Commit Graph
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Author SHA1 Message Date
scotttongandPaperclip 71f0c0c99e feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
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https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147
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## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People coordinate work through conversations, tasks, and requests
for input.
> - These surfaces must share task state and preserve the context of
each decision.
> - The existing workspace makes people switch surfaces to follow that
context.
> - This pull request adds an optional Coordinator workspace with linked
conversations, tasks, documents, and decisions.
> - Each person can enable it in Settings > Experimental and return to
the classic workspace.
> - The benefit is a coherent path from a request to an assigned task
and reviewed work.

## Linked Issues or Issue Description

**Subsystem affected**
UI, server, shared contracts, and database.

**Problem or motivation**
People need a consistent way to start tasks from agent conversations,
answer questions, review work, and return to the source context.
Decisions and task state must agree across these surfaces.

**Proposed solution**
Add a personal, default-off workspace experiment. Keep one conversation
per agent. Add task proposals, compact task and decision cards,
contextual document panels, and a Needs You queue with search, filters,
sorting, grouping, and history.

**Alternatives considered**
Replacing the classic workspace for everyone would remove the opt-out
path. Keeping separate decision state in each surface would create
conflicting answers. This change uses the existing canonical task and
interaction records instead.

**Roadmap alignment**
This supports the existing agent chat, task management, and human review
capabilities. It is an experimental presentation choice. The user
requested this isolated implementation after design review. No Discord
discussion is claimed.

## What Changed

- Add per-person workspace preferences, a default-off setting, and an
additive migration.
- Add Coordinator navigation, pinned destinations, task lists, agent
switching, and contextual panels.
- Link task suggestions and creation to the source conversation. Default
new task ownership to the current agent unless the user specifies
another owner.
- Share pending questions, decision receipts, exact review targets, and
history across tasks, chat, and Needs You.
- Preserve task access, assignment authorization, revision binding, and
required output review gates.
- Add compact document links, relative timestamps, composer controls,
and reduced-motion support for task and decision transitions.
- Add component stories, regression coverage, and capability-map
documentation.

## Verification

- Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on
master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29,
2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional
skips, no pending or failed checks**. [Current CI
run](https://github.com/paperclipai/paperclip/actions/runs/40790639688)
passed without a rerun on this head.
- Fresh Greptile **5/5**, zero new comments and zero open review
threads; Superagent passed with no suspicious changes.
[Checks](https://github.com/paperclipai/paperclip/pull/17983/checks).
- Local workspace typecheck/build passed after the latest rebase. The
final account-read patch passed UI typecheck/build and all 12 related
preference/settings tests, including a delayed real-client request
across account changes. Earlier scoped checks cover review
deduplication/replay, decision deep links, cross-surface state, access
boundaries, and migration replay.
- Local database/browser rechecks after the latest rebase were limited
by exhausted macOS shared-memory IDs: `initdb` failed before database
creation. The local run passed 31 UI/snapshot tests and skipped 24
database tests; those skips and the blocked local browser start are not
claimed as passes. The independent Linux CI database and browser checks
passed. No running dev database or host setting was changed.
- Upstream migration 0403 is preserved. Preferences and durable review
retry aliases are generated as replay-safe migrations
`0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest
snapshots are retained. Every detected conflict was rebased and pushed
before waiting for CI/review, as requested.
- The PR is unmerged. The active master ruleset still requires
code-owner approval for the changed Paperclip skill; no approval or rule
change was performed.

<details>
<summary>Earlier verification failures, integration history, and
evidence</summary>

These entries preserve prior checkpoints and failures; the current
acceptance result is above.

- Focused UI and server checks from the isolated build are recorded in
the implementation plan.
- Browser checks covered the opt-in shell, navigation, task/document
links, and decision card states. No new live provider trial is claimed
for this handoff.
- Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`,
rebased onto master `8bc051245` immediately after its GitHub
review-repair migration took 0403. Preferences are generated as
idempotent `0404_tense_silver_sable.sql`, preserving upstream
SQL/journal/snapshot history and five newest snapshots. GitHub reports
MERGEABLE after the immediate lease-protected push. Scott's updated
instruction is to rebase and push every conflict resolution first,
without waiting for CI or Greptile; verification follows the push.
- The final reviewed feature tree was consolidated for repeatable
single-commit rebases. The complete previous commit history remains
reachable through local recovery ref
`codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot
`0e1bbdf4e`). The actual rebase completed, and its tree hash exactly
matches that resolved snapshot. The force-with-lease required the known
remote head `0e6ef7c44`, protecting against concurrent branch changes.
No PR merge or permission/runner setting change occurred. Fresh
CI/review are in progress for the current head.
- `2001132fa` received Greptile 5/5 with one nonblocking account-switch
read finding. Current head detaches path-coalesced preference GETs and
disables HTTP caching, retaining React Query's account-scoped sharing. A
delayed real-client GET regression proves account B can load its saved
choice before account A responds, and A's late response only updates A's
cache. Preference/settings tests 12/12 and UI typecheck passed; its
review thread is resolved. Fresh current-head CI/reviews are pending.
The prior CI chat shard 3 ended with “The operation was canceled” and no
assertion failure ([job
123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631),
`/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed
to that cancellation.
- `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass. All browser tests including the repaired YAML shard
passed, and 54 checks passed. General server shard 9 ended with “The
operation was canceled” and no failed assertion; its test step was
marked cancelled (job
[123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893),
log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was
started after the workflow completed, but master moved while it ran. A
local nested-clone check timed out in its 30-second database-startup
hook and then failed cleanup before the 20 database cases ran; this is
retained as a local verification limit
(`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or
proof of the CI cancellation cause.
- Following Scott's instruction, the new conflict was rebased and pushed
immediately without waiting for that rerun. Upstream's
`0403_natural_cerise.sql` is preserved; regenerated preferences and
retry-alias migrations are `0404_tense_silver_sable.sql` and
`0405_harsh_avengers.sql`, replay-safe with five newest snapshots
retained. The YAML helper conflict combines upstream's click and header
behavior with the editor-selection guard and injected regression.
Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase
work. Current head is MERGEABLE. Full workspace typecheck/build passed;
UI and snapshot checks passed 31 tests, but 24 database tests were
skipped by the local support probe, and the local browser server could
not initialize PostgreSQL. A direct disposable `initdb` diagnostic
established the host limitation: `could not create shared memory
segment: No space left on device` (`shmget`, shared-memory IDs
exhausted, not disk space). No dev database or host setting was changed.
Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`,
`/tmp/pr17983-2001132-db-probe.log`; checks:
`/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`,
`/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`.
These local skipped/blocked checks are not claimed as passes; fresh CI
on independent runners is in progress.
- `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass, but [E2E shard
7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925)
failed parsing an Advanced YAML clipboard read beginning with “Skip to
Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`.
Current head hardens the test helper to verify editor focus and
selection, clear stale clipboard content, and require the YAML header at
the start of a fresh copy before parsing. Saved-state assertions and
timeouts are unchanged. All six Advanced YAML browser journeys passed on
a disposable local instance (41.0s); the exact lost-response journey
also passed with a one-time injected surrounding-page copy, verifying
rejection/reacquisition (17.6s). The precise browser focus/clipboard
timing in CI remains unproven; the observed invalid-read path is now
guarded and deterministically exercised. Logs:
`/tmp/pr17983-yaml-clipboard-scope-browser.log`,
`/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head
CI and reviews are pending.
- `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking
deep-link finding. Current head preserves attention links using
`?decisionId=`: the requested pending decision is rendered even beyond
the first 40 cards, focused and scrolled into view, then only that
parameter is consumed so later refreshes do not refocus. Other URL
parameters remain. Needs You tests 10/10 and UI typecheck passed; its
review thread is resolved. The preceding post-rebase regression run
passed 45/45 tests. Fresh current-head CI/reviews are pending.
- `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and
Superagent pass. While 32 checks had passed, master moved and caused a
documentation conflict in `maps/feature-map/onboarding.md`. Rebased
immediately, preserving both onboarding paragraphs. The complete
four-commit branch was pushed as `19e6dcb0b` before waiting on
CI/review, per Scott's instruction. A transient Git index lock
interrupted the first continue; the command sequence briefly pushed
intermediate `34e298c07`, then the completed rebase was immediately
pushed. All feature and security/retry fixes are present; local recovery
ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase
history. The only tree differences from that ref are upstream's two
smoke-test files and the combined documentation paragraph. GitHub
reports MERGEABLE. Fresh current-head verification is in progress;
prior-head review results are not current acceptance.
- `21efa3120` passed Superagent but Greptile scored 4/5 for a valid
retry-key persistence bug: an acknowledged duplicate key could reopen a
resolved review. Current head adds an additive, replay-safe
`0404_light_swarm.sql` migration for indexed, task-scoped aliases from
acknowledged retry keys to the canonical interaction. Alias registration
and retry lookup occur under the existing task lock; payload/actor
mismatch still conflicts, and each canonical review permits at most 100
aliases. Original and acknowledged keys replay the terminal result
rather than creating a new gate. Five newest migration snapshots are
retained. Service/routes tests 165/165 passed; final quality review plus
migration replay/snapshot checks 25/25 passed; server typecheck passed.
The P1 thread is resolved in code; fresh current-head reviews and CI are
pending.
- `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile
findings, but Superagent check
[123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812)
correctly flagged unbounded pending quality-card creation. Current head
fixes that under the existing task-row lock: equivalent requests with
fresh idempotency keys reuse the pending card; conflicting requests for
an unresolved deliverable return the existing interaction ID; pending
cards are capped at ten per task across all reviewers. Distinct outputs
remain independent, and already-answered items in a partially pending
batch can receive a fresh review. Added real-database concurrency,
cross-card duplicate, partial-answer, and hard-cap regressions. Quality
review 22/22 tests and final server typecheck passed; earlier
service/routes 163/163 tests passed before the final partial-answer
refinement. One added assertion initially expected a service HTTP error,
but duplicate keys are rejected earlier by the existing shared schema;
the assertion now verifies that validation. Fresh current-head
CI/reviews are pending; the action-required security result is not
treated as passed.
- `c9c575e5f` completed all 56 checks successfully with four conditional
skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are
fixed in the current head: independently bound quality approvals now
each remain visible in attention; changing/clearing URL-backed
assignee/status filters updates the URL and survives task navigation.
Both review threads are resolved. Regression evidence: attention service
34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server
typechecks and the full workspace build passed on `69c2c7543`. The first
new UI test run caught an assertion racing React Router's transition;
waiting for the navigation before asserting passes without weakening the
navigation/remount checks. These older-head green checks are not claimed
for the new fix commit.
- Preceding `0e6ef7c44` completed all 56 checks successfully with four
conditional skips, fresh Greptile 5/5 and no open findings, and passed
Superagent. A fifth migration-metadata collision arrived before the
final Runner job finished. Those green results are preserved as
prior-head evidence, not current acceptance.
- Previous fully verified migration head:
`0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master
`f8226b051` after the fourth migration-number collision. Master added
terminal GitHub-response migration 0401 while the final native check
ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and
preferences are generated as idempotent `0402_yielding_blink.sql` on
top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE
after the push. All 1,155 relevant
migration/review/interaction/native-execution/remote-assets tests,
workspace typecheck/build, migration guards and whitespace checks pass.
Fresh exact-head CI/Greptile/Superagent are pending.
- Immediately preceding head `36c67cf03` completed all 56 checks
successfully with four conditional skips, fresh Greptile 5/5 and no open
findings, plus passed Superagent security. No retry was needed for that
head's CI. Master advanced and introduced only a migration-metadata
conflict while its final native check ran, so that green result does not
establish acceptance of the current integration. Four consecutive
collisions (0398, 0399, 0400, 0401) during verification are retained as
concrete integration churn; a brief pause of competing migration merges
was requested, without assuming it happened or changing any repo
setting. The PR has not been merged.
- Prior fully verified head: `36c67cf03`, on the clean `30059c0ed`
integration of master `efd65c112`. The last Greptile P2 is fixed: Needs
attention retains the participant-agent scope through authoritative
server membership queries for each pending task, including historical
participation when another agent currently owns the task. It does not
approximate participation with current assignment or enumerate every
company task. The actual view-switch regression and all 31 focused
task/routing/collection tests, UI typecheck/build, token gates and
