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DottaandPaperclip 7ac0354b51 docs: track chat channel rules and Greptile configuration (#16172)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat channels connect shared task workflows to several platforms.
> - Recent refactors moved platform behavior into named channel folders.
> - Authors and reviewers need a durable rule that preserves these
boundaries.
> - Review settings also need version control and an explicit source of
rules.
> - This pull request adds scoped MDC rules and a staged migration of
supported Greptile settings into Git.

## Linked Issues or Issue Description

**Issue type**

Missing documentation and versioned review configuration.

**Where is the issue?**

Root contributor instructions, chat channel architecture guidance, and
Greptile configuration for this repository.

**What's wrong?**

The channel folder boundary is established in the refactor but has no
focused rule for future changes. Greptile settings and custom context
are maintained in the dashboard.

**Suggested fix**

Keep canonical rule bodies under `rules/`. Route coding agents through
`AGENTS.md` and load matching rules through `.greptile/files.json`.
Preserve supported review settings in `.greptile/config.json` and
document the remaining dashboard controls.

Related work: #15823 and #16080. A search for related rule PRs found no
duplicate configuration change.

## What Changed

- Add `rules/chat-channel-platform-boundaries.mdc`. Its scope covers
`server/src/services/chat-channels/**` and the sibling
`chat-channels.ts` entry point.
- Define provider folder ownership, shared workflow boundaries, typed
dependencies, behavior-preserving extraction, and dispatch exceptions.
- Add rule-loading instructions to root `AGENTS.md` and
`.greptile/rules.md`.
- Add explicit, scoped context references in `.greptile/files.json`.
- Record observed review triggers, the Dependabot exclusion, Base tier,
High strictness, summary options, fix prompts, status checks, and
disabled auto-approval in `.greptile/config.json`.
- Move existing PR-description, source-file growth, and
repository-specific screenshot guidance into
`rules/pull-request-review.mdc`.
- Document supported settings, remaining dashboard controls, and the
staged cutover. The dashboard was inspected read-only; no settings or
saved rules were changed.

## Verification

- Parse both MDC headers with Ruby `YAML.safe_load`: passed.
- Parse both Greptile JSON files and verify documented field types and
observed values: passed.
- Verify all four context references resolve to repository files:
passed.
- Compare scoped MDC globs with the corresponding Greptile scope:
passed.
- Check ten positive and negative scope cases with Node
`path.matchesGlob`: passed. Includes the service entry point, nested
provider files, and unrelated runner, connection, and UI paths.
- Verify the scope covers all 101 tracked chat-channel files: passed.
- `git diff --check`: passed.
- Application typecheck, `pnpm test:run`, and build were not run
locally. This change contains only guidance and reviewer configuration,
and this worktree has no installed application dependencies. No runtime
behavior or application tests changed.
- Greptile reviewed commit `32647dfd001289a297b9d43c381371da8575df38`:
5/5, eight files reviewed, zero comments. Hosted CI is still running.

## Risks

- Instructions depend on agent and reviewer compliance; these files are
not deterministic lint rules.
- The new MDC directory is explicitly routed through `AGENTS.md` and
Greptile. Cursor does not automatically discover arbitrary `rules/`
directories.
- This preserves the observed High strictness setting, which the
dashboard says omits P2 comments. It does not change that review policy.
- Dashboard instructions and custom rules remain additive. Their copies
were not disabled during read-only inspection. The repository-specific
no-screenshot rule explicitly takes precedence over the conflicting
older organization instruction.
- Draft review, the required 5/5 status threshold, image badges, and
other controls without documented config equivalents remain in the
dashboard. See `.greptile/README.md` for the inventory and cutover
limitations.

## Model Used

OpenAI Codex based on GPT-6. The exact runtime model ID and
context-window size are not exposed in this session. Used reasoning,
repository inspection, shell validation, official documentation, and
read-only browser inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (configuration parsing and
scope checks described above; application suites were not run)
- [x] I have added or updated tests where applicable (no runtime change;
checked configuration directly)
- [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>
2026-10-13 08:59:27 -05:00