Commit Graph
557 Commits
Author SHA1 Message Date
DottaandPaperclip 569b7affc4 [codex] Add bounded workspace overview (#8627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The execution workspace subsystem powers project and workspace views
by listing runtime state, branch metadata, issue links, and status
summaries.
> - The existing workspace views relied on broad list data that can grow
expensive as a company accumulates many workspaces and linked issues.
> - That makes the Workspaces page and project workspace cards slower
than necessary because the UI does not always need the full workspace
detail payload up front.
> - This pull request adds a bounded overview contract for workspace
listings and moves the relevant UI surfaces to that cheaper path.
> - The benefit is faster workspace loading while preserving detail
fetches for pages that actually need full workspace data.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Inline bug report follows
the repository bug template.

### What happened?

Workspace index-style screens can load too much execution workspace
detail before the user asks for it. Several UI surfaces used fuller
workspace data paths for summary displays, which can make workspace
loading slower as workspace history grows.

### Expected behavior

Overview screens should request a bounded summary payload, while detail
screens should keep using the full workspace detail endpoint.

### Steps to reproduce

1. Run Paperclip from source with enough execution workspace history to
make workspace lists non-trivial.
2. Open the Workspaces page or a project workspace summary card.
3. Observe that summary UI needs only bounded workspace metadata but can
depend on broader workspace payloads.

### Paperclip version or commit

`master` at the time this branch was prepared.

### Deployment mode

Local dev (`pnpm dev`)

## What Changed

- Added shared types, validators, and path constants for bounded
execution workspace overviews.
- Added server service and route support for overview queries with
bounded linked issue/runtime metadata.
- Updated workspace overview UI API calls, query keys, breadcrumbs,
quicklooks, close dialogs, project summaries, and detail links to
consume the cheaper overview shape where appropriate.
- Added regression coverage for the new server route/service behavior
and the UI overview consumers.
- Registered the new workspace overview route in the generated OpenAPI
spec.
- Kept overview totals aligned with the project join and preserved
project slug links in workspace headers.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspaces-service.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts
ui/src/api/execution-workspaces.test.ts
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/pages/Workspaces.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck`
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts
server/src/__tests__/execution-workspaces-service.test.ts`
- `pnpm test:run:serialized -- --shard-index 1 --shard-count 4`

## Risks

Low to medium risk. The change introduces a new overview contract across
shared/server/ui layers, so the main risk is a mismatch between summary
and detail payload expectations. The added route/service/UI tests cover
the intended split, and full detail pages continue using the detail
path.

> 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 with repository tool use and
local command execution. Exact served model identifier and context
window were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-25 21:38:14 -05:00
Devin FoleyandPaperclip f90ea4dae4 Fix top-level secret ref binding sync (#8630)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Instance environments can store provider configuration fields as
Paperclip secret references
> - Environment save uses secret binding sync to keep persisted config
refs aligned with `company_secret_bindings`
> - Top-level secret-ref fields such as `apiKey` were not deleted during
sync because the cleanup only matched child paths like `apiKey.*`
> - Re-saving an environment with the same top-level secret ref could
therefore hit the target/path unique constraint and return a 500
> - This pull request makes the sync cleanup include the exact top-level
config path before reinserting current refs
> - The benefit is that saved environment provider configs can be edited
repeatedly without duplicate binding failures

## Linked Issues or Issue Description

No public GitHub issue found in duplicate search for this exact
environment secret-binding failure.

### Bug report

#### Pre-submission checklist

- I searched existing open and closed issues and this is not a
duplicate.
- I can reproduce this on the current `master` lineage.
- I confirmed the error originates in Paperclip secret-binding sync, not
the sandbox provider itself.

#### What happened?

Saving an instance environment whose provider config contains a
top-level secret-ref field can fail with a duplicate key error on
`company_secret_bindings_target_path_uq`.

#### Expected behavior

Saving the same environment config repeatedly should update/sync
bindings idempotently.

#### Steps to reproduce

1. Create or edit an instance environment with a provider config that
has a top-level secret-ref field such as `apiKey`.
2. Save the environment.
3. Save the environment again without moving that field under a nested
object.
4. The second save can attempt to insert a duplicate binding for the
same target/path.

#### Paperclip version or commit

Observed on local dev from current `master` lineage before this fix.

#### Deployment mode

Local dev (pnpm dev), authenticated private mode.

#### Installation method

Built from source (pnpm dev / pnpm build).

#### Agent adapter(s) involved

Not adapter-specific (core bug).

#### Database mode

Embedded local Postgres.

#### Access context

Board (human operator) environment settings save.

#### Relevant logs or output

The server returned a 500 after Postgres rejected a duplicate
`company_secret_bindings` row for the same environment target and
`apiKey` config path. Secret values and local paths are intentionally
omitted.

#### Privacy checklist

I reviewed the PR description for private instance links, local paths,
API keys, tokens, and company-specific secrets.

## What Changed

- Updated `syncSecretRefsForTarget()` so prefix cleanup removes both the
exact top-level config path and nested child paths.
- Added a regression test that syncs an environment top-level `apiKey`
secret ref repeatedly, then replaces it and verifies only one binding
remains.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `git diff --check`
- Local diff scan for internal issue links, local paths, bearer/session
tokens, and obvious secret literals returned no matches.
- GitHub duplicate searches for related environment secret-binding
issues/PRs returned no matches.

## Risks

Low risk. The change only broadens the existing target/path cleanup used
before reinserting secret refs. It preserves the existing child-path
cleanup behavior and adds the missing exact-path case.

## Model Used

OpenAI GPT-5 Codex via the `codex_local` Paperclip adapter. Tool-using
coding-agent session with shell, git, and repository-edit capabilities.
Context window size was 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 <noreply@paperclip.ing>
2026-06-25 13:31:59 -07:00
DottaandPaperclip ed65d08d57 [codex] Gate skill mutations with skills:create permission (#8616)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents and board users operate inside a company-scoped control plane
where permissions decide which mutating actions they can perform
> - Company skills are part of the reusable agent-company setup surface,
but skill mutation had been coupled to broader agent-creation authority
> - That coupling meant importing or managing skills required a
permission that also implies hiring power, which is broader than the
operation needs
> - Paperclip already has a grant-based permission vocabulary, so skill
mutation should be authorized through a dedicated `skills:create`
capability while preserving existing default behavior for trusted agents
> - This pull request adds the skill creation permission contract,
enforces it on company skill mutations, exposes it in agent permission
management, and documents the changed CLI/API expectations
> - The benefit is a narrower, auditable permission path for skill
import/create/update/delete flows without forcing agents to receive
broader agent-creation authority

## Linked Issues or Issue Description

No public issue is linked.

Problem: company skill mutation APIs were effectively tied to broader
agent creation authority. This PR splits skill mutation authorization
onto the public `skills:create` permission while keeping existing
default skill creation behavior for agents unless explicitly disabled.

Related public PR found during duplicate search: #5330. That PR uses an
older `canManageSkills` shape; this PR implements the `skills:create`
grant path instead.

## What Changed

- Added `skills:create` to shared permission constants and agent
permission types/validators as `canCreateSkills`.
- Backfilled default human/member role grants for `skills:create`.
- Updated company skill mutation routes to require board/user or agent
access to `skills:create`, while preserving legacy/default agent
behavior through `canCreateSkills` unless explicitly disabled.
- Updated agent permission update handling, UI permission controls,
duplicate-agent payloads, plugin SDK fixtures, and agent detail API
surfaces for `canCreateSkills`.
- Added regression coverage for skill route authorization, permission
schema/default behavior, invite grants, omitted permission updates, and
duplicate-agent payloads.
- Updated CLI and Paperclip skill documentation for the new skill
creation permission.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-permissions-service.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/invite-join-grants.test.ts
ui/src/lib/duplicate-agent-payload.test.ts` — 5 files, 90 tests passed.
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck` — passed.
- `pnpm test:run ...changed files...` was attempted first, but the
stable wrapper rejects explicit file arguments; direct Vitest was used
for the same targeted files.

## Risks

- Moderate authorization risk: this changes the gate for company skill
mutations, so the tests cover board grant checks, agent explicit grant
checks, legacy default allowance, and explicit denial.
- Migration/backfill risk is low: the migration only grants
`skills:create` to existing human roles that already need broad
management capability.
- UI/API compatibility risk is low: `canCreateSkills` remains default-on
for full agent permissions, and the update validator preserves omitted
values so unrelated permission edits do not re-enable disabled skill
creation.

> 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 with terminal/tool use enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [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>
2026-06-25 09:49:10 -05:00
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 f88ac9d078 [codex] Fix local skill, secrets, and file viewer regressions (#8586)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents rely on local skills, provider-backed secrets, and workspace
file previews during normal execution.
> - Local skill imports need bounded reference-file inventory so direct
skill discovery stays accurate without accidentally walking too much of
the filesystem.
> - Secrets provider setup needs actionable AWS discovery errors so
operators can recover from IAM/config problems without losing manual
form input.
> - The issue detail file viewer should reopen cleanly after the first
close so users can keep inspecting files during task review.
> - This pull request collects the small fixes and regression tests for
those related operator workflows.
> - The benefit is more predictable local skill imports, clearer secrets
setup failure states, and a less brittle file preview interaction.

## Linked Issues or Issue Description

- No public GitHub issue was found for this extracted local work.
- Related prior sync context: #8536.
- Problem: local skill reference discovery, AWS provider-vault discovery
errors, and issue file preview reopening each had narrow workflow
regressions that made operator recovery harder.
- Expected behavior: skill imports inventory reference files within
bounded local skill directories, AWS discovery failures present safe
actionable guidance while preserving manual values, and closing the
first file preview does not prevent opening another preview.
- Reproduction scope: import a local skill with referenced files,
attempt AWS Secrets Manager discovery with insufficient IAM/list
permissions, and open/close/reopen file previews from an issue detail
page.
- Duplicate search: searched GitHub PRs/issues for `skill inventory
secrets file viewer` and `skill inventory secrets AWS file viewer`; no
matching public duplicate was found.

## What Changed

- Bounded direct local skill file inventory discovery and added
regression coverage for reference file imports.
- Preserved and surfaced safe, actionable AWS Secrets Manager
discovery/import errors in server responses and the secrets UI.
- Kept AWS provider-vault manual form values intact when discovery fails
or returns no candidates.
- Fixed issue file viewer state so closing the first preview still
allows later file previews to open.
- Updated the secrets render test harness to avoid the missing
`React.act` export in the current React package set.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts
ui/src/context/FileViewerContext.test.ts
ui/src/pages/Secrets.render.test.tsx`
- Result: 5 test files passed, 116 tests passed.
- Install note: the isolated worktree needed `NODE_ENV=development pnpm
install --frozen-lockfile --prod=false --force` before local
verification because it initially had no dev dependencies installed.

## Risks

- Low-to-medium risk: this touches skill import inventory,
secrets-provider error handling, and file-viewer UI state, but each
change is covered by focused regression tests.
- No migrations.
- No dependency or lockfile changes.
- CI is rerunning on the latest head after review fixes; Greptile is 5/5
with no unresolved Greptile threads.

> 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 coding agent, GPT-5-family model as provided in the
Paperclip run environment, with repository tool use and local command
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-24 09:17:51 -05:00
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
DottaandPaperclip 2dbaf4a7fa External object references across issue surfaces (#8512)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI agents, issues, approvals, comments, and work products.
> - The involved subsystem is issue context: markdown links, issue
properties, related work, lists, filters, inbox/sidebar status, and
plugin-provided external context.
> - The gap is that URLs to external systems currently remain mostly
plain links, so humans and agents must manually open them to understand
status, identity, and liveness.
> - This matters because external work objects such as GitHub issues and
pull requests are part of the operational state of a Paperclip company.
> - The implementation keeps core provider-neutral: shared contracts,
storage, sync, routes, and UI surfaces live in core while providers can
contribute detection and status resolution.
> - This pull request adds the external object reference foundation,
GitHub provider support, issue-surface rendering, filters,
sidebar/list/inbox signals, and test/story coverage.
> - The benefit is that linked external work becomes inspectable
Paperclip context without hardcoding every provider directly into the
UI.

## Linked Issues or Issue Description

No public GitHub issue exists for this work.

Feature request:

- Problem: URLs in Paperclip issues, comments, documents, and related
surfaces do not expose provider status or object identity inline.
- Proposed behavior: detect supported external object URLs, persist
normalized references, refresh provider status, and render concise
status-aware links across issue surfaces.
- Users affected: board users, agents, and maintainers who triage issues
containing external work links.
- Acceptance: external object references are company-scoped,
provider-extensible, visible in key issue surfaces, filterable where
relevant, and covered by focused shared/server/UI tests.

Related PR search:

- No open duplicate PRs found for `external object references`.
- Closed related prior attempt: #4556.

## What Changed

- Added shared external-object contracts, validators, status/liveness
helpers, and plugin protocol declarations.
- Added database schema and additive migrations for external objects,
source mentions, and display metadata.
- Added server services/routes for detecting, syncing, summarizing,
refreshing, and resolving external objects across issues, documents,
comments, projects, and plugins.
- Added a GitHub external-object provider plus plugin SDK authoring
docs.
- Wired UI presentation across markdown links, comments, issue chat,
documents, properties, related work, issue rows, filters, inbox/sidebar
badges, and Storybook stories.
- Rebasing cleanup: moved the branch onto current `master`, repaired
stale worktree provision config, hardened environment-sensitive
tests/mocks, and removed committed screenshot artifacts from the PR
branch to keep the reviewable file set below tool limits.

## Verification

- `pnpm exec vitest run packages/shared/src/external-objects.test.ts
server/src/__tests__/external-object-routes.test.ts
server/src/__tests__/external-objects-service.test.ts
ui/src/components/ExternalObjectPill.test.tsx
ui/src/lib/external-objects.test.ts` passed after rebasing: 5 files, 56
tests.
- Historical branch verification before this PR creation included `pnpm
test:run`, `pnpm -r typecheck`, and `pnpm build`; this PR body does not
claim those were rerun after the final rebase.

## Risks

- Medium: this adds a new cross-surface sync path on
issue/document/comment writes. The implementation uses safe sync
wrappers so external-object failures warn instead of blocking core
mutations.
- Medium: the migrations introduce new tables and indexes. They are
additive and company-scoped.
- Medium: provider-specific URL parsing can miss or misclassify edge
cases. Shared canonicalization tests and provider tests cover current
GitHub shapes.
- Low: UI badge/filter behavior could add visual noise for object-heavy
issues; component tests and Storybook stories cover the intended
surfaces.

> Roadmap checked: `ROADMAP.md` references the plugin system as the
current extension path and does not list a duplicate core feature.
Related long-range docs discuss external references, work products,
preview URLs, and plugin extension points; this PR implements the scoped
external-object reference foundation.

## Model Used

OpenAI Codex, GPT-5 coding-agent runtime, with shell and GitHub CLI tool
use. Reasoning mode: medium. Exact deployed runtime model ID and context
window were not exposed in the environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run 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>
2026-06-23 08:27:19 -05:00
Devin Foley cd38c150b0 feat: reuse Daytona sandbox leases (#8513)
Add opt-in reusable Daytona sandbox lease support, including retryable pending cleanup handling.\n\nPR: https://github.com/paperclipai/paperclip/pull/8513
2026-06-22 19:35:53 -07:00
Devin FoleyandPaperclip 0b945f449b Make streamlined sidebar default to on (#8496)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI has an experimental streamlined left navigation mode
that changes how projects and agents appear in the sidebar.
> - Today that mode is opt-in, so users keep seeing the classic
navigation unless they find and enable the experiment.
> - The requested product behavior is to make streamlined navigation the
default experience while keeping an explicit experiments opt-out.
> - This pull request flips the shared/server default, updates UI
consumers to treat only explicit `false` as classic mode, and covers
both the default-on path and opt-out behavior in tests.
> - The benefit is that new and legacy settings get the streamlined
sidebar by default without removing the classic-sidebar escape hatch.

## Linked Issues or Issue Description

Refs #7645

Related: #8430 takes the broader route of removing the classic sidebar.
This PR intentionally keeps the opt-out path.

## What Changed

- Default `enableStreamlinedLeftNavigation` to `true` in shared
validation and server-side normalization.
- Preserve explicit stored `false` as the experiments opt-out for the
classic sidebar.
- Render the sidebar and experimental settings toggle as streamlined-on
unless the setting is explicitly `false`.
- Add regression coverage for loading/default streamlined sidebar
behavior and the opt-out patch from the experiments page.
- Remove internal issue identifiers from newly touched source comments
before publishing.

## Verification

- `git diff --check origin/master...HEAD` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm exec vitest run
server/src/__tests__/instance-settings-service.test.ts
ui/src/components/Sidebar.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed, 3 files /
27 tests.
- `pnpm build` — passed, with existing Vite/CSS/chunk-size warnings.
- `pnpm test:run` — failed in unrelated
`server/src/__tests__/workspace-runtime.test.ts`: the test `auto-detects
the default branch via symbolic-ref when origin/HEAD is set` creates a
temp repo on `main` then runs `git push -u origin main master`; `master`
does not exist in that temp repo. Summary: 1 failed, 214 passed, 1780
tests passed, 1 skipped.

## Risks

Low-to-medium behavioral risk: the default sidebar changes for users who
never explicitly set the experiment. Explicit `false` remains respected,
so users can still opt out via experimental settings.

> 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 local adapter, with tool use and code execution.
Exact context window was not surfaced in 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 <noreply@paperclip.ing>
2026-06-22 11:24:10 -07:00
Svetlana Zolotenkova 9ac24317e6 fix(issues): ignore cancelled child blockers in attention (#7577)
Fixes #7578

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Blocked issue health is surfaced through blockerAttention so
operators can see whether blocked work has a live path.
> - The blockerAttention graph uses both explicit blockedBy edges and
direct child issue edges.
> - Done children were already ignored, but cancelled direct children
still appeared as unresolved blockers.
> - Explicit cancelled dependencies should remain visible as dependency
problems, but terminal direct children should not inflate a parent
blocker count.
> - This pull request narrows child-edge traversal to non-terminal
children and adds a regression test for the observed case.
> - The benefit is that cancelled child issues no longer make blocked
parents look like they have extra unresolved blocker attention.

## What Changed

- Added terminal child status filtering for blockerAttention
parent-child traversal so cancelled direct children are ignored with
done children.
- Added a server regression test where a blocked parent has active
explicit blockers plus a cancelled direct child; the cancelled child no
longer increases unresolved counts or becomes the sample blocker.

## Verification

- `perl -e 'alarm shift; exec @ARGV' 300 pnpm exec vitest run
server/src/__tests__/issue-blocker-attention.test.ts` -> 19 tests
passed.

## Risks

- Low risk: the change only affects implicit direct-child
blockerAttention edges.
- Explicit blockedBy edges to cancelled issues are intentionally
unchanged and remain represented as attention-required dependency
problems.

## Model Used

- OpenAI GPT-5, Codex coding agent in tool-enabled CLI environment;
reasoning and code execution used for repository inspection, patching,
git operations, and targeted test 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 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 (not applicable; no UI change)
- [x] I have updated relevant documentation to reflect my changes (not
applicable; bugfix covered by regression test)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-21 00:29:44 -07:00
Devin FoleyandPaperclip 2c98c8e1e5 Fix sandbox git publishing and large workspace uploads (#8422)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandbox and SSH runtimes need to preserve agent work across isolated
execution environments
> - Git-backed workspaces were being copied mostly as filesystem
archives, which breaks when `.git` points outside the mounted workspace
and makes sandbox agents unable to publish their own branches
> - Large ignored dependency trees could also be swept into the sandbox
overlay, causing multi-GB transfers and max-string failures in some
sandbox clients
> - This pull request makes sandbox runtime setup use a git-backed HEAD
sync plus a small dirty/untracked overlay, and bounds sandbox file
transfers so large archives do not need one huge string
> - The benefit is that sandbox agents can commit and push from a usable
git checkout without uploading dependency trees such as `node_modules`

## Linked Issues or Issue Description

Refs #8395

No public duplicate issue or PR was found after searches for `sandbox
git workspace`, `git push sandbox`, and `node_modules sandbox upload`.

Bug report:

- What happened: sandbox-backed agent workspaces could receive a `.git`
file that pointed at host-only git state, leaving the sandbox unable to
run normal git workflows. The sandbox overlay upload could also include
ignored dependency directories, creating very large transfers.
- Expected behavior: sandbox and remote runtimes should prepare a usable
git-backed workspace, copy only the necessary workspace overlay, and
restore git history plus file changes without depending on a host-only
`.git` path.
- Steps to reproduce:
1. Run an agent in a sandbox-backed workspace whose local git checkout
is a worktree.
2. Ask the agent to complete a GitHub workflow that requires commit/push
access.
3. Observe that git operations can fail inside the sandbox, and ignored
dependency trees can be uploaded as part of the workspace overlay.
- Paperclip version or commit: reproduced against `master` before this
PR, base `7aa212296eb1`.
- Deployment mode: local dev / sandbox-backed runtime.
- Installation method: built from source.
- Agent adapters involved: local adapters using shared adapter-utils
runtime preparation.
- Database mode: not database-related.
- Access context: agent runtime.
- Local verification environment: Node.js v25.6.1, pnpm 9.15.4, macOS
arm64.
- Privacy checklist: all pasted output was reviewed for secrets, private
hostnames, local usernames, and internal instance links.

## What Changed

- Added a GitHub workflow push preflight so agent runs can detect
missing push credentials when a workflow explicitly needs GitHub
publishing.
- Added shared git workspace sync helpers for shallow HEAD import/export
and dirty/untracked overlay tracking.
- Updated sandbox managed runtime setup to use git history plus a
selected overlay instead of uploading the full local workspace for
git-backed workspaces.
- Bounded sandbox archive upload/download paths so large payloads stream
or chunk instead of materializing one oversized string.
- Excluded `.git` and ignored dependency trees from sandbox upload,
download, and restore baselines while preserving local ignored
directories during sync-back.
- Added focused tests for git workspace sync, sandbox overlay selection,
transfer chunking, and heartbeat push-preflight behavior.

## Verification

- `pnpm exec vitest run
packages/adapter-utils/src/git-workspace-sync.test.ts
packages/adapter-utils/src/sandbox-managed-runtime.test.ts
packages/adapter-utils/src/command-managed-runtime.test.ts
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts`
- `pnpm --filter @paperclipai/adapter-utils typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm build`
- Public-hygiene scan of the PR diff and commit messages for internal
issue ids, local paths, private hostnames, and obvious token patterns.

## Risks

- Medium risk: this changes sandbox runtime synchronization semantics
for git-backed workspaces, especially around dirty tracked files,
untracked files, deleted paths, and ignored files.
- The main mitigation is focused test coverage for upload contents,
restore exclusions, and git round-trip behavior.
- The SSH runtime keeps the current bundle-based implementation from
`master`; this PR only aligns shared excludes and sandbox behavior with
that model.

## Model Used

OpenAI Codex, GPT-5-based coding agent, tool-enabled shell/git/GitHub
workflow, with code execution and repository 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] 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
- [ ] 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>
2026-06-20 22:03:55 -07:00
Devin FoleyandPaperclip 33353ce62b feat(skills): remove bundled paperclip-dev skill and retire required skill attribute (#7029)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local adapters (Claude, Codex, Cursor, Gemini, Grok, OpenCode, Pi,
ACPX) ship bundled "skills" — opinionated Markdown prompt bundles
materialized into the agent's runtime
> - One of those bundled skills, `paperclip-dev`, existed to let agents
develop Paperclip itself; it has now moved to its own external repo and
no longer belongs in the core tree
> - The adapter skill model also carried a `required` / `requiredReason`
attribute plus a `paperclip_required` `AdapterSkillOrigin` variant, all
of which only existed to mark bundled skills as non-optional in the UI
and adapter sync logic
> - With `paperclip-dev` gone, no bundled skill is "required" anymore,
and the type / runtime surface for `required` is dead weight — but it is
computed at request time and never persisted, so a clean removal is safe
(no compatibility shim needed)
> - This pull request deletes `skills/paperclip-dev/` and removes every
trace of the `required` / `requiredReason` field and the
`paperclip_required` origin across shared types, validators,
adapter-utils, all eight local adapters, server routes, the
company-skills service, the UI, the storybook fixtures, and the test
suite
> - The benefit is a smaller, simpler adapter-skill surface: one origin
(`company_managed`) for managed bundled skills,
`resolvePaperclipDesiredSkillNames` collapses to "just the configured
desired set", and the AgentDetail skills tab no longer renders a
"Required by Paperclip" section that no longer applies

## Linked Issues or Issue Description

<!-- No existing public GitHub issue; describing the underlying work
inline (feature_request template fields). -->

**Summary**

Remove the bundled `paperclip-dev` skill (now maintained in its own
external repo) and retire the `required` / `requiredReason` skill
attribute and the `paperclip_required` skill origin, which only existed
to support it.

**Problem or motivation**

`paperclip-dev` is the only bundled skill that was ever marked
"required". Now that it lives in a separate repository, shipping it
inside the core tree is wrong, and the entire `required` surface (a type
field, a validator field, a synthesized `paperclip_required` origin, UI
"Required by Paperclip" section, and required-skill merging in the
desired-skills calculation) becomes dead weight. The `required` value is
computed at request time and never persisted, so it can be removed
cleanly without a migration or compatibility shim.

**Proposed solution**

Delete `skills/paperclip-dev/`, drop the `required` / `requiredReason`
fields and `paperclip_required` origin everywhere they are produced or
consumed, collapse managed-skill origin to a single `company_managed`
value, and simplify `resolvePaperclipDesiredSkillNames` to return only
the configured desired set.

**Alternatives considered**

Keeping the `required` attribute as a no-op for forward compatibility —
rejected because it is request-time only (nothing persists it), so
leaving it in place is pure dead surface area with no callers.

**Roadmap alignment**

Internal cleanup / dead-code removal that simplifies the adapter-skill
surface; it does not introduce or duplicate any planned core feature in
ROADMAP.md.

## What Changed

- Deleted bundled `skills/paperclip-dev/` (moved to a separate repo).
- Dropped `required`, `requiredReason`, and the `paperclip_required`
origin from `packages/shared/src/types/adapter-skills.ts`,
`packages/shared/src/validators/adapter-skills.ts`, and
`packages/adapter-utils/src/types.ts`.
- In `packages/adapter-utils/src/server-utils.ts`: removed
`readSkillRequired()`; dropped `required`/`requiredReason` from
`listPaperclipSkillEntries()`,
`normalizeConfiguredPaperclipRuntimeSkills()`,
`buildPersistentSkillSnapshot()`, and `PaperclipSkillEntry`; collapsed
`buildManagedSkillOrigin()` to always return `company_managed`;
simplified `resolvePaperclipDesiredSkillNames()` to return only the
configured desired set (signature preserved so adapter call sites are
untouched).
- Walked all eight local adapters (`acpx-local`, `claude-local`,
`codex-local`, `cursor-local`, `gemini-local`, `grok-local`,
`opencode-local`, `pi-local`) and removed every remaining
`requiredReason` / `paperclip_required` reference.
- `server/src/services/company-skills.ts`: dropped the `required =
sourceKind === "paperclip_bundled"` synthesis when listing runtime skill
entries.
- `server/src/routes/agents.ts`: removed required-skill merging from the
desired-skills calculation in the persist-config path and the
unsupported-snapshot path (keeping the current version-aware
`desiredSkillEntries` structure).
- `ui/src/pages/AgentDetail.tsx`: dropped required-based filters, the
required tooltip, and the entire "Required by Paperclip" section from
the agent skills tab; storybook fixtures in
`ui/storybook/stories/acpx-local.stories.tsx` cleaned up to match.
- Tests: deleted the `required: false` case in
`paperclip-skill-utils.test.ts` and the "keeps required bundled skills
installed" case in every `*-local-skill-sync.test.ts`;
`acpx-local-execute.test.ts`, `cursor-local-execute.test.ts`,
`cursor-local-skill-sync.test.ts`, `agent-skills-routes.test.ts`, and
`packages/adapter-utils/src/server-utils.test.ts` were updated to drop
removed fields and map `origin: "paperclip_required"` →
`"company_managed"`.
- `server/src/adapters/registry.ts`: two `as unknown as
ServerAdapterModule["..."]` casts on `hermesListSkills` /
`hermesSyncSkills` (matching the existing `executeHermesLocal` pattern).
`hermes-paperclip-adapter@0.2.0` still depends on the published
`@paperclipai/adapter-utils` which keeps the retired
`paperclip_required` variant; the cast bridges the
workspace-vs-published type mismatch at the registry seam and can drop
once hermes upgrades.

## Verification

Run from the workspace root:

```sh
grep -rn "skills/paperclip-dev" .
grep -rn "paperclip_required" --include="*.ts" --include="*.tsx" .
grep -rn "requiredReason" --include="*.ts" --include="*.tsx" .

pnpm -w typecheck
pnpm --filter @paperclipai/server exec vitest run paperclip-skill-utils
pnpm --filter @paperclipai/server exec vitest run skill-sync
```

The first three greps return only the explanatory comment in
`server/src/adapters/registry.ts` (no live `paperclip_required` /
`requiredReason` usage) and zero `skills/paperclip-dev` source hits.

Locally:

- `pnpm -w typecheck` → all packages this PR touches pass
(adapter-utils, shared, server, ui, cli, and the
cursor/gemini/opencode/pi adapters).
- Affected vitest suites pass: `paperclip-skill-utils`, `server-utils`,
all eight `*-local-skill-sync`, `agent-skills-routes`, and the
`acpx`/`cursor`/`pi` execute suites.

## Risks

- Behavioral shift in the agent skills UI: the "Required by Paperclip"
section disappears. No bundled skill is required anymore, so this only
affects environments that previously surfaced `paperclip-dev` as a
forced-on row; those installs will see the skill move into the regular
"company-managed" list (and be uninstalled on next sync unless
explicitly listed as desired).
- Existing agents may still have the string `"paperclip-dev"` in their
persisted `desiredSkills`. That entry is inert (no source for it to
install from); a one-time DB cleanup is out of scope. Low risk.
- Hermes adapter type bridge: two casts in `registry.ts` paper over a
type-only divergence between the workspace `@paperclipai/adapter-utils`
and the published version still pinned by
`hermes-paperclip-adapter@0.2.0`. Runtime behavior is unaffected because
the retired `paperclip_required` value is no longer produced by anything
in this tree. The casts can be removed once hermes upgrades its
dependency.

## Model Used

- Provider: Anthropic
- Model: Claude Opus 4.7 (`claude-opus-4-7`)
- Capability: agent tool use via Paperclip's `claude_local` adapter

## 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-20 21:58:44 -07:00
Devin Foley 5ebbe67ebd fix(workspace-runtime): base fresh worktrees on origin/master and refresh unstarted reuses (#8412)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent work runs inside git worktrees created by the workspace
runtime, each branched from a configured base ref (typically the repo's
default branch)
> - When the local `master` is stale or ahead of `origin/master`
(committed but unpushed work, or local-only commits), a freshly created
worktree inherits that divergence — so an unrelated task branch silently
carries commits it never intended to touch
> - This surfaced as a docs-only task whose PR accidentally pulled in
unrelated changes from a diverged local master
> - The base for a fresh worktree should be resolved authoritatively to
the remote-tracking ref (`origin/<branch>`), and an idle/unstarted
reused worktree should be safely fast-forwarded — without ever
destroying in-progress work
> - This pull request makes both behaviors explicit in the workspace
runtime
> - The benefit is that task branches start from a clean, authoritative
base, eliminating accidental inclusion of unrelated local changes

## Linked Issues or Issue Description

This is a bug fix. No public GitHub issue exists, so describing it
inline following the Bug Report template:

**What happened**

A task intended to change only docs produced a PR that also contained
unrelated changes pulled in from `master`.

The root cause: when a new worktree is created from a configured local
branch (e.g. `master`), the worktree inherits whatever that local branch
points at. If the local `master` has committed divergence from
`origin/master` (unpushed or local-only commits), that divergence leaks
into the new task branch. The leak comes from committed
local-vs-`origin/master` ref drift, not uncommitted working-tree changes
(each worktree has its own working tree).

**Expected behavior**

A fresh worktree should be based on the authoritative `origin/master`
head so unrelated local commits never seed a task branch.

**Steps to reproduce**

1. Have a local `master` that is ahead of `origin/master` (committed but
unpushed work).
2. Create a new worktree/task branched from `master` via the workspace
runtime.
3. Open a PR from that branch — it carries the unrelated local commits.

**Deployment mode**

Self-hosted / local workspace runtime.

## What Changed

- Fresh worktrees now resolve their base ref authoritatively: a
configured local branch (e.g. `"master"`) is mapped to its
`origin/<branch>` remote-tracking counterpart so unpushed/ahead local
commits can never seed a task branch. Remote-tracking refs, SHAs, and
tags are used verbatim; an unset/`HEAD` base falls back to the detected
default branch. The resolved ref is recorded (`repoRef`) so downstream
drift checks stay accurate.
- If a configured local branch has no matching `origin/<branch>`, the
runtime warns and falls back to the local ref rather than failing.
- On reuse, a *provably unstarted* worktree (no commits past base +
clean tree including untracked files) is fast-forwarded to the latest
`origin/master`. Started or dirty worktrees keep the prior warn-only
behavior, so in-progress work is never reset. Only remote-tracking bases
are eligible for the refresh.

## Verification

- `cd server && npx vitest run src/__tests__/workspace-runtime.test.ts`
- 5 new tests cover: local-branch→`origin/<branch>` mapping, no-remote
fallback warning, unstarted-reuse fast-forward, and that started/dirty
worktrees are left untouched.
- Result: 65 passed. 1 pre-existing failure (`auto-detects the default
branch via symbolic-ref when origin/HEAD is set`) is unrelated to this
change and fails only due to the test host's git default-branch config
(test setup runs `git push -u origin main master` but the local default
branch is `main`); it also fails on `master`.

## Risks

- Low risk. The refresh path is intentionally conservative: it only
fast-forwards worktrees that are provably unstarted (zero commits past
base and a fully clean tree, including untracked files) and only when
the base is a remote-tracking ref. Started or dirty worktrees fall
through to the existing warn-only drift behavior, so no in-progress work
can be destroyed.
- Behavioral shift: fresh worktrees configured against a local branch
will now base on `origin/<branch>` instead of the local ref. This is the
intended fix; the only case it changes is when local and remote have
diverged.

## Model Used

Claude — `claude-opus-4-8` (extended thinking, tool use / code execution
via Claude Code).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (N/A — no UI changes)
- [x] I have updated relevant documentation to reflect my changes (N/A —
no doc changes needed)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending CI run)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending review)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-20 18:51:28 -07:00
Devin FoleyandPaperclip 67ca8287e8 fix(codex-local): seed managed auth into isolated homes (#8403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter isolates local Codex runs by assigning
managed `CODEX_HOME` state per company and per agent
> - PR #8272 tightened that isolation, but it left a gap: once
`CODEX_HOME` became explicit, the adapter treated it like a user-managed
override and skipped auth seeding
> - That meant newly isolated agents could launch with no usable
`auth.json`, hit OpenAI unauthenticated, and fail with `401 Missing
bearer`
> - Users who had already persisted one of those broken managed homes
could remain stranded even after config changes unless Paperclip
repaired the home itself
> - This pull request teaches Paperclip to seed managed homes correctly,
backfill already-stranded managed homes on startup, and reject
credential-less managed homes before they reach the provider
> - The benefit is that affected managed `codex_local` agents recover
automatically after upgrade and restart, without manual `CODEX_HOME`
surgery

## Linked Issues or Issue Description

- Fixes #497
- Refs #5028
- Related PR: #8272
- Related PR: #8399

## What Changed

- Distinguished Paperclip-managed `CODEX_HOME` paths from genuine
external overrides and always seeded auth into managed homes, even when
`CODEX_HOME` is explicit in config.
- Wrote API-key-backed `auth.json` files for managed homes when
`OPENAI_API_KEY` is configured, otherwise symlinked the shared Codex
auth for subscription/OAuth flows.
- Added a startup reconciliation pass that backfills already-isolated
managed homes created by the broken release so upgrade plus restart
repairs stranded agents automatically.
- Preserved previously resolved API-key auth when the stored
`OPENAI_API_KEY` binding is secret-backed and startup cannot resolve the
secret value directly.
- Hardened the managed-home preflight to require a credential-bearing
`auth.json`, not just file presence, and documented the recovery
behavior.
- Added regression tests covering managed-home seeding, fail-fast
behavior, and server-side startup reconciliation.

## Verification

```bash
pnpm exec vitest run packages/adapters/codex-local/src/server/codex-home.test.ts packages/adapters/codex-local/src/server/execute.auth.test.ts server/src/__tests__/codex-auth-reconciliation.test.ts server/src/__tests__/codex-local-execute.test.ts server/src/__tests__/server-startup-feedback-export.test.ts
pnpm --filter @paperclipai/adapter-codex-local typecheck
pnpm --filter @paperclipai/server typecheck
pnpm check:tokens
pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts
```

GitHub Actions `PR` workflow is green on latest head `e5b1e08d4`,
including policy, typecheck, test shards, build, e2e, serialized server
suites, and canary dry run. Greptile Review is green on latest head with
0 comments added. No UI changes.

## Risks

- Startup reconciliation now mutates persisted managed Codex homes at
boot. Risk is low because it only touches Paperclip-managed
company/agent home paths and no-ops when a home already has usable auth.
- Genuine external `CODEX_HOME` overrides remain intentionally
self-managed, so those users still own repair steps inside their custom
home.
- Hosts with neither shared Codex auth nor an explicit per-agent API key
now fail earlier with a clearer adapter error instead of surfacing a
downstream `401`, which changes timing but not capability.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in a local Codex session; exact
served model ID/context window were not exposed to the session. Tool use
and 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] 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: Paperclip <noreply@paperclip.ing>
2026-06-20 16:17:54 -07:00
Devin FoleyandPaperclip 07e98d2b2c feat(adapter-utils): add observable sandbox sync progress (#8395)
## Thinking Path

> - Paperclip is the control plane for running AI-agent companies, so
long-running remote work needs to stay observable to human operators.
> - Cloud / sandbox agents are an active roadmap area, and their
workspace sync path is part of the runtime substrate every remote coding
run depends on.
> - In the sandbox and SSH execution-target flows, Paperclip logged that
sync had started, then often went silent for the full transfer window.
> - That made large remote syncs feel stalled and also hid a real
performance problem in the command-managed sandbox upload path.
> - The first part of this pull request threads a throttled
progress-reporting surface through the adapter execution-target stack so
sync and restore work can emit meaningful updates.
> - The second part fixes the command-managed sandbox transport itself:
it removes the old serial 32KB append bottleneck, but also falls back
away from the single-stream path when a provider-backed sandbox runner
cannot surface mid-flight stdin progress.
> - The result is that sandbox and SSH transfers are both faster and
more observable, including the live Daytona-style sandbox case that
previously only emitted `0%` and `100%`.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug, so it is described inline
below following the bug report template.

### What happened

- Remote sandbox and SSH workspace syncs could spend a long time
transferring data while only logging a start line (`Syncing workspace
and runtime assets to sandbox environment`) and, at best, a terminal
line.
- In the command-managed sandbox path, the original upload
implementation also paid a large performance cost by appending base64
data in many small sequential remote writes (thousands of serial 32KB
round-trips on a large workspace).
- After the initial transport rewrite, live provider-backed sandbox runs
still only emitted `0%` and `100%` because the single-stream stdin RPC
buffered progress until completion.

### Expected behavior

- Long-running sandbox and SSH syncs should periodically report how much
of the transfer is complete (a percentage and/or MB transferred) so an
operator can tell the run is healthy and making progress rather than
stuck.
- The main sandbox upload path should not be artificially slow.
- A transfer that fails partway should leave an explicit failure marker
in the log rather than a dangling intermediate percentage.

### Steps to reproduce

1. Run an agent against a sandbox (command-managed) or SSH
(remote-managed) execution target with a non-trivial workspace.
2. Watch the run log during the workspace/runtime asset sync phase.
3. Observe that the log shows the sync start line and then stays silent
for the full transfer (live provider-backed sandbox runs only show `0%`
then `100%`).

### Paperclip version or commit

- Branch `PAPA-825-provide-status-updates-when-syncing-sandboxes` off
`master`.

### Deployment mode

- Self-hosted / local instance using sandbox (command-managed) and SSH
(remote-managed) execution targets, including provider-backed sandbox
runners.

## What Changed

- Added shared throttled runtime progress reporting and threaded
`onProgress` through the adapter execution-target surface and adapter
`execute.ts` entrypoints.
- Added sync and restore progress reporting for the command-managed
sandbox path and the SSH/remote-managed path, including git
import/export progress where totals are known.
- Reworked command-managed sandbox transfer behavior so uploads use the
faster single-stream path when appropriate, but fall back to chunked
progress-emitting writes when the runner cannot expose mid-stream stdin
progress.
- Marked provider-backed environment sandbox runners as not supporting
single-stream stdin progress so live sandbox runs emit meaningful
intermediate updates instead of only `0%` and `100%`.
- Emit an explicit terminal failure marker (`failed at NN% (x/y MB)`)
when an SSH/tar transfer rejects, so a failed sync no longer leaves a
dangling intermediate percentage in the log.
- Run the SSH sync/restore size estimate (local directory walk / remote
`du` probe) concurrently with the transfer instead of awaiting it before
opening the pipe, so progress instrumentation no longer adds startup
latency proportional to workspace file count.
- Added and extended focused regression coverage for runtime progress
throttling and the new failure marker, command-managed sandbox
transfers, sandbox orchestration, SSH transfer progress, and environment
execution-target wiring.

## Verification

- `pnpm exec vitest run
packages/adapter-utils/src/runtime-progress.test.ts
packages/adapter-utils/src/ssh-fixture.test.ts
packages/adapter-utils/src/command-managed-runtime.test.ts
packages/adapter-utils/src/sandbox-managed-runtime.test.ts`
- `pnpm exec vitest run
packages/adapter-utils/src/command-managed-runtime.test.ts
server/src/__tests__/environment-execution-target.test.ts`
- `npx tsc --noEmit` for `packages/adapter-utils`

## Risks

- The provider-backed sandbox fallback now prefers chunked
command-managed writes when progress hooks are active, so
small-to-medium uploads may trade some raw throughput for observable
intermediate progress on runtimes that cannot surface true mid-stream
stdin progress.
- Progress percentages on tar-based transfers still depend on estimates
in some cases, so operators may briefly see MB-only lines before the
estimate resolves, then near-final clamping before the terminal `100%`
line.
- This PR changes shared execution-target behavior used by multiple
adapters, so regressions would most likely appear in remote runtime
setup/teardown flows rather than in a single adapter.

## Model Used

- Initial implementation: OpenAI GPT-5.4 via Codex local agent
(`codex_local`), high reasoning mode.
- Observability follow-ups (failure marker, concurrent size estimate,
added tests): Claude Opus 4.8 via Claude Code (`claude_local`).

## 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] 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
- [ ] 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>
2026-06-20 13:03:42 -07:00
Devin Foley 547463d3a2 refactor(environments): make execution environments instance-scoped (#8375)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies, so execution
environment selection has to stay inspectable and predictable across
companies, agents, and runs.
> - The environment subsystem decides where an agent heartbeat actually
runs and how remote sandbox state is realized and restored.
> - That subsystem previously mixed company-scoped environment catalogs
with issue-level environment stamping, so a reassigned issue could keep
executing in the previous assignee's sandbox.
> - That behavior breaks the control-plane contract: changing the
assignee should change the executing agent/environment path unless there
is an explicit current override.
> - Fixing it cleanly required more than a narrow patch; the environment
model had to move to instance scope with a single inherited default and
per-agent override semantics.
> - This pull request rewires the schema, server/API surface, runtime
resolution, and UI around that model, then adds regression coverage for
cross-company inheritance and per-agent isolation.
> - The benefit is that environment choice now follows the approved
instance/agent configuration path instead of stale issue state, while
shared environments only need to be configured once per instance.

## Linked Issues or Issue Description

- No directly matching public GitHub issue or PR was found while
searching for this refactor.

### What happened?

Reassigning work between agents with different execution environments
could keep running in the previous sandbox because environment choice
was stamped onto the issue and outranked the current assignee. The same
subsystem also forced environment catalogs to be duplicated per company
even though the underlying execution environments were instance-wide
resources.

### Expected behavior

Execution should resolve through the current instance and agent
configuration path, with one instance-scoped environment catalog, one
instance default, optional per-agent override, and no stale issue-level
environment authority surviving reassignment.

### Steps to reproduce

1. Configure two agents to use different execution environments.
2. Assign an issue to the first agent so the issue records execution
state in that environment.
3. Reassign the same issue to the second agent and run another
heartbeat.
4. Observe that the pre-fix runtime can still sync or execute in the
original sandbox instead of the second agent's environment.

### Paperclip version or commit

Current `master` before this PR.

### Deployment mode

Self-hosted server.

### Installation method

Built from source (`pnpm dev` / `pnpm build`).

### Agent adapter(s) involved

- Claude Code
- Not adapter-specific (core bug in environment authority / resolution)

### Database mode

External Postgres.

### Access context

Both board reassignment and agent heartbeats were involved.

## What Changed

- Moved environments and their default selection contract to instance
scope in DB/shared types, including the migration that dedupes legacy
per-company environments and seeds the instance local default.
- Reworked environment CRUD/auth flows to use instance-scoped APIs and
added route/service coverage for instance-level environment management.
- Changed runtime resolution to prefer `agent default -> instance
default -> built-in local`, removed issue-level environment stamping
from the active execution path, and isolated sandbox/plugin leases by
`(executionWorkspaceId, agentId)`.
- Added environment env-var runtime precedence so environment-provided
values act as the baseline for agent execution.
- Moved the environment UI into instance settings and updated agent
configuration surfaces to reflect inherit/override behavior.
- Added regression coverage for instance-default inheritance across
companies and for the new runtime resolution behavior.
- Fixed a rebase-only duplicate `enableTaskWatchdogs` flag regression in
instance settings types/validators/services so the branch typechecks
cleanly on current `master`.
- Updated stale server tests so CI matches the shipped instance-scoped
environment contract.

## Verification

- `git diff --check`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
server/src/__tests__/environment-runtime-driver-contract.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
server/src/__tests__/environment-routes.test.ts
server/src/__tests__/environment-instance-routes.test.ts
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-plugin-environment.test.ts
server/src/__tests__/instance-settings-routes.test.ts`

## Risks

- The migration changes environment scope and dedupes existing rows, so
installs with unusual legacy environment combinations should be reviewed
carefully during upgrade.
- Remote execution behavior now depends on instance-default inheritance
semantics instead of issue-level stamping, so any remaining code paths
that still assume issue-scoped environment authority would surface as
follow-up bugs.
- This PR includes both server/runtime behavior and UI relocation, so
reviewers should watch for authorization edge cases around instance
settings and environment management.

> I checked [`ROADMAP.md`](ROADMAP.md). This work fits the existing
Cloud / Sandbox agents direction as a bug-fix/refactor to current
behavior, not a new parallel product surface.

