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71f0c0c99e |
feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People coordinate work through conversations, tasks, and requests for input. > - These surfaces must share task state and preserve the context of each decision. > - The existing workspace makes people switch surfaces to follow that context. > - This pull request adds an optional Coordinator workspace with linked conversations, tasks, documents, and decisions. > - Each person can enable it in Settings > Experimental and return to the classic workspace. > - The benefit is a coherent path from a request to an assigned task and reviewed work. ## Linked Issues or Issue Description **Subsystem affected** UI, server, shared contracts, and database. **Problem or motivation** People need a consistent way to start tasks from agent conversations, answer questions, review work, and return to the source context. Decisions and task state must agree across these surfaces. **Proposed solution** Add a personal, default-off workspace experiment. Keep one conversation per agent. Add task proposals, compact task and decision cards, contextual document panels, and a Needs You queue with search, filters, sorting, grouping, and history. **Alternatives considered** Replacing the classic workspace for everyone would remove the opt-out path. Keeping separate decision state in each surface would create conflicting answers. This change uses the existing canonical task and interaction records instead. **Roadmap alignment** This supports the existing agent chat, task management, and human review capabilities. It is an experimental presentation choice. The user requested this isolated implementation after design review. No Discord discussion is claimed. ## What Changed - Add per-person workspace preferences, a default-off setting, and an additive migration. - Add Coordinator navigation, pinned destinations, task lists, agent switching, and contextual panels. - Link task suggestions and creation to the source conversation. Default new task ownership to the current agent unless the user specifies another owner. - Share pending questions, decision receipts, exact review targets, and history across tasks, chat, and Needs You. - Preserve task access, assignment authorization, revision binding, and required output review gates. - Add compact document links, relative timestamps, composer controls, and reduced-motion support for task and decision transitions. - Add component stories, regression coverage, and capability-map documentation. ## Verification - Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29, 2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional skips, no pending or failed checks**. [Current CI run](https://github.com/paperclipai/paperclip/actions/runs/40790639688) passed without a rerun on this head. - Fresh Greptile **5/5**, zero new comments and zero open review threads; Superagent passed with no suspicious changes. [Checks](https://github.com/paperclipai/paperclip/pull/17983/checks). - Local workspace typecheck/build passed after the latest rebase. The final account-read patch passed UI typecheck/build and all 12 related preference/settings tests, including a delayed real-client request across account changes. Earlier scoped checks cover review deduplication/replay, decision deep links, cross-surface state, access boundaries, and migration replay. - Local database/browser rechecks after the latest rebase were limited by exhausted macOS shared-memory IDs: `initdb` failed before database creation. The local run passed 31 UI/snapshot tests and skipped 24 database tests; those skips and the blocked local browser start are not claimed as passes. The independent Linux CI database and browser checks passed. No running dev database or host setting was changed. - Upstream migration 0403 is preserved. Preferences and durable review retry aliases are generated as replay-safe migrations `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest snapshots are retained. Every detected conflict was rebased and pushed before waiting for CI/review, as requested. - The PR is unmerged. The active master ruleset still requires code-owner approval for the changed Paperclip skill; no approval or rule change was performed. <details> <summary>Earlier verification failures, integration history, and evidence</summary> These entries preserve prior checkpoints and failures; the current acceptance result is above. - Focused UI and server checks from the isolated build are recorded in the implementation plan. - Browser checks covered the opt-in shell, navigation, task/document links, and decision card states. No new live provider trial is claimed for this handoff. - Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, rebased onto master `8bc051245` immediately after its GitHub review-repair migration took 0403. Preferences are generated as idempotent `0404_tense_silver_sable.sql`, preserving upstream SQL/journal/snapshot history and five newest snapshots. GitHub reports MERGEABLE after the immediate lease-protected push. Scott's updated instruction is to rebase and push every conflict resolution first, without waiting for CI or Greptile; verification follows the push. - The final reviewed feature tree was consolidated for repeatable single-commit rebases. The complete previous commit history remains reachable through local recovery ref `codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot `0e1bbdf4e`). The actual rebase completed, and its tree hash exactly matches that resolved snapshot. The force-with-lease required the known remote head `0e6ef7c44`, protecting against concurrent branch changes. No PR merge or permission/runner setting change occurred. Fresh CI/review are in progress for the current head. - `2001132fa` received Greptile 5/5 with one nonblocking account-switch read finding. Current head detaches path-coalesced preference GETs and disables HTTP caching, retaining React Query's account-scoped sharing. A delayed real-client GET regression proves account B can load its saved choice before account A responds, and A's late response only updates A's cache. Preference/settings tests 12/12 and UI typecheck passed; its review thread is resolved. Fresh current-head CI/reviews are pending. The prior CI chat shard 3 ended with “The operation was canceled” and no assertion failure ([job 123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631), `/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed to that cancellation. - `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass. All browser tests including the repaired YAML shard passed, and 54 checks passed. General server shard 9 ended with “The operation was canceled” and no failed assertion; its test step was marked cancelled (job [123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893), log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was started after the workflow completed, but master moved while it ran. A local nested-clone check timed out in its 30-second database-startup hook and then failed cleanup before the 20 database cases ran; this is retained as a local verification limit (`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or proof of the CI cancellation cause. - Following Scott's instruction, the new conflict was rebased and pushed immediately without waiting for that rerun. Upstream's `0403_natural_cerise.sql` is preserved; regenerated preferences and retry-alias migrations are `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`, replay-safe with five newest snapshots retained. The YAML helper conflict combines upstream's click and header behavior with the editor-selection guard and injected regression. Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase work. Current head is MERGEABLE. Full workspace typecheck/build passed; UI and snapshot checks passed 31 tests, but 24 database tests were skipped by the local support probe, and the local browser server could not initialize PostgreSQL. A direct disposable `initdb` diagnostic established the host limitation: `could not create shared memory segment: No space left on device` (`shmget`, shared-memory IDs exhausted, not disk space). No dev database or host setting was changed. Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`, `/tmp/pr17983-2001132-db-probe.log`; checks: `/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`, `/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`. These local skipped/blocked checks are not claimed as passes; fresh CI on independent runners is in progress. - `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass, but [E2E shard 7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925) failed parsing an Advanced YAML clipboard read beginning with “Skip to Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`. Current head hardens the test helper to verify editor focus and selection, clear stale clipboard content, and require the YAML header at the start of a fresh copy before parsing. Saved-state assertions and timeouts are unchanged. All six Advanced YAML browser journeys passed on a disposable local instance (41.0s); the exact lost-response journey also passed with a one-time injected surrounding-page copy, verifying rejection/reacquisition (17.6s). The precise browser focus/clipboard timing in CI remains unproven; the observed invalid-read path is now guarded and deterministically exercised. Logs: `/tmp/pr17983-yaml-clipboard-scope-browser.log`, `/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head CI and reviews are pending. - `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking deep-link finding. Current head preserves attention links using `?decisionId=`: the requested pending decision is rendered even beyond the first 40 cards, focused and scrolled into view, then only that parameter is consumed so later refreshes do not refocus. Other URL parameters remain. Needs You tests 10/10 and UI typecheck passed; its review thread is resolved. The preceding post-rebase regression run passed 45/45 tests. Fresh current-head CI/reviews are pending. - `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and Superagent pass. While 32 checks had passed, master moved and caused a documentation conflict in `maps/feature-map/onboarding.md`. Rebased immediately, preserving both onboarding paragraphs. The complete four-commit branch was pushed as `19e6dcb0b` before waiting on CI/review, per Scott's instruction. A transient Git index lock interrupted the first continue; the command sequence briefly pushed intermediate `34e298c07`, then the completed rebase was immediately pushed. All feature and security/retry fixes are present; local recovery ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase history. The only tree differences from that ref are upstream's two smoke-test files and the combined documentation paragraph. GitHub reports MERGEABLE. Fresh current-head verification is in progress; prior-head review results are not current acceptance. - `21efa3120` passed Superagent but Greptile scored 4/5 for a valid retry-key persistence bug: an acknowledged duplicate key could reopen a resolved review. Current head adds an additive, replay-safe `0404_light_swarm.sql` migration for indexed, task-scoped aliases from acknowledged retry keys to the canonical interaction. Alias registration and retry lookup occur under the existing task lock; payload/actor mismatch still conflicts, and each canonical review permits at most 100 aliases. Original and acknowledged keys replay the terminal result rather than creating a new gate. Five newest migration snapshots are retained. Service/routes tests 165/165 passed; final quality review plus migration replay/snapshot checks 25/25 passed; server typecheck passed. The P1 thread is resolved in code; fresh current-head reviews and CI are pending. - `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile findings, but Superagent check [123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812) correctly flagged unbounded pending quality-card creation. Current head fixes that under the existing task-row lock: equivalent requests with fresh idempotency keys reuse the pending card; conflicting requests for an unresolved deliverable return the existing interaction ID; pending cards are capped at ten per task across all reviewers. Distinct outputs remain independent, and already-answered items in a partially pending batch can receive a fresh review. Added real-database concurrency, cross-card duplicate, partial-answer, and hard-cap regressions. Quality review 22/22 tests and final server typecheck passed; earlier service/routes 163/163 tests passed before the final partial-answer refinement. One added assertion initially expected a service HTTP error, but duplicate keys are rejected earlier by the existing shared schema; the assertion now verifies that validation. Fresh current-head CI/reviews are pending; the action-required security result is not treated as passed. - `c9c575e5f` completed all 56 checks successfully with four conditional skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are fixed in the current head: independently bound quality approvals now each remain visible in attention; changing/clearing URL-backed assignee/status filters updates the URL and survives task navigation. Both review threads are resolved. Regression evidence: attention service 34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server typechecks and the full workspace build passed on `69c2c7543`. The first new UI test run caught an assertion racing React Router's transition; waiting for the navigation before asserting passes without weakening the navigation/remount checks. These older-head green checks are not claimed for the new fix commit. - Preceding `0e6ef7c44` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, and passed Superagent. A fifth migration-metadata collision arrived before the final Runner job finished. Those green results are preserved as prior-head evidence, not current acceptance. - Previous fully verified migration head: `0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master `f8226b051` after the fourth migration-number collision. Master added terminal GitHub-response migration 0401 while the final native check ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and preferences are generated as idempotent `0402_yielding_blink.sql` on top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE after the push. All 1,155 relevant migration/review/interaction/native-execution/remote-assets tests, workspace typecheck/build, migration guards and whitespace checks pass. Fresh exact-head CI/Greptile/Superagent are pending. - Immediately preceding head `36c67cf03` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, plus passed Superagent security. No retry was needed for that head's CI. Master advanced and introduced only a migration-metadata conflict while its final native check ran, so that green result does not establish acceptance of the current integration. Four consecutive collisions (0398, 0399, 0400, 0401) during verification are retained as concrete integration churn; a brief pause of competing migration merges was requested, without assuming it happened