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Author	SHA1	Message	Date
DottaandPaperclip	422287eecd	fix: preserve runner recovery, warm sessions, and task outcomes (#13338) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The native runner connects task messages, provider execution, and task outcomes. > - First-time user tests exposed gaps in recovery, completion permissions, message delivery, and Stop behavior. > - These gaps left usable output hidden, completed work waiting for bookkeeping, or safe work unable to continue. > - This pull request fixes the shared lifecycle and receipt paths while preserving process ownership and action checks. > - Users can continue work with accurate task state and durable messages. ## Linked Issues or Issue Description **What happened?** A stopped local Codex execution could remain blocked even after its processes had stopped and its complete transcript proved that no external action needed replay. Claude under Conservative permissions could fail to call task completion tools. Recovery could reuse an assistant item ID and overwrite prior output. A delivered comment could remain marked uncertain after navigation. Stop could look like Pause or a new recovery incident. Workspace contention could look like cancellation. A direct reply reopening Done could enter a clarification loop. **Expected behavior** Recover automatically only with verified termination and complete action receipts. Preserve answers and messages. Keep task completion available under Conservative permissions without broad tool access. Show crashes as Blocked, actual human decisions as In Review, and ordinary workspace contention as waiting. Stop the current response and allow a new direction. **Steps to reproduce** 1. Create ordinary response tasks with local Codex and Claude Code, then send follow-up messages through the task composer. 2. Interrupt a disposable local Codex runner during text-only work. Verify automatic continuation and retained output. 3. Stop a response, send a new request, answer a clarification, and reopen completed work with another message. 4. Navigate or reload while a comment submission is pending. Confirm the exact persisted request receipt settles it without removing newer draft text. 5. Run two tasks in a shared Daytona workspace. Confirm waiting does not appear as failure. **Paperclip version or commit** Initial acceptance baseline: `c9021c6721f91e2c74bd9fee9d3fd41c999d17b7`. Current integration base: `6cef9743c`. Both operator-interruption and workspace-waiting guards are preserved; native restart and legacy permission rules remain documented. **Deployment mode** An isolated source-built test-drive instance, with real local Codex and Claude Code providers and disposable Daytona environments. Related work: #13314, #13316, #13327, #13344, #13239, #13254, #13163. This PR addresses additional failures from ordinary task journeys, including controller restart handoff and repeated warm sandbox setup. Historical task status reconciliation is excluded. ## What Changed - Persist runner ownership immediately at spawn and resume an explicitly adopted runner even when the controller crashed before the first driver checkpoint. Detach the controller safely across graceful restarts, including session startup. Prevent an old finalizer from suspending or signaling an adopted runner. Checkpoint idle warm sessions before shutdown. Preserve the same run and queued follow-up messages. - Scope saved legacy queue successor checks to the queue owner while preserving ordinary task locks, operator identity, assignment gates, and exactly-once delivery. - Preserve managed Codex credential files when an old session is detached for restart; normal owned cleanup still copies refreshed auth back and removes the scoped copy. - Reuse the bound warm shared sandbox and fully verify an existing staged provider pack before using it. This avoids repeated uploads when the pack is already valid. - Add a narrow local Codex replacement path with stopped-process proof, a closed transcript inventory, exact completion receipts, and fresh-session lineage. Preserve no-replay holds when evidence is incomplete. Recovery may clear only the same run's recorded Blocked status version; manual re-blocking and dependency changes invalidate that receipt, while queued comments do not. Later blocks stop scheduled, queued, and final dispatch; queued/final checks re-read dependencies even when the task status stays In Progress. - Permit only task delivery and human-input tools through the isolated Claude runner's exact task bridge. - Scope assistant item identity to the provider turn and ignore only authority-free Codex skill-change notifications during startup. - Reconcile composer submissions by client request ID across response loss, navigation, and reload. Retain text typed during delivery. - Keep acknowledged run-only Stop neutral and show workspace contention as waiting. Project exhausted native failures as Blocked. - Restore the guarded task-page retry action for failed legacy runs, including the server-supported explicit new-attempt path for stopped conversation adapters. Preserve native/process recovery holds and avoid promising Retry while a decision or execution gate hides it. - Refresh delivered artifacts and handle direct user replies that reopen completed work without a clarification loop. - Check the embedded PostgreSQL PID, data directory, and actual port before connecting or migrating. - Document accepted behavior and add focused regressions at lifecycle, route, transcript, and UI boundaries. ## Verification - Final head `fece606ac2` passes the complete GitHub CI matrix: **34 green checks, two expected Storybook skips, no failures or pending checks**, including `ci / verify`, `ci / e2e`, full runner verification, typecheck, build, every server/workspace shard, and all browser shards. [CI run](https://github.com/paperclipai/paperclip/actions/runs/34727183287). Greptile is **5/5 with no open findings**. The final two commits only refine test fixtures; both affected suites pass 24/24 locally and in CI, with server typecheck green. - Complete local Vitest coverage uses the canonical groups/shards: all 635 general server suites, all 145 serialized suites, and all workspace packages. The aggregate began on `0a8001c18` while the final queue fix arrived: 23,903 passed, five failed, 87 skipped. The five port/socket/timing failures passed unchanged in follow-ups (60 tests in the exposure/file suites and 412 tests covering the serialized failures and unrun tails). The final queue/operator-identity suites separately passed 52/52. This is aggregate coverage plus explicit reruns, not a pristine single-command final-head run. - After integration with current master, queue/operator-identity/continuation suites passed 162/162 and affected UI suites passed 140/140. ACP Stop/continuation and legacy task/Inbox/message browser suites passed 9/9, including both task recovery Retry and thread Try again, automatic saved-message delivery, exactly one new run, Done, and retained output after reload. The default process Stop/Pause/Resume browser case passed (the native-provider case is opt-in and skipped by default). The complete Board attachment/receipt browser suite passed 11/11 on a disposable instance, covering both composers, exact receipts after lost responses, no replay, bound attachments, and newer drafts after reload. - Blocking-intent regressions cover pre-existing Blocked, a mismatched run/cause, an explicit manual re-block, changed dependencies, a queued comment after failure, and a block arriving between scheduling and provider dispatch. The negative cases reproduced before the fix. All 478 affected executor/recovery/dispatch tests passed; both database suites ran separately after availability-probe skips in the first combined command. The final late-dependency check passed all 143 affected recovery/dispatch tests (zero skips) after two new negative cases reproduced the bug. - Focused runtime regressions cover awaited runner ownership publication, authenticated adoption before the first checkpoint, old-finalizer detachment, idle and busy warm-session shutdown, rejected checkpoint propagation, provider-pack verification, and managed-Codex credential preservation. Four managed credential detachment cases reproduced the bug before the fix; normal owned cleanup still succeeds exactly once. - Live local Claude: SIGKILL 2.6 seconds into startup recovered the same run automatically in 53 seconds, then a normal follow-up completed in 24 seconds. SIGTERM 2.5 seconds into startup preserved the same run (54 seconds) and its queued follow-up (21 seconds). Answers remained visible and the task reached Done. - Live Claude Daytona: a warm follow-up retained its sandbox and fell from 121 seconds to 44 seconds. A separate cold turn took 127 seconds; after controller shutdown and checkpointing, its follow-up completed in 33 seconds with the same sandbox, workspace, native session, and runner. Both answers remained visible and the task was Done. - Other live journeys covered task completion and follow-up with local and Daytona Codex, local Codex crash recovery, Stop then new direction, clarification response, live artifact refresh, and shared-workspace waiting. - Validation limits: the opt-in native composer Stop/Pause→subtree Resume fixture exposes terminal/result ordering and subtree-cancellation attribution bugs that can leave a child task blocked; that new finding is assigned to a separate follow-up and is not claimed fixed here. Default CI skips this optional native-provider fixture. Managed-Codex credential handoff and the queue-agent integration use automated regression evidence. Cold custom provider-pack uploads still add startup latency. ## Risks - Automatic replacement remains deliberately narrow: local Codex, verified stopped identities, unchanged retained state, and a complete text/completion-only turn. Unknown actions, partial history, or changed ownership remain blocked. - Claude completion permission handling changes an upstream package patch. The exact isolated task bridge must remain pinned; unrelated tools keep their existing permissions. - New task failure projection changes user-visible status. No historical status backfill or database migration is included. - This is a broad lifecycle fix across server and UI. Live proof covers graceful local Claude restart during startup and idle Claude Daytona session recovery across controller shutdown. Live abrupt SIGKILL during local Claude startup also recovered the same run. Unknown ownership or missing action evidence still blocks reuse. Cold custom provider-pack uploads still add startup latency; this change avoids unnecessary repeat uploads. ## Model Used OpenAI GPT-6 (Codex), with reasoning, code execution, browser automation, and tool use. The exact hosted model ID and context window are not exposed in this task. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 19:41:15 -05:00
DottaandPaperclip	df984cbc2c	fix: dispatch queued legacy messages with operator identity and task permissions (#13315) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task conversations save messages that arrive during an active turn. > - Legacy adapters deliver these messages in a later turn. > - A run can stop before the saved queue is delivered. > - The Interrupt button previously required an active run, so it could not release this queue. > - This pull request lets a board operator send the saved queue after the run stops and retries queues missed during finalization. > - Manual dispatch must use the clicking operator and must not require permission to create agents. > - The task can continue without a duplicate message or a second execution owner. ## Linked Issues or Issue Description **What happened?** A legacy task retained a queued message after its run stopped. Interrupt was disabled because the queue had no active target. Finalization and deferred message admission can also leave a queue without a successor. **Expected behavior** Interrupt sends the saved messages when no runner is active. Messages that arrive during normal completion are delivered automatically. An uncertain previous execution still requires proof that its process or sandbox stopped. **Steps to reproduce** 1. Queue a user message during a legacy conversation turn. 2. Let the turn stop or simulate a server restart before queue promotion. 3. Open the task with a deferred queue and no active run. 4. Try Interrupt. Before this change, the button is disabled. **Paperclip version or commit** Reproduced against `8f40b4ad4`. **Deployment mode** Legacy conversation adapter. The same persisted queue state is covered with an isolated PostgreSQL fixture. Related public work: #13275 adds active legacy interruption. #13291 addresses automatic sandbox conversation recovery. This change handles explicit saved-queue delivery and late queue promotion. ## What Changed - Accept a null Interrupt target while retaining queue identity, revision, company, and assignee checks. - Save the operator's request on the existing queue. Reuse normal admission after verified stop, including older messages, different authors, and queues whose original wake came from the system. - Strip interruption authority from caller-supplied wake payloads. Only the board queue route can persist that authority. - Retry durable interruption requests after restart and deferred queues after legacy cleanup. - Let an explicit Interrupt retry cleanup for its stopped run, including old ephemeral leases that recorded success without a provider stop receipt. Preserve retained resources, other lease owners, and the automatic retry limit. - Preserve the server's waiting explanation when normalizing and combining queue entries. - Revalidate the consumed board queue receipt at dispatch so a different message author does not cause setup failure. - Use the Interrupt user's execution identity for the new run. Preserve original message authors. Validate the receipt independently at startup and inherit the resulting identity on retry. - Persist authenticated board authority for ordinary manual wakes too. Adopting someone else's queued messages cannot switch a manual run to that author's permissions. Strip caller-supplied authority markers and retain private conversation ownership checks. - Keep the clicking user when a manual wake is merged into an older deferred receipt. Update its requester and payload in the same transaction. - Use the same current-queue/revision API on task details and pipeline conversations; show Interrupt after a legacy target stops. - Keep manual wakes out of active runs, including unscoped agent wakes. They receive their own execution identity; a matching receipt requester is not sufficient because an exact retry can retain a different originating identity. - Authorize both existing-agent wake endpoints with `agent:wake`, available to active non-viewer company members. Keep `agents:create` for hiring. Validate the stored task and current assignee before an exact task retry. - Reject viewer Interrupt requests before saving intent or stopping execution. Keep external chat retry authorization and per-action agent/user permission checks. - Preserve edits and discards until dispatch. Prevent another queue promotion when the same agent already has a successor. Keep independent reviewer recovery available. - Suppress cancelled/failed run toasts for intentional operator interruption. Keep ordinary runtime error notices. - Add UI, route, admission, restart, successor ownership, and toast regression tests. Document the behavior. - Reuse the existing socket reservation helper for both credential-quorum test cases after CI exposed an ambient-port collision. This changes test preparation only; production