## Model Used

- OpenAI Codex coding agent in this Paperclip/Codex session; GPT-5-class
tool-using model with code execution and shell access. The exact backend
model ID is not exposed to the session 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
- [ ] 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
- [ ] 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
2026-06-20 09:42:53 -07:00
levineam 631b7806ed Add heartbeat preflight budget caps (#8347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Heartbeats are the control-plane path that turns scheduled,
comment-driven, or on-demand wakeups into adapter executions.
> - Budgeting and recurring work need enforcement before an adapter
starts, not only after model usage is recorded.
> - Empty timer wakes also need an opt-in fast-exit path so operators
can keep routine schedules without paying for no-op model turns.
> - This pull request adds heartbeat preflight gates for daily run and
daily cost caps, plus an explicit timer no-work skip policy.
> - The benefit is safer autonomous operation: capped agents stop before
new execution, queued work is cancelled cleanly at claim time, and
proactive agents still run by default unless the operator opts into
no-work skipping.

## Linked Issues or Issue Description

No public issue exists for this change. Inline bug report:

### What happened?

Heartbeat execution can start without enforcing per-agent daily
invocation and spend limits at the heartbeat boundary. A run that was
queued before a cap was reached can also be claimed later and invoke the
adapter unless the cap is checked again immediately before execution.
Operators also do not have an explicit opt-in fast-exit policy for
generic timer wakes with no actionable assigned work.

### Expected behavior

Configured daily run and daily cost caps should stop new heartbeat runs
before adapter execution. Already queued runs should be rechecked at
claim time and cancelled cleanly when a cap is now reached. Queued issue
runs cancelled by daily caps should release their issue execution locks
and promote deferred wakeups without entering immediate recovery loops.
Generic timer no-work skipping should be opt-in so proactive agents
continue to run by default.

### Steps to reproduce

1. Configure an agent heartbeat policy with a one-run daily cap or a
daily cost cap.
2. Create or queue heartbeat wakeups for that agent after the cap has
already been consumed.
3. Observe that without preflight and claim-time checks, the heartbeat
path can still enqueue or claim work that should be blocked before
adapter execution.

### Paperclip version or commit

Reproduced against `master` before this branch.

### Deployment mode

Local dev (`pnpm dev`) / built from source.

### Installation method

Built from source (`pnpm dev` / `pnpm build`).

### Agent adapter(s) involved

Not adapter-specific (core heartbeat scheduling and claim logic).

### Database mode

External Postgres in tests via embedded test harness.

### Access context

Not applicable.

### Node.js version

Node 20 in CI-compatible local development.

### Operating system

macOS local development, Linux CI-compatible tests.

### Relevant logs or output

The regression suite added in this PR covers the failing paths:

```shell
pnpm exec vitest run server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts
```

### Relevant config (if applicable)

```json
{
  "heartbeat": {
    "maxDailyRuns": 1,
    "maxDailyCostCents": 1,
    "skipTimerWhenNoActionableWork": true
  }
}
```

### Additional context

This affects recurring/autonomous operation because the safest place to
stop excess work is before adapter execution starts.

### Privacy checklist

Reviewed for sensitive data; no private logs, credentials, or local
instance URLs are included.

## What Changed

- Added heartbeat policy parsing for per-agent daily run caps, daily
cost caps, and opt-in no-actionable-work timer skipping.
- Added pre-queue daily cap checks while preserving same-issue wake
coalescing.
- Added claim-time cap checks so already queued runs are cancelled
before adapter execution when a cap is reached.
- Added skipped wakeup metadata for cap and timer fast-exit decisions.
- Released issue execution locks for queued issue runs cancelled by
daily caps, with deferred wake promotion and without immediate recovery
loops while caps are active.
- Added regression coverage for timer skipping, proactive default
behavior, run caps, cost caps, queued-run cancellation, started
cancelled runs, and deferred issue wake promotion.

## Verification

- `git diff --check`
- `node -c server/src/services/heartbeat.ts`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Local autoreview: `skills/autoreview/scripts/autoreview --mode branch
--base origin/master --engine codex --model gpt-5.5 --thinking high`
  - Result: clean, no accepted/actionable findings

## Risks

- Medium operational risk because this changes heartbeat scheduling and
claim-time behavior.
- The no-actionable-work timer fast-exit is explicitly opt-in to avoid
suppressing proactive agents unexpectedly.
- Daily run caps count runs by `startedAt` so old queued rows do not
consume today’s cap, while started runs still count even if they later
end as cancelled.
- Queued issue-run cap cancellation uses the existing release/promotion
path with immediate recovery suppressed to avoid retry loops while caps
are active.

## Model Used

Codex with GPT-5.5 high reasoning assisted with implementation, local
testing, and autoreview. The final review gate used local autoreview
with `gpt-5.5` high reasoning.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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] 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
- [ ] 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
2026-06-19 21:39:50 -07:00
Devin Foley 277a9a43d6 fix(recovery): convert review-parked continuations into dependency waits (#8371)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The productivity-recovery subsystem watches for "stranded" assigned
issues — claims whose live run disappeared — and repairs, resumes, or
visibly blocks them
> - When an executor decomposes an umbrella issue into sub-tasks, it
parks its own continuation as "waiting on review/approval" (error code
`issue_continuation_waiting_on_review`) — a deliberate pause, not a lost
run
> - Recovery's staleness gate mistook that deliberate park for a
disappeared run: it retried once, then escalated the issue to `blocked`
with a recovery action and an operator-facing failure notice — even
though nothing had failed and there was nothing for a human to do
> - The user is left staring at an inscrutable, over-technical
"stranded" error on a task they did nothing wrong with, with no idea
what action to take
> - This pull request teaches recovery to recognize a review-parked
continuation and, when the issue has a real waiting target (open
sub-tasks or unresolved blockers), convert it into a first-class
dependency wait: `blocked`-by-children, original assignee kept, plus a
plain-language comment saying it will resume automatically
> - The benefit is that post-decomposition umbrellas sit on a real
waiting path and self-resume through the normal blockers-resolved flow,
while genuine strands (no waiting target) still escalate exactly as
before

## Linked Issues or Issue Description

Refs #6503

## What Changed

- `server/src/services/recovery/service.ts`: add
`resolveContinuationWaitingOnReview`. When a continuation was cancelled
with `issue_continuation_waiting_on_review` and the issue has a real
waiting target — open (non-terminal) sub-tasks or existing unresolved
blockers — recovery sets the issue `blocked` by those issues, keeps the
original assignee, posts a plain-language `system` comment, and logs the
activity. Wired into `reconcileStrandedAssignedIssues` ahead of the
escalation path, with a new `waitingOnReviewResolved` counter on the
result.
- With no waiting target, the code falls through to the existing
escalation, preserving genuine stranded-run detection.
- `server/src/__tests__/heartbeat-process-recovery.test.ts`: two new
tests — (1) a review-parked continuation converts into a dependency wait
on its open sub-tasks (done children excluded, no recovery issue opened,
plain-language comment, raw error code never leaks), and (2) it still
escalates when no open dependency remains.
- `doc/execution-semantics.md`: document the "Deliberate wait is not a
lost run" recovery rule and the requirement that a post-decomposition
umbrella hold a first-class waiting path rather than relying on
`parentId` rollup.

## Verification

- `cd server && npx tsc --noEmit` — passes against current `master`.
- New tests in `server/src/__tests__/heartbeat-process-recovery.test.ts`
(describe: "heartbeat orphaned process recovery"):
- "converts a continuation parked for review into a dependency wait on
its open sub-tasks"
- "still escalates a continuation parked for review when no open
dependency remains"
- Run with the repo's vitest setup, e.g. `pnpm vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts` (requires the
embedded-postgres test harness).

## Risks

Low. The change adds a single guarded pre-check ahead of the existing
escalation path; behavior is unchanged when the cancellation error code
is not `issue_continuation_waiting_on_review` or when the issue has no
open sub-task / unresolved blocker to wait on. No schema or migration
changes.

## Model Used

Claude (Anthropic), Opus-class model, via the Claude Code agent harness
— extended thinking and tool use enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change 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
- [ ] If this change affects the UI, I have included before/after
screenshots (N/A — server-only)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending CI)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-19 20:52:18 -07:00
Nicky LeachandPaperclip 364f0f5a8d fix(server): enforce issue read for issue thread lists (#8331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents coordinate through issue threads, so issue comments and
interactions are part of the task authorization surface.
> - Low-trust and boundary-limited agents can receive narrow
mention-scoped access, but that must not turn into broad same-company
issue-thread reads.
> - The comment creation path was narrowed to allow explicit mention
replies without granting mutation access.
> - The surrounding list/read routes still needed to enforce the same
`issue:read` boundary before returning thread data.
> - This pull request applies the issue read check to issue comment and
interaction listing routes, and locks that behavior with server
regressions.
> - The benefit is that narrow cross-agent collaboration remains
possible without exposing unrelated issue-thread history.

## Linked Issues or Issue Description

Bug fix:
- What happened: same-company agents outside an issue read boundary
could still hit issue-thread listing routes and receive thread data.
- Expected behavior: issue comments and issue-thread interactions should
only be listed after the actor is allowed to read the issue.
- Steps to reproduce: configure a peer agent denied by the issue read
boundary, then request `GET /api/issues/:id/comments` or the issue
interaction listing route.
- Paperclip version/commit: current `master` before this branch.
- Deployment mode: applies to server authorization in all modes.

Related public context: #7389, #7863, #8024.

## What Changed

- Added issue read enforcement before listing issue comments.
- Added issue read enforcement before listing issue-thread interactions.
- Added server regressions for denied peer-agent issue-thread access
while preserving mention-scoped collaboration behavior.
- Removed an avoidable per-mentioned-comment issue reload in
mention-grant authorization by passing the already-loaded issue assignee
through the helper.
- Documented cross-agent issue read/comment authorization behavior in
the Paperclip API reference.
- Added a resilient fallback for pinned external skills when GitHub tree
fetches are temporarily unavailable during catalog builds.

## Verification

- `pnpm vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/authorization-service.test.ts`
  - 2 test files passed
  - 84 tests passed
- Existing mocked recovery revalidation warnings were emitted by the
route suite and the command exited 0
- Greptile: 5/5 on commit `b73fc323f192dc44f88374c16865008d4348923b`; no
unresolved review threads.
- `pnpm vitest run packages/skills-catalog/src/catalog-builder.test.ts`
  - 1 test file passed
  - 6 tests passed
- CI: all visible PR checks are terminal green on commit
`b73fc323f192dc44f88374c16865008d4348923b`.

## Risks

Low risk. This tightens read authorization on issue-thread listing
routes; any caller that depended on same-company access without
`issue:read` will now receive 403 and must use an explicit grant or
valid issue read path.

## Model Used

OpenAI GPT-5 Codex, Codex coding agent environment, tool use and local
command execution enabled, reasoning mode active. Context window 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] 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: Paperclip <noreply@paperclip.ing>
2026-06-19 15:16:17 -07:00
a71c4b6782 [codex] feat(watchdog): add task watchdog control plane (#8339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task lifecycle and recovery subsystems decide when agent work is
still productive, stalled, or ready for review.
> - Existing recovery paths can observe stopped or incomplete work, but
there was no first-class per-task watchdog model with scoped review
permissions.
> - Watchdog follow-ups also need strict boundaries so
recovery/status-only runs cannot mutate approvals or perform deliverable
work.
> - This pull request adds the task watchdog data model, API/service
layer, scheduler/review flow, adapter wake context, UI configuration
surfaces, and docs.
> - The branch has been rebased onto current `paperclipai/paperclip`
`master`; the watchdog migration is now ordered after master's latest
migrations as `0104_issue_watchdogs`.
> - The benefit is a more explicit task-review loop that preserves
Paperclip's single-assignee and governance invariants while making
stalled work easier to route.

## Linked Issues or Issue Description

No linked GitHub issue. Paperclip task:
[PAP-11275](/PAP/issues/PAP-11275).

## Problem or motivation

Task recovery needs a first-class watchdog path that can inspect stopped
work and create scoped follow-ups without bypassing normal task
ownership. Board/UI users need a way to configure watchdogs on tasks and
see watchdog-related live work. Recovery/status-only runs must remain
limited to status reporting and must not create approvals, link
approvals, or submit approval comments.

## Proposed solution

Add a task-watchdog data model, scheduler/classifier, scoped mutation
guard, adapter wake context, API/UI configuration surfaces, and
documentation so watchdog agents can review stopped task subtrees under
explicit boundaries.

## Alternatives considered

Reuse the existing recovery-action flow only. That would keep
stopped-work detection implicit, make per-task watchdog assignment
harder to expose in the UI, and would not provide a durable
scoped-review issue for stalled task trees.

## Roadmap alignment

This is Paperclip control-plane lifecycle infrastructure for task
execution and recovery. I checked `ROADMAP.md`; this PR does not
duplicate an existing planned core item.

## What Changed

- Added issue watchdog schema, migration, shared contracts, validators,
CRUD API, and service support.
- Added task watchdog scheduler/classifier behavior, scoped mutation
enforcement, adapter wake context, and default watchdog mandate
guidance.
- Added UI surfaces for configuring watchdogs on new/existing tasks,
viewing watchdog activity, and exposing the experimental setting.
- Added docs for the user-facing task watchdog workflow and
implementation semantics.
- Gated new-task watchdog setup behind `enableTaskWatchdogs` and blocked
cheap status-only recovery runs from approval mutations.
- Rebased onto current `master` and renumbered the idempotent watchdog
migration from the branch-local `0102_issue_watchdogs` slot to
`0104_issue_watchdogs`.
- Addressed Greptile feedback by loading watchdog classifier input with
a recursive subtree query and centralizing the watchdog origin-kind
constant.
- Added and updated focused server/UI tests for watchdog routes,
scheduler/classifier behavior, scope boundaries, live task visibility,
settings, and new issue dialog behavior.

## Verification

- `pnpm vitest run server/src/__tests__/task-watchdogs-scheduler.test.ts
server/src/__tests__/task-watchdogs-classifier.test.ts`
- `pnpm vitest run
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts`
- `pnpm vitest run ui/src/components/NewIssueDialog.test.tsx`
- `pnpm --filter @paperclipai/server typecheck`
- `git diff --check`
- Verified the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows`.

## Risks

- Medium risk: this introduces a new task lifecycle surface touching DB
schema, server routes/services, adapter wake context, and UI task
configuration.
- Watchdog scheduling behavior depends on the new experimental setting
and runtime context checks behaving consistently across local and
production agents.
- The watchdog migration is idempotent (`IF NOT EXISTS` /
duplicate-object guards) so users who tried the previous branch-local
migration number should not get duplicate-object failures.
- CI and the second Greptile pass are pending after the latest
review-fix push.

> 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 in the Paperclip workspace. Exact
runtime model id and context window were not exposed to the agent; tool
use and local command 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 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 Paperclip task instruction: do not add
screenshots/images to this PR unless they are specifically part of the
work.
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-19 15:38:52 -05:00
Devin Foley 6a3f5b685d fix(agents): clear inbox hire approval when approving/terminating from detail page (#8340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hiring a new agent creates a `hire_agent` approval record; until it
is resolved, the agent sits in `pending_approval` and the open approval
surfaces an "Approve/Reject" card in the inbox
> - There are two places to act on that hire: the inbox approval card
and the agent detail page's Approve/Terminate buttons
> - The agent detail page only flipped the agent to `idle` via
`activatePendingApproval`, never resolving the linked approval record
> - So after approving (or terminating) from the detail page, the
approval stayed `pending` and the inbox kept showing a stale
"Approve/Reject" card for an agent that was already decided
> - This pull request routes the detail-page approve through the shared
`approvalsSvc.approve()` (which resolves the approval and runs
activation, budget policy, and the hire-approved notification), and
rejects the linked approval when a still-pending agent is terminated
> - The benefit is a single source of truth: deciding a hire in one
place clears it everywhere, so the inbox no longer asks you to approve
an agent you already approved

## Linked Issues or Issue Description

No public GitHub issue exists for this; describing in-PR (bug report).

**What happened:** Create a new agent, then approve it from the agent
detail page. The agent activates, but the inbox still shows a "Hire
Agent" item with Approve/Reject buttons for it.

**Expected:** Once a hire is approved or rejected anywhere in the UI, it
should be resolved everywhere — the inbox should not re-ask you to
approve an agent that is already decided.

**Root cause:** `POST /agents/:id/approve` called
`activatePendingApproval`, which only changes the agent's status. The
linked `hire_agent` approval row stayed `pending`. The inbox lists
approvals filtered to unresolved statuses, so the card persisted.
Terminating a pending agent from the detail page had the mirror problem
for the "reject" half.

Related (not duplicates): #215 (join-request inbox badge), #1815
(approval detail button loading text).

## What Changed

- Added `approvalService.findOpenHireApprovalForAgent(companyId,
agentId)` to locate the open `hire_agent` approval for an agent. The
company/type/open-status **and** `payload->>'agentId'` predicates all
run in SQL (jsonb operator), so the DB returns only the relevant row
instead of filtering in JS (`server/src/services/approvals.ts`).
- `POST /agents/:id/approve` resolves the linked approval through the
shared `approvalsSvc.approve()` — running activation, budget-policy
upsert, and the hire-approved notification as one path — and falls back
to direct `activatePendingApproval` only when no open approval exists
(legacy agents created before approvals were tracked)
(`server/src/routes/agents.ts`).
- `POST /agents/:id/terminate` now branches the same way: when a
still-`pending_approval` agent has an open hire approval, it delegates
to `approvalsSvc.reject()` (which resolves the approval **and**
terminates the agent internally) and re-reads the agent, otherwise it
terminates directly. This avoids terminating the agent twice (`reject()`
already calls `agentsSvc.terminate()`) (`server/src/routes/agents.ts`).
- The `agent.approved` activity log records the resolved `approvalId`
(or `null` on the fallback path) for traceability.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — clean.
- Targeted server tests pass (57 tests):
`npx vitest run src/__tests__/approvals-service.test.ts
src/__tests__/agent-permissions-routes.test.ts`
- `findOpenHireApprovalForAgent` returns the row the SQL filter yields /
returns null when none matches.
- Approving from the detail page resolves the linked approval via
`approvalsSvc.approve()` and does not double-activate; legacy fallback
still calls `activatePendingApproval`.
- Terminating a still-pending agent with an open approval calls
`approvalsSvc.reject()` and does **not** call `agentsSvc.terminate()` a
second time; terminating with no open approval terminates directly.
- Manual: create an agent → inbox shows the hire card → approve from the
agent detail page → inbox card is gone and the agent is active. Same for
terminate-while-pending clearing the card.

## Risks

Low risk, server-only, no schema or migration changes. The fallback to
`activatePendingApproval` preserves existing behavior for agents with no
tracked approval record, so legacy agents still activate. The shared
approval path is the same one the inbox card already uses, so
approve/terminate-from-detail-page now match approve/reject-from-inbox
exactly.

## Model Used

Claude Opus 4.8 (claude-opus-4-8), extended thinking with tool use, via
Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] 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 (server-only change, no UI diff)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(in progress)
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-06-19 12:15:57 -07:00
DottaandPaperclip 7069053a1f [codex] Add ask issue work mode (#8334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue work mode controls how a task starts and how the conversation
composer frames the operator's intent.
> - Paperclip already supports standard agent execution and planning
mode, but there is no lightweight mode for asking a question without
immediately implying execution or plan drafting.
> - That gap makes low-commitment clarification workflows look like
normal task execution.
> - This pull request adds an explicit Ask mode and threads it through
shared contracts, server heartbeat context, and the issue composer UI.
> - The benefit is that operators can create or switch a task into a
question-oriented mode while preserving existing agent and planning
flows.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Inline feature request
follows the repository feature request template.

### Subsystem affected

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

### Problem or motivation

Issue conversations currently distinguish standard agent work from
planning work, but question-first conversations do not have a clear
public mode in the shared contract or UI. Operators who want to ask an
agent a focused question have to use standard mode, which can imply
normal task execution, or planning mode, which asks for a plan rather
than an answer.

### Proposed solution

Add Ask as a first-class issue work mode. It should be selectable from
issue creation and issue chat, cycle alongside Standard and Planning
from the keyboard shortcut/menu, appear distinctly in composer styling,
and be included in heartbeat context so agents know to answer directly
instead of executing or drafting a plan.

### Alternatives considered

- Keep using standard mode for questions: rejected because it does not
communicate answer-only intent to the agent or the UI.
- Reuse planning mode for questions: rejected because planning mode asks
for a plan and is semantically different from asking a question.
- Add only local UI copy: rejected because the mode needs to be
represented in the shared contract and server heartbeat context to be
reliable.

### Roadmap alignment

This is a focused issue-workflow improvement. `ROADMAP.md` was checked
and no duplicate planned core work was found.

### Additional context

Related public searches performed before opening this PR:

- GitHub PR search for `"ask mode" repo:paperclipai/paperclip`
- GitHub issue search for `"ask mode" repo:paperclipai/paperclip`
- GitHub PR search for `"work mode" "ask" repo:paperclipai/paperclip`

No duplicate PR was found.

## What Changed

- Added `ask` to the shared issue work-mode contract and validation
coverage.
- Included issue work mode in heartbeat context summaries so agents can
see standard, planning, and ask state.
- Added Ask mode metadata, styling, composer tone handling, and
selection/cycling behavior in the issue chat/new issue UI.
- Updated focused tests for shared validators, heartbeat context, and
affected UI work-mode flows.

## Verification

- `NODE_ENV=test pnpm exec vitest run
ui/src/components/ChatComposer.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/lib/work-mode-meta.test.ts`
- `NODE_ENV=test pnpm exec vitest run
packages/shared/src/validators/issue.test.ts
server/src/__tests__/heartbeat-context-summary.test.ts
server/src/__tests__/issues-service.test.ts
ui/src/components/ChatComposer.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/lib/work-mode-meta.test.ts ui/src/pages/IssueDetail.test.tsx`

The broader targeted command passed 8 test files / 245 tests.

Visual reference for Standard/Planning/Ask composer states:
https://gist.github.com/cryppadotta/714d8590bac55500a65e7e16de5bb4b8

It emitted an expected warning from an existing server test fixture
about a missing run-log fixture while verifying derived issue comment
metadata.

## Risks

Low to moderate risk. This adds a new enum value that crosses shared,
server, and UI contracts. Existing standard and planning modes are
preserved, but any downstream code assuming only two non-terminal work
modes may need to handle `ask`.

> 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 in Paperclip CodexCoder mode, with
shell, git, GitHub connector, and local test execution tools. Context
window and exact hosted model snapshot are 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)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`,
`feat/...`) 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] 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: Paperclip <noreply@paperclip.ing>
2026-06-19 13:06:04 -05:00
Devin Foley 5e086cb828 fix(server): resolve published skills catalog package root and fallback (#8327)
## Thinking Path

> - Paperclip is the open source control plane people use to run and
supervise AI-agent companies.
> - The skills system is part of that core operator experience because
agents and humans both depend on the catalog-backed Skills Manager
surfaces.
> - In source checkouts, the server can find the catalog manifest and
bundled skill files through monorepo-relative paths, but published
installs do not preserve that layout.
> - That mismatch makes `GET /api/skills/catalog` fail in npm/pnpm
installs even though the catalog package itself is present.
> - The server therefore needs to resolve the catalog from the published
`@paperclipai/skills-catalog` package first, while still keeping a
monorepo fallback for local development.
> - This pull request makes the published package the primary resolution
path, uses the same resolved package root for bundled skill file reads,
and degrades the list route safely when the manifest is unavailable.
> - The benefit is that Skills Manager catalog reads behave correctly in
packaged installs instead of only in repo-local development layouts.

