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DottaandPaperclip 0a5f1546ee feat(cases): add reusable prompt workflows (#17114)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Cases keep facts, documents, and one primary task across agent
handoffs.
> - Each case currently needs its own procedure text.
> - Agents need to reuse procedures and move cases between them without
replacing the task.
> - This change adds company workflow definitions with a name and
Markdown prompt.
> - Existing handoff and document transactions preserve authority,
revisions, and recovery.
> - Cases remain behind `experimental.enableCases`.

## Linked Issues or Issue Description

Refs #16959. Related proposal: #3951 uses task graphs and a visual
editor. This change extends existing Cases with prompt definitions and
keeps its current handoff model.

**Problem or motivation**

Agents cannot share a reusable procedure across cases or inspect a
case's movement between procedures.

**Proposed solution**

Add name-and-prompt workflow definitions. Adopt a prompt into the
primary task's revisioned workflow document through a handoff. Keep
phases as free text.

**Alternatives considered**

Defer graphs, workflow versions, run entities, role schemas, authoring
screens, and Spec Kit integration.

**Roadmap alignment**

This extends the existing Cases experiment and same-task review flow. It
adds no work queue or new execution engine. The maintainer approved this
scope in the implementation plan.

## What Changed

- Add company-scoped definition storage, shared request schemas, REST
routes, and four optional Cases tools.
- Accept a workflow ID at kickoff. Agent handoffs can adopt, refresh,
preserve, or detach a workflow.
- Capture prompt text and the document base revision at acceptance.
Apply workflow, phase, and document revision together after outgoing
execution settles.
- Hold conflicting document edits for recovery. Preserve cancellation,
replay, and restart behavior.
- Show current workflow names and captured transition names/phases in
Work, history, and Audit.
- Update instructions, API/tool contracts, capability maps, and the
isolated workflow journey.
- Pin bounded workflow prompt reads to a content fingerprint;
continuation conflicts on edits and can restart safely.
- Remove experimental Cases/workflow/Mermaid guidance from the always-on
native prompt. Extract runtime-context prompt strings into a
CODEOWNERS-protected constants file while preserving the public imports.
- Refresh Copilot’s pinned source identity to v57, including the
extracted prompt file and retaining historical identities.

## Verification

Local checks: repository `pnpm -r typecheck` and `pnpm build` pass on
the prompt-extraction tree (`88222d45d8`). Full repository coverage
previously completed through the supported isolated shard groups (1,082
general server suites, 161 serialized suites, and all three workspace
groups). The earlier default serial run was interrupted and remains
incomplete. The first sharded run retained the failures described below;
targeted corrections and separate limited-concurrency reruns pass. All
CI jobs, security checks, and the 5/5 Greptile review passed on
`fc1bd79c28`. Fresh CI and review are pending for the prompt extraction
in `88222d45d8`. Focused verification passes: real-database handoff
recovery and reuse; 2,002 native-tool/API contract checks; 144 Runner
catalog/discovery checks; 27 Runner context/coverage checks; 37
case/Audit UI checks; and Product E2E oracle calibration. Token gates,
migration safety/numbering, module boundaries, capability maps, and
generated tool/Storybook catalogs pass. The final route/context
corrections pass 49 API/native-tool tests, 90 real-database handoff
tests, and server typecheck; 142 Copilot installation/sidecar tests pass
with the refreshed identity.

Greptile’s first review found that successive prompt pages could mix
definitions after an edit. The fix returns a content fingerprint,
requires it for continuation, and rejects edits with 409. Strict
live/catalog schemas pass (171 Runner checks). The 2,005 API/OpenAPI
tests pass; the initial native regression caught compression’s weak ETag
prefix, and all 23 native integration tests pass after handling it. The
regression covers same-length edits and a four-byte restart window. No
stored version fields or entities were added.

The prompt extraction passes all 462 checks across six focused suites,
including persisted-context recovery and provider transport. The first
local transport attempt lacked the required debug Runner binaries (102
failures, retained); after building the normal prerequisites, all 283
tests in that suite pass without source or assertion changes. Existing
saved snapshots retain their recorded prompt text, and new executions
use core-only prompt v7. The extracted prompt source is now covered by
both CODEOWNERS and Copilot’s source fingerprint.

Live-provider evidence is separate from those simulated checks: the
isolated API-key campaign `reusable-workflows-api-final-2026-10-21`
passed with local code matching `a1d73b4652`. Four actual Codex API runs
read the adopted task documents, moved one case A → B → A on the same
task, completed normally, and passed all nine durable checks. Browser
assertions verified the current workflow/phase, historical names/phases,
five handoff records including terminal completion, and the completed
original task. Cleanup passed. The local report remains under
`tests/runner-e2e/results/reusable-workflows-api-final-2026-10-21/`; no
credentials or screenshots are committed.

CI initially caught an omitted route-inventory entry and a stale pinned
instruction-source hash; both are corrected and separately verified.
Local serialized coverage also recorded an unrelated environment-route
socket disconnect and activity-route timeout; their separate 11-test and
17-test suites passed without code or timeout changes. An unchanged
chunked-webhook check also passed its separate four-test rerun. The
initial adapter/database workspace groups hit time and resource limits
under default worker counts; complete reruns with `VITEST_MAX_WORKERS=2`
pass, including all 55 database files and 211 tests. The UI/CLI groups
passed 837 files and 9,442 tests in the original run. Original failures
remain retained and are not regraded.

Earlier failed live campaigns remain unchanged: subscription HTTP 429
before agent execution; an obsolete exact-four-row oracle that rejected
the valid terminal fifth row; and a chat-marker expectation that did not
account for the existing explicit-comment presentation policy. The final
fixture requires terminal completion and places the marker in its
authoritative comment. Positive/negative oracle tests and the fresh live
campaign pass.

## Risks

- The additive migration adds a table and nullable case/handoff fields.
Existing rows keep null workflow metadata; no assignments are inferred.
- Adoption can wait on an intervening task-document edit. Recovery must
cancel the old intent and accept a new one after readback.
- Shared definition edits affect future adoptions. Existing case copies
keep their revisions.
- The feature remains experimental. This PR does not merge or deploy the
change.
- Live acceptance covers native Codex before the prompt extraction; this
cleanup has contract/transport verification rather than a new
live-provider campaign. The refreshed Copilot identity has static
compatibility evidence, not new live-provider qualification.

## Model Used

OpenAI Codex, configured model ID `gpt-6-astra`, xhigh reasoning. Used
terminal execution, file editing, and tool calls. The active
context-window size is not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (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>
2026-10-21 15:00:12 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## 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>
2026-10-20 12:46:14 -05:00
DottaandPaperclip 2c96f76780 feat(connections): add model-backed prompt injection prevention
Add opt-in OpenRouter checks at existing tool-result boundaries with regex fallback, service accounting, and settings on Connections. Make migration 0362 safe to replay over existing or partially applied schema state.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 11:32:25 -05:00
DottaandPaperclip 7c58ea07b2 fix(issues): guard prepared task promotion by status version (#16893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Integrations can prepare a backlog task before its assigned agent
starts.
> - A person can change its status or assignment during preparation.
> - An unconditional promotion can replace that newer decision.
> - Safe promotion needs a saved revision that includes every assignment
path.
> - This pull request checks that revision under the task row lock and
derives policy cleanup from the locked row.
> - The benefit is safe initialization recovery with the existing
company, task, and run authority.

## Linked Issues or Issue Description

Prerequisite #16896 has merged. This PR now targets master and contains
only the conditional promotion API. The prerequisite fixed the confirmed
baseline first-upload browser regression.

**What happened?**

A client that saves a task's initial documents and then sends an
unconditional status update can override a concurrent status or
assignment decision. The update validator previously dropped an expected
version, so clients could not make this promotion conditional. Some
direct assignment and release paths also did not advance the revision.

**Expected behavior**

A prepared task moves from backlog to todo only if its original status
and assignment revision still matches. A stale request returns 409
before a task mutation, audit publication, or wake. Policy cleanup
preserves unrelated saved settings.

**Steps to reproduce**

1. Create a backlog task and save its statusVersion before preparing it.
2. Release its assignment, or change an assignee and then restore that
assignee.
3. Send `{ "status": "todo", "expectedStatusVersion": <original
revision> }` to its PATCH endpoint.
4. The stale promotion must return 409. A matching revision on an
unchanged backlog task must succeed.

Duplicate and related PR searches found no existing prepared-task
promotion fix.

## What Changed

- Accept an optional nonnegative expectedStatusVersion for exactly a
status-only backlog-to-todo promotion. Reject extra public fields before
parsing can discard them.
- Check the current revision and backlog state under the issue row lock.
Reject stale requests before checkout adoption or execution-control
effects.
- Add SQL migration 0358 to advance the revision for both assignee
fields at the database boundary. Release, administrative release, direct
writes, and assignment round trips now invalidate an old version.
- Derive guarded policy cleanup from the locked row. Preserve review
limits and protected authorization when removing a monitor. Reject
derived ownership changes or review decisions.
- Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and
policy regression coverage. Update the response type, OpenAPI, developer
docs, and access map.

## Verification

- Red before the initial fix: stale requests returned 200 instead of
409, validation removed the expected version, and a stale active task
could adopt a checkout.
- Review found two further defects. Four new release/direct-assignment
tests showed unchanged revisions. The real HTTP/service test returned
422 for a valid two-field promotion after monitor cleanup. Helper tests
also proved that cleanup lost valid review limits and protected
authorization. All now pass after focused repairs.
- Green: 124 route and policy tests, including 7 real Express/PostgreSQL
cases, 37 existing route tests, and 80 policy/helper tests. The real
row-lock race preserves a policy edit committed while promotion waits.
- Green: all 23 database client tests, plus 9 focused assignment and
replay checks. Historical migration 0227 receipt recovery cannot remove
the new assignment trigger. Reapplying migration 0358 leaves existing
rows unchanged and installs one trigger. Combined status/assignment
writes increment once; unchanged assignees do not increment.
- Earlier verification passed all 218 schema/route/service cases and the
generated OpenAPI capability test. Rebased focused regressions passed
all 27 selected cases. Final server TypeScript passed after all repairs;
shared TypeScript passed. Migration safety/numbering, five-snapshot
retention, map validation, and diff checks pass.
- The baseline browser attachment case failed twice on the earlier head.
Separate #16896 proved the lost-composer cause, passed 335 component
tests and the real first-upload journey, and has green CI with a 5/5
review. No assertion or timeout was weakened.
- Some early local checks were blocked by missing or stale sibling
dependency artifacts. This worktree now has its own frozen offline
install and standard SDK prerequisites. The failures and successful
reruns remain in the task evidence.
- Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5`
passed all CI (55 successful checks and one neutral), Greptile 5/5, and
a secondary source review at 5/5 with no unresolved findings. The
secondary reviewer did not execute project tests, inspect CI, or
exercise a live agent journey. Earlier incomplete and must-fix
assessments remain visible; both established findings are repaired
above.
- After #16896 merged, all five CAS commits were rebased onto master
`87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was
regenerated because master added another 0357. Range comparison shows no
other change to the CAS patches; inherited UI commits are absent. The
original head is preserved locally.
- Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124
route/policy tests, 9 selected assignment/promotion tests, and all 24
database client/snapshot-drift tests. Database build, migration checks,
generated snapshot linkage, five-snapshot retention (0354–0358), maps,
and diff checks pass. Fresh-head CI and review are pending. No
deployment or live agent journey was performed for this API.

## Risks

- The guard supports prepared backlog promotion only. Other statuses or
mixed public mutation fields return 422. A stale revision or non-backlog
row returns 409.
- Preserve the original version from a server that already advertises
this guard before initialization. Older versions did not track every
assignment path. Reconcile older or uncertain initialization instead of
fetching a new revision and blindly retrying.
- Migration 0358 is SQL-only and idempotent. It adds no table, column,
or task backfill. Its separate trigger survives historical
status-migration replay.
- Existing authorization and unguarded updates remain in place. Guarded
promotion does not provide a general lifecycle or review-stage control
API.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and context
window are not exposed by this session. Used tool calls, code execution,
and test-first regression verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:27:11 -05:00
DottaandPaperclip ac9459bae3 feat: configure company agent observability (#16874)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Companies use several agent harnesses and execution environments.
> - Operators need one place to select where native agent logs and
traces go.
> - An inference proxy would add a dependency to the agent request path.
> - This pull request supplies native OpenTelemetry settings to managed
Codex and Claude Code processes.
> - Company secrets protect destination credentials. Export failure does
not change the task result.

## Linked Issues or Issue Description

**Subsystem affected**

Company settings, shared contracts, database, server, adapters, and
runner.

**Problem or motivation**

An operator cannot configure a company destination for native agent logs
and traces. Manual harness configuration is hard to apply across local
and remote execution.

**Proposed solution**

Add one company destination: Braintrust or a custom OTLP HTTP/protobuf
endpoint. Apply a transient snapshot when execution preparation starts.
Keep credentials out of API reads, task environment manifests, recovery
files, and command arguments. Replace a warm process when its export
settings change and preserve its conversation.

**Alternatives considered**

Multiple destinations can use a user-operated collector for fan-out.
This change does not add a collector, an inference proxy, or transcript
scraping.

**Roadmap alignment**

This extends company settings, secret management, and support for
multiple harnesses. The maintainer requested this implementation.
Searches for observability and Braintrust found no duplicate company
destination feature. Related infrastructure tracing work in #16236 has a
separate content-free contract.

## What Changed

- Add strict schemas, revision checks, encrypted secret storage,
activity records, and board-only settings routes.
- Add explicit synthetic logs and traces tests with a bounded HTTP
request and sanitized results.
- Supply native Codex configuration and Claude Code environment values
through local and remote launch paths.
- Preserve Codex login refresh through the existing managed credential
link. Retain unsaved drafts across background reads. Require complete
custom header re-entry when the endpoint origin changes.
- Separate process export compatibility from conversation identity.
Isolate generated Codex configuration and preserve resumable sessions,
including remote home refresh after export changes.
- Advance the immutable Pi/Copilot source attestations for shared
environment and sidecar code changes. Keep their provider payloads
unchanged and retain prior identities for decoding.
- Redact destination credentials throughout launch diagnostics and HTTP
logs.
- Add the production settings form, Storybook states and journey,
documentation, and feature/access map entries.

