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Devin Foleyandgithub-actions[bot] b5fd13e09f docs(release): stable notes for the 2026.828.0-beta.0 soak (v2026.831.0) (#12610)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release process promotes a soaked beta to stable; the stable's
GitHub Release body comes from `releases/beta/v<beta-version>.md` on
`master`
> - The `draft_stable_notes` job seeded this file as a raw commit-log
skeleton when `2026.828.0-beta.0` published
> - The stable preflight fails without the merged file, and the skeleton
is not fit to publish as release notes
> - This pull request rewrites the skeleton into finished stable notes
for the v2026.831.0 promotion
> - The benefit is that the stable release ships with accurate,
readable, user-facing notes on time

## Linked Issues or Issue Description

**Issue type**

Missing content

**Where is the issue?**

`releases/beta/v2026.828.0-beta.0.md` — the drafted stable-notes
skeleton for the `2026.828.0-beta.0` soak.

**What's wrong?**

The file holds the auto-generated skeleton (grouped commit subjects with
nested PR summaries). The stable promotion publishes this file verbatim
as the GitHub Release body, so it must be rewritten into release-notes
voice before the stable dispatch.

**Suggested fix**

Rewrite the skeleton at full stable depth per
`.agents/skills/release-changelog/SKILL.md`: verified breaking changes
with upgrade paths, delta-aware highlights, grouped improvements and
fixes with inline PR attribution, an upgrade guide covering migrations
and new environment variables, and a contributors section.

## What Changed

- Rewrote `releases/beta/v2026.828.0-beta.0.md` from the generated
skeleton into finished notes titled `# Paperclip v2026.831.0`
- Six breaking changes, led by the Node.js 24.11.0 minimum; each has an
upgrade path
- Five highlights: runtime skill delivery to agents, the Kimi Code
adapter, operator settings-visibility controls, the HTTP/2 sandbox
callback bridge, and the shortened onboarding arc
- Upgrade guide covers migrations `0223`–`0230` (each attributed from
its SQL) and the new `PAPERCLIP_HIDDEN_SETTINGS`,
`PAPERCLIP_SETTING_DEFAULTS`, `SENTRY_DSN`, and
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` variables
- Entries already shipped to stable users in v2026.824.1 are noted as
such instead of re-announced
- Contributors section lists 7 verified community handles; core
maintainers and bots are excluded per the canonical list

## Verification

- Range verified as `664052f8e..dbf052577` (baseline v2026.824.1
merge-base to the `beta/v2026.828.0-beta.0` source commit); every entry
traces to a commit in that range
- Stable version confirmed with `./scripts/release.sh stable --date
2026-08-31 --print-version` → `2026.831.0`
- Migration list confirmed with `git diff --name-only
664052f8e..dbf052577 -- packages/db/src/migrations/` and each file's SQL
read at the source commit
- Environment variable names confirmed against
`docs/deploy/environment-variables.md` and source at `dbf052577`
- Contributor handles confirmed via `gh pr view <n> --json author` for
each attributed community PR

## Risks

- Low risk: a single markdown file; no source changes. The main risk is
a factual error in the notes — mitigated by verifying each claim against
the source commit rather than commit messages alone. If the promotion
date slips past 2026-08-31 UTC, the title needs a re-date (the
beta-keyed filename makes this harmless).

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5),
extended thinking enabled, tool use (git/GitHub CLI research against the
release range) via Claude Code

## Checklist

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

---------

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2026-08-31 19:17:10 -07:00
Devin FoleyandPaperclip 3173944561 refactor(docker): install rust via a verified rustup, pinned by rust-toolchain.toml (#12605)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Docker images ship the server together with the Rust runner
binary (paperclip-runnerd)
> - The Dockerfile installed rust from Debian trixie's apt archive,
which provides rustc 1.85
> - The runner's dependency tree and its `rust-toolchain.toml` now
require rustc 1.97.1, so every master docker build fails while hosted CI
(with a newer preinstalled rust) stays green
> - No image has been published since the dependency refresh, so
deployments cannot receive current builds
> - This pull request installs rustup from a version-pinned,
checksum-verified installer and defers the compiler choice to the
runner's own `rust-toolchain.toml`
> - The benefit is one toolchain pin, owned by the runner package,
shared by CI and image builds, installed without executing an unverified
remote script

## Linked Issues or Issue Description

**What happened?**

Every `docker.yml` build on `master` fails since the runner dependency
refresh. The failing step is `pnpm --filter @paperclipai/server build`,
which runs `cargo build` for `paperclip-runnerd`. Cargo reports: `rustc
1.85.0 is not supported by the following packages: icu_collections@2.3.0
requires rustc 1.88` (and sibling icu crates). The build exits with code
101 and no image is published.

**Expected behavior**

Master docker builds compile the runner and publish images.

**Steps to reproduce**

1. Run the `docker.yml` workflow on current `master`.
2. Observe the `build-and-push` and `build-and-push-cloud` jobs fail in
the server build step with the rustc version error.

**Paperclip version or commit**

`master` (first failing build ~2026-08-31 12:21 UTC; last successful
image build `fd7cb77d8`).

## What Changed

- The docker build stage downloads a pinned `rustup-init` (1.29.0) for
the build architecture, verifies it against an embedded sha256, and
installs with `--default-toolchain none`.
- The compiler version comes from
`packages/paperclip-runner/rust-toolchain.toml` (1.97.1) — one pin, no
drift between the Docker layer and the runner package.
- A comment records why apt rust is not used: Debian's archive lags the
ecosystem.

## Verification

- In the exact base image (`node:24-trixie-slim`): the checksum check
passes, rustup installs with no default toolchain, and `cargo build
--release --manifest-path runner/Cargo.toml --locked -p
paperclip-runner-core --bin paperclip-runnerd` completes with `rustc
1.97.1` selected from the toml.
- This PR's own docker build exercises the same path end to end for both
architectures.
- No test files: this is a build-infrastructure refactor with no runtime
code change (hence the `refactor:` prefix); the docker build itself is
the executable check.

## Risks

- Low risk. The change is scoped to the docker build stage; the
production stage is unchanged. The rustup installer version and
checksums are pinned; bumping rust later means editing only
`rust-toolchain.toml`.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — Claude Code harness,
extended thinking + tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 14:16:17 -07:00
Devin Foley 300a89ec13 Detect the qualifier-less Claude usage-limit message in quota classification (#12475)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat runtime classifies adapter run failures, and the
recovery service uses that classification to decide between automatic
retry, a timed provider-quota wait, and a board escalation
> - The Claude CLI changed its subscription-limit stop message to
"You've hit your limit · resets 2:30am (UTC)", and no quota matcher
knows this qualifier-less wording
> - A limit-hit run therefore classifies as `adapter_failed` (or
`claude_auth_required`), recovery burns its continuation retries against
a hard limit, and the issue blocks with the opaque "No live execution
path" notice instead of waiting for the reset and retrying automatically
> - This pull request teaches the adapter and the recovery service the
new wording, and titles stranded-escalation notices from the classified
run error code so operators see the cause at a glance
> - The benefit is that usage-limit stops self-heal at the provider
reset time, and the notices that do post say "Error: usage limit
reached" or "Error: not logged in to Claude" instead of a generic title

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the bug template:

**What happened?**

On a staging deployment, an assigned `in_progress` issue hit the Claude
subscription usage limit. The run recorded the error `Claude run failed:
subtype=success: You've hit your limit · resets 2:30am (UTC)`. The
automatic continuation retry failed the same way in 34 seconds with
`errorCode: adapter_failed`. Terminal-run recovery then escalated: the
issue moved to `blocked` with the notice "No live execution path" and a
board-owned recovery action. The notice gave the operator no indication
that the cause was a usage limit with a known reset time.

**Expected behavior**

A usage-limit stop classifies as `provider_quota` with the reset clock
parsed into `retryNotBefore`. The recovery service takes its
provider-quota wait path: a system-owned recovery action that waits for
the reset time and retries the original assignee automatically. If an
escalation notice does post, its title names the classified cause.

**Steps to reproduce**

1. Run a `claude_local` agent on an issue until the Claude subscription
limit is hit, so the CLI result is "You've hit your limit · resets
\<time\> (UTC)".
2. Let terminal-run recovery retry the continuation.
3. Observe the issue block with the "No live execution path" notice
instead of a timed quota wait. `classifyAdapterFailureForRecovery`
returns `null` for the recorded error text; `CLAUDE_PROVIDER_QUOTA_RE`
and `PROVIDER_QUOTA_ERROR_RE` both fail to match it.

## What Changed

- `CLAUDE_PROVIDER_QUOTA_RE` and `CLAUDE_EXTRA_USAGE_RESET_RE`
(claude-local adapter) accept "you've hit your limit" with no qualifier,
alongside the existing "session"/"usage" wordings, so the run classifies
as `provider_quota` and the reset clock lands in `retryNotBefore`.
- `PROVIDER_QUOTA_ERROR_RE` and `isProviderQuotaRecovery` (recovery
service) accept the same wording, so runs recorded before the adapter
fix (errorCode `adapter_failed` with the limit text in the error) also
route to the quota wait.
- `parseProviderQuotaClockReset` parses the "resets 2:30am (UTC)" clock
shape alongside the existing "try again at" shape.
- `buildStrandedRecoveryEscalationNotice` titles the notice from the
source run's classified error code when one is mapped: `provider_quota`
→ "Error: usage limit reached", `claude_auth_required` → "Error: not
logged in to Claude", `acpx_auth_required` → "Error: agent login
required". The raw failure text stays withheld from the issue thread;
only the server-classified code is surfaced. Unmapped codes keep the
existing seed/cause titles.

## Verification

- `pnpm vitest run
packages/adapters/claude-local/src/server/parse.test.ts
server/src/services/recovery/provider-failure-classification.test.ts
server/src/services/recovery/stranded-notice.test.ts` — 72 tests pass,
including 5 new cases that use the exact new CLI message.
- `pnpm vitest run server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts` — 189 tests
pass (no reroute regressions from the widened matchers).
- `tsc --noEmit` clean for `@paperclipai/adapter-claude-local` and
`@paperclipai/server`.

## Risks

- Low risk. The regex widenings are additive; every previously matched
wording still matches, and the existing negative test ("Workspace
storage capacity limit reached." stays unclassified) still passes.
- Behavioral shift, intended: an `adapter_failed` run whose error text
is the new limit wording now routes to the silent system-owned quota
wait instead of a board escalation. This matches how the older limit
wordings already behave.
- The notice title change only affects escalations whose source run
carries one of the three mapped error codes; all other notices render
exactly as before.

## Model Used

Claude Fable 5 (`claude-fable-5`, Claude Code CLI, extended thinking
with tool use).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-31 13:40:11 -07:00
Devin Foley dbf052577d Follow the current onboarding arc in the release smoke (#12423)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

**What happened?**

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

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

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

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

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

Docker.

**Installation method**

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

**Node.js version**

v24.20.0 inside the container.

**Relevant logs or output**

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

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

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

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

Unit coverage:

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

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

## Risks

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

Points worth a reviewer's attention:

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-28 07:21:08 -07:00
Devin Foley 8316ceb0b9 Add the Better Auth issuer column so signup and sign-in work (#12396)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A self-hosted install in `authenticated` mode signs users in with
Better Auth, mounted at `/api/auth` over a hand-written Drizzle
`account` table in `packages/db`
> - Better Auth 1.7.0 added a required `issuer` field to that `account`
model, plus a unique index on `(issuer, accountId)`
> - The dependency bump in #11886 changed only `server/package.json` and
the lockfile, so the Drizzle table never grew the column
> - The Drizzle adapter checks the model against the schema on every
write, so `linkAccount` throws and sign-up answers 500 with an empty
body; a fresh install cannot create its first user, and an upgraded
install locks out every existing user
> - This pull request adds the `issuer` column and its unique index, and
migrates the column in with a backfill that covers every existing row
> - The benefit is that sign-up and sign-in work again, on a new install
and after an upgrade

## Linked Issues or Issue Description

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

Refs #11886 (the dependency bump that introduced the required field).
Refs #12269 (an earlier attempt at this fix; its backfill covers only
`provider_id = 'credential'`).

**What happened?**

Sign-up fails on a self-hosted install. `POST /api/auth/sign-up/email`
answers HTTP 500 with a zero-byte body. The server log carries:

```
[Better Auth]: The field "issuer" does not exist in the "account" Drizzle schema.
# SERVER_ERROR: [BetterAuthError: The field "issuer" does not exist in the "account" Drizzle schema.]
```

The request writes the `user` row and then fails on the `account` row.
The address is stuck after that: a second sign-up answers 422
`USER_ALREADY_EXISTS`, sign-in answers 401, and password reset answers
400 `RESET_PASSWORD_DISABLED` because the account that would hold the
password does not exist.

An upgraded install is worse. `sign-in/email` matches the credential
account on `account.issuer === 'local:credential'`. Rows written before
the upgrade have no issuer, so every existing user is locked out.

**Expected behavior**

`POST /api/auth/sign-up/email` answers 2xx and writes both the `user`
row and its credential `account` row. `POST /api/auth/sign-in/email`
then answers 2xx and sets a session cookie. An install that upgrades
keeps its existing users.

**Steps to reproduce**

1. Start a server from `master` with
`PAPERCLIP_DEPLOYMENT_MODE=authenticated` against an empty database.
2. `curl -X POST http://127.0.0.1:<port>/api/auth/sign-up/email -H
'Content-Type: application/json' -H 'Origin: http://127.0.0.1:<port>'
--data
'{"name":"A","email":"a@example.com","password":"a-long-password"}'`
3. The response is HTTP 500 with an empty body.

**Paperclip version or commit**

`master` at 4436cf0. The defect starts at 69e8585 (#11886), which moved
Better Auth from 1.6.28 to 1.7.0.

**Deployment mode**

`authenticated`. `local_trusted` does not sign users in, so it is not
affected. Hosted tenants are not affected either: that path resolves the
actor from a trusted header and never reads `account`.

**Database mode**

Both. Embedded PostgreSQL and external PostgreSQL use the same Drizzle
schema.

**Relevant logs or output**

Reproduced in a test by reverting the schema change:

```
stderr | better-auth-credential-signup.integration.test.ts
[Better Auth]: The field "issuer" does not exist in the "account" Drizzle schema.
AssertionError: expected 500 to be 200
```

## What Changed

- `packages/db/src/schema/auth.ts`: adds `issuer` (text, NOT NULL) to
`authAccounts`, and the `(issuer, account_id)` unique index that mirrors
the index Better Auth declares on the model. The field name, type,
requiredness, and index all come from
`@better-auth/core/dist/db/get-tables.mjs` in 1.7.0.
- `packages/db/src/migrations/0230_better_auth_account_issuer.sql`: adds
the column, backfills every existing row, sets NOT NULL, and creates the
unique index.
- `packages/db/src/migrations/meta/0230_snapshot.json` and
`_journal.json`: regenerated with `pnpm --filter @paperclipai/db
generate`.
- `packages/db/src/better-auth-account-issuer-migration.test.ts`: new.
Asserts the schema shape, then rewinds the migration on a real database,
seeds pre-upgrade rows, and re-applies it.
-
`server/src/__tests__/better-auth-credential-signup.integration.test.ts`:
new. Real sign-up and sign-in through the Better Auth mount, against the
real Drizzle schema and a migrated PostgreSQL.
- `cli/src/__tests__/worktree.test.ts`: the worktree seed fixture writes
a credential `account` row, so it now writes `issuer` too.

`server/package.json` and `pnpm-lock.yaml` are untouched. The dependency
is correct; the schema was what was missing.

### The issuer values, and where they come from

Better Auth builds these itself, in
`@better-auth/core/src/db/schema/account.ts`:

```ts
export function createLocalAccountIssuer(providerId: string): string {
  return `local:${encodeURIComponent(providerId)}`;
}
export function createOAuthAccountIssuer(providerId: string): string {
  return `local:oauth:${encodeURIComponent(providerId)}`;
}
```

Sign-up and sign-in both call `createLocalAccountIssuer("credential")`,
so a credential account is `local:credential`. An OAuth account whose
provider declares no `accountIssuer` of its own is
`local:oauth:<providerId>` — no built-in social provider declares one.
The migration writes exactly those two forms:

```sql
ALTER TABLE "account" ADD COLUMN IF NOT EXISTS "issuer" text;
UPDATE "account"
SET "issuer" = CASE
  WHEN "provider_id" = 'credential' THEN 'local:credential'
  ELSE 'local:oauth:' || "provider_id"
END
WHERE "issuer" IS NULL;
ALTER TABLE "account" ALTER COLUMN "issuer" SET NOT NULL;
CREATE UNIQUE INDEX IF NOT EXISTS "account_issuer_account_id_uq" ON "account" USING btree ("issuer","account_id");
```

Two limits are worth stating plainly. The OAuth branch reproduces
`createOAuthAccountIssuer` for provider ids that need no
percent-encoding, which covers every built-in provider id; a provider id
with a character `encodeURIComponent` would escape would get a slightly
different string. And a generic-OAuth provider that sets `accountIssuer`
explicitly (Okta, Auth0, Keycloak, Slack, Line) uses the real issuer
URL, which this migration cannot know. Neither case can arise on
Paperclip today: `createBetterAuthInstance` configures
`emailAndPassword` only and registers no social or generic-OAuth
provider, so every existing row is a credential row. The OAuth branch is
there so the backfill stays total rather than leaving a NULL that aborts
`SET NOT NULL`.

## Verification

- `pnpm --filter @paperclipai/db check:migrations` — passes.
- `pnpm --filter @paperclipai/db typecheck` — passes.
- `packages/db` suite: 30 files, 107 tests, all pass.
- `npx tsc --noEmit` in `server/` — no error in any changed file. (The
wrapped `pnpm typecheck` builds the runner vendor first, which needs
cargo; that toolchain was not available here, so the pre-existing
"cannot find module" errors from the unbuilt workspace packages remain
in the bare run.)
- `node --test scripts/__tests__/run-vitest-stable-shard.test.mjs` —
passes with the new server suite in the file list.
- The two new tests were confirmed to fail without the fix:
- Reverting `packages/db/src/schema/auth.ts` to its `master` content
makes the server test fail with the reported error and `expected 500 to
be 200`.
- Narrowing the backfill to `WHERE "issuer" IS NULL AND "provider_id" =
'credential'` makes the migration test fail with `column "issuer" of
relation "account" contains null values` — the failure mode of #12269.
- End to end against a server built from this branch, started with
`PAPERCLIP_DEPLOYMENT_MODE=authenticated` on embedded PostgreSQL:
  - `POST /api/auth/sign-up/email` → 200 with a user and token.
  - `POST /api/auth/sign-in/email` → 200 with a session cookie.
  - `GET /api/auth/get-session` → 200 with the session.
- The stored row is `issuer = 'local:credential'`, `provider_id =
'credential'`, `account_id = user_id`, and `pg_indexes` lists
`account_issuer_account_id_uq`.
- `scripts/docker-onboard-smoke.sh` was not used as proof: it installs
`paperclipai` from npm inside the container, so it exercises a published
release rather than this branch.

## Risks

- **Migration.** The migration backfills every existing row before `SET
NOT NULL`, so an install that upgrades keeps working and its users keep
signing in. `account` is one row per user per provider, so the
full-table `UPDATE` and the index build are cheap;
`packages/db/src/table-size-estimates.ts` already classes `account` as
small, and `check:migrations` passes with no new safety finding.
- **New unique index.** `(issuer, account_id)` is the key Better Auth
resolves accounts by, so a duplicate would already be a defect. Better
Auth writes one credential account per user keyed on the user id, so the
pair is unique by construction. An install that somehow holds a
duplicate would fail the index build rather than corrupt anything, and
the migration is a single transaction.
- **Orphaned users are not repaired.** An address that hit the broken
window has a `user` row and no `account` row. This migration does not
delete or repair those rows, so that address stays unusable after the
upgrade: sign-up says the user exists, and there is no credential
account to sign in as or reset. Only installs that ran a build
containing #11886 are affected, and the repair — deleting the orphaned
`user` rows — is a judgment call about live data that does not belong in
an automatic migration.
- **Not a behavior change anywhere else.** Only the `account` table
changes. Hosted tenants resolve their actor from a trusted header and
never read it.

## Model Used

Claude (Anthropic), Claude Opus, 1M context, extended thinking, agentic
tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 22:31:35 -07:00
Devin Foley bdd8f1bedb Repair the drizzle snapshot so generate emits no spurious migration (#12333)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip keeps its state in PostgreSQL, and `packages/db` owns that
schema through Drizzle
> - `drizzle-kit generate` writes a new migration by diffing
`packages/db/src/schema/` against the newest snapshot in
`packages/db/src/migrations/meta/`, so the snapshot must describe the
schema that the migrations produce
> - Snapshot `0228` recorded the new `error_count` column on the wrong
table, and snapshot `0229` inherited the error, so the newest snapshot
no longer matched the schema
> - Because of that, `generate` on `master` folded the drift into any
new migration: it emitted an `ADD COLUMN` for a column that migration
`0228` already creates, which fails on a fresh database, plus an
out-of-scope `DROP COLUMN`
> - This pull request moves the column entry to the correct table in
both snapshots and adds a test that repeats the diff `generate` performs
> - The benefit is that the next person who generates a migration gets
only their own change, and CI fails if the snapshot drifts again

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/bug_report.yml`.

**What happened?**

`drizzle-kit generate` on `master` emits a wrong migration. The newest
snapshot, `packages/db/src/migrations/meta/0229_snapshot.json`,
disagrees with the schema in two places. It omits
`issue_question_response_deliveries.error_count`, which
`0228_nasty_grim_reaper.sql` creates. It also carries
`decision_archive_notification_outbox.error_count`, which no migration
ever creates and the Drizzle schema never declared. Snapshot `0228`
introduced both halves of the error: it added the new `error_count`
column to `decision_archive_notification_outbox` instead of the table
that the same migration creates. Snapshot `0229` copied it forward. Any
new migration therefore starts with two statements that do not belong to
it:

```sql
ALTER TABLE "issue_question_response_deliveries" ADD COLUMN "error_count" integer DEFAULT 0 NOT NULL;
ALTER TABLE "decision_archive_notification_outbox" DROP COLUMN "error_count";
```

The `ADD COLUMN` fails on a fresh database, because migration `0228`
already creates that column. The `DROP COLUMN` targets a column that
does not exist on any deployment.

**Expected behavior**

`drizzle-kit generate` reports "No schema changes, nothing to migrate"
on a clean checkout of `master`, and a new migration contains only the
author's own schema change.

**Steps to reproduce**

1. Check out `master` at commit `bc1a21564`.
2. Run `pnpm install`.
3. Run `pnpm --filter @paperclipai/db generate`.
4. Read the emitted `packages/db/src/migrations/0230_*.sql`. It contains
the two statements above, and no schema file was changed.

**Paperclip version or commit**

`master` at `bc1a21564`. The drift entered in #12307 (snapshot `0228`)
and was carried forward by #12291 (snapshot `0229`), which worked around
it by building its snapshot by hand.

**Deployment mode**

Not deployment specific. It affects anyone who generates a migration,
and it affects any fresh database that would later run the bad
migration.

**Database mode**

All PostgreSQL modes: embedded, local Docker, and hosted.

## What Changed

- Moved the `error_count` column entry from
`decision_archive_notification_outbox` to
`issue_question_response_deliveries` in
`packages/db/src/migrations/meta/0228_snapshot.json` and
`packages/db/src/migrations/meta/0229_snapshot.json`. Both files keep
their `id` and `prevId`, so the snapshot chain is unchanged.
- Added `packages/db/src/migration-snapshot-drift.test.ts`. It reads the
newest snapshot named by `_journal.json`, serializes the schema modules
with `generateDrizzleJson`, and asserts that `generateMigration` returns
no statements. This is the same diff that `generate` performs.
- Documented the snapshot rule in `doc/DATABASE.md` under a new
"Migration snapshots" section.

No migration SQL was added, renumbered, or edited. No schema file
changed. The database is correct as it is; only the snapshot was wrong.

Why both snapshots and not only the newest one: `0229` is the file that
`generate` reads, so repairing it is what fixes the bug. `0228` holds
the same error, and `drizzle-kit drop` removes the last migration and
its snapshot, which would promote `0228` back to newest and bring the
drift back. Repairing both removes that trap. Snapshots are never
applied to a database, so neither edit changes any deployment.

## Verification

Commands run from the repository root.

- `pnpm --filter @paperclipai/db generate` — "No schema changes, nothing
to migrate 😴". It writes no SQL file, no snapshot, and no journal entry.
`git status` stays clean. Before the fix, the same command wrote
`0230_fast_caretaker.sql` with the two spurious statements.
- The repaired `0229_snapshot.json` is byte-identical to the snapshot
that a real `generate` run produced, except for the `id` and `prevId`
that keep the chain intact.
- Chain check: the repaired `0228` and `0229` snapshots now differ by
exactly the two columns that
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` drops,
`companies.brand_color` and `companies.attachment_max_bytes`, and by
nothing else.
- Database check: applied all 229 migrations in order to an embedded
PostgreSQL, then compared the live schema with the repaired snapshot.
179 tables and 2687 columns match, with no missing column, no extra
column, and no nullability difference. The same comparison against the
pre-fix snapshot reports exactly two problems: `column only in snapshot:
decision_archive_notification_outbox.error_count` and `column only in
database: issue_question_response_deliveries.error_count`. This harness
was a scratch script and is not part of the pull request.
- `pnpm --filter @paperclipai/db typecheck` — pass. It runs
`check:migrations`, which is `check-migration-numbering` and
`check-migration-safety`.
- `npx vitest run --root packages/db` — 28 files, 102 tests, all pass.
This includes the new test.
- New test, negative case: with the pre-fix `0229_snapshot.json`
restored, `migration-snapshot-drift.test.ts` fails and prints exactly
the two spurious statements, plus the instruction to run `generate`. It
passes on the repaired snapshot. It takes about 1.2 seconds and needs no
database.
- `node scripts/check-forbidden-tokens.mjs` and `node
scripts/check-no-git-push.mjs` — pass.

## Risks

Low risk. A Drizzle snapshot is a build-time record for `drizzle-kit
generate`. It is never applied to a database, so this change cannot
alter any deployment, and no operator action is needed. Databases that
already ran migrations `0228` and `0229` are correct today and stay
correct.

The proof is a clean `generate`: the command that produced the wrong
migration now reports "No schema changes, nothing to migrate" and writes
nothing.

Two smaller notes:

- The new test depends on `drizzle-kit/api`, which is already a dev
dependency of `packages/db`. If a future `drizzle-kit` upgrade changes
that surface, the test fails loudly at import rather than passing
silently.
- The test imports every module in `packages/db/src/schema/`, which is
the same set that `drizzle.config.ts` points the CLI at. It deduplicates
by object identity, because the barrel re-exports the same table objects
and `drizzle-kit` rejects a table it sees twice.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 12:56:07 -07:00
Devin Foley bc1a21564f Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.

**Subsystem affected**

Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.

**Current behavior**

The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.

**Proposed behavior**

The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.

**Reason and benefit**

Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.

**Breaking changes**

The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.

## What Changed

- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.

## Verification

Commands run from the repository root:

- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`

New tests added:

- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.

## Merge with master

`master` moved while this was open, and the merge needed two
resolutions:

- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
  the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
  kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
  `0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
  columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
  passes.

The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.

## Risks

- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 12:11:05 -07:00
Devin Foley 7b91fe9ea7 Hide host-path and execution-engine surfaces in managed-sandbox-only mode (#12293)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An instance can turn on the `enableManagedSandboxOnly` feature,
which hides the local environment and runs every agent in the
platform-managed environment
> - That feature already gated the environment pickers, the onboarding
wizard, and the server-side run selection, but many other screens still
showed absolute paths on the execution host and still let the user pick
an execution engine
> - On such an instance those controls name a filesystem the user cannot
reach; a path written there is stored and then ignored, which reads as a
broken control
> - This pull request hides the remaining host-path and execution-engine
surfaces behind the same feature, adds a server rule that refuses a
project-workspace path write while the feature is on, and closes a
related route gap in the isolated-workspace pages
> - The benefit is that a managed instance shows no host path and no
folder picker anywhere, and a write that carries a path now fails with a
clear message instead of being silently discarded

## Linked Issues or Issue Description

No public issue exists. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The `enableManagedSandboxOnly` instance feature, and the UI surfaces
that show
a host filesystem path: project properties, the new-project dialog, the
project
workspace and execution workspace detail pages, the workspace and task
cards,
plugin local folders, and the agent configuration form with its
per-adapter
fields. It also improves route gating for `enableIsolatedWorkspaces`.

**Subsystem affected**

Cross-cutting (`ui/` and `server/`).

**Current behavior**

When `enableManagedSandboxOnly` is on, the local environment disappears
from the
environment pickers and the server refuses to run an agent on the local
host.
Everything else stays visible. A user still sees:

- the project "Local folder" row, its absolute path, and the
Set/Change/Clear buttons
- the "Local folder" field and its "Choose" folder picker in the
new-project dialog
- the "Local path" field and fact row on a project workspace
- the "Paths" and "Lifecycle commands" groups on an execution workspace
- the working directory on workspace cards, task properties, and runtime
service rows
- the plugin "Local folders" section
- "Working directory (deprecated)", "Command", "Execution engine",
"ACP server command", "ACP state directory", and "Agent instructions
file" in
  the agent configuration form

A path typed into any of these names a filesystem no agent on the
instance uses.
The project workspace API also accepts a `cwd` write and stores it.

Separately, `/workspaces`, `/execution-workspaces/*`, and
`/projects/:projectId/workspaces/:workspaceId` render for anyone who
types or
bookmarks the URL, even with `enableIsolatedWorkspaces` off. Only the
sidebar
entry reads that flag.

**Proposed behavior**

With `enableManagedSandboxOnly` on, none of those surfaces render. A
project
whose codebase came from a managed checkout keeps its one-line
"Paperclip-managed folder." label and shows no path. The non-path
controls stay:
repo URL, branch, service URL, port, command output, ACP session mode,
ACP
non-interactive permissions, Codex fast mode, and the sandbox toggles.

The project-workspace create and patch routes, and the nested workspace
on
project create, answer `422` with
"This instance runs agents only in the platform-managed environment;
local
folders are not configurable." when the payload carries a non-null
`cwd`.
A `cwd: null` write still passes, so an instance that just turned the
feature on
can clear a stale path.

With `enableIsolatedWorkspaces` off, the three workspace route groups
redirect to
the dashboard.

**Reason and benefit**

A control that cannot do anything is worse than a missing control: the
user fills
it in, saves, and gets no error and no effect. The server rule turns
that silent
no-op into a clear refusal. The route gate stops a feature that an
instance has
turned off from staying reachable by URL, which is the same standard the
Cases,
Pipelines, and hidden-settings pages already meet.

**Breaking changes**

None for a default instance: both flags are off by default for
self-hosted and
managed instances, so nothing changes unless an operator turns them on.
Stored
`adapterConfig` values are never cleared, so turning the feature off
restores
every previous value.

## What Changed

- Add `ui/src/hooks/useManagedSandboxOnly.ts`, modelled on
`useAppsEnabled`, for
components that do not already read the experimental settings. It
exposes
`hideHostPaths`, which fails closed while the settings query is in
flight, so
a cold cache never flashes a host path before the policy resolves.
Components
that keep their own settings read compute the same gate from
`isFetched`.
- Add `managedSandboxOnly` to `AdapterConfigFieldsProps` and populate it
where
`AgentConfigForm` builds the adapter field props. Resolve the effective
instructions-file gate once as `hideInstructionsFile || hideHostPaths`,
so
  every adapter hides that path field with no per-adapter edit.
- Hide under the flag: the project "Local folder" block and its
absolute-path
  edit panel (a managed checkout keeps its label, without the path); the
new-project "Local folder" field; the project-workspace "Local path"
field and
fact row; the execution-workspace "Paths" and "Lifecycle commands"
groups; the
working directory on the workspace summary card, the task workspace
card, the
task properties "Folder" row, and the runtime service rows; the plugin
"Local
folders" section; "Working directory (deprecated)" and "Command" in the
agent
form; and the per-adapter "Execution engine", "ACP server command", and
"ACP state directory" for `claude_local`, `codex_local`, and
`gemini_local`.
- Drop two working-directory fallbacks that had no gate to read: the
close-workspace
dialog now falls back to "No additional details", and the reuse-existing
  workspace label and picker subtitle fall back to a neutral phrase.
- Refuse a non-null `cwd` with `422` on `POST /projects/:id/workspaces`,
`PATCH /projects/:id/workspaces/:workspaceId`, and the nested workspace
on
  `POST /companies/:companyId/projects`, following the
  `assertNoAgentHostWorkspaceCommandMutation` precedent on those routes.
- Add `IsolatedWorkspacesRouteGate` and wrap the `/workspaces`,
`/execution-workspaces/*`, and
`/projects/:projectId/workspaces/:workspaceId`
  routes with it.
- Leave the SSH "Remote workspace path" and the workspace file browser
alone,
  with a comment explaining why.

## Verification

Automated:

- `pnpm --filter @paperclipai/ui exec vitest run` — 479 of 480 files
pass
(4455 of 4456 tests). The one failure is `OnboardingWizard.test.tsx >
renders
instead of throwing when the browser denies storage access`, which also
fails
  on `origin/master` and is unrelated to this change.
- `pnpm --filter @paperclipai/server exec vitest run project workspace
instance-settings`
— 45 of 50 files pass. Four files fail on macOS for reasons unrelated to
this
  change: `workspace-instance-cleanup`, `workspace-runtime`,
  `execution-workspace-runtime-control-conflict`, and
  `workspace-runtime-exposure` compare `/var/...` against the resolved
`/private/var/...` or bind real ports. The same files fail on a clean
`master`
  checkout on the same machine.
- `pnpm --filter @paperclipai/ui typecheck`
- `tsc --noEmit` in `server/` (after
`pnpm --filter @paperclipai/plugin-sdk ensure-build-deps`). The package
`typecheck` script also builds the Rust runner, which needs `cargo`; it
is not
  installed on the machine that ran this.

New and extended tests:

- `ui/src/adapters/managed-sandbox-only-config-fields.test.tsx` — the
three
adapters drop the execution engine, the ACP paths, the instructions-file
path,
and every "Choose" button when the flag is on, and keep the non-path
controls.
- `ui/src/components/AgentConfigForm.render.test.tsx` — flag-on and
flag-off
renders for the working directory, the command, the engine, the ACP
paths, and
  the resolved adapter field props.
- `ui/src/components/ProjectProperties.managed-sandbox.test.tsx`,
  `ui/src/components/NewProjectDialog.managed-sandbox.test.tsx`,
  `ui/src/pages/ProjectWorkspaceDetail.test.tsx`,
  `ui/src/components/ProjectWorkspaceSummaryCard.test.tsx`,
  `ui/src/components/WorkspaceRuntimeControls.test.tsx`.
- `ui/src/components/IsolatedWorkspacesRouteGate.test.tsx` — redirect
when off,
  render when on, and render nothing while the flag query is in flight.
- "Still loading" cases for the project properties, the new-project
dialog, the
workspace summary card, the runtime service rows, and the agent
configuration
form, each asserting that no host path renders before the policy
resolves.
-
`server/src/__tests__/project-workspace-managed-sandbox-routes.test.ts`
— the
  `422` on all three write paths, the `cwd: null` pass-through, and the
  flag-off pass-through.

Manual check to reproduce: turn on Managed Environment Only in instance
experimental settings, then open a project, the new-project dialog, an
agent's
configuration, and a workspace page. No path, folder icon, or "Choose"
button
appears. Turn the setting off and each control returns with its stored
value.

No documentation change was needed. The operator-facing text for both
settings
lives in the feature catalog entry, which already states the contract
this pull
request now enforces across the UI.

## Risks

- Low. Both flags default to off, so a default instance is unchanged.
- The hidden fields are presentation only. No stored `adapterConfig`
value is
cleared, because an import carries adapter configuration written on
another
instance and clearing it would break that flow. Turning the setting off
shows
  every previous value again.
- The `422` is the one behavior change for an API caller, and only while
the
setting is on. `cwd: null` still passes so a stale path can be cleared.
- The route gate renders nothing until the flag query settles, so an
instance
with isolated workspaces on never flashes a redirect. An instance with
the
  feature off now redirects a bookmarked workspace URL to the dashboard.
- Every host-path guard fails closed while the settings query is in
flight, so a
default instance shows those controls a moment later than before on a
cold
load. That is the safe direction: the alternative flashes a path a
managed
  instance must never show.
- Two path surfaces stay on purpose, each with a comment: the SSH
"Remote
workspace path" is a path on the user's own remote host, and the
workspace file
browser shows workspace-relative paths. The instance Adapters page also
keeps
its "Local path" install option, since that page is an instance-admin
surface
the hosting operator can already hide through the hidden-settings
mechanism.

## Model Used

Claude (Anthropic), Claude Opus, 1M context window, extended thinking,
agentic
tool use through Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:59:14 -07:00
Devin Foley 76f7019bdf feat(server): derive hosted-tenant issue prefixes from the company name and follow renames (#12292)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every company has an issue prefix. It is the visible half of each
task and case identifier, and a self-hosted company derives it from the
name it was created with
> - A hosted or managed instance does not use the create-company flow.
The trusted-header auth path claims the tenant company instead
> - That path minted the prefix from a hash of the stack id, and it
wrote a placeholder description that nobody chose
> - So a hosted company showed opaque task IDs such as `PC7F2A-14`, and
a rename never changed them
> - This pull request derives the prefix from the company name on that
path too. It re-derives the prefix when the name changes on a managed
instance, and it rewrites the stored issue and case identifiers so
existing tasks follow the rename
> - It also repairs each company that an earlier build claimed. The
repair runs once, on the next authenticated request
> - The benefit is that task IDs on a hosted instance read like the ones
on a self-hosted instance, and they stay correct after a rename

## Linked Issues or Issue Description

No public issue exists. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The tenant company claim in `resolveCloudTenantActor`
(`server/src/middleware/auth.ts`) and the company update in
`companyService.update` (`server/src/services/companies.ts`). Both
decide the
`issue_prefix` and the `description` of a company on a hosted or managed
instance.

**Subsystem affected**

`server/` — REST API and orchestration services. One small hint was also
added
in `ui/`.

**Current behavior**

A self-hosted company gets its issue prefix from its name. "Acme
Robotics"
becomes `ACM`, and its tasks read `ACM-14`.

A hosted or managed instance claims the company through the
trusted-header auth
path. That path wrote a different prefix: `"PC"` plus the first four hex
characters of the SHA-256 of the stack id. The same path also wrote a
placeholder description, `"Provisioned by ... for stack <stack id>."`.

The result is a task ID such as `PC7F2A-14`. It says nothing about the
company.
A later rename of the company does not change it, because nothing
re-derives
the prefix after creation.

**Proposed behavior**

The claim path derives the prefix from the company name, exactly as the
create-company flow does. It writes no description.

On a managed instance, a rename re-derives the prefix. The stored issue
and
case identifiers move with it, so `ACM-14` becomes `NOR-14` when "Acme
Robotics" becomes "Northwind Traders". A rename that keeps the same
three-letter
base keeps the current prefix, including any disambiguating suffix.

A self-hosted instance is unchanged. A rename there still keeps the
prefix the
company was created with.

Companies that an earlier build already claimed get a one-time repair on
their
next authenticated request. The repair re-derives the prefix from the
current
name, re-keys the identifiers, and clears the placeholder description.

**Reason and benefit**

A task ID is the primary handle for a task. People type it, paste it
into chat,
and read it in a URL. On a hosted instance that handle was an opaque
hash, and
it disagreed with the company name that the same user chose during
signup. The
name is the only prefix source a hosted user ever supplies, so the
prefix now
follows it.

**Breaking changes**

Yes, on hosted and managed instances only. A company rename now rewrites
the
stored issue and case identifiers. Links that carry an old identifier
stop
resolving after the rename. The company settings page states this before
the
user saves. The one-time repair applies the same rewrite once to
companies that
carry the old hash prefix. Self-hosted behavior does not change.

## What Changed

- Added `server/src/services/issue-prefix.ts`. It holds the prefix
helpers that
used to live inside the `companyService` closure:
`ISSUE_PREFIX_FALLBACK`,
  `deriveIssuePrefixBase`, `issuePrefixSuffixForAttempt`, and
  `isIssuePrefixConflict`. The companies service now imports them.
- Added `pickAvailableIssuePrefix` to that module. It reads the prefixes
in one
base family and returns the first free candidate. A standalone `INSERT`
can
retry on a unique violation, because each failed statement is its own
implicit
transaction. A caller that already holds a transaction cannot, because
the
violation aborts the whole transaction. Such a caller picks first, then
writes.
- Added `rekeyCompanyIssueIdentifiers` to that module. It rewrites the
prefix of
the stored `issues.identifier` and `cases.identifier` values of one
company in
  the caller's transaction, and it returns the two row counts.
- `companyService.update` re-derives the prefix when the name changes on
a
managed instance, re-keys both tables in the same transaction, and
writes a
  `company.updated` activity entry after the commit.
- `resolveCloudTenantActor` claims the company with a name-derived
prefix and a
null description. The claim retries with the next suffix when the prefix
is
  taken.
- `resolveCloudTenantActor` also runs a one-time repair for companies
that carry
the old hash prefix. An exact-match fence on the update lets a
concurrent
rename win. The repair is idempotent, because its guards stop matching
after
  it lands.
- The rename takes a row lock on the company before it compares anything
against
it, and it re-keys from the prefix it reads under that lock. Only patch
and
environment facts gate the lock, so no stale read can steer the
decision. Two
overlapping updates would otherwise leave a company whose prefix
disagrees with
its own identifiers, in either direction: two renames, where the second
re-keys
from a prefix the first already moved; or a rename plus a stale form
that
resubmits the original name, where the second sees an unchanged name,
skips
re-derivation, and restores the old name on top of the first rename's
prefix.
Only a managed instance takes the lock, and only for an update that
carries a
  name.
- Both helpers compare an exact identifier head instead of a LIKE
pattern. A
  stored prefix is data, so it must never be read as a pattern.
- The company settings page shows a hint under the name field on a
managed
  instance: renaming can change the task ID prefix.

## Verification

Automated tests:

```
pnpm --filter @paperclipai/server exec vitest run \
  src/services/issue-prefix.test.ts \
  src/__tests__/companies-service.test.ts \
  src/__tests__/cloud-tenant-company-provisioning.test.ts \
  src/middleware/cloud-tenant-actor.test.ts \
  src/__tests__/auth-session-route.test.ts \
  src/__tests__/cloud-routes.test.ts \
  src/__tests__/cloud-instance.test.ts \
  src/__tests__/company-branding-route.test.ts \
  src/__tests__/company-cloud-floor.test.ts \
  src/__tests__/companies-route-cross-company-authz.test.ts \
  src/__tests__/companies-route-path-guard.test.ts \
  src/__tests__/company-portability.test.ts
pnpm --filter @paperclipai/ui exec vitest run
pnpm --filter @paperclipai/ui typecheck
```

New coverage:

- `server/src/services/issue-prefix.test.ts` covers the derivation, the
suffix
  ladder, the cause-chain walk of the unique-violation detector, and
  `pickAvailableIssuePrefix` against a stubbed select.
- `server/src/__tests__/companies-service.test.ts` covers a managed
rename
against a real Postgres database: the prefix moves, both identifier
tables are
re-keyed, and the activity entry is written. It also covers a same-base
rename,
  a collision that takes the suffixed candidate, a non-name patch, and a
self-hosted rename that leaves the prefix alone. Two more tests drive
the
overlap cases: two concurrent renames of the same company, and a rename
racing
a stale form that resubmits the original name. Both assert that the
surviving
name's base matches the company prefix and that the stored identifiers
sit on
  that prefix.
- `server/src/__tests__/cloud-tenant-company-provisioning.test.ts`
covers the
claim path and the repair against a real Postgres database: a
name-derived
prefix, a null description, a suffixed prefix on collision, the full
repair,
  a second pass that changes nothing, a description-only repair, and an
  operator-written description that the repair leaves alone.
- `ui/src/pages/CompanySettingsRenameHint.test.tsx` covers the hint on a
managed
  instance and its absence on a self-hosted instance.

The `substring` cast in `rekeyCompanyIssueIdentifiers` is load-bearing
and the
database tests prove it. The driver binds the offset as text. Without
the
`::int` cast Postgres resolves the SQL-regex overload of `substring`,
and every
identifier becomes NULL.

## Risks

- **Re-keying changes existing identifiers and URLs.** This is
deliberate, and
it happens on hosted and managed instances only. After a rename, a link
that
carries an old task identifier stops resolving. The settings page warns
about
  this before the user saves.
- **Identifiers inside comment text are not rewritten.** Only the
`identifier`
columns of `issues` and `cases` move. A task ID that someone typed into
a
  comment, a description, or a document keeps the old prefix.
- **A lost prefix race inside the rename transaction surfaces as a
conflict.**
The rename picks a free prefix and then writes, because a unique
violation
inside a transaction aborts the whole transaction. Two *different*
companies
renamed onto the same base at the same moment can still collide. The
loser
sees its PATCH fail with the unique violation. The write is retryable by
the
client, and the window is a single statement wide. Two renames of the
*same*
company no longer race: the row lock serializes them, and the second one
  re-keys from what the first committed.
- **The rename holds a row lock.** A managed rename takes `SELECT ...
FOR UPDATE`
on its own company row for the rest of the transaction. It is one row,
and no
other path in the transaction locks a company row, so there is no
lock-order
cycle. A self-hosted instance and every non-rename company update never
reach
  the lock.
- **The one-time repair is best effort.** It runs inside a try/catch and
logs a
warning on failure, so it never blocks authentication. A failed pass is
retried
  on the next request, because its guards still match.
- No schema change and no migration.

## Model Used

- Provider: Anthropic (Claude)
- Model: Claude Opus, model id `claude-opus-5[1m]`
- Context window: 1M
- Reasoning mode: extended thinking
- Capabilities used: agentic tool use through Claude Code (file edits,
shell,
  test runs against an embedded Postgres database)

## 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
2026-08-27 11:34:42 -07:00
Devin Foley a4f1b3c533 Move company invites into a tab of the Members page (#12289)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company settings include member management and invites, which are
one workflow: invite someone, watch the join request, manage the
membership
> - Today invites sit on a standalone settings page, costing a sidebar
entry and forcing people to bounce between two pages for one task
> - Merging invites into the Members page keeps the workflow in one
place without losing any capability
> - This pull request turns the Members page into a Members/Invites tab
bar, redirects the old URL, and keeps both operator-visibility keys
meaningful
> - The benefit is a tighter settings surface for every deployment, with
`company.invites` now hiding just the tab while `company.members` hides
the whole page

## Linked Issues or Issue Description

No public issue exists; describing the issue inline per the enhancement
template:

**What existing behavior does this improve?**
Company invites live on a standalone settings page separate from the
Members page, even though inviting someone and managing the resulting
membership are one workflow.

**Subsystem affected**
Web UI (company settings)

**Current behavior**
`/company/settings/invites` is its own page with its own sidebar entry
(gated by `company.invites`); the Members page (`company.members`) is
separate. The sidebar company menu's "Invite people" shortcut links to
the invites page and is not gated by the hidden-settings mechanism at
all.

**Proposed behavior**
The Members page carries a Members/Invites tab bar, addressable via
`?tab=invites`. The invite creation flow, latest-link panel, and invite
history move unchanged into an `InvitesSection` component. The old URL
redirects to the tab (still behind its `HiddenSettingsPageGate`).
`company.members` hides the whole page; `company.invites` hides just the
Invites tab, and the tab bar collapses when only Members remains. The
"Invite people" shortcut points at the tab and hides when either surface
is operator-hidden.

**Reason and benefit**
One settings surface for one workflow: fewer sidebar entries and no
bouncing between two pages to invite someone and then manage the
membership. Operators keep the same visibility controls, with a sharper
meaning for each key.

**Breaking changes**
None. Bookmarks to the old invites URL redirect to the tab, invite and
membership APIs are unchanged, and both hidden-settings keys keep
working.

## What Changed

- `ui/src/pages/CompanyInvites.tsx` →
`ui/src/components/access/InvitesSection.tsx` (page chrome and
breadcrumbs dropped; content unchanged), with its tests moved alongside.
- `ui/src/pages/CompanyAccess.tsx`: Members/Invites tabs via the shared
`PageTabBar`, `?tab=invites` search param, `company.invites` gating with
tab snap-back; legacy "Open Invites" button retargeted.
- `ui/src/App.tsx`: the invites route becomes a gated redirect to
`/company/settings/members?tab=invites`.
- `CompanySettingsSidebar` / `CompanySettingsNav`: standalone Invites
entry/tab removed; the old path maps to the members tab.
- `ui/src/components/SidebarCompanyMenu.tsx`: "Invite people" now links
to the tab and hides when `company.members` or `company.invites` is
hidden (closes an existing gating gap).
- Tests: moved invites tests, new tab coverage (default tab, deep link,
operator-hidden tab skips the invites fetch), sidebar/nav suites
updated.

## Verification

- `npx vitest run ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx
ui/src/pages/CompanyAccess.test.tsx
ui/src/components/access/InvitesSection.test.tsx` — 24 tests passing.
- `pnpm --filter @paperclipai/ui typecheck` — clean.

## Risks

- Low. Pure UI restructure: invite APIs, membership APIs, and the
hidden-settings registry keys are unchanged. Bookmarks to the old
invites URL redirect (and stay gated). The `company.invites` key's
meaning narrows from "hide the page" to "hide the tab", which is the
same effective surface.

## Model Used

Claude (Anthropic), model id `claude-fable-5`, extended thinking,
agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:34:32 -07:00
Devin Foley 7551b63ef2 Remove the instance Heartbeats settings page (#12282)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Instance settings collect deployment-wide controls; one of them was
the Heartbeats page, an instance-wide list of scheduler heartbeat agents
with enable/disable toggles
> - The same controls live on each agent's own configuration surface, so
the standalone list duplicates them, and its framing no longer matches
how heartbeat agents are managed
> - Keeping a settings view that no longer makes sense costs every
deployment navigation noise and maintenance
> - This pull request removes the page, its route, its navigation
entries, and its hidden-settings key for all deployments
> - The benefit is a smaller, coherent settings surface, with operator
hidden-settings lists that still mention the retired key continuing to
work unchanged

## Linked Issues or Issue Description

No public issue exists; describing the issue inline per the enhancement
template:

**What existing behavior does this improve?**
The instance settings surface — specifically the Settings → Heartbeats
page, which listed scheduler heartbeat agents instance-wide with
enable/disable toggles. The view no longer makes sense as a standalone
settings page: the same controls are available on each agent's
configuration surface, and the instance-wide list framing does not match
how heartbeat agents are managed.

**Subsystem affected**
Cross-cutting: `ui/` (page, route, navigation), `packages/shared`
(settings-visibility registry), docs.

**Current behavior**
The page renders at `/company/settings/instance/heartbeats`, appears in
the settings sidebar and tab bar, and is hideable by hosting operators
via the `instance.heartbeats` key of `PAPERCLIP_HIDDEN_SETTINGS`.

**Proposed behavior**
The page, route, and navigation entries are removed for every
deployment. The `instance.heartbeats` registry key is retired; operator
lists that still send it are logged and ignored, so mixed-version fleets
keep working. Remembered settings paths pointing at the old page remap
to the settings root. Heartbeat APIs are unchanged.

**Reason and benefit**
A smaller, coherent settings surface with no duplicated controls; less
navigation noise and maintenance for every deployment.

**Breaking changes**
None functional. Bookmarks and remembered paths to the removed page land
on the settings root; `PAPERCLIP_HIDDEN_SETTINGS` lists that still
include `instance.heartbeats` log a warning and are otherwise honored
unchanged.

## What Changed

- Deleted `ui/src/pages/InstanceSettings.tsx` (the Heartbeats view) and
its route in `ui/src/App.tsx`.
- Removed the sidebar entry (`CompanySettingsSidebar`) and tab-bar item
(`CompanySettingsNav`).
- Removed `"/heartbeats"` from the remembered-settings-path allowlist;
remembered heartbeats paths now remap to the settings root.
- Retired the `instance.heartbeats` key from the shared
settings-visibility registry and the environment-variables doc;
documented that retired keys are ignored with a warning.
- Dropped the now-unused UI client wrapper for the instance
scheduler-agent list (`heartbeatsApi.listInstanceSchedulerAgents`); the
server endpoint stays.
- Removed the unused `schedulerHeartbeats` query key.

## Verification

- `npx vitest run packages/shared/src/settings-visibility.test.ts
ui/src/lib/instance-settings.test.ts
ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx` — 24 tests
passing.
- Full `ui` vitest suite: 4426 tests, 4 failures — all in files this PR
does not touch; 3 were load-induced timeouts that pass on rerun, and
`OnboardingWizard.test.tsx` "renders instead of throwing when the
browser denies storage access" fails identically on a clean master
checkout (pre-existing).
- `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter
@paperclipai/shared typecheck` — clean.
- Merged `master` to clear a conflict (see below) and re-ran the four
focused suites (24 passing), `ui/src/App.test.tsx` and
`ui/src/plugins/bridge.test.ts` (22 passing), and both typechecks — all
clean. Full CI is green on the merge commit.

## Merge With master

`master` gained the `company` → `organization` copy pass (#12243), which
reworded strings inside `ui/src/pages/InstanceSettings.tsx` — the page
this branch deletes — producing a modify/delete conflict. Resolved by
keeping the deletion: the page is going away, so the rewording of its
copy has nothing to apply to. Every other file merged cleanly, and
`master`'s rewording in `App.tsx`, `App.test.tsx`, and
`CompanySettingsSidebar.tsx` sits away from this branch's structural
removals, so both changes survive. The net diff against `master` is
unchanged from the pre-merge review: the same 13 files, 23 insertions,
330 deletions.

## Risks

- Low. Pure removal of a UI surface; heartbeat data and APIs are
untouched. Operators still listing `instance.heartbeats` in
`PAPERCLIP_HIDDEN_SETTINGS` get a warning log and otherwise unchanged
behavior (covered by the registry's unknown-key handling). Bookmarks and
remembered paths to the old page land on the settings root.

## Model Used

Claude (Anthropic), model id `claude-fable-5`, extended thinking,
agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:31:43 -07:00
Devin Foley 8f195c2f49 Let operators supply defaults for selected instance settings (#12285)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hosting operators (a managed cloud, an internal shared server) tune
the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, but hiding a
control never changes its value
> - An instance whose stored feedback-sharing preference is still the
schema default ("prompt") keeps prompting users even when the operator
hid the control, leaving them no way to answer
> - More generally, operators have no supported way to change what a
setting defaults to without patching code
> - This pull request adds `PAPERCLIP_SETTING_DEFAULTS`, a generic
operator-supplied read-time default overlay for registry-listed general
settings
> - The benefit is that any hosting operator can pair "hide the control"
with "default the value", while explicit user choices and self-hosted
stock behavior stay untouched

## Linked Issues or Issue Description

No public issue exists; following the enhancement template:

**What existing behavior does this improve?**
Hosting operators need to supply the default value of selected instance
settings (first: `feedbackDataSharingPreference`) via configuration,
without patching code and without a hard-coded, opinionated constant in
the product.

**Subsystem affected**
Server (instance-settings service, feedback service, boot) and
`packages/shared` (settings schemas).

**Current behavior**
Setting defaults are fixed in the shared zod schemas.
`PAPERCLIP_HIDDEN_SETTINGS` can hide the feedback-sharing control and
floor writes, but the stored value stays "prompt", so issue-chat
surfaces keep prompting with no way to answer.

**Proposed behavior**
`PAPERCLIP_SETTING_DEFAULTS` takes a JSON object validated against a
shared registry of defaultable fields. The operator value substitutes
for the schema default at read time: a field whose effective value is
still the schema default resolves to the operator value; an explicit
non-default user choice always wins. Never persisted; unsetting the
variable restores stock behavior. Malformed JSON or an invalid value for
a known field refuses startup (fail closed); unknown field names warn
and are ignored (mixed-version fleet safe).

**Reason and benefit**
Any hosting operator can pair "hide the control" with "default the
value" without forking the product. Explicit user choices and
self-hosted stock behavior stay untouched.

**Breaking changes**
None. With the variable unset, every read path is byte-identical to
before.

## What Changed

- New `packages/shared/src/setting-defaults.ts`:
`SETTING_DEFAULTS_ENV_KEY`, `DEFAULTABLE_GENERAL_SETTINGS` registry
(currently `feedbackDataSharingPreference`), `parseSettingDefaults`
(fail-closed for policy content, warn-ignore unknown fields),
`applyOperatorGeneralDefaults` (pure read-time overlay),
`stripOperatorGeneralEchoes` (persist-time echo strip, see below),
re-exported from the package index.
- New `server/src/services/setting-defaults.ts`: parse-once accessor
mirroring `settings-visibility.ts`.
- `server/src/services/instance-settings.ts`: `toGeneralView` applies
the overlay in `get`/`getGeneral`/update responses; persisted writes
never carry operator values. Because general-settings writes materialize
every field, a stored schema-default value is treated as unchosen —
deliberate, documented, and covered by tests.
- `server/src/services/feedback.ts`: the preference-persistence branch
now checks the effective (overlaid) preference, so a stray prompt answer
cannot overwrite an operator default; its local normalize fallback now
returns full schema defaults.
- `server/src/index.ts`: boot-time fail-fast parse with a log line
naming the defaulted settings, mirroring the managed-config posture.
- The hidden-settings write floor (`assertNoHiddenSettingChanges`) keeps
comparing against effective values, so clients echoing a full GET
response keep working. To keep the overlay strictly read-time,
`updateGeneral` strips such echoes at persist time: a write of the
operator value over a field whose stored value is still the schema
default (unchosen) maps back to the schema default, so an echo cannot
promote the operator value into an explicit stored choice and later
changes to (or removal of) `PAPERCLIP_SETTING_DEFAULTS` still take
effect. A write of any other value, or over an explicit stored choice,
persists as given.
- Docs: `PAPERCLIP_SETTING_DEFAULTS` row + "Operator setting defaults"
section in `docs/deploy/environment-variables.md`.
- Tests: `packages/shared/src/setting-defaults.test.ts` (parse matrix,
overlay precedence, echo-strip matrix, immutability) and
`server/src/__tests__/instance-settings-operator-defaults.test.ts`
(accessor, substitution, explicit-choice wins, unset identity,
never-persisted, full-GET echo stays unchosen, explicit non-default
write persists).

## Verification

- `npx vitest run packages/shared/src/setting-defaults.test.ts
server/src/__tests__/instance-settings-operator-defaults.test.ts
server/src/__tests__/instance-settings-managed-overlay.test.ts` — 33
tests passing.
- `npx vitest run server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts` — 57 passing;
`npx vitest run server/src/__tests__/feedback-service.test.ts
server/src/__tests__/issue-feedback-routes.test.ts` — 18 passing.
- `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter
@paperclipai/server typecheck` — clean.

## Risks

- Low. With the variable unset every read path is byte-identical to
before (identity overlay, covered by tests). The overlay is read-time
only and never persisted, so no migration and no data risk. Fail-closed
parsing means a bad policy value is a loud boot failure rather than
silent drift — consistent with the existing managed-config contract.

## Model Used

Claude (Anthropic), model id `claude-fable-5`, extended thinking,
agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:29:05 -07:00
Devin Foley e34ed9801b Let operators hide the Provider vaults and Proposals tabs (#12284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hosting operators (a managed cloud, an internal shared server) tune
the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, which today hides
whole pages
> - The Secrets page bundles four tabs, and two of them — Provider
vaults and Proposals — do not apply to deployments where the operator
provisions provider credentials itself
> - Hiding the whole Secrets page is too coarse: the Secrets and My
secrets tabs stay essential everywhere
> - This pull request adds per-tab visibility keys
(`company.secrets.vaults`, `company.secrets.proposals`) as a new
company-section registry group
> - The benefit is that any hosting operator can trim the Secrets page
to what fits their deployment, with self-hosted behavior unchanged by
default

## Linked Issues or Issue Description

No public issue exists; following the enhancement template:

**What existing behavior does this improve?**
`PAPERCLIP_HIDDEN_SETTINGS` can hide the whole Secrets page
(`company.secrets`) but not individual tabs. Operators of managed
deployments need to hide the Provider vaults and Proposals tabs while
keeping the rest of the page.

**Subsystem affected**
Settings visibility (`packages/shared/src/settings-visibility.ts`) and
the Secrets page UI (`ui/src/pages/Secrets.tsx`).

**Current behavior**
The Secrets page always renders all four tabs (Secrets, My secrets,
Provider vaults, Proposals), polls pending proposals for the badge, and
offers "manage vaults" affordances that jump to the vaults tab.

**Proposed behavior**
Two new registry keys, `company.secrets.vaults` and
`company.secrets.proposals`, hide the corresponding tab: the tab-bar
entry disappears, an active hidden tab snaps back to Secrets, the
manage-vaults affordances are suppressed, and the pending-proposals poll
stops. UI visibility only — the provider-config and proposal APIs stay
live for agents and integrations, matching the existing `company.*`
precedent. Nothing changes when the variable is unset.

**Reason and benefit**
Any hosting operator (a managed cloud, an internal shared server) can
trim the Secrets page to what fits their deployment — for example when
the operator provisions provider credentials itself, so the vault and
proposal flows do not apply — without losing the Secrets and My secrets
tabs, which stay essential everywhere.

**Breaking changes**
None. With `PAPERCLIP_HIDDEN_SETTINGS` unset (or set to existing keys
only) nothing changes; older app versions receiving the new keys ignore
them with a warning by design.

## What Changed

- `packages/shared/src/settings-visibility.ts`: new
`HIDEABLE_COMPANY_SECTIONS` group (`company.secrets.vaults`,
`company.secrets.proposals`), `HideableCompanySection` type,
`hidesCompanySection()` helper, wired into `HideableSettingKey` /
`HIDEABLE_SETTING_KEYS`, re-exported from the package index.
- `ui/src/pages/Secrets.tsx`: tab-bar filtering, hidden-tab snap-back
effect, gated pending-proposals query, conditional `onManageVaults` on
both the import button and dialog (the button's "AWS vault disabled —
manage" affordance renders nothing when vaults are hidden), hidden
`TabsContent` blocks.
- Docs: new bullet in `docs/deploy/environment-variables.md` under
"Hiding settings surfaces".
- Tests: registry membership/parse cases in
`settings-visibility.test.ts`; new render cases in
`Secrets.render.test.tsx` (hidden tabs absent + proposals poll skipped;
default render keeps both tabs and the poll).

## Verification

- `npx vitest run packages/shared/src/settings-visibility.test.ts
ui/src/pages/Secrets.render.test.tsx` — 43 tests passing.
- `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter
@paperclipai/ui typecheck` — clean.

## Risks

- Low. Nothing changes with `PAPERCLIP_HIDDEN_SETTINGS` unset (covered
by the default-render test). The keys are UI-visibility only, so
agent/integration API access is unaffected. Older app versions receiving
the new keys ignore them with a warning by design.

## Model Used

Claude (Anthropic), model id `claude-fable-5`, extended thinking,
agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:28:15 -07:00
Devin Foley 325041cb00 fix(assets): accept identity-provider characters in image upload namespaces (#12288)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Humans oversee those agents in teams, so each person has a login and
a profile with an avatar
> - Avatars, logos and pasted images all go to one asset upload API,
which files each object under a namespace
> - The avatar namespace embeds the user id, and a deployment can take
user ids from an external identity layer, where a subject often holds
":", "|", "." or "@"
> - But the namespace validator accepted only letters, numbers, "/", "_"
and "-", so those users got a 400 "Invalid image metadata" error and
could not set a profile photo
> - This pull request widens the accepted characters, rejects "." and
".." path segments with a clear message, and cleans the namespace in the
upload client
> - The benefit is that profile photo upload works for every user, and a
namespace the API refuses now returns a message that says what is wrong

## Linked Issues or Issue Description

No existing issue or open pull request covers this. I searched the issue
and pull request lists for "avatar upload", "profile photo", "Invalid
image metadata" and "asset namespace" and found no duplicate. The bug
report follows.

**What happened?**

Profile photo upload fails. `ui/src/pages/ProfileSettings.tsx` sends the
namespace `profiles/${user.id}` to `POST
/api/companies/:companyId/assets/images`. When the user id comes from an
external identity layer it can contain ":", "|", "." or "@" — for
example `oidc:example|jane.example@example.com`.
`createAssetImageMetadataSchema` in
`packages/shared/src/validators/asset.ts` accepted only
`/^[a-zA-Z0-9\/_-]+$/`, so the route returned 400 "Invalid image
metadata" (`server/src/routes/assets.ts`). The image bytes were never
the problem, but the message pointed at the image, so the toast gave the
user nothing to act on.

A second case has the same cause. The agent instructions editor in
`ui/src/pages/AgentDetail.tsx` builds a namespace that ends with a
filename, such as `agents/<id>/instructions/SKILL.md`. The "." in the
filename also failed the check.

**Expected behavior**

A profile photo uploads for any user id the app itself issues, and an
image pasted into the agent instructions editor uploads for any
instruction filename. A namespace the API does refuse returns a message
that names the field and states the rule.

**Steps to reproduce**

1. Run Paperclip with an external identity provider, so `user.id` holds
an OIDC subject such as `oidc:example|jane.example@example.com`.
2. Open Settings, then Profile.
3. Choose an avatar image.
4. The upload fails and the page shows "Invalid image metadata".

Or, with no identity provider:

1. Open an agent, then the instructions editor, and select a file whose
name contains a "." such as `SKILL.md`.
2. Paste an image into the editor.
3. The upload fails with the same error.

**Paperclip version or commit**

`master` at eb86fcd49.

**Deployment mode**

Any deployment whose user ids come from an external identity layer. The
instructions-editor case reproduces on a plain self-hosted install too.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

## What Changed

- `packages/shared/src/validators/asset.ts`: widen the namespace pattern
to `/^[a-zA-Z0-9\/_.:@|-]+$/`, and reject any "/"-separated segment
equal to "." or "..". A traversal attempt now gets a clean 400 from the
validator instead of an error from the storage provider.
- `packages/shared/src/validators/asset.ts`: add
`sanitizeAssetNamespace()`, which maps any string to a namespace the
schema accepts. It works per segment: it keeps the accepted characters,
turns the others into "-", collapses repeated dashes, drops empty and
dot-only segments, and caps the result at 120 characters. It returns
`undefined` when no segment survives, and the caller then sends no
namespace.
- `packages/shared/src/validators/asset.ts`: export
`ASSET_NAMESPACE_MAX_LENGTH` and `ASSET_NAMESPACE_RULE`, so the rule
text and the API error cannot drift apart.
- `ui/src/api/assets.ts`: run the namespace through
`sanitizeAssetNamespace()` in `uploadImage`. This is one choke point for
all callers, so no caller has to know the rule.
- `server/src/routes/assets.ts`: name the field in the 400 message —
`Invalid image metadata: "namespace" must be 1-120 characters of
letters, numbers, or / _ - . : @ |, and cannot contain "." or ".." path
segments`. The zod issue details stay in the response. The UI shows
`body.error`, so the toast is now actionable.
- Tests: a new `packages/shared/src/validators/asset.test.ts`
accept/reject matrix for the schema and the sanitizer; three cases in
`server/src/__tests__/assets.test.ts`; one case in
`ui/src/pages/ProfileSettings.test.tsx`.

## Verification

Targeted runs:

```
npx vitest run packages/shared/src/validators/asset.test.ts        # 22 passed
npx vitest run server/src/__tests__/assets.test.ts                 # 11 passed
npx vitest run ui/src/pages/ProfileSettings.test.tsx               # 2 passed
```

New cases:

- Schema: accepts identity-provider ids that hold ":", "|", "." and "@";
accepts `agents/<id>/instructions/SKILL.md`; rejects `profiles/bad
name!`, over-length input, and `.` or `..` segments.
- Sanitizer: passes identity-provider ids through unchanged, replaces
and collapses the other characters, drops the `.` and `..` segments
while keeping a segment of three or more dots, caps at 120 characters
without leaving a dot segment behind at the cut, and returns `undefined`
when nothing survives. One case asserts the sanitizer output always
parses.
- Route: 201 for `profiles/oidc:example|jane.example@example.com`, and
the storage service receives that namespace; 400 naming `namespace` for
`profiles/bad name!`; 400 for `profiles/../secrets`.
- UI: a session user id holding ":" and "|" uploads, and the namespace
reaches the API unchanged.

Typecheck:

```
pnpm --filter @paperclipai/shared typecheck   # clean
pnpm --filter @paperclipai/ui typecheck       # clean
cd server && npx tsc --noEmit -p tsconfig.json # clean
```

Package suites:

```
npx vitest run --project @paperclipai/shared --exclude "**/dist/**"   # 586 passed, 8 pre-existing failures in src/worktree-seed-source.test.ts
npx vitest run --project @paperclipai/ui --exclude "**/dist/**"       # 4402 passed
```

CI runs the server suite as ten shards (five general, five serialized),
which is the authoritative full run for this package. All shards pass on
this branch.

The `worktree-seed-source` failures reproduce on an unmodified checkout
of the same base commit and are unrelated to this change. The UI
failures seen in that run were 5-second test timeouts caused by running
two suites at once on one machine; each file passes when it runs alone.

No document states the namespace character rule — I checked `docs/` and
`doc/`, where the asset upload endpoint appears only in an OpenAPI
registry entry and a smoke-lab note, neither of which describes the
metadata fields. The rule now lives in one exported constant that the
API error reuses.

## Risks

Low risk.

- The wider character set does not widen what a caller can write to
disk. `server/src/storage/service.ts` already replaces every character
outside `[a-zA-Z0-9._-]` in each path segment, and
`server/src/storage/local-disk-provider.ts` already rejects "." and ".."
segments and any key that resolves outside the base directory. This
change moves the "." and ".." refusal earlier, to the validator, so the
caller gets a clear 400.
- The API is more permissive than before, so no request that used to
succeed can start failing.
- Namespaces stored before this change keep working. The namespace is
not a key that is looked up; it is a prefix under which new objects are
filed.
- One behavior change worth noting: the UI now cleans a namespace
instead of sending it as typed, so a caller that passes an unusable
namespace gets a cleaned prefix rather than a failed upload.

## Model Used

- Claude (Anthropic), Claude Opus, 1M context window, extended thinking,
agentic tool use through Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:27:31 -07:00
Devin Foley d27998a230 Check the declared Lexical range with semver rules (#12319)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People write almost every issue, goal, document, and chat message
through the rich markdown editor, which wraps `@mdxeditor/editor` on top
of Lexical
> - #12317 fixed a dependency split that broke that editor everywhere,
and it added `ui/src/lib/lexical-single-copy.test.ts` to keep the
Lexical graph honest
> - Greptile raised a P2 on the last assertion in that test. It compared
the range `@mdxeditor/editor` declares to a literal string, so it
rejected equivalent spellings such as `>=0.48.0 <0.49.0` even when the
resolved version satisfies them
> - A guard that fails on a healthy tree teaches people to delete it,
which would give back the protection #12317 just added
> - #12317 merged before the fix landed, so this pull request carries it
> - This pull request stops the test from reading semver ranges at all,
and asserts the mechanism that can actually break the graph
> - The benefit is a guard that fails only on a real problem, and a
smaller test file than before

## Linked Issues or Issue Description

Refs #12317 — this addresses the Greptile P2 left on that pull request.
No public issue exists, so the problem is described below with the bug
report template.

**What happened?**

`ui/src/lib/lexical-single-copy.test.ts` asserted the declared range
with an exact string comparison:

```ts
const [major, minor] = versionOf("lexical", requireFromUi).split(".");
expect(declared).toBe(`^${major}.${minor}.0`);
```

That accepts one spelling only. If `@mdxeditor/editor` published
`>=0.48.0 <0.49.0`, or `^0.48.2`, or `^0.47.0 || ^0.48.0`, the test
would fail even though the resolved Lexical version satisfies the
declared range. The test would report a dependency split that does not
exist.

**Expected behavior**

The test fails when the Lexical graph is actually split or forced. It
passes on any healthy tree, whatever range syntax the editor happens to
publish.

**Steps to reproduce**

1. Check out `master` at c8a136fb0.
2. Edit `ui/node_modules/@mdxeditor/editor/package.json` and change
`"lexical": "^0.48.0"` to the equivalent `"lexical": ">=0.48.0
<0.49.0"`.
3. Run `npx vitest run ui/src/lib/lexical-single-copy.test.ts`.
4. The range case fails, although 0.48.0 satisfies the range.

**Paperclip version or commit**

`master` at c8a136fb0. The assertion arrived with #12317.

**Relevant logs or output**

```
AssertionError: expected '>=0.48.0 <0.49.0' to be '^0.48.0' // Object.is equality
```

## What Changed

The test no longer reads semver ranges. It asserts the mechanism
instead.

- Replaced the range assertion with a check that no `lexical` or
`@lexical/*` key appears in the root `pnpm.overrides`. The failure
message names the fix.
- Removed the range assertion and the version-line comparison that stood
in for it. Both needed range syntax to mean something specific.
- Documented on the copy check why it now carries the whole guarantee.

Why this is sufficient, and stronger:

- An override is the only thing that can push a resolved version outside
the range a package declares. Remove the override and pnpm honours every
declared range by construction, so `@mdxeditor/editor` gets a Lexical it
supports. No parser needed.
- `@mdxeditor/editor` resolved its own Lexical from its own declared
range. The copy check asserts the app resolved the same version. So an
equal version proves the app sits on a line the editor supports,
transitively.
- It also closes the second half of the original bug. The old override
list could only pin the packages it named, and `@lexical/extension` was
reached transitively and never listed. A guard on "no Lexical override
at all" has no such blind spot, while a guard on "the override pins the
right version" would have.

The file is 65 lines shorter than the first attempt and no longer
carries a hand-rolled semver evaluator.

I considered two alternatives and rejected both. A `semver` dependency
in `ui` would work, but `ui` cannot resolve `semver` today and a new
direct dependency is a heavy way to buy one assertion. A larger
hand-rolled evaluator would have to cover partial versions, wildcards,
hyphen ranges, and spaced comparators before it stopped producing false
failures, which is a semver library with fewer tests.

Nothing outside this test file changes. The Lexical pins from #12317
stay as they are, and `pnpm-lock.yaml` is untouched because no manifest
changes.

## Verification

- `npx vitest run ui/src/lib/lexical-single-copy.test.ts` — 3 passed.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- Regression still caught. I restored the pre-#12317 pins, which are the
0.49.0 `pnpm.overrides` block and the 0.49.0 pins in `ui/package.json`,
ran `pnpm install`, and re-ran the guard. Two of the three cases failed,
and the new one reports the cause and the fix together:

```
AssertionError: Pin Lexical through ui/package.json instead. An override cannot
cover the packages it does not name, and it hides the range @mdxeditor/editor
declares.: expected [ 'lexical', …(9) ] to deeply equal []

AssertionError: expected '0.48.0' to be '0.49.0'
```

I then restored the current pins and re-ran the guard, which passed 3 of
3.
- `npx vitest run ui/src/lib/mention-deletion.test.ts
ui/src/lib/mention-aware-link-node.test.ts
ui/src/components/MarkdownEditor.test.tsx` — 42 passed, unchanged.

## Risks

- Low risk. The change touches one test file and no application code.
- The guard now forbids a legitimate tool. If someone later has a real
need for a Lexical `pnpm.overrides` entry, this test blocks it. That is
deliberate: an override is what broke the editor, and the block is one
line to remove with a reviewer looking at it. The failure message states
the supported alternative, which is pinning in `ui/package.json`.
- The guard no longer checks the declared range directly. It relies on
pnpm honouring declared ranges when no override is present, which is the
package manager's contract and the same property `pnpm install
--frozen-lockfile` depends on in CI.
- The ordering #12317 set out still holds: a Lexical upgrade must wait
for an `@mdxeditor/editor` release that supports it. Bumping `ui` past
the editor's range now produces two copies, which the copy checks fail
on.

> 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 (Anthropic), Claude Opus, agentic tool use via Claude Code.

- Provider and model: Claude (Anthropic), Claude Opus
- Capability: agentic tool use through Claude Code, with repository
search, file edits, dependency installation, test and build runs

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (the
reasoning lives in comments in the test file; no document states a
Lexical version or pinning policy)
- [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
2026-08-27 11:26:06 -07:00
Devin FoleyandPaperclip 2a3c86f91d fix(ui): keep the rich editor available for angle-bracket prose (#12290)
## Thinking Path

> - Paperclip helps people manage AI agents and their work
> - People use the rich markdown editor to write task descriptions,
comments, and agent instructions
> - The editor disables HTML processing, but the markdown parser still
treats some angle-bracket text as HTML
> - A value such as `<name>` could therefore stop the rich editor and
show the raw-source fallback
> - The retry action used the same input, so it could not recover
> - This pull request escapes unsupported angle brackets only while the
editor processes the value
> - The benefit is that the rich editor works and stored markdown stays
unchanged

## Linked Issues or Issue Description

Fixes: #12197

Related prior attempt: #2696

**What happened?**

The rich markdown editor did not start when prose contained a bare angle
bracket, such as `<name>`. It showed the raw-source fallback. The retry
action repeated the same failure.

**Expected behavior**

The rich editor starts for normal prose. It stores the text in its clean
form because agent prompts can use this text.

**Steps to reproduce**

1. Open a task description, comment, or other field that uses the rich
markdown editor.
2. Enter `Rename <name> to the real name`.
3. Reload the field.
4. Observe the raw-source fallback.

**Paperclip version or commit**

`master` at d785b1921.

**Deployment mode**

All modes. The defect is in the UI package.

## What Changed

- Escape only angle brackets that the parser treats as unsupported HTML
constructs.
- Restore the clean markdown before the editor sends a value to its
parent.
- Keep code, autolinks, link destinations, and existing escapes
unchanged.
- Apply the same conversion to pasted and inserted markdown.
- Make the empty-editor fallback wait for editor initialization and
confirm the empty state.
- Re-arm the initial empty-change guard when the user retries the
editor.
- Add `MDE-PARSE`, `MDE-RENDER`, and `MDE-EMPTY` fallback codes.
- Correct the editor mock and add regression tests for parsing, round
trips, paste, insert, retry, and fallback behavior.

## Verification

- `npx vitest run ui/src/lib/angle-bracket-markdown.test.ts
ui/src/lib/blockquote-markdown.test.ts
ui/src/components/MarkdownEditor.test.tsx` — 106 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm check:token-gates` — reports nine existing color findings in
`ui/src/components/onboarding/PillGuy.tsx`. This pull request does not
change that file.
- `pnpm test:run` — the local run found four existing port-allocation
failures in unrelated workspace-runtime tests. The focused editor tests
passed. The pull request CI runs these suites on clean workers.

## Risks

- Low data risk. The conversion applies only while MDXEditor processes a
value. Stored markdown keeps the clean form.
- The scanner skips code, autolinks, link destinations, and existing
escapes to prevent content changes.
- The raw-source fallback can appear about 300 ms later because it now
confirms that the editor stayed empty.
- There is no database or API change.

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

## Model Used

- Original implementation: Anthropic Claude Opus, 1M context, with
agentic tool use in Claude Code.
- PR preparation and verification: OpenAI Codex with GPT-5, reasoning,
code execution, and tool use. The runtime did not expose the
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-27 09:57:13 -07:00
Devin Foley c8a136fb02 Restore a single Lexical copy so the rich editor renders (#12317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People write almost every issue, goal, document, and chat message
through the rich markdown editor, which wraps `@mdxeditor/editor` on top
of Lexical
> - On `master` that editor renders its raw-source textarea instead. It
shows "Rich editor unavailable for this markdown" on every field, for
all content, including empty content
> - Lexical throws at render time because the project holds two copies
of `LexicalBuilder`. The root `pnpm.overrides` block forced the Lexical
family past the version range the editor supports, and it missed the
packages that are reached transitively
> - Every markdown surface in the product degrades to plain text
editing, so this is a full loss of a core authoring feature and not a
cosmetic problem
> - This pull request removes the Lexical entries from `pnpm.overrides`,
pins the app to Lexical 0.48.0, and adds a test that guards the
resolution graph
> - The benefit is that the rich editor renders again, and a future
override or bump that splits Lexical fails in CI instead of in the
browser

## Linked Issues or Issue Description

No public issue exists. The problem is described below with the bug
report template.

**What happened?**

The rich markdown editor falls back to its raw-source textarea on every
markdown field. The header reads "Rich editor unavailable for this
markdown. Showing raw source instead." The fallback appears for all
content, including empty content. React catches an error during the
first render of the editor.

The cause is dependency resolution. The root `package.json`
`pnpm.overrides` block pinned the Lexical family to `0.49.0`.
`@mdxeditor/editor@4.2.1` declares `lexical: "^0.48.0"`. A caret range
on a `0.x` version pins the minor, so `^0.48.0` means `>=0.48.0
<0.49.0`. The override therefore pushed the editor past its only
supported line. Lexical 0.49.0 also carries breaking `$config()` node
changes.

The override list was also incomplete. `@lexical/extension`,
`@lexical/history`, and `@lexical/internal` are reached transitively and
were never listed. Those packages stayed on 0.48 while the listed
packages moved to 0.49. The graph mixed the two lines, and the built
browser bundle carried two
`Symbol.for("@lexical/extension/LexicalBuilder")` registrations.

Commit 04432f82c (#10728) introduced this. It was a Dependabot bump from
0.46.0 to 0.49.0.

**Expected behavior**

The rich editor renders a live WYSIWYG surface on every markdown field.
The raw-source fallback stays reserved for real markdown parse failures.

**Steps to reproduce**

1. Check out `master` and run `pnpm install`.
2. Start the app and open any issue, goal, or document.
3. Look at any markdown field, for example the issue description.
4. The field shows the fallback banner and a plain textarea. The rich
toolbar is absent.

You can also see the split without the browser:

```
pnpm --filter @paperclipai/ui build
grep -ohE 'Symbol\.for\("@lexical/extension/LexicalBuilder"\)' ui/dist/assets/index-*.js | wc -l
```

On `master` this prints `2`. A correct graph prints `1`.

**Paperclip version or commit**

`master` at 1ba7b2cc7. The regression entered at 04432f82c (#10728).

**Relevant logs or output**

```
LexicalBuilder.fromEditor: The given editor was created with LexicalBuilder
0.48.0+dev.esm but this version is 0.49.0+dev.esm. A project should have
exactly one copy of LexicalBuilder
```

React reports the error in `<LexicalExtensionEditorComposer>`.
`MarkdownEditorRichErrorBoundary` catches it and shows the raw-source
fallback.

## What Changed

- Removed the Lexical entries from `pnpm.overrides` in the root
`package.json`. This drops `lexical`, `@lexical/clipboard`,
`@lexical/link`, `@lexical/list`, `@lexical/markdown`,
`@lexical/plain-text`, `@lexical/react`, `@lexical/rich-text`,
`@lexical/selection`, and `@lexical/utils`. The `rollup`, `react`, and
`react-dom` overrides stay as they are.
- Pinned `lexical` and `@lexical/link` to `0.48.0` in `ui/package.json`.
The app subclasses `LinkNode` for mention-aware links and registers it
into the Lexical instance that MDXEditor owns, so node identity needs
one copy. `@lexical/link@0.48.0` pins `lexical` at `0.48.0` exactly.
- Left `pnpm-lock.yaml` out of this commit on purpose. The `policy` job
blocks manual lockfile edits, regenerates the lockfile from the
manifests, and uploads it for the downstream `pnpm install
--frozen-lockfile` jobs. I did regenerate the lockfile locally to verify
the result. That local lockfile touched only Lexical and MDXEditor
entries and held no Lexical 0.49 reference.
- Added `ui/src/lib/lexical-single-copy.test.ts`. It asserts the app and
the editor resolve the same `lexical` file, that `@lexical/link` and the
transitively reached `@lexical/extension` sit on that version, and that
the version satisfies the range the editor declares.

`ui` is the only workspace package that declares a Lexical dependency,
so nothing else changes.

### Why the overrides can go

#9180 added the Lexical overrides for a good reason. At that time the
app used Lexical 0.46.0 and `@mdxeditor/editor` declared
`lexical@^0.35.0`. The two ranges could not meet, so an override was the
only way to force one copy.

That condition is gone. `@mdxeditor/editor@4.2.1` now declares `lexical:
"^0.48.0"`. When the app also declares `0.48.0`, pnpm resolves one copy
on its own and the override has nothing left to do.

The override is now a liability. It can only pin the packages it lists
by name. `@lexical/extension` did not exist when the list was written,
so the list never covered it, and the list silently stopped covering the
whole family. Natural resolution has no such blind spot, because every
Lexical package carries its own exact pin on the core.

The existing `lexical` alias in `ui/vite.config.ts` and
`ui/vitest.config.ts` stays. It still resolves at 0.48.0. Note that the
alias covers only the `lexical` core, which is why it did not prevent
this bug and why the new test reads the resolution graph with
`createRequire` instead of importing Lexical.

### Related pull requests

- #10728 — the Dependabot bump that introduced the regression.
Superseded by this change.
- #10724 — the companion core bump merged the same day.
- #9180 — added the overrides block that this change removes. See the
explanation above.
- #9179 — an older, still-open 0.46.0 bump. It is stale and this change
does not depend on it.

I found no open pull request that already fixes this problem.

## Verification

All commands ran from the repository root.

- `npx vitest run ui/src/lib/lexical-single-copy.test.ts` — 3 passed.
- Guard proven against the broken tree. I restored the pre-fix
`package.json`, `ui/package.json`, and `pnpm-lock.yaml`, ran `pnpm
install`, and re-ran the guard. It failed 2 of 3: `expected '0.48.0' to
be '0.49.0'` for `@lexical/extension`, and `expected '^0.48.0' to be
'^0.49.0'` for the declared range. I then restored the fix and `pnpm
install` reproduced the committed lockfile byte for byte.
- `pnpm --filter @paperclipai/ui typecheck` — clean. The Lexical API
calls in the app still compile on 0.48.
- `npx vitest run ui/src/lib/mention-deletion.test.ts
ui/src/lib/mention-aware-link-node.test.ts
ui/src/components/MarkdownEditor.test.tsx` — 42 passed.
- `pnpm --filter @paperclipai/ui build`, then the `grep` above — the
bundle now holds 1 `LexicalBuilder` registration. It held 2 before this
change.
- Full `ui` project: `npx vitest run --project '@paperclipai/ui'` — 4426
of 4431 passed. I re-ran the 5 failures in isolation. Four passed, so
they were load-induced 5 second timeouts in
`CompanyEnvironments.test.tsx` and `IssuesList.test.tsx`. The last one,
`OnboardingWizard.test.tsx > renders instead of throwing when the
browser denies storage access`, also fails on clean `master` and is
unrelated to this change.
- Real render probe. I wrote a throwaway test that renders
`MarkdownEditor` against the real `@mdxeditor/editor` with no mock.
Before this change it produced the fallback banner and the
`LexicalBuilder` error. After this change the editor mounts a live
`contenteditable` surface and logs no error. The probe was temporary and
is not part of this diff.

## Risks

- This pins the app's Lexical to the line the editor supports rather
than to the newest release. A future Lexical upgrade must wait for an
`@mdxeditor/editor` release that supports it. I checked published
`@mdxeditor/editor` through 4.2.3 and none supports Lexical 0.49, so
fixing forward is not possible today. The new test enforces that
ordering, so an upgrade attempt fails in CI with a clear reason.
- Dependabot will offer the Lexical 0.49 bump again. The new test will
fail that pull request. That is the intended behavior. A reviewer should
keep the bump closed until MDXEditor moves first.
- 04432f82c was a routine version bump and not a security fix, so this
change reintroduces no known advisory.
- The change is limited to dependency resolution and one new test. It
alters no application code.

> 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 (Anthropic), Claude Opus, agentic tool use via Claude Code.

- Provider and model: Claude (Anthropic), Claude Opus
- Capability: agentic tool use through Claude Code, with repository
search, file edits, dependency installation, test and build runs

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
document in the repository states a Lexical version or pinning policy,
so the reasoning is recorded in the new test's header comment)
- [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
2026-08-27 09:26:42 -07:00
Devin Foley 8ef39febd7 refactor(db): drop the vendored postgres teardown patch (reverts #12227) (#12234)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #12227 vendored a pnpm patch of the `postgres` driver to stop a
teardown race (`nextWrite` firing after the socket is nulled) from
crashing the process and failing green CI shards
> - Maintainer call: carrying a vendored driver patch is not worth it
for a CI flake — the patch adds a maintenance obligation on every future
driver upgrade
> - The race is an upstream bug in `postgres@3.4.9`; the plan is to wait
for an upstream release that fixes it and bump the dependency instead
> - This pull request reverts #12227 in full: the patch file, its
`package.json` registration, and the regression test that exercised the
patched behavior
> - The benefit is an unmodified dependency graph; the known flake
signature returns and is retried when it bites

## Linked Issues or Issue Description

Reverts #12227.

**What existing behavior does this improve?**

Dependency hygiene: `postgres@3.4.9` is consumed unmodified again, with
no `pnpm.patchedDependencies` entry to re-evaluate on every driver
upgrade.

**Current behavior**

The repo carries `patches/postgres@3.4.9.patch` (null-socket guard in
the driver's deferred write flush, plus an `execute()` refusal on
socketless connections) and a regression test for it.

**Proposed behavior**

Plain upstream `postgres@3.4.9`. The teardown race stays an upstream
bug: a green test shard can occasionally fail with `Vitest caught 1
unhandled error` and `TypeError: Cannot read properties of null (reading
'write')` at `Immediate.nextWrite`; the remedy is retrying the shard
until an upstream driver release fixes the race and we bump.

**Reason and benefit**

A vendored driver patch is a standing maintenance cost that outweighs
the flake it suppressed.

## What Changed

- Reverts #12227 (`6c7c0fd1f`) in full: removes
`patches/postgres@3.4.9.patch`, its `pnpm.patchedDependencies`
registration in root `package.json`, and
`packages/db/src/postgres-driver-teardown.test.ts`. No lockfile
involvement — the merged commit never touched `pnpm-lock.yaml` and the
refresh bot had not yet recorded the patch.

## Verification

- `pnpm install` on the reverted tree is coherent; the full
`packages/db` suite passes (26 files / 100 tests).
- `git revert` applied cleanly with no conflicts.

## Risks

- Low. This restores the exact pre-#12227 state. The known flake
signature returns; it fails jobs whose tests all passed and is cleared
by retrying the shard.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-26 11:10:44 -07:00
Devin Foley 6c7c0fd1f2 fix(db): stop the postgres driver from crashing the process on a write/close race (#12227)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server and its test suites talk to PostgreSQL through the
`postgres` (postgres.js) driver, and tests routinely tear their
databases down while connections still carry traffic
> - The driver flushes small buffered frames from a `setImmediate`, and
that deferred flush calls `socket.write()` without checking that the
socket still exists; a reserved connection whose backend died keeps
accepting queries, so the flush can fire with a null socket
> - The resulting `TypeError` escapes from a timer callback with no
try/catch above it, crashing the process — in CI this fails suites whose
tests all passed ("Vitest caught 1 unhandled error"), and the same crash
is reported against the driver in the wild after ECONNRESET
> - The latest driver release (3.4.9) still has the bug, so this pull
request adds a pnpm patch guarding the flush and normalizing timer state
on close, plus a deterministic regression test
> - The benefit is CI that no longer fails randomly on a teardown race,
and production processes that survive a database connection dying at the
wrong moment

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the bug-report
template.

**What happened?**

CI jobs fail with all tests passing: vitest reports `Vitest caught 1
unhandled error during the test run` with `TypeError: Cannot read
properties of null (reading 'write')` at `postgres/src/connection.js`
`Immediate.nextWrite`. The attribution points at whichever test file
happened to be running (e.g. `native-codex-runner.integration.test.ts`),
because the throw comes from a process-level timer callback, not from a
test. The identical crash is reported against the upstream driver by
other projects after `ECONNRESET` (e.g. immich-app/immich#25098).

**Expected behavior**

A connection dying between a write being scheduled and its deferred
flush must settle the affected queries through the driver's normal
connection-error path, never throw from a bare timer callback.

**Steps to reproduce**

Run the new `packages/db/src/postgres-driver-teardown.test.ts` with the
patch removed: reserve a connection (`sql.reserve()` — the same surface
`sql.begin()` uses), destroy the backend socket, wait for the client to
process the close, then issue one query on the reserved connection. The
deferred flush fires one tick later with `socket === null` and crashes
the process with exactly the CI signature.

**Paperclip version or commit**

master `198fc8b28`, `postgres@3.4.9` (latest release; bug still present
on the driver's master branch).

## What Changed

- `patches/postgres@3.4.9.patch` (new, wired via
`pnpm.patchedDependencies`): `nextWrite` returns without writing when
`socket === null`, dropping the buffered bytes — the close path has
already settled every in-flight query, so those bytes have nowhere to
go. The `closed()` and `terminate()` handlers additionally reset
`nextWriteTimer`/`chunk` after `clearImmediate`, so a stale cleared
handle cannot silently block a future reconnect's first flush. All three
shipped builds (`src`, `cjs`, `cf`) get the identical change.
- `packages/db/src/postgres-driver-teardown.test.ts` (new):
deterministic reproduction against a minimal in-process fake wire server
(startup auth + an empty result for the `fetch_types` bootstrap).
Asserts the late query settles with `CONNECTION_DESTROYED` through
`sql.end()` instead of crashing the process.

## Verification

- The regression test fails against unpatched `postgres@3.4.9` with the
exact CI signature (verified by running the same scenario against an
unpatched checkout) and passes with the patch.
- Full `packages/db` suite: 27 files / 101 tests pass.
- Spot-checked server suites that exercise the database through the
patched driver.

## Risks

- Low. The behavioral change activates only in a state that previously
crashed the process (write flush with no socket). Dropping the buffered
bytes matches what the connection's close path already promised callers:
every in-flight query has been settled with a connection error.
- The timer/chunk reset in `closed()`/`terminate()` prevents a
theoretical stale-handle hang after reconnect; on the normal path both
were already reset by `nextWrite`.
- The patch pins to `postgres@3.4.9`; a future driver upgrade will
surface the patch for re-evaluation (pnpm fails loudly on version
mismatch), and the guard can be dropped if the fix lands upstream.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use (driver source analysis, wire-protocol fake
server, local test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
2026-08-26 10:19:19 -07:00
Devin Foley ca02d2463a fix(ui): keep the installed service worker fresh on parked tabs (#12198)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The web UI registers a service worker (`/sw.js`) that caches the app
shell for an offline fallback.
> - Browsers only re-fetch a worker script on navigation or a ~24h
timer, and Paperclip is a parked-tab SPA: a tab can sit open for weeks
without one navigation.
> - An installed worker — and the shell it cached — can therefore keep
serving an old bundle long after a deploy, and the server let `sw.js`
inherit the generic 1h static TTL on top of that.
> - This pull request adds explicit update checks (tab-visible +
hourly), applies a discovered update with one reload while the tab is
hidden, and serves `sw.js` with `Cache-Control: no-cache`.
> - The benefit is that a deploy reaches every open tab within about an
hour, instead of some tabs silently running stale UI indefinitely.

## Linked Issues or Issue Description

Refs #11292 (the network-first `sw.js` fallback fix; this PR closes the
delivery gap that can keep clients pinned on a pre-#11292 worker).

**What happened?**

A browser that had an older cache-first worker installed kept rendering
a stale app shell — old feature set, old naming — while the server was
verified to be running the current release. Nothing on the client checks
for a new worker outside navigations, so a parked tab never picked up
the fixed worker, and `sw.js` was served with a 1h cache TTL that
further delayed update checks.

**Expected behavior**

Every open tab converges to the deployed bundle shortly after a release,
without users unregistering workers in DevTools or hard-reloading.

**Steps to reproduce**

Install a build's service worker, deploy a newer build, and leave the
tab parked (no navigation): the tab keeps running the old bundle
indefinitely; the worker update check only happens if the user
navigates, and even then a cached `sw.js` can answer it.

## What Changed

- New `ui/src/lib/service-worker-updates.ts`: registers `/sw.js`, runs
`registration.update()` when the tab becomes visible and on an hourly
timer, and on `controllerchange` of a previously-controlled page applies
the update with a single reload — only while the tab is hidden, so an
update never yanks the page mid-session; a takeover while visible defers
the reload to the next hidden transition. First-ever installs never
reload.
- `ui/src/main.tsx`: replaces the fire-and-forget `register()` with the
new module.
- New `server/src/static-ui-cache.ts` (`staticUiCacheControl`):
`index.html` and `sw.js` are served `Cache-Control: no-cache`; other
non-hashed statics keep the 1h default. `server/src/app.ts` uses it in
the static middleware.

## Verification

- `npx vitest run ui/src/lib/service-worker-updates.test.ts` — 8 tests:
registration, hidden-takeover reload (once), deferred reload on visible
takeover, no reload on first install, visibility-triggered and
timer-triggered update checks, cleanup, no-container no-op.
- `npx vitest run server/src/__tests__/static-ui-cache.test.ts` — 3
tests incl. the `sw.js.map` lookalike keeping the default TTL.
- `tsc -b` (ui) and `tsc --noEmit` (server) clean; `pnpm check:tokens`
clean.

## Risks

- Behavioral shift: tabs now reload once, while hidden, after a deploy
lands. Unsaved in-page state in a hidden tab is lost at that moment —
the same exposure as a browser discarding a background tab, which SPAs
must already tolerate.
- Self-hosted behavior is otherwise unchanged: same worker script, same
registration URL, one added conditional header.
- Low risk on the server side: the header change only widens
revalidation.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use and extended thinking.

## 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
2026-08-25 16:12:02 -07:00
Devin Foley 9c03443c48 feat: hideable company settings pages, with import floored on cloud-managed instances (#12199)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The app can run self-hosted or as a cloud-managed instance, where a
hosting platform provisions the instance with its company already
materialized (the existing `isCloudManagedInstance()` predicate and
`cloud_managed` floors)
> - The company Import/Export surface lets an operator materialize whole
companies from an export bundle; on a cloud-managed instance this
bypasses the existing `cloud_managed` company-creation floor and
conflicts with platform-owned provisioning
> - Importing should be disabled on cloud-managed instances, while
export stays open as the data-portability escape hatch
> - This pull request floors every import route with 403
`code=cloud_managed` on cloud-managed instances and hides the Import UI
there, using the existing predicate and the established floor pattern
> - It also extends the operator-hidden settings registry with keys for
every top-level company settings page, so a hosting operator can hide
any of them with `PAPERCLIP_HIDDEN_SETTINGS` alone next time
> - The benefit is one consistent managed-instance policy: cloud-managed
instances cannot import companies, self-hosted installs keep the full
import surface unchanged

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the enhancement
template.

**What existing behavior does this improve?**

The company import surface (`/api/companies/import*`,
`/api/companies/:companyId/imports/*`) and its UI entry points on
cloud-managed instances.

**Subsystem affected**

Server routes (`server/src/routes/companies.ts`) and UI navigation/pages
(settings sidebar, settings tabs, org chart, `/company/import` route).

**Current behavior**

A cloud-managed instance floors direct company creation (`POST
/api/companies` answers 403 `cloud_managed`), but the import routes
still accept company bundles, so an import can materialize companies the
hosting platform did not provision. The UI offers Import entry points
that lead to a surface that is not available on cloud-managed instances.

**Proposed behavior**

On instances where `isCloudManagedInstance()` is true, every import
route answers 403 `code=cloud_managed` before auth and body work, and
the Import UI (sidebar entry, settings tab, org-chart button,
`/company/import` route) is hidden or redirected. Export remains fully
available. Self-hosted instances are unchanged.

**Reason and benefit**

Cloud-managed instances keep one consistent provisioning authority, and
users do not see an Import surface that dead-ends in a 403.

## What Changed

- `server/src/routes/companies.ts`: a router-level floor mounted at the
`/import` and `/:companyId/imports` prefixes. It covers the single-shot
upload, preview, job polling, chunked transfer
declare/part-upload/status/preview/apply, and the agent-safe per-company
import routes. It throws `forbidden(..., { code: "cloud_managed" })` on
cloud-managed instances, or `403 settings_operator_managed` when the
operator hides `company.import` — both before auth and body validation,
mirroring the company-creation floor.
- `packages/shared/src/settings-visibility.ts`: new
`HIDEABLE_COMPANY_PAGES` registry group — `company.members`,
`company.invites`, `company.secrets`, `company.export`, `company.import`
— with a `hidesCompanyPage` helper. The company General page stays
non-hideable (settings root). `company.import` floors its API; the other
keys are UI-visibility only, as documented in the registry, so
membership/invite/secret/export APIs stay live for agents.
- `ui/src/components/CloudManagedPageGate.tsx` (new): route gate that
redirects cloud-managed instances to `/company/settings`, modeled on
`HiddenSettingsPageGate`.
- `ui/src/App.tsx`: wraps the `company/import` route in
`CloudManagedPageGate`.
- `ui/src/components/CompanySettingsSidebar.tsx`,
`ui/src/components/access/CompanySettingsNav.tsx`,
`ui/src/pages/OrgChart.tsx`: hide the Import entry points when
`useCloudInstance()` reports a managed instance, and honor the new
`company.*` hidden-settings keys for every company page entry (sidebar
item, tab, org-chart buttons).
- `ui/src/App.tsx`: `HiddenSettingsPageGate` route gates for the members
(incl. the legacy access route), invites, secrets, export, and import
pages under their `company.*` keys.
- `docs/deploy/environment-variables.md`: documents the new keys and
their semantics; the CLI and board-operator guides note that import is
unavailable on cloud-managed instances.
- Tests: new `server/src/__tests__/company-import-cloud-floor.test.ts`
and `ui/src/components/CloudManagedPageGate.test.tsx`, registry cases in
`packages/shared/src/settings-visibility.test.ts`, plus cloud and
hidden-key cases in the sidebar, settings-nav, and org-chart suites.

## Verification

- TypeScript typechecks pass for every workspace package (`tsc` in
shared, server, ui; the runner's Rust leg needs a local cargo toolchain
and is covered by CI).
- `pnpm test` on this branch fails only in 9 files that also fail on a
clean `origin/master` checkout on the same machine
(environment-dependent suites: live-listener probes,
workspace/native-runtime spawns, skill materialization). Zero
branch-only failures against that baseline; every suite touched by this
change passes.
- `server/src/__tests__/company-import-cloud-floor.test.ts` asserts:
every import route answers 403 `cloud_managed` under the server-token
signal; the managed-config signal alone also floors; every import route
answers 403 `settings_operator_managed` when `company.import` is hidden;
hiding other company pages leaves import open; the floor applies before
auth and body validation; export stays open on cloud-managed instances;
self-hosted import preview and job polling still work.
- `packages/shared/src/settings-visibility.test.ts` covers the new
`company.*` keys and `hidesCompanyPage`.
- UI suites assert the Import tab, sidebar entry, and org-chart button
disappear on a cloud-managed instance while Export stays, that
`/company/import` redirects through the gate, and that the `company.*`
keys hide their sidebar entries and tabs.

## Risks

- Low risk for self-hosted installs: the floor is inert unless a cloud
signal (`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` or
`PAPERCLIP_MANAGED_CONFIG`) is present, and the self-hosted paths are
regression-tested.
- On cloud-managed instances this is a deliberate behavioral removal:
import (including agent-driven safe imports and resumable transfers)
stops working the moment an instance runs this build. In-flight chunked
transfers on such instances cannot be applied afterward; they answer
403.
- CLI import commands against a cloud-managed instance now fail with the
`cloud_managed` error; the message names the reason.
- The new `company.*` keys change nothing unless an operator sets them:
`PAPERCLIP_HIDDEN_SETTINGS` unset keeps behavior identical, and older
images ignore unknown keys by design. The four non-import company keys
hide UI only; their APIs stay live, which the registry documents
explicitly.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use (code search, editing, local test
execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
2026-08-25 16:06:35 -07:00
Devin Foley a5c2add7be fix(adapter-utils): repair referenced-source ignore resolution type break and symlink descendant check (#12201)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Referenced projects are staged into run sandboxes, and a recent
change made each staging site resolve the project's Git-ignored paths
explicitly (`ignoreResolution` on `SandboxAdditionalSource`)
> - One test call site was left without the now-required property, so
`tsc` fails in adapter-utils and every Build/Typecheck CI job on master
is red (surfaced when the TypeScript 7 bump landed in the same window)
> - Separately, the new descendant check compares a logical caller path
against the physical toplevel git prints, so any symlinked path fails
ignore resolution spuriously — three of the suite's own tests fail on
macOS because temp dirs live under the `/var` → `/private/var` symlink
> - This pull request supplies the missing property at the test call
site and makes the descendant comparison symlink-safe via realpath on
both sides
> - The benefit is a green master again, plus referenced-project staging
that works from symlinked checkouts and temp directories

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the bug-report
template.

**What happened?**

`packages/adapter-utils` fails `tsc` on master:
`src/sandbox-managed-runtime.test.ts(2284,29): error TS2741: Property
'ignoreResolution' is missing in type '{ localPath: string; projectId:
string; }' but required in type 'SandboxAdditionalSource'.` Every
Build/Typecheck CI job is red. Independently,
`resolveReferencedSourceIgnore` returns `{ kind: "failed", reason:
"referenced project path is not a descendant of its own Git top level:
/var/... under /private/var/..." }` for any symlinked project path, and
three tests in the suite fail on macOS.

**Expected behavior**

Master typechecks. A referenced project whose path reaches git through a
symlink (macOS temp dirs, symlinked checkouts) resolves its ignore set
normally, and the descendant check still fails closed for genuinely
foreign paths.

**Steps to reproduce**

1. `pnpm --filter @paperclipai/adapter-utils exec tsc --noEmit` on
master — TS2741 at `sandbox-managed-runtime.test.ts:2284`.
2. On macOS: `pnpm vitest run
packages/adapter-utils/src/sandbox-managed-runtime.test.ts` — three
`resolveReferencedSourceIgnore` tests fail with the "not a descendant"
reason above.

**Paperclip version or commit**

master `29d12045f`.

## What Changed

- `sandbox-managed-runtime.test.ts:2284`: the one call site missing
`ignoreResolution` now passes `{ kind: "other" }`, matching every
sibling call site from the same change.
- `sandbox-managed-runtime.ts`: `resolveReferencedSourceIgnore` resolves
both the git toplevel and the caller's `localPath` through a new
`physicalPath` helper (realpath with a resolve fallback) before the
descendant comparison. Git prints physical toplevels, so both sides must
be physical; the fallback keeps the check failing closed when a path
vanishes mid-run.

## Verification

- `pnpm vitest run
packages/adapter-utils/src/sandbox-managed-runtime.test.ts` — 61/61 pass
on macOS (previously 58 passing, 3 failing, plus the typecheck break).
- `tsc --noEmit` in `packages/adapter-utils` is clean.

## Risks

- Low. The behavioral change is confined to path normalization before an
existing comparison; a realpath failure falls back to the prior string
comparison, so the fail-closed property is preserved.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use (code search, editing, local test
execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
2026-08-25 15:48:24 -07:00
Devin Foley 9fc2f594ae feat(ui): dashboard banner for paused imported agents with Resume all (#12142)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import parks every imported agent as a safety default
> - The only surface that offered to activate them was the post-import
checklist, which is UI-only and gone after a reload or an expired import
job
> - A company whose agents are all paused looks broken: tasks sit still
and the dashboard gives no explanation or fix
> - This pull request adds a dashboard banner for import-paused agents
with a one-click Resume all, and a generic banner when every agent is
paused
> - The benefit is a durable, reload-proof place to understand and fix
the parked state

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The company dashboard for a company whose agents are paused, in
particular after a company import.

**Subsystem affected**

Web UI — dashboard (`ui/src/pages/Dashboard.tsx`).

**Current behavior**

Imported agents arrive paused. The activation checklist on the import
page is the only activation surface and is lost on reload. The dashboard
shows paused counts in a metric card but no explanation and no action.
Tasks assigned to the paused agents never start.

**Proposed behavior**

When any agent carries the `import` pause reason, the dashboard shows a
warning banner ("N imported agents are paused and will not run") with a
**Resume all** action. It resumes each parked agent sequentially,
tolerates per-agent failures, and refreshes so the banner reflects
whatever remains paused. When no import pauses exist but every agent in
the company is paused, a generic all-paused banner links to the agents
page.

**Breaking changes**

None. Depends on the `import` pause reason introduced in #12140 (this
branch is stacked on it).

## What Changed

- New exported helper `derivePausedAgentBanner(agents)` deciding between
the imported banner, the all-paused banner, or none.
- Dashboard renders the banners via the shared `InlineBanner`, with a
sequential `agentsApi.resume` mutation for Resume all and query
invalidation for the agent list and dashboard stats.

## Verification

- `cd ui && npx vitest run src/pages/Dashboard.test.ts` — 4 tests pass
(no agents, imported preference, all-paused fallback, mixed-state null).
- `cd ui && pnpm run typecheck` — clean.
- Manual: import a company package with paused agents, open its
dashboard, click Resume all, and watch the banner clear as agents go
idle.

## Risks

- Low risk. Resume all reuses `POST /agents/:id/resume` with its
existing guards, sequentially, matching the import page's activation
checklist pattern. At current import sizes (tens of agents) this is
fast; a server-side bulk endpoint is the follow-up if imports grow to
hundreds of agents.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 14:09:54 -07:00
Devin Foley 243430f76e feat: agents see the company skill library at runtime (#12147)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent's runtime mounts only its own enabled skills; nothing tells
the model what else the company skill library holds
> - From inside a sandbox, "installed but not enabled for me" and "does
not exist" look identical, so agents tell users freshly installed skills
are not installed
> - This pull request renders the library as a deterministic markdown
section appended to claude-local agent instructions, and adds a
paperclipListSkills MCP tool
> - The benefit is that agents report the true state ("installed, not
enabled for me — ask an operator to enable it") instead of a false
negative

## Linked Issues or Issue Description

**What existing behavior does this improve?**

How agents reason about the company skill library at runtime.

**Subsystem affected**

`packages/adapter-utils` (new pure builder),
`packages/adapters/claude-local` (instructions append),
`packages/mcp-server` (new tool).

**Current behavior**

The runtime hands adapters the full library list, but only the agent's
enabled skills are mounted, and no prompt content or MCP tool describes
the rest. Agents inspect their sandbox, find nothing, and report
installed skills as not installed.

**Proposed behavior**

A "Company skill library" markdown section lists every skill as
`enabled`, `installed, not enabled for you`, or `enabled but
unavailable: <cause>`, with instructions to report the not-enabled state
accurately and ask an operator to enable it. claude-local appends it to
the agent instructions text. A `paperclipListSkills` MCP tool exposes
the same list on demand.

**Breaking changes**

None. Other adapters are untouched (they can adopt the builder later);
the manifest is deterministic, so the claude-local prompt-bundle cache
only busts when the library actually changes.

## What Changed

- New `packages/adapter-utils/src/skill-library-manifest.ts` with
`buildSkillLibraryManifestMarkdown` (pure, key-sorted, deterministic;
renders the missing-cause detail from #12146).
- `packages/adapters/claude-local/src/server/execute.ts` appends the
manifest to `combinedInstructionsContents` (creating it when no
instructions file is configured).
- `packages/mcp-server/src/tools.ts` adds `paperclipListSkills` hitting
`GET /companies/:companyId/skills`.

## Verification

- `npx vitest run
packages/adapter-utils/src/skill-library-manifest.test.ts` (from repo
root) — 3 tests: byte-identical output for shuffled input, state
rendering incl. the unavailable cause, change detection.
- `cd packages/mcp-server && npx vitest run` — new tool routing test
passes (13 passed; 1 pre-existing failure on my machine reproduces
unchanged at the branch base).
- `cd packages/adapters/claude-local && npx vitest run` — 244 passed, 1
skipped.
- `pnpm run typecheck` clean in adapter-utils, mcp-server, claude-local.

## Risks

- Prompt growth is one line per installed skill plus a five-line header
— bounded and only present when the library is non-empty. Stacked on
#12146 so the manifest's "enabled but unavailable" state reflects real
materialization failures.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 14:01:52 -07:00
Devin Foley 79b464bf9d fix(server): surface skill materialization failures instead of dropping the skill (#12146)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Runtime skill listing materializes each company skill's files before
handing them to the agent's adapter
> - A materialization failure was swallowed with catch-to-null, and the
skill silently vanished from the runtime while the library still showed
it installed
> - Operators saw "installed", agents saw nothing, and nobody saw the
cause; on claude-local a missing desired skill could even crash the
prompt-bundle hasher
> - This pull request turns both failure paths into structured "missing"
entries with the real error and makes every adapter skip unmountable
entries explicitly
> - The benefit is that a broken skill shows up as broken, with its
cause, instead of not existing

## Linked Issues or Issue Description

**What happened?**

A company skill whose runtime files fail to materialize (deleted source,
missing stored SKILL.md copy, failed version snapshot) disappears from
`listRuntimeSkillEntries` with no trace. Agent skill snapshots report a
generic "not available" with no cause. On claude-local, a desired skill
whose source path does not exist reaches the prompt-bundle hasher, whose
`fs.lstat` throws and can fail the whole run.

**Expected behavior**

The skill appears with `sourceStatus: "missing"` and a `missingDetail`
carrying the underlying error, snapshots and the UI show it as broken,
and adapters skip it at mount time with a logged warning instead of
crashing or dangling-symlinking.

**Steps to reproduce**

Install a local-path skill referenced by an agent, delete its source
directory contents so the stored SKILL.md copy cannot be recovered, and
start a run: before this change the skill vanishes from the runtime set
silently; on claude-local a pinned-but-unmaterializable version can fail
bundle preparation.

## What Changed

- `server/src/services/company-skills.ts` `resolveRuntimeSkillSource`:
both `.catch(() => null)` sites (version snapshot, runtime
materialization) now return the structured `{status: "missing", source,
detail}` shape the deliberate missing branch already used, with the
underlying error message in `detail`.
- `packages/adapter-utils/src/server-utils.ts`:
`isPaperclipSkillSourceMissing` is exported with a doc comment.
- `packages/adapters/claude-local/src/server/execute.ts`: missing
desired skills are filtered out of the prompt bundle and each one logs a
`[paperclip] Warning` with its detail to the run output.
- `cursor-local`, `gemini-local`, `kimi-local`, `opencode-local`,
`pi-local` `execute.ts`: mount loops (and the cursor/gemini injection
calls) skip missing entries instead of symlinking a nonexistent path.

## Verification

- `cd server && npx vitest run
src/__tests__/company-skills-service.test.ts` — new test pins the
missing-with-cause entry for a failed materialization. Nine pre-existing
project-workspace tests in this file fail on my machine at clean
`master` too (environment-specific); their count is unchanged by this
PR.
- `cd server && npx vitest run
src/__tests__/heartbeat-runtime-skills.test.ts
src/__tests__/claude-local-skill-sync.test.ts
src/__tests__/cursor-local-skill-sync.test.ts
src/__tests__/cursor-local-skill-injection.test.ts
src/__tests__/gemini-local-skill-sync.test.ts` — 12 tests pass.
- `cd packages/adapters/claude-local && npx vitest run` — 244 passed, 1
skipped.
- `pnpm run typecheck` clean in server, adapter-utils, and all six
touched adapters.

## Risks

- Runtime skill entry lists grow by the previously dropped entries (now
flagged missing). All shipped consumers either intersect with desired
sets, already handle `sourceStatus: "missing"`, or now skip missing
entries at mount time. The snapshot layer already understood the missing
shape via the `materializeMissing: false` path, so downstream contracts
are unchanged.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:57 -07:00
Devin Foley 18b6c788d5 feat(server): de-duplicate imported company names (#12145)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Importing a company package as a new company takes the company name
from the package manifest
> - Repeat imports of the same package therefore create several
identically named companies, distinguishable only by issue prefix
> - Users cannot tell which import they are looking at, which feeds the
"my import disappeared" loop of importing again
> - This pull request suffixes manifest-derived names with " (2)", "
(3)", … on collision, while honoring explicitly typed names verbatim
> - The benefit is that every imported company has a recognizable name

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Naming of companies created by the company package import.

**Subsystem affected**

Server — company import (`server/src/services/company-portability.ts`).

**Current behavior**

The new-company branch uses `newCompanyName ?? manifest name ??
"Imported Company"` with no de-duplication. Only the issue prefix is
unique. Three imports of the same package yield three companies with the
same name.

**Proposed behavior**

When the name comes from the manifest (no explicit `newCompanyName`),
the import checks existing company names case-insensitively and appends
the first free " (N)" suffix. Explicit names remain honored verbatim.
Name exhaustion (thousands of collisions) falls back to the base name
rather than failing the import, since names carry no uniqueness
invariant.

**Breaking changes**

None. Only the default name of newly imported companies changes, and
only on collision.

## What Changed

- New exported pure helper `dedupeImportedCompanyName(baseName,
existingNames)`.
- The new-company branch resolves the name through it when no explicit
name was provided, reading existing names via `companyService.list()`.

## Verification

- `cd server && npx vitest run
src/__tests__/company-portability.test.ts` — 87 tests pass (new: pure
helper cases and two `importBundle` tests for the suffixed manifest name
and the honored explicit name).
- `cd server && npx vitest run
src/__tests__/company-portability-routes.test.ts
src/__tests__/company-portability-import-batching.test.ts` — 44 passed,
1 skipped (pre-existing skip).
- `cd server && pnpm run typecheck` — clean.

## Risks

- Low risk. The check-then-create has a theoretical race with a
concurrent import, but names have no unique constraint — the worst case
is today's behavior (a duplicate name). Issue-prefix uniqueness is
untouched.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:54 -07:00
Devin Foley fcb84d472d feat: already-imported transfer error names the landed company (#12144)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chunked company-import transfers are deduplicated by content: a
byte-identical zip that already finished an apply is rejected
> - The rejection said only "this exact package was already imported by
a completed transfer" without saying where that import went
> - Users who could not find the earlier import read the rejection as
data loss and kept retrying, or exported again and created duplicate
companies
> - This pull request makes the declaration response carry the company
the completed apply created, and both clients name it in the error
> - The benefit is that the dedupe rejection now points at the existing
import instead of implying it vanished

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `alreadyCompleted` rejection when re-declaring a chunked
company-import transfer.

**Subsystem affected**

Shared transfer contract
(`packages/shared/src/company-import-transfer.ts`), transfer declaration
route (`server/src/routes/companies.ts`), web import page, CLI import
command.

**Current behavior**

`POST /api/companies/import/transfers` returns `alreadyCompleted: true`
with no pointer to the earlier import. Web and CLI raise "This exact
package was already imported by a completed transfer. Re-export the
package to import it again."

**Proposed behavior**

The response includes an optional `company` field (`{id, name,
issuePrefix} | null`) resolved from the completed run's company link.
Web and CLI raise a shared message: `… It created the company
"Paperclip" (PAPA) — open it from the company switcher. Re-export the
package to import it again.` A company that was deleted since (or a link
that was never written) degrades to `null` and the original message.

**Breaking changes**

None. The new response field is optional; old clients ignore it.

## What Changed

- `CompanyImportTransferCreated` gains optional `company`, plus a shared
`buildAlreadyImportedMessage` used by both clients.
- The declaration route's `alreadyCompleted` branch resolves the landed
company null-safely via `companyService.getById`.
- Web (`ui/src/pages/CompanyImport.tsx`) and CLI
(`cli/src/commands/client/company.ts`) raise the shared message.

## Verification

- `cd packages/shared && npx vitest run
src/company-import-transfer.test.ts` — 3 tests (named company, id
fallback, no-company original message).
- `cd server && npx vitest run
src/__tests__/company-import-transfer-routes.test.ts` — 24 tests; the
re-declaration test now asserts the company payload and the
deleted-company null path.
- `cd cli && npx vitest run
src/__tests__/company-import-transfer.test.ts` — 17 tests; new test pins
the named-company message.
- `cd ui && npx vitest run src/pages/CompanyImport.test.tsx` — 23 tests.
- `pnpm run typecheck` clean in shared, server, ui, cli.

## Risks

- Low risk. The lookup runs only on the `alreadyCompleted` branch and is
null-safe; the transfer run is already scoped to the requesting actor
(user + instance context in the actor key), so the response never names
a company the caller did not import.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:50 -07:00
Devin Foley 868e210a95 feat(ui): post-import landing CTAs on every outcome branch (#12143)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import ends on one of two success screens: the full outcome,
or a soft-success panel when the job's in-memory result expired before
it could be read
> - The soft-success panel named no company and offered no way in, and
the full outcome never said that paused agents stay resumable after
leaving the page
> - Users on the soft-success path concluded the import vanished and ran
it again, producing duplicate companies
> - This pull request gives every success branch a named landing with a
direct CTA into the new company and a pointer to the paused-agents
banner
> - The benefit is that a finished import always lands the user
somewhere actionable

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The outcome screens of the company import page.

**Subsystem affected**

Web UI — company import (`ui/src/pages/CompanyImport.tsx`).

**Current behavior**

The expired-job branch renders two sentences ("the company has been
added — open it to view it") with no company name and no link. The
full-outcome screen shows the activation checklist but does not say the
checklist's resume actions remain available on the dashboard, so users
treat the page as their only chance.

**Proposed behavior**

The expired branch keeps the landed company's name and dashboard path
when readable, renders an "Open company dashboard" button, and notes
that imported agents arrive paused and can be resumed from the dashboard
banner. When the company is unreadable it gives explicit switcher
guidance instead. The full-outcome screen states that paused items stay
resumable from the dashboard.

**Breaking changes**

None. Pure UI copy/state additions to an existing page.

## What Changed

- The `expired` import outcome now carries `companyName` and
`dashboardPath`, captured from the already-fetched company in
`onSuccess`.
- The expired panel renders the company name, a dashboard CTA
(`data-testid="import-expired-open-company"`), the paused-agents
pointer, and a switcher fallback.
- The full-outcome screen adds a line noting the dashboard offers the
same resume actions as the activation checklist.

## Verification

- `cd ui && npx vitest run src/pages/CompanyImport.test.tsx` — 24 tests
pass; the soft-success test now asserts the name, pointer, and CTA, and
a new test covers the unreadable-company fallback.
- `cd ui && pnpm run typecheck` — clean.

## Risks

- Low risk. The dashboard pointer references the paused-agents banner
shipping in #12142; until that merges the sentence still points at the
dashboard, where paused agents are already visible in the metric card.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:46 -07:00
Devin Foley 11f6c754c9 feat: dedicated import pause reason with visible paused-assignee notices (#12140)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import parks every imported agent as a safety default, and
issue assignment wakes are dropped for paused agents
> - The pause was recorded as the generic reason "system" and was almost
invisible: the chat-style task thread showed nothing, the legacy notice
had no action, and the new-task dialog gave no hint
> - Users assigned tasks in an imported company, nothing ran, and there
was no explanation — the imported company looked broken
> - This pull request records a dedicated "import" pause reason and
makes the paused state visible and fixable where the user is looking
> - The benefit is that a silent no-op becomes an explained state with a
one-click resume

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Working with a company whose agents arrived paused from a company
import.

**Subsystem affected**

Shared constants (`PAUSE_REASONS`), company import service
(`server/src/services/company-portability.ts`), task thread and new-task
dialog UI.

**Current behavior**

Imported agents get `pauseReason: "system"`, the same value
plugin-managed and built-in agent pauses use. Assigning an issue to a
paused agent silently drops the wake. The chat-style task thread renders
no paused notice; the legacy thread's notice says "It was paused by the
system." with no action and only renders when the composer is shown.

**Proposed behavior**

Import writes `pauseReason: "import"`. The paused-assignee notice
explains the import pause, offers an inline "Resume agent" button
(suppressed for budget pauses, which clear on their own), and renders
for read-only viewers. The chat-style task thread shows the same notice
above the composer. The new-task dialog warns when the selected assignee
is paused.

**Breaking changes**

None. `PAUSE_REASONS` is widened, not changed; the column already stores
free-text values in other paths, and every consumer is an equality check
with a manual fallback, so an older client shows the generic fallback
copy for the new value.

## What Changed

- `packages/shared/src/constants.ts`: `"import"` added to
`PAUSE_REASONS`.
- `server/src/services/company-portability.ts`: the import pause patch
writes `pauseReason: "import"`.
- `ui/src/components/IssueChatThread.tsx`: `IssueAssigneePausedNotice`
gains import copy, a Resume button, test ids, and is exported; it now
renders even when the composer is hidden. New `onResumeAssignee` /
`resumeAssigneePending` props.
- `ui/src/components/TaskChatThread.tsx`: renders the paused-assignee
notice above the composer dock (the chat-style thread previously had no
paused surface at all).
- `ui/src/pages/IssueDetail.tsx`: wires a resume mutation
(`agentsApi.resume`) through both thread variants and invalidates the
company agent list.
- `ui/src/components/NewIssueDialog.tsx`: inline note when the chosen
assignee is paused, with import-specific copy.

## Verification

- `cd server && npx vitest run
src/__tests__/company-portability.test.ts` — 82 tests pass (pause pin
updated to `"import"`).
- `cd ui && npx vitest run src/components/IssueChatThread.test.tsx
src/components/NewIssueDialog.test.tsx
src/components/TaskChatThread.test.tsx` — 120 tests pass (new: notice
copy per reason, resume click, budget suppression, active-agent null
render, dialog note).
- `pnpm run typecheck` in `packages/shared`, `server`, and `ui` — clean.

## Risks

- Low risk. The resume action calls the existing `POST
/agents/:id/resume` route with its existing guards. Existing rows keep
`"system"` and fall back to the current generic copy; only new imports
write `"import"`.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:42 -07:00
Devin Foley 5af49cb477 feat(server): CEO agents get the core paperclip skills by default (#12138)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each agent's runtime only receives skills listed in its own
desired-skill set; the company library alone does nothing for an agent
> - Every CEO creation path (first-run wizard hire, New Agent
first-agent flow, cloud onboarding seed) creates the CEO with an empty
desired-skill set
> - The default CEO instructions tell the agent to use the core
paperclip skills, so a fresh CEO contradicts its own instructions and
reports its toolkit as "not installed"
> - This pull request unions the core skill keys into every
skills-capable CEO hire/create and into the onboarding-seeded CEO's
adapter config
> - The benefit is that a new CEO can actually do what its instructions
describe, and stops telling users that installed skills do not exist

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Creating the first lead agent (role `ceo`) via hire, create, or the
cloud onboarding seed.

**Subsystem affected**

Server — agent hire/create routes (`server/src/routes/agents.ts`),
onboarding seed (`server/src/services/onboarding-seed.ts`), company
skills service constant (`server/src/services/company-skills.ts`).

**Current behavior**

A CEO created by the wizard, the New Agent page, or the onboarding seed
has no `paperclipSkillSync` block. Its runtime mounts zero skills. Its
default instructions (`server/src/onboarding-assets/ceo/AGENTS.md`,
`HEARTBEAT.md`) tell it to use `paperclip-create-agent`,
`para-memory-files`, and the paperclip coordination skill. The agent
then reports these skills as not installed.

**Proposed behavior**

When the new agent's role is `ceo` and its adapter supports skill sync,
the hire and create routes union the five bundled
`paperclipai/paperclip/*` skill keys into the requested desired-skill
set. The onboarding seed writes the same preference into the seeded
CEO's adapter config. Explicit requests win over defaults for the same
key. Non-CEO agents are unchanged. Any default stays removable through
`POST /agents/:id/skills/sync`.

**Breaking changes**

None. The default is additive, applies only to role `ceo` on
skills-capable adapters, and the bundled skills are guaranteed present
in every company library by `ensureSkillInventoryCurrent`.

## What Changed

- New exported constant `PAPERCLIP_CORE_SKILL_KEYS` in
`server/src/services/company-skills.ts` (the five bundled
`paperclipai/paperclip/*` keys).
- `defaultRoleSkillSelections` + `withDefaultRoleSkillSelections`
helpers in `server/src/routes/agents.ts`, applied in both the hire and
create routes before `resolveDesiredSkillAssignment(..., "add")`.
- `server/src/services/onboarding-seed.ts` builds the seeded CEO's
adapter config with `writePaperclipSkillSyncPreference` instead of `{}`
when the seeded adapter supports skills.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-skills-routes.test.ts` — 32 tests pass (three new:
CEO default set, union with a requested skill, non-CEO untouched).
- `cd server && npx vitest run
src/__tests__/onboarding-seed-route.test.ts` — 14 tests pass (seeded CEO
adapter config assertion added).
- `cd server && npx vitest run
src/__tests__/agent-permissions-routes.test.ts` — 54 tests pass.
- `cd server && pnpm run typecheck` — clean.

## Risks

- Existing CEOs are not modified; only newly created ones get the
defaults. An operator who wants a minimal CEO can remove the skills
after creation with the skills sync (mode `remove`), and that removal
sticks. Adapters without skill support are skipped, so the change is
inert there.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:39 -07:00
Devin Foley d2b9765cc8 feat(ui): offer enabling a skill for agents at install time (#12136)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The company skill library lets operators install skills, and each
agent has its own enabled-skill set
> - Installing a skill only writes the library row; no agent receives
the skill, and the UI says "Skill installed" with no attach step
> - Operators install a skill, ask an agent to use it, and the agent
truthfully reports the skill as not available — the install felt broken
> - This pull request adds an "Enable for agents" step to the install
dialog and enables the skill for the selected agents right after install
> - The benefit is that "install" defaults to a state where agents can
actually use the skill, and the toast is honest when they cannot

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Installing a skill from the catalog in the company Skills page.

**Subsystem affected**

Web UI — company skills catalog install flow
(`ui/src/pages/CompanySkills.tsx`).

**Current behavior**

Install writes a `company_skills` row and shows a "Skill installed"
toast. No agent is enabled for the skill. Agents resolve their skills
from their own desired-skill set, so they report the skill as not
installed. The operator has to find the separate "Add to agent" control
to make the install effective.

**Proposed behavior**

The install dialog shows an "Enable for agents" section for fresh
installs. It pre-selects every agent whose adapter supports skills.
After install, the page enables the skill for each selected agent
(skills sync with mode `add`). The success toast reports how many agents
received the skill, and warns when the skill is in the library with no
agents enabled.

**Breaking changes**

None. Updates and replacements of an existing skill do not show the new
section and behave as before.

## What Changed

- `InstallPreviewDialog` gains an "Enable for agents" section (fresh
installs only) built on the existing `AgentMultiSelect`, with agents
whose adapter lacks skills support disabled.
- New exported helper `defaultInstallAgentSelection` pre-selects every
skills-capable, non-required agent.
- The install mutation enables the skill for each selected agent via
`agentsApi.syncSkills(..., "add")` before invalidating queries, and
reports per-agent failures in a warning toast without failing the
install.
- Toast copy now distinguishes "enabled for N agents" from "in the
library but not enabled for any agent yet".

## Verification

- `cd ui && npx vitest run src/pages/CompanySkills.test.tsx` — 23 tests
pass, including three new ones: default-selection helper, confirm
payload carries the pre-selected agents, update/replace path skips the
section.
- `cd ui && pnpm run typecheck` — clean.
- Manual: install a catalog skill with two agents in the company; both
are pre-selected; after install the skill page lists both under "Used by
agents".

## Risks

- Low risk. Enablement uses the existing per-agent skills sync route
with mode `add`, so concurrent edits to an agent's desired set are not
overwritten. A per-agent sync failure surfaces as a warning toast and
never fails the install itself.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:35 -07:00
Devin Foley 8d714c2d84 fix(cli): skip the foreground-start prompt after the service starts (#12153)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The CLI onboarding wizard can install Paperclip as a background
service, and it offers a foreground start when nothing else will serve
> - After #12148, an interactive onboard installs and starts the
service, then still asks "Start Paperclip now?"
> - Answering yes runs the foreground start into the already-running
instance guard, so a fully successful onboard ends with an error message
> - This pull request excludes the just-installed-service case from the
foreground-start prompt
> - The benefit is that an interactive onboard that installs the service
ends cleanly instead of steering the user into a guard refusal

## Linked Issues or Issue Description

Refs #12148 — found while verifying that fix interactively. The
`shouldRunNow` flag already accounts for `serviceInstalled`, but the
interactive TTY fallback prompt did not, so only real interactive runs
hit it: `--yes` runs, CI, and container smokes all skip the prompt
branch.

**What happened?**

Interactive `onboard`, accept the background-service prompt. Output ends
with: service installed and started, then "Start Paperclip now?" → yes →
"Paperclip instance 'default' is already running as
ing.paperclip.paperclipai. Use 'paperclipai service status --instance
default' or pass --force to bypass this safety check."

**What did you expect to happen?**

Onboarding ends cleanly after "Installed and started …" — there is
nothing left to start, so no prompt.

**Steps to reproduce**

Run `npx paperclipai@2026.825.0-nightly.1 onboard --data-dir "$(mktemp
-d)"` in a terminal, accept the service prompt, then accept "Start
Paperclip now?".

## What Changed

- New `shouldOfferForegroundStart` predicate in
`cli/src/onboard-service.ts`: the foreground-start prompt is offered
only when the start was not already decided by flags, the service was
not just installed, onboarding was not invoked by `run`, and the
terminal is interactive.
- Both onboarding call sites in `cli/src/commands/onboard.ts` use the
predicate instead of the inline condition that ignored
`serviceInstalled`.
- Unit tests cover the predicate matrix in
`cli/src/__tests__/onboard-service.test.ts`.

## Verification

- `npx vitest run src/__tests__/onboard-service.test.ts` in `cli/`: 12
passed (5 new).
- `tsc --noEmit` reports no errors in the changed files (remaining
errors are pre-existing in `server/`).
- Manual reproduction of the defect on macOS with `2026.825.0-nightly.1`
before the fix: service installed, started, and healthy, then the prompt
steered into the guard refusal.

## Risks

- Low risk. The prompt still appears in every case it did before except
when the service was just installed and is already serving.
- No behavior change for `--yes`, `--run`, `--install-service` in
non-interactive runs: those paths never reached the prompt.

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 01:06:20 -07:00
Devin Foley 0a01444514 test(release-smoke): cover the background-service leg of onboarding (#12151)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release pipeline gates each nightly and beta on a smoke suite
that onboards the published npm artifact and drives the golden path
> - That smoke runs onboarding inside a Docker container, and containers
have no service manager, so the background-service leg of onboarding has
zero automated coverage
> - v2026.824.0 shipped a service install that crash-looped on a missing
shim, and every smoke check stayed green (#12148 fixed the defect
itself)
> - This pull request adds a `smoke_service` job that runs the same
published artifact directly on the runner VM's systemd and requires the
installed service to end up serving
> - The benefit is that a release with a broken service install can no
longer pass the release smoke suite

## Linked Issues or Issue Description

Refs #12148 — the fix for the defect this coverage gap let through. The
gap: the release smoke runs `onboard` with `--yes` inside Docker, which
both skips the service prompt and lacks systemd, so no CI job ever
executed `manager.install()` against a real service manager.

## What Changed

- New `scripts/service-onboard-smoke.sh`: onboards the published
artifact with `--yes --install-service` on a systemd host, then fails
unless the managed shim exists and is executable, `paperclipai.service`
is active, and `/api/health` answers. A health response while the unit
is not active also fails, because that is the signature of something
other than the service serving. The script refuses to run over an
existing managed install unless `SMOKE_FORCE=true`, and cleans up after
itself by default so it is safe to run locally.
- New `smoke_service` job in `.github/workflows/release-smoke.yml`:
starts a user systemd session on the hosted runner (`loginctl
enable-linger` + exported `XDG_RUNTIME_DIR`/`DBUS_SESSION_BUS_ADDRESS`),
runs the script against `inputs.paperclip_version`, and uploads
`systemctl status` + journal output as diagnostics.
- No `release.yml` changes needed: `smoke_nightly` and `smoke_beta` call
this reusable workflow, and a `workflow_call` result aggregates all
jobs, so the new job gates nightly promotion automatically.

## Verification

- `bash -n scripts/service-onboard-smoke.sh` passes and the workflow
YAML parses.
- End-to-end: dispatched this branch's Release Smoke workflow against
the published canary that contains #12148; the `smoke_service` job
onboards, installs the service, and verifies the service serves health.
(Run link in PR comments.)
- Negative case: the same assertions fail against v2026.824.0 —
reproduced in a systemd container during the #12148 investigation: shim
missing, unit in a 203/EXEC restart loop.

## Risks

- Low risk to the product: no application code changes.
- Pipeline risk: a flaky user-session setup on the hosted runner would
block nightly promotion. Mitigated by validating the job end-to-end from
this branch before merge, a 30-minute job timeout, and diagnostics
uploaded on every run.
- The service leg only covers systemd. launchd (macOS) still has no CI
coverage; a macOS runner job is a possible follow-up.

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 01:05:27 -07:00
Devin Foley faad235aa2 fix(cli): materialize the managed install before the onboarding service install (#12148)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Interactive onboarding offers to install Paperclip as a background
service, defaulting to yes
> - The service definition targets the managed command shim, but an
ephemeral npx run never installs it, and the service step never checks
> - The result is a crash-looping service, a doctor hint about a
nonexistent port conflict, and a first run that ends with nothing
serving
> - This pull request materializes the managed install before
registering the service, or declines with the repair path
> - The benefit is that saying yes to the service prompt yields a
working service — or an honest explanation

## Linked Issues or Issue Description

**What happened?**

On a machine with no managed install, `npx paperclipai@2026.824.0
onboard` (interactive), accepting the background-service prompt,
produced: a LaunchAgent pointing at `~/.local/bin/paperclipai` (which
does not exist), launchd exit code 78 in a KeepAlive crash loop, doctor
reporting "inactive but the configured port is serving another Paperclip
process — stop the conflicting foreground process" (no such process
existed), and "Service health: fetch failed". Reproduced twice on a
clean field. `latest` has carried this path since v2026.817.0 shipped;
CI never sees it because `--yes` onboarding skips the service prompt.

**Expected behavior**

Accepting the service prompt installs a working service (materializing
the managed payload and shim first when needed), and doctor diagnoses a
missing service binary as exactly that.

**Steps to reproduce**

On macOS with no `~/.local/bin/paperclipai`: `npx paperclipai@latest
onboard`, accept the service prompt, then `launchctl print
gui/$UID/ing.paperclip.paperclipai` (exit code 78, spawn scheduled) and
`paperclipai doctor`.

**Paperclip version or commit**

`2026.824.0` (path present since #10045).

## What Changed

- `cli/src/onboard-service.ts`: after the user opts in, an
`ensureServiceShim` step checks the service shim path. Missing +
managed-store location → run `installCommand` pinned to the onboarding
version (payload, shim, PATH block), then proceed. Missing + custom
`PAPERCLIP_SHIM_PATH`, or install failure → decline with `paperclipai
install` / `paperclipai service install` guidance and install nothing.
- `cli/src/checks/service-health-check.ts`: the runtime check diagnoses
a missing service binary with the install repair hint (instead of the
port-conflict hint); an inactive service with a healthy responder gets a
`warn` attributing the foreign process instead of a plain "Healthy"
pass.
- Tests: new cases for shim materialization ordering,
decline-on-failure, missing-binary diagnosis, and foreign-responder
attribution; existing fixtures updated to inject the new dependencies.

## Verification

- `vitest run` on both touched suites: 15 pass.
- `tsc --noEmit` error count identical to the master baseline (16
pre-existing, all in `server/`, none in changed files).
- The live failure was reproduced on macOS before the fix (twice, clean
field) and the mechanism confirmed in source: `install()` writes the
definition and bootstraps launchd only; `install-store` was previously
reachable solely from the `install`/`update` commands.

## Risks

- Low: the new path runs only when the user opts into the service and
the shim is absent. The managed install resolves the pinned onboarding
version from the public registry; on failure the flow declines exactly
as it does on unsupported platforms. `--yes` quickstarts, Docker, and
managed installs are untouched.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-24 23:30:54 -07:00
Devin Foleyandgithub-actions[bot] fa40a1b8d5 docs(release): canonicalize stable notes for v2026.824.0 (#12139)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable notes are drafted beta-keyed during the soak and published
verbatim as the GitHub Release
> - After the stable ships, the canonicalize job moves the file to its
durable home, releases/vYYYY.MDD.P.md
> - v2026.824.0 just shipped from the master-side beta notes, and the
job pushed this rename branch
> - This pull request lands that rename, keeping the stable-notes record
complete at the canonical path
> - The benefit is one canonical notes location per stable, with the
pinned shipped content

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `releases/` record on master after the v2026.824.0 promotion.

**Current behavior**

The shipped notes live at `releases/beta/v2026.818.0-beta.1.md`;
`releases/v2026.824.0.md` does not exist.

**Proposed behavior**

The file moves to `releases/v2026.824.0.md`, content pinned to the
revision the release read (machine-generated by the
`canonicalize_stable_notes` job).

**Reason and benefit**

The durable stable-notes invariant holds: every shipped stable has its
notes at `releases/vYYYY.MDD.P.md`.

## What Changed

- `git mv`-equivalent rename of the beta-keyed notes to
`releases/v2026.824.0.md`, exactly as the release published them.

## Verification

- Branch pushed by the release run's `canonicalize_stable_notes` job
(run 32806191945) from the preflight-pinned notes revision; the GitHub
Release v2026.824.0 body matches this content.

## Risks

- None; docs-only rename.

## Model Used

Claude Fable 5 (Claude Code) — PR opened for the machine-pushed branch;
a GITHUB_TOKEN-created PR would not run required checks.

## Pre-submission 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

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2026-08-24 21:37:17 -07:00
Devin Foley 14867bd186 test(release-smoke): follow the mission-less onboarding reorder (#12135)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The nightly release lane publishes only after the release smoke
suite passes against the newest canary
> - Onboarding was reordered: step 1 now creates the company and routes
straight to the agent step, and the mission step is gone (collected
later in the tenant app, deliberately writing no goal)
> - The smoke spec still walked the removed mission step, so the
scheduled nightly has been red since the reorder shipped
> - This pull request updates the spec to the current flow and asserts
the deliberate empty goal list
> - The benefit is a green nightly lane and an unblocked beta promotion
from current master

## Linked Issues or Issue Description

**What happened?**

The scheduled `Release` nightly run fails in `smoke_nightly / smoke`
since 2026-08-23 (runs 32630184811, 32710905212):
`docker-auth-onboarding.spec.ts` waits for the `Define your mission`
heading after step 1, but the wizard now routes 1 → 3 with no mission
step (the step buttons literally skip from 1 to 3). The retry then fails
on step 1 because the first attempt's company persists.

**Expected behavior**

The smoke passes against canaries carrying the reordered wizard, and the
nightly lane publishes again.

**Steps to reproduce**

Run `scripts/docker-onboard-smoke.sh` with
`PAPERCLIPAI_VERSION=2026.824.0-canary.7` and `pnpm run
test:release-smoke` against it.

**Paperclip version or commit**

`2026.824.0-canary.7`

Related (not duplicates): #11565 updated this same spec for the
chat-first rewrite; this is the follow-up for the mission-less reorder.

## What Changed

- Remove the mission-step interaction; step 1's "Next" now creates the
company and the spec goes straight to the agent step.
- Replace the mission-goal API assertion with the truthful one:
onboarding deliberately writes no goal, so a fresh company's goal list
is empty.
- Update step comments to match the shipped flow.

## Verification

- Local run of the exact CI harness against
`paperclipai@2026.824.0-canary.7`: 1 passed (6.8s), exit 0.
- The suite's remaining API assertions (company, CEO agent, seeded task
assignment, landed issue URL, assignment-sourced heartbeat run) pass
unchanged.

## Risks

- Low risk: test-only. The spec remains copy-coupled to the wizard —
this is the third drift in two weeks; stable `data-testid` hooks in the
wizard remain the durable fix and can follow separately.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-24 21:08:22 -07:00
Devin Foley 890ab9acfe feat(release): thorough notes skeletons — nest each PR's summary at creation (#12124)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release workflow drafts the upcoming stable's notes skeleton the
moment a beta publishes
> - That skeleton was a bare list of commit subjects, so the notes only
reached the shipped stable's depth after a later authoring pass during
the soak
> - Stable release notes are consistently verbose and thorough; the
initial draft should start that way too
> - This pull request nests each referenced PR's own summary under its
subject line at creation time, and states the density bar in the
authoring skill
> - The benefit is a thorough raw document from day one of the soak,
with no LLM tokens in Actions

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `draft_stable_notes` skeleton generated at beta publish
(`scripts/draft-stable-notes.sh`).

**Current behavior**

The skeleton groups bare commit subjects by conventional-commit type.
All substance arrives later, when a maintainer or agent rewrites it —
reviewed maintainer feedback: stable notes are a lot more verbose, and
the initial beta notes should be consistent with that.

**Proposed behavior**

Each subject that references a PR carries that PR's own summary nested
beneath it — the PR template's "What Changed" bullets, else the first
prose lines — fetched best-effort via `gh` and skipped silently when
unavailable. The release-changelog skill now states the density bar
explicitly: the beta-keyed draft ships verbatim as the stable's notes
and is written at the previous stable's depth from the first pass.

**Reason and benefit**

The notes author starts from a thorough raw document instead of a commit
list, and beta-time notes match the verbosity the stable will ship with.

## What Changed

- `scripts/draft-stable-notes.sh`: `enrich_pr` nests PR summaries under
subjects; best-effort (`gh` failure or
`DRAFT_NOTES_SKIP_PR_ENRICHMENT=1` degrades to today's output);
pipefail-safe when a "What Changed" section has no bullets.
- `.github/workflows/release.yml`: the `draft_stable_notes` step gets
`GH_TOKEN` so `gh` can read PR bodies.
- `.agents/skills/release-changelog/SKILL.md`: "write at full stable
depth from the first pass" guideline.
- `scripts/draft-stable-notes.test.mjs`: three new tests — enrichment
rendering via a fake `gh`, silent degradation without one, and the
sparse-body case that previously killed the script under `set -o
pipefail`.

## Verification

- `node --test scripts/draft-stable-notes.test.mjs` — 11 pass.
- Live run against the real repository for the current beta
(`2026.818.0-beta.1`, 172 commits): exit 0, 439 nested summary lines;
spot-checked entries carry the correct PRs' What Changed bullets.
- `bash -n` on the script; `release.yml` re-parsed as YAML.

## Risks

- Low: the publish path is untouched; enrichment is read-only `gh` calls
in the post-publish draft job and degrades to the current skeleton on
any failure. Roughly one API call per commit in the range (~170 today) —
well inside the token's rate budget, adds a couple of minutes to a job
with a 10-minute timeout.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-24 20:51:33 -07:00
Devin Foley ae9711da48 docs(release): re-date the 2026.818.0-beta.1 stable notes to v2026.824.0 (#12113)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable versions date the promotion, and the promotion reads its
notes from master
> - The merged notes for beta 2026.818.0-beta.1 assumed an Aug 21
promotion; the beta soaked longer
> - This pull request re-dates the header to today's resolved version,
v2026.824.0
> - The benefit is a GitHub Release whose title, date, and body agree

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The stable notes header for the promotion happening today.

**Current behavior**

`releases/beta/v2026.818.0-beta.1.md` is titled `# Paperclip
v2026.821.0`, `> Released: 2026-08-21`.

**Proposed behavior**

`# Paperclip v2026.824.0`, `> Released: 2026-08-24` — matching
`./scripts/release.sh stable --date 2026-08-24 --print-version`.

**Reason and benefit**

The file publishes verbatim as the GitHub Release body; the header
should match the version actually minted.

## What Changed

- Three header/intro lines re-dated. Nothing else.

## Verification

- `./scripts/release.sh stable --date 2026-08-24 --print-version` →
`2026.824.0`.

## Risks

- None; docs-only.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-24 20:42:25 -07:00
Devin Foley 83fefaadd1 fix(grok_local): do not warn when the default model sentinel is unavailable (#12062)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Each agent runs under an adapter. The `grok_local` adapter runs the
Grok Build CLI.
> - The adapter has an environment test. It probes the CLI and reports
checks to the operator.
> - `DEFAULT_GROK_LOCAL_MODEL` is `"grok-build"`. This value is a
sentinel. It means "use the Grok CLI's own default model".
> - `execute.ts` only passes `--model` when the configured model differs
from the sentinel. So the sentinel is never sent to grok.
> - The environment test still compared the sentinel to the models that
`grok models` lists. Real grok never lists `grok-build`.
> - So every probe emitted a false "Configured model not found" warning,
even on a correctly configured agent.
> - This pull request stops the false warning and keeps the real check
for user-set models.
> - The benefit is an accurate environment test: operators see a warning
only when it is real.

## Linked Issues or Issue Description

No public issue exists. The problem, in bug-report form:

**What happened?**
The `grok_local` environment test always warns `Configured model
"grok-build" not found in available models`, even when the agent works.
`grok-build` is the default sentinel, not a real model id, and it is
never sent to the CLI.

**Expected behavior**
When the model is left at the default, the test reports the CLI's own
default model as info and does not warn. It warns only when a user sets
a real model that `grok models` does not list.

**Steps to reproduce**
1. Create a `grok_local` agent and leave the model at its default.
2. Run the adapter environment test.
3. See the `grok_model_not_found` warning, although `grok models` and
the hello probe succeed.

**Agent adapter(s) involved**
grok_local (Grok Build CLI).

## What Changed

- `packages/adapters/grok-local/src/server/test.ts`: the model check now
treats the default sentinel as valid and reports it as info (`Using the
Grok CLI's default model (<default>)`). It still warns when an
explicitly configured, non-sentinel model is absent from the discovered
list. This matches `execute.ts`, which never sends the sentinel to grok.
- `packages/adapters/grok-local/src/server/test.test.ts`: adds a test
that the default sentinel does not warn when it is absent from the real
model list, and a test that a real, unavailable model still warns.

## Verification

- `pnpm exec vitest run
packages/adapters/grok-local/src/server/test.test.ts` — 5 passed.

## Risks

Low risk. The change only affects one adapter's environment-test
reporting. It does not change how runs pass `--model`. No schema, no
runtime behavior change.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use and
code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues OR (b) described the
issue in-PR following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (n/a —
no doc change)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [ ] I will address all Greptile and reviewer comments before
requesting merge
2026-08-24 09:38:34 -07:00
Devin FoleyandClaude 0dfa0fb988 ci: refresh general-server shard duration manifest (#12075)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100). -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The PR verify workflow gates every pull request; its slowest check
sets the feedback time for all contributors
> - The general-server test lane splits its vitest suites across five
runners with a duration-weighted partition
(`scripts/general-server-shard.mjs`)
> - The partition reads a duration manifest that was sampled on
2026-08-04, when the lane had 279 suites and 946s of serial time
> - The lane has since grown to 405 suites and 1274s; 126 suites had no
recorded duration and one suite grew from 37s to 123s
> - The stale weights made the partition uneven: in the fully green
actions run 32708351172, "General tests (server (2/5))" ran 364s and was
the slowest check in the whole run, while sibling shards ran 292-330s
> - This pull request refreshes the manifest with per-suite durations
measured from that same run
> - The benefit is a level five-shard split (255s ±1s of predicted suite
time per shard), which removes ~50s from the slowest PR check

## Linked Issues or Issue Description

**Describe the current behavior**

In the fully green PR actions run
[32708351172](https://github.com/paperclipai/paperclip/actions/runs/32708351172)
(2026-08-24), the check "General tests (server (2/5))" completed in
364s. Its test step ran 315s while sibling shards ran 241-276s. It was
the slowest check in the run.

**Describe the improvement**

The duration manifest `scripts/general-server-shard-durations.json` is
stale. It holds 279 suites sampled on 2026-08-04, but the lane now has
405 suites. The 126 unknown suites fall back to the median weight
(~1.3s), and `server/src/__tests__/workspace-runtime.test.ts` grew from
37.4s to 123.3s. The partition therefore predicts a level split but
produces an uneven one. Refreshing the manifest restores the level split
without any code change.

**Expected impact**

All five server shards level at ~255s of predicted suite time (~310s job
time). The slowest PR check drops from 364s to about 317s, so the PR
critical path improves by roughly 50s.

## What Changed

- Regenerated `scripts/general-server-shard-durations.json` from actions
run 32708351172 (2026-08-24): 405 suites, 1274s total serial time (was
279 suites, 946s from 2026-08-04)
- Updated the `$comment` field to name the new sample run and date
- No code changes; the partition logic in
`scripts/general-server-shard.mjs` is untouched

## Verification

- Parsed all five "General tests (server (n/5))" job logs from run
32708351172 with the consecutive-completion-timestamp method described
in the manifest `$comment`; asserted that the parsed suite set equals
the exact file list that `run-vitest-stable.mjs` collects (405/405, no
misses, no extras)
- Ran `node scripts/run-vitest-stable.mjs --mode general --group
general-server --shard-index N --shard-count 5 --dry-run` for N=0..4
with the new manifest: each shard predicts 255s (±1s) of suite time, and
the five shards form a complete, non-overlapping cover of all 405 suites
- Ran `node --test
./scripts/__tests__/run-vitest-stable-shard.test.mjs`: 13/13 pass

## Risks

- Low risk. The change is data-only. Wrong weights cannot break
correctness: the partition always covers every suite exactly once, so
the worst case of a bad weight is an uneven shard, which is the current
state.

## Model Used

- Claude (Anthropic), model ID `claude-fable-5`, agentic coding session
with tool use (Claude Code / Claude Agent SDK)

## 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 (no code change;
existing partition tests pass)
- [x] I have updated relevant documentation to reflect my changes
(manifest `$comment` updated)
- [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

Related prior work: #11528 (balanced the serialized server shards by
recorded duration), #10923 (split serialized tests into five shards),
#11156 (split workspaces-a into two shards).

Co-authored-by: Claude <noreply@paperclip.ing>
2026-08-24 08:54:52 -07:00
Devin Foley 87d68f476b fix: harden the sandbox bridge gateway against crashes and queue wedge (#12060)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents on remote sandbox targets reach the Paperclip API through the
sandbox callback bridge: a loopback HTTP gateway inside the sandbox
queues request files for a host-side worker
> - The gateway process has no supervisor: nothing inside the sandbox
respawns it, so a crash leaves a dead loopback port for the rest of the
run
> - The gateway also never cleaned up request files whose responses
never arrived, so a stalled host wedged the queue at its depth cap and
every later request got an immediate 503
> - #12052 made the host-side worker survive transient faults; this pull
request hardens the other half of the relay
> - The benefit is that a gateway fault degrades one request instead of
severing the agent from the control plane until run end

## Linked Issues or Issue Description

Refs #12052 (host-side worker half of the same relay). Refs #9904 and
#8977 (adjacent bridge behavior).

No public issue exists for this defect. The description below follows
the bug report template.

**What happened?**

During a staging run, an agent's API calls to the bridge's loopback port
began failing at the connection level (curl reported HTTP 000) partway
through the run. A dead gateway process is the only mechanism that
produces connection-level failures on that port, and nothing restarts
it. Separately, request files for timed-out requests stayed in the
queue; after 64 accumulated, the gateway answered every request with
`503 Bridge request queue is full.` until the run ended.

**Expected behavior**

An uncaught fault in the gateway must not kill the loopback listener. A
request that times out must not leave its file counting toward the
queue-depth cap. A queue full of orphaned files must recover instead of
rejecting until run end.

**Steps to reproduce**

1. Start a remote-sandbox run and stop the host-side bridge worker.
2. Send requests to the gateway until they time out; the request files
stay in `requests/`.
3. After 64 such files, every request gets an immediate 503, even after
the host recovers.
4. Independently, raise any uncaught exception in the gateway process;
the loopback port dies for the rest of the run.

## What Changed

- The generated gateway source installs global `uncaughtException` /
`unhandledRejection` handlers that log to stderr (already redirected to
`logs/bridge.log`) and keep serving. The relay holds no state a fault
can corrupt beyond the one request it interrupted.
- Survival is gated on readiness: before the gateway has written its
readiness file (file mode) or sent its READY frame (duplex mode), the
same handlers exit(1) instead. A startup fault (failed bind, failed
readiness write) means the process can never serve, and surviving there
would only leave an un-ready zombie while the host waits out its
readiness poll.
- The file gateway attaches an explicit `error` listener to its server
and pins the event loop with a keepalive until the bind settles. Newer
Node runtimes do not reliably surface a failed bind through
`uncaughtException` in this shape: the process can drain and exit 0
before the error event is delivered (reproduced on Node 24/25; Node 22
delivered it). The duplex gateway already had an explicit listener.
- A request that times out waiting for the host now deletes its own
request file. The host's response write is guarded on that file, so the
removal also signals that no caller waits anymore.
- At the queue-depth cap, the gateway sweeps request files older than
the response deadline (orphans from killed callers or a previous gateway
process) before rejecting with 503.
- Host-side, `processRequestFile` treats a request file that vanished
before the read as the benign caller-gave-up race and skips it quietly
instead of escalating into the recovery pass.

## Verification

- `npx vitest run
packages/adapter-utils/src/sandbox-callback-bridge.test.ts` — 43 passed,
verified on both Node 22 and Node 25.
- New end-to-end test: with no worker running, a request times out
(502), its file is cleaned, and the same gateway then serves a 200 once
a worker starts — no wedge, no dead port.
- New end-to-end test: with `maxQueueDepth: 1` and a backdated orphan
file at the cap, the gateway sweeps the orphan and admits the request
instead of answering 503.
- New worker test: a request file that vanishes before the read is
skipped without a handler call, a response write, or a run-level error.
- New generated-source test: spawned directly against an
already-occupied port, the gateway exits 1 promptly with the
`EADDRINUSE` fault on stderr instead of lingering un-ready (or exiting 0
silently, the pre-existing behavior on Node 24/25).
- A pin keeps the crash handlers, the readiness gate, and the sweep in
the generated source.
- `pnpm --filter @paperclipai/adapter-utils typecheck`.

## Risks

- Keeping a Node process alive after `uncaughtException` is normally
suspect; here the alternative is a dead loopback port for the rest of
the run, and the gateway is a stateless per-request relay. The fault is
logged with its stack to `bridge.log`, and survival applies only after
readiness — startup faults still fail fast.
- Deleting a timed-out request file could race a host that is
mid-processing. The host's response write is already guarded on
request-file existence, and the new host-side skip treats the vanished
file as a no-op, so no duplicate mutation path is introduced.
- The stale sweep runs only at the depth cap and only removes files
older than the response deadline plus a 2 s grace, so a live caller's
file is never swept.
- Orphaned response files (host responded after the caller gave up)
still linger; that pre-existing minor leak is unchanged here.

## Model Used

- Claude Fable 5 (Anthropic), model id `claude-fable-5`, extended
thinking enabled, agentic tool use via Claude Code (CLI harness), 200k
context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-24 08:52:05 -07:00
Devin Foley fc9e9b704f fix: stop teaching agents to curl literal {id} route templates (#12061)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Adapters inject prompt text that teaches agents how to call the
Paperclip API, including copy-pasteable curl examples
> - Some of those URLs contained brace placeholders like
`/api/issues/{id}/checkout`
> - Agents paste such lines verbatim; the placeholder reaches the server
as `/api/issues/%7Bid%7D` and 404s, and request logs show agents doing
exactly that
> - The acpx engine's API note already avoids this by using
`$PAPERCLIP_TASK_ID`, and its test pins `/api/issues/{id}` out of the
prompt
> - This pull request applies the same standard to the gemini adapter,
the shared prompt template, and the openclaw gateway workflow
> - The benefit is that agents stop burning turns on placeholder 404s
and doc examples stay safe to execute as written

## Linked Issues or Issue Description

No public issue exists for this defect. The description below follows
the bug report template.

**What happened?**

Server request logs show agents issuing `GET /api/issues/%7Bid%7D` — the
literal, percent-encoded text `{id}` — which 404s. The source is adapter
prompt text: the gemini adapter's API note embeds a curl example with
`/api/issues/{id}/checkout` in the URL, the shared agent prompt template
mentions `/api/issues/{issueId}` endpoints, and the harness checkout
notice names `/api/issues/{id}/checkout`. Models copy these strings into
real requests.

**Expected behavior**

URL paths in prompt text must carry environment variables or real ids,
never brace placeholders, in every string an agent might execute
verbatim. Where a placeholder is unavoidable, the prompt must state
explicitly that the literal text must never be sent.

**Steps to reproduce**

1. Give an agent the gemini adapter's API access note.
2. Watch it call `curl ...
"$PAPERCLIP_API_URL/api/issues/{id}/checkout"` as written.
3. The server logs `POST /api/issues/%7Bid%7D/checkout 404`.

## What Changed

- gemini-local's API note curl example now uses `$PAPERCLIP_TASK_ID` and
tells the agent to substitute a real issue id when that variable is
absent — the same convention as the acpx engine's API note.
- The shared agent prompt template (`server-utils.ts`) uses
`$PAPERCLIP_TASK_ID` in its interaction-creation and resume-endpoint
mentions, and the harness checkout notice names `POST
/api/issues/$PAPERCLIP_TASK_ID/checkout`.
- openclaw-gateway's endpoint workflow keeps its `{issueId}`
placeholders — they are defined by its "determine issueId" step — but
now states explicitly that the literal text must never be sent in a URL.
- `server-utils.test.ts` pins the new form and adds negative pins that
keep `/api/issues/{id}` and `/api/issues/{issueId}` out of the shared
prompt template, mirroring the existing acpx-engine negative pin.
- The `confirmation:{issueId}:plan:{revisionId}` idempotency-key
template is untouched: it is a value-construction pattern, not a URL.

## Verification

- `npx vitest run packages/adapter-utils/src/server-utils.test.ts
packages/adapters/gemini-local packages/adapters/openclaw-gateway` — 152
passed. The single failure (`pre-selects gemini-api-key auth in the
managed HOME for sandbox execution`) is a pre-existing
environment-specific failure on the development machine, unrelated to
prompt text; CI is authoritative for it.
- `pnpm --filter @paperclipai/adapter-utils --filter
@paperclipai/adapter-gemini-local --filter
@paperclipai/adapter-openclaw-gateway typecheck`.

## Risks

- Low risk: prompt-text and test changes only; no runtime logic changes.
- Agents that memorized the old example strings keep working — the
routes are unchanged, only the placeholder text in prompts is.

## Model Used

- Claude Fable 5 (Anthropic), model id `claude-fable-5`, extended
thinking enabled, agentic tool use via Claude Code (CLI harness), 200k
context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-23 17:16:30 -07:00
Devin Foley 633e102971 fix: verify issue-update writes instead of inferring success (#12051)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents report task state to the control plane with `PATCH
/api/issues/{id}` at the end of each heartbeat
> - On remote sandbox targets those writes cross a relay that can fail
at the connection level
> - An agent that pipes its status curl through `head` cannot see that
failure; the write is lost but the run reports success
> - The issue then stays `in_progress` with no disposition, and the
missing-disposition recovery must repair it
> - This pull request makes the issue-update helper verify every write,
and it teaches the shared skill to require verified writes
> - The benefit is that a lost status write becomes a visible, retried
failure instead of a silent success

## Linked Issues or Issue Description

No public issue exists for this defect. The description below follows
the bug report template.

**What happened?**

A sandboxed heartbeat run answered its issue in a comment. It then sent
`PATCH /api/issues/{id}` with `status: done` through `curl -sf ... |
head -c 400`. The relay dropped the connection. The `-f` flag suppressed
the error output, and the pipe replaced curl's exit code with the exit
code of `head`. The agent saw empty output and exit 0. It reported the
write as an "empty 2xx" success and exited. The issue stayed
`in_progress`, and the successful-run recovery had to close it in a
corrective run.

**Expected behavior**

A status write that does not reach the server must surface as a failure.
The helper script must retry transient failures. It must exit non-zero
when the write is unconfirmed. Skill guidance must forbid write patterns
that hide failures.

**Steps to reproduce**

1. Point `PAPERCLIP_API_URL` at an endpoint that drops connections
intermittently.
2. Finalize an issue with `curl -sf -X PATCH
"$PAPERCLIP_API_URL/api/issues/$ID" -d '{"status":"done"}' | head -c
400`.
3. Observe exit code 0 with empty output while the server never received
the PATCH.

## What Changed

- `scripts/paperclip-issue-update.sh` now captures `%{http_code}`,
retries a retryable failure (connection-level, 429, 5xx) once — two
attempts total, which matches the shared bounded-write-retry rule —
rejects an empty 2xx body, and confirms the response echoes the
requested status before it exits 0.
- Failure output states plainly that the write was NOT saved, so the
calling agent reports it accurately.
- `skills/paperclip/SKILL.md` Step 8 adds a required "Verify writes —
never infer them" rule: a successful PATCH always returns the updated
issue JSON, disposition writes must never run through `head`/`tail`
pipelines, and an unconfirmed write must be reported as FAILED.
- `server/src/__tests__/paperclip-skill-utils.test.ts` pins the new
skill rule; a new `paperclip-issue-update-helper.test.ts` exercises the
helper's behavior end-to-end.

## Verification

- `bash -n scripts/paperclip-issue-update.sh`
- `server/src/__tests__/paperclip-issue-update-helper.test.ts` runs the
helper end-to-end against a local HTTP server: confirmed-echo success
(exit 0), empty 2xx (exit 1), wrong echoed status (exit 1), 422 reject
(exit 1, exactly one request), 503 then success (two requests),
connection refused (two attempts, then exit 1 with a "NOT saved"
report).
- `npx vitest run
server/src/__tests__/paperclip-issue-update-helper.test.ts
server/src/__tests__/paperclip-skill-utils.test.ts
server/src/__tests__/cli-invocation-safety.test.ts` — 50 passed.

## Risks

- Low risk. The success-path output is unchanged (the updated issue
JSON).
- The helper now exits non-zero on unconfirmed writes. Callers that
previously missed silent failures now see explicit errors. That is the
intended behavior change.
- The single retry re-sends the PATCH after a retryable failure. If the
first request committed and only its response was lost, an attached
comment can post twice. The duplicate is visible and benign; the prior
behavior lost the write silently.

## Model Used

- Claude Fable 5 (Anthropic), model id `claude-fable-5`, extended
thinking enabled, agentic tool use via Claude Code (CLI harness), 200k
context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-23 16:56:51 -07:00
Devin Foley c7f4bc1300 fix: survive transient sandbox exec failures in the callback bridge worker (#12052)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents on remote sandbox targets reach the Paperclip API through the
sandbox callback bridge: a loopback gateway inside the sandbox writes
request files, and a host-side worker polls them over the provider's
exec channel and forwards them to the server
> - The worker's poll loop had one terminal catch: a single reset or
slow exec ended the relay for the rest of the run
> - The in-sandbox gateway kept queueing requests against the dead
worker, so every later API call from the agent stranded, including its
final status write
> - A relay that dies on one transient fault turns a routine provider
hiccup into a lost issue disposition
> - This pull request restructures the loop so transient faults back off
and retry, while the watchdog remains the escalation path for sustained
outages
> - The benefit is that one flaky exec no longer severs an agent from
the control plane mid-run

## Linked Issues or Issue Description

Refs #9904. Refs #8977. Both touch adjacent bridge behavior (curl shim,
header forwarding); neither addresses worker-loop lifetime.

No public issue exists for this defect. The description below follows
the bug report template.

**What happened?**

During a staging run, the host-side bridge worker hit one failed sandbox
exec while relaying requests. The poll loop's only catch is terminal: it
failed the pending requests and set the worker to settled, with no
restart. The agent's later API calls saw connection-level failures or
bridge errors until the run ended. Its final `PATCH status: done` was
lost, and the missing-disposition recovery had to repair the issue in a
corrective run.

**Expected behavior**

One transient exec failure must not end the relay for the rest of the
run. The worker must back off and retry. A sustained outage must still
fail queued requests fast through the watchdog. In-flight request
semantics (abort plus 504 backstop, retry-safe 503) must not change.

**Steps to reproduce**

1. Start a remote-sandbox run and let the provider exec channel reject
or stall one call while the bridge worker polls.
2. The worker hits one `listJsonFiles` failure or one request-attempt
timeout, and the loop exits through its terminal catch.
3. Every later bridge request strands. The loopback gateway keeps
accepting requests that never complete, and after 64 queued files it
answers every request with 503 until run end.

## What Changed

- `startSandboxCallbackBridgeWorker`'s poll loop now separates three
failure domains:
- A failed poll backs off exponentially (capped at 5 s) and retries
instead of dying. The first failure of a streak still lands on the run
trace through the workerFailed span; later repeats only warn.
- A failed or hung request attempt runs the same recovery pass the loop
previously died on — abort the in-flight handler (its 504 backstop keeps
the caller from stranding) and 503 the unclaimed queued requests — and
the loop then continues and serves the caller's retry.
- A listing where every file already has an in-flight attempt sleeps one
poll interval, like an empty listing. The previous immediate re-list was
a hot spin: an exec storm against a real channel, and a pure-microtask
loop that starved every timer in the process when the queue client
resolves synchronously.
- The watchdog, the claim/finalize fences, and the stop/drain semantics
are unchanged.

## Verification

- `npx vitest run
packages/adapter-utils/src/sandbox-callback-bridge.test.ts` — 38 passed.
- New regression test: a request queued behind three consecutive poll
failures is still delivered.
- Updated tests: the stalled-poll test now expects recovery (the
handler's real 200) instead of a terminal 503; the sustained-outage 503
path remains proven by the dedicated watchdog test; the
recovery-503-write-retry test triggers the recovery pass through a hung
request read, because a hung poll no longer runs that pass.
- `pnpm --filter @paperclipai/adapter-utils typecheck`.

## Risks

- Behavior change: a transiently failing poll no longer mass-fails
queued requests on the first error. Callers wait through the backoff
window, bounded by the existing in-sandbox 30 s response deadline, or
the watchdog fails them after 20 s of no successful iteration. This
trades fast-but-terminal degradation for recovery.
- A hard-down channel now retries every ≤5 s for the rest of the run
instead of stopping. Each retry is one exec attempt against a channel
that already fails.
- In-flight mutation safety is unchanged: the guard map and the claim
protocol still prevent a double-applied host mutation, and a guarded
file is always finalized by its own attempt or by its 504 backstop.

## Model Used

- Claude Fable 5 (Anthropic), model id `claude-fable-5`, extended
thinking enabled, agentic tool use via Claude Code (CLI harness), 200k
context window.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-23 16:55:23 -07:00
Devin Foley c62bb4b16b feat: environment delete with agent reassignment and consented sandbox destroy (#12053)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments define where agent runs execute: local, SSH, or
provider sandboxes
> - Operators can create and edit environments, but the UI has no way to
delete one
> - The server already exposes `DELETE /environments/:id` and a
delete-blast-radius preflight, but no UI consumes them, and a delete
blocked by reusable sandbox leases gives the operator no path forward
> - This pull request adds the delete flow to the environment
configuration page: a preflight-driven modal that reassigns dependent
agents, names the workspaces that hold blocking sandbox leases, and can
destroy those sandboxes with explicit consent
> - The benefit is that operators can retire stale environments from the
UI without database surgery, and dependent agents move to a chosen
replacement instead of silently falling back

## Linked Issues or Issue Description

Refs #8554
Refs #11124

**Subsystem affected**

Environments (server routes, environment runtime service, and the
environment settings UI).

**Problem or motivation**

The environment configuration page has no delete control. The server
delete endpoint exists, but nothing in the UI calls it. When reusable
sandbox leases block a delete, the 409 error names no owner, so the
operator cannot find the blocking workspace. Agents that use the
environment as their default lose it silently through the FK `on delete
set null`.

**Proposed solution**

Add a delete button with a confirmation modal on the environment edit
page. The modal reads the delete-blast-radius preflight. It offers a
dropdown to reassign dependent agents to another environment before the
delete. It lists each workspace that holds a blocking reusable sandbox
lease, with a link. When those leases are the only blocker, the confirm
button destroys the sandboxes inline
(`?destroyReusableSandboxLeases=true`) and then deletes. A failed
teardown falls back to `pending_cleanup` for the sweep, so no sandbox is
orphaned.

## What Changed

- `ui/src/pages/CompanyEnvironments.tsx`: delete button on the edit page
header, confirmation modal with agent reassignment select, lease-holder
list, impact notes, and a consent-labeled destroy-and-delete action
- `ui/src/api/environments.ts`: `deleteBlastRadius` and `remove` client
methods; `remove` takes an optional `destroyReusableSandboxLeases` flag
- `server/src/routes/environments.ts`: `DELETE /environments/:id`
accepts `?destroyReusableSandboxLeases=true`; it destroys the
environment's reusable sandbox leases first, but only when those leases
are the sole delete blocker, then re-checks the blast radius before it
deletes
- `server/src/services/environment-runtime.ts`: new
`destroyReusableSandboxLeasesForEnvironment` — destroys every reusable
sandbox lease an environment still owns while the environment config
(provider credentials) is still available
- `server/src/services/environments.ts`: the delete blast radius now
returns `reusableSandboxLeaseHolders` (lease id, workspace, issue) so
clients can name what blocks a delete
- `packages/shared/src/types/environment.ts`:
`EnvironmentDeleteReusableLeaseHolder` type on the blast radius
- Tests: route gating for the consent flag (destroy runs, mixed-blocker
rejection, surviving-lease rejection), runtime destroy scoped to an
environment, blast-radius holder join, and UI tests for the reassignment
flow, holder links, and the consent button

## Verification

- `npx vitest run server/src/__tests__/environment-routes.test.ts
server/src/__tests__/environment-service.test.ts
server/src/__tests__/environment-runtime.test.ts
ui/src/pages/CompanyEnvironments.test.tsx`
- Manual: open Settings → Environments → edit an environment. The trash
icon opens the modal. With agents on the environment, pick a
reassignment target and confirm; agents move and the environment
deletes. With reusable sandbox leases, the modal names the holding
workspaces and the confirm button reads "Destroy N sandboxes and
delete".

## Risks

- The consented path destroys provider sandboxes. It runs only when
reusable leases are the sole blocker, so a delete that would still be
rejected never destroys anything. A failed teardown routes to
`pending_cleanup` and the delete stays blocked until the sweep resolves
it.
- Agent reassignment issues one PATCH per agent from the client. A
mid-sequence failure leaves some agents reassigned; the reassignments
are valid on their own and the UI refreshes to the actual state.
- Hard blockers (managed local, instance default, pending cleanup) keep
the existing 409 behavior and disable the confirm button.

## Model Used

- Claude (Anthropic) — Fable 5, model id `claude-fable-5`, extended
thinking, agentic tool use via Claude Code CLI.

## 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
- [ ] 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
2026-08-23 16:53:17 -07:00
Devin Foley 627eef7cbd fix(plugins): retry errored plugins at boot instead of leaving them dead (#12054)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Plugins extend the server with sandbox providers, tools, and jobs; a
loader activates them at boot
> - When activation fails, the loader marks the plugin `error` and skips
it on every later boot
> - Activation failures are often environmental — missing package
dependencies, a stale build output, a module that moved under a pull —
and the fix lands on disk without any write to the plugin row
> - The plugin therefore stays dead forever, and every feature behind it
(sandbox destroys, cleanup sweeps, probes) silently stops working until
an operator flips the row by hand
> - This pull request makes `loadAll` retry errored plugins once per
boot: flip to `ready`, attempt activation, and re-record the error if
the attempt fails
> - The benefit is that a plugin recovers on the next boot after its
environment is fixed, with no manual database or lifecycle intervention

## Linked Issues or Issue Description

**What happened?**

Several sandbox-provider plugins sat in `error` status for weeks after a
transient activation failure (a module resolution error from an older
checkout state). The boot loader only loads plugins in `ready` status,
so it never retried them. Environments backed by those providers lost
sandbox destroys, cleanup sweeps, and probes with no visible signal
other than the stale `last_error`.

**Expected behavior**

A plugin whose activation failure has been fixed on disk recovers on the
next server boot. A plugin that still fails stays in `error` with a
fresh error message.

**Steps to reproduce**

1. Install a plugin whose worker cannot start (for example, delete one
of its dependencies), then boot the server. The plugin lands in `error`
status.
2. Restore the dependency.
3. Restart the server. Before this change, the plugin stays in `error`
forever. After this change, the boot retries it and the plugin
activates.

## What Changed

- `server/src/services/plugin-loader.ts`: `loadAll` also fetches plugins
in `error` status, flips each to `ready`, and activates it with the
normal batch. The flip runs before activation because the `error` status
only legally transitions to `ready` or `uninstalled`; a retry that
failed while still in `error` could not re-mark itself. A failed flip
logs a warning and never aborts the boot load. The stale comment at the
`markError` site now describes the retry.
- `server/src/__tests__/plugin-loader-error-retry.test.ts`: covers the
flip-then-retry flow, the failed-flip isolation, and the empty case.

## Verification

- `npx vitest run server/src/__tests__/plugin-loader-error-retry.test.ts
server/src/__tests__/bundled-plugins.test.ts
server/src/__tests__/plugin-lifecycle-restart.test.ts
server/src/__tests__/cloud-image-bundled-plugins.test.ts`
- Manual: mark an installed plugin's status to `error`, restart the
server, and observe the loader log line `retrying plugins that failed
activation on a previous boot` followed by a successful activation (or a
fresh `last_error` if the plugin is genuinely broken).

## Risks

- A genuinely broken plugin now costs one bounded activation attempt per
boot (the attempts run in parallel with the ready batch under
`Promise.allSettled`). It cannot crash-loop within a running process,
and it returns to `error` with a fresh message.
- The flip clears `last_error` before the attempt. If the process dies
between the flip and the activation, the row is `ready` with no error
text; the next boot simply loads it as a ready plugin.
- Operators who relied on `error` as a manual "keep this off" latch
should use the `disabled` status, which this change does not touch.

## Model Used

- Claude (Anthropic) — Fable 5, model id `claude-fable-5`, extended
thinking, agentic tool use via Claude Code CLI.

## 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
- [ ] 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
2026-08-23 16:52:42 -07:00
Devin FoleyandPaperclip fbd20b28d3 fix(grok-local): stop defaulting --permission-mode to dontAsk (#11898)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `grok_local` adapter runs the native Grok Build CLI in headless
mode for unattended agent heartbeats
> - Grok CLI 1.0 started to enforce the `dontAsk` permission mode as
deny-by-default, and it takes precedence over `--always-approve`
> - The adapter passes both flags on every run, so each run dies on its
first tool call and is still recorded as a success
> - This pull request removes the `dontAsk` default so unattended runs
rely on `--always-approve` alone
> - The benefit is that `grok_local` agents can execute tools again on
current Grok CLI releases

## Linked Issues or Issue Description

No public issue exists. Description per the bug template:

**What happened?**

Every `grok_local` run on Grok CLI 1.0.x stops on its first tool call.
The stream shows the tool call move from `pending` to `failed` with
"User cancelled the execution for tool `run_terminal_command`", and the
session ends with `stopReason: "cancelled"` after one turn. The CLI
exits 0, so Paperclip records the run as succeeded with no work done,
and the issue lands in missing-disposition recovery.

**Expected behavior**

Unattended runs must auto-approve tool executions. The adapter already
passes `--always-approve` for this.

**Steps to reproduce**

In a clean Linux environment with Grok CLI 1.0.3 and `XAI_API_KEY` set,
run the adapter's exact invocation shape:

`grok --output-format streaming-json --permission-mode dontAsk
--always-approve --disable-web-search --single "Run the shell command:
echo ok"`

The tool call is denied. Drop `--permission-mode dontAsk` (or use
`--permission-mode bypassPermissions`) and the same command executes the
tool. On Grok 0.2.x the original combination worked because the CLI
accepted `dontAsk` without enforcing it; the 0.2.39 embedded docs state
the flag takes effect only for `bypassPermissions` / always-approve.

**Paperclip version or commit**

master (917d2350f)

## What Changed

- `packages/adapters/grok-local/src/server/execute.ts`: `permissionMode`
no longer defaults to `dontAsk`. The adapter passes no
`--permission-mode` flag unless one is explicitly configured.
`--always-approve` (default on) remains the unattended policy.
- `packages/adapters/grok-local/src/index.ts`: config doc updated to
explain the new default and the Grok 1.0 semantics.
- `packages/adapters/grok-local/src/server/execute.test.ts`:
default-args assertion now requires the absence of `--permission-mode`;
new test covers explicit `permissionMode` pass-through.

## Verification

- `npx vitest run packages/adapters/grok-local` — 7 files, 29 tests, all
pass.
- `pnpm --filter @paperclipai/adapter-grok-local typecheck` — clean.
- Live matrix against Grok CLI 1.0.3 in a clean sandbox: `dontAsk
--always-approve` denies the first tool call; `--always-approve` alone
executes it; `bypassPermissions --always-approve` executes it; `dontAsk`
alone denies it.

## Risks

- Low risk. Operators who explicitly set `permissionMode` keep their
value verbatim. Only the implicit default changes, and the old default
is what breaks every run on current Grok CLI releases.
- On Grok 0.2.x the flag was unenforced, so omitting it does not change
behavior there.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, tool use, via
Claude Code CLI.

## 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>
2026-08-21 14:50:43 -07:00
Devin Foley adfbe2d4b9 feat(environments): refer to the managed default environment by name, not the sandbox driver key (#11838)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed deployments provision a platform-managed default environment
for agent runs; the UI shows this environment in selectors, the agent
form, run details, and the environments page
> - Those surfaces append the raw driver key to the environment name, so
users see labels like "Paperclip Computer (sandbox)", "Paperclip
Computer · sandbox", and fallback copy such as "Managed sandbox" and
"The sandbox has no ready authentication"
> - "sandbox" is infrastructure vocabulary, not the product name of the
environment; showing it next to the managed environment's name is
confusing and off-brand
> - This pull request renders platform-managed environments by name
alone and rewords the sandbox-phrased copy, while user-created
environments keep the driver suffix so mixed lists stay distinguishable
> - The benefit is that the default environment reads as one clear
product name everywhere, and self-hosted users lose nothing: their own
environments still show the driver

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Display of the platform-managed default environment across the UI.