## Linked Issues or Issue Description

Fixes #8316
Refs #7281
Refs #7313
Refs #7350
Refs #7860
Refs #8223
Refs #8227

## What Changed

- Added `@paperclipai/skills-catalog` as a runtime dependency of
`@paperclipai/server`.
- Exported `./package.json` from `@paperclipai/skills-catalog` so the
server can resolve the published package root directly.
- Updated `server/src/services/skills-catalog.ts` to resolve the
manifest and package root from the published package first, with the
monorepo path retained only as a development fallback.
- Applied that resolved package root to bundled catalog file reads so
manifest lookup and skill-file reads use the same published layout.
- Added `listCatalogSkillsOrEmpty()` so `GET /api/skills/catalog`
returns `[]` and logs a warning when the manifest is unavailable instead
of surfacing a 500.
- Added targeted server tests for published-package resolution and
missing-manifest fallback handling.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/skills-catalog-service.test.ts
src/__tests__/company-skills-routes.test.ts`
- `pnpm --filter @paperclipai/server build`
- Packaging smoke:
- pack `@paperclipai/shared` and `@paperclipai/skills-catalog` from this
checkout
  - mount those packed artifacts under `server/dist/node_modules`
  - import `server/dist/services/skills-catalog.js`
- verify a bundled catalog `SKILL.md` resolves and reads successfully
from the packed package layout

## Risks

- Low risk: the change is narrowly scoped to catalog package resolution
and fallback behavior.
- The new `./package.json` export slightly broadens the catalog
package's public surface, so reviewers should confirm that is an
acceptable runtime contract.
- The empty-array fallback intentionally changes failure mode for a
missing manifest from `500` to a warning + empty payload, which is safer
for packaged installs but could hide packaging regressions if logs are
not monitored.

## Model Used

- OpenAI Codex via Paperclip `codex_local` (GPT-5-based coding agent;
exact backend model ID/context window not exposed in this harness), with
tool use, shell execution, git, and local test/build verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] 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
- [ ] 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
2026-06-19 09:14:41 -07:00
Tattoofamily f672a9e2e5 fix(runtime): keep agent pause durable at execution-start (#8317)
**Issue (described inline; no existing tracking issue):** Pausing an
agent is not durable. Pausing cancels the in-flight run, but a queued or
recovery-dispatched run can clobber the agent back to `running` because
the execution-start status update is unconditional — so a "paused" agent
silently resumes work while `paused_at` is still set.

## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies; agent
work executes as "runs" tracked in `heartbeat_runs`, with a
recovery/automation layer that re-dispatches work when a run disappears.
> - The agent lifecycle has a pause control (status `paused`,
`paused_at` set) meant to stop an agent from taking or continuing work.
> - The problem: pause is not durable. Pausing cancels the in-flight
run, but the execution-start path then sets `agents.status = 'running'`
with an unconditional `UPDATE ... WHERE id = ?`, so any queued or
recovery-dispatched run can clobber the paused agent back to `running`
and execute.
> - Why it matters: a "paused" agent silently resuming undermines the
core operational control operators rely on to halt runaway,
cost-sensitive, or unsafe work.
> - This pull request guards the execution-start status flip with an
atomic conditional UPDATE, and tags pause-cancellations for
observability without changing resume behaviour.
> - The benefit is that a paused agent can no longer transition back to
`running`; queued/recovery-dispatched runs are cancelled cleanly instead
of clobbering status, while un-pausing still resumes in-flight work.

## What Changed

- Execution-start guard: replaced the unconditional `UPDATE agents SET
status='running' WHERE id = ?` with an atomic conditional `UPDATE ...
WHERE id = ? AND status NOT IN
('paused','terminated','pending_approval')`. On a zero-row match the run
is cancelled (`errorCode: "agent_not_invokable"`), the issue execution
lock is released, and the path returns — instead of clobbering status.
- Exported `DIRECT_NON_INVOKABLE_STATUSES` from `agent-invokability.ts`
and reused it in `heartbeat.ts` as the single source of truth for the
guard.
- Pause observability: `cancelActiveForAgentInternal` now accepts an
`errorCode` (default `"cancelled"`); the pause-route wrapper
`cancelActiveForAgent` passes `"agent_paused"`. This is
classification-neutral — `agent_paused` is NOT added to
`NON_RETRYABLE_CONTINUATION_ERROR_CODES`, so on un-pause the issue's
continuation re-enqueues and work resumes.
- Exported `classifyContinuationFailure` from `recovery/service.ts` for
unit testing (no logic change).
- Added `server/src/services/recovery/service.pause-durability.test.ts`
covering continuation classification.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — clean.
- `pnpm exec vitest run
server/src/services/recovery/service.pause-durability.test.ts` — 5
passed.
- `pnpm exec vitest run server` — full server suite passes locally. The
only failures are pre-existing and environment-specific, unrelated to
this change (a git default-branch test fixture, and a known
checkout-lock race) — both reproduce identically on clean `master` with
this change stashed out.
- Behavioural: a paused agent's execution-start now aborts cleanly with
no status clobber; non-pause cancellations keep `errorCode "cancelled"`
and existing behaviour; un-pausing resumes the in-flight issue.

## Risks

- Low risk. No schema change, no migration, no new dependency; four
files. The change narrows a single UPDATE to be conditional and adds a
rarely-taken abort branch on the run-start path; behaviour for invokable
agents is unchanged. The abort's `agent_not_invokable` code is already
in `NON_RETRYABLE_CONTINUATION_ERROR_CODES`. The only caller of
`cancelActiveForAgent` is the pause route.

## Related upstream work — not duplicates

This area has prior and in-flight PRs; #8317 was checked against them
and is intentionally distinct:

- **#4503** (`fix(heartbeat): make agent pause status guard atomic with
status update`) targets a different TOCTOU race on the **post-run /
finalize** path (`finalizeAgentStatus`). #8317 targets the
**execution-start** race, where a recovery-dispatched run flips a paused
agent back to `running` *before the run begins*. #4503 does not cover
the proven failure path here: `pause → active run cancelled → recovery
dispatches a new run → execution-start overwrites the paused state`.
#4503 also does not add the resume semantics below.
- **#4356** (`honor system/manual/auto pause at all heartbeat-run
enqueue sites`) and **#1067** (`pause guard on queue drain`) protect the
**enqueue / queue-drain** layer. They are complementary to — not
substitutes for — the execution-start guard, which is the last gate
before a run actually starts.
- **#6944** (`guard executeRun against paused agent`), **#7140**, and
**#7141** attempted similar execution-start ideas but were closed for
implementation hygiene / build issues, not because the guard concept was
wrong. #8317 implements that concept cleanly: a single atomic
conditional UPDATE, a clean abort with `errorCode:
"agent_not_invokable"`, a shared `DIRECT_NON_INVOKABLE_STATUSES` source
of truth, and passing tests + typecheck.

Intentional, minor difference (not a criticism of #4503): #8317's
execution-start deny-list is `paused`, `terminated`, and
`pending_approval` — the full non-invokable set for run-start
invokability — whereas #4503 appears focused on `paused`/`terminated`.
The broader set is deliberate for the execution-start guard.

Resume semantics: #8317 keeps `agent_paused` as observability-only and
classification-neutral (retryable), so a paused agent's in-flight work
resumes on un-pause rather than escalating to blocked.

## Model Used

- Provider: Anthropic. Model: Claude Opus 4 (`claude-opus-4-8`), via the
Claude desktop "Cowork" agent. Mode: agentic/extended reasoning with
tool use (shell, file editing, running `tsc`/`vitest`, git). Used to
investigate the root cause in source, design the fix, implement it, and
validate locally.

## 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 (N/A — no UI change)
- [ ] I have updated relevant documentation to reflect my changes (N/A —
no doc-facing change)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
- [x] I have searched the open and closed PR list for similar/duplicate
PRs and found none
2026-06-19 08:35:53 -07:00
Devin FoleyandPaperclip fc95699fde fix(server): enforce agent secret binding sync across lifecycle flows (#8307)
## Thinking Path

> - Paperclip is the control plane people use to create, configure, and
run AI agents for work.
> - This change sits in the server-side agent lifecycle and
secret-binding subsystem, where adapter config `env` entries can
reference company secrets.
> - An incident (while trying to configure a Novita sandbox) showed that
an agent can reach a broken runtime state if `adapterConfig.env`
contains `secret_ref` entries but the matching `company_secret_bindings`
rows are missing.
> - The immediate run-path guard and error-surfacing work made the
failure diagnosable, but they did not fully prevent new broken agents
from being created.
> - The risk came from create and approval flows being responsible for
remembering to sync bindings at each call site, which is easy to miss as
new flows are added.
> - This pull request moves the invariant into `agentService`
create/update/activate paths, keeps the existing hire-flow fix, and adds
regression coverage for create, update, and legacy pending-approval
recovery.
> - The benefit is that agent secret binding integrity is enforced
closer to the data mutation point, so future callers inherit the
protection automatically.

## Linked Issues or Issue Description

Refs #8309

### What happened?
A Paperclip agent could persist `adapterConfig.env` `secret_ref` entries
without matching agent-scoped `company_secret_bindings` rows. When that
happened, the config UI could still look configured, but the real run
path failed pre-dispatch because the secret was not actually bound to
that agent.

### Expected behavior
Every normal agent create, config-update, and pending-approval
activation flow should leave the agent with secret bindings that match
its persisted secret-ref env config.

### Steps to reproduce
1. Create or activate an agent through a flow that persists
`adapterConfig.env` secret refs without synchronizing
`company_secret_bindings`.
2. Observe that the config state can still appear populated.
3. Start a run for that agent.
4. Observe that pre-dispatch binding validation fails because the secret
reference exists but the agent binding does not.

### Deployment mode
Local dev (`pnpm dev`)

### Installation method
Built from source (`pnpm dev` / `pnpm build`)

### Agent adapter(s) involved
- Claude Code
- Not adapter-specific (core bug)

### Database mode
Embedded PGlite / embedded local dev database flow

### Access context
Board (human operator) created or approved the agent; agent runtime
later consumed the config.

### Additional context
This PR focuses on preventing new broken states from normal service
flows and on backfilling the covered legacy pending-approval activation
path.

## What Changed

- Kept the existing branch-local hire-flow fix that synchronized
bindings for route and approval paths.
- Moved the binding integrity invariant into `agentService.create()`,
`agentService.update()` when `adapterConfig` changes, and
`agentService.activatePendingApproval()`.
- Added `server/src/__tests__/agents-service-secret-bindings.test.ts`
covering create-time sync, update-time resync, and backfill for legacy
pending-approval agents.
- Removed now-redundant route-layer and approval-layer binding sync
calls once the service layer became authoritative.
- Simplified the affected unit tests so route/approval tests no longer
assert service-owned binding writes directly.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run
server/src/__tests__/agents-service-secret-bindings.test.ts
server/src/__tests__/approvals-service.test.ts
server/src/__tests__/agent-skills-routes.test.ts`

## Risks

- Low to medium risk.
- This changes where secret-binding synchronization is enforced, so any
unexpected caller that relied on upper-layer manual sync behavior could
behave differently.
- Agent create/update/activation flows now perform binding
synchronization consistently, which adds binding-table writes at those
mutation points.
- This PR does not retroactively scan and heal every already-broken
historical agent row; it prevents and backfills through the covered
service flows.

> 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 Codex class model via `codex_local`
- Session model family: GPT-5 Codex
- Tool-assisted coding with shell, git, HTTP, and local test execution
- Reasoning mode: medium interactive tool-use 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 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: Paperclip <noreply@paperclip.ing>
2026-06-18 21:26:36 -07:00
BuyWhereandPaperclip 67c98323b0 fix(recovery): exempt routine-parent issues from missing-disposition handoff (#8157)
Recognize active routine-parent issues as having a valid continuation path during successful-run handoff recovery. This prevents unnecessary missing-disposition corrective wakes when an active routine owns the next scheduled action.

Also keeps the routine-continuation guard before the productivity check so logs surface the decisive skip reason for both productive and non-productive routine-parent runs.

Verification:
- CI status checks passed on PR #8157
- Greptile Review passed at 5/5
- Focused recovery unit test passed locally

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-06-18 17:59:06 -07:00
MrBobandDevin Foley 5f16efb3d0 fix: parse YAML block scalar skill descriptions (#5046)
## Thinking Path

> - Paperclip is the open source control plane teams use to manage AI
agents for work.
> - Company skills are imported from `SKILL.md` files and rely on YAML
frontmatter to describe what each skill does.
> - Multi-line descriptions commonly use YAML block scalars (`>` and
`|`), but the broken parser path behind #4989 reduced those descriptions
to a literal `>` or `|`.
> - The earliest contributor fix for that bug was PR #5046, so this
branch keeps that PR as the canonical merge target instead of replacing
it.
> - Follow-up work from #5071 and #8258 was then transplanted onto this
earlier branch so the final PR preserves contributor credit while still
shipping the strongest complete fix.
> - The resulting change fixes block-scalar parsing in the shared
frontmatter path, aligns server company-skill imports with that shared
parser, and prevents already-stale stored markers from rendering as junk
in the UI.

## Linked Issues or Issue Description

- Fixes #4989
- Refs #2863
- Refs #788
- Related superseded PRs: #5071, #8258

## What Changed

- Kept the original PR #5046 server-side company-skill fix and
regression coverage as the base branch history.
- Added the missing YAML chomping and indicator hardening explored
further in #5071.
- Moved frontmatter parsing to the shared parser path so
`packages/shared`, `packages/skills-catalog`, and server company-skill
imports stay aligned.
- Added UI summary sanitization and fallback handling so stale stored
`>` / `|` values no longer render as visible junk in company-skill
cards.
- Added regression coverage for shared frontmatter parsing,
skills-catalog parsing, company-skill imports, and stale-summary
fallback behavior.

## Verification

- Passed locally: `pnpm exec vitest run
packages/shared/src/frontmatter.test.ts
packages/skills-catalog/src/frontmatter.test.ts
server/src/__tests__/company-skills.test.ts
ui/src/lib/company-skill-summary.test.ts`
- Passed locally: `pnpm --filter @paperclipai/shared typecheck`
- Passed locally: `pnpm --filter @paperclipai/skills-catalog typecheck`
- Not fully runnable in this worktree: `pnpm --filter
@paperclipai/server typecheck` currently fails in `packages/plugins/sdk`
before reaching server code because local workspace `node_modules` type
deps are missing (`TS2688` for `node` / `react`).
- GitHub Actions / PR checks are rerunning on PR #5046 head
`005290b7557725abf748d00f36dd24ea0d919aba`.

## Risks

- Medium-low risk: the fix now touches shared parser code, server
company-skill imports, and UI fallback display rather than only the
server import path.
- The parser is still intentionally narrower than a full YAML
implementation; this change focuses on block-scalar correctness and the
stale-description rendering path relevant to #4989 / #2863.
- This branch intentionally supersedes narrower overlapping work from
#5071 and duplicate work from #8258 once the survivor PR is green.

> 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 with local shell and
code-editing tools enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-18 12:01:11 -07:00
Devin FoleyandPaperclip 04173b341d fix: resolve secret refs before sandbox draft probes (#8256)
## Thinking Path

> - Paperclip is the control plane operators use to manage agent
execution environments, including plugin-declared sandbox providers.
> - The failing user path here was `Test draft` for an unsaved sandbox
environment using a schema field marked `format: "secret-ref"`.
> - Saved environments already resolve secret refs before provider use,
but the unsaved probe path was forwarding the selected secret UUID
directly to the provider, which made Novita draft probes fail.
> - Fixing that safely required a probe-only secret resolution path with
explicit actor authorization and audit context, because an unsaved draft
has no persisted environment binding to authorize against.
> - Once that was fixed, CI and review surfaced follow-up hardening
work: preserve actor source through the draft-probe path, prevent late
heartbeat finalization from overwriting already-terminal runs, avoid
duplicate successful-run handoff wakes for comment-driven runs, make SSH
git ref updates tolerate concurrent managed-runtime restores, and keep
the skills catalog build from failing on transient GitHub errors for
pinned references.
> - The result is that Novita draft probes now behave like saved
environments, the new secret access path is constrained and audited, and
the PR is green end-to-end with Greptile at 5/5.

## Linked Issues or Issue Description

No matching public GitHub issue was found after searching open and
closed Paperclip issues for `novita`. Related PR search found
[#8255](https://github.com/paperclipai/paperclip/pull/8255), but it
addresses Novita/dev-SDK linking rather than this draft probe bug.

Bug summary:
- What happened?
When a board user configured a sandbox environment backed by a
schema-driven plugin provider such as Novita, selecting an existing
company secret for `apiKey` and clicking `Test draft` failed because the
probe received the secret UUID instead of the resolved secret value.
- Expected behavior
`Test draft` should resolve secret-ref fields before calling the
provider probe, just like the saved runtime path does.
- Steps to reproduce
  1. Open `Company Settings -> Environments`.
2. Create or edit a `Sandbox` environment using a provider with a
`format: "secret-ref"` field such as `Novita Agent Sandbox`.
  3. Select an existing company secret for `apiKey`.
  4. Click `Test draft`.
  5. Observe the probe failure before this patch.
- Paperclip version or commit
Reproduced on a local `master` dev checkout; fixed and verified on
branch commit `ed982d0c0`.
- Deployment mode
  Local dev (`pnpm dev`).
- Installation method
  Built from source (`pnpm dev` / `pnpm build`).
- Agent adapter(s) involved
Not adapter-specific in the core bug path; affects schema-driven sandbox
provider plugins such as Novita.
- Database mode
  Not database-related.
- Access context
  Board (human operator).
- Node.js version
  `v25.6.1`.
- Operating system
  `macOS 15.7.4`.
- Relevant logs or output
The user-visible failure was `Novita sandbox probe failed` during `Test
draft`.

## What Changed

- Resolved schema-marked secret-ref fields during unsaved sandbox
environment probes by adding a dedicated probe-time secret resolution
path in `environment-config.ts`.
- Passed `companyId` plus the full authenticated actor context into the
draft probe normalization route so secret resolution stays
company-scoped, authorized, and auditable.
- Hardened ephemeral secret resolution so unsaved probes require
`secrets:read`, preserve the original actor source (`local_implicit`,
`agent_jwt`, etc.), and emit usable audit metadata.
- Added a conditional heartbeat run-status update so late adapter
completions cannot overwrite runs that were already cancelled or
otherwise terminal.
- Skipped successful-run handoff synthesis for comment-driven wakes,
which removes the extra wake/run that was breaking
`heartbeat-comment-wake-batching`.
- Retried managed-runtime SSH git ref updates on concurrent ref-lock
races instead of failing the restore path.
- Reused the previous skills-catalog manifest entry when a pinned GitHub
reference fails with a recoverable transient error during CI catalog
generation.
- Added focused regression coverage for the draft probe, ephemeral
secret access, heartbeat handoff behavior, SSH ref-lock races, and
catalog fallback behavior.

## Verification

- `pnpm vitest run server/src/__tests__/environment-routes.test.ts`
- `pnpm vitest run server/src/__tests__/secrets-service.test.ts`
- `pnpm vitest run
server/src/__tests__/heartbeat-comment-wake-batching.test.ts`
- `pnpm vitest run
server/src/services/recovery/successful-run-handoff.test.ts`
- `pnpm vitest run
server/src/__tests__/openclaw-gateway-adapter.test.ts`
- `pnpm exec vitest run packages/adapter-utils/src/ssh-fixture.test.ts
-t "merges concurrent remote commits through the managed runtime restore
path"`
- `pnpm exec vitest run
packages/skills-catalog/src/catalog-builder.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/skills-catalog build`
- `pnpm --filter @paperclipai/adapter-utils build`
- `gh pr checks 8256`
- Manual/live validation: the same fix was cherry-picked into the
running local dev checkout and the user re-tested the Novita `Test
draft` flow successfully after the server restart.

## Risks

- Low risk: the Novita-specific user-facing fix is isolated to unsaved
sandbox draft probes for plugin schema fields marked `format:
"secret-ref"`.
- The new ephemeral secret resolution path is intentionally stricter
than the original broken behavior; regressions would most likely show up
as denied draft probes rather than accidental secret exposure.
- The heartbeat, SSH, and catalog changes are all defensive; if they
regress, they should affect test/CI orchestration paths rather than
persisted company data.

## Model Used

- OpenAI Codex Local (`codex_local` in Paperclip). The runtime does not
expose the exact backend model ID in agent metadata. GPT-5-class coding
model with shell/tool use, repository editing, test execution, GitHub
review handling, and issue-thread coordination.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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] 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>
2026-06-18 07:48:09 -07:00
Devin FoleyandPaperclip d47b4da655 Auto-build bundled plugins on install (#8254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Plugins extend the server with worker/UI surfaces, and bundled local
plugins under `packages/plugins/**` ship as TS source — their compiled
`dist/` is not checked in
> - On a fresh checkout, installing a bundled local plugin via the
in-app **Install** button failed because `paperclipPlugin.manifest`
points at `./dist/manifest.js`, which does not exist until the package
is built
> - The error surfaces as `Package … does not appear to be a Paperclip
plugin (no manifest found)`, which is misleading — the manifest is real,
the dist is just missing — and forces every contributor to run `pnpm
--filter … build` by hand before the bundled-plugin installer works at
all
> - This pull request teaches the install path to detect that case and
run the package's build (plus standalone runtime bootstrap for plugins
outside the root workspace) before manifest resolution, gated by a kill
switch and a bounded timeout
> - The benefit is bundled plugins like
`@paperclipai/plugin-workspace-diff` install in one click on a fresh
checkout, with a clear error message and manual fallback when the
autobuild itself fails

## Linked Issues or Issue Description

No existing GitHub issue. Underlying bug, following the bug-report
template:

**What happened?**
Installing a bundled local plugin from a fresh checkout fails with
`Package @paperclipai/plugin-workspace-diff at
packages/plugins/plugin-workspace-diff does not appear to be a Paperclip
plugin (no manifest found)`. The manifest is declared in `package.json`
(`paperclipPlugin.manifest = ./dist/manifest.js`) but `dist/` is not
built/committed, so the loader cannot find it.

**Expected behavior**
Clicking **Install** on a bundled plugin builds it if needed and
registers it, without a manual build step.

**Steps to reproduce**
1. Fresh checkout of `master`
2. Start the server, open Plugin Manager
3. Click **Install** next to `@paperclipai/plugin-workspace-diff`
4. Observe the "no manifest found" failure

**Scope**
Same failure mode affects every bundled plugin without a checked-in
`dist/` (`plugin-llm-wiki`, examples, sandbox-provider plugins, etc.).

## What Changed

- `server/src/services/plugin-loader.ts`: added
`ensureLocalPluginBuilt(packageRoot, pkgJson)` — when the package lives
under `packages/plugins/**` and its declared paperclipPlugin entrypoints
(`manifest`, `worker`, `ui`) are missing, run `pnpm --filter <name>
build` (and a standalone runtime-deps bootstrap for plugins outside the
root pnpm workspace) before manifest resolution
- `server/src/routes/plugins.ts`: invoke the autobuild from the
local-path install path; surface a `hasBuiltEntrypoints` boolean on the
`AvailableBundledPlugin` listing; invalidate the bundled-plugins cache
after a successful install so a freshly built plugin no longer reports
`hasBuiltEntrypoints: false`
- `ui/src/api/plugins.ts` + `ui/src/pages/PluginManager.tsx`: type and
consume `hasBuiltEntrypoints` so the installer can show that an
autobuild will run on install
- `server/src/__tests__/plugin-install-autobuild.test.ts`: new suite — 9
tests covering success, kill-switch, build failure, timeout, manifest
still missing after build, standalone variant, and the existing
`plugin-routes-authz` listing assertion
- `doc/plugins/LOCAL_PLUGIN_DEVELOPMENT.md`: documents the autobuild,
the `PAPERCLIP_DISABLE_PLUGIN_AUTOBUILD=1` kill switch, and the manual
fallback command
- Detect the autobuild timeout via the child-process `killed` flag
rather than string-matching the error message, so the "after timing out"
context is actually emitted

Knobs:

- `PAPERCLIP_DISABLE_PLUGIN_AUTOBUILD=1` — skip autobuild entirely;
restore prior behavior
- Build timeout: 120s, with a clear error that points at the manual
`pnpm --filter <name> build` recovery command

## Verification

- `cd server && pnpm vitest run
src/__tests__/plugin-install-autobuild.test.ts
src/__tests__/plugin-routes-authz.test.ts` → 44/44 pass
- End-to-end on a clean checkout: `rm -rf
packages/plugins/plugin-workspace-diff/dist`, invoke
`ensureLocalPluginBuilt()` against the real package, all declared
entrypoints (`dist/manifest.js`, `dist/worker.js`, `dist/ui/index.js`)
regenerated. The original `no manifest found` symptom no longer
reproduces.