whitespace checks pass. Greptile completed a fresh 5/5 review on this
exact head (review 19) with zero new comments and no open review
threads. CI and Superagent remain in progress; no current-head CI
failure has been reported.
- Head `30059c0ed` received Greptile 5/5 with that one nonblocking
participant finding, now fixed. Superagent passed that head.
Current-base integration restored the ephemeral RunsOn fleet after a
superseded workflow retained queued aggregate jobs: normal cancellation
was insufficient; the single force-cancel request was interrupted but
readback confirmed that obsolete run cancelled and current CI began on
the trusted fleet. No cancellation retry or runner/security/workflow
changes were made. Its partial CI was superseded by the necessary
participant fix and is not current acceptance.
- Previous compatibility/base-sync head:
`30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master
`efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports
MERGEABLE after the push. Coordinator keeps Inbox standalone under More
without rewriting the instance's Combined Inbox preference; opting out
restores that preference. Saved merged-Inbox URLs resolve to their
original owner, task status presets remain usable, and canonical
repeated `workspace` parameters retain scoped, deduplicated pagination
(including Needs attention). All 192 broader
routing/Inbox/sidebar/privacy/review tests and the final 16 task-page
tests pass, as do workspace typecheck/build, token gates and whitespace
checks. The two review threads are resolved. Fresh exact-head CI,
Greptile and Superagent results are pending.
- The preceding `d5b9be5bd` remained mergeable but its CI routing gate
intentionally fell back to GitHub-hosted runners: “stacked base merge
commit does not contain the current base branch.” All 45 downstream jobs
stayed queued. Current master was merged cleanly to refresh the pinned
base; no runner/security settings or workflow logic were changed.
Greptile scored that preceding head 4/5 with the two compatibility
findings fixed here. Its automatic Superagent scan was inconclusive at
checkout; the documented retry was still pending when superseded. Those
results do not establish acceptance of this current head.
- Previous approval/migration head:
`d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master
`ba5bba86d` and the stale-output approval correction. GitHub reports
MERGEABLE after the push. The fresh P1 finding is fixed: every submitted
item now validates and locks its bound output inside the resolution
transaction, whether or not it carries a required-quality-review
binding. Real database regressions verify that an advanced document
revision or deleted attachment refuses the entire batch without
recording approvals, and current ordinary output reviews still resolve.
All 272 combined migration/review/interaction tests pass; workspace
typecheck/build passed. Fresh exact-head Greptile and CI are pending.
The automatic Superagent scan ended inconclusive at checkout; one
documented on-demand retry is pending. These are explicit verification
limits, not passed security results. The P1 thread is resolved.
- Master consumed the next migration slot three times during this
verification pass: confirmation recovery took 0398, continuation
recovery took 0399, and GitHub acknowledgement recovery took 0400. Each
upstream SQL/journal/snapshot is preserved unchanged. Preferences are
now generated as idempotent `0401_white_lenny_balinger.sql` from
upstream 0400; exactly five snapshots remain, and replay coverage
locates this migration by table content. This is recorded concurrent
integration churn, not a claim that older green results apply to the
latest base.
- Head `ed3b68da9` fixed the two history/URL findings with 26 focused
regression tests, server/UI typechecks, workspace build and token gates
passing. Greptile then scored that head 4/5 with the stale-output P1
corrected in the current head. Its partial CI is superseded, not counted
as current acceptance.
- Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge
of master `063cfd438`. The two fresh Greptile findings are fixed:
history outcome filters now match recorded per-item verdicts in SQL
before pagination (mixed reviews remain in both applicable outcomes),
and same-page URL assignee changes/back/forward navigation update that
filter without clearing independent filters. All 26 focused
database/navigation/collection tests, server/UI typechecks, workspace
build, token gates and whitespace checks pass. The two review threads
are resolved. Fresh exact-head CI, Greptile and Superagent results are
pending.
- The `8458d39d9` migration integration also passed all 328 targeted
migration/interaction/confirmation tests, workspace typecheck/build and
Superagent security scan. Greptile scored that head 4/5 with the two
functional gaps fixed in the current head; those prior-head checks are
not current acceptance.
- Migration integration head:
`8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master
`063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE
after the push. Master advanced twice during this conflict-resolution
pass: first its confirmation-recovery migration took 0398, then its
continuation-recovery migration took 0399. Both upstream migrations and
journal entries remain unchanged; Coordinator preferences are now
generated as idempotent `0400_sad_guardian.sql` from upstream's latest
snapshot. Exactly the five newest snapshots remain. The replay
regression now locates the table migration by content instead of
hardcoding a renumbered filename.
- All 328 targeted question/review/confirmation/migration tests passed
again after the second merge. Workspace typecheck/build and fresh
exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed
workspace typecheck/build and Superagent security scan, but was
superseded because master consumed migration 0399 while those checks
ran. That prior-head result is not acceptance of the current head. No
production settings or runner/security permissions were changed, and the
PR has not been merged.
- Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`,
integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub
reports MERGEABLE after the push. The renewed conflicts were
`0398_snapshot.json`, `_journal.json`, and the top imports in
`issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery
index and journal history are preserved unchanged; Coordinator
preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with
replay coverage updated and exactly the five newest snapshots retained.
Both terminal confirmation notifications and Coordinator task
assignment/required review behavior are preserved.
- All 328 targeted interaction/review/confirmation/migration tests pass,
as do workspace typecheck, map validation and whitespace checks. The
workspace build and fresh exact-head CI/Greptile/Superagent checks are
pending. The first migration-generation attempt hit the sandbox's local
IPC restriction before generating files; the unchanged authorized local
generation completed successfully. Prior-head green checks below do not
establish acceptance of this merge.
- Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`,
with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE.
Greptile completed a fresh 5/5 review on this exact head with zero new
actionable findings and no open review threads. The [fresh CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319)
completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E
shards. Final completed check set: 55 succeeded, four conditional checks
skipped, zero pending/queued/running checks, and one
neutral/inconclusive Superagent scan. The auxiliary commitperclip review
and isolated native Runner compilation/cache-reuse check both passed.
This is not a claim that Superagent produced a passed security verdict.
GitHub still reports MERGEABLE against current master
`60b8089a44b4eaa37e627adbfdf2f130bda13335`.
- Current-head E2E: all eight shards and the aggregate passed, including
the previously failing YAML browser journey. Serialized server shard 9/9
failed: the protected YAML projection test exceeded its original
15-second timeout; its late update request then reached the next test's
reset mock (the captured payload is the prior test's model/label
update). All 88 tests in that exact unchanged file passed locally in
38.03 seconds, with no timeout or assertion changes. The original
slow-request cause remains unproven. CI failure log:
`/tmp/pr17983-8b7-serialized9.log`; local recovery:
`/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged
shard rerun passed, and the workflow completed SUCCESS. Rerun log:
`/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is
retained; a passing retry does not establish its original slow-request
cause.
- Greptile scored preceding head `4873704be` 5/5 with one valid P2:
opened task decision records missed company-scoped live invalidation.
The current head uses the existing company decision prefix for
resolution and effect-completion events, and resets private record
payloads on access changes. Its thread is resolved. All 107 focused
record/live-update tests, UI typecheck/build, token checks and
whitespace checks pass.
- CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML
lost-creation-response journey: its clipboard helper selected page text
starting with “Skip to Main Content” instead of YAML. The exact
unchanged journey passed in a disposable local browser instance (1 test,
17.1 seconds). No assertion, timeout or production behavior was
weakened; the original failure cause remains unproven. Failure log:
`/tmp/pr17983-487-e2e7.log`; local check:
`/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML
browser suite also passed locally (6 tests, 37.8 seconds). Fresh
current-head CI subsequently passed this journey and all other E2E
shards.
- Both the automatic and one supported on-demand Superagent scan on
`4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base
checkout failed or timed out.” These do not count as a passed security
verdict. The current head's automatic scan and one documented on-demand
retry also returned the identical neutral checkout failure, with zero
annotations or further diagnostics. This is an external scanner blocker,
not a passed security verdict. No security settings or permissions were
changed.
- Recorded decision links now render and focus the full source-task
record in both Classic and Coordinator, including recorded choice,
submitted inputs, and the existing effect-result resolver. Fresh
terminal records take precedence over older open-decision cache entries.
Context and account checks keep mismatched or inaccessible records out
of the DOM; no decision-history tab was added to tasks or chat. The
shared company live-run feed now drives live-only filtering, including
ended runs and terminal tasks with stale run entries. All 213 focused
tests, UI typecheck/build, token and whitespace checks pass; the final
focus follow-up passed all 188 task-detail tests and UI typecheck. The
first new navigation test failed because its test host omitted company
context; the host was corrected before the passing run.
- Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1`
merges master `1aa3a21ac` after four additional upstream commits. The
sole conflict was competing imports in `server/src/services/issues.ts`;
both quality-review policy and inbound wake-notice notifications are
preserved. The PR-specific review import now sits beside
