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DottaandPaperclip	b8f8b904fa	feat(routines): preserve automation ancestry through webhooks (#18772 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Routines let external services start agent tasks through a normal webhook. > - A repair routine must recognize failures from work that it created. > - The receiver added in #18714 put Sentry payload parsing and repair policy in core routine intake. > - This pull request replaces that receiver with verified creation provenance on normal routine calls. > - Sentry can filter the resulting tags before it sends a normal routine webhook. > - The benefit is reusable provenance and loop prevention without a provider-specific route. ## Linked Issues or Issue Description Problem or motivation A Sentry repair alert can start another repair when its own work fails. The dedicated receiver in #18714 solved this through a Sentry-specific payload contract. Ordinary routine webhooks also need a trusted way to retain the automation that created their tasks. Proposed solution Use the existing public `/fire` route and its current authentication. An optional source run credential proves a live Paperclip caller. Store the caller separately from webhook JSON. Follow recorded task creation links and export bounded ancestry tags on run-failure events. Let Sentry alert filters exclude repair-origin work. Alternatives considered Keep the dedicated Sentry receiver, accept sender-supplied origin IDs, or filter only the immediate routine. The first couples core intake to one provider. The second accepts unverified claims. The third misses child tasks, standalone follow-ups, and calls through another routine. Roadmap alignment This improves the shipped Scheduled Routines and Activity log capabilities. It does not add a new scheduler or incident system. Related work: #18714 is the implementation replaced here; #9727 adds source-task navigation and UI attribution; #10206 proposes exception-led routine dispatch. This PR uses existing task creation records and does not implement either of those broader proposals. ## What Changed - Remove the Sentry-only route, parser, authentication exception, and payload-specific tests and documentation from #18714. - Add optional `X-Paperclip-Source-Run-Token` support to normal routine webhooks. Validate the standard run JWT, company, instance, agent, live run, and cancellation state. Authenticated routine API calls also retain their validated caller. - Add nullable `routine_runs.created_by_run_id`. Keep the reference after source-run deletion so missing history becomes unknown. Separate callers during coalescing, including legacy open tasks. - Follow company-scoped routine receipts, creator runs, task parents, and legacy creation activity. Mark missing, foreign, cyclic, private, or excessive ancestry for safe alert filtering. - Add event-local `automation_origin_status`, `automation_routine_ids`, and `task_shareable` tags through the existing Sentry SDK hook. Cap ancestry at 32 reads and share a 750 ms deadline across metadata and ancestry lookup. Keep the SDK one-second wait and eight-lookup concurrency bound. Redact the source credential from HTTP logs and Sentry request headers. - Preserve unexpected database failures as server errors without rejection bookkeeping in an aborted transaction. Document 409, 415, and 422 responses for the normal webhook. - Keep `routineScopedRunId` as generic opt-in `X-Paperclip-Idempotency-Scope: routine` support. Default trigger receipts and timestamped HMAC replay protection retain their current scope. - Add [the Sentry repair tutorial](https://github.com/paperclipai/paperclip/blob/codex/routine-creation-provenance/docs/guides/board-operator/sentry-run-failure-repairs.md), API documentation, OpenAPI headers, and capability-map updates. ## Verification At commit `0f4a0051528edd1367a921a76a8050c3fd087872`: - `pnpm -r typecheck` and `pnpm build` passed for the full workspace. Migration numbering and safety checks passed. - The focused service, route, Sentry, redaction, and OpenAPI suites passed 228 tests in five files. The database Sentry resolver and OpenAPI invocation passed 33 tests in two files. These are separate invocations with some overlap. - The full routine HTTP suite passed all 15 tests. The authenticated API case failed before the caller-wiring fix and passed after it. The fixture loads the real route-owned services. No test deadline was raised. - The real `@sentry/node@10.71.0` suite passed all 12 tests. It uses an in-memory transport and sends no events to Sentry. It covers terminal failures, saved-message interruptions, event isolation, and source-token redaction. - Regression tests also cover forged, expired, foreign, and cancelled caller credentials; payload spoofing; inherited routine ancestry; legacy coalescing; deleted history; private work; cycles; query and time limits; database error causes; and routine-wide receipts. The new error and budget cases failed before their fixes. - `node scripts/check-maps.mjs` and `git diff --check` passed. The map check covers 35 areas and 192 capabilities. - The full local Vitest command was stopped for a required master merge after four chat shards passed 1,278 tests. No full local pass is claimed. An earlier combined HTTP run hit an existing malformed-ID timeout whose original cause is not established; the final full HTTP suite passes. An extra local run of the unchanged heartbeat scheduling file passed 12 of 13 tests and failed a readiness-status assertion. Its logs also reported a missing fixture user membership. The same 13-test file now passes in current-head CI. - All GitHub Actions checks pass on this commit. Three jobs initially lost their self-hosted runners. One server shard initially failed while deleting a company in an unchanged heartbeat test because of a `company_skills` foreign key. One retry passed all affected jobs without code changes. That server shard passed all 499 tests, and all eight browser shards passed. - Fresh Greptile review is 5/5 on this commit. All six review threads are resolved. The separate Paperclip Review check remains queued. Its bot reports that work is paused. A maintainer must resume the assigned review work to complete that check. No full green check state is claimed while this external gate is pending. - Live Sentry configuration and deployment are outside this PR's acceptance evidence. The tutorial describes setup, a controlled failure, and a repair-origin exclusion check for operators to run after deployment. ## Risks - Normal app webhooks retain the sender's full JSON in company-readable routine history and the execution task. Alert filters and task visibility are not content scrubbers. Operators must scrub sensitive event data in Sentry before forwarding it and keep connection tests in setup mode. - Existing users of `/sentry-run-failures` must move to `/fire` and add the documented Sentry filters before enabling repair intake. The old route is removed. Stored tasks and receipts remain. - The additive migration uses `ADD COLUMN IF NOT EXISTS`. It does not rewrite historical tasks or infer missing provenance. - Unknown or unshareable ancestry is excluded by the tutorial's alert rule. Missing history, an enrichment timeout, or more than five routine IDs can therefore suppress a repair webhook while retaining the Sentry error. - An external webhook without a verified source credential starts a new receiving-routine origin. Its JSON cannot establish upstream Paperclip ancestry. Sentry must not store a Paperclip run credential. - Routine-wide receipt reuse needs a stable sender key. A static Sentry custom header is not a per-event key. The tutorial keeps delivery deduplication separate from loop prevention. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-6 model family, with reasoning, repository access, code editing, and test execution. The session does not expose the 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 - [ ] 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>	2026-11-03 09:33:17 -06:00
DottaandPaperclip	b40e6edaea	perf(inbox): combine startup reads and reduce refetch pressure (#18790 ) ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Mine shows the work and failures that need the viewing user's attention. > - A reload waits for account access, task rows, parent captions and failure state. > - Those reads form several browser request stages before useful rows appear. > - Live invalidations can also restart the same task-list request more than once. > - This change supplies startup data together and removes redundant refresh work. > - It preserves current authority, failure presentation, archive state and row stability. ## Linked Issues or Issue Description Refs #18645. Related: #18642. This change implements the read-receipt behavior independently on current master. It does not use that PR's branch or patch. What happened? Mine starts its primary request after the session, company and board-access reads. It then requests parent captions and rich failure context. Four observed loads spent another 0.45–0.70 seconds after the primary rows arrived. One slower load waited 1.71 seconds for parent context. The same run observed two HTTP 429 responses. These timings identify request waits; they do not attribute the delay to SQL or Node CPU. Read receipts also invalidate general task collections and dashboards. Overlapping parent and child invalidations can start two requests and abort the first. Expected behavior The initial page should use one account-safe startup projection and one complete Mine response. A read receipt should refresh the affected viewer's inbox state. Each invalidation batch should refresh a covered query once. Required captions and current failure state must be ready before first reveal. Existing rows should remain usable during a transient refresh error. Steps to reproduce 1. Open a populated Mine inbox with parent tasks outside the visible index and a current failed run. 2. Reload with browser HTTP cache retained and application query state empty. 3. Inspect the session, company, board access, task-index and context request sequence. 4. Open or mark a task read and inspect the unrelated collection refetches. Paperclip version or commit Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`. Deployment mode Authenticated board UI. Local proof uses the real APIs and database with a synthetic session resolver. No hosted candidate deployment is claimed. ## What Changed - Add optional, same-user `boardBootstrap` data to the existing session response. Seed account-keyed company and board-access reads from it. Keep ordinary endpoint reads for fallback, retry and live reconciliation. A returning account cannot reuse revoked cached access. Cache collection and later real refetches remain effective. - Add the board-only Mine snapshot endpoint. Reuse the canonical issue selector, private-task filtering, run-read decisions, secret redaction and interruption/recovery presentation. Assemble the fixed 100-task page, parent captions and bounded 200-run failure window on the server. Start independent reads together. Optional source errors keep successful task rows usable. - Keep array-shaped source caches for archive and undo. Key Mine source, context and reveal state by account. Validate the response's user stamp before committing it. Remove array-only cross-tab Mine broadcasts, which cannot carry its paired failure context. The server retains authenticated in-flight coalescing. - Scope read-receipt invalidation to the affected viewer's inbox, badges and chat unread state. Keep company and task audit views fresh. Preserve genuine task mutations, run updates and subscription-gap reconciliation. - Remove covered scalar-prefix invalidations within a batch. Preserve predicates, exact matches and different query/refetch constraints. A later event can still refresh again. - Retire Mine in-flight reuse after local company activity or run lifecycle changes. A post-archive read starts fresh. Old work keeps its admission slot until it settles, even if every HTTP client aborts. The eight-compute limit stays in place. - Add API, component and browser regressions. Extend the production timing harness with matching API/UI artifact receipts, retained-cache reloads, request status counts, layout checks and optional controlled network latency. Update API and verification documentation. ## Verification - Full `pnpm -r typecheck` passes. - Full `pnpm build` passes. - Token gates, map checks and diff whitespace checks pass. - 72 Inbox component tests pass. Startup-specific checks pass, including account switching, revoked cached access, malformed/absent bootstrap data and cache collection. The canonical authenticated bootstrap route also passes against real PostgreSQL. - Six real PostgreSQL Mine route cases pass, including full equivalence with legacy authorized projections, privacy, fixed bounds, membership revocation, coalescing, archive freshness and aborted-client admission. Four focused legacy coordinator controls pass. Six assembly tests pass. - Refetch and invalidation regressions pass. Meaningful pre-fix tests observed two request starts and one abort for overlapping invalidations; the fix produces one start and no abort. The archive race test observed the post-archive GET joining the old body before the fix. - All 11 existing startup browser checks pass, including Tasks/Mine code loading, desktop/mobile bounds, non-streamlined Coordinator, task navigation, failed preloading and Back position. The nine focused startup, fallback, partial-source error, rate-limit recovery, archive/undo and geometry cases also pass. The 429 cases use the inherited retry window. Archive and keyboard undo are corroborated through the real API and reload. Authentication and failure fault injection in these cases are explicitly simulated. - Matched production before/after timings are complete. Full aggregate Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate and `review` workflow pass. The 45 build/test/policy jobs are queued; the Build job has no `ubuntu-latest` runner assigned and has executed no steps, so remote aggregate results remain unverified. Paperclip Review and Superagent Security Scan are in progress. Superseded runs for this PR were cancelled. No current-head check has reported a failure; the CI checklist remains open. The remaining step is runner allocation and completion of those external checks; persistent queueing needs the repository CI owner's attention. - Greptile completed on final head `ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding is fixed and resolved; there are no open review threads. ### Matched browser timings Five alternating baseline/candidate pairs per network scenario, measured serially in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a 1440×900 viewport. Both production UIs use their matching real API revision against one fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one paused agent and one terminal failure. No active agent/provider work. HTTP cache is retained; each initial sample reloads the document and clears application query state. Warm navigation and Back retain query state. CPU and throughput are native. The 100ms scenario uses CDP minimum request-to-response-header latency without request interception. It is a controlled request-dependency experiment, not a staging reproduction. Values are median milliseconds with min–max in parentheses. Paired saving is baseline minus candidate for each alternating pair; its median differs from the difference of arm medians. Positive saving favors the candidate. \| Network / journey \| Baseline \| Candidate \| Median paired saving \| \| --- \| ---: \| ---: \| ---: \| \| Native / initial rows \| 187.6 (128.9–208.5) \| 191.7 (130.3–210.9) \| −23.3 \| \| Native / Recent → Mine \| 100.17 (99.90–101.87) \| 100.07 (99.88–101.37) \| −0.16 \| \| Native / task → Back \| 70.45 (56.63–72.02) \| 66.64 (56.52–67.71) \| +4.94 \| \| 100ms / initial rows \| 930.3 (914.1–1015.7) \| 799.0 (697.1–826.0) \| +211.8 \| \| 100ms / Recent → Mine \| 100.09 (97.73–100.16) \| 100.18 (96.65–100.98) \| −0.02 \| \| 100ms / task → Back \| 74.97 (62.77–75.82) \| 75.47 (61.51–76.19) \| +0.35 \| The controlled-latency initial pairs all improve, saving 108.3–217.0ms. Native initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no reliable native page-speed improvement. Warm and Back timings are effectively unchanged. Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms with 100ms latency; these runs do not establish a large startup-only timing gain. API requests through the two-second post-reveal window fall from median 32 (32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms latency. All 20 samples preserve the same ordered 31 task links, first-row DOM identity and geometry. All recorded API responses are HTTP 200; zero unfinished requests, 429s or JavaScript errors. Lower 429 incidence on staging remains unproven. Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`, candidate `4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head `ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map files and existing browser test expectations since that measured candidate; production executable inputs are identical to the measured candidate. Asset hashes, API health revision receipts and every raw sample were retained. These results do not claim hosted-page improvement or deployment of this PR. ## Risks - Startup enrichment adds work to the session read. Failure of this optional projection falls back to the ordinary company and access endpoints. It does not invalidate a valid session or replace per-request server authorization. - Account changes, stale cache entries and same-company navigation can expose old presentation data. Account keys, principal stamps, reveal scopes and canonical bootstrap replacement have dedicated negative cases. Permission failures hide cached task rows; transient network, 429 and 5xx failures preserve them. - Current failure state can differ from the historical failed run. The snapshot uses the existing canonical rich projection and verified missing-ID coverage. Partial context failures retain an explicit retry path. - Mutation retirement follows events delivered to the current server process. This adds no cross-replica invalidation protocol or distributed read-after-write guarantee. - New UI assets require the matching API. Older UI/session consumers retain their existing response and endpoint behavior. There is no database migration, provider call or deployment change. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, browser automation and delegated source review. The exact runtime model ID and context-window size are not exposed by this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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>	2026-11-03 09:28:57 -06:00
DottaandPaperclip	dc9f387edc	fix(api): surface existing skill source import in discovery (#18757 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents discover supported API operations through the public OpenAPI catalog. > - Importing existing skill content must retain its source provenance. > - A normal source-import query misses the applicable operation on its first page because that operation has little search metadata. > - This pull request describes the existing import operation and its source boundaries. > - The benefit is clearer discovery without changing search scoring or import authority. ## Linked Issues or Issue Description What happened? `search_api` does not return `POST /api/companies/{companyId}/skills/import` in the first ten results for `import skill from source SKILL.md`. Source-management operations rank ahead of the import operation. The import entry has only the summary “Import a skill.” Expected behavior Ordinary source-import discovery should surface the existing operation. Its documentation should explain that imported content retains provenance and remains subject to company policy and source checks. Steps to reproduce Call `searchRunnerApi({ query: "import skill from source SKILL.md", limit: 10 })`. Inspect the operation IDs on the first page. The new regression sends this result through the real bounded MCP serializer. Related: #18717 clarifies the separate `create_skill` tool. This change covers the existing source-import HTTP operation. Neither PR is merged by this work. ## What Changed - Expand only the source-import OpenAPI summary and description. Describe allowed local skill directories, supported remote sources, retained provenance and existing access checks. - Add a first-page discovery regression through the actual authenticated MCP bridge and serializer. Keep non-import lookup, company/mode refusal and denial forwarding controls. - Update the feature and access maps with the test scope and its limits. ## Verification - Parent regression: the controlled loopback MCP response lacked the applicable import operation on the first page. - Focused current checks: 2,060 tests pass in `skill-import-discovery.test.ts` and the existing `runner-api.test.ts` owner. - `node scripts/check-maps.mjs` passes. This checks map structure only. - The first head had one server test job cancelled after a runner shutdown signal. The reason for the shutdown is unknown. The reviewed successor removes only two test comments required by contribution rules; its four focused controls pass. The remaining obsolete CI run was cancelled after that successor was published. No same-head retry was used. - The new test is under `server/src/__tests__`, which the production server typecheck excludes and the server Vitest suite includes. - No local app, database, native agent or provider model was run. Normal PR CI on `a4aaae8e320fb1d56cdbff9f376ec832a634a5da` passed with 48 successful jobs and one skipped job, including the required `ci / verify` and `ci / e2e` checks. No completed agent-import journey or reliability result is claimed. - Greptile is 5/5 on the current head with no unresolved threads. The optional Paperclip Review check remains queued. This is not merge authorization. - Keep this core PR open and unmerged. Do not enable auto-merge. ## Risks The expanded metadata can change where this operation ranks for related queries. Search weights, request schemas, HTTP routes, source parsing, authorization and company skill policy are unchanged. The synthetic 403 control proves denial forwarding; it does not qualify the real policy or source-import route. A live import still needs separate acceptance. ## Model Used OpenAI `gpt-6.1-sol`, through Codex with reasoning, source review and code execution tools. The exact context-window size is not exposed by this environment. A separate agent reviewed the source and contract before publication. ## 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>	2026-11-03 06:29:13 -06:00
DottaandPaperclip	ef5b98594f	Explain the human primary-agent control in API discovery (#18747 ) ## Thinking Path > - Paperclip lets a person manage a company of AI agents. > - A primary agent is that person's company preference. > - Only the person's board session can change it. > - Native API discovery explains that restriction but omits the real human control. > - An agent can then suggest a Chat-picker setting that does not exist. > - This change describes the existing profile crown and replacement confirmation. > - It adds no agent authority and no new tool. ## Linked Issues or Issue Description What happened? API discovery for the personal primary-agent preference explains board-only access. It does not explain the supported profile control. A retained native response gave a correct board API alternative but also suggested a primary setting in the Chat picker. The picker only opens conversations. Expected behavior The discovered operation should direct the person to the chosen agent's profile, the crown control labeled Set as my primary, and the replacement confirmation. It must keep the current person's board authority and the agent denial. Steps to reproduce 1. Search the native API for set primary agent. 2. Read the primary-agent operation's description. 3. Compare its guidance with the profile crown and the Chat picker. 4. The current description has no supported UI path. Paperclip version or commit Master `7b8aa60b6d` and the retained evaluated application have this metadata gap. The profile control was checked in both sources. A scoped open-PR search found no matching primary-discovery fix. ## What Changed - Add general profile/crown/confirmation guidance to the existing GET and PUT operation description. - Clarify that the Chat picker does not change the preference. - Keep all other OpenAPI bytes, authority, schemas and handlers unchanged. - Update the two existing capability maps. ## Verification - The actual API search result passes through the existing authenticated OpenCode MCP bridge and its bounded JSON serializer. The parent fails because the delivered description has no profile control. The new result retains the full guidance, board-only actor and original schema. - The existing API client keeps its agent bearer/run identity and propagates a mocked board403. This is client propagation proof, not a new real-route claim. - Initial selected controls:997PASS,1061 intentionally unselected. After relocating the same test into the existing server `__tests__` directory, both complete owning files pass:2058 controls. These are static/protocol controls, not native journeys. - The first normal CI head failed with TS6059 because the test imported Runner source outside the server build root. The successor moves only that test to the already-excluded test directory and adjusts four relative imports. An independent source peer confirms identical test bodies; `--listFilesOnly` confirms build-program exclusion. The failed head is retained. Corrected-head CI41599277833 passed48 jobs/1skip on attempt2 at08:17:23UTC. Attempt1 had46passing jobs but a server4 runner-shutdown cancellation; exactly that job and dependent verify were rerun once on the unchanged head. - Maps and diff checks pass. The initial loopback listen EPERM was a setup failure; the controlled transport test then reached the actual assertion RED. - No Paperclip app, database, browser, model, external provider or real credential ran locally. Full typecheck/build passed in corrected-head normal PR CI. Fresh Greptile5/5 is tied to that exact head, with zero unresolved threads. ## Risks The added description can affect API search ranking. It changes guidance only. It does not impersonate a person, change permissions or automatically select an agent. Future model behavior remains unqualified. The prior mixed failed journey is retained; its separate versioned grading work is not part of this PR. Keep this core PR unmerged. ## Model Used OpenAI `gpt-6.1-sol` with reasoning, source inspection and tool use. Context-window size was not exposed by the host. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-11-03 06:28:57 -06:00
DottaandPaperclip	1e3ab690b0	fix(routines): prevent recursive Sentry run repairs (#18714 ) Validate Sentry failed-run alerts before routine dispatch. Reject repair-generated provenance and private sources. Deduplicate source runs through stable primary-key receipts, including setup retries and suppressed deliveries. Verified with 166 focused tests, server typecheck and build, generated-reference checks, passing required CI, and Greptile 5/5. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-11-02 21:37:11 -06:00
DottaandPaperclip	58308a3e63	perf(apps): scope sidebar review counts to one connection (#18688 ) ## Thinking Path > - Paperclip helps people manage AI agents and their governed app access. > - The Apps sidebar displays a Review badge for one connection. > - It polls the full company attention service every 30 seconds to get two counts. > - That service also loads every profile, rule and active catalog entry. > - This pull request adds an authorized connection read for only those counts. > - The same badge now avoids unrelated profile evaluation and database result decoding. ## Linked Issues or Issue Description Current behavior The contextual sidebar polls company-wide attention. It needs only one connection's signed pending action count and whether any catalog entries are quarantined. Proposed behavior Both sidebar variants poll a connection-scoped count endpoint with existing connection read authority. The full attention API stays unchanged. Reason and benefit The retained 200-profile fixture performs seven service queries and returns 80,115 rows for this badge. The new reader performs one query and returns one row. This reduces local service CPU and avoids unnecessary decoded profile/rule data. Related merged evaluator fixes are already in the baseline: Refs #18673, Refs #18681. A search found no existing PR for this scoped count reader. ROADMAP.md contains no duplicate planned work. ## What Changed - Add the narrow shared DTO, typed client, guarded REST/OpenAPI route and catalog-owned reader. - Count independent aggregates with both company boundaries and exact signed-argument semantics. Keep archived counts at zero. - Update both contextual sidebar variants. Keep the exact badge, 30 second interval and existing attention-prefix invalidation. - Add PostgreSQL differential tests, authenticated HTTP tests, sidebar tests, a repeatable benchmark and access documentation. ## Verification - Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, including both merged evaluator fixes. Service treatment: `0827f7d0b3`; route/fixture refinement: `230c42ee15`; final local existence gate: `390a218254`. - Passed: focused PostgreSQL differential test; assembled HTTP test with board session and agent JWT; 14 sidebar component tests; token gates; map checks; diff check. - Fixture: 200 profiles, 76,000 rules, 1,900 active tools, 695 removed references, 12 agents, a sibling connection and 2,000 unrelated historical invocations. Complete normalized two-count results are equal on both paths. - Quiet local measurement: seven alternating warm pairs after two warmup pairs, Node 24.22.2, macOS, real disposable PostgreSQL. Legacy/new service CPU median: 213.891/1.680 ms; ranges: 209.329–228.552/0.515–6.137 ms. Wall median: 156.867/1.248 ms; ranges: 151.739–162.289/1.115–1.386 ms. Queries: 7/1. Returned rows: 80,115/1. - Run `cd server && node --expose-gc --import ./node_modules/tsx/dist/loader.mjs scripts/benchmark-connection-review-counts.ts`. See `doc/connection-review-counts.md` for scope and failure history. Byte-volume accounting runs outside timing; no HTTP payload reduction is claimed. - Initial raw scalar SQL failed with ambiguous columns. Typed subqueries fixed it and passed real PostgreSQL equality. Initial fixture agents lacked permissions and correctly received 403. The final fixture grants explicit authority and tests revocation. An initial benchmark included byte serialization in timing; the reported run excludes it. - Passed required local `pnpm -r typecheck` and `pnpm build`. The initial sandbox typecheck could not open the tsx IPC socket; the escalated rerun passed. Full monolithic `pnpm test:run` was not run locally: repeating a 15–25 minute suite serially across both performance PRs adds no distinct evidence. Broad suite acceptance uses final-head CI, which runs the same general/serialized test partitions and the native Runner lane. Final-head CI is in progress. - Passed built-static Chromium journey on an owned local-trusted server and disposable PostgreSQL: Review 3 appears, only scoped counts are requested by this sidebar, resolving requests/clearing quarantines then reloading removes the badge, and archived counts are zero. The first ad hoc launcher omitted required decision-service options and failed at startup; using the normal no-op wake callback fixed that harness. - Greptile identified an invalid resolved-request fixture label. Corrected `denied` to the declared `rejected`, then reran the real PostgreSQL differential test. The count SQL and non-pending exclusion are unchanged. - The first final-head CI failed the static cross-tenant existence-oracle guard because the new explicit resource company assertion had no nearby `hasCompanyAccess` gate. Existing management admission already rejects foreign resources with 404. The route now also follows the standard local two-step gate. The unchanged guard plus authenticated HTTP negative cases passed (3 tests). No allowlist or test was weakened. - These local service measurements do not prove hosted performance. No deployment is included. ## Risks Low risk. New read admission reuses existing current-authority checks. The old attention API is unchanged. Counts still require database work over relevant pending/catalog rows. No cache, schema migration or telemetry is added. Roll back this PR if the badge differs or scoped reads deny previously permitted users. ## Model Used OpenAI `gpt-6.1-sol` (Sol 6.1), with reasoning, tool use and code execution. The host does not expose the configured 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 - [ ] 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>	2026-11-02 17:12:22 -06:00