## Risks

Low. The autobuild only fires when (a) the package sits under
`packages/plugins/**`, (b) at least one declared entrypoint is missing,
and (c) the kill switch is not set. In a packaged production server the
`packages/plugins/**` path does not exist on disk, so the helper
short-circuits and never shells out to `pnpm`. Failures from the spawned
build are surfaced as an install error with the exact manual command to
retry, so the worst-case is the same UX as before plus a clearer
message.

## Model Used

Claude Opus 4.7 (claude-opus-4-7), extended thinking enabled, tool use
(filesystem + bash).

## 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
- [ ] 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-17 22:39:55 -07:00
Devin FoleyandPaperclip f3e01c63bd fix(environments): partial unique index to dedup managed sandbox rows (#8247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The `server/services/environments.ts` module lazily provisions a
managed Kubernetes sandbox environment for each company on first
heartbeat. Idempotency relies on `ensureKubernetesEnvironment` returning
the single managed row per company.
> - The `(company_id, driver)` unique index in the `environments` schema
is partial on `driver='local'` only, so two concurrent callers (e.g.
simultaneous first heartbeats from a freshly synced tenant) can both
insert a `driver='sandbox'` row before either sees the other.
> - The function tried to converge after the race by re-reading, picking
the oldest managed row as winner, and deleting the loser. Under
autocommit + read-committed, each post-insert SELECT is a fresh snapshot
— A may not see B's row, B may not see A's, so both pick their own and
neither deletes. Two rows survive.
> - The same race fired in CI as `expected 2 to be 1` at
`environment-service.test.ts:293`, gating multiple unrelated PRs on
retries.
> - This pull request encodes the operator-level invariant ("at most one
Paperclip-managed sandbox row per company") at the DB layer with a
partial unique index, then switches `ensureKubernetesEnvironment` to
`INSERT … ON CONFLICT DO NOTHING` keyed on that index. Losers re-read
the surviving row.
> - The benefit is the race is impossible by construction — no
application-side convergence loop, no test flake, and any future
`ensureXyzSandboxEnvironment` that sets `managedByPaperclip=true`
inherits the invariant for free.

## Linked Issues or Issue Description

Paperclip issue: PAPA-783 — implement managed-sandbox dedup fix (phase 2
of the approved plan on the parent flake-investigation issue).

This is the phase-2 fix for the flaky `environmentService > deduplicates
concurrent managed Kubernetes environment creation` test introduced by
`4ad94d0bd` (PR #7938). Failing CI runs since then on at least PRs
#7595, #8233, #8215, #8212. The plan was reviewed and approved on the
parent issue before implementation.

Closely related (not duplicates):
- PR #7938 — introduced the test and the in-process convergence loop
being replaced here.
- PR #7595, PR #8233, PR #8215, PR #8212 — downstream PRs affected by
the flake; one of them will be rebased onto this fix as the acceptance
gate.

## What Changed

- `packages/db/src/schema/environments.ts`: added
`environments_company_managed_sandbox_idx`, a partial unique index on
`(company_id) WHERE driver='sandbox' AND
(metadata->>'managedByPaperclip')::boolean = true`. The umbrella
`managedByPaperclip` predicate covers any current or future
Paperclip-managed sandbox flavor without needing a new index per
provider.
- `packages/db/src/migrations/0102_managed_sandbox_dedup_index.sql`:
one-shot dedup `DELETE` keeping the oldest managed-sandbox row per
`company_id` (scoped to `driver='sandbox' AND managedByPaperclip=true`),
`RAISE NOTICE` if any duplicates were removed, then `CREATE UNIQUE INDEX
IF NOT EXISTS environments_company_managed_sandbox_idx`. `CONCURRENTLY`
is omitted because the codebase's migration runner wraps each file in a
transaction (see `applyPendingMigrationsManually`); the table holds 1–3
rows per company, so the short lock is acceptable and consistent with
every other migration in the repo.
- `server/src/services/environments.ts`: `ensureKubernetesEnvironment`
now uses `INSERT … ON CONFLICT DO NOTHING` keyed on the new index. On
conflict it re-reads the surviving managed-sandbox row and returns it.
Drops the post-insert convergence (re-read by `createdAt ASC, id ASC`,
delete the loser) and the trailing comment that flagged "until a partial
unique index is added via migration" as the proper long-term fix.
- Unused `asc` import removed from
`server/src/services/environments.ts`.

## Verification

Local (matches the success criteria in the issue body):

```
$ cd server
$ passes=0; for i in $(seq 1 20); do
    pnpm vitest run src/__tests__/environment-service.test.ts -t "deduplicates concurrent" \
      && passes=$((passes+1)) || break
  done; echo "$passes/20"
20/20

$ passes=0; for i in $(seq 1 10); do
    pnpm vitest run src/__tests__/environment-service.test.ts \
      && passes=$((passes+1)) || break
  done; echo "$passes/10"
10/10
```

Adversarial fan-out stress (temporarily bumped `Array.from({ length: 8
}, …)` to `length: 32` on both dedup tests; reverted before commit):

```
$ # both dedup tests fan-out-of-32, 10 iterations
10/10
```

Two ensure paths exist in the parent plan, but only
`ensureKubernetesEnvironment` is on `master`.
`ensureManagedSandboxEnvironment` (referenced by the approved plan as
commit `dce9a9622`) lives only on an unmerged feature branch, not
master. The plan's helper-extraction and symmetric dedup test for that
path are deferred to whichever PR lands the second ensure path — it
inherits the same DB invariant by setting `managedByPaperclip=true`.
Discrepancy was flagged on the issue thread before implementation.

Typecheck:

```
$ pnpm -C server typecheck
ok
```

## Risks

Low risk.

- **Migration safety.** `IF NOT EXISTS` on the index makes the migration
idempotent. The dedup `DELETE` is bounded to rows matching the
managed-sandbox predicate; in production this should be a no-op (no race
has been reported in the wild — only in CI). On dev/CI DBs that already
accumulated duplicates, the migration emits a `NOTICE` reporting the
count.
- **No `CONCURRENTLY`.** The migration runner wraps each `.sql` file in
a transaction, which is incompatible with `CREATE INDEX CONCURRENTLY`.
The `environments` table holds 1–3 rows per company and the row count is
bounded by company count; the short ACCESS EXCLUSIVE during `CREATE
UNIQUE INDEX` is acceptable here and matches every other index migration
in the repo.
- **Predicate scope.** The partial index predicate matches exactly the
rows that `ensureKubernetesEnvironment` writes (`driver='sandbox'` with
`metadata.managedByPaperclip=true`). Tenant-created sandbox envs (via
`svc.create`) do not set this marker and are not covered — no false
positives, no surprise constraint violations on unrelated inserts.

## Model Used

Claude (Anthropic), `claude-opus-4-7`. Tool use: code edit + bash +
filesystem search; no extended-thinking mode.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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
- [ ] 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>
2026-06-17 16:09:45 -07:00
05bcd3ce84 feat(security): plugin tables get company_id FK for tenant isolation (#5865)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The plugin subsystem persists state into four tables
(`plugin_entities`, `plugin_job_runs`, `plugin_logs`,
`plugin_webhook_deliveries`) and those rows currently have no notion of
an owning tenant — so company-deletion doesn't cascade plugin state, and
operators have no way to query "what does this plugin own for company
X?"
> - The fix is one thin slice of tenant-isolation hygiene that doesn't
change any external API: add a nullable `company_id` FK with `ON DELETE
CASCADE` to the four plugin tables, index it, and scope the
`plugin_entities` external-id uniqueness per-tenant
> - The benefit is plugin-row tenant attribution + cascade cleanup, with
zero impact on single-tenant local-first deploys (`NULL` continues to
mean instance-scope)

> **Rebase note (scope narrowed):** This PR originally also hardened the
schedulers (`heartbeat.tickTimers` / `resumeQueuedRuns` /
`enqueueWakeup` and `routines.tickScheduledTriggers`) to skip archived
companies. That half has since landed on `master` via #7478 (`93206f73`,
"Stop archived companies from waking agents") with a stricter
implementation (`status != 'active'` plus a skipped-request audit row).
On rebase those changes were dropped as redundant — `heartbeat.ts` and
`routines.ts` are now identical to `master`, and the scheduler-specific
tests were removed. **This PR is now DB-only.**

## Linked Issues or Issue Description

No existing issue covers this directly — problem described in-PR:

- Four plugin tables (`plugin_entities`, `plugin_job_runs`,
`plugin_logs`, `plugin_webhook_deliveries`) persist rows with no notion
of an owning tenant.
- Company deletion therefore does not cascade plugin state, and
operators have no way to query "what does this plugin own for company
X?"
- One thin slice of tenant-isolation hygiene fixes this without changing
any external API: a nullable `company_id` FK with `ON DELETE CASCADE`,
an index, and per-tenant scoping of the `plugin_entities` external-id
uniqueness.
- Part of the multi-tenant hardening initiative alongside #3967
(cross-tenant 404 oracle) and #5864 (per-company JWT keys).

## What Changed

**Schema (`packages/db/src/schema/plugin_*.ts`):**
- Nullable `companyId` FK with `onDelete: "cascade"` added to
`plugin_entities`, `plugin_job_runs`, `plugin_logs`,
`plugin_webhook_deliveries`.
- A btree index on each new `company_id` column (`<table>_company_idx`).
- `plugin_entities_external_idx` rescoped from `(plugin_id, entity_type,
external_id)` to `(company_id, plugin_id, entity_type, external_id)` and
switched to `UNIQUE … NULLS NOT DISTINCT` so instance-scope rows
(`company_id IS NULL`) keep their dedup guarantee while tenants get
their own namespace.

**Migration:**
- `0095_plugin_company_id_tenant_isolation.sql` — 14 statements: 4
column adds + 4 FK constraints (`ON DELETE CASCADE`) + 4 indexes +
drop/recreate of the external-id unique constraint.
- Journal entry + regenerated `0095_snapshot.json`.

**Tests:**
- `server/src/__tests__/plugin-tenant-isolation.test.ts` — `NULL`
preserves backward compat; `CASCADE` on company delete across all four
tables; per-tenant external-id namespacing; NULL-NULL collision rejected
(`NULLS NOT DISTINCT`).

## Verification

- `pnpm --filter @paperclipai/db run check:migrations` — pass.
- `pnpm --filter @paperclipai/db typecheck` (`tsc`) — pass.
- `vitest run plugin-tenant-isolation` — **4/4 pass** (embedded Postgres
applies `0095` and exercises cascade + NULLS NOT DISTINCT).

## Notes

- **Clean snapshot, no drift.** The earlier revision of this PR shipped
a ~17.6k-line meta snapshot that was almost entirely pre-existing drift.
On rebase the migration was renumbered (the old `0090_brainy_darkhawk`
collided with `master`'s `0090_resource_memberships … 0094`) and
regenerated from the current `master` baseline via `drizzle-kit
generate`. The result is a 14-statement migration containing **only**
the plugin-table changes — no unrelated drift.
- **Backward-compatible.** `NULL company_id` continues to mean
instance-scope (cron jobs, public webhooks). No new env vars, no API
surface change. Single-tenant local-first deploys unaffected.

## Risks

- **Migration is additive and nullable** — `0095` adds nullable
`company_id` columns, FK constraints, and indexes; existing rows stay
valid (`NULL` keeps meaning instance-scope) and no backfill is required.
- **`ON DELETE CASCADE` is a behavioral change**: deleting a company now
removes its plugin rows across all four tables. Intended (it is the
point of the PR), but operators relying on plugin rows surviving company
deletion would be affected. Covered by the cascade tests.
- **Uniqueness semantics change on `plugin_entities`**: the external-id
constraint is rescoped per-tenant and switched to `UNIQUE … NULLS NOT
DISTINCT`, so two instance-scope rows (`company_id IS NULL`) with the
same external id are now rejected instead of coexisting. Covered by the
NULL-NULL collision test.
- **No API surface change, no new env vars.** Single-tenant local-first
deploys unaffected.

(Section added retroactively to match the PR template; distilled from
the What Changed / Notes sections above.)

## Model Used

Same authoring setup as #5864 (same series, same day): Claude Opus 4.7
(1M context), extended thinking mode. (Section added retroactively.)

## Checklist

- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] Tests run locally and pass (plugin-tenant-isolation 4/4)
- [x] `check:migrations` + db typecheck pass
- [x] No UI changes
- [x] Migration carries only the intended changes (no snapshot drift)
- [x] Scheduler half dropped as superseded by #7478

Part of the multi-tenant hardening initiative — see also #3967
(cross-tenant 404 oracle) and #5864 (per-company JWT keys).

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-12 10:17:19 -07:00
Aron PrinsandClaude Fable 5 a5b3cc98b0 fix(server): cache Intl.DateTimeFormat per timezone in cron minute-stepper (#8033) (#8034)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The routine scheduler lets agents and users run work on cron
schedules; every 30s a tick computes each trigger's next occurrence
> - `computeNextRun`/`nextCronTickInTimeZone` find that occurrence by
stepping forward one minute at a time (capped at 2.6M iterations),
constructing a fresh `Intl.DateTimeFormat` on every step — ~1ms of ICU
work each
> - Sparse schedules (monthly ≈ 43k steps ≈ 40s) and never-matching
crons (the #7529 midnight bug → full 2.6M steps ≈ 45 min) block the Node
event loop for the whole scan, every tick
> - In production this pegs the server at 100% CPU, health checks time
out, and Paperclip Desktop repeatedly shows "the embedded server is no
longer responding" (diagnosed via a CPU sample: 74% of samples inside
`Builtin_DateTimeFormatConstructor`)
> - This pull request caches the formatter per timezone, since
`Intl.DateTimeFormat` instances are immutable and reusable
> - The benefit is each minute-step pays only `formatToParts` (~1µs): a
43k-step scan drops from ~40s of blocked event loop to under a second,
and the server stays responsive while routines are active

## Linked Issues or Issue Description

- Fixes: #8033
- Refs #7529 — a never-matching midnight cron forces the minute-stepper
through its full 2.6M-iteration cap, which is the worst-case trigger for
this perf bug; the two compound
- Refs #7922 — in-flight fix for #7529 touching the same function
(`getZonedMinuteParts`); the changes are compatible (this PR changes
formatter construction, that PR changes hour normalization)

## What Changed

- `server/src/services/routines.ts`: added a per-timezone
`Intl.DateTimeFormat` cache (`getZonedMinuteFormatter`) used by
`getZonedMinuteParts` and `assertTimeZone`, replacing per-call
construction
- Exported `nextCronTickInTimeZone` so the behavior is testable (same
export PR #7922 makes)
- Added `server/src/services/routines-formatter-cache.test.ts`: verifies
a sparse monthly cron resolves to the correct next occurrence across a
DST-bearing timezone, and asserts at most one formatter construction for
a ~43k-minute-step scan (and zero on a warm cache)

## Verification

- `npx vitest run server/src/services/routines-formatter-cache.test.ts`
— 2 tests pass
- `pnpm --filter @paperclipai/server exec tsc --noEmit` — clean
- Live validation: applied the same patch to the server bundled in
Paperclip Desktop 3.2.9, which was hitting 99.3% CPU with 5s
health-check timeouts within 60s of boot on a real workload; after the
patch, CPU idles at 0–3% across scheduler ticks and `/api/health`
answers in ~1ms (observed over multiple 30s ticks)

## Risks

- Low risk. `Intl.DateTimeFormat` instances are immutable and safe to
reuse; the cache key is the timezone string, and entries are small and
bounded by the number of distinct timezones in use
- Invalid timezones still throw in the constructor before anything is
cached, so `assertTimeZone` semantics are unchanged
- Does not change cron matching semantics; minute-stepping remains
(replacing it with cron-field arithmetic is noted in #8033 as a
follow-up)

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Fable 5), via Claude
Code CLI with extended thinking and tool use (profiling, patching, and
live verification performed by the model under user supervision)

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots (N/A — server-only change)
- [ ] I have updated relevant documentation to reflect my changes (N/A —
internal perf fix, no doc surface)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending review)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 10:15:53 -07:00
3fbab2e6db fix: resolve orphan-sweep null-assignee filter regression (#8018)
> Resubmits #5925 by @digitalflanker-ux (rebased onto current `master`;
original commit authorship preserved).

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issues list API powers orphan-sweep and board inbox views that
filter by assignee
> - `assigneeAgentId=null` is a valid query-string sentinel for
"unassigned issues"
> - A regression caused that sentinel to throw 500 instead of filtering
correctly
> - This pull request restores null-sentinel parsing in the route and
service layers
> - The benefit is reliable orphan-sweep and unassigned-issue queries
without server errors

## Linked Issues or Issue Description

Refs #5891 (paired fix — land together)

**Bug:** `GET /api/companies/:id/issues?assigneeAgentId=null` returned
HTTP 500. Expected: HTTP 200 with only unassigned issues. Malformed
UUIDs should return 4xx, not 500.

## What Changed

- Parse `assigneeAgentId=null` in the issues list route and pass a JS
`null` filter to the service
- Handle malformed assignee IDs with HTTP 422 in the route layer
- Extend `issueService.list` to treat `assigneeAgentId: null` as `IS
NULL` SQL filter
- Add route-level and service-level regression tests

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
server/src/__tests__/issues-service.test.ts`
- result: 2 files passed, 79 tests passed

## Risks

Low risk — scoped to query-parameter parsing and list filtering; no
schema or API contract changes beyond fixing the regression.

## Model Used

None — human-authored original fix by @digitalflanker-ux; rebased and
test-harness adjustments by Paperclip cluster cleanup.

## 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
- [ ] 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
- [ ] 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

## Cross-references and status (maintainer)

- Pairs with #5891 — both fix the `assigneeAgentId=null` issues-list
regression and should land together.
- Supersedes #5925 (fork branch could not be force-pushed; this is the
operator-mergeable resubmission).

---------

Co-authored-by: openclaw <digitalflanker@gmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-12 09:20:00 -07:00
roy493andPaperclip d9ea1bf9e1 fix: skip same-run self-comments (Path A heartbeat-reopen + Path B implicit-todo move) (#4973)
## Thinking Path

- Paperclip treats issue comments as both communication and wake
signals, so comment attribution affects whether completed work reopens.
- The bug lived in two independent paths: deferred comment wake
promotion in `heartbeat.ts`, and implicit reopen-on-comment logic in
`routes/issues.ts`.
- Both paths need the same core rule: a comment from the same run that
just closed the issue must not look like a fresh human follow-up.
- Deferred wake batches also need one extra safeguard: if a batch mixes
a same-run self-comment with a real human comment, the human follow-up
must still reopen the issue.

## What Changed

- `server/src/services/heartbeat.ts` now suppresses deferred reopen only
when every referenced comment in the batch was created by the closing
run.
- `server/src/routes/issues.ts` now passes `actorRunId`,
`checkoutRunId`, and `executionRunId` into
`shouldImplicitlyMoveCommentedIssueToTodo`, and skips the implicit move
when the comment came from the run that already owns the issue.
- `server/src/__tests__/heartbeat-comment-wake-batching.test.ts` adds
coverage for both Path A cases: same-run self-comment stays closed,
while a mixed self-comment plus human-comment batch still reopens.
- `server/src/__tests__/issue-comment-reopen-routes.test.ts` covers the
same-run guard on both POST and PATCH comment paths, plus the negative
case where a different run still reopens.

## Verification

```bash
pnpm --filter @paperclipai/server exec vitest run src/__tests__/issue-comment-reopen-routes.test.ts
pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts -t "self-authored by the closing run|mixes self-authored and human comments"
pnpm --filter @paperclipai/server typecheck
```

## Risks

- Low risk. Both changes are additive guards and preserve existing
behavior for comments that do not originate from the owning run.
- The deferred-wake change now uses all-self semantics, which is the key
correctness detail for mixed batches.
- Full CI is still the authoritative validation for the broader
heartbeat integration surface.

## Model Used

- OpenAI Codex, GPT-5-based coding agent (`codex_local` adapter in
Paperclip).

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A, server-only
- [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

## Cross-references and status (maintainer)

Refs #6601
Refs #3980

---------

Co-authored-by: Paperclip <paperclip@users.noreply.github.com>
2026-06-12 00:33:08 -07:00
Sherman LyeandSherman Lye fecc41d4fd fix(recovery): skip stranded-issue recovery when pending wake interaction exists (#4854)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents and their work.
> - Recovery logic is part of that control plane because it decides when
agent work is truly stranded versus intentionally waiting.
> - Issues can pause on human-gated thread interactions such as
`request_confirmation`, `ask_user_questions`, and `suggest_tasks`.
> - `reconcileStrandedAssignedIssues()` was treating some of those
waiting issues as stranded because it did not check for pending
wake-style interactions.
> - That mismatch created false-positive recovery cascades on work that
was correctly paused for human input.
> - This pull request adds the missing guard and locks it in with
focused regression coverage.
> - The benefit is safer recovery behavior: real stranded work is still
recovered, while human-gated work stays stable and inspectable.

## Linked Issues or Issue Description

- Refs #7403
- Searched open GitHub PRs/issues for the same recovery-interaction bug
before merge prep; no duplicate open PRs found.

## What Changed

- Added `hasPendingWakeInteraction(companyId, issueId)` in
`server/src/services/recovery/service.ts` to detect pending thread
interactions with continuation policies `wake_assignee` and
`wake_assignee_on_accept`.
- Inserted that guard into `reconcileStrandedAssignedIssues()`
immediately after the active-execution-path check so human-gated issues
are skipped instead of escalated.
- Added a parameterized regression test in
`server/src/__tests__/heartbeat-process-recovery.test.ts` that covers
both continuation-policy values and verifies recovery does not fire.
- Appended the maintainer cross-reference section required by merge
prep.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-process-recovery.test.ts -t "skips
stranded recovery when a pending" --pool=forks --isolate`
- Greptile Summary comment on the latest head reports `Confidence Score:
5/5`.
- Remote Paperclip CI is running on head
`4702684c213b5018e6918cb6176e7ef40f440ebf`.

## Risks

- Low risk. The production change is a read-only early exit in an
existing recovery sweep.
- The main behavioral shift is intentional: issues with pending
wake-style interactions will no longer enter stranded recovery until the
human gate clears.
- If there is a hidden interaction state we should also treat as
waiting, it would need an explicit follow-up rather than falling through
this guard.

> Checked `ROADMAP.md`; this is a focused bug fix, not overlapping
roadmap feature work.

