25 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	30b753f614	perf(budgets): scope accounting and deliver enforcement asynchronously (#17046) ... ## Thinking Path > - Paperclip manages AI agents and their paid work. > - Budgets must prevent new work and stop reported overruns. > - Cost settlement also ran serial lifecycle reconciliation for every eligible company agent. > - That made request latency grow with unrelated idle agents and delayed results on stop delivery. > - This change separates atomic admission and accounting from durable asynchronous enforcement. > - Scoped live usage detects overruns without writing provisional ledger charges. > - The result is constant query scope for ordinary settlement and recoverable stop delivery. ## Linked Issues or Issue Description **What happened?** Settlement and budget checks entered company-wide lifecycle reconciliation. A company with 1,000 unrelated idle agents performed 1,001 accounting transactions for one ordinary cost evaluation. User requests could also wait for provider termination. Running usage checkpoints did not enforce reported monetary exposure. **Expected behavior** Keep the final reservation gate authoritative. Commit charges, scope blocks, and enforcement intent before returning. Deliver stop requests after commit. Read only applicable policies and execution scopes for ordinary charges. Stop long-running work when supported reported or priced usage establishes an overrun. **Steps to reproduce** 1. Create a disposable company with one company budget and idle agents. 2. Evaluate a charge below the budget with 0, 17, and 1,000 unrelated idle agents. 3. Compare query counts, company accounting transactions, and duration. 4. Use the controlled partial-usage and delayed-stop fixtures to check enforcement and request responsiveness. **Paperclip version or commit** The measured baseline is `6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837` from `master`. Related public work: Refs #16976, #2006, #3539, #13763, #14296, #16853, #13075. These cover the affected service charge, cancellation, and accounting paths. This change removes their shared reconciliation overhead. ## What Changed - Batch applicable policy exposure under the existing company accounting lock. Preserve exact fractional money and zero-reservation dispatch fences. - Commit a durable final budget dispatch claim before provider I/O. Retain a separate final issue/run ownership transaction through synchronous handoff, without holding the company accounting lock or awaiting provider work. Preserve native recovery lease checks and duplicate handoff fencing. Browser handoff rechecks current policy; it reuses a consumed rate slot only for the identical policy generation. - Separate ledger spend, live observed spend, and effective held capacity. Use the maximum of reservation and live observation for each unfinished operation. - Deliver budget cancellation through the existing coordinator. Revalidate generations and persist queued/running stop fences before external termination. Bound stop concurrency to four. - Apply agent holds only to the affected agent. Project budgets leave other projects running. Project real company transitions in bounded lifecycle batches. - Replace periodic broad reconciliation with durable pending work, startup repair, receipt replay, and concrete retry/window deadlines. Retain drain and idle-safety checks. - Enforce accepted cumulative usage checkpoints without provisional charges. Final accounting atomically replaces live exposure and settles reservations. - Add operator-gated budget spans, regression coverage, map updates, and a real-PostgreSQL comparison harness. No schema or first-party telemetry change. ## Verification - Full workspace `pnpm -r typecheck` passes on the final ownership fix, rebased onto `bbcf5dfe98`. Production `pnpm build` passes on final head `4c5f4de8b1`. Map, module-boundary, token, and Storybook catalog checks pass. - Focused real-PostgreSQL coverage includes the 292-case rebased accounting/dispatch run, 63 browser cases, 52 run-control/cancellation cases, 42 policy-generation cases, 77 lifecycle/commentary cases, and the exact Muse confirmation regression. Native executor unit coverage passes all 768 cases. Final ownership coverage passes: 74 adapter/use-case cases, nine public regression cases, and the additional deleted-project race. These exercise competing ownership, budget changes and charges between phases, zero/nonzero duplicate claims, rollback, recovery contention, read-only capacity rechecks, and controlled HTTP startup after commit. Another 74 pure/startup/tracing cases pass. The complete CI matrix and both 5/5 reviews passed on `1ac9b58`; its external security scan identified a stale-owner handoff race. The final fix restores synchronous issue/run ownership fencing after the accounting transaction commits. Final head `8e84f55ce8` has fresh Greptile 5/5 with zero new comments, Paperclip review 5/5, and a passing security scan. The complete latest-head [CI matrix](https://github.com/paperclipai/paperclip/actions/runs/39535189808) passes, including budget, browser, Runner, build, and canary jobs. The unchanged Runner close fixture passed on its sole same-head job retry. - Broad local `pnpm test:run` invocations were stopped before required source updates (rebase and review fixes). They are not claimed as full passes. Final full-suite coverage comes from the complete latest-head CI matrix; local focused coverage and the incomplete broad invocations are reported separately. - Reproduce performance with `pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-budget-enforcement.ts --baseline-ref=6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837`; repeat with `--reverse`. The harness uses disposable real PostgreSQL, 20 warm samples per variant/count, and records raw timings, SQL/lock counts, agent reads, unchanged agent state, and query plans. Final production-source measurement revision: `eff713a4f72c7f4b7a4002a701cb481d4bfccd95`; the extended harness is committed in `4c5f4de8b1`. | Unrelated idle agents | Baseline median / p95 | New median / p95 | Baseline SQL / locks | New SQL / locks | New agent reads | | --- | ---: | ---: | ---: | ---: | ---: | | 0 | 1.80 / 2.33 ms | 2.99 / 3.88 ms | 5 / 1 | 7 / 1 | 0 | | 17 | 15.53 / 19.55 ms | 2.24 / 2.60 ms | 90 / 18 | 7 / 1 | 0 | | 1,000 | 978.35 / 1,790.43 ms | 2.16 / 2.52 ms | 5,005 / 1,001 | 7 / 1 | 0 | - These measurements use local PostgreSQL 18.1 and Node 26.4.0 arm64. They isolate the cost-evaluation