credential staging is still called exactly once. ## Verification - Failing regression tests reproduced the message-author identity bug and an operator's `agents:create` rejection before the fixes. - All 316 focused tests pass across eight route, queue, identity, authorization, continuation, and responsible-user suites, including the 44-test rerun of queue admission and actual startup after the final manual-wake restriction. Regressions reproduce cross-user merging both with and without a task, and same-requester receipt ambiguity. The cross-company existence guard also passes both tests. - Startup integration tests reach adapter execution under the clicking operator and retain that identity through follow-up. Coverage includes mixed authors, adopted queues, system-origin queues, restarts, forged or stale receipts, viewers, suspended memberships, changed assignees, private conversations, and caller-supplied authority markers. - The earlier queue/cleanup/UI regression suite passed 402 tests. The final review corrections pass another 180 tests across queue admission/persistence, real heartbeat startup, UI API, conversation rendering, and pipeline suites. Regression tests reproduced both review findings before correction. The final head has a 5/5 review with no unresolved threads. Full CI passes on `c2002979c`, including every general and serialized server shard, all browser shards, Paperclip Runner verification, typecheck, build, canary dry run, and the aggregate gates. - Full `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after the final application changes. CI identified an outdated task-page API mock after the shared helper extraction; the fixture now exercises the real helper, and all 131 task-page/API tests pass. The final application build passes with the additional manual-wake restriction. - CI exposed a pre-existing port collision in the Codex credential-quorum fixture. It reproduced locally; both listener cases now use the existing bounded reservation helper. All 41 credential tests pass on rerun. One intervening local run hit a separate ambient bind collision in the two-occupied-port case. - The full local `pnpm test:run` attempt was stopped after host contention caused focused-suite timeouts. The affected focused tests passed on rerun. An expiring trace fixture and a missing private-conversation state were corrected. The successful full CI run is the complete-suite verification. - Hosted Interrupt previously cleared the original queue and produced exactly one successor with neutral interruption feedback. It exposed the dispatch authorization defect. Retry on that earlier build was rejected for missing `agents:create` before creating another run. - Deployed the final application build (`38257f391`) to the scoped hosted instance and verified readiness. The latest PR commit changes only the credential test fixture; application code matches that deployment. A live Retry by the same operator without `agents:create` created one successor attributed to that operator, passing the former dispatch permission gate. Startup then stopped at `configuration_incomplete` because that operator has not configured their required personal Claude Code OAuth secret; the post-deployment run page confirms the operator identity and no provider work started, and the My secrets UI still shows the token as not set. Provider execution remains unverified pending that credential. No permission grants or credentials were changed. ## Risks Queue admission and finalization can race. The task lock, durable queue receipt, current comment IDs, and successor guard prevent duplicate dispatch. Process and lease stop checks, task pauses, approvals, ownership, and budgets remain in force. The API change only allows null on legacy Interrupt; native steering still requires an active run. No schema migration is required. Active non-viewer board members can now invoke existing agents without agent-creation permission. Agent self-invocation rules, raw provider-trace admin access, task retry scope, external chat authorization, and action-specific user/agent permissions remain enforced. ## Model Used OpenAI GPT-6 through Codex. The session does not expose an exact backend model ID or context-window size. Used reasoning, repository search, code execution, tests, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 17:11:30 -05:00
DottaandPaperclip	8d6232e7b0	feat: reuse provider sign-in across AI connection workflows (#13248) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect provider accounts during onboarding and agent setup. > - They should reuse and manage those accounts through the existing Connectors interface. > - A second login wizard would diverge from the established provider workflows. > - This pull request composes the existing sign-in components into Connections and agent configuration. > - Users can select accounts without changing their agent's harness or model. ## Linked Issues or Issue Description **Problem or motivation** AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. **Proposed solution** Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. **Alternatives considered** A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. **Roadmap alignment** This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add compact AI-account management to the existing Connectors pages. - Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome, and authentication controllers. - Add the shared connection picker to agent setup/settings and task requests. - Preserve onboarding's sequence and reuse existing accounts. - Add local-login recovery, retry, cancellation, and React StrictMode handling. - Add interactive Storybook scenarios, design-guide examples, and app acceptance checks. This is part 2 of the AI Connections change. The runtime foundation in #13247 is merged. This PR now targets master. ## Verification - Updated against master `47ded8bf9`, including the landed runtime foundation and upstream task-search changes. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All CI test, browser, build, packaging, and runner jobs passed on final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh Greptile review is 5/5, the security scan passed, and there are no unresolved review threads. The final CI aggregate gates passed. - Local general-server coverage passed 11,804 tests; three port-collision failures passed in an isolated 25-test rerun. All 6,111 UI tests passed. CLI coverage passed 484 tests; its remaining doctor test requires port 3199, which is occupied by an unrelated report server on this Mac. The complete CLI suite passed in CI. - Live browser testing verified Codex API-key reconnect inside a task card on desktop and phone. Real provider runs resumed and completed with unchanged connection/grant identity and agent routing. - Tested opening, cancelling, reopening, and completing connection creation. A regression confirms Connect another account cannot submit the new-agent form or copy provider keys into agent settings. - Added shared inline repair, automatic local sign-in checks, and responsive connection dialogs. Standalone Daytona installation ignores workspace configuration and suppresses dependency scripts. Its standalone build also passed with CI's exact pnpm 9.15.4. - Destructive live tests are excluded by default. Explicit opt-in, local deployment checks, and matching disposable fixture identities are required before any mutation. ## Risks - Local Codex/Grok creation requires the connection-specific terminal login command. - Browser sign-in uses the existing supported-environment controllers. - This update verifies live local Claude detection and Codex API-key task repair. New subscription authorization/refresh and independent-human/native-runner isolation were not reverified in this update. - No agent automatically adopts managed Connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 16:51:26 -05:00
DottaandPaperclip	ab15aff390	feat: add experimental persistent agent chat (#13284) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 08:56:04 -05:00
DottaandPaperclip	52811c6ce6	fix(tasks): require resume before sending to paused tasks (#13232) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task execution controls let board users pause a task or its subtree. > - The composer still accepted messages while a pause hold was active. > - A paused task must require an explicit resume before the user can send another message. > - This pull request replaces the composer with an amber pause card and checks board comment writes on the server. > - The user keeps their draft and resumes through the existing task controls. ## Linked Issues or Issue Description Refs #13104. Refs #13119. **What existing behavior does this improve?** The task composer and existing task/subtree pause controls. **Current behavior** A paused task can still receive a board message. The pause notice sits outside the composer, which leaves the send action available. **Proposed behavior** Show an amber takeover in both task chat and the classic composer. Preserve the draft. Require the user to resume the task or the ancestor subtree before sending. Reject board comment writes through either supported write route while the pause hold is active. **Breaking changes** Board comment writes to a paused task now return HTTP 409. Agent run reports remain supported during a pause. There is no schema migration. ## What Changed - Add a shared amber composer takeover with task, subtree, saved draft, pending, and error states. - Use effective ancestor pause state in both composer interfaces. Refresh it after pause events, task updates, and rejected sends. - Preserve draft text and attachments. Hide editor, send, queued edit, and pending question controls while paused. - Check active pause holds before board comment writes can mutate tasks, store comments, or wake agents. - Connect the approved Storybook examples to the production component and update the design and behavior docs. - Add browser coverage for both composers, draft persistence, resume, inherited holds, and rejected writes. Update ACP continuation coverage for the explicit resume requirement. ## Verification - Passed: `pnpm -r typecheck`. - Passed: `pnpm build`. - Passed: `pnpm build-storybook`. - Passed: `pnpm check:token-gates` and `git diff --check`. - Passed: focused UI tests (398 tests) and server route tests (127 tests). - Passed: `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/paused-composer.spec.ts tests/e2e/acp-stop-continuation.spec.ts` (5 tests). - Passed: manual browser walkthrough in a disposable local instance. Pause with a draft, refresh while paused, resume, send, and reopen. The draft returned, and one message persisted. The amber card and resume dialog were readable with no clipping. - Full local `pnpm test:run` did not pass: the general-server stage recorded 9,072 passing tests, 6 database setup failures from macOS shared-memory exhaustion, and 4 failed tests. This stopped the script before its later groups. Latest-head CI runs those groups independently. - Local follow-up: the Git file-resource load test passed on rerun (4 tests); native finalization migration passed after clearing the abandoned browser-test database allocation. Building the native debug fixtures fixed the missing fake provider. The remaining native-session recovery assertion also reproduces on untouched base commit `87b3e5fc6` (36 pass, 1 fail on both base and PR). It expects a settled-session error but receives a semantic-input-digest error. - The final UI build, UI typecheck, token gates, both thread suites (182 tests), and all five browser tests passed after the queued-action review fix. All 31 latest-head CI checks passed, including all server, workspace, browser, build, release, and security gates. Two optional Storybook jobs were skipped by workflow policy. Greptile reviewed `32d8fb5f5` at 5/5 with no open findings. - Review the Paused Composer and Tasks / Execution Controls stories. Pause a task with a draft, verify the amber card, resume, and verify the draft can be sent once. ## Risks - Clients that used board comments to continue paused work must resume first. The response is an explicit HTTP 409. - Pause state can change while a page is open. Live updates refresh the composer, and the server rejects stale sends before their side effects. - Resume keeps the existing dialog and optional agent wake behavior. Agent reports from interrupted runs remain allowed. ## Model Used OpenAI Codex, based on GPT-6, assisted with design, implementation, code execution, and browser verification. The exact runtime model ID and context window are not exposed in this session. The agent used reasoning and tool calls. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the relevant tests locally and they pass; the full local-suite limits are documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 10:28:00 -05:00
DottaandPaperclip	a05b828bcd	Reduce run polling and workspace inspection amplification (#13174) ... ## Thinking Path > - Paperclip manages agent work and shows run progress to operators. > - Run lists, live events, transcripts, and workspace details must remain responsive as usage grows. > - Run-list redaction rereads the full context for every run. Hidden tabs can still trigger requests through live events and manual timers. > - Workspace detail reads repeat Git inspection even when concurrent callers request the same state. > - This pull request batches registry reads, pauses hidden-tab refreshes, and caches Git inspection for display. > - Cleanup keeps fresh Git checks, and redaction keeps company and run boundaries. ## Linked Issues **What happened?** Run-list responses perform one extra database read per run and parse full context JSON to obtain small secret registries. Hidden tabs continue transcript reads and event-triggered refetches. Workspace detail requests repeat Git scans. **Expected behavior** A run list reads registries once. Hidden tabs stop recurring run reads and reconcile when visible. Concurrent workspace detail reads share a short-lived Git result. **Steps to reproduce** 1. Open run lists and task transcripts in several tabs while agents run. 2. Hide some tabs and observe transcript and event-triggered requests. 3. Request a 200-run list and count redaction database queries. 