Commit Graph
193 Commits
Author SHA1 Message Date
DottaandPaperclip 985e0ea223 feat: add task-scoped Slack bot tools and governed collaboration
Bind Slack tools to admitted linked requests. Add channel access checks, durable writes, optional search grants, capability settings and runtime-safe search fallback.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-22 10:45:17 -05:00
DottaandPaperclip 8813a50105 feat: run GitHub review bots through Paperclip agents (#13717)
## Thinking Path

> - Paperclip manages agent work as tasks and runs.
> - GitHub chat brings repository conversations into those tasks.
> - A review bot needs the assigned agent, its authority, and governed
provider tools.
> - The existing channel connection did not supply that review workflow
or a complete setup journey.
> - This pull request adds GitHub App setup, account access, event
prompts, task-bound review tools, and exact-commit checks.
> - Operators can inspect each review through the same task, run, and
activity systems.

## Linked Issues or Issue Description

**Subsystem affected**

GitHub chat, governed connection tools, task execution, shared/database
contracts, and connector setup UI.

**Problem or motivation**

Operators need a GitHub review bot that runs their assigned Paperclip
agent. Mentions and PR events must preserve task ownership and requester
authority. Provider publication must use the bot App identity and
enforce the configured permissions.

**Proposed solution**

Extend the existing GitHub chat connector with resumable App onboarding,
linked-member and sponsored-guest access, editable event prompts, and
governed review operations. Validate structured assessments on the
server and compute a stable Paperclip Review check for the exact head
commit.

**Alternatives considered**

A separate review scheduler would duplicate Paperclip execution and
permissions. Reusing personal GitHub credentials would change the bot
identity and credential boundary.

**Roadmap alignment**

This extends the existing Connected Apps and governed-tool
infrastructure. The project owner requested and approved this design.
Related PR #8645 imports external Codex review feedback; this change
runs an assigned Paperclip agent and publishes its results through the
existing chat connector.

## What Changed

- Include the current Paperclip instance origin in the copied setup
prompt. Storybook uses its configured Paperclip origin; callback
parameters and URL credentials are excluded.

- Add a Claude/Codex copy button in the real setup and Storybook opening
step. Its detailed prompt asks four setup questions and guides
embedded-browser setup, verification, and optional required checks.
Clipboard failure exposes selectable instructions.
- Add a tutorial that explains why App installation, review scheduling,
and required checks are separate choices.

- Add manifest registration, an existing-App path, separate installation
and repository selection, repository refresh, and explicit account
confirmation.
- Add low-trust agent guidance, effective capability verification,
member selection, and explicit restricted guests with a sponsor.
- Add configurable PR events, prompts, repository overrides, rating
thresholds, and separate formal-review permissions.
- Give the assigned agent governed App tools to read PRs, comment, begin
an assessment, submit findings, and optionally submit a formal review.
- Bind review history, root PR events, and inline replies to ordinary
tasks. Deduplicate deliveries/findings and reject stale publication.
- Link check Details to the underlying task on the current trusted
hostname, or to Reviews before task creation.
- Add schema migration 0283, API contracts, production UI, and 49
interactive Storybook states.
- Repair local lease recovery. Keep the Cloud Dockerfile identical to
master; no provider-pack layer or runtime-default environment variable
is added.
- Retry only rolled-back wake-admission transactions after transient
endpoint-lock contention. A deterministic held-lock regression proves
one accepted wake.

## Verification

- Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on
master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero
diff against master. Final workspace typecheck and build passed. The new
PostgreSQL migration regression passed and preserves existing relation
and constraint identities after replay.
- Greptile reviewed this exact head at 5/5. There are zero unresolved
review threads and no merge conflicts.
- All current-head checks are green: 54 passed and two conditional
Storybook jobs skipped. This includes complete server/workspace test
suites, build, typechecks, policy checks, Runner suites, browser suites,
and security status. One timing-sensitive callback-ordering test passed
in isolation and its CI shard passed one retry. The duplicate local
full-suite run was stopped after CI completed; it is not counted as a
local full-suite pass.
- Before the final Slack rebase and migration renumbering, 186 focused
GitHub tests, 14 native bootstrap cases, token gates, and Storybook
build passed. The final rebase retained the new Slack communication
guidance.
- The embedded-browser setup test copied the full detailed prompt,
including the configured Paperclip instance URL. Desktop and narrow
layouts were checked. Component tests cover successful copying and
clipboard failure with selectable text and retry.
- Live local and hosted GitHub acceptance evidence refers to application
revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks
exercised issue mentions, automatic PR reviews, inline findings,
repeated mentions, task continuation, and failing-to-passing checks
after a push. The Storybook agent generated, built, and browser-rendered
pages; missing acceptance text failed, matching text passed, and broken
JSX produced an incomplete result.
- Live cases also covered independently disabled push events, prompt
injection, duplicate signed deliveries, rapid pushes, stale-result
rejection, finding deduplication, and restart recovery. Formal reviews
were denied while disabled and published only after explicit enablement.
Check Details links pointed to the underlying task on the trusted
hostname.
- Those hosted native Claude runs used the provider-pack layer now
removed from this PR. They do not prove native Claude works on the
standard Cloud image. A replacement hosted native Codex run is not yet
verified: the disposable QA tenant has only an Anthropic AI connection.
No new staging or production deployment was made for the packaging
removal.
- Required-check merge enforcement could not be tested because the
private disposable repository's GitHub plan rejected the rules
configuration. Published success/failure/incomplete check states were
verified directly.

## Risks

- Latest master allocated migration 0282 to Slack. The GitHub migration
is regenerated as 0283 with replay-safe table/index/constraint creation;
a PostgreSQL regression verifies existing relations and constraints are
preserved. Existing preview tenants remain subject to the fleet
migration-history compatibility preflight; no bypass is introduced.

- Migration 0283 adds company-scoped configuration, registration,
review, and publication records. Existing connections retain their
behavior until reviews/tools are enabled.
- Signed webhooks and expiring registration state remain required.
Hosted installations also need the companion narrow Cloud gateway
exemptions.
- Agent assessments can be incomplete or wrong. The server enforces
coverage/result structure, current-head publication, rating policy, and
separate formal-review permission; it does not replace code-review
judgment.
- No Cloud image packaging changes are included. Remote native
ACPX/Claude and OpenCode retain their existing operator-supplied
provider-pack prerequisite. Native Codex and Codex with managed MCP
tools do not require that pack. Earlier staging deployment evidence
refers to its stated revision, not this packaging-removal head.
Production rollout and merging remain outside this change.

## Model Used

OpenAI GPT-6 through Codex, with repository, code execution, API, and
embedded-browser tools. The exact serving model ID and context-window
size were not exposed by the environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:41:19 -05:00
DottaandPaperclip d9b3a5653e feat(chat): add initial Slack communication guidance and connection menus (#13760)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people use the same tasks and agent tools from
external conversations.
> - Agents need communication guidance that fits the conversation
medium.
> - That guidance belongs in the original task context, without repeated
instructions on each turn.
> - Connection owners also need clear settings and a consistent way to
remove a connection.
> - This pull request adds initial Slack guidance, optional connection
instructions, and chat connection menus.
> - The benefit is clearer Slack replies with the existing Paperclip
workflow and permissions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent replies in Slack and chat connection management in the Apps
catalog.

**Current behavior**

Slack tasks do not carry a saved communication profile. The catalog
shows a separate Manage button and does not offer removal on every chat
connection row.

**Proposed behavior**

Save Slack guidance when a new conversation creates a task. Restore that
original guidance when a model session is rebuilt. Do not append it to
ordinary follow-ups. Expose optional additional instructions in Slack
Settings. Put Manage and Remove connection in a three-dot menu for all
chat providers. Keep Finish setup visible for drafts.

**Reason and benefit**

Small answers fit in Slack. Substantial deliverables use ordinary
document or artifact tools with a useful Slack summary. Connection
settings apply to new tasks and cannot change permissions. Users can
remove both active and unfinished chat connections from the catalog.

**Breaking changes**

Two additive database columns store endpoint preferences and the initial
conversation snapshot. Existing endpoints default to empty preferences.
Existing conversations keep their original behavior. Non-Slack guidance
is unchanged.

Related public context:
https://github.com/paperclipai/paperclip/pull/13741 improves native chat
recovery. This change adds communication context to those existing
execution paths. A search found no duplicate communication-guidance PR.

## What Changed

- Add a provider-guidance registry, enabled for Slack first.
- Persist optional endpoint communication instructions and capture an
immutable snapshot when a conversation creates a task.
- Resolve guidance from the verified company-scoped connection. Restore
it for fresh native and legacy sessions without per-turn reminders,
extra model calls, or extra context queries.
- Add the Slack Settings field, validation, audit coverage, and
Storybook save/error states.
- Add Manage and Remove connection menus for all seven chat providers.
Keep the draft setup button. Require removal confirmation and allow
retry after failure.
- Add regression coverage, an active/draft menu story, and connector
documentation.

## Verification

All CI checks are green for 5f48df4e0. Greptile scored this head 5/5
with no actionable findings. No review threads remain unresolved.

- Passed `pnpm -r typecheck` and `pnpm build` on PR head 5f48df4e0.
- Passed design-token checks, UI typecheck, and all 20 catalog tests
after rebase. Tests cover all seven providers, active/draft removal,
confirmation, cache refresh, errors, and cancellation.
- Verified the active/draft menu in Storybook. The interaction test runs
without browser console errors.
- Passed focused guidance, endpoint persistence/isolation, heartbeat
trust, native context, ACPX, adapter utility, and CLI recovery tests.
Full UI and CLI groups passed (6,512 and 502 tests).
- Tested real Slack conversations on staging: concise updates with
public links, a planning question with buttons, a saved plan, a saved
report, task creation and assignment, and explicit detailed output. Old
tasks retained original preferences after an edit; a new task used the
changed preferences. Restored the staging setting afterward.
- Existing safe progress remained visible without duplicate final
replies or private reasoning.
- Broad local tests found resource/time-sensitive failures that passed
targeted reruns. One Cursor archive-download fixture failed on both this
branch and the unchanged main checkout. The full local suite is not
claimed clean. All PR-head CI test shards passed, including general,
serialized, Runner, and browser suites. The redundant local full-suite
rerun was stopped after CI completed successfully.
- Live delegation was not tested because the staging company has only
one agent. Live testing also found separate latency and runner
task-editing capability gaps; this PR does not add connector-specific
workflow behavior to hide them.

## Risks

- Prompt guidance changes the form of new Slack replies. Explicit
requests for detail still take precedence.
- The additive migration is idempotent. Conversation snapshots remain
fixed when connection settings change.
- Native and legacy recovery must preserve the initial context without
duplicates; targeted tests cover these paths.
- Removing a connection stops new work through the existing lifecycle
action. It retains Paperclip task history and does not delete the
external app or bot.

## Model Used

OpenAI GPT-6 through Codex, with repository editing, shell tools, and
browser testing. The host does not expose a more specific model ID or
context-window size. No separate model calls were added to the product.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:14:25 -05:00
DottaandPaperclip b82661b561 refactor(connections): retire the legacy Composio broker (#13758)
## Thinking Path

> - Paperclip manages agents and their access to external tools.
> - Connectors expose these tools through a governed MCP gateway.
> - PR #13755 added a direct Composio MCP connection behind the
experimental MCP aggregators flag.
> - The old project API-key broker still created toolkit child
connections and showed a separate Services tab.
> - Keeping both paths leaves obsolete setup and session code in the
product.
> - This change removes the broker and preserves direct MCP setup,
credentials, permissions, and execution.
> - Saved legacy records fail closed and remain available for explicit
removal.

## Linked Issues or Issue Description

Related: #13755. This retirement supersedes the legacy-path fixes
proposed in #12630, #12632, #12634, and #12906. It does not close those
PRs.

**What existing behavior does this improve?**

Composio connector setup, management, and runtime dispatch.

**Current behavior**

Composio offers both direct MCP and a project API-key broker. The broker
mints sessions and creates one child connection per toolkit.

**Proposed behavior**

Offer only direct MCP. Remove the toolkit Services UI, REST routes, API
client, and session broker. Block saved legacy parent and child records
from discovery, execution, health checks, reconnect, and OAuth. Preserve
their records and credentials until the operator removes each
connection.

**Reason and benefit**

The direct MCP connector becomes the single supported Composio workflow.
Provider accounts remain managed in Composio.

## What Changed

- Remove the API-key catalog method and its generated-source definition.
- Delete Composio broker clients, session creation, account
synchronization, child lifecycle, and toolkit routes.
- Remove the Services tab, service rows, child provenance, and
cascade-removal controls. Keep Vercel provenance intact.
- Retain a shared retirement guard for stored legacy records. Show
Retired status and replacement/removal guidance in the connection list
and details; hide obsolete runtime controls.
- Preserve the experimental MCP aggregators flag and direct MCP
infrastructure.
- Replace broker fixtures with retirement tests and extend direct
Composio catalog/reconnect coverage.

## Verification

- Focused shared, server, and UI tests passed with one worker. Server
retirement tests use a name filter; no full local test suite was run, as
requested.
- Server and UI TypeScript checks passed.
- Token gates and UI build passed.
- Real browser: opened the saved Composio connection, refreshed all 11
tools, and ran the provider's read-only GitHub account-list operation
through the standard Test dialog as an agent. The provider returned
success using the existing OAuth credentials.
- See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live
evidence.
- Storybook build passed. A fresh real agent used
`COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the
actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway
audit records confirm both calls succeeded.
- Browser retirement check: a credential-free legacy fixture showed the
guidance, opened the direct MCP replacement flow, and was removed
through the standard confirmation.
- Focused regressions for the experimental settings copy and exact
OpenAPI route coverage passed. All latest-head CI checks passed (54
successful, two intentionally skipped); Greptile scored 5/5 with no
unresolved review threads. The PR has no merge conflicts.

## Risks

This intentionally breaks the old Composio project API-key and
child-connection workflow. Existing legacy records cannot run, even if
their stored status is active. Operators must create a new direct MCP
connection and choose access rules; credentials and grants are not
migrated. Remove each old record separately to delete its credentials.
No schema migration or data deletion runs automatically. Direct MCP
connections keep their existing grants and secrets.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, code execution, and browser
tools. The exact runtime variant and context-window size are not exposed
in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 13:57:35 -05:00
DottaandPaperclip e8c8ba3c19 feat(apps): add experimental MCP aggregator connectors (#13755)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its tool gateway applies company access rules and approval controls
to connected apps.
> - MCP aggregators expose many apps through one provider endpoint.
> - Each aggregator needs its own credential, catalog, grants, and
lifecycle in Paperclip.
> - This pull request adds independent Zapier, Arcade, Composio Connect,
and Executor setup with a common Access → Connect layout.
> - A default-off MCP aggregators flag lets operators opt in while we
complete provider acceptance tests.
> - Agents use the normal Paperclip permissions, Test screen, and
gateway after setup.

## Linked Issues or Issue Description

**Subsystem affected**

Apps, connection setup, shared contracts, and the remote MCP gateway.

**Problem or motivation**

Aggregator endpoints need clear provider setup and correct MCP sessions.
Generic setup does not explain each provider's authentication or broad
execution tools. Provider approval must preserve the original execution
instead of replaying a write.

**Proposed solution**

Add four separate connectors behind Settings → Experimental → MCP
aggregators. Start with human and agent access, then connect the
endpoint and read its tools. Enable tools by default. Use the existing
Permissions and Test screens after setup. Keep legacy Composio API-key
and child connections intact.

**Alternatives considered**

A shared connection for all providers would mix credentials and access
rules. Separate provider-specific permission and test screens would
duplicate existing controls. Vercel Connect is outside this change.

**Roadmap alignment**

Extends the existing MCP Tool Gateway & Apps capability and the
Connected Apps roadmap area. This work was requested and reviewed by the
maintainer.

Related work: #11894, #12630, #12632, #12634, and #12906 concern the
legacy Composio broker. #13102 also covers remote MCP pagination. This
change preserves the broker path and adds initialized sessions, response
matching, and provider resume handling alongside pagination.

## What Changed

- Add branded setup and interactive Storybooks for Zapier, Arcade,
Composio Connect, and Executor. Use the existing access controls and
normal action tests. Do not request a connection name or action choices
during setup.
- Add the default-off `enableMcpAggregators` flag to settings, managed
feature metadata, the catalog, and setup guards. Hidden connections keep
running. Legacy Composio connections remain unchanged.
- Reuse the vault, grants, policy, and catalog models. Support OAuth
discovery, bearer tokens, custom headers, and credential-bearing URLs.
Add no database tables or migrations.
- Initialize and retain Streamable HTTP sessions by connection and
effective credentials. Read paginated catalogs and match streaming
responses to request IDs.
- Classify unfamiliar aggregator tools as writes despite upstream
read-only hints; only exact reviewed read capabilities enter the
read-only allowlist. Legacy Composio child behavior is preserved.
- Preserve provider authorization links and execution IDs. Support
Executor approve/resume, decline, and cancel without automatic replay of
uncertain writes.
- Preserve Off and Ask first choices during refresh and reconnect. Allow
new tools and retire removed tools. Keep agent access updates atomic and
preserve an empty agent selection.
- Document connector UX rules, provider branding sources, and live
acceptance results.
- Stabilize the existing Sentry release fixture after its repeated CI
failure by reusing one module mock; production Sentry behavior is
unchanged.

## Verification

- Final head `d11781970`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/35633534900)
passed, including broad typecheck, test shards, build, and E2E. All 54
checks pass; 2 optional checks are skipped. Greptile is 5/5, Security
Scan passes, and all review threads are resolved.

- Passed 27 focused connector Vitest checks and 18 connector-only
Storybook browser checks before the flag change. All 85 stories rendered
at desktop and narrow widths.
- Passed 5 connector lifecycle/server checks and 7 selected flag checks
after adding the flag. The latter cover settings, managed defaults,
cached catalog visibility, and all four setup routes.
- Review fixes passed 13 risk/handoff/lifecycle checks, dedicated
session-expiration and transport regressions, 13 selected
connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A
real Composio connection-list call also succeeded through the refreshed
UI on `9ab115f71`.
- UI and server TypeScript checks passed. UI build, Storybook build,
token gates, and diff whitespace checks passed during implementation.
- Real browser and real Paperclip agent tests passed for Arcade,
Composio, and Executor. Tested action permissions, denied agent access,
reconnect, disconnect, and isolation. Tested Arcade catalog
additions/removal and Executor provider approve/resume, decline, and
cancel.
- Zapier live acceptance is incomplete. Its dedicated provider server is
configured, but its credential-copy dialog returned an empty clipboard
through browser automation. No live Zapier action is claimed.
- The three isolated Sentry release cases pass after the CI fixture fix.
- Local verification is deliberately narrow at the maintainer's request.
The full local suite, recursive typecheck, and repository-wide build
were not run. CI provides the broader checks.

## Risks

- Shared MCP transport changes affect other remote MCP servers. Protocol
fixtures cover initialized sessions, streaming response matching,
pagination, and isolation.
- Broad execution tools remain broad permissions. The provider governs
actions inside those tools.
- Provider handoff links are retained briefly in memory. After a server
restart, a one-time link may require reopening the provider dashboard.
Paperclip does not replay the original call.
- Zapier remains unproven live. Custom-header imports and self-hosted
endpoints have fixture coverage rather than a separate live account for
every variant.
- Turning the experimental flag off hides setup; it does not revoke
existing credentials or stop existing connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, shell
execution, and browser automation. The exact runtime model ID and
context-window size are not exposed in this session. A separate
Anthropic-backed Paperclip agent performed live gateway acceptance
tasks.

## 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>
2026-09-21 12:53:11 -05:00
DottaandPaperclip 57fd8b70d2 feat: add agent avatar download to Slack setup and settings (#13740)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Slack connections let a team talk to those agents in Slack.
> - Agents now have a saved avatar, but Slack setup did not offer that
image.
> - A matching avatar helps a team recognize its agent.
> - This pull request adds an optional avatar step and a download in
connector Settings.
> - Users download a PNG and upload it directly in Slack with clear
instructions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Slack connector onboarding and its Settings page.

**Current behavior**
Setup does not offer the assigned agent's avatar or explain how to
upload it in Slack.

**Proposed behavior**
After Slack connection verification, users can download a 512 × 512 PNG
of their agent's saved avatar. They can upload it in Slack, confirm, or
skip. Settings keeps the download and upload instructions available
after onboarding.

**Reason and benefit**
The same avatar helps people recognize the agent across Paperclip and
Slack. Users who skip the optional step can return to it in Settings.

**Breaking changes**
None. No schema, authentication, Slack scope, or provider API change.
Completed connections keep their existing completion state. Searched
existing Slack avatar and Cliptoon PRs; no matching implementation was
found.

## What Changed

- Add an optional avatar step before personal Slack account linking.
Keep the numbered sidebar and shared footer.
- Resolve the selected agent's saved appearance for the preview and PNG
download.
- Add the same download and expandable upload instructions to connector
Settings.
- Remember uploaded or skipped per company and endpoint in browser
storage. Treat uploaded as user confirmation, not provider verification.
- Reject failed or non-PNG download responses and allow retry.
- Reuse the production avatar components in onboarding and Settings
stories.
- Test wizard progression, resume, Settings, download recovery, storage
isolation, and terminated assigned agents.
- Exercise real PNG downloads in the Slack browser flow and keep default
app names consistent with app creation.
- Fetch the assigned agent directly so its saved avatar remains
available after termination.

## Verification

- Focused chat suites: 48 passed; the two affected suites passed again
after the final naming fix (32 tests).
- Slack browser E2E passed through setup, avatar download, account
linking, and Settings download. PNG signature and 512 × 512 dimensions
verified.
- UI token gates passed.
- Browser: downloaded the real 512 × 512 PNG; checked confirmation,
return, mobile layout, and Settings instructions.
- Full workspace typecheck, application build, and production Storybook
build passed.
- All latest-head CI checks passed (54 passed, 2 skipped), including all
browser, chat, general, and serialized test groups. The unrelated Sentry
test failed once and passed on the single CI rerun; its suite also
passed locally.
- Local full-suite attempt encountered a rapid Slack callback ordering
failure under concurrent build load; that test passed in isolation, and
all three chat shards passed in CI. The remaining local run was not used
as the merge gate.
- Review the Connections / Slack / Add avatar and Avatar in Settings
stories.

## Risks

- Slack upload is manual. Confirmation does not claim to verify the
Slack icon.
- Optional step progress is browser-local. Clearing storage or changing
browsers can show it again. Setup still works when storage is
unavailable.
- The existing avatar API remains the image source. Download failures
show a retry message.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 09:38:48 -05:00
DottaandPaperclip da257c3069 Warn when routine webhook URLs may not be publicly reachable (#13684)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Routines can start that work when another app sends a webhook.
> - Local and private URLs often cannot receive events from public
services.
> - HTTPS alone does not make a Tailscale address public.
> - This pull request explains these limits during setup and editing.
> - Users can still finish setup for senders on their own network.

## Linked Issues or Issue Description

Refs #13637. Webhook setup needs a clear warning when the generated URL
appears local, private, or unencrypted. The warning must explain how to
make the endpoint reachable without blocking private-network use.

## What Changed

- Add a shared warning banner to the Connect, Check connection, and Edit
webhook views.
- Distinguish localhost, private network addresses and domains, HTTP,
and Tailscale hostnames.
- Explain the difference between Tailscale Serve and Funnel. Link to the
Paperclip HTTPS guide.
- Add five full-page Storybook examples, design guide examples, and
documentation.
- Add URL classification tests and a regression test that finishes setup
despite the warning.

## Verification

- Passed 41 focused URL and trigger-flow tests.
- Passed workspace typecheck, workspace build, token gates, and
Storybook build.
- Browser-tested the Tailscale story through Check connection, Finish
setup, and Edit webhook. The warning stays visible and does not block
setup.
- Open Product / Routines / Webhooks stories 11–15 to review the warning
states.
- All 54 PR checks passed, including the full test matrix and eight
browser shards; two optional Storybook jobs were skipped by workflow
policy.
- The server supervisor readiness test timed out once in CI, then passed
on rerun and locally (6 tests).
- The duplicate local full-suite run was stopped after the complete CI
matrix passed.
- Greptile: 5/5 on the current commit, with no unresolved review
comments.

## Risks

- URL checks are hints. They do not test DNS, firewall rules, or actual
reachability.
- A Tailscale hostname can serve either private Serve traffic or public
Funnel traffic. The warning explains this uncertainty and permits both.
- No API, schema, authentication, or webhook delivery behavior changes.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 12:24:06 -05:00
DottaandPaperclip f589660ec0 feat(routines): add safe webhook setup and in-routine run management (#13637)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines turn scheduled work and external events into tasks for an
assigned agent.
> - Webhook setup was disabled, and actor authentication rejected valid
webhook bearer keys.
> - Operators need to connect and test a sending app before events can
start work.
> - This pull request adds a guided setup with durable connection tests
that cannot dispatch a task.
> - It keeps trigger management, execution tasks, and activity within
the routine.
> - The benefit is a webhook that can be configured, verified, and
operated from one place.

## Linked Issues or Issue Description

Fixes #11937.

Related: #13216 adds provider-specific Sentry support. This PR addresses
general routine setup and ingress. #6841 addresses legacy secret
bindings; this PR retains the existing secret service.

**Current behavior**

Webhook creation is disabled. Bearer deliveries can fail in agent
authentication before the routine checks its key. Setup has no safe
connection test. Runs and Activity send the operator away from the
routine.

**Proposed behavior**

Choose a schedule or a webhook. Follow the setup steps, copy credentials
or complete agent instructions, and test delivery without creating work.
Finish setup to allow future events to start tasks. Edit or remove
compact trigger cards, undo removal, and inspect tasks and activity
inside the routine.

**Reason and benefit**

An operator can verify credentials and delivery before enabling
automatic work. Durable setup state survives refreshes and restarts.
Retry receipts prevent an old test event from starting work after
activation.

## What Changed

- Add a production trigger wizard using reusable Slack setup navigation
and footer components.
- Add schedule and webhook choices, one-time credentials, agent
instructions, and live connection feedback.
- Persist pending setup, test delivery receipts, connection status, and
reversible trigger removal.
- Keep setup checks free of routine runs, tasks, and agent wakeups.
Preserve delivery idempotency after activation.
- Add compact trigger cards, inline editing, key rotation, pause
controls, removal, and Undo.
- Keep Runs and Activity in the routine. Use the shared task list and
compact activity rows.
- Permit only exact public delivery POSTs through actor authentication.
Retain webhook authentication, JSON-object validation, and log
redaction.
- Add production-backed Storybook states and focused server, database,
and UI coverage.
- Document signing modes, setup checks, retries, rotation, HTTPS
ingress, and navigation.

## Verification

- Full workspace typecheck, build, and token gates passed on the rebased
branch. Storybook also builds.
- Focused routine, middleware, logging, shared wizard, and UI coverage
passes on the rebased branch: 195 tests across 14 files. The migration
passed on a fresh PostgreSQL database and on two repeated applications.
- Browser testing used the real app, database, and a deterministic
process worker through Tailscale HTTPS and the current Cloud proxy code.
- Verified rejected keys, safe setup deliveries, persisted state after
restart, activation, retry deduplication, key rotation, schedule
editing, removal, and Undo.
- Fresh bearer and GitHub-signed deliveries created tasks that the
worker checked out and completed. Runs and Activity stayed within the
routine.
- Current Cloud ingress tests passed. Public delivery POSTs passed
through without a browser session; management routes remained gated.
- All 54 current-head PR checks pass, including general and serialized
tests, all eight browser E2E shards, typecheck, build, runner checks,
security checks, and the canary dry run. Two optional Storybook jobs are
skipped by workflow conditions.
- Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review
threads. The stale connection-status finding is fixed and covered by a
regression test.
- No production deployment was performed.

## Risks

- Migration 0281 adds three trigger columns and a test-receipt table. It
is additive and safe to reapply. Apply it before running the new server.
Existing triggers remain live by default.
- Requests without delivery IDs are new events after activation. Senders
must reuse an event's delivery ID for retries.
- Completed webhooks keep normal dispatch behavior. Their management
connection check can start work; the UI states this.
- Removing a trigger archives it. Undo restores the URL and credentials.
Permanent deletion remains available through the existing API.
- Public ingress must remain restricted to the delivery POST route. The
tenant verifies credentials. Cloud sleeping-stack behavior is unchanged.
- Shared setup components also serve Slack. Existing setup contracts and
navigation tests cover that integration.
- Senders must use application/json with an object. Other media types
receive 415.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 10:49:05 -05:00
86b7ee992c feat(onboarding): ClipLab sleepy-to-wake hero and step hand-offs (#13629)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents have a persistent visual identity (#13171): a ClipLab
character in one of 17 palettes, rendered as cached PNGs in lists and as
a live character in larger placements.
> - The onboarding wizard is where a person meets that identity first,
and it showed a stock ClipLab expression on the previous engine while
the rest of the app would show a different character on a newer one.
> - The wizard's steps also cut from one screen to the next, so the arc
read as separate pages rather than one walk.
> - This pull request puts one character on one engine everywhere, gives
the wizard's hero the studio's sleepy → wink → idle sequence on Review,
and hands the steps over inside one presence.
> - The benefit is that what wakes on Review is exactly what the agent
looks like on the dashboard afterwards, and the walk to it reads as one
screen changing.

## Linked Issues or Issue Description

Refs #13171, now merged into master. This PR contains the onboarding and
ClipLab update on top of that foundation. Original feature work by
@tonio-alucema; merge preparation preserves the original commits.

**Problem or motivation**

The onboarding hero and the app's avatars were two different characters
on two different ClipLab engines. Steps 1 → 4 of the wizard cut between
screens, and the wizard mounted cold when a cloud-managed workspace
arrived from Cloud's naming screen.

**Proposed solution**

Vendor ClipLab v0.2.0 as the shared engine and render one
studio-exported character from it in every palette, for every pose and
size. Play the export's one-shot wake on Review with the palette fading
in over the gray dormant loop. Hand steps over inside one presence so
the footer slides instead of jumping, and play the arrival half of that
hand-off when the wizard opens directly on the agent step.

**Alternatives considered**

Exporting mp4/webm loops per size: no cursor following, no clean alpha,
and the palette "colour in" is a runtime blend. Minting a `cap-v2`
character version: nothing had shipped `cap-v1`, so the artwork is
regenerated in place instead of migrated. Keeping the separately
vendored runtime bundle for the hero: two engines and two characters in
one app.

## What Changed

- `packages/shared/src/cliplab`: re-vendored from ClipLab v0.2.0
(`987b6db0`) with the Paperclip adaptations replayed (optional graphics
backend for the Node SVG snapshot path, supersampled live textures,
character framing, deterministic SVG id prefixes); new upstream
`particles.ts`.
- `packages/shared/src/cliplab/character.ts`: the studio export,
mirrored from `ui/src/assets/cliplab/onboarding.character.json` by
`scripts/sync-cliplab-character.mjs` (drift caught by
`check:token-gates`). `characterDefinition` builds every palette from
it; the resting portrait is its idle beat.
- `OnboardingCharacter`: gray `sleepy` loop through the agent and
connect steps; on Review the one-shot sleepy → wink → idle plays on two
lock-step canvases while the palette fades in, then the `idle` loop.
Body-follows the pointer, page-scoped. 160px in the wizard.
- `OnboardingWizard`: steps 1 → 2 → 3 → 4 hand over inside one
`AnimatePresence` (departing content fades and gives its room back;
arriving content opens its room then fills); the hero has a room that
opens on the walk into the agent step; opening directly on the agent
step plays the arrival half; the self-hosted naming step uses the arc's
label and field.
- Motion vocabulary in `onboarding-motion.ts` (`stepContentMotion`,
`ledeMotion`, `heroRoomMotion`, `heroRoomArrival`, `titleSwapMotion`).
- Storybook: `Onboarding / Character` (Wake Up), `Onboarding / Agent
arc` walkable from the naming step plus `Arrive From Cloud`; the
companies fixture answers the wizard's create call with a company.
- Uses the shared runtime for onboarding; `doc/agent-personas.md`
documents the shared character.
- Releases both onboarding canvases after partial startup or transition
failure. Registers each canvas before seeking so synchronous render
errors can release it. Six component tests cover these failures and
palette changes before or during wake.
- Refreshes both sleeping canvases when the palette changes, including a
palette change in the same render as wake.
- Moves choreography values into the CSS token layer and preserves the
shared motion catalog drift check across the imported stylesheet.
- Repairs the static Storybook avatar route and uses accessible heading
names/current button labels in the wizard play functions.
- Closes the lazy avatar worker pool during application shutdown.

## Verification

- Merge-preparation checks: `pnpm -r typecheck`, `pnpm build`, `pnpm
build-storybook`, and `pnpm check:token-gates` pass. The final UI
typecheck and 123 focused onboarding, lifecycle, and token catalog tests
pass. All 55 checks on final head
`b4f5e201a1564083d163abc6f93f5b3da06ccefd` pass, including the full
sharded test suite, runner verification, and all eight browser shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/35445430535)).
The duplicate monolithic local `pnpm test:run` was stopped after CI
completed; it is not claimed as a separate completed local run.
- Chromium walkthrough: palette change, wake, return to sleep, WebGL
failure fallback, Review step hand-offs and cloud arrival pass with
normal and reduced motion; no browser errors. The signoff happy-path
browser test also passes against a disposable instance.
- The final CI run confirms the catalog fix and a passing signoff
browser shard. The earlier signoff failure was a heartbeat-run
availability timeout; the focused local reproduction and final CI passed
without signoff code changes.
- Original author verification:
- `pnpm check:token-gates` (includes the new character sync check);
shared, server avatar/persona (17) and UI onboarding/persona (137)
suites pass; `pnpm build-storybook` packages all 3,564 avatar PNGs
through the worker pipeline.
- Storybook: `Agents / Personas` Sizes, Expressions and Palettes render
the studio character at every size and pose; `Onboarding / Character →
Wake Up` plays the wake on the shared engine; `Onboarding / Agent arc`
walks 1 → 4 with the hand-offs, and `Arrive From Cloud` plays the
arrival (measured: content room 6 → 65px over 320ms, fade to 1.0 by
~560ms, footer travel continuous).
- The original author walked the agent → connect → review flow and wake
after a real sign-in on staging.
- Not done here: the Linux Storybook visual baselines
(`tests/storybook-visual/agent-personas.spec.ts`) need re-baselining for
the new engine, hero size and naming-step changes.

## Risks

- Every avatar's pixels change (new engine, new character) under the
unchanged `cap-v1` name. Stacks that rendered avatars on the previous
engine keep those PNGs in their cache
(`generated-agent-avatars/cap-v1/...`, served immutable) until cleared;
only the two pinned staging stacks ever did.
- The one-shot handoff to the idle loop is timed from the sequence's
authored duration (the engine reports completion by continuing into idle
itself); presentation only, nothing in the wizard's state waits on it.
- Reduced motion skips the wake and the hand-offs; jsdom is treated the
same way, so the wizard tests see the next step's content immediately.
- The committed export differs from the studio by one animation (Loop
off, leading idle step removed); a re-export without that fix would play
a 5.6s idle before the wake.

## Model Used

Original feature: Anthropic Claude Fable 5.1 (`claude-fable-5-1`) in
Claude Code, with shell, browser, and file tools. The original context
window was not recorded.

Merge preparation and lifecycle regression fixes: OpenAI GPT-6 in Codex,
with reasoning, shell execution, file editing, GitHub CLI, and automated
tests. The session does not expose an exact runtime 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

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

---------

Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 08:30:14 -05:00
1ef3b08714 feat(ui): integrate agent personas across the app (#13171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stable agent persona is useful only when the same identity appears
across the app.
> - Lists, task messages, selectors, and activity feeds need inexpensive
static avatars.
> - Onboarding and agent headers need a larger character with
expressions and pointer tracking.
> - This pull request connects the persona foundation to those existing
views and preserves onboarding draft assignments.
> - Full-page stories and Linux checks make the placements and
performance contract reviewable.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need a stable visual identity in lists, tasks, onboarding, and
configuration. External tools also need an image URL for that identity.

**Proposed solution**

Assign each agent a permanent palette from a fixed ClipLab character
library. Store the assignment on the agent. Render and cache preset PNG
URLs on demand. Use static images in dense views and one animated
character in larger placements.

**Alternatives considered**

A generated image bundle requires a separate asset build. A live
renderer in every avatar adds unnecessary work in large lists. Arbitrary
uploaded images do not provide the requested shared character system.

**Roadmap alignment**

This improves agent identity across existing control-plane views. It
preserves agent permissions, company boundaries, and status labels.
ROADMAP.md has no separate ClipLab persona milestone.

Related approaches: #2422 adds configurable image URLs and DiceBear
generation; #5578 adds optional uploaded avatars. This work uses a
fixed, versioned character library and preset URLs.

## What Changed

- Replace agent icons with static persona images across lists, the
sidebar, org charts, tasks, comments, selectors, activity, and dashboard
views.
- Put one animated character in the agent header. Let it follow the
pointer across the page, with reduced-motion and touch fallbacks.
- Add larger padded characters to agent creation. Keep the palette
stable across draft refreshes and connection retries, then reveal it
after success.
- Pass appearance through shared projections rather than fetching each
agent separately.
- Add real full-page Storybook examples for the agent list, overview,
task, dashboard, new-agent dialog, and connection page.
- Add Linux screenshot, clipping, density, and 500-avatar performance
checks.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased
tree. Persona lifecycle tests pass.
- The rebased feature passes 38 Linux screenshot/performance checks,
including both display densities, corner pointer positions, and the
no-WebGL/no-live-download contract for 500 avatars.
- The final Linux persona suite passes all 38 visual, lifecycle,
density, and full-page checks using the standard Storybook configuration
and real on-demand avatar endpoint.
- Final local focused verification: 45 avatar/native-recovery tests
pass; UI identity/routine tests, typecheck/build, token gates, and
Storybook build pass.
- Current-head CI passes: full workspace/server tests, all serialized
server groups, typecheck/release checks, build, canary validation, and
end-to-end shards. The build passed after retrying a native-runner
concurrency-test failure; its three targeted cases also pass locally.
- Manual inspection covered stable identities in the app, header
placement, full-page mouse tracking, onboarding size, and task/dashboard
placements.


### Screenshots

Linux captures use synthetic Storybook fixtures. Full-page captures use
reduced motion. The live character, mouse tracking, and disposal are
checked separately.

<details>
<summary>Agent overview with the character in its header</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png"
width="900" alt="Agent overview with the character in its header" />

</details>
<details>
<summary>Task messages and assignee identity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png"
width="900" alt="Task messages and assignee identity" />

</details>
<details>
<summary>Larger onboarding character with room for expressions</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png"
width="900" alt="Larger onboarding character with room for expressions"
/>

</details>
<details>
<summary>Dashboard agent activity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png"
width="900" alt="Dashboard agent activity" />

</details>

## Risks

- This PR depends on #13170, the persona foundation. Merge the
foundation first, then retarget this PR to master.
- Many placements change from icons to character silhouettes. Human
avatars and authoritative agent status labels retain their existing
behavior.
- Only one character can render live per view. Reduced motion,
hidden/offscreen content, touch input, and renderer failures use the
defined fallbacks.
- The full-page stories use fixture data. They do not contact a real
company or complete real provider sign-in.

## Model Used

OpenAI Codex, GPT-6 family. The exact model identifier and context
window are not exposed in this session. Used code editing, shell
execution, browser inspection, and Linux visual testing.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Tonio <tonework@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 07:57:53 -05:00
scotttong 3f1d897a7c copy(connectors): say "organization" in the connector setup flow (#13589) 2026-09-17 19:37:14 -07:00
DottaandPaperclip 669bd0e7a9 fix(ui): show progress and verify subscriptions during onboarding (#13499)
Automatically verify detected Claude and Codex subscriptions during initial onboarding. Show connection progress, support retries, and ignore stale results after navigation. Prefer the personal default subscription while preserving the later create-agent chooser.

Allow Enter to advance from the agent name field. Add regression tests and production-component Storybook coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-15 17:39:25 -05:00
DottaandPaperclip 9cfa7fd2d1 fix(ui): share compact live and saved activity across runners (#13421)
## Thinking Path

> - Paperclip helps people manage AI agents and inspect their work.
> - Task threads show live activity and saved transcripts from several
runners.
> - Legacy runs used a separate activity renderer that expanded tool
cards as commands arrived.
> - A compact live row makes ongoing work easier to follow.
> - This PR shares the native runner activity group across live and
saved legacy turns.
> - Both paths now use the same labels, icon gutter, animation, and
history controls.

## Linked Issues or Issue Description

Related: Refs #13255, which introduced rolling native-runner activity
groups.

**What happened?**

During a legacy CLI run, each new command added an expanded tool card
under an activity heading. The original legacy parity story rendered a
completed turn, so it did not exercise this live path.

**Expected behavior**

Show one current activity line per commentary group. Roll that line
forward when a new activity starts. Keep tool icons aligned on the left,
use friendly labels, and show history only when expanded.

**Steps to reproduce**

1. Start a task with the Codex local adapter using the CLI engine.
2. Ask it to read two files in separate tool calls and run a test
command.
3. Watch the activity feed while the run is active, then expand its
history.

**Paperclip version or commit**

The live behavior was reproduced on
bdee5ebb21b2d09280e49c88bc329435da1b07c8. This update includes both live
and saved rendering fixes.

**Deployment mode**

Built from source with the local test-drive command and a real Codex CLI
agent.

## What Changed

- Use `TaskChatRunnerActivityGroup` for both saved legacy phases and
`TaskChatLiveTail`.
- Align the legacy Working spinner with the shared activity icon gutter.
- Cover streamed reasoning updates, successive commands, image labels,
hidden details, and explicit history expansion in tests.
- Feed raw legacy transcript events through the real adapter and live
renderer in Storybook. Add live, expanded, narrow, light, and completed
stories with the final reply preserved.

## Verification

- Passed 195 targeted tests covering the live tail, status pill, shared
activity group, native turn, and full task thread.
- Passed UI typechecking, token gates, UI build, and Storybook build
before submission.
- Observed a real Codex CLI run while it read separate files and ran
tests. The current activity stayed at one 32-pixel row without an
accumulated tool list; the spinner and activity icon centers aligned.
- Compared native and legacy Storybooks: identical rolling animation,
fixed height, persistent expansion, truncated long labels, and correct
light and completed states.
- Full repository `pnpm -r typecheck` and `pnpm build` passed after
replaying the branch on current master, including the Rust runner. The
full `pnpm test:run` suite is still running.

## Risks

- Legacy activity now starts collapsed. Users can expand each group and
each row to inspect the same transcript details.
- Live runtime request cards must retain their timeline positions.
Existing task-thread and native-runner regression tests cover this
boundary.
- No API, database, or transcript format changes.

## Model Used

- OpenAI GPT-6 through Codex for the live-path fix, tests, and browser
verification. Capabilities used: reasoning, tool use, local code
execution, and image inspection. The exact deployment ID and
context-window size are not exposed in this session.
- The original saved-turn change recorded OpenAI Codex with GPT-5.6; its
exact variant and context size were not recorded.

## 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>
2026-09-15 16:40:32 -05:00
DottaandPaperclip f912ecaacf fix: carry AI connections through hiring and unblock task execution (#13438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents hire other agents and assign tasks to them.
> - Managed AI connections must follow those hires across legacy and
native runners.
> - Missing accounts should pause task execution and let the user
connect from the task.
> - Subscription contention must wait without asking for new
credentials.
> - This pull request fixes these paths and the native tool and Daytona
staging failures found during live tests.
> - The result is a working hire, subtask, and connection setup flow on
local and remote runners.

## Linked Issues or Issue Description

**What happened?**

A managed Claude or Codex agent could hire a teammate without a usable
AI binding. Cross-provider hiring could fail before the user had a
chance to connect the new provider. First-time task setup did not show
the existing AI credential form inline. A busy subscription could
request a new connection. Native API replies could stop the parent after
a hire had already committed. Fresh Daytona sandboxes could fail to
extract read-only skill directories created on macOS.

**Expected behavior**

Compatible hires inherit the managed connection choice. A hire for
another provider uses the responsible user's default. If that account is
missing, the hire succeeds and the task asks for a connection.
Completing setup in the task resumes work automatically. Explicit child
auth settings and existing unmanaged login paths keep precedence.
Shared-account access checks remain in force.

**Steps to reproduce**

1. Connect a Claude or Codex parent with a managed AI account.
2. Ask it to hire one agent of each provider and create a self-assigned
subtask.
3. Assign work to both hires without connecting the second provider
first.
4. Connect the missing provider from its task card.
5. Check that all tasks finish and same-provider work uses the original
account.
6. Repeat with native runners and fresh Daytona sandboxes. The opt-in
browser suite in `tests/hiring-ai-connections/README.md` performs these
steps.

**Paperclip version or commit**

The live failures were reproduced from `f2c5e54dc`. The branch is
rebased onto `5282cabde`.

**Deployment mode**

Isolated local development instance. Legacy CLI and native runners.
Local execution and ephemeral Daytona sandboxes.

Related work: Refs #13247 for managed AI connections. Refs #13268 for
legacy credential-reference inheritance, which this branch preserves.
Refs #13432 for a concurrent managed-inheritance fix. This PR also
covers cross-provider task setup, subscription waits, native API
replies, and Daytona extraction. It permits missing responsible-user
defaults at hire time; restricted shared selections still fail.

## What Changed

- Apply managed connection defaults to both agent creation routes.
Preserve explicit auth choices and legacy credential-reference
inheritance.
- Allow hires before their responsible user connects the provider. Keep
approval gates, company boundaries, and shared-account access checks.
- Reuse the production AI credential form inside the pending task card.
Resume the task after setup.
- Retry subscription lease contention without consuming the
provider-failure allowance or creating a connection request.
- Require task execution-lock ownership when scheduling, promoting, and
dispatching subscription retries. Recheck ownership under the issue row
lock.
- Rename the HTTP operation identity at the native tool boundary so it
cannot override the runner's operation identity.
- Delay directory permission restoration during Daytona extraction.
Preserve the final read-only modes.
- Add database-backed regressions, real browser acceptance tests, and
Storybook states. Document setup and run-log behavior.

## Verification

- Six real browser scenarios passed: both parent providers on legacy
local and legacy Daytona; native Codex locally; native Claude on
Daytona. Each scenario hires both providers, completes a self-subtask
and assigned work, and connects the missing provider inline with
automatic continuation.
- Successful runs verify the account, responsible user, runner mode, and
Daytona lease. All 18 test sandboxes were deleted.
- Live authentication used API keys. Subscription inheritance, lease
contention, and retry have integration coverage. Fresh subscription
OAuth sign-in was not automated.
- Red/green tests reproduced missing bindings, missing inline forms,
subscription contention, native API reply failure, and GNU tar
permission failure.
- Seven Storybook browser checks passed. They cover both providers,
method selection, narrow layout, completion, cancellation, and invalid
credentials.
- Full local suite coverage completed before rebase. Initial timing and
fixture startup failures passed unchanged on isolated reruns. The first
full command did not exit cleanly; the remaining workspace and
serialized groups were completed separately.
- After rebase, 107 hiring/auth/retry tests and 59 native API,
task-card, and Daytona tests passed. The full workspace typecheck,
production build, and token gates passed again. Storybook build passed
before rebase.

- Review fixes: 169 hiring/retry/dispatch tests, 37 adjacent tests, and
four explicit cancellation-race cases passed. Eight cross-provider cases
cover stale auth keys on both creation routes and both runner types.
Server typecheck and build passed.

- Final CI on `ee4890837a8a4913e07453392b9a75969580dae1`: 32 checks
passed. Two optional Storybook jobs were skipped. The full server,
workspace, browser, native runner, build, typecheck, and release checks
passed.
- Three unchanged tests initially failed on a busy port, a chat row-lock
race, and preview-server readiness. Each affected job passed after one
CI rerun. Isolated local checks also passed: 41 credential tests, the
chat-concurrency case, and 25 preview-runtime tests.
- Greptile reviewed the final commit at 5/5. Both review threads are
resolved. GitHub reports no merge conflicts.

## Risks

- A missing personal account now defers authentication to the first
task. Explicit incompatible bindings and restricted shared accounts
still fail at hire time.
- An inherited personal default uses the responsible user's existing
authorization to install access for the new agent. It never copies
credentials or another user's identity.
- Subscription contention retries after a delay and rechecks task
eligibility. It does not consume the provider-failure budget.
- Native hiring uses the existing managed API-tools opt-in. Remote
native runners require a matching Linux binary and provider pack, as
documented in the acceptance README.
- No schema changes. Live tests make paid provider calls and remain
opt-in.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) in Codex, with reasoning, repository
inspection, code execution, browser automation, and API 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>
2026-09-14 16:15:48 -05:00
DottaandPaperclip 5282cabde8 fix(ui): make every agent reachable from Chats (#13420)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Experimental Agent Chat gives each person a persistent conversation
with each agent.
> - The sidebar only showed starred or previously visited agents.
> - A person could not start a conversation with an agent absent from
that list.
> - This pull request adds a searchable agent picker and a default
sidebar entry.
> - People can now reach every company agent while keeping their
frequent conversations close.

## Linked Issues or Issue Description

Refs #13283, which introduced the existing task-backed agent chat
surface. This change adds discovery to that surface after maintainer
review of the Storybook design.

**What happened?**

With Agent Chat enabled, a person with no starred or recent agents had
no agent shortcut. The sidebar also lacked a direct way to start a chat
with another agent.

**Expected behavior**

Show the first-created company agent by default. Let the person search
all company agents and open a persistent conversation.

**Steps to reproduce**

1. Enable Agent Chat in a company with agents.
2. Use an account with no starred agents or recent chats.
3. Look for a chat entry in the sidebar, or try to chat with an agent
absent from its shortcuts.

**Paperclip version or commit**

The existing behavior is present on master at 728f7185f.

## What Changed

- Add a compact picker that searches every company agent by name or
role. Include loading, retry, empty, and no-match states.
- Keep the first-created agent in Chats alongside stars and up to four
other recent conversations.
- Align the compose button with stars. Show it on hover or keyboard
focus, and keep it visible on touch devices.
- Use the existing company-aware chat route. Close the mobile sidebar on
selection and reset the picker when the company or user changes.
- Connect the approved Storybook scenarios to the production sidebar and
picker. Update product and design-guide documentation.

## Verification

- Ten focused tests pass for ordering, duplicate names, role search,
keyboard selection, search reset, retry states, full-roster navigation,
mobile dismissal, and company/user changes.
- The agent-chat sidebar end-to-end test passes against an isolated
PostgreSQL container. It verifies the first-use default, picker
navigation, lazy creation, stars, draft preservation, and reopening
existing history. The old four-row and See all link expectations now
match the approved behavior.
- Browser review of the production components in Storybook: open the
sidebar picker, search for an agent absent from the shortcuts, select
with Enter, and send a message through the existing composer.
- `pnpm build`, `pnpm -r typecheck`, `pnpm check:token-gates`, and `pnpm
build-storybook` pass on the rebased branch. The full local test run
reached 12,020 passing server tests, then stopped because an unrelated
environment-custom-images suite could not allocate PostgreSQL shared
memory on this Mac. All corresponding CI test shards pass on isolated
hosts.
- All CI checks pass on commit
`c324568324a6a8b65adfc6447ef19bcc710c61df`. Greptile reviewed that
commit at 5/5 with no open findings.
- Reviewer path: enable Agent Chat, open the Chats compose button,
search by name or role, and select an agent. Existing conversation
history must remain available.

## Risks

- Sidebar ordering changes: the earliest-created agent remains visible
even without a visit or star.
- The hover control remains available to keyboard and touch users.
- This change uses the existing feature gate, APIs, membership
preferences, and persistent conversation behavior. It adds no migration
or server contract.
- Storybook uses fixture responses. Its first-use landing page is a
review fixture and is not added as a product route.

## Model Used

OpenAI GPT-6 Astra (`gpt-6-astra`) through Codex, with reasoning, code
execution, and browser tools. The session does not expose 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 13:19:13 -05:00
DottaandPaperclip 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Self-hosted boards need a way to show occasional product
announcements.
> - An app release should not be required to publish or withdraw a card.
> - Native card controls keep publishing consistent; the hero can use a
static image or isolated HTML/CSS animation.
> - This pull request renders a validated JSON feed with native
components.
> - It stores dismissals per account on each instance, so a closed card
stays closed across companies and browsers.
> - Named staging feeds let authors test content before production
publication.

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

Operators need a small, optional announcement card. Users need reliable
dismissal state. Authors need to test remote content without changing
the production feed.

**Proposed solution**

Add one non-modal AnnouncementWell. Fetch validated JSON and
content-addressed media through the instance server. Keep card controls
native, with optional sandboxed HTML/CSS animation in the hero. Use
stable announcement IDs for dismissal, an explicit empty manifest and
quiet 404 handling. Provide a staged publishing helper and isolated
test-drive guide.

**Alternatives considered**

Hosting the entire card as a page would move navigation and dismissal
into remote content. This change limits HTML to a scriptless, isolated
visual hero and keeps controls native. Browser-only storage would lose
dismissals across browsers, so the instance stores account preferences.

**Roadmap alignment**

ROADMAP.md has no overlapping announcement feature. A GitHub title
search found no related announcement pull requests. This work implements
a maintainer-requested feature.

## What Changed

- Add shared feed types, strict validation of every object, supported
routes, expiration and version checks.
- Add a board-only current-feed API, constrained media proxy, and
idempotent dismissal API. Store the first dismissal and its company
audit entry in one transaction.
- Cache upstream data for one hour. Use conditional requests, request
deduplication, response limits, public destination checks, and a
three-second deadline. Treat a remote 404 as an empty feed with a
fifteen-minute retry cooldown.
- Keep announcement visibility stable when focus moves to browser chrome
or another app pane; only tab visibility starts a return check.
- Add a responsive native announcement card. Respect onboarding, dialogs
and toast placement. Sync pending dismissals across tabs and retry after
reconnect or return.
- Add idempotent migrations for dismissals and validated publication
IDs, design-guide examples, static and animated Storybook examples, and
focused tests. The publication registry supports offline retries without
accepting caller-invented IDs.
- Add HTML/CSS animated heroes with static posters, automatic playback,
reduced-motion handling, strict DOMPurify validation, an empty iframe
sandbox and CSP that blocks scripts/network resources.
- Add validated staging publication, content-addressed assets, an empty
production manifest, preview fixtures, and authoring/operator
documentation.

## Verification

- The preceding implementation passed 98 targeted
shared/server/publisher/route/OpenAPI/UI tests and 127 tests including
the master rebase. The playback-control removal passes all 21
announcement UI tests, covering the rendered sandbox, fallback, reduced
motion, dismissal and slow/stale state lookups. The preceding
shared/server tests cover HTML validation and response sandbox headers.
- The playback-control removal passes UI typecheck, production UI build,
Storybook build and token gates locally. Browser verification confirms
the animated card has only its dismiss button and two links, with no
page errors. The full canonical CI matrix passed on current head
`00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two
optional Storybook deployment checks skipped. This run needed no
retries. Greptile reviewed this same head at 5/5 with no outstanding
findings.
- The local canonical general-server run passed 12,063 tests before
reporting embedded-PostgreSQL startup failures in an unrelated fixture.
All 31 tests in that fixture passed across isolated retries. The UI
group passed 6,219 tests and other workspace groups passed 3,201; two
CLI database-startup failures also passed individually. Serialized
server suites were verified by the full CI matrix rather than repeating
them locally. No source changes were needed for these environment
failures.
- The real S3/CloudFront staging manifest and both media asset headers
were verified. Production remains empty/unpublished. The guide
distinguishes the preview host's disabled edge cache from production
cache requirements.
- In the isolated test-drive, the animation visibly moves without
playback controls. A 390×844 browser viewport keeps the card above
navigation. Reduced motion makes no animation request. Both themes
render correctly and browser page errors are empty. Browser fault
injection verified that scripts cannot execute and CSS cannot make
network requests; a missing animation leaves its poster and controls.
- Refresh leaves the animated card visible. Closing it persists after
reload and the API returns null. Earlier live checks verified dismissal
across browsers, company-relative CTA navigation, modal
deferral/restoration, and new-ID eligibility after restarting the same
database.
- The deployed empty feed and a real remote 404 return HTTP 200 with
null from the board API, with a usable dashboard and no announcement
popup or browser warnings.
- Authoring documentation covers staging, animated HTML constraints,
test-drive, withdrawal, ID reuse and cache-refresh steps.

## Risks

- Animation supports self-contained visual HTML/CSS and inline SVG,
without JavaScript or external resources. A static image is required.
Older builds that do not recognize the optional animation field quietly
hide that unsupported feed.
- The default feed makes an outbound request from an instance when a
board is used. Operators can disable it. Requests contain no account
IDs, company data, cookies or interaction events.
- Feed publication and withdrawal can take about 65 minutes to reach
returning users because of CDN and instance caches. Expiration also
removes visible cards locally.
- Dismissals follow an account within one instance. No-login instances
share the existing local-board identity. Separate installations do not
share state.
- Both tables are additive. A unique key prevents duplicate dismissals;
the transaction prevents duplicate first-dismissal audit entries. The
publication registry retains only validated IDs. AGENTS.md and the
implementation spec document the required exception to company scope for
these instance-level records.
- Publication was limited to separate public staging prefixes on the
existing preview host. Production remains empty/unpublished. No AWS
policies or infrastructure were changed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and
context-window size are not exposed in this session. Capabilities used:
reasoning, code editing, shell execution, tests, browser interaction,
and tool use.

## 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>
2026-09-14 10:19:54 -05:00
Michael Nguyen 2d47a8058d fix(apps): update connector artwork and theme fallback (#13361)
> Awaiting author review. Do not merge until the author explicitly
approves.

## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Connector screens need recognizable app artwork.
> - Several bundled marks have inconsistent artwork or dark-theme
behavior.
> - The shared logo component should retain the existing frame.
> - This change replaces selected artwork and fixes local theme
fallback.
> - Users see consistent connector icons across shared component
callers.

## Linked Issues or Issue Description

**Current behavior**

Some connector marks use outdated artwork or unsuitable theme variants.
A remote dark logo can override a canonical local mark that works in
both themes.

**Proposed behavior**

Use the selected bundled artwork with the existing gray rounded frame.
Use local light artwork in both themes unless a distinct local dark
variant exists.

**Subsystem affected**

Connector artwork, the shared AppLogo resolver, and its validation.

**Breaking changes**

No connector capability, permission, credential, or catalog activation
changes. No duplicate PR was found in the earlier search.

## What Changed

- Update 46 artwork files and only the app definitions whose logo paths
need to change.
- Keep a compact public manifest of identities, paths, visibility, and
aliases.
- Prefer local artwork in both themes and preserve the existing frame
and padding.
- Add locally runnable artwork safety checks and a light/dark Storybook
gallery; leave PR workflows unchanged.
- Document artwork conventions. Source research is kept outside the
public manifest.

## Verification

- Artwork check: 69 identities pass.
- Node artwork validation tests: 13 pass (rechecked September 14).
- Focused resolver, component, and catalog tests: 40 pass (rechecked
September 14).
- Maintainer decision: dedicated icon-validation CI is not required; the
workflow remains unchanged. Greptile acknowledged 5/5 with no remaining
code concerns on September 14.
- UI typecheck, token gates, and Storybook build pass.
- Earlier full build and repository typecheck passed. The broad local
test run was stopped after workspace-runtime dependency fixture failures
outside this change. Current GitHub CI remains the full-suite gate.
- Visual approval remains outstanding. Review the canonical icon
registry in both themes at 24–48px.

## Risks

The SVG checker rejects common active features; it is not a general
sanitizer for arbitrary uploads. Optical balance still requires human
review. Remote fallback for unknown brands retains existing behavior.
This change does not add an asset importer or new connector
capabilities.

## Model Used

OpenAI Codex, assisted by GPT-5 and GPT-6 with code execution and
browser tooling. Exact hosted model IDs and context window sizes were
not exposed.

## Checklist

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


## Artwork comparison

Before and after for every affected identity. Images follow your GitHub
light/dark theme and are pinned to the base and PR commits. This
compares artwork; the existing gray rounded product frame and padding
are unchanged.

| Connector | Before | After |
|---|:---:|:---:|
| AgentMail | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/agentmail-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/agentmail.svg"
alt="AgentMail" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/agentmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/agentmail.svg"
alt="AgentMail" width="48" height="48"></picture> |
| Airtable | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/airtable.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/airtable.svg"
alt="Airtable" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/airtable.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/airtable.svg"
alt="Airtable" width="48" height="48"></picture> |
| Asana | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/asana.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/asana.svg"
alt="Asana" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/asana.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/asana.svg"
alt="Asana" width="48" height="48"></picture> |
| ClickHouse | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/clickhouse.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/clickhouse.svg"
alt="ClickHouse" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/clickhouse-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/clickhouse.svg"
alt="ClickHouse" width="48" height="48"></picture> |
| Cloudflare | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudflare.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudflare.svg"
alt="Cloudflare" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudflare.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudflare.svg"
alt="Cloudflare" width="48" height="48"></picture> |
| Cloudinary | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudinary-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudinary.svg"
alt="Cloudinary" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudinary-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudinary.svg"
alt="Cloudinary" width="48" height="48"></picture> |
| Discord | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/discord.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/discord.svg"
alt="Discord" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/discord-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/discord.svg"
alt="Discord" width="48" height="48"></picture> |
| GitHub | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/github-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/github.svg"
alt="GitHub" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/github-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/github.svg"
alt="GitHub" width="48" height="48"></picture> |
| Gmail | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/gmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/gmail.svg"
alt="Gmail" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/gmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/gmail.svg"
alt="Gmail" width="48" height="48"></picture> |
| Google Calendar | <picture><source media="(prefers-color-scheme:
dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-calendar.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-calendar.svg"
alt="Google Calendar" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-calendar.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-calendar.svg"
alt="Google Calendar" width="48" height="48"></picture> |
| Google Chat | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-chat.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-chat.svg"
alt="Google Chat" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-chat.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-chat.svg"
alt="Google Chat" width="48" height="48"></picture> |
| Google Docs | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-docs.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-docs.svg"
alt="Google Docs" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-docs.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-docs.svg"
alt="Google Docs" width="48" height="48"></picture> |
| Google Drive | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-drive.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-drive.svg"
alt="Google Drive" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-drive.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-drive.svg"
alt="Google Drive" width="48" height="48"></picture> |
| Google People | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-people.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-people.svg"
alt="Google People" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-people.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-people.svg"
alt="Google People" width="48" height="48"></picture> |
| Google Sheets | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-sheets.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-sheets.svg"
alt="Google Sheets" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-sheets.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-sheets.svg"
alt="Google Sheets" width="48" height="48"></picture> |
| Google Slides | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-slides.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-slides.svg"
alt="Google Slides" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-slides.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-slides.svg"
alt="Google Slides" width="48" height="48"></picture> |
| Google Workspace Search | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-workspace-search.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-workspace-search.svg"
alt="Google Workspace Search" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-workspace-search.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-workspace-search.svg"
alt="Google Workspace Search" width="48" height="48"></picture> |
| Hugging Face | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/hugging-face.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/hugging-face.svg"
alt="Hugging Face" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/hugging-face.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/hugging-face.svg"
alt="Hugging Face" width="48" height="48"></picture> |
| Jam.dev (library only) | New library entry | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jam-dev-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jam-dev.svg"
alt="Jam.dev" width="48" height="48"></picture> |
| Jira | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/jira-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/jira.svg"
alt="Jira" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jira.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jira.svg"
alt="Jira" width="48" height="48"></picture> |
| Linear | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/linear.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/linear.svg"
alt="Linear" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/linear-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/linear.svg"
alt="Linear" width="48" height="48"></picture> |
| Manufact | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/manufact.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/manufact.svg"
alt="Manufact" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/manufact-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/manufact.svg"
alt="Manufact" width="48" height="48"></picture> |
| Microsoft Teams | <picture><source media="(prefers-color-scheme:
dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/microsoft-teams.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/microsoft-teams.svg"
alt="Microsoft Teams" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/microsoft-teams.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/microsoft-teams.svg"
alt="Microsoft Teams" width="48" height="48"></picture> |
| Miro | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/miro-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/miro.svg"
alt="Miro" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/miro.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/miro.svg"
alt="Miro" width="48" height="48"></picture> |
| Mixpanel | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/mixpanel.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/mixpanel.svg"
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alt="Mixpanel" width="48" height="48"></picture> |
| Netlify | <picture><source media="(prefers-color-scheme: dark)"
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alt="Netlify" width="48" height="48"></picture> |
| Notion | <picture><source media="(prefers-color-scheme: dark)"
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alt="Notion" width="48" height="48"></picture> |
| PagerDuty | <picture><source media="(prefers-color-scheme: dark)"
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| PostHog | <picture><source media="(prefers-color-scheme: dark)"
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alt="PostHog" width="48" height="48"></picture> |
| Postman | <picture><source media="(prefers-color-scheme: dark)"
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alt="Postman" width="48" height="48"></picture> |
| Shopify | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/shopify.svg"><img
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alt="Shopify" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/shopify.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/shopify.svg"
alt="Shopify" width="48" height="48"></picture> |
| Slack | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/slack.png"><img
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alt="Slack" width="48" height="48"></picture> | <picture><source
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alt="Slack" width="48" height="48"></picture> |
| Stripe | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/stripe.svg"><img
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alt="Stripe" width="48" height="48"></picture> | <picture><source
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srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/stripe.svg"><img
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alt="Stripe" width="48" height="48"></picture> |
| Supabase | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/supabase.svg"><img
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alt="Supabase" width="48" height="48"></picture> |
| Telegram | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/telegram.svg"><img
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alt="Telegram" width="48" height="48"></picture> | <picture><source
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srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/telegram.svg"><img
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alt="Telegram" width="48" height="48"></picture> |
| Todoist | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/todoist.svg"><img
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alt="Todoist" width="48" height="48"></picture> | <picture><source
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alt="Todoist" width="48" height="48"></picture> |
| Wix | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/wix.svg"><img
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alt="Wix" width="48" height="48"></picture> |
| Zapier | <picture><source media="(prefers-color-scheme: dark)"
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alt="Zapier" width="48" height="48"></picture> |
2026-09-14 05:05:27 -10:00
DottaandPaperclip 8d1f0c20af fix: let responsible users choose either AI subscription or API key (#13351)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections select the account used for each run.
> - A responsible-user binding must follow the person whose work the
agent performs.
> - The saved sign-in method currently blocks users with another method
for the same provider.
> - This pull request resolves a personal default by company, user, and
provider.
> - Each user can use a subscription or API key with the same bot and
model.

## Linked Issues or Issue Description

Refs #13247, #13248, #13346, #13347.

**What happened?**
A bot configured with a Claude subscription rejects another responsible
user’s Claude API key. Inline repair also limits that person to the
original sign-in method.

**Expected behavior**
The same bot uses each responsible user’s default Claude account,
whether it is a subscription or API key. Explicit shared account
selections remain fixed.

**Steps to reproduce**
1. User A connects a Claude subscription and creates a bot using the
responsible user’s connection.
2. User C connects a personal Claude API key.
3. User C runs the same bot. Before this fix, credential resolution
fails.

## What Changed

- Add a personal provider-default table. Preserve legacy per-method
preferences and backfill the most recently updated preference, including
unavailable defaults. Repeated migration does not replace a selection. A
database trigger propagates old-server default updates without treating
new accounts as replacement defaults.
- Resolve responsible-user bindings by provider. Retain the method as a
wire compatibility hint for old servers. Explicit selections still
require the exact method and grant.
- Use the selected account’s method for credential isolation, refresh
locking, and run attribution.
- Update onboarding, agent setup, the picker, and inline task repair.
Keep existing authentication components and harness/model settings.
- Add mixed-method runtime, migration, repair, and Storybook coverage.
Include upstream’s duplicate Anthropic option fix through the base
branch.

## Verification

- Focused resolver, migration, connection-intent, onboarding, agent
setup, model, and connector UI suites: 331 tests passed.
- Onboarding and new-agent regression suites passed during the initial
focused run.
- UI typecheck, token gates, and Storybook build passed.
- Live browser checks passed for Claude and Codex API-default execution,
switching both back to subscriptions, and both existing shared-account
bots. Bot configuration remained unchanged.
- One Daytona startup command stalled before Claude launched. The test
run was cancelled, its sandbox stopped, and the same account/task passed
on retry. Startup cancellation remains a separate environment finding;
this PR does not change that command transport.
- Browser review: all eight assertions passed in the new mixed-method
story, including shared selection, return to responsible-user selection,
and unchanged harness/model.
- Repository build and typecheck passed after refreshing upstream
dependencies. Final resolver and historical rollback verification: 38
tests passed. All latest-head CI gates passed, including
server/workspace/serialized suites, browser E2E, build, typecheck, and
runner verification. The extra serial local full-suite run was stopped
after equivalent CI passed; focused local checks completed.

## Risks

- Users with both historical method defaults get their most recently
updated preference as the initial provider default. They can change it
explicitly in Connections.
- A revoked or unavailable default blocks. Connecting an additional
account does not silently replace it.
- Existing legacy authentication is unchanged. Managed responsible-user
bindings intentionally stop pinning a method.
- Live staging: the same Claude and Codex bots completed real API-key
runs after changing only the personal default, then completed
subscription runs after restoring the original defaults. Read-only
database verification confirms unchanged bot configuration and actual
method attribution. Distinct-user concurrency is covered by automated
real-database tests with synthetic credentials, not two live human
logins.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, code execution,
and browser interaction. The runtime does not expose a more specific
model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 20:27:26 -05:00
DottaandPaperclip 6cef9743c0 fix: deliver saved user messages after recovery stops (#13327)
Deliver saved user messages after legacy recovery stops. Validate undelivered comments and queue ownership under the task lock, preserve the operator identity checks from #13315, and prevent duplicate successors.

Add a recovery notice with Retry and inline errors, plus service, route, component, and browser coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-12 18:08:04 -05:00
8b84ae5b35 fix(ui): improve mobile entity picker sheets (#13343)
Co-Authored-By: Paperclip CodexRunner <codexrunner@paperclip.local>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-12 22:42:37 +00:00
DottaandPaperclip 8d6232e7b0 feat: reuse provider sign-in across AI connection workflows (#13248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect provider accounts during onboarding and agent setup.
> - They should reuse and manage those accounts through the existing
Connectors interface.
> - A second login wizard would diverge from the established provider
workflows.
> - This pull request composes the existing sign-in components into
Connections and agent configuration.
> - Users can select accounts without changing their agent's harness or
model.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add compact AI-account management to the existing Connectors pages.
- Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome,
and authentication controllers.
- Add the shared connection picker to agent setup/settings and task
requests.
- Preserve onboarding's sequence and reuse existing accounts.
- Add local-login recovery, retry, cancellation, and React StrictMode
handling.
- Add interactive Storybook scenarios, design-guide examples, and app
acceptance checks.

This is part 2 of the AI Connections change. The runtime foundation in
#13247 is merged. This PR now targets master.

## Verification

- Updated against master `47ded8bf9`, including the landed runtime
foundation and upstream task-search changes.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All CI test, browser, build, packaging, and runner jobs passed on
final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh
Greptile review is 5/5, the security scan passed, and there are no
unresolved review threads. The final CI aggregate gates passed.
- Local general-server coverage passed 11,804 tests; three
port-collision failures passed in an isolated 25-test rerun. All 6,111
UI tests passed. CLI coverage passed 484 tests; its remaining doctor
test requires port 3199, which is occupied by an unrelated report server
on this Mac. The complete CLI suite passed in CI.
- Live browser testing verified Codex API-key reconnect inside a task
card on desktop and phone. Real provider runs resumed and completed with
unchanged connection/grant identity and agent routing.
- Tested opening, cancelling, reopening, and completing connection
creation. A regression confirms Connect another account cannot submit
the new-agent form or copy provider keys into agent settings.
- Added shared inline repair, automatic local sign-in checks, and
responsive connection dialogs. Standalone Daytona installation ignores
workspace configuration and suppresses dependency scripts. Its
standalone build also passed with CI's exact pnpm 9.15.4.
- Destructive live tests are excluded by default. Explicit opt-in, local
deployment checks, and matching disposable fixture identities are
required before any mutation.

## Risks

- Local Codex/Grok creation requires the connection-specific terminal
login command.
- Browser sign-in uses the existing supported-environment controllers.
- This update verifies live local Claude detection and Codex API-key
task repair. New subscription authorization/refresh and
independent-human/native-runner isolation were not reverified in this
update.
- No agent automatically adopts managed Connections.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 16:51:26 -05:00
DottaandPaperclip 1652a5c7f2 fix: improve task search relevance with a PostgreSQL rubric (#13335)
Unify full and quick task search around PostgreSQL term coverage, explicit relevance bands, and conservative typo recovery. Preserve matching evidence and navigation, and add a judged corpus, regression tests, and documented performance measurements.

Validation: local typecheck, build, focused PostgreSQL tests, and task-list tests pass. All final-head CI gates pass and Greptile is 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-12 16:22:58 -05:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Channels connect external conversations to company tasks and agent
execution.
> - Slack, Discord, and AgentMail already provide durable delivery and
access controls.
> - People also need to reach an agent from Apple Messages and send
photos.
> - Photon provides shared Pro DMs, dedicated numbers, and authenticated
event recovery.
> - This pull request connects Photon to the existing channel services.
> - People can message an agent while Paperclip retains task ownership
and approval authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: channel services, shared contracts, database constraints,
Apps, and agent Channels UI.

**Problem or motivation**

Paperclip has no iMessage channel. A person cannot use Apple Messages to
start a task, send a photo, or answer an agent's pending question.

**Proposed solution**

Add experimental **iMessage Photon** with Pro-compatible shared DMs or a
dedicated Photon Cloud number per agent channel. Reuse channel
admission, identity links, task generations, publication, and
interaction continuation. Keep groups disabled for shared allocation.
Dedicated lines support groups that an operator explicitly enables.
Require a fresh linked message and a published agent response before
setup completes.

**Alternatives considered**

Shared allocation has no owned phone number, so it reserves one project
and allows DMs only. Dedicated allocation reserves one stable number.
Local Mac access needs a separate deployment model. The upstream Photon
Chat SDK adapter does not persist the poll mappings and send receipts
required here. This change uses the lower-level SDK without adding
another agent runtime.

**Roadmap alignment**

This extends Connected Apps and agent communication through the existing
channel subsystem. It does not add a parallel tool connection or agent
loop. GitHub searches for Photon and iMessage found no matching provider
implementation.

**Additional context**

This ships behind the existing experimental channel gate. Dedicated-line
release qualification remains incomplete. Real Photon Pro DMs passed
task/reply, native poll, text answers, confirmation rejection, media,
restart, pause, reconnect, revocation, and removal tests. An
operator-supplied iPhone camera HEIC also passed the full round trip.
Dedicated groups remain unqualified. See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the
implementation plan](doc/plans/2026-09-11-imessage-photon.md).

## What Changed

- Add the provider catalog entry, shared setup contracts, and a forward
migration. A global partial index reserves the dedicated number or
shared project until its endpoint is archived.
- Add Cloud project inspection, vaulted project credentials,
selected-line token renewal, and a leased receiver. Persist checkpoint
updates under the receiver lease. Shared project replay accepts sparse
increasing sequences only after a complete recovery barrier.
- Connect DMs and enabled groups to existing task generations, sender
authorization, ordered delivery, and publication services. Keep each
iMessage conversation on its task after completion; only explicit `/new`
or `/close` releases the binding. Publish committed inbound comments
live and label their human bubbles “Sent from iMessage” in both
task-chat renderers.
- Persist immutable text/file send identities, upload receipts, poll
IDs, option IDs, per-person drafts, and canonical interaction
continuation proofs.
- Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG
previews, and related Live Photo companion video retention.
- Add the three-step setup flow and channel management surfaces with
official branding. Preserve the experimental gate and existing
pause/disconnect behavior.
- Add interactive production-component Storybooks for setup, access,
recovery, and ongoing conversations. Add provider, integration, catalog,
and browser regression coverage. Document setup, recovery, supported
boundaries, and qualification gaps.

## Verification

- Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and
receive native Codex replies in Apple Messages. Unlinked senders cannot
start work.
- Three real follow-ups each reopened the same completed task. Incoming
bubbles appeared on its open page without reload and showed “Sent from
iMessage.” The third follow-up ran after restarting the server on
`4d7222110`; the agent correctly repeated its previous reply from before
the restart.
- Native polls after restart, sequential text drafts, required-field
correction, explicit submission, approval rejection with a required
reason, and native continuation passed against Photon.
- PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC
passed in both directions. The camera photo produced a 3024×4032 JPEG
preview. The native agent described it and returned the received HEIC
byte-for-byte.
- Pause/resume, reconnect, identity revocation, removal, `/status`,
`/new`, `/close`, and stale answers after close passed live. Messages
suppressed by pause did not become work on resume. Removal stopped
intake and removed credential bindings.
- All 304 focused tests passed on `4d7222110`. These cover Photon
unit/integration behavior, both task-chat renderers, live comment
hydration, completed-task continuity after restart, enabled groups,
duplicate delivery, and explicit reset/close. The selected Teams
completion-boundary regression also passed. Full workspace
typecheck/build and token gates passed for the conversation fix; the
final UI changes passed their affected typecheck/build and tests.
- All 26 new Photon Storybook Playwright cases passed in light and dark
themes, including the complete shared-DM setup journey and 390px mobile
follow-ups. UI typecheck and the Storybook build passed. These stories
use simulated Photon responses and do not replace the live evidence
above.
- The full chat-adapters browser suite previously passed all 39 cases.
Migration checks passed, and migration 0275 applied to the isolated live
instance with the earlier Photon migration already applied.
- The local full Vitest run was previously interrupted by the host's
embedded-Postgres shared-memory limit; it is not a full-suite pass. All
30 applicable CI checks passed on preceding head `7a5419cac`, with two
skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit
required-story discovery guard to the 26 passing Storybook cases.
Greptile rates this final head 5/5 with no unresolved review threads.
All 30 applicable CI checks passed, with two optional checks skipped.
- A repeated live send key suppressed the duplicate but returned gRPC 6
/ SDK `internalError` without an original receipt. Paperclip keeps
unknown delivery unresolved. This provider behavior is covered by a
regression test.
- See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package
versions, redacted live evidence, deterministic coverage, and remaining
qualification gaps.

## Risks

- Dedicated group qualification remains unrun; groups are disabled for
the approved Pro scope. Real iPhone camera HEIC passed transport,
preview generation, agent inspection, and return. Keep the channel
experimental; the dedicated-line release matrix remains incomplete.
- Shared recovery and attachment aliases were verified against the live
gateway. Duplicate writes currently return an error without the original
receipt; unresolved sends require operator resolution. The
implementation fails visibly on invalid replay ordering, a reset cursor,
or changed identity.
- The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF
binaries have not been executed in this work. Linux musl has no packaged
converter. Unsupported conversion retains the original and reports the
missing preview.
- The migration adds a global reservation across companies for Photon
numbers and shared projects. Paused and revoked endpoints keep that
reservation until removal.
- Integration touches shared channel services. Existing provider browser
coverage passes; broad repository verification is recorded above.
- `pnpm-lock.yaml` is intentionally excluded under repository policy.
The repository bot owns lockfile updates. The additional Superagent
supply-chain scan is neutral/inconclusive because these new dependencies
are not yet in the committed lockfile. Its security scan passed; all
required CI checks pass.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, browser testing, and tool use. The exact served model
identifier and context-window size are not exposed in this session. No
sub-agents were used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 15:23:50 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
DottaandPaperclip eb9f954bae fix(ui): stabilize steered chat activity presentation (#13246)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task chat shows live agent work and user steering.
> - Steered messages showed a second timestamp that did not match normal
chat messages.
> - Folded live work also changed height as new commands arrived.
> - Status carets and dots did not use the same vertical alignment.
> - This pull request gives these states one stable presentation.
> - The benefit is a task chat that is easier to read while an agent
works.

## Linked Issues or Issue Description

**What happened?**

Steered chat messages showed a separate queued or steered timestamp.
Folded live activity could grow and shrink. Some carets and status dots
did not align vertically.

**Expected behavior**

Steered messages use the normal timestamp. Folded live activity shows
one latest line until the user opens it. Carets and dots use the same
vertical center.

**Steps to reproduce**

1. Open a task chat with a running agent.
2. Steer the chat and inspect the message timestamp.
3. Keep live activity folded while new commands arrive.
4. Compare the caret with the status dot in the Reconnecting state.

**Paperclip version or commit**

Current `master` before this change.

**Deployment mode**

Local development mode.

## What Changed

- Use the normal timestamp for steered chat messages.
- Keep folded live activity to one line and replace it with the latest
activity.
- Keep the full activity timeline available after explicit expansion.
- Vertically align carets and status dots, including Reconnecting.
- Add focused component tests and Storybook review states.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/task-chat/TaskChatRunnerTurn.test.tsx
src/components/task-chat/TaskChatStatusPill.test.tsx
src/components/task-chat/task-chat-adapter.test.ts` (63 tests passed)
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/ui build-storybook`

## Risks

- Low risk. The change is limited to task chat presentation and its
tests.
- A live activity item can replace the folded text. The expanded
timeline keeps the full history.

> This fix does not overlap with planned work in `ROADMAP.md`.

## Model Used

- OpenAI Codex. The runtime did not expose the exact model ID or context
window. The agent used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (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>
2026-09-11 21:26:44 -05:00
9b7bd41833 feat(ui): refine dashboard cards, charts, and recent lists (#13269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the dashboard and Live runs page to inspect current
and recent runs.
> - Large transcript cards take space and make it hard to compare run
states.
> - A compact card must show the agent, linked task, and time, with
access to run details.
> - This pull request applies the supplied card design to both views.
> - Operators can scan more runs and open a run or task for details.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The agent run cards on the dashboard and Live runs page, plus dashboard
charts and recent lists.

**Subsystem affected**

`ui/` — React board UI.

**Current behavior**

Both views show large cards with embedded transcripts. Queued and
running cards share a live treatment. The dashboard chart grid leaves an
empty column, recent lists use different row sizes, and some activity
labels expose raw event names.

**Proposed behavior**

Both views use the same compact grid. Each card shows the existing
initials avatar, the agent name, one linked task row, and a
right-aligned timestamp. There is no status chip next to the agent name.
The timestamp uses small Inter text and the same muted gray as dashboard
metric descriptions. Recovery details remain in the task view. Run
status remains in the header tooltip and accessible label, and run
transcripts remain in the run detail view. The shared in-progress task
icon is now an animated circular spinner across the app.

**Reason and benefit**

Operators can scan task states without scrolling through embedded
output. The in-progress spinner keeps the shared task icon sizes,
circular shape, and stroke width. It honors reduced-motion preferences.

**Breaking changes**

The dashboard and Live runs page no longer show transcripts inside
cards. Open the agent header to inspect a run. There are no API or
database changes.

**Additional context**

Related public work found during the duplicate search:

- Refs #4317 — related run-state display concerns. This change does not
change server state reconciliation.
- Refs #11394 — related live-run cache updates. This change retains the
existing data flow.
- Refs #2118 — related navigation from agent cards. The card header here
opens the specific run.

## What Changed

- Apply compact cards to the dashboard and Live runs page, with status
icons and theme tokens.
- Use 16 × 16px status icons in the shared cards, including the
missing-task clock.
- Keep the existing circular initials avatar. Remove the status chip
beside the agent name while preserving the run label for tooltips and
accessibility.
- Replace the shared in-progress task glyph with an animated open
circle. Use the same 10-unit radius and 2-unit stroke as the other task
glyphs, with a reduced-motion guard across all task status surfaces.
This is the requested workflow-status indicator across the app,
including between runs; live indicators separately report active
execution.
- Use the same Tailwind blue tokens as nav dots and Live labels for the
progress icon: blue-400 in dark mode and blue-600 in light mode.
Covered-blocked icons follow the same blue token.
- Match the Tasks by Status chart's In Progress bar and legend to the
spinner's theme-aware color token.
- Distribute the three visible dashboard charts across equal-width
desktop columns, preserving existing gaps, card padding, and page
margins. Retain four columns when the optional priority chart is
enabled.
- Use the done task icon's `--status-task-icon-done` token for green
bars in Run Activity, Tasks by Status, and Success Rate, including their
legends.
- Use the blocked task icon's `--status-task-icon-blocked` token for red
bars and legends in Run Activity, Tasks by Status, Success Rate, and
priority charts.
- Align Recent Tasks live counts to the sidebar's right edge. Reveal the
ellipsis over a fading row surface on hover, keyboard focus, and while
its menu is open, without moving the label or count.
- Keep the ellipsis backdrop synchronized with the row background during
fade-out, using the actual sidebar surface in both themes to prevent a
darker flash.
- On coarse-pointer devices, reserve space for the always-visible
ellipsis and disable its fade so the live count remains readable beside
it.
- Order desktop dashboard Recent Tasks as status icon, task title, agent
avatar/name, 11px monospace task ID, then timestamp. In narrow cards,
keep the ID right-aligned beside the truncated title and place the agent
and timestamp on the second line.
- Give both dashboard lists the same 48px desktop rows, 24px leading
slots, 80px desktop task ID columns, and 64px right-aligned timestamp
columns. Use an 8px icon-to-content gap matching the task detail
heading. Narrow layouts use matching 76px rows with intrinsic-width IDs
on the title line; activity timestamps stay below.
- Order dashboard Recent Activity as actor avatar, actor name, verb,
task title, 11px monospace task ID, then timestamp. Use direct verbs
such as “Board read …” instead of “issue read marked”. Truncate titles
to preserve IDs and timestamps; keep full names and titles in tooltips.
- Use 12px task status icons in the top breadcrumb and Properties status
row. Keep the main task title icon at 20px.
- Reduce monospace task IDs to the 11px micro type token in breadcrumbs
and shared run cards, aligning them to the adjacent task titles' text
baseline while keeping status icons centered.
- Show the task title and identifier in one bordered row. Keep
missing-task links usable and show lookup failures.
- Remove the recovery chip and place the timestamp below the task row.
- Keep the link to all runs available when the dashboard has four or
fewer runs.
- Avoid transcript polling for compact cards.
- Fix bundled Inter font URLs and update the design guide and Storybook
fixtures.
- Cover run navigation, task status, failed lookups, shared icon sizes
and stroke, and reduced-motion-safe animation in tests.

## Verification

- Latest review fixes: targeted SidebarRecentTasks, SidebarNavItem,
StatusGlyph, StatusIcon, ActiveAgentsPanel, activity-format,
ui-font-assets, and Dashboard suites — 65 tests pass, including
read/unread verbs and reduced-motion-safe task animation.
- `pnpm --filter @paperclipai/ui typecheck` — passes.
- `pnpm check:token-gates` — all gates pass.
- `git diff --check` — passes.
- Related component suites passed during development: run cards, status
glyphs, breadcrumbs, issue properties, charts, sidebar navigation,
recent-task actions, and settings sidebar.
- Full repository `pnpm -r typecheck` and `pnpm build` pass on the final
commit using the temporary Rust toolchain. Storybook build passed
earlier in preparation.
- All CI gates pass on `c85e949b12b471d425d216caa609aee41dc58bde`: all
general/workspace and serialized server test shards, all three browser
shards, build/runner verification, typecheck/release registry, canary
dry run, policy, and security checks. The duplicate local `pnpm
test:run` was stopped after CI completed the same test suites; it is not
claimed as a completed local pass. The two Storybook jobs are skipped by
the configured draft-PR workflow.
- Greptile reviewed the final commit at 5/5 with no actionable findings
and zero unresolved review threads.
- Browser measurements at 1654px, 860px, and 390px confirm matching 48px
desktop and 76px narrow rows (plus 1px dividers), right-aligned IDs on
the title line, 64px timestamp slots, and no horizontal overflow. Narrow
Recent Tasks rows retain readable agent names below the title. Activity
reads as actor, verb, title, ID, time. Additional reference details can
expand an activity row.
- Verified three equal-width desktop charts with 16px gaps and aligned
outer edges. Chart blues, greens, and reds resolve to the matching
task-icon tokens.
- Verified real queued, running, succeeded, failed, cancelled, and
timed-out runs in the dev dashboard. Checked compact cards, task/run
links, timestamps, light/dark themes, and narrow layout.
- To inspect: open Dashboard, then Live runs. Both pages use the same
small cards. Open an agent header for run output, or the task row for
task details.
- Verified the updated spinner on the real dashboard cards, Recent
tasks, and task list. Checked actual SVG circle radius, rendered size,
and stroke width. Confirmed the spinner, nav dots, and Live labels
resolve to the identical blue-400 color in the dark-mode preview; light
mode uses their shared blue-600 token.
- Verified 12px computed width and height in the task breadcrumb and
Properties pane, the restored 20px main task icon, and 11px task IDs
with baseline alignment in the breadcrumb and shared dashboard/Live runs
cards.
- Verified the chart bar and legend resolve to the spinner color; Recent
Tasks counts align with Dashboard's count. Checked the fading ellipsis
overlay with keyboard focus and its open-menu state, then dismissed the
menu.

## Risks

- Operators must open run details to read output that was previously
embedded.
- Run outcomes are available in the header tooltip and run details
instead of a visible status chip. An in-progress task icon reflects task
status, independently of an individual run's outcome.
- Long names and task titles truncate within the compact layout. Full
labels remain available through links and tooltips.
- Font loading changes affect all UI text that uses the bundled Inter
font. The files remain served from the existing public fonts directory.
- No schema, API, adapter, or execution-policy changes.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with extended reasoning,
repository tools, code execution, and browser verification. The session
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: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 17:02:40 -07:00
DottaandPaperclip f2e2d38972 feat(ui): summarize completed runner activity groups (#13274)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task chat shows tool activity between agent updates.
> - Finished groups currently keep the last raw command on screen.
> - Failure totals add visual weight to normal retries.
> - This pull request summarizes finished groups with short action
phrases.
> - Users can expand each group to inspect the original activity and
output.
> - The benefit is a quieter history that still explains the work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Runner activity in live task chat and saved history.

**Current behavior**

A finished group shows its last command or tool target. A separate
failure count remains visible after retries.

**Proposed behavior**

Show short phrases such as “Ran commands” or “Read files, ran commands”
when a commentary group finishes. Remove failure counts in both active
and finished groups. Keep original output in expandable history.

**Reason and benefit**

The activity summary describes the work without filling the conversation
with shell arguments or treating each retry as an alarm. Unsuccessful
reads and edits use “Checked files” and “Worked on files” to avoid
claiming success.

**Additional context**

Refs: #13255. This builds on the merged rolling activity groups. Related
open PR #13246 covers steering and status presentation; this change
concerns completed summaries and failure counts. The design was reviewed
in desktop and mobile Storybook previews.

## What Changed

- Add a deterministic summary shared by builtin and provider-native
activity.
- Combine repeated categories and retries, preserve category order, and
bound long summaries.
- Summarize each inactive commentary group while the next group can
still be running.
- Keep expansion, individual output disclosures, and active rolling
rows.
- Use the production component in eight review stories, including
animated desktop and mobile transitions.
- Cover retries, unsuccessful edits, unknown tools, reasoning-only
groups, saved history, and resuming work.

## Verification

- Focused summary, group, and runner-turn tests pass: 62 tests.
- Token gates pass.
- The approved Storybook previews passed browser checks for desktop,
mobile, keyboard expansion, live-to-completed transitions, and original
retry output.
- `pnpm -r typecheck`, `pnpm build`, and the production Storybook build
pass.
- The complete UI suite passes: 582 files and 6,005 tests. The full
repository test run is in progress after repairing missing symlinks in
the local PostgreSQL dependency. A native workspace suite that hit the
setup failure now passes all six tests.
- Greptile is 5/5 on the current commit, with no review threads.
Security checks pass. All individual CI jobs pass except server shard
4/5, where one plugin-worker output timing assertion failed. The
complete plugin-worker suite passes locally (83 tests). The workflow
finished. One retry of the failed shard and aggregate check was
dispatched and is queued. Squash auto-merge is enabled and remains gated
on required checks.
- Rechecked the production stories in the browser: mobile history stays
on one line, and expansion survives completion while the next group
remains active.
- Review in Storybook under Tasks → Completed activity preview. Use Next
to finish one group while the next group remains active. Open a
completed summary to inspect its history.

## Risks

- Summaries classify observed activity; “Ran commands” does not mean
exit code zero.
- Unknown tools use a generic description. Full names and outputs remain
in history.
- No API, database, or runner protocol contracts change.

> Reviewed ROADMAP.md. This is a focused improvement to the existing
task-chat presentation.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, code execution,
and browser testing. The runtime does not expose a more specific model
version or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 22:48:25 +00:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment 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>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 3bafac12f7 refactor: remove automatic productivity reviews (#13263)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 15:46:35 -05:00
DottaandPaperclip ce09ea40b0 feat(ui): show one rolling runner activity per commentary group (#13255)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task chat shows commentary and runner activity as work proceeds.
> - The expanded activity list uses multiple text lines and an indented
rail.
> - The folded view can repeat reasoning and the current tool in
separate places.
> - This pull request shows one rolling activity between commentary
messages.
> - Users can open a group to follow its full history and inspect each
item.
> - The benefit is a compact feed with aligned icons and stable row
height.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The runner activity groups in task chat, during live work and in saved
history.

**Current behavior**

Activity is spread across a group summary, a reasoning ticker, and a
current-tool row. Expanded rows have different alignment and can span
several lines.

**Proposed behavior**

Keep one latest activity per commentary group. Roll new activities
upward. Keep each expanded history row on one line. Use neutral failure
text without an X icon. Keep the full details available by opening an
individual row.

**Additional context**

Refs: #13246. That open PR covers related folded activity, steering
timestamps, and status alignment. This change implements the separately
reviewed activity-group design, including animated replacement,
single-line expanded history, and neutral failures. It does not change
steering timestamps or status pills.

## What Changed

- Add a shared runner activity group with persistent expansion and
reduced-motion support.
- Use the group in the production runner turn and remove duplicate
narration and current-tool rows.
- Preserve commentary, plan cards, request receipts, and final-response
placement.
- Keep tool output, reasoning, research sources, file previews, and
failure details accessible.
- Render the production turn in desktop and mobile animated Storybook
fixtures.
- Add tests for animation identity, failure visibility, expansion
persistence, and timeline order.
- Validate resource link schemes and omit disclosure controls for items
with no details.

## Verification

- Focused activity, runner turn, protocol detail, and task-thread tests
pass: 161 tests.
- `pnpm check:token-gates` passes.
- Browser checks confirm a 32-pixel compact row, centered icons, and
one-line expanded rows.
- `pnpm -r typecheck` and `pnpm build` pass. The final UI build also
passes.
- Two real native Codex runs completed in an isolated local instance.
Each run created the expected file, performed separate delayed tool
calls, reported a deliberate missing-file failure, recovered, and
finished the task.
- Browser verification confirmed that the open three-row activity group
remained expanded after the second run moved into saved history. Saved
error output remained accessible without red styling or an X.
- The complete UI suite passes: 581 files and 5,979 tests.
- `pnpm --filter @paperclipai/ui build-storybook` passes for the final
production fixtures.
- Greptile rates the latest commit 5/5, with zero new comments and no
unresolved review threads. The security scan passes.
- All repository test shards pass in CI. The duplicate local `pnpm
test:run` was stopped after CI completed the full test coverage. The CI
build failed twice because the worker ran out of disk space compiling
the Rust runner tests (`No space left on device`, error 28). The build
and its aggregate verify gate remain blocked by CI capacity. GitHub
squash auto-merge is enabled and will wait for required checks to pass.

## Risks

- This changes presentation and disclosure behavior. Users open a group
to see earlier activity.
- Animation uses stable item IDs. A provider that replaces IDs can
trigger another transition.
- No API, database, or runner protocol contracts change.

> Reviewed `ROADMAP.md`. This improves an existing task-chat surface.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, code execution,
and browser testing. The runtime does not expose a more specific model
version or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 20:06:31 +00:00
DottaandPaperclip 063ba59ae3 Fix workspace-ready notice rendering (#12716)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The task thread shows user, agent, and control-plane messages.
> - Workspace-ready comments keep agent attribution for audit and
authorization.
> - These comments also have an explicit system-notice presentation.
> - The client used attribution before the presentation contract.
> - As a result, workspace-ready comments appeared as agent bubbles.
> - This pull request gives the system-notice presentation priority.
> - The benefit is a compact workspace notice with expandable details.

## Linked Issues or Issue Description

**What happened?**

The task thread showed a workspace-ready control-plane comment as a
normal agent message. The comment kept agent attribution for audit and
authorization, so the client did not use its system-notice presentation.

**Expected behavior**

The task thread must show a comment with the `system_notice`
presentation as a compact system notice. The user must be able to expand
the notice to inspect its details.

**Steps to reproduce**

1. Open a task with a workspace that becomes ready.
2. Wait for the control plane to add the workspace-ready comment.
3. Observe that the task thread shows the comment as an agent bubble
instead of a system notice.

**Paperclip version or commit**

`master` at `8eaa5caa0`.

**Deployment mode**

Local dev (`pnpm dev`).

**Agent adapter(s) involved**

Not adapter-specific. This is a core UI bug.

## What Changed

- Give the `system_notice` presentation priority when the task-chat
adapter selects the message kind.
- Pass the notice presentation data to the task-chat model.
- Improve the compact and expanded workspace notice details.
- Add component tests, adapter tests, and Storybook cases for workspace
notices.

## Verification

- `pnpm exec vitest run
ui/src/components/task-chat/task-chat-adapter.test.ts
ui/src/components/task-chat/TaskChatSystemNotice.test.tsx` passes 15
tests.
- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` passes 5,670 tests and reports four pre-existing
workspace-runtime failures. The same four failures reproduce when the
two unrelated server test files run alone. They do not use the changed
task-chat files.

## Risks

- Risk is low. Normal agent messages still use the agent presentation.
- A comment with an explicit system-notice presentation now uses the
compact notice renderer.
- Regression tests cover both paths.

> 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 GPT-5 (`gpt-5`) through Codex. The agent used reasoning,
repository tools, and code execution. The runtime did not expose the
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 13:15:31 -05:00
DottaandPaperclip 7b829efdf6 feat: show tasks created from a task by project (#13241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can cause an agent to create more tasks.
> - Those tasks can belong to other projects or have another parent.
> - The subtask view does not show all work created from the current
task.
> - This pull request adds a Tasks tab with separate subtask and
creation groups.
> - Operators can follow created work without changing its parent or
project.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need to see all work that an agent creates while running for a
task. Parentage alone does not describe this relationship. Legacy and
native runs must follow the same rules.

**Proposed solution**

Show all subtasks in one section. Separately group tasks created from
the source task by their current project, with a No project group when
needed. A created subtask appears in both sections. Use saved run
context and recorded creation activity to find the source task.

**Alternatives considered**

Making all created tasks children would change their hierarchy. Removing
overlap between sections would hide the creation relationship. This
change keeps the two memberships separate.

**Roadmap alignment**

This extends the existing Activity log & action attribution capability.
It does not add a new roadmap area. Related PR: #9727 adds a stored
source-task field and inbound attribution UI. This PR adds the outgoing
task list using existing run and activity records and does not require
that schema change.

## What Changed

- Add a company-scoped createdFromIssueId filter to issue lists.
- Save the actor run during task creation, including legacy child-helper
calls.
- Recover historical run attribution from creation activity when the
origin run is absent.
- Render the production Tasks panel with all subtasks and independently
grouped created work.
- Keep progress only for subtasks. Add folding, hover fades and project
links.
- Fetch all result pages and refresh on issue activity. Show load
failures with Retry.
- Add database, API, UI and pagination tests, design-guide examples and
Storybook pages.

## Verification

- Before rebase: 158 targeted tests passed. Workspace typecheck,
UI/server builds, Storybook build and token gates passed.
- After rebase: full workspace typecheck and build passed. The cursor
fix passes 26 focused tests and UI/server typechecks.
- The full local test command completed its general-server group with
10,563 passing tests and two failures: a missing native-runner fixture
and a concurrency-test timeout. Building the fixture and rerunning both
affected files passed all 41 tests. The local command stopped before its
remaining groups; all corresponding GitHub test shards passed on the
submitted head.
- GitHub checks on commit 3b4bf0bd8: 31 passed, including the aggregate
CI gate, all server/workspace/browser test shards, typecheck, build,
runner verification, canary dry run, policy and security checks. Two
conditional Storybook jobs were skipped by the workflow.
- Greptile reviewed commit 3b4bf0bd8 at 5/5 with no unresolved comments.
- Open Storybook at UX Labs / Tasks Created From a Task / Full Task
Page. Check that a created subtask appears in both sections. Fold each
group and use a project link. Check the No project group and first-task
arrival story.

## Risks

- Old tasks without a saved origin run or attributed creation activity
cannot be linked to a source. The code does not infer a source from a
shared creator or a comment.
- The new list filter reads run and activity records. Source, run,
activity and result stay within the requested company.
- Task creation now saves the actor run when no explicit origin run is
supplied. Existing explicit origins remain unchanged. No database
migration is required.

## Model Used

- OpenAI GPT-6 through Codex. The runtime identifies the model family as
GPT-6 but does not expose a more specific model ID or context-window
size. Used reasoning, repository tools, code execution and browser
inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 12:39:08 -05:00
DottaandPaperclip 42a4f5b15b feat(ui): advance single-choice questions on selection (#13234)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents ask structured questions in task threads and the composer.
> - The shared form shows one question at a time.
> - A single choice already completes an answer, but the form requires
another click on Next.
> - This pull request moves to the next question when the user selects
one option.
> - Multi-select and custom answers keep their Next step. The last page
keeps explicit submission.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The paged question form in the task composer and task interaction cards.

**Subsystem affected**

ui/ — React board UI.

**Current behavior**

The user clicks a single choice, then clicks Next to reach the next
question.

**Proposed behavior**

A single choice shows its checked state for 160 ms, then opens the next
question with an 80 ms fade. Reduced-motion mode skips the animation.
Multi-select stays on the current page until Next. Other stays open for
typing. The last question waits for Submit answers.

**Reason and benefit**

Remove an extra click from each single-choice question while preserving
explicit submission.

**Breaking changes**

Single-choice selection now changes the page. Answer payloads and APIs
do not change. The user can return to earlier answers with the previous
arrow.

**Additional context**

Related work: #12640 introduced the task workspace. No duplicate
auto-advance change was found.

## What Changed

- Confirm a single-choice answer with a brief radio animation and row
highlight, then fade into the next page and focus the new question.
- Use motion tokens for the 160 ms confirmation and 80 ms page fade.
Honor reduced motion and cancel pending advances when the user changes
direction or closes the form.
- Lightly highlight every selected row with a foreground tint that
remains visible against the composer in both themes, for single-select
and multi-select answers.
- Preserve multi-select, custom answers, back navigation, and final
submission.
- Ignore repeated number-key events and selection during an upload or
submission.
- Update composer and card tests. Add interactive and verified composer
stories to the existing interaction Storybook group.
- Document the Storybook scenario in the developer guide.

## Verification

- Focused composer, card, and motion-catalog tests: 121 passed,
including animation timing and cancellation.
- `pnpm check:token-gates`: passed.
- `pnpm build-storybook`: passed. Browser interaction story: passed with
the selection animation enabled.
- Selected-row refinement: 121 focused tests, token gates, and Storybook
build passed. Browser inspection confirmed row highlighting for
single-select and multiple selected checkboxes, plus light-theme
contrast.
- Manual browser check: select SQLite, select two features, click Next,
select Now, then submit. The summary contains every answer.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- All 31 remote checks passed on the latest commit (`04a3f3983`),
including typecheck, general and serialized tests, production
build/native-runner verification, canary validation, and browser tests.
Two optional Storybook deployment/visual jobs were skipped. Greptile
reviewed the same commit at 5/5 with no actionable findings. The
selected-row highlight refinement is included in that verification.
- Animation refinement: UI typecheck, UI build, token gates, and 121
focused tests passed.
- The broader UI run had 5,940 passing tests and three failures in
unchanged Inbox/IssuesList tests. Both affected suites passed in
isolation (73/73), including all three previously failing cases.
- The broad local `pnpm test:run` was stopped after reproducing the
native-runner failure below and after the full remote suite passed. It
is not a clean local full-suite result.
- Local runner limitation:
`server/src/services/native-runtime/native-session-resume.test.ts` has
one reproducible failure in unchanged code. The damaged-epoch recovery
test expects `run.attach requires a settled Codex provider session`; the
runner instead reports `semantic tool input content digest does not
match its transmitted input` at line 1019. After building the missing
fake provider with `pnpm --filter @paperclipai/paperclip-runner
build:rust`, the isolated suite has 36 passing tests and this one
failure. No server or runner files changed in this PR.

## Risks

- Selecting a single choice changes the visible question after a brief
checked-state confirmation. Back navigation preserves the choice so it
can be edited.
- The final page still requires Submit answers. Selecting Other still
requires text and explicit progress.
- No database, server, API, or dependency changes.

## Model Used

- OpenAI GPT-6 in Codex, with reasoning, code editing, terminal tools,
and browser verification. 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
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 11:59:24 -05:00
DottaandPaperclip 1d26ae965e fix(ui): keep active runner status current and say Working (#13238)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task transcript shows a running agent's progress.
> - The active-run query stops polling when the live-run list has data.
> - The transcript still preferred that initial snapshot, so an old
execution-confirmation state could remain after work resumed.
> - This pull request uses the refreshed snapshot for the same run and
keeps active status text at Working.
> - Operators can see current activity without connection-state jargon.

## Linked Issues or Issue Description

**What happened?**

The task transcript said Reconnecting while the runner continued sending
messages and calling tools. The stale projection could also hide the
Thinking tail or stop the status spinner and timer.

**Expected behavior**

The selected run uses its current live snapshot. Active transcripts say
Working and show current activity. Completed and failed runs say Worked
and Stopped.

**Steps to reproduce**

1. Open a running task before its execution confirmation arrives.
2. Let the active-run query stop polling when the live-run list returns
the run.
3. Let the list refresh to working while the cached active-run snapshot
still says reconnecting.
4. Inspect the transcript status and activity tail.

**Paperclip version or commit**

Base commit: 52811c6ce.

**Deployment mode**

Built from source. The report concerns the new runner. The fix also
covers legacy transcript status text.

Searched open issues and open/closed pull requests for runner
reconnection work. No duplicate fix found.

## What Changed

- Refresh the selected active run from the polled list by matching the
task execution-run ID. Reject cached predecessors after run replacement.
- Use Working in native and legacy transcripts and active agent cards.
- Keep the active spinner, timer, and Thinking tail independent of
diagnostic execution phases. Terminal status takes precedence.
- Add stale-snapshot, timer, and terminal-state regressions. Update the
recovery story and documentation.

## Verification

- Focused Vitest suite: 148 tests passed across the run resolver, live
pill, runner turn, and task thread.
- `pnpm check:token-gates`: passed.
- `pnpm -r typecheck`: passed.
- Browser: inspected the recovery Storybook with a reconnecting
projection. It renders Working and Thinking.
- `pnpm build`: passed.
- `pnpm build-storybook`: passed.
- Full local `pnpm test:run` reported failures in unchanged server
tests; stopped the remaining general-server run after the equivalent CI
shards passed. The file-resource suite passes on rerun (35/35). Building
`build:runner-binaries` fixed a missing fake-provider binary; the
native-session-resume suite still has one continuity-reason assertion
mismatch (36/37 pass).
- Ran the remaining local test groups separately: both workspace groups
passed. All serialized suites passed except `pipelines-routes.test.ts`,
which still reports a socket hang-up on rerun (18/19 pass). The initial
access-route timeout passed on rerun. No server or runner source files
differ from the base.
- CI: all test shards, browser E2E, typecheck, runner verification, and
build passed on `22069462f30bdfcfb58f295da901a71ae5a47776`; the
aggregate verification gate passed (31 checks passed, 2 optional
Storybook checks skipped). Greptile is 5/5 with all review threads
resolved.

## Risks

- Low risk. This changes UI snapshot selection and presentation. It does
not change server recovery, leases, retry authority, or permissions.
- The live snapshot must match the task execution-run ID. Missing
matches use the cached active run only when its ID also matches.

## Model Used

OpenAI GPT-6 (Codex). The exact deployment identifier and context-window
size are not exposed in this session. Used reasoning, repository
inspection, code execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 11:34:45 -05:00
DottaandPaperclip 52811c6ce6 fix(tasks): require resume before sending to paused tasks (#13232)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task execution controls let board users pause a task or its subtree.
> - The composer still accepted messages while a pause hold was active.
> - A paused task must require an explicit resume before the user can
send another message.
> - This pull request replaces the composer with an amber pause card and
checks board comment writes on the server.
> - The user keeps their draft and resumes through the existing task
controls.

## Linked Issues or Issue Description

Refs #13104. Refs #13119.

**What existing behavior does this improve?**

The task composer and existing task/subtree pause controls.

**Current behavior**

A paused task can still receive a board message. The pause notice sits
outside the composer, which leaves the send action available.

**Proposed behavior**

Show an amber takeover in both task chat and the classic composer.
Preserve the draft. Require the user to resume the task or the ancestor
subtree before sending. Reject board comment writes through either
supported write route while the pause hold is active.

**Breaking changes**

Board comment writes to a paused task now return HTTP 409. Agent run
reports remain supported during a pause. There is no schema migration.

## What Changed

- Add a shared amber composer takeover with task, subtree, saved draft,
pending, and error states.
- Use effective ancestor pause state in both composer interfaces.
Refresh it after pause events, task updates, and rejected sends.
- Preserve draft text and attachments. Hide editor, send, queued edit,
and pending question controls while paused.
- Check active pause holds before board comment writes can mutate tasks,
store comments, or wake agents.
- Connect the approved Storybook examples to the production component
and update the design and behavior docs.
- Add browser coverage for both composers, draft persistence, resume,
inherited holds, and rejected writes. Update ACP continuation coverage
for the explicit resume requirement.

## Verification

- Passed: `pnpm -r typecheck`.
- Passed: `pnpm build`.
- Passed: `pnpm build-storybook`.
- Passed: `pnpm check:token-gates` and `git diff --check`.
- Passed: focused UI tests (398 tests) and server route tests (127
tests).
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/paused-composer.spec.ts
tests/e2e/acp-stop-continuation.spec.ts` (5 tests).
- Passed: manual browser walkthrough in a disposable local instance.
Pause with a draft, refresh while paused, resume, send, and reopen. The
draft returned, and one message persisted. The amber card and resume
dialog were readable with no clipping.
- Full local `pnpm test:run` did not pass: the general-server stage
recorded 9,072 passing tests, 6 database setup failures from macOS
shared-memory exhaustion, and 4 failed tests. This stopped the script
before its later groups. Latest-head CI runs those groups independently.
- Local follow-up: the Git file-resource load test passed on rerun (4
tests); native finalization migration passed after clearing the
abandoned browser-test database allocation. Building the native debug
fixtures fixed the missing fake provider. The remaining native-session
recovery assertion also reproduces on untouched base commit `87b3e5fc6`
(36 pass, 1 fail on both base and PR). It expects a settled-session
error but receives a semantic-input-digest error.
- The final UI build, UI typecheck, token gates, both thread suites (182
tests), and all five browser tests passed after the queued-action review
fix. All 31 latest-head CI checks passed, including all server,
workspace, browser, build, release, and security gates. Two optional
Storybook jobs were skipped by workflow policy. Greptile reviewed
`32d8fb5f5` at 5/5 with no open findings.
- Review the Paused Composer and Tasks / Execution Controls stories.
Pause a task with a draft, verify the amber card, resume, and verify the
draft can be sent once.

## Risks

- Clients that used board comments to continue paused work must resume
first. The response is an explicit HTTP 409.
- Pause state can change while a page is open. Live updates refresh the
composer, and the server rejects stale sends before their side effects.
- Resume keeps the existing dialog and optional agent wake behavior.
Agent reports from interrupted runs remain allowed.

## Model Used

OpenAI Codex, based on GPT-6, assisted with design, implementation, code
execution, and browser verification. The exact runtime model ID and
context window are not exposed in this session. The agent used reasoning
and tool calls.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 10:28:00 -05:00
DottaandPaperclip e9828f8bf4 fix: reuse saved model connections during agent setup (#13161)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent setup connects each agent to a model provider.
> - The organization can already hold subscription logins and API keys.
> - The simplified setup flow did not consistently offer those saved
credentials.
> - This pull request restores reuse and selects a saved connection by
default.
> - Agents keep secret references, so reuse does not copy or rotate
credentials.

## Linked Issues or Issue Description

Related change: #13011. Searched public issues and PRs; no duplicate fix
found.

**What happened?**

Onboarding and new-agent setup could ask for a new API key or sign-in
despite an existing saved connection. A general environment auth signal
could also be mistaken for the owner's saved Claude subscription.

**Expected behavior**

Offer saved credentials from the selected organization. Default to a
saved subscription when one exists. Otherwise select a saved API key.
Keep the option to enter a new key or sign in to another account.

**Steps to reproduce**

1. Save a Claude or OpenAI API key, or complete a supported subscription
login.
2. Add another agent with the same provider.
3. Open the provider connection step.
4. Check whether the saved credential is available and selected.

**Paperclip version or commit**

Reproduced on 5cb4f061d after #13011. This branch is rebased onto
current master.

**Deployment mode**

Built from source. Tested in an isolated local test drive with embedded
storage and board access.

## What Changed

- Add a shared saved-credential lookup and picker for active personal
and organization keys.
- Reuse saved Claude subscriptions and saved Codex account homes. Select
an existing connection by default.
- Preserve secret references through connection tests and agent
creation, including the native Claude and Codex runner setup paths.
- Store newly entered onboarding keys separately. Do not rotate another
agent's key.
- Keep explicit choices during metadata refresh. Prevent refreshes from
remounting an active login panel.
- Add integration tests and production-component Storybook stories.
Document connection reuse.

## Verification

- All 5,628 UI tests passed before rebase.
- Twenty targeted server credential tests passed.
- UI typecheck, UI build, token gates, and diff whitespace checks
passed.
- Browser walkthroughs covered onboarding and new-agent setup, saved
keys, saved subscription fixtures, and new sign-in screens.
- Live Claude and Codex API-key probes succeeded. Created both agents
and confirmed that each retained its saved-secret reference. Both secret
versions remained unchanged. Codex passed after one retry.
- Live subscription authentication was not repeated. Subscription flows
use fixture browser tests and integration tests.
- After rebase and the cache fix, all 109 focused onboarding and
agent-creation tests passed.
- Full repository `pnpm build` and `pnpm -r typecheck` passed.
- The full local test attempt encountered timeouts and embedded
PostgreSQL startup failures under parallel load. All four affected
suites passed in isolation: 20 tests, with no code changes. The complete
CI matrix passed, including all workspace, general server, serialized
server, browser end-to-end, build, typecheck, and canary dry-run checks.
- Greptile reviewed commit d53ddf6b82:
5/5, successful check, no review threads.

## Risks

- The default connection mode changes when saved credentials exist. A
saved subscription takes priority over saved API keys; personal keys
appear before organization keys.
- A listed credential can be expired or unavailable in the selected
environment. The existing connection test still checks it.
- No database migration or API contract change is required.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-10 12:57:53 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## 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>
2026-09-10 10:06:45 -05:00
DottaandPaperclip 8cfd30fb07 feat(ui): add composer Stop and simplify task controls (#13104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task composer is where operators direct running agents.
> - Operators need to stop work without leaving the conversation.
> - Existing pause controls already hold task trees and interrupt both
runner types.
> - This pull request connects the composer to those controls and
removes repeated feedback.
> - Operators can pause work quickly and still queue messages while
agents run.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task pause, resume, and cancellation in the task page and composer.

**Current behavior**

The empty composer cannot stop a running task. Task controls require
extra confirmation and reason text. Pause can show several notifications
for the task already on screen.

**Proposed behavior**

Show Stop while this task runs and the composer is empty. Text or
attachments switch it to Send. Stop and the menu use the same manual
pause hold. Parent pauses include descendants. Keep task cancellation in
the menu with a compact confirmation. Show one quiet pause row and gray
cancelled-run details.

**Reason and benefit**

Operators can interrupt execution with one click. Drafts and queued
messages keep their existing behavior. The UI waits for actual
termination, including native cancellation acknowledgment.

**Breaking changes**

No endpoint, schema, or task-status change. Pause no longer asks for
confirmation or a reason. Resume now honors the existing wake-agents
option. Task notifications are suppressed for the task and subtree
currently in view.

Related UI work: #8228 changes navigation and composer shortcuts. This
PR covers execution controls. No duplicate Stop-button PR was found. The
change improves existing controls and does not duplicate a roadmap
milestone.

## What Changed

- Add Stop, pending feedback, duplicate-click protection, and inline
errors to the composer.
- Share the pause mutation across the composer, active-run controls, and
menu.
- Poll affected runs after a pause request. Require native cancellation
acknowledgment.
- Remove pause confirmation and shared reason fields. Reduce cancel
confirmation to its task count and actions.
- Honor wake-agents for executable tasks only. Preserve the pause when
recovery review is needed; show partial wake failures inline.
- Preserve explicit legacy reconciliation decisions while their
continuation waits for dispatch.
- Suppress notifications for visible task trees. Use quiet pause and
cancellation feedback.
- Add interactive stories using production controls and native/legacy
end-to-end tests.

## Verification

- User reviewed the running feature and revised Storybooks in the
browser.
- Rebased focused checks passed: 295 original targeted tests, 161
updated route/page/notification/status tests, and 26 recovery
integration tests.
- Both isolated runner journeys pass on the final revision (1.7
minutes). Coverage includes queueing, parent and child interruption,
persisted holds, no automatic continuation, reconciled resume,
cancellation, terminal exclusions, and no Stop toast.
- Native coverage uses real runnerd with a deterministic provider
fixture. Legacy coverage checks actual process termination. Live
hosted-provider execution was not tested.
- Repository typecheck and build, Storybook build, and token gates
passed after rebase. The final server typecheck/build also passed.
- The broad local run completed its general-server stage with 7,219
passing tests, 48 skipped, and two failures from cached pre-fix source
and a stale native provider fixture. Both failed tests pass in fresh
final-head reruns after rebuilding the fixture; the script did not
continue to its later local stages. CI runs all test groups on the final
revision.
- Final revision: all 31 applicable CI checks passed; Storybook visual
regression was skipped by its workflow conditions. Greptile: 5/5, zero
unresolved comments.
- Review `Tasks / Execution Controls` in Storybook. Type and clear a
draft, stop a run, expand cancellation details, and test the menu on
desktop and mobile.

## Risks

- Stop pauses descendants for a parent task. This is the existing pause
contract.
- A held task can remain active if interruption fails. The UI shows an
error instead of claiming termination.
- Resume can start multiple assignees when wake-agents is selected.
Backlog, blocked, and terminal tasks stay excluded. Existing execution
reconciliation remains mandatory where required; Resume never invents
action-outcome evidence.
- Notification suppression uses the visible task and cached subtree.
Notifications for unrelated work remain enabled.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot and
context-window limit are not exposed in this session. Used reasoning,
tool calls, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 12:18:56 -05:00
DottaandPaperclip e9a5a07ab4 feat(ui): add task status badges and inline blocker removal (#13097)
Add navigable status badges to task relationships and a separate blocker remove button with stable hover geometry. Keep Storybook previews passive and cover navigation, removal, and query refresh rendering with regression tests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 10:06:21 -05:00
DottaandPaperclip 35fdc0c66b fix: make task recovery durable and preserve current requests (#13075)
Make task recovery durable and preserve the latest user request across native and legacy continuations. Keep routine recovery quiet and prevent replay when action outcomes are uncertain.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 09:14:25 -05:00
DottaandPaperclip e200104727 feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests.

Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
DottaandPaperclip 7ed122911b Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 16:18:47 -05:00
DottaandPaperclip e095b84dab feat(connections): connect services from native task feeds (#13058)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use connections to reach external services.
> - A fresh native task can have no service tools installed.
> - The agent needs a way to discover services and ask the responsible
person for access.
> - This pull request brings the existing connection-intent flow into
native task execution.
> - The person can connect from the task, and the agent can continue
with updated tools.

## Linked Issues or Issue Description

**Subsystem affected**

Native runner tool authority, connection intents, task interactions, and
shared connection setup.

**Problem or motivation**

A task that needs an unconnected service cannot finish its work. Leaving
the task to configure access also loses context. A resolved request must
survive a restart and resume the correct agent once.

**Proposed solution**

Expose connection discovery and access requests as server-owned native
tools. Render a durable task card and use the shared setup dialog.
Persist outcome delivery and start a fresh provider session after access
is ready.

**Alternatives considered**

Sending the person to the Connections page adds navigation and does not
solve continuation. Polling for authorization consumes runs and can
create duplicate requests.

**Roadmap alignment**

This extends the existing connection-intent runtime and setup
experience. It reuses the shared access model and the native runner.

Related: #12345, #12347. The service-slug fix in #12906 is related but
separate. Companion evaluation PR:
https://github.com/paperclipai/paperclip-evals/pull/21.

## What Changed

- Expose `connections_search` and `connection_request` with server-bound
company, task, agent, and responsible user. Preserve the legacy entry
points.
- Discover catalog services and authorized custom connections. Check
installation, identity, health, and executable permissions before
reporting ready.
- Keep pending cards through ordinary messages. Reuse requests and
retire stale ownership. Put Connect at the right of Not now.
- Reuse the shared setup flow in a task dialog. Keep access additive and
default to the requesting agent. Recover from cancelled or blocked OAuth
windows with a new-tab fallback.
- Persist outcome delivery with an idempotent wake key. Resume in a
fresh session and recheck ownership before dispatch.
- Add native browser fixtures, offline Storybook states, server
contracts, and evaluation fixtures. Update guidance and documentation.

## Verification

- `pnpm build`: passed after replaying the change on current master.
- `pnpm -r typecheck`: passed.
- `pnpm check:token-gates`: passed.
- `pnpm --filter @paperclipai/ui build-storybook`: passed.
- New continuation-policy regression cases: 16 passed.
- Docker-backed PostgreSQL regressions passed for requester-only OAuth
access, assignment-only expiry, terminal expiry, and credential-free
setup metadata.
- Shared setup and task-card UI tests: 121 passed, including configured
MCP reconnect URL recovery and preserving user edits across refetch.
- Storybook browser checks: all 119 passed on the latest reconnect fix.
- `pnpm test:run`: 4,734 tests passed in the first server group, but
embedded PostgreSQL startup failures and resulting cleanup errors
prevented a complete local pass. All Linux CI lanes passed on the latest
reviewed commit. One external-object route test returned an unexplained
500 on the first run; it passed twice locally and the failed shard
passed on retry without code changes.
- Earlier feature-checkout evidence: three deterministic native browser
journeys passed, including restart delivery and an actual fixture tool
result. Legacy scripted coverage also passed. All 59 added stories were
inspected in light and dark themes.
- Live Notion testing recorded successful provider reads. The manual
test used a local-trusted instance. It does not prove
authenticated/cloud deployment or every provider journey.
- Native browser rerun reached the embedded PostgreSQL startup limit
before bootstrap, so the latest checkout’s full native browser journey
remains unverified. Both OAuth page/task regression cases passed against
isolated Docker-backed PostgreSQL 17. They verify no premature task
access, requester-only completion, additive retries, and reconnect
preservation.
- Applied both new migrations twice to isolated PostgreSQL 17. Foreign
keys remained intact, duplicate active delivery keys were rejected, and
failed delivery records did not block retries.

Reviewer path: start a fresh test drive, enable the native runner, use
an agent that can perform work directly, and ask it to summarize a
Notion page. Connect from the card, then verify the resumed provider
call and source-linked answer. The default test-drive CEO is instructed
to delegate, so it can introduce an unrelated hiring step.

## Risks

- Two additive migrations create durable deliveries and a partial unique
wake index. They are idempotent. The wake index can require a
maintenance window on large tables because migrations run in a
transaction.
- OAuth and continuation cross asynchronous boundaries. Tests cover
ownership changes, retries, additive access, and restart delivery; live
provider behavior still varies.
- The latest requester-scope fix has not yet been exercised through live
OAuth. GitHub, API-key, authenticated-user, and all recovery journeys
are not claimed as verified.

## Model Used

OpenAI GPT-6-based Codex assisted with implementation, tests, and review
using tools and code execution. The runtime does not expose the exact
model version, context window, or reasoning setting. Live evaluation
used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used and disclosed unavailable runtime
details
- [x] I have checked ROADMAP.md and confirmed this extends existing
connection 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 feature issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [ ] I have run all required tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [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>
2026-09-08 15:55:26 -05:00
DottaandPaperclip ebaeba40ee feat: simplify agent onboarding and configuration (#13011)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create agents and configure their runtimes in the board
UI.
> - The old creation flow presents several choices and a large form
before an agent can start.
> - The existing onboarding controls already provide clear provider
connection steps.
> - This pull request uses those controls in a new-agent wizard and
organizes the full configuration pages.
> - Operators can connect, test, save, and assign a first task while
keeping the existing configuration tools.

## Linked Issues or Issue Description

Related: #10974. That earlier open PR also reorganizes agent
configuration. This PR follows the reviewed Storybook designs for agent
creation and the current configuration tabs.

**What existing behavior does this improve?**

Agent creation, provider connection, runtime tests, and full agent
configuration.

**Current behavior**

The creation dialog leads to a large manual configuration form. Provider
login controls differ from onboarding. Environment variables and secret
access appear in separate places.

**Proposed behavior**

Choose a name and adapter. Connect Claude or Codex through the existing
onboarding controls. Configure and test the runtime, save the agent, and
open a task dialog with that agent assigned. Use the same design on the
existing configuration tabs.

**Reason and benefit**

The first setup asks for fewer decisions. The full editor keeps
instructions, skills, runtime controls, secret access, permissions,
keys, and revisions available in clear sections.

**Breaking changes**

The board creation and configuration layouts change. The
test-environment API adds an optional, allowlisted `testCredentials`
field for one-shot probes. Database contracts stay the same. Native ACPX
tests now reject unsupported local platforms before a CLI login can mask
the runtime restriction.

## What Changed

- Added a new-agent wizard with numbered steps, adapter branding,
provider connections, editable model choices, runtime tests, and
confirmation.
- Added Codex app-server, Claude ACPX, and OpenCode runner choices.
- Stored API credentials through existing secret APIs and persisted
references in agent configuration. New setup keys are isolated from
credentials used by existing agents.
- Preserved external-agent invitations beside the wizard, including
optional messages, one-time prompts, and clipboard fallback.
- Added OpenRouter provider and secret bindings for Pi and OpenCode.
- Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi,
and Hermes. Cursor Cloud keys are saved as new organization secrets.
- Fixed Cursor Cloud repository field mapping, omitted empty remote
environment values, and added useful model and repository error
messages.
- Preserved complete MCP assignments when multiple valid profiles
contain more than 250 tools in total. Generated profiles retain exact
tool selectors.
- Added service branding and deployment-aware adapter choices. Cloud
setup offers Claude, Codex, and OpenCode; local native runners require
the experimental setting.
- Made the agent list responsive at intermediate widths.
- Applied the reviewed design to the real agent configuration pages.
Kept the instruction editor, skills, and existing mutations.
- Combined secret access and environment variables under one Save and
Discard action.
- Added interactive Storybook screens for setup, configuration,
confirmation, authentication, and test results.
- Fixed Pi provider-error parsing and thinking-effort persistence.
Native ACPX validates Linux x64 on the actual local, SSH, or sandbox
target.
- Redacted the complete transient probe-credential field from HTTP error
logs, including rejected provider names.

## Verification

- Current head `df0292fe6` has a fresh Greptile 5/5 review with no
unresolved findings. All 31 executed CI checks passed, including the
aggregate verification gate and all browser E2E shards. Storybook visual
regression is skipped by its workflow; the local Storybook build passed.

- Browser tests completed real assigned tasks with direct Codex, Claude,
OpenCode, Pi, and native Codex.
- Verified external-agent invitation generation and automatic prompt
copying in the live browser.
- Pi and OpenCode used an existing OpenRouter secret. Browser checks
covered save and reload, instruction edits, skill selection,
environment-variable Save and Discard, and assigned task creation.
- Invalid Claude API credentials remained on the connection step with an
error. A live Pi/OpenRouter invalid-key probe returned a provider
failure and left the user-secret inventory unchanged (zero entries
before and after).
- Full workspace typecheck and build passed after rebasing onto current
master. After review fixes, server and UI typechecks, token gates, and
the full build passed again. Storybook built successfully.
- All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter
regressions passed all 24 tests. Review regressions passed 69 server
tests and all 18 agent-list tests.
- The local full test command ran 6,971 general server tests
successfully. Editing review fixes during that long run caused nine
tests to use stale modules; fresh isolated runs passed. An unrelated
embedded-Postgres fixture hit the host shared-memory limit; its 15
affected tests passed when the fixture groups ran separately.
- Local workspace groups passed after rerunning 18 CLI tests
sequentially to avoid host database limits and parallel-load timeouts.
The local full command stopped at the general server phase, so
serialized server verification comes from the five passing CI shards.
- Browser testing at 390px confirmed that the agent action menu opens
and the page has no horizontal overflow. CI browser E2E shards passed.
- Review the `Onboarding / New agent` and `Agents / Configuration
refresh` Storybook groups. In the real app, create an agent, run its
connection test, save it, assign a task, and reload its configuration.

## Risks

- This changes the main agent setup and configuration UI. Regression
tests cover routing, persistence, secret bindings, and form actions.
- Native Claude ACPX requires Linux x64. Direct Claude works on macOS.
Remote checks execute a bounded platform probe and reject unsupported or
unverified targets.
- A native OpenCode task reached the provider context limit because of
its tool payload. Its provider connection test passed. Direct OpenCode
completed a task. This existing native execution limit is not fixed
here.
- Claude and Codex connection keys use the existing user-secret store.
Other runtime setup keys use distinct organization secrets. Existing
credentials are never rotated. Probes do not store entered keys. Failed
agent creation removes newly staged credentials.
- Cursor Cloud has not completed a live task. Its authenticated account
still needs GitHub repository access. The live run passed MCP
provisioning, remote environment validation, and explicit Auto model
selection before the repository prerequisite blocked execution.
- Generated runtime MCP profiles can exceed the public profile-edit
request limit. They still contain exact catalog selectors and preserve
permission boundaries.
- No database migration, dependency, lockfile, or workflow changes are
included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser automation. The runtime did not expose the exact
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>
2026-09-08 14:22:32 -05:00
DottaandPaperclip b97101893f feat(projects): select multiple GitHub source repositories (#13010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects give tasks a common source repository and execution
context.
> - The current project form asks for a raw URL and unrelated metadata.
> - Teams need to select several repos from GitHub connections they can
use.
> - This pull request implements the reviewed project form and
repository editor.
> - The server checks credential ownership and shared audiences before
discovery.
> - Existing workspace URLs and runtime identity rules remain
compatible.

## Linked Issues or Issue Description

**Problem or motivation**

Project creation accepts one raw repository URL. It does not help users
select repos from their usable GitHub connections or attach several
repos together.

**Proposed solution**

Add a shared GitHub repository picker to project creation and
Configuration. Support multiple selections, transactional persistence,
and the existing GitHub setup flow. Simplify the project form and
Configuration tab as reviewed.

**Alternatives considered**

Keep a raw URL field or add a separate repository table. The existing
workspace collection already supports several repositories and keeps
legacy URLs compatible.

**Roadmap alignment**

This builds on the shipped MCP Tool Gateway and Apps capability. It does
not change runtime credential delegation.

Related work: #11662 addresses the existing dialog's viewport limits.
#4552 addresses generic Git URLs; this change preserves those URLs in
existing workspaces.

## What Changed

- Add company-scoped repository discovery from usable personal and
shared GitHub grants, with provider-ID deduplication, PAT pagination,
and partial failure handling.
- Document the repository endpoints and board access requirements in
OpenAPI.
- Validate new selections and save projects with multiple repository
workspaces in one transaction. Preserve legacy URLs and existing
selections whose access was lost.
- Implement the reviewed Create project dialog, shared repository
editor, scrolling, and mobile layout.
- Move repositories above environment variables, remove Status and Goals
controls and env help paragraphs, move Created to the bottom, and
redirect Overview to Configuration.
- Reuse GitHub setup in dialogs, preserve project drafts, and verify
popup completion through the API.
- Replace the configuration story's DOM adapter with explicit production
composition. Keep the reviewed mobile and short-viewport stories.

## Verification

- Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and
`pnpm check:token-gates`.
- Passed: focused repository access, database persistence,
configuration, and connection setup tests.
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`.
- The browser tests use a real temporary server/database. They cover
create, forty persisted repos, mobile scrolling, save/reload, legacy URL
editing, and rejection without a partial project.
- GitHub responses and popup completion use deterministic fixtures. No
real GitHub account was authorized by the test suite.
- All CI general, serialized server, and browser test shards pass on the
final commit.
- The local full-suite run overlapped review edits and was stopped;
fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated
local worker, built-in-agent, and routine timing/socket failures passed
isolated reruns.
- Final commit `1b3308dca`: all CI gates pass, including build, runner
verification, typecheck, canary dry run, and security checks. Greptile
is 5/5 with no unresolved review threads.
- Storybook visual regression is opt-in and was skipped by CI; the
Storybook build passed locally.

## Risks

- Repository discovery depends on provider availability. Failed
connections are reported while successful results stay usable.
- Selections identify source workspaces; they do not grant agents new
credentials. The existing primary-workspace and responsible-user
identity rules still apply.
- No database migration is needed. Existing API status, goals, dates,
and manual workspace URLs remain supported.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser tools. The runtime does not expose a more
specific model deployment ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-09-08 08:21:28 -05:00
DottaandPaperclip 856813ba3a fix(connections): distinguish local setup from provider handoff (#12947)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give those agents access to external services.
> - Connection setup first asks who may use the credential.
> - Some providers need a local method selection before OAuth starts.
> - The Access button said it would open GitHub even when it opened
another local step.
> - This pull request names the actual next action and shows the
external arrow only for a provider handoff.
> - Users can distinguish local setup from leaving Paperclip.

## Linked Issues or Issue Description

Refs: #12943

The browser audit found a second, separate clarity problem. GitHub
showed "Continue to GitHub" twice: once to open its local method
selection and once to start OAuth. The first label promised the wrong
action. This change fixes that label without adding or removing a setup
step.

## What Changed

- Use "Continue" when Access opens another local OAuth setup step.
- Keep "Continue to <provider>" and the external arrow when Access
starts OAuth directly.
- Test GitHub defaults, pre-enrollment setup, direct Notion OAuth, and
dialog behavior.
- Document the two GitHub button actions.
- Preserve the external-handoff arrow in the direct-OAuth Storybook
fixture.

## Verification

- Targeted connection tests: 114 passed.
- `pnpm --filter @paperclipai/ui typecheck`: passed.
- `pnpm --filter @paperclipai/ui build`: passed.
- `node scripts/check-token-gates.mjs`: passed.
- `git diff --check`: passed.
- After the Storybook review fix: 100 connection-flow tests, UI
typecheck, token gates, and Storybook build passed; visually confirmed
the Gmail handoff arrow and local GitHub step labels.
- Actual test-drive browser: confirmed default personal identity and Any
agent; clicked Continue to the local method screen; switched PAT and
OAuth; returned to Access with selections intact; cancelled without a
duplicate connection.
- Live OAuth, local MCP identity, and a real staging sandbox task passed
during the audit. This patch does not change those paths.
- Full local suite has known unrelated macOS path/runtime test failures
from the audit. All CI passed on head
`936ce09f4e1faaf09f9fb778c2cd4c65c2a41972`, including typecheck, build,
all test shards, browser tests, and canary dry run. Greptile: 5/5; no
unresolved comments.

## Risks

- Low risk. This changes button text and an icon cue only. There is no
new schema, permission, consent, or credential behavior.
- Providers with multiple methods now say Continue before their method
screen. Direct OAuth providers keep their existing wording.

## Model Used

- OpenAI Codex assisted with code, tests, terminal checks, and actual
browser verification. The runtime does not expose the exact model ID or
context-window size, so those details are 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 references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted tests; full-suite
caveats above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-06 17:43:48 -05:00
DottaandPaperclip 0ffc091473 feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents need source control access for repository work
> - A shared token cannot preserve the responsible person's identity or
an agent's dedicated identity
> - GitHub App tokens also need durable refresh, repository access
checks, and webhook delivery
> - Paperclip already has managed connections, encrypted grants, run
secret leases, and merge-confirmation behavior
> - This pull request extends those systems with GitHub identities
instead of adding a parallel credential system
> - The benefit is durable GitHub access with explicit identity,
repository, runtime, and webhook boundaries

## Linked Issues or Issue Description

No public GitHub issue describes this connection change. This
description follows the feature request template.

**Subsystem affected**

Connected Apps, connection grants, secret resolution, native Git runtime
setup, webhook processing, and the Apps UI.

**Problem or motivation**

Users need to connect GitHub once and let agents use the correct GitHub
identity. A run should use a dedicated agent account when one exists.
Otherwise, it should use the responsible person's account. The
connection must survive token expiry, repository access changes, and
temporary instance downtime.

**Proposed solution**

Add user-owned and agent-owned GitHub grants to the existing connection
model. Resolve one identity for MCP, Git, `gh`, health checks, and
webhook bindings. Store provider tokens in the existing encrypted secret
system. Refresh expiring token pairs under the existing lease and
compare-and-swap path. Register signed Cloud webhook bindings and
process normalized pull request and installation events through a
durable local inbox.

**Alternatives considered**

An organization-wide GitHub token would lose person and agent
attribution. Environment variables alone would bypass the managed
connection and grant model. A new GitHub-only credential store would
duplicate the existing secret and access systems. GitHub App
installation tokens and private-key custody remain outside this first
version.

**Roadmap alignment**

This change implements the Connected Apps direction. It also extends the
shipped MCP Tool Gateway, per-agent secret access, and
action-attribution systems. It does not add a repository catalog. The
open repository catalog work in
[#11234](https://github.com/paperclipai/paperclip/pull/11234) is related
and complementary.

## What Changed

- Added agent-owned connection grants and a per-agent credential policy
with company and subject constraints.
- Added a managed GitHub App method while keeping the personal access
token method as an advanced fallback.
- Added durable access-token and refresh-token handling with proactive
rotation and one automatic recovery after a provider `401`.
- Added GitHub identity and installation summaries without storing
repository-name lists.
- Added signed Cloud webhook binding, event lease, acknowledgement,
local idempotency, pull request merge processing, and installation
access handling.
- Added one identity resolver for MCP, native Git, `gh`, checkout,
health checks, and webhook bindings.
- Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a
`github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub
noreply commit attribution.
- Added personal and dedicated-agent setup choices plus identity,
repository, continuity, and webhook status in the Apps UI.
- Added schema migrations, tests, and connection documentation.

## Verification

- The current head is fully green in GitHub CI, including build,
typecheck, all serialized/general server shards, all browser shards,
policy, canary dry run, review, and security checks.
- Live staging proof completed with a non-expiring GitHub App user
token, selected-repository installation, repository add/remove refresh,
managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit
attribution, signed merged-PR webhook acceptance, durable
Cloud-to-instance delivery, and installation-access event processing.
Temporary branches and temporary repository access were removed
afterward.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed before and after the rebase onto
`origin/master`.
- `pnpm build` passed.
- The focused connector suite passed 285 tests after the rebase.
- The full stable suite passed 5,790 tests and failed 22 tests across 8
general server files. The failures reproduced as shared-runner
environment issues. They included `/tmp` versus `/private/tmp`, closed
database connections, and invalid high ephemeral ports. The focused
connection tests pass in isolation.

## Risks

- Migrations add agent grant subjects and a durable connection-event
inbox. Migration numbering and safety checks pass.
- A raw GitHub user token enters the agent process for Git and `gh`.
Per-tool Ask-first controls cannot limit those shell operations. The UI
warns users about this boundary.
- GitHub App user tokens can be non-expiring. Paperclip performs a
continuity check every 30 days, but provider revocation still requires a
reconnect.
- The webhook path accepts only signed and bounded payloads. It stores a
minimal normalized record and no raw provider payload.
- GitHub repository permissions remain authoritative. Removed access can
make a cached repository count temporarily stale, but runtime access
fails immediately.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-09-04 18:02:52 -05:00
Devin Foley c38b59484c fix(ui): remove the Account badge and version line from the account menu (#12818)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has a sidebar account menu that opens from the user's
name in the lower left
> - The menu header shows an "Account"/"Local" badge and a "Paperclip
<sha>" (or "Paperclip v<version>") build line next to the user's
identity
> - These labels add noise to the header and repeat information that is
available elsewhere: the email line already shows the sign-in state, and
the opt-in "Server" debug section in the same menu shows the running
commit
> - This pull request removes the badge and the build line so the header
shows only the user's name and email
> - The benefit is a cleaner account menu that shows only identity
information

## Linked Issues or Issue Description

No existing issue. Related: #9637 (closed) added the source-sha
rendering that this PR removes from the menu header. Description follows
the enhancement template:

**What existing behavior does this improve?**

The sidebar account menu popover. Its header shows the user's name, an
"Account" or "Local" badge, the email, and a build identifier line
("Paperclip <short sha>" with branch/commit links for source builds, or
"Paperclip v<version>" for release builds).

**Current behavior**

The popover header mixes identity information with deployment and build
metadata. The badge and the version line take space and do not help
daily use.

**Proposed behavior**

The popover header shows only the user's name and email. Build
information stays available in the "Server" section at the bottom of the
same menu when the server-info debug view is enabled in experimental
instance settings.

**Reason and benefit**

Less visual noise in a menu that users open often. No information is
lost: sign-in state is clear from the email line, and the running commit
remains visible through the server-info debug view.

**Breaking changes**

None. The `SidebarAccountMenu` components no longer accept the
`serverGit` and `version` props; both call sites in the two `Layout`
variants are updated in this PR.

## What Changed

- `ui/src/components/SidebarAccountMenu.tsx` and
`SidebarAccountMenu.production.tsx`: remove the "Account"/"Local" badge
and the full version block (source-build branch/commit links and the
release-version fallback); drop the now-unused `serverGit`/`version`
props, the sha-parsing helper, and the `Badge` import
- `ui/src/components/Layout.tsx` and `Layout.production.tsx`: stop
passing the removed props at all four call sites
- `ui/src/components/SidebarAccountMenu.test.tsx`: delete the
source-build sha test; the sign-out test now pins that the popover
contains neither "Account" nor "Paperclip v"
- `ui/storybook/stories/navigation-layout.stories.tsx`: stop passing the
removed `version` prop in the account-menu story

## Verification

- `pnpm vitest run ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/Layout.test.tsx` — 36 tests pass
- `tsc --noEmit` for the `ui` package passes
- Manual: open the app, click your name in the lower left. The popover
header shows only name and email.

## Risks

- Low risk. UI-only removal with no data or API changes.
- Users who relied on the header sha to identify a source build must
enable the experimental server-info debug view to see the running commit
in the same menu.

> 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 (Anthropic), Claude Fable 5, model ID `claude-fable-5`,
extended thinking enabled, via Claude Code CLI with tool use (file edit,
shell, test runner)

## 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
2026-09-03 23:26:08 -07:00
DottaandPaperclip f449b05bc5 feat(apps): unify permissions and action testing (#12802)
## Thinking Path

> - Paperclip is the control plane for companies that use AI agents.
> - Apps give humans and agents controlled access to external services.
> - The existing app detail flow split permissions, tests, setup, and
activity across separate pages.
> - The split made access rules harder to understand and made reconnect
work hard to find.
> - New write actions also defaulted to Ask first, which did not match
the intended connection policy.
> - This pull request combines permission control and action testing,
removes the setup page, and moves connection activity into Audit.
> - The benefit is one clear place to configure, test, reconnect, and
review each app.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The installed app Permissions, Test, Setup, and Activity views.

**Subsystem affected**

Cross-cutting. This change updates the React UI, shared app defaults,
server permission behavior, tests, smoke scripts, and connection
documentation.

**Current behavior**

App access and action testing use separate pages. The app detail view
also links to a setup page after installation. Connection activity uses
a separate tab. New write actions default to Ask first.

**Proposed behavior**

Permissions uses the connection access language from the initial flow.
It includes searchable Read and Write sections, a three-state permission
control, and a Test dialog for each action. Reconnect appears below a
Needs attention header on Permissions and Review. Old Setup and Test
links redirect to Permissions. Old Activity links redirect to the
filtered company Audit feed. New write actions default to Allowed.

**Reason and benefit**

A person can understand and test app access without moving between
several pages. Reconnect work stays visible where the person reviews the
connection. Audit events use one consistent feed and filter model. New
connections have the intended default policy.

**Breaking changes**

The Setup, Test, and app Activity tabs are removed. Existing deep links
redirect to their replacement pages. Existing saved action permissions
do not change. Only defaults for new write actions change.

**Additional context**

This builds on the managed app connection work in #12728. A search found
no duplicate open pull request or issue.

## What Changed

- Combined action testing with Permissions.
- Added searchable Read and Write action groups.
- Added Off, Ask first, and Allowed controls with tooltips.
- Added an action Test dialog with agent selection, arguments, and
formatted results.
- Removed the installed-app Setup and Activity tabs.
- Added reconnect guidance to Permissions and Review when a connection
needs attention.
- Routed connection activity into the company Audit feed and preserved
the Apps & tools filter in streamlined Audit.
- Moved connection removal to the Connectors-page management menu.
- Made new write actions default to Allowed across connection creation
paths.
- Updated regression tests, browser suites, smoke scripts, and
connection documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/components/AppConnectionSidebar.test.tsx
ui/src/pages/apps/AppDetail.test.tsx
ui/src/pages/apps/AppNotConnected.test.tsx
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/pages/apps/Connections.test.tsx
ui/src/pages/apps/composio-services.test.ts
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed)
- `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx
ui/src/pages/audit/AuditHub.test.tsx
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx`
(96 tests passed)
- Targeted Playwright verification for connection removal, rename on
Permissions, inline action testing, and Smoke Lab Audit evidence (5
flows passed)
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,755 passing tests and 20 unrelated
macOS harness failures. The failures use `/tmp` versus `/private/tmp`,
invalid ports above 65535, and workspace fixtures outside this change.

## Risks

- Low migration risk. This change has no database migration.
- Old app-detail URLs depend on redirect compatibility.
- New connections grant write actions by default. Finalization remains
configure-authorized and audited, Ask first and Off remain available per
action, and existing connections keep their saved policy.

> 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, exact model ID `gpt-5`. The client does not expose the
context-window size. The model used reasoning, repository tools, code
execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 21:23:26 -05:00
DottaandPaperclip 5f87090894 Make managed Cloud OAuth handoffs invisible (#12790)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Apps let people give agents governed access to external providers
> - Paperclip Cloud brokers shared provider authorization for managed
stacks
> - The managed flow sent the browser through a confirmation page after
the tenant had already prepared sign-in
> - A lost confirmation response could also show an expired-session
error before the provider page opened
> - This pull request adds an opaque handoff contract and one shared
tenant coordinator
> - The benefit is a direct and recoverable transition from Paperclip to
every Cloud-brokered provider

## Linked Issues or Issue Description

**What happened?**

A managed Paperclip Cloud connection opened the Cloud confirmation
route. A response-loss race could show an expired-session error while
the authorization still continued.

**Expected behavior**

The current Paperclip loading state must stay visible while the tenant
exchanges an opaque session. The browser must then open the provider
directly. Self-hosted and direct OAuth must keep their existing
behavior.

**Steps to reproduce**

1. Open Apps on a Paperclip Cloud stack.
2. Start a managed provider connection.
3. Select Continue to sign in.
4. Observe that the browser visits the Cloud confirmation route before
it reaches the provider.

**Paperclip version or commit**

`b872cd3d1b404bdaff70af493a2973ceb7e5d6ec`

**Deployment mode**

Paperclip Cloud hosted stack.

No related open issue or pull request was found in the repository
search.

## What Changed

- Add a backward-compatible opaque Cloud handoff to the shared OAuth
start contract.
- Validate the Cloud descriptor on the server and expose no
browser-selected endpoint.
- Exchange managed handoffs through one fixed same-origin route in every
Apps OAuth launcher.
- Keep dialog popups reserved before asynchronous work and retain the
tenant loading state.
- Add recent-login resume storage, bounded retry behavior, terminal
tenant errors, tests, and Storybook states.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- Focused connector and UI suites: 184 passed and 202 skipped.
- `pnpm build`
- `pnpm build-storybook`
- The full local suite reached one unrelated macOS path-alias failure.
The untouched test expected `/var/...` and received the equivalent
`/private/var/...`. The same test reproduces in isolation.

## Risks

- A malformed managed descriptor now fails closed in Paperclip instead
of opening a URL.
- A legacy Cloud deployment can omit the descriptor. Paperclip then uses
the existing validated confirmation URL.
- Direct provider OAuth and self-hosted flows do not receive a handoff
and remain unchanged.
- Rollback is a normal revert of this commit because the contract is
optional and backward compatible.

> 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, reasoning mode, tool use, code execution,
and browser verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-09-03 16:33:13 -05:00