Commit Graph
154 Commits
Author SHA1 Message Date
DottaandPaperclip f8af817f8d fix(ui): make external agent pairing codes copyable (#16274)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - External agents connect through the shared MCP agent gateway.
> - Grok setup gives the operator a one-use code for the authorization
page.
> - The password field hides the code but does not provide a working
copy action.
> - The pending approval button names Dot before the agent preview
loads.
> - This pull request adds explicit code copying and a neutral approval
label.
> - The operator can review the fixed agent without sending credentials
to chat.

## Linked Issues or Issue Description

Refs: #16219, #15581, #15414.

**What happened?**

The Grok setup code is in a read-only password field. Ordinary browser
copying does not copy that field. The shared authorization page says
“Connect Dot with pairing code” before it knows the invited provider.
These defects blocked a watched Grok desktop setup before approval.

**Expected behavior**

An operator can copy the one-use code with a visible control. The code
stays hidden and outside the Bot prompt. The authorization page shows
the registered client and the fixed company, agent, permissions, and
authorizing person before approval.

**Steps to reproduce**

1. Choose New agent, Invite an external agent, and Grok Bot.
2. Save the Bot identity and open Connect access.
3. Try to copy the masked code into the Bot's browser authorization
page.
4. Inspect the pending approval action before a valid preview loads.

**Paperclip version or commit**

The fix starts from master commit
2c17d3ca52.

**Deployment mode**

Cloud. The same UI serves self-hosted instances.

## What Changed

- Add Copy code beside the masked Grok pairing field. Reuse CopyText and
the shared clipboard fallback, failure feedback, and retry.
- Associate the pairing label with its input for keyboard and
screen-reader access.
- Use Allow agent connection before and after the fixed-agent preview.
Keep approval disabled until that preview loads. Align Dot's generated
setup prompt and guide with that action.
- Add tests for copy failure and retry, a Grok invitation using the
Cursor client identity, and unchanged person and Dot connection paths.
- Add a waiting-for-authorization Storybook state and record the live
qualification blocker in the existing plan.

## Verification

- Focused Grok, Dot, and person-connection UI tests: 33 passed.
- Repository build: passed.
- Token gates: passed.
- Storybook catalog: passed; structure only.
- Watched Storybook preview: native browser input copied the full
synthetic code while the field stayed masked and Continue stayed
disabled. This is fixture evidence, not live OAuth or Runner
qualification.
- Repository typecheck and Storybook build: passed. UI typecheck and
production build passed again after the review fix.
- Current-head CI: 55 successes, two intentional skips, one neutral
result, no unfinished or failed gates. Greptile: 5/5, with the review
finding fixed and resolved. Head:
1b95218c91.
- The additional local aggregate test run is still running. No local
aggregate pass is claimed. The required full server, workspace, Runner,
browser, and release checks passed in CI for the current head.
- After deployment, resume the saved Grok setup, use Copy code, check
the fixed agent preview, and finish the real authenticated round trip.

## Risks

Copying temporarily places the one-use code on the clipboard. Its
existing expiry and one-use checks remain. The authorization endpoint,
grant scopes, fixed identity, and disabled-state checks do not change.
No persistent secret enters the prompt. Live provider and managed Runner
qualification remain incomplete.

## Model Used

OpenAI GPT-6 through Codex. Used tool calls, code execution, and browser
inspection. The exact serving model suffix and context limit 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>
2026-10-14 06:36:47 -05:00
DottaandPaperclip 40ecacff4c fix(voice): accept authenticated Cloud callers (#16254)
## Thinking Path

> - Paperclip manages agent work through company-scoped tasks.
> - Speko voice connections bind a caller to that work.
> - Private voice routes must recognize an authenticated human caller.
> - Cloud sign-in uses a trusted Cloud actor, rather than a local
session actor.
> - The voice caller check rejected that existing authentication type.
> - This pull request accepts authenticated Cloud callers and retains
the current access checks.
> - Cloud users can load call history and start private voice sessions.

## Linked Issues or Issue Description

Refs #15727, #15728, #15729.

**What happened?**

A signed-in Cloud user sees “Sign in to start a private voice
conversation” when the Speko connection loads call activity. The same
check prevents the user from starting a private voice session.

**Expected behavior**

The trusted Cloud user identity should have the same voice caller access
as a local authenticated session. The current company and user identity
checks must still apply.

**Steps to reproduce**

1. Sign in to a Cloud workspace with experimental chat connectors
enabled.
2. Connect a Speko persona to an existing agent.
3. Open its call activity, or start a browser voice session.
4. Observe the sign-in rejection despite the authenticated workspace
session.

**Paperclip version or commit**

Reproduced on the voice route in master at b8ffeb973a.

**Deployment mode**

Paperclip Cloud with trusted tenant authentication.

## What Changed

- Accept `cloud_tenant` and `session` actors with a user ID as private
voice callers.
- Use current company membership for Cloud owners, including owners with
temporary administrator access. Retain local administrator authority,
company isolation, and credential-source restrictions.
- Add route regressions for call history, session creation,
administrator authority, missing identities, company boundaries, and
rejected caller types.
- Add Cloud authentication qualification steps to the Speko runbook.

## Verification

- Before the fix: 2 Cloud regressions failed; 9 boundary and local-user
tests passed.
- After the fix: all 100 voice caller and real-database persistence
regressions passed. The Cloud-owner route test covers history, session
creation, persisted caller authority, and membership revocation.
- Repository typecheck and build passed with the repository’s pinned
dependencies.
- All current-head CI gates passed. Greptile reviewed f84fee2605 at 5/5
with no remaining findings. The repaired local full repository test run
is still in progress. The first local full-suite attempt failed on
missing native database library aliases; those aliases were repaired
only in the isolated test dependency. No skipped run is counted as
database proof.
- On Cloud, verify that signed-in call activity loads and private
session creation reaches media setup. Real conversation and spoken
playback acceptance remain separate.

## Risks

The change accepts an existing trusted Cloud actor type. Authentication
still runs in the current middleware. Raw Cloud headers, board API keys,
MCP OAuth, Cloud control credentials, and agent callers cannot establish
private voice caller authority. No migration, UI change, credential,
transcript, or lockfile is included.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 21:39:56 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by 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>
2026-10-13 20:57:42 -05:00
DottaandPaperclip 2238831ecd test(voice): qualify Speko task conversations and Storybook surfaces (#15729)
Third PR: depends on #15728 and #15727. The user has reviewed and
authorized merging this experimental feature stack.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds repeatable qualification for the Speko voice task
integration.
> - This PR depends on #15728, which depends on #15727. Speko stays
experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add a real Paperclip server/database E2E fixture that stubs only
external Speko transport and the execution provider.
- Add authenticated multi-user and cross-company qualification journeys.
- Add Storybook interaction, accessibility, responsive, and visual-suite
integration.
- Add an E01–E16 runbook, component-to-story inventory, and current
redacted qualification report.
- Keep historical private call traces out of the PR. Provider proof
tools are opt-in.

## Verification

- All 21 standalone proof tests and browser client/server syntax checks
pass. They cover signatures, redaction, cleanup retry, final audio
saves, bounded report transport and late server write ordering. No live
calls were placed.
- All 27 focused UI/controller regressions, UI typecheck, token gates,
and 28 map/catalog structural tests pass. The shared connection cache
test covers pause/resume invalidation during the 30-second fresh period.
- Storybook builds 157 Speko production-component stories. The complete
prior 156-story set passed all 624 checks on UI source 249cbc616a. After
the final cache repair, all 152 affected page/launcher checks passed
across both themes, 390/1200 widths and reduced motion. Real microphone
access and external provider requests are blocked.
- Hosted Storybook origin isolation and representative narrow-screen
stories pass. Provider requests remain blocked.
- Source annotations follow the current generated-catalog contract. No
generated catalog or lockfile is included. Three inherited
GitHub-heading tests passed after master reconciliation.
- Commit 905bc5da5d has 55 passing checks,
including required verify/E2E gates, and a fresh Greptile 5/5 review
with zero unresolved findings. Local fixture success does not establish
provider or spoken-playback acceptance.
- The separate integrated browser run passed two journeys and failed
browser answer retrieval. Real browser/telephone playback and timing
acceptance remain outstanding. See the dated qualification report and
E01–E16 runbook. Speko stays experimental.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-10-13 16:54:41 -05:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
Devin FoleyandPaperclip de335b42d4 Expose signed routine wake deadlines during idle sleep checks
Expose signed routine wake deadlines during idle sleep checks

Report the earliest eligible routine deadline to an authenticated host scheduler, while preserving local execution, owned sleep leases and conservative blocking for unsupported work.

Verified with focused tests, typecheck, build, all required CI checks and Apex 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 14:09:16 -07:00
Devin FoleyandPaperclip 833769ab55 perf(chat): schedule Telegram maintenance from commits and deadlines (#16094)
Replace periodic Telegram discovery and maintenance scans with bounded startup recovery, connection-specific commit notifications, and durable action deadlines. Preserve ownership, inactive subscription parking, retry and cleanup recovery, and atomic credential binding updates.

Verified full typecheck/build, 30 focused scheduler tests, 12 database-backed recovery cases, all current-head CI checks, and Greptile 5/5 with no unresolved threads.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 07:55:27 -07:00
Devin FoleyandPaperclip a0651c96f8 Add database-free process liveness probes (#16101)
Expose process liveness without database or credential queries while preserving hostname and runtime identity guards. Deep health and sleep/wake readiness checks retain their existing behavior.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 07:43:46 -07:00
DottaandPaperclip eb06c9fedd refactor(server): split chat channel workflows into provider and shared modules (#16080)
Move provider operations into channel folders and shared chat work into named interaction, setup, admission, delivery and publication workflows. Consolidate reviewed PRs #16085, #16089, #16096 and #16105. Preserve upstream execution-default and recovery behavior. The main service is 7,917 lines.

All 55 current-head CI checks pass, with two optional Storybook skips. Greptile is 5/5 with no findings. All 1,294 current chat integration cases, repository-wide typecheck and build pass locally. Broad local tool-route timing/socket failures are recorded in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 07:26:32 -05:00
DottaandPaperclip d67e3507b2 feat(runner): qualify Codex platform packages and cache hosted builds (#16028)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native execution needs a compatible installed daemon and provider
dependency.
> - The Codex-default work found missing platform packages and
clean-install startup failures.
> - Release builds also repeat dependency compilation and run
preparation serially.
> - This prerequisite packages four daemon targets and verifies
installed native startup.
> - It also caches hosted Cargo dependencies and overlaps JavaScript
preparation with compilation.
> - Agent creation defaults and experimental gates stay at the current
master behavior.

## Linked Issues or Issue Description

Refs #15683. Refs #15555. Refs #15422. Refs #15926. Refs #15932.

Extract runtime and installation support from #15683. This prerequisite
has 65 changed files. Creation, onboarding, imports, UI runner selection
and graduation remain in the dependent PR. Feature/access maps and the
Storybook source catalog stay synchronized. Existing agents keep their
execution choices.

## What Changed

- Correct the existing runner test fixtures. Reserve owned credential
quorum listeners through the existing bounded fixture helper. Keep
foreign listeners intact, run actual credential staging once, and
preserve its rejection and unchanged-auth assertions. Reuse the
durable-resume outer-limit correction. Wait for actual warm-completion
and held-authorization callback entry under the existing recovery
deadline and surface early request errors. Preserve every semantic
assertion.
- Retain bounded installation failure diagnostics through the existing
qualification receipt upload. Keep the original error, 10-minute
deadline and all success checks.
- Keep startup ownership until credential preparation and registration
drain. Reject duplicate and post-close startup/resume work. Observe
shutdown during normal and adopted authentication readiness. Preserve
the primary failure and retain private state when cleanup is
unconfirmed.
- Package Linux x64/ARM64 and macOS Apple Silicon/Intel daemons. Verify
target headers, source identities, manifests, and hashes before assembly
and installation.
- Reuse the existing release producer/consumer workflows. Cache Cargo
dependencies by target, OS, compiler, lockfile, and contract inputs.
Rebuild workspace binaries. Permit trusted cache writes only for
canonical exact-source master pushes.
- Overlap JavaScript preparation with native compilation. Join both
commands and failure/cancellation cleanup before artifact verification.
- Preserve shell positional arguments in the shared SSH runner and apply
environment assignments correctly. Reject environment option keys. Six
before/after controls and two real SSH subprocess paths pass with zero
provider calls; this fix lands before both Codex and Claude defaults.
- Admit verified suspended SSH backups during cold controller
continuation, using the same full-scope, integrity and lifecycle checks
as sandbox targets. Two positive SSH cases fail before; all 14
positive/negative matrix cases pass afterward. Active ownership and
corrupt/malformed/nonempty state remain rejected.
- Record measured sandbox platform facts through the existing explicit
environment probe. Bind facts to the company, effective provider
configuration, immutable OCI image and actual captured image binding.
Check the returned cleanup receipt. Reject client-authored proof and
stale or named boot identities. Creation and discovery allocate nothing.
Preserve connection-only behavior.
- Resolve the actual remote Codex target and preserve same-host
development overrides. Preserve runtime artifact verification. Use
actual protocol/model compatibility rather than a numerical CLI version
fence.
- Resolve the installed Codex login dependency on 64-bit Linux and Mac
independently of the daemon libc baseline. Preserve account homes and
safe errors.
- Fix actual clean-install TOML table comparison. Preserve strict
semantic checks, comments, private writes, and malformed-input
rejection. Preserve primary startup failures and bounded cleanup.
- Document GNU libc 2.39+ and stock Ubuntu sandbox prerequisites.
Qualify ARM startup with a scoped distribution profile and unchanged
global restrictions. Preserve Windows and Alpine deferral.
- Preserve selected and saved native Codex reasoning effort in the
existing UI builder, while excluding it from other providers. This small
shared correction prevents import edits higher in the stack from
dropping effort.
- Reuse existing installed-package checks and assertions. Paperclip
tarballs contain no Codex native payloads. Official npm dependencies
supply the consumer's Codex binaries. All Docker and native builds stay
remote.

## Verification

Candidate: `271d434c170e74bdedde65d0b13059a55419c943`. It includes
current master `e168512f7bdbb6af6ea01954c6d7ed80b91e903e` and preserves
prior candidates through ordinary commits.

Current [full
CI](https://github.com/paperclipai/paperclip/actions/runs/38346601686)
is successful on attempt 2. GitHub reports 54 successful checks and four
conditional skips, including required verify and browser aggregates,
workspace typecheck/tests/build, Linux DB controls, both runner shards
and [isolated native
compilation](https://github.com/paperclipai/paperclip/actions/runs/38346601609).
Fresh current-head Greptile is 5/5 with all four threads resolved. The
passing build's clean Grok/Codex report records CI merge source
`7a82a37438e6e448abc7cc5caa60dc2519a97be0`, 18 installed packages,
omitted Codex payloads, official host-only npm dependencies and zero
provider calls. Pi setup and its no-prompt lease verification also pass.
The first attempt's single 60-second Node archive download timeout
remains retained; its DNS/TLS/download cause remains unknown. One
unchanged-source retry was requested through the normal Build-job dialog
with debug logging disabled. GitHub's attempt 2 graph reports the other
CI jobs as well; no second retry or source/deadline relaxation was made.

The [final exact-source package
campaign](https://github.com/paperclipai/paperclip/actions/runs/38347027535)
is successful on literal `271d434c170e74bdedde65d0b13059a55419c943`. It
passes all four native producers, public Linux package assembly and
clean installed consumers on Apple Silicon, Intel Mac and Linux ARM64.
The nine qualification-mode skips are intentional; full CI above covers
their ordinary gates. Native builds and Docker assembly ran remotely.
The predecessor [`dae808` package
campaign](https://github.com/paperclipai/paperclip/actions/runs/38342104102)
remains literal historical evidence. Only tests and the dated record
differ from that source; runtime, package and workflow code is
unchanged. The reused credential fixture correction passes all 42
canonical Node 24 controls with synthetic data and independent
matching-source review, and the current hosted runner shard passes.
Production credential behavior is unchanged.

**Merge hold:** current-source CI, fresh 5/5 review and exact-source
package qualification pass. Actual code-owner approval and normal
protected merge remain pending. No slice has merged or deployed. GitHub
CLI authentication needs refresh; the normal signed-in embedded GitHub
UI provided this status without credential workarounds.

- The master merge preserves both Storybook source-review appendices and
the guarded test-home cleanup. All six existing cleanup controls pass
without skips. Master's isolated-home helper/test/setup are
byte-identical. The two existing whitespace lines in master's unrelated
privacy test remain outside this PR's diff.
- Canonical Node 24 passes all 24 existing public-install helper tests.
Three narrow added cases prove bounded/redacted failure metadata,
symlink exclusions, original exception identity, failed diagnostic
writes and no false failure on success. The Mac installer now uses
`--timing`; at most two 16 KiB tails and 32 structured entries per tail
enter the existing receipt upload. Raw argv, URLs, environment, error
text and stacks are omitted. A failed receipt explicitly remains
FAILED/unqualified/runtime-not-attempted. The 600,000 ms install
deadline and every real package/hash/payload/lock/lifecycle/runtime
oracle are unchanged.
- Canonical Node 24 reproduces the durable-resume outer timeout under
controlled fake latency. Only its outer test limit changes to 15
seconds; internal 500 ms/5 second deadlines and usage/effect assertions
remain. Controlled warm-recovery and before-bootstrap authorization
scheduling delays reproduce their callback polling failures, while the
explicit entry signals pass. Early recovery errors surface unchanged.
Independent review is clear. Historical mock binaries support the
fixture controls; fresh full hosted CI remains decisive. The original
hosted callback failure cause is inconclusive.
- The composed runner/surfaces/server/E2E TypeScript checks pass. Map
checks pass 35 areas/171 capability IDs. Token gates pass. The existing
Storybook catalog passes 223 files/2,210 stories; story IDs and
classifications remain intact. The current master had 25 inherited stale
fingerprints from three changed map recipes. Only those guarded
fingerprints and a source-only review note change; all 92 non-map
story/component/fixture inputs remain unchanged. Existing
classifications are retained. This proves source structure, not visual
or live acceptance.
- The 65-file contribution audit has no code file crossing from below
1,000 lines to above the limit. Earlier comment cleanup preserves
executable emissions, parsed workflows and action pins. Independent
cleanup/catalog and three-file reporting reviews are clear. No new
workflow, suite, grader or local native/Docker build was added.

**Prior `dae808` gate evidence:** fresh Greptile is 5/5 with four
resolved threads, isolated native compilation and the browser aggregate
pass. Its first runner shard passes the previous two corrections but
fails a different held-authorization cell at the implicit one-second
polling deadline. It records 1,672 passes/one failure/three skips. This
candidate applies the verified entry-signal correction without changing
production deadlines or any semantic assertions. Its original hosted
cause remains inconclusive until fresh CI.

**Previous-source evidence, kept literal:** the [exact `16a532` package
campaign](https://github.com/paperclipai/paperclip/actions/runs/38338806076)
passes all four native producers, public Linux package assembly, Apple
Silicon, Intel Mac and Linux ARM64 installed consumers. Its fresh review
is 5/5 with all four threads resolved. Full CI records 52 successful
checks, four conditional skips and the two fixture failures corrected
here. This is not a green full-CI candidate or proof for the new source.

`64c074fb8da1b31f8d6042c4fef48dc4164e759b` passed [full
CI](https://github.com/paperclipai/paperclip/actions/runs/38332726938),
54 checks/four conditional skips, [isolated native
compilation](https://github.com/paperclipai/paperclip/actions/runs/38332726787/job/115085895328),
and fresh Greptile 5/5/all four resolved threads. The hosted transport
suite passed 246 tests and startup trust passed 22, closing that
source's local fake-binary limitation. These are historical after
reconciliation.

The [previous exact-source package
campaign](https://github.com/paperclipai/paperclip/actions/runs/38332921463)
built all four platform daemons and passed public Linux package assembly
plus Apple Silicon and Linux ARM64 installed consumers. **Intel Mac
failed:** its initial scripts-disabled npm install timed out before
lifecycle/runtime assertions. The underlying download/resolution/host
cause is unknown because the old helper deleted the npm logs. This is
the concrete baseline for the diagnostic change. The failed campaign
remains failed; no all-platform signoff or automatic retry is claimed.

The earlier `a200495` [four-target
campaign](https://github.com/paperclipai/paperclip/actions/runs/38283695248)
and [scoped ARM
qualification](https://github.com/paperclipai/paperclip/actions/runs/38291535914)
remain component evidence. Cargo restores were cold misses; no
warm-cache speedup is claimed. Paperclip tarballs contain no Codex
payloads. Official npm dependencies supply Codex on the user's platform.

Current-source full workspace typecheck/tests/build, Linux DB controls,
static/Rust/native tests, all browser shards and exact-source package
consumers must pass. New-agent defaults and final managed onboarding
belong to #15683. Actual private Cloud composition, warm/cold signup,
task/follow-up and rollback compatibility remain later release gates.
Source audits found that ordinary managed onboarding does not run the
saved platform probe and Cloud distributes named snapshots without a
verified final boot-image binding. These dependent release blockers
remain open; prequalified E2E fixtures do not close them. Master adds
task-workspace migrations; the final image/migrator and previous-image
checks must include them. ARM paid task/follow-up and ordinary OS APT
installation are not proven.

## Risks

- Multi-target packages require source and header agreement. Missing or
mismatched artifacts fail explicitly. Existing execution choices remain
unchanged.
- Linux requires GNU libc 2.39+ and compatible sandbox prerequisites.
The scoped hosted ARM preparation does not qualify arbitrary containers
or kernels. Windows, 32-bit ARM, and Alpine remain deferred.
- Only dependency crates are cached. Preview jobs cannot write trusted
caches. Concurrent command cleanup must preserve the primary failure.
- Native-free Paperclip packaging retains official Codex npm
dependencies. No Codex payload bundling, schema migration, automatic
agent migration, or production deployment is included.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and parallel agents. The exact serving model snapshot and
context-window size are not exposed.

## 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>
2026-10-13 06:24:07 -05:00
DottaandPaperclip d837b65be8 refactor(server): move provider setup, inventory and delivery into channel folders (#16058)
Consolidate the ten reviewed provider-folder extractions. Preserve the verified source tree and current master changes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 00:26:33 -05:00
DottaandPaperclip e168512f7b perf(chat): stop polling failed run retries (#15871)
Stop one-second scans of failed chat-run retries. Wake the existing retry queue after transaction commits and at saved retry or stale-claim deadlines. Preserve claim fences, authorization, recovery, and idempotent agent admission.

Resolve conflicts with the current chat-service extraction by applying the retry signals and shared deadline predicate in the failed-run retry module.

Verified with pnpm typecheck, pnpm build, all 1,328 chat and coordinator regression tests, and current-head CI. Greptile reviewed the final head at 5/5 with no unresolved threads.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 19:49:47 -07:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip 64bd6e9e07 refactor(chat): extract delivery, reaction, and setup boundaries (#16024)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Chat channels connect that work to provider conversations.
> - One shared service contains callback, delivery, reaction, and setup
logic.
> - These responsibilities have distinct contracts and existing
public-path tests.
> - This PR moves ten cohesive responsibilities into focused modules.
> - The service retains shared runtime ownership and scheduling.
> - Provider behavior is easier to locate and review.

## Linked Issues or Issue Description

Refs #15995, #16026, #16027, #16030, #16031, #16035, #16037, #16038,
#16041, #16043.

This PR consolidates the reviewed extraction stack. The plan is
`doc/plans/2026-10-12-chat-channel-delivery-boundaries-refactor.md`.

## What Changed

- Move Slack callback verification into the Slack folder.
- Move Discord Gateway events and root-thread admission/recovery into
the Discord folder.
- Extract durable receipt reactions and inbound reaction
admission/replay.
- Extract inbound attachment ingestion and outbound integrity-checked
hydration. Preserve the public hydration export.
- Extract durable provider effects. Keep Telegram callback notices in
the Telegram folder.
- Extract conversation/activity reads and setup qualification. Keep
Slack and Teams projections in their channel folders.
- Preserve the merged managed Slack setup behavior, shared workers,
credential leases, and transaction boundaries.
- Reduce `chat-channels.ts` from 26,493 lines / 1,048,769 bytes to
21,460 lines / 862,284 bytes. This removes 5,033 lines from the service.

## Verification

- Each extraction passed its selected existing tests before and after
through public service paths.
- On updated master, all 55 selected Slack cases passed before
extraction. All 194 selected chat/managed-Slack cases passed on the
final stack tip.
- `pnpm -r typecheck`, `pnpm build`, module-boundary checks, and
whitespace checks passed on that tip.
- The normalized syntax audit verifies 69 moved declarations and all
retained statements, including their relative order, against updated
master.
- The eight earlier stack merges retain the exact validated repository
tree. The combined root equals the validated tip merged with current
master. All chat-channel files remain byte-identical to the validated
tip. Current combined-root CI and review are pending.
- Full local verification remains unverified. The unchanged
`workspace-git-snapshot-streaming.test.ts:56` stress test timed out at
300,000 ms in a clean run and again in isolation. The full run was
stopped after the reproduced failure. No timeout or assertion was
weakened.
- These checks use assembled services, real local databases, and
provider fixtures. They do not prove live third-party execution.