or changing any repo setting. The PR has not been merged. - Prior fully verified head: `36c67cf03`, on the clean `30059c0ed` integration of master `efd65c112`. The last Greptile P2 is fixed: Needs attention retains the participant-agent scope through authoritative server membership queries for each pending task, including historical participation when another agent currently owns the task. It does not approximate participation with current assignment or enumerate every company task. The actual view-switch regression and all 31 focused task/routing/collection tests, UI typecheck/build, token gates and whitespace checks pass. Greptile completed a fresh 5/5 review on this exact head (review 19) with zero new comments and no open review threads. CI and Superagent remain in progress; no current-head CI failure has been reported. - Head `30059c0ed` received Greptile 5/5 with that one nonblocking participant finding, now fixed. Superagent passed that head. Current-base integration restored the ephemeral RunsOn fleet after a superseded workflow retained queued aggregate jobs: normal cancellation was insufficient; the single force-cancel request was interrupted but readback confirmed that obsolete run cancelled and current CI began on the trusted fleet. No cancellation retry or runner/security/workflow changes were made. Its partial CI was superseded by the necessary participant fix and is not current acceptance. - Previous compatibility/base-sync head: `30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master `efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports MERGEABLE after the push. Coordinator keeps Inbox standalone under More without rewriting the instance's Combined Inbox preference; opting out restores that preference. Saved merged-Inbox URLs resolve to their original owner, task status presets remain usable, and canonical repeated `workspace` parameters retain scoped, deduplicated pagination (including Needs attention). All 192 broader routing/Inbox/sidebar/privacy/review tests and the final 16 task-page tests pass, as do workspace typecheck/build, token gates and whitespace checks. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The preceding `d5b9be5bd` remained mergeable but its CI routing gate intentionally fell back to GitHub-hosted runners: “stacked base merge commit does not contain the current base branch.” All 45 downstream jobs stayed queued. Current master was merged cleanly to refresh the pinned base; no runner/security settings or workflow logic were changed. Greptile scored that preceding head 4/5 with the two compatibility findings fixed here. Its automatic Superagent scan was inconclusive at checkout; the documented retry was still pending when superseded. Those results do not establish acceptance of this current head. - Previous approval/migration head: `d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master `ba5bba86d` and the stale-output approval correction. GitHub reports MERGEABLE after the push. The fresh P1 finding is fixed: every submitted item now validates and locks its bound output inside the resolution transaction, whether or not it carries a required-quality-review binding. Real database regressions verify that an advanced document revision or deleted attachment refuses the entire batch without recording approvals, and current ordinary output reviews still resolve. All 272 combined migration/review/interaction tests pass; workspace typecheck/build passed. Fresh exact-head Greptile and CI are pending. The automatic Superagent scan ended inconclusive at checkout; one documented on-demand retry is pending. These are explicit verification limits, not passed security results. The P1 thread is resolved. - Master consumed the next migration slot three times during this verification pass: confirmation recovery took 0398, continuation recovery took 0399, and GitHub acknowledgement recovery took 0400. Each upstream SQL/journal/snapshot is preserved unchanged. Preferences are now generated as idempotent `0401_white_lenny_balinger.sql` from upstream 0400; exactly five snapshots remain, and replay coverage locates this migration by table content. This is recorded concurrent integration churn, not a claim that older green results apply to the latest base. - Head `ed3b68da9` fixed the two history/URL findings with 26 focused regression tests, server/UI typechecks, workspace build and token gates passing. Greptile then scored that head 4/5 with the stale-output P1 corrected in the current head. Its partial CI is superseded, not counted as current acceptance. - Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge of master `063cfd438`. The two fresh Greptile findings are fixed: history outcome filters now match recorded per-item verdicts in SQL before pagination (mixed reviews remain in both applicable outcomes), and same-page URL assignee changes/back/forward navigation update that filter without clearing independent filters. All 26 focused database/navigation/collection tests, server/UI typechecks, workspace build, token gates and whitespace checks pass. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The `8458d39d9` migration integration also passed all 328 targeted migration/interaction/confirmation tests, workspace typecheck/build and Superagent security scan. Greptile scored that head 4/5 with the two functional gaps fixed in the current head; those prior-head checks are not current acceptance. - Migration integration head: `8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master `063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE after the push. Master advanced twice during this conflict-resolution pass: first its confirmation-recovery migration took 0398, then its continuation-recovery migration took 0399. Both upstream migrations and journal entries remain unchanged; Coordinator preferences are now generated as idempotent `0400_sad_guardian.sql` from upstream's latest snapshot. Exactly the five newest snapshots remain. The replay regression now locates the table migration by content instead of hardcoding a renumbered filename. - All 328 targeted question/review/confirmation/migration tests passed again after the second merge. Workspace typecheck/build and fresh exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed workspace typecheck/build and Superagent security scan, but was superseded because master consumed migration 0399 while those checks ran. That prior-head result is not acceptance of the current head. No production settings or runner/security permissions were changed, and the PR has not been merged. - Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`, integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub reports MERGEABLE after the push. The renewed conflicts were `0398_snapshot.json`, `_journal.json`, and the top imports in `issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery index and journal history are preserved unchanged; Coordinator preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with replay coverage updated and exactly the five newest snapshots retained. Both terminal confirmation notifications and Coordinator task assignment/required review behavior are preserved. - All 328 targeted interaction/review/confirmation/migration tests pass, as do workspace typecheck, map validation and whitespace checks. The workspace build and fresh exact-head CI/Greptile/Superagent checks are pending. The first migration-generation attempt hit the sandbox's local IPC restriction before generating files; the unchanged authorized local generation completed successfully. Prior-head green checks below