execution-policy imports instead of the frequently changing first line.
GitHub mergeability is rechecked after the push.
- On the combined master tree, workspace typecheck/build, all 153
affected UI tests, map validation, and whitespace checks pass. Four
server suites passed 77 tests; the fifth suite's module-import hook
timed out while broad verification was running. Its unchanged isolated
run passed all 41 tests in 7.2 seconds with the original timeout. This
records recovery without claiming the original import-timeout cause is
proven. CI on `375c5e895` passed every substantive job, including all
eight E2E shards and Superagent; Greptile found the two functional gaps
fixed in the current head. A short-lived `669d90876` commit added the
main fixes before the focused navigation follow-up.
- Immediately preceding head `9d9737b49` completed all 56 checks
successfully with four conditional skips, Greptile 5/5 and no open
findings, plus a successful Superagent scan. The signoff E2E shard
passed on its single accepted rerun; its initial cancellation/timing
failure is retained below. Master moved again while those checks ran,
requiring this final integration rather than treating the prior head's
green result as current acceptance.
- Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes
master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was
subsequently conflicted by moving master. The master merge preserved
durable account-bound writes and Coordinator UX. Workspace
typecheck/build, 416 focused UI tests, and 142 affected comment-route
tests passed. A stable full UI run on preceding head `938ad1665` passed
all 9,833 tests across 836 files; its final full workspace build also
passed.
- Greptile found nested proposal project inheritance and Classic
bound-revision links on `91be74952`. Both were fixed with 142
interaction-route tests, 113 focused UI tests, and UI/server typechecks.
Its next review identified a valid draft-preservation bug in the new
Classic loading UI. Head `9d9737b49` keeps loading/error notices outside
editors and annotations while preserving dirty drafts; 115 focused
review UI tests pass, including pending/failed revision loads and
continued draft editing. All related threads are resolved. Greptile
completed a fresh 5/5 review of
`9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings.
- CI on `938ad1665` exposed an integration regression with the newly
merged durable startup saves: the personal preference gate blocked the
task page before its first session lookup. The guarded title editor now
mounts while that lookup is pending, with presentation-specific tools
still gated. All 216 affected component tests pass. The unchanged
five-test `disconnect-write-recovery.spec.ts` browser suite passes
against a newly launched disposable local-trusted PostgreSQL instance on
port 33219, including the exact failed startup-save journey. No live
provider, hosted authentication or production proof is claimed. The
helper-owned test server exited and the port has no listener. UI
typecheck, built-browser assets, token and whitespace checks pass.
- Initial durable-write merge tests found duplicate imports and unscoped
draft fixtures, fixed before 416 focused tests passed. A sandbox
typecheck could not create its IPC socket; the supported rerun passed.
The first revision-link test used a wrong Return to latest button
assertion, corrected before the 113-test pass. The startup E2E
reproduction initially still failed because an outer shell gate also
blocked the page; the subsequent fix passed all five cases without
changing the test or its timeouts. A focused loading-header assertion
initially used an incorrect fixture title; correcting it preceded the
216-test pass. These failures remain recorded.
- Earlier routing gates fell back to GitHub-hosted runners while master
was moving or conflicted. Superseded queued runs were cancelled, then
the `938ad1665` routing gate explicitly selected the ephemeral RunsOn
fleet. Its CI actively executed and completed most tests; only the
diagnosed startup E2E shard and aggregate failed, alongside the valid
Greptile finding. Auxiliary GitHub-hosted workflows also completed
successfully on earlier heads, so queueing alone is not an
administrative blocker. Fresh [CI on
`9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678)
is the acceptance target; the previously failing startup E2E shard now
passes. A different signoff E2E shard failed during executor
resubmission when its fixture run was cancelled as
`issue_continuation_waiting_on_review`. The exact unchanged journey
passed locally (1 test, 46 seconds), and the preceding head with
identical server/signoff code passed that CI shard. This supports a
bounded rerun but does not establish the timing failure's root cause.
After the workflow finished, GitHub accepted one rerun of that failed
shard and its dependent aggregate; both passed, completing all checks on
that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log`
and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No
assertion or timeout was weakened.
- On the first merge, full workspace typecheck/build, all 9,622 UI
tests, 267 tests across seven affected server suites, two migration
checks, map validation, token gates, and the PR diff whitespace check
passed. Greptile then found duplicate local task-search filtering and
lost completed item-review detail. Both are fixed, with 42 passing
focused UI tests and passing UI typecheck/build.
- A subsequent Greptile review found attachment confirmations without
working links and mobile history without a visible host. Confirmation
layouts now derive the authenticated immutable-content endpoint from the
attachment ID, and Needs You uses the existing full-screen mobile sheet.
All 119 focused tests pass, including missing/stale display URLs, both
review layouts, and both mobile history entry buttons. UI
typecheck/build and token checks pass. Full workspace typecheck/build
also pass after the second master merge.
- Greptile gave head 22f69c304 a 5/5 score with one non-blocking
desktop-history reopening finding. Head 6dd52b6d3 fixed it, passed all
nine history tests, UI typecheck/build, token gates, and the full
9,679-test UI suite, then received a fresh 5/5 review with zero open
findings. These are prior-head results; review on the master-sync commit
is pending.
- The chat and workspace CI jobs on head 22f69c304 were interrupted by
runner shutdown signals and cancellation before completing their tests.
Their logs do not report failing assertions. Those interrupted jobs are
not claimed as passes. The new head starts fresh runs.
- The first merge CI had a Slack session-sync idle assertion fail after
an unexpected database read. Its exact isolated reproduction passes, and
the chat CI shard passed on head 618c5a2a3. The original failure's cause
remains undetermined. The broader local reproduction, run concurrently
with full verification, instead encountered 21 timeout failures across
its two test chunks; it is not claimed as a passing full local server
run. A concurrent local UI run had eight failures (seven timeouts and
one delayed autosave assertion). The complete UI run on the final head
passed all 9,679 tests across 830 files with two workers; no test
timeout or assertion was weakened. This establishes recovery without
claiming that every earlier timeout's cause has been proved. An earlier
intermediate UI run also overlapped the second master merge and failed
the newly added Advanced-sidebar expectation, so it is not treated as
stable-tree evidence. The newly merged UI dependencies initially
required refreshing the local install from the upstream package
manifest; the generated local lockfile update is not committed, per
repository policy.
- Superagent returned neutral/inconclusive scans on the preceding heads
because its pinned merge-base checkout failed or timed out. The
available retry endpoint returned 404. These are not successful security
verdicts. The fresh scan on `91be74952` passed (PR scan passed; no
suspicious PR changes detected). The `938ad1665` scan again returned
neutral/inconclusive with the same pinned merge-base checkout error; the
check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan
completed successfully at 18:22 UTC with no suspicious changes detected.
Earlier neutral scans are not counted as successful security verdicts.
- Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI
tests across 826 files, received Greptile 5/5 with no open findings, and
completed CI with 56 passes and four conditional skips. These are
historical results, not acceptance of the latest merge commit.
- The first full build found generated capability-contract drift. The
generated outputs were refreshed. Initial sandbox runs could not open
local IPC sockets; verification was rerun with local test access.
- Current master was merged. The workspace preference migration was
regenerated after the existing migration history.
- The UI run first found two outdated expectations: early custom-answer
validation and the document access error copy. Both were corrected, and
the full UI suite then passed.
- The local server run found three failures in unchanged tests. The Muse
test passes with Python 3.13 instead of the host's Python 3.9. The two
workspace tests pass when their test process uses the expected master
default branch. These environment settings do not change application
behavior or global machine settings. The unsharded server run was
stopped after those reproductions; CI supplies the full sharded server
result. No successful full local server run is claimed.
- Skill inventory generation needs an external eval checkout, which is
absent locally. The existing generator functions refreshed only the live
skill inventory and its derived files. The checked-in eval inventory was
preserved. The inventory validation gate passes.
- Greptile found a dropped MCP review requirement, missing per-item
output links, generic item-review summaries, and a history-refresh
failure. The fixes have 32 passing database-backed server tests and
focused rendered-card tests. A follow-up partial-review finding was
corrected by forwarding the canonical mutation status before settling
the card. Attachments open through the authenticated immutable-content
route in both card layouts. The final focused UI set has 117 passing
tests, including these regressions.
- Both browser shards that first failed expected a disabled-chat
message. The copy was restored, and those shards passed in CI on the
next commit. The two journeys also passed locally. One local attempt
first timed out before feature disable while waiting for the provider's
initial message; its isolated reproduction passed. That earlier timing
failure remains recorded and is not presented as an explained
infrastructure failure.
- Serialized server shard 9 first failed during pnpm setup with
ECONNRESET, before dependencies or tests ran. Its single rerun passed
setup and all tests. The build and production runtime boot passed on the
first attempt, but that run's public-install step timed out during Pi
setup. The single build-job rerun passed compilation, runtime boot, and
clean public-install verification. Those setup scripts are unchanged by
this PR. The successful retry establishes recovery; the earlier Pi
timeout's underlying cause remains undetermined. The aggregate CI gate
is green: [workflow
run](https://github.com/paperclipai/paperclip/actions/runs/40637789695).