Reviewers can run the public-path suites:

```sh
pnpm exec vitest run server/src/__tests__/chat-channels.integration.test.ts server/src/services/chat-outbound-attachment-hydration.test.ts server/src/__tests__/slack-development-manager.test.ts
```

## Risks

- Factory wiring must preserve live values, shared state, and
initialization order. Identity-link construction retains deferred access
to the provider-effects callback.
- Credential fences, authorization transactions, and delivery settlement
must keep their original ordering. Syntax parity and public-path
integration cases cover these boundaries.
- Full local verification has the recorded Git-streaming timeout. The
combined PR must pass master’s required CI before merging into master.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] 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>
2026-10-12 22:46:25 +00:00
DottaandPaperclip dabb8c5daf test: remove repeated setup and strengthen regression proof (#16022)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its tests protect company boundaries, approvals, durable tasks,
credentials and the board UI.
> - Several owner suites repeat large database fixtures and render
frames.
> - Some tests repeat stronger proof or pass when the behavior they
describe is broken.
> - This pull request shares exact setup, removes proven duplicate cases
and repairs weak observations.
> - It preserves distinct security, lifecycle, concurrency and
user-facing contracts.
> - The benefit is 5,027 fewer test lines and stronger regression
checks.

## Linked Issues or Issue Description

Refs #15978. This continues the merged test-audit cleanup in [PR
#15978](https://github.com/paperclipai/paperclip/pull/15978), which
removed 11,976 test/support lines. The savings in this pull request are
additional.

Related open work: [PR
#13460](https://github.com/paperclipai/paperclip/pull/13460) changes
legacy OAuth parent/version lock ordering. This pull request retains
those production paths and the existing lock-order test. Its secrets
changes compact fixtures and repair the two AWS wrapper exclusion
observations.

Scoped title searches found no open duplicate audit or
fixture-consolidation PR and no matching audit issue. The problem is
described here using the enhancement template.

**What existing behavior does this improve?**

The maintenance and regression value of the existing server, UI, CLI,
shared and wiki-plugin test suites.

**Subsystem affected**

Cross-cutting test code. Two UI modules also lose unused test inspection
exports.

**Current behavior**

Owner tests repeat database rows, service inputs, HTTP setup and render
frames. Some cases repeat stronger assertions. Two AWS lock tests record
only cleanup events, so an AWS provider write can happen inside the held
lock without failing those observations. Several other negative tests
accept or do not observe the wrong result. Worktree fixtures also use a
temporary path alias that conflicts with the existing canonical-path
checks on macOS.

**Proposed behavior**

Use small local helpers that preserve exact inputs, fresh allocations,
callbacks, query order and await positions. Remove only cases with named
stronger keepers. Tighten negative assertions and observe actual AWS
provider entry while a confirmed lock holder remains parked. Resolve
temporary fixture roots to their canonical paths.

**Reason and benefit**

Remove 5,027 net test lines and 15 redundant registered executions.
Remove 11 lines of unused UI inspection exports. Keep every distinct
company, actor, approval, credential, persistence, stale-write and
concurrency contract. No wall-time speedup is claimed for setup
compaction.

**Breaking changes**

None for application behavior, APIs or stored data. The removed exports
expose private UI test state and have no remaining callers.

## What Changed

- Consolidate repeated runtime, workspace, portability, route,
tool-access, policy, gateway and state-service fixtures.
- Share repeated UI render frames and CLI/wiki-plugin setup while
retaining the original actions and expected results.
- Remove 15 repeated case executions only where the audit records an
exact stronger keeper.
- Repair weak HTTP/UI negative assertions and two AWS account-home lock
observations. Keep the existing durable results and cleanup behavior.
- Remove the unused `__inflightGetCount` and `__secondTickInternals`
inspection exports. Keep observable request coalescing and ticker
lifecycle checks.
- Canonicalize temporary worktree fixture paths without weakening
production path checks.
- Record the owner decisions, savings, independent preservation reviews
and validation in [the dated audit
report](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-rounds.md)
and [the compact control
evidence](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-controls.json).

## Verification

- Complete owner and retained-sibling baselines passed before each audit
cutover. Independent reviewers checked the full original tests, actual
helper bodies, exact inputs, receipt provenance, async order, fresh
allocations and case registrations.
- All 14 UI/route/wiki mutations failed at their intended assertions:
ten UI/API/ticker controls, one route control and three wiki
persistence/receipt controls. Each mutated production source was
restored to its exact original bytes.
- Both old AWS lock tests passed with their respective AWS-only lock
bypass. Both repaired tests failed at the intended assertions with the
same bypasses. These give 16 intended failures and two passing weak
controls across 18 executions. Each source was restored exactly.
- Final complete state-owner/sibling run: 329/329 passed at code
revision `64370831ebe191e5ce092f85f79b6fb661df7e16`.
- Final `pnpm -r typecheck`, `pnpm check:token-gates` and `pnpm build`:
passed at the same code revision.
- Delivery head `58c5c4aa241c85f4665a3159c192888bbb2a5cfa` includes the
evidence commit and master `4b766b872993045a2e787404f0475503683e5ded`.
All 27 audited test files and both application files match the locally
verified code revision byte-for-byte. Current-head CI validates the
integrated branch, including the incoming master changes.
- All eight production-owner SHA guards for the 16 deliberate failing
mutation controls still match the integrated delivery checkout. The
mutation receipts therefore apply to those current owners.
- Full default `pnpm test:run`: **failed** with exit 1 at frozen code
revision `64370831ebe191e5ce092f85f79b6fb661df7e16`; HEAD and tracked
source bytes remained unchanged. The first general-server group reported
878 passing files, four failing files and six skipped files; 17,846
passing cases, 24 failing cases and 105 skipped cases. Later groups did
not run. Failures were `http-log-redaction` (socket hangup),
`public-mcp` (initial 15-second timeout followed by hosted token
“Refresh before subscribing” failures), `remove-test-home` (macOS
`ENOTEMPTY` where permission errors were expected, plus cleanup
failure), and `workspace-git-snapshot-streaming` (300-second timeout).
All four failing test files and the relevant cleanup/MCP production
owners are unchanged by this audit. Full local success is not claimed.
- Focused complete-owner diagnosis at the same frozen revision: 149/152
passed, three failed, zero skipped. `public-mcp` passed 82/82 and
`http-log-redaction` passed 66/66 unchanged. The two `remove-test-home`
cases reproduced macOS `ENOTEMPTY` against an expected `EACCES`/`EPERM`
contract; the 32 MiB workspace snapshot case reproduced its existing
300,000 ms timeout. HEAD and tracked files stayed clean. Exact blob
comparison confirmed all four test files and the relevant cleanup/MCP
owners match both inspected master
`4b766b872993045a2e787404f0475503683e5ded` and the frozen local
revision. The three remaining local failures are unresolved; no timeout,
retry or assertion was weakened.
- Current-head CI: [workflow
38299262149](https://github.com/paperclipai/paperclip/actions/runs/38299262149)
has passed runner selection and created all downstream
test/typecheck/build gates; those gates are queued, with no failures
reported. Greptile completed successfully at
`58c5c4aa241c85f4665a3159c192888bbb2a5cfa` with [5/5 and zero
comments](https://github.com/paperclipai/paperclip/pull/16022#issuecomment-6131457592).
All review threads are resolved or absent. This pull request will remain
open after verification.

Reviewers can reproduce the required workspace checks:

```sh
pnpm -r typecheck
pnpm check:token-gates
pnpm test:run
pnpm build
```

Browser suites were not run. Their sources and user journeys are
unchanged by this audit.

## Risks

- A fixture helper can hide a specialized input or change object
freshness. Full-program expansion checks and independent reviews
preserve the exact old inputs and execution order.
- Removing duplicate proof can remove a distinct contract by mistake.
The audit records the keeper for each deletion; all distinct security
and lifecycle cases remain.
- Concurrency checks can miss progress during a fixed delay. The AWS
repairs record actual provider entry, confirm holder entry, use measured
entry windows, require exact final event order and drain both operations
in `finally`.
- The full local default run failed. Focused diagnosis reproduced two
macOS cleanup failures and one existing snapshot timeout in unchanged
owners; these remain unresolved. Current-head CI is pending. No test
deadline, retry policy, skip or CI shard was weakened to obtain a pass.

> 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-6, reasoning, repository inspection, code
execution and delegated audit/review. The runtime does not expose the
exact served model identifier or context-window size; those values are
unavailable and are not inferred from the model catalog.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 22:23:11 +00:00
DottaandPaperclip 0d0e138dad refactor(chat): extract channel status, receipts, drafts and authority workflows (#15995)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Chat channels connect that work to provider conversations.
> - Provider workflows still fill the shared service.
> - Their authority and recovery rules need clear homes.
> - This PR lands five reviewed extractions into channel folders.
> - Shared authorization, state and worker lifetime stay explicit.

## Linked Issues or Issue Description

Refs #15976, #15996, #15999, #16001 and #16002. This root PR now
contains all five extractions from batch three. The four upper PRs were
merged into their parents. The combined tree matches reviewed stack head
`789e918b5af49ec1958076ce4d22d31006205302` exactly.

## What Changed

- Extract Slack session status and accepted-file receipt recovery.
- Extract Telegram publication drafts and Stop handling.
- Extract Photon events and native responses.
- Extract Teams file-transfer authority.
- Reduce `chat-channels.ts` from 29,897 to 26,461 lines (3,436 lines,
11.5%).
- Preserve function bodies, runtime-map identity, leases and transaction
boundaries.

## Verification

- All 117 selected public-service cases passed before and after their
respective extractions.
- All 30 moved declarations and remaining service statements preserve
normalized syntax across the five slices.
- Server typecheck, module boundaries and whitespace checks passed.
- Cumulative `pnpm -r typecheck` and `pnpm build` passed. Combined-head
CI and review are pending on `5de1b0b99d71049a72440e8c131bf4bb30bdf3f3`.
- Fixtures exercise assembled services and disposable databases, not
live third-party providers.
- Cumulative local `pnpm test:run` on
`789e918b5af49ec1958076ce4d22d31006205302` exited 1: 32,414 passed, 125
skipped, one failure. `company-skills-routes.test.ts:1691` (`stars,
forks, and comments on skills through company-scoped endpoints`) failed
with `socket hang up`; that test and its route are unchanged by this
stack. The same 58-case suite then passed in isolation without code
changes. The original command did not reach 111 later serialized suites;
its failure is retained, so the full-local-test checklist remains
unchecked.

```sh
pnpm exec vitest run server/src/__tests__/chat-channels.integration.test.ts -t 'Slack session|Slack turns to Idle|signed Slack session stop|denies guest Slack stops'
```

- Combined-head CI attempt 1: five runners received a shutdown signal at
19:13:08 UTC (server shard 10/12, serialized shards 2/9 and 7/9, E2E
shards 3/8 and 7/8). These jobs stopped during execution without a
failing test assertion. [Original
workflow](https://github.com/paperclipai/paperclip/actions/runs/38293566028).
The affected jobs will receive one unchanged retry after the other jobs
finish.

## Risks

- Changes cross durable provider recovery and authority boundaries. The
moved bodies preserve syntax, and 117 focused public-service cases
passed before and after their extractions.
- Shared workers, timers, runtime maps and generic authorization remain
in the service.
- The full local test run failed in an unchanged company-skills route
test; its result and the unrun suites are recorded above.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] 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>
2026-10-12 19:26:54 +00:00
DottaandPaperclip a2ac5c2715 refactor(chat): isolate Telegram, Slack, GitHub and Discord workflows (#15976)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Chat channels connect that work to external conversations.
> - The shared chat service still contains provider-specific workflows.
> - Those workflows are hard to inspect in a 34,000-line file.
> - This stack extracts Telegram, Slack, GitHub and Discord workflows
into their channel folders.
> - Shared authorization and service lifetime remain explicit.

## Linked Issues or Issue Description

Refs #15823, #15834, #15836, #15844 and #15845. Root of the second
behavior-preserving channel-folder refactor stack. The dependent PRs
#15979, #15981, #15985 and #15987 have merged into this branch; this PR
lands all five extractions on master.

## What Changed

- Move Telegram maintenance and subscription repair into
`chat-channels/telegram/maintenance.ts`.
- Move Slack session stopping and task starts into
`chat-channels/slack/session-stop.ts` and `task-start.ts`.
- Move GitHub webhook intake and recovery into
`chat-channels/github/webhook-ingress.ts`.
- Move Discord command registration and handling into
`chat-channels/discord/commands.ts`.
- Share type-only runtime records while preserving shared authorization,
transactions, live lease checks and worker ownership.
- Reduce the original service from 34,603 to 29,897 lines, removing
4,706 lines (13.6%).

## Verification

- All 205 selected integration cases passed before and after their
respective extractions: Telegram 41, Slack session stop 2 multi-step
scenarios, GitHub 84, Slack task start 25 and Discord 53. Each dependent
PR records its focused reproduction command.
- Server typecheck, module boundaries and whitespace checks passed.
- Per-slice syntax comparisons passed for moved declarations and
remaining service statements, allowing only the documented live callback
substitutions.
- Tests exercise the public service with disposable databases and
fixture provider transports. They do not claim live third-party
execution.
- Cumulative workspace typecheck and build passed on the final stack.
- Current-head CI passed on the combined stack commit
`d5b37dbe512e3e199932b6608cdc17639eda555a`; Greptile is 5/5 with no
unresolved threads.
- The [original serialized
shard](https://github.com/paperclipai/paperclip/actions/runs/38266518817/job/114870022249)
timed out in unchanged `adapter-auth-signal-routes.test.ts`. The exact
case passed locally without changes, and the [single job
retry](https://github.com/paperclipai/paperclip/actions/runs/38266518817/job/114874019933)
passed. The original timeout remains recorded.

Reproduce the original Telegram slice’s focused suite:

```sh
pnpm exec vitest run server/src/__tests__/chat-channels.integration.test.ts -t 'Telegram durable private draft Stop|Telegram maintenance|Telegram webhook|Telegram.*(pause|remove)|Telegram.*commands'
```

- Cumulative local `pnpm test:run` exited 1: the first server group had
**18,770 passed, 105 skipped, and one timeout** in unchanged
`server/src/services/workspace-git-snapshot-streaming.test.ts:56`
(300,000 ms on macOS). The fail-fast runner did not reach its later
workspace and serialized groups. An unchanged isolated rerun passed
using the existing timeout; this does not turn the original full run
green. The test and its Git utility code are outside this refactor; all
current-head CI jobs passed.
- Reproduce that diagnostic alone: `pnpm exec vitest run
server/src/services/workspace-git-snapshot-streaming.test.ts`.

## Risks

- Credential lease ownership and provider-confirmation ordering must
remain unchanged. Existing rotation, lease-loss, recovery and durable
Stop cases pass.
- The channel factories create no workers or timers and preserve live
runtime, shutdown and gateway-ownership reads.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 12:03:23 -05:00
Dotta a9830414c7 Preserve repository dependencies when importing GitHub skills (#15731)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Skills library imports reusable instructions from GitHub.
> - Some skills depend on shared files and sibling skills outside their
folders.
> - Directory-only imports lose those dependencies.
> - This pull request keeps repository files together and lets users
select which skills appear in the library.
> - Agents receive the original files and paths through the existing
skill delivery system.

## Linked Issues or Issue Description

Refs #14713. Related: #13656.

**Current behavior**

GitHub imports copy independent skill directories. Shared scripts,
policies, helper skills, and credit files can be omitted. One
shared-file error can block every skill.

**Proposed behavior**

New imports keep repository files together at the scanned commit. Show
all skills with their folders and select every skill by default.
Collapse individual package files. Omit unsupported or oversized files
with a warning. Import available content without repair choices or an
extra confirmation. Keep warnings on the saved source.

**Reason and benefit**

Skills can read their shared repository files after Paperclip delivers
them to an agent. Original instructions stay unchanged. Users can
inspect included files and understand omissions before and after import.

## What Changed

- Store immutable company-scoped repository snapshots and associate them
with skill versions. Regenerate the migration after merging master.
- Preserve original bytes, binary encoding, and executable modes.
Shared-file changes version each usable selected skill. Pinned versions
retain their original files.
- Deliver a discovery wrapper with the original tree under
`.paperclip-repository/`. Preserve invocation policy when present. Fork
and create-from-existing retain repository files.
- Keep repository files together for new UI imports. Show every skill,
select all by default, and collapse package files. Remove the
packaging-mode menu. Keep the mobile import footer visible.
- Warn about symlinks, submodules, oversized files, missing references,
and invalid optional manifests. A malformed skill remains selected with
a Needs setup warning. Usable skills still publish, and its original
file remains repository support content. Source warnings persist through
refresh. Unsafe execution and secret-disclosure findings omit the
affected files before snapshot publication.
- Expose saved repository files in the installed skill viewer, including
binary encoding and executable flags. Reads use the immutable
company-scoped snapshot; relative instruction links resolve from their
original repository directory.
- Audit delivered inventories and derive trust from all repository
files. Accept evaluation prose while retaining dynamic-execution
findings. Read blobs in one bounded Git batch and check budgets before
reading support files. Imports never execute setup commands.
- Add scanner, database, delivery, UI, and browser regressions. Update
Storybooks, screenshots, and documentation.

## Verification

- 69 focused scanner, Git snapshot, delivery, and PostgreSQL lifecycle
tests passed. They cover partial imports, warning persistence, missing
references, binary files, executable modes, copies, pinned versions,
cancellation, company isolation, and batched Git reads.
- 110 import, skill-detail, selection-tree, saved-file link, and
Markdown renderer tests passed. A file-switch regression failed before
the resolver fix and passed afterward. Browser walkthroughs cover the
all-selected open tree, repository preview, non-blocking warnings,
missing references, setup problems, warning persistence, and mobile
layout.
- Full workspace typecheck and build passed. Runner E2E TypeScript
checks and design-token gates passed. The full serial local suite was
attempted and stopped after over an hour. The existing 40,000-file Git
streaming stress test failed after 303 seconds on macOS; the broad local
suite is not counted as passed. All 55 applicable PR checks passed on
the final commit, including the full sharded CI suite. Two optional
Storybook workflows were skipped; the five local Storybook walkthroughs
passed.
- On October 12, live campaigns imported the private Poteto repository
through the production GitHub Sources UI, selected architect and bro,
and invoked them with native Codex on local and Daytona. The source
connection was disabled before invocation. Independent filesystem
inspections matched every supported Git blob, size, and executable mode.
Both tasks completed and cleanup passed. Campaigns:
`local-2026-10-12T15-07-39-504Z` (both environments),
`local-2026-10-12T16-08-39-682Z` (local), and
`local-2026-10-12T16-03-33-938Z` (Daytona). Each of the two selected
skills received all 234 supported repository files. Later changes only
affect the installed-file viewer and documentation. This qualifies skill
delivery and instruction reads, not every Poteto workflow or adapter.
- A manual source-checkout test drive imported a synthetic private
GitHub repository with a symlink, an oversized file, a missing
reference, and malformed skill metadata. Available skills published with
their shared checklist. The walkthrough found duplicate warning text
after import; the final UI fix removes that duplicate. The file viewer
exposes saved repository dependencies and resolves authored relative
links without changing the instructions. A follow-up live refresh
omitted unsafe helper files with warnings, preserved every safe file
byte, and survived a server restart.

Screenshots below use the production UI with Storybook fixtures. They do
not replace the live GitHub and runtime checks.

<details>
<summary>All skills visible and selected by default</summary>

![Default repository
import](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-import.png?raw=true)

</details>

<details>
<summary>Import stays available with warnings</summary>

![Import
warnings](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-warning-details.png?raw=true)

</details>

<details>
<summary>Repository file inspector</summary>

![Repository
files](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-files.png?raw=true)

</details>

<details>
<summary>Mobile import</summary>

![Mobile
import](https://github.com/paperclipai/paperclip/blob/codex/skill-repository-packages/docs/pr-screenshots/pr-15731/repository-mobile.png?raw=true)

</details>

## Risks

- Each selected skill carries a repository copy in the runtime. The
database stores each snapshot once. Runtime transfer and storage
increase with the number of assigned skills.
- Runtime budgets remain: 9,990 repository entries, 1 MiB per file, and
61 MiB total. File omissions are recorded as warnings. Source-access or
download failures retain installed versions.
- Import success does not prove that every skill can run. Environment
dependencies, credentials, delegation tools, and schedules still need
configuration. Imported setup scripts are not executed.
- Live runtime coverage is native Codex on local and Daytona. Other
adapters use the shared delivery path but were not exercised in these
campaigns.

The roadmap marks Skills Manager as shipped. This extends the existing
importer. Related pull requests were checked.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, automated tests, and browser tools. The exact deployment
identifier 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
- [ ] 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
2026-10-12 11:30:20 -05:00
DottaandPaperclip 1e0cfcb4fc test: retire redundant suites and consolidate owner coverage (#15978)
Retire duplicate ACPX and Codex proof after migrating unique assertions to their behavioral owners. Consolidate repeated fixtures and exact case matrices while preserving lifecycle, protocol, company, credential, approval, and ordering contracts. Remove the unused runtime-controls compatibility path and document test ownership and preservation evidence.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 10:44:02 -05:00
DottaandPaperclip d497d1ccec refactor(chat): extract failed-run retry coordination (#15845)
## Thinking Path

> - Paperclip manages agent work and sends results back to chat.
> - A failed chat run can be retried only while its original source
remains authorized.
> - That decision includes persisted source evidence and native runtime
state.
> - Retry claims also share in-flight promises and depend on service
shutdown.
> - This PR groups retry authorization, execution and notices in one
module.
> - The service retains the live admission, runtime and shutdown
boundaries.

## Linked Issues or Issue Description

Refs #15844, #15836, #15834 and #15823. Stack slice 5 of 5, based on
`codex/chat-publication-replacement`.
Merge each predecessor first, then retarget this PR. Do not merge the
stack out of order.

Stack order: #15823 (provider messages) → #15834 (resource
reconciliation) → #15836 (identity links) → #15844 (publication
replacement) → #15845 (failed-run retries). GitHub native stack merging
preserves this order and automatically restacks the remaining branches.

## What Changed

- Extract failed-run retry admission and coordination while keeping the
in-flight map, cursor, error class and authority registrations scoped to
one chat service.
- Move the exact Teams uncertain-file continuation proof into
`microsoft-teams/file-transfer-source.ts`.
- Pass the existing transaction, explicit source identifiers and denial
factory. Return only the proven publication ID.
- Keep committed-result, complete source-batch, ancestor and
other-uncertain-effect checks in shared `failed-run-retry.ts`.
- Keep native execution recovery together; its provider references
describe runner backends, not chat channels.
- The retry coordinator is 1,825 lines and the Teams proof is 149 lines.
Restack on revised #15844 and record the reassessment.

## Verification

- Baseline: 59 retry cases and six negative Teams authority cases
passed. The combined 65 cases passed after the move.
- Cases cover retry ownership, service restart/lifetime, ambiguous Teams
receipts, sibling unknown effects, changed source authority and active
attempts.
- Teams guard, joins, locks, attempt checks and selected ID match after
explicit input substitutions. The shared coordinator retains its state
and cleanup ownership.
- Server typecheck, module-boundary and whitespace checks passed.
- Integration uses disposable databases and fixture provider transports;
no live third-party execution is claimed.

- Fresh Greptile review is 5/5 on
`4f7151409717458717633aa270441a8faf33664e`, with a successful check and
no open review threads.
- Final-stack `pnpm -r typecheck` and `pnpm build` passed at
`57ec5ba94aecd860471f9b14db46f99120c7c790`.
- All CI checks passed on `57ec5ba94aecd860471f9b14db46f99120c7c790`.
- Full local `pnpm test:run` stopped in the general-server group: 18,763
passed, 105 skipped, and one test timed out after 20 seconds in
unchanged `workspace-runtime.test.ts` ("does not accept an occupied
allocated port when listener ownership is unavailable"). The same case
passed in an isolated rerun without code, assertion or timeout changes
(1 passed, 175 excluded). The original timeout is retained as a failed
full run; later workspace and serialized groups were not reached. The
full local gate remains unverified.

- Merge verification on the restacked tree: 118 focused identity,
publication, Photon and retry integration tests passed; server typecheck
and module-boundary checks passed. GitHub’s rebased trees exactly match
the previously reviewed file contents.

- All current-head required checks passed on
`4f7151409717458717633aa270441a8faf33664e`: full CI; Greptile 5/5 with
no unresolved threads.

## Risks

- Authorization must remain fail-closed across committed output and
retry admission. The helper proves only the Teams transfer; the caller
still checks the complete source and result in the same transaction.
- In-flight promises, error-class identity, registration cleanup, cursor
state and the live shutdown getter must remain per-service. Their code
is unchanged by this channel-folder move.
- This PR depends on #15844. Merge and retarget in stack order.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 09:49:34 -05:00
DottaandPaperclip 5a72061ccc refactor(chat): extract publication replacement decisions (#15844)
## Thinking Path

> - Paperclip publishes agent progress and results back to chat.
> - Some updates replace an earlier message while others need a new
message.
> - The current outbound link and task generation determine that
authority.
> - These decisions are spread through the large chat service.
> - This PR groups publication replacement and supersession decisions in
one module.
> - Reviewers can follow those decisions without reading provider
transport code.