do not establish acceptance of this merge. - Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`, with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE. Greptile completed a fresh 5/5 review on this exact head with zero new actionable findings and no open review threads. The [fresh CI workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319) completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E shards. Final completed check set: 55 succeeded, four conditional checks skipped, zero pending/queued/running checks, and one neutral/inconclusive Superagent scan. The auxiliary commitperclip review and isolated native Runner compilation/cache-reuse check both passed. This is not a claim that Superagent produced a passed security verdict. GitHub still reports MERGEABLE against current master `60b8089a44b4eaa37e627adbfdf2f130bda13335`. - Current-head E2E: all eight shards and the aggregate passed, including the previously failing YAML browser journey. Serialized server shard 9/9 failed: the protected YAML projection test exceeded its original 15-second timeout; its late update request then reached the next test's reset mock (the captured payload is the prior test's model/label update). All 88 tests in that exact unchanged file passed locally in 38.03 seconds, with no timeout or assertion changes. The original slow-request cause remains unproven. CI failure log: `/tmp/pr17983-8b7-serialized9.log`; local recovery: `/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged shard rerun passed, and the workflow completed SUCCESS. Rerun log: `/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is retained; a passing retry does not establish its original slow-request cause. - Greptile scored preceding head `4873704be` 5/5 with one valid P2: opened task decision records missed company-scoped live invalidation. The current head uses the existing company decision prefix for resolution and effect-completion events, and resets private record payloads on access changes. Its thread is resolved. All 107 focused record/live-update tests, UI typecheck/build, token checks and whitespace checks pass. - CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML lost-creation-response journey: its clipboard helper selected page text starting with “Skip to Main Content” instead of YAML. The exact unchanged journey passed in a disposable local browser instance (1 test, 17.1 seconds). No assertion, timeout or production behavior was weakened; the original failure cause remains unproven. Failure log: `/tmp/pr17983-487-e2e7.log`; local check: `/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML browser suite also passed locally (6 tests, 37.8 seconds). Fresh current-head CI subsequently passed this journey and all other E2E shards. - Both the automatic and one supported on-demand Superagent scan on `4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base checkout failed or timed out.” These do not count as a passed security verdict. The current head's automatic scan and one documented on-demand retry also returned the identical neutral checkout failure, with zero annotations or further diagnostics. This is an external scanner blocker, not a passed security verdict. No security settings or permissions were changed. - Recorded decision links now render and focus the full source-task record in both Classic and Coordinator, including recorded choice, submitted inputs, and the existing effect-result resolver. Fresh terminal records take precedence over older open-decision cache entries. Context and account checks keep mismatched or inaccessible records out of the DOM; no decision-history tab was added to tasks or chat. The shared company live-run feed now drives live-only filtering, including ended runs and terminal tasks with stale run entries. All 213 focused tests, UI typecheck/build, token and whitespace checks pass; the final focus follow-up passed all 188 task-detail tests and UI typecheck. The first new navigation test failed because its test host omitted company context; the host was corrected before the passing run. - Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1` merges master `1aa3a21ac` after four additional upstream commits. The sole conflict was competing imports in `server/src/services/issues.ts`; both quality-review policy and inbound wake-notice notifications are preserved. The PR-specific review import now sits beside execution-policy imports instead of the frequently changing first line. GitHub mergeability is rechecked after the push. - On the combined master tree, workspace typecheck/build, all 153 affected UI tests, map validation, and whitespace checks pass. Four server suites passed 77 tests; the fifth suite's module-import hook timed out while broad verification was running. Its unchanged isolated run passed all 41 tests in 7.2 seconds with the original timeout. This records recovery without claiming the original import-timeout cause is proven. CI on `375c5e895` passed every substantive job, including all eight E2E shards and Superagent; Greptile found the two functional gaps fixed in the current head. A short-lived `669d90876` commit added the main fixes before the focused navigation follow-up. - Immediately preceding head `9d9737b49` completed all 56 checks successfully with four conditional skips, Greptile 5/5 and no open findings, plus a successful Superagent scan. The signoff E2E shard passed on its single accepted rerun; its initial cancellation/timing failure is retained below. Master moved again while those checks ran, requiring this final integration rather than treating the prior head's green result as current acceptance. - Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was subsequently conflicted by moving master. The master merge preserved durable account-bound writes and Coordinator UX. Workspace typecheck/build, 416 focused UI tests, and 142 affected comment-route tests passed. A stable full UI run on preceding head `938ad1665` passed all 9,833 tests across 836 files; its final full workspace build also passed. - Greptile found nested proposal project inheritance and Classic bound-revision links on `91be74952`. Both were fixed with 142 interaction-route tests, 113 focused UI tests, and UI/server typechecks. Its next review identified a valid draft-preservation bug in the new Classic loading UI. Head `9d9737b49` keeps loading/error notices outside editors and annotations while preserving dirty drafts; 115 focused review UI tests pass, including pending/failed revision loads and continued draft editing. All related threads are resolved. Greptile completed a fresh 5/5 review of `9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings. - CI on `938ad1665` exposed an integration regression with the newly merged durable startup saves: the personal preference gate blocked the task page before its first session lookup. The guarded title editor now mounts while that lookup is pending, with presentation-specific tools still gated. All 216 affected component tests pass. The unchanged five-test `disconnect-write-recovery.spec.ts` browser suite passes against a newly launched disposable local-trusted PostgreSQL instance on port 33219, including the exact failed startup-save journey. No live provider, hosted authentication or production proof is claimed. The helper-owned test server exited and the port has no listener. UI typecheck, built-browser assets, token and whitespace checks pass. - Initial durable-write merge tests found duplicate imports and unscoped draft fixtures, fixed before 416 focused tests passed. A sandbox typecheck could not create its IPC socket; the