## Verification

- Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks
exported to Braintrust. API readback and the Braintrust UI showed the
test records. A real remote Daytona Codex task exported through the
legacy `exec` path.
- Live tests exercised content capture off, export disabled, warm
conversation reuse, and a destination that accepted connections but
never replied. Agent work succeeded and export requests stopped at the
configured three-second timeout. The UI connection test returned “Test
payload accepted”; the saved API key stayed masked after reload.
- All current-head CI test lanes, typechecks, packaging/build checks,
and required aggregates passed on
`71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)).
Greptile completed on that exact commit at 5/5, with zero unresolved
review threads. The additional optional Paperclip Review check remains
queued waiting for its assigned agent.
- Local workspace typecheck and build passed. Focused verification
included 239 combined runner tests, 789 API/native-session tests, 107
Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the
affected Rust suites. Migration, token, map, Storybook catalog, and
Storybook build checks passed during acceptance. These checks ran at the
relevant implementation or merge boundary; the current-head CI is the
complete final gate.
- Managed AI credential projections now receive enabled and disabled
company export settings; genuine caller-owned Codex homes remain
untouched. Two regressions reproduced the skip before the repair. All
276 engine/lifecycle tests and adapter-utils typecheck pass afterward.
The launched TOML retains provider/MCP settings, credential continuity,
and redaction.
- Settings saves, removal, and the real company-deletion owner acquire
secret mutation ownership before database locks. PostgreSQL NOWAIT
probes cover all three paths; concurrent save/rotation/removal/deletion
requests settle correctly. The affected suites passed 137 tests,
followed by all 32 service/connection cases after expanded deletion
coverage. Server and Codex adapter typechecks pass.
- Codex source profiles use the effective CLI argument list. A spawned
fixture CLI reproduced both ignored-argument failures; all three
precedence/fallback cases now pass.
- Real tar staging reproduced remote conversation loss in both API-key
and subscription modes before the repair. Both now pass: changing
managed settings preserves sessions, archives, native indexes, and
refreshed subscription credentials. A corrupt upload preserves the prior
config and conversation.
- Preserved failure evidence: initial CI caught stale Pi/Copilot source
attestations, a missing test-harness helper, and packaging fixture/probe
mismatches; those were corrected and covered by focused checks.
Superseded heads had intermittent attachment-composer timeouts despite
successful uploads; [the original trace and screenshot remain
available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203).
The same attachment case passed on the final head: [25/25 tests in shard
3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051).
- A connection-fault fixture also exposed a stale pooled socket after
its hang case; closing fixture responses isolated scenarios and the full
affected suite passed.
- The broad local test run was not clean: database resource failures,
timeouts, an older cached module graph, and a stale optional-resource
manifest assumption were recorded. Focused checks passed after the
documented fixes. This does not establish a clean full local pass.
- Native remote Codex, remote Claude, and the full ACPX Codex bridge
remain unqualified. The direct Codex resume test does not establish full
bridge acceptance.

## Risks

- Native exporters perform network requests from each execution
environment. A server connection test does not prove remote
reachability.
- Prompts, assistant responses, and tool content are enabled by default
when supported. Native caps and harness-specific controls still apply.
- Caller-owned Codex homes are unsupported for automatic configuration
and remain untouched.
- Native harnesses and their tool processes can inspect export
credentials. The settings form and documentation advise using
ingestion-scoped credentials. Retained headers remain bound to their
saved scheme, host, and port; changing origin requires fresh values or
removal.
- Migration 0357 adds a company-scoped row and secret reference. It is
safe to reapply. Secret removal and company deletion use the existing
secret lifecycle.
- Slow or unavailable destinations must not block task settlement.
Export settings take effect at the next execution preparation boundary.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#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>
2026-10-19 15:36:04 -05:00
DottaandPaperclip e6dcd1e8e9 feat: add Commentary to Audit with filters and shareable messages (#16884)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can submit suggestions and complaints while they work.
> - Operators currently need database access to read those messages.
> - That makes it hard to find feedback from one agent or share a
specific message.
> - This pull request adds a standard Commentary tab in Audit.
> - Operators can filter messages, browse 50 at a time, and share links
to full message dialogs.

## Linked Issues or Issue Description

Refs #15367, which added feedback storage and agent submission. The
duplicate search found no open PR for a commentary reader.

**Subsystem affected**

Server, shared API contracts, and the board UI.

**Problem or motivation**

Agent suggestions and complaints are stored but have no board reader.
Operators must query the database to inspect feedback.

**Proposed solution**

Add Commentary to Audit without an experimental toggle. Show previews,
agent and message-type filters, text search, and 50-message pages.
Opening a row updates the URL. A copied URL opens the full message with
its agent, task, and run context.

**Alternatives considered**

Direct database queries remain useful for operators, but do not provide
a normal product workflow. An experimental setting would add setup to a
read-only audit page.

**Roadmap alignment**

This completes the operator view for the existing feedback feature. It
supports human oversight and does not change agent execution or task
ownership.

## What Changed

- Add company-scoped, board-only list and detail endpoints with audit
permission and source-task privacy checks.
- Return bounded previews and counts. Fetch full bodies only when a
message opens.
- Add the Commentary tab, search, filters, 50-row pagination, and
URL-based selection. Audit tab destinations work in both layouts, with a
classic sidebar entry for Commentary.
- Add production Storybook examples for populated, filtered, linked,
long, paginated, empty, loading, failed, denied, mobile, and light
states.
- Update API documentation and the feature and agent access maps.

## Verification

- Final head `abc4a251c14cfbfec007542214beec528f2b18bf`: 55 checks pass;
two conditional Storybook checks are skipped. The PR workflow is
successful. Greptile is 5/5 with all findings resolved.
- Focused database, HTTP, submission, OpenAPI, and UI regression tests
cover company isolation, task privacy, filter bounds, 50-row pagination,
and copied message links.
- Browser Storybook journeys cover row opening, direct links, combined
filters, search, and pagination. Storybook uses synthetic API fixtures;
database authorization is tested separately.
- Token gates, feature maps, and Storybook catalog validation pass.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm build-storybook` pass on
the rebased branch. All 80 focused tests and all 37 Audit tests pass,
including the real App route table in both layouts, task
grant/revocation through HTTP, deleted-task privacy, and URL UI
regressions. The full suite passes in the parallel PR CI matrix. The
local serial full-suite run was stopped before completion after checking
the recorded 94-minute serial duration. Local focused tests, workspace
typecheck, production build, and final server/UI checks pass.
- The linked-message Storybook test initially asserted against the
loading dialog. It now waits for the message body; both direct-link and
row-open journeys pass.
- Native and legacy deleted-task privacy regressions failed before the
fix and pass afterward. The reader checks the run task binding after the
task foreign key clears.
- A rapid search-then-agent-filter browser regression reproduced the
search overwriting the selected agent. The pending search now restarts
when URL filters change. The same browser test passes with both filters
applied.
- CI found two existing AuditHub assertions that still expected five
tabs. They now assert the six-tab model and selected-company Commentary
rendering. All 37 Audit tests pass. All other test and build jobs passed
before this test-only correction.

- The [agent-chat attachment browser
test](https://github.com/paperclipai/paperclip/actions/runs/39307881171/job/118250189664)
timed out waiting for an attachment preview. The [same shard passed on
the prior
head](https://github.com/paperclipai/paperclip/actions/runs/39306658703/job/118245498343)
with identical application code; the intervening change only updates
AuditHub unit tests. The single retry passed on the same head. The
precise cause of the earlier failure remains unconfirmed.

## Risks

- Commentary may contain sensitive task context. The reader requires
board access and audit permission, and filters source-task visibility
before returning previews, counts, or full bodies.
- Text search scans stored message bodies. Pages are bounded and full
bodies are fetched on demand.
- Offset pagination can shift if new messages arrive while paging.
Ordering uses timestamp and ID for stable ties.
- No database migration or agent submission behavior changes are
required.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, tool use, browser
interaction, and code execution. The exact backend 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>
2026-10-19 14:21:13 -05:00
DottaandPaperclip 9077748894 Remove the Pipelines experiment and preserve its data (#16834)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Pipelines was an unused experiment with its own UI, API, CLI, and
automation.
> - Keeping it leaves unsupported product surfaces and extra task-detail
queries.
> - Removing the experiment must preserve data that users already saved.
> - This pull request removes the feature and keeps its database schema
and migration history.
> - Cases and Routines remain available as separate features.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remove the unused Pipelines experiment across the application.

**Current behavior**

The experiment includes pipeline boards, stage settings, case
automation, review queues, learnings, permissions, and CLI commands.
Task detail also queries pipeline links.

**Proposed behavior**

Remove all these product surfaces and their implementation. Preserve
existing tables, records, and documents. Ignore the retired boolean in
older managed configurations so upgrades still start.

**Breaking changes**

Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are
removed. Task detail no longer includes the old `linkedCases` field. The
independent Cases API remains available. No database migration or
cleanup is included.

Related feature work: #7907, #9110, #10905, #11375, #13004, #14671,
#16133. Related issues: #9663, #10310, #10312. This removal supersedes
the feature; it does not implement those pending enhancements or delete
their saved data.

## What Changed

- Remove Pipeline UI pages, navigation, gates, clients, query keys,
helpers, and unused design tokens.
- Remove Pipeline REST routes, services, automation dispatch,
task-detail queries, and OpenAPI discovery.
- Remove the CLI commands, shared contracts, experimental flag, catalog
entry, and permission defaults.
- Remove feature-specific tests, tutorials, smoke scripts, maps, and
Storybook examples.
- Preserve database schema, migration history, and the reserved document
key used by old records.
- Keep Cases routes independent and cover obsolete stored and managed
settings.

## Verification

- Passed: `pnpm build` and `pnpm -r typecheck`.
- Passed: targeted settings, managed configuration, sidebar, settings
UI, routing, and feature-catalog tests. A first sidebar run caught a
shared Workspaces icon import; the import was restored and the sidebar
rerun passed.
- Passed: 40 tests covering Cases routes, OpenAPI discovery, retained
Pipeline table constraints, and schema snapshot drift.
- Passed: token gates, map validation, generated API metadata check,
Storybook catalog validation, and 28 map/catalog tests.
- Passed: isolated local browser verification of navigation and
Experimental settings with Pipelines absent; Cases and Routines still
open normally. Live GET/POST requests to retired Pipeline endpoints
return 404, and the retired setting is absent. CLI help has no Pipeline
commands.
- Passed: 22 access-service and agent-default-grant tests after
restoring unrelated permission assertions flagged in review.
- Local full run: `pnpm test:run` reported one failure in the unchanged
workspace-runtime port-allocation test. That test passed in an isolated
rerun. The long local run was stopped after full CI passed; it is not
reported as a complete local pass.
- Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2
conditional checks skipped), including build, typecheck, test shards,
and browser suites. Eleven interrupted CI jobs reported “The operation
was canceled”; their one-time retry passed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39255211006).
- Greptile: 5/5 on the final commit, with the only review finding fixed
and resolved.
- Sandbox socket restrictions affected the first build/API test
attempts. The same commands ran with local sockets available.

## Risks

- Existing Pipeline clients must stop using the removed endpoints and
commands.
- Existing data remains in the database and backups, but the removed UI
no longer displays it.
- Historical boolean `enablePipelines` values are ignored. They cannot
restore the feature.
- Cases and Routines must retain their separate behavior. Targeted route
tests cover this boundary.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, editing, shell
execution, and browser verification. The exact deployed 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>
2026-10-19 08:09:46 -05:00
DottaandPaperclip e6dcc6b095 Connect personal Muse through secure native execution and Vault OAuth (#16448)
Add company-scoped Muse native control, OAuth, wake receiver and recovery.

Recheck current authority after waits and before effects or receipt replay. Preserve task-read scope, assignment expiry, independent holds, nonblocking reassignment and truthful cleanup provenance.

Retain source trust on progress comments and verify current Muse V8 authority through real signed-JWT HTTP requests. Preserve the upstream trimmed ordinary authentication lookup.

Refs #16448.

Preserve captured canonical queue recovery and concurrent environment preparation while retaining the scoped Muse V8 exclusion. Normal migration 0354 and existing Muse SQL remain unchanged. Fresh current-head Greptile review is 5/5 with the project-write finding addressed. Required CI and independent technical review gate the merge; maintainer override is reserved for formal approval rules.

Recheck current Muse project-write authority after all receipt/task/run/admission waits, before creation or replay. Real PostgreSQL regressions reproduce four late effects/replays on the old route; the repaired three-file treatment passes 354 cases with no skips, and the scoped server typecheck passes. Ordinary/Dot behavior is preserved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-17 22:44:36 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 20:57:42 -05:00
Devin FoleyandPaperclip a0651c96f8 Add database-free process liveness probes (#16101)
Expose process liveness without database or credential queries while preserving hostname and runtime identity guards. Deep health and sleep/wake readiness checks retain their existing behavior.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 07:43:46 -07:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## 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>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 3ec7309d91 feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. Speko stays
experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.

## Verification

- Master 3389bea708 is integrated. Database/shared builds, server
typecheck, migration upgrade/replay checks, and 46
communication-guidance/provider/protocol tests passed.
- The final persistence suite passed 85 real-database tests. Five
focused native continuation/authorization regressions passed. Five
callback ownership/rotation tests passed after the last runtime repair.
- Review repairs cover reconnect ownership, current caller authority,
duplicate delivery, multipart answers, task-page answers, guest question
handling, and saved sandbox recovery.
- A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a
correct disk-space answer. This did not establish live-call playback.
- Full local typecheck/build passed before the final repairs; focused
typechecks passed after them. Latest-head CI runs the repository gates.
- The separate integrated browser qualification passed two journeys and
failed browser answer retrieval. The feature remains experimental. The
report in #15729 records this failure and outstanding real-provider
acceptance.
- No lockfiles are included. Speko migrations follow master as
0324–0330.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

OpenAI Codex, GPT-6, with tool use and code execution. The exact serving
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
- [ ] 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>
2026-10-09 21:54:11 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; complete
test matrix is checked in CI)
- [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>
2026-10-09 17:01:20 -05:00
DottaandPaperclip 556daf9a99 feat(dot): run cloud assignments in managed sandboxes (#15691)
## Thinking Path

> - Paperclip manages agents and governs their work.
> - The Runner owns execution and task authority.
> - Dot executes at OpenAI and uses Paperclip through MCP.
> - Dot previously required a self-hosted controller.
> - Cloud must admit Dot work in a managed sandbox and keep protocol
traffic in the tenant.
> - This pull request adds managed Dot execution and dedicated pairing
routes.
> - The same Runner path can later host sandboxed workspace tools.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, through the existing dedicated MCP adapter. Related changes:
#15402, #15414, and #15581.

**Why this adapter is useful**

Cloud users need to assign work to Dot and let Dot request work while
idle. Neither path should execute agent commands on the control-plane
host or require an idle sandbox.

**How the agent is invoked**

The tenant serves OAuth, signed mailbox events, and scoped tools. Normal
admission creates a managed sandbox for each assignment. A verified Rust
Runner owns that assignment and relays its tools and results.

## What Changed

- Enable the external-agent invitation in Cloud behind the standalone
Dot flag.
- Launch Dot through the existing managed process launcher and
authenticated PRP transport.
- Verify the artifact digest and Dot capability before dispatch. Read
provider checkpoints from the execution target for recovery.
- Reject local execution in Cloud and reject managed workspace access
for this release.
- Add dedicated public Dot pairing aliases. Preserve the personal
assistant consent paths.
- Keep Dot events in the tenant when a personal Cloud broker is
configured.
- Use the app-configured heartbeat for Dot-initiated work. Report
terminal admission failures and fence stranded offers before new
admission.
- Offer normal comments through the active assignment's mailbox. Keep
their wakes deferred until a successful history receipt contains the
exact IDs; preserve unread comments through finish, batching and
recovery without replaying consumed input.
- Require a sandbox process fingerprint before dispatch and allow a
bounded five-minute controller reconnect gap. Preserve remote process
birth without inspecting a colliding controller PID.
- Recognize authenticated remote shutdown receipts even without an OS
exit code.
- Document dedicated pairing aliases and teach route coverage to inspect
literal path arrays.
- Add opt-in private Daytona qualification and focused contract tests.

## Verification

- Workspace typecheck, production build, and UI token gates passed.
- Focused onboarding, OAuth, managed environment, artifact metadata, and
terminal-fence tests passed. One environment-test timeout passed on an
isolated repeat.
- A private Daytona fixture passed with the real Rust Runner, signed
readiness, assigned app tools, document writes, duplicate receipts,
authority fences, completion, and sandbox deletion.
- A real OpenAI Dot completed both an operator-assigned task and a
Dot-initiated task in managed Daytona sandboxes. Both leases were
released.
- A real accepted Dot assignment survived a controller gap longer than
one minute with the same sandbox process, Runner, session, and
assignment. Dot consumed the normal task-comment follow-up and completed
exactly once; the lease was released.
- A real cancellation fenced an accepted assignment, released its lease,
and received Dot's acknowledgement without claiming a global provider
stop.
- Final local checks: 74 Dot execution, OAuth onboarding and API
contract tests after integrating the current agent-lifecycle changes, 9
real Rust driver tests, 21 remote-runtime tests plus the 3
detached-process cleanup tests, and 17 lifecycle tests passed. The final
live Daytona fixture passed and deleted its sandbox.
- A final real Dot follow-up stayed pending until its exact comment
appeared in a successful history receipt. Dot completed the original
managed assignment once; its lease was released.
- The broad local suite crossed a rebase and was stopped; its failures
are not a qualification of this final source. Focused repeats passed.
The final head passed all CI gates: workspace types, build, general and
serialized test suites, Rust and Runner verification, all browser
shards, and the canary dry run. Greptile is 5/5 with both findings
resolved.

## Risks

- Deploy the tenant app with its current Linux Runner artifact and the
corresponding front-door protocol routes together.
- This branch has not been deployed to a Cloud tenant. A deployed tenant
still needs an OAuth and assignment smoke test.
- Dot provider usage and cost are unmetered. Revocation fences Paperclip
tools and does not prove a global OpenAI stop.
- Missing or changed recovery identity fails closed. No replacement Dot
thread is invented.
- No schema migration is added. Managed Dot workspace access remains
unavailable.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, 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 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>
2026-10-09 12:58:35 -05:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent creation, approval, pause, and termination change whether an
agent can work.
> - These changes currently use separate service and database paths.
> - Some agents need setup after their record exists and before their
harness can run.
> - This PR adds one module that owns those state changes and their
transactions.
> - The module records progress and retries incomplete work after a
server restart.

## Linked Issues or Issue Description

**Problem or motivation**

A hire can become active before its execution environment is ready.
Direct agent state writes also bypass one common lifecycle boundary.
Termination does not have a durable step for resource cleanup.

**Proposed solution**

Use agent lifecycle commands for hiring, approval, pause, resume, and
termination. Keep proposed hires pending until approval. Prepare each
approved hire, test its saved harness configuration, and then permit
work. Wait for required plugin work before completing a step.

**Alternatives considered**

A general database commit hook would expose transaction details to
callers. A timer alone would delay each new hire. This module owns each
command transaction and starts its worker after commit. A periodic scan
recovers work after a process stops.

**Roadmap alignment**

This change adds the lifecycle boundary for the existing agent and
plugin systems. It does not add a user interface or a provider
implementation. It replaces the lifecycle delivery approach in #15391.
Related proposals include #11475 and #13099; this change does not add
their external executor protocols.

## What Changed

- Add durable approval, preparation, verification, pause, resume, stop,
and cleanup states.
- Keep agent creation, lifecycle state, configuration writes, and agent
record deletion behind `modules/agent-lifecycle`. Keep validation,
credential rules, reads, onboarding, invitations, general approvals, and
company data deletion in their services.
- Commit a hire before the remaining onboarding or invitation work.
Serialize requests with the existing dedicated database connection
helper. Reuse the hire after a failed attempt.
- Keep accepted work in the run queue during setup. Require execution
and cleanup evidence before completing pause or termination.
- Retain the original credential owner when approving migrated hires.
- Start lifecycle work after each command commits. Use database leases
and revision checks for retries and late results.
- Add a generic required plugin method and capability. Store the
required plugin IDs for each agent. Track host and plugin completion
separately.
- Keep harness verification and credential rules in services. Supply
their results to lifecycle through explicit ports. Reject failed logins
and incomplete probes.
- Remove reverse imports from lifecycle adapters into services. Share
record queries and validation below both layers.
- Use one hire decision path for agent IDs and approval IDs. Resolve the
approval and agent change in one transaction. Expose policy
reconciliation on the command object.
- Save configuration and verification invalidation through one module
operation. Ordinary commands own their transaction. Restrict the shared
transaction integration to its listed callers. Reject identity, company,
accounting, timestamp, and unknown fields.
- Require completed termination before deleting agent records. The
company deletion service calls the module through a separate deletion
interface.
- Save an approved secret before applying its agent binding. A failed
binding leaves the secret approved. A retry reuses it.
- Remove old permission and metadata export files. Move hire
configuration rules out of lifecycle persistence.
- Report failed worker steps and scans with operation context and known
error codes. Omit provider messages, stacks, and configuration values.
Document ordinary application use and extension rules.
- Recover expired native owners only after execution stops. Retry
cleanup of failed retained leases. Wait for setup in the live smoke
script.
- Keep manual, budget, and company pause reasons separate. Guard
execution status writes with the ready state.
- Add a migration, boundary checks, regression tests, and a lifecycle
guide. Keep the current UI.
- Limit periodic policy checks to 100 eligible agents per minute.
Continue from the last agent ID. Exclude pending hires and agents in
termination or a final state. Keep explicit company and budget updates
immediate.

## Verification

- Latest head `ccc3c86b0` aligns the shared status update schema with
the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2
CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile
comment is fixed. CI is running; no new Apex review was requested for
this small fix.

- Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test
uses the shared 90-second timeout from master; the older timeout commit
was removed. The affected backup test passes.
- Agent budget edits now pass the target agent ID through enforcement.
All 50 affected tests, server TypeScript, and 11 boundary tests pass.
Both configuration update paths have regression coverage. CI is running
on the latest head. No new Apex review was requested for these small
fixes.

- Rebase `9b568666a` preserves the run-control extraction and
delivery-work startup changes from master. All 559 affected tests,
server TypeScript, and 11 boundary tests pass. CI and Apex review are
running on the final head.
- The policy scan fix passes 56 lifecycle and diagnostic tests, 24
policy and caller tests, and 11 boundary tests. A regression test checks
the page limit, interval, excluded states, and cursor wraparound.

- Rebase `fd4698750` passes all 611 tests in eight affected lifecycle,
route, and heartbeat suites. Server TypeScript and all 11 module
boundary tests pass. The company deletion rollback and concurrent hire
tests are included.

- Follow-up `00aac7646` fixes the failed decision deletion test and the
public update schema. All 126 affected server tests, 8 shared tests, 2
CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI
TypeScript checks pass.

- Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc
--noEmit`.
- All 11 boundary tests pass: `node --test
scripts/check-module-boundaries.test.mjs`. The repository boundary scan
also passes.
- All 68 lifecycle, failure diagnostic, and harness verification tests
pass. Tests reject forbidden fields through the root command, combined
transition command, and restricted transaction integration. They also
check invalid fields returned by configuration preparation.
- Failure tests cover host work, plugin work, claims, renewals,
deferrals, and scans. Log tests check known error codes and exclusion of
private error contents.
- All 355 tests in 10 existing caller suites pass. These tests cover
secret approval, pairing, pending hires, credentials, company import,
built-in agents, managed agents, instructions, and skills.
- The branch is rebased onto `origin/master` at `2eb5187e4`. The queue
guards and cancellation lock fix use the extracted heartbeat queue.
Agent cancellation uses the extracted run-control file. The source diff
scan found no secrets or private URLs.
- Earlier checks cover approval retries, rollback, late verification
results, policy holds, deletion rollback, concurrent company deletion,
and queue admission during setup.
- Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it
5/5 with no open comments. CI and a new Apex review are pending for the
rebased commit. The branch has no merge conflicts.
- The full local build and native Dot suite were not run. The host has
no Cargo. No live provider test was run.

## Risks

- Background policy recovery takes more than one minute when more than
100 agents are eligible. Explicit company and budget updates still
reconcile immediately.

- The restricted configuration integration keeps an agent reference and
its dependent records in one transaction. It cannot change a budget or
invoke a lifecycle transition. A periodic scan starts pending setup
after that transaction commits.
- Secret approval and binding use separate transactions. A failed
binding can leave an approved secret with no agent binding.
- New approved hires remain unavailable until setup and verification
complete. Existing clients see `paused` during these steps. This PR does
not change the UI.
- Migration `0320_daily_onslaught.sql` maps existing statuses and pause
reasons. It does not create external resources or claim that an existing
harness passed verification.
- Use a coordinated server update for this migration. Older server
versions can write legacy status without the new lifecycle checks.
- A failed onboarding or invitation request can leave a committed hire.
A retry reuses that hire and completes the remaining records.
- Deletion requires completed termination. Company deletion can require
another request while cleanup is pending.
- Required plugins must make repeated calls safe and reject older
revisions. A disabled or removed required plugin blocks completion until
it is restored.
- A new hire can run a second harness test after the existing UI test.
Some adapters can charge for this test.
- No live provider test was run. Provider implementation and resource
backfill remain separate work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local test
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00
DottaandPaperclip 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -05:00
DottaandPaperclip d66acb7ac1 feat: automate Slack bot app setup and installation (#15413)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors give each agent a customer-owned bot and task-backed
conversations.
> - Manual Slack setup requires app creation and copying durable
credentials.
> - Operators need a shorter setup that an assisting agent can use
safely.
> - This pull request creates the app through Slack's Manifest API and
installs it through OAuth.
> - Durable registration state supports recovery without creating
another app.
> - A four-screen wizard, automatic avatar upload, and OAuth account
linking reduce setup work.
> - Connector settings and per-turn tool guidance support daily use
after installation.

## Linked Issues or Issue Description

**Subsystem affected**

Native Slack bot setup, company secret storage, chat connector
management, and agent tool guidance.

**Problem or motivation**

New Slack bots require manual app creation and copying a signing secret
and bot token. Interrupted setup can create duplicate apps. The setup
and management screens contain unnecessary controls. Agents also need
guidance for native questions, files, thread replies, and governed Slack
actions.

**Proposed solution**

Use a temporary app-configuration access token to create a
customer-owned app. Save durable secrets in the vault. Bind OAuth to the
initiating actor, company, endpoint, registration revision, scopes, and
configured origins. Preserve manual and existing-app recovery. Link the
installing user's account, send a welcome DM, and advance from saved
server evidence. Keep request-URL recovery instructions available if
automatic connection detection waits.

**Alternatives considered**

The Slack CLI adds installation requirements. Socket Mode changes
transport. A shared Paperclip-owned app changes app ownership. These
alternatives are outside this change.

**Roadmap alignment**

This extends existing chat connectors and secrets capabilities. Related
public work: #14037 and #13954 cover Slack MCP prerequisites and user
OAuth. No duplicate bot-registration PR was found.

## What Changed

- Share one reviewed manifest builder between automatic registration and
manual setup.
- Add replay-safe migration 0318 and company-bound registration state
with vault references and uncertain-creation recovery.
- Add registration, installation, callback, and resume APIs with
short-lived, single-use OAuth state.
- Save installation credentials before downstream checks and preserve
bot identity constraints.
- Reduce automatic setup to four screens. Keep advanced app details,
manual recovery, and existing-app setup.
- Upload the agent avatar with the Paperclip dark background. Link the
OAuth installer's account and send setup DMs.
- Show agent and connector-owner avatars. Simplify settings, access, and
conversation screens.
- Discover joined Slack channels and enable them by default. Start a
task from a bare mention and admit same-thread follow-ups.
- Refresh Slack tool guidance each turn. Add native-form, file,
approval, and delivery regressions plus manual model probe definitions
and sanitized acceptance records.
- Update deployment/database docs, OpenAPI, redaction, removal cleanup,
production Storybook stories, and provider browser tests.
- Merge current master and move the registration migration after its
latest migration without rewriting published commits.

The completed Slack success view intentionally has a single centered
**Done** action and no **Save & exit**, as explicitly requested by the
product owner. `DESIGN.md` records this exception; unfinished setup
steps retain the aligned wizard footer.

