Commit Graph
307 Commits
Author SHA1 Message Date
DottaandPaperclip b11010b0d4 Simplify failure banners and show only the latest error (#16982)
Remove dashed failure dividers and show only the latest adjacent run or recovery error. Preserve permitted retries, pending state and unrelated notice boundaries. Add production-component Storybook examples and browser regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 14:29:39 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

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

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

Preserved CI failures and retries:

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


## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
DottaandPaperclip 2c96f76780 feat(connections): add model-backed prompt injection prevention
Add opt-in OpenRouter checks at existing tool-result boundaries with regex fallback, service accounting, and settings on Connections. Make migration 0362 safe to replay over existing or partially applied schema state.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 11:32:25 -05:00
DottaandPaperclip bc091f0a21 fix(recovery): recover retained workspaces before saved messages (#16906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stopped run can leave useful files in its original sandbox.
> - The server keeps that sandbox when it cannot confirm file copyback.
> - The task can then save new user input but offers no safe way to
recover the files.
> - A retry of the old agent turn can repeat work that already finished.
> - This pull request recovers files through the existing workspace
owner and delivers only saved human input.
> - The user can recover a task without certifying infrastructure facts
or losing completed work.

## Linked Issues or Issue Description

Refs #16883 and #16835 for publication receipts and verified process
termination.
Related: #16478 clears stale holds after copyback already succeeded.
This change performs the missing export and records its proof. #16901
manages the main GitHub response comment and does not perform workspace
repair.

**What happened?**

A failed run retained its workspace. A later user message stayed saved
behind a file-repair hold. The task asked the user to verify process
termination and file recovery but offered no repair control. Sending a
message could show an optimistic Working state and move the task to Todo
before admission succeeded.

**Expected behavior**

The harness should recover the original files when it can prove
ownership and termination. It should preserve newer edits and completed
operations. Only waiting user input may start another turn. Missing
evidence must keep the source held with a specific explanation.

**Steps to reproduce**

1. Interrupt a sandbox run before workspace finalization succeeds.
2. Retain its exact allocation and save a user follow-up.
3. Observe the file-repair hold and missing end-user repair path.

## What Changed

- Add source-bound background recovery for native and legacy runs. An
accepted native result is not required.
- Share the physical copyback lock and durable owner. Resume only the
exact stopped allocation, export files, verify persistence and obtain a
fresh stop receipt.
- Persist retry limits and idempotent requests on the existing recovery
record. Limit each server to two background exports. Add an indexed
candidate scan and a separate cleanup obligation.
- Add a task-editor recovery endpoint. Deny agents and viewers. Reject
caller-supplied stop or repair claims.
- Deliver waiting human input once through ordinary admission. Preserve
pause, approval, budget and assignment gates. Require historical
conversational-adapter evidence for legacy-to-Runner continuation.
- Include exact GitHub publication receipts in continuation context.
Preserve unknown effects and the original failed run.
- Show observed recovery progress, a transient-failure retry action and
specific service blockers. Keep saved messages visible. Suppress false
startup feedback and implicit Todo promotion behind a file hold. Hide
unavailable workspace links.
- Update execution semantics, capability maps and production-component
stories.

## Verification

- Red: the original read model failed the new recovery-progress
assertion; the other 23 checks in that file passed.
- Passed: recovery regressions with 28 cases with real PostgreSQL,
files, tar and Git operations. Lifecycle provider calls are controlled
test boundaries. Coverage includes native/legacy export, concurrent
owners, rollback after export, interrupted archive export with a new
database connection, lost replies, historical discovery, durable retry
limits, separate cleanup and saved-input delivery. The actual candidate
query uses its partial index with 3,000 unrelated history rows. A first
automatic repair can bind verified old-controller stop proof without an
accepted native result. Review also reproduced and fixed export-only
continuation and cleanup lost after a committed repair. Cleanup remains
discoverable without waiting input and after task reconciliation.
- Passed: two GitHub integration cases verify that continuation context
carries the existing publication receipt and does not write another
response. Company and task boundaries are checked.
- Passed: 293 continuation, workspace-sync, platform-receipt and OpenAPI
checks. After file repair, actual dispatch retains pause, cancellation,
approval, real budget-policy and assignment gates.
- Passed: 174 route checks, including editor admission, agent/viewer
denial and rejection of fabricated repair claims.
- Passed: 351 task detail, workspace properties and comment-reopen
checks after updating the new read boundaries and asynchronous
workspace-link expectations. Two new route cases keep held tasks Blocked
when a comment is saved.
- Passed: 265 task-thread and recovery-notice checks. The broader
continuation suite also passed; its new legacy migration case first
exposed a gap that the focused recovery suite now covers.
- Passed after rebase: `pnpm -r typecheck` and `pnpm build`. The later
master merge adds an unrelated permission migration; recovery migration
generation and safety checks passed after the merge.
- Passed: token gates, module boundaries, map structure and migration
checks. The recovery index is migration 0360 after current master.
- Browser: inspected the production recovery component and its
retry-to-queued transition with fixture data. The first dev dependency
load failed; a reload after optimization resolved it. This is UI
evidence, not a live provider recovery claim.
- Every test shard passed on final commit `bbbc09efb4`. The older local
`pnpm test:run` was stopped after the complete CI test matrix passed.
Local full typecheck and production build passed. The first CI build
compiled and booted, then lost its runner during the clean public
npm-install check. An isolated retry passed the build, production boot
and clean public npm-install verification.
- Greptile reviewed final commit `bbbc09efb4` at 5/5. All review threads
are resolved.
- The change is not deployed. Hosted recovery remains unverified until
the served revision includes this change.

## Risks

- Recovery crosses process, provider and persistence boundaries. Missing
or mismatched ownership, stop, descriptor or file evidence keeps the
hold. It never selects a replacement allocation or silently starts over.
- File recovery does not certify external action outcomes or authorize
replay. New input still uses normal execution admission.
- Historical sources without sufficient durable evidence can remain
blocked. Destructive reconstruction stays separate.
- The index migration is idempotent. It changes no task data. Snapshot
pruning follows repository policy.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and browser tools.
`gpt-6-astra` assisted earlier investigation. The runtime does not
expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:51:46 -05:00
Tonio 8723580071 fix(ui): refine task side panel tabs (#14949) 2026-10-19 19:26:23 -07:00
7b9334cd10 Draft: Build agent-ready design proposal system (#16875)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

`ui/` — React board UI and Storybook.

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 17:45:26 -07:00
DottaandPaperclip ac9459bae3 feat: configure company agent observability (#16874)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Companies use several agent harnesses and execution environments.
> - Operators need one place to select where native agent logs and
traces go.
> - An inference proxy would add a dependency to the agent request path.
> - This pull request supplies native OpenTelemetry settings to managed
Codex and Claude Code processes.
> - Company secrets protect destination credentials. Export failure does
not change the task result.

## Linked Issues or Issue Description

**Subsystem affected**

Company settings, shared contracts, database, server, adapters, and
runner.

**Problem or motivation**

An operator cannot configure a company destination for native agent logs
and traces. Manual harness configuration is hard to apply across local
and remote execution.

**Proposed solution**

Add one company destination: Braintrust or a custom OTLP HTTP/protobuf
endpoint. Apply a transient snapshot when execution preparation starts.
Keep credentials out of API reads, task environment manifests, recovery
files, and command arguments. Replace a warm process when its export
settings change and preserve its conversation.

**Alternatives considered**

Multiple destinations can use a user-operated collector for fan-out.
This change does not add a collector, an inference proxy, or transcript
scraping.

**Roadmap alignment**

This extends company settings, secret management, and support for
multiple harnesses. The maintainer requested this implementation.
Searches for observability and Braintrust found no duplicate company
destination feature. Related infrastructure tracing work in #16236 has a
separate content-free contract.

## What Changed

- Add strict schemas, revision checks, encrypted secret storage,
activity records, and board-only settings routes.
- Add explicit synthetic logs and traces tests with a bounded HTTP
request and sanitized results.
- Supply native Codex configuration and Claude Code environment values
through local and remote launch paths.
- Preserve Codex login refresh through the existing managed credential
link. Retain unsaved drafts across background reads. Require complete
custom header re-entry when the endpoint origin changes.
- Separate process export compatibility from conversation identity.
Isolate generated Codex configuration and preserve resumable sessions,
including remote home refresh after export changes.
- Advance the immutable Pi/Copilot source attestations for shared
environment and sidecar code changes. Keep their provider payloads
unchanged and retain prior identities for decoding.
- Redact destination credentials throughout launch diagnostics and HTTP
logs.
- Add the production settings form, Storybook states and journey,
documentation, and feature/access map entries.

## Verification

- Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks
exported to Braintrust. API readback and the Braintrust UI showed the
test records. A real remote Daytona Codex task exported through the
legacy `exec` path.
- Live tests exercised content capture off, export disabled, warm
conversation reuse, and a destination that accepted connections but
never replied. Agent work succeeded and export requests stopped at the
configured three-second timeout. The UI connection test returned “Test
payload accepted”; the saved API key stayed masked after reload.
- All current-head CI test lanes, typechecks, packaging/build checks,
and required aggregates passed on
`71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)).
Greptile completed on that exact commit at 5/5, with zero unresolved
review threads. The additional optional Paperclip Review check remains
queued waiting for its assigned agent.
- Local workspace typecheck and build passed. Focused verification
included 239 combined runner tests, 789 API/native-session tests, 107
Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the
affected Rust suites. Migration, token, map, Storybook catalog, and
Storybook build checks passed during acceptance. These checks ran at the
relevant implementation or merge boundary; the current-head CI is the
complete final gate.
- Managed AI credential projections now receive enabled and disabled
company export settings; genuine caller-owned Codex homes remain
untouched. Two regressions reproduced the skip before the repair. All
276 engine/lifecycle tests and adapter-utils typecheck pass afterward.
The launched TOML retains provider/MCP settings, credential continuity,
and redaction.
- Settings saves, removal, and the real company-deletion owner acquire
secret mutation ownership before database locks. PostgreSQL NOWAIT
probes cover all three paths; concurrent save/rotation/removal/deletion
requests settle correctly. The affected suites passed 137 tests,
followed by all 32 service/connection cases after expanded deletion
coverage. Server and Codex adapter typechecks pass.
- Codex source profiles use the effective CLI argument list. A spawned
fixture CLI reproduced both ignored-argument failures; all three
precedence/fallback cases now pass.
- Real tar staging reproduced remote conversation loss in both API-key
and subscription modes before the repair. Both now pass: changing
managed settings preserves sessions, archives, native indexes, and
refreshed subscription credentials. A corrupt upload preserves the prior
config and conversation.
- Preserved failure evidence: initial CI caught stale Pi/Copilot source
attestations, a missing test-harness helper, and packaging fixture/probe
mismatches; those were corrected and covered by focused checks.
Superseded heads had intermittent attachment-composer timeouts despite
successful uploads; [the original trace and screenshot remain
available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203).
The same attachment case passed on the final head: [25/25 tests in shard
3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051).
- A connection-fault fixture also exposed a stale pooled socket after
its hang case; closing fixture responses isolated scenarios and the full
affected suite passed.
- The broad local test run was not clean: database resource failures,
timeouts, an older cached module graph, and a stale optional-resource
manifest assumption were recorded. Focused checks passed after the
documented fixes. This does not establish a clean full local pass.
- Native remote Codex, remote Claude, and the full ACPX Codex bridge
remain unqualified. The direct Codex resume test does not establish full
bridge acceptance.

## Risks

- Native exporters perform network requests from each execution
environment. A server connection test does not prove remote
reachability.
- Prompts, assistant responses, and tool content are enabled by default
when supported. Native caps and harness-specific controls still apply.
- Caller-owned Codex homes are unsupported for automatic configuration
and remain untouched.
- Native harnesses and their tool processes can inspect export
credentials. The settings form and documentation advise using
ingestion-scoped credentials. Retained headers remain bound to their
saved scheme, host, and port; changing origin requires fresh values or
removal.
- Migration 0357 adds a company-scoped row and secret reference. It is
safe to reapply. Secret removal and company deletion use the existing
secret lifecycle.
- Slow or unavailable destinations must not block task settlement.
Export settings take effect at the next execution preparation boundary.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and
browser verification. The exact serving model ID and context window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 15:36:04 -05:00
DottaandPaperclip e6dcd1e8e9 feat: add Commentary to Audit with filters and shareable messages (#16884)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can submit suggestions and complaints while they work.
> - Operators currently need database access to read those messages.
> - That makes it hard to find feedback from one agent or share a
specific message.
> - This pull request adds a standard Commentary tab in Audit.
> - Operators can filter messages, browse 50 at a time, and share links
to full message dialogs.

## Linked Issues or Issue Description

Refs #15367, which added feedback storage and agent submission. The
duplicate search found no open PR for a commentary reader.

**Subsystem affected**

Server, shared API contracts, and the board UI.

**Problem or motivation**

Agent suggestions and complaints are stored but have no board reader.
Operators must query the database to inspect feedback.

**Proposed solution**

Add Commentary to Audit without an experimental toggle. Show previews,
agent and message-type filters, text search, and 50-message pages.
Opening a row updates the URL. A copied URL opens the full message with
its agent, task, and run context.

**Alternatives considered**

Direct database queries remain useful for operators, but do not provide
a normal product workflow. An experimental setting would add setup to a
read-only audit page.

**Roadmap alignment**

This completes the operator view for the existing feedback feature. It
supports human oversight and does not change agent execution or task
ownership.

## What Changed

- Add company-scoped, board-only list and detail endpoints with audit
permission and source-task privacy checks.
- Return bounded previews and counts. Fetch full bodies only when a
message opens.
- Add the Commentary tab, search, filters, 50-row pagination, and
URL-based selection. Audit tab destinations work in both layouts, with a
classic sidebar entry for Commentary.
- Add production Storybook examples for populated, filtered, linked,
long, paginated, empty, loading, failed, denied, mobile, and light
states.
- Update API documentation and the feature and agent access maps.

## Verification

- Final head `abc4a251c14cfbfec007542214beec528f2b18bf`: 55 checks pass;
two conditional Storybook checks are skipped. The PR workflow is
successful. Greptile is 5/5 with all findings resolved.
- Focused database, HTTP, submission, OpenAPI, and UI regression tests
cover company isolation, task privacy, filter bounds, 50-row pagination,
and copied message links.
- Browser Storybook journeys cover row opening, direct links, combined
filters, search, and pagination. Storybook uses synthetic API fixtures;
database authorization is tested separately.
- Token gates, feature maps, and Storybook catalog validation pass.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm build-storybook` pass on
the rebased branch. All 80 focused tests and all 37 Audit tests pass,
including the real App route table in both layouts, task
grant/revocation through HTTP, deleted-task privacy, and URL UI
regressions. The full suite passes in the parallel PR CI matrix. The
local serial full-suite run was stopped before completion after checking
the recorded 94-minute serial duration. Local focused tests, workspace
typecheck, production build, and final server/UI checks pass.
- The linked-message Storybook test initially asserted against the
loading dialog. It now waits for the message body; both direct-link and
row-open journeys pass.
- Native and legacy deleted-task privacy regressions failed before the
fix and pass afterward. The reader checks the run task binding after the
task foreign key clears.
- A rapid search-then-agent-filter browser regression reproduced the
search overwriting the selected agent. The pending search now restarts
when URL filters change. The same browser test passes with both filters
applied.
- CI found two existing AuditHub assertions that still expected five
tabs. They now assert the six-tab model and selected-company Commentary
rendering. All 37 Audit tests pass. All other test and build jobs passed
before this test-only correction.

- The [agent-chat attachment browser
test](https://github.com/paperclipai/paperclip/actions/runs/39307881171/job/118250189664)
timed out waiting for an attachment preview. The [same shard passed on
the prior
head](https://github.com/paperclipai/paperclip/actions/runs/39306658703/job/118245498343)
with identical application code; the intervening change only updates
AuditHub unit tests. The single retry passed on the same head. The
precise cause of the earlier failure remains unconfirmed.

## Risks

- Commentary may contain sensitive task context. The reader requires
board access and audit permission, and filters source-task visibility
before returning previews, counts, or full bodies.
- Text search scans stored message bodies. Pages are bounded and full
bodies are fetched on demand.
- Offset pagination can shift if new messages arrive while paging.
Ordering uses timestamp and ID for stable ties.
- No database migration or agent submission behavior changes are
required.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, tool use, browser
interaction, and code execution. The exact backend model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 14:21:13 -05:00
DottaandPaperclip 45b67f1d93 feat: default new Apple Silicon Claude agents to Paperclip Runner (#15993)
## Thinking Path

> - Paperclip lets users choose an agent harness and account.
> - The server resolves the runner for new agents.
> - Claude still needs the same ordinary native-default journey as
Codex.
> - Existing agents must retain their runner, model and account.
> - This PR defaults new Apple Silicon Claude agents to Paperclip Runner
with Opus 5.5.
> - Users can connect and work without a runner override.

## Linked Issues or Issue Description

Refs #15683. This PR depends on #15994 and precedes #15997. Related
scope: #15422, #13978 and #15224.

## What Changed

- Resolve new Apple Silicon Claude agents to `paperclip_runner`,
`provider: acpx`, `acpxAgent: claude`. Keep explicit Legacy, models,
provider routing and saved execution.
- Use `claude-opus-5-5` for ordinary Claude defaults and retain explicit
overrides.
- Reuse existing API-key/subscription connections, credential storage
and checks. Generalize the shared Advanced runner control with Claude
branding.
- Carry configured effort into the shared v9 contract. Preserve
compatible permissions, instructions, skills, timeouts and session
behavior. Require Legacy for unsupported settings.
- Qualify a new immutable managed Claude target at explicit Connect
through the existing permission-gated probe. Use fresh scoped discovery
for test and hire. Discard stale results and require an explicit Connect
after settings change.
- Retain merged Codex onboarding recovery, auth preparation,
import/effort corrections and Grok Bot gates.
- Check the Claude first-task wizard's saved default directly. Update
configuration/runtime documentation and exact Opus 5.5 accounting.

- Align hire fixtures with the merged host-environment restriction.
Native agent-authenticated hires cannot inject host env settings; both
creation endpoints verify that no extra agent is saved.

