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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandPaperclip
|
a1ab55a56d |
fix(agents): grant configuration access by default (#15283)
## Thinking Path > - Paperclip manages agent work and permissions for a company. > - Agent setup can require one agent to configure another agent. > - New standard agents could create agents, but they had no direct configuration grant. > - Existing agents must keep their current permissions after an upgrade. > - The requested new-agent defaults include 13 more direct permissions for suggestions, skills, tools, audit, inbox, and task assignment. > - This pull request adds the 14-grant set at creation and approval activation, retains it through invitations, and keeps existing agents unchanged. > - The change keeps low trust and built-in agents on their narrower permissions. ## Linked Issues or Issue Description **What existing behavior does this improve?** The agent creation and approval flows, and the agent configuration authorization path. **Current behavior** A new standard agent can create an agent. It cannot make protected changes to a peer agent unless an operator adds an `agents:configure` grant. **Proposed behavior** Add direct grants for `agents:configure`, `agents:suggest-changes`, `skills:create`, `skills:suggest-changes`, `tools:manage_connections`, `tools:manage_profiles`, `tools:view_audit`, `audit:view_agent_actions`, `tools:use`, `tools:manage_runtime`, `inbox:manage`, `tasks:assign`, `tasks:assign_scope`, and `tasks:manage_active_checkouts` to new standard agents. Scope `tasks:assign_scope` to the agent’s reporting subtree. Keep existing agents and their grants unchanged. **Reason and benefit** New standard agents can complete agent setup and the requested tool, skill, inbox, and task workflows under existing route, scope, and approval checks. **Breaking changes** Existing agents keep their current permissions. There is no permission migration. Related PR: #12212 adds scoped grant routes. This PR changes the default grant. ## What Changed - Add the 14 requested direct grants in agent creation and approval activation. Keep them when invitation approval replaces grants, preserving explicit scopes. Remove them when an agent is deleted. - Apply defaults only to new agents. Remove the existing-agent permission migration, its snapshot, and its journal entry. Preserve existing scoped grants. - Add permission, scope, invitation, and existing-agent regression tests. Document all default and excluded permissions. - Prevent agent keys from creating, changing, or restoring host-executed process or local adapter command settings, and from restoring workspace commands through rollback. ## Verification - Run `node_modules/.bin/vitest run server/src/__tests__/agent-default-configure-grants.test.ts server/src/__tests__/invite-join-grants.test.ts packages/db/src/migration-snapshot-drift.test.ts`. All 15 tests pass. These cover new-agent defaults, unchanged existing grants, pending approval, invitation grants, and migration history. - Run `node_modules/.bin/tsc -p server/tsconfig.json --noEmit`. It passes. - Run `packages/db/node_modules/.bin/tsx packages/db/src/check-migration-numbering.ts` and `packages/db/node_modules/.bin/tsx packages/db/src/check-migration-safety.ts`. Both pass. - Confirm that this PR has no files under `packages/db/src/migrations/` in its final diff. - GitHub CI at `e8173b2c41` passes build, typecheck, server suites, browser shards, and canary verification. One unchanged OpenCode transport test reached its five-second timeout in the first Runner shard run. That test passes locally in 2.55 seconds. The shard passed on one retry. All 54 checks pass, with two expected skips. - Greptile gives this exact head 5/5. Security review passes. The PR has no unresolved review threads or merge conflicts. ## Risks - The 14 default permissions apply only to new standard agents. Existing permissions stay unchanged. Low trust and managed built-in agents are excluded. - New grants include connection, runtime, and active-checkout management. Existing company, responsible-user, scope, and approval checks remain in force. The default inbox grant carries a responsible-user-only scope so it cannot override another user's inbox settings. - Protected changes still need the responsible user's authority when that check applies. Company boundaries and approval gates still apply. - Agent-authenticated requests cannot configure process adapters or host command settings on local adapters. Known provider credential references remain allowed, as do narrow plain authentication overrides on new peers when the caller uses an AI connection pool. Arbitrary environment settings remain blocked. Board operators retain the host configuration paths. > I checked `ROADMAP.md`. This is a narrow fix to existing agent configuration behavior. ## Model Used - OpenAI Codex, GPT-6 series. This runtime did not expose its exact hosted model ID or context window. This revision uses OpenAI GPT-6 through Codex with tool use, code execution, and tests. The runtime does not expose the exact hosted model ID 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> |
||
