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DottaandClaude Opus 5.5 7c65a2f479 fix(authz): link plugin settings and say reply now on board-only denials (#20182)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat agents run with agent credentials, and plugin management routes
are board-only
> - A board-only denial tells the agent the denial is final and links
the board page that holds the control, when the page is known (#20151)
> - Plugin routes had no known page, so the denial said "link a page
only if you already know its route"
> - In a chat eval, an agent asked to finish configuring a plugin got
this denial and kept searching the API for about two minutes, so it did
not answer in time
> - This pull request names the plugin manager, or that plugin's
settings page, in the denial
> - The benefit is that the agent can hand the step to the person with a
working link right away

## Linked Issues or Issue Description

Refs #20151

**What happened**
An agent that called a board-only plugin route (for example `GET
/api/plugins` or `POST /api/plugins/:pluginId/config`) got the generic
remediation with no page. In the `plugins.configure-plugin` chat eval,
the agent kept calling `search_api` for another plugin route after the
403 and did not reply within the 150-second window.

**Expected behavior**
The denial names the page where a board user does the step: the plugin
manager (`/<prefix>/company/settings/instance/plugins`) or the plugin's
settings page (`/<prefix>/company/settings/instance/plugins/<id or
key>`). No link is given when the operator hides plugin management
(`PAPERCLIP_HIDDEN_SETTINGS=instance.plugins`).

**Steps to reproduce**
1. Install a plugin.
2. As an agent, call `POST /api/plugins/<pluginId>/config`.
3. See a 403 `board_access_required` remediation without a plugin page.

## What Changed

- `server/src/routes/authz.ts`: board-only denials on `/api/plugins`
routes link the plugin manager, or the plugin's settings page when the
path names a plugin UUID or key. The plugin settings page accepts
either. No link when plugin management is hidden.
- `server/src/routes/authz.ts`: every agent board-only denial now says
to stop working on the denied step and reply now. With the plugin link
alone, the eval agent still searched the API for two more minutes.
- `server/src/routes/authz.ts`: any manifest-format plugin key
(including dot-free keys such as `my-plugin`) gets a direct link; plugin
manager endpoints (`examples`, `install`, `tools`, `ui-contributions`)
link the plugin list.
- `ui/src/pages/PluginSettings.tsx`: custom settings slots match by
plugin key as well as plugin id, so a page opened by key shows the
plugin's own settings.
- `server/src/__tests__/board-access-denial.test.ts`: cases for list,
install, config by id, disable by key, a dot-free key, manager
endpoints, and the hidden-settings case.
`ui/src/pages/PluginSettings.test.tsx`: opening the page by key mounts
that plugin's settings slot.
- Merged `master`, keeping its project access-members denial cases.

## Verification

- `cd server && npx vitest run src/__tests__/board-access-denial.test.ts
src/__tests__/agent-permissions-routes.test.ts
src/__tests__/environment-routes.test.ts
src/__tests__/execution-workspace-runtime-lease-route.test.ts`: 241
passed after merging master.
- `cd ui && npx vitest run src/pages/PluginSettings.test.tsx`: 9 passed;
the new key-route case fails without the `PluginSettings` change.
- `cd server && pnpm typecheck`: passes.

## Risks

- Low risk. Only the remediation text of agent board-only denials on
`/api/plugins` routes changes. Board users and authorization do not
change.

## Model Used

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), tool use and code
execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-09 00:39:39 -06:00
DottaandClaude Opus 5.5 c49ab6b9ee feat(issues): wake the parent once when a child or blocker stalls on the board (#20098)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A parent task delegates to children and waits on blockers. Its agent
learns of progress only through wakes
> - Today only completion (`issue_children_completed`) and resolution
(`issue_blockers_resolved`) wake a waiting issue
> - In restart chaos `w-20261108T181313-s9701` t05, a blocker stopped on
a recovery action that needs the board, and its parent sat silently
blocked for 50+ minutes
> - This pull request wakes the waiting agent once per such stall, tells
it what it can do, and shows the stall on the parent's page with the
child's Retry
> - The benefit is that a stuck child or blocker no longer silently
strands its parent

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan; restart chaos campaign). Restart
chaos wave `w-20261108T181313-s9701`, task t05 (M1, claude).

**Problem**

From the kept database:
- CHA-8 `blocks` CHA-5.
- CHA-8's board-owned recovery action (`native_session_retry_exhausted`)
was created at 18:44:02.909 and resolved with outcome `blocked` at
18:44:08, when CHA-8 moved to `blocked` for the board.
- CHA-5's only wake in the whole wave was its `issue_assigned` at
18:20:48. Its agent never heard about CHA-8.

**Expected behavior**
- When a child or blocker stalls on the board, the waiting agent is
woken once. It can then re-delegate, escalate, or block with a reason.
- The board sees the stall on the waiting task, with the child's Retry.

## What Changed

- **Shared:**
- `ISSUE_BLOCKER_STALLED_WAKE_REASON` (`issue_blocker_stalled`),
`ISSUE_BLOCKER_STALL_RELATIONS`, and the types
`IssueBlockerStallRelation` and `IssueBlockerStalledWakeContext`;
  - `Issue.stalledDependencies`.
- **Server, `services/recovery/blocker-stall-wakeups.ts`:**
- A stall is an issue that is not done or cancelled, whose latest
recovery action needs the board. That means either open
(`active`/`escalated`) and board-owned or escalated, or board-owned and
resolved as `blocked` while the issue is still `blocked`. The second
case is what t05 needed: recovery resolves its action that way when it
hands the issue to the board.
- Waiters are the parent, and every issue the stalled one `blocks`, when
they are open, visible and agent-assigned.
- Each waiter gets one wake per stall. The idempotency key
`issue_blocker_stalled:{waiter}:{stalled}:{recoveryActionId}` is checked
through the indexed `(company_id, payload->>'issueId')` path. A later
stall has a new action id, so it wakes again.
  - Each wake writes activity `issue.blocker_stalled_wake`.
- The pass runs from the recovery-action sweep
(`reconcileActiveRecoveryActions`) and from the per-issue blocked sweep
(`reconcileResolvedDependencyWakeBackstop`, which visits each blocked
issue). No new worker.
- A waiter's agent that cannot read the stalled issue (`issue:read`,
which honors private visibility) is woken without its title, identifier
or recovery details; the activity entry withholds them too.
- **Database:** migration `0450` adds the partial unique index
`agent_wakeup_requests_issue_blocker_stalled_uq` on `(company_id,
idempotency_key)` for `issue_blocker_stalled:` keys in delivered or
pending statuses, so two concurrent sweeps cannot both deliver a stall.
It is built `CONCURRENTLY IF NOT EXISTS` outside a transaction (listed
in `MIGRATIONS_WITH_TOP_LEVEL_STATEMENTS`).
- **Queue:** `allowsDependencyBlockedWake` (in
`run-dispatch/domain/wake-context.ts`) lets a stall wake run while the
waiter's blockers are unresolved, at both dependency gates. Without it
the wake was parked until the stalled blocker resolved, which is never.
Pause holds are unchanged.
- **Agent guidance:** the wake payload carries `blockerStall`, and
`renderPaperclipWakePrompt` adds a "Stalled dependency" section. It
names the task and its recovery action and the board's next action, then
the three choices: re-delegate, escalate with a comment, or block with a
reason naming the stalled task.
- **Other reason lists:** `issue_blocker_stalled` joins the
responsible-user wake reasons, the conversation execution-wake reasons
(it never drives a chat turn) and the wake diagnostic's known reasons.
- **Board surface:**
- `GET /issues/:id` returns `stalledDependencies`, readable issues only
(`readableIssueEdgeIds`).
- `StalledDependencyNotice` shows on the issue's chat notices, next to
`IssueBlockedNotice`: each stalled child or blocker, its board next
action, a link, and the child's own Retry (`useTaskRetry`), offered only
when the child's interruption allows it.

## Verification

Red/green:
- `server/src/__tests__/issue-blocker-stall-wakeups.test.ts` (14 tests).
  - On master: no `issue_blocker_stalled` wake is raised.
- With this PR: the parent is woken once per stall, and re-woken after a
new stall. A blocker's dependent is woken.
- The t05 shape (an action resolved as `blocked`) wakes once, and
nothing more after a Retry.
- No wake for an agent-owned action, a done, unassigned or hidden
waiter, or an action resolved another way.
  - `listStalledDependencies` lists children and blockers.
- `heartbeat-dependency-scheduling.test.ts` "admits an
issue_blocker_stalled wake while a blocker is unresolved". On master the
wake was parked (`null`); once admitted, the run-start gate cancelled
it. With this PR it runs with `dependencyBlockedInteraction`. The file:
14 passed.
- `packages/adapter-utils` `server-utils.test.ts`: the new prompt test
failed on master (no `blockerStall`). The file: 141 passed.
- `ui/src/components/StalledDependencyNotice.test.tsx`: 3 passed.
`IssueChatThread.test.tsx`: 109 passed.

Regression and static checks:
- Nearby server suites (recovery durable wait, dependency wake routes,
recovery actions, run-preparation): 149 passed.
- `tsc --noEmit` passes for `packages/shared`, `server` and `ui/src`.
- `pnpm check:token-gates` is clean.

Review round 1 (Greptile, Superagent), each with a regression:
- A backlog waiter is never woken. The waiter's status and assignee are
guarded at enqueue.
- One stall per run: no coalescing, so a merged run cannot keep only the
last stall's context.
- Only a delivered or pending wake ends a stall. A refused one
(wake-on-demand off) is retried after 10 minutes, and an agent that
takes no wakes is skipped without writing a row.
- Company-wide passes resume after the last stall a capped pass reached.
The per-issue sweep also checks the issue's own children and blockers,
which covers an unassigned stalled blocker.
- The dependency gates no longer trust the reason string.
`verifyBlockerStallWake` requires a system request, the stalled issue's
current stall action, and a real child or blocker edge. An
agent-requested wake with the same context is parked (tested).
- The notice shows a refused Retry's reason, and a lost response as
"Taking longer than usual…", with Retry still available (tested).

Review round 2 (Greptile), each with a regression:
- Race: two passes claiming one stall leave one delivered row (unique
index; the loser's insert is skipped).
- The company recovery sweep selects companies whose only stall is a
resolved-`blocked` board action, so an unassigned stalled blocker with a
todo waiter is reached.
- Private stalled issue: the waiter's wake and activity carry no title,
identifier or recovery details.
- `GET /issues/:id` always returns `stalledDependencies`, so a cleared
stall replaces the cached list.
- The notice shows a failed child read with a Reload button (tested).
- `pnpm --filter @paperclipai/db check:migrations` passes.

Review round 3 (Greptile), each with a regression:
- A stall wake that fails to enqueue is retried: the recovery-action
pass reports `blockerStallWakeFailures` and the dependency pass counts
it in `enqueueFailed`, so the worker throws and retries at its backoff
(`issue-recovery-work-lifecycle.test.ts`).
- The notice drops a stall once the child's refreshed status has moved
on (`StalledDependencyNotice.test.tsx`, 7 tests).

## Risks

- A deploy wakes the waiters of every issue that is stalled today, once
each. That is intended (they are stranded now), and it's bounded at 200
stalls per pass.
- A stall wake may run while blockers are unresolved, like a comment
wake. It is bounded to one per stall, and pause holds still apply.
- The agent skill (`skills/paperclip`, CODEOWNER-owned) does not yet
list the new reason. The wake prompt carries the guidance.
- One additive index, built concurrently; no persisted run state change.
Existing rows cannot violate it before deploy, since no
`issue_blocker_stalled:` keys exist yet.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, file edits).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 18:26:07 -06:00
DottaandClaude Opus 5.5 4420a5adcf fix(issues): a Retry held by a blocked subtask names it instead of failing silently (#20109)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board's Retry is the one action a person takes when a task
stops; it must either start work or say why it can't yet
> - Restart chaos t05 left a parent task blocked on a blocked subtask.
The board clicked Retry twice; each was accepted and nothing happened
> - The Retry was saved and the queue deferred it behind the unresolved
blocker, which is correct. But the task still looked failed with Retry
offered, so the wait was invisible
> - This pull request presents a saved Retry that waits only on
unfinished blockers as waiting, names the blocked subtask and links it
> - The benefit is that the board sees what to act on (the subtask's own
Retry) instead of clicking a Retry that cannot run

## Linked Issues or Issue Description

Refs #19831 (durable ownership plan). Restart chaos wave
`w-20261108T200620-s9701`, task t05 (claude, M1, K4).

**Problem:** parent CHA-5 was blocked by subtask CHA-10, which was
itself blocked on a board recovery action. The board pressed Retry on
CHA-5 at 20:27:46 and 20:40:46. Each `POST /issues/:id/retry` returned
202, and the saved Retry stayed `deferred_issue_execution` behind
CHA-10, so no run started. The task's interruption presentation kept
saying `failed` with `canRetry: true` and gave no reason.

## What Changed

- `server/src/services/task-interruption-presentation.ts`:
- For tasks with a saved (deferred, user-requested) Retry, the loader
reads the queue's own dependency readiness (`listDependencyReadiness`).
That counts cancelled blockers and done blockers whose workspace has not
finalized, like the queue does.
- When the saved Retry for the latest run is held only by unfinished
blockers (no execution wait, no preparation), the task is presented as
`working` with `canRetry: false` and `retryWait: { reason:
"dependency_blocked", message }`.
  - The message has three forms:
    - a blocked blocker: "Retry or unblock it";
- a cancelled blocker: "Remove or replace that dependency to continue",
because the queue keeps it unresolved;
    - otherwise: waiting for the blockers to finish.
- The presentation carries no blocker names or ids. Issue reads return
it to restricted agents too.
- The Retry response (`POST /issues/:id/retry`) already returns this
presentation, so the API says the Retry is waiting on dependencies as
soon as it is saved. The blockers themselves are in the issue's
`blockedBy`, which issue reads already filter per viewer.
- `ui/src/components/ExecutionBlockerNotice.tsx` takes `blockers` (the
issue's `blockedBy`, from `IssueDetail`). For a `dependency_blocked`
wait it lists each readable unfinished blocker with a link and what it
needs: "Blocked: open it to Retry" or "Cancelled: remove or replace it".
Tokens only; `pnpm check:token-gates` is clean.
- No shared type change, and no code comments added.

## Verification

Red/green:
- `server/src/__tests__/task-interruption-query.test.ts` "explains a
saved Retry held by unfinished blockers instead of offering Retry again
(restart chaos t05)". It sets up a parent with a failed run, a saved
Retry deferred, and a blocked subtask that blocks it.
  - On master: `{ state: "failed", canRetry: true }`, no reason.
- With this PR: `working`, `canRetry: false`, `dependency_blocked`. The
presentation has no blocker title or identifier.
- A cancelled blocker gets the remove-or-replace message. Once the
blocker is done, the dependency wait is gone.
- `ui/src/components/ExecutionBlockerNotice.test.tsx`: the notice links
the blocked and the cancelled blockers with their actions, skips the
done one, and offers no second Retry.

Regression: `task-interruption-query` (25 tests) and
`ExecutionBlockerNotice` (16 tests) pass, as do the presentation unit
tests, workspace-recovery admission, gates and copyback tests, and
`heartbeat-dependency-scheduling`. `tsc --noEmit` is clean for `server`
and `ui`.

## Risks

- One more batched read (dependency readiness plus blocker statuses),
only for tasks in the page that have a saved Retry.
- Presentation only. Admission is unchanged: the queue still runs the
saved Retry when the blockers are done.
- A Retry saved before a blocker was added shows the same wait, which is
accurate, because the queue holds it too.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`), via Claude Code, with
tool use (shell, file editing).

## 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 (#20069)
- [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 (code
comments; no user docs affected)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending)
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 17:18:55 -06:00
DottaandClaude Opus 5.5 015d3d0a7c fix(environments): tear down retain-on-failure sandboxes when their environment is deleted (#20085)
## Thinking Path

- Remote sandboxes cost money while they exist, so every sandbox
Paperclip keeps must have an owner and an end.
- Two lease policies keep a sandbox after its run.
`reuse_by_environment` keeps a warm sandbox for the next turn.
`retain_on_failure` keeps a failed run's sandbox, stopped, as a
workspace-restore source.
- Environment deletion is the last chance to end both: with the
operator's consent it destroys the environment's kept sandboxes,
otherwise it refuses.
- It only looked at `reuse_by_environment`. A `retain_on_failure`
sandbox neither blocked the delete nor got destroyed, so it was orphaned
the moment its environment was deleted.

## Linked Issues or Issue Description

Refs #20048

**What happened?**
In Daytona warm wave w-20261108T170423-s9501, the harness deleted the
environment after grading. Three stopped sandboxes (4e20c8b3, abf0980b,
5e49c561) remained afterwards and had to be deleted by hand through the
Daytona API. All three belonged to `retain_on_failure` leases: failed
runs' sandboxes kept as workspace-restore sources.

**This leaks on master today, with per-turn sandboxes too.** The four
leases in that wave carried `workspaceRestoreRecovery` from
`legacy-workspace-restore-recovery.ts` (no `nativeSourceRetention`
marker). That writer turns any failed run's lease with a
workspace-restore failure into a `retain_on_failure` restore source,
whether the environment is warm or per-turn. Every such sandbox has been
surviving environment deletion and costing money until deleted by hand.

**Steps to reproduce**
1. A run in a sandbox environment fails, and its lease is released as a
`retain_on_failure` restore source (sandbox stopped, not destroyed).
2. Delete the environment with `destroyReusableSandboxLeases=true`.
3. The delete succeeds; the restore-source sandbox is never destroyed
and has no lease or environment left to find it by.

**Expected behavior**
The delete blast radius counts kept restore-source sandboxes like
reusable ones. Without consent, the delete is refused; with consent,
they are destroyed through the same claimed teardown before the
environment row is removed.

## What Changed

- `server/src/services/environments.ts`: `getDeleteBlastRadius` counts
leases with policy `reuse_by_environment` **or `retain_on_failure`**
(status `active`, `released`, `retained` or `failed`) as kept-sandbox
holders. The blocked reason is still `reusable_sandbox_lease`.
- `server/src/services/environment-runtime.ts`:
`destroyReusableSandboxLeasesForEnvironment` selects both policies. It
claims through `destroyClaimedSandboxLease` with `anyLeasePolicy` plus a
scope condition limited to those two policies, keeping its existing
guards: live-run skip, pending export, legacy shutdown protection, and
the claim compare-and-swap.
- `server/src/__tests__/environment-runtime.test.ts`: a released
`retain_on_failure` lease on a failed run now blocks the delete and is
destroyed by the consented teardown (`expired`, `environment_deleted`).
This fails on master.

## Verification

- `cd server && npx vitest run src/__tests__/environment-runtime.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/environment-routes.test.ts`: 347/347 pass.
- The new test fails on master: the blast radius reports no kept
sandbox.

## Risks

- **A delete now refused that used to succeed.** An environment holding
restore-source sandboxes is refused until the operator consents to
destroying them. That is the intended behaviour; it was silently leaking
them before.
- **Losing restore files.** The consented delete destroys restore
sources, which is what the operator agreed to by deleting the
environment. Leases with a pending export or legacy shutdown protection
are still skipped and keep blocking.

## Model Used

Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), 1M context window, tool
use and code execution, via Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-08 12:32:38 -06:00
DottaandClaude Opus 5.5 f439150cb3 fix(recovery): limit the null-host owner fallback to single-host servers and record each use (#19883)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #19868 and #19871 made restart recovery judge a recorded pid only in
the PID space that recorded it
> - Rows saved before those host columns existed have no recorded host.
They kept the previous local dead-pid proof, so in-flight native runs
would not be stranded at upgrade
> - On an ephemeral (multi-host) server that fallback is unsafe: the row
may have been written on another host
> - This pull request limits the fallback to single-host servers,
records every use, and gives ephemeral servers a working board action
> - The benefit is that single-host upgrades still recover on their own,
multi-host servers never accept a cross-host proof, and the next release
can remove the fallback with evidence

## Linked Issues or Issue Description

**Bug description**
After #19868 and #19871, a `native_run_finalizations` row with
`controller_host_hash = null`, or a run with `process_host_hash = null`,
still accepted "the pid is dead here" as proof on every server. That
includes an ephemeral server, where the row may come from another host.
Nothing recorded how often the fallback was used, so it had no safe
removal path.

**Expected behavior**
- Single-host server: the fallback applies for one release, and each use
writes a `legacy_host_unknown_dead_pid_proof` activity-log entry.
- Ephemeral server (`PAPERCLIP_EPHEMERAL_SERVER=true`): the row is
unprovable, and the board has an action to confirm the previous server
stopped.
- A mismatched host is always unprovable.

Refs #19868, #19871, #19846

## What Changed

- `native-restart-recovery.ts` `evaluateNativeControllerTakeover`:
- A coordinator row with `controllerHostHash: null` returns
`controller_host_unrecorded` when `ephemeralServerEnabled()` is true.
- Otherwise a pid proof from that row carries `legacyHostFallback:
true`.
- `operator_attested` is accepted as proof
(`operator_attested_controller_stopped`).
  - Receipt-built owners, which have no host key, are unchanged.
- New `recordLegacyHostFallbackProof` writes the activity-log entry. It
is not a run-log event: run events are progress evidence for restart
recovery's crash-loop credit, and the record must not change any
recovery decision. It is called from restart recovery, the
dead-controller result-lease release, native retirement, and remote
warm-session recovery.
- New `native-controller-host-recovery.ts`:
- `requestNativeControllerStopConfirmation` (board-owned
`native_controller_host_unverified` recovery action, idempotent, never
displaces another active action).
- `confirmNativeControllerStopped`. It verifies the exact recorded
controller and stamps `operator_attested` with compare-and-set. It then
resolves the action, wakes live-run recovery, and logs
`issue.native_controller_stop_confirmed`.
- Route `POST /issues/:id/recovery-actions/confirm-controller-stopped`.
It is board-only and requires `runtime:confirm_owner_stop`. Generic
`restored`/`false_positive` resolution of this cause is refused. A
shared `confirmNativeControllerStoppedSchema` validates the body.
- UI: `WorkspaceExportRecovery` reuses the "Confirm the previous server
stopped" control for this cause, and the generic recovery card hides it.
Adds the `issuesApi.confirmControllerStopped` client call.
- `recovery/service.ts` orphan reaper: a null `process_host_hash` is
judged only when not ephemeral. A successful use records the entry
best-effort, after the terminal write. On an ephemeral server the run is
left to its existing Stop control.
- `ephemeralServerEnabled` moves to a leaf `ephemeral-server-mode.ts`
(re-exported by `ephemeral-server-contract.ts`). Importing the contract
module from recovery code created an import cycle in the runner child
process.
- The new route is registered in OpenAPI.
- `doc/execution-semantics.md`: documents the host rule and the
one-release sunset.

## Verification

- `native-restart-recovery.test.ts`: null host on a single-host server
is released with the flag. Null host on an ephemeral server is
unprovable. A mismatched host is unprovable in both modes. An attested
controller is accepted. Receipt owners are unchanged.
- New `native-controller-host-recovery.test.ts` (embedded Postgres):
  - The fallback writes the activity-log entry and no run event.
  - Ephemeral mode creates exactly one board action.
  - A wrong run id is refused.
- Confirmation stamps the attestation, after which takeover is allowed.
The action resolves and the activity is logged. A second confirmation is
refused.
- `recovery-stale-issue-lock-sweep.test.ts`: on a single-host server a
null host is terminalized and records one event. On an ephemeral server
it is left alone with no event. The existing audit-failure case still
clears the lock.
- `WorkspaceExportRecovery.control.test.tsx`: the controller
confirmation posts to `confirmControllerStopped` and never to the
copyback endpoint.
- Locally: these suites plus `remote-warm-session-recovery`,
`native-controller-recovery.integration` and
`native-startup-cleanup-recovery` (136 passed), and after the CI fixes
`native-runner-restart-preparation` and `native-runner-restart-recovery`
integration, `openapi-routes` and the suites above (256 passed); the UI
recovery suites (52 passed); `node scripts/typecheck-layers.mjs` with no
errors in the touched files; `pnpm check:token-gates` clean.

## Risks

- Previous-release story: no schema change. Null-host rows saved by
earlier releases recover as before on single-host servers, now with an
event, and wait for the board on ephemeral servers. The next release
removes the fallback; the event count shows whether any rows remain.
- On an ephemeral server, a null-host orphaned run process is not reaped
automatically. The operator uses Stop. That is the intended "unprovable"
outcome.
- A board confirmation is an attestation. It applies only to the exact
recorded controller (boot id + pid) and only while the host is still
unrecorded.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, used with tool use and
code execution in Claude Code.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 13:25:47 -06:00
377bc87df1 feat(connectors): show and select personal AI account defaults (#19845)
Show a crown on each saved personal AI provider default. Add a provider-specific menu action to other eligible accounts. Share saved-state queries, block duplicate writes, and keep the saved crown until a write succeeds.

Keep account details available for accessible grants. Show session lookup errors with Retry. Resolve list permissions once per request and index account lookups. Add UI and API regression coverage and account documentation.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-07 10:26:08 -06:00
DottaandClaude Opus 5.5 824b25654c fix(ui): keep a Retry for retained-file holds whose source cannot be verified (#19840)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - When a native run finishes but its files cannot be saved, the task
stays blocked behind a retained-file recovery hold.
> - The server records that hold as blocked and retryable, and the task
notice tells the user to "Retry to try again".
> - The task page hides its own Retry for these holds and relies on the
retained-file recovery panel instead.
> - That panel only binds the recovery record when a read-only source
inspection returns `verified`.
> - Inspection can return `blocked` for normal reasons: a sandbox that
predates ownership receipts (state saved by an older release), or a
workspace that moved on after its files were recovered.
> - Then neither surface offers an action, and "Check file recovery
status" always answers "File recovery changed. Refresh the task", also
after a reload.
> - This pull request binds the record by its own identity, uses
inspection only to gate the physical file-recovery request, and keeps
the task Retry visible whenever the panel has no control of its own.

## Linked Issues or Issue Description

Refs #18848 (the change that added the retained-file recovery panel and
hid the generic Retry for these holds).

**What happened?**

A blocked task with an active
`native_workspace_sync_out_retry_exhausted` hold showed "The saved files
need recovery before work can continue", "The recorded source is
unavailable or has changed", and "Saving the agent's files failed after
automatic retries. Retry to try again". It showed no Retry and no
recover button. "Check file recovery status" always answered "File
recovery changed. Refresh the task to inspect the current recovery", and
a reload did not change it. The hold was saved by an earlier release:
`systemRecovery` exhausted with `allocation_ownership_ambiguous` /
`service_required`, and `workspaceRecovery` blocked with `retryable:
true`. The source inspection endpoint returned `status: "blocked"` for
it. A second task whose files were already recovered showed the same
"need recovery" and "has changed" text, because its inspection reported
a reference mismatch after recovery.

**Expected behavior**

A retryable hold always shows a working Retry or recover control. A
notice that says "Retry" has a Retry button. Status checks never loop on
"changed, refresh". Recovered files show as recovered. When the source
cannot be verified, the page names the reason and who must inspect it.

**Steps to reproduce**

1. Use an active retained-export hold whose `workspaceRecovery` is
blocked and retryable, and whose `systemRecovery` is exhausted.
2. Make the source inspection (`GET
/api/issues/:id/recovery-actions?inspectSourceRunId=…&inspectSourceActionId=…`)
return `status: "blocked"`.
3. Open the task as a board operator.
4. Before this change, the page shows no Retry and no recover button.
"Check file recovery status" reports "File recovery changed. Refresh the
task".

**Paperclip version or commit**

Observed on build `8812c19`. The regressions fail on master `0f5ce5050e`
before the production edits.