</details>

## Risks

- This touches shared task, interaction, and completion paths.
Regression tests must cover classic and experimental behavior,
authorization, duplicate answers, and stale review targets.
- The additive preference table must migrate before the setting is used.
The setting defaults off.
- The experiment changes navigation and message presentation. Canonical
task and document records remain the source of truth.
- The initial task brief and saved plan can repeat information. This
change fixes chronology; a broader redundancy policy remains a design
decision.

## Model Used

OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests,
and browser verification. Earlier iterations used Codex models in this
task; their exact model IDs are not available in the current context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used
- [x] I have checked ROADMAP.md
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 17:20:01 -07:00
Nicky LeachandPaperclip c7c12dbc79 Support plugin panels in task sidebars (#17796)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task side panels keep live work beside the conversation.
> - Plugins can already provide agent detail tabs.
> - Those tabs have no generic way to appear beside the task that is
using the agent.
> - This pull request adds an optional task-side-panel declaration to
agent detail tabs.
> - The plugin owns the label, component and availability. Core supplies
the task's running agent.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Access to plugin-contributed live views from task chat.

**Subsystem affected**

Plugin manifest validation, slot discovery, and task side-panel
UI/state.

**Current behavior**

Agent detail-tab contributions appear on agent pages. A task cannot
offer the same view through a plugin-owned availability decision.

**Proposed behavior**

An agent detail tab can declare `taskSidePanel: { availabilityPath }`.
Core substitutes the running agent into the plugin-local path. A
declared board GET route scoped to that agent returns `{ available:
boolean }`. Available contributions appear in desktop and mobile task
side panels.

**Reason and benefit**

Keep the task and its live plugin views together. Preserve plugin
ownership of provider protocols and product behavior. Core contains no
concrete plugin identifiers, routes, labels or readiness rules.

**Breaking changes**

None. The field is optional. Existing contributions remain unchanged.
Missing, disabled or unavailable plugins add no panel.

**Additional context**

Related: #17111 established the agent detail-tab and scoped API
extension surfaces. Roadmap and related PR searches found no duplicate
of this extension.

## What Changed

- Extend the manifest with optional task-panel metadata. Validate safe
plugin-local paths and require a declared board GET route with
agent-scoped authorization.
- Discover and load only opted-in agent contributions. Poll their
generic availability responses and mount the existing components with
agent context.
- Add generic panel tabs, launcher entries, dismissal and inactive-view
removal in desktop/mobile task chat.
- Reuse the existing live-run polling guard so idle tasks with a healthy
live connection stop polling.
- Add provider-neutral fixtures, schema/authorization tests, task tests
and SDK/feature documentation.

## Verification

- PASS: 301 focused tests including the full task-detail file, generic
panel discovery, persistence, slot loading and manifest validation.
Regressions cover POST-before-GET route order, mobile drawer dismissal,
recovery without focus and the absence of the hidden desktop task panel
on mobile.
- PASS: UI and shared-package typechecks; production UI build; token
gates, feature-map and module-boundary checks; diff and secrets/PII
review.
- PASS on final head: all 795 UI files / 9,186 tests, and all 95
shared-package files / 1,038 tests. Commands: `node
node_modules/vitest/vitest.mjs run --project @paperclipai/ui
--maxWorkers 3` and the corresponding `--project @paperclipai/shared`
command with local socket access.
- On the final head, server shards 7/12 and 10/12 and workspace shard
a-1/2 were interrupted by runner shutdown/communication loss. GitHub
reported infrastructure failures; no assertion failure was surfaced in
the available diagnostics. The queued summary was cancelled, then `gh
run rerun --failed` successfully requested retries for only those three
jobs. They are currently queued for CI runners; the 50 successful checks
remain passing. Interrupted attempts are not counted as passing.
[Final-head CI and
retry](https://github.com/paperclipai/paperclip/actions/runs/40396870920).
- Earlier verification exposed an empty-panel rerender loop, which was
fixed. The sandboxed combined run also failed five shared port-registry
tests because it could not bind loopback listeners; the full shared
rerun with socket access passed. These earlier failures are retained
here rather than reported as passing runs.
- Full workspace typecheck/build were attempted with pinned pnpm 9 after
resolving the initial local package-manager setup. Both stop at the
unchanged Runner Rust step because `cargo` is not installed. Full local
workspace checks are not reported as passing; final CI must provide
those broader checks.
- No live provider or plugin-specific transport acceptance is claimed by
Core's synthetic fixtures.