supported rerun passed. The first revision-link test used a wrong Return to latest button assertion, corrected before the 113-test pass. The startup E2E reproduction initially still failed because an outer shell gate also blocked the page; the subsequent fix passed all five cases without changing the test or its timeouts. A focused loading-header assertion initially used an incorrect fixture title; correcting it preceded the 216-test pass. These failures remain recorded. - Earlier routing gates fell back to GitHub-hosted runners while master was moving or conflicted. Superseded queued runs were cancelled, then the `938ad1665` routing gate explicitly selected the ephemeral RunsOn fleet. Its CI actively executed and completed most tests; only the diagnosed startup E2E shard and aggregate failed, alongside the valid Greptile finding. Auxiliary GitHub-hosted workflows also completed successfully on earlier heads, so queueing alone is not an administrative blocker. Fresh [CI on `9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678) is the acceptance target; the previously failing startup E2E shard now passes. A different signoff E2E shard failed during executor resubmission when its fixture run was cancelled as `issue_continuation_waiting_on_review`. The exact unchanged journey passed locally (1 test, 46 seconds), and the preceding head with identical server/signoff code passed that CI shard. This supports a bounded rerun but does not establish the timing failure's root cause. After the workflow finished, GitHub accepted one rerun of that failed shard and its dependent aggregate; both passed, completing all checks on that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log` and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No assertion or timeout was weakened. - On the first merge, full workspace typecheck/build, all 9,622 UI tests, 267 tests across seven affected server suites, two migration checks, map validation, token gates, and the PR diff whitespace check passed. Greptile then found duplicate local task-search filtering and lost completed item-review detail. Both are fixed, with 42 passing focused UI tests and passing UI typecheck/build. - A subsequent Greptile review found attachment confirmations without working links and mobile history without a visible host. Confirmation layouts now derive the authenticated immutable-content endpoint from the attachment ID, and Needs You uses the existing full-screen mobile sheet. All 119 focused tests pass, including missing/stale display URLs, both review layouts, and both mobile history entry buttons. UI typecheck/build and token checks pass. Full workspace typecheck/build also pass after the second master merge. - Greptile gave head |
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46760cc588 |
fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task conversations show requests in the feed and above the message composer. > - Earlier fixes kept dismissed questions in history, but excluded completion reviews and other request kinds. > - Closing those forms left a pending badge, and the server could still demand a response. > - This pull request saves human dismissal and removes the request from composer reminders and ordinary completion gates. > - People can continue the conversation and reopen the request from history. ## Linked Issues or Issue Description Related work: #15229 and #15392. **What happened?** Dismissing a completion review closed its form but left it counted as pending. It could return after reload, block a retry, or cause the agent to demand another response. Raw runtime requests could also lose their only usable control when dismissed. **Expected behavior** Dismissal leaves an accessible request in the feed and clears the composer form and pending count. It persists after reload. It does not submit an answer, approve an action, or wake the agent. **Steps to reproduce** 1. Open a task with a pending completion review or another composer request. 2. Dismiss the request, then reload the task. 3. Check that the composer stays clear and the feed entry can reopen the request. ## What Changed - Add nullable dismissal fields and a human-only dismissal endpoint with company, private-task access, resolver, and locked review-policy checks. - Persist saved-request dismissal on the server. Keep browser persistence for raw runtime requests and existing question dismissals. - Keep confirmations, choices, item verdicts, suggested tasks, and runtime requests accessible in the feed. - Exclude dismissed ordinary requests from completion and retry gates. Tell agents not to repeat deferred requests. - Preserve tool, secret, connection, plan, company-policy, and configured review authorization gates. Expire deferred non-question requests when their task completes. - Preserve the selected form when another dismissal finishes saving. Keep reopened reviews visible through delayed comment refreshes. - Add a completion-review Storybook test drive and update design, API, database, and capability documentation. ## Verification - `pnpm -r typecheck`: passed. The final UI changes also passed the UI typecheck. - `pnpm build`: passed. The final UI changes also passed the UI production build. - Focused UI and transcript tests: 550 passed across nine files after merging the current base branch. - Focused database, completion, and prompt tests: 105 passed across three files, including two review-policy regressions that failed before the fix. The tests reject a review requester excluded by current policy, preserve the pending gate on denial, and permit an independent reviewer to defer the request. - Route regression suite: 81 passed, including denial before reading or mutating a private-task request. - `pnpm check:token-gates`: passed. - Map and Storybook structural checks: passed; 30 map/catalog script tests passed. - Browser: used the production task-thread components in the completion-review fixture. Dismissed, reloaded, reopened from the feed, and dismissed again. No pending badge or composer takeover remained. Story callbacks simulate API saves; separate server tests cover persistence and permissions. - `pnpm test:run`: stopped after the general-server group reported one failure in `workspace-runtime.test.ts`: "returns a bounded structured conflict and exposes only same-company workspace references". The same test passed in isolation (1 passed, 178 skipped). The cause of the full-suite failure is not established. The full PR CI suite subsequently passed on e243cbb001; its two authorization review findings are fixed in |
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3c561642b4 |
