Commit Graph
2140 Commits
Author SHA1 Message Date
DottaandPaperclip 433d94ee0b refactor(maps): generate indexes from local story and feature metadata (#16214)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Feature recipes and Storybook help contributors find behavior,
examples, and verification steps.
> - Independent feature changes currently update shared catalogs,
indexes, and review hashes.
> - Those shared files cause merge conflicts and repeated bookkeeping
during parallel work.
> - This pull request stores metadata in each feature recipe and story,
then generates the combined views.
> - Contributors can merge independent work without editing a common
index. Git and PR evidence retain change and review history.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Maintaining the product, agent-access, and Storybook maps while multiple
agents change different features.

**Current behavior**

A story or recipe change can update `catalog.json`, `INDEX.md`, review
hashes, verification tables, and tracked generated navigation. Two
unrelated changes then conflict in the same files.

**Proposed behavior**

Each story declares capability links and classification in
`parameters.paperclip`. Each feature recipe declares its navigation and
optional verification guidance. Startup, build, and UI typechecking
discover these sources and generate ignored indexes and Storybook pages.

**Reason and benefit**

A routine change edits its own source files. Aggregate metadata is
rebuilt from the merged checkout. There is no sidecar registry, shared
review journal, or hash acknowledgment to maintain.

**Breaking changes**

The tracked Storybook catalog and index paths are retired. Consumers use
`ui/storybook/generated/` or `maps/generated/` after generation.
Contributor instructions and the existing feature-gap browser suite use
the new paths. Story and overview IDs remain stable.

## What Changed

- Move the existing annotations into 262 story files. Preserve
classifications, capability associations, exports, and explicit IDs.
- Discover all 35 feature recipes. Store section/order beside each
recipe and move durable verification routes out of the shared table.
- Remove tracked catalogs, inventories, overview pages, and inline
preview ordering. Keep authored preview behavior in `preview-base.tsx`.
- Generate the Storybook guide, feature/access Markdown indexes, gap
report, page-reference inventory, and preview wrapper automatically.
- Update the map contracts and maintenance skills to use Git history and
revision-specific PR/CI evidence.
- Add schema, identity, regeneration, and actual Git merge tests. Run
these through the existing UI Vitest suite. Add focused browser
navigation checks.

This is one coordinated migration. Most of the 367 changed files contain
only moved metadata or deleted generated content. Review the generator
scripts, map contracts, Storybook configuration, and tests first. No
product API or authorization behavior changes.

## Verification

Passed:

- `node scripts/check-maps.mjs`: 35 paired areas and 175 capabilities.
- `node scripts/storybook-catalog.mjs --check`: 262 suites and 2,485
authored stories after incorporating current master.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-catalog.test.mjs
scripts/storybook-feature-index.test.mjs`: 28 tests, including
independent branches merged in both orders with identical generated
output and no tracked changes.
- `pnpm --filter @paperclipai/ui exec vitest run
storybook/map-tooling.test.ts`: the CI entrypoint runs those map tests.
- `pnpm check:token-gates`.
- `pnpm -r typecheck` and `pnpm build` before the final master rebase.
- `pnpm build-storybook`: all 2,517 original story/docs URLs retained.
Current master contributes exactly four additional recovery stories.
- Focused Playwright navigation checks: search and open a feature
without examples; expand verification guidance and check source links;
retain capability order and follow a related Foundations suite.

The final clean Storybook build passed after deleting every ignored map
output. Post-rebase UI typechecking and both browser tests passed. The
working tree stays clean after generation. The concurrent-cleanup
regression fails with `ENOENT` without the fix and passes with it.

All GitHub CI gates passed on `00fc7ec18e`, which also received Greptile
5/5 with no unresolved findings. The final merge commit `1c3c5143a6`
incorporates master and resolves only the two modify/delete conflicts by
retaining removal of the aggregate index and catalog. Master’s new
workspace feature and access guidance is preserved. Map validation,
catalog generation, overview generation, all 28 map tests, and diff
checks pass after conflict resolution. The maintainer explicitly
requested merging without another Greptile review. CI has not been rerun
to completion on this merge commit. The local repository-wide `pnpm
test:run` was stopped before completion after the earlier CI matrix
passed; it is not reported as a local pass. No screenshot baselines or
production acceptance are claimed.

To repeat the browser check against an owned Storybook server:

```sh
PAPERCLIP_GAP_STORYBOOK_URL=http://127.0.0.1:6136 pnpm exec playwright test --config tests/storybook-visual/feature-gap-stories.config.ts map-navigation.spec.ts
```

## Risks

- Existing branches need a one-time rebase to move their catalog changes
into local annotations. The PR incorporates the recovery changes from
current master.
- Changing the same story or capability can still produce a meaningful
conflict. This removes the shared aggregate bottleneck.
- The generator uses Storybook's existing CSF parser. Literal-only
annotations and parser regression tests protect the current contract.
- Generated Markdown is available after running the generator; the
published Storybook provides a browsable guide.
- Shared source changes still require review. Removing hashes removes
mechanical acknowledgments; it does not establish runtime parity.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser-test tools. The exact deployment model ID and
context window 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 on the previously reviewed head
`00fc7ec18e`; final conflict-resolution checks are documented above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on `00fc7ec18e`; another review was waived by the maintainer
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 15:27:23 -05:00
Devin FoleyandPaperclip 5a6d0d08a7 fix: record verified workspace file recovery from tasks (#16104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Recovery must preserve files and show the next operator action.
> - A stopped run can leave a file repair hold after its recovery action
is resolved.
> - The task notice shows that hold but has no form to record verified
file recovery.
> - A chat connection can also replace the file repair instruction with
a chat retry instruction.
> - This pull request adds a file recovery form and preserves the file
repair instruction.
> - The form records evidence for the original run and keeps the current
task status.

## Linked Issues or Issue Description

**What happened?**

A retained workspace file hold can block a task after its recovery
action is resolved. The task page offers no file recovery form. A chat
binding can hide the required file repair instruction.

**Expected behavior**

An authorized board member can record verified recovery of the original
files. The server checks the original stop proof. The task keeps its
current status and does not start another run. Chat instructions must
not replace file repair instructions.

**Steps to reproduce**

1. Create a stopped legacy run with a retained workspace recovery marker
and a resolved recovery action.
2. Open its task page, including a task with a chat connection.
3. Observe that the file hold has no supported form to record verified
recovery.

Refs: #15857, #15824, #16095. Those PRs address shutdown export, native
finalization and workspace source isolation. This PR uses the existing
file repair API.

## What Changed

- Add a board-only file recovery form with evidence and an explicit file
verification confirmation.
- Preserve the current task status when recording file recovery.
- Project whether the original recovery marker supports file recording.
- Keep file repair instructions when a task has a chat binding.
- Add UI, route and Storybook examples for success, denial and
chat-connected file holds.
- Document the recovery flow and update the affected Storybook catalog
entries.

## Verification

- Merged master `c8efdbfba43` and resolved both rounds of catalog/index
conflicts. Upstream review notes and classifications are preserved,
together with all four retained-file recovery examples and their stable
story IDs. Both fix branches also combine without merge conflicts or
catalog fingerprint drift.
- Passed locally after conflict resolution: 47 tests covering the file
recovery UI, execution blocker notice and retained workspace repair
route. The earlier ownership-route pass also covered 196 tests.
- Passed: UI token gates, the complete Storybook catalog check with no
drift errors, feature and agent map structure checks, and all 17
catalog/index script tests. Verification inventory counts match all 262
authored suites and 2,485 story IDs. The upstream production
verification obligations remain intact.
- Passed: full workspace typecheck, build and Storybook build on latest
head `10ac22b35d0a4fe469cf620914845c509046da48`. The built index retains
all four file-recovery story IDs.
- Latest head `10ac22b35d0a4fe469cf620914845c509046da48` has 54
successful checks and two intentionally skipped Storybook checks. Apex
is 5/5 on that exact commit, with no unresolved findings. The full
general/serialized suites and all eight browser shards passed in CI.
Local tests use the focused suites above. Storybook browser interactions
have not been executed locally.
- Manual check: open a task with a retained file hold. Verify that
evidence and confirmation are required. Record verified file recovery.
Confirm that its status stays unchanged and no run starts. Repeat
without board runtime access and with an unverified stop receipt.

## Risks

- The form records an operator attestation. It does not recover files
itself or prove external action outcomes.
- A stale source or missing stop proof must remain rejected by the
existing server route.
- No database migration or automatic task retry is added.

## Model Used

OpenAI GPT-6 (`gpt-6`), used through Codex with reasoning, repository
tools, code editing and test execution. The exact context window size is
not exposed by this environment.

## 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 13:47:10 -05:00
DottaandPaperclip c8efdbfba4 test(storybook): add production examples for feature map UI gaps (#16196)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - The feature map records the user-facing capabilities.
> - Storybook uses the same feature index.
> - Step 2 found 49 UI capabilities with no authored examples.
> - This pull request adds shipped-component examples with isolated
fixtures.
> - The catalog records each example's states and remaining production
checks.

## Linked Issues or Issue Description

Refs: #16167. The verification inventory is merged; this follow-up now
targets master.

## What Changed

- Add 37 suites and 257 scenarios for all 49 UI capabilities from the
step-2 inventory. Keep existing stories and IDs.
- Use shipped pages and components. Simulate API replies, sockets,
props, and callbacks at their boundaries.
- Activate story API fixtures before the application providers read
data. Block unregistered API mutations and restore owned storage/fetch
state.
- Add browser checks for rendering, declared play assertions, fixture
reset, and selected mobile/theme states. Update the catalog and
verification inventory.