## Risks

- Availability is polled every three seconds only while an authorized
running agent exists. Plugins own the side effects and meaning of that
read.
- A view uses the running agent's context. It is not a separate per-task
resource.
- Optional metadata adds no backend endpoint or permission bypass. The
host requires existing board and agent authorization.
- Reverting the optional contract and UI integration removes task panels
without a data migration.

## Model Used

OpenAI Codex (GPT-6), with reasoning, repository tools and code
execution. The exact backend snapshot 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 described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 14:47:15 -07:00
1c07b5903b feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The left nav is the main way people move between tasks, the inbox,
and Agent Chat
> - The nav has separate Inbox and Tasks rows that show overlapping
work, and Chat is one row among many
> - The side panel beside a chat shows the conversation's own artifacts,
not the work the agent did
> - People want Chat to be easy to find, and they want one place for
their task views
> - This pull request moves Chat to the top of Work, shows the agent's
tasks and artifacts beside each chat, and adds an experimental flag that
folds Inbox into Tasks
> - The benefit is a shorter nav and a chat view that shows what the
agent is working on. Both changes stay off until an operator enables
them

## Linked Issues or Issue Description

Refs #14706 (the secondary Agent Chat navigation this change builds on)
Refs #14848 (reopen the last visited agent chat)

**Subsystem affected**
UI navigation (left nav, mobile tab bar), Agent Chat side panel, task
list and inbox, and the company artifacts API.

**Problem or motivation**
Inbox and Tasks are two nav rows for overlapping work. Chat sits in the
top group with no clear home. The chat rail lists only agents you
already talked to, so you cannot see your other teammates there. The
side panel beside a chat shows only the conversation's own artifacts. It
does not show the tasks and files the agent made.

**Proposed solution**
With Agent Chat on, Chat leads the Work section and the rail lists every
eligible agent. The chat side panel opens on the agent's tasks as cards,
and the agent's artifacts are available from +. A new experimental flag,
Combined Inbox + Task List, makes Inbox a set of views inside Tasks.

**Alternatives considered**
Rebuilding the inbox inside the task list. Instead, `/issues` hosts the
existing Inbox component for inbox views and the existing task list for
status views, so all inbox behaviour stays the same.

**Roadmap alignment**
Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes
are behind experimental flags that are off by default.

## What Changed

- **Agent Chat nav (streamlined shell):** Chat is the first row of Work,
not a top-group row. Workspaces leaves the nav while Agent Chat is on.
The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell
keeps master's top-group Chat row.
- **Chat rail:** `AgentConversationsSidebar` lists every eligible agent.
The open chat is first, then conversations by recent activity, then the
rest of the roster alphabetically. Terminated agents and agents you left
are omitted unless you have history with them. The picker still marks
only real conversations as "Open chat".
- **Chat side panel:** a new default Tasks tab shows one card per task
the agent created, was assigned, commented on, or acted on, newest
first. It has the task list's filter popover and a sort control. **+ →
Artifacts** shows the agent's artifacts as cards. Cards open in a new
tab. Agent Chat off keeps the old Artifacts tab.
- **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts
`agentId`. The filter applies to documents, work products, and
attachments by the agent each result is attributed to. The shared
validator and the UI client carry the new parameter, and the OpenAPI
entry picks it up from the shared schema.
- **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by
default):** new card in Settings > Experimental. The Inbox row goes away
and its badge moves to Tasks. A Views menu on `/issues` covers Mine,
Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done.
Bare `/issues` opens the last-used view (default Mine). Links that carry
`assignee`, `workspace`, `participantAgentId`, or `q` open All so the
filter is kept. `/inbox/*` and
`/issues/{all,active,backlog,done,recent}` redirect to the matching
view. `/inbox/requests` stays its own page.
- **Task detail breadcrumb:** the view key now decides the source, so
quick-archive still works after a reload from an inbox view.
- **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail,
the chat side panel, and the new flag.

## Verification

- `cd ui && npx vitest run --no-file-parallelism src/components/chat
src/components/task-side-panel/TaskSidePanel.test.tsx
src/components/AgentConversationsSidebar.test.tsx
src/components/Sidebar.test.tsx
src/components/SidebarCompanyMenu.test.tsx
src/components/Layout.test.tsx src/pages/AgentChats.test.tsx
src/pages/InstanceExperimentalSettings.test.tsx
src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts
src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx
src/App.activity-routing.test.tsx
src/components/MobileBottomNav.test.tsx
src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass.
- `cd server && npx vitest run
src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including
the new agent-filter test across all three artifact sources.
- The new rail test fails against the unmodified rail.
- `pnpm check:token-gates`: all gates clean.
- Manual: enable Agent Chat in Settings > Experimental. Open Chat. The
rail lists all agents. Open a chat. The side panel shows the agent's
tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable
Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a
Views menu.
- Snapshot baselines are intentionally not updated. See
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- With both flags off, the app behaves like master. The only exception
is the API: it accepts a new optional query parameter.
- With Agent Chat on, the rail can list many agents in a large company.
It uses the agent list the app already loads, and search filters it.
- The Tasks panel reads at most 200 recently updated tasks per agent and
says so when it reaches the limit. The Artifacts panel reads at most 500
of the agent's artifacts.
- Combined Inbox + Task List changes what bare `/issues` opens for
people who enable it. Deep links with a task filter still open All.

## Model Used

- Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code
with tool use (shell, file edit, test runs). Extended thinking was
enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 02:13:46 -07:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps gateway gives agents governed access to external tools.
> - Browser Use Cloud can run browser work, but a tool result alone does
not let a person watch or take over.
> - A task needs a durable browser session, a visible viewer, and
recorded costs.
> - This pull request adds a Browser Use Cloud v4 connection and
interactive browser tabs on tasks.
> - People can follow the work, interact with the page, and retain the
browser after the agent finishes.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need governed access to Browser Use Cloud. People need to see and
interact with the same browser from the task. A browser must remain
available after a run finishes and appear at the correct point in the
task feed.

**Proposed solution**

Add a native REST connection for the v4 API. Bind each session to its
company, task, agent, and credential grant. Open its interactive viewer
in the task side panel. Record provider costs as financial events. Use
`browser-use-cloud` as the app and connector key. Keep its skill with
the connector and deliver it only with authorized connection tools.

**Alternatives considered**

A v3 MCP connection would expose tools without the v4 lifecycle
integration. An external viewer link would leave the task. A fixed
viewer size would prevent pages from responding to changes in the task
pane.

**Roadmap alignment**

This extends the governed Apps gateway and Connected Apps roadmap. It
uses the existing task, grant, secret, approval, and financial records.
The work was requested by the maintainer. A search found no duplicate
Browser Use connector PR or issue.

## What Changed

- Add the Browser Use Cloud app, brand asset, API-key connection, and
profile settings under the `browser-use-cloud` key.
- Bundle the `browser-use-cloud` skill with the connector. Keep it out
of global `skills/` discovery. Deliver it only with authorized task/run
connection tools. Remove retired connector skill keys from runtime
overlays and preserve unrelated browser skills.
- Expose seven v4 tools through the governed gateway and deliver them to
native and CLI agents.
- Persist sessions, browsers, runs, event and recovery cursors, shutdown
leases, and cumulative cost accounting. Recover uncertain paid starts
without replaying them.
- Enforce task ownership, credential grants, approvals, revoked access,
and budget limits.
- Add interactive task browser tabs and compact chronological feed
entries. Retain the viewer across tab switches and keep visible idle
browsers open.
- Add debounced automatic viewport fitting, standard size presets, and a
viewer ownership lease.
- Add lifecycle, authorization, accounting, viewport, UI, and Storybook
coverage.
- Add an idempotent database migration after the current master
migration. Preserve deployed migration hashes. Migrate pre-release Cloud
connection and financial keys without replacing grants, credentials, or
browser history.
- Document provider behavior, live acceptance results, and the lack of
documented passkey forwarding.

## Verification

- Full workspace typecheck and production build pass on the updated
branch.
- Token gates, brand asset validation, module boundaries, and migration
ordering pass.
- Cloud tests verify global skill exclusion, authorized task/run
delivery, unassigned agents, disabled connections, revocation, adapter
isolation, and secret exclusion. The existing AgentMail connector
assignment test also passes.
- Migration replay runs twice against existing browser work and
financial records. It preserves the records and avoids duplicate costs.
- The focused provider, app catalog, OpenAPI, connection gateway, and
migration regression suites pass. Recovery coverage includes lost
replies, process crashes, provider rejection, and browser arrival
acknowledgement.
- All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`,
including the full test matrix, browser E2E shards, build, typecheck,
security, and release canary. Two optional Storybook jobs are skipped.
- Greptile is 5/5 on the same commit, with zero unresolved review
threads. The corrected review uses the actual master-to-head diff.
- The local `pnpm test:run` started and was stopped after the full CI
matrix passed. It did not complete locally; the full-suite result above
comes from CI.
- Earlier live acceptance used an isolated company with a capped
provider credential. The agent opened paperclip.ing, the embedded viewer
accepted navigation, and the same browser stayed available after
completion and tab switches.
- The local Storybook build passes. Stories cover the panel, footer,
feed entries, settings, lifecycle failures, and viewport modes with an
offline viewer fixture.

## Risks

- Browser Use charges for hosted work. Provider caps and local budget
checks reduce exposure; reported costs can arrive after work completes.
- Viewer and CDP URLs grant access to the browser. The server validates
and restricts them. They are excluded from agent results and durable
event data.
- Runtime resizing of v4 agent browsers uses a provider option confirmed
by live testing but absent from its published agent schema. Resizing
during a click may invalidate coordinates. Fixed presets remain
available.
- Viewport ownership is process-local and resets on restart. The
lifecycle and accounting records remain in the database.
- The original intermittent embedded-viewer stall has not been fully
diagnosed. A bounded reconnect and active-session recovery cover the
observed failure paths.
- Live tests did not cover every revocation, approval, rate-limit, or
restart case. Deterministic integration tests cover those paths. Passkey
forwarding is not claimed.
- Unknown create outcomes keep the credential available for cleanup.
Run-list absence cannot prove a paid POST was rejected, so recovery
stays pending until it can identify provider work.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository search, code execution,
browser interaction, and test tools. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:13:16 -05:00
DottaandPaperclip e912f0df53 fix(ui): open text attachments in task tabs (#14297)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent work often ends with a Markdown or plain-text file.
> - Task attachments currently open outside the task panel.
> - Users need to inspect those files while keeping the task
conversation in view.
> - This pull request opens text attachments in task tabs and adds
rendered, raw, and download controls.
> - The same controls work in the mobile task drawer.

## Linked Issues or Issue Description

**What happened?**
Opening a text attachment did not put its content in a task tab.
Markdown files had no in-task rendered/raw toggle.

**Expected behavior**
Open Markdown and text attachments in one reusable task tab. Show
Markdown as rendered content or raw text. Download the original file.

**Steps to reproduce**
1. Upload a Markdown file and a plain-text file to a task comment.
2. Open each attachment from the task conversation or artifact list.
3. Switch Markdown between Rendered and Raw. Download both files.
4. Repeat at a mobile viewport width.

Related work: #14193 controls artifact tab arrival. This change adds
text attachment content tabs.

## What Changed

- Route text attachment opens from conversation and artifact cards into
task tabs.
- Add a text attachment panel with accessible Rendered, Raw, and
Download controls.
- Preserve ordinary links for other file types.
- Support the selected attachment in the mobile drawer.
- Keep text-tab actions on the current rich artifact cards, including
CSV previews.
- Render attachment image references and diagram source without loading
media URLs.
- Add browser regression tests, component tests, Storybook examples, and
usage documentation.

## Verification

- Full workspace typecheck, production build, Storybook build, and UI
token gates pass locally.
- All 6,960 UI tests pass. The additional media regression passes
against the real Markdown renderer and fails before the fix. CSV
coverage verifies direct downloads and text tabs after preview.
- Both desktop and mobile browser cases pass locally. They check
rendered/raw Markdown, literal plain text, reusable tabs, review
controls, and exact original download bytes. The local fixture used a
separate database port because an existing socket occupied the default
range.
- The full CI test matrix passes on
`82be5efbef26927b237a031725bb3d7fa79f637f`. The duplicate local `pnpm
test:run` was stopped after this CI result; it did not complete locally.
- Greptile is 5/5 on the final commit. All review threads are resolved,
and the security scan passes.
- All 54 final-head checks pass, including the canary dry run. The two
optional Storybook jobs are skipped.

## Risks

- Text attachment links now open in the task panel. Other content types
keep their existing link behavior.
- File display still depends on the existing authenticated attachment
route. There are no API or database changes.
- Raw text is displayed as text, including strings that look like HTML.
Rendered Markdown keeps media references inert.

## Model Used

OpenAI Codex, based on GPT-6, with code execution, browser testing, and
subagent tool use. The runtime does not expose an exact serving model
variant or context-window size. Recovered earlier implementation changes
were reviewed and tested; their exact model metadata is unavailable.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-29 16:40:10 -05:00
DottaandPaperclip 9fd2e50310 feat: create company skills from runner tasks (#13538)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Runner gives agents tools to change company resources.
> - Users need agents to save reusable skills during a task.
> - A saved skill needs a visible result that users can inspect and
edit.
> - This pull request adds `create_skill` and a task feed card linked to
Skill Studio.
> - Users can open the saved skill from the task and edit the same
resource.

