670 Commits

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Author	SHA1	Message	Date
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
DottaandPaperclip	92b238137b	Connect and configure GitHub Copilot through Apps (#15705) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps and AI Connections store credentials and govern access to agent runtimes. > - Users need a supported saved-token connection and config values that survive save and reopen. > - The release must preserve saved-token access and task lifecycle guarantees. > - This pull request will connect Copilot through the normal Apps and AI Connections path. > - The benefit is a reviewable part of the Copilot production release. ## Linked Issues or Issue Description Refs #15701 and #15703. Supersedes setup work in #15562. Base: #15703. Next: #15706. ## What Changed - Require configuration update authority before Copilot credential-bearing model discovery; default to the saved environment and preserve explicit selection for editors. - Keep Copilot discovery passive during reconnect reconciliation; refresh on explicit opening, account/environment changes and reconnect. - Add GitHub AI token connections with encrypted storage, ownership, grants and audit logging. - Keep repository access separate from Copilot runtime authentication. - Probe the selected environment without sending a model prompt and preserve authenticated model selection through save/reopen. - Keep fresh execution admission consistent with normal Copilot setup; persist task model choices without changing provider or permission policy. - Refresh authenticated models after reconnecting the same saved Copilot account, including recovery from a previous authentication error. - Apply the additive provider-default constraint migration through the normal generated migration workflow. ## Verification Runtime #15701 is merged at `d855e550ad8d2a267312983f26457aabf5393c3a`. History #15703 is merged at `df80616d98119cbf5abd40549794d9980a5fabf6`. Remaining source [`42bcbd61299655f7e37aabe6bb5f19bba770ad1d`](https://github.com/paperclipai/paperclip/commit/42bcbd61299655f7e37aabe6bb5f19bba770ad1d) contains the four-file authorization repair. The remaining PR trees preserve six nonoverlapping files from the newer public mainline managed-settings fix and the CI-owned lockfile. No unrelated provider is enabled. The security finding is repaired: existing-agent discovery requires `agent_config:update` before connection selection or token resolution. The saved environment is the default. Authorized editors can select a prospective environment. Both denied board-viewer and agent-reader regressions fail on the original source. All49 route tests and server typecheck pass with the fix. Denied requests perform no connection selection, credential resolution or probe. Current-head security scans pass on both remaining PRs; the repaired thread is resolved. Copilot CLI1.0.88 and profile47 retain digest `sha256:55044aa235e88b3fe36ec8a556ee1e3382590870aab907e4462ef7d64af49cea`. The [qualification record](https://github.com/paperclipai/paperclip/blob/42bcbd61299655f7e37aabe6bb5f19bba770ad1d/doc/plans/2026-10-20-copilot-qualification-v47.json) reports20/20 Product cells,154 assertions and7/7 protocol cases,46 assertions against frozen normal installed source `c2616370800f5f6df45246b0890ba35a7cd2faab`. The exact qualification model is `gpt-5.6-luna`. Every passing Product case confirms cleanup. Original failures remain recorded; automatic behavior retries are disabled. The route-only authorization repair changes no bound runtime/profile bytes and does not relabel the frozen campaign. The ordinary installed remote journey passed saved-token selection, model discovery, normal UI save/reopen, metadata-only Test, completed task, accepted receipt and exact19-byte browser download. An open model catalog caused no additional discovery requests during117seconds. Actual installed runtime smokes passed on macOS ARM64, macOS x64 under Rosetta and native Linux x64 on Daytona. Raw token browser entry was not exercised; encrypted connection creation used the normal API. The first Daytona file attempt timed out during delayed semantic dispatch; its precise stalled layer remains unresolved. Independent ordinary remote delivery and the other19 Product cells passed before one instrumented recheck passed8/8 with unchanged source,prompt,assertions and deadlines. No causal latency repair is claimed. Before the authorization repair, all four final PR heads passed required verify/E2E and fresh Greptile5/5 reviews with zero unresolved threads. Current-head CI/review is running for the two repaired heads. Local focused checks retain129 connection,59 runner,72 shared-eval and88 recovery/workspace passes, plus migration safety and token gates. The additive Copilot migration is361; released master history is preserved. [Cloud normal-package run39414239704](https://github.com/paperclipai/paperclip/actions/runs/39414239704) builds the pre-security source4f3f. All four native producers and Linux package assembly pass; the final clean installed consumers are finishing. All18 retained archives match their hashes;37,863 regular files contain zero selected credentials. That package does not contain the later route repair. The actual final published package must include it and pass the local/Daytona live canaries. The frozen Daytona image remains published and independently verified. No separate full-image scan is claimed. Docker builds run in the cloud. **Remaining:** current-head CI/review, setup and qualification merges, final publication, and ordinary local/Daytona canaries against the actual shipped package. The user explicitly authorizes the maintainer review override; CI remains a merge gate. No production deployment is claimed. Provider USD remains unknown and GitHub-attributed. ## Risks Bad credentials, missing entitlement, runtime installation and unavailable models must remain distinct failures. A connection must not adopt ambient credentials. The constraint migration changes accepted provider values, with no credential-storage migration. Current-master NewAgent fixture extraction is retained. Copilot cases use that shared support and test both passive discovery and explicit reconnect under the same setup lifecycle. The onboarding retry regression shares the component suite’s saved-connection, authenticated-model, draft, agent-list, hire and render lifecycle fixtures. Keeping it beside the existing onboarding failures makes adoption versus duplicate hire observable under the same lifecycle; this is the concrete cohesion reason for the existing large test file. ## Model Used OpenAI Codex, based on GPT-6. The exact serving model ID and context window are not exposed in this task. Used for code changes, review and tool-assisted verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] 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 07:02:22 -05:00
DottaandPaperclip	bc091f0a21	fix(recovery): recover retained workspaces before saved messages (#16906) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stopped run can leave useful files in its original sandbox. > - The server keeps that sandbox when it cannot confirm file copyback. > - The task can then save new user input but offers no safe way to recover the files. > - A retry of the old agent turn can repeat work that already finished. > - This pull request recovers files through the existing workspace owner and delivers only saved human input. > - The user can recover a task without certifying infrastructure facts or losing completed work. ## Linked Issues or Issue Description Refs #16883 and #16835 for publication receipts and verified process termination. Related: #16478 clears stale holds after copyback already succeeded. This change performs the missing export and records its proof. #16901 manages the main GitHub response comment and does not perform workspace repair. **What happened?** A failed run retained its workspace. A later user message stayed saved behind a file-repair hold. The task asked the user to verify process termination and file recovery but offered no repair control. Sending a message could show an optimistic Working state and move the task to Todo before admission succeeded. **Expected behavior** The harness should recover the original files when it can prove ownership and termination. It should preserve newer edits and completed operations. Only waiting user input may start another turn. Missing evidence must keep the source held with a specific explanation. **Steps to reproduce** 1. Interrupt a sandbox run before workspace finalization succeeds. 2. Retain its exact allocation and save a user follow-up. 3. Observe the file-repair hold and missing end-user repair path. ## What Changed - Add source-bound background recovery for native and legacy runs. An accepted native result is not required. - Share the physical copyback lock and durable owner. Resume only the exact stopped allocation, export files, verify persistence and obtain a fresh stop receipt. - Persist retry limits and idempotent requests on the existing recovery record. Limit each server to two background exports. Add an indexed candidate scan and a separate cleanup obligation. - Add a task-editor recovery endpoint. Deny agents and viewers. Reject caller-supplied stop or repair claims. - Deliver waiting human input once through ordinary admission. Preserve pause, approval, budget and assignment gates. Require historical conversational-adapter evidence for legacy-to-Runner continuation. - Include exact GitHub publication receipts in continuation context. Preserve unknown effects and the original failed run. - Show observed recovery progress, a transient-failure retry action and specific service blockers. Keep saved messages visible. Suppress false startup feedback and implicit Todo promotion behind a file hold. Hide unavailable workspace links. - Update execution semantics, capability maps and production-component stories. ## Verification - Red: the original read model failed the new recovery-progress assertion; the other 23 checks in that file passed. - Passed: recovery regressions with 28 cases with real PostgreSQL, files, tar and Git operations. Lifecycle provider calls are controlled test boundaries. Coverage includes native/legacy export, concurrent owners, rollback after export, interrupted archive export with a new database connection, lost replies, historical discovery, durable retry limits, separate cleanup and saved-input delivery. The actual candidate query uses its partial index with 3,000 unrelated history rows. A first automatic repair can bind verified old-controller stop proof without an accepted native result. Review also reproduced and fixed export-only continuation and cleanup lost after a committed repair. Cleanup remains discoverable without waiting input and after task reconciliation. - Passed: two GitHub integration cases verify that continuation context carries the existing publication receipt and does not write another response. Company and task boundaries are checked. - Passed: 293 continuation, workspace-sync, platform-receipt and OpenAPI checks. After file repair, actual dispatch retains pause, cancellation, approval, real budget-policy and assignment gates. - Passed: 174 route checks, including editor admission, agent/viewer denial and rejection of fabricated repair claims. - Passed: 351 task detail, workspace properties and comment-reopen checks after updating the new read boundaries and asynchronous workspace-link expectations. Two new route cases keep held tasks Blocked when a comment is saved. - Passed: 265 task-thread and recovery-notice checks. The broader continuation suite also passed; its new legacy migration case first exposed a gap that the focused recovery suite now covers. - Passed after rebase: `pnpm -r typecheck` and `pnpm build`. The later master merge adds an unrelated permission migration; recovery migration generation and safety checks passed after the merge. - Passed: token gates, module boundaries, map structure and migration checks. The recovery index is migration 0360 after current master. - Browser: inspected the production recovery component and its retry-to-queued transition with fixture data. The first dev dependency load failed; a reload after optimization resolved it. This is UI evidence, not a live provider recovery claim. - Every test shard passed on final commit `bbbc09efb4`. The older local `pnpm test:run` was stopped after the complete CI test matrix passed. Local full typecheck and production build passed. The first CI build compiled and booted, then lost its runner during the clean public npm-install check. An isolated retry passed the build, production boot and clean public npm-install verification. - Greptile reviewed final commit `bbbc09efb4` at 5/5. All review threads are resolved. - The change is not deployed. Hosted recovery remains unverified until the served revision includes this change. ## Risks - Recovery crosses process, provider and persistence boundaries. Missing or mismatched ownership, stop, descriptor or file evidence keeps the hold. It never selects a replacement allocation or silently starts over. - File recovery does not certify external action outcomes or authorize replay. New input still uses normal execution admission. - Historical sources without sufficient durable evidence can remain blocked. Destructive reconstruction stays separate. - The index migration is idempotent. It changes no task data. Snapshot pruning follows repository policy. ## Model Used OpenAI Codex, `gpt-6.1-sol`, with code execution and browser tools. `gpt-6-astra` assisted earlier investigation. The runtime does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 21:51:46 -05:00
3 people	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
TonioandPaperclip	f4d21e2b84	fix(ui): style the offline recovery screen (#16904) ... Style the offline recovery page with the supplied character, embedded token-based CSS, and accessible reload action. Include the production-build fixture regression fix. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-19 15:12:55 -07:00
DottaandPaperclip	e6dcd1e8e9	feat: add Commentary to Audit with filters and shareable messages (#16884) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents can submit suggestions and complaints while they work. > - Operators currently need database access to read those messages. > - That makes it hard to find feedback from one agent or share a specific message. > - This pull request adds a standard Commentary tab in Audit. > - Operators can filter messages, browse 50 at a time, and share links to full message dialogs. ## Linked Issues or Issue Description Refs #15367, which added feedback storage and agent submission. The duplicate search found no open PR for a commentary reader. **Subsystem affected** Server, shared API contracts, and the board UI. **Problem or motivation** Agent suggestions and complaints are stored but have no board reader. Operators must query the database to inspect feedback. **Proposed solution** Add Commentary to Audit without an experimental toggle. Show previews, agent and message-type filters, text search, and 50-message pages. Opening a row updates the URL. A copied URL opens the full message with its agent, task, and run context. **Alternatives considered** Direct database queries remain useful for operators, but do not provide a normal product workflow. An experimental setting would add setup to a read-only audit page. **Roadmap alignment** This completes the operator view for the existing feedback feature. It supports human oversight and does not change agent execution or task ownership. ## What Changed - Add company-scoped, board-only list and detail endpoints with audit permission and source-task privacy checks. - Return bounded previews and counts. Fetch full bodies only when a message opens. - Add the Commentary tab, search, filters, 50-row pagination, and URL-based selection. Audit tab destinations work in both layouts, with a classic sidebar entry for Commentary. - Add production Storybook examples for populated, filtered, linked, long, paginated, empty, loading, failed, denied, mobile, and light states. - Update API documentation and the feature and agent access maps. ## Verification - Final head `abc4a251c14cfbfec007542214beec528f2b18bf`: 55 checks pass; two conditional Storybook checks are skipped. The PR workflow is successful. Greptile is 5/5 with all findings resolved. - Focused database, HTTP, submission, OpenAPI, and UI regression tests cover company isolation, task privacy, filter bounds, 50-row pagination, and copied message links. - Browser Storybook journeys cover row opening, direct links, combined filters, search, and pagination. Storybook uses synthetic API fixtures; database authorization is tested separately. - Token gates, feature maps, and Storybook catalog validation pass. - `pnpm -r typecheck`, `pnpm build`, and `pnpm build-storybook` pass on the rebased branch. All 80 focused tests and all 37 Audit tests pass, including the real App route table in both layouts, task grant/revocation through HTTP, deleted-task privacy, and URL UI regressions. The full suite passes in the parallel PR CI matrix. The local serial full-suite run was stopped before completion after checking the recorded 94-minute serial duration. Local focused tests, workspace typecheck, production build, and final server/UI checks pass. - The linked-message Storybook test initially asserted against the loading dialog. It now waits for the message body; both direct-link and row-open journeys pass. - Native and legacy deleted-task privacy regressions failed before the fix and pass afterward. The reader checks the run task binding after the task foreign key clears. - A rapid search-then-agent-filter browser regression reproduced the search overwriting the selected agent. The pending search now restarts when URL filters change. The same browser test passes with both filters applied. - CI found two existing AuditHub assertions that still expected five tabs. They now assert the six-tab model and selected-company Commentary rendering. All 37 Audit tests pass. All other test and build jobs passed before this test-only correction. - The [agent-chat attachment browser test](https://github.com/paperclipai/paperclip/actions/runs/39307881171/job/118250189664) timed out waiting for an attachment preview. The [same shard passed on the prior head](https://github.com/paperclipai/paperclip/actions/runs/39306658703/job/118245498343) with identical application code; the intervening change only updates AuditHub unit tests. The single retry passed on the same head. The precise cause of the earlier failure remains unconfirmed. ## Risks - Commentary may contain sensitive task context. The reader requires board access and audit permission, and filters source-task visibility before returning previews, counts, or full bodies. - Text search scans stored message bodies. Pages are bounded and full bodies are fetched on demand. - Offset pagination can shift if new messages arrive while paging. Ordering uses timestamp and ID for stable ties. - No database migration or agent submission behavior changes are required. ## Model Used - OpenAI Codex, GPT-6 family, with reasoning, tool use, browser interaction, and code execution. The exact backend model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 14:21:13 -05:00
DottaandPaperclip	8193abb936	feat(claude): default qualified macOS and Linux targets to Paperclip Runner (#15997) ... ## Thinking Path > - Paperclip must run the selected agent on its selected host. > - Claude needs verified packages for each supported target. > - A Mac controller must select the correct Linux provider pack. > - New defaults must follow package and execution evidence. > - This PR adds Claude platform packaging and target-specific pack selection. > - Existing Codex Linux ARM64 behavior remains intact. ## Linked Issues or Issue Description Refs #15683. This PR depends on #15993 and #15994. Related scope: #15422 and #15224. ## What Changed - Reuse the merged four-target daemon producer/consumer matrix. Add target-owned Linux provider packs and carry their immutable identities through release assembly and vendoring. - Reuse master’s landed pinned Claude SDK ARM64 executable admission and retain package-integrity, architecture and no-follow admission. - Select target-specific remote packs so Mac controllers can use Linux hosts without a development pack override. - Preserve read-only runtime context on SSH startup and resume without accepting unverified old content. - Check ordinary installed Claude readiness without injected package authority. Retain Codex and Linux x64 consumer checks. - Extend Claude automatic target selection for the remaining qualified package targets. Retain unsupported-platform and external-override behavior. - Qualify managed Daytona snapshot names through provider IDs during Claude Connect. Pin native acquisition to the measured ID. Preserve a revocation marker after failed probes or target edits, and block native acquisition until requalification instead of falling back to a mutable name. Preserve immutable-image proof, company and account boundaries, and Legacy acquisition. ## Verification - Reconciled with master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through the prerequisite stack, retaining the merged startup fix and latest Codex Linux ARM64 behavior. - [Four-target exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/39267321383) passed on source `04e0202ca81387b17cbe7fd094a8338648356fe9`: all four native builds, public-package assembly, Linux x64 verification and clean installed consumers on Apple Silicon, Intel Mac and Linux ARM64. The later master reconciliation adds shared OpenRouter attribution and changes runtime source. This historical result keeps its original source identity; [later qualification](https://github.com/paperclipai/paperclip/actions/runs/39281100929) passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. It predates the subsequent TypeScript startup fix. - Fresh local product acceptance on integrated source `b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` completed a useful file and follow-up through native Claude/Opus 5.5, High effort and the API-key connection. Both actual browser downloads were independently checked; the revision preserves the original body and session continuity. Total task estimates: $0.518432800. Ordinary web and API creation saved defaults with the native experiment disabled. - Local focused verification passed 993 startup/session tests, 243 UI tests, 12 workflow security tests, direct server/UI TypeScript checks, and token/palette gates before the last review changes. Initial DB-backed snapshot pin/revocation coverage passed 18 cases; the final serial route suites pass 122 credential/permission and 232 snapshot/environment cases after correcting a test hook timeout. Current-head cloud suites pass. - Preserved the failed pre-provider local fixture and its full pending reservation. The successful fixture has no unpriced or pending usage. Historical failed Cloud journeys, accounting holds, source identities and subscription limitations remain in the dated plan. - All Docker/Rust release production was performed in cloud CI. No local Docker image was built. An inadvertently invoked local Rust prerequisite was stopped. - Current-head cloud CI is green. All three stack PRs have fresh Greptile 5/5 reviews and zero unresolved review threads. Required typecheck, test and build gates ran in cloud CI; Docker work stayed remote. Earlier failed checks remain in their original runs. - The final master merge preserves task-loading, permission, skill-retention and OpenRouter changes. Pi uses a fresh combined profile 27, preserving both historical profile-24 declarations; Copilot remains profile 22. Focused protocol checks passed 155 cases (one skipped), the updated Pi attestation check passed 18 (one skipped), and 91 evaluation/catalog checks passed. - Latest-application manual continuation passed in 37.942 seconds on `695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native Opus 5.5, Anthropic API attribution, the same resumed Claude session, an independently checked 635-byte file and persisted Done status. It uses the earlier verified Mac daemon; the preceding-source package qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That package run predates the small TypeScript startup fix and is not relabeled as qualification for it. - Upgrade limitation: changed compiled sidecar identity rejected old durable launch state and recovery hit session-open bounds before eventually resuming. That attempt was operator-cancelled and retained; the successful manual continuation does not qualify seamless upgrades. - Local latency profile, Opus 5.5/High unchanged: three alternating real-ACP loopback samples per variant reduce median provider-ready time from 5.081s to 4.034s. The matched real API task startup improves from 5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s because agent work varies. This establishes a startup saving of about one second, not a consistent total-reply speedup. A real candidate follow-up passed in 20.146s and resumed the same saved session. The loopback fixture makes no external model requests; failed initial probes remain retained. - The startup change passes 107 focused runtime/effort/lease tests, 53 profile checks (one skipped), TypeScript checking and the TypeScript-only runtime build. Native hire fixture checks pass 70 tests; their first local run retained a socket-hangup failure and stale OpenCode expectation, both accounted for before the passing rerun. Broader required checks run in cloud CI. ## Risks - **Experience needs improvement:** successful connection setup still shows “Connection needs attention” because runtime checks are deferred. Cold provider-pack upload took 122–126 seconds per run while the task mainly showed “Thinking.” The tested Core-only preview excludes private Cloud UI plugins; this is not full Cloud distribution or subscription qualification. Desktop dark theme was tested; mobile and comprehensive accessibility were not. The portable report validates, but gallery interaction could not be inspected because host preview was queued. - The optional supply-chain scan returned neutral/inconclusive because GitHub Actions package coverage and infrastructure parsing are unavailable. It is not counted as a successful supply-chain qualification. Exact package, daemon and image integrity checks passed. - A stale, missing or wrong-architecture pack must fail admission. It must not change runner or target silently. - Provider-pack source changes invalidate affected earlier execution results. Existing unknown-cost and cleanup holds remain intact. - Live subscription execution remains unverified under the API-key qualification direction. Built-in authentication flows are retained. ARM64 cloud-image production is deferred. Merge and production deployment remain separate. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution and browser testing. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#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 - [ ] Focused local tests and final cloud verification 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>	2026-10-19 14:17:24 -05:00
DottaandPaperclip	45b67f1d93	feat: default new Apple Silicon Claude agents to Paperclip Runner (#15993) ... ## Thinking Path > - Paperclip lets users choose an agent harness and account. > - The server resolves the runner for new agents. > - Claude still needs the same ordinary native-default journey as Codex. > - Existing agents must retain their runner, model and account. > - This PR defaults new Apple Silicon Claude agents to Paperclip Runner with Opus 5.5. > - Users can connect and work without a runner override. ## Linked Issues or Issue Description Refs #15683. This PR depends on #15994 and precedes #15997. Related scope: #15422, #13978 and #15224. ## What Changed - Resolve new Apple Silicon Claude agents to `paperclip_runner`, `provider: acpx`, `acpxAgent: claude`. Keep explicit Legacy, models, provider routing and saved execution. - Use `claude-opus-5-5` for ordinary Claude defaults and retain explicit overrides. - Reuse existing API-key/subscription connections, credential storage and checks. Generalize the shared Advanced runner control with Claude branding. - Carry configured effort into the shared v9 contract. Preserve compatible permissions, instructions, skills, timeouts and session behavior. Require Legacy for unsupported settings. - Qualify a new immutable managed Claude target at explicit Connect through the existing permission-gated probe. Use fresh scoped discovery for test and hire. Discard stale results and require an explicit Connect after settings change. - Retain merged Codex onboarding recovery, auth preparation, import/effort corrections and Grok Bot gates. - Check the Claude first-task wizard's saved default directly. Update configuration/runtime documentation and exact Opus 5.5 accounting. - Align hire fixtures with the merged host-environment restriction. Native agent-authenticated hires cannot inject host env settings; both creation endpoints verify that no extra agent is saved. ## Verification - Updated onto master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through #15994. Native input v9 carries effort while preserving v7 home modes and v8 Muse. Codex defaults remain unchanged. - Focused local verification passed 285 server tests, 323 UI tests, 124 setup/registry tests, and two v9 permission-pin transport cases. Direct server/UI TypeScript checks passed. An initial 30-second hook timeout was resolved by serial verification with a longer hook budget: all 122 credential/permission cases and 232 snapshot/environment cases pass. Direct server TypeScript checking also passes. - Ordinary web creation with the experiment disabled saved native Claude, Opus 5.5 and High effort without runner/model overrides. The actual product task and follow-up both succeeded on integrated source `b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` with the cloud-built daemon from `04e0202ca81387b17cbe7fd094a8338648356fe9`. The final master reconciliation also changes shared runtime source. Historical proof retains its source identity; a final-source cloud qualification is running before refreshing the preview daemon. - Both actual browser downloads were checked: v1 has three sections/six checkboxes (451 bytes); v2 preserves the original body and adds two Rollback checks (612 bytes). The original attachment stayed byte-identical. The follow-up records session resume and the same provider session. Total estimated API usage: $0.518432800, with no pending/unpriced usage in the successful fixture. - Fixed the live-discovered setup incompatibility: native API-key validation no longer depends on the global Legacy Claude CLI. The existing provider endpoint verifies the key without a paid prompt; subscription/custom routing probes remain intact. - Fixed security review's native-hire credential redirection: agent-supplied URLs, proxy/launch settings and other host environment controls are rejected before inheritance. Native credential references remain supported and partial edits use the saved harness. Added create/hire/update regression coverage. - Current-head cloud CI is green. All three stack PRs have fresh Greptile 5/5 reviews and zero unresolved review threads. Required typecheck, test and build gates ran in cloud CI; Docker work stayed remote. Earlier failed checks remain in their original runs. - Docker and native release builds ran in cloud infrastructure. An inadvertent local Rust prerequisite was stopped; no local Docker build was run. - The final master merge preserves task-loading, permission, skill-retention and OpenRouter changes. Pi uses a fresh combined profile 27, preserving both historical profile-24 declarations; Copilot remains profile 22. Focused protocol checks passed 155 cases (one skipped), the updated Pi attestation check passed 18 (one skipped), and 91 evaluation/catalog checks passed. - Latest-application manual continuation passed in 37.942 seconds on `695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native Opus 5.5, Anthropic API attribution, the same resumed Claude session, an independently checked 635-byte file and persisted Done status. It uses the earlier verified Mac daemon; the preceding-source package qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That package run predates the small TypeScript startup fix and is not relabeled as qualification for it. - Upgrade limitation: changed compiled sidecar identity rejected old durable launch state and recovery hit session-open bounds before eventually resuming. That attempt was operator-cancelled and retained; the successful manual continuation does not qualify seamless upgrades. - Local latency profile, Opus 5.5/High unchanged: three alternating real-ACP loopback samples per variant reduce median provider-ready time from 5.081s to 4.034s. The matched real API task startup improves from 5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s because agent work varies. This establishes a startup saving of about one second, not a consistent total-reply speedup. A real candidate follow-up passed in 20.146s and resumed the same saved session. The loopback fixture makes no external model requests; failed initial probes remain retained. - The startup change passes 107 focused runtime/effort/lease tests, 53 profile checks (one skipped), TypeScript checking and the TypeScript-only runtime build. Native hire fixture checks pass 70 tests; their first local run retained a socket-hangup failure and stale OpenCode expectation, both accounted for before the passing rerun. Broader required checks run in cloud CI. ## Risks - Missing packages, authentication rejection, unsupported settings and unavailable models must fail explicitly. Existing agents retain saved execution; explicit runner changes use existing revision/session invalidation. - Subscription follow-up remains unverified; remaining live acceptance uses API keys per human steering. Historical accounting holds and the separate $50 ceiling remain intact. - The subscription acceptance limit remains explicit for review. No Claude database migration is introduced. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution and browser testing. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#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 - [ ] Focused local tests and final cloud verification 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>	2026-10-19 13:58:52 -05:00
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	d5b92cc41b	perf(ui): reduce task startup initialization and redundant reads (#16862) ... ## Thinking Path > - Paperclip users open tasks to read saved work and reply. > - Faster startup must preserve message positions and composer state. > - Chrome CPU samples showed unused shared schemas and catalog indexes being initialized before task content. > - The shared package exports definitions and module-local data, with no required import-time registrations. > - Let the browser bundler discard unused shared modules. > - Readiness marks also exposed a duplicate plan read even though full task detail contains that plan. > - Keep both improvements measurable through CPU profiles, gate transitions and real browser acceptance. ## Linked Issues or Issue Description Follow-up to #16849. Related layout work: #14758. Searches found no overlapping plan-cache PR. **What existing behavior does this improve?** Task startup evaluates unused schemas and catalog indexes reached through the shared package barrel. The task also waits for a second plan-document request after full task detail arrives, even when that response already includes the plan or an explicit absent-plan value. Profiling showed that removing the request alone gave a small and variable total gain; unused initialization was the larger cold-load opportunity. **Subsystem affected** Board task loading, shared-package bundling metadata, plan-query caching, and local issue-detail profiling. **Proposed behavior** Discard unused shared modules during browser bundling. Fill an unused plan query when a full task response arrives. List-only snapshots keep their normal plan fetch. Keep the existing coordinated reveal. ## What Changed - Declare the shared package side-effect free so the bundler can drop unused module initialization. Used schemas and catalog data still initialize normally. - Seed an absent plan query at the successful full-task HTTP response boundary. Use a 30-second plan-query freshness window. List cache merges do not update this plan cache, and a later detail response never overwrites an existing plan query. - Preserve document-scope invalidation for plan creation, edits and deletion. - Add opt-in Chrome CPU profiles and readiness transitions to the existing performance harness. Diagnostic runs use one sample per scenario/profile and are labelled separately from latency benchmarks. - Record only fixed gate names and readiness booleans in local browser marks. Reset the gate effects on task changes so fully cached navigation is profiled too. ## Verification - Production UI build, UI typecheck and token design gates passed. - 258 focused unit tests passed. The final freshness follow-up passed 14 tests, including query eviction followed by a list refresh, preserving a separately fetched newer plan, missing projection, task isolation, and document-event refresh/deletion. - Two focused reuse tests fail with the original HTTP cache function and pass with the fix. The original production browser case makes redundant plan reads and fails. - All 13 final browser cases passed serially: eight layout scenarios, four plan-present/absent and direct/list startup cases, and a cached-task switch that records every gate. The cached-switch case failed before the identity dependencies were added. - One earlier concurrent browser run failed a properties-resize reading-anchor assertion. Two isolated repeats and the final serial suite passed. This outlier is retained in the local logs; it was not treated as a reason to change the unchanged scroll owner speculatively. - Actual CPU samples and readiness artifacts were captured on a disposable local production preview. This is browser timing data, not exported telemetry. - Audited 247 non-test shared modules for required import-time registration. The four top-level loops construct exported local catalog data. No required registration or side-effect-only shared imports were found. - A compiled browser-library contract accepted valid task input, rejected an empty title, retained all seven agent statuses, and retained GitHub metadata plus 1,576 catalog entries. All 13 browser scenarios passed against the initialization candidate too. - Plan reuse alone did not establish a reliable total gain: a final local run was 4,356 ms cold and 1,116 ms warm on Fast 4G/4x CPU. - The next five-sample run with unused shared initialization removed measured **3,298 ms cold (24% faster)** and 1,079 ms warm. Median issue API server time was 35 versus 39 ms. First contentful paint fell from 2,808 to 1,648 ms. JavaScript before content fell from 1,722 to 1,670 KiB; CPU initialization mattered more than byte size. - Final alternating comparison: five samples per variant for both cold and warm navigation, same persisted task and Fast 4G/4x CPU settings, fresh browser per sample, order alternated between variants. **Cold content paint: 4,588 → 3,688 ms (20% faster). Warm: 996 → 1,030 ms (+35 ms).** No CPU profiler was active. The final initialization commit is the only source difference between these two builds. - These local measurements do not establish deployed staging latency or a speedup across every profile. Unthrottled timings varied with API latency. - Actual UI walkthrough on the final bundle: read the saved plan and conversation, submit one unassigned reply, refresh, navigate to Projects and Back, and inspect the new-task dialog. The reply persisted exactly once, confirmed independently through the comments API. No paid agent was woken. - Final head `a7043c474d`: Greptile 5/5, all review threads resolved, and all 56 checks passed, including full typecheck, build, unit and E2E suites. ## Risks Bundlers can discard unreferenced shared modules. Future required registrations or global initialization must be declared in the package side-effects metadata. Current module-local catalog construction remains when its exports are used. Merged list snapshots can retain old plan fields while receiving a new task-cache timestamp. This change seeds only from a new full HTTP response, rather than inferring plan freshness from those merged snapshots. Existing plan-query state is never overwritten. List-only, stale, invalidated, or incomplete data still uses the normal plan read. Existing document invalidations refresh the query. No API, database, permission or reveal-policy changes. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository tools, code execution and browser verification. A more precise runtime model identifier and context-window size are 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>	2026-10-19 12:03:53 -05:00
DottaandPaperclip	fa50cab568	perf(ui): speed task loading without shifting the conversation (#16849) ... ## Thinking Path > - Paperclip's board should open a task quickly while keeping its conversation and composer stable. > - The browser currently downloads unrelated screens and unopened dialog implementations before task content appears. > - Splitting routes alone creates many shared requests and did not improve measured cold loading. > - This change groups the startup and task dependency trees, preloads the task chunk, and defers optional routes and dialogs. > - Existing coordinated history reveal stays intact so late data does not insert content above the reader. > - Hidden routes must not overwrite saved scroll positions with zero-height geometry. > - Repeated browser measurements and delayed-response tests establish the result independently of bundle-file size. ## Linked Issues or Issue Description Refs #14758. Related prior work: #10463 and #14727. **What existing behavior does this improve?** Cold task-page opening downloads and evaluates code for other screens and globally mounted, unopened dialogs. A direct task link should reach its saved conversation sooner without moving already-visible messages or the composer. **Subsystem affected** Board UI startup, route boundaries, dialog loading, task scroll restoration, and the issue-detail performance harness. **Proposed behavior** Load optional screens and dialogs when needed, keep startup requests bounded, and preload the task route. Preserve the current history reveal policy. Keep the shell mounted during route loading and preserve the reader's position when a route is temporarily hidden. **Additional context** The older bundle-splitting attempt in #10463 is still open from August. This implementation targets current master and deliberately preserves today's editor, composer, and transcript reveal behavior. It does not implement the alternative transcript-row design discussed in #14758. ROADMAP.md does not describe overlapping startup-bundle work. ## What Changed - Lazy-load board routes, standalone screens, the legacy layout, onboarding, and unopened create dialogs. - Keep activated dialogs mounted across close/reopen to retain their existing draft lifecycle. - Group startup and issue dependencies and preload the emitted issue chunk from the production HTML. - Contain route loading within the shell and retain existing chunk-error recovery. - Contain dialog import failures locally, support cancellation, and keep setup dismissed after a late download. Warm the task module from task lists and keep the small chat redirect eager. - Wait for task-creation dialog fields in the browser fixture before filling an explicit title. - Ignore zero-height scroll geometry while a route is hidden. - Reuse the same persisted performance fixture between builds, record actual network spans, and distinguish concealed loading content from the ready thread in browser assertions. ## Verification - Production UI build and UI TypeScript check passed. - Recovery follow-up: 74 focused UI tests passed; the cancellation change passed 23 focused tests plus all 131 onboarding tests (the latter with a 15-second per-test timeout on the contended local host). - Setup cancellation was reproduced against the prior production build and verified fixed after releasing the held real wizard download. - 91 focused UI tests passed; the final route registrations were checked again after making standalone screens lazy (33 routing tests passed). - All eight real-browser layout scenarios passed: delayed comments, late media, properties changes, growing drafts, older history, Back navigation, deep links, desktop/mobile same-task links, request failure/retry, and stalled native/log reads. - Browser walkthrough: read a populated task, submit one reply, refresh, navigate to Projects, and return. The reply persisted once and the normal composer remained usable. - Token design gates passed. The separate repository-wide publish-token scan fails on pre-existing references to the local maintainer username in unchanged files; this change adds none. - Production-build measurements use the same persisted task, local API/database, fresh browser contexts for cold opens, and five samples per scenario/profile. These measurements do not establish deployed staging latency. - Final head `076466816a`, consecutive before/after production builds: five samples per scenario/profile, same saved task and server. Cold Fast 4G/4x CPU content paint: **5,775 → 4,248 ms (26%)**; issue API server timing was 23 ms in both sets. Warm Fast 4G: 989 → 971 ms. JavaScript transferred before content: **2,596 → 1,722 KiB (34%)**. - Unthrottled cold content paint: 1,306 → 676 ms; warm: 269 → 224 ms. These local timings vary with host load. Earlier measurements showed about 20% cold improvement, and a contended intermediate run had substantially higher API latency; those runs are retained in the local evidence. The final matched pair meets the proposed 25% target, but it does not establish a guaranteed 25% improvement across environments. - All four browser scenarios that failed on the first CI run passed locally after the readiness fixes; the subsequent CI run passed all eight browser shards. - Fault-injection browser checks: delayed route loading preserves shell geometry; a failed route recovers through Back; cancelled or failed dialog loading preserves an unsent reply; Back dismisses pending setup and contains its late failure. - Final head `076466816a`: all CI gates green (55 successful checks, no pending or failed checks); Greptile 5/5 with no actionable findings and all review threads resolved. ## Risks - Dynamic chunks add a loading state on first entry to optional screens and dialogs. Route failures use the existing error boundary. Optional dialog failures are dismissible without unmounting the board; retrying a rejected import requires a reload. - The task preload prioritizes the primary board journey, including when another screen is opened first. - Chunk grouping should be revisited when the dependency graph changes; bundle size alone does not establish a speedup. - No API, authorization, migration, editor semantics, or transcript-reveal policy changes. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose a more precise model identifier 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>	2026-10-19 10:16:23 -05:00
DottaandPaperclip	9077748894	Remove the Pipelines experiment and preserve its data (#16834) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Pipelines was an unused experiment with its own UI, API, CLI, and automation. > - Keeping it leaves unsupported product surfaces and extra task-detail queries. > - Removing the experiment must preserve data that users already saved. > - This pull request removes the feature and keeps its database schema and migration history. > - Cases and Routines remain available as separate features. ## Linked Issues or Issue Description **What existing behavior does this improve?** Remove the unused Pipelines experiment across the application. **Current behavior** The experiment includes pipeline boards, stage settings, case automation, review queues, learnings, permissions, and CLI commands. Task detail also queries pipeline links. **Proposed behavior** Remove all these product surfaces and their implementation. Preserve existing tables, records, and documents. Ignore the retired boolean in older managed configurations so upgrades still start. **Breaking changes** Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are removed. Task detail no longer includes the old `linkedCases` field. The independent Cases API remains available. No database migration or cleanup is included. Related feature work: #7907, #9110, #10905, #11375, #13004, #14671, #16133. Related issues: #9663, #10310, #10312. This removal supersedes the feature; it does not implement those pending enhancements or delete their saved data. ## What Changed - Remove Pipeline UI pages, navigation, gates, clients, query keys, helpers, and unused design tokens. - Remove Pipeline REST routes, services, automation dispatch, task-detail queries, and OpenAPI discovery. - Remove the CLI commands, shared contracts, experimental flag, catalog entry, and permission defaults. - Remove feature-specific tests, tutorials, smoke scripts, maps, and Storybook examples. - Preserve database schema, migration history, and the reserved document key used by old records. - Keep Cases routes independent and cover obsolete stored and managed settings. ## Verification - Passed: `pnpm build` and `pnpm -r typecheck`. - Passed: targeted settings, managed configuration, sidebar, settings UI, routing, and feature-catalog tests. A first sidebar run caught a shared Workspaces icon import; the import was restored and the sidebar rerun passed. - Passed: 40 tests covering Cases routes, OpenAPI discovery, retained Pipeline table constraints, and schema snapshot drift. - Passed: token gates, map validation, generated API metadata check, Storybook catalog validation, and 28 map/catalog tests. - Passed: isolated local browser verification of navigation and Experimental settings with Pipelines absent; Cases and Routines still open normally. Live GET/POST requests to retired Pipeline endpoints return 404, and the retired setting is absent. CLI help has no Pipeline commands. - Passed: 22 access-service and agent-default-grant tests after restoring unrelated permission assertions flagged in review. - Local full run: `pnpm test:run` reported one failure in the unchanged workspace-runtime port-allocation test. That test passed in an isolated rerun. The long local run was stopped after full CI passed; it is not reported as a complete local pass. - Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2 conditional checks skipped), including build, typecheck, test shards, and browser suites. Eleven interrupted CI jobs reported “The operation was canceled”; their one-time retry passed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/39255211006). - Greptile: 5/5 on the final commit, with the only review finding fixed and resolved. - Sandbox socket restrictions affected the first build/API test attempts. The same commands ran with local sockets available. ## Risks - Existing Pipeline clients must stop using the removed endpoints and commands. - Existing data remains in the database and backups, but the removed UI no longer displays it. - Historical boolean `enablePipelines` values are ignored. They cannot restore the feature. - Cases and Routines must retain their separate behavior. Targeted route tests cover this boundary. ## Model Used OpenAI Codex, GPT-6, with repository inspection, editing, shell execution, and browser verification. The exact deployed model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 08:09:46 -05:00
DottaandPaperclip	896f3c7f3b	Add personal Muse operator setup and composer controls (#16450) ... Add Muse invitation, connection readiness and scoped operator controls. Keep connection state tied to the current company, person, agent and binding. Surface failed reads and invalidate stale cleanup observations; require current authority and exact readback. Preserve Dot/Grok setup, source-trust limits and existing design tokens. Carry actual merged backend e6dcc6b095 through a normal forward merge. Preserve its project-write authority fix, existing migration bytes and upstream idle-serving behavior; no new UI behavior is authored by this source carry. Current-head CI and substantive review remain merge gates; final canonical and deployed-provider qualification remain separate. Refs #16450. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-17 23:01:42 -05:00
DottaandPaperclip	cccde7122b	Trace execution preparation and durable response persistence (#16419) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server prepares an execution environment before it starts an agent. > - Operators need to distinguish preparation, provider wait, and response persistence. > - Existing preparation phases start separate traces, and the native session trace ends before the final response is saved. > - This pull request adds an execution-attempt trace and detailed spans at the existing work boundaries. > - The benefit is a measurable startup and settlement path without changing execution policy. ## Linked Issues or Issue Description **What existing behavior does this improve?** Operator-configured OpenTelemetry tracing for agent preparation, startup, and durable response storage. **Subsystem affected** Server orchestration, native Runner startup, and the Honeycomb run link. **Current behavior** Preparation phases start independent roots. Workspace lock waits, authorization groups, runtime asset work, provider-pack fallback, and the gap after provider completion are hard to attribute. **Proposed behavior** Use a server-owned async context for each execution attempt. Parent nested work to that attempt. Link the separately sampled native session because its ingress and queue history can begin earlier. Record transaction entry, lock waits, grouped authorization, asset preparation, artifact fallback, copyback, and response commit. **Reason and benefit** Operators can identify expensive work from recorded boundaries instead of inferring the cause from elapsed time. Nested and concurrent durations remain visible and must not be added together. **Breaking changes** No API or execution-policy change. New Observability span names and closed count attributes are documented. The existing local run-performance schema also records the additional provider-pack and harness measurements. Refs: #16178, #16205, #16330. ## What Changed - Add `task.execution_attempt` with same-run async ownership, independent root sampling, and native-session links. - Measure workspace transaction entry and settlement, advisory and row waits, source scans, reader groups, notifications, and writes. - Measure runtime selection and each concurrent instructions, skills, and MCP branch. Separate manifest, cache, materialization, and verification work. - Measure provider-pack discovery, verified reuse or upload, final verification, and remote harness state checks. - Measure workspace settlement, accounting, liveness, response authorization, comment commit, and publication enqueue. - Preserve the silent endpoint-off path, including when another library has registered a tracer. Bound repeated detail spans to 16 per name per attempt. - Extend the Honeycomb run link and document the actual coverage and remaining gaps. ## Verification - After resolving the conflict with retained-reader batching on `b98cdaea531c8447637cd4dcc19c61b3f5f41844`, all 61 targeted query, authorization, workspace-preparation and trace-boundary tests passed. The server typecheck passed. Reader tests still bound query count, avoid loading retained run payloads and enforce fresh project grants on every publication attempt. - Before that base integration, the tracing/exporter group passed 855 tests with 2 optional-SDK skips across 10 files and no inherited OTLP endpoint. It covers real PostgreSQL waits/rollback, durable response commit, assembled heartbeat preparation, concurrent parentage, sampling and tracer failure isolation. Native workspace/history tests passed 23 cases. These results remain supporting evidence for the unchanged tracing paths. - Full workspace typecheck and build passed during implementation. Full sharded CI, release validation, E2E and Apex 5/5 passed on prior head `8cebad80f3856dbcff6f3a6d5d34880ff77a20f2`. Fresh CI, security and Apex review are required on the current head before merge. - `pnpm check:token-gates` passed. No styles changed. - Earlier CI runs exposed exact-source-expression assertions changed by wrappers, missing run hashes on transaction-boundary spans, and sampling fixtures without an enabled endpoint. The fixes preserve the calls, add the declared hash and span cap, and enable tracing explicitly in the sampling fixtures. Focused repairs passed; the full prior-head CI passed after those repairs. Earlier failed run: https://github.com/paperclipai/paperclip/actions/runs/38729131366. - The full local `pnpm test:run` was stopped after the base advanced during that process. Its mixed-version results are not final-head evidence. A full local-suite pass is not claimed. - The old-head Superagent scan stalled at 35%. The current head has a fresh scan; no security pass is inferred from the old pending result. - No deployed Honeycomb acceptance is claimed by this code change. ## Risks - Enabled tracing creates more spans. Repeated detail spans are bounded, and inventories use group spans. - The attempt and native session remain linked traces. Historical queue time can precede the attempt, and nested intervals overlap. - A committed comment proves durable server storage. Publication enqueue and realtime dispatch do not prove external delivery or browser paint. - New custom attributes use only the existing run hash and validated file/byte counts. No SQL, paths, permissions, content, or exception text is added. ## Model Used OpenAI GPT-6 through Codex. The serving model ID and context window size are not exposed in this session. The agent used reasoning, tools, code editing, 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-15 08:13:53 -05:00
DottaandPaperclip	074c67fea8	fix(grok): avoid routine wakes for accepted work (#16394) ... ## Thinking Path > - Paperclip lets people manage AI agents and their work. > - Grok Bot receives assignments through routine webhooks and uses agent MCP tools. > - Each accepted assignment belongs to the current external interaction. > - A pending tool result or comment could start another routine while that work was still active. > - Quiet MCP traffic cannot prove that Grok has stopped working. > - This pull request keeps receipts and feedback durable for the current interaction to read. > - New task routines start only for offers that the Bot has not accepted. ## Linked Issues or Issue Description Refs #16219 and #16305. The duplicate search also found #12991, which covers instruction files for local Grok runs. **What happened?** The dispatcher could start another routine for an unread result after a period without a routine reply. It could also wake accepted work for a task comment. A queued delivery could still start after the Bot had claimed the offer. **Expected behavior** Accepted work stays in its current interaction. The Bot polls the original operation receipt and reads queued feedback at a safe boundary. Acknowledgements of a sent wake remain valid after acceptance. **Steps to reproduce** 1. Accept a Grok assignment and leave it active. 2. Add an unread comment, or complete a tool operation whose call returned pending. 3. Run the dispatcher after its quiet period. 4. Observe another webhook call. Also queue an offer wake, accept the offer before sending, and observe that delivery still starts. **Paperclip version or commit** Observed during real-client qualification on Core ff0f976de1. The three new regression cases also failed on current master before the correction. ## What Changed - Stop automatic result and feedback wakes for accepted work. Keep both available through their existing read paths. - Require an unaccepted offer before dispatch or an explicit delivery retry. Serialize the final HTTP handoff with acceptance receipts. Cancel obsolete unsent wakes. Preserve late acknowledgements and immediate Stop authority. - Return current Grok polling instructions on assignment reads. Clarify pending and unknown outcomes in setup guidance. - Add protocol, receipt-polling, queued-delivery and late-acknowledgement regressions. Update the operation guide and readiness plan. ## Verification - Three new regression cases fail before the fix because a webhook starts. - The latest 31 Grok protocol checks and 47 existing Dot Runner checks pass. New tests force acceptance during secret lookup and the final send check. They also prove that acknowledgements and Stop remain free during pending delivery. - The final-head Grok, Dot, MCP and question-delivery suite passes all 212 checks across six files. Dedicated onboarding UI checks passed six. - Dedicated Runner driver checks use the real local Rust daemon. Built the debug daemon required by that package; all 17 checks then passed. - Repository typecheck and build pass. Token gates, the 2,731-story structural catalog and the Storybook build pass. - Public synthetic marker for the post-deployment native source-read check: `grok-native-read-b45be4eff22cb15a31d0af512f437b8d`. - Final-head CI passes all 55 checks, with two optional Storybook skips. Greptile is 5/5 with no open threads. The first chat-shard attempt failed one Telegram SQL-quiet timing assertion; all five related cases pass locally and the single targeted CI rerun passes. - After deployment, repeat actual Grok work through an answered question, receipt polling, a saved report and file, canonical completion and cleanup. This correction is not production qualification by itself. ## Risks A Bot that does not poll a pending receipt can wait without another routine wake. Current assignment reads now supply polling instructions to existing connections. Task comments stay queued until the Bot reads them or Runner admits the next continuation. The real client must verify that behavior before production enablement. The observed second file version does not prove which provider interaction created it. Acceptance can wait for the bounded webhook response. Stop and authenticated acknowledgements use independent row locks and remain available. ## Model Used OpenAI GPT-6 in Codex, with reasoning, repository editing, shell tools and browser tools. The exact serving model ID, snapshot and context window 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 - [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>	2026-10-15 00:54:15 -05:00
DottaandPaperclip	982ff62949	test(shared): consolidate ZIP conversion observations (#16118) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-15 00:06:50 -05:00
DottaandPaperclip	ccbfefef5f	test(ui): retire 33 duplicate executions and share render setup (#16072) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-14 23:12:34 -05:00
3 people	976cdc77ed	fix(recovery): expose settled holds and their preserved decisions (#16169) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task recovery preserves work when execution or tool outcomes are uncertain. > - Automatic recovery can settle its record while keeping replay blocked. > - The recovery-actions API omitted those records unless they held workspace files. > - Operators and agent tools could therefore see an empty recovery history for a task that still had an execution hold. > - This pull request lists those holds and shows their matching decision in the existing stopped-run notice. > - Existing stop verification, continuation, and file repair gates remain in force. ## Linked Issues or Issue Description **What happened?** A cancelled or failed task can retain a settled recovery record with `automaticRecovery.replay: blocked`. The task remains held, but the recovery-actions API returns no action. The board notice also lacks that record's decision. **Expected behavior** List settled execution holds that still block replay. Let an authorized board user inspect the current action and run in Recovery details. Preserve the existing guarded continuation and required-file repair paths. **Steps to reproduce** 1. Stop a run whose outcome requires inspection. 2. Let automatic recovery settle its record with replay blocked. 3. Read the task's recovery actions and open its stopped-run notice. 4. Before this change, the action list is empty unless workspace recovery is required. **Paperclip version or commit** This PR includes current master through `66424362a85`. **Deployment mode** Authenticated and local deployments with persisted execution recovery holds. The original API correction and route regression are by Tao Xie (@TaoXieSZ). This update preserves those commits and adds the board inspection path, current documentation, and regression coverage. Related: #14840 describes controller lease loss. This change exposes recovery records; it does not change controller lease renewal. ## What Changed - Include settled execution reconciliation holds with replay blocked in the company-scoped recovery-actions response. - Read the matching action from the existing stopped-run notice. Show its decision under Recovery details, including when active recovery is empty. - Reject mismatched historical records in the notice. Bind history to the current action/run and refresh visible decisions every five seconds. Keep history read errors visible beside the current guidance. - Preserve existing run inspection, new-message continuation, and required-file repair controls. No new reconciliation form is added. - Update the execution documentation and both recovery capability maps. ## Verification - Recovery route suite with real embedded PostgreSQL: 80 passed, none skipped. - Notice and retry-client suites: 36 passed. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - `pnpm check:token-gates`: passed. - `node scripts/check-maps.mjs`: passed. This checks structure only. - `git diff --check`: passed. - Full `pnpm test:run` was started. It is not yet a full local pass. Initial database tests were affected by missing packaged macOS library aliases; the aliases were restored in this worktree's dependencies, and the complete recovery route suite then passed. - All CI checks passed on `09e4461e4d3a0960a4dc8bc270a2a10c628bf524`, including the full test matrix, typecheck, build and browser checks. Optional Storybook jobs were skipped. - Apex: 5/5 on the same head. Both review threads are resolved; the reviewer confirmed the existing guarded continuation design. ## Risks - The API response now includes settled records that still block replay. Consumers must distinguish a settled record from permission to continue. - Recovery history is supplemental. A failed history read keeps the current blocker and guidance visible. - The UI binds the decision to both the current action and run. It does not certify tool outcomes or grant execution authority. - No schema, dependency, telemetry, or runtime admission changes. ## Model Used OpenAI GPT-6 through Codex, with reasoning, tool use, and code execution, assisted with the board inspection and verification follow-up. The exact serving snapshot ID and context window size are not exposed in this session. The original API work is retained from Tao Xie's contribution. ## 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-suite limits 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: Devin Foley <devin@paperclip.ing> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 17:32:35 -07:00
DottaandPaperclip	adb69e8f09	feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683) ... ## Thinking Path > - Paperclip is the open source control plane for agent companies. > - People choose a harness when creating an agent. > - The server should resolve that harness to a qualified runner. > - Codex is the first harness in the staged default rollout. > - Saved agents must retain their execution choices. > - New Codex agents therefore use Paperclip Runner on qualified macOS/Linux targets, with an explicit Legacy override. ## Linked Issues or Issue Description Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149. The runtime/install prerequisite and release repair are merged. This slice owns Codex creation, setup, configuration and preservation. Other harness defaults remain unchanged. It adds no database migration; incoming master migrations, required maps and regression coverage are retained. ## What Changed - Resolve `runner: auto | paperclip | legacy` at the common creation boundary across onboarding, API/CLI, hires, built-ins, plugins and imports. Freeze pending hires and export resolved execution choices. - Preserve existing runners on upgrades, unrelated edits and import updates, including compatible accounts, workspace settings, Codex effort and intentional clears. - Use the underlying harness picker and branding; put the runner override in Advanced. Use the shared dropdown and update production-component stories and creation contracts. - Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64. Linux requires GNU libc 2.39+. Disabled, external, unsupported and unqualified combinations retain their applicable Legacy execution. - Test the selected runtime/account/model/environment. Ordinary Connect probes eligible immutable managed targets and refreshes scoped discovery. Creation/discovery do not provision. Auth, dependency, incompatible-setting and cleanup failures remain actionable without changing runners. - Keep setup probes read-only, preserve local/SSH isolation and resolve packaged assets before staging credentials. Bound cleanup reads by the remaining absolute deadline; physically close every owned ingress socket before endpoint release. Unconfirmed cleanup retains recovery state. - Preserve validated completed-onboarding callbacks through startup recovery. First file-producing work belongs to the child task and uses the existing dependency/block handoff and task-scoped registration. - Reuse existing E2E fixtures, artifact checks, reporting and controls. Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain no Codex payloads; official optional npm platform dependencies remain. ## Verification Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`. **Merge-ready: required CI, fresh review, package qualification, Mac core acceptance and Test task/follow-up acceptance pass.** The existing attachment and native-continuity oracles independently verify both Test downloads, run attribution and unchanged native/provider/workspace identities. The maintainer authorized a code-owner-review exception for this PR only. The first Test setup failure and normal Board completion-review friction are retained below. Actual post-merge packages and private Cloud distribution remain separate qualification gates. - [Current CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625): all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained six simultaneous host-shutdown cancellations. One failed-only retry passes those six lanes and two aggregates, preserving 40 successes. Actual integration checkout `53104c1` combines this head with master `c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile 5/5, 30 resolved threads, no actionable findings. - [Exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239): nine applicable jobs pass, nine conditional jobs skip. Four remote native producers; Linux x64 clean install; Intel Mac, Apple Silicon and Linux ARM64 native startup/physical cleanup controls. All 18 tarballs/four daemon source/hash/manifest bindings and 343 migrations through 0344 verify. No Codex payload is packed. These hosted tarballs are not a published npm canary. - Normal Apple Silicon installation and credential-free native startup/cleanup pass using the packaged daemon, with no source build or provider turn. Fresh installed DB initialization passes. Upgrade 651a→1c03 preserves all three complete execution configs, accounts, ten recorded run profiles, paused budgets, active incidents, cost summaries and two historical unpriced events. Historical recovery state is retained. - Cleanup regressions: four delayed-read baseline failures become 15 passing deadline/authority controls. No-acknowledgement and prior-error socket ownership regressions become 12 passing controls. Direct runtime/server types, maps: 35 areas / 176 IDs, diff checks and independent reviews pass. Permission/auth/reconnect policy and the 10-second setup budget remain intact. - Existing source coverage includes creation/selection/imports, pending approvals, recovery, account/lifecycle handling, mounted forms, dropdowns and E2E support. Full typechecks/tests/build/token and applicable Storybook checks pass in the recorded current CI; no duplicate suite or weakened grader. - Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful document, real completed-child callback/reply, seven successful native runs, manual follow-up and independently downloaded1,101-byte child file. Existing Legacy title edit/reload preserves execution; two real Legacy runs produce independently checked15/34-byte files. These remain historical source records. - Current literal 1c03 Mac core acceptance passes independent checks: ordinary Auto native Codex onboarding without runner override; only timeout 180 seconds/concurrency 1 saved; six successful native runs and six serialized turns (maximum overlap 1); both same-task continuity checks and five mechanical callback checks; actual rendered parent reply and exact child downloads. The useful handoff advances from revision 1 to 2. Both files are 48 bytes, SHA-256 `8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and `f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`; exactly one byte changes and old history remains. The agent is paused with zero active runs/errors. Both artifact work products have `isPrimary=false`, and descriptive titles fail a stricter title-helper assumption; these retained results are scoped editorial follow-up, not new merge gates. Six source-bound screenshots are uploaded and verified in the private primary QA report. - [Literal 9546 managed proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html): original 19 assertions and completed judge pass, four native turns, child-bound240-byte file and session/workspace continuity. Checkout reports a verified generated target-lock mutation; full final porcelain was not retained. Signed execution-image identity remains separate from Core source. - Actual 651a Test deployment succeeds on one owned/pinned target. One ordinary Auto API-key Connect then fails native cleanup before hire. Controller turn/drain/suspend completion and service-recorded environment cleanup are observed; they do not certify physical deletion or native authority retirement. Failure/recovery/unknown holds are retained. No Legacy switch or unchanged paid retry. The two source repairs above require actual treatment. - [Current immutable Core preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725) and matching DB/shared artifacts pass. One owned, pinned Test target serves exact `1c03`; identical migration history correctly skips the migrator. Ordinary Auto Codex Connect succeeds and hires native; saved native selection and QA bounds survive reload. The initial child preparation attempt fails before provider work, with actual stdout identifying `renewal_deadline`; its trigger remains unknown and the failure is retained. Normal Board **Try again** and **Resume** recover the child to Done, producing a browser-verified 44-byte file, SHA-256 `0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The actual parent callback reports the completed child document/file. The existing validator requires a parent-owned attachment, so recovery enters normal Review; after byte checking, normal **Approve completion** reaches parent Done. No forced status or duplicate parent file is used. The validator is unchanged from integrated and current master. Autonomous initial callback-to-Done is not proven. The same-child follow-up completes document revision 2 and publishes a second independently downloaded 44-byte file, SHA-256 `22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only the revision digit changes. The unchanged existing native-continuity and attachment oracles pass. All ten recorded runs are terminal: nine native successes and the retained pre-provider setup failure. The QA agent is paused with zero active runs. The pre-existing parent evidence scope mismatch is a separate follow-up, with ordinary completion review exercised rather than a forced status or relaxed validation. This unsigned Core preview remains distinct from post-merge private Cloud composition. ## Risks - Saved agents are not migrated. Explicit runner changes use normal configuration/session rules; historical runs retain their recorded execution. - Native readiness depends on verified assets and server-owned target qualification. A Legacy probe, HTTP200 or successful account save cannot prove native readiness. - Recovery exceptions remain restricted to validated completed-onboarding reports; process-loss, ownership and terminal-state safeguards remain active. Unexecuted live journeys stay open. - Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred. Cold Cargo cache misses are recorded; no warm-cache speedup is claimed. - Historical invoices/physical cleanup remain unconfirmed and held. After merge, exact published npm canary, signed standard image/migrator, private composition and serving/live acceptance still require qualification. Production deployment/default promotion is not authorized. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and parallel agents. Exact serving snapshot and context-window size are 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 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 linked public issues or PRs above - [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] I have run the stated focused tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] All Paperclip CI gates are green on the current candidate - [x] Greptile is 5/5 with no open findings on the current candidate - [x] I will address all reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 11:33:02 -05:00
DottaandPaperclip	f8af817f8d	fix(ui): make external agent pairing codes copyable (#16274) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - External agents connect through the shared MCP agent gateway. > - Grok setup gives the operator a one-use code for the authorization page. > - The password field hides the code but does not provide a working copy action. > - The pending approval button names Dot before the agent preview loads. > - This pull request adds explicit code copying and a neutral approval label. > - The operator can review the fixed agent without sending credentials to chat. ## Linked Issues or Issue Description Refs: #16219, #15581, #15414. **What happened?** The Grok setup code is in a read-only password field. Ordinary browser copying does not copy that field. The shared authorization page says “Connect Dot with pairing code” before it knows the invited provider. These defects blocked a watched Grok desktop setup before approval. **Expected behavior** An operator can copy the one-use code with a visible control. The code stays hidden and outside the Bot prompt. The authorization page shows the registered client and the fixed company, agent, permissions, and authorizing person before approval. **Steps to reproduce** 1. Choose New agent, Invite an external agent, and Grok Bot. 2. Save the Bot identity and open Connect access. 3. Try to copy the masked code into the Bot's browser authorization page. 4. Inspect the pending approval action before a valid preview loads. **Paperclip version or commit** The fix starts from master commit 2c17d3ca52. **Deployment mode** Cloud. The same UI serves self-hosted instances. ## What Changed - Add Copy code beside the masked Grok pairing field. Reuse CopyText and the shared clipboard fallback, failure feedback, and retry. - Associate the pairing label with its input for keyboard and screen-reader access. - Use Allow agent connection before and after the fixed-agent preview. Keep approval disabled until that preview loads. Align Dot's generated setup prompt and guide with that action. - Add tests for copy failure and retry, a Grok invitation using the Cursor client identity, and unchanged person and Dot connection paths. - Add a waiting-for-authorization Storybook state and record the live qualification blocker in the existing plan. ## Verification - Focused Grok, Dot, and person-connection UI tests: 33 passed. - Repository build: passed. - Token gates: passed. - Storybook catalog: passed; structure only. - Watched Storybook preview: native browser input copied the full synthetic code while the field stayed masked and Continue stayed disabled. This is fixture evidence, not live OAuth or Runner qualification. - Repository typecheck and Storybook build: passed. UI typecheck and production build passed again after the review fix. - Current-head CI: 55 successes, two intentional skips, one neutral result, no unfinished or failed gates. Greptile: 5/5, with the review finding fixed and resolved. Head: 1b95218c91. - The additional local aggregate test run is still running. No local aggregate pass is claimed. The required full server, workspace, Runner, browser, and release checks passed in CI for the current head. - After deployment, resume the saved Grok setup, use Copy code, check the fixed agent preview, and finish the real authenticated round trip. ## Risks Copying temporarily places the one-use code on the clipboard. Its existing expiry and one-use checks remain. The authorization endpoint, grant scopes, fixed identity, and disabled-state checks do not change. No persistent secret enters the prompt. Live provider and managed Runner qualification remain incomplete. ## Model Used OpenAI GPT-6 through Codex. Used tool calls, code execution, and browser inspection. The exact serving model suffix and context limit are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 06:36:47 -05:00
DottaandPaperclip	c36281d639	fix(skills): repair missing branches and show grouped import progress (#16256) ... ## Thinking Path > - Paperclip lets people manage AI agents and their reusable skills. > - GitHub skill sources must keep their installed content usable during updates. > - A source can track a branch that no longer exists. > - The UI treats that GitHub error as a connection problem, so saving a valid account does not resolve it. > - Project workspaces also show the same repository several times, and long imports give little feedback. > - This pull request adds explicit branch repair, groups repository imports, and shows import progress. > - People can repair the actual problem and see when their import is working. ## Linked Issues or Issue Description Refs #16066 and #14713. This fixes the Sources experience introduced by those changes. Related adapter-source PRs #14340 and #14341 cover runtime mounting, not this source-management flow. No overlapping source-management fix was found. **What happened?** An installed source tracked `main` while its GitHub repository used `master`. GitHub returned HTTP 422. The UI showed a general read error and asked for a new connection after a valid account was saved. The project repository list repeated the same repository/ref for each project. Import had no spinner or explanation of queued work. **Expected behavior** Identify an unavailable branch and offer an explicit repair. Retain the selected connection and installed versions. Show one repository/ref row with its projects. Give immediate feedback and show the queued and active import states. **Steps to reproduce** 1. Install a source with an immutable commit and a saved tracked branch that does not exist. 2. Refresh it, or try to save a valid GitHub connection. 3. Add the same repository/ref to two legacy project workspaces and open Sources. 4. Import that repository and observe the row until installation completes. ## What Changed - Distinguish a missing GitHub revision from access denial and temporary read errors. - Validate both repository identity and the tracked revision when saving a connection. - Offer Use default branch on independent sources and in connection repair. Keep `HEAD` as the default-branch alias after refresh. Preserve skill IDs, versions and selections. - Keep active project refs under project configuration. Reject source-level changes that would alter their tracking. Recheck the ref under the source lock when project attachment races with branch repair. - Group matching repository/ref workspaces. Adopt eligible workspaces and skip pending workspaces. Keep remaining project links inside the existing source card. Allow remaining imports while another workspace is pending. - Show a spinner, busy state and queued/importing text. Keep the saved authorized account selected in connection repair. - Update shared contracts, feature/access maps, database notes and production-component Storybook journeys. ## Verification - Red/green: three local regressions failed on the original code: missing-ref classification, duplicate repository rows, and branch repair instead of another connection prompt. The changed UI/reader tests pass after the fixes. - Live local app with a real authorized GitHub credential: reproduced HTTP 422 for the unavailable branch; used the UI to restore default-branch tracking; confirmed the same connection, skill ID and single immutable version remained. - Live local grouped Paperclip import: one source, two project associations and 52 installed skills. Sources survived reload. No staging data was changed. - All 16 project repository Storybook browser journeys pass on the final head, including keyboard focus recovery after branch repair. These include branch repair, grouped imports, connection selection, recovery, removal and responsive layouts. - Repository typecheck, production build, Storybook build, token gates and 28 map/catalog tests passed. Final UI typecheck and build also passed after grouping remaining project links. - Linux qualification: all 94 focused source, project import, GitHub reader and UI tests pass with supported Node 24. No database tests were skipped. Both review findings failed before their fixes and pass after them. - The full local `pnpm test:run` attempt was stopped after macOS database suites exhausted the host shared-memory limit. The complete Linux CI matrix is the full-suite gate. The complete Linux CI matrix passes for head `f886e3ac073ec1c6f051fd6429496234f5143694`. - Greptile rates head `f886e3ac073ec1c6f051fd6429496234f5143694` 5/5. Both findings are fixed and all review threads are resolved. - Storybook: `skills-project-repository-skills-02-journeys--missing-branch` and `--duplicate-projects`. ## Risks - Default-branch repair changes the tracked branch only after an explicit user action. Existing execution version pins stay intact. - A selected connection now needs access to the tracked revision, not only repository metadata. - Grouping is by repository and ref. Project access and provenance remain separate and are checked by the existing services. - Legacy source errors contain safe text. The repair-action classifier maps known errors and treats other failures as retryable. No credentials or provider response bodies are returned. - No schema migration, workflow change, lockfile change or staging deployment. ## Model Used OpenAI Codex, GPT-6 family. The exact serving model identifier and context-window size are not exposed in this session. Tool-assisted implementation, 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 - [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 22:27:11 -05:00
DottaandPaperclip	b8ffeb973a	feat(runner): add experimental Grok Bot agent participation (#16219) ... ## Thinking Path > - Paperclip manages AI agents that perform work for a company. > - The shared Runner owns task admission, authority, receipts and finalization. > - An existing Grok Bot needs to receive assignments and return results through that Runner. > - The Bot also needs governed access when it starts work from its own conversation. > - This PR adds agent-purpose MCP access and routine webhook dispatch. > - It reuses the external-agent Rust Runner and keeps Grok capabilities explicit. > - The provider stays experimental until the real-client managed journeys pass. ## Linked Issues or Issue Description **Agent or provider** Grok Bot, distinct from the Grok Build coding runtime in #13882. **Why this adapter is useful** Users can assign work to an existing Bot, receive progress, questions, documents and files in Paperclip, and let the Bot initiate work under its agent permissions. **How the agent is invoked** A webhook-only routine delivers bounded references. Dedicated named-agent OAuth and MCP provide inbound calls. Setup follows [Grok routines](https://cursor.com/help/grok-bot/routines) and [custom plugins](https://cursor.com/help/grok-bot/connect-plugins). The current desktop app needs its Bot-generated Webhook URL navigation link when routine-row clicks fail. The GitHub search found related Grok Build runtime work, but no existing Grok Bot agent provider. This extends the roadmap’s existing agent, Runner, governance and artifact foundations. ## What Changed - Add default-off Grok Bot participation through the shared real Rust external backend, preserving native provider identity guarantees and distinguishing session closure from remote termination. - Bind agent OAuth to company, agent, client, gateway and authorizer; recheck permissions and task-bound execution authority without manufacturing a native identity. - Persist routine configuration, dispatch intents, authenticated acknowledgement and recovery holds. Store URL/key together in encrypted secret storage, use guarded public egress, and never automatically replay ambiguous HTTP delivery. - Reuse native tools, durable waiting, completion assessment and review. Add task-bound file grants through existing artifact storage; suppress proactive echo dispatch and synchronous result wake loops. - Enforce the current native deliverable work-mode policy at file-ticket issuance and use. Add operator retries for confirmed rejected wakes, with retained receipts, stable retry intent and current-authority checks. Recovery locks bindings before routine rows. Thread Stop resolves the selected run and its agent. - Cancel queued and preparing Stop targets before assignment creation, restore saved setup after a failed request and successful retry, and publish the Grok provider descriptor schema. Advance the versioned Copilot source declaration for the shared schema change; its qualification remains pending. - Filter task summaries with the shared privacy policy, preserve feedback admission when wake delivery is blocked, reconcile settled delivery receipts without restoring work authority, and bind every Stop control to its displayed run. Recovery records distinguish dispatch uncertainty from a revoked session. - Add resumable guided setup, credential replacement, consent, management, observed work status and stop/recovery controls, plus an interactive Storybook journey using the production task thread, question form and report card. Grok’s own apps remain available; Paperclip workspace and third-party tools are deferred. ## Verification - Five focused protocol, authorization, person MCP and Runner files: 192 tests pass. The Grok assigned-work case executes the actual Rust Runner, saves a document, uploads/deduplicates a file and reaches ordinary finalization. - Proactive intake/deduplication and renewed-session recovery pass. These use scripted clients and synthetic storage; they are not real-provider acceptance. - Repository typecheck, production build, token gates, map checks and Storybook build/catalog checks pass. The local full-suite campaign was stopped after macOS shared-memory exhaustion repeatedly prevented embedded PostgreSQL startup. No local aggregate pass is claimed. The first clean-worker CI run identified avatar fixture/configuration, flag defaults, feature-card ordering and OpenAPI route-coverage gaps; all four focused regressions pass after correction. Those regressions pass. The latest clean-worker CI run also found a Copilot source-hash declaration mismatch after the shared descriptor update; the corrected declaration passes all 28 integrity tests. The next review corrections pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner contract/integrity/history tests. The latest database fixtures were blocked at startup by host shared-memory exhaustion; clean-worker CI must execute their new regressions. Full current-head CI now passes: 54 successful checks and four intentional skips. The database regression uses the PostgreSQL driver result shape; file-policy, rejected-feedback and lock-order cases pass on clean workers. Current-head Greptile is 5/5 with no unresolved findings. - Rendered setup steps and outbound-only verification were walked through in Storybook. Simulation cannot enable Done without an authenticated-reply state. - Actual client OAuth, continued access, reconnect and one routine wake with an exact chat acknowledgement were observed separately. This candidate’s live authenticated challenge, assigned/proactive workflows, Linux managed artifact, restart and cleanup are not yet qualified. The provider stays disabled by default. - The separate Cloud ingress change forwards only exact task-bound upload/download paths and preserves host identity and header stripping. - Current Cloud policy reserves Test for pre-merge app/harness experiments; Staging accepts only master-derived revisions. Real-client qualification needs a supported, authorized deployment target and remains outstanding. ## Risks One append-only migration adds routine/dispatch state and extends shared bindings and file tickets. The unshipped migrations were regenerated after upstream consumed their original numbers. Rolling back code retains the durable rows; revoke grants and inspect unknown remote activity before resuming dispatch. Grok cannot confirm remote termination, stream its complete transcript or report spending. Plugins are account-wide and do not isolate credentials between Bots. Real-client managed acceptance remains required before enabling the experimental provider. ## Model Used OpenAI Codex based on GPT-6, with reasoning, code execution and browser/native UI tools. The exact deployment model ID and context-window size are not exposed by this runtime. ## 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 20:57:42 -05:00
4 people	ba4fac585d	feat(agents): show who created an agent in shared companies (#16055) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company in Paperclip can have more than one human member, and each member can create agents > - The app does not record which person created an agent > - When two or more people share a company, members cannot see who added an agent or who to ask about it > - This pull request records the creator of each agent and shows the creator on the agent Overview tab > - The benefit is clear ownership of agents in shared companies, with no change for single-user companies ## Linked Issues or Issue Description No public issue exists. This description follows `feature_request.yml`. **Subsystem affected** Agents: the agent data model, the agent create path on the server, and the agent Overview tab in the board UI. **Problem or motivation** Paperclip does not record which human user created an agent. When more than one human user works in a company, the agent page does not tell members who created the agent. **Proposed solution** Record the user ID of the creator when a human creates an agent. Show "Created by <name>" on the Identity card of the agent Overview tab. Show this row only when the company has two or more human members. Do not count the synthetic local Board principal as a human member. Do not show the local Board as a creator. **Alternatives considered** Count human users across the full instance. We did not do this. An instance-wide count tells a member of one company that other companies have users. The creator is always a member of the agent's company, so the company count is sufficient. **Roadmap alignment** `ROADMAP.md` has no item for agent ownership. This change is small and additive. ## What Changed - Add the nullable column `agents.created_by_user_id` (`packages/db/src/schema/agents.ts`, migration `0343_new_mentor.sql`). - Set the column in the single agent insert path (`server/src/modules/agent-lifecycle/adapters/records.ts`). The value comes from the authenticated user actor. The server ignores a creator value in the request body. Agents that agents or the system create keep `null`. - Backfill existing agents in the migration. The backfill uses the earliest `agent.created` or `agent.hire_created` activity row that a user actor wrote in the same company. - Add `createdByUserId` to the shared `Agent` type (`packages/shared/src/types/agent.ts`). - Add `ui/src/lib/agent-creator.ts`. It decides if the UI shows the creator row and it resolves the creator name. If the creator left the company, the row shows "Former member". - Add the "Created by" row to the Identity card in `ui/src/pages/AgentDetail.tsx`. If the company user directory request fails, the row shows "Could not load creator". The row does not disappear silently. - Add the Storybook story `Pages/Agent Detail → Shared Company Shows Creator`. - Document the column in `doc/SPEC-implementation.md` §7.2. ## Verification - `pnpm --filter @paperclipai/db typecheck` passes. This includes the migration numbering and migration safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `ui`: `tsc --noEmit` passes. - `server`: `vitest run src/modules/agent-lifecycle/__tests__/lifecycle.test.ts` passes (49/49). Two new tests: - The server records the creator from the actor and ignores a creator value in the request body. - The backfill takes the earliest user activity row. It skips agent actors and rows from other companies. - `server`: `vitest run src/__tests__/built-in-agents.test.ts` passes (40/40). A new test checks that a built-in agent enabled by a human records that human, and that automatic provisioning stays unattributed. The gated (pending-approval) provisioning test also asserts the creator. `src/__tests__/built-in-agent-routes.test.ts` also passes. - `ui`: `vitest run src/lib/agent-creator.test.ts src/pages/AgentOverview.test.tsx` passes (10/10). The tests cover these cases: the row shows with two or more humans, the row stays hidden with one human plus the Board, the UI never shows the Board as the creator, the row shows an error when the directory request fails, and the row stays hidden (no error) for agents with no creator or the Board as creator. The last case fails without the fix. - The current Storybook catalog uses source annotations and generated indexes. `node scripts/storybook-catalog.mjs --check` passes (264 story files, 2,514 stories). The merge keeps the authored catalog deletion from master. - `pnpm check:token-gates` is clean. - Screenshots from the Storybook story (fake data: two human members, Alice Admin and Bob Builder, plus the local Board). The red "Could not load public key" text is a Storybook artifact: the story has no fixture for the public key request. The existing `Dashboard` story shows the same text. **Two or more human members: the Identity card shows "Created by".**  **One human member plus the local Board: the row stays hidden.**  Full Overview tab: [overview-created-by.png](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/overview-created-by.png). The images are on the separate branch `pr-assets/agent-created-by`. They are not in this PR and do not go to `master`. - Manual check: open Storybook at `Pages/Agent Detail → Shared Company Shows Creator`. The Identity card shows "Created by Alice Admin". The `Dashboard` story has one human, so it does not show the row. - Final focused verification on `5a02350cf16050a3cf3cb3f8dc061fe61758c60d`: all 99 tests pass across the two UI suites, built-in-agent suite, and lifecycle suite. The backfill test applies the complete migration twice. The migration uses `ADD COLUMN IF NOT EXISTS` and preserves the company-scoped backfill. Migration numbering and token checks pass. - Full repository typecheck, build, and Storybook build pass. The generated creator story ID is present. A Chromium check renders the production agent page fixture and verifies the creator row and Alice Admin name. Map checks and their 21 tests pass. A fresh Apex review is 5/5 on the current head with no unresolved findings. All 54 successful CI checks pass on this head, with two intentional skips, including all general and serialized test shards, E2E, typecheck, and build. The workspaces-b job passed after rerunning a runner shutdown; no source change was needed. The separate, unsharded local `pnpm test:run` invocation has not completed; complete suite verification comes from CI. ## Risks - Migration: the migration adds one nullable column and runs one `UPDATE` on `agents` with a correlated subquery on `activity_log`. On an instance with a very large activity log, the backfill can take some time. The migration does not lock other tables and does not delete data. - Backfill accuracy: agents with no user-authored create activity row keep `null`. The UI then does not show a creator. This is the same as the current behavior. - Privacy: the row shows only names from the company user directory, and only to users who can already see that directory. - Low risk for single-user companies: the UI does not change for them. > 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 - Provider: Anthropic, Claude Opus 5.5 (model ID `claude-opus-5-5`), run as a coding agent through Claude Code with tool use (shell, file edit, and test execution), standard context window. OpenAI GPT-6 (`gpt-6`) through Codex assisted conflict resolution, regression tests, and repository verification. This session does not expose an exact 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Amy (Opus) <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>	2026-10-13 14:57:41 -07:00
DottaandPaperclip	22d05644f4	feat(ui): add Speko voice setup, task calls, and Storybook coverage (#15728) ... Runtime #15727 is merged. This PR adds the UI. Qualification follows in #15729. ## Thinking Path > - Paperclip manages agent work through tasks and governed connections. > - Chat connections already bind external conversations to those tasks. > - Speko handles voice and telephony, while the selected Paperclip agent does the work. > - A call needs durable session authority, ordered follow-ups, and safe result delivery. > - This PR adds the Speko setup and call controls to the existing Apps and task UI. > - This PR depends on #15727. The qualification suite follows separately. Speko stays experimental. ## Linked Issues or Issue Description **Problem or motivation** Phone and browser voice conversations cannot use the chat connection task lifecycle. A separate voice runtime is needed to preserve task authority, retries, and reply history. **Proposed solution** Add company-scoped voice sessions, signed callbacks, durable replies, inbound intake, and an agent-facing outbound-call tool. Reuse existing tasks, queues, secrets, and publications. **Roadmap alignment** This extends the experimental chat connector entry points under Agent Chat and Connected Apps. The project owner requested this feature. Refs #11418 for the original provider catalog proposal. This implementation uses the newer chat connection infrastructure rather than an MCP catalog-only integration. Refs #15721 for remote OpenCode startup. ## What Changed - Add the Speko Apps catalog entry, provider artwork, and browser SDK. - Reuse existing agents in setup. Keep the optional Company Phone Agent in the catalog, with connection instructions available to any assigned agent. - Add task voice controls, transcripts, phone callbacks, inbound-line settings, and call Activity entries. - Surface retryable connection and incoming-task inventory failures, preserve active call controls and cached tasks, restore keyboard focus after recovery, and bound notification polling so a stuck request cannot hide later results. - Put Save & exit and Connect Speko in the credential step’s shared footer. - Add deterministic production-component Storybook fixtures for setup, lifecycle, failures, permissions, and phone surfaces. - Include voice components in the design guide. Stories never request a real microphone or place calls. ## Verification - All 27 focused UI/controller regressions, UI typecheck, token gates, and 28 map/catalog structural tests pass. The shared connection cache test covers pause/resume invalidation during the 30-second fresh period. - Storybook builds 157 Speko production-component stories. The complete prior 156-story set passed all 624 checks on UI source 249cbc616a. After the final cache repair, all 152 affected page/launcher checks passed across both themes, 390/1200 widths and reduced motion. Real microphone access and external provider requests are blocked. - Source annotations follow the current generated-catalog contract. No generated catalog or lockfile is included. Three inherited GitHub-heading tests passed after master reconciliation. - Latest-head CI and Greptile review must pass before merge. Local fixture success does not establish provider or spoken-playback acceptance. - The separate integrated browser run passed two journeys and failed browser answer retrieval. Real browser/telephone playback and timing acceptance remain outstanding. See the dated qualification report and E01–E16 runbook. Speko stays experimental. ## Risks - Voice sessions add migrations and provider-dependent lifecycle behavior. Migrations preserve existing chat and AI transports. - Callback origins must be reachable HTTPS. Provider keys and signing secrets remain vaulted. - Unverified callers receive task-scoped low-trust authority. Caller ID does not grant private task access. - Outbound telephony incurs provider charges. Provider acceptance is not proof that the caller heard an answer. - Keep the feature behind the existing experimental chat setting until the real browser, inbound, outbound, and delayed-result acceptance matrix passes. ## Model Used OpenAI Codex, GPT-6, with tool use and code execution. The exact serving model ID and context window 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 - [ ] 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 16:26:38 -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	be380ba155	fix(ui): hide agent-created tasks by default (#16157) ... Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 09:26:37 -05:00
Dotta	4a641d0980	fix(ui): default human task replies to the latest assigning agent (#15594) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tasks let agents ask a person for input. > - The reply composer needs a useful default recipient. > - A recent comment does not identify the agent that assigned the task. > - The old fallback can select the person who is writing the reply. > - This change uses the latest agent assignment and keeps manual choices. ## Linked Issues or Issue Description **What happened?** When an agent assigns a task to a person, the reply composer can select that person or a different commenter. A data refresh can also replace a manual selection. **Expected behavior** For a task assigned to the current person, select the latest agent that assigned it to them. If no such assignment exists, use the latest other commenter. If neither exists, leave the recipient empty. Keep explicit choices during refreshes. **Steps to reproduce** 1. Have agent Alpha assign a task to a person. 2. Assign it to agent Beta, then have Beta assign it to the same person. 3. Open the task as that person. 4. Check that the reply composer selects Beta. 5. Select another recipient. Refresh task data. Check that the selection stays. Related work: #15091 shares task composer controls. This change fixes recipient defaults. ## What Changed - Read real assignment changes from REST and native runner task activity, in time order. - Record human assignee fields in native create and reassign activity. - Ignore unchanged assignment fields and assignments to other people. - Use the assigning agent before comment hints for human-owned tasks. - Connect the suggestion to current and classic task composers and pipeline replies. - Keep manual selections when suggestions change. - Add regression tests and document the fallback. - Use tasks with no assignee in the attachment receipt tests. This keeps the tests on the comment route. Dismiss announcements through the real UI. - Record human and agent assignees in REST creation receipts. Include child creation in the assignment history resolver. ## Verification - Focused tests cover assignment order, creation, other recipients, unchanged fields, fallback, and manual selections. - Browser fixture uses the real composer and assignment resolver. It selects Beta and keeps a manual human selection after history refresh. - Passed: 223 focused tests across four suites. - Passed: `pnpm --filter @paperclipai/ui typecheck`. - Passed: `pnpm --filter @paperclipai/ui build`. - Passed: `pnpm check:token-gates`. - The initial CI run passed full build, typecheck, Rust, unit tests and seven E2E shards. The attachment shard exposed tests that relied on the old self-selection default. The tests now select the recipient explicitly. - Native assignment regression tests and resolver tests pass: 40 tests. - Attachment E2E suite: 10 passed; one page-load timing failure passed on an isolated rerun. All 11 cases passed across the suite and rerun. - Previous full CI passed at cc7ed05. New CI must pass on the current head. - Latest local checks: 16 resolver tests and 7 workspace policy tests pass. REST creation audit tests cover both creation routes. - The latest browser check could not start. The UI build exceeded the local memory limit (exit 137). Full typecheck, tests, build, and browser checks will run in CI. ## Risks - Old activity rows without previous assignment values cannot prove a reassignment. They use the comment fallback. - An empty fallback requires the person to choose a recipient or use the existing no-assignee flow. - No database or API schema changes. ## Model Used OpenAI Codex, GPT-6. The session does not expose an exact model build or context window. Used code editing, shell tools, tests, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Final validation at f83f2f6: 55 checks passed. Two optional Storybook checks were skipped. All browser shards passed. Both review threads are resolved. Classic attachment tests use the real no-assignee confirmation.	2026-10-13 00:56:15 -05:00
DottaandPaperclip	f329b24ee1	feat: give tasks durable project-optional workspaces (#15749) ... Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries. Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-12 20:45:18 -05:00
Dotta	a9830414c7	Preserve repository dependencies when importing GitHub skills (#15731) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Skills library imports reusable instructions from GitHub. > - Some skills depend on shared files and sibling skills outside their folders. > - Directory-only imports lose those dependencies. > - This pull request keeps repository files together and lets users select which skills appear in the library. > - Agents receive the original files and paths through the existing skill delivery system. ## Linked Issues or Issue Description Refs #14713. Related: #13656. **Current behavior** GitHub imports copy independent skill directories. Shared scripts, policies, helper skills, and credit files can be omitted. One shared-file error can block every skill. **Proposed behavior** New imports keep repository files together at the scanned commit. Show all skills with their folders and select every skill by default. Collapse individual package files. Omit unsupported or oversized files with a warning. Import available content without repair choices or an extra confirmation. Keep warnings on the saved source. **Reason and benefit** Skills can read their shared repository files after Paperclip delivers them to an agent. Original instructions stay unchanged. Users can inspect included files and understand omissions before and after import. ## What Changed - Store immutable company-scoped repository snapshots and associate them with skill versions. Regenerate the migration after merging master. - Preserve original bytes, binary encoding, and executable modes. Shared-file changes version each usable selected skill. Pinned versions retain their original files. - Deliver a discovery wrapper with the original tree under `.paperclip-repository/`. Preserve invocation policy when present. Fork and create-from-existing retain repository files. - Keep repository files together for new UI imports. Show every skill, select all by default, and collapse package files. Remove the packaging-mode menu. Keep the mobile import footer visible. - Warn about symlinks, submodules, oversized files, missing references, and invalid optional manifests. A malformed skill remains selected with a Needs setup warning. Usable skills still publish, and its original file remains repository support content. Source warnings persist through refresh. Unsafe execution and secret-disclosure findings omit the affected files before snapshot publication. - Expose saved repository files in the installed skill viewer, including binary encoding and executable flags. Reads use the immutable company-scoped snapshot; relative instruction links resolve from their original repository directory. - Audit delivered inventories and derive trust from all repository files. Accept evaluation prose while retaining dynamic-execution findings. Read blobs in one bounded Git batch and check budgets before reading support files. Imports never execute setup commands. - Add scanner, database, delivery, UI, and browser regressions. Update Storybooks, screenshots, and documentation. ## Verification - 69 focused scanner, Git snapshot, delivery, and PostgreSQL lifecycle tests passed. They cover partial imports, warning persistence, missing references, binary files, executable modes, copies, pinned versions, cancellation, company isolation, and batched Git reads. - 110 import, skill-detail, selection-tree, saved-file link, and Markdown renderer tests passed. A file-switch regression failed before the resolver fix and passed afterward. Browser walkthroughs cover the all-selected open tree, repository preview, non-blocking warnings, missing references, setup problems, warning persistence, and mobile layout. - Full workspace typecheck and build passed. Runner E2E TypeScript checks and design-token gates passed. The full serial local suite was attempted and stopped after over an hour. The existing 40,000-file Git streaming stress test failed after 303 seconds on macOS; the broad local suite is not counted as passed. All 55 applicable PR checks passed on the final commit, including the full sharded CI suite. Two optional Storybook workflows were skipped; the five local Storybook walkthroughs passed. - On October 12, live campaigns imported the private Poteto repository through the production GitHub Sources UI, selected architect and bro, and invoked them with native Codex on local and Daytona. The source connection was disabled before invocation. Independent filesystem inspections matched every supported Git blob, size, and executable mode. Both tasks completed and cleanup passed. Campaigns: `local-2026-10-12T15-07-39-504Z` (both environments), `local-2026-10-12T16-08-39-682Z` (local), and `local-2026-10-12T16-03-33-938Z` (Daytona). Each of the two selected skills received all 234 supported repository files. Later changes only affect the installed-file viewer and documentation. This qualifies skill delivery and instruction reads, not every Poteto workflow or adapter. - A manual source-checkout test drive imported a synthetic private GitHub repository with a symlink, an oversized file, a missing reference, and malformed skill metadata. Available skills published with their shared checklist. The walkthrough found duplicate warning text after import; the final UI fix removes that duplicate. The file viewer exposes saved repository dependencies and resolves authored relative links without changing the instructions. A follow-up live refresh omitted unsafe helper files with warnings, preserved every safe file byte, and survived a server restart. Screenshots below use the production UI with Storybook fixtures. They do not replace the live GitHub and runtime checks. <details> <summary>All skills visible and selected by default</summary>  </details> <details> <summary>Import stays available with warnings</summary>  </details> <details> <summary>Repository file inspector</summary>  </details> <details> <summary>Mobile import</summary>  </details> ## Risks - Each selected skill carries a repository copy in the runtime. The database stores each snapshot once. Runtime transfer and storage increase with the number of assigned skills. - Runtime budgets remain: 9,990 repository entries, 1 MiB per file, and 61 MiB total. File omissions are recorded as warnings. Source-access or download failures retain installed versions. - Import success does not prove that every skill can run. Environment dependencies, credentials, delegation tools, and schedules still need configuration. Imported setup scripts are not executed. - Live runtime coverage is native Codex on local and Daytona. Other adapters use the shared delivery path but were not exercised in these campaigns. The roadmap marks Skills Manager as shipped. This extends the existing importer. Related pull requests were checked. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, automated tests, and browser tools. The exact deployment identifier and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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	2026-10-12 11:30:20 -05:00
DottaandPaperclip	762d680daf	feat(ui): upload files directly in task artifacts (#15964) ... ## Thinking Path > - Paperclip helps people manage agent work and retain its context. > - Task documents and attachments keep that context with the task. > - The Artifacts panel showed output but could not accept a new file. > - Uploading through a message can require resuming a paused task. > - Existing document and attachment APIs can save files directly. > - This PR adds direct uploads and a drop target to the task panel. > - People can add context while keeping work paused and unassigned. ## Linked Issues or Issue Description **What existing behavior does this improve?** The task Artifacts panel and its existing document and attachment APIs. **Subsystem affected** ui/ — React board UI. No server, schema, or API changes. **Current behavior** The Artifacts panel cannot upload a file. It also excludes files uploaded by people. The message composer can require a task to resume before it submits attachments. **Proposed behavior** Use the upload icon or drop files anywhere in the open Artifacts panel. The target includes the header, padding, and existing cards. Files save directly to the task without a message or a pause change. **Reason and benefit** People can prepare a handoff on a paused, unassigned task without starting agent work. Markdown becomes a task document. Other supported files use attachment storage. **Breaking changes** Files from people now appear in Artifacts alongside agent output. Promoted attachments still appear once. A repeated Markdown filename creates a separate document instead of replacing an existing revision. Existing APIs and limits stay the same. **Additional context** Related upload API work: Refs #7472 and Refs #7248. This PR adds the missing task-panel entry point. ROADMAP.md lists Artifacts and Work Products as available; this is a scoped UI improvement. ## What Changed - Add an upload icon with no visible label or background. - Accept file drops across the full task panel, including the desktop portal header and mobile tabs. - Show per-file progress and inline Retry and Dismiss actions. - Import Markdown under a new document key and retain existing revisions. - Include files from people in Artifacts and dedupe promoted attachments. - Add component and task-journey stories for empty, populated, loading, error, mobile, and drag-over states. - Add real browser tests for persistence, pause preservation, duplicate document names, full-panel drops, and partial failure recovery. ## Verification - Five Playwright tests passed against an isolated instance started by the source `test-drive` command. The document API, attachment storage, pause holds, downloads, and task UI were real. Only the explicit upload failure was injected. - The browser tests verified desktop and mobile uploads, document reading, persistence after reload, no task comments or runs, header drops, preservation of original and hidden internal documents, reserved filename handling, and upload retry. - 163 focused UI tests passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm check:token-gates` passed. - The full Vitest suite is running after repair of an exhausted local PostgreSQL shared-memory pool. The initial run failed to initialize PostgreSQL. Six unattached segments had no living creator or last-user process; removing them restored free slots. - CI and the current-head Greptile review are pending. ## Risks - Artifacts now includes user files, so existing tasks can show more cards. - Uploads retain the server's authorization, file-type, size, and revision checks. No migration is needed. - Binary attachment uploads use the existing API. A transport failure with an unknown save outcome can retain the existing API's retry ambiguity. ## Model Used OpenAI GPT-6 through Codex. The exact runtime snapshot ID and context-window size were not exposed to this session. The model used repository inspection, code editing, shell tools, 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 #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-12 08:11:31 -05:00
3 people	f331d386dc	fix(ui): attribute stackless unhandled rejections with event and lifecycle facts (#15940) ... Diagnostics only for Sentry PAPERCLIP-FRONTEND-G: record trusted/synthetic unhandledrejection origin, promise kind, and coarse page lifecycle facts without reading rejected values. Co-Authored-By: Amy (Opus) <claude@users.noreply.github.com> Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-11 19:26:44 -07:00
DottaandPaperclip	a7dd5284b5	feat: add company fast-response acknowledgements (#15748) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human messages start agent work through task, chat, and external-channel intake. > - Agent startup can delay the first visible response. > - A small direct model call can acknowledge the request while normal work starts. > - This response must remain separate from evidence that the agent answered or completed work. > - This pull request adds optional company-wide fast responses with durable receipts, access checks, and cost accounting. > - Users receive prompt acknowledgement without changing the agent execution path. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: database, shared contracts, server orchestration, connections, and UI. **Problem or motivation** Users can wait for an agent to start before they receive a contextual response. Generic progress messages do not confirm what the user asked. An acknowledgement must not falsely complete work or satisfy an unanswered turn. **Proposed solution** Add a disabled-by-default experimental fast-response model using an existing shared API connection. Generate one short acknowledgement for each accepted human turn. Use the existing agent identity and external publication outboxes. Retain platform provenance and account for the inference independently. **Alternatives considered** Running the acknowledgement through the agent runtime adds startup latency. Restricting implementation to OpenRouter leaves other existing API connections unsupported. This change supports all existing API connections and uses OpenRouter for live verification. **Roadmap alignment** This extends existing agent communication and connection settings. ROADMAP.md and open pull requests were checked. No duplicate fast-response implementation was found. The maintainer supplied the feature plan directly. ## What Changed - Add Experimental fast responses to instance settings. Keep the feature off by default. Enforce the flag at intake, dispatch, and publication. - Move Decision model and Fast response setup to company Settings → Connections when the experiment is enabled. Place Connections below Environments. Separate the model sections with clear headings and a divider. Keep Decision model in General when the experiment is off. Route Costs setup links to the available settings page. - Make the acknowledgement prompt a multiline template string. Ask for a brief, positive response in the user’s language. - Add settings, connection/model selection, sponsorship, fixed-sample testing, and Costs history. - Add a Vercel AI SDK text service for existing native, routed, Bedrock, and local API connections. - Add durable per-turn requests, a bounded worker, a three-second admission deadline, and one inference attempt. - Integrate task creation, task and agent chat, steering, queued follow-ups, experimental board chat, shared chat intake, and email. - Preserve receipt provenance and exclude receipts from completion, recovery, interaction resolution, and agent wakeups. - Recheck authorization, source validity, real replies, budgets, and destination binding before publication. Preserve accounting for suppressed or uncertain outcomes. - Add provider contracts, database race tests, channel outbox tests, UI tests, Stories, and documentation. Keep decision-model execution unchanged. ## Verification - Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after rebase. The UI typecheck and build also pass after the final navigation fixes. All 37 focused navigation tests pass. The first full local `pnpm test:run` invocation reported seven chat failures. All seven passed in isolated reruns after fixture updates and host cleanup. This invocation was stopped after the full final-head CI suite passed. - Initial local database tests hit macOS shared-memory exhaustion. A diagnostic confirmed `shmget: No space left on device` with the system limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were reclaimed. The isolated rerun passed all 31 fast-response and channel tests. The two additional Slack regression cases also passed in a separate rerun. No active database was stopped. - UI token gates pass. Provider contract tests cover all supported API connection types. Fast-response tests cover uniqueness, authorization, budgets, expiry, cancellation, restart, real-reply races, and the experimental flag. - The test drive verified that disabling the experiment hides Connections and redirects its direct URL. Enabling it restores the saved OpenRouter setup. After restart on the final commit, the OpenRouter settings sample returned “Sure, I’ll take care of fixing the border around the settings panel.” in 428 ms. It used 260 input and 31 output tokens and recorded $0.0000576 in reported cost. - Earlier live OpenRouter verification produced a receipt in 1.013 seconds for a new task. The real agent then supplied its substantive answer. A separate settings test took 1.34 seconds, used 246 input and 23 output tokens, and recorded $0.0000361. - Live Slack verification on final commit `24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial task and a follow-up in a disposable bot DM. The initial acknowledgement appeared 2.405 seconds after the Slack message and 1.413 seconds after durable acceptance; the follow-up appeared in 2.322 seconds and 1.160 seconds respectively. The recorded generation/settlement durations were 898 ms and 697 ms. The initial call used 291 input / 39 output tokens and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035. - The Slack acknowledgements retained the assigned agent identity and `origin: fast_response`, source-turn references, and no fabricated run ID. A status snapshot after the initial receipt showed the task still `in_progress` with its real execution run. The agent then read the CSV fixture and correctly reported two ready items, two blockers, and their owners. Both replies stayed in the originating DM, and no duplicate generic working message followed the delivered contextual acknowledgements. The `new` command started a fresh conversation session without generating a fast response. - An earlier eligible Slack turn generated a response but suppressed publication. Its reported cost was retained, generic progress remained, and the real agent completed the requested result. This is recorded separately from the two delivered acknowledgements; the history did not expose a precise suppression reason. - Slack verification used real signed provider events, the existing intake/publication paths, and a user-approved temporary webhook-only HTTPS tunnel. Subscriptions were limited to direct-message events. The test bot was paused and the tunnel stopped afterward. Live channel/group-thread and GitHub journeys remain unverified; their mocked tests cover intake, destination binding, publication, and continued underlying work. - Greptile reviewed final commit `24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review findings are fixed and all threads are resolved. [Final-head CI run](https://github.com/paperclipai/paperclip/actions/runs/38060015730) passed. This includes grouped server/chat/workspace tests, serialized suites, runner checks, browser journeys, typecheck, build, release registry, policy, and the canary dry run. - Manual check: enable Experimental fast responses. Open company Settings → Connections. Select a shared API connection and model. Save and use Test response. Submit a task message and confirm that its receipt does not complete the task. ## Risks - The migration adds receipt and configuration tables plus accounting references. It uses idempotent statements and follows the current migration sequence. - A slow provider, authorization change, or real-agent reply can suppress an acknowledgement. Existing progress feedback remains available. - Unknown provider billing retains a reservation until reconciliation. External deliveries with uncertain outcomes must not be blindly repeated. - Live Slack initial-task and follow-up DM journeys pass. Live Slack channel/group-thread and GitHub journeys remain unverified. The PR remains a draft and records these gaps. Final-head repository CI and automated review pass. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser interaction. The runtime does not expose an exact model snapshot ID or context-window size; these are not asserted. ## 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>	2026-10-10 13:09:17 -05:00
3 people	30c8aa1cc1	fix(ui): remove workspace from task and inbox filters (#15788) ... updated 14 checked lines erclip is the open source app people use to manage AI agents for work > - The board shows tasks in a list and in the inbox > - Each of those screens has a filter menu > - The filter menu includes a Workspace section > - The list already shows the workspace name, and the user can group by workspace > - This pull request removes Workspace from those filter menus > - The benefit is a shorter filter menu. The workspace label and the group option stay ## Linked Issues or Issue Description No public GitHub issue exists for this change. This description follows the enhancement template. Related pull request: Refs #15403. That pull request also edits the task list. It does not remove the Workspace filter. **What existing behavior does this improve?** The filter menu on the task list and the inbox. **Subsystem affected** ui/ — React + Vite board UI **Current behavior** The filter menu shows a Workspace section when isolated workspaces are on. The user can select one or more workspaces there. The task list also shows the workspace name as a label. The user can group the list by workspace. A workspace value in the page address also limits the list. **Proposed behavior** The filter menu does not show Workspace. The workspace name stays in the list. Group by workspace stays. A workspace value in the page address still limits the task list. A click on a workspace name in the list still limits the list to that workspace. **Reason and benefit** The filter menu repeats a choice that the list and the group control already give. Removal of that section makes the filter menu shorter. Saved links that include a workspace value still open the same limited list. **Breaking changes** The filter menu no longer lets the user pick a workspace. A saved workspace query still works. Decision filters are not part of this change. ## What Changed - Remove the Workspace section from the task list filter menu - Remove the Workspace section from the inbox filter menu - Keep workspace labels, group by workspace, and workspace query scope - Update the filter menu test so it checks that Workspace is absent - Drop a saved workspace selection when preferences load, and keep the other saved filters ## Verification - Run `corepack pnpm exec vitest run --config vitest.config.ts src/components/IssueFiltersPopover.test.tsx src/components/IssuesList.test.tsx src/pages/Inbox.test.tsx src/lib/issue-filters.test.ts src/components/IssueColumns.test.tsx` from `ui/` - Result: 5 files passed, 111 tests passed - Open the task list filter menu. Confirm that Workspace is not a section - Open the inbox filter menu. Confirm that Workspace is not a section - Open a task list with a workspace query. Confirm that the list shows only tasks for that workspace - Group the task list by workspace. Confirm that the groups still appear - A browser check of the live screens was not run in this workspace ## Risks - Low risk. The change removes a menu section. It does not change filter matching - A user who used the menu to pick a workspace must use the workspace label or the page address - Pull request #15403 also edits the task list. Merge order can cause a small conflict in `ui/src/components/IssuesList.tsx` ROADMAP.md does not plan this filter removal. This change does not add a core feature. ## Model Used - Provider: xAI - Model: Grok 4.7 - Capabilities: tool use, code edits, and test execution ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-10 01:13:35 -07:00
3 people	de042e79ef	fix(ui): keep code-block pastes in the nested editor (#15773) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - People write a routine description in a rich markdown editor > - That editor contains a nested code block for literal text > - A paste that starts with a markdown mark, such as a dash, goes to the outer editor > - The text does not appear in the code block > - This pull request sends that paste to the nested editor as literal text > - This pull request also adds a copy control next to the Overview heading > - The benefit is that a person can keep a routine description in a code block and copy it to another Paperclip instance ## Linked Issues or Issue Description **What happened?** A paste into a code block in a routine description does not appear when the pasted text starts with a markdown mark, such as a dash. A plain single line still appears. **Expected behavior** The nested code editor receives the paste as literal text. The text stays in the code block. **Steps to reproduce** 1. Open a routine and edit the description. 2. Add a text code block. 3. Click inside that code block. 4. Paste a line that starts with a dash. 5. The line does not appear in the code block. **Paperclip version or commit** `master` at `3389bea`. **Deployment mode** Local dev (pnpm dev) ## What Changed - The markdown editor does not take a paste that starts inside a nested code block. - The same editor is used for descriptions in the routine page and in the rest of the app. - The Overview heading has a copy button. - The button copies the draft description while you edit. - The button copies the saved description when you do not edit. - Unit tests cover the paste path and the copy button. - Screenshots show the heading while you view a description and while you edit it. ## Screenshots The copy icon sits next to the Overview title. The heading component is the production component. The page frame around it is a preview.     ## Verification - Run `corepack pnpm exec vitest run --config ui/vitest.config.ts ui/src/components/MarkdownEditor.test.tsx ui/src/components/RoutineSectionHeading.test.tsx ui/src/lib/routine-description-copy.test.ts` from the repository root. 57 tests passed on the code commit. - Open a routine description. Paste a line that starts with a dash into a text code block. Confirm that the line stays in the code block. - Click the copy button next to Overview. Paste the result into a new routine. Confirm that the description matches the draft while you edit, and the saved description when you do not edit. - Open the screenshots above. Confirm the copy icon is next to Overview in the view state and in the edit state, in light theme and in dark theme. - This workspace did not open a signed-in routine page. The screenshots render the production heading with the app color tokens. ## Risks Low risk. A paste inside a code block now stays in that block. A paste in the rest of the editor still follows the previous markdown path. The copy button only reads the description text. ## Model Used xAI Grok 4.7 with tool use. The model wrote this change in a Paperclip agent run. Context window is large. The model used tools to edit code, run tests, and capture screenshots. ## 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) - [ ] 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 (no user docs describe this paste path) - [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: Paperclip <noreply@paperclip.ing>	2026-10-10 00:42:10 -07:00
DottaandPaperclip	417db14e7d	fix: show credential access errors in task chat (#15741) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use AI connections to run tasks for a responsible user. > - A connection can deny access when its owner has not shared it with that user. > - The task conversation hides this cause behind a collapsed failure marker. > - People need to see which connection blocked the agent and how to fix it. > - This pull request shows an expanded access error in the task conversation. > - The error names the agent and connection, and links to the agent's AI settings. ## Linked Issues or Issue Description **What happened?** A task could fail because its responsible user could not use the agent's AI connection. The user saw a temporary error toast and a collapsed task failure. The task did not clearly explain the access problem. **Expected behavior** The task should show a visible error that names the agent, the connection, and the person who lacks access. For example: "Codie is configured to use Dotta's API Key, but you don't have access to that credential." It should offer a link to change the AI connection. **Steps to reproduce** 1. Configure an agent with a personal AI connection. 2. Start a task for a user who cannot use that connection. 3. Open the task after the run fails. 4. Check that the access error stays visible and links to AI settings. Refs #15714. That change classifies expected connection-sharing denials. This change makes the same failure clear in task chat. ## What Changed - Keep the connection display name in private error metadata when a sharing check denies access. - Store a private grant reference for the name visibility check. Use one rule for task summaries and full run responses. Show the name to the affected user and the connection sharing audience. Other task readers see a generic label. Strip grant IDs from public run responses. - Show an expanded error card for native and legacy task runs. Use "you" only when the viewer is the responsible user. - Link to AI settings and the failed run. Preserve names on resumed native runs. Hide the old error after a newer successful attempt. - Add full task-page Storybook examples, focused tests, and design guidance. ## Verification - Passed 249 focused tests for task chat, error text, private error metadata, and the real database run summary. These include resumed native runs and viewer access rules. - Passed all UI token gates on the rebased branch. - Checked the production task page in Storybook. Verified the viewer's error, another user's error, mobile layout, and a newer successful attempt. - Passed `pnpm -r typecheck` and `pnpm build` in a clean checkout with Node 24 and the pinned pnpm version. Passed the final server typecheck after the response filter changes. - Passed the real database route regression for the connection owner, affected user, and another task reader. Passed the registered secret redaction tests. - The local route checks needed `--testTimeout 60000` for cold imports. A broader local route run hit cold-import timeouts and an old fixture assertion that is now fixed. The duplicate local `pnpm test:run` aggregate was stopped to free resources. The full suite passed in CI with the normal timeouts. - Passed the full [final-commit CI workflow](https://github.com/paperclipai/paperclip/actions/runs/37996148342), including all server, UI, runner, browser, typecheck, build, and canary packaging gates. All 54 executed checks passed; two Storybook jobs were skipped. Greptile reviewed the final commit at 5/5 with no remaining findings, and every review thread is resolved. - Review the Storybook group `Task / Credential access` for the notice and full task-page examples. ## Risks - Only the allowed connection display name enters the compact run summary. Credential secrets, grant IDs, and arbitrary error details do not enter it. - Existing runs can lack the connection name. They show a clear fallback message. - The notice uses the existing task-run relevance rules. A newer attempt or a completed task hides the old failure. - No schema migration or API permission change is required. ## Model Used OpenAI GPT-6 through Codex, with tool execution and browser verification. The exact serving variant and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 17:06:54 -05:00
DottaandPaperclip	26d71d8def	Fix human author identity and viewer-relative alignment in task chat (#15494) ... Preserve human author identity in task chat and align only the current viewer on the right. Show other humans and agents on the left with their own identity. Include mixed-author Storybook journeys and regression coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 17:04:20 -05:00
DottaandPaperclip	c5f7713dd4	fix: clarify native tool use for external agents (#15734) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External agents keep their own tools and app connections. > - The Paperclip assignment catalog controls the Paperclip bridge. > - Dot treated a qualification test restriction as a rule for later work. > - Existing prompts did not clearly separate these two tool sources. > - This pull request tells agents to use their own capabilities and return results to Paperclip. > - The benefit is that a missing Paperclip app does not block an available native capability. ## Linked Issues or Issue Description Related work: #15722 and #15691. I searched open PRs for Dot tool guidance and found no duplicate. **What happened?** After a qualification test, Dot refused a Slack request because the test Paperclip agent had no assigned Slack app. Dot already had a working Slack connection in ChatGPT. It carried the test's plugin restriction into a later task message. **Expected behavior** An external agent uses its own available tools, apps, plugins, skills, and capabilities to complete the current request. It then returns the result through Paperclip's task reporting and completion tools. The assignment catalog limits Paperclip calls. It does not disable the agent's native tools. **Steps to reproduce** 1. Connect a Dot that has a native Slack connection. 2. Complete a Paperclip qualification task with a restriction scoped to that test. 3. Send a later task message that requires Slack. 4. Observe that Dot can mistake the Paperclip catalog for its full tool inventory. **Deployment mode** Observed on Cloud staging with the Dot Runner. ## What Changed - Add shared tool-use guidance for external-agent onboarding and Dot setup. - Include it in the server onboarding document, pairing response, event instructions, and capability response. - Clarify the tool descriptions on both Dot bridge paths. - Include the same guidance in each Dot Runner assignment without adding a shared-package dependency to the standalone Runner. - Document native tool use and the scope of test restrictions. ## Verification - The 49 relevant onboarding, Dot invitation, and Runner context tests passed. The final UI run passed 29 tests. The updated plain-text renderer run passed all 4 tests. - Full workspace typecheck, full workspace build, and design token gates passed. All current-head CI gates passed, including full tests, Runner verification, and browser E2E. Greptile is 5/5 on the exact final commit, and the one review finding is resolved. - The real Dot received the standing correction and confirmed that it will use its relevant tools and connections, return results through Paperclip, and stop carrying the test restriction forward. - Extended the existing plain-text renderer test to check native Slack access, qualification-test scope, and the Paperclip denial boundary. This covers agents that receive only the onboarding.txt URL. - The full Vitest suite passed in CI. The earlier local Cloud qualification run encountered failures in unchanged suites; this follow-up uses focused local tests for the instruction changes. ## Risks This changes instructions, not access checks. Native tools retain their own permissions and approval requirements. Paperclip operations remain scoped to the authorized company, agent, and task. Agents must not use another connection or identity to bypass a denial. There is no database migration or new permission grant. ## Model Used OpenAI GPT-6 through Codex. Used reasoning, repository tools, and browser control. 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 - [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>	2026-10-09 16:20:38 -05:00
DottaandPaperclip	cb291bf129	Fix Dot Cloud invitation and anonymous consent setup (#15722) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Dot joins through a public MCP connection and the Runner task system. > - A new hire must connect before its lifecycle can become ready. > - The invite UI treated the hire's temporary paused status as a manual pause. > - Anonymous Cloud consent also reloaded after protected background probes returned 401. > - This pull request fixes both gates without changing server access checks. > - The benefit is that a new Dot can complete Cloud setup and the UI waits for actual readiness. ## Linked Issues or Issue Description Related merged work: #15691 and #15581. I searched open Dot PR and issue titles. I found no duplicate. **What happened?** A new Dot invite displayed “Resume this agent before connecting Dot.” The hire was preparing or verifying. The anonymous Cloud consent page remained on “Loading connection request…” because background tenant-session failures caused repeated document reloads. **Expected behavior** The invite must issue a setup prompt when the server permits connection setup. Public Dot consent must load without a board session. The Done button must wait for both the binding and agent lifecycle to become ready. **Steps to reproduce** 1. Enable Dot, Assistant connections (MCP), and the native Runner on a Cloud test tenant. 2. Choose New Agent, Invite an external agent, then Dot. 3. Observe the false resume gate on the new hire. 4. Open the plugin's public Dot consent page in a browser without a tenant board session. 5. Observe the loading loop after a protected background probe returns `tenant_session_required`. **Paperclip version or commit** Reproduced on `556daf9a99e8674f9c4a1c38ac20ae9adafdd417`. **Deployment mode** Cloud staging with a managed Daytona Runner. No production tenant changes. ## What Changed - Return lifecycle state and connection setup authority in the operator Dot binding response. - Use that authority to prepare prompts during hire preparation and verification. - Continue polling after event readiness until the agent lifecycle is ready. - Keep expected tenant-session failures from reloading an exact public Dot consent route. - Classify Dot consent as a global route. Retain board session and archived-stack recovery. - Add regression tests and update the Dot deployment documentation. ## Verification - Before the fix, regression tests reproduced the false pairing gate and anonymous consent reload. - After the fix, 34 Dot invitation tests and 51 public consent/API/route tests passed before rebasing. - Full workspace typecheck, full build, final UI typecheck, and design token gates passed locally. All current-head CI gates are green, including full tests and browser E2E. - The final UI regression run passed 80 tests. The broad local test run has reported failures in unchanged chat, OAuth-tool-access, and native-resume suites while running alongside other development instances; the equivalent isolated CI lanes passed. The broad local run was stopped after these failures to release local resources; it is not claimed as passing. - Live Cloud qualification passed OAuth discovery, the approved agent grant, ChatGPT account handoff, a signed event subscription, and the inbox readiness challenge. The agent became ready and normal scheduling launched the managed Runner. A real Dot accepted the task, read its context, wrote and verified a document, posted a comment, and completed through paperclip_finish and paperclip_dot_finish. The task persisted as Done after reload, and the successful turn's sandbox was destroyed with a successful cleanup receipt. - Restarting the existing Dot refreshed its newly installed plugin actions. The first Daytona allocation remained creating and hit the acquisition deadline; a bounded normal retry acquired a sandbox and launched through authenticated provider ingress. The earlier allocation still rejects deletion while creating (HTTP 409), so its failed-run cleanup remains pending. - After deployment, use a real Dot to open the consent page without board credentials, pair, confirm task events, and finish an assigned task through the managed Runner. ## Risks The operator binding response has two new required fields. Server and UI must deploy together. The recovery exception only applies to a valid Dot consent pathname and tenant-session 401 responses. It does not expose protected APIs or suppress archived-stack recovery. No schema migration or agent permission change is required. ## Model Used OpenAI GPT-6 through Codex. Used reasoning, repository tools, test execution, and browser control. 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 - [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>	2026-10-09 15:19:33 -05:00
DottaandPaperclip	556daf9a99	feat(dot): run cloud assignments in managed sandboxes (#15691) ... ## Thinking Path > - Paperclip manages agents and governs their work. > - The Runner owns execution and task authority. > - Dot executes at OpenAI and uses Paperclip through MCP. > - Dot previously required a self-hosted controller. > - Cloud must admit Dot work in a managed sandbox and keep protocol traffic in the tenant. > - This pull request adds managed Dot execution and dedicated pairing routes. > - The same Runner path can later host sandboxed workspace tools. ## Linked Issues or Issue Description **Agent or provider** OpenAI Dot, through the existing dedicated MCP adapter. Related changes: #15402, #15414, and #15581. **Why this adapter is useful** Cloud users need to assign work to Dot and let Dot request work while idle. Neither path should execute agent commands on the control-plane host or require an idle sandbox. **How the agent is invoked** The tenant serves OAuth, signed mailbox events, and scoped tools. Normal admission creates a managed sandbox for each assignment. A verified Rust Runner owns that assignment and relays its tools and results. ## What Changed - Enable the external-agent invitation in Cloud behind the standalone Dot flag. - Launch Dot through the existing managed process launcher and authenticated PRP transport. - Verify the artifact digest and Dot capability before dispatch. Read provider checkpoints from the execution target for recovery. - Reject local execution in Cloud and reject managed workspace access for this release. - Add dedicated public Dot pairing aliases. Preserve the personal assistant consent paths. - Keep Dot events in the tenant when a personal Cloud broker is configured. - Use the app-configured heartbeat for Dot-initiated work. Report terminal admission failures and fence stranded offers before new admission. - Offer normal comments through the active assignment's mailbox. Keep their wakes deferred until a successful history receipt contains the exact IDs; preserve unread comments through finish, batching and recovery without replaying consumed input. - Require a sandbox process fingerprint before dispatch and allow a bounded five-minute controller reconnect gap. Preserve remote process birth without inspecting a colliding controller PID. - Recognize authenticated remote shutdown receipts even without an OS exit code. - Document dedicated pairing aliases and teach route coverage to inspect literal path arrays. - Add opt-in private Daytona qualification and focused contract tests. ## Verification - Workspace typecheck, production build, and UI token gates passed. - Focused onboarding, OAuth, managed environment, artifact metadata, and terminal-fence tests passed. One environment-test timeout passed on an isolated repeat. - A private Daytona fixture passed with the real Rust Runner, signed readiness, assigned app tools, document writes, duplicate receipts, authority fences, completion, and sandbox deletion. - A real OpenAI Dot completed both an operator-assigned task and a Dot-initiated task in managed Daytona sandboxes. Both leases were released. - A real accepted Dot assignment survived a controller gap longer than one minute with the same sandbox process, Runner, session, and assignment. Dot consumed the normal task-comment follow-up and completed exactly once; the lease was released. - A real cancellation fenced an accepted assignment, released its lease, and received Dot's acknowledgement without claiming a global provider stop. - Final local checks: 74 Dot execution, OAuth onboarding and API contract tests after integrating the current agent-lifecycle changes, 9 real Rust driver tests, 21 remote-runtime tests plus the 3 detached-process cleanup tests, and 17 lifecycle tests passed. The final live Daytona fixture passed and deleted its sandbox. - A final real Dot follow-up stayed pending until its exact comment appeared in a successful history receipt. Dot completed the original managed assignment once; its lease was released. - The broad local suite crossed a rebase and was stopped; its failures are not a qualification of this final source. Focused repeats passed. The final head passed all CI gates: workspace types, build, general and serialized test suites, Rust and Runner verification, all browser shards, and the canary dry run. Greptile is 5/5 with both findings resolved. ## Risks - Deploy the tenant app with its current Linux Runner artifact and the corresponding front-door protocol routes together. - This branch has not been deployed to a Cloud tenant. A deployed tenant still needs an OAuth and assignment smoke test. - Dot provider usage and cost are unmetered. Revocation fences Paperclip tools and does not prove a global OpenAI stop. - Missing or changed recovery identity fails closed. No replacement Dot thread is invented. - No schema migration is added. Managed Dot workspace access remains unavailable. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution, and browser testing. The exact runtime model 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 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>	2026-10-09 12:58:35 -05:00
DottaandPaperclip	2b4a1d7073	feat(dot): add guided invitations and persistent agent connections (#15581) ... Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 16:26:41 -05:00
Devin Foley	53105d5830	feat(apps): add Gauge connection (#15596) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that connects a provider's hosted MCP server to Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Gauge (`withgauge.com`) measures how AI answer engines mention and cite a brand. Its hosted MCP server also gives SEO, analytics and ads reports, and runs a content pipeline that can publish to a connected CMS. > - Gauge is not in the catalog. Operators must use the generic "Connect your own MCP server" flow. That flow has no branding, no organization guidance, and no warning about live CMS publishing. > - The connector playbook supports this provider with existing definition fields. The server supports dynamic client registration with a reviewed `mcp` scope, and it accepts an organization API key as a bearer header. > - This pull request adds the Gauge definition, its artwork, the research and permission-review ledger rows, documentation, and deterministic tests. > - The benefit is a branded, governed Gauge connection with browser sign-in, an API-key option, and a clear publish warning. ## Linked Issues or Issue Description **Problem or motivation** Marketing and growth teams use Gauge to track their brand in AI answers and to run content workflows. They want their Paperclip agents to read visibility, keyword and traffic data, and to prepare content. Gauge is not in the Apps catalog. Operators must paste the MCP URL into the generic remote-MCP flow, which gives no branding, no method guidance, and no warning that content tools can publish live. **Proposed solution** Add a catalog-only Gauge connection built from the connector playbook. Browser sign-in uses Gauge's dynamic client registration and requests only the reviewed `mcp` scope. The user selects one Gauge organization on the consent screen. An optional method sends a customer-created organization API key as an `Authorization: Bearer` header. Both methods warn the operator to set publish actions to Ask first. Every discovered tool stays governed by the normal per-action policies. **Alternatives considered** A plugin was not needed because no custom UI, tables, workers, or webhooks are involved. The identity scopes that Gauge also advertises (`openid`, `profile`, `email`, `organizations`) are not requested, because Gauge selects the organization on its consent screen. A Gauge-specific `classifyRisk` rule was not added, because the tool names cannot be seen without an account. The generic rule already classifies `publish`, `create` and `update` tools as writes. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog and does not overlap planned core work. ## What Changed - Added the `gauge` provider to `scripts/ingest-app-definitions.mjs` (category `analytics`, API-key placement, guidance, warnings, description) and regenerated `packages/shared/src/app-definitions/gauge.json` and the generated registry. - Added the Gauge row to the self-serve MCP research ledger with `dcr_or_api_key` auth and risk tier S3. - Added permission reviews for `gauge/mcp-oauth` (explicit scope `mcp`, from Gauge's live authorization-server metadata) and `gauge/mcp-api-key` (provider key), with evidence links. - Added Gauge's mark (`ui/public/brands/apps/gauge.png`, the avatar of Gauge's official GitHub organization) and the brand manifest entry. - Added gallery copy for the Gauge card. - Added `doc/connections/GAUGE.md` (endpoints, scopes, administrator setup, capabilities and policy, manifest, brand provenance, validation hook) and linked it from the connections README and the permission audit. - Tests: Gauge definition shape, store visibility and artwork, URL recognition, reviewed scope, bearer-header placement, the connect form's sign-in default and API-key gating, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx server/src/__tests__/tool-access-service.test.ts` — 738 passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs` — passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui typecheck` — clean. - `node scripts/ingest-app-definitions.mjs --definitions-only` produces no Gauge drift. - Manual: on a local instance, open Apps → Browse and confirm the Gauge card and icon. Open `/apps/connect?source=gauge` and confirm that sign-in is the default and that the API-key method is under Advanced. - Live metadata probe on 2026-10-08: an unauthenticated `initialize` on `https://app.withgauge.com/mcp` returns 401 with `resource_metadata`. Both `.well-known` documents return the recorded endpoints and scopes. Dynamic client registration succeeds. The authorize endpoint accepts `scope=mcp` and rejects an unknown scope with HTTP 400. ## Risks - Low risk to existing providers: the change is additive catalog data plus tests. The generated registry only gains one import. - Gauge content tools can publish to a connected CMS, including live, and a bulk keyword update replaces each prompt's keyword list. Both methods warn the operator, and the API-key helper text tells operators to set publish actions to Ask first. - Gauge API keys are not scoped and reach the whole organization. Paperclip cannot narrow an issued key. - The permission-review ledger records live proof for both methods as not run. The lifecycle checklist in `doc/connections/GAUGE.md` still needs a documented pass with a Gauge organization. > 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`, 1M context) in Claude Code, with tool use (shell, file editing, web research). ## 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	2026-10-08 12:37:06 -07:00
DottaandPaperclip	0111689d0a	test(ui): cover monitor-only task policies (#15587) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators open tasks to read progress and edit reviewers and approvers. > - Stored execution policies can contain a monitor and omit the stages array. > - These policies previously crashed the task properties panel. > - The policy reader now applies schema defaults through the fix in #15593. > - This pull request adds regression coverage for monitor-only policies with external service metadata. > - The tests check that the panel renders and participant edits keep the existing monitor. ## Linked Issues or Issue Description **What happened?** A task with a monitor-only execution policy could crash with `Cannot read properties of undefined (reading 'find')`. The stored policy omitted `stages`. **Expected behavior** The task shows no reviewers or approvers. Adding both kinds of participant keeps the monitor and its external service metadata. **Steps to reproduce** 1. Load a task whose execution policy contains an external service monitor and omits `stages`. 2. Render its properties panel and inspect both participant controls. 3. Add reviewers and approvers. Check that the resulting policy keeps the monitor. Refs #15593, which provides the policy normalization used by these tests. ## What Changed - Test that both stage types return empty participant lists for a monitor-only policy. - Test adding reviewers and approvers while keeping the external service monitor. - Test retaining a monitor when no review or approval stages exist. - Render the properties panel with omitted stages and check its participant and monitor controls. ## Verification - The helper and properties panel suites pass on current master with these tests: 108 tests. - `pnpm check:token-gates` passes. - All CI gates pass on the updated PR commit, including build, types, Runner verification, full test suites, browser suites, security scans, and canary checks. - Greptile gives commit `2634bd1d` 5/5 with no actionable findings or unresolved review threads. - The full local workspace suite was not repeated for this test-only rebase. CI verifies the full suite, build, types, Runner checks, browser suites, security scans, and canary run. ## Risks - Low risk. This change adds tests against the existing policy behavior. - The fixture uses example external references and test participant IDs. - Existing documentation remains accurate for this regression coverage. ## Model Used - OpenAI Codex, based on GPT-6, with tool use and code execution. The exact serving 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 - [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>	2026-10-08 14:36:46 -05:00
Devin FoleyandPaperclip	317ed367d4	Handle incomplete task policies and preserve review limits (#15593) ... Apply the reviewed change for Handle incomplete task policies and preserve review limits. Validation: local typecheck/build and focused regression tests, passing exact-head CI, Greptile 5/5, and independent source review. The PR records full-suite evidence and any local environment limitations. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 10:20:32 -07:00
DottaandPaperclip	d66acb7ac1	feat: automate Slack bot app setup and installation (#15413) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors give each agent a customer-owned bot and task-backed conversations. > - Manual Slack setup requires app creation and copying durable credentials. > - Operators need a shorter setup that an assisting agent can use safely. > - This pull request creates the app through Slack's Manifest API and installs it through OAuth. > - Durable registration state supports recovery without creating another app. > - A four-screen wizard, automatic avatar upload, and OAuth account linking reduce setup work. > - Connector settings and per-turn tool guidance support daily use after installation. ## Linked Issues or Issue Description **Subsystem affected** Native Slack bot setup, company secret storage, chat connector management, and agent tool guidance. **Problem or motivation** New Slack bots require manual app creation and copying a signing secret and bot token. Interrupted setup can create duplicate apps. The setup and management screens contain unnecessary controls. Agents also need guidance for native questions, files, thread replies, and governed Slack actions. **Proposed solution** Use a temporary app-configuration access token to create a customer-owned app. Save durable secrets in the vault. Bind OAuth to the initiating actor, company, endpoint, registration revision, scopes, and configured origins. Preserve manual and existing-app recovery. Link the installing user's account, send a welcome DM, and advance from saved server evidence. Keep request-URL recovery instructions available if automatic connection detection waits. **Alternatives considered** The Slack CLI adds installation requirements. Socket Mode changes transport. A shared Paperclip-owned app changes app ownership. These alternatives are outside this change. **Roadmap alignment** This extends existing chat connectors and secrets capabilities. Related public work: #14037 and #13954 cover Slack MCP prerequisites and user OAuth. No duplicate bot-registration PR was found. ## What Changed - Share one reviewed manifest builder between automatic registration and manual setup. - Add replay-safe migration 0318 and company-bound registration state with vault references and uncertain-creation recovery. - Add registration, installation, callback, and resume APIs with short-lived, single-use OAuth state. - Save installation credentials before downstream checks and preserve bot identity constraints. - Reduce automatic setup to four screens. Keep advanced app details, manual recovery, and existing-app setup. - Upload the agent avatar with the Paperclip dark background. Link the OAuth installer's account and send setup DMs. - Show agent and connector-owner avatars. Simplify settings, access, and conversation screens. - Discover joined Slack channels and enable them by default. Start a task from a bare mention and admit same-thread follow-ups. - Refresh Slack tool guidance each turn. Add native-form, file, approval, and delivery regressions plus manual model probe definitions and sanitized acceptance records. - Update deployment/database docs, OpenAPI, redaction, removal cleanup, production Storybook stories, and provider browser tests. - Merge current master and move the registration migration after its latest migration without rewriting published commits. The completed Slack success view intentionally has a single centered **Done** action and no **Save & exit**, as explicitly requested by the product owner. `DESIGN.md` records this exception; unfinished setup steps retain the aligned wizard footer. ## Verification - Passed after the master merge: repository typecheck, full build, Storybook build, design-token gates, module-boundary gates, and migration generation. - Passed: all 352 focused Slack deterministic tests and all 14 affected provider browser tests. Browser tests use controlled provider fixtures and a separate throwaway instance. - Passed on current head `c5d01e0e2`: the complete GitHub test matrix (general server, chat, all workspaces, serialized server, and Runner), all eight browser shards, typecheck/release registry, build, canary dry run, security checks, and policy gates. There are 52 passing checks and no pending or failing checks. - Greptile completed on the exact current head with 5/5 and no actionable findings or open review threads. - Local repair verification passed 93 focused tests, including same-app reinstall after revocation and rejection of consent started before revocation, the AgentMail browser journey, and repository typecheck. Local build and Storybook build also passed. The redundant local full-suite rerun was stopped after the complete current-head CI matrix passed. - Real Slack setup and agent replies were exercised in the authorized isolated test drive during the setup iteration. - The ten additional model probes were attempted with legacy `codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were partly verified. Native runtime is not qualified. See `server/src/services/connectors/slack/evals/2026-10-08-acceptance.md` for evidence and limits. - Passing model probes cover native forms, downloaded file bytes, bare mentions with thread replies, explicit posts/reactions, and saved approval denial. - The controlled uncertain-write probe found wrong delivery-check IDs. The canvas fallback attempt used an invented tool name. Search pagination/native search, a private-source denied-tool receipt, and distinct board/webhook origins remain unqualified. Reviewer path: enable Chat connectors, start Slack chat setup, select an agent, enter an app-configuration access token, and approve Slack installation. Send a message to the bot and confirm that setup advances to success. Inspect settings and allowed channels. See `doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery. ## Risks - Slack app creation has no provider idempotency guarantee. A timeout after dispatch stays uncertain until the operator checks Slack. - OAuth needs a stable public HTTPS board origin. Webhook ingress may use a separate configured HTTPS origin. Workspace policy can delay installation. - Migration 0318 can replay safely on instances that applied the earlier development migration. - OAuth installation now links the installer to the initiating Paperclip user. Identity checks and company access rules still apply. - Joined channels now enable bot responses by default. Linked-user authorization and per-action approval rules still apply. - Model behavior has the documented delivery-check and canvas fallback failures. A passing CI run does not establish that every model probe passed. - Removing the connection does not delete the customer's Slack app. No new first-party telemetry is added. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose a more specific authoring model ID or context-window size. The live bot probes used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode. ## 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>	2026-10-08 06:33:31 -05:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414) ... ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description **Subsystem affected** Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. **Problem or motivation** An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. **Proposed solution** Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. **Roadmap alignment** This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head 00ca2c75b 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [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>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description **Subsystem affected** Server services, shared contracts, database accounting, Company Settings, and Costs. **Problem or motivation** Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. **Proposed solution** Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. **Alternatives considered** Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. **Roadmap alignment** Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 15:53:13 -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
DottaandPaperclip	0830737030	feat(ui): add CSV table previews to task file tabs (#15445) ... ## Thinking Path > - Paperclip helps people manage AI agents and inspect their work. > - Task file tabs show the files that agents produce. > - Markdown has a readable view, but CSV files show only source text. > - People need to scan CSV reports without a separate app. > - This pull request adds a table view to attachment and workspace file tabs. > - View buttons let people inspect the original source beside download. ## Linked Issues or Issue Description **Subsystem affected** ui/ — task file tabs. **Problem or motivation** CSV exports are difficult to scan as source text. Related work: https://github.com/paperclipai/paperclip/pull/14297 added text attachment tabs. **Proposed solution** Render CSV as a table by default. Add row numbers, sticky headers, and record counts. Keep rendered and raw icons beside download in task tabs. **Roadmap alignment** This is a small improvement to existing task file previews. It does not add a new core subsystem. ## What Changed - Add a shared CSV parser and table preview. - Handle quoted commas, escaped quotes, UTF-8 BOM, CRLF, and multiline cells. - Show at most 500 data rows and 100 columns. Show a notice for larger files. Keep the complete download. - Add CSV attachment and workspace previews. Put workspace tab view controls in the header. - Add parser and interaction tests, Storybook examples, and product documentation. ## Verification - 28 focused tests pass across the parser, attachment tabs, and file viewer. - UI typecheck, UI build, and token gates pass. - Playwright checked desktop and mobile rendered → raw → rendered flows using the real attachment preview component in Storybook. Screenshots are recorded on the driving task. - Repository-wide typecheck and build were attempted. Both require cargo, which is absent in this environment. - The earlier repository-wide local test run stopped after a server test race failure. The prior commit passed all GitHub CI jobs. - Review fixes add source-line navigation coverage and CSV boundary tests. All 22 file-viewer tests pass. UI typecheck and token gates pass. - All 54 active GitHub checks pass on the final commit. Two Storybook checks are skipped. Greptile gives 5/5 with no actionable findings. - The final version preserves HTML previews from master and uses the shared toolbar control. All 35 focused tests, UI typecheck, UI build, and token gates pass. ## Risks - The first CSV record supplies column headers. Files without headers use that same rule. - The table preview is bounded. Download and raw view retain the complete file. - No API, database, or dependency changes. ## Model Used - OpenAI Codex, GPT-6. The runtime does not expose a more precise model ID or context window. Used code editing, shell tools, and browser checks. ## 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>	2026-10-07 09:17:18 -05:00
DottaandPaperclip	1640c5b6ab	feat(ui): render HTML artifacts in a secure sandbox (#15447) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents deliver reports as task attachments and workspace files. > - The board already renders Markdown, but it shows HTML reports as source or rejects their preview. > - Reports can need inline scripts to build charts and tables. > - Artifact scripts must not read board cookies, storage, or the parent page. > - This pull request adds an opaque-origin HTML preview and view controls beside Download. > - Users can explore a report, inspect its source, and download the original file. ## Linked Issues or Issue Description **What existing behavior does this improve?** The task attachment panel and workspace file viewers. **Subsystem affected** ui/ and the server workspace file preview service. **Current behavior** HTML attachments show source text. Workspace HTML files cannot be previewed. **Proposed behavior** Render self-contained HTML reports in a sandboxed iframe. Place eye and code controls beside Download. Preserve the original file for raw view and download. **Reason and benefit** Users can read and filter agent reports in Paperclip without giving artifact scripts access to the board session. **Breaking changes** HTML previews now open rendered. Scripts and styles must be embedded in the report. Remote resources, API requests, forms, popups, and host navigation are blocked. Workspace HTML content uses the existing bounded UTF-8 JSON response. **Additional context** Related closed proposals: #3293 and #4857. This change uses the current attachment and workspace viewers and adds no report-serving endpoint. The Artifacts and Work Products roadmap item is complete; this improves its existing preview behavior. ## What Changed - Add a shared HTML iframe renderer with `sandbox="allow-scripts"` and no `allow-same-origin`. - Install a restrictive CSP before artifact markup. Keep inline report scripts and styles. - Add shared rendered/raw icon controls beside Download in the attachment panel, workspace panel, and file sheet. - Return workspace HTML as bounded text inside JSON. Keep download and path-access protections. - Add Storybooks for reports, security probes, workspace viewers, a task journey, and mobile layouts. - Document the security boundary and browser test command. ## Verification - `pnpm -r typecheck` and `pnpm build` pass. - Token gates and the static Storybook build pass. - Four browser tests pass. They cover report filters, raw mode, task entry, workspace viewers, cookies, storage, host DOM, resource requests, forms, popups, and host navigation. - The focused UI suite passes 26 tests. The file-resource server suite passes 36 tests. - Local full-stack acceptance passes with an actual 52 KB HTML report. Its chart and filter render. Raw mode preserves the source. Download bytes match the original file. - The complete local UI suite passes: 698 files and 7,754 tests. - `pnpm test:run` was attempted. Its server group recorded two unrelated timeouts and eight connector failures. All failed cases pass in isolated reruns, including the complete 388-test connector suite. The remaining local run was stopped after the full CI test coverage passed, to release test database resources. The full local command did not complete cleanly. - The separate local CLI group passes 511 tests. Three worktree database cases fail to start embedded PostgreSQL because this Mac has exhausted its shared-memory allocation. One isolated rerun fails at the same database startup step. No CLI code was changed. The corresponding CI test jobs pass. - All 56 PR checks are clean on `c771255f1a2e86bd8825f22eafb5d14a5e342cce`. Greptile gives 5/5 with no actionable findings. The security scan passes. The branch has no merge conflict. - Review the **HTML artifacts** section in Storybook. Run `pnpm exec playwright test --config tests/html-preview/playwright.config.ts` for the browser checks. ## Risks - Never add `allow-same-origin` to this iframe. Its opaque origin is the cookie, storage, and host-DOM boundary. - Reports that depend on CDN assets need to embed their dependencies. - The frame can navigate itself. Sandbox restrictions remain after navigation. This is not full network isolation. - Inline scripts can consume browser resources. This change does not isolate CPU or memory use. - No database migrations or API shape changes are required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository editing, code execution, and browser tool use. 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 — feature and UI checks pass; the full local run has the infrastructure limits recorded above. All CI test jobs 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>	2026-10-07 09:01:05 -05:00
DottaandPaperclip	b315580640	feat: add private task creation and sharing controls (#14718) ... Add private task creation and sharing controls, effective access explanations, private project management, and locked task references. Constrain the mobile composer plus menu to the viewport and explain named inherited privacy on hover, focus, or tap. Include 125 production-component Storybook stories and thirteen interactive user journeys. Final head passes all CI checks and Greptile Apex 5/5 with no findings. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:27:52 -05:00