## Verification

- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- UI Vitest suite: 730 files and 8,208 tests passed. Fixture boundary
tests: 4 passed.
- Map/catalog checks, 27 generator/map tests, and token gates: passed.
- `pnpm build-storybook`: passed. All 2,248 previous built entry IDs
remain present.
- Pre-reconciliation static browser suite: 260 checks passed (257
scenarios, token fixture reset, and two mobile/theme cases). All
non-play stories assert an explicit subject state; 129 play functions
passed.
- `pnpm test:run` could not complete on this Mac. Embedded PostgreSQL
exhausted host shared-memory allocation. The run also reported
native-runner test timeouts. Only this task's verified runner was
stopped; other jobs and host settings were preserved.
- Reconciled onto merged master `252d9b5077`. The six draft stories and
new same-browser reset regression passed (7 checks); 16
draft-persistence tests and UI typecheck passed. Static merge
verification: 32 affected-subject/draft checks passed, including
same-browser reset. Rebuilt Storybook retains all 2,248 original IDs in
its 2,517-entry index. Four additional play-result checks passed:
visible onboarding reset, pending probe, filtered-empty runs, and
optimistic queued-response removal. UI typecheck and 27 catalog/map
tests also passed. Final static browser suite on
`3fab35df8d912935fa86ce0de7d32d07e2b5f4c3`: all 261 checks passed (257
scenarios plus fixture-reset and mobile checks). Latest head
`3fab35df8d912935fa86ce0de7d32d07e2b5f4c3`: all 55 CI/status checks
passed; the two optional Storybook workflow jobs were skipped. Greptile
5/5 with no unresolved threads.
- No pinned Linux visual-baseline comparison or real provider journey is
claimed.

## Risks

Fixtures can drift from production contracts. The catalog records
inspected sources and their fingerprints. Capability links provide
initial isolated UI coverage; they do not certify every recipe variant,
real permissions, persistence, or provider behavior.

The new examples expose existing UI limits. Plugin discovery failure
stays on Loading. Document and environment-list reads lack dedicated
failure feedback; Cases and Inbox fall back to empty views after errors.
Goal alignment has display views but no assignment control. These
findings remain visible in the inventory.

## Model Used

OpenAI GPT-6 via Codex. The exact runtime deployment ID and context
window are not exposed in this session. Used code generation, shell
execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 13:24:09 -05:00
DottaandPaperclip 252d9b5077 docs(storybook): record verification routes for missing examples (#16167)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product capabilities and verification
journeys.
> - The Storybook catalog links existing examples to those capabilities.
> - A capability without a story can need UI examples, CLI checks, or
browser checks.
> - This pull request records the required verification surface for all
60 current gaps.
> - The next Storybook pass can add useful examples without claiming
backend proof from mocks.

## Linked Issues or Issue Description

Refs #16154. Reconciles the new task-notification capability from
#16153.

The related PR search found no duplicate of this classification pass.
This change follows the merged association corrections. It does not add
product behavior or duplicate a roadmap feature.

## What Changed

- Add `maps/storybook-map/VERIFICATION.md` with all 60 unassociated
capabilities: 49 UI example gaps, eight CLI/operator operations, and
three browser verification boundaries.
- Record required UI states, separate production checks, source links,
and existing test starting points. Keep execution marked not run.
- Link the record from the catalog contract. Tell the maintenance skill
to keep its rows, counts, and source revision current.
- Regenerate the feature index for personal task notifications. Refresh
only the inspected recipe/index-dependent review fingerprints. Retain
all 223 suites, 2,212 authored IDs, associations, and classifications.
- Record the targeted association revisit. It found no additional
justified links.

## Verification

- `node scripts/storybook-catalog.mjs` and `node scripts/check-maps.mjs`
passed.
- All 27 catalog, feature-index, and map structural tests passed.
- The maintenance skill validator passed.
- A source check confirmed that the 60 unique rows match all non-guide
association gaps. All report, contract, and skill file links exist.
- `git diff --check` passed.
- Inspect the eight CLI/operator rows and three browser rows. UI/API
capabilities retain both obligations.
- Full repository typecheck, tests, build, Storybook build, and live
product journeys were not run locally for this documentation and
generated-data change. No live proof is claimed.

- Final head `a9ef9e8ebc1f41bb7047142704655d08b3e47be7`: all 57
checks/statuses are green (55 successful, two Storybook jobs skipped).
Greptile approved this head at 5/5. The review finding is resolved and
the PR is mergeable.

## Risks

- This source inventory can become stale as capabilities or associations
change. The maintenance skill requires refreshing its rows and source
revision.
- Existing test links identify starting points. They do not certify
complete or passing production coverage.
- There is no migration, permission change, product behavior change,
story removal, or new visual baseline.

## Model Used

OpenAI Codex with GPT-6 assisted with source review, documentation, and
checks. It used shell tools and read-only area agents. The runtime did
not expose an exact backend model revision 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
- [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 12:39:04 -05:00
2a56e5c734 fix(ui): show soft budget incidents as warnings, not hard stops (#16201)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Budget policies limit what an agent, a project, or the organization
can spend.
> - At the warning threshold (80% by default), the server opens a soft
incident. It does not pause the scope. At 100%, it opens a hard incident
and pauses the scope.
> - The budget incident card always shows the hard-stop design. A soft
incident shows "agent hard stop", "This scope is paused", and a "Keep
paused" button.
> - Operators read this as a paused agent. The policy card and the
"Paused agents" counter for the same agent say something different.
> - This pull request shows soft incidents as warnings. Hard stops do
not change.
> - The benefit is that the Costs and Budgets pages give one consistent
and correct state.

## Linked Issues or Issue Description

I searched open and closed issues and pull requests for "budget
incident", "hard stop", "soft incident", and "BudgetIncidentCard". I
found no issue for this bug. Refs #14306: that open PR also changes
`BudgetIncidentCard`, for failed-action feedback. It does not change the
soft and hard labels. The two PRs can conflict in this file.

**What happened?**

An agent budget policy reached its warning threshold. The Audit →
Budgets page and the Audit → Costs overview showed the soft incident as
"AGENT HARD STOP" with the banner "This scope is paused. New heartbeats
will not start until you resolve the budget incident." The card showed
"Raise budget & resume" and "Keep paused". The agent was not paused. Its
policy card showed "Warning", and the "Paused agents" counter did not
count it.

**Expected behavior**

A soft incident looks like a warning. It says that work continues. Its
actions are "Raise budget" and "Dismiss warning". A hard incident keeps
the current design and actions.

**Steps to reproduce**

1. Create an agent budget policy with a $1,000 monthly limit and the
default 80% warning threshold.
2. Record $800 of cost for that agent.
3. Open Audit → Budgets.
4. Look at the active incident for that agent. It says "agent hard stop"
and "This scope is paused".

**Paperclip version or commit**

Seen on v2026.1012.0 (`bba6a45`). The same code is on `master` at
`721e87ac0`.

**Deployment mode**

local_trusted (not deployment-specific).

## What Changed

- `BudgetIncidentCard` reads `incident.thresholdType`. A `soft` incident
shows:
- The heading "<scope> budget warning", with amber styling and a warning
icon.
- The banner "Spending crossed the warning threshold. This warning does
not pause work."
- The actions "Raise budget" and "Dismiss warning". They call the same
handlers as before (`raise_budget_and_resume` and `keep_paused`). For a
soft incident, the server dismisses the incident for `keep_paused`, and
the resume step has no effect because the scope is not paused.
- A new-budget prefill of the current limit plus $10. Before, the
prefill was equal to the current limit, so "Raise budget" did not change
the limit.
- A `hard` incident does not change: the same heading, banner, styling,
prefill, and actions.
- The "Active incidents" description on the Costs page now covers
warnings and hard stops.
- New tests in `BudgetIncidentCard.test.tsx` cover a hard stop, a soft
warning, and a project hard stop.

## Verification

- `cd ui && npx vitest run src/components/BudgetIncidentCard.test.tsx`:
3 tests pass. Before the fix, the soft-warning test failed with
`expected 'agent hard stopOpen…' to contain 'agent budget warning'`.
- `cd ui && npx vitest run src/pages/Costs src/components/Budget`: 31
tests pass.
- Manual check in a running instance (v2026.1012.0 with this patch,
seeded with an agent at 100% and an agent at 80% of a $1,000 budget), in
light and dark themes:
- The 100% agent shows the red "Agent hard stop", "This scope is
paused", "Raise budget & resume", and "Keep paused".
- The 80% agent shows the amber "Agent budget warning", the warning
banner, a $1,010.00 prefill, "Raise budget", and "Dismiss warning".
  - "Paused agents: 1" agrees with the cards.
- `ui` typecheck: no errors in the changed files. The local run had
unrelated errors in `PluginOrganizationSwitcher` because the plugin SDK
was not built.

## Risks

- Low risk. The change is UI-only. Hard-stop rendering and behavior do
not change. No API, server, or data changes.
- The soft card now prefills a value above the current limit. Before, it
prefilled the current limit.
- PR #14306 changes the same component. One of the two PRs can need a
small rebase.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, test runs, Playwright screenshot
capture). A human requested and reviewed the change.

## 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 (no
`doc/` page describes this card, so no change was needed)
- [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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Aron Prins <aronprins@icloud.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 10:12:49 -07:00
0b0e53029f fix: recover saved workspace results automatically (#15824)
## Thinking Path

- Paperclip preserves accepted agent results before workspace copyback
and result commitment.
- A replaced controller can leave a physical copyback owner receipt
behind. A lost database lock or expired lease cannot prove that its
tar/Git children stopped.
- Infrastructure recovery should belong to the runtime and deployment
harness; task users should not investigate processes or attest shutdown.
- New receipts record the exact deployment. The harness independently
verifies that deployment fully stopped and signs a short-lived proof
bound to the stack, run, owner and deployment.
- The existing guarded reconciler then finishes the same accepted result
without a new agent turn. Legacy receipts retain the documented
administrator API after independent platform verification.

## Linked Issues or Issue Description

**What happened?**

An accepted native result can remain at `workspace_finalizing` with an
abandoned physical copyback owner. Repeated recovery sweeps could
replace specific instructions with advice to start new agent work. The
first version of this PR exposed a shutdown-evidence form in the task;
that asks end users to resolve infrastructure details.

**Expected behavior**

Automatically verify and recover the exact stopped deployment, preserve
the original accepted result and existing approval/monitor waits, and
show only a quiet task status. Unknown or live workers must remain
fenced. Older receipts without platform identity need independently
verified operator assistance through the administrator API.

**Steps to reproduce**

1. Persist an accepted native result and a copyback receipt from a prior
controller.
2. Replace that deployment before workspace finalization commits.
3. Let the normal finalization reconciler revisit the saved result.
4. With a platform-bound receipt and a fully stopped deployment,
recovery should finish automatically. With missing, live, unverifiable
or changed ownership, it must not write files or create another provider
turn.

Related public work: #14402 introduced copyback ownership; #9687 handles
dead-run finalize barriers; #15795 handles terminal stale-run cleanup.
This change addresses an accepted result whose physical copyback owner
prevents commitment.

## What Changed

- Record Railway project, environment, service and deployment identity
on new physical copyback owners.
- Request read-only platform verification from the managed cloud
harness. Require an Ed25519 stop receipt with a disjoint purpose,
configured signing key, exact stack/run/owner/deployment binding and
valid expiry.
- Keep live, unknown, malformed, unavailable and legacy owners fenced.
Compare the whole prior receipt during ownership takeover, under the
existing dedicated advisory lock.
- Persist platform proof and audit automatic takeover. Resume normal
finalization of the same saved result, preserving task ownership,
approved boundaries, monitors and pending confirmations.
- Remove process metadata, shutdown evidence, confirmation checkboxes
and infrastructure-repair forms from task views. Suppress the duplicate
technical owner-recovery card. Show “Restoring saved work…” only from
server-confirmed recovery or queued operator recovery; platform identity
alone shows the operator-assistance fallback. Remove the status when
recovery resolves.
- Share current-task, current-running-execution, accepted-result,
authoritative-reviewer and newer-execution checks between automatic and
operator recovery. Validate after the provider lookup, atomically with
the owner claim, and again before file publication; closed or superseded
tasks cannot start copyback.
- Keep the separately authorized exact-owner API for operator recovery
of legacy receipts, with active-lock, live-controller, stale-result and
newer-execution rejection. Generic dismissal cannot bypass the copyback
fence.
- Replace obsolete form stories with production-backed automatic,
queued, legacy, completed and mobile examples; retain stable suite IDs.
Update the operator runbook and scoped Storybook catalog.

## Verification

- Red/green: new platform-proof tests failed before implementation; the
database takeover regression failed against the original ownership
guard; reduced-UI assertions failed against the original form. All pass
after the changes.
- Passed: 59 physical-owner/finalization database tests using isolated
PostgreSQL, including real reconciler commitment from all three
saved-result phases through both automatic and operator recovery. They
preserve result identity, exact saved file bytes, pending approval and
overdue monitor waits, and create no new run or wake request. Unknown
evidence and changed ownership remain fenced.
- Passed: 162 focused proof, cloud identity, recovery route,
recovery-card and reduced-UI tests.
- Passed: full workspace typecheck and build, final server/UI
typechecks, token gates, and Storybook build.
- Browser inspection: desktop task composition shows only the quiet
status; completed example removes it and retains the approval-wait
message. Mobile shows the existing bottom navigation with no horizontal
overflow. These are fixture UI observations, not live provider
acceptance.
- A companion harness change implements the actual provider check,
signed receipts, server-token authentication and bounded/coalesced
provider reads. Its full typecheck and test suite passed: 3,240 passed,
92 skipped, zero failures. This application alone cannot enable platform
verification.
- The updated full application `pnpm test:run` was stopped after
repeated local embedded-Postgres startup failures; it is not claimed
green. The same affected recovery suites pass against isolated
PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks,
two intentional skips, and successful legacy Snyk status. Greptile is
5/5 with no unresolved findings.
- Global Storybook catalog validation is green: 225 files, 2,224
stories. Its 17 catalog/index tests pass. Master was merged and the
inherited index metadata was reconciled after source review.
- Review correction red/green: two UI and two database assertions
reproduced misleading progress / missing server recovery state; all pass
after server-confirmed state was added. All 153 focused server tests and
68 UI tests pass on the final recovery code, including repeated-sweep
idempotence. Full workspace typecheck/build, token gates and Storybook
build also pass.
- Safety regression red/green: stale-task copyback and publication tests
failed against the previous guard. The final suite covers changes during
proof lookup, closed/cancelled tasks, replaced execution/checkout, newer
and queued legacy runs, reassignment and rejected/unbound results, plus
the real reconciler selecting closed or superseded tasks. Files remain
untouched and no workspace operation starts.
- No staging mutations, deployment, live provider probes or live
production recovery were performed. The three historical receipts lack
deployment identity and still require independent operator proof.

## Risks

Automatic takeover requires the companion harness release and configured
runtime-identity keys. Deploying only this application leaves
unavailable evidence fenced. Legacy receipts are not retrospectively
assigned a deployment identity. An authorized operator can still make an
incorrect attestation through the fallback API; its administrator gate
and exact-owner safeguards remain. Provider history that is missing or
deeper than the bounded lookup defers automatic recovery. Copyback can
still fail under its existing retained-workspace policy.

No migration, telemetry change or cloud provider credential delivery is
required. The companion harness PR also has passing CI and a 5/5 review;
neither branch is deployed.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, browser verification,
tool use and code execution. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Paperclip <paperclip@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-10-13 10:14:45 -05:00
DottaandPaperclip be380ba155 fix(ui): hide agent-created tasks by default (#16157)
Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 09:26:37 -05:00
DottaandPaperclip 5e8e992df2 fix(storybook): reconcile capability associations and map omissions (#16154)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The feature map describes user capabilities and verification
recipes.
> - Storybook holds isolated examples of those capabilities.
> - Missing catalog links can hide existing examples.
> - Some stories also expose shipped capabilities absent from the map.
> - This pull request adds verified source associations and three paired
map entries.
> - Readers can find existing examples without changing their homes or
URLs.

## Linked Issues or Issue Description

Refs #16052, #16049 and #16046.

**What existing behavior does this improve?**

Storybook capability lookup and the feature/agent access maps.

**Current behavior**

Seventy capabilities have no example link. Some matching stories already
exist. Primary-agent preferences and company decision/fast-response
services appear only under broad neighboring capabilities.

**Proposed behavior**

Add source-supported links across 34 suites. Keep shared foundations in
place while cross-listing them. Add primary-agent, decision-model and
fast-response capabilities to both upstream maps. Retain explicit
simulation and partial-example limits.

**Reason and benefit**

The catalog distinguishes missing associations from missing examples.
The upstream map describes three existing product capabilities more
precisely.

**Breaking changes**

None to product behavior, story exports, folders, sidebar titles or
URLs. A shared foundation can declare a reasoned `home: "foundations"`
override while referencing related capabilities.

## What Changed

- Add 55 references across 34 suites. Replace primary-agent suites'
reporting-line association with their own capability.
- Add three source-reviewed capabilities and their API/actor boundaries
to paired maps.
- Preserve the shared Foundations home when cross-listing developer
design examples. Add a validation regression test.
- Record which exports demonstrate each association and what remains
simulated or unverified.
- Regenerate the catalog and capability data. Preserve all original 223
authored suites and 2,210 story IDs. Retain the two skill-removal
stories added by current master, for 2,212 authored stories in total.
- Reduce empty example lookups from 70 of 171 capabilities to 59 of 174.
Links do not establish complete capability coverage.

## Verification

- Passed: 27 catalog/generator/map tests, catalog validation, map
structural checks, token gates and skill validation.
- Passed: source inventory comparison preserves all authored files,
titles, meta IDs and story IDs.
- Passed: repository typecheck/build and Storybook build. Final built
index has 2,248 entries and preserves all previous entries, including
the two skills stories added by current master.
- The broad local repository test run was interrupted before completion
to resolve a new master conflict. A complete local suite pass is not
claimed; fresh CI passed on the reconciled branch.
- Browser: Design links to preserved Foundations stories;
company-service sections link settings/history/journey suites; decision
SetupToHistory passed 12 interaction steps; primary-agent ReplacePrimary
passed four steps. No console errors in selected checks.
- Greptile: 5/5 on final commit
`805a8af62abe589907e7cc6ca1b415ce1e0cc3c0`, with no findings or
unresolved threads.
- Final-revision CI passed all 57 checks/statuses, including all eight
browser shards, server and Runner tests, typecheck and build. The
unchanged Cloud-auth mocked-response race seen on a superseded revision
did not recur on the final commit. No test expectations were changed.
- New agent-access evidence is source-only. Live provider and
agent-credential verification is not established.

## Risks

- Suite-level associations can represent only selected states. Notes
retain those limits and existing review classifications.
- In-memory connection drafts do not prove reload persistence.
Resume-failure UI does not prove successful continuation. No-op budget
controls do not prove relief or resumption.
- Three map capabilities document existing behavior. No permission, API,
provider or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution and source
inspection. The exact runtime 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>
2026-10-13 08:11:15 -05:00
DottaandPaperclip aded4197e5 fix: make multiplayer task toasts personal (#16153)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for work.
> - A company can have several human users and shared agents.
> - Live task events currently produce toasts for any user who can read the task.
> - This makes unrelated work interrupt other users.
> - This pull request checks each user's task participation before it permits a toast.
> - Users receive relevant task notifications while company views continue to refresh.

## Linked Issues or Issue Description

**What happened?**

Company task activity and agent failures produce noisy toasts for users who have no involvement in the task.

**Expected behavior**

A task qualifies when the viewer created it, commented on it, is its assigned user, deliberately acted on it under the Mine rules, or has an explicit user mention in its description or a non-deleted comment. Viewing, agent ownership, responsible-user attribution, and parent participation alone do not qualify.

**Steps to reproduce**

1. Sign in as two users in the same company.
2. Have the second user create and update a task that does not involve the first user.
3. Observe a task toast in the first user's company view before this fix.

The duplicate PR search found no existing change for personal task-toast eligibility.

## What Changed

- Extract the existing Mine participation predicate without changing Mine behavior.
- Compute task eligibility from stored tasks, comments, and run associations after WebSocket access checks. Use an exact indexed comment-mention lookup with `LIMIT 1`.
- Add optional `toastEligible` metadata to each viewer's event copy. Keep it off the shared event bus.
- Require eligibility for live task activity and task-linked run errors. Suppress generic agent errors.
- Continue cache updates for quiet events. Refetch visible comments when authenticated events omit hydration details. Ignore stale socket callbacks after account or company changes.
- Document toast semantics and add feature-map and agent-access-map coverage.
- Add persisted-data, socket, UI, and authenticated browser regression coverage.

## Verification

- Final commit: `1dc4f9402c5883744738cfe236ad00fa0bb5ca4c`.
- All 55 current-head checks passed. Two Storybook checks were skipped because this change does not affect that coverage.
- Greptile approved this exact commit with 5/5. The security scan passed. Both review threads are resolved.
- Local `pnpm build`, `pnpm -r typecheck`, `pnpm check:token-gates`, and `node scripts/check-maps.mjs` passed.
- The focused socket/UI suite passed 123 tests. The persisted eligibility suite passed 9 tests, including long history, exact viewer matching, and regex escaping. The existing Mine service suite previously passed 140 tests.
- The named browser case `task toasts follow personal involvement in multiplayer` passed against the final commit in an isolated authenticated instance. It used two real sessions, real WebSocket delivery, and persisted tasks, edits, comments, and mentions. It verified quiet unrelated activity, viewing alone, first and historical mentions, own-action suppression, visible-task suppression, and live cache refresh.
- A prior-head server shard passed its single rerun after a fixture-cleanup deadlock. The final-head CI run passed without a rerun.
- The broad local run remained in progress when CI completed the full test suite. Local focused checks and CI provide the completed test evidence.

## Risks

- This intentionally reduces live notifications. A new client stays quiet against an older server that omits eligibility.
- Eligibility queries add work to live event delivery. A lookup failure suppresses the toast and still delivers the authorized event.
- Deleted mentions cease to qualify unless another participation rule applies. Historical comment authorship retains the existing Mine behavior.
- No database migration or notification-settings change is required.

## Model Used

OpenAI Codex with GPT-6 assisted with implementation, tests, documentation, and PR preparation. It used repository tools, shell commands, and browser automation. The runtime did not expose an exact backend revision 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
- [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 08:09:19 -05:00
DottaandPaperclip 2ad36f4ff2 Fix skill source removal with a keep-or-delete choice (#16150)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub sources import skills and keep their updates together.
> - Disconnect only disabled a source and kept its read-only imports.
> - A disabled source could not be removed or imported again.
> - Removing a source needs an explicit decision about its imported
skills.
> - This pull request removes the source after the user keeps editable
copies or deletes the imports.
> - Existing disabled sources use the same removal flow.

## Linked Issues or Issue Description

Refs #15731, #14713.

**What happened?**

Disconnect left the repository on Sources. Its Disconnect action was
then disabled. The saved repository still blocked a new import.

**Expected behavior**

Remove the repository from Sources. Require a choice to keep editable
copies or delete its imports. Allow removal of sources that are already
disconnected.

**Steps to reproduce**

1. Import a repository in Skills → Sources.
2. Choose Disconnect source.
3. Observe the disconnected row and disabled removal action.
4. Try to import the repository again.

**Paperclip version or commit**

d67e3507b2.

## What Changed

- Add one confirmation with a required keep-or-delete choice.
- Remove the source and entries, including legacy disabled sources.
- Keep complete editable copies in My Skills, including shared
repository files and executable modes. Preserve skill IDs, keys,
versions, and agent assignments.
- Delete imported skills and source in one transaction with its activity
record. Check policy for every linked skill, including deselected
entries. Reject deletion of skills still used by agents.
- Fence removal with the source revision. Reload stale confirmations and
require a new choice. Prevent an in-flight refresh from restoring
removed imports.
- Reject incomplete legacy copies with a recovery message. Lock copied
skill rows against concurrent deletion and check publication succeeded.
- Add regression tests and production-page Storybook examples. Make an
initially unselected radio-card group keyboard accessible.

## Verification

- Workspace typecheck and build passed. Final affected server/UI
typechecks passed.
- Focused server, UI, and API suites passed: 114 tests initially. After
review fixes, all 21 source persistence and 58 route authorization tests
passed, including the complete repository copy regression; affected
server/UI typechecks and token gates passed again.
- Design token gates passed.
- Real isolated app: imported a public repository, assigned bro to the
CEO, verified that deletion reports the assignment, kept an editable
copy, observed the source disappear, opened the copy in My Skills, saved
an edit, and refreshed. The assignment remained. Re-imported the same
repository, deleted its new unused import, and verified the original
editable copy and assignment remained. No model tasks ran.
- Full local Vitest was attempted but terminated with exit 137 before
completion; it is not counted as a pass. Current-head sharded CI is
pending. Greptile reviewed the current head at 5/5 with no new
actionable comments. The final workspace build passed again.
- Storybook catalog aligned. The legacy removal example was inspected in
the browser; the Delete choice enables removal.
- Storybook: Skills / GitHub-synced skills / Sources · Disconnect source
and Sources · Remove disconnected source.

## Risks

- DELETE of a skill source now requires the saved revision and an
explicit copy/delete choice. Old callers must update their request body.
- Deletion removes imported skills and their records. Assigned skills
must be detached first.
- Incomplete legacy versions must be refreshed before keeping copies;
removal does not silently discard supporting files.
- Copies intentionally stop receiving upstream updates. Their IDs and
keys remain stable for assigned agents.
- No database migration. Copy writes use new managed directories and
clean up on failure. Delete restores quarantined files before releasing
publication locks on failure.

## Model Used

OpenAI GPT-6 through Codex, configured model `gpt-6-astra`. The runtime
does not expose the context-window size. Used shell tools, code editing,
tests, and browser interaction.

## 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 07:53:13 -05:00
DottaandPaperclip df06df2306 fix(slack): allow direct messages without at-mentions (#16151)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connections let people start and continue agent tasks.
> - The Require at-mention setting currently applies to channels and
direct messages.
> - A person who sends a direct message has already selected the agent.
> - This pull request exempts direct messages from mention checks,
including queued work.
> - People can talk normally in DMs while channel messages keep the
configured mention rule.

## Linked Issues or Issue Description

Refs #15612, which introduced the Require at-mention setting. Searches
found no duplicate PR for the DM exemption.

**What happened?**

With Require at-mention enabled, a plain Slack DM does not start or
continue agent work. New Slack connections enable the setting by
default.

**Expected behavior**

Direct messages do not need an at-mention. Top-level DM replies remain
top-level. Channel messages and channel thread replies still follow the
saved mention setting.

**Steps to reproduce**

1. Enable Allow direct messages and Require at-mention on a Slack
connection.
2. Send a plain DM from an authorized sender.
3. Confirm the agent responds without an at-mention. Send a plain
follow-up and confirm it also works.
4. Confirm unmentioned channel messages remain filtered when Require
at-mention is enabled.
5. Disable Allow direct messages and confirm new DMs remain blocked.

**Paperclip version or commit**

Source baseline: `eb06c9fedd`.

**Deployment mode**

Built from source. Automated tests use disposable local Postgres and
provider fixtures. This change has not been deployed or retested in live
Slack.

## What Changed

- Exempt DMs at inbound admission, task mutation, work authorization,
and heartbeat queue claim.
- Keep channel mention checks and all existing sender, endpoint, and
destination checks.
- Update regressions for new connections, follow-ups, deferred delivery,
and coalesced queued messages.
- Clarify the Slack settings copy, connection documentation, and
verification maps.
- Refresh the affected Storybook review references after source
inspection.

## Verification

- Passed 55 Slack and durable scheduler tests with Vitest on the current
rebased commit, including admission through the extracted inbound
module.
- Passed `pnpm -r typecheck` and `pnpm build` on the rebased PR commit.
- Passed token gates and map checks.
- Passed Storybook catalog validation after rebase: 223 files and 2,210
stories.
- Full local `pnpm test:run` was stopped before completion after three
failures in the unchanged tool-access suite. All 418 tests in that suite
passed in a standalone rerun. The focused regressions passed; full
GitHub CI remains the merge gate.
- Greptile reviewed commit `b0293fa6571403c5e01c30bb7b5fcc5e91b88c97`:
5/5, with no findings or unresolved review threads. All 55 GitHub checks
passed on this commit; two optional Storybook jobs were skipped.
- No live Slack messages were sent during implementation verification.

## Risks

Existing Slack connections now accept authorized plain DMs even when
Require at-mention is enabled. Allow direct messages and sender
authorization still apply. Queued DM work follows the same exemption.
Channel behavior and DM reply routing are unchanged. No schema or
migration change is required.

## Model Used

OpenAI GPT-6, running as Codex, with reasoning, tool use, and code
execution. The runtime does not expose a more specific model 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
- [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 07:40:46 -05:00
9bd820e687 feat(storybook): mirror the complete feature-map index (#16052)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes its user-facing capabilities and
verification recipes.
> - Storybook provides isolated UI examples for those capabilities.
> - The previous organization showed only features with primary story
suites.
> - This pull request derives the complete Storybook index from the
upstream map.
> - Readers can find the same features in both places and see related
examples or explicit gaps.

## Linked Issues or Issue Description

Refs #16046 and #16049.

**What existing behavior does this improve?**

Storybook navigation and the downstream feature catalog.

**Current behavior**

The sidebar has 28 primary feature homes. The feature map lists 35. The
main guide groups suites alphabetically by area slug. Related examples
can live under a different feature.

**Proposed behavior**

Use the feature map's eight sections and 35 features in the same order.
Give each feature an Overview page with all its capabilities, related
example links, and missing-example messages. Keep shared foundations
outside the product index. Preserve all existing stories and URLs.

**Reason and benefit**

Readers can move between the feature map and Storybook without learning
a second index. A feature without cataloged examples remains visible.

**Breaking changes**

None to existing story IDs or product behavior. Storybook start and
build now reject stale generated feature pages and ordering. Run the
catalog generator after upstream changes, inspect the output, and review
affected source fingerprints.

## What Changed

- Generate 35 feature Overview stories and capability data from the
upstream map. Generate the inline sidebar order required by Storybook.
- Replace the main guide with the full ordered feature index and search.
Link all related suites from feature pages, even across primary homes.
- Preserve all 223 authored files, 2,210 story IDs, and the existing
docs ID. Keep status, implementation, and fixture classifications
visible.
- Put the generated Markdown catalog in feature-map order. Keep
generated guides outside example counts.
- Update maintenance and review skills, documentation, and generator
tests. Keep the feature map independent of Storybook.

## Verification

- Passed: 16 catalog and generator tests; map checks; token gates; both
skill validators.
- Passed: `pnpm -r typecheck`, `pnpm build`, and the Storybook build.
- Built-index comparison preserved all 2,211 previous entries and added
only 35 feature overviews. Feature order matches the map.
- Browser: inspected the complete index and sidebar, searched for Goals,
opened its overview, and followed a related suite under Projects. The
original suite renders.
- Passed: all 8,170 UI tests in 728 files. Browser checks also covered
empty search, capability-ID search, missing-example pages, the original
editable-text bookmark, the CLI sidebar label, and searching/opening
shared foundations.
- The broad local `pnpm test:run` was stopped after a failure in the
unchanged GitHub chat test `authorizes description edits as the editor,
never inheriting the original author's access`. That exact test passed
alone without code or expectation changes. A complete local repository
suite pass is not established.
- Original revision CI passed after one runner retry. The merged
revision `5ca01c70716f23974680a8019ddc613035d11bc4` passed fresh CI.
Local UI typecheck, catalog checks, 16 generator tests, map checks and
token gates pass.
- Greptile: 5/5 on final commit
`5ca01c70716f23974680a8019ddc613035d11bc4`, with all findings resolved.
- Master merge: inspected source drift in 61 catalog entries and
regenerated INDEX, preserving upstream notes. Marked the sidebar suite
that mounts IssueDetail unreviewed for the new activity query; recorded
limits for composer and channel-default changes. No stories removed.
- Final Storybook build passed. Browser filename searches for
`new-task-composer` and `forms-editors` return the expected feature and
shared example.
- No visual-baseline or full production acceptance claim. The deeper
authored scenario groups remain intact.

## Risks

- The parser depends on the feature-map Markdown contract. It rejects
unknown index rows, omitted feature recipes, and unexpected generated
files.
- A suite can reference several capabilities. A link proves catalog
association, not complete behavior coverage or production parity.
- Storybook treats `/` as a folder separator. Sidebar labels use a comma
for that character; the guide and page headings retain the upstream
name.
- No database, API, authorization, or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
inspection. The exact runtime 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>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
2026-10-13 07:01:29 -05:00
Dotta 4a641d0980 fix(ui): default human task replies to the latest assigning agent (#15594)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks let agents ask a person for input.
> - The reply composer needs a useful default recipient.
> - A recent comment does not identify the agent that assigned the task.
> - The old fallback can select the person who is writing the reply.
> - This change uses the latest agent assignment and keeps manual
choices.

## Linked Issues or Issue Description

**What happened?**
When an agent assigns a task to a person, the reply composer can select
that person or a different commenter. A data refresh can also replace a
manual selection.

**Expected behavior**
For a task assigned to the current person, select the latest agent that
assigned it to them. If no such assignment exists, use the latest other
commenter. If neither exists, leave the recipient empty. Keep explicit
choices during refreshes.

**Steps to reproduce**
1. Have agent Alpha assign a task to a person.
2. Assign it to agent Beta, then have Beta assign it to the same person.
3. Open the task as that person.
4. Check that the reply composer selects Beta.
5. Select another recipient. Refresh task data. Check that the selection
stays.

Related work: #15091 shares task composer controls. This change fixes
recipient defaults.

## What Changed

- Read real assignment changes from REST and native runner task
activity, in time order.
- Record human assignee fields in native create and reassign activity.
- Ignore unchanged assignment fields and assignments to other people.
- Use the assigning agent before comment hints for human-owned tasks.
- Connect the suggestion to current and classic task composers and
pipeline replies.
- Keep manual selections when suggestions change.
- Add regression tests and document the fallback.
- Use tasks with no assignee in the attachment receipt tests. This keeps
the tests on the comment route. Dismiss announcements through the real
UI.
- Record human and agent assignees in REST creation receipts. Include
child creation in the assignment history resolver.

## Verification

- Focused tests cover assignment order, creation, other recipients,
unchanged fields, fallback, and manual selections.
- Browser fixture uses the real composer and assignment resolver. It
selects Beta and keeps a manual human selection after history refresh.
- Passed: 223 focused tests across four suites.
- Passed: `pnpm --filter @paperclipai/ui typecheck`.
- Passed: `pnpm --filter @paperclipai/ui build`.
- Passed: `pnpm check:token-gates`.
- The initial CI run passed full build, typecheck, Rust, unit tests and
seven E2E shards. The attachment shard exposed tests that relied on the
old self-selection default. The tests now select the recipient
explicitly.
- Native assignment regression tests and resolver tests pass: 40 tests.
- Attachment E2E suite: 10 passed; one page-load timing failure passed
on an isolated rerun. All 11 cases passed across the suite and rerun.
- Previous full CI passed at cc7ed05. New CI must pass on the current
head.
- Latest local checks: 16 resolver tests and 7 workspace policy tests
pass. REST creation audit tests cover both creation routes.
- The latest browser check could not start. The UI build exceeded the
local memory limit (exit 137). Full typecheck, tests, build, and browser
checks will run in CI.

## Risks

- Old activity rows without previous assignment values cannot prove a
reassignment. They use the comment fallback.
- An empty fallback requires the person to choose a recipient or use the
existing no-assignee flow.
- No database or API schema changes.

## Model Used

OpenAI Codex, GPT-6. The session does not expose an exact model build or
context window. Used code editing, shell tools, tests, and browser
verification.

## Checklist

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


Final validation at f83f2f6: 55 checks passed. Two optional Storybook
checks were skipped. All browser shards passed. Both review threads are
resolved. Classic attachment tests use the real no-assignee
confirmation.
2026-10-13 00:56:15 -05:00
DottaandPaperclip 7d7f55e4be fix(apps): show user avatars and center access rows (#15577)
## Thinking Path

> - Paperclip helps people manage AI agents and their access to apps.
> - The app access page shows people with linked chat accounts.
> - The identity response omitted the user's saved image.
> - The row placed the avatar beside only the first name line.
> - This change returns the image and centers the avatar beside both
name lines.
> - People can recognize linked accounts and still see initials when no
image is available.

## Linked Issues or Issue Description

**What happened?**

The app access page showed initials even when the linked Paperclip user
had a profile image. The avatar was above the vertical center of the
Disconnect button.

**Expected behavior**

Show the linked user's saved image. Center it beside the Paperclip and
chat names. Keep initials when no image is available.

**Steps to reproduce**

1. Link a Slack account to a Paperclip user with a profile image.
2. Open the app's Access tab.
3. Inspect the person's avatar and the two name lines.

Searched public issues and pull requests. No duplicate fix was found.
Related avatar work in #15095 concerns agent uploads, not linked user
profiles.

## What Changed

- Return `paperclipUserImage` from the chat principal service and
declare it in the API and client types.
- Use the shared avatar primitives and center the avatar beside the full
name block. Keep full names available in hover text.
- Add image and initials examples to the existing Storybook access
story, with image and alignment checks.
- Extend the service test to check saved images and missing images.

## Verification

- Token gates and `git diff --check` pass.
- The 33 existing chat setup and identity-link UI tests pass.
- The OAuth installer service regression test passes.
- Chromium rendered the Storybook Access story at desktop and mobile
sizes. The avatar, name block, and Disconnect button centers all
measured 307 CSS pixels on desktop.
- UI typecheck passes. Full repository typecheck and build stop at the
Rust runner because this workspace has no `cargo`. The initial parallel
typecheck also exceeded the 4 GiB workspace limit. The full local test
attempt was stopped as memory approached the 4 GiB limit; it has no
complete verdict. CI passed the full build, typecheck, test, and E2E
lanes on the initial commit. The previously reviewed commit passed 54
checks with two intentionally skipped Storybook checks. Master was
merged on October 10 to resolve an import conflict; fresh CI is running
for `24badb742d331c1b6ee3e90cbd06defefe5cd634`. Token gates and
whitespace checks pass after conflict resolution. The single retry after
CI runner shutdowns passed. Greptile gives this commit 5/5, with both
review threads resolved.

### Screenshots

The Storybook fixture shows an image, fallback initials, and a pending
account.

![Desktop access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/desktop.png)

![Mobile access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/mobile.png)

## Risks

Low risk. The API field is additive and needs no migration. The image
uses the same avatar primitive as other user identities. Missing or
failed images retain the initials fallback. Other chat providers share
this access row.

## Model Used

OpenAI Codex, GPT-6. Tool use and code execution. The runtime does not
expose a more specific model 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
- [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 23:54:01 -05:00
56a0bf0d49 Support test Cloud connector identities (#16033)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Cloud connector uses an environment-bound identity to call a
hosted broker.
> - The identity parser and enrollment flow accept development, staging,
and production.
> - A separate test broker needs its own environment identity.
> - This pull request accepts test identities and maps the test broker
to that environment.
> - Known hosted brokers still reject identities from other
environments.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cloud connector configuration and self-host enrollment.

**Current behavior**

The app rejects an identity with environment `test`. Self-host
enrollment infers development for the test broker.

**Proposed behavior**

Accept `test` identities at `https://test.paperclip.app`. Infer test
during self-host enrollment. Reject development, staging, and production
identities at that broker. Continue to reject test identities at the
production and staging brokers.

**Reason and benefit**

Branch testing needs a separate broker so test identities and requests
stay in their selected environment. The existing identity, enrollment,
and signature flow can provide that isolation with a new allowed
environment value.

**Breaking changes**

Existing environment values and broker checks keep their current
behavior. Older app versions cannot use test connector identities.

## What Changed

- Add `test` to managed and self-hosted connector environment types and
validation, and to the board API enrollment status type.
- Infer test from its hosted broker and enforce the matching
environment.
- Test enrollment persistence, signed request environment/audience
claims, and broker mismatch rejection.
- Document test broker configuration in the development guide.

## Verification

- Connector, enrollment, and board API-client suites passed: 63 tests
across three files. Board UI typecheck and token gates passed after
synchronizing its enrollment response type.
- `pnpm -r typecheck` and `pnpm build` passed, including after rebasing
onto current master.
- `pnpm test:run` completed its general server stage: 17,867 passed, 105
skipped, and 9 failed across 5 files. The runner stops at that failing
stage, so it did not run subsequent workspace/serialized stages locally.
All nine failures also reproduce on the unchanged base commit in a
separate checkout. Five skill-related cases resolve an unrelated
ancestor skills directory; two workspace cases accept a remote main
branch that their fixture expects to be absent; two permission-cleanup
cases return macOS `ENOTEMPTY` instead of the expected permission error.
- Current-head GitHub CI passed, including full general and serialized
test suites, typecheck, build, runner checks, and browser e2e. Greptile
is 5/5 with no unresolved comments.
- `git diff --check` and Gitleaks passed.

## Risks

The new environment value is additive. The test broker must support test
identities before use. This change preserves existing signature
handling, managed identity overrides, and rejection of mismatched
identities at known hosted brokers. A local full-suite pass is not
claimed; the nine failures above also occur without this change.

## Model Used

OpenAI Codex, GPT-6, with reasoning and tool 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>
Co-authored-by: Dotta <34892728+cryppadotta@users.noreply.github.com>
2026-10-12 19:32:33 -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 88bf4c6c1d refactor(storybook): organize folders and navigation by feature map (#16049)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product areas and verification entry
points.
> - Storybook has 223 story suites that show production components,
proposals, and retained history.
> - The parent PR maps those suites to features, but their folders and
sidebar still use unrelated groups.
> - This pull request puts the existing suites under feature folders and
uses the feature map's names and order in the sidebar.
> - Explicit meta IDs preserve existing story links while the titles
change.
> - Contributors can find stories through the same product structure
without losing examples.

## Linked Issues or Issue Description

Refs #16046. This is the requested follow-up. Parent #16046 is merged.
This PR now targets master, with its single follow-up commit rebased
onto the parent squash merge. The Storybook implementation is unchanged
by that rebase. Related open Storybook PRs were checked; this change
organizes existing suites and adds no product capability.

## What Changed

- Move all 223 story files into folders named for their primary feature
area. Keep useful scenario groups below the feature's sidebar label.
- Order the sidebar by the eight feature-map sections. Put Overview
first and shared Foundations last. Leave areas with no stories out of
the sidebar.
- Move 19 support files into `ui/storybook/support/` and update relative
imports and active documentation.
- Preserve all 2,210 story IDs and the single docs ID through explicit
CSF meta IDs. Keep all entry names and story exports.
- Record stable IDs and sidebar titles in the downstream catalog.
Validate feature folders, title prefixes, and IDs. Update the
maintenance skill and review evidence.

## Verification

- Storybook build passed. Built index comparison against parent
`75bd3c977cd828d5222823850339e8204f40eb47` found the same 2,211 entries,
IDs, and names.
- UI typecheck passed (`ui/node_modules/.bin/tsc -b` from `ui`, invoked
as `./node_modules/.bin/tsc -b`).
- UI Vitest project: 728 files and 8,176 tests passed.
- Catalog checker and its nine tests passed. Feature-map checks, token
gates, and the maintenance-skill validator passed.
- Chromium: nine existing play cases and one render case reached
`storyFinished: success` with no page exceptions. The guide rendered,
sidebar sections followed map order, and a search for `steering/queue`
opened its preserved story link.
- Source comparison found only meta title/ID changes, rebased relative
references, and updated fixture path text in story files.
- To inspect: build Storybook, start `node
scripts/serve-storybook-static.mjs --port 6136`, and open the Overview
guide. Expand feature folders and use existing story links.
- The complete repository suite was not repeated for this organization
change. The parent records a backend timeout that passed in isolation,
without a complete broad-suite pass. Visual comparisons remain blocked
by the unpublished empty baseline. The separate fixture-server story was
not run.

## Risks

- Open branches that add stories under old paths will need to choose a
feature folder and update the catalog. Cross-feature suites have one
primary home and retain related capability references.
- Sidebar paths change; story and docs IDs remain stable. Automated
references to source paths may need the new location.
- This is one requested follow-up with 258 changed files, mostly moves.
It exceeds the usual review-size guideline because splitting it would
leave the sidebar and folder convention partly migrated.
- Browser verification samples ten stories, not all 2,210. Existing
production/prototype classifications and review gaps remain unchanged.
- Required CI gates and a 5/5 review passed on the original head. Fresh
checks and review are running for the rebased head. Catalog validation
and all nine checker tests passed after rebase; UI, map, skill, and
checker contents are identical to the original reviewed head.

## Model Used

- OpenAI Codex, GPT-6. The exact runtime model ID and context-window
size are not exposed in this session. Used reasoning, repository
inspection, code execution, and local browser automation.

## 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>
2026-10-12 22:29:22 +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 9e721264e9 feat: maintain Storybook through a downstream feature catalog (#16046)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storybook supports review of its production UI and proposed designs.
> - Its 223 story files have no consistent link to product capabilities
or record of component and mock provenance.
> - Old compositions can drift while they still look like current
product examples.
> - This pull request adds two maintenance skills and a catalog that
consumes the existing feature map.
> - The first audit preserves all stories and fixes proven fixture
drift.
> - Contributors can now find examples by feature and see what still
needs review.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Storybook maintenance, feature discovery, and the accuracy of isolated
UI examples.

**Current behavior**

Stories are already centralized under `ui/storybook/`, but their sidebar
has 51 top-level groups. Production components, local prototypes, and
historical designs are not consistently distinguished. The old guide
uses manual coverage claims. GitHub searches found no duplicate
feature-map catalog change.

**Proposed behavior**

Keep existing story locations and IDs. Add a downstream catalog keyed to
stable feature capabilities. Record product status, rendered subject,
data boundary, and declared review dependencies separately. Use
dedicated maintenance and review skills to reconcile drift and report
evidence.

**Reason and benefit**

The catalog makes existing examples reusable without treating mock
behavior or old designs as production acceptance. The feature map
remains independent of Storybook.

## What Changed

- Add `maintain-storybook` and `review-storybook` skills with
contributor guidance.
- Inventory all 223 story files. Generate a feature index and provide
searchable navigation in the existing Overview story. Track direct
subjects through relative imports and local wrappers, including the
primitives demonstrated by foundation suites.
- Add a checker for inventory, capability references, duplicate IDs, and
declared-source drift, with eight regression tests. The parser test
covers real nested CSF files, export filters, explicit IDs, and play
counts.
- Preserve historical designs and classify mixed wrappers. Record the
initial audit and remaining parity work.
- Align the question-dismiss/send fixture with production behavior. Add
dismissal and confirmation-reopen regressions and repair the editor
selector.
- Exclude three exported fast-response fixtures from story discovery and
add the missing render-time callback spy.

## Verification

- Passed: `node scripts/storybook-catalog.mjs`, `node --test
scripts/storybook-catalog.test.mjs` (8 tests), and `node
scripts/check-maps.mjs`.
- Passed: validators for both new skills, `pnpm check:token-gates`,
`pnpm -r typecheck`, and `pnpm build`.
- Passed: final Storybook build; nine selected browser `play` cases;
three fast-response render cases; feature-guide search/link navigation;
question-fixture reset on reload.
- Built-index comparison preserved all 2,208 original story IDs and
added only two new regression cases.
- Passed: `pnpm exec vitest run --project @paperclipai/ui` (728 files,
8,176 tests).
- The full `pnpm test:run` has reported a 15-second timeout in the
untouched backend case `connects advertised Workspace gmail.read without
mutating definitions in authenticated`. The exact test passed standalone
without changing code, expectations, or timeouts. The remaining broad
run was stopped after this failure. The full suite is not verified.
- Visual comparison is blocked by the existing empty baseline manifest.
The managed-accounts API/DB fixture was not started. See
`maps/storybook-map/REVIEW.md` for exact scope.

## Risks

- This is an initial inventory and targeted audit. 188 suites still
require deeper state and fixture parity review.
- Review hashes cover declared dependencies. They do not follow all
transitive production imports or prove semantic correctness.
- The catalog requires upkeep when stories, mapped recipes, or declared
subjects change. Shared mocks still need feature-by-feature contract
review.
- No production application source, database schema, or upstream
feature-map contract changes.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, shell tools, file editing, and
Chromium browser verification. The exact runtime 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
- [ ] 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 17:20:00 -05:00
DottaandPaperclip f0e12c8519 Add managed Slack setup with an independent own-app path (#15679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connects a person to an agent through an installed app and a
verified identity.
> - Independent installations must remain usable without Paperclip Cloud
or manager credentials.
> - Approved Cloud deployments can use Slack manager grants to create
and install each agent's app.
> - Both paths should share credential storage, identity checks,
recovery, and the existing runtime.
> - This pull request adds gated managed setup and keeps independent app
setup under Advanced.
> - It also makes ongoing connection settings and personal test messages
easier to use.

## Linked Issues or Issue Description

**Subsystem affected**

Slack setup, connection settings, tenant credential storage, and the
Cloud connector handoff.

**Problem or motivation**

Approved deployments need an installation flow without pasted
configuration tokens. Open-source users must retain their independent
Slack app flow. A connection manager also needs a simple way to check a
bot from Settings.

**Proposed solution**

Use the managed path when the instance is configured to support it.
Choose agent and Connect are the two visible stops. Continue starts
authorization or installation. Use your own app remains under Advanced
before creation. Save personal manager grants by company, Paperclip
user, Slack user, workspace, and manager app. Reuse only verified
identities for test messages. Unknown identities must complete a private
Slack connection challenge before linking and receiving the test DM.

**Alternatives considered**

A shared bot would change each agent's Slack identity. Requiring Slack
CLI or a hosted service for self-hosted users would remove independent
installation.

**Roadmap alignment**

This maintainer-requested change improves Connected Apps and
experimental Agent Chat. It adds provisioning and management controls to
the existing Slack runtime.

**Additional context**

The companion Cloud broker profile is a separate deployment
prerequisite. Managed setup remains gated. Existing-app adoption is
deferred.

## What Changed

- Extract Slack registration, provider requests, completion,
customer-owned setup, managed setup, and personal manager grants into
focused services. Preserve the compatibility facade and independent
removal cleanup.
- Add company-scoped manager grants and a registration reference through
an additive, idempotent migration after current master. Keep runtime
credentials separate from app-registration secrets.
- Add authenticated manager authorization, sealed handoff, serialized
refresh and revocation, app creation, managed installation, and
installer-bound OAuth fallback.
- Preserve creation intent, block automatic uncertain recreation, save
credentials before downstream checks, and validate app, workspace, bot,
scopes, and installer identity.
- Add the two-stop production wizard and ordered stories. Keep the
own-app, manual, existing-app, and legacy-draft paths.
- Simplify Settings. Open Slack configuration targets the saved app. The
test-message action has its own row. Remove the old manual-avatar
section, channel-message section, and broken permissions link.
- Add paginated account discovery and a private connection challenge for
unknown accounts. Expired invitations stop waiting and offer a new
private invitation. Save send receipts before provider dispatch and
preserve confirmed delivery when activity logging fails.
- Reinstall the saved managed app on explicit reconnect, replace revoked
credentials, and resume completion. Persist reconnect intent and
duplicate-request receipts without creating another app.
- Update provider browser tests, recovery tests, secret redaction, setup
documentation, and the agent prompt. Preserve current master's durable
verification scheduling.

## Verification

- Full workspace typecheck and repository build passed on `56d389d47a`.
The subsequent reconnect retry fix in `288364eada` also passed UI
typecheck and UI build.
- 114 focused Slack registration cases and 13 production managed-wizard
cases passed, including fresh-token reconnect, retry after installation
failure, and duplicate reconnect requests.
- All nine affected Slack browser cases passed against the production UI
and a disposable fixture server. They cover managed setup, automatic
setup, own-app selection, refresh, recovery, mobile behavior, and
connection settings.
- Eight focused real-database test-message cases passed. They cover a
private ownership challenge, saved grant reuse, account pagination,
revoked and conflicting links, workspace mismatch, disabled DMs, revoked
membership, audit failure, ambiguous dispatch, and secret canaries.
- UI token gates and the production Storybook build passed.
- Greptile reviewed exact head
`288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable
findings or unresolved review threads.
- The full repository test suite and current-head CI are running. Their
final results will replace this line before merge.
- Earlier live feature previews created two bots in the authorized
Paperclip Slack workspace and reused one personal manager grant. Local
managed Continue created and installed a bot without a configuration
token or a separate Add to Slack action. Avatars, welcome DMs, signed
callbacks, and direct replies were observed. A Settings test DM also
arrived in the signed-in user's Slack account.
- Earlier staging thread qualification required manual publication
recovery for one bot. Current-head live qualification remains required
before enabling the production default. Fixture results do not establish
Slack approval behavior in other workspaces.

## Risks

- Personal manager tokens can create apps. They stay in scoped vault
entries. The manager client secret stays at the broker. Company,
actor/session, origin, and app identity checks apply throughout setup.
- The additive migration must also work on qualification instances that
applied earlier branch migrations. Table, column, index, and constraint
creation is idempotent.
- Creation and message timeouts can leave uncertain outcomes. Saved
request IDs prevent automatic duplicate dispatch.
- Unknown Slack identities must receive and complete their private
challenge while signed in. Account selection alone does not grant
Paperclip permissions. Existing revoked or conflicting links are not
overwritten.
- A development-only manager transport uses an explicitly configured
private credential file for local qualification. Production ignores this
transport; no manager credentials are bundled with open source.
- Managed rollout requires Slack approval, the companion broker
deployment, configured secrets, and final live qualification. Removing a
connection does not delete its Slack app.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
tools. The session does not expose the exact serving model 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
- [ ] 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 15:34:02 -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 762d680daf feat(ui): upload files directly in task artifacts (#15964)
## Thinking Path

> - Paperclip helps people manage agent work and retain its context.
> - Task documents and attachments keep that context with the task.
> - The Artifacts panel showed output but could not accept a new file.
> - Uploading through a message can require resuming a paused task.
> - Existing document and attachment APIs can save files directly.
> - This PR adds direct uploads and a drop target to the task panel.
> - People can add context while keeping work paused and unassigned.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task Artifacts panel and its existing document and attachment APIs.

**Subsystem affected**
ui/ — React board UI. No server, schema, or API changes.

**Current behavior**
The Artifacts panel cannot upload a file. It also excludes files
uploaded by people. The message composer can require a task to resume
before it submits attachments.

**Proposed behavior**
Use the upload icon or drop files anywhere in the open Artifacts panel.
The target includes the header, padding, and existing cards. Files save
directly to the task without a message or a pause change.

**Reason and benefit**
People can prepare a handoff on a paused, unassigned task without
starting agent work. Markdown becomes a task document. Other supported
files use attachment storage.

**Breaking changes**
Files from people now appear in Artifacts alongside agent output.
Promoted attachments still appear once. A repeated Markdown filename
creates a separate document instead of replacing an existing revision.
Existing APIs and limits stay the same.

**Additional context**
Related upload API work: Refs #7472 and Refs #7248. This PR adds the
missing task-panel entry point. ROADMAP.md lists Artifacts and Work
Products as available; this is a scoped UI improvement.

## What Changed

- Add an upload icon with no visible label or background.
- Accept file drops across the full task panel, including the desktop
portal header and mobile tabs.
- Show per-file progress and inline Retry and Dismiss actions.
- Import Markdown under a new document key and retain existing
revisions.
- Include files from people in Artifacts and dedupe promoted
attachments.
- Add component and task-journey stories for empty, populated, loading,
error, mobile, and drag-over states.
- Add real browser tests for persistence, pause preservation, duplicate
document names, full-panel drops, and partial failure recovery.

## Verification

- Five Playwright tests passed against an isolated instance started by
the source `test-drive` command. The document API, attachment storage,
pause holds, downloads, and task UI were real. Only the explicit upload
failure was injected.
- The browser tests verified desktop and mobile uploads, document
reading, persistence after reload, no task comments or runs, header
drops, preservation of original and hidden internal documents, reserved
filename handling, and upload retry.
- 163 focused UI tests passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm check:token-gates` passed.
- The full Vitest suite is running after repair of an exhausted local
PostgreSQL shared-memory pool. The initial run failed to initialize
PostgreSQL. Six unattached segments had no living creator or last-user
process; removing them restored free slots.
- CI and the current-head Greptile review are pending.

## Risks

- Artifacts now includes user files, so existing tasks can show more
cards.
- Uploads retain the server's authorization, file-type, size, and
revision checks. No migration is needed.
- Binary attachment uploads use the existing API. A transport failure
with an unknown save outcome can retain the existing API's retry
ambiguity.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot ID and
context-window size were not exposed to this session. The model used
repository inspection, code editing, shell tools, and browser
automation.

## 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>
2026-10-12 08:11:31 -05:00
DottaandPaperclip db2f00947b fix(runner): include Claude ACP in the server package (#15912)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server ships a copy of Paperclip Runner for native agent
execution.
> - The Claude ACP bridge is a runner dependency, but it was absent from
the server package.
> - The runner resolves this bridge dynamically, so the import-based
packaging check missed it.
> - A Claude session then failed before startup and showed a generic
connection error.
> - This pull request ships the qualified bridge and reports a missing
runtime with repair steps.

## Linked Issues or Issue Description

**What happened?**

A server install with the vendored runner could not load
`@agentclientprotocol/claude-agent-acp/package.json`. The runtime test
suggested checking the model or provider connection. The task reported
an interrupted runner session.

**Expected behavior**

The server package includes its qualified Claude ACP runtime. A missing
bundled runtime reports an installation error and explains how to repair
it.

**Steps to reproduce**

1. Use a server install with the vendored runner and no Claude ACP
bridge.
2. Select the Paperclip Runner ACP harness and the Claude provider.
3. Run the runtime test or open a session.
4. Observe a missing-module failure before Claude starts.

**Paperclip version or commit**

Reproduced on `e733bddc45`. This branch is based on current master.

**Deployment mode**

Self-hosted server built from source.

Related: #15224 upgrades the Claude bridge. This PR fixes its omission
from the server package and keeps the current qualified version. A
future bridge upgrade must update the server pin too.

## What Changed

- Add Claude ACP `0.73.0` to the server dependencies and bundled
dependencies.
- Pin the qualified Claude SDK and bridge dependencies in the npm bundle
producer graph. Publish its native packages as consumer optional
dependencies instead of shipping the producer executable.
- Bind source-built vendored runners to the shared pnpm dependency store
while retaining the server manifest as the provider authority. Keep
published npm and self-rooted deployment roots unchanged.
- Include dynamically resolved Claude and Codex bridges in the vendor
dependency check.
- Preserve the missing-package category through the sidecar, Rust
transport, and native session executor. Stop automatic retries for this
installation failure.
- Show **Runtime missing** in the runtime test and task thread. Explain
the reinstall or rebuild, server restart, and runtime test steps.
- Add regression tests and document the repair procedure.

## Verification

- Red/green comparison with the production sidecar: the same
missing-package setup returns a raw require-stack error on the original
code and an actionable, non-retryable missing-runtime error on this
branch.
- The rebuilt server's vendored Claude installation probe passes using
the source-server authority selected by the launcher, without starting a
provider or making a model request.
- Focused server verification: 830 tests passed. Runner installation and
sidecar error tests: 83 passed, with 6 platform-specific skips.
Packaging tests: 28 passed. Rust transport tests: 7 passed.
- Source/deployment authority tests: 3 passed. Red/green packaging tests
include a Linux-produced Claude SDK bundle, actual npm pack, and closed
executable admission on Linux x64 and macOS ARM64/x64.
- Full UI suite: 8,113 tests passed.
- `pnpm -r typecheck` and `pnpm build` passed on the rebased branch.
- Full current-head CI passed, including all general and serialized test
lanes, Runner Rust/Vitest verification, typecheck, build, and all eight
e2e shards. Greptile reviewed `d6a2741834ff922956560f2f689382827bbaf9e0`
at 5/5 with no unresolved threads.
- Local full-suite limitation: an earlier parallel attempt hit Postgres
startup failures and timeouts; the affected server tests and a database
fixture passed in isolation. The subsequent serial `pnpm test:run` was
stopped while still running after complete CI passed. Focused local
tests, full UI tests, typecheck, and build completed as listed above.
- Token gates and `git diff --check` passed.

## Risks

- Bundling the Claude bridge increases the server package size. The
producer graph retains the qualified SDK version and existing isolation
patch. Native platform declarations move to the published server
manifest, while the runtime keeps its exact version, declared-slot,
no-follow, and executable digest checks.
- The new failure category is permanent. Operators must repair the
server installation before they retry the task.
- Existing failed runs retain their recorded error. The clearer message
applies to new runtime tests and runs.
- No database schema or migration changes.

## Model Used

OpenAI GPT-6 through Codex. The system reports the model family; the
exact deployment ID and context-window size are not exposed in this
session. Used reasoning, browser inspection, tool use, and code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have 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>
2026-10-12 06:51:22 -05:00
1b4c803816 fix(costs): preserve usage attribution and explain unavailable run costs (#15948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The cost ledger records usage and controls agent budgets.
> - Some runs lose the selected model or API billing category before
their usage reaches the ledger.
> - The dashboard reports missing costs but does not identify the
affected runs or the available actions.
> - This pull request preserves usage attribution and adds a compact
view of cost gaps grouped by agent.
> - Operators can inspect runs, open agent settings, and record saved
costs without starting new agent work.

## Linked Issues or Issue Description

Refs #15634, #11938, #15879.

This follows the merged subscription reporting in #15634. The older
proposal in #11938 addresses part of ACP model attribution. This change
also rejects conflicting models across a turn, fixes credential-backed
billing capture, and explains cost gaps in the existing dashboard. The
Pi receipt recovery work in #15879 covers a separate adapter recovery
path. This PR preserves unresolved receipts and does not recover
provider usage or reprice past entries.

**What happened?**

ACP results use the requested model even when the runtime selects a
model. Native and OpenCode API runs can report unknown billing despite a
matching API credential. The dashboard shows notices without links to
the affected runs. These gaps make API and subscription totals harder to
interpret.

**Expected behavior**

Record the model selected by the runtime. Identify API billing only from
a matching credential. Keep costs unresolved when reliable usage or
pricing is absent. Show the affected agents and runs. Offer an
accounting retry only when saved evidence is ready.

**Steps to reproduce**

1. Run an ACP agent with its model left unset, or use a matching API
credential with a native or OpenCode agent.
2. Inspect the recorded model and billing category for the run.
3. Open Costs Overview for a period with unpriced usage or terminal runs
awaiting receipts.
4. Inspect the notice and try to find the affected run or the relevant
agent settings.

**Paperclip version or commit**

Current master at `657e71584a0`. The patch is rebased on that commit.

**Deployment mode**

Self-hosted server and local development. The cost detail tests use a
disposable PostgreSQL database.

## What Changed

- Preserve the runtime-selected ACP model in checkpoints and final
results. Conflicting models across one turn remain unpriced.
- Share credential-backed API billing checks across native and OpenCode
results. Keep unknown billing when the provider and credential do not
match.
- Add company-scoped cost detail and accounting retry endpoints. Board
viewers can read details but cannot retry. Agents and foreign companies
are denied.
- Limit each detail category to 25 entries. Use one consistent database
snapshot and sparse indexes matching the filters and sort order. Add the
unknown-billing count to the existing summary query.
- Replace the notice with an expandable count line. Group entries
alphabetically by agent. Show the saved blob icon, link each name to
configuration, and put run and retry links beside the date.
- Preserve estimate and unavailable-price labels on Providers and
Billers; keep retry confirmation after the resolved notice disappears.
- Fetch details only while expanded. Retain the last loaded details
after a refresh error. Retry saved accounting only; do not rerun the
agent.
- Add capture, database, authorization, UI, and Storybook coverage.
Update the implementation contract and cost reporting guide.

## Verification

- `pnpm -r typecheck` passed after rebase.
- `pnpm build` and `pnpm build-storybook` passed after rebase.
- `pnpm check:token-gates` and `git diff --check` passed.
- 1,086 focused tests passed across 17 files. These cover ACP, native
and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI,
Costs UI, and existing accounting regressions.
- Desktop and mobile browser checks passed during UI review. They cover
lazy expansion, alphabetical groups, loaded blob icons, configuration
and run links, keyboard retry, and layout overflow.
- `pnpm test:run` was attempted with command-scoped
`init.defaultBranch=master` for Git fixtures. It was stopped after a
native session recovery failure reproduced on unchanged base
`657e71584a0` (`archives a damaged prior epoch before completing guarded
same-task replacement with real runnerd`). An MCP upload case failed in
the broad run but passed in isolation on both the base and PR branch.
These local limitations do not affect the 1,086 passing focused tests.
- Current-head CI is green, including all unit test lanes, serialized
server suites, runner checks, typecheck, build, policy, and eight
browser shards. Apex re-review is 5/5 on `56de60effdb`; all four
original findings are addressed and every review thread is resolved.
- PostgreSQL applies migration `0333` in the integration fixtures.
EXPLAIN ANALYZE on the production detail statements uses the new sparse
indexes behind 5,000 healthy records in each table.
- Ten provider/biller card cases cover missing and estimated prices; the
retry test covers row removal and notice unmount. A live Storybook
browser check verifies the confirmation and updated count.
- Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality
Details** to inspect the production page with representative fixtures.

## Risks

- Model and billing metadata change for future runs. Estimates still
require complete usage and a supported price. No past cost amount is
rewritten.
- A missing final receipt remains unresolved for budget checks. The
display changes after fifteen minutes; that time limit never authorizes
settlement.
- Accounting retry is a write action. It retains the existing company
checks, receipt fences, idempotency, and audit logging.
- Detail reads are bounded and run only after expansion. They poll every
30 seconds while open. No provider probe or new summary query is added.
- Migration `0333` adds two partial indexes; it changes no stored cost
amounts or table columns. Index creation scans the existing tables and
may briefly block writes during deployment. No lockfile or workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code editing,
browser checks, and test execution. The exact serving model ID,
reasoning setting, and context window were not exposed to this session.

## Checklist

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

---------

Co-authored-by: Codex <noreply@openai.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-11 22:48:29 -07:00
4611d6e95a fix(restore): retry sandbox copy-back before holding the task for repair (#15920)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy sandbox runs copy the agent's workspace files back to the
host when the run settles.
> - When this copy-back fails one time, the server keeps the sandbox and
puts a board-owned repair hold on the task.
> - The hold blocks new messages. Only an operator API runbook can clear
it. The board shows that runbook text, so users do not know what to do.
> - Many copy-back failures are transient: a dropped transfer, a
provider error, or a merge lock that another restore holds.
> - This pull request retries those failures automatically while the run
still has its merge baseline and before any host file changes.
> - The benefit is that most failures repair themselves, and the
remaining holds explain the situation in plain language.

## Linked Issues or Issue Description

Refs #14590 (related: no-replay recovery holds)

**What happened?**
A legacy sandbox run finished its work, but one workspace copy-back
attempt failed. The task then showed "Recovery needed" with
operator-only steps ("verify its exact stop receipt … record
workspaceRepairEvidence"). Messages from the user stayed saved and were
not delivered.

**What did you expect?**
Paperclip retries a transient copy-back failure automatically. If a
repair is still necessary, the task says clearly what happened and who
must act.

**Steps to reproduce**
1. Run an agent in a legacy sandbox environment.
2. Make the workspace copy-back fail one time, for example with a
dropped transfer or a held merge lock.
3. Open the task. It is blocked behind a