4. Request the same workspace detail concurrently and count Git inspections. Related: #5255 adjusts polling cadence. This change addresses hidden-tab lifecycle, batched registry reads, and workspace inspection reuse. No duplicate with this scope was found. ## What Changed - Batch heartbeat and live-run redaction into one company-scoped registry query. Select only registry JSON for run and issue redaction. - Resolve duplicate secret values once per request. Preserve each run's registry and remove registry material from responses. - Suspend company event sockets and transcript reads while hidden. Refresh active queries and resume transcript offsets on return. - Prevent queued event invalidations and developer health polling from fetching in hidden tabs. Gate legacy run-log readers in both UI variants. - Exclude legacy plugin placeholder connections from remote health probes. Select only due connection IDs in SQL before the sweep limit. Preserve existing plugin records. - Cache concurrent Git display inspections for five seconds, with at most 256 entries. Leave close-readiness and cleanup checks uncached. - Add regression coverage and document the performance behavior. - Stabilize the existing Rust descendant-lineage fixture: allow a bounded 30 seconds for 300 durable notifications under concurrent test load, retaining every correctness assertion and adding timeout diagnostics. ## Verification - Regression coverage verifies one registry query for 200 runs, per-run isolation, request-local secret resolution, decryption failures, Git cache expiry/bounds, hidden-tab pause, and visibility recovery. - Real PostgreSQL redaction/run-route suites passed all 57 tests; workspace-service coverage passed. The health-sweep regression verifies plugin placeholders and chat connections remain untouched and do not consume the sweep limit. - Both legacy transcript viewers retain history and resume their byte offset after visibility changes. The related visibility/progress/chunk suites passed all 29 tests. Other focused UI suites and token gates passed. - Full `pnpm -r typecheck` and `pnpm build` passed. Affected-package typechecks/builds passed after review fixes. The concurrent Rust provider suite passed 84 tests (two ignored), and Rust formatting passed. - Full local `pnpm test:run` stopped after the general-server group: 10,538 passed, 65 skipped, four failed. Fresh chat-delivery and health-sweep reruns passed; building the debug runner fixture cleared the native-event test. One unchanged native-session recovery assertion still fails locally with a semantic-digest error instead of the expected settled-session message. The full local command is therefore not green. CI runs the later groups separately and skips the two native-session tests requiring a prebuilt runner binary (confirmed in its 37-test native-session suite). - All CI gates pass on final head `ee610e737`: typechecking, general and serialized tests, browser tests, runner verification, build, and canary dry run. One server shard passed on its single retry after exposure fixtures encountered port 42001 where they assumed 42000; that suite also passed locally (25 passed, three platform-specific skips). - Greptile reviewed the final head at 5/5 with no actionable findings. ## Risks - Workspace delivery display can lag local Git changes by five seconds. Destructive operations still inspect current state. - Hidden tabs do not receive company live-event notifications until visible. Active queries refresh on return. - This change preserves legacy plugin records and does not repair instance-specific workspace rows. There is no database migration. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser inspection. The exact model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted regressions; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 08:34:24 -05:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	8cfd30fb07	feat(ui): add composer Stop and simplify task controls (#13104) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task composer is where operators direct running agents. > - Operators need to stop work without leaving the conversation. > - Existing pause controls already hold task trees and interrupt both runner types. > - This pull request connects the composer to those controls and removes repeated feedback. > - Operators can pause work quickly and still queue messages while agents run. ## Linked Issues or Issue Description **What existing behavior does this improve?** Task pause, resume, and cancellation in the task page and composer. **Current behavior** The empty composer cannot stop a running task. Task controls require extra confirmation and reason text. Pause can show several notifications for the task already on screen. **Proposed behavior** Show Stop while this task runs and the composer is empty. Text or attachments switch it to Send. Stop and the menu use the same manual pause hold. Parent pauses include descendants. Keep task cancellation in the menu with a compact confirmation. Show one quiet pause row and gray cancelled-run details. **Reason and benefit** Operators can interrupt execution with one click. Drafts and queued messages keep their existing behavior. The UI waits for actual termination, including native cancellation acknowledgment. **Breaking changes** No endpoint, schema, or task-status change. Pause no longer asks for confirmation or a reason. Resume now honors the existing wake-agents option. Task notifications are suppressed for the task and subtree currently in view. Related UI work: #8228 changes navigation and composer shortcuts. This PR covers execution controls. No duplicate Stop-button PR was found. The change improves existing controls and does not duplicate a roadmap milestone. ## What Changed - Add Stop, pending feedback, duplicate-click protection, and inline errors to the composer. - Share the pause mutation across the composer, active-run controls, and menu. - Poll affected runs after a pause request. Require native cancellation acknowledgment. - Remove pause confirmation and shared reason fields. Reduce cancel confirmation to its task count and actions. - Honor wake-agents for executable tasks only. Preserve the pause when recovery review is needed; show partial wake failures inline. - Preserve explicit legacy reconciliation decisions while their continuation waits for dispatch. - Suppress notifications for visible task trees. Use quiet pause and cancellation feedback. - Add interactive stories using production controls and native/legacy end-to-end tests. ## Verification - User reviewed the running feature and revised Storybooks in the browser. - Rebased focused checks passed: 295 original targeted tests, 161 updated route/page/notification/status tests, and 26 recovery integration tests. - Both isolated runner journeys pass on the final revision (1.7 minutes). Coverage includes queueing, parent and child interruption, persisted holds, no automatic continuation, reconciled resume, cancellation, terminal exclusions, and no Stop toast. - Native coverage uses real runnerd with a deterministic provider fixture. Legacy coverage checks actual process termination. Live hosted-provider execution was not tested. - Repository typecheck and build, Storybook build, and token gates passed after rebase. The final server typecheck/build also passed. - The broad local run completed its general-server stage with 7,219 passing tests, 48 skipped, and two failures from cached pre-fix source and a stale native provider fixture. Both failed tests pass in fresh final-head reruns after rebuilding the fixture; the script did not continue to its later local stages. CI runs all test groups on the final revision. - Final revision: all 31 applicable CI checks passed; Storybook visual regression was skipped by its workflow conditions. Greptile: 5/5, zero unresolved comments. - Review `Tasks / Execution Controls` in Storybook. Type and clear a draft, stop a run, expand cancellation details, and test the menu on desktop and mobile. ## Risks - Stop pauses descendants for a parent task. This is the existing pause contract. - A held task can remain active if interruption fails. The UI shows an error instead of claiming termination. - Resume can start multiple assignees when wake-agents is selected. Backlog, blocked, and terminal tasks stay excluded. Existing execution reconciliation remains mandatory where required; Resume never invents action-outcome evidence. - Notification suppression uses the visible task and cached subtree. Notifications for unrelated work remain enabled. ## Model Used OpenAI GPT-6 through Codex. The exact runtime snapshot and context-window limit are not exposed in this session. Used reasoning, tool calls, code execution, and browser 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 - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-09 12:18:56 -05:00
DottaandPaperclip	e200104727	feat: review connection actions from tasks (#13063) ... Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts. Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests. Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 19:37:13 -05:00
Dotta	39206c0096	feat(ui): complete the task workspace (#12640) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task page is the main place where people guide and review agent work. > - Native runner events already project into the existing task chat on the lower stack. > - The larger task workspace must support those events without breaking direct adapters. > - Legacy questions, final replies, empty transcripts, and classic controls must keep their behavior. > - This pull request completes the provider-neutral task workspace experience. > - The benefit is one coherent task surface for native and direct execution paths. ## Linked Issues or Issue Description Refs #12639. Refs #12617. Refs #12352. **Subsystem affected** Task chat, task detail, side panels, interaction forms, and transcript presentation. **Problem or motivation** The task page does not provide one complete workspace for live activity, plans, questions, queued guidance, files, and documents. Earlier native UI work also exposed compatibility risks in legacy question and reply paths. **Proposed solution** Add the task workspace components and provider-neutral protocol presentation. Keep runner-only controls behind runtime facts. Preserve all direct-adapter composer, transcript, interaction, and finalization behavior. **Alternatives considered** A separate runner page would duplicate task behavior. Replacing legacy transcript logic would create unnecessary adapter regressions. **Roadmap alignment** This work supports the unified task experience and the Cloud and Sandbox agents milestone. ## Stack - Base PR: #12639. - Lower PR: #12638. - This PR contains only its 119-file UI delta against `runner/remote-wss-transport`. - The next stack PR adds administrator and observability controls. ## What Changed - Added a reusable task workspace side panel for files and documents. - Added provider-neutral cards for tools, plans, questions, protocol activity, and progress. - Added queued guidance and richer composer state. - Added compact and expanded interaction presentation. - Added live activity, thinking, usage, recovery, and final reply presentation. - Added document annotations and task deep links. - Added bounded question validation and response handling. - Preserved native runner event projection from master. - Preserved legacy channel-less replies and explicit final reply precedence. - Preserved direct-adapter and classic-interface controls. - Did not change server execution selection, Rust code, migrations, workflows, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, repository tests, typecheck, build, browser tests, security, and policy gates. - Tests cover active, settled, empty-transcript, interaction, queued-message, plan, question, file, document, and classic-interface states. - Compatibility tests cover direct adapters and native runner projection together. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/remote-wss-transport...HEAD` passes. - The delta contains 119 UI-only files. ## Risks - This is a large task-page change. - Most files are new focused components and tests. - Shared transcript code keeps the lower native projection and legacy direct-adapter fallbacks. - Runner-only controls use adapter and runtime facts. - No execution path or rollout flag changes in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] 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 risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 02:44:19 -05:00
Constantineandcucurigoo	68c699687e	fix(ui): keep selected run lifecycle and logs current (#10169) ... ## Thinking Path > - Paperclip's agent-run detail view combines live lifecycle events, detail queries, and persisted shell logs. > - Queued runs do not have a log reference yet, so polling the log endpoint returns expected-but-noisy 404s. > - Simply disabling queued log polling can strand the selected detail cache at `queued` or leave terminal lifecycle fields stale. > - The detail cache therefore needs both live lifecycle patches and an HTTP fallback while the run is active. > - Both the selected-run query and the shared transcript hook must avoid reading persisted logs before execution starts. > - This pull request disables queued log polling in both paths, patches lifecycle fields, invalidates authoritative detail data, and polls run state only while active. > - The benefit is quiet queued runs, reliable queued-to-running transitions, and complete final log handoff. ## Linked Issues or Issue Description No exact duplicate found. I searched open PRs for `queued run`, `log polling`, and `run lifecycle`; related results addressed stale queued execution or dashboards rather than selected-run log/detail synchronization. **What happened?** Opening or rendering a queued run caused repeated `GET /api/heartbeat-runs/:id/log` 404s from both the selected detail and shared transcript hydration paths. A queued-only detail guard could also leave the selected run stuck at `queued` when live delivery was missed, or stop before fetching final `logRef` and terminal fields. **Expected behavior** Queued runs should not request unavailable logs. The selected detail should transition through running to terminal via live events or bounded HTTP fallback, refresh authoritative detail data, fetch final logs, and then stop polling. **Steps to reproduce** 1. Open the detail page for a run waiting behind the agent concurrency limit. 2. Observe repeated log-endpoint 404s while status is queued. 3. Let the run start with WebSocket delivery unavailable or delayed. 4. Observe stale detail state without a run-detail fallback. **Environment** - Paperclip base: `14f20be92b86a49ff2c35495e5b0fa4d719998ef` - Deployment: self-hosted, built from source - Adapter scope: visible with Hermes-backed agents but not adapter-specific - [x] I searched open PRs for queued-run log polling and selected-run lifecycle synchronization; no exact duplicate was found. ## What Changed - Poll shell logs only while a run is `running`, never while `queued`. - Defer shared persisted-transcript hydration and its live WebSocket until a queued run becomes `running`; terminal runs still receive one persisted-log hydration attempt. - Patch selected run status, invocation metadata, errors, and start/finish times from lifecycle events. - Invalidate selected run detail on lifecycle events to hydrate authoritative `logRef`, result, usage, and excerpts. - Poll run detail every 5 seconds while queued and every 15 seconds while running, then stop at terminal status. - Add regression coverage for queued/running/terminal polling and lifecycle cache handoff. ## Verification - `pnpm exec vitest run ui/src/context/LiveUpdatesProvider.test.ts ui/src/pages/AgentDetail.progress.test.ts` — 42 passed. - `pnpm exec vitest run ui/src/components/transcript/useLiveRunTranscripts.test.tsx` — 11 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build` - Exact final diff independently reviewed: **APPROVE**, no blocking findings. - UI-only local cutover completed with the Paperclip server PID unchanged. ## Risks - The selected run performs one lightweight detail GET every 5 seconds while queued and every 15 seconds while running if it remains open. Polling stops at terminal status. - Lifecycle events still patch immediately; polling is only the fallback and authoritative hydration path. - No API, schema, or migration changes. > This is a bug fix, not roadmap feature work. ## Model Used OpenAI Codex `gpt-5.6-sol`, with tool use, code execution, repository inspection, and independent read-only review agents. ## 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/described the search above - [x] I have described the issue in-PR following the bug template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have considered documentation; no user-facing documentation change is required - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: cucurigoo <cucurigoo@users.noreply.github.com>	2026-08-12 16:43:31 -07:00
Nicky Leach	564870020b	Exclude archived projects from the default project list route (#10146)	2026-07-24 07:19:58 -07:00
3 people	1f1f545238	feat: add built-in summarizer and summary slots (#9713) ... ## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. **Problem** Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. **Proposed capability** Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. **Expected behavior** - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > 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-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## 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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-17 11:03:07 -05:00
DottaandClaude Opus 4.8	02a4f52277	perf(ui): event-source the company live-runs list (Phase 1) (#9627) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its web UI keeps live views fresh with React Query, coordinated by a live-events websocket (`/api/companies/:id/events/ws`) and cross-tab polling > - We already cut the worst live-update churn (#9569, #9624), but the deeper issue is that even the "push" path is *push-the-signal, pull-the-data*: a websocket event triggers `invalidateQueries` → an HTTP refetch > - The company live-runs list (`queryKeys.liveRuns`) is the most-observed resource — the sidebar renders it on nearly every page — so its refetch is the most ambient source of churn, fired on every `heartbeat.run.queued` / `heartbeat.run.status` event > - Those events already carry enough (`runId`, `status`) to update the cached list directly, so this pull request event-sources that list instead of refetching it > - The benefit is that the always-observed live-runs list stops refetching on run lifecycle events — the first concrete step of the push-over-poll redesign ## Linked Issues or Issue Description No public GitHub issue exists; describing inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR", following the bug report template. This continues the memory/CPU-churn work from #9569 and #9624. **What happened?** Live agent-run tabs accrue high idle CPU and off-heap memory because live-update events cause HTTP refetches. Profiling showed the company live-runs list — observed on almost every page via the sidebar — being refetched on every run status change, one of the most frequent ambient refetches. **Expected behavior** A websocket event that already carries the changed data should update the cached list directly, without an HTTP round-trip, so the always-observed live-runs list does no refetch on routine run lifecycle events. **Steps to reproduce** Open the app with agents running and watch the network panel: `GET /api/companies/:id/live-runs` fires on each `heartbeat.run.status` / `heartbeat.run.queued` event even though the event payload already describes the change. **Paperclip version or commit** Branch `perf/live-runs-event-sourced`, off `master` (after #9624). **Deployment mode** Local dev (`pnpm dev`), web UI. Core UI live-updates plumbing; not adapter-specific. ## What Changed - **`ui/src/lib/live-runs-cache.ts` (new)** — pure `removeRunFromList` / `patchRunStatusInList` helpers for the cached `LiveRunForIssue[]`. - **`ui/src/context/LiveUpdatesProvider.tsx`** — on `heartbeat.run.queued` / `heartbeat.run.status`, patch `liveRuns(companyId)` in place instead of invalidating it: - terminal status → remove the run from the list, - status change on a run already in the list → update it in place, - a genuinely new run (can't be reconstructed from the event) → fall back to a single `invalidateQueries` refetch. - Removed the blanket `liveRuns` invalidation from `invalidateHeartbeatQueries`. - On websocket **reconnect**, refetch `liveRuns` once to reconcile events missed while disconnected (durable replay is a later phase). - Other resources these events invalidate (`dashboard`, `costs`, `sidebarBadges`, `agents.list`, agent detail) are unchanged — they're lower-frequency / less-often-observed and are follow-up phases. This keeps the change scoped and **client-only** (no server changes). ## Verification - `vitest`: new `live-runs-cache.test.ts` (remove/patch/no-op/undefined) and new lifecycle-handler cases in `LiveUpdatesProvider.test.ts` (terminal→remove, present→patch, new→needs-refetch) via `__liveUpdatesTestUtils`. All existing `LiveUpdatesProvider` tests still pass (33 total across the two files). - `tsc -b` clean. - Runtime: the event-sourced path is covered by unit tests; end-to-end refetch reduction should be re-measured against a rebuilt bundle with the network panel / MCP instrumentation. ## Risks Low, and client-only. - **Staleness across a dropped connection:** an event missed while the socket is down isn't replayed yet, so the reconnect handler refetches `liveRuns` once to reconcile. Durable event replay (Last-Event-ID) is a planned later phase; until then reconnect-reconcile covers the gap. - **New-run fallback:** a genuinely new run still triggers one refetch (it can't be reconstructed from the event alone), so no new runs are missed. - Aggregate resources (dashboard/costs/badges) are untouched and still invalidate (already coalesced), so their behavior is unchanged. Follow-up phases (from the design discussion): event-source `activity`/comments and the remaining class-B resources; give pure-poll resources events and drop their intervals; add durable event sequence + reconnect replay; and a shared bus (Postgres `LISTEN/NOTIFY`) only when the API tier scales to >1 replica. ## Model Used - **Provider:** Anthropic, via the Claude Code CLI. - **Model:** Claude Opus 4.8 (`claude-opus-4-8`). - **Reasoning mode:** Extended thinking enabled. - **Capabilities used:** tool use (shell, file editing), sub-agent fan-out to inventory the client polling and server push infrastructure, and the Chrome DevTools MCP to reproduce/profile the churn that motivated this redesign. ## 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 (a perf/plumbing change, not planned core feature work) - [x] I have searched GitHub for duplicate or related PRs and linked them above (continues #9569 / #9624; no duplicates) - [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 considered and documented any risks above - [ ] I have updated relevant documentation to reflect my changes (N/A — no user-facing docs; rationale documented inline) - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-15 15:40:35 -05:00
DottaandClaude Opus 4.8	3e348b96b9	perf(ui): cut live-updates churn that inflates tab memory (#9624) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its web UI keeps live views (issue threads, run transcripts, dashboard) fresh via React Query polling plus a live-events websocket, coordinated across tabs with a `BroadcastChannel` layer > - Long-lived tabs viewing live agent runs grew to multi-GB memory footprints while their JS heap stayed ~60–200 MB — so the memory is off-heap (Blink/native + committed allocator arenas), not a classic JS leak > - Live profiling of a reproduced 2.7 GB / 66 MB tab showed 15–30% idle CPU, ~3 fetches/sec across overlapping poll loops, and ~8 `setInterval` create/clear cycles per second whose rate grew ~7× as the tab aged — relentless allocation churn that inflates committed memory the OS never reclaims, amplified across tabs by the cross-tab fan-out > - This pull request cuts that churn at its four largest sources (invalidation storm, per-instance 1 s timers, redundant polling, unbounded streamed-run set) > - The benefit is that idle tabs do far less periodic work, so their off-heap footprint stops ballooning over a long session ## Linked Issues or Issue Description No public GitHub issue exists; describing inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR", following the bug report template. **What happened?** Browser tabs viewing live agent runs grew to 8–16 GB memory footprint over a long session (multiple tabs open), while each tab's "live" JS heap stayed only ~150–250 MB. Every idle tab also burned 15–30% CPU. Tabs eventually approached the ~4 GB V8 heap ceiling / OS pressure and could crash. **Expected behavior** Tabs viewing live runs should hold a bounded footprint and do minimal work while idle, regardless of how long they stay open or how many tabs are open. **Steps to reproduce** Open several issue/run tabs that have agents actively streaming and leave them open for a while. Watch Chrome's Task Manager: Memory Footprint climbs into the GBs while "JavaScript Memory" stays small, and CPU stays high on idle tabs. Reproduced in ~90 minutes: a tab reached 2.7 GB footprint on a 66 MB JS heap, and the per-second timer-churn rate was ~7× higher on a 90-minute-old tab than a fresh one. **Paperclip version or commit** Branch `fix/live-updates-churn`, off `master`. **Deployment mode** Local dev (`pnpm dev`), web UI. Not adapter-specific — core UI live-updates plumbing (observed with `claude_local` / `codex_local` runs). ## What Changed - **`ui/src/lib/query-invalidation-batcher.ts` (new)** — `createInvalidationBatcher` throttles + de-dupes React Query invalidations into one flush per ~300 ms, and `createCoalescingQueryClient` wraps the client via a `Proxy` so only `invalidateQueries` is batched (optimistic `setQueryData` writes stay immediate). Wired into `LiveUpdatesProvider`, which previously invalidated synchronously on every websocket event. - **`ui/src/hooks/useSecondTick.ts` (new)** — one shared, ref-counted, page-wide 1 s ticker. `useLiveElapsed` in `IssueChatThread` now uses it instead of a per-instance `setInterval` that forced a full-thread re-render every second per live element. - **`ui/src/components/transcript/useLiveRunTranscripts.ts`** — when the realtime websocket is enabled, the recurring log poll backs off to a 30 s safety-net cadence instead of polling every 2 s on top of the live stream. Added a marker for the durable poll→push rearchitecture. - **`ui/src/lib/issueChatTranscriptRuns.ts`** — `resolveIssueChatTranscriptRuns` now caps the streamed run set (live/active runs always kept; most-recent linked runs fill up to 20) so a large run history can't open a live-transcript poll per historical run. - **`ui/src/main.tsx`** — explicit `gcTime` so cross-tab-published cache entries for unobserved resources are collected promptly. - Tests for the batcher, shared ticker, and run cap. ## Verification - `vitest`: new suites `query-invalidation-batcher.test.ts` (batcher collapses 20 invalidations → 1 flush; keeps distinct keys/variants; dispose cancels; proxy passes non-invalidate methods through), `useSecondTick.test.tsx` (single ref-counted timer, stops when idle), `issueChatTranscriptRuns.test.ts` (cap keeps newest + live). All pass. - Existing affected suites pass: `LiveUpdatesProvider` (23), `IssueChatThread` (), `useLiveRunTranscripts`, `AgentDetail.instructions` — 109 tests across affected files. - `tsc -b` clean. - Behavior confirmed by live profiling before the change (2.7 GB / 66 MB tab, ~8 interval churns/sec growing 7× with age). Runtime churn reduction should be re-measured against a rebuilt bundle with the same instrumentation. ## Risks Low-to-moderate; all changes reduce work rather than add features. - **Invalidation batching** delays live-driven refetches by up to ~300 ms. Optimistic `setQueryData` writes (e.g. the visible issue's new comment) remain immediate, so foreground updates still feel instant; only the safety-net refetch is throttled. Non-live invalidations (user actions, mutations) are unaffected — they use the real client. - **Poll back-off** relies on the websocket as the live source when realtime is enabled; a 30 s fallback poll still covers gaps/reconnects (both the transcript hook and `LiveUpdatesProvider` also auto-reconnect). - **Run cap (20)** means an issue with a very large run history streams live transcripts only for its live/active + 20 most-recent runs; older runs still open normally via their run pages. - Downstream test fallout (timing-sensitive tests around invalidation/polling) may need adjustment — flagged intentionally for follow-up. Durable follow-up (out of scope, marked in code): replace transcript/run polling with server push (SSE/websocket deltas) so idle tabs do no periodic work at all. ## Model Used - **Provider:** Anthropic, via the Claude Code CLI. - **Model:** Claude Opus 4.8 (`claude-opus-4-8`). - **Reasoning mode:** Extended thinking enabled. - **Capabilities used:** tool use (shell, file editing), sub-agent fan-out for codebase analysis, and the Chrome DevTools MCP to reproduce and profile the memory/CPU churn on a live 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 (a bug/perf fix, not planned core feature work) - [x] I have searched GitHub for duplicate or related PRs and linked them above (none found) - [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 considered and documented any risks above - [ ] I have updated relevant documentation to reflect my changes (N/A — no user-facing docs; rationale documented inline) - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-15 14:17:37 -05:00
DottaandPaperclip	be1fcb2b46	Fix agent sidebar liveness churn (#9358) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI includes an agents sidebar so operators can see which agents are currently active. > - That sidebar depends on live-run polling, heartbeat events, and cross-tab cache sharing to stay current without overloading the API. > - The sidebar was visually churning because agents could leave the live section immediately after a run ended, while progress events and cross-tab broadcasts kept forcing hot query updates. > - This pull request stabilizes live sidebar membership and makes shared polling broadcasts monotonic/deduplicated. > - The benefit is a calmer operator sidebar that still reflects real live state without flashing between stale and fresh snapshots. ## Linked Issues or Issue Description No public GitHub issue exists for this operator-facing bug. Bug summary: - What happened: the agents sidebar could flash or reshuffle around active agents while live-run and heartbeat data was updating. - Expected behavior: active and recently-active agents should remain visually stable, and cross-tab cache sharing should not overwrite fresher data with older snapshots. - Reproduction context: run Paperclip with multiple tabs or rapid live-run/progress updates and watch the agents sidebar while agents enter/leave live execution. - Deployment mode: local/operator board UI. Related PR: - Supersedes #9357, which carried the same fixes on a branch/title/body that were not suitable for public contribution hygiene. ## What Changed - Restored the maintainer-only warning wording in the developer skill guide so the existing server skill-utils CI gate passes on current master. - Added a 120-second linger window for streamlined sidebar agent rows so an agent does not immediately disappear from the live section as soon as its last run ends. - Deferred the recent-agent fallback until there are no live or lingering agents, while keeping the live badge tied only to actually-live runs. - Stopped broad live-runs/heartbeats/agents-list invalidation on every run progress event, while preserving targeted agent-detail invalidation. - Added producer timestamps to cross-tab shared polling result messages so older-or-equal snapshots are dropped before `setQueryData`. - Added per-resource broadcast dedupe/rate limiting so tabs do not rebroadcast equivalent cached data in a loop. - Added focused coverage for sidebar linger behavior, staggered multi-agent linger expiry, live update invalidation scope, shared polling timestamp handling, and cross-tab broadcast dedupe. ## Verification Run locally on the rebased PR branch: - `pnpm --filter @paperclipai/ui exec vitest run src/components/SidebarAgents.test.tsx src/context/LiveUpdatesProvider.test.ts` — 44 tests passed. - `pnpm --filter @paperclipai/ui exec vitest run src/lib/cross-tab-poll.test.ts src/hooks/useSharedPolling.test.ts` — 10 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — exit code 0. ## Risks - Low migration risk: the sidebar/polling changes are UI/client cache behavior only, with no database or API contract changes. - Sidebar visibility now intentionally lingers for 120 seconds after the last live run; stale rows could remain briefly visible, but their live badge is removed when they are no longer actually live. - Cross-tab broadcasts are now more conservative; a missed publish should be corrected by the next normal poll or accepted newer timestamp. > 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 via the Paperclip Codex coding-agent runtime; exact API model identifier and context-window size are not exposed in this environment. The agent used terminal/tool execution for repository inspection, focused tests, branch preparation, and PR creation. ## 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>	2026-07-10 11:33:02 -05:00
