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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> |
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3c561642b4 |
fix(chat): resolve approvals and preserve unanswered questions (#14613)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask for decisions and optional details through cards in chat. > - A clear approval in a message can leave the matching card pending. > - An unanswered question can also block an unrelated later reply. > - Decisions need a saved source message, while optional questions need to remain answerable in history. > - This pull request records conversational decisions and lets users move on from questions and answer them later. ## Linked Issues or Issue Description **What happened?** Native Claude and Codex could act on approval in chat while the original approval card stayed pending. Pending question forms stayed above the composer, were absent from history, and could suppress later chat replies. A late native question answer could wait for a finished run to reconnect. **Expected behavior** The active agent records a clear approval or refusal against the exact card and user message. Ambiguous replies do not grant consent. Users can send another message without answering a question. The question remains pending in history and can be reopened and answered later. The saved answer reaches the agent. **Steps to reproduce** 1. Ask an agent to propose work with a confirmation card, then approve it in chat. 2. Check that the original card records that approval before work starts. 3. Ask an interactive question, send an unrelated message, and reload. 4. Open the unanswered question from history and submit an answer. Related work: #14408 added completion delivery. #14607 tests completion reporting turns. Neither records conversational answers on approval cards. ## What Changed - Add a confirmation endpoint backed by a user comment, with schema validation, OpenAPI discovery, and native Plan-mode access. Ask mode remains read-only. - Check company, active run, actor, current session, message provenance, revision, and resolver policy. Save the decision and audit in one transaction. Retries do not repeat effects. Emit resolution telemetry after commit. - Give fresh and resumed chat turns the actual pending confirmation identities. Teach agents to save clear conversational decisions before acting and to clarify ambiguity. - Keep unanswered Agent Chat questions as compact history entries. A newer user message closes the old form. Question cards never contribute to composer pending counts or navigation, including after dismissing a fresh form. The history card is the sole reminder; clicking it restores that exact form and draft. - Preserve Agent Chat questions when later messages or questions arrive. Historical ordinary inputs no longer gate later chat replies. Current-run requests, task execution, and governed approvals keep their gates. Remove the special acknowledgement-publication proof helpers that this rule replaces. - Route answers to finished native runs through durable fresh-wake delivery, with existing idempotency and source-question context. Settle late replies against contiguous completed conversation turns and freeze their history replay; failed, unhandled, and newly arriving messages remain actionable. - Add real-component Storybook scenarios, database and UI regressions, and a three-turn native Claude/Codex E2E case. Capture distinct, UI-ready screenshots and report the individual assertions. ## Verification - Focused decision/publication/UI regressions after merging master: 288 passed; subsequent UI draft, failed-send, and conversation checks: 199 passed. - Native question and durable delivery regressions: 106 passed, including all four terminal run states and exactly-once late delivery. Seven targeted regressions fail against the original implementation and pass with the fix. - Latest conversation/decision/native-delivery regressions after the master merge: 121 passed. Covers completed progress, missing or failed intervening turns, new messages during a late reply, stale sessions, and frozen retry/replay boundaries. Four new assertions fail before the ordering fix. - E2E support suite after the master merge: 792 passed. Negative controls reject expired cards, wrong questions/answers, stale or missing replies, unrelated clarification forms, and unexpected tasks. - The embedded-browser walkthrough caught one additional defect: dismissing a fresh question still showed a composer badge. Both Cancel and close-button regressions failed before the fix. The fix at `65f2ade12` passes 170 chat-thread tests and 792 E2E support tests. After merging master, 232 chat-thread/confirmation tests, server/UI typechecks, and token gates pass. The preview and two-provider live E2E pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at that commit. All 55 checks are now successful at `e5512a206` (four conditional checks skipped), including the aggregate verification gate and clean-install canary test. The first attempt was interrupted by simultaneous CI worker shutdowns; one failed-job rerun passed without code changes. - [Published Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on): nine real-component scenarios. Manually exercised move on, reopen, preserve draft, answer later, answer one of multiple questions, and a custom mobile answer in the embedded browser. Retested fresh Cancel and close-button dismissal in the updated build, then reopened and submitted the preserved Green selection and inspected its answered receipt. Static preview has no live model/backend; its callbacks are fixture responses. - [First live campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/) reproduced the late-answer completion-state defect on both providers despite correct saved answers and acknowledgements. It also exposed a valid imperative clarification rejected by the old oracle. Both issues are fixed with regression controls; this failing run is retained as evidence. - [Four-cell qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/) passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous confirmation, each on native Claude and Codex. Inspected saved state, source-message decisions, visible cards, and agent replies. Both late-answer chats settled to waiting; no unrequested tasks were created. [Final branch rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/) passed 2/2 at `142630720`: the same unanswered-question journey after merging master, plus an additional screenshot and browser assertion for the actual late-answer acknowledgement. - [Composer-reminder E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/) passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each, with explicit no-badge assertions before and after reload. Inspected saved pending/answered state, both screenshots with a clear composer, and actual Blue acknowledgements; all five behavioral matchers passed per provider and neither created tasks. Cost coverage is partial; this is bounded workflow qualification. - [Fresh-dismissal E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/) passed 2/2 at `e5512a206`: native Claude and Codex, including fresh Cancel, clear composer, reopen, unrelated message, reload, late Blue answer, and actual agent acknowledgement. All five behavioral matchers pass per provider. Inspected the fresh-dismissal screenshots and saved pending/answered identity; neither created tasks. Cost coverage is partial (4/6 runs). - Prior evidence remains available in [the earlier campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/). Its early loading screenshot and overwritten final capture prompted the UI-ready, distinct screenshot fixes. ## Risks - The model interprets intent. The server verifies permission and provenance; it does not infer consent from text. Ambiguous and unrelated replies are not approvals. - Historical questions can accumulate. They remain visible, pending, and answerable; no automatic answer or expiry is invented. - The change to completion gates is scoped to Agent Chat and ordinary historical inputs. Current-turn and governed approvals retain their existing controls. - Live qualification is limited to the selected stories. Broader native onboarding finalization remains separate work. - No database migration. Telemetry adds no fields or values; the contract and README document the commit boundary. Privacy review was requested on the PR. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser-test orchestration. The exact model ID and context-window size are not exposed to this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7e6d512597 |
fix(onboarding): make chief-of-staff hiring reliable (#13317)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The first agent helps the board define work and hire other agents. > - That agent can have the general role while its instructions require hiring skills. > - Missing skills and blocked schema discovery make valid requests fail. > - Repeated confirmation and invalid waiting guidance can turn these failures into extra runs. > - This PR supplies the required skills, opens read-only schema discovery, and corrects the guidance. > - The agent can complete an authorized hire while company approval and duplicate checks still apply. ## Linked Issues or Issue Description Refs #13068 — the first-task onboarding flow that this change repairs. Refs #12029 — related drift between the sandbox allowlist and bundled hiring guidance. This PR adds schema access; it does not replace the earlier hiring-route fix. **What happened?** A general-role onboarding chief received hiring instructions without the core hiring skills. Sandbox requests to the documented OpenAPI endpoint failed. The agent then guessed question and hire payloads. The persona required new confirmation after validation errors and described waiting states that agents cannot set. **Expected behavior** A direct request authorizes the requested hire. The chief asks only for material missing details, uses valid API payloads, and completes the task. Formal company approval gates still apply. A saved human-input card gives the task a valid waiting state. **Steps to reproduce** 1. Create an onboarding chief with role `general` through the board. 2. Ask it to hire a friendly robot with a supplied name and responsibilities. 3. Check its assigned skills, schema requests, question cards, hire requests, and final task state. **Paperclip version or commit** Reproduced on the first-task onboarding implementation after #13068. The live local verification used this branch at `112f44610`. **Deployment mode** The original failure used a hosted sandbox with legacy Codex ACP. Live verification used an isolated local instance and real `codex_local` execution. Queue and HTTP/2 transport access is covered by automated tests. ## What Changed - Give board-created onboarding chiefs the existing core skills regardless of role. Preserve explicit skill version pins, including aliases. Keep ordinary general-agent defaults and authorization checks. - Allow exactly `GET /api/openapi.json` through both sandbox bridge transports. - Publish validator-tested question, free-text, hire, and waiting examples. Regenerate the runner API reference and capability inventory. - Clarify direct authorization, material ambiguity, and correction of confirmed pre-creation validation failures. Preserve uncertain-outcome reconciliation, duplicate protection, and company approval gates. - Align disposition instructions with agent permissions and the saved human-input waiting path. ## Verification - After rebasing onto current `master`: 69 targeted server tests, 110 queue/HTTP2 bridge tests, and 4 capability inventory tests passed. These cover core skill defaults, version pins, actor restrictions, schema access, published examples, hire validation, idempotency, and approval gates. Waiting recovery tests and live question flows also passed before the rebase. - `pnpm -r typecheck` and `pnpm build` passed again after the rebase. Frozen dependency installation and both generated capability checks passed. - Ran the full `pnpm test:run` suite. The initial run had 14 failed server files due to local database resource limits, a missing built test fixture, and socket failures. All 14 files passed after fixture repair and isolated retries. UI, CLI, workspace packages, database tests, and all 145 serialized server files passed. - Real one-request hiring replay: one hire, one successful run, task done in 2m16s. No repeated approval or recovery escalation. - Real two-turn browser conversation: start with an unspecified hire, then supply a name and friendly robot responsibilities. One clarification card, one hire, two successful runs, task done in 3m27s of execution. No failed writes, confirmation cards, or recovery actions. - Assigned the hired robot a welcome-message task through the browser. It produced a warm message under 100 words and finished in one successful 66-second run, with no questions or recovery actions. - The two-turn flow still asked an optional preferences question and gave a technical final reply. These are remaining presentation limits. - Greptile: 5/5 on `b71f83ba2`, with zero unresolved review threads. Fixed its generator finding and passed 1,655 published-example/runtime API tests plus server typecheck. All latest-head CI checks are green (32 passed; 2 unrelated Storybook checks skipped). The signoff-policy browser test initially timed out while waiting for an approver run. Its shard passed on one rerun without code changes. [CI run](https://github.com/paperclipai/paperclip/actions/runs/34698211049). ## Risks - Onboarding chiefs receive more default skills. Ordinary general agents retain existing defaults, and explicit versions take precedence. - Prompt guidance can affect model behavior. The live replays are examples, not a guarantee that every model follows the guidance. - Retry guidance applies only when validation confirms that nothing was created. Uncertain outcomes still require checking existing agents. - No database migration or new public endpoint. Existing company boundaries, approval gates, and bounded recovery remain in force. ## Model Used OpenAI Codex, model `gpt-6-astra`, with reasoning, tool use, code editing, and live browser verification. The exact context-window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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ab15aff390 |
feat: add experimental persistent agent chat (#13284)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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889947c238 |
feat: add experimental native chat connectors (#13038)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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560e7e48b5 |
feat(runner): add SDK and developer tooling (#12608)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runner package already provides the production protocol and execution spine. > - Contributors still need stable SDK surfaces, deterministic test tools, and local inspection tools. > - Those surfaces share generated contracts and must change as one package boundary. > - This pull request adds the package-local SDK, labs, examples, and drift checks. > - The benefit is a reviewable developer platform that does not change application execution selection. ## Linked Issues or Issue Description **Subsystem affected** `packages/paperclip-runner` — runner SDK, conformance tools, and developer tooling. **Problem or motivation** The production runner spine is present, but package consumers cannot build deterministic integrations, inspect sessions, or verify provider-neutral behavior through supported surfaces. **Proposed solution** Add browser, React, standalone, live-session, scenario, conformance, and evaluation surfaces. Add generated contract inventories and package-local verification scripts. Keep production application routing unchanged. **Alternatives considered** We considered splitting each generated catalog, SDK surface, and demo into separate pull requests. Those changes share exports, fixtures, and drift gates. Splitting them would create intermediate package states that do not build. **Roadmap alignment** No overlapping item appears in `ROADMAP.md`. This work extends the runner package that is already on `master`. ## What Changed - Add browser, React, standalone, live-session, and issue-thread SDK surfaces. - Add deterministic mock control-plane, scenario, conformance, replay, and evaluation tools. - Add bounded Codex, OpenCode, and ACPX development transports and fixtures. - Keep deferred managed-provider execution fail-closed. Persisted compatibility data remains readable. - Add generated capability inventories with their source files and drift checks. - Add examples, package documentation, browser checks, and clean-consumer checks. - Preserve the reviewed protocol bounds, replay compatibility aliases, process environment isolation, and semantic redaction limits. - Update the ACPX package patch that the existing workspace patch registry already tracks. - Do not change `pnpm-lock.yaml`, repository workflows, server runtime selection, or the application UI. ## Verification GitHub Actions is the verification authority for this pull request. The repository CI, package TypeScript and Rust checks, package tests, generated-output drift checks, browser checks, security scans, and Greptile review must pass on the exact head. Local test suites were not run because this series uses parallel GitHub Actions for verification. ## Risks This is a large greenfield package change. The main risks are public export drift, generated-output drift, and optional React consumer compatibility. Package boundary checks, clean-consumer checks, and browser tests cover those risks. Production adapter selection and server execution are outside this pull request. ## Stack 1. **This PR:** runner SDK and developer tooling. 2. [Codex production server integration](https://github.com/paperclipai/paperclip/pull/12616). 3. [Provider-neutral task-thread UI](https://github.com/paperclipai/paperclip/pull/12617). ## Model Used OpenAI Codex, GPT-5, high-reasoning mode, with 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 described the issue in-PR following the feature request 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 - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |