Commit Graph
20 Commits
Author SHA1 Message Date
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
Devin FoleyandPaperclip 667c79ded2 fix: prevent retry-exhaustion events from exhausting attention-feed memory (#13451)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Its attention feed shows failed runs whose retry budget is
exhausted.
> - Startup retention builds this feed before startup completes.
> - The feed joins every exhaustion event to the full run context, then
removes duplicate runs in JavaScript.
> - Recovery can revisit an exhausted run and append the same event
again. This multiplies the data loaded into memory.
> - This pull request selects one small row per run in PostgreSQL and
makes exhaustion writes idempotent.
> - Existing duplicate events can stay in the database without
multiplying run contexts in server memory.

## Linked Issues or Issue Description

Refs #13367. This fixes the repeated-event allocation path in the
retention feed. Other full-feed sources and sweep cadence remain
separate concerns.

**What happened?**

The attention query loaded one full run context for every matching
exhaustion event. Deduplication ran only after the driver had loaded
those rows. A run with thousands of exhaustion events therefore produced
thousands of context copies. The startup retention sweep can exhaust the
server heap while reading this result.

**Expected behavior**

The query should return one row per exhausted run and only the context
fields that the feed needs. Repeated checks of the same exhausted retry
budget should reuse the original event.

**Steps to reproduce**

1. Create a failed run with a 32 KB context and 2,500 matching
exhaustion events.
2. Build the attention feed, including dismissed items, as startup
retention does.
3. Inspect the database result before JavaScript feed processing. The
old join returns 2,500 copies of the run context.
4. Call bounded retry scheduling repeatedly for a run at its retry
limit. The old writer appends another exhaustion event on every call.

**Paperclip version or commit**

The attention query was introduced by #9380 and is present in stable
`v2026.831.1`. The retention caller is also present in that stable
release. The later recovery callback added by #13075 provides a repeated
path into the exhausted-budget writer. This change is based on
`c0fda8fac` after rebasing onto current master.

Related PR:
[#12162](https://github.com/paperclipai/paperclip/pull/12162) changes
retention cadence and newer-run suppression queries. This change
addresses the exhaustion-event join and duplicate event writes.

## What Changed

- Select the newest company-scoped exhaustion event per run with a
PostgreSQL `DISTINCT ON` subquery before joining run data.
- Project only `issueId` and `taskId` from run context. Preserve JSON
types, fallback behavior, run ordering, company filters, and run/agent
status filters.
- Reuse an exhaustion event for the same run, reason, attempt, and retry
limit under the existing run-row lock. Recognize historical events
without a migration.
- Skip sequence allocation and live publication when a receipt already
exists.
- Document the run-log behavior and add PostgreSQL regression tests.

## Verification

- Focused attention, retry-scheduling, and event-sequencing suites: 72
tests pass on the rebased head `39ce77158`.
- The large-history fixture verifies two database result rows under 4
KB, newest-message selection, task-ID fallback, and company/status
filtering. This assertion runs before feed deduplication.
- Concurrent event tests verify one receipt across two database clients,
reuse of historical receipts, distinct reason/attempt/budget keys, and
stable event sequences.
- Repeated scheduling through a new service instance produces no extra
run-log or live events.
- `pnpm --filter @paperclipai/server exec tsc --noEmit`: passes.
- `pnpm -r typecheck` and `pnpm build`: pass on the rebased head,
including native runner checks.
- Greptile: 5/5 on `39ce77158`, with no review threads.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/34929002304):
all 25 workflow jobs pass, including all server/workspace test shards,
serialized server suites, browser tests, typecheck, build, native-runner
verification, and the release dry run. Security checks also pass. The
branch has no merge conflicts.
- `pnpm test:run`: stopped with unrelated failures. Two chat integration
cases passed when rerun separately (2 passed, 993 unselected). Three
skill-cache cases failed on both this branch and the unmodified parent
commit, with `EACCES` during directory rename. The full suite is not
reported as green.

## Risks

- No schema migration or data cleanup is required. The query still scans
matching event history in PostgreSQL; its result size now scales with
exhausted runs.
- This does not bound every source in the attention feed or change
retention scheduling.
- An exhaustion receipt is emitted once per retry decision. Consumers
that observed repeated copies will now receive one event.
- Native source-event replay handling stays on its existing path.
- A deployed application boot has not been verified.

## Model Used

OpenAI GPT-6, used through Codex with reasoning, repository inspection,
code editing, and test execution. The runtime does not expose a more
specific 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 the focused tests locally and they pass (full-suite
limitations are documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 21:58:34 -07:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
DottaandPaperclip 3bafac12f7 refactor: remove automatic productivity reviews (#13263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its recovery loop keeps assigned work moving after execution
failures.
> - Productivity review used run counts, comment counts, and elapsed
time to create management tasks.
> - Infrastructure failures could satisfy those rules and create more
tasks without evidence that the source work needed management review.
> - This pull request removes that detector and its continuation holds.
> - Bounded recovery, budgets, explicit blockers, and normal review
stages remain in place.
> - Existing task records stay readable and unchanged.

## Linked Issues or Issue Description

Refs #5897. That request describes unwanted automatic productivity
reviews and asks to preserve existing tasks. This change retires the
feature instead of adding another configuration switch.

Related prior approaches: Refs #9191, Refs #12489. Those changes
excluded infrastructure failures or bounded review creation. This
removal replaces the detector rather than tuning its thresholds.

## What Changed

- Delete the scheduled detector, automatic task creation, evidence
refresh, and productivity continuation holds.
- Remove computed productivity fields, special attention items, badges,
and Storybook fixtures.
- Retain historical origin values, decision compatibility, and recovery
recursion exclusions. Add no migration and change no existing task data.
- Update the execution contract. Replace feature tests with regressions
for legacy task reads, ordinary attention, and bounded continuation in
the presence of an old review.

## Verification

- Targeted attention, issue-route, startup, and UI tests: 4 files and
101 tests passed.
- Updated issue-route and UI tests: 2 files and 61 tests passed.
- Bounded continuation regression: 2 cases passed, including a legacy
review plus pre-dispatch cancellation churn.
- `pnpm check:token-gates`: all four gates passed.
- `git diff --check`: passed.
- `pnpm build-storybook`: passed.
- Greptile: 5/5 on `a5a612eea`, with no actionable findings.
- Scheduler and historical recovery regressions: 2 files and 28 tests
passed.
- Repository `pnpm -r typecheck` and `pnpm build`: passed.
- The complete `pnpm test:run` suite passed across the CI server,
serialized-server, and workspace shards on `a5a612eea`. Stopped the
duplicate local monolithic run after the full CI suite passed; no
completed local full-suite result is claimed. The targeted local suites
above passed.
- CI serialized shard 5 initially hit a 10-second timeout in the first
interaction-route test. The complete file passed locally (78 tests),
then the single CI rerun passed.
- All CI gates are green, including the build and end-to-end suites.
- A local merge check against current `master` (`ce09ea40b`) completed
without conflicts.

## Risks

- API responses no longer include the computed `productivityReview`
field. Consumers must stop using it.
- The scheduler no longer creates management work from elapsed time, run
counts, or missing comments. This is the intended behavior change.
- Existing review tasks and explicit dependencies remain in place.
Historical origins still prevent recursive recovery treatment. No task
cleanup or data migration occurs.
- The native review handoff repair is separate from this removal.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 15:46:35 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 10d0555189 fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue interactions give agents and people a structured decision
record.
> - Resolver routes used different authorization rules.
> - Some routes blocked valid agents, including task watchdogs with
normal issue access.
> - The API did not show who could resolve a pending interaction.
> - This pull request gives every interaction kind one resolver policy
evaluator.
> - The benefit is a clear decision path with consistent governance and
company isolation.