3 people	5c85ae64a0	Cases: experimental first-class case object (#9198) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board currently uses issues for execution, but longer-lived content work needs a separate object that can survive beyond a single task thread. > - The Cases subsystem adds an experimental, company-scoped record for content artifacts and their supporting metadata. > - The backend needs durable storage, API routes, revision history, issue linkage, and company-boundary enforcement before the UI can depend on Cases. > - The UI needs an opt-in navigation surface, list/detail views, reference chips, and issue-page context so operators can inspect Cases without making them the default workflow. > - The agent-facing skills need a contract for creating and updating Cases so automated content workflows can dogfood the feature. > - This pull request ships that experimental end-to-end path behind the `enableCases` flag. > - The benefit is a first-class place to collect content work, references, attachments, revisions, and related execution threads without polluting the core issue model. ## Linked Issues or Issue Description No public GitHub issue exists for this experimental feature. Feature request fields: ### Problem Content-oriented work such as release notes, announcements, docs, and campaigns can span many execution issues, which makes the final artifact hard to find and reason about after the execution thread moves on. ### Proposed solution Add an experimental Cases object that is company-scoped, linked to issues, queryable through the API, inspectable in the board UI, and writable by agent workflows through documented conventions. ### Alternatives considered Continue encoding content artifacts directly in issues or documents only. That keeps the data model smaller, but it does not give operators a stable artifact-centric view or a clean way to link related execution history. ### Roadmap alignment Checked `ROADMAP.md`; this PR does not duplicate an existing planned core roadmap item. ## What Changed - Added the `cases` data model, migration, schema exports, and experimental `enableCases` instance setting. - Added company-scoped Cases API routes for list/detail/update, issue links, revisions, children, activity events, annotations, attachments, and idempotent agent-oriented upserts. - Scoped case and issue lookup helpers before access checks so inaccessible cross-company identifiers resolve as not found rather than leaking existence. - Fixed case PATCH timestamp handling so non-status updates cannot overwrite `completedAt` from a stale pre-transaction row snapshot. - Moved Cases list type/status/project filters into the server request before the server-side limit is applied, including multi-select filters and no-project filtering. - Added backend route coverage for creation, updates, idempotency, issue linking, attribution, company-boundary enforcement, OpenAPI registration, list filtering, timestamp patch behavior, and inaccessible lookup regressions. - Added the experimental Cases UI surface: sidebar entry, gated routes, list filters/grouping, detail overview, activity, revisions, children, attachments, and issue-page case rail. - Added case reference rendering and company-prefixed case href generation so case links resolve directly inside the active company route. - Added Paperclip skill documentation for agent workflows that create or update Cases. - Wired release-content skills to emit Cases for dogfooding. - Rebased onto current `master` and renumbered the Cases migrations to `0143`/`0144` after the latest upstream migration sequence. ## Verification - Current PR head: `ecc13be0d`. - Rebased on current `master` (`606aa4f266`) and pushed to the existing PR branch. - `git diff --check origin/master...HEAD` — passed before the first update push; subsequent committed diffs were also checked with `git diff --check` before commit. - Guardrails checked: no `pnpm-lock.yaml` changes, no `.github/workflows` changes, and changed-file count is below the Greptile 100-file limit. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts src/__tests__/instance-settings-service.test.ts src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests before review-fix commits. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts` — passed after each server-side Greptile fix, latest 1 file / 15 tests. - `pnpm --filter @paperclipai/server typecheck` — passed after the timestamp and lookup fixes. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` — passed, 4 files / 30 tests before review-fix commits. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file / 12 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after the list-filter fix. - `pnpm check:token-gates` — passed after UI changes. - Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build, typecheck, test matrix, e2e, Canary Dry Run, policy, commit review, Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook visual regression is skipped and security-review is neutral. - Greptile Review: 5/5 confidence, zero unresolved Greptile threads. ## Risks - Medium feature risk because this introduces a new experimental domain object across database, server, shared contracts, skills, and UI. - The feature is gated behind `enableCases`, which limits default operator exposure while the model is exercised. - Case links now prefer company-prefixed hrefs; the unprefixed redirect remains for externally entered URLs. - Cases list filtering now sends multi-select filters to the server before limiting; the UI still applies the same local filters as a second pass for ancestor/context rows. - Migrations were renumbered on top of current master; the SQL uses guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where relevant for safer replay. > 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 in the Paperclip local coding environment was used for this PR curation, rebase verification, review-fix implementation, push, and PR description update. The runtime exposes tool use and shell execution; context-window size is not exposed by this Paperclip adapter. Several implementation commits also include AI co-author trailers recorded in git history. ## 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 searched the GitHub PR list for similar PRs and confirmed this is not a duplicate - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-09 22:11:03 -05:00
DottaandPaperclip	555391fed7	fix: run restart recovery, workspace self-heal, quota-aware retries, failed-run metrics (#9183) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents run in heartbeat runs orchestrated by the server; run lifecycle, retry scheduling, and the dashboard's run-activity metrics are the subsystems involved > - A spike in "failed" tasks traced to three causes: server restarts killing in-flight runs and mislabeling them as failures, deterministic workspace-validation loops when a worktree's branch diverged, and provider quota/usage-limit errors being classified as generic transient failures (putting agents into error state and polluting metrics) > - Killed-then-recovered runs and quota waits are not product failures, so both the runtime behavior and the reporting needed to distinguish them > - This pull request drains runs gracefully on shutdown with idempotent restart retries, self-heals workspace branch mismatches, adds a quota-aware failure class with reset-time retry, separates recovered restart kills from true failures on the dashboard, and documents restart hygiene for operators > - The benefit is fewer spurious failures, automatic recovery instead of manual repair, and dashboard metrics that reflect real failure rates ## Linked Issues or Issue Description No public GitHub issue exists; describing the bug inline per the bug-report template: **What happened?** In-flight heartbeat runs are marked `failed` when the server restarts, even though a retry later succeeds. Worktrees whose checked-out branch diverges from the issue branch fail workspace validation on every subsequent run with no recovery path. Provider quota/usage-limit responses are treated as generic transient upstream errors, putting agents into an error state and retrying before the quota window resets. The dashboard counts all of these as true failures, inflating failure metrics. **Expected behavior** Graceful shutdown should interrupt (not fail) running runs and chain exactly one recovery retry. Workspace validation should repair recoverable branch mismatches automatically. Quota errors should get their own error class with the retry scheduled at the provider reset time and the agent left idle. The dashboard should report recovered restart kills separately from true failures. **Steps to reproduce** 1. Start a heartbeat run, then restart the server (SIGTERM) while it is in flight — the run lands as `failed` with a process-loss error code even when its retry succeeds 2. Check out an issue whose worktree branch has diverged (e.g. after a force-moved branch) — every subsequent run fails `workspace_validation_failed` deterministically 3. Drive an agent into a provider usage-limit window — the run fails as a generic transient upstream error and the agent enters an error state instead of idling until the reset time **Paperclip version or commit** master (base c07e650cd) **Deployment mode** Self-hosted dev plane (Linux, node server + embedded Postgres) ## What Changed - Graceful shutdown (SIGTERM hook) now marks in-flight runs `interrupted` instead of `failed` and enqueues an idempotent process-loss retry (pre-insert existence check on `retryOfRunId` prevents duplicates; bursts chain exactly one retry per interrupted run) - Run-liveness classification routes `interrupted` to `needs_followup` rather than `failed` - Workspace validation self-heals branch mismatch / missing-branch states instead of failing deterministically on every run - New `provider_quota` error class: session/usage-limit responses schedule the retry at the provider reset time and leave the agent idle (not errored); fixes a case where a quota-terminated run with subtype `success` was misclassified as failed; HTTP 529 remains transient - Dashboard run-activity query separates recovered restart kills from true failures via a recursive CTE over `retry_of_run_id` (ancestors of a succeeded retry count as recovered), adds a per-day failed-by-error-code breakdown, and binds the window start as a timestamptz string - Activity charts UI: amber "Recovered" segment with legend and per-day error-code tooltip; success-rate chart counts recovered runs as successes - New ops runbook: `docs/deploy/dev-plane-restart-hygiene.md` ## Verification - Greptile follow-up fixes on `992705edd`: `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/heartbeat-workspace-branch-containment.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` (209 tests); `pnpm --filter @paperclipai/server typecheck`; `git diff --check` - Post-rebase CI fixes: `pnpm exec vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts`; `pnpm exec vitest run server/src/__tests__/heartbeat-retry-scheduling.test.ts server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/heartbeat-workspace-branch-containment.test.ts server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts server/src/__tests__/heartbeat-workspace-session.test.ts` (227 tests); `pnpm --filter @paperclipai/server typecheck` - `npm test` server suites covering the changes: `heartbeat-process-recovery`, `heartbeat-stop-metadata`, `heartbeat-retry-scheduling` (95 tests), quota parse + execute/retry-scheduling suites (100 tests), workspace self-heal suites (200 tests), dashboard run-activity tests (3 tests) — all green, typecheck exit 0 - Dashboard CTE cross-checked against a real development database: two restart-burst days moved from 17 to 8 and 19 to 6 true failures once recovered kills were separated, matching manual retry-chain inspection - Screenshot verification of the real ActivityCharts component (recovered segment + tooltip) during QA ## Risks - Behavioral shift: runs killed by a restart no longer surface as `failed`; anyone consuming raw run statuses will see `interrupted` (new status value) — dashboards/queries in this repo were updated accordingly - Retry chaining on repeated restarts is bounded (one chained retry per interruption) but a pathological restart loop still delays work rather than failing it; the runbook covers operator hygiene for that case - Dashboard query adds a recursive CTE; cost is bounded by the day-window row count and was verified against production-sized data - No schema migrations; low migration risk ## Model Used - Claude (Anthropic) — claude-fable-5 via Claude Code / Paperclip agent harness, extended thinking with tool use; implementation commits also produced with Codex CLI (GPT-5 class) agents under the same harness ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [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>	2026-07-07 20:30:09 -05:00