**Subsystem affected**

UI (environment selectors, agent config form, environments page, agents
page, run details) and the claude-local/codex-local adapter auth checks.

**Current behavior**

The agent form labels the inherited default environment as "Name
(sandbox)". Environment selectors and the environments list render "Name
· sandbox". The agents page describes the environment as "<provider>
sandbox provider". The agent form's fallback label is "Managed sandbox".
Adapter auth checks say "The sandbox has no ready authentication for
this adapter."

**Proposed behavior**

Platform-managed environment rows (`metadata.managedByPaperclip`) render
their name alone. The fallback label is "Paperclip Computer". The agents
page describes managed environments as "Managed by Paperclip". Run
details omit the driver suffix for sandbox-driver environments (the
adjacent Provider entry already identifies the mechanism). Adapter auth
checks say "This environment has no ready authentication for this
adapter."

**Reason and benefit**

The managed environment carries a product name. Appending the raw driver
key ("sandbox") to it is noise and contradicts the product naming.
User-created environments keep the driver suffix, so mixed lists stay
distinguishable.

**Breaking changes**

None. Message text of the auth check is not read programmatically; the
UI keys off `ADAPTER_AUTH_MISSING_CHECK_CODE`. Rows without the managed
marker render exactly as before.

## What Changed

- New `environmentDisplayLabel` helper in
`ui/src/lib/managed-sandbox-environment.ts`: managed rows → name alone;
other rows → "Name · driver".
- `AgentConfigForm`: inherited-default label uses the helper; fallback
copy "Managed sandbox" → "Paperclip Computer"; environment options use
the helper.
- `ProjectProperties`, `CompanyEnvironments`: environment selector
options use the helper; the environments-list row hides the driver
suffix on managed rows; the managed detail page's fallback description
no longer says "sandbox".
- `Agents` page: managed environments are described as "Managed by
Paperclip" instead of "<provider> sandbox provider".
- `CommentThread` run details: the driver suffix is omitted for
sandbox-driver environments.
- claude-local and codex-local adapters: auth-missing check message/hint
reworded from "sandbox" to "environment" (ACP and environment-test
paths); claude-local probe/effort/login hints reworded the same way.
- Run status lines: "Syncing workspace to sandbox", "Exporting git
changes from sandbox", "Starting adapter in sandbox", and friends now
say "environment"; "Finalizing sandbox workspace" → "Finalizing
workspace". Templated transfer-progress lines map the `sandbox`
transport key to "environment" for display (`runtime-progress.ts`).
- Agent form sign-in panel: "Sign in to the sandbox" → "Sign in to the
environment"; "Authenticated. The sandbox has credentials now." → "…The
environment has credentials now."
- Feature catalog + instance settings card: "Managed Sandbox Only" →
"Managed Environment Only" (setting key unchanged; the card keeps its
alphabetical slot).
- Server agents routes: execution-target failure and test-identity copy
no longer say "sandbox"; workspace-mode label "Cloud sandbox" → "Cloud
environment".
- Tests: new `environmentDisplayLabel` unit cases; new `AgentConfigForm`
render case asserting the managed default renders without "(sandbox)" or
"· sandbox"; status-line assertions updated across adapter-utils, server
heartbeat/live-run, and UI chat suites.

## Verification

- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/adapter-claude-local typecheck` and
`--filter @paperclipai/adapter-codex-local typecheck` — clean.
- `vitest run` for `managed-sandbox-environment.test.ts`,
`AgentConfigForm.render.test.tsx`, `CompanyEnvironments.test.tsx`,
`Agents.test.tsx`, `CommentThread.test.tsx`, `NewAgent.test.tsx` — all
green (118 tests across the two runs).

## Risks

Low risk. Cosmetic label changes only; no data or API changes. Rows
without `metadata.managedByPaperclip` render exactly as before, so
self-hosted deployments with their own environments see no change. The
only self-hosted-visible wording changes are the adapter auth-check
message and the driver suffix omission on sandbox-driver rows in run
details.

## Model Used

- Claude (Anthropic) — claude-fable-5 (Claude Fable 5), Claude Code CLI,
extended thinking, tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
docs reference these labels)
- [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
2026-08-21 12:51:22 -07:00
Devin Foley 599ad7016c ci(release): raise npm publish visibility budget to 10 minutes per package (#11835)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release workflow publishes every public package to npm and polls
each version's registry visibility before continuing
> - #11834 raised the poll budget from 60 seconds to 5 minutes after npm
CDN propagation lag failed four canary runs
> - The very next canary run missed by ten seconds:
`adapter-opencode-local@2026.821.0-canary.2` was accepted at 07:02:27
UTC and became visible at 07:07:40, just past the final poll
> - This pull request doubles the per-package budget to 10 minutes
> - The benefit is a release train that survives the one consistently
slow package; the 90-minute publish job timeout from #11834 already
absorbs it

## Linked Issues or Issue Description

Follow-up to #11834. Evidence in the `Release` run for `16149a75f`:
every package's publish became visible within seconds except
`adapter-opencode-local`, which has lagged 3-5+ minutes on all of
today's runs and exceeded the 5-minute budget by ten seconds on the
latest.

## What Changed

- `NPM_PUBLISH_VERIFY_ATTEMPTS` 30 → 60 (with
`NPM_PUBLISH_VERIFY_DELAY_SECONDS: "10"`, a 10-minute per-package
budget), plus the comment documenting the observed near-miss.

## Verification

- Same env-override plumbing verified in #11834; only the numeric budget
changes. The next master push (this merge) exercises the canary path.

## Risks

- Low risk: a genuinely failed publish reports in up to 10 minutes;
healthy publishes exit the poll on first visibility.

## Model Used

Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use via the Claude Code CLI.

## 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 (not applicable:
numeric workflow env tuning)
- [x] I have updated relevant documentation to reflect my changes
(workflow comment updated)
- [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
2026-08-21 00:18:46 -07:00
Devin Foley 16149a75fd ci(release): give npm publish visibility polling a 10-minute budget (#11834)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release workflow publishes every public package to npm per
master push (canary) and per promotion channel
> - `release.sh` polls the registry after each publish and aborts the
whole release when a version is not visible within 60 seconds
> - npm accepts publishes immediately, but its CDN can lag packument
propagation by several minutes; on 2026-08-21 this failed four
consecutive canary runs mid-loop even though every publish succeeded
> - This pull request sets the script's existing visibility-budget env
overrides at the workflow level to 10 minutes
> - The benefit is a release train that tolerates registry propagation
lag; a healthy publish still exits the poll on its first visible check

## Linked Issues or Issue Description

Not applicable for a `ci:` workflow tuning change. Evidence: four
consecutive `Release` runs on master failed in `publish_canary` with
"npm did not publish and expose <package>@<version>", while the raw
registry packument shows each of those versions present minutes later
(`2026.821.0-canary.0` accepted 01:36 UTC, visible 01:40;
`2026.821.0-canary.1` accepted 05:54, visible 05:57).

## What Changed

- Set `NPM_PUBLISH_VERIFY_ATTEMPTS: "30"` and
`NPM_PUBLISH_VERIFY_DELAY_SECONDS: "10"` in the `Release` workflow's
top-level `env`, raising `release.sh`'s post-publish visibility poll
from 60 seconds to 5 minutes per package for every channel. Both
variables are existing overrides read by the script
(`scripts/release.sh` lines 311-312); no script change.
- Raised the four publish jobs' `timeout-minutes` from 45 to 90 so
several laggard packages fit inside the job without exhausting it before
the tag push / Docker / release steps.

## Verification

- `release.sh` reads the two env overrides with defaults
(`${NPM_PUBLISH_VERIFY_ATTEMPTS:-12}` /
`${NPM_PUBLISH_VERIFY_DELAY_SECONDS:-5}`), so workflow-level env reaches
`publish_package_to_npm_and_wait` unchanged.
- Not run: a live release (needs the npm-canary environment). The next
master push exercises the canary path with the new budget.

## Risks

- Low risk: a genuinely failed publish now takes up to 5 minutes to
report instead of 1, and a pathological batch where most packages lag
the full budget still fails inside the 90-minute job — that pattern
means a real registry incident. The poll exits early on success, so
healthy releases are unaffected.

## Model Used

Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use via the Claude Code CLI (release log forensics against
raw registry packument timestamps).

## 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 (not applicable:
workflow env tuning)
- [x] I have updated relevant documentation to reflect my changes
(comment in the workflow documents the budget rationale)
- [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
2026-08-20 23:21:43 -07:00
Devin Foley db4defdfbf feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The instance settings surface (Access, Plugins, Adapters, General,
Experimental) assumes the person at the keyboard operates the whole
instance
> - Operators who host Paperclip for others — a managed cloud or an
internal shared server — expose settings pages and toggles that do not
apply to their deployment, and the related mutation APIs stay open
> - A hosted tenant can open Plugins or Adapters, try an action, and hit
a confusing failure, because only a few hardcoded platform floors exist
> - This pull request adds a generic, operator-configured visibility
mechanism: one env var hides declared settings surfaces in the UI and
floors their mutation routes with a stable 403 code
> - The benefit is a clean hosted-tenant settings surface for any
operator, with zero behavior change for normal self-hosted instances

## Linked Issues or Issue Description

**Subsystem affected**

Instance settings (server routes and UI), the shared settings registry
in `packages/shared`, and the `/api/health` bootstrap payload.

**Problem or motivation**

An operator who hosts Paperclip for other people cannot hide settings
surfaces that the platform manages. Tenants see Access, Plugins, and
Adapters pages, backup retention, and host-level experimental toggles
that do nothing useful for them. The mutation APIs behind these surfaces
also stay open, so a tenant admin can attempt actions the platform must
control. ROADMAP.md names a cleaner shared deployment story as a goal
("Teams should be able to run the same product in hosted or semi-hosted
environments without changing the mental model").

**Proposed solution**

Add a declarative registry of hideable settings surfaces and one env
var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot,
reports it on `/api/health`, and rejects value-changing writes to hidden
surfaces with a stable `settings_operator_managed` 403 code. The UI
reads the list from the health payload and removes the hidden pages,
sections, and toggles from navigation, routes, and page content. Unknown
keys warn and are ignored, so one list can roll across a fleet with
mixed app versions. With the variable unset, behavior is byte-identical
to today.

**Alternatives considered**

- Hardcode the hidden set for cloud instances in this repo: rejected,
because each hosting operator needs a different policy, and policy does
not belong in shared code.
- Deliver the hidden set through the managed-config document: rejected,
because that channel is cloud-specific and fail-closed on unknown
fields; a plain env var works for any operator, including self-hosted
shared servers.
- Lock the controls with a badge instead of hiding them: rejected for
these surfaces, because they are meaningless to tenants, not merely
platform-controlled; the existing managed-overlay lock stays the right
tool for controlled flags.

**Roadmap alignment**

Supports the "shared deployment story" item in ROADMAP.md: hosted and
semi-hosted deployments keep the same product with a settings surface
that matches what the tenant can actually do.

## What Changed

- New `packages/shared/src/settings-visibility.ts`: registry of hideable
surfaces (every instance settings page — profile, environments, access,
heartbeats, experimental, plugins, adapters; every Instance → General
section; every experimental flag as `instance.experimental.<key>`), the
`PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed`
error code. The General page stays visible as the settings root and
redirect target.
- New `server/src/services/settings-visibility.ts`: parse-once accessor;
unknown keys log one warning and are ignored.
- `/api/health` reports `hiddenSettings` on every response shape; the
field is omitted when nothing is hidden.
- Server floors on hidden surfaces, with same-value echo tolerance (the
`executionMode` precedent): field-backed general sections and
experimental keys reject value-changing PATCHes, and hiding the whole
Experimental page floors every toggle; plugin lifecycle and config
writes, adapter management writes, and the Access admin routes (reads
included) return 403 `settings_operator_managed`. Reads the app itself
needs (plugin `ui-contributions`, adapter metadata, plugin job trigger)
stay open. Pages without instance-scoped mutation routes are hidden in
the UI only.
- UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route
gate (hidden pages redirect to the settings root); the settings sidebar
and tab bar drop hidden entries; remembered settings paths remap to the
default page; `InstanceGeneralSettings` skips hidden sections; every
`ExperimentalToggleCard` now carries its flag key and renders nothing
when hidden.
- Removed the dead `InstanceSidebar` component (referenced only by its
own test).
- Docs: `docs/deploy/environment-variables.md` documents the variable
and the key registry.

## Verification

- `pnpm vitest run` over the new and extended suites: shared registry
and parser, representative floor tests per route class (changed-value
403, same-value echo 200, unset env 200, page-level Experimental
hiding), the health field, the route gate, nav filtering, and
section/card hiding with one hidden example per surface kind — 168 tests
pass.
- Full root `pnpm typecheck` passes.
- Manual: booted a server with the variable set. `/api/health` lists the
keys; an unknown key logs one warning and the server boots; hidden pages
redirect; hidden sections and cards do not render; hidden-field PATCH
returns 403 with `details.code = "settings_operator_managed"`; a
same-value echo returns 200. Unset the variable: the full settings
surface returns and responses are byte-identical to master.

## Risks

- Low risk for self-hosted instances: with the variable unset, the
hidden set is empty, the health field is omitted, and no floor
activates.
- Flooring plugin config writes assumes hosted deployments configure
plugins through the platform. If a future bundled plugin needs
tenant-entered config, the floor needs a narrow carve-out.
- Hidden-key floors tolerate same-value echoes, so API clients that
round-trip full GET responses keep working.
- Hiding a toggle does not change its value; operators pair hiding with
the desired default where the value matters.

## Model Used

Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use, driven through the Claude Code CLI (file edits, test
execution, and live-server verification loops).

## 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
2026-08-20 17:54:44 -07:00
Devin Foley de9645ab73 fix(ui): surface live runtime status in the task-chat tail before the first transcript token (#11802)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Runs on sandbox execution targets spend their first minutes in
preparation phases — config seed, workspace and skills sync into the
sandbox — before the agent CLI produces its first transcript token
> - The engine already reports these phases through the runtime-progress
mechanism (`onRuntimeProgress` →
`recordCurrentHeartbeatRunRuntimeProgress` → `currentStatusMessage` on
the live run), and the pre-task-chat issue view surfaced them in its
live status line
> - The chat-style task view's live tail dropped that affordance: with
zero renderable transcript entries it shows an opaque "Waiting for
transcript..." for minutes, which reads as a hang (and prompted a real
is-this-broken investigation on a healthy run)
> - This pull request surfaces the live run's `currentStatusMessage` as
the tail's empty-state message, with the generic wait text as fallback
> - The benefit is that operators watching a sandbox run see "Syncing
workspace to sandbox" instead of wondering whether the run is stuck —
for every adapter, with no adapter identities involved

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The chat-style task view's live transcript tail (`TaskChatThread` →
`TaskChatLiveTail`), introduced with the experimental chat-style task
view.

**Current behavior**

While a live run has no renderable transcript entries yet — the normal
state for the multi-minute sandbox preparation window — the tail shows a
static "Waiting for transcript...". The run's live
`currentStatusMessage` (e.g. "Syncing workspace to sandbox", emitted by
the sandbox-managed runtime's progress reporting) is available on the
same live-run object but unused by this surface, although the earlier
issue-chat view did display it.

**Proposed behavior**

When the tail is streaming a live run and no transcript rows exist yet,
the empty-state message prefers the run's `currentStatusMessage`; the
generic wait text remains the fallback when no runtime status has been
reported (e.g. local runs that produce output immediately, or the brief
pre-status window).

**Reason and benefit**

The preparation phases are real, reportable progress that the engine
already emits. Showing them turns a minutes-long apparent hang into a
legible status, for every adapter and execution target, using data the
view already receives.

## What Changed

- `ui/src/components/TaskChatThread.tsx`: the live tail's `emptyMessage`
prefers `liveRun.currentStatusMessage` (guarded to the run the tail is
actually streaming) over the static "Waiting for transcript..."
fallback. Queued runs keep "Waiting to start...".
- `ui/src/components/TaskChatThread.test.tsx`: a test covering both
branches — a live run with a runtime status shows it (and not the wait
text), and a run without one keeps the generic message.

## Verification

- `vitest run ui/src/components/TaskChatThread.test.tsx
ui/src/components/task-chat/TaskChatLiveTail.test.tsx`: 22/22 pass
(including the new test)
- `pnpm --filter @paperclipai/ui typecheck`: clean
- Reproduced live: a `claude_local` run on a Daytona sandbox environment
showed "Waiting for transcript..." for the full sync window; with this
change the same window shows the streamed preparation statuses

## Risks

- Low: a one-expression change to an empty-state string, active only
while a live run has produced no renderable transcript rows. The
fallback path is byte-identical to today.
- `currentStatusMessage` is truncated/humanized upstream by the
runtime-progress reporter; this surface renders it verbatim in the same
muted style as the wait text.

## Model Used

- Anthropic, **Claude Fable 5** (`claude-fable-5`) via Claude Code, with
repository, shell, and Git tooling. It traced the runtime-progress
mechanism end-to-end (engine emitter → heartbeat recorder → live-run API
→ both thread views), identified the dropped affordance in the
chat-style view, and wrote the fix and test.

## 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
2026-08-20 12:47:20 -07:00
Devin Foley 933749e01f test(server): deflake postgres teardown and pinned exposure port (#11667)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server test suite gates every merge and every release cut.
> - Three server tests each failed exactly once on markdown-only or
unrelated diffs, then passed on rerun.
> - One of the three (the git-operation-scheduler owner/joiner race) was
fixed on master independently by
[#11671](https://github.com/paperclipai/paperclip/pull/11671) while this
PR was open, so after rebasing this pull request carries the remaining
two.
> - A flaky gate makes release operators rerun CI and stop trusting red
results.
> - Each remaining flake has a real nondeterminism: a teardown race and
a hard-coded host port.
> - This pull request removes the nondeterminism from the two tests
without weakening what they prove.
> - The benefit is a test gate that fails only when the product is
broken.

## Linked Issues or Issue Description

- [x] I searched open and closed issues and pull requests for these test
files and for these failures. I found no duplicate report or fix.

**What happened?**

Three one-off CI failures occurred during release operations, each on a
diff that could not have caused it, and each passed on rerun:

1. Run
[32086355930](https://github.com/paperclipai/paperclip/actions/runs/32086355930):
`server/src/__tests__/interaction-resolution-cross-issue-cap-postgres.test.ts`
— all 7 tests passed, but vitest recorded an Unhandled Error and failed
the run: `TypeError: Cannot read properties of null (reading 'write')`
at `postgres@3.4.9/src/connection.js:255 Immediate.nextWrite`.
2. Run
[32096743814](https://github.com/paperclipai/paperclip/actions/runs/32096743814):
`server/src/services/workspace-git-operation-scheduler.test.ts` — the
test "coalesces the same canonical key and cleans single-flight state
after success and failure" failed with an AssertionError: the two
concurrent calls came back with the `singleFlightJoined` values swapped.
*(Fixed on master by
[#11671](https://github.com/paperclipai/paperclip/pull/11671) with an
equivalent single-flight barrier while this PR was open; the fix was
dropped from this PR on rebase and the file is no longer touched here.)*
3. Run
[32196201529](https://github.com/paperclipai/paperclip/actions/runs/32196201529):
`server/src/services/workspace-runtime-exposure.test.ts` — the test
"keeps an existing runtime port that is already inside the dedicated
range" failed once out of 610 recorded runs because the runtime came
back on a relocated port instead of the pinned 42500.

**Expected behavior**

The tests pass on every run when the code under test is correct. A red
result means a product defect, not scheduling luck on the CI host.

**Steps to reproduce**

Each flake is a low-probability race, but both remaining mechanisms
reproduce deterministically:

1. Postgres teardown: the suite never ends the postgres.js pool behind
`createDb`; `afterAll` only stops the embedded server. postgres.js
batches small writes and flushes them with `setImmediate`
(`connection.js` `nextWrite`), and `close()` nulls the socket. Stop the
server while the pool is open and a pending flush can run after the
socket is gone.
2. Exposure pinned port: hold any loopback socket on 42500 or 52500
(both are inside the default Linux ephemeral port range, 32768–60999)
and run the test. The allocator correctly relocates, and the assertion
fails with `expected 42000 to be 42500`. The client side of any loopback
connection on the CI host can land on those ports.

**Paperclip version or commit**

Branched from `master` at `4b968d8c0`; rebased onto `5a1ce7aed`.

**Privacy checklist**

I reviewed this description and removed private instance URLs, internal
task identifiers, credentials, and user paths.

## What Changed

Both fixes are test-side. I found no product race.

- `interaction-resolution-cross-issue-cap-postgres.test.ts`: `afterAll`
now ends the drizzle/postgres.js pool (`db.$client.end()`) before it
stops the embedded Postgres server. `end()` waits for in-flight queries,
including a fire-and-forget wake that lands just after a response, and
closes the sockets from the client side first. Sibling suites (for
example `heartbeat-plugin-environment.test.ts`) already use this order;
this suite had skipped the pool shutdown.
- `workspace-runtime-exposure.test.ts`: the pinned-port test no longer
hard-codes 42500. It scans the dedicated range with the suite's real
loopback probe, finds the lowest free app/HMR pair, then pins the next
free pair strictly above it. If the keep-preferred-port path broke, the
ascending fallback scan would return the lower pair, so the assertion
keeps its discriminating power while no longer betting on one fixed host
port staying free.
- *(Dropped on rebase: the `workspace-git-operation-scheduler.test.ts`
coalescing fix, superseded by the equivalent barrier merged in
[#11671](https://github.com/paperclipai/paperclip/pull/11671).)*

## Verification

- Reproduced the exposure flake exactly: with a listener held on
`127.0.0.1:52500`, the pre-fix test fails with `expected 42000 to be
42500`; the fixed test passes with the port still held.
- The postgres flake is a probabilistic teardown race and I could not
trigger it on demand. The mechanism is established from `postgres@3.4.9`
source (`setImmediate`-batched `nextWrite` versus `close()` nulling the
socket) and the fix removes the whole class by closing the pool before
the server.
- Repeat runs after the fix: the pinned-port exposure test 20/20 green
while the Postgres suite looped concurrently for loopback churn;
`interaction-resolution-cross-issue-cap-postgres.test.ts` 15/15 green
with no unhandled errors.
- Re-verified after rebasing onto `5a1ce7aed`: both changed test files
pass and `tsc --noEmit` passes in `server/`.
- Environment note: three unrelated tests in
`workspace-runtime-exposure.test.ts` (the wildcard-bind diagnosis tests)
fail on macOS before and after this change because they read `/proc`;
they are untouched and pass on Linux CI.

## Risks

- Low risk: both changes are test-only; no product code changed.
- The pinned-port test keeps a tiny time-of-check/time-of-use window
between its own probe and the runtime's bind. The window shrinks from
"one fixed port must stay free across the whole CI fleet" to
milliseconds on a pair just verified free.

> 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 Fable 5 (Claude Code) — model ID `claude-fable-5`, with
repository tools and local code execution for reproduction and
repeat-run 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
2026-08-20 11:27:39 -07:00
Devin FoleyandHawik 1d0e826767 feat(acpx/ui): adapter-declared capabilities for verbose streaming backends (no behavior change by default) (#11761)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local agent adapters stream their work through the shared acpx
engine, which every ACP adapter (`claude_local`, `codex_local`,
`gemini_local`, custom ACP) runs on
> - Verbose streaming backends break two shared-engine behaviors: the
auto-posted run summary concatenates every text delta including the
thought stream (a long multi-tool run once auto-posted a ~50k character
monologue as an issue comment), and token-by-token tool-argument
streaming floods the run log with tens of thousands of
placeholder-titled in-progress events per run
> - These fixes were developed inside the `kimi_local` adapter PR, where
Kimi Code's streaming volume (~16,000 text deltas per run vs ~290 for a
comparable Claude run) surfaced both problems
> - Changing this behavior for all adapters at once is a fleet-wide
risk, and hardcoding adapter identities in shared code does not scale to
many adapters (or work at all for externally-shipped plugin adapters) —
so the behaviors become invocation-config parameters that an adapter's
own acpx config builder sets, with defaults preserving today's behavior
byte-for-byte
> - The benefit is that the machinery lands fully tested with zero
behavior change for existing adapters — pin tests prove it — the engine
carries no adapter identities, and any adapter (including `custom_acp`
configs for external backends) opts in declaratively

## Linked Issues or Issue Description

- Refs #9967 — extracted from the `kimi_local` adapter PR and
restructured to be inert by default; the commit preserves the original
author's (@hawikk) authorship.

**Current behavior**

When an acpx-engine run ends without the agent leaving a comment, the
auto-posted summary is every streamed text delta concatenated, thought
stream included. Backends that stream tool arguments emit tens of
thousands of placeholder-titled `in_progress` tool events into the
stored run log, pinning the live activity indicator to a generic "tool
call". There is no mechanism for an adapter to vary either behavior, and
shared code must never branch on adapter identities.

**Proposed behavior**

Two engine invocation-config parameters, read with behavior-preserving
defaults: `summaryStrategy` (`"full"` = existing concatenation, the
default; `"lastOutputSegment"` = segment output at tool starts, exclude
thought stream, post the last non-empty segment) and
`coalescePlaceholderToolUpdates` (`false` = never drop an event, the
default; `true` = coalesce placeholder-titled in-progress updates). An
adapter opts in from its own acpx config builder — the engine has no
per-adapter knowledge, no adapter identity appears anywhere in shared
code, and `custom_acp` agent configs can set the same knobs for external
verbose backends.

**Reason and benefit**

Existing adapters are provably unaffected — new pin tests assert the
default path's summary and tool-event output byte-for-byte, so any
future change that alters behavior for claude/codex/gemini/custom fails
the suite. The verbose-backend handling still lands fully tested,
activated declaratively by the adapter that needs it (the `kimi_local`
adapter PR sets both knobs in its config builder).

## What Changed

- `packages/adapter-utils/src/acpx-engine/execute.ts`: the run
preparation parses `summaryStrategy` and
`coalescePlaceholderToolUpdates` from the invocation config (validated,
defaulted); summary accumulation and `emitRuntimeEvent` branch on the
prepared values. The default path is the pre-existing code
(`textParts.join("")`, no event filtering). `buildAcpxRunSummary` is the
exported last-segment strategy.
- `packages/adapter-utils/src/acpx-engine/execute.test.ts`: a pin test
asserting the default path's exact summary (thought stream included) and
full tool-event stream (placeholder-titled in-progress updates present,
names restored); opt-in tests for each knob; a `buildAcpxRunSummary`
unit test.

- `ui/src/adapters/types.ts`: `UIAdapterModule` gains an optional
`transcriptPresentation` capability — `maxVisibleEntries` (issue-chat
transcript window, default 30) and `liveReasoningView` (`"ticker"`
default; `"scrollLog"` renders live reasoning in a scrollable
auto-following box with one entry per tool call).
- `ui/src/lib/issue-chat-messages.ts` and
`ui/src/components/IssueChatThread.tsx`: shared code resolves the hints
via `findUIAdapter(adapterType)` with today's defaults as fallback — no
adapter identities anywhere. The `scrollLog` rendering component ships
here but is unreachable until an adapter declares it.
- `ui/src/lib/issue-chat-messages.test.ts`: a capability test registers
a synthetic verbose adapter and asserts the wider window; the
pre-existing test keeps pinning the default 30-entry window.

No adapter declares any of this in this PR — every adapter renders and
summarizes exactly as before, and there is no per-adapter data anywhere.
The `kimi_local` adapter PR (#9967, stacked on this branch) is the first
consumer: it declares `transcriptPresentation` in its own UI module and
sets the engine knobs in its own acpx config builder.

## Verification

- Engine suite: 130/130 pass (126 existing + 4 new); chat suites
(`issue-chat-messages`, `IssueChatThread`, `RunChatSurface`): all pass
including the new synthetic-adapter capability test — 237 tests across
the touched surfaces
- The pin tests are the regression guard: the engine test encodes
today's summary text and tool-event sequence for a default-config run,
and the existing 30-entry-window test pins the default transcript
window, so "nothing changed for Claude/Codex users" is an executable
assertion, not a review judgment
- `pnpm --filter @paperclipai/adapter-utils --filter @paperclipai/ui
typecheck`: clean

## Risks

- Low: with no adapter setting the knobs, every code path taken in
production is the existing one. The only behavioral surface is additive
(an unused strategy and an unused filter), exercised by tests.
- The knobs are ordinary invocation-config keys, so a `custom_acp` agent
config can also set them — intended: an external verbose backend gets
the same handling without code changes. Both knobs only affect that
agent's own run summaries and run-log verbosity.

## Model Used

- Original implementation authored in #9967 by @hawikk (models
documented there: Moonshot AI Kimi K3 Coding via Kimi Code CLI 0.27.0,
OpenAI GPT-5 Codex, Anthropic Claude Opus 4.8). The commit preserves
that authorship.
- Extraction, restructuring into config-declared parameters, pin tests,
and verification: Anthropic, **Claude Fable 5** (`claude-fable-5`) via
Claude Code, with repository, shell, and Git tooling.

## 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: Hawik <davapa@gmail.com>
2026-08-20 10:37:58 -07:00
Devin Foley b5a3a863c3 feat(release): bootstrap new npm packages with a placeholder publish (#11757)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its release pipeline publishes a set of npm packages from CI with
npm trusted publishing (GitHub OIDC), gated by
`scripts/release-package-manifest.json`
> - A brand-new package name cannot be published by CI directly: the PR
bootstrap gate requires the name to resolve on npm, and a
trusted-publisher rule can only be configured after the package page
exists
> - The current bootstrap helper closes that gap by building the package
locally and publishing its real output from a maintainer machine —
before the PR that adds the package has passed CI or review
> - This pull request replaces that flow: the helper now publishes a
minimal deprecated placeholder at version `0.0.0` that only reserves the
name, so every real version ships from CI
> - The benefit is that unreviewed build output never reaches npm, and
the bootstrap runs from any checkout (including `master`, before the new
package's PR merges) with no local build

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The one-time npm bootstrap for a brand-new release package (`pnpm run
release:bootstrap-package`).

**Current behavior**

The helper builds the target package locally and publishes the real
build output from a maintainer machine. That content has not passed
repository CI or review at publish time. The helper also requires the
new package to exist in the local workspace, so it must run from the
(unmerged) PR branch that adds the package.

**Proposed behavior**

The helper publishes a three-file placeholder at version `0.0.0`
(manifest, README, and an `index.js` that throws a descriptive error),
waits for the registry to show the package, then deprecates it. The PR
bootstrap gate (`scripts/check-release-package-bootstrap.mjs`) only
requires the name to resolve on the registry, so the placeholder
satisfies it. The first real calver release from CI supersedes the
placeholder, and a stable release moves `latest` off it — the same
`latest` window that existed under the old flow, but containing an
explicit inert stub instead of unreviewed code.

**Reason and benefit**

Real package content only ever reaches npm from CI, after review and
merge. The bootstrap becomes safer (scope guard refuses names outside
`@paperclipai/`, already-published names are rejected) and simpler (no
local build, no workspace state, runs from any checkout).

**Breaking changes**

None at runtime. The helper's CLI surface changes: it now takes a
package name only (no directory selector) and drops `--skip-build`.
`doc/PUBLISHING.md` is updated to match.

## What Changed

- `scripts/bootstrap-npm-package.mjs`: replaced the build-and-publish
flow with a placeholder publish — stages `package.json` + `README.md` +
throwing `index.js` at version `0.0.0` in a temp directory, previews
with `npm publish --dry-run`, and publishes only with `--publish`.
One-time passwords are prompted interactively (never passed as
arguments, since they are single-use and would land in shell history),
with re-prompt on a rejected or expired code. After publishing, the
helper polls the registry until the package is visible (a first publish
can lag by minutes; verified live at ~5 minutes), requiring two
consecutive sightings before prompting for a second code and deprecating
the placeholder so accidental installs warn loudly; on timeout or
failure it prints the exact manual `npm deprecate` command. Added an
`@paperclipai/`-scope guard and a fail-fast error when `--publish` runs
without an interactive terminal. Removed the workspace-plan dependency
so it runs from any checkout.
- `scripts/bootstrap-npm-package.test.mjs`: rewrote for the new
interface — argument parsing, scope validation, the generated
placeholder files (manifest shape, throwing entry point, README), the
OTP re-prompt loop, and the registry poll (consecutive-sighting
requirement, timeout, transient-error tolerance) via injected fakes.
- `doc/PUBLISHING.md`: rewrote the "One-time bootstrap sequence for a
new package" section for the placeholder flow, including the `latest`
dist-tag window and the trusted-publishing setup ordering (placeholder
publish → trusted publisher rule → `"publishFromCi": true`).
- `.github/scripts/check-pr-release-bootstrap.mjs` (+ test, + wiring in
`run-quality-gates.mjs`): new informational commitperclip notice on PRs
that need this bootstrap. It fires when the PR newly release-enables a
package that is missing from npm, or adds an unpublished `publishFromCi:
false` package that published packages declare a `workspace:*`
dependency on, and names the exact maintainer command — so contributors
know the red `policy` check is not theirs to fix. It never fails the
gate (the `policy` job remains the enforcer), only looks up
scope-validated names on the registry, and stays quiet on registry
errors.

## Verification

- `node --test scripts/bootstrap-npm-package.test.mjs`: 13/13 pass
- `node --test .github/scripts/tests/*.test.mjs`: 147/147 pass (10 new
for the PR notice)
- `pnpm run test:release-registry`: 82/82 pass
- Replayed the new PR notice against a real historical PR's live API
data (files, manifest at base and head refs): with the registry in its
pre-bootstrap state it produces the exact maintainer instruction; with
the package bootstrapped it stays silent
- Full live end-to-end run: the flow bootstrapped
`@paperclipai/adapter-kimi-local` for real — dry-run preview (634-byte,
3-file tarball), publish, registry visibility after ~5 minutes of
propagation lag, deprecation confirmed via `npm view ... deprecated`
- Guards verified live: an already-published name is rejected, an
out-of-scope name (`left-pad`) is rejected, unknown options (including
the removed `--otp`) are rejected, and `--publish` in a non-interactive
shell fails fast before any network call

## Risks

- The `latest` dist-tag points at the deprecated `0.0.0` placeholder
until the first stable release supersedes it. This window also existed
under the old flow (which parked `latest` at a locally built version);
internal consumers are unaffected because release version rewrites pin
exact calver versions.
- The registry poll caps at ~10 minutes. If propagation is slower than
that, the helper prints the exact `npm deprecate ... --otp <code>`
command to run manually once `npm view` resolves.
- The helper no longer validates the name against the workspace release
plan, so a typo within the `@paperclipai/` scope would reserve a wrong
name. The dry-run preview shows the exact name before any publish.

## Model Used

- Anthropic, **Claude Fable 5** (`claude-fable-5`) via Claude Code, with
repository, shell, and Git tooling. It analyzed the existing bootstrap
flow and the release scripts (`release-package-map.mjs`,
`check-release-package-bootstrap.mjs`, `release.sh` dist-tag handling),
wrote the replacement script and tests, updated the documentation, and
ran the verification above.

## 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
2026-08-19 19:38:17 -07:00
Devin Foley 927ef58d04 docs(skills): changelog entries describe deltas, not repeats (#11663)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable release notes are drafted per release from the commit range
since the previous stable
> - Features evolve across consecutive releases, so a correct range
still produces entries that re-describe what the previous notes already
introduced
> - The first channel-train draft did exactly that for four themes, and
review caught it against the published previous changelog
> - This pull request adds the missing framing rule to the changelog
skill and mirrors it in the Discord skill
> - The benefit is that consecutive releases read as a progression
instead of repeating themselves

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The authoring guidance in `.agents/skills/release-changelog/SKILL.md`
and `.agents/skills/release-changelog-discord-message/SKILL.md`.

**Current behavior**

The skills define the range and the sections but say nothing about
features the previous stable's notes already introduced. A draft for a
follow-up release naturally re-describes them as if they debuted
(observed in the v2026.821.0 draft: the chat conversation view, sandbox
output streaming, the raised import cap, and the channel system — all
already announced in v2026.817.0's notes).

**Proposed behavior**

The changelog skill instructs the author to read the previous stable's
notes first and phrase already-introduced features as deltas ("last
release introduced X; this release makes it the default"), demoting
follow-through themes out of Highlights. The Discord skill's highlight
guidance mirrors the rule.

**Reason and benefit**

Consecutive changelogs read as a progression; readers of both releases
never see the same debut twice.

## What Changed

- `.agents/skills/release-changelog/SKILL.md`: a "describe deltas, not
repeats" guideline in Step 4, with the read-the-previous-notes
instruction and the headline-demotion rule.
- `.agents/skills/release-changelog-discord-message/SKILL.md`: one
mirrored bullet in the template notes.

## Verification

- Docs-only; proofread. The rule matches the fix applied to the live
v2026.821.0 draft (#11661), which is the worked example of what it
prevents.

## Risks

- None; docs-only.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-18 16:41:00 -07:00
Devin Foleyandgithub-actions[bot] ffaac1d7f9 docs(release): stable notes for the 2026.818.0-beta.1 soak (v2026.821.0) (#11661)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channels promote a soaked beta to stable, and the
promotion reads the stable's release notes from
`releases/beta/v<beta-version>.md` on master
> - Beta `2026.818.0-beta.1` is soaking now, and the release workflow
auto-drafted its notes skeleton on this branch at publish time
> - This pull request rewrites that skeleton into the finished changelog
for the upcoming stable
> - The stable preflight fails without this file on master, so this PR
must merge before promotion day
> - The benefit is release notes reviewed during the soak instead of
written at the gate

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The release-notes flow for the upcoming stable (planned `v2026.821.0`,
promoting beta `2026.818.0-beta.1`, source `664052f8e`).

**Current behavior**

The branch holds the machine-generated skeleton: grouped commit subjects
for the 172-commit range from v2026.817.0's content baseline
(`8f7b8b3fd`).

**Proposed behavior**

The finished changelog in the established release voice: verified
Breaking Changes, Highlights, Improvements, Fixes, an Upgrade Guide
covering migrations 0212–0222 and the new environment variables, and a
verified community contributor list.

**Reason and benefit**

Notes get real review during the soak; the promotion just reads the
merged file.

## What Changed

- Rewrite `releases/beta/v2026.818.0-beta.1.md` from skeleton to
finished notes. Headline themes: chat-style tasks as the default
experience, Tailscale HTTPS managed runtime exposure, sandbox capability
contract with live output streaming, in-product Claude/Codex sign-in,
chunked resumable company imports, and the completed release-channel
automation.
- Five verified breaking/behavior changes, including the
`enableTaskChatRedesign` → `enableClassicTaskInterface` toggle inversion
and migration `0218`'s conservative resolver-policy remap.
- Contributors: 172 commits from 32 non-bot authors; 22 verified
community handles listed (founders/core excluded per the canonical list;
4 authors omitted as unverifiable rather than guessed).

## Verification

- Every cited PR number resolves to a commit subject in the range.
- No internal ticket identifiers.
- Handles verified via noreply emails, co-author trailers, or `gh api
users/<name>`.
- The version/date header says the planned promotion (`v2026.821.0`,
2026-08-21); if promotion slips, only that header needs a touch-up — the
beta-keyed filename is date-independent.

## Risks

- Docs-only. If a newer beta supersedes `2026.818.0-beta.1` before
promotion, this file stays as history and the new beta gets its own
draft.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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

---------

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2026-08-18 16:40:32 -07:00
Devin Foley e434829889 fix(release): draft-notes baseline survives candidate-cut stables (#11647)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release workflow drafts the upcoming stable's notes skeleton at
beta publish, ranging from the last stable to the beta's source commit
> - Stables cut from candidate branches leave their tag off master's
lineage, so the ancestor-only baseline rule skips them and falls back a
whole release too far
> - The first live draft did exactly that: it ranged from v2026.722.0
instead of the just-shipped v2026.817.0 and re-included everything
already released
> - This pull request replaces the baseline rule with a merge-base walk
over stable tags and adds a candidate-branch regression fixture
> - The benefit is a correct draft range for every stable lineage:
master-cut, candidate-cut, and promoted-older-source

## Linked Issues or Issue Description

**What happened?**

The first `draft_stable_notes` run (for beta `2026.818.0-beta.1`)
generated `releases/beta/v2026.818.0-beta.1.md` with the range
`v2026.722.0..664052f8e` — 311-commits-worth of already-shipped
v2026.817.0 content re-included.

**Expected behavior**

The draft ranges from the point the shipped stable's content diverges
from the beta source. For v2026.817.0 (cut from
`candidate/release-2026.817.0`) that is the promoted source commit
`8f7b8b3fd`, giving the 172 commits of genuinely-new work.

**Steps to reproduce**

Ship a stable from a candidate branch (tag lands off master's lineage),
then publish a beta from master and read the generated skeleton's range
line.

**Paperclip version or commit**

master at `664052f8e`.

Related (not duplicates): #11567 introduced the generator; its
ancestor-only rule was itself a review fix for the newest-by-version
rule, and this PR is the second iteration with the lineage case the
first fix missed.

## What Changed

- `scripts/draft-stable-notes.sh`: the range start comes from walking
stable tags newest-first and taking the first whose merge-base with the
beta source is a proper ancestor of the source. Candidate-cut stables
resolve to the promoted commit, master-lineage stables to the tag
itself, and tags containing the source are skipped (an older-source
promotion cannot produce an empty range). The skeleton header prints a
runnable short-sha range with the stable tag as a labeled baseline.
- `scripts/draft-stable-notes.test.mjs`: new regression fixture with the
stable tag on an unmerged candidate branch; the existing older-source
and fallback fixtures still pass unchanged.

## Verification

- `node --test scripts/draft-stable-notes.test.mjs` — 8 pass, including
the new fixture.
- Regenerated the live `2026.818.0-beta.1` draft against the real
repository: range start resolves to `v2026.817.0 (merge-base
8f7b8b3fd)`, 172 commits, shipped-in-stable subjects absent, post-beta
subjects present.
- `bash -n` on the script.

## Risks

- Low risk: the script only produces a draft file; publishes are
untouched. The live skeleton branch for `2026.818.0-beta.1` is
regenerated with the corrected output (machine-owned branch, force-push
by design).

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-18 14:51:58 -07:00
Devin Foley 393da0f67c fix(adapter-utils): graft unrelated imported histories instead of failing the run (#11638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - At run finalize, the host imports the sandbox git history and
reconciles it with the local worktree in `integrateImportedGitHead`
> - Transported workspaces are depth-1 shallow clones, so the boundary
commit reads as parentless inside the sandbox
> - A `git commit --amend` there rewrites the boundary commit into a
root commit, and the re-imported history no longer connects to the host
history
> - `git merge-tree` has no common base to merge against, so the sync
throws "Failed to merge concurrent remote git histories" and the run
fails with its work stranded in the sandbox
> - This pull request grafts the imported tree onto the current head as
a single commit instead of failing
> - The benefit is that a history rewrite inside the sandbox can no
longer lose a run's work

## Linked Issues or Issue Description

No existing issue found. I searched issues and PRs for "unrelated
histories", "Failed to merge concurrent", and "shallow". Depends on
#11637 (merged; the graft commit reuses its identity constant). This PR
is now rebased onto `master`.

**What happened?**

An agent run amended a commit inside its sandbox workspace to address
review feedback. The sandbox clone is depth-1 shallow, so git treated
the boundary commit as parentless and the amend produced a root commit.
At finalize, the host-side sync failed with `Failed to merge concurrent
remote git histories for <sha>` and the run was marked failed. A
follow-up run had to repair the branch by hand: fetch the true parent
from origin and rebuild the commit with `git commit-tree`.

**Expected behavior**

The sync must never strand completed work. When the imported history
shares no ancestor with the local one, the imported tree should still
land on the current head, with the imported message preserved and the
graft recorded.

**Steps to reproduce**

1. Start a run whose workspace transport uses the shallow clone path
(`withShallowGitWorkspaceClone`, depth 1).
2. Inside the sandbox workspace, run `git commit --amend` on the
boundary commit. The result is a parentless root commit.
3. Finish the run. The host-side `integrateImportedGitHead` finds no
merge base, `merge-tree` fails, and the run fails.

## What Changed

- `git-workspace-sync.ts`: new exported
`createUnrelatedHistoryGraftCommit` helper. It reads the imported head's
tree and message, and creates one commit on top of the current head with
the deterministic sync identity and a trailer that records the graft and
both shas.
- `integrateImportedGitHead` (both the remote-git-sync version and the
SSH copy in `ssh.ts`): when `merge-base` reports no common ancestor,
graft instead of throwing. The ref update keeps the same
compare-and-swap and concurrent-retry semantics as the merge path.
- The graft is gated on `git merge-base` exiting with status 1 — the
no-ancestor signal. Operational failures (timeout, missing object,
repository error) keep the loud merge failure instead of rewriting the
tip.
- New regression tests: one builds the exact shallow-amend shape (a root
commit rebuilt from the base tree) and asserts the graft lands on the
current head with the imported tree, subject, and graft trailer; one
integrates a well-formed sha the repository does not hold and asserts
the integration still throws with the branch tip unchanged.

## Verification

- `pnpm vitest run
packages/adapter-utils/src/git-workspace-sync.test.ts` — 19/19 pass
(includes the new graft test and the merge-base failure-discrimination
test).
- `pnpm --filter @paperclipai/adapter-utils typecheck` — clean.
- Full `pnpm vitest run packages/adapter-utils`: every file passes
except `local-process-sandbox.test.ts`, which fails identically on an
untouched `master` checkout on macOS (bubblewrap-dependent,
pre-existing, unrelated).

## Risks

- Behavioral shift: unrelated imported histories previously failed the
integration; now they land as a squash-graft. In this degenerate case
there is no base to merge against, so the imported tree is taken
wholesale and concurrent local-only tree changes are superseded at the
tip. The local commits keep their place in the graft's ancestry, and the
trailer records both shas, so nothing is unrecoverable. The old behavior
lost the imported work instead, which is the worse failure for an
autonomous run.
- The graft reuses the imported head's commit message, so branch history
still reads naturally after a sandbox rewrite.

## Model Used

- Claude Fable 5 (`claude-fable-5`), extended thinking, via Claude Code
CLI (tool use for code exploration, test runs, and 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 (no
doc surface describes this internal sync 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
2026-08-18 11:14:39 -07:00
Devin Foley 9ea8143c87 fix(adapter-utils): give sync-created merge commits a deterministic git identity (#11637)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Runs execute in transported workspaces; at finalize, the host syncs
the sandbox git history back into the local worktree
> - When both sides advanced, `integrateImportedGitHead` reconciles them
with `git merge-tree` plus `git commit-tree` on the host
> - Execution hosts are often containers with no git config and no
resolvable hostname, so `commit-tree` fails with "Author identity
unknown"
> - That one local command failure marks the whole run as failed, even
though the run's work succeeded
> - This pull request gives sync-created merge commits an explicit,
deterministic identity at the call site
> - The benefit is that workspace finalize no longer depends on ambient
host git configuration

## Linked Issues or Issue Description

No existing issue found. I searched issues and PRs for "Author identity
unknown", "unrelated histories", and "commit-tree identity".

**What happened?**

A run finished its work, but workspace finalize failed. The host-side
sync ran `git commit-tree <tree> -p <localHead> -p <importedHead> -m
"Paperclip remote git sync merge <sha>"`. Git exited with `Author
identity unknown ... fatal: unable to auto-detect email address (got
'node@<container-id>.(none)')`. The adapter recorded the whole run as
failed, and the host worktree kept the stale head. Any container
deployment without a global gitconfig reproduces this; I observed it on
a Paperclip Cloud stack.

**Expected behavior**

Commits that the sync machinery itself creates must not depend on
ambient host git configuration. The merge commit is machine-authored, so
it should carry a deterministic Paperclip identity.

**Steps to reproduce**

1. Run the Paperclip server in a container with no
`user.name`/`user.email` git config and a hostname git cannot turn into
an email.
2. Let a run's sandbox branch diverge from the host worktree, so both
sides advance.
3. Workspace finalize calls `integrateImportedGitHead`. The `git
commit-tree` step fails with "Author identity unknown" and the run
fails.

## What Changed

- `git-workspace-sync.ts`: new exported `GIT_SYNC_COMMIT_IDENTITY_ARGS`
(`-c user.name=Paperclip -c user.email=noreply@paperclip.ing`), applied
to the `commit-tree` call in `integrateImportedGitHead`.
- `ssh.ts`: the SSH-sync copy of `integrateImportedGitHead` applies the
same identity args to its `commit-tree` call.
- New regression test: builds divergent histories in a repo with no
configured identity and asserts the sync merge commit is created with
the deterministic identity, correct parents, and merged tree.

## Verification

- `pnpm vitest run
packages/adapter-utils/src/git-workspace-sync.test.ts` — 18/18 pass.
- `pnpm --filter @paperclipai/adapter-utils typecheck` — clean.
- Negative proof: with the source fix stashed, the new test fails on the
identity assertion.
- Full `pnpm vitest run packages/adapter-utils`: every file passes
except `local-process-sandbox.test.ts`, which fails identically on an
untouched `master` checkout on macOS (bubblewrap-dependent,
pre-existing, unrelated).

## Risks

Low risk. The change only adds `-c` identity flags to two
machine-generated commit invocations. `GIT_AUTHOR_*` / `GIT_COMMITTER_*`
environment variables still take precedence over `-c` when an operator
sets them, so existing deployments that configure an identity keep their
behavior.

## Model Used

- Claude Fable 5 (`claude-fable-5`), extended thinking, via Claude Code
CLI (tool use for code exploration, test runs, and 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 (no
doc surface describes this internal sync path)
- [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
2026-08-18 11:00:54 -07:00
Devin Foley 664052f8ea feat(release): draft stable notes at beta publish, read them from master at promotion (#11567)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channel system promotes builds canary → nightly → beta →
stable, and stable releases publish a GitHub Release from
`releases/vYYYY.MDD.P.md`
> - The stable lane requires that notes file to exist inside the
promoted source commit, but the file is named for the promotion date,
which is unknown when the source commit is created
> - A promoted beta can therefore never pass the notes check: every
happy-path stable is forced through the candidate-branch fix path, with
a soak-gate justification, for a notes-only change
> - This pull request drafts the notes automatically when the beta is
published and lets the stable promotion read them from `master`
> - The benefit is a walkable stable happy path: the soak gate stays
exact, notes get a real review window during the soak, and the
justification path returns to its real purpose (cherry-picked fixes)

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The stable promotion path in the release channel system (`release.yml`,
`scripts/release.sh`).

**Current behavior**

`release.sh stable` requires `releases/vYYYY.MDD.P.md` in the
checked-out source tree, and `publish_stable` checks out the exact
promoted SHA. The soak gate requires a `beta/v*` tag to point at that
same SHA. No commit can satisfy both for a promoted beta, so a stable
promotion must cut a candidate branch with a notes-only commit and
bypass the soak gate with a written justification. Release notes are
also written at promotion time, under time pressure, with no review
window.

**Proposed behavior**

When a beta publishes, a `draft_stable_notes` job generates a grouped
notes skeleton at `releases/beta/v<beta-version>.md` and pushes it to a
machine-owned branch; a human opens the PR and edits it during the 3-day
soak. The stable preflight resolves notes before the `npm-stable`
approval gate: source-tree notes first (the candidate fix path,
unchanged), then the merged beta-keyed file on `master`; it fails early
with the missing path named when neither exists. After the stable ships,
a canonicalization job pushes a branch that moves the file to
`releases/vYYYY.MDD.P.md`.

Related (not duplicates): #11006 and #11008 introduced the nightly and
beta lanes this builds on; older changelog PRs (for example #10669)
authored notes manually at promotion time, which is the flow this
replaces.

**Reason and benefit**

The happy path becomes: promote the exact soaked SHA, no justification,
notes reviewed during the soak instead of written at the gate. The
`releases/vYYYY.MDD.P.md` invariant still holds durably via the
canonicalization PR.

## What Changed

- `scripts/release.sh`: new `--notes-file PATH` (stable only) overrides
where the pre-publish notes check looks, so notes can live outside the
source checkout without dirtying the worktree.
- `scripts/create-github-release.sh`: same `--notes-file` override for
the GitHub Release body.
- `scripts/draft-stable-notes.sh` (new): deterministic skeleton
generator — commit subjects from the newest stable tag (falling back to
the previous beta, then full history) to the beta's source commit,
grouped into Features / Fixes / Other.
- `.github/workflows/release.yml`:
- `draft_stable_notes` job after `publish_beta`: runs the generator and
force-pushes `release-notes/v<beta-version>`; the job summary links the
compare page. It recreates the beta tag locally if the tag push was
rejected (the known workflows-permission case), so drafting is not
blocked on manual tag recovery.
- `preflight_stable`: computes the target stable version (`release.sh
stable --print-version`) and resolves the notes source (`source_tree` →
`master_beta` → fail early / warn on dry run); new outputs.
- `publish_stable`: materializes `master`-side notes into `RUNNER_TEMP`
and passes `--notes-file` to both scripts; outputs the published stable
version.
- `canonicalize_stable_notes` job: pushes the `git mv` branch after a
stable that used `master`-side notes.
- `doc/RELEASING.md`, `doc/RELEASE-CHECKLIST.md`: document the
drafted-notes flow, the preflight resolution order, and the
canonicalization step; the LLM changelog flow now targets the draft
branch during the soak.
- `.agents/skills/release-changelog/SKILL.md`,
`.agents/skills/release-changelog-discord-message/SKILL.md`: the
notes-authoring skills now describe this flow — range ends at the beta
source commit (not `HEAD`), the file is beta-keyed on the
`release-notes/v<beta-version>` branch (seeded with
`scripts/draft-stable-notes.sh` for betas that predate the automation),
and the canonicalization link caveat is called out for announcements.

## Verification

- `node --test scripts/draft-stable-notes.test.mjs` — 6 tests, temp
git-repo fixtures: grouping, stable-tag range, previous-beta and
full-history fallbacks, default output path, malformed version, missing
tag.
- `node --test scripts/release-lib.test.mjs` — unchanged suite still
green.
- `bash -n` on both changed shell scripts; `release.yml` re-parsed as
YAML.
- `./scripts/release.sh stable --print-version` unchanged (prints the
next stable version); `--notes-file` on a non-stable channel fails with
a clear error.
- Not exercised end-to-end: the new workflow jobs need a real beta
publish to run. The first beta after merge is the live test; the draft
job is additive and cannot affect the publish result (it runs after
`publish_beta` completes).

## Risks

- Low risk to publishing itself: `--notes-file` defaults preserve
today's behavior everywhere; the draft and canonicalization jobs are
additive and run after the publishes succeed.
- The preflight now fails a real stable run when no notes are found.
That is the intended fail-early behavior (it previously failed later,
inside `publish_stable`, after the `npm-stable` approval).
- `draft_stable_notes` force-pushes only the machine-owned
`release-notes/v<beta-version>` branch; a beta re-cut regenerates it
cleanly.
- The stable version computed at preflight could differ from the
published one if a run crosses UTC midnight between the two jobs; the
materialized notes are passed by path, so the publish still succeeds,
and the canonicalization job uses the actually-published version.

## Model Used

Claude Fable 5 (Claude Code)



## Pre-submission 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
2026-08-17 20:47:23 -07:00
Devin Foley 6691c57e54 docs(release): reconcile v2026.817.0 release notes to master (#11590)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable release notes live at `releases/vYYYY.MDD.P.md` on master as
the durable record
> - v2026.817.0 shipped from a candidate branch, so its notes file
exists on that branch and in the GitHub Release, but not yet on master
> - This pull request lands the exact shipped notes at the canonical
path
> - The benefit is a complete stable-notes record on master, and the
FULL RELEASE NOTES link in announcements resolves

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `releases/` record on master.

**Current behavior**

`releases/` on master ends at `v2026.722.0.md`. The v2026.817.0 notes
exist only on `candidate/release-2026.817.0` and in the published GitHub
Release.

**Proposed behavior**

`releases/v2026.817.0.md` exists on master, byte-identical to what the
release published.

**Reason and benefit**

Complete history at the canonical path; the standard notes link
(`releases/v2026.817.0.md` on master) resolves for the announcement.

## What Changed

- Add `releases/v2026.817.0.md`, taken verbatim from the candidate
branch the release was published from (tag `v2026.817.0`, commit
`213dabab4`).

## Verification

- `git diff v2026.817.0 -- releases/v2026.817.0.md` against this branch
is empty (byte-identical to the shipped file).
- Docs-only; no code surface.

## Risks

- None; docs-only. The candidate branch is deleted after this merges
(the `v2026.817.0` tag keeps its commits reachable).

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-17 20:33:45 -07:00
49217aadf0 refactor: balance serialized server shards by recorded suite duration (#11528)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100). -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The PR verify workflow gates every pull request; its wall-clock time
sets the feedback loop for all contributors
> - In a recent successful PR run (actions run 32012408876), the slowest
check was "Verify serialized server suites (1/5)" at 337s, while its
four sibling shards finished in 212-238s
> - The serialized lane assigns suites to shards round-robin over an
alphabetical list, so the heavy heartbeat and issues suites cluster on
one runner
> - The general-server lane already solves this with a duration-aware
LPT partition backed by a recorded manifest
> - This pull request reuses that partitioner for the serialized lane
with a fresh per-suite duration manifest
> - The benefit is a balanced serialized matrix: the measured 968s suite
total levels to about 194s per shard, which removes about 80-100s from
the run's slowest check

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `Verify serialized server suites` shard matrix in
`.github/workflows/pr.yml` distributes route/authz test suites across
five runners.

**Subsystem affected**

CI / test infrastructure (`scripts/run-vitest-stable.mjs`).

**Current behavior**

`selectSerializedSuites` assigns suites round-robin (`index %
shardCount`) over the alphabetically sorted file list. The heavy suites
cluster on shard 1/5. In actions run 32012408876, shard 1/5 spent 291s
in its test step while the other shards spent 170-201s, which made that
job (337s total) the slowest check of the whole PR run.

**Proposed behavior**

Partition the serialized suites with the same duration-aware LPT
algorithm the general-server lane already uses
(`scripts/general-server-shard.mjs`), backed by a new per-suite duration
manifest. All five shards then carry about 194s of measured test time.

**Reason and benefit**

The slowest check bounds PR feedback time. Balancing the serialized
matrix removes about 80-100s from that bound without adding runners.

**Breaking changes**

None. The partition remains deterministic, complete, and
non-overlapping; suites missing from the manifest get the median weight.

## What Changed

- Added `scripts/serialized-shard-durations.json`: per-suite wall-clock
durations (ms) for all 134 serialized suites, sampled from actions run
32012408876 by diffing consecutive per-suite label timestamps in the
shard logs (captures vitest spawn overhead, not just reported test time)
- `scripts/run-vitest-stable.mjs`: `selectSerializedSuites` now uses the
existing LPT partitioner (`selectGeneralServerShard`) with the new
manifest instead of round-robin
- `scripts/__tests__/run-vitest-stable-shard.test.mjs`: added a
manifest-freshness test and a shard-balance test for the serialized
lane, mirroring the general-server ones
- `.github/workflows/pr.yml`: updated the serialized matrix comment with
the new measurement and mechanism

## Verification

- `node --test ./scripts/__tests__/run-vitest-stable-shard.test.mjs`
passes (13 tests), including the existing test that the serialized
shards form a complete, non-overlapping partition
- Dry-run of all five shards shows estimated totals of
194/194/194/194/193s (round-robin was 276/175/160/172/187s):
`node scripts/run-vitest-stable.mjs --mode serialized --shard-index N
--shard-count 5 --dry-run`
- The `Verify serialized server suites` jobs on this PR run the real
partition end to end

## Risks

- Low risk. Selection logic only; the vitest invocation per suite is
unchanged
- A stale manifest degrades gracefully: unknown suites get the median
weight, and a dedicated test fails if fewer than half the current suites
have recorded durations

## Model Used

- Claude (Anthropic), model ID `claude-fable-5`, agentic coding session
with tool use (Claude Code / Claude Agent SDK); no extended-thinking
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

Related prior work: #10923 (split serialized tests into five shards),
#10925 (general-server duration manifest), #11156 (workspaces-a native
shards).

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 20:30:44 -07:00
Devin Foley 48f4ae16ac fix(codex-local): keep a promoted device-login credential when re-seeding the managed home (#11578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The codex_local adapter supports a device login that runs in a
trusted sandbox and promotes the credential into the per-company managed
Codex home
> - The managed-home re-seeding step treats every regular-file
`auth.json` as apikey-mode residue and removes it so the shared-home
symlink can be restored
> - The promotion writes the company credential as a regular file, so
the first environment Test or run after a successful login deletes it
> - On a server with no shared Codex login — any containerized
deployment — nothing replaces the file, and the UI reports that the
sandbox has no ready authentication right after it reported a successful
login
> - This pull request makes the cleanup identity-anchored: a
subscription credential whose identity the shared source does not hold
survives re-seeding
> - The benefit is that a device login stays usable after Test and runs,
on hosts with and without a shared Codex login

## Linked Issues or Issue Description

No public GitHub issue covers this. The problem is described in-PR
following the bug template. Related public PRs:
[#11237](https://github.com/paperclipai/paperclip/pull/11237) added the
sandbox device login and the credential promotion,
[#11097](https://github.com/paperclipai/paperclip/pull/11097) added its
building blocks, and the `ensureSymlink` heal for stale copies came from
the fix for #5028.
[#9621](https://github.com/paperclipai/paperclip/pull/9621) touches the
adjacent sandbox auth sync-back lane but not this defect.

**Subsystem affected**

packages/adapters/codex-local — managed `CODEX_HOME` seeding
(`codex-home.ts`).

**Current behavior**

A successful device login promotes the subscription `auth.json` into the
company Codex home as a regular file, and the UI reports the login as
authenticated. The next `seedManagedCodexHome` call — the environment
Test probe and every execute both run it — removes any regular-file
`auth.json` when no API key is configured, because the cleanup assumes
such a file is apikey-mode residue left by a previous run. It then
symlinks `auth.json` from the shared source home. On a server whose
shared home has no Codex login (a container image, for example), there
is no source to symlink, so the home ends with no credential at all. The
Test probe then reports "The sandbox has no ready authentication for
this adapter" immediately after a successful login, and a fresh login
repeats the same cycle. On a server whose shared home does hold a login,
the symlink silently replaces the promoted account with the host
account.

**Expected behavior**

The credential a device login promoted stays in the company home across
Test probes and runs. The #5028 heal (a stale regular-file copy of the
shared credential becomes a symlink to the live source) and the
apikey-residue cleanup keep working.

**Steps to reproduce**

1. Run the server in an environment whose shared Codex home
(`$CODEX_HOME` or `~/.codex`) has no `auth.json`.
2. Complete a Codex device login for a company; the promotion writes the
company home `auth.json` and the UI reports authenticated.
3. Click Test on a codex_local agent (or start a run). The probe reports
no ready authentication, and the promoted `auth.json` is gone from the
company home.

**Proposed solution**

Make the cleanup identity-anchored, the same rule the promotion and the
cache vend already use. A regular-file `auth.json` survives re-seeding
when it holds a usable subscription identity that the shared source does
not also hold, and the shared symlink does not replace it. A
same-identity regular file is still the #5028 stale copy and is still
healed into the symlink, because the symlink serves the same account
with live, rotating tokens. An apikey-mode or unreadable file is still
removed.

## What Changed

- `seedManagedCodexHome` reads the target `auth.json` before the cleanup
and keeps it when `readSubscriptionAccountId` yields an identity the
shared source `auth.json` does not hold. The kept file is excluded from
the shared symlink pass, and the function logs a fixed line when it
keeps the file.
- The function doc comment states the kept-promoted-credential rule.
- Four new `seedManagedCodexHome` test cases: a promoted credential with
no shared auth, a promoted credential with a different shared identity,
the same-identity #5028 heal, and apikey-mode residue removal.

## Verification

```sh
cd packages/adapters/codex-local
npx tsc --noEmit         # clean
npx vitest run           # 28 files, 321 passed, 1 skipped
```

The four new cases fail on the previous code: the first two observed the
promoted file deleted (and, with a shared login present, replaced by the
shared symlink).

## Risks

Low risk. The change narrows one deletion path. Deployments that never
use the device login see no difference: without a promoted subscription
file, the cleanup and the symlink behave exactly as before, and the
#5028 heal is pinned by an existing test plus a new same-identity test.
The one deliberate behavioral shift: after a device login, the promoted
company credential now stays authoritative over the shared host login
for that company — which is the promotion's documented contract ("the
company credential slot").

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use and
code execution — investigation, implementation, and tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [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
2026-08-17 20:11:07 -07:00
Devin Foley adfb357223 docs(skills): maintain the release-credits exclusion list (#11588)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable release notes end with a Contributors section that credits
community contributors
> - The release-changelog skill excluded founders from that list, but
had no rule for non-founder core contributors
> - A release-notes draft therefore credited two core contributors as
community contributors
> - This pull request makes the exclusion list canonical in the
changelog skill and adds the core contributors
> - The benefit is that release credits consistently mean "community",
with one list to maintain

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Contributors rules in `.agents/skills/release-changelog/SKILL.md`
and the Community-section rules in
`.agents/skills/release-changelog-discord-message/SKILL.md`.

**Current behavior**

The changelog skill says to exclude "Paperclip founders (e.g.
`cryppadotta`, `forgottendev`, `devinfoley`, `sockmonster`,
`scotttong`)". Core contributors who are not founders are not covered,
so drafts credit them in the community list. The Discord skill refers to
"founders" in two places.

**Proposed behavior**

The changelog skill holds the canonical exclusion list of specific folks
— now including `nguyenm7`, `nickyleach`, and `tonio-alucema` — and both
Discord-skill references defer to that one list.

**Reason and benefit**

Release credits consistently mean community contributions, and there is
exactly one place to update when the core team changes.

## What Changed

- `.agents/skills/release-changelog/SKILL.md`: the exclusion rule names
specific folks, is the canonical list, and adds `nguyenm7`,
`nickyleach`, and `tonio-alucema`.
- `.agents/skills/release-changelog-discord-message/SKILL.md`: both
references ("Community" template note and the final checklist) defer to
the changelog skill's canonical list.

## Verification

- Docs-only change; rendered and proofread. No workflow, script, or test
surface is touched.

## Risks

- None beyond docs accuracy. If the canonical-list wording lands after
#11567 (which touches other sections of the same files), Git merges them
cleanly — the edited regions do not overlap.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-17 19:51:13 -07:00
Devin Foley 962e98b1be feat(server): operator declaration for platform edge TLS termination on the Claude login guard (#11579)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Claude local adapter supports a setup-token subscription login,
and its confidential routes pass a fail-closed transport guard
> - The guard accepts direct socket TLS, a local_trusted loopback peer,
or an allowlisted proxy peer that forwards https — and deliberately
never reads the global `TRUST_PROXY`
> - On a managed platform the edge terminates TLS, the app socket is
always plain HTTP, and the edge-proxy peer addresses are not stable or
documented, so none of the three cases can hold
> - Every login on such a deployment shows the clear-text transport
warning although the user's connection is HTTPS, and the agent-scoped
confidential routes fail closed entirely
> - This pull request adds a dedicated operator declaration that the
platform edge terminates TLS, as a fourth guard case
> - The benefit is a correct transport decision on managed platforms
with the default posture unchanged everywhere else

## Linked Issues or Issue Description

No public GitHub issue covers this. The problem is described in-PR
following the enhancement template. Related public PRs:
[#11347](https://github.com/paperclipai/paperclip/pull/11347) added the
new-agent login flow and the non-blocking transport advisory, and
[#11286](https://github.com/paperclipai/paperclip/pull/11286) added the
setup-token login and the guard with its `CLAUDE_LOGIN_TRUSTED_PROXIES`
allowlist.

**Subsystem affected**

server/ — the confidential transport guard for the Claude setup-token
login (`services/setup-token-session.ts`, `routes/agents.ts`, `app.ts`).

**Current behavior**

The guard allows a confidential response on direct socket TLS, on a
`local_trusted` loopback peer, or when the immediate peer is on the
dedicated `CLAUDE_LOGIN_TRUSTED_PROXIES` allowlist and forwards `https`.
Behind a managed platform's TLS-terminating edge (Railway, Render, Fly,
and similar), the app socket is plain HTTP and the edge-proxy peer
addresses are not operator-visible or stable, so the allowlist cannot
express them — IPv6 entries match by exact string only. The result: the
login panel shows "This connection is not encrypted" for a connection
that is HTTPS to the user, and the agent-scoped confidential routes
return the fixed no-secret error.

**Proposed behavior**

`CLAUDE_LOGIN_EDGE_TLS_TERMINATED=true` is an explicit, single-purpose
operator declaration that every client request reaches the server
through the platform's TLS-terminating edge. Under the declaration the
guard treats a request as confidential unless the edge itself labels the
client hop as plain `http` in `X-Forwarded-Proto`. The declaration is
never derived from the global `TRUST_PROXY` setting, which the guard
still never reads. Without the declaration, nothing changes.

**Reason and benefit**

The guard's spoofing concern does not apply to this deployment shape: a
client cannot pick its transport, because the platform admits HTTPS
only, and the header the guard consults is set by the platform edge, not
the client. A blanket warning that is always wrong teaches users to
ignore it. The declaration keeps the strict default for every deployment
that does not opt in, and it keeps the allowlist as the precise tool for
operators who do know their proxy addresses.

## What Changed

- `ConfidentialTransportConfig` gains optional `edgeTlsTerminated`
(default false), documented as the operator declaration for platform
edge TLS termination.
- `evaluateConfidentialTransport` adds the declaration as a guard case:
allowed unless the forwarded protocol's first hop is explicitly `http`
(reason `edge_labeled_plain_http` then; `operator_edge_tls_termination`
when allowed).
- `assessConfidentialStartup` reports `edge_tls_termination_declared`,
so the startup log shows why forwarded requests pass.
- `app.ts` parses `CLAUDE_LOGIN_EDGE_TLS_TERMINATED` (truthy:
`1/true/yes/on`) and passes it to the agent routes; the routes build the
guard config from it.
- The SR-7 operator-requirement comment on the setup-token routes
documents the new variable next to the allowlist.
- Tests: five new guard unit cases and a route case asserting the prompt
and code responses carry no `transportAdvisory` under the declaration.

## Verification

```sh
cd server
npx tsc --noEmit    # clean
npx vitest run src/services/setup-token-session.test.ts \
  src/routes/setup-token-route.test.ts \
  src/__tests__/openapi-routes.test.ts   # 3 files, 89 passed
```

The new "keeps failing closed when the declaration is absent" case pins
the unchanged default posture.

## Risks

The declaration is an operator statement the server cannot verify; an
operator who sets it on a deployment whose edge does not terminate TLS
re-labels plain-HTTP requests as confidential. This is the same trust
class as `CLAUDE_LOGIN_TRUSTED_PROXIES` (a wrong allowlist entry has the
same effect) and is opt-in, off by default, and scoped to the login
routes only. The guard still fails closed when the edge explicitly
labels a request `http`. No schema change, no API shape change —
`transportAdvisory` was already nullable.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use and
code execution — investigation, implementation, and tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [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
2026-08-17 17:46:45 -07:00
Devin Foley 2ec984502a fix(release): stop smoke_beta silently skipping on promote-mode betas (#11582)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channel system re-smokes every published beta as
post-publish verification (`smoke_beta`)
> - The candidate-branch beta lane (#11209) added
`verify_beta_candidate` to `publish_beta`'s needs; that job is skipped
on every normal promote-mode beta
> - `smoke_beta`'s condition has no status-check function, so GitHub
attaches an implicit `success()` that evaluates the needs chain
transitively — a skipped ancestor makes it false
> - This pull request makes the condition explicit so promote-mode betas
smoke again, and pins the shape in the workflow wiring test
> - The benefit is that the post-publish beta gate actually runs instead
of silently skipping

## Linked Issues or Issue Description

**What happened?**

Beta `2026.818.0-beta.0` (run 32082007439) published successfully, but
its post-publish `smoke_beta` job was skipped. No configuration or input
asked for that: the run was a plain `channel: beta` dispatch with
`dry_run` at its default `false`, and the same expression
`!inputs.dry_run` evaluated true inside `publish_beta`'s own steps (the
Docker dispatch step ran).

**Expected behavior**

Every non-dry-run beta publish is followed by the release smoke suite
against the exact published version, as documented in `doc/RELEASING.md`
and `doc/RELEASE-CHECKLIST.md`.

**Steps to reproduce**

Dispatch `release.yml` with `channel: beta` promoting a nightly (promote
mode). `verify_beta_candidate` is skipped by design; `publish_beta` runs
through its explicit `!cancelled()` condition; `smoke_beta` then skips
because its implicit `success()` sees the skipped ancestor in the
transitive needs chain (actions/runner#2205 semantics). The beta
published on 2026-08-11 predated #11209, so this never surfaced before.

**Paperclip version or commit**

master at `43ab441f0` (workflow file, current head).

Related (not duplicates): #11209 introduced the candidate lane whose
skipped job triggers this; #11208 covers the adjacent tag-push failure
playbooks.

## What Changed

- `smoke_beta`'s condition becomes `!cancelled() &&
needs.publish_beta.result == 'success' && !inputs.dry_run` — an explicit
status-check function suppresses the implicit `success()`, and the
result check keeps the dependency on a successful publish.
- A comment above the job records why the explicit form is load-bearing.
- `scripts/__tests__/release-verify-workflow.test.mjs` pins the new
shape so the implicit form cannot silently return.

## Verification

- `node --test scripts/__tests__/release-verify-workflow.test.mjs` — 8
pass, including the new assertion.
- `release.yml` re-parsed as YAML.
- The exact skip is visible on run 32082007439 (`smoke_beta: skipped`
after `publish_beta: success`); the coverage gap for that beta was
closed manually by dispatching `release-smoke.yml` with
`paperclip_version: beta` (run 32084880767).
- Not exercised end-to-end: the corrected condition needs the next real
promote-mode beta to demonstrate; the expression change is minimal and
the semantics are the documented actions/runner behavior.

## Risks

- Low risk: condition-only change on one job plus a test. Dry runs still
skip the smoke (`!inputs.dry_run` retained). Candidate-mode betas, where
`verify_beta_candidate` actually runs, behave as before.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-17 17:45:44 -07:00
Devin Foley 4af55ba6bd test(release-smoke): follow the onboarding wizard's chat-first rewrite (#11565)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channel system publishes a nightly build only after the
release smoke suite passes against the newest canary
> - The scheduled nightly run has failed every night since August 12, so
no nightly, and therefore no beta candidate, has shipped for six days
> - The failures are stale test locators, not a product regression: the
chat-first onboarding rewrite (#11101) changed wizard copy and the
post-launch destination
> - This pull request updates the smoke spec to match the current wizard
> - The benefit is a green nightly lane and an unblocked beta promotion

## Linked Issues or Issue Description

**What happened?**

The scheduled `Release` nightly run fails in `smoke_nightly / smoke`
every night since 2026-08-12. The failing spec is
`tests/release-smoke/docker-auth-onboarding.spec.ts`. Four assertions no
longer match the product after the chat-first onboarding rewrite
(#11101):

- The step-1 heading is now "Name your organization", not "Name your
company".
- The step-4 hire button is now "Connect", not "Give it a heartbeat".
- The seeded first task is now titled "Paperclip onboarding".
- A successful launch navigates to the seeded task's thread
(`/issues/<ref>`), not `/dashboard`.

**Expected behavior**

The smoke suite passes against a canary that contains the current
onboarding wizard, and the nightly lane publishes again.

**Steps to reproduce**

Run `.github/workflows/release-smoke.yml` against `paperclipai@canary`
(any version at or after the rewrite), or dispatch `release.yml` with
`channel: nightly`. Example red runs: 32014452506 (Aug 17), 31938284401
(Aug 16).

**Paperclip version or commit**

`2026.817.0-canary.12`

Related (not duplicates): #11190 updated this same spec for the
mission-first wizard; this PR is the follow-up for the chat-first
rewrite that landed after it.

## What Changed

- Update the step-1 wizard heading locator to "Name your organization".
- Update the step-4 hire button locator to "Connect" and reword the step
comment.
- Update `FIRST_TASK_TITLE` to "Paperclip onboarding" (the wizard's
current `DEFAULT_TASK_TITLE`).
- Assert the post-launch URL is the seeded task's thread (`/issues/`),
not `/dashboard`.

## Verification

- Local run of the exact CI harness: `scripts/docker-onboard-smoke.sh`
with `PAPERCLIPAI_VERSION=2026.817.0-canary.12`, then `pnpm run
test:release-smoke` against the container — 1 passed.
- The suite's later API assertions (company, CEO agent, mission goal,
seeded issue assignment, assignment-sourced heartbeat run) all pass
unchanged against the current canary.

## Risks

- Low risk: test-only change; no product code is touched.
- The spec remains copy-coupled to the wizard. If wizard copy churn
continues, a follow-up could add stable `data-testid` hooks to the
wizard so the smoke spec stops breaking on wording changes.

## Model Used

Claude Fable 5 (Claude Code)



## Pre-submission 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
2026-08-17 16:31:17 -07:00
Devin FoleyandClaude 9b1fd42ac1 test(grok-local): isolate billing env in usage cost test (#11285)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Local adapters report run output, token use, and cost data.
> - The Grok local adapter now reports real token use and cost data.
> - Its new billing test must prove the no-key path and the API-key
path.
> - The no-key assertion used the caller environment without isolation.
> - This made the test fail when `XAI_API_KEY` was already set.
> - This pull request isolates that environment state in the test.
> - The benefit is stable coverage for the cost gate from #10433.

## Linked Issues or Issue Description

Refs #10433

**What happened?**

The Grok local usage and cost test asserted subscription billing while
it still used the ambient process environment. If `XAI_API_KEY` was set
before the test ran, the adapter selected API billing instead. The
subscription assertion could then fail on a developer machine or a CI
runner with provider credentials.

**Expected behavior**

The test should prove the subscription path with no `XAI_API_KEY`. It
should also prove the API billing path with a test key.

**Steps to reproduce**

1. Start from `master` after #10433.
2. Set `XAI_API_KEY` in the shell environment.
3. Run `vitest` for
`packages/adapters/grok-local/src/server/execute.test.ts`.
4. Observe that the subscription half can take the API billing branch
without test isolation.

**Paperclip version or commit**

`master` after #10433.

**Deployment mode**

Built from source.

## What Changed

- Isolated `XAI_API_KEY` with save, delete, set, and restore logic
around both billing assertions.
- Gave the subscription and API billing checks separate run ids and temp
roots.

## Verification

- `XAI_API_KEY=ambient-test-key corepack pnpm exec vitest run
packages/adapters/grok-local/src/server/execute.test.ts`
- `corepack pnpm --filter @paperclipai/adapter-grok-local typecheck`

## Risks

Low risk. This changes test setup only. It does not change Grok local
adapter runtime behavior.

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

## Model Used

OpenAI GPT-5 Codex local coding agent. The agent used shell tools,
GitHub CLI, and local test execution. The context window size was not
exposed in this run.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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: Claude <noreply@paperclip.ing>
2026-08-13 13:58:05 -07:00
Devin Foley a09d7dcc06 feat(ui): bounce cold arrivals off archived company URLs, add Unarchive (#11302)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Archiving a company hides it from the sidebar switcher, but
remembered last-visited paths, browser history, bookmarks, and restored
tabs keep depositing users onto its URLs long after archiving
> - Since the selection ping-pong fix (#11300) those arrivals render,
but the user is stranded inside a workspace the sidebar refuses to show
— and unarchiving had no UI anywhere, so the only way back was a
hand-typed settings URL
> - This pull request bounces cold arrivals at archived company URLs to
an active company (with a toast naming why), lets deliberate visits
stick, and adds an Unarchive action to the companies list
> - The benefit is that stale URLs stop stranding users in retired
workspaces, and archived companies become restorable from the one page
that still lists them

## Linked Issues or Issue Description

Follow-up to #11300. No existing issue for the remaining gap;
description follows the enhancement template:

**What happened?**

After #11300, opening an archived company's URL (stale tab, history,
bookmark, remembered path) renders that company's pages — but the
sidebar switcher does not list it, so the user is stranded in a
workspace they retired, and every stale URL pulls them back in.
Separately, unarchiving a company has no UI: the archive button lives in
company settings, which becomes unreachable through normal navigation
once the company is archived.

**Expected behavior**

Arriving cold at an archived company's URL lands the user in an active
workspace, with a toast explaining the redirect. Explicitly choosing the
archived company (from the companies list) still works, so its pages
remain reachable. Archived companies can be restored from the companies
list.

**Steps to reproduce**

1. Create two companies; archive one.
2. Open `/{archivedPrefix}/dashboard` directly — before: renders the
archived workspace with no sidebar presence; after: bounces to the
active company's dashboard with a toast.
3. On the companies list, open the archived company's row menu — before:
no restore action anywhere; after: Unarchive.

## What Changed

- `ui/src/lib/company-selection.ts`: `resolveArchivedCompanyBounce` —
pure policy: bounce when the URL names an archived company that is not
the current selection and an active company exists; prefer the currently
selected active company as the destination.
- `ui/src/components/Layout.tsx`: the route-sync effect applies the
bounce (toast + selection + `replace` navigation) before syncing
selection from the route.
- `ui/src/pages/Companies.tsx`: Unarchive action (`PATCH status:
"active"`) in the row menu for archived companies.
- Tests: unit cases for the bounce policy; the e2e now drives all three
behaviors (direct-load bounce with toast, re-arrival bounce, deliberate
visit sticks) on top of the existing crash regression.

## Verification

- `pnpm vitest run src/lib/company-selection.test.ts
src/context/CompanyContext.test.tsx src/pages/Companies.test.tsx` in
`ui/` — 20 tests pass.
- `npx playwright test --config tests/e2e/playwright.config.ts
archived-company-url` — passes, covering bounce, toast, and
deliberate-visit paths.
- `pnpm typecheck` in `ui/` — clean.

## Risks

Low risk. The bounce only fires for archived-company URLs when the
archived company is not already selected and an active company exists;
all-archived instances render as before. Deliberate selection from the
companies list is unaffected (selection equals the matched company, so
no bounce). Unarchive reuses the existing `PATCH /api/companies/:id`
status transition the server already supports.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution, Playwright e2e).

## 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
2026-08-12 21:02:12 -07:00
Devin Foley d24a79f741 ci(dependabot): surface major npm updates as one grouped weekly PR (#11307)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Dependabot keeps the npm dependency tree and the GitHub Actions
workflows current with weekly update PRs
> - The npm config ignores every major version bump with a wildcard
`ignore` rule, and no other process reports pending majors
> - Major-version debt grows silently, and ignore rules also suppress
Dependabot security updates when the fix ships only in a newer major
> - Individual major PRs are not a good replacement: the board decided
in #7560 to keep the PR list mergeable, and a flood of breaking bumps
works against that
> - This pull request removes the blanket ignore and groups all pending
majors into one weekly PR, while minors and patches keep one PR per bump
> - The benefit is a standing, visible signal of pending major updates,
at a cost of at most one extra PR per week

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Dependabot npm update flow configured in `.github/dependabot.yml`.

**Current behavior**

Dependabot opens weekly PRs for minor and patch npm updates. A wildcard
`ignore` rule suppresses every major version update. No report or
reminder replaces the suppressed PRs — the comment says "review those
manually", but nothing triggers that review. Ignore rules also apply to
Dependabot security updates, so a security fix that ships only in a
newer major is suppressed as well.

**Proposed behavior**

Dependabot opens one grouped weekly PR that contains every pending major
npm update. Minor and patch updates keep their current one-PR-per-bump
flow. A deliberate hold on a specific major can use a targeted
per-dependency `ignore` entry instead of the wildcard.

**Reason and benefit**

Silent major-version drift compounds: each skipped major makes the
eventual upgrade jump larger and riskier, especially across
peer-dependency families. A single grouped PR makes the backlog visible
in the PR list without flooding it. When the grouped PR is green, it
merges cheaply. When it is red, it is a visible standing task instead of
invisible debt.

**Breaking changes**

None. This changes repository automation only. Runtime behavior,
response shapes, and outputs are unchanged.

**Additional context**

Related history: #7483 grouped patch/minor updates by dependency type,
and #7560 reverted that grouping because the resulting 26-package PR was
hard to merge. This PR does not touch the patch/minor flow. It only
groups majors, which currently produce no PRs at all — it adds a signal
that does not exist today rather than replacing individually mergeable
PRs.

## What Changed

- Removed the wildcard `ignore` rule for `version-update:semver-major`
from the npm ecosystem in `.github/dependabot.yml`.
- Added a `major-updates` group (`applies-to: version-updates`,
`update-types: ["major"]`, `patterns: ["*"]`) so all pending majors land
in one weekly grouped PR.
- Left the schedule, labels, PR limits, and the github-actions ecosystem
unchanged.

## Verification

- `npx js-yaml .github/dependabot.yml` parses cleanly and the `groups`
stanza follows the Dependabot v2 schema (`applies-to`, `update-types`,
`patterns`).
- After merge: check Insights → Dependency graph → Dependabot for config
errors. The next weekly run (Monday 06:00) opens a single
`major-updates` grouped PR that lists the pending majors.
- No code changed, so the test suite is unaffected.

## Risks

- Low risk. This is CI/automation configuration only.
- The first grouped PR may be large, and red if several majors break the
build. That is the intended visibility mechanism, and it does not block
other work. A noisy or deliberately held-back dependency can be excluded
from the group with `exclude-patterns` or a targeted per-dependency
`ignore` entry.
- This does not regroup minors or patches, so it does not reintroduce
what #7560 reverted.

## Model Used

- Claude Fable 5 (Anthropic), model ID `claude-fable-5`, via Claude Code
CLI, extended thinking and tool use enabled.

## 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 — N/A, YAML-only CI config
change; validated with `js-yaml`
- [ ] I have added or updated tests where applicable — N/A, no code
changed
- [x] I have updated relevant documentation to reflect my changes — none
reference the Dependabot config
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green — one e2e shard flaked on an
unrelated MCP UI spec and passed on re-run with identical code
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-12 21:00:41 -07:00
Devin Foley 61a5b7c6f9 fix(ui): stop the selection ping-pong on archived company URLs (#11300)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI keeps a selected company in `CompanyProvider` with two
writers: a bootstrap effect that repairs invalid selections, and a
Layout route-sync effect that selects the company the URL prefix names
> - The route-sync matches the URL against the full company list
(archived included), while the bootstrap resolver only accepted
companies from the sidebar-filtered non-archived list
> - On any archived company's URL the two effects overwrite each other's
selection in a synchronous loop until React throws error #185 ("Maximum
update depth exceeded") and unmounts the root to a blank page — armed by
remembered last-visited paths, back/forward navigation, or bookmarks, on
first load and client navigation alike
> - This pull request makes an already-selected company only need to
exist, keeping the sidebar filter for fresh-boot resolution where no
explicit selection exists
> - The benefit is that archived company URLs render instead of blanking
the entire app

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

Opening (or back-navigating to) a URL whose company prefix belongs to an
archived company blanked the whole app with `Minified React error #185`.
Console in dev mode: "Maximum update depth exceeded. This can happen
when a component calls setState inside useEffect…". A workspace whose
first/seeded company was archived hit this on every load of its
remembered URL.

**Expected behavior**

An archived company's URL renders its pages (the company still exists
and its API routes serve data). The sidebar simply does not feature
archived companies, and fresh boots still land on a non-archived
company.

**Steps to reproduce**

1. Create two companies; archive one (`PATCH /api/companies/:id` with
`status: "archived"`).
2. Navigate to `/{archivedPrefix}/dashboard` — direct load or
client-side back-navigation.
3. Before this fix: React #185 and an unmounted blank page (reproduced
deterministically by the new e2e test).

## What Changed

- `ui/src/context/CompanyContext.tsx`:
`resolveBootstrapCompanySelection` keeps an explicitly selected company
that exists in the full company list; stored-id and default resolution
still prefer sidebar (non-archived) companies.
- `ui/src/context/CompanyContext.test.tsx`: resolver keeps an
archived-but-existing selection; a truly deleted selection is still
replaced.
- `tests/e2e/archived-company-url.spec.ts`: end-to-end regression
driving both field shapes (direct load and back-navigation onto an
archived company URL); it failed with the exact #185 console errors
before the fix and passes after.

## Verification

- `pnpm vitest run src/context …` in `ui/` — 122 tests pass (includes
the new resolver cases).
- `npx playwright test --config tests/e2e/playwright.config.ts
archived-company-url` — fails before the fix (captured "Maximum update
depth exceeded" console errors), passes after.
- `pnpm typecheck` in `ui/` — clean.

## Risks

Low risk. The only behavioral change is that a selection naming an
archived-but-existing company survives the bootstrap repair — previously
that state was unreachable without crashing. Boots with no valid
selection behave exactly as before (non-archived preferred), covered by
the existing and new resolver tests.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution, Playwright-driven crash reproduction).

## 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
2026-08-12 15:40:33 -07:00
Devin Foley ff5fd62d07 Resolve the environment secret companyId context on first save (#11291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give agent runs an execution target, and their env vars
can carry secrets, so writes need a company scope for secret bindings
> - `PATCH /environments/:id` resolves that scope from a query param,
existing bindings, or a single-membership actor — and fails closed
otherwise
> - A fresh environment has no bindings yet, so an admin whose
memberships cannot pin one company gets a 422 on the very first env var
save and can never create the first binding
> - #11200 made this reachable from the UI: it opened the envVars-only
edit on the managed sandbox row, but the UI never sends the company it
already knows
> - This pull request sends the page's selected company on environment
updates and adds a server fallback to the instance's only company
> - The benefit is that the first env var save works on fresh
environments, while multi-company ambiguity still fails closed

## Linked Issues or Issue Description

Refs #11200

**What happened?**

On a fresh platform-managed sandbox environment, the first "Save
environment variables" in the UI fails with HTTP 422: "Environment
secret management requires a companyId context during the
instance-scoped transition." The same failure hits any environment
update that touches `envVars` or `config` when the environment has no
secret bindings yet and the actor's memberships do not name exactly one
company (for example an instance admin provisioned without a membership
row, or a user in two companies).

**Expected behavior**

The save succeeds. The client tells the server which company scopes the
secret bindings, and on a single-company instance the server can resolve
the only possible scope by itself.

**Steps to reproduce**

1. Provision a platform-managed sandbox environment (managed-config
`environments` entry) so the row exists with no secret bindings.
2. Sign in as an instance admin whose memberships do not resolve to
exactly one company.
3. Open Environments, edit the managed row, add an env var, and save.
4. The PATCH returns 422 with the companyId-context error.

## What Changed

- `ui/src/api/environments.ts`: `environmentsApi.update` accepts an
optional `companyId` and sends it as the `companyId` query param the
server already reads. Renamed the `customImageCompanyQuery` helper to
`companyIdQuery` since it now serves plain updates and probes too.
- `ui/src/pages/CompanyEnvironments.tsx`: both the managed envVars-only
save and the general environment save pass `selectedCompanyId`.
- `server/src/routes/environments.ts`:
`resolveEnvironmentSecretContextCompanyId` falls back to the instance's
only company when exactly one exists, mirroring the existing fallback in
`resolveCustomImageCompanyId`. Multi-company instances still fail
closed.
- Tests: three new route tests (explicit query context for a
multi-company actor, single-company-instance fallback for a
membership-less admin, fail-closed regression on a multi-company
instance), and updated the SSH-probe and probe-ambiguity tests for the
new fallback.

## Verification

- `cd server && pnpm vitest run
src/__tests__/environment-routes.test.ts` — 78 pass.
- `cd ui && pnpm vitest run src/pages/CompanyEnvironments.test.tsx` — 22
pass.
- Full `server` and `ui` vitest suites and `tsc --noEmit` on both
packages pass locally.
- Manual: on a managed instance, edit the managed sandbox environment,
add an env var, save. Before: 422. After: the save persists and the
PATCH carries `?companyId=`.

## Risks

- Low risk. The explicit query param path already existed on the server;
the UI now uses it.
- Behavioral shift: on single-company instances, environment
secret-context resolution (including `POST /environments/:id/probe`) now
resolves the only company instead of returning no context. That lets
probes resolve secret-backed config where they previously returned a 422
asking for an explicit companyId. Multi-company instances keep the
fail-closed behavior, covered by a regression test.
- Self-hosted single-company instances gain the same first-save fix; no
schema or config changes.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-12 11:32:15 -07:00
Devin Foley c57c0f7498 fix(sandbox-providers): accept bsdtar listings in the syncOut tarball confinement check (#11289)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandbox providers (Daytona, Kubernetes) sync run results back to the
host with a sandbox-authored tarball
> - Before extraction, a confinement check parses the host `tar -tvf`
listing and fails closed on unparseable lines
> - The parser only understands the GNU tar listing dialect; macOS ships
bsdtar, whose ls-style listing never matches
> - Every sandbox syncOut on a macOS host therefore aborts with
"refusing tarball with an unparseable entry listing", and the run fails
at copy-back
> - This pull request teaches the parser both dialects while keeping the
fail-closed and traversal guarantees
> - The benefit is that Daytona and Kubernetes sandbox runs work on
macOS hosts, with no behavior change on Linux

## Linked Issues or Issue Description

No existing issue. Bug description:

**What happened?**

On a macOS host, every Daytona sandbox run fails at syncOut. The adapter
reports: `Daytona syncOut refusing tarball with an unparseable entry
listing: -rw-r--r-- 0 daytona daytona 7560 Aug 11 21:43 AGENTS.md`. The
Kubernetes provider has the same parser and fails the same way.

**Expected behavior**

The confinement check accepts a well-formed listing from the host tar,
whichever dialect the host tar emits. It still rejects members that
escape the extraction directory, and it still fails closed on lines it
cannot parse.

**Steps to reproduce**

1. Run Paperclip on macOS (system tar is bsdtar).
2. Configure an agent with the Daytona sandbox provider.
3. Trigger any run that syncs files back from the sandbox.
4. The run fails at syncOut with the unparseable-entry-listing error,
because bsdtar prints `<perms> <links> <user> <group> <size> <Mon> <day>
<time|year> <name>` while the parser expects the GNU `<perms>
<owner>/<group> <size> <date> <time> <name>` shape.

**Operating system**

macOS (bsdtar 3.5.3). Linux hosts with GNU tar are unaffected.

## What Changed

- Extracted the listing-line parse in both providers' `file-sync.ts`
into an exported `parseTarVerboseListingLine` that accepts the
GNU/busybox dialect and the bsdtar (libarchive) dialect.
- The GNU shape now requires the slash-joined `<owner>/<group>` field.
This keeps the two shapes mutually exclusive. Without it, a bsdtar line
with numeric uid/gid satisfies the loose GNU pattern shifted by one
field, which would hide a leading `../` from the traversal check.
- Unparseable lines still fail closed. This includes device-node
entries, whose size column is `major,minor` in both dialects.
- Made the path-traversal fixture in the Daytona suite portable: GNU
spells member renaming `--transform`, bsdtar spells it `-s`.
- Added a Daytona test that refuses a sandbox-authored tarball carrying
a symlink whose target escapes the extraction dir.
- Added parser unit tests for both dialects (file, dir, symlink,
hardlink, numeric owner, year-form dates, fail-closed lines) to both
providers' suites.

## Verification

- `pnpm test` in `packages/plugins/sandbox-providers/daytona`: 136/136
pass on a macOS host. On unpatched `master` the round-trip test fails
there with the unparseable-entry-listing error.
- `pnpm test` in `packages/plugins/sandbox-providers/kubernetes`: the
new parser tests pass; no new failures against the `master` baseline on
the same host.
- `pnpm typecheck` passes in both packages.
- CI runs the same suites on Linux/GNU tar and proves the GNU path is
unchanged.

## Risks

- Low risk. The GNU pattern is one token stricter (`<owner>/<group>`
must contain `/`). GNU and busybox tar always print the slash-joined
owner field, so accepted GNU listings are unchanged.
- The bsdtar branch only widens acceptance on hosts that were failing
100% of syncOuts before, so no working deployment changes behavior.
- The check still fails closed on anything neither pattern matches.

## Model Used

Claude Fable 5 (`claude-fable-5`, Claude Code CLI, extended thinking +
tool use).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-12 11:24:11 -07:00
Devin Foley 01112c350c fix(ui): always give respondWith a real Response in the sw fetch fallback (#11292)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI registers a service worker (`ui/public/sw.js`) with a
network-first fetch handler whose cache is an offline fallback
> - The fallback hands `event.respondWith` the result of
`caches.match(...)`, which resolves `undefined` on a cache miss — and in
the navigation branch, `caches.match("/") || offlineResponse` never uses
the fallback because `caches.match` returns a promise, which is always
truthy
> - When the network fetch rejects (server restart, deploy, brief
outage) and the cache misses, the browser fails the request with
`Uncaught (in promise) TypeError: Failed to convert value to
'Response'`, so navigation breaks outright instead of degrading to the
offline page
> - This pull request awaits the cache lookups and guarantees a real
`Response` on every path
> - The benefit is that brief server unavailability degrades to the
offline fallback instead of a dead navigation

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

Navigating while the server was briefly unavailable (mid-restart)
produced `The FetchEvent for "…" resulted in a network error response:
the promise was rejected.` and `sw.js:1 Uncaught (in promise) TypeError:
Failed to convert value to 'Response'.` The navigation failed instead of
showing the offline fallback.

**Expected behavior**

A failed navigation serves the cached app shell when present, otherwise
the "Offline" 503 response. A failed asset fetch serves its cache entry
when present, otherwise a proper network-error response. `respondWith`
always receives a real `Response`.

**Steps to reproduce**

1. Load the app so `sw.js` is active; ensure `/` is not in the service
worker cache (fresh cache version).
2. Restart or stop the backend.
3. Navigate to any page: the fetch rejects, `caches.match` misses, and
the browser logs the conversion TypeError with a failed navigation.

## What Changed

- `ui/public/sw.js`: the fetch fallback awaits `caches.match(...)` and
returns the "Offline" 503 for navigations and `Response.error()` for
assets when the cache misses.
- `ui/src/lib/sw-offline-fallback.test.ts`: evaluates the real `sw.js`
in a sandboxed scope and covers the three fallback paths; the two
miss-path tests fail against the previous code.

## Verification

- `pnpm vitest run src/lib/sw-offline-fallback.test.ts` in `ui/` — 3
tests pass.
- Verified both miss-path tests fail against the unmodified `sw.js`.

## Risks

Low risk. The change only affects the fetch-rejection path; successful
fetches and cache hits behave exactly as before. `Response.error()`
mirrors what the browser would produce for an unhandled failed no-cors
fetch.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with tool use (code search, edit, test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-12 11:23:18 -07:00
Devin Foley 2c53437fc9 fix(server): authenticate cloud-proxied browsers on the live-events websocket (#11290)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI receives live run/issue events over a websocket at
`/api/companies/:id/events/ws`; the server authorizes upgrades with a
bearer token or a Better Auth session
> - On a cloud-managed deployment, browsers authenticate through trusted
`x-paperclip-cloud-*` headers injected by the managing front door — they
never hold a local Better Auth session, and the Express middleware lane
that understands those headers is not consulted for websocket upgrades
> - Every browser websocket upgrade behind the front door therefore
resolves no identity and is rejected 403: the live-events socket has
never connected on a managed instance, leaving permanent reconnect churn
and console failure noise while the UI silently degrades to polling
> - This pull request adds a cloud-actor lane to the upgrade
authorization, reusing the same trusted-header resolver the HTTP
middleware uses
> - The benefit is working realtime updates on managed instances, an end
to the reconnect churn, and unchanged self-hosted behavior

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

On a cloud-managed instance, the browser console shows `WebSocket
connection to 'wss://…/api/companies/<id>/events/ws' failed:` repeating
indefinitely for every company, on a healthy instance. The server
rejects each upgrade with 403 because `authorizeUpgrade` in
`server/src/realtime/live-events-ws.ts` only knows bearer tokens and
Better Auth sessions, while cloud-proxied browsers authenticate via
`x-paperclip-cloud-*` trusted headers (handled only by the Express
`actorMiddleware` lane in `server/src/middleware/auth.ts`).

**Expected behavior**

A browser that authenticates through the trusted cloud headers can open
the live-events websocket for any company in its membership scope,
exactly as it can call the HTTP API for those companies.

**Steps to reproduce**

1. Run Paperclip in `authenticated` mode behind a proxy that injects the
`x-paperclip-cloud-*` headers with a valid
`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN`.
2. Load any company page in a browser (no local Better Auth session).
3. HTTP API calls succeed; every `/events/ws` upgrade is rejected 403
and the UI retries forever.

## What Changed

- `server/src/middleware/auth.ts`: `resolveCloudTenantActor` now accepts
a minimal `CloudActorHeaderSource` (`header(name)`) instead of an
Express `Request` — `Request` satisfies it unchanged — plus
`cloudActorHeaderSourceFromHeaders` to adapt raw
`IncomingMessage.headers`.
- `server/src/realtime/live-events-ws.ts`: `authorizeUpgrade` gains an
injected `resolveCloudActor` lane, tried before the Better Auth session
fallback in `authenticated` mode. A resolved cloud actor is
authoritative: the upgrade is authorized only for a company in the
actor's membership scope (`companyIds`, the same scope the HTTP lane
grants). Absent/unresolvable cloud headers fall through to the session
path.
- `server/src/index.ts`: wires `resolveCloudActor` through
`resolveCloudTenantActor` + the header shim. The resolver self-gates:
without `PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` and a matching trust token
it returns null, so self-hosted deployments never take this path.
- Tests: upgrade authorized for an in-scope company (session resolver
not consulted), rejected for an out-of-scope company, fall-through to
session auth when no cloud actor resolves; header-shim resolution from a
raw lowercased header map including `string[]` values.

## Verification

- `pnpm vitest run server/src/__tests__/live-events-ws.test.ts
server/src/middleware/cloud-tenant-actor.test.ts` — 25 tests pass.
- `pnpm typecheck` in `server/` — clean.
- Not verified live end-to-end: that requires a managed instance running
this build; the direct probe evidence (HTTP authenticated fine, every WS
upgrade 403) matches the code path exactly.

## Risks

Low risk. The new lane only activates when the deployment configures the
cloud trust token and the request presents it; both checks already
protect the HTTP lane. Authorization scope is the same `companyIds` set
the HTTP middleware computes (primary stack company plus the user's real
membership rows). The cloud resolver's user/company materialization
writes are debounced (existing behavior shared with the HTTP lane), so
websocket reconnect storms do not amplify database writes. Self-hosted
instances see no behavioral change, covered by the fall-through test.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution; diagnosis included live websocket handshake probes against a
managed instance).

## 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
2026-08-12 11:22:50 -07:00
Devin Foley f16071a290 fix(ui): use a fictional tailnet hostname in the vite proxy test (#11248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI dev server proxies `/api` to the backend and injects
`x-forwarded-host`; a unit test asserts that injection with a sample
Host header
> - The sample Host header is a contributor's real machine and tailnet
hostname, committed to the public repository
> - Real personal hostnames do not belong in a public codebase, and this
one also contains the contributor's OS username, so
`scripts/check-forbidden-tokens.mjs` (which forbids the local username)
blocks `npm` publishing from that contributor's machine
> - This pull request replaces the fixture with a fictional
tailnet-style hostname
> - The benefit is no personal identifiers in the test fixtures and a
passing forbidden-token check for every contributor

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

`ui/src/lib/vite-api-proxy.test.ts` uses a real contributor dev-machine
hostname as its `Host` header fixture. `node
scripts/check-forbidden-tokens.mjs` fails on that contributor's machine
because the hostname contains their OS username, blocking the publish
flow. Introduced in #10718.

**Expected behavior**

Test fixtures use fictional hostnames. The forbidden-token check passes
on every contributor machine.

**Steps to reproduce**

1. On a machine whose OS username appears in the fixture hostname, run
`node scripts/check-forbidden-tokens.mjs`.
2. The check reports the two lines in
`ui/src/lib/vite-api-proxy.test.ts` and blocks with exit code 1.

## What Changed

- `ui/src/lib/vite-api-proxy.test.ts`: the `Host` fixture is now
`dev-box.tail1234.ts.net:3101` (fictional). The test only asserts that
whatever host arrives is injected as `x-forwarded-host`, so the value is
arbitrary.

## Verification

- `pnpm vitest run src/lib/vite-api-proxy.test.ts` in `ui/` — 5 tests
pass.
- `node scripts/check-forbidden-tokens.mjs` — "No forbidden tokens
found" on the previously affected machine.
- Note: git history retains the old value; this removes it from the
current tree only.

## Risks

None. A test fixture string with no behavioral coupling.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-11 19:27:31 -07:00
Devin Foley d90f4d488e fix(ui): survive first load against a cold backend without a blank page (#11246)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI holds live websocket connections for run events,
coordinates cross-tab polling through a leader-election store, and
renders app chrome (sidebar, providers) around a routed outlet
> - When the backend is still cold-starting (managed hosting wake,
server restart, reverse proxy up before the app), the event websockets
refuse connections and the first SPA load mounts against a dead backend
> - In that state the mount cascade can exceed React's nested update
limit (minified error #185); the crash originates in shell hooks outside
the routed error boundary, so React unmounts the entire root to a blank
page, and the dead page keeps retrying the websocket on a flat 1.5s
timer until the user hard-refreshes
> - This pull request removes the wasted nested commits from the
shared-polling subscription path, adds exponential backoff to the
transcript websocket reconnect, and adds a last-resort app-shell error
boundary
> - The benefit is that a cold or briefly unreachable backend degrades
to a recoverable state instead of a blank page that hammers the server

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

On the first load against a backend that was still starting, the app
showed its loading animation and then a blank page. The console showed
repeated `WebSocket connection to 'wss://…/api/companies/<id>/events/ws'
failed` lines and `Uncaught Error: Minified React error #185` with a
stack through the shared-polling coordinator's `subscribe`. The
websocket retries continued indefinitely on the dead page. A manual
refresh fixed it.

**Expected behavior**

A backend that is briefly unreachable degrades gracefully: websocket
reconnects back off, the UI keeps rendering from cache, and even a
worst-case crash shows a reload prompt instead of a blank page.

**Steps to reproduce**

1. Serve the UI while the backend API is still starting (websocket
upgrades and API calls refused).
2. Load any company page with several shared-polling consumers mounted
(dashboard with sidebar).
3. Observe repeated websocket failures; on affected loads the page goes
blank with React error #185.

## What Changed

- `ui/src/hooks/useSharedPolling.ts`: coordinator snapshot notifications
now keep the previous state object when leadership did not change, so
React bails out instead of scheduling a nested re-render. `subscribe`
invokes its listener synchronously from inside the mount effect with a
fresh object each time; before this change every mount and notify burned
nested-update budget even with no value change — the crash frame in the
field report was exactly this `subscribe → setState` call.
- `ui/src/components/transcript/useLiveRunTranscripts.ts`: the live
event websocket reconnect backs off exponentially (1.5s → 15s cap, reset
on successful open), mirroring `LiveUpdatesProvider`, instead of a flat
1.5s retry.
- `ui/src/components/AppErrorBoundary.tsx` (+ wiring in
`ui/src/main.tsx`): a dependency-free boundary above the router and
providers. `RouteErrorBoundary` only guards the routed `<Outlet />`; a
crash in the shell around it had no boundary, so React unmounted the
root to a blank page. The boundary renders a reload prompt with the
error message.
- Tests: `useSharedPollingSnapshot.test.tsx` (mount costs no extra
commit — fails against the previous code; a real leadership change
re-renders exactly once and ticks stay quiet), a backoff test in
`useLiveRunTranscripts.test.tsx` (delays grow 1.5s → 3s → 6s and reset
after a successful open), and `AppErrorBoundary.test.tsx` (render throw,
effect throw, healthy pass-through).

## Verification

- `pnpm vitest run` in `ui/` over the touched suites (shared polling,
cross-tab poll, transcripts, boundary): 34 tests pass.
- `pnpm typecheck` in `ui/` — clean.
- The snapshot regression test was verified to fail against the
pre-change hook (extra commit per mount).
- Not reproduced end-to-end: the exact 50-update cascade from the field
crash needs a live cold backend; the change removes the identified
per-mount/per-notify nested commits at the reported crash frame, bounds
the reconnect load, and guarantees the shell can no longer blank the
page.

## Risks

Low risk. The snapshot change only suppresses re-renders whose state is
value-identical; leadership changes propagate exactly as before. The
backoff only lengthens retry delays after consecutive failures and
resets on success. The new boundary renders children untouched unless an
error reaches it; behavior on healthy loads is unchanged. Self-hosted
deployments see the same code paths — the cold-backend window simply
rarely occurs there.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution; diagnosis included mapping the production minified stack to
source).

## 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
2026-08-11 19:16:19 -07:00
Devin Foley 9adeb4a9d0 fix(ui): fetch the web app manifest with credentials (#11245)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI is a PWA-capable SPA; `ui/index.html` links
`/site.webmanifest` so browsers can read app metadata
> - Browsers fetch `<link rel="manifest">` in "omit credentials" mode
unless the link opts in with `crossorigin="use-credentials"`
> - Self-hosted this is harmless, but when Paperclip runs behind an
authenticating reverse proxy (a managed hosting front door), the
cookie-less manifest request is rejected with 401 on every page load and
logs a console error pair on each navigation
> - This pull request adds `crossorigin="use-credentials"` to the
manifest link so the request carries the same session cookies as every
other same-origin asset request
> - The benefit is a clean console and a servable manifest in proxied
deployments, with self-hosted behavior unchanged

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

On every page load behind an authenticating reverse proxy, the browser
logs `Failed to load resource: the server responded with a status of
401` for `/site.webmanifest`, plus `Manifest fetch from … failed, code
401`. The proxy rejects the request because the browser sends the
manifest fetch without cookies.

**Expected behavior**

The manifest request carries the same session credentials as every other
same-origin asset request, so the proxy can authenticate and serve it.
No console errors.

**Steps to reproduce**

1. Serve Paperclip behind a reverse proxy that requires a session cookie
for all app routes.
2. Sign in and load any page.
3. Open the browser console: the manifest fetch fails with 401 while all
other assets load.

## What Changed

- `ui/index.html`: the manifest link now carries
`crossorigin="use-credentials"`.
- `ui/src/lib/pwa-install-mode.test.ts`: a regression test asserts the
attribute stays on the link.

## Verification

- `pnpm vitest run src/lib/pwa-install-mode.test.ts` in `ui/` — 2 tests
pass.
- Manual check of the rendered link tag in `ui/index.html`.

## Risks

Low risk. The manifest is same-origin, so `use-credentials` only
switches the fetch from "omit" to the include behavior all other
same-origin requests already have. Self-hosted deployments see no
change. Cross-origin manifest hosting is not used in this project.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 19:11:56 -07:00
Devin Foley d5bb396518 fix: pass sandbox provider credential env vars to plugin workers; hide Local default under managed-sandbox-only (#11244)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give each agent run an execution target, and sandbox
providers (Daytona, E2B, Novita, exe.dev) run as plugin workers
> - A managed deployment provisions one platform-managed sandbox row
with no credential in config; the provider is documented to fall back to
its process env var (for example `DAYTONA_API_KEY`)
> - Plugin workers spawn with a scrubbed environment, so that fallback
never sees the host env var — probe and lease acquisition fail with
"require an API key in config or DAYTONA_API_KEY" even when the
deployment sets the var
> - Separately, the managed-sandbox-only mode hides local rows from
every list, but the instance Default picker renders a hardcoded
synthetic "Local" option that no filter touches
> - This pull request forwards each bundled provider's documented
credential env var to its own plugin worker, and gates the synthetic
Local option on the flag
> - The benefit is that the documented host-env credential fallback
works for plugin-backed providers, and managed-sandbox-only instances no
longer offer Local anywhere

## Linked Issues or Issue Description

**Subsystem affected**

Plugin worker environment construction
(`server/src/services/plugin-loader.ts`) and the environments UI
(instance Default picker, agent form inherited-environment label).

**Problem or motivation**

Two follow-ups to the managed-sandbox-only mode (#11200), both found on
a live managed deployment:

1. The deployment sets `DAYTONA_API_KEY` as a server env var and the
managed sandbox row omits `config.apiKey` by contract. "Test Connection"
fails with `Sandbox environment probe failed for provider "daytona".
Daytona sandbox environments require an API key in config or
DAYTONA_API_KEY.` A real agent run fails the same way at lease
acquisition. The cause: sandbox providers run as plugin workers, and
`buildPluginWorkerEnv` passes only model-provider keys and in-cluster
Kubernetes vars. The provider's own documented credential env var never
reaches the worker, so the in-plugin `process.env` fallback reads
nothing. The self-hosted path has the same gap: the Daytona plugin
README documents `DAYTONA_API_KEY` as a host-level fallback, and it does
not work today.

2. With `enableManagedSandboxOnly` on, the instance Default environment
picker still shows "Local". The server filters local *rows* out of the
list, and the client filter mirrors that for cached lists, but this
option is a hardcoded `<option value="">Local</option>` — not a list row
— so no filter removes it. Selecting it writes a null default, which run
selection then rejects fail-closed.

**Proposed solution**

Forward each bundled sandbox provider's documented credential env var
into its plugin worker, keyed by the manifest's declared
`environmentDrivers[].driverKey` so a worker only receives its own
provider's credential (daytona → `DAYTONA_API_KEY`, e2b → `E2B_API_KEY`,
exe-dev → `EXE_API_KEY`, novita → `NOVITA_API_KEY`). Keep the existing
gate: only plugins that declare `environment.drivers.register` receive
any passthrough. In the UI, render the synthetic Local option only when
managed-sandbox-only is off; under the flag show a disabled "Select
environment" placeholder only while no default is stamped yet, and stop
the agent form's inherited label from reading "Local".

**Alternatives considered**

Adding `DAYTONA_API_KEY` to the existing `ADAPTER_ENV_PASSTHROUGH` list
was rejected: that list goes to every environment-driver plugin, so each
provider would receive every other provider's credential. A manifest
schema field for declared credential env vars was rejected as heavier
than needed: the bundled providers are known, and the mapping lives next
to the two existing passthrough lists.

## What Changed

- `server/src/services/plugin-loader.ts`: new
`SANDBOX_PROVIDER_CREDENTIAL_ENV_PASSTHROUGH` map (driverKey →
documented credential env vars). `buildPluginWorkerEnv` reads the
manifest's `environmentDrivers` and forwards only the matching vars,
after the existing `environment.drivers.register` gate. Blank values
stay excluded.
- `server/src/__tests__/plugin-database.test.ts`: the daytona worker
receives `DAYTONA_API_KEY` and not another provider's key; a plugin
whose drivers have no mapping (kubernetes) receives no credential var.
- `ui/src/pages/CompanyEnvironments.tsx`: the Default picker's synthetic
Local option renders only when managed-sandbox-only is off. Under the
flag, a disabled "Select environment" placeholder renders only while the
default is unset.
- `ui/src/pages/CompanyEnvironments.test.tsx`: the Local option is
present by default and absent under the flag; saved non-local
environments stay selectable.
- `ui/src/components/AgentConfigForm.tsx`: the inherited-environment
label falls back to "Managed sandbox" instead of "Local" under the flag.

## Verification

- `server`: `npx vitest run src/__tests__/plugin-database.test.ts -t
buildPluginWorkerEnv` — 5 passed (3 existing, 2 new).
- `ui`: `npx vitest run src/pages/CompanyEnvironments.test.tsx` — 22
passed (2 new); `npx vitest run
src/components/AgentConfigForm.render.test.tsx` — 10 passed.
- `tsc --noEmit` clean in `server` and `ui`.
- Live managed deployment: confirmed the tenant service env carries
`DAYTONA_API_KEY` while the probe fails with the exact message above,
which pins the root cause to the worker env, not delivery.

## Risks

- The worker env grows by exactly one var per matching bundled provider,
only when the deployment sets it and only for plugins that declare a
matching environment driver. Plugins without a mapping see no change.
- Self-hosted behavioral shift is the fix itself: a host-level
`DAYTONA_API_KEY` (or E2B/EXE/NOVITA equivalent) now reaches the
provider as its README documents. Deployments that set the var but
expected it to stay inert had no working configuration to preserve — the
provider errored on every keyless probe and run.
- UI change is inert unless `enableManagedSandboxOnly` is on (default
false everywhere).

## Model Used

Claude Fable 5 (`claude-fable-5`) via Claude Code — extended thinking,
tool use, parallel read-only subagents for the two root-cause traces.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 19:10:45 -07:00
Devin Foley 0aa743fc30 build(db): clean dist before drizzle generate (#11241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Database migrations are generated by drizzle-kit, which reads the
schema from the db package's built `dist/schema/*.js`
> - `tsc` never deletes stale outputs, so a long-lived checkout keeps
compiled schema files whose sources were deleted long ago
> - A `generate` run in such a checkout sees those ghost tables and
sweeps phantom `CREATE TABLE` statements into an unrelated migration
> - This pull request makes `generate` clean `dist` before building, so
drizzle always diffs against exactly the current schema sources
> - The benefit is that no contributor can accidentally resurrect
deleted tables inside a new migration

## Linked Issues or Issue Description

**What happened?**

Running `pnpm --filter @paperclipai/db generate` in a months-old
checkout produced a migration re-creating `cloud_upstream_connections`,
`cloud_upstream_runs`, and `company_secret_pools` — tables whose schema
sources were deleted in #10507. The compiled copies were still in
`dist/schema/`, and `drizzle.config.ts` reads the schema from `dist`, so
drizzle treated them as new tables missing from the snapshot.

**Expected behavior**

`generate` diffs the current schema sources only; deleted tables can
never reappear in a generated migration.

**Steps to reproduce**

1. Build the db package, then delete a schema source file without
cleaning `dist`.
2. Run `pnpm --filter @paperclipai/db generate`.
3. The generated migration re-creates the deleted table.

## What Changed

- `packages/db/package.json`: the `generate` script runs `pnpm run
clean` before `tsc`, so the drizzle-kit input is always a fresh build of
the current sources.

## Verification

- In a checkout carrying stale `dist/schema/cloud_upstreams.js` /
`company_secret_pools.js` artifacts, `generate` produced a phantom
migration before this change; after a clean build it reports "No schema
changes, nothing to migrate". With this change the clean happens inside
`generate` itself.

## Risks

- Low risk: `generate` is a developer-only script; the change only adds
the existing `clean` step ahead of the existing build, at the cost of a
full rebuild per generate.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-11 18:06:04 -07:00
Devin Foley 0a95ada1be feat(server): chunked import preview endpoint and resumable upload in the Import page and CLI (#11224)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The previous pull request added server-side chunked resumable import
transfers; without clients, large imports still ride the single fragile
upload
> - The Import page and the CLI need to slice large packages, upload
parts with retry and progress, resume after interruptions, and preview
before applying
> - Preview is the missing server piece: the browser flow is
preview-then-import, so a completed spool must be previewable without
re-uploading
> - This pull request adds the transfer preview endpoint, switches the
Import page to the chunked path for zips over 48 MB, and teaches the CLI
the same for oversized local imports
> - The benefit is that large imports get progress, per-part retry, and
resume in both clients, while small imports keep the exact single-shot
path they have today

## Linked Issues or Issue Description

**What happened?**

With only the server transfer routes in place, users still upload large
company packages as one request from the Import page and the CLI: no
progress indication, no retry below the whole file, and no resume after
a dropped connection or refresh. The preview-then-import flow also
cannot run against an uploaded transfer, forcing a second full upload.

**Expected behavior**

A large package uploads once as verified parts with visible progress;
preview and import both run against the uploaded spool; an interrupted
upload resumes with only the missing parts re-sent; packages at or below
48 MB behave exactly as before.

**Steps to reproduce**

1. Select a 500 MB zip on the Import page over an unreliable connection.
2. Watch the single upload fail near the end and restart from zero,
twice — once for preview, once for import.
3. Same story headless via the CLI.

## What Changed

- Server: `POST /import/transfers/:id/preview` runs the existing preview
logic against the completed spool (shared assembly + whole-file
verification helper with apply); preview neither completes the run nor
deletes the spool, so the subsequent apply reuses it. Missing parts
respond with the missing list.
- UI: zips over 48 MB take the chunked path in both preview and import —
the file is sliced into 32 MB parts hashed with WebCrypto (single
ArrayBuffer, no second copy), the transfer is created or resumed (the
create response's missing-parts list drives what uploads), parts upload
sequentially with three attempts each and visible progress, then
transfer preview/apply replace the multipart calls. The existing preview
pane, collision handling, adapter overrides, and async job polling are
unchanged; ≤ 48 MB keeps the single-shot path.
- CLI: oversized local `.zip` or folder imports zip/slice/hash with node
crypto, upload with resume and per-part retry and progress lines, and
use transfer preview/apply. Small packages keep the inline path
byte-identical.
- Failure honesty: adapters/API errors fail open to existing behavior; a
part failing all attempts surfaces a durable error panel with resume
intact.

## Verification

- Server: preview-then-apply on one spool (run stays open, spool intact,
then apply completes), preview with missing parts rejected — added to
the transfer route suite (embedded Postgres).
- UI suite: large file takes the chunked path (manifest shape, part
uploads, progress, apply on a resumed transfer, single-shot endpoints
never called), small file stays single-shot, part failure after three
attempts surfaces the error panel without running preview, resume
re-uploads only the missing part.
- CLI: manifest slicing/hashing, threshold behavior for zip and folder
sources, folder-zip round-trip through the real zip reader, upload
resume/retry/exhaustion/already-completed, full-command chunked and
small-zip inline flows.
- Server, ui, cli typechecks clean. Exact counts in the PR checks.

## Risks

- The 48 MB threshold only routes between two verified paths; behavior
below it is untouched.
- Chunked CLI imports use the board-scoped transfer routes, so oversized
CLI imports need board credentials (agent tokens keep the agent-safe
small-file path). No privilege change — board actors already had the
generic routes — but the two size regimes differ semantically; called
out for review.
- A CLI dry-run over the threshold uploads parts before previewing; the
spool persists (24 h sweep) and a later apply resumes without re-upload
— inherent to preview-against-spool.

Stacked on #11223 — merge that first; this PR then shows only the
preview endpoint and client changes.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
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
2026-08-11 16:06:37 -07:00
Devin Foley 23a1b025c2 feat(server): chunked resumable company import transfers (#11223)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import moves large packages into an instance, and since the
upload cap rose to 1 GB, the transport is the weak point: one HTTP
request, buffered fully in memory, with no resume
> - A dropped connection at 90% of an 800 MB upload starts the whole
transfer over, and a server restart loses all progress
> - This pull request adds the server side of chunked resumable import
transfers: a durable run ledger and routes that accept the same import
zip as verified ~32 MB parts spooled to disk
> - An interrupted transfer resumes from the parts already uploaded —
across dropped connections, page refreshes, and server restarts — and
peak upload memory drops from the whole package to one part
> - The benefit is that large imports become reliable on real-world
connections instead of all-or-nothing

## Linked Issues or Issue Description

**What happened?**

Large company imports travel as a single HTTP upload. On a slow or flaky
connection, any interruption discards all progress and the upload
restarts from zero. The server buffers the entire compressed package in
memory during upload. A server restart mid-upload loses the transfer
entirely. With the upload cap now at 1 GB, these failure modes govern
exactly the imports the cap was raised for.

**Expected behavior**

A large import upload survives interruptions: already-transferred data
is kept and verified, only the missing remainder is re-sent, and the
server's memory use during upload is bounded by a part, not the package.

**Steps to reproduce**

1. Import a multi-hundred-MB company package over a connection that
drops mid-upload.
2. The upload fails; retrying starts from byte zero.
3. Repeat on an unstable connection and the import may never complete.

## What Changed

- New `company_transfer_runs` table (drizzle schema + migration) and
`companyTransferRunService`: one row per transfer with a content-derived
idempotency key, per-part completion recorded atomically and
idempotently, resume scoped to actor and direction, completed runs
short-circuiting retries of identical content.
- New transfer routes beside the existing import routes, same
authorization: declare a sliced zip (`POST /import/transfers` —
validates cap, 64 MB part ceiling, contiguity, size sums, sha256
format), upload parts (`PUT .../parts/:n` — raw body, hash-and-size
verified before an atomic write to a disk spool under the instance root;
re-uploads are no-op successes), poll resume state (`GET .../:id` —
missing parts recomputed from disk), and apply (`POST .../:id/apply` —
requires all parts, re-verifies the assembled zip against the whole-file
hash fail-closed, then feeds the existing import pipeline through
factored helpers rather than duplicated logic).
- Hourly sweep fails and cleans spools idle for 24 h; a swept transfer
honestly reports all parts missing on resume.
- Strict UUID gating on run ids before any filesystem path construction.
- The existing single-shot upload path is untouched; clients arrive in
the follow-up PR.

## Verification

- Transfer route suite (embedded Postgres): create/upload/status/apply
round-trip with a real imported company, out-of-order parts, wrong-hash
part rejected and unrecorded, re-upload no-op, apply-with-missing-parts
rejection, resume after failure with prior progress intact,
assembled-hash mismatch failing closed with spool deletion, actor
scoping 404s, async-job apply, sweep followed by honest resume.
- Ledger suite (embedded Postgres): part idempotency, actor/direction
scoping, completed-run short-circuit, cancelled runs staying cancelled.
- Existing portability route suite unchanged and green; server + db
typechecks clean. Exact counts in the PR checks.

## Risks

- New routes are additive; the existing import path is untouched. The
transfer routes carry the same board authorization as the import routes
they sit beside.
- Disk spool: bounded by the existing upload cap per transfer, cleaned
on success, failure, hash mismatch, and by the 24 h sweep. Spool paths
are strict-UUID-gated.
- The apply step still materializes the assembled zip in memory once
(same profile as today's single-shot import at apply time); upload-time
memory drops to one part.
- Known limitation, deliberate: transfers are keyed on content alone, so
identical package content cannot be imported twice without re-exporting
(surfaced explicitly to the caller). Acceptable for v1; noted for
review.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
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
2026-08-11 15:25:07 -07:00
Devin Foley 0044fa8904 Let tenants edit env vars on managed sandbox environments; add managed-sandbox-only mode (#11200)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give each agent run an execution target: the local
host, SSH, or a sandbox provider
> - A managed deployment can provision one platform-managed sandbox
environment through the `PAPERCLIP_MANAGED_CONFIG` `environments`
section
> - That row is fully locked today. A tenant cannot add environment
variables for their agents. There is also no way to hide local execution
— run selection falls back to the local row
> - A platform that manages the sandbox for its tenants needs both: the
tenant adds env vars (and nothing else), and local execution is neither
visible nor reachable
> - This pull request opens exactly one tenant edit (env vars) on the
managed sandbox row, and adds an `enableManagedSandboxOnly` mode that
hides local and makes run selection fail closed
> - The benefit is a complete managed-sandbox experience with no change
for self-hosted instances

## Linked Issues or Issue Description

**Subsystem affected**

Environments (managed sandbox provisioning, environment routes, run
environment selection) and the environments UI.

**Problem or motivation**

Platform-provisioned sandbox environments
(`metadata.managedByPaperclip`) reject every write on cloud-managed
instances. Agents often need environment variables inside their sandbox.
The tenant has no way to set them on the managed row. Separately, an
operator cannot remove local execution: the environment list always
shows the local row, and run selection falls back to it when no default
is set.

**Proposed solution**

Allow an envVars-only PATCH on the managed sandbox row, and echo those
env vars back for editing. Add a managed-tier feature
(`enableManagedSandboxOnly`) that hides the local environment from all
read surfaces and redirects local-landing run selection to the managed
sandbox environment, failing closed when it is unavailable.

**Alternatives considered**

UI-only hiding of the local row. This was rejected: it does not stop a
run from resolving to local, so it is presentation without enforcement.
Full unlock of the managed row was also rejected: name, driver, and
config stay platform-owned so boot reconciliation cannot fight tenant
edits.

## What Changed

- `server/src/routes/environments.ts`: the platform-provisioned write
floor admits an envVars-only PATCH on the generalized managed sandbox
row (sandbox driver, `managedByPaperclip`, not legacy kubernetes-marker
rows). Name, driver, config, status, metadata, and DELETE stay rejected.
The read floor stops blanking env vars on that row; credential-shaped
config keys stay redacted for every actor. Legacy kubernetes-marker rows
keep the full floor.
- Same file: under `enableManagedSandboxOnly`, the environments list and
the by-id read omit the local row for every actor, including instance
admins.
- `server/src/services/execution-workspace-policy.ts`:
`resolveExecutionWorkspaceEnvironmentId` gains the managed-sandbox-only
inputs. A selection that lands on the local environment is redirected to
the managed sandbox environment. With no active managed row it throws
`ManagedSandboxUnavailableError` — never local. Non-local selections
(ssh, user-created sandboxes) are untouched.
- `server/src/services/heartbeat.ts`: the run path reads the flag, looks
up the managed row (`findManagedSandboxEnvironment`, new read-only
finder in `environments.ts`), and passes both to the resolver. Mirrors
the forced-kubernetes precedent, which keeps precedence when both
regimes are on.
- `server/src/services/managed-environments.ts`: after a successful
reconcile, the instance default environment moves to the managed sandbox
row when the current default is unset, local, or dangling. A
tenant-chosen custom environment is never overridden.
- `packages/shared`: new `enableManagedSandboxOnly` key (schema default
false, catalog tier `managed`, cloudDefault false, selfHostedDefault
false) and the matching interface field.
- UI: managed rows show a "Managed by Paperclip" lock badge; editing one
opens a dedicated env-vars-only editor that sends the one PATCH shape
the server admits (the old full form failed with a 403 on save). New
`ui/src/lib/managed-sandbox-environment.ts` mirrors the local filter for
cached lists (applied in the project picker; the agent picker already
excluded local). The experimental settings page gains the toggle at its
alphabetical card position. `environmentsApi.update` now declares the
`envVars` field it already sent.
- Tests: environment route floor coverage (envVars-only accepted, mixed
bodies rejected, legacy rows still blanked and locked, local hidden and
404 under the flag, self-hosted unchanged), an embedded-postgres service
test pinning that boot reconciliation never touches tenant env vars,
resolver redirect/fail-closed cases, managed-environments
default-stamping cases, and UI lib/settings tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/environment-routes.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/execution-workspace-policy.test.ts
src/services/managed-environments.test.ts` — all pass.
- `pnpm --filter @paperclipai/shared exec vitest run` — 425 pass
(catalog/schema default parity is pinned by an existing test).
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` and the affected UI
suites (CompanyEnvironments, InstanceExperimentalSettings incl.
card-order test, new lib test) — all pass.
- Full workspace `pnpm test`: 3,414 passed. 17 files report failures on
this machine; the identical 17 fail on a clean `origin/master` worktree
in the same environment (git-worktree/skills/embedded-postgres
environment dependencies and plugin-SDK zero-test collections). One
additional file (`issue-monitor-scheduler.test.ts`) failed one
timing-sensitive test in one of two full-suite runs and passes 7/7 in
isolation on this branch — a flake in a domain this diff does not touch.
The branch introduces no new failures.
- Self-hosted zero-delta: every new behavior is gated on the
cloud-managed instance check or the new flag, which defaults to false in
schema and catalog; pinned by the "does not floor platform-marked rows
on self-hosted instances" and flag-off tests.

## Risks

- Behavior is opt-in twice over: the write-floor exception applies only
to rows the managed-config provisioner stamps, and the hiding/forcing
applies only when `enableManagedSandboxOnly` is on (default false
everywhere). Self-hosted instances see no change.
- The env-vars echo is scoped to the generalized managed sandbox row;
legacy kubernetes-marker rows keep the blanket floor because
pre-generalization builds may have written platform values there.
- Fail-closed run selection means a managed instance with the flag on
and an archived managed row (provider plugin down) refuses runs with a
precise error instead of running locally. That is the intended posture.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use
via Claude Code CLI.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 11:40:57 -07:00
Devin Foley 71e9d6bb0b feat(release): candidate-branch beta builds and the release checklist (#11209)
> Follow-up to #11208 (merged): rebased onto master and ready for
review.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channels promote artifacts along canary → nightly → beta
→ stable, with the happy path being promotion of an existing build
> - When one or two targeted fixes are needed before a beta or stable,
the only options today are waiting for the next nightly or absorbing a
whole day of unrelated master changes
> - The channel model was designed with an escape hatch for exactly
this: short-lived candidate branches carrying only cherry-picked fixes
> - This pull request implements candidate-branch beta builds with full
verification, documents the stable fix path through the
soak-justification gate, and adds the release captain's checklist
> - The benefit is that a surgical fix can ship forward without either
delay or blast radius, with its provenance recorded

## Linked Issues or Issue Description

Refs #11008 — completes the fix-path half of the channel model
introduced there.

**Subsystem affected**

Release automation: `scripts/release.sh`,
`.github/workflows/release.yml`, `doc/RELEASING.md`, new
`doc/RELEASE-CHECKLIST.md`, tests.

**Problem or motivation**

Beta promotion only accepts commits that already shipped as a nightly,
and stable promotion expects a soaked beta. There is no supported way to
ship one or two cherry-picked fixes between lanes: an urgent fix must
wait for the nightly cycle or pull in every unrelated master change from
the day. The original channel design called for candidate branches to
cover this, and they were deferred from the initial implementation.

**Proposed solution**

Candidate-branch beta builds: cut `candidate/beta-<target>` from a
nightly's source commit, cherry-pick the fixes, and dispatch `channel:
beta` with the new `candidate_branch` input. Selection enforces the
naming convention, rejects heads that already shipped as a beta or
predate the candidate tooling, and records the cherry-picked commits in
the job summary. Because candidate heads never went through a canary or
nightly, publication is gated on a full `release-verify` run (promoted
nightlies keep skipping re-verification). The stable fix path
(`candidate/release-<target>` as `source_ref`) works through the
existing soak gate: the justification requirement is the deliberate,
recorded trade-off for shipping unsoaked bits, and is now documented as
such.

## What Changed

- `scripts/release.sh`: `--from-candidate` flag (beta only) waives the
shipped-a-nightly requirement while keeping the duplicate-beta guard
- `.github/workflows/release.yml`: `candidate_branch` dispatch input;
candidate mode in `select_beta` (naming validation, duplicate and
tooling-era rejection, cherry-pick recording); new
`verify_beta_candidate` job gating candidate publishes on full
verification
- `doc/RELEASING.md`: beta fix-path and stable fix-path sections
- `doc/RELEASE-CHECKLIST.md` (new): the release captain's checklist for
all four lanes as built
- Tests: dry-run fixture coverage for `--from-candidate` (waives the
nightly guard, keeps the duplicate guard, rejected outside beta) and
wiring tests for candidate validation plus the verification gate

## Verification

- `node --test` on the four affected suites: 42 pass in total (17 + 25
across the two runs), including the 5 new tests
- `bash -n` on `release.sh`; YAML parse of the workflow
- After merge: exercise the path end to end the first time a real
cherry-picked beta is needed — dispatch with a `candidate/beta-*` branch
and confirm the summary records the picks and verification runs

## Risks

- Candidate builds bypass the smoke-tested-nightly provenance by design;
the compensating controls are full verification before publish, the
post-publish beta smoke, the human `npm-beta` gate, and recorded
cherry-picks
- The stable fix path rides the existing justification mechanism rather
than adding a second bypass — one recorded escape hatch, not two

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 10:05:13 -07:00
Devin Foley 2da6a248c3 fix(release): surface recovery commands when a lane tag push is rejected (#11208)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem's promotion lanes publish to npm, then push a
lane tag and dispatch the Docker image build at that tag
> - The first nightly of the beta-tooling merge published to npm and
then died at the tag push: GITHUB_TOKEN may not create refs pointing at
workflow-modifying commits from dispatch or scheduled runs
> - The failure was a bare `remote rejected` with no guidance, leaving
the release half-finished (npm live, no tag, no images) until an
operator reverse-engineered the recovery
> - This pull request makes every lane's tag push degrade into exact
recovery instructions in the job summary
> - The benefit is that a rare platform-permission rejection becomes a
two-minute runbook operation instead of a forensic exercise

## Linked Issues or Issue Description

Refs #11008 — the incident occurred promoting that change's own merge
commit, the first workflow-modifying commit to flow through the lanes it
introduced.

**Subsystem affected**

Release automation: `.github/workflows/release.yml`, `doc/RELEASING.md`,
workflow wiring tests.

**Problem or motivation**

Run 31445344811 published `2026.811.0-nightly.0` to npm, then failed
pushing `nightly/v2026.811.0-nightly.0`: `refusing to allow a GitHub App
to create or update workflow .github/workflows/release.yml without
workflows permission`. The tagged commit modifies workflow files, and
GITHUB_TOKEN may not create refs pointing at such commits from dispatch
or scheduled runs (push-event runs are exempt, which is why the canary
tag on the same commit succeeded). The job failed with no explanation
and the Docker dispatch never ran.

**Proposed solution**

Wrap the nightly, beta, and stable tag pushes: on rejection, write the
exact recovery commands into the job summary — create and push the tag
with maintainer credentials, dispatch `docker.yml` at the tag, and for
stable also run `create-github-release.sh` — then fail the job. Document
the cause and recovery in the failure playbooks and pin the three
recovery blocks with a wiring test.

## What Changed

- `.github/workflows/release.yml`: recovery-summary wrappers on the
nightly, beta, and stable tag-push steps
- `doc/RELEASING.md`: failure-playbook entry for the
workflows-permission rejection
- `scripts/__tests__/release-verify-workflow.test.mjs`: wiring test
asserting all three lanes carry the recovery summary

## Verification

- Wiring tests: 6 pass; YAML parse of the workflow
- The recovery commands are exactly the ones used to resolve the real
incident (tag push + `docker.yml` dispatch for
`nightly/v2026.811.0-nightly.0`)

## Risks

- Low. The happy path is unchanged (a successful push skips the
wrapper); the failure path trades a bare error for actionable output and
still fails the job, since the release state is genuinely incomplete

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 08:48:13 -07:00
Devin Foley 1ea2f0e2d6 feat(cli): add 'paperclipai channels' to show release lanes and the current one (#11210)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channels (canary → nightly → beta → stable) select by
install target, and users discover them today only through
maintainer-oriented docs
> - A user who wants to know "which lane am I on, and what else is
there" has no self-serve answer
> - The channel rollout planned a read-only CLI command for exactly this
> - This pull request adds `paperclipai channels`: every lane with the
version its dist-tag resolves to, the install command for it, and which
lane the running install follows
> - The benefit is self-serve lane discovery without reading release
documentation

## Linked Issues or Issue Description

Refs #11008 — the user-facing discovery surface for the channel model
completed there.

**Subsystem affected**

CLI: `cli/src/commands/channels.ts` (new), `cli/src/index.ts`,
`doc/CHANNELS.md`, tests.

**Problem or motivation**

Channel selection is install-based (`@latest` / `@beta` / `@nightly` /
`@canary`), but nothing in the product tells a user which channel their
install follows or what the other lanes currently resolve to. The
information lives in `doc/CHANNELS.md` and the npm registry, neither of
which a running install surfaces.

**Proposed solution**

A read-only `paperclipai channels` command: prints each channel with the
version its dist-tag currently resolves to (per-lane registry lookups
that degrade to `unavailable` individually), the install command for
each, and the running install's lane parsed from its version suffix —
source checkouts carry the repository's placeholder version and are
reported as unmapped rather than guessed. `--json` emits the same data
for scripting.

## What Changed

- `cli/src/commands/channels.ts` (new): channel table, lane parsing,
registry resolution, human and `--json` output
- `cli/src/index.ts`: registers `channels`
- `doc/CHANNELS.md`: "Seeing where you are" section
- `cli/src/__tests__/channels.test.ts` (new): lane parsing including
unknown versions, full resolution against a fake runner, per-lane
degradation, table/dist-tag sync

## Verification

- `vitest run cli/src/__tests__/channels.test.ts`: 5 pass
- `pnpm typecheck` in `cli/`
- Live run against the real registry shows all four lanes with their
current versions (`2026.722.0` / `2026.811.0-beta.0` /
`2026.811.0-nightly.0` / canary) and correctly reports a source checkout
as unmapped

## Risks

- Low. Read-only command reusing the existing `resolvePublishedVersion`
registry helper; no state, no auth, no publish surface

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 08:47:32 -07:00
Devin FoleyandPaperclip d648becb90 refactor(ci): split workspaces-a into two Vitest native shards
Split the slow workspaces-a CI lane into two Vitest native shards and keep release verification in parity.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-10 17:32:44 -07:00
Devin Foley 6601014898 fix(release): reject promotion sources that predate their channel tooling (#11197)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem promotes builds along canary → nightly → beta
→ stable, and each publish job checks out the promotion's source commit
and runs that tree's release tooling
> - The first beta dispatch failed with `unexpected argument: beta`: the
selected nightly's source predated the beta channel, so its `release.sh`
did not know the argument
> - The failure was clean (argument parsing, nothing published) but
cryptic, and the same trap waits for any promotion of a source older
than its target channel's tooling
> - This pull request makes the selection jobs reject such sources with
an actionable error and documents the property
> - The benefit is that a bootstrapping or old-source promotion fails in
seconds with instructions, instead of mid-publish with a parser error

## Linked Issues or Issue Description

Refs #11008 — the guard hardens the beta promotion flow introduced
there, after its first dispatch surfaced the gap described below.

**Subsystem affected**

Release automation: `.github/workflows/release.yml`, `doc/RELEASING.md`,
workflow wiring tests.

**Problem or motivation**

Run 31444045044 (first beta dispatch) failed in `publish_beta` with
`unexpected argument: beta`. Promotions deliberately build from the
pinned source commit, which means they also run that commit's
`scripts/release.sh` — and a source that predates the target channel's
introduction cannot publish it. Nothing guards this today; the error
surfaces deep in the publish job with no explanation.

**Proposed solution**

Guard at selection time: `select_nightly` requires the source canary's
`release.sh` to know the nightly channel, and `select_beta` requires the
source nightly's `release.sh` to know the beta channel. Each guard
literally matches the channel case arm and fails closed with a clear
message naming the remedy (promote a newer source). Document the
tooling-era property in `RELEASING.md` and pin the guards with a wiring
test.

## What Changed

- `.github/workflows/release.yml`: tooling-era guards in
`select_nightly` and `select_beta`
- `doc/RELEASING.md`: documents that promotions run the source commit's
release tooling
- `scripts/__tests__/release-verify-workflow.test.mjs`: wiring test
pinning both guards

## Verification

- Wiring tests: 5 pass
- Guard expressions exercised against real commits: accepts the
beta-capable merge commit of the beta-channel change, rejects a pre-beta
commit
- YAML parse of the workflow
- After merge: the next beta dispatch selects a beta-capable nightly and
passes the guard

## Risks

- Low. Selection-time check only; the guards match the channel case arm
literally and fail closed (with the same actionable message) if that
line is ever reformatted

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. All changes model-authored under
human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 17:22:54 -07:00
Devin Foley 35aaaa0bd0 feat(server): preserve task timestamps and hierarchy through company import/export (#11193)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company export/import moves a whole company — agents, tasks,
comments — between instances as a portable bundle
> - The bundle never carried task timestamps or parent links: the export
writes neither, the importer lets database defaults stamp "now", and
sub-tasks arrive flattened
> - Boards sort by recency, so every imported task showing "created just
now" collapses the task list into import order, and the task hierarchy
the user built is gone
> - This pull request adds created/updated/started/completed/cancelled
timestamps and a parent link to the bundle (schema v7), preserves them
end to end on import, and keeps comment imports from clobbering a
preserved updated time
> - The benefit is that an imported company reads like the company the
user left: same recency order, same task tree

## Linked Issues or Issue Description

**What happened?**

After a company import, every task showed as created at import time.
Recency sorting collapsed to import order, and parent/child task nesting
disappeared. The user called out losing "the meaningful task hierarchy
and recency sorting". Cause: the export bundle has no fields for task
timestamps or parent links, the importer lets `defaultNow()` win on
insert, and the comment importer bumps every touched task's `updatedAt`
to now.

**Expected behavior**

An imported company preserves each task's
creation/update/start/completion times and its position in the task
tree, so sorting and nesting on the destination match the source.

**Steps to reproduce**

1. On a source instance, create tasks over several days, including
sub-tasks nested under parents.
2. Export the company and import it into another instance.
3. Every task shows the import moment as its creation/update time and
all tasks are top-level.

## What Changed

- Export writes
`createdAt`/`updatedAt`/`startedAt`/`completedAt`/`cancelledAt` (ISO,
only when set) and `parent: <taskSlug>` into each task's bundle
extension; a parent outside the export selection drops the edge with an
aggregate warning, mirroring the existing blocker-edge warning
(`server/src/services/company-portability.ts`).
- Bundle schema version 6 → 7. All new fields are optional: v5/v6
bundles import unchanged with a version-aware downlevel warning; bundles
newer than the board still fail closed.
- Manifest parsing validates the new timestamps like comment timestamps
(invalid → warn and ignore, never a hard failure); shared types and the
zod validator carry the new optional fields.
- Import resolves parent slugs to pre-generated destination ids, drops
self-references and cycles from tampered bundles with warnings, and
orders rows parents-first because the self-referencing FK is checked per
insert chunk.
- `importIssues` writes the preserved timestamps (falling back to insert
time when absent; `startedAt` stays null unless bundle-carried, per
#11191's semantics) and `parentId`.
- `addImportedComments` no longer blanket-bumps `updatedAt = now()`; it
takes `GREATEST(updated_at, newest imported comment createdAt)`, so a
preserved update time never regresses while unpreserved rows keep the
old behavior.

## Verification

- `pnpm vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-portability-import-batching.test.ts
server/src/__tests__/productivity-review-service.test.ts` — 102 passed,
1 pre-existing opt-in benchmark skip. Includes: full round-trip with
exact timestamp equality and a 3-deep parent chain against embedded
Postgres; v6 back-compat (defaults + warning); forward-compat rejection
(v8); cycle/self-reference/invalid-timestamp tampered-bundle handling;
comment-bump preserve-awareness in both directions.
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
@paperclipai/shared typecheck` — clean.

## Risks

- **Rollout ordering**: a board on the previous build (max schema v6)
refuses bundles exported by this build (stamped v7) — the existing
newer-than-supported rejection, working as designed. Cross-instance
moves need the importing board upgraded first. Called out here so
operators aren't surprised during the transition window.
- Parent edges from tampered bundles are dropped with warnings rather
than failing the import; blocker relations already behave this way.
- Timestamps are data-only; no destination schema migration.

Stacked on #11191 (its commit is included here) — merge #11191 first;
this PR then shows only the v7 changes.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
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
2026-08-10 17:01:33 -07:00
Devin Foley 4c062a0eb2 fix(ui): stop coercing imported agents to the destination CEO adapter (#11192)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import lets an operator bring a package of agents into an
instance, and each agent declares which adapter runs it (Claude Code,
Codex, and so on)
> - The export and the server importer preserve each agent's adapter
faithfully, but the Import page seeds an adapter override for every
agent with the destination CEO's adapter before the user touches
anything
> - Every imported agent therefore arrives as the CEO's adapter (usually
Claude Code) even when the source package holds a mix, and the picker
shows the coerced value as if it were the source's, so nothing looks
wrong
> - This pull request makes the manifest adapter the default, sends
overrides only for agents the user actually changed, and replaces the
silent coercion with an explicit per-agent fallback warning when the
destination truly lacks the source adapter
> - The benefit is that a mixed Claude/Codex team imports as a mixed
Claude/Codex team, and any real adapter gap is visible instead of silent

## Linked Issues or Issue Description

**What happened?**

A user imported a company package whose agents were a mix of Claude Code
and Codex on the source instance. After the import, every agent was
configured as Claude Code. The import preview showed no sign that
anything had been changed. Cause: the Import page initializes its
adapter-override map by assigning every agent the destination CEO's
adapter type and sends that override for every agent, overriding the
manifest's per-agent adapter server-side. For imports into a new
company, the "CEO adapter" is read from whichever unrelated company is
currently selected.

**Expected behavior**

Imported agents keep the adapter declared in the package. An override is
sent only when the operator explicitly picks a different adapter, or
when the source adapter is not installed on the destination — and in
that case the page must say so per agent, not silently substitute.

**Steps to reproduce**

1. On a source instance, create a company with one Claude Code agent and
one Codex agent, and export it.
2. Import the package on another instance whose CEO uses Claude Code,
changing nothing in the import dialog.
3. Both agents arrive configured as Claude Code; the Codex identity is
gone.

## What Changed

- The preview no longer seeds adapter overrides; the override map starts
empty, and the picker displays each agent's manifest adapter
(`ui/src/pages/CompanyImport.tsx`).
- `buildFinalAdapterOverrides` sends an entry only when the effective
adapter differs from the manifest or the agent's adapter config was
edited — untouched agents flow through with no override.
- The page fetches the destination's installed adapters (existing
`adaptersApi.list()` client). When a manifest adapter is missing or
disabled on the destination, only that agent defaults to the CEO's
adapter, with a visible amber warning naming both adapters. If the
adapters request fails, the page fails open: manifest adapters are kept
and no coercion happens.
- Tests: untouched mixed-adapter import sends no overrides; a
user-changed agent sends exactly one; a missing destination adapter
produces the fallback plus rendered warning for that agent only; an
adapters-endpoint failure produces no coercion.

## Verification

- `npx vitest run ui/src/pages/CompanyImport.test.tsx` — 19 passed (15
pre-existing + 4 new).
- `pnpm --filter ./ui typecheck` (`tsc -b`) — clean.

## Risks

- Behavior change: users who previously relied on the silent conversion
(importing packages that reference adapters they don't have) now get an
explicit per-agent fallback with a warning — same outcome, visible. The
server's hard rejection of unknown adapter types remains the backstop
for API callers.
- UI-only change; no server or schema impact.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
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
2026-08-10 17:00:36 -07:00
Devin Foley d816eb8095 fix(server): keep imported tasks quiescent under the productivity review sweep (#11191)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import brings a full company package — agents, tasks,
routines — into an instance, with `pauseAutomations` promising a quiet
landing
> - The pause covers the imported entities, but the destination's own
productivity-review sweep does not know the difference between imported
rows and live work
> - The importer stamps every imported in-progress task with `startedAt
= now()`, so six hours later the sweep's long-active check fires on
every one of them and floods the board with review tasks and agent
wakeups
> - This pull request stops fabricating `startedAt` on import and makes
the sweep skip tasks whose assignee agent is paused
> - The benefit is that an import lands quietly: no surprise review-task
storm, and paused teams stay paused until the operator activates them

## Linked Issues or Issue Description

**What happened?**

After importing a company package with automations paused, a batch of
"productivity review" tasks appeared roughly six hours later — one for
every imported in-progress task — each with an owner-agent wakeup. The
user described it as jarring and wasteful. Cause: `importIssues`
fabricates `startedAt = now()` for imported in-progress rows, and
`reconcileProductivityReviews` considers any assigned in-progress task
without checking whether the assignee agent is paused, so its
long-active-duration evidence (6 h threshold) trips on the fabricated
timestamp.

**Expected behavior**

An import with paused automations must be quiescent: no destination
sweep should generate work from imported rows until the operator
unpauses the imported team. A paused agent must not accumulate review
tasks it cannot act on.

**Steps to reproduce**

1. Import a company package containing tasks with status `in_progress`
assigned to agents, with "pause automations" enabled.
2. Wait for the productivity-review reconcile (runs at startup and on
the heartbeat scheduler tick) more than six hours after the import.
3. Observe one new review task plus an owner wakeup per imported
in-progress task.

## What Changed

- `importIssues` no longer fabricates `startedAt` for imported
`in_progress` rows; it inserts null (`server/src/services/issues.ts`).
Audited every consumer of `issues.startedAt` — all are null-tolerant,
and normal checkout/status-transition paths set the value when work
really starts.
- `reconcileProductivityReviews` skips candidates whose assignee agent
is `paused`, counting them as skipped
(`server/src/services/productivity-review.ts`). This is a general rule,
not import-specific: a paused agent cannot act on a review.
- Tests: paused-assignee candidate with an old `startedAt` creates no
review, and creates one after unpausing; imported in-progress issue
lands with null `startedAt` (embedded-Postgres import test); the
pre-existing long-active regression test still passes.

## Verification

- `pnpm vitest run
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/company-portability-import-batching.test.ts` — 20
passed, 1 pre-existing opt-in benchmark skip.
- `pnpm vitest run server/src/__tests__/company-portability.test.ts` —
78 passed.
- `pnpm --filter @paperclipai/server typecheck` — clean.

## Risks

- Behavior change beyond imports: tasks assigned to paused agents no
longer receive productivity reviews anywhere. This is intended — the
review would target an agent that cannot respond — and reviews resume on
the first reconcile after unpausing.
- Imported in-progress tasks now carry no `startedAt` until real work
starts on the destination. The one sweep that read the fabricated value
is the one this PR quiets; all other consumers fall back safely (audit
in the commit body).
- Low risk otherwise: no schema change, no API shape change.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (multi-agent implementation with independent
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
2026-08-10 17:00:32 -07:00
Devin Foley 8f7b8b3fda feat(release): add human-gated beta channel with stable soak enforcement (#11008)
> Follow-up to #11006 (merged): rebased onto master and ready for
review.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem now publishes canary (every master push),
nightly (scheduled, smoke-gated, added in #11006), and stable (manual)
> - There is still no human-approved release-candidate lane between
nightly and stable, and nothing enforces that a stable actually soaked
anywhere before shipping
> - Betas need a real approval gate, and stables need a soak policy that
is data, not prose
> - This pull request adds the beta channel: a manual promotion of a
chosen nightly behind the `npm-beta` environment gate, re-smoked after
publish, plus a stable preflight that enforces a 3-day beta soak with a
written-justification bypass
> - The benefit is a complete canary → nightly → beta → stable train
where every stable shipped as a beta first, and emergencies leave a
written trace

## Linked Issues or Issue Description

**Subsystem affected**

Release automation: `scripts/release.sh`, `scripts/release-lib.sh`,
`.github/workflows/release.yml`, `.github/workflows/docker.yml`,
`.github/workflows/release-smoke.yml`.

**Problem or motivation**

After #11006 the project has canary and nightly prerelease lanes, but no
release-candidate lane. Stable promotion has no enforced soak: any ref
can ship as stable directly. There is no approval boundary for a
broader-audience prerelease, and no structured way to record why an
emergency release skipped validation.

**Proposed solution**

Add a `beta` channel: a manual dispatch that promotes a chosen nightly's
source commit, publishes behind the `npm-beta` GitHub environment
(required reviewers are the gate), re-smokes the published beta, and
tags `beta/vX`. Enforce in the stable path that the source commit
shipped as a beta at least 3 days earlier (measured from the beta's npm
publish time), with a `skip_soak_justification` input as the recorded
emergency bypass.

**Alternatives considered**

Codifying the soak policy in docs only. Rejected: an unenforced policy
decays; the preflight makes the policy executable while the
justification input keeps the emergency path usable and auditable.

## What Changed

- `scripts/release.sh` + `scripts/release-lib.sh`: `beta` channel —
requires HEAD to carry a `nightly/v*` tag, publishes the package set as
`YYYY.MDD.P-beta.N` under dist-tag `beta`, tags
`beta/vYYYY.MDD.P-beta.N`
- `.github/workflows/release.yml`:
- `channel: beta` dispatch path: `select_beta` resolves the newest (or
an explicit `source_version`) nightly and fails loudly on selection
problems; `publish_beta` runs behind the `npm-beta` environment, pushes
the tag, and dispatches `docker.yml`; `smoke_beta` re-runs the release
smoke suite against the exact published beta version
- stable path: new `preflight_stable` job enforces the 3-day beta soak
from the beta's npm publish time; `skip_soak_justification` bypasses
with the reason echoed into the job summary; dry runs report without
blocking
- `.github/workflows/docker.yml`: `beta/v*` tags publish `:beta` on both
images, with exact version stamping
- `.github/workflows/release-smoke.yml`: `beta` added to the dispatch
choice list
- Docs: `CHANNELS.md` beta entries; `RELEASING.md` beta lane, soak gate,
and failure playbook; `RELEASE-AUTOMATION-SETUP.md` `npm-beta`
environment setup, including the warning to create the environment
before the first beta dispatch (GitHub auto-creates unprotected
environments on first reference)
- Tests: beta version-counting coverage in
`scripts/release-registry-versions.test.mjs`; beta identity and
nightly-tag guard coverage in
`scripts/__tests__/release-dry-run-notes.test.mjs`

## Verification

- `node --test` on the two touched suites: 17 pass, including the 3 new
beta tests
- `bash -n` on both shell scripts and YAML parse of all three workflows
- After merge, in order: create the `npm-beta` environment, dispatch
`channel: beta` with `dry_run: true` to preview, then a real promotion
of a published nightly through the approval gate, then a stable dry-run
against a young beta to see the soak gate report

## Risks

- If the `npm-beta` environment does not exist when the first beta
dispatch runs, GitHub creates it with no protection rules and the beta
publishes without approval. Mitigated by documentation and by creating
the environment before merge (operator step)
- Until the first beta exists, every stable dispatch requires
`skip_soak_justification`. This is deliberate — the first beta ships
immediately after this merges — but it is a behavior change to the
stable dispatch
- The soak clock reads the beta's npm publish time from the registry; a
registry outage makes the preflight fall back to requiring justification
(fail-closed)

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use (repository exploration, local test
execution, live registry and git verification). All code, tests, and
docs in this PR were model-authored under human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 16:52:59 -07:00
Devin Foley 5a0985f80a test(release-smoke): update onboarding spec for the mission-first wizard (#11190)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem's nightly lane gates every nightly publish on
the release smoke suite, which drives real onboarding in a browser
against the published artifact
> - With the harness fixed (#11187, #11189), the gate reached the
Playwright suite for the first time in CI — and the spec still walks the
old onboarding wizard, so it fails at "Create your first agent" on every
current build
> - The wizard was redesigned to a mission-first five-step flow, and the
spec rotted silently because the suite never ran in CI before
> - This pull request rewrites the spec to drive the current wizard end
to end
> - The benefit is a smoke gate that actually tests today's product,
verified against a real published canary

## Linked Issues or Issue Description

**Subsystem affected**

Release smoke testing:
`tests/release-smoke/docker-auth-onboarding.spec.ts`.

**Problem or motivation**

Nightly run 31431273139 failed in the smoke Playwright suite: the spec
expects the old wizard step "Create your first agent", but current
builds show the redesigned mission-first flow (front door → company →
mission → team lead → connect model → review). The page snapshot in the
run artifact shows the "Define your mission" step where the spec
expected the agent step. Both retries failed identically — this is
deterministic spec drift, not flake.

**Proposed solution**

Rewrite the spec for the current flow: fill the company name, define the
mission directly (confirming creates the company), name the team lead,
hire it through the adapter step — the adapter environment probe reports
unhealthy in the CLI-less smoke container by design and must not block
the hire — then launch to the dashboard. Assert the company, the
ceo-role agent, and the company goal through the API. The first-task and
assignment-run assertions are removed together with the wizard flow that
created them.

## What Changed

- `tests/release-smoke/docker-auth-onboarding.spec.ts`: rewritten for
the mission-first wizard; sign-in and wizard-opening helpers and the
company-name step are unchanged

## Verification

- Full local run against the real nightly candidate: launched the smoke
container for `paperclipai@2026.810.0-canary.3` via
`scripts/docker-onboard-smoke.sh` (with the #11189 bind fix), then ran
`pnpm run test:release-smoke` against it — 1 passed (4.5s)
- After merge: dispatch `release.yml` with `channel: nightly` to run the
full gate in CI

## Risks

- Low. Test-only change. The spec now asserts less about first-task
creation because the wizard no longer creates a first task; if a
first-run trigger returns to onboarding, the spec should grow that
assertion back

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use (CI artifact forensics, UI source
tracing, local Docker + Playwright reproduction and verification). All
changes model-authored under human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 14:28:38 -07:00
Devin Foley f94f6003c6 fix(release-smoke): pin the smoke container to the lan bind preset (#11189)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem's nightly lane gates every nightly on the
release smoke suite, which boots the published artifact in a Docker
container and drives real onboarding
> - The gate kept failing even after the readiness budget fix (#11187),
and the new container-log dump revealed the server was healthy but
listening on 127.0.0.1 inside the container, unreachable through
Docker's port mapping
> - `onboard --yes` without an explicit `--bind` prefers trusted-local
quickstart defaults: it writes a loopback bind into the instance config
and ignores the deployment env vars the harness passes, and that config
outranks `HOST` at runtime
> - This pull request pins the smoke container to the `lan` bind preset
and adds a wiring test for it
> - The benefit is a working nightly gate, verified end to end against a
real published canary

## Linked Issues or Issue Description

**Subsystem affected**

Release smoke testing: `docker/Dockerfile.onboard-smoke`,
`scripts/__tests__/release-verify-workflow.test.mjs`.

**Problem or motivation**

Nightly run 31428558684 failed in smoke with the server unreachable at
the mapped port for the full 420 second budget. The container logs
(captured thanks to #11187) show a fully booted server with `Bind
loopback (127.0.0.1)`. The harness sets `HOST=0.0.0.0` and the
deployment env vars, but `onboard --yes` without `--bind` deliberately
prefers trusted-local defaults, writes `bind: loopback` into the
instance config, and the config outranks `HOST` at runtime. A loopback
listener inside a container is invisible to the port mapping, so the
health check can never pass. This behavior predates the current stable,
so the harness was silently broken against every recent version — it
only surfaced now because the nightly lane is the suite's first CI
consumer.

**Proposed solution**

Pass `--bind lan` in the smoke container command (the flag is supported
by `latest` and canary alike; it selects the all-interfaces preset and
keeps the env-driven authenticated deployment), and pin the flag with a
wiring test so it cannot regress silently.

## What Changed

- `docker/Dockerfile.onboard-smoke`: the onboard command is now `onboard
--yes --bind lan --data-dir ...`, with a comment explaining why the flag
is load-bearing
- `scripts/__tests__/release-verify-workflow.test.mjs`: wiring test
asserting the smoke Dockerfile pins a non-loopback bind preset

## Verification

- Full local harness run against the real nightly candidate
`2026.810.0-canary.1`: container healthy, bind banner shows `lan
(0.0.0.0)`, authenticated bootstrap completed (admin created, bootstrap
invite accepted, board session verified), `/api/health` returns
`bootstrapStatus: ready`
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`: 4
pass
- After merge: dispatch `release.yml` with `channel: nightly` to run the
gate end to end in CI

## Risks

- Low. The change only affects the smoke container. `--bind lan` inside
a container exposes the port to the container network only; reachability
from outside still goes through Docker's explicit port mapping

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use (CI log forensics, upstream source
tracing, local Docker reproduction and verification). All changes
model-authored under human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 13:51:49 -07:00
Devin Foley 30f6999cbe fix(release-smoke): configurable readiness timeout and diagnostics for slow containers (#11187)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem's nightly lane (#11006) gates every nightly
publish on the release smoke suite, which boots the published artifact
in a Docker container
> - The suite's first CI execution failed at the health readiness check:
the harness hard-codes a 90 second budget, but a CI container
cold-installs paperclipai from npm and initializes embedded postgres
with no warm caches
> - When the timeout expired with the container still running, the
harness printed no container logs, so the failure gave no diagnostics
> - This pull request makes the readiness budget configurable, raises it
for CI, and dumps container logs on timeout
> - The benefit is that the nightly gate measures the artifact, not the
runner's cold caches, and a red smoke run is diagnosable from its logs

## Linked Issues or Issue Description

**Subsystem affected**

Release smoke testing: `scripts/docker-onboard-smoke.sh`,
`.github/workflows/release-smoke.yml`.

**Problem or motivation**

Run 31426044332 (first forced nightly after #11006) failed in
`smoke_nightly` with `server did not become ready at
http://localhost:3232/api/health` after exactly 90 seconds. The
harness's readiness window is hard-coded to 90 attempts at 1 second.
Locally that works because the npm cache is warm; in CI the container
downloads the full package set and embedded postgres first. The timeout
path also printed no container logs when the container was still
running, so there was no way to see how far boot had progressed.

**Proposed solution**

Make the readiness budget an environment variable
(`SMOKE_READY_TIMEOUT_SECONDS`, default unchanged at 90 for local use),
set it to 420 in the CI workflow, and dump the last 150 container log
lines when the readiness check times out on a still-running container.

## What Changed

- `scripts/docker-onboard-smoke.sh`: `SMOKE_READY_TIMEOUT_SECONDS` env
var (default 90) replaces the hard-coded readiness budget; timeout with
a still-running container now prints the tail of `docker logs`
- `.github/workflows/release-smoke.yml`: sets
`SMOKE_READY_TIMEOUT_SECONDS=420` for CI runs

## Verification

- `bash -n` on the harness and YAML parse of the workflow
- The real proof is the next `channel: nightly` dispatch of
`release.yml`, which re-runs this suite in CI with the new budget

## Risks

- Low. The local default is unchanged; CI runs simply wait longer before
declaring failure, and a genuinely broken artifact still fails (with
logs now)

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use. Diagnosis from CI run logs; patch
model-authored under human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 13:19:33 -07:00
Devin Foley 5ca752dc81 fix(server): raise company import zip upload limit to 1 GB and make it operator-configurable (#11184)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import/export lets an operator move a full company package
between instances, with the Import page uploading the package as one
compressed `.zip`
> - The server caps that upload at 128 MB, and real company packages
with attachments now exceed it — imports fail at the preview step
> - The failure message tells the user to use the CLI folder import, but
that path posts inline JSON capped at 64 MB, so the advice is a dead end
for exactly these packages
> - This pull request raises the zip upload cap to a 1 GB default, makes
it operator-configurable through an environment variable, scales the
decompression-bomb guards from the cap in effect, and replaces the
misleading hint
> - The benefit is that large real-world company packages import
successfully, and operators with unusual needs can tune the cap without
a code change

## Linked Issues or Issue Description

**What happened?**

A company import fails at the preview step with `Preview failed: Import
package exceeds 134217728 bytes`. The package is a valid Paperclip
export. Its compressed size is larger than the 128 MB server cap (one
reported package is 257 MB). The error panel suggests the CLI folder
import, but that path sends the package as one inline JSON body capped
at 64 MB, so it also fails.

**Expected behavior**

A valid company package of realistic size imports successfully through
the Import page. If a package is too large, the error must state the
limit clearly and suggest a step that can work.

**Steps to reproduce**

1. Export a company with enough attachments to make the compressed
package larger than 128 MB.
2. Open the Import page and upload the `.zip`.
3. Click "Preview import".
4. The preview fails with `Import package exceeds 134217728 bytes`.

**Deployment mode**

Reported from a managed deployment; the limit applies to all deployment
modes.

## What Changed

- Raise `PORTABLE_ZIP_UPLOAD_LIMIT_BYTES` from 128 MB to a 1 GB default
(`server/src/http/body-limits.ts`).
- Add the `PAPERCLIP_IMPORT_ZIP_MAX_BYTES` environment override. Invalid
or non-positive values fall back to the default.
- Scale the zip decompression-bomb guard from the configured cap at the
import route: the aggregate inflated ceiling is 4x the cap. The
per-entry ceiling stays at 512 MB because V8's string length limit
applies to an entry regardless (`server/src/routes/companies.ts`,
`packages/shared/src/portability-zip.ts`).
- Report the 422 limit error in MB instead of raw bytes.
- Replace the "use the CLI folder import for very large packages" hint
on preview failure with advice that works: re-export the package without
large attachments (`ui/src/pages/CompanyImport.tsx`).
- Update the stale comment in `ui/src/lib/import-preflight.ts` that made
the same CLI claim.
- Add tests for the new default, the env override, and the
invalid-override fallback.

## Verification

- `pnpm vitest run server/src/__tests__/body-limits.test.ts
packages/shared/src/portability-zip.test.ts
server/src/__tests__/company-portability-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-portability-import-batching.test.ts` — all
pass.
- `pnpm vitest run ui/src/pages/CompanyImport.test.tsx` — passes,
including the updated failure-panel copy assertion.
- `pnpm typecheck` — clean across the workspace.
- Manual: upload a `.zip` larger than the configured cap; the preview
fails with `Import package exceeds the 1024 MB upload limit` and the new
hint. A package between 128 MB and 1 GB now previews and imports.

## Risks

- Peak per-import memory rises with the cap: the upload is buffered in
memory and unzipped in one pass. A 1 GB compressed package can use
several GB transiently. Imports are instance-admin actions, so the
exposure is a deliberate operator action, not anonymous traffic.
Operators on small hosts can lower the cap with
`PAPERCLIP_IMPORT_ZIP_MAX_BYTES`.
- The aggregate bomb guard moves from a fixed 512 MB to 4x the
configured cap. It still bounds expansion far below what a decompression
bomb needs.
- No migration and no API shape change. The 422 message text changes; no
code matches on the old text.

## Model Used

- Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended
thinking and tool use (file edits, local test runs, live-instance
inspection).

## 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
2026-08-10 12:47:03 -07:00
Devin Foley f9173782cd feat(release): add smoke-gated nightly channel and lane-separated Docker tags (#11006)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release subsystem publishes the `paperclipai` npm package set
and the Docker images on two lanes: canary on every master push, and
stable on manual promotion
> - There is no middle ground between those lanes. Users must track
every merge or wait weeks for a stable. Docker `:latest` also tracks
master, so Docker users have no stable image at all
> - A calm prerelease lane needs to exist, and it must never ship a
build that failed its checks
> - This pull request adds the nightly channel: a scheduled job that
selects the newest master commit with a green canary publish, runs the
full release smoke suite against that exact published canary, and only
then republishes it as the nightly. It also separates Docker tags by
lane, so `:latest` finally means stable
> - The benefit is that users can follow prereleases at a nightly
cadence with a smoke-tested guarantee, and Docker users get real
`:canary`, `:nightly`, and stable image tags

## Linked Issues or Issue Description

**Subsystem affected**

Release automation: `scripts/release.sh`, `scripts/release-lib.sh`,
`.github/workflows/release.yml`, `.github/workflows/docker.yml`,
`.github/workflows/release-smoke.yml`.

**Problem or motivation**

The project publishes only `canary` (every master push) and `latest`
(manual stable). Users who want prereleases without per-merge churn have
no option. Docker has a second problem: master builds overwrite
`:latest`, and CI-published stables never produced Docker images,
because tags pushed with `GITHUB_TOKEN` do not fire the `v*` tag trigger
in `docker.yml`. No stable-versioned image exists in ghcr today.

**Proposed solution**

Add a `nightly` channel. A scheduled job selects the newest
canary-tagged master commit, smoke-tests that exact published canary,
and republishes the same commit as `YYYY.MDD.P-nightly.N` under the
`nightly` dist-tag. Separate Docker tags by lane (`:canary` for master,
`:nightly` for nightly tags, `:latest` plus version tags for stable tags
only), and have the release jobs dispatch `docker.yml` at the new tag so
lane images actually build.

**Alternatives considered**

Moving the `nightly` dist-tag to the existing canary version without a
republish. Rejected: the version string would say `canary` while the
user is on nightly, which breaks at-a-glance lane identification in bug
reports and `--version` output.

## What Changed

- `scripts/release-lib.sh`: channel-parameterized
`next_prerelease_version` and `prerelease_tag_name` helpers (canary
helpers delegate to them), a `require_channel_tag_at_head` guard, and
the no-provenance retry for Sigstore transparency-log duplicates now
covers the `nightly` dist-tag as well as `canary`
- `scripts/release.sh`: new `nightly` channel. It requires HEAD to carry
a `canary/v*` tag, publishes the full public package set as
`YYYY.MDD.P-nightly.N` under dist-tag `nightly`, and tags the source
commit `nightly/vYYYY.MDD.P-nightly.N`
- `.github/workflows/release.yml`: scheduled nightly chain (09:00 UTC) —
select candidate, smoke it via `release-smoke.yml`, publish on green
under the existing `npm-canary` environment, push the tag, dispatch
`docker.yml`. New `channel` dispatch input (default `stable`, so
existing stable dispatches are unchanged) with `nightly_source_version`
and `dry_run` support for forced runs. The stable path now also
dispatches `docker.yml` at the new `v*` tag
- `.github/workflows/docker.yml`: lane tag mapping for both image jobs —
master pushes publish `:canary` and no longer move `:latest`;
`nightly/v*` tags publish `:nightly`; only stable `v*` tags publish
`:latest` and the versioned tags. New `workflow_dispatch` trigger for
the release-job dispatches. Build-version stamping uses the exact
nightly version on nightly tag builds
- `.github/workflows/release-smoke.yml`: `nightly` added to the dispatch
choice list
- `doc/CHANNELS.md` (new): user-facing guide to the channels
- `doc/RELEASING.md`: nightly lane documentation, Docker tag mapping
table, and a nightly failure playbook
- `doc/RELEASE-AUTOMATION-SETUP.md`: note that nightly reuses
`npm-canary` and needs no npm trusted-publisher changes
- Tests: channel-parameterized version helper coverage in
`scripts/release-registry-versions.test.mjs`, and nightly flow coverage
(publish identity, notes not required, canary-tag guard) in
`scripts/__tests__/release-dry-run-notes.test.mjs`

## Verification

- `node --test` on the release script suites: 68 pass, including 6 new
tests. The only failure, `acpx-patch-packaging.test.mjs`, needs
installed `node_modules` and fails identically on a pristine checkout of
master in the same environment
- `bash -n` on both shell scripts and YAML parse of all three workflows
- Live fail-path check: `./scripts/release.sh nightly --print-version`
from a master tip with no canary tag fails with `HEAD has no canary/v*
tag`
- Live success-path check: the same command from the
`canary/v2026.806.0-canary.7` commit prints `2026.806.0-nightly.0`
- Live selection check: the candidate-selection shell logic run against
the real repository selects the commit of `canary/v2026.806.0-canary.7`,
which matches the current npm `canary` dist-tag exactly
- After merge: dispatch `release.yml` with `channel: nightly` and
`dry_run: true` to preview, then a real forced run to validate end to
end before the first scheduled run

## Risks

- Docker `:latest` changes meaning from "latest master build" to "latest
stable release". This is deliberate and will be announced. Users who
want the old behavior pull `:canary`. Until the first stable release
after this change, `:latest` stays at its current (master-built) image
- The nightly is a rebuild of the same source commit, not the
byte-identical canary artifact that was smoked. The lockfile pins
dependencies, and the publish path's registry-visibility and
clean-prefix install gates still run on the nightly artifacts
- All npm publishing must stay inside `release.yml` because npm trusted
publishing pins that workflow file per package. The nightly jobs were
added to `release.yml` for exactly that reason; this constraint is now
documented in `RELEASING.md`
- The stable-lane Docker dispatch fails gracefully (a warning with
manual instructions) when the source ref predates `docker.yml`'s
`workflow_dispatch` trigger

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with
extended thinking and full tool use (repository exploration, local test
execution, live registry and git verification). All code, tests, and
docs in this PR were model-authored under human direction.

## 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 (pending — will confirm before
merge)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending — will confirm before merge)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-10 12:16:55 -07:00
Devin Foley 75acc4650f feat(sandbox-providers): pre-fill environment form with default sizing and image values (#11004)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent runs execute inside sandbox environments. Sandbox provider
plugins (Daytona, Modal, exe.dev, and others) declare a JSON-Schema
`configSchema`. The Environment configuration form renders from that
schema.
> - The sizing and image fields open empty. Users must guess working
values. The Modal form cannot submit at all until the user types an app
name and an image by hand.
> - The form renderer already pre-fills every field that declares a
JSON-Schema `default`. The manifests do not use this mechanism for
sizing or image fields.
> - This pull request adds optional `default` values to the Daytona,
Modal, and exe.dev manifest schemas.
> - The benefit is a form that opens with known-good values. Users can
create a working environment without provider research.

## Linked Issues or Issue Description

**Current behavior**

The Environment configuration form opens with empty sizing and image
fields for the Daytona, Modal, and exe.dev sandbox providers. Users must
find working values in provider documentation. Modal declares `appName`
and `image` as required with no default, so the form blocks submission
until the user invents both values.

**Proposed behavior**

The provider manifests declare JSON-Schema `default` values. The
existing form renderer pre-fills them:

- Daytona: CPU `4`, memory `4` GiB, disk `10` GiB, image
`daytonaio/sandbox:0.8.0`
- exe.dev: CPU `4`, memory `4GB`, disk `20GB`
- Modal: app name `paperclip`, image `node:22`

Secret-ref fields (API keys, tokens) get no defaults on purpose. The
form persists a raw string in a secret-ref field as a company secret on
save. A placeholder default would become a stored secret with a bogus
value. Each plugin test suite now guards this invariant.

**Reason and benefit**

New users can create a working sandbox environment without guessing. The
defaults stay optional: users can clear or change every value, and the
schema marks no new field as required. The Modal image default `node:22`
satisfies the sandbox runtime contract in `SANDBOX-REQUIREMENTS.md`
(`node`, `sh`, and `tar` on PATH).

**Subsystem affected**

Sandbox provider plugins (`packages/plugins/sandbox-providers/*`):
environment driver `configSchema` manifests.

**Breaking changes**

None. Defaults only seed the create-mode form. Saved environments keep
their stored config. E2B, Novita, Cloudflare, and Kubernetes manifests
do not change: E2B and Novita already default to their base templates,
and the Cloudflare bridge and Kubernetes cluster fields have no sensible
universal value.

## What Changed

- Add `default` values for `cpu`, `memory`, `disk`, and `image` in the
Daytona manifest. Trim the memory description to match.
- Add `default` values for `cpu`, `memory`, and `disk` in the exe.dev
manifest.
- Add `default` values for `appName` and `image` in the Modal manifest.
Extend the image description with the runtime-contract rationale.
- Add manifest tests in all three plugins: defaults match expected
values, defaults satisfy their own schema constraints, and no secret-ref
field declares a default.
- Bump plugin versions: daytona and modal `0.1.0` → `0.1.1`, exe-dev
`0.1.1` → `0.1.2`.

## Verification

- Run `pnpm test` in `packages/plugins/sandbox-providers/daytona`,
`.../modal`, and `.../exe-dev`. The new `* manifest form defaults`
suites pass.
- Run `./node_modules/.bin/tsc --noEmit` in each of the three packages.
Typecheck passes.
- Manual: rebuild the plugins (`pnpm build` in each package), let the
plugin dev-watcher refresh the manifest, then open Environments → New
environment. The Daytona form shows CPU 4, Memory 4, Disk 10, and image
`daytonaio/sandbox:0.8.0`. The Modal form shows `paperclip` and
`node:22`. The API key fields stay empty.
- Verified live on a local instance: the served `configSchema` in the
plugin registry carries the new defaults, and existing environments are
unchanged.

## Risks

- Low risk. The change touches only manifest schema metadata and tests.
No runtime code path changes.
- New environments created with untouched forms now request 4 CPU / 4
GiB / 10 GiB from Daytona instead of provider minimums. This can raise
cost per sandbox for users who previously saved empty fields.
- The Daytona image default pins `daytonaio/sandbox:0.8.0`. The default
needs a manual bump when Daytona ships new sandbox images.

> 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 Fable 5 (Anthropic, model ID `claude-fable-5`), via the Claude
Code CLI, with extended thinking and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-06 12:04:33 -07:00
00a24d7e8f ci: split general-server tests into five shards with refreshed durations (#10925)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The PR workflow runs the server vitest suite across sharded runners
because the suite is pinned to one worker.
> - In successful PR run 30930345729 (2026-08-04), shard `server (3/4)`
took 311 seconds of wall time and was the slowest check in the run.
> - The suite has grown to about 946 seconds of serial vitest time, but
the duration manifest was last sampled on 2026-08-01 at about 882
seconds.
> - This pull request refreshes the per-suite duration manifest from
that run's logs and splits the lane into five shards.
> - The benefit is a shorter PR critical path: each shard carries about
196 seconds of suite time, level with the other lanes.

## Linked Issues or Issue Description

Refs #10663 (previous split of this lane into four shards).
Related: #10923 splits the separate serialized-suites lane into five
shards. Both PRs touch `.github/workflows/pr.yml` in different matrix
blocks; whichever merges second needs a trivial rebase.

**What existing behavior does this improve?**

The `general-server` vitest lane runs in four shards with a duration
manifest sampled on 2026-08-01.

**Current behavior**

In PR run 30930345729, shard 3/4 ran for 311 seconds (273 seconds in the
test step) and was the longest check in the run. The suite now totals
about 946 seconds of serial vitest time.

**Proposed behavior**

Run the same suite set in five shards, balanced with a per-suite
duration manifest refreshed from that run's shard logs (279 suites
measured by diffing consecutive completion timestamps).

**Reason and benefit**

The refreshed LPT partition balances at about 196 seconds of suite time
per shard (about 240 seconds per job), level with the other PR lanes. No
test coverage is lost.

**Breaking changes**

None. The change only alters the CI partition size and the duration
manifest.

## What Changed

- Bump the `general-server` shard matrix in `.github/workflows/pr.yml`
from four to five shards.
- Refresh `scripts/general-server-shard-durations.json` from the
2026-08-04 run's shard logs.
- Update `SHARD_COUNT` in
`scripts/__tests__/run-vitest-stable-shard.test.mjs` to five.

## Verification

- `node --test scripts/__tests__/run-vitest-stable-shard.test.mjs` — 9/9
pass, including the complete non-overlapping partition proof and the
duration-balance check.
- `node --test scripts/__tests__/release-verify-workflow.test.mjs` — 2/2
pass.
- `node --test scripts/__tests__/e2e-shard.test.mjs` — 7/7 pass.
- A 5-way dry-run partition covers all suites exactly once with equal
projected weights.

## Risks

- Low risk. The change only alters CI partition size and duration
weights; the suite set is unchanged.
- One more runner is used per PR run for this lane.
- Stale duration weights degrade gracefully: suites missing from the
manifest get the median weight.

## Model Used

- Claude (Anthropic), Claude Code CLI, model ID `claude-fable-5`,
extended thinking with tool use enabled.

## 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
(workflow comments explain the new shard math)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Claude <claude@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 16:44:29 -07:00