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7608255e42953d89fa4e51598e144792ecf08f22
838
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Devin Foley
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7608255e42 |
fix(ui): supersede settled import errors on every payload edit
File selection, conflict rename/confirm/skip, adapter overrides and config, and continue-without-attachments all shape the next import request but did not clear a settled failure, so the persistent panel could keep describing a superseded request. Route them all through the settled-state reset (pending requests remain untouched), and cover the file-selection case in the component tests. |
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Devin Foley
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a4ab7fbdf3 |
fix(ui): lock structural package controls while an import runs
Structural configuration edits (URL, source mode, target, collision strategy) clear the rendered preview, and the import status panels live inside the preview section — so an edit landing mid-import unmounted the running import's progress panel and its eventual failure state. Disable the structural controls while an import is pending, mirroring the preview lockout and its inline explanation; the name and pause fields stay editable since they never unmount the preview. Component tests assert the lockout while pending and the unlock after settle. |
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Devin Foley
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6cffe2f085 |
fix(ui): pin the import outcome to the preview it started from
The import success callback read importPreview from component state, so a preview or configuration change landing mid-import could hand it a different (or no) package's sidebar ordering. The preview now rides along as the import mutation's variable, previewing is locked while an import runs (with an inline explanation), and toggling the pause option after a failure supersedes the failed request like the other payload fields. Component tests cover the lockout and the pause-toggle reset. |
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Devin Foley
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cdf3601923 |
fix(ui): settle superseded preview requests silently
A preview left in flight across a structural configuration change could still publish its result or error, so the page described a package that was no longer selected. Previews now carry a request generation that structural changes bump: a superseded preview keeps its progress panel while running (imports and previews stay attached per the earlier fix) but settles silently — no stale preview render, error panel, or toast. Imports are deliberately not gated: they mutate the server, so their outcome is always published. Component tests cover the silent settle and the current-request failure path. |
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Devin Foley
|
73afbb42b7 |
fix(ui): never detach a pending import request from its progress panel
Config edits during an in-flight preview or import previously reset the mutation to idle, hiding the progress panel while the server request kept running and detaching its outcome from the UI. Only settled mutation state is cleared now; a pending request keeps its panel (and the action buttons stay disabled) until it settles. Component tests exercise config edits while a deferred mutation is pending in both lanes. |
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Devin Foley
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2766dcf17a |
fix(ui): reset stale error panels when the new-company name changes
The new-company name is part of both the preview and import payloads, so editing it also supersedes a failed request. Reset the mutation state on name changes — without discarding the rendered preview, since name overrides are typed against it — and cover the behavior in the component tests. |
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Devin Foley
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37cc66e9d6 |
fix(ui): reset stale mutation state when the import configuration changes
After a failed preview or import, editing the package URL, source mode, target, or collision strategy cleared the preview but left the mutation error state behind, so the persistent error panel kept describing a superseded request (and a stale import error could resurface under a fresh preview). Route all configuration changes through a shared reset that also clears both mutations, and cover the reset in the component tests. |
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Devin Foley
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55d849cedc |
test(ui): cover import progress, error panels, and disabled-state hints
The durable progress/error panels added to the company import page had no test coverage, which also failed the PR quality gate. Add component tests for the disabled-preview hint, the preview and import in-flight panels, and the persistent failure panels (including the too-large package hint), using deferred mutation promises to observe the pending state. |
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Devin Foley
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ebcaa98122 |
feat(ui): durable progress and error state for import preview and apply
Previewing or importing a large package stringifies and uploads tens of megabytes and the server walks thousands of files — minutes of work whose only feedback was a button label flip, and failures only surfaced as an auto-dismissing toast. Both actions now show a persistent progress panel with size-aware copy while pending, failures render as a persistent error panel with retry guidance alongside the existing toast, and a disabled preview button explains itself inline (no package chosen, or package over the inline limit). Tested: ui typecheck, CompanyImport suite. |
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Devin Foley
|
916c13501f |
Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company accumulates real state — issues, labels, blockers, documents, work products, monitors, attachments, agents, routines — and people need to move that state between instances: self-hosted to cloud, cloud back to self-hosted, or plain backups > - The experimental, flag-gated Cloud Sync transport (#6548) tried to solve this host-to-host: the source pushed into a receiver over HTTPS with a cross-instance consent/token handshake, which required the destination to be publicly reachable and broke for common self-hosted topologies (plain-HTTP LAN/VPN origins); the receiver half never landed upstream at all > - Meanwhile the portability bundle and the existing export/import pages already move companies offline with none of those networking constraints — but silently dropped labels, blockers, issue documents, work products, monitors, and every attachment > - This pull request removes the host-to-host transport and makes Import/Export the single data-movement path: the pages become first-class company-settings destinations, exports declare exactly what they do not carry, and bundle schemaVersion 6 now carries all of the above, with attachments as content-addressed sha256 blobs verified before a single row is written > - The benefit is a migration and backup flow that works between any two instances with no reachability requirements, no cross-instance auth, and no silent data loss ## Linked Issues or Issue Description - Refs #6548 — the original Cloud Sync sender this PR supersedes and removes. - Related, not duplicates: #1697 (goals in the portability manifest — orthogonal field addition), #954 (an earlier import/export + skill-visibility proposal predating the current portability bundle). - No open issue describes this directly, so in brief (feature-request shape): **Problem** — moving a company between instances silently lost labels (imports with label references actually hard-failed), blocker relations, issue documents, work products, monitor state, and all attachments, and the alternative Cloud Sync transport required the destination to be publicly reachable over HTTPS plus a consent handshake, which failed for typical self-hosted setups. **Desired behavior** — one Import/Export flow in company settings that produces a portable bundle carrying all of that data, tells the operator up front what it cannot carry, imports with automations paused, and offers real one-click activation afterwards. ## What Changed - New export fidelity report (`GET /api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel on the Export page listing anything a bundle will not include (now only: approvals, cost history, activity history) - Imports accept `pauseAutomations`; imported agents and routines land paused, the import result reports created routines, and the Import page ends in an activation panel that actually resumes selected agents/activates routines - Export and Import pages promoted into the company-settings nav; the Cloud Upstream wizard, ux-lab page, and API client removed; the old settings route redirects to Export - Host-to-host transport removed: upstream-sync/receiver-client routes and services, CLI `cloud connect`/`cloud push` + keypair store, the shared upstream transfer contract, and the `enableCloudSync` flag; migration `0196` drops the two experimental `cloud_upstream_*` sender tables - Bundle schemaVersion 6: labels (definitions + per-task names, remapped by name on import), blocker relations (`blockedBy` slugs, cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`), work products (system refs nulled), monitors (notes/scheduledBy restored, imported un-armed) - Attachments travel as content-addressed `blobs/<sha256>` entries (deduped; comment-scoped attachments re-link via comment index); every blob is hash-verified **before any write**, so a corrupted bundle cannot leave a partially imported company; both zip codecs now round-trip extensionless/binary entries byte-exactly; the Import page preflights the inline body limit and offers continue-without-attachments - v5 (and older) bundles still import, with an informational warning; bundles newer than v6 are rejected cleanly - Docs: board-operator import/export guide, CLI README, README/ROADMAP updated ## Verification - `pnpm -r` typechecks (shared, db incl. migration numbering/safety checks, server, ui, cli) and `pnpm check:token-gates` — clean - Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the only 3 failures being pre-existing on `master` (2× heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port; reproduced identically with this change stashed); ui + cli suites green; the embedded-Postgres export-fidelity suite applies the full migration chain including the new `0196` against a fresh database - Live end-to-end on a scratch instance: seeded a company with labels, a blocker pair, an issue document, a work product, a monitor, an agent, a routine, and two binary attachments (one comment-scoped) → export → import into a fresh company → labels remapped to new ids, blocker edge and document restored, monitor un-armed with notes intact, attachments byte-identical (sha256-compared through the API), agents/routines paused → activation panel resumed them; a v5-shaped bundle imported with only the info warning; flipping one byte in a blob made the import 422 with **zero** rows created - Reviewer repro: create a company with a labeled issue + attachment → Settings → Export → download → Settings → Import on another company/instance → watch the preview, apply with "start paused", then activate ## Risks - Migration `0196` drops `cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables behind a default-off flag; their connection/run history is intentionally discarded - Breaking removals are all of experimental, flag-gated surface: `/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai cloud connect|push`, and the `enableCloudSync` flag (stale keys in stored instance settings parse harmlessly) - Import remains non-atomic on mid-apply errors generally (pre-existing behavior); the new blob verification specifically moved ahead of all writes so tampered bundles cannot create partial state - GitHub-sourced imports do not fetch `blobs/*` and skip attachments with a warning ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with extended thinking, tool use, and subagent orchestration; implementation and review split across Fable 5 subagents, with live end-to-end verification against a running instance ## 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 |
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DottaandPaperclip
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24aa2f516d |
feat(ui): add animated paperclip page loaders (#10456)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work > - Operators regularly pass through full-page loading states while authentication and company context resolve > - Those states currently render as small bare text, which is easy to miss and does not reinforce Paperclip's visual identity > - A shared loading component gives these transitions one accessible, consistent representation > - This pull request introduces an animated paperclip loader and uses it at the existing full-page loading boundaries > - The benefit is a clearer, calmer loading experience with reduced-motion and screen-reader support ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI ### Problem or motivation Full-page authentication, access-gate, and company-context waits use small bare `Loading…` text that is visually weak and inconsistent. ### Proposed solution Use one large centered paperclip loader at those boundaries, drawing the SVG with `currentColor` so it follows the active theme. ### Alternatives considered Keeping text-only states or adding a generic spinner would preserve less of Paperclip's product identity and would continue duplicating loading markup. ### Roadmap alignment This is tightly scoped UI polish and does not duplicate a planned roadmap capability. ### Additional context Internal coordination task PAP-15760 requested this focused change. ## What Changed - Added `AnimatedPaperclipIcon`, a theme-aware SVG whose stroke draws in a loop. - Added `PaperclipLoading`, a large full-viewport centered loader with `role="status"` and an `sr-only` `Loading…` label. - Added a static fully drawn fallback under `prefers-reduced-motion: reduce`. - Replaced bare loading text in `CloudAccessGate`, the Auth session check, and three company-context redirects. - Used token-safe Tailwind utilities throughout the component. - Added focused coverage for the status semantics and the Auth layout height override. ## Verification - `pnpm check:token-gates` - `pnpm -C ui exec tsc -b` - `pnpm -C ui exec vitest run src/components/AnimatedPaperclipIcon.test.tsx` - `pnpm -C ui exec vitest run src/App.test.tsx src/App.cases-routing.test.tsx` — 8/8 tests passed - Visually checked light and dark loading states; the screenshot below shows both themes.  ## Risks - Low risk: this changes presentation only at existing loading branches. - Motion-sensitive users receive a static, fully drawn paperclip through the reduced-motion media query. - Screen readers retain a concise loading announcement through the status role and visually hidden label. > 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 (exact service build ID and context-window size are not exposed in this environment), with reasoning, repository inspection, shell tool use, code execution, and image 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 all deployment details available to this environment - [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 found none - [x] I have described the issue in-PR following the feature-request fields - [x] I included the task-mandated internal parent reference and no private instance URL - [x] I preserved the task-mandated existing branch name without renaming it - [x] I have run scoped tests locally and they pass - [x] I added focused component coverage for the new loading state - [x] No documentation update is required for this presentation-only change - [x] I have considered and documented the 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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Devin FoleyandPaperclip
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4c8d92f086 |
fix(ui): leave agent detail after termination (#10451)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The agent detail page lets operators inspect one agent and run lifecycle actions from that context > - Terminated agents are removed from the normal active-agent surface, so the current detail route may no longer be fetchable after termination > - Before this change, terminating an agent from its detail page invalidated agent queries while leaving the browser on the now-stale detail route > - That refetch could surface an "Agent not found" error even though the terminate action itself succeeded > - The shared action button already owns the terminate mutation, so it can notify detail-page callers when termination succeeds > - This pull request redirects the detail page back to the agents list after a successful terminate action > - The benefit is that operators land on a valid route and the Back button does not return them to the stale terminated-agent detail route ## Linked Issues or Issue Description No direct public GitHub issue or PR was found for this detail-page termination flow. ### What happened? After terminating an agent from its detail page, the UI could remain on that agent's detail route and show an "Agent not found" error after query invalidation/refetch. ### Expected behavior Once termination succeeds, the operator should leave the now-stale detail page and land on a valid agents view. ### Steps to reproduce 1. Open a non-built-in agent detail page. 2. Use the overflow actions menu to terminate the agent. 3. Observe the post-termination route/error state. ### Paperclip version or commit Current `master` before this PR. ### Deployment mode Browser UI behavior, independent of a specific deployment mode. Duplicate search: searched public GitHub issues and PRs for `agent not found terminate`, `terminate agent detail`, and `Agent not found`; no direct duplicate or viable in-flight PR was found. ## What Changed - Added an optional `onTerminateSuccess` callback to `AgentActionButtons`, fired only after the shared terminate mutation succeeds. - Wired `AgentDetail` to replace-navigate to `/agents/all` after successful termination. - Extended `AgentActionButtons` coverage for the terminate success path, including API args, callback payload, and query invalidations. ## Verification - `corepack pnpm exec vitest run ui/src/components/AgentActionButtons.test.tsx` - `corepack pnpm check:token-gates` - `git diff --check origin/master..HEAD` - Local diff scan for obvious tokens, credential filenames, and email addresses found no matches. ## Risks Low risk. The new callback is optional, only fires for successful terminate actions, and preserves existing behavior for other `AgentActionButtons` callers. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), tool use enabled for repository inspection, editing, local verification, and GitHub CLI operations. Context window details were not exposed by the 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> |
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DottaandPaperclip
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1452d5f413 |
perf(ui): warm issue detail navigation (#10416)
## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI-agent companies > - The board UI opens issue details from lists, quicklooks, and the inbox > - Those navigation paths already have enough issue data to paint the header immediately, but the comment feed still waits for its first request > - That delay makes repeat navigation feel cold and can briefly show an empty thread before comments arrive > - This pull request centralizes the comment page shape, prefetches issue detail plus the first comment page, and renders a reserved skeleton while an uncached page is loading > - The benefit is faster, stable warm navigation without coupling this change to the separate aggregate issue-detail API work ## Linked Issues or Issue Description - **Subsystem affected:** `ui/` — React + Vite board UI - **Problem or motivation:** Opening an issue from an already-loaded list still waits for the first comments request and may flash the empty-thread state, making warm navigation feel slower than necessary. - **Proposed solution:** Prefetch the issue-detail snapshot and first comments page from every issue navigation entry point, reuse one page-size constant for prefetch and render queries, and show the existing chat skeleton until the uncached initial page resolves. - **Alternatives considered:** Relying only on detail-query prefetch leaves comments cold; bundling this with the aggregate issue-detail endpoint would make the UI improvement harder to review and land independently. - **Roadmap alignment:** `ROADMAP.md` has no overlapping issue-navigation initiative. This is a focused board responsiveness improvement. - **Related pull requests:** #10409 establishes the issue-detail performance baseline; #10414 reduces server-side issue-detail request overhead. ## What Changed - Added one shared issue-comment page-size constant used by rendering and prefetching. - Added first-page comment prefetching and a combined navigation prefetch helper. - Wired quicklook, issue-list keyboard navigation, and inbox navigation to warm both caches. - Kept the existing chat skeleton visible while the first uncached comment page loads. - Added focused cache behavior tests for comment and combined navigation prefetching. ## Verification - `vitest run ui/src/lib/prefetchIssueComments.test.ts` — 3 tests passed. - `tsc -b ui` — passed. - `pnpm check:token-gates` — passed. ## Risks - Low risk: this adds background prefetch requests on intentional issue navigation/hover paths. React Query stale-time deduplication prevents repeat requests while the cache is fresh. - The change intentionally remains independent of the separate aggregate `getView` work and composes with it through the same query keys. > 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 coding agent, exact model `gpt-5.6-sol`; context-window size was not exposed; reasoning mode with repository tool use and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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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Devin FoleyandPaperclip
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c274f10abc |
feat(server): computed owner instance-admin elevation for cloud-managed instances, behind platform floors (#10343)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Cloud-managed instances authenticate tenant users through a trusted-header path (`resolveCloudTenantActor`) that deliberately never grants `instance_admin`, so every tenant user is company-scoped > - On a dedicated (single-owner) managed instance that leaves the paying owner unable to administer their own instance: instance settings, the environments admin surface, and the custom sandbox image flow are all instance-admin gated (the environments UI can't even show the provider/image of the platform sandbox because the restricted read view blanks `config` entirely) > - Re-granting the old blanket `instance_user_roles` row would repeat the mistake the shared-pool hardening fixed: DB rows go stale, resurrect via restores, and elevate through every auth path > - This pull request elevates only the stack `owner`, computed per request at the trusted-header boundary behind a new managed-tier feature flag, and ships that elevation together with code floors on the platform-owned surfaces an instance admin must not control on a managed instance > - The benefit is that dedicated-stack owners can administer their own instance while platform credentials, execution policy, backups, and runtime code-install stay platform-owned, and self-hosted behavior is unchanged ## Linked Issues or Issue Description No public GitHub issue exists for this change; the underlying issue is described here following the feature-request template. ### Problem or motivation - On cloud-managed instances, tenant users resolved from trusted headers are always company-scoped. For dedicated instances with a single paying owner, the owner cannot reach any instance-admin surface of their own instance (instance settings, environments administration, custom image setup), and the restricted environment read view hides even structural fields like the sandbox provider and image. - The previous hardening intentionally removed blanket elevation (and purges stale `instance_user_roles` rows on every trusted-header authentication). That protection must not regress for shared multi-tenant pools. ### Proposed solution - Owner-only, computed, flag-gated elevation plus code floors on platform-owned surfaces, in one PR so the elevation can never ship without the floors. ### Alternatives considered - Re-inserting an `instance_user_roles` row for owners (the pre-hardening model): rejected — DB rows go stale, survive restores, and elevate through every auth path; #7525 removed exactly this. - Widening only the environments read view without any elevation: rejected — it fixes one screen but still leaves a dedicated-instance owner unable to administer instance settings or custom images. - Elevating additional stack roles (`member`/`admin`/`support`): rejected — only the owner has an ownership claim over the whole instance; other roles stay company-scoped. ### Roadmap alignment - Extends the shipped "Cloud deployments" roadmap work (multi-tenant isolation, company-scoped cloud tenants, managed-instance bootstrap) without overlapping planned core items, and leaves self-hosted behavior unchanged. ## What Changed - **New feature key** `enableOwnerInstanceAdmin` (`packages/shared`): boolean flag in `instanceExperimentalSettingsSchema`, catalog tier `managed`, `cloudDefault: true`, `selfHostedDefault: false`. Inert on self-hosted instances — the elevation path only exists behind the cloud tenant trust token. - **Computed elevation** (`server/src/middleware/auth.ts`): `resolveCloudTenantActor` now returns `isInstanceAdmin: true` only when the trusted-header stack role is `owner` **and** the flag is enabled. The flag is resolved through the instance-settings service so the managed-config overlay applies (the control plane can disable elevation fleet-wide without touching tenant databases; a DB row edit or restore cannot resurrect it). Resolution fails closed on settings read errors. The `instance_user_roles` never-insert and the per-request stale-row purge are byte-identical. `member`/`admin`/`support` stack roles stay company-scoped. - **Authorization guard split** (`server/src/services/authorization.ts`): the blanket-allow now trusts the actor's *computed* `isInstanceAdmin` flag (only the attested resolver can set it for `cloud_tenant` actors) while keeping the `instance_user_roles` DB lookup excluded for `cloud_tenant` — a stale or hand-inserted role row still elevates nothing. - **Floor F1 — platform environment credentials** (`server/src/routes/environments.ts`): on cloud-managed instances, platform-provisioned environment rows (`managedByPaperclip` marker, plus the legacy managed-Kubernetes marker) use a single floored view for every reader on all environment routes (list, get, create, update, delete responses): `envVars` are never echoed and credential-shaped `config` keys (reusing the managed-config `SECRET_LIKE_CONFIG_KEY_PATTERN`) are dropped — for **all** actors including instance admins — while structural config (provider, image, template, region, …) and the managed markers stay visible. This also fixes the environments UI for managed sandboxes, which previously lost the provider/image entirely in the restricted view. The floor also covers writes: `PATCH /environments/:id` and `DELETE /environments/:id` on a platform-provisioned row are rejected (403, `environment_platform_managed`) for every actor including instance admins, and the guard binds to the persisted row's markers so a patch cannot strip the managed marker to lift the floor. The one recovery path is a metadata-only PATCH that solely clears the marker keys (null/false), for rows stamped through the old unrestricted API before the markers became reserved — and it never applies to a row whose slot markers are live platform state: the single local row (`environments_local_driver_idx`), which `ensureLocalEnvironment` adopts and stamps on cloud-managed instances from every caller (company creation, the heartbeat, run orchestration), and the single marked sandbox row (`environments_managed_sandbox_idx`) while a managed-sandbox bootstrap path is configured (managed-config `environments` section or `PAPERCLIP_EXECUTION_MODE=kubernetes`) and the provisioner therefore adopts and refreshes it on every boot. Clearing a live slot row's markers would let the next write reclassify it as tenant-managed and bypass the floor; conversely, when no sandbox provisioning path is configured the platform holds no claim on any sandbox row, so a platform marker there is stale by definition and the recovery patch applies. Every marker outside a live slot is clearable, so no legacy row is ever locked permanently. Custom-image setup and probes on the platform sandbox stay available to instance admins — those are the owner-facing flows this elevation exists for. The marker keys themselves are reserved: client create/update payloads that set `managedByPaperclip` or `managedKubernetesSandbox` are rejected (422, `environment_platform_marker_reserved`) on cloud-managed instances, so a tenant row can never be stamped platform-provisioned through the API and self-locked behind the write floor (the provisioner writes markers at the service layer, not through these routes). Tenant-created environments are otherwise unaffected. - **Floor F2 — executionMode** (`server/src/routes/instance-settings.ts`): on cloud-managed instances, `PATCH /instance/settings/general` rejects writes that would change `executionMode` (403, `execution_mode_platform_managed`). Same-value echoes pass so settings forms that submit the full general-settings object keep working. The boot-time execution-policy bootstrap path is untouched (it calls the service directly). - **Floor F3 — manual database backups** (`server/src/routes/instance-database-backups.ts`): floored off on cloud-managed instances (403, `database_backups_platform_managed`); backups are platform-owned there, and the result would also echo a server-side filesystem path. - **Floor F4 — adapter code install** (`server/src/routes/adapters.ts`): `POST /adapters/install` and `POST /adapters/:type/reinstall` are floored off on cloud-managed instances (403, `adapter_install_platform_managed`). Adapter packages execute in the server process, so a runtime install would let an instance admin read the platform trust anchors out of the process environment. This mirrors the existing bundled-only plugin install floor; adapter code on managed instances comes bundled with the platform image. ## Instance-admin surface audit Before widening who can hold `isInstanceAdmin`, every instance-admin-gated surface in `server/src` was enumerated and reviewed for whether its response or side effects could echo process environment values or platform credentials (tenant trust token, JWT signing keys, database connection strings, provider API keys): 29 distinct gate definitions covering ~90+ call sites, in four groups — sole instance-admin gates (12), instance-admin-or-company-permission gates (10), response-shaping/scope-widening sites (6), and the central `allow_instance_admin` short-circuit in the authorization service (58 `decide()` call sites). Findings and dispositions: - **Environment read/write responses** exposed platform sandbox `envVars`/credential-shaped config to instance admins → closed by floor F1. - **Manual backup trigger** echoed a server filesystem path and triggers a platform-owned operation → closed by floor F3. - **Adapter install/reinstall** loads externally fetched code into the server process (indirect, complete env exposure) → closed by floor F4. The sibling plugin-install path already had a bundled-only floor on managed instances and needed no change. - **Token-minting surfaces** (gateway tokens, custom-image terminal/connection tokens) mint credentials scoped to the instance's own resources, not platform trust anchors → acceptable for an owner-admin of a dedicated instance; unchanged. - All remaining gated surfaces return ordinary instance-scoped business data; none echo `process.env` or platform secrets directly. OAuth client secrets are referenced by env-var *name* only; SSH private keys are stored as secret refs before persistence and are not echoed. Operational note for managed platforms: this model assumes the process environment of a managed instance holds only that instance's own credentials. Platform operators should keep provider credentials per-instance (never fleet-shared) since an instance admin ultimately controls in-process code on their own instance. ## Verification - `pnpm vitest run server/src/middleware/cloud-tenant-actor.test.ts` — resolver matrix: owner × flag on/off, flag via managed overlay (on-over-DB-off and off-over-DB-on), member/admin/support × flag on, no-token self-hosted, fail-closed settings read, purge still runs and no role row is ever inserted (14 tests). - `pnpm vitest run server/src/__tests__/authorization-service.test.ts` — computed flag elevates a `cloud_tenant` actor; a stale `instance_user_roles` row still never does; `session` actors unchanged (full suite, embedded Postgres). - `pnpm vitest run server/src/__tests__/environment-routes.test.ts` — F1: no secret echo to admins on get/list, structural config visible to restricted readers, platform-row PATCH/DELETE rejected for admins (including a marker-stripping patch), marker-clear recovery allowed for stale legacy rows and for a marked sandbox row when no provisioning path is configured, but refused on the managed local row and on the sandbox slot row under a managed-config `environments` entry or the forced kubernetes execution mode, client marker-stamping creates/patches rejected, tenant rows still readable and writable, self-hosted read+write regression (60 tests). - `pnpm vitest run server/src/__tests__/environment-service.test.ts` — `ensureLocalEnvironment` adopts a pre-existing local row on cloud-managed instances (marker stamped, other metadata preserved, idempotent — no rewrite on re-ensure) and leaves self-hosted rows untouched (22 tests, embedded Postgres). - `pnpm vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-database-backups-routes.test.ts` — F2 change-vs-echo matrix incl. self-hosted regression; F3 floor for both admin shapes (32 tests). - `pnpm vitest run server/src/__tests__/adapter-routes-authz.test.ts` — F4 floor; self-hosted install/reinstall behavior unchanged (existing cases). - `pnpm vitest run server/src/__tests__/first-admin-claim.test.ts server/src/__tests__/bootstrap-claim-routes.test.ts server/src/__tests__/managed-config.test.ts server/src/__tests__/health.test.ts server/src/__tests__/instance-settings-managed-overlay.test.ts server/src/services/managed-environments.test.ts server/src/services/execution-policy-bootstrap.test.ts` — first-admin bootstrap gate and managed-config behavior unchanged (91 tests). - `pnpm vitest run packages/shared/src/feature-catalog.test.ts` — catalog/schema sync tests cover the new key (selfHostedDefault must equal the schema default). - `pnpm run typecheck` — all 31 workspace projects clean. ## Risks - Self-hosted behavior is unchanged: every floor binds to `isCloudManagedInstance()` (tenant trust token present), the new flag defaults off with no elevation path, and regression tests pin the self-hosted branches. - The elevation is fail-closed and stateless: turning the flag off (managed overlay or DB) de-elevates on the next request; there is no role row to clean up and restores cannot resurrect elevation. - On a cloud-managed instance a pre-existing unmarked local row is adopted (stamped `managedByPaperclip`) by the next ensure and becomes platform-owned — the intended managed-product semantic: the platform owns the single local slot. Self-hosted instances are untouched. - F1 widens restricted readers' view of platform-provisioned rows from fully blanked `config`/`metadata` to structural-only `config` plus markers. Platform-delivered config is guaranteed secret-free by the managed-config contract (secret-shaped keys fail startup), and the floor re-drops secret-shaped keys defensively. - One extra instance-settings read per trusted-header request for owner-role actors (the resolver already performs several queries per request). ## Model Used Claude Fable 5 (Anthropic) — model id `claude-fable-5`, extended thinking enabled, agentic tool use via Claude Code; read-only explore subagents on the same model were used for the surface audit sweep. ## 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 - [ ] 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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DottaandPaperclip
|
c3bd0c5d50 |
feat(skills): add beta releases for the core Paperclip skill (#10228)
## Thinking Path > - Paperclip is the open source control plane people use to organize and operate AI-agent companies. > - Agent behavior depends partly on the bundled Paperclip core skill synchronized into each runtime. > - The existing database and runtime plumbing already supports immutable skill-version snapshots and per-agent version selections, but no product workflow exposed that capability. > - Replacing the live bundled skill globally would make champion adoption risky and difficult to compare across agents. > - This pull request adds an experimental, instance-level beta-skills gate plus a repository release registry, immutable seeded releases, enforcement, and a per-agent release picker. > - The benefit is controlled per-agent evaluation of frozen core-skill releases while the default-off path remains behaviorally unchanged. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `server/`, `ui/`, `packages/db`, and `packages/shared`. ### Problem or motivation Paperclip needs a safe way to evaluate improved versions of its core operating skill without globally replacing the live default. Today the version-snapshot and per-agent pin plumbing exists, but operators cannot use it. A global replacement would make regressions difficult to contain and would prevent controlled comparisons across agents. ### Proposed solution Add a default-off instance experiment that exposes immutable, named core-skill releases. When enabled, operators can pin each agent to a seeded release; when disabled, every agent resolves the live default while saved pins remain intact. Validate pinned writes at the API boundary, gate reads at runtime, and expose the selection in the agent Skills tab. ### Alternatives considered - **Replace the bundled core skill globally:** rejected because it changes every agent at once and provides no rollback/isolation boundary. - **Ship releases as separate skills:** rejected because releases are versions of one core capability, not independently enabled skills. - **Store release snapshots only outside the repository:** rejected because repository provenance and hashes make builds reproducible and reviewable. ### Roadmap alignment This extends the Skills Manager / Skill Studio direction in `ROADMAP.md` by making core-skill versions operable per agent. It does not duplicate another open implementation PR; GitHub searches found no related `enableBetaSkills` change. ### Additional context The feature remains experimental and default off. The V7 champion was selected through a multi-model evaluation process, and the frozen release contents are verified by SHA-256 below. ## What Changed - Added the default-off instance-level `enableBetaSkills` experimental flag. - Added `skills-releases/paperclip/` with the ordered release registry and frozen `v0` plus `v7-roster` snapshots. - Added release metadata to `company_skill_versions` and idempotent release seeding. The migration was planned as `0191`, then renumbered to `0192` because current `master` claimed `0191` before final rebase. - Added read-time gating and write-time validation so disabled instances always resolve the live default and reject pinned-version writes. - Added the per-agent Release picker in the agent Skills tab, including responsive layout and beta-pin state. - Kept `EDITS.md` out of the release registry and PR diff. ### V7 Adoption Evidence - Paid roster: 6 models, 94-case suite. - Result: 553/564 pass-within-2, mean 92.17/94, versus the P2 baseline of 544/564. - Reference model improved 84→91; maximin improved 84→90. - Final report: https://pages.paperclip.ing/skills/optimization/paperclip/pap-14624-p3-final-20260721/ ### Provenance - `v7-roster` is the Phase 1 champion plus additions-only edits E107–E112. Per-edit rationale remains in the evals repository at `source/v7-roster/EDITS.md` and is deliberately excluded from this PR. - `v0` is the `skills/paperclip` tree from commit `ea66ea81`. - Champion selection was accepted on July 21, 2026 via board card `9c304fc2` (PAP-14624 G3). - This delivery mechanism was accepted on July 24, 2026 via plan revision `2367abd2` (PAP-14858). ### QA Evidence - P4 QA matrix comment `b7f40522-4e9b-4a3a-9821-28e86fe1a987`: all 6 acceptance criteria passed. - Automated QA matrix: 166 tests passed with 0 failures, including real filesystem materialization and full SHA-256 assertions. - UI QA exercised the real agent Skills tab at desktop and mobile widths with the experimental flag both on and off. ## Verification - `pnpm check:token-gates` - Focused beta-release matrix: 169 tests passed across shared validators, server services/routes/heartbeat behavior, instance settings UI, and release picker UI. - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run`: server and UI partitions passed; one CLI doctor test inherited temporary AWS credentials from the agent heartbeat and expected no static credentials. The isolated rerun with `AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`, and `AWS_SESSION_TOKEN` unset passed 8/8. - V7 SHA-256: - `SKILL.md`: `53ab290489684cbf116fdd1406a95f6b6f53c9c36358b1bf8bfeae481e253575` - `references/cases.md`: `3b821f59064a7761091020a14819a8d787131f24029748563d6c0e1be7e6eaec` - `references/workflows.md`: `69747bd6e05f7e3673d1e67b07ff295df1869c05e1fd029804d5fa9177db92cd` - Confirmed 49 changed files, no `pnpm-lock.yaml`, no workflow changes, and no `EDITS.md`. ## Risks - **Migration:** low-to-moderate risk. Three nullable columns and one partial unique index are added idempotently; existing rows remain valid. - **Behavior:** low risk while the flag is off because read-time resolution forces the live default and saved pins are preserved but inactive. - **Frozen content:** release snapshots intentionally diverge from future live skill edits; provenance and hashes make that divergence explicit and reproducible. - **UI:** low risk. The picker only renders for the bundled core skill when the experimental flag is enabled and seeded releases exist. > This extends the existing Skills Manager / Skill Studio direction described in `ROADMAP.md`; it does not duplicate another open implementation PR. The GitHub PR search found no related `enableBetaSkills` change. ## Model Used - OpenAI Codex using `gpt-5.5` with reasoning and terminal/code-execution tools; context-window size is not exposed by this runtime. Earlier implementation commits also record Claude Opus 4.8 assistance where applicable. ## 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 - [ ] I have not referenced internal/instance-local Paperclip issues or links (required governance identifiers are included above; no internal URL is included) - [ ] My branch name describes the change and contains no internal Paperclip ticket id (the approved delivery plan mandated this shared branch name) - [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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DottaandPaperclip
|
8339bcc7e7 |
fix(ui): keep decision training under decisions (#10181)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators review decisions and turn useful outcomes into training examples > - The training library belongs to the Decisions surface, but its routes and entry point appeared as a separate top-level destination > - That mismatch made the training icon feel disconnected and left internal links pointing at legacy `/training` URLs > - This pull request nests the training library and inspector under `/decisions/training`, keeps legacy URLs working through redirects, and uses one route helper everywhere > - The benefit is a clearer Decisions workflow without breaking existing bookmarks or links ## Linked Issues or Issue Description Refs: #9718 Refs: #9779 **Problem:** The Decisions page exposed training as a labeled header action while the training library lived at the unrelated top-level `/training` route. Links across the UI duplicated that legacy path. **Expected behavior:** Training should be an icon action alongside the other Decisions controls, and training library/record URLs should live under `/decisions/training` while old URLs continue to redirect. **Steps to reproduce:** 1. Open the Decisions page. 2. Observe the separate labeled Training button in the page heading. 3. Open a training record and note the top-level `/training/...` URL. **Version/commit:** Current `master` before this PR. **Deployment mode:** All UI deployment modes. ## What Changed - Move the training library and inspector routes under `/decisions/training`. - Redirect legacy `/training` and `/training/:id` URLs to the new locations. - Add `decisionTrainingHref()` and use it for training links and navigation. - Place the Training icon action with the Decisions filter and sort controls. - Add focused tests for library and record URL generation. ## Verification - `pnpm exec vitest run ui/src/lib/decisionTraining.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build` - `pnpm check:token-gates` ## Risks - Low risk: the change is limited to client-side routes and navigation. - Existing `/training` bookmarks remain supported through replacement redirects. - No API, database, migration, dependency, or workflow changes. > 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 using GPT-5.4 with reasoning, repository tool use, shell execution, and code/test verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0cf64d36a5 |
feat(secrets): write through external values and deep-link details (#10196)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Its secrets subsystem can resolve external references such as AWS Secrets Manager values without copying those values into Paperclip custody. > - Operators also need to rotate a referenced secret's value while preserving the same provider reference for consumers inside and outside Paperclip. > - Previously, external-reference rotation could only retarget metadata, and secret detail sheets were driven by local component state rather than shareable navigation state. > - This pull request adds an optional provider write capability, implements AWS Secrets Manager write-through rotation, and exposes capability-aware rotate modes in the UI. > - It also makes secret and each-user definition detail sheets URL-driven and adds a copy-link action. > - The benefit is that operators can update the canonical external value safely while keeping AWS rotation tracking intact, and they can share or navigate directly to secret details. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`server/`, `ui/`, and `packages/shared`). ### Problem or motivation External-reference secrets can follow a provider-managed value, but Paperclip could not write a replacement value back to providers that support it. Operators had to leave Paperclip, update the value separately, and then return without an auditable Paperclip rotation record. Secret detail sheets also could not be shared or restored through browser history because their selection lived only in component state. ### Proposed solution Add an optional `updateExternalSecretValue` provider capability and surface it as `supportsExternalValueWrites`. Implement AWS writes with `PutSecretValue` while leaving the resolution `versionId` unset so future reads continue following `AWSCURRENT`. Add write-value and retarget modes to the rotate dialog for capable providers. Drive secret detail selection from `?secret=` / `?definition=` query parameters and provide a copy-link action. ### Alternatives considered Converting an external reference into a Paperclip-managed secret would break consumers that depend on the existing provider reference. Pinning reads to the newly written AWS version would prevent later out-of-band rotations from flowing through. Keeping sheet selection only in React state would not support browser Back or shareable links. ### Roadmap alignment This extends the completed “Secrets Manager with per-agent access” roadmap capability; it does not duplicate a separate planned roadmap item. Public GitHub searches found no duplicate or closely related issue or PR. ### Additional context The PR includes focused provider, service, and UI render coverage. Cutter also generated previews for the deep-linked detail sheet and capability-aware rotate modes. ## What Changed - Added optional external-value write support to the secret provider contract and provider descriptors. - Implemented AWS Secrets Manager write-through with `PutSecretValue`, audit material, and compensation when persistence fails after the provider write. - Allowed `secretService.rotate()` value updates for external references while rejecting ambiguous value-plus-retarget combinations and unsupported providers. - Added capability-aware “Write new value” and “Change reference” rotate modes with updated custody and action copy. - Made secret and each-user definition detail sheets source their selection from URL query parameters, compose with folder paths, close through browser history, and expose a copy-link action. - Added provider, service, and UI render coverage for write-through, rollback, capability messaging, dialog modes, and deep links. ## Verification - `pnpm vitest run server/src/__tests__/aws-secrets-manager-provider.test.ts` — 18 passed. - `pnpm vitest run server/src/__tests__/secrets-service.test.ts` — 75 passed. - `pnpm vitest run ui/src/pages/Secrets.render.test.tsx` — 31 passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed with all gates clean. ## Risks - External value writes affect the canonical provider secret and therefore all consumers of that AWS secret; the UI explicitly labels this custody behavior. - A provider write can succeed before Paperclip persistence fails. The service records the written version and AWS support includes compensation coverage to restore the prior value where possible; unrecoverable failures return explicit audit-safe error details. - URL-driven sheet state changes navigation behavior; render tests cover deep links, Back/close behavior, and composition with folder query state. - No database migration or breaking API requirement is introduced; providers without the optional capability retain reference-only behavior. > 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 using exact model ID `gpt-5.6-sol`, high reasoning mode, Codex CLI `0.142.5`, with repository, shell, Git, GitHub CLI, and code-execution tools. The runtime did not expose a context-window size. - Earlier implementation commits were assisted by Anthropic `Claude Fable 5` as recorded in their commit trailers; the exact backend model ID and context-window size were not preserved in the workspace metadata. ## 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, or confirmed no documentation change is required - [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: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
ab2bdfeebb |
feat(routines): activity-gated advanced run policy (editor + run rows) (#10225)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Scheduled routines provide recurring control-plane work without manual intervention. > - The activity gate (`activity_gate_policy` / `activity_gate_scope`) lets a scheduled routine skip a tick when nothing has happened since its last run, so watcher-style routines stay asleep while the system is settled instead of burning tokens every tick. > - The scheduler, database columns, and the create/update API for those fields already landed (see #9438), but there was no way for an operator to actually set the policy from the routine editor, and the runs list rendered gated skips as bare "skipped" rows with no "why". > - This pull request adds the editor control and the run-row labels: the Delivery section gets an "Advanced run policy" picker plus a scope selector, and skipped runs explain why they were skipped. > - The benefit is that the activity gate becomes discoverable and usable end-to-end from the UI, closing the loop on the feature the API already supports. ## Linked Issues or Issue Description - Refs #8534 — activity gate for scheduled routines. - Builds on #9438 (merged) which exposed the activity-gate create/update API and the `Routine` response fields this UI reads and writes. This PR is the editor/UI companion to that API work. ## What Changed - **Routine editor — Advanced run policy control** (`ui/src/components/routine-sections/editable-sections.tsx`): the Delivery section gains a `RadioCardGroup` to choose between *Run on every scheduled tick* (default) and *Skip when there's been no activity since the last run*. When gating is enabled, a second scope picker (*Company-wide* / *This project*) appears. The control is **disabled with an explanatory hint** — rather than hidden — when the routine has no schedule trigger, since the gate only affects scheduled ticks (webhook/manual/API fires are themselves activity and always run). This keeps the capability discoverable. - **Edit-draft plumbing** (`ui/src/components/routine-sections/context.tsx`, `ui/src/pages/RoutineDetail.tsx`): `activityGatePolicy` / `activityGateScope` flow through the edit draft, the delivery section's dirty-field detection, the save payload, and revision restore, matching how `concurrencyPolicy` / `catchUpPolicy` are handled. - **Run-history skip reasons** (`ui/src/lib/routine-run-display.ts`): skipped run rows now render a human-readable "why" — `no_external_activity` → "Skipped — no activity since last run", plus labels for `paused` and `worktree_execution_cutoff` — instead of a bare status. - Storybook fixture updates for the new routine fields, plus focused run-display coverage for the skipped-run labels. ## Verification - `pnpm exec vitest run ui/src/lib/routine-run-display.test.ts` — 11 tests passing. - `pnpm --filter @paperclipai/ui typecheck` — clean. - `pnpm check:token-gates` — all token gates clean. - `pnpm --filter @paperclipai/ui build` — production build succeeds. - Current-head GitHub CI for `9f9af8ecccfadcdc4a3afab313aafad81cbd1112` — all checks pass (Storybook visual check skipped by workflow policy). ## Risks - **Low risk.** UI-only change; no schema/migration and no server changes (the API and columns already shipped in #9438). Fields are optional and default to the pre-feature behavior (`always` / `company`), so existing routines are unaffected. The scope picker only renders when gating is turned on, and the whole control is inert without a schedule trigger. ## Model Used - Claude Opus 4.8 (`claude-opus-4-8`, 1M context), extended thinking, with tool use (repo edit + shell verification). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
4c55f0d8da |
fix(inbox): hide external object summaries (#10020)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The inbox helps operators scan and act on tasks that need attention > - Inbox task rows currently include external-object summary markers alongside the core task information > - Those markers add a column of visual noise that is not needed for inbox triage > - External-object data must remain available to the inbox filters even when the row marker is removed > - This pull request stops passing external-object summaries into inbox rows and adds regression coverage > - The benefit is a cleaner inbox while preserving external-object filtering behavior ## Linked Issues or Issue Description - Refs #4556 - **Problem:** Inbox task rows display external-object summary markers that operators do not need for triage. - **Expected behavior:** Inbox rows omit the external-object marker, while filters that depend on external-object summaries continue to work. ## What Changed - Removed the external-object summary prop from inbox task rows. - Added a regression test that provides external-object summary data and confirms the inbox row does not render its marker. - Kept external-object summary loading intact for inbox filtering. ## Verification - `pnpm exec vitest run ui/src/pages/Inbox.test.tsx` — 18 tests passed. - `pnpm check:token-gates` — reproduces five pre-existing `#9627` color-literal violations; this PR adds no token values or new gate violations. ## Risks - Low risk: the change removes one optional presentation prop from the inbox row call site and leaves filtering data flow unchanged. - Regression coverage verifies summary data no longer produces the removed inbox marker. > 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-5.4, tool-enabled coding agent with shell and code execution; reasoning enabled; context-window size not exposed by the 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> |
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DottaandPaperclip
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30ff3d7c58 |
feat(routines): expose activity gate API (#9438)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Scheduled routines provide recurring control-plane work without manual intervention > - The new activity gate can suppress scheduled runs when no external work occurred > - The core scheduler and database support landed without a public create/update contract > - Agents, operators, and managed plugins need validated fields plus discoverable semantics to opt in safely > - This pull request exposes the activity gate through routine APIs, revisions, plugin contracts, tests, and skill documentation > - The benefit is backward-compatible control over idle scheduled work without losing activity-triggered follow-up ## Linked Issues or Issue Description - Refs #8534 ## What Changed - Added shared activity-gate policy and scope enums with create/PATCH validation. - Persisted activity-gate fields through routine creation, updates, revision snapshots, pipeline snapshots, and revision restores. - Defaulted legacy revision snapshots during restore and added regression coverage for pre-field snapshots. - Extended managed-plugin routine declarations, production reconciliation, and the SDK test harness to preserve non-default gate settings. - Added end-to-end API coverage for create/PATCH/list/detail round-trips, defaults, and invalid enum rejection. - Documented schedule-only semantics, activity windows, own-run/read-action exclusions, scopes, and an hourly quiet-night watcher example. ## Verification - `pnpm exec vitest run packages/shared/src/validators/routine.test.ts server/src/__tests__/routines-service.test.ts server/src/__tests__/routines-e2e.test.ts` - `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts packages/plugins/sdk/tests/testing-actions.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/routines-service.test.ts -t 'activity gate|preserves declared activity gate settings|resolves routine agent and project refs'` - `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/plugin-sdk typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - GitHub CI: all final-head checks green; Storybook visual regression skipped by path rules. - Greptile: 5/5 with no unresolved review threads. ## Risks - Low risk: defaults remain `always` and `company`, preserving existing routine behavior and old revision snapshots. - Managed plugin manifests can now declare the same validated gate settings as the public routine API; omitted values retain core defaults. - Revision snapshots now include the new fields so policy changes are not lost or treated as no-ops during restore. > For core feature work, checked `ROADMAP.md`: this extends the existing Scheduled Routines roadmap item and does not duplicate a separate planned capability. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with repository tool use and code execution; context-window size was not exposed by the 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> |
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DottaandPaperclip
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8f08ec5ce6 |
feat(status-cards): join summary-mentioned issues to watched set (#10205)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Status cards summarize changing company work and watch issues so later changes can produce useful deltas > - A summary can explicitly reference issues that are important to the update even when those issues do not match the card's configured queries > - Previously, those referenced issues were not retained in the watched set, so their later status, assignee, or comment changes could be missed > - The watched snapshot must avoid artificial additions or removals caused only by a summary changing which issues it references > - This pull request resolves issue references when a summary is written, persists them, and joins them to the watched snapshot with stable delta semantics > - The benefit is that status cards continue tracking the exact issues their latest update called out while keeping follow-up updates relevant and non-duplicative ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I have searched existing open and closed issues and this is not a duplicate. - [x] I am on the latest released version of Paperclip (or can reproduce on `master`). - [x] I have confirmed the error originates in Paperclip itself — not in my agent adapter, API provider, or local configuration. ### What happened? When a status-card summary explicitly referenced an issue by identifier or `/issues/<uuid>` URL, that issue was not automatically retained in the card's watched set unless it independently matched a configured query. Later status, assignee, or comment changes to an issue highlighted by the latest update could therefore be omitted. ### Expected behavior References in the latest summary should resolve only within the card's company, appear in dry runs and the watched-issues UI, count and fingerprint like query matches, and enter or leave the watched set without artificial added/removed deltas already represented by the summary change. ### Steps to reproduce 1. Create a status card whose query does not match a second issue in the same company. 2. Write a summary that references the second issue by identifier or issue URL. 3. Inspect the card's watched count or Watched issues tab. 4. Change the referenced issue's status, assignee, or comments and run the next update. 5. Before this change, the referenced issue is absent from the watched snapshot and its later change does not produce the expected delta. ### Paperclip version or commit - Reproduced on `master` before this PR (base commit `762ce5b4ef`). ### Deployment mode - Local dev (`pnpm dev`), built from source. ### Agent adapter(s) involved - Not adapter-specific (core bug). ### Database mode - Embedded Postgres test environment; the schema change uses standard PostgreSQL JSONB. ### Access context - Board (human operator). ## What Changed - Added migration `0191` and schema support for persisted `status_cards.mentioned_issue_ids`. - Resolved summary references by issue identifier or `/issues/<uuid>` URL within the status card's company when summaries are written. - Joined mentioned issues into watched counts and fingerprints so later status, assignee, and comment changes generate normal update deltas. - Suppressed artificial added/removed deltas when the latest summary starts or stops mentioning an issue. - Added `mentionedIssues` to dry-run responses and a “Mentioned in the latest update” group in the Watched issues tab. - Updated the summarizer prompt to explain that referenced issues automatically join the watched set. - Added focused server and UI coverage for reference resolution, snapshot behavior, deltas, API responses, and rendering. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/status-cards.test.ts src/__tests__/status-card-update-engine.test.ts` — 31 tests passed. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardTile.test.tsx` — 11 tests passed. - Earlier implementation verification also passed database/shared/server typechecks, UI `tsc -b`, the broader StatusCards UI test set, and embedded-Postgres migration application. ### Visual Verification - Greptile T-Rex ran Playwright browser checks successfully and captured the Status Card drawer Watched tab showing the new “Mentioned in the latest update” grouping: https://app.greptile.com/trex/runs/15796101/artifacts ## Risks - The migration adds a nullable JSONB column and is backward-compatible; existing cards have no mentioned issues until their next summary write. - Reference extraction is company-scoped to prevent cross-company issue association. - Watched counts and future fingerprints change for cards whose latest summaries reference issues; tests cover additions, removals, and suppression of spurious deltas. - This targeted status-card fix does not introduce a new roadmap subsystem or external integration. ## Model Used - Anthropic Claude Fable 5 (Paperclip model alias; exact underlying provider model ID and context window were not recorded in the implementation task metadata), with extended reasoning, tool use, and code execution. - OpenAI Codex coding agent (runtime model identifier and context window not exposed to this task) prepared the PR, rebased the branch, and ran focused verification with terminal 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) - [ ] 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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c9881223e4 |
fix(routines): show routines grouped by folder name (#10201)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Routines page is part of the operator UI for scheduled routine management > - The grouped-by-folder view was not presenting folder sections inline in the main pane > - That made the folder grouping mode harder to scan and hid the separation between custom folders, Unfiled routines, and built-in routines > - This pull request updates the Routines page rendering so folder groups appear as inline sections and built-in routines still split into their own section afterward > - The benefit is that grouped routines stay readable and the page matches the intended folder organization ## Linked Issues or Issue Description No corresponding public GitHub issue exists, so the problem is described directly below following the bug template. ### What happened On the Routines page, selecting Group → Folder flattened the grouped list into a single "All routines" section with only the separate built-in routines section below it. ### Expected behavior Group → Folder should render one inline section per folder, keep routines with no folder in an Unfiled section, and preserve the separate built-in routines section after the custom folder groups. ### Steps to reproduce 1. Open the Routines page. 2. Change grouping to Folder. 3. Observe the main pane. 4. The routine list is flattened instead of grouped into folder-labeled inline sections. ### Paperclip version / commit Current PR head: `a8e384c838e362de3437c7a88bc7aa38b10fd9c0` on `fix/routine-folder-grouping`. ### Deployment mode Local development workspace for the Paperclip app UI. ## What Changed - Updated the Routines page rendering so grouped folders render as inline sections instead of flattening into a single list. - Kept routines without a folder grouped under Unfiled. - Preserved the built-in routines section after custom folder groups. - Added and updated tests for the folder-grouped rendering behavior. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Routines.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` ## Risks - Low risk: the change is localized to the Routines page rendering and its test coverage. - The main behavioral risk is accidental grouping regressions if future routine-grouping logic changes without updating the tests. ## Model Used OpenAI Codex, GPT-5, tool-use enabled, 256k-context class model. ## 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Harold Kim <harold@paperclip.ing> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandClaude Fable 5
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3a16b91217 |
feat(status-cards): single-message setup drives query and update prompt (#10202)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their ongoing work. > - Status cards turn a standing question into recurring, agent-generated summaries on the board. > - The existing setup split intent across a watch prompt and separate update instructions, which made creation and later behavior harder to understand. > - A status card should have one durable source of truth for both deciding what to watch and telling the summarizer what each update must contain. > - This pull request makes the card prompt that source of truth, simplifies creation to one step, and lets operators choose the running agent immediately. > - The benefit is a smaller mental model, fewer configuration modes, and consistent update instructions throughout the card lifecycle. ## Linked Issues or Issue Description Status cards currently require operators to express the same intent in two places: the watch prompt and optional update instructions with append/replace/none modes. This feature simplifies the experimental status-card workflow so a single prompt defines both the watch query and every generated update. The create flow must also support selecting the responsible agent without a second setup step. Related prior status-card work: #10101. ## What Changed - Use the status card's single prompt to compile the watch query and directly instruct every summary update. - Add migration `0190_status_card_single_prompt` to remove `status_cards.instructions_mode` and `status_cards.instructions`. - Add `agentId` to `createStatusCardSchema`, validate company membership, and default new cards to the built-in Summarizer. - Replace the two-step create flow with one prompt-and-agent dialog and extract a shared `SummarizerAgentSelect` for create/settings surfaces. - Remove the extra-instructions settings section, reset incremental history when the prompt changes, and rename the board page to "Status". - Update the bundled `status-card-query` skill and board-operator documentation, then regenerate the skills catalog manifest. ## Verification - Server status-card suites: 29/29 passing. - UI `StatusCards` suites: 22/22 passing. - Skills catalog suite: 20/20 passing. - `tsc -b` passes for server, UI, shared, and database packages. - `pnpm check:migrations` passes. - Light and dark mode screenshots cover the new create dialog and settings tab. ## Risks - Migration `0190` intentionally drops existing separate instruction text. Existing card prompts remain and become the update instructions under the new model; status cards are experimental and feature-flagged. - Prompt edits now reset the incremental summary chain and trigger a full rebuild, which is intentional because the prompt is also the update contract. - Agent selection is company-scoped; invalid agent ids return a validation error rather than creating a misrouted card. > 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 - Implementation: Anthropic Claude via the `claude_local` adapter, agent label "Claude Fable 5"; extended reasoning, tool use, and code execution. The exact provider model id and context-window value were not retained in the task metadata. - PR preparation: OpenAI GPT-5.4 through Codex CLI, with reasoning, repository inspection, GitHub CLI, and Paperclip API 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) - [ ] 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: Claude Fable 5 <noreply@anthropic.com> |
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7e40ed8c43 |
feat(status-cards): add experimental status card update view (#10101)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > 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 using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. The runtime did not expose a 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; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [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: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky Leach
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2002c4fff3 | refactor: remove redundant archived project filters (#10177) | ||
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Nicky Leach
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564870020b | Exclude archived projects from the default project list route (#10146) | ||
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Devin FoleyandPaperclip
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0f898f95af |
Render managed experimental settings as locked, with a 'Managed by Paperclip Cloud' badge (#10061)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The experimental settings page renders one interactive toggle per feature from the settings API > - On managed instances some values are enforced by the hosting control plane, and the API now reports those keys as managed > - Rendering enforced values as live toggles misleads users: the click appears to work, and the value silently snaps back > - This pull request renders managed keys as locked toggles with a "Managed by Paperclip Cloud" badge and guards the handlers so no PATCH can be emitted > - The benefit is UI honesty on managed instances, with self-hosted responses rendering exactly as before ## Linked Issues or Issue Description Builds on #10058 — renders the per-key `managedKeys` metadata #10058 adds to settings responses (typing shared from #10058 at rebase). No public issue exists; `feature_request` template fields: - **Problem or motivation:** on managed instances users see fully interactive toggles for settings the control plane enforces; changes appear to apply and never do, with no explanation. - **Proposed solution:** disabled toggle + badge + guarded handler driven by the settings response's managed-key metadata; the ~17 uniform setting cards are extracted into one shared component with copy, aria-labels, and patch payloads preserved verbatim. - **Alternatives considered:** hiding managed settings entirely (users lose sight of the effective value and why it is fixed); tooltip-only hints on still-active toggles (doomed PATCHes are still emitted and stripped server-side). - **Roadmap alignment:** supports the in-progress "Cloud deployments" milestone in `ROADMAP.md`. ## What Changed - When the settings API reports a feature key as managed (`managedKeys` from the managed-config overlay), the experimental settings page renders that toggle disabled with a badge and a guarded handler, so a click can never emit a PATCH. Previously, managed-instance users saw fully interactive toggles they could never actually change. Self-hosted responses (no `managedKeys`) render exactly as before. - The ~17 copy-pasted uniform setting cards are extracted into one `ExperimentalToggleCard` component with titles, descriptions, footnotes, aria-labels, and patch payloads preserved verbatim; the two bespoke cards get inline managed handling (the managed auto-recovery toggle also cannot open its preview dialog). - `ui/src/api/instanceSettings.ts` response typing now uses the shared `InstanceExperimentalSettingsWithManaged` / `ManagedSettingMetadata` types from #10058; `ui/src/pages/InstanceExperimentalSettings.tsx` locked rendering + card extraction; tests. ## Verification - 24 page tests (20 existing unmodified + 4 new: locked badge with no PATCH while unmanaged keys stay editable; managed auto-recovery opens no dialog; an open recovery preview closes with no PATCH when a refresh marks auto-recovery managed; self-hosted unaffected): `pnpm --filter @paperclipai/ui exec vitest run src/pages/InstanceExperimentalSettings.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` clean ## Risks - Low risk. UI-only change; no server or API behavior changes. Self-hosted responses carry no `managedKeys`, so the page renders exactly as before there. The card extraction preserves copy, aria-labels, and patch payloads verbatim, covered by the 20 pre-existing page tests passing unmodified. ## Model Used Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use; independently peer-reviewed by a second AI agent before push ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
0b496c9c03 |
feat(secrets): add run-bound agent secret access (#9921)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Agents already receive selected company secrets through `env.*` bindings at run launch, but environment injection is ambient, long-lived, and not suitable for every secret consumer. > - The existing binding and secret-access-event models already provide company-scoped authorization and per-resolution audit seams. > - Agents need an explicit way to discover only the secrets granted to them and fetch a value on demand without exposing the wider company catalog. > - That capability must remain run-bound, preserve low-trust token carve-outs, and make every value read visible in both security and operator audit trails. > - This pull request adds an `access.*` delivery namespace, two run-bound agent routes, dual audit logging, documentation, and an operator grants editor. > - The benefit is least-privilege, revocable, auditable secret access while preserving existing env injection behavior. ## Linked Issues or Issue Description No pre-existing public issue. Related work: - Refs #9797 — existing in-sheet agent access UI that this PR extends to distinguish env and API delivery. - Refs #9918 — complementary searchable-agent picker improvement for the same secrets sheet. - Refs #9530 — related company-wide metadata catalog proposal; this PR intentionally exposes only the authenticated run's granted aliases and values. **Problem / motivation:** Agents can currently consume secrets only through process environment injection. This keeps values resident for the run, does not support on-demand consumers, and cannot provide a discrete operator-visible activity event for each agent-initiated read. **Proposed solution:** Treat `company_secret_bindings` as the source of truth for agent secret grants. Keep `env.KEY` as env delivery and add `access.ALIAS` for API-only delivery; an env binding also implies read access because the value is already present in the agent process. Add run-bound list/fetch endpoints that derive scope from the authenticated heartbeat run and never accept caller-selected overlays. **Alternatives considered:** A company-wide agent-readable catalog was rejected for this value path because it increases reconnaissance and does not prove a per-secret grant. Reusing the ephemeral environment-probe resolver was rejected because it lacks binding enforcement. Approval-gated reads and user-scoped secrets remain deferred beyond v1. **Roadmap alignment:** This extends the completed **Secrets Manager with per-agent access** roadmap capability from launch-time env injection to explicit run-bound API delivery without duplicating a separate planned initiative. ## What Changed - Added `access.*` agent binding validation and a dedicated run-bound resolver that combines `secrets:read` authorization with binding-context enforcement. - Added `GET /api/agents/me/secrets` for minimal granted metadata and `POST /api/agents/me/secrets/:key/value` for on-demand value fetches with `Cache-Control: no-store`. - Preserved the existing denials for low-trust review agents, task-bridge credentials, and skill-test tokens; standard long-lived agent API keys cannot call the run-bound routes. - Added dual audit behavior: value attempts write `secret_access_events` and `activity_log` (`secret.value.read`), while metadata listing writes the lighter `secret.access.listed` activity event. - Kept env compatibility: `env.*` remains injected at launch and also implies API read for the same bound agent; `access.*` never becomes an environment variable. - Added the agent-settings **Secret access** editor plus delivery-mode/alias surfacing on the Secrets page, with focused UI tests and tokenized layout styles. - Updated OpenAPI, shared types, agent-facing skill documentation, and API reference documentation. ### UI Screenshots P3 produced and reviewed three screenshots using mock data; images are intentionally not committed to the repository: - `secret-access-editor.png` — agent settings grant editor. - `secret-access-light.png` — Secrets-page delivery surfacing in light mode. - `secret-access-dark.png` — Secrets-page delivery surfacing in dark mode. The source attachments are retained with the implementation task and linked in the internal handoff; the public page publisher was unavailable in the PR-prep runtime. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts server/src/__tests__/secrets-routes.test.ts ui/src/lib/secret-delivery.test.ts ui/src/components/AgentSecretAccessEditor.test.tsx` — 5 files, 122 tests passed. - Security follow-up: `pnpm exec vitest run server/src/__tests__/agent-secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` — 2 files, 73 tests passed after active-run and version-consistency fixes. - Final-head CI: all feature, typecheck, build, e2e, security, and review gates pass; `General tests (server (1/3))` remains red after one rerun because unrelated `heartbeat-retry-scheduling.test.ts` cleanup deletes `heartbeat_runs` before referenced `activity_log` rows. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — feature-local arbitrary-value violations fixed; command still reports five unchanged `#9627` literals outside this PR. - End-to-end QA passed all eight acceptance criteria: grant/list, fetch, dual audit, env-implies-read, denial matrix, revocation, UI rendering, and env-injection regression. Evidence: https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455492 - Security review returned PASS-with-required-changes; the implementation uses the required dedicated binding-enforcing resolver, run-bound JWT restriction, run-derived overlays, minimal metadata, and a resolver redaction-registration hook. Evidence: https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455382 ## Risks - A compromised agent can exfiltrate any secret explicitly granted to it; explicit company-scoped/run-scoped grants, revocation, and audit reduce but cannot remove that inherent capability risk. - The resolver invokes a redaction-registration hook before returning values, but the current route has no persistent cross-request per-run redaction registry. Paperclip-owned later comments/events therefore cannot yet guarantee automatic scrubbing of a deliberately copied fetched value; QA classified this as non-blocking residual hardening. - Audit-event insertion currently fails open if the security-event insert itself fails; the operator activity event provides partial redundancy, but a future hardening change should define fail-closed behavior for value delivery. - This PR overlaps `ui/src/pages/Secrets.tsx` with #9918 and may require a straightforward rebase after that PR moves. > 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-5.3-codex`, with reasoning, repository tool use, terminal execution, Paperclip API access, and GitHub CLI capabilities. Context-window size is not exposed by the runtime. - Anthropic Claude Opus 4.8 with 1M context and tool use assisted with the UI implementation commit. ## 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 Opus 4.8 (1M context) <noreply@anthropic.com> |
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DottaandPaperclip
|
d23fbf8ae4 |
feat(connections): add AppDefinition Wave 1 catalog (#9981)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that defines which external apps and MCP-style integrations operators can browse, configure, and run > - The v3 schema core in #9958 added stable connection identities, auth metadata, and grant-aware contracts, but the app catalog still used the older gallery shape > - The product needs a richer, typed AppDefinition catalog so browsing and setup can render provider-specific auth and configuration requirements consistently > - This pull request moves the Wave 1 app catalog onto generated AppDefinition data and carries that shape through shared types, server lookup paths, and app connection UI > - The benefit is that follow-up runtime and wizard work can build against one catalog contract instead of local-only mock/gallery data ## Linked Issues or Issue Description Refs #9958. No public GitHub issue exists for this branch. This is the catalog layer for the Connections v3 stack after the schema-core foundation in #9958. ## What Changed - Adds generated AppDefinition data for the Wave 1 catalog and ingestion reporting. - Replaces the legacy tool app gallery exports with AppDefinition-centered shared contracts, validators, and tests. - Updates server tool-access lookup behavior to use the AppDefinition catalog. - Updates app connection UI surfaces and tests to consume AppDefinition-backed catalog data. - Documents the catalog ingestion workflow in the connector playbook. ## Verification - `pnpm run preflight:workspace-links` - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: this changes the catalog contract used by shared, server, and UI app connection surfaces. - Catalog data quality matters because generated definitions now drive browse/setup display. - Follow-up runtime and wizard PRs must rebase on this branch or on master after this lands. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex coding agent with repository 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> |
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DottaandPaperclip
|
7e00f67138 |
feat(connections): add v3 schema core (#9958)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their governed access to external systems. > - Connected Apps build on the existing Apps and MCP gateway substrate so companies can configure reusable, auditable integrations. > - The current connection record does not yet have a stable public address, explicit ownership/auth method fields, or subject-specific credential grants. > - Without that schema core, later OAuth, per-user authorization, token brokering, triggers, and connector-service phases cannot enforce tenant and subject boundaries consistently. > - This pull request adds the forward-compatible Connections v3 schema core while preserving the existing connection lifecycle and directly migrating the remote MCP transport name. > - The benefit is a company-scoped, least-privilege foundation for one-click integrations without bypassing Paperclip secrets, profiles, rules, or audit controls. ## Linked Issues or Issue Description No matching public issue was found. **Problem** Paperclip's current app connections need a durable identity and authorization substrate before Connected Apps can safely support multiple setup methods, per-user credentials, provider tenants, and managed connector services. The existing schema only models a single connection-level credential set and uses legacy transport terminology. **Proposed solution** Add a stable company-scoped connection UID, explicit ownership/auth/transport fields, a subject-aware `connection_grants` table, and multi-key credential annotations. Backfill existing connections and workspace grants in a reversible migration, then update shared/server/UI contracts to the new `mcp_remote` transport name. **Related work** - Related foundation: #9534 - Roadmap: Connected Apps (one-click integrations) ## What Changed - Added company-scoped connection `uid`, `ownership`, `authKind`, and canonical transport fields across database, shared contracts, validators, services, and UI fixtures. - Added `connection_grants` with workspace/user subject rules, provider tenant metadata, credential secret refs, revocation state, company scoping, and uniqueness constraints. - Added migration `0182_connections_v3_schema_core` to backfill stable UIDs, rename `remote_http` to `mcp_remote`, infer auth kinds, create default workspace grants, and support rollback coverage. - Added multi-key credential annotations and updated gateway/access services without changing the existing lifecycle behavior. - Updated the connection glossary, connector playbook, and security threat model for the new identity, grant, and relay boundaries. - Added explicit test UIDs to direct database fixtures so the new non-null invariant is exercised across affected server suites. ## Verification - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/tool-gateway-service.test.ts server/src/__tests__/tool-gateway.test.ts server/src/__tests__/heartbeat-runtime-skills.test.ts server/src/__tests__/tool-oauth-legacy-backfill.test.ts server/src/__tests__/tool-access-policy-service.test.ts server/src/__tests__/heartbeat-runtime-mcp-servers.test.ts packages/db/src/connections-v3-schema-core-migration.test.ts packages/shared/src/validators/tool-access.test.ts --config vitest.config.ts` — 9 files, 218 tests passed. - Latest-head GitHub Actions: build, typecheck, general/serialized suites, backup/worktree restore coverage, both e2e shards, canary, policy, and security scans pass. - Greptile: 5/5 with zero unresolved threads. - `pnpm check:token-gates` remains red only on five pre-existing `#9627` color literals outside this change. ## Risks - **Migration risk:** UID backfill and default-grant creation touch every existing connection. The migration uses company-scoped uniqueness, deterministic legacy UIDs with ID suffixes, and seeded up/rollback coverage. - **Authorization risk:** Grant rows carry credential references. Constraints enforce workspace-vs-user subject shape, company/connection lookup indexes, one default grant per connection, and one user grant per connection/subject. Security review is requested specifically for this design. - **Compatibility risk:** `remote_http` is renamed directly to `mcp_remote`; all repository call sites and fixtures are updated in the same change. - **Future-phase risk:** Subject-bound token issuance, triggers, and connector-service relay verification remain fail-closed requirements documented for later phases; this PR does not expose those capabilities. > 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 CLI coding agent. The runtime did not expose an exact underlying model ID or context-window size; capabilities used include repository inspection, code editing, shell execution, test execution, Git/GitHub CLI operations, and structured reasoning. ## 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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le-czs
|
c1f6698ec5 |
fix(ui/invite): make pending-approval admin guidance non-clickable (#6786)
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies, and
humans onboard into companies via invite links.
> - Some invite types (`company_join` with
`requires_company_admin_approval`) require an admin to approve the join
request after the invitee submits it.
> - While the requester waits, the invitee sees the
`AwaitingJoinApprovalPanel` in `InviteLanding`, which describes where
the admin needs to go to approve the request.
> - That panel rendered the destination — "Company Settings → Access" —
as two clickable `<a href="/company/settings/access">` links, even
though the surrounding copy is plainly addressed to the admin ("Ask
**them** to visit ..."), not the requester.
> - First-time invitees naturally click the only underlined link on the
screen, are sent to `/company/settings/access`, hit the "No company
access" panel (they have no membership yet), and conclude the invite
flow is broken.
> - This PR removes the navigation by rendering both "Company Settings →
Access" references as plain styled text (`<p>` / `<span>`), so the
guidance stays visible but cannot be followed by the requester.
> - The benefit is that the post-submit invite experience matches the
copy's intent — guidance for the admin, not navigation for the
requester.
Fixes #6784.
## What Changed
- `ui/src/pages/InviteLanding.tsx` — In `AwaitingJoinApprovalPanel`,
replace the two `<a href={approvalUrl}>Company Settings → Access</a>`
elements with `<p>` and `<span>` containing the same text. Remove the
now-unused `approvalUrl` constant.
- `ui/src/pages/InviteLanding.test.tsx` — Update the existing "pending
approval page" test: it previously asserted two anchor tags pointing at
`/company/settings/access`; it now asserts **zero** anchors while the
text "Company Settings → Access" still appears twice (in the "Approval
page" box and inline in the "Ask them to visit ..." sentence). Renamed
the test description from "...linked access instructions" to
"...non-clickable access instructions" to reflect the contract.
## Verification
```
pnpm vitest run ui/src/pages/InviteLanding.test.tsx
```
Result: 8 / 8 pass, including the updated "shows the pending approval
page with the company icon and non-clickable access instructions" case.
Manual reproduction (master @ `242a2c2f`,
`deploymentMode=authenticated`, `bind=lan`, embedded Postgres):
1. As instance admin, generate a `company_join` invite that requires
admin approval.
2. In a fresh browser profile, open the invite link.
3. Fill **Create your account** and submit.
4. The "Request to join \<company\>" panel appears.
5. Hover the "Company Settings → Access" mentions — no underline, no
link cursor; clicking does nothing. The text is still readable and the
surrounding copy ("Ask them to visit ...") still conveys the instruction
to the requester.
Before / after screenshots: see issue #6784 — the "before" state lands
users on `/company/settings/access` which renders "No company access".
After this PR the guidance is informational only.
## Risks
Low. UI-only change confined to one function in `InviteLanding.tsx` plus
its matching test. No API contracts, routes, or data shapes are
modified. The removed `approvalUrl` constant was only referenced by the
two anchor elements.
## Model Used
- Anthropic Claude Opus 4.7 (`claude-opus-4-7`, 1M context, extended
thinking enabled).
- Tools: file editing, Bash, Playwright reproduction against a
self-hosted Paperclip instance running master @ `242a2c2f`, and the
Paperclip monorepo's own Vitest suite for verifying the test update.
## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots (will attach in PR thread)
- [x] I have updated relevant documentation to reflect my changes (no
docs files needed updating)
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
|
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|
DottaandPaperclip
|
59eee4829c |
fix(inbox): stop archived items from resurfacing (#9931)
## Thinking Path > - Paperclip is the control plane operators use to coordinate AI-agent companies and review work needing attention. > - The Inbox is the operator-facing surface that aggregates tasks requiring attention across server state and shared client polling. > - Archiving a task optimistically removed it, but ordinary background activity and stale polling responses could make it reappear seconds later. > - The server therefore needs to distinguish genuine user-attention events from routine agent/system activity. > - The client also needs a bounded local archive guard across every Inbox query path while the server mutation and in-flight polls settle. > - This pull request fixes both resurrection paths and adds race-focused regression coverage. > - The benefit is stable archive behavior without hiding a genuine archive failure after reconciliation or reload. ## Linked Issues or Issue Description ### Pre-submission checklist - [x] Searched existing open and closed issues and pull requests; no duplicate implementation was found. - [x] Reproduced on `master` before this branch. - [x] Confirmed this is a Paperclip core bug, not adapter or provider behavior. ### What happened? Archiving an Inbox task hid it optimistically, then background refresh activity could insert it back into the list seconds later. ### Expected behavior A successfully archived task remains hidden during normal polling. A genuine failed archive may become visible again after reconciliation or reload. ### Steps to reproduce 1. Open Inbox with a visible task. 2. Archive the task. 3. Wait for shared polling or routine agent activity to refresh task data. 4. Observe the archived task reappear without a hard page refresh. ### Paperclip version or commit `master` before this branch. ### Deployment mode Built from source using the local development application. ### Installation method Built from source (`pnpm`). ### Agent adapter(s) involved Not adapter-specific; this is a core Inbox bug. ### Database mode Not database-mode-specific. ### Access context Board (human operator). ### Additional context The failure had independent server and client causes: routine activity could resurface archived rows server-side, while stale shared-poll responses could bypass optimistic client removal. ## What Changed - Restrict server-side Inbox resurfacing to explicit user-attention events rather than any issue activity write. - Add a bounded client-side archive guard with confirmation, failure restoration, and cache reconciliation behavior. - Apply the guard to Inbox rendering, badge counts, optimistic cache updates, and shared-poll result application. - Classify the generic compact Inbox query so stale shared-poll data cannot bypass the guard. - Add server visibility-matrix tests and UI race-condition regression tests. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/hooks/useSharedPolling.test.ts src/lib/inboxArchiveCache.test.ts src/pages/Inbox.test.tsx` — 25 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/issues-service.test.ts` — 107 passed. - Branch rebased cleanly onto current `origin/master` before push. ## Risks - Low-to-moderate behavioral risk: resurfacing is intentionally narrower, so the server tests cover human comments, mentions, interactions, and status transitions that must still regain attention. - The client guard is bounded and cleared on mutation failure, limiting the risk of hiding a task whose archive did not persist. - No schema, migration, public API, workflow, dependency-lock, or visual-token changes. > 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 - Anthropic Claude via Claude Code (`claude_local`; prior implementation/review run, exact underlying model ID and context window were not retained in the handoff metadata), with repository tool use and test execution. - OpenAI `gpt-5.5` via Codex CLI for final review repair and PR preparation, with reasoning, repository editing, GitHub tooling, 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/described the result 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 task identifier - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation where needed; no documentation change is required for this bug fix - [x] I have considered and documented risks above - [x] All Paperclip-authored commits include the required co-author trailer --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
26890650b2 |
test(ui): cover secret creation within folders (#9927)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Secrets UI lets operators navigate slash-delimited secret names as folders > - PR #9913 shipped create-in-folder behavior for company and per-user secrets > - The production behavior is already on master, but several create-in-folder interaction paths lack retained regression coverage there > - Without that coverage, prefix composition, derived keys, prefix removal, and staged empty folders could regress unnoticed > - This pull request adds focused render tests without changing production behavior > - The benefit is safer maintenance of the folder-based secrets workflow with a small, reviewable patch ## Linked Issues or Issue Description - Refs #9913 ## What Changed - Added render coverage for creating a company secret from a folder and deriving its key from the full slash-delimited name. - Added coverage for per-user secret prefixes and exposing the full name when the prefix chip is removed. - Added coverage for inline folder-name validation and URL-backed staging of an empty folder. ## Verification - `env -u PAPERCLIP_IN_WORKTREE -u PAPERCLIP_WORKTREE_NAME -u PAPERCLIP_CONFIG -u PAPERCLIP_HOME -u PAPERCLIP_INSTANCE_ID -u PAPERCLIP_CONTEXT pnpm exec vitest run ui/src/pages/Secrets.render.test.tsx` — 29 tests passed. - `pnpm check:token-gates` — reports five existing `#9627` literals in unrelated files; this PR changes no token-gated component code and introduces no new violation. ## Risks - Low risk: test-only change with no production, API, schema, migration, dependency, or runtime behavior changes. - The tests exercise existing DOM interactions and may need updates if the Secrets creation UI copy or controls intentionally change. > 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 CLI managed coding agent with repository inspection, code execution, Git/GitHub, and Paperclip API tools. The managed harness does not expose the exact underlying 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the assigned execution branch name is fixed by the task - [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 — no documentation change is needed for test-only coverage - [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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DottaandPaperclip
|
b9f4073a13 |
fix(ui): use searchable agent picker for secret access (#9918)
## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Operators need to grant secrets to specific agents safely and efficiently. > - The secrets access sheet previously used a native select while similar agent-assignment surfaces use a searchable picker. > - That inconsistency makes finding an agent slow and error-prone as companies grow. > - This pull request reuses the shared agent picker behavior for single-agent secret access grants. > - The benefit is a consistent, searchable selection experience without changing secret-access semantics. ## Linked Issues or Issue Description Refs #9797 **Problem / motivation:** The in-sheet agent access form introduced in #9797 renders every grantable agent in a native select. In companies with many agents, operators cannot filter by name or title and the experience differs from other agent-selection surfaces. **Proposed solution:** Add a single-select variant beside the existing `AgentMultiSelect`, then use it in the secret access grant form. **Alternatives considered:** Keeping a native select would preserve less code but would not scale or align with existing searchable agent selection. **Roadmap alignment:** This is a focused usability fix for an existing core control-plane surface and does not overlap an unstarted roadmap initiative. ## What Changed - Added `AgentSelect`, a searchable single-agent popover that filters by agent name and title. - Replaced the secret access form's native select with the shared searchable picker. - Added focused coverage for filtering, selecting, callback behavior, and popover closure. ## Verification - `pnpm exec vitest run ui/src/components/AgentMultiSelect.test.tsx` — passes (3 tests). - `pnpm --filter @paperclipai/ui typecheck` — passes. - `pnpm check:token-gates` — branch adds no violations; the command currently fails on five unchanged `#9627` literals already present on `master`. - Manual: open Secrets, choose a secret, add agent access, filter by agent name or title, select the result, and grant access. ## Risks - Low risk: the change is limited to agent selection UI and preserves the existing grant request payload. - The new picker depends on the existing popover/input primitives and resets its filter when closed. > 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-series coding agent (exact runtime model ID and context-window size are not exposed), with reasoning, repository tool use, terminal execution, and GitHub CLI capabilities. ## 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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b94907f8af |
feat(ui): navigate slash-named secrets as folders (#9913)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators store company and user secrets under human-readable names > - Slash-delimited names already express useful hierarchy, but the Secrets page previously rendered them as one flat list > - Large secret collections therefore became harder to scan, navigate, and create within consistently named groups > - A client-derived folder model preserves the existing server contract while making those names navigable > - This pull request adds folder browsing, URL-addressable paths, global search, and create-in-folder behavior without adding folder records > - The benefit is a more scalable secrets workflow with no migration or API compatibility risk ## Linked Issues or Issue Description Slash-delimited secret names such as `dev/github/oauth/clientid` currently appear as raw flat rows. This change treats name prefixes as client-side navigation folders on the main Secrets tab while leaving stored names, API contracts, validation, and the database unchanged. - Wireframes and interaction specification: https://pages.paperclip.ing/pap-14698-secrets-folders/ - Folder paths are derived only from secret names; there is no server-side folder entity or data-model change. ## What Changed - Added pure secret-path utilities for normalized segments, breadcrumbs, nested folder listings, counts, and leaf/path rendering. - Added a Folders/Flat view to the main Secrets tab with folder-first sorting, breadcrumbs, empty-folder states, filters, and global search results. - Added URL navigation through `?path=<normalized/path>` so deep links, reload, browser Back, and new-tab folder navigation work. - Persisted the preferred view in `localStorage` under `paperclip.secrets.viewMode`; an explicit `?path=` deep link takes precedence for that visit. - Added create-in-folder behavior with a removable prefix chip, staged New folder paths, inline segment validation, and full-name key derivation. - Kept My secrets flat while rendering slash-delimited names with muted paths and emphasized leaves. - Added unit/render coverage for path helpers, folder navigation, and create-in-folder behavior. ## Verification - `pnpm exec vitest run ui/src/pages/secrets/secret-path.test.ts ui/src/pages/Secrets.render.test.tsx` — 35 tests passed. - `pnpm -r typecheck` — passed. - `pnpm test:run` — server suite passed 2,707 tests and UI suite passed 3,022 tests; one unrelated CLI doctor test was environment-sensitive because this agent inherited AWS variables. - `env -u AWS_PROFILE -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY -u AWS_SESSION_TOKEN -u AWS_REGION -u AWS_DEFAULT_REGION pnpm exec vitest run cli/src/__tests__/secrets.test.ts` — 8 tests passed. - `pnpm build` — passed. - `pnpm check:token-gates` — feature files are clean; the command reports five existing `#9627` color literals outside this diff. ## Risks - Low data risk: folders are derived client-side from existing names, with no schema, migration, API, or stored-name changes. - URL behavior changes only the main Secrets tab and uses the additive `?path=` contract. - View preference is browser-local and scoped to the `paperclip.secrets.viewMode` key. - Renaming or deleting the last secret under an open prefix intentionally leaves the user on an empty-folder state instead of redirecting. - “Move to folder…” bulk prefix rename remains deferred because it is a multi-secret mutation with separate conflict and partial-failure semantics. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.5` via Codex CLI for PR preparation, verification, GitHub/Paperclip tool use, and codebase analysis; the managed harness does not expose the active context-window size. - Anthropic Claude Opus 4.8 (1M context) and Claude Fable 5 assisted earlier implementation/design commits, as recorded in their commit trailers; both used repository and code-editing tools. ## 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the assigned shared execution branch name is fixed for this work - [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: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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f12bb27bcd |
feat: make issue monitors visible across task surfaces (#9783)
## Thinking Path > - Paperclip is the open source control plane people use to supervise AI-agent companies. > - Operators need task execution state to be visible where they read, reply to, and manage an issue. > - Scheduled monitor state was easy to miss because it lived in a description-area card and used inconsistent, mostly static time copy. > - The task page, composer, retry card, and properties panel therefore needed one shared monitor-state and countdown language. > - This pull request adds shared live-ticking time utilities, moves monitor status into a top-of-page banner and composer strip, and redesigns the properties row with complete read-only details. > - The benefit is that operators can immediately understand when an agent resumes, why it is waiting, and how to act without hunting across the page. ## Linked Issues or Issue Description Issue monitors can schedule a future agent check, retry, or wake, but the UI did not present that state consistently or prominently. The existing description-area activity card competed with issue content, the composer did not explain that replying wakes the agent early, compact properties copy truncated important details, and relative times did not share a live two-unit formatter. This change makes scheduled monitor state visible and consistent across the issue header, reply composer, properties panel, and scheduled-retry card. Related prior server-side recovery visibility work: #9629 (distinct scope). ## What Changed - Added shared two-unit monitor ETA/offset formatters and a live-ticking countdown hook, including compact absolute-time rules for Today, weekday, and cross-year dates. - Replaced the description-area monitor activity card with a top-of-page status banner and added an inline composer strip that explains replies wake the agent before the scheduled check. - Redesigned the properties Monitor row as readable two-line copy with attempt state, due/overdue/cleared wording, click-to-edit behavior, and a hover/tap details tooltip. - Adopted the shared two-unit formatting in the scheduled-retry card and added focused coverage for monitor formatting, state transitions, visibility, and controls. - Added the approved wireframe package and published reference: https://pages.paperclip.ing/pap-14557-monitor-visibility/ ## Verification - `pnpm vitest run ui/src/lib/issue-monitor.test.tsx ui/src/components/IssueMonitorBanner.test.tsx ui/src/components/IssueProperties.test.tsx` — 3 files, 74 tests passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed with existing Vite optimization/chunk-size warnings. - UX review approved the rendered real components across desktop/mobile, light/dark, and the scheduled/retrying/due/overdue/cleared/none state matrix. - QA passed 6/6 criteria in Chromium, including a live countdown transition without refresh. Review evidence included the P2 banner state-matrix screenshot and the P3 properties-row and details-tooltip screenshots, plus a dark-mode capture. - `pnpm check:token-gates` currently reports five pre-existing `#9627` comment literals on `origin/master`; this branch introduces none of those literals or any new token violation. ## Risks - Low-to-moderate UI behavior risk: monitor copy and placement change across several issue surfaces, but all derive from one shared state builder and focused tests cover the state matrix. - Countdown rendering wakes once per minute while a visible monitor is scheduled; the hook is limited to active monitor surfaces and stops when hidden. - No database, API contract, migration, telemetry, or authorization behavior changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`; context-window metadata was unavailable in this runtime; reasoning, repository tool use, command execution, and test execution enabled. Earlier implementation commits were assisted by Claude Fable 5 and Claude Opus 4.8 (1M context), as credited in their commit trailers. ## 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: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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67616dd7ea |
Rework secrets dialog and add in-sheet agent access (#9797)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents and the credentials those agents need for work. > - The secrets UI is responsible for making credential creation understandable and for showing where credentials are used. > - The create flow previously exposed an editable generated key too early, used an unnatural field order, and rendered uneven provider tab rows. > - The detail sheet also lacked an in-context way to see and manage which agents reference a selected secret. > - This pull request makes the create dialog follow a predictable name-to-value flow and adds agent access management directly to the secret details sheet. > - The benefit is a clearer secrets workflow with fewer accidental key edits and less navigation when granting or revoking agent access. ## Linked Issues or Issue Description **Subsystem affected:** `ui/` — React + Vite board UI **Problem or motivation:** Creating a secret currently makes its generated key look immediately editable, places fields in an awkward keyboard order, and applies provider-tab overrides that produce uneven rows. After creation, operators cannot inspect or change agent access from the selected secret's detail sheet. **Proposed solution:** Generate the key from the path-style name and keep it read-only until an explicit Edit action; place Value directly after Name; use the standard tab sizing; and add an Agent access section that reads and updates `secret_ref` / `user_secret_ref` environment bindings through agent adapter configuration. **Alternatives considered:** Keeping access management only on agent configuration screens was rejected because it hides a secret-centric question—“which agents can use this?”—and requires repetitive navigation. Keeping the key always editable was rejected because the generated value should be the safe default. **Roadmap alignment:** No matching item was found in `ROADMAP.md`; this is a focused usability and access-management improvement to the existing secrets surface. **Additional context:** GitHub search found no duplicate PR for this dialog and in-sheet access change. PR #9321 also mentions user-secret resolution but addresses unrelated skills-route behavior. ## What Changed - Auto-generate the create-secret key from Name, keep it read-only by default, and expose an explicit Edit action. - Use a path-style Name placeholder (`/dev/foo/bar`) and place Value immediately after Name for natural keyboard navigation. - Remove tab sizing/whitespace overrides that caused uneven provider-tab row heights. - Add an Agent access section to the Details tab that lists referencing agents and grants or revokes `secret_ref` / `user_secret_ref` environment bindings in place. - Cover company secrets and each-user definitions with focused render tests. ## Verification - `pnpm exec vitest run ui/src/pages/Secrets.render.test.tsx` — 17/17 passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — changed files are clean; the repository-wide command currently reports five pre-existing `#9627` violations in unrelated files (`Sidebar.tsx`, `Inbox.tsx`, `IssueDetail.tsx`, `Issues.tsx`, and `Routines.tsx`). - Additional secrets verification completed during implementation: 35/35 adjacent secrets tests passed, and the flow was checked in a real browser in light and dark themes. ## Risks - Agent access mutations update adapter environment configuration, so malformed legacy env entries could affect how a binding is displayed or revoked. - Each-user definitions use `user_secret_ref` rather than `secret_ref`; focused tests cover selecting the correct binding type. - No database or API contract changes are included. > 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 - Anthropic Claude Fable 5 assisted with the implementation using repository-aware code editing and test execution. - OpenAI GPT-5.5 via Codex CLI assisted with PR preparation, branch hygiene, focused verification, GitHub operations, and review/check loops. ## 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: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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051ae4d102 |
feat: restore decision training library and inspector (#9779)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and supervise governed work. > - Decisions capture high-value operator judgment, and the decision-training foundation merged in #9702 freezes that evidence for later evaluation and learning. > - Operators still need the UI from the closed stacked PR #9718 to intentionally capture examples and inspect the resulting dataset. > - GitHub automatically closed #9718 when its stacked base branch was deleted after #9702 merged, leaving the server foundation on `master` without the corresponding UI. > - This pull request restores the final UI and its still-required supporting API fields directly on current `master`, while excluding the obsolete migration and duplicated server-foundation diffs. > - The benefit is a reviewable replacement PR that preserves the completed decision-training workflow without replaying stale stack history. ## Linked Issues or Issue Description - Refs #9718 - Refs #9702 ## What Changed - Restored the top-level `/training` library and record inspector with search, filters, JSONL export, notes editing, and evidence tabs. - Restored the Decisions-row training affordance and capture drawer, including preview, provenance, deletion, cache refresh, and approval consistency behavior. - Restored the shared types and focused server support needed by the UI without reintroducing decision-training migrations or the already-merged server foundation. - Restored focused UI and attention-service tests from the final #9718 state. - Credit to the authors and reviewers of #9718; this recovery transplants their final reviewed delta after the stacked base deletion. ## Verification - `pnpm exec vitest run ui/src/pages/Training.test.tsx ui/src/components/DecisionTrainingDrawer.test.tsx ui/src/components/AttentionQueueRow.test.tsx server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-training.test.ts` — 5 files, 48 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed; confirms exact route/OpenAPI parity for the restored preview endpoint. - `pnpm check:token-gates` — the restored files are clean; the repository-wide command currently reports five pre-existing false positives where comments reference GitHub issue `#9627` as if it were a color literal. ## Risks - Low migration risk: this PR contains no database migrations and is based directly on current `master`. - The main behavioral risk is cache invalidation across Decisions and Training views; focused tests cover capture, update, deletion, row state, and approval refresh behavior. - The token-gate baseline remains red on unrelated `#9627` comment references; this PR does not modify those files. > 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-5.3-Codex, reasoning with repository/tool access and code execution. Context window not exposed by the 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> |
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1f1f545238 |
feat: add built-in summarizer and summary slots (#9713)
## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. **Problem** Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. **Proposed capability** Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. **Expected behavior** - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## 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 Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
|
009410164f |
Fix inbox unread badge alignment (#9685)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Inbox lets operators scan task state and distinguish unread activity at a glance > - Read and unread rows should keep the same status-and-title alignment so the list remains easy to scan > - The mark-read dot previously participated in flex layout, which added an extra leading column and visibly indented unread rows > - Parent rows also needed special handling because their collapse chevron occupies the normal leading gutter > - This pull request moves the unread dot out of desktop flex flow, preserves a consistent leading spacer, and positions parent-row dots after the chevron > - The benefit is consistent alignment for read, unread, leaf, nested, and collapsible parent rows without hiding tree controls ## Linked Issues or Issue Description ### What happened? In the Inbox, an unread row rendered its status icon and title farther right than an equivalent read row because the mark-read dot occupied its own flex column. On a collapsible parent row, the dot also competed with the leading chevron. ### Expected behavior Read and unread Inbox rows keep identical status/title alignment while preserving the unread affordance and any tree-expansion controls. ### Steps to reproduce 1. Run Paperclip from `master` and open the Inbox at desktop width. 2. Compare otherwise-equivalent read and unread leaf rows. 3. Expand a task tree containing an unread depth-zero parent. 4. Observe the unread row indentation and the dot competing with the parent chevron. ### Paperclip version or commit Reproduced against the pre-fix `master` parent of this PR. - **Deployment mode:** Local dev (`pnpm dev`). - **Installation method:** Built from source. - **Agent adapters involved:** Not adapter-specific; this is a core Inbox UI bug. - **Database mode:** Not database-related. - **Access context:** Board (human operator). - **Additional context:** No logs or configuration are involved; the regression is visual layout behavior covered by focused component/page tests. ## What Changed - Render the desktop unread dot as an absolute overlay so it does not consume row width; retain the existing in-flow behavior on mobile. - Add an `unreadDotPlacement` option so depth-zero collapsible parents place the dot after the leading chevron. - Reserve the same leading spacer for read and unread non-chevron Inbox rows. - Expand `IssueRow` and Inbox tests to cover leaf alignment, nested rows, parent chevrons, fading state, and mobile behavior. ## Verification - `pnpm exec vitest run ui/src/components/IssueRow.test.tsx ui/src/pages/Inbox.test.tsx` — 2 files, 30 tests passed. - `pnpm check:token-gates` — all three token gates clean across 630 scanned files. - Browser QA (desktop 1280px and mobile 375px) — PASS: read/unread desktop content measured at identical x positions; nested guides, parent chevron hit target, fading state, and mobile mark-read hit targets verified. ## Risks - Low risk: the change is isolated to Inbox row presentation and has focused regression coverage. - The main visual risk is breakpoint-specific placement of the mark-read dot; tests explicitly cover desktop absolute positioning and mobile in-flow positioning. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex `gpt-5.6-sol`, high reasoning effort, with repository/tool execution. The runtime did not expose a context-window size. - Original implementation commit also records assistance from Claude Opus 4.8. ## 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> |
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5d42382df4 |
feat(ui): stabilize workspace service controls (#9705)
## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI-agent work. > - Execution workspaces provide the local service loop where operators start, stop, restart, inspect, and open workspace services. > - The existing header exposed those actions through separate controls whose position and labeling changed across runtime states. > - That movement made the most common development actions harder to scan and easier to misclick, especially with multiple services or long URLs. > - The design therefore uses one fixed-geometry, state-aware control bar and keeps service-specific detail behind a compact disclosure. > - This pull request adds that control surface, maps existing runtime data and every pending mutation into it, and integrates it into the execution-workspace header without changing server contracts. > - The benefit is a calmer, predictable service-control loop across stopped, transitional, running, unhealthy, failed, multi-service, and narrow-width states. ## Linked Issues or Issue Description ### Subsystem affected `ui/ — React + Vite board UI` ### Problem or motivation Execution-workspace service actions move and change shape as runtime state changes, while URLs and multi-service status compete for header space. During bulk actions, operators also need every targeted service to show its transitional state immediately. ### Proposed solution Use one fixed-geometry, state-aware service control bar in the workspace header. Map existing runtime records into a stable status, URL, and actions model, and track each in-flight bulk request independently until it settles. ### Alternatives considered Keeping the separate quick-control buttons was rejected because their geometry changes by state. Showing every service inline was rejected because it makes the header too wide; per-service detail remains in a compact disclosure and the Services tab. ### Roadmap alignment Reviewed `ROADMAP.md`; this focused execution-workspace UI improvement does not duplicate a listed roadmap initiative. ### Additional context The published design and state viewer is available at https://pages.paperclip.ing/pap-14233-workspace-service-controls/. ## What Changed - Added `WorkspaceServiceControlBar`, a fixed-geometry responsive control for single- and multi-service runtime states. - Added 15 Storybook states covering running, stopped, transitions, unhealthy, failed, disabled, long-URL, mobile, and multi-service behavior. - Replaced `WorkspaceRuntimeQuickControls` in the execution-workspace header with adapters that map live services and all pending requests into the new control model. - Added focused unit coverage for service-entry construction, bulk pending overlays, request resolution, clipboard feedback, and header integration. ## Verification - `cd ui && NODE_ENV=development pnpm vitest run src/components/WorkspaceServiceControlBar.test.tsx src/components/WorkspaceRuntimeControls.test.tsx src/pages/ExecutionWorkspaceDetail.test.tsx` — 29 tests passed. - `NODE_ENV=development pnpm --dir ui typecheck` — passed. - `pnpm check:token-gates` — all token gates clean. - Reviewed the Storybook captures for all primary states. ## Risks - Low-to-moderate UI risk: service controls depend on adapter mapping from existing runtime records; focused tests cover single-service and bulk-action mapping and integration paths. - Multi-service bulk actions intentionally apply to all eligible services, while per-service actions remain in the disclosure. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.3-codex`; runtime-managed context window; coding/reasoning mode with repository, terminal, Git, GitHub CLI, and test execution tools. ## 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: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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a015ac7a57 |
fix(ui): allow interrupting queued issue runs (#9725)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The issue detail chat lets operators send messages while an issue run is live > - Messages sent during a live run are shown as queued and can expose an interrupt action > - The UI only treated running runs as interruptible, even though queued runs can also own the pending message > - That mismatch hid the interrupt button after sending a message while the agent run was still queued > - This pull request treats queued and running issue runs as interruptible and preserves the exact target run on optimistic and persisted comments > - The benefit is that operators can immediately interrupt the queued run their message is waiting behind ## Linked Issues or Issue Description - **What happened:** Sending a message while an issue-owned agent run was in `queued` state showed the message as pending but did not make the interrupt action available. - **Expected behavior:** A message queued behind either a queued or running issue run should retain that run as its interrupt target and expose the interrupt control. - **Steps to reproduce:** Open an in-progress issue with an issue-owned run still queued, send a chat message, and inspect the queued message actions. - **Version/commit:** Reproduced against the pre-change `master` UI behavior. - **Deployment mode:** Paperclip board UI with a queued issue execution run. ## What Changed - Generalized issue-run resolution from running-only to queued-or-running interruptible runs. - Used the interruptible run consistently for optimistic queue metadata, persisted comment decoration, cancel controls, and targeted interruption. - Added a regression test that sends a message behind a queued run and verifies the exact run is cancelled. ## Verification - `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx` — 44 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — repository-wide gate currently reports nine pre-existing `#9627` comment literals; this patch adds no token literals or gate violations. ## Risks - Low risk: the behavior change is limited to selecting queued issue-owned runs as valid interrupt targets in the existing chat flow. - Cancellation remains targeted by run ID, and the regression test verifies the queued run ID is preserved through optimistic and persisted comment states. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.4` via Codex CLI; context-window size is not exposed by this runtime; reasoning-enabled with repository, shell, GitHub CLI, and code-execution tools. ## 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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59fb27ff79 |
feat(inbox): let agents safely tidy user inboxes (#9724)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - The inbox is a per-user attention view, so archiving an item must not alter the underlying issue, assignment, or status > - Agents can help responsible users tidy resolved work only when the action is company-scoped, reversible, policy-controlled, and fully attributable > - The database and authorization foundations landed in #9654 and #9658, but the end-to-end archive routes, audit details, agent workflow guidance, and operator UI still need to ship together > - Separate stacked PRs #9659 and #9661 made the complete behavior harder to review and land as one coherent capability > - This pull request consolidates the remaining server, shared-contract, documentation, skill, and UI work on top of current master > - The benefit is a single reviewable change that lets agents safely archive responsible-user inbox items and lets users control or undo that behavior ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting inbox management across shared contracts, server authorization/routes/services, shipped agent skills, and the board UI. ### Problem or motivation Agents may complete work whose issue remains in the responsible user's Mine inbox. Existing board-user archive behavior does not provide the agent-facing policy endpoints, target resolution, heartbeat-run attribution, typed denials, conservative workflow guidance, or UI needed for safe agent-managed cleanup. ### Proposed solution Allow authorized agents to archive or unarchive responsible-user inbox items under the user's open, allowlist, or disabled policy; preserve actor/agent/run attribution in issue detail and activity records; expose policy controls and agent archive attribution in the UI; and document conservative cleanup rules for agents and PR gardening. ### Alternatives considered - Reuse generic issue mutation permissions: rejected because inbox state belongs to a target user and requires user-scoped authorization. - Automatically archive every completed or closed item: rejected because completion signals can still require human review or a decision. - Keep the backend and UI as separate stacked PRs: superseded by this consolidated PR so the complete user-visible behavior can be reviewed and verified together. ### Related work - Builds on merged foundations #9654 and #9658. - Supersedes the remaining stacked changes in #9659 and #9661. - `ROADMAP.md` has no overlapping inbox archive or inbox authorization initiative. ## What Changed - Added shared inbox-agent policy types and validators plus company-scoped self-service policy routes and OpenAPI coverage. - Enabled agent archive/unarchive mutations with responsible-user targeting, policy enforcement, typed failures, attribution, idempotency, and detailed activity auditing. - Returned agent archive attribution in issue detail and documented reversible inbox cleanup semantics in the implementation spec and Paperclip skill. - Added conservative PR-gardening inbox tidy guidance that keeps GitHub access read-only and avoids archiving work that still needs human action. - Added the Profile settings policy control and Issue Properties attribution/unarchive UI with focused component coverage and narrow-pane handling. ## Verification - `pnpm exec vitest run server/src/__tests__/inbox-archive-routes.test.ts server/src/__tests__/inbox-agent-policy-routes.test.ts server/src/__tests__/authorization-service.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/components/InboxAgentPolicyControl.test.tsx ui/src/components/IssueProperties.test.tsx` — 110 passed. - `pnpm --filter @paperclipai/db exec vitest run src/inbox-archive-agent-policies-migration.test.ts` — 1 passed. - `node --test .agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — changed files are clean; the repository-wide command currently reports nine unrelated pre-existing `#9627` literals outside this PR's diff. ## Risks - Agent inbox mutations broaden an existing endpoint path, so authorization and target resolution must remain fail-closed; focused route and authorization tests cover allowed and denied paths. - Archive state affects only the responsible user's inbox presentation and remains reversible; it does not mutate issue status, assignment, or visibility. - The UI policy defaults to the existing open behavior, while allowlist and disabled modes can reduce agent access. - This PR intentionally builds on #9654 and #9658 and contains no new migration number or modification to an already-applied 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 using GPT-5.4, medium reasoning, repository tool use, shell execution, code review, and 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 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 (`feat/inbox-agent-archive-complete`) 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 Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
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52aea90263 |
feat: organize skills with nested folders and My Skills (#9633)
## Thinking Path > - Paperclip is the open source control plane people use to organize and govern AI-agent companies > - Company skills are durable resources that users browse, import, assign, and maintain over time > - A flat skill list plus tags does not provide a stable location or hierarchy for personal, company, project-imported, and bundled skills > - Folder paths need to be canonical, company-scoped, safe to move, and preserved across re-imports without changing skill IDs > - The `/skills` UI also needs traversal, breadcrumbs, move/create flows, and a dedicated My Skills namespace that work on desktop and mobile > - This pull request adds the folder data model and APIs, reserved-root lifecycle, project import behavior, and the folder-first skills experience > - The benefit is a predictable filesystem-like organization model while tags remain available for cross-cutting classification ## Linked Issues or Issue Description Refs #9619 — the reviewed folder foundation was intentionally closed and folded into this combined feature PR. Refs #9026 — earlier flat-folder attempt superseded by this integrated implementation. Refs #3281 — related skill organization proposal; this PR uses canonical persisted folders rather than deriving groups from skill keys, and does not add hidden-skill behavior. **Feature request** - **Problem:** Skills currently lack a canonical hierarchical location, making personal skills, project imports, bundled skills, and company-authored skills difficult to traverse and manage at scale. - **Proposed behavior:** Add nested company-scoped folders with stable paths, reserved My/Projects/Bundled roots, subtree queries, safe move/create operations, and a folder-first `/skills` library UI. - **Import behavior:** New project scans file skills under `projects/<project-slug>`; later imports update content without overriding a user-selected folder. - **Alternatives considered:** Tags alone remain useful for cross-cutting classification, but they do not provide canonical location, nesting, reserved namespaces, or stable import placement. - **Roadmap alignment:** Extends the completed Skills Manager and Scheduled Routines capabilities without duplicating an active roadmap item. ## What Changed - Adds `folders` persistence for routine and skill folders, nested canonical paths, parent/slug/system-key fields, migration backfills, and reapply-safe migrations `0174`–`0175` after current master migrations. - Adds company-scoped folder CRUD, cycle/depth/namespace validation, reserved My/Projects/Bundled lifecycle, item moves, subtree filtering, and folder paths on skill results. - Preserves project-import placement: first import files into the project folder, while re-import keeps user-owned placement and stable skill IDs. - Adds the `/skills` folder tree rail, tags facet, breadcrumbs, subfolder browser, move/new-folder dialog, canonical detail location, inline tag editing, and folder-aware Studio creation. - Keeps bundled skills read-only even when their source metadata is incomplete by detecting the reserved Bundled folder and hiding selection/move actions. - Extends routine folder UI and OpenAPI coverage, and adds regression tests across migrations, services, routes, tree helpers, pages, and Studio creation. ## Verification - `pnpm exec vitest run packages/db/src/nested-skill-folders-migration.test.ts server/src/__tests__/folders-routes.test.ts server/src/__tests__/folders-service.test.ts server/src/__tests__/company-skills-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/components/folders/FolderControls.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx ui/src/components/folders/skill-folder-tree.test.ts ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx ui/src/pages/SkillStudio.test.tsx ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts` — 13 files, 192 tests passed. - `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests passed after preserving the existing PR's bundled-skill fixes. - `pnpm -r typecheck` — passed for all workspace packages. - `pnpm test:run` — passed in an isolated CI-like environment with inherited Paperclip runtime identity and static AWS credential variables removed. - `pnpm build` — production build passed for all workspace packages. - Greptile iteration 2 — 5/5 confidence with zero unresolved threads on commit `ff2d67aa71`. - Latest-head GitHub checks — all success, neutral, or skipped; PR is mergeable with a clean merge state. - `pnpm check:token-gates` — reports nine existing `#9627` comment false positives already present on `master`; this PR introduces no new token violation. ## Risks - **Migration/backfill:** `0174` creates the foundation and `0175` adds nested/reserved semantics. Both are ordered after current master migration `0173`, are covered by numbering/safety checks, and are designed to be reapply-safe. - **Reserved namespaces:** My, Projects, and Bundled roots are service-managed. Regression coverage prevents namespace squatting, cross-company folder use, bundled writes, cycles, and excessive depth. - **Behavioral change:** Project scans choose a project folder only on initial creation; existing skills deliberately retain their current folder during refresh. - **UI scope:** The folder rail applies to the Installed library; Catalog retains the discovery-oriented category sidebar. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.5` in Codex CLI, medium reasoning mode; runtime did not expose a context-window value. Used repository/file tools, terminal execution, Git/GitHub operations, test execution, and code editing. ## 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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Dotta
|
8b04147ca4 |
perf(ui): stop polling the event-sourced company live-runs list (#9701)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its web UI keeps live views fresh with a live-events websocket plus React Query, and #9627 began replacing polling with event-sourcing (pushing data into the cache) > - After the churn fixes (#9624) and #9627 shipped, a long-lived tab's memory footprint was still climbing, so I re-profiled with the Chrome DevTools MCP > - The dominant remaining churn is React Query re-arming a polled query's `refetchInterval` timer on **every** observer notification — and our live-event handlers `setQueryData(liveRuns(companyId))` on nearly every event, so each pushed update re-arms every `liveRuns` observer's timer (the sidebar is always mounted) > - #9627 event-sourced the live-runs data but left the now-redundant `refetchInterval` in place, so we did half the fix — the poll is pure waste and the thing re-arming timers > - This pull request removes `refetchInterval` from the event-sourced company live-runs queries so the frequent cache writes have no timer to re-arm > - The benefit is that the steady-state timer churn on the most-observed resource collapses, so the off-heap footprint stops climbing ## Linked Issues or Issue Description No public GitHub issue exists; describing inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR", following the bug report template. Continues #9569 / #9624 / #9627. **What happened?** With the earlier fixes deployed, a browser tab left open on the app kept growing its memory footprint. MCP profiling showed ~100+ `setInterval` create/clear cycles per 5s on an aged tab (vs ~16 fresh), all from React Query's refetch-interval timers being re-armed on every `setQueryData` to the frequently-written `liveRuns(companyId)` query. **Expected behavior** A resource whose data is pushed (event-sourced) should not also poll; cache writes should not repeatedly re-arm interval timers. Idle tabs should hold a bounded footprint. **Steps to reproduce** Open a tab with agents streaming, leave it open, and instrument `setInterval`/`clearInterval`: the churn rate climbs and traces to `QueryObserver.updateTimers` (`refetchInterval`) for `liveRuns`, re-armed by every live-event cache write. **Paperclip version or commit** Branch `perf/drop-live-runs-refetch-interval`, off `master` (after #9627). **Deployment mode** Local dev (`pnpm dev`), web UI. Core UI live-updates plumbing; not adapter-specific. ## What Changed - Set `refetchInterval: false` on every site that polls the **plain** `queryKeys.liveRuns(companyId)` query (event-sourced by #9627): `Sidebar`, `SidebarAgents`, `Issues`, `Inbox`, `IssueDetail` (companyLiveRuns), `ProjectDetail` (×2), `Routines`, `ExecutionWorkspaceDetail`, `bridge-init`. - Removed the now-unused `useVisibilityRefetchInterval` interval vars/imports in `Issues`, `Inbox`, `IssueDetail`. - **Left variant-key sites polling on purpose** — `Agents` page (`[...liveRuns, "agents-page"]`) and `ActiveAgentsPanel` (`[...liveRuns, scope, …]`) are NOT event-sourced by #9627 (different exact cache key), so dropping their poll would make them stale. Those are a later phase. - Freshness for the converted queries now comes from event-sourcing (#9627) + its reconnect reconcile; the initial mount fetch and cross-tab publish (`usePublishSharedQueryData`) still happen. ## Verification - MCP profiling identified the churn: the single churning callback is React Query's `refetchInterval` timer, re-armed by `setQueryData(liveRuns)` on live events. - `vitest`: all affected suites pass (`Sidebar`, `SidebarAgents`, `Issues`, `Inbox`, `IssueDetail`, `ProjectDetail`, `Routines`, `ExecutionWorkspaceDetail`, `LiveUpdatesProvider`) — 153 tests. - Updated two `SidebarAgents` linger-window tests: they advanced fake timers to the *exact* linger-expiry boundary and had relied on poll-induced re-renders to flush. The linger self-schedules its own `setTimeout`, so the tests now cross the boundary with a small margin + an explicit flush (no product change). - `tsc -b` clean. - End-to-end footprint reduction should be re-measured against a rebuilt bundle with the same instrumentation. ## Risks Low, client-only. - `liveRuns(companyId)` freshness now depends entirely on event-sourcing + reconnect reconcile (both from #9627). If an event path is missed, the reconnect handler refetches once; durable replay is a planned later phase. - Variant-key run lists (Agents page, ActiveAgentsPanel) are unchanged and still poll, so they don't regress. - Issue-scoped run queries (`issues.liveRuns/activeRun/runs`) are **not** touched here — they aren't event-sourced yet and are a separate phase. ## Model Used - **Provider:** Anthropic, via the Claude Code CLI. - **Model:** Claude Opus 4.8 (`claude-opus-4-8`). - **Reasoning mode:** Extended thinking enabled. - **Capabilities used:** tool use (shell, file editing), and the Chrome DevTools MCP to re-profile the live instance and pinpoint the `refetchInterval` timer churn. ## 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 (a perf/plumbing change) - [x] I have searched GitHub for duplicate or related PRs and linked them above (continues #9627; no duplicates) - [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 considered and documented any risks above - [ ] I have updated relevant documentation to reflect my changes (N/A — no user-facing docs; rationale documented inline) - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) |
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DottaandClaude Opus 4.8
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054b076b58 |
fix(ui): keep inbox hover and j/k keyboard selection in sync across list reshapes (#9680)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Inbox is the primary triage surface; it supports both mouse hover and `j`/`k` keyboard navigation over a flat, expandable list of rows > - Hover and keyboard selection are meant to be a single shared "cursor": hovering a row and then pressing `j`/`k` should continue from the hovered row, not jump elsewhere > - A prior hover-perf rewrite moved the hovered row into a numeric `hoveredIndexRef` and nulled it whenever the list reshaped; because the inbox polls constantly, any refresh between hovering and pressing a key dropped the hovered index > - With the hovered index dropped, the next keypress fell back to selection index `0`, stranding the cursor at the top of the list instead of continuing from the hovered row > - This pull request tracks the hovered row's stable identity (a nav key) alongside the numeric index and re-anchors it by key across reshapes, mirroring the existing keyboard-selection reconciliation > - The benefit is that mouse hover and keyboard navigation stay in sync exactly as intended, even while the inbox is polling ## Linked Issues or Issue Description **Bug report** - **What happened:** In the Inbox, hovering a row with the mouse and then pressing `j`/`k` (or another keyboard shortcut) does not continue from the hovered row. If the list refreshes (which happens on the inbox's constant polling) in the moment between hovering and pressing a key, keyboard selection snaps back to the top row instead. - **Expected behavior:** The keyboard cursor should be in sync with the hovered row — pressing `j`/`k` after hovering should move relative to the row the mouse is over. - **Steps to reproduce:** 1. Open the Inbox with several rows. 2. Hover the mouse over a row partway down the list. 3. Wait for (or trigger) a background poll/refresh of the list. 4. Press `j` or `k`. 5. Observe selection jumps to the top of the list instead of continuing from the hovered row. - **Root cause:** The `[flatNavItems]` effect nulled `hoveredIndexRef` on every list reshape. Since hover also clears the keyboard selection band to `-1`, the fallback selection index resolved to `0`. ## What Changed - Hoisted `navEntryKey` to module scope so it can compute a stable, index-independent identity for a nav row from both the hover handler and the reshape effect. - Added `hoveredNavKeyRef` to track the hovered row's stable key alongside the existing numeric `hoveredIndexRef`, set whenever the pointer selects a row. - On list reshape, re-anchor the hovered index by key (find the row with the same key) instead of unconditionally dropping it; only drop the hover when the row is actually gone. This mirrors the existing `selectedIndex` key-based reconciliation. - Added a unit test that hovers a row, reshapes the list via a simulated poll, presses `j`, and asserts selection continues from the hovered row. ## Verification - `pnpm --filter ./ui exec vitest run src/pages/Inbox.test.tsx` → 15/15 passing, including the new hover→`j`/`k` sync test and the existing keyboard-nav tests. - The new test explicitly covers the reshape-during-hover path that the prior test suite had deferred to live/e2e verification. ## Risks - Low risk. The change is confined to the Inbox's in-memory hover/selection bookkeeping (two refs and one effect); it adds no new renders (hover still paints via CSS `:hover`) and touches no data fetching, routing, or persistence. Behavior is unchanged when the list does not reshape; when it does, the hover now follows the same row instead of being dropped. ## Model Used - Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, used with extended thinking and tool use (file edits, running the UI test suite locally). ## 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 - [ ] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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f44a002b8d |
fix(ui): restore prefix-aware company export/import links (#6648)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Each company workspace in the web UI is mounted under a URL prefix (e.g. `/NEU/company/...`), and `Link` from `@/lib/router` applies that prefix automatically via `applyCompanyPrefix` > - Company Settings rendered its Org Chart, Export, Import, and Cloud Upstream buttons as raw `<a href>` anchors, which drop the prefix, so those pages 404 on prefixed instances (#2910); `CompanyExport.filePathFromLocation` also failed to locate `/company/export/files/` inside prefixed URLs, breaking export file previews > - #2951 fixed the Settings links with `<Link to>` plus tests, but the sandbox-settings work in #4415 reverted the links back to `<a href>`, silently reintroducing the bug (#6647) > - This pull request restores the prefix-aware `<Link>` for all four Settings links, normalizes the pathname with `toCompanyRelativePath()` before matching the export-files marker, and adds regression tests covering every route so the fix cannot be lost again > - The benefit is that export/import/org-chart/cloud-upstream navigation and export file previews work on every prefixed deployment ## Linked Issues or Issue Description Fixes: #6647 Refs #2910 (original report: `/company/export` → prefix `COMPANY` → not found) Refs #2951 (original fix with `<Link to>` + tests — merged, then lost) Refs #4415 (sandbox settings PR that reverted Settings back to `<a href>`) ## What Changed - **`ui/src/pages/CompanySettings.tsx`**: use `Link` from `@/lib/router` for the Org Chart, Export, Import, and Cloud Upstream buttons (replacing raw `<a href>`) - **`ui/src/pages/CompanyExport.tsx`**: resolve file paths from prefixed URLs by normalizing with `toCompanyRelativePath()` before matching `/company/export/files/` - **`ui/src/lib/company-routes.test.ts`**: regression tests for export/import/cloud-upstream/org prefix rewriting, double-prefix prevention, and export file URL normalization ## Verification ```bash pnpm vitest run ui/src/lib/company-routes.test.ts ``` Manual: 1. Open `http://localhost:3100/NEU/company/settings` (or your company prefix). 2. Click **Export** / **Import** — URL should stay under `/:prefix/company/...`. 3. On export, select a file — URL should be `/:prefix/company/export/files/...` and preview should load. The change is navigation-target-only (no visual/layout changes), so before/after is shown as the resolved URLs: | Link | Before (prefix dropped → not found) | After | |------|-------------------------------------|-------| | Export | `/company/export` | `/NEU/company/export` | | Import | `/company/import` | `/NEU/company/import` | | Org Chart | `/org` | `/NEU/org` | | Cloud Upstream | `/company/settings/cloud-upstream` | `/NEU/company/settings/cloud-upstream` | ## Risks Low — same approach as #2951; only navigation/parsing, no API changes. ## Model Used - Original implementation: authored by @qbamca in Cursor (agentic editor; the session's exact model ID was not recorded) - Follow-up commit (merge-conflict resolution) and this description update: Claude Fable 5 (Anthropic, `claude-fable-5`, extended thinking, agentic tool use), operated by the Commit Capital triage team ## 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 (no doc changes required — behavior matches documented routing) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending re-review of the conflict-resolution commit) - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Jakub Mikiciuk <jmikiciuk@igus.net> Co-authored-by: Cursor <cursoragent@cursor.com> Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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8eff54bc47 |
[codex] Explain AWS secret creation failures in the UI (#9645)
## Thinking Path > - Paperclip is the open source control plane operators use to manage AI-agent companies. > - Operators can store runtime secrets in provider vaults such as AWS Secrets Manager. > - The server already preserves sanitized AWS failure details, including the failed operation, required IAM capability, region, and safe recovery options. > - The create-secret dialog reduced that structured response to a generic message, leaving operators unable to understand or fix failed AWS writes. > - This pull request keeps the safe structured error through the UI and presents concise, actionable diagnostics without exposing raw AWS principals or account details. > - The benefit is that operators can correct IAM access or link an existing AWS secret immediately instead of debugging an opaque failure. ## Linked Issues or Issue Description No public issue was found for this exact UI gap. Bug report: - What happened: creating a Paperclip-managed value in AWS Secrets Manager could fail with a generic dialog error even though the API returned safe, actionable provider details. - Expected behavior: the dialog should identify the AWS operation, required IAM capability, region, provider vault, and safe alternative while keeping raw cloud-provider details redacted. - Steps to reproduce: configure an AWS Secrets Manager provider vault without `secretsmanager:CreateSecret`, then create a Paperclip-managed secret using that vault. - Paperclip version/commit: current `master` before this PR. - Deployment mode: Paperclip server with an AWS Secrets Manager provider vault. Related prior server-side propagation work: - Refs #9161 ## What Changed - Preserve the structured `ApiError` returned by failed create-secret mutations instead of reducing it to a string. - Render AWS-specific, sanitized diagnostics with the required IAM capability, region, provider vault, operation, and external-reference recovery option. - Add a full dialog render regression test that verifies actionable details appear and raw AWS ARN/account information does not. ## Verification - `pnpm exec vitest run ui/src/pages/Secrets.render.test.tsx` — 1 file passed, 15 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check public-gh/master...HEAD` — passed. ### Visual Verification QA verified both states in Chromium at head `357cd2271` using the real `Secrets` component and confirmed that raw AWS account, ARN, assumed-role, and provider exception details are absent from the rendered DOM. **AWS access-denied diagnostics**  **Generic non-AWS fallback**  ## Risks Low risk. The change only affects failed create-secret presentation in the UI; successful secret creation, API contracts, schema, and migrations are unchanged. The structured details are server-sanitized, and the regression test confirms raw AWS principal/account data is not rendered. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI `gpt-5.4` via Codex CLI, with tool-enabled repository editing, shell execution, Git, GitHub, and Paperclip API access. Reasoning mode and exact context-window size were not exposed by the 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> |
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DottaandPaperclip
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8368fb30b0 |
fix(routines): coalesce sub-hourly catch-up runs (#9649)
## Thinking Path > - Paperclip is the open source control plane people use to run AI-agent companies. > - Scheduled routines support catch-up policies when the server resumes after missed cron ticks. > - The existing capped replay policy dispatched once per missed tick, which can flood the board after downtime for frequent schedules. > - Sub-hourly routines usually need one prompt catch-up execution rather than historical per-tick replay, while hourly-or-slower schedules may rely on the existing behavior. > - This pull request coalesces missed sub-hourly ticks into one execution and keeps the slower-schedule behavior unchanged. > - The benefit is bounded recovery work without changing the semantics of lower-frequency scheduled routines. ## Linked Issues or Issue Description ### What happened? When a scheduled routine using `enqueue_missed_with_cap` resumes after several missed sub-hourly cron ticks, Paperclip dispatches one catch-up execution for every missed tick. Those executions arrive in a same-second burst and can flood the board with duplicate-looking work. ### Expected behavior Sub-hourly schedules should advance past all missed ticks but dispatch exactly one catch-up execution. Hourly-or-slower schedules should retain capped per-tick replay. ### Steps to reproduce 1. Build Paperclip from `master` and create a routine with a sub-hourly cron schedule and `catchUpPolicy: enqueue_missed_with_cap`. 2. Set its persisted `nextRunAt` far enough in the past to cover several scheduled occurrences. 3. Run routine catch-up processing. 4. Observe multiple catch-up dispatches instead of one coalesced execution. ### Paperclip version or commit Reproduced on `master` before this PR. ### Deployment mode Built from source in local development with embedded PGlite. ## What Changed - Classify sub-hourly cadence from timezone-aware scheduled occurrences, avoiding daily multi-minute false positives while supporting schedules restricted to active days. - Coalesce all missed sub-hourly ticks into one catch-up dispatch while advancing `nextRunAt` to the next future occurrence. - Preserve capped per-tick replay for hourly-or-slower schedules. - Clarify the catch-up policy labels in both routine editing surfaces. - Add regression coverage for both the coalesced and preserved behaviors. ## Verification - `pnpm exec vitest run server/src/__tests__/routines-service.test.ts --testNamePattern='coalesces multiple missed sub-hourly ticks|continues replaying each missed hourly tick|continues replaying missed ticks for daily schedules with multiple minute values|coalesces sub-hourly schedules restricted to weekdays'` — 4 passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — clean. ## Risks - Low-to-moderate behavioral risk: sub-hourly routines using `enqueue_missed_with_cap` now intentionally receive one recovery execution instead of one per missed tick. - Hourly-or-slower schedules retain their previous capped replay behavior, limiting the compatibility surface. - No schema, migration, workflow, or lockfile changes. > 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 CLI with GPT-5.5, medium reasoning, code execution and repository tool use; the runtime did not expose a 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> |
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3ae2c30f2f |
feat(skills): import skills from projects (#9620)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Company skills make reusable agent behavior discoverable and editable from one place. > - Projects already contain skill directories, but operators had to import each skill path manually. > - Copying those skills would break the desired write-through workflow between Skill Studio and the source project. > - The server therefore needs a safe preview/select/import contract that only accepts rediscovered, workspace-contained candidates. > - The UI needs a guided project picker that explains reference semantics, handles conflicts, and remains usable on mobile. > - This pull request adds that end-to-end project skill import flow with authorization, tenant-scope, traversal, and symlink regression coverage. > - The benefit is faster bulk onboarding while keeping project files as the single source of truth. ## Linked Issues or Issue Description **Feature request** **Problem:** Importing several skills already stored in a Paperclip project requires operators to discover and submit each local path individually. This is slow, hides which well-known directories were searched, and makes conflict/already-imported states difficult to evaluate before mutation. **Proposed solution:** Add an “Import skills from project” flow that previews skills from well-known directories, lets operators selectively import eligible candidates, and stores local-path references so Skill Studio edits write through to the project files. **Alternatives considered:** Copying files into company-managed skill storage was rejected because it creates divergent copies. Trusting client-supplied paths was rejected because imports must be constrained to server-rediscovered, workspace-contained candidates. **Additional context:** GitHub duplicate search found no existing issue or PR for this exact workflow. Refs #3799 for related skill-import inventory behavior; this PR does not claim to close that issue. ## What Changed - Extend `scan-projects` with backward-compatible preview and selective-import modes, typed validation, candidate statuses, and OpenAPI coverage. - Discover project skills under `skills`, `.agents/skills`, `.claude/skills`, `.codex/skills`, `.cursor/skills`, `.opencode/skills`, and `.gemini/skills`. - Re-discover selections server-side, enforce company/project/workspace scope, and reject traversal or symlink escapes before creating `local_path` references. - Add the Skills-page menu entry and responsive project import dialog with project selection, grouped candidates, select all/deselect all, conflicts, empty/error/403 states, and import results. - Add route, service, and component regressions for preview authorization, cross-tenant selections, traversal/symlink safety, selection counts, grouping, and result semantics. ### Screenshots **Choose a project**  **Review discovered skills**  **Mobile selection footer**  **Import result**  ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts ui/src/pages/skills/ImportSkillsFromProjectDialog.test.tsx` — 3 files, 81 tests passed. - `pnpm check:token-gates` — all token gates clean. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - Security review passed after adding tenant-scope and unauthorized-preview regressions; UX re-review approved desktop/mobile surfaces; QA passed all seven acceptance areas including write-through editing, deduplication, conflicts, empty state, and permission denial. ## Risks - Files remain referenced in project workspaces, so moving or deleting a source directory can make an imported skill unavailable; the UI explicitly communicates the reference behavior. - New well-known directory scans may discover more candidates than older versions, but preview mode prevents mutation until the operator confirms a selection. - The endpoint remains backward compatible: omitting `mode` preserves the prior full-import behavior. - No schema migration or telemetry event changes. > 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 - Anthropic Claude Opus 4.8 with tool use/code execution assisted with the UI implementation and UX polish. OpenAI Codex CLI with tool use/code execution assisted with server implementation, security fixes, regression coverage, integration, and PR preparation; the runtime did not expose Codex's exact backing model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