Devin FoleyandPaperclip	c48feee190	Improve live agent feedback during sandboxed runs (#8915) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A core part of that experience is watching active agent runs without dropping into raw logs first > - Local and sandbox-backed adapters already record useful run output, progress, and tool activity > - But active issue threads could sit visually stale while the agent was syncing workspaces, tailing sandbox output, or emitting incremental tool-call updates > - Operators need timely, human-readable progress while preserving the raw transcript underneath > - This pull request streams sandbox run-log progress into runtime status, keeps visible issue threads refreshed, and folds repeated ACPX tool updates into stable transcript cards > - The benefit is that long-running agent work becomes easier to supervise without changing the task/comment control-plane model ## Linked Issues or Issue Description No public GitHub issue exists for this exact change. Problem/motivation: - During long-running sandboxed agent work, the issue UI can appear idle even though the agent is actively syncing, running tools, or producing incremental output. - Operators need realtime feedback at the issue-thread layer, not only after opening raw logs or waiting for the final heartbeat result. - Related public context: #1808 previously added live-run status dots to Projects; #4362 touches heartbeat wakeup behavior but is not a duplicate of this runtime/UI feedback change. ## What Changed - Added sandbox run-log streaming support and defaulted sandbox-capable local adapters into the richer live-feedback path. - Surfaced environment/sandbox sync progress through heartbeat runtime status with bounded, redacted snippets. - Added live issue-thread cache patching so visible active runs update as progress events arrive. - Folded repeated ACPX `tool_call` updates into one transcript card instead of stacking duplicate cards. - Updated adapter docs and added focused regression coverage for sandbox log streaming, runtime status, ACPX parsing, live updates, transcript rendering, and issue chat messages. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/context/LiveUpdatesProvider.test.ts` - `pnpm exec vitest run server/src/services/heartbeat-run-runtime-status.test.ts server/src/__tests__/heartbeat-runtime-state.test.ts ui/src/context/LiveUpdatesProvider.test.ts` - `pnpm exec vitest run packages/adapter-utils/src/execution-target-sandbox.test.ts packages/adapter-utils/src/sandbox-managed-runtime.test.ts server/src/services/heartbeat-run-runtime-status.test.ts server/src/__tests__/agent-live-run-routes.test.ts server/src/__tests__/heartbeat-runtime-state.test.ts packages/adapters/acpx-local/src/ui/parse-stdout.test.ts ui/src/context/LiveUpdatesProvider.test.ts ui/src/components/transcript/RunTranscriptView.test.tsx ui/src/lib/issue-chat-messages.test.ts ui/src/components/IssueChatThread.test.tsx` - GitHub PR workflow on head `8397953e7b41ccd42e5d9457ee7e4dfb996e4ec5`: `verify`, build, typecheck/release-registry, e2e, general shards, serialized server shards, and canary dry run passed. - Greptile Review on head `8397953e7b41ccd42e5d9457ee7e4dfb996e4ec5`: Confidence Score 5/5, no unresolved review threads. ## Risks - Live issue-thread cache patching could miss an edge case for a route shape not covered by tests. - Surfacing active-run snippets needs continued care around redaction; this PR keeps snippets bounded and adds redaction-focused coverage. - More frequent active-run UI refreshes could expose performance issues on very large issue threads, though updates are scoped to visible run/query caches. ## Model Used OpenAI GPT-5 via Codex, operating as a tool-enabled coding agent with shell, git, and repository-editing capabilities. Context window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-02 22:21:56 -07:00
3 people	a27e5ad002	Add ephemeral sandbox runtime status plumbing (#8593) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Sandboxed agent runs can spend meaningful time preparing a remote workspace before the agent transcript shows useful output. > - Operators need short, current progress text for those setup phases, but that text should not become durable run history. > - The existing live-run websocket path already carries run updates to the UI, so the backend can reuse that channel instead of adding polling. > - This pull request adds an ephemeral runtime-progress contract, a process-local status store, and heartbeat integration for sandbox-managed runs. > - The benefit is a clearer active-run experience without database migrations or persistent progress rows. ## Linked Issues or Issue Description Refs #248 No exact public GitHub issue was found for this status-message plumbing. The underlying problem is that active sandboxed runs currently have setup phases, such as workspace sync and restore, where the operator cannot see concise current progress through the live run state. This PR addresses that gap for the backend/runtime layer while keeping progress messages ephemeral. GitHub search performed for related or duplicate work: `sandbox runtime status`, `sandbox restore index`, and `runtime progress`. No direct duplicate PR was found. ## What Changed - Added shared runtime-progress types and the `heartbeat.run.progress` live event type. - Added a process-local heartbeat run runtime-status store with TTL, bounded/redacted messages, and terminal cleanup. - Threaded runtime progress callbacks through heartbeat execution and active/live run serialization. - Emitted sandbox-managed runtime phase updates for sync, adapter startup, restore/export, and finalization paths. - Added backend and adapter-utils tests for ephemeral status behavior, terminal cleanup, live serialization, and sandbox progress callbacks. ## Verification - `pnpm install --frozen-lockfile` - Local PII scan before push: high-confidence secret patterns, internal issue links, local user paths, and private URL patterns checked across all three split diffs; no real secrets or internal links found. The only secret-like text is an intentional fake test fixture (`sk-test-secret`). - `git diff --check origin/master..feat/sandbox-runtime-status` - `pnpm exec vitest run server/src/services/heartbeat-run-runtime-status.test.ts server/src/__tests__/heartbeat-runtime-state.test.ts server/src/__tests__/agent-live-run-routes.test.ts packages/adapter-utils/src/sandbox-managed-runtime.test.ts` — 4 files, 23 tests passed. - `pnpm run typecheck` passed on both top stacks that include this branch: `feat/sandbox-status-ui` and `fix/sandbox-restore-index-sync`. - `pnpm run build` passed on both top stacks that include this branch; Vite reported existing CSS `::highlight` and chunk-size warnings. - `pnpm run test:run` was attempted on `fix/sandbox-restore-index-sync`; it failed in two unrelated broad-suite tests. One depends on this host's Git default branch behavior, and one depends on local Claude model-discovery environment. The changed focused suites above pass. ## Risks - Runtime progress is process-local by design, so status disappears after TTL, terminal cleanup, or server restart. - Clients that do not consume `heartbeat.run.progress` simply keep existing behavior. - Message redaction is intentionally generic; overly specific phase details should stay out of runtime-progress payloads. > 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 via Codex coding agent, with shell/tool execution in a local worktree. Exact context-window metadata is not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip CTO <cto@paperclip.local> Co-authored-by: Paperclip CTO <noreply@paperclip.ing>	2026-06-24 23:17:39 -07:00
DottaandPaperclip	746e287e33	feat(control-plane): add annotation and workspace controls (#8229) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI-agent companies. > - The control plane coordinates issues, workspaces, documents, routines, and board review flows across company-scoped data. > - The local source branch contained related schema, service, and UI changes for workspace issue scoping and document/routine annotations. > - These changes need to move together because db schema, shared types, server services, and UI consumers form one contract. > - This pull request extracts the migration-bearing control-plane work from the source branch onto `origin/master`. > - The benefit is a standalone branch with deterministic migration order and focused review for the highest-risk part of the split. ## Linked Issues or Issue Description No GitHub issue exists for this branch split. Internal source task: [PAP-11234](/PAP/issues/PAP-11234). Problem/motivation: - Workspace operations need explicit issue scoping so readiness and blocker handling can be derived correctly. - Document annotations need reliable live updates, save failure surfacing, normalized activity keys, and better comment panel behavior. - Routine descriptions need the same annotation contract as issue documents so operators can discuss and edit routine text without special-case infrastructure. Proposed solution: - Add the workspace-operation `issueId` migration and readiness scoping. - Add routine document/annotation schema, shared types, services, routes, and UI editing support. - Keep the related migrations in one PR so the renumbered `0106` and `0107` migrations land in a deterministic order after current `master`. Alternatives considered: - Split migrations into separate PRs, rejected because that would create migration-numbering conflicts and make each branch less standalone. - Merge this with UI polish, rejected because this branch needs deeper server/db review. Roadmap alignment: - Checked `ROADMAP.md`; the roadmap mentions future recurring routine capabilities generally, but no duplicate implementation PR for these annotation/workspace changes was found. ## What Changed - Added `0106_workspace_operations_issue_id.sql` and `0107_routine_description_annotations.sql`, plus schema exports. - Scoped workspace readiness to blocker issues and attached workspace operation issue ids. - Scoped issue-thread interaction accept finalization to the source run. - Added routine document annotation contracts across db/shared/server/UI. - Improved document annotation live updates, activity-key normalization, save failure surfacing, and comment panel behavior. - Added issue workspace property controls and compact blocked-by/quick-control UI updates. - Added focused server and UI regression tests for the new contracts. ## Verification - `CI=true NODE_ENV=development pnpm install --frozen-lockfile --prefer-offline` - `NODE_ENV=test pnpm exec vitest server/src/__tests__/document-annotation-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/routine-document-annotation-routes.test.ts server/src/__tests__/routines-routes.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/IssueDocumentAnnotations.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx ui/src/context/LiveUpdatesProvider.test.ts --run` — 10 files, 273 tests passed. - `NODE_ENV=test pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` — passed, including db migration numbering check. ## Risks - Migration-bearing PR; merge this branch before any later PR that adds migrations with higher numbers. - Cross-layer contract risk across db/shared/server/ui, mitigated with targeted tests and affected-package typecheck. - Review should pay special attention to company scoping in new routine/document annotation paths. > 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 via Paperclip `codex_local` / CodexCoder, GPT-5-class coding model with tool use and shell execution. Exact runtime snapshot and context-window setting were not exposed by the Paperclip run context. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details available from the run context) - [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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots (N/A per source task: do not add screenshots/images unless specifically part of the work) - [x] I have updated relevant documentation to reflect my changes (N/A; no public docs changed) - [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>	2026-06-23 12:00:03 -05:00
DottaandPaperclip	e68188c438	fix: upstream deployed document-comment, routine-annotation, workspace & board-polling fixes (#8536) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - This change touches several already-shipped subsystems — document-comment annotations, the selected-agent Conference Room chat surface, routine description annotations, workspace-operation tracking, and the board polling/inbox UI > - A batch of incremental fixes and two small backend additions had accumulated on a local mainline and were deployed to a live instance, but never landed upstream — so each `origin/master` sync kept re-diverging > - Leaving them un-upstreamed means the same delta has to be re-merged on every sync and risks being lost or silently reverted > - This pull request rebases that delta cleanly on top of current `origin/master` (preserving recent upstream work such as reusable sandbox leases and the relation-list collapse controls) and brings it up for review > - The benefit is that mainline and the deployed instance converge, and these fixes/additions get normal review + CI + Greptile coverage ## Linked Issues or Issue Description No single GitHub issue tracks this; it is a bundle of bug fixes and two small feature additions. Following the issue-template fields: **Bug fixes (what was wrong → what this does):** - Document comments rendered out of document order, didn't live-update across clients, swallowed save failures, and lost the markdown text selection on re-render. Now: doc-order sort, live updates, surfaced save-failure state, stable selection across re-renders. - The board polling hot path returned oversized payloads on every poll. Now: an opt-in `summary` projection trims the heartbeat-run list payload. - Assorted UI fixes: sidebar nav peek/streamlining edge cases, markdown file-viewer re-mount/line-height issues on iOS Safari, inbox badge/skill deep-link tab selection, and `⌘.` work-mode cycling on iOS. **Feature additions:** - `workspace_operations.issue_id` — associate a workspace operation with the issue that triggered it (new migration `0106`, schema, service, shared type). - Routine **description annotations** — comment threads on a routine's description document, mirroring issue document annotations (new migration `0107`, `routine_documents` schema, routes/service, editable-sections UI). - Selected-agent **Conference Room chat** surface wiring and live issue-thread updates. **Related PR:** #8229 (`feat(control-plane): add annotation and workspace controls`, draft) covers overlapping annotation/workspace-control territory — flagging it so a reviewer can reconcile the two rather than double-merging. ## What Changed - `feat(workspace)`: `workspace_operations.issue_id` migration + schema/service/type; issue workspace property controls reconciled with upstream's evolved "Service" row. - `feat(routines)`: routine description annotations — `routine_documents` schema, migration `0107`, routes/service, `editable-sections` UI. - `fix(document-comments)`: doc-order sort, live updates, save-failure surfacing, stable markdown selection (+ storybook story, rerender test). - `feat(chat)`: selected-agent Conference Room chat surface and live issue-thread updates (`LiveUpdatesProvider`, `issue-chat-messages`, interactions service). - `perf(board)`: opt-in `summary` projection for the board polling/heartbeat-run list payload, plus assorted sidebar / file-viewer / inbox / IssueProperties UI fixes. Organized into 5 logical commits. Migrations are numbered incrementally after upstream's latest (`0105`) — `0106` then `0107`, no journal collision. ## Verification - Built by 3-way merging the deployed delta onto current `origin/master`; the only merge conflict (`IssueProperties.test.tsx`, two adjacent test blocks) was resolved in favor of upstream's evolved "green service link above the workspace row" layout, which matches the merged component's rendered output. - Confirmed recent upstream work is preserved post-merge: reusable sandbox lease teardown (`#8513`), the IssueProperties relation-list collapse controls, and the sidebar streamlined-nav default. - Confirmed the net diff vs `origin/master` is exactly the intended feature delta (65 files) and that overlapping server files (`issues.ts`, `agents.ts`, `heartbeat.ts`) only add feature code without disturbing upstream logic. - This delta is already running on a live deployed instance. - Full typecheck/test suite + Greptile to run in CI (see checklist). ## Risks - Two new migrations (`0106`, `0107`). Both are additive (new table / new nullable column) and ordered after upstream's `0105`; no data backfill, low risk. If another migration-bearing PR merges first, renumber before merge. - Largest blast radius is in the merged overlapping UI/service files; covered by the existing test suites for those files plus CI. - Overlaps thematically with draft PR #8229 — reviewers should reconcile rather than merge both blindly. ## Model Used Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use (git, shell). Agentic coding workflow. ## 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) - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-23 09:00:14 -05:00