fix(chat): resolve approvals and preserve unanswered questions (#14613)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask for decisions and optional details through cards in chat. > - A clear approval in a message can leave the matching card pending. > - An unanswered question can also block an unrelated later reply. > - Decisions need a saved source message, while optional questions need to remain answerable in history. > - This pull request records conversational decisions and lets users move on from questions and answer them later. ## Linked Issues or Issue Description **What happened?** Native Claude and Codex could act on approval in chat while the original approval card stayed pending. Pending question forms stayed above the composer, were absent from history, and could suppress later chat replies. A late native question answer could wait for a finished run to reconnect. **Expected behavior** The active agent records a clear approval or refusal against the exact card and user message. Ambiguous replies do not grant consent. Users can send another message without answering a question. The question remains pending in history and can be reopened and answered later. The saved answer reaches the agent. **Steps to reproduce** 1. Ask an agent to propose work with a confirmation card, then approve it in chat. 2. Check that the original card records that approval before work starts. 3. Ask an interactive question, send an unrelated message, and reload. 4. Open the unanswered question from history and submit an answer. Related work: #14408 added completion delivery. #14607 tests completion reporting turns. Neither records conversational answers on approval cards. ## What Changed - Add a confirmation endpoint backed by a user comment, with schema validation, OpenAPI discovery, and native Plan-mode access. Ask mode remains read-only. - Check company, active run, actor, current session, message provenance, revision, and resolver policy. Save the decision and audit in one transaction. Retries do not repeat effects. Emit resolution telemetry after commit. - Give fresh and resumed chat turns the actual pending confirmation identities. Teach agents to save clear conversational decisions before acting and to clarify ambiguity. - Keep unanswered Agent Chat questions as compact history entries. A newer user message closes the old form. Question cards never contribute to composer pending counts or navigation, including after dismissing a fresh form. The history card is the sole reminder; clicking it restores that exact form and draft. - Preserve Agent Chat questions when later messages or questions arrive. Historical ordinary inputs no longer gate later chat replies. Current-run requests, task execution, and governed approvals keep their gates. Remove the special acknowledgement-publication proof helpers that this rule replaces. - Route answers to finished native runs through durable fresh-wake delivery, with existing idempotency and source-question context. Settle late replies against contiguous completed conversation turns and freeze their history replay; failed, unhandled, and newly arriving messages remain actionable. - Add real-component Storybook scenarios, database and UI regressions, and a three-turn native Claude/Codex E2E case. Capture distinct, UI-ready screenshots and report the individual assertions. ## Verification - Focused decision/publication/UI regressions after merging master: 288 passed; subsequent UI draft, failed-send, and conversation checks: 199 passed. - Native question and durable delivery regressions: 106 passed, including all four terminal run states and exactly-once late delivery. Seven targeted regressions fail against the original implementation and pass with the fix. - Latest conversation/decision/native-delivery regressions after the master merge: 121 passed. Covers completed progress, missing or failed intervening turns, new messages during a late reply, stale sessions, and frozen retry/replay boundaries. Four new assertions fail before the ordering fix. - E2E support suite after the master merge: 792 passed. Negative controls reject expired cards, wrong questions/answers, stale or missing replies, unrelated clarification forms, and unexpected tasks. - The embedded-browser walkthrough caught one additional defect: dismissing a fresh question still showed a composer badge. Both Cancel and close-button regressions failed before the fix. The fix at `65f2ade12` passes 170 chat-thread tests and 792 E2E support tests. After merging master, 232 chat-thread/confirmation tests, server/UI typechecks, and token gates pass. The preview and two-provider live E2E pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at that commit. All 55 checks are now successful at `e5512a206` (four conditional checks skipped), including the aggregate verification gate and clean-install canary test. The first attempt was interrupted by simultaneous CI worker shutdowns; one failed-job rerun passed without code changes. - [Published Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on): nine real-component scenarios. Manually exercised move on, reopen, preserve draft, answer later, answer one of multiple questions, and a custom mobile answer in the embedded browser. Retested fresh Cancel and close-button dismissal in the updated build, then reopened and submitted the preserved Green selection and inspected its answered receipt. Static preview has no live model/backend; its callbacks are fixture responses. - [First live campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/) reproduced the late-answer completion-state defect on both providers despite correct saved answers and acknowledgements. It also exposed a valid imperative clarification rejected by the old oracle. Both issues are fixed with regression controls; this failing run is retained as evidence. - [Four-cell qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/) passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous confirmation, each on native Claude and Codex. Inspected saved state, source-message decisions, visible cards, and agent replies. Both late-answer chats settled to waiting; no unrequested tasks were created. [Final branch rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/) passed 2/2 at `142630720`: the same unanswered-question journey after merging master, plus an additional screenshot and browser assertion for the actual late-answer acknowledgement. - [Composer-reminder E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/) passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each, with explicit no-badge assertions before and after reload. Inspected saved pending/answered state, both screenshots with a clear composer, and actual Blue acknowledgements; all five behavioral matchers passed per provider and neither created tasks. Cost coverage is partial; this is bounded workflow qualification. - [Fresh-dismissal E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/) passed 2/2 at `e5512a206`: native Claude and Codex, including fresh Cancel, clear composer, reopen, unrelated message, reload, late Blue answer, and actual agent acknowledgement. All five behavioral matchers pass per provider. Inspected the fresh-dismissal screenshots and saved pending/answered identity; neither created tasks. Cost coverage is partial (4/6 runs). - Prior evidence remains available in [the earlier campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/). Its early loading screenshot and overwritten final capture prompted the UI-ready, distinct screenshot fixes. ## Risks - The model interprets intent. The server verifies permission and provenance; it does not infer consent from text. Ambiguous and unrelated replies are not approvals. - Historical questions can accumulate. They remain visible, pending, and answerable; no automatic answer or expiry is invented. - The change to completion gates is scoped to Agent Chat and ordinary historical inputs. Current-turn and governed approvals retain their existing controls. - Live qualification is limited to the selected stories. Broader native onboarding finalization remains separate work. - No database migration. Telemetry adds no fields or values; the contract and README document the commit boundary. Privacy review was requested on the PR. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser-test orchestration. The exact model ID and context-window size are not exposed to this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |
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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> |
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39206c0096 |
feat(ui): complete the task workspace (#12640)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task page is the main place where people guide and review agent work. > - Native runner events already project into the existing task chat on the lower stack. > - The larger task workspace must support those events without breaking direct adapters. > - Legacy questions, final replies, empty transcripts, and classic controls must keep their behavior. > - This pull request completes the provider-neutral task workspace experience. > - The benefit is one coherent task surface for native and direct execution paths. ## Linked Issues or Issue Description Refs #12639. Refs #12617. Refs #12352. **Subsystem affected** Task chat, task detail, side panels, interaction forms, and transcript presentation. **Problem or motivation** The task page does not provide one complete workspace for live activity, plans, questions, queued guidance, files, and documents. Earlier native UI work also exposed compatibility risks in legacy question and reply paths. **Proposed solution** Add the task workspace components and provider-neutral protocol presentation. Keep runner-only controls behind runtime facts. Preserve all direct-adapter composer, transcript, interaction, and finalization behavior. **Alternatives considered** A separate runner page would duplicate task behavior. Replacing legacy transcript logic would create unnecessary adapter regressions. **Roadmap alignment** This work supports the unified task experience and the Cloud and Sandbox agents milestone. ## Stack - Base PR: #12639. - Lower PR: #12638. - This PR contains only its 119-file UI delta against `runner/remote-wss-transport`. - The next stack PR adds administrator and observability controls. ## What Changed - Added a reusable task workspace side panel for files and documents. - Added provider-neutral cards for tools, plans, questions, protocol activity, and progress. - Added queued guidance and richer composer state. - Added compact and expanded interaction presentation. - Added live activity, thinking, usage, recovery, and final reply presentation. - Added document annotations and task deep links. - Added bounded question validation and response handling. - Preserved native runner event projection from master. - Preserved legacy channel-less replies and explicit final reply precedence. - Preserved direct-adapter and classic-interface controls. - Did not change server execution selection, Rust code, migrations, workflows, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, repository tests, typecheck, build, browser tests, security, and policy gates. - Tests cover active, settled, empty-transcript, interaction, queued-message, plan, question, file, document, and classic-interface states. - Compatibility tests cover direct adapters and native runner projection together. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/remote-wss-transport...HEAD` passes. - The delta contains 119 UI-only files. ## Risks - This is a large task-page change. - Most files are new focused components and tests. - Shared transcript code keeps the lower native projection and legacy direct-adapter fallbacks. - Runner-only controls use adapter and runtime facts. - No execution path or rollout flag changes in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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6b8e42168e |
Add governed secret alias confirmation cards (#11486)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need scoped secret bindings to use external services safely. > - Agents could not request an existing secret under a new config name without an internal secret identifier. > - Existing binding proposals were only visible in Settings and did not create an issue-thread approval path. > - A confirmation card could record acceptance without proving that the binding was created. > - This pull request extends the existing secret proposal system with safe source references and governed issue-thread confirmation cards. > - The benefit is a one-click flow that creates the binding or shows a clear failure without exposing secret material. ## Linked Issues or Issue Description Related prerequisite: #11482. **Subsystem affected** Cross-cutting: server REST APIs, shared interaction contracts, database proposal schema, and issue-thread UI. **Problem or motivation** An agent can need an existing bound secret under a second config name. The agent cannot safely discover the internal secret identifier. The existing proposal is also easy for the operator to miss because it only appears in Settings. A generic confirmation can record acceptance without executing the binding. **Proposed solution** Let an agent create a binding proposal from one of its existing config paths. Mint a server-owned, human-only confirmation card on the checked-out issue. Recheck the operator's target-agent permission under the proposal row lock. Execute the existing proposal transaction after card acceptance. Store an `executed` or `failed` result on the card. Render the complete lifecycle in the issue thread and attention resolver. **Alternatives considered** A new alias subsystem would duplicate proposal quotas, expiry, authorization, and binding synchronization. A text-only issue comment would not provide a governed action or an execution result. An agent-supplied card payload would permit metadata smuggling. This change uses the existing proposal transaction and a server-owned payload instead. **Roadmap alignment** This change extends the completed "Secrets Manager with per-agent access" roadmap item. It preserves scoped bindings and audited resolution. The required GitHub search found no other open duplicate issue or pull request. ## What Changed - Added safe source-config-path binding proposals and preserved user-secret ownership checks. - Added a proposal-to-interaction link and an idempotent database migration. - Minted human-only `request_confirmation` cards with server-owned `secretProposal` metadata. - Rejected agent-supplied governed metadata and agent addressees. - Rechecked `agent_config:update` authority under the proposal lock before execution. - Recorded `executed` or `failed` results and posted a failure comment when no binding was created. - Settled failed accepted proposals atomically and mirrored rejection, withdrawal, and expiry in both directions. - Emitted `secret.binding.created` for new agent binding writes. - Added a dedicated issue-thread card for pending, executed, failed, rejected, withdrawn, and expired states. - Showed only the source label, target agent, config path, skeptical justification, expiry, and safe failure code. - Replaced resolved attention-query entries immediately with the stitched server result. - Added focused server, database, UI, and state-transition tests. - Added Storybook fixtures for every review state and documented the API and agent behavior. ## Verification - `pnpm exec vitest run ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/db check:migrations` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/secret-proposals-routes.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/agents-service-secret-bindings.test.ts` — 142 passed. - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/company-secret-proposals-migration.test.ts --silent` — 1 passed. - `pnpm -r typecheck` - `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI AWS-doctor case passes 8/8 with runtime-injected static AWS credential variables unset. - `pnpm build` - `git diff --check origin/master...HEAD` ## Risks - Migration `0221` adds one nullable foreign key and one index. It uses idempotent guards. - The accept route performs a governed write after it records card acceptance. A failed write is visible and settles the proposal as rejected. - Concurrent proposal and card resolution must use proposal-before-interaction lock order. A race test covers direct approval against card rejection. - The new audit event increases activity rows for newly added agent bindings. It does not include secret values or fingerprints. - The card includes only safe proposal metadata. It does not include secret value, fingerprint, version, or internal secret identifiers. - The UI uses the stitched resolution result. Focused tests cover immediate cache replacement and every terminal state. > This work extends an existing completed roadmap capability. The GitHub duplicate search returned no other open related work. ## Model Used - OpenAI Codex with model ID `gpt-5`. The runtime did not expose its context-window size. Reasoning, repository tools, code execution, database integration tests, UI rendering, and GitHub tools were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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> |
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c185e64b77 |
feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators spend most of their time on the issue detail page. They talk to the assigned agent there through comments. > - The current page reads as a ticket form. The thread sits below properties, the composer sits mid-page, and live agent activity renders as dense transcript logs. > - Talking to an agent is a conversation. A chat-first layout matches that mental model better than a ticket form. > - A layout change this large must not disrupt current users. It needs a safe opt-in path and full parity with the existing thread features. > - This pull request adds a chat-style task view behind a new "Chat-Style Tasks" experiment toggle. The flag is off by default and the existing page is unchanged when it is off. > - The benefit is a focused, readable conversation with the agent: live tool activity folds into compact summaries, the composer stays at the bottom, and properties, plan, and artifacts move into header tabs. ## Linked Issues or Issue Description Refs #49 (chat with agents is a much-wanted feature). Related PRs found in the dedup search: - #4489 — an earlier, closed attempt to promote the conversation to the primary surface on issue detail. This PR is a fresh, flag-gated take on the same goal. - #8837 — an open PR that proposes a two-column task layout. It restructures the same page but keeps the ticket paradigm; this PR is orthogonal because it is opt-in and chat-first. **Subsystem affected** UI (issue detail page). **Problem or motivation** The issue detail page presents agent conversations as a ticket: properties first, thread below, composer in the middle of the page, and raw transcript noise during live runs. Users who mainly converse with their agents must scroll past chrome to follow the conversation, and live activity is hard to read. **Proposed solution** An opt-in chat-style view of the issue detail page, gated by a new "Chat-Style Tasks" experiment toggle in Settings → Experimental. With the flag on, the thread fills the center pane, the composer docks to the bottom of the viewport, Properties / Plan / Artifacts become header tabs, live turns show a status pill with the current tool action and elapsed time, and settled turns collapse to a "Worked · N tools" summary that expands into per-tool rows. With the flag off, nothing changes. **Alternatives considered** Restyling the existing layout in place (rejected: too disruptive without an opt-out), and a separate chat page beside the issue page (rejected: splits the task's single source of truth). A per-request lab page (`/task-chat-lab`, dev-only) was kept for design iteration instead. **Roadmap alignment** ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to real work objects. This PR keeps the core task-and-comments model — it only changes presentation, opt-in — so it does not duplicate that planned work. ## What Changed - New `enableTaskChatRedesign` instance setting, exposed as a "Chat-Style Tasks" experiment card in Settings → Experimental (shared feature catalog, validators, server instance-settings service, and UI settings page). - New `ui/src/components/task-chat/` component family: chat thread with turn grouping, agent reply bubbles, live status pill, collapsible turn summaries with per-tool rows, plan tab with a sticky CTA action bar, inline interaction cards, per-request mode chips, and a bottom-docked composer. - A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs and icons; the status pill, tool rows, and the classic transcript view all use it. - A transcript adapter converts stored run logs into chat turns; it dedupes tool-call updates by `toolUseId` so tool counts match the expanded rows, and it keeps a tool row's first real name when later generic updates arrive. - Composer: posts on Cmd/Ctrl+Enter, supports image paste with object-URL thumbnail previews (revoked on clear/unmount), and uploads through the issue attachments route. - `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar, the header is not sticky, and the chat fills the center; with the flag off, the previous layout renders unchanged. - Motion tokens for the new animations live in `ui/src/index.css` with a `motion-tokens.ts` catalog and a test that keeps the two in sync (the catalog now also covers the shared enter/exit/swap tokens that the decision/quicklook block declares). - A dev-only `/task-chat-lab` page with fixtures and a tweak panel for motion tuning. ## Verification - `pnpm typecheck` — clean across the workspace. - `pnpm check:token-gates` — 3/3 CLEAN. - `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The one failure is `IssueProperties.test.tsx` monitor-row time formatting, which is timezone-sensitive: it also fails on unmodified `origin/master` in a non-UTC timezone and passes with `TZ=UTC`. It is not related to this change. - `cd server && pnpm vitest run src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers the new setting). - Manual: start the dev server, open Settings → Experimental, enable "Chat-Style Tasks", and open any issue. The thread fills the page, the composer docks to the bottom, and Properties / Plan / Artifacts appear as header tabs. Assign an agent and comment to watch a live run: the status pill shows the current tool action with elapsed time, and the finished turn folds into a "Worked · N tools" summary. Disable the toggle and confirm the classic page is unchanged. - Visual snapshot baselines are intentionally not updated: per `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - The flag-off path goes through the same `IssueDetail.tsx` file, so a regression there would affect current users. Mitigation: the classic markup renders through the same components as before behind explicit flag conditionals, and the full UI suite passes. - The transcript adapter interprets stored run-log formats, including legacy entries without `toolUseId`. Malformed logs degrade to generic tool rows rather than crashing. - The new view changes no server behavior other than one additive instance setting; it is additive and default-off. Overall risk with the flag off is low. ## Model Used - Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), extended thinking enabled, agentic tool use (file editing, shell, test execution) via Claude Code / Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |