; 10 skipped.
- `pnpm test:run`: the general-server batch had 12,416 passes and two
failures. The old tool-count assertion was fixed; all 16 authority tests
then passed. The chat webhook test had a socket error; it passed four
isolated reruns.
- Both workspace test groups passed. The isolated route suites
completed. Two socket failures in the initial route batches passed on
individual reruns; all remaining 61 files passed.
- Product E2E `create-skill-studio`: passed with local Codex and local
ACPX Claude.
- Manual browser test: submit a task, observe the real tool call and
creation card, open the sidebar, edit in Studio, save, and return. The
task reached Done. The saved second revision and sidebar tab survived a
server restart.
- The new companion headless Runner Eval passed. Companion coverage PR:
https://github.com/paperclipai/paperclip-evals/pull/23. Daytona was not
run because no immutable runner image was configured.

## Risks

- Database writes and local file writes cannot share one transaction.
Recovery accepts only an exact file-for-file retry after a database
rollback. Conflicting files remain untouched.
- The sidebar displays the current skill. The feed card remains the
historical creation receipt.
- No database migration, dependency, or workflow change is included.
- Remote Daytona behavior still needs a run with a configured immutable
image.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) handled design, integration, review, and
browser verification. OpenAI `gpt-5.6-luna` assisted with bounded
implementation and eval work. Both used code execution and tool access.
The host did 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>
2026-09-16 13:01:58 -05:00
DottaandPaperclip 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Self-hosted boards need a way to show occasional product
announcements.
> - An app release should not be required to publish or withdraw a card.
> - Native card controls keep publishing consistent; the hero can use a
static image or isolated HTML/CSS animation.
> - This pull request renders a validated JSON feed with native
components.
> - It stores dismissals per account on each instance, so a closed card
stays closed across companies and browsers.
> - Named staging feeds let authors test content before production
publication.

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

Operators need a small, optional announcement card. Users need reliable
dismissal state. Authors need to test remote content without changing
the production feed.

**Proposed solution**

Add one non-modal AnnouncementWell. Fetch validated JSON and
content-addressed media through the instance server. Keep card controls
native, with optional sandboxed HTML/CSS animation in the hero. Use
stable announcement IDs for dismissal, an explicit empty manifest and
quiet 404 handling. Provide a staged publishing helper and isolated
test-drive guide.

**Alternatives considered**

Hosting the entire card as a page would move navigation and dismissal
into remote content. This change limits HTML to a scriptless, isolated
visual hero and keeps controls native. Browser-only storage would lose
dismissals across browsers, so the instance stores account preferences.

**Roadmap alignment**

ROADMAP.md has no overlapping announcement feature. A GitHub title
search found no related announcement pull requests. This work implements
a maintainer-requested feature.

## What Changed

- Add shared feed types, strict validation of every object, supported
routes, expiration and version checks.
- Add a board-only current-feed API, constrained media proxy, and
idempotent dismissal API. Store the first dismissal and its company
audit entry in one transaction.
- Cache upstream data for one hour. Use conditional requests, request
deduplication, response limits, public destination checks, and a
three-second deadline. Treat a remote 404 as an empty feed with a
fifteen-minute retry cooldown.
- Keep announcement visibility stable when focus moves to browser chrome
or another app pane; only tab visibility starts a return check.
- Add a responsive native announcement card. Respect onboarding, dialogs
and toast placement. Sync pending dismissals across tabs and retry after
reconnect or return.
- Add idempotent migrations for dismissals and validated publication
IDs, design-guide examples, static and animated Storybook examples, and
focused tests. The publication registry supports offline retries without
accepting caller-invented IDs.
- Add HTML/CSS animated heroes with static posters, automatic playback,
reduced-motion handling, strict DOMPurify validation, an empty iframe
sandbox and CSP that blocks scripts/network resources.
- Add validated staging publication, content-addressed assets, an empty
production manifest, preview fixtures, and authoring/operator
documentation.

## Verification

- The preceding implementation passed 98 targeted
shared/server/publisher/route/OpenAPI/UI tests and 127 tests including
the master rebase. The playback-control removal passes all 21
announcement UI tests, covering the rendered sandbox, fallback, reduced
motion, dismissal and slow/stale state lookups. The preceding
shared/server tests cover HTML validation and response sandbox headers.
- The playback-control removal passes UI typecheck, production UI build,
Storybook build and token gates locally. Browser verification confirms
the animated card has only its dismiss button and two links, with no
page errors. The full canonical CI matrix passed on current head
`00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two
optional Storybook deployment checks skipped. This run needed no
retries. Greptile reviewed this same head at 5/5 with no outstanding
findings.
- The local canonical general-server run passed 12,063 tests before
reporting embedded-PostgreSQL startup failures in an unrelated fixture.
All 31 tests in that fixture passed across isolated retries. The UI
group passed 6,219 tests and other workspace groups passed 3,201; two
CLI database-startup failures also passed individually. Serialized
server suites were verified by the full CI matrix rather than repeating
them locally. No source changes were needed for these environment
failures.
- The real S3/CloudFront staging manifest and both media asset headers
were verified. Production remains empty/unpublished. The guide
distinguishes the preview host's disabled edge cache from production
cache requirements.
- In the isolated test-drive, the animation visibly moves without
playback controls. A 390×844 browser viewport keeps the card above
navigation. Reduced motion makes no animation request. Both themes
render correctly and browser page errors are empty. Browser fault
injection verified that scripts cannot execute and CSS cannot make
network requests; a missing animation leaves its poster and controls.
- Refresh leaves the animated card visible. Closing it persists after
reload and the API returns null. Earlier live checks verified dismissal
across browsers, company-relative CTA navigation, modal
deferral/restoration, and new-ID eligibility after restarting the same
database.
- The deployed empty feed and a real remote 404 return HTTP 200 with
null from the board API, with a usable dashboard and no announcement
popup or browser warnings.
- Authoring documentation covers staging, animated HTML constraints,
test-drive, withdrawal, ID reuse and cache-refresh steps.

## Risks

- Animation supports self-contained visual HTML/CSS and inline SVG,
without JavaScript or external resources. A static image is required.
Older builds that do not recognize the optional animation field quietly
hide that unsupported feed.
- The default feed makes an outbound request from an instance when a
board is used. Operators can disable it. Requests contain no account
IDs, company data, cookies or interaction events.
- Feed publication and withdrawal can take about 65 minutes to reach
returning users because of CDN and instance caches. Expiration also
removes visible cards locally.
- Dismissals follow an account within one instance. No-login instances
share the existing local-board identity. Separate installations do not
share state.
- Both tables are additive. A unique key prevents duplicate dismissals;
the transaction prevents duplicate first-dismissal audit entries. The
publication registry retains only validated IDs. AGENTS.md and the
implementation spec document the required exception to company scope for
these instance-level records.
- Publication was limited to separate public staging prefixes on the
existing preview host. Production remains empty/unpublished. No AWS
policies or infrastructure were changed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and
context-window size are not exposed in this session. Capabilities used:
reasoning, code editing, shell execution, tests, browser interaction,
and tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 10:19:54 -05:00
DottaandPaperclip 422287eecd fix: preserve runner recovery, warm sessions, and task outcomes (#13338)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native runner connects task messages, provider execution, and
task outcomes.
> - First-time user tests exposed gaps in recovery, completion
permissions, message delivery, and Stop behavior.
> - These gaps left usable output hidden, completed work waiting for
bookkeeping, or safe work unable to continue.
> - This pull request fixes the shared lifecycle and receipt paths while
preserving process ownership and action checks.
> - Users can continue work with accurate task state and durable
messages.

## Linked Issues or Issue Description

**What happened?**

A stopped local Codex execution could remain blocked even after its
processes had stopped and its complete transcript proved that no
external action needed replay. Claude under Conservative permissions
could fail to call task completion tools. Recovery could reuse an
assistant item ID and overwrite prior output. A delivered comment could
remain marked uncertain after navigation. Stop could look like Pause or
a new recovery incident. Workspace contention could look like
cancellation. A direct reply reopening Done could enter a clarification
loop.