4 people	2e74d32871	PAP-10430: split Issue-to-Task copy migration (#7651) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the operator surface where users create, assign, monitor, and review work items. > - The product language is moving toward "tasks" for user-facing work items while the internal API and database still use "issues". > - PR #7543 bundled this copy migration with broader information-architecture work, which made the branch too large for Greptile review. > - This pull request peels the Issue-to-Task copy migration into a smaller, independently reviewable change. > - The benefit is clearer user-facing terminology, less agent confusion via the Paperclip skill note, and a smaller PR that Greptile can review. ## Linked Issues or Issue Description Refs #7645 Refs #7543 Refs PAP-10430 This PR was split out of #7543 so the Issue-to-Task copy migration can be reviewed separately and the remaining IA PR can fall under Greptile's file limit. ## What Changed - Preserves Scott Tong's original `PAP-57` copy-only commit, with author and co-author credit intact, to rename user-facing "Issues" copy to "Tasks" across the UI while keeping routes/API/internal symbols as `issue`. - Updates onboarding and release-smoke browser selectors from `Create & Open Issue` to `Create & Open Task`. - Adds a terminology note to `skills/paperclip/SKILL.md` clarifying that task and issue refer to the same Paperclip work item. - Resolves the only cherry-pick conflict by keeping current search artifacts support and changing visible search copy to "tasks". ## Verification - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/IssuesList.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/pages/IssueDetail.test.tsx` passed: 4 files, 66 tests. - `git diff --check origin/master...HEAD` passed. - Diff is 80 files, below Greptile's 100-file limit. - Before/after UI copy examples: "Issues" -> "Tasks", "New Issue" -> "New Task", "Create & Open Issue" -> "Create & Open Task". ## Risks - Medium copy-risk: this intentionally changes user-facing terminology broadly while keeping internal issue identifiers and routes unchanged. - Some docs and APIs still say `issue`; the skill note clarifies this so agents do not treat task and issue as separate entities. - Browser-level visual validation is expected from CI because this local container is missing usable browser dependencies. > 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 Scott Tong authored the original `PAP-57` copy migration, assisted by Claude Opus 4.8 and Paperclip agents per the preserved commit metadata. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed the PR split, conflict resolution, skill note, 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [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: scotttong <scott.tong@gmail.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-06 10:10:01 -05:00
DottaandPaperclip	9aea3e3d35	[codex] Add resource membership controls (#6677) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > 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 coding agent, tool-enabled shell/git workflow, context window not exposed by runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-25 13:12:41 -05:00
DottaandPaperclip	38c185fb8b	[codex] Add agent permissions and controls plan (#6386) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-22 08:12:52 -05:00
DottaandPaperclip	dfcebf082b	[codex] Refresh issue documents from live updates (#6005) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The board UI keeps issue pages responsive by subscribing to live activity events and invalidating TanStack Query caches. > - Issue documents are first-class issue artifacts, but document activity events were not refreshing the document list, active document, or revision caches. > - That meant a user could update a document on an issue and another open board would keep showing stale document content until a page reload. > - This pull request routes issue document activity events through the same live invalidation path used for issue and comment updates. > - The benefit is that issue document changes become visible automatically on active issue pages without forcing operators to reload the board. ## What Changed - Added live-update cache invalidation for `issue.document_created`, `issue.document_updated`, `issue.document_restored`, and `issue.document_deleted` activity events. - Invalidated the issue document list, the active document cache, and document revisions for both issue id and identifier references when the activity payload includes a document key. - Added regression coverage for document activity events so active issue pages refetch document caches without inactive-only behavior. - Simplified the document invalidation test mock after Greptile feedback so the test only models the cache reads it actually uses. ## Verification - `git rebase public-gh/master` reported the branch was up to date after fetching `public-gh/master`. - `pnpm run preflight:workspace-links` passed. - `pnpm exec vitest run --project @paperclipai/ui ui/src/context/LiveUpdatesProvider.test.ts` passed: 1 file, 16 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. - PR checks passed on `eecd19f7b0355490f17314c94bffa06aada8f9e3`: `policy`, `verify`, `e2e`, all 4 serialized server shards, `Canary Dry Run`, `security/snyk`, and `Greptile Review`. - Greptile completed with `5/5` confidence and no unresolved review threads. ## Risks - Low risk. This expands cache invalidation for existing live activity events and does not change API contracts, database schema, migrations, or document persistence behavior. - No migrations or `pnpm-lock.yaml` changes are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled local repository workflow. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] No visible UI layout changed; screenshots are not applicable for live cache invalidation behavior - [x] No documentation changes were needed for this internal UI cache refresh fix - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-15 08:55:54 -05:00
DottaandPaperclip	68f69975a4	Harden control-plane safety and issue identifiers (#5292) ... ## Thinking Path > - Paperclip relies on issue identifiers, execution policies, and agent heartbeat rules to keep autonomous work auditable. > - Safety checks need to reject ambiguous agent handoffs, and identifier parsing needs to support Cloud tenant prefixes. > - Agent instructions also need to make final-disposition rules explicit so work does not stall in vague states. > - This pull request isolates backend correctness and governance hardening from the UI and recovery-system-notice branches. > - The benefit is safer in-review transitions, better identifier compatibility, and clearer agent operating contracts. ## What Changed - Fixed run-aware confirmation ordering and interrupted-run state cleanup. - Added Cloud tenant identity bootstrap and alphanumeric issue identifier support across shared parsing and server routes. - Guarded agent-authored `in_review` updates unless a real review path exists. - Tightened heartbeat disposition instructions in adapter utilities/default AGENTS/Paperclip skill. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run packages/shared/src/issue-references.test.ts server/src/__tests__/issue-identifier-routes.test.ts server/src/__tests__/issue-execution-policy-routes.test.ts packages/adapter-utils/src/server-utils.test.ts` initially had the first execution-policy test hit Vitest's 5s timeout under the parallel bundle while the rest passed. - `pnpm exec vitest run server/src/__tests__/issue-execution-policy-routes.test.ts --testTimeout=20000` passed with 10/10 tests. - Follow-up: `pnpm run typecheck:build-gaps` passed. - Follow-up: `pnpm --filter @paperclipai/ui typecheck` passed. - Follow-up: `pnpm vitest run server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/company-portability.test.ts server/src/__tests__/costs-service.test.ts` passed. - Follow-up: `pnpm vitest run ui/src/context/LiveUpdatesProvider.test.ts ui/src/lib/issue-chat-messages.test.ts ui/src/lib/issue-reference.test.ts ui/src/lib/issue-timeline-events.test.ts` passed. ## Risks - Medium control-plane risk: in-review update validation changes agent behavior. The error message is explicit and tests cover allowed review paths. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 07:49:47 -05:00
DottaandPaperclip	a957394420	[codex] Add structured issue-thread interactions (#4244) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators supervise that work through issues, comments, approvals, and the board UI. > - Some agent proposals need structured board/user decisions, not hidden markdown conventions or heavyweight governed approvals. > - Issue-thread interactions already provide a natural thread-native surface for proposed tasks and questions. > - This pull request extends that surface with request confirmations, richer interaction cards, and agent/plugin/MCP helpers. > - The benefit is that plan approvals and yes/no decisions become explicit, auditable, and resumable without losing the single-issue workflow. ## What Changed - Added persisted issue-thread interactions for suggested tasks, structured questions, and request confirmations. - Added board UI cards for interaction review, selection, question answers, and accept/reject confirmation flows. - Added MCP and plugin SDK helpers for creating interaction cards from agents/plugins. - Updated agent wake instructions, onboarding assets, Paperclip skill docs, and public docs to prefer structured confirmations for issue-scoped decisions. - Rebased the branch onto `public-gh/master` and renumbered branch migrations to `0063` and `0064`; the idempotency migration uses `ADD COLUMN IF NOT EXISTS` for old branch users. ## Verification - `git diff --check public-gh/master..HEAD` - `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts packages/mcp-server/src/tools.test.ts packages/shared/src/issue-thread-interactions.test.ts ui/src/lib/issue-thread-interactions.test.ts ui/src/lib/issue-chat-messages.test.ts ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/IssueChatThread.test.tsx server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/services/issue-thread-interactions.test.ts` -> 9 files / 79 tests passed - `pnpm -r typecheck` -> passed, including `packages/db` migration numbering check ## Risks - Medium: this adds a new issue-thread interaction model across db/shared/server/ui/plugin surfaces. - Migration risk is reduced by placing this branch after current master migrations (`0063`, `0064`) and making the idempotency column add idempotent for users who applied the old branch numbering. - UI interaction behavior is covered by component tests, but this PR does not include browser screenshots. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-class coding agent runtime. Exact model ID and context window are not exposed in this Paperclip run; tool use and local shell/code execution were 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-21 20:15:11 -05:00
Dotta	a26e1288b6	[codex] Polish issue board workflows (#4224) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Human operators supervise that work through issue lists, issue detail, comments, inbox groups, markdown references, and profile/activity surfaces > - The branch had many small UI fixes that improve the operator loop but do not need to ship with backend runtime migrations > - These changes belong together as board workflow polish because they affect scanning, navigation, issue context, comment state, and markdown clarity > - This pull request groups the UI-only slice so it can merge independently from runtime/backend changes > - The benefit is a clearer board experience with better issue context, steadier optimistic updates, and more predictable keyboard navigation ## What Changed - Improves issue properties, sub-issue actions, blocker chips, and issue list/detail refresh behavior. - Adds blocker context above the issue composer and stabilizes queued/interrupted comment UI state. - Improves markdown issue/GitHub link rendering and opens external markdown links in a new tab. - Adds inbox group keyboard navigation and fold/unfold support. - Polishes activity/avatar/profile/settings/workspace presentation details. ## Verification - `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx ui/src/components/IssueChatThread.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/lib/inbox.test.ts ui/src/lib/optimistic-issue-comments.test.ts` ## Risks - Low to medium risk: changes are UI-focused but cover high-traffic issue and inbox surfaces. - This branch intentionally does not include the backend runtime changes from the companion PR; where UI calls newer API filters, unsupported servers should continue to fail visibly through existing API error handling. - Visual screenshots were not captured in this heartbeat; targeted component/helper tests cover the changed 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 Codex, GPT-5-based coding agent runtime, shell/git tool use enabled. Exact hosted model build and context window are not exposed in this Paperclip heartbeat environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-04-21 12:25:34 -05:00
4 people	b9a80dcf22	feat: implement multi-user access and invite flows (#3784) ... ## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - V1 needs to stay local-first while also supporting shared, authenticated deployments. > - Human operators need real identities, company membership, invite flows, profile surfaces, and company-scoped access controls. > - Agents and operators also need the existing issue, inbox, workspace, approval, and plugin flows to keep working under those authenticated boundaries. > - This branch accumulated the multi-user implementation, follow-up QA fixes, workspace/runtime refinements, invite UX improvements, release-branch conflict resolution, and review hardening. > - This pull request consolidates that branch onto the current `master` branch as a single reviewable PR. > - The benefit is a complete multi-user implementation path with tests and docs carried forward without dropping existing branch work. ## What Changed - Added authenticated human-user access surfaces: auth/session routes, company user directory, profile settings, company access/member management, join requests, and invite management. - Added invite creation, invite landing, onboarding, logo/branding, invite grants, deduped join requests, and authenticated multi-user E2E coverage. - Tightened company-scoped and instance-admin authorization across board, plugin, adapter, access, issue, and workspace routes. - Added profile-image URL validation hardening, avatar preservation on name-only profile updates, and join-request uniqueness migration cleanup for pending human requests. - Added an atomic member role/status/grants update path so Company Access saves no longer leave partially updated permissions. - Improved issue chat, inbox, assignee identity rendering, sidebar/account/company navigation, workspace routing, and execution workspace reuse behavior for multi-user operation. - Added and updated server/UI tests covering auth, invites, membership, issue workspace inheritance, plugin authz, inbox/chat behavior, and multi-user flows. - Merged current `public-gh/master` into this branch, resolved all conflicts, and verified no `pnpm-lock.yaml` change is included in this PR diff. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx` - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/workspace-runtime-service-authz.test.ts server/src/__tests__/access-validators.test.ts` - `pnpm exec vitest run server/src/__tests__/authz-company-access.test.ts server/src/__tests__/routines-routes.test.ts server/src/__tests__/sidebar-preferences-routes.test.ts server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/openclaw-invite-prompt-route.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts server/src/__tests__/routines-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts ui/src/pages/CompanyAccess.test.tsx` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm db:generate` - `npx playwright test --config tests/e2e/playwright.config.ts --list` - Confirmed branch has no uncommitted changes and is `0` commits behind `public-gh/master` before PR creation. - Confirmed no `pnpm-lock.yaml` change is staged or present in the PR diff. ## Risks - High review surface area: this PR contains the accumulated multi-user branch plus follow-up fixes, so reviewers should focus especially on company-boundary enforcement and authenticated-vs-local deployment behavior. - UI behavior changed across invites, inbox, issue chat, access settings, and sidebar navigation; no browser screenshots are included in this branch-consolidation PR. - Plugin install, upgrade, and lifecycle/config mutations now require instance-admin access, which is intentional but may change expectations for non-admin board users. - A join-request dedupe migration rejects duplicate pending human requests before creating unique indexes; deployments with unusual historical duplicates should review the migration behavior. - Company member role/status/grant saves now use a new combined endpoint; older separate endpoints remain for compatibility. - Full production build was not run locally in this heartbeat; CI should cover the full matrix. ## Model Used - OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use environment. Exact deployed model identifier and context window were not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note on screenshots: this is a branch-consolidation PR for an already-developed multi-user branch, and no browser screenshots were captured during this heartbeat. --------- Co-authored-by: dotta <dotta@example.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>	2026-04-17 09:44:19 -05:00
