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1c07b5903b feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The left nav is the main way people move between tasks, the inbox,
and Agent Chat
> - The nav has separate Inbox and Tasks rows that show overlapping
work, and Chat is one row among many
> - The side panel beside a chat shows the conversation's own artifacts,
not the work the agent did
> - People want Chat to be easy to find, and they want one place for
their task views
> - This pull request moves Chat to the top of Work, shows the agent's
tasks and artifacts beside each chat, and adds an experimental flag that
folds Inbox into Tasks
> - The benefit is a shorter nav and a chat view that shows what the
agent is working on. Both changes stay off until an operator enables
them

## Linked Issues or Issue Description

Refs #14706 (the secondary Agent Chat navigation this change builds on)
Refs #14848 (reopen the last visited agent chat)

**Subsystem affected**
UI navigation (left nav, mobile tab bar), Agent Chat side panel, task
list and inbox, and the company artifacts API.

**Problem or motivation**
Inbox and Tasks are two nav rows for overlapping work. Chat sits in the
top group with no clear home. The chat rail lists only agents you
already talked to, so you cannot see your other teammates there. The
side panel beside a chat shows only the conversation's own artifacts. It
does not show the tasks and files the agent made.

**Proposed solution**
With Agent Chat on, Chat leads the Work section and the rail lists every
eligible agent. The chat side panel opens on the agent's tasks as cards,
and the agent's artifacts are available from +. A new experimental flag,
Combined Inbox + Task List, makes Inbox a set of views inside Tasks.

**Alternatives considered**
Rebuilding the inbox inside the task list. Instead, `/issues` hosts the
existing Inbox component for inbox views and the existing task list for
status views, so all inbox behaviour stays the same.

**Roadmap alignment**
Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes
are behind experimental flags that are off by default.

## What Changed

- **Agent Chat nav (streamlined shell):** Chat is the first row of Work,
not a top-group row. Workspaces leaves the nav while Agent Chat is on.
The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell
keeps master's top-group Chat row.
- **Chat rail:** `AgentConversationsSidebar` lists every eligible agent.
The open chat is first, then conversations by recent activity, then the
rest of the roster alphabetically. Terminated agents and agents you left
are omitted unless you have history with them. The picker still marks
only real conversations as "Open chat".
- **Chat side panel:** a new default Tasks tab shows one card per task
the agent created, was assigned, commented on, or acted on, newest
first. It has the task list's filter popover and a sort control. **+ →
Artifacts** shows the agent's artifacts as cards. Cards open in a new
tab. Agent Chat off keeps the old Artifacts tab.
- **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts
`agentId`. The filter applies to documents, work products, and
attachments by the agent each result is attributed to. The shared
validator and the UI client carry the new parameter, and the OpenAPI
entry picks it up from the shared schema.
- **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by
default):** new card in Settings > Experimental. The Inbox row goes away
and its badge moves to Tasks. A Views menu on `/issues` covers Mine,
Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done.
Bare `/issues` opens the last-used view (default Mine). Links that carry
`assignee`, `workspace`, `participantAgentId`, or `q` open All so the
filter is kept. `/inbox/*` and
`/issues/{all,active,backlog,done,recent}` redirect to the matching
view. `/inbox/requests` stays its own page.
- **Task detail breadcrumb:** the view key now decides the source, so
quick-archive still works after a reload from an inbox view.
- **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail,
the chat side panel, and the new flag.

## Verification

- `cd ui && npx vitest run --no-file-parallelism src/components/chat
src/components/task-side-panel/TaskSidePanel.test.tsx
src/components/AgentConversationsSidebar.test.tsx
src/components/Sidebar.test.tsx
src/components/SidebarCompanyMenu.test.tsx
src/components/Layout.test.tsx src/pages/AgentChats.test.tsx
src/pages/InstanceExperimentalSettings.test.tsx
src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts
src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx
src/App.activity-routing.test.tsx
src/components/MobileBottomNav.test.tsx
src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass.
- `cd server && npx vitest run
src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including
the new agent-filter test across all three artifact sources.
- The new rail test fails against the unmodified rail.
- `pnpm check:token-gates`: all gates clean.
- Manual: enable Agent Chat in Settings > Experimental. Open Chat. The
rail lists all agents. Open a chat. The side panel shows the agent's
tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable
Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a
Views menu.
- Snapshot baselines are intentionally not updated. See
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- With both flags off, the app behaves like master. The only exception
is the API: it accepts a new optional query parameter.
- With Agent Chat on, the rail can list many agents in a large company.
It uses the agent list the app already loads, and search filters it.
- The Tasks panel reads at most 200 recently updated tasks per agent and
says so when it reaches the limit. The Artifacts panel reads at most 500
of the agent's artifacts.
- Combined Inbox + Task List changes what bare `/issues` opens for
people who enable it. Deep links with a task filter still open All.

## Model Used

- Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code
with tool use (shell, file edit, test runs). Extended thinking was
enabled.

## Checklist

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

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

---------

Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 02:13:46 -07:00
DottaandPaperclip eb049aebf2 feat(skills): let agents update company skills safely (#15049)
## Thinking Path

> - Paperclip is an open source control plane for AI-agent companies.
> - Company skills give agents reusable work instructions.
> - Skill Studio can edit skill files and save version history.
> - Agents can create a skill, but they do not have a first-class update
tool.
> - An agent update needs a version check and safe retry behavior to
prevent lost edits.
> - This pull request adds `update_skill` through the existing company
skill file API.
> - The change keeps company policy, version history, and audit records
in one path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: the server API, shared validation, and runner tool
catalog.

**Problem or motivation**

An agent can create a company skill but cannot update its `SKILL.md`
through a first-class tool. An unguarded retry can also create duplicate
versions or overwrite a newer edit.

**Proposed solution**

Add `update_skill` with a required current version ID and a retry key.
Route it through the existing skill file API. Reject stale versions and
changed-input retries. Save the version and audit event together.

**Alternatives considered**

A separate write endpoint would duplicate the Skill Studio mutation path
and policy checks. This PR reuses that path instead.

**Roadmap alignment**

This work extends Skills Manager and Skill Studio, which are listed in
`ROADMAP.md`.

**Additional context**

The tool accepts a complete `SKILL.md`, not a partial patch. Callers
must read the current version before they edit it.

## What Changed

- Add optional version and retry fields to the existing skill file
update contract.
- Add a guarded API update with a stable retry receipt and attributed
audit event.
- Add `update_skill` to native and semantic runner tool catalogs, with
mode and policy gates.
- Add unit, integration, protocol, and semantic-tool regression
coverage.
- Document agent use and extend the OpenAPI request contract.

## Verification

- Focused tests and direct server and runner TypeScript checks passed
before this PR.
- `git diff --check` passed after the rebase onto `master`.
- CI passed on the latest PR head, including the full test matrix,
typecheck, and build. Local full typecheck and build stopped because
`cargo` is not installed. The local full test run ended without a
verdict.
- No dedicated end-to-end eval scenario was added or run. The protocol
coverage and semantic-tool test cover the new action deterministically.
- Reviewers can read a skill version, call `update_skill`, repeat the
same key, then try a stale version and a changed-input key. Only the
first edit must create a new version.

## Risks

- File writes and database transactions must stay in sync when a write
fails. The integration tests cover failed writes and retry behavior, but
CI must verify them on the PR head.
- Existing Skill Studio callers do not send the new optional
coordination fields. Their request shape remains valid.

## Model Used

- OpenAI Codex CLI assisted with this change. The runner did not expose
the exact model ID or context window. The agent used code execution and
repository 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; exact model ID and context window were not exposed)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused tests; full suite
is pending CI)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (53 pass, 4 skip on the latest
head)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:37:55 -05:00
DottaandPaperclip b17019e14d fix(agents): reduce default instructions and qualify stock harnesses (#14948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its adapters supply task context and access to Paperclip skills and
tools.
> - The default hire manual and shared prompts also repeat general work
procedures.
> - Those procedures overlap with stock provider instructions and the
Paperclip skill.
> - Existing E2E fixtures supply a QA manual, so they do not qualify the
production default.
> - This pull request reduces the generic instructions and adds real
default-hire coverage.
> - The benefit is less competing guidance, with inspectable evidence
for preserved skills and task context.

## Linked Issues or Issue Description

Refs: #14920. That merged change preserves native Codex base
instructions. This PR covers the default manual, shared legacy prompts,
operational skill guidance, and the narrowly approved ACP
skill-discovery/session-environment repair for measured delivery and
credential-persistence failures.

**What existing behavior does this improve?**

New non-CEO hires without a custom bundle and legacy task/chat startup
and continuation prompts.

**Current behavior**

The shipped default manual contains 602 words. Generic task/chat prompts
and ordinary resume deltas repeat work procedures already available
through the harness and Paperclip skill.

**Proposed behavior**

The default manual contains only the eight-word company identity. Shared
startup prompts retain identity and connection guidance. Ordinary resume
deltas retain current work context without the generic execution
contract.

**Reason and benefit**

Let the stock harness guide general work. Keep Paperclip-specific
capabilities and independently test default hires, skills, ordered
comments, and chat restart.

**Breaking changes**

New default hires receive less guidance. Existing saved manuals,
explicit custom bundles, CEO templates, and specialized wake contracts
retain their behavior. The obsolete includeExecutionContract option
remains accepted for source compatibility.

## What Changed

- Reduce the default hire manual to one sentence.
- Reduce shared task/chat defaults and remove the generic
ordinary-resume contract.
- Keep connection guidance, auth, skills, custom prompts, and
specialized wake context.
- Add credential-free instruction-boundary gates and 26 explicit Product
E2E cells across eight legacy/native profiles, including two focused
Paperclip-storage cases.
- Capture public hire receipts before providers run, then grade
delivered prompts and independent task/chat outcomes.
- Add an early legacy skill API recipe for saving a task document,
checking the saved revision receipt and linking the document. Improve
stock task/heartbeat skill-selection metadata and show a clickable
Markdown UI-link example. Keep native tool completion separate.
- Advertise bounded routing descriptions and exact successfully staged
SKILL.md paths in legacy ACP Claude; keep full bodies on demand and
preserve remote path rebasing.
- Remove only the provider environment from copied persisted ACP session
records, while loading current run credentials and preserving all other
options/conversation state.
- Regenerate both capability metadata inventories and reject stale
manifests/inventories before provider admission.
- Publish the original reduction and focused skill-repair comparisons,
preserving all failures, automatic recovery, cost coverage and
limitations.

## Verification

**Behavioral qualification remains pending.** Original legacy ACP Claude
loses the issue document only in the reduced cohort beneath an unchanged
credential failure. A source-backed diagnosis finds that neither
ordinary assignment reads the staged operational skill, while the
runtime persists provider environment in session state. The new common
repairs expose skill metadata/path and omit persisted env; strict
document and credential guards stay intact. [Inspectable diagnosis and
retained
hashes](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-readiness.md).

Current repair head `de0965984ff3edf611ae6d0e7ca5c7d5ae3947bb`
incorporates master `569c7203aa24b95440682983ce7940ba1d4247bd` (merged
#14961/#15007). All 222 affected adapter tests, adapter-utils/E2E
typechecks, and final 96 variant/grader/retry calibrations pass. The
frozen historical comparator is
`c25697f4260b6f3adfea143c3ae9932e2f42986d`: 8,280 of 8,291 paths
identical, exactly two production instruction paths plus nine declared
unit expectations differ. The operational skill/discovery/environment
repairs, selected model/profile/task/core grader/auth/permissions/retry
policy are identical. Both actual launcher prepare→verify admissions
pass with zero providers. [Immutable manifest and exact
receipts](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-evidence/manifest.json).

One original legacy ACP Claude cell per variant is authorized, with
enforced single campaign attempts, 12-minute deadlines and company/agent
1,000-cent hard stops; every product recovery run/cost is counted.
Actual live outcomes are pending. Current normal CI has one failed
server shard and failed aggregate verify under diagnosis; other normal
gates including typecheck/build/Rust/all eight browser shards pass.
Fresh review completed successfully; the valid historical startup/resume
masking finding was fixed with per-invocation task/chat checks and
strict complete-snapshot capture, calibrated and resolved. Prior heads,
failures and campaigns below remain historical evidence, not checks on
this repair head.

- Prior head `36aa4d81c49a1a8f6f04b1a068fae19aa901955f` is replayed on
merged hiring master `862a5758ba0e88a33232c1f1fa645e85c38a3113`. All 52
current-head checks pass with two intentional Storybook skips, including
repository typecheck/test/build and the browser shard. Fresh Greptile is
5/5 with zero unresolved review threads. Exact-head stock prerequisites
pass 599 assertions (598 TypeScript + 1 Rust), all six gates and
retained receipt verification, zero providers/source errors. Fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`.
Combined catalog/hiring calibrations pass 67 assertions, E2E typecheck
and 26-cell stock discovery pass. Canonical contract/inventory checks
and the later issue-derived reference calibration are retained; that
reference-only follow-up is not live-qualified by earlier frozen runs.
- Prior full repository typecheck/build passed. The complete local
Vitest run executed 14,956 tests: 14,870 passed, 83 skipped, three
timing failures. All three affected files passed unchanged narrow
reruns; original failures remain retained. Current-head CI now passes
the full general checks; the original local failures remain retained.
- The original 24-pair default-manual/shared-prompt comparison has two
new overall classic Claude/OpenCode document-delivery failures plus an
additional legacy ACP Claude document loss beneath an unchanged
credential-guard failure (not closed by later runs), two newly passing
OpenCode ordered cases, seven unchanged failures and 13 unchanged
passes. Equal 15/24 totals do not establish behavioral equivalence.
[Complete original
report](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-stock-harness-live-comparison.md).
- The skill-only repair holds the eight-word manual/shared prompts and
merged #14920 fixed. All four matched profile configurations and 203
fixture/behavior files match. Candidate
`abd0b628ca642c09a54a4edc56a5227402f6686e` varies only the two skill
sources against baseline `bc83fe030234439ac51279502a28803958963e2e`.
[Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060885547)
and [baseline
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060888047)
each pass 571 exact-source prerequisites before providers; all eight
cells clean up successfully. Failed campaigns publish successfully and
remain failed.
- Repair pairs: Claude original Fail → Pass; Claude explicit Pass →
Pass; both OpenCode cases Fail → Fail. Explicit OpenCode's handoff
worsens beneath the unchanged failing UI-link grade: baseline gives a
clickable API URL, candidate gives a code-formatted path without an
anchor. The request's usable-link wording is narrower in the UI-only
oracle. [Complete repair report and safe
projection](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-legacy-document-skill-repair.md).
- The subsequent narrow stock metadata/link correction has two matched
Pass → Pass cases, zero new machine failures/passes and no pending
pairs. Both original-case handoff links remain deficient: candidate uses
a wrong PAP prefix, baseline supplies a bare prefix-less slug path; the
preserved original oracle only requires a durable document. Both
explicit clickable UI-link cases pass revision/content/link grading. All
four exact-source 587-check gates, single assignment runs and cleanup
pass. This does not establish fix causality because baseline also
succeeds. [Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37069547401)
freezes `fe9dc1e3c518825242ed889ab9c8352986f8c2ed`; [matched
baseline](https://github.com/paperclipai/paperclip/actions/runs/37069552374)
freezes `0d7ecfa96d72fba79b7f0a25052b42c0686c0488`. This is a skill-only
comparison with reduced manuals/shared prompts held constant, not a
repeat of the historical-manual comparison. Only original and clarified
explicit classic OpenCode cases are selected, two per variant/four
expected turns. 8,242 other tracked files and both profile hashes match;
protected workflows admit each exact source before credentials.
[Complete qualification
report](https://github.com/paperclipai/paperclip/blob/74d0d3d945f4c52d0814b5a845ab5bd09f33cd6b/doc/plans/2026-10-02-opencode-skill-routing-link-qualification.md).
Candidate original loads Paperclip/reference before saving publicly;
baseline original loads it after writing locally, then saves publicly
within the same assignment. Reported cost totals are $0.0107824490
candidate / $0.0107909015 baseline, with unmetered runtime. The later
reference-only issue-derived link correction is provider-free calibrated
and **not live-qualified** by these frozen runs; no further paid runs.
- Retained tool calls show the repaired original OpenCode assignment
loads only its assigned output skill before writing locally. Operational
Paperclip is first loaded during automatic disposition recovery; its
early recipe is visible then, but it never saves the missing document.
Explicit candidate loads Paperclip and reads the new reference before
saving successfully. All nine actual runs are counted. Reported LLM
totals are $0.3802537209 baseline and $0.4918990161 candidate; local
runtime is unmetered.
- Initial setup, packaging, cancelled/missing-cell recovery, callback
test and relative-output attempts remain retained. No completed provider
failure was rerun. Frozen measurement branches are unchanged by later
canonical metadata maintenance.
- Run `pnpm test:e2e:runner:stock-harness`, `pnpm test:e2e:runner:unit`,
and `pnpm test:e2e:runner:typecheck`. Select `stock-harness` explicitly
for paid execution; it is excluded from `--all`.

Prior-head integration: `36aa4d81c49a1a8f6f04b1a068fae19aa901955f`
replays this PR on merged hiring #14985
(`862a5758ba0e88a33232c1f1fa645e85c38a3113`), preserving the four
explicit custom-CEO-bundle checks, minimal generic manual boundary, and
both suites. The combined fixture catalog and hiring calibrations pass
67 assertions; exact-head stock prerequisites pass 599 assertions (598
TypeScript + 1 Rust), all six gates and retained-receipt verification,
zero providers/source errors, fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`. E2E
typecheck and 26-cell stock discovery pass. Fresh current-head CI passes
all 52 checks with two intentional skips, and fresh Greptile is 5/5 with
zero unresolved review threads.

The prior source-plan browser failure is retained: a deterministic
process fixture replayed its last `fixture:plan` command on
`chat_task_completed`, writing revision 2 with identical body after the
approval handoff. This was not paid provider execution. Rebased
current-head CI passes the same assertion without an old-head retry or a
change to that browser fixture.

The merged hiring change was measured separately on immutable matched
unions, with this reduced/shared/operational context and native
completion guidance held constant. [Complete original two-profile
report](https://github.com/paperclipai/paperclip/blob/f0512647656be78e48abd8c22a3078db8bf6bcd2/doc/plans/2026-10-02-hiring-template-live-comparison.md):
[candidate](https://github.com/paperclipai/paperclip/actions/runs/37075466208)
/ [historical
baseline](https://github.com/paperclipai/paperclip/actions/runs/37075469463),
705 provider-free prerequisites each. Both pairs are unchanged Fail →
Fail on the exact-five count, with six core delivery checks passing all
four cells; 28 actual successful runs include eight automatic completion
wakes, zero retries, four successful cleanups. Source-read coverage is
uncomparable, actual model charges unknown. Separately versioned
provider-free accounting remains analytical work; original verdicts are
preserved. This does not rerun or qualify the completed default-manual
or native campaigns.

## Risks

- Legacy ACP Claude's additional delivery loss is not closed by any
later matched run and blocks the no-extra-failing-behavior merge
criterion. Legacy document delivery may have relied on the prior
manual/shared prompts. The early skill repair improves Claude in one
trial; the later OpenCode pairs pass in both variants and cannot
establish causality or robust recovery. Both original-case links remain
deficient beneath the storage-only grade. The later issue-derived
reference correction has only provider-free validation. Native
finish/block descriptions must not be supplied to legacy agents.
- The comparison holds merged native Codex fix #14920 constant; it
cannot measure that fix's before/after task performance.
- These bounded skill/context/chat workflows do not measure general
coding quality. Unrepresented providers remain unqualified.
- Saved manuals and old Codex sessions are not automatically migrated.
Codex through ACP still has a separate base-instruction follow-up.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution, and delegated PR/eval
work.

## 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 (relevant suites and all
three unchanged narrow reruns pass; complete-run timing failures
retained in Verification)
- [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 on the new repair head
(prior-head checks retained above)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new repair head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:32:42 -05:00
DottaandPaperclip 78e0034498 fix(evals): account for hiring completion notifications (#15007)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Product E2E evals check real hiring and delegated task completion.
> - The hiring fixture requires three requested CEO turns and two coder
executions.
> - The server can also wake the CEO when each delegated task completes.
> - Two exact-five-run guards rejected these valid completion turns in
all four retained cells.
> - This pull request validates bounded completion turns in both guards.
> - The benefit is accurate workflow grading while all actual runs and
coverage failures remain visible.

## Linked Issues or Issue Description

Refs: #14985, #14948, #14961.

**What happened?**

The original hiring comparison reports Codex Fail → Fail and Claude Fail
→ Fail. Each cell has seven successful runs. The five requested work
turns are accompanied by two server task-completion notifications. All
six other delivery checks pass.

**Expected behavior**

Require exactly three distinct user-requested CEO turns and one coder
execution for each of two known tasks. Admit at most two strictly
attributed server completion turns, including one turn that batches both
tasks. Reject unknown, duplicate, failed, retried or extra-work runs.

**Steps to reproduce**

Inspect the retained four-cell report linked below. Each original result
fails `five-successful-turns`. The same exact count was also enforced by
the final chat-flow guard.

## What Changed

- Add one typed lifecycle helper shared by the hiring scorer and the
hiring-only final chat guard.
- Validate public run ledgers, company/user/account identity, request
attribution, task origins, completion deliveries, timing and replies.
- Keep exactly five required work turns; declare seven maximum total
turns for cost and timeout planning.
- Count all actual runs, including notification runs and unexpected
resets. Keep other chat count guards unchanged.
- Version the hiring grader as v3 (turn accounting v2) and include the
helper and chat guard in its definition digest.
- Keep source-read, exact coder-body and all six other delivery checks
unchanged.
- Add 144 focused helper/scorer/settlement calibrations and separately
versioned exact retained-input replay reports.
- Retry complete bracketed observations, await both owed callbacks and
attributed replies, and refresh the final guard consistently.
- Reject unrelated completion writes and failed mutation attempts using
exact canonical/native action IDs. Missing identity mapping is
uncomparable action coverage.

## Verification

- All 977 credential-free E2E support tests pass across 64 files,
including 144 focused lifecycle/action/scorer/settlement calibrations.
- E2E typecheck, ordinary plugin SDK and Runner TypeScript dependency
builds, capability contract/inventory checks and the existing two-cell
hiring discovery pass.
- [Executable replay
report](https://github.com/paperclipai/paperclip/blob/fed1729018cc100f5f4bbfb692777e49009c423b/doc/plans/2026-10-02-hiring-executable-accounting-replay.md)
pins current code revision `e4077ade1818d98b9862ae79ee1d49a007dcf9c1`,
v3 definition digest, exact source/input hashes and each original/new
check.
- The stricter replay verifies both Codex variants through both
executable guards. ACPX Claude action attribution remains
unresolved/uncomparable because provider execution IDs cannot be exactly
joined to native request IDs; guards fail closed. No notification writes
are observed. All six other outcomes and every original source/template
coverage check stay unchanged. Original files and Fail → Fail machine
verdicts remain preserved; zero providers are called.
- Full attempts remain uncomparable in both profiles. Historical Claude
also keeps its six-backtick exact-template mismatch. This grading repair
does not prove model-performance equivalence.
- The limited sidecar-v1 and initial executable-v2 passes checked
notification-created tasks but could miss unrelated document writes.
Those assessments remain preserved and do not prove harmless
notifications. The stricter v3 replay is separate.
- [Original measurement and separate
sidecar](https://github.com/paperclipai/paperclip/blob/8eb517ca1497687237163bdef4dfc4d3332ea916/doc/plans/2026-10-02-hiring-template-live-comparison.md)
retain 28 actual runs, eight automatic notifications, four successful
cleanups and unknown actual model charges. No models are rerun.
- The branch is replayed on master `59c07ede7`. Intervening master
changes are UI-only; eval source bytes and replay verdicts match. The
four-cell provider-free replay was repeated against the reachable code
revision.
- Initial-head normal CI retained browser failures in agent-run denial
feedback and touch-picker scroll position. Those browser paths and
imports were unchanged, but their cause was not established. The
necessary review-fix head passes both browser checks; no blind rerun was
requested.
- Local full repository typecheck/test/build were not repeated.
Exact-head normal CI passes the required repository gates, including
typecheck, tests, build and browser shards. Fresh Greptile review
completed on `fed1729018cc100f5f4bbfb692777e49009c423b` with 5/5 and
zero unresolved threads. An independent rerun of the 144 focused
helper/scorer/settlement tests passes on the unchanged head.


**Merge readiness:** This PR repairs the evaluator. Its positive and
negative calibrations pass, both guards reject missing action
attribution, current-head CI and review pass, and there are no merge
conflicts. The retained ACPX cells remain uncomparable because their
action IDs cannot be joined. That coverage limit remains a separate
follow-up; it does not require relaxing this grader or changing the old
results. No model calls, production instructions, carrier changes, or
historical regrades are part of this readiness update.

## Risks

- Missing or inconsistent public lifecycle evidence fails the bounded
helper. The focused calibrations reject plausible false positives and
malformed observations. Unmatched action IDs fail closed and are
reported as uncomparable rather than a model task regression.
- Source-read evidence remains incomplete. This PR does not change
provider event carriers or relax the coverage oracle.
- The versioned count check differs from original v1 results. Reports
retain both versions and exact input hashes.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution and delegated
calibration work.

## 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 normal CI gates are green (exact head
`fed1729018cc100f5f4bbfb692777e49009c423b`; fresh review tracked
separately below)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(completed exact-head review; zero unresolved threads)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 06:42:51 -05:00
DottaandPaperclip ffe5e9e2a8 fix: retain execution evidence for Retry and saved input (#15033)
## Thinking Path

> - Paperclip lets people steer and recover AI-agent conversations.
> - Recovery eligibility depends on retained cancellation receipts.
> - Run presentation intentionally omits result JSON on SQL_ASCII
databases and reduces oversized output.
> - Retry and the saved-input sweep mistakenly used that presentation
read for admission.
> - The banner could offer Retry while the endpoint rejected the same
stopped run.
> - Read the narrow execution-evidence fields for internal admission and
keep normal presentation unchanged.

## Linked Issues or Issue Description

Refs #15024 and #15015. Searched existing recovery and redaction PRs; no
duplicate fix found.

**What happened?**

On a SQL_ASCII instance, a verified pre-dispatch review-wait
cancellation offers Retry in the recovery notice. Clicking it returns an
eligibility conflict, and a saved user message remains deferred. The
notice reads the retained database receipt, but the endpoint and sweep
read a presentation projection where `resultJson` is null.

**Expected behavior**

Retry and saved user input use the recorded execution evidence and
ordinary admission gates, independent of presentation redaction. Public
run reads retain their existing encoding and output-size protections.

**Steps to reproduce**

1. Record a cancelled, unclaimed review-wait continuation and its
recovery hold.
2. Use the SQL_ASCII presentation projection, where run result JSON is
omitted.
3. Click Retry or save a new user message and let the recovery sweep
inspect it.
4. Verify a fresh turn starts once, with no replay of consumed input.

**Paperclip version or commit**

Reproduced on `9ae3d8db3`.

**Deployment mode**

Authenticated private self-hosted server with a SQL_ASCII database.

## What Changed

- Add an explicit internal read of cancellation, startup, review-wait,
tool-inventory, and Stop evidence; omit provider diagnostics.
- Use that read in the Retry route, wakeup validation, and saved-input
continuation checks.
- Preserve the distinction between absent result JSON and an
unrecognized stored result.
- Cover the reproduced SQL_ASCII Retry and saved-input failures,
retained public redaction, native Stop behavior, and excluded provider
output.
- Document the presentation and admission distinction.

## Verification

- Red: four selected assertions fail before the fix, including the
SQL_ASCII eligibility conflict and saved input remaining deferred.
- Targeted green regressions and existing native Stop cases pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass.
- All 626 affected recovery, continuation, and route tests pass,
including 22 focused admission and native Stop cases. Current-head CI
has 54 passing gates and 2 skipped optional Storybook checks. Greptile
reviewed `9b94af91e295a4e8007dfc6bff6a8d532d945e36` at 5/5 with no
findings or open review threads. No complete local monolithic pass is
claimed; the complete suite runs in sharded CI.

## Risks

Admission still checks recorded process and controller ownership,
provider events, cleanup, company scope, user authority, pending
decisions, and task holds. The evidence projection must retain every
field used by these eligibility predicates; existing native Stop cases
guard against dropping its acknowledgement receipt. No schema,
dependency, UI, or public response change.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 01:38:57 -05:00
DottaandPaperclip 9ae3d8db3d fix: keep pre-dispatch review waits out of execution recovery (#15024)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The queued-run gate can cancel a continuation that must wait for
review.
> - This cancellation happens before execution authority or a provider
starts.
> - Recovery currently treats the gate receipt as unknown provider
execution.
> - That mistake blocks a conversation after a successful reply and
hides Retry.
> - This pull request recognizes only the recorded, unclaimed
review-wait state.
> - Review waits keep their normal disposition path, and new user input
can recover older false holds.

## Linked Issues or Issue Description

Refs #15015, #15020, and #15022. Related #11614 narrows the review
posture that causes cancellation; this change corrects recovery after a
valid cancellation.

**What happened?**

After a successful agent reply, the queued-run gate cancelled an
automatic continuation with `issue_continuation_waiting_on_review`. The
gate retained `timeoutSource: stale_queued_run_gate` and a matching stop
reason. No execution authority or provider started. Recovery still
created an unknown-action hold, moved the task to Blocked, and hid
Retry.

**Expected behavior**

Use normal review-wait disposition repair for this recorded state. Allow
Retry, a new user message, or saved undelivered input to recover an
older false hold after ordinary admission checks pass. Preserve the
cancelled run and do not replay its input.

**Steps to reproduce**

1. Finish an agent turn on an open task that has a real review target.
2. Let the automatic continuation reach the queued-run review gate.
3. Refresh after the cancelled run is checked by recovery.
4. Confirm a review wait is handled as a wait rather than unknown
provider work.
5. Reproduce an older false hold for the same receipt, then request
Retry or send a new message.
6. Confirm only one fresh turn starts, and contradictory execution or
cleanup evidence retains the hold.

**Paperclip version or commit**

Reproduced on `215586d127`.

**Deployment mode**

Authenticated private self-hosted server, built from source.

## What Changed

- Recognize the exact review-wait dispatch receipt only while all
execution claims remain unset.
- Exempt recovery only after checking retained launch and provider
events, coordinators, and environment cleanup. Keep the synchronous
classifier conservative without that database proof.
- Apply the verified classification to automatic recovery, heartbeat
retries, and stranded-queue release, so saved user input starts once.
- Reuse guarded startup admission for Retry, new input, and saved input
on older false holds.
- Show a precise review-wait notice and keep continuation guidance
consistent with Retry availability.
- Verify provider events, launch events, coordinators, and cleanup
before admission.
- Add five initial red regressions, three additional red recovery
evidence regressions, concurrent saved-input coverage, and negative
evidence checks.
- Document the review-wait contract.

## Verification

- Red: five regressions fail on unchanged master. Existing review-wait
and contradictory-evidence cases still pass.
- Workspace `pnpm -r typecheck` passes.
- All 752 affected recovery, continuation, queue, classification, and
retry-scheduling tests pass.
- Three additional review regressions failed before the database proof
was added; all 12 focused review-wait cases then pass.
- Workspace `pnpm build` passes.
- Saved-input promotion and recovery notice regressions fail before
their fixes and pass afterward.
- Current-head CI has 54 passing checks and 2 skipped optional Storybook
checks. Greptile reviewed `0bf1437110e1617ae4544afa41f4319eac763dba` at
5/5 with zero open findings. The complete suite runs in sharded CI. No
complete local monolithic pass is claimed; an earlier long run was
stopped, and its unrelated failing case passed in isolation.

## Risks

The error code alone cannot establish that no provider started. This
exception also requires the server gate receipt, matching stop reason,
and null execution authority fields. User admission separately checks
coordinator, launch and provider events, environment cleanup, pending
decisions, ownership, task holds, budget, and active execution. No
migration or dependency change.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 01:00:42 -05:00
DottaandPaperclip 215586d127 fix: settle interrupted preparation with a retained cancellation fence (#15022)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A cancelled preparation must preserve history while allowing a new
user turn.
> - Older preparation can retain its cancellation fence but omit the
unwind marker.
> - The controller from that older boot is gone, its lease expired, and
no provider started.
> - Use the same narrow preparation proof for this retained-fence state.
> - The benefit is working Retry and saved-message recovery after
interrupted startup.

## Linked Issues or Issue Description

Refs #15020 and #15015. Related #13293 addresses post-launch recovery.

**What happened?**

A preparation interrupted before native selection retained
`startupCancellation.beforeNativeSelection: true` but no
preparation-settled marker. Its owner expired across restart and it had
no environment leases. The missing-receipt compatibility rule did not
recognize the retained fence, leaving Retry absent and saved messages
deferred.

**Expected behavior**

Admit one new user turn when the preparation evidence agrees, the old
controller expired, and cleanup is complete. Preserve previous results
and do not replay the cancelled input.

**Steps to reproduce**

1. Cancel Paperclip Runner preparation before runtime selection.
2. Retain the cancellation fence without an unwind marker or environment
leases.
3. Restart after its old controller lease expires.
4. Send a new message, select Retry, or allow the saved-message worker
to reconsider new input.
5. Confirm one successor receives only undelivered input. Repeat with
live ownership, invocation evidence, or pending cleanup and confirm
execution stays held.

**Paperclip version or commit**

Reproduced on `94f6f3eb4`.

**Deployment mode**

Authenticated private self-hosted server, built from source.

## What Changed

- Accept a retained before-selection cancellation fence in the expired
historical preparation proof.
- Retain runtime, stage, adapter, ownership expiry, process, event, and
cleanup requirements.
- Extend Retry, fresh-message, partial-queue, concurrent-worker, and
contradictory-evidence tests to both receipt states.
- Document recovery when the preparation-settled marker was not
retained.

## Verification

- Red: five exact-state regressions fail on the parent commit.
- Green: all 203 continuation tests pass, including the five new
regressions and 13 additional negative evidence cases. Process recovery
and queued-comment routes add 413 passing tests.
- A read-only candidate service check against the retained live run
returns Retry eligibility without changing any task state.
- An unrelated containment assertion failed once in CI. All 85 tests in
that route suite pass locally and the CI shard passes on rerun.
- Workspace `pnpm -r typecheck` and `pnpm build` pass.
- Final head `48240de3d`: all 54 CI checks pass, two optional Storybook
checks skip, and Greptile is 5/5 with zero unresolved threads. The
complete local monolithic suite is covered by sharded CI; the earlier
local run was stopped after a workspace case failed, and that case
passed in isolation.
- After merge, deploy the exact merged commit and verify an actual agent
reply through the task composer.

## Risks

A cancellation receipt alone must not certify that provider execution
stopped. This path still requires unresolved preparation, no native
identity or coordinator, an expired controller from another boot, no
launch or provider evidence, and completed environment cleanup.
Current-boot preparation remains held until it settles. No schema or
dependency change.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 00:04:21 -05:00
DottaandPaperclip 94f6f3eb47 fix: recover historical interrupted native preparation (#15020)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task conversation must accept new user input after an interrupted
startup.
> - Native startup begins with a legacy preparation row before runtime
selection.
> - Older builds did not retain the startup cancellation receipt on that
row.
> - The immutable adapter claim and expired controller can still prove
that no provider started.
> - This pull request uses that narrow proof for explicit Retry and
saved user input.
> - The benefit is a conversation that recovers after an upgrade without
repeating old work.

## Linked Issues or Issue Description

Refs #15015. Related #13293 covers retained process evidence after
provider startup. This change covers interrupted preparation before
native runtime selection.

**What happened?**

After an upgrade, a task stopped during native preparation can still
show automatic recovery stopped. A new user message saves but does not
start. Retry is absent because the historical run has no cancellation
receipt.

**Expected behavior**

Offer Retry and admit new user input when immutable run evidence proves
that no provider started and cleanup is complete. Preserve incomplete or
contradictory evidence as a recovery hold.

**Steps to reproduce**

1. Retain a cancelled run with the Paperclip Runner adapter claim, an
unresolved runtime, and the preparing stage.
2. Keep its old controller boot ID and expired lease. Retain no native
identity, coordinator, result, process identity, or provider events.
3. Upgrade from a build that did not save the startup cancellation
receipt.
4. Send a new user message or select Retry. Confirm that one fresh turn
starts.
5. Repeat with an active controller, a provider launch, or unfinished
cleanup. Confirm that execution stays held.

**Paperclip version or commit**

Reproduced on `cc67d4e1d` with a historical interrupted preparation row.

**Deployment mode**

Authenticated private self-hosted server, built from source.

## What Changed

- Recognize historical interrupted native preparation from immutable run
evidence and an expired controller from another server boot.
- Reject adapter invocation evidence in the startup proof. Keep process
and environment cleanup checks.
- Apply the same proof to saved user messages in the bounded recovery
worker.
- Recheck saved-message eligibility under the existing task and run
locks. Keep normal ownership, decision, pause, and budget gates.
- Add regression tests for Retry, a new message, concurrent
saved-message recovery, and contradictory evidence. Document the
compatibility rule.

## Verification

- Red: Retry, new-message recovery, and saved-message recovery fail on
the parent commit.
- Green: 185 continuation tests, 335 process-recovery tests, and 78
queued-comment route tests pass. Two additional red regressions cover
partially delivered saved queues and pass after the admission fix.
- Workspace `pnpm -r typecheck` and `pnpm build` pass.
- Final head `48db53f4f`: all 54 CI checks pass; two optional Storybook
checks skip. Greptile is 5/5 with zero unresolved threads.
- The local monolithic `pnpm test:run` was stopped after CI passed. One
unrelated workspace case failed in that long run; all three workspace
reconciliation cases pass in isolation. No complete local monolithic
pass is claimed.
- After merge, deploy the exact merged commit and verify recovery
through the normal task composer.

## Risks

Historical compatibility could grant a new turn without enough startup
evidence. The proof requires an immutable native adapter claim, an
unresolved preparing stage, no result or native identity, an expired
controller from another server boot, and no invocation or provider
evidence. Environment cleanup remains mandatory. The fix does not replay
old input or change historical run results. No schema or dependency
change.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 23:08:05 -05:00
DottaandPaperclip cc67d4e1d8 fix: preserve steering and recover stopped task conversations (#15015)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task conversation must let a user guide a running agent and resume
stopped work.
> - The active run owns its input protocol, even when the user changes
the next model or effort.
> - Queue delivery waits for a provider receipt, which must be able to
persist during the request.
> - A stopped startup also needs a clear user action that passes normal
task admission.
> - This pull request fixes steering delivery, makes queue actions
immediate, and restores explicit continuation.
> - The benefit is a responsive conversation that can recover without
losing saved input.

## Linked Issues or Issue Description

**What happened?**

A queued message could change from Steer to Interrupt while a native run
prepared. A steer request could wait on its own database lock and fail
to deliver. A stopped startup could then leave the conversation without
a working Retry or message continuation. Interrupt also waited for the
server and showed a toast.

**Expected behavior**

The active run keeps its input protocol. Steer delivers input to that
run. Steer and Interrupt clear the submitted queue rows and show the
input in the conversation immediately. Failed delivery restores the
latest queue with an inline error. An eligible stopped run offers Retry,
and authenticated user input can start a fresh turn through normal task
admission.

**Steps to reproduce**

1. Start a task with a native Paperclip Runner.
2. Change the selected model or effort while that run prepares.
3. Queue a message and press Steer.
4. Observe the provider receipt and queue state during the request.
5. Stop a startup before its provider process begins, then try Retry or
send a new message.
6. Repeat queued delivery with a legacy runner and press Interrupt.

**Paperclip version or commit**

Reproduced on the parent of this branch, `59c07ede7`.

**Deployment mode**

Authenticated private deployment. The fixes also cover local task
conversations.

Related work: Refs #12834, Refs #13354, Refs #13275. The open refactor
in #13160 moves the same queue route; it does not fix the receipt lock
or stopped-run continuation addressed here.

## What Changed

- Select queue behavior from the active run's immutable dispatch and
runtime resolution.
- Leave the run row unlocked during provider acknowledgement, then lock
and read it before merging the receipt.
- Retain queued input if the target run stops during that wait. Keep
inline delivery errors visible after empty queue updates.
- Permit exact Retry and authenticated continuation after verified
native startup cancellation. Preserve pause, approval, budget,
ownership, and process-stop gates.
- Carry undelivered native queue input into a fresh turn once the old
execution is confirmed stopped.
- Show Steer and Interrupt input in the conversation and clear submitted
composer rows immediately. Restore the latest queue inline on failure.
Remove delivery toasts.
- Keep optimistic delivery stable across stale polls, empty queues, and
paginated history. Preserve classic Interrupt error handling.
- Document recovery and optimistic delivery behavior. Add regression
tests across server, shared queue projection, and UI boundaries.

## Verification

- Red-green regression tests reproduced the queue protocol, receipt
lock, stopped-startup continuation, and optimistic delivery failures.
- The focused server route, continuation, queue, and runner boundary
suites passed during implementation.
- The queue-route suite passes with 78 tests. The three complete
conversation UI suites pass with 347 tests.
- UI typecheck, production build, and `pnpm check:token-gates` pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass. The local
monolithic `pnpm test:run` is still running; remote CI verifies the
complete suite on the latest commit.
- All CI gates pass on `bd9031ad56abfcde13d13a13488c1b9217c2fd3a`,
including the full test shards, runner verification, browser E2E,
typecheck, release registry, and canary dry run.
- Greptile reports 5/5 for that commit. Both review threads are
resolved.

## Risks

This changes queue display and explicit continuation admission. The UI
must restore rejected delivery without losing other-session edits. The
server must preserve concurrent provider result updates and must not
resume a process whose stop is uncertain. Focused tests cover these
boundaries. This change has no database migration.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 22:07:14 -05:00
Devin FoleyandPaperclip 1815474597 fix: report pending execution phase at Stop timeout (#14990)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server owns each adapter execution and waits for it to settle
after Stop.
> - A Stop timeout reports that termination remains unverified.
> - Existing phase timings arrive only after their work completes, so a
stalled await has no timing.
> - This pull request samples the pending phase when the Stop timer
expires.
> - Operators can identify the pending operation without treating
diagnostics as stop proof.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The opt-in Sentry context for an unconfirmed adapter Stop timeout.

**Current behavior**

The timeout includes execution identity but no pending phase. A session
close, instruction collection, workspace restore, or diagnostic write
can remain pending without producing its completion timing.

**Proposed behavior**

Add a closed-list phase and elapsed milliseconds from the exact live
execution control. Sample them when the timeout fires. Report `unknown`
and a null age when the control or attribution is unavailable.

**Reason and benefit**

The next timeout can identify which operation is still pending. It does
not require task text, paths, provider output, or additional database
writes.

**Breaking changes**

No API or execution behavior change. The existing opt-in error context
gains two fields. Related public work: #14639 added Stop identity
diagnostics; #14866 and #14945 cover instruction cleanup and teardown
outcomes. This change adds pending attribution to those paths. The
native Stop work in #14802 remains separate.

## What Changed

- Add a bounded tracker per execution control. Token scopes support
nested and overlapping awaits. A late release cannot clear a newer
scope.
- Track adapter execution, ACP cancellation and settlement, diagnostic
writes, and host cleanup. Keep a coarse host scope until the executor
finishes.
- Sample only the matching current control and settlement promise at
timeout. Freeze the sanitized result. Use a monotonic clock and cap
elapsed time at one day.
- Test stalled operations, repeated Stop calls, stale and wrong-run
controls, callback failures, scope bounds, and the real Sentry SDK
context.

## Verification

- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- Six focused suites passed: 79 tests. They cover pending scopes, Stop
control ownership, real ACP settlement stalls, and Sentry context
isolation.
- The real Sentry SDK contract ran with the audited optional peer
`@sentry/node@10.71.0` installed outside the workspace. Valid phase and
elapsed values were exported; arbitrary labels and nonfinite elapsed
values were rejected.
- An independent agent reviewed the production diff and ran the focused
tests without blockers.
- `git diff --check` and a redacted Gitleaks scan passed. The local full
`pnpm test:run` was stopped during its large serial server batch to
avoid duplicating the sharded CI suite. No complete local broad-suite
pass is claimed.
- All CI gates passed on `c223237b58aa8d479d1c66d7d399de30270bac4f`: 54
successful checks and two expected Storybook skips. This includes the
full sharded test suite, typecheck, build, real Sentry SDK isolation,
browser tests, canary dry run, and the security scan after the PR became
ready for review.
- Greptile scored the same commit 5/5 with no actionable findings or
unresolved review threads.

## Risks

This is diagnostic instrumentation. Cancellation, deadlines, teardown
order, termination proof, and file recovery proof remain unchanged.
Unsupported or uninstrumented work uses a coarse phase. Tracker overflow
fails closed to `unknown`. The tracker emits no new run-log or Telemetry
event. The existing Sentry opt-in gate remains in place.

## Model Used

OpenAI Codex, GPT-6. The agent used code inspection, local command
execution, automated tests, and an independent agent review. The runtime
did not expose a more specific model identifier or context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 16:55:38 -07:00
Devin FoleyandPaperclip 4abff286c2 fix: retain resolved ACP execution timeout metadata (#14986)
## Thinking Path

> - Paperclip manages agent work through adapters and heartbeat runs.
> - ACP adapters resolve a timeout for the selected execution target.
> - An untouched sandbox timeout uses a four-hour default.
> - Heartbeat finalization rebuilt the metadata from the stored zero.
> - This made a timed-out sandbox run report an effective timeout of
zero.
> - This change retains the adapter's resolved policy for accurate run
diagnostics.

## Linked Issues or Issue Description

**What happened?**

ACP sandbox runs with `timeoutSec: 0` use the four-hour default. Their
terminal metadata reports `effectiveTimeoutSec: 0` and `timeoutSource:
config` because heartbeat finalization only reads the stored agent
configuration.

**Expected behavior**

The result must report the policy the adapter used: `14400` and
`sandbox_default`. Explicit limits, fractional limits, explicit
unlimited overrides, and local defaults must keep their resolved values.

**Steps to reproduce**

Run an ACP adapter on a sandbox target with `timeoutSec: 0`. Compare the
start log's four-hour policy with the terminal result's effective
timeout. The new tests exercise the adapter result and the heartbeat
metadata merge without waiting four hours.

**Paperclip version or commit**

Reproduced from `6eaf218924f0a89faf1c02eb0d6877a6c5c8a2cb`.

**Deployment mode**

Self-hosted server with an ACP sandbox execution target.

Searched open timeout and metadata issues and PRs. Related #14804
exposes timeout configuration in forms; #14496 proposes a default
policy; #14833 addresses CLI session retention. This PR changes only ACP
result metadata.

## What Changed

- Retain the resolved timeout in the ACP result after settlement.
- Use validated adapter resolution when merging terminal timeout
metadata. Preserve config fallbacks for older adapters and the HTTP
millisecond policy.
- Test sandbox defaults, explicit and fractional limits, explicit
unlimited overrides, local defaults, malformed metadata, and unchanged
cancellation fields.
- Document the result fields and their meaning.

## Verification

- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- Stop metadata tests: 23 passed.
- Reporter and diagnostic suites: 84 passed; two real-Sentry-SDK tests
skipped because the optional SDK is not installed.
- ACP engine suite: all 206 tests passed with a deterministic local
`gemini --version` shim. Ambient host CLI probes made the existing
Gemini session-resume fixture intermittent (one assertion failure in
each of two broad runs); an isolated 15-case rerun and the clean-base
206-test suite also passed. No assertion or timeout was changed.
- `pnpm test:run` is in progress. This PR does not claim a complete
local suite pass.
- Independent review found no blocking issues. The tests cover real
adapter emission and the real metadata merge separately.

## Risks

Low runtime risk: this changes result diagnostics. It does not change
timeout values, cancellation acknowledgement, cleanup, checkpoint
safety, retries, or provider operations. It does not fix the cause of a
quiet or long-running tool. Older stored results are not rewritten. The
new source values apply only when an adapter returns a valid resolution.

## Model Used

OpenAI GPT-6 with reasoning, repository inspection, code editing, and
test execution. The deployment-specific model ID and context-window size
are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 16:09:36 -07:00
DottaandPaperclip 862a5758ba fix(agents): reduce hiring templates to role descriptions (#14985)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for work.
> - New agents receive role instructions from onboarding, the hiring skill, or a team package.
> - These sources repeat harness procedures and impose generic work policies.
> - They can crowd out the task and the harness instructions.
> - This pull request reduces those sources to short role descriptions.
> - It preserves configuration, skills, authentication, reporting lines, and approval controls.
> - The benefit is less repeated instruction text with explicit coverage for the default hiring path.

## Linked Issues or Issue Description

Refs #3307. The CEO template can impose a fixed delegation route instead of letting the agent choose how to fulfill the request. This change removes that route. It does not implement autonomous goal selection.

Related work: #14920 preserves stock Codex base instructions. #14948 reduces the generic manual and shared runtime prompts. #14961 improves native completion-tool descriptions. This PR is separate from those changes.

## What Changed

- Select only the short CEO `AGENTS.md` for new default CEO bundles. Keep the three former companion files as compatibility assets.
- Reduce the first-agent chief-of-staff prompt and coder, QA, UX, and security role examples.
- Reduce seven bundled team role bodies. Preserve their role, reporting, and skill metadata. Regenerate the catalog.
- Make hiring examples optional. Replace the long generic role manual with short role drafting guidance. Preserve explicit requester instructions.
- Add configuration and import coverage for native and legacy managed bundles, custom instructions, first-agent rendering, and catalog contents.
- Add an explicit-only hiring eval that starts from the production CEO default and checks one coder hire, independently computed JSON output, saved instructions, and worker reuse.
- Include the full prompt comparison and a separate three-request drafting simulation. Neither is a live provider comparison.

Prompt differences: [before and after](doc/plans/2026-10-02-hiring-template-prompt-diff.md). The CEO default falls from 1,897 to 20 words. The coder example falls from 652 to 18 words. Word counts describe instruction size, not outcome quality or billing.

## Verification

- PASS: 99 focused server tests and eight shipped-catalog tests.
- PASS: catalog generation and validation for four shipped teams.
- PASS: hiring skill validation.
- PASS: `pnpm -r typecheck`.
- PASS: `pnpm build`.
- INCOMPLETE: the full local `pnpm test:run` was stopped before rebase. Its original log is retained. This is not a completed full-suite pass. The full current-head GitHub CI workflow passed: https://github.com/paperclipai/paperclip/actions/runs/37073372419.
- PASS: `pnpm test:e2e:runner:typecheck` and `pnpm test:e2e:runner:unit` (63 files / 843 tests).
- PASS: discovery for the two new hiring cells, 50 existing everyday cells, and the full 438-cell catalog.
- PASS after rebase: 99 server tests, 11 catalog tests, 62 selected E2E support tests, and the E2E typecheck.
- PASS: all current-head PR checks at `57dcee147ed0b2d2e3cc657cd9e50fb16bf9ec25`: 51 successful check runs, two intentional Storybook skips, and successful Snyk status. Fresh Greptile is 5/5 with zero unresolved threads.
- PENDING follow-up: matched live hiring runs on frozen integration refs. No live outcome-quality or non-regression result is claimed from the configuration checks or this merge.

The new suite has two local native cells: Codex and ACPX Claude. It expects five provider turns per cell. It compares source-derived bundles, so the historical long templates remain admissible. Missing successful source-read receipts make a pair uncomparable. They do not establish a behavior regression or equivalence.

## Risks

- New default roles have fewer prescribed procedures. Live checks must determine whether a removed instruction was needed for an outcome.
- Existing custom and saved bundles keep their contents. The retained companion assets avoid a source-file compatibility break.
- Specialized Summarizer, Reflection Coach, and Wiki Maintainer prompts remain unchanged. Their product contracts need separate review.
- The generic non-CEO fallback reduction is in #14948. This PR alone does not provide its eight-word fallback.
- Configuration tests and drafting simulations do not establish live outcome quality. QA, UX, security, and chief-of-staff hiring behavior remain outside the new two-cell comparison.

> 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, based on GPT-6, with reasoning, code editing, shell tools, and delegated verification. The runtime does not expose the exact deployment model ID or context-window size.

## Checklist

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-02 17:56:42 -05:00
DottaandPaperclip 6eaf218924 chore: grant Storybook publishing access through CODEOWNERS (#14984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storybook previews help contributors review the board UI.
> - The publishing workflow uses the default branch CODEOWNERS file to
authorize users.
> - Tonio and Scott need access to this workflow.
> - This pull request adds both accounts as release documentation
owners.
> - The existing workflow can then authorize both accounts without a
separate user list in code.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Access to the Storybook build and publishing workflow.

**Subsystem affected**

Repository ownership and GitHub Actions authorization.

**Current behavior**

The workflow reads individual accounts from every CODEOWNERS rule on the
default branch. Neither `tonio-alucema` nor `scotttong` is in that file.
Both accounts already have repository admin access, but the workflow
authorization check denies them.

**Proposed behavior**

Add both accounts to the `doc/RELEASING.md` ownership rule. After merge,
both can start and rerun Storybook publishing workflows. A configured
`storybook-deploy` environment reviewer must still approve deployment.
CODEOWNERS membership does not add an account to the environment
reviewer settings.

**Reason and benefit**

Contributors can publish UI previews through the same CODEOWNERS policy
as other maintainers. The authorization code has no account-specific
exceptions.

**Breaking changes**

None. The existing authorization and deployment approval checks remain
in place.

**Additional context**

Related changes: #13226 added the publishing workflow. #13231 added
stable branch bookmarks. A search found no open PR for these permission
changes.

## What Changed

- Add `@tonio-alucema` and `@scotttong` only to the release
documentation ownership rule.
- Test that accounts listed for release documentation can start and
rerun publishing workflows.
- Test that removing an account from CODEOWNERS removes its publishing
access.
- Explain how CODEOWNERS entries and environment reviewers affect
publishing access.

## Verification

- `node --test scripts/__tests__/storybook-deploy.test.mjs`: all 25
tests pass.
- `actionlint .github/workflows/storybook-deploy.yml
.github/workflows/storybook-visual.yml`: passes.
- `git diff --check`: passes.
- GitHub API checks confirm that both accounts have repository admin
access. The deployment environment requires an existing reviewer and
disables administrator bypass.
- Repository-wide typecheck, tests, and build were attempted. They
cannot complete in this worktree because workspace dependencies are not
installed. Typecheck cannot find Node type definitions. Tests and build
cannot load the workspace `tsx` package.
- After merge, run `Storybook Deploy` from `master`, select a source
branch, obtain environment approval, and check the published URLs in the
run summary.

## Risks

Both accounts gain permission to start and rerun Storybook publishing.
Deployment still needs approval from a configured environment reviewer.
No AWS permissions or live GitHub settings change in this PR.

## Model Used

OpenAI GPT-6 through Codex. The exact backend model ID and context
window are not exposed in this session. The agent used reasoning,
repository inspection, code editing, shell execution, and GitHub API
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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 17:34:37 -05:00
Devin FoleyandPaperclip 22cea6b2e6 fix: bound sandbox bridge waits and flag silent runs sooner (#14979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sandbox agents exchange input and output through bridge control
commands.
> - A provider can stop responding to a command even when it receives a
timeout.
> - These small commands can inherit a four-hour agent lifetime and
block input or teardown.
> - The board also calls a silent run healthy for the first hour.
> - This pull request bounds bridge control waits and surfaces silence
sooner.

## Linked Issues or Issue Description

**What happened?**

A sandbox run can remain active when a bridge control command never
returns. The shared helper passes a timeout to the provider but does not
enforce it on the host. It also accepts the agent's hours-long timeout.
Output silence remains `ok` for an hour and becomes `critical` only
after four hours.

**Expected behavior**

Bound short bridge operations even if the provider never settles. Report
failed input delivery through the existing shutdown path. Warn after
five silent minutes and escalate after fifteen. Keep normal agent
command limits and require verified termination before releasing
execution ownership.

**Steps to reproduce**

1. Use a sandbox runner whose bridge read or input-upload promise never
settles.
2. Set its configured timeout to four hours.
3. Observe that the old queue client never returns or rejects.
4. Inspect a running task with 35 minutes of output silence. The old
summary still reports `ok`.

**Paperclip version or commit**

Base commit `d6d88b9de2`.

**Deployment mode**

Self-hosted server with sandbox execution.

**Agent adapter(s) involved**

Shared command-managed sandbox bridge, including Codex ACP sessions. The
informational silence thresholds apply to active runs across adapters.

Related: #14889 recovers stalled Daytona output streams; #14485 retries
explicit gateway failures during input delivery. This change bounds
short control operations whose provider promises never settle. It does
not add tool replay or automatic cancellation for output silence. #6297
proposes configurable per-agent silence thresholds; this patch only
changes the existing defaults.

## What Changed

- Enforce at most 30 seconds per bridge control shell command on the
host and provider, including callback startup and shutdown,
process-session launch, and payload setup. Preserve shorter configured
deadlines and launch environments.
- Keep the long-lived agent command outside this deadline. Use a fixed
timeout diagnostic without command payloads.
- Surface suspicious output silence after five minutes and critical
silence after fifteen minutes.
- Decouple the shared-workspace holder cutoff from warning thresholds
and preserve its existing one-hour value.
- Add regressions for hung reads, a late upload response, failed input
delivery, exact warning boundaries, and fresh output clearing warnings.
- Update the adapter guide and execution contract.

## Verification

- The three new queue-client regressions fail on the unchanged base and
pass with this patch.
- Final callback bridge and sandbox session suites: 214 passed. These
cover hung reads, writes, startup, shutdown, process-session launch,
payload setup, and the separate long-running agent limit.
- Stdin ordering and shutdown suite: 56 passed after the lifecycle
change.
- Daytona and watchdog coverage passed in the earlier focused runs.
Across the focused suites, 602 distinct tests pass.
- `pnpm -r typecheck` and `pnpm build`: passed. Server and adapter
typecheck/build also passed after their respective follow-up changes.
- `pnpm test:run`: attempted and stopped after known local failures.
Four chat/email cases used an external ancestor skill path, three
skill-cache cases failed on macOS, and one wakeup case timed out. The
wakeup case passes alone (1 passed, 27 skipped). This run spanned the
workspace-cutoff follow-up and also failed its new holder case; a fresh
final-head workspace suite passes all 19 tests. The interrupted run is
not a full local-suite pass or final-head verification.
- A filesystem queue-drain test failed once during the lifecycle rerun
and passed on the complete two-suite rerun. It uses the filesystem
client, outside the changed command-runner path.
- Complete CI on `ff2212c235`: 53 successful checks and two expected
skips, including the full test suite and canary packaging dry run. No
failed or pending checks.
- Greptile reviewed `ff2212c235` at 5/5. All review findings are
addressed, no threads remain unresolved, and the branch has no merge
conflicts with `master`.
- `git diff --check` and a scan of added text for secrets and private
identifiers passed.

## Risks

- A bridge control operation that needs more than 30 seconds now fails,
even if the caller selected a longer run lifetime. Agent commands retain
their own limits.
- Timing out a provider promise does not cancel the remote operation or
prove it stopped. Existing execution settlement still owns termination
verification. No uncertain tool action is replayed.
- Quiet healthy runs display warnings sooner. Existing snooze, continue,
and false-positive dismissal controls still apply. Silence alone does
not cancel a run, create review work, or change assignments.
- No schema or API shape change.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 15:29:41 -07:00
Devin FoleyandPaperclip 5b8b2b38ca feat(apps): add Neon connection (#14980)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents reach external services through the Apps catalog. Each
catalog entry is a reviewed `AppDefinition` that wires a provider's
hosted MCP server into Paperclip's shared vault, grants, policies,
gateway, and audit trail.
> - Neon is a widely used serverless Postgres provider with an official
hosted MCP server, but it is not in the catalog. Teams that run their
databases on Neon must use the generic "connect your own MCP server"
path, which has no branding, no guidance, and no project or read-only
controls.
> - The connector playbook requires a catalog entry for a provider like
this: the hosted server supports dynamic client registration and bearer
API keys, and the common definition fields can express every option
Paperclip can serialize.
> - This pull request adds the Neon definition, its official artwork,
the research and permission-review ledger rows, documentation, and
deterministic tests, without any provider-specific runtime code.
> - The benefit is a one-click, governed Neon connection with optional
project pinning and read-only mode, and a documented path to live
qualification.

## Linked Issues or Issue Description

**Problem or motivation**

Neon is a common Postgres host for the applications agents work on, but
Paperclip's Apps catalog has no Neon entry. Operators who want agents to
inspect schemas, run SQL, or manage branches must paste the MCP URL into
the generic remote-MCP flow, which gives no branding, no provider
guidance, no project boundary, and no read-only switch.

**Proposed solution**

Add a catalog-only Neon connection built from the connector playbook:
browser sign-in through Neon's dynamic client registration with the
reviewed `read` and `write` scopes, or a customer API key sent as an
Authorization bearer header. Both methods expose Neon's documented
`projectId` pin and `readonly` switch as optional Advanced fields. Every
discovered tool stays governed by the normal per-action policies.

**Alternatives considered**

A plugin was not needed because no custom UI, tables, workers, or
webhooks are involved. A separate read-only method was not added because
the playbook treats read-only switches as advanced fields rather than
methods. Neon's repeatable `category` query filter was left out because
tenant fields serialize lists as one comma-joined value, so it cannot be
sent correctly without new runtime code; per-action policies cover
catalog narrowing instead.

**Roadmap alignment**

This extends the existing self-serve remote-MCP connection catalog and
does not overlap planned core work.

## What Changed

- Added the `neon` provider to `scripts/ingest-app-definitions.mjs`
(category, API-key placement, methods, tenant fields, guidance,
warnings) and regenerated
`packages/shared/src/app-definitions/neon.json` plus the generated
registry.
- Added the Neon row to the self-serve MCP research ledger with
`dcr_or_api_key` auth and risk tier S4.
- Added permission reviews for `neon/mcp-oauth` (explicit scopes `read`,
`write`, taken from Neon's live authorization-server metadata) and
`neon/mcp-api-key` (provider key), with evidence links.
- Added Neon's official tile icon (`ui/public/brands/apps/neon.png`,
copied byte-for-byte from the icon linked by neon.com) and the brand
manifest entry.
- Added prosumer gallery copy for the Neon card.
- Added `doc/connections/NEON.md` (service involvement, endpoints,
administrator setup, capabilities and policy, manifest, brand
provenance, validation hook) and linked it from the connections README
and the permission audit.
- Tests: Neon definition shape, store visibility and artwork, URL
recognition, reviewed scopes with scope-widening rejection, URL
projection of the project pin and read-only flag, invalid project ID
rejection, the connect form's API-key gating, and the pinned catalog
counts.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
packages/shared/src/app-definitions-url.test.ts` — 34 passed.
- `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts` — 367 passed.
- `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx
ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts
ui/src/pages/apps/AppLogo.brand-assets.test.tsx` — all passed.
- `node scripts/check-app-brand-assets.mjs` and `node --test
scripts/app-brand-validation.test.mjs` — passed.
- `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter
@paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui
typecheck`, `pnpm check:token-gates` — clean.
- Manual: in a local instance, open Apps → Browse, confirm the Neon card
and icon, open `/apps/connect?source=neon`, confirm both methods, the
Advanced project pin and read-only toggle, and that Connect enables
after an API key is entered. The operator completed a live connection
against a Neon account on this build.
- Live metadata probed on 2026-10-02: both `.well-known` documents at
`mcp.neon.tech` return the recorded endpoints and scopes; an
unauthenticated `initialize` returns 401 with `resource_metadata`.

## Risks

- Low risk to existing providers: the change is additive catalog data
plus tests. The generated registry only gains one import.
- Neon's hosted server grants broad project and database management. The
definition carries two warnings, recommends a development project, and
keeps every write under the normal action policies; the read-only switch
is enforced by Neon's server, not locally.
- The permission-review ledger records live proof for both methods as
not run; the full lifecycle checklist in `doc/connections/NEON.md` still
needs a documented pass before the entry is considered fully qualified.

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

## Model Used

- Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended
thinking and tool use (shell, file editing, browser verification).

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 15:04:52 -07:00
Devin FoleyandPaperclip d6d88b9de2 fix: preserve run outcomes when agent file cleanup is deferred (#14945)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat service records each agent turn and releases its
working files.
> - A turn can save its work and finish before instruction-copy cleanup
runs.
> - A cleanup exception can replace that completed result with an
adapter failure.
> - This also loses result accounting and can prevent environment lease
release.
> - This pull request records a cleanup warning and keeps the original
run outcome.
> - The existing recovery sweep retries cleanup from the durable
working-copy record.

## Linked Issues or Issue Description

Related cleanup and lock work: #14866 and #14869. Related, distinct
work: #14695 retains warm-process files; #12021 handles provider-process
SIGTERM after a terminal result.

**What happened?**

An agent saved its plan, posted a comment, and requested approval. The
provider completed its turn. Instruction-copy cleanup then timed out on
a directory lock. Its exception escaped a `finally` block and replaced
the provider result, so the completed turn showed `Run failed`.

**Expected behavior**

Keep the provider outcome, usage, cost, saved work, and pending
approval. Record a cleanup warning and let the existing recovery sweep
retry. A real provider failure must keep its original error. A failed
file save must keep its failed-save receipt.

**Steps to reproduce**

1. Complete a legacy adapter turn that saves work and requests approval.
2. Make instruction-copy release throw a directory-lock timeout.
3. Read the run result. Before this change, the cleanup error replaces
the provider outcome.

The new heartbeat tests reproduce the failure without a live provider or
external service.

**Paperclip version or commit**

The regression reproduces on `c83df091b1a5207375eaf23466bb5c62e4e1518e`.
This branch is rebased onto `cf8ad63c80`.

**Deployment mode**

Server-managed agent execution with persistent instruction working
copies.

## What Changed

- Catch instruction-copy release failures in both heartbeat teardown
paths. Stop repeating a failed cleanup attempt within the same run.
- Write a sanitized `instruction_cleanup` warning. A warning-write
failure also preserves the run result.
- Test successful, failed, and throwing providers; both teardown paths;
warning-write failure; accounting; approval state; and execution-control
release.
- Extend the held-lock test to prove a fresh recovery worker removes the
deferred copy and preserves its failed-save receipt.
- Document deferred cleanup and the run-log event.

## Verification

- Red proof: all five new heartbeat regression cases fail with the
original release calls.
- At head `20bea4f431c916d2f5db1970213aab85f5daa34c`, all 417 tests
passed across heartbeat process recovery, agent directory working
copies, and directory merge locks.
- Full local `pnpm -r typecheck`, `pnpm build`, and `git diff --check`
passed.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/37031119795)
passed at this head. All 53 reported checks passed; the two Storybook
checks were correctly skipped. This includes general and serialized
tests, browser shards, runner verification, build, typecheck, and the
canary dry run.
- Greptile reviewed this head with 5/5, no code comments, and no
unresolved review threads. The branch has no merge conflicts.
- The local `pnpm test:run` attempt was stopped after it reported eight
failures in unchanged suites. Four Slack/AgentMail cases selected an
unrelated ancestor skills directory and failed with `ENOENT`; the two
Slack cases passed with a temporary local skill-root link, which was
then removed. Three company-skill cases reproduced macOS `EACCES` errors
when renaming read-only cache directories. One gateway case passed when
rerun alone. No full local-suite pass is claimed; the complete CI test
jobs passed.

## Risks

- Cleanup errors now leave recovery work pending. The durable
working-copy record remains available for the existing retry sweep.
- This change preserves provider failures and failed-save receipts. It
does not claim that unsaved file edits were saved.
- Native instruction reservation errors retain their existing behavior
because they guard process ownership.
- No schema, lockfile, workflow, API, or UI changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, and code
execution. The exact backend model ID and context-window size are not
exposed by this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 14:16:18 -07:00
DottaandPaperclip 9786f6df56 fix(runner): preserve credential content in document saves (#14937)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Runner sends authorized tool calls to the control plane.
> - Agents use these calls to save plans and instruction files.
> - The Runner used diagnostic secret detection to reject execution
arguments.
> - Ordinary credential-related prose could reject a document save
before persistence.
> - This pull request forwards the original arguments and leaves
credential policy to the provider harness.
> - The benefit is reliable saves with useful diagnostic records.

## Linked Issues or Issue Description

Related foundation: Refs #12415 and #14430. No duplicate save-policy fix
was found.

**What happened?**

A `write_document` call failed before the server saved its plan. The
Runner reported `semantic tool input contains credential material;
refusing to execute altered arguments`. The detector also masked
ordinary phrases such as `secret manager` and `credential handling` in
diagnostics. Both TypeScript dispatchers had equivalent execution gates.
One dispatcher also rewrote structured approval and question payloads
before execution.

**Expected behavior**

Paperclip forwards authorized arguments unchanged. The provider harness
decides credential-content policy. Log and audit redaction does not
reject or rewrite save input.

**Steps to reproduce**

1. Send an authorized `write_document` call with a plan that discusses
credential handling.
2. Include an intentional credential value in the body to exercise
harness-owned policy.
3. The old Runner rejects the call. With this change, the document
service stores the exact body.
4. Diagnostic records still mask explicit credential values. Qualified
credential fields, short bearer values, opaque diagnostic pairs, and
valid encoded JSON token headers have regression coverage.

**Paperclip version or commit**

Reproduced at `c46e41e81c03cd3c8b64cf993615b604d7fe8c62`. The branch is
based on current `master`.

**Deployment mode**

Server deployment with the native Paperclip Runner. Local regression
tests use the real document service and an embedded test database.

## What Changed

- Remove credential-content vetoes from Rust admission and both
TypeScript semantic dispatchers.
- Preserve original structured approval and question arguments during
execution.
- Keep transport bounds, schema checks, authorization, idempotency, and
audit masking.
- Require explicit credential syntax or recognized formats for
diagnostic masking. Preserve ordinary prose, metadata, and dotted
identifiers.
- Test exact document persistence, replay, nested argument identities,
and masked audit copies.
- Remove obsolete retry guidance and document harness-owned credential
policy.

## Verification

- `cargo test --manifest-path
packages/paperclip-runner/runner/Cargo.toml --locked -p
paperclip-runner-core --lib --test acpx_event_payload --test
acpx_provider_state --test acpx_provider_turns`: 355 tests passed.
- Focused server and adapter tests: 189 tests passed after rebase. These
include the real document save and the complete tool-gateway suite.
- Semantic dispatcher and conformance tests: 34 tests passed.
- Diagnostic redaction and MCP tests: 46 tests passed, including all six
review examples.
- `pnpm -r typecheck` and `pnpm build` passed on the repaired branch.
- The broad local root suite was interrupted after database fixture
setup failures. The focused database suites passed. CI runs the complete
configured test lanes.

## Risks

- Authorized tool arguments can intentionally contain credentials. The
harness must enforce its content policy.
- Diagnostic detection is narrower. Explicit assignments, credential
fields, and recognized credential formats remain masked.
- The change does not add a database migration or change company
authorization.

## Model Used

- OpenAI GPT-6 through Codex. The session exposes the GPT-6 model
family; its exact runtime model identifier and context window size are
not exposed. Used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 14:19:41 -05:00
DottaandPaperclip 839cac1343 fix: request supported offline access for generic MCP OAuth (#14950)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use external MCP tools through the governed gateway.
> - Remote MCP connections can use OAuth access tokens that expire.
> - Some providers issue refresh tokens only after an offline-access
request and consent.
> - Resource scopes hid that identity-provider capability in the generic
connection flow.
> - This pull request requests supported offline access and tests expiry
through a local MCP server.
> - The benefit is continued tool access without another sign-in when
the provider permits refresh.

## Linked Issues or Issue Description

Related PR: #13447 addresses the same OAuth symptom together with
managed Codex configuration. This PR focuses on generic MCP OAuth. It
also covers consent, explicit scope overrides, legacy reconnects, exact
scope persistence, and real HTTP expiry tests.

**What happened?**

A generic MCP resource can advertise only its tool scopes. Its OAuth
server can separately advertise `offline_access`. Paperclip selected the
resource scopes and omitted the offline-access request. A provider could
then issue an access token without a refresh token. Tool access stopped
after the access token expired.

**Expected behavior**

Paperclip adds advertised offline access to the selected tool scopes
when the OAuth server does not exclude refresh tokens. It requests
consent and stores the scopes sent in the authorization request.
Existing connections can discover this capability when the user
reconnects. Providers without this capability keep their existing scope
behavior.

**Steps to reproduce**

1. Run `node scripts/mcp-fixtures/servers/oauth-refresh-fixture.mjs`
from the repository root.
2. Add its MCP URL as a generic connection on a local Paperclip
instance.
3. Approve the test consent page and call `read_status`.
4. Let the two-minute access token expire and call the tool again.
5. Before this fix, the connection needs another sign-in. With this fix,
the call refreshes the token and succeeds.

**Paperclip version or commit**

The integration regression reproduced the missing-refresh-token failure
on the parent of this PR's fix. The same test passes with the fix.

**Deployment mode**

Local development. Automated tests use a loopback HTTP MCP/OAuth server
and a disposable PostgreSQL database.

## What Changed

- Track offline-access capability separately from MCP tool scopes.
- Add supported offline access and consent for generic connections.
- Preserve the actual requested scopes through callback completion and
reconnect.
- Discover the capability for older connections with cached OAuth
endpoints.
- Add a reusable MCP/OAuth fixture with PKCE, token expiry, resource
binding, and refresh-token rotation.
- Test shared and personal gateway calls through two refresh rotations.
Cover scope selection, unsupported refresh, and legacy reconnects.
- Document the behavior and local test commands.

## Verification

- The two real HTTP expiry tests failed before the fix with
`oauth_refresh_missing` after the first token expired.
- Tests passed on the current head: 76 generic MCP regressions, all 365
tool-access service tests, and 4 fixture controls.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed. Server
TypeScript checks also passed after the review fixes.
- All remote checks passed on
`d22909bb34e9d54478c0002077c498ffe105932d`. Greptile gave 5/5 with both
previous findings resolved. The complete local `pnpm test:run` is still
running.
- Run `node --test
scripts/mcp-fixtures/servers/oauth-refresh-fixture.test.mjs` for the
standalone provider controls.
- Run `pnpm exec vitest run
server/src/__tests__/generic-mcp-connection.test.ts` for the Paperclip
integration tests.

## Risks

- Users can see a consent prompt when a generic provider supports
offline access.
- The provider can still decline to issue a refresh token. Access works
until expiry, then the user must reconnect.
- A provider that advertises offline access but rejects the scope
produces an OAuth error. This PR does not add an automatic retry without
that scope.
- Existing grants without refresh tokens need another sign-in. The fix
does not change them in place.
- Curated Apps keep their reviewed scope and authorization-parameter
allowlists. No database migration is required.
- This simulation verifies the suspected failure. The reported internal
MCP server has not been tested.

## Model Used

- OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The runtime did not expose a more specific model ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 14:13:59 -05:00
DottaandPaperclip 7a52dcdc74 fix: repair MCP validation and cancelled execution recovery (#14951)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The tool gateway gives agents access to connected services. Recovery
controls what happens when a run stops.
> - Generated tool names can exceed the provider limit after the MCP
client adds its prefix.
> - The same invalid definition can fail each automatic retry. A
cancelled run can also hold saved messages without showing its cause.
> - This pull request bounds tool names, stops configuration retries,
and retains cancellation evidence.
> - It shows the stopped run and admits saved input only after the
existing safety checks pass.
> - The benefit is a clear recovery path that preserves operator Stop
and prevents duplicate message delivery.

## Linked Issues or Issue Description

**What happened?**

A long connected MCP tool name makes the provider reject the entire
request. Automatic recovery repeats the invalid request. Separately,
unexpected legacy cancellations can leave saved input behind a recovery
hold. The notice does not identify the stopped run or its cause.

**Expected behavior**

Complete MCP names fit the provider limit. Tool-definition errors
require configuration repair. Cancelled runs retain their source and
reason. The recovery notice shows the cause and saved-message count.
Verified unexpected cancellations can start a fresh turn through the
existing admission checks.

**Steps to reproduce**

1. Assign an App gallery connection with a long application key and tool
name to a Claude agent.
2. Start a run. The provider rejects a name over 128 characters,
including its MCP prefix.
3. For cancellation recovery, stop a legacy provider turn without an
operator Stop request and send a user message while the recovery hold is
active.
4. Inspect the recovery notice and the deferred message queue.

**Paperclip version or commit**

Rebased onto master at `cf8ad63c806685bfd7c48e3ed4a919d61a7c55f1`.

**Deployment mode**

Hosted or self-hosted server with legacy Claude or Codex execution.

Related public work:

- Refs #14017. That PR caps name segments. This PR preserves existing
short names and uses stable hash aliases for long complete names. It
also covers classification and recovery.
- Refs #4510. That PR adds a cancellation-source column. This PR records
bounded evidence in the existing run result, without a migration.
- Refs #12552 and #4506. Those PRs suppress recovery after operator
cancellation. This PR preserves operator intent and uses the existing
continuation gates.

## What Changed

- Bound gateway names with the full provider prefix in the 128-character
budget. Retain the original upstream tool name for dispatch and
permissions.
- Classify invalid tool definitions as configuration failures before
diagnostic redaction. Stop automatic retries and continuation attempts
for that error code.
- Persist cancellation source, expectedness, initiator, reason, and
time. Preserve recorded Stop intent when adapter results arrive. Report
unexpected started cancellations with closed diagnostic labels.
- Show the run cause, saved-message count, and Inspect run link. Offer
Continue for eligible unexpected cancellations. Require verified
provider stop, empty tool inventory, ownership, and the existing pause,
budget, approval, and dependency gates. Use the existing queue for
single delivery.
- Add regression coverage and update the execution, MCP gateway, and
run-log documentation.

## Verification

- `pnpm -r typecheck` and `pnpm build` passed.
- `pnpm check:token-gates` passed.
- Ran `pnpm test:run` and completed its workspace and serialized groups.
Initial resource and timing failures passed on isolated reruns. All 149
serialized route suites passed.
- Reran the changed server, adapter, and UI suites after the rebase.
Coverage includes long-name upstream dispatch, configuration retry
suppression, cancellation evidence retention, privacy labels, oversized
run projection, and concurrent saved-message delivery.
- `pnpm test:e2e tests/e2e/legacy-failure-continuation.spec.ts` passed
all six browser scenarios. The recovery notice shows the run cause and
inspection link, and each recovery entry point reaches one new response.
- Added database-backed checks for active, removed, paused, unavailable,
and disabled chat connections. The final continuation and
recovery-notice suites passed 167 tests. Externally bound chats hide
board Continue and show a usable next action.
- All 55 GitHub checks passed on
`42afbf1371dcaeb72646e3d8f65c19ff7cddf8de`. Two unrelated Storybook jobs
were skipped by their normal conditions. Greptile reviewed that commit
at 5/5 with no findings and no open review threads.

## Risks

- Long tool names change to aliases. Existing short names stay
compatible. The original connection and upstream name remain the
dispatch authority.
- Invalid tool definitions no longer get automatic retries. An operator
must repair the configuration before a new attempt.
- Continuation changes apply only to positively identified unexpected
legacy cancellations with complete empty tool inventory. Operator Stop,
unknown historical cancellations, outstanding tools, and unverified
provider termination keep their holds.
- No database migration. The added projection fields are optional.
Cancellation reason and initiator IDs remain local run evidence; Sentry
receives only closed source and initiator-type labels and expectedness.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository editing, shell
execution, and GitHub tool use. The runtime does not expose the exact
model variant or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 13:47:59 -05:00
DottaandPaperclip 7d59de6113 feat(connections): probe provider usage limits on demand (#14936)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections store the AI accounts used by legacy and native runners.
> - Subscription accounts can reach session, weekly, model, or paid
usage limits.
> - Operators need to read these limits for a specific stored account
before making a routing decision.
> - This pull request adds an on-demand usage probe to the connection
service and account detail.
> - The result preserves provider limits, reset times, paid usage, and
unknown values for later consumers.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, the connection service and API, and the account detail
UI.

**Problem or motivation**

Managed AI accounts lack a common operation to read their current usage
limits. A local harness probe can read a different login from the
account selected for an agent.

**Proposed solution**

Add `aiConnectionService.probeUsage()` and a board-only connection usage
endpoint. Probe the selected credential grant on request. Support Codex,
Claude, and Grok subscriptions, plus OpenRouter API key limits.

**Alternatives considered**

Harness-specific automatic polling would couple the read to execution
and can read ambient credentials. This change uses the managed
connection credential and leaves scheduling and admission decisions to
later work.

**Roadmap alignment**

This extends the existing Personal & Shared AI Accounts capability. It
adds no routing or quota enforcement. Related: Refs #14459 for managed
OpenAI quota reads; Refs #14781 and Refs #13379 for downstream pacing
and budget work. This operation reads one requested account across all
three subscription providers.

## What Changed

- Add typed usage snapshots and a probe capability flag to managed AI
connections.
- Normalize Codex, Claude, Grok, and OpenRouter responses. Keep model
scopes, provider admission, reset periods, and paid allowances separate.
Preserve unknown values.
- Enforce company membership, credential audience, grant identity, and
connection lifecycle before reading the stored secret.
- Add a board-only `GET
/api/companies/:companyId/ai-connections/:connectionId/usage` endpoint
with `no-store` responses.
- Add manual **Check usage** and **Refresh** actions to account details.
Show compact usage bars, resets, admission and overage status; remove
repeated descriptions and account-default copy. Clear previous results
during a new request or error.
- Add Storybook previews using the production account components for all
four providers, initial checks, loading, and permission errors.
- Add provider, authorization, runner selection, API, and UI coverage.
Document provider sources and live qualification.

## Verification

- Initial provider, authorization, selection, API, and UI validation
passed (96 focused tests): `pnpm exec vitest run
server/src/services/ai-connection-usage.test.ts
server/src/__tests__/ai-connections.test.ts
ui/src/components/ai-connections/AiConnectionUsagePanel.test.tsx
server/src/__tests__/openapi-routes.test.ts`.
- `pnpm -r typecheck` passes for the initial implementation. After
simplifying the UI, 9 usage-panel and date-helper tests, UI typecheck,
token gates, and Storybook build pass. The initial feature module
boundary check also passed.
- Real Codex, Claude, and Grok credentials were saved to encrypted
disposable connections. The actual usage HTTP route returned 200 with
`status: ok`. Legacy and native runner selection checks passed. The
tests started no model turn and exchanged no refresh token. The
disposable databases and vaults were removed.
- Live Claude responses added structured scoped limits. Live Grok
responses omitted included-plan usage. Tests now cover both shapes and
preserve the Grok omission as unknown.
- The full workspace build passes. A full local test run hit a heartbeat
feedback timeout. That case passes in isolation. The duplicate local run
was stopped after all remote checks passed. The Slack ordering and
OpenCode transport CI flakes also pass in isolation and on the CI rerun.


- Current head: `ff3d479029a1c4248190323e221b2803cfb0d79d`. All 54
active checks pass. Two Storybook checks are intentionally skipped by
the workflow. Greptile is 5/5 with no unresolved review findings; the
branch is mergeable.

## Risks

- Subscription usage endpoints can change. Credentials can lack
usage-read permission. The probe returns explicit errors without fresh
limits in these cases.
- A successful probe can contain partial data. Missing utilization or
admission remains unknown. An enabled paid-usage switch does not prove a
funded balance.
- This change adds no migration. It does not change runner admission or
automatic provider selection. Provider requests use fixed endpoints,
disabled redirects, bounded response sizes, and a 15-second deadline.

## Model Used

OpenAI Codex, GPT-6, with reasoning, file editing, shell execution, and
HTTP tools. The session does not expose the exact runtime model variant
or context window size. Real provider credentials were used only for the
authorized live checks.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 11:47:14 -05:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external services.
> - AgentMail needs both a saved key and an inbox assigned to the agent.
> - Chat requests offered a setup link instead of an inline card and
could treat a saved key as complete.
> - Inbox setup also hid address conflicts behind a generic server error
and a separate review step.
> - This pull request makes AgentMail a default connection, adds the
inline card, reduces setup to two steps, and shows conflicts beside the
address.
> - Shared native dropdown styles also give every caret a consistent
inset.

## Linked Issues or Issue Description

**What happened?**

AgentMail requests in chat did not show a usable inline connection card.
Manual setup required extra screens, ignored saved account keys, and
could trap new-address setup in a locked inbox dropdown. Agent selectors
omitted the avatar from the selected value. A taken address could
produce an HTTP 403 from AgentMail and appear as an internal server
error. Native dropdown arrows also touched the right edge of their
fields.

**Expected behavior**

Make AgentMail available as a default connection. Ask for the API key
inline, with a direct link to its provider page. Default human access to
the company and agent access to the requesting agent. Resume the agent
only after an assigned inbox is active. Manual setup should ask for an
agent and email address, then finish. Address checks should run as the
user types. Taken addresses should show clickable alternatives. A domain
dropdown beside the name should prefer a verified custom domain. Setup
should suggest authorized saved AgentMail keys and show agent avatars in
the picker and selected value.

**Steps to reproduce**

1. Ask an agent to connect AgentMail when it has no assigned inbox.
2. Check that an inline API-key card appears and links to the provider's
API-key page.
3. Open AgentMail setup, choose an agent, and request an address that is
already taken.
4. Correct the inline error, refresh, and finish setup with the same
request ID.
5. Inspect native dropdown carets in light, dark, disabled, and
right-to-left states.

Uses the bounded provider-error parser merged in #14768. Related work:
#13256 introduced AgentMail; #14725 expanded connection search.

## What Changed

- Stop recurring email queries for tasks that have no email thread.
Share the query between the thread provider and activity view. Keep
email-task updates and invalidation-based discovery.
- Make AgentMail available without the experimental chat setting. Keep
the catalog, setup and management routes, agent Channels tab, task email
feed, receiving worker, and agent tools available by default. Other
experimental chat providers stay gated.

- Make the email address and copy icon a single clickable action with
the shared Copied! confirmation. Add View inbox linking directly to the
matching AgentMail console inbox, with the address encoded as one URL
path segment.

- Reorganize inbox Settings around the copyable email address, usage
instructions, and receiving status. Move reconnect credentials into a
disclosure and separate the Disconnect action. Add production Settings
stories for active, paused, unassigned-address, revoked, webhook,
long-address, mobile, and reconnect states. Show repair controls when
the inbox has an error. Keep usage instructions tied to an active inbox
with an address.

- Add AgentMail channel intents and an inline key field with the direct
API-key URL.
- Keep setup and retry state tied to the interaction. Require an active
inbox for completion. Preserve company and agent access checks.
- Reduce manual setup to agent selection and email selection. Put the
domain dropdown beside the address and default to a verified custom
domain. Preserve explicit choices across reloads. Keep receiving
settings under Advanced options.
- Check the initial address and edits after a 350 ms pause. Abort
superseded requests and ignore stale responses. Show clickable
suggestions and retain known creation conflicts across reloads.
- Add a company-scoped, manager-only address check using the saved
credential. Search the visible inbox list instead of fetching an
uncreated inbox: live AgentMail retains negative lookups that can break
subsequent access-key creation. Unlisted addresses remain unknown;
creation is authoritative.
- Suggest labeled saved AgentMail keys in both manual setup and the
inline card. Filter by company, provider, active credential, and
current-user grants on the server. Prefer an account key and preserve
the selected key or an explicit new-key choice across refresh. Use
verified scope metadata and bounded concurrent checks for legacy keys.
Never return secret values.
- Catch an inbox-only key before the email step. Allow its existing
inbox only after an explicit choice. Recover old locked drafts at the
key picker. Save the replacement key before retiring an empty draft,
then use a new setup URL so refresh preserves the switched account; stop
if cleanup fails. Preserve already allocated addresses and their
original accounts.
- Use the shared AgentSelect in email setup. Show the canonical agent
avatar in each option and the selected value, including other consumers
of the shared component. Add regression coverage for legacy and current
Lucide agent-mention icon formats.
- Start each catalog Add connection with a fresh setup identity. Honor
Finish setup's exact draft/account/address instead of resuming an
unrelated browser draft. Return Cancel and Done to Connectors and Email
settings to the inbox. Group the task/thread explanation in a How it
Works card.
- Route AgentMail catalog removal through the email inbox control API,
including unfinished drafts. Refresh both the catalog and inbox views.
- Render each inbox management tab separately. Access uses the saved
account grants and agent controls; Conversations and Activity use the
shared persisted email feed. Activity lifecycle actions use the email
API. Reconnect returns to inbox Settings. Conversation failures show a
retry instead of a false empty state. Email delivery recovery stays in
the task.
- Map documented provider address conflicts to a field error. Preserve
actionable messages for other failures.
- Preserve non-secret draft fields across refresh, scoped to the
requested agent. Never save API keys in browser storage. Resume partial
inbox creation with the original agent, address, and request ID.
- Show an already-created address with explicit retry and new-address
recovery instead of locked inputs. Preserve the original inbox and
resumable draft when choosing another address. Distinguish runtime-key
404 errors and log safe provider status/operation/code.
- Apply final agent access once within email setup authorization for a
new account whose original installs are unchanged. Preserve later
permission edits and reused account installs. Support in-place retry of
progress loading.
- Let a failed inline setup change keys after retiring an empty draft.
Persist its replacement setup identity without storing secrets. Recover
a server-saved account when refresh interrupts the save response, while
preserving intentional account changes.
- Render the production setup in Storybook and add error, recovery, and
mobile states.
- Inset native select carets in shared CSS. Preserve custom icons,
listboxes, keyboard behavior, and forced-color controls.
- Add browser regression coverage and an AgentMail Product E2E case with
persisted-state and rendered-card evidence.

## Verification

- Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and
`git diff --check` passed after the default-availability change.
- All 485 focused tests passed. These cover setup, management, catalog
and route gates, connection intents, email authorization, Cursor
execution, and the OpenAPI contract. All 39 email integration tests run
with the experimental chat setting off.
- The shared polling change passed four behavioral tests, UI typecheck
and build, and token gates.
- `tests/e2e/agentmail.spec.ts` passed with the actual server setting
off. This full-stack browser test uses simulated provider responses. It
covers catalog entry, saved keys, editable address and domain controls,
creation, conflicts, retry, all management tabs, clipboard feedback, the
provider link, and task email rendering.
- In the live local browser, Add connection reached the editable email
step with the saved account key. The verified custom domain was selected
by default. Both domain choices worked. The existing inbox Settings page
remained available. Both active inboxes completed new mail checks with
the setting off. No new provider inbox or email message was created for
this pass.
- Earlier live provider acceptance covered creation on a verified custom
domain, Finish connecting on the reported draft, successful mail checks
after refresh, and catalog removal of disposable draft and active
connections. Clicking the email address copied the exact address and
showed Copied!. View inbox opened the same inbox in AgentMail’s console.
No email messages were sent.
- Production setup and Settings Storybook builds and interactions
passed. Settings states include active, paused, unassigned, revoked,
webhook, long-address, mobile, and reconnect. Receiving and
revoked-access stories had zero accessibility violations.
- Full local `pnpm test:run` on an earlier revision completed with
14,709 passing, 87 skipped, and four transient failures. All four failed
cases passed in focused reruns without product changes. That serial full
local command was not repeated after each follow-up. The latest-head
full CI suite is the final test gate.
- CI found an obsolete browser assertion that hid every channel when the
flag was off. Updated it to keep AgentMail and the Channels surface
visible while preserving the GitHub chat route gates. All 11 provider
browser tests passed locally after scoping the Channels selector to the
agent sidebar. Two initial local attempts stopped at temporary Postgres
initialization. The passing run used a separate disposable database on
the existing local Postgres server; it was removed after the test.
- Updated the remaining sidebar and aggregator discovery assertions for
default AgentMail availability. Ordinary task fixtures now return no
email thread. All 128 sidebar/task-page tests and all 42 aggregator
tests passed locally.
- Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI
passed, with 54 successful checks including Snyk and two intentional
Storybook skips. The CI run is
https://github.com/paperclipai/paperclip/actions/runs/37020833647. A
fresh Greptile review scored 5/5 with no unresolved threads. Live model
evaluations and inbound/outbound email delivery were not run.

## Risks

- AgentMail no longer needs experimental opt-in. Setup still requires a
human to connect an account and assign an inbox. Inline setup creates an
inbox after a human submits a new or saved key. Company access, agent
access, inbox assignment, and completion checks remain enforced.
- AgentMail read APIs cannot prove global address availability. The
visible-list check is bounded to 100 entries and cannot see inboxes
outside the key’s scope. The UI reports this limitation, suggests
alternatives without claiming they are free, and keeps final creation
conflicts inline. Lookup outages show an error without preventing the
authoritative creation attempt.
- Native select CSS affects the whole app. Custom-icon selects and
multi-row lists are excluded. Forced-color mode keeps the browser caret.
- Saved-key discovery uses stored verified scope metadata and checks
authorized legacy credentials concurrently within a shared three-second
deadline. Provider outages mark legacy choices unavailable; users can
still enter another key. Final use rechecks authorization and provider
access.
- No database migration or transport default change. Live connection
remains the default.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; full-suite
limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (latest head
`b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
DottaandPaperclip ec3bacc9bd fix(chat): hide ignored provider information (#14929)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task and agent chats show agent progress and problems that need
attention.
> - Codex also sends account, skill, and unrelated thread notifications.
> - The runner correctly ignores that information but reports it as a
warning.
> - Chat then shows an internal diagnostic as an actionable provider
notice.
> - This pull request keeps the diagnostic in run logs and removes it
from chat.
> - Real provider warnings, errors, and agent replies remain visible.

## Linked Issues or Issue Description

**What happened?**

Chat showed “Received a provider update” and a warning with the text
“ignored
unrelated provider information”. Its details said “User Actionable: Yes”
even
though no user action was needed. Saved conversations retained the same
noise.

**Expected behavior**

Keep ignored provider information in the run log. Do not show it as chat
activity
or a user warning. Preserve real warnings and errors.

**Steps to reproduce**

1. Start a conversation with the native Codex runner.
2. Have the provider send an account update, skill change, or unrelated
thread
   notification during the turn.
3. Inspect live chat and reload its saved history.

The regression tests also reproduce the old stored notice without a live
account.

**Paperclip version or commit**

Source implementation on master at `e00d10d5d`. The duplicate search
found no
open PR for this fix. Related prior work: #13109 improved
provider-notice
presentation. #12367 added Codex thread normalization. This change
addresses
the internal information that those paths still projected as chat
warnings.

**Deployment mode**

Native Paperclip Runner with the Codex app-server provider. The issue
was seen
in hosted chat and can be reproduced with local provider fixtures.

## What Changed

- Map ignored unrelated Codex information to `harness.diagnostic` in the
Rust
  and TypeScript normalizers.
- Retain a bounded allowlist of redacted provider method and thread/turn
identifiers.
- Use the same Unicode character limit and truncation marker in both
normalizers.
- Share the text redactor through a pure helper. Keep provider
connection code
  out of the standalone demo's source closure.
- Omit that diagnostic and the matching legacy notice from live chat.
- Omit the matching legacy notice from saved chat history.
- Test diagnostic retention, account-notification integration, live and
saved
  chat, and continued visibility of real warnings, errors, and replies.
- Document the local run-log event and historical display behavior.

## Verification

- Passed: 68 tests in the two affected UI transcript suites.
- Passed: 60 TypeScript tests across provider events, transport
behavior, and
  the standalone demo boundary.
- Passed: 13 Rust provider-event tests and the Codex
account-notification
  integration test.
- Passed: `pnpm check:token-gates` and Cargo formatting checks.
- Passed: full `pnpm build` and `pnpm -r typecheck`. After the review
fix,
the provider package build, typecheck, and both provider-event suites
passed again.
- Full local `pnpm test:run` failed: 608 files / 10,904 tests passed, 30
server
suites failed, and 104 files / 4,012 tests were skipped. Most failures
were
  embedded PostgreSQL startup errors. Two tests timed out in
`heartbeat-comment-wake-batching` and
`workspace-git-snapshot-streaming`.
  PostgreSQL startup also failed in `heartbeat-run-event-sequencing` and
`native-finalization-migration`. These server files are unchanged by
this PR.
Isolated heartbeat reruns were skipped locally. The stable test script
stopped
  after this general-server group, so later groups did not run locally.
- The original review thread is resolved. Greptile is 5/5 on current
head
  `683dab7cce57187c57e84c83f5e9da4ad75c9c04`.
- All current-head CI gates passed, including the full
server/chat/workspace
test matrix, Rust and TypeScript runner suites, browser E2E, build,
typecheck,
and release canary. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37021330663).
- Replay the exact old warning in either transcript adapter. It must
produce
no chat row. A genuine provider warning or error must still produce a
row.

## Risks

- Low risk. The display filter matches one diagnostic code or the
complete
  legacy warning shape. Other provider notices remain visible.
- New ignored-information events use the existing harness-diagnostic
event
type. They retain diagnostic evidence without original account payloads.
- No database migration, API permission, provider execution, or recovery
  behavior changes. This affects the local run log, not Telemetry or
  OpenTelemetry exports.

## Model Used

OpenAI Codex, GPT-6. The exact backend model ID and context-window size
are
not exposed in this session. Used reasoning, repository inspection, code
editing, tool use, 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 (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run the affected tests locally and they pass (the broad
local run has PostgreSQL startup errors and timeouts documented above;
the full CI matrix passed)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 09:59:34 -05:00
DottaandPaperclip e00d10d5d5 fix(connections): repair stale AI defaults from agent settings (#14916)
## Thinking Path

> - Paperclip manages AI agents and controls the credentials used for
their work.
> - Managed AI connections resolve each responsible user's provider
default.
> - Agent settings created another account but kept the old default
selected.
> - A rejected provider test left the old account marked as connected.
> - Claude ACP reported a typed login failure as a generic
terminal-access error.
> - This pull request repairs the selected account or selects the new
login explicitly.
> - Agents can save and run with the repaired credential, and failed
logins request sign-in.

## Linked Issues or Issue Description

- Fixes #14831.
- Refs #13867. Environment failures remain separate from
credential-health failures.

## What Changed

- Add an agent-settings action to reconnect an unavailable personal
default in place. Keep its connection, grant, default, and agent access.
- State that a new account becomes the user's provider default. Select
its returned grant before changing the agent binding. Keep the actual
sign-in method.
- Show default-update errors and allow retry without another provider
login.
- Show the agent-access choice. Connection managers start with
company-wide access for their own tasks. Other members start with access
for the current agent.
- Use the server's connection-manager permission in the shared list
response. This includes members with a custom management grant.
- Mark credentials as needing attention after an explicit login
rejection in Test or Save. This includes API-key 401 and 403 responses.
Network, quota, and server failures keep the credential health
unchanged.
- Reuse the credential-generation check so an old failure cannot
invalidate a newer reconnect.
- Route Claude's typed provider `access` failure to the existing
login-recovery flow. Replace its generic terminal-access fallback with a
sign-in message.
- Add regression tests and update the AI Connections documentation.

## Verification

- Red: the UI tests failed on the missing reconnect action, unused
returned grant, missing access choice, and lost default-update error.
The server tests failed because rejected credentials stayed connected.
The real ACP fixture returned `acpx_turn_failed` for typed login
failures.
- Green: 156 tests passed across the AI connection, hiring, agent field,
and New Agent suites. All 37 environment-route tests passed. The Claude
ACP authentication fixtures also passed.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- The full local `pnpm test:run` passed 707 files and 14,503 tests, then
exited with an agent-conversation timeout and embedded PostgreSQL
startup failures in unchanged suites. The isolated conversation and
migration tests passed on rerun. Later local test groups did not run
after this failure.
- [All CI gates
passed](https://github.com/paperclipai/paperclip/actions/runs/37012669356)
on commit `38513dfe2`. This includes the full test matrix, browser
tests, typecheck, build, Runner checks, and canary dry run.
- Greptile reviewed commit `38513dfe2` and returned 5/5 with no open
findings.
- The regression tests use a real embedded database and a real ACP
fixture process. Live provider sign-in requires a valid account and was
not run.

## Risks

- Connecting a new account from agent settings changes the user's
provider default. The dialog states this before sign-in.
- The displayed access choice can allow all company agents to use the
account for its owner's tasks. Reconnect keeps the existing access.
Server permissions still control installs.
- Claude's typed `access` category maps to the provider's
`auth_required` signal. Tool and workspace request failures retain their
existing classification.
- No database migration or provider credential format changes are
required.

## Model Used

- OpenAI GPT-6 through Codex. The exact served model identifier and
context window are not exposed in this session. Capabilities used:
reasoning, repository tools, code editing, and command 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>
2026-10-02 08:57:52 -05:00
DottaandPaperclip 408f70e69f fix(runner): preserve stock Codex base instructions (#14920)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native Runner connects Paperclip tasks to Codex app-server.
> - Paperclip passed its runtime context as `baseInstructions`.
> - That field replaces the stock Codex base prompt.
> - This pull request sends the same Paperclip context as additive
developer instructions.
> - Codex keeps its stock prompt and still receives Paperclip task
instructions and tools.

## Linked Issues or Issue Description

**What happened?**

The native Codex driver and Rust provider sent Paperclip context through
`baseInstructions` on thread start and resume. Codex used this text in
place of its stock base instructions. Direct-chat resume also sent an
empty replacement base. The Runner Lab session path used the same
replacement field.

**Expected behavior**

Codex should retain its stock base prompt. Paperclip should add its
runtime context through `developerInstructions`. Other provider facades
should retain their current instruction handling.

**Steps to reproduce**

1. Create a native Codex session through Paperclip Runner.
2. Inspect the `thread/start` request in the native provider trace.
3. Resume the session and inspect `thread/resume`.
4. Before this fix, these paths set `baseInstructions`. After this fix,
the Codex paths set `developerInstructions` and omit `baseInstructions`.

**Paperclip version or commit**

Reproduced against master at `cad26c6bfb736039c8ed5743da650a44792a083c`.

**Deployment mode**

Built from source. Native Codex app-server and runnerd paths. A local
protocol probe used codex-cli 0.153.4 and a localhost Responses stub.

No duplicate fix or matching public issue was found in the GitHub
search.

## What Changed

- Send additive developer instructions on Codex start and resume in the
TypeScript driver, Rust provider, and Runner Lab session path.
- Carry the additive fragment through runnerd, including runtime asset
path mapping.
- Preserve existing instruction fields for other provider facades,
including OpenCode.
- Add start/resume/direct-chat regression coverage and check the actual
Rust provider request.
- Document the historical option and trace field names. Record progress
and follow-ups in the working checklist.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- Targeted Codex driver lifecycle, driver, and live-session Vitest
suites — 139 tests passed.
- `cargo test --manifest-path
packages/paperclip-runner/runner/Cargo.toml --locked -p
paperclip-runner-core --test codex_provider` — 91 passed, 2 ignored
subprocess helpers.
- Real app-server probe: a localhost Responses stub captured identical
14,732-character stock base instructions on fresh start and cold resume.
Both requests retained the Paperclip marker in developer input. Both
stub turns completed. No paid inference was used.
- Runnerd transport Vitest suite — 182 tests passed.
- The initial `pnpm test:run` attempt reported local dependency-loading,
embedded PostgreSQL startup, and macOS `/var` versus `/private/var` path
failures. It was stopped after those failures. Loading-suite reruns
passed 1,428 tests after the build; native interaction/finalization
reruns passed 38 tests. A seven-suite diagnostic rerun passed 463 tests
and isolated the remaining path and PostgreSQL setup failures.
- With `TMPDIR=/private/tmp`, workspace, gateway, interaction, and
attachment suites passed all 356 tests. The remaining environment-image
and native-session-resumption suites passed all 44 tests with the same
canonical temp path. All affected suites passed on rerun. The original
full local command was stopped after failures and is not claimed as
passing.
- All 55 PR checks passed at `83281439456181396f3707eecda5d2ebc90bd14d`.
Greptile scored 5/5 with no open review threads.
- No paid live campaign or Product E2E browser suite was run. This
change has protocol and regression coverage; it does not claim improved
task quality.

## Risks

- Stock Codex behavior may differ from behavior under the previous
Paperclip replacement prompt. Restoring that behavior is the intended
change.
- Existing Codex threads retain their saved replacement base prompt.
They need a provider session reset to receive the stock base. This PR
does not reset active sessions or alter recovery rules.
- The legacy `baseInstructions` option and trace field names remain for
compatibility. They now describe the additive Paperclip fragment for
Codex.
- The separate Codex-through-ACP dependency patch remains a follow-up in
the harness coverage checklist. This PR covers native app-server
execution.

## Model Used

OpenAI Codex, GPT-6. The exact runtime model variant and context window
are not exposed in this session. Used reasoning, repository inspection,
code editing, shell execution, and test 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>
2026-10-02 08:53:47 -05:00
DottaandPaperclip c46e41e81c fix(heartbeat): validate native MCP gateway ownership (#14914)
## Thinking Path

> - Paperclip lets people manage agents and govern their tool access.
> - Native runs receive an immutable MCP tool assignment for one agent.
> - The gateway must enforce that owner when it authenticates a run
token.
> - Older gateway rows stored the owner only in metadata.
> - This change validates the gateway and profile, binds new rows, and
repairs valid older rows on reuse.
> - It also delivers each native assignment once.
> - Other agents cannot use the assignment, and explicit shared gateways
keep their configured scope.

## Linked Issues or Issue Description

Builds on #14012 by @busla (Jón Levy). That PR adds agent binding and
seven regressions. This PR carries that fix onto current master and adds
legacy authentication, profile validation, and duplicate-delivery
coverage. Related: #14864 improves discovery memory use.

**What happened?**
Native gateway creation stored an owner in metadata but left `agentId`
null. Authentication could therefore accept another agent's run token.
Managed discovery could also deliver historical native assignments
again.

**Expected behavior**
A native assignment accepts only its owner's run token. The gateway and
profile must refer to the same immutable assignment. The current
assignment enters the run configuration once.

**Steps to reproduce**
1. Run the database fixtures in `heartbeat-runtime-mcp-servers.test.ts`
on the baseline.
2. Create a native assignment and inspect its stored gateway owner.
3. Authenticate with another agent's run token, then inspect legacy
reuse and managed delivery.
4. The baseline fails six ownership and delivery cases. The fix passes
all twelve cases.

**Paperclip version or commit**
The red baseline is `f2e0f1963`. This PR is based on `cad26c6bf`, which
includes the merged discovery fix.

**Deployment mode**
Native Paperclip Runner execution and managed Codex MCP delivery.
Reproduction uses isolated database and HTTP fixtures.

## What Changed

- Store the agent owner and agent context on new native gateways.
- Validate profile and gateway assignment metadata before reuse or token
creation.
- Bind valid legacy rows with a company-scoped, null-owner update and
validate the result.
- Reject mismatched run tokens before legacy repair.
- Identify native assignments by gateway metadata, the reserved profile
key, or profile source. Reject missing or malformed provenance,
including JSON null.
- Exclude historical native assignments from managed gateway delivery.
Keep their rows for existing runs.
- Add twelve database and HTTP regressions and document the runtime
contract.

## Verification

- Red baseline: six regressions fail and four controls pass before the
initial fix. Two additional regressions reproduce metadata-loss
admission and a JSON-null TypeError before the review fix.
- All twelve ownership regressions pass on the final code, including
owner admission, cross-agent rejection, metadata loss, JSON-null HTTP
401, and explicit shared-gateway admission. Policy, listing-memory, and
discovery HTTP coverage also passes.
- Full workspace typecheck and build pass locally. Server typecheck and
compilation pass again after the review fix. The final ownership and
grant patches pass 42 combined database and HTTP regressions.
- [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/37011383657)
passes for `626a08ae66361cf586105877e24d806b1a7a9c20`: all 54 checks
succeed; two optional Storybook checks skip. This includes full
typecheck, build, all test shards, all eight E2E shards, runner
verification, and the canary dry run.
- Greptile scores that exact head 5/5. No review threads remain
unresolved.

## Risks

Invalid historical native gateway or profile metadata now rejects
authentication. Valid unbound rows are repaired only when their owner
reuses the assignment. Conflicting owners are never overwritten.
Historical rows are retained for existing runs. Explicit shared gateways
use ordinary profiles and keep their configured scopes. The reserved
native profile namespace remains agent-owned even when gateway metadata
is cleared. No schema or dependency changes are included.

## Model Used

Original fix and seven regressions in #14012: Anthropic Claude Opus 5.5,
`claude-opus-5-5`, 1M context, as reported by @busla. Extensions and
verification: OpenAI Codex (GPT-6), with reasoning, repository
inspection, code execution, and tests. This session does not expose the
exact serving model identifier or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 08:22:33 -05:00
DottaandPaperclip 483dbc8890 fix(tool-access): enforce stored grant restrictions (#14915)
## Thinking Path

> - Paperclip governs the tools that agents can discover and call.
> - Stored grants can limit access to a tool, connection, or
application.
> - The grant matcher must enforce every restriction in that scope.
> - A nonmatching allow list fell through to a policy selector matcher
that ignores allow.
> - This change requires an explicit allow match and validates
additional selectors.
> - Malformed and unknown restrictions deny access.
> - Discovery and execution now enforce the same stored grant limits.

## Linked Issues or Issue Description

Related: #14864 adds the shared database and HTTP discovery fixture used
here. Searched existing public PRs for tool grant scope fixes. No
duplicate scope-validation fix was found.

**What happened?**
A stored grant with a nonmatching `scope.allow` could authorize a tool.
Empty or malformed allow lists, unknown selectors, and combined
mismatching selectors could also authorize access. The fallback policy
matcher does not validate stored grant JSON.

**Expected behavior**
An explicit allow list must match the requested tool, connection, or
application. Every additional selector must also match. Unknown or
malformed restrictions must deny access. Existing null and empty-object
scopes keep their broad grant behavior.

**Steps to reproduce**
1. Run `tool-grant-scope.test.ts` on the baseline.
2. Create a deny profile and a grant that names another tool.
3. Attempt discovery or a call for the tool outside the grant.
4. The baseline authorizes access. The fix denies it.

**Paperclip version or commit**
The red baseline is `f2e0f1963`. This PR is based on `cad26c6bf`, which
includes the merged discovery fix.

**Deployment mode**
The company-scoped MCP gateway. Reproduction uses isolated database
fixtures and a deterministic HTTP provider.

## What Changed

- Require an explicit allow entry to match the gateway or upstream tool
name, connection, or application.
- Apply all additional selectors after the allow match.
- Reject unknown selectors, invalid value types, empty restrictions, and
non-object scopes.
- Preserve null and empty-object scope compatibility.
- Add sixteen regressions, including discovery, successful execution,
and revocation through the HTTP gateway.
- Document stored grant scope behavior.

## Verification

- Red baseline: seven restricted-scope cases and three malformed-root
cases fail. HTTP discovery also exposes tools outside the grant.
- All 16 grant regressions and 35 adjacent policy tests pass locally.
The HTTP test excludes an ungranted tool from discovery, returns 403 for
its call, and verifies that no provider call occurs. It also checks
successful execution and later revocation.
- Server typecheck passes. The final ownership and grant patches also
pass 42 combined database and HTTP regressions.
- [Full
CI](https://github.com/paperclipai/paperclip/actions/runs/37011177989)
passes for `803fa9440111742672c94c4471e5b98f15dd3b97`: all 54 checks
succeed; two optional Storybook checks skip. This includes full
typecheck, build, all test shards, all eight E2E shards, runner
verification, and the canary dry run.
- Greptile scores that exact head 5/5. No review threads remain
unresolved.

## Risks

Stored scopes with unknown keys or malformed restrictions now deny
access. Operators must correct those grants before they can authorize
tools. Null and empty-object scopes keep their previous broad behavior.
There are no schema, dependency, or API changes.

## Model Used

OpenAI Codex (GPT-6), with reasoning, repository inspection, code
execution, database regressions, and HTTP tests. This session does not
expose the exact serving model identifier or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 08:21:40 -05:00
cad26c6bfb fix(tool-gateway): bound MCP discovery memory and concurrency (#14864)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents discover governed tools through the MCP gateway.
> - A listing repeated policy and full run-row reads for each catalog
tool.
> - Parallel listings multiplied those allocations during run startup.
> - One 900-tool baseline listing used 11,489 queries and about 1.7 GiB
of extra heap in a fixture.
> - This pull request shares reads within a listing and bounds whole
listings across the process.
> - The benefit is lower discovery memory use while execution still
checks current policy.

## Linked Issues or Issue Description

Refs #13115. Its on-demand target change affects the same listing loop.

**What happened?**

MCP discovery repeated roughly 13 reads per tool. Full run snapshots and
repeated connection configurations caused large allocations. Per-listing
bounds alone did not limit concurrent listings across gateways.

**Expected behavior**

Discovery reads shared inputs once per listing. The process bounds
active and queued listings. Catalog payload size and policy evaluation
still grow with the catalog. Tool execution checks current access rules.

**Steps to reproduce**

Create a company with a remote MCP connection, 900 catalog tools, large
schemas, and a large run snapshot. Send concurrent tools/list requests
using a run-bound gateway token. Run the committed benchmark for a
deterministic reproduction.

**Paperclip version or commit**

Baseline: f2e0f19630. Measured on Node
26.4.0 on macOS.

## What Changed

- Keep Michael Nguyen's per-listing policy cache, scalar policy reads,
16-decision bound, and catalog/connection split under repeatable read.
- Admit two whole listings per process and queue at most 32. Return 503
with tool_discovery_busy when full.
- Propagate disconnects to discovery. Stop scheduling new reads and
drain started reads before freeing the slot.
- Project context IDs in gateway authentication and GitHub runtime
discovery. Avoid loading task descriptions and results.
- Keep discovery audit counts and a SHA-256 digest instead of the full
name list. Retain access and activity audit records.
- Sweep expired named gateway tokens at startup and on the existing
scheduler. Delete at most 500 per pass. Add an idempotent expiry-index
migration. Resolve audit token references atomically so cleanup cannot
break admitted requests.
- Return GET 405 with Allow: POST on stateless MCP gateway and
runtime-tools endpoints. Keep runtime-tools authentication.
- Add red-green regressions, HTTP concurrency and policy-revocation
coverage, and browser approval assertions.
- Commit the benchmark harness, raw results, and resource-bound
documentation.

## Verification

- Baseline listing regressions failed with 722 queries for 50 tools and
6,422 for 500. The connection-row duplication regression also failed.
- Follow-up regressions failed before the fixes for full snapshot reads,
abandoned listings, full name-list audits, and expired tokens.
- Listing and scheduler tests: 14 pass. Existing gateway/policy suites
passed after preserving the cleanup return contract.
- Two HTTP journeys pass: initialize, GET/SSE rejection, 16 concurrent
500-tool listings, provider call, policy revocation, and denied retry.
Token cleanup during provider dispatch also completes successfully and
blocks subsequent requests.
- pnpm test:e2e tests/e2e/mcp-user-stories.spec.ts --grep
'@mcp-runnable': 8 pass. The approval journey clicks Allow once in the
browser. Review screenshots wait for loaded content.
- pnpm -r typecheck: passes. pnpm build: passes.
- The general server group completed with 14,755 passes and 18 failures.
The 17 startup mock failures were fixed; all 21 startup tests pass on
rerun. The one Discord timing failure passed on the unchanged baseline
and on rerun (74 tests). UI and CLI groups pass 7,632 tests. Shared and
skill groups pass 853 tests. The remaining database and adapter groups
pass 3,010 tests with one worker after a macOS shared-memory limit
interrupted a parallel run. All 149 serialized route files pass (2,762
tests).
- At 900 tools, one listing falls from 11,489 to 36 queries and from
about 1.7 GiB to 37 MiB of extra heap. Sixteen concurrent listings used
169–187 MiB of extra heap. Four connections used 39 queries per listing.
- Latest-head verification: 54 successful checks and two expected skips
on 5c0793090c. Fresh Greptile review: 5/5
with no unresolved threads.
- Reproduce with server/scripts/benchmark-tool-gateway-listing.ts. See
doc/mcp-discovery-performance.md and
doc/benchmarks/2026-10-01-mcp-discovery.json.

## Risks

- The process-wide FIFO queue can increase discovery latency. Excess
callers must retry 503 responses.
- Cancellation applies to discovery. Started database reads finish
before their slot is released.
- Audit consumers must use visibleToolCount and visibleToolsHash instead
of visibleTools.
- The expiry index can briefly lock the token table during migration.
Sweeps preserve unexpired and non-expiring tokens.
- Measurements use isolated fixtures and deterministic providers. They
do not establish a production heap limit or affected installation count.
Rate-limit reads remain uncached.

## Model Used

- Original listing optimization: Anthropic Claude Opus 5.5
(claude-opus-5-5), Claude Code, extended thinking and tool use, as
recorded by the original author.
- Follow-up fixes and verification: OpenAI Codex, GPT-6, with shell
execution, file edits, database fixtures, and browser tests. The exact
serving model ID and context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 07:45:27 -05:00
Devin FoleyandPaperclip 4a999089ef Retry transient failures in dashboard reads (#14873)
## Thinking Path

> - Paperclip shows company activity in the dashboard.
> - The dashboard reads company, task, approval, and cost data.
> - A pooled database connection can close during one of these reads.
> - The driver must reject ambiguous statements because writes may have
committed.
> - These four dashboard queries are known to be read-only.
> - This change retries only the failed read and preserves completed
work.

## Linked Issues or Issue Description

Refs #14773, which correctly removed automatic replay of ambiguous
database statements. Searched existing database and dashboard PRs.
Related #8780 changes pool recycling and logging; #13925 adds dashboard
consistency coverage. Neither provides these per-query retries.

**What happened?**

A dashboard request returns a server error when its company lookup, task
count, approval count, or monthly spend query loses its database
connection. Drizzle wraps the driver's connection error in `cause`.

**Expected behavior**

A transient connection failure gets a bounded retry of the specific
read. Completed reads and budget processing are not replayed. Persistent
outages and non-connection errors still fail the request.

**Steps to reproduce**

Inject a typed `CONNECTION_CLOSED` error into one of these reads. Then
allow the next query to succeed. Before this change, the dashboard
request fails immediately.

## What Changed

- Apply independent retries to the company lookup, task counts, pending
approval count, and monthly spend query. Each callback rebuilds its own
query with the same company scope.
- Extract the existing authentication retry helper as
`retryIdempotentDatabaseOperation`. Preserve authentication behavior and
its existing exports.
- Retain the existing limit of three total attempts with 50 ms and 100
ms pauses. Match typed connection codes through the error cause chain.
- Test later-read failures, unchanged query parameters, retry
exhaustion, missing companies, and errors that must not retry. Document
the boundary.

## Verification

- Final focused dashboard, authentication, and real database wire
suites: 38 tests passed. Six initial recovery regressions failed before
the implementation.
- `pnpm -r typecheck`: passed on the final source.
- Independent review: no actionable findings. The reviewer separately
passed all 38 focused tests and checked the code allowlist, attempt
bounds, pauses, and final error identity.
- `pnpm test:run`: the general-server group completed with 14,738 tests
passed, 13 failed, and 87 skipped. All 13 failures match the previously
reproduced clean-base macOS skill-cache failures. The two test files and
their implementations are unchanged from that baseline. The runner
exited after this group, so the remaining local workspace and serialized
groups did not run. All corresponding Linux CI groups passed on this
commit.
- `pnpm build`: passed on the final source.
- Full CI: 53 successful checks and 2 skips on `6a113529c0`. Greptile:
5/5 on that commit, with no review threads or remaining findings.
- Merge compatibility with master `f2e0f19630`, including #14866: no
conflicts. The five reviewed files are unchanged in the resulting merge
tree.

## Risks

A persistent outage adds at most two retries per covered query. Each
connection attempt retains the configured driver timeout. The change
does not repair the underlying network or database failure. Agent
counts, run-activity queries, and the budget workflow stay outside these
retry boundaries. General database statements and disconnected
transactions are not replayed. There is no schema or authorization
change.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
editing, and test execution. The runtime does not expose a more specific
serving model identifier 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 and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (38 focused tests; the full
local run has the baseline limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 19:23:47 -07:00
Devin FoleyandPaperclip f2e0f19630 Defer agent directory cleanup until stop proof is available (#14866)
## Thinking Path

> - Paperclip manages agents and their persistent files.
> - Each run owns a temporary agent directory and a save receipt.
> - Cleanup needs independent proof that the owning process stopped.
> - A cleanup call without that proof currently waits for the directory
lock anyway.
> - A second lock failure can prevent environment release after the run
already reported a failed save.
> - This change skips cleanup that has no authority and retries
unavailable remote copies after exact destruction proof.
> - The save failure stays visible. Existing lock owners remain
protected.

## Linked Issues or Issue Description

Related work: Refs #14787 (lock diagnostics), #14695 (warm instruction
ownership), #9667 (stale lock proposal), and #9872 (control-plane
ownership proposal). I checked open PRs and issues. This change leaves
the shared filesystem lock protocol in place and does not duplicate the
warm-retention work in #14695.

**What happened?**

Heartbeat cleanup records an explicit unavailable instruction-save
warning, then calls directory release before releasing the environment
lease. Release can wait for a lock even though the copy has no
process-stop proof and cannot be removed. That secondary timeout
prevents the following lease-release step. If destruction proof arrives
later, the unavailable copy is excluded from both recovery queries.

**Expected behavior**

Skip a release that cannot remove anything. Preserve the failed-save
receipt and candidate fields. Once exact remote destruction is recorded,
recover remote cleanup without running a provider command. Unavailable
local copies retain their potentially uncollected edits even if local
stop proof arrives later. A blocked cleanup must not prevent cleanup for
other agents.

**Steps to reproduce**

1. Prepare an agent directory, report its save unavailable, and leave
process-stop proof absent.
2. Hold the shared directory lock and call release. Before this change,
release waits and fails although removal is not authorized.
3. Record destruction of the copy's exact remote lease. Before this
change, neither recovery sweep selects the unavailable copy.

**Paperclip version or commit**

Reproduced against `efc2e6810e9bc0dc8cb412b0e7647c0db9821caa`.

**Deployment mode**

Local and remote execution with persistent agent directories. Tests use
an isolated embedded PostgreSQL database and fixture transports.

## What Changed

- Re-read receipts and skip release before lock acquisition when stop
proof is absent, the copy is superseded, or cleanup is complete. Keep
the same checks inside the lock.
- Recover unavailable remote copies only after exact destruction proof.
Preserve their unavailable state, errors, candidate hash, and candidate
bytes. Keep unavailable local copies and their uncollected edits
unchanged.
- Store destruction-only cleanup authority with the stop proof. Later
cleanup honors it after a lost database response or restart, including
when a transport remains cached.
- Defer failed or unproven cleanup with bounded batches and a retry
delay. Keep failed cleanup visible in logs and its receipt.
- Serialize preparation of an existing run with cleanup. Fresh run
preparation keeps its existing admission path.
- Cover held locks, receipt scope, delayed proof, batch fairness, lost
update responses, cached transports, and concurrent same-run preparation
with database regressions.

## Verification

- Focused directory, legacy instruction-copy, shared lock, and bounded
diagnostic suites: 169 tests passed across four files.
- `pnpm -r typecheck`: passed on the final source.
- `pnpm build`: passed on the final source.
- Completed all selected local `pnpm test:run` groups: 733 general
server suites, 149 serialized suites, and 14 workspace projects. There
are 13 known macOS `EACCES` failures in the unchanged runtime skill
cache tests. Their exact signatures match earlier clean-base results,
and the cache source and test blobs match both that base and this PR
base (existing fix: #14290). One CLI import test timed out under
concurrent load; its full file passed separately (17 tests). Broad
coverage began before the review corrections; the final source has the
focused 169-test run, typecheck, and build. This is a local verification
limit, not a passing full local suite.
- `git diff --check` and local Gitleaks plus private-identifier/PII diff
scans passed.
- Independent review of the final source found no remaining actionable
issue. Its 17 targeted tests cover crash recovery, cached transports,
same-run preparation, real local edit preservation, proof scope, and
batch fairness. The main focused run also covers contained scheduling
failures.
- Final commit `35a24085f7`: Greptile 5/5 with no recommendations and
zero unresolved review threads.
- Final commit `35a24085f7`: all 53 checks passed, including Canary Dry
Run and the security scan; two visual checks were intentionally skipped.
The workspace shard passed on retry after GitHub reported that its first
runner lost communication. An earlier Canary runner shut down after the
release dry run passed. Neither interruption recorded an application
assertion failure; the exact final-head checks are now green.

## Risks

- This repairs cleanup ordering and recovery eligibility. It does not
repair an ambiguous legacy lock owner or restore unsaved files. Actual
collection still fails visibly when its lock cannot be acquired.
- An unavailable remote copy is recovered only after exact destruction
proof. A stopped but retained environment stays protected; recovery does
not execute a command that could restart it.
- Unavailable local copies with later stop proof still retain
potentially uncollected edits. A general local recollection or
reclamation policy remains outside this change.
- Existing-run preparation now waits for the same lock as cleanup. The
fresh-run path is unchanged.
- The cleanup mode is stored in the existing private receipt JSON. No
schema migration or public API change is required.
- No deployment, task replay, or runtime lock deletion was performed.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, and test
execution. The runtime does not expose a more specific model suffix 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
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 14:28:47 -07:00
DottaandPaperclip 4039d4f06b fix(auth): allow scoped low-trust work and owner-chat instruction edits (#14870)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents must work within their assigned scope.
> - Task creation currently rejects these agents before checking
assignment permission or scope.
> - Persistent instruction saves also reject direct requests from
authorized chat owners.
> - This PR checks the requested action and its recorded authority
instead of denying all such work.
> - Agents can organize permitted work and follow their owner's
instruction-edit requests while outside work stays restricted.

## Linked Issues or Issue Description

**What happened?**

Low-trust agents cannot create self-assigned tasks or subtasks, even
within their allowed scope. An authorized user also cannot ask an agent
in their own Agent Chat to update its managed `AGENTS.md`. Agent-folder
collection can hide the permission rejection behind a generic save
failure.

**Expected behavior**

Allow task creation when assignment permissions and project or root-task
scope permit it. Allow instruction self-edits during authenticated
owner-chat execution, subject to the user's current edit permission.
Outside tasks, subtasks, connector messages, and peer agents do not
inherit that instruction authority. Explain the actual denial when a
save fails.

**Steps to reproduce**

1. Configure an active agent with `low_trust_review` and a project or
root-task boundary.
2. Ask it to create an in-scope task assigned to itself, or a subtask of
its own task.
3. As a user with permission to configure that agent, ask it in your
Agent Chat to update its managed `AGENTS.md`.
4. Observe blanket permission denials rather than action-specific
checks.

**Paperclip version or commit**

Rebased onto master at `8ec4b84e1`. This is a core authorization change,
independent of adapter choice.

**Deployment mode**

Authenticated server. Regression coverage uses the server services, HTTP
routes, native tool authority, and embedded PostgreSQL.

Related work: #14775 adds human-directed task execution. #13599 concerns
instruction-path configuration; this PR leaves that configuration
restricted. #11988 proposes separate active-review instruction
protection. #10693 reports unclear authorization denials on a different
API surface.

## What Changed

- Apply task-assignment checks to both HTTP creation routes and native
task creation, including unassigned work. Preserve low-trust policy and
source attribution on the created task and its initial plan.
- Allow self-assigned decomposition within the permitted project or
root-task tree. Resolve workspace-derived project scope before
authorization, and reauthorize existing tasks before duplicate detection
returns them. Keep cross-project and peer-assignment checks.
- Derive instruction self-edit authority from the accepted run identity
and authenticated owner-message wake. Recheck current permissions at
save time. Bind retries to the same request and chat session.
- Reject inherited instruction authority from outside tasks, subtasks,
plugins, connectors, stale sessions, cancelled runs, and peer edits.
- Surface permission errors in instruction and agent-folder save
receipts. Tell chat agents to explain the rejected action and the
specific restriction.
- Update the low-trust policy and implementation documentation.

## Verification

- All 297 tests in 11 focused server suites pass after the rebase. These
cover owner-chat saves, private copies, warm agent directories, reset
and retry boundaries, permission revocation, task creation routes, and
native tool authority.
- After review fixes, all 126 tests in the four affected
authorization/chat suites pass. Workspace scope regressions and 146
existing creation/ownership/workspace-route tests also pass.
- The final duplicate-task and CI fixes pass all 39 tests across
chat-project tools, duplicate creation, environment-selection guards,
and assignee-invokability routes. The duplicate-task test reproduced an
unauthorized response before the fix and verifies denial plus permitted
reuse afterward.
- `pnpm --filter @paperclipai/server typecheck` passes after rebasing;
`pnpm --filter @paperclipai/server exec tsc --noEmit` also passes after
the review fixes.
- `git diff --check origin/master...HEAD` passes.
- Final head `7e73270b86748792649e4ae6fbc6879f73b42b73`: all 54 checks
passed, with two expected skips and no pending or failed checks. This
includes builds, typechecking, the full test matrix, end-to-end tests,
runner verification, the canary dry run, and security scans.
- Greptile is 5/5 on that exact head, with no unresolved review threads.
This change has not been deployed to staging.

## Risks

This changes authorization behavior. The instruction exception must not
become an inherited task permission. The check uses server-owned
execution records, requires the agent's own chat and instructions, and
keeps normal protected-change and responsible-user checks. Saves fail
closed when current provenance or permission is missing. Owner chat
grants a turn-scoped capability; the server does not classify the
message intent or require approval of the exact new file bytes. Prompt
injection within an authorized owner-chat turn remains a model-level
risk. This is the requested owner-chat trust boundary, without a new
per-edit confirmation flow. No database migration or broad trust-preset
change is required.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, shell tools,
and test execution. The exact runtime model ID and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 15:42:40 -05:00
DottaandPaperclip 8ec4b84e1c fix(chat): resume messages after failed runs without duplicate delivery (#14857)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A user can send a new message after a native run fails.
> - The server checks that the old execution has stopped before it
starts a fresh turn.
> - A failed run can retain a result accepted before checkpoint or
cleanup failed.
> - The continuation gate treated that saved result as active recovery
and held the new message forever.
> - This pull request removes that false liveness signal while retaining
controller, process, environment, and authorization checks.
> - Live staging then exposed a second defect: chat admission created a
successor without consuming the original deferred receipt, so completion
delivered the message again.
> - Consume that exact receipt atomically with admission, while
preserving separate turns for later chat messages.

## Linked Issues or Issue Description

**What happened?**

A new user message stayed in the queue with `controller_settling` after
the previous run had reached `terminal_failure`. The old coordinator had
no lease owner but still had a `resultId`. Its remote environment had a
verified stop receipt.

**Expected behavior**

Start one fresh turn after execution has stopped and normal admission
checks pass. Preserve the failed run and its accepted result as history.

**Steps to reproduce**

1. Accept a native result, then fail checkpoint or cleanup and exhaust
recovery.
2. Retain the result ID on the terminal failure record and stop the
execution environment.
3. Send a new user message. Before this fix, it waits forever for the
finished controller.

**Paperclip version or commit**

Reproduced in a database-backed regression test on `26900655b`.

**Deployment mode**

Server with a native runner and remote sandbox. Local process stop
checks also apply.

Related: https://github.com/paperclipai/paperclip/pull/14775. Searched
existing PRs for retained-result continuation fixes; no duplicate found.

## What Changed

- Remove the retained-result veto for terminal failures.
- Keep controller ownership, successor, process, environment cleanup,
pending decision, and ordinary admission checks.
- Add regressions for retained results, active execution, missing stop
evidence, and delayed remote cleanup.
- Atomically consume the resumed receipt in agent chat, even though chat
does not coalesce other queued messages.
- Reproduce completion-time duplicate promotion, race cleanup against
periodic recovery, and prove a subsequent chat message keeps its own
turn.
- Document that a saved result does not make a terminal failure active.
- Keep exhausted workspace export on its separate repair path, tested
through the production finalizer.

## Verification

- Red: retained-result admission failed with `controller_settling`
before the original fix. The new chat-specific regression then
reproduced duplicate promotion when the first reply finished.
- Green: 406 tests across native continuation, workspace-export
recovery, and the wake-queue module passed on `cbc531cc0`.
- The chat regressions exercise real Postgres transactions, simultaneous
recovery callbacks, successful completion, the production queue-drain
use case, and repeated drain attempts. A distinct follow-up remains a
separate turn.
- `pnpm -r typecheck` and `pnpm build` passed on `cbc531cc0`.
- The earlier full local test run encountered a timeout and follow-on
failure in unchanged AI connection-adoption tests; all 50 tests passed
on isolated rerun. That local run was stopped after the full CI test
matrix passed on the earlier head.
- All 54 CI checks passed on `cbc531cc0` (2 skipped), including the full
test matrix and browser shards. One unchanged interaction-route test
returned HTTP 500 on its first CI attempt; its full 84-test file passed
locally, and the failed shard passed on one targeted rerun.
- Greptile reviewed `cbc531cc0`: 5/5, no unresolved findings.
- Live staging first verified that the original saved message resumes
and receives a successful response; that test exposed the duplicate now
covered above.
- Deployed exact commit `cbc531cc0410e1ef6e8811c6c5c014c3528351ed` to
the affected staging workspace; deployment verification, health,
authentication, and startup recovery passed.
- Submitted a fresh message through the browser. The agent replied in 39
seconds; server records show exactly one successful run, native phase
`committed`, no error, and an empty queue. A later check more than a
minute after completion found no duplicate run.

## Risks

The change affects admission after native execution failure and
consumption of a resumed deferred receipt. A fresh turn must never
overlap the prior execution, and consuming one chat receipt must not
absorb later messages. Tests retain the controller, process, and
remote-stop guards. This change does not migrate data, apply an old
result, or reset the old retry budget.

## Model Used

OpenAI Codex (GPT-6). The exact runtime model identifier and context
window are not exposed in this session. Used reasoning, repository
inspection, code execution, database-backed tests, and browser
inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 14:43:02 -05:00
Devin FoleyandPaperclip dd9983b894 fix(adapter-utils): release restore locks when a process crashes (#14869)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs restore workspace files and collect instruction-file
changes.
> - Writers to the same target directory must wait for each other.
> - The current lock records a PID, which a new process can reuse after
a crash.
> - A reused PID can keep an orphaned lock alive and make each later run
fail.
> - This pull request makes a SQLite file lock decide ownership. The OS
releases it when the process exits.
> - Later runs can proceed after a crash, and concurrent live writers
remain protected.

## Linked Issues or Issue Description

Refs #10914. This addresses crash recovery. It does not cancel a stalled
operation in a process that is still alive.

Related work: #9667, #14787, and #12187. The earlier attempt in #9667
assumes one live server per lock root. This implementation uses an
OS-backed lock to support concurrent writers without treating a
different process token or an old timestamp as proof of a dead owner. It
retains the private lock root and bounded timeout diagnostics from the
merged changes.

After a process dies while holding a restore lock, a replacement process
can reuse its PID. The existing `process.kill(pid, 0)` check then
reports a live owner forever. Later runs can complete their model turn
but fail during file collection or restore.

## What Changed

- Hold a SQLite `BEGIN IMMEDIATE` transaction for each directory write.
Use the existing built-in `node:sqlite` dependency.
- Keep each lock database on a stable inode. Keep PID and time metadata
only for diagnostics.
- Retain the 30-second asynchronous wait and existing timeout error code
and diagnostic fields.
- Fail closed when an old directory lock exists. Document a
stopped-writer upgrade and rollback procedure.
- Add real child-process tests for crashes, PID reuse, live owners, and
connection cleanup. Cover callback failures, independent targets, stable
inodes, invalid lock files, and ambiguous legacy records.

## Verification

- Before the fix, the crash/PID-reuse test and the live-owner test both
failed. Both pass with this change.
- `pnpm exec vitest run
packages/adapter-utils/src/directory-merge-lock.test.ts
packages/adapter-utils/src/workspace-restore-merge.test.ts`: 56 tests
passed.
- Restore and agent-file working-copy integration tests: 118 tests
passed before the additional connection-cleanup test.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- Full GitHub CI: all checks passed, including Linux workspace tests,
server test shards, build, typecheck, and browser tests.
- Greptile: 5/5, with no review threads or unresolved comments.
- `pnpm test:run`: started locally, then stopped with SIGINT (exit 130)
after full CI passed. The local serial run did not complete and is not
counted as a full local pass. The completed CI shards provide the
full-suite result.

## Risks

- **Upgrade and rollback require a drain.** Stop every old writer that
shares an instance root before switching protocols. Old and new versions
must not write concurrently.
- Existing legacy `.lock/` directories remain blocking. After all
writers stop, preserve run evidence and move those directories to an
operator scratch directory. The new code does not infer that they are
abandoned from PID or age.
- Never delete or replace a `.lock.sqlite` file while writers can run.
These small files remain after release.
- The shared filesystem must support reliable SQLite locking. Broken
network-filesystem locking is unsupported.
- This change prevents new orphaned ownership. It does not recover file
changes lost during earlier failed collections, or interrupt a live
operation that stalls.
- No application database migration or new native dependency is
required. See `doc/workspace-restore-locks.md` for the procedure.

## Model Used

OpenAI Codex based on GPT-6, with code execution and repository tools.
The exact model variant and context window are not exposed in this
session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 12:14:48 -07:00
DottaandPaperclip efc2e6810e fix: show each task once in dashboard agent cards (#14847)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - The dashboard shows recent agent activity in compact cards.
> - Those cards use run records, so two runs for one task can create
duplicate task cards.
> - An operator needs to see each task once when scanning the dashboard.
> - This pull request selects one run per linked task before it applies
the card limit.
> - The live runs page still shows each run for run inspection.

## Linked Issues or Issue Description

**What happened?**

The dashboard showed the same task in two agent cards when that task had
both an active run and a completed run.

**Expected behavior**

The dashboard should show a linked task at most once. It should keep the
active run card when one is present.

**Steps to reproduce**

1. Start an agent run for a task that already has a completed run.
2. Open the company dashboard.
3. Observe two cards linked to the same task.

**Paperclip version or commit**

Reproduced on the pre-change master at `8b4aa0692`.

**Deployment mode**

Local dev, built from source. The bug is in the core dashboard UI and
does not depend on an agent adapter or database mode.

## What Changed

- Select distinct linked tasks from capped active and recent run samples
before applying the dashboard card limit.
- Keep separate cards for runs without a linked task.
- Preserve the dashboard's count of additional distinct cards behind the
live-runs link.
- Add UI and embedded Postgres regression tests for duplicate runs and
document the dashboard rule.
- Give the existing multi-request cross-tenant authorization test enough
time on loaded CI runners.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/ActiveAgentsPanel.test.tsx`
- `pnpm --filter @paperclipai/ui exec vitest run
src/api/heartbeats.test.ts`
- `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts
server/src/__tests__/agent-live-run-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm check:token-gates`
- Review the dashboard with an active and a completed run on the same
task. Confirm that it shows one card. Open Live agent runs to inspect
both run records.

## Risks

- A very high volume of recent runs for one task can fill the capped
sample and leave older tasks off the dashboard. The Live runs page
remains available for full run inspection.
- The dashboard may fetch up to 50 distinct run representatives to
preserve its overflow count. The default run API response and persisted
data are unchanged.

> 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-6. The runtime does not expose the exact model ID or
context window size to this task. The model used reasoning, tool calls,
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>
2026-10-01 12:18:35 -05:00
Devin FoleyandPaperclip 6f2ce27ca7 fix(workspaces): prepare checkouts without a local seed config (#14810)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task preparation can create an isolated Git worktree and run its
setup script.
> - The Paperclip repository setup script also prepares a seeded
development instance.
> - A server configured through environment variables can have no local
seed config.
> - This stops ordinary task preparation before the agent starts.
> - This pull request prepares checkout dependencies when no seed source
exists, while preserving errors for invalid sources and existing
development instances.
> - Tasks can start without creating or claiming a seeded development
runtime.

## Linked Issues or Issue Description

**What happened?**

A task with the Paperclip repository fails during setup when the host
has no repository-local or default instance config. The automatic
worktree provisioner requires a seed source even when the task only
needs the checkout.

**Expected behavior**

A plain checkout should prepare its dependencies without a local
development database. A missing custom source, invalid source path, or
existing development instance with a missing source should still fail.
Starting a seeded runtime must still require a valid source.

**Steps to reproduce**

1. Run an environment-configured Paperclip server without a local
instance config.
2. Add the Paperclip repository to a project.
3. Start a task that uses an isolated Git worktree without a custom
provision command.
4. Observe the setup error before agent execution.

**Paperclip version or commit**

Reproduced against `0d3e7bf6ac` with a real script subprocess and
workspace realization regression.

**Deployment mode**

Environment-configured server with external PostgreSQL.

**Additional context**

Searched open and closed GitHub PRs and issues. Related work: Refs
#14795 (seed-source diagnostics) and Refs #11733 (source validation).
This change keeps source validation and seed-readiness checks in place.

## What Changed

- Permit dependency setup when the default seed config is absent
(including the Docker image config path) and the worktree has no
development-instance state.
- Keep missing custom configs, invalid paths, and lost sources for
existing instances as errors.
- Create no config, environment file, or seed manifest for a plain
checkout.
- Keep dependency install failures visible and allow normal instance
setup once a source becomes available.
- Cover the setup script, seed-runtime refusal, and automatic server
worktree realization.
- Document the difference between checkout preparation and
seeded-runtime readiness.

## Verification

- Regression tests failed before the fix for absent-source checkout
preparation and dependency setup.
- `bash -n scripts/provision-worktree.sh`
- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 34 passed; 1 existing flock-dependent test skipped on macOS.
- Server regression — 2 passed, covering an unset config and the Docker
image default path.
- `pnpm build` — passed.
- `pnpm -r typecheck` — passed.
- All CI checks passed, including the full test shards, build,
typecheck, browser tests, and canary dry run.
- The first local `pnpm test:run` encountered two chat-test failures
because skill discovery selected an unrelated parent directory. Both
tests pass at the PR commit in a clean temporary checkout. The full
local run was not completed; the redundant clean run was stopped after
the complete CI suite passed.
- `git diff --check` and added-line secrets/PII scan passed.
- Greptile: 5/5, no comments. The branch has no merge conflicts.
- No live tenant deployment or task retry was performed.

## Risks

- A new checkout with no implicit seed config now completes dependency
setup. It has no seeded development instance. A runtime request still
fails until a valid source exists.
- Existing instances and custom source paths retain their failure
behavior. The script does not synthesize a source from environment
credentials or copy a live database.
- No schema, API, or task-setting changes. Revert the commit to restore
the previous setup behavior.

## Model Used

OpenAI Codex (GPT-6), with tool-assisted analysis, code edits, and local
tests. The runtime did not expose a verified model variant or
context-window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 10:00:25 -07:00
DottaandPaperclip 6d654f63d1 feat(apps): make MCP action test results readable (#14859)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected Apps let an operator control which MCP actions an agent
can use.
> - The Permissions page lets the operator run a real action as an
agent.
> - The Test dialog displayed the nested MCP response as escaped JSON.
> - A useful result was hard to read, even when the action worked.
> - This pull request renders known MCP content as a readable preview
and keeps the raw response available.
> - The benefit is faster validation without losing the data needed to
diagnose a failure.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The per-action Test dialog on a connection's Permissions page.

**Subsystem affected**

ui/ — React board UI.

**Current behavior**

The dialog shows the gateway response as an escaped JSON blob. Text
content that contains JSON stays inside a string. The obsolete
connection Test page also keeps a separate set of stories.

**Proposed behavior**

The dialog uses structured MCP content when present. It parses JSON text
blocks when possible. It shows compact tables, cards, fields, or plain
text. It keeps the full raw response behind a control and opens that
view for errors or unknown block shapes. Stories exercise the
Permissions page dialog, and the obsolete Test page and stories are
removed.

**Reason and benefit**

An operator can inspect a successful action result at a glance and still
inspect the exact gateway response when a call fails or looks wrong.

**Breaking changes**

No API or stored data changes. The Test dialog presentation changes. The
raw response stays available.

**Additional context**

I tested a read-only Notion search through the real Permissions page.
The dialog showed three result cards and the raw response control
worked. Storybook uses invented example data.

No directly matching public issue or open PR was found in the GitHub
search.

## What Changed

- Render structured MCP output and JSON text content in the action Test
dialog.
- Show wide rows as cards, keep short rows as tables, and retain the raw
response for diagnosis.
- Remove the obsolete connection Test page and its stories.
- Add focused dialog tests and Permissions page Storybook cases for
success, errors, mixed blocks, and malformed blocks.
- Document the Test dialog result behavior in the connection playbook.
- Keep agent mention icons visible when the Lucide icon node is
unavailable in server rendering, which repaired a repeatable CI failure.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm exec vitest run --project @paperclipai/ui` — passed (7,111
tests).
- `pnpm exec vitest run
ui/src/pages/apps/app-detail/ActionTestDialog.test.tsx` — passed (11
tests).
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/components/MarkdownBody.test.tsx` — passed (53 tests).
- `pnpm test:run` — started, then stopped after the review fixes changed
the head; the full sharded suite passed in CI.
- `pnpm build` — passed.
- `pnpm check:token-gates` — passed.
- Use a connected MCP app. Open Permissions, select a read action, and
run Test. Inspect the preview and the raw response control.

## Risks

- MCP tools can return provider-specific block shapes. Unknown blocks
open the raw response so the operator can inspect the exact result.
- Row and field previews limit visible data. The raw response preserves
the complete result.

> This is a targeted improvement to the existing Connected Apps item in
`ROADMAP.md`.

## Model Used

OpenAI Codex, GPT-6. The session used tool access, code execution, and
browser validation. The exact deployment ID and context window were not
exposed to the session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 11:52:26 -05:00
DottaandPaperclip 527e146980 feat(ui): share animated agent setup prompts (#14862)
Use the shared animated prompt-copy control across setup, invitations, webhooks, and task handoffs. Preserve first-click copying, clipboard recovery, and logo continuity. Add Storybook coverage and restore mention icon masks for the current Lucide data shape.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-01 11:46:14 -05:00
DottaandPaperclip 6395cae072 fix(runner): ship provider pack in the standard Docker image (#14854)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Remote OpenCode and ACPX runs need a provider pack from the
application build.
> - Cloud now builds its application image from the standard production
image.
> - The provider pack was added only to the legacy cloud image target.
> - The standard image therefore cannot supply the pack to downstream
Cloud images.
> - This pull request adds the pack to the production image and lets the
cloud target inherit it.
> - Remote runs can then use the pack that matches the application
source commit.

## Linked Issues or Issue Description

Refs #13827. Refs #14024.

The standard production image does not include the remote provider pack.
Downstream Cloud images inherit that omission. Remote OpenCode and ACPX
runs fail with `runner_remote_provider_artifact_incompatible` and ask
for `PAPERCLIP_RUNNER_REMOTE_PROVIDER_PACK_PATH`.

## What Changed

- Build and copy the provider pack into the standard production image.
- Set the pack path and check that an unprivileged user can read its
artifacts and execute Node.
- Let the legacy cloud target inherit the pack from production.
- Add regression checks for production packaging and cloud inheritance.
- Document stamped image behavior and the default pack path.

## Verification

- The 12 focused Docker stamp and provider-pack reuse tests pass on
commit `4a11f8d52aead55f85527c8e82c6d7f2644ce0da`.
- The new packaging regression failed against the old Dockerfile and
passed with the fix.
- On the current commit, `pnpm build` and `pnpm -r typecheck` pass. All
seven standard-image contract tests also pass.
- The current-head CI build, typecheck, test, browser, and native Runner
checks passed. The local full suite hit one chat-channel assertion
failure; that exact test passed in isolation. The remaining local run
was stopped after CI completed to avoid duplicating its full suite. An
earlier run on the pre-rebase base had a heartbeat comment batching
timeout; the external chat wait integration suite passed all 142 tests
in isolation.
- [The stamped preview image build
passed](https://github.com/paperclipai/paperclip/actions/runs/36885002850/job/110446106393),
including the production-stage provider pack build, copy, and
unprivileged artifact readability/executable check. Publication,
compatibility validation, and deployment of this exact commit to a
staging QA instance passed.
- Reproduced the exact missing-pack error on an existing staging image
with Paperclip Runner, ACPX, and Claude in a remote Daytona computer.
The legacy Claude adapter succeeds with the same account and computer.
After deploying this commit, the same native task succeeded: it computed
`5050` with a real remote shell command, wrote a proof file, read it
back in a separate call, uploaded the file as a deliverable, and
completed the task. The uploaded file contents and Done state persisted
after a page reload. The run trace confirms Paperclip Runner, ACPX, and
Claude. The first run took 2m 59s, including approximately 97s of remote
artifact preparation. A second native run read the unchanged file from
the prior run and completed successfully. Its startup took about 120s;
this verifies repeated execution and file persistence, not fast
provider-pack reuse.

## Risks

- Stamped standard images now include the provider pack and its build
cost. A pack build failure now fails the production image build.
- Unstamped local builds still skip pack generation. Setting the path
alone does not create a pack.
- No database, provider authentication, or runner verification rules
change.

## Model Used

OpenAI Codex, GPT-6. The exact serving model identifier and context
window are not exposed in this session. Capabilities used: repository
inspection, code editing, shell verification, and browser testing.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 11:07:50 -05:00
DottaandPaperclip 33a00d2f1e fix(ui): reopen last visited agent chat (#14848)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Agent Chat keeps one conversation for each agent and board user.
> - The Chat sidebar entry opens the agent chooser each time.
> - A user must then find and reopen the chat they just used.
> - The browser already records recent agent chat visits by company and
user.
> - This pull request uses that record to reopen the last available
chat.
> - The chooser still serves users who have no available saved chat.

## Linked Issues or Issue Description

Related: #14706 added the secondary Agent Chat navigation.

**What happened?**

The Chat sidebar entry opened the agent chooser, even after a user
opened an agent chat.

**Expected behavior**

The Chat entry should reopen the last agent chat visited by the current
user in the current company.

**Steps to reproduce**

1. Enable Agent Chat and open a chat with an agent.
2. Open another page.
3. Select Chat in the sidebar.
4. Observe the agent chooser instead of the chat.

**Paperclip version or commit**

Reproduced on master at `0829d94af`.

**Deployment mode**

Local development, browser UI. The change also uses the same browser
storage path in authenticated mode.

## What Changed

- Use the existing recent chat record when the Chat landing route opens.
- Check saved agents against the current roster and chat history before
redirecting.
- Keep the chooser when no saved chat is available, and show a retry
state for load errors.
- Add route tests and update the Agent Chat implementation spec.

## Verification

- `pnpm exec vitest run ui/src/pages/AgentChats.test.tsx
ui/src/lib/recent-agent-chats.test.ts` — 16 tests passed.
- `pnpm check:token-gates` — passed.
- `pnpm exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/agent-chat-sessions.spec.ts --grep 'secondary chat navigation
preserves layout'` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed on the final
commit.
- `pnpm -r typecheck` and `pnpm build` — passed earlier in this branch;
latest-head CI completed all 47 jobs successfully.
- `pnpm test:run` reported an unrelated native runtime test failure
before it was stopped. That test and an unrelated external object
refresh test passed in isolation. CI runs the same suites on the PR.
- To check in the UI: open an agent chat, leave it, and select Chat. The
same chat should open. Clear the recent chat record or use another
company to see the chooser.

## Risks

- The recent order is stored in the browser. Clearing browser storage
returns the user to the chooser.
- An existing chat ID is stored with its visit. If the chat is removed,
the landing route skips that visit when history loads. Cross-tab storage
removal clears the identity; failed writes retain an in-tab fallback.
- The landing route waits for the agent roster and validates saved issue
IDs against chat history when available. If history fails, an active
agent chat can still open; roster or session failures show a retry
action.
- No database or API contract changes are required.

> 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-6 family. The runtime did not expose an exact API
model ID or context window. It used reasoning, repository tools, shell
commands, 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>
2026-10-01 11:01:45 -05:00
DottaandPaperclip 4ac374103f fix(connections): repair Asana MCP and add shared-app sign-in (#14756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections let agents use provider tools through the permission
gateway.
> - Asana provides an official remote MCP server, but its v2 server
requires a registered MCP OAuth app.
> - Setup can discover retired v1 endpoints and send a callback that
differs from the displayed URL.
> - This pull request repairs custom app setup and adds sign-in through
Paperclip's shared app.
> - Users can choose their own app without enrolling with Paperclip
Cloud.
> - Agents can use Asana tools after the user connects their account and
sets action permissions.

## Linked Issues or Issue Description

Related: #14739 supplies the personal credential repair used by resumed
Asana setup. No duplicate Asana authentication PR was found.

**What happened?**

Asana setup failed even with a user-created app. Root discovery metadata
still points at v1. MCP v2 uses the Asana OAuth issuer and requires an
MCP app with a client secret. Local setup also displayed a localhost
callback while an Origin header could make authorization use a numeric
loopback callback.

**Expected behavior**

Sign in with Paperclip's app when its broker profile is available. Keep
custom MCP app setup available without Cloud enrollment. Use the correct
issuer, callback, client credentials, and resource throughout setup.

**Steps to reproduce**

1. Open Asana in the connection catalog.
2. Supply an Asana MCP app's client ID and secret.
3. Start OAuth on a local instance opened with a numeric loopback
address, or resume a draft that cached v1 metadata.
4. Observe the wrong discovery endpoint or callback mismatch.

**Paperclip version or commit**

Reproduced from b54b2dc35c. Rebased onto
master at `0829d94af` after the single-screen setup change in #14811.

**Deployment mode**

Local development from source. The managed path also supports enrolled
self-hosted instances.

## What Changed

- Add the `asana.mcp` managed profile and the default Sign in with Asana
method.
- Use Asana's reviewed v2 protected-resource metadata before cached
endpoints.
- Require a custom MCP app's client secret and retain saved credentials
during setup or reconnect. Repair only the known Asana v1
issuer/resource binding, retaining company and callback checks.
- Expose a boolean for the acting user's saved client secret. The form
offers secret reuse only when that user has an active grant with the
required reference.
- Let users select their own app from the enrollment and
shared-app-unavailable screens, or from Advanced on the single-screen
setup page.
- Canonicalize HTTP loopback callbacks even when the request includes an
Origin header.
- Extend signed broker claims and provider URL validation for Asana.
Require refresh credentials on managed authorization.
- Document setup, distribution, and shared-app rollout requirements.
- Resolve permission-profile name collisions when finishing another
account. The live staging test found this after renaming the first Asana
connection; OAuth succeeded but profile finalization failed.

## Verification

- Final live staging proof used app commit
`c6053157c4e42ac017727117b754ae77fa5c45fa` and the real Cloud broker at
`767b63835170f664542afd0df99a76615e204b62`. In the embedded browser,
default shared sign-in required no client credentials, returned through
the central Cloud callback to the tenant, and discovered 39 actions. Get
me succeeded through the gateway as the selected QA agent (2.1 seconds).
The custom-app connection also returned a real result on this final
build (0.9 seconds).
- Retried the shared draft that failed during the first staging test. It
completed after the profile-name fix, retained the selected agent, and
kept the existing custom connection intact. Two database regressions
reproduced the collision before the fix and passed afterward. The
updated transaction rollback test also passes.
- Shared reconnect returned to the same staging connection with 39
actions. Earlier staging checks verified the custom-app fallback when
the shared profile was unavailable, saved-secret reuse on reconnect, and
Off blocking the action test. Allowed was restored after that check.
- Local live-provider checks also repaired a saved Asana v1
issuer/resource binding without reentering the secret and verified that
numeric-loopback setup uses the displayed localhost callback. Expiring
the local managed access-token timestamp triggered a real Asana refresh
and a successful Get me call. These early local broker tests used
enrollment/authentication and storage fixtures; the final staging proof
used deployed Cloud identity and persistent storage.
- The new production app is registered and configured, but production
sign-in has not been deployed or verified. Live provider revocation was
not run because the existing staging test app is shared with other
connections.

- After rebasing onto the single-screen setup flow, full `pnpm -r
typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. Focused
verification passes 365 service and 36 broker-client tests. Broader
checks pass all 833 shared-package tests and all 530 connector-page
tests. The shared suite uses `TMPDIR=/private/tmp` to avoid macOS
temporary-directory symlinks in its canonical-path tests. The UI tests
verify the shared-app default and switching to a custom app with its
required client secret.
- Embedded-browser smoke on the current rebased build verified the
shared sign-in default, Advanced → custom app (client ID and secret
required), and switching back to Paperclip. Both existing Asana
connections remained connected after restart. No new provider
authorization was performed during this smoke.
- The full local `pnpm test:run` was interrupted when the execution
session restarted. Before interruption, it reported one runtime-slot
restart test failure. That test passed on an isolated retry after
clearing two unused PostgreSQL shared-memory segments. The full local
suite did not complete; CI must pass on the current head before merge.
- All 52 CI and security checks pass on
`9318fd4e9b616cdc3de12f40cdb9bd32d865af4c` (CI run `36882064080`),
including all eight browser shards, nine serialized-server shards,
build, typecheck, and canary dry run. Two optional Storybook checks were
skipped. Greptile review 4 reports 5/5 on this exact commit, with all
review threads resolved. Its updated summary identifies the current SHA;
this comment-triggered review did not publish a separate GitHub check
run.
- Provider revocation is unit-tested in the companion broker. Live
provider revocation was not run because the existing test app is shared
with other connections.

## Risks

- The shared Paperclip Asana MCP app has been registered with its
production callback and Any workspace distribution. Its secret is
provisioned in the production secret store, and the runtime client ID
and secret reference are configured. The production profile is enabled
in the saved deployment configuration. The companion broker has merged
and passed staging deployment; production sign-in still requires a
production deployment and live verification. Custom setup remains
available.
- Asana MCP uses the provider's fixed `default` grant. Paperclip action
policies limit agent tool use; they do not narrow provider consent.
- The callback correction affects HTTP loopback OAuth flows. Public
HTTPS callbacks retain their existing behavior.
- Reviewed discovery URLs now override stale cached endpoints. Tests
cover the Asana v1-to-v2 repair.
- No schema migration. Connection removal retains the existing
local-only revocation behavior.

## Model Used

OpenAI GPT-6 through Codex, with code execution, browser testing, and
GitHub tooling. The exact model variant and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 10:24:44 -05:00
DottaandPaperclip 0829d94af2 fix(auth): derive low-trust human direction from existing execution records (#14775)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust review contains work that may include hostile input.
> - Its default intake boundary currently blocks direct human chat and
tasks outside that boundary.
> - Human direction should authorize the assigned work while preserving
containment.
> - Existing conversations and execution requests already identify
direct human instructions.
> - This pull request derives exact-task authority from those records
and the current assignee.
> - The agent can perform that work without gaining access to unrelated
tasks or privileged tools.

## Linked Issues or Issue Description

**What happened?**

A low-trust agent with a project boundary rejects its owner's direct
Agent Chat before provider execution. Human-assigned tasks outside that
project fail the same check.

**Expected behavior**

An authorized human can talk to the agent or assign it a task. The exact
task runs with its existing sandbox, credential, and tool restrictions.

**Steps to reproduce**

1. Enable Agent Chat and isolated workspaces. Configure a sandbox agent
with low-trust review scoped to an intake project.
2. Send the agent a direct board chat message, or assign it a
projectless task.
3. Observe `low_trust_boundary_mismatch` before execution.

Related: #14766 adds private task directories for repo-free low-trust
execution. It is now merged into master and included in the branch base,
so CI and staging verify the combined behavior.

## What Changed

- Derive owner-chat access from existing conversation identity.
- Derive exact-task access from the existing human requester and
server-owned request origin, including coalesced requests. Plugin and
external sender attribution do not authorize work.
- Follow existing `retryOfRunId` database links for automatic
continuations, checking company, agent, and task throughout; cancelled
ancestors cannot grant authority.
- Require a live run and current assignment. Preserve sandbox,
credential, privileged-tool, responsible-user, and quarantined-output
checks.
- Retain board backlog assignments in existing request records without
starting execution. Reassignment cancels old human requests in the
common service transaction, including plugin writes; late settlement
cannot revive them.
- Add real database and HTTP coverage for request provenance, retry
ancestry, cancelled runs, concurrent reassignment, spoofing, and
containment. Document the rule.
- Preserve legacy board assignment requests through their existing
source, reason, and human requester.
- Use the existing wrapped-error helper for concurrent chat-question
idempotency; a deterministic race test reproduces the CI failure before
the fix and passes after it.
- No new schema, migrations, or user-identity fields. Existing requester
columns hold attribution.

## Verification

- Passed the focused database, policy-retention, HTTP, and reassignment
tests locally. The HTTP test creates a task through the real board route
and checks the resulting persisted wakeup before exercising agent reads,
comments, mutations, and review handoff.
- Database tests hold a reassignment transaction open to verify coherent
authorization before and after commit, with a two-connection pool. They
cover retries, coalesced requests, cancelled ancestry, invalid
cross-company/agent/task links, cycles, and forged attribution.
- Full local `pnpm -r typecheck` and `pnpm build` passed on the final
commit (`d107c26df`). [Latest-head
CI](https://github.com/paperclipai/paperclip/actions/runs/36815589542)
passed: 54 successful checks, two expected skips, including all eight
browser-test shards. Greptile is 5/5 on this exact commit with no
unresolved threads. Local tests were targeted; the full test suite ran
through CI’s test matrix.
- The revised HTTP suite passed all 13 tests; database authorization
tests passed all 11, including legacy compatibility and late watchdog
settlement; the backlog route contract passed all 3 tests. Another 102
tests covering durable chat admission, wake queues, and Cursor execution
passed.
- All 90 interaction-service tests passed with both create calls
deliberately held until their optimistic reads complete, forcing
duplicate-key recovery. That forced race failed before switching to the
shared wrapped-error helper.
- Previous staging proof covered owner chat and projectless task
persistence. The simplified revision has not been redeployed; that
earlier proof is not claimed for the new implementation.

## Risks

- This is an authorization change: only the live run's exact task
qualifies, and normal responsible-user restrictions still apply.
- Existing request and retry records are authoritative. Merely naming a
responsible/originating user or an external connector sender does not
qualify.
- Reassignment invalidates existing human request records
transactionally. A cancelled run or request cannot regain authority when
the task is assigned back.
- Ordinary task exceptions require server-owned origin or the legacy
board assignment source/reason/actor combination. Existing owner chats
use conversation identity.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 09:45:18 -05:00
467125fafb feat(connections): one-screen connector setup with stated defaults (#14811)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use Connections (the Apps catalog) to act in services like
Notion, GitHub, Google Workspace and Railway
> - Each connector asked the user to answer setup questions before it
went to the provider. Most of the questions already had the correct
answer selected
> - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing
work. This change continues that work
> - This pull request removes the questions that Paperclip can answer
itself. It states the defaults in one line and moves the choices behind
"Change" and onto the Permissions tab
> - The benefit is that most connectors take one click in Paperclip and
then the provider's own consent screen

## Linked Issues or Issue Description

No public issue exists. This is the description, from the enhancement
template.

**What existing behavior does this improve?**
The setup flow for tool connectors in the Apps catalog.

**Subsystem affected**
Apps and Connections: `ui/src/features/connections`,
`ui/src/pages/apps`, the `packages/shared` app definitions, and the
OAuth routes in `server/src/routes/tool-access.ts`.

**Current behavior**
Every connector opened with an Access step. The step asked who can use
the connection and which agents get it, and both answers were already
selected. 18 connectors also asked "How do you want to connect?" when
Paperclip could rank the methods. The Google apps and Postman also asked
"What should Paperclip be able to do?" before sign-in. The four gateway
connectors (Zapier, Arcade, Composio, Executor) used a separate two-step
wizard. Asana was pinned to a customer-owned OAuth app, so the user had
to register an app in Asana's developer console. The "Set all" control
on the Permissions tab changed only one action. After the user approved
access, Railway's consent page showed "you can close this window" and
did not return to Paperclip.

**Proposed behavior**
One screen per connector, with one primary button. The screen states the
defaults in one sentence, for example "Connects for everyone in your
organization, available to all agents". A "Change" link opens one
Advanced panel. When the provider's metadata allows dynamic client
registration, Paperclip registers a client itself. Connecting lands on
the Permissions tab. On that tab, "Set all" changes every action in the
group.

**Reason and benefit**
The user makes fewer decisions before the connection exists. Most
choices are easier to make after the connection, on the Permissions tab,
where a change has an immediate effect.

**Breaking changes**
None. No schema or API change. Existing connections keep their settings.

## What Changed

- **No Access step.** `ConnectionSetupFlow` no longer has the Access
step. The flow shows the resolved default above the primary button and
on the completion screen. The access controls moved into one Advanced
panel. The panel opens automatically only when a setting in it is
required.
- **A default method for every app.** The flow always picks the ranked
default method. Alternate methods are in the Advanced panel. The Google
and Postman capability choice is not asked before sign-in. The
write-capable method is the default.
- **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade,
Composio, Executor) no longer has its own Access step. Its commit path
and the main commit path use one helper, `askFirstCatalogEntryIdsFor`,
for server-suggested defaults.
- **Dynamic registration from live metadata.**
`canRegisterOAuthClientDynamically` now allows registration when the
provider advertises a registration endpoint, even if the catalog entry
lists only customer-owned clients. The Asana and Linear definitions and
catalog text match live probes. Asana issues clients for loopback
callbacks only, so a hosted deployment still needs an Asana app.
- **Connection setup states.** New
`packages/shared/src/connection-setup-state.ts` sorts each method into
`instant`, `authorize`, `paste` or `register`. The gallery card verb
("Connect" or "Add key") comes from this resolver and the instance's
ownership availability.
- **Generic MCP.** The generic path no longer asks "Does it need a key?"
first. A credential challenge from the server shows the key field.
- **Permissions tab.** Each action row shows its risk level. Each group
has a "Set all" control. The control sends one change for the whole
group. Before, each row's save started from the same render, so the
saves overwrote each other. The Zapier/Arcade/Composio/Executor setup
screen had the same defect.
- **OAuth callback interstitial.** A cross-site browser navigation to
`/api/tools/oauth/callback` gets a small same-origin "Finishing your
connection…" page. That page repeats the request, and the repeat does
the code exchange. Railway's consent page replaces itself after about
two seconds, and the code exchange plus tool discovery takes longer than
that. The interstitial uses only a meta refresh, because the OAuth code
is single-use. Requests without `Sec-Fetch-Site: cross-site` take the
old path.
- **Linear registers through its MCP server.** Linear pins the console
endpoints at `linear.app`. Pinned endpoints now replace discovery only
when the method cannot register, or when the connection has an
operator-entered client. So a Linear connection now finds the
registration endpoint at `mcp.linear.app`.
- **Own-OAuth-app recovery stays on the one-click screen.** When the
method also accepts a customer-owned client, the client fields are in
the Advanced panel. The panel opens after a failed sign-in. "Try again"
resumes the draft with the operator's client.
- **E2E specs** follow the one-screen flow. The Access-step clicks are
removed, the specs open **Change** before they pick agents, and they
expect GitHub's **Add key** verb.
- **Default permissions do not change.** New connections still allow
every action. The user can set actions to Ask first or Off on the
Permissions tab.

## Verification

- `cd ui && npx vitest run src/pages/apps src/features/connections
--no-file-parallelism`
- `cd packages/shared && npx vitest run src/app-definitions.test.ts
src/connection-setup-state.test.ts`
- `cd server && npx vitest run src/__tests__/tool-access-service.test.ts
src/__tests__/remote-mcp-connectors.test.ts`
- `pnpm check:token-gates`
- New tests:
- `PermissionsPanel.group.test.tsx` checks that "Set all" sends one
change for the whole group. It fails on the old code.
  - `action-permissions.test.ts` checks the group update.
  - `connection-setup-state.test.ts` checks the four setup states.
- A server test checks that a cross-site callback gets the interstitial
and does not use the OAuth state, and that the same-origin repeat
completes the connection.
- Manual check on a hosted staging deployment. GitHub, Google Drive,
Composio, Notion, PostHog and Railway each connected from one screen and
returned to the Permissions tab. On Railway, "Set all" changed all 65
write actions, and the change remained after a reload.
- Visual changes: snapshot baselines are intentionally not updated. See
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

- **Fewer confirmation clicks.** Organization-wide access is the
default, and the user does not confirm it on a separate step. This was
already the preselected answer. The flow shows the default before the
user clicks and again after the connection.
- **Google write scope.** Google apps now request the write-capable
scope by default. A narrower scope needs a new sign-in.
- **Dynamic registration from live metadata.** A provider can advertise
registration and then reject a redirect URI. Asana rejects hosted
callbacks, for example. In that case registration fails, and the
customer-owned client path remains available for recovery.
- **Callback interstitial.** The OAuth callback adds one same-origin
step for cross-site browser navigations. Browsers without `Sec-Fetch-*`
headers use the old direct path.
- Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage)
do not 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

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing, browser automation) and
extended thinking. It wrote the code, the tests and this description. A
human product owner directed the work and tested it by hand.

## Checklist

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

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

---------

Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-30 23:13:47 -07:00
Devin FoleyandPaperclip 0dc8d80eea Clarify worktree seed source setup failures (#14795)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed worktrees can prepare an isolated Paperclip development
instance.
> - The built-in provisioner requires a canonical registered seed source
config.
> - A missing source currently has the same message as a rejected
symlink or non-regular file.
> - This pull request separates those messages and names the supported
setup choices.
> - Operators can choose the intended setup without changing the
source-validation guards.

## Linked Issues or Issue Description

**What happened?**

A plain repository checkout can select the control-plane instance as its
seed source. If that instance runs with environment-only configuration,
the source config file can be unavailable. The provisioner stops with a
message that also covers noncanonical files and gives no repair
guidance.

**Expected behavior**

The error should identify the selected source and distinguish an
unavailable prerequisite from a rejected file. It should explain that a
seeded development instance needs a canonical registered source. It
should describe the explicit no-op only for a checkout-only worktree.

**Steps to reproduce**

1. Use a plain base checkout with no repository-local config.
2. Leave the control-plane instance config file absent.
3. Run the built-in worktree provisioner against an isolated checkout.

**Paperclip version or commit**

Base commit `c8f874311c`.

**Deployment mode**

Managed local worktrees, including servers configured only through
environment variables.

Related: #11733 adds deeper source-readiness checks. #11735 changes
runtime and seed lifecycle handling. This change only improves the
existing shell guard's diagnostics.

## What Changed

- Distinguish unavailable source configs from symlinks and non-regular
files.
- Identify whether the selected source belongs to the base workspace or
control-plane instance.
- Explain seeded-instance prerequisites and the explicit checkout-only
setup choice.
- Verify failure still precedes target-state creation and CLI
invocation.
- Document the setup choice and its runtime-readiness limit.

## Verification

- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`:
21 passed; one platform-gated test skipped because macOS lacks `flock`.
- `bash -n scripts/provision-worktree.sh` and `git diff --check`:
passed.
- `pnpm -r typecheck`: passed.
- `pnpm exec vitest run server/src/__tests__/ai-connections.test.ts`: 50
passed after running the installed PostgreSQL package's own symlink
hydration script in this worktree.
- `pnpm test:run`: attempted, then stopped after unrelated database
suites failed at startup. The offline install had omitted PostgreSQL
native library symlinks. The focused database rerun above verifies the
local repair; the complete suite is delegated to CI.
- `pnpm build`: passed.

- [Required PR
CI](https://github.com/paperclipai/paperclip/actions/runs/36797650741)
passed on `0a3ba63e12`: 50 successful checks and two intentional
Storybook skips. Greptile scored that exact commit 5/5; there are zero
unresolved review threads and no merge conflicts.

## Risks

- Diagnostics only. This does not supply a source config or repair an
existing blocked task.
- The failure predicates and exit status stay unchanged. Symlink and
non-regular-file errors do not recommend skipping setup.
- The checkout-only no-op requires an explicit policy choice. It does
not grant runtime or seed readiness.
- No schema, migration, tenant policy, deployment, or Sentry reporting
change.

## Model Used

OpenAI GPT-6-based Codex, with reasoning, shell tools, and code
execution. The exact serving model ID and context-window size are not
exposed by this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 18:35:33 -07:00
Devin FoleyandPaperclip 4b9a6000f7 Add bounded evidence for directory lock timeouts (#14787)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent files use directory locks during collection and cleanup.
> - A lock timeout can fail finalization after the model turn completes.
> - The timeout currently identifies no owner state or waiting
operation.
> - This pull request adds bounded evidence to the existing run failure
report.
> - Operators can distinguish a known local holder from a possible old
lock without changing lock safety.

## Linked Issues or Issue Description

**What happened?**

A directory lock timeout does not distinguish active local work from an
owner record left by an earlier process. The stored execution stage can
also precede the cleanup operation that failed.

**Expected behavior**

The failure report should identify the waiting operation and expose
bounded ownership clues. It must preserve the timeout and keep unknown
ownership protected.

**Steps to reproduce**

Hold a directory merge lock while a second caller reaches its
acquisition deadline. The regression tests exercise a live holder and an
older owner record with a live PID.

Related: #9667 proposes stale-lock recovery under a single-server
assumption. This change only adds evidence and does not adopt that
assumption. #14575 and #14665 add other run failure diagnostics.

## What Changed

- Record lock owner state, capped age and wait duration, same-process
and process-age comparisons, and whether this module holds the lock.
- Label agent-directory release, collection, checkpoint, and warm
handoff timeouts with a fixed operation code.
- Validate each field before the existing event-local Sentry report
accepts it. Exclude owner records, PIDs, paths, and absolute timestamps.
- Limit the extra diagnostic owner read to 100 ms with best-effort
abort; malformed JSON is `invalid` and unreadable owner records remain
`unknown`.
- Document the diagnostic limits and verify that contenders never
reclaim protected locks.

## Verification

- Focused lock, diagnostic, real Sentry SDK, and database-backed
agent-directory tests: 126 passed, including stalled-read and
malformed/missing/unreadable-owner regression coverage.
- Final revision `0691613dcc`: all 54 reported checks successful, with
two intentionally skipped Storybook checks. Greptile: 5/5, zero
unresolved review threads; no merge conflicts.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm test:run`: complete suite coverage ran with the existing
repository shard flags: four general-server shards, four serialized
shards, two general-workspaces-a shards, and general-workspaces-b. The
full run is not green because of the base failures below.
- The broad run found 13 failures in the unchanged macOS skill-cache
tests. All 13 reproduce on the clean base revision. Open PR #14290
covers that existing failure.
- Two unchanged CLI archive tests hit their five-second limits during
the broad run; all 17 tests in that file pass on recheck. A CLI auth
socket error also cleared on recheck (19 tests), and its full serialized
shard passed on rerun.

## Risks

This is a diagnostic change, not a stale-lock fix. Owner observations
can race with release. Wall-clock shifts can affect the age comparison.
A local-holder flag covers only this module instance. None of these
fields authorizes reclamation or proves a file save. Lock acquisition,
release, retries, task status, and recovery guards retain their current
behavior. No schema change or deployment action is required.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and repository tools.
The exact model build and context window were not exposed to this agent.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 18:35:12 -07:00
Devin FoleyandPaperclip 98d8a6ccac Stop replaying ambiguous database disconnects (#14773)
## Thinking Path

> - Paperclip stores agent work and control state in PostgreSQL.
> - Its database client must not repeat a mutation after an uncertain
result.
> - The global retry wrapper treated `write CONNECTION_CLOSED` as proof
that PostgreSQL never received a statement.
> - postgres.js also uses that message when the connection closes after
statement delivery.
> - This pull request removes that global replay and tests the actual
driver over a local wire connection.
> - Callers retain control of retries when they can prove the complete
operation is idempotent.

## Linked Issues or Issue Description

Follow-up to #13417. Preserve the transaction disconnect handling from
#13643 and the explicit actor synchronization retries introduced in
#12773. Searched open and closed issues and PRs for database retries,
disconnects, and `CONNECTION_CLOSED`. The open circuit-breaker proposal
#11142 addresses outage queue growth; it does not establish whether an
already-sent statement can be replayed.

**What happened?**
The database wrapper replayed an arbitrary statement up to three times
after `write CONNECTION_CLOSED`. The driver adds `write ` to
connection-close errors even after the peer receives the statement. A
local protocol peer receives the same submitted INSERT three times when
it drops each response. A committed write could therefore execute more
than once.

**Expected behavior**
An ambiguous statement result must fail without automatic replay. A
subsequent operation must be able to reconnect.

**Steps to reproduce**
Run the new wire regression against the parent commit. The six Simple
Query cases and the parameterized Drizzle case receive three executions
instead of one. The named prepared-client case was already safe and
stays covered. The peer reads the entire statement and then closes the
connection. This demonstrates repeated delivery with the real driver; it
does not claim that a historical incident duplicated a committed write.

**Paperclip version or commit**
Reproduced on source commit `018993140f` with the patched postgres.js
3.4.9 dependency.

**Deployment mode**
Built from source with a local PostgreSQL protocol peer. No live
provider or customer database is used.

## What Changed

- Pass the original postgres.js client to Drizzle and remove the global
statement replay wrapper.
- Add eight wire regressions: six Simple Query cases for INSERT,
side-effect-capable SELECT, and a data-changing CTE, plus parameterized
Drizzle and named prepared-client cases. The extended peer processes
Parse, Describe, Bind, and Execute, verifies bound parameters, and drops
the response only after Execute. Each case checks one delivery and
recovery on a fresh query.
- Document ambiguous outcomes and the retry compatibility tradeoff. Keep
explicit idempotent actor-sync retries and disconnected-transaction
handling unchanged.

## Verification

- Before the fix: the six Simple Query cases and the parameterized
Drizzle case failed with three executions instead of one. The named
prepared-client case was already safe. All eight wire cases pass on this
branch.
- Final focused client, pool teardown, configuration, and actor-sync
retry checks: 28 tests passed. `pnpm --filter @paperclipai/db typecheck`
also passed after the test-only follow-up.
- First implementation head, `pnpm exec vitest run --project
@paperclipai/db`: all 158 tests passed across 45 files, including real
PostgreSQL transaction/reserved-connection recovery. The local embedded
dependency's symlinks were hydrated before this run.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- The complete local `pnpm test:run` did not finish; no complete local
suite pass is claimed. All CI test, typecheck, and build gates passed on
the first implementation head `11f8b22d90`. Final-head CI is pending
after the test-only follow-up.
- `git diff --check`: passed. Reviewed the diff for secrets, personal
data, generated output, and run artifacts.

## Risks

Some transient statement failures that the global wrapper previously
replayed now reach the caller. Operation owners must retry only when
they have an idempotency guarantee or a durable receipt that prevents
duplicate effects. A connection error is not proof that a write failed
to commit. There is no SQL-text retry heuristic, new suppression, schema
change, or migration. This change prevents unsafe replay; it does not
prevent network disconnects.

## Model Used

OpenAI Codex / GPT-6, with reasoning, repository inspection, code
execution, and local protocol tests. The exact backend model ID and
context-window size are not exposed in this session.

## Checklist

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


Final verification (September30): every final-head CI check passed at
`3004c5bda39c985c3557547ec45e33870ce5d010`. Greptile scored5/5 on this
head, all review threads are resolved, and the branch is mergeable.
Eight real-wire regressions cover simple, parameterized Drizzle, and
named prepared queries. Full local suite did not produce a completed
result; the complete CI matrix passed. This public PR remains open for
maintainer merge.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 18:34:00 -07:00
DottaandPaperclip c8f874311c fix(ui): hide Google connectors only on the Connections page (#14774)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - The Connections page lists the apps and saved accounts that agents
can use.
> - Google Workspace verification is still pending.
> - Google entries must be temporarily hidden from this page without
removing their implementations.
> - This PR filters the final page rows, including saved Google
accounts, after the page resolves their provider.
> - Definitions, direct setup routes, OAuth profiles, credentials, and
runtime access stay intact.
> - Review instances can keep the prior UI by staying on their pinned
app release.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Temporary provider visibility on the Connections landing page.

**Current behavior**

The page can show Google Workspace catalog entries and saved accounts
while verification is pending.

**Proposed behavior**

Hide all nine Google Workspace rows on this page. Keep every other
connector and all Google integration code unchanged. Use an existing
release pin for review instances instead of a hostname exception in the
app.

**Reason and benefit**

Pause public discovery without disabling existing runtime tools or
removing the implementation needed for verification and later
re-enablement.

**Breaking changes**

Google accounts are no longer visible on this landing page. Direct setup
and management routes remain available. This is not an access-control
restriction.

Related completed work: #13551 used catalog-level visibility. This
change is deliberately limited to the landing page and also covers saved
account rows. #14740 reduced Google scopes; this change leaves those
scopes unchanged. No duplicate open PR or matching open issue was found.

## What Changed

- Derive the Google app slugs from the existing Workspace profile
registry.
- Filter the combined catalog and saved-account rows only inside
`Browse`.
- Cover all nine Google entries, active/draft/disabled accounts, legacy
connection metadata, mixed-provider rows, and independently identified
non-Google connectors in regression tests.
- Document the display-only hold, pinned review builds, and how to
restore visibility after approval.

## Verification

- Passed: `pnpm exec vitest run ui/src/pages/apps/Browse.test.tsx
ui/src/pages/apps/AppsConnect.test.tsx` (199 tests, including the latest
master changes).
- Passed: `pnpm check:token-gates`.
- Passed: `pnpm build`.
- Passed: `pnpm -r typecheck` and `pnpm build` after merging the latest
master. An earlier overlapping run hit a local runner codesign race;
sequential checks passed.
- Passed again after the final custom-provider fix: `pnpm --filter
@paperclipai/ui typecheck` and `pnpm --filter @paperclipai/ui build`.
- The full local `pnpm test:run` was started, then stopped after the
full remote CI suite passed to avoid continuing duplicate long-running
work on the developer machine. It is not claimed as a completed local
pass.
- All 54 latest-head CI checks passed. Two non-applicable Storybook jobs
were skipped. One serialized server job lost its self-hosted runner
connection; its single retry passed.
- Greptile: 5/5 on `aeda167bf4494feed6ee0de2585960511fb02918`, with no
unresolved review threads.
- Confirmed in the existing review instance that all nine Google entries
still appear after its current release was pinned. No new app release
was deployed to that instance.
- Reviewer steps: open Connections on this branch with Google catalog
entries and saved Google accounts. None should appear. Non-Google
connectors must remain. Direct Google setup routes must still load.

## Risks

- Existing Google accounts cannot be found on this page during the hold.
Their data and runtime access remain unchanged.
- This is a UI-only filter, not an authorization gate. Direct routes and
API access still work by design.
- Review instances must not receive this UI build until the hold is
removed. Their existing release pin excludes fleet app upgrades; an
explicit targeted upgrade must still be avoided.
- No migrations, backend changes, broker changes, or credential changes.

## Model Used

OpenAI Codex (GPT-5-based coding agent), with reasoning, tool use, code
execution, and browser inspection. The exact deployment model ID and
context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 18:22:25 -05:00
DottaandPaperclip f7e36ba3e2 fix: isolate repository-free low-trust tasks in private directories (#14766)
## Thinking Path

> - Paperclip manages work by agents within company boundaries.
> - Email tasks can run under the low-trust review preset.
> - These tasks must use an isolated workspace and a sandbox.
> - The default workspace strategy assumed that the project had a Git
repository.
> - A project without a configured workspace failed before the agent
could start.
> - This change gives each such task a private directory and keeps the
sandbox requirement.

## Linked Issues or Issue Description

**What happened?**
An inbound email assigned to a low-trust agent failed with
`git_worktree_base_not_git_checkout` when its boundary project had no
configured workspace. Setup had accepted the project and sandbox.

**Expected behavior**
The agent can process email without a repository. Its workspace stays
isolated from other tasks and the shared agent home.

**Steps to reproduce**
1. Select a low-trust agent with an active sandbox and a project
boundary.
2. Leave the project without a configured workspace.
3. Receive an email through AgentMail.
4. Observe that startup fails before provider work starts.

**Paperclip version or commit**
Reproduced against `5edf55d73`.

**Deployment mode**
Hosted staging with sandbox execution.

Related: #13256 added email tasks. #13636 fixed default isolation for
projects without workspaces; the explicit isolation used by low-trust
tasks still needed this path.

## What Changed

- Select private task directories for low-trust sandbox tasks with no
configured workspace or explicit workspace strategy.
- Keep each directory scoped to its company and task. Retain files
across turns and reassignment and reject symlink paths and mismatched
workspace reuse.
- Preserve Git validation for configured workspaces and explicit
strategies, plus the existing authorization and remote gates for
referenced projects.
- Add a startup regression and directory isolation tests. Document the
supported repository-free path.

## Verification

- The startup regression failed before the fix with the same Git
validation error.
- 260 targeted email, workspace policy, heartbeat, referenced-project
and directory tests pass.
- Full `pnpm -r typecheck` and `pnpm build` pass on the latest commit.
- All CI checks, including the complete sharded test suite and canary
dry run, pass on `b4ccd9802b09b2e95499df72d48b4a3906b8c328`.
- The final commit also passes the same server shard locally: 60 files,
1,024 passed / 6 skipped tests. The earlier all-groups local run was
interrupted during follow-up edits; complete-suite verification comes
from CI on the final commit.
- Deployed the reviewed commit to staging and independently verified the
full serving SHA. Two real Codex runs in Daytona succeeded and finalized
the same private company/task workspace. The first wrote a 35-byte
marker; the second read the existing file without modifying it and
returned the independently verified SHA-256
`ce3bbeb44d07ca6822826d3a5945752a38d30b356d10829f3159a191e5aa92a6`.
- Live runtime caveat: Codex reported a nested `bwrap` loopback
permission error and used its configured escalated execution inside
Daytona. The outer Daytona sandbox remained active for both runs.
- The startup regression uses a real database, production trust checks,
workspace persistence, sandbox lease acquisition and realization, and a
fake provider. It checks reassignment and allows only an authorized
referenced project.
- The transfer regression runs production archive/sync-back/merge code
against distinct filesystem roots: create output in one sandbox, restore
it, then read and update it in a fresh sandbox. The provider I/O is
emulated; live staging verification is separate.

## Risks

- The new default applies only to low-trust sandbox tasks without
workspace configuration. Standard agents and explicit Git strategies
keep their existing behavior.
- Task directories retain work across turns and consume instance
storage. The change does not migrate or copy existing shared files.
- No database migration or credential changes are required.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 18:06:07 -05:00
1d23cb6962 ci: pin a checkout-independent Rust cache path so PR lanes hit master's cache (#14394)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip ships a native Runner binary, written in Rust, and seven
CI lanes build it on every pull request
> - `Canary Dry Run` is the slowest check on every green PR run, and
most of its time is `cargo build --release` on third-party crates
> - Master saves a Rust dependency cache for these lanes, but every PR
lane logs `No cache found` and compiles every crate from zero
> - The cache key matches, but GitHub also compares a hash of the
absolute cache paths, and the master writer (RunsOn fleet,
`/home/runner/_work/...`) and the PR readers (GitHub-hosted,
`/home/runner/work/...`) hash different paths
> - This pull request gives both sides a checkout-independent workspace
path, so the hashes match and the PR lanes restore master's cache
> - The benefit is about 2.5 minutes less wall clock per PR run and
about 18 fewer runner-minutes per run

## Linked Issues or Issue Description

No public issue exists for this problem. The description below follows
the enhancement template.

Related prior PRs on the same cache: Refs #13194, Refs #13259, Refs
#13457, Refs #13459, Refs #13500, Refs #13586. None of them pins the
workspace path, so none of them fixes this miss.

**What existing behavior does this improve?**

The `Swatinem/rust-cache` restore step in the PR workflow lanes that
build the Runner: `Canary Dry Run`, `Build`, `Typecheck + Release
Registry`, and the four `Verify Paperclip Runner` lanes.

**Subsystem affected**

CI workflows under `.github/workflows/`, their guard tests under
`.github/scripts/tests/`, and `doc/RELEASE-AUTOMATION-SETUP.md`.

**Current behavior**

Every PR lane logs `No cache found` although master holds an entry with
the exact key. Run 36424309181 computed
`v0-rust-release-runner-v1-Linux-x64-c3a3ca66-a95b0328`, and master
holds a 678 MB entry with that key. GitHub matches a cache entry on the
key and on a version hash of the absolute paths in the cache. The master
writer runs on the RunsOn fleet, where the checkout is
`/home/runner/_work/paperclip/paperclip`. The PR readers run on
GitHub-hosted `ubuntu-latest`, where the checkout is
`/home/runner/work/paperclip/paperclip`. The stored version `5c40870d…`
is the sha256 of the `_work` paths plus `zstd-without-long|1.0`. The
`work` paths hash to `1656e9ee…`. The key can never match, so each lane
compiles every third-party crate again.

**Proposed behavior**

The writer and the readers pass the same checkout-independent path to
`rust-cache`. Both runner layouts then produce the same version hash,
and the PR lanes restore master's cache.

**Reason and benefit**

`Canary Dry Run` takes 533s on a green run. 251s of that is dependency
compilation that a warm cache removes. Seven lanes pay this cost in
every PR run.

**Breaking changes**

None. This change affects CI only.

## What Changed

- Add a `Pin the Runner Rust workspace path` step before `rust-cache` in
the master writer (`release-verify.yml`, typecheck and runner lanes) and
in all four PR readers (`pr-trusted.yml`). The step creates the symlink
`$HOME/paperclip-runner-rust` →
`$GITHUB_WORKSPACE/packages/paperclip-runner/runner` and passes that
path to `rust-cache` as `workspaces: <path> -> target`. `rust-cache`
resolves the input with `path.resolve`, which does not follow symlinks,
so both runner layouts now produce the same cache paths and the same
version hash. `$HOME` is `/home/runner` on both images, which is why the
`~/.cargo` paths already agreed.
- Bump the shared keys `release-runner-v1` → `release-runner-v2` and
`release-typecheck-v1` → `release-typecheck-v2`. The old, unreachable
entries are then visibly orphaned instead of sharing a key with the new
ones.
- Extend the guard tests `pr-runner-rust-cache`, `release-runner-cache`,
and `typecheck-rust-cache`. They now require the pin step in both
workflows with identical text, placed before the cache step, and they
reject a `workspaces:` value that resolves under the checkout. The
`pr-runner-rust-cache` test checks all four PR reader jobs and fails if
a `rust-cache` step appears in a PR job that is not in its reader list.
- Update `doc/RELEASE-AUTOMATION-SETUP.md` to name the
`release-runner-v2` key and to explain the pinned workspace path.

### Expected savings once merged

Measured from run 36424309181. "Removed" is the dependency-compile time
that a warm restore removes, minus about 18s to restore the 680 MB
entry. The fleet writer's own restore shows this cost.

| Lane | Today | Removed | Expected |
|---|---|---|---|
| Canary Dry Run | 533s | ~150s | ~380s |
| Typecheck + Release Registry | 462s | ~155s | ~305s |
| Verify Paperclip Runner (vitest 2/2) | 453s | ~245s | ~210s |
| Verify Paperclip Runner (rust) | 400s | ~175s | ~225s |
| Build | 348s | ~130s | ~220s |
| Verify Paperclip Runner (static checks) | 321s | ~170s | ~150s |
| Verify Paperclip Runner (vitest 1/2) | 346s | ~70s | ~275s |

- Wall clock per PR run: about 533s → about 385s. That is about 2.5
minutes faster to a green check set. `Canary Dry Run` stays the longest
check. The rest is the non-cargo work in `release.sh` (standalone
package builds ~30s, publish-payload preview ~73s).
- Runner time: about 18 runner-minutes saved per PR run across the seven
lanes.
- The first master push after merge compiles from zero once in the fleet
writer (about 4 extra minutes on that one run) and saves the v2 entry.
Later PRs hit it. When a PR changes `Cargo.lock`, the prefix restore key
still gives a partial hit, as before.

## Verification

- Run the guard tests for the three cache lanes:
`node --test .github/scripts/tests/pr-runner-rust-cache.test.mjs
.github/scripts/tests/release-runner-cache.test.mjs
.github/scripts/tests/typecheck-rust-cache.test.mjs`
  Result: 21 pass, 0 fail.
- Run the full guard suite: `node --test
'.github/scripts/tests/*.test.mjs'`. Result: 376 pass, 3 fail. The 3
failures are in `docker-canary-promotion.test.mjs`. They hit a sandbox
temp-file ENOENT and fail the same way on the unmodified branch.
- Run `node --test scripts/__tests__/release-verify-workflow.test.mjs`.
Result: 14 pass.
- Local archive test: create a tar from the `_work` layout through the
symlink (relative `../../../paperclip-runner-rust/target` entries, `tar
-P -C $GITHUB_WORKSPACE`, the same way `@actions/cache` does). Extract
it on the `work` layout. The files land in the real target directory and
the symlink stays intact.
- After merge, open any GitHub-hosted PR run and confirm that the seven
Rust lanes log `Restored from cache key ...release-runner-v2...` in
place of `No cache found`.

## Risks

- Low risk. The change touches CI workflows, their tests, and one doc
page. No product code changes.
- If the pin step fails, `rust-cache` reports a miss and the lane
compiles from zero, as it does today. The build does not break.
- Both runner layouts sit four levels under `/home/runner`, so the
relative `../../../` archive entries line up. The existing
`~/.cargo/registry` and `~/.cargo/git` cache paths already rely on this
property. A future runner image with a different `$HOME` depth would
miss the cache but would not fail the job.
- `rm -rf "$pinned"` acts on the symlink itself (no trailing slash),
never on the checkout behind it. It only matters on a reused runner.
- Squash-merge note: the branch carries commits by `Bender (Fable)`. Add
`Co-Authored-By: Bender (Fable) <bender-fable@paperclip.local>` to the
squash body to keep that authorship.

## Model Used

- Anthropic Claude Fable 5.1 (`claude-fable-5-1`), run through Claude
Code inside a Paperclip agent heartbeat. Extended thinking was on. Tool
use: shell, GitHub CLI, and the GitHub REST API for workflow logs, cache
listings, and PR operations.

## 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 and contains no internal
ticket id. The agent execution workspace fixed this branch name, so I
cannot rename it. Squash-merge drops the 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

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Co-authored-by: Bender (Fable) <bender-fable@paperclip.local>
2026-09-30 16:04:23 -07:00
Devin FoleyandPaperclip 3bbb8d0f69 Add bounded AgentMail failure diagnostics (#14768)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AgentMail connections create inboxes and handle email tasks.
> - A failed provider request currently records only its HTTP status.
> - The same 403 can mean a permission denial, a resource limit, or
another provider restriction.
> - This pull request records a fixed operation name and a documented,
allowlisted error code.
> - Operators can distinguish these failures without exposing provider
payloads or changing retry behavior.

## Linked Issues or Issue Description

**What happened?**

An AgentMail inbox creation failure reports only `AgentMail request
failed (403)`. The response body is deliberately excluded because it can
contain private mail or credentials. That also discards the provider
code needed to identify the cause.

**Expected behavior**

Keep the HTTP failure visible with a fixed operation name and a safe
provider code. Never copy arbitrary error text, resource identifiers,
suggested fixes, or URLs into diagnostics.

**Steps to reproduce**

1. Make an inbox creation request through `agentmailApi` with a fake
provider returning HTTP 403 and `code: "missing_permission"`.
2. Observe that the old error lacks the operation and provider code.
3. With this change, verify the error includes `operation=create_inbox,
code=missing_permission`, preserves status 403, and excludes all other
response fields.

Related work: #13256 introduced the AgentMail connection. The provider
documents stable codes in its [error
reference](https://docs.agentmail.to/errors).

## What Changed

- Add a fixed method/route-to-operation map and an allowlist of
documented provider codes.
- Read at most 8 KiB for diagnostics, with a one-second deadline. Cancel
unread bodies and preserve the HTTP error if reading or parsing fails.
- Keep the existing error prefix, status, retry delay, and failure
handling.
- Add regression coverage and document the diagnostic limits.

## Verification

- `pnpm exec vitest run server/src/__tests__/agentmail-api.test.ts` — 44
tests passed.
- `pnpm build` — passed.
- `pnpm -r typecheck` — passed before the review correction. Final `pnpm
--filter @paperclipai/server exec tsc --noEmit` also passed.
- Full local `pnpm test:run` did not finish successfully; three
company-skills-service failures were observed outside the changed
module. The final-head CI server suites passed. The remaining
workspaces-b CI retry covers an unrelated HTTP/2 port collision.
- The diff passed a scan for configured secrets, private deployment
references, and non-fixture email addresses.

## Risks

- A failed request can now wait up to one extra second while reading its
diagnostic code.
- New, missing, malformed, or oversized provider codes report `unknown`.
A future provider code needs an explicit allowlist update.
- This is a diagnostics change. It does not establish or repair the
cause of an existing provider denial.
- No schema, credential policy, or retry behavior changes.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 at 20853e31abacf53a32f1a63467ee208a719bbf00; the
locked-body finding is fixed and its thread resolved
- [x] I will address all Greptile and reviewer comments before
requesting merge


Final verification (September 30): all final-head GitHub checks pass at
`20853e31abacf53a32f1a63467ee208a719bbf00`, including the targeted
workspaces-b rerun after the unrelated EADDRINUSE failure. Greptile
scored 5/5 on this head and no review threads remain unresolved. The
branch is mergeable. The local full-suite run did not yield a passing
completion; CI completed successfully across all suites. This public PR
remains open for maintainer merge.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 15:29:15 -07:00
DottaandPaperclip e2908fff5c fix: enforce terminal outcomes during recovered sandbox cleanup (#14767)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runners can keep a reusable sandbox warm after successful
turns.
> - Failed turns must stop their sandbox before a later retry resumes
it.
> - Workspace recovery can release a lease outside the executor's normal
teardown.
> - Successful file copy-back can then retain a sandbox even when its
run failed.
> - This pull request checks the durable run outcome at the shared
release boundary.
> - Ordinary teardown and recovery now apply the same retention rule.

## Linked Issues or Issue Description

**What happened?**

A real Daytona verification on `5edf55d73` produced a failed native
turn. The runner process exited, but workspace recovery retained the
sandbox without stopping it. The recovery callback used successful
workspace copy-back to select warm retention. It bypassed the
terminal-state check in normal heartbeat teardown.

**Expected behavior**

Keep a sandbox running only after a successful run. Failed, cancelled,
timed-out, and interrupted runs must convert requested warm retention to
stop-and-retain. Preserve the existing ownership hold before release.

**Steps to reproduce**

1. Persist a terminal failed native run whose workspace copy-back
succeeds.
2. Release its environment lease from the recovery path with a stored
`keep_running` disposition.
3. Observe that the provider receives `keep_running` on the base commit.
4. With this fix, the provider receives `stop_and_retain` and the lease
status follows the durable run outcome.

**Paperclip version or commit**

Base: `5edf55d7350c7f08c9dd132c7e0f1421fa0bf2fb`.

**Deployment mode**

Native runner with a reusable Daytona sandbox.

Related: #14747 retires unsuccessful warm runner sessions. This change
closes the separate recovery lease-release path. Related search found no
duplicate fix.

## What Changed

- Read the durable run status at the shared lease-release boundary.
- Apply the existing terminal-outcome retention rule before calling the
environment runtime.
- Use that same durable status for the lease-state mapping.
- Add five database-backed regressions for four unsuccessful outcomes
and successful warm retention.
- Document the recovery rule.

## Verification

- Before the fix: the four unsuccessful-outcome regressions fail; the
successful case passes.
- After the fix: 163 tests pass across the lease-release, native
lifecycle, and explicit continuation suites.
- Repository typecheck and build pass.
- `pnpm test:run` encountered the existing local
`native-session-resume.test.ts:1125` assertion failure; a focused rerun
reproduced the same failure. This was also recorded before this
follow-up with the unmodified base executor. The full command was
stopped after that confirmation, so later local groups were not
completed.
- All 56 latest-head checks are successful or intentionally skipped (54
passed, 2 skipped), including the complete CI test groups and browser
E2E suite. Greptile is 5/5 on `e7da3b3ad`, with no unresolved review
comments.
- Deployed exact PR head `e7da3b3adbf7a13642c0e56f5b0f0c4666adf358` to
the staging workspace and independently verified the serving commit. A
real failed native turn persisted `keep_running` and completed workspace
finalization, reproducing the recovery-path conditions; Paperclip
automatically issued stop-and-retain, and an independent Daytona read
confirmed `stopped`. No manual stop was used.
- Retried that failed run through the public API after correcting its
temporary API-key credential. The same stopped sandbox resumed
successfully. Three successful turns retained one live runner PID/start
time and the same native, runner, and provider sessions.
- Verified exact canonical note contents, deletion persistence, and an
unchanged 8 MiB binary after every turn. Subsequent checkpoints
copied/hashed only 58 and 87 bytes. After sandbox deletion, canonical
files still matched. Temporary secrets were removed and
agent/configuration policy restored.
- Live acceptance used temporary API-key authentication. The separate
managed-subscription authentication issue and browser Retry control were
not tested by this campaign.

## Risks

- Recovery callers can no longer use stale success status to retain a
failed run's sandbox.
- The existing native ownership hold still blocks release while
ownership is unresolved.
- Successful warm turns and explicit destroy dispositions keep their
existing behavior.
- No database migration, API contract, dependency, or UI change is
included.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 17:20:25 -05:00
DottaandPaperclip 33f2b3a159 fix: separate GitHub tools and code review bot connections (#14750)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Connectors catalog lets people give agents tools or connect
agents to conversations.
> - GitHub put these two uses behind one card and an extra choice.
> - People should choose the connection they need from the catalog.
> - This pull request keeps GitHub for tools and adds GitHub Code Review
Bot as a separate card.
> - Each card opens its setup directly. Both use the existing connection
code.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

GitHub connector discovery and setup.

**Current behavior**

With chat connectors enabled, GitHub opens a menu that asks whether to
use tools or create a bot. Saved tools and bots share the same catalog
entry.

**Proposed behavior**

GitHub opens tool account access. GitHub Code Review Bot opens agent
selection. Saved bots and drafts appear under the bot card.
Chat-disabled instances show only GitHub tools.

**Reason and benefit**

The catalog names the two uses and removes an extra setup choice. The
bot keeps the existing GitHub provider, credentials, endpoint IDs, setup
steps, and runtime.

**Additional context**

Related work: https://github.com/paperclipai/paperclip/pull/12843 and
https://github.com/paperclipai/paperclip/pull/14594 established GitHub
account identity. This change preserves that tool flow. No duplicate
catalog split was found.

## What Changed

- Split the generated app definitions into GitHub tools and GitHub Code
Review Bot. Reuse the existing GitHub logo and channel method.
- Open bot setup directly, including old resume and reconnect links.
- Put existing bot endpoints and drafts under the bot card. Hide
duplicate internal chat applications.
- Keep pasted GitHub URLs mapped to the tool connection.
- Add seven Storybook states for the catalog, saved connections,
disabled chat, both setup paths, mobile, and light mode.
- Fix narrow-screen bot rows so the label cannot overlap status and
setup actions.
- Update catalog, route, browser, and API tests, plus the GitHub
connector guide.

## Verification

- [Hosted
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fgithub-review-connection/?path=/story/connections-github-and-code-review-bot--catalog):
seven states built from this branch. The deployment passed its
public-file verification.
- All GitHub checks pass on `d13a2cd53561645bb2a15c6f8e75a61a936d6459`.
Two optional Storybook jobs skip under their normal trigger rules; the
manual Storybook deployment passes. The branch has no merge conflicts.
- Greptile: 5/5 on the current head, with no review comments or
unresolved threads.
- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `pnpm
build-storybook` passed. The final Storybook fixture also passed UI
typecheck and the hosted build.
- Targeted catalog, URL matching, routing, grouping, brand, and chat UI
contract tests passed.
- GitHub provider browser tests: 2 passed. These cover direct tool setup
and the bot setup and management lifecycle with provider responses
mocked.
- Embedded-browser test on an isolated local instance: opened both
cards, selected an agent, saved a bot draft, and resumed the same
endpoint under the bot card after a reload.
- Storybook Tool Setup and Bot Setup assertions pass in the published
preview. Chat Disabled assertions pass locally. Inspected mobile and
light mode, including the draft-row layout and official GitHub marks.
- Local full-suite limitation: `pnpm test:run` was not clean. A
cross-company route assertion failed in the aggregate run and passed in
isolation; a workspace-runtime test reached its 30-second hook timeout.
Some isolated database reruns skipped when the embedded-PostgreSQL
availability probe failed. The local aggregate was stopped after CI
completed. The corresponding full CI suites pass all 360 tool-access
tests and all 162 workspace-runtime tests.
- No live GitHub authorization or installation was performed. The
isolated instance correctly stopped at the cloud enrollment or public
HTTPS prerequisites.

## Risks

- Low scope: catalog presentation and routing change. There is no
database migration or provider credential change.
- Existing GitHub bot URLs now open bot setup directly. The tool route
remains `/apps/connect?source=github`.
- The bot remains behind the existing chat-connectors feature flag.
Existing endpoints retain `provider: github`.
- Channel applications are represented by endpoint rows. Regression
tests cover legacy bot applications, tools, active bots, and drafts
together.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and
embedded-browser tools. The exact deployed model ID, context window
size, and reasoning setting are not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 17:15:02 -05:00