core and complete admission path, without hosted-region or provider latency. Prior-revision reversed-order controls also preserved the constant query counts; the final measurements above use the final production source. - Complete reserve → final ownership gate → immediate offline provider result is measured separately, with one responsible agent and one active operation at each unrelated-agent count. Admission p95 baseline/new: 0 agents **11.54 / 29.77 ms**; 17 agents **9.31 / 27.62 ms**; 1,000 agents **24.51 / 74.05 ms**. Baseline admission was already scoped; the stronger final fence adds bounded overhead. New counts stay constant at 53 Drizzle statements, three transactions, two company-accounting locks, and five agent-reading statements bound to the responsible agent. Zero unrelated-agent reads, exactly one provider callback per sample, and no leftover runs or holds. All admission scenarios stay below 250 ms. No external provider calls are included. - The partial-usage/delayed-termination fixture passed 20/20: receipt persistence p95 13 ms, receipt return to observed durable Stop fence p95 28 ms, complete receipt-start-to-fence p95 50 ms, unrelated database request p95 1 ms while termination was blocked. After releasing the controlled termination fixture, acknowledgement p95 was 14 ms. These are separately measured phases; fixture acknowledgement is not live-provider termination latency. - Models and provider deadlines are unchanged. No deployment, live inference, or staging acceptance is claimed. A quiet 30-minute follow-up waits for the merged revision on staging, then repeats classifier and controlled budget-stop acceptance in staging, recording hosted bookkeeping, queue delay, and actual provider acknowledgement separately. - Development failures retained: finalizer notification regressions (fixed; 27/27 affected cases passed), invalid browser admission fixture assumptions (fixed; browser coverage now passes 63/63), and first-head lifecycle/dispatch CI regressions (reproduced and repaired). A prior-head Cases E2E test hit its unchanged announcement-dismiss handler race while opening a filter; the same journey passed on `1ac9b58`. The external security review then found a stale-owner race between accounting commit and provider entry; final verification covers a competing run in that gap while retaining provider I/O outside the accounting lock. Early PostgreSQL startup attempts hit local semaphore pressure; serial reruns succeeded. The final-head Runner lane had one failure among 1,823 tests: the unchanged `timeout-attachment` fixture failed at its first process close after 6.28 seconds. The sole same-head job retry passed all 1,819 active tests (four skipped), including that fixture in 1.85 seconds. Three isolated local probes could not run correctly because the Rust fake-provider fixture binary was absent; cleanup masked the original startup failure. CI builds that fixture through its normal lane. These probes are inconclusive and are not counted as passes. ## Risks - This changes accounting, lifecycle, and cancellation ordering. Durable generations, source/sequence checks, ownership leases, and company locking remain required for correctness. - Provider stop acknowledgement can be slow or fail. Stop intent remains pending until existing termination proof succeeds; cancelled row status alone does not acknowledge delivery. - Mid-run limits depend on provider usage reports or supported price calculations. Providers that report only at completion cannot provide exact mid-call detection. - Signals are process-local wake hints for the supported single-active-writer model. Durable state and startup recovery remain authoritative. - There are no migrations, new queue tables, or cached balances. Repeat the classifier and controlled budget-stop acceptance after normal rollout. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution, and parallel coding agents. The host does not expose the exact backend model revision or context-window size, so those values are not asserted. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-21 07:23:00 -05:00
DottaandPaperclip	2c96f76780	feat(connections): add model-backed prompt injection prevention ... Add opt-in OpenRouter checks at existing tool-result boundaries with regex fallback, service accounting, and settings on Connections. Make migration 0362 safe to replay over existing or partially applied schema state. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-20 11:32:25 -05:00
3 people	1b4c803816	fix(costs): preserve usage attribution and explain unavailable run costs (#15948) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The cost ledger records usage and controls agent budgets. > - Some runs lose the selected model or API billing category before their usage reaches the ledger. > - The dashboard reports missing costs but does not identify the affected runs or the available actions. > - This pull request preserves usage attribution and adds a compact view of cost gaps grouped by agent. > - Operators can inspect runs, open agent settings, and record saved costs without starting new agent work. ## Linked Issues or Issue Description Refs #15634, #11938, #15879. This follows the merged subscription reporting in #15634. The older proposal in #11938 addresses part of ACP model attribution. This change also rejects conflicting models across a turn, fixes credential-backed billing capture, and explains cost gaps in the existing dashboard. The Pi receipt recovery work in #15879 covers a separate adapter recovery path. This PR preserves unresolved receipts and does not recover provider usage or reprice past entries. **What happened?** ACP results use the requested model even when the runtime selects a model. Native and OpenCode API runs can report unknown billing despite a matching API credential. The dashboard shows notices without links to the affected runs. These gaps make API and subscription totals harder to interpret. **Expected behavior** Record the model selected by the runtime. Identify API billing only from a matching credential. Keep costs unresolved when reliable usage or pricing is absent. Show the affected agents and runs. Offer an accounting retry only when saved evidence is ready. **Steps to reproduce** 1. Run an ACP agent with its model left unset, or use a matching API credential with a native or OpenCode agent. 2. Inspect the recorded model and billing category for the run. 3. Open Costs Overview for a period with unpriced usage or terminal runs awaiting receipts. 4. Inspect the notice and try to find the affected run or the relevant agent settings. **Paperclip version or commit** Current master at `657e71584a0`. The patch is rebased on that commit. **Deployment mode** Self-hosted server and local development. The cost detail tests use a disposable PostgreSQL database. ## What Changed - Preserve the runtime-selected ACP model in checkpoints and final results. Conflicting models across one turn remain unpriced. - Share credential-backed API billing checks across native and OpenCode results. Keep unknown billing when the provider and credential do not match. - Add company-scoped cost detail and accounting retry endpoints. Board viewers can read details but cannot retry. Agents and foreign companies are denied. - Limit each detail category to 25 entries. Use one consistent database snapshot and sparse indexes matching the filters and sort order. Add the unknown-billing count to the existing summary query. - Replace the notice with an expandable count line. Group entries alphabetically by agent. Show the saved blob icon, link each name to configuration, and put run and retry links beside the date. - Preserve estimate and unavailable-price labels on Providers and Billers; keep retry confirmation after the resolved notice disappears. - Fetch details only while expanded. Retain the last loaded details after a refresh error. Retry saved accounting only; do not rerun the agent. - Add capture, database, authorization, UI, and Storybook coverage. Update the implementation contract and cost reporting guide. ## Verification - `pnpm -r typecheck` passed after rebase. - `pnpm build` and `pnpm build-storybook` passed after rebase. - `pnpm check:token-gates` and `git diff --check` passed. - 1,086 focused tests passed across 17 files. These cover ACP, native and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI, Costs UI, and existing accounting regressions. - Desktop and mobile browser checks passed during UI review. They cover lazy expansion, alphabetical groups, loaded blob icons, configuration and run links, keyboard retry, and layout overflow. - `pnpm test:run` was attempted with command-scoped `init.defaultBranch=master` for Git fixtures. It was stopped after a native session recovery failure reproduced on unchanged base `657e71584a0` (`archives a damaged prior epoch before completing guarded same-task replacement with real runnerd`). An MCP upload case failed in the broad run but passed in isolation on both the base and PR branch. These local limitations do not affect the 1,086 passing focused tests. - Current-head CI is green, including all unit test lanes, serialized server suites, runner checks, typecheck, build, policy, and eight browser shards. Apex re-review is 5/5 on `56de60effdb`; all four original findings are addressed and every review thread is resolved. - PostgreSQL applies migration `0333` in the integration fixtures. EXPLAIN ANALYZE on the production detail statements uses the new sparse indexes behind 5,000 healthy records in each table. - Ten provider/biller card cases cover missing and estimated prices; the retry test covers row removal and notice unmount. A live Storybook browser check verifies the confirmation and updated count. - Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality Details** to inspect the production page with representative fixtures. ## Risks - Model and billing metadata change for future runs. Estimates still require complete usage and a supported price. No past cost amount is rewritten. - A missing final receipt remains unresolved for budget checks. The display changes after fifteen minutes; that time limit never authorizes settlement. - Accounting retry is a write action. It retains the existing company checks, receipt fences, idempotency, and audit logging. - Detail reads are bounded and run only after expansion. They poll every 30 seconds while open. No provider probe or new summary query is added. - Migration `0333` adds two partial indexes; it changes no stored cost amounts or table columns. Index creation scans the existing tables and may briefly block writes during deployment. No lockfile or workflow change is included. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code editing, browser checks, and test execution. The exact serving model ID, reasoning setting, and context window were 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: Codex <noreply@openai.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-11 22:48:29 -07:00
DottaandPaperclip	a7dd5284b5	feat: add company fast-response acknowledgements (#15748) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human messages start agent work through task, chat, and external-channel intake. > - Agent startup can delay the first visible response. > - A small direct model call can acknowledge the request while normal work starts. > - This response must remain separate from evidence that the agent answered or completed work. > - This pull request adds optional company-wide fast responses with durable receipts, access checks, and cost accounting. > - Users receive prompt acknowledgement without changing the agent execution path. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: database, shared contracts, server orchestration, connections, and UI. **Problem or motivation** Users can wait for an agent to start before they receive a contextual response. Generic progress messages do not confirm what the user asked. An acknowledgement must not falsely complete work or satisfy an unanswered turn. **Proposed solution** Add a disabled-by-default experimental fast-response model using an existing shared API connection. Generate one short acknowledgement for each accepted human turn. Use the existing agent identity and external publication outboxes. Retain platform provenance and account for the inference independently. **Alternatives considered** Running the acknowledgement through the agent runtime adds startup latency. Restricting implementation to OpenRouter leaves other existing API connections unsupported. This change supports all existing API connections and uses OpenRouter for live verification. **Roadmap alignment** This extends existing agent communication and connection settings. ROADMAP.md and open pull requests were checked. No duplicate fast-response implementation was found. The maintainer supplied the feature plan directly. ## What Changed - Add Experimental fast responses to instance settings. Keep the feature off by default. Enforce the flag at intake, dispatch, and publication. - Move Decision model and Fast response setup to company Settings → Connections when the experiment is enabled. Place Connections below Environments. Separate the model sections with clear headings and a divider. Keep Decision model in General when the experiment is off. Route Costs setup links to the available settings page. - Make the acknowledgement prompt a multiline template string. Ask for a brief, positive response in the user’s language. - Add settings, connection/model selection, sponsorship, fixed-sample testing, and Costs history. - Add a Vercel AI SDK text service for existing native, routed, Bedrock, and local API connections. - Add durable per-turn requests, a bounded worker, a three-second admission deadline, and one inference attempt. - Integrate task creation, task and agent chat, steering, queued follow-ups, experimental board chat, shared chat intake, and email. - Preserve receipt provenance and exclude receipts from completion, recovery, interaction resolution, and agent wakeups. - Recheck authorization, source validity, real replies, budgets, and destination binding before publication. Preserve accounting for suppressed or uncertain outcomes. - Add provider contracts, database race tests, channel outbox tests, UI tests, Stories, and documentation. Keep decision-model execution unchanged. ## Verification - Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after rebase. The UI typecheck and build also pass after the final navigation fixes. All 37 focused navigation tests pass. The first full local `pnpm test:run` invocation reported seven chat failures. All seven passed in isolated reruns after fixture updates and host cleanup. This invocation was stopped after the full final-head CI suite passed. - Initial local database tests hit macOS shared-memory exhaustion. A diagnostic confirmed `shmget: No space left on device` with the system limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were reclaimed. The isolated rerun passed all 31 fast-response and channel tests. The two additional Slack regression cases also passed in a separate rerun. No active database was stopped. - UI token gates pass. Provider contract tests cover all supported API connection types. Fast-response tests cover uniqueness, authorization, budgets, expiry, cancellation, restart, real-reply races, and the experimental flag. - The test drive verified that disabling the experiment hides Connections and redirects its direct URL. Enabling it restores the saved OpenRouter setup. After restart on the final commit, the OpenRouter settings sample returned “Sure, I’ll take care of fixing the border around the settings panel.” in 428 ms. It used 260 input and 31 output tokens and recorded $0.0000576 in reported cost. - Earlier live OpenRouter verification produced a receipt in 1.013 seconds for a new task. The real agent then supplied its substantive answer. A separate settings test took 1.34 seconds, used 246 input and 23 output tokens, and recorded $0.0000361. - Live Slack verification on final commit `24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial task and a follow-up in a disposable bot DM. The initial acknowledgement appeared 2.405 seconds after the Slack message and 1.413 seconds after durable acceptance; the follow-up appeared in 2.322 seconds and 1.160 seconds respectively. The recorded generation/settlement durations were 898 ms and 697 ms. The initial call used 291 input / 39 output tokens and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035. - The Slack acknowledgements retained the assigned agent identity and `origin: fast_response`, source-turn references, and no fabricated run ID. A status snapshot after the initial receipt showed the task still `in_progress` with its real execution run. The agent then read the CSV fixture and correctly reported two ready items, two blockers, and their owners. Both replies stayed in the originating DM, and no duplicate generic working message followed the delivered contextual acknowledgements. The `new` command started a fresh conversation session without generating a fast response. - An earlier eligible Slack turn generated a response but suppressed publication. Its reported cost was retained, generic progress remained, and the real agent completed the requested result. This is recorded separately from the two delivered acknowledgements; the history did not expose a precise suppression reason. - Slack verification used real signed provider events, the existing intake/publication paths, and a user-approved temporary webhook-only HTTPS tunnel. Subscriptions were limited to direct-message events. The test bot was paused and the tunnel stopped afterward. Live channel/group-thread and GitHub journeys remain unverified; their mocked tests cover intake, destination binding, publication, and continued underlying work. - Greptile reviewed final commit `24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review findings are fixed and all threads are resolved. [Final-head CI run](https://github.com/paperclipai/paperclip/actions/runs/38060015730) passed. This includes grouped server/chat/workspace tests, serialized suites, runner checks, browser journeys, typecheck, build, release registry, policy, and the canary dry run. - Manual check: enable Experimental fast responses. Open company Settings → Connections. Select a shared API connection and model. Save and use Test response. Submit a task message and confirm that its receipt does not complete the task. ## Risks - The migration adds receipt and configuration tables plus accounting references. It uses idempotent statements and follows the current migration sequence. - A slow provider, authorization change, or real-agent reply can suppress an acknowledgement. Existing progress feedback remains available. - Unknown provider billing retains a reservation until reconciliation. External deliveries with uncertain outcomes must not be blindly repeated. - Live Slack initial-task and follow-up DM journeys pass. Live Slack channel/group-thread and GitHub journeys remain unverified. The PR remains a draft and records these gaps. Final-head repository CI and automated review pass. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser interaction. The runtime does not expose an exact model snapshot ID or context-window size; these are not asserted. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-10 13:09:17 -05:00
Devin FoleyandPaperclip	98e3cec78e	feat(costs): report monthly subscriptions beside API spend (#15634) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Costs page reports API charges and subscription token usage. > - Subscription runs do not show the recurring fee paid for the account. > - Several agents can share one paid seat, so a fee per agent would overstate cost. > - This pull request identifies connected subscription accounts and reports each monthly fee once. > - Users can compare API spend and subscription costs, see uncertainty, and enter their actual price. ## Linked Issues or Issue Description Refs #498 and #3406 for related subscription reporting needs. This change does not add subscription budget enforcement or automatic optimization. Related prior approaches: #10544 and #11104 proposed API-equivalent token costs for subscription work. This PR reports recurring account fees separately from usage charges and budgets. A search found no open PR for monthly account fee reporting. **Subsystem affected** Costs, managed AI connections, shared contracts, database schema, and board UI. **Problem or motivation** An organization can pay for subscriptions even when included runs record no additional dollar charge. The Costs page cannot show that monthly commitment or distinguish a shared paid seat from several separate seats. **Proposed solution** Discover account identity from the managed connection selected for a run. Use exact known plans for labeled monthly list-price estimates. Keep ambiguous plans and unconfirmed identities unpriced until the user supplies a price. Sum current monthly fees separately from date-filtered API charges and token usage. **Alternatives considered** A fee per agent double-counts shared accounts. Token-based API price estimates do not measure the recurring subscription fee. Provider invoices would be more exact but are not available through these account credentials. **Roadmap alignment** Extends the shipped Better Budgeting and Personal & Shared AI Accounts capabilities. The feature and UI were reviewed with the maintainer before this PR. ## What Changed - Add company-scoped subscription accounts, connection bindings, and immutable price revisions in replay-safe migration 0322. - Identify OpenAI workspace/seat and Claude organization/account pairs only after provider authentication. Keep provisional records grant-scoped; unchecked ID-token claims cannot combine accounts or grant billing editors. Keep credentials and raw provider identities out of reports. - Attach the selected subscription to new run receipts. Resolve duplicate aliases without rewriting old monetary receipts. - Add cached background discovery with four provider checks and twenty discovery requests at a time. Accepted requests wait for capacity; excess requests receive HTTP 429 and a UI retry action. Preserve saved prices and observations when a provider check fails. Dashboard polls load current prices only; audit revisions stay in the database. - Support owner-controlled monthly or annual prices, fractional-cent precision, separate currency totals, tracking status, and duplicate linking. Preserve both personal owners and shared-account managers when discovery finds the same paid seat. - Show API spend beside monthly subscription commitment, with separate token totals and clear estimate labels. Account details and fee totals follow billing-owner/shared-audience visibility; company-wide token totals remain available to cost readers. - Use consistent amount and estimate badge formatting for agent, user, project, and model rows. - Add real PostgreSQL tests, route authorization tests, UI tests, interactive Storybook fixtures, and operator documentation. ## Verification - Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53 checks, with two checks skipped. This includes the full test matrix, browser tests, build, typecheck, migration policy, canary packaging, and security checks. - Greptile Apex reviewed that exact head at 5/5 with no unresolved findings. - Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, migration safety checks, and `git diff --check` passed. - All 238 focused tests passed across accounting, subscription persistence, authorization, UI, migration replay, and snapshot drift. - The expanded local chat suite passed 1,149 tests. Two cases failed because this workspace found an unrelated ancestor skill directory; both passed unchanged in an isolated checkout. The full local Vitest command was not repeated after the rebase because of this environment issue. CI covered the complete test matrix on the final head. - Migration `0322_reflective_kree.sql` follows master's `0321_acoustic_human_fly.sql`. Its snapshot and journal were regenerated. Master's migration and snapshot are unchanged. The subscription SQL retains its original content and hash. - Disposable PostgreSQL upgrade fixtures applied master's added lifecycle and Slack migrations without changing saved subscription prices or cost receipts. The renamed subscription migration was recognized by hash, retained one history row, and a second migration run was a no-op. - Regression tests cover provider capacity, fractional-cent edits, billing visibility after grant revocation, and fixed-price/credit/unknown usage. The new UI billing-label tests fail against the old wording and pass with the fix. - Browser checks passed for desktop and mobile layouts, shared-account totals, annual price edits, unknown prices, and stale provider data. - A live OpenAI account probe returned HTTP 200 and a verified Pro account identity. The generic Pro plan correctly remains unpriced. - Live Claude discovery identified Max 20x and a $200/month estimate. Two real Claude agent runs were attributed to that same account, with two usage receipts, two agents, one monthly fee, and zero additional usage charges. Two OpenAI connections also deduplicated to one account. - Live Codex execution is not verified: both Paperclip's managed hello test and a direct host `codex exec` fail with a workspace-routing authentication error. The current credential passes the usage API probe. This is separate from the successful account-discovery check. - A local performance fixture with 50,000 usage events and 5,001 saved price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms maximum over ten warmed runs. PostgreSQL used the subscription/revision index to read one current price row. These are local measurements, not a production latency guarantee. - [Desktop, account details, and mobile screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/) show the production Costs page with synthetic Storybook fixtures. - To inspect the UI, run `pnpm storybook` and open **Costs / Subscriptions**. Edits there change fixture data only. ## Risks - Provider plan identifiers can change. Unknown plans remain unpriced. Automatic prices are estimates before tax; discounts and negotiated prices require a user-supplied amount. - Subscription fees describe the current monthly commitment. They do not follow the selected usage date range and do not consume agent budgets or create finance events. - Monthly fees cover only accounts visible to the viewer; company-wide token totals retain their existing scope. - Legacy or unmanaged usage can remain unattributed. Unconfirmed identities require manual prices and may need explicit duplicate linking after credential changes. - Disconnecting a connection does not prove provider billing stopped. Users must end or exclude tracking explicitly. - Migration 0322 adds tables, a nullable cost-event column, and an index. It is replay-safe, but normal migration locks still apply. ## Model Used OpenAI Codex, based on GPT-6. This session did not expose a more specific backend model ID or context-window size. Capabilities used: code editing, shell execution, database tests, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 13:38:01 -07:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description **Subsystem affected** Server services, shared contracts, database accounting, Company Settings, and Costs. **Problem or motivation** Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. **Proposed solution** Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. **Alternatives considered** Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. **Roadmap alignment** Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 15:53:13 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
DottaandPaperclip	d72389bee2	feat: add Browser Use Cloud connector and live task browsers (#14627) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description **Problem or motivation** Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. **Proposed solution** Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. **Alternatives considered** A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. **Roadmap alignment** This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving model ID and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 07:13:16 -05:00
4 people	1ef3b08714	feat(ui): integrate agent personas across the app (#13171) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description **Problem or motivation** Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. **Proposed solution** Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. **Alternatives considered** A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. **Roadmap alignment** This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [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: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
3 people	b13eb5b2b5	Skill Studio: three-pane skill IDE with sandboxed test runs (#9241) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Skills Manager gives operators a reusable skill layer, but iteration still required manual edits, ad hoc prompts, and indirect run inspection. > - Skill authors need a focused workflow for editing skill files, saving representative test inputs, and running those inputs through an agent without exposing harness tasks as normal company work. > - The backend therefore needs durable test inputs, reusable run templates, hidden harness issues, scoped run execution, retention metadata, and read-containment rules around hidden work. > - The frontend needs a three-pane Studio that keeps skill files, saved inputs/templates, and run output/history visible together while preserving the existing design system and token rules. > - This pull request ships that Skill Studio surface end to end: database migrations, shared contracts, server APIs/services, hidden harness execution behavior, UI routes/components, and focused tests. > - The benefit is faster and safer skill iteration, with inspectable outputs and fewer ways for internal harness work to leak into normal task lists, costs, or adjacent read APIs. ## Linked Issues or Issue Description No public GitHub issue exists for this feature. Feature request summary: - Problem: Skill authors need to edit and test company skills in one place instead of switching between the skill detail page, task creation, run output, and manual prompt history. - Proposed solution: Add a Skill Studio workbench with saved inputs, reusable templates, hidden sandboxed test runs, live run status, output inspection, run history, rerun/delete controls, and frontmatter-aware editing. - Expected users: Paperclip operators and agent-company maintainers who create, fork, import, and tune skills. - Related public PRs: Supersedes #9205, which was replaced so the public PR branch name follows contributor policy. - Duplicate search: searched public GitHub issues and PRs for "Skill Studio"; no other active public issue or PR directly covers this feature. ## What Changed - Added database migrations for Skill Studio test inputs, test runs, test run retention, and reusable run templates. - Added shared Skill Studio types, validators, route helpers, frontmatter utilities, and status handling. - Added server services and routes for saved inputs, test runs, templates, reruns, terminal-run deletion, hidden harness issue execution, and run-detail hydration. - Strengthened hidden-issue read containment across issue-adjacent routes and cost rollups used by skill test harness work. - Added the Skill Studio UI with skill file editing, frontmatter editing, saved inputs, templates, run creation/cancel/rerun/delete flows, output rendering, history, route support, and responsive pane behavior. - Added focused backend, shared, and UI tests for the new APIs, routing logic, editor/run behavior, hidden-issue containment, and migration safety. - Rebased onto current `master`, removed the generated lockfile diff from the PR, and verified no workflow files are changed. ## Verification - [x] `pnpm --filter @paperclipai/db check:migrations` - [x] `pnpm check:token-gates` - [x] `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/company-skill-test-runs-service.test.ts ui/src/lib/skill-studio.test.ts ui/src/pages/SkillStudio.test.tsx` — 5 files, 132 tests passed - [x] Greptile review on the latest PR head - [x] GitHub PR checks on the latest PR head ## Risks - Medium risk because this is a broad feature touching database schema, server orchestration, issue visibility, and a large UI surface. - Hidden harness issue containment is security-sensitive; this PR includes regression coverage for adjacent read paths and cost rollups. - The new migrations are additive and use idempotent guards where applicable, but deployed databases that previously tested draft migration numbers should still be checked carefully. - The UI depends on a new resizable panels package in `ui/package.json`; the lockfile is intentionally left to repository automation. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 coding agent with shell, git, and GitHub CLI tool use. Earlier feature commits include assistance from other Paperclip coding agents; this PR preparation, rebase, cleanup commit, and PR body were completed by OpenAI Codex in a Paperclip worktree. ## 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>	2026-07-09 13:08:56 -05:00
DottaandPaperclip	424e81d087	Improve operator workflow QoL (#5291) ... ## Thinking Path > - Paperclip is a control plane operators use repeatedly to supervise agent companies. > - Common operator workflows depend on fast scanning of inboxes, issue sidebars, workspaces, cost totals, and runtime services. > - Several small UI and service gaps made those workflows slower or less clear. > - This pull request groups the operator-facing QoL changes that can stand alone from recovery and adapter work. > - The benefit is a denser, clearer board experience for issue triage and workspace operation. ## What Changed - Added inbox assignee/project grouping and issue list token/runtime totals. - Improved issue properties with removable blocker chips and workspace task links. - Improved execution workspace layout, runtime controls, issues tab default, and stopped-port reuse behavior. - Added mobile markdown/routine dialog fixes, page title company names, sidebar polish, and dashboard run task label cleanup. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/lib/inbox.test.ts ui/src/components/IssueProperties.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/costs-service.test.ts` ## Risks - Medium UI risk because this touches several operator surfaces. The branch is intentionally grouped around workflow/QoL files and keeps the file count below the Greptile limit. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 06:30:44 -05:00
DottaandPaperclip	c4269bab59	Add workflow interaction cancellation and issue cost summaries (#4862) ... ## Thinking Path > - Paperclip coordinates work through issue-thread interactions, run history, and cost telemetry. > - Operators need workflow prompts to be cancellable and costs to be visible at the issue level. > - The earlier rollup mixed this workflow/cost work with database backups, reliability recovery, thread scaling, and settings polish. > - This pull request isolates the interaction and cost surfaces into a reviewable slice. > - The backend now supports cancelling pending question interactions and summarizing issue-tree costs. > - The UI component layer can render cancelled questions and interleave activity with run ledger rows. ## What Changed - Added `cancelled` as an issue-thread interaction status and result shape for question interactions. - Added the board-only `POST /issues/:id/interactions/:interactionId/cancel` route and service implementation. - Added issue-tree cost summary support in the cost service and `/issues/:id/cost-summary` API route. - Extended shared cost exports and UI API/query keys for issue cost summaries. - Updated `IssueThreadInteractionCard` and `IssueRunLedger` components for cancelled questions, issue cost surfaces, and activity/run interleaving. - Added focused server and component regression coverage. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/costs-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts ui/src/components/IssueRunLedger.test.tsx` - Result: 4 test files passed, 45 tests passed. - UI screenshots not included because this PR updates reusable components and API surfaces without wiring a new page-level layout. ## Risks - Adds a new interaction terminal status; clients that switch exhaustively on interaction status may need to handle `cancelled`. - Issue-tree cost summaries use recursive issue traversal and should be watched on unusually large issue trees. - Page-level issue detail wiring is intentionally left to the board QoL/issue-detail branch to keep this PR narrow. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.5, code execution and GitHub CLI tool use, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-30 13:57:25 -05:00
DottaandPaperclip	5f45712846	Sync/master post pap1497 followups 2026 04 15 (#3779) ... ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The board depends on issue, inbox, cost, and company-skill surfaces to stay accurate and fast while agents are actively working > - The PAP-1497 follow-up branch exposed a few rough edges in those surfaces: stale active-run state on completed issues, missing creator filters, oversized issue payload scans, and placeholder issue-route parsing > - Those gaps make the control plane harder to trust because operators can see misleading run state, miss the right subset of work, or pay extra query/render cost on large issue records > - This pull request tightens those follow-ups across server and UI code, and adds regression coverage for the affected paths > - The benefit is a more reliable issue workflow, safer high-volume cost aggregation, and clearer board/operator navigation ## What Changed - Added the `v2026.415.0` release changelog entry. - Fixed stale issue-run presentation after completion and reused the shared issue-path parser so literal route placeholders no longer become issue links. - Added creator filters to the Issues page and Inbox, including persisted filter-state normalization and regression coverage. - Bounded issue detail/list project-mention scans and trimmed large issue-list payload fields to keep issue reads lighter. - Hardened company-skill list projection and cost/finance aggregation so large markdown blobs and large summed values do not leak into list responses or overflow 32-bit casts. - Added targeted server/UI regression tests for company skills, costs/finance, issue mention scanning, creator filters, inbox normalization, and issue reference parsing. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/costs-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts server/src/__tests__/issues-service.test.ts ui/src/lib/inbox.test.ts ui/src/lib/issue-filters.test.ts ui/src/lib/issue-reference.test.ts` - `gh pr checks 3779` Current pass set on the PR head: `policy`, `verify`, `e2e`, `security/snyk (cryppadotta)`, `Greptile Review` ## Risks - Creator filter options are derived from the currently loaded issue/agent data, so very sparse result sets may not surface every historical creator until they appear in the active dataset. - Cost/finance aggregate casts now use `double precision`; that removes the current overflow risk, but future schema changes should keep large-value aggregation behavior under review. - Issue detail mention scanning now skips comment-body scans on the detail route, so any consumer that relied on comment-only project mentions there would need to fetch them separately. ## Model Used - OpenAI Codex, GPT-5-based coding agent with terminal tool use and local code execution in the Paperclip workspace. Exact internal model ID/context-window exposure is not surfaced 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-15 21:13:56 -05:00
Dotta	728d9729ed	Fix budget auth and monthly spend rollups	2026-03-16 15:41:48 -05:00
Dotta	5f2c2ee0e2	Harden budget enforcement and migration startup	2026-03-16 15:11:34 -05:00
Dotta	76e6cc08a6	feat(costs): add billing, quota, and budget control plane	2026-03-16 15:11:01 -05:00
Sai Shankar	7db3446a09	fix(costs): align byAgent run filter to startedAt, tighten providerTabItems memo deps, stabilize byProject row keys	2026-03-16 15:08:54 -05:00
Sai Shankar	9d21380699	feat(costs): add agent model breakdown, harden date validation, sync CostByProject type, fix quota threshold and tab-gated queries ... - add byAgentModel endpoint and expandable per-agent model sub-rows in the spend tab - validate date range inputs with isNaN + badRequest to return HTTP 400 on bad input - move CostByProject from a local api/costs.ts definition into packages/shared types - gate providerData query on mainTab === providers, consistent with weekData/windowData/quotaData - fix byProject range filter from finishedAt to startedAt, consistent with byProvider runs query - fix WHAM used_percent threshold from <= 1 to < 1 to avoid misclassifying 1% usage as 100% - replace inline opacity style with tailwind bg-primary/85 class in ProviderQuotaCard - reset expandedAgents set when company or date range changes - sort agent model sub-rows by cost descending in ui memo	2026-03-16 15:08:54 -05:00
Sai Shankar	82bc00a3ae	address greptile review: per-provider deficit notch, startedAt filter, weekRange refresh, deduplicate providerDisplayName	2026-03-16 15:08:54 -05:00
Sai Shankar	94018e0239	feat(ui): add resource and usage dashboard (/usage route) ... adds a new /usage page that lets board operators see how much each ai provider is consuming across any date window, with per-model breakdowns, rolling 5h/24h/7d burn windows, weekly budget bars, and a deficit notch when projected spend is on track to exceed the monthly budget. - new GET /companies/:id/costs/by-provider endpoint aggregates cost events by provider + model with pro-rated billing type splits from heartbeat runs - new GET /companies/:id/costs/window-spend endpoint returns rolling window spend (5h, 24h, 7d) per provider with no schema changes - QuotaBar: reusable boxed-border progress bar with green/yellow/red threshold fill colors and optional deficit notch - ProviderQuotaCard: per-provider card showing budget allocation bars, rolling windows, subscription usage, and model breakdown with token/cost share overlays - Usage page: date preset toggles (mtd, 7d, 30d, ytd, all, custom), provider tabs, 30s polling plus ws invalidation on cost_event - custom date range blocks queries until both dates are selected and treats boundaries as local-time (not utc midnight) so full days are included regardless of timezone - query key to timestamp is floored to the nearest minute to prevent cache churn on every 30s refetch tick	2026-03-16 15:08:54 -05:00
DottaandClaude Opus 4.6	f60c1001ec	refactor: rename packages to @paperclipai and CLI binary to paperclipai ... Rename all workspace packages from @paperclip/* to @paperclipai/* and the CLI binary from `paperclip` to `paperclipai` in preparation for npm publishing. Bump CLI version to 0.1.0 and add package metadata (description, keywords, license, repository, files). Update all imports, documentation, user-facing messages, and tests accordingly. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-03-03 08:45:26 -06:00
ForgottenandClaude Opus 4.6	45c4df7b8a	feat: add billing type tracking and cost enhancements ... Add AdapterBillingType (api/subscription/unknown) to adapter execution results so the system can distinguish API-billed vs subscription-billed runs. Enhance cost service to aggregate subscription vs API run counts and token breakdowns. Add limit param to heartbeat runs list API and client. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-25 21:35:44 -06:00
ForgottenandClaude Opus 4.6	b459668009	fix: derive costs by-project from run usage instead of cost events ... Joins heartbeat runs to issues via activity log to attribute costs to projects. Shows project names instead of raw IDs in the UI. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-20 13:47:21 -06:00
ForgottenandClaude Opus 4.6	c09037ffad	Implement agent hiring, approval workflows, config revisions, LLM reflection, and sidebar badges ... Agent management: hire endpoint with permission gates and pending_approval status, config revision tracking with rollback, agent duplicate route, permission CRUD. Block pending_approval agents from auth, heartbeat, and assignments. Approvals: revision request/resubmit flow, approval comments CRUD, issue-approval linking, auto-wake agents on approval decisions with context snapshot. Costs: per-agent breakdown, period filtering (month/week/day/all), cost by agent list endpoint. Adapters: agentConfigurationDoc on all adapters, /llms/agent-configuration.txt reflection routes. Inject PAPERCLIP_APPROVAL_ID, PAPERCLIP_APPROVAL_STATUS, PAPERCLIP_LINKED_ISSUE_IDS into adapter environments. Sidebar badges endpoint for pending approval/inbox counts. Dashboard and company settings extensions. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-19 13:02:41 -06:00
ForgottenandClaude Opus 4.6	abadd469bc	Add server routes for companies, approvals, costs, and dashboard ... New routes: companies, approvals, costs, dashboard, authz. New services: companies, approvals, costs, dashboard, heartbeat, activity-log. Add auth middleware and structured error handling. Expand existing agent and issue routes with richer CRUD operations. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>	2026-02-17 09:07:27 -06:00