DottaandPaperclip	d4c3899ca4	[codex] improve issue and routine UI responsiveness (#3744) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Operators rely on issue, inbox, and routine views to understand what the company is doing in real time > - Those views need to stay fast and readable even when issue lists, markdown comments, and run metadata get large > - The current branch had a coherent set of UI and live-update improvements spread across issue search, issue detail rendering, routine affordances, and workspace lookups > - This pull request groups those board-facing changes into one standalone branch that can merge independently of the heartbeat/runtime work > - The benefit is a faster, clearer issue and routine workflow without changing the underlying task model ## What Changed - Show routine execution issues by default and rename the filter to `Hide routine runs` so the default state no longer looks like an active filter. - Show the routine name in the run dialog and tighten the issue properties pane with a workspace link, copy-on-click behavior, and an inline parent arrow. - Reduce issue detail rerenders, keep queued issue chat mounted, improve issues page search responsiveness, and speed up issues first paint. - Add inbox "other search results", refresh visible issue runs after status updates, and optimize workspace lookups through summary-mode execution workspace queries. - Improve markdown wrapping and scrolling behavior for long strings and self-comment code blocks. - Relax the markdown sanitizer assertion so the test still validates safety after the new wrap-friendly inline styles. ## Verification - `pnpm vitest run ui/src/components/IssuesList.test.tsx ui/src/lib/inbox.test.ts ui/src/pages/Issues.test.tsx ui/src/context/BreadcrumbContext.test.tsx ui/src/context/LiveUpdatesProvider.test.ts ui/src/components/MarkdownBody.test.tsx ui/src/api/execution-workspaces.test.ts server/src/__tests__/execution-workspaces-routes.test.ts` ## Risks - This touches several issue-facing UI surfaces at once, so regressions would most likely show up as stale rendering, search result mismatches, or small markdown presentation differences. - The workspace lookup optimization depends on the summary-mode route shape staying aligned between server and UI. ## Model Used - OpenAI Codex, GPT-5-based coding agent in the Codex CLI environment. Exact backend model deployment ID was not exposed in-session. Tool-assisted editing and shell execution were used. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-15 15:54:05 -05:00
DottaandPaperclip	7f893ac4ec	[codex] Harden execution reliability and heartbeat tooling (#3679) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Reliable execution depends on heartbeat routing, issue lifecycle semantics, telemetry, and a fast enough local verification loop to keep regressions visible > - The remaining commits on this branch were mostly server/runtime correctness fixes plus test and documentation follow-ups in that area > - Those changes are logically separate from the UI-focused issue-detail and workspace/navigation branches even when they touch overlapping issue APIs > - This pull request groups the execution reliability, heartbeat, telemetry, and tooling changes into one standalone branch > - The benefit is a focused review of the control-plane correctness work, including the follow-up fix that restored the implicit comment-reopen helpers after branch splitting ## What Changed - Hardened issue/heartbeat execution behavior, including self-review stage skipping, deferred mention wakes during active execution, stranded execution recovery, active-run scoping, assignee resolution, and blocked-to-todo wake resumption - Reduced noisy polling/logging overhead by trimming issue run payloads, compacting persisted run logs, silencing high-volume request logs, and capping heartbeat-run queries in dashboard/inbox surfaces - Expanded telemetry and status semantics with adapter/model fields on task completion plus clearer status guidance in docs/onboarding material - Updated test infrastructure and verification defaults with faster route-test module isolation, cheaper default `pnpm test`, e2e isolation from local state, and repo verification follow-ups - Included docs/release housekeeping from the branch and added a small follow-up commit restoring the implicit comment-reopen helpers that were dropped during branch reconstruction ## Verification - `pnpm vitest run server/src/__tests__/issue-comment-reopen-routes.test.ts server/src/__tests__/issue-telemetry-routes.test.ts` - `pnpm vitest run server/src/__tests__/http-log-policy.test.ts server/src/__tests__/heartbeat-run-log.test.ts server/src/__tests__/health.test.ts` - `server/src/__tests__/activity-service.test.ts`, `server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and `server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted on this host but the embedded Postgres harness reported init-script/data-dir problems and skipped or failed to start, so they are noted as environment-limited ## Risks - Medium: this branch changes core issue/heartbeat routing and reopen/wakeup behavior, so regressions would affect agent execution flow rather than isolated UI polish - Because it also updates verification infrastructure, reviewers should pay attention to whether the new tests are asserting the right failure modes and not just reshaping harness behavior ## Model Used - OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact deployed model ID is not exposed in this environment), reasoning enabled, tool use and local code execution 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) - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-14 13:34:52 -05:00
DottaandPaperclip	6e6f538630	[codex] Improve issue detail and issue-list UX (#3678) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - A core part of that is the operator experience around reading issue state, agent chat, and sub-task structure > - The current branch had a long run of issue-detail and issue-list UX fixes that all improve how humans follow and steer active work > - Those changes mostly live in the UI/chat surface and should be reviewed together instead of mixed with workspace/runtime work > - This pull request packages the issue-detail, chat, markdown, and sub-issue list improvements into one standalone change > - The benefit is a cleaner, less jumpy, more reliable issue workflow on desktop and mobile without coupling it to unrelated server/runtime refactors ## What Changed - Stabilized issue chat runtime wiring, optimistic comment handling, queued-comment cancellation, and composer anchoring during live updates - Fixed several issue-detail rendering and navigation regressions including placeholder bleed, local polling scope, mobile inbox-to-issue transitions, and visible refresh resets - Improved markdown and rich-content handling with advisory image normalization, editor fallback behavior, touch mention recovery, and `issue:` quicklook links - Refined sub-issue behavior with parent-derived defaults, current-user inheritance fixes, empty-state cleanup, and a reusable issue-list presentation for sub-issues - Added targeted UI tests for the new issue-detail, chat scroll/message, placeholder-data, markdown, and issue-list behaviors ## Verification - `pnpm vitest run ui/src/components/IssueChatThread.test.tsx ui/src/components/MarkdownEditor.test.tsx ui/src/components/IssuesList.test.tsx ui/src/context/LiveUpdatesProvider.test.tsx ui/src/lib/issue-chat-messages.test.ts ui/src/lib/issue-chat-scroll.test.ts ui/src/lib/issue-detail-subissues.test.ts ui/src/lib/query-placeholder-data.test.tsx ui/src/hooks/usePaperclipIssueRuntime.test.tsx` ## Risks - Medium: this branch touches the highest-traffic issue-detail UI paths, so regressions would show up as chat/thread or sub-issue UX glitches - The changes are UI-heavy and would benefit from reviewer screenshots or a quick manual browser pass before merge ## Model Used - OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact deployed model ID is not exposed in this environment), reasoning enabled, tool use and local code execution 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [ ] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-14 12:50:48 -05:00
dotta	03dff1a29a	Refine issue workflow surfaces and live updates	2026-04-09 10:26:17 -05:00
dotta	038dd2bb82	Improve issue assignee update responsiveness	2026-04-09 06:18:05 -05:00
dottaandPaperclip	4d61dbfd34	Merge public-gh/master into pap-979-runtime-workspaces ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-30 08:35:30 -05:00
dottaandPaperclip	b5efd8b435	Merge public-gh/master into fix/hmr-websocket-reverse-proxy ... Reconcile the PR with current master, preserve both PWA capability meta tags, and add websocket lifecycle coverage for the StrictMode-safe live updates fix. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-30 07:17:23 -05:00
dottaandPaperclip	2fea39b814	Reduce run lifecycle toast noise ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-29 10:55:26 -05:00
dottaandPaperclip	995f5b0b66	Add the inbox mine tab and archive flow ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-26 16:09:43 -05:00
dottaandPaperclip	6960ab1106	Address Greptile review on UI polish PR ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-23 17:16:10 -05:00
dottaandPaperclip	0b960b0739	Suppress same-page issue toasts ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-23 16:57:27 -05:00
dottaandPaperclip	5caf43349b	Improve routine configuration: delete triggers, fix pause, add feedback ... - Add trash icon button to delete triggers (full stack: service, route, API client, UI) - Fix pause/unpause bug where saving routine could revert status by excluding status from the save payload (status is managed via dedicated pause/resume buttons) - Add toast feedback for run, pause, and resume actions - Auto-switch to Runs tab after triggering a manual run - Add live update invalidation for routine/trigger/run activity events Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-19 16:45:08 -05:00
dottaandPaperclip	4fdcfe5515	Refresh inbox recent after issue creation ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-17 16:14:43 -05:00
Genie	59b1d1551a	fix: Vite HMR WebSocket for reverse proxy + WS StrictMode guard ... When running behind a reverse proxy (e.g. Caddy), the live-events WebSocket would fail to connect because it constructed the URL from window.location without accounting for proxy routing. Also fixes React StrictMode double-invoke of WebSocket connections by deferring the connect call via a cleanup guard. - Replace deprecated apple-mobile-web-app-capable meta tag - Guard WS connect with mounted flag to prevent StrictMode double-open - Use protocol-relative WebSocket URL derivation for proxy compatibility	2026-03-17 07:09:00 -03:00
Sai Shankar	bc991a96b4	fix(costs): guard routes, fix DST ranges, sync provider state, wire live updates ... - add companyAccess guard to costs route - fix effectiveProvider/activeProvider desync via sync-back useEffect - move ROLLING_WINDOWS to module level; replace IIFE with useMemo in ProviderQuotaCard - add NO_COMPANY sentinel to eliminate non-null assertions before enabled guard - fix DST-unsafe 7d/30d ranges in useDateRange (use Date constructor) - remove providerData from providerTabItems memo deps (use byProvider) - normalize used_percent 0-1 vs 0-100 ambiguity in quota-windows service - rename secondsToWindowLabel index param to fallback; pass explicit labels - add 4.33 magic number comment; fix quota window key collision - remove rounded-md from date inputs (violates --radius: 0 theme) - wire cost_event invalidation in LiveUpdatesProvider	2026-03-16 15:08:54 -05:00
Sai Shankar	56c9d95daa	feat(costs): consolidate /usage into /costs with Spend + Providers tabs ... merge Usage page into Costs as two tabs ('Spend' and 'Providers'), extract shared date-range logic to useDateRange() hook, delete /usage route and sidebar entry, fix quota-windows bugs from prior review	2026-03-16 15:08:54 -05:00
Sai Shankar	f14b6e449f	feat(usage): add subscription quota windows per provider on /usage page ... reads local claude and codex auth files server-side, calls provider quota apis (anthropic oauth usage, chatgpt wham/usage), and surfaces live usedPercent per window in ProviderQuotaCard with threshold fill colors	2026-03-16 15:08:54 -05:00
Sai Shankar	94018e0239	feat(ui): add resource and usage dashboard (/usage route) ... adds a new /usage page that lets board operators see how much each ai provider is consuming across any date window, with per-model breakdowns, rolling 5h/24h/7d burn windows, weekly budget bars, and a deficit notch when projected spend is on track to exceed the monthly budget. - new GET /companies/:id/costs/by-provider endpoint aggregates cost events by provider + model with pro-rated billing type splits from heartbeat runs - new GET /companies/:id/costs/window-spend endpoint returns rolling window spend (5h, 24h, 7d) per provider with no schema changes - QuotaBar: reusable boxed-border progress bar with green/yellow/red threshold fill colors and optional deficit notch - ProviderQuotaCard: per-provider card showing budget allocation bars, rolling windows, subscription usage, and model breakdown with token/cost share overlays - Usage page: date preset toggles (mtd, 7d, 30d, ytd, all, custom), provider tabs, 30s polling plus ws invalidation on cost_event - custom date range blocks queries until both dates are selected and treats boundaries as local-time (not utc midnight) so full days are included regardless of timezone - query key to timestamp is floored to the nearest minute to prevent cache churn on every 30s refetch tick	2026-03-16 15:08:54 -05:00
DottaandPaperclip	abb70ca5c5	fix(ui): refresh issue documents from live events ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-03-14 06:52:44 -05:00
Dotta	96e03b45b9	Refine inbox tabs and layout	2026-03-11 08:26:41 -05:00