DottaandPaperclip	554a770c6f	perf(apps): scope connection profile configuration reads (#18687 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps Permissions page reads saved access profiles for one connection. > - The page fetched every company profile, rule, and binding. > - It used only the app profile and eligible task-granted profiles for that connection. > - This pull request adds a saved configuration read owned by the profile service. > - The route keeps current connection and per-profile management checks. > - The benefit is fewer database rows, less Node work, and a smaller response for the same displayed configuration. ## Linked Issues or Issue Description Subsystem affected Server profile configuration reads and the Apps Permissions and Review data caller. Problem or motivation One connection page loaded and serialized unrelated company profiles. In the local fixture, this produced a 32.35 MB response with 76,001 rule rows. Proposed solution Select the displayed connection's app profile and exact eligible connection-intent profiles before loading their entries and bindings. Return an explicit configuration DTO with complete selected arrays. Keep summary and pending-review work on the existing full API. Alternatives considered Filtering the full response in the browser retains the database and Node cost. Truncating the full API would break other clients. Filtering entries to the connection would lose selectors and bindings needed by saves. Roadmap alignment This improves the existing governed Apps capability. It does not add a new access policy. Related merged work: #18673 and #18681. Related harness cleanup: #18683. Public PR searches found no duplicate connection configuration projection. ## What Changed - Add `ToolProfileConfiguration` and `GET /api/tool-connections/{connectionId}/profile-configuration`. - Select `app:<connectionId>` at any status and exact active, correctly bound `connection_intent` profiles. Run the existing per-profile visibility filter before configuration queries. - Preserve complete ordered entries and bindings. Keep all save behavior, empty-binding install fallback, and the existing full profile API. - Switch AppDetail and AgentConnectionAccess to the configuration DTO. Use a distinct cache key below the existing profiles prefix so mutation and reconnect invalidations still refresh it. - Add real PostgreSQL differential and authenticated HTTP tests, UI caller coverage, a reproducible benchmark, and access-map documentation. ## Verification Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, after both #18673 and #18681. Final head: `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`. Current implementation and reproduction details are in [the performance note](https://github.com/paperclipai/paperclip/blob/b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22/doc/performance/2026-11-02-connection-profile-configuration.md). - AppDetail: 79 tests passed. Existing access/action saves, install fallback, grant removal, errors, and refresh cases use the new caller. - Real PostgreSQL differential: passed. Full ordered selected configuration equals the old full-list selection. Cases cover extra bindings, sibling selectors, wrong source/key/status/binding, null and non-string agent metadata, fresh mutations, empty app bindings, visibility filtering, and company scope. - Production HTTP authentication: API key and run JWT cases passed. Hidden personal accounts omit spanning profiles. Private connection reads fail. Restored ownership restores visibility. Revoked management grants deny fresh calls. Final UID canonicalization and foreign-company 404 assertions passed on the current head. - Map structural check, token gate, and `git diff --check`: passed. - Required local `pnpm -r typecheck` and `pnpm build`: passed on the current head. `pnpm test:run` was started once. Its first chat shard passed (337 tests, 151.87 seconds); the second shard was intentionally interrupted after the complete final-head CI suite passed. This partial local attempt is not a full local test pass. The same stable-runner general and serialized partitions and Runner lanes passed in [final-head CI](https://github.com/paperclipai/paperclip/actions/runs/41538805231), including aggregate `ci / verify`. No local assertion failures were observed before interruption. - Final-head focused acceptance: four files, 85 tests passed. Full token gates, maps, and module boundaries passed. - Actual browser acceptance passed on the current checkout with isolated real PostgreSQL and a local trusted board. An action saved as Off persisted after reload. Both app agent bindings stayed intact. Removing an agent-only task grant persisted after reload. Requests used only the narrow profile endpoint. No browser exceptions occurred. No responses were mocked. No provider calls or hosted changes were made. The helper stopped the owned runtime and database after the check. - Final exact-head checks: 54 success, one clean neutral Paperclip Review, three skipped, zero pending or failures. Legacy Snyk status: success. No inline review comments. - Greptile reviewed exact head `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`: 5/5, no findings, completed successful check. Five alternating unprofiled pairs ran with real PostgreSQL on macOS/arm64, Node v24.22.2, and forced GC. The fixture has 210 profiles (200 heavy profiles plus ten eligibility cases), 76,001 rules, 1,900 active tools, 695 removed tools, and 12 agents. The selected configuration has two profiles and 1,391 rules. Each pair asserts complete ordered selected DTO equality. \| Measurement \| Full list \| Configuration read \| \| --- \| --- \| --- \| \| Service wall ms, median [min, max] \| 200.927 [193.319, 213.390] \| 6.414 [5.508, 6.973] \| \| Node CPU ms, median [min, max] \| 262.751 [246.727, 271.573] \| 27.525 [22.576, 29.308] \| \| Select queries / returned rows \| 7 / 78,139 \| 3 / 1,397 \| \| Actual response JSON bytes \| 32,353,534 \| 592,233 \| \| Serialization wall ms, median [min, max] \| 90.714 [88.715, 99.304] \| 1.644 [1.637, 1.745] \| \| Serialization CPU ms, median [min, max] \| 90.644 [88.569, 96.778] \| 1.654 [1.637, 1.807] \| Reproduce: `node --expose-gc --import ./server/node_modules/tsx/dist/loader.mjs server/scripts/benchmark-connection-profile-configuration.ts 5`. The benchmark measures the service and actual response JSON separately. It excludes HTTP and authorization work through an identity visibility callback. Node CPU does not include PostgreSQL CPU. No hosted or foreground-under-load improvement is claimed. Preserved failures: offline install lacked a locked tarball; frozen online install passed. Sandbox localhost and tsx IPC restrictions blocked initial DB/typecheck attempts; permitted retries use the same checks. The first HTTP suite needed the unbuilt plugin SDK; its owning build helper fixed setup. Shared typecheck caught a missing barrel export, now fixed. A broad typecheck inherited the host's unpinned nested pnpm executable; the owned stalled process was stopped and restarted with pinned pnpm 9. The complete current-head CI suite and aggregate verify passed. The separate Paperclip agent review published 5/5 with no findings at this head and completed with a clean neutral conclusion. An added foreign-company assertion expected 403; the existing guard correctly returned 404. Only the test expectation changed. The first real browser attempt saved and reloaded the action correctly, but grant deletion returned 422: the stress fixture had a company binding, which makes that profile the company default. The UI showed the existing deletion error. The second browser seed used the production agent-only intent shape and passed removal and reload. This does not change the stress fixture or product deletion gates. Initial external browser script attempts also needed an ESM extension and the correct dependency path. Logs, first-failure screenshots, traces, and result files are retained in the local evidence directory. ## Risks - SQL selection must stay aligned with connection-intent eligibility. Differential fixtures cover the exact current predicate. - A selected connection can still have many rules. This change preserves all selected configuration. - Per-profile authorization still reads current selected resources and can add work. Connection visibility does not bypass that check. - No migration, default-allow, effective-access, policy-review, provider, or deployment behavior changes. The old endpoint remains available. Rollback restores the old AppDetail caller and removes the additive endpoint. ## Model Used OpenAI Codex, `gpt-6.1-sol`, with code execution and repository tools. The host 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>	2026-11-02 16:55:56 -06:00
Devin FoleyandPaperclip	49b3804830	fix(connections): load permissions and show AI account identity (#18653 ) ## Thinking Path > - Paperclip manages AI agents and their access to saved connections. > - The Permissions page loads account details and permitted agent choices. > - Company-wide AI accounts repeat retained installation checks for every candidate agent. > - This makes target checks grow with the square of the roster size. > - The browser waits without a deadline, and connection names do not identify the provider login. > - This pull request batches direct AI checks and bounds loading with recovery controls. > - Account details load separately and show a provider email or an explicit profile-permission limit. ## Linked Issues or Issue Description What happened? Opening a saved AI account can leave Permissions on “Loading AI account…” for minutes. The account itself can be connected. The existing capability batch excludes AI connections, so a company-wide install repeats checks for every installed agent for every candidate. Saved names and Paperclip ownership also do not establish which provider login a credential uses. Expected behavior Direct AI accounts reuse retained-target checks within one descriptive request. The page shows loaded account controls or a bounded failure with Retry. Permissions shows the provider email and organization when the selected credential permits profile access. An unavailable profile must not block maintenance or disconnect a working inference credential. Writes still authorize current permissions. Steps to reproduce 1. Save an AI account in a company with several agents. 2. Install the account company-wide. 3. Open its Permissions page. 4. Delay the account-list or grants response to exercise the loading failure. The maintained benchmark reproduces database work with synthetic local data. Refs #17945, which added batching for non-AI connections. Searches found no open PR for this AI-account loading fix. ## What Changed - Include direct AI accounts in the existing board capability batch. Referenced pool members, delegated actors, complex selectors, and mutation authorization keep their existing evaluator. - Add opt-in per-caller GET deadlines to the API client. A timed-out caller detaches the stuck coalesced request so Retry starts a fresh fetch. Other callers retain their own cancellation and results. - Apply a 15-second deadline to AI account lists and grants reads. The permissions view retries transient failures once and reports other failures immediately. - Share the parent Permissions grants query with AI account details. Keep loaded controls visible after a background error and offer Retry. - Add a grant-scoped identity GET and OpenAPI contract. The service checks current membership and credential audience before it reads the selected credential. It projects only the provider email and organization; provider IDs, tokens, and raw errors stay private. - Show account details independently of maintenance controls. Anthropic profile denial has an explicit message and preserves connected status. Transient profile failures have a separate Retry action. Observations are cached for five minutes under the company, connection, grant, and grant revision. - Extend real PostgreSQL and authenticated HTTP coverage, client/component regressions, map guidance, and the existing benchmark's AI mode. - Address the Apex file-size finding by moving gallery identity lookup into the existing app display helper module. `AppDetail.tsx` is 984 lines; lookup behavior is unchanged. ## Verification Local source checkout on macOS, Node 25.6.1, pnpm 9.15.4, and disposable PostgreSQL 18.1. Provider calls use fixtures. No hosted deployment or provider qualification is claimed. - Passed `pnpm -r typecheck` and `pnpm build`. - Passed all 87 tests in `connection-management.integration.test.ts` and all 33 tests in `connection-install-capabilities.test.ts`. - Passed 196 AI connection, identity-provider, and OpenAPI tests: `ai-connections.test.ts`, `ai-account-identity.test.ts`, and `openapi-routes.test.ts`. - Passed 107 focused UI/client tests: `client.test.ts`, `ManagedAiConnectionDetails.test.tsx`, `AiConnectionAccountDetails.test.tsx`, and `AppDetail.test.tsx`. - After the Apex extraction, passed UI typecheck/build and 106 component tests across `AppDetail.test.tsx`, `AppNotConnected.test.tsx`, `ManagedAiConnectionDetails.test.tsx`, and `AiConnectionAccountDetails.test.tsx`. - The authenticated HTTP tests compare complete grants responses across human roles, for tool and AI connections. They verify a real install mutation succeeds before revocation and fails afterward. - A company-wide personal AI fixture checks 20 targets instead of 400. Pool-member permission loss still denies the complete pool description. - UI states covered: shared cached grants, stuck account/grants fetches, one automatic retry, terminal failure, manual recovery, authorization failure, background failure with retained controls, and unmount cancellation. Client tests also cover stalled response bodies and independent coalesced callers. - Identity coverage includes actual bearer-key/JWT reads, private-user and cross-company denial before provider access, revoked credentials, provider 401/403/429/500, and grant-change isolation. A real local HTTP fixture stalls the response body, verifies the shared 15-second deadline, and keeps unrelated HTTP requests responsive. The test shortens the native deadline to 100 ms. Profile permission denial leaves the saved account connected. - Passed `pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node scripts/check-module-boundaries.mjs`, and `git diff --check`. - The full local `pnpm test:run` started with the loading-only change. All six chat shards passed. It recorded one failure in the unchanged `heartbeat-retry-scheduling.test.ts` quota-rejection case. That exact case passed a focused rerun on the final head. The initial failure cause remains unconfirmed and its local log is retained; this is not a full local-suite pass. The redundant local run was stopped with SIGINT after final-head CI completed successfully. - [Final-head CI](https://github.com/paperclipai/paperclip/actions/runs/41515556725) passed on `ead8d276d4a2023614fff54b3e9a858f28c3178b`: typecheck, build, all 12 server shards, all 3 chat shards, workspace suites, all 9 serialized suites, all 8 end-to-end shards, Runner checks, and the aggregate verify gate. Security checks passed. Optional Storybook checks were skipped by workflow policy. GitHub reports the branch mergeable without conflicts. - Apex reviewed head `ead8d276d4a2023614fff54b3e9a858f28c3178b` at 5/5, confirmed the extraction resolves its earlier file-size finding, and has no unresolved review threads. The existing benchmark ran for the loading-only change now recorded in commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce`, with `--purpose=ai --baseline-ref=026fd9e3452`. The identity follow-up leaves that batch source unchanged. Two warmups and five alternating samples exercise each of eight fixture shapes. Complete positional capabilities, reasons, and operations match the baseline in every sample. \| AI fixture \| SQL calls before → after \| Target reads before → after \| \| --- \| ---: \| ---: \| \| 1 agent, company install \| 9 → 9 \| 1 → 1 \| \| 32 agents, company install \| 5,248 → 164 \| 1,024 → 32 \| \| 100 agents, company install \| 50,400 → 504 \| 10,000 → 100 \| \| 100 agents, partial install \| 13,175 → 503 \| 2,575 → 100 \| These counts measure the real service over local PostgreSQL. They do not predict hosted page latency. To reproduce the standalone benchmark, use a checkout of commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce` and run the command below. Its isolation check intentionally rejects the later identity follow-up's additional runtime changes. ```sh node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --purpose=ai --baseline-ref=026fd9e3452 ``` Run the final-head regression suites from the repository root: ```sh cd server pnpm exec vitest run src/__tests__/connection-management.integration.test.ts src/__tests__/connection-install-capabilities.test.ts src/__tests__/ai-connections.test.ts src/services/ai-account-identity.test.ts src/__tests__/openapi-routes.test.ts cd ../ui pnpm exec vitest run src/api/client.test.ts src/components/ai-connections/ManagedAiConnectionDetails.test.tsx src/components/ai-connections/AiConnectionAccountDetails.test.tsx src/pages/apps/AppDetail.test.tsx ``` ## Risks Descriptive permissions reuse retained facts within one request. A concurrent change can leave a displayed choice stale; the next request and every write still authorize fresh. Pools with referenced members retain their existing cost. The account and grants clients now bound each caller's wait. A browser abort does not cancel an authorization read already admitted by the server. The independent profile request uses a fixed Anthropic origin, a bounded body, no redirects, and a 15-second deadline. Inference-only credentials can return no email; that is reported without guessing from a Paperclip owner or changing connection health. Profiles are fetched only for the caller's authorized selected grant. No ambient CLI identity, persistent identity cache, background polling, or billing-identity change is added. Other API reads keep their existing behavior. No migration is required. Staging has not been redeployed. ## Model Used OpenAI `gpt-6.1-sol` through the Codex harness in T3 Code, with xhigh reasoning, code editing, execution, and test tools. The host 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 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>	2026-11-02 12:29:03 -08:00
DottaandPaperclip	006d5691a6	feat(server): support volume-free web server handoff (#18518 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its web server also owns controller admission and user commands. > - A rolling deployment starts a replacement before the old server exits. > - Shared database state alone does not preserve local agent files, browser chunks, or in-process commands. > - This pull request adds an opt-in ephemeral server contract and a local overlap test. > - The benefit is a web server that can relinquish traffic and local files without losing acknowledged work. ## Linked Issues or Issue Description Refs #18403, #18327, #18335, #18341. Current behavior The control-plane web server still has local agent-file authority and local command targets. A new container can miss saved bytes or send a command to the wrong process. An existing browser tab also needs chunks from its original build. Proposed behavior Eligible servers share only PostgreSQL, object storage and stable secrets. A replacement waits for readiness. The old server drains admitted requests, keeps owner commands available through handoff, and releases controller leases. Explicit maintenance adopts existing files before the volume is removed. Reason and benefit This is the application prerequisite for rolling app-only deployments. Schema migrations and permanent multi-replica operation are outside this change. ## What Changed - Store agent-file manifests in PostgreSQL and immutable bytes in S3. Treat local roots as disposable projections. Preserve existing permission checks and edit conflicts. - Add an explicit migration, eligibility and object-retention command to the production runtime bundle. - Add `/api/ready`, admitted-request drain, browser restart signaling and retained immutable UI chunks. - Carry transaction-aware work hints across controllers during handoff and active execution. Keep listeners closed when idle. - Deliver durable Stop and runtime responses to the execution owner. Recheck request lifecycle and access before response dispatch. - Reject local-only configuration in ephemeral mode. Keep the feature disabled for existing installations by default. - Add an isolated PostgreSQL/S3/proxy/browser deployment harness with independent server homes and retained failure evidence. ## Verification - All CI checks pass on `ce17b95019d3cf1cabd357d19b6d37f96782cc5c`: workspace typecheck, build, Runner checks, server/general tests and browser shards. Greptile reviewed the runtime changes at 5/5 with all findings resolved; the final commit updates maps and the plan. - Local targeted checks passed: coordinator 27; Stop/recovery 33; PostgreSQL command delivery 6; route/workspace regressions 8; bootstrap Stop 1; restart recovery 75. PostgreSQL command tests simulate the provider edge. - Local browser proof passed 91 reads and 19 saves; reconnect took 1,013ms. The tab opened Audit from S3 after deletion of A's whole home/build. This uses compiled workspace code and local-trusted auth, not released containers or live agents. - Local workspace typecheck/build passed; current server and runtime bundle passed. The earlier broad local suite was stopped after three hours and is not a passing receipt. Its retained failures and isolated reruns are documented in the plan. - Stacked #18526 adds stricter graceful-exit proof, an unready replacement control, live Runner qualification and a Stop handoff correction. Hosted enablement remains gated on those results and Cloud #1096. No hosted stack has been enabled. ## Risks - Apply migration 0422 before enabling the feature. Existing data must pass each owner's migration and eligibility checks. Do not discard a volume based on a single migration page. - Durable manifests remain authoritative after the opt-in is disabled. Rolling back to a binary that ignores them is unsupported. - Cold directory restoration and complete shutdown timing still need qualification before enabling a hosted stack. - Retained UI assets must cover the supported browser and rollback window. Cleanup is explicit; no new idle maintenance polling is introduced. - This change does not claim production zero downtime or authorize a fleet-wide enablement. ## Model Used OpenAI Codex, GPT-6 family. The exact serving model ID and context-window limit are not exposed in this session. Used reasoning, code editing, shell execution 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 - [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>	2026-11-01 01:58:54 -06:00
DottaandPaperclip	66e8fab944	fix: complete native chat responses and improve API discovery (#18364 ) ## Thinking Path > - Paperclip must perform work and report its outcome accurately. > - A chat response and its delegated or operator-owned work are separate stages. > - Native chat contracts instead required literal completion of the user's whole request. > - Agents kept searching or waiting even when a truthful handoff should finish the response. > - OpenCode also has separate acknowledgement backlog and empty-response failure paths. > - This PR aligns chat completion with its current stage and makes OpenCode completion truthful. ## Linked Issues or Issue Description Refs #18098 for retained OpenCode evidence and #18377 for separate eval setup, oracle and reporting repairs. What happened? Real pinned OpenCode 1.18.34 reproduced an MCP timeout behind 800 text fragments. Pilot [41222196525](https://github.com/paperclipai/paperclip/actions/runs/41222196525) separately exposed a fabricated successful reply after a reasoning-only response. Later restart attempts timed out without an answer. Their native criterion literally required restarting the instance, although the chat instructions and authority required an operator handoff. General authority guidance alone did not resolve it. Expected behavior: A standing chat completes its current authorized response. It performs and verifies permitted actions, verifies delegated handoffs, or explains the specific unavailable action and operator path. The worker's task remains separate. Ordinary execution tasks must still complete their requested work. Empty provider responses must not become invented success. Version and reproduction: Actual pinned OpenCode and native Rust Runner, with retained full-stack AWS attempts. Product baseline master `51ea624344`. This PR adds no historical catalog to master. ## What Changed - Build standing-chat completion contracts from the server-owned conversation identity. Scope each current request to the response stage; preserve request text, criterion IDs, order, human-response scope and source revisions. Require verified authorized actions and truthful handoffs. Ordinary task contracts stay strict. Existing admitted inputs retain their saved contract during recovery; new contract content uses the existing revision/hash mechanism. - Guide prospective defaults to their owning resource and preserve existing work unless backfill is requested. Guide unavailable board/operator operations to the supported handoff. These are general chat instructions with no eval identities or expected answers. - Batch adjacent assistant text for at most 50 ms and 4,000 UTF-8 bytes. Preserve text, metadata and order; flush before non-text frames and shutdown. - Give an empty OpenCode response one correction within its existing turn, model, reasoning, context and deadline. Accept actual completed answer parts with incomplete headers. Preserve actual active tool work, bound idle evidence grace and fail truthfully if correction stays empty. - Reject empty OpenCode terminals in Rust without actual prose or an accepted semantic result. Never invent successful replies or evidence. Refresh generated project-discovery contracts. - Preserve accurate public API-discovery descriptions for existing project defaults and managed instance restart operations, including their field scope and authority limits. ## Verification Qualified: [pilot 41256592937](https://github.com/paperclipai/paperclip/actions/runs/41256592937) passes 3/3, with all 35 independent checks passing. \| Case \| Checks \| Full case duration \| Evidence and cleanup \| \| --- \| --- \| --- \| --- \| \| Instance restart \| 9/9 \| 140.1 s \| complete \| \| Project defaults \| 11/11 \| 204.2 s \| complete \| \| Project work \| 15/15 \| 204.0 s \| complete \| All three are original-attempt results from source `c51e079f7f2364305b131ffd549e263ff78c5335`, containing the exact product files from `13c2b61f31d873a475ea0c3c026b19926ff42301`. Actual saved conversation contracts were inspected, as were ordinary native worker contracts where present. Each protected archive includes the actual API state and final PNG; cleanup completes. Original queries, `openrouter/deepseek/deepseek-v4.1-flash-1017`, finite case clocks, concurrency one and zero eval retries are preserved. Earlier passes do not transfer into this qualification. Both current heads pass all checks: product 62 (56 success, one neutral, five skipped), catalog 56 (54 success, one neutral, one skipped). Both have exact-head Greptile 5/5, zero unresolved review threads and clean mergeability. The three trusted private-evidence protocol files remain byte-identical to the dispatch workflow. Raw evidence stays protected. - 2,044 API discovery tests pass. Red controls showed that “restart instance” selected unrelated drain/settings operations and “save project defaults” selected repository replacement. Accurate public summaries now rank the existing operations correctly; route registration preserves descriptions. No endpoint, permission or field behavior changes. - 112 real-database, authenticated HTTP, native Runner and OpenAPI consumer tests pass locally, using disposable task-owned Docker PostgreSQL. It was removed afterward; shared IPC was untouched. These cover persisted contract selection, admitted native input and the model envelope together. The isolated CI suites also pass. - 77 focused contract/input/context tests pass. Red controls catch the wrong conversation predicate; canonical identity requires both agent and user IDs, including the actual heartbeat projection. Ordinary tasks, agent-only issues and planner tasks remain strict. Coalesced requests preserve criterion identities, source hashes and human-response scope. - 144 OpenCode driver tests pass; native core 441 pass, one ignored; packaging 56 pass, six skipped. Server typecheck and build pass. - Real pinned OpenCode/native Runner: a delayed 25-second acknowledgement completes within the original 30-second MCP deadline. The text-fragment control changes 817 notifications / 54.1 seconds / timeout to 45 / 19.0 seconds / accepted finish. Separate fast, six-minute and real authenticated API probes complete 32 tool calls plus finish. These do not reproduce every remaining historical MCP timeout, and no common cause is claimed for all such failures. Retained failures remain attributed to their original source. Earlier runs exposed fabricated empty-response success, prospective-default backfill, a literal whole-task chat criterion, fixture readiness and oracle/reporting defects. The immediately preceding [41250502608](https://github.com/paperclipai/paperclip/actions/runs/41250502608), product `c0bf249807` / source `7b1de24ce1`, is 1/3: work 15/15; restart 4/9 with the repaired contract actually admitted but no answer; defaults timed out before settlement, then exceeded the unchanged 256 MiB original-evidence allowance. Defaults domain behavior on that attempt remains inconclusive. #18377 retains the full attempt ledger, including missing archives and pre-paid cancellations. The fresh 3/3 establishes these selected outcomes; it does not establish full-catalog reliability. ## Risks The shared contract change applies to standing native chats across providers. It changes model instructions and completion scope, while permission, approval and review gates remain enforced by their existing owners. Incorrect model claims remain possible; the product evals independently require actual mutations, native work and delivery. The correction adds at most one provider request within the existing deadline; text batching can delay adjacent text by 50 ms. Three qualified attempts do not establish full-catalog reliability. ## Model Used OpenAI GPT-6 through Codex, with repository inspection, tool use, code execution and live eval tooling. Exact hosted model revision 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 version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge - [x] Final same-source three-cell pilot passes 3/3 with required evidence and cleanup --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-31 19:52:42 -05:00