|
DottaandFry
|
3ca196b0a6 |
feat(agents): persist agent files across tasks without revision history (#14420)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - An agent needs personal files across tasks and sessions. > - AGENTS.md is one file in that directory. Supporting files need the same persistence. > - The Instructions Editor and agent runs must share one current directory. > - Concurrent runs should apply only the files they change. The last sync of the same file wins. > - This pull request uses existing file transport and removes temporary copies after sync. > - Old instruction-only sessions keep their restore contract. New saves do not create revision history. ## Linked Issues or Issue Description Refs #14325. This replaces its revision-oriented design with persistent agent files. Keep #14325 unmerged. Transport prerequisite #14416 merged first at `d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master and remains below 100 changed files. Related work: #4513 and #8798 cover instruction tooling. This change handles run synchronization, cross-task personal files, browser editing, and old-session restoration. ## What Changed - Keep one current directory per company and agent. Point AGENT_HOME at a temporary working copy for each active run. Keep task files and provider HOME separate. - Restore text, binary files, and nested folders through workspace transport. Exclude remote agent files from task Git snapshots with a self-ignoring file inside the reserved runtime directory; never write through repository-controlled Git metadata. - Collect after the provider and child processes have stopped. Keep resumable conversation state. - Apply changed and deleted files under the agent lock. The last sync wins for the same file. Unrelated concurrent changes survive. - Remove temporary copies after successful sync, rejected sync, and staging failure. Register ownership before copying so restart recovery can remove interrupted preparation. Retry transient synchronization up to three times. Preserve the original remote lease reference until deletion succeeds; restart cleanup never acquires a replacement sandbox. Do not create captured directories or a conflict-review queue for new runs. - Keep browser editing, stale-draft protection, and streaming binary downloads. Keep the instruction entry and text editor limited to 1 MiB. - Keep historical agent-folder sync failures on their affected runs instead of repeating them above current saved instructions. Preserve legacy candidate review and current browser-save errors. Avoid duplicate quota warnings while retaining separate sync failures when they describe a different problem. - Require target-scoped caller grants for peer instruction access, while preserving self edits, responsible-user checks, and protected-change consent. - Treat full storage as a nonblocking run warning, never an agent pause or run-admission failure. Restore already-over-quota saved folders so ordinary agent cleanup can recover; warn on each run until cleanup. The run detail view shows the warning. - Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash large files as streams. Check editor-save quotas with metadata instead of hashing unrelated files. - Preserve old native inputs, instruction-only copies, paths, digests, and pending legacy candidates. Adopt old revision heads once. New writes do not append history rows. - Add idempotent migration 0287 and verify upgrades from the preview tables and receipts. - Add nine interactive stories under **Agents / Persistent files**, including automatic incoming edits, stale browser drafts, and storage-limit diagnostics. ## Verification - Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after merging current master and the landed transport prerequisite. Integration required no manual conflict resolution; the feature remains 99 changed files. Full workspace typecheck, production build, token gates, and 715 focused tests passed on this merge candidate. Fresh Greptile review is 5/5 with no unresolved findings. All 55 checks passed, with four conditional skips, including the build, typecheck, browser E2E, and canary dry run. A single retry recovered four jobs interrupted by runner shutdowns; no source changes were required. - Historical-warning UI fix: all 6,834 UI tests across 640 files passed, including regression coverage for three old failures, legacy preserved edits, and warnings scoped to the affected run. Full workspace typecheck, production build, Storybook build, and token gates passed. Browser-verified Storybook playtests passed for Historical Failures After Successful Save, Storage Limit, and Full Storage Run Warning. - Review follow-ups at `4e20c9fb2`: all 18 focused tests passed, including external Git directories, linked worktrees, symlinks, hardlinks, and distinct I/O failures alongside storage warnings. Server and UI typechecks, token gates, and the production build passed. - Storage warning regressions at `0724f3012`: all 33 directory tests and all five heartbeat-list tests passed, with no skips in their successful runs. They cover repeated runs while full, an already-over-quota saved folder, cleanup, warnings retained after unrelated save failures, and bounded warnings in large result JSON. Server typecheck passed after the final warning fixes. - Full workspace typecheck, production build, and token gates passed during this follow-up. Product E2E harness: 631 tests passed across 52 files; harness typecheck passed. Earlier native session/context and directory/legacy collection suites passed 537 tests; Runner unit/transport suites passed 329 tests. - **Real E2E at `0724f3012` (before this follow-up):** legacy local Codex and native Daytona Codex each passed six tasks, one server restart, seven independent assertions, and cleanup verification. Both prove browser-to-agent edits, agent-to-browser edits, nested/binary restoration, per-file last-sync-wins, a successful run after an oversized save rejection, and cleanup clearing the warning. - Native local Codex also passed the six-task quota flow before the final warning-retention fixes. That pass began at `918d1ed02` while the bounded-result warning fix was being edited, so it is not claimed as exact-final-head evidence. Its final-head rerun failed during embedded PostgreSQL bootstrap before any provider run: the macOS host had 87,365 of 87,381 SysV semaphores occupied. No unrelated services or kernel limits were changed. - The final-source report intentionally records **2/3 cells passed**, preserving the blocked native-local attempt: `tests/runner-e2e/results/agent-files-quota-final-20260928-report/`. Earlier failed attempts and provenance notes remain under `tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and the original campaign directories. - Daytona used immutable image `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf` and its exact Linux runner binary. Controller source is `0724f3012`; image source is recorded separately. - Legacy-session compatibility and all three ACP Stop/resume browser regressions passed on the prior validated feature head `169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same provider session is retained and interrupted writes are not replayed. Migration upgrade tests also passed earlier. - Nine interactive stories are under **Agents / Persistent files**, including **Full Storage Run Warning**. Its playtest and visual browser inspection passed; the warning states that runs continue and the editor remains available. - Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs skipped, no failures or pending checks. All eight browser E2E shards and their aggregate passed. Fresh Greptile review is 5/5 with no findings; all review threads are resolved, the security scan passed, and GitHub reports no merge conflicts. - The broad local follow-up test run was interrupted after host semaphore exhaustion affected isolated PostgreSQL instances. It also encountered the existing macOS long-path fixture failure and two timeout failures. This is not a claim that the full local suite passed. Logs are retained; focused storage/warning tests passed. ## Risks - A later sync can overwrite an earlier edit to the same file, including a saved browser edit. There is no text merge or retained version. This is the intended last-sync-wins policy. - A save that exceeds a storage limit is rejected and its temporary copy is discarded. The run itself continues normally, and later runs restore the last saved files with a warning until cleanup. Transient sync failures get bounded retries. An I/O failure partway through a sync can leave some files updated; a failed receipt does not claim whole-folder success. - Larger folders increase copy time, network traffic, and temporary disk usage. Active runs still need working copies. Terminal runs do not accumulate archives. Operators must provision disk for agents and configured concurrency; these limits are not company-wide quotas. - A restored old native session remains instruction-only until a fresh session starts. Its original conflict fence and existing pending candidates remain compatible. - Provider processes close at the collection boundary. Conversation resume remains available, but warm process reuse is lost. - Backups must include the instance filesystem and database. External bundles keep their existing behavior until explicitly moved to managed storage. ## Model Used OpenAI Codex, GPT-6 family. The session does not expose a more specific model ID or context-window size. Reasoning, code execution, and browser tools assisted this change. Real provider E2E uses `gpt-5.6-sol`. ## 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: Fry (Paperclip) <noreply@paperclip.ing> |
||
|
DottaandPaperclip
|
4b6de5327e |
Remove cheap model profiles (#12683)
## Thinking Path > - Paperclip manages agents that use different model providers and adapters. > - Paperclip must keep agent execution rules clear and predictable. > - The cheap-model profile added a second execution mode across adapters, task recovery, APIs, and the UI. > - That mode increased configuration and recovery complexity. > - This pull request removes the cheap-model profile as a product feature. > - The benefit is one model-selection path for normal work and recovery work. ## Linked Issues or Issue Description **What existing behavior does this improve?** This change simplifies model selection across agent configuration, task execution, recovery, and adapter capabilities. **Current behavior** Paperclip exposes cheap-model profiles in adapter metadata, agent runtime configuration, task overrides, recovery rules, APIs, and the board UI. Recovery work can select a different model profile from the agent's configured model. **Proposed behavior** Paperclip uses the agent's configured model for normal work and recovery work. Status-only recovery stays limited to coordination work. The API rejects legacy model-profile configuration. A migration removes stored model-profile values from existing agent, issue, and historical revision records. **Reason and benefit** One model path reduces configuration, API, UI, and recovery complexity. It also prevents status recovery from becoming a separate product-level model-routing feature. **Breaking changes** This change removes model-profile fields and adapter capability metadata. Existing stored model-profile values are removed by an idempotent migration. The validators reject new legacy profile values with clear errors. ## What Changed - Removed model-profile types, adapter capabilities, API fields, and model selection logic. - Removed cheap-model controls from agent and task UI surfaces. - Kept status-only recovery limited to coordination context while normal continuations use the configured agent model. - Added an idempotent migration that removes stored model-profile values from agents, issues, and configuration revisions without changing issue update timestamps. - Updated tests and product documentation for the single-model behavior. ## Verification - `pnpm check:token-gates` passes. - `pnpm -r typecheck` passes. - `pnpm build` passes. - `pnpm test:run` completed with 5,607 passing tests and 8 environment-sensitive failures in unrelated fixed-port and database-deadlock suites. The same failures repeated in an isolated rerun. CI is the final clean-room result. ## Risks - This is an intentional breaking change for clients that send model-profile fields. - The migration changes legacy agent, issue, and configuration-revision JSON. It is idempotent and preserves unrelated fields and issue update timestamps. - The change is cross-cutting because the removed feature existed in adapters, shared contracts, the server, plugins, and the UI. > 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 with `gpt-5`. Reasoning and tool use were enabled. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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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|
scotttong
|
815e49bb7c | feat: make chat-style tasks the default experience (#11101) | ||
|
Devin Foley
|
dc12197cce |
fix: prevent duplicate built-in agents and self-heal reconciliation (#10223)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Every company is auto-provisioned a set of built-in agents (e.g. the
Summarizer), and a startup reconciler keeps that set correct across
every company on boot.
> - Provisioning marks these agents with
`metadata.paperclipBuiltInAgent.key`, but nothing in the database
enforced one active agent per `(company, key)` —
`provision()`/`ensure()` did a check-then-insert with no guard.
> - Two concurrent server processes (e.g. a `tsx watch` double-boot)
could both read "no summarizer exists" and both insert, leaving a
company with duplicate built-in agents plus paired orphan pending
`hire_agent` approvals.
> - That data blemish then became a recurring outage: `findSingleAgent`
throws on >1 marked row, and because the throw escaped
`reconcileBuiltInAgentsOnStartup`'s sequential loop, **every company
after the affected one was silently skipped** on each boot — no
auto-provisioning, no default grants — until manual DB surgery.
> - This pull request closes the race at the database level and makes
reconciliation self-healing and fault-isolated.
> - The benefit is that concurrent provisioning can no longer create
duplicates, and even pre-existing duplicates are resolved automatically
instead of bricking startup reconciliation for unrelated companies.
## Linked Issues or Issue Description
- [x] I searched the GitHub PR list (open and recently closed) for
similar PRs and confirmed this is not a duplicate.
No public GitHub issue exists; describing the bug in-PR (bug-report
shape):
**What happened**
A dev instance booted with two concurrent server processes. Both ran
built-in agent provisioning for the same company at the same time, and
the check-then-insert in `provision()`/`ensure()`
(`server/src/services/built-in-agents.ts`) let both writers see "no
summarizer exists" and each create one — the company ended up with two
identical Summarizer agents (identical `paperclipBuiltInAgent` markers)
plus two paired pending `hire_agent` approvals.
From then on, **every** server boot logged:
```
ERROR: startup reconciliation of built-in agents failed
Multiple built-in agents found for summarizer (built_in_agent_duplicate_instance)
```
because `findSingleAgent` throws on >1 marked row rather than resolving
the duplicate. Worse, `reconcileBuiltInAgentsOnStartup` loops companies
sequentially and the throw escaped the loop, so every company *after*
the affected one was silently skipped on every boot.
**Expected behavior**
1. Concurrent provisioning must not create duplicate built-in agents
(there was no DB uniqueness constraint on the marker key per company).
2. Reconciliation should be resilient: if duplicates exist anyway,
self-heal (keep the oldest row, terminate the newer dupe, cancel its
orphan pending `hire_agent` approval), and never let one bad company
abort reconciliation for the rest.
**Steps to reproduce**
- Race two `provision(companyId, "summarizer")` calls for a company with
board approval for new agents enabled (or simulate a double-boot); both
insert.
- Restart the server → startup reconciliation error fires, companies
later in the loop are never reconciled.
## What Changed
**Part 1 — stop creating duplicates**
- Migration `0192_built_in_agent_unique_marker` adds a **partial unique
index** on `(company_id, metadata->'paperclipBuiltInAgent'->>'key')`
where the marker exists and `status != 'terminated'`. It first resolves
any pre-existing duplicates (keep oldest by `created_at`, terminate
newer dupes, cancel their orphan pending `hire_agent` approvals, revoke
their API keys) so the index can be created on already-affected
instances.
- `provision()`/`ensure()` now catch the losing race's `23505` unique
violation (walking the driver's wrapped cause chain) and re-resolve to
the winning row instead of surfacing the error.
**Part 2 — resilient reconciliation**
- `findSingleAgent` self-heals: keeps the oldest marked row, terminates
the newer duplicates, and cancels each one's orphan pending `hire_agent`
approval (idempotent) instead of throwing.
- `reconcileBuiltInAgentsOnStartup` isolates per-company failures in
both loops so one bad company can't abort reconciliation for the rest;
it surfaces a `companyFailures` count in the startup log.
- Adds `approvalService.cancel()` for system-initiated cancellation of
an orphan approval.
## Verification
- `pnpm --filter @paperclipai/db run check:migrations` → numbering +
safety checks pass.
- `packages/db` migration test (real embedded Postgres) — seeds
pre-index duplicate state, runs the migration, asserts dupes resolved +
index enforced: **1 passed**.
- `server` `built-in-agents.test.ts` — self-heal, concurrent races
(plain and board-gated), and startup
self-heal-without-aborting-later-companies: **34 passed**.
```
pnpm --filter @paperclipai/db exec vitest run src/built-in-agent-unique-marker-migration.test.ts
pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts
```
## Risks
- **Migration safety**: the migration mutates data (terminates duplicate
rows, cancels their orphan pending approvals, revokes their API keys)
before creating the index. It keeps the oldest row per `(company, key)`
and only touches non-terminated marked rows; the destructive step is
covered by the migration test and the safety-check baseline. On a clean
instance it is a no-op cleanup followed by `CREATE UNIQUE INDEX IF NOT
EXISTS`.
- Otherwise low risk: the unique index is partial (excludes terminated
rows, so re-provisioning after a termination stays possible), and the
conflict handling degrades gracefully to re-resolving the existing
winner.
## Model Used
Claude Opus 4.8 (`claude-opus-4-8`), 1M context window, extended
thinking, with tool use.
|
||
|
Devin Foley
|
176a9e8230 |
fix(built-in-agents): allow first-time setup of a needs_setup built-in under board-approval policy (#10129)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Companies can require **board approval for new agents**; built-in agents (e.g. the Reflection Coach / Briefs) are provisioned through the `built-in-agents` service `provision()` > - Some built-in agents are *auto-provisioned* as a hire that, once approved, resolves to an idle agent row whose `adapterConfig` is still empty — status `needs_setup` > - When the board operator then opens that agent's setup dialog and submits the adapter config, `provision()` saw `adapterType`/`adapterConfig` on an already-existing row and classified it as a **reconfiguration**, throwing a dead-end 409: *"Built-in agent adapter changes require board approval before they can be applied."* > - The operator *is* the board, so there was no one left to grant an approval they already implicitly hold — setup could never be completed > - This pull request treats first-time adapter setup of a `needs_setup` built-in as the first-time configuration it actually is, applying it directly while still gating genuine reconfiguration of a live agent > - The benefit is the board can finish setting up an auto-provisioned built-in agent without hitting an unsatisfiable approval wall ## Linked Issues or Issue Description <!-- No public GitHub issue exists; describing the underlying bug in-PR following the bug_report template. --> **What happened?** With "require board approval for new agents" enabled, completing the adapter setup of an auto-provisioned but unconfigured built-in agent (status `needs_setup`, e.g. the Reflection Coach) failed with a 409 — *"Built-in agent adapter changes require board approval before they can be applied."* — even for the board user. Because the operator *is* the board, no additional approver existed, so setup was permanently blocked. Root cause: in `builtInAgentService.provision()`, any request carrying `adapterType`/`adapterConfig` against an existing row was treated as a reconfiguration and gated, regardless of whether that row had ever completed its initial adapter setup. An auto-provisioned hire resolves to an idle row with an empty `adapterConfig` (`needs_setup`), so its very first configuration was misclassified. **Expected behavior** The board can complete first-time setup of an already-sanctioned built-in agent without a fresh approval, matching the behavior when board approval is not required. Genuine reconfiguration of an already-configured (`ready`/`paused`) agent should still require approval. **Steps to reproduce** 1. In a company with `requireBoardApprovalForNewAgents` enabled, have a built-in agent auto-provisioned so its row exists but its adapter is unconfigured (status `needs_setup`). 2. As the board user, open that agent's setup dialog and submit an adapter type + config. 3. Observe the 409 "Built-in agent adapter changes require board approval before they can be applied." with no way for the board to grant the approval. **Deployment mode** Local single-instance / self-hosted (server `built-in-agents` service). ## What Changed - `server/src/services/built-in-agents.ts`: In `provision()`, when the existing built-in row has **not** yet completed adapter setup (`!hasCompleteAdapterConfig(...)`, i.e. `needs_setup`), first-time adapter configuration now applies directly via `ensure()` — the same path used when board approval is not required. The hire that created the row was already sanctioned, so no fresh approval is required. - Reconfiguration of an already-configured (`ready`/`paused`) built-in agent stays gated behind board approval exactly as before, and `pending_approval` rows are handled before the new branch. - `server/src/__tests__/built-in-agents.test.ts`: Added a regression test — under `requireApproval: true`, completing first-time setup of a `needs_setup` built-in returns `approval: null`, transitions the agent to `ready`, and creates **no** approval row. ## Verification ```bash cd server npx vitest run src/__tests__/built-in-agents.test.ts # Test Files 1 passed (1) # Tests 31 passed (31) ``` - New test `completes first-time setup of a needs_setup built-in without a fresh board approval` passes. - Full `built-in-agents.test.ts` suite (31 tests) passes, including existing tests that assert genuine reconfiguration of a configured agent **remains** gated. ## Risks Low risk. The change narrows an over-broad approval gate: it only opens the direct-apply path for rows that have never completed adapter setup (`needs_setup`), determined by the existing `hasCompleteAdapterConfig` predicate that already drives `deriveBuiltInAgentStatus`. Already-configured (`ready`/`paused`) agents, and `pending_approval` rows, are unaffected and still gated. No schema or migration changes. ## Model Used Claude Opus 4.8 (`claude-opus-4-8`), 1M context, extended thinking, with tool use / 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 (searched my open PRs and compared patch-ids — no duplicate exists) - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have considered and documented any risks above - [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 |
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1f1f545238 |
feat: add built-in summarizer and summary slots (#9713)
## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. **Problem** Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. **Proposed capability** Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. **Expected behavior** - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
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0f5f461729 |
Avoid startup crash when Reflection Coach assets are missing (#9351)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server has built-in agent definitions that are loaded during startup and used to provision optional operational agents such as Reflection Coach > - Reflection Coach stores richer stock instructions, a routine description, and a bundled skill as markdown assets outside the TypeScript module body > - A deployed server can fail before it is healthy if one of those copied markdown assets is absent from `server/dist` > - A recent build fix preserves those assets during normal server builds, but runtime should still degrade gracefully if a packaged asset is missing or unreadable > - This pull request adds resilient loading for built-in Reflection Coach assets and keeps a minimal compiled fallback available > - The benefit is that a missing optional built-in agent file no longer turns into a process-wide startup crash ## Linked Issues or Issue Description Bug fix. No public GitHub issue found for this exact startup crash. - Related public PR: #9339 - What happened: the server could throw `ENOENT` while importing the built-in agent service if `server/dist/built-ins/agents/reflection-coach/AGENTS.md` was missing from a deployed build. - Expected behavior: the server should keep starting, log that the built-in asset was missing, and use safe fallback text for the optional built-in agent resource. - Steps to reproduce: build the server, remove the compiled Reflection Coach `AGENTS.md` asset from `server/dist`, then import/start the server path that loads built-in agent definitions. - Paperclip version/commit: reproduced against a deployed build containing the Reflection Coach built-in agent assets; fixed against current `master` after #9339. - Deployment mode: Node server deployment using compiled `server/dist` output. ## What Changed - Added built-in agent text loading that checks the compiled asset path first, then source/package fallback paths, then a minimal compiled-in fallback string. - Added fallback text for Reflection Coach instructions, routine description, and bundled skill content so startup does not depend on optional markdown assets being present. - Added regression coverage for readable candidate selection and missing-file fallback behavior. ## Verification - `pnpm -w exec vitest run server/src/__tests__/built-in-agents.test.ts` — 1 test file passed, 24 tests passed. - `pnpm --filter @paperclipai/server build` — server TypeScript build completed and copied `src/built-ins` into `dist/built-ins`. - Manual smoke: temporarily moved `server/dist/built-ins/agents/reflection-coach/AGENTS.md`, imported `server/dist/services/built-in-agents.js` through the repo-pinned `tsx` runtime, and confirmed Reflection Coach definitions still loaded with output `reflection-coach:3732`; the asset was restored afterward. ## Risks Low risk. The normal path still uses the full packaged markdown assets. The fallback path is only used when those files are missing or unreadable, and it logs a warning so packaging drift remains visible. ## Model Used OpenAI GPT-5 Codex coding agent, with repository tool access and shell-based verification. Exact context window was not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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8b6a06ee25 |
[codex] Add built-in agents and Reflection Coach bundle (#9206)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were 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 - [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> |