**Expected behavior**

Recover automatically only with verified termination and complete action
receipts. Preserve answers and messages. Keep task completion available
under Conservative permissions without broad tool access. Show crashes
as Blocked, actual human decisions as In Review, and ordinary workspace
contention as waiting. Stop the current response and allow a new
direction.

**Steps to reproduce**

1. Create ordinary response tasks with local Codex and Claude Code, then
send follow-up messages through the task composer.
2. Interrupt a disposable local Codex runner during text-only work.
Verify automatic continuation and retained output.
3. Stop a response, send a new request, answer a clarification, and
reopen completed work with another message.
4. Navigate or reload while a comment submission is pending. Confirm the
exact persisted request receipt settles it without removing newer draft
text.
5. Run two tasks in a shared Daytona workspace. Confirm waiting does not
appear as failure.

**Paperclip version or commit**

Initial acceptance baseline: `c9021c6721f91e2c74bd9fee9d3fd41c999d17b7`.
Current integration base: `6cef9743c`. Both operator-interruption and
workspace-waiting guards are preserved; native restart and legacy
permission rules remain documented.

**Deployment mode**

An isolated source-built test-drive instance, with real local Codex and
Claude Code providers and disposable Daytona environments.

Related work: #13314, #13316, #13327, #13344, #13239, #13254, #13163.
This PR addresses additional failures from ordinary task journeys,
including controller restart handoff and repeated warm sandbox setup.
Historical task status reconciliation is excluded.

## What Changed

- Persist runner ownership immediately at spawn and resume an explicitly
adopted runner even when the controller crashed before the first driver
checkpoint. Detach the controller safely across graceful restarts,
including session startup. Prevent an old finalizer from suspending or
signaling an adopted runner. Checkpoint idle warm sessions before
shutdown. Preserve the same run and queued follow-up messages.
- Scope saved legacy queue successor checks to the queue owner while
preserving ordinary task locks, operator identity, assignment gates, and
exactly-once delivery.
- Preserve managed Codex credential files when an old session is
detached for restart; normal owned cleanup still copies refreshed auth
back and removes the scoped copy.
- Reuse the bound warm shared sandbox and fully verify an existing
staged provider pack before using it. This avoids repeated uploads when
the pack is already valid.
- Add a narrow local Codex replacement path with stopped-process proof,
a closed transcript inventory, exact completion receipts, and
fresh-session lineage. Preserve no-replay holds when evidence is
incomplete. Recovery may clear only the same run's recorded Blocked
status version; manual re-blocking and dependency changes invalidate
that receipt, while queued comments do not. Later blocks stop scheduled,
queued, and final dispatch; queued/final checks re-read dependencies
even when the task status stays In Progress.
- Permit only task delivery and human-input tools through the isolated
Claude runner's exact task bridge.
- Scope assistant item identity to the provider turn and ignore only
authority-free Codex skill-change notifications during startup.
- Reconcile composer submissions by client request ID across response
loss, navigation, and reload. Retain text typed during delivery.
- Keep acknowledged run-only Stop neutral and show workspace contention
as waiting. Project exhausted native failures as Blocked.
- Restore the guarded task-page retry action for failed legacy runs,
including the server-supported explicit new-attempt path for stopped
conversation adapters. Preserve native/process recovery holds and avoid
promising Retry while a decision or execution gate hides it.
- Refresh delivered artifacts and handle direct user replies that reopen
completed work without a clarification loop.
- Check the embedded PostgreSQL PID, data directory, and actual port
before connecting or migrating.
- Document accepted behavior and add focused regressions at lifecycle,
route, transcript, and UI boundaries.

## Verification

- Final head `fece606ac2` passes the complete GitHub CI matrix: **34
green checks, two expected Storybook skips, no failures or pending
checks**, including `ci / verify`, `ci / e2e`, full runner verification,
typecheck, build, every server/workspace shard, and all browser shards.
[CI
run](https://github.com/paperclipai/paperclip/actions/runs/34727183287).
Greptile is **5/5 with no open findings**. The final two commits only
refine test fixtures; both affected suites pass 24/24 locally and in CI,
with server typecheck green.
- Complete local Vitest coverage uses the canonical groups/shards: all
635 general server suites, all 145 serialized suites, and all workspace
packages. The aggregate began on `0a8001c18` while the final queue fix
arrived: 23,903 passed, five failed, 87 skipped. The five
port/socket/timing failures passed unchanged in follow-ups (60 tests in
the exposure/file suites and 412 tests covering the serialized failures
and unrun tails). The final queue/operator-identity suites separately
passed 52/52. This is aggregate coverage plus explicit reruns, not a
pristine single-command final-head run.
- After integration with current master,
queue/operator-identity/continuation suites passed 162/162 and affected
UI suites passed 140/140. ACP Stop/continuation and legacy
task/Inbox/message browser suites passed 9/9, including both task
recovery Retry and thread Try again, automatic saved-message delivery,
exactly one new run, Done, and retained output after reload. The default
process Stop/Pause/Resume browser case passed (the native-provider case
is opt-in and skipped by default). The complete Board attachment/receipt
browser suite passed 11/11 on a disposable instance, covering both
composers, exact receipts after lost responses, no replay, bound
attachments, and newer drafts after reload.
- Blocking-intent regressions cover pre-existing Blocked, a mismatched
run/cause, an explicit manual re-block, changed dependencies, a queued
comment after failure, and a block arriving between scheduling and
provider dispatch. The negative cases reproduced before the fix. All 478
affected executor/recovery/dispatch tests passed; both database suites
ran separately after availability-probe skips in the first combined
command. The final late-dependency check passed all 143 affected
recovery/dispatch tests (zero skips) after two new negative cases
reproduced the bug.
- Focused runtime regressions cover awaited runner ownership
publication, authenticated adoption before the first checkpoint,
old-finalizer detachment, idle and busy warm-session shutdown, rejected
checkpoint propagation, provider-pack verification, and managed-Codex
credential preservation. Four managed credential detachment cases
reproduced the bug before the fix; normal owned cleanup still succeeds
exactly once.
- Live local Claude: SIGKILL 2.6 seconds into startup recovered the same
run automatically in 53 seconds, then a normal follow-up completed in 24
seconds. SIGTERM 2.5 seconds into startup preserved the same run (54
seconds) and its queued follow-up (21 seconds). Answers remained visible
and the task reached Done.
- Live Claude Daytona: a warm follow-up retained its sandbox and fell
from 121 seconds to 44 seconds. A separate cold turn took 127 seconds;
after controller shutdown and checkpointing, its follow-up completed in
33 seconds with the same sandbox, workspace, native session, and runner.
Both answers remained visible and the task was Done.
- Other live journeys covered task completion and follow-up with local
and Daytona Codex, local Codex crash recovery, Stop then new direction,
clarification response, live artifact refresh, and shared-workspace
waiting.
- Validation limits: the opt-in native composer Stop/Pause→subtree
Resume fixture exposes terminal/result ordering and subtree-cancellation
attribution bugs that can leave a child task blocked; that new finding
is assigned to a separate follow-up and is not claimed fixed here.
Default CI skips this optional native-provider fixture. Managed-Codex
credential handoff and the queue-agent integration use automated
regression evidence. Cold custom provider-pack uploads still add startup
latency.

## Risks

- Automatic replacement remains deliberately narrow: local Codex,
verified stopped identities, unchanged retained state, and a complete
text/completion-only turn. Unknown actions, partial history, or changed
ownership remain blocked.
- Claude completion permission handling changes an upstream package
patch. The exact isolated task bridge must remain pinned; unrelated
tools keep their existing permissions.
- New task failure projection changes user-visible status. No historical
status backfill or database migration is included.
- This is a broad lifecycle fix across server and UI. Live proof covers
graceful local Claude restart during startup and idle Claude Daytona
session recovery across controller shutdown. Live abrupt SIGKILL during
local Claude startup also recovered the same run. Unknown ownership or
missing action evidence still blocks reuse. Cold custom provider-pack
uploads still add startup latency; this change avoids unnecessary repeat
uploads.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, code execution, browser
automation, and tool use. The exact hosted model ID and context window
are not exposed in this task.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 19:41:15 -05:00