## Linked Issues or Issue Description

Fixes: #8087

Refs: #7403

Related PR: #11082 proposes board-only confirmation rules. This change
keeps human-only review as an explicit policy.

**What happened?**

Agents could create issue interactions. Some resolver routes still
required board access.

This left valid agent confirmations pending. Task watchdogs could see
the same problem without board identity.

**Expected behavior**

Every interaction kind must use one resolver policy contract.

The contract must support `anyone`, `not_creator`, and `human_only`. It
must also apply all normal governance controls.

**Steps to reproduce**

1. Create a `request_confirmation` interaction as an agent.
2. Resolve it with another authorized agent.
3. Observe the board-only denial.

**Paperclip version or commit**

The problem exists on `master` before this change.

**Deployment mode**

Local development with `pnpm dev`.

## What Changed

- Add canonical policies for `anyone`, `not_creator`, and `human_only`.
- Use one server evaluator for every interaction kind.
- Apply named addressees, company limits, review rules, and task
watchdog scope.
- Charge cross-issue resolutions to the existing per-run action limit.
- Return the effective resolver audience in attention and interaction
data.
- Show the audience, governance choices, and denial reasons in the board
UI.
- Add telemetry, API documents, product documents, and regression
fixtures.
- Add migration provenance for safe legacy behavior.
- Make migration `0218` safe for complete replays and partial prior
runs.

## Product Rules

- An interaction records a response. It does not grant authority for the
next action.
- `anyone` lets any authorized issue participant respond.
- `not_creator` requires a responder other than the interaction creator.
- `human_only` requires an authorized person.
- A named addressee, company policy, or governed action can narrow the
audience.
- These controls cannot widen the audience.
- A task watchdog uses the same rules as an ordinary agent.
- A task watchdog does not receive board authority.
- An agent resolution on another issue uses the shared cross-issue
action limit.
- Legacy pending interactions keep their earlier restrictions.
- The UI shows the effective audience and a permanent denial reason.

## Verification

- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts`
- The focused PostgreSQL test applies migration `0218` twice.
- The test also completes a partial prior run and preserves existing
provenance.
- The latest GitHub head has 29 successful checks.
- The opt-in Storybook visual check skipped as expected.
- Greptile reports 5/5 with no open comments.

## Risks

- New interaction writes use `anyone` by default.
- Callers must select `not_creator` or `human_only` when they need
stricter review.
- Legacy pending interactions keep the old creator and human
restrictions.
- Migration `0218` fills only missing provenance fields during recovery.
- Cross-issue resolutions can reach the existing action limit.
- The shared evaluator affects every interaction kind.
- Route, service, database, shared contract, and UI tests cover these
rules.

> This work matches the Agent Reviews and Approvals direction in
`ROADMAP.md`. It does not duplicate a planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID
or context window.

The agent used reasoning, repository tools, shell commands, and test
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:46:50 -05:00
DottaandClaude Opus 5 8ee1fb21a6 feat(ui): badge the review policy when it constrains approval (#10938)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents move their work into review, and a reviewer must then give a
verdict on it
> - By default anyone with write access can give that verdict, including
the agent that did the work
> - The server can constrain that default per issue with a
`reviewPolicy` column, but no screen showed the value
> - A reviewer could therefore press Approve on a review that the server
refuses, and get a 403
> - This pull request shows the policy as a badge on the two surfaces
where a person gives a verdict
> - It also makes an agent verdict read as a verdict in the activity
timeline
> - The benefit is that a reviewer sees who can approve before they try

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The description below
follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The issue review flow. A reviewer cannot see the approval constraint on
an issue
before they give a verdict.

**Subsystem affected**

Web UI (`ui/`), with one supporting change in the server attention
service.

**Current behavior**

The server stores an optional approval constraint for each issue in a
`reviewPolicy` column. The column has three meaningful states: the
default
(`NULL` or `anyone`), `not_creator`, and `human_only`. The server
enforces the
constraint when it receives a verdict.

No screen shows the value. Two problems follow:

1. A reviewer presses Approve on a review that the server refuses. The
server
   answers 403, and the reason is not visible on the card.
2. An agent that accepts or rejects a review renders in the activity
timeline as
the raw action id, for example "issue thread interaction accepted". A
person
   who reads the timeline cannot tell that a verdict was given.

**Proposed behavior**

Show the constraint as a read-only badge on the two surfaces where a
person
gives a verdict. Show no pixels for the default state, because the
default is
what every issue already does. Make an agent verdict read as a verdict
in the
timeline.

Only agents set the column today, so this change adds no control to set
it.

**Reason and benefit**

A reviewer sees the constraint before they act. This prevents the 403,
and it
removes the need to explain the 403 afterwards. The timeline also
becomes
complete, because it now shows agent verdicts and human verdicts in the
same way.

**Breaking changes**

None. The change adds a badge and changes copy. It adds no column, no
endpoint,
and no request.

**Additional context**

The server-side column and the verdict enforcement landed earlier in
#10931.
This pull request is the user interface for that column. The default
state stays
unchanged on screen, so the badge appears on a small number of issues.

## What Changed

- **A read-only "Approvals" row** in the issue Execution properties. The
row
renders *only* for a constrained policy: "Anyone else" (`not_creator`)
or
"Human only" (`human_only`). A `NULL` or `anyone` column adds no row, so
the
  panel is untouched on the overwhelming majority of issues.
- **The same badge on the stalled-review card** in `/decisions`, above
the three
review verbs. A reviewer now sees the constraint before they press
Approve.
  The condition is the same, so the default card is unchanged.
- **Agent verdicts read as verdicts in the activity timeline.** An agent
that
accepted or rejected a review request previously rendered the raw action
id
("issue thread interaction accepted"). It now reads "approved the
request". A
  stalled-review decision names the verb that the actor chose.
- **A cleared policy reports as "anyone", not "none",** in the
field-change
receipt. The `reviewPolicy` column is nullable by default, so an absent
value
  is a real setting rather than a missing one.
- **All copy comes from `ui/src/lib/review-policy.ts`.** Its badge
lookup returns
`null` for the default. This makes "no pixels for the default" one
enforced
decision instead of a condition repeated at each call site. It also
keeps the
  badge, the activity line, and the receipt reading alike.
- **The server attention service carries the policy** on the review
attention
  subject, so the stalled-review card can read it.

## Verification

Automated tests:

- `ui/src/lib/review-policy.test.ts` — the default returns no badge,
however the
column spells it (`null`, `undefined`, `"anyone"`). An unrecognised
policy from
  the wire shows nothing rather than leaking an enum value.
- `ui/src/components/AttentionQueueRow.test.tsx` — no badge on the
default card,
and the verbs still render. Suppression of the badge must not suppress
the card.
- `ui/src/components/IssueProperties.test.tsx` — no Approvals row on the
default.
  The constrained row contains no `button`, so nothing there can PATCH.
- `server/src/__tests__/attention-service.test.ts` — the review
attention subject
carries the policy, and subjects built from narrower selects do not
claim one.

Run them with:

```sh
pnpm vitest run ui/src/lib/review-policy.test.ts \
  ui/src/components/AttentionQueueRow.test.tsx \
  ui/src/components/IssueProperties.test.tsx \
  server/src/__tests__/attention-service.test.ts
```

Manual steps:

1. Open an issue that has no `reviewPolicy`. Confirm that the Execution
   properties panel shows no Approvals row.
2. Set the column to `not_creator`. Reload the issue. Confirm that the
Approvals
   row reads "Anyone else", and that the row has no control.
3. Move that issue into review. Open `/decisions`. Confirm that the
stalled
   review card shows the same badge above the review verbs.
4. Let an agent approve the review. Confirm that the activity timeline
reads
   "approved the request" and not "issue thread interaction accepted".

Screenshots were captured at 1440x900 and 390x844, in light mode and
dark mode,
with the three policy states side by side. The leftmost column in each
capture is
the default. It carries no badge and no extra row.

## Risks

Low risk.

- The change is additive on screen. Every new surface is behind a
constrained
  policy, so the default path renders exactly as before.
- The badge is read-only. It has no control and sends no request, and a
test
  asserts that the row contains no `button`.
- An unknown policy value from the wire renders nothing. It does not
render the
  raw enum.
- No migration, no schema change, and no endpoint change.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context
window,
with extended thinking and tool use enabled. Used through Claude Code
for the
implementation, the tests, and this description.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-14 20:29:36 -04:00
DottaandClaude Fable 5 52b8741b8e perf(server): cut steady-state DB hot paths in dashboard, attention, and productivity sweeps (#10992)
<!-- ASD-STE100 -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server keeps fleet health with periodic sweeps and shows a
dashboard with run activity
> - The Paperclip instance became slow again after the first round of
recovery-sweep indexes landed
> - Live profiling found four steady-state hot paths that read much more
data than they use
> - This pull request bounds the dashboard recursion, adds the missing
taskKey index, and narrows two wide reads
> - The benefit is a large drop in constant database load and a
responsive server

## Linked Issues or Issue Description

**Describe the bug**
The server becomes slow while agents work. Live query sampling shows
four hot paths:
1. The dashboard run-activity recursive CTE reads every run a company
ever had on each call. One call takes 2.85 seconds. The UI calls it
after almost every fleet event through the dashboard and sidebar-badges
routes.
2. The productivity-review sweep runs each 30 seconds. Its run-scope
filter is `issueId OR taskId OR taskKey` on the run context JSONB. No
index exists for `taskKey`. The planner must detoast every run snapshot
for the agent. One query takes 444 ms and the sweep makes one for each
of ~152 candidate issues.
3. The attention failed-run section selects the full `context_snapshot`
for every run newer than the oldest exhausted run. That fetch moves 29
MB for each feed build.
4. The retention sweep pages the attention feed with a cursor. Each page
makes a full feed rebuild.

**Expected behavior**
Periodic sweeps and dashboard queries read only the data they use, and
use indexes.

**Actual behavior**
The database stays saturated. Users see a slow server.

## What Changed

- `server/src/services/dashboard.ts`: bound both arms of the
`recovered_runs` recursive CTE to the chart window. A retry is always
newer than the run it retries, so the bound cannot change visible chart
data. Live time went from 2,852 ms to 54 ms.
- `packages/db/src/migrations/0210_heartbeat_context_taskkey_index.sql`:
add the `taskKey` expression index that completes the
issueId/taskId/taskKey trio. With all three, the planner uses a
BitmapOr. Live time for the productivity run-scope query went from 444
ms to 1.9 ms.
- `packages/db/src/schema/heartbeat_runs.ts`: mirror the new index in
the Drizzle schema.
- `server/src/services/productivity-review.ts`: select only the seven
run fields the evidence code reads. Before, the query pulled full rows
with `result_json` (up to 43 kB per row, 100 rows per issue).
- `server/src/services/attention.ts`: project `issueId`/`taskId` text
fields instead of the full `context_snapshot` in the failed-run
newer-runs query (29 MB per feed build before).
- `server/src/index.ts`: the retention sweep now builds the attention
feed once per company with `all: true` instead of one full rebuild per
cursor page.
- `packages/db/src/heartbeat-context-snapshot-index-migration.test.ts`:
cover the new index and re-run migration 0210 statements to prove
idempotency.

## Verification

- `pnpm --filter @paperclipai/db typecheck` (includes migration
numbering and safety checks) — pass.
- `npx tsc --noEmit` in `server/` — pass.
- `npx vitest run
packages/db/src/heartbeat-context-snapshot-index-migration.test.ts` —
pass (embedded Postgres, full migration chain, planner assertions,
idempotent re-run of 0209 and 0210).
- `npx vitest run` on attention, dashboard, productivity-review,
decision-retention, issue-blocker-attention, and issue-review-attention
test files — 72/72 pass.
- Live EXPLAIN ANALYZE before/after numbers are in the What Changed
list.

## Risks

- Migration 0210 builds one btree index without CONCURRENTLY inside the
transactional migration runner. The table is not in the large-table
bucket. The 0209 twin built in seconds on a 100k-row live table.
- The CTE bound excludes retry ancestors that are older than the chart
window. Those rows are not visible to the chart query, so chart output
does not change.
- The attention projection changes JSONB scalar handling in one edge
case: a non-string `issueId`/`taskId` value now casts to text instead of
reading as absent. These keys are always strings in practice.
- The retention sweep now holds one full feed in memory per company. The
cursor loop already accumulated all pages into one array, so peak memory
is unchanged.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic, Mythos-class tier, extended
thinking + tool use) via Paperclip agent runtime.

- [x] I searched existing PRs and issues and this change is not a
duplicate.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 11:56:40 -05:00
678728f650 feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents move issues to `in_review` and rely on a "review path" (an
interaction, an approval, a monitor, or a named reviewer) to tell them
who decides next.
> - That review path can silently disappear. A user comment supersedes
the pending interaction, a monitor is exhausted, or a run ends without
restoring a path. The issue then sits in `in_review` with nobody
reviewing it and no visible action.
> - Such issues become invisible zombies. Nobody knows a decision is
owed, so the work stalls forever.
> - This pull request makes the review path a maintained invariant,
exposes a `reviewAttention` surface, and gives every stalled review
three inline actions in the UI.
> - The benefit is that an `in_review` issue always shows who reviews
it, or shows an amber "nobody is reviewing this" notice with one-click
Approve, Request changes, and Send back to work.

## Linked Issues or Issue Description

This pull request describes the problem inline. The tracking issue is
internal.

**Subsystem affected**

The review and attention loop that agents and humans share: the
`in_review` status, the `reviewAttention` surface, the /decisions
attention feed, and the issue-page review panel.

**Problem or motivation**

Agent-owned issues in `in_review` can lose their last review path. A
user comment supersedes the pending interaction. A monitor is exhausted.
A run ends without restoring a path. The issue then sits in `in_review`
with no reviewer and no visible action. It becomes an invisible zombie
and the work never progresses.

**Proposed solution**

Maintain the review path as a server invariant. Expose a
`reviewAttention` field that says what is under review, who decides, and
since when. Render a persistent review panel on the issue page and
inline actions on the /decisions feed. Keep human PATCHes into
`in_review` ungated, but record the requesting user so the panel never
renders empty.

**Alternatives considered**

A pure background auto-recovery sweep. This stays opt-in and is not
enough on its own, because it is invisible to the human. A bare status
banner. This is rejected, because it gives no action to resolve the
stall.

**Roadmap alignment**

This improves the core review and attention loop that both agents and
humans use every day.

## What Changed

- **Server — maintained review-path invariant:** when an issue enters or
sits in `in_review`, the server derives and persists a review path
(interaction, approval, monitor, or the requesting user) and recovers a
stale path with one bounded wake instead of leaving the issue pathless.
- **Server — `reviewAttention` surface:** a new field describes what is
under review (bound target with links), who decides, since when, and
whether the review is stalled. Stalled agent-assigned reviews are now
included in the attention feed.
- **Server — inline stalled-review decisions:** secured routes let a
permitted responder Approve (→ `done`), Request changes (→ `todo` + wake
carrying the note), or Send back to work (→ `todo` + wake) directly from
the attention feed.
- **Server — resume-intent wake:** an `in_review -> todo` transition now
wakes the assigned agent so a resumed review is not dropped.
- **Server — user-entry symmetry:** user PATCHes into `in_review` stay
ungated (no 422 for humans) and record the requesting user, who becomes
the named responder when no other path exists.
- **UI — review panel:** a persistent `IssueReviewPanel` renders above
the thread whenever status is `in_review`. The covered state shows the
bound target, responder, and outcomes and hoists the pending
interaction/approval card. The stalled state shows the amber notice plus
the three actions.
- **UI — decisions card actions:** the same three actions render inline
on the /decisions `AttentionQueueRow`.
- **UI — responsive fix:** the stalled action row stacks to full-width
buttons at phone width and returns to a horizontal row at `sm` and up.
New 390px stories capture the phone layout.

## Verification

- `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx
src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts
src/api/issues.test.ts` — 91 tests pass.
- Server suites added and updated: `issue-review-attention`,
`issue-stalled-review-decision-routes`, `review-path-recovery`,
`recovery-observability`, and related route/liveness tests (run by CI).
- A designer reviewed the UI at 390px and desktop in light and dark
themes on both the issue-page panel and the /decisions card. The stalled
action row stacks cleanly at phone width with no overlap and keeps the
horizontal row on desktop.

## Risks

- **Migration:** adds migration `0200` (next after master `0199`, no
renumber). It extends the agent-wakeup-requests schema and is additive.
- **Behavioral shift:** `in_review -> todo` now dispatches a wake. This
is intended (resume intent) and covered by tests.
- **Authz:** the inline decision routes are permission-gated. Only a
permitted responder sees and can trigger the actions.
- Overall risk is moderate and contained to the review and attention
loop.

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use and
code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-04 13:54:40 -05:00
ded813ad6f feat(interactions): add governed agent addressees (#10252)
## Thinking Path

> - Paperclip is the control plane that lets humans govern companies of
AI agents.
> - Issue-thread interactions are the structured handoff point for
confirmations, questions, suggested tasks, and other governed decisions.
> - Those interactions previously assumed that only board users could
resolve them, preventing one agent from explicitly addressing another
agent for a response.
> - Agent resolution needs company-level governance, auditable resolver
identity, safe terminal-state handling, and attention routing so
authorization is enforced server-side rather than inferred from UI
behavior.
> - This pull request adds governed agent resolution, withdrawal and
terminal expiry semantics, explicit agent addressees, lifecycle
reconciliation, and attention-feed filtering.
> - The benefit is that agents can participate in structured decisions
without weakening board control, company isolation, wake behavior, or
audit invariants.

## Linked Issues or Issue Description

### Subsystem affected

Issue-thread interactions across database, shared contracts, server
authorization/services, adapter callbacks, agent skill guidance, API
docs, and UI governance surfaces.

### Problem or motivation

Structured interactions were board-only, had no explicit agent
addressee, and lacked durable withdrawal/terminal-expiry semantics. That
made peer-agent decisions impossible to authorize and audit safely.

### Proposed solution

Persist requested/effective resolver policy and addressee identity,
enforce company governance and eligible agent resolution, reconcile
addressee lifecycle changes, expose withdrawal and terminal expiry, and
route attention to the intended active agent with board fallback.

### Alternatives considered

Implicitly authorizing the issue assignee or mentioned agents was
rejected as ambiguous and difficult to audit. Using comments alone was
rejected because it loses structured outcomes and continuation behavior.

### Roadmap alignment

Supports the ROADMAP direction for lightweight leadership-agent
communication that still resolves into governed decisions and work
objects.

### Additional context

Public GitHub issue/PR search found no duplicate implementation; open PR
search for interaction resolver governance and agent addressees only
returned this PR.

## What Changed

- Add company-scoped interaction resolver governance contracts and
persistence.
- Add requested/effective resolver policy, resolver identity,
withdrawal, and terminal-expiry behavior.
- Add explicit `addresseeAgentId` validation, authorization,
persistence, lifecycle reconciliation, API documentation, and skill
guidance.
- Route pending addressed interactions to the intended invokable agent
and fall back to board attention when that agent becomes ineligible or
is deleted.
- Preserve sandbox callback identity fields required by governed
resolution paths.
- Add migrations `0193` and `0194` plus route, service, attention,
adapter, CLI, and UI coverage.
- Add governance state and company settings UI, including responsive
mobile behavior and distinct withdrawn/expired audit presentation.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed, including migration numbering and safety
checks.
- `pnpm test:run` — feature/server and UI workspace suites passed; one
unrelated CLI AWS doctor test observed injected static AWS credentials
and warned instead of passing.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests
passed, confirming the failure was environment-sensitive.
- `pnpm build` — passed.
- Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161`
completed all GitHub CI jobs successfully.

## Risks

- Migrations add interaction and company-governance fields; numbering is
conflict-free on current `master`, additive statements are idempotent,
and migration safety checks pass.
- Agent authorization behavior expands beyond board-only resolution, but
defaults remain board-only and coverage exercises company boundaries,
resolver eligibility, lifecycle invalidation, wake behavior, withdrawal,
expiry, and attention fallback.
- Attention routing depends on current agent invokability;
reconciliation and read-time filtering prevent stale addressees from
retaining visibility or resolution authority.

> 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 using `gpt-5.6-sol` with reasoning, terminal tool use,
code execution, Git/GitHub integration, and Paperclip control-plane
tools. Context-window metadata was not reported by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-04 12:51:06 -05:00
Devin Foley cb52f0b750 db: env-configurable client options; parallelize attention feed queries (#10795)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server stores all state in PostgreSQL through Drizzle and the
postgres.js driver
> - Self-hosted installs run Postgres on localhost, so per-query latency
is near zero; hosted installs often attach Postgres over a network,
sometimes through a transaction-mode pooler
> - The DB client passes no options to the driver, so operators cannot
disable prepared statements or tune the pool without a source edit, and
the deploy docs told them to edit `client.ts`
> - The attention feed also runs its related-data lookups one after
another, so its latency grows as queries × network round trip
> - This pull request adds optional environment configuration for the DB
client and batches the independent attention-feed lookups with
`Promise.all`
> - The benefit is that network-attached deployments get correct pooler
support and a much faster attention feed, while self-hosted behavior
does not change

## Linked Issues or Issue Description

No public issue exists for this; description follows the bug report
template:

**What happened?**

On deployments where PostgreSQL is network-attached (managed providers,
pooled endpoints), the attention feed endpoint is slow:
`attentionService.list()` awaits ~15–20 queries strictly in sequence, so
a 70ms round trip turns into more than one second of pure network wait
per call. Separately, connecting through a transaction-mode pooler
(pgbouncer, Supavisor port 6543, Neon `-pooler` hosts) requires
disabling prepared statements, and the only documented way was to
hand-edit `packages/db/src/client.ts` — which `doc/DATABASE.md` itself
tells operators not to do.

**Expected behavior**

The DB client is configurable from the environment (prepared statements,
pool size, timeouts) with driver defaults when unset, and hot read paths
do not multiply network latency by issuing independent queries
sequentially.