## What Changed

- `WorkspaceExportRecovery`: bind the recovery record by action, run and
schema identity, not by inspection status. Inspection status now gates
only the physical "Recover saved files" request (and the request
re-checks it before POST).
- `WorkspaceExportRecovery`: report through `onRecoveryControlChange`
whether the panel offers its own control. It reports `true` only while
the source is loading or verified and the files are not yet recovered,
or while it shows the previous-server stop confirmation.
- `IssueDetail`: hide the task Retry for retained-export holds only
while the panel reports that it owns the control. Otherwise the existing
task Retry (`POST /issues/:id/retry`) shows. The server renews a bounded
recovery generation and re-verifies the source.
- Show recovered files as recovered even when inspection no longer
matches after recovery.
- Name an unverifiable source in plain words (with the code for other
reasons). State that Paperclip does not apply files it can't verify.
- Recovery text never asks a person to inspect a sandbox or environment,
and never names an owner or administrator as the one who must act. This
covers the retained-file panel, the run source inspector, the copyback
wait, and the native cleanup quarantine message. The execution blocker
and the recovery action read model describe a spent recovery budget from
its current state, so text saved by older releases ("If Retry keeps
failing, inspect the run and its environment") is not shown.
- Task Retry uses the existing `createUuid()` helper, so it works on
plain-HTTP previews without `crypto.randomUUID`. An accepted Retry also
refreshes the inspected file-recovery state. After a failed accepted
request, the unverified-source reason stays visible; it hides only while
recovery runs.
- When the recovery record was replaced, "Check file recovery status"
reloads the task detail instead of telling the user to refresh.
- Tests: component regressions for an old-release hold, a recovered hold
with a mismatched source, verified ownership, and a replaced record. A
page regression proves Retry is shown and calls `retryTask` for
unverified and stale sources. A server safety test proves that Retry for
the old-release hold shape is accepted, opens one new bounded
generation, queues file recovery again, keeps the hold active, and is
idempotent.

## Verification

- RED (master `0f5ce5050e` production files, new tests): 5 component
tests fail. The failure output shows the exact staging text: "Check file
recovery status", "File recovery changed. Refresh the task to inspect
the current recovery.", "The recorded source is unavailable or has
changed." 2 page tests (unverified and stale) fail with `expected [
'Check file recovery status', … ] to include 'Retry'`.
- GREEN: `cd ui && npx vitest run
src/components/WorkspaceExportRecovery.control.test.tsx
src/components/WorkspaceExportRecovery.test.tsx
src/components/RunWorkspaceRecoverySurface.test.tsx
src/components/ExecutionBlockerNotice.test.tsx
src/pages/IssueDetail.test.tsx` passes 320 tests.
- Server: `cd server && npx vitest run src/services/task-retry.test.ts`
passes 81 tests, including the new old-release safety case. This is
safety evidence, not a red: the server path was already correct, and the
defect was in the UI.
- Full UI suite: 11564 pass. 4 tests in `IssuesList.test.tsx` and
`CompanyEnvironments.test.tsx` failed under full-suite load and pass in
isolation (106/106). They are unrelated to this change.
- `pnpm check:token-gates` is clean. `node scripts/run-tsc.mjs -p
ui/tsconfig.json --noEmit` reports no errors in the touched files. The
remaining errors are local artifacts that were not built (plugin SDK UI
entry, generated Storybook catalog).
- Staging was read only (GET requests). The inspect request did not loop
in a fresh tab: two calls in 30 seconds. Most of the tab's request
volume is periodic company issue-list refetches, which this change does
not touch.

## Risks

- Low risk. This is a UI-only behavior change. Server authorization,
source verification, stop receipts, and the bounded recovery policy are
unchanged and remain authoritative.
- The task Retry is now visible for retained-export holds whose source
does not verify. Retry renews one recovery generation. The worker
re-runs the same source-identity checks, so Retry cannot bypass an
ownership refusal. If the refusal is permanent (for example an ambiguous
sandbox allocation), the hold returns to exhausted and the page names
the reason. An automatic fallback for such sources is follow-up work.
- Wording: a parametrized UI test renders every recovery state and
asserts that no administrator, owner, or "inspect the environment" copy
appears. A server test proves that a stored old-release message is
replaced by state-derived text. Both failed before the change.
- Previous-release story: the old-release hold shape (board-owned,
`systemRecovery` revision 5 exhausted with `service_required`,
`workspaceRecovery` blocked and retryable) is covered by component,
page, and server tests. No persisted state shape changes.

> 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

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (repository search, file edits, shell, test
execution, and a read-only browser).

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-07 10:24:03 -06:00
DottaandClaude Opus 5.5 464e6e16e0 fix(native): resume copyback after a restart kills its same-host owner; one board action otherwise (#19717)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Native runs save the agent's workspace files after the provider turn
finishes (copyback)
> - One controller owns copyback at a time. The run records that owner
in `runnerProfileJson.nativeWorkspaceFinalizationOwner` (host, PID,
token)
> - A control-plane restart can kill the controller during copyback. The
dead controller can never confirm its own stop
> - Recovery then waited for a board confirmation. No surface offered
that confirmation, so the run stayed `running` and the task stayed
`in_progress` with no visible action
> - This pull request lets the next controller on the same host prove
the stop by itself. It also gives the board one clear action when that
proof is not possible
> - The benefit is that a restart during copyback resumes by itself, and
a task never waits silently for a person

## Linked Issues or Issue Description

**What happened?**
In a Daytona restart-chaos wave, a kill during workspace copyback left
the run `running` and its task `in_progress`. Recovery reported
`native_workspace_finalization_owner_unverified`. The run was still
`running` when the wave timed out.

**Steps to reproduce**
1. Start a native remote (sandbox) run.
2. Kill the control-plane process (SIGKILL) after the provider result is
accepted, during copyback.
3. Restart the control plane on the same host.

**Expected behavior**
If the previous controller and its copyback children are proven stopped
on this host, recovery resumes copyback without a new agent turn.
Otherwise, the task shows one board action to confirm that the previous
server stopped.

**Actual behavior**
The recorded owner was cleared only by
`resumeNativeWorkspaceAfterOwnerStop`. Same-host recovery also required
a completed-copyback barrier, which an interrupted copyback never has.
The task presentation showed `working`, and the UI had no control for
the confirmation.

Refs #19578 (boot-ID fencing for unstarted runs; same proof style).

## What Changed

- Root cause:
`server/src/services/native-runtime/native-workspace-finalization-ownership.ts`
sent a dead same-host owner to `requireStopVerification` when no
`workspace_finalize` operation had succeeded. That case is exactly a
restart during copyback.
- New `native-workspace-owner-stop-proof.ts`. The owner receipt now
records the controller's process group (`processGroupId`). Copyback
children (tar, Git) are not detached, so they keep that group. A
successor on the same host releases the receipt only when the receipt
names another controller boot, the PID is dead or recycled (process
start time), and the group is empty or has no member outside the
successor's own process tree that started after the old controller. Age
alone never proves a stop.
- A still-live group member returns `local_stop_pending`. The
finalization worker rechecks it on its existing ownership recheck
interval. The board action stays visible meanwhile.
- A successful local proof writes `issue.workspace_owner_stop_verified`
with the proof and marks the recovery `resuming`, like the existing
platform proof.
- A receipt from another host, a receipt without a process group, or a
host without `ps` keeps the fence. The task interruption is now
`waiting_for_user` with `userAction: "confirm_owner_stop"` (new shared
enum value), not `working`.
- UI: the task chat shows one **Confirm the previous server stopped**
action. It asks for stop evidence and calls the existing
`resume-workspace-finalization` API. It is shown only to roles that hold
`runtime:confirm_owner_stop` (company owner or administrator, local
board, instance administrator). The inbox names the same action.
- The copyback advisory lock, the coordinator finalization lease, and
remote save fencing are unchanged.
- Docs: `doc/native-workspace-finalization-recovery.md`.

## Verification

- Red then green on embedded Postgres
(`server/src/services/native-runtime/native-workspace-finalizer.test.ts`):
- same-host controller killed with SIGKILL, its process group empty:
before `owner_unverified`, after `acquired` with the proof logged and no
agent wake
- a non-detached orphan child of the dead controller still runs:
`local_stop_pending`, no copyback; after the child exits, `acquired`
  - a receipt without a process group: still `owner_unverified`
- a foreign-host owner: the task presentation was `working` (red), now
`waiting_for_user` / `confirm_owner_stop`; after the board confirmation
it is `working` again
- The existing orphan test (a detached child) and all other finalizer
tests pass: `npx vitest run
src/services/native-runtime/native-workspace-finalizer.test.ts
src/__tests__/native-workspace-finalization-work.test.ts
src/services/task-interruption-presentation.test.ts` (135 passed).
- UI: `npx vitest run src/components/WorkspaceExportRecovery` (34
passed), including the action call body and the non-administrator case.
- `pnpm check:token-gates` clean. Server and UI typecheck clean for the
changed files.
- Live Daytona restart-chaos wave: results are added in a comment below.

## Risks

- A process-table check that reports a member wrongly as live only keeps
the existing fence. The board action is still available.
- A subreaper that adopts orphans does not change their process group,
so the proof does not depend on the parent PID.
- A child that a future change spawns with `detached: true` would leave
the group. Copyback paths do not do that today. The existing
detached-orphan test still fails closed, because a receipt without a
process group is not released.
- Old receipts have no process group. They keep the board action.

## Model Used

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

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 23:31:07 -06:00
scotttong f5fb8ada3b Restore chat contacts, agent pins, and scrollable recent navigation (#19685) 2026-11-06 19:17:25 -08:00
DottaandPaperclip fdda02a26e fix(ui): remove stale plan approvals from the composer (#19528)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - A task can ask a person to approve a saved plan.
> - The server refuses approval after a newer plan replaces that plan.
> - The document and request queries can finish at different times.
> - The composer can then keep controls for a plan that is already out
of date.
> - This change removes those controls when a newer saved revision is
known and refreshes the request state.
> - People can review the current plan without an obsolete approval
above the composer.

## Linked Issues or Issue Description

**What happened?**

An old plan approval can stay above the task composer after the plan
changes. Selecting Approve returns a superseded error. The failed action
does not refresh the request list.

**Expected behavior**

Remove the old approval and its pending count as soon as the UI knows
that the plan has changed. Keep a newer approval visible if its document
query still has an older revision. Preserve accepted decisions and
unrelated requests.

**Steps to reproduce**

1. Create a confirmation for a saved plan revision.
2. Save a newer plan revision while the old request remains in the
browser cache.
3. Read the composer before the request query finishes.
4. Try an old approval after the server has expired it.

**Paperclip version or commit**

Source checkout based on `5d25117ffa`.

**Deployment mode**

Source checkout. The regressions use the production React components and
query cache in jsdom.

Related work: Refs #14907 (replaced request receipts) and Refs #15025
(server replacement for requests from board users). This change fixes
the interval between document and request reads, plus the refresh after
a failed resolution. It does not change those server or history rules.

## What Changed

- Remove pending approvals for older saved plan revisions from the task
display and composer.
- Compare revision numbers, or document and request times for targets
that have only a revision ID. Keep newer requests when the document
cache is behind.
- Refresh request queries after document activity and settled approval
errors.
- Use the same plan freshness check for recovery retry. An old hidden
approval no longer blocks Retry agent.
- Test the recovery controls and the guards for missing plans, accepted
decisions, questions, other tasks, other companies, and older document
reads.
- Add regressions for both workspace presentations, task and
conversation modes, revision formats, unrelated requests, and accepted
history.
- Document the display behavior in the development guide.

## Verification

- TDD: five assertions failed before the main fix. Old controls stayed
in the composer, document activity did not refresh requests, and
superseded accept or reject responses did not read the new state.
- The previous session recorded 815 passing focused UI tests after the
recovery retry fix at `d95cf3235ed83dc1f6c7f51372dff408814eb15c`. UI
typecheck, the production UI build, and token gates also passed.
- The main fix at `5147fd29a03413596d5b2445ae3b480352cbff1a` passed all
CI gates. This includes typecheck, build, general tests, and eight E2E
shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/42266101662).
- The prior affected local run passed 7,656 UI tests, with one skipped,
and 38 shared tests. Its CLI phase had two file-mode failures under the
agent's `0077` umask and a child-server timeout during first-use builds.
All three CLI files passed after a new check with `umask 022` and warm
build dependencies: 25 tests passed. No CLI source changed. The initial
full command did not pass or store a reusable pass.
- On this continuation, the local test command could not start because
the restored workspace has no installed Vitest dependency. No test
verdict came from this attempt.
- Final
[CI](https://github.com/paperclipai/paperclip/actions/runs/42302544154)
passes all applicable required gates for
`d95cf3235ed83dc1f6c7f51372dff408814eb15c`, including typecheck, build,
general tests, and eight E2E shards. Greptile and Paperclip reviews both
report 5/5 at that exact revision, with no unresolved findings. The
separate advisory review workflow remains queued.
- No live browser acceptance or deployment is claimed.

## Risks

- The UI must distinguish an older approval from an older document
cache. Tests cover both query orders and preserve newer approvals.
- This is a display and cache refresh change. Stored decisions, server
authorization, approval gates, and database schemas are unchanged.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact deployment model ID and context window size are not
exposed 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 available version and
capability details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the bug template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My remote branch name describes the change and contains no
internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass for the final revision
(scope and initial environment failures are stated 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>
2026-11-06 16:25:51 -06:00
DottaandPaperclip c66b4a55ef fix(ui): explain monitor waits during active runs (#19519)
## Thinking Path

> - Paperclip manages work performed by AI agents.
> - Task monitors schedule later checks through execution admission.
> - A native run must save its work before a monitor starts another run.
> - The monitor banner can show an overdue warning during this valid
wait.
> - It also promises the next tick and offers a check that cannot start.
> - This change explains the active run hold on both monitor surfaces.
> - Users can see why the check waits without changing execution guards.

## Linked Issues or Issue Description

Refs #16975 and #17863. The branch also preserves the quiet
workspace-wait behavior from #19507. These changes added the native
settlement guard and monitor deadline worker. A search found no open PR
for this display case.

**What happened?**

A monitor became due while its native run was still saving work. The
banner showed an overdue warning and “Fires on next tick.” The check
later ran. The warning did not explain the execution hold.

**Expected behavior**

Show the active run wait. Keep the saved check time. Restore the normal
display when the run clears.

**Steps to reproduce**

1. Keep a task run active and set a monitor on that task.
2. Let the saved check time pass.
3. Inspect the monitor banner and composer strip.

**Paperclip version or commit**

Reproduced in mounted production components at a434edf991. The branch
also includes current master.

**Deployment mode**

Source checkout on Linux. PostgreSQL tests use an isolated embedded
database. No staging deployment is part of this PR.

## What Changed

- Pass the existing task live-run state to both monitor surfaces.
- Explain the current run wait. Keep its tone neutral and its saved
check time visible.
- Hide Check now during the hold. Restore it when the run clears.
- Keep pending GitHub PR links visible during the hold. Restore Check
status after the run clears.
- Preserve blocked-task, retry, and idle-overdue display behavior.
- Add rendered regressions and PostgreSQL finalization-release tests.
- Document the distinction between a deadline and admission.

The monitor display owns this change. The page already reads task run
state, so this adds no API request. The scheduler and its guards are
unchanged. The PostgreSQL tests confirm existing behavior. They are not
evidence of a repaired scheduler fault.

## Verification

- Before the repair, all three new rendered cases failed: future,
due-now, and two-minute-overdue monitors during an active run.
- After the repair, 50 UI tests pass across IssueMonitorBanner and
issue-monitor. The same tests check return to normal display when the
run clears.
- Deadline, scheduled-work, and delivery-coordinator tests pass: 50
tests. The combined five-file run before the final safety assertion
passed 99 tests.
- PostgreSQL regressions cover release of committed and terminal_failure
holds, rollback, one admitted wake, and quiet workers after settlement.
- UI typecheck, token gates, and git diff --check pass.
- A frozen install and plugin SDK dependency build were required for
server test collection. The first collection attempt could not resolve
the unbuilt SDK. That attempt had no test verdict.
- At initial head ee030bdf22, the focused
three-file run passes 52 tests: 50 UI tests plus both PostgreSQL
finalization-release cases. UI typecheck and token gates pass again
after the master merge.
- The complete PostgreSQL scheduling suite passes all 56 tests before
the master merge. The earlier 54-test baseline also passes.
- A real local task page passes in Chromium with fresh embedded
PostgreSQL and a process run. Both monitor surfaces explain the hold.
Check now stays hidden. Advancing the client clock past the deadline
keeps the neutral wait. Reload preserves it. No page errors occur.
- The first browser probe used an already-due monitor on a legacy
process fixture. That path consumed the schedule before the page loaded,
so the expected banner was absent. The corrected probe saves a future
monitor and advances only the client clock. It verifies the display; it
does not claim native scheduling acceptance.
- [CI run
42260573923](https://github.com/paperclipai/paperclip/actions/runs/42260573923)
passed for ee030bdf22. A later review found hidden PR links during an
active run; c3604bf4b4 repairs that case. That revision later needed a
master conflict repair before build/test CI could start. Final head is
7fe2417e4005378a8c2aee9451ae14f6f49c54ff; its required checks have
completed successfully.

The incident data establishes an active-run hold at the first due time.
It does not fully explain the later interval between terminal status and
monitor admission. This PR fixes the confirmed display defect. It does
not claim to repair an unproven lost wake.

- The review regression failed first in two cases with no PR links:
future and overdue GitHub monitors during an active run. After the
repair, 52 UI tests pass. They cover links on both surfaces, held check
actions, return to Check status, and removal of merged PR links. UI
typecheck and token gates also pass.

- Current master was merged at 7fe2417e40. Both the PR-link tests and
master’s quiet workspace-wait tests are retained. All 65 tests across
IssueMonitorBanner, issue-monitor, and IssueScheduledRetryCard pass. UI
typecheck, token gates, and diff checks pass. [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/42267525907)
completed successfully: 55 successful checks, three skipped, and one
neutral. Build, Typecheck + Release Registry, and ci / verify passed.
Greptile reviewed this exact head at 5/5 with no actionable findings.
The prior reviewer thread is resolved; no review threads remain open.
The real Chromium acceptance above was performed at ee030bdf22; the
final link handling and merged workspace-wait cases are covered by the
mounted component tests and fresh CI.

## Risks

- The wait display depends on the page’s existing live-run query. A
stale query can briefly keep the wait visible.
- A monitor with no active run still shows an overdue warning. A blocked
task keeps its existing pause controls.
- No schema, scheduling, ownership, or authorization change.

## Model Used

OpenAI Codex, GPT-6 family, with repository inspection, code editing,
shell tools, and test execution. The exact serving snapshot 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>
2026-11-06 16:16:58 -06:00
TonioandPaperclip c650f36007 fix(ui): refine agent profiles, identity editing, and list actions (#19535)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent pages expose identity files, reporting relationships, and
runtime settings.
> - Several controls had inconsistent spacing, weak navigation, or
misleading save feedback.
> - Empty task-row detail slots also reduced the title width before
truncation.
> - This pull request fixes those behaviors and aligns the reviewed UI
details.
> - The result is clearer agent editing and more readable task and agent
lists.

## Linked Issues or Issue Description

**What happened?**
Agent headers and file controls had inconsistent layout. The Identity
footer appeared without edits and did not provide clear save
confirmation. File names could wrap or omit the Markdown suffix. Task
titles truncated while empty detail slots occupied the row.

**Expected behavior**
Keep headers and actions aligned. Reveal the Identity footer only for
changes or save feedback. Use valid Markdown file names and actual file
dates. Let titles use available space.

**Steps to reproduce**
1. Open an agent overview, then its Identity tab.
2. Edit, undo, save, copy, and add an instruction file.
3. Resize the file panel and inspect file names and date labels.
4. Hover an agent row and inspect the Chat action and tooltip.
5. Open a task list with no recovery or external details and inspect
title width.

Related: #18716 is the prior UI bundle. #16934 and #14483 concern role
editing; this change does not add a role picker.

## What Changed

- Refine the character header, inline title and name editing, crown
position, runtime shortcut, and Chat/New task actions.
- Align profile metadata and manager selection; hide empty direct
reports.
- Refine Identity panels, Markdown filename validation, file-row hover,
truncation, Paper Mono typography, and copy feedback.
- Add a viewport-bound save footer with dirty, saving, and saved states.
Keep undo/discard separate from successful saves.
- Return recorded creation or modification dates for instruction files.
Reuse the active file transaction for metadata reads to avoid exhausting
the small connection pool.
- Reveal the agent-row Chat icon and label on hover, with a standard
delayed tooltip.
- Collapse empty task-row details so titles can use the available width.

## Verification

- Browser checks covered the local overview and Identity flows, narrow
file panels, successful file creation/update, undo/discard, header
navigation, row hover, tooltip delayed-open state, and full task titles.
- Focused instruction, save-footer, date, font-asset, and task-row tests
passed during development. After review, 55 file/instruction tests
passed, including cold restoration with recorded and unknown dates;
server typecheck and 18 immediate-save response tests also passed.
- Full `pnpm -r typecheck` and `pnpm build` passed after rebase onto
current master. The complete `pnpm test:run` attempt hit a 15-second
timeout in the existing chat Retry HTTP integration test; that case
passed in isolation (1 test passed). A second full attempt hit timeouts
in two other chat integration cases (GitHub webhook draining and
delivery retry budget); both passed in isolation without increasing
timeouts. All 55 remote checks passed on f31405a730, including the full
test matrix, build, typecheck, and final verification gate.
- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `git diff
--check` passed on the submitted revision.

## Risks

- File dates are optional. Managed files require recorded dates because
restored projections have synthetic filesystem timestamps. External
files can use modification time; unknown dates are omitted.
- Save-footer timing depends on animation completion; reduced-motion and
failed-save paths have tests.
- Global Paper Mono typography can change text widths. Browser checks
covered the edited surfaces.
- No schema migration or new execution permissions are introduced.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes:` / `Closes:`
/ `Refs:` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the relevant tests locally and they pass; full-run
timeout limitations and successful isolated reruns 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>
2026-11-06 11:14:56 -08:00
Devin FoleyandPaperclip fd4b197f83 fix(ui): hide runner selection during agent setup (#19517)
## Thinking Path

> - Paperclip lets people manage AI agents for work.
> - Agent setup connects a harness, model, account, and computer.
> - The system already selects a qualified runner for a new agent.
> - Setup still asks users to select that internal runner.
> - The runner dropdown can be the only field in Advanced.
> - This PR removes the dropdown and hides an empty Advanced section.
> - Users keep their saved execution settings and see fewer setup controls.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent creation, onboarding, built-in agent setup, company import, and agent configuration.

**Subsystem affected**

The UI, setup error messages, tests, and Storybook fixtures.

**Current behavior**

Users can select a runner from a dropdown. Some setup screens place only that dropdown in Advanced. Errors can direct users to that control.

**Proposed behavior**

Remove runner dropdowns from setup and configuration. Use the existing automatic selection for new agents. Retain saved runner settings. Show Advanced only when other fields remain.

**Reason and benefit**

Users can configure agents without an extra internal execution choice. Setup also avoids an empty Advanced section.

**Breaking changes**

Users can no longer select a runner through these UI dropdowns. The API and CLI retain their runner options. Existing agents keep their saved execution settings.

**Additional context**

Related: [Default new agents to the qualified runner for their harness](https://github.com/paperclipai/paperclip/pull/15422). This PR changes the existing setup UI. It adds no harness or runtime default. The master merge retains the custom gateway placement from [#19510](https://github.com/paperclipai/paperclip/pull/19510).

## What Changed

- Remove the shared runner dropdown and its setup/configuration callers.
- Hide Advanced when it has no remaining fields. Keep command and argument settings where supported. Preserve custom gateway setup under Advanced on the Claude and OpenAI API key paths.
- Keep setup failures visible and keep the retry action outside the removed control.
- Update errors and documentation that referred to the removed dropdown.
- Update component tests and Storybook fixtures for the new UI states.
- Make Legacy first-task evals resume an API-configured setup record. Record that path separately from fresh automatic onboarding.

## Verification

- Latest master integration (`187c0f6d6e5`): 276 onboarding/provider-connection tests passed across six files. UI typecheck and build passed. Token gates, query-error rendering checks, and the Storybook catalog check passed. The conflict resolution retains master's bounded connection tests and cancellation while removing the obsolete runner instruction. The first test command used the wrong working directory and failed before collecting tests; the corrected invocation from `ui/` passed.
- Earlier branch verification passed: full workspace build and typecheck, 1,037 focused UI/service tests, 49 heartbeat provider contract tests, eval typecheck, and 30 map/catalog tests.
- The full local `pnpm test:run` run passed all six chat integration shards (1,931 tests). It was stopped for the master merge before the complete suite finished. The [complete CI run](https://github.com/paperclipai/paperclip/actions/runs/42264662642) passed on the previous head `72e1699`.
- Current head `a097c8369d079c839e78661a2206cfa62c5210e0`: [full CI](https://github.com/paperclipai/paperclip/actions/runs/42273168268) passed. PR checks total 55 passed and 3 skipped, with none failed or pending. Greptile reviewed this head at 5/5 with no actionable findings or unresolved review threads.
- Live browser/provider evals have not run. The Legacy eval change has no live qualification claim.

## Risks

- Removing the dropdown changes the setup UI. Existing API and CLI runner choices remain available.
- Conditional Advanced sections must retain valid command and argument fields.
- Legacy first-task evals now prove setup resumption. They do not prove the fresh-agent automatic default.
- No schema change or data migration is included.

## Model Used

OpenAI `gpt-6.1-sol`, through Codex in T3 Code. Reasoning effort: `xhigh`. The model used file editing, shell commands, and test tools. The harness does not expose the context window size.

## Checklist

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 10:58:42 -08:00
Devin FoleyandPaperclip e3d8f42e19 fix(ui): recover stalled onboarding connection checks (#19505)
Bound the complete onboarding connection check to two minutes, abort its
requests on timeout, and ignore late results. Keep the saved account
available for retry and resume its matching unfinished setup after refresh.

Verified 242 focused tests, workspace typecheck and build, and the complete
hosted CI check set. Greptile is 5/5 with no unresolved review comments.
Local full-UI timing failure and interrupted CI runner attempts remain
documented in the PR evidence.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-06 10:31:18 -08:00
DottaandPaperclip 952ecdbb39 feat(ui): show assignee avatars in task lists (#18607)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People use task lists to see who owns each task.
> - The shared task table shows an assignee name without a picture.
> - A picture helps people find an agent or person when they scan the
list.
> - This pull request shows the existing avatar beside the assignee
name.
> - The table uses the same image and fallback components as other
identity views.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Assignee column in the shared task table.

**Subsystem affected**

`ui/` — the task table and its page data.

**Current behavior**

The column shows only an assignee name. People must read each name to
find an owner.

**Proposed behavior**

Show the agent avatar or human profile image beside the name when the
Assignee column is visible. Use the existing fallback if an image is
missing. Show no avatar for an unassigned task.

**Reason and benefit**

People can use the same identity pictures throughout the app. This helps
them scan task ownership.

**Breaking changes**

None. The API, task assignment, name sorting, and filters keep their
existing contracts.

**Additional context**

Related work: #2422 adds agent avatar URL support. It does not add
avatars to this table. #13319 aligns icons in task properties. This
change uses the existing identity components.

## What Changed

- Pass agent appearance and human profile images from existing company
data to the task table.
- Keep the avatar visible beside a long name as the name scrolls on
hover or focus.
- Respect the Assignee column setting and keep unassigned rows without
avatars.
- Load human photos only from Paperclip asset URLs. Show initials for
external profile URLs without an image request.
- Add tests with the real task row for agent and human images, image
fallbacks, unassigned tasks, and the Columns control.
- Use the shared human label when a directory entry is missing. The
local operator shows Board. Other missing users show the short user ID.
- Update Storybook data, design guidance, and the task-list verification
steps.

## Verification

- Current head: `c49fee5c9b`. The source-tested merge is
`586873fe47921b250ab0de18371d25632f46cff0`, which integrates master
`53645a0104`. The last commit removes only the inherited avatar
paragraph from the feature map under the current map-scope rule. Map
checks pass again. No history rewrite or duplicate feature PR.
- Reproduced the old voice-report CI failure before integration. The
unchanged test on `7f1d137a` passed on an unloaded local machine. With a
controlled 3,250 ms delay in its first local provider fixture and a
15-second wait, the old polling failed: expected 105 report requests,
received 315. This confirms the fake clock crossed refresh deadlines
during database work.
- Master already fixes this exact failure through #18628 (`d26628e35a`).
The fixed polling passes with the identical delay and wait budget. The
exact session IDs, 105 requests, one attempt per report, bounded
reconstruction, restart, and quiet assertions remain. The temporary
delay is removed.
- Final committed code: all 15 voice-report tests and 46
scheduler/coordinator tests pass against disposable embedded PostgreSQL
on macOS arm64. No external provider call is used.
- All 154 tests pass across eight focused UI suites: TaskList,
TaskList.assignees, CoordinatorTasks, IssueRow, AgentAvatar,
useTaskListCollection, useTaskListColumnPreferences, and TaskChatBubble.
- Three merge conflicts retained both current behavior and the avatar
feature: current sorting and column preferences, unread state, assignee
photos, and shared human labels. The focused tests cover those
contracts.
- UI TypeScript, UI build, token gates, map structure, Storybook catalog
generation, and whitespace checks pass. Storybook output is generated
and ignored.
- The original server shard failure remains recorded: [voice-report CI
failure](https://github.com/paperclipai/paperclip/actions/runs/41472540522/job/125369899753),
expected zero idle holds but received two. Older attempts also had
attention-retention and sandbox-runtime timeouts; their causes were not
established in those attempts. Fresh CI must qualify the merged head.
- Previous review findings were fixed with red/green coverage: missing
avatar tests, shared human labels, and arbitrary human image URLs.
Current code still limits human photos to Paperclip asset URLs; external
URLs use initials and start no image preload.
- Prior browser checks covered agent and human images, fallbacks,
unassigned rows, hidden columns, and long-name keyboard focus. Those
checks used production components with fixture data and do not prove
live backend behavior. No new browser or hosted task action was
performed for this CI repair.
- Current head `c49fee5c9b`: Greptile and Paperclip review both give 5/5
with no findings. The initial CI attempt passed the original server
shard and all other completed test suites. The workspaces-a 2/2 job was
interrupted by a runner shutdown signal ([job
log](https://github.com/paperclipai/paperclip/actions/runs/42250845315/job/128006963628));
it has no complete test result. A single bounded retry of that shard and
its dependent verification has been requested after the initial workflow
ended. No source change is based on that interruption.

- Final-head qualification: `c49fee5c9b75b695d2894933bbcbe0896aab9148`
passes all 55 applicable CI checks (three skipped, one neutral review).
[CI
result](https://github.com/paperclipai/paperclip/actions/runs/42250845315).
Greptile gives 5/5 with no open findings. Hosted task recovery remains
pending verified rollout.

## Risks

- Low risk. The change adds identity pictures through existing UI
components and existing company data.
- Human profile images hosted outside Paperclip show initials in this
table. This matches the existing task-message avatar rule.
- A long name has less width beside its avatar. The existing hover and
focus reveal keeps the name readable.
- Current master changes table sorting and preferences. Merge resolution
retains these contracts and their tests. Fresh CI and review must pass
before merge.

## Model Used

OpenAI GPT-6 through Codex assisted with code and verification. The
runtime did not expose an exact model ID or context-window size. The
agent used code execution and repository tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
current head `c49fee5c9b`; the map-scope finding is fixed and its thread
is resolved
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-06 11:01:02 -06:00
Nicky LeachandClaude Opus 5.5 832ede93ed fix(apps): stop the Connectors page from pegging the CPU on managed instances (#19380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Connectors page (`/apps`) merges native connectors with about
1,600 apps from the Composio and Arcade catalogs
> - #19328 made some native connectors yield to aggregator sign-in on
managed instances. To decide, it checks whether any aggregator serves
each native row
> - That check scans the whole catalog. It runs once per native row for
every catalog app, so one pass makes about 1,600 × 110 × 1,600 name
comparisons
> - The pass also re-runs on every render, because a memo dependency is
a `Map` rebuilt in the component body. Aggregator polling keeps renders
coming
> - On a managed instance, the page pegs a CPU core and does not become
usable. Self-hosted instances skip the branch, and the tests used one or
two catalog entries, so nothing caught it
> - This pull request makes the check a set lookup, keeps the memo
inputs stable, and adds a test at shipped catalog scale plus a general
review rule for rendering large collections
> - The benefit is that `/apps` loads normally on managed instances
again, and similar regressions fail a test or get flagged in review

## Linked Issues or Issue Description

Refs #19328
Refs #19247

**What happened?**
On a managed instance, opening `/apps` pegs the CPU at 100%, and the
page is very slow or unresponsive.

**Steps to reproduce**
1. Open a managed instance (`useCloudInstance()?.managed === true`).
2. Go to `/apps`.
3. The tab holds a CPU core at 100%.

**Expected behavior**
The Connectors page renders in well under a second, and it does not
re-run catalog work on unrelated renders.

**Root cause**
In `ui/src/pages/apps/Browse.tsx`, `yieldsToAggregators()` calls
`hasAggregatorRoute()`. That function scans every aggregator catalog
entry with regex normalization. The `managedCatalog` loop calls
`yieldsToAggregators()` for every native row, for each of about 1,600
catalog apps. A Node benchmark with the shipped catalog data measured
about 214 s per pass on a managed instance and 40 ms self-hosted. The
`rows` memo depended on `upstreamAppsBySlug` and `gallery`, which were
rebuilt on every render, so the memo never reused its result.

## What Changed

- Index every aggregator identity once (`managedCatalogIdentities`), so
the aggregator route check is one `Set` lookup.
- Cache each slug's yield decision for the pass. Rows hold their final
connections and chat endpoints by then, so the answer cannot change.
- Normalize native row identities once before matching them against
catalog apps.
- Memoize `gallery`, the aggregator snapshots, `upstreamAppsBySlug` and
`managedCatalog`. A small `useShallowStableItems` helper keeps the
per-gateway `useQueries` data stable, so the `rows` memo runs only when
connector data changes.
- Match catalog apps to native rows through an identity-to-row index
instead of scanning the native rows for each catalog app. The earliest
row among an app's alias lookups is the row the old ordered scan found.
- Add a test that loads the shipped aggregator catalog and every native
connector in managed-instance mode, with a saved Composio gateway and
account. It counts `aggregatorAppIdentity` calls. The full load must
stay under 20× the catalog name count (today about 5×). An unchanged
refetch and a search must not rebuild the rows, and a changed account
must still appear. Above the limit the counter throws, so a regression
fails in milliseconds instead of blocking the test worker.
- Add `rules/ui-render-cost.mdc`, a general rule for `ui/src/**` code
that renders large collections: no nested scans, stable memo
dependencies, and a realistic-size test with a deterministic work
counter when a change touches such a path. Register it in
`.greptile/files.json`.

## Verification

- `cd ui && npx vitest run src/pages/apps/Browse.test.tsx`: 100 of 100
pass.
- With the previous `Browse.tsx` and the new test, the new test fails in
70 ms with "Connector catalog work exceeded its budget".
- Measured on the new code: a full managed-instance load makes 25,810
identity calls for 5,095 catalog names. A search makes 0.
- `node scripts/run-tsc.mjs -b` in `ui/`: no new errors. The only errors
are in `PluginOrganizationSwitcher`, because `@paperclipai/plugin-sdk`
is not built in a fresh worktree. They are unrelated to this change.
- `pnpm check:token-gates`: all gates clean.
- I did not check this in a browser on a managed instance. A local
self-hosted instance does not take that branch.

## Risks

- Low. The row-building logic gives the same results. The existing
managed-instance Slack, Asana and Google tests still pass.
- `useShallowStableItems` writes a ref during render. In the worst case,
a concurrent render does one extra memo pass. It cannot return stale
data, because it compares every item by identity.
- The new rule applies to all `ui/src/**` reviews. Its body limits it to
large or unbounded collections, to keep review noise low.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use (shell, file editing, 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
- [ ] 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-06 06:00:31 -06:00
f8cb4957dc fix(ui): default Tasks to All tasks with a neutral sort header (#19393)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Tasks page helps people inspect work across their company.
> - A new viewer currently starts in Mine and can miss other company
tasks.
> - The task table also shows an active sort header before the viewer
selects a sort.
> - This pull request starts new viewers in All tasks and keeps the
default sort header neutral.
> - People see company work in newest-update order and keep their saved
view choices.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The initial task view and the task table's default sort state.

**Subsystem affected**

ui/ — React board UI.

**Current behavior**

Tasks opens Mine when the viewer has no saved view. The table highlights
Last updated even when the viewer has not selected a column sort.

**Proposed behavior**

Tasks opens All tasks when no saved view exists. The table keeps
newest-updated tasks first without an active header or arrow. A column
selection or an explicit sort URL activates the selected header.

**Reason and benefit**

New viewers can inspect company work immediately. The header
distinguishes default ordering from an explicit sort choice.

**Breaking changes**

The first-visit view changes from Mine to All tasks. Saved views and
explicit view URLs keep priority. Existing Inbox and Needs attention
preferences retain their meaning. The change does not alter task access
or database contracts.

**Additional context**

Refs #19363. This change builds on the grouped task menu from that
merged pull request. It uses the existing menu and design tokens.

## What Changed

- Default the Coordinator and combined task surfaces to All tasks.
- Preserve saved personal views and migrate previous picker choices.
- Keep implicit Last updated descending order separate from active
header state.
- Test default ordering, explicit sorting, reset behavior, view
selection, and preference migration.
- Update the product and implementation docs.

## Verification

- Passed 118 focused tests across task routing, table sorting, views,
and collection preferences.
- Passed `pnpm check:token-gates`, `pnpm -r typecheck`, and `pnpm
build`.
- Full `pnpm test:run` is running. Its result will be updated here.
- Greptile passed the current head with 5/5 and no findings or open
review threads.
- Browser check: All tasks uses the grouped My work and Organization
menu. Last updated has no active highlight by default. Selecting the
header adds the sort URL and active direction. Removing the explicit
sort restores the neutral header.
- Manual check: Open Tasks with no saved task view. Confirm All tasks
opens. Select Mine, leave Tasks, and return. Confirm Mine remains
selected.

## Risks

- The new default shows more accessible company tasks on the first
visit. Saved view choices remain intact.
- Task tables share the sort-state change. Explicit sort links and
column clicks retain active styling. Default row order stays
newest-updated first.
- No schema, API, permission, or execution changes.

## Model Used

OpenAI Codex, GPT-6 family. This session does not expose the exact model
ID or context-window size. Used reasoning, code editing, terminal
commands, and browser verification.

## Checklist

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

---------

Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 18:44:59 -08:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
4550253dc9 feat(ui): rename Needs you to Inbox and move Mine into Tasks (#19363)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Coordinator gives people navigation for conversations, tasks, and
decisions.
> - The decision entry is called Needs you, while a separate Inbox
remains under More.
> - Coordinator's personal task filter does not retain the full behavior
of the original Mine view.
> - This pull request names the decision entry Inbox and hosts the
original personal work views inside Tasks.
> - People keep their triage tools and saved choices without moving
between two task destinations.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Coordinator navigation and the personal Mine view in Tasks.

**Subsystem affected**

UI navigation, task view routing, task collection preferences, and
browser coverage.

**Current behavior**

Needs you opens the decision feed. More contains another Inbox
destination. The default Coordinator task filter matches task creators
and assignees. It does not use the full personal participation rules,
archive behavior, shortcuts, grouping, or saved columns of the original
Mine view. The organization task table also resets its column choices on
reload.

**Proposed behavior**

Inbox opens the same decision feed with the inbox icon. Tasks defaults
to Mine and remembers a person's selected view per company. Mine uses
the existing personal Inbox implementation and preferences. It retains
read/unread title weights, keyboard navigation, read/unread shortcuts,
archive and undo, mobile swipe-to-archive, grouping, and saved columns.
Old Inbox links open the matching task view. The organization task table
saves its columns and order per person and company.

**Reason and benefit**

People get Chat, Tasks, and Inbox as distinct navigation entries.
Personal work remains a view within Tasks without losing the existing
triage behavior.

**Breaking changes**

Coordinator no longer offers the previous Inbox destination under More.
Old Inbox URLs redirect into Tasks and retain query parameters and
fragments. The Needs you label becomes Inbox; its decision feed, count,
history, and resolution paths stay in place. Classic retains its
separate optional combined-list setting.

**Additional context**

Refs: #19360, the workspace-defaults PR now integrated from master.
Refs: #10620, related Inbox attention ordering. Duplicate searches found
no open PR for this navigation and Mine integration. Roadmap review
found no separate new execution feature in this scope.

## What Changed

- Rename Coordinator's desktop and mobile decision entry and page to
Inbox. Use the inbox icon. Remove the old Inbox item under More. Clarify
that the combined-list experiment applies only to Classic.
- Add one Coordinator task-view router. Host Mine, Unread, Recent,
Blocked, and Everything through the existing Inbox owner. Keep
organization views in the task table and board. Normalize legacy
filtered URLs before mounting a collection so clearing the last filter
preserves the current layout and local filters.
- Reuse the existing Mine API, participation, read state, archive cache,
undo, keyboard, mobile gesture, grouping, and preference paths. Existing
personal column choices carry over.
- Save organization task-table columns and order per person and company.
Keep controls usable if browser storage fails.
- Update navigation tests, routing and persistence regressions,
exact-run retry browser coverage for each workspace variant, product
documentation, and the affected Storybook notes. Keep existing story
IDs.

## Verification

- Preference, routing, navigation, task table, and inherited Inbox
regression tests pass in focused runs. After integrating master and
addressing the review finding, all 187 focused tests, UI typecheck, and
token gates pass.
- Full build and repository typecheck pass after integrating master. The
full UI suite previously passed: 894 files, 11,169 tests passed, and one
skipped. All 14 desktop/mobile triage and exact-run retry browser cases,
including a fresh production UI build, pass after integrating master.
- The full repository test suite was not run locally for this UI-only
change; full PR CI is running.
- Browser checks use a fresh isolated local instance and a deterministic
process agent for real run-attributed unread activity. They exercise
legacy URLs, title weights, saved grouping and columns, read/unread
shortcuts, archive/undo, and a real mobile touch gesture.
- Earlier browser fixtures were corrected: own activity is read, agent
comments need valid run attribution, and undo uses `u` after the archive
refresh completes. The Inbox content heading is scoped separately from
the layout heading.
- The final settings wording correction passes all 63 settings tests.
- The [next CI browser
run](https://github.com/paperclipai/paperclip/actions/runs/42137377960/job/127629100535)
caught an old URL assertion for denied run retries. The test now pins
each workspace variant and covers Coordinator Tasks explicitly. The old
expectation fails deterministically for Coordinator; all 12 retry cases
pass with the corrected destination, preserving exact run identity and
truthful queued, deferred, and denied feedback.
- Token gates, map checks, and Storybook catalog checks pass. All 30
map/catalog script tests pass. Storybook play tests were not run.
- Greptile reviewed [the final
commit](https://github.com/paperclipai/paperclip/commit/5f2f3789b83af259f694f379afb769465688fb72)
at **5/5** with no new actionable findings. Its sort-only link finding
is fixed and resolved: three cases fail before the fix and pass after
it. `sortField` and `sortDir` keep organization links on the
organization table. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/42139668774)
is running.
- [CI exposed a routing
race](https://github.com/paperclipai/paperclip/actions/runs/42135293421/job/127621981587)
when removing the last label from a legacy Everything link. Four
deterministic regressions failed before the fix and now pass:
collections only mount after URL normalization. The existing end-to-end
component cases confirm local filters, board layout, fragments, and
history survive the change.
- The [initial server shard 4
run](https://github.com/paperclipai/paperclip/actions/runs/42131163087/job/127608751620)
failed an unchanged monitor-drain idleness assertion: two active
operations remained instead of zero. The complete scheduling suite
passes locally (54 tests). One isolated CI retry passed, including its
dependent verification gate. The original timing failure's root cause is
not established.

## Risks

- Mine includes the existing tasks, approvals, failed runs, and join
requests, preserving the original personal participation and attention
rules.
- Shared URLs with organization filters or table sort parameters still
open the organization task collection. Task back-links retain their
original fragments.
- Saved preferences are browser-local. Mine keeps its existing storage
keys; the organization table and selected Coordinator view use
person/company scopes.
- No database or server API contract changes are included. Existing
company access, personal participation, and decision permissions retain
their owners.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision 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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 17:07:24 -08:00
f2593b7905 feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People enter that work through the workspace, agent conversations,
and tasks.
> - Coordinator and Agent Chat still require experimental enrollment.
> - Task link prefetches do not warm the compact queries used by the
default task view. Chat also waits for a request when its navigation
list already holds the conversation.
> - This pull request makes Coordinator and Agent Chat standard and
reuses the reads needed for navigation.
> - People can choose Classic workspace in Experimental settings. Cached
work can appear while fresh data loads.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Workspace selection, Agent Chat availability, and navigation between
Chat, Tasks, and task details.

**Subsystem affected**

Cross-cutting: UI, workspace preferences, instance settings, and the
database migration.

**Current behavior**

People must enable Coordinator and Agent Chat in Experimental settings.
Opening a task can repeat requests because prefetch warms the full
detail and comment queries, while the default view reads compact task
data and a recent comment window. Opening Chat waits for a detail
request even when the current person's conversation list contains it.

**Proposed behavior**

Coordinator is the standard workspace for everyone. Experimental
settings offer Classic workspace, off by default. Old Coordinator
experiment values do not select Classic. Agent Chat is available to
everyone, including instances with an old saved or managed off value.
Task link intent warms the queries used by the mounted view. Chat can
use the current person's company-scoped conversation list during
refresh.

**Reason and benefit**

People can use the standard workspace without setup. Repeat navigation
can show cached content while the server refreshes it.

**Breaking changes**

Existing Coordinator experiment and Agent Chat off values no longer
disable these surfaces. Classic requires an explicit new opt-in. The
workspace API keeps its existing response shape and audit checks. The
migration retains legacy values and adds a separate Classic preference.
Execution permissions, company access, and chat privacy checks still
apply.

**Additional context**

Roadmap check: this graduates existing surfaces and improves their
navigation. It does not add a new agent execution capability. Duplicate
searches found no open Coordinator workspace PR. Related server cache
work, Refs: #17828, addresses compact issue-list invalidation; this PR
addresses client navigation queries.

## What Changed

- Add a default-off Classic workspace preference. Derive the existing
workspace API response from that choice. Keep personal persistence,
account isolation, and audited writes in the workspace preference
service.
- Replace the Coordinator experiment control with Classic workspace. Use
Coordinator while preferences load. Update the existing settings
examples and navigation recipe.
- Retire the Agent Chat experiment control. Ignore old stored and
managed off values. Retain the compatibility key and the existing
execution and access checks.
- Reuse account- and company-scoped chat list data with its original
freshness timestamp.
- Share compact task and recent-comment query options between prefetch
and the task view. Keep full-history prefetch for Classic tasks and
expanded history.
- Add upgrade, replay, cache, account isolation, and browser switching
regressions. Update product, database, development, and roadmap
documentation.

## Verification

- Targeted preference, settings, migration, cache, and UI regression
tests passed during implementation. The cache tests hold refresh
requests pending and check that content still renders. They also check
account isolation and stale refresh behavior.
- A real browser test verified fresh Coordinator defaults, Classic
opt-in persistence, and return to Coordinator. It used an isolated
source checkout with fresh data on macOS.
- Token, migration numbering and safety, map, and Storybook catalog
checks pass after the rebase.
- Repository typecheck and build pass. Typecheck and token gates also
pass after review repairs. The broad local run passed all six chat
integration shards (1,931 tests). It then found the host-CLI-dependent
recovery fixture described below. Its remaining duplicate work was
stopped after the full current-head CI matrix passed; this is not a
claim that the broad local command completed green.
- Review repairs passed 419 UI/migration fixture tests, 19 Coordinator
navigation tests, and all 214 tests in the five affected server suites.
The 24 Chat/workspace browser tests pass, including standard Coordinator
switching and explicit Classic persistence.
- The broader browser repair run passed 85 tests. It retained two failed
assertions and skipped five later serial cases. The affected files then
passed all 11 tests after the fixes: reopen the desktop panel after
reload and open More for Audit and Connectors. This includes the five
serial cases that had not run.
- The broad local suite exposed a recovery fixture that executed the
host Codex CLI during a simulated remote probe. On a host with Codex
0.154.0, model fallback broke its fixed-model assertion. The fake
sandbox now reports Codex 0.160.0. All 20 selected recovery/provider
compatibility cases pass after the repair.
- A CLI company import/export suite timed out during server startup in
the second CI run. The port fallback is intentional in that fixture. No
root cause was established. That suite passes on the final commit in CI.
This records recovery, not a claimed product fix for the earlier
timeout.
- The first CI run exposed remaining assumptions about the retired flags
and Classic UI. The repair commit updates those fixtures and navigation
steps. It also restores the missing enabled Cases destination in
Coordinator. Earlier local recovery attempts used the wrong fixture
notification and advanced fake time during live execution; the corrected
tests use the subscribed recovery queue and wall time during execution.
- Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at
**5/5** with no new comments. The original finding is resolved.
- Current-head CI is green: **56 successful checks**, with three checks
skipped by workflow filters. This includes typecheck, build, the
complete Vitest matrix, all eight browser shards, Runner verification,
release checks, and security checks. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/42132651414).
- Typecheck caught missing `pid` and `startedAt` fields in the simulated
command result. The fixture now returns the complete process contract,
and the server test-layer typecheck passes.
- Storybook catalog alignment was checked. Storybook play tests were not
run. Hosted latency and cold bundle loading were not measured.

## Risks

- The new default changes the workspace for people who previously left
the Coordinator experiment off. They can opt into Classic in
Experimental settings.
- The additive migration must run before the new server code. It is safe
to replay and preserves explicit Classic choices.
- Cached content can be stale during background refresh. Existing query
invalidation and source timestamps still control freshness.
- These changes reduce avoidable loading waits. They do not establish a
measured improvement in hosted request latency or initial bundle
download time.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The exact serving revision 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 16:28:25 -08:00
DottaandClaude Opus 5.5 4ece2107b8 fix(connections): offer aggregator Slack sign-in on Cloud instead of a customer OAuth app (#19328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Connectors let people give agents tools, such as Slack, from the
Connectors catalog or from an agent's inline "Connect" card
> - On Paperclip Cloud, the only Slack path is "Slack needs its own
OAuth app". The user must create a Slack app, paste a callback URL, and
enter a Client ID and secret
> - Managed Slack chat setup exists, but it is behind the experimental
Chat connectors setting, which is off on Cloud. Composio's and Arcade's
managed Slack sign-in exists, but the native Slack row hides it
> - In an onboarding test on Cloud, a tester got this card from the
onboarding agent, spent 7 minutes on it, and declined it. No Slack
connection was made
> - This pull request follows the existing Google Workspace pattern: on
Cloud, a native connector whose every setup path needs a
customer-created OAuth app yields new setup to the aggregators' managed
sign-in, in the catalog and in agent connection discovery
> - The benefit is that Cloud users can connect Slack with a sign-in
instead of creating a Slack app

## Linked Issues or Issue Description

**What happened?**
On a Paperclip Cloud instance, the onboarding agent asked the user to
connect Slack. Connectors > Slack > Connect showed "Slack needs its own
OAuth app. Slack does not let Paperclip register itself automatically,
so this connector needs an OAuth app you create." The form asks for a
callback URL, a Client ID and a Client secret. It has no link to Slack
app settings. The method description said "Use the provider-hosted
connection for the quickest setup." The tester gave up. The original
notes said that the cloud connector asked for an HTTPS server. That is
not correct: no HTTPS or deployment-mode check is in this path. The real
blocker is the customer OAuth app requirement.

**Expected behavior**
Slack can be connected from the supported Cloud flow without setup steps
that only an operator can do.

**Steps to reproduce**
1. On a Cloud instance with Chat connectors off (the Cloud default),
open Connectors and search for "Slack".
2. Click Connect on Slack. The "needs its own OAuth app" form opens.
3. Or, let an agent call `connections_search("Slack")`. It returns
native `slack` first, and its card opens the same form.

**Additional context**
Evidence: the Slack gallery entry on the Cloud instance had
`ownershipAvailability` `platform_shared: false`, `platform_provisioned:
false`, `customer: true`. `GET
/api/companies/:id/chat-slack/setup-options` returned 403 "Chat
connectors are disabled".

## What Changed

- `packages/shared`: add `nativeConnectorRequiresCustomerOAuthApp(app,
settings)`. It is true when every available setup path of a native
connector needs a customer-created OAuth app: no Paperclip-managed
client, no dynamic client registration, and no enabled chat setup.
- `ui/src/pages/apps/Browse.tsx`: on Cloud, such a connector yields to
aggregators, the same as the built-in Google connectors. The catalog
shows the "Connect through Composio or Arcade" row, and its Connect
button opens the provider choice. A saved native connection, a chat
endpoint, Chat connectors on, a self-hosted instance, or no aggregator
route keeps the native row.
- `server/src/services/connection-intents.ts` and new
`connection-native-yield.ts`: agent `connections_search` uses the same
rule. On Cloud, it does not prefer native Slack for new setup, so the
agent asks the provider-choice question (Composio, Arcade or Zapier).
The rule applies the advertised Paperclip Cloud connector profiles, so
apps with a managed Cloud client (for example Asana) do not yield. If
the profiles cannot be read, the native connector stays.
- `slack.json`: correct the Slack tool method copy, which said "quickest
setup". Add a "register" console link to `https://api.slack.com/apps`,
so the form now shows "Open Slack app settings".
- Tests in all three layers.

## Verification

Red/green. I committed the tests first (`2386fd83df`) and ran them
against unchanged source code.

**Red (before the fix):**

```
server › aggregator connection fallback › Slack on Paperclip Cloud
× offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
AssertionError: expected [ 'slack', 'google-calendar', …(7) ] to deeply equal [ 'via:composio:slack', …(2) ]
+   "slack", "google-calendar", "google-docs", ...
Tests  1 failed | 3 passed | 45 skipped (49)

ui › Connectors landing page
× offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
AssertionError: expected 'SlackSend and read messages in your t…' to contain 'Connect through Composio or Arcade.'
Received: "SlackSend and read messages in your team's channels.Connect"
Tests  1 failed | 5 passed | 92 skipped (98)

shared › Slack tool connection guidance
× describes the customer-created Slack app honestly and links to Slack app settings
AssertionError: expected 'Use the provider-hosted connection fo…' not to match /quickest/i
Tests  1 failed | 3 passed (4)
```

**Green (after the fix):**

```
✓ server › Slack on Paperclip Cloud › offers aggregator Slack routes while native Slack only supports a customer-created OAuth app
✓ server › Slack on Paperclip Cloud › keeps native Slack when Chat connectors provide its own setup path
✓ server › Slack on Paperclip Cloud › keeps native Slack for a company that already saved a Slack connection
✓ server › keeps native Slack on self-hosted instances, where operators register their own Slack app
✓ ui › offers aggregator Slack sign-in on Cloud while the built-in Slack connector needs a customer OAuth app
✓ ui › keeps the built-in Slack connector when Chat connectors offer its setup path
✓ ui › keeps the built-in Slack connector when the instance is self-hosted
✓ ui › keeps a saved built-in Slack connection on its native row on Cloud
✓ shared › describes the customer-created Slack app honestly and links to Slack app settings
✓ shared › flags Slack only while its chat setup is unavailable
✓ shared › does not flag connectors with a managed, dynamic-registration, or credential path
```

Neighbouring suites:
- `packages/shared` (all): 98 files, 1060 tests passed
- `ui` `src/pages/apps` + `src/features/connections`: 54 files, 980
tests passed
- `server` `connection-aggregator-fallback` 49/49,
`connection-intents-service`, `native-connection-baseline-fixture`,
`runner-connection-eval-fixtures` passed. `satisfied-connection-intents`
52/52 passed when run alone. It had a suite-setup error only when three
embedded-Postgres runs went in parallel.
- `pnpm check:token-gates`: clean. `tsc --noEmit` shows no errors in
changed files. Local runs show unrelated errors because the
`paperclip-runner` workspace package is not built. CI runs the full
typecheck.

Still needs a live Slack workspace to prove:
- Complete Slack sign-in through Composio or Arcade on a Cloud instance,
and an agent tool call to Slack.
- An agent run on Cloud that asks the provider-choice question for Slack
and then connects through the selected aggregator.

## Risks

- Behaviour change on Cloud only, for native connectors whose every path
needs a customer-created OAuth app and that an aggregator serves. Today
that is Slack (when Chat connectors are off), and Box and Xero if the
aggregator catalog has them. On Cloud, these move to the aggregator
route for new setup, the same as the built-in Google connectors. Saved
connections keep their native row and discovery.
- Cloud users who want their own Slack app can still open
`/apps/connect?source=slack`, but the catalog row no longer links to it
while the rule applies.
- Self-hosted instances keep the native connector unchanged.
- Follow-up, not in this PR: enable managed Slack chat on Cloud (Chat
connectors Cloud default and `PAPERCLIP_SLACK_MANAGED_SETUP_ENABLED`).
This is a flag and operations change. It needs the Cloud Slack broker to
be proven first. When it is enabled, this rule stops yielding Slack
automatically.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code with
tool use (shell, browser inspection of a staging instance, file
editing).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 16:12:45 -06:00
DottaandClaude Opus 5.5 d807887534 fix(ui): use one status glyph mapping for every task view (#19329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task status is the main signal on every task surface: sidebar rows,
the task header, the status menu, lists, the inbox, pills and chat
cards.
> - One task state rendered different status icons in different views. A
blocked task that waits on an active sub-task showed the blue "in queue"
glyph in the task header. The status menu, the chat chip and the sidebar
rows showed the red "Blocked" glyph for the same task.
> - The cause: each view passed its own subset of the presentation
fields to `StatusIcon`. Many views dropped `blockerAttention` and some
dropped `externalConversationState`. The status menu rendered its
current row from the bare status. The summaries API did not return
`blockerAttention`, so the recent-task sidebar could not know the state.
> - This pull request puts the state-to-glyph/label mapping in one
resolver and makes every task view pass all of its fields.
> - The benefit is that the same state uses the same icon and label
everywhere.

## Linked Issues or Issue Description

No public issue. Found in a hands-on onboarding test on a staging cloud
workspace.

**What happened?**

The sidebar and the task pane/status menu showed different status icons
for the same state. On the test task (blocked, waiting on an active
sub-task), the task header and the status button showed the blue "in
queue" glyph. The selected "Blocked" row in the status menu showed the
red blocked glyph. The coordinator sidebar "Recents" and project rows
also showed the red blocked glyph, and the chat "Subtask created" chip
showed a red "Blocked" chip.

**Expected behavior**

The same underlying state uses the same icon and label everywhere.

**Steps to reproduce**

1. Create a task with a sub-task. Block the parent on the sub-task, and
let the sub-task's agent run (the parent is "blocked, covered").
2. Open the parent task. The header shows the blue "in queue" glyph.
3. Open the status menu. The current "Blocked" row shows the red glyph.
4. With the coordinator sidebar on, look at the task in Recents or in
its expanded project. It shows the red glyph.

**Paperclip version or commit**

`master` at 03eb49053f.

## What Changed

- Add `ui/src/lib/task-status-presentation.ts`.
`resolveTaskStatusPresentation()` is the one mapping from `status`,
`displayStatus`, `externalConversationState` and `blockerAttention` to
glyph, label and accessible copy. `taskStatusIconProps()` picks all four
fields from a task record.
- `StatusIcon` and `IssueStatusBadge` use the resolver. The status menu
draws the current row with the trigger's presentation (in queue, idle,
monitoring).
- `IssueStatusBadge` now accepts `blockerAttention`.
`taskStatusVar.in_queue` maps to the existing in-progress chip hue, the
same as the existing `--status-task-icon-in_queue` icon token.
- Task call sites spread `taskStatusIconProps(task)`: coordinator
sidebar recents and project rows, classic recent tasks, lists, rows,
columns, inbox, blocked inbox, my issues, dashboard, properties,
relation pills, search, sibling navigation, chat chips, case summaries,
status cards and user profile. Step/check statuses in protocol cards
stay unchanged because they are not task statuses.
- `GET /api/companies/:companyId/issues/summaries` returns
`blockerAttention` for blocked rows (at most five IDs, through the
existing `listBlockerAttention` service). `IssueSummary` gets the
optional field.
- Recent-task snapshots store and refresh `blockerAttention`. Sidebar
project rows request the `rows` projection, which includes blocker state
(the `index` projection skips it).
- Storybook: the Foundations/Status Language story gets a "Same state,
every view" section.

## Verification

Red on `master` (tests written first, then run against the unchanged
code):

```
cd ui && npx vitest run src/components/StatusIcon.picker.test.tsx src/components/CoordinatorSidebar.test.tsx src/lib/recent-tasks.test.ts
     × keeps the covered-blocker state so the sidebar shows the same queued glyph as the task pane (BUG-07)
     × marks the current row with the same glyph as the trigger for a covered-blocked task
     × marks the current row with the same glyph as the trigger for a waiting review and a monitored task
     × shows a covered-blocked recent task with the same queued glyph and label as the task pane
     × shows project tasks with their full status presentation
 FAIL  StatusIcon.picker.test.tsx > ... covered-blocked task
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  StatusIcon.picker.test.tsx > ... waiting review and a monitored task
AssertionError: expected 'var(--status-task-icon-in_review)' to be 'var(--status-task-icon-backlog)'
 FAIL  CoordinatorSidebar.test.tsx > ... covered-blocked recent task ...
AssertionError: expected 'var(--status-task-icon-blocked)' to be 'var(--status-task-icon-in_queue)'
 FAIL  CoordinatorSidebar.test.tsx > ... project tasks with their full status presentation
AssertionError: expected "vi.fn()" to be called with arguments: [ 'company', ObjectContaining{…} ]
 FAIL  recent-tasks.test.ts > ... keeps the covered-blocker state ...
AssertionError: expected undefined to deeply equal { state: 'covered', …(7) }
      Tests  5 failed | 32 passed (37)

cd server && npx vitest run src/__tests__/issue-summaries-routes.test.ts
     × projects the covered-blocker state so every task view picks the same queued glyph (BUG-07)
AssertionError: expected undefined to match object { state: 'covered', …(2) }
      Tests  1 failed | 14 passed (15)
```

Green with this change (same commands):

```
 Test Files  3 passed (3)
      Tests  37 passed (37)
 Test Files  1 passed (1)        # server summaries route
      Tests  15 passed (15)
```

Neighbouring and broader checks:

- `StatusIcon`, `StatusBadge`, `StatusGlyph`, picker, sidebar and
recent-task suites: 73/73 pass.
- Full UI Vitest run: 11106 pass, 1 skipped. Three `IssuesList.test.tsx`
tests timed out at 5 s under full-suite load. The same file passes 73/73
when run alone.
- `tsc --noEmit` for `ui` and `server`: no errors in changed files.
Remaining errors are pre-existing (unbuilt
`@paperclipai/paperclip-runner`, generated Storybook catalog).
- `pnpm check:token-gates`: all gates clean.

Screenshots. The staging task before the fix: the status button is blue,
the current "Blocked" row in the menu is red.

| Staging task (before) | Staging status menu (before) |
| --- | --- |
| ![staging
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1.jpg)
| ![staging menu
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-staging-onb1-menu.png)
|

Storybook "Same state, every view" (Foundations/Status Language). Before
uses the `master` `StatusIcon`/`StatusBadge`; after uses this branch.

| Before (master) | After (this PR) |
| --- | --- |
| ![storybook
before](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/before-storybook-menu.jpg)
| ![storybook
after](https://raw.githubusercontent.com/paperclipai/paperclip/75e148aa1b100400d406d952e66cfac6c4afa5c3/after-storybook-menu.jpg)
|

Before: the row glyph is blue, but the chip and the current menu row are
red. After: the row glyph, the chip and the current menu row are all the
blue "in queue" glyph.

Review follow-up (commits 1d3a1a0a9e, d5c798ec53): blocker state on
summaries, search and case responses is glyph-only (state, reason,
counts). Blocker titles and IDs are never returned; a sampled identifier
stays only when the actor can read that blocker. Producer-level tests
failed before the follow-up and pass after it
(\`task-created-items.test.tsx\`,
\`CoordinatorTaskCommitment.test.tsx\`,
\`company-search-service.test.ts\`, \`cases-routes.test.ts\`,
private-blocker case in \`issue-summaries-routes.test.ts\`). Before
merge, the branch was test-merged locally with current \`master\`:
typecheck clean, 1095 UI and 80 server tests in the affected suites
pass.

## Risks

- Low risk. Presentation only. Status mutations still use the canonical
`status`.
- The summaries endpoint now runs the blocker-attention query for
blocked rows. The endpoint accepts at most five IDs and runs the query
only when a row is blocked.
- Sidebar project rows use the `rows` projection instead of `index`.
This adds the blocker and review attention reads for at most 12 rows,
and only when a person expands a project.
- `IssueStatusBadge` shows the blue "in queue" chip for covered-blocked
tasks where callers pass `blockerAttention`. The label stays "Blocked"
and the full reason is in the tooltip.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), through Claude Code
with tool use (shell, file edits, browser). Default context window.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:42:11 -06:00
DottaandPaperclip b400f76647 feat(ui): submit task composers with Enter by default (#19272)
Use Enter to submit task replies and new tasks, with Shift+Enter for a new line. Add an experimental preference to require Command/Ctrl+Enter.

Preserve autocomplete selection and IME confirmation, and retain the modifier shortcut until saved settings load.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 11:40:18 -06:00
DottaandClaude Opus 5.5 21640b6d51 feat(connections): gate the built-in Google Workspace connector behind an experimental toggle (#19247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps catalog lets operators connect external tools, including
Google services.
> - Paperclip has a built-in Google Workspace connector, but Google has
not yet verified Paperclip's Google app.
> - The built-in connector also hides the Composio and Arcade Google
apps, because native Google definitions claim those app names.
> - Users therefore see an unverified connector and cannot find the
working aggregator Google apps.
> - This pull request puts the built-in connector behind a default-off
experimental setting. When the setting is off, the aggregator Google
apps appear.
> - The benefit is that users get working Google connectors now, and the
team can still test the built-in connector on demand.

## Linked Issues or Issue Description

**Problem**
Google has not verified Paperclip's Google app yet. The Apps page still
offers the built-in Google Workspace connector. The built-in Google
definitions also suppress the Composio and Arcade Google apps (Gmail,
Google Calendar, Google Drive, Docs, Sheets, Slides, Chat), so users
cannot find them.

**Proposed solution**
Add the `enableGoogleWorkspaceConnector` experimental setting. The
default is off. When it is off, hide and block the built-in connector,
and show the aggregator Google apps. When it is on, keep the current
behavior.

**Alternatives considered**
Delete the built-in connector until verification is complete. We
rejected this option because the team must continue to test the
connector.

**Additional context**
Composio documents Gmail (63 tools), Google Calendar (50 tools), and
Google Drive toolkits that use Composio-managed OAuth. These toolkits do
not need Paperclip's Google app verification.

## What Changed

- Added the default-off `enableGoogleWorkspaceConnector` experimental
setting to the shared types, validator, feature catalog, server
defaults, and the managed-key list for Paperclip Cloud staging.
- Added `experimentalFeatureKey: "enableGoogleWorkspaceConnector"` to
the `google-workspace` app definition. The existing generic connector
gate then hides the connector in the gallery and blocks its setup,
discovery, execution, and agent suggestions when the setting is off.
- Added a "Google Workspace connector (Paperclip)" toggle card to
**Settings → Experimental**.
- Apps page (`Browse.tsx`): when the setting is off, built-in Google
rows without saved accounts no longer claim aggregator app identities.
The Composio and Arcade Google apps then show as aggregator rows. The
legacy Google slug filter now applies only to native rows, so the
Composio `gmail` row is not dropped.
- Saved per-service Google connections (Gmail, Drive, and others) are
not gated. They stay visible and usable.
- Updated `doc/connections/GOOGLE-WORKSPACE.md`.
- Tests: added tests for the hidden and visible Apps page states, the
settings toggle, and the definition gate. Existing built-in Google
Workspace tests now enable the setting.

## Verification

- `cd packages/shared && npx vitest run` passes (1055 tests).
- `cd server && npx vitest run
src/__tests__/connection-management.integration.test.ts
src/__tests__/tool-access-service.test.ts
src/__tests__/tool-gateway-service.test.ts
src/services/gmail-tool-governance.test.ts
src/services/google-chat-tool-policy.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/health.test.ts
src/__tests__/instance-settings-managed-overlay.test.ts` passes (864
tests).
- `cd ui && npx vitest run src/pages/apps
src/pages/InstanceExperimentalSettings.test.tsx
src/features/connections` passes.
- `tsc --noEmit` passes for `packages/shared`, `server`, and `ui`. The
`ui` run shows errors only in the untouched
`storybook/support/feature-map` files.
- `pnpm check:token-gates` passes.
- Manual check: open **Apps** with the setting off. Search for "Gmail".
The Composio Gmail row appears, and the built-in Google Workspace card
does not. Turn on the setting in **Settings → Experimental**. The
built-in card appears again.

## Risks

- Existing built-in `google-workspace` connections stop running while
the setting is off, because the generic gate blocks execution. This is
intentional, so that the unverified Google app is not used. Turn on the
setting on instances that must keep these connections.
- Saved per-service Google connections are not affected.
- When the setting is on, the behavior does not change.

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

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, running in
Claude Code with tool use (shell, file edits, web fetch).

## 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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 14:37:24 +00:00
DottaandPaperclip 7fd05e1354 fix(skills): keep initial file editor drafts clean (#19241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People inspect and edit skill files from the Skills library.
> - The Markdown editor receives the body without YAML frontmatter.
> - The skill page compared that body with the entire saved file.
> - Opening Edit therefore showed unsaved changes before the person
typed.
> - This pull request uses the same saved body for initialization,
comparison and Discard.
> - Clean files stay clean, while real edits retain the existing save
path.

## Linked Issues or Issue Description

**What happened?**

Open an editable SKILL.md with YAML frontmatter in the Skills library.
Select Files, then Edit. The page immediately shows Unsaved changes
without input. The draft contains only the body, while the dirty check
compares it with the full file.

**Expected behavior**

Opening Edit leaves the file clean and Save disabled. Real input enables
Save. Discard restores the original body. Saving an edit keeps the
existing frontmatter.

**Steps to reproduce**

1. Open a managed skill whose SKILL.md has YAML frontmatter and a
Markdown body.
2. Select Files, then Edit.
3. Make no editor input.
4. Observe the dirty indicator and Save state.

**Paperclip version or commit**

Reproduced locally on master e8163fc860.

**Deployment mode**

Rendered local page tests for both Skills-library interface variants.
API data and the rich-editor boundary are mocked. Fixed live-browser
acceptance remains unverified.

Related: #13915 suppresses initial rich-editor normalization, and #9356
improves Skill Studio edit tracking. This defect occurs in the
Skills-library page before any editor change event.

## What Changed

- Compare the draft with the same body used by Markdown initialization.
- Restore that body on Discard, without inserting frontmatter into the
body editor.
- Disable Save when the file is clean.
- Cover both page variants through actual page hydration and the Edit
button.
- Preserve real edits, exact fixture frontmatter, custom metadata and
file-selection behavior.

## Verification

- Before the fix, both rendered page variants fail after Edit shows
Unsaved changes without an editor change event.
- The same regressions pass after the four-line production correction.
- 137 focused tests pass across CompanySkills, MarkdownEditor and
company-skill-routes.
- The page regression checks genuine input, Discard and re-entry, an
explicit metadata-preserving save, and switching away from an unsaved
prior-file draft without another save.
- UI typecheck and production build pass. Token gates and diff checks
pass.
- The first typecheck lacked ignored generated Storybook catalog files.
The existing generator supplied them; the failed prerequisite attempt
remains recorded.
- Independent local Sol review passed the candidate.
- Full-workspace LOCAL typecheck, tests and build were not run.
- Hosted CI passes on head 8336145: typecheck, build, selected general
tests, all eight E2E shards and aggregate gates. Four scope-based checks
are skipped: Storybook visual, Storybook deployment, Runner matrix and
serialized server suites. This is affected-scope coverage.
- Greptile reviewed the exact head with a 5/5 score and no actionable
findings.
- Paperclip native review was filtered by the configured Draft and Ready
event policy. This is not a completed native review or a native 5/5
result. The review route uses independent local Sol review and hosted
Greptile. Repository-required checks and reviews still govern merge.
- No fixed live-browser, deployed behavior or canonical-file mutation is
claimed.

## Risks

The change affects the Skills-library page baseline in both existing
interface variants. It keeps the existing frontmatter merge and
file-write API. Rich-editor normalization, Skill Studio, settings,
permissions and selection lifecycle remain unchanged. The tests isolate
the page baseline with a controlled editor boundary; they do not prove a
live rich-editor or server write journey.

## Model Used

OpenAI gpt-6.1-sol through Codex, with reasoning, source inspection,
code execution and local tests. The runtime did not expose
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 <paperclip@paperclipai.com>
2026-11-05 07:58:34 -06:00
DottaandPaperclip b3da1d886a fix(ui): retain Coordinator label filters across reloads (#19233)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use task filters to keep a useful view of their work.
> - Coordinator saves status and assignee filters in the task-list URL.
> - A selected label stayed only in React state, so reload removed it
and showed unrelated rows.
> - This change saves and restores selected labels through the same
page-owned URL path.
> - Operators can reload and share that filtered collection without
selecting its labels again.

## Linked Issues or Issue Description

**What happened?**

In Coordinator All tasks, select a status, assignee, and label. Sort by
Task ID and reload. Status, assignee, and sort remain selected, but the
label is cleared and rows without that label appear.

**Expected behavior**

Reload and history navigation retain the selected labels with the other
URL filters. Clear filters removes the selected labels.

**Steps to reproduce**

1. Open Coordinator All tasks with labeled and unlabeled tasks for the
same assignee and status.
2. Select that status, assignee, and a label.
3. Change Task ID sorting and reload the page.
4. Check both the selected label and the displayed tasks.

**Paperclip version or commit**

Source regression reproduced at master
47027e7ba5.

**Deployment mode**

Local rendered component test with the production filter panel, page,
and collection hook. API data is mocked. Live staging acceptance of this
repair remains pending.

Related prior work: #18831 preserves Coordinator views and filtered
links. Bounded searches found no matching label reload repair.

## What Changed

- Save selected labels as repeated `label` URL parameters in
CoordinatorTasks.
- Restore labels on mount and synchronize them on history navigation.
- Remove label parameters when clearing filters. Keep unrelated URL
values.
- Open label-only links in All tasks when no view is specified.
Canonicalize legacy Inbox-view links with labels to All tasks before
mounting the collection, so removing the last label retains local
filters and layout.
- Preserve the URL hash when filters change or clear.
- Add rendered checkbox, remount, repeated-label, history,
unknown-label, and legacy-view routing regressions through the real page
and collection.
- Document this URL behavior in PRODUCT.md.

## Verification

- First observed red: a production label checkbox restricted rows before
remount; after remount an unlabeled row appeared. The failure was
captured before production edits.
- Focused component suites: 90 tests pass across CoordinatorTasks,
Issues coordinator routing, useTaskListCollection, and issue-filters.
- UI typecheck and production build pass after generating the existing
plugin-sdk declarations locally.
- Token gates, map checks, and `git diff --check` pass. A review
correction restored the map to its unchanged base version. A native
review then found that the parent route omitted label scope. Four
settled routing cases failed before the one-entry route fix and pass
after it; the original label regressions still pass. A follow-up review
found a last-label redirect from the legacy URL; real
parent-plus-collection tests reproduced it. The route now canonicalizes
that entry before mount, and the tests preserve local priority and board
layout through label changes and history.
- The first treatment attempt exposed asynchronous test router timing.
The test now waits for a route update before the next interaction.
Initial failures remain in the private evidence record.
- Local checks above cover the UI and the affected component suites
only. `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build` were not
run across the full workspace on this candidate. No whole-repository
local pass is claimed.
- Fresh hosted checks completed on exact head
`11586cc4e1bc4951b1fdde403ff229f760db721b`: 54 success, 3 skipped, 1
neutral; no failures or pending checks. Snyk status passed. Greptile and
native review both gave 5/5. Both actionable review threads are
resolved. Native review noted one optional redundant scope entry; no
blocking finding remains.
- Fixed-revision live browser acceptance remains pending. No deployed
repair or recovery is claimed.

## Risks

Low scope. The change affects Coordinator task-list presentation only.
Unknown label IDs remain restrictive until cleared; missing label
metadata does not silently widen results. Multiple labels keep the
existing OR filtering behavior. Other task interfaces keep their
existing persistence path. URL label values use company-local IDs and do
not grant access. Label filtering remains over loaded records; this
change does not add server pagination filtering.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with reasoning, source inspection,
code execution, and local tests. The runtime did not expose context
window size. The parent agent owns delivery coordination.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 07:47:57 -06:00
TonioandPaperclip 56517dda6c fix(ui): bundle connector, toolbar, empty-state and agent roster fixes (#18716)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use connector setup, collection headers, empty states, and
agent lists to manage that work.
> - Provider redirects replace the setup page, and collection controls
use different sizes.
> - Agent selection inserts a bar above the list. The row link
highlights only part of the row.
> - This pull request keeps sign-in in a separate window and applies the
Tasks control sizes to collection and audit headers.
> - It also reuses artifact artwork for empty collections and gives
agent selection a fixed action card.
> - These changes preserve the operator's place and keep controls and
rows stable.

## Linked Issues or Issue Description

**What happened?**

Connector sign-in replaced the current page. Inline collection controls
had different heights. Projects and Artifacts used small placeholder
empty states. Agent selection moved the list, hover covered only the
identity cell, and chat/status shared that cell without matching
headings.

**Expected behavior**

Provider sign-in opens in a new tab or window. Collection controls match
Tasks. Empty collections use the large artifact graphics. Agent actions
float above the page while rows remain aligned.

**Steps to reproduce**

Start connector sign-in from a page or dialog. Compare collection and
Audit headers. Open an empty Projects or Artifacts collection. Select an
agent, then hover across its row.

Related public work: #13584 covers an earlier connector new-tab
implementation, including same-page fallbacks that this bundle does not
use. #8528 covers Tasks toggle sizing. #17742 covers scoped agent Audit
sections. This bundle does not change server callback or audit
authorization contracts.

## What Changed

- Reserve a separate authorization window during the click. Use
validated sign-in URLs, retain a new-tab fallback, and close blank
windows after failed requests. Store Cloud reauthentication state in the
destination window.
- Use the Tasks 44px control foundation for shared collection headers
and Audit, Costs, Timeline, Secrets, Teams, Gateways, and agent skill
controls.
- Use a large artifact stack with an off-white Paperclip image with a
dark icon for Projects and artifact Tasks empty states. Use one matching
artifact for other types. Set 20px gaps and use the label “Create
project”. Action hover and keyboard focus animate the artwork.
- Portal agent bulk actions to a fixed card 48px above the bottom safe
area. Use quintic entry/exit motion and respect reduced motion. Retain
card contents during exit.
- Give chat and status separate cells, add a Status heading, use the
MessagesSquare chat action with a hover tooltip, and highlight the
entire row.
- Add linked agent chips and a manager picker to the agent profile.
Block self and descendant manager choices. Keep the name crown and
custom title inline during edits.
- Update design guidance, the connection maps, regression tests, and
empty-state Storybook fixtures.

## Verification

- Final commit `a41a6c6494a839deaaec1ef7cc50c90078ab6381`: all 55 checks
passed, three skipped. [Canonical CI
run](https://github.com/paperclipai/paperclip/actions/runs/41999792769)
includes all eight browser shards and all server/runner/workspace
groups. Greptile: 5/5, zero unresolved review findings.
- Workspace typecheck/build passed. Local UI suite passed 11,006 tests
in 880 files, plus 542 CLI tests. Subsequent connector callback changes
passed all 245 AppsConnect tests, UI typecheck, token gates, and
query-error policy checks. Manager cache/error regressions passed four
tests. Map checks passed.
- Local connector browser suite: 20 passed. All six chat integration
shards: 1,931 passed. Workspace B groups passed; database tests passed
313 cases across 72 files with one worker.
- Browser preview verified agent manager changes, overview links, inline
name/title geometry, empty-state colors, row actions and the chat
tooltip. Live provider consent and post-deployment feature verification
remain separate from these fixtures.
- Preserved failures: ten bulk-roster tests initially missed the
portaled action card; their selectors were fixed and all twelve roster
tests passed. A nested fixture selected pnpm 11 and removed local
dependencies; the local shim now pins pnpm 9. Embedded PostgreSQL native
links were restored. A Python 3.9 fixture failure passed all 19 tests
with the current runtime. Concurrent local database startup failures
passed on the one-worker rerun.
- The broad local serialized server run passed 3,791 tests with one
scheduling assertion failure, which passed in isolation. The local
general-server run reproduced a native recovery provider/model fixture
failure and has not completed. These server sources are unchanged by
this bundle; all final canonical CI server shards passed. This is not a
claim that every broad local run passed.
- [Earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/41995119880)
failed a browser test during cleanup when heartbeat-run cancellation hit
a PostgreSQL lock timeout. All final browser shards passed without
weakening that test.
- Review follow-ups cover Slack popup/fallback recovery, a single
artwork hover transform, shared manager error rendering, detached
standalone OAuth windows, and verified task-bound callbacks in both
hosts.

## Risks

- Browser popup policy and provider callback behavior can affect sign-in
completion. The original setup page stays open; blocked windows have an
explicit recovery path.
- Shared toolbar styles affect several surfaces. Menu content remains in
its existing portals; canonical label tabs and search clear buttons
retain their own geometry.
- No schema, server, API authorization, or migration change.
- Required CI and review are complete. Deployment provenance and hosted
feature verification are checked separately after merge.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, test
execution, and browser inspection. The exact model ID and context-window
size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-05 01:23:53 -08:00
TonioandClaude Opus 5.5 9e9a628a57 feat(ui): turn Artifacts V1 on for every instance and hide its toggle (#19164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Artifacts show the output of agent work on the Artifacts page, in
the panel Artifacts tab, and in the task thread
> - #17228 added the Artifacts V1 presentation behind an experimental
setting that is off by default
> - The presentation is now ready for all users, so an opt-in toggle is
no longer necessary
> - A new default alone does not reach all instances, because each
experimental write persists every flag
> - This pull request removes the toggle and turns V1 on for every
instance
> - The benefit is one artifact presentation for all users, with an off
switch for hosting operators

## Linked Issues or Issue Description

Refs #17228
Refs #17263

**Is your feature request related to a problem? Please describe.**
Artifacts V1 shows only on instances where an admin turned on an
experimental setting. Other users see the previous cards.

**Describe the solution you would like**
Show Artifacts V1 on all instances. Remove the toggle from Experimental
settings.

**Describe alternatives you have considered**
A new default without a change to the hook. This does not work, because
many instances have a stored false that nobody chose, and no toggle
would remain to change it.

## What Changed

- Removed the Artifacts V1 card from Instance Settings, Experimental.
- Changed `enableArtifactsV1` to default on in the schema, the feature
catalog, and the settings service.
- Changed `resolveArtifactsV1Enabled` to ignore a stored false. It
honours false only when the value comes from managed config.
- Kept the flag and the previous cards, so a hosting operator can hold
V1 off.
- Kept the key in the Cloud staging list, so a managed false does not
hold V1 off on staging.
- Updated unit tests, the Artifacts V1 plan, and the directions-lab
Today reference.
- Moved the attachment and upload e2e specs and the runner download
helper to the V1 rows.
- Added V1 tests for a Markdown review: expansion, deep link, and open,
raw and download actions.

## Verification

- `cd ui && npx vitest run`: one test file failed before its fix. That
file tests the previous cards, and it now mocks the hook to off. I reran
it with the other changed UI tests, and they pass. I did not repeat the
full UI run after the fix.
- `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/text-attachment-tabs.spec.ts
tests/e2e/artifact-uploads.spec.ts
tests/e2e/artifact-tab-arrival.spec.ts`: 10 tests pass on V1.
- `tests/e2e/cloud-auth.spec.ts` failed once in CI on a task heading. It
does not touch artifacts, and 10 local runs pass.
- `cd server && npx vitest run src/__tests__/instance-settings`: 183
tests pass.
- `cd packages/shared && npx vitest run src/feature-catalog.test.ts
src/validators/instance.test.ts`: 35 tests pass.
- `pnpm run check:token-gates` and the `ui` and `server` typechecks
pass. I did not run the full repository check.
- In the artifact directions lab, with no stored settings, the Today
right panel renders the V1 rows.
- I did not test this on a live instance. After merge, confirm on
staging that the Experimental page has no Artifacts V1 card and that all
three surfaces show V1.

## Risks

- All users see V1 after the next release, not only staging users. To
revert, revert this pull request.
- Users cannot turn V1 off. Only a hosting operator can, through managed
config, and not on Cloud staging.
- An instance with a managed `enableArtifactsV1: false` stays on the
previous cards. The cloud harness source has no reference to this key,
but I cannot read the live fleet configuration.
- V1 surfaces render before settings load. An operator-held instance can
briefly show V1 before the previous cards.
- Admins who use the API can still write the flag. The write has no
effect on unmanaged instances.

> 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

- Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with
tool use and code execution.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-11-05 08:14:49 +00:00
2ccc7d37ef feat(ui): retain approved reads across outage reloads (#18825)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board already retains loaded reads during a temporary server
failure.
> - Reloading the page removes that in-memory data.
> - A deploy can then leave a returning user without the shell or recent
tasks.
> - This pull request saves an explicit, limited set of reads in the
browser.
> - Cached identity supports display while fresh session checks protect
writes.

## Linked Issues or Issue Description

**What happened?**
A reload during an API outage loses the board's loaded reads. An
automatic worker update can also reload a hidden tab while a write is
pending.

**Expected behavior**
Show the cached shell and recent tasks during a temporary outage. Limit
saved content by user, company, age and build. Clear it on sign-out.
Wait for a fresh session before sending account-bound writes. Defer
automatic reloads while work is pending.

**Steps to reproduce**
Open a task and settings while online. Return 503 from the API and
reload. Restore the API. Sign out and confirm that saved query records
are gone. Discover a worker update while offline or during an autosave
and confirm that it waits.

Stacked on Refs #18822. Related durable-write foundation: Refs #17960.
The outage browser suite follows in a separate test PR.

## What Changed

- Persist an exact read allowlist through TanStack Query dehydration and
hydration. Save shell preferences, company/sidebar data, agent/project
lists, plugin UI metadata, the first inbox page, and 20 recent tasks.
Task UUID and identifier reads share one recent-task slot.
- Namespace records by user and company. Retain eligible reads across
normal memory garbage collection, expire each read after 24 hours, and
discard them after a build change. Unstamped builds disable hydration
and persistence while retaining sign-out cleanup. Use the existing
instance-wide plugin contribution query in the user's root record.
- Exclude session credentials and bootstrap data, embedded plan
documents, comments, preview work products, provider credentials and
environment values, browser capabilities, pairing data, other queries,
and mutations. Restore only display identity from session data. Preserve
safe agent provider/model display fields and configuration object
shapes. Apply the projection on save and restore.
- Clear saved reads on sign-out, cross-tab account changes, and
definitive session denial. Keep revocation working on plain HTTP without
crypto.randomUUID. Use per-user revocation revisions to reject delayed
writes and stale records. Preserve a newer account. Remove every
UUID/identifier projection and nested inbox copy of a denied task.
- Detach shared GETs when the account changes or signs out. Load
complete, freshly authorized agents before opening bulk settings from a
display-only roster. Retire a pending bulk-editor result or error when
row, select-all or clear changes the selection, including a
clear/reselect of the same agent.
- Require a fresh server lookup before account-bound writes, pending
task creation, or mounted autosaves resume. This includes automatic task
read receipts, inbox archives, workspace preferences and primary-agent
choices, with optimistic archive changes gated too. Cancel the old write
scope when the verified user changes. Release completed archives through
account-independent cleanup without restoring old cached rows; an old
operation cannot clear a newer hide flag. Retry unconfirmed read
receipts after a fresh session succeeds for the original account, and
remember confirmed receipts across refreshes. Track pending reads per
task so opening another task sends its receipt immediately; revisiting
reuses an outstanding receipt and its original account scope.
- Defer a hidden-tab worker reload until connectivity, mutations,
durable sends, and autosaves are safe. Synchronously count each
unresolved operation across online rate-limit retries. Release a
cancelled target’s unused dirty token when an editor changes tasks; keep
stored drafts, admitted saves and queued retries. Cover autosave
debounce, newer edits, navigation and undo.

## Verification

- Current head `fe4f682c879` is merge-ready: all 54 check runs completed
(52 successful, one skipped, one neutral), the legacy Snyk status is
successful, and both `ci / verify` and `ci / e2e` pass in run
`41752927822`. Greptile Apex reviewed this exact head at 5/5 with zero
unresolved threads; the branch has no merge conflicts. All three PRs now
meet the merge-ready bar; the stack remains unmerged pending operator
approval.
- Greptile Apex reviewed exact current head `fe4f682c879` at 5/5 with no
actionable findings and zero unresolved threads (summary updated
2026-11-04 at 01:24:40 UTC). Both settings-account and pending-selection
findings are fixed, replied to and resolved. The branch has no merge
conflicts. Current-head CI now passes in run `41752927822`.
- Seventeen new cases cover settings restored from actual saved query
records, matching/changed/signed-out identities, denied verification,
late crown responses without overwriting newer reads, and bulk-selection
changes during successful/failed reads. Sixteen fail the preceding
source and one preserves denial compatibility. Both settings paths reuse
the existing account-bound mutation guard; its optional explicit
QueryClient supports the workspace hook’s existing detached-host mode.
Primary-agent optimistic updates begin only after verification and
cleanup checks ownership and the cache revision.
- Earlier CI run `41749456480` on prior head `2cf7516f18c` has one real
server test failure: the owned-runtime case in
`idle-completed-history.test.ts` could not reach its HTTP child on port
34757 within 10 seconds (99 refused probes). Its other 1,829 cases pass
and three skip; the only other unsuccessful job is the downstream
`verify` gate. The exact selected case passes locally, and the entire
75-case file passes in 72.19 seconds on the exact `2cf7516f18c` source
tree with isolated PostgreSQL and a real child process on macOS
arm64/Node 25.6.1. The Linux CI startup cause remains unknown; these
local results are not a fix or CI acceptance. One failed-jobs retry with
debug logging was accepted on that unchanged head, then superseded by
the later settings fixes. Current-head CI remains required; no source
change was made for this failure.
- Current cache head `fe4f682c879`, based on read head `09d1db29dea` and
master `683fa4725e9`, passes all 1,198 focused tests across twenty-eight
files, UI typecheck, token gates and the enforcing query-error guard.
Dependent browser head `228c1b68d30` contains this exact application
source and passes standalone strict checking of all three browser specs.
Current-head CI now passes in run `41752927822`.
- Three new navigation regressions fail the preceding application source
and pass with the fix. They open three cached tasks before any receipt
resolves, leave the page before success or failure, revisit an
outstanding read without duplicating it, and recover an older failed
receipt after a fresh session succeeds while a later task remains
pending.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Nine new cases cover archive success/failure after sign-out and
another account takes over, both mounted and unmounted; cleanup
ownership when a newer archive uses the same task; session-check 429
exhaustion followed by matching, changed or signed-out identity; and a
failed read receipt followed by a new session read. They verify no
old-cache restoration, toast or navigation, retained newer hide flags,
no failed-check loop and no duplicate confirmed receipt. Seven fail the
previous implementation; two compatibility cases retain account-change
suppression. Initial test error-constructor and query-notification
timing assumptions were corrected before the passing checks.
- The inherited skills/app error-priority fix passes all 60 affected
tests and UI typecheck on both application branches. Its twelve new
regression cases fail the preceding read implementation. The
persisted-cache suite includes 48 cases.
- Six new regressions fail against the preceding application source and
pass with the fix. Actual worker-update and mutation-cache listeners
cannot reload a hidden tab between online 429 retries; the original
create key survives, and the update reloads once after a receipt. Real
self-hosted and Cloud sign-out work without crypto.randomUUID, with
stamped and unstamped builds. Saved reads are removed and account write
scopes are invalidated. An initial test-fixture type annotation error
was corrected before the passing typecheck.
- The 48 cache tests cover actual five-minute memory GC, the 20-task
bound across saved and live reads, original 24-hour expiry, denial
before session verification, unstamped cleanup, cross-tab revocation and
delayed flushes. Private GETs cannot cross account transitions. Bulk
edits require complete current agent data. Undo releases the update
blocker while preserving the Saved indicator.
- All 23 built-UI outage/write/loading cases pass in 4.5 minutes on
exact integrated head `228c1b68d30`, containing current cache revision
`fe4f682c879`: ten outage, six durable-write and seven loading cases.
The run uses bundled Chromium, the built UI, a fresh local-trusted
server and isolated embedded PostgreSQL on macOS arm64/Node 25.6.1. All
three specs pass standalone strict TypeScript checking. Owned temporary
server and database stopped.
- Earlier browser runs exposed and fixed cached-header, native Storage
cleanup and replay/session defects. A prior run passed 21/22 because
real WebSockets contradicted the simulated HTTP outage; the fixture now
closes existing socket pairs and holds new sockets through the same
outage deadline. An older CI run exposed a disposed response in the
Inbox route callback; pre-navigation snapshots remove that lifetime, and
the current full run includes that repair. Earlier failures and their
diagnosis remain in the discussion. The current full run passes. Broader
historical workspace failures remain documented in Refs #18822; this
does not claim a clean full workspace suite.
- Current-head CI passes on `fe4f682c879`. Controlled local outages do
not complete hosted authentication or a real Cloud restart/deploy
acceptance.

Commands for the current cache change and inherited read fix (the
current focused run also includes src/lib/inboxArchiveCache.test.ts and
src/pages/Inbox.test.ts):

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui exec vitest run src/hooks/useDurableSubmit.test.tsx src/hooks/useDurableAutosave.test.tsx src/hooks/useSignOut.test.tsx src/lib/persisted-query-cache.test.ts src/lib/service-worker-updates.test.ts src/lib/service-worker-cache-policy.test.ts src/lib/pending-send.test.ts src/lib/issue-execution-policy.test.ts src/components/InlineEditor.test.tsx src/components/MarkdownEditor.test.tsx src/components/NewIssueDialog.test.tsx
pnpm --filter @paperclipai/ui exec vitest run src/components/agents/AgentBulkRoster.test.tsx src/components/agents/AgentBulkSettingsSheet.test.tsx src/hooks/useAccountBoundMutation.test.tsx src/pages/IssueDetail.test.tsx src/components/TaskChatThread.test.tsx src/components/TaskChatThread.task-creation-order.test.tsx src/api/client.test.ts src/api/agents.test.ts
pnpm --filter @paperclipai/ui exec vitest run src/hooks/useCoordinatorWorkspaceEnabled.test.tsx src/context/PrimaryAgentProvider.test.tsx src/components/CoordinatorWorkspaceSetting.test.tsx src/components/primary-agent/PrimaryAgentPresentation.test.tsx src/components/MobileBottomNav.coordinator.test.tsx src/components/CoordinatorSidebar.test.tsx src/pages/Issues.coordinator-routing.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This deliberately saves task content on the local browser for up to 24
hours. The allowlist excludes credentials and ephemeral capabilities.
Local storage can be disabled or full; persistence then fails without
blocking the app. Restored data can be stale and never grants server
access. A user or access change clears cached account reads and
invalidates pending writes. The browser outage suite and real hosted
deploy acceptance remain release requirements. There are no migrations
or new dependencies.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed.

## Checklist

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 15:40:30 -08:00
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## Checklist

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandPaperclip e54f9fbf82 fix(secrets): expose secure human entry in native discovery (#18927)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Some tasks need a company credential or the current person's
credential.
> - Paperclip already has secure human entry forms for these values.
> - Native connection guidance did not distinguish storing a credential
from connecting an external service.
> - Native API search also omitted the existing secure entry route from
secret operation help.
> - This change makes that route discoverable while preserving human and
owner authority.

## Linked Issues or Issue Description

Refs #18780. Related #18921 corrects a separate observer false positive.
Neither PR owns this production guidance change.

**What happened?**

A request to store an existing company or personal credential could lead
to an unnecessary external provider question. Native API search did not
explain the existing human entry surface.

**Expected behavior**

An agent can find the existing secure form, direct the human to the
matching entry, and verify the result through its authorized interfaces.
The agent must not ask for values in chat or act as the human.

**Steps to reproduce**

Search the native API for a company credential or personal publishing
credential. The result should name the supported Secrets settings route
and its human authority boundary. Open a known personal definition link
and confirm that the existing Set my value action appears.

## What Changed

- Distinguish Paperclip credential storage from external connection
discovery in shared native guidance.
- Describe the existing Secrets settings route, secure entry actions and
current-person boundary in OpenAPI help. Qualify definition detail links
as admin-only; other members use My secrets and Set my value.
- Exercise discovery through the actual OpenCode MCP bridge and native
API catalog.
- Retain agent denials for personal definition and value routes.
Exercise the real Secrets UI definition link.

## Verification

- Focused local checks: four suites, 78 tests passed. These cover native
discovery, secret-route permissions, shared guidance and the Secrets UI.
- The new discovery test fails against unchanged master OpenAPI help. It
passes with this change.
- Token gates and diff checks passed.
- Full workspace typecheck passed. The first attempt found missing SDK
links after script-free installation; the existing root postinstall
helper restored them. An unprivileged retry also hit the local tsx IPC
sandbox restriction. The corrected owned setup passed without source
changes.
- Full local workspace build passed. The full local test run stopped in
chat shard 2: one Discord receiver-lease test failed during initial
configuration. That shard passed 263 tests; the first shard passed 310.
The test and owning lease/configuration sources are unchanged from
master. One focused isolation passed without code changes. Its cause
remains unknown; this is not a complete local test pass. No unrelated
Discord code was changed. [Normal hosted
CI](https://github.com/paperclipai/paperclip/actions/runs/41773266687)
passed on exact head `0abb8b722779368109b9639f68122d7df02a8ab1`.
- Fresh Greptile review reports 5/5 on the exact current head; all
review threads are resolved. Paperclip Review remains in progress. The
optional Superagent scan is neutral/inconclusive: Security Graph context
retrieval returned HTTP 503 and assessment did not start. It supplies no
security PASS credit.
- A retained representative native attempt with this guidance produced
the correct definition-scoped secure-entry link. Its observer then
rejected an explicit warning against chat entry. That failed result
remains unchanged. Human entry, saving the value and worker delivery
were not exercised. This PR claims no complete product-eval pass.

## Risks

This changes agent guidance and search ranking. It grants no new
permission and changes no secret resolution or owner checks. Broader
service-connection discovery still applies when a task needs a
connection. The secure human forms are unchanged.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with repository tools, code
execution and test analysis. The host does not expose the context-window
limit.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — the 78 owning controls
pass; the broad local failure remains disclosed 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 — normal CI passed; optional
review states are disclosed above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-04 07:01:57 -06:00
DottaandPaperclip 652cd76026 fix(ui): expose Stop for failed native retries (#18899)
## Thinking Path

> - Paperclip manages agents and their tasks.
> - A native run can fail while it still owns a same-run retry.
> - The server supports Stop for that pending execution.
> - Run details show Cancel only for queued or running records.
> - A failed pending retry therefore has no ordinary cleanup control.
> - This pull request exposes the existing Stop eligibility and uses the
existing cancellation endpoint.

## Linked Issues or Issue Description

Refs #14743 and #14733 for correlated native Stop. Those changes cover
backend cancellation and protocol qualification. They do not add the
failed-run control to run details. Searches of current master and open
PRs found no matching UI repair.

**What happened?**

A native run can show failed while its coordinator still owns a
retryable failure with no accepted result. The backend can cancel that
retry. Both run-detail implementations hide the cancellation button
because the record is terminal.

**Expected behavior**

The selected run offers Stop when the server confirms that pending
native retry. Unknown, legacy, terminal and accepted-result states do
not gain this control. Existing queued and running cancellation stays
available.

**Steps to reproduce**

Render either run-detail implementation for a failed native run with an
eligible retry. The original UI has no Stop button. The original batched
execution projection has no eligibility field. The regression tests
exercise both real components and the actual PostgreSQL projection
query.

**Paperclip version or commit**

The missing control and projection field were reproduced on
44a4ca1c61. Fresh master 8fd917aedf has
identical affected production blobs before this repair.

**Deployment mode**

Board run details for a native Runner task. Local verification uses
rendered React components and PostgreSQL. No hosted task mutation or
provider retry was performed.

## What Changed

- Add optional `execution.canStop` to the existing batched projection.
Read the matching retryable coordinator and absence of an accepted
result. The cancellation endpoint remains the authority owner. Add no
database queries.
- Exclude Grok failed retries from the new hint and both consumers. The
existing Grok Stop endpoint cannot accept a failed retry before
assignment. Keep this limitation explicit and preserve its active-work
authority checks.
- Show Stop for eligible failed runs in both run-detail consumers. Keep
the existing cancellation endpoint and its company, actor and row-lock
checks.
- Use the existing request-correlation contract for failed-native Stop.
Persist one scoped identity before sending and recover it after remount
or reload. Read a matching canonical claim only for the same board
actor, company and run. Use the existing UUID fallback on ordinary HTTP.
Never retry Stop automatically. Refresh the selected run and history
after either outcome.
- Report a stale conflict or a true no-op200 response. Accept a matching
durable pending cancellation intent without requiring terminal
acknowledgement. Keep running, queued and Grok calls unchanged.
- Add actual rendered interaction tests, real batched-query controls and
a short execution contract. Keep maps unchanged for this bug fix.

## Verification

- Untouched UI and real Postgres producer reds cover missing Stop and
missing eligibility. A valid Grok review found an unsupported failed-run
action; actual broker, projection and rendered controls reproduce it
before exclusion. No backend authority was expanded.
- The original60-case focused suite passed, including26 rendered cases,
the batched producer, and actual Grok broker/assignment fences. The
related57-case scope passed before the Grok correction; it is not
presented as final-head proof.
- A fresh native4/5 review found a stale200 no-op. Both actual rendered
consumers failed that new assertion. The real authenticated
HTTP/Postgres fixture proves `canStop=true`, coordinator revocation,
uncorrelated unchanged200 with a cancellation activity, and existing
correlated409 with no new activity or run mutation.
- The correlated repair passed82 affected cases before master
reconciliation. Exact `74c60c9ffe11c05bc85f3d0fa5a136f7e9d445cd`
passed80 rendered/API, HTTP and native-correlation cases. The render
scope verifies request bodies, stable identity after an unknown outcome,
no-op200 error, pending intent acceptance, wrong-run/request denial and
existing active/Grok behavior.
- Subsequent current-head reviews found remount identity loss and
unavailable `crypto.randomUUID` on ordinary HTTP. The corrected helper
passed 52 rendered cases across both consumers, including an unknown
response, initial scoped storage persistence, a prior browser record
with a unique never-mounted run identity, exact ID reuse, canonical
claim recovery, actor switch, wrong run and HTTP UUID fallback. A real
local-board identity mismatch was reproduced with two additional reds
before using the actual server-projected actor ID.
- Real authenticated HTTP and existing native-correlation suites passed
45 cases for canonical claim recovery and actor fences. Production UI,
server and vendored Runner builds and all server/UI type layers passed
at the prior reviewed helper head; exact final
`e0f723b1c86f1529029bf141943323764de28c22` UI types, token gates and
production build passed.
- Fixture failures are retained separately: a missing local SDK build
dependency, and a missing coordinator FK teardown in the new HTTP
fixture. Neither is a behavior red. Both fixtures were corrected and the
affected tests passed.
- Previous-head3d CI required one diagnostic rerun after a Runner
shutdown and a real account-list migration assertion. Two
untouched157-test runs did not reproduce the assertion. Complete
original row equality is unavailable. The assertion remains unresolved;
no test was sorted, skipped or changed to green CI.
- Previous-headf12 CI lost eight child runners. Its one authorized
failed-job retry also lost e2e5 to an explicit shutdown. No second retry
was issued. Those failures remain recorded. Current-head CI and both
substantive reviews are required; older checks and grades are not
credited.
- Previous-head74c CI found a real monitor scheduler timeout. An
untouched local replay and diagnostic-only replay reproduced it: the
original manual-monitor run was still running at the unchanged
three-second deadline. The cause remains unresolved; temporary
diagnostics were removed, and no assertion, timeout or production
monitor policy was changed. No CI retry was issued.
- Exact local `906af5c942ee0963eb4b64552160b57a18bcd2d1` integrates
normal master after #18930 merged. All reviewed Stop production and test
blobs remain unchanged from `e0f723b1c86f1529029bf141943323764de28c22`.
The four rendered, projection, HTTP and correlation files passed 99
cases after integration. All UI/server type layers, token gates and
production UI/server/Runner builds passed at that exact head; the server
build stamp records it.
- Previous-head e0 CI reported a Discord ownership error. That original
failure is preserved. Separate #18930 proves and repairs receiver
construction/renewal races with the same error; the original CI
scheduling order remains unproved. This branch now contains that
ordinary master merge and requires fresh CI rather than rerunning the
old failed attempt.
- Full repository checks were not run locally for this narrow slice. No
hosted task, provider execution or Stop receipt was created by this
work.

## Risks

Grok failed retries remain unsupported by this UI change. The existing
Grok running and queued Stop action, revoke path and assignment fences
are unchanged. A valid initial review caught the overbroad hint; actual
broker, projection and rendered regressions reproduce it before
correction. No backend cancellation authority was widened.

The optional hint can become stale. It grants no permission. The
existing cancellation path rechecks current authority and can reject the
request. Run details show that rejection. Older servers omit the hint,
so failed runs keep their existing behavior until the server updates. No
retry, task hold, accepted-result decision or provider receipt is
changed.

## Model Used

OpenAI GPT-6.1 Sol (`gpt-6.1-sol`) in Codex, with source editing,
terminal execution and tool use. The host did not report its
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 23:18:08 -06:00
DottaandPaperclip f1fb1bcb8a fix(ui): let Done close completed Slack setup (#18878)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connections let people talk to their assigned agents.
> - Setup saves a completed state after the connection is ready.
> - A saved setup link can still open Success after completion.
> - Done submits completion again, which the server rejects.
> - This pull request opens settings when the Slack setup is already
complete.
> - Users can close the saved setup without changing the bot's
lifecycle.

## Linked Issues or Issue Description

**What happened?**

Reopening a completed Slack setup shows Success. Done then shows
“Couldn't finish setup: This connection is not waiting for a setup
test.” The user stays in the wizard.

**Expected behavior**

Done opens the saved connection settings. A paused bot stays paused. A
setup that is still awaiting completion must use the existing
verification request.

**Steps to reproduce**

1. Finish a Slack connection.
2. Reopen its saved chat/connect link with provider=slack and its resume
parameter.
3. Click Done on Success.
4. Observe the completion error instead of the settings page.

**Paperclip version or commit**

Reproduced live on Core da77c1bcfa. The
handler is unchanged on this branch's base
51d1d4ce07.

Related: #18837 and #18722. Also inspected #15828; it changes required
tests for other providers and explicitly excludes Slack. This fix covers
reopening a completed Slack setup.

## What Changed

- Done opens settings for a Slack setup whose saved step is complete.
Both the provisioned Success view and manual Try view use the same
action. Unfinished setups retain the existing completion request.
- Add active and paused completion cases for managed, automatic and
manual setup. Keep positive cases for unfinished setup.
- Extend the managed and automatic browser journeys to reopen the saved
link, reject duplicate completion requests, click Done, and reload
settings.
- Add completed-state previews and make the Slack fixture reject
duplicate completion, as the real server does. Update the provider
guide. Maps are unchanged.

## Verification

- Six component regressions failed on the original handler because it
submitted completion again.
- All 38 wizard/clipboard component cases passed after the handler
change. All 284 related chat UI tests across 19 files passed. The final
fixtures add the required welcome-status field.
- Repository typecheck and build passed. UI token gates and Storybook
catalog checks passed (3076 stories; structural only). All 9 Slack
browser cases passed in 1.5 minutes on Node 24, including completed-link
exit and settings reload for managed and automatic setup. Their provider
responses are mocked. Fresh deployed acceptance remains pending. Full CI
[41734669956](https://github.com/paperclipai/paperclip/actions/runs/41734669956)
passed on attempt 2 for exact head
`4a3bf180929df57350389f45e4c6acfa822e8ddc`. Greptile and Ponytail both
give this head 5/5 with no actionable findings.
- Completed-state production previews passed for managed and automatic
setup. These previews check the rendered state and Slack handoff; exact
Done navigation is covered by the browser journeys. One preview
text-locator wait timed out; fresh accessibility state and the saved
image then showed Story status Pass with all three assertions passed.
- CI attempt 1 lost its typecheck runner while unpacking the Rust
dependency cache. Typechecking had not started. The log is retained. All
test jobs passed in attempt 1; its verify summary failed only because
typecheck had failed. The failed-only retry passed on the same commit.
- The initial typecheck found two new fixtures missing welcomeStatus.
Those fixtures were corrected; the failure log is retained.
- The live returning-user attempt is preserved as failed. The Slack bot
answered the fresh probe, but Done returned the error above. The
original toast expired before its journey screenshot; a separate
ordinary-UI reproduction captured the visible toast. This is not a live
pass of the new fix.
- The full local server Vitest suite was not repeated for this UI-only
change. Full CI passed before merge.

## Risks

The action uses the server-reported completed setup state to leave the
wizard. It does not activate, unpause or repair a bot. Settings load the
saved connection through the existing access checks. Unfinished setups
still use server verification. API contracts, credentials and provider
permissions do not change. Concurrent completion from another tab is
unchanged: a stale test-step tab can still need a reload after a
conflict.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository editing, browser
use and command execution. The runtime does not expose a more precise
model ID or context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 17:20:07 -06:00
51d1d4ce07 fix(ui): refine coordinator navigation and task list defaults (#18831)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Coordinator workspace puts chat, tasks, and human decisions in
one navigation.
> - Its task menu exposed only two views and always opened All tasks.
> - Its sidebar hid search under More and showed an empty Recents
section.
> - This pull request restores the four task views and saves each user's
last selection.
> - It also groups the main navigation and makes the task list use the
page background.
> - Users can return to their preferred task view and find search from
the sidebar.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Coordinator sidebar and task collection.

**Subsystem affected**

ui/ — React and Vite board UI.

**Current behavior**

Coordinator opens All tasks and offers only All tasks and Needs
attention. Search lives under More. Empty Recents content takes sidebar
space. The task list inherits a darker root background.

**Proposed behavior**

Tasks starts in Inbox for new users. The menu contains Inbox, Unread,
Needs attention, and All tasks. The selected view persists per user in
browser storage. The sidebar groups Chat, Tasks, and Needs you between
New task and More. Search sits beside the organization menu. Recents
appears only when entries exist. The list surface and edge fades match
the local page background.

**Reason and benefit**

The page starts with personal work and restores the user's last choice.
Navigation gives search a fixed location and removes empty content.

**Breaking changes**

Unread task-view links now stay on Coordinator Tasks. Retired
merged-Inbox views keep their existing Inbox routes. Organization-filter
links without an explicit view still open All tasks. Needs attention
keeps the existing pending-decision feed. The initial Inbox rule applies
to Coordinator. Task lists now default to newest updates, including
task-detail subtask lists. Saved and URL sort choices stay intact.

**Additional context**

Related merged work: Refs #18703, Refs #17983, Refs #18323, Refs #18492.
The GitHub search found no duplicate open PR for these changes. This is
focused UI polish within the existing workspace and does not add a
roadmap feature.

## What Changed

- Default task lists to Last updated descending and show that active
header. Keep descendants with their parents while nesting is on; use a
flat newest-first order when nesting is off. Task-detail subtask lists
use this default and retain checklist controls. Saved and URL sort
choices keep precedence.

- Add space after New task and before More. Add header search with the
existing command palette action.
- Use “Needs you” in desktop navigation, mobile navigation, and the
decision page.
- Hide Recents when no entries exist.
- Restore the shared four-view task menu. Default Coordinator to Inbox
and save the last view per user.
- Read unread tasks through the server's viewer read filter. Preserve
task hierarchy and existing filtered links.
- Use the resolved local-board identity for Inbox. Keep Inbox and Unread
selected when a status filter changes. Load accessible read ancestors as
context for unread subtasks.
- Resolve task-list and edge-fade surfaces against the Coordinator
background token.
- Update view, routing, navigation tests, and DESIGN.md.

## Verification

- Passed for the sorting update: 344 tests across the task-list, classic
and streamlined nesting, Coordinator task page, and task-detail suites.
- Passed for the sorting update: 30 Storybook catalog and map checks,
token gates, UI typecheck, and UI production build.
- Browser check: a task-list URL without sort parameters shows Last
updated descending as the active sort.

- Passed: `pnpm -r typecheck` after rebase onto master.
- Passed after review fixes: 91 tests across seven affected task-view,
routing, identity, navigation, and decision-page suites.
- Passed after review fixes: UI typecheck and UI production build.
- Passed: `pnpm check:token-gates` and `git diff --check`.
- Browser checks: Inbox opens on the first task visit. The menu shows
all four views. Unread survives leaving Tasks and returning, and
survives reload. Header search opens the command palette. Empty Recents
is absent.
- Browser style check: the page, task-list section, row groups, and
edge-fade token resolve to the same local background.
- Passed: `pnpm build` after rebase onto master.
- Local full-suite run: all six chat integration shards passed (1,834
tests). Stopped the remaining local run after all latest-head CI test
gates passed. The local full suite did not finish.
- Greptile: 5/5 on current commit `5fc50d616c`, with all three earlier
review findings fixed and all threads resolved. The sorting update added
no new review findings.
- Initial CI failed in [browser shard
1/8](https://github.com/paperclipai/paperclip/actions/runs/41702707260/job/126156263776).
The cross-organization UUID task-link test reached its 5-second heading
assertion timeout. The failure screenshot and page snapshot show the
correct task heading. The precise cause of the timeout remains unknown.
- Passed during CI diagnosis: six focused Chrome browser runs, then all
35 tests from the same shard on the unchanged branch. Task links
resolved to the target organization and attachment uploads completed.
- Passed on the single unchanged-head CI retry: [all 35 tests in browser
shard
1/8](https://github.com/paperclipai/paperclip/actions/runs/41702707260/job/126184223560),
including the original UUID task-link case. This establishes recovery;
it does not establish the original timeout cause.
- Passed: [all CI gates for commit
`5fc50d616c`](https://github.com/paperclipai/paperclip/actions/runs/41702707260).
The final aggregate gate passed. No check is pending or failing. Three
checks are skipped as expected, and the optional Superagent scan is
neutral.
- Review: confirm the sidebar order, four task views, saved view after
navigation, and matching list background.

## Risks

- Task-list defaults change from Task ID order to newest updates.
Task-detail subtask lists use the same default instead of workflow
order. Existing saved and explicit sort choices remain available.

- Low risk. New Coordinator users start in Inbox instead of All tasks.
- The view preference stays in this browser and does not sync across
devices.
- The task collection keeps its existing paging behavior.
- Unread URLs now select the native Coordinator task view.

## Model Used

OpenAI Codex, GPT-6 family. The session did not expose a more specific
runtime model ID or context-window size. Used code editing, terminal
tools, and browser verification.

## Checklist

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

---------

Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 14:39:09 -08:00
DottaandPaperclip a80eec1164 fix(recovery): continue Retry after completed file preservation (#18845)
Reuse completed file preservation for task Retry and show bounded admission explanations, including newer saved messages and identifier routes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-03 16:01:27 -06:00
DottaandPaperclip 519b345d69 fix(ui): expose governed retained-file recovery (#18848)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must preserve saved work before it admits another
attempt.
> - Retained-file recovery already has an authorized API and a bounded
worker.
> - The task UI hid that operation when workspace repair blocked
execution.
> - The run inspector could check source identity but could not request
preservation.
> - This pull request exposes that existing operation with its exact
source binding.
> - The worker still owns file verification, stop receipts, and
execution release.

## Linked Issues or Issue Description

Refs #18678 and #18803 for the existing retained-source and continuation
contracts.

**What happened?**

A failed native run could leave an active, system-owned export recovery
action. The task showed a generic Retry control. Its workspace repair
gate correctly refused another provider turn. The run inspector offered
only read-only source inspection. The authorized file-preservation API
had no production UI caller.

**Expected behavior**

An authorized board operator can request preservation of the exact
retained files. The UI keeps the repair hold until the server records
verified preservation. A lost response must keep the same request
identity.

**Steps to reproduce**

1. Use an active retained-export action whose workspace recovery is
blocked and retryable.
2. Open its source task while `workspaceRepairRequired` is true.
3. Open the exact failed run and inspect recovery.
4. Before this change, neither surface can request the existing
file-preservation operation.

**Paperclip version or commit**

The focused regression fails on master
`1f55073f96b2485f49f98ee8c261aa14ec2f79ac` before the production UI
edits.

I checked the roadmap and searched open public PRs for this UI repair.
No duplicate was found. This is a repair to the existing recovery
capability.

## What Changed

- Add Recover saved files to the existing task recovery area and
exact-run inspector. Reuse the current board task-mutation access check
and the existing `recoverWorkspace` API.
- Read the exact action, run, company, task, and source observation
again before sending. Refuse changed, retired, foreign, unverified, or
non-retryable sources.
- Save one account-scoped request before POST. Keep its key through a
lost response and reload. Reconcile with GET before an explicit resend.
Use a new key only after an explicit click and a fresh, confirmed
exhausted attempt; do not resend automatically.
- Show queued, recovering, blocked, and verified receipt states
separately. A request acknowledgement does not mark files saved or
resolve the task hold. Hide generic Retry for native export holds. Keep
the existing Retry path for legacy restoration.
- Cover both mounted surfaces and negative access, source, account,
persistence, duplicate-click, and lost-response cases. Update the
existing design guidance and correct the affected run-detail recipe
only.

## Verification

- RED: the new component regression fails with `missing Recover saved
files` before production changes. The original failure is retained.
- GREEN: 265 tests pass across
`WorkspaceExportRecovery.control.test.tsx`,
`WorkspaceExportRecovery.test.tsx`,
`RunWorkspaceRecoverySurface.test.tsx`, and the full
`IssueDetail.test.tsx` suite.
- Review RED/GREEN: the prior UI reused the failed key after a confirmed
exhausted attempt. A focused regression now proves a different key for
an explicit new attempt, while the lost-response controls still prove
key reuse. Mounted task controls prove that verified native preservation
stays available, unverified or stale native sources never offer generic
Retry, and viewers cannot mutate. A separate RED against the exact prior
UI proves the lost legacy control. Its GREEN clicks the existing legacy
Retry API while the workspace hold remains active.
- Full UI TypeScript check passes: `node scripts/run-tsc.mjs -p
ui/tsconfig.json --noEmit`.
- `node scripts/check-token-gates.mjs`, `node scripts/check-maps.mjs`,
and `git diff --check` pass. The map check proves structure only.
- One early legacy test probe used an unsigned fixture and a readonly
array; those setup failures are retained. The corrected same-user
fixture proves the source RED and GREEN. The first test command used an
unnamed project filter and stopped before loading tests. The corrected
package configuration produced the recorded RED. One initial storage
fault probe did not intercept jsdom's storage method; the corrected
prototype fault proves that unavailable storage sends no POST.
- Dependencies use Node 24.22.2 and a frozen pnpm 9.15.4 install with
scripts disabled. The maintained shared and SDK prerequisite builds pass
on this base. No dependency or lockfile changes are included.
- A later Paperclip Review follow-up found the plain-HTTP UUID gap. Its
focused regression fails before POST with the prior direct call, then
passes with the existing UUID helper. The same storage, lost-response,
retry and source controls remain green.
- Original full CI `41715060582` fails two Cloud-auth task-entry browser
checks at their existing heading assertion. The retained original
artifacts show a late task pane (one already contains the heading; one
still shows Loading conversation). The cause remains unproven. No auth,
fixture, timeout or assertion change is included. Fresh Greptile is 5/5
with zero open threads and Paperclip Review passes on the UUID fix head.
Current full CI `41720068249` attempt 1 failed. Three workers were
terminated by AWS Spot capacity loss. The CLI startup and dense-ZIP
checks also timed out at their unchanged deadlines. The CLI/shared input
trees match a previous passing CI job, and the dense-ZIP case passes one
focused local check. The CLI timeout cause remains unknown. The
coordinator requested one bounded recheck. Attempt 2 succeeds on the
same source, with all current checks green. No source, fixture, timeout
or assertion changed for that recheck. The worker issued no retry. This
pass does not establish the original CLI timeout cause.
- Full recursive typecheck, repository tests, and application build were
not run locally under the bounded UI verification scope. Full CI is
requested.
- No live preservation request, provider turn, deployment, or sandbox
cleanup was performed for this repair. Original saved-file recovery
remains unverified until rollout and real acceptance.

## Risks

The client access check is a display guard. The existing server
authorization and physical source, ownership, stop, and snapshot checks
remain authoritative. Unavailable browser storage blocks the request
before POST. A failed acknowledgement retains the request for its owner.
The UI never calls task Retry, recovery resolution, reconstruction,
provider execution, or destructive cleanup. The existing worker retains
its bounded recovery policy and may finish the saved result after real
preservation.

## Model Used

OpenAI Codex, GPT-6 family, with repository inspection, code editing,
and test execution. The exact runtime model ID and context-window size
are not exposed to this agent.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 16:00:03 -06:00
DottaandPaperclip ff80845756 fix(ui): show Slack workspace reconnect on saved setup errors (#18837)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack setup connects a saved agent draft to a workspace.
> - Workspace authorization can fail before the agent's Slack app
exists.
> - The error requested reconnection while its primary action said
Continue.
> - Older grants could also make retry provision instead of reopening
authorization.
> - This change names the recovery action and keeps it on the
authorization path.
> - People can reconnect from the same setup page and resume the saved
agent.

## Linked Issues or Issue Description

Refs: #18722.

**What happened?** A managed Slack draft showed “Reconnect your Slack
workspace to continue setting up this agent.” Its primary action was
Continue. The reconnect label depended on a registration that might not
exist, and a saved error or failed explicit authorization could be
ignored when an older grant remained available.

**Expected behavior:** Offer one enabled Reconnect Slack workspace
action that opens ordinary Slack authorization and resumes the saved
setup.

**Steps to reproduce:** Resume a managed Slack draft before app creation
with a saved manager reauthorization error, or fail an explicit
workspace authorization request. Inspect the recovery action with zero,
one or multiple older workspace grants.

## What Changed

- Show Reconnect Slack workspace for saved and local authorization
failures before app creation and for existing-app recovery.
- Honor the saved manager error and retain explicit authorization
intent, so retry authorizes rather than provisioning with an older
grant.
- Hide irrelevant workspace controls during recovery and allow
authorization before choosing an old grant. Use one recovery action.
- Cover zero, one and two older grants in component regressions. Update
the existing browser test to use the explicit action; add
production-wizard desktop/mobile recovery previews and provider
guidance.

The Slack provider UI owns this change. It uses the existing
authorization endpoint and shared footer; API contracts and provider
permissions are unchanged. Maps are unchanged.

## Verification

- Final head: `02234bd1afc61d404841a9fc2b7e457b0dc021bf`. Full CI
[41715544834](https://github.com/paperclipai/paperclip/actions/runs/41715544834)
passed on attempt 2, including all browser, server/chat, Runner,
typecheck, build, policy and canary checks. Greptile and Ponytail both
give this exact head 5/5; all review threads are resolved.
- All 20 managed setup tests and 276 related chat UI tests across 19
files passed. All 9 Slack provider browser cases passed on the final
source in 1.3 minutes using Node 24.22.2 and unchanged Playwright
configuration. Provider responses are mocked in those cases.
- Full repository typecheck and build passed earlier; final UI
typecheck/build, token gates and Storybook catalog checks passed after
the source refinement. All 30 map/catalog Node checks passed.
Catalog/map checks are structural. The full local server Vitest suite
was not repeated for this UI-only change; full CI covered it.
- Production-wizard browser previews covered saved recovery on desktop
and at 320 × 568, older grants, and failed explicit authorization. On
the final source, the visible retry with older grants returned to an
error-free workspace chooser, where Continue requires a choice.
Selecting a workspace and continuing was also exercised through the
message step during the preceding refinement. All provider actions in
these previews are simulated.
- The existing recovery path was independently exercised live in staging
through ordinary controls: Continue → Slack Allow → Success → Open Slack
→ real agent DM reply → Done → full reload. The new action label still
needs deployed acceptance. No live grant was revoked or duplicate bot
created to force the error.

Failures retained through acceptance:

- New regressions failed on the earlier sources for missing recovery
labels, ignored saved errors with active grants, a duplicate action,
disabled multi-workspace recovery, and lost explicit authorization
intent. The final tests require enabled recovery, authorization
navigation and no provisioning on that action.
- The first preview assertion raced workspace-options loading; it now
waits for the same enabled condition. A later multi-workspace return
assertion incorrectly expected the message step; it now checks the
required workspace choice and disabled Continue before selection. The
fixture's authorization flag is reset by a normal full reload. An
unsupported Testing Library `exact` option was caught by typecheck and
replaced with an anchored name regex. Failure screenshots remain
preserved.
- Earlier CI
[41707550300](https://github.com/paperclipai/paperclip/actions/runs/41707550300)
found the existing browser test still clicking Continue and an npm
canary-version collision. The locator was updated without removing
authorization-count/redirect assertions; subsequent packaging checks
passed. CI
[41709833527](https://github.com/paperclipai/paperclip/actions/runs/41709833527)
had runner shutdown/lost-communication interruptions; those earlier
successes were not used to qualify the final head.
- Final-head attempt 1 had a native Runner shutdown while unpacking its
cache, plus a distinct Cursor Cloud Stop assertion failure in the
package lane (4890 passed, 10 skipped). The Cursor Cloud case passed
unchanged in isolation, with its source subtree matching the CI merge
tree; the CI cause is not established. Both full Runner lanes then
passed on retry of the same reviewed commit, with successful checks
retained.
- One local browser invocation timed out during server startup on Node
26 before assertions. The first Node 24 wrapper invocation failed a
nested-npx package selector before assertions. Direct Playwright
execution with that wrapper variable cleared and unchanged timeouts
passed the final 9-case suite.
- Greptile flagged a routine regression paragraph outside feature-map
scope; it was removed. Ponytail then found the active-grant mismatch; it
was reproduced and fixed at the authorization decision. Both reviewers
now report 5/5.

## Risks

Saved reauthorization errors and retries of explicit authorization
requests now reopen existing Slack consent even when older grants
remain. Provider availability or browser consent can still prevent
reconnection. This change does not establish why the original workspace
grant became unusable; simulated previews are not live Slack proof.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository editing, browser
use and command execution. The runtime does not expose a more precise
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 15:16:53 -06:00
DottaandPaperclip 1f55073f96 fix(cursor-cloud): support API-only controllers on managed stacks (#18310)
## Thinking Path

> - Paperclip helps people manage AI agents at work.
> - Cursor Cloud hosts execution behind its API.
> - Product setup still expected a Paperclip Computer.
> - Managed-only tenants therefore rejected valid setup.
> - This admits the validated API-owned controller.
> - Authority, Stop proof, budgets and cleanup remain enforced.

## Linked Issues or Issue Description

Refs #18068 and #18069; both dependencies have merged.

**What happened?**

Managed-only setup still requested a Computer. Live tests exposed
missing Cursor Stop proof and duplicate replay.

**Expected behavior**

Use Cursor’s API controller. Verify provider/controller termination and
replay each log identity once.

**Steps to reproduce**

Enable native Runner/managed-only. Configure Cursor model/repository/key
without a Computer, then Test, finish setup, run and Stop.

## What Changed

- Derive API-only placement from validated native Cursor configuration;
reject placement/command/workspace/home overrides and keep
Kubernetes-only execution closed.
- Skip Computers/checkout/workspace realization. Keep scoped tools,
completion, private staging, budgets, leases and recovery. Persist
placement; reject contradictions.
- Align Cloud cards, Test, Save and Finish setup; hold unready drafts.
Legacy keeps its Computer, credential and policy checks.
- Verify Stop from exact API ownership, audited intent,
provider-terminal proof, no Computer/process ownership and controller
retirement. Recheck immediate/deferred retirement; wake existing
recovery on durable evidence.
- Clear warnings when the actual stopped target later has authoritative
confirmation. Keep missing/other-run negatives and the existing
predicate.
- Publish safe status refresh after full-proof ACK. Retain bounded
native/physical cancellation history; add no poller or weaker proof
path.

## Verification

Core merged as `3910352c923a`; Product merged as `27d35314be8e`. Public
branch `5f86eb66b081` has tree `67344151d303`. Its exact-head Greptile
summary is 5/5; the fresh audit found zero unresolved threads and
complete pagination. The controlled workspace retry and required summary
passed. All 59 current-head contexts are terminal and clean. Prior
green-36 evidence keeps its identity.

[Current
CI](https://github.com/paperclipai/paperclip/actions/runs/41680511731)
first failed workspaces-a 1/2: the CLI company-import/export beforeAll
30-second runtime-info/child-PID/HTTP readiness wait expired. All 431 UI
files/4,714 tests and 285 other CLI tests passed (one skip). The cause
remains UNKNOWN. Child output records startup recovery complete, but
buffered CI prefixes do not establish its relation to the waiter
deadline; runtime-file/PID/last-health state was not captured. Both
unchanged local probes were RED. The second observed dependency
preflight still pending at the deadline; observer overhead was not
quantified. Neither proves the CI cause. After all functional jobs
finished, only the queued metadata summary was cancelled; the other 48
records stayed unchanged. Attempt 1 retains 46 successes, the original
failure, one skip and the cancelled summary. One same-head debug retry
was admitted at 18:42 UTC on November 3. Its workspace job passed at
19:23 UTC on the same checkout: UI 431 files/4,714 tests and CLI 33
files/286 tests, including company import/export. Test caching was
disabled. The new `ci / verify` summary passed; workflow attempt 2
completed SUCCESS. Required `ci / e2e` also passed. The final check at
19:53 UTC on November 3 found all 59 current-head contexts terminal and
clean: zero pending and zero failing. The 47 inherited completed/skipped
rows are not new executions. No code, assertion or timeout changed;
success does not explain the original failure or erase the local REDs.

CI checkout is `1ea9d8608ced`/tree `78cb1ec13d59` (parents
`2e37c73c05fe`, 5f86); both workflows use 2e37. Its 20 extra paths add
low-memory build/Rust task-memory. Scripts cohere; later matrix changes
only labels, with no newer debug-cache steps. Static audit found no
blocker. Supported API arguments omit the memory flag: no default
monitor/instruction changes. Flagged external launchers can change
Cursor instructions/digests and remain unqualified.

The merge added 41 master-identical paths, retained the green-36 inbox
hunk and found UI fixtures matching upstream. Startup/backup, recovery
projection, sleep diagnostics and binary backup change production.
Static audit found eight Stop/ACK owner blobs and 37 sleep-work SQL
templates unchanged, with sleep fences/single-flight accounting intact.
Exact precommit tree: 416/416 across eight server files, binary backup
1/1, server types PASS; repeated scopes are not summed.

The deferred-retirement P1 reproduced three real-DB/owned-process
failures; missing proof stayed unverified. Recovery passed 47 process
cases/33 proof negatives. Warning repair binds actual targets to
same-run proof. Validation passed 729 scoped UI cases, a separate
359-case thread run, 111 backend cases (84 CAS, 6 assembled, 21
activity/privacy), types/tokens. Proof validators/predicate are
unchanged; no new poller or increased timeout.

The d8d3 attempt stays FAILED: 45 passes, two workspaces-a failures,
derived verify failure and one skip. Both shards shared three failures:
two successful mocks omitted the account guard’s required userId. The
two-line fixture repair changed no guard, assertion or timeout. Three
failures reproduced; 54 access/auth tests then passed, including
account-change/denial negatives, plus UI types/tokens.

The 69285 attempt stays FAILED: 49 jobs, 46 passed, serialized shard 9
failed, its verify aggregate failed and one selection job skipped. The
shard passed 575/576 cases. Its aborted-snapshot case expected nine
computes but saw eight: a final HTTP 200 coalesced while seven ordinary
reads had not proved the aborted compute settled. Earlier CI and the
unmodified local baseline passed with a miss; no local RED is claimed.
The repair awaits the snapshot, allows exactly one extra GET if
coalesced, then requires a miss and retains nine computes/all HTTP429
assertions. No production code, hook, loop, sleep or timeout changed.
Six inbox and seven cache/admission cases passed locally, plus server
types; 30 unrelated cases were filtered. Green 36 passed 576/576 without
taking the extra-GET branch; local runs also missed that schedule.
Current CI event merge 1ea9 now passed 576/576 and naturally exercised
the former failure: coalesced (count 2, 1ms), then exactly one fresh
miss (count 1, 16ms), with strict nine-compute/HTTP429 assertions
intact. No instrumentation or retry was added.

Earlier compatibility passed scoped remote/inbox, routine, API-placement
and UI tests, plus types/migrations/snapshots/maps/tokens. The 89-path
adoption restored fleet routing without workflow overrides or added
skips. Each result retains its source identity.

Live qualification remains actual `9af1a5de42a2`: unchanged Artifact
grader PASSED 17/17 and active-Stop grader PASSED 21/21. All three
provider test resources were deleted canonically with GET404;
post-delete download returned the exact 27 bytes. Histories stayed
stable (Artifact 121 and Stop 67 canonical identities), with 21 company
runs, zero active work and no accounting/cancellation/reservation debt
or integrity findings. Saved settings reopened; no-prompt Test/Linux
admission passed with `claude-sonnet-4-5`. No new Save is claimed.

The first Stop sampling case stays FAILED on a 10.373-second gap.
Unchanged retry kept all 24 samples: 35.076 seconds quiet, maximum gap
4.584 seconds, plus a separate CANCELLED/artifact-absent read after 180
seconds. Initial grading rejected locator spelling before functional
checks; metadata changed only after same-file/inode/byte proof, with raw
evidence/oracles unchanged. Original Question/Plan/reconnect and
historical deleted-artifact results keep their identities.

Git trees verified 11 history-only conflicts and six earlier mainline
paths. Hosted 9af to the public BRANCH differs in 222 paths; 13,500
other mode/blob leaves match. Runner runtime implementations and six
observer/driver pins match 9af on that branch only; inherited
`drivers/acpx/runtime-host.test.ts` differs. No all-Runner/src,
CI/latest-master runtime or image equality is claimed. Later static
audits through `8ab89f41e499` found no concrete API-only blocker. That
base adds completed-history sleep proofs and an MCP cleanup migration;
protected Stop/ACK owners are unchanged. These later changes are outside
this CI and have no live qualification here. Host duplicate-card and
later recovery/UI repairs retain separate proof, not deployed 9af
identity. Direct-key coverage requires absent aiConnection; API-only
placement skips inherited remote-workspace disk-full paths, and
config-read gates match their parent.

Other retained failures: stale fixture 132/133; E8 48/135 with 87
reset-hook failures; Mac 17 SQL failures/skips;
title/startup/custody/Stop/deletion unknown causes and bounded
recoveries; superseded warning/50 duplicate identities; pre-repair
ACK/Core CI failures. Fixture RED/GREEN passed 7/7 browser and 121/121
shutdown tests with a failing broken-unsubscribe control; stable WSP
wrapper passed 128 after physical teardown failure. No full local-suite
pass is inferred. All paid attempts remain recorded; vendor dollar cost
is UNKNOWN.

## Risks

Experimental: Cursor independently acknowledges neither the effective
model nor instruction digest before the first prompt. Explicit values
are submitted and behavior checked live; unpriced provider dollar cost
stays UNKNOWN.

The placement exception applies only to validated native Cursor API
execution. Other local work remains denied under managed-only policy.
Missing/stale Stop or cleanup proof stays pending; damaged archives
remain failed. Explicit Legacy keeps its existing policy owners.

## Model Used

OpenAI Codex/GPT-6 family: tools, execution, browser checks, delegated
review. API ID/context window unavailable.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used and the limits of available model
metadata
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked public issues or described the issue in this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch describes the change and contains no internal ticket ID
- [x] I have run the scoped local tests reported above; retained
failures are stated separately
- [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 required CI gates pass on the current head
- [x] Fresh Greptile is 5/5 with no unresolved findings on the current
head
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 13:55:39 -06:00
DottaandPaperclip b40e6edaea perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine shows the work and failures that need the viewing user's
attention.
> - A reload waits for account access, task rows, parent captions and
failure state.
> - Those reads form several browser request stages before useful rows
appear.
> - Live invalidations can also restart the same task-list request more
than once.
> - This change supplies startup data together and removes redundant
refresh work.
> - It preserves current authority, failure presentation, archive state
and row stability.

## Linked Issues or Issue Description

Refs #18645. Related: #18642. This change implements the read-receipt
behavior independently on current master. It does not use that PR's
branch or patch.

**What happened?**

Mine starts its primary request after the session, company and
board-access reads. It then requests parent captions and rich failure
context. Four observed loads spent another 0.45–0.70 seconds after the
primary rows arrived. One slower load waited 1.71 seconds for parent
context. The same run observed two HTTP 429 responses. These timings
identify request waits; they do not attribute the delay to SQL or Node
CPU.

Read receipts also invalidate general task collections and dashboards.
Overlapping parent and child invalidations can start two requests and
abort the first.

**Expected behavior**

The initial page should use one account-safe startup projection and one
complete Mine response. A read receipt should refresh the affected
viewer's inbox state. Each invalidation batch should refresh a covered
query once. Required captions and current failure state must be ready
before first reveal. Existing rows should remain usable during a
transient refresh error.

**Steps to reproduce**

1. Open a populated Mine inbox with parent tasks outside the visible
index and a current failed run.
2. Reload with browser HTTP cache retained and application query state
empty.
3. Inspect the session, company, board access, task-index and context
request sequence.
4. Open or mark a task read and inspect the unrelated collection
refetches.

**Paperclip version or commit**

Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`.

**Deployment mode**

Authenticated board UI. Local proof uses the real APIs and database with
a synthetic session resolver. No hosted candidate deployment is claimed.

## What Changed

- Add optional, same-user `boardBootstrap` data to the existing session
response. Seed account-keyed company and board-access reads from it.
Keep ordinary endpoint reads for fallback, retry and live
reconciliation. A returning account cannot reuse revoked cached access.
Cache collection and later real refetches remain effective.
- Add the board-only Mine snapshot endpoint. Reuse the canonical issue
selector, private-task filtering, run-read decisions, secret redaction
and interruption/recovery presentation. Assemble the fixed 100-task
page, parent captions and bounded 200-run failure window on the server.
Start independent reads together. Optional source errors keep successful
task rows usable.
- Keep array-shaped source caches for archive and undo. Key Mine source,
context and reveal state by account. Validate the response's user stamp
before committing it. Remove array-only cross-tab Mine broadcasts, which
cannot carry its paired failure context. The server retains
authenticated in-flight coalescing.
- Scope read-receipt invalidation to the affected viewer's inbox, badges
and chat unread state. Keep company and task audit views fresh. Preserve
genuine task mutations, run updates and subscription-gap reconciliation.
- Remove covered scalar-prefix invalidations within a batch. Preserve
predicates, exact matches and different query/refetch constraints. A
later event can still refresh again.
- Retire Mine in-flight reuse after local company activity or run
lifecycle changes. A post-archive read starts fresh. Old work keeps its
admission slot until it settles, even if every HTTP client aborts. The
eight-compute limit stays in place.
- Add API, component and browser regressions. Extend the production
timing harness with matching API/UI artifact receipts, retained-cache
reloads, request status counts, layout checks and optional controlled
network latency. Update API and verification documentation.

## Verification

- Full `pnpm -r typecheck` passes.
- Full `pnpm build` passes.
- Token gates, map checks and diff whitespace checks pass.
- 72 Inbox component tests pass. Startup-specific checks pass, including
account switching, revoked cached access, malformed/absent bootstrap
data and cache collection. The canonical authenticated bootstrap route
also passes against real PostgreSQL.
- Six real PostgreSQL Mine route cases pass, including full equivalence
with legacy authorized projections, privacy, fixed bounds, membership
revocation, coalescing, archive freshness and aborted-client admission.
Four focused legacy coordinator controls pass. Six assembly tests pass.
- Refetch and invalidation regressions pass. Meaningful pre-fix tests
observed two request starts and one abort for overlapping invalidations;
the fix produces one start and no abort. The archive race test observed
the post-archive GET joining the old body before the fix.
- All 11 existing startup browser checks pass, including Tasks/Mine code
loading, desktop/mobile bounds, non-streamlined Coordinator, task
navigation, failed preloading and Back position. The nine focused
startup, fallback, partial-source error, rate-limit recovery,
archive/undo and geometry cases also pass. The 429 cases use the
inherited retry window. Archive and keyboard undo are corroborated
through the real API and reload. Authentication and failure fault
injection in these cases are explicitly simulated.
- Matched production before/after timings are complete. Full aggregate
Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate
and `review` workflow pass. The 45 build/test/policy jobs are queued;
the Build job has no `ubuntu-latest` runner assigned and has executed no
steps, so remote aggregate results remain unverified. Paperclip Review
and Superagent Security Scan are in progress. Superseded runs for this
PR were cancelled. No current-head check has reported a failure; the CI
checklist remains open. The remaining step is runner allocation and
completion of those external checks; persistent queueing needs the
repository CI owner's attention.
- Greptile completed on final head
`ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding
is fixed and resolved; there are no open review threads.

### Matched browser timings

Five alternating baseline/candidate pairs per network scenario, measured
serially
in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a
1440×900
viewport. Both production UIs use their matching real API revision
against one
fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one
paused
agent and one terminal failure. No active agent/provider work. HTTP
cache is
retained; each initial sample reloads the document and clears
application query
state. Warm navigation and Back retain query state. CPU and throughput
are native.
The 100ms scenario uses CDP minimum request-to-response-header latency
without
request interception. It is a controlled request-dependency experiment,
not a
staging reproduction.

Values are median milliseconds with min–max in parentheses. Paired
saving is
baseline minus candidate for each alternating pair; its median differs
from the
difference of arm medians. Positive saving favors the candidate.

| Network / journey | Baseline | Candidate | Median paired saving |
| --- | ---: | ---: | ---: |
| Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) |
−23.3 |
| Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37)
| −0.16 |
| Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) |
+4.94 |
| 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) |
+211.8 |
| 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98)
| −0.02 |
| 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) |
+0.35 |

The controlled-latency initial pairs all improve, saving 108.3–217.0ms.
Native
initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no
reliable
native page-speed improvement. Warm and Back timings are effectively
unchanged.
Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms
with
100ms latency; these runs do not establish a large startup-only timing
gain.

API requests through the two-second post-reveal window fall from median
32
(32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms
latency.
All 20 samples preserve the same ordered 31 task links, first-row DOM
identity
and geometry. All recorded API responses are HTTP 200; zero unfinished
requests,
429s or JavaScript errors. Lower 429 incidence on staging remains
unproven.

Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`,
candidate
`4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head
`ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map
files
and existing browser test expectations since that measured candidate;
production executable inputs are identical to the measured candidate.
Asset hashes, API
health revision receipts and every raw sample were retained. These
results do
not claim hosted-page improvement or deployment of this PR.

## Risks

- Startup enrichment adds work to the session read. Failure of this
optional projection falls back to the ordinary company and access
endpoints. It does not invalidate a valid session or replace per-request
server authorization.
- Account changes, stale cache entries and same-company navigation can
expose old presentation data. Account keys, principal stamps, reveal
scopes and canonical bootstrap replacement have dedicated negative
cases. Permission failures hide cached task rows; transient network, 429
and 5xx failures preserve them.
- Current failure state can differ from the historical failed run. The
snapshot uses the existing canonical rich projection and verified
missing-ID coverage. Partial context failures retain an explicit retry
path.
- Mutation retirement follows events delivered to the current server
process. This adds no cross-replica invalidation protocol or distributed
read-after-write guarantee.
- New UI assets require the matching API. Older UI/session consumers
retain their existing response and endpoint behavior. There is no
database migration, provider call or deployment change.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, browser
automation and delegated source review. The exact runtime model ID and
context-window size are not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:28:57 -06:00
DottaandPaperclip 27d35314be feat: connect experimental Cursor Cloud to native Runner (#18069)
## Thinking Path

> - Paperclip helps people manage AI agents at work.
> - Native Runner owns execution and task authority.
> - Operators need an explicit native Cursor Cloud choice.
> - Tools/files need company, task, session and run scope.
> - This connects setup and lifecycle to Runner Core.
> - Legacy agents retain their selected runtime/history.

## Linked Issues or Issue Description

Depends on #18068. Managed-only API placement and API-owned Stop
containment are in #18310. Refs #5664, #11803, #17299, and #17471. No
duplicate native integration was found.

## What Changed

- Add explicit native setup, Test, saved settings and dispatch with
no-prompt account/catalog/callback checks.
- Scope MCP to company, agent, task, session and run through
authenticated HTTPS. Register verified artifacts/work products; preserve
unpriced accounting, completion and budgets.
- Connect Question/Plan continuation, cold handoff and admitted fresh
sessions; recheck waiting admission under the task lock.
- Present audited Stop intent while preserving physical containment
proof; bound typed Stop metadata. Preserve title edits through
preference/navigation readiness.
- Select one live/history representation per run to prevent duplicate
settled cards. Integrate upstream task/read-state/retry/schema contracts
and repair two test fixtures.

## Verification

Core #18068 merged normally as `3910352c923a`. Product head
`5a60f541c982` has passing repository CI/build/browser checks, including
required `ci / verify` and `ci / e2e`, plus a fresh exact-head Greptile
5/5 review with zero unresolved threads. Two non-required external app
checks remain pending: Paperclip Review is queued waiting for its
assigned agent; Superagent Security Scan is reviewing the diff. These
are not claimed completed. The normal merge endpoint enforces the
repository rules; no policy or status override is used. The dependent
Top PR is addressing its fresh deferred-Stop review finding.

Product `5a60f541c982` passed 270 UI and 20 selected
Cloud/native/disk-full tests, UI/server typechecks, tokens and maps.
Top’s clean normal merge passed tokens/maps/diff checks; its matrix is
pending. Earlier receipts retain Core’s 47 Rust, 4 compiled-native
retirement and 19 settlement controls, normal Runner build, and runtime
9af build/recursive typecheck. Reproduced loading/shutdown CI fixture
failures passed 7/7 browser and 121/121 unit tests, including a
broken-unsubscribe negative control. No timeout/oracle was relaxed.

The actual-parent restack adopts 75 mainline paths, including
schema/permission and generic runtime changes, beyond the prior two
fixture repairs and client projection fix. The full difference from
hosted `9af1a5de42a2` is therefore larger than four files; backend
source also differs. The merged config-read checks match Core391, and
the Cursor placement/runtime/relay/selection modules match frozen9af;
selected affected regressions pass. Paid proof keeps its actual 9af
source/image identity. The separately tested live/history card fix is
not claimed deployed on that host.

On 9af, original saved settings survived reopening and fresh no-prompt
Test authenticated catalog/model/binding; no new Save is claimed. Fresh
Linux admission passed. With `claude-sonnet-4-5`, Artifact downloaded
exact 27 bytes and matched 121 canonical identities in complete
S3-served history. First Stop’s strict quiet FAILED on a 10.373-second
gap despite independent cancellation/no late artifact. One targeted
unchanged-sampler retry retained all 24 samples: 35.076 seconds quiet /
maximum gap 4.584 seconds, 67 ordered canonical identities, and separate
CANCELLED/artifact-absent status after the original 180-second deadline.
The pre-reload duplicate settled card is disclosed. Exact-ID cleanup for
the three new provider agents is awaiting authorization, so full grades
and the fresh Artifact’s post-cleanup download remain blocked. A
historical deleted-provider artifact was newly downloaded on 9af;
original F226 Question/Plan/reconnect and cleanup proof keep their
identities.

Retained failures: stale fixture 132/133; E8 48/135 with 87 reset-hook
failures; Mac 17 SQL failures/skips; earlier
title/startup/custody/Stop/deletion failures with unknown causes/bounded
recoveries; `dea023` Stop’s warning/50 duplicate identities; pre-repair
ACK and original Core CI failures. WSP’s 251-assertion, 7/8-suite
attempt failed physical PostgreSQL teardown; the unchanged wrapper rerun
passed 128. Retry alone establishes no cause or full local-suite pass.
All paid attempts remain recorded; vendor dollar cost is UNKNOWN.

## Risks

Experimental: Cursor independently acknowledges neither the effective
model nor instruction digest before the first prompt. Explicit values
are submitted and checked through behavior; unpriced provider dollar
cost stays UNKNOWN.

Callbacks need authenticated reachable HTTPS. Scope, revocation,
budgets, completion and cleanup remain authoritative. Operator Stop
intent is separate from physical containment. Saved legacy agents retain
their selected runtime. Prior shared title-save/deletion failures remain
disclosed.

## Model Used

OpenAI Codex, GPT-6 family, assisted with reasoning, repository tools,
code execution, browser verification, and delegated code review. The
serving model’s exact API ID and context window are not exposed. No
value is inferred from the model catalog.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used and the limits of available model
metadata
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked public issues or described the issue in this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch describes the change and contains no internal ticket ID
- [x] I have run the scoped local tests reported above; pending gates
are stated separately
- [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 required CI gates pass on the current head
- [x] Fresh Greptile is 5/5 with no unresolved findings on the current
head
- [x] I will address all reviewer comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 09:01:39 -06:00
DottaandPaperclip 44a9a043b8 fix(ui): make the full chat agent selector clickable (#18708)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat gives each person a standing conversation with an agent.
> - The Coordinator chat header shows an agent avatar, name, and caret.
> - Only the caret opened the agent picker. The avatar and name were
separate text.
> - This pull request puts all three parts in one button that opens the
existing picker.
> - The benefit is a larger click target with one keyboard focus stop.

## Linked Issues or Issue Description

**What happened?**

In Coordinator Chat, the caret opened the agent picker. The agent avatar
and name did not open it.

**Expected behavior**

The avatar, name, and caret must form one control. Each part must open
the same picker.

**Steps to reproduce**

1. Enable the personal Coordinator workspace and open an agent chat.
2. Click the agent avatar or name in the header.
3. Compare the result with a click on the caret.

## What Changed

- Put the avatar, name, and caret inside one button in
`CoordinatorAgentSwitcher`. Keep its current-page marker for screen
readers.
- Add an optional trigger to `AgentChatPicker`. The shared dialog
handles keyboard access and focus return.
- Add an optional breadcrumb control slot. The chat owns its button,
while the text label still sets the document title.
- Add regression cases for both header layouts on desktop and mobile.
Check all three click areas, Escape, focus return, and selection of
another agent.
- Add a Coordinator chat Storybook case with production components and
fixture API data. Update the feature recipe.

## Verification

- Passed 235 focused tests for `BreadcrumbBar`, `AgentChatPicker`,
`BreadcrumbContext`, and `IssueDetail`. The header cases also check the
current-page marker.
- Passed UI typecheck and UI production build.
- Passed token gates, map checks, and Storybook catalog checks. All 30
map and catalog regression tests passed.
- The new header cases failed before the change and passed after it.
- Full local typecheck could not finish because this workspace has no
`cargo` command.
- Full local build and the first UI typecheck attempt reached the 8 GB
workspace memory limit. The separate UI build and typecheck passed. The
full local test run was stopped to free memory for browser verification;
it has no complete verdict.
- Passed 18 browser checks in Chromium across desktop light, mobile
light, and desktop dark. Each case checks avatar/name/caret clicks,
Enter, Space, Escape/focus return, and selection of QAChecker. No page
render errors occurred.
- Captured six screenshots of the header and picker across these
viewports and themes. Review images remain outside the repository.
- Browser review first found stale fixture responses for recent
comments, decision receipts, chat handoffs, and ordinary-task email
state. Correct API response shapes removed those fixture render failures
before the successful review.

## Risks

- Low risk. The shared breadcrumb renderer has a new optional control
slot. Callers that omit it retain their existing rendering.
- Chat selection uses the existing picker and route. No database or API
contract changes are required.
- The Storybook API is simulated. It does not prove provider execution
or server persistence.

## Model Used

OpenAI Codex, GPT-6. The runtime did not expose the exact deployed model
ID or context window. The agent used code editing, terminal checks, and
browser automation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 07:20:20 -06:00
DottaandPaperclip 8bd45b5b30 fix(ui): expose redacted arguments in pending tool reviews (#18734)
## Thinking Path

> - Paperclip helps people manage AI agents and review their actions.
> - Ask first tool actions require a person to inspect the proposed
operation.
> - The task and Apps review surfaces share the pending tool-action
card.
> - That card shows a short preview but omits the available redacted
argument body.
> - A valid preview can omit important text, such as the date at the end
of a proposal.
> - This pull request adds optional argument inspection to the shared
card.
> - The person can inspect the proposed content before using the
existing decision controls.

## Linked Issues or Issue Description

Refs: #16540.

Related PRs: #16571 exposes reviewed arguments on formal board approvals
and scrolls the task review into view. #16716 routes tool actions to
their required formal board approvals. This change addresses the
separate shared pending tool-action card used by the task takeover and
linked Apps reviews. It does not close the other reported paths in
#16540.

## What Changed

- Add the existing Arguments and audit hash disclosure pattern to the
shared pending card.
- Show only the bounded argument summary already redacted by the server
and its audit hash. Show an unavailable message for missing, malformed,
or oversized fields.
- Keep the current approval, decline, and remembered-scope callbacks.
- Add a long-proposal story and update the tool-review feature recipe.
- Add React coverage for the real task review transition, the linked
Apps review, plain text rendering, invalid fields, and unchanged
decision calls.

## Verification

- The new task-review test failed on the parent because the disclosure
was absent. It opens Review request, inspects the proposal tail and
hash, then approves the same interaction.
- Oversized-whitespace controls fail on the previous guard ordering
because trimming runs before the length bound. The guard now checks
length first for both fields.
- Passed: 117 React tests across TaskChatInteractionCard,
IssueThreadInteractionCard, and ReviewQueueCard. The tests use the
repository UI config with the existing installed Vitest 5.0.3 dependency
tree.
- Passed: token gates, map checks, Storybook catalog checks, and git
diff checks.
- Local full UI typecheck did not pass. The linked dependency tree lacks
adapter and json-schema-to-ts declarations and has stale shared exports.
It reports no diagnostics in the changed files. This is not a successful
full typecheck.
- Full workspace build, browser, and provider checks were not run
locally. Current head 50600786f7 passed
all 48 normal CI jobs with one expected skip. Greptile and Paperclip
Review both report 5/5 at this head; all review threads are resolved. No
tool action or model call was run for this change.
- Inspect the new ToolActionLongProposal story. Open Arguments and audit
hash and read the final launch date. Inspection must not submit a
decision. Existing destructive, running, failed, declined, and expired
states keep their controls.

## Risks

- This changes the pending review presentation in tasks and linked Apps
reviews.
- The UI displays the existing server-redacted projection. It does not
request or reconstruct signed execution arguments. The existing server
schema caps the summary at 20,000 characters and the hash at 255
characters. The UI uses the same limits and escapes both as text.
- The server still owns redaction, scope checks, approval, and
execution. Inspection makes no API mutation. The current callbacks
retain the same request identity and permission scope.
- The PR will remain unmerged for separate review and candidate-source
integration.

## Model Used

OpenAI `gpt-6.1-sol` (Codex), with source inspection, code editing,
React tests, and Git/GitHub tools. The context window size is 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>
2026-11-03 06:28:21 -06:00
DottaandPaperclip b22ef22d56 fix(runner): show provider failure details on tasks and runs (#18622)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Runner starts providers and records their run outcomes.
> - Provider failures can contain useful details below a generic
protocol error.
> - Those details were lost at the sidecar, command receipt, and run
projection boundaries.
> - A blocked task therefore showed a generic failure even when the
provider gave a clear reason.
> - This pull request carries a bounded, sanitized provider failure
through those boundaries.
> - Operators can read the actual cause on the task and run pages.
Existing recovery policy still controls retries.

## Linked Issues or Issue Description

Refs #17543 for the related closed JSON-RPC classification work. Refs
#17272 for provider recovery in the legacy OpenCode adapter. This change
adds display evidence for native Runner providers and keeps recovery
policy separate.

**What happened?**

A native Claude session returned an HTTP 429 message below an ACP
`Internal error`. The task and run showed only a generic startup
failure. Operators had to inspect the provider response to learn that
the account was rate limited.

**Expected behavior**

The task and run show the sanitized provider message, provider name,
startup or turn phase, and available HTTP status. Unknown categories
keep the message. Display evidence does not grant a retry or replace a
recovery decision.

**Steps to reproduce**

1. Start a native Claude run whose account is rate limited during model
selection, or return a structured provider failure from a Codex or
OpenCode turn.
2. Let the run fail and open its task page.
3. Before this change, the page shows a generic failure. With this
change, the page shows the provider explanation. The run page shows the
same explanation after reload.

**Paperclip version or commit**

Source checkout based on `f8a888a072`.

## What Changed

- Add one JSON Schema for `ProviderFailure` and generate matching Runner
and shared TypeScript readers. Keep the Runner package independent of
the app workspace at runtime.
- Normalize known ACPX, Codex, and OpenCode error fields. Preserve
unknown messages. Redact known credential values and credential patterns
before applying the 4,000-character limit. Do not copy response bodies,
headers, stacks, or prompts.
- Carry startup failures through the sidecar, Rust Runner, durable
command receipts, and private transport error details. Keep provider
text out of generic transport error strings and Sentry failure messages.
- Keep turn failures in authenticated run events. Recover the same
evidence from persisted events during server finalization. Store the
cause in the company-scoped run result.
- Show one shared notice on failed tasks and run details. Keep existing
retry permissions, scheduled retry state, and resolved-task behavior.
- Reapply registered run-secret and current-user redaction to task
display data. Batch secret lookups for only the visible provider causes.
- Document the contract and update the capability maps. Add regressions
for nested Claude 429 errors, OpenAI quota and rate limits, OpenCode
errors, redaction, durable receipt replay, restart finalization, and UI
rendering.

## Verification

- `pnpm -r typecheck` passed. `pnpm build` passed. All GitHub Actions
build, test, package, and validation jobs passed on `d49c79ab4a`. The
security checks passed. Greptile gave this head 5/5 with no open review
threads. Paperclip Review remains pending. Its review worker exhausted
six workspace recovery attempts with export_interrupted. A fresh review
request was accepted and is waiting for that saved workspace. The
ordinary Retry action rejected reuse of the stopped request. This is an
external review-worker blocker; no check was overridden. The duplicate
local `pnpm test:run` was stopped after the CI test shards passed.
- Focused server settlement, provider evidence, and restart tests: 93
passed. Runner admission and normalization tests: 103 passed. Focused
Runner wire and terminal tests: 29 passed. The real Rust/sidecar command
receipt replay test passed.
- The new projection test failed before implementation because the task
had no provider cause. The startup producer regression also failed
before extraction moved ahead of the generic error-code replacement.
Both pass with this change.
- Live check: a rebuilt local sidecar received an actual Claude HTTP 429
during startup. The new cause kept the full provider message. A
synthetic task in an isolated local app then reached the same provider
error through the native Runner path. The dedicated run result, task
API, task banner, and run detail all showed the same message after
reload. The later reporting fix keeps run.error generic; a regression
proves the display cause still survives restart and stays out of Sentry
capture.
- The first isolated app attempt failed earlier in
`admission_credential`. An ordinary manual Retry reached the provider
and produced the 429 above. This PR does not claim to fix that separate
admission failure. An initial parallel local database test setup also
failed; the serial restart suite passed.
- Security review found that copying display text into run.error could
forward it to Sentry. A regression failed with that behavior. The fix
keeps the cause in its display field. All 38 settlement/restart tests
and the server typecheck pass.
- All 29 protocol contract tests pass, including bounds and extra-field
rejection. An earlier full Rust core run passed. The later full run hit
one 5-second receipt-limit timing assertion; its isolated rerun passed.
The full Linux and Windows Rust CI jobs passed on this head.
- Review regressions pass for explicit Codex driver identity, native
Rust startup and resume receipt propagation, oversized OpenCode/ACPX
errors, task read-time registered-secret redaction, and the standalone
source closure. The focused Runner run passed 103 tests;
projection/restart tests passed 16.
- Read-time redaction edge cases passed: a missing decryption key omits
only the unsafe optional explanation; expanded redacted messages remain
visible within the Unicode character limit. All 14 task projection tests
and server typecheck pass.
- The package Build check found an old Pi assertion against
Error.message. The probe now checks the exact closed classification in
the authenticated receipt and requires the new provider cause. Both
polling transport cases pass. A local credential-free Pi probe stopped
at admission_installation because this checkout lacks the Pi
distribution; the installed Linux package probe passed in CI on this
head.
- UI coverage includes startup and turn text, unknown categories,
literal rendering of provider text, read-only retry behavior, and
resolved-task suppression. Token gates and map checks passed.
- The live check covers Claude startup on macOS. Codex, OpenCode,
terminal failures, and restart paths have deterministic regression
coverage. The change is not deployed.

## Risks

- Provider messages are untrusted text. The boundary selects specific
fields, redacts credential patterns and known environment secret values,
bounds the message, and renders plain text. New provider-specific secret
formats may need added redaction patterns.
- Optional fields preserve compatibility with older producers and stored
runs. Old runs without the field keep their current fallback text. No
database migration is required.
- The cause stays in company-scoped run data. This change does not send
provider text to first-party Telemetry or add it to OpenTelemetry span
attributes.
- Normalized categories and retryability are display evidence. Existing
recovery classifiers, retry limits, ownership checks, and approval gates
keep their authority.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser verification. The host does not expose the exact
serving variant or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-03 06:13:26 -06:00
DottaandPaperclip e5713d95c6 test(e2e): add scheduled routine journey (#18728)
## Thinking Path

> - Paperclip manages agent work through tasks, projects, and routines.
> - Daily QA must exercise the staging app through normal browser and
API surfaces.
> - A schedule must create real work and retain its result and history.
> - Pausing that schedule must prevent the next invocation.
> - The routine journey in #18652 passed in QA, while its separate
completion journey has not passed.
> - This PR delivers the routine test independently and preserves its
measured flow and assertions.

## Linked Issues or Issue Description

Refs: #18652. This is the routine-only delivery from that PR. The
original completion implementation and its failed attempts remain on
#18652.

## What Changed

- Add the target-independent `routine-scheduled-run` journey with one
native run and seven required checks.
- Start from the measured routine source
`ac4efb7c6f4782ea806661683c656fd2b4cc3189`. Keep its request, seven
success assertions, one native-run limit, and 65-second pause check.
- Bound each observed GET by the original remaining journey deadline.
Preserve the normal API timeout for other callers. Keep the original
routine error if final trigger disabling also fails, save a closed
secondary receipt, and fail an otherwise successful journey when
disabling fails.
- Narrow the shared output-reader type to its one-argument GET
capability without changing its runtime code.
- Register only this case in the catalog, types, feature associations,
dispatcher, and definition hash. Keep the strict catalog expectation in
sync.
- Retain the real Routines component controls and the existing
project-flow coverage for the shared browser helper.
- Document resource cleanup and the 65-second pause observation.
Preserve the current routine map content.

## Verification

- The original source passed [QA staging run
41567574185](https://pages.paperclip.ing/evals-qa-smoke-41567574185-1/).
TestOps launch 1657 / result 3431 maps to case 718. All seven checks and
five phases passed. One scheduler-bound native run, saved output
attribution, the full pause window, and cleanup were verified.
- Current source `8f62137f130f59fd3e39276e3d60185ddff24517` passed
[fresh QA staging run
41582706162](https://pages.paperclip.ing/evals-qa-smoke-41582706162-1/)
against Core `09162fe893b464dd2ccdafd14bd3ef1611202a86`. TestOps launch
1855. All seven checks, five phases, and all three workflow jobs passed.
The run used one scheduler-bound native turn and observed 65.352 seconds
after pause and completion. Canonical evidence collection and normal
cleanup completed, with no active operations and the owned agent
terminal.
- This fresh pass covers the reviewed deadline and failure-reporting
changes in the current source. The earlier ac4 pass and the
byte-preserving b940 extraction remain historical records under their
original conditions; neither failed attempts nor prior source conditions
are regraded.
- Causal controls: six assertions failed on the old behavior, then all
62 focused controls passed after the repair. Local: 834 related support
tests, 41 shared chat/output-reader tests, and 26 unchanged real
component controls passed. Runner E2E typecheck, recursive typecheck,
build, maps, token gates, and `git diff --check` passed. The temporary
output-reader type mismatch exposed by typecheck was corrected by
narrowing the capability type.
- The first restricted build/typecheck invocations failed because local
tsx IPC was denied. A restricted support run also lacked the report CLI
output. The same source passed with normal owned local IPC allowed; the
original logs remain retained.
- The original head's hosted e2e shard 2/8 failed at the unchanged
mobile preference frame-count test: expected more than five frames,
observed five. The cause is unknown. Its original log remains retained;
it is not labeled a proven flake. No CI rerun was requested.
- Current-head full CI run 41580423918, attempt 1, passed. The fresh
review is 5/5 with zero unresolved threads. The broad local suite was
not repeated. The earlier full local run recorded in #18643 had four
failures and did not reach 164 serialized groups; this PR does not claim
an all-local pass.
- Prior failed routine attempts remain recorded. They exposed composer
focus, collapsed schedule controls, pending browser events, and Markdown
serialization problems. The measured later pass does not regrade those
attempts.

## Risks

- The shared browser-event helper also serves task creation and project
creation. Its regression tests and existing consumers remain included.
- The staging pass qualifies the captured source and configuration. The
coordinator retains source merging, daily pinning, and plan selection.
- The repository test and the unpassed completion test are not
registered by this PR.

## Model Used

OpenAI GPT-6 through Codex, with tool use and code execution. The exact
deployment ID and context window are not exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 23:25:56 -06:00
Dotta f8b35b3318 fix(ui): retain Slack conversation handoff after setup (#18722)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack setup connects a person with an agent in Slack.
> - Welcome delivery can complete setup before the person chooses Open
Slack.
> - Success and saved settings then offer no link to the conversation.
> - This pull request retains Open Slack in both views.
> - The benefit is that people can use the connected bot without finding
its URL elsewhere.

## Linked Issues or Issue Description

Refs: #18707. This is the next problem found during its deployed user
walkthrough.

**What happened?**

Managed setup completed after welcome delivery. The Open Slack link
disappeared. Success offered Done, and saved settings offered only Slack
app configuration. The bot could answer, but the handoff to its
conversation was lost.

**Expected behavior**

A person can open the connected bot from Success and from the saved
connection.

**Steps to reproduce**

1. Complete managed Slack setup with welcome delivery.
2. Wait for automatic Success before choosing Open Slack.
3. Choose Done and open the saved connection. No conversation link is
available.

## What Changed

- Retain Open Slack on Success while keeping the centered Done action.
- Add Open Slack to completed Slack connection pages. Keep app
configuration separate.
- Use a saved DM only when its linked owner matches the current
signed-in account. Other managers and unknown identities use the
provider-link or Slack fallback.
- Update the existing component regressions, three Storybook cases,
setup guidance and feature recipe.

The Slack UI owns the shared URL helper. This change adds no API or
permission contract and leaves unfinished setup on its existing path.

## Verification

- Focused Slack component and prompt suites: 40 passed. All related chat
UI suites: 269 passed across 19 files. The settings regression switches
from the installer to a second user and then to a signed-out state.
- Repository typecheck and production build: passed.
- Token gates, map structure and Storybook catalog checks: passed. The
map/catalog Node suite passed all 30 tests; these are structural checks.
- Storybook managed and own-app Success play assertions passed. The
managed mobile view retained readable Open Slack and Done controls after
scrolling. Saved settings play assertions passed after a fresh page
load. Fixtures simulate Slack; no live provider actions were sent from
Storybook.
- The first local typecheck rejected an unsupported Storybook assertion
option. It passed after using an exact-name regular expression. The
settings story first hit a stale Vite dynamic-import cache; a normal
reload fetched the current module and all settings play assertions
passed. Restarting the owned review server later emitted Storybook
manager state timeouts; all three production-page play cases passed
again on the corrected head.
- The preceding deployed fix produced real Slack DM and thread replies.
This follow-up still needs deployed acceptance through its visible Open
Slack link.
- Greptile first found that a second manager could receive the
installer's DM link. The correction checks the linked owner against the
resolved account and falls back while identity is unknown. The two
threads have replies and are resolved. Greptile reviewed corrected head
94a6946719 at 5/5 with no new findings.
The optional Paperclip agent check ended neutral without a complete
assessment; one fresh review was requested. No fresh secondary
assessment was available at merge.
- [All required CI suites
passed](https://github.com/paperclipai/paperclip/actions/runs/41571276944)
on corrected head 94a6946719. Full local
Vitest was not repeated for this UI-only follow-up.

## Risks

- Low risk. This adds navigation to existing Slack destinations.
- Old connections without a known DM use their provider link or Slack.
- No schema, credential, scope, identity-link or transport changes. The
UI consumes the existing shared account identity query.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository editing, browser
use and command execution. The runtime does not expose a more precise
model ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-11-02 21:33:59 -06:00
DottaandPaperclip 554a770c6f perf(apps): scope connection profile configuration reads (#18687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps Permissions page reads saved access profiles for one
connection.
> - The page fetched every company profile, rule, and binding.
> - It used only the app profile and eligible task-granted profiles for
that connection.
> - This pull request adds a saved configuration read owned by the
profile service.
> - The route keeps current connection and per-profile management
checks.
> - The benefit is fewer database rows, less Node work, and a smaller
response for the same displayed configuration.

## Linked Issues or Issue Description

**Subsystem affected**

Server profile configuration reads and the Apps Permissions and Review
data caller.

**Problem or motivation**

One connection page loaded and serialized unrelated company profiles. In
the local fixture, this produced a 32.35 MB response with 76,001 rule
rows.

**Proposed solution**

Select the displayed connection's app profile and exact eligible
connection-intent profiles before loading their entries and bindings.
Return an explicit configuration DTO with complete selected arrays. Keep
summary and pending-review work on the existing full API.

**Alternatives considered**

Filtering the full response in the browser retains the database and Node
cost. Truncating the full API would break other clients. Filtering
entries to the connection would lose selectors and bindings needed by
saves.

**Roadmap alignment**

This improves the existing governed Apps capability. It does not add a
new access policy. Related merged work: #18673 and #18681. Related
harness cleanup: #18683. Public PR searches found no duplicate
connection configuration projection.

## What Changed

- Add `ToolProfileConfiguration` and `GET
/api/tool-connections/{connectionId}/profile-configuration`.
- Select `app:<connectionId>` at any status and exact active, correctly
bound `connection_intent` profiles. Run the existing per-profile
visibility filter before configuration queries.
- Preserve complete ordered entries and bindings. Keep all save
behavior, empty-binding install fallback, and the existing full profile
API.
- Switch AppDetail and AgentConnectionAccess to the configuration DTO.
Use a distinct cache key below the existing profiles prefix so mutation
and reconnect invalidations still refresh it.
- Add real PostgreSQL differential and authenticated HTTP tests, UI
caller coverage, a reproducible benchmark, and access-map documentation.

## Verification

Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, after both #18673
and #18681. Final head: `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`.
Current implementation and reproduction details are in [the performance
note](https://github.com/paperclipai/paperclip/blob/b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22/doc/performance/2026-11-02-connection-profile-configuration.md).

- AppDetail: 79 tests passed. Existing access/action saves, install
fallback, grant removal, errors, and refresh cases use the new caller.
- Real PostgreSQL differential: passed. Full ordered selected
configuration equals the old full-list selection. Cases cover extra
bindings, sibling selectors, wrong source/key/status/binding, null and
non-string agent metadata, fresh mutations, empty app bindings,
visibility filtering, and company scope.
- Production HTTP authentication: API key and run JWT cases passed.
Hidden personal accounts omit spanning profiles. Private connection
reads fail. Restored ownership restores visibility. Revoked management
grants deny fresh calls. Final UID canonicalization and foreign-company
404 assertions passed on the current head.
- Map structural check, token gate, and `git diff --check`: passed.
- Required local `pnpm -r typecheck` and `pnpm build`: passed on the
current head. `pnpm test:run` was started once. Its first chat shard
passed (337 tests, 151.87 seconds); the second shard was intentionally
interrupted after the complete final-head CI suite passed. This partial
local attempt is not a full local test pass. The same stable-runner
general and serialized partitions and Runner lanes passed in [final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41538805231),
including aggregate `ci / verify`. No local assertion failures were
observed before interruption.
- Final-head focused acceptance: four files, 85 tests passed. Full token
gates, maps, and module boundaries passed.
- Actual browser acceptance passed on the current checkout with isolated
real PostgreSQL and a local trusted board. An action saved as Off
persisted after reload. Both app agent bindings stayed intact. Removing
an agent-only task grant persisted after reload. Requests used only the
narrow profile endpoint. No browser exceptions occurred. No responses
were mocked. No provider calls or hosted changes were made. The helper
stopped the owned runtime and database after the check.
- Final exact-head checks: 54 success, one clean neutral Paperclip
Review, three skipped, zero pending or failures. Legacy Snyk status:
success. No inline review comments.
- Greptile reviewed exact head
`b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`: 5/5, no findings, completed
successful check.

Five alternating unprofiled pairs ran with real PostgreSQL on
macOS/arm64, Node v24.22.2, and forced GC. The fixture has 210 profiles
(200 heavy profiles plus ten eligibility cases), 76,001 rules, 1,900
active tools, 695 removed tools, and 12 agents. The selected
configuration has two profiles and 1,391 rules. Each pair asserts
complete ordered selected DTO equality.

| Measurement | Full list | Configuration read |
| --- | --- | --- |
| Service wall ms, median [min, max] | 200.927 [193.319, 213.390] |
6.414 [5.508, 6.973] |
| Node CPU ms, median [min, max] | 262.751 [246.727, 271.573] | 27.525
[22.576, 29.308] |
| Select queries / returned rows | 7 / 78,139 | 3 / 1,397 |
| Actual response JSON bytes | 32,353,534 | 592,233 |
| Serialization wall ms, median [min, max] | 90.714 [88.715, 99.304] |
1.644 [1.637, 1.745] |
| Serialization CPU ms, median [min, max] | 90.644 [88.569, 96.778] |
1.654 [1.637, 1.807] |

Reproduce: `node --expose-gc --import
./server/node_modules/tsx/dist/loader.mjs
server/scripts/benchmark-connection-profile-configuration.ts 5`.

The benchmark measures the service and actual response JSON separately.
It excludes HTTP and authorization work through an identity visibility
callback. Node CPU does not include PostgreSQL CPU. No hosted or
foreground-under-load improvement is claimed.

Preserved failures: offline install lacked a locked tarball; frozen
online install passed. Sandbox localhost and tsx IPC restrictions
blocked initial DB/typecheck attempts; permitted retries use the same
checks. The first HTTP suite needed the unbuilt plugin SDK; its owning
build helper fixed setup. Shared typecheck caught a missing barrel
export, now fixed. A broad typecheck inherited the host's unpinned
nested pnpm executable; the owned stalled process was stopped and
restarted with pinned pnpm 9. The complete current-head CI suite and
aggregate verify passed. The separate Paperclip agent review published
5/5 with no findings at this head and completed with a clean neutral
conclusion. An added foreign-company assertion expected 403; the
existing guard correctly returned 404. Only the test expectation
changed. The first real browser attempt saved and reloaded the action
correctly, but grant deletion returned 422: the stress fixture had a
company binding, which makes that profile the company default. The UI
showed the existing deletion error. The second browser seed used the
production agent-only intent shape and passed removal and reload. This
does not change the stress fixture or product deletion gates. Initial
external browser script attempts also needed an ESM extension and the
correct dependency path. Logs, first-failure screenshots, traces, and
result files are retained in the local evidence directory.

## Risks

- SQL selection must stay aligned with connection-intent eligibility.
Differential fixtures cover the exact current predicate.
- A selected connection can still have many rules. This change preserves
all selected configuration.
- Per-profile authorization still reads current selected resources and
can add work. Connection visibility does not bypass that check.
- No migration, default-allow, effective-access, policy-review,
provider, or deployment behavior changes. The old endpoint remains
available. Rollback restores the old AppDetail caller and removes the
additive endpoint.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and repository tools.
The host does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 16:55:56 -06:00
Devin FoleyandPaperclip 49b3804830 fix(connections): load permissions and show AI account identity (#18653)
## Thinking Path

> - Paperclip manages AI agents and their access to saved connections.
> - The Permissions page loads account details and permitted agent
choices.
> - Company-wide AI accounts repeat retained installation checks for
every candidate agent.
> - This makes target checks grow with the square of the roster size.
> - The browser waits without a deadline, and connection names do not
identify the provider login.
> - This pull request batches direct AI checks and bounds loading with
recovery controls.
> - Account details load separately and show a provider email or an
explicit profile-permission limit.

## Linked Issues or Issue Description

**What happened?**

Opening a saved AI account can leave Permissions on “Loading AI
account…” for minutes. The account itself can be connected. The existing
capability batch excludes AI connections, so a company-wide install
repeats checks for every installed agent for every candidate. Saved
names and Paperclip ownership also do not establish which provider login
a credential uses.

**Expected behavior**

Direct AI accounts reuse retained-target checks within one descriptive
request. The page shows loaded account controls or a bounded failure
with Retry. Permissions shows the provider email and organization when
the selected credential permits profile access. An unavailable profile
must not block maintenance or disconnect a working inference credential.
Writes still authorize current permissions.

**Steps to reproduce**

1. Save an AI account in a company with several agents.
2. Install the account company-wide.
3. Open its Permissions page.
4. Delay the account-list or grants response to exercise the loading
failure.

The maintained benchmark reproduces database work with synthetic local
data. Refs #17945, which added batching for non-AI connections. Searches
found no open PR for this AI-account loading fix.

## What Changed

- Include direct AI accounts in the existing board capability batch.
Referenced pool members, delegated actors, complex selectors, and
mutation authorization keep their existing evaluator.
- Add opt-in per-caller GET deadlines to the API client. A timed-out
caller detaches the stuck coalesced request so Retry starts a fresh
fetch. Other callers retain their own cancellation and results.
- Apply a 15-second deadline to AI account lists and grants reads. The
permissions view retries transient failures once and reports other
failures immediately.
- Share the parent Permissions grants query with AI account details.
Keep loaded controls visible after a background error and offer Retry.
- Add a grant-scoped identity GET and OpenAPI contract. The service
checks current membership and credential audience before it reads the
selected credential. It projects only the provider email and
organization; provider IDs, tokens, and raw errors stay private.
- Show account details independently of maintenance controls. Anthropic
profile denial has an explicit message and preserves connected status.
Transient profile failures have a separate Retry action. Observations
are cached for five minutes under the company, connection, grant, and
grant revision.
- Extend real PostgreSQL and authenticated HTTP coverage,
client/component regressions, map guidance, and the existing benchmark's
AI mode.
- Address the Apex file-size finding by moving gallery identity lookup
into the existing app display helper module. `AppDetail.tsx` is 984
lines; lookup behavior is unchanged.

## Verification

Local source checkout on macOS, Node 25.6.1, pnpm 9.15.4, and disposable
PostgreSQL 18.1. Provider calls use fixtures. No hosted deployment or
provider qualification is claimed.

- Passed `pnpm -r typecheck` and `pnpm build`.
- Passed all 87 tests in `connection-management.integration.test.ts` and
all 33 tests in `connection-install-capabilities.test.ts`.
- Passed 196 AI connection, identity-provider, and OpenAPI tests:
`ai-connections.test.ts`, `ai-account-identity.test.ts`, and
`openapi-routes.test.ts`.
- Passed 107 focused UI/client tests: `client.test.ts`,
`ManagedAiConnectionDetails.test.tsx`,
`AiConnectionAccountDetails.test.tsx`, and `AppDetail.test.tsx`.
- After the Apex extraction, passed UI typecheck/build and 106 component
tests across `AppDetail.test.tsx`, `AppNotConnected.test.tsx`,
`ManagedAiConnectionDetails.test.tsx`, and
`AiConnectionAccountDetails.test.tsx`.
- The authenticated HTTP tests compare complete grants responses across
human roles, for tool and AI connections. They verify a real install
mutation succeeds before revocation and fails afterward.
- A company-wide personal AI fixture checks 20 targets instead of 400.
Pool-member permission loss still denies the complete pool description.
- UI states covered: shared cached grants, stuck account/grants fetches,
one automatic retry, terminal failure, manual recovery, authorization
failure, background failure with retained controls, and unmount
cancellation. Client tests also cover stalled response bodies and
independent coalesced callers.
- Identity coverage includes actual bearer-key/JWT reads, private-user
and cross-company denial before provider access, revoked credentials,
provider 401/403/429/500, and grant-change isolation. A real local HTTP
fixture stalls the response body, verifies the shared 15-second
deadline, and keeps unrelated HTTP requests responsive. The test
shortens the native deadline to 100 ms. Profile permission denial leaves
the saved account connected.
- Passed `pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check`.
- The full local `pnpm test:run` started with the loading-only change.
All six chat shards passed. It recorded one failure in the unchanged
`heartbeat-retry-scheduling.test.ts` quota-rejection case. That exact
case passed a focused rerun on the final head. The initial failure cause
remains unconfirmed and its local log is retained; this is not a full
local-suite pass. The redundant local run was stopped with SIGINT after
final-head CI completed successfully.
- [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41515556725)
passed on `ead8d276d4a2023614fff54b3e9a858f28c3178b`: typecheck, build,
all 12 server shards, all 3 chat shards, workspace suites, all 9
serialized suites, all 8 end-to-end shards, Runner checks, and the
aggregate verify gate. Security checks passed. Optional Storybook checks
were skipped by workflow policy. GitHub reports the branch mergeable
without conflicts.
- Apex reviewed head `ead8d276d4a2023614fff54b3e9a858f28c3178b` at 5/5,
confirmed the extraction resolves its earlier file-size finding, and has
no unresolved review threads.

The existing benchmark ran for the loading-only change now recorded in
commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce`, with `--purpose=ai
--baseline-ref=026fd9e3452`. The identity follow-up leaves that batch
source unchanged. Two warmups and five alternating samples exercise each
of eight fixture shapes. Complete positional capabilities, reasons, and
operations match the baseline in every sample.

| AI fixture | SQL calls before → after | Target reads before → after |
| --- | ---: | ---: |
| 1 agent, company install | 9 → 9 | 1 → 1 |
| 32 agents, company install | 5,248 → 164 | 1,024 → 32 |
| 100 agents, company install | 50,400 → 504 | 10,000 → 100 |
| 100 agents, partial install | 13,175 → 503 | 2,575 → 100 |

These counts measure the real service over local PostgreSQL. They do not
predict hosted page latency. To reproduce the standalone benchmark, use
a checkout of commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce` and run
the command below. Its isolation check intentionally rejects the later
identity follow-up's additional runtime changes.

```sh
node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --purpose=ai --baseline-ref=026fd9e3452
```

Run the final-head regression suites from the repository root:

```sh
cd server
pnpm exec vitest run src/__tests__/connection-management.integration.test.ts src/__tests__/connection-install-capabilities.test.ts src/__tests__/ai-connections.test.ts src/services/ai-account-identity.test.ts src/__tests__/openapi-routes.test.ts
cd ../ui
pnpm exec vitest run src/api/client.test.ts src/components/ai-connections/ManagedAiConnectionDetails.test.tsx src/components/ai-connections/AiConnectionAccountDetails.test.tsx src/pages/apps/AppDetail.test.tsx
```

## Risks

Descriptive permissions reuse retained facts within one request. A
concurrent change can leave a displayed choice stale; the next request
and every write still authorize fresh. Pools with referenced members
retain their existing cost.

The account and grants clients now bound each caller's wait. A browser
abort does not cancel an authorization read already admitted by the
server. The independent profile request uses a fixed Anthropic origin, a
bounded body, no redirects, and a 15-second deadline. Inference-only
credentials can return no email; that is reported without guessing from
a Paperclip owner or changing connection health. Profiles are fetched
only for the caller's authorized selected grant. No ambient CLI
identity, persistent identity cache, background polling, or
billing-identity change is added. Other API reads keep their existing
behavior. No migration is required. Staging has not been redeployed.

## Model Used

OpenAI `gpt-6.1-sol` through the Codex harness in T3 Code, with xhigh
reasoning, code editing, execution, and test tools. The host does not
expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 12:29:03 -08:00
DottaandPaperclip 946735d03a Persist task sorting in URLs and show newest routine tasks first
Save task sort choices in URLs across task views. Open routine tasks by creation time, newest first, with stable sorting before pagination.

Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>
2026-11-02 13:32:40 -06:00
DottaandPaperclip 1f8f2e195f perf(ui): reuse parent metadata when loading the inbox (#18645)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The Mine inbox combines task rows with approval and failure items.
> - It waits for parent captions before it reveals the initial list.
> - It fetched rich diagnostics for every parent, including parents
already in the task index.
> - Parent captions only use fields that the index already provides.
> - This change reuses loaded parents and fetches missing parent
metadata through the index view.
> - Failure items keep their rich interruption data and the initial
reveal boundary stays in place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The initial load of Mine and other inbox views that need parent task
captions.

**Subsystem affected**

`ui/` collection reads. The API contract and database schema stay the
same.

**Current behavior**

The inbox fetches all parent and failed-run task IDs with `view=rows`
after the primary task request. This adds active-run, blocker, review,
interruption and recovery work to the reveal path. The observed hosted
case fetched four parents. One was already in the 31-row task index. The
other three were completed parents. The serial context response took
1.0–2.9 seconds during the diagnostic reloads.

**Proposed behavior**

Reuse parents from the selected source index. Fetch missing parents with
`view=index`. Keep `view=rows` for every failed-run task, including
overlaps with parents or source rows. Keep both role-specific ID lists
in the query key. Drop old placeholder rows when the new index supplies
a parent.

**Reason and benefit**

This removes unnecessary diagnostic work from a required serial request.
Five alternating same-four-parent requests on the hosted app had index
times of 189, 162, 156, 128 and 169 ms, versus rich-row times of 282,
211, 329, 219 and 284 ms. All requests missed the response cache. All
consumed parent fields matched. This isolates the projection cost; it is
not a deployed UI speedup claim.

**Breaking changes**

None. Membership, ordering, nesting, archive state, authorization and
failure presentation retain their owners and contracts. Refs: #18323 and
#18492 for the prior collection and startup work. This change addresses
the remaining parent-context read.

## What Changed

- Partition missing parent metadata from failed-run context. Load the
two batches concurrently, with at most two batch requests in flight.
- Keep richer failure rows last in the context result. Filter
placeholders by company and current requested IDs. Track completed
failure reads, including missing tasks, so a parent placeholder cannot
reveal an unverified failure card. Keep existing verified cards mounted
through refresh.
- Cover delayed captions, reuse of indexed parents, refreshed parent
captions, failure overlaps, resolved failures and parent-to-failure
cache transitions.
- Add a real browser check for delayed parent metadata and stable
geometry through deferred diagnostics. Give the test its own disposable
company.
- Add a reusable local timing harness and update the collection
verification recipe.

## Verification

- Baseline source: `0710c5684243a663c09ff907011ab88838173a02`. Final
measured candidate: `c8c69b5af11966b4144707a3da21e840c73c6cca`.
Production UI assets were built from the same checkout and dependencies,
with only the Inbox module changed between variants.
- Targeted regression failed on the old implementation and passed after
the change. All 58 Inbox component tests pass, including existing
archive/undo and order checks.
- Full workspace typecheck passes. The final UI typecheck passes. Full
build passes. Token gates, map checks and diff whitespace checks pass.
- All 12 collection browser checks pass, including pagination and
reading-position restoration.
- The full CI workflow passes on
`c8c69b5af11966b4144707a3da21e840c73c6cca`, including all server, chat,
workspace, serialized, runner and E2E shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41502803275).
Greptile reports 5/5 on this commit with no unresolved threads. The
separate Paperclip Review check is still queued. Its first attempt saved
a text result but did not complete the GitHub assessment. Normal retry
was rejected because that attempt already recorded a result. The
current-head review request is queued. The review service is now
unavailable, so this external gate remains open.
- The duplicate local `pnpm test:run` was interrupted after the
equivalent CI run passed. Its six chat shards passed 1,828 tests. The
general-server phase was stopped. This local full-suite run is
incomplete, not a passing result.
- Local synthetic fixture: four parents and 30 children, with three
completed parents archived. The fixture also has 30 archived child
records. No agent or provider calls ran. Mac arm64, Node 24.22.2,
Chromium, production assets, 1440×900, native CPU, loopback network,
fresh HTTP/query caches for each cold sample.
- Five alternating local pairs produced identical 31-row membership and
order and no browser errors:

| Journey | Baseline median (range), ms | Candidate median (range), ms |
Median paired saving, ms |
| --- | --- | --- | --- |
| Cold first usable Mine rows | 310 (252–435) | 258 (250–261) | 50 |
| Warm Recent → Mine | 60 (56–64) | 67 (61–71) | -7 |
| Task → Back to Mine | 42 (40–47) | 43 (40–45) | 0 |

The final cold result has a material control limitation. The median
primary-request start was 259 ms for baseline and 210 ms for candidate.
Much of the cold difference occurs before the changed request. The
parent response medians were 19.3 and 13.5 ms, with fewer parent IDs
requested. Do not attribute the full 52 ms difference between cold
medians to this fix. Four cold pairs were faster and one was 6 ms
slower. Warm Recent → Mine was about 7 ms slower at the median; Back was
unchanged. These runs establish no warm-navigation gain. The earlier
five-pair experiment showed the same startup confound and mixed
warm/Back results. All samples remain in the local evidence. A hosted
final-shape comparison timed out and was cancelled by closing its owned
browser tab; it supplies no result. The candidate has not been deployed.

Reproduce the contract and geometry check against an isolated production
UI with `pnpm exec playwright test --config
tests/perf/collections/playwright.config.ts parent-context.spec.ts`. Run
`tests/perf/collections/measure-mine-context.ts` against baseline and
candidate loopback production origins that share one disposable API, as
documented in `tests/perf/collections/README.md`. Preserve upstream
startup timings as controls. Required parent responses remain inside the
reveal boundary.

## Risks

- Explicit-ID `index` and `rows` requests use the same company,
visibility and actor filters. They do not use the inbox archive filter.
An archived parent is still returned by either projection. A deleted or
unreadable parent is absent in both. A second index request for a
failure-parent overlap would not restore missing caption data.
- A failed-run task must never reuse parent-only metadata. The query key
includes each projection role. Completed reads carry explicit failure-ID
coverage. The tests cover overlaps, pending role changes, late heartbeat
data, known absence, and transitions to empty views.
- Old parent context must not override a fresh indexed parent. The
current-ID placeholder filter and caption-refresh regression cover this
case.
- The hosted app still has unrelated server contention. This PR reduces
parent request work. It does not claim to fix all hosted loading delay.
Deployment acceptance should confirm the serving revision, compare
matched Mine reloads and inspect errors and row stability. Revert this
change if failure items or captions regress.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-02 13:29:04 -06:00
DottaandPaperclip 40b8075916 feat(ui): show scheduled task waits as Monitoring (#18624)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task indicators tell an operator whether work is active, waiting, or
complete.
> - An agent can yield until a saved monitor checks CI or another
external result.
> - The task currently keeps the In Progress icon between those runs.
> - Changing the stored status would affect monitor admission and
recovery.
> - This pull request adds a read-only Monitoring display state with a
blue clock.
> - Operators can see and filter scheduled waits while execution keeps
its existing rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task status indicators, task collection filters, board columns, and
search facets.

**Current behavior**

A task that waits for a scheduled monitor shows the same In Progress
icon as active work.

**Proposed behavior**

Show Monitoring with a static blue clock when an agent-owned task has a
saved ordinary monitor and no active run, execution lock, review
participant, or active recovery action. Return to the normal task
indicator when the check starts. Preserve review, blocked, terminal, and
quota-recovery states.

**Reason and benefit**

Operators can distinguish scheduled waits from current agent work
without reading the task history.

**Breaking changes**

None to stored task statuses or execution rules. Task reads gain
optional displayStatus. Collections and search gain a separate read
filter. Existing status filters keep their lifecycle meaning.

Related historical work: #4396 covered a monitoring label exemption.
This change uses the saved monitor and a read projection.

## What Changed

- Add one SQL projection for task detail, compact lists, summaries,
relations, search results, and display-status counts.
- Show the blue clock in shared task icons and chips, task detail and
breadcrumbs, properties, references, list rows, recent navigation, and
agent task cards.
- Add Monitoring to task filtering, grouping, sorting, board columns,
and search facets. Prevent a drag from creating this derived state.
- Keep stored lifecycle statuses, monitor scheduling, checkout,
recovery, permissions, and agent status filters unchanged.
- Add database and UI regression coverage, full-page Storybook examples,
and product and access-map documentation.

## Verification

- Passed `pnpm -r typecheck`.
- Passed `pnpm build`.
- Passed `pnpm check:token-gates` and the map/catalog structural checks.
- Ran the new database suite on a disposable PostgreSQL 17 database. It
covers read surfaces, filter pagination/counts, queued/running checks,
rescheduling, completion, retained monitors, review, and recovery holds.
- Ran existing search, list, board, sidebar, task status, and filter
tests. Corrected board queries use displayStatus and eight columns.
- The full local `pnpm test:run` stopped in a chat integration shard: 12
failures (four timeouts and eight FIFO publication assertions). That run
spanned a rebase. A focused rerun on the current source passed all 21
selected cases without assertion or timeout changes. The original cause
is not established; this does not claim the full local suite passed.
Final-head required CI passed (ci / verify and ci / e2e, run
41488267209).
- Passed 82 tests for task API summaries, recovery precedence, search,
and optimistic updates; 54 tests for status cards, database reads, and
board moves; and 27 tests for blocker relations and recent-task cache
updates. One intermediate database setup hit its 20-second hook timeout;
the serial rerun passed.
- Greptile is 5/5 on d003ea672d. All
review threads are resolved. The separate optional Paperclip Review
ended early and returned neutral; GitHub rejected a direct rerun request
with HTTP 404. It is not counted as a completed review.
- Review fixes cover escalated recovery, is:open, optimistic status
changes, blocker-summary projection, and recent-task dedupe.
- Reviewed 15 screenshots from production pages and components with
isolated Storybook API fixtures: task detail/properties/breadcrumb,
list, groups, status filter, board, search/results/filter counts,
reference pills, sibling navigation, agent cards, picker, dashboard,
inbox, profile, watched status-card tasks, light theme, and mobile. This
does not claim deployed staging verification.

## Risks

- Read projections must stay consistent across full, compact, summary,
and search responses. Tests cover those paths.
- Monitoring is not a writable lifecycle status. The board does not
accept drops into its Monitoring lane or onto a monitored card. This
prevents a drag from implying a scheduled check. Move work into In
Progress through that lane instead.
- The read projection adds run/recovery existence checks. Existing
heartbeat_runs_company_issue_created_idx and
issue_recovery_actions_company_source_status_idx indexes cover the
company/task lookup. It adds no worker, timer, recurring query,
migration, or provider call. No production load benchmark is claimed.
- Older clients can ignore displayStatus. Existing lifecycle status
filters keep their behavior.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, code execution,
and browser tools. The exact backend 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>
2026-11-02 11:35:30 -06:00