## Model Used

- Original PR authoring: Claude Code using Claude Opus 4.6.
- Merge prep, rebase, verification, PR-body repair, and Greptile
follow-up: OpenAI Codex via the Paperclip ACPX local adapter (exact
model ID not exposed in this workspace), with tool use and code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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
- [ ] 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

## Cross-references and status (maintainer)

Refs #7403

Co-authored-by: Sherman Lye <user@example.com>
2026-06-12 00:31:33 -07:00
3b7c42be86 fix(openclaw-gateway): complete and stabilize OpenClaw Gateway integration (#2322)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `openclaw_gateway` adapter is how operators wire Paperclip
agents to an OpenClaw gateway over WebSocket
> - The adapter UI previously only exposed a handful of config fields in
edit mode; many timeout / auth / session-routing knobs were unreachable
through the form
> - The serializer also forgot to inject the configured `authToken` into
the `x-openclaw-token` header, and the server-side execute path lacked
retries on transient gateway errors and an `OPENCLAW_TOKEN` env fallback
> - This pull request exposes the full set of config fields in both
create and edit modes, fixes the serializer, hardens the server-side
execute path, and pins the existing default request timeouts (120s /
120000ms) — see the dedicated commit and the new unit tests
> - The benefit is operators can configure and reconfigure an
`openclaw_gateway` agent end-to-end through the UI, with no silent
change to the defaults documented in the adapter README and
`doc/ONBOARDING_AND_TEST_PLAN.md`

## Linked Issues or Issue Description

Closes #414
Closes #1901
Closes #2309

## What Changed

- **UI**: Removed the `!isCreate` guard so all `openclaw_gateway` config
fields are visible in both create and edit modes (`authToken`,
`agentId`, `sessionKeyStrategy`, `sessionKey`, `timeoutSec`,
`waitTimeoutMs`, `disableDeviceAuth`, `autoPairOnFirstConnect`, `role`,
`scopes`, `paperclipApiUrl`, `headersJson`, `payloadTemplate`,
`runtimeServices`).
- **Serialization**
(`packages/adapters/openclaw-gateway/src/ui/build-config.ts`): inject
`authToken` into headers as `x-openclaw-token`; apply safe defaults on
create (`timeoutSec=120`, `waitTimeoutMs=120000`,
`sessionKeyStrategy="issue"`, `role="operator"`,
`scopes=["operator.admin"]`).
- **Backend**
(`packages/adapters/openclaw-gateway/src/server/execute.ts`): add
`OPENCLAW_TOKEN` env-var fallback for `authToken`, retry logic (max 2
retries with backoff for transient gateway errors), session-key prefix
`agent:{agentId}:{sessionId}` when `agentId` is configured.
- **Defaults restoration** (dedicated commit): an earlier revision of
this PR lowered the default request timeouts to `60` / `30000`. The
current branch restores the historical `timeoutSec=120` /
`waitTimeoutMs=120000` defaults that match the values documented in
`packages/adapters/openclaw-gateway/src/index.ts`,
`src/server/execute.ts` on master, and the worked example in
`doc/ONBOARDING_AND_TEST_PLAN.md`.
- **Tests** (new):
`packages/adapters/openclaw-gateway/src/ui/build-config.test.ts` pins
the documented timeout and identity defaults so the silent-halve
regression cannot recur.

## Verification

- `pnpm --filter @paperclipai/adapter-openclaw-gateway typecheck`
- `pnpm typecheck` (root)
- Manual: create a new `openclaw_gateway` agent — all fields visible,
defaults populate as documented.
- Manual: edit an existing `openclaw_gateway` agent — every field
round-trips correctly and saves.
- Manual: unset `authToken` in the form and set `OPENCLAW_TOKEN` env var
— adapter picks up the env-var fallback.
- Manual: simulate a transient gateway error — execute retries up to 2
times with backoff before failing.

## Risks

- Low risk. Surface area is one adapter, behind explicit operator
configuration. The defaults change in this PR is a restoration of values
that already exist on master and in the adapter docs, so no production
agent sees a behavioral shift relative to the prior release. Field
exposure in edit mode is purely additive — existing values are preserved
on save.

## Model Used

- Provider/model: Claude (Anthropic) — `claude-opus-4-7`
- Mode: standard tool use, no extended thinking
- Capability notes: code execution + repository file edits via Claude
Code

## Cross-references and status (maintainer)

Closes #414
Closes #1901
Closes #2309

## 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
- [ ] 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip Bot <bot@paperclip.dev>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 23:31:39 -07:00
Vasu YadavandDevin Foley d7049e0cae fix(server): adopt stale checkout run ownership (#5413)
## Thinking Path

> - Paperclip is a control plane for autonomous AI-agent companies.
> - Issue checkout ownership is part of the execution-control layer that
prevents two runs from mutating the same task at the same time.
> - The current lock model should preserve `409` conflicts for live
competing owners, but it should not strand the rightful assignee behind
a stale terminal run.
> - A same-agent follow-up run can encounter an existing `checkoutRunId`
from a failed, timed-out, succeeded, or missing heartbeat run.
> - In that case, the new run should safely adopt ownership instead of
failing with an ownership conflict.
> - This pull request makes stale checkout adoption transactional and
keeps live checkout owners protected.
> - The benefit is safer run recovery without weakening single-owner
checkout semantics.

## Linked Issues or Issue Description

- Fixes #5350
- Closes #1508
- Closes #1970
- Closes #2083
- Closes #3158
- Closes #3190
- Related stale-lock PRs reviewed during dedup search: #7536, #6658,
#5660, #5442, #6223, #7048, #6824, #6799

## What Changed

- Updated issue checkout ownership recovery so the current assignee can
adopt a stale terminal or missing checkout run.
- Added row locking around stale checkout adoption to avoid races while
replacing `checkoutRunId` / `executionRunId`.
- Preserved `409` behavior when a different live checkout owner is still
active.
- Prevented terminal actor runs from reclaiming an unowned checkout lock
after the newer eager stale-checkout clear path.
- Fixed the stale checkout test fixture so same-assignee cases do not
insert duplicate agent rows.
- Added/kept focused coverage for stale checkout adoption and live-owner
conflict behavior.
- Fixes #5350.

## Verification

- Focused tests:

```sh
pnpm exec vitest run server/src/__tests__/issues-service.test.ts server/src/__tests__/issue-stale-execution-lock-routes.test.ts
```

Result:

```text
2 passed, 84 tests passed
```

- Server typecheck:

```sh
pnpm --filter @paperclipai/server typecheck
```

Result:

```text
passed
```

- Live curl smoke confirmed same-agent stale checkout adoption returns
`200` instead of `409`.

```text
old_run_status=succeeded
checkout_http=200
patch_http=200
```

The PATCH response showed `checkoutRunId` and `executionRunId` updated
to the new run id.

### Live curl smoke result

<img width="1498" height="570" alt="Live curl smoke showing stale
checkout adoption returned 200"
src="https://github.com/user-attachments/assets/4bf834de-e3cd-4495-ac5a-74767b439eeb"
/>

### Server request log

<img width="631" height="131" alt="Server logs showing heartbeat,
checkout, and patch requests succeeded"
src="https://github.com/user-attachments/assets/ceaaa403-110e-44e8-bac8-5d8506e79cc3"
/>

## Risks

- Low to medium risk: this touches issue execution lock ownership.
- The behavioral shift is intentionally narrow: only the current
assignee can adopt stale terminal or missing checkout ownership.
- Live checkout owners remain protected with `409`.
- No database migration or API contract change.

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

## Model Used

- OpenAI GPT-5.5 Codex coding agent with repository tool use, shell
execution, code review, and local 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
- [ ] 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

## Cross-references and status (maintainer)

- Closes #1508
- Closes #1970
- Closes #2083
- Closes #3158
- Closes #3190
- Status: rebased onto current master; focused tests and server
typecheck pass locally; all required CI is green; Greptile is 5/5;
master drift verified.

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 22:03:07 -07:00
David BezarandPaperclip 01e59c074a fix(watchdog): suppress repeat alerts when source issue is blocked or evaluation board-closed (#5942)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies; the
stale-active-run watchdog monitors agent heartbeat runs for extended
output silence and fires evaluation issues to alert the responsible
manager
> - The watchdog uses a unique index on open evaluation issues to
prevent duplicate open issues per run, but this only prevents two
*simultaneous* open issues — not sequential ones created after each
closure
> - When a board reviewer closes an alert as done directly (without
recording a watchdog decision), the dismissed_false_positive guard is
bypassed and `findOpenStaleRunEvaluation` returns null on the next scan
— causing a new alert to fire every 30 minutes until the run terminates
> - The previous fix also removed `blockedByIssueIds` mutation from
`ensureSourceIssueBlockedByStaleEvaluation` to break the
block→silence→new-alert loop, but that left no idempotency guard on the
source-issue escalation comment, so every critical scan re-appended the
comment to the source-issue thread
> - Additionally, runs whose source issue is already `blocked` (agent is
correctly idle, waiting on a human action) should never generate alerts
at all — silence is expected in that state
> - This PR fixes all three gaps in `createOrUpdateStaleRunEvaluation` /
`ensureSourceIssueCommentedForStaleEvaluation`: (1) skip when source
issue is `blocked`, (2) auto-record a dismissed_false_positive decision
when a closed evaluation exists with no prior watchdog decision, (3) add
an activity-log-backed idempotency guard so the source-issue escalation
comment fires exactly once per (sourceIssue, evaluationIssue) pair
across scan cycles and process restarts
> - The benefit is that agents correctly paused waiting on board-gated
blockers no longer generate repeated false-positive noise tickets,
board-closed evaluations are permanently suppressed without requiring a
second interaction, and source-issue threads no longer get spammed with
duplicate escalation comments

## What Changed

- `server/src/services/recovery/service.ts`:
- Added `blocked` source-issue guard: `if (sourceIssue?.status ===
"blocked") return { kind: "skipped" }` — idle output is expected when
the source issue is blocked
- Added `findClosedStaleRunEvaluation()` — queries for `done` evaluation
issues for a given run, ordered by most recent update (scoped to `done`
only so system-cancelled evaluations don't permanently suppress alerts)
- Added `hasDismissedFalsePositiveDecision()` — queries for an existing
dismissed_false_positive watchdog decision record
- Added closed-evaluation auto-dismiss: when a prior evaluation was
closed `done` on the board without any watchdog decision, auto-inserts a
dismissed_false_positive record so future scans skip via the existing
guard. The check-then-insert runs inside a transaction guarded by a
per-(company, run) `pg_advisory_xact_lock` so two overlapping scans
cannot both observe `hasAnyDecision = false` and both insert duplicate
rows
- Removed `blockedByIssueIds` mutation from the escalation path and
renamed `ensureSourceIssueBlockedByStaleEvaluation` →
`ensureSourceIssueCommentedForStaleEvaluation` to reflect that the
function now only adds a comment + activity log (no state mutation) —
evaluation issues are observability-only and adding them as hard
blockers created a self-amplifying loop (blocked→silent→new
alert→blocked again)
- Added activity-log-backed idempotency guard at the top of
`ensureSourceIssueCommentedForStaleEvaluation`: query the activity log
for a `heartbeat.output_stale_escalated` row with the same (sourceIssue,
evaluationIssue) pair and return false when one is present. The single
activity-log row written on the first successful escalation is the
suppression record for all later scans, surviving process restarts
- `server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts`:
- Added: "emits the source-issue escalation comment only once across
repeated critical scans" (covers the comment-spam regression path)
  - Added: "skips ticket creation when the source issue is blocked"
- Added: "suppresses repeat alerts when evaluation is closed on the
board without a watchdog decision"
- Added: "still allows re-arm after continue decision even when
evaluation is board-closed" (exception path: if any watchdog decision
exists, human opted in to lifecycle — honour it)

## Verification

```sh
pnpm exec vitest run server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
```

- All 18 watchdog tests pass locally
- Regression: source-issue escalation comment emits exactly once across
repeated critical scans
- Blocked source → no evaluation created (result.created === 0,
result.skipped === 1)
- Board-closed evaluation + no decisions → auto-records
dismissed_false_positive; second scan creates nothing
- Board-closed evaluation + continue decision → second scan still
creates (re-arm preserved)

## Risks

- **Low risk.** The blocked-status guard is a pure early-return that
adds no state mutation. The auto-dismiss path only inserts a record when
no decisions exist — it cannot fire for runs where a human has opted in
to the watchdog lifecycle via snooze/continue. Removing
`blockedByIssueIds` from the critical-escalation path is safe because
evaluation issues are already parented under the source issue.
- The `dismissed_false_positive` auto-insert is now race-safe under
concurrent scans via `pg_advisory_xact_lock` keyed on `(companyId,
runId)` so the check-then-insert pair is serialized without requiring a
schema change.
- `findClosedStaleRunEvaluation` is scoped to `done` only (not
`cancelled`) so system code paths that cancel evaluation issues cannot
permanently suppress future watchdog alerts for the same run.

## Model Used

- Provider: Anthropic
- Model: Claude Sonnet 4.6 (`claude-sonnet-4-6`) for original change;
Claude Opus 4.7 (`claude-opus-4-7`) for follow-up review fixes
- Context: full repo read with tool use, running as SADE agent in
Paperclip Claude Code
- Mode: agentic code analysis + targeted edit

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots (no UI changes)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

## Cross-references and status (maintainer)

- Closes #4937
- Closes #5207
- Closes #5767
- Closes #5949

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 22:00:13 -07:00
deef1f479d fix(heartbeat): release execution lock on cross-agent reassignment (#5110)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Each issue can hold an execution lock via `issues.execution_run_id`,
so concurrent wakes for the same task either coalesce into the active
run or wait deferred
> - When the issue is reassigned to a *different* agent (e.g. board
operator changes `assigneeAgentId` from Coder → Reviewer + flips
`status` to `in_review`), the new assignee's wake is correctly sent down
the assignment-wakeup path
> - But the lookup `activeExecutionRun` still finds the previous holder
run as long as it is in `{queued, running, scheduled_retry}` — and
`enqueueAssignmentWakeup` falls through to the deferred-wake branch when
the holder agent does not match the new assignee
> - The trouble is the **queued** holder for the old assignee will never
start (the issue's status / target now belongs to someone else, the
relevant assignment trigger was the original one), so the lock is never
released, the deferred wake is never promoted, and the new assignee
silently never wakes
> - This pull request detects that situation right next to the existing
`cancelStaleScheduledRetry` cleanup: if `activeExecutionRun.status !==
'running'` AND the holder agent differs from `issue.assigneeAgentId`,
cancel the holder run, release the lock, and proceed with a normal
queued wake instead of deferring
> - The benefit is hand-offs across agents become reliable — no more
silent stalls that operators have to unstick by manually cancelling a
queued run

## Linked Issues or Issue Description

- Closes #4058

## What Changed

- One new check in `reapOrphanedRuns()`'s peer function — the
`enqueueAssignmentWakeup` defer-detection block in
`server/src/services/heartbeat.ts` (around the lock-resolution code
immediately following `cancelStaleScheduledRetry`):
- If `activeExecutionRun` exists, its `status !== 'running'`, and
`activeExecutionRun.agentId !== issue.assigneeAgentId`, mark the holder
run as `cancelled` with errorCode `lock_released_on_reassignment`,
cancel its corresponding wakeup request if any, and null
`activeExecutionRun` so the lock-clear branch right below proceeds to
release `executionRunId` / `executionAgentNameKey` / `executionLockedAt`
and the wake gets enqueued normally.
- `running` runs still defer (legitimate concurrency).
- Same-agent queued/scheduled holders still defer (legitimate coalesce).
- Total +37 lines, no API change, no schema change.

## Verification

```sh
# Existing reaper tests still pass — exercises the lock-resolution path
pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts --no-coverage
# expected: Tests  39 passed (39)

# New regression test for the cross-agent lock-release race
pnpm exec vitest run server/src/__tests__/heartbeat-lock-release-on-reassignment.test.ts --no-coverage
```

Manual reproduction (matches an incident we hit running a small Coder +
Reviewer company):

1. Coder pickup heartbeat schedule fires; paperclip queues a Coder run
and pre-allocates the lock by recording `issues.execution_run_id =
<queued-coder-run-id>` for the pickup issue.
2. The Coder run sits in `queued` because the agent's slot is busy
elsewhere (`maxConcurrentRuns: 1`).
3. Operator (or CEO) PATCHes the issue: `assigneeAgentId: <coder>` →
`<reviewer>` together with `status: in_progress` → `in_review`.
4. Paperclip creates the Reviewer assignment wakeup, but stores it as
`deferred_issue_execution` because `activeExecutionRun` is the queued
Coder run.
5. **Before this PR**: Reviewer never wakes; the deferred wakeup waits
for the queued Coder lock holder which never starts (the issue is no
longer the Coder's). Operator has to `POST
/api/heartbeat-runs/<queued-coder>/cancel` manually to unstick the
chain.
6. **After this PR**: paperclip recognizes the holder is non-running and
belongs to a now-foreign agent, cancels it inline, releases the lock,
and queues the Reviewer wake normally — Reviewer wakes on the next
heartbeat tick.

## Risks

- **Low**. The new branch only fires when both conditions are true:
- The holder run is **not** `running` — `running` runs still defer (we
never interrupt active work).
- `activeExecutionRun.agentId` is different from the issue's *current*
`assigneeAgentId` — i.e. the assignee was just changed, the old holder
is bound to the prior owner.
- The cancel uses errorCode `lock_released_on_reassignment` so operators
can grep for it; the corresponding wakeup is also cancelled in the same
transaction so we do not leave an orphan wakeup request.
- No DB schema change, no public API change, no UI change.
- Sits next to the existing `cancelStaleScheduledRetry` cleanup pattern,
so the behavior is locally consistent with how stale schedule retries
are already cleared.

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), 1M-context build, extended
thinking + tool use enabled. Used to trace the lock-acquire / defer /
promote paths in `heartbeat.ts` from the live incident, design the
minimal-blast-radius fix next to `cancelStaleScheduledRetry`, and
produce this PR description.

## 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 (39 in the directly
affected suite, plus the new regression test)
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A (server-side wakeup routing)
- [x] I have updated relevant documentation to reflect my changes —
in-line code comment explains the new branch
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

## Cross-references and status (maintainer)

- `Closes #4058`

### Maintainer-added changes on top of the original commit

A second commit was added on top of @vbalko-claimate's original to pin
the cancel `UPDATE` for the queued/scheduled holder to the exact
non-running status read just above it. Without that predicate, a worker
that flipped the holder from `queued` → `running` between the `SELECT`
and the `UPDATE` could have its freshly-claimed `running` row silently
clobbered to `cancelled`. The new commit also gates the wakeup-request
cancellation and the `activeExecutionRun = null` assignment on a
non-empty `RETURNING`, so neither fires when the predicate misses. A
dedicated regression test
(`heartbeat-lock-release-on-reassignment.test.ts`) covers both paths:
the legitimate-running-holder defer case and the queued→running race.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: Devin Foley <devin@devinfoley.com>
2026-06-11 21:59:04 -07:00
9e81067678 fix: clear stale executionRunId on release, reassignment, and checkout (#2482)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issues are the unit of agent assignment; each assignment queues a
heartbeat run, and the agent claims ownership via a `checkout()` that
sets `checkoutRunId` and `executionRunId` on the issue row.
> - When a queued run never starts (crash, deploy, lost heartbeat) or a
different run picks up the work, the issue is left with a stale
`executionRunId` pointing at a terminal/missing run.
> - The next checkout attempt fails with "Issue checkout conflict"
because the fast-path `UPDATE` requires `executionRunId` to be null or
equal to the requester's run id, so the row is permanently locked until
an admin clears the column by hand.
> - This pull request closes that lifecycle gap in three places —
`release()` and `update()` clear the execution lock fields alongside the
existing `checkoutRunId` clear, and `checkout()` gains a guarded
stale-`executionRunId` adoption path that mirrors the existing
`adoptStaleCheckoutRun` pattern.
> - The benefit is that assignment-triggered issues self-heal after a
lost run instead of paging an admin to unlock them, while the adoption
path keeps the caller's `expectedStatuses` guard, preserves any pending
`assigneeUserId`, and preserves the original `startedAt` for issues
already `in_progress`.

## Linked Issues or Issue Description

- Closes #759
- Closes #1015
- Closes #1276
- Closes #1298
- Closes #2265
- Closes #2661
- Closes #2964
- Closes #3559
- Closes #4033
- Closes #4131

## What Changed

- `server/src/services/issues.ts` — `release()` now clears
`executionRunId`, `executionAgentNameKey`, and `executionLockedAt`
alongside `checkoutRunId`.
- `server/src/services/issues.ts` — `update()` clears the same
execution-lock fields on status change (away from `in_progress`) and on
assignee change.
- `server/src/services/issues.ts` — `checkout()` gains a stale
`executionRunId` adoption block that runs only when the row's
`executionRunId` points at a terminal/missing heartbeat run, the
caller's `expectedStatuses` still hold, and the requester is either the
existing assignee or the assignee is null. The `SET` clause preserves
`assigneeUserId` and only resets `startedAt` when the issue was not
already `in_progress` (matches `adoptStaleCheckoutRun` semantics).
- `server/src/__tests__/issues-service.test.ts` — two regression tests
covering the new adoption guards: (1) checkout refuses to promote a
`done` issue when `done` is not in `expectedStatuses`, even with a
lingering `executionRunId` pointer; (2) checkout adoption of a stale
`checkoutRunId` preserves the issue's `assigneeUserId`.

## Verification

- `vitest run src/__tests__/issues-service.test.ts` — 75/75 tests pass,
including the two new regression tests.
- `tsc --noEmit` clean.
- Manual repro of the original stuck-lock case: queue a run, mark the
heartbeat run terminal without releasing the issue, attempt a new
checkout — the adoption path now succeeds with the caller's
`expectedStatuses` guard intact instead of returning a checkout
conflict.

## Risks

- Low risk. The `release()` and `update()` changes are additive field
clears alongside the existing `checkoutRunId` clear and follow the same
conditions. The `checkout()` adoption block is gated by the same status
/ assignee / expected-statuses constraints as the fast-path `UPDATE` and
only fires when the prior run is verifiably terminal via
`isTerminalOrMissingHeartbeatRun()`. No migration. No public API change.

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), extended-thinking mode, tool-use
enabled (file reads, edits, shell, gh CLI). Used to address review
feedback on the original commit by Allen Lu (`alcylu`); follow-up fix
commit preserves the `expectedStatuses` guard, `assigneeUserId`, and
`startedAt` and adds regression tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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 (N/A — server-only)
- [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

## Cross-references and status (maintainer)

- Closes #759
- Closes #1015
- Closes #1276
- Closes #1298
- Closes #2265
- Closes #2661
- Closes #2964
- Closes #3559
- Closes #4033
- Closes #4131

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 21:58:04 -07:00
Dale CarmanandDevin Foley d782c4cd53 fix(heartbeat): prevent zombie run coalescing and ensure startup reap completes before timer ticks (#1731)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Agents run in heartbeats — short execution windows triggered by the
heartbeat service
> - The heartbeat service coalesces overlapping wakeups: if a run for an
agent is already active, a new wakeup merges into it rather than
creating a duplicate
> - But when the server restarts, in-progress runs are left in
`"running"` status in the database — their child processes are gone, but
the DB rows persist as orphans
> - The startup `reapOrphanedRuns()` was fired as a `void` promise — the
timer interval started immediately in parallel, so the first timer tick
could coalesce a new wakeup into an orphaned "running" row before the
reap had a chance to remove it
> - Once coalesced, the orphan's `updatedAt` refreshed, making the
reaper skip it as "not old enough" — a zombie run that prevents the
agent from ever waking again
> - This PR fixes both the coalescing guard (do not coalesce into a
zombie) and the startup ordering (await reap before starting the timer),
eliminating the death spiral

## What Changed

- **`server/src/index.ts`** — `startServer` now `await`s
`reapOrphanedRuns()` (with one retry) before calling `setInterval`.
Timer ticks cannot start until orphaned runs are cleaned up.
- **`server/src/services/heartbeat.ts`** — Added two exported pure
functions:
- `isZombieRun(run, tracked)` — returns `true` if a run is `"running"`
in the DB but has no live entry in the in-memory `runningProcesses` Map
- `filterZombieCoalesceTarget(target, tracked)` — returns `null` if the
coalesce candidate is a zombie, letting the wakeup fall through to
create a new queued run instead
- Both coalescing call sites now use `filterZombieCoalesceTarget` before
deciding to coalesce
- **`server/src/__tests__/heartbeat-zombie-guard.test.ts`** — 8 new
behavioral tests covering `isZombieRun` and
`filterZombieCoalesceTarget`, including the critical zombie scenario,
legitimate live runs, queued runs (must never be filtered), and null
pass-through

## Verification

```bash
# Run the new tests
pnpm test:run
```

Manual reproduction (before fix):
1. Start an agent on a timer heartbeat
2. Kill the server mid-run (child process dies, DB row stays
`"running"`)
3. Restart the server
4. Observe: agent never wakes again — subsequent wakeups coalesce into
the dead run, refreshing `updatedAt`, keeping it alive forever

After fix: startup reap clears the orphan before the timer starts;
subsequent wakeups create fresh queued runs.

The one pre-existing test failure (`worktree helpers > copies shared git
hooks`) is unrelated — it fails on `upstream/master` as well due to a
`pnpm install` failure in the test environment.

## Risks

- **Startup latency**: `await reapOrphanedRuns()` adds a small delay
before the timer starts. In practice this is a fast DB query. The retry
adds at most one extra attempt on transient failure.
- **Behavior change**: Wakeups that previously coalesced into zombie
runs will now create new queued runs instead. This is the correct
behavior — the zombie was preventing any forward progress.
- **Queued runs unaffected**: `isZombieRun` only flags `"running"`
status. Queued runs pass through `filterZombieCoalesceTarget` unchanged
(covered by tests).

## Model Used

- OpenAI GPT-5 via a Codex-style terminal coding agent with tool use and
git/gh access. Exact hosted alias is not exposed in this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have 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

## Cross-references and status (maintainer)

Refs #3168
Refs #4174
Refs #4697
Refs #6399

Related PRs checked: #4075, #4705, #5232, #6952
- [x] I have searched GitHub for duplicate or related PRs and linked
them above

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 21:54:32 -07:00
130219c0be fix(recovery): exempt stranded escalation when assignee shows recent visible progress (#5213)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The recovery service watches `in_progress` agent-assigned issues
every 30s and creates "Recover stalled issue …" child issues when
execution looks stranded
> - The `isRepeatedProductiveContinuationRecovery` branch escalates
after just **two consecutive productive continuation runs** — fine for
genuinely stuck agents that loop without doing anything, but a false
positive for batch workflows that legitimately advance every heartbeat
(e.g. multi-frame image generation that produces 1–2 frames + an
attachment per heartbeat)
> - In production this fired ~95 times for a 19-character batch run,
burning a recovery owner heartbeat each time
> - This pull request adds a "recent visible progress" exemption: if the
assignee posted a comment or any attachment within the exemption window
(default 30 min, env-tunable, 60s floor), skip the escalation and let
the normal continuation-retry path enqueue the next wake
> - The benefit is one platform tweak unblocks all current and future
batch workflows without weakening the genuinely-stuck case — agents that
go silent still escalate after the window elapses

## What Changed

- `server/src/services/recovery/service.ts`
- new `STRANDED_RECENT_PROGRESS_EXEMPTION_MS` constant (default 30 min,
override via env, floored at 60s)
- new `hasRecentVisibleProgress(companyId, issueId, assigneeAgentId,
windowMs)` helper — single parallel query against `issue_comments`
(filtered by `authorAgentId`) + `issue_attachments`, both using existing
indexes
- in `reconcileStrandedAssignedIssues`, the
`isRepeatedProductiveContinuationRecovery` branch now consults the
helper before escalating; on exemption it falls through to the existing
continuation-retry enqueue path
- new `recentProgressExempted` counter on the reconcile result, surfaced
in the periodic recovery log via the existing `...reconciled` spread
- `server/src/__tests__/heartbeat-process-recovery.test.ts`
- new test: recent agent comment → no escalation, continuation
re-queued, `recentProgressExempted: 1`
- new test: stale (24h-old) agent comment → escalation still fires as
before

## Verification

- `pnpm typecheck` — green across the workspace
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts` — 39/39 pass
(37 pre-existing + 2 new)
- Smoke after deploy: confirm Image Spec multi-frame generation no
longer creates `Recover stalled issue …` child issues per heartbeat

## Risks

- **Behavioral shift, low blast radius.** A genuinely-stuck agent that
posts cosmetic comments every <30 min would now escalate later instead
of immediately. Mitigated by:
  - Window is configurable via `STRANDED_RECENT_PROGRESS_EXEMPTION_MS`
- Other escalation paths are untouched (failed/cancelled/timed_out runs
still escalate immediately, paused-tree handling unchanged,
recovery-issue-on-recovery guard unchanged)
- Periodic recovery log now reports `recentProgressExempted` so a
runaway exemption is visible in operations
- No DB migration required — both `issue_comments` and
`issue_attachments` queries use existing indexes
- Backward compatible: pre-existing test "blocks stranded in-progress
work after a productive continuation retry was already used" still
passes unchanged because no comment is seeded → no exemption → escalates

## Model Used

- Claude Opus 4.7 (`claude-opus-4-7`), extended thinking, tool use
enabled. Investigation, change, tests, and PR body all human-supervised
through a Paperclip agent heartbeat.

## 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
- [ ] If this change affects the UI, I have included before/after
screenshots — N/A, server-only
- [ ] I have updated relevant documentation to reflect my changes — no
docs touched the previous behavior; the env knob is self-documenting via
the comment in `service.ts`
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge


## Cross-references and status (maintainer)

Rebased onto current `master`. No duplicate PRs absorbed.

Refs #6072 — related open report in the same
`reconcileStrandedAssignedIssues` /
`isRepeatedProductiveContinuationRecovery` family (stale
productive-continuation evidence). This PR does not fix #6072, but the
recent-visible-progress exemption added here shrinks the false-positive
surface in that branch and the new `recentProgressExempted` counter
gives operators visibility into the broader escalation path.

Co-authored-by: sunghere <sunghere@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 21:53:51 -07:00
LempkeyandDevin Foley e1e2cef928 fix(issues): accept array-form ?status= filter and stop crashing on repeated keys (#4628) (#4890)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Boards, agents, and the public REST API all read issue lists via
`GET /api/companies/:cid/issues`, with `?status=` as the most-common
filter
> - Express's default `qs` parser binds repeated keys to a `string[]` —
the conventional URL form `?status=todo&status=in_progress` is therefore
valid input
> - The service layer treated `filters.status` as a string and called
`.split(",")` unconditionally, returning HTTP 500 with `TypeError:
filters.status.split is not a function`. The same buggy pattern lived at
a second call site in the same file
> - This PR adds a small `parseStatusFilter` helper that normalizes all
four shapes the route can receive, routes both service-layer call sites
through it, and widens the `IssueFilters.status` type so the contract
stops lying about runtime reality
> - The benefit is a passive 500 disappears for any client (curl, board,
agent code) that builds `?status=` with array-style binding, and the
type system now forces every future caller to handle both shapes
correctly

## Linked Issues or Issue Description

- Refs #4628
- Closes #4084
- Related earlier attempt: #1964

## What Changed

- **`server/src/services/issues.ts`** — Added exported helper
`parseStatusFilter(input: string | readonly string[] | undefined):
string[]` that normalizes single strings, CSV
(`?status=todo,in_progress`), array (`?status=todo&status=in_progress`),
and mixed array+CSV; trims and filters empties. Widened
`IssueFilters.status` from `string` to `string | readonly string[]`.
Replaced inline `.split` call sites in `list()`, blocked-count
filtering, `count()`, and `countUnreadTouchedByUser()` with
helper-driven branching.
- **`server/src/routes/issues.ts`** — Replaced dishonest
`req.query.status` casts with `string | string[] | undefined` at both
issue-list and blocked-count entry points so the route contract matches
Express `qs` runtime behavior.
- **`server/src/__tests__/parse-status-filter.test.ts`** (new) — 10 unit
cases: undefined, empty string, single, CSV, array, mixed array+CSV,
whitespace trim, trailing/extra commas, no-mutation guarantee, hostile
non-string entry guard.
- **`server/src/__tests__/issues-list-query-parsing.test.ts`** (new) — 5
supertest cases against a minimal Express app whose handler mirrors the
route cast/forwarding pattern: single, CSV, repeated-key array, mixed
array+CSV, and no `?status` param.
- **`server/src/__tests__/issues-service.test.ts`** — Added
embedded-Postgres service coverage for array-form status filters through
`list`, `count`, and `countUnreadTouchedByUser` on current master.

**Why service-layer, not route-layer:** the bug is the service contract.
Fixing only at the route would leave other service-layer call sites
latent, keep `IssueFilters.status` inaccurate, and let future internal
callers reintroduce the same crash. Widening the type is the forcing
function that prevents recurrence.

**Why `parseStatusFilter` is exported, not file-local:** the helper has
direct unit coverage and keeps the normalization logic colocated with
its only current call sites.

## Coordination with prior work

- Supersedes **#4084** (thanks to @adlai88 for the original
report-and-fix). This PR additionally fixes the extra current-master
service call sites, widens `IssueFilters.status` so the type contract is
honest, replaces the incorrect route casts, and ships direct regression
coverage.
- **#1964** bundles unrelated route/service changes; this PR keeps scope
tight per CONTRIBUTING.md's one-PR-one-change guidance.

## Out-of-scope finding

While verifying all query-string status parsing sites, I found a sibling
bug in `server/src/services/execution-workspaces.ts:409` reachable from
`routes/execution-workspaces.ts:48`, where repeated `?status=` keys can
still hit the same `.split(",")` assumption. I left that out of this PR
to keep the review surface small.

## Verification

```bash
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/parse-status-filter.test.ts \
  src/__tests__/issues-list-query-parsing.test.ts \
  src/__tests__/issues-service.test.ts \
  --testNamePattern='parseStatusFilter|issue list status query parsing|accepts array-form status filters in list and count|excludes plugin operation issues from unread inbox counts'
```

Result on the rebased head: `3` files passed, `17` tests passed, `72`
skipped.

GitHub CI on PR `#4890` is green on the rebased head
`805731d3270783d0b80b33ee1dccdc6771febef6`, including `verify`,
`Typecheck + Release Registry`, `Build`, `e2e`, general tests,
serialized suites, Socket checks, Snyk, and `Greptile Review`.

Local workspace typecheck commands still encounter unrelated
current-master baseline errors under `packages/plugins/sdk` and
`server/src/services/company-skills.ts`; no failures were produced from
the `issues` files changed in this PR.

## Risks

- **Type widening blast radius:** `IssueFilters.status` widens from
`string` to `string | readonly string[]`. Any direct caller that still
assumes `.split()` on the input now gets a useful typecheck failure
instead of a latent runtime crash.
- **Behavior change:** `?status=todo,in_progress&status=done` previously
returned HTTP 500; it now returns HTTP 200 with the union of matching
statuses. Single-string and CSV behavior remain unchanged.
- **No migration. No breaking API changes. No new deps. No UI changes.**

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. — Confirmed: this is a bug
fix, not a feature. ROADMAP.md grep showed no overlap.

## Model Used

- **Claude Opus 4.7** (Anthropic), `claude-opus-4-7`, 1M context,
extended thinking. Used for problem scoping, implementation, and test
authoring; the final rebasing, PR prep, and verification updates were
handled in the maintainer 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 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

## Cross-references and status (maintainer)

- Closes #4084

---------

Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 21:52:43 -07:00
Jannes StubbemannandClaude Opus 4.8 606e74d11f cloud_tenant: company-scoped tenants, never instance-admin (#7525)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies, and a
single server instance can host many companies.
> - The auth middleware (`server/src/middleware/auth.ts`) supports a
`cloud_tenant` mode where a trusted hosting proxy injects per-request
identity headers, designed originally for one-deployment-per-tenant
setups.
> - In that original setup, granting every cloud tenant the
`instance_admin` role was harmless; on a **shared, multi-tenant pool**
it means any paying tenant is admin of the whole instance and can reach
every other tenant's data.
> - A tenant only needs to own its own company — which it already gets
via the company membership the same code path upserts — so
instance-level admin is never appropriate for `cloud_tenant` actors.
> - This PR removes the `instance_admin` grant from the cloud-tenant
path and pins `isInstanceAdmin: false` on the resolved actor.
> - Greptile review then surfaced a follow-up gap: deployments that ran
the pre-hardening build still have stale `instance_admin` rows in
`instance_user_roles`, which other lookups (BetterAuth session path,
board API keys, and the authorization service's own DB re-check) would
still honor.
> - The follow-up commit closes that gap by purging stale rows at the
cloud-tenant auth boundary and by teaching the authorization service
that `cloud_tenant` actors are never instance admins.
> - The benefit is that shared-pool hosting becomes structurally safe:
tenants are company-scoped owners, never instance admins — including on
deployments upgrading from the older behavior.

## Linked Issues

- Refs #966 — managed SaaS multi-tenant hosting is the deployment shape
this hardening protects.
- Refs #5015 — same problem space: instance-admin-scoped credentials are
too broad for multi-company instances; tenants need company-scoped
access.

Neither issue is fully closed by this PR; it removes the instance-admin
grant from the `cloud_tenant` trusted-header path specifically.

## What Changed

- `server/src/middleware/auth.ts`
- Removed the `instanceUserRoles` insert that granted every cloud tenant
`instance_admin`; `resolveCloudTenantActor` now returns
`isInstanceAdmin: false` (was `true`).
- `resolveCloudTenantActor` now **deletes** any stale `instance_admin`
row for the authenticated tenant user on every trusted-header request,
so grants left behind by pre-hardening deployments are purged at the
source (closes the Greptile P2: stale rows could otherwise re-elevate
the user via the BetterAuth session path, board API keys, or the
authorization service).
  - The function is `export`ed so it can be unit-tested directly.
- `server/src/services/authorization.ts`
- `authorizationService` previously re-checked `instanceUserRoles` from
the DB regardless of the actor flag, which would have elevated even
hardened `cloud_tenant` actors while a stale row lingered. Actors with
`source === "cloud_tenant"` are now never elevated to instance admin;
other board actors keep the existing lookup.
- `server/src/services/authorization.ts` +
`server/src/middleware/auth.ts` (follow-up commit `dc57a71c7`)
- CI on the merge ref surfaced that elevation removal alone strands real
cloud tenant users: board actors only ever reached `issue:read` /
`issue:mutate` through instance-admin elevation (`permissionForAction`
maps both to no grant key). `decide()` now grants `cloud_tenant` actors
with an **active membership in the resource company** the same read
surface as a same-company agent (`agent:read`, `company_scope:read`,
`issue:read`, `project:read`) plus `issue:mutate` for non-viewer members
— cross-company access stays denied (new `allow_company_member` reason).
- `resolveCloudTenantActor` seeds the standard role-default permission
grants (`ensureHumanRoleDefaultGrants`) so granted actions (e.g.
`tasks:assign`, `agents:create` for owners) work without elevation.
- Master-side route tests that stubbed cloud tenant actors with
`isInstanceAdmin: true` now seed a real membership and assert under the
hardened contract (`issue-identifier-routes`,
`multilingual-issues-routes`, `issue-comment-redaction`).
- Tests
- `server/src/middleware/cloud-tenant-actor.test.ts` (new): cloud tenant
is never instance-admin, is scoped to exactly the one company from its
stack, still upserts user/company/membership, purges stale
`instance_admin` rows, returns null without the server token, and maps
non-owner stack roles without elevating.
- `server/src/__tests__/auth-session-route.test.ts`: end-to-end
middleware regression — a user with a stale `instance_admin` row stops
being elevated via the session path once they authenticate through the
cloud-tenant path (with a control assertion showing the pre-purge
elevation).
- `server/src/__tests__/authorization-service.test.ts` (embedded
Postgres): a `cloud_tenant` actor with a stale `instance_admin` row in
the real DB cannot cross company boundaries, while a `session` actor
with the same row still resolves `allow_instance_admin`.

## Verification

Run from the repo root after `pnpm install --frozen-lockfile`:

```bash
cd server
npx vitest run src/middleware/cloud-tenant-actor.test.ts src/__tests__/auth-session-route.test.ts
# 9 tests passed
npx vitest run src/__tests__/authorization-service.test.ts
# 16 tests passed (embedded Postgres)
pnpm typecheck
# clean
```

Also ran the broader auth-related suites locally (`auth-routes`,
`authz-company-access`, `better-auth`, `adapter-routes-authz`,
`express5-auth-wildcard`): 8 files, 58 tests, all passing.

## Risks

- **This touches authentication and authorization paths directly.**
Mistakes here are security bugs in both directions; review accordingly.
- **Behavioral change for existing `cloud_tenant` deployments:** tenants
that previously (incorrectly) had instance-admin lose it — including the
ability to see/manage other companies on the instance. This is the
intended hardening, but any single-tenant deployment that relied on the
cloud-tenant identity for instance administration must provision a
separate admin identity.
- **The purge is destructive by design:** if an operator's
instance-admin identity is *also* provisioned through the cloud-tenant
headers (same user id), its `instance_admin` row will be deleted on the
next trusted-header request. Operators should hold admin through a
non-cloud-tenant identity.
- **Residual gap (documented, not fixed here):** a deployment that ran
the old cloud_tenant build and then *disabled* cloud-tenant mode keeps
stale rows until the affected user re-authenticates through the cloud
path. A data migration was considered and deliberately avoided: there is
no reliable SQL predicate for "cloud-tenant-provisioned user" (no source
column), so a migration risks deleting legitimate admins.
- No schema or migration changes; no UI changes.

## Model Used

- Claude Fable 5 (claude-fable-5, 1M context), extended thinking + tool
use, via Claude Code — this revision; original PR authored in an earlier
Claude Code 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 (none duplicate this; related issues Refs #966 / #5015 are
linked in the issue section)
- [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 (no UI changes)
- [x] I have updated relevant documentation to reflect my changes (no
existing docs reference `cloud_tenant` mode)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-11 17:59:32 -07:00
Harshit KhemaniandClaude Fable 5 d7f2f88323 fix(server): allow board members the null-mapped visibility actions agents already get (#7890) (#7935)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The authorization service (`server/src/services/authorization.ts`)
decides every actor's actions; `permissionForAction()` intentionally
maps read/visibility actions (`agent:read`, `issue:read`,
`project:read`, `company_scope:read`, `runtime:manage`, `secrets:read`)
to `null`, meaning "no explicit database grant required"
> - The board-actor path's `if (!permissionKey) return
deny(deny_unsupported_action)` guard caught those null-mapped actions
*before* any membership-based evaluation, contradicting the intentional
null mapping
> - Result (#7890): board users with active company membership see "You
have no agents" on the Dashboard — `filterAgentsForActor()` drops every
agent because `access.decide({action: "agent:read"})` denies
> - This pull request allows exactly those six actions for board users
with an active company membership, mirroring the agent actor path's
standard-trust policy so board and agent actors behave consistently
> - The benefit is board members can actually see their company's
agents, issues, and projects, while everything else (including
`agent:wake` and `issue:mutate`, which have no board analog today) keeps
its existing deny

## Linked Issues or Issue Description

Fixes #7890

## What Changed

- `server/src/services/authorization.ts`: inside the board path's
null-`permissionKey` branch, the six null-mapped visibility actions
(`agent:read`, `company_scope:read`, `issue:read`, `project:read`,
`runtime:manage`, `secrets:read`) now resolve via `getActiveMembership`
— active membership → `allow` with the pre-existing
`allow_simple_company_member` reason; no membership →
`deny_missing_membership`. All other null-mapped actions (`agent:wake`,
`issue:mutate`) keep `deny_unsupported_action`.
- `server/src/__tests__/authorization-service.test.ts`: three regression
tests in the existing embedded-postgres suite — member allowed the
visibility actions, non-member denied with `deny_missing_membership`,
and `agent:wake`/`issue:mutate` still denied.

## Verification

- `npx vitest run server/src/__tests__/authorization-service.test.ts` →
20 passed (17 pre-existing + 3 new) against embedded postgres.
- `pnpm --filter @paperclipai/server typecheck` → clean.
- Policy rationale: the agent actor path's standard-trust branch already
allows these same six actions company-wide (`allow_company_agent`); this
PR gives board members the identical set, per the issue's note that the
null mapping means "no explicit grant needed". `agent:wake` is self-only
for agents and `issue:mutate` is assignee-gated — neither has a board
semantic today (no route invokes them for board actors), so both
intentionally keep the unsupported-action deny.

## Risks

- This is authorization code, so reviewed conservatively: the change
only affects the board (session user) path, only for actions that
returned `null` from `permissionForAction()`, and only flips deny→allow
when an **active** company membership exists. Instance admins and
`local_implicit` boards were already allowed via earlier short-circuits.
- Viewer members keep the four read-only visibility actions but are
denied `runtime:manage` and `secrets:read` (`deny_missing_grant`),
matching the `tasks:assign` viewer carve-out in the same board block
(added in review follow-up 55f3b40).

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code, agentic
mode with tool use (subagent implementation + independent adversarial
review subagent), extended thinking enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (none found for #7890)
- [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 — server-only; the UI symptom is "no agents" with no
styling change)
- [x] I have updated relevant documentation to reflect my changes (N/A —
no docs describe the board permission mapping)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-11 17:58:46 -07:00
7058d7b6c3 fix: auto-complete approved review comments (#5839)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issue lifecycle and review handoff rely on a comment-driven
"approve" gesture from the active reviewer to transition `in_review` →
`done`
> - The original auto-completion path matched approval markers loosely
and split the comment insert from the status transition, which let `NOT
APPROVED` close issues and let a 422-on-status-change leave an orphan
comment behind
> - That broke the safety expectation that a rejection comment can never
auto-complete an issue, and that observable state (comment+status)
cannot diverge from intended state
> - This pull request tightens the approval regex against negated
phrasings and wraps the comment insert + status transition + execution
decision in one transaction so a failed transition rolls the comment
back
> - The benefit is that reviewers can post negated phrasings safely, and
any failure in the auto-approval transition leaves the thread unchanged
instead of in a half-applied state

## Linked Issues or Issue Description

### What happened?

The comment-driven auto-approval path in `routes/issues.ts` had two
latent safety bugs surfaced during review:

1. The approval-detection regex matched negated phrasings such as `NOT
APPROVED`, `NOT APPROVED.`, `Do not approve`, `Not approving this`, so a
reviewer comment intended as a rejection could auto-complete the issue.
2. The auto-approval insert + status transition + execution decision
were not atomic. If the post-comment status update returned 422
(`unprocessable`), the persisted approval comment was left behind
without the corresponding state change, leaving the thread half-applied.

### Expected behavior

- Negated approval phrasings (`NOT APPROVED`, `not approved.`, `I do not
approve`, `not approving this`, etc.) must never trigger
auto-completion. Positive controls (`Approved`, `LGTM, approved`) must
continue to trigger it.
- A failed status transition must roll back the corresponding approval
comment so observable state and intended state never diverge.

### Steps to reproduce

1. Open an `in_review` issue assigned to a reviewer.
2. As the reviewer, post `NOT APPROVED` as a comment.
3. Prior to this fix: the issue auto-transitions to `done`. After this
fix: the issue stays `in_review`, the comment lands, and no transition
fires.
4. Separately, induce a 422 on the post-approval status update (e.g.
concurrent delete). Prior to this fix: the approval comment is persisted
but the issue stays `in_review`. After this fix: the comment is rolled
back along with the failed transition.

### Paperclip version or commit

Branch tip `ca60f00276` at the time of this submission. Targets
`master`.

### Deployment mode

Affects both hosted and self-hosted deployments. Behavior is server-side
only.

## What Changed

- Tightened the review-marker approval regex in
`server/src/routes/issues.ts` so it rejects negated phrasings while
preserving positive controls.
- Required structured `kind: review` / `decision: approved` metadata
adjacent to the markdown approval marker (rejects blank-separated
structured approval and mismatched actor kinds).
- Wrapped the auto-approval comment insert, status transition, and
execution decision in a single drizzle transaction in
`server/src/routes/issues.ts`, threading the transaction handle through
`addComment` in `server/src/services/issues.ts` so a concurrent delete
or 422 transition rolls back the comment.
- Added a dedicated activity log entry for the post-approval status
transition and skipped stale `issue_commented` wakes that arrive after
the auto-approval transition.
- Added 61 regression tests in
`server/src/__tests__/issue-comment-reopen-routes.test.ts` covering
negated phrasings, positive controls, structured-metadata adjacency,
actor-kind matching, atomic rollback on transition failure, and
stale-wake suppression.

## Verification

- `cd server && npx vitest run
src/__tests__/issue-comment-reopen-routes.test.ts` → 61/61 passing
locally.
- Typecheck on changed files passes locally.
- All required CI checks expected to be green on this branch tip.

## Risks

- Low risk. Changes are localized to the comment-driven auto-approval
path; existing `addComment` callers are unaffected (the new transaction
handle parameter is optional and defaults to the top-level `db`).
- The transaction wrapper changes observable timing very slightly
(single tx vs. two-step), but the only externally visible effect is
atomicity — failures now leave no orphan state.
- Regex tightening is opt-out safe (positive controls still match) but
if a reviewer in the wild used a creative phrasing not covered by the
regression set, they may need to repost as `Approved`.

## Model Used

- Provider: Anthropic
- Model: Claude Opus 4.7 (`claude-opus-4-7`)
- Capabilities: extended thinking, tool use, code execution

## Checklist

- [x] I searched for similar open/closed PRs and confirmed this is not a
duplicate
- [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 either linked existing issues or 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] I have considered and documented any risks above

---------

Co-authored-by: Tommy <tommy@Mac-mini-Anton.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-06-11 17:54:07 -07:00
d2ef767712 fix(heartbeat): clear orphan execution locks on every issue when a run finalizes (#4318)
> **Note (rebase, 2026-06-11):** this PR was rebased onto current
`master` again after #6008 (`Clear stale checkoutRunId on run
finalization and add backstop sweeper`) landed. See "What Changed" below
for how the previous narrow per-issue checkoutRunId clear from #6008 is
now subsumed by a single bulk-update pass over every sibling that still
references the finalizing run, with the two columns cleared in separate,
scoped UPDATEs so retry pointers are not clobbered.

## Thinking Path

> - Paperclip orchestrates AI-agent companies; issue execution ownership
is gated by `executionRunId` / `executionAgentNameKey` /
`executionLockedAt`, and any checkout whose run doesn't match the stored
`executionRunId` is rejected with 409 "Issue run ownership conflict"
> - In production, a running company silently got stuck: multiple
in-progress issues ended up with `executionRunId` pointing at heartbeat
runs that had already finalized hours earlier, so every new agent
checkout returned 409 and the issues stayed marked blocked forever
> - Root cause: `releaseIssueExecutionAndPromote` only resolved and
cleared the execution lock on one issue per finalizing run (the run's
`contextSnapshot.issueId`, or `rows[0]` when no context issue existed),
but `enqueueWakeup`'s "legacy run" fallback can stamp the same `run.id`
onto sibling issues' `execution_run_id`, so the siblings were left as
orphans
> - #4258 shipped a *reactive* fix for this bug class in `issueService`:
`clearExecutionRunIfTerminal` now self-heals a stale execution lock on
the next ownership-gated access (`checkout`, `assertCheckoutOwner`,
`release`) to each affected issue, and `release` now unconditionally
clears the three execution-lock fields
> - #6008 shipped the *symmetric* fix for the `checkoutRunId` column
(per-issue self-heal in `releaseIssueExecutionAndPromote`,
`clearCheckoutRunIfTerminal` helper, and a backstop sweeper)
> - This PR adds the *proactive* half at the point of run finalization,
and generalizes #6008's per-issue checkoutRunId clear to every sibling
that still references the finalizing run. After this PR + #4258 + #6008,
orphan locks are cleared at the moment the run ends (across both
execution and checkout columns, on every affected sibling), not only on
the next access attempt to one of them

## Linked Issues or Issue Description

- Closes #4194
- Closes #201
- Closes #3904

## What Changed

- **`server/src/services/heartbeat.ts` —
`releaseIssueExecutionAndPromote`:** lock the context issue (when set)
**and** every issue still referencing the finalizing run via either
`execution_run_id` or `checkout_run_id`, under a single `SELECT ... FOR
UPDATE ORDER BY id` (deterministic lock acquisition across concurrent
finalizations). Then issue two scoped bulk `UPDATE`s in the same
transaction:
- one clears `executionRunId` / `executionAgentNameKey` /
`executionLockedAt` on every issue whose `executionRunId` still matches
this run,
- the other clears `checkoutRunId` on every issue whose `checkoutRunId`
still matches this run.

The split avoids clobbering a retry's `executionRunId` pointer: in the
codex-transient-upstream and process-loss retry paths, `executionRunId`
is moved from this run to the retry run before
`releaseIssueExecutionAndPromote` runs, while `checkoutRunId` is left
pinned at the failed run. A single combined `UPDATE` with an `OR`
predicate would null the retry's `executionRunId` in that case — these
two scoped UPDATEs do not.

The deferred-wake promotion contract is preserved: pick the run's
context issue when present, else the first candidate (matching the
legacy `rows[0]` selection under the new ordering). Recovery-agent
fields added by a concurrent master change (`taskKey`, `recoveryAgent`,
`recoverySessionBefore`, `recoveryAgentNameKey`, and the extra
`assigneeAgentId`/`assigneeUserId` columns used downstream for
`issueNeedsImmediateRecovery`) are fully preserved through the merge.
The workspace-validation-failed recovery-comment path added by master is
also preserved on the primary issue.
- **`server/src/__tests__/execution-lock-orphan-cleanup.test.ts` (new, 6
tests):** multi-issue cleanup on finalize (2 issues); higher fan-out (4
issues) exercising the bulk `UPDATE` path; finalization of a run without
a `contextSnapshot.issueId`; cross-company isolation under a
pathologically cross-tenant `executionRunId`; unrelated-run locks are
never touched by a sibling run's finalization; and a dedicated test for
the `checkoutRunId` bulk-clear path that proves the split-UPDATE
invariant by seeding a sibling whose `executionRunId` already points at
a retry run while `checkoutRunId` is still pinned at the finalizing run
— the test asserts the retry pointer is preserved and the checkout
column is cleared.

**Not in this PR:** `server/src/services/issues.ts` is intentionally
unchanged. The release-side changes from the previous revision of this
PR are fully subsumed by #4258 (`clearExecutionRunIfTerminal` plus
unconditional clear in `release`) and #6008
(`clearCheckoutRunIfTerminal`). The per-issue checkoutRunId clear added
in `releaseIssueExecutionAndPromote` by #6008 is replaced by the bulk
path here, which strictly widens coverage from "primary issue only" to
"every sibling that still references this run".

## Verification

- `pnpm install --frozen-lockfile` — clean
- `pnpm typecheck` (server workspace) — passes on the rebased branch
- Focused suite (8 files, 147 tests — `execution-lock-orphan-cleanup`
(6), `heartbeat-run-log`, `heartbeat-run-summary`,
`issues-checkout-wakeup`, `issue-execution-policy-routes`,
`issue-agent-mutation-ownership-routes`, `issues-service`, and
`issue-stale-execution-lock-routes`): **147/147 pass**.
- `heartbeat-process-recovery.test.ts` (52 tests): 51 pass; the one
failure (`queues exactly one retry when the recorded local pid is dead`)
reproduces verbatim on raw `master` with the PR's changes reverted, so
it is a pre-existing flake (also noted by the earlier CI-retrigger
commit on this branch).
- Regression evidence: reverting `server/src/services/heartbeat.ts` to
`master` while keeping the 6 new tests causes 5 of them to fail (the
finalization-cleanup tests, including the new
checkoutRunId-pointer-preservation test; the "unrelated-run locks never
touched" test passes either way — that's its purpose as a negative
control); restoring the fix returns to 6/6 green.
- `pnpm-lock.yaml` untouched; no migration required; no public API shape
change.

Repro-ability of the original production symptom:

```
# Seed an issue with executionRunId pointing at a finalized run
# (matches what enqueueWakeup's legacy-run fallback can produce)
UPDATE issues SET execution_run_id = '<finalized-run-id>',
                  execution_agent_name_key = 'ceo',
                  execution_locked_at = NOW()
 WHERE id = '<issue-id>';
# Any subsequent svc.checkout against this issue 409s until the
# lock is cleared. Before #4258, the lock stayed forever. After
# #4258, it self-heals on next ownership-gated access. After this
# PR, it's cleared at the moment the run finalizes so an untouched
# sibling issue doesn't rely on a later access to recover.
```

## Risks

- **Same bug class exists in two adjacent, untouched code paths in this
file** — `enqueueProcessLossRetry` repoints `executionRunId` only for
the context issue (not siblings stamped with the failed run id), and
`enqueueMissingIssueCommentRetry` locks all matching issues under `FOR
UPDATE` but only updates the first row returned. Filed separately as
#4319 with exact line refs so this PR can stay narrow.
- **No `activity_log` entry is emitted for secondary orphan issues**
whose locks are cleared by the new bulk UPDATEs — only the single
primary issue retains its existing promotion event stream. Callers that
audit lock transitions purely via `activity_log` may see orphan issues
flip to `execution_run_id = null` (or `checkout_run_id = null`) without
a matching event. Easy to add a batched log line in a follow-up if audit
completeness matters; the #6008 backstop sweeper already emits
`issue.stale_lock_cleared` for the catch-up path so this is mainly an
observability nicety for the proactive path.
- **UI polling shift** — `ui/src/pages/IssueDetail.tsx` and
`ui/src/lib/issueActiveRun.ts` key off `execution_run_id` for active-run
polling; clearing orphan locks at finalize (rather than waiting for next
access as in #4258's flow) means the "executing" UI state falls back
slightly faster when the underlying run has genuinely finalized.
Observable, but an improvement over showing stuck state.
- **Lockfile and manifests untouched**; no migration required; no public
API shape change.

## Model Used

- **Provider/model:** Anthropic Claude Opus 4.7 (the model this session
is running on, per Cursor IDE system context)
- **Harness:** Cursor IDE
- **Capabilities used:** extended/reasoning thinking mode; filesystem
and shell tool use; parallel subagent orchestration for a three-lens
readonly self-review (correctness+concurrency, regression blast radius,
test adequacy+style) before the initial push; targeted rebase conflict
resolution after #4258 landed and again after #6008 landed, combining
all three branches' changes to `releaseIssueExecutionAndPromote`
- **Context:** full repository plus live access to the running Paperclip
instance that exhibited the bug (the instance was unblocked via a
targeted DB intervention before this code fix was authored; the live
observation drove the root-cause analysis)

## 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 (the roadmap contains no references to heartbeat
execution-lock management or `releaseIssueExecutionAndPromote`)
- [x] I have searched GitHub for duplicate or related PRs and linked
them above (#4258 and #6008 are the closest prior art and are explicitly
cross-linked in the thinking path and "What Changed" sections; no other
open or merged PR touches `releaseIssueExecutionAndPromote`)
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template — see "Linked Issues or Issue Description" above
- [x] I have run tests locally and they pass (typecheck workspace-wide;
147/147 in the focused suite including #4258's and #6008's new tests)
- [x] I have added or updated tests where applicable (6 regression
tests; 5 of them provably fail on `master` without the code change)
- [ ] If this change affects the UI, I have included before/after
screenshots — *n/a, this is a server-only change; any UI polling effect
is documented under Risks*
- [ ] I have updated relevant documentation to reflect my changes —
*n/a, no user-facing or API docs reference
`releaseIssueExecutionAndPromote`*
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (the prior `verify` flake is
unrelated to this PR's change path and reproduces on unrelated branches;
documented above and in follow-up #4328)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(the only test-coverage gap Greptile flagged on the latest review — the
`checkoutRunId` bulk-clear branch — is now covered by the new 6th test
in this revision)
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Devin Foley <devin@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-11 16:39:47 -07:00
6f9801a46b feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The first-run experience (onboarding wizard) and the chat surfaces
(conference-room/board chat, task threads, composers) are the product's
front door — they decide whether a new operator understands "hire
agents, give them work, review results" in the first five minutes
> - Today those surfaces feel ticket-y and form-like: the wizard is a
static multi-step form that ends in an anticlimactic "Launch" screen,
the task composer and board chat behave differently from each other, and
agent-feed issue quicklooks misbehave (multiple flyouts open at once,
cards jump on hover)
> - We wanted to iterate toward a conversational, team-centric NUX — but
without risking the workflows of everyone already running Paperclip
> - This PR reworks the NUX behind a new default-OFF
`enableConferenceRoomChat` experimental flag: a capsule-motif onboarding
wizard that builds your team as you answer, a conference-room chat
surface, one shared ChatComposer across surfaces, brand-accurate status
chips, and feed-quicklook fixes — with the pre-existing UI
fork-and-frozen as `*Classic` components that flag-OFF users keep
> - The benefit is a complete, testable modern NUX that anyone can opt
into from Settings → Experimental, with zero default behavior change and
a clean path to either graduate or drop the experiment

## Linked Issues or Issue Description

No pre-existing GitHub issue — feature description per
`feature_request.yml`:

- **Problem / motivation:** Paperclip's onboarding wizard and chat
surfaces grew up as separate ticket-centric forms. New users get a
form-filling experience rather than the feeling of standing up a team;
the board chat and task threads use different composers with different
affordances; the agent feed's issue quicklook can stack multiple
popovers and shifts cards on hover.
- **Proposed solution:** A coherent NUX experiment behind one
experimental flag (`enableConferenceRoomChat`, Settings → Experimental,
default OFF): capsule onboarding wizard with an evolving team capsule,
conference-room chat, unified `ChatComposer`, team-centric copy, brand
status chips, quicklook single-flight fix. Flag-OFF users get the exact
pre-experiment UI via frozen `*Classic` forks, verified by an on/off
parity test matrix.
- **Alternatives considered:** (a) incremental unflagged restyling —
rejected: the changes interlock across surfaces and would drip risk into
every release; (b) a separate app shell / route for the new NUX —
rejected: too much divergence, the flag + classic-fork pattern keeps the
diff reviewable and reversible.
- **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a
lighter-weight way to talk to leadership agents... should still resolve
to real work objects"). This experiment is groundwork in that direction
(conference-room chat resolves to issues/tasks via the same composer
used in task threads) and does not change the core task-and-comments
model.

Related PRs found in the dedup search (same area, none duplicate this
work — they target the classic wizard, which this PR intentionally
leaves intact and mergeable):

- #5385 — Coach-driven onboarding: conversational entry +
agent-companies package import
- #5378 — Onboarding wizard: reusable adapter picker + probe card
- #6636 — ui(onboarding): friendly error surface + retry for the wizard
- #7005 — fix(onboarding): explicitly await first-task wake
- #2616 — fix: restore workspace directory config in onboarding wizard

## What Changed

- **Experimental flag plumbing** — `enableConferenceRoomChat` in shared
types/validators, server instance-settings service + API, Settings →
Experimental card with explicit enable/disable copy
- **Onboarding wizard** — classic wizard forked and frozen
(`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard
with a persistent evolving `AgentCapsule` (gradient/glow motif),
team-centric reframed copy, and a typing-dots intro (hardened with
fake-timer tests)
- **Conference-room chat** — flag-ON board-chat surface with agent
bubble name/icon headers and copy/vote/timestamp action rows
(`AgentBubbleActionRow`)
- **Unified composer** — shared `ChatComposer` adopted across surfaces;
translucent surface + scroll-mask removal; "Agent mode"/"Plan mode"
relabels; no-assignee confirmation `AlertDialog` (new
`ui/alert-dialog.tsx` primitive); `@task` reference picker +
linkification in mentions
- **Agent feed** — single-flight issue-quicklook store (one popover at a
time), flyouts open to the left, removed hover translate-y jitter
- **Status chips** — brand-accurate task status chips behind the flag
(light/dark, 1px borders per paperclip.ing/brand)
- **Tests** — flag on/off parity matrix across IssueDetail,
NewIssueDialog, Sidebar, wizard, gate components; component tests for
all new pieces
- **Merge with `master`** — one conflict in
`ui/src/components/IssueChatThread.tsx`, resolved by keeping master's
new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside
the flag-gated metadata-row chrome (details in commit `21a5642a`);
post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`,
flag hook made safe for provider-less mounts (master's new isolated
component tests)
- **Branch hygiene** — internal design wireframes/mockups stripped
before the PR (they live in the Paperclip issue threads)
- No user-facing documentation changes required: the flag is
intentionally experimental and self-described in the Settings card; no
existing docs reference the affected surfaces

## Verification

- `pnpm run typecheck` — green across the workspace (ui, server, shared,
plugins)
- Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD):
**1593/1595 passing, 223/224 files** — the 2 remaining failures are in
`src/components/artifacts/ArtifactCard.test.tsx` and **fail identically
on pristine `origin/master`** (pre-existing upstream, unrelated to this
branch)
- Full server suite (`vitest run` in `server/`, same clean worktree):
results in PR checks; flag plumbing covered by instance-settings tests
- Targeted post-merge resolution check: `IssueChatThread`,
`IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`,
`ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`,
`InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing
- Manual walkthrough: flag OFF (default) → onboarding wizard, task
thread, board chat, composer all render the classic UI; flag ON via
Settings → Experimental → capsule wizard, conference-room chat, unified
composer, status chips active
- Screenshots: see below

**Flag on/off screenshots** (committed on this branch under
`screenshots/PR-8000-*`):

| Surface | Flag OFF (classic, default) | Flag ON (experimental) |
| --- | --- | --- |
| Settings → Experimental | ![settings
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png)
| ![settings
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png)
|
| Task thread | ![thread
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png)
| ![thread
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png)
|
| Home / nav | ![home
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png)
| ![home
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png)
|
| Conference Room (flag-ON only surface) | — | ![conference
room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png)
|

Capsule onboarding wizard walkthrough screenshots (flag ON) are attached
to the Paperclip design/implementation threads; the wizard requires a
fresh instance so it is captured via the e2e harness
(`tests/e2e/nux-phase4-screenshots.spec.ts`).


## Risks

- **Large surface, but gated:** all new behavior sits behind
`enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by
frozen `*Classic` forks plus an on/off parity test suite
- **Classic forks are frozen at the fork point (`e3aada1d`):** master
features added to the live thread component after that point (assignee
handoff chips, run status badge, composer mention coach) render in the
flag-ON path; the flag-OFF task thread keeps the fork-point behavior
until the experiment graduates (forks deleted) or is dropped (forks
restored as canonical). Called out for reviewer attention.
- **Merge-conflict resolution in `IssueChatThread.tsx`** (commit
`21a5642a`) deserves reviewer eyes: master's new handoff/run-status
components were kept; the base toast-style no-assignee flow remains
replaced by the AlertDialog flow introduced on this branch
- Schema/server changes are additive (one optional boolean instance
setting); no migrations of existing data

## Model Used

- Claude (Anthropic) via Claude Code running in the Paperclip agent
harness (agent: ClaudeCoder)
- Branch implemented across multiple agent sessions on Claude Opus-class
models with extended thinking + tool use (file edits, shell, Playwright
screenshots); merge/PR session model ID as reported by the harness:
`claude-fable-5` (Claude Code CLI)
- All code was agent-authored and board-reviewed through Paperclip issue
threads (plans, wireframes, confirmations) before merging

## 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 (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [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>
2026-06-11 16:32:55 -05:00
1413729a06 Build the Skills Store (#7990)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents increasingly depend on reusable skills, so the control plane
needs a first-class way to browse, inspect, install, version, and attach
those skills.
> - The old skills surface was mostly operational plumbing; it did not
give operators a store-like discovery flow, canonical detail URLs, rich
source/version context, or creation paths.
> - The backend also needed stronger contracts around company skill
metadata, versions, install counts, runtime materialization, and adapter
skill preferences.
> - This pull request builds the Skills Store foundation across DB,
shared contracts, server routes/services, UI, and Storybook.
> - The benefit is a more inspectable, operator-friendly skill workflow
that still preserves company-scoped control-plane boundaries and agent
runtime behavior.

## Linked Issues or Issue Description

No GitHub issue exists for this Paperclip work item. Paperclip task
refs: PAP-10846 and PAP-10921.

Feature request:
Paperclip operators need a single Skills Store experience where company
skills can be discovered, inspected, created, versioned, installed, and
attached to agents without relying on scattered operational screens or
implicit runtime state.

Related PR search:
- Searched GitHub for `Skills Store`, `company skills`, and `skill
detail`.
- Found several open skills-related PRs such as #7809 and #4409, but no
duplicate PR for this end-to-end Skills Store branch.

## What Changed

- Added the Skills Store backend foundation: company skill schema
fields, migrations, shared types/validators, and expanded server skill
routes/services.
- Added skill discovery, category navigation, canonical skill detail
routes, tabs, source attribution, version snapshots/diffs, install count
backfill, and creation flows.
- Updated agent skill preference handling so version selections survive
runtime mention injection and runtime skill materialization honors
pinned versions.
- Preserved unversioned skill assignments as live/current selections
instead of silently pinning them to the current version at assignment
time.
- Added focused regression coverage for company skill routes/services,
route helpers, UI behavior, skill version diffs, and runtime skill
version pins.
- Added Storybook coverage for Skills Store discovery/detail states and
updated the main layout navigation.
- Addressed Greptile findings around version creation races,
soft-deleted comments, fork metadata scoping, GitHub skill directory
fallback, runtime snapshot materialization, shared runtime
skill-selection helpers, and version-assignment semantics.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-project-env.test.ts
server/src/__tests__/heartbeat-runtime-skills.test.ts`
- `pnpm exec vitest run
packages/shared/src/validators/company-skill.test.ts`
- `pnpm exec vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/company-skills-service.test.ts`
- `pnpm exec vitest run
cli/src/__tests__/company-import-export-e2e.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-skills-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills-routes.test.ts
server/src/__tests__/heartbeat-runtime-skills.test.ts`
- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts`
- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx -t
"edits existing custom assignee model options from the properties pane"`
- `pnpm --filter @paperclipai/server typecheck`
- GitHub checks are green on `0823957a2`: Build, Canary Dry Run, General
tests, Typecheck + Release Registry, serialized server suites, e2e,
policy/review, Socket, Snyk, and aggregate `verify`.
- Greptile Review succeeded on `0823957a2` with `40 files reviewed, 0
comments added`; GitHub unresolved review threads: 0.

Not run in this heartbeat:
- Browser screenshot capture for the UI changes. This PR intentionally
omits screenshots per the Paperclip task direction not to add design
screenshots/images.

## Risks

- Broad feature branch touching DB, shared contracts, server, and UI;
reviewers should still scan merge conflicts carefully if `master` moves
again before landing.
- Skill version/runtime behavior is sensitive: pinned skill versions
must stay pinned while default selections should continue following the
current version.
- UI polish should get normal reviewer/browser attention before merge
because this PR includes a large Skills Store surface and screenshots
were intentionally omitted.

> 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 with tool use and local command
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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 (intentionally omitted per PAP-10921 direction)
- [ ] 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>
2026-06-11 14:02:09 -05:00