## Verification

- Updated onto master `9179d8dcc3e908c217fde4f63c9d08ccf8132eeb` through
#15994. Native input v9 carries effort while preserving v7 home modes
and v8 Muse. Codex defaults remain unchanged.
- Focused local verification passed 285 server tests, 323 UI tests, 124
setup/registry tests, and two v9 permission-pin transport cases. Direct
server/UI TypeScript checks passed. An initial 30-second hook timeout
was resolved by serial verification with a longer hook budget: all 122
credential/permission cases and 232 snapshot/environment cases pass.
Direct server TypeScript checking also passes.
- Ordinary web creation with the experiment disabled saved native
Claude, Opus 5.5 and High effort without runner/model overrides. The
actual product task and follow-up both succeeded on integrated source
`b2c9fe43f9cd3bc5dd9d22552da0148845ba71a4` with the cloud-built daemon
from `04e0202ca81387b17cbe7fd094a8338648356fe9`. The final master
reconciliation also changes shared runtime source. Historical proof
retains its source identity; a final-source cloud qualification is
running before refreshing the preview daemon.
- Both actual browser downloads were checked: v1 has three sections/six
checkboxes (451 bytes); v2 preserves the original body and adds two
Rollback checks (612 bytes). The original attachment stayed
byte-identical. The follow-up records session resume and the same
provider session. Total estimated API usage: $0.518432800, with no
pending/unpriced usage in the successful fixture.
- Fixed the live-discovered setup incompatibility: native API-key
validation no longer depends on the global Legacy Claude CLI. The
existing provider endpoint verifies the key without a paid prompt;
subscription/custom routing probes remain intact.
- Fixed security review's native-hire credential redirection:
agent-supplied URLs, proxy/launch settings and other host environment
controls are rejected before inheritance. Native credential references
remain supported and partial edits use the saved harness. Added
create/hire/update regression coverage.
- Current-head cloud CI is green. All three stack PRs have fresh
Greptile 5/5 reviews and zero unresolved review threads. Required
typecheck, test and build gates ran in cloud CI; Docker work stayed
remote. Earlier failed checks remain in their original runs.
- Docker and native release builds ran in cloud infrastructure. An
inadvertent local Rust prerequisite was stopped; no local Docker build
was run.

- The final master merge preserves task-loading, permission,
skill-retention and OpenRouter changes. Pi uses a fresh combined profile
27, preserving both historical profile-24 declarations; Copilot remains
profile 22. Focused protocol checks passed 155 cases (one skipped), the
updated Pi attestation check passed 18 (one skipped), and 91
evaluation/catalog checks passed.

- Latest-application manual continuation passed in 37.942 seconds on
`695e5c005a85bddc8711d3fcddcaf6b7e1fb64d0`, with High effort, native
Opus 5.5, Anthropic API attribution, the same resumed Claude session, an
independently checked 635-byte file and persisted Done status. It uses
the earlier verified Mac daemon; the preceding-source package
qualification passed at `dca62c7aeb4b45f0dd91a8e18d386a16a2658ef8`. That
package run predates the small TypeScript startup fix and is not
relabeled as qualification for it.
- Upgrade limitation: changed compiled sidecar identity rejected old
durable launch state and recovery hit session-open bounds before
eventually resuming. That attempt was operator-cancelled and retained;
the successful manual continuation does not qualify seamless upgrades.

- Local latency profile, Opus 5.5/High unchanged: three alternating
real-ACP loopback samples per variant reduce median provider-ready time
from 5.081s to 4.034s. The matched real API task startup improves from
5.533s to 4.348s, but total reply time changes from 17.933s to 20.221s
because agent work varies. This establishes a startup saving of about
one second, not a consistent total-reply speedup. A real candidate
follow-up passed in 20.146s and resumed the same saved session. The
loopback fixture makes no external model requests; failed initial probes
remain retained.
- The startup change passes 107 focused runtime/effort/lease tests, 53
profile checks (one skipped), TypeScript checking and the
TypeScript-only runtime build. Native hire fixture checks pass 70 tests;
their first local run retained a socket-hangup failure and stale
OpenCode expectation, both accounted for before the passing rerun.
Broader required checks run in cloud CI.

## Risks

- Missing packages, authentication rejection, unsupported settings and
unavailable models must fail explicitly. Existing agents retain saved
execution; explicit runner changes use existing revision/session
invalidation.
- Subscription follow-up remains unverified; remaining live acceptance
uses API keys per human steering. Historical accounting holds and the
separate $50 ceiling remain intact.
- The subscription acceptance limit remains explicit for review. No
Claude database migration is introduced.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 13:58:52 -05:00
DottaandPaperclip 23b2ceb0d1 feat(connections): add unified Google Workspace connector (#15545)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected Apps supply governed tools to those agents.
> - Google services currently require separate connections or one broad
request.
> - Users need one account and control over which services it can
access.
> - A picker must change the OAuth request, not just the screen.
> - This pull request binds selected services to consent and tool
access.
> - The benefit is simpler setup without enabling unselected tools.

## Linked Issues or Issue Description

**Subsystem affected**

Connections catalog, OAuth grants, and the MCP tool gateway.

**Current behavior**

Google setup uses separate service profiles. A combined request alone
cannot express the user's choice before Google consent. Accumulated
Google grants can be broader than a new request.

**Proposed behavior**

Offer one Workspace connection. Let users choose Gmail, Drive (including
Docs, Sheets, and Slides), and Calendar. Start all three with read and
write access. Let users disable groups or choose read-only access. Do
not offer Chat, Contacts/directory, or cross-service Search in new
setup. Bind selected scopes to durable OAuth state. Cap effective tool
access to both the saved request and provider-reported consent.

**Reason and benefit**

Users can choose services without managing several accounts. Existing
company, identity, agent, and action-policy controls remain in force.

**Breaking changes**

No database migration. Existing service connections and grants remain
supported. New Workspace requests require the companion broker change in
https://github.com/paperclipai/paperclip-cloud/pull/823. Old brokers
reject narrowed requests safely.

Related work: #14740 reduced Google scopes; #14774 introduced the
earlier catalog hold. #15412 proposes a separate Gmail REST
implementation. This maintainer-requested change extends the existing
Connections and governed tool gateway paths. It does not replace them.

## What Changed

- Add one Workspace catalog entry and a namespaced action catalog.
Retain legacy definitions and saved accounts.
- Use the approved production service picker in Apps and task-hosted
setup. Keep dropdowns between names and toggles. Block empty selection.
- Derive exact scopes from a closed registry. Default selection requests
nine scopes. New requests exclude Chat, Contacts/directory, and Search
scopes.
- Bind selected scopes through managed and customer-owned OAuth state,
callback, claim redemption, and refresh.
- Cap accumulated Google grants to the saved selection. Recheck
grant-specific permission at discovery, listing, and dispatch, including
cached actions.
- Restore the current subject's saved request on reconnect. Block on
grant-load failure. Preserve draft selection on cancel and retry. Do not
create an account on picker cancellation.
- Preserve healthy services during partial outages, without combining
grants across identities. Keep writes from being automatically replayed.
- Preserve the original 21-scope legacy Workspace envelope contract as
individual profiles evolve.
- Add production-component Storybook stories, request validators,
consent regression tests, and rollout guidance. Integrate the stories
with the current feature catalog while preserving their IDs.

## Verification

- Integrated branch merges current master and has no merge conflicts.
- Full workspace build passed on the integrated checkout.
- Token gates passed. Storybook catalog structure check passed: 283
files and 2,750 stories.
- Final affected app suites: 914 passed. This includes 502
database-backed service/gateway tests and 412
UI/shared/validator/broker-handoff/governance tests. The production
picker tests cover defaults, identity-specific reconnect, and
failed-load recovery.
- Full workspace typecheck passed after adding required current-master
Storybook annotations. The final UI build also passed.
- The full repository suite is still running and includes the two
pre-fix retry assertions. Both were updated for the current gateway's
explicit-retry contract and pass in the clean 502-test database run. No
complete final-head full-suite pass is claimed.
- The initial local database startup failure came from missing
native-library symlinks in the fresh dependency install. The package's
postinstall repair fixed it; the clean database-backed run has no
skipped tests.
- Broker focused suite: 47 passed, including real signed session →
callback → claim redemption and wrong-scope rejection. Full broker suite
before the final test-only follow-up: 3,562 passed, 103 skipped.
- Real integrated-app walkthrough: Connectors → Workspace →
customer-owned app → service picker. Verified all three defaults,
empty-selection blocking, cancel/reopen with the selected read-only
access preserved, preserved form values, and zero saved connections
after cancel. Credentials were synthetic; no Google grant was made.
- Current-head CI and Greptile review remain pending. Previous-head
results are not treated as current.

## Risks

Ship the companion broker before app instances send narrowed requests.
Enable the intended Workspace client/profile separately on the target
broker. This pull request does not deploy a tenant app, start a fleet
rollout, alter Google Console, or upgrade the pinned reviewer stack.

The three-group picker is not proof of live provider access. Before
production, verify a real selected-service grant, reconnect, refresh,
allowed reads/writes, and denied unselected actions on the isolated
staging reviewer app. Google verification and preview enrollment remain
separate requirements.

Legacy service profiles stay compatible. New grant metadata keeps
provider scope evidence separate from requested scope evidence. Missing
or unsupported evidence fails closed. No scope union across user or
organization grants is allowed.

## Model Used

OpenAI Codex, GPT-5-based coding agent, with repository editing, code
execution, and browser tools. The exact serving model ID and
context-window size were not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal issue
ID
- [ ] I have run all final-head tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 12:07:30 -05:00
DottaandPaperclip 5245959023 fix(github): simplify App reconnection and credential recovery (#16856)
Show clear GitHub connection recovery guidance and reconnect the saved App before requesting replacement credentials. Preserve PEM bytes through paste, upload, and retry, with production-page Storybook and browser regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 11:47:06 -05:00
DottaandPaperclip 9077748894 Remove the Pipelines experiment and preserve its data (#16834)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Pipelines was an unused experiment with its own UI, API, CLI, and
automation.
> - Keeping it leaves unsupported product surfaces and extra task-detail
queries.
> - Removing the experiment must preserve data that users already saved.
> - This pull request removes the feature and keeps its database schema
and migration history.
> - Cases and Routines remain available as separate features.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remove the unused Pipelines experiment across the application.

**Current behavior**

The experiment includes pipeline boards, stage settings, case
automation, review queues, learnings, permissions, and CLI commands.
Task detail also queries pipeline links.

**Proposed behavior**

Remove all these product surfaces and their implementation. Preserve
existing tables, records, and documents. Ignore the retired boolean in
older managed configurations so upgrades still start.

**Breaking changes**

Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are
removed. Task detail no longer includes the old `linkedCases` field. The
independent Cases API remains available. No database migration or
cleanup is included.

Related feature work: #7907, #9110, #10905, #11375, #13004, #14671,
#16133. Related issues: #9663, #10310, #10312. This removal supersedes
the feature; it does not implement those pending enhancements or delete
their saved data.

## What Changed

- Remove Pipeline UI pages, navigation, gates, clients, query keys,
helpers, and unused design tokens.
- Remove Pipeline REST routes, services, automation dispatch,
task-detail queries, and OpenAPI discovery.
- Remove the CLI commands, shared contracts, experimental flag, catalog
entry, and permission defaults.
- Remove feature-specific tests, tutorials, smoke scripts, maps, and
Storybook examples.
- Preserve database schema, migration history, and the reserved document
key used by old records.
- Keep Cases routes independent and cover obsolete stored and managed
settings.

## Verification

- Passed: `pnpm build` and `pnpm -r typecheck`.
- Passed: targeted settings, managed configuration, sidebar, settings
UI, routing, and feature-catalog tests. A first sidebar run caught a
shared Workspaces icon import; the import was restored and the sidebar
rerun passed.
- Passed: 40 tests covering Cases routes, OpenAPI discovery, retained
Pipeline table constraints, and schema snapshot drift.
- Passed: token gates, map validation, generated API metadata check,
Storybook catalog validation, and 28 map/catalog tests.
- Passed: isolated local browser verification of navigation and
Experimental settings with Pipelines absent; Cases and Routines still
open normally. Live GET/POST requests to retired Pipeline endpoints
return 404, and the retired setting is absent. CLI help has no Pipeline
commands.
- Passed: 22 access-service and agent-default-grant tests after
restoring unrelated permission assertions flagged in review.
- Local full run: `pnpm test:run` reported one failure in the unchanged
workspace-runtime port-allocation test. That test passed in an isolated
rerun. The long local run was stopped after full CI passed; it is not
reported as a complete local pass.
- Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2
conditional checks skipped), including build, typecheck, test shards,
and browser suites. Eleven interrupted CI jobs reported “The operation
was canceled”; their one-time retry passed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39255211006).
- Greptile: 5/5 on the final commit, with the only review finding fixed
and resolved.
- Sandbox socket restrictions affected the first build/API test
attempts. The same commands ran with local sockets available.

## Risks

- Existing Pipeline clients must stop using the removed endpoints and
commands.
- Existing data remains in the database and backups, but the removed UI
no longer displays it.
- Historical boolean `enablePipelines` values are ignored. They cannot
restore the feature.
- Cases and Routines must retain their separate behavior. Targeted route
tests cover this boundary.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, editing, shell
execution, and browser verification. The exact deployed model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 08:09:46 -05:00
DottaandPaperclip 6e89919631 refactor(storybook): check recovery disclosure visibility (#16828)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Recovery previews show when work can continue and when an operator
must inspect it.
> - Saved-source reconstruction keeps its inputs inside a closed
disclosure.
> - The browser query can find those mounted inputs while the disclosure
is closed.
> - The old assertion required the inputs to be absent and failed before
testing the disclosure.
> - This pull request checks that each input is hidden, then keeps the
existing open-and-inspect assertions.

## Linked Issues or Issue Description

Refs #16686.

The `SourceReconstruction` story fails with “Found multiple elements
with the role textbox” while its disclosure is closed. The inputs are
mounted but hidden. Their visibility is the intended contract.

## What Changed

- Assert that all reconstruction text fields are hidden before opening
the disclosure.
- Keep the checks for the saved attachment and the disabled continuation
button after opening it.

## Verification

- Baseline: the browser play function failed at `queryByRole("textbox")`
because it found two hidden fields.
- Treatment: the same story passes all six browser interaction steps.
Both hidden-field checks execute before the disclosure opens.
- All ten play-enabled recovery notice stories pass in the browser,
including automatic recovery, operator and reader blockers, missed
recovery, read failure, mobile, reconstruction, and queued continuation.
Revisiting automatic recovery after the error and reconstruction
fixtures also passes.
- Catalog validation passes. All 28 map and catalog tests pass.
- UI typecheck and token gates pass. All 57 current-head checks pass or
have their expected skipped state, including workspace typecheck, tests,
and build.
- Greptile scored this head 5/5 with no unresolved threads. The initial
description gate did not recognize Storybook play files as tests; the
assertion-only change is classified as a refactor and its rerun passed.
- These stories use production components with fixture data. They do not
prove provider recovery or a production deployment.

## Risks

Low risk. This changes one Storybook assertion. A regression that
exposes a reconstruction field before opening the disclosure still fails
the visibility check.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, xhigh reasoning, with tool use and code
execution. The host does not expose the context-window limit.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 06:57:56 -05:00
DottaandPaperclip 3858d2341d fix(recovery): default saved-monitor waits and keep task recovery quiet (#16686)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - A task must keep a durable path to its next action.
> - A provider can save a task monitor, then fail to yield because it
omits internal continuation fields.
> - An interrupted provider-pack check can then be reported as permanent
artifact incompatibility.
> - The task asks its user to certify recovered workspace files, even
though this is an operator responsibility.
> - This pull request derives the saved monitor continuation, bounds
verification retries, and removes that task form.
> - Normal recovery stays quiet. Unresolved holds retain inspection and
the existing safety checks.

## Linked Issues or Issue Description

**What happened?**

A yielded completion without `continuation` is rejected even after the
provider saves an eligible monitor on the task. Repeated attempts cannot
finish. Remote verification also treats timeouts and missing exit status
as artifact incompatibility. The task recovery notice exposes raw
diagnostics and asks the task user to certify infrastructure files.

**Expected behavior**

Use current persisted task state to fill routine continuation fields.
Retry interrupted verification reads within a fixed bound. Keep normal
recovery in the working state. Show a compact notice only when work
cannot safely continue.

**Steps to reproduce**

1. Save an eligible monitor on the active task.
2. Call `paperclip_finish` with `reportedWorkDisposition: "yielded"` and
omit `continuation`.
3. Return a timed-out remote provider-pack command with empty stderr
during recovery. Inspect the resulting task notice.

**Paperclip version or commit**

Source baseline: `aaeff418cf` (master integrated with its current task
visibility and saved-source reconstruction rules).

Related changes: #15824, #16104, #16451, #16493, #16690. This fix
complements saved-result recovery and verified pack reuse. It does not
replace their workspace ownership checks.

## What Changed

- Allow omitted or null continuation at the provider input boundary.
Read current authorized task context and fill a monitor continuation
only for the bound run and an eligible saved monitor. Keep accepted
results strict. Apply this to Codex, OpenCode, both direct and
production-sidecar ACPX paths, and external drivers. Reserve the
semantic call identity during the saved-context read and reject
cancellation or a changed run/turn.
- Bind the shared completion change and continuation helper in a new
Copilot v21 source declaration. Preserve v20 history and its decoder
support. Qualification stays pending.
- Expose the eligible continuation in task context. Completion admission
still checks persisted monitor state. No schedule is created or renewed
by the default.
- Retry read-only provider verification at most twice per command. Hold
exhausted reads with a distinct verification-unavailable cause.
Reattachment cannot renew the read budget through an unchanged
provider-attempt counter. Keep completed verification failures and wrong
versions incompatible.
- Remove the task file-certification form. Hide the notice only for a
matching durable recovery path without an unknown-action replay hold.
Keep missed retries, unsafe outcomes, and unresolved file holds visible.
- Add production-component stories for automatic recovery, blocked and
expired holds, reader access, persisted repair decisions, source
reconstruction, queued continuation, and mobile. Preserve master’s
guarded saved-source reconstruction choice after confirmed source
destruction. Update the execution contract and access maps.

## Verification

- Completion, helper, Codex, OpenCode, ACPX, and profile regressions
pass. After the sidecar review fix, 271 tests across the production
sidecar and three provider suites pass, plus 72 helper/profile tests.
The real sidecar MCP bridge tests cover saved-monitor acceptance,
no-monitor refusal, cancellation, duplicate call identity, and
raw-versus-forwarded semantic receipt hashes. The OpenCode tests also
cover eligible-monitor acceptance and refusal without one.
- The fresh full native executor suite passes all 743 tests. Four
profile, installation-integrity, and ACPX driver suites pass all 168
tests. The earlier CI fingerprint failure required a new immutable
source declaration; its follow-up Docker failure required the matching
context allowlist entry. Both fixes are verified locally. Targeted
server monitor, tool authority, and provider verification suites pass.
The probe tests include a real timed-out subprocess, an unrelated
responsive timer, transport errors, and completed integrity rejections.
- All 90 tests in the merged task notice, reconstruction choice,
recovery display, and lineage suites pass. They cover reader access,
live/missed/mismatched recovery, unknown outcomes, saved messages, retry
refusal, and removal of the file form. Both review findings have
failing-baseline/passing-treatment regressions: identical polling across
retry expiry, and a failed refresh after cached running activity.
- Browser walkthrough passed for automatic recovery, unresolved details,
a 390px mobile story, and the merged saved-source reconstruction and
queued states. The reconstruction control starts disabled and normal
automatic recovery shows only Working. The stories use production
components and fixture API data. They do not prove live cloud recovery.
- Token gates, map checks, and Storybook catalog generation pass. The
exact Docker context integrity command passes locally after adding the
new build declaration to its allowlist.
- Workspace typecheck and build pass on the final source, including the
versioned identity update. The final server and UI guards pass their
focused tests, typechecks, builds, and token gates. The final standalone
Storybook builds. The saved-monitor default retains master’s stricter
child-task visibility filter. Re-review caught an additional
production-sidecar validator before forwarding; the fix now defaults at
that boundary and has passing regression controls. After preserving
master’s new reconstruction capability, 68 targeted reconstruction,
tool-authority, and provider-verification server tests pass. The
current-master integration at `2a80050a0d` has a fresh 5/5 review with
zero unresolved threads. Its complete CI matrix, including Runner tests,
is the merge acceptance record.
- On the final master integration, local typecheck, build, and all 90
recovery UI tests pass. A concurrent runner run hit five 5-second
sidecar startup timeouts; an isolated sidecar run passed 86 tests and
timed out in the unrelated unsupported-bootstrap case. Those local
deadline failures remain recorded; the canonical CI Runner lanes use
their normal deadlines and pass. The unsharded local full-suite attempt
did not complete. It spanned source edits; the fresh native executor run
above passes. An unrelated workspace fixture timed out once and then
failed to reserve 32 contiguous ports on this host. Its unchanged-base
control and CI server suite pass. Full-suite acceptance uses the fresh
latest-head CI matrix; this PR does not claim a passing unsharded local
run.

## Risks

The default applies only to an eligible persisted monitor. An explicit
invalid continuation still fails validation. The added read occurs only
when a yielded report omits its continuation. Admission rechecks current
state after that read.

An interrupted verification command can add one extra 30-second probe.
Completed rejections stay closed. These probes do not change the pack,
launch provider work, or replay external tools. Two inconclusive reads
hold the original run. They do not schedule another reattachment with an
unchanged provider-attempt counter.

This PR’s pending Copilot v21 declaration binds the changed shared
contract, resolver, direct driver, and production sidecar sources. The
previous v20 declaration is immutable and remains decodable, but launch
requires the new exact identity. Qualification remains pending.

Task users lose the file-certification form. Board-authorized
source-only repair remains available through the resolution API with the
original evidence and stop-receipt requirements. This branch does not
deploy or recover historical held runs.

> This is a bug fix and UI polish within existing recovery behavior.
ROADMAP.md was checked.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, xhigh reasoning, with tool use and code
execution. The host does not expose the context-window limit.

## 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 (changed-area suites; the
full local run limitation is recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-18 21:43:15 -05:00
DottaandPaperclip 896f3c7f3b Add personal Muse operator setup and composer controls (#16450)
Add Muse invitation, connection readiness and scoped operator controls.

Keep connection state tied to the current company, person, agent and binding. Surface failed reads and invalidate stale cleanup observations; require current authority and exact readback. Preserve Dot/Grok setup, source-trust limits and existing design tokens.

Carry actual merged backend e6dcc6b095 through a normal forward merge. Preserve its project-write authority fix, existing migration bytes and upstream idle-serving behavior; no new UI behavior is authored by this source carry. Current-head CI and substantive review remain merge gates; final canonical and deployed-provider qualification remain separate.

Refs #16450.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-17 23:01:42 -05:00
DottaandPaperclip 32ede08918 fix(grok): copy pairing codes during agent reconnect (#16373)
Grok Bot reconnect showed a masked one-use code without a copy action. Add the shared Copy code control, preserve masking and copy-error feedback, and keep the code out of Bot instructions. Cover the reconnect flow and readiness wait in tests and Storybook, and update the user guide.

Verified head 1346f7a909: 55 checks passed, two optional skips, full tests/build/typecheck/E2E, and Greptile 5/5 with no unresolved threads. Local typecheck, build, token gates, Storybook build and focused regressions pass. Scoped Chrome copying and a fresh built story were verified with synthetic data. Actual Grok runtime qualification remains a release gate.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-14 22:22:54 -05:00
DottaandPaperclip 538bbd5478 fix(ui): configure Grok Bot through its external connection (#16338)
## Thinking Path

Paperclip coordinates an external Grok Bot through its authenticated
agent connection and routine. The shared configuration form only
excluded OpenAI Dot from local runtime controls, so Grok Bot inherited a
model picker, local paths, an AI account picker, and a generic runtime
test. These controls cannot configure the external Bot and the generic
test is not evidence of its webhook-to-MCP connection. Extend the
existing external-provider presentation gates and retain the dedicated
connection verification workflow.

Related implementation: #16219 and #16305. Searched open Grok PRs and
issues; the remaining matches concern the separate coding runtime or
unrelated coverage.

## Linked Issues or Issue Description

**What happened?**
An existing Grok Bot agent's Runtime page shows local model and runtime
configuration alongside its actual external connection controls.

**Expected behavior**
Identify the harness as Grok Bot, show its connection and routine
controls, and use Verify connection for authenticated two-way readiness.
Omit inapplicable local-runtime controls and model catalog queries.

**Steps to reproduce**
Create a Grok Bot through Invite external agent, then open its Runtime
settings. Before this correction, the shared form renders a model
selector and Test your agent despite the Bot owning its runtime.

**Paperclip version/commit**
Master after #16219; reproduced against the shared form at
8ffc5748a2.

## What Changed

- Treat Grok Bot and Dot as external providers when resolving local
configuration and model catalog queries.
- Identify Grok Bot directly in the harness field and keep its dedicated
connection, routine, and verification controls.
- Hide the generic runtime test for Grok Bot, including compact feedback
and externally registered test actions.
- Add regressions for compact and inline configuration and production
ConfigurationTab stories for connected, disconnected, and mobile states.
- Isolate generated documentation previews in separate iframes; verified
connected and disconnected states remain distinct across polling.
- Document the Runtime management path.

## Verification

- New regression failed in both variants before the correction; the four
focused UI suites pass: 131 tests, including existing native-provider
configuration coverage.
- Repository typecheck, production build, and token gates pass.
Storybook builds successfully.
- Used the built production ConfigurationTab in the browser: connected
health, credential replacement fields, disconnected reconnect, and a
375-pixel mobile layout with no horizontal overflow. These are synthetic
connection fixtures, not live-provider qualification.
- A full local database-backed suite is unavailable because this Mac has
reached its SysV shared-memory limit. The earlier diagnostic fixture
confirmed that limitation; no unrelated databases were stopped. Full
repository CI passes on 60119f1ce1: 55
checks successful and two intentional skips.

- Fresh Greptile review is 5/5 on the final head, with the
preview-isolation finding addressed and its thread resolved.

## Risks

Low risk: shared form presentation and unnecessary model queries change;
no authorization, secret storage, Runner execution, schema, or transport
behavior changes. Existing stored configuration remains intact.
Native-provider form regressions run in the focused suite; full
repository CI passes on the final head.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code editing,
shell tests, and browser verification. The host does not expose a more
specific serving-model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 17:23:18 -05:00
DottaandPaperclip 33d24e48ad fix(skills): simplify source rows, errors, and actions (#16310)
## Thinking Path

> - Paperclip manages agent skills from GitHub repositories.
> - Skills → Sources shows saved repositories and their sync status.
> - A saved source gained a second repository row when other projects
used the same repository and branch.
> - That row repeated the GitHub icon and branch, and it exposed project
names that did not help with source management.
> - The page also repeated the Installed navigation link and showed
refresh errors as separate lines of text.
> - Connection management also appeared under each source, where it
competed with source-specific actions.
> - This pull request shows each saved source once, groups error
details, and moves connection management into the menu beside Import
from GitHub.
> - The result is a clearer source list that keeps import and recovery
actions available.

## Linked Issues or Issue Description

**What happened?**

When a saved source shared its repository and branch with other
projects, Skills → Sources displayed a second GitHub header and the
names of those projects. The page also displayed an extra Installed
skills link and repeated Manage GitHub connection under source rows. A
failed refresh placed its timestamp and error on separate lines.

**Expected behavior**

Show one row for each saved source. Keep project names out of that row.
Keep the additional import action available in More. Put connection
management in the page actions menu beside Import from GitHub. Present
refresh errors as one readable notice with the time and review action.

**Steps to reproduce**

1. Open Skills → Sources in a company with one saved GitHub source and
another project that uses the same repository and branch.
2. Observe the repeated repository row and project names.
3. Open the Storybook journey `Existing source, more projects` to
inspect the same state. Open `Retained skills and retry` to inspect a
failed refresh.

**Paperclip version or commit**

The issue is present on base commit `739f9e40a4`.

**Deployment mode**

Built from source. The issue was also observed in a staging workspace.

## What Changed

- Remove project names, the duplicate repository row, and the redundant
Installed skills link from saved source rows.
- Put imports for additional projects in the source More menu. Show
brief import progress in the source metadata.
- Group source errors, attempt time, and the review link in a compact
notice. Add a Storybook journey and browser coverage for the
shared-repository state.
- Add a page actions menu beside Import from GitHub. Put Manage GitHub
connection there and remove the repeated inline links. Cover the menu
and keyboard focus in the Storybook browser suite.

## Verification

- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, `node
scripts/check-maps.mjs`, and `node scripts/storybook-catalog.mjs
--check` passed locally. The Skills sources unit suite passed 22 tests.
- All 18 repository-skills Storybook browser tests passed, including the
shared-source import, connection menu, mobile, and failed-refresh
journeys.
- A local full `pnpm test:run` was stopped after a server runner-API
test timed out. An isolated diagnostic identified macOS embedded
PostgreSQL shared-memory exhaustion. The PR passed all 55 CI checks,
including server test shards and end-to-end tests.
- Open the Storybook journeys `Existing source, more projects`,
`Automatically imported skills`, and `Retained skills and retry` to
inspect the compact source row, page actions menu, and grouped error
notice.

## Risks

Low risk. The visible import action for projects that share a saved
source moves to More. Connection management moves to a page menu and
opens the Apps catalog. People must open those menus to find the
actions. The import API and access checks do not change.

> I checked `ROADMAP.md`. This source-list correction does not duplicate
planned core work.

## Model Used

OpenAI Codex, GPT-6 family. The task runtime did not expose an exact
serving model ID or context-window size. The model used tool calls, code
edits, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 12:52:18 -05:00
DottaandPaperclip adb69e8f09 feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683)
## Thinking Path

> - Paperclip is the open source control plane for agent companies.
> - People choose a harness when creating an agent.
> - The server should resolve that harness to a qualified runner.
> - Codex is the first harness in the staged default rollout.
> - Saved agents must retain their execution choices.
> - New Codex agents therefore use Paperclip Runner on qualified
macOS/Linux targets, with an explicit Legacy override.

## Linked Issues or Issue Description

Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149.

The runtime/install prerequisite and release repair are merged. This
slice owns Codex creation, setup, configuration and preservation. Other
harness defaults remain unchanged. It adds no database migration;
incoming master migrations, required maps and regression coverage are
retained.

## What Changed

- Resolve `runner: auto | paperclip | legacy` at the common creation
boundary across onboarding, API/CLI, hires, built-ins, plugins and
imports. Freeze pending hires and export resolved execution choices.
- Preserve existing runners on upgrades, unrelated edits and import
updates, including compatible accounts, workspace settings, Codex effort
and intentional clears.
- Use the underlying harness picker and branding; put the runner
override in Advanced. Use the shared dropdown and update
production-component stories and creation contracts.
- Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64.
Linux requires GNU libc 2.39+. Disabled, external, unsupported and
unqualified combinations retain their applicable Legacy execution.
- Test the selected runtime/account/model/environment. Ordinary Connect
probes eligible immutable managed targets and refreshes scoped
discovery. Creation/discovery do not provision. Auth, dependency,
incompatible-setting and cleanup failures remain actionable without
changing runners.
- Keep setup probes read-only, preserve local/SSH isolation and resolve
packaged assets before staging credentials. Bound cleanup reads by the
remaining absolute deadline; physically close every owned ingress socket
before endpoint release. Unconfirmed cleanup retains recovery state.
- Preserve validated completed-onboarding callbacks through startup
recovery. First file-producing work belongs to the child task and uses
the existing dependency/block handoff and task-scoped registration.
- Reuse existing E2E fixtures, artifact checks, reporting and controls.
Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain
no Codex payloads; official optional npm platform dependencies remain.

## Verification

Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`.
**Merge-ready: required CI, fresh review, package qualification, Mac
core acceptance and Test task/follow-up acceptance pass.** The existing
attachment and native-continuity oracles independently verify both Test
downloads, run attribution and unchanged native/provider/workspace
identities. The maintainer authorized a code-owner-review exception for
this PR only. The first Test setup failure and normal Board
completion-review friction are retained below. Actual post-merge
packages and private Cloud distribution remain separate qualification
gates.

- [Current
CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625):
all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained
six simultaneous host-shutdown cancellations. One failed-only retry
passes those six lanes and two aggregates, preserving 40 successes.
Actual integration checkout `53104c1` combines this head with master
`c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile
5/5, 30 resolved threads, no actionable findings.
- [Exact-source package
qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239):
nine applicable jobs pass, nine conditional jobs skip. Four remote
native producers; Linux x64 clean install; Intel Mac, Apple Silicon and
Linux ARM64 native startup/physical cleanup controls. All 18
tarballs/four daemon source/hash/manifest bindings and 343 migrations
through 0344 verify. No Codex payload is packed. These hosted tarballs
are not a published npm canary.
- Normal Apple Silicon installation and credential-free native
startup/cleanup pass using the packaged daemon, with no source build or
provider turn. Fresh installed DB initialization passes. Upgrade
651a→1c03 preserves all three complete execution configs, accounts, ten
recorded run profiles, paused budgets, active incidents, cost summaries
and two historical unpriced events. Historical recovery state is
retained.
- Cleanup regressions: four delayed-read baseline failures become 15
passing deadline/authority controls. No-acknowledgement and prior-error
socket ownership regressions become 12 passing controls. Direct
runtime/server types, maps: 35 areas / 176 IDs, diff checks and
independent reviews pass. Permission/auth/reconnect policy and the
10-second setup budget remain intact.
- Existing source coverage includes creation/selection/imports, pending
approvals, recovery, account/lifecycle handling, mounted forms,
dropdowns and E2E support. Full typechecks/tests/build/token and
applicable Storybook checks pass in the recorded current CI; no
duplicate suite or weakened grader.
- Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful
document, real completed-child callback/reply, seven successful native
runs, manual follow-up and independently downloaded1,101-byte child
file. Existing Legacy title edit/reload preserves execution; two real
Legacy runs produce independently checked15/34-byte files. These remain
historical source records.
- Current literal 1c03 Mac core acceptance passes independent checks:
ordinary Auto native Codex onboarding without runner override; only
timeout 180 seconds/concurrency 1 saved; six successful native runs and
six serialized turns (maximum overlap 1); both same-task continuity
checks and five mechanical callback checks; actual rendered parent reply
and exact child downloads. The useful handoff advances from revision 1
to 2. Both files are 48 bytes, SHA-256
`8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and
`f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`;
exactly one byte changes and old history remains. The agent is paused
with zero active runs/errors. Both artifact work products have
`isPrimary=false`, and descriptive titles fail a stricter title-helper
assumption; these retained results are scoped editorial follow-up, not
new merge gates. Six source-bound screenshots are uploaded and verified
in the private primary QA report.
- [Literal 9546 managed
proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html):
original 19 assertions and completed judge pass, four native turns,
child-bound240-byte file and session/workspace continuity. Checkout
reports a verified generated target-lock mutation; full final porcelain
was not retained. Signed execution-image identity remains separate from
Core source.
- Actual 651a Test deployment succeeds on one owned/pinned target. One
ordinary Auto API-key Connect then fails native cleanup before hire.
Controller turn/drain/suspend completion and service-recorded
environment cleanup are observed; they do not certify physical deletion
or native authority retirement. Failure/recovery/unknown holds are
retained. No Legacy switch or unchanged paid retry. The two source
repairs above require actual treatment.
- [Current immutable Core
preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725)
and matching DB/shared artifacts pass. One owned, pinned Test target
serves exact `1c03`; identical migration history correctly skips the
migrator. Ordinary Auto Codex Connect succeeds and hires native; saved
native selection and QA bounds survive reload. The initial child
preparation attempt fails before provider work, with actual stdout
identifying `renewal_deadline`; its trigger remains unknown and the
failure is retained. Normal Board **Try again** and **Resume** recover
the child to Done, producing a browser-verified 44-byte file, SHA-256
`0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The
actual parent callback reports the completed child document/file. The
existing validator requires a parent-owned attachment, so recovery
enters normal Review; after byte checking, normal **Approve completion**
reaches parent Done. No forced status or duplicate parent file is used.
The validator is unchanged from integrated and current master.
Autonomous initial callback-to-Done is not proven. The same-child
follow-up completes document revision 2 and publishes a second
independently downloaded 44-byte file, SHA-256
`22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only
the revision digit changes. The unchanged existing native-continuity and
attachment oracles pass. All ten recorded runs are terminal: nine native
successes and the retained pre-provider setup failure. The QA agent is
paused with zero active runs. The pre-existing parent evidence scope
mismatch is a separate follow-up, with ordinary completion review
exercised rather than a forced status or relaxed validation. This
unsigned Core preview remains distinct from post-merge private Cloud
composition.

## Risks

- Saved agents are not migrated. Explicit runner changes use normal
configuration/session rules; historical runs retain their recorded
execution.
- Native readiness depends on verified assets and server-owned target
qualification. A Legacy probe, HTTP200 or successful account save cannot
prove native readiness.
- Recovery exceptions remain restricted to validated
completed-onboarding reports; process-loss, ownership and terminal-state
safeguards remain active. Unexecuted live journeys stay open.
- Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred.
Cold Cargo cache misses are recorded; no warm-cache speedup is claimed.
- Historical invoices/physical cleanup remain unconfirmed and held.
After merge, exact published npm canary, signed standard image/migrator,
private composition and serving/live acceptance still require
qualification. Production deployment/default promotion is not
authorized.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and
parallel agents. Exact serving snapshot and context-window size are not
exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with available version and
capability details
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked public issues or PRs above
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run the stated focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green on the current candidate
- [x] Greptile is 5/5 with no open findings on the current candidate
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 11:33:02 -05:00
DottaandPaperclip df4ee06e2f feat(skills): select and validate tracked GitHub branches (#16288)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Skills can track a branch in an authorized GitHub repository.
> - Sources previously offered only a default-branch repair action.
> - People need to select a listed branch or enter a branch that GitHub
has not listed.
> - The server must validate the selected ref with the caller's
authorized connection.
> - This pull request connects the approved branch picker to production
APIs.
> - Installed skills remain usable while the source changes its tracked
ref.

## Linked Issues or Issue Description

**Subsystem affected**

Skills UI, shared API contracts, GitHub source services, and agent API
discovery.

**Problem or motivation**

The default-branch repair action does not let people choose another
branch. The settings service also validates the old ref when a caller
supplies a new ref other than HEAD. A missing tracked branch can prevent
connection repair even when the selected account has repository access.

**Proposed solution**

Load a bounded branch list with the authorized connection. Mark the
default branch. Search listed branches or accept a typed ref. Validate
the selected ref before saving. Keep the chosen value after a load
error, invalid ref, or concurrent update. Save the selected connection
and branch together during connection repair.

**Alternatives considered**

A default-branch button does not support a named branch. A text field
alone does not help people find the repository default or available
branches.

**Roadmap alignment**

This improves the existing Skills source manager. It does not add a new
skill import system.

**Additional context**

Refs #16066 and #16256. This is the production implementation of the
approved branch-selection Storybook journeys.

## What Changed

- Add an authorized branch-list endpoint and shared response/query
types. Register it in agent API discovery.
- Validate the requested ref, including the returned commit SHA.
Preserve source leases, revision checks, project ownership, skill
identities, selections, and installed versions.
- Add the searchable branch picker to Sources and connection repair.
Allow typed refs during branch discovery and after discovery fails.
- Keep save errors in the dialog. Retain the selected branch through a
concurrent source update.
- Use the production components and API client in Storybook. Add
keyboard, touch, loading, retry, invalid-ref, connection-repair, and
concurrent-update browser journeys.
- Update product documentation and the feature/access maps.

## Verification

- Red/green: two new database regressions fail against the previous
service and pass against the implementation.
- Linux database/service suite: 85 tests passed. This includes source
visibility, human/agent authorization, selected connections, immutable
versions, and invalid refs.
- Rebased branch and review fixes: 94 focused UI, route,
branch-validation, and fixture tests passed. Two conflict-message
regressions and the stale-retry fixture regression fail before the fix
and pass after it.
- Storybook build passed. All 26 focused browser journeys passed.
- Repository typecheck and build passed. Final UI typecheck passed after
the review fixes.
- The full local Vitest run was interrupted when the checkout and its
dependencies disappeared. It reported missing working-directory/Postgres
files and worker startup errors. Its two timed-out tests pass after the
checkout was restored. The complete CI suite passed on the final head,
`cf5d4c8f0a`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/38571068332).
One unchanged workspace timestamp test required a single rerun. Its
release-minus-one-millisecond value can equal the original confirmation
time. The rerun passed.
- Live acceptance passed on implementation head `5dd935bf14` in an
isolated macOS arm64 instance with Node 24.21.0 and an authorized
private GitHub repository. The UI loaded the actual default branch,
saved branch and selected connection together, and preserved the
installed skill/version IDs after reload. An invalid typed ref retained
the draft and showed the provider error. A valid typed HEAD ref then
saved successfully. The owned runtime and database were stopped after
the test. Focused unit, Linux database, and browser suites passed again
after the error-handling review fixes.
- Greptile reviewed final head `cf5d4c8f0a` at 5/5. Both review threads
are resolved; the fresh review has no remaining findings.
- Token gates and map/catalog checks passed.
- Review entry points: `Skills / Project repository skills / 03 Branch
selection components` and `04 Branch selection journeys`. Run `pnpm
storybook` to inspect them.
- Browser command: `pnpm exec playwright test --config
tests/storybook-visual/playwright.config.ts
tests/storybook-visual/skill-source-branch-selection.spec.ts
tests/storybook-visual/project-repository-skills.spec.ts`.
- Manual check: open an independent GitHub source, choose a new branch,
select the default or type a ref, save, and reload. Try an invalid ref
and confirm the selection remains in the dialog. For a project-bound
source, change its ref in project settings.

## Risks

- GitHub discovery is bounded to 100 listed branches. The default branch
is always included. Typed refs remain available.
- A source can change while the dialog is open. The API rejects a stale
revision and the UI keeps the draft for retry.
- A ref change schedules the existing refresh pipeline. Installed
versions remain available until a successful refresh imports new
content.
- No database migration or credential storage change is required.
Existing HEAD requests remain supported.

## Model Used

OpenAI Codex, GPT-6 family. The serving model's exact identifier and
context-window size are not exposed in this session. Used reasoning,
repository tools, code execution, and browser tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 09:55:43 -05:00
DottaandPaperclip f8af817f8d fix(ui): make external agent pairing codes copyable (#16274)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - External agents connect through the shared MCP agent gateway.
> - Grok setup gives the operator a one-use code for the authorization
page.
> - The password field hides the code but does not provide a working
copy action.
> - The pending approval button names Dot before the agent preview
loads.
> - This pull request adds explicit code copying and a neutral approval
label.
> - The operator can review the fixed agent without sending credentials
to chat.

## Linked Issues or Issue Description

Refs: #16219, #15581, #15414.

**What happened?**

The Grok setup code is in a read-only password field. Ordinary browser
copying does not copy that field. The shared authorization page says
“Connect Dot with pairing code” before it knows the invited provider.
These defects blocked a watched Grok desktop setup before approval.

**Expected behavior**

An operator can copy the one-use code with a visible control. The code
stays hidden and outside the Bot prompt. The authorization page shows
the registered client and the fixed company, agent, permissions, and
authorizing person before approval.

**Steps to reproduce**

1. Choose New agent, Invite an external agent, and Grok Bot.
2. Save the Bot identity and open Connect access.
3. Try to copy the masked code into the Bot's browser authorization
page.
4. Inspect the pending approval action before a valid preview loads.

**Paperclip version or commit**

The fix starts from master commit
2c17d3ca52.

**Deployment mode**

Cloud. The same UI serves self-hosted instances.

## What Changed

- Add Copy code beside the masked Grok pairing field. Reuse CopyText and
the shared clipboard fallback, failure feedback, and retry.
- Associate the pairing label with its input for keyboard and
screen-reader access.
- Use Allow agent connection before and after the fixed-agent preview.
Keep approval disabled until that preview loads. Align Dot's generated
setup prompt and guide with that action.
- Add tests for copy failure and retry, a Grok invitation using the
Cursor client identity, and unchanged person and Dot connection paths.
- Add a waiting-for-authorization Storybook state and record the live
qualification blocker in the existing plan.

## Verification

- Focused Grok, Dot, and person-connection UI tests: 33 passed.
- Repository build: passed.
- Token gates: passed.
- Storybook catalog: passed; structure only.
- Watched Storybook preview: native browser input copied the full
synthetic code while the field stayed masked and Continue stayed
disabled. This is fixture evidence, not live OAuth or Runner
qualification.
- Repository typecheck and Storybook build: passed. UI typecheck and
production build passed again after the review fix.
- Current-head CI: 55 successes, two intentional skips, one neutral
result, no unfinished or failed gates. Greptile: 5/5, with the review
finding fixed and resolved. Head:
1b95218c91.
- The additional local aggregate test run is still running. No local
aggregate pass is claimed. The required full server, workspace, Runner,
browser, and release checks passed in CI for the current head.
- After deployment, resume the saved Grok setup, use Copy code, check
the fixed agent preview, and finish the real authenticated round trip.

## Risks

Copying temporarily places the one-use code on the clipboard. Its
existing expiry and one-use checks remain. The authorization endpoint,
grant scopes, fixed identity, and disabled-state checks do not change.
No persistent secret enters the prompt. Live provider and managed Runner
qualification remain incomplete.

## Model Used

OpenAI GPT-6 through Codex. Used tool calls, code execution, and browser
inspection. The exact serving model suffix and context limit are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 06:36:47 -05:00
DottaandPaperclip c36281d639 fix(skills): repair missing branches and show grouped import progress (#16256)
## Thinking Path

> - Paperclip lets people manage AI agents and their reusable skills.
> - GitHub skill sources must keep their installed content usable during updates.
> - A source can track a branch that no longer exists.
> - The UI treats that GitHub error as a connection problem, so saving a valid account does not resolve it.
> - Project workspaces also show the same repository several times, and long imports give little feedback.
> - This pull request adds explicit branch repair, groups repository imports, and shows import progress.
> - People can repair the actual problem and see when their import is working.

## Linked Issues or Issue Description

Refs #16066 and #14713. This fixes the Sources experience introduced by those changes. Related adapter-source PRs #14340 and #14341 cover runtime mounting, not this source-management flow. No overlapping source-management fix was found.

**What happened?**

An installed source tracked `main` while its GitHub repository used `master`. GitHub returned HTTP 422. The UI showed a general read error and asked for a new connection after a valid account was saved. The project repository list repeated the same repository/ref for each project. Import had no spinner or explanation of queued work.

**Expected behavior**

Identify an unavailable branch and offer an explicit repair. Retain the selected connection and installed versions. Show one repository/ref row with its projects. Give immediate feedback and show the queued and active import states.

**Steps to reproduce**

1. Install a source with an immutable commit and a saved tracked branch that does not exist.
2. Refresh it, or try to save a valid GitHub connection.
3. Add the same repository/ref to two legacy project workspaces and open Sources.
4. Import that repository and observe the row until installation completes.

## What Changed

- Distinguish a missing GitHub revision from access denial and temporary read errors.
- Validate both repository identity and the tracked revision when saving a connection.
- Offer Use default branch on independent sources and in connection repair. Keep `HEAD` as the default-branch alias after refresh. Preserve skill IDs, versions and selections.
- Keep active project refs under project configuration. Reject source-level changes that would alter their tracking. Recheck the ref under the source lock when project attachment races with branch repair.
- Group matching repository/ref workspaces. Adopt eligible workspaces and skip pending workspaces. Keep remaining project links inside the existing source card. Allow remaining imports while another workspace is pending.
- Show a spinner, busy state and queued/importing text. Keep the saved authorized account selected in connection repair.
- Update shared contracts, feature/access maps, database notes and production-component Storybook journeys.

## Verification

- Red/green: three local regressions failed on the original code: missing-ref classification, duplicate repository rows, and branch repair instead of another connection prompt. The changed UI/reader tests pass after the fixes.
- Live local app with a real authorized GitHub credential: reproduced HTTP 422 for the unavailable branch; used the UI to restore default-branch tracking; confirmed the same connection, skill ID and single immutable version remained.
- Live local grouped Paperclip import: one source, two project associations and 52 installed skills. Sources survived reload. No staging data was changed.
- All 16 project repository Storybook browser journeys pass on the final head, including keyboard focus recovery after branch repair. These include branch repair, grouped imports, connection selection, recovery, removal and responsive layouts.
- Repository typecheck, production build, Storybook build, token gates and 28 map/catalog tests passed. Final UI typecheck and build also passed after grouping remaining project links.
- Linux qualification: all 94 focused source, project import, GitHub reader and UI tests pass with supported Node 24. No database tests were skipped. Both review findings failed before their fixes and pass after them.
- The full local `pnpm test:run` attempt was stopped after macOS database suites exhausted the host shared-memory limit. The complete Linux CI matrix is the full-suite gate. The complete Linux CI matrix passes for head `f886e3ac073ec1c6f051fd6429496234f5143694`.
- Greptile rates head `f886e3ac073ec1c6f051fd6429496234f5143694` 5/5. Both findings are fixed and all review threads are resolved.
- Storybook: `skills-project-repository-skills-02-journeys--missing-branch` and `--duplicate-projects`.

## Risks

- Default-branch repair changes the tracked branch only after an explicit user action. Existing execution version pins stay intact.
- A selected connection now needs access to the tracked revision, not only repository metadata.
- Grouping is by repository and ref. Project access and provenance remain separate and are checked by the existing services.
- Legacy source errors contain safe text. The repair-action classifier maps known errors and treats other failures as retryable. No credentials or provider response bodies are returned.
- No schema migration, workflow change, lockfile change or staging deployment.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model identifier and context-window size are not exposed in this session. Tool-assisted implementation, code execution and browser verification.

## Checklist

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 22:27:11 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 20:57:42 -05:00
e0f30a4c71 feat(apps): collapse provider connections behind an "N connections" toggle (#16097)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps page shows one card for each provider. Each card lists the
connections for that provider.
> - Some providers have many connections. For example, a team can have
five OpenAI accounts.
> - Each connection uses a full row. Thus, the page becomes long and
cluttered.
> - This pull request puts the connection list behind a "N connections"
row with a chevron. The user clicks the row to show or hide the list.
> - The benefit is a shorter Apps page. Connections that need action
stay visible.

## Linked Issues or Issue Description

**Subsystem affected**
UI: the Apps page (`ui/src/pages/apps/Browse.tsx`), the `ConnectorCard`
component.

**Problem or motivation**
A provider card shows every connection as a full row. When a provider
has many accounts, the card is very tall. The page is hard to scan.

**Proposed solution**
When a card has two or more connections, show a "N connections" row with
a chevron below the card header. A click on the row opens or closes the
list. The list is closed when all connections are healthy. The list is
open when a connection needs attention or setup. The row also shows the
count, for example "· 1 needs attention". The list is open while a
search is active. A card with one connection does not show the row.

**Alternatives considered**
- Always show the list. This is the current behavior, and it causes the
clutter.
- Show the toggle for one connection too. This adds a click and gives no
benefit.
- Always close the list. This can hide an account that needs
reconnection, so we did not use it.

## What Changed

- `ConnectorCard` counts native connections, gateway-managed accounts
(Composio, Arcade, Executor), and chat or bot endpoints.
- When the count is two or more, the card wraps the list in the existing
`Collapsible` component. The trigger row shows the count and a chevron
that turns when the list opens.
- The list opens by default when one or more connections need attention
or setup. The trigger row shows how many need attention.
- The `Browse` page sends `defaultExpanded` and the current trimmed
search query while a search is active. A new search opens the list
again, even after the user closed it.
- The upstream account state logic moved into the `upstreamAccountState`
helper. The list render and the attention count use the same helper. The
behavior did not change.
- The attention count and Finish setup action share one predicate. A
verifying endpoint stays visible until setup is complete. Four
regression cases cover provider setup, identity linking, missing setup
metadata, and completed setup.
- New tests in `Browse.test.tsx` cover: open and close with the toggle,
search opens the list, one connection stays inline, and the list opens
when an account needs attention.
- New review story:
`ui/storybook/stories/connection-setup/apps-connection-count-toggle.stories.tsx`
("Apps, channels, and extensions / Connection setup / Connection count
toggle"). It includes production component fixtures for collapsed,
expanded, needs-attention, search-match, single-connection,
page-overview, and unfinished-chat-setup states. The original six story
IDs are retained; the unfinished chat setup fixture adds one ID.

## Verification

- `pnpm exec vitest run ui/src/pages/apps/Browse.test.tsx`: all 84 tests
pass. The new test closes an active search result, changes the query,
then returns to the first query. It fails before the search-reset fix
and passes after it.
- `node scripts/storybook-catalog.mjs --check`: passes (265 story files,
2,520 stories). Story annotations describe the production components,
fixture boundary, and covered capabilities.
- `pnpm check:token-gates`: passes.
- Full repository typecheck and build passed after the master merge. The
final UI typecheck passes after the setup fix. Final full build and
Storybook build pass on `d4c923d3ce0`. The built index retains all six
prior story IDs and adds the unfinished-chat-setup ID. Chromium checks
pass for all seven states, including the setup action and toggle
behavior. All 54 successful CI checks pass on this head, with two
intentional skips, including all general and serialized test shards,
E2E, typecheck, and build. The fresh Apex review is 5/5 on this head
with no unresolved findings. The separate, unsharded local `pnpm
test:run` invocation has not completed; complete suite verification
comes from CI.
- The stories use local account fixtures and stub navigation. They do
not prove a live provider connection or persistence.

## Risks

- Low risk. The change is UI only, with no API or data change.
- Behavior change: users must click to see the connections on a healthy
card with two or more connections. Cards with a problem stay open, so a
broken connection is not hidden.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), used in Claude Code
with tool use (shell, file edit, test runs).

OpenAI GPT-6 (`gpt-6`) through Codex assisted conflict resolution,
regression tests, and repository verification. This session does not
expose an exact context-window size.

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Devin Foley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 14:57:48 -07:00
ba4fac585d feat(agents): show who created an agent in shared companies (#16055)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company in Paperclip can have more than one human member, and each
member can create agents
> - The app does not record which person created an agent
> - When two or more people share a company, members cannot see who
added an agent or who to ask about it
> - This pull request records the creator of each agent and shows the
creator on the agent Overview tab
> - The benefit is clear ownership of agents in shared companies, with
no change for single-user companies

## Linked Issues or Issue Description

No public issue exists. This description follows `feature_request.yml`.

**Subsystem affected**

Agents: the agent data model, the agent create path on the server, and
the agent Overview tab in the board UI.

**Problem or motivation**

Paperclip does not record which human user created an agent. When more
than one human user works in a company, the agent page does not tell
members who created the agent.

**Proposed solution**

Record the user ID of the creator when a human creates an agent. Show
"Created by <name>" on the Identity card of the agent Overview tab. Show
this row only when the company has two or more human members. Do not
count the synthetic local Board principal as a human member. Do not show
the local Board as a creator.

**Alternatives considered**

Count human users across the full instance. We did not do this. An
instance-wide count tells a member of one company that other companies
have users. The creator is always a member of the agent's company, so
the company count is sufficient.

**Roadmap alignment**

`ROADMAP.md` has no item for agent ownership. This change is small and
additive.

## What Changed

- Add the nullable column `agents.created_by_user_id`
(`packages/db/src/schema/agents.ts`, migration `0343_new_mentor.sql`).
- Set the column in the single agent insert path
(`server/src/modules/agent-lifecycle/adapters/records.ts`). The value
comes from the authenticated user actor. The server ignores a creator
value in the request body. Agents that agents or the system create keep
`null`.
- Backfill existing agents in the migration. The backfill uses the
earliest `agent.created` or `agent.hire_created` activity row that a
user actor wrote in the same company.
- Add `createdByUserId` to the shared `Agent` type
(`packages/shared/src/types/agent.ts`).
- Add `ui/src/lib/agent-creator.ts`. It decides if the UI shows the
creator row and it resolves the creator name. If the creator left the
company, the row shows "Former member".
- Add the "Created by" row to the Identity card in
`ui/src/pages/AgentDetail.tsx`. If the company user directory request
fails, the row shows "Could not load creator". The row does not
disappear silently.
- Add the Storybook story `Pages/Agent Detail → Shared Company Shows
Creator`.
- Document the column in `doc/SPEC-implementation.md` §7.2.

## Verification

- `pnpm --filter @paperclipai/db typecheck` passes. This includes the
migration numbering and migration safety checks.
- `pnpm --filter @paperclipai/shared typecheck` passes.
- `ui`: `tsc --noEmit` passes.
- `server`: `vitest run
src/modules/agent-lifecycle/__tests__/lifecycle.test.ts` passes (49/49).
Two new tests:
- The server records the creator from the actor and ignores a creator
value in the request body.
- The backfill takes the earliest user activity row. It skips agent
actors and rows from other companies.
- `server`: `vitest run src/__tests__/built-in-agents.test.ts` passes
(40/40). A new test checks that a built-in agent enabled by a human
records that human, and that automatic provisioning stays unattributed.
The gated (pending-approval) provisioning test also asserts the creator.
`src/__tests__/built-in-agent-routes.test.ts` also passes.
- `ui`: `vitest run src/lib/agent-creator.test.ts
src/pages/AgentOverview.test.tsx` passes (10/10). The tests cover these
cases: the row shows with two or more humans, the row stays hidden with
one human plus the Board, the UI never shows the Board as the creator,
the row shows an error when the directory request fails, and the row
stays hidden (no error) for agents with no creator or the Board as
creator. The last case fails without the fix.
- The current Storybook catalog uses source annotations and generated
indexes. `node scripts/storybook-catalog.mjs --check` passes (264 story
files, 2,514 stories). The merge keeps the authored catalog deletion
from master.
- `pnpm check:token-gates` is clean.
- Screenshots from the Storybook story (fake data: two human members,
Alice Admin and Bob Builder, plus the local Board). The red "Could not
load public key" text is a Storybook artifact: the story has no fixture
for the public key request. The existing `Dashboard` story shows the
same text.

  **Two or more human members: the Identity card shows "Created by".**

![Identity card with the Created by
row](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/identity-created-by.png)

  **One human member plus the local Board: the row stays hidden.**

![Identity card without the Created by
row](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/identity-single-human.png)

Full Overview tab:
[overview-created-by.png](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/overview-created-by.png).
The images are on the separate branch `pr-assets/agent-created-by`. They
are not in this PR and do not go to `master`.
- Manual check: open Storybook at `Pages/Agent Detail → Shared Company
Shows Creator`. The Identity card shows "Created by Alice Admin". The
`Dashboard` story has one human, so it does not show the row.
- Final focused verification on
`5a02350cf16050a3cf3cb3f8dc061fe61758c60d`: all 99 tests pass across the
two UI suites, built-in-agent suite, and lifecycle suite. The backfill
test applies the complete migration twice. The migration uses `ADD
COLUMN IF NOT EXISTS` and preserves the company-scoped backfill.
Migration numbering and token checks pass.
- Full repository typecheck, build, and Storybook build pass. The
generated creator story ID is present. A Chromium check renders the
production agent page fixture and verifies the creator row and Alice
Admin name. Map checks and their 21 tests pass. A fresh Apex review is
5/5 on the current head with no unresolved findings. All 54 successful
CI checks pass on this head, with two intentional skips, including all
general and serialized test shards, E2E, typecheck, and build. The
workspaces-b job passed after rerunning a runner shutdown; no source
change was needed. The separate, unsharded local `pnpm test:run`
invocation has not completed; complete suite verification comes from CI.

## Risks

- Migration: the migration adds one nullable column and runs one
`UPDATE` on `agents` with a correlated subquery on `activity_log`. On an
instance with a very large activity log, the backfill can take some
time. The migration does not lock other tables and does not delete data.
- Backfill accuracy: agents with no user-authored create activity row
keep `null`. The UI then does not show a creator. This is the same as
the current behavior.
- Privacy: the row shows only names from the company user directory, and
only to users who can already see that directory.
- Low risk for single-user companies: the UI does not change for them.

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

## Model Used

- Provider: Anthropic, Claude Opus 5.5 (model ID `claude-opus-5-5`), run
as a coding agent through Claude Code with tool use (shell, file edit,
and test execution), standard context window.

OpenAI GPT-6 (`gpt-6`) through Codex assisted conflict resolution,
regression tests, and repository verification. This session does not
expose an exact context-window size.

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Amy (Opus) <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-13 14:57:41 -07:00
DottaandPaperclip 22d05644f4 feat(ui): add Speko voice setup, task calls, and Storybook coverage (#15728)
Runtime #15727 is merged. This PR adds the UI. Qualification follows in
#15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds the Speko setup and call controls to the existing Apps
and task UI.
> - This PR depends on #15727. The qualification suite follows
separately. Speko stays experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add the Speko Apps catalog entry, provider artwork, and browser SDK.
- Reuse existing agents in setup. Keep the optional Company Phone Agent
in the catalog, with connection instructions available to any assigned
agent.
- Add task voice controls, transcripts, phone callbacks, inbound-line
settings, and call Activity entries.
- Surface retryable connection and incoming-task inventory failures,
preserve active call controls and cached tasks, restore keyboard focus
after recovery, and bound notification polling so a stuck request cannot
hide later results.
- Put Save & exit and Connect Speko in the credential step’s shared
footer.
- Add deterministic production-component Storybook fixtures for setup,
lifecycle, failures, permissions, and phone surfaces.
- Include voice components in the design guide. Stories never request a
real microphone or place calls.

## Verification

- All 27 focused UI/controller regressions, UI typecheck, token gates,
and 28 map/catalog structural tests pass. The shared connection cache
test covers pause/resume invalidation during the 30-second fresh period.
- Storybook builds 157 Speko production-component stories. The complete
prior 156-story set passed all 624 checks on UI source 249cbc616a. After
the final cache repair, all 152 affected page/launcher checks passed
across both themes, 390/1200 widths and reduced motion. Real microphone
access and external provider requests are blocked.
- Source annotations follow the current generated-catalog contract. No
generated catalog or lockfile is included. Three inherited
GitHub-heading tests passed after master reconciliation.
- Latest-head CI and Greptile review must pass before merge. Local
fixture success does not establish provider or spoken-playback
acceptance.
- The separate integrated browser run passed two journeys and failed
browser answer retrieval. Real browser/telephone playback and timing
acceptance remain outstanding. See the dated qualification report and
E01–E16 runbook. Speko stays experimental.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

OpenAI Codex, GPT-6, with tool use and code execution. The exact serving
model ID and context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 16:26:38 -05:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
DottaandPaperclip 433d94ee0b refactor(maps): generate indexes from local story and feature metadata (#16214)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Feature recipes and Storybook help contributors find behavior,
examples, and verification steps.
> - Independent feature changes currently update shared catalogs,
indexes, and review hashes.
> - Those shared files cause merge conflicts and repeated bookkeeping
during parallel work.
> - This pull request stores metadata in each feature recipe and story,
then generates the combined views.
> - Contributors can merge independent work without editing a common
index. Git and PR evidence retain change and review history.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Maintaining the product, agent-access, and Storybook maps while multiple
agents change different features.

**Current behavior**

A story or recipe change can update `catalog.json`, `INDEX.md`, review
hashes, verification tables, and tracked generated navigation. Two
unrelated changes then conflict in the same files.

**Proposed behavior**

Each story declares capability links and classification in
`parameters.paperclip`. Each feature recipe declares its navigation and
optional verification guidance. Startup, build, and UI typechecking
discover these sources and generate ignored indexes and Storybook pages.

**Reason and benefit**

A routine change edits its own source files. Aggregate metadata is
rebuilt from the merged checkout. There is no sidecar registry, shared
review journal, or hash acknowledgment to maintain.

**Breaking changes**

The tracked Storybook catalog and index paths are retired. Consumers use
`ui/storybook/generated/` or `maps/generated/` after generation.
Contributor instructions and the existing feature-gap browser suite use
the new paths. Story and overview IDs remain stable.

## What Changed

- Move the existing annotations into 262 story files. Preserve
classifications, capability associations, exports, and explicit IDs.
- Discover all 35 feature recipes. Store section/order beside each
recipe and move durable verification routes out of the shared table.
- Remove tracked catalogs, inventories, overview pages, and inline
preview ordering. Keep authored preview behavior in `preview-base.tsx`.
- Generate the Storybook guide, feature/access Markdown indexes, gap
report, page-reference inventory, and preview wrapper automatically.
- Update the map contracts and maintenance skills to use Git history and
revision-specific PR/CI evidence.
- Add schema, identity, regeneration, and actual Git merge tests. Run
these through the existing UI Vitest suite. Add focused browser
navigation checks.

This is one coordinated migration. Most of the 367 changed files contain
only moved metadata or deleted generated content. Review the generator
scripts, map contracts, Storybook configuration, and tests first. No
product API or authorization behavior changes.

## Verification

Passed:

- `node scripts/check-maps.mjs`: 35 paired areas and 175 capabilities.
- `node scripts/storybook-catalog.mjs --check`: 262 suites and 2,485
authored stories after incorporating current master.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-catalog.test.mjs
scripts/storybook-feature-index.test.mjs`: 28 tests, including
independent branches merged in both orders with identical generated
output and no tracked changes.
- `pnpm --filter @paperclipai/ui exec vitest run
storybook/map-tooling.test.ts`: the CI entrypoint runs those map tests.
- `pnpm check:token-gates`.
- `pnpm -r typecheck` and `pnpm build` before the final master rebase.
- `pnpm build-storybook`: all 2,517 original story/docs URLs retained.
Current master contributes exactly four additional recovery stories.
- Focused Playwright navigation checks: search and open a feature
without examples; expand verification guidance and check source links;
retain capability order and follow a related Foundations suite.

The final clean Storybook build passed after deleting every ignored map
output. Post-rebase UI typechecking and both browser tests passed. The
working tree stays clean after generation. The concurrent-cleanup
regression fails with `ENOENT` without the fix and passes with it.

All GitHub CI gates passed on `00fc7ec18e`, which also received Greptile
5/5 with no unresolved findings. The final merge commit `1c3c5143a6`
incorporates master and resolves only the two modify/delete conflicts by
retaining removal of the aggregate index and catalog. Master’s new
workspace feature and access guidance is preserved. Map validation,
catalog generation, overview generation, all 28 map tests, and diff
checks pass after conflict resolution. The maintainer explicitly
requested merging without another Greptile review. CI has not been rerun
to completion on this merge commit. The local repository-wide `pnpm
test:run` was stopped before completion after the earlier CI matrix
passed; it is not reported as a local pass. No screenshot baselines or
production acceptance are claimed.

To repeat the browser check against an owned Storybook server:

```sh
PAPERCLIP_GAP_STORYBOOK_URL=http://127.0.0.1:6136 pnpm exec playwright test --config tests/storybook-visual/feature-gap-stories.config.ts map-navigation.spec.ts
```

## Risks

- Existing branches need a one-time rebase to move their catalog changes
into local annotations. The PR incorporates the recovery changes from
current master.
- Changing the same story or capability can still produce a meaningful
conflict. This removes the shared aggregate bottleneck.
- The generator uses Storybook's existing CSF parser. Literal-only
annotations and parser regression tests protect the current contract.
- Generated Markdown is available after running the generator; the
published Storybook provides a browsable guide.
- Shared source changes still require review. Removing hashes removes
mechanical acknowledgments; it does not establish runtime parity.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser-test tools. The exact deployment model ID and
context window were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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 on the previously reviewed head
`00fc7ec18e`; final conflict-resolution checks are documented above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on `00fc7ec18e`; another review was waived by the maintainer
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 15:27:23 -05:00
Devin FoleyandPaperclip 5a6d0d08a7 fix: record verified workspace file recovery from tasks (#16104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must preserve files and show the next operator action.
> - A stopped run can leave a file repair hold after its recovery action
is resolved.
> - The task notice shows that hold but has no form to record verified
file recovery.
> - A chat connection can also replace the file repair instruction with
a chat retry instruction.
> - This pull request adds a file recovery form and preserves the file
repair instruction.
> - The form records evidence for the original run and keeps the current
task status.

## Linked Issues or Issue Description

**What happened?**

A retained workspace file hold can block a task after its recovery
action is resolved. The task page offers no file recovery form. A chat
binding can hide the required file repair instruction.

**Expected behavior**

An authorized board member can record verified recovery of the original
files. The server checks the original stop proof. The task keeps its
current status and does not start another run. Chat instructions must
not replace file repair instructions.

**Steps to reproduce**

1. Create a stopped legacy run with a retained workspace recovery marker
and a resolved recovery action.
2. Open its task page, including a task with a chat connection.
3. Observe that the file hold has no supported form to record verified
recovery.

Refs: #15857, #15824, #16095. Those PRs address shutdown export, native
finalization and workspace source isolation. This PR uses the existing
file repair API.

## What Changed

- Add a board-only file recovery form with evidence and an explicit file
verification confirmation.
- Preserve the current task status when recording file recovery.
- Project whether the original recovery marker supports file recording.
- Keep file repair instructions when a task has a chat binding.
- Add UI, route and Storybook examples for success, denial and
chat-connected file holds.
- Document the recovery flow and update the affected Storybook catalog
entries.

## Verification

- Merged master `c8efdbfba43` and resolved both rounds of catalog/index
conflicts. Upstream review notes and classifications are preserved,
together with all four retained-file recovery examples and their stable
story IDs. Both fix branches also combine without merge conflicts or
catalog fingerprint drift.
- Passed locally after conflict resolution: 47 tests covering the file
recovery UI, execution blocker notice and retained workspace repair
route. The earlier ownership-route pass also covered 196 tests.
- Passed: UI token gates, the complete Storybook catalog check with no
drift errors, feature and agent map structure checks, and all 17
catalog/index script tests. Verification inventory counts match all 262
authored suites and 2,485 story IDs. The upstream production
verification obligations remain intact.
- Passed: full workspace typecheck, build and Storybook build on latest
head `10ac22b35d0a4fe469cf620914845c509046da48`. The built index retains
all four file-recovery story IDs.
- Latest head `10ac22b35d0a4fe469cf620914845c509046da48` has 54
successful checks and two intentionally skipped Storybook checks. Apex
is 5/5 on that exact commit, with no unresolved findings. The full
general/serialized suites and all eight browser shards passed in CI.
Local tests use the focused suites above. Storybook browser interactions
have not been executed locally.
- Manual check: open a task with a retained file hold. Verify that
evidence and confirmation are required. Record verified file recovery.
Confirm that its status stays unchanged and no run starts. Repeat
without board runtime access and with an unverified stop receipt.

## Risks

- The form records an operator attestation. It does not recover files
itself or prove external action outcomes.
- A stale source or missing stop proof must remain rejected by the
existing server route.
- No database migration or automatic task retry is added.

## Model Used

OpenAI GPT-6 (`gpt-6`), used through Codex with reasoning, repository
tools, code editing and test execution. The exact context window size is
not exposed by this environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 13:47:10 -05:00
DottaandPaperclip c8efdbfba4 test(storybook): add production examples for feature map UI gaps (#16196)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The feature map records the user-facing capabilities.
> - Storybook uses the same feature index.
> - Step 2 found 49 UI capabilities with no authored examples.
> - This pull request adds shipped-component examples with isolated
fixtures.
> - The catalog records each example's states and remaining production
checks.

## Linked Issues or Issue Description

Refs: #16167. The verification inventory is merged; this follow-up now
targets master.

## What Changed

- Add 37 suites and 257 scenarios for all 49 UI capabilities from the
step-2 inventory. Keep existing stories and IDs.
- Use shipped pages and components. Simulate API replies, sockets,
props, and callbacks at their boundaries.
- Activate story API fixtures before the application providers read
data. Block unregistered API mutations and restore owned storage/fetch
state.
- Add browser checks for rendering, declared play assertions, fixture
reset, and selected mobile/theme states. Update the catalog and
verification inventory.

## Verification

- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- UI Vitest suite: 730 files and 8,208 tests passed. Fixture boundary
tests: 4 passed.
- Map/catalog checks, 27 generator/map tests, and token gates: passed.
- `pnpm build-storybook`: passed. All 2,248 previous built entry IDs
remain present.
- Pre-reconciliation static browser suite: 260 checks passed (257
scenarios, token fixture reset, and two mobile/theme cases). All
non-play stories assert an explicit subject state; 129 play functions
passed.
- `pnpm test:run` could not complete on this Mac. Embedded PostgreSQL
exhausted host shared-memory allocation. The run also reported
native-runner test timeouts. Only this task's verified runner was
stopped; other jobs and host settings were preserved.
- Reconciled onto merged master `252d9b5077`. The six draft stories and
new same-browser reset regression passed (7 checks); 16
draft-persistence tests and UI typecheck passed. Static merge
verification: 32 affected-subject/draft checks passed, including
same-browser reset. Rebuilt Storybook retains all 2,248 original IDs in
its 2,517-entry index. Four additional play-result checks passed:
visible onboarding reset, pending probe, filtered-empty runs, and
optimistic queued-response removal. UI typecheck and 27 catalog/map
tests also passed. Final static browser suite on
`3fab35df8d912935fa86ce0de7d32d07e2b5f4c3`: all 261 checks passed (257
scenarios plus fixture-reset and mobile checks). Latest head
`3fab35df8d912935fa86ce0de7d32d07e2b5f4c3`: all 55 CI/status checks
passed; the two optional Storybook workflow jobs were skipped. Greptile
5/5 with no unresolved threads.
- No pinned Linux visual-baseline comparison or real provider journey is
claimed.

## Risks

Fixtures can drift from production contracts. The catalog records
inspected sources and their fingerprints. Capability links provide
initial isolated UI coverage; they do not certify every recipe variant,
real permissions, persistence, or provider behavior.

The new examples expose existing UI limits. Plugin discovery failure
stays on Loading. Document and environment-list reads lack dedicated
failure feedback; Cases and Inbox fall back to empty views after errors.
Goal alignment has display views but no assignment control. These
findings remain visible in the inventory.

## Model Used

OpenAI GPT-6 via Codex. The exact runtime deployment ID and context
window are not exposed in this session. Used code generation, shell
execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 13:24:09 -05:00
DottaandPaperclip 252d9b5077 docs(storybook): record verification routes for missing examples (#16167)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product capabilities and verification
journeys.
> - The Storybook catalog links existing examples to those capabilities.
> - A capability without a story can need UI examples, CLI checks, or
browser checks.
> - This pull request records the required verification surface for all
60 current gaps.
> - The next Storybook pass can add useful examples without claiming
backend proof from mocks.

## Linked Issues or Issue Description

Refs #16154. Reconciles the new task-notification capability from
#16153.

The related PR search found no duplicate of this classification pass.
This change follows the merged association corrections. It does not add
product behavior or duplicate a roadmap feature.

## What Changed

- Add `maps/storybook-map/VERIFICATION.md` with all 60 unassociated
capabilities: 49 UI example gaps, eight CLI/operator operations, and
three browser verification boundaries.
- Record required UI states, separate production checks, source links,
and existing test starting points. Keep execution marked not run.
- Link the record from the catalog contract. Tell the maintenance skill
to keep its rows, counts, and source revision current.
- Regenerate the feature index for personal task notifications. Refresh
only the inspected recipe/index-dependent review fingerprints. Retain
all 223 suites, 2,212 authored IDs, associations, and classifications.
- Record the targeted association revisit. It found no additional
justified links.

## Verification

- `node scripts/storybook-catalog.mjs` and `node scripts/check-maps.mjs`
passed.
- All 27 catalog, feature-index, and map structural tests passed.
- The maintenance skill validator passed.
- A source check confirmed that the 60 unique rows match all non-guide
association gaps. All report, contract, and skill file links exist.
- `git diff --check` passed.
- Inspect the eight CLI/operator rows and three browser rows. UI/API
capabilities retain both obligations.
- Full repository typecheck, tests, build, Storybook build, and live
product journeys were not run locally for this documentation and
generated-data change. No live proof is claimed.

- Final head `a9ef9e8ebc1f41bb7047142704655d08b3e47be7`: all 57
checks/statuses are green (55 successful, two Storybook jobs skipped).
Greptile approved this head at 5/5. The review finding is resolved and
the PR is mergeable.

## Risks

- This source inventory can become stale as capabilities or associations
change. The maintenance skill requires refreshing its rows and source
revision.
- Existing test links identify starting points. They do not certify
complete or passing production coverage.
- There is no migration, permission change, product behavior change,
story removal, or new visual baseline.

## Model Used

OpenAI Codex with GPT-6 assisted with source review, documentation, and
checks. It used shell tools and read-only area agents. The runtime did
not expose an exact backend model revision or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 12:39:04 -05:00
0b0e53029f fix: recover saved workspace results automatically (#15824)
## Thinking Path

- Paperclip preserves accepted agent results before workspace copyback
and result commitment.
- A replaced controller can leave a physical copyback owner receipt
behind. A lost database lock or expired lease cannot prove that its
tar/Git children stopped.
- Infrastructure recovery should belong to the runtime and deployment
harness; task users should not investigate processes or attest shutdown.
- New receipts record the exact deployment. The harness independently
verifies that deployment fully stopped and signs a short-lived proof
bound to the stack, run, owner and deployment.
- The existing guarded reconciler then finishes the same accepted result
without a new agent turn. Legacy receipts retain the documented
administrator API after independent platform verification.

## Linked Issues or Issue Description

**What happened?**

An accepted native result can remain at `workspace_finalizing` with an
abandoned physical copyback owner. Repeated recovery sweeps could
replace specific instructions with advice to start new agent work. The
first version of this PR exposed a shutdown-evidence form in the task;
that asks end users to resolve infrastructure details.

**Expected behavior**

Automatically verify and recover the exact stopped deployment, preserve
the original accepted result and existing approval/monitor waits, and
show only a quiet task status. Unknown or live workers must remain
fenced. Older receipts without platform identity need independently
verified operator assistance through the administrator API.

**Steps to reproduce**

1. Persist an accepted native result and a copyback receipt from a prior
controller.
2. Replace that deployment before workspace finalization commits.
3. Let the normal finalization reconciler revisit the saved result.
4. With a platform-bound receipt and a fully stopped deployment,
recovery should finish automatically. With missing, live, unverifiable
or changed ownership, it must not write files or create another provider
turn.

Related public work: #14402 introduced copyback ownership; #9687 handles
dead-run finalize barriers; #15795 handles terminal stale-run cleanup.
This change addresses an accepted result whose physical copyback owner
prevents commitment.

## What Changed

- Record Railway project, environment, service and deployment identity
on new physical copyback owners.
- Request read-only platform verification from the managed cloud
harness. Require an Ed25519 stop receipt with a disjoint purpose,
configured signing key, exact stack/run/owner/deployment binding and
valid expiry.
- Keep live, unknown, malformed, unavailable and legacy owners fenced.
Compare the whole prior receipt during ownership takeover, under the
existing dedicated advisory lock.
- Persist platform proof and audit automatic takeover. Resume normal
finalization of the same saved result, preserving task ownership,
approved boundaries, monitors and pending confirmations.
- Remove process metadata, shutdown evidence, confirmation checkboxes
and infrastructure-repair forms from task views. Suppress the duplicate
technical owner-recovery card. Show “Restoring saved work…” only from
server-confirmed recovery or queued operator recovery; platform identity
alone shows the operator-assistance fallback. Remove the status when
recovery resolves.
- Share current-task, current-running-execution, accepted-result,
authoritative-reviewer and newer-execution checks between automatic and
operator recovery. Validate after the provider lookup, atomically with
the owner claim, and again before file publication; closed or superseded
tasks cannot start copyback.
- Keep the separately authorized exact-owner API for operator recovery
of legacy receipts, with active-lock, live-controller, stale-result and
newer-execution rejection. Generic dismissal cannot bypass the copyback
fence.
- Replace obsolete form stories with production-backed automatic,
queued, legacy, completed and mobile examples; retain stable suite IDs.
Update the operator runbook and scoped Storybook catalog.

## Verification

- Red/green: new platform-proof tests failed before implementation; the
database takeover regression failed against the original ownership
guard; reduced-UI assertions failed against the original form. All pass
after the changes.
- Passed: 59 physical-owner/finalization database tests using isolated
PostgreSQL, including real reconciler commitment from all three
saved-result phases through both automatic and operator recovery. They
preserve result identity, exact saved file bytes, pending approval and
overdue monitor waits, and create no new run or wake request. Unknown
evidence and changed ownership remain fenced.
- Passed: 162 focused proof, cloud identity, recovery route,
recovery-card and reduced-UI tests.
- Passed: full workspace typecheck and build, final server/UI
typechecks, token gates, and Storybook build.
- Browser inspection: desktop task composition shows only the quiet
status; completed example removes it and retains the approval-wait
message. Mobile shows the existing bottom navigation with no horizontal
overflow. These are fixture UI observations, not live provider
acceptance.
- A companion harness change implements the actual provider check,
signed receipts, server-token authentication and bounded/coalesced
provider reads. Its full typecheck and test suite passed: 3,240 passed,
92 skipped, zero failures. This application alone cannot enable platform
verification.
- The updated full application `pnpm test:run` was stopped after
repeated local embedded-Postgres startup failures; it is not claimed
green. The same affected recovery suites pass against isolated
PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks,
two intentional skips, and successful legacy Snyk status. Greptile is
5/5 with no unresolved findings.
- Global Storybook catalog validation is green: 225 files, 2,224
stories. Its 17 catalog/index tests pass. Master was merged and the
inherited index metadata was reconciled after source review.
- Review correction red/green: two UI and two database assertions
reproduced misleading progress / missing server recovery state; all pass
after server-confirmed state was added. All 153 focused server tests and
68 UI tests pass on the final recovery code, including repeated-sweep
idempotence. Full workspace typecheck/build, token gates and Storybook
build also pass.
- Safety regression red/green: stale-task copyback and publication tests
failed against the previous guard. The final suite covers changes during
proof lookup, closed/cancelled tasks, replaced execution/checkout, newer
and queued legacy runs, reassignment and rejected/unbound results, plus
the real reconciler selecting closed or superseded tasks. Files remain
untouched and no workspace operation starts.
- No staging mutations, deployment, live provider probes or live
production recovery were performed. The three historical receipts lack
deployment identity and still require independent operator proof.

## Risks

Automatic takeover requires the companion harness release and configured
runtime-identity keys. Deploying only this application leaves
unavailable evidence fenced. Legacy receipts are not retrospectively
assigned a deployment identity. An authorized operator can still make an
incorrect attestation through the fallback API; its administrator gate
and exact-owner safeguards remain. Provider history that is missing or
deeper than the bounded lookup defers automatic recovery. Copyback can
still fail under its existing retained-workspace policy.

No migration, telemetry change or cloud provider credential delivery is
required. The companion harness PR also has passing CI and a 5/5 review;
neither branch is deployed.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, browser verification,
tool use and code execution. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-10-13 10:14:45 -05:00
DottaandPaperclip be380ba155 fix(ui): hide agent-created tasks by default (#16157)
Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 09:26:37 -05:00
DottaandPaperclip 5e8e992df2 fix(storybook): reconcile capability associations and map omissions (#16154)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The feature map describes user capabilities and verification
recipes.
> - Storybook holds isolated examples of those capabilities.
> - Missing catalog links can hide existing examples.
> - Some stories also expose shipped capabilities absent from the map.
> - This pull request adds verified source associations and three paired
map entries.
> - Readers can find existing examples without changing their homes or
URLs.

## Linked Issues or Issue Description

Refs #16052, #16049 and #16046.

**What existing behavior does this improve?**

Storybook capability lookup and the feature/agent access maps.

**Current behavior**

Seventy capabilities have no example link. Some matching stories already
exist. Primary-agent preferences and company decision/fast-response
services appear only under broad neighboring capabilities.

**Proposed behavior**

Add source-supported links across 34 suites. Keep shared foundations in
place while cross-listing them. Add primary-agent, decision-model and
fast-response capabilities to both upstream maps. Retain explicit
simulation and partial-example limits.

**Reason and benefit**

The catalog distinguishes missing associations from missing examples.
The upstream map describes three existing product capabilities more
precisely.

**Breaking changes**

None to product behavior, story exports, folders, sidebar titles or
URLs. A shared foundation can declare a reasoned `home: "foundations"`
override while referencing related capabilities.

## What Changed

- Add 55 references across 34 suites. Replace primary-agent suites'
reporting-line association with their own capability.
- Add three source-reviewed capabilities and their API/actor boundaries
to paired maps.
- Preserve the shared Foundations home when cross-listing developer
design examples. Add a validation regression test.
- Record which exports demonstrate each association and what remains
simulated or unverified.
- Regenerate the catalog and capability data. Preserve all original 223
authored suites and 2,210 story IDs. Retain the two skill-removal
stories added by current master, for 2,212 authored stories in total.
- Reduce empty example lookups from 70 of 171 capabilities to 59 of 174.
Links do not establish complete capability coverage.

## Verification

- Passed: 27 catalog/generator/map tests, catalog validation, map
structural checks, token gates and skill validation.
- Passed: source inventory comparison preserves all authored files,
titles, meta IDs and story IDs.
- Passed: repository typecheck/build and Storybook build. Final built
index has 2,248 entries and preserves all previous entries, including
the two skills stories added by current master.
- The broad local repository test run was interrupted before completion
to resolve a new master conflict. A complete local suite pass is not
claimed; fresh CI passed on the reconciled branch.
- Browser: Design links to preserved Foundations stories;
company-service sections link settings/history/journey suites; decision
SetupToHistory passed 12 interaction steps; primary-agent ReplacePrimary
passed four steps. No console errors in selected checks.
- Greptile: 5/5 on final commit
`805a8af62abe589907e7cc6ca1b415ce1e0cc3c0`, with no findings or
unresolved threads.
- Final-revision CI passed all 57 checks/statuses, including all eight
browser shards, server and Runner tests, typecheck and build. The
unchanged Cloud-auth mocked-response race seen on a superseded revision
did not recur on the final commit. No test expectations were changed.
- New agent-access evidence is source-only. Live provider and
agent-credential verification is not established.

## Risks

- Suite-level associations can represent only selected states. Notes
retain those limits and existing review classifications.
- In-memory connection drafts do not prove reload persistence.
Resume-failure UI does not prove successful continuation. No-op budget
controls do not prove relief or resumption.
- Three map capabilities document existing behavior. No permission, API,
provider or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution and source
inspection. The exact runtime model ID and context window are not
exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 08:11:15 -05:00
DottaandPaperclip 2ad36f4ff2 Fix skill source removal with a keep-or-delete choice (#16150)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub sources import skills and keep their updates together.
> - Disconnect only disabled a source and kept its read-only imports.
> - A disabled source could not be removed or imported again.
> - Removing a source needs an explicit decision about its imported
skills.
> - This pull request removes the source after the user keeps editable
copies or deletes the imports.
> - Existing disabled sources use the same removal flow.

## Linked Issues or Issue Description

Refs #15731, #14713.

**What happened?**

Disconnect left the repository on Sources. Its Disconnect action was
then disabled. The saved repository still blocked a new import.

**Expected behavior**

Remove the repository from Sources. Require a choice to keep editable
copies or delete its imports. Allow removal of sources that are already
disconnected.

**Steps to reproduce**

1. Import a repository in Skills → Sources.
2. Choose Disconnect source.
3. Observe the disconnected row and disabled removal action.
4. Try to import the repository again.

**Paperclip version or commit**

d67e3507b2.

## What Changed

- Add one confirmation with a required keep-or-delete choice.
- Remove the source and entries, including legacy disabled sources.
- Keep complete editable copies in My Skills, including shared
repository files and executable modes. Preserve skill IDs, keys,
versions, and agent assignments.
- Delete imported skills and source in one transaction with its activity
record. Check policy for every linked skill, including deselected
entries. Reject deletion of skills still used by agents.
- Fence removal with the source revision. Reload stale confirmations and
require a new choice. Prevent an in-flight refresh from restoring
removed imports.
- Reject incomplete legacy copies with a recovery message. Lock copied
skill rows against concurrent deletion and check publication succeeded.
- Add regression tests and production-page Storybook examples. Make an
initially unselected radio-card group keyboard accessible.

## Verification

- Workspace typecheck and build passed. Final affected server/UI
typechecks passed.
- Focused server, UI, and API suites passed: 114 tests initially. After
review fixes, all 21 source persistence and 58 route authorization tests
passed, including the complete repository copy regression; affected
server/UI typechecks and token gates passed again.
- Design token gates passed.
- Real isolated app: imported a public repository, assigned bro to the
CEO, verified that deletion reports the assignment, kept an editable
copy, observed the source disappear, opened the copy in My Skills, saved
an edit, and refreshed. The assignment remained. Re-imported the same
repository, deleted its new unused import, and verified the original
editable copy and assignment remained. No model tasks ran.
- Full local Vitest was attempted but terminated with exit 137 before
completion; it is not counted as a pass. Current-head sharded CI is
pending. Greptile reviewed the current head at 5/5 with no new
actionable comments. The final workspace build passed again.
- Storybook catalog aligned. The legacy removal example was inspected in
the browser; the Delete choice enables removal.
- Storybook: Skills / GitHub-synced skills / Sources · Disconnect source
and Sources · Remove disconnected source.

## Risks

- DELETE of a skill source now requires the saved revision and an
explicit copy/delete choice. Old callers must update their request body.
- Deletion removes imported skills and their records. Assigned skills
must be detached first.
- Incomplete legacy versions must be refreshed before keeping copies;
removal does not silently discard supporting files.
- Copies intentionally stop receiving upstream updates. Their IDs and
keys remain stable for assigned agents.
- No database migration. Copy writes use new managed directories and
clean up on failure. Delete restores quarantined files before releasing
publication locks on failure.

## Model Used

OpenAI GPT-6 through Codex, configured model `gpt-6-astra`. The runtime
does not expose the context-window size. Used shell tools, code editing,
tests, and browser interaction.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 07:53:13 -05:00
9bd820e687 feat(storybook): mirror the complete feature-map index (#16052)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes its user-facing capabilities and
verification recipes.
> - Storybook provides isolated UI examples for those capabilities.
> - The previous organization showed only features with primary story
suites.
> - This pull request derives the complete Storybook index from the
upstream map.
> - Readers can find the same features in both places and see related
examples or explicit gaps.

## Linked Issues or Issue Description

Refs #16046 and #16049.

**What existing behavior does this improve?**

Storybook navigation and the downstream feature catalog.

**Current behavior**

The sidebar has 28 primary feature homes. The feature map lists 35. The
main guide groups suites alphabetically by area slug. Related examples
can live under a different feature.

**Proposed behavior**

Use the feature map's eight sections and 35 features in the same order.
Give each feature an Overview page with all its capabilities, related
example links, and missing-example messages. Keep shared foundations
outside the product index. Preserve all existing stories and URLs.

**Reason and benefit**

Readers can move between the feature map and Storybook without learning
a second index. A feature without cataloged examples remains visible.

**Breaking changes**

None to existing story IDs or product behavior. Storybook start and
build now reject stale generated feature pages and ordering. Run the
catalog generator after upstream changes, inspect the output, and review
affected source fingerprints.

## What Changed

- Generate 35 feature Overview stories and capability data from the
upstream map. Generate the inline sidebar order required by Storybook.
- Replace the main guide with the full ordered feature index and search.
Link all related suites from feature pages, even across primary homes.
- Preserve all 223 authored files, 2,210 story IDs, and the existing
docs ID. Keep status, implementation, and fixture classifications
visible.
- Put the generated Markdown catalog in feature-map order. Keep
generated guides outside example counts.
- Update maintenance and review skills, documentation, and generator
tests. Keep the feature map independent of Storybook.

## Verification

- Passed: 16 catalog and generator tests; map checks; token gates; both
skill validators.
- Passed: `pnpm -r typecheck`, `pnpm build`, and the Storybook build.
- Built-index comparison preserved all 2,211 previous entries and added
only 35 feature overviews. Feature order matches the map.
- Browser: inspected the complete index and sidebar, searched for Goals,
opened its overview, and followed a related suite under Projects. The
original suite renders.
- Passed: all 8,170 UI tests in 728 files. Browser checks also covered
empty search, capability-ID search, missing-example pages, the original
editable-text bookmark, the CLI sidebar label, and searching/opening
shared foundations.
- The broad local `pnpm test:run` was stopped after a failure in the
unchanged GitHub chat test `authorizes description edits as the editor,
never inheriting the original author's access`. That exact test passed
alone without code or expectation changes. A complete local repository
suite pass is not established.
- Original revision CI passed after one runner retry. The merged
revision `5ca01c70716f23974680a8019ddc613035d11bc4` passed fresh CI.
Local UI typecheck, catalog checks, 16 generator tests, map checks and
token gates pass.
- Greptile: 5/5 on final commit
`5ca01c70716f23974680a8019ddc613035d11bc4`, with all findings resolved.
- Master merge: inspected source drift in 61 catalog entries and
regenerated INDEX, preserving upstream notes. Marked the sidebar suite
that mounts IssueDetail unreviewed for the new activity query; recorded
limits for composer and channel-default changes. No stories removed.
- Final Storybook build passed. Browser filename searches for
`new-task-composer` and `forms-editors` return the expected feature and
shared example.
- No visual-baseline or full production acceptance claim. The deeper
authored scenario groups remain intact.

## Risks

- The parser depends on the feature-map Markdown contract. It rejects
unknown index rows, omitted feature recipes, and unexpected generated
files.
- A suite can reference several capabilities. A link proves catalog
association, not complete behavior coverage or production parity.
- Storybook treats `/` as a folder separator. Sidebar labels use a comma
for that character; the guide and page headings retain the upstream
name.
- No database, API, authorization, or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
inspection. The exact runtime model ID and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
2026-10-13 07:01:29 -05:00
DottaandPaperclip 7d7f55e4be fix(apps): show user avatars and center access rows (#15577)
## Thinking Path

> - Paperclip helps people manage AI agents and their access to apps.
> - The app access page shows people with linked chat accounts.
> - The identity response omitted the user's saved image.
> - The row placed the avatar beside only the first name line.
> - This change returns the image and centers the avatar beside both
name lines.
> - People can recognize linked accounts and still see initials when no
image is available.