DottaandPaperclip	8ff812cdde	feat(chat): deliver proactive task messages to agent chats (#18374 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent Chat gives each person a persistent conversation with each agent. > - Tasks and routines produce results outside that conversation. > - Those runs need a safe way to bring a requested result back to the person. > - The server must select the agent's own chat and check the source task's access rules. > - This pull request adds proactive chat messages and unread indicators. > - People can see the result, open its source task, and reply in the same chat. ## Linked Issues or Issue Description Subsystem affected Server, native runner tools, shared contracts, database, and UI. Problem or motivation An agent can report progress on a task or comment on an authorized task. It cannot send a routine result to its own standing chat with the responsible person. A morning review routine therefore cannot leave a visible digest in that person's chat. Proposed solution Add `send_chat_message({body, idempotencyKey})` and `POST /api/agents/me/chat/messages`. The server selects the company, agent, and responsible person from the active run. It saves an attributed comment and audit record in one transaction. The chat shows a source-task link and per-person unread state. Alternatives considered A destination parameter on a generic comment tool would expose unnecessary routing authority. A new delivery worker would add another durable delivery path. This change uses a dedicated tool and the existing comment and live-event paths. Roadmap alignment This extends the experimental Agent Chat capability in `ROADMAP.md`. The existing `enableAgentChat` setting controls it. Related public work: Refs #13282, Refs #13283, and Refs #14408. Searches for proactive chat and unread chat found no duplicate PR. ## What Changed - Add a focused messaging service shared by the native tool and HTTP route. It checks current run ownership, execution mode, recipient membership, task access, and task privacy. - Reuse the canonical company/agent/person conversation. Save the comment and audit record together. Keep task completion and chat execution separate from delivery. - Add source-task provenance and source-scoped retry keys. Identical retries return the saved receipt. Changed content returns a conflict. - Enforce the conversation's fixed agent at the shared comment-write boundary. Keep normal reply cancellation and session checks. - Add chat unread state, accessible agent dots, aggregate Chat indicators, and visible-message read cutoffs. Refresh through existing live events. - Add the request-key constraint, native tool contracts, documentation, capability maps, stories, and regression coverage. ## Verification - Local delivery/security proof: all 38 proactive-message cases pass. Eight credential-scope regressions and four quota regressions fail against the prior source. The repaired delivery and canonical cross-issue cap suites pass all 49 cases; all 31 OpenAPI tests, server typecheck, and capability-map checks pass. The shared per-run cap covers native and HTTP sends, mixed ordinary mutations, concurrent last-slot contention, and retry/recovery without double charging. - Credential tests preserve the authenticated person and authorizer; reject bridge/test credentials and persisted skill-test runs after task-mode changes; and recheck API-key revocation, scope, and responsible person after destination locking. The earlier delivery/native-authority suites passed all 74 cases before the four quota additions. - Four PostgreSQL contention cases cover native and HTTP sends plus retries during a native chat mutation. All four deadlock against the earlier source and pass with destination-before-source/run locking. Recovery and human-reply delivery enqueue only the human comment; a proactive digest never wakes the chat agent. - Passed 108 companion conversation, native-authority, and OpenAPI tests; 112 runner catalog/workflow-report tests; 47 completion-delivery tests; and 25 project-handoff tests. Focused runner tests cover native tool availability without generic API tools. - All 327 affected UI tests, UI typecheck, token gates, and catalog checks pass. The read hook retries at most three times, respects server retry delay, coalesces only seen cutoffs, recovers on reconnect, and cancels on scope changes. - Real browser journeys with a deterministic process agent verify routine-to-chat delivery, first-chat creation, unread state across reload, the source link, secondary chat navigation, and a follow-up reply referring to the digest. This does not qualify live GitHub retrieval or model output quality. - The Storybook showcase uses production components with deterministic network fixtures. Rendered interactions pass for the landing, ordinary read success, transient read recovery, and persistent failure after bounded retries. Both Chat navigation variants update from two unread chats to one while only Kodi's dot clears. Mobile and light variants were reviewed. The existing Coordinator Recents label contrast finding is unchanged; no Linux visual baseline archive exists. - Current master's independent sandbox migration retains 0418. Regenerated the feature migration as 0419 from the combined schema and retained exactly the newest five snapshots; numbering/safety, replay, and schema-drift checks pass. - Workspace typecheck and build passed before PR preparation; canonical server/UI typechecks passed again on the combined tree. Migration `0419_slippery_impossible_man.sql` passes safety and schema drift checks on disposable PostgreSQL, including interrupted index repair, concurrent migrators, one-time owner read-state backfill, preserved receipts, and two SQL replays. A default five-second local snapshot comparison timed out; a diagnostic 30-second run passed without drift. - Earlier failures are retained in the record: full local `pnpm test:run` and broad shards encountered embedded-PostgreSQL startup, timing, and provider-recovery failures. Thirteen selected external-channel cases pass in isolation on the original and changed sources; an unordered comment-row assertion now explicitly orders both reads. The earlier route registry, native tool count, runner catalog, and accessible Chat badge-name failures were fixed and passed full remote CI on `920b3bb7db`. - Repeated managed-skill server8 failures came from CI's newer synthetic merge: its Cloud guard correctly rejected the old local-disk fixture. Master independently repaired the fixture in #18385; this branch keeps that repair unchanged. All 57 managed-skill and Cloud prerequisite cases pass on the combined tree, and that fixture has no remaining PR diff. - Current reviewed head `dc16f314739a6d977bed21cb1446d0e80a541578`: Greptile 5/5 with no findings, Superagent security assessment passed, advisory Paperclip Review 5/5 with no findings, and zero open review threads. All 55 current-head check runs pass, with five expected skips and the advisory review neutral at 5/5; Snyk also passes. No checks are pending or failing. Protected squash auto-merge is enabled and is waiting for required code-owner approval. A normal exact-head merge was refused by the base-branch policy; no admin bypass was used. The previous head's Superagent quota finding is fixed and covered above. ## Risks - Chat remains company-visible. Delivery rejects a source task with private-task, project, or ancestor restrictions. - Read state uses a comment timestamp cutoff. The server retains database precision and never moves a read receipt backward. - The new unique constraint changes comment query planning. An existing regression now uses an explicit row order. The migration builds the unique index concurrently, then takes a brief table lock to attach it. It uses the existing top-level migration and interrupted-index recovery path. - The upgrade backfills missing chat-owner read-state rows at the latest existing agent comment. Existing read receipts remain intact. New chats can still be unread before the human participates. - Quota observation commits atomically with delivery. A rejected send rolls back its attempted denial audit row and any first-chat creation; the canonical warning remains in server logs, and previously spent quota remains enforced. Identical/conflicting retries and receipt recovery spend no extra slot. - This version delivers in-app only. It adds no external-channel, push, or email delivery. - Local full-suite acceptance remains limited by the failures recorded above. The feature stays behind `enableAgentChat`. ## Model Used OpenAI Codex. PR preparation and CI work used `gpt-6.1-sol` with tool use and code execution. The earlier implementation also used Codex, but its exact model ID was not recorded in the visible session. The context-window size was not provided. ## 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 focused tests locally and they pass; the broad local failures are 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>	2026-10-30 21:39:07 -05:00
DottaandPaperclip	6dcf4160dd	perf(chat): load recent messages and page history on scroll (#18358 ) ## Thinking Path > - Paperclip lets people manage work done by agents. > - A standing agent chat can hold months of conversation. > - The chat route forced full-history mode, bypassing compact task loading. > - A cold visit fetched lifetime run summaries and hydrated historical transcripts. > - This PR starts with 20 recent messages and loads earlier pages on upward scroll. > - It preserves the reader's position, current questions, and draft while history grows. ## Linked Issues or Issue Description What happened? Standing agent chats forced full-history loading. A long conversation fetched full activity and run history before it became readable. Earlier comments also used an explicit load control. Expected behavior Open a small recent conversation quickly. Load older messages when the reader scrolls upward. Show an inline loading state. Keep the visible message and composer mounted through paging, live updates, and Back navigation. Steps to reproduce 1. Open a standing agent chat with hundreds of messages and completed runs. 2. Use a fresh browser query cache. 3. Observe full activity and run reads plus transcript requests for historical runs. 4. Compare the recent window and upward paging after this change. Related work: #18312 and #18323 restored compact task and collection loading. #14848 added reopening of visited agent chats. A GitHub search found no open PR for this chat-history optimization. ## What Changed - Return 20 contiguous recent comments for standing chats, with a stable oldest cursor. Keep the existing compact task exchange contract. Use the existing company/issue/time index for cursor reads. - Keep chats compact even if their task view previously expanded history. Retain observed messages through live catch-up and cache-backed return visits. - Keep fetched history pages, acknowledged sends, and the observed recent cursor separate. Reconcile live replies without losing history after a send or deleted cursor. - Hydrate metadata only for newly revealed message/run IDs; preserve prior batches while paging. Slow-send recovery refreshes the recent window. Receipts failures have an independent retry. - Hydrate run summaries only for loaded messages and the latest turn. Validate batches of at most 100 run IDs and keep the existing issue/company access rules. - Reuse hydrated terminal native streams when only history membership changes. Preserve retry, resume, mode changes, reconnect recovery, and interrupted recovery reads. - Load older messages, decision receipts, and task handoffs through upward scrolling. Support wheel, touch, and keyboard input. Keep pending questions visible. - Reserve a status slot while loading. Preserve a logical message anchor and the mounted composer. Pause failed page reads until an inline Retry. - Add database, route, controller, and scroll regressions, plus an opt-in production-build browser rig for long chats on desktop and mobile. Update design and feature/access documentation. ## Verification - The real PostgreSQL cold-open suite passes all 12 tests, including contiguous pages with equal timestamps, complete history, company denial, and scoped run IDs. - Activity route and OpenAPI suites pass 53 tests. The route run allowed local cold-import overhead; CI retains the repository's normal timeouts. - Three new paging regressions fail against the unchanged source. The candidate's focused paging/window suite passes 26 tests. Broader UI verification is recorded below when complete. - Desktop and mobile browser acceptance covers recent-only startup, per-frame reveal geometry, delayed and failed older pages, stable reading anchors and drafts, Back, older comment links, and one persisted live reply. - Full workspace typecheck and build passed locally. The final UI source also passes its typecheck and production build. - Affected UI suites pass: 212 controller/history/paging tests, 352 thread/scroller tests, 26 native-stream tests, plus metadata batching and live-cache hydration coverage. The issue mutation/access route suite passes 179 tests. - All 22 final desktop/mobile browser journeys pass, including delayed image growth. The isolated second-page request proof also passes six repeated desktop/mobile runs. A separate 6,000-message, 3,000-run fixture passes cold-open and delayed-paging checks on both screen sizes, still opening 20 messages and loading one 50-message page. - Final matched production timings use baseline `aa58fa1073` (`index-BaRiMbxd.js`) and candidate UI source `f9a26b9783` (`index-DPWTbsFF.js`, identical application source at final head `bf71ffd5af`). Chromium 151.0.7922.34, 1440×900, 4× CPU throttle, no added network latency, browser HTTP cache disabled, fresh application cache for each cold visit. Both variants block service workers and use the same warm local API server and immutable 600-message/300-run fixture. Only document HTML is intercepted for both variants; API requests are real. The common API revision is `109981f8c1`; subsequent commits change only UI and tests. \| Usable conversation \| Baseline median (range) \| Candidate median (range) \| \| --- \| --- \| --- \| \| Cold direct URL \| 6.57 s (5.69–7.45) \| 3.07 s (2.50–3.28) \| \| Warm in-app return \| 3.76 s (3.54–4.76) \| 0.67 s (0.58–1.46) \| \| Back return \| 2.53 s (2.12–4.20) \| 0.51 s (0.47–1.18) \| Five pairs alternate order. Every paired difference favors the candidate for all three journeys. Readiness requires a revealed, fully visible latest reply above the composer and an editable composer. Return timing starts after the Tasks route renders. Cold API requests fall from 953–954 to 71; API wire bytes fall from 517–559 KB to about 49 KB. Separate CPU profiles and request waterfalls confirm the removal of lifetime event hydration and are excluded from the five timing pairs. Both variants have the same expected missing optional plan document (404) and no browser exceptions. Control recent-window API reads have medians of 37 ms / 32 ms, with shared-host outliers up to 376 ms. The 6,000-message recent-window SQL uses `issue_comments_company_issue_created_at_idx` (22 index rows read for a 21-row probe). Geometry assertions retain a 2-pixel tolerance for the reading anchor and first-reveal layout. These are local synthetic measurements, not deployed staging latency. Earlier timing probes are excluded because they did not isolate service workers or composer clearance. Final head `bf71ffd5afb5684ba9105a3127f617e7adf5139c` has 55 successful checks, three optional skips and one neutral result, with no failures or pending checks. Greptile is 5/5 with no open review findings. ### Failure record Early local attempts exposed an unconditional scroller wrapper that changed the old task layout, and automatic retries on chat page failures. Both were corrected. The original task scroller structure stays in place. Metadata request assertions wait for initial connection recovery to settle, then verify only the new page’s reads; retry/resume/reconnect revalidation remains intentional. The initial review caught a send-before-scroll cache defect; its controller regression failed before the fix. Later rapid-paging checks caught scroll readiness being gated by metadata after the first reveal; readiness now stays enabled once revealed. Live replies use the separate acknowledged-message cache, then catch up from the server cursor. Visual review exposed a pagination wrapper bypassing existing composer clearance. The body is again a direct scroller child; cold-open browser checks require the full latest reply above the composer. A resize-observer regression failed before the fix and now passes. Controlled delayed inline images prove both pinned following and a stable reading anchor on desktop/mobile. The first performance fixture lacked valid native event envelopes and caused missing-log fallbacks. It is excluded from latency claims. The final fixture uses saved native assistant events and conversation session generations. The live test uses a temporary fixture-agent key, attributes the reply to an existing synthetic run, and revokes the key. It starts no model or agent process. Local database attempts failed during a Docker shutdown. The retained disposable database was restored and its suite passed. Early fixture errors included a missing conversation identity field and session generation. Mobile test setup also selected an offscreen sidebar link and reused queued human input. Optional announcements could intercept input; the fixture now dismisses them before the journeys. The scroll observer now waits for the delivered wheel event and settled animation frames, including when the viewport is already at the top. A concurrently running live test briefly changed another probe’s row count; the final acceptance and timing runs were sequential on separate fixtures. The final rig uses the visible mobile navigation and a saved agent reply. Anchor observation waits for the user's scroll to settle before measuring the effect of live updates. The full local `pnpm test:run` attempt hit repeated embedded PostgreSQL initialization failures and failures in untouched native-session executor suites; it was stopped after the repeated environment failures. The targeted real-PostgreSQL suite passed, and final-head CI is required before handoff. The first CI run also caught an exact mock expectation missing the added company scope; the expectation is updated and its 179-test suite passes. The final-head first CI attempt also stalled an assigned child task in the existing plan-approval scenario, then hit a heartbeat-run row lock timeout during fixture cleanup. The failed shard and aggregate check passed on an unchanged rerun of the same commit. Scenario assertions and timeouts were unchanged. The failure and rerun are retained in [CI run 41116120430](https://github.com/paperclipai/paperclip/actions/runs/41116120430). ## Risks - Historical transcript diagnostics no longer load on a cold chat open. Saved messages and conversation events remain available; diagnostic run views keep their full records. - Cursor paging must not omit comments with equal timestamps. Database tests cover timestamp/UUID ordering and the complete set. - Prepended or late content can move the reader. Browser checks cover retained row identity, viewport offsets, mounted drafts, and Back. Previously loaded pages stay in the query cache for its existing lifetime. - Local synthetic evidence does not establish deployed staging latency. This PR does not merge or deploy the change. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use, and code execution. The exact backend deployment 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 (affected checks; limits are 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>	2026-10-30 15:12:24 -05:00
DottaandPaperclip	aa58fa1073	perf(ui): restore fast Coordinator task and inbox loading (#18323 ) ## Thinking Path > - Paperclip lets people manage work done by agents. > - Tasks, Inbox, and Needs You must stay usable as work history grows. > - The Coordinator views bypassed some existing collection optimizations. > - Navigation fetched complete decision cards for a count, and Tasks mounted every loaded row. > - This PR uses the canonical attention rules for small count and task-ID responses. It also restores bounded rendering and the optimized Inbox selection. > - The benefit is less data and less initial rendering work without a second definition of pending work. ## Linked Issues or Issue Description What happened? Coordinator navigation fetched the full attention feed on every cold collection visit. Tasks rendered the entire loaded collection. Coordinator could also select the old Inbox loader when Streamlined UI was off. Expected behavior Fetch only the projection needed by each surface. Start with a bounded set of rows. Keep complete task membership, accurate counts, current permissions, and stable loaded rows. Steps to reproduce 1. Enable Coordinator and open Tasks or Inbox with an empty browser query cache. 2. Observe a complete attention-card download for the navigation badge. 3. Open a large task list and observe that every loaded row mounts at once. 4. Disable Streamlined UI while keeping Coordinator enabled, then open Mine and observe three overlapping compact task reads. Related work: #17756, #3744, #17983, and #18312. ## What Changed - Add board-only attention count and complete task-ID projections. Reuse canonical company, privacy, addressee, deduplication, dismissal, snooze, and archive rules. Skip card bodies, plan/image reads, and presentation roster lookup. - Share the small count read across desktop and mobile navigation. Reuse the page-owned response on Needs You and Needs attention. Keep the newest known count through navigation, including zero. - Use the task-ID index for Needs attention and keep task row hydration in batches of at most 100. - Render 100 task rows initially, across the whole expanded tree. Reveal 150 more at a time through scrolling or a button. Keep existing rows through refresh and append. Defer offscreen leaf layout with shared tokens. - Keep Coordinator on the optimized Inbox when Streamlined UI is off. Use index reads for expanded project recents. - Add real-database, component, and production-build browser regression checks. Update the access and feature maps. ## Verification - All required CI checks pass on `1c68ac8957490a6c8585ba0939355f536c8120bf`: typecheck, build, server/workspace tests, serialized database suites, and eight E2E shards. Greptile is 5/5, with its row-retention finding fixed and the review thread resolved. Storybook checks were intentionally skipped; Paperclip Review completed neutral. - Workspace typecheck and production build passed locally. The final rebased source also passed UI typecheck and production build. Token gates and map checks passed. - The attention service suite passed all 34 tests on disposable PostgreSQL. Final targeted checks cover compact projections, complete-set counts, quality approvals, snoozes, private tasks, and board/company access. Database response capture confirms compact projections do not read plans or images. All 31 OpenAPI tests passed after registering both endpoint contracts. - Six production-build browser journeys passed: desktop, mobile, Coordinator Inbox with Streamlined UI off, Needs You, Needs attention, and an older server page followed by task open/Back. They verify the initial 100-row budget, scrolling, retained DOM identity/height, one owner per attention read, complete task membership, 220 retained rows on Back, and less than 2 px of return-position difference. - The row-budget and Inbox regressions fail against original source and pass with this change. The final three affected UI suites passed 40 tests, and the broader Inbox/IssuesList suites passed 101 tests serially. ### Controlled production-build comparison Baseline `b31ec0a2dc079e32272a8f618425fe92b68bbaec` versus PR head `1c68ac8957490a6c8585ba0939355f536c8120bf`. Isolated baseline asset `index-CS9uPxMx.js`; candidate asset `index-BxJeTQ30.js`. Both UI builds used the same warm disposable API server and database, with 220 tasks and 110 pending board approvals. Chromium 151.0.7922.34, 1440 × 900 viewport, 4× CPU throttle, loopback with no added network latency, alternating baseline/candidate order. Cold cases use a new browser context with network cache disabled; warm cases navigate within the same context. Other host workloads are uncontrolled. Readiness requires the destination collection's first visible task row, then two animation frames. Inbox readiness waits for its canonical Mine route so previous-page rows cannot satisfy the measurement. Five paired samples per case; cold Inbox has a second five-pair confirmation wave because the first result was slower. Times below are milliseconds; parentheses show min–max. Paired savings are the median of individual before-minus-after pairs, not the difference between medians. \| Journey \| Pairs \| Baseline median (range) \| Candidate median (range) \| Median paired saving \| Faster pairs \| \| --- \| ---: \| ---: \| ---: \| ---: \| ---: \| \| Cold Tasks \| 5 \| 2752 (2542–3025) \| 2300 (2275–2524) \| 328 \| 5/5 \| \| Cold Inbox \| 10 \| 2536 (2283–2927) \| 2582 (2117–2856) \| 37 \| 5/10 \| \| Warm Tasks navigation \| 5 \| 2054 (1826–2479) \| 1448 (1419–1548) \| 635 \| 5/5 \| \| Warm Inbox navigation \| 5 \| 2020 (1485–2254) \| 1568 (1289–1848) \| 350 \| 5/5 \| \| Task → Back to Tasks \| 5 \| 1747 (1609–1948) \| 1327 (1238–1355) \| 472 \| 5/5 \| Cold Tasks, warm Tasks, warm Inbox, and Back improved in every measured pair. Cold Inbox latency is inconclusive: the two waves pointed in opposite directions, with the candidate faster in 5/10 pairs. This PR claims less badge work there, not a proven cold Inbox latency improvement. The canonical badge response shrank from 200,039 to 359 decoded bytes (encoded HTTP transfer: 8,125 to 598 bytes). The compact response also skips card payloads, plans, images, and presentation-only roster work. These are measured mechanism reductions, separate from end-to-end latency. Needs You still owns its full card feed; Needs attention owns its complete task-ID projection. Reproduction setup and assertions are in `tests/perf/collections/README.md`. <details> <summary>Individual paired readiness measurements (ms)</summary> \| Journey \| Pair \| Baseline \| Candidate \| \| --- \| ---: \| ---: \| ---: \| \| Cold Tasks \| 1 \| 3025 \| 2283 \| \| Cold Tasks \| 2 \| 2542 \| 2275 \| \| Cold Tasks \| 3 \| 2752 \| 2424 \| \| Cold Tasks \| 4 \| 2783 \| 2300 \| \| Cold Tasks \| 5 \| 2641 \| 2524 \| \| Cold Inbox \| 1 \| 2927 \| 2702 \| \| Cold Inbox \| 2 \| 2422 \| 2629 \| \| Cold Inbox \| 3 \| 2409 \| 2606 \| \| Cold Inbox \| 4 \| 2621 \| 2769 \| \| Cold Inbox \| 5 \| 2539 \| 2856 \| \| Cold Inbox \| 6 \| 2283 \| 2117 \| \| Cold Inbox \| 7 \| 2466 \| 2558 \| \| Cold Inbox \| 8 \| 2674 \| 2286 \| \| Cold Inbox \| 9 \| 2696 \| 2389 \| \| Cold Inbox \| 10 \| 2533 \| 2183 \| \| Warm Tasks navigation \| 1 \| 2479 \| 1423 \| \| Warm Tasks navigation \| 2 \| 2228 \| 1548 \| \| Warm Tasks navigation \| 3 \| 2054 \| 1419 \| \| Warm Tasks navigation \| 4 \| 1826 \| 1448 \| \| Warm Tasks navigation \| 5 \| 1954 \| 1518 \| \| Warm Inbox navigation \| 1 \| 2020 \| 1661 \| \| Warm Inbox navigation \| 2 \| 2198 \| 1848 \| \| Warm Inbox navigation \| 3 \| 1733 \| 1497 \| \| Warm Inbox navigation \| 4 \| 2254 \| 1568 \| \| Warm Inbox navigation \| 5 \| 1485 \| 1289 \| \| Task → Back to Tasks \| 1 \| 1721 \| 1330 \| \| Task → Back to Tasks \| 2 \| 1747 \| 1275 \| \| Task → Back to Tasks \| 3 \| 1948 \| 1355 \| \| Task → Back to Tasks \| 4 \| 1609 \| 1327 \| \| Task → Back to Tasks \| 5 \| 1790 \| 1238 \| </details> ### Failed attempts and limits - The local full repository command hit embedded PostgreSQL startup failures and 16 failures in the untouched native session executor suite; it was stopped. The full local suite is not claimed green. CI on the final revision provides the broad test result. - A concurrent local UI run hit timing failures under host contention. Inbox/IssuesList subsequently passed all 101 tests serially. No tests were weakened to address these timeouts. - CI caught two integration gaps introduced during this work: missing OpenAPI entries for the new endpoints, and an attention fixture incompatible with the routine filters added on master. Both were fixed; the affected 31 OpenAPI and 40 UI tests pass. - The final revision's first CI attempt failed two untouched tests: scheduled-retry batch cancellation and the tool-access audience/archive race. Both failed jobs passed when rerun without changing the revision. Their original failed attempts remain visible in [the workflow history](https://github.com/paperclipai/paperclip/actions/runs/41083379875). - Browser evidence uses synthetic disposable data. This PR is not deployed staging or production verification. ## Risks - New attention sources must preserve canonical eligibility. Both projections call the existing collector, so they share its permissions and complete-set behavior. - The count and task-ID caches must not stand in for full decision cards. Each projection has its own key under the existing attention invalidation prefix. - A row budget can omit descendants if applied per parent. The tests cover one global budget across a large expanded tree, refresh, append, reset, and incremental loading. - Local browser evidence uses synthetic data and is not staging deployment proof. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use, and code execution. The exact backend model deployment 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 (affected suites; broad-run limitations are listed 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>	2026-10-30 11:58:53 -05:00