**Steps to reproduce**

1. Run the server with `DATABASE_URL` pointing at a Postgres instance
with ~70ms round-trip latency.
2. Open the attention feed (`GET /companies/:companyId/attention`) and
measure response time — it exceeds one second even with little data.
3. Try to connect through a transaction-mode pooler: there is no
supported configuration to disable prepared statements.

## What Changed

- `packages/db/src/client.ts`: `createDb` accepts a
`DatabaseClientOptions` argument and reads optional env config —
`DATABASE_PREPARED_STATEMENTS`, `DATABASE_POOL_MAX`,
`DATABASE_IDLE_TIMEOUT_SECONDS`, `DATABASE_CONNECT_TIMEOUT_SECONDS`.
When nothing is set, no option is passed to the driver and behavior is
identical to the previous bare `postgres(url)`.
- `packages/db/src/client-options.test.ts` (new): env parsing and
driver-option mapping tests, including malformed-value rejection.
- `server/src/services/attention.ts`: the independent related-data
lookups in each feed section now run under `Promise.all` (issue
summary/image/plan-document maps, decision bundle titles, blocked-issue
maps, the newer-runs scan). Section order, item assembly, and query
shapes are unchanged.
- `doc/DATABASE.md` and `docs/deploy/database.md`: the edit-source
pooling instruction is replaced with the env toggle, plus a short
client-tuning reference.

## Verification

- `pnpm --filter @paperclipai/db exec vitest run
src/client-options.test.ts` — 6 tests pass.
- `pnpm --filter server exec vitest run
src/__tests__/attention-service.test.ts` — 22 tests pass.
- `pnpm --filter server exec vitest run
src/__tests__/decisions-service.test.ts
src/__tests__/decision-training.test.ts` — 45 tests pass; this covers
the call path that runs `attentionService.list()` inside
`db.transaction`, where postgres.js serializes queries on the reserved
connection.
- `tsc` reports no errors in the changed files.

## Risks

- Low risk for self-hosted installs: with no env vars set,
`postgres(url, {})` receives an empty options object, which postgres.js
treats the same as no options — driver defaults throughout.
- The `Promise.all` batches only group queries that had no data
dependency on each other; on the transaction call path the driver still
executes them one at a time on the reserved connection, so transactional
semantics are unchanged.
- Malformed env values now fail fast at startup with a clear message
instead of being silently ignored; this is intentional and only affects
operators who set the new variables.

## Model Used

Claude Fable 5 (`claude-fable-5`), Anthropic — via Claude Code CLI,
extended thinking enabled, tool use (test execution, live latency
measurement against a network-attached Postgres to size the problem).

## 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 (searched "prepared statements", "pgbouncer", "pool",
"attention feed", "lockfile" — closest matches are #10573/#10787
lockfile chores, unrelated to this change)
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-04 06:30:36 -07:00
DottaandPaperclip 8e7f1c03eb feat(decisions): improve desk triage and queue parity (#10785)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The decisions desk and queue help operators find work that needs a
human decision.
> - The current views use different grouping, sorting, and labels.
> - Repeated confirmation requests can also leave stale pending actions
in the queue.
> - Blocked-work attention can point at an intermediate issue instead of
the terminal blocker.
> - This pull request aligns the server contract and both user
interfaces.
> - The benefit is a smaller, clearer queue that ranks the decisions
with the largest impact.

## Linked Issues or Issue Description

Related PR: #10774

**What existing behavior does this improve?**

The decisions desk and queue currently use different triage rules. They
can show stale repeated confirmations and can rank blocked work by an
intermediate issue.

**Subsystem affected**

This change affects attention aggregation, issue thread interactions,
shared attention contracts, and the decisions user interface.

**Current behavior**

The desk uses a can-wait group that has no clear arrival meaning. The
queue has fewer controls than the desk. Repeated pending confirmations
remain actionable. Blocked-work rows do not always identify the terminal
actionable blocker.

**Proposed behavior**

Group desk items by arrival date, and reserve Decide now for explicit
due dates. Use one toolbar and shelf model on both pages. Supersede
older repeated pending confirmations. Aggregate blocked work under the
terminal actionable blocker and rank it by impact.

**Reason and benefit**

Operators get one consistent triage model. The badge reflects new and
overdue work. High-impact blockers move to the top. Duplicate
confirmation work no longer consumes attention.

**Breaking changes**

The attention summary field `decideNowCount` changes to
`deskBadgeCount`. Consumers must use the new field. Older repeated
confirmation interactions can now finish with the
`superseded_by_newer_request` outcome.

## What Changed

- Supersede older pending confirmation requests for the same issue and
record the mutation in activity history.
- Resolve blocked-work attention to actionable terminal blockers,
suppress live blocker trees, and rank rows by blocked-work impact.
- Group the decisions desk into New today and Earlier, and count new
plus overdue work in the desk badge.
- Share the decision toolbar and shelf components across the desk and
queue.
- Add queue grouping, sorting, filtering, aging, visible training
controls, and clearer recommendation copy.
- Add server, shared-contract, and user-interface tests for the new
behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` (all
server, UI, CLI, shared, and catalog tests passed; one fixed five-second
DB timeout flaked under full-suite load)
- `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts` (passed in isolation)
- `pnpm build`

## Risks

- The attention summary field rename requires synchronized consumers.
- Terminal-blocker traversal uses cycle and depth guards. A malformed
dependency graph can stop at the last safe node.
- The new arrival grouping changes which items contribute to the
decisions badge.
- Superseding repeated confirmations changes the terminal state of older
pending interactions.

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

## Model Used

OpenAI Codex with GPT-5. The runtime did not expose a dated model
snapshot or context-window size. The model used reasoning, repository
tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-03 21:31:45 -05:00
0a09e4d975 feat(decisions): add desk workflow and retention (#10672)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Decisions desk shows work that needs a human decision
> - The queue foundation can group and rank decision work
> - Operators also need a focused daily view and a safe way to handle
old work
> - This pull request adds the desk controls, the aging shelf, and
reversible retention
> - It also binds bulk archive decisions to the exact reviewed item set
> - The benefit is a smaller daily queue without lost or orphaned work

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

Decision work can grow into one large company list. Operators need quick
queue and date controls. Old items also need a safe retention path that
does not delete work.

**Proposed solution**

Add queue and date controls to the Decisions desk. Compute the aging
shelf on the server. Archive idle items after 90 days unless an operator
keeps them. Keep archived items searchable and revivable. Notify origin
agents in one batch per sweep. Bind bulk archive proposals to a signed,
exact item manifest.

**Alternatives considered**

Client-only aging can drift across browsers and source kinds. Deleting
old rows removes audit and recovery paths. An unsigned dynamic bulk
query can archive items that the reviewer did not inspect.

**Roadmap alignment**

This work supports the Work Queues and decision-memory directions in
`ROADMAP.md`. It extends the Decisions and attention-feed foundation
from #10651. Related earlier work includes #9380, #10010, and #10474.

## What Changed

- Added the queue rail, date chips, decide split, triage strip, queue
page, and aging shelf UI.
- Added server-owned shelf state with per-queue retention overrides.
- Added reversible retention state, archive history, and an idempotent
notification outbox.
- Added the 90-day archive sweeper, Keep exemption, archived feed query,
and revive actions.
- Added one origin-agent notification per agent and sweep.
- Added signed bulk archive proposals with exact-set and version checks.
- Persisted queue-exclusion reasons atomically and kept cross-domain
source resolution per-item until it has an exact-set transaction
contract.
- Added API contracts, OpenAPI entries, migration coverage, focused
tests, and Storybook screens.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408
files and 3,362 tests passed)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts`
- `pnpm build`
- `pnpm check:token-gates`
- Focused retention, attention, decisions, migration replay, startup,
and UI API tests.
- Complete queue snapshot regression with 51 items across the normal
50-item page boundary.

The unmodified CLI test reports one warning assertion in this runtime
because the harness injects static AWS credential variables. The
isolated test passes when those two variables are removed.

## Risks

- The migration adds retention and notification outbox tables. It uses
idempotent table, index, and foreign-key creation.
- Retention runs on the heartbeat scheduler interval. Compare-and-set
version checks prevent stale archive writes.
- Bulk archive acceptance fails closed when authority, activity,
version, or the reviewed set changes.
- Archive is reversible and does not delete source records.

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

## Model Used

OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code
execution, database migration generation, and test execution. The
context-window size is not exposed in this runtime.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:47:03 -05:00
DottaandPaperclip 30c49c8327 feat(decisions): add queues and prioritized attention feed (#10651)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane for companies of AI
agents.
> - Operators use the attention feed to find decisions that need action.
> - The feed has eleven source kinds, but it has no durable queue or
triage state.
> - The feed also returns every item and lacks decision deadlines,
snooze state, and decision-focused ordering.
> - This pull request adds secure queue sidecars and enriches the
attention feed with triage data, filters, cursor pagination, and
decide-now ranking.
> - The benefit is a bounded feed that can show the most urgent
decisions first without weakening source visibility rules.

## Linked Issues or Issue Description

This pull request replaces the closed
[#10634](https://github.com/paperclipai/paperclip/pull/10634). It
combines that queue foundation with the dependent attention-feed change
as one review unit.

**Subsystem affected**

Database schema, shared contracts, server authorization and REST APIs,
and the UI attention client library.

**Problem or motivation**

The attention feed can contain hundreds of mixed decision items.
Operators cannot group them into durable queues, set a decision
deadline, snooze an item, or request a bounded page ordered by urgency.
The current client must download the full feed on each refresh.

**Proposed solution**

Store queue membership and triage state by stable attention identity.
Re-authorize each source during queue reads and writes. Enrich attention
items with queue, deadline, snooze, expiry, rule, and origin data. Add
activity and queue filters, opaque cursor pagination, decide-focused
ordering, and a decide-now count.

**Alternatives considered**

Adding queue fields to every source would duplicate schema and
authorization logic across eleven source kinds. Client-only filtering
and sorting would still transfer the full feed and would make pagination
unstable.

**Roadmap alignment**

This change improves the core decision-attention surface and operator
oversight. It does not implement the separate general-purpose work queue
milestone in `ROADMAP.md`.

## What Changed

- Added company-scoped queue, membership, triage, and append-only event
tables with actor and run provenance.
- Added queue CRUD, item membership, starter-rule discovery, and
decide-by and snooze endpoints.
- Kept source authorization on each queue mutation, read, and count.
- Added attention fields for expiry, rule, origin agent, queues,
decide-by attribution, and snooze state.
- Added activity date filters, queue filters, opaque cursor pagination,
and configurable page limits.
- Added decide-now ordering by deadline, expiry, severity, and activity.
- Added `decideNowCount` and excluded actively snoozed items from the
default feed.
- Updated the shared and UI client contracts.
- Added focused server, route, OpenAPI, and UI client tests.

## Verification

- `pnpm exec vitest run server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-queues-routes.test.ts
server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts
ui/src/lib/attention.test.ts` (72 tests passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared
--filter @paperclipai/server --filter @paperclipai/ui typecheck`
- `git diff --check origin/master...HEAD`

## Risks

- The migration adds four company-scoped tables and provenance foreign
keys. Migration numbering and safety checks pass.
- Attention reads can lazily create starter queues and memberships.
Inserts are idempotent, audited, and transactional.
- Cursor validity depends on the filtered feed. The API returns a clear
validation error when the cursor item no longer exists in that feed.
- Queue reads re-check source visibility. This favors correct
authorization over fewer queries.

> 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, model `gpt-5`. The runtime used agentic reasoning,
repository tools, code execution, and test execution. The runtime did
not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 20:37:39 -05:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can currently perform many mutations directly, while humans
often need a durable review point before cross-issue or destructive
actions occur
> - Existing approvals and issue-thread interactions do not provide a
standalone, reusable object for presenting options, collecting typed
inputs, detecting stale targets, and auditing effect execution
> - The control plane therefore needs a first-class propose mode that
separates an agent's recommendation from the governed mutation it may
cause
> - This pull request adds Decisions v1 across the database, shared
contracts, server execution and telemetry, agent skill guidance, and
operator UI
> - The benefit is that agents can propose multi-option actions safely
while operators get explicit provenance, fail-closed execution,
per-effect results, and a focused attention workflow

## Linked Issues or Issue Description

### Subsystem affected

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

### Problem or motivation

Agents need a governed way to propose consequential work without
immediately mutating issues, especially when one choice can affect
several issue trees. Existing approvals and issue-thread interactions do
not provide a standalone object with typed options, target snapshots,
effect-level authorization, expiration, execution outcomes, and reusable
attention-feed presentation.

### Proposed solution

Add first-class Decisions that store options and typed inputs, surface
open proposals in the operator attention feed, validate target freshness
and the origin-agent/operator authorization intersection at decision
time, execute a bounded set of auditable effects, and retain terminal
outcomes. Decisions v1 supports comments, status and assignee changes,
follow-up issue creation, blocker resolution, and issue-tree
cancellation, plus bundle grouping, expiration/dismissal, rule-key
telemetry, and agent-facing API guidance.

### Alternatives considered

- Extend approvals with arbitrary effects: rejected because approvals
represent governed yes/no actions and would become an unsafe generic
mutation envelope.
- Model every proposal as an issue-thread interaction: rejected because
decisions can span several targets and need independent lifecycle,
telemetry, idempotency, and effect results.
- Let agents perform the mutation and ask for retrospective review:
rejected because it removes the pre-execution governance boundary this
feature is meant to provide.

### Roadmap alignment

Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**,
**Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool
access)**, and **Activity History** by making explicit decisions,
authorization gates, auditable execution, and terminal outcomes
first-class control-plane objects.

### Additional context

This does not replace existing approvals or issue-thread interactions,
and it does not add an unrestricted generic mutation effect.

## What Changed

- Added company-scoped decision, option, target, and effect-execution
schema plus migration and shared TypeScript/Zod contracts.
- Added decision routes and services for propose, list/get, decide,
dismiss, cancel, target freshness checks, authorization intersection,
idempotency, activity logging, and execution auditing.
- Added rule-key decision telemetry and attention-feed metadata so open
decisions are visible and measurable.
- Added agent skill documentation for proposing and resolving decisions
through the Paperclip API.
- Added the Decisions UI: API client, query keys, inline attention
resolver, bundle grouping, target-issue strip, terminal history,
destructive confirmation, and per-effect result rendering.
- Added server service coverage, DecisionCard state tests, and Storybook
stories for the supported visual states.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated
cross-suite cleanup-order failure in
`heartbeat-responsible-user-invariant.test.ts`; the failing file passes
in isolation (`6/6`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/DecisionCard.test.tsx` — passed (`9/9`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/authz-existence-oracle-guard.test.ts
src/__tests__/openapi-routes.test.ts` — passed (`5/5`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts` — passed (`16/16`).
- `pnpm --filter paperclipai exec vitest run
src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`).
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
paperclipai typecheck` — passed.
- `pnpm build` — passed.
- Rebased-head focused suite — passed (`6` files, `88` tests): shared
decision contracts, Decisions service, OpenAPI routes, startup feedback
export, DecisionCard states, and attention helpers. The follow-up
stale-secondary-target regression passes in the DecisionCard suite
(`10/10`).
- Rebased-head scoped typechecks — passed for `@paperclipai/shared`,
`@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`.
- Rebased-head migration numbering and safety checks — passed after
renumbering the additive migration to `0193` and making it replay-safe
for environments that applied the earlier feature-branch number.
- `pnpm check:token-gates` — passed with all gates clean.
- GitHub PR workflow and Greptile review for
`1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the
stale-secondary-target fix and PR metadata refresh on July 27, 2026.
- `pnpm --filter @paperclipai/ui build-storybook` exposes an existing
Storybook version mismatch (`storybook` 10.4.6 vs
`@storybook/addon-docs` 10.5.0); Decisions stories were validated with
the docs addon temporarily disabled and the tracked config remains
unchanged.

## Risks

- **Migration:** Adds replay-safe migration `0193`; migration numbering
and safety checks pass. The new tables and indexes are additive.
- **Authorization:** Effect execution intersects the proposing agent's
permissions with the responsible user context and fails closed; mistakes
could reject a valid proposal rather than silently over-authorize it.
- **Concurrency:** Target snapshots and idempotency keys protect against
stale or duplicate execution, but reviewers should focus on mixed-effect
partial outcomes and retry behavior.
- **UI:** Decisions are integrated into the existing attention feed
rather than a separate navigation surface, reducing routing risk but
increasing the importance of attention-item metadata compatibility.

> 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 CLI using `gpt-5.6-sol` for final PR preparation, review
fixes, and verification; repository tools and code execution were
enabled, and context-window size is not exposed in this runtime.
- Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions
UI implementation, as recorded in the relevant commits.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:17:02 -07:00
TonioandClaude Opus 5 492555aaf9 design(decisions): flatten decision cards to two task-borrowed types (#10474)
The Decisions queue ran five parallel colour/icon vocabularies chosen by
source kind, plus a separate severity badge, so two rows needing the same
response could look unrelated and none of it matched the task list.

Every row now resolves to one of two kinds, each borrowing the task status
it corresponds to: blocking renders as `blocked`, review as `in_review`,
both through StatusGlyph and the existing --status-task-icon-* tokens.
Source kinds keep their own wording; only colour and icon merge.

Card anatomy follows the design mock: no left accent rail, rounded cards
16px apart, a "/"-separated meta breadcrumb, a named See more / See less
control, and no separately tinted drawer when expanded. Verb order is
fixed across both states. Severity moves from chrome to a toolbar filter.

Four defects fixed along the way:
- blocked rows reported themselves as their own blocker (server-side)
- the task key was missing wherever the row's subject IS the task
- the task quicklook stuck open, because closing handed focus back to a
  trigger that opens on focus
- the card ring appeared on click, and only on cards with a toggle

Also: the standard task preview is aligned to its trigger's text and
scales out of it, the task eyebrow renders its project as a tile, and the
first motion tokens land alongside the disclosure and crossfade.

Supersedes #9574 and #9575.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-31 18:43:40 -07:00
DottaandPaperclip 148a5b11f5 Route blocked transitions to explicit unblock owners (#10112)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies.
> - Issue status transitions determine whether work keeps moving or
silently stalls.
> - A blocked issue previously could rely on prose alone, leaving the
intended unblock owner unstructured and unnotified.
> - Existing blocker-attention classification could identify stalled
chains, but the signal was not delivered to the board attention feed.
> - Blocked transitions also need rollout-safe deduplication so upgrades
do not notify for historical issues and repeated processing does not
create notification storms.
> - This pull request adds structured unblock descriptors, prospective
transition timestamps, owner delivery, and board attention routing with
focused authorization controls.
> - The benefit is that newly blocked work has an explicit, routable
next action without weakening company boundaries or allowing agents to
inject arbitrary human attention items.

## Linked Issues or Issue Description

Related documentation PR: #10094.

### Subsystem affected

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

### Problem or motivation

An issue can enter `blocked` without a machine-readable unblock path.
Prose-only ownership does not reliably wake the responsible agent or
surface human-owned work, while the existing `blockerAttention`
classifier is not delivered to an operator-facing attention feed.

### Proposed solution

Require new transitions into `blocked` to have unresolved blockers, a
pending interaction/approval, or a structured `{ owner, action }`
descriptor. Notify an allowed owner once per prospective transition,
route human-owned cases to board attention, and leave pre-rollout
blocked issues untouched.

### Alternatives considered

- Keep prose-only blockers: rejected because ownership remains
unroutable.
- Backfill all historical blocked issues: rejected because upgrades
would create notification storms.
- Let agents target arbitrary users or the board: rejected after
security review because it creates an attention-injection channel.

### Roadmap alignment

Aligns with `ROADMAP.md` → “Enforced Outcomes (watchdogs, recovery
actions, review gates)” by making blocked work carry an explicit
continuation path.

### Additional context

The implementation is prospective-only and deduplicated per blocked
transition. Agent-authored descriptors are limited to the acting agent;
board actors retain human-owner routing.

## What Changed

- Added persisted unblock descriptors and prospective blocked-transition
delivery timestamps with an idempotent migration.
- Added shared types and validation for board, user, and agent unblock
owners.
- Enforced valid blocked transitions and same-company owner validation
in the issue update route.
- Restricted agent-authored descriptors to the acting agent itself,
preventing board/user attention injection by compromised agents.
- Added one-per-transition agent wake delivery and prospective-only
rollout gating.
- Routed human-owned blocker attention into the board attention feed.
- Added focused tests for validation, prospective delivery, flap
deduplication, attention routing, route authorization, and stop-relay
compatibility.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/routable-blocked.test.ts
server/src/__tests__/attention-service.test.ts
packages/shared/src/validators/issue.test.ts`
- `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= pnpm test:run`
- `pnpm build`
- `pnpm --filter @paperclipai/db check:migrations`

## Risks

- Behavioral shift: new `blocked` transitions without a real blocker,
pending governed action, or structured descriptor now return `422`.
- Notification abuse is constrained by same-company validation, agent
self-only routing, prospective rollout gating, and transition-scoped
deduplication.
- Migration risk is low: columns are additive, nullable, and use `IF NOT
EXISTS`; historical blocked issues are not backfilled or notified.

> 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 CLI with GPT-5.4, reasoning-enabled tool use and code
execution. The runtime did not expose a context-window value.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-23 15:49:28 -05:00
DottaandPaperclip 051ae4d102 feat: restore decision training library and inspector (#9779)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and supervise governed work.
> - Decisions capture high-value operator judgment, and the
decision-training foundation merged in #9702 freezes that evidence for
later evaluation and learning.
> - Operators still need the UI from the closed stacked PR #9718 to
intentionally capture examples and inspect the resulting dataset.
> - GitHub automatically closed #9718 when its stacked base branch was
deleted after #9702 merged, leaving the server foundation on `master`
without the corresponding UI.
> - This pull request restores the final UI and its still-required
supporting API fields directly on current `master`, while excluding the
obsolete migration and duplicated server-foundation diffs.
> - The benefit is a reviewable replacement PR that preserves the
completed decision-training workflow without replaying stale stack
history.

## Linked Issues or Issue Description

- Refs #9718
- Refs #9702

## What Changed

- Restored the top-level `/training` library and record inspector with
search, filters, JSONL export, notes editing, and evidence tabs.
- Restored the Decisions-row training affordance and capture drawer,
including preview, provenance, deletion, cache refresh, and approval
consistency behavior.
- Restored the shared types and focused server support needed by the UI
without reintroducing decision-training migrations or the already-merged
server foundation.
- Restored focused UI and attention-service tests from the final #9718
state.
- Credit to the authors and reviewers of #9718; this recovery
transplants their final reviewed delta after the stacked base deletion.

## Verification

- `pnpm exec vitest run ui/src/pages/Training.test.tsx
ui/src/components/DecisionTrainingDrawer.test.tsx
ui/src/components/AttentionQueueRow.test.tsx
server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-training.test.ts` — 5 files, 48 tests
passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3
tests passed; confirms exact route/OpenAPI parity for the restored
preview endpoint.
- `pnpm check:token-gates` — the restored files are clean; the
repository-wide command currently reports five pre-existing false
positives where comments reference GitHub issue `#9627` as if it were a
color literal.

## Risks

- Low migration risk: this PR contains no database migrations and is
based directly on current `master`.
- The main behavioral risk is cache invalidation across Decisions and
Training views; focused tests cover capture, update, deletion, row
state, and approval refresh behavior.
- The token-gate baseline remains red on unrelated `#9627` comment
references; this PR does not modify those files.

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

## Model Used

- OpenAI Codex, GPT-5.3-Codex, reasoning with repository/tool access and
code execution. Context window not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-17 13:27:32 -05:00
DottaandPaperclip a090c09ee5 feat: add decision training snapshot foundation (#9702)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - Human approvals, issue interactions, and execution decisions already
capture high-value decision moments
> - Those moments are currently transient and cannot be reused as stable
evaluation or training examples
> - Reusable examples need a server-owned, immutable snapshot so later
comments or runs cannot leak into the recorded state
> - Human notes need to remain editable and auditable without changing
the captured state
> - This pull request adds the database model, snapshot capture service,
API, export format, and attention-feed enrichment for decision training
> - The benefit is a durable, inspectable foundation for evaluating
whether agents can reproduce good human decisions from only the context
available at decision time

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`server/`, `packages/db`, and `packages/shared`).

### Problem or motivation

Paperclip has no durable dataset for converting human decisions into
evaluation-ready examples. Teams need to capture pending or resolved
decisions with the exact issue context, comments, runs, and repository
evidence available at a cutoff, while preventing future context from
leaking into the example.

### Proposed solution

Store immutable, schema-versioned snapshots anchored to durable
interaction, approval, or execution-decision records; keep notes
separately editable with history; expose human-only CRUD, list, and
JSONL export APIs.

### Alternatives considered

Client-generated snapshots were rejected because they duplicate cutoff
logic and cannot reliably enforce no-leakage boundaries. Automatic
outcome backfill was deferred so captured examples remain faithful to
what was known at capture time.

### Roadmap alignment

Supports the roadmap direction of turning completed work and decision
patterns into reusable organizational knowledge.

### Additional context

The implementation records explicit commit-resolution confidence
(`exact`, `nearest_run`, `workspace`, or `none`) so downstream
evaluation can distinguish evidence quality.

## What Changed

- Added the `decision_training_examples` schema and idempotent migration
with company, issue, and source/author indexes.
- Added shared types for decision-training records, notes history, and
versioned snapshots.
- Added a single server-side snapshot capture path with inclusive
comment cutoffs, pre-cutoff run capture, durable decision payloads, and
explicit commit-resolution confidence.
- Added create, list, detail, notes-only update, delete, and JSONL
export routes with human-only write authorization and activity logging
that skips no-op note submissions.
- Added per-user `trainingExampleId` enrichment to attention items.
- Added focused embedded-Postgres tests for cutoff boundaries,
post-cutoff leakage, immutable snapshots, human-only writes, duplicate
prevention, notes history, attention enrichment, and export shape.
- Updated UI test and Storybook attention-item factories for the new
required `trainingExampleId` contract.

## Verification

- `pnpm exec vitest run server/src/__tests__/decision-training.test.ts`
— 10 tests passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.

## Risks

- The migration adds a new table and indexes only; it does not rewrite
existing rows or install resolve-time hooks.
- Snapshot JSON can grow with long comment threads and run histories; v1
intentionally favors complete, inspectable examples over aggressive
truncation.
- Commit SHA resolution is evidence-based and records `exact`,
`nearest_run`, or `none` so downstream consumers can account for
confidence.
- The API is additive, but future UI work must continue to treat the
snapshot as immutable and use notes-only updates.

> 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 using `gpt-5.3-codex`, with repository tool use, terminal
execution, and code-editing capabilities; context-window size is not
exposed by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-07-17 12:17:34 -05:00
36ec79c196 feat: add attention queue and Decisions surface (#9380)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, where
operators need a reliable way to find and act on work awaiting their
input.
> - The attention and issue-thread interaction subsystems expose those
decision points across server APIs and the board UI.
> - The previous navigation and interaction presentation left these
actions fragmented and did not offer a controlled rollout for the
Decisions surface.
> - This branch adds the attention feed, richer interaction cards,
grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry.
> - It also keeps experimental settings and API contracts synchronized,
with an idempotent migration for the new dismissal state.
> - This pull request delivers the complete, tested attention/Decisions
experience as one reviewable unit.

## Linked Issues or Issue Description

- Adds an operator-focused attention queue and Decisions experience:
grouped decision cards, semantic interaction actions, dismiss/snooze
handling, resilient interaction states, and an experimental flag to
control the Decisions navigation entry.


## Feature Context

### Problem or Motivation

Operators currently have to hunt across approvals, interactions, failed
runs, and budget alerts to find decisions that need their action.

### Proposed Solution

Provide a gated Decisions attention queue that groups actionable items,
supports direct resolution, and preserves operator control through
dismiss and snooze actions.

### Alternatives Considered

Keep separate, source-specific views only; this leaves cross-cutting
operator decisions fragmented and harder to prioritize.

### Roadmap Alignment

This improves the V1 control-plane operator workflow by making pending
governed actions discoverable in one company-scoped surface.

## What Changed

- Added server attention-feed services, routes, interaction handling,
dismiss/snooze support, and an idempotent `0145` inbox-dismissal
migration.
- Added shared attention, inbox-dismissal, and experimental-settings
contracts.
- Added Decisions/attention UI, interaction-card states, sidebar
badge/navigation integration, grouping, keyboard support, and Storybook
coverage.
- Added tests for attention behavior, thread interactions, settings
normalization, dismissals, and API behavior.
- Removed generated screenshots from the final PR diff and rebased the
branch onto current `master`.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm exec vitest run
packages/shared/src/issue-thread-interactions.test.ts
server/src/__tests__/attention-service.test.ts
server/src/__tests__/inbox-dismissals.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
ui/src/lib/attention.test.ts
ui/src/components/AttentionQueueRow.test.tsx
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests
across 9 focused files.
- GitHub Actions for `ad636f560`: build and typecheck/release-registry
have passed; remaining general-server and Greptile checks are in
progress.

## Risks

- Moderate: this is a cross-layer attention/interaction feature with a
new migration and navigation behavior.
- The `enableDecisions` experimental setting defaults to off, limiting
rollout impact.
- Existing dismissal data is backfilled to `dismiss`; the migration is
idempotent and uses guarded constraint creation.

> ROADMAP.md was checked; no duplicate planned core feature was
identified. Related open pull requests were searched before opening this
PR.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution.
Context-window size unavailable in this environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 17:09:57 -05:00