## Linked Issues or Issue Description

**What happened?**

The app access page showed initials even when the linked Paperclip user
had a profile image. The avatar was above the vertical center of the
Disconnect button.

**Expected behavior**

Show the linked user's saved image. Center it beside the Paperclip and
chat names. Keep initials when no image is available.

**Steps to reproduce**

1. Link a Slack account to a Paperclip user with a profile image.
2. Open the app's Access tab.
3. Inspect the person's avatar and the two name lines.

Searched public issues and pull requests. No duplicate fix was found.
Related avatar work in #15095 concerns agent uploads, not linked user
profiles.

## What Changed

- Return `paperclipUserImage` from the chat principal service and
declare it in the API and client types.
- Use the shared avatar primitives and center the avatar beside the full
name block. Keep full names available in hover text.
- Add image and initials examples to the existing Storybook access
story, with image and alignment checks.
- Extend the service test to check saved images and missing images.

## Verification

- Token gates and `git diff --check` pass.
- The 33 existing chat setup and identity-link UI tests pass.
- The OAuth installer service regression test passes.
- Chromium rendered the Storybook Access story at desktop and mobile
sizes. The avatar, name block, and Disconnect button centers all
measured 307 CSS pixels on desktop.
- UI typecheck passes. Full repository typecheck and build stop at the
Rust runner because this workspace has no `cargo`. The initial parallel
typecheck also exceeded the 4 GiB workspace limit. The full local test
attempt was stopped as memory approached the 4 GiB limit; it has no
complete verdict. CI passed the full build, typecheck, test, and E2E
lanes on the initial commit. The previously reviewed commit passed 54
checks with two intentionally skipped Storybook checks. Master was
merged on October 10 to resolve an import conflict; fresh CI is running
for `24badb742d331c1b6ee3e90cbd06defefe5cd634`. Token gates and
whitespace checks pass after conflict resolution. The single retry after
CI runner shutdowns passed. Greptile gives this commit 5/5, with both
review threads resolved.

### Screenshots

The Storybook fixture shows an image, fallback initials, and a pending
account.

![Desktop access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/desktop.png)

![Mobile access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/mobile.png)

## Risks

Low risk. The API field is additive and needs no migration. The image
uses the same avatar primitive as other user identities. Missing or
failed images retain the initials fallback. Other chat providers share
this access row.

## Model Used

OpenAI Codex, GPT-6. Tool use and code execution. The runtime does not
expose a more specific model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 23:54:01 -05:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip 88bf4c6c1d refactor(storybook): organize folders and navigation by feature map (#16049)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product areas and verification entry
points.
> - Storybook has 223 story suites that show production components,
proposals, and retained history.
> - The parent PR maps those suites to features, but their folders and
sidebar still use unrelated groups.
> - This pull request puts the existing suites under feature folders and
uses the feature map's names and order in the sidebar.
> - Explicit meta IDs preserve existing story links while the titles
change.
> - Contributors can find stories through the same product structure
without losing examples.

## Linked Issues or Issue Description

Refs #16046. This is the requested follow-up. Parent #16046 is merged.
This PR now targets master, with its single follow-up commit rebased
onto the parent squash merge. The Storybook implementation is unchanged
by that rebase. Related open Storybook PRs were checked; this change
organizes existing suites and adds no product capability.

## What Changed

- Move all 223 story files into folders named for their primary feature
area. Keep useful scenario groups below the feature's sidebar label.
- Order the sidebar by the eight feature-map sections. Put Overview
first and shared Foundations last. Leave areas with no stories out of
the sidebar.
- Move 19 support files into `ui/storybook/support/` and update relative
imports and active documentation.
- Preserve all 2,210 story IDs and the single docs ID through explicit
CSF meta IDs. Keep all entry names and story exports.
- Record stable IDs and sidebar titles in the downstream catalog.
Validate feature folders, title prefixes, and IDs. Update the
maintenance skill and review evidence.

## Verification

- Storybook build passed. Built index comparison against parent
`75bd3c977cd828d5222823850339e8204f40eb47` found the same 2,211 entries,
IDs, and names.
- UI typecheck passed (`ui/node_modules/.bin/tsc -b` from `ui`, invoked
as `./node_modules/.bin/tsc -b`).
- UI Vitest project: 728 files and 8,176 tests passed.
- Catalog checker and its nine tests passed. Feature-map checks, token
gates, and the maintenance-skill validator passed.
- Chromium: nine existing play cases and one render case reached
`storyFinished: success` with no page exceptions. The guide rendered,
sidebar sections followed map order, and a search for `steering/queue`
opened its preserved story link.
- Source comparison found only meta title/ID changes, rebased relative
references, and updated fixture path text in story files.
- To inspect: build Storybook, start `node
scripts/serve-storybook-static.mjs --port 6136`, and open the Overview
guide. Expand feature folders and use existing story links.
- The complete repository suite was not repeated for this organization
change. The parent records a backend timeout that passed in isolation,
without a complete broad-suite pass. Visual comparisons remain blocked
by the unpublished empty baseline. The separate fixture-server story was
not run.

## Risks

- Open branches that add stories under old paths will need to choose a
feature folder and update the catalog. Cross-feature suites have one
primary home and retain related capability references.
- Sidebar paths change; story and docs IDs remain stable. Automated
references to source paths may need the new location.
- This is one requested follow-up with 258 changed files, mostly moves.
It exceeds the usual review-size guideline because splitting it would
leave the sidebar and folder convention partly migrated.
- Browser verification samples ten stories, not all 2,210. Existing
production/prototype classifications and review gaps remain unchanged.
- Required CI gates and a 5/5 review passed on the original head. Fresh
checks and review are running for the rebased head. Catalog validation
and all nine checker tests passed after rebase; UI, map, skill, and
checker contents are identical to the original reviewed head.

## Model Used

- OpenAI Codex, GPT-6. The exact runtime model ID and context-window
size are not exposed in this session. Used reasoning, repository
inspection, code execution, and local browser automation.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 22:29:22 +00:00
DottaandPaperclip 9e721264e9 feat: maintain Storybook through a downstream feature catalog (#16046)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storybook supports review of its production UI and proposed designs.
> - Its 223 story files have no consistent link to product capabilities
or record of component and mock provenance.
> - Old compositions can drift while they still look like current
product examples.
> - This pull request adds two maintenance skills and a catalog that
consumes the existing feature map.
> - The first audit preserves all stories and fixes proven fixture
drift.
> - Contributors can now find examples by feature and see what still
needs review.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Storybook maintenance, feature discovery, and the accuracy of isolated
UI examples.

**Current behavior**

Stories are already centralized under `ui/storybook/`, but their sidebar
has 51 top-level groups. Production components, local prototypes, and
historical designs are not consistently distinguished. The old guide
uses manual coverage claims. GitHub searches found no duplicate
feature-map catalog change.

**Proposed behavior**

Keep existing story locations and IDs. Add a downstream catalog keyed to
stable feature capabilities. Record product status, rendered subject,
data boundary, and declared review dependencies separately. Use
dedicated maintenance and review skills to reconcile drift and report
evidence.

**Reason and benefit**

The catalog makes existing examples reusable without treating mock
behavior or old designs as production acceptance. The feature map
remains independent of Storybook.

## What Changed

- Add `maintain-storybook` and `review-storybook` skills with
contributor guidance.
- Inventory all 223 story files. Generate a feature index and provide
searchable navigation in the existing Overview story. Track direct
subjects through relative imports and local wrappers, including the
primitives demonstrated by foundation suites.
- Add a checker for inventory, capability references, duplicate IDs, and
declared-source drift, with eight regression tests. The parser test
covers real nested CSF files, export filters, explicit IDs, and play
counts.
- Preserve historical designs and classify mixed wrappers. Record the
initial audit and remaining parity work.
- Align the question-dismiss/send fixture with production behavior. Add
dismissal and confirmation-reopen regressions and repair the editor
selector.
- Exclude three exported fast-response fixtures from story discovery and
add the missing render-time callback spy.

## Verification

- Passed: `node scripts/storybook-catalog.mjs`, `node --test
scripts/storybook-catalog.test.mjs` (8 tests), and `node
scripts/check-maps.mjs`.
- Passed: validators for both new skills, `pnpm check:token-gates`,
`pnpm -r typecheck`, and `pnpm build`.
- Passed: final Storybook build; nine selected browser `play` cases;
three fast-response render cases; feature-guide search/link navigation;
question-fixture reset on reload.
- Built-index comparison preserved all 2,208 original story IDs and
added only two new regression cases.
- Passed: `pnpm exec vitest run --project @paperclipai/ui` (728 files,
8,176 tests).
- The full `pnpm test:run` has reported a 15-second timeout in the
untouched backend case `connects advertised Workspace gmail.read without
mutating definitions in authenticated`. The exact test passed standalone
without changing code, expectations, or timeouts. The remaining broad
run was stopped after this failure. The full suite is not verified.
- Visual comparison is blocked by the existing empty baseline manifest.
The managed-accounts API/DB fixture was not started. See
`maps/storybook-map/REVIEW.md` for exact scope.

## Risks

- This is an initial inventory and targeted audit. 188 suites still
require deeper state and fixture parity review.
- Review hashes cover declared dependencies. They do not follow all
transitive production imports or prove semantic correctness.
- The catalog requires upkeep when stories, mapped recipes, or declared
subjects change. Shared mocks still need feature-by-feature contract
review.
- No production application source, database schema, or upstream
feature-map contract changes.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, shell tools, file editing, and
Chromium browser verification. The exact runtime model ID and context
window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 17:20:00 -05:00
DottaandPaperclip f0e12c8519 Add managed Slack setup with an independent own-app path (#15679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connects a person to an agent through an installed app and a
verified identity.
> - Independent installations must remain usable without Paperclip Cloud
or manager credentials.
> - Approved Cloud deployments can use Slack manager grants to create
and install each agent's app.
> - Both paths should share credential storage, identity checks,
recovery, and the existing runtime.
> - This pull request adds gated managed setup and keeps independent app
setup under Advanced.
> - It also makes ongoing connection settings and personal test messages
easier to use.

## Linked Issues or Issue Description

**Subsystem affected**

Slack setup, connection settings, tenant credential storage, and the
Cloud connector handoff.

**Problem or motivation**

Approved deployments need an installation flow without pasted
configuration tokens. Open-source users must retain their independent
Slack app flow. A connection manager also needs a simple way to check a
bot from Settings.

**Proposed solution**

Use the managed path when the instance is configured to support it.
Choose agent and Connect are the two visible stops. Continue starts
authorization or installation. Use your own app remains under Advanced
before creation. Save personal manager grants by company, Paperclip
user, Slack user, workspace, and manager app. Reuse only verified
identities for test messages. Unknown identities must complete a private
Slack connection challenge before linking and receiving the test DM.

**Alternatives considered**

A shared bot would change each agent's Slack identity. Requiring Slack
CLI or a hosted service for self-hosted users would remove independent
installation.

**Roadmap alignment**

This maintainer-requested change improves Connected Apps and
experimental Agent Chat. It adds provisioning and management controls to
the existing Slack runtime.

**Additional context**

The companion Cloud broker profile is a separate deployment
prerequisite. Managed setup remains gated. Existing-app adoption is
deferred.

## What Changed

- Extract Slack registration, provider requests, completion,
customer-owned setup, managed setup, and personal manager grants into
focused services. Preserve the compatibility facade and independent
removal cleanup.
- Add company-scoped manager grants and a registration reference through
an additive, idempotent migration after current master. Keep runtime
credentials separate from app-registration secrets.
- Add authenticated manager authorization, sealed handoff, serialized
refresh and revocation, app creation, managed installation, and
installer-bound OAuth fallback.
- Preserve creation intent, block automatic uncertain recreation, save
credentials before downstream checks, and validate app, workspace, bot,
scopes, and installer identity.
- Add the two-stop production wizard and ordered stories. Keep the
own-app, manual, existing-app, and legacy-draft paths.
- Simplify Settings. Open Slack configuration targets the saved app. The
test-message action has its own row. Remove the old manual-avatar
section, channel-message section, and broken permissions link.
- Add paginated account discovery and a private connection challenge for
unknown accounts. Expired invitations stop waiting and offer a new
private invitation. Save send receipts before provider dispatch and
preserve confirmed delivery when activity logging fails.
- Reinstall the saved managed app on explicit reconnect, replace revoked
credentials, and resume completion. Persist reconnect intent and
duplicate-request receipts without creating another app.
- Update provider browser tests, recovery tests, secret redaction, setup
documentation, and the agent prompt. Preserve current master's durable
verification scheduling.

## Verification

- Full workspace typecheck and repository build passed on `56d389d47a`.
The subsequent reconnect retry fix in `288364eada` also passed UI
typecheck and UI build.
- 114 focused Slack registration cases and 13 production managed-wizard
cases passed, including fresh-token reconnect, retry after installation
failure, and duplicate reconnect requests.
- All nine affected Slack browser cases passed against the production UI
and a disposable fixture server. They cover managed setup, automatic
setup, own-app selection, refresh, recovery, mobile behavior, and
connection settings.
- Eight focused real-database test-message cases passed. They cover a
private ownership challenge, saved grant reuse, account pagination,
revoked and conflicting links, workspace mismatch, disabled DMs, revoked
membership, audit failure, ambiguous dispatch, and secret canaries.
- UI token gates and the production Storybook build passed.
- Greptile reviewed exact head
`288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable
findings or unresolved review threads.
- The full repository test suite and current-head CI are running. Their
final results will replace this line before merge.
- Earlier live feature previews created two bots in the authorized
Paperclip Slack workspace and reused one personal manager grant. Local
managed Continue created and installed a bot without a configuration
token or a separate Add to Slack action. Avatars, welcome DMs, signed
callbacks, and direct replies were observed. A Settings test DM also
arrived in the signed-in user's Slack account.
- Earlier staging thread qualification required manual publication
recovery for one bot. Current-head live qualification remains required
before enabling the production default. Fixture results do not establish
Slack approval behavior in other workspaces.

## Risks

- Personal manager tokens can create apps. They stay in scoped vault
entries. The manager client secret stays at the broker. Company,
actor/session, origin, and app identity checks apply throughout setup.
- The additive migration must also work on qualification instances that
applied earlier branch migrations. Table, column, index, and constraint
creation is idempotent.
- Creation and message timeouts can leave uncertain outcomes. Saved
request IDs prevent automatic duplicate dispatch.
- Unknown Slack identities must receive and complete their private
challenge while signed in. Account selection alone does not grant
Paperclip permissions. Existing revoked or conflicting links are not
overwritten.
- A development-only manager transport uses an explicitly configured
private credential file for local qualification. Production ignores this
transport; no manager credentials are bundled with open source.
- Managed rollout requires Slack approval, the companion broker
deployment, configured secrets, and final live qualification. Removing a
connection does not delete its Slack app.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
tools. The session does not expose the exact serving model ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 15:34:02 -05:00
Dotta a9830414c7 Preserve repository dependencies when importing GitHub skills (#15731)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Skills library imports reusable instructions from GitHub.
> - Some skills depend on shared files and sibling skills outside their
folders.
> - Directory-only imports lose those dependencies.
> - This pull request keeps repository files together and lets users
select which skills appear in the library.
> - Agents receive the original files and paths through the existing
skill delivery system.

## Linked Issues or Issue Description

Refs #14713. Related: #13656.

**Current behavior**

GitHub imports copy independent skill directories. Shared scripts,
policies, helper skills, and credit files can be omitted. One
shared-file error can block every skill.

**Proposed behavior**

New imports keep repository files together at the scanned commit. Show
all skills with their folders and select every skill by default.
Collapse individual package files. Omit unsupported or oversized files
with a warning. Import available content without repair choices or an
extra confirmation. Keep warnings on the saved source.

**Reason and benefit**

Skills can read their shared repository files after Paperclip delivers
them to an agent. Original instructions stay unchanged. Users can
inspect included files and understand omissions before and after import.

## What Changed

- Store immutable company-scoped repository snapshots and associate them
with skill versions. Regenerate the migration after merging master.
- Preserve original bytes, binary encoding, and executable modes.
Shared-file changes version each usable selected skill. Pinned versions
retain their original files.
- Deliver a discovery wrapper with the original tree under
`.paperclip-repository/`. Preserve invocation policy when present. Fork
and create-from-existing retain repository files.
- Keep repository files together for new UI imports. Show every skill,
select all by default, and collapse package files. Remove the
packaging-mode menu. Keep the mobile import footer visible.
- Warn about symlinks, submodules, oversized files, missing references,
and invalid optional manifests. A malformed skill remains selected with
a Needs setup warning. Usable skills still publish, and its original
file remains repository support content. Source warnings persist through
refresh. Unsafe execution and secret-disclosure findings omit the
affected files before snapshot publication.
- Expose saved repository files in the installed skill viewer, including
binary encoding and executable flags. Reads use the immutable
company-scoped snapshot; relative instruction links resolve from their
original repository directory.
- Audit delivered inventories and derive trust from all repository
files. Accept evaluation prose while retaining dynamic-execution
findings. Read blobs in one bounded Git batch and check budgets before
reading support files. Imports never execute setup commands.
- Add scanner, database, delivery, UI, and browser regressions. Update
Storybooks, screenshots, and documentation.

## Verification

- 69 focused scanner, Git snapshot, delivery, and PostgreSQL lifecycle
tests passed. They cover partial imports, warning persistence, missing
references, binary files, executable modes, copies, pinned versions,
cancellation, company isolation, and batched Git reads.
- 110 import, skill-detail, selection-tree, saved-file link, and
Markdown renderer tests passed. A file-switch regression failed before
the resolver fix and passed afterward. Browser walkthroughs cover the
all-selected open tree, repository preview, non-blocking warnings,
missing references, setup problems, warning persistence, and mobile
layout.
- Full workspace typecheck and build passed. Runner E2E TypeScript
checks and design-token gates passed. The full serial local suite was
attempted and stopped after over an hour. The existing 40,000-file Git
streaming stress test failed after 303 seconds on macOS; the broad local
suite is not counted as passed. All 55 applicable PR checks passed on
the final commit, including the full sharded CI suite. Two optional
Storybook workflows were skipped; the five local Storybook walkthroughs
passed.
- On October 12, live campaigns imported the private Poteto repository
through the production GitHub Sources UI, selected architect and bro,
and invoked them with native Codex on local and Daytona. The source
connection was disabled before invocation. Independent filesystem
inspections matched every supported Git blob, size, and executable mode.
Both tasks completed and cleanup passed. Campaigns:
`local-2026-10-12T15-07-39-504Z` (both environments),
`local-2026-10-12T16-08-39-682Z` (local), and
`local-2026-10-12T16-03-33-938Z` (Daytona). Each of the two selected
skills received all 234 supported repository files. Later changes only
affect the installed-file viewer and documentation. This qualifies skill
delivery and instruction reads, not every Poteto workflow or adapter.
- A manual source-checkout test drive imported a synthetic private
GitHub repository with a symlink, an oversized file, a missing
reference, and malformed skill metadata. Available skills published with
their shared checklist. The walkthrough found duplicate warning text
after import; the final UI fix removes that duplicate. The file viewer
exposes saved repository dependencies and resolves authored relative
links without changing the instructions. A follow-up live refresh
omitted unsafe helper files with warnings, preserved every safe file
byte, and survived a server restart.

Screenshots below use the production UI with Storybook fixtures. They do
not replace the live GitHub and runtime checks.

<details>
<summary>All skills visible and selected by default</summary>

![Default repository
import](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-import.png?raw=true)

</details>

<details>
<summary>Import stays available with warnings</summary>

![Import
warnings](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-warning-details.png?raw=true)

</details>

<details>
<summary>Repository file inspector</summary>

![Repository
files](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-files.png?raw=true)

</details>

<details>
<summary>Mobile import</summary>

![Mobile
import](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-mobile.png?raw=true)

</details>

## Risks

- Each selected skill carries a repository copy in the runtime. The
database stores each snapshot once. Runtime transfer and storage
increase with the number of assigned skills.
- Runtime budgets remain: 9,990 repository entries, 1 MiB per file, and
61 MiB total. File omissions are recorded as warnings. Source-access or
download failures retain installed versions.
- Import success does not prove that every skill can run. Environment
dependencies, credentials, delegation tools, and schedules still need
configuration. Imported setup scripts are not executed.
- Live runtime coverage is native Codex on local and Daytona. Other
adapters use the shared delivery path but were not exercised in these
campaigns.

The roadmap marks Skills Manager as shipped. This extends the existing
importer. Related pull requests were checked.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, automated tests, and browser tools. The exact deployment
identifier and context-window size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-12 11:30:20 -05:00
DottaandPaperclip 762d680daf feat(ui): upload files directly in task artifacts (#15964)
## Thinking Path

> - Paperclip helps people manage agent work and retain its context.
> - Task documents and attachments keep that context with the task.
> - The Artifacts panel showed output but could not accept a new file.
> - Uploading through a message can require resuming a paused task.
> - Existing document and attachment APIs can save files directly.
> - This PR adds direct uploads and a drop target to the task panel.
> - People can add context while keeping work paused and unassigned.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task Artifacts panel and its existing document and attachment APIs.

**Subsystem affected**
ui/ — React board UI. No server, schema, or API changes.

**Current behavior**
The Artifacts panel cannot upload a file. It also excludes files
uploaded by people. The message composer can require a task to resume
before it submits attachments.

**Proposed behavior**
Use the upload icon or drop files anywhere in the open Artifacts panel.
The target includes the header, padding, and existing cards. Files save
directly to the task without a message or a pause change.

**Reason and benefit**
People can prepare a handoff on a paused, unassigned task without
starting agent work. Markdown becomes a task document. Other supported
files use attachment storage.

**Breaking changes**
Files from people now appear in Artifacts alongside agent output.
Promoted attachments still appear once. A repeated Markdown filename
creates a separate document instead of replacing an existing revision.
Existing APIs and limits stay the same.

**Additional context**
Related upload API work: Refs #7472 and Refs #7248. This PR adds the
missing task-panel entry point. ROADMAP.md lists Artifacts and Work
Products as available; this is a scoped UI improvement.

## What Changed

- Add an upload icon with no visible label or background.
- Accept file drops across the full task panel, including the desktop
portal header and mobile tabs.
- Show per-file progress and inline Retry and Dismiss actions.
- Import Markdown under a new document key and retain existing
revisions.
- Include files from people in Artifacts and dedupe promoted
attachments.
- Add component and task-journey stories for empty, populated, loading,
error, mobile, and drag-over states.
- Add real browser tests for persistence, pause preservation, duplicate
document names, full-panel drops, and partial failure recovery.

## Verification

- Five Playwright tests passed against an isolated instance started by
the source `test-drive` command. The document API, attachment storage,
pause holds, downloads, and task UI were real. Only the explicit upload
failure was injected.
- The browser tests verified desktop and mobile uploads, document
reading, persistence after reload, no task comments or runs, header
drops, preservation of original and hidden internal documents, reserved
filename handling, and upload retry.
- 163 focused UI tests passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm check:token-gates` passed.
- The full Vitest suite is running after repair of an exhausted local
PostgreSQL shared-memory pool. The initial run failed to initialize
PostgreSQL. Six unattached segments had no living creator or last-user
process; removing them restored free slots.
- CI and the current-head Greptile review are pending.

## Risks

- Artifacts now includes user files, so existing tasks can show more
cards.
- Uploads retain the server's authorization, file-type, size, and
revision checks. No migration is needed.
- Binary attachment uploads use the existing API. A transport failure
with an unknown save outcome can retain the existing API's retry
ambiguity.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot ID and
context-window size were not exposed to this session. The model used
repository inspection, code editing, shell tools, and browser
automation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 08:11:31 -05:00
1b4c803816 fix(costs): preserve usage attribution and explain unavailable run costs (#15948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The cost ledger records usage and controls agent budgets.
> - Some runs lose the selected model or API billing category before
their usage reaches the ledger.
> - The dashboard reports missing costs but does not identify the
affected runs or the available actions.
> - This pull request preserves usage attribution and adds a compact
view of cost gaps grouped by agent.
> - Operators can inspect runs, open agent settings, and record saved
costs without starting new agent work.

## Linked Issues or Issue Description

Refs #15634, #11938, #15879.

This follows the merged subscription reporting in #15634. The older
proposal in #11938 addresses part of ACP model attribution. This change
also rejects conflicting models across a turn, fixes credential-backed
billing capture, and explains cost gaps in the existing dashboard. The
Pi receipt recovery work in #15879 covers a separate adapter recovery
path. This PR preserves unresolved receipts and does not recover
provider usage or reprice past entries.

**What happened?**

ACP results use the requested model even when the runtime selects a
model. Native and OpenCode API runs can report unknown billing despite a
matching API credential. The dashboard shows notices without links to
the affected runs. These gaps make API and subscription totals harder to
interpret.

**Expected behavior**

Record the model selected by the runtime. Identify API billing only from
a matching credential. Keep costs unresolved when reliable usage or
pricing is absent. Show the affected agents and runs. Offer an
accounting retry only when saved evidence is ready.

**Steps to reproduce**

1. Run an ACP agent with its model left unset, or use a matching API
credential with a native or OpenCode agent.
2. Inspect the recorded model and billing category for the run.
3. Open Costs Overview for a period with unpriced usage or terminal runs
awaiting receipts.
4. Inspect the notice and try to find the affected run or the relevant
agent settings.

**Paperclip version or commit**

Current master at `657e71584a0`. The patch is rebased on that commit.

**Deployment mode**

Self-hosted server and local development. The cost detail tests use a
disposable PostgreSQL database.

## What Changed

- Preserve the runtime-selected ACP model in checkpoints and final
results. Conflicting models across one turn remain unpriced.
- Share credential-backed API billing checks across native and OpenCode
results. Keep unknown billing when the provider and credential do not
match.
- Add company-scoped cost detail and accounting retry endpoints. Board
viewers can read details but cannot retry. Agents and foreign companies
are denied.
- Limit each detail category to 25 entries. Use one consistent database
snapshot and sparse indexes matching the filters and sort order. Add the
unknown-billing count to the existing summary query.
- Replace the notice with an expandable count line. Group entries
alphabetically by agent. Show the saved blob icon, link each name to
configuration, and put run and retry links beside the date.
- Preserve estimate and unavailable-price labels on Providers and
Billers; keep retry confirmation after the resolved notice disappears.
- Fetch details only while expanded. Retain the last loaded details
after a refresh error. Retry saved accounting only; do not rerun the
agent.
- Add capture, database, authorization, UI, and Storybook coverage.
Update the implementation contract and cost reporting guide.

## Verification

- `pnpm -r typecheck` passed after rebase.
- `pnpm build` and `pnpm build-storybook` passed after rebase.
- `pnpm check:token-gates` and `git diff --check` passed.
- 1,086 focused tests passed across 17 files. These cover ACP, native
and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI,
Costs UI, and existing accounting regressions.
- Desktop and mobile browser checks passed during UI review. They cover
lazy expansion, alphabetical groups, loaded blob icons, configuration
and run links, keyboard retry, and layout overflow.
- `pnpm test:run` was attempted with command-scoped
`init.defaultBranch=master` for Git fixtures. It was stopped after a
native session recovery failure reproduced on unchanged base
`657e71584a0` (`archives a damaged prior epoch before completing guarded
same-task replacement with real runnerd`). An MCP upload case failed in
the broad run but passed in isolation on both the base and PR branch.
These local limitations do not affect the 1,086 passing focused tests.
- Current-head CI is green, including all unit test lanes, serialized
server suites, runner checks, typecheck, build, policy, and eight
browser shards. Apex re-review is 5/5 on `56de60effdb`; all four
original findings are addressed and every review thread is resolved.
- PostgreSQL applies migration `0333` in the integration fixtures.
EXPLAIN ANALYZE on the production detail statements uses the new sparse
indexes behind 5,000 healthy records in each table.
- Ten provider/biller card cases cover missing and estimated prices; the
retry test covers row removal and notice unmount. A live Storybook
browser check verifies the confirmation and updated count.
- Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality
Details** to inspect the production page with representative fixtures.

## Risks

- Model and billing metadata change for future runs. Estimates still
require complete usage and a supported price. No past cost amount is
rewritten.
- A missing final receipt remains unresolved for budget checks. The
display changes after fifteen minutes; that time limit never authorizes
settlement.
- Accounting retry is a write action. It retains the existing company
checks, receipt fences, idempotency, and audit logging.
- Detail reads are bounded and run only after expansion. They poll every
30 seconds while open. No provider probe or new summary query is added.
- Migration `0333` adds two partial indexes; it changes no stored cost
amounts or table columns. Index creation scans the existing tables and
may briefly block writes during deployment. No lockfile or workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code editing,
browser checks, and test execution. The exact serving model ID,
reasoning setting, and context window were not exposed to 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: Codex <noreply@openai.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-11 22:48:29 -07:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: database, shared contracts, server orchestration,
connections, and UI.

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 40bb466d78 fix(ui): align chat connection and recovery cards (#15771)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task pages show external chat connections and recovery notices.
> - These cards use different widths, colors, and spacing.
> - The difference makes related task information harder to scan.
> - This pull request gives these cards one shared surface.
> - The benefit is a consistent task page for chat and email users.

## Linked Issues or Issue Description

**What happened?**

The external chat banner and recovery notice have different backgrounds,
padding, and widths. The first banner needs more space above it.

**Expected behavior**

Connection, recovery, workspace repair, and task email cards use the
same surface. The chat cards have the same width.

**Steps to reproduce**

Open a task with an external Slack conversation and a recovery notice.
Compare the two cards. Open the Tasks / Context notices story to compare
the updated cards with an AgentMail email card.

## What Changed

- Add a shared token-based surface for task context cards.
- Put chat recovery notices in the same width container as the
connection banner.
- Add space above the connection banner.
- Apply the surface to task email cards and workspace export repair.
- Add a Storybook view with per-card width, color, padding, and corner
checks.
- Give the workspace recovery card its own React key to prevent
duplicate connection banners.

## Verification

- Passed `pnpm check:token-gates`.
- Passed 57 tests for ExecutionBlockerNotice, WorkspaceExportRecovery,
and the external chat banner.
- Passed UI typecheck and UI production build.
- Captured desktop and mobile browser screenshots from the real
components with fixture data. The three cards have equal widths,
backgrounds, padding, and corners.
- Full local typecheck needs Cargo, which is absent in the task
environment. Full tests and build could not complete within the
environment memory limit. Remote typecheck, build, all test shards, and
security checks pass on commit e225a8e47. The Canary Dry Run also
passes. Storybook visual/deploy jobs are skipped by workflow policy.

## Risks

- Low risk. Recovery notices move outside the chat panel. Their actions
and API calls stay the same.
- Verify narrow screens and both task layout modes.

## Model Used

- OpenAI GPT-6 through Codex. Tool use and code execution. The runtime
does not expose an exact model variant or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 10:38:26 -05:00
30c8aa1cc1 fix(ui): remove workspace from task and inbox filters (#15788)
updated 14 checked lines
erclip is the open source app people use to manage AI agents for work
> - The board shows tasks in a list and in the inbox
> - Each of those screens has a filter menu
> - The filter menu includes a Workspace section
> - The list already shows the workspace name, and the user can group by
workspace
> - This pull request removes Workspace from those filter menus
> - The benefit is a shorter filter menu. The workspace label and the
group option stay

## Linked Issues or Issue Description

No public GitHub issue exists for this change. This description follows
the enhancement template.

Related pull request: Refs #15403. That pull request also edits the task
list. It does not remove the Workspace filter.

**What existing behavior does this improve?**

The filter menu on the task list and the inbox.

**Subsystem affected**

ui/ — React + Vite board UI

**Current behavior**

The filter menu shows a Workspace section when isolated workspaces are
on. The user can select one or more workspaces there. The task list also
shows the workspace name as a label. The user can group the list by
workspace. A workspace value in the page address also limits the list.

**Proposed behavior**

The filter menu does not show Workspace. The workspace name stays in the
list. Group by workspace stays. A workspace value in the page address
still limits the task list. A click on a workspace name in the list
still limits the list to that workspace.

**Reason and benefit**

The filter menu repeats a choice that the list and the group control
already give. Removal of that section makes the filter menu shorter.
Saved links that include a workspace value still open the same limited
list.

**Breaking changes**

The filter menu no longer lets the user pick a workspace. A saved
workspace query still works. Decision filters are not part of this
change.

## What Changed

- Remove the Workspace section from the task list filter menu
- Remove the Workspace section from the inbox filter menu
- Keep workspace labels, group by workspace, and workspace query scope
- Update the filter menu test so it checks that Workspace is absent
- Drop a saved workspace selection when preferences load, and keep the
other saved filters

## Verification

- Run `corepack pnpm exec vitest run --config vitest.config.ts
src/components/IssueFiltersPopover.test.tsx
src/components/IssuesList.test.tsx src/pages/Inbox.test.tsx
src/lib/issue-filters.test.ts src/components/IssueColumns.test.tsx` from
`ui/`
- Result: 5 files passed, 111 tests passed
- Open the task list filter menu. Confirm that Workspace is not a
section
- Open the inbox filter menu. Confirm that Workspace is not a section
- Open a task list with a workspace query. Confirm that the list shows
only tasks for that workspace
- Group the task list by workspace. Confirm that the groups still appear
- A browser check of the live screens was not run in this workspace

## Risks

- Low risk. The change removes a menu section. It does not change filter
matching
- A user who used the menu to pick a workspace must use the workspace
label or the page address
- Pull request #15403 also edits the task list. Merge order can cause a
small conflict in `ui/src/components/IssuesList.tsx`

ROADMAP.md does not plan this filter removal. This change does not add a
core feature.

## Model Used

- Provider: xAI
- Model: Grok 4.7
- Capabilities: tool use, code edits, and test execution

## Checklist

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 01:13:35 -07:00
DottaandPaperclip 417db14e7d fix: show credential access errors in task chat (#15741)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use AI connections to run tasks for a responsible user.
> - A connection can deny access when its owner has not shared it with
that user.
> - The task conversation hides this cause behind a collapsed failure
marker.
> - People need to see which connection blocked the agent and how to fix
it.
> - This pull request shows an expanded access error in the task
conversation.
> - The error names the agent and connection, and links to the agent's
AI settings.

## Linked Issues or Issue Description

**What happened?**

A task could fail because its responsible user could not use the agent's
AI connection. The user saw a temporary error toast and a collapsed task
failure. The task did not clearly explain the access problem.

**Expected behavior**

The task should show a visible error that names the agent, the
connection, and the person who lacks access. For example: "Codie is
configured to use Dotta's API Key, but you don't have access to that
credential." It should offer a link to change the AI connection.

**Steps to reproduce**

1. Configure an agent with a personal AI connection.
2. Start a task for a user who cannot use that connection.
3. Open the task after the run fails.
4. Check that the access error stays visible and links to AI settings.

Refs #15714. That change classifies expected connection-sharing denials.
This change makes the same failure clear in task chat.

## What Changed

- Keep the connection display name in private error metadata when a
sharing check denies access.
- Store a private grant reference for the name visibility check. Use one
rule for task summaries and full run responses. Show the name to the
affected user and the connection sharing audience. Other task readers
see a generic label. Strip grant IDs from public run responses.
- Show an expanded error card for native and legacy task runs. Use "you"
only when the viewer is the responsible user.
- Link to AI settings and the failed run. Preserve names on resumed
native runs. Hide the old error after a newer successful attempt.
- Add full task-page Storybook examples, focused tests, and design
guidance.

## Verification

- Passed 249 focused tests for task chat, error text, private error
metadata, and the real database run summary. These include resumed
native runs and viewer access rules.
- Passed all UI token gates on the rebased branch.
- Checked the production task page in Storybook. Verified the viewer's
error, another user's error, mobile layout, and a newer successful
attempt.
- Passed `pnpm -r typecheck` and `pnpm build` in a clean checkout with
Node 24 and the pinned pnpm version. Passed the final server typecheck
after the response filter changes.
- Passed the real database route regression for the connection owner,
affected user, and another task reader. Passed the registered secret
redaction tests.
- The local route checks needed `--testTimeout 60000` for cold imports.
A broader local route run hit cold-import timeouts and an old fixture
assertion that is now fixed. The duplicate local `pnpm test:run`
aggregate was stopped to free resources. The full suite passed in CI
with the normal timeouts.
- Passed the full [final-commit CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/37996148342),
including all server, UI, runner, browser, typecheck, build, and canary
packaging gates. All 54 executed checks passed; two Storybook jobs were
skipped. Greptile reviewed the final commit at 5/5 with no remaining
findings, and every review thread is resolved.
- Review the Storybook group `Task / Credential access` for the notice
and full task-page examples.

## Risks

- Only the allowed connection display name enters the compact run
summary. Credential secrets, grant IDs, and arbitrary error details do
not enter it.
- Existing runs can lack the connection name. They show a clear fallback
message.
- The notice uses the existing task-run relevance rules. A newer attempt
or a completed task hides the old failure.
- No schema migration or API permission change is required.

## Model Used

OpenAI GPT-6 through Codex, with tool execution and browser
verification. The exact serving variant and context-window size are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:06:54 -05:00
DottaandPaperclip 26d71d8def Fix human author identity and viewer-relative alignment in task chat (#15494)
Preserve human author identity in task chat and align only the current viewer on the right. Show other humans and agents on the left with their own identity. Include mixed-author Storybook journeys and regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 17:04:20 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact runtime model identifier and context size are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:01:20 -05:00