DottaandPaperclip	7e27bc5007	fix(tasks): keep anchored opens compact and stabilize saved cards (#18092 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task pages must make the current instruction and recent conversation readable quickly. > - Compact startup avoids reading all earlier messages and run activity. > - Every URL fragment previously selected the full-history path, even for documents. > - Saved document cards also arrived after the conversation was visible. PR statistics could add another row later. > - This pull request keeps anchors compact and reveals the saved conversation structure together. > - The benefit is stable reading position without loading unrelated history. ## Linked Issues or Issue Description Related: #17593 introduced compact startup. #14667 covers earlier reveal and scroll work. This fix retains the bounded history contract. What happened? Opening a task document link loaded all task history. Ordinary cold opens could reveal messages before saved document cards and plans arrived. Later PR metadata added a statistics row and changed card height. Expected behavior Every URL fragment keeps compact startup. Document links open their pane. Older-comment links fetch only the target comment. Saved cards keep their geometry after first reveal. Steps to reproduce 1. Create a task with many comments, a saved plan, documents and saved PR work products. 2. Delay the enriched task response and open the task. Observe cards inserted after messages appear. 3. Open a document fragment. Observe full comment, activity and run reads. 4. Delay PR metadata refresh. Observe each card grow when diff counts arrive. ## What Changed - Remove fragment and tab checks from automatic history expansion. Resolve validated comment UUIDs through the authorized single-comment endpoint, encode their path components, retain fetched targets across document navigation, and preserve cancellation/deletion cache updates. - Include the saved plan, document metadata and local work-product projection in the core task read. Skip recovery, workspace and related-task enrichment. Do not refresh providers. Summary queries no longer select other document bodies. - Seed saved work-product and plan queries from core, including already pending or errored reads, without replacing known lists or an authoritative empty result. Coordinate the bounded recent reads, saved cards, latest transcript and settled initial pane width before first reveal. Keep the thread and composer mounted during refresh and explicit expansion. - Open continuation summaries in the document pane. Reserve PR statistics geometry while provider metadata loads. - Add a reusable synthetic local task, nine browser checks, frame measurements and video. Extend the PostgreSQL core-route fixture with a saved PR row and assert its identity, URL, state and stored metadata survive the response. Update design guidance and capability maps. ## Verification - Red: visible document/plan cards changed from 0 to 1 to 4; thread height grew from 690 to 1,432 pixels. Green: all seven saved cards appear before reveal, with constant thread height and zero per-card movement in the final reviewed browser run. The final 1,492-pixel layout includes the reserved PR statistics lines. - Red: delayed PR diff counts changed all three cards from 62 to 82 pixels. Green: their heights stay at 82 pixels before and after metadata refresh. - Nine browser journeys pass: delayed enrichment, document/comment/unknown/continuation anchors, document clicks and explicit history expansion with a retained draft, missing-comment retry, delayed PR statistics, and retained older-comment position after document navigation. - 583 focused UI tests passed on `c91fa107ba`. After the plan-cache follow-up, all 212 affected page/cache/plan-hook tests and UI typecheck pass, including 14 plan-hook cases. The original 16 focused PostgreSQL tests passed for the server changes. - Merge-review red: holding the duplicate stored work-products read blocked the first reveal past 10 seconds despite core already containing the saved cards. Both empty and populated core projections now reveal while that request remains pending. Malformed-comment tests prove no target request is made; API tests prove path encoding and abort-signal forwarding. - The populated core-route test now inserts a real saved PR work product alongside the plan and documents, then checks the complete saved projection through HTTP. All ten task cold-open PostgreSQL tests pass. - Plan-cache review red: an existing pending or errored plan query prevented the saved core plan from reaching the consumer. Four real-hook cases failed before the data-presence fix and pass afterward, for both present and absent plans. A separately fetched newer plan or known absent plan remains authoritative. - Further layout red: the initial properties pane reduced visible thread width from 775 to 742 pixels after reveal. The reveal now waits for two stable width frames; the browser check includes width, height, card counts and per-card geometry. - `pnpm -r typecheck` and `pnpm build` passed for the original change; UI typecheck and build pass after review fixes. Token, module-boundary and map checks pass. `pnpm test:run` was stopped after about 15 minutes in the serialized server lane. No full local test-suite pass is claimed. On the earlier head, hosted build/typecheck and all Vitest lanes passed; one E2E shard failed because the agent-configuration clipboard helper copied page text into its YAML parser. On `c91fa107ba`, Greptile was 5/5 and every E2E shard passed, including the earlier clipboard case. One unchanged Discord chat-binding test in server shard 8 returned false after 185 ms; its 16-test integration file passes locally without changes. The CI cause remains unestablished. On `be436ce492`, both server shard 8 and E2E shard 7 passed without changing those tests or their product code. On final head `e357b3bced`, all CI jobs pass, including full general and serialized tests, all eight E2E shards, typecheck, build and the aggregate verification gate. Exact-head Greptile is 5/5 with no findings. The overall status rollup contains 55 successes, two intentionally skipped Storybook checks and a neutral Paperclip Review. That advisory review ended without a complete assessment; all previously posted findings are resolved and it added no current findings. - Test startup exceeded an initial 5-second deadline once while development assets and other checks were active. The final browser checks allow 10 seconds. These runs establish geometry and bounded requests; they do not establish a reliable latency improvement. An initial 503 error fixture exercised global reconnect/backoff. The target-comment failure test uses a terminal 404. - Browser data is synthetic. Provider metadata is simulated for the delayed-response check. No staging deployment or live provider execution is claimed. ## Risks - Core task reads now include local saved-card queries and the saved plan body. Other document bodies and all historical run activity remain outside that path. - First reveal waits for the bounded current structure. The existing 15-second incomplete-history fallback and inline retry remain available. - Continuation-summary links open in the document pane in the current task interface. Classic tasks keep their existing surface. - No migration or mutation permission change. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code editing, shell tools 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 - [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>	2026-10-29 09:13:01 -05:00
scotttongandPaperclip	71f0c0c99e	feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983 ) <!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People coordinate work through conversations, tasks, and requests for input. > - These surfaces must share task state and preserve the context of each decision. > - The existing workspace makes people switch surfaces to follow that context. > - This pull request adds an optional Coordinator workspace with linked conversations, tasks, documents, and decisions. > - Each person can enable it in Settings > Experimental and return to the classic workspace. > - The benefit is a coherent path from a request to an assigned task and reviewed work. ## Linked Issues or Issue Description Subsystem affected UI, server, shared contracts, and database. Problem or motivation People need a consistent way to start tasks from agent conversations, answer questions, review work, and return to the source context. Decisions and task state must agree across these surfaces. Proposed solution Add a personal, default-off workspace experiment. Keep one conversation per agent. Add task proposals, compact task and decision cards, contextual document panels, and a Needs You queue with search, filters, sorting, grouping, and history. Alternatives considered Replacing the classic workspace for everyone would remove the opt-out path. Keeping separate decision state in each surface would create conflicting answers. This change uses the existing canonical task and interaction records instead. Roadmap alignment This supports the existing agent chat, task management, and human review capabilities. It is an experimental presentation choice. The user requested this isolated implementation after design review. No Discord discussion is claimed. ## What Changed - Add per-person workspace preferences, a default-off setting, and an additive migration. - Add Coordinator navigation, pinned destinations, task lists, agent switching, and contextual panels. - Link task suggestions and creation to the source conversation. Default new task ownership to the current agent unless the user specifies another owner. - Share pending questions, decision receipts, exact review targets, and history across tasks, chat, and Needs You. - Preserve task access, assignment authorization, revision binding, and required output review gates. - Add compact document links, relative timestamps, composer controls, and reduced-motion support for task and decision transitions. - Add component stories, regression coverage, and capability-map documentation. ## Verification - Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29, 2026 at 00:10 UTC: MERGEABLE, 56 checks passed, four conditional skips, no pending or failed checks. [Current CI run](https://github.com/paperclipai/paperclip/actions/runs/40790639688) passed without a rerun on this head. - Fresh Greptile 5/5, zero new comments and zero open review threads; Superagent passed with no suspicious changes. [Checks](https://github.com/paperclipai/paperclip/pull/17983/checks). - Local workspace typecheck/build passed after the latest rebase. The final account-read patch passed UI typecheck/build and all 12 related preference/settings tests, including a delayed real-client request across account changes. Earlier scoped checks cover review deduplication/replay, decision deep links, cross-surface state, access boundaries, and migration replay. - Local database/browser rechecks after the latest rebase were limited by exhausted macOS shared-memory IDs: `initdb` failed before database creation. The local run passed 31 UI/snapshot tests and skipped 24 database tests; those skips and the blocked local browser start are not claimed as passes. The independent Linux CI database and browser checks passed. No running dev database or host setting was changed. - Upstream migration 0403 is preserved. Preferences and durable review retry aliases are generated as replay-safe migrations `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest snapshots are retained. Every detected conflict was rebased and pushed before waiting for CI/review, as requested. - The PR is unmerged. The active master ruleset still requires code-owner approval for the changed Paperclip skill; no approval or rule change was performed. <details> <summary>Earlier verification failures, integration history, and evidence</summary> These entries preserve prior checkpoints and failures; the current acceptance result is above. - Focused UI and server checks from the isolated build are recorded in the implementation plan. - Browser checks covered the opt-in shell, navigation, task/document links, and decision card states. No new live provider trial is claimed for this handoff. - Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, rebased onto master `8bc051245` immediately after its GitHub review-repair migration took 0403. Preferences are generated as idempotent `0404_tense_silver_sable.sql`, preserving upstream SQL/journal/snapshot history and five newest snapshots. GitHub reports MERGEABLE after the immediate lease-protected push. Scott's updated instruction is to rebase and push every conflict resolution first, without waiting for CI or Greptile; verification follows the push. - The final reviewed feature tree was consolidated for repeatable single-commit rebases. The complete previous commit history remains reachable through local recovery ref `codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot `0e1bbdf4e`). The actual rebase completed, and its tree hash exactly matches that resolved snapshot. The force-with-lease required the known remote head `0e6ef7c44`, protecting against concurrent branch changes. No PR merge or permission/runner setting change occurred. Fresh CI/review are in progress for the current head. - `2001132fa` received Greptile 5/5 with one nonblocking account-switch read finding. Current head detaches path-coalesced preference GETs and disables HTTP caching, retaining React Query's account-scoped sharing. A delayed real-client GET regression proves account B can load its saved choice before account A responds, and A's late response only updates A's cache. Preference/settings tests 12/12 and UI typecheck passed; its review thread is resolved. Fresh current-head CI/reviews are pending. The prior CI chat shard 3 ended with “The operation was canceled” and no assertion failure ([job 123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631), `/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed to that cancellation. - `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass. All browser tests including the repaired YAML shard passed, and 54 checks passed. General server shard 9 ended with “The operation was canceled” and no failed assertion; its test step was marked cancelled (job [123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893), log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was started after the workflow completed, but master moved while it ran. A local nested-clone check timed out in its 30-second database-startup hook and then failed cleanup before the 20 database cases ran; this is retained as a local verification limit (`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or proof of the CI cancellation cause. - Following Scott's instruction, the new conflict was rebased and pushed immediately without waiting for that rerun. Upstream's `0403_natural_cerise.sql` is preserved; regenerated preferences and retry-alias migrations are `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`, replay-safe with five newest snapshots retained. The YAML helper conflict combines upstream's click and header behavior with the editor-selection guard and injected regression. Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase work. Current head is MERGEABLE. Full workspace typecheck/build passed; UI and snapshot checks passed 31 tests, but 24 database tests were skipped by the local support probe, and the local browser server could not initialize PostgreSQL. A direct disposable `initdb` diagnostic established the host limitation: `could not create shared memory segment: No space left on device` (`shmget`, shared-memory IDs exhausted, not disk space). No dev database or host setting was changed. Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`, `/tmp/pr17983-2001132-db-probe.log`; checks: `/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`, `/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`. These local skipped/blocked checks are not claimed as passes; fresh CI on independent runners is in progress. - `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass, but [E2E shard 7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925) failed parsing an Advanced YAML clipboard read beginning with “Skip to Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`. Current head hardens the test helper to verify editor focus and selection, clear stale clipboard content, and require the YAML header at the start of a fresh copy before parsing. Saved-state assertions and timeouts are unchanged. All six Advanced YAML browser journeys passed on a disposable local instance (41.0s); the exact lost-response journey also passed with a one-time injected surrounding-page copy, verifying rejection/reacquisition (17.6s). The precise browser focus/clipboard timing in CI remains unproven; the observed invalid-read path is now guarded and deterministically exercised. Logs: `/tmp/pr17983-yaml-clipboard-scope-browser.log`, `/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head CI and reviews are pending. - `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking deep-link finding. Current head preserves attention links using `?decisionId=`: the requested pending decision is rendered even beyond the first 40 cards, focused and scrolled into view, then only that parameter is consumed so later refreshes do not refocus. Other URL parameters remain. Needs You tests 10/10 and UI typecheck passed; its review thread is resolved. The preceding post-rebase regression run passed 45/45 tests. Fresh current-head CI/reviews are pending. - `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and Superagent pass. While 32 checks had passed, master moved and caused a documentation conflict in `maps/feature-map/onboarding.md`. Rebased immediately, preserving both onboarding paragraphs. The complete four-commit branch was pushed as `19e6dcb0b` before waiting on CI/review, per Scott's instruction. A transient Git index lock interrupted the first continue; the command sequence briefly pushed intermediate `34e298c07`, then the completed rebase was immediately pushed. All feature and security/retry fixes are present; local recovery ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase history. The only tree differences from that ref are upstream's two smoke-test files and the combined documentation paragraph. GitHub reports MERGEABLE. Fresh current-head verification is in progress; prior-head review results are not current acceptance. - `21efa3120` passed Superagent but Greptile scored 4/5 for a valid retry-key persistence bug: an acknowledged duplicate key could reopen a resolved review. Current head adds an additive, replay-safe `0404_light_swarm.sql` migration for indexed, task-scoped aliases from acknowledged retry keys to the canonical interaction. Alias registration and retry lookup occur under the existing task lock; payload/actor mismatch still conflicts, and each canonical review permits at most 100 aliases. Original and acknowledged keys replay the terminal result rather than creating a new gate. Five newest migration snapshots are retained. Service/routes tests 165/165 passed; final quality review plus migration replay/snapshot checks 25/25 passed; server typecheck passed. The P1 thread is resolved in code; fresh current-head reviews and CI are pending. - `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile findings, but Superagent check [123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812) correctly flagged unbounded pending quality-card creation. Current head fixes that under the existing task-row lock: equivalent requests with fresh idempotency keys reuse the pending card; conflicting requests for an unresolved deliverable return the existing interaction ID; pending cards are capped at ten per task across all reviewers. Distinct outputs remain independent, and already-answered items in a partially pending batch can receive a fresh review. Added real-database concurrency, cross-card duplicate, partial-answer, and hard-cap regressions. Quality review 22/22 tests and final server typecheck passed; earlier service/routes 163/163 tests passed before the final partial-answer refinement. One added assertion initially expected a service HTTP error, but duplicate keys are rejected earlier by the existing shared schema; the assertion now verifies that validation. Fresh current-head CI/reviews are pending; the action-required security result is not treated as passed. - `c9c575e5f` completed all 56 checks successfully with four conditional skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are fixed in the current head: independently bound quality approvals now each remain visible in attention; changing/clearing URL-backed assignee/status filters updates the URL and survives task navigation. Both review threads are resolved. Regression evidence: attention service 34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server typechecks and the full workspace build passed on `69c2c7543`. The first new UI test run caught an assertion racing React Router's transition; waiting for the navigation before asserting passes without weakening the navigation/remount checks. These older-head green checks are not claimed for the new fix commit. - Preceding `0e6ef7c44` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, and passed Superagent. A fifth migration-metadata collision arrived before the final Runner job finished. Those green results are preserved as prior-head evidence, not current acceptance. - Previous fully verified migration head: `0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master `f8226b051` after the fourth migration-number collision. Master added terminal GitHub-response migration 0401 while the final native check ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and preferences are generated as idempotent `0402_yielding_blink.sql` on top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE after the push. All 1,155 relevant migration/review/interaction/native-execution/remote-assets tests, workspace typecheck/build, migration guards and whitespace checks pass. Fresh exact-head CI/Greptile/Superagent are pending. - Immediately preceding head `36c67cf03` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, plus passed Superagent security. No retry was needed for that head's CI. Master advanced and introduced only a migration-metadata conflict while its final native check ran, so that green result does not establish acceptance of the current integration. Four consecutive collisions (0398, 0399, 0400, 0401) during verification are retained as concrete integration churn; a brief pause of competing migration merges was requested, without assuming it happened or changing any repo setting. The PR has not been merged. - Prior fully verified head: `36c67cf03`, on the clean `30059c0ed` integration of master `efd65c112`. The last Greptile P2 is fixed: Needs attention retains the participant-agent scope through authoritative server membership queries for each pending task, including historical participation when another agent currently owns the task. It does not approximate participation with current assignment or enumerate every company task. The actual view-switch regression and all 31 focused task/routing/collection tests, UI typecheck/build, token gates and whitespace checks pass. Greptile completed a fresh 5/5 review on this exact head (review 19) with zero new comments and no open review threads. CI and Superagent remain in progress; no current-head CI failure has been reported. - Head `30059c0ed` received Greptile 5/5 with that one nonblocking participant finding, now fixed. Superagent passed that head. Current-base integration restored the ephemeral RunsOn fleet after a superseded workflow retained queued aggregate jobs: normal cancellation was insufficient; the single force-cancel request was interrupted but readback confirmed that obsolete run cancelled and current CI began on the trusted fleet. No cancellation retry or runner/security/workflow changes were made. Its partial CI was superseded by the necessary participant fix and is not current acceptance. - Previous compatibility/base-sync head: `30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master `efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports MERGEABLE after the push. Coordinator keeps Inbox standalone under More without rewriting the instance's Combined Inbox preference; opting out restores that preference. Saved merged-Inbox URLs resolve to their original owner, task status presets remain usable, and canonical repeated `workspace` parameters retain scoped, deduplicated pagination (including Needs attention). All 192 broader routing/Inbox/sidebar/privacy/review tests and the final 16 task-page tests pass, as do workspace typecheck/build, token gates and whitespace checks. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The preceding `d5b9be5bd` remained mergeable but its CI routing gate intentionally fell back to GitHub-hosted runners: “stacked base merge commit does not contain the current base branch.” All 45 downstream jobs stayed queued. Current master was merged cleanly to refresh the pinned base; no runner/security settings or workflow logic were changed. Greptile scored that preceding head 4/5 with the two compatibility findings fixed here. Its automatic Superagent scan was inconclusive at checkout; the documented retry was still pending when superseded. Those results do not establish acceptance of this current head. - Previous approval/migration head: `d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master `ba5bba86d` and the stale-output approval correction. GitHub reports MERGEABLE after the push. The fresh P1 finding is fixed: every submitted item now validates and locks its bound output inside the resolution transaction, whether or not it carries a required-quality-review binding. Real database regressions verify that an advanced document revision or deleted attachment refuses the entire batch without recording approvals, and current ordinary output reviews still resolve. All 272 combined migration/review/interaction tests pass; workspace typecheck/build passed. Fresh exact-head Greptile and CI are pending. The automatic Superagent scan ended inconclusive at checkout; one documented on-demand retry is pending. These are explicit verification limits, not passed security results. The P1 thread is resolved. - Master consumed the next migration slot three times during this verification pass: confirmation recovery took 0398, continuation recovery took 0399, and GitHub acknowledgement recovery took 0400. Each upstream SQL/journal/snapshot is preserved unchanged. Preferences are now generated as idempotent `0401_white_lenny_balinger.sql` from upstream 0400; exactly five snapshots remain, and replay coverage locates this migration by table content. This is recorded concurrent integration churn, not a claim that older green results apply to the latest base. - Head `ed3b68da9` fixed the two history/URL findings with 26 focused regression tests, server/UI typechecks, workspace build and token gates passing. Greptile then scored that head 4/5 with the stale-output P1 corrected in the current head. Its partial CI is superseded, not counted as current acceptance. - Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge of master `063cfd438`. The two fresh Greptile findings are fixed: history outcome filters now match recorded per-item verdicts in SQL before pagination (mixed reviews remain in both applicable outcomes), and same-page URL assignee changes/back/forward navigation update that filter without clearing independent filters. All 26 focused database/navigation/collection tests, server/UI typechecks, workspace build, token gates and whitespace checks pass. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The `8458d39d9` migration integration also passed all 328 targeted migration/interaction/confirmation tests, workspace typecheck/build and Superagent security scan. Greptile scored that head 4/5 with the two functional gaps fixed in the current head; those prior-head checks are not current acceptance. - Migration integration head: `8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master `063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE after the push. Master advanced twice during this conflict-resolution pass: first its confirmation-recovery migration took 0398, then its continuation-recovery migration took 0399. Both upstream migrations and journal entries remain unchanged; Coordinator preferences are now generated as idempotent `0400_sad_guardian.sql` from upstream's latest snapshot. Exactly the five newest snapshots remain. The replay regression now locates the table migration by content instead of hardcoding a renumbered filename. - All 328 targeted question/review/confirmation/migration tests passed again after the second merge. Workspace typecheck/build and fresh exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed workspace typecheck/build and Superagent security scan, but was superseded because master consumed migration 0399 while those checks ran. That prior-head result is not acceptance of the current head. No production settings or runner/security permissions were changed, and the PR has not been merged. - Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`, integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub reports MERGEABLE after the push. The renewed conflicts were `0398_snapshot.json`, `_journal.json`, and the top imports in `issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery index and journal history are preserved unchanged; Coordinator preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with replay coverage updated and exactly the five newest snapshots retained. Both terminal confirmation notifications and Coordinator task assignment/required review behavior are preserved. - All 328 targeted interaction/review/confirmation/migration tests pass, as do workspace typecheck, map validation and whitespace checks. The workspace build and fresh exact-head CI/Greptile/Superagent checks are pending. The first migration-generation attempt hit the sandbox's local IPC restriction before generating files; the unchanged authorized local generation completed successfully. Prior-head green checks below do not establish acceptance of this merge. - Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`, with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE. Greptile completed a fresh 5/5 review on this exact head with zero new actionable findings and no open review threads. The [fresh CI workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319) completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E shards. Final completed check set: 55 succeeded, four conditional checks skipped, zero pending/queued/running checks, and one neutral/inconclusive Superagent scan. The auxiliary commitperclip review and isolated native Runner compilation/cache-reuse check both passed. This is not a claim that Superagent produced a passed security verdict. GitHub still reports MERGEABLE against current master `60b8089a44b4eaa37e627adbfdf2f130bda13335`. - Current-head E2E: all eight shards and the aggregate passed, including the previously failing YAML browser journey. Serialized server shard 9/9 failed: the protected YAML projection test exceeded its original 15-second timeout; its late update request then reached the next test's reset mock (the captured payload is the prior test's model/label update). All 88 tests in that exact unchanged file passed locally in 38.03 seconds, with no timeout or assertion changes. The original slow-request cause remains unproven. CI failure log: `/tmp/pr17983-8b7-serialized9.log`; local recovery: `/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged shard rerun passed, and the workflow completed SUCCESS. Rerun log: `/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is retained; a passing retry does not establish its original slow-request cause. - Greptile scored preceding head `4873704be` 5/5 with one valid P2: opened task decision records missed company-scoped live invalidation. The current head uses the existing company decision prefix for resolution and effect-completion events, and resets private record payloads on access changes. Its thread is resolved. All 107 focused record/live-update tests, UI typecheck/build, token checks and whitespace checks pass. - CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML lost-creation-response journey: its clipboard helper selected page text starting with “Skip to Main Content” instead of YAML. The exact unchanged journey passed in a disposable local browser instance (1 test, 17.1 seconds). No assertion, timeout or production behavior was weakened; the original failure cause remains unproven. Failure log: `/tmp/pr17983-487-e2e7.log`; local check: `/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML browser suite also passed locally (6 tests, 37.8 seconds). Fresh current-head CI subsequently passed this journey and all other E2E shards. - Both the automatic and one supported on-demand Superagent scan on `4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base checkout failed or timed out.” These do not count as a passed security verdict. The current head's automatic scan and one documented on-demand retry also returned the identical neutral checkout failure, with zero annotations or further diagnostics. This is an external scanner blocker, not a passed security verdict. No security settings or permissions were changed. - Recorded decision links now render and focus the full source-task record in both Classic and Coordinator, including recorded choice, submitted inputs, and the existing effect-result resolver. Fresh terminal records take precedence over older open-decision cache entries. Context and account checks keep mismatched or inaccessible records out of the DOM; no decision-history tab was added to tasks or chat. The shared company live-run feed now drives live-only filtering, including ended runs and terminal tasks with stale run entries. All 213 focused tests, UI typecheck/build, token and whitespace checks pass; the final focus follow-up passed all 188 task-detail tests and UI typecheck. The first new navigation test failed because its test host omitted company context; the host was corrected before the passing run. - Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1` merges master `1aa3a21ac` after four additional upstream commits. The sole conflict was competing imports in `server/src/services/issues.ts`; both quality-review policy and inbound wake-notice notifications are preserved. The PR-specific review import now sits beside execution-policy imports instead of the frequently changing first line. GitHub mergeability is rechecked after the push. - On the combined master tree, workspace typecheck/build, all 153 affected UI tests, map validation, and whitespace checks pass. Four server suites passed 77 tests; the fifth suite's module-import hook timed out while broad verification was running. Its unchanged isolated run passed all 41 tests in 7.2 seconds with the original timeout. This records recovery without claiming the original import-timeout cause is proven. CI on `375c5e895` passed every substantive job, including all eight E2E shards and Superagent; Greptile found the two functional gaps fixed in the current head. A short-lived `669d90876` commit added the main fixes before the focused navigation follow-up. - Immediately preceding head `9d9737b49` completed all 56 checks successfully with four conditional skips, Greptile 5/5 and no open findings, plus a successful Superagent scan. The signoff E2E shard passed on its single accepted rerun; its initial cancellation/timing failure is retained below. Master moved again while those checks ran, requiring this final integration rather than treating the prior head's green result as current acceptance. - Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was subsequently conflicted by moving master. The master merge preserved durable account-bound writes and Coordinator UX. Workspace typecheck/build, 416 focused UI tests, and 142 affected comment-route tests passed. A stable full UI run on preceding head `938ad1665` passed all 9,833 tests across 836 files; its final full workspace build also passed. - Greptile found nested proposal project inheritance and Classic bound-revision links on `91be74952`. Both were fixed with 142 interaction-route tests, 113 focused UI tests, and UI/server typechecks. Its next review identified a valid draft-preservation bug in the new Classic loading UI. Head `9d9737b49` keeps loading/error notices outside editors and annotations while preserving dirty drafts; 115 focused review UI tests pass, including pending/failed revision loads and continued draft editing. All related threads are resolved. Greptile completed a fresh 5/5 review of `9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings. - CI on `938ad1665` exposed an integration regression with the newly merged durable startup saves: the personal preference gate blocked the task page before its first session lookup. The guarded title editor now mounts while that lookup is pending, with presentation-specific tools still gated. All 216 affected component tests pass. The unchanged five-test `disconnect-write-recovery.spec.ts` browser suite passes against a newly launched disposable local-trusted PostgreSQL instance on port 33219, including the exact failed startup-save journey. No live provider, hosted authentication or production proof is claimed. The helper-owned test server exited and the port has no listener. UI typecheck, built-browser assets, token and whitespace checks pass. - Initial durable-write merge tests found duplicate imports and unscoped draft fixtures, fixed before 416 focused tests passed. A sandbox typecheck could not create its IPC socket; the supported rerun passed. The first revision-link test used a wrong Return to latest button assertion, corrected before the 113-test pass. The startup E2E reproduction initially still failed because an outer shell gate also blocked the page; the subsequent fix passed all five cases without changing the test or its timeouts. A focused loading-header assertion initially used an incorrect fixture title; correcting it preceded the 216-test pass. These failures remain recorded. - Earlier routing gates fell back to GitHub-hosted runners while master was moving or conflicted. Superseded queued runs were cancelled, then the `938ad1665` routing gate explicitly selected the ephemeral RunsOn fleet. Its CI actively executed and completed most tests; only the diagnosed startup E2E shard and aggregate failed, alongside the valid Greptile finding. Auxiliary GitHub-hosted workflows also completed successfully on earlier heads, so queueing alone is not an administrative blocker. Fresh [CI on `9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678) is the acceptance target; the previously failing startup E2E shard now passes. A different signoff E2E shard failed during executor resubmission when its fixture run was cancelled as `issue_continuation_waiting_on_review`. The exact unchanged journey passed locally (1 test, 46 seconds), and the preceding head with identical server/signoff code passed that CI shard. This supports a bounded rerun but does not establish the timing failure's root cause. After the workflow finished, GitHub accepted one rerun of that failed shard and its dependent aggregate; both passed, completing all checks on that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log` and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No assertion or timeout was weakened. - On the first merge, full workspace typecheck/build, all 9,622 UI tests, 267 tests across seven affected server suites, two migration checks, map validation, token gates, and the PR diff whitespace check passed. Greptile then found duplicate local task-search filtering and lost completed item-review detail. Both are fixed, with 42 passing focused UI tests and passing UI typecheck/build. - A subsequent Greptile review found attachment confirmations without working links and mobile history without a visible host. Confirmation layouts now derive the authenticated immutable-content endpoint from the attachment ID, and Needs You uses the existing full-screen mobile sheet. All 119 focused tests pass, including missing/stale display URLs, both review layouts, and both mobile history entry buttons. UI typecheck/build and token checks pass. Full workspace typecheck/build also pass after the second master merge. - Greptile gave head `22f69c304` a 5/5 score with one non-blocking desktop-history reopening finding. Head `6dd52b6d3` fixed it, passed all nine history tests, UI typecheck/build, token gates, and the full 9,679-test UI suite, then received a fresh 5/5 review with zero open findings. These are prior-head results; review on the master-sync commit is pending. - The chat and workspace CI jobs on head `22f69c304` were interrupted by runner shutdown signals and cancellation before completing their tests. Their logs do not report failing assertions. Those interrupted jobs are not claimed as passes. The new head starts fresh runs. - The first merge CI had a Slack session-sync idle assertion fail after an unexpected database read. Its exact isolated reproduction passes, and the chat CI shard passed on head `618c5a2a3`. The original failure's cause remains undetermined. The broader local reproduction, run concurrently with full verification, instead encountered 21 timeout failures across its two test chunks; it is not claimed as a passing full local server run. A concurrent local UI run had eight failures (seven timeouts and one delayed autosave assertion). The complete UI run on the final head passed all 9,679 tests across 830 files with two workers; no test timeout or assertion was weakened. This establishes recovery without claiming that every earlier timeout's cause has been proved. An earlier intermediate UI run also overlapped the second master merge and failed the newly added Advanced-sidebar expectation, so it is not treated as stable-tree evidence. The newly merged UI dependencies initially required refreshing the local install from the upstream package manifest; the generated local lockfile update is not committed, per repository policy. - Superagent returned neutral/inconclusive scans on the preceding heads because its pinned merge-base checkout failed or timed out. The available retry endpoint returned 404. These are not successful security verdicts. The fresh scan on `91be74952` passed (PR scan passed; no suspicious PR changes detected). The `938ad1665` scan again returned neutral/inconclusive with the same pinned merge-base checkout error; the check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan completed successfully at 18:22 UTC with no suspicious changes detected. Earlier neutral scans are not counted as successful security verdicts. - Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI tests across 826 files, received Greptile 5/5 with no open findings, and completed CI with 56 passes and four conditional skips. These are historical results, not acceptance of the latest merge commit. - The first full build found generated capability-contract drift. The generated outputs were refreshed. Initial sandbox runs could not open local IPC sockets; verification was rerun with local test access. - Current master was merged. The workspace preference migration was regenerated after the existing migration history. - The UI run first found two outdated expectations: early custom-answer validation and the document access error copy. Both were corrected, and the full UI suite then passed. - The local server run found three failures in unchanged tests. The Muse test passes with Python 3.13 instead of the host's Python 3.9. The two workspace tests pass when their test process uses the expected master default branch. These environment settings do not change application behavior or global machine settings. The unsharded server run was stopped after those reproductions; CI supplies the full sharded server result. No successful full local server run is claimed. - Skill inventory generation needs an external eval checkout, which is absent locally. The existing generator functions refreshed only the live skill inventory and its derived files. The checked-in eval inventory was preserved. The inventory validation gate passes. - Greptile found a dropped MCP review requirement, missing per-item output links, generic item-review summaries, and a history-refresh failure. The fixes have 32 passing database-backed server tests and focused rendered-card tests. A follow-up partial-review finding was corrected by forwarding the canonical mutation status before settling the card. Attachments open through the authenticated immutable-content route in both card layouts. The final focused UI set has 117 passing tests, including these regressions. - Both browser shards that first failed expected a disabled-chat message. The copy was restored, and those shards passed in CI on the next commit. The two journeys also passed locally. One local attempt first timed out before feature disable while waiting for the provider's initial message; its isolated reproduction passed. That earlier timing failure remains recorded and is not presented as an explained infrastructure failure. - Serialized server shard 9 first failed during pnpm setup with ECONNRESET, before dependencies or tests ran. Its single rerun passed setup and all tests. The build and production runtime boot passed on the first attempt, but that run's public-install step timed out during Pi setup. The single build-job rerun passed compilation, runtime boot, and clean public-install verification. Those setup scripts are unchanged by this PR. The successful retry establishes recovery; the earlier Pi timeout's underlying cause remains undetermined. The aggregate CI gate is green: [workflow run](https://github.com/paperclipai/paperclip/actions/runs/40637789695). </details> ## Risks - This touches shared task, interaction, and completion paths. Regression tests must cover classic and experimental behavior, authorization, duplicate answers, and stale review targets. - The additive preference table must migrate before the setting is used. The setting defaults off. - The experiment changes navigation and message presentation. Canonical task and document records remain the source of truth. - The initial task brief and saved plan can repeat information. This change fixes chronology; a broader redundancy policy remains a design decision. ## Model Used OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests, and browser verification. Earlier iterations used Codex models in this task; their exact model IDs are not available in the current context. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used - [x] I have checked ROADMAP.md - [x] I have searched GitHub for duplicate or related PRs - [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 - [x] I have run relevant tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have documented risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open recommendations or follow-ups - [x] I will address review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 17:20:01 -07:00
DottaandPaperclip	21137db805	fix: make Check now work for retained monitors on blocked tasks (#18061 ) ## Thinking Path > - Paperclip lets people manage agents and inspect their work. > - Task monitors schedule checks of work that is still pending. > - A task can retain a monitor after it becomes blocked. > - The UI still offered Check now, but the server rejected the task status. > - The UI also claimed that an automatic check would run on the next tick. > - This change admits an explicit human check through the normal execution gates and shows that automatic checks are paused. > - People can request the check without changing task status, and skipped checks no longer report success. ## Linked Issues or Issue Description What happened? A blocked task with a retained monitor showed Check now and an overdue countdown. Clicking the button failed because manual checks required an in-progress or in-review task. The endpoint also returned success when admission skipped a check. Expected behavior A human can request one check through normal admission. Automatic checks stay paused while the task is blocked. A check that cannot start reports a conflict. Steps to reproduce 1. Schedule a monitor on an agent-owned task. 2. Let the task become blocked while it retains the schedule. 3. Open the task and click Check now. Related: #14909 addresses scheduled-retry promotion. This PR addresses retained task monitors. Paperclip version or commit Base: `7f10cc0585`. ## What Changed - Allow a human to check a retained monitor on a blocked task. Keep agent and automatic checks limited to active task statuses. - Keep the existing admission path and status guard. Do not change task status to start a check. - Return 409 when admission skips the check. Preserve the schedule when a dependency or recovery hold prevents dispatch. Keep a successful result when a new schedule replaces the consumed schedule after admission. - Show Automatic checks paused in the banner, composer strip and properties. Hide Check now on backlog and todo tasks. Provider-quota recovery stays paused on blocked tasks because it uses a direct retry path; its monitor is retained until the task resumes. - Add database, process, route and UI regression coverage, a Storybook state, API metadata, and behavior documentation. ## Verification - `pnpm -r typecheck` passed. - `pnpm build` passed. - Server scheduling, process admission and route suites: 94 tests passed. - UI monitor, properties and time-formatting suites: 142 tests passed. - Additional admission checks passed: an explicit check starts a process on a blocked task; an unresolved dependency prevents dispatch and preserves the monitor. - Token gates, map checks, Storybook catalog checks and 30 map/catalog tests passed. - The full local `pnpm test:run` attempt reported 1 timeout among 1,621 chat integration tests: “keeps an ambiguous github text part blocked across restart and retries only that part and its tail” exceeded 15 seconds. The exact case passed in isolation on the final head (1 passed, 1,620 skipped). The remaining full-run groups were stopped to isolate that failure. This does not establish a full local pass or explain the initial timeout. Final-head CI is green, including the full chat lanes and the successful single server-shard retry. - Browser inspection passed for the blocked-task banner, composer strip and properties row. Clicking Check now set both visible buttons to disabled Checking state. The preview uses isolated fixtures. - CI server shard 7/12 failed one decision-expiry deadline assertion. The entire unchanged decision-expiry suite passed locally on the final head (20/20). The single retry of that shard passed after the first workflow attempt completed. The initial failure remains recorded here. Neither that test nor its production path changed before retry; the cause is not established by a passing retry. - Greptile reviewed final head `ed936f7433` at 5/5. Both prior review threads are resolved. - The first CI chat job stopped after its runner received a shutdown signal. The final head completed a fresh CI run. - The process fixture uses a local no-op adapter. It proves admission and execution, not a live provider's response. The Storybook state simulates dispatch. ## Risks - An explicit human check can start work on a blocked task with no unresolved execution gate. This is intentional. Dependencies, recovery, native finalization, ownership, pause and budgets retain their existing checks. - Skipped manual checks now return 409 instead of 200. The UI already displays API errors in context. - No schema change or migration. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific served model ID or context-window size. Used repository tools, code execution, and browser inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-28 13:01:11 -05:00
DottaandPaperclip	567c043b17	feat(server): expose bounded hot-upgrade readiness (#18037 ) ## Thinking Path > - Paperclip coordinates agent work and keeps its authority in the server. > - Remote native runners can preserve execution through a server replacement. > - Deployment operators need evidence that current runs support that recovery. > - Process-local drain counters do not establish this fact. > - This PR adds an optional, operator-only readiness observation from existing records. > - A deployment consumer can use that report while the existing runtime retains recovery authority. ## Linked Issues or Issue Description Refs #17439. What happened? A deployment cannot distinguish recoverable remote native executions from runs that require a task drain. The existing status endpoint reports only process-local counts. Expected behavior An instance operator can request a bounded readiness report without stopping admission or exposing checkpoint material. Missing ownership or persistence evidence must prevent readiness. Ordinary status reads must keep their current cost. Steps to reproduce Run a remote native task. Read the task-drain status. It reports active work but supplies no recovery eligibility. Deployment code therefore has no affirmative signal to select an active-run handover. ## What Changed - Add `GET /api/instance/task-drain?upgradeReadiness=1` for instance administrators and existing Cloud control callers. - Return aggregate eligibility from current run identities, controller leases and bound opaque checkpoint headers. Unknown work, pending admission and incomplete reads prevent a positive report. - Bound the explicit read to 1,001 rows, encrypted headers of at most 256 KiB each and 8 MiB total, and a two-second SQL statement timeout in a read-only transaction. Keep ordinary status reads in memory. - Add PostgreSQL, count-transition and route authorization tests. Update the API contract, operator docs and access maps. ## Verification - All seven readiness cases pass against an isolated PostgreSQL 18 fixture. They cover missing checkpoints, legacy adapters, missing process/session identities, foreign owners, expired leases, missing lease tokens, failure state and in-flight work. The positive SQL fixture uses the real Runner checkpoint writer and encryption. Regular sandbox workspace identity and plugin environment-lease identity are tested with independent IDs. Stopped/released/undispatched plugin tasks and every mismatched identity field are rejected. Local/legacy/malformed/oversized or mismatched headers are rejected. A held PostgreSQL table lock proves the two-second cancellation budget, rollback/connection release and unrelated query responsiveness. - All 123 focused readiness, instance-settings and Cloud control assertion tests pass, including operator-only access and no readiness read on ordinary status requests. Runner’s 168 checkpoint tests pass. Runner and server typechecks pass after review fixes. - Workspace typecheck, full build, module-boundary and map checks passed locally before the master rebase. Current-head GitHub CI is now green, including typecheck, build, all grouped/serialized server and Runner tests, browser shards, policy and review-dispatch checks. Greptile completed cleanly at 5/5 for `f15fb0c7e9dfb975090cd5d791a1c8e6701275f8`; all actionable threads are resolved. - The broad local test run was stopped after the macOS embedded PostgreSQL fixture failed to bootstrap. The SQL test was then run on the isolated PostgreSQL fixture. No assertion or timeout was weakened. One unrelated existing route test exceeded its 15-second limit under concurrent local builds; it passed on one isolated retry and the subsequent whole route suite passed. - Hosted active-run upgrade acceptance has not run. This PR supplies an observation; it does not change rollout policy or establish live continuity by itself. ## Risks This is an instance-wide observation, so company members and agent keys must not receive it. A readiness snapshot can age as work changes; shutdown and startup retain their existing execution authority and fencing. The report does not validate a replacement artifact or authorize a schema migration. It decrypts only bounded headers through the checkpoint owner and delegates format/identity inspection to Runner; full journal restoration and physical sandbox authentication remain with recovery. No migration, recurring query, new checkpoint write or wire protocol change is included. The additive Runner header inspection contract reuses its existing parser. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, source inspection, tool use and code execution. The host 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass for the affected contracts; the broad-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>	2026-10-28 11:28:15 -05:00
DottaandPaperclip	143d20e466	fix(server): retain native Codex Plan write boundaries (#18034 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native Codex task chat keeps a saved Plan inside the turn that wrote it. > - The compact conversation API omits ordinary tool history. > - That omission also removes the write receipt needed to place the Plan. > - This pull request retains a small successful write receipt in conversation reads. > - The UI can then keep the saved Plan at its write boundary after readback. ## Linked Issues or Issue Description What happened? A real native Codex Product E2E attempt saved its Plan and displayed it inside a settled turn. The Plan used the fallback position. The browser's final conversation-only API response contained no `write_document` receipt. The full event snapshot retained the successful write. The native placement assertion failed and remains failed in the original report. Expected behavior Conversation readback must retain enough evidence to place the saved Plan at its successful write boundary. It must keep arbitrary tool bodies and ordinary tool history out of the compact response. Steps to reproduce 1. Save a canonical Plan through a native `write_document` call. 2. Read the run with `view=conversation`. 3. Before this fix, the response omits the write receipt and the UI places the Plan at the end-of-turn fallback. Related eval evidence repair: Refs #18026. This is a separate product readback fix. It does not resolve the failed human-input call or the Claude tool-availability failure from those attempts. ## What Changed - Include only successful canonical `plan` document results, matched to a native `write_document` call in the same run, turn, session and source instance. Ordinary document writes stay excluded. - Build the small receipt inside PostgreSQL before its body crosses the database connection. Preserve only fixed event metadata, tool identity, the `plan` key and mutation disposition. Keep the existing payload decoder for ordinary conversation events. - Keep cursor paging, run scope, ordinary-tool exclusion, and full event reads unchanged. - Document the compact read contract in OpenAPI. - Scope this fix to the canonical native dynamic-tool call/result pair used by Codex. The retained Claude sample proves compatibility with that captured shape. It does not qualify every current ACPX Claude producer. Provider-activity-only paths and OpenCode keep the explicit fallback. ## Verification - Real PostgreSQL red: the new boundary test fails because the first selected event is assistant text rather than the saved write. The six existing tests pass. - Real PostgreSQL/API green: 36 tests pass across task cold-open and OpenAPI routes on an isolated Linux current-master checkout. - UI: 104 transcript tests pass, including completed native placement from the body-free receipt. - Review regression red: a later notes write incorrectly enters conversation readback (one failure, six passes). After the fix, the PostgreSQL/API suite passes all 36 tests. - Fixed the new UI fixture's string-to-Date type mismatch found by hosted CI. Original failed CI remains visible; fresh exact-head checks are pending. - Existing token/style gates pass. - Retained native Codex and Claude fixture shapes both pass. Each fixture includes the canonical item pair and parallel provider `tool.execution.*` activity. All identifiers and document bodies in the fixtures are synthetic. This captured-shape test is historical readback compatibility, not fresh current-source Claude acceptance. The Codex canonical pair is emitted by `packages/paperclip-runner/src/drivers/codex/codex-session-server-requests.ts` in the admitted dynamic-tool handler. - Projection-collision regression red: a non-Plan result selected by conversation identity was relabeled as a Plan. The SQL projection now uses the same full Plan predicate as selection. The regression and both native fixtures pass. - The database test checks cursor paging, a Plan followed by notes, failed/read/control-plane/unrelated-turn exclusion, schema and ID bounds, omission of a large tool body, unchanged full-history reads, and ordinary conversation payloads containing NUL. - Local server typecheck fails on 80 installed workspace export mismatches outside changed paths. No changed-path type error or local full build pass is claimed. Clean hosted checks must pass before merge. - Current-head hosted CI and legacy status pass. One failed-check retry followed recorded runner shutdowns and an unrelated native-distribution timeout; that test passed all 33 cases locally. Original failed logs remain retained. - Zero provider calls or paid attempt retries. Original failures and accounting journals remain unchanged. This is not a new live qualification result. ## Risks - Conversation pages include matching Plan results within the existing 1,000-row page limit. The query adds a run-scoped match against canonical tool calls and projects results inside SQL. PostgreSQL still reads the stored JSON to select receipts; private bodies are not transferred to the application. It adds no separate database round trip or background work. - Matching requires the existing canonical call/result identities. Missing or malformed historical receipts keep the explicit fallback. This fixes compact conversation readback; it does not redesign placement in an unrelated full-history multi-document UI flow. - This restores the existing UI write-boundary mechanism. It does not change Plan acceptance, permissions, or completion rules. ## Model Used - OpenAI Codex, GPT-6, with reasoning and code execution tools. The exact serving variant 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>	2026-10-28 11:06:05 -05:00
DottaandPaperclip	13709b4c7a	feat(connections): let agents configure connections within delegated authority (#17737 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections provide governed tools, chat channels, model accounts, and gateways. > - Several management routes require a human board actor even when an agent has the required grant. > - Default agents must configure these resources within the responsible user's authority. > - This pull request adds a shared authorization path to the existing REST and native API surface. > - Human authentication, execution approvals, and local host boundaries remain enforced. > - The benefit is that a standard agent can complete authorized setup with a bounded human handoff. ## Linked Issues or Issue Description Subsystem affected Server authorization, connection services, shared contracts, native API discovery, database schema. Problem or motivation Connection administration is available in the web app but often unavailable to agents. Agent grants, responsible-user authority, credential ownership, and actor attribution need separate checks. Opening gateway-token creation also requires preserving the issuing agent's delegated authority during token use. Proposed solution Use the existing authorization evaluator for every connection family. Enforce current responsible-user authority, effective trust, grant scope, resource visibility, and target-agent access. Keep existing agent grants unchanged. Expose authorized configuration through default `search_api` and `call_api`. Save human authentication steps and let agents continue after completion. Roadmap alignment This change completes the API access path for the existing Connected Apps, Personal & Shared AI Accounts, and governed MCP Gateway capabilities in `ROADMAP.md`. It follows the maintainer's requested design. Related work: #11899 enforces connection execution access and creator/manager rules; this PR extends agent management across connection families. It does not replace that execution-policy work. ## What Changed - Add shared connection management context and mandatory responsible-user, trust, scope, and target checks. - Allow authorized agents to configure tool, chat/email, GitHub/Slack, AI, profile, and gateway resources through existing routes. - Preserve human credential ownership and record the actual agent, responsible user, and run or key in audit data. - Preserve saved browser authentication handoffs and callback session checks. - Bind agent-issued durable gateway tokens to their responsible user and recheck delegated authority at use. - Add explicit REST transport and management capability metadata, built-in guidance, and sensitive-response handling. - Intersect caller and endpoint-agent Slack test/invitation policies, including independent and shared rates. Require the addressed human’s current endpoint identity link before completing identity handoffs. - Add production-authenticated integration scenarios. Companion #17739 contains the saved setup UI (including the required human import/rotation step), product and permission documentation, catalog/Vercel credential and callback ownership, and operation maps to keep each review below 100 files. Both PRs must ship together; merge this implementation first, then its companion. ## Verification - Current implementation head: `2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master `ea727dc3c2`, 99 files. The latest follow-up fixes the two valid findings from the preceding f9 review. Exact-head Greptile has completed at5/5 with no findings and Superagent passed. Full exact-head Linux CI workflow40446606056 completed SUCCESS; only the queued external Paperclip Review remains pending; earlier Linux passes do not qualify this successor. - Latest preserved-stack verification passed 2,165 tests in fresh PostgreSQL: 70 actual-auth scenarios, 27 OpenAPI contracts, 2,022 native API tests and 46 saved GitHub wizard cases. 