## Verification

- Passed after the master merge: repository typecheck, full build,
Storybook build, design-token gates, module-boundary gates, and
migration generation.
- Passed: all 352 focused Slack deterministic tests and all 14 affected
provider browser tests. Browser tests use controlled provider fixtures
and a separate throwaway instance.
- Passed on current head `c5d01e0e2`: the complete GitHub test matrix
(general server, chat, all workspaces, serialized server, and Runner),
all eight browser shards, typecheck/release registry, build, canary dry
run, security checks, and policy gates. There are 52 passing checks and
no pending or failing checks.
- Greptile completed on the exact current head with 5/5 and no
actionable findings or open review threads.
- Local repair verification passed 93 focused tests, including same-app
reinstall after revocation and rejection of consent started before
revocation, the AgentMail browser journey, and repository typecheck.
Local build and Storybook build also passed. The redundant local
full-suite rerun was stopped after the complete current-head CI matrix
passed.
- Real Slack setup and agent replies were exercised in the authorized
isolated test drive during the setup iteration.
- The ten additional model probes were attempted with legacy
`codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were
partly verified. Native runtime is not qualified. See
`server/src/services/connectors/slack/evals/2026-10-08-acceptance.md`
for evidence and limits.
- Passing model probes cover native forms, downloaded file bytes, bare
mentions with thread replies, explicit posts/reactions, and saved
approval denial.
- The controlled uncertain-write probe found wrong delivery-check IDs.
The canvas fallback attempt used an invented tool name. Search
pagination/native search, a private-source denied-tool receipt, and
distinct board/webhook origins remain unqualified.

Reviewer path: enable Chat connectors, start Slack chat setup, select an
agent, enter an app-configuration access token, and approve Slack
installation. Send a message to the bot and confirm that setup advances
to success. Inspect settings and allowed channels. See
`doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery.

## Risks

- Slack app creation has no provider idempotency guarantee. A timeout
after dispatch stays uncertain until the operator checks Slack.
- OAuth needs a stable public HTTPS board origin. Webhook ingress may
use a separate configured HTTPS origin. Workspace policy can delay
installation.
- Migration 0318 can replay safely on instances that applied the earlier
development migration.
- OAuth installation now links the installer to the initiating Paperclip
user. Identity checks and company access rules still apply.
- Joined channels now enable bot responses by default. Linked-user
authorization and per-action approval rules still apply.
- Model behavior has the documented delivery-check and canvas fallback
failures. A passing CI run does not establish that every model probe
passed.
- Removing the connection does not delete the customer's Slack app. No
new first-party telemetry is added.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose a more
specific authoring model ID or context-window size. The live bot probes
used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode.

## 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>
2026-10-08 06:33:31 -05:00
DottaandPaperclip fc6304dfe5 feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402)
## Thinking Path

> - Paperclip manages AI agents, tasks, permissions, and execution
budgets.
> - Paperclip Runner gives each provider the same admitted task and tool
authority.
> - OpenAI Dot runs outside the local process tree and needs
asynchronous work delivery.
> - The merged MCP gateway supplies OAuth consent and signed event
delivery.
> - A personal assistant grant cannot safely stand in for an assigned
agent.
> - This pull request adds a separate Dot agent connection and a durable
Rust Runner bridge.
> - The operator can assign work to Dot and inspect its accepted work,
tool receipts, and result.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, as an experimental provider of the existing Paperclip Runner
adapter.

**Why this adapter is useful**

An operator can assign normal Paperclip tasks to an existing Dot. Dot
can read its mailbox, request work on an assigned task, use admitted
task tools, and submit a result. Paperclip keeps company scope,
checkout, approvals, known budget limits, and activity attribution.

**How the agent is invoked**

A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one
agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the
assignment. The Rust Runner owns the durable turn and operation
receipts. The first release supports self-hosted instances with a local
Runner controller.

**Additional context**

This extends the merged public MCP gateway from #14846 and the assistant
invitation and device-consent work from #14933. This also integrates the
merged assistant tool and configuration expansion in #15380. Dot retains
its dedicated agent resource and cannot receive personal configuration
permission. The public assistant connection remains a personal
connection.

## What Changed

- Add a durable Rust Dot provider and its TypeScript Runner driver.
- Add closed PRP v3 external-provider operations and native execution
input v6.
- Add company-scoped pairing, mailbox, assignment, and operation
records.
- Reuse merged browser/device consent, client metadata verification,
webhook admissions, refresh, secret rotation, and warm-standby gates.
- Keep Dot scopes, issuer, grants, event workers, and tool access
separate from personal assistant access.
- Add Dot configuration, pairing, readiness, and consent UI. Keep agent
grants out of the personal Connections entry.
- Regenerate the Dot-only migration after master. Preserve published
gateway migrations. Make the new migration safe to reapply.
- Document setup, recovery, accounting limits, evidence, and remaining
account qualification.
- Reverify reconnect callbacks and wake outstanding work with a fresh
mailbox reference; preserve the existing assignment and operation
receipts.
- Clean up Dot bindings and waiting runs on OAuth revoke and
refresh-token replay. Old grants cannot revoke replacement bindings.
- Restore the pairing reference when an unsaved agent form is reopened;
document board-only pairing routes in OpenAPI.
- Accept a clean Rust exit after the acknowledged shutdown receipt.
Unexpected exits still require recovery.
- Clear the cached binding after a successful revoke so a failed
connection refresh cannot restore it.
- Add production-component Storybook states and screenshots for pairing
and connection review. All preview account data is synthetic.
- Persist normalized completion, serialize Dot turns and durable work
admission, and poll subscription readiness.
- Serialize mailbox writes and cursor reads; retain paused fence
acknowledgement without task authority.
- Authorize admitted review runs without changing the worker assignee.
Include the fenced assignment ID in production stop notices.

## Verification

- This PR integrates master `4a8178e9c`. Dot migration
`0317_messy_famine.sql` follows the published history and is safe to
reapply. The merge preserves the reserved migration connection,
batch-commit handling, private task checks, task monitors, and native
accounting.
- Local workspace typecheck, full build, and UI token gates pass. The
server typecheck passes after the review fixes. Database and native
executor regressions pass.
- All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot
driver tests pass. The tests cover native document writing and
finalization, durable replay, queue admission, mailbox ordering,
admitted reviews, stale authority, production stop references, and
paused acknowledgements.
- Current head `d0e7e0626` passes all 57 checks: 53 pass and four are
intentionally skipped. This includes full typecheck, build, tests, Rust
Runner verification, browser E2E, release verification, and Canary Dry
Run. Greptile rates this exact head 5/5. All review threads are
resolved.
- The full local root test run is slower than the sharded CI run and has
not completed. The full CI test gates pass on the current commit.
Focused local regressions pass.
- Real-account pairing and event delivery on this base commit remain
unqualified. Live account and setup proof are recorded in the follow-up
#15414.

The following screenshots use synthetic preview data. They show the
production pairing component and do not qualify a real account or the
full agent setup journey.

![Synthetic pairing
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/pairing.jpg?raw=true)

![Synthetic connected
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/connected.jpg?raw=true)

## Risks

- This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP
and Paperclip Runner. The separate experimental-settings follow-up in
#15414 replaces this environment flag with saved operator settings.
- Dot does not expose provider token usage or cost. The operator must
acknowledge external billing. Known Paperclip budget gates still apply.
- Cancellation fences Paperclip authority. It does not confirm that Dot
stopped all external activity.
- Assigned skill files and third-party MCP bindings are unsupported and
reject admission. There is no mounted workspace, model selector, or
provider thread identifier.
- Hosted agent-broker and remote controller deployments are not
qualified.
- The new migration follows the merged master history. Existing
prototype databases still need the normal master migration history
before this Dot-only migration.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, and test 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 #123` 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
- [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>
2026-10-07 19:11:50 -05:00
DottaandPaperclip a7a244ab33 feat: add company decision models with permission and cost controls (#15473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Optional product features need small, typed model decisions.
> - Each company needs to choose which shared API connection pays for
those decisions.
> - Calls must retain user and task permissions, budget limits, and cost
attribution.
> - This pull request adds a managed decision service, setup UI, and
request history.
> - Features can check availability cheaply and keep their existing
behavior when decisions are unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Server services, shared contracts, database accounting, Company
Settings, and Costs.

**Problem or motivation**

Paperclip has no common decision-model service. Adding provider calls
within each feature would duplicate credential access, permission
checks, and billing rules.

**Proposed solution**

Let a connection manager configure one company decision model. Support
OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test
and metadata-only history. Default company-sponsored background
decisions to on during setup, and preserve a saved off setting.

**Alternatives considered**

Per-feature credentials would duplicate existing connection management.
Personal overrides and provider fallback chains add permission and
billing complexity; they remain deferred.

**Roadmap alignment**

Reviewed ROADMAP.md and searched open PRs. This extends existing
connection access and budget accounting. Product features that call the
service remain outside this change. No matching decision-model service
PR was found.

## What Changed

- Add company settings, an internal `decisionModelService`, local
availability checks, and trusted human, agent/run, and system contexts.
- Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and
ordered-score decisions for both providers. Bound requests and time;
disable paid retries.
- Add durable invocation metadata and agentless decision ledger charges.
Preserve fractional cents, pricing evidence, dispatch identity, and
unresolved billing holds.
- Share the company accounting lock and apply company, agent, and
project budgets. Settle charges once, retain unknown holds, and recover
interrupted calls without resubmission.
- Reuse connection setup and management UI. Add a Decisions view under
Costs, production-component Storybook coverage, database migration, and
service documentation.

## Verification

- Passed 166 current-code tests covering the decision service/provider,
setup component, Costs, OpenAPI, and every failure from the earlier
broad run. Coverage includes native SDK wire formats, refusals, billed
malformed responses, permission and secret-rotation races, identity
changes, concurrent budget admission, unresolved holds, agent/task
deletion, and stale setup feedback.
- Passed 170 existing connection, cost, budget, heartbeat-accounting,
and profile regression tests.
- Passed repository typecheck, production build, and design token gates
after integrating master. Verified the generated migration on a fresh
test database and upgraded the populated preview database from the
branch's earlier migration without losing settings or usage.
- Ran the required full `pnpm test:run`: its general phase completed
with 16,354 passed and 10 failures across five files while this branch
was still being updated. Every reported failure passes in the
current-code rerun; the serialized phase did not run after that failure.
The full GitHub CI suite passed on `b1b856a88`: general and serialized
tests, browser shards, runner checks, typecheck, production build,
packaging/canary, and policy gates. [CI
evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360).
- Passed the full-shell Storybook setup-to-history interaction test
again after integrating master. Greptile rates the final revision 5/5
with zero unresolved threads.
- Walked through the running app: empty setup, add each provider, save,
reload, run all three sample questions, inspect fractional charges in
history, switch provider while sponsorship is off, disable, and
reconnect. Checked mobile settings. These tests used the actual UI,
vault, server, SDKs, and database with simulated upstream responses.
- Live paid setup tests remain unverified: this environment has no
authorized OpenAI/OpenRouter credentials available. No mocked test is
presented as live provider evidence.

Reviewer journey: Company Settings → General → Decision model.
Add/select a shared API connection, save, run the billed sample, open
View usage, then disable decisions and verify Run test is disabled after
reload.

## Risks

- The SDK decision interface is experimental. Pinned versions and
wire-format tests limit upgrade drift.
- The migration allows agentless service charges and reservations.
Existing agent cost-reporting APIs still require an agent, and decision
receipts stay separate from run reconciliation.
- Timeouts can have unknown provider charges. Holds remain until an
audited accounting correction resolves them.
- OpenAI prices use a versioned Decisions rate snapshot; OpenRouter
costs use provider receipts. Unknown pricing is retained as unknown.
- A configured company authorizes background spending by default. Setup
explains this, and managers can turn it off.
- Live provider account/model availability still needs the two
credentialed acceptance checks.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
execution, and browser tools. The exact serving revision and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 15:53:13 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
DottaandPaperclip a9a20fb5c6 feat(security): add read-only customer-success inspection APIs (#15405)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a persistent identity and a verified active run for
governed access.
> - Customer-success inspection needs broad reads without tenant writes
or secret access.
> - Ordinary board login and database credentials give more authority
than this task needs.
> - This pull request adds a dedicated inspection API and strict
managed-run authority.
> - Cloud owns short grants, human approval, replay protection, and
audit records.
> - The benefit is inspectable access that an operator can disable
immediately.

## Linked Issues or Issue Description

Refs: #15352. This change reuses the persistent Ed25519 identity from
that PR.

**Subsystem affected**

Server authentication, pure resource readers, and the shared wire
contract.

**Problem or motivation**

One internal Paperclip agent must inspect customer onboarding work. It
must not receive owner login or database credentials. Reads must not
create customer sessions, memberships, activity, or read receipts.

**Proposed solution**

Add disabled-by-default run authority and versioned tenant inspection
endpoints. Require strict instance-bound managed-run JWTs on the home
instance. Require exact-operation, single-use Cloud permits on tenants.
Execute a reviewed company-scoped catalog in read-only transactions.
Cloud applies seven-day stack-age eligibility and human exceptions.

**Roadmap alignment**

This is access support for Cloud deployments and governed agent
identities. Bot creation, scheduling, scoring, and reports are separate
work. The maintainer requested this implementation.

## What Changed

- Reuse existing public identity reads and managed private-key
injection. Reject unprovisioned keys, paused agents, ended runs, legacy
signatures, and wrong instances.
- Mount `/api/customer-success/v1` before actor/session synchronization.
Verify Cloud permits and consume them centrally before reading.
- Add explicit company-scoped database readers and bounded instruction,
skill snapshot, run log, workspace, and asset reads. Preserve existing
redactions and file protections.
- Add protocol, security, database immutability, and managed-agent
qualification tests. Add deployment and rollback documentation.

## Verification

- Full `pnpm -r typecheck` and `pnpm build` passed. Server typecheck
passed after review fixes.
- The broad local `pnpm test:run` recorded 14,277 passes and four
failures in unchanged suites: two timeouts and two PR-metadata mock
assertions. All three affected suites passed on isolated reruns (36
tests). The complete CI matrix passes at the final head, including every
test lane, typecheck, build, runner checks, canary dry run, and the
security scan.
- Focused inspection, JWT, and existing identity tests pass. The catalog
test compares every public database table before and after reads.
- Inspection and route-contract tests: 22 passed. The coordinated test
runs a real managed process agent against separate home/customer
PostgreSQL databases and a PostgreSQL broker over HTTP. It proves wake
through the existing controller, bounded binary file reads, single
challenge consumption across replicas, concurrent grants with a
two-connection pool, scoped SQL audits, append-only runtime auditing,
one-year retention, and unchanged tenant data/files.
- Run the coordinated test with `PAPERCLIP_INSPECTION_CLOUD_DIST`
pointing at the sibling Cloud build. Normal unit runs skip that optional
private integration.
- Final-head Greptile is 5/5 with no unresolved findings.
- No production deployment or customer inspection occurred.

## Risks

- This adds an authentication boundary. Keep both feature flags disabled
until coordinated staging and canary qualification.
- Cloud support must deploy after this API. Unsupported tenants fail
closed. There is no owner-login or database fallback.
- Existing redactions remain the content boundary. Arbitrary pasted
secrets in readable prose or files may remain.
- Remote files and suppressed provider traces remain unavailable. Wake
can cause normal startup/background writes; test those separately.
- Disable Cloud policy first during rollback. Preserve existing identity
material and Cloud audit history.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, code execution, and browser
testing. The session does not expose a more specific 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 (focused checks and
isolated reruns; broad-run flakes 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>
2026-10-06 21:38:15 -05:00
DottaandPaperclip b508a05c43 feat: add internal agent complaints and suggestions (#15367)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use legacy skills or native runner tools to work on tasks.
> - Those agents can encounter friction that does not belong in the task
thread.
> - A complaint should preserve the raw reaction. A suggestion should
describe an improvement.
> - This pull request adds attributed local storage and both submission
paths.
> - Agents can submit feedback once and continue their primary work.

## Linked Issues or Issue Description

**Subsystem affected**

Server, database, shared contracts, runtime skills, and native runner
tools.

**Problem or motivation**

Agents have no default internal channel for incidental complaints and
suggestions. Sending this feedback through task comments adds noise and
can alter task workflows.

**Proposed solution**

Store free-form feedback in the current instance database. Derive agent,
run, company, and task attribution from active authority. Provide
default legacy skills and provider-neutral native actions. Keep the
instructions close to Warp's MIT-licensed originals.

**Alternatives considered**

Task comments and external Slack delivery add unwanted side effects.
Mandatory suggestion fields and short editorial limits would discard
useful feedback. This release has no listing API, UI, read tool,
automatic triage, or external forwarding.

**Roadmap alignment**

This is a maintainer-requested addition to the existing runtime skills
and runner tool paths. It does not duplicate a listed roadmap milestone.
Searches for complaint tooling, suggestion-box, and agent commentary
found no overlapping public PR or issue.

## What Changed

- Add the company-scoped `agent_commentary` table, shared validation,
and idempotent migration `0310`.
- Add one transactional service and the agent-only POST route. Validate
active authority before writes or replay. Redact known credentials.
Commit a content-free audit with each new record.
- Add `submit_complaint` and `submit_suggestion` to standard, ask, and
planning modes. Keep review, revocation, and completion restrictions.
Store replay identity on the commentary row.
- Mount `complain` and `suggestion-box` by default for legacy agents.
Bundle a dependency-free Node.js stdin helper in the operational skill
and allow its POST through the sandbox bridge.
- Preserve Warp's complaint voice and suggestion guidance, with
attribution and local transport adaptations. Keep source attribution and
MIT notices in each skill's LICENSE, outside runtime instructions.
- Document custom-runtime HTTP use and database inspection. Add
real-database tests and a repeatable live Codex smoke for local and
Daytona execution.
- Pin the lagging-source migration fixture before the identity-repair
migration so later migrations preserve its regression coverage.

## Verification

- Personally ran real Codex submissions in all four environments on
2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at
20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two
rows with company, agent, run, and task attribution, wrote the
continuation marker, exited zero, created no task comments, and left
task status unchanged. Each recorded two content-free activity entries.
- Daytona used production provider hooks, real remote execution and file
transfer, the legacy queue callback bridge, and native private WebSocket
ingress. The current Linux runner was built from `abf47b595`, staged,
and verified against controller contracts. Both sandboxes were confirmed
deleted. This is a focused feedback transport smoke; it does not claim
full Runner E2E catalog or browser qualification.
- The immutable base image and Linux binary digest are recorded in [the
verification
documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification).
The smoke script can save content-free JSON evidence. No credentials or
feedback bodies are in these reports.

| Environment | Runner | Complaint row | Suggestion row |
| --- | --- | --- | --- |
| local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` |
`3db2364d-3e15-4f47-846f-875d3902999d` |
| local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` |
`2d5abe17-dd41-403c-a5ee-4729f2d58921` |
| daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` |
`209681c9-d1e9-4ce1-999e-48fa07692389` |
| daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` |
`77c383d8-a997-49e5-a33e-25c70e15c0b2` |

- Run the local check with `node cli/node_modules/tsx/dist/cli.mjs
server/scripts/verify-agent-commentary-live.ts`. The documentation gives
the Daytona invocation. Both use disposable instance databases and
normal Codex provider usage.
- Repository `pnpm -r typecheck` and `pnpm build` passed after the test
extension. The build includes runner generation, contracts, and replay
checks. The smoke scripts also passed a separate TypeScript check. The
lagging-source migration regression passed. All equivalent current-head
Vitest CI shards passed. The local monolithic `pnpm test:run` invocation
was stopped after CI supplied that coverage; it did not complete
locally.
- Focused tests cover company isolation, spoofing, revoked credentials,
stale ownership, post-finish rejection, concurrent replay, conflicting
keys, atomic rollback, and deletion through existing services. Boundary
tests cover empty text, Unicode, text beyond 8,000 characters, and the
524,288-character ceiling without truncation. Mounting tests cover
Codex, Claude, and sandbox staging. Helper tests cover standalone Node
execution, stdin, invalid UTF-8, redirects, HTTP failure, and its
deadline. Privacy and bridge tests cover successful and rejected
requests.
- Instructions were compared with Warp's originals. MIT notices and
source credits live only in LICENSE files. Native tools preserve
truthful disclosure when asked, without routine announcements.
- [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190)
and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The
later head found the migration-fixture assumption fixed in this update.
On `8a4965164`, all 55 check contexts passed after one browser shard
rerun. Its initial reviewer signoff failure also passed an isolated
local browser run (1 test). Greptile scored that head 5/5 and identified
one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with
four passing tests and a passing smoke-script typecheck. Fresh CI is
pending for this final test-only fix. No commentary production code
changed during verification.

## Risks

- Feedback is internally attributed. It is not anonymous. Existing
redaction removes known credentials, but agents must still omit
sensitive content. Normal provider transcripts can include their
submitted arguments.
- Default skill availability changes for existing legacy agents. Runtime
policy filtering still applies. The helper uses the existing Node.js
runtime with no extra dependencies; custom runtimes can call the HTTP
endpoint.
- Feedback is removed with its run, agent, or company. Task deletion
clears only the issue pointer. Normal database backups include the
table.
- The migration is additive and has no backfill. Writes serialize on the
active run for replay consistency. No server suggestion quota is
imposed.

## Model Used

OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a
reported 258,400-token context window. Capabilities used: repository
inspection, code execution, and live runtime verification. No subagents
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
- [ ] 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>
2026-10-06 16:14:06 -05:00
DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

OpenAI GPT-6 in Codex, with tool use and code execution. The exact
serving model version 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 (focused checks pass;
unrelated local full-suite timeouts are explicitly recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:35:16 -05:00
DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

## 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/component checks;
full local-run limitations are recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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>
2026-10-06 11:48:53 -05:00
DottaandPaperclip 0e0b63e5a5 feat(connections): add experimental task-pinned AI routing (#14967)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - AI Connections separate account access from models and harnesses.
> - A pool must act as one connection while retaining each task’s
account.
> - Core must enforce member access and preserve session and recovery
rules.
> - A plugin supplies rotation policy without receiving credentials.
> - This change adds durable routing and native connector setup and
management.

## Linked Issues or Issue Description

**Subsystem affected**

AI Connections, Connectors, plugins, run dispatch, and session
compatibility.

**Problem or motivation**

Operators need to rotate new tasks across saved accounts while each task
keeps its account and session. Pool setup must fit the existing
connector catalog and account workflow.

**Proposed solution**

Add an experimental router binding, a capability-gated plugin hook, and
transactional task pins. Plugins declare native pooled connectors
through `aiConnectionRouter`. Core hosts the existing-account picker,
ordering step, and account settings. Related usage contract: #14936.
Companion private plugin:
https://github.com/paperclipai/paperclip-cloud/pull/643.

**Roadmap alignment**

This extends Apps and AI Connections. Core supplies generic enforcement
and native connector UI; the private plugin owns rotation and quota
policy. The prior duplicate search found no matching router
implementation.

## What Changed

- Add a router binding without changing existing concrete bindings. Keep
the instance flag and new pools disabled by default. Require manual
operator configuration. Show no routing toggle in Experimental settings
on either open-source or Cloud installs, even after routing is enabled.
- Persist company-scoped pools, one shared cursor per pool, and pins
keyed by company, pool, agent, and task. Commit pins and cursor advances
together with revision checks and bounded retries. Persist run-ID
affinity before allocation.
- Pass only authorized metadata and normalized usage to plugins. Core
retains credential handling, member access checks, runtime
qualification, and recovery evidence. Probe outside locks with a shared
15-second budget and freshness cache.
- Resolve routing before credential preparation and backend selection.
Preserve pins through turns, session resets, removed members, and quota
waits. Retain admitted recovery after disable or uninstall.
- Separate credential session epochs from token generations. Verified
refresh preserves the epoch; reconnect and manual replacement change it.
Include the credential slot ID in session and usage-cache identity, so
reconnecting an indexed legacy account invalidates its old session even
when both epochs are zero.
- Validate pool member installations before accepting saved-agent
bindings and recheck compatibility when the harness changes. Install
only authorized members in the new-agent transaction and record their
IDs in local activity. Pool membership cannot install a restricted
shared connection.
- Preserve pool bindings when agents hire teammates through either
creation API or native caller runtime inheritance. Block stale manager
credential references; retain explicit child authentication precedence
and reject incompatible inherited pools.
- Add native connector registration through plugin metadata. Reuse the
Connectors catalog, setup header, account header, sidebar, dialogs, and
usage display. Setup selects and orders saved connections. Advanced
settings hold usage rules and member runtime defaults. New-account setup
opens in another tab.
- Use revision-checked pool archival from the Connectors catalog and
account page. Keep task pins, cursors, recovery evidence, and underlying
connections. Reject ordinary connection updates or removals that bypass
pool revisions.
- Add pool selectors, composer models, override notes, quota status, run
details, activity records, and local run-log records. Keep
session-adoption copy minimal.
- Show **Used by** below the pool connections. List current company
agents with shared avatars and profile links. Include paused agents;
exclude terminated agents and agents using another pool.
- Add Core stories for the generic connector workflow and runtime
surfaces. Cloud stories reuse these production routes and tokens through
a preview-only alias.

## Verification

- Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace
`pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
locally.
- All 422 focused connector/settings/shared-contract/migration tests and
all 156 database-backed AI connection, hiring, reconnect, and
durable-routing cases pass (69 hiring cases rerun after the final
auth-precedence fix). The merged shared contract retains connection
instructions and pool metadata. The pool migration is generated at
sequence 0299 after the latest upstream migrations; this PR makes no
lockfile changes.
- All four full-app Playwright tests pass on the final head after a cold
restart and migration, against the installed private plugin and isolated
database, with no route or pool-API mocks. They cover hidden routing
controls after manual opt-in, native pool creation, ordering, membership
edits, rename, paused defaults, enabling/save/refresh persistence, stale
edits, cancellation/removal, preserved underlying accounts, unavailable
routers, and Used by avatars and profile links. Exact command:
`PAPERCLIP_CONNECTION_POOL_E2E=1
AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f
AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test
--config tests/ai-connections-app/playwright.config.ts
connection-pools.spec.ts`.
- [Native setup, ordering, and management
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278)
address the review follow-up. [Earlier selector, quota, and run-detail
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316)
show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui
storybook`, then **Connectors / Pool host** or **AI Connections /
Connection pools**. Cloud owns its host-backed plugin stories; both
repositories’ Operator Setup Required story assertions pass.
- Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed
both exact sessions after restart, preserved pinned accounts through
explicit reset and controlled quota deferral/recovery, and committed
only two allocations across fourteen runs. A later UI-created task test
again rotated OpenAI then Anthropic and resumed OpenAI through
follow-up/restart/quota recovery. That later Anthropic execution was
blocked by its saved OAuth token expiring (provider 401). No live usage
probes ran.
- The full local `pnpm test:run` was attempted earlier and did not
complete because of macOS embedded PostgreSQL bootstrap/shared-memory
failures and the 40,000-file Git fixture timeout. The focused database
suites above now pass; full-suite verification is provided by the split
CI lanes. The preceding CI run had one runtime readiness timeout; it
passes locally both alone and inside the larger runtime suite. That
larger local suite also encountered an embedded PostgreSQL setup failure
and two macOS temporary-path alias assertions; those two assertions pass
with canonical TMPDIR=/private/tmp. All final-head CI checks are
terminal green, including full general/serialized server suites, Runner
checks, browser E2E shards, canary verification, build, and typecheck.
Greptile is 5/5 on that exact head with no unresolved threads.

## Risks

- The migration adds routing tables and a credential epoch column.
Install the private plugin only with the compatible Core contract.
- Routing and each pool require opt-in. Production distribution and
fleet defaults remain unchanged.
- Unknown usage stays eligible. Known pinned exhaustion waits; revoked
access requires operator repair.
- Legacy adapters require compatible members. Runner model and effort
overrides remain limited by qualified backend support.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, 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
- [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 suites;
full-suite limitations are reported 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>
2026-10-05 20:44:37 -05:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:13:16 -05:00
Devin Foley f38b5693f6 fix: always enable keyboard shortcuts (#14643)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has keyboard shortcuts for the inbox, task lists, cases,
and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and
`]`
> - Shortcut enablement was an instance-wide General setting until
#14141 moved it to a per-user preference that defaults to off
> - The move did not carry the old instance value over, so every
existing user lost shortcuts on upgrade and had to find a new toggle
under Profile settings
> - A toggle that only turns off a standard, input-safe feature costs a
setting, a database column, two API routes, and a React context for
little benefit
> - This pull request removes both the instance setting and the personal
preference and enables keyboard shortcuts for every signed-in user
> - The benefit is one less thing to configure, no silent loss of
shortcuts on upgrade, and less code to maintain

## Linked Issues or Issue Description

Refs #14141 (the change that introduced the personal preference).

**What existing behavior does this improve?**

Keyboard shortcuts in the web UI stay off unless each user turns them on
in Profile settings.

**Subsystem affected**

Web UI shortcuts, Profile settings, instance general settings, the
`/api/auth/preferences` routes, and the `user` table.

**Current behavior**

Shortcuts default to off per user. #14141 moved the toggle from Instance
settings → General to Profile settings and did not carry the old
instance value over. Users who had shortcuts on lost them after the
upgrade and had to find the new toggle.

**Proposed behavior**

Keyboard shortcuts are always enabled for every signed-in user. There is
no instance setting and no personal preference. Shortcuts already ignore
key presses inside text inputs and modal dialogs, so an opt-out is not
needed.

**Reason and benefit**

Fewer settings, no silent loss of shortcuts on upgrade, and removal of a
database column, two API routes, a query hook, and a React context that
existed only to gate this feature.

**Breaking changes**

`GET` and `PATCH /api/auth/preferences` are removed. `PATCH
/api/instance/settings/general` no longer accepts `keyboardShortcuts`;
that schema is strict, so the key now returns 400.
`instance.general.keyboardShortcuts` is no longer a valid
`PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a
warning.

## What Changed

- Removed the Keyboard shortcuts section from Profile settings, the
`useUserPreferences` hook, `queryKeys.auth.preferences`, and
`authApi.getPreferences` / `authApi.updatePreferences`.
- Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list,
legacy task list, cases, and task detail pages no longer gate their key
handlers.
- Removed the `enabled` option from `useKeyboardShortcuts`. The app
shell always registers the global shortcuts.
- Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI
entries, and the `currentUserPreferencesSchema` /
`updateCurrentUserPreferencesSchema` validators.
- Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the
general settings zod schema, the settings service defaults, and
`HIDEABLE_GENERAL_SECTIONS`.
- Added migration `0289_drop_user_keyboard_shortcuts`, which drops
`user.keyboard_shortcuts`.
- Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and
`docs/deploy/environment-variables.md`.
- Parsed the stored general settings row with
`instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a
retired key left in the row cannot reset the sharing preference to
`prompt` and overwrite the stored choice.
- Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open
modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before.
- Updated the affected tests and added a Profile settings test that
asserts the toggle is gone, a hook test for the modal dialog guard, and
a feedback service regression test for the retired-key case.

## Verification

- Typecheck passes for `@paperclipai/shared`, `@paperclipai/db`
(including the migration numbering and safety checks),
`@paperclipai/server`, and `ui`.
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/auth-routes.test.ts
server/src/__tests__/sentry.test.ts` → 119 passed.
- `pnpm exec vitest run ui/src/components/Layout.test.tsx
ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx
ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx
ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed.
- `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts`
→ 16 passed.
- `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7
passed.
- `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts`
(embedded Postgres) → the new retired-key test passes with the fix and
fails without it.
- Manual: sign in with no settings changed, open the inbox, press `j`
and `k` to move the selection, press `?` to open the cheatsheet. Open
Settings → Profile and confirm there is no Keyboard shortcuts section.

## Risks

- The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the
column has no readers after this change. If you roll back to a build
from before this PR after the migration has run, re-add the column
first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean
DEFAULT false NOT NULL;`. The older build's ORM selects that column when
it loads users.
- Any external client that still sends `keyboardShortcuts` to `PATCH
/api/instance/settings/general` receives a 400. No in-repo client does.
- Stored `instance_settings.general.keyboardShortcuts` values are
stripped on read and ignored.
- Users who never turned the toggle on now get shortcuts. The handlers
skip text inputs, contenteditable regions, and modal dialogs, so typing
is unaffected.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking 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
2026-09-29 21:28:06 -07:00
DottaandCodie 01d9a12185 fix: make keyboard shortcut enablement a personal preference (#14141)
Store keyboard shortcut enablement per user and expose it in Profile settings.

Co-Authored-By: Codie <Codie@users.noreply.github.com>
2026-09-26 11:50:04 -05:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people start and continue agent tasks from other
services.
> - A Slack conversation needs access to its surrounding discussion and
Slack collaboration tools.
> - The agent must use the linked requester's access and keep private
material within its permitted audience.
> - This pull request adds Slack tools through the existing connector
contribution and approval framework.
> - People can ask an invited bot to read a discussion, create follow-up
tasks, and collaborate in Slack.

## Linked Issues or Issue Description

**Subsystem affected**

Chat connectors, connector runtime, tool gateway, and connection
Settings/Access.

**Problem or motivation**

Slack-origin tasks can receive messages but cannot inspect the rest of a
channel or act through the originating bot. People must paste context or
configure a separate integration.

**Proposed solution**

Supply typed Slack tools and a bundled skill only to the originating
task and assigned agent. Resolve the linked requester on the server.
Check bot and requester access before reads and writes. Use existing
durable actions and approvals. Retrieved messages remain source
material.

**Alternatives considered**

Slack's user-OAuth MCP server does not replace the customer-created chat
bot. An unrestricted Web API proxy would not provide suitable permission
or publication boundaries.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps work with a provider
contribution. It does not add a task dispatcher or a separate Slack task
lifecycle. Related: #11144 covers generic per-user MCP grant execution;
this change binds Slack bot operations to chat-origin tasks.

## What Changed

- Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and
shared native/HTTP execution.
- Bind tools to company, endpoint, task, run, assigned agent, and
admitted linked requester. Check membership and revocation on each call
and before queued writes.
- Add paginated reads, bounded history search, source links, messages,
file uploads, reactions, pins, bookmarks, topics, canvases, lists, and
approved channel operations.
- Restrict private-source publication, including automatic replies and
uploaded deliverables. Keep other people's bot DMs inaccessible.
- Reuse action receipts, idempotency, approvals, and reconciliation.
Suppress an identical explicit-send/final-reply duplicate. Return
governed results through their verified originating conversation.
- Add endpoint-bound personal search OAuth storage and lifecycle. Keep
native real-time search disabled until a runtime meets Slack's
transient-result requirements. Current runtimes use bounded history
search.
- Show capabilities, scope upgrades, and personal search authorization
in Settings/Access and Storybook. Document provider and runtime limits.

## Verification

- Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no
unresolved findings. One unchanged rapid-callback timing test passed on
a single CI retry.
- Approval presentation regressions cover board-comment precedence and
exact Slack publication; the expanded database assertion passed in CI.
The local PostgreSQL startup probe later became unavailable, so that
final assertion was verified in CI. Slack setup and failed-run retry
browser tests also passed locally.

- Full workspace typecheck and build passed. Server typecheck/build
passed again after the approval routing fix.
- Broad local suites passed in separate groups: server 12,958 tests, UI
6,555, shared 770, skills catalog 20, and other workspace packages
2,652. CLI and serialized server checks passed after environment/timeout
retries. These are composite results, not one uninterrupted green
full-suite invocation.
- PostgreSQL authority regression covers admitted identity,
cross-company/task/agent rejection, recovery, retained-session
revocation, OAuth refresh/disconnect races, approval execution, exact
publication lineage, retries, uncertain sends, and duplicate
suppression.
- Gateway/response regressions cover separate-origin approval batches
and durable continuation. Focused provider, access, search, native
runtime, route, and AgentMail regressions pass.
- Storybook capability, missing-scope, OAuth configuration,
authorization, and disconnect states were inspected in the browser.
- Live staging: read a channel decision and full thread, create exactly
two assigned backlog tasks, add a reaction, paginate discovery to
exhaustion, and return bounded search matches with source links and
coverage.
- Live staging: create/edit/read a canvas and list, inspect the canvas
in Slack, post/edit one message, and create a channel only after
approval. New channels remain disabled for responses.
- Live staging: read a response-disabled channel from the requester's
DM; writes to that channel were denied. The test setting was restored.
- Final live retest passed: explicit file upload and exact content
read-back; approved deletion of only the disposable bot message;
continuation confirmation returned to the original Slack thread without
repeating the action.
- Optional OAuth, private multi-user boundaries, native RTS, and CLI
provider execution are not fully live-qualified. The staging agent
initially supplied malformed tool arguments; valid arguments succeeded,
and the tool/skill descriptions now emphasize UUID write keys.

## Risks

- Existing Slack apps must add scopes and reinstall for new
capabilities. Provider plans and document permissions can still restrict
operations.
- Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET`
for governed tool actions. The staging instance was configured with
explicit operator approval; fleet provisioning is a separate gap.
- Native RTS is not exposed on current transcript-retaining runtimes.
Bounded history scans are deliberately reported as incomplete. Inline
file reads support text/canvas content up to 256 KiB; other types return
metadata.
- Private document edits fail closed when the full audience cannot be
verified. Uncertain effects other than posts/uploads require inspection
instead of blind retries.
- Shared approval-delivery code now separates outcomes by source run to
preserve origin boundaries. No database migration is required.
- A separate completion-validator gap remains when the agent cites a
prior run's registered artifact during finalization. It asked for
registration again even though Slack delivery was confirmed. This change
does not add a connector-specific task-completion policy.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser testing. The exact deployed model identifier and context-window
size were not exposed in the 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>
2026-09-22 15:29:07 -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
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
Devin FoleyandPaperclip e18ed02a56 Validate heartbeat run IDs before database lookups (#13657)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators inspect heartbeat runs, logs, and provider traces through
the API.
> - These routes use UUID database keys.
> - A malformed path value such as `undefined` reaches the database and
causes a server error.
> - This pull request validates run IDs before those lookups.
> - Valid requests keep the existing company and permission checks.

## Linked Issues or Issue Description

Related: Refs #8135. That proposal guards actor run headers and activity
writes; this fix covers heartbeat run path parameters.

**What happened?**

A request such as `GET /api/heartbeat-runs/undefined` passes a non-UUID
value to a UUID lookup and returns a server error. Run logs and the
other heartbeat run endpoints have the same unchecked path input.

**Expected behavior**

Reject malformed run IDs with HTTP 400 before any run lookup. Preserve
valid run reads, company isolation, and the existing board and
instance-admin checks.

**Steps to reproduce**

1. Request a heartbeat run endpoint with `undefined`, `null`, another
malformed ID, or a UUID with surrounding whitespace.
2. Observe the database UUID error.
3. Run the route regressions before and after this change.

**Paperclip version or commit**

Confirmed on master at `6d0342868`.

**Deployment mode**

The defect affects API deployments backed by PostgreSQL. Regression
tests exercise the actual Express routes and authorization code with
stubbed services. The historical request does not identify the
originating client, so this change does not alter a guessed UI caller.

## What Changed

- Share strict run-ID validation across the 12 heartbeat run endpoints
in the agent router.
- Keep existing board and instance-admin gates ahead of validation. Keep
valid-run company and telemetry checks intact.
- Reject surrounding whitespace, which the shared UUID helper accepts
but PostgreSQL rejects.
- Encode the UUID constraint and document the 400 response in OpenAPI.
Test the generated parameter pattern on all 12 endpoints.
- Cover malformed IDs on every affected endpoint, uppercase UUIDs,
missing and cross-company runs, and permission precedence. Use
UUID-shaped run fixtures in existing route tests.

## Verification

- Before the fix: four malformed-ID regression cases fail; three
access-control cases pass.
- Focused agent route, permission, cross-company, and OpenAPI suites:
154 tests passed, including the final uppercase-UUID case.
- Direct server typecheck passed: `pnpm --filter @paperclipai/server
exec tsc --noEmit`.
- The full local test attempt is still running; the complete Linux test
suite passed in CI. Local results will be recorded when it finishes.
- Complete Linux CI passed on the exact head: 53 checks passed, two
non-applicable checks skipped. One untouched preview-service readiness
test failed initially; its three targeted cases passed locally and the
failed-jobs-only CI rerun passed. Greptile scored the final head 5/5
with no unresolved comments.
- Full local `pnpm -r typecheck` and `pnpm build` reach the native
runner step and stop because `cargo` is absent. The complete Linux CI
checks passed.

## Risks

Low risk: this changes malformed route inputs to HTTP 400. Valid UUID
requests keep their existing lookup and authorization paths. There is no
migration, dependency, provider operation, or configuration change. The
separate activity router and actor run headers are outside this change.

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell execution, and test
tools. The exact context window size was 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run focused tests locally and they pass; full-check limits
are recorded above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-18 21:36:09 -07:00
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections let people start and continue that work from Slack.
> - Setup mixed app creation, credentials, URL verification, account
linking, and testing on the same screens.
> - People also needed a safe way to link their own Slack identity after
the first operator finished setup.
> - This pull request gives each step a clear place and keeps membership
approval separate from identity linking.
> - It also makes connection details easier to use and fixes misleading
callback health behind HTTPS proxies.

## Linked Issues or Issue Description

**Subsystem affected**
Cross-cutting: chat routes and services, shared contracts, and the Apps
board UI.

**Problem or motivation**
Slack onboarding made users find settings without enough guidance. A
second user needed operator help to link their account. Activity stopped
at 100 records, and TLS termination could mark working callbacks as
stale.

**Proposed solution**
Use six setup steps with editable app names, a generated manifest,
credential guidance, URL verification, account linking, and an optional
message test. Send each Slack user a private, expiring confirmation
link. Require company membership or an approved access request before
linking. Add cursor pagination and tolerate the internal HTTP hop in
callback diagnostics.

**Roadmap alignment**
This improves the existing connected-app surface and supports CEO Chat
without changing the task-and-comments model. The maintainer requested
and reviewed the flow during a live Slack test drive.

**Additional context**
Related work: #7, #3349, #13000, and #13620. Those cover broader chat
capabilities, older webhook paths, or plugins. This PR improves the
existing native connector's setup and account-linking flow. HTTPS
documentation was published separately in
paperclipai/paperclip-docs#128.

## What Changed

- Split Slack onboarding into six clickable sidebar steps. Keep
secondary and primary actions on one row.
- Generate the Slack creation link and read-only manifest from editable
app, bot, and command names. Add credential prefix validation and direct
instructions.
- Add live account-link status and an optional mention-based message
test.
- Add private, single-use Slack account invitations and membership
access requests. Retain cloud authentication/bootstrap checks and
enforce the chat rollout flag in all identity APIs. Default new Slack
connections to linked users only.
- Put Settings, Access, Conversations, and Activity in the sidebar.
Simplify conversation rows and remove active header badges.
- Add 25-item activity pages, stable timestamp/ID cursors, and replay
safety across pages. Preserve the legacy array API for clients without
pagination parameters.
- Fix false callback warnings when HTTPS terminates at a proxy. Keep
host, port, and path drift detection.
- Document the setup flow, pagination, callback diagnostics, and shared
wizard footer rule.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed: focused Slack callback and pagination integration tests; UI
clipboard, wizard, pagination, and activity tests; OpenAPI route tests.
The final access-gate fix also passes 27 focused tests covering cloud
authentication/bootstrap, nonmember invitations, token validity, and the
server-enforced rollout flag.
- Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11
provider browser scenarios (including mobile light/dark navigation).
After rebase, the identity route, sidebar, and 25 clipboard tests pass.
- The full local `pnpm test:run` was attempted. The first run found 14
Slack fixtures that needed explicit guest access; those are fixed and
the complete chat suite passes. Unrelated embedded PostgreSQL
startup/resource failures and timeouts prevented a clean full local run.
All CI checks pass on `2d858b036`, including the full chat, server,
workspace, build, typecheck, and browser suites.
- Live test drive: Slack app creation, credential setup, URL
verification, private account confirmation, mention messages, and thread
replies. Verified the callback warning clears for the existing proxied
connection.
- Review: create a Slack connection, follow the six steps, link a second
user's account, and browse older activity with Next and Previous.

## Risks

- Identity invitations carry a temporary capability. Tokens are hashed,
expire after 15 minutes, work once, and require explicit confirmation by
a company member. Access requests do not grant membership.
- New Slack connections reject unlinked people by default. Existing
connection settings remain intact.
- Activity is a live ledger. Updated action rows can move forward in
time. Older pages do not poll.
- Proxy tolerance affects health display only. Slack signature checks
and proxy authentication settings remain unchanged.
- No database migration or package-lock changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build 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 (targeted suites; full
local-run 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>
2026-09-18 17:23:53 -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
DottaandPaperclip 47ded8bf97 feat: manage AI runtime credentials through Connections (#13247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need credentials for a specific provider and sign-in
method.
> - Connections already owns accounts, grants, and access permissions.
> - AI authentication should use those same boundaries.
> - This pull request adds the storage, API, adoption, and runtime
foundation.
> - Legacy agents keep their authentication until they explicitly adopt
a managed connection.

## 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 AI-purpose/runtime-auth contracts and an additive, idempotent
migration.
- Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and
catalog entries.
- Store credentials on grants. Resolve responsible-user defaults or
explicit permitted grants.
- Isolate managed credentials and provider sessions across accounts.
Block missing credentials without ambient fallback.
- Keep imported legacy secrets unchanged during reconnect. Use
independent local Codex/Grok sign-in attempts for rotating credentials.
- Add authorization, migration, concurrent refresh, retry, cancellation,
and legacy-compatibility tests.

This is part 1 of a two-PR stack. The app UI follows in #13248. Merge
the foundation first.

## Verification

- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- 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 current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.

## Risks

- Managed credential failures intentionally block execution. They do not
restore legacy fallback.
- Preview-era copied Codex/Grok subscriptions require independent
reconnect.
- The integrated branch has live provider acceptance coverage. This
update verifies local Claude detection and Codex API-key task repair; it
does not add a new subscription authorization/refresh or Daytona stress
pass.
- Runtime-auth connections must stay excluded from tool and channel
handling.

## 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 16:30:10 -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 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 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 be6bb768b1 fix(ui): restrict company navigation to accessible memberships (#13039)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board selects a company before it loads that company's inbox and
tasks.
> - Instance administrators can list companies where they have no
membership.
> - The board treated that directory as a list of companies the user
could enter.
> - This pull request gives navigation a list based on the existing
company access check.
> - Users can select their companies without landing on an inbox that
rejects their access.

## Linked Issues or Issue Description

Fixes #6090. Refs #4855 for the related account-recovery case; this PR
does not grant company membership.

**What happened?**

An instance administrator can select a company where they have no
membership. Its inbox then shows “User does not have access to this
company.” Company directory visibility and access to company contents
use different rules.

**Expected behavior**

Company navigation should show only companies the current user can
enter. A stored selection for an inaccessible company should fall back
to an accessible company. A direct link to an inaccessible company
should use the existing unavailable-company page.

**Steps to reproduce**

1. Create Company A and Company B with separate owners.
2. Sign in as an instance administrator who belongs only to Company A.
3. Select Company B through a stored selection or a link with its
prefix.
4. Observe that the board accepts the company selection, but
company-scoped requests return 403.

Related: #10524 lets cloud users enter additional companies where they
hold memberships. This fix preserves that access and excludes companies
where they have no membership.

## What Changed

- Added `scope=accessible` to `GET /api/companies`, using the existing
`hasCompanyAccess` predicate.
- Changed the board navigation list to request that scope. Instance
Access uses a separate unscoped, account-keyed directory so
administrators can manage all companies. Membership edits refresh
navigation.
- Reject empty, unknown, and repeated scope values with 400. Directory
loading errors offer a retry before access controls are shown.
- Added route tests for cloud, session, board-key, local trusted,
non-member, and agent access.
- Added client and component tests for navigation/admin request
isolation, grants outside the navigation list, self-membership refresh,
directory failure recovery, and forbidden administration.
- Updated the API guide and OpenAPI document.

## Verification

- Latest commit: 36 focused UI tests passed. The broader UI shard passed
all 281 files / 2,533 tests after correcting an asynchronous test
assertion.
- Server authorization and OpenAPI regression suites: 31 tests passed.
- UI typecheck and `pnpm check:token-gates`: passed.
- `pnpm -r typecheck` and `pnpm build`: passed after review fixes.
- Full local test runner: exercised the supported shards. Several
unrelated suites hit embedded PostgreSQL startup failures or startup
timeouts under local load. The UI regression issue found in the broad
run was corrected and its full UI shard passed. These local limitations
are not reported as a green full-suite result.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/34233416473):
all checks green on `4e1698cd4` — all server and workspace test shards,
all browser end-to-end shards, typecheck/release registry, build, canary
dry run, policy, and Docker context integrity. Security checks also
passed.
- Greptile: 5/5 on the latest commit; both initial findings addressed
and all review threads resolved.

## Risks

- The UI now excludes companies visible only through instance
administrator status. Company membership continues to control access to
contents.
- Additional companies with active memberships remain available.
- The client and server changes must ship together. An older server
ignores the new query parameter and retains the previous behavior.
- No database migration or permission grant changes.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository inspection,
code editing, and test execution. The exact served model identifier 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>
2026-09-08 11:57:23 -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 1cc45086d3 feat: use the responsible person's GitHub for shared agent operations (#13005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Several people can send instructions to the same agent and task.
> - A fixed GitHub token in the provider process can keep the first
person's access after another person's message is accepted.
> - Task ownership cannot select credentials for each accepted
instruction or preserve the identity of an operation already in
progress.
> - This pull request records ordered execution identity contexts and
resolves credentials when managed Git, gh, or GitHub tools start.
> - The benefit is automatic personal GitHub access for shared agents,
with durable continuation rules and no teammate credential fallback.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: orchestration, connection grants, database, runtime
adapters, native runners, and run details.

**Problem or motivation**

A shared agent must use the person whose instructions it has accepted. A
queued message must retain its author. A retry or approval without new
instructions must retain the originating identity. GitHub must remain
optional for ordinary work.

**Proposed solution**

Persist execution identity separately from task ownership. Give new
processes a run-scoped broker capability and token-free managed
launchers. Capture identity at operation start. Keep an explicit
dedicated-agent grant as an override. Show redacted diagnostics in run
details.

**Alternatives considered**

Per-task ownership, fixed provider tokens, and mutable repository author
configuration do not handle accepted steering or concurrent operations.
A manual account-selection action would add unnecessary setup to each
turn.

**Roadmap alignment**

This completes the existing Multiple Human Users, MCP Tool Gateway &
Apps, Secrets Manager, and Self-healing Runs capabilities. The
implementation follows the maintainer-approved plan.

Related work: Refs #12843, Refs #12907. Existing proposals #4618 and
#8945 cover per-agent or per-worktree author configuration. This change
instead follows the accepted human instruction across runtime types.
Refs #11831 for governed personal connection delegation; this change
preserves connection audience checks and does not use standing
delegation as a personal credential fallback.

## What Changed

- Add durable, ordered identity contexts and active run references.
Preserve message authors through consolidation, steering, retries,
delegation, approvals, routines, and restart.
- Add an authenticated operation-time GitHub credential broker and
local/remote managed git and gh launchers. Keep personal tokens out of
the long-lived provider process.
- Resolve GitHub gateway and server-side Git operations through the same
responsible-person or dedicated-grant selection rules.
- Make absent and unavailable GitHub credentials non-blocking at generic
startup. Clear host and prior-person credentials. Keep anonymous Git
access where supported.
- Add run-detail identity history and the dedicated-account warning.
Keep task ownership and queue-versus-steer decisions unchanged.
- Preserve personal OAuth declarations through connection edits. Retain
exact selected grants in the gateway.
- Fix continuation races found during real acceptance: verify a warm
owner before credential rotation, and wait for bounded durable runner
suspension before the next run starts.
- Make migrations replay-safe. Retain identity through agent/run
deletion, remove it with its company, and clean terminal launcher
directories before releasing execution environments. Document
coordinated release and rollback.

## Verification

- Full workspace typecheck, build, and token gates passed. The complete
local suite passed in its normal test groups: 17,120 passing tests,
including all 143 serialized server suites. After integrating the newly
merged runner API work, full local typecheck and build passed again,
along with 890 focused integration tests. All 31 checks on the
integrated revision passed, including build, browser E2E, release
registry, canary dry run, typecheck, security and all test suites.
Greptile is 5/5 with all review threads resolved.
- Current focused checks passed: 142 native executor tests, 67 runtime
lifecycle tests, 9 durable identity tests, 75 credential/routine tests,
19 low-trust/resumption tests, and the executable migration replay test.
- Authenticated browser acceptance with two Paperclip users and two
GitHub accounts on one shared native agent passed. Real commits and
pushes followed A → B accepted steering → queued A continuation in the
same saved conversation. GitHub commit author and committer identities
matched all three operations. Both runs succeeded and task ownership
stayed unchanged.
- Real GitHub MCP calls switched from A to B after accepted steering. A
delegated subtask retained its originating identity across a server
restart.
- Disabling B's GitHub connection left ordinary work successful. Managed
gh was unauthenticated and the provider had no inherited GH_TOKEN or
GITHUB_TOKEN.
- The browser displayed run-detail diagnostics and the exact
dedicated-account warning. A final controller-restart check followed by
another-person continuation retained the conversation, selected the
correct GitHub login and Git author, and removed each terminal launcher
directory.
- Company-lifetime migration and all five previously failing CI suites
passed locally (167 tests). Same-token gateway A → B → A and six
broker/launcher boundary tests passed.
- Remote callback, launcher, sandbox, and runtime contract tests passed.
Both native and legacy Codex completed actual Daytona executions on the
integrated revision ([campaign
results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)).
The remote package-manager shim staging regression also passed locally.

## Risks

- Deploy the migrations, server broker, launchers, and runner artifacts
together. Existing processes finish with their original contract. New
managed processes need the broker endpoint for GitHub operations.
- Finish or stop new managed executions before rolling application code
back. Keep the additive schema and identity history during rollback.
- Scripts that require a persistent raw GH_TOKEN must use managed git,
gh, or GitHub gateway tools. Run capabilities authorize code executing
within that run to acquire its current identity; this is not
hostile-code isolation within one execution principal. Managed commands
prevent automatic credential carryover; arbitrary code deliberately
copying a credential is outside that boundary.
- Uncertain steering acknowledgement deliberately holds new credential
acquisition until reconciliation. Already-started operations retain
their captured identity.
- GitHub private access and provider outages can still fail the specific
operation that needs them. Dedicated grant failure does not fall back to
personal access.

## Model Used

OpenAI GPT-6 through Codex assisted implementation, review, shell
execution, and browser acceptance. The exact model variant and
context-window size are not exposed in this session. Tool use included
TypeScript and Rust tests, database integration tests, GitHub CLI, and
authenticated browser control.

## 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>
2026-09-07 14:32:20 -05:00
DottaandPaperclip 5bddff0920 feat(runner): add guarded API search and call fallback (#13003)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The new runner gives agents dedicated tools for common tasks.
> - Some API operations and parameters have no dedicated tool.
> - Agents need a controlled way to find and use those operations.
> - This pull request adds API search and calls through the real server
routes.
> - Existing tools remain the preferred path. The new tools are disabled
by default.
> - Paired tests measure correctness, tool choice, cost and time.

## Linked Issues or Issue Description

**Subsystem affected**

Paperclip Runner contracts, production tool authority and the server API
catalog.

**Problem or motivation**

The runner cannot use much of the API described by the old Paperclip
skill. A generic HTTP client would also let agents bypass runner control
rules.

**Proposed solution**

Add `search_api` and `call_api`. Resolve calls from the mounted API
catalog. Use server-held, run-bound credentials. Preserve route checks
and runner lifecycle rules. Keep the tools disabled until an operator
enables selected companies.

**Alternatives considered**

A dedicated tool for every endpoint would add a large initial prompt. An
unrestricted HTTP tool would weaken authorization and replay controls.

**Roadmap alignment**

This extends the native runner tooling. The repository owner requested
this design and implementation. The roadmap and related open PRs were
checked. No duplicate API escape-hatch PR was found.

## What Changed

- Register two compact fallback tools in canonical contracts and
provider projections.
- Build deterministic API discovery from OpenAPI, mounted experimental
routes and the old skill reference.
- Execute bounded JSON, text, file and download requests through
authenticated HTTP routes.
- Recheck active runs, company access and work modes. Block runner
lifecycle, scheduling, credential and approval bypasses. Keep routine
annotation collaboration available.
- Retain mutation receipts. Report uncertain outcomes without blindly
repeating writes.
- Add a company rollout gate and a durable eval worker with complete
cost accounting checks.
- Record child-task creation in the activity log with the agent and run.
- Add contract, authorization, file, replay and real runnerd/PRP/HTTP
tests.
- Document rollout gates and paid coverage limits. The companion eval
repository retains immutable attempts and reports.

## Verification

- Final app commit `da58370524c3626a744eec20164397c5fb6ba9ef`: all 32
checks passed; the unrelated Storybook visual check was skipped.
Greptile 5/5; no unresolved review threads.

- Full Linux build and recursive typecheck passed. Repository tests were
run by project and serialized shard; all 143 serialized server suites
passed.
- Runner TypeScript: 1,599 passed, two skipped. Rust release: 451
passing test reports. Conformance and replay parity passed. The required
API check passed 837 tests, including runnerd → PRP → authority → real
HTTP.
- Bindings cannot enable API tools without the explicit deployment flag.
Unit and real-authority tests prove the default-off boundary.
- The standalone API check builds and stages its own binary. It passed
after existing staged and debug binaries were removed from the test
container.
- UI and CLI tests passed. Initial environment failures (missing jq,
Docker overlay file identity, and parallel linker memory pressure) and
focused passing reruns are retained. The macOS full runner suite has
platform-specific failures; Linux is the qualified full-check platform.
- Eval harness: 27 tests passed; existing CI discovery ran 86 tests with
two unrelated skips. Credential export rejection is tested against the
actual report command.
- Luna and OpenRouter Sonnet each passed 60 common-workflow runs: ten
workflows, three repetitions per arm, zero unnecessary API fallback.
- Sonnet passed 11 selected capability/contract cases after fixes.
Gemini passed three smoke cases. DeepSeek exceeded the 120-second limit
and remains unqualified.
- Luna's two cost flags received focused follow-up. The original flags
and a later n=1 latency flag remain visible. Sonnet had no cost or
latency increase above 20%.
- The catalog contains 785 entries; 58 were exercised across all stages.
Most operation probes remain unrun and some need additional fixtures.
Authored probes do not establish successful coverage.
- Total conservative accounted cost: $9.875960. Active paid-campaign
time: 88.16/90 minutes. No missing accounting. Later security and
harness fixes have provider-free verification; no paid validation is
claimed for those revisions.
- Inspect the [qualification
report](https://github.com/paperclipai/paperclip-evals/blob/codex/seach-call-api-tools/evals/runner-api-tools/reports/2026-09-07-production/READINESS.md)
and [verification
record](https://github.com/paperclipai/paperclip-evals/blob/codex/seach-call-api-tools/evals/runner-api-tools/reports/2026-09-07-production/verification.json).

## Risks

- This is a broad authenticated API surface. Keep the default-off gate
until an operator selects initial rollout companies.
- Paid coverage is incomplete. Small regression samples do not prove all
workflows are unchanged.
- A timeout or server failure can follow a committed mutation. The
result reports an unknown outcome and requires state inspection.
- The new definitions add prompt tokens. The report retains cost flags
and cache variation.
- No database migration is required.
- Repository rules require code-owner approval before merge. Technical
CI and automated review are complete.

## Model Used

OpenAI Codex based on GPT-6 assisted with code, tests and review. The
exact serving model ID and context window are not exposed in this
session. It used reasoning, tool calls and code execution.

Eval models: `gpt-5.6-luna` with low reasoning,
`openrouter/anthropic/claude-sonnet-5`,
`openrouter/google/gemini-3.8-flash`, and
`openrouter/deepseek/deepseek-v4-flash-0731`. Attempts retain runtime
versions, model identity, usage and source provenance.

## 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>
2026-09-07 14:14:43 -05:00
Dotta fdf8c8464d feat(runner): add managed provider backends (#12699)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner provides durable, provider-neutral agent
execution.
> - The current stack supports qualified local providers but omits the
managed provider paths from the integration branch.
> - Claude Managed Agents and AWS AgentCore need explicit profile
qualification, durable recovery, usage accounting, and cleanup controls.
> - This pull request adds those managed backends as the third part of
the Runner parity stack.
> - The benefit is managed execution without weakening the default-off
Runner rollout gate.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: Runner, server orchestration, database profiles, CLI, and
adapter configuration UI.

**Problem or motivation**

The current Runner stack cannot select or execute the managed Claude
Agents API or AWS Bedrock AgentCore Harness backends. It also lacks
qualified profile storage and recovery checks for those remote
resources.

**Proposed solution**

Add qualified managed and remote profiles, API and CLI management, exact
provider selection, durable lifecycle handling, cumulative usage
accounting, bounded cleanup, and retention acknowledgement. Keep
`enableNativeRunner` default-off.

**Alternatives considered**

A direct copy of the old integration branch was rejected because its
provider contracts, model values, credential flow, and migration history
no longer match the current base. A single large parity pull request was
also rejected because stacked review keeps each subsystem bounded.

**Roadmap alignment**

This continues the existing Runner architecture and rollout work. It
does not introduce a separate execution system.

**Additional context**

This pull request is based on the merged #12691 and #12685 stack. It
also closes the delayed security-review findings reported on #12691 by
binding qualified ACPX and OpenCode launch artifacts to the bytes
actually executed. A GitHub search for managed agent, AgentCore, and
Claude managed work found no duplicate public issue or pull request.

## What Changed

- Add Claude Managed Agents and AWS AgentCore provider executors to
runnerd.
- Add qualified managed and remote profile storage, routes, OpenAPI
contracts, CLI commands, and migration 0237.
- Validate profile ownership, enabled state, exact qualified revision,
model, agent version, and secret binding before persistence and
recovery.
- Persist durable provider session and owned skill state for
restart-safe cleanup.
- Reconcile uncertain create responses and delete remote sessions before
owned skills.
- Track cumulative provider usage and enforce positive session spend
caps.
- Recover interrupted AgentCore usage at the next turn boundary by
charging the prior invocation ceiling exactly once; keep the session
gated until an explicit monotonic budget raise.
- Isolate AgentCore AWS configuration from host profiles and
credential-process/SSO configuration while preserving workload identity.
- Require OpenCode 1.18.17 and fixed build-owned provider-pack artifact
paths; remove the ambient executable override.
- Snapshot and content-verify ACPX and OpenCode commands, scripts, and
provider executables before launch. Linux executes sealed inherited
descriptors; macOS uses authenticated private snapshots with retry-safe
rematerialization at the spawn boundary.
- Persist canonical ACPX and OpenCode launch-profile digests, reject
drift across fresh recovery, and make recovery failures sticky.
- Close and journal unsafe ACPX active-turn recovery before any provider
bootstrap or reconnect.
- Add managed provider fields to the Runner configuration UI and
permission projection.
- Preserve the default-off `enableNativeRunner` experimental flag.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- Focused managed server, database, CLI, Runner TypeScript, Rust,
Claude, AgentCore, ACPX, OpenCode, process-supervisor, and
durable-recovery tests passed.
- `cargo test -p paperclip-runner-core --lib --locked` (160 tests)
- `cargo check --workspace --all-targets --locked`
- Native Codex integration tests passed (60 tests); native provider
tests passed (7 tests); server native-runtime tests passed (87 tests).
- Verified-launch replacement, nested-spawn retry, exact-version,
profile-drift, sticky-failure, and no-bootstrap active-recovery tests
passed.
- `git diff --check`
- The PR changes 91 files. `pnpm-lock.yaml` is unchanged. The Rust
workspace lockfile adds the approved `rustix` dependency used for safe
descriptor handling while `#![forbid(unsafe_code)]` remains enabled.

## Risks

- The provider APIs can change while they are in beta. Exact
qualification and fail-closed recovery checks limit drift.
- Remote cleanup can fail after a partial create. Durable ownership
inventories and retry-safe deletion preserve recovery state.
- Migration 0237 adds profile tables. The generated migration and
snapshot pass the repository migration checks.
- Managed execution can incur provider cost. Positive default spend caps
and explicit retention acknowledgement limit accidental use.
- An interrupted AgentCore invocation without final metadata is
conservatively charged to its active session ceiling. This can overstate
cost, but cannot undercount it; later work requires an explicit budget
increase.
- Linux qualified launches use sealed memory descriptors. macOS lacks
executable-descriptor APIs, so the runner uses owner-only private
snapshots and minimizes linked-path lifetime; hostile same-UID processes
remain outside the documented local-host trust boundary.
- The global Runner feature remains default-off.

> 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, with tool use, code execution, and subagent review.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-02 00:48:30 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
417336f8be fix(workspaces): attach PR preparation to existing branches (#11703)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces isolate an agent task from the primary
checkout.
> - Pull request preparation can need a branch that already contains
completed work.
> - The workspace policy could not require an exact existing branch.
> - Workspace cleanup also treated worktree creation as branch
ownership.
> - This pull request adds an exact existing-branch policy and separate
branch ownership metadata.
> - The benefit is safe pull request preparation that preserves every
existing commit and operator-owned branch.

## Linked Issues or Issue Description

**What happened?**

A pull request preparation run could not pin its execution workspace to
an exact existing branch. Workspace reuse and cleanup could also confuse
worktree creation with branch ownership.

**Expected behavior**

The run must attach only to the requested branch in an isolated Git
worktree. It must fail if the branch is missing, busy, or inconsistent.
Cleanup must not delete a branch that Paperclip does not own.

**Steps to reproduce**

1. Create a branch that contains completed work.
2. Configure a pull request preparation task to use that branch.
3. Start the task and observe that the prior policy cannot require the
exact branch.

**Paperclip version or commit**

This behavior reproduces on the base revision before this pull request.

**Deployment mode**

Local development with isolated Git worktrees.

## What Changed

- Add `existingBranch` to the execution workspace policy and shared
validation contracts.
- Require `existingBranch` to use an isolated Git worktree and reject
conflicting branch templates.
- Attach to the exact branch without creating, renaming, resetting, or
deleting it.
- Track branch ownership separately from worktree creation and use that
ownership during cleanup.
- Return HTTP 422 for invalid existing-branch settings on every
issue-producing route.
- Add a bounded repair script for existing pull request preparation
tasks.
- Add focused policy, route, heartbeat, runtime, and ready-comment
tests.
- Document the exact-branch behavior and safety rules.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/issue-existing-branch-validation-status.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/services/workspace-runtime-exposure.test.ts
server/src/services/workspace-runtime-ready-comment.test.ts` passed 335
tests.
- `pnpm -r typecheck` passed for all workspace projects.
- `pnpm test:run` passed 4,431 tests. Two unrelated embedded-Postgres
setup hooks timed out under aggregate load. Their isolated rerun passed
74 tests.
- `pnpm build` passed for all workspace projects.
- The two review regressions passed with 139 unrelated tests skipped.
- All latest-head CI gates passed after one unrelated timing-sensitive
test passed on rerun.
- Greptile scored the latest head 5/5 with no unresolved review threads.

## Risks

- Invalid workspace settings now return HTTP 422 instead of a generic
validation response.
- The exact branch must already exist and must not be checked out by
another worktree.
- The new policy fails closed when it cannot prove branch identity or
ownership.
- This change has no database migration.

> 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 from the GPT-5 family assisted with this change. The
runtime did not expose its exact deployment ID or context window. The
agent used high-reasoning mode, repository tools, shell execution, 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:23:18 -05:00
Michael Nguyen 0fa318b8da feat(artifacts): bridge Markdown work products into the document review surface (#11822) 2026-08-20 17:28:01 -07:00
Nicky LeachandPaperclip c1c46f1e4e feat: Claude login on the new-agent page before agent creation (#11347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Claude local adapter supports subscription login through a
sandbox
> - The new-agent page must show login before the user creates an agent
> - Test results must not expose raw sandbox diagnostics or secret
values
> - This pull request adds the login UI to both Test lanes and closes
the diagnostic boundary
> - The branch also adds durable cleanup recovery for failed sandbox
teardown
> - Reusable sandboxes must retain both their recorded teardown
configuration and a valid lifecycle path until destruction succeeds
> - The benefit is a usable login flow with fixed public checks,
redacted server logs, and recoverable sandbox cleanup

## Linked Issues or Issue Description

Related public work:
[#9488](https://github.com/paperclipai/paperclip/pull/9488) adds
first-class recognition for `CLAUDE_CODE_OAUTH_TOKEN` in headless and
remote runs. Related public issue:
[#2681](https://github.com/paperclipai/paperclip/issues/2681) requests
Claude Code subscription support. This pull request adds the login
transport and new-agent UI flow that those changes do not provide.

**Subsystem affected:** Claude local adapter, server login probes,
sandbox provider setup, cleanup recovery, and the new-agent UI.

**Problem or motivation:** The Test lanes did not show the sandbox login
panel in all supported cases. Test results also exposed raw probe
diagnostics, and JSON escapes could end secret redaction early.

**Proposed solution:** Surface the login capability through the bundled
provider manifest. Prepare the same probe runtime in the ACP lane. Send
diagnostics only to redacted server logs. Keep Test checks on fixed
public messages. Normalize login URL hints to allowlisted HTTPS Claude
and Anthropic hosts. Consume JSON escapes during redaction. Preserve
failed sandbox cleanup state across retries and restarts, and prevent
deletion from severing the lifecycle context of a live reusable sandbox.

**Alternatives considered:** Keep raw diagnostics in Test checks or
trust login URL text from the sandbox. Both choices increase information
exposure. Keep separate probe behavior in the ACP lane. That choice
would leave the two Test lanes inconsistent.

## What Changed

- Surface the sandbox login panel on both Test lanes.
- Reconcile the bundled Daytona plugin manifest so
`supportsSetupTokenLogin` reaches the UI capability gate.
- Prepare the ACP Test lane with the same probe runtime as the CLI Test
lane.
- Add the `claude_acp_login_probe_unavailable` warning when the ACP
probe cannot run.
- Send raw sandbox diagnostics only to redacted server logs.
- Keep Test checks on fixed public messages in the ACP, managed-config,
and CLI paths.
- Normalize login URL hints to allowlisted HTTPS Claude and Anthropic
hosts.
- Redact JSON and escaped-JSON secret values, including escaped quotes
and backslashes.
- Preserve orphan cleanup records across provider failures, restarts,
and unavailable plugins.
- Atomically block environment deletion while a live reusable sandbox
lease still depends on it.
- Verify pending cleanup destroys plugin sandboxes with the provider
configuration recorded on the lease, even after the current environment
configuration changes.

## Verification

- Head under review: `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`.
- Focused environment route/service/runtime coverage passes: 196 tests
across 3 files.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- The full Vitest run completed with 4,754 passing and 28 failing tests.
All 23 source-test failures reproduce unchanged on parent head
`58cfe61a33191ce03d965d65085d26064b4888ba`; the other 5 are duplicate
executions from stale `server/dist` output. The failures are unrelated
macOS path/listener and scheduler-fixture failures, so there is no new
bad commit for bisect to localize.
- All required CI checks pass for the current head, including build,
typecheck/release registry, all server and workspace shards, serialized
server suites, canary, and e2e.
- A fresh Greptile review for `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`
reports 5/5, “safe to merge,” with no blocking failure remaining.

## Risks

- A probe or redaction change could hide useful server diagnostics.
- An allowlist change could reject a valid Claude login URL.
- Cleanup recovery changes could affect provider teardown ordering.
- An environment with a live reusable sandbox can no longer be deleted
until the owning issue or execution workspace completes teardown.
- The implementation keeps public Test messages fixed and sends detail
to redacted server logs.

## Model Used

OpenAI GPT-5 via Codex — exact model ID: GPT-5; tool use and code
execution enabled; extended reasoning enabled. The implementation author
used AI-assisted development.

## 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 documented the result
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation or confirmed no separate
documentation change is needed
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 13:42:51 -07:00