## Linked Issues or Issue Description

Refs #15836, #15834 and #15823. Stack slice 4 of 5, based on
`codex/chat-identity-links`.
Merge the predecessor first, then retarget this PR. Do not merge the
stack out of order.

Stack order: #15823 (provider messages) → #15834 (resource
reconciliation) → #15836 (identity links) → #15844 (publication
replacement) → #15845 (failed-run retries). GitHub native stack merging
preserves this order and automatically restacks the remaining branches.

## What Changed

- Extract shared publication replacement and supersession queries from
the large service.
- Keep exact outbound ownership, run/wake scope, consumed progress,
interaction replacement and retained-source authorization together.
- Put the iMessage typing-versus-progress policy in
`imessage-photon/publications.ts`.
- Preserve endpoint lookup timing and all ownership query bodies. The
multi-provider close allowlist remains shared dispatch metadata.
- Restack onto the revised #15836 and record why this boundary remains
mostly shared.

## Verification

- The same 49 existing publication and Photon integration cases passed
before and after the provider-policy move. Other cases were excluded by
the filter.
- Cases cover close-owned progress, ambiguous delivery, interleaved
Slack control, Telegram confirmation, FIFO replacement and Photon
channel behavior.
- Server typecheck, module-boundary and whitespace checks passed. Only
the iMessage predicate/reason moved; ownership queries are unchanged.
- Historical server shard 2 hit a cleanup deadlock; its unchanged
[isolated rerun
passed](https://github.com/paperclipai/paperclip/actions/runs/38134431077/job/114457999409).
[Original
failure](https://github.com/paperclipai/paperclip/actions/runs/38134431077/job/114455332022).
- Tests use disposable databases and fixture provider transports, not
live third-party execution.

- Fresh Greptile review is 5/5 on
`8e2da97b6dc11eb446128b61c789edb529c50d5a`, with a successful check and
no open review threads.
- Final-stack `pnpm -r typecheck` and `pnpm build` passed at
`57ec5ba94aecd860471f9b14db46f99120c7c790`.
- Historical pre-restack CI failed on `ci / General tests (server
(11/12))` and its aggregate `ci / verify`. All 1,255 tests passed, but
worker-exit cleanup in unchanged
`server/src/__tests__/setup-supertest.ts:32` failed with EACCES removing
a temporary `paperclip-vitest-home-*` directory. The [original
job](https://github.com/paperclipai/paperclip/actions/runs/38256549828/job/114836065382)
and the [single unchanged
rerun](https://github.com/paperclipai/paperclip/actions/runs/38256549828/job/114839735273)
failed the same way. No further reruns were requested. After GitHub
automatically restacked the branches, the full cumulative run on #15845
passed this server shard. This middle PR uses the repository’s
policy-only stack CI scope; the top PR runs all suites.
- The final full-local-suite outcome for this cumulative stack is
recorded in #15845; do not infer that gate from the focused tests above.

- Merge verification on the restacked tree: 118 focused identity,
publication, Photon and retry integration tests passed; server typecheck
and module-boundary checks passed. GitHub’s rebased trees exactly match
the previously reviewed file contents.

- All current-head required checks passed on
`8e2da97b6dc11eb446128b61c789edb529c50d5a`: policy CI (middle-stack
scope; full cumulative suites passed on #15845); Greptile 5/5 with no
unresolved threads.

## Risks

- Splitting shared ownership queries per channel would duplicate
authorization rules. They remain in the shared module.
- Preserve the issue-to-run lock order and retained-source callback. The
factory creates no worker or mutable state.
- This PR depends on #15836. Merge and retarget in stack order.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 09:49:34 -05:00
DottaandPaperclip de79750939 refactor(chat): extract identity linking (#15836)
## Thinking Path

> - Paperclip connects provider identities to company members.
> - A confirmed identity determines whose permissions apply to chat
messages.
> - Token consumption and membership checks must remain atomic.
> - These operations currently share the large chat channel service.
> - This PR moves identity linking into one module with explicit runtime
callbacks.
> - Reviewers can inspect the complete identity-link flow together.

## Linked Issues or Issue Description

Refs #15834 and #15823. Stack slice 3 of 5, based on
`codex/chat-resource-reconciliation`.
Merge the predecessor first, then retarget this PR. Do not merge the
stack out of order.

Stack order: #15823 (provider messages) → #15834 (resource
reconciliation) → #15836 (identity links) → #15844 (publication
replacement) → #15845 (failed-run retries). GitHub native stack merging
preserves this order and automatically restacks the remaining branches.

## What Changed

- Extract company-scoped identity linking into shared
`identity-links.ts`.
- Move Slack connect receipt queries, access requests and
confirmation-notice staging into `slack/identity-links.ts`.
- Move GitHub identity fields into `github/identity-links.ts`.
- Preserve shared token consumption, link locks, membership checks and
revocation.
- Stage the Slack notice inside the original confirmation transaction.
Schedule delivery after commit. Keep runtime and public URL callbacks
live.
- Restack on the revised resource PR #15834 and record the architectural
reassessment in the plan.

## Verification

- Four existing service integration cases passed before and after. The
Slack connect case covers discovery, preview, access requests, duplicate
requests, member confirmation, provider notice, consumed tokens and
endpoint isolation.
- Receipt queries, the access-request transaction and notice payload
match the previous implementation with explicit parameter substitutions.
- Server typecheck, module-boundary and whitespace checks passed.
- These are local database and fixture transport tests, not live Slack
execution.

- Fresh Greptile review is 5/5 on
`7b44962f09fe8043c77ed40e05f761f31c64b33c`, with a successful check and
no open review threads.
- Final-stack `pnpm -r typecheck` and `pnpm build` passed at
`57ec5ba94aecd860471f9b14db46f99120c7c790`.
- All CI checks passed on `62ee045a4728da2d756be3d2e40d13e592a0b5a9`.
- The [original workspace
shard](https://github.com/paperclipai/paperclip/actions/runs/38256203686/job/114834873234)
timed out waiting for the CLI import/export test server health endpoint.
Its [single unchanged rerun
passed](https://github.com/paperclipai/paperclip/actions/runs/38256203686/job/114838954081).
The original timeout remains part of the evidence.
- The final full-local-suite outcome for this cumulative stack is
recorded in #15845; do not infer that gate from the focused tests above.

- Merge verification on the restacked tree: 118 focused identity,
publication, Photon and retry integration tests passed; server typecheck
and module-boundary checks passed. GitHub’s rebased trees exactly match
the previously reviewed file contents.

- All current-head required checks passed on
`7b44962f09fe8043c77ed40e05f761f31c64b33c`: full CI; Greptile 5/5 with
no unresolved threads.

## Risks

- Confirmation must retain transaction and token ownership. The Slack
helper receives the existing transaction and stages the same effect;
scheduling remains after commit in the shared coordinator.
- This PR depends on #15834. Merge predecessors and retarget before
merging this PR.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 09:49:33 -05:00
DottaandPaperclip 3a213ab987 refactor(chat): extract resource reconciliation and availability (#15834)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Chat resources control which provider destinations can admit that
work.
> - Inventory updates and lifecycle callbacks must preserve company
scope and operator choices.
> - These rules share a large service with runtime and credential
ownership.
> - This PR extracts resource reconciliation and its availability
transaction.
> - Reviewers can inspect resource changes together while the service
retains runtime control.

## Linked Issues or Issue Description

Refs #15823 (merged). Slice 2 of 5 now targets `master`. Remaining
order: #15834 → #15836 → #15844 → #15845.

## What Changed

- Extract shared resource inventory, audited selection and availability
settlement from the large service.
- Put GitHub repository parsing, rename/transfer repair, webhook
recovery and listing in `github/resources.ts`.
- Put Telegram group migration in `telegram/resources.ts`, using the
coordinator's existing transaction and timestamp.
- Put Slack labels, Teams IDs and Photon participant parsing in their
channel folders.
- Keep lease assertions, delivery settlement and the resource upsert
between Telegram migration steps in the shared coordinator.
- The shared module is 598 lines; provider resource modules total 409
lines. Update the dated plan with this reassessment.

## Verification

- On updated master, 15 existing resource integration cases and one
Telegram migration case passed before this folder move. The same 16
cases passed after. Other cases were excluded by the filter.
- Eight moved declarations and three transaction blocks match the prior
implementation. The GitHub provider guard remains in the caller.
- Server TypeScript, module-boundary and whitespace checks passed.
Rebuilt plugin SDK types after rebasing onto current master.
- Historical browser shard 8 timed out on inbox retry; its unchanged
[rerun
passed](https://github.com/paperclipai/paperclip/actions/runs/38134430238/job/114457529315).
[Original
failure](https://github.com/paperclipai/paperclip/actions/runs/38134430238/job/114455332214).
- Tests use local disposable databases and fixture provider transports.
No live third-party execution is claimed.

- Fresh Greptile review is 5/5 on
`e914f532ca66c429125492c1723df38afc6e13d7`, with a successful check and
no open review threads.
- Final-stack `pnpm -r typecheck` and `pnpm build` passed at
`57ec5ba94aecd860471f9b14db46f99120c7c790`.
- All CI checks passed on `e914f532ca66c429125492c1723df38afc6e13d7`.
- The final full-local-suite outcome for this cumulative stack is
recorded in #15845; do not infer that gate from the focused tests above.

## Risks

- Resource identity and migrations depend on lock and write order.
Provider modules use the original transaction; statement order and
credential fencing remain unchanged.
- Shared selection and availability still contain provider dispatch
predicates. They coordinate common state transitions and should remain
shared.
- Full local tests and current-revision CI remain required for a green
handoff.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning and repository tools. The
exact runtime model ID and context-window size are not exposed in this
session. No separate agent was used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 09:39:51 -05:00
DottaandPaperclip fb21a3f30a refactor(chat): extract provider message normalization (#15823)
## Thinking Path

> - Paperclip manages AI agents and keeps their work attached to company
tasks.
> - Chat providers deliver messages and corrections into those tasks.
> - The chat channel service has grown to 39,155 lines.
> - Provider message normalization has no database or worker ownership
of its own.
> - This pull request moves that responsibility into one module while
preserving the service body.
> - Reviewers can now find provider identities, timestamps, and edit
revisions together.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Maintenance of inbound chat message normalization in the server.

**Subsystem affected**

Server chat channels.

**Current behavior**

Provider message parsers and identity rules share a 39,155-line file
with credentials, runtime ownership, database admission, and publication
workers.

**Proposed behavior**

Move provider message normalization into
`chat-channels/provider-messages.ts`. Keep service exports and runtime
behavior unchanged.

**Reason and benefit**

This creates a clear first boundary for an incremental refactor. A dated
plan ranks the next four larger extractions. No duplicate chat refactor
was found in the GitHub title search.

**Breaking changes**

None intended. No schema, endpoint, transport, or public service API
changes.

Stack order: #15823 (provider messages) → #15834 (resource
reconciliation) → #15836 (identity links) → #15844 (publication
replacement) → #15845 (failed-run retries). Merge in this order;
retarget each child after its predecessor lands.

## What Changed

- Move provider message parsing into
`chat-channels/telegram/messages.ts`, `slack/messages.ts`,
`discord/messages.ts`, `microsoft-teams/messages.ts` and
`github/messages.ts`.
- Keep shared actor normalization, actor data and the inbound text limit
in `chat-channels/message-lifecycle.ts`. These six modules total 566
lines / 19,534 bytes.
- Import provider modules directly. Follow this provider-folder
convention for future extractions.
- Preserve exact actor IDs, edit hashes, timestamp provenance, and
Telegram message identity rules.
- Narrow two input types to the Teams parser method and the retained
delivery fields actually read.
- Reduce `chat-channels.ts` from 39,155 lines / 1,509,090 bytes to
38,643 lines / 1,491,703 bytes.
- Record five ranked extraction candidates and verification evidence in
the dated plan.

## Verification

- The original extraction passed complete CI and 5/5 review at
`cbba30a526`. Those results are historical; the updated head is
`90ac517e6c310c8cf194dbbd668006f740e58f3a`.
- Structural comparison: all 21 moved declarations match the base after
normalizing exports and two type-only changes. All remaining non-import
declarations, including the complete service body, match the base.
- Provider-folder update: the same 48 public service integration cases
passed locally before and after the move on PR #15823. They cover
Slack/Discord revision identity, Teams edits, GitHub edits, Telegram
rich messages and provider chronology.
- All 22 message declarations retain identical bodies; the service
changes imports only. The four dependent extractions rebased without
conflicts.
- Final-stack workspace `pnpm -r typecheck` passed. Module-boundary and
whitespace checks passed.
- Final-stack `pnpm build` passed. The fresh `pnpm test:run` was
interrupted after PostgreSQL startup failures recurred. An isolated
`native-status-arbiter-corpus.test.ts` run failed during database
initialization after five attempts; all 45 tests skipped. All 32 host
shared-memory slots were occupied. The full local gate remains
unverified; only the task-owned run was stopped.
- Greptile rated updated head `90ac517e6c310c8cf194dbbd668006f740e58f3a`
5/5 with no inline review threads.
- Updated-head CI passed: 53 successful checks and two skipped checks,
including all chat integration shards, typecheck, build and browser
suites.
- Tests use disposable databases and fixture provider transports. No
live third-party execution is claimed.

## Risks

- A wrong module import or changed revision identity could affect
message admission. Existing service-path tests and the declaration
comparison cover those risks.
- Authentication, company-scoped transactions, leases, background
workers, and shutdown remain in the original service.
- The service closure remains large. Resource reconciliation is the
recommended next extraction.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, local code execution, and
repository tools. The exact runtime model ID and context-window size are
not exposed in this session. No separate planning or review agent was
used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 08:21:46 -05:00
DottaandPaperclip e733bddc45 perf(chat): stop polling provider action and session sync queues (#15822)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat stores pending provider actions in durable database rows.
> - Three action queues still scan every second when empty.
> - These scans keep idle databases active.
> - This pull request wakes those queues after a commit or at their next
deadline.
> - Empty queues stop querying while existing recovery rules remain in
place.

## Linked Issues or Issue Description

Refs #15808, #15802, #15625. Related sleep work: #15750, #15757.

**What existing behavior does this improve?**

Provider messages and notices, accepted GitHub webhook receipts, and
Slack session status synchronization.

**Current behavior**

Chat maintenance scans these three queues every second. It also rechecks
paused Slack sync rows every 30 seconds.

**Proposed behavior**

Reuse the transaction-aware action workers and existing chat_actions
rows. Wake after commits. Restore unfinished work on startup. Use stored
retry and stale-claim deadlines. Stop scanning when empty. Park paused
Slack sync rows until an endpoint change.

## What Changed

- Add three topics to the existing action worker registration. No
tables, migrations, triggers, or external services.
- Signal producers, claims, retry updates, terminal settlements, and
operator resolution inside their owning transaction. Provider I/O
remains outside transactions.
- Share pending-state and deadline predicates between dispatch and
scheduling. Exclude terminal history and uncertain provider sends.
- Preserve GitHub receipt attempt fences and provider-send quarantine.
Preserve Slack's 30-minute refresh while a session is processing.
- Remove these workers from periodic app maintenance. Update the sleep
inventory and add regression coverage.

## Verification

- Passed: 13 focused tests across scheduler, app wiring, and real
PostgreSQL integration. Covers actual commit wakes with deferred fast
paths disabled, GitHub retries and startup recovery, stale-send
quarantine, Slack publication-to-sync delivery, paused deadlines, and
idle queues.
- Passed: pnpm typecheck.
- Passed: full chat integration and related coordinator suites, **1,274
tests across five files**.
- Passed: pnpm build.
- Greptile: **5/5**, no actionable findings, completed on
`dc284cd275e5f6df624d60b27954421f2bcdbee2`.
- Hosted CI: **54 checks passed**, two intentionally skipped Storybook
checks, no failures or pending checks on
`dc284cd275e5f6df624d60b27954421f2bcdbee2`.

Provider responses are simulated. PostgreSQL, transactions, service
dispatch, and scheduling are real. No live Slack or GitHub App was used.

## Risks

- Writers must emit the existing process-local transaction signal.
Independent database clients and direct SQL still need explicit
integration or startup recovery.
- Accepted GitHub receipts are covered. Finding callbacks GitHub never
delivered still uses the separate provider recovery lane.
- Other chat maintenance and persistent transports still run. This does
not establish whole-instance sleep.
- Existing claim, revision, credential, and authorization checks remain
authoritative during concurrent foreground and scheduled dispatch.

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code execution, and
automated tests.

## 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>
2026-10-11 06:08:05 -05:00
DottaandPaperclip b1ebe3de3c perf(chat): wake action queues from commits and deadlines (#15808)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat keeps durable rows for provider actions and setup messages.
> - Five action queues still scan the database every second when empty.
> - Empty scans add idle database traffic and prevent cost savings from
sleep.
> - This pull request wakes these queues when their writes commit or
their next deadline arrives.
> - Existing rows retain retry and restart recovery. Empty queues stop
scanning.

## Linked Issues or Issue Description

Refs #15802, #15625, #15750, #15757. Related allocation work: #15153.

**What existing behavior does this improve?**

Idle chat reconciliation for Slack Board messages, Slack slash-command
task starts, Slack setup verification messages, receipt reactions, and
Slack session stops.

**Current behavior**

The app runs these five queue scans through chat maintenance every
second, including when no work exists.

**Proposed behavior**

Each queue has an independent worker on the existing scheduler.
Producers and foreground claim/retry/settlement writes announce work
inside their database transaction. The worker wakes after the outer
transaction settles. Startup restores durable work. Shared dispatch and
deadline predicates select real retries and abandoned claims. Empty
queues disarm.

**Subsystem affected**

Server chat services. No schema or migration changes.

## What Changed

- Register five action workers alongside the three delivery workers from
#15802. Remove their scans from periodic app maintenance.
- Share action eligibility between dispatch and deadline selection. Park
paused Board messages and task starts until endpoint changes. Preserve
uncertain-send quarantine.
- Wake setup verification after account, welcome, registration, or
authenticated callback changes. Exclude prerequisites that need another
event.
- Persist a retry time for failed provider-confirmed task admission. Its
own commit notification cannot cause an immediate retry loop.
- Reuse the existing transaction signals and scheduler registration
code. Provider calls remain outside database transactions.
- Update the instance-sleep inventory and add scheduler and PostgreSQL
regression coverage.

## Verification

- Passed: 37 scheduler, coordinator, and app-wiring tests, including an
idle hour with no further scans or timers.
- Passed: seven focused PostgreSQL chat cases. These cover deadline
eligibility, startup recovery, outer-commit wakes, actual producer
signals, and signed-callback verification without maintenance polling.
- Passed: `pnpm typecheck`.
- Passed: full chat integration suite and related
publication/coordinator tests, **1,278 tests** across six files,
including **1,228 chat integration cases**.
- Passed: `pnpm build`.
- After the review fix, seven focused PostgreSQL integration cases and
the server typecheck passed again. Deadline and dispatch queries now
exclude completed action history.
- Greptile: **5/5** on `35a979fce6bb9ab910fab3373ec8e537fc2d01a9`, with
the prior finding resolved and no new findings.
- Fixed a CI timing failure in the GitHub mention integration test:
asynchronous admission now has an explicit ten-second assertion deadline
instead of the default one second. The failure reproduced locally; all
five mention variants and all 398 cases in the matching CI shard pass
after the fix.
- Hosted CI passed on `35a979fce6bb9ab910fab3373ec8e537fc2d01a9`: **54
successful checks**, two intentionally skipped Storybook checks, no
failures or pending checks.

Provider responses are simulated in the integration suite. PostgreSQL,
transactions, service dispatch, and scheduling are real. No live Slack
workspace was used.

## Risks

- Every producer that changes runnable state must emit a transaction
signal. This change covers the five queues and their foreground
dispatch/retry paths. Direct SQL and independent DB owners still need
explicit integration or startup recovery.
- Missing retry or claim deadlines can strand work. Tests compare the
dispatch and deadline behavior, including paused and uncertain states.
- Other provider maintenance, sockets, and scheduled jobs remain. This
change does not establish full instance sleep.
- No new tables, migrations, or provider credentials are required.

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code execution, and
automated tests.

## 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 13:14:23 -05:00
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
DottaandPaperclip 19e9facc5b perf(chat): wake delivery queues from commits and deadlines (#15802)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors store incoming messages and outgoing publications in
durable queues.
> - The app checks these queues every second, even when they are empty.
> - Empty scans keep the database active and hinder instance sleep.
> - This pull request wakes three queue workers after transactions
settle and at known retry or recovery deadlines.
> - Empty queues stop scheduling checks. Existing rows retain their
ordering, retry, and recovery rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Idle database activity from incoming chat deliveries, outgoing
publications, and Slack upload receipt recovery.

**Subsystem affected**

`server/` — chat delivery and background work scheduling.

**Current behavior**

The app's one-second chat timer scans the three queues together with
provider and action maintenance. Empty queues continue to query
PostgreSQL.

**Proposed behavior**

Register three independent workers with the existing delivery
coordinator. Producers announce work inside their database transactions.
Commit wakes the corresponding worker. Startup restores outstanding
work; persisted retries and stale claims supply the next deadline. An
empty queue has no recurring scan.

**Reason and benefit**

Remove avoidable queue reads without requiring a new table, an external
scheduler, or a persistent PostgreSQL listener.

**Breaking changes**

No schema or public API change. Work notifications are scoped to the
app's shared database owner. Direct SQL and independent database roots
do not send these notifications; startup still scans durable work.

**Additional context**

Refs #15625, #15750, and #15757 for the preceding sleep work. Related:
#15153 reduces chat query allocation while retaining polling. This PR
changes when the three queue workers run; it does not add query caching.

## What Changed

- Register independent incoming delivery, publication, and Slack receipt
workers on the shared scheduler.
- Add transaction work signals at queue writes, endpoint state changes,
and action transitions that unblock publications. Keep provider I/O
outside the added transactions.
- Restore deadlines from durable retry times, abandoned claims, and
publication lease expiry. Share publication and receipt eligibility
rules between dispatch and deadline queries. Respect incoming
conversation order and lifecycle dependencies.
- Exclude publications blocked by unresolved Slack tool sends. Wake them
when the tool receipt changes.
- Wake publication dispatch when an endpoint send finishes so free slots
refill. Preserve per-endpoint concurrency, conversation order, and
conservative handling of uncertain sends.
- Wake receipt recovery when a stale publication becomes
`delivery_unknown`, and wake queues when a provider connection recovers.
- Commit interaction publications with their callback tokens so dispatch
cannot see an incomplete card.
- Keep provider runtimes, other action outboxes, milestone and
wake-notice projection, Teams protocol maintenance, GitHub recovery, and
Slack session synchronization on their existing maintenance cadence.
This PR does not make the whole chat subsystem idle.
- Update the instance sleep inventory with this partial migration and
its remaining work.

## Verification

- All 1,225 PostgreSQL chat integration cases passed across the three
hosted chat shards. These cover retry and lease deadlines, blocked
followers, unresolved Slack sends, provider recovery, commit visibility,
and endpoint slot refill.
- 32 local app-wiring, queue-worker, and delivery-coordinator tests
passed after updating the wiring assertion for event-driven dispatch.
Fake timers cover an hour of idle time without queue scans.
- Related publication, interaction, receipt, and wake-notice tests
passed locally. The 13 interaction integration cases include atomic
rollback when callback-token storage fails.
- Local `pnpm typecheck`, `pnpm build`, and final server typecheck
passed. All hosted checks passed on the final commit, including build,
typecheck, test shards, release registry checks, and the canary dry run
(54 successful checks; two Storybook checks skipped for this backend
change).
- The last local PostgreSQL rerun was skipped because the embedded
database startup probe failed after five attempts. The hosted PostgreSQL
cases ran successfully; their skips only partition cases across shards.
- `git diff --check` passed. Greptile is 5/5 on the final commit with no
unresolved findings.

## Risks

- Every producer that makes queued work eligible must send a transaction
work signal. The tests exercise commit visibility, concurrent wakes,
worker failures, and restart recovery. Future direct SQL writers must
participate in this contract.
- The existing database work-signal layer reconciles uncertain
transaction outcomes. This PR adds no work-signal table or schema
migration.
- Provider and action maintenance still polls. Further changes are
required before an idle chat-enabled instance can sleep.
- Tests use real PostgreSQL with simulated provider responses; they do
not send messages through live provider accounts.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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 09:13:44 -05:00
DottaandPaperclip 35511366dc perf(server): schedule browser cleanup only while sessions exist (#15757)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Hosted instances must become quiet when they have no work.
> - Browser Use queried its session table every three seconds, even when
empty.
> - Existing session rows already store the next poll time and cleanup
lease.
> - This pull request uses commit signals and those saved deadlines to
schedule cleanup.
> - Empty instances stop browser database scans. Live sessions keep
their safety checks.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Browser Use background cleanup and recovery. This follows #15625 and
#15750.

**Subsystem affected**

server/ — REST API and orchestration services.

**Current behavior**

The app scans for due sessions every three seconds, including instances
that have never used Browser Use.

**Proposed behavior**

Scan once at startup. Wake after session creation, provider-create
settlement, stop requests, or credential-removal cleanup. Schedule the
next check from `nextPollAt` and `leaseUntil`. Stop scheduling when all
sessions are terminal.

**Reason and benefit**

Remove empty database traffic so idle stacks and their database
connections can become quiet.

**Breaking changes**

No API or schema change. Running and idle sessions retain provider
polling, cost accounting, access checks, expiry checks, and cleanup
retries.

## What Changed

- Register browser cleanup with the existing work coordinator. Remove
the app's three-second interval.
- Signal existing session transactions before writes. No new tables or
provider infrastructure.
- Restore deadlines from live sessions and their leases. Wake after a
credential-removal sweep releases its lease.
- Wait for concurrent cleanup instead of returning while it still runs.
Drain and standby preserve deferred work.
- Add scheduler tests and database-backed commit and restart coverage.
Update the connector guide and sleep inventory.

## Verification

- Passed: focused browser worker and shared coordinator tests, 17 tests.
- Passed: browser lifecycle, route-scope, viewport, and transport tests,
50 tests. The lifecycle suite uses real local Postgres and a simulated
provider.
- Passed: `pnpm -r typecheck` and `pnpm build`.
- Passed: all hosted test groups for this commit. Started full local
`pnpm test:run`, then stopped its duplicate serial run after the
complete hosted sharded suite passed; no full local-suite pass is
claimed.
- Passed: direct server TypeScript check. Greptile reviewed
`99c3217a2dea505be94081e729941e542e6fbc03` at 5/5 with no findings. All
54 applicable hosted checks passed; the two Storybook checks were
skipped because this PR has no UI changes.

## Risks

- Process-local signals cover services that share the instrumented
database owner. Independent processes and direct SQL writes require
startup recovery; this does not add cross-process notification.
- Live sessions still poll. This removes empty scans; it does not make a
running hosted browser sleep.
- Cleanup uses the existing provider protocol and lease fences. Tests
simulate the provider; no paid live browser was created for this
scheduling change.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 07:06:31 -05:00
DottaandPaperclip ce024457f3 perf(server): wake email work from commits and deadlines (#15750)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Email connects agent tasks to durable incoming and outgoing
messages.
> - The email worker scans the database every second, even with no
inboxes.
> - These queries prevent idle database connections from closing.
> - This pull request wakes email work from committed writes and known
deadlines.
> - Empty email installations stop polling. Existing delivery and
catch-up guarantees remain.

## Linked Issues or Issue Description

Refs #15625. Related standby work: #15314.

**What existing behavior does this improve?**

The AgentMail background worker and its database traffic when idle.

**Current behavior**

Every instance queries active email endpoints each second. Active
inboxes also scan delivery queues each second even when no work is due.

**Proposed behavior**

Scan once at startup. Wake after endpoint and queue transactions settle.
Restore the next retry or catch-up deadline from existing rows. An
instance with no active inboxes has no recurring email queries or timer.

**Reason and benefit**

Thousands of empty instances should not keep their databases awake to
discover that email is still unconfigured.

## What Changed

- Use the shared transaction-aware coordinator for email work, including
changes made by separate service objects on the same database owner.
- Signal endpoint activation and control changes, incoming events, and
outgoing sends inside their transactions.
- Add an optional deadline to the coordinator. Email uses persisted
retry times, mailbox catch-up times, and socket reconnect times. Only
the first pending send in each conversation determines its send
deadline.
- Preserve startup recovery, lease fences, idempotency, standby
suppression, idle drain, and shutdown.
- Update the sleep inventory and add quiet-idle, commit, activation,
retry, and lifecycle tests.

## Verification

- Focused coordinator, email idle, and warm standby tests: 20 passed
locally.
- Database-backed email integration suite: 41 passed locally with real
PostgreSQL and a simulated AgentMail provider.
- After review, the updated delayed-reply regression passed separately:
1 selected test passed, 40 intentionally filtered out. It verifies no
scans before the first reply deadline and delivery of both replies in
order.
- `pnpm -r typecheck` and `pnpm build` passed locally.
- The local `pnpm test:run` was interrupted after its checkout was
removed externally. Completed local checks above are preserved. The
[final-commit hosted CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/37997072212)
passed: 54 successful checks, 2 expected Storybook skips, no failures.
It includes the full general and serialized test matrix, runner checks,
browser tests, build, typecheck, and canary packaging.
- Greptile: 5/5 on `ec98f3b86ee476d75e0edf3366b357377ea09d69`, with no
actionable findings.

## Risks

- New email producers must register work inside their write transaction.
No new tables or migrations are required.
- Signals are local to one database owner and its dedicated pools.
Independent processes and direct SQL do not emit them. Startup recovers
existing work; configured inboxes also retain their recovery deadline.
- Active inboxes still catch up each minute. WebSocket mode still renews
its lease every 20 seconds. This change does not provide external waking
or make active sockets sleep.
- Provider calls were simulated in tests. No live email was sent.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:19:41 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact runtime model identifier and context 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 references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; complete
test matrix is checked in CI)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [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 17:01:20 -05:00
DottaandPaperclip 556daf9a99 feat(dot): run cloud assignments in managed sandboxes (#15691)
## Thinking Path

> - Paperclip manages agents and governs their work.
> - The Runner owns execution and task authority.
> - Dot executes at OpenAI and uses Paperclip through MCP.
> - Dot previously required a self-hosted controller.
> - Cloud must admit Dot work in a managed sandbox and keep protocol
traffic in the tenant.
> - This pull request adds managed Dot execution and dedicated pairing
routes.
> - The same Runner path can later host sandboxed workspace tools.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, through the existing dedicated MCP adapter. Related changes:
#15402, #15414, and #15581.

**Why this adapter is useful**

Cloud users need to assign work to Dot and let Dot request work while
idle. Neither path should execute agent commands on the control-plane
host or require an idle sandbox.

**How the agent is invoked**

The tenant serves OAuth, signed mailbox events, and scoped tools. Normal
admission creates a managed sandbox for each assignment. A verified Rust
Runner owns that assignment and relays its tools and results.

## What Changed

- Enable the external-agent invitation in Cloud behind the standalone
Dot flag.
- Launch Dot through the existing managed process launcher and
authenticated PRP transport.
- Verify the artifact digest and Dot capability before dispatch. Read
provider checkpoints from the execution target for recovery.
- Reject local execution in Cloud and reject managed workspace access
for this release.
- Add dedicated public Dot pairing aliases. Preserve the personal
assistant consent paths.
- Keep Dot events in the tenant when a personal Cloud broker is
configured.
- Use the app-configured heartbeat for Dot-initiated work. Report
terminal admission failures and fence stranded offers before new
admission.
- Offer normal comments through the active assignment's mailbox. Keep
their wakes deferred until a successful history receipt contains the
exact IDs; preserve unread comments through finish, batching and
recovery without replaying consumed input.
- Require a sandbox process fingerprint before dispatch and allow a
bounded five-minute controller reconnect gap. Preserve remote process
birth without inspecting a colliding controller PID.
- Recognize authenticated remote shutdown receipts even without an OS
exit code.
- Document dedicated pairing aliases and teach route coverage to inspect
literal path arrays.
- Add opt-in private Daytona qualification and focused contract tests.

## Verification

- Workspace typecheck, production build, and UI token gates passed.
- Focused onboarding, OAuth, managed environment, artifact metadata, and
terminal-fence tests passed. One environment-test timeout passed on an
isolated repeat.
- A private Daytona fixture passed with the real Rust Runner, signed
readiness, assigned app tools, document writes, duplicate receipts,
authority fences, completion, and sandbox deletion.
- A real OpenAI Dot completed both an operator-assigned task and a
Dot-initiated task in managed Daytona sandboxes. Both leases were
released.
- A real accepted Dot assignment survived a controller gap longer than
one minute with the same sandbox process, Runner, session, and
assignment. Dot consumed the normal task-comment follow-up and completed
exactly once; the lease was released.
- A real cancellation fenced an accepted assignment, released its lease,
and received Dot's acknowledgement without claiming a global provider
stop.
- Final local checks: 74 Dot execution, OAuth onboarding and API
contract tests after integrating the current agent-lifecycle changes, 9
real Rust driver tests, 21 remote-runtime tests plus the 3
detached-process cleanup tests, and 17 lifecycle tests passed. The final
live Daytona fixture passed and deleted its sandbox.
- A final real Dot follow-up stayed pending until its exact comment
appeared in a successful history receipt. Dot completed the original
managed assignment once; its lease was released.
- The broad local suite crossed a rebase and was stopped; its failures
are not a qualification of this final source. Focused repeats passed.
The final head passed all CI gates: workspace types, build, general and
serialized test suites, Rust and Runner verification, all browser
shards, and the canary dry run. Greptile is 5/5 with both findings
resolved.

## Risks

- Deploy the tenant app with its current Linux Runner artifact and the
corresponding front-door protocol routes together.
- This branch has not been deployed to a Cloud tenant. A deployed tenant
still needs an OAuth and assignment smoke test.
- Dot provider usage and cost are unmetered. Revocation fences Paperclip
tools and does not prove a global OpenAI stop.
- Missing or changed recovery identity fails closed. No replacement Dot
thread is invented.
- No schema migration is added. Managed Dot workspace access remains
unavailable.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution,
and browser testing. The exact runtime model identifier 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 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 12:58:35 -05:00
DottaandPaperclip 835a022936 perf(server): wake delivery queues from transaction-aware work signals (#15625)
## Thinking Path

> - Paperclip manages AI-agent work and its delivery to users and
agents.
> - Five delivery queues scan the database even when empty.
> - Each queue already has durable rows; empty polling wastes idle
hosting capacity.
> - Producers can register intent inside their existing database
transaction.
> - Central transaction tracking can wake consumers after the outer
commit without extra caller wrappers.
> - A lost response needs reconciliation against PostgreSQL before an
empty queue is safe to leave idle.
> - This change uses one scheduler for outstanding work and lets
settled, empty queues go quiet.

## Linked Issues or Issue Description

Supersedes the closed #15614. Related idle-safety work: #15522 and
#15599.

**What existing behavior does this improve?**

Delivery scheduling for feedback exports, chat completions, connection
continuations, question answers, and tool-action receipts.

**Current behavior**

Feedback scans every five seconds. Four delivery queues scan on the
heartbeat interval, normally 30 seconds. Startup and some event paths
also scan them.

**Proposed behavior**

Each producer awaits one intent registration before its queue write. The
existing `createDb` transaction boundary tracks nested savepoints and
wakes the consumer after outer settlement. Startup scans restore durable
work. Pending rows, failures, and unresolved transactions retain retry
deadlines. Empty, settled queues have no timer or recurring scan.

**Reason and benefit**

Normal delivery starts after commit. Central tracking removes
caller-specific post-commit plumbing. PostgreSQL transaction status
resolves lost responses without new tables or a permanent uncertainty
latch.

**Breaking changes**

No API or schema changes. The notification scope is one DB owner and its
dedicated child pools. Direct SQL, separate roots, and other processes
require an explicit wake/recovery integration. This path requires
PostgreSQL 14+ transaction-information functions; embedded PostgreSQL
uses 18.

## What Changed

- Add one named-deadline scheduler and app-owned coordinator for five
existing queues.
- Instrument `createDb().transaction()` centrally, including nested
savepoints. Dedicated child connections share their owner's signal
scope.
- Register work before the five queue insert paths. The first
registration obtains the outer XID; unrelated transactions issue no
extra SQL. Tool receipt insertion gains a small transaction around its
existing insert.
- Query `pg_xact_status` only for rejected, tracked transactions. Probe
before scanning the queue. Retain the idle hold while PostgreSQL still
reports an in-progress transaction or the probe fails. Release it after
settlement and reconciliation.
- Remove unconditional delivery recovery scans and caller-specific
completion post-commit actions. Retain the existing task-scoped
completion activity fast path and durable claims.
- Coalesce wakes without postponing an earlier deadline. Retry
outstanding rows and failures; suppress dispatch during idle drain while
allowing transaction and queue reconciliation; suppress both during warm
standby. Cancel deadlines and await active delivery sweeps on shutdown.
- Serialize feedback flushes. Vote routes return after saving. Uploads
have a 30-second deadline and shutdown cancellation; unfinished exports
remain recoverable.
- Document the writer contract and update the dated sleep inventory.

## Verification

- Final head: `a4609956841107ad60c4cb50fe2acb05636b1363`.
- Passed: all final-head hosted checks, with 54 successes and two
intentional skips. The full test matrix, typecheck, build, canary, and
aggregate verification passed in [run
37940948440](https://github.com/paperclipai/paperclip/actions/runs/37940948440).
- Passed: Greptile 5/5 on the same head, with a successful check run and
zero unresolved review threads. The branch is mergeable.
- Passed locally after the final rebase: 50 coordinator, scheduler, and
startup tests; server typecheck; server build.
- Passed locally before the final import-only rebase: repo-wide
typecheck and build; 237 PostgreSQL producer/delivery and database
signal tests; feedback, native-question, and idle-safety regression
tests.
- Real PostgreSQL tests hold transactions open after an injected client
response loss, then commit or abort. They verify that an empty scan
cannot clear an in-progress transaction. Another test terminates a real
backend and verifies recovery without replay.
- Coordinator tests cover an hour with no empty-queue timers,
pending/error retries, worker replacement, concurrent writes,
earliest-deadline preservation, rollback during idle drain, committed
work during drain, standby, and shutdown.
- Local `pnpm test:run` was started and stopped after embedded
PostgreSQL startup failures appeared. It did not finish and is not
reported as a pass. Later local database reruns had skipped suites;
those skips are not claimed as verification. The earlier PostgreSQL
tests did execute and pass, and the final hosted full matrix passed.

## Risks

- One XID query is added per transaction that registers delivery work.
Nested transactions share that ID. Registration must be awaited before
writing; new enqueue paths must follow this contract.
- Work signals are local to a DB owner and its dedicated child pools.
Independent roots, direct SQL, or other processes are not observed.
Startup scans recover already committed rows, but do not fence late
transactions from a previous process. Cross-process ownership and
database failover require separate work.
- A database outage or genuinely unresolved transaction keeps an idle
hold until status can be reconciled. No timer clears uncertainty by
assumption.
- These changes remove five empty polling loops. They do not implement
whole-instance sleep, database teardown, or an external waker. The
earliest deadline covers only the registered queues.
- Waiting tool reviews retain their existing retry cadence until their
receipts can be delivered.
- Feedback vote responses no longer wait for the remote upload. Sharing
consent and the saved vote response are unchanged.
- Real hosting-provider sleep and cost savings have not been measured.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository inspection, code
editing, and command execution. The runtime did not expose the exact
model revision or context window.

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 10:01:26 -05:00
DottaandPaperclip 57e977be72 feat: integrate Pi 1.0 into the experimental Runner (#14921)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The experimental Runner owns provider processes and durable
sessions.
> - Pi needs working task execution and human controls.
> - The five-PR stack must preserve changes already on master.
> - Each layer now carries the complete integrated source for a safe
sequential fallback.
> - This PR belongs to native GitHub stack #15602, ending at #14956.

## Linked Issues or Issue Description

Refs #14436, #14631, #14743 and #14956.

Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are
#14921, #14922, #14923, #14924 and #14956. The user authorized the
complete merge after checks pass. Existing `pi_local` execution is
unchanged. Accounting and wider provider/platform qualification remain
deferred.

## What Changed

- Recover missing final replies after workspace finalization changes
owners, using accepted-turn evidence without rerunning work or granting
external-chat publication.
- Preserve the admitted Pi instruction root across warm runs, while
retaining changed-root rejection.
- Give Pi a bounded 15-second default shutdown grace so stop, drain
acknowledgement and durable suspension can complete. Explicit deadlines
and other providers retain their existing behavior.
- Integrate the Pi 1.0 runtime and master contracts.
- Use Pi profile 22. Preserve explicit caller-selected models and exact
native thinking levels. Keep Pi's wrapper, helper, extension and
question/control behavior unchanged from the qualified profile-19
runtime.
- Preserve master's Dot lifecycle and consent fields, configured task
environment, status guards and current Codex/Claude dependency versions.
Cursor stays qualified. Copilot stays pending; profile 17 binds the
changed shared protocol validation sources.
- Exclude general AWS IAM credentials from Pi static/custom provider
bindings and selected task projections; preserve the provider-scoped
Bedrock bearer key. Profile 21 is retained as historical provenance.
Rust and cloud install probes use the current declaration.
- Patch bundled brace-expansion 5.0.9 to the exact official 5.0.12
payload. Pin the patch and complete runtime closures. Include the patch
in normal installed setup tooling. Keep the upstream Pi shrinkwrap as
provenance and permit only this exact security correction.
- Include current attestation files in the Docker build context. Keep
the repository lockfile unchanged from master. CI and private image
builds resolve manifest changes before their frozen installation.

## Verification

- Full local `pnpm -r typecheck` passes, including Runner Rust, server
and UI. Focused integration checks pass: 194 Runner
admission/environment tests, 63 profile/credential tests with one
expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice
tests.
- Full local `pnpm build` passes on the final source.
- Fresh final-source checks pass: all 698 Rust workspace tests (32
binaries), 156 credential/profile/controller tests with one expected
skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests.
- The profile-21 Pi materializer passes on the native host with the
official pinned Node 24.21.0 and its npm. It verifies all 150 locked
packages, the patched dependency and the exact closure. Setup/package
bundle tests and UI token gates pass.
- The old hashes were reproduced for all three supported targets before
calculating the patched graph. New closure hashes are darwin-arm64
`282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`,
darwin-x64
`64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and
linux-x64
`713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`.
Independent native platform execution is separate from graph identity
reproduction.
- Historical cloud qualification remains unchanged: all seven core cases
pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`,
harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image
`sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`,
and accepted Sonnet 4.6/low fixture. All 215 canonical files and all
seven cleanup checks pass independent verification. These are profile-19
results and are not relabeled as fresh profile-22 runs.
- Current Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.
[The readiness
plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md)
preserves campaign and failed-attempt provenance.
- Merge only after every PR's current-head CI and fresh review pass.
Linux CI covers the full suites, build and browser tests. The local
embedded Postgres API-authority suite cannot start on this macOS/Node 26
host, so Linux CI must confirm that suite.

### Fresh profile-22 core qualification — 2026-10-08

All seven accepted core cases pass canonically on Pi profile 22, with
`openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low
thinking. This model is a fixture; production accepts the caller's
explicit Pi provider/model.

Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`.
Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`.
Immutable cloud image:
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`.
Pi digest:
`sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`.

[Hosted Linux image and clean-install
verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023)
passes, including all 20 source-bound archives, normal CLI/Pi setup,
companion import and the production pack reader. This exact installation
source includes the latest master integration and the corrected Pi warm
instruction-root fence. Full local typecheck/build and current-head
hosted CI verify the final stack. All 13 focused real-root regressions
pass. The full local executor suite passed 662 tests; 15 database tests
could not start the Mac embedded PostgreSQL service. Hosted Linux CI
passes the full required verification and E2E checks. These fresh
results keep their own source identity; profile-19 results remain
historical.

| Core path | Canonical campaign | Retained archive SHA-256 |
| --- | --- | --- |
| File edit, validation, download and Done |
`pi-core22-replyfix-0-1791511228` | 23 files;
`a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` |
| Pending question and controller restart |
`pi-core22-replyfix-1-1791511376` | 33 files;
`6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` |
| Three-turn session/process/workspace continuity |
`pi-core22-replyfix-2-1791511587` | 23 files;
`7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` |
| Four typed questions and browser reconnects |
`pi-core22-replyfix-3-1791511881` | 42 files;
`9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` |
| Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22
files;
`a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` |
| Same-turn steering and permission denial |
`pi-core22-replyfix-5-1791512261` | 39 files;
`c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` |
| Stop during pending permission | `pi-core22-replyfix-6-1791512390` |
33 files;
`7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` |

All 215 canonical files (28714587 bytes) are independently
hash-verified. All seven cleanup grades pass, with no owned runtime
process or temporary root after each case. Automatic retries are zero.
The owned cloud host stopped normally after retention. The prior
profile-22 warm attempt remains failed and separately retained: archive
SHA-256
`1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its
original canonical classification is preserved. Diagnosis reproduced a
product bug comparing an agent-files root against an unset
checkpoint-only field. The fix stores the admitted physical root
separately from the adopted per-run collection capability. The real-root
regression fails before the fix and passes afterward, including
rejection of a changed physical root. Fixture, grader, model and all
seven accepted case IDs are unchanged; this fresh campaign tests
final-reply publication after file registration first. The intermediate
restart attempt also remains failed and retained: archive SHA-256
`5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its
original canonical classification is preserved. Pi resumed, wrote the
verified answer and completed its task; exact runner suspension was
proven, but idle stop consumed about 5.2s and left under 3s for the
drain acknowledgement. The Pi-only default shutdown grace is now 15s,
preserving a full 5s drain round trip and a finite suspension reserve.
Explicit caller deadlines, other provider defaults, literal drain
receipts and exact suspension identity checks remain unchanged. The
timing regression fails before this correction and passes afterward; all
18 focused settlement tests and Runner typecheck pass. The final-source
file attempt is also preserved as failed (`candidate_failure`), archive
SHA-256
`db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`.
Native edit, validation, exact downloadable artifact and Done/succeeded
all passed, and the exact final reply was durably recorded. A workspace
recovery owner completed before the live heartbeat reached presentation,
leaving that reply absent from task chat. Recovery now materializes only
a completed final reply from the accepted turn of an ordinary internal
Done task, preserving issue/run/contract binding, suppression,
external-chat authorization and same-run deduplication. The database
regression covers the generated file-preparation receipt, suppression,
unapproved external continuation and replay. Server typecheck and all 49
response-selection tests pass; hosted Linux verifies the database
regression because embedded PostgreSQL cannot start on this Mac.

The delayed-final-answer database regression passes on [the final
root-source Linux server
shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152),
alongside 1,108 passing tests. The first root Runner shard had one
unchanged durable-resume test exceed its 5-second timeout; the identical
top-source shard and the isolated exact test passed. One rerun of that
failed job and its required aggregate passed without source or test
changes. The original failed job log and the single-rerun receipt remain
retained.

### October 9 merge verification

Current merge head: `5a8fe63512a7166aaef5cf50065a25008aa8b44b`. All
current-head checks pass, including `ci / verify` and `ci / e2e`;
exact-head Greptile review is 5/5 with no unresolved threads. Current
master conflicts are resolved. The user authorized the maintainer
override of the code-owner review gate after these checks. The seven
retained live core cases remain bound to source
`3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image.

## Risks

- The security correction changes the dependency closure and profile
identity. Old sessions must reopen on the new profile. Exact identities
and credential bindings fail closed.
- The runner remains experimental and requires explicit selection.
Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E
model is a fixture.
- Accounting and the broad platform/provider matrix remain deferred.
This merge does not publish a release or deploy a service.

## Model Used

OpenAI GPT-6 through Codex assisted with reasoning, repository
inspection, editing and tool use. The exact serving ID and context
window are not exposed in this session. Final live qualification uses Pi
1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed
low thinking.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#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 08:56:41 -05:00
DottaandPaperclip 6f9d0a56ba fix: resolve installed Codex and preserve npm host dependencies (#15555)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Installed agents need their own runtime dependencies.
> - Native Codex startup and browser login could depend on a global CLI.
> - npm bundles do not inherit workspace dependency overrides or
patches.
> - Codex native packages must come from npm for the consumer host.
> - This PR fixes executable resolution and the required npm dependency
layout.
> - Usable installed CLI versions can run without a numeric version
gate.

## Linked Issues or Issue Description

Refs: #15422. This is a prerequisite for the later Codex-default change.

**What happened?**

Packaged native Codex startup and browser login could require a global
Codex CLI. The server's vendored runner lacked its own declared Codex
bridge. A bundled wrapper could retain producer-host binaries or select
the legacy adapter's separate platform version.

**Expected behavior**

Prefer the installed Codex executable. Accept usable older or newer
versions. Use the selected host's PATH when the dependency is absent.
Keep the patched JavaScript graph. Let npm install official native
packages for the consumer platform. Grant sandbox reads only to the
selected vendor resources.

**Steps to reproduce**

1. Prepare a clean npm installation without a global Codex command.
2. Start native Codex or its browser login.
3. Inspect the selected executable, installed host package, and sandbox
resource paths.

**Paperclip version or commit**

Frozen master base: `1881894973a2b25838d8abed9bd8aeebc3af4441`.

**Deployment mode**

Source and packaged self-hosted installation.

## What Changed

- Share installed Codex command resolution across native startup, direct
evals, and browser login. Accept usable version differences. Preserve
explicit commands, recorded sessions, remote host boundaries, and the
Linux ARM64 legacy login path. Return safe errors for missing
executables and failed login terminals.
- Declare the server's Codex bridge. Retain the patched JavaScript
dependency graph in npm packages. Strip Codex native payloads. Declare
official optional host packages on the published server manifest so
native and legacy versions remain separate. Preserve consumer esbuild
platform dependencies.
- Adjust resource lookup for npm's separate platform packages. Retain
package identity, path containment, resolver ownership, and narrow
sandbox reads. Keep exact version and digest checks for explicit ACPX
artifact qualification.
- Extend existing packaging, installed-consumer, login, selection,
recovery, and integrity tests. Document the retained behavior.

The diff is now 23 files, 1,709 additions, and 53 deletions. The prior
diff had 35 files and about 3,700 changed lines. Removed work is
preserved on `codex/runner-packaging-full-snapshot` at
`6f3060beaa842ffcee21af058370d3cab5f571e9`.

Removed from this PR: release workflows and assembly, provider-pack
changes, Docker materialization, Git installer changes, extra login
HOME/working-directory isolation, and unrelated CI fixture repairs. This
PR does not change agent defaults, stored runner choices, UI, schema, or
provider qualification.

## Verification

- Final candidate: `dde37d7ed0121c10b60b8801eda80f8dc17909ad`. [All 47
ordinary CI jobs
passed](https://github.com/paperclipai/paperclip/actions/runs/37842288835)
on attempt 1, including typecheck, tests, build, E2E, runner checks, and
the installed-consumer canary. [Fresh Greptile
review](https://github.com/paperclipai/paperclip/pull/15555#issuecomment-6059581546)
is 5/5 on this head; no unresolved threads remain. Human approval is
still outstanding.
- Reused focused controls passed with Node 24: 71 initial narrowed
checks, then 56 affected Codex/selection/eval checks after the relative
PATH correction. Runner TypeScript no-emit, syntax, and diff checks
passed. The existing fixture reproduces the original relative PATH
failure and verifies working-directory selection, empty entries,
ordering, and absolute launch. One CLI entrypoint test was initially
blocked by sandbox IPC and passed with its existing local socket
allowed. Login HOME, config-directory assignments, and working directory
match master.
- [The actual clean Linux npm
consumer](https://github.com/paperclipai/paperclip/actions/runs/37842288835/job/113535523044)
passed on the final candidate's CI integration. All 17 Paperclip
tarballs omit native Codex payloads. Official npm host packages retain
their own integrity and `inBundle=false`. Native Codex selects 0.160.0;
the legacy closure retains 0.156.1. Package admission, command leases,
narrow native sandbox resources, consumer hooks, preserved lock, and
offline lifecycle controls passed. Provider calls were zero. No new
workflow is added.
- Actual official Codex 0.156.1 passed on the final committed source on
macOS ARM64: installed dependency preference, absolute and relative PATH
fallback, narrow resource lookup, and app-server initialize/initialized.
Executed module hashes match the candidate. One scripts-disabled
install, three version probes, and one handshake completed in 26
seconds; owned files and process group were removed. No login,
account/model request, or provider task ran.
- CI checked out `dfda8e708e87306d22ed735d78bdfcbe770e99b7` on base
`65b558180533039a891ee0cd1ccab9988aa79adc`. Its 13 upstream paths do not
overlap this PR's 23 paths or alter packaging/Codex inputs. The consumer
report records producer `7b8e94c08657b5ddc265946459762340f125726c`,
after the existing canary staged a generated-lock-only commit (one file,
three insertions). These identities are kept separate; raw
generated-lock bytes were not retained.
- No local Docker or Rust build, paid provider turn, merge, or
deployment. Later PRs must prove live onboarding and production cloud
packaging before changing defaults.

## Risks

- npm must install optional host dependencies. Missing dependencies
still return errors. Paperclip tarballs do not pre-bundle Codex
executables.
- The repository requires CI-owned lockfile updates. PR CI resolves the
changed manifest and stages its own producer lockfile. A raw source
Docker build with `--frozen-lockfile` must wait for the existing master
lockfile bot to merge its refresh, or use a disposable resolved
checkout. No Docker build or deployment is qualified by this PR.
- Ordinary Codex startup accepts version differences. Actual protocol or
login failures remain errors. Explicit ACPX artifact checks retain their
release pins.
- The published server delegates platform installation outside its
bundled JavaScript graph. Focused negative controls reject unsafe
package metadata and paths. The hosted consumer test passed on this
candidate’s CI integration.
- Existing agents retain their stored runner choices. There is no data
migration or automatic upgrade. Release pipeline and platform
qualification work remain separate prerequisites for later defaults.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and
parallel agents. The exact serving snapshot and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 08:19:51 -05:00
DottaandPaperclip 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -05:00
DottaandPaperclip 24a15c5afa test(evals): verify durable waiting across continuation checkpoints (#15564)
## Thinking Path

> - Paperclip manages agents and durable tasks across provider runs.
> - Human questions must preserve task ownership and stop work until a
real answer arrives.
> - The continuation eval checks the final work, but its lifecycle
oracle misses several broken waiting states.
> - A correct final answer can hide a stale execution lock or a lost
intermediate answer receipt.
> - This pull request checks each wait and retains every question and
run identity.
> - A source audit records which waiting operations belong to native
runtimes and which still require legacy API calls.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The existing Product E2E continuation oracle for human question and
approval journeys.

**Current behavior**

A pending interaction can pass the waiting check even when its task has
the wrong status, a stale lock, or a retry. Only the first pending
question and first run receipts are checked at the final checkpoint.

**Proposed behavior**

Require a healthy wait on the same task and assignee. Preserve all
intermediate run receipts and every pending question's answered
identity. Allow a paused native provider question only when its pending
runtime request identifies the running native run and execution lock.

Related: #15548 and #15554 cover earlier bookkeeping slices. #15544
changes production continuation summaries; this PR changes the eval
oracle and does not overlap that fix.

## What Changed

- Check waiting state, execution ownership, and all answer/run
identities in the existing lifecycle oracle.
- Add negative calibrations for broken records and positive coverage for
both semantic waits and paused provider questions.
- Retain task activity at each checkpoint for inspection of successful
persisted mutations.
- Verify 1,000-cent company and agent budget limits before continuation
work. Disable automatic cell rerolls.
- Document runtime ownership, existing coverage, and the remaining
instruction decision. Keep production instructions unchanged.

## Verification

- `pnpm test:e2e:runner:unit`: 1,867 Vitest tests pass, one skips; 128
Node tests pass.
- `pnpm test:e2e:runner:typecheck`: passes.
- `pnpm -r typecheck`: passes.
- `pnpm build`: passes.
- Negative calibration: 27 added cases fail against the prior oracle and
pass with these checks.
- Four existing local continuation cells are selected for a separate
bounded live canary. Live results are pending; no behavioral pass is
claimed here.
- The full local `pnpm test:run` suite was not repeated because embedded
PostgreSQL was unavailable in the preceding workspace verification.
Required Linux PR CI must pass before readiness.

## Risks

The stronger oracle can expose existing product or fixture defects. A
paused provider question and a terminal semantic wait have distinct
valid states. The four-cell canary does not qualify approval/review,
dependency unblock, crash races, remote execution, or general task
quality. Task activity records successful persisted writes, not failed
API attempts; repeated progress comments are not automatically defects.
Historical eval grades remain unchanged. No production scheduling,
prompt, tool, schema or migration changes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 08:45:36 -05:00
DottaandPaperclip b5342febe5 fix(runner): require current-turn completion after connection continuations (#15514)
## Thinking Path

> - Paperclip manages agents, tasks, permissions, and execution budgets.
> - Native tasks can resume after a connection decision in the same
provider conversation.
> - Each turn still needs an accepted completion report.
> - Compact continuation messages did not explain that reports from
earlier turns cannot finish the new turn.
> - The connection evaluator could also grade before the final reply was
stored or reject valid unavailable-access wording.
> - This PR clarifies the current-turn report requirement and fixes
those observation boundaries.
> - The original connection instructions and strict native completion
gate stay in place.

## Linked Issues or Issue Description

Refs #15489. The reduction remains draft while this separate repair is
qualified. Refs #15471 for the earlier connection continuation work.

## What Changed

- Add a current-turn completion reminder to compact continuation inputs.
- Keep final prose insufficient for completion. Preserve permissions and
retry policy.
- Wait for the final successful task run's saved, attributed decline
reply within the existing deadline.
- Use one bounded explanation matcher for both decline checks.
- Wait for a recorded tool-action rejection to dispatch its bound
continuation, with strict company, task, agent and source-run checks.
- Retain the exact grading input before later API refreshes.
- Add failure and delay regressions and update the Runner and evaluator
docs.

## Verification

The fresh comparison has **15/15 original passes on each variant**: 15
unchanged pass pairs, zero new failures, and no pending pair. There are
30 case attempts and **65 actual agent runs** (baseline 33; candidate
32). All runs succeeded. All 30 cleanups passed. No model attempt was
retried.

| Profile | Baseline | Candidate |
| --- | --- | --- |
| Native Codex `gpt-5.6-sol` | 5/5 | 5/5 |
| ACPX Claude `claude-sonnet-5` | 5/5 | 5/5 |
| OpenCode `openrouter/deepseek/deepseek-v4-flash-0731` | 5/5 | 5/5 |

Each profile covers service approval, service decline, connection
decline, provider decline, and selection of the second provider. The
saved replies, approved briefings, decisions, fixture observations,
final task states, and native completion records were inspected. All 18
saved decline-grade snapshots match their original captured inputs and
checks. Result, API snapshot, and final ledger run sets agree.

- [Candidate
campaign](https://github.com/paperclipai/paperclip/actions/runs/37711658378)
· [public candidate
report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37711658378-1/index.html)
- [Baseline
campaign](https://github.com/paperclipai/paperclip/actions/runs/37711675579)
· [public baseline
report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37711675579-1/index.html)
- Candidate source: `79905343bba280d462765faad19a26e7f179259e`. Baseline
source: `7c5e120158f1385a1fc5f20be41f66c58a605534`. Both use master
context `fc6304dfe5f2e446e09bd052a7b45f51e930f250`. The trusted workflow
source is separately frozen at
`dd777f4b7343305c4e6f44c422f44a1d78e12e4f`.
- Both variants use the same evaluator, fixtures, models, permissions,
720-second cell deadline, and 1,000-cent company and agent hard stops.
The only production difference is the compact continuation reminder.
- Suite hash:
`aee30b74b4d38ada08777798db0932fbc64e368bb427d29caa8cfd86c7f59747`.
Definition hash:
`ea9e17f54fe0af1acbb2337ddfab8a7e92db8488bd0f59510a63095ca0229b60`.
- Provider-free transport capture: startup/resume input stays at 55,726
bytes. Compact continuation input grows from 53,334 to 53,535 bytes. The
42-tool catalog stays unchanged. These are Paperclip input bytes, not
complete vendor prompt tokens.
- Focused evaluator tests: 31 pass. Native contract, transport delivery,
and session tests: 194 pass. Evaluator support: 1,819 TypeScript tests
and 128 Node tests pass, with one intentional skip.
- Full build, workspace typecheck, and evaluator typecheck pass.
Current-head CI passes all required gates. The current rollup has 51
successful check runs, two intentional Storybook skips, and a successful
Snyk status. Review is 5/5 with zero unresolved threads.
- CI attempt 1 had one initial runtime-fixture health timeout. The exact
test and its full 164-test file pass locally. One CI shard retry passed.
The original CI failure, its dependent verify failure, and the retry
remain visible in [CI
history](https://github.com/paperclipai/paperclip/actions/runs/37711235060).
- The broad local `pnpm test:run` attempt was interrupted after about 49
minutes (exit 130). It recorded one failure in the unchanged Zep
memory-connector disabled-setting test. That test and the full 388-test
tool-access file pass in separate local checks; current-head CI also
passes. The local cause is not established, and this broad local attempt
is **not** claimed as passing. Three earlier local failures also pass in
their isolated checks; their original logs remain retained.
- The first two setup admissions were cancelled before provider jobs to
include the review correction. They made no provider calls. The
completed campaigns above are the first and only model attempts for
these corrected variants.

Cost evidence stays separate from behavior. Original result summaries
report only OpenCode amounts: baseline $0.039192096 and candidate
$0.063221620. Final run ledgers also retain estimates for Claude
(baseline $1.232439000; candidate $1.333611200) and Codex (baseline
$2.340324400; candidate $2.129335600). These estimates do not replace
the original summaries. Local and GitHub runtime are unmetered here.
Invoices are unknown. This is not a cheaper or faster claim.

## Risks

- A single matched trial cannot prove general equivalence or causation.
The reminder is an instruction change, not a new completion enforcement
rule.
- Candidate OpenCode service-decline finished within one continuous run;
its baseline used two. That pair passed the task outcome, but it does
not qualify the reminder on a resumed decline turn. No extra paid run
was used to replace it.
- The text matcher is bounded evidence of an explanation. It does not
prove reasoning or consumption of feedback. Bounded stdout excerpts do
not prove that every extra attempted tool call is absent.
- Missing saved replies or continuations still fail at the original
deadline. Failed native completion remains a failure even when final
prose is correct.
- The unresolved local-suite discrepancy above remains a validation
limit. Full remote CI and both focused local reproductions pass.
- The original connection instructions stay in place. These results do
not qualify the reduction in #15489. Its original 11/15 versus 12/15
grades and two new failing pairs remain unchanged.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, test inspection and eval analysis.

## 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 linked existing issues or described the issue in-PR
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the focused local tests listed above and they pass; the
interrupted broad local run is disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 04:52:12 -05:00
DottaandPaperclip dd777f4b73 feat(dot): complete onboarding and expand governed Runner capabilities (#15414)
## Thinking Path

> - Paperclip manages AI agents, their work, and their permissions.
> - Paperclip Runner supplies the same admitted tool authority to each
provider.
> - The Dot provider in #15402 needs reliable onboarding and useful
agent capabilities.
> - An idle Dot could not start work, assign a human, read skills, or
produce a workspace artifact.
> - Pairing also relied on a second configuration save before ordinary
admission could work.
> - This pull request adds governed idle admission and shared Runner
tools, and completes pairing atomically.
> - Operators can test Dot with fresh data while keeping normal company,
approval, budget, and run ownership checks.

## Linked Issues or Issue Description

**Subsystem affected**

Paperclip Runner, dedicated Dot MCP access, OAuth onboarding,
experimental settings, and empty worktree startup. This PR builds on
merged provider PR #15402. It reuses the merged MCP gateway from #14846
and assistant connection work from #14933 and #15380.

**Problem or motivation**

An idle Dot could see assignments but could not act on a conversation
request until someone created a task first. Its Runner catalog could not
assign tasks to humans or read pinned skills and workspace files.
First-time OAuth discovery and pairing also needed browser fixes, and a
completed pairing did not persist its binding reference on the agent.

**Proposed solution**

Keep Dot within the existing Runner. Admit a visible agent-authored
intake task for idle requests. Add people, human assignment, cross-task,
skill, and optional sandbox workspace tools through shared authority.
Relay assigned app calls through the configured MCP gateway. Add lease
renewal and follow-up references. Save pairing and its configuration
revision atomically. Show prerequisites and provide a complete copy
prompt.

**Roadmap alignment**

This extends the experimental provider in #15402. It uses the existing
governed gateway, task model, skills, artifact path, and native Runner.
It adds no separate execution subsystem.

## What Changed

- Add a standalone OpenAI Dot agent choice with an independent
experimental opt-in. It works with the general Runner option off.
Require Assistant connections (MCP), authenticated sign-in, and public
HTTPS for pairing.
- Use Dot’s own option for company package import. Allow an unpaired Dot
configuration to save after external billing acknowledgement; task
admission still requires pairing. Prepare the shared dev binary for
Dot-only opt-in.
- Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in
setup and runtime configuration.
- Route Dot creation directly to pairing after explicit external billing
acknowledgement. Hide local CLI, model, and harness setup for Dot.
Preserve the shared Runner implementation and canonical API type. Other
Runner providers still require their general opt-in.
- Add an empty worktree option with fresh signing keys and no production
data copy.
- Fix public-client OAuth negotiation, discovery compatibility, and
optional separate browser authorization origin.
- Add one-use pairing consent preview, clear copied setup instructions,
and atomic binding persistence and cleanup.
- Add idle request admission with stable request IDs and normal
scheduling, permissions, budgets, and task ownership.
- Add identity and people discovery, human task assignment and
reassignment, and authorized cross-task comments and documents.
- Read assigned skill files from pinned manifests. Relay assigned app
calls through the merged gateway without exposing credentials.
- Add an off-by-default workspace bridge. Constrain paths and writes.
Run commands in a deny-by-default OS sandbox with no network or injected
credentials. Reserve mutations before effects and never blindly repeat
uncertain work.
- Add rolling lease renewal, task pagination, bounded operation limits,
and deduplicated follow-up references without comment bodies in
webhooks.
- Add an off-by-default attachment reading setting. Restrict reads to
files on the current assigned task. Verify size and hash, cache bounded
verified copies per run, paginate text or binary bytes, and recheck live
authority before returning.
- Keep file grants operator-owned. Reject agent self-grants across
configuration routes. Preserve attachment consent in create/import
forms. Close generic API file bypasses while retaining current-run
response snapshots and permitted uploads.
- Keep provider limits explicit. Do not inherit a Dot binding,
attachment permission, or workspace permission when hiring another
agent.
- Include the required Markdown format in cross-task document writes and
validate the API title limit. Verify real creation and revision
persistence.
- Restrict command execution to Linux bubblewrap with descendant
containment. macOS retains workspace file tools and artifact publishing,
while refusing command calls. Explain the platform limit in setup.
- Exclude Paperclip instance state from workspace files, uploads,
artifact publication, and sandbox commands. Protect nested directories
and case variants. Fail closed when the directory protection scan
exceeds 4,096 directories.
- Add static UI compression for slow public tunnels. Document setup, the
complete tool inventory, and qualification limits.

## Verification

- Merge preparation on `00ca2c75b` integrates merged base #15402 and
master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up
source tree. The subsequent security fix excludes instance state from
file tools, uploads, artifact publication, and sandbox commands. It
preserves private task authorization and task monitors. It regenerates
the combined tool catalog, seeded catalog digest, and protocol manifest.
Workspace typecheck, full build, and UI token gates pass. All sixteen
real Dot broker cases and 93 company import cases pass after the review
fixes and creator-attribution test correction. The exported
human-assignment catalog and Unicode page boundaries are also fixed. All
ten catalog tests and nine workspace/skill bridge tests pass. All 35
workspace bridge and authority tests passed after the instance-state
fix, including real macOS commands in that intermediate version. The
subsequent document and descendant-containment fixes pass 44 focused
tests across bridge, authority, and setup UI, with six Linux command
cases skipped on macOS. Real cross-task documents pass the route
validator and persist two revisions. macOS refuses command execution and
does not advertise the tool. Full workspace typecheck and build, changed
server/UI typechecks, and token gates pass again on the final commit.
Greptile rates final head 00ca2c75b 5/5 and its completed check
concludes success; all review threads are resolved. All 58 current-head
checks are complete: 54 passed and 4 intentionally skipped. This
includes full tests, typecheck, build, Runner, browser E2E, release
verification, and Canary Dry Run. The older full local root attempt
finished with 16,602 passes, 93 skips, and ten failures across two
suites: it began before source edits and retained earlier imported
implementations while loading later tests. Both suites pass a clean
final-head rerun (25 passed, six Linux-only command cases skipped on
macOS). This mixed-source full attempt is not a final-head full-suite
pass; use the fresh CI evidence below.
- Full workspace typecheck and build pass for the standalone Dot change
on head `392d54f80`. UI token gates are clean. The full workspace
typecheck passed before the final importer UI edit; the changed UI
typecheck, build, and token gates pass again on the final commit. The
server build passes for its unchanged final source.
- Standalone selection, creation, settings, harness visibility,
inventory, and runtime admission checks pass. OAuth onboarding and the
real Rust/PostgreSQL broker suite pass 27 cases with the general Runner
option disabled. Dot and MCP revocation still block pairing; other
Runner providers remain disabled. Create, hire, conversion, and
inherited-hire route regressions pass 68 cases. The runtime selection
suite passes 20 cases. The setup UI suite passes 50 cases. Company
import and dev binary checks pass 97 cases. Import UI checks pass 29
cases, including Dot-only selection, preservation of imported Dot
agents, generic Runner fallback, canonical configuration serialization,
and required billing acknowledgement. A read of the synthetic instance
reports the native binary required with Dot enabled, the general rollout
disabled, and no persisted native work.
- The latest attachment, operator-consent, generic API file-guard, and
bridge checks pass 80 tests. Cache and native lifecycle checks pass 550
tests; create/import builders pass 45 tests; attachment setup UI checks
pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15
cases.
- Earlier authority, human assignment, pinned skill, confinement,
cancellation, inheritance, onboarding, replay, OpenAPI, and gateway
regressions pass their focused rechecks. Workspace writes reject
concurrent stale hashes.
- In the live empty test-drive, turn the general Runner option off and
leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice.
Create rejects missing billing acknowledgement, saves the canonical Dot
configuration, and opens pairing. The existing paired Dot remains ready
and passes its prerequisite checks. No new plugin pairing was needed for
this UI change. The final browser import preview keeps a Dot source
agent as OpenAI Dot, falls back a generic Runner agent while its switch
is off, and offers Dot independently.
- Real Dot completed OAuth, signed MCP Events readiness, and an
event-only assigned document task in an empty synthetic instance.
Pairing saved its binding without a second configuration save.
- Real Dot verified human assignment, cross-task comments and documents,
pinned skill reading, sandbox commands, lease renewal, follow-up input,
and a downloaded artifact whose bytes and hash matched its receipt. An
idle conversation request created an intake, created a task for its
human owner, continued after a definite missing-file read error, and
finalized Done with exit code 0.
- After operator approval, real Dot read a synthetic assigned-task
attachment and wrote its file-only random proof into an agent-authored
document. Its first test required accepting review because the existing
document tool removed the final newline.
- On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment
in two pages, used `expectedSha256` on page two, saved exactly its final
random marker, verified readback, and finalized Done with exit code 0. A
direct inbox check was required for this attachment qualification; it
does not claim event-only delivery.
- Previous head `392d54f80` passes all 55 checks (53 passed, two
intentionally skipped), including the full test, typecheck, build,
native Runner, browser, and release verification gates. Greptile rates
this head 5/5; all review threads are resolved.
- Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally
skipped. This includes full typecheck, build, native Runner, server
tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged
Cursor managed-runtime test exceeded its five-second deadline on the
first attempt; its focused local suite passed all eight cases, and the
single CI rerun plus dependent verify gate passed.
- A prior full local serial test attempt reported 19 failures (16,141
passed, 88 skipped) and stopped before later wrapper groups. It began
before the final source edits. Every failed suite has a passing fresh
recheck; the macOS snapshot stress case passes alone in 227 seconds. The
previous head `000fb9261` passed all 56 CI checks. PRs leave
`pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency
resolution.

## Risks

- Dot remains off by default. Its own opt-in does not enable other
Runner providers. It still requires the MCP option; disabling Dot blocks
new work while keeping existing recovery and saved bindings.
- Dot requires a stable public HTTPS origin. Its base provider in #15402
is merged. Temporary tunnels are useful for testing but are not
permanent deployments.
- Idle intake creates a visible agent-authored task. It does not
fabricate a human message or bypass ordinary admission.
- Workspace commands require Linux bubblewrap with a private PID
namespace; deployment qualification is still needed. macOS file tools
and artifact publishing remain available, but commands are disabled
because sandbox-exec does not contain detached descendants. There is no
unrestricted fallback. Command protection fails closed above 4,096
workspace directories. The historical macOS command walkthrough does not
qualify the current Linux implementation.
- Provider model choice, token usage, cost, native thread control, and
global external stopping remain unavailable. Known Paperclip budget
gates still apply.
- The workspace bridge and attachment reader are separate opt-in
settings. Reading assigned task files sends their contents to OpenAI.
Revocation prevents future reads but cannot withdraw bytes already sent.
Files are read on request; automatic inbound attachment staging remains
disabled.
- An existing event registration can retain earlier instructions that
prohibit extra tasks. Dot asked for permission before a second intake
after the final event-only bootstrap; that extra no-nudge continuation
is not live-qualified under that earlier registration. The later
attachment qualification submitted normally through the composer. The
revised onboarding prompt describes the new idle entry point, and its
protocol polling path is tested.
- OpenAI event delivery can be delayed; a webhook acknowledgement is not
proof that Dot has begun work.
- A running Dot can retain an old plugin catalog after tool refresh.
Refresh and actual tool exposure must be checked before using new
top-level actions.
- Hosted and remote controller modes are not qualified.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, test inspection, and browser
control.

## 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 linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites and all
fresh failure rechecks pass; the earlier full attempt is disclosed
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:44:17 -05:00
DottaandPaperclip fc6304dfe5 feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402)
## Thinking Path

> - Paperclip manages AI agents, tasks, permissions, and execution
budgets.
> - Paperclip Runner gives each provider the same admitted task and tool
authority.
> - OpenAI Dot runs outside the local process tree and needs
asynchronous work delivery.
> - The merged MCP gateway supplies OAuth consent and signed event
delivery.
> - A personal assistant grant cannot safely stand in for an assigned
agent.
> - This pull request adds a separate Dot agent connection and a durable
Rust Runner bridge.
> - The operator can assign work to Dot and inspect its accepted work,
tool receipts, and result.

## Linked Issues or Issue Description

**Agent or provider**

OpenAI Dot, as an experimental provider of the existing Paperclip Runner
adapter.

**Why this adapter is useful**

An operator can assign normal Paperclip tasks to an existing Dot. Dot
can read its mailbox, request work on an assigned task, use admitted
task tools, and submit a result. Paperclip keeps company scope,
checkout, approvals, known budget limits, and activity attribution.

**How the agent is invoked**

A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one
agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the
assignment. The Rust Runner owns the durable turn and operation
receipts. The first release supports self-hosted instances with a local
Runner controller.

**Additional context**

This extends the merged public MCP gateway from #14846 and the assistant
invitation and device-consent work from #14933. This also integrates the
merged assistant tool and configuration expansion in #15380. Dot retains
its dedicated agent resource and cannot receive personal configuration
permission. The public assistant connection remains a personal
connection.

## What Changed

- Add a durable Rust Dot provider and its TypeScript Runner driver.
- Add closed PRP v3 external-provider operations and native execution
input v6.
- Add company-scoped pairing, mailbox, assignment, and operation
records.
- Reuse merged browser/device consent, client metadata verification,
webhook admissions, refresh, secret rotation, and warm-standby gates.
- Keep Dot scopes, issuer, grants, event workers, and tool access
separate from personal assistant access.
- Add Dot configuration, pairing, readiness, and consent UI. Keep agent
grants out of the personal Connections entry.
- Regenerate the Dot-only migration after master. Preserve published
gateway migrations. Make the new migration safe to reapply.
- Document setup, recovery, accounting limits, evidence, and remaining
account qualification.
- Reverify reconnect callbacks and wake outstanding work with a fresh
mailbox reference; preserve the existing assignment and operation
receipts.
- Clean up Dot bindings and waiting runs on OAuth revoke and
refresh-token replay. Old grants cannot revoke replacement bindings.
- Restore the pairing reference when an unsaved agent form is reopened;
document board-only pairing routes in OpenAPI.
- Accept a clean Rust exit after the acknowledged shutdown receipt.
Unexpected exits still require recovery.
- Clear the cached binding after a successful revoke so a failed
connection refresh cannot restore it.
- Add production-component Storybook states and screenshots for pairing
and connection review. All preview account data is synthetic.
- Persist normalized completion, serialize Dot turns and durable work
admission, and poll subscription readiness.
- Serialize mailbox writes and cursor reads; retain paused fence
acknowledgement without task authority.
- Authorize admitted review runs without changing the worker assignee.
Include the fenced assignment ID in production stop notices.

## Verification

- This PR integrates master `4a8178e9c`. Dot migration
`0317_messy_famine.sql` follows the published history and is safe to
reapply. The merge preserves the reserved migration connection,
batch-commit handling, private task checks, task monitors, and native
accounting.
- Local workspace typecheck, full build, and UI token gates pass. The
server typecheck passes after the review fixes. Database and native
executor regressions pass.
- All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot
driver tests pass. The tests cover native document writing and
finalization, durable replay, queue admission, mailbox ordering,
admitted reviews, stale authority, production stop references, and
paused acknowledgements.
- Current head `d0e7e0626` passes all 57 checks: 53 pass and four are
intentionally skipped. This includes full typecheck, build, tests, Rust
Runner verification, browser E2E, release verification, and Canary Dry
Run. Greptile rates this exact head 5/5. All review threads are
resolved.
- The full local root test run is slower than the sharded CI run and has
not completed. The full CI test gates pass on the current commit.
Focused local regressions pass.
- Real-account pairing and event delivery on this base commit remain
unqualified. Live account and setup proof are recorded in the follow-up
#15414.

The following screenshots use synthetic preview data. They show the
production pairing component and do not qualify a real account or the
full agent setup journey.

![Synthetic pairing
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/pairing.jpg?raw=true)

![Synthetic connected
preview](https://github.com/paperclipai/paperclip/blob/codex/dot-events-prototype/doc/screenshots/openai-dot-runner/connected.jpg?raw=true)

## Risks

- This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP
and Paperclip Runner. The separate experimental-settings follow-up in
#15414 replaces this environment flag with saved operator settings.
- Dot does not expose provider token usage or cost. The operator must
acknowledge external billing. Known Paperclip budget gates still apply.
- Cancellation fences Paperclip authority. It does not confirm that Dot
stopped all external activity.
- Assigned skill files and third-party MCP bindings are unsupported and
reject admission. There is no mounted workspace, model selector, or
provider thread identifier.
- Hosted agent-broker and remote controller deployments are not
qualified.
- The new migration follows the merged master history. Existing
prototype databases still need the normal master migration history
before this Dot-only migration.

## Model Used

OpenAI Codex, based on GPT-6. The exact deployment ID and context window
size are not exposed in this session. Capabilities used: reasoning,
repository editing, code execution, and test inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #123` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id 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 19:11:50 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip d0db8820db fix(connections): repair native baseline and approval continuations (#15420)
## Thinking Path

> - Paperclip manages AI agents and the tools they may use.
> - Connection setup separates provider preference from permission to
use a tool.
> - The first native connection baseline could not exercise its intended
decisions.
> - The browser used mutable task titles, and the provider fixture
already granted access.
> - Native provider-choice instructions also disagreed with the
preferred question format. Schema rejection gave no field guidance.
> - This pull request repairs those test preconditions and native
guidance, then fixes restart/approval defects exposed by the corrected
baseline. It also restores missing OpenCode tool-error evidence.
> - The benefit is an inspectable baseline before any further
instruction reduction.

## Linked Issues or Issue Description

Refs #15407.

The original 15-cell baseline remains 0 PASS / 15 FAIL. Ten cells
stopped on stale titles, two Codex cells had schema denials, two
OpenCode cells used already-granted tools, and one Claude cell returned
no native result. No intended user decisions were submitted. The exact
invalid Codex field and underlying Claude failure cause remain unknown.

[Original
campaign](https://github.com/paperclipai/paperclip/actions/runs/37562577199)
· [Original
report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37562577199-1/index.html)

## What Changed

- Match the browser's task route and visible identifier instead of a
title the agent can change.
- Start native provider-choice fixtures with no agent tool access.
Verify the public effective-access records.
- In the positive case, select Arcade, then grant its exact HubSpot tool
through the real access card. Require both saved decisions and exactly
one observed call.
- Return a canonical `providerQuestionSet` for native input and retain
the equivalent legacy `providerQuestion`.
- Keep invalid input rejected. Return bounded schema locations and
required field names without submitted values.
- Preserve Claude's exact session/content identity while allowing
authenticated registered instruction-copy paths to rotate on a new run.
- Reject duplicate approval reports for an existing exact tool-action
card before they create another human review.
- Wait for a recorded service-approval continuation within the existing
deadline; retain missing or failed continuation grades.
- Forward OpenCode tool activity through the runner facade, preserving
bounded errors and execution-part identity without inventing host-call
joins or exposing arguments.
- Preserve original grades, costs, scope limits and diagnoses in the
dated repair report.

## Verification

- Eval typecheck passes. Support suite: 1,801 PASS, one intentional
skip; Node checks: 128 PASS.
- Connection/schema tests: 51 PASS. Real-server public fixture setup:
one PASS with zero providers.
- Browser support regression: five PASS, including renamed and wrong
tasks.
- Focused Rust safe-feedback test: one PASS.
- Repository typecheck and build pass before the latest master replay.
Post-replay connection/shared/real-server fixture checks: 52 PASS; eval
typecheck passes. The browser review fix additionally passes all five
browser checks and seven suite checks.
- The full local repository run was interrupted incomplete after about
45 minutes, with five integration failures retained. All five pass in a
separate targeted invocation (1,250 unrelated tests skipped). No full
local-suite pass or root cause for the initial local failures is
claimed.
- Corrected frozen source `162cc90fdabe7f505b88ae095044531b82784c92`:
**10 PASS / 5 FAIL** across the [passing Codex
canary](https://github.com/paperclipai/paperclip/actions/runs/37575158761)
and [remaining 14
cells](https://github.com/paperclipai/paperclip/actions/runs/37576261807).
The canary passes all 17 checks. Claude's two provider-choice
continuations fail on restart, Claude service approval exposes an early
evaluator rejection, Codex service approval creates a duplicate
approval, and OpenCode provider-second times out after both decisions
with no HubSpot call. No original result is regraded.
- Final ledgers count 31 actual runs: 27 succeeded, two failed, two
cancelled during cleanup. All 15 cleanup/budget checks pass. The late
Claude continuation is absent from its earlier workflow snapshot; it
remains in the result/API/final ledger. Original evidence retains 279
hashes. Recorded LLM subtotal $0.04553787 is incomplete billing, not
actual total cost; local runtime is unmetered.
- New repair regressions reproduce the Claude attach failure, duplicate
approval acceptance and dropped OpenCode tool events before their
respective fixes. Nine Rust attachment checks, 127 ACPX host/adapter
tests, 33 completion/control-plane checks, nine eval deadline tests, 59
OpenCode proxy/driver tests, one Rust tool-error/redaction check, and
TypeScript/Rust composer parity pass. Eval typecheck, repository
typecheck and build pass. Existing support coverage is 1,802 PASS plus
128 Node PASS, one intentional support skip; two additional deadline
tests also pass.
- New-source full CI/review and live canaries are pending. The next
bounded selection is Claude provider-decline, Codex service-approve and
one OpenCode provider-second diagnostic with repaired event evidence. No
broader campaign or instruction-reduction qualification is claimed.
- Initial corrected campaign
[37574251834](https://github.com/paperclipai/paperclip/actions/runs/37574251834)
was cancelled during shared build after review found the breadcrumb
whitespace assumption. Its matrix job has zero steps and no provider
execution. The real adjacent-span browser regression now reproduces the
old failure and passes after the fix.

## Risks

- The corrected baseline remains 10/15. The new restart/approval fixes
require live qualification; OpenCode evidence forwarding does not itself
establish or fix its prior behavioral failure.
- The positive provider case now expects three runs, including separate
access approval. Its new results are distinct from the original invalid
fixture.
- The old Claude missing-result cause and rejected Codex field are
unknown. These repairs do not retroactively explain or erase either
failure.
- Path rotation must preserve prompt, custom instruction, skill/content
identity and protected provider settings; regression checks reject stale
or changed content. No connection authorization, JSON schema, budget,
cleanup, or final-result requirement is relaxed. Historical Everyday
prompts and gateway setup remain unchanged.

## Model Used

OpenAI Codex, GPT-6. The exact deployment variant and context window are
not exposed in this session. Used repository inspection, code editing,
test execution and retained-evidence analysis.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] 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 06:18:51 -05:00
DottaandPaperclip a9a20fb5c6 feat(security): add read-only customer-success inspection APIs (#15405)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a persistent identity and a verified active run for
governed access.
> - Customer-success inspection needs broad reads without tenant writes
or secret access.
> - Ordinary board login and database credentials give more authority
than this task needs.
> - This pull request adds a dedicated inspection API and strict
managed-run authority.
> - Cloud owns short grants, human approval, replay protection, and
audit records.
> - The benefit is inspectable access that an operator can disable
immediately.

## Linked Issues or Issue Description

Refs: #15352. This change reuses the persistent Ed25519 identity from
that PR.

**Subsystem affected**

Server authentication, pure resource readers, and the shared wire
contract.

**Problem or motivation**

One internal Paperclip agent must inspect customer onboarding work. It
must not receive owner login or database credentials. Reads must not
create customer sessions, memberships, activity, or read receipts.

**Proposed solution**

Add disabled-by-default run authority and versioned tenant inspection
endpoints. Require strict instance-bound managed-run JWTs on the home
instance. Require exact-operation, single-use Cloud permits on tenants.
Execute a reviewed company-scoped catalog in read-only transactions.
Cloud applies seven-day stack-age eligibility and human exceptions.

**Roadmap alignment**

This is access support for Cloud deployments and governed agent
identities. Bot creation, scheduling, scoring, and reports are separate
work. The maintainer requested this implementation.

## What Changed

- Reuse existing public identity reads and managed private-key
injection. Reject unprovisioned keys, paused agents, ended runs, legacy
signatures, and wrong instances.
- Mount `/api/customer-success/v1` before actor/session synchronization.
Verify Cloud permits and consume them centrally before reading.
- Add explicit company-scoped database readers and bounded instruction,
skill snapshot, run log, workspace, and asset reads. Preserve existing
redactions and file protections.
- Add protocol, security, database immutability, and managed-agent
qualification tests. Add deployment and rollback documentation.

## Verification

- Full `pnpm -r typecheck` and `pnpm build` passed. Server typecheck
passed after review fixes.
- The broad local `pnpm test:run` recorded 14,277 passes and four
failures in unchanged suites: two timeouts and two PR-metadata mock
assertions. All three affected suites passed on isolated reruns (36
tests). The complete CI matrix passes at the final head, including every
test lane, typecheck, build, runner checks, canary dry run, and the
security scan.
- Focused inspection, JWT, and existing identity tests pass. The catalog
test compares every public database table before and after reads.
- Inspection and route-contract tests: 22 passed. The coordinated test
runs a real managed process agent against separate home/customer
PostgreSQL databases and a PostgreSQL broker over HTTP. It proves wake
through the existing controller, bounded binary file reads, single
challenge consumption across replicas, concurrent grants with a
two-connection pool, scoped SQL audits, append-only runtime auditing,
one-year retention, and unchanged tenant data/files.
- Run the coordinated test with `PAPERCLIP_INSPECTION_CLOUD_DIST`
pointing at the sibling Cloud build. Normal unit runs skip that optional
private integration.
- Final-head Greptile is 5/5 with no unresolved findings.
- No production deployment or customer inspection occurred.

## Risks

- This adds an authentication boundary. Keep both feature flags disabled
until coordinated staging and canary qualification.
- Cloud support must deploy after this API. Unsupported tenants fail
closed. There is no owner-login or database fallback.
- Existing redactions remain the content boundary. Arbitrary pasted
secrets in readable prose or files may remain.
- Remote files and suppressed provider traces remain unavailable. Wake
can cause normal startup/background writes; test those separately.
- Disable Cloud policy first during rollback. Preserve existing identity
material and Cloud audit history.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, code execution, and browser
testing. The session does not expose a more specific deployment ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 21:38:15 -05:00
DottaandPaperclip caf120105c test: prepare neutral native connection guidance evals (#15407)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need to discover connections, obtain consent, and continue
from saved decisions.
> - We want to reduce repeated instructions only when measured behavior
supports the change.
> - The existing decline tasks tell the model not to retry. One
provider-decline check can pass without an explanation or an observed
service counter.
> - This PR adds neutral tasks and stricter saved-evidence checks before
any connection instruction reduction.
> - Production instructions remain unchanged. The new cells are
configured, not live-qualified.

## Linked Issues or Issue Description

Refs #15218. Refs #15389.

**What existing behavior does this improve?**

The Product E2E connection workflow evaluation and its instruction
measurement provenance.

**Current behavior**

Some decline prompts supply the policy they intend to test. The
provider-decline workflow does not require a saved post-decision
explanation. Its old no-call check can use a missing fixture counter as
zero. OpenCode has no connection cases in the original Everyday matrix.

**Proposed behavior**

Add an explicit-only suite with five connection stories on native Codex,
ACPX Claude, and OpenCode. Require an explanation attributed by exact
run ID after a saved decline. Observe the provider fixture counter.
Preserve the original cases and grades.

## What Changed

- Add fifteen configured cells with one attempt, twelve-minute
deadlines, and verified 1,000-cent company and agent budget stops.
- Remove procedure hints from the three new decline prompts. Keep a
user-permitted explanation fallback and the existing positive controls.
- Require saved decline state, one decision, unchanged connections,
observed zero service calls where applicable, and a post-decision
explanation from a successful run on the same task.
- Add negative grader calibration and test the actual fixture budget
payloads. Exclude the suite from default and generic selection.
- Extend the existing full-catalog measurement source manifest with
connection descriptions and schemas. Add an audit of fixed text, tool
descriptions, returned instructions, and unqualified behavior.
- Rebase on master `a6306ba606eb87c89b9ef0344e9fe8e0025580f9` and
preserve its new Cursor suites. No production, credential, workflow, or
lockfile change.

## Verification

- Before rebase: Product E2E support passed 1,424 TypeScript tests and
128 Node checks. Six catalog measurement tests, repository
typecheck/build, Product E2E typecheck, and exact fifteen-cell discovery
passed.
- The full pre-rebase repository test run was stopped when master
advanced. Its partial result is not a pass.
- After rebase and the review correction: repository build/typecheck,
Product E2E typecheck, 1,799 TypeScript support tests (one skipped), 128
Node checks, six measurement tests, and exact fifteen-cell discovery
pass. The duplicate local full-suite run was stopped incomplete after
about 20 minutes once complete CI passed; no local full-suite pass is
claimed.
- Review found that the initial grader read `runId` instead of public
`createdByRunId`. A regression calibration reproduced both rejection of
valid public comments and acceptance of the wrong alias. The fix uses
the actual field and binds the evidence type to the shared
`IssueComment` contract. A subsequent type-only import path correction
passes Product E2E typecheck.
- Final source `0de306b9664bfbdebb6709ddb54c95152740d1ad` passes
[complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37560250545):
51 successful checks and two intentional Storybook skips, plus separate
Snyk success. Fresh Greptile review is 5/5 with the single review thread
resolved and no new findings. The PR is clean and mergeable.
- Local commands: `pnpm build`, `pnpm -r typecheck`, `pnpm
test:e2e:runner:unit`, `pnpm test:e2e:runner:typecheck`, and `pnpm
test:e2e:runner -- --list --suite native-connection-guidance`. The
measurement uses
`PAPERCLIP_NATIVE_PROCEDURE_MEASUREMENT=/tmp/connection-measurement.json
pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/native-procedure-measurement.test.ts`. Validation
used pinned pnpm 9.15.4.
- No paid provider campaign was started. There is no baseline/candidate
behavior result for these new cells.
- The audit records 654 UTF-8 bytes of fixed connection guidance. A
clean capture at `a04b8c6a452315625014888335d45670a2094fb6` confirms 41
supplied tools, 53,341 normalized bytes at start/resume, 50,949 at
compact continuation, and a 48,195-byte authenticated OpenCode MCP
catalog. These are byte counts, not tokens, bills, vendor-private prompt
sizes, or savings from this PR.

## Risks

- This is eval preparation. Passing support tests do not establish live
model behavior or qualify an instruction reduction.
- The explanation oracle checks attributed saved output. It does not
prove cognition or arbitrary prose truthfulness. One saved interaction
also does not prove the absence of repeated idempotent tool calls.
- Successful new authentication and tool refresh, existing-connection
agent grants, independent work while waiting, explicit retry after
decline, and blocking when mandatory work remains still need separate
coverage.
- Notion setup decline does not execute a real Notion service. Positive
service approval uses an already installed deterministic service; it
does not qualify new connection creation.
- The original historical failures remain unchanged. Future comparisons
must freeze source, fixture, model, input, and grading controls and
retain every actual attempt.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The exact serving model ID and context-window size were not
exposed in this session; they are not inferred. No model provider was
invoked by the eval suite in this PR preparation.

## 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>
2026-10-06 21:28:16 -05:00
DottaandPaperclip a6306ba606 feat(runner): consolidate Cursor production integration (#15075)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native Runner keeps provider sessions under company authority,
approvals, budgets and durable recovery.
> - Cursor work was spread across candidate branches. The published
branch lacked later plan, permission and cleanup fixes.
> - Production also needs public installation and matching runtime
assets for local and Daytona execution.
> - This pull request consolidates Cursor onto current mainline recovery
behavior and completes that installation path.
> - The installed v11 release passed focused local and Daytona
qualification after the generic mode and lifecycle cleanup. The later
model-selection correction and current mainline merge produce v14
artifacts that need matching release qualification.
> - Cursor admission is enabled in source; publish only an artifact
combination with matching qualification. Native AskQuestion and complete
per-run dollar accounting remain excluded.

## Linked Issues or Issue Description

Refs: #14435, #14631, #14669, #14699, #14724.

This completes the Cursor implementation by @cryppadotta from combined
source `22c78242a4e0c2369fecf0c2dc4e7600fbad6706`. It preserves newer
mainline recovery, completion and warm-directory behavior. Pi and
Copilot remain gated.

## What Changed

- Generate named Rust and TypeScript ACPX release profiles from one
manifest. Share runtime pins with packaging and server verification.
Preserve vendor runtime versions; bind the updated ACPX patch to Cursor
profile v14 and reject stale generated declarations at build/typecheck.
- Remove ACPX model allowlists, including the former Codex and Pi
restrictions and the duplicate developer test-drive gate. Send any
explicit model ID unchanged to its provider and verify the effective
selection before prompting. The bundled ACPX package forwards unlisted
IDs, rejects mismatched acknowledgements, and restores the exact
selection after session load. It does not expand Cursor model aliases.
Provider rejection, mismatch, or missing model controls fails without a
fallback. Model examples live in evaluation fixtures, outside runtime
declarations.

- Add pinned Cursor execution, contained instructions, exact model
verification and Agent/Plan/Ask modes.
- Carry an opaque generic `mode` identifier in shared native execution,
sidecar, Rust and recovery contracts. The provider adapter owns
supported modes, defaults, native translation and acknowledgement.
- Keep native RPC recognition, accepted-plan interpretation and
permission evidence behind provider adapters. Shared settlement and
recovery verify normalized facts and their committed evidence.
- Replace the Cursor-only warm-attachment branch with a runner-owned
capability. Only Cursor opts into it. Move profile compatibility and
optional usage parsing into provider metadata and adapters.
- Write generic plan-wait receipts. Read exact historical Cursor
receipts through a separate compatibility decoder. Reject mixed formats
and preserve existing authority checks.
- Carry native plans, semantic questions, todos, child activity,
permission identities and partial usage diagnostics through the Runner.
- Preserve durable response delivery, cancellation, warm ownership and
process retirement.
- Finish accepted planning runs successfully. Keep their tasks open for
explicit direction. Acceptance does not start implementation.
- Ship `paperclipai runtime setup cursor` and its provisioner through
the public package. npm installation does not download Cursor. Setup
uses the OS account's closure-keyed cache so system-wide npm packages
can remain read-only. Run it as the Paperclip service account.
- Include Cursor in normal provider packs and Daytona images for macOS
ARM64/x64 and Linux x64.
- Reject stale release packs by source revision and current ACPX/Cursor
pins before assembly writes files. Verify current Cursor
version/profile/closure again at runtime.
- Ship all three daemon targets and the expected Linux image-pack
identity. A macOS controller uses its packaged Linux daemon for Daytona.
Image mismatches fail before provider launch.
- Use the vendored Runner boundary for installed readiness probes.
Verify the actual installed Cursor probe.
- Verify compiled public Daytona plugins and their release versions in
installed smokes.
- Record exact artifacts, the acceptance matrix, retained failures,
supported capabilities and rollback behavior in the [readiness
report](https://github.com/paperclipai/paperclip/blob/codex/cursor-production-readiness/doc/plans/2026-10-03-cursor-production-readiness.md).

## Verification

- Current head `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037` merges
mainline `faa8e452c73bae5e044dd6379179a00106abb131`. It keeps Cursor
plan and cancellation guards alongside mainline historical-question
filtering. The evaluation catalog includes both Cursor and expanded
adapter accounting cases (683 total). Recursive typecheck, full build,
696 lifecycle/recovery tests, 45 fixture tests and fixture typecheck
passed. Current-head CI passed: 56 successful checks, one neutral and
four skipped. [Complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37557996535).
The fresh Base Greptile review is 5/5 on this exact head, with 304 files
reviewed, zero new comments and zero unresolved threads. The user
authorized overriding the CODEOWNER review gate after checks passed; no
failing checks are overridden. Prior results below retain their own head
identities.
- Corrective head `3d2b168366258036f6b6a6fccb382c49138cc601` fixes the
post-merge Apex finding. Automatic-review and new-evidence
reconciliation preserve pending child results and recheck delivery under
the status lock before completing. Account repair now excludes unrelated
secret consumers and requires the failed agent's identity. Regression
coverage includes the commit race, delivery statuses,
current-run/current-intent exclusions, repeated reconciliation, both
database reconciliation paths, and credential consumer boundaries. All
184 affected tests, server typecheck and server build passed.
Current-head Base Greptile review is 5/5, with 304 files reviewed, zero
new comments and zero unresolved threads. Current-head CI passed: 56
successful checks, one neutral and four skipped. [Complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37535994724).
This Base review is distinct from the earlier Apex review.
- Merge head `5957c257a` reconciles mainline `b508a05c4`. It preserves
both accepted-plan waits and pending-child-completion checks, current
provider selectors, task-creation response identities, and mainline ACPX
missing-file handling. The combined patch is bound to Cursor profile
v14; historical records keep their original identities.
- Merge head `5957c257a` passed recursive typecheck, full build, 43
installed ACPX/package contracts, 107 provider UI and plan/recovery
tests, 593 database-backed lifecycle tests, 49 profile/native contract
tests, 45 Product E2E fixture tests, fixture typecheck, token gates,
three provider-free browser task-creation cases, and Runner
conformance/replay checks. Its complete CI passed (55 successful checks,
one neutral and four skipped), while Apex returned 2/5 with a
child-delivery finding addressed below.
- The local full-suite attempt again failed the unchanged Git streaming
test (360-second timeout) and was stopped. The concurrent local Rust
attempt failed four unchanged Codex process/deadline tests; all four
passed serially without code changes in 7.29 seconds after removing the
competing test load. These failed commands are retained and are not
reported as full-suite passes; the fresh Linux CI runs are tracked
separately.
- The previous head `907bdb2a2778c7ffeb4a662a91460c9d1ddfc9c5` earned
Apex 5/5 with zero comments after fixing all three findings: per-user
install cache, stale release-pack rejection, and public Linux smoke
account/home handling. Its real built installer passed from read-only
public packages on macOS ARM64 and Linux x64. All 137 release-registry
checks and 64 ACPX package contracts passed. That review does not cover
this mainline reconciliation.
- Prior `beadd3654` passed the full CI matrix; its one unchanged chat
test failure and successful single retry remain in the [CI
history](https://github.com/paperclipai/paperclip/actions/runs/37521449327).
Historical results below remain attributed to their original builds.

- Fixture follow-up `dd59d7e82b103a88b7cbd7d2c38b612c0fbbff7a` removes
provider-specific model choices from generic offline ACPX tests. The
fake sidecar preserves the model and session identity selected at open
through suspension. Affected verification passed: 106 Rust tests and 73
TypeScript tests. This commit changes test code only; the
production-code checks below retain their recorded identities. Its CI
and Greptile review later passed; those results belong to that
historical head.
- Model-selection cleanup `9a070808b48960a41fdfd369ae0636b95af82459`:
252 focused Runner tests passed (six platform skips), covering all six
ACPX agents, native model acknowledgement, rejected selections,
installation integrity and recovery identity. The merged branch passed
recursive typecheck, full build, token gates, server admission (19
tests), and the Product E2E catalog (45 tests). The acceptance catalog
passed all four tests. The full Rust suite passed: 643 tests, 2 ignored.
It verifies sidecar acknowledgement of unlisted models and rejection of
model mismatches. The final commits only update Rust tests; production
sources match the verified build at
`65ec3279ac50185e3cda109b5cfd9b4f56105de0`. No new paid provider calls
were made.
- The merge preserves both Cursor and the new mainline public-MCP
fixture cases. Auto-merge remains disabled; the latest follow-up status
is recorded above. The local `pnpm test:run` attempt hit the unchanged
Git streaming test's 300-second timeout and was interrupted before
merging mainline. The broad Runner attempt found obsolete single-model
assertions plus three macOS fixture-path failures caused by a
`/private/tmp` override. The assertions are corrected; affected
TypeScript checks passed with the standard macOS temporary directory,
and the complete Rust suite passed. Neither interrupted command is a
full-suite pass.
- Earlier declaration-cleanup head `6f4a5e9e2` passed recursive
typecheck, build, Rust and focused tests. Its CI later exposed a test
expecting duplicated Grok digest literals. The current source fixes that
assertion to compare launcher bytes with the shared manifest. Historical
successes and failed attempts are retained; no new live provider
qualification is claimed.
- Previous head `e75fde6098b0ddd8cec765bfb6ecaeecb88a26a6` passed
complete CI (56 successful checks, one neutral, four skipped) and
Greptile 5/5. [Historical complete
CI](https://github.com/paperclipai/paperclip/actions/runs/37489112305).
Those results are not claimed for the cleanup head.
- Frozen live application: `d7b696f9b8f79095233e9e3d56d23e6a6018dd48`.
Public package version: `0.0.0-cursor-verify.3d0c9b7761c6`. The
declaration cleanup preserves release pins and does not relabel that
tested artifact as a build of the new source. Mainline through
`e34abee670` was reconciled while preserving accepted-plan waits,
provider-capacity handling, and both Cursor and public-MCP fixtures.
- Clean normal installation, explicit Cursor setup and daemon resolution
passed on macOS ARM64, macOS x64 under Rosetta, and Linux x64. npm
lifecycle hooks ran without silently downloading Cursor.
- Historical v11 live matrix: **18/18 passed with cleanup** (nine local,
nine Daytona) after the generic mode and lifecycle cleanup. The campaign
has 23 attempts; all five failures and their diagnoses remain recorded.
Exact case identities, hashes and limits are in the readiness report.
All provider calls are real, use the explicit Luna model and
company-bound credentials, and run without qualification or
runtime-asset overrides.
- The immutable Daytona image is
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:d6259b6bba094702c13fc2283bd85550849c1c53145b656fb2746778f9fa1747`.
The public Daytona plugin is installed independently and its version is
checked.
- Recursive typecheck, full build, token gates and Runner
contract/conformance/replay checks passed on the frozen application. Its
complete Linux CI suite passed. The duplicate local full-suite command
was incomplete after timing failures; affected repeats passed, but that
command is not reported as a clean pass.
- Qualification fixtures passed typecheck, 1,675 Vitest tests (one
skip), 128 Node checks, three provider-free browser tests, and 150
focused lifecycle tests after the final diagnostic correction. The
affected legacy Cursor command file also passed all five tests after
removing its shorter 10-second override; it now inherits the suite’s
standard 15-second timeout. Greptile is 5/5 on `e75fde609` with no
unresolved review threads. CI results above are recorded separately from
historical build results.

## Risks

- Cursor v14 includes the updated ACPX dependency patch and release
identity. The v11 live matrix and image below remain historical
evidence. They do not certify new v14 package/image artifacts.

- ACPX accepts models beyond the qualification fixtures. Availability
and entitlement depend on the provider. Successful configuration is not
a claim of live qualification for every model.
- Shared mode is an opaque identifier. Provider adapters own its
meaning. Incompatible historical sessions remain fenced; exact committed
plan waits and task history remain inspectable.
- Native AskQuestion is excluded. Paperclip semantic questions are
supported. Authoritative per-run dollar accounting is unavailable;
partial counters remain diagnostics and unknown cost is not zero.
- Image input, detailed native diffs, deeper child transcripts and
native plan-file export remain follow-ups.
- macOS x64 has clean-install and daemon-startup proof under Rosetta,
not a separate live campaign on Intel hardware.
- Release only the tested package/image combination. Merging this PR
does not publish npm packages or deploy that image. Later builds need
their own release verification. Rollback disables new Cursor admission
while preserving records and recovery inspection.
- A model can fail an exact instruction: one cancelled-plan attempt
returned the wrong summary marker despite correct cancellation. The
unchanged repeat passed; both results remain in the report.

> ROADMAP.md was checked. This completes existing native Runner/Cursor
work; it does not add an independent core feature proposal.

## Model Used

OpenAI Codex, GPT-6. The exact serving variant and context window are
not exposed in this session. The agent used reasoning, repository
inspection, code execution, protocol tests and browser-backed Product
E2E tools. Cursor acceptance uses the explicit
`gpt-5.6-luna[context=272k,reasoning=medium,fast=false]` model. That is
the evaluated provider model.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — affected suites passed;
full CI and the retained local failed attempts are recorded separately
above.
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green — 56 successful checks, one
neutral and four skipped on `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037`
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
fresh Base review passed on `f7ec5cc1f0e30c62a829c016ff2013a2a9d79037`;
zero new comments and no unresolved threads. The earlier Apex finding
remains fixed.
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:48:15 -05:00
DottaandPaperclip 2d0c138122 Expand direct assistant MCP tools for work and configuration (#15380)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - The existing assistant connection can read work and create tasks or
comments.
> - It cannot edit tasks, exchange files, or manage normal agent and
project settings.
> - These operations must retain the person's permissions and
Paperclip's execution rules.
> - This pull request adds an explicit operation registry and separately
consented configuration access.
> - Assistants can manage work without receiving credentials or runner
authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: assistant MCP, domain routes, consent UI, storage, and
Product E2E.

**Problem or motivation**

A connected assistant cannot update tasks, maintain documents, attach
files, or configure existing agents, projects, and skills. Users must
leave the assistant for these routine actions.

**Proposed solution**

Add named tools and a restricted API registry to direct connections.
Require separate configuration consent. Reuse domain routes and retry
receipts. File uploads save the attachment when the byte transfer
succeeds.

**Alternatives considered**

Arbitrary REST forwarding would expose administration and credential
operations. Runner impersonation would bypass execution ownership.
Separate upload completion calls add unnecessary client state.

**Roadmap alignment**

Checked ROADMAP.md and related MCP pull requests. This extends the
human-authorized connection from #14933. It does not replace the runner
or introduce agent impersonation.

Companion Cloud routing and directory isolation:
https://github.com/paperclipai/paperclip-cloud/pull/678.

## What Changed

- Add task editing, finish/block, documents/revisions, deliverables,
agent settings/instructions, projects/repositories, and skills/files.
- Add an allowlisted API search/call registry with identical field
restrictions, scopes, and retry identities.
- Add unchecked configuration consent. Existing write grants retain
their current authority.
- Add hashed, expiring file transfer tickets and atomic upload receipts.
No completion call is required.
- Preserve company boundaries, human attribution, active native
execution ownership, and execution review gates.
- Add protocol/domain tests, consent stories, and eight paid Product E2E
workflows.
- Repair two CI fixture races: await cold route setup before assertions,
and wait for asynchronously loaded connection copy. Both fixture suites
pass (24 + 48 tests).

## Verification

- Consent revision: one write-access checkbox controls requested work
and configuration permissions in browser and device flows. All 16
consent tests, UI typecheck/build and token gates pass. Updated
interactive stories cover default approval, opt-out and viewer
restrictions. The paid browser helper uses the new exact label. Real
GPT-5.4 Mini Product E2E passes 2/2 at
`64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission
denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic
retries, cleanup passed; $0.04149375 estimated assistant cost plus
unpriced worker usage. Raw results, usage and source fingerprints are
retained in the worktree. UI and Product E2E typechecks pass.

- Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks
pass; two optional Storybook checks skip. Greptile 5/5 on that head, no
unresolved review threads. Final consent head
`64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing
and Greptile 5/5 with no unresolved threads. The unchanged Cursor
sandbox test had one 10-second timeout, passed in local isolation, and
passed its single CI rerun; the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37554106934).
The existing chat retry-denial browser test had one visibility failure;
its single rerun passes, and the failed attempt remains in [the CI
run](https://github.com/paperclipai/paperclip/actions/runs/37542735691).

- Full workspace `pnpm -r typecheck` and `pnpm build` pass at final
runtime source `b2196fae1`. UI token gates pass.
- 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests
pass, including one-connection PostgreSQL OAuth and concurrent upload
retries.
- Paid Product E2E: all eight expanded cases qualified across Mini,
Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell
timed out before application startup. Final affected-case qualification
passes 9/9 on all three models with grader v16, including the failed
cell. Automatic retries disabled; failures, costs, source hashes and
independent durable-state/file assertions are retained in [the
verification
record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md).
- Actual Codex CLI, Claude Code and OpenCode clients completed local
reads/mutations. Codex wrote a report, Claude updated it in a later
conversation, and OpenCode uploaded/downloaded a file with matching
SHA-256 and registered the attachment. Revoking the CLI grant rejects
subsequent bridge initialization.
- Butter staging is verified on final runtime `b2196fae1`
([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)).
A fresh OpenCode workspace fetched the copied invitation, configured
remote MCP, started OAuth and reached real consent with configuration
unchecked. Invalid transfer tickets return 403 through Cloud. Human
approval for the new persistent staging grant is pending; hosted
task/file success is not yet claimed. The final transaction fix is
deployed.
- Full local `pnpm test:run` passed 15,614 general-server tests but
stopped on two macOS timeouts. The heartbeat test passed in isolation;
the existing 40,000-file Git stress fixture timed out again. Its Linux
CI lane passes. Later local full-suite phases did not run after the
timeout; this is not an all-green local full-suite claim.
- Instructions and security limits are in `doc/public-mcp.md`; the saved
plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`.

## Risks

- This expands the experimental direct MCP surface. Explicit schemas and
domain permissions must stay synchronized.
- Migration 0311 adds transfer tickets and upload receipts. Expired
orphan cleanup must not remove committed attachments.
- Configuration requires a new consent request containing that scope;
the single write-access choice controls it alongside work mutations.
Refreshing an old grant does not add it.
- The public directory keeps its original ten tools through the
companion Cloud change.
- Hosted consent/work proof remains the final delivery gate. The PR
stays draft while approval of the new staging grant is pending; code
checks and review are green. Merging is a separate action.

## Model Used

OpenAI Codex (GPT-6, tool use and code execution). The exact serving
model ID and context window are not exposed in this session. Paid
evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001;
claude-sonnet-4-6.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:29:58 -05:00
DottaandPaperclip fe9d865250 fix(native): wake parents after revised child completions (#15372)
## Thinking Path

> - Paperclip manages agents and the tasks they perform.
> - A parent needs a new notification when a child finishes requested
revisions.
> - Native completion currently identifies that wake by the parent and
child only.
> - An already consumed notification can suppress the child's next
completion.
> - This PR binds ordinary child notifications to the committed status
decision.
> - A replay keeps the same identity, while a new completion can wake
the parent.
> - Live evaluation then exposed new child results being swallowed by an
active parent.
> - The repair preserves that input for a fresh turn and prevents
premature Done from discarding it.

## Linked Issues or Issue Description

Refs: #15218. The procedure experiments remain unshipped. This fixes
native completion wake identity and durable delivery to a busy parent.

Related open work: #10559 and #4507 address legacy wake deduplication,
#11179 addresses delivery during an active parent run, and #13044
addresses watchdog signals. This PR changes native committed-decision
keys and their delivery to an active parent, while preserving exact
watchdog behavior.

**What happened?**

A native child completed, its parent consumed the notification, and
feedback reopened the child. The second completion found the old
completed wake and created no new notification.

**Expected behavior**

Each new ordinary child completion can notify the parent. Replaying the
same committed completion must not add a notification. If the parent is
already running, the new result must remain available for a fresh turn;
an unread result must survive a parent Done claim.

**Steps to reproduce**

Complete a native child, consume its parent wake, reopen and complete
that same child, then inspect the parent wakes. The regression fails on
unchanged master because only one wake exists after two completions.

**Paperclip version or commit**

Baseline: `0fe47882cfcb12082035113c59ca96091c46ebfc`.

**Deployment mode**

Native runner with the standard server and PostgreSQL control plane.

## What Changed

- Include the durable status-decision ID in ordinary child completion
wake keys.
- Defer new ordinary native child completions behind an active parent,
carrying the committed decision identity and revised summary.
- Keep a parent in progress while that result is still queued, claimed
or deferred; recheck before the status commit. Use the existing
continuation without reviving cancelled tasks.
- Lock the parent before ordinary child status writes, making the
notification/Done ordering explicit without upgrading an implicit
foreign-key lock.
- Cover exact sequential delivery, dispatcher replay, and
queued/claimed/deferred versus consumed/current-run completion
identities in database tests.
- Apply it when the child is also a dependency and when it is only a
child.
- Preserve the stable key for exact `task_watchdog` origins to avoid
repeated watchdog loops.
- Extend real database conformance coverage for both relationships,
ordinary and near-match origins, watchdogs, revised summaries, and
replay.
- Reconcile the working checklist with the merged guidance PRs and
record the bounded next step.
- Reuse the current composer helper for Everyday task creation: capture
the returned task ID, preserve the exact prompt and chosen
assignee/project, and cover the setup with paused-agent browser tests.
The same setup correction is present in both comparison variants.

## Verification

**Ready for review and merge at
`e2fc0c8e3ddb84dd9bc045704c3d1ecb23ee3447`: both original live cases
pass, zero new failures against the frozen baseline, all checks green,
CLEAN/MERGEABLE and out of draft. Not merged.**

| Profile | Original baseline | Initial candidate | Fixed candidate |
| --- | --- | --- | --- |
| native Codex / `gpt-5.6-sol` | PASS | FAIL | PASS |
| ACPX Claude / `claude-sonnet-5` | FAIL | PASS | PASS |

One new pass, one unchanged pass, zero new failures and no pending pairs
against the original baseline. The earlier failed candidate is
preserved; it was fixed and measured at a new source, not regraded or
rerolled unchanged.

### Current source and live evidence

- [Completed campaign
37523025407](https://github.com/paperclipai/paperclip/actions/runs/37523025407)
and [public report with original
screenshots](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37523025407-1/index.html).
Report and screenshots return HTTP 200; screenshot bytes match original
retained evidence.
- Measured candidate `e2fc0c8e3ddb84dd9bc045704c3d1ecb23ee3447`; reused
frozen baseline `7d700f43e93e89e4c196f8799b0aa3cef41d20da`. Trusted
workflow `88ff98b83d15eaa6640ee1848df4f0ad9bc82af3` is distinct from
measured sources; workflow blob
`0600886144d3e22ea2e4a38329a79177882f3948`. Prompts, fixture, oracle,
model/profile and input controls are unchanged. Both variants include
the same composer setup repair.
- Both original candidate grades PASS: all 31 checks per cell, parent
and child Done, independently tested revised ZIPs, successful cleanup.
Exactly one first attempt per profile on this source: 10 actual runs, no
retries. Reusing nine baseline runs gives 19 matched runs; the baseline
was not rerun.
- Claude directly exercised the repair: its revised child completed
while the parent was active, the parent's Done claim became InProgress
with `native_child_completion_pending`, and a fresh parent turn then
completed with the revised artifact.
- Both persisted final provider comments refer to the same attachment
whose parent-registration hash matches the revised ZIP tested by the
original oracle; native final evidence also references that attachment.
Codex provides a clickable download link. Claude describes the new
`--max-length` behavior but uses a backticked attachment ID, without a
clickable URL in the final prose. The artifact is registered on the
parent and independently downloaded/tested; prose-link usability remains
a presentation limit outside the original oracle. Artifact identity and
observed execution do not prove cognitive review.
- 68 focused scheduling/conformance/arbiter tests pass. Four regressions
fail against the original production files while four controls pass. The
database scheduler test proves one sequential continuation with the
revised summary and replay deduplication. It uses a mock adapter and is
separate from the live proof.
- Full local `pnpm -r typecheck` and `pnpm build` pass. [Exact-head full
CI
37522126627](https://github.com/paperclipai/paperclip/actions/runs/37522126627):
51 successful checks, two intentional skips, separate Snyk success.
Fresh exact-head Greptile
[5/5](https://github.com/paperclipai/paperclip/pull/15372#issuecomment-6022179172),
no new actionable findings; all review threads resolved.
- Ready-transition Contributor trust and Superagent Security Scan both
pass. The security scan completed at 2026-10-06T20:26:53Z with zero
annotations. Final total: 53 successful check runs, two intentional
skips and separate Snyk success; aggregate SUCCESS, source unchanged,
zero unresolved threads.
- The explicit parent lock precedes child writes. Its controlled
PostgreSQL ordering also passes on previous production through an
implicit foreign-key lock; this is hardening, not a reproduced
additional live failure. The four original failing regressions remain
the before/after proof of the active-parent repair.

### Preserved failures and accounting

- Initial candidate `a2ae2324ce7692e704fc43e99904b076d6246fee`: Codex
PASS → FAIL, Claude FAIL → PASS. Equal totals concealed a new failure
and did not qualify that source. Its Codex parent ended Blocked after
the revised child result coalesced into the active parent; there was no
retained later parent execution and the independent ZIP oracle was never
reached. A later server backstop log did not prove recovery.
- In the initial Claude cells, both parent finals referenced an earlier
parent ZIP while the oracle tested the revised child's ZIP. The original
candidate PASS did not establish latest-artifact delivery. Earlier
parent ZIP bytes are absent, so different hashes alone do not prove
missing functionality. Those original grades and content findings are
unchanged.
- Original baseline
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37509893406-1/index.html);
original candidate Claude
[artifact](https://github.com/paperclipai/paperclip/actions/runs/37509916344/artifacts/11434353106);
failed candidate Codex
[campaign](https://github.com/paperclipai/paperclip/actions/runs/37513070706).
The original cohort contains 17 actual runs, no retries, successful
cleanup.
- Campaign 37509916344 was cancelled after its Codex job waited over 16
minutes without a runner or steps. Completed Claude evidence was
preserved; only the missing Codex first trial was dispatched in
37513070706. The trusted workflow revision differs but workflow bytes
are identical. The cancelled campaign has no published HTML. Earlier
campaigns 37506546098 / 37506550087 retain four composer setup failures,
zero agent runs; the identical fixture-only repair restored setup
without changing the prompt or outcome oracle.
- Intermediate `3c1cf6830ce9db4123b834ffb99c594c383a8986` [campaign
37518652522](https://github.com/paperclipai/paperclip/actions/runs/37518652522)
was cancelled after a concurrency review finding. Both paid-cell steps
started and both tasks were created. Only invocation policies survived;
no grade, run inventory or cleanup receipt. Provider activity and
charges are unknown: two incomplete attempts, not passes or
zero-provider setup failures.
- Cumulative accounting: **27 known actual runs** (17 original + 10
fixed-candidate), plus unknown activity in those two cancelled
intermediate attempts. The 19-run matched comparison reuses nine
baseline runs and is not additional execution. Reported LLM amounts are
zero with original billing `complete=true`; actual charges are unknown
and local/hosted runtime is unmetered. No free-run, speed or cost claim.
- Original and new results pass the canonical result validator. Retained
source, input, result/API/story/final-ledger/usage run identities and
artifact hashes were audited. Each downloaded package omits the
pre-upload-declared `playwright-output/.last-run.json`; primary result,
API, final ledger, story, screenshots and reached ZIP oracles are
retained. No full-package completeness claim.
- The initial redundant local full test invocation was stopped after
2,492.5 seconds once that head's CI passed; completed groups recorded
23,045 passes and 87 skips. That local invocation remains incomplete.
Current full CI is the repository-wide test evidence.

## Risks

A revised completion can schedule another sequential parent run and its
normal budget use. A parent Done claim remains non-terminal while a
newer native child result awaits delivery. Company scope, governance,
workspace-finalization, terminal cancellation and exact watchdog
behavior remain enforced. This changes native completion authority and
scheduling, so the durable identity, replay and concurrent-commit
controls matter.

The two live trials qualify the observed revised-child handoff, not
broad task quality or causal/general equivalence. Claude's final prose
still gives an attachment ID without a clickable URL, although the
registered revised artifact passes the original download oracle.
Completion before any new child result exists, removal of unfinished
dependencies and broader instruction reduction remain separate
questions. There is no schema or prompt change.

## Model Used

OpenAI Codex, GPT-6 family, with repository inspection, shell execution
and code editing. The exact serving model ID, reasoning setting and
context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 16:11:43 -05:00
DottaandPaperclip e38d6d16b6 feat(connections): add advanced provider setup and live browser qualification (#15341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect accounts and choose an agent harness and model.
> - The runtime change in #14970 supports custom providers on those
connections.
> - Normal setup must stay simple while advanced users can choose a
compatible gateway.
> - Shared connector rows and access controls keep these choices
consistent.
> - This pull request refines the agent setup UI and adds review stories
and repeatable browser qualification.
> - The qualification checks real tools and downloaded outputs, not only
a successful run status.

## Linked Issues or Issue Description

Refs #14970, #37, #13083, #14104, #14565, #12692.

The core implementation in #14970 is merged. This branch incorporates
its squash commit and targets `master`. Both PRs contain our
implementation. #14016 is a reference only and is not a dependency. This
PR has 96 changed files.

## What Changed

- Complete model-provider connector presentation beside other
connectors. Each row uses the existing Connect action and connection
list. Tags are stored without category UI. The base PR includes the
provider forms and routes.
- Show persistent Subscription, API Key, and Advanced choices. Label
Advanced as Custom Gateway. Reuse provider logos, connection lists, and
permissions controls. Default access to the organization and all agents
when permitted; keep narrowing controls under Advanced.
- Keep Configure reachable before subscription sign-in, so users can
select a supported environment when the default cannot sign in. Testing
and saving still require a connection. Show the execution environment in
Configure. Preserve the confirmed Connect choice. Editing a method,
credential, saved account, or advanced choice requires that current
choice to connect before testing or saving. Use matching model and
thinking-effort dropdowns and retain connection icons in selected
values.
- Preserve the new harness model default when switching an existing
OpenCode agent to Codex or Claude, and resolve user-selected model names
with the effective harness.
- Load popular OpenRouter models through the shared connection-model
discovery path. Keep explicit model lists and manual model entry
available.
- Group onboarding, connection setup, agent runtime, management,
recovery, and production-component stories under AI Connections /
Provider routing.
- Add an explicit-only provider-connections browser suite for managed
local or existing local/staging targets. Use private browser profiles
and credential handoffs. Support human-assisted subscription sign-in
without sharing passwords or tokens in reports.
- Verify persisted connection identity, runtime probes, tool execution,
exact artifact bytes, completion, and context-dependent follow-up.
Retain source/model provenance, cost bounds, closed error diagnostics,
original failures, and cleanup evidence.
- Add Gemini startup-model and skill-root fixes, Grok private-history
detection, ACP filesystem regression fixtures, selected-workspace
handling for local Hermes, and artifact-helper workspace fallback.
- Keep managed Grok runtime homes disposable. Remove host-side
transcript retention/restoration because private file modes do not
isolate same-user agent processes. Ignore earlier development archives
and use a fresh task handoff when history is unavailable. Verify the
absence of restored transcripts with a separate same-user process.
- Capture stopped-run diagnostics before deleting an attached-company
fixture agent. Track creation and owned sign-in receipts; revoke only
this attempt's accounts and never adopt a concurrent campaign's newly
created account. Preserve failure signals and final status through
cleanup.
- Require the requested environment in the saved agent and every run,
including follow-ups. Reject a forced incompatible target. Keep one
cancellation state through startup, every cell, reporting, and teardown
for SIGINT, SIGTERM, and SIGHUP. Stop further paid cells after
interruption. Document qualification limits.

## Verification

- Current head `b3bb3e94d577d43d9965a6b9daba039f599b2e49` includes
master `d9f600043`. The security fix in `a758fde31` passes full
workspace typecheck, production build, and 119 connection/Grok
regressions. The unchanged UI passes all 126
configuration/model-discovery tests and token gates. The final
published-guide correction passes Grok adapter typecheck. Earlier head
`eebd8225c` passed the complete deterministic runner suite (1,404 Vitest
tests and 128 Node tests) and all CI jobs. Current-head CI run
`37520147514` passed all 47 jobs, including the full sharded Vitest and
browser matrix, production build, and canary dry run. All 55 checks
completed: 53 successes and two expected skips. The current-head
security scan passed, Greptile is 5/5, and no review threads remain
open.
- A separate same-user process reproduced reading a restored Grok
transcript before the security fix. The regression now finds no
transcript. Existing fresh-session fallback and ordinary session
metadata behavior pass.
- The final account-choice and cleanup fixes pass 85 setup tests and 26
qualification-harness tests. Regressions verify that editing a
connection invalidates confirmation, Configure remains reachable before
sign-in, diagnostics are captured before fixture deletion, and
concurrent campaigns cannot adopt or revoke each other's accounts. UI
and E2E typechecks pass.
- The Storybook build and actual Chromium production-component stories
passed during this change. Review the neighboring AI Connections /
Provider routing stories, regular connector rows, three connection
modes, model discovery, and the single execution-environment control in
Configure.
- Cancellation smoke verified authenticated cleanup before browser close
for SIGINT, SIGTERM, and SIGHUP. Regressions cover interruption during
startup and reporting, missing-file ACP resource errors, and preserved
permission denials. Both ACP runtime versions and 54 ACPX/Grok
regressions passed. The deterministic connection-intent browser suite
passed two tests.
- Historical local qualification retained 43 passing API/gateway cells
out of 46, with downloaded outputs and follow-up receipts. These
attempts span earlier builds; they do not qualify this exact commit or
staging. Subscription combinations, Gemini overloads, and the unresolved
follow-up failure remain recorded rather than counted as passing.
- Use `pnpm test:e2e:runner -- --list --suite provider-connections` to
inspect the matrix. Follow `tests/runner-e2e/PROVIDER-CONNECTIONS.md`
for credentials, target URL, sign-in assistance, budget, evidence, and
cleanup. Paid live tests remain opt-in.

## Risks

- The core implementation in #14970 is merged. This PR adds no database
migration of its own.
- Subscription login needs an interactive provider session. Dedicated
accounts and staging qualification remain follow-up work; this PR does
not certify every login combination for production.
- Managed Grok transcript resume is deferred until provider history has
an OS isolation or authorized broker solution. Follow-ups start fresh
with Paperclip task context; earlier live Grok results do not qualify
this behavior.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Live overloads and one unresolved follow-up timeout remain
recorded. The stock CLI is unchanged, and those cases are not marked as
passing.
- Real-provider tests spend credits and use private credential/evidence
directories. The launcher requires explicit selection and checks target
ownership. It must not attach to a developer's database by accident.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local remain outside custom provider
setup.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment 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>
2026-10-06 15:21:22 -05:00
DottaandPaperclip 22a3ea3414 Invite assistants from Connections with scoped browser and device consent (#14933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Public MCP lets people use their organization from an external
assistant.
> - Operators need a visible control for this experimental access.
> - Hosted users should select an organization once and then approve its
permissions.
> - This pull request adds the setting, invitation-first setup, and
browser or device consent.
> - Connections provides a copyable invitation with public instructions
that grant no access.
> - Users reach browser consent from their assistant and return to
inspect or revoke access.

## Linked Issues or Issue Description

Builds on merged foundation #14846. This PR now targets master. Related
settings convention: #13905.

**Current behavior**

The preview uses an environment variable to enable MCP. Hosted consent
repeats organization selection. Assistant access has no entry in
Connections, so users must already know the endpoint and how to reach
consent.

**Proposed behavior**

An administrator enables Settings → Experimental → Assistant connections
(MCP). A hosted connection shows the selected organization and its icon,
then asks for permissions. Requested write access starts checked when
the user’s role permits it; the user can opt out before connecting.
Direct instance connections show an organization picker with the first
available organization selected. The selection stays fixed across
refetches and still requires an explicit Connect action. Connections
includes Assistant Connection (MCP). Its setup page explains the
canonical endpoint, client configuration, browser authentication, and
connected access. It connects as the current person and does not select
or impersonate an agent.

**Reason and benefit**

Operators manage access with the other experiments. Users select one
organization, and both the UI and server enforce that choice.

**Breaking changes**

The old enable variable has no effect. Preview operators must enable the
setting once. Apply the additive consent-request migration before
deploying the tenant, then deploy the compatible Cloud broker. Existing
direct requests and grants keep their behavior.

## What Changed

- Simplify OAuth and device consent: show the Paperclip logo beside
“Connect {client} to Paperclip”, fall back to “your assistant”, and show
the identifying origin plus its favicon below, with the callback URL
also visible when different. Remove the hosted-organization creation
action. Default to the first available organization without silently
changing it on refetch; preserve company restrictions and write
opt-outs. Keep the button row contained on narrow screens.
- Make Copy invitation the primary action, using the shared animated
AgentSetupPrompt and a collapsed manual setup section with icon-labeled
line tabs. Remove redundant link actions, copy-status text, the extra
first-prompt well and revocation explanation from the setup page. Serve
shared version-aware HTML and Markdown instructions without private
organization data.
- Support guarded Client ID Metadata Documents alongside dynamic
registration, and include authorization response issuer identification.
- Add RFC 8628 device authorization with separately hashed codes,
expiry, shared request quotas, persistent polling backoff and atomic
redemption. Reuse human consent, role checks, scoped grants, audit and
revocation.
- Add CLI device login and a local stdio bridge. Store credentials
separately with private permissions and serialize rotating refreshes.
- Add device consent stories and five cold-start paid Product E2E cases
with independent grant, configuration and durable-work assertions.

- Add `enablePublicMcp` to the settings validator, normalizer, feature
catalog, and toggle UI. Check it live for OAuth, tools, subscriptions,
and event delivery. Keep connection management and revocation available
while disabled.
- Default the MCP origin to the existing auth public URL, with strict
validation and an explicit override.
- Persist the optional OAuth `company_id` restriction. Describe only
that company and reject approval for any other company, even if the
person belongs to both. Keep active-membership and role checks.
- Show the Paperclip icon and a large organization icon during consent.
Return the saved company logo through the company-scoped request
response and reuse the standard fallback icon. Use the requested concise
permission labels: “Read all of your Paperclip data” and “Allow write
access and creating tasks as me”. Use concise permission copy, retain a
compact client and callback-origin disclosure, and remove the footer
link.
- Default requested write access on for eligible roles. Preserve opt-out
across organization changes and refetch, reset defaults for a new
request, and submit read-only access when the request or role does not
allow writes. Align the shared checkbox with its label.
- Use organization wording in consent, management, settings, and
walkthroughs. Keep the organization fixed for hosted requests and retain
direct-instance choice.
- Add an Assistant Connection (MCP) card to the Connectors catalog, a
setup page in the app shell, and a return link from Experimental
settings. Include Codex, Claude Code, OpenCode, and generic remote MCP
instructions.
- Read the live gate and canonical server URL through authenticated
setup metadata. Show only the current person’s grants for the selected
organization, refresh after consent, and support revocation. Surface
catalog status failures with an explicit retry action; do not present
them as an empty connection list. Opening setup grants no authority.
- Start the eight guided chapters in Connections. Keep presenter notes
and chapter controls around real product pages in the app shell. Explain
the terminal, consent, delegation, retrieval, and revocation handoffs.
Mark conversation examples as illustrative. Cover first use, client
setup, connected, loading, and error states. Keep the existing consent
and management stories.
- Keep the paid-eval setup and browser helper aligned with the setting
and consent button.

## Verification

- Warm-standby integration fix `ec64ea05e`: public MCP ingress now
follows the Cloud claim guard; MCP and discovery paths return 503
instead of SPA HTML while unclaimed. Event polling checks the in-memory
claim before reading the persisted experimental setting. All 97 focused
OAuth/Cloud tests and server typecheck pass, including new request and
timer regressions for idle-before-claim and resume-after-claim behavior.
Fresh review is 5/5 with no unresolved threads, and all security scans
pass on this final head. All browser shards, typecheck, build, canary
installation and other test groups passed on the first attempt. The
unchanged Cursor sandbox default-command test timed out at 10 seconds;
the exact test passed locally without edits in 587 ms. The single
failed-job retry passed, with the original failure retained in workflow
37500711895. All 54 final-head checks pass on
`ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs
are intentionally skipped).

- Final master integration `8457828fc`: merged foundation #14846 and
current master, preserving the invitation changes and all 33 files from
the two newer upstream changes. No migration renumbering was required.
All 95 focused OAuth/Cloud integration tests, full recursive typecheck
and token gates pass. All CI gates passed on that integration head;
review identified the warm-standby issue fixed above.

- Security-review fix `8c1d0b696`: commit shared global/per-source
admission before outbound CIMD work, preserve failed-attempt receipts,
and validate resource/scope before fetching. Added migration
`0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression
cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive
typecheck and production build pass. The security scanner passed that
commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18
authorization requests sharing one proxy across two service instances
use just two fetches. All 70 OAuth/metadata tests and server typecheck
pass after that refinement. Final follow-up `8ebeae84c` reports
admission-storage failures as retryable HTTP 503 instead of invalid
client metadata. Its regression proves no outbound request before
admission and successful retry after storage recovers. All 71
OAuth/metadata tests and server typecheck pass. Final-head security
scanning passes; Greptile is 5/5 with no unresolved findings. CI passed
all browser shards, typecheck, build, token gates and canary
installation. One unchanged adapter-utils bridge test raced a
response-file write (expected a JSON error, received the safe
file-changed error). The exact test passed locally without edits. The
single failed-job retry passed; the original failure is retained in
workflow 37490609192. All 54 checks now pass on final head
`8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh
Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently
merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final
integration above now targets master.

- Integration with current master: preserved the new Connections source
filters and pagination, kept all eval suites, and regenerated the
consent/device snapshots as migrations 0303/0304. All four MCP migration
SQL hashes are unchanged from the staging versions. Full recursive
typecheck and production build, 132 focused UI tests (including catalog
filtering), 89 server authorization/settings tests, 26 migration tests,
120 eval calibration tests and token gates pass. Review follow-up
`4820ce74c` also keeps active assistant grants in Installed, with
pending/error recovery and revocation/company-isolation coverage. All 76
setup/catalog tests, UI typecheck and token gates pass after that fix.
The unchanged signoff browser test timed out waiting for a heartbeat in
CI at `4820ce74c`; the exact test passed locally without code changes,
and the preceding CI head passed that shard. That same unchanged test
failed at the reviewer stage in the next CI run. All five signoff tests
passed three times locally (15/15), without test changes. All eight
browser shards pass at final head `8ebeae84c`; no browser-test edits or
failed-browser-job retries were needed.

- Setup-page refinement at `9ab009178`: all 17 focused setup/consent
tests pass, along with UI typecheck, production build, Storybook build
and token gates. Browser exercised the shared prompt preview and client
tab switching, and the updated InvitationCopied Storybook interaction
checks its clipboard fixture. All final-head CI checks pass at
`9ab009178`, with no unresolved review findings. Deployed successfully
to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524.
Verified the actual page, tab switching and line styling, removed
actions/copy, and successful native copy/paste of the complete Butter
invitation into a local-only test field. The existing Claude grant was
left intact.
- Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates
pass. UI typecheck and production build passed again at `4e4d5e4d9`;
Storybook build and eval-helper typecheck passed for `28101cf91`.
Follow-ups let the primary button wrap on narrow screens, preserve a
distinct callback URL, and use only bundled icons to avoid pre-consent
requests to client-selected sites. Browser-verified the real consent
component in desktop and 320px mobile stories, including default
selection, write access and preserved opt-out. Updated E2E
heading/default-selection helpers. All CI checks passed at `dc8e9fd11`,
with review 5/5 and no unresolved threads. The Butter preview
publication needed a retry because npm initially accepted the DB package
before making it visible; the retry succeeded and `dc8e9fd11` deployed.
Verified a fresh, unapproved native Codex CIMD request on Butter:
default organization/write selection, known-client heading and icon,
distinct callback origin, and removed creation action. No grant was
approved for this UI check. Prior paid runs below retain their exact
source provenance; this UI-only follow-up did not rerun paid
qualification.
- Source-pinned paid matrix at
`2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases
each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign
`local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config,
unavailable host, denied consent and reconnect/later retrieval, with
independent configuration/grant/task/run/document assertions. Original
failures, transcripts, source fingerprints and billing remain retained.
- Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on
Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`.
Latest `0637b9f1c` shares that same guidance across HTML, Markdown and
manual UI after review; generated Markdown is verified byte-identical to
the paid-evaluated version. Shared build, server/UI typechecks, token
gates and 63 auth/metadata tests passed again. Every CI gate passed at
prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads.
- Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval
calibration tests, server/UI/eval typechecks, token gates and Storybook
build passed. Full recursive typecheck and production build passed
during implementation; CI also passed them at `2992ef271`.
- Local full-suite limitations: a large-file Git streaming test times
out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh
MCP reruns passed, and the corresponding CI groups passed. No claim that
the local full suite is green.
- Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD
consent; device CLI reaches verification/consent. New grants await human
approval. Existing local OpenCode retrieved a saved result in a fresh
conversation through its previously approved grant.
- Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received
the exact copied invitation, read public setup, configured its server
and started PKCE consent. Its shell command timed out; background retry
reached the client's own callback deadline while approval remained
pending. Latest instructions cover that handoff. **No completed Butter
read/delegation/result retrieval is claimed.**
- Cloud companion
https://github.com/paperclipai/paperclip-cloud/pull/672 passes
checks/review and deployed. Anonymous setup and device-protocol routing
verified. Core `2992ef271` deployed successfully and the actual Claude
web flow now reaches consent. Its extra JWT-bearer metadata is filtered
to implemented grants; unsupported token grants remain rejected. Final
`0637b9f1c` deployed successfully to Butter in
https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300;
live HTML and Markdown both contain the final guidance. The superseded
instruction-only build was canceled before deployment. This is a
core-only staging preview; private Cloud plugins are omitted. ChatGPT
web is signed out, so browser connector use is unverified.
- Screenshot gallery begins at Butter's dashboard and distinguishes real
setup/pending consent from local reuse and fixtures. It records the
timeout finding. New persistent access needs human confirmation before
the remaining actual-client acceptance work.
- Manual path: Connectors → Assistant Connection (MCP) → Copy invitation
→ paste into assistant → configure and start authorization → sign in and
approve → verify `paperclip_connection` → delegate → retrieve the saved
report later.
- Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md`
and `doc/public-mcp.md`.

## Risks

- Apply additive, replay-safe migration `0304_curvy_shadow_king.sql`
before using device authorization. The public setup link carries no
credential. Device codes and tokens stay private; neither sharing
instructions nor installing a plugin authorizes access.
- Apply additive migration `0305_chubby_vin_gonzales.sql` before
deploying the shared metadata admission gate. It retains at most 60
short-lived, hashed-source receipts per instance and rejects excess
attempts with 429.
- CIMD metadata fetching is a new external-input boundary. It requires
HTTPS, exact client ID and redirect validation, bounded responses and
guarded DNS/network access. Client names remain self-reported.
- Device support is per-instance. The central Cloud broker retains its
existing grant support. Host installation and tool reload capabilities
vary by client; instructions describe manual settings and restart
requirements.

- Consent names the registered client in its heading and displays its
identifying origin below. Known-origin icons are bundled; all other
origins show a neutral site icon without contacting client-selected
sites. Client names are self-reported; the callback origin is the
recipient check. The Cloud chooser also displays the original client and
receiving origin before tenant handoff.

- A user who accepts the preselected write permission can create tasks
and comments. Task creation and comments can start or wake agents and
use execution budget; the consent label uses the concise wording
explicitly requested by the maintainer. Scope requests, role checks, and
the final Connect action still apply.
- Migration `0303_supreme_garia.sql` adds one nullable UUID column with
`IF NOT EXISTS`. Requests without a company restriction keep the
direct-instance picker. The binding stays recorded if its company is
deleted; consent then fails closed.
- Deploy tenant support before the Cloud broker sends `company_id`.
Unknown or inaccessible organizations must never fall back to a
different company.
- The setting defaults off. Disabling access does not cancel work
already delegated. Existing tokens and unexpired subscriptions can
resume when enabled again; revocation remains separate.
- The catalog entry is visible for discovery while the feature is off.
Setup instructions, OAuth, and tool execution remain gated. No access is
granted by viewing the entry.
- Assistant sign-in starts in the external client so it owns PKCE and
callback state. Client command syntax can change and links to official
setup documentation are included.
- An authenticated instance and valid public URL are required. Hosting,
paid execution, and store publication remain separate rollout steps.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 12:35:16 -05:00
DottaandPaperclip e34abee670 feat(mcp): connect assistants to a team with user OAuth (#14846)
## Thinking Path

> - Paperclip gives teams durable tasks, agent execution, budgets, and
approvals.
> - People also use assistants in Codex, Claude, and other MCP clients.
> - Those assistants need a scoped connection that preserves the
person’s permissions and attribution.
> - Delegating a task must not turn the assistant into the assigned
agent.
> - This PR adds opt-in user OAuth, ten first-party tools, browser
consent, and workflow packages.
> - Paid product evals verify the resulting tasks, documents,
attribution, retries, and access boundaries.
> - The team keeps working after the assistant conversation ends.

## Linked Issues or Issue Description

**Problem or motivation**

A person cannot connect an external assistant to an existing team
through browser consent and safely delegate durable work as themselves.

**Proposed solution**

Expose an opt-in `/mcp/paperclip` endpoint with individually described
first-party operations. Bind every connection to a person, client,
company, resource, and scopes. Reuse domain authorization and
scheduling. Package shared team-review, delegation, and follow-up
workflows for OpenAI/Codex and Claude.

**Alternatives considered**

Related PRs #9393 and #12549 cover earlier remote MCP and board-operator
approaches. This change uses user OAuth and a bounded public catalog. It
does not expose a generic executor, operator administration, static
shared board credentials, or external agent execution. Registry listing
work in #9851 is a separate distribution step.

**Roadmap alignment**

This maintainer-requested implementation extends the governed MCP
gateway, activity attribution, durable work products, and hosted
deployment direction in `ROADMAP.md`. It implements the first release of
the saved design plan; external agent participation and granted
third-party tools remain later releases.

## What Changed

- Add MCP 2.0 discovery and task status/comment/document Events on the
same authenticated endpoint. Persist subscriptions and delivery
receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt
callback material, recheck permissions/Cloud membership, and bound
retries/expiry. Older MCP clients keep their existing tools.
- Add discovery, dynamic client registration, S256 PKCE, resource
validation, rotating refresh tokens, revocation, and company consent.
Store credentials as hashes and recheck membership at execution.
- Add tools for connection identity, agents/projects, task
search/read/create, human comments, documents/deliverables, and
pending-approval links. Preserve current domain permissions and
scheduling.
- Add durable mutation receipts across reconnects. Matching retries
replay results; uncertain outcomes keep the same request ID and require
inspection.
- Add consent and connection-management pages, OAuth log redaction,
shared plugin workflows, and separate OpenAI/Codex and Claude package
outputs.
- Add eight paid Product E2E cases across three models, independent
durable-state grading, usage evidence, cleanup, and report integration.
Add task-document guidance and regenerate the runner capability
inventories.
- Add migrations 0301 and 0302, the dated implementation plan, result
notes, and direct-client setup instructions in `doc/public-mcp.md`.

## Verification

- Merge integration `e180b1948`: resolved conflicts with current master,
preserved both eval registries, regenerated capability catalogs, and
regenerated migrations as 0301/0302 while keeping the original
replay-safe SQL byte-identical. Local migration safety/snapshot tests
(26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval
catalog/grading tests (198) pass. Token and capability gates pass. Full
recursive typecheck passed. Fresh Greptile review is 5/5 with no
unresolved findings. CI is green on this exact head (55 successes, two
intentional skips, one neutral result): one unchanged Cursor sandbox
test timed out at 10 seconds, then passed locally in 856 ms. A single
retry of that failed shard and the aggregate workflow passed. Merge
remains blocked on the repository code-owner approval rule.

Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55
successes, two intentional skips and one neutral result. [The earlier CI
run](https://github.com/paperclipai/paperclip/actions/runs/36901592350)
includes all test shards, browser tests, typecheck, build and canary dry
run. Greptile was 5/5 on that commit with no unresolved review threads.
GitHub still requires code-owner review under the repository merge
rules; passing checks do not bypass that approval. Paid source
fingerprints remain separate below and in the dated result note.

- Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku
4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback,
signature verification and report retrieval in a fresh conversation. A
final Mini regression passes after the quota/status fixes. All evidence
validates. Bounded tunnel startup retries occur before provider calls
and remain visible; failed earlier attempts retain their original
grades.
- The earlier complete seven-case matrix passes **21/21**, with a
separate **3/3** delegation regression. Two preceding matrices also
passed 21/21 each. A complete 24-cell matrix including Events has not
been run. [The dated
results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain
exact source fingerprints, failures, model IDs and partial costs.
- Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass
after merging master. Server typecheck passes after the final
quota/status changes. Eval typecheck and all 892 eval-support tests
pass.
- All 33 real MCP/OAuth tests pass. The preceding combined MCP,
redaction, private-address and DNS-rebinding run passed 129 tests; two
later MCP regressions cover quota reuse and unchanged-status
suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI
then found a null checkout result in the existing concurrent-workspace
path; logging now uses optional status access. All 12 closed-workspace
tests and all 33 MCP tests pass after that correction. The exact-start
event calibration exposed a timestamp gap; scanning now includes the
subscription start, with all 33 MCP tests and server typecheck passing.
These two narrow corrections follow the paid regression.
- A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0
subscription/delivery, current membership loss, unsubscribe, legacy SDK
tools, refresh and revocation. Its callback transport is a fixture with
independent HMAC verification. The paid Events campaigns separately
prove public HTTPS delivery.
- Earlier component qualification passed UI 7,117 tests, CLI 502, shared
832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module
boundaries, migration order and plugin regeneration passed. CI covers
general/serialized suites, eight browser shards, runner checks,
typecheck, build and canary dry run.
- **Local full-suite limitation:** the earlier monolithic run was not
clean. It encountered overlapping schema rebuilding, Mac database
shared-memory limits and isolated CLI/fixture failures. Targeted reruns
passed. The existing >32 MiB Git filename stress test still hit its
300-second Mac timeout. The additional serialized sweep stopped after 62
passing suites once CI passed. Original failures and partial logs
remain; this PR does not claim a wholly green local monolithic run.
- Local Codex CLI and Claude Code OAuth login and MCP SDK
interoperability were verified. Public-store installation, actual
ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted
newcomer provisioning remain release gates.

Enablement is moving to **Settings → Experimental → Assistant
connections (MCP)** in the stacked follow-up
[#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge
both for the intended setup experience. This foundation branch alone
still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set
`PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and
connect to `/mcp/paperclip`. Select a team and allow writes in browser
consent. Configure an available agent and budget, then delegate and
retrieve results later. For Events, rescan the deployed plugin catalog
in ChatGPT Work Cloud; the host supplies its webhook credentials when
the user asks to watch a task. See [the setup
runbook](doc/public-mcp.md).

## Risks

- Events are at-least-once and may arrive out of order. No replay cursor
is advertised. Clients must refresh finite subscriptions, read current
state and avoid comment feedback loops. Callback material uses the
instance secrets master key; hosted subscriptions require the updated
Cloud broker and are bounded to five minutes/the access proof expiry.
- ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging
subscription remain deployment gates. Local signed-webhook and paid
model evidence does not claim those surfaces have been exercised.
- Disabled by default. Merging adds schema and opt-in code; it does not
deploy a public endpoint, publish a store listing, create a team, or
start paid agents.
- Migrations 0301 and 0302 are additive and idempotent. Their SQL is
unchanged from the earlier preview numbers, so hash-aware upgrade
reconciliation preserves prior staging applications. Normal instance
upgrades must apply it before enabling MCP.
- Task creation and comments can schedule paid agent work. Consent and
tool descriptions disclose that effect. Revocation blocks future calls
but does not undo delegated work.
- Public deployments need edge rate limits and credential-safe logging.
Internal dispatch is restricted to the closed catalog and carries a
request-local verified actor.
- Hosted onboarding requires the companion Cloud broker, encryption-key
configuration, and tenant rollout. Self-hosted direct connections can
use this PR alone.
- Store acceptance and agent-mode participation are not claimed.
Checked-in plugin endpoints are development defaults; rebuild packages
for a real deployment before installation.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A
more specific serving version and context-window size were not exposed
by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`,
`claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`.

## 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 (targeted/component checks;
full local-run limitations are recorded above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 11:48:53 -05:00