141 existing gateway/policy acceptance tests also passed. Workspace typecheck/build, maps and token gates passed. The first workspace typecheck was blocked by sandbox tsx IPC permissions; its authorized rerun passed. This is focused local evidence; the full Linux CI matrix is still required. - Issuer/target gateway policy regressions were red before the fix. Both decisions now intersect, including Block/Ask first/rates, same credential identity and current token/user/agent authority after approval. Invocations retain their token and actual requesting agent; deleted tokens fail closed. Thirteen actual-auth cases cover revocation, narrowed scope, approvals, shared rates and board compatibility. Intermediate missing-token attribution, review-context and implicit-session actor failures remain in the qualification record; all final cases pass. - Activity pagination now retains a bounded cursor across private-only windows. The actual-JWT regression reaches three older readable events after 27 private ones without exposing private details. A native device-login regression was red for plaintext receipts; local check and test-call results now use existing protected-response handling. The passing actual-auth case proves encrypted persistence, exact replay, redacted history and no response asset. - Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in the existing connection-intent continuation test: periodic recovery queued a repair at 01:21:47, the scripted journey completed the task at 01:21:48, and the extra queued run was cancelled at 01:21:49 because the task was terminal. The assertion selected that latest cancelled run. GitHub refused the first attempt while the workflow was nonterminal. After completion, the single evidence-supported failed-job rerun was accepted as attempt 2 on the same head (workflow 40431202466). The failed shard and final E2E aggregate passed on attempt 2, and the complete Linux workflow for that head is successful. The original failure remains part of qualification. No additional unchanged-code rerun will be used for this failure. - Companion CI also has an unchanged login-cleanup idleness timeout, retained in its qualification record. That same 16-case suite passed in this parent Linux run and a fresh local database. Both preceding workflows passed after their single failed-job reruns as attempt 2; the original failures remain recorded. No additional unchanged-code rerun was used. - Migration `0380_broken_aqueduct.sql` was regenerated through the repository workflow after master took 0379 for project Git authorization. It adds the responsible-user column with `IF NOT EXISTS`, preserves upstream migrations, and satisfies snapshot retention and migration safety checks. - Upstream published Copilot v62 and v63 identities remain byte-for-byte unchanged. The combined guidance is now v64, digest `sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`. The normal shared TypeScript/Rust identity check and 61 Copilot installation tests passed. The old source-identity assertion first failed against unchanged published v63; regenerating a new v64 preserves the published release. - Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI token gates passed on the final combined stack after the upstream merge. Node 24.22.1 / pnpm 9.15.4 were used. - Earlier 82 API/OpenAPI tests passed in fresh PostgreSQL 18: 55 assembled-server scenarios and 27 contracts. They use real persistent agent keys, run JWTs, human sessions, production defaults, and deterministic provider fixtures. No actor injection establishes access. - The new email regression was red before per-account scope filtering. The Arcade regression was red before human ownership and inventory-key fixes; it also verifies actual-agent audit identity and a human-session inventory read. The activity regression measured 200 authorization checks before the fix and one afterward for the same one-item page. - 82 GitHub UI tests passed, including all three new failed-replacement regressions that were red before their fix. The UI preserves an earlier copy only after confirming its committed generation. Changed or unreadable results block copying and reconnecting until reconciled. Human-only secret responses now include their nonsecret committed generation. - Private test status now rechecks the originating principal and linked task, including mandatory agent/responsible-user privacy. Cross-agent tests require the full caller tool access decision and the same credential identity, regardless of auth label; caller and target policies/approvals and rate limits apply before execution and after human approval. A profile-only precondition was found to reject valid allow-policy and scoped-grant access and has been removed. Both permitted-access cases and a no-auth-label identity regression were red before the correction; caller-specific Block still prevents provider execution. The private-status regression was also red before its fix. - The tool-activity regression measured 100 capability decisions and 102 run captures on a 100-event page before the fix. It now uses two task decisions and at most two captures while retaining the same 50 visible events, private-event filtering, and 403 after audit-grant revocation. The regression was red before request-context reuse and task-decision sharing; final server typecheck/build also pass. - Generic chat configure/reconnect now hands agent-supplied verification credentials to the addressed human before provider work or vault changes. Actual key/JWT regressions were red for Slack signing-key replacement and generic channel secret-reference rebinding. They now prove unchanged refs and vaulted signing value, human setup, permitted agent bot-token repair, and governed test messages. All 82 API/OpenAPI cases pass in fresh PostgreSQL. Eight native receipt protections and final server typecheck/build also pass. - The preceding review found that old healthy state could retire a credential-entry card before a human changed anything. The actual-JWT regression was red. Saved field generations now change only with protected values and commit with refs plus a verification fence; retries retain the baseline. Old health, bot-token repair and unchanged entry stay pending. New signing verification and current authority permit continuation. A separate red race proved that user revocation during provider authentication could return 403 after refs changed; authority is now checked before persistence and inside the credential transaction. The final 82 API/OpenAPI cases, four neighboring real-database Slack/GitHub lifecycle cases, and final server typecheck/build pass. - A preceding full run crossed a rate-window boundary. Database rows prove one consumed slot at 23:35 and another at 23:36 for the same policy/bucket. Only Date is frozen in the rate test cases; transport and asynchronous timers remain real. Production rate behavior is unchanged, and the final full run passes. An intermediate fixture failure that overwrote hidden generation metadata with an API projection is retained in the qualification record. - Linux CI on an earlier head found two rate-admission assertions that omitted the newly persisted bucket key. The failures were reproduced locally; both assertions now verify the exact actor/tool bucket and all 49 policy-service tests pass. The companion qualification record retains the initial and intermediate failures. Catalog creator attribution is preserved in the companion to keep this implementation review at 99 files. - The latest review reproduced three regressions before repair: complete human replacements failed on unavailable old signing secrets, fresh GitHub links incorrectly selected reconnect, and different credential-entry requests shared an idempotency key. Each old protected ref now has a narrow known-unavailable fallback; unexpected resolver failures and company/scope violations still abort. Fresh imports keep their credential form, configured endpoints keep reconnect, and canonical field sets/completion modes distinguish handoffs while matching retries retain their baseline. All 55 actual-auth scenarios and 27 separately run OpenAPI contracts pass, as do server typecheck/build. Companion #17739 also passes all 41 wizard tests including actual fresh-form submission, UI typecheck, maps and token gates. Earlier red results and a mistyped OpenAPI filename are retained in qualification. - The configured GitHub handoff regression was red in the browser-component tests and actual-auth link/persistence tests. Saved links now name requested fields and all/any completion mode; the companion form submits those supplied fields through reconnect and retains other saved credentials. Webhook/client-secret reconnect remains human-only; first-setup secret restrictions remain. All 46 wizard tests pass, including combined modes and legacy links. A duplicate review referenced the older companion bf760912; the current form is already fixed, linked in the reply, and its thread is resolved. - Linux CI on `bf760912` failed automatic Slack provisioning because vault persistence cleared an already verified manifest-update challenge. The same regression was reproduced locally. The provider-owned helper now preserves proof only for the current signing fingerprint and callback URL. Eight existing compatibility cases pass, including this case and initial GitHub secret rejection. The first uncommitted GitHub-field variant also failed that initial boundary and was narrowed to reconnect; both failures remain in qualification. - The upstream merge conflicted only in generated migration metadata. Upstream 0379 is preserved, normal generation/pruning produced 0380, and two repeated applications of the idempotent additive SQL passed. The final combined stack passed 128 tests (55 actual-auth, 27 OpenAPI and 46 wizard cases) in fresh PostgreSQL. Eight Google UI cases also pass; the two protocol cases could not initialize embedded PostgreSQL in this fresh local attempt. Their earlier passing evidence remains historical; fresh Linux CI must execute them. Vercel personal credential attribution is preserved in companion #17739 with its other ownership/consent follow-ups, keeping this PR at 99 files. - The suite covers fresh defaults, restricted users/agents, scopes, personal isolation, token revocation, human handoffs, callback replay, execution approvals, authorized self-targeted policy changes, self-approval denial, and current authority before commit. Reproduce API checks with `pnpm exec vitest run server/src/__tests__/connection-management.integration.test.ts server/src/__tests__/openapi-routes.test.ts`, using a fresh database through `PAPERCLIP_CONNECTION_MANAGEMENT_TEST_DATABASE_URL` or the default embedded test database. - Companion #17739 also records consent separately from token refresh so saved Google choices survive refresh. Its eight service-picker and two local-HTTP OAuth tests pass; both new UI cases were red before the fix. Normal migration generation confirms no SQL change is needed for the additive JSON metadata. - The integration module shares one assembled server, authentication factory, and provider lifecycle to preserve the HTTP-to-vault-to-task-continuation proof. A reused external database caused a Slack fixture identity conflict; the fresh final run passed. Earlier fixture/transport and contract-update failures remain in the companion qualification record. - The broad local `pnpm test:run` attempt remains blocked by macOS embedded PostgreSQL's host semaphore limit. It is not a clean pass. The fresh Linux CI matrix must complete. Provider fixtures do not prove live setup or an empirical LLM success rate. - A current-head completed Paperclip assessment is not yet recorded. Its earlier external recovery boundary has not been bypassed, and no incomplete assessment is reported as passing. The user authorized both merges when checks pass; merge this implementation first, then replay, retarget, and requalify companion #17739 against the squash-merged master. - After the master refresh, local workspace typecheck/build, 97 actual-auth/OpenAPI cases and 141 gateway/policy cases pass. The original fixed database port was occupied; Docker assigned a free localhost port. The first neighbor setup command could not resolve root `tsx`, leaving its schema uninitialized; the built database package migrated the separate fixture and all unchanged cases passed. Both setup failures are retained in qualification. Fresh Linux CI remains required; no full local test-sweep pass is claimed. - The f9 Greptile review scored 2/5 for two reproduced findings: Slack test sends skipped the caller’s tool policy, and healthy App credentials completed an unconfirmed identity handoff. Both are fixed in this head and have resolved evidence threads ([Slack](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927765), [identity](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927895)). Actual key/JWT cases cover twelve Slack caller/target/recipient combinations; the human-session GitHub OAuth callback alone remains pending until explicit confirmation. All 99 API/OpenAPI tests (72 actual-auth + 27 contracts), workspace typecheck and build pass. On the combined companion, all four focused cases (including the twelve Slack combinations), typecheck/build and maps also pass. The continuation suite’s 50 embedded-PG cases were skipped because its database could not start locally; fresh Linux CI must run them. Initial fixture credential-collision and audit-projection assertion failures are retained with the red reproductions in the companion qualification record. No full local sweep or live consent is claimed. ## Risks - The maintainer explicitly confirmed authorized policy administration, including self-targeted changes that loosen controls. These writes require management grants and the responsible user’s current authority. Agents cannot approve their own governed action requests or edit their own principal permission grants. The actual-auth regression exercises both permitted administration and those denials. - This is a broad authorization change. Incorrect scope or owner resolution could deny permitted setup or expose another user's resources. Integration cases cover both permitted and denied requests with actual authentication. - The additive nullable gateway-token column does not infer identities for legacy clients or backfill agent grants. Legacy agent tokens without a responsible user fail closed. - Provider fixtures test supported setup and callback contracts. They do not prove live provider availability. ## Model Used - OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code execution. The runtime does not expose a more specific deployment 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 — focused suites above; full local sweep remains blocked as documented - [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 — exact `2ecd6451d0` Linux CI completed SUCCESS; external Paperclip Review is still queued - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups — exact `2ecd6451d0` review completed; both f9 findings have resolved evidence replies - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-27 08:20:24 -05:00
Nicky Leach	baec3abd67	Authorize background project Git with explicit Connector consent (#17798 )	2026-10-26 17:22:49 -07:00
DottaandPaperclip	5061ab7b35	perf(ui): speed up task and inbox cold opens (#17756 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task lists and inboxes are the main entry points to that work. > - Cold opens fetch overlapping task lists, task descriptions, and run details before useful rows settle. > - Independent responses can insert rows above content that a person has started to read. > - This pull request loads a small task index first and adds details only for visible rows. > - It keeps row order and geometry stable while those details arrive. ## Linked Issues or Issue Description What existing behavior does this improve? Cold opens of Tasks and Inbox, including the shared navigation badge. Subsystem affected Server list reads, shared response contracts, and the React UI. Current behavior The badge fetches full task bodies. Mine fetches several overlapping lists. Historical diagnostics and row metadata add work before the first useful list. A fast failed-run response can appear before task rows, then move down when tasks arrive. Proposed behavior Load the selected inbox source and its required context together. Use an index without task descriptions or recovery diagnostics. Fetch diagnostic details for up to 50 visible rows. Keep skeletons, recovery indicators, external status, and live metadata in fixed space. Reason and benefit Reduce work on a cold open and prevent loading-induced row movement. On the same 100 local fixture tasks, the compact response was 262,441 decoded bytes and the index was 110,909 bytes. This comparison excludes compression and is not a page latency benchmark. Breaking changes Existing full and compact responses remain available. New index/row projections are opt-in and marked as partial data. Mine keeps its existing most-recent-100 display limit, now selected on the server. Existing filters and group preferences remain in the client. No database migration. Additional context Refs: #17593. Related: #13095, #17428, #13803. This change addresses collection overfetch and layout stability. It does not replace the blocked-inbox query work or the database activity-index work. ## What Changed - Add authorized index and row projections, with bounded task and parent ID batches. - Replace badge list downloads with unread IDs and aggregate counts. Preserve actor privacy, dismissals, and local archive behavior. - Load only the selected inbox source, plus bounded parent and failed-run context. Return only relevant failures from the bounded run window. - Batch hierarchy reads, including at most one authorized child per collapsed parent in one request. Collapsed markers do not consume the expanded row budget, and partial descendant counts are not shown as totals. Enrich visible rows without replacing membership, ordering, titles, or read state. - Reserve row geometry on desktop and mobile. Reveal the initial inbox only after its sources settle. Preserve legacy task-list reads. - Start collection module downloads during access checks. Keep partial rows out of the task-detail cache. - Keep ETags and concurrent request sharing for the new projections, but skip the short server response TTL so archive undo sees fresh state. ## Verification - On final head `ef6afb2a56`, the full CI workflow passed, including build, typecheck, server/workspace/runner suites, and all eight browser shards. A server shard reported 1,489 passing tests before runner shutdown canceled the job; its single infrastructure retry passed. Both Greptile and Paperclip Review are 5/5, with zero unresolved review threads. - The optional external Entire Gates check remains `unassessed` because it has no active assessed Change for this comparison. Entire is not set up in this checkout. The repository ruleset requires `ci / verify` and `ci / e2e`; both passed. No gate configuration was changed. - Passed workspace typecheck after the final API batching change. The full production build also passed on the final commit; the exact-retry E2E run built the shipped UI. - Passed token gates and map validation. The final batch-preview pass has 91 passing route/hierarchy/component tests, including privacy, request bounds, 30 collapsed parents in one read, and a 120-child parent alongside a sibling. - Passed the 166-test focused UI/inbox/badge run, 47 additional UI regression tests, and 34 issue-list route tests. The latest regressions cover low-trust agent badge IDs, cold company selection, 30 description-only Mine matches with archive actions, retrying optional row details, and collapsed/expanded siblings. - The full local `pnpm test:run` spanned the rebase and reported failures in five suites before it was stopped; it is not claimed as a complete pass. A fresh serial rerun of all five suites passed 452/452 tests (tool gateway, native resume, project repositories, workspace recovery, and runner selection). Full current-commit coverage is checked by CI. - Real browser: delayed index and row-detail responses on Tasks and Mine. The first placeholder and first row had the same origin and 44-pixel height. Twelve rows on each page had zero position, height, or title-width change after recovery details arrived. - Real browser: reviewed long titles and recovery status at a 390 by 844 viewport. Task text stays on one line and recovery uses a compact indicator. - Three fresh document loads per page on final commit `260893bf92`, with HTTP cache retained on a warm local development server: Tasks 1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead is included. These values must not be compared directly with staging latency or the earlier local samples taken during a full test run. - The browser archive test exposed stale results after Undo. The new projections now bypass the server TTL; immediate-mutation regression tests pass. The final browser retry passed: Archive followed by Undo restored exactly one row and the badge count. - CI exposed a hook-order crash when company selection resolved after the first inbox render. The hook now runs before the empty-company return. All seven affected exact-retry and legacy-continuation browser scenarios pass locally after the fix. - Real browser review regressions: 97 description-only source matches retained Archive actions; deliberately failed optional row reads displayed a retry notice while all 12 observed row positions and heights stayed unchanged. Retry restored the recovery indicator. Network fault injection was removed. - The final production build and workspace typecheck passed. Final focused verification passed 153 UI/helper tests and 26 heartbeat privacy route tests. Final review regressions cover newer diagnostics arriving during the index read, reloading diagnostics when the same task ID changes version, optional source failure/retry without hiding available rows, and required external-status filter failure. The latest-failures route test verifies bounded selection, agent filtering, success suppressing an older failure, and private-run redaction. - Real browser: deliberately failed the run source, then retried it. Twelve available task rows kept the same position and 44-pixel height before, during, and after retry. No loading skeleton replaced them. Fault injection was removed. - Hierarchy review decision: the cold-open barrier stays because inserting ancestors or expanded children after revealing index rows would cause layout shifts. Existing hierarchy context now survives subsequent requests, with a regression proving a new ancestor read does not blank the list. The bounded recursive tree read can still add latency for unusually deep expanded trees. - Tasks now handles a failed external-status filter with an explicit error and Retry, suppressing a false empty state. All 52 Tasks component tests pass, including failure-to-success retry. One existing large-tree test timed out while workspace typechecking ran concurrently; the whole component suite passed when rerun without that competing work. Workspace typecheck, the full production build, and token gates passed for this fix. ## Risks - Saved filters and grouping still operate on the existing bounded collection. This is not a new global server pagination model. - Fixed row slots reduce available title width. Long titles remain accessible through task navigation. - Recovery and related diagnostics arrive after core rows. Their responses cannot replace ordering fields, and stale versions are rejected. - Index/row requests now revalidate against current data instead of a short server TTL. They still share concurrent reads and use ETags. - This has not been deployed by this pull request. Staging latency must be measured after deployment under comparable conditions. ## Model Used OpenAI Codex, GPT-6 family. The exact runtime model ID and context-window size are not exposed in this session. Used code editing, terminal execution, and real-browser diagnostics. ## 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>	2026-10-26 14:29:20 -05:00
DottaandPaperclip	a1f77821b9	perf(tasks): show recent conversation before historical activity (#17593 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A task page must show the instruction and current conversation quickly. > - The current page waits for related task data and historical run transcripts. > - These reads grow with task history, even when the reader only needs the latest answer. > - This pull request gives cold opens a small initial view and loads older history on demand. > - Messages and runs observed while the page stays open remain visible. > - The benefit is a readable task before historical diagnostics finish loading. ## Linked Issues or Issue Description Related: #14667 and #16229. The first changes the reveal gate and scroll anchors. The second adds general history pagination. This PR adds a core task read and a folded recent-conversation view. It preserves the default full-read API contracts. The shared files will need coordination if either related PR lands first. What existing behavior does this improve? Cold opening an ordinary task with a long conversation or large run logs. Current behavior Task enrichment and historical transcripts delay the readable conversation. A cold open can fetch several megabytes of tool activity before revealing saved messages. Proposed behavior Show the task instruction, recent saved replies, latest human input, and the latest run's conversation data first. Fetch older messages and full run activity when the reader chooses More messages. Retain new messages while the page stays open. ## What Changed - Add an authorized core issue view that skips related enrichment. Keep enrichment on the existing detail read. Share task mutation, rollback and invalidation updates with the core cache. - Add a bounded recent-comment read. Preserve the first human instruction when no description exists, including legacy rows with a NULL author type. Keep company and task access checks and comment redaction. - Add optional recent activity and run-summary views. Fetch original input receipts for visible comments separately so delivered messages stay out of the queue. Reconcile watched unfinished runs after a reconnect beyond the preview window, removing deleted runs after reconciliation. - Filter the latest native run's initial events to assistant messages, request lifecycles and terminal results. Full event reads remain available on expansion. Legacy fallback reads use a small tail extended to the first complete record. HTTP cancellation aborts the storage read. - Retain observed messages across cursor catch-up and new runs. Apply local cancellation and deletion to both caches and their task aliases. Refetch locally seeded history pages on expansion. Preserve expansion across identifier and UUID links. Keep deep links, classic tasks and Agent Chat on their existing full-history path. - Update API documentation, design guidance, capability maps and regression coverage. ## Verification - Final acceptance on `9ea0b15ae44d9f6d2c9a9f824b4835f299f92979`: all CI gates passed, including server/UI tests, all eight browser shards, runner checks, full typecheck and build. [Final CI run](https://github.com/paperclipai/paperclip/actions/runs/40326990328). GitHub reports 55 successful checks, two intentionally skipped checks, and one neutral Paperclip Review check described below. No checks are pending or failed; Greptile is 5/5 and no review threads remain open. - October 26 merge update: merged current `master`. The only conflict was in task-page imports; both the compact-history hook and the new live-update hooks remain. All CI tests and build jobs passed on `044fd6733d`. Fresh review found canceled-comment cache drift, legacy human-comment filtering, send-then-expand truncation, and partial legacy log records. These defects were fixed in `af3d66a5bd`. - Review-fix verification: 470 tests pass across ten affected suites, including all six PostgreSQL cold-open tests without a helper override. Cancellation/delete and send-then-expand regression tests failed before the fixes and pass afterward. Coverage includes task identifier/UUID reopen, stale in-flight reads, legacy NULL author types, local-file and object-storage tails cut inside UTF-8 text, route forwarding, and request cancellation. Full workspace typecheck and production build, token gates, map validation and diff checks pass. - Follow-up review found that a failed expanded legacy read lost its record-alignment state on retry. `9ea0b15ae4` commits the expanded window only after a successful read. The new regression fails before the fix and passes afterward; all 19 transcript tests, UI typecheck, UI build and token gates pass. Greptile reviewed this commit at 5/5 with no actionable findings, and all review threads are resolved. - The final Paperclip Review check ended neutral because its execution did not complete; no passing Paperclip assessment is claimed. Its earlier four concrete findings were fixed and regression-tested. Greptile and the security scans completed successfully on the final commit. - The preceding `af3d66a5bd` CI run was canceled when superseded by the retry fix. Its server shard 11 check briefly reported failure, but the job API records cancellation and its test step passed all 1,750 tests. This superseded run is not used as final CI acceptance. - 549 focused tests pass on the final implementation across nine task UI, activity-route, OpenAPI and PostgreSQL suites. These cover pending history, desktop/mobile visibility, expansion, retained runs, message bursts, cancellation recovery and queued-comment removal in both views. - Legacy expansion keeps the latest answer visible while fetching and deduplicating older output. - Five PostgreSQL tests pass for core access denial, recent comments, missing-description instructions, event paging and bounded activity/run reads. macOS could not start another PostgreSQL cluster because it exhausted its semaphore limit. These tests used a separate disposable database on an existing local server through a temporary test setup override. The helper was restored afterward. - Full workspace typecheck and build pass with the final state fixes, as do token gates and capability-map validation. - Token gates, capability-map validation and `git diff --check` pass. - Browser proof used a disposable task with 80 comments and six large run histories. The cold view showed the instruction and recent exchange. More messages revealed older comments. Navigation away and back preserved expansion. - Local HTTP sample: core 50 ms, recent comments 24 ms, recent run summaries 17 ms. The latest native conversation response was 839 JSON characters / 8 ms; its full event response was 1,099,005 / 86 ms. Browser content paint was 1.34 seconds with development assets cached. These are local observations, not staging latency claims. - The first CI run passed every job except four board-send browser cases and the review threshold. Those browser fixtures only mocked the old comments endpoint; they now serve both recent and full reads, retaining all message and attachment assertions. Both initial review findings were fixed with regression tests. The next CI run passed every job. The deeper review identified core-cache mutation, older delivery receipt and retained run-status gaps; those are now fixed with regression coverage. Final review is 5/5 with zero unresolved findings. Final-head CI initially failed one unchanged runner shutdown test (`runnerd-codex-transport.test.ts`, timeout-attachment case) with `NativeSessionCloseUnrecoverableError`; all other CI jobs passed. The same runner code passed on `971a762f80`. A targeted local reproduction also failed during provider drain. The failure is outside the changed task loading paths; its underlying cause remains unresolved. The single failed-job retry passed on the same head; this demonstrates recovery, not a root-cause fix. All CI gates passed on the previous implementation head `9004f94f28`: [CI run and retry](https://github.com/paperclipai/paperclip/actions/runs/40192334629). - `pnpm test:run` was attempted and stopped after repeated embedded PostgreSQL startup failures. The native session suite recorded 15 database-related failures; other database suites could not start. No complete local suite pass is claimed. ## Risks - The compact view intentionally omits older diagnostics until expansion. Existing open questions and approvals still use the current interaction and run paths. - Previously observed comment and activity rows remain cached while open. The newest preview and incoming cursor pages refresh; this does not add a general historical-edit synchronization protocol. - Recent views are optional. Existing full API callers retain their response shape and behavior. No migration is required. - A legacy tail can exceed the requested byte limit by the prefix of its first log record. Backward reads stop at the preceding record boundary and honor cancellation. - Staging has not been deployed or qualified with this change. Instance startup latency is separate from task history loading. - The related open PRs touch the same task-history files. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository editing, shell tools and browser testing. The exact serving model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass — 549 affected task tests; the full local suite and unrelated runner failure are documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-26 08:11:39 -05:00
DottaandPaperclip	d0c8f0b090	fix: explain project access denials and add an authorized repair path (#17509 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Low-trust agents may read only the projects in their allowed scope. > - Workspace setup correctly stops a task outside that scope. > - The task previously showed a generic failure, and agent settings did not offer an additive repair. > - This pull request explains the denial and lets authorized operators add projects while preserving other restrictions. > - The saved task then offers an explicit retry. Saving access does not start work. ## Linked Issues or Issue Description What happened? A project access denial appeared as an ordinary failed attempt. Operators could not add a second allowed project from agent settings. Expected behavior The task should explain the denied access and link to a working permission editor. The editor should preserve existing scope and restrictions, enforce operator authority, and retain drafts after a failed save. Steps to reproduce 1. Assign a low-trust agent to a task whose project is outside its allowed projects. 2. Let workspace setup deny project access. 3. Open the task, follow Manage project access, add the project, save, reload, and return to the task. 4. Confirm that the saved message remains and Retry task is a separate action. ## What Changed - Record a typed, non-retryable project denial before provider dispatch. Project denials do not enter automatic continuation or provider comment policy. - Project current and historical setup denials into a safe task notice. Keep unrelated failures, prior assignees, and approval/pause/budget gates separate. Recheck current project authority, including standard trust and root-issue grants. Accepted retries keep their working state. - Add board-only project-access reads and additive saves under the agent row lock. Enforce company scope, agent-management authority, pending-approval restrictions, and an audit record for new additions. - Add the production notice and searchable multi-project editor, including read-only, saving, cancellation, and failed-save states. Preserve the return-to-task query through canonical agent redirects. - Register board-only project-access routes in OpenAPI with a strict request schema. - Add production Storybook examples and API/persistence/concurrency regressions. Retain the approved design snapshot and update the behavior maps and implementation contract. ## Verification - Passed: `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook`, `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node scripts/storybook-catalog.mjs`. - Passed: 11 permission/projection tests and 30 run-completion tests against an isolated PostgreSQL database. These cover historical failures, concurrent additions, idempotent audit, preserved restrictions, foreign projects, read-only users, agent self-grants, and no automatic wakeup. - Passed: all 27 OpenAPI route tests, including route coverage and the new board-only request/response contract. - Browser: the real app displayed a historical denial; Manage project access opened the editor; saving retained the original project and survived reload; Return to task showed the ready notice. Saving created one audit event and zero runs. Explicit Retry returned 202 and reached the separate sandbox requirement, which remained enforced. No external provider was used. - All five production Storybook interaction checks pass: blocked task, save, cancellation, failed-save recovery, and read-only settings. These use fixture callbacks; durable authorization is covered separately above. - `pnpm test:run` was attempted locally but stopped after repeated embedded PostgreSQL startup failures caused by macOS semaphore exhaustion. Full-suite CI is required before merge. The separate UI suite passed all 9,095 tests. The 41 focused server regressions also passed after rebasing onto the latest master. A further 26 recovery-classification tests pass, including a red-to-green regression for automatic continuation after a project denial. ## Risks - No schema migration. The new endpoint only adds same-company project IDs and preserves the rest of the stored policy. - The historical notice recognizes one exact setup denial message. It does not display arbitrary run errors or disclose a different source project's identity. - The retry still passes all current admission and isolation checks. The notice does not promise that other execution requirements are satisfied. - Related open work: #13309 covers inherited secret restrictions; #11234 covers the broader repository catalog. This change does not replace either policy surface. ## Model Used OpenAI Codex (GPT-6), with code execution and browser tools. The precise runtime 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 #` 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 (focused server and full UI suites; full-suite infrastructure limit 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>	2026-10-24 16:16:29 -07:00
DottaandPaperclip	0eb2c964a7	fix(agents): allow runner qualification with agent configuration permission (#17448 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent owners configure the harness and computer used for that work. > - A legacy runner upgrade must first qualify an unverified sandbox. > - The upgrade called an instance-admin probe, so a company owner with agent configuration permission received HTTP 403. > - This pull request qualifies the saved computer through the agent's existing configuration authorization. > - Company owners can complete the upgrade while general instance environment management stays restricted. ## Linked Issues or Issue Description Refs #17361. Related: #17122. What happened? Upgrade runner displayed for an existing Claude agent on a Daytona Paperclip Computer. Clicking it returned “Instance admin access required” for a cloud company owner. The agent remained on the legacy runner. Expected behavior A caller permitted to update the agent can qualify that agent's saved computer and upgrade. Instance-admin access is not required for this agent-scoped operation. Steps to reproduce 1. Sign in as a cloud company owner with `agents:configure` and no instance-admin role. 2. Open an existing legacy Claude agent on an unqualified Daytona snapshot. 3. Select Upgrade runner. ## What Changed - Add `POST /api/agents/{id}/qualify-runner` with the existing `agent_config:update` guard. - Reuse the server's effective environment resolver. The submitted environment ID only detects stale state; it cannot select a different computer. - Preserve company binding checks, check binding again at lease acquisition, and record agent-scoped audit activity. - Return qualification status and the lease receipt without instance-level provider metadata or raw provider errors. - Use the new endpoint for the existing-agent upgrade. Keep the generic environment probe restricted to instance admins. - Disable Upgrade runner when an unsaved computer change resolves to a different target, with a save-first explanation. Other draft settings still accompany an upgrade. - Add real-database authorization regression tests and update the API contract and access maps. ## Verification - Red: the existing UI called the instance-wide probe and failed the new agent-scoped call assertions in eight upgrade cases. - Green: 349 related route, provider qualification, runner selection, and UI tests passed. - Green: 12 authorization cases passed with real PostgreSQL, real HTTP routes, real saved role grants, and a simulated provider boot. They cover the cloud owner, removed grants, foreign agent/computer, inherited targets, stale target, invalid body, archived/local target, redacted failure, audit scope, and unchanged agent settings. - Review regression: two cases first reproduced the enabled upgrade button after an unsaved computer change; both now pass, along with all 168 related UI tests. Qualified/unqualified computers and restoring the saved selection are covered. - All 26 OpenAPI cases passed; the 12 real-database authorization cases also passed after rebase. - The host exhausted PostgreSQL semaphores. For the 12 cases, a temporary local-only setup used disposable PostgreSQL 18 in Docker instead of the embedded database launcher. The committed tests use the normal embedded database helper. No authorization decisions were mocked. - `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, map validation, module-boundary validation, and `git diff --check` passed. - `pnpm test:run` was attempted but did not establish a full local pass: the host could not start embedded PostgreSQL clusters. All current-head CI gates passed, including the full suite in CI. The commitperclip review workflow timed out before reporting any executed steps on its first attempt and passed on one retry. - Fresh staging acceptance remains pending deployment. Verify persisted native configuration and a successful runtime test on the existing Daytona computer after merge. Earlier live Daytona proof from #17361 is separate evidence. ## Risks - Qualification can start a fresh, temporary sandbox. It uses the existing probe lifecycle and cleanup contract. - The new path must remain scoped to the saved agent and its company. Denial and redaction tests cover that boundary. General instance probe authorization is unchanged. - No migration, role change, credential change, or automatic agent upgrade is included. ## Model Used - OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The exact deployed model variant 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 - [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>	2026-10-24 10:31:40 -07:00
Dotta	46760cc588	fix(chat): honor dismissal for all composer requests (#17218 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task conversations show requests in the feed and above the message composer. > - Earlier fixes kept dismissed questions in history, but excluded completion reviews and other request kinds. > - Closing those forms left a pending badge, and the server could still demand a response. > - This pull request saves human dismissal and removes the request from composer reminders and ordinary completion gates. > - People can continue the conversation and reopen the request from history. ## Linked Issues or Issue Description Related work: #15229 and #15392. What happened? Dismissing a completion review closed its form but left it counted as pending. It could return after reload, block a retry, or cause the agent to demand another response. Raw runtime requests could also lose their only usable control when dismissed. Expected behavior Dismissal leaves an accessible request in the feed and clears the composer form and pending count. It persists after reload. It does not submit an answer, approve an action, or wake the agent. Steps to reproduce 1. Open a task with a pending completion review or another composer request. 2. Dismiss the request, then reload the task. 3. Check that the composer stays clear and the feed entry can reopen the request. ## What Changed - Add nullable dismissal fields and a human-only dismissal endpoint with company, private-task access, resolver, and locked review-policy checks. - Persist saved-request dismissal on the server. Keep browser persistence for raw runtime requests and existing question dismissals. - Keep confirmations, choices, item verdicts, suggested tasks, and runtime requests accessible in the feed. - Exclude dismissed ordinary requests from completion and retry gates. Tell agents not to repeat deferred requests. - Preserve tool, secret, connection, plan, company-policy, and configured review authorization gates. Expire deferred non-question requests when their task completes. - Preserve the selected form when another dismissal finishes saving. Keep reopened reviews visible through delayed comment refreshes. - Add a completion-review Storybook test drive and update design, API, database, and capability documentation. ## Verification - `pnpm -r typecheck`: passed. The final UI changes also passed the UI typecheck. - `pnpm build`: passed. The final UI changes also passed the UI production build. - Focused UI and transcript tests: 550 passed across nine files after merging the current base branch. - Focused database, completion, and prompt tests: 105 passed across three files, including two review-policy regressions that failed before the fix. The tests reject a review requester excluded by current policy, preserve the pending gate on denial, and permit an independent reviewer to defer the request. - Route regression suite: 81 passed, including denial before reading or mutating a private-task request. - `pnpm check:token-gates`: passed. - Map and Storybook structural checks: passed; 30 map/catalog script tests passed. - Browser: used the production task-thread components in the completion-review fixture. Dismissed, reloaded, reopened from the feed, and dismissed again. No pending badge or composer takeover remained. Story callbacks simulate API saves; separate server tests cover persistence and permissions. - `pnpm test:run`: stopped after the general-server group reported one failure in `workspace-runtime.test.ts`: "returns a bounded structured conflict and exposes only same-company workspace references". The same test passed in isolation (1 passed, 178 skipped). The cause of the full-suite failure is not established. The full PR CI suite subsequently passed on e243cbb001; its two authorization review findings are fixed in `9e1b4478b3`. Fresh [full CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846) passes on `9e1b4478b3`, including the previously failing server and browser shards. All 54 executed checks passed; two optional Storybook deployment/visual jobs were skipped. The legacy security status also passed. Fresh Greptile review is 5/5, the security scan passes, and no review threads remain open. This full CI run settles the merge gate; the earlier local workspace-suite failure remains recorded above because its cause was not established. - Additional verification: the original failing browser journey passed locally after the delayed-refresh fix. The expanded page-reload case also passes on `9e1b4478b3` (52.7s): dismiss, reload, reopen, approve, and receive the actual tool failure in the continuing task. It exposed a fixture reading an accepted request before tool execution finished; the fixture now waits for a stored execution result. The first reload attempt stopped on a still-loading page at the default five-second assertion; the reload now uses the suite’s navigation allowance. A controlled server-restart run timed out waiting for server health before the UI assertions. Local route-suite runs timed out during concurrent module loading; sequential imports passed all 81 tests, including the privacy regression. - Initial verification failures: a missing SDK build and a story fixture type error were fixed. PostgreSQL bootstrap then failed because the host had exhausted its semaphore allowance. After explicit operator approval, 64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live process was stopped. The database regressions then passed. The raw-runtime regression exposed a missing feed control; the implementation now preserves that entry and the regression passes. ## Risks - Apply the additive database migration before the new server code. It adds two nullable columns and does not change existing decisions. - A dismissal is shared task attention state. Only a human with task read access and current resolver/review authority can persist it. Review policy is checked under the task lock. The operation is idempotent and records the dismissing user. - Raw runtime dismissal remains specific to a browser. Saved interaction dismissal persists across browsers. - A deferred review is not an approval. Tests retain protected-action and configured review gates. - The browser walkthrough uses a fixture. This branch has not been deployed to a live instance. ## Model Used OpenAI Codex, GPT-6, with code execution and browser tools. 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	2026-10-22 18:37:36 -05:00
DottaandPaperclip	0a5f1546ee	feat(cases): add reusable prompt workflows (#17114 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - Cases keep facts, documents, and one primary task across agent handoffs. > - Each case currently needs its own procedure text. > - Agents need to reuse procedures and move cases between them without replacing the task. > - This change adds company workflow definitions with a name and Markdown prompt. > - Existing handoff and document transactions preserve authority, revisions, and recovery. > - Cases remain behind `experimental.enableCases`. ## Linked Issues or Issue Description Refs #16959. Related proposal: #3951 uses task graphs and a visual editor. This change extends existing Cases with prompt definitions and keeps its current handoff model. Problem or motivation Agents cannot share a reusable procedure across cases or inspect a case's movement between procedures. Proposed solution Add name-and-prompt workflow definitions. Adopt a prompt into the primary task's revisioned workflow document through a handoff. Keep phases as free text. Alternatives considered Defer graphs, workflow versions, run entities, role schemas, authoring screens, and Spec Kit integration. Roadmap alignment This extends the existing Cases experiment and same-task review flow. It adds no work queue or new execution engine. The maintainer approved this scope in the implementation plan. ## What Changed - Add company-scoped definition storage, shared request schemas, REST routes, and four optional Cases tools. - Accept a workflow ID at kickoff. Agent handoffs can adopt, refresh, preserve, or detach a workflow. - Capture prompt text and the document base revision at acceptance. Apply workflow, phase, and document revision together after outgoing execution settles. - Hold conflicting document edits for recovery. Preserve cancellation, replay, and restart behavior. - Show current workflow names and captured transition names/phases in Work, history, and Audit. - Update instructions, API/tool contracts, capability maps, and the isolated workflow journey. - Pin bounded workflow prompt reads to a content fingerprint; continuation conflicts on edits and can restart safely. - Remove experimental Cases/workflow/Mermaid guidance from the always-on native prompt. Extract runtime-context prompt strings into a CODEOWNERS-protected constants file while preserving the public imports. - Refresh Copilot’s pinned source identity to v57, including the extracted prompt file and retaining historical identities. ## Verification Local checks: repository `pnpm -r typecheck` and `pnpm build` pass on the prompt-extraction tree (`88222d45d8`). Full repository coverage previously completed through the supported isolated shard groups (1,082 general server suites, 161 serialized suites, and all three workspace groups). The earlier default serial run was interrupted and remains incomplete. The first sharded run retained the failures described below; targeted corrections and separate limited-concurrency reruns pass. All CI jobs, security checks, and the 5/5 Greptile review passed on `fc1bd79c28`. Fresh CI and review are pending for the prompt extraction in `88222d45d8`. Focused verification passes: real-database handoff recovery and reuse; 2,002 native-tool/API contract checks; 144 Runner catalog/discovery checks; 27 Runner context/coverage checks; 37 case/Audit UI checks; and Product E2E oracle calibration. Token gates, migration safety/numbering, module boundaries, capability maps, and generated tool/Storybook catalogs pass. The final route/context corrections pass 49 API/native-tool tests, 90 real-database handoff tests, and server typecheck; 142 Copilot installation/sidecar tests pass with the refreshed identity. Greptile’s first review found that successive prompt pages could mix definitions after an edit. The fix returns a content fingerprint, requires it for continuation, and rejects edits with 409. Strict live/catalog schemas pass (171 Runner checks). The 2,005 API/OpenAPI tests pass; the initial native regression caught compression’s weak ETag prefix, and all 23 native integration tests pass after handling it. The regression covers same-length edits and a four-byte restart window. No stored version fields or entities were added. The prompt extraction passes all 462 checks across six focused suites, including persisted-context recovery and provider transport. The first local transport attempt lacked the required debug Runner binaries (102 failures, retained); after building the normal prerequisites, all 283 tests in that suite pass without source or assertion changes. Existing saved snapshots retain their recorded prompt text, and new executions use core-only prompt v7. The extracted prompt source is now covered by both CODEOWNERS and Copilot’s source fingerprint. Live-provider evidence is separate from those simulated checks: the isolated API-key campaign `reusable-workflows-api-final-2026-10-21` passed with local code matching `a1d73b4652`. Four actual Codex API runs read the adopted task documents, moved one case A → B → A on the same task, completed normally, and passed all nine durable checks. Browser assertions verified the current workflow/phase, historical names/phases, five handoff records including terminal completion, and the completed original task. Cleanup passed. The local report remains under `tests/runner-e2e/results/reusable-workflows-api-final-2026-10-21/`; no credentials or screenshots are committed. CI initially caught an omitted route-inventory entry and a stale pinned instruction-source hash; both are corrected and separately verified. Local serialized coverage also recorded an unrelated environment-route socket disconnect and activity-route timeout; their separate 11-test and 17-test suites passed without code or timeout changes. An unchanged chunked-webhook check also passed its separate four-test rerun. The initial adapter/database workspace groups hit time and resource limits under default worker counts; complete reruns with `VITEST_MAX_WORKERS=2` pass, including all 55 database files and 211 tests. The UI/CLI groups passed 837 files and 9,442 tests in the original run. Original failures remain retained and are not regraded. Earlier failed live campaigns remain unchanged: subscription HTTP 429 before agent execution; an obsolete exact-four-row oracle that rejected the valid terminal fifth row; and a chat-marker expectation that did not account for the existing explicit-comment presentation policy. The final fixture requires terminal completion and places the marker in its authoritative comment. Positive/negative oracle tests and the fresh live campaign pass. ## Risks - The additive migration adds a table and nullable case/handoff fields. Existing rows keep null workflow metadata; no assignments are inferred. - Adoption can wait on an intervening task-document edit. Recovery must cancel the old intent and accept a new one after readback. - Shared definition edits affect future adoptions. Existing case copies keep their revisions. - The feature remains experimental. This PR does not merge or deploy the change. - Live acceptance covers native Codex before the prompt extraction; this cleanup has contract/transport verification rather than a new live-provider campaign. The refreshed Copilot identity has static compatibility evidence, not new live-provider qualification. ## Model Used OpenAI Codex, configured model ID `gpt-6-astra`, xhigh reasoning. Used terminal execution, file editing, and tool calls. The active context-window size is 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 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>	2026-10-21 15:00:12 -05:00
DottaandPaperclip	d33b40a5c3	fix: recover saved work and provide reliable task Retry (#16965 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The control plane must retain work when an execution or workspace export fails. > - Retained-workspace holds can leave saved input waiting with no usable Retry action. > - Users cannot verify process ownership or repair provider allocations. > - This pull request gives system recovery a durable budget and gives each deliberate Retry a durable intent. > - Safe recovery can preserve files, settle an accepted result, or prepare an independent workspace. > - One task state keeps infrastructure diagnostics out of the ordinary conversation while preserving real permission and approval gates. ## Linked Issues or Issue Description What happened? A task with a retained workspace can show recovery, failed-run and saved-message warnings at the same time. Historical runs without native workspace descriptors cannot use the native restore path. Old recovery metadata can prevent a new attempt even when an independent workspace would be safe. Expected behavior Paperclip owns bounded infrastructure retries and file preservation. A user can request another attempt with ordinary Retry. Thinking appears immediately. The service preserves completed effects and current user controls. It does not claim that starting fresh recovered the old files. Steps to reproduce 1. Retain a failed run and its workspace after export or process-stop failure. 2. Save a follow-up while the recovery hold is active. 3. Open the task and try to continue without infrastructure credentials or operator certification. Refs #16906, #16835, #16883. This extends their recovery and receipt contracts. Related work: #16962 and #16963. ## What Changed - Add task-level Retry with company-scoped authorization, all-status idempotency and durable admission before physical work. Keep exact-run Retry compatible. - Add typed recovery phases, finite persisted backoff, historical adoption and durable local failure diagnostics. - Preserve native workspaces or verified historical snapshots. Admit an independent fresh workspace only after execution containment. Keep old-source preservation and cleanup obligations separate. - Carry completed publication and API receipts forward. Fence uncertain mutation retries across replacement runs. Preserve connected-chat identity and authorization. - Re-enter normal dispatch for saved input. Reuse accepted results through the existing finalizer. - Use one task interruption projection across the thread, composer and task list. Show optimistic Thinking, ordinary Retry and genuine user gates. - Add PostgreSQL, filesystem, API, browser-fixture and controlled provider coverage. Document the behavior and update the feature/access maps. ## Verification - All GitHub Actions CI jobs pass on `6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all server/chat/workspace and serialized suites, Runner checks, eight browser shards, canary and build. The required merge gate passes. - Greptile reviewed the final commit at 5/5, with no actionable findings or unresolved review threads. Its two earlier P1 findings are fixed. - Full recursive typecheck and build pass locally on the final commit. All 16 task Retry cases pass against isolated real PostgreSQL. The unrelated-success case and both stale Retry cases fail on the previous code and pass after the fix. - The corrected gateway fixture passes its uncertain-mutation and independent-read case. Four real HTTP API cases pass for definite 403/422 rejection, completed-effect reuse, and uncertain-effect fences across deliberate and automatic retries. These focused gateway/API checks used a temporary database lifecycle harness on an existing healthy local PostgreSQL process. The standard repository helper is unchanged. - Earlier qualification covers 291 task UI cases, saved-file copyback and ancestry, current Agent Chat ownership races, nine chat Retry API browser cases, and six assembled browser recovery fixtures. A real API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a delayed response, admitted one successor in a separate workspace, retained original files, and survived reload. - The controlled Daytona test interrupts export, joins the controller, restarts it in a separate process, and verifies one agent start, one external sentinel operation, retained file contents and no premature cleanup. It does not establish abrupt-kill or live LLM/GitHub acceptance. - The full local `pnpm test:run` was attempted and was not green: an OAuth row-lock timing assertion failed, and a later suite exhausted macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun against a separate database. Later embedded database initialization failures remain recorded; the final CI matrix passes. - Security scanning passed on production-code commit `63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes one test-fixture identity line. The final scan is neutral/inconclusive because its pinned merge-base checkout failed or timed out. Both rerun API requests returned 404, so no fresh successful scan is claimed. Socket and Snyk checks pass on the final head. - The optional Paperclip Review remains queued behind an earlier run in workspace finalization. Its prior completed assessment was incomplete because a comparison tool was blocked by the platform filter. It is not counted as a completed code review. GitHub does not require this check for merge. - Hosted acceptance remains pending deployment. Local and CI results do not establish recovery of a hosted task or its retained files. ## Risks - Recovery changes span admission, physical ownership and dispatch. Incorrect evidence could permit overlapping work. Existing physical locks and authoritative stop requirements remain in place. - The migration adds concurrent indexes. It requires the existing top-level migration runner and retries incomplete index creation safely. - A fresh attempt can complete while old-source preservation remains unresolved. The service retains that obligation and does not report those files as recovered. - Unknown tool mutations remain blocked until their authoritative receipt owner resolves them. Generic upstream tools have no universal result-query protocol. - Recovery and diagnostics stay inside the stack. No Cloud incident endpoint, notification worker or new outbound reporting channel is included. ## Model Used OpenAI Codex, GPT-6 family. The runtime does not expose a more specific model version or context-window size. The model used reasoning, shell execution, source editing and browser tools. No model subagents were used for this implementation. ## 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 (focused suites; the full local run limitation is documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-20 19:58:53 -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
DottaandPaperclip	d9bcf4dfe8	fix(auth): let Cloud stack admins manage experimental settings (#16907 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People use experimental settings to opt into product features. > - Cloud stack Admins can manage their company, but cannot save an experiment. > - Requiring an Owner role adds unrelated privileges to this workflow. > - This pull request gives trusted Cloud stack Admins permission to update experiments. > - Other instance administration and platform settings keep their existing checks. ## Linked Issues or Issue Description What happened? A person with the Cloud stack Admin role receives “Instance admin access required” when they enable an experimental setting, such as Fast responses. Expected behavior Cloud stack Admins can save editable experimental settings. This permission does not grant general instance-admin authority. Members, Support users, and agents cannot change experiments. Cloud-managed and operator-hidden settings remain protected. Steps to reproduce 1. Sign into a Cloud staging workspace as a stack Admin. 2. Open Settings → Experimental. 3. Enable Experimental fast responses. 4. Observe the permission error instead of a saved setting. Additional context Related: #10343 introduced computed Owner elevation. #15748 added Fast responses and the company Connections settings page. The roadmap and existing PRs were checked. This is a small authorization fix for the existing settings path. ## What Changed - Derive experiment-management authority from the current trusted Cloud stack Admin role on each request. - Apply that authority only to the experimental settings PATCH route. Keep general settings, environment defaults, and task drain restricted to instance admins. - Preserve existing hidden-setting checks, managed feature restrictions, and activity records. - Add role and role-downgrade regressions, allowed and denied route cases, staging coverage, and updated OpenAPI and access documentation. ## Verification - Before the fix, the Admin fast-response request returned 403 and the new role assertions failed. The first sandboxed HTTP run could not bind local sockets; the regression run outside that sandbox reached the expected authorization failures. - Focused Cloud actor, settings route, managed-overlay, and health tests: 149 passed. - `node scripts/check-maps.mjs` and `git diff --check` pass. - `pnpm -r typecheck` and `pnpm build` pass. - Greptile reviewed commit `7c33b90066121f03183579d2fae2650755e025e4` at 5/5. Its one style finding is fixed and resolved. - The full local `pnpm test:run` did not pass. It reported two early collection failures before workspace build outputs were ready and a 15-second timeout in the unchanged AgentMail recovery test. The run was stopped after those failures while the full CI suite continued. No full local-suite pass is claimed. - The first current-head CI attempt failed the unchanged Runner test “preserves a real listening process and its marker when a health RPC times out” with `runner_remote_process_identity_unavailable` / `process_identity_changed`. The test passes in a local isolated run. This recovery does not establish the CI failure's cause. [Failed job](https://github.com/paperclipai/paperclip/actions/runs/39332989655/job/118336142261). The failed shard passed on its single rerun. The failure cause remains unconfirmed. All CI checks on commit `7c33b90066121f03183579d2fae2650755e025e4` are now green. [Final CI run](https://github.com/paperclipai/paperclip/actions/runs/39332989655). - No deployed staging behavior is claimed. Manual acceptance after deployment: as a stack Admin, enable Fast responses, reload, and confirm Connections appears. Confirm Members and Support users still cannot save experiments. ## Risks - This intentionally extends experimental settings write access to Cloud stack Admins. It does not persist an instance-admin role or expand other instance controls. - Production retains its existing managed feature policy. Staging retains its editable experiment allowlist and protected execution and owner-elevation settings. - No database migration or UI change is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser inspection. The runtime does not expose an exact model snapshot or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 21:48:00 -05:00
DottaandPaperclip	e5927e1db9	fix: give commentary its own default read permission (#16903 ) ## Thinking Path > - Paperclip lets people manage AI agents and inspect their work. > - Commentary collects agent suggestions and complaints for company members. > - Commentary used the permission for detailed agent-action audits. > - Owners, admins and viewers could therefore receive a permission error when they opened Commentary. > - This pull request gives commentary its own permission and enables it for all human company roles. > - Members can read feedback while task privacy and detailed audit access keep their own checks. ## Linked Issues or Issue Description Refs #16884, which added the Commentary browser. A search found no open PR for this permission fix. What happened? Commentary returned `Missing permission: audit:view_agent_actions` for company members without the detailed audit grant. Default owners, admins and viewers did not receive that grant. Expected behavior All human company roles can read commentary by default. A separate `commentary:view` permission controls this access. Private source tasks remain private. Commentary access does not grant detailed agent-action audits or CSV exports. Steps to reproduce 1. Sign in as an active company owner, admin or viewer without `audit:view_agent_actions`. 2. Open Audit, then Commentary. 3. Observe the permission error before this change. Paperclip version or commit Base commit: `7c58ea07b2`. Deployment mode Authenticated server or Cloud tenant. ## What Changed - Add `commentary:view` to the shared permission contract and all human role defaults. - Require that permission for commentary list and detail reads. - Add an idempotent upgrade migration for existing active human members. Preserve existing grants and scopes. - Add the commentary default when approving saved human invitation grants that omit it, including pre-upgrade invitations. Preserve explicit commentary scopes. - Add regression coverage for role defaults, permission removal, audit separation, private tasks and migration replay. - Update the API description, specifications, database notes and access maps. ## Verification - Passed 68 tests across commentary reads, role grants, old-invitation HTTP acceptance, migration replay, agent audit routes, access services and migration snapshot drift under the repository's locked dependencies. - Confirmed the new role and read tests failed before the implementation. - `node scripts/check-maps.mjs` passed. - Migration numbering and safety checks passed during the build. - Full `pnpm -r typecheck` and `pnpm build` passed locally after the invitation fix. - The final-commit CI matrix passed, including all test shards, typecheck, build, public-install checks and canary smoke. The redundant local `pnpm test:run` was stopped after the full CI matrix completed; the 68 focused local regressions passed separately. - The first install bypassed the stale lockfile and selected a newer diff-viewer API. The initial typecheck and build failed in that unrelated plugin. Installing the locked versions cleared both failures; the tracked lockfile is unchanged. - The first locked-dependency regression run hit the 15-second limit while importing the audit route graph in its first test. Moving that import into suite setup fixed the timeout; all 58 regressions then passed. - Greptile found that pre-upgrade invitations retain old grant lists. New helper and HTTP regressions reproduced this gap before the fix, then passed after approval added the missing commentary default. - Greptile reviewed the final commit at 5/5 with no remaining actionable findings. Its earlier thread is resolved. - No UI code changed. The permission tests use real disposable PostgreSQL databases and HTTP routes. ## Risks - The upgrade deliberately enables commentary for every existing active human company member, including viewers. Existing commentary grants retain their saved scopes. - Source-task privacy still filters previews, counts, searches and full messages. Agent-authenticated browsing remains denied. - Agent-action audit grants, detailed filters and CSV export permissions keep their current behavior. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository editing and command execution. The exact runtime model ID and context window are 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: Paperclip <noreply@paperclip.ing>	2026-10-19 16:58:17 -05:00
DottaandPaperclip	7c58ea07b2	fix(issues): guard prepared task promotion by status version (#16893 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Integrations can prepare a backlog task before its assigned agent starts. > - A person can change its status or assignment during preparation. > - An unconditional promotion can replace that newer decision. > - Safe promotion needs a saved revision that includes every assignment path. > - This pull request checks that revision under the task row lock and derives policy cleanup from the locked row. > - The benefit is safe initialization recovery with the existing company, task, and run authority. ## Linked Issues or Issue Description Prerequisite #16896 has merged. This PR now targets master and contains only the conditional promotion API. The prerequisite fixed the confirmed baseline first-upload browser regression. What happened? A client that saves a task's initial documents and then sends an unconditional status update can override a concurrent status or assignment decision. The update validator previously dropped an expected version, so clients could not make this promotion conditional. Some direct assignment and release paths also did not advance the revision. Expected behavior A prepared task moves from backlog to todo only if its original status and assignment revision still matches. A stale request returns 409 before a task mutation, audit publication, or wake. Policy cleanup preserves unrelated saved settings. Steps to reproduce 1. Create a backlog task and save its statusVersion before preparing it. 2. Release its assignment, or change an assignee and then restore that assignee. 3. Send `{ "status": "todo", "expectedStatusVersion": <original revision> }` to its PATCH endpoint. 4. The stale promotion must return 409. A matching revision on an unchanged backlog task must succeed. Duplicate and related PR searches found no existing prepared-task promotion fix. ## What Changed - Accept an optional nonnegative expectedStatusVersion for exactly a status-only backlog-to-todo promotion. Reject extra public fields before parsing can discard them. - Check the current revision and backlog state under the issue row lock. Reject stale requests before checkout adoption or execution-control effects. - Add SQL migration 0358 to advance the revision for both assignee fields at the database boundary. Release, administrative release, direct writes, and assignment round trips now invalidate an old version. - Derive guarded policy cleanup from the locked row. Preserve review limits and protected authorization when removing a monitor. Reject derived ownership changes or review decisions. - Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and policy regression coverage. Update the response type, OpenAPI, developer docs, and access map. ## Verification - Red before the initial fix: stale requests returned 200 instead of 409, validation removed the expected version, and a stale active task could adopt a checkout. - Review found two further defects. Four new release/direct-assignment tests showed unchanged revisions. The real HTTP/service test returned 422 for a valid two-field promotion after monitor cleanup. Helper tests also proved that cleanup lost valid review limits and protected authorization. All now pass after focused repairs. - Green: 124 route and policy tests, including 7 real Express/PostgreSQL cases, 37 existing route tests, and 80 policy/helper tests. The real row-lock race preserves a policy edit committed while promotion waits. - Green: all 23 database client tests, plus 9 focused assignment and replay checks. Historical migration 0227 receipt recovery cannot remove the new assignment trigger. Reapplying migration 0358 leaves existing rows unchanged and installs one trigger. Combined status/assignment writes increment once; unchanged assignees do not increment. - Earlier verification passed all 218 schema/route/service cases and the generated OpenAPI capability test. Rebased focused regressions passed all 27 selected cases. Final server TypeScript passed after all repairs; shared TypeScript passed. Migration safety/numbering, five-snapshot retention, map validation, and diff checks pass. - The baseline browser attachment case failed twice on the earlier head. Separate #16896 proved the lost-composer cause, passed 335 component tests and the real first-upload journey, and has green CI with a 5/5 review. No assertion or timeout was weakened. - Some early local checks were blocked by missing or stale sibling dependency artifacts. This worktree now has its own frozen offline install and standard SDK prerequisites. The failures and successful reruns remain in the task evidence. - Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5` passed all CI (55 successful checks and one neutral), Greptile 5/5, and a secondary source review at 5/5 with no unresolved findings. The secondary reviewer did not execute project tests, inspect CI, or exercise a live agent journey. Earlier incomplete and must-fix assessments remain visible; both established findings are repaired above. - After #16896 merged, all five CAS commits were rebased onto master `87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was regenerated because master added another 0357. Range comparison shows no other change to the CAS patches; inherited UI commits are absent. The original head is preserved locally. - Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124 route/policy tests, 9 selected assignment/promotion tests, and all 24 database client/snapshot-drift tests. Database build, migration checks, generated snapshot linkage, five-snapshot retention (0354–0358), maps, and diff checks pass. Fresh-head CI and review are pending. No deployment or live agent journey was performed for this API. ## Risks - The guard supports prepared backlog promotion only. Other statuses or mixed public mutation fields return 422. A stale revision or non-backlog row returns 409. - Preserve the original version from a server that already advertises this guard before initialization. Older versions did not track every assignment path. Reconcile older or uncertain initialization instead of fetching a new revision and blindly retrying. - Migration 0358 is SQL-only and idempotent. It adds no table, column, or task backfill. Its separate trigger survives historical status-migration replay. - Existing authorization and unguarded updates remain in place. Guarded promotion does not provide a general lifecycle or review-stage control API. ## Model Used OpenAI Codex, GPT-6 family. The exact serving model ID and context window are not exposed by this session. Used tool calls, code execution, and test-first regression verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 16:27:11 -05:00
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	3e5a9f5afe	perf(ui): load recent tasks with bounded summaries (#16851 ) Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior. Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation. Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-19 12:13:28 -05:00
DottaandPaperclip	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	7c7d2d8d2c	fix(runtime): continue from saved sources after workspace loss (#16690 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runtime must preserve saved work and prevent duplicate execution. > - Older cleanup could destroy a sandbox before its workspace export finished. > - The existing recovery controls require either the original sandbox or recovered original files. > - Surviving attachments can support a rebuild, but they do not prove that missing edits were recovered. > - This pull request adds an explicit reconstruction decision and one fresh continuation through the normal execution gates. > - Operators can continue useful work while the original failed run remains truthful. ## Linked Issues or Issue Description What happened? A historical failed export can have an accepted result, a prepared workspace descriptor, and a confirmed destroyed sandbox. Its notice can also say `new_source_execution_path` and disappear. The task then has neither a truthful original-file repair path nor a supported reconstruction path. Expected behavior Keep the missing-file obligation visible. Let an authorized operator choose surviving task attachments and record lost work and external action outcomes. Start one fresh continuation after current execution checks. Keep the old result and failed export intact. Steps to reproduce 1. Seed a failed native export with a prepared descriptor and an exact destroyed-lease receipt. 2. Resolve its notice with the historical `new_source_execution_path` bookkeeping value. 3. Read the task. The baseline hides the hold even though no source reconciliation exists. 4. With this change, choose Continue from saved sources and submit a reconstruction decision. Related public work: #16451 preserves healthy warm sessions. #16583 prevents destructive cleanup of unexported work. This change handles historical source loss that those fixes cannot undo. Searches of open and closed work found no equivalent reconstruction endpoint. ## What Changed - Add a board-only reconstruction endpoint with `runtime:manage` and task visibility checks. - Validate the exact run, result, descriptor and destroyed lease. Reject active copyback, competing owners, newer work, stale task status, and foreign attachments. - Record attachment hashes, missing work, and external action outcomes. Preserve the original failed run, accepted result, prepared descriptor and terminal failure. - Hold other continuation paths until the durable reconstruction intent admits its successor. Record that successor in the same transaction and preserve the retry count. - Add an operator control that distinguishes reconstruction from original-file recovery. Update the recovery runbook and capability maps. ## Verification - Exact baseline source returns no blocker for the destroyed-source fixture. The same fixture returns a required recovery hold with this change. - New real PostgreSQL and assembled API/heartbeat suite: 25/25 pass. It covers duplicate submissions, lost acknowledgement, context reset, source identity, task ownership, concurrent execution attachment scope, later human blocks, deleted sources and agent pause. - Existing export retry, explicit continuation and recovery-action suites: 386 cases pass. One new-fixture constraint error in the combined run was corrected; the full new suite then passed. - UI recovery suites: 46/46 pass across three files. They cover disabled actions, loss acknowledgement, failure retention and runtime authority. - `pnpm -r typecheck` and `pnpm build` pass. The first sandboxed typecheck attempt could not open the TypeScript IPC socket; the authorized rerun passed. - Module boundaries, map checks, token gates and diff whitespace checks pass. - OpenAPI route coverage: 21/21 pass. The first CI head exposed a missing endpoint registration; this head adds the registration and the focused suite passes. - Review identified a missing dispatch-time check and an isolated attachment cache. Both are fixed. Claim and final handoff recheck the exact successor, sources and current execution gates. A controlled post-claim operator block prevents the assembled heartbeat from entering the provider. The shared attachment cache refreshes uploads and removes deleted selections. - Final focused run: 180/180 pass across six suites, including reconstruction, existing dispatch/stale-queue contracts and UI recovery. - A second review reproduced cancellation by an already satisfied historical connection card while the task was `todo`. Read-only connection availability now works before checkout; active-task mutation checks remain strict. The baseline failed two cases; after the fix all 74 connection and reconstruction tests pass, including revoked access, pending questions and pending approvals. - All current-head CI gates pass on `9d197236da11fa24f1ceadf5589cb2b81179d824`, including general/serialized tests, Runner, build and browser gates. Greptile is 5/5 for that exact head with no unresolved threads. The full local `pnpm test:run` is still running its serial server group; no full local pass is claimed. Live staging recovery is pending deployment. ## Risks - Reconstruction cannot restore missing bytes. The operator must identify surviving sources and actions that must not be repeated. The agent must verify those attachments before rebuilding. - This path is limited to exact, confirmed destroyed remote sources with an accepted result. Retained or uncertain sources keep their existing repair path. - No schema migration, credential change, budget increase or warm-session policy change is included. Normal pause, ownership, budget, approval and dispatch gates still apply. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution. The session does not expose an exact backend 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 (focused suites; full local run limitation 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>	2026-10-17 22:57:10 -05:00
DottaandPaperclip	e6dcc6b095	Connect personal Muse through secure native execution and Vault OAuth (#16448 ) Add company-scoped Muse native control, OAuth, wake receiver and recovery. Recheck current authority after waits and before effects or receipt replay. Preserve task-read scope, assignment expiry, independent holds, nonblocking reassignment and truthful cleanup provenance. Retain source trust on progress comments and verify current Muse V8 authority through real signed-JWT HTTP requests. Preserve the upstream trimmed ordinary authentication lookup. Refs #16448. Preserve captured canonical queue recovery and concurrent environment preparation while retaining the scoped Muse V8 exclusion. Normal migration 0354 and existing Muse SQL remain unchanged. Fresh current-head Greptile review is 5/5 with the project-write finding addressed. Required CI and independent technical review gate the merge; maintainer override is reserved for formal approval rules. Recheck current Muse project-write authority after all receipt/task/run/admission waits, before creation or replay. Real PostgreSQL regressions reproduce four late effects/replays on the old route; the repaired three-file treatment passes 354 cases with no skips, and the scoped server typecheck passes. Ordinary/Dot behavior is preserved. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-17 22:44:36 -05:00
Devin FoleyandPaperclip	35b3345033	fix(server): support issue monitor deadlines in idle sleep reports (#16325 ) ## Thinking Path > - Paperclip manages work for companies and AI agents. > - Hosted workspaces can sleep when their required work has a safe wake path. > - The current idle check treats every open issue as background work. > - Backlog, unassigned and human-waiting records can therefore keep an idle process running. > - Future automated monitors still need their saved check time and execution claims. > - This PR adds a signed host capability for passive issues and verified monitor deadlines. > - The host can save one alarm for the earliest required routine or monitor time. ## Linked Issues or Issue Description What happened? A quiet workspace with a backlog or unassigned todo issue reports background work as present. A future issue monitor also prevents sleep even when the host can save a durable wake alarm. Expected behavior Proven passive records can sleep. A validated future monitor can sleep only after the host saves its alarm and validates the same owned report. Active, unknown and unresolved work stays awake. Steps to reproduce 1. Create a quiet workspace with an unassigned todo issue and no other work. 2. Acquire a bounded, signed Cloud idle hold. 3. Request the routine-only safety report with `scheduledWake=1`. The issue blocks sleep. 4. Request the new capability with `scheduledWake=2`. A passive issue can now report no work. 5. Add a valid future monitor to an assigned in-progress issue. The second capability returns its saved deadline for host acknowledgement. Paperclip version or commit Base: `c30fb7d2b75ea30f72d63656b2a7cfff7fe0929d`. Deployment mode Cloud-managed authenticated instance. Local scheduling remains in the existing scheduler. Related protocol: [#16215](https://github.com/paperclipai/paperclip/pull/16215). Open scheduler and monitor PRs were checked for overlap. This change leaves monitor admission, dispatch and quota recovery with their existing owners. The roadmap already includes scheduled work; this is a focused idle-safety extension. ## What Changed - Add signed scheduling capability `2`; capability `1` retains the routine-only rules. - Allow untouched onboarding prompts with idle assignees to sleep using the same awaiting-user predicate as recovery; typing, answering the opening card or a prior run removes the exemption. - Inspect passive issue state and future monitors in the same bounded, read-only snapshot as other work. - Check ownership, company scope, known states, claims, policy/deadline agreement, attempts, timeout and dependency repair. - Combine routine and monitor deadlines into a known proof kind and catalog generation. - Preserve other sleep blockers, including task watchdogs, conversations, live runs, external credentials and recovery. - Update the protected route, OpenAPI contract, documentation and PostgreSQL regression tests. ## Verification - Full workspace typecheck and build passed. Final server typecheck and full build passed after the final guards. - Initial safety, scheduling, protected-route and control-authentication checks: 326 tests passed. - Final safety and heartbeat scheduling checks: 253 tests passed. Includes reporting a future deadline, restoring scheduling from PostgreSQL and one dispatch across competing schedulers. - Local general server checks: 20,260 passed; UI: 8,460 passed; CLI: 534 passed, including isolated reruns of two embedded-PostgreSQL startup failures. All remaining workspace groups and 158 serialized suites passed. The suite was completed in groups after the isolated infrastructure retries; the final onboarding change also passed the focused 674-test recovery/safety run. Earlier unchanged Git fixtures failed under Xcode's system `init.defaultBranch=main`, reproduced on the clean base and passed with a test-scoped fixture default; no source or machine configuration was changed. - Rebased issue, protected-route and scheduler checks: 115 tests passed; server typecheck passed. - The expanded change passed 674 idle-safety, scheduling and recovery regression tests, including six onboarding admission/invalidation cases. Final server typecheck and build passed. - Current-head Apex is 5/5 with no unresolved threads. All 54 current-head checks passed, with two expected skips. Four jobs were interrupted by runner shutdowns or lost communication on their first attempts; their targeted reruns passed. Live hosting qualification awaits the verified master release and matching host capability. ## Risks This intentionally covers a limited set of passive states and valid future monitors. Assigned active tasks without a proved waiting path, unknown states, claimed monitors and quota recovery still block sleep. It does not make every open issue safe to sleep. A matching host must recognize `routines_and_issue_monitors`, acknowledge the durable alarm and revalidate the exact owner, generation and deadline before stopping. The report alone grants no stop authority. Older hosts retain capability `1`. Independent database writers remain outside the admission contract. Existing scheduler claims and execution authority are unchanged. No schema migration is required. Roll back host negotiation to capability `1` to restore conservative admission, while retaining alarm delivery until outstanding alarms have been handled. ## Model Used - OpenAI GPT-6 (Codex), with repository editing, command execution and GitHub tools. The exact deployment ID and context-window metadata 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 15:39:46 -07:00
DottaandPaperclip	ebeac833a6	perf(runs): bound history and reduce repeated context reads (#16286 ) ## Thinking Path > - Paperclip helps operators manage AI agents and inspect their work. > - Run history supplies recent execution records to the board and API clients. > - The list repeats eight reads of a large stored JSON context. > - A caller can also omit the limit and read the complete history. > - This pull request expands context fields once and bounds every list read. > - The benefit is lower database cost and bounded redaction work. ## Linked Issues or Issue Description Refs #958. Related community reports: #13962 and #10631. This is an independent implementation. It does not use their commits or code. It covers the history bounds reported in both. Process memory monitoring from #10631 is outside this change. What happened? The run-history query repeatedly extracts fields from large context JSON. Requests without a limit also load every historical run before authorization and redaction. Accumulated staging query statistics showed 271 ms for summary history and another 58 ms for its redaction lookup. What did you expect to happen? Normal reads must use a bounded recent history. Context projection must preserve the existing values and privacy behavior with less repeated database work. Steps to reproduce Run the disposable benchmark below against the baseline revision. It creates 1,400 synthetic runs with 192 KiB contexts. It compares the exact service SQL and every returned column for both summary and full history. ## What Changed - Expand context fields with one lateral record projection. Preserve non-object legacy contexts and the first-class issue binding. - Enforce a 200-row default and a 1,000-row maximum in the route and service. - Apply the default in the shared UI client, including both agent detail implementations. - Preserve response arrays, authorization, result projection and secret redaction. - Fetch older linked runs by ID in both agent pages. Check company and agent scope, navigation races and visible retry errors. - Update OpenAPI, data-path documentation and capability maps. - Add real PostgreSQL and HTTP regressions plus a reproducible benchmark. ## Verification - Local benchmark: summary history 37.72 ms to 19.34 ms; full history 37.84 ms to 19.01 ms. All 200 complete positional rows match in each comparison. These are synthetic local SQL timings, excluding HTTP and redaction. - History, route, privacy and redaction suites: 160 server tests passed across six files. Twenty-two UI API, selection, run-panel and log-visibility tests passed. Both agent-page variants render an older linked run with an empty history page on desktop and mobile. - `pnpm -r typecheck` and `pnpm build` passed. - Map validation and `git diff --check` passed. - All current-head CI and security checks passed, including the full general and serialized suites, browser shards, Runner verification and build. Greptile reviewed the exact commit at 5/5 with no remaining findings. - The full local sweep began before the final compatibility fixes. It was stopped after the final commits passed complete CI. The focused local suites listed above passed on the final code. Before interruption, the broader local sweep passed 31,743 tests across the general server, UI and several package groups, with no reported failures. The full local command is not claimed as a completed pass. ```sh pnpm --filter @paperclipai/server exec vitest run src/services/heartbeat/run-state.test.ts src/__tests__/heartbeat-list.test.ts src/__tests__/agent-live-run-routes.test.ts src/__tests__/run-secret-redaction.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts pnpm --filter @paperclipai/ui exec vitest run src/api/heartbeats.test.ts pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-run-history.ts --baseline-ref=1e731520bb ``` ## Risks - Clients that relied on an unbounded array now receive 200 rows by default. Explicit limits allow up to 1,000. This change does not add pagination. - Legacy context conversion must stay identical. Real database regressions cover null, array, scalar, nested values and native issue precedence. - No schema migration or persistent cache is introduced. Redaction and access checks remain active. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, shell tools and local code execution. The runtime does not expose a more specific backend 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 10:14:41 -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	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
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
Devin FoleyandPaperclip	de335b42d4	Expose signed routine wake deadlines during idle sleep checks Expose signed routine wake deadlines during idle sleep checks Report the earliest eligible routine deadline to an authenticated host scheduler, while preserving local execution, owned sleep leases and conservative blocking for unsupported work. Verified with focused tests, typecheck, build, all required CI checks and Apex 5/5. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 14:09:16 -07:00
Dotta Paperclip Paperclip Devin Foley	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
Devin FoleyandPaperclip	a0651c96f8	Add database-free process liveness probes (#16101 ) Expose process liveness without database or credential queries while preserving hostname and runtime identity guards. Deep health and sleep/wake readiness checks retain their existing behavior. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 07:43:46 -07:00
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	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

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