## Linked Issues or Issue Description

**Subsystem affected**

Runner tools, company skill storage, task feed, and Skill Studio.

**Problem or motivation**

The Runner has no dedicated tool to create a company skill. A user
cannot follow a creation result from the task feed to the saved skill.

**Proposed solution**

Add a company-scoped `create_skill` tool. Save the skill with the
existing company policy. Add one creation card to the task. Open a named
sidebar tab from that card. Let the user open the same skill in Skill
Studio.

**Alternatives considered**

An agent can write a local file, but that file is not a company skill. A
second document copy in the task would become stale after a Studio edit.
The sidebar therefore reads the saved skill directly.

**Roadmap alignment**

This extends the shipped Skills Manager, Skill Studio, and Skills Store
milestone. The maintainer requested and approved this scope. Search
found no duplicate `create_skill` PR or issue. Related UI validation
work: #8715. This PR does not change that validation display.

## What Changed

- Add the real Runner tool, its contract, and its mock implementation.
- Validate the complete SKILL.md and derive company, task, agent, and
run identity from authentication.
- Apply the existing company skill policy. Do not assign the skill to an
agent.
- Make keyed retries return one skill and one creation event. Reject
conflicting retries.
- Make concurrent file creation safe. Never replace an existing
published skill during creation.
- Add a creation card, a named sidebar tab, and an Open in Skill Studio
action.
- Show saved Studio edits when the user returns to the task.
- Add storage, policy, mode, retry, UI, and Product E2E tests. Document
the tool.
- Fix deleted-name reuse, onboarding panel persistence, immediate feed
refresh, and mock validation parity from review.
- Serialize Studio file edits and renames with skill deletion and
recreation. Reject stale editor requests before they can change a
replacement skill.
- Generate the standalone mock parser and validator from the production
contract. Use portable UUIDs so the browser scenario bundle builds.

## Verification

- All latest-head PR checks pass on `145dd76a5`, including all server
shards, browser E2E, Runner verification, build, typecheck, and release
dry run. Greptile: 5/5 with no open findings. An interrupted CI runner
was retried successfully.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm check:token-gates`: passed.
- Review regressions: 73 storage tests, 6 real API tests, 63 UI tests,
and 61 semantic runtime tests passed. Parser synchronization passed.
- CI exposed existing fire-and-forget Sentry test races. Reproduced the
resumption race locally, then synchronized the related sweep and
finalizer assertions on the actual report; all 27 tests across the three
affected files pass.
- Runner scenario browser build and strict content-security-policy
check: passed.
- Runner suite: 2,012 tests passed; 10 skipped.
- `pnpm test:run`: the general-server batch had 12,416 passes and two
failures. The old tool-count assertion was fixed; all 16 authority tests
then passed. The chat webhook test had a socket error; it passed four
isolated reruns.
- Both workspace test groups passed. The isolated route suites
completed. Two socket failures in the initial route batches passed on
individual reruns; all remaining 61 files passed.
- Product E2E `create-skill-studio`: passed with local Codex and local
ACPX Claude.
- Manual browser test: submit a task, observe the real tool call and
creation card, open the sidebar, edit in Studio, save, and return. The
task reached Done. The saved second revision and sidebar tab survived a
server restart.
- The new companion headless Runner Eval passed. Companion coverage PR:
https://github.com/paperclipai/paperclip-evals/pull/23. Daytona was not
run because no immutable runner image was configured.

## Risks

- Database writes and local file writes cannot share one transaction.
Recovery accepts only an exact file-for-file retry after a database
rollback. Conflicting files remain untouched.
- The sidebar displays the current skill. The feed card remains the
historical creation receipt.
- No database migration, dependency, or workflow change is included.
- Remote Daytona behavior still needs a run with a configured immutable
image.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) handled design, integration, review, and
browser verification. OpenAI `gpt-5.6-luna` assisted with bounded
implementation and eval work. Both used code execution and tool access.
The host did not expose the context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 13:01:58 -05:00
scotttong 4d30efa8e3 feat(ui): refine streamlined task experience (#12748) 2026-09-03 00:28:02 -07:00
Dotta 39206c0096 feat(ui): complete the task workspace (#12640)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task page is the main place where people guide and review agent
work.
> - Native runner events already project into the existing task chat on
the lower stack.
> - The larger task workspace must support those events without breaking
direct adapters.
> - Legacy questions, final replies, empty transcripts, and classic
controls must keep their behavior.
> - This pull request completes the provider-neutral task workspace
experience.
> - The benefit is one coherent task surface for native and direct
execution paths.

## Linked Issues or Issue Description

Refs #12639.
Refs #12617.
Refs #12352.

**Subsystem affected**

Task chat, task detail, side panels, interaction forms, and transcript
presentation.

**Problem or motivation**

The task page does not provide one complete workspace for live activity,
plans, questions, queued guidance, files, and documents. Earlier native
UI work also exposed compatibility risks in legacy question and reply
paths.

**Proposed solution**

Add the task workspace components and provider-neutral protocol
presentation. Keep runner-only controls behind runtime facts. Preserve
all direct-adapter composer, transcript, interaction, and finalization
behavior.

**Alternatives considered**

A separate runner page would duplicate task behavior. Replacing legacy
transcript logic would create unnecessary adapter regressions.

**Roadmap alignment**

This work supports the unified task experience and the Cloud and Sandbox
agents milestone.

## Stack

- Base PR: #12639.
- Lower PR: #12638.
- This PR contains only its 119-file UI delta against
`runner/remote-wss-transport`.
- The next stack PR adds administrator and observability controls.

## What Changed

- Added a reusable task workspace side panel for files and documents.
- Added provider-neutral cards for tools, plans, questions, protocol
activity, and progress.
- Added queued guidance and richer composer state.
- Added compact and expanded interaction presentation.
- Added live activity, thinking, usage, recovery, and final reply
presentation.
- Added document annotations and task deep links.
- Added bounded question validation and response handling.
- Preserved native runner event projection from master.
- Preserved legacy channel-less replies and explicit final reply
precedence.
- Preserved direct-adapter and classic-interface controls.
- Did not change server execution selection, Rust code, migrations,
workflows, or `pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, repository tests, typecheck, build,
browser tests, security, and policy gates.
- Tests cover active, settled, empty-transcript, interaction,
queued-message, plan, question, file, document, and classic-interface
states.
- Compatibility tests cover direct adapters and native runner projection
together.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/remote-wss-transport...HEAD` passes.
- The delta contains 119 UI-only files.

## Risks

- This is a large task-page change.
- Most files are new focused components and tests.
- Shared transcript code keeps the lower native projection and legacy
direct-adapter fallbacks.
- Runner-only controls use adapter and runtime facts.
- No execution path or rollout flag changes in this PR.

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

## Model Used

OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## 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 or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] 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 risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 02:44:19 -05:00