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71f0c0c99e |
feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start --> https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147 <!-- entire-trail-link-end --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People coordinate work through conversations, tasks, and requests for input. > - These surfaces must share task state and preserve the context of each decision. > - The existing workspace makes people switch surfaces to follow that context. > - This pull request adds an optional Coordinator workspace with linked conversations, tasks, documents, and decisions. > - Each person can enable it in Settings > Experimental and return to the classic workspace. > - The benefit is a coherent path from a request to an assigned task and reviewed work. ## Linked Issues or Issue Description **Subsystem affected** UI, server, shared contracts, and database. **Problem or motivation** People need a consistent way to start tasks from agent conversations, answer questions, review work, and return to the source context. Decisions and task state must agree across these surfaces. **Proposed solution** Add a personal, default-off workspace experiment. Keep one conversation per agent. Add task proposals, compact task and decision cards, contextual document panels, and a Needs You queue with search, filters, sorting, grouping, and history. **Alternatives considered** Replacing the classic workspace for everyone would remove the opt-out path. Keeping separate decision state in each surface would create conflicting answers. This change uses the existing canonical task and interaction records instead. **Roadmap alignment** This supports the existing agent chat, task management, and human review capabilities. It is an experimental presentation choice. The user requested this isolated implementation after design review. No Discord discussion is claimed. ## What Changed - Add per-person workspace preferences, a default-off setting, and an additive migration. - Add Coordinator navigation, pinned destinations, task lists, agent switching, and contextual panels. - Link task suggestions and creation to the source conversation. Default new task ownership to the current agent unless the user specifies another owner. - Share pending questions, decision receipts, exact review targets, and history across tasks, chat, and Needs You. - Preserve task access, assignment authorization, revision binding, and required output review gates. - Add compact document links, relative timestamps, composer controls, and reduced-motion support for task and decision transitions. - Add component stories, regression coverage, and capability-map documentation. ## Verification - Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29, 2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional skips, no pending or failed checks**. [Current CI run](https://github.com/paperclipai/paperclip/actions/runs/40790639688) passed without a rerun on this head. - Fresh Greptile **5/5**, zero new comments and zero open review threads; Superagent passed with no suspicious changes. [Checks](https://github.com/paperclipai/paperclip/pull/17983/checks). - Local workspace typecheck/build passed after the latest rebase. The final account-read patch passed UI typecheck/build and all 12 related preference/settings tests, including a delayed real-client request across account changes. Earlier scoped checks cover review deduplication/replay, decision deep links, cross-surface state, access boundaries, and migration replay. - Local database/browser rechecks after the latest rebase were limited by exhausted macOS shared-memory IDs: `initdb` failed before database creation. The local run passed 31 UI/snapshot tests and skipped 24 database tests; those skips and the blocked local browser start are not claimed as passes. The independent Linux CI database and browser checks passed. No running dev database or host setting was changed. - Upstream migration 0403 is preserved. Preferences and durable review retry aliases are generated as replay-safe migrations `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest snapshots are retained. Every detected conflict was rebased and pushed before waiting for CI/review, as requested. - The PR is unmerged. The active master ruleset still requires code-owner approval for the changed Paperclip skill; no approval or rule change was performed. <details> <summary>Earlier verification failures, integration history, and evidence</summary> These entries preserve prior checkpoints and failures; the current acceptance result is above. - Focused UI and server checks from the isolated build are recorded in the implementation plan. - Browser checks covered the opt-in shell, navigation, task/document links, and decision card states. No new live provider trial is claimed for this handoff. - Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, rebased onto master `8bc051245` immediately after its GitHub review-repair migration took 0403. Preferences are generated as idempotent `0404_tense_silver_sable.sql`, preserving upstream SQL/journal/snapshot history and five newest snapshots. GitHub reports MERGEABLE after the immediate lease-protected push. Scott's updated instruction is to rebase and push every conflict resolution first, without waiting for CI or Greptile; verification follows the push. - The final reviewed feature tree was consolidated for repeatable single-commit rebases. The complete previous commit history remains reachable through local recovery ref `codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot `0e1bbdf4e`). The actual rebase completed, and its tree hash exactly matches that resolved snapshot. The force-with-lease required the known remote head `0e6ef7c44`, protecting against concurrent branch changes. No PR merge or permission/runner setting change occurred. Fresh CI/review are in progress for the current head. - `2001132fa` received Greptile 5/5 with one nonblocking account-switch read finding. Current head detaches path-coalesced preference GETs and disables HTTP caching, retaining React Query's account-scoped sharing. A delayed real-client GET regression proves account B can load its saved choice before account A responds, and A's late response only updates A's cache. Preference/settings tests 12/12 and UI typecheck passed; its review thread is resolved. Fresh current-head CI/reviews are pending. The prior CI chat shard 3 ended with “The operation was canceled” and no assertion failure ([job 123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631), `/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed to that cancellation. - `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass. All browser tests including the repaired YAML shard passed, and 54 checks passed. General server shard 9 ended with “The operation was canceled” and no failed assertion; its test step was marked cancelled (job [123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893), log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was started after the workflow completed, but master moved while it ran. A local nested-clone check timed out in its 30-second database-startup hook and then failed cleanup before the 20 database cases ran; this is retained as a local verification limit (`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or proof of the CI cancellation cause. - Following Scott's instruction, the new conflict was rebased and pushed immediately without waiting for that rerun. Upstream's `0403_natural_cerise.sql` is preserved; regenerated preferences and retry-alias migrations are `0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`, replay-safe with five newest snapshots retained. The YAML helper conflict combines upstream's click and header behavior with the editor-selection guard and injected regression. Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase work. Current head is MERGEABLE. Full workspace typecheck/build passed; UI and snapshot checks passed 31 tests, but 24 database tests were skipped by the local support probe, and the local browser server could not initialize PostgreSQL. A direct disposable `initdb` diagnostic established the host limitation: `could not create shared memory segment: No space left on device` (`shmget`, shared-memory IDs exhausted, not disk space). No dev database or host setting was changed. Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`, `/tmp/pr17983-2001132-db-probe.log`; checks: `/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`, `/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`. These local skipped/blocked checks are not claimed as passes; fresh CI on independent runners is in progress. - `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads and Superagent pass, but [E2E shard 7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925) failed parsing an Advanced YAML clipboard read beginning with “Skip to Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`. Current head hardens the test helper to verify editor focus and selection, clear stale clipboard content, and require the YAML header at the start of a fresh copy before parsing. Saved-state assertions and timeouts are unchanged. All six Advanced YAML browser journeys passed on a disposable local instance (41.0s); the exact lost-response journey also passed with a one-time injected surrounding-page copy, verifying rejection/reacquisition (17.6s). The precise browser focus/clipboard timing in CI remains unproven; the observed invalid-read path is now guarded and deterministically exercised. Logs: `/tmp/pr17983-yaml-clipboard-scope-browser.log`, `/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head CI and reviews are pending. - `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking deep-link finding. Current head preserves attention links using `?decisionId=`: the requested pending decision is rendered even beyond the first 40 cards, focused and scrolled into view, then only that parameter is consumed so later refreshes do not refocus. Other URL parameters remain. Needs You tests 10/10 and UI typecheck passed; its review thread is resolved. The preceding post-rebase regression run passed 45/45 tests. Fresh current-head CI/reviews are pending. - `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and Superagent pass. While 32 checks had passed, master moved and caused a documentation conflict in `maps/feature-map/onboarding.md`. Rebased immediately, preserving both onboarding paragraphs. The complete four-commit branch was pushed as `19e6dcb0b` before waiting on CI/review, per Scott's instruction. A transient Git index lock interrupted the first continue; the command sequence briefly pushed intermediate `34e298c07`, then the completed rebase was immediately pushed. All feature and security/retry fixes are present; local recovery ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase history. The only tree differences from that ref are upstream's two smoke-test files and the combined documentation paragraph. GitHub reports MERGEABLE. Fresh current-head verification is in progress; prior-head review results are not current acceptance. - `21efa3120` passed Superagent but Greptile scored 4/5 for a valid retry-key persistence bug: an acknowledged duplicate key could reopen a resolved review. Current head adds an additive, replay-safe `0404_light_swarm.sql` migration for indexed, task-scoped aliases from acknowledged retry keys to the canonical interaction. Alias registration and retry lookup occur under the existing task lock; payload/actor mismatch still conflicts, and each canonical review permits at most 100 aliases. Original and acknowledged keys replay the terminal result rather than creating a new gate. Five newest migration snapshots are retained. Service/routes tests 165/165 passed; final quality review plus migration replay/snapshot checks 25/25 passed; server typecheck passed. The P1 thread is resolved in code; fresh current-head reviews and CI are pending. - `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile findings, but Superagent check [123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812) correctly flagged unbounded pending quality-card creation. Current head fixes that under the existing task-row lock: equivalent requests with fresh idempotency keys reuse the pending card; conflicting requests for an unresolved deliverable return the existing interaction ID; pending cards are capped at ten per task across all reviewers. Distinct outputs remain independent, and already-answered items in a partially pending batch can receive a fresh review. Added real-database concurrency, cross-card duplicate, partial-answer, and hard-cap regressions. Quality review 22/22 tests and final server typecheck passed; earlier service/routes 163/163 tests passed before the final partial-answer refinement. One added assertion initially expected a service HTTP error, but duplicate keys are rejected earlier by the existing shared schema; the assertion now verifies that validation. Fresh current-head CI/reviews are pending; the action-required security result is not treated as passed. - `c9c575e5f` completed all 56 checks successfully with four conditional skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are fixed in the current head: independently bound quality approvals now each remain visible in attention; changing/clearing URL-backed assignee/status filters updates the URL and survives task navigation. Both review threads are resolved. Regression evidence: attention service 34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server typechecks and the full workspace build passed on `69c2c7543`. The first new UI test run caught an assertion racing React Router's transition; waiting for the navigation before asserting passes without weakening the navigation/remount checks. These older-head green checks are not claimed for the new fix commit. - Preceding `0e6ef7c44` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, and passed Superagent. A fifth migration-metadata collision arrived before the final Runner job finished. Those green results are preserved as prior-head evidence, not current acceptance. - Previous fully verified migration head: `0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master `f8226b051` after the fourth migration-number collision. Master added terminal GitHub-response migration 0401 while the final native check ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and preferences are generated as idempotent `0402_yielding_blink.sql` on top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE after the push. All 1,155 relevant migration/review/interaction/native-execution/remote-assets tests, workspace typecheck/build, migration guards and whitespace checks pass. Fresh exact-head CI/Greptile/Superagent are pending. - Immediately preceding head `36c67cf03` completed all 56 checks successfully with four conditional skips, fresh Greptile 5/5 and no open findings, plus passed Superagent security. No retry was needed for that head's CI. Master advanced and introduced only a migration-metadata conflict while its final native check ran, so that green result does not establish acceptance of the current integration. Four consecutive collisions (0398, 0399, 0400, 0401) during verification are retained as concrete integration churn; a brief pause of competing migration merges was requested, without assuming it happened or changing any repo setting. The PR has not been merged. - Prior fully verified head: `36c67cf03`, on the clean `30059c0ed` integration of master `efd65c112`. The last Greptile P2 is fixed: Needs attention retains the participant-agent scope through authoritative server membership queries for each pending task, including historical participation when another agent currently owns the task. It does not approximate participation with current assignment or enumerate every company task. The actual view-switch regression and all 31 focused task/routing/collection tests, UI typecheck/build, token gates and whitespace checks pass. Greptile completed a fresh 5/5 review on this exact head (review 19) with zero new comments and no open review threads. CI and Superagent remain in progress; no current-head CI failure has been reported. - Head `30059c0ed` received Greptile 5/5 with that one nonblocking participant finding, now fixed. Superagent passed that head. Current-base integration restored the ephemeral RunsOn fleet after a superseded workflow retained queued aggregate jobs: normal cancellation was insufficient; the single force-cancel request was interrupted but readback confirmed that obsolete run cancelled and current CI began on the trusted fleet. No cancellation retry or runner/security/workflow changes were made. Its partial CI was superseded by the necessary participant fix and is not current acceptance. - Previous compatibility/base-sync head: `30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master `efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports MERGEABLE after the push. Coordinator keeps Inbox standalone under More without rewriting the instance's Combined Inbox preference; opting out restores that preference. Saved merged-Inbox URLs resolve to their original owner, task status presets remain usable, and canonical repeated `workspace` parameters retain scoped, deduplicated pagination (including Needs attention). All 192 broader routing/Inbox/sidebar/privacy/review tests and the final 16 task-page tests pass, as do workspace typecheck/build, token gates and whitespace checks. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The preceding `d5b9be5bd` remained mergeable but its CI routing gate intentionally fell back to GitHub-hosted runners: “stacked base merge commit does not contain the current base branch.” All 45 downstream jobs stayed queued. Current master was merged cleanly to refresh the pinned base; no runner/security settings or workflow logic were changed. Greptile scored that preceding head 4/5 with the two compatibility findings fixed here. Its automatic Superagent scan was inconclusive at checkout; the documented retry was still pending when superseded. Those results do not establish acceptance of this current head. - Previous approval/migration head: `d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master `ba5bba86d` and the stale-output approval correction. GitHub reports MERGEABLE after the push. The fresh P1 finding is fixed: every submitted item now validates and locks its bound output inside the resolution transaction, whether or not it carries a required-quality-review binding. Real database regressions verify that an advanced document revision or deleted attachment refuses the entire batch without recording approvals, and current ordinary output reviews still resolve. All 272 combined migration/review/interaction tests pass; workspace typecheck/build passed. Fresh exact-head Greptile and CI are pending. The automatic Superagent scan ended inconclusive at checkout; one documented on-demand retry is pending. These are explicit verification limits, not passed security results. The P1 thread is resolved. - Master consumed the next migration slot three times during this verification pass: confirmation recovery took 0398, continuation recovery took 0399, and GitHub acknowledgement recovery took 0400. Each upstream SQL/journal/snapshot is preserved unchanged. Preferences are now generated as idempotent `0401_white_lenny_balinger.sql` from upstream 0400; exactly five snapshots remain, and replay coverage locates this migration by table content. This is recorded concurrent integration churn, not a claim that older green results apply to the latest base. - Head `ed3b68da9` fixed the two history/URL findings with 26 focused regression tests, server/UI typechecks, workspace build and token gates passing. Greptile then scored that head 4/5 with the stale-output P1 corrected in the current head. Its partial CI is superseded, not counted as current acceptance. - Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge of master `063cfd438`. The two fresh Greptile findings are fixed: history outcome filters now match recorded per-item verdicts in SQL before pagination (mixed reviews remain in both applicable outcomes), and same-page URL assignee changes/back/forward navigation update that filter without clearing independent filters. All 26 focused database/navigation/collection tests, server/UI typechecks, workspace build, token gates and whitespace checks pass. The two review threads are resolved. Fresh exact-head CI, Greptile and Superagent results are pending. - The `8458d39d9` migration integration also passed all 328 targeted migration/interaction/confirmation tests, workspace typecheck/build and Superagent security scan. Greptile scored that head 4/5 with the two functional gaps fixed in the current head; those prior-head checks are not current acceptance. - Migration integration head: `8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master `063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE after the push. Master advanced twice during this conflict-resolution pass: first its confirmation-recovery migration took 0398, then its continuation-recovery migration took 0399. Both upstream migrations and journal entries remain unchanged; Coordinator preferences are now generated as idempotent `0400_sad_guardian.sql` from upstream's latest snapshot. Exactly the five newest snapshots remain. The replay regression now locates the table migration by content instead of hardcoding a renumbered filename. - All 328 targeted question/review/confirmation/migration tests passed again after the second merge. Workspace typecheck/build and fresh exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed workspace typecheck/build and Superagent security scan, but was superseded because master consumed migration 0399 while those checks ran. That prior-head result is not acceptance of the current head. No production settings or runner/security permissions were changed, and the PR has not been merged. - Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`, integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub reports MERGEABLE after the push. The renewed conflicts were `0398_snapshot.json`, `_journal.json`, and the top imports in `issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery index and journal history are preserved unchanged; Coordinator preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with replay coverage updated and exactly the five newest snapshots retained. Both terminal confirmation notifications and Coordinator task assignment/required review behavior are preserved. - All 328 targeted interaction/review/confirmation/migration tests pass, as do workspace typecheck, map validation and whitespace checks. The workspace build and fresh exact-head CI/Greptile/Superagent checks are pending. The first migration-generation attempt hit the sandbox's local IPC restriction before generating files; the unchanged authorized local generation completed successfully. Prior-head green checks below do not establish acceptance of this merge. - Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`, with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE. Greptile completed a fresh 5/5 review on this exact head with zero new actionable findings and no open review threads. The [fresh CI workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319) completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E shards. Final completed check set: 55 succeeded, four conditional checks skipped, zero pending/queued/running checks, and one neutral/inconclusive Superagent scan. The auxiliary commitperclip review and isolated native Runner compilation/cache-reuse check both passed. This is not a claim that Superagent produced a passed security verdict. GitHub still reports MERGEABLE against current master `60b8089a44b4eaa37e627adbfdf2f130bda13335`. - Current-head E2E: all eight shards and the aggregate passed, including the previously failing YAML browser journey. Serialized server shard 9/9 failed: the protected YAML projection test exceeded its original 15-second timeout; its late update request then reached the next test's reset mock (the captured payload is the prior test's model/label update). All 88 tests in that exact unchanged file passed locally in 38.03 seconds, with no timeout or assertion changes. The original slow-request cause remains unproven. CI failure log: `/tmp/pr17983-8b7-serialized9.log`; local recovery: `/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged shard rerun passed, and the workflow completed SUCCESS. Rerun log: `/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is retained; a passing retry does not establish its original slow-request cause. - Greptile scored preceding head `4873704be` 5/5 with one valid P2: opened task decision records missed company-scoped live invalidation. The current head uses the existing company decision prefix for resolution and effect-completion events, and resets private record payloads on access changes. Its thread is resolved. All 107 focused record/live-update tests, UI typecheck/build, token checks and whitespace checks pass. - CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML lost-creation-response journey: its clipboard helper selected page text starting with “Skip to Main Content” instead of YAML. The exact unchanged journey passed in a disposable local browser instance (1 test, 17.1 seconds). No assertion, timeout or production behavior was weakened; the original failure cause remains unproven. Failure log: `/tmp/pr17983-487-e2e7.log`; local check: `/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML browser suite also passed locally (6 tests, 37.8 seconds). Fresh current-head CI subsequently passed this journey and all other E2E shards. - Both the automatic and one supported on-demand Superagent scan on `4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base checkout failed or timed out.” These do not count as a passed security verdict. The current head's automatic scan and one documented on-demand retry also returned the identical neutral checkout failure, with zero annotations or further diagnostics. This is an external scanner blocker, not a passed security verdict. No security settings or permissions were changed. - Recorded decision links now render and focus the full source-task record in both Classic and Coordinator, including recorded choice, submitted inputs, and the existing effect-result resolver. Fresh terminal records take precedence over older open-decision cache entries. Context and account checks keep mismatched or inaccessible records out of the DOM; no decision-history tab was added to tasks or chat. The shared company live-run feed now drives live-only filtering, including ended runs and terminal tasks with stale run entries. All 213 focused tests, UI typecheck/build, token and whitespace checks pass; the final focus follow-up passed all 188 task-detail tests and UI typecheck. The first new navigation test failed because its test host omitted company context; the host was corrected before the passing run. - Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1` merges master `1aa3a21ac` after four additional upstream commits. The sole conflict was competing imports in `server/src/services/issues.ts`; both quality-review policy and inbound wake-notice notifications are preserved. The PR-specific review import now sits beside execution-policy imports instead of the frequently changing first line. GitHub mergeability is rechecked after the push. - On the combined master tree, workspace typecheck/build, all 153 affected UI tests, map validation, and whitespace checks pass. Four server suites passed 77 tests; the fifth suite's module-import hook timed out while broad verification was running. Its unchanged isolated run passed all 41 tests in 7.2 seconds with the original timeout. This records recovery without claiming the original import-timeout cause is proven. CI on `375c5e895` passed every substantive job, including all eight E2E shards and Superagent; Greptile found the two functional gaps fixed in the current head. A short-lived `669d90876` commit added the main fixes before the focused navigation follow-up. - Immediately preceding head `9d9737b49` completed all 56 checks successfully with four conditional skips, Greptile 5/5 and no open findings, plus a successful Superagent scan. The signoff E2E shard passed on its single accepted rerun; its initial cancellation/timing failure is retained below. Master moved again while those checks ran, requiring this final integration rather than treating the prior head's green result as current acceptance. - Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was subsequently conflicted by moving master. The master merge preserved durable account-bound writes and Coordinator UX. Workspace typecheck/build, 416 focused UI tests, and 142 affected comment-route tests passed. A stable full UI run on preceding head `938ad1665` passed all 9,833 tests across 836 files; its final full workspace build also passed. - Greptile found nested proposal project inheritance and Classic bound-revision links on `91be74952`. Both were fixed with 142 interaction-route tests, 113 focused UI tests, and UI/server typechecks. Its next review identified a valid draft-preservation bug in the new Classic loading UI. Head `9d9737b49` keeps loading/error notices outside editors and annotations while preserving dirty drafts; 115 focused review UI tests pass, including pending/failed revision loads and continued draft editing. All related threads are resolved. Greptile completed a fresh 5/5 review of `9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings. - CI on `938ad1665` exposed an integration regression with the newly merged durable startup saves: the personal preference gate blocked the task page before its first session lookup. The guarded title editor now mounts while that lookup is pending, with presentation-specific tools still gated. All 216 affected component tests pass. The unchanged five-test `disconnect-write-recovery.spec.ts` browser suite passes against a newly launched disposable local-trusted PostgreSQL instance on port 33219, including the exact failed startup-save journey. No live provider, hosted authentication or production proof is claimed. The helper-owned test server exited and the port has no listener. UI typecheck, built-browser assets, token and whitespace checks pass. - Initial durable-write merge tests found duplicate imports and unscoped draft fixtures, fixed before 416 focused tests passed. A sandbox typecheck could not create its IPC socket; the supported rerun passed. The first revision-link test used a wrong Return to latest button assertion, corrected before the 113-test pass. The startup E2E reproduction initially still failed because an outer shell gate also blocked the page; the subsequent fix passed all five cases without changing the test or its timeouts. A focused loading-header assertion initially used an incorrect fixture title; correcting it preceded the 216-test pass. These failures remain recorded. - Earlier routing gates fell back to GitHub-hosted runners while master was moving or conflicted. Superseded queued runs were cancelled, then the `938ad1665` routing gate explicitly selected the ephemeral RunsOn fleet. Its CI actively executed and completed most tests; only the diagnosed startup E2E shard and aggregate failed, alongside the valid Greptile finding. Auxiliary GitHub-hosted workflows also completed successfully on earlier heads, so queueing alone is not an administrative blocker. Fresh [CI on `9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678) is the acceptance target; the previously failing startup E2E shard now passes. A different signoff E2E shard failed during executor resubmission when its fixture run was cancelled as `issue_continuation_waiting_on_review`. The exact unchanged journey passed locally (1 test, 46 seconds), and the preceding head with identical server/signoff code passed that CI shard. This supports a bounded rerun but does not establish the timing failure's root cause. After the workflow finished, GitHub accepted one rerun of that failed shard and its dependent aggregate; both passed, completing all checks on that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log` and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No assertion or timeout was weakened. - On the first merge, full workspace typecheck/build, all 9,622 UI tests, 267 tests across seven affected server suites, two migration checks, map validation, token gates, and the PR diff whitespace check passed. Greptile then found duplicate local task-search filtering and lost completed item-review detail. Both are fixed, with 42 passing focused UI tests and passing UI typecheck/build. - A subsequent Greptile review found attachment confirmations without working links and mobile history without a visible host. Confirmation layouts now derive the authenticated immutable-content endpoint from the attachment ID, and Needs You uses the existing full-screen mobile sheet. All 119 focused tests pass, including missing/stale display URLs, both review layouts, and both mobile history entry buttons. UI typecheck/build and token checks pass. Full workspace typecheck/build also pass after the second master merge. - Greptile gave head |
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09ad9adce2 |
feat(server): adopt running remote agents through durable controller checkpoints (#17439)
## Thinking Path > - Paperclip must keep admitted remote work alive while its main server is replaced. > - Runner owns recovery mechanics and exposes opaque checkpoints through #17097. > - The server owns company scope, encryption, Stop, tool authority and execution ownership. > - A successor must prove current ownership before it adopts the original execution. > - Checkpoint bursts must also leave capacity for normal requests and lease renewal. > - This PR persists and adopts that authority through the existing runtime boundaries. ## Linked Issues or Issue Description **What existing behavior does this improve?** Remote agents retain the original execution during a bounded main-server outage. **Current behavior** A server restart can lose the controller's local state and connection. An unsafe replacement could repeat a turn or an uncertain mutation. Checkpoint writes in the request pool can also delay ordinary requests during an aligned burst. **Proposed behavior** Restore encrypted control records from Postgres and adopt the original runner under a fenced lease. Recover known tool receipts through current tool authority. Give control checkpoints a shared pool capped at two connections per database owner. Depends on #17097. Successors are #17455 and #17456. Qualification and presentation remain separate review slices. ## What Changed - Add company/run-bound encrypted checkpoint records and migration 0394. Keep the SQL idempotent after renumbering against current master. - Recover startup and expired ownership through native runtime and heartbeat. Preserve the sandbox lease, admitted runner artifact, harness configuration, native session and active turn. - Keep Stop, finalization, preparation ownership and stale-writer fencing transactional. Preserve graceful detach and natural crash takeover. - Recover committed tool receipts through the existing authority. Reauthorize reads and hold uncertain mutations. - Bound startup retention with the existing coordinator and preserve zero idle scans. - Share at most two checkpoint connections per database client. Keep application and liveness capacity separate. Close the checkpoint pool during shutdown; late writes cannot reopen it. - Count SQL across both application and checkpoint clients. Prove request/liveness progress, command recovery and failure after pool shutdown with real Postgres. ## Verification Project creation recovery now uses the existing project activity receipt owner. It retains authenticated input normalization, fingerprint checks and current run authority after the receipt lock. An absent receipt returns no result before mutation. The new lost-HTTP-response and no-effect regression uses real API routes and Postgres. The seven transport cases pass locally. This Mac skips all 20 database cases. On current source `5de803c2cd`, Linux [job 122593415890](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415890) executes all 20 project-tool cases successfully (9.480 seconds), including the committed-project lost-response regression. Its shard passes 1,627 cases with three unrelated skips. Server typecheck passes. The transport regression initially has two failures; a subsequent incorrect expectation about schema defaults was corrected before the final pass. Ordinary execution adds no checkpoint writes or recurring work. Current candidate `5de803c2cd` includes the project-creation receipt recovery fix and master `2cd747d1b6`. Migration 0394 retains the prior idempotent checkpoint DDL. Every master SQL file and journal entry is preserved. Snapshots 0390–0394, migration checks and server typecheck pass. The ordinary warm-turn regression fails on its second turn before `a219ab51ad`. After correction, three completed warm turns select the correct prior checkpoint and preserve the original session. All 288 provider-wiring cases pass. The control plane, external persistence callback, identity rotation and filesystem are real; the backend and database-load seam are scripted. The 13 warm admission/configuration variants also pass after final master integration. This does not qualify an underlying harness. At current source `5de803c2cd`, Linux [job 122593415907](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415907) passes all 940 native-session-executor cases (61.431 seconds), including the warm external-checkpoint behavior; the shard passes 2,358 cases with one skip. Current [Runner job 122593415475](https://github.com/paperclipai/paperclip/actions/runs/40620576702/job/122593415475) passes the native recovery lane: 115 passes and five container-only skips, including the encrypted restore guard, fresh preparation (63.189 seconds), blocked claim lock (1.226 seconds) and recovery beyond 101 blocked owners (3.897 seconds). The first lane passes 2,215 cases with one skip. The SQL cost test reports zero idle and streaming SQL for both output volumes; this is component evidence, not a production capacity claim. At prior candidate `1ff7bb44f4`, Linux job 122549307215 passes all 938 native-executor cases, including the three-turn external-checkpoint regression. Job 122549306469 passes the native recovery lane with 115 passes and five container-only skips, including the encrypted-restore session guard, fresh preparation (63.664 seconds), claim-lock contention (3.961 seconds), and 101-owner recovery (3.824 seconds). This Mac skips the real-Postgres suite. The earlier full local executor attempt has 921 passes and 16 failures during embedded-Postgres initialization before assertions. The original fixture collisions and their corrections remain recorded. At earlier candidate `8fbe62b41d`, server shard job 122535673841 has 3,876 passes, one failure and one skip in an unchanged expiry-worker retry/drain timing test. The same server/database tree on qualification source `b64cac6951` passes all 20 expiry cases and all 3,877 shard cases. The single diagnostic retry, job 122541891915, passes all 20 expiry cases and all 3,877 shard cases (one skip). No assertion was weakened. The original failure remains recorded and its exact timing race is not proven. All Actions checks and legacy status passed on `8fbe62b41d`, with completed Greptile 5/5 and no open feedback. The next candidate `1ff7bb44f4` also passed all Actions checks and Greptile 5/5. Its Paperclip Review remained queued before the new master conflict required integration. The new candidate needs fresh exact-head CI and reviews; old checks do not qualify it. Migration generation is checkpoint-only, all master SQL and journal entries remain unchanged, and migration checks, server typecheck and all 13 warm-owner variants pass after integration. The first migration check was blocked by TSX sandbox IPC; its permitted repeat passes. The first warm-test command used an incorrect path and ran no tests; the corrected command supplies the 13-case receipt. All 16 database pool-lifetime/options/teardown cases pass after granting loopback permission; the first batch had two EPERM failures and 14 passes. Earlier semantic-tool/HTTP recovery, adoption, encryption-batch, zero-streaming-write and idle-SQL receipts remain source-attributed in the [qualification record](https://github.com/paperclipai/paperclip/blob/2ff66f57da0da35bac1c19a2366ea4b84d87a986/doc/plans/2026-10-22-hot-upgrade-qualification.md). That record retains earlier assertion, setup and cleanup failures and their corrections. No failed gate is waived. The historical 300-session component campaign passes four after phases: steady read p99 is 107–108 ms at 500 reads/s and 100 writes/s; aligned-burst read p99 is 103–105 ms after the bounded pool, versus 584–689 ms before. This comparison isolates the persistence corrections. It does not measure the final stack's hosted active-agent capacity. The hosted zero-agent API pair leaves SQL and CPU essentially unchanged, but both arms fail absolute latency gates and candidate peak cgroup memory fails its gate. The active-agent/viewer matrix, different-artifact upgrade and rollback remain open. Run `PAPERCLIP_TEST_DATABASE_URL=<owned-disposable-postgres> pnpm --filter @paperclipai/server exec vitest run src/services/native-runtime/native-runner-restart-recovery.integration.test.ts`. Previous head `f2db8a6568` had one failed workspace setup gate: [job 122555672441](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122555672441) passes all 4,169 UI tests and 285 CLI cases (one skip), but the company import/export suite reaches its 30-second health deadline during doctor startup. Its output does not reach the server-start step. The CLI, server, database, shared, adapter and plugin trees are identical on qualification source `a866619d7b`, whose [job 122555886663](https://github.com/paperclipai/paperclip/actions/runs/40609057937/job/122555886663) passes that fixture and all 286 CLI cases. The one diagnostic retry, [job 122561057225](https://github.com/paperclipai/paperclip/actions/runs/40608984238/job/122561057225), passes the formerly failing fixture and all 286 CLI cases. All Actions checks and legacy status on `f2db8a6568` pass. Its exact-head Greptile completed at 5/5 with no open feedback. The current integrated head requires fresh checks and a completed Paperclip Review before merge. The original failure remains recorded; its exact timing cause is unproven. A repeated failure requires investigation and repair rather than another retry. All current-head CI, legacy status, exact-head completed Greptile 5/5, resolved feedback and ordinary GitHub merge eligibility remain required before merge. The latest integration preserves master’s published Copilot v70 profiles and every published migration. Checkpoint migration `0394_conscious_whizzer.sql` was generated with `pnpm db:generate` and retains the prior idempotent DDL. The Runner vendor rebuild and replay parity checks pass. Server typecheck and all 13 warm-owner variants pass after that rebuild. The imported report-lock patch is byte-identical to master; its intentional patch-context whitespace is retained, and the feature delta passes whitespace checks. No hosted experiment was run. ## Risks The pool adds up to two active connections per instance, shared across agents. Checkpoint delivery can wait behind that bound; it still requires its commit. Steady component-test Postgres CPU rises by about 1.7 percentage points of a two-CPU allocation. These corrections do not remove the stack's control and renewal writes. The migration and key must survive replacement. Fresh-database tests and local load do not establish different-artifact hosted upgrade or rollback continuity. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools and code execution. The runtime does not expose a more specific model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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> |
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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
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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> |
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a65ca09508 |
fix(runner): settle accepted results after shutdown failures (#15217)
## Thinking Path > - Paperclip manages AI agents and the tasks they perform. > - The native runner saves tool results and completion reports before it releases a session. > - Large project discovery responses can exceed the durable command limit. > - A shutdown failure can leave a saved answer waiting for workspace repair. > - Recovery reused the old assessment for a different status decision, which violated a database constraint. > - This pull request bounds discovery responses and lets recovery commit the saved result after workspace repair. > - The benefit is a task that reaches its correct final status without another provider turn. ## Linked Issues or Issue Description **What happened?** A native run can save its final answer, fail during shutdown, and leave the task In Progress after workspace repair succeeds. Reconciliation tries to reuse the failed-workspace assessment for a new decision. The one-decision-per-assessment constraint rejects the write. Replaying the old decision can also retain a fresh coordinator lease. Separately, retained session cleanup only recognizes the old `adapter_failed` label. The project-list tool returns full project records, including large descriptions and workspace configuration. A large response exceeds the runner's durable command limit. The settlement diagnostic previously recorded only a failure flag. **Expected behavior** Project discovery stays within the command limit. Recovery finishes the saved result after workspace repair, releases its lease, and preserves the original error for inspection. It does not repeat provider work or relax session ownership checks. **Steps to reproduce** 1. Return large project records from `list_projects` and observe an oversized semantic result. 2. Persist an accepted native completion result, then record a shutdown failure. 3. Finalize with a failed workspace, repeat that attempt, then record successful workspace repair. 4. Reconcile the run. Before this fix, the issue stays In Progress. **Paperclip version or commit** Reproduced on `a386a599983519eb1d399f8b770bfccdb2a74762`. **Deployment mode** Self-hosted server with Paperclip Runner. Related transport work: #12208 drains queued events; #12241 resumes interrupted semantic calls. This change addresses bounded project discovery and accepted-result finalization. ## What Changed - Read bounded project summary projections from the database and return at most 50 authorized summaries with a continuation cursor and explicit description truncation. Agent and run trust boundaries narrow the database candidates; project-specific policies still receive full authorization. Only visible projects determine continuations. The default project-list API remains unchanged. - Record bounded, content-free settlement failure causes for command limits, storage errors, and rejected dispatch. - Include workspace state in assessment identity. Preserve the initial assessment for interrupted finalization, and commit replacement assessment and decision references together. - Release the coordinator lease when an existing decision is replayed, without repeating its effects. - Clear stale errors when recovery succeeds and retain them in `recoveredExecutionFailure`. - Accept both current and legacy close-failure labels in the existing exact-state cleanup path. - Add regression tests and update the tool contracts and recovery documentation. ## Verification - Red: the new project paging, settlement diagnostic, current cleanup label, and repaired-workspace regressions failed on the original implementation. - Green: protocol/catalog/tool checks (117 tests), the full project-tool and finalizer suites (47 tests), cleanup ownership cases (70 tests), and cleanup sweep cases (4 tests) pass. Database-backed pagination covers large descriptions/configuration, complete enumeration, uppercase cursors, agent/run restrictions, project-policy scope contributions, and identical results/cursors when hidden projects are added. - The initial CI failures in interrupted Board waits, contended endpoint proof, and semantic schema validation were reproduced and fixed; all affected cases pass locally. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — started before the review corrections; it spanned several source revisions and was stopped after reporting old-behavior and timing failures. It is not claimed green. Fresh project and recovery suites pass; the recovery suite also passes all 25 cases with the broad runner’s isolated home/config. The Slack timing case passed in isolation. Latest-head CI is the authoritative complete test matrix. - Existing authorization suite — 66 tests passed. - Latest-head CI on `8e5763d915aa6f375bdab6601996899ea01496fc` — 55 checks passed, 4 intentionally skipped, no pending or failing checks. - Greptile — 5/5, zero unresolved threads on the same commit. - `git diff --check` — passed. ## Risks - `list_projects` now returns summaries. Callers must follow `nextCursor` and use the authorized project API for full records. Candidate narrowing is only an optimization: project policy and responsible-user authorization remain authoritative. - Assessment identity changes for workspace finalization. Existing evidence remains intact; no migration is needed. - Cleanup still requires matching identities, settled tool evidence, and verified process ownership. Unknown tool outcomes remain blocked from session reuse. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and GitHub tools. 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 - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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4039d4f06b |
fix(auth): allow scoped low-trust work and owner-chat instruction edits (#14870)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Low-trust agents must work within their assigned scope. > - Task creation currently rejects these agents before checking assignment permission or scope. > - Persistent instruction saves also reject direct requests from authorized chat owners. > - This PR checks the requested action and its recorded authority instead of denying all such work. > - Agents can organize permitted work and follow their owner's instruction-edit requests while outside work stays restricted. ## Linked Issues or Issue Description **What happened?** Low-trust agents cannot create self-assigned tasks or subtasks, even within their allowed scope. An authorized user also cannot ask an agent in their own Agent Chat to update its managed `AGENTS.md`. Agent-folder collection can hide the permission rejection behind a generic save failure. **Expected behavior** Allow task creation when assignment permissions and project or root-task scope permit it. Allow instruction self-edits during authenticated owner-chat execution, subject to the user's current edit permission. Outside tasks, subtasks, connector messages, and peer agents do not inherit that instruction authority. Explain the actual denial when a save fails. **Steps to reproduce** 1. Configure an active agent with `low_trust_review` and a project or root-task boundary. 2. Ask it to create an in-scope task assigned to itself, or a subtask of its own task. 3. As a user with permission to configure that agent, ask it in your Agent Chat to update its managed `AGENTS.md`. 4. Observe blanket permission denials rather than action-specific checks. **Paperclip version or commit** Rebased onto master at `8ec4b84e1`. This is a core authorization change, independent of adapter choice. **Deployment mode** Authenticated server. Regression coverage uses the server services, HTTP routes, native tool authority, and embedded PostgreSQL. Related work: #14775 adds human-directed task execution. #13599 concerns instruction-path configuration; this PR leaves that configuration restricted. #11988 proposes separate active-review instruction protection. #10693 reports unclear authorization denials on a different API surface. ## What Changed - Apply task-assignment checks to both HTTP creation routes and native task creation, including unassigned work. Preserve low-trust policy and source attribution on the created task and its initial plan. - Allow self-assigned decomposition within the permitted project or root-task tree. Resolve workspace-derived project scope before authorization, and reauthorize existing tasks before duplicate detection returns them. Keep cross-project and peer-assignment checks. - Derive instruction self-edit authority from the accepted run identity and authenticated owner-message wake. Recheck current permissions at save time. Bind retries to the same request and chat session. - Reject inherited instruction authority from outside tasks, subtasks, plugins, connectors, stale sessions, cancelled runs, and peer edits. - Surface permission errors in instruction and agent-folder save receipts. Tell chat agents to explain the rejected action and the specific restriction. - Update the low-trust policy and implementation documentation. ## Verification - All 297 tests in 11 focused server suites pass after the rebase. These cover owner-chat saves, private copies, warm agent directories, reset and retry boundaries, permission revocation, task creation routes, and native tool authority. - After review fixes, all 126 tests in the four affected authorization/chat suites pass. Workspace scope regressions and 146 existing creation/ownership/workspace-route tests also pass. - The final duplicate-task and CI fixes pass all 39 tests across chat-project tools, duplicate creation, environment-selection guards, and assignee-invokability routes. The duplicate-task test reproduced an unauthorized response before the fix and verifies denial plus permitted reuse afterward. - `pnpm --filter @paperclipai/server typecheck` passes after rebasing; `pnpm --filter @paperclipai/server exec tsc --noEmit` also passes after the review fixes. - `git diff --check origin/master...HEAD` passes. - Final head `7e73270b86748792649e4ae6fbc6879f73b42b73`: all 54 checks passed, with two expected skips and no pending or failed checks. This includes builds, typechecking, the full test matrix, end-to-end tests, runner verification, the canary dry run, and security scans. - Greptile is 5/5 on that exact head, with no unresolved review threads. This change has not been deployed to staging. ## Risks This changes authorization behavior. The instruction exception must not become an inherited task permission. The check uses server-owned execution records, requires the agent's own chat and instructions, and keeps normal protected-change and responsible-user checks. Saves fail closed when current provenance or permission is missing. Owner chat grants a turn-scoped capability; the server does not classify the message intent or require approval of the exact new file bytes. Prompt injection within an authorized owner-chat turn remains a model-level risk. This is the requested owner-chat trust boundary, without a new per-edit confirmation flow. No database migration or broad trust-preset change is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code editing, shell tools, and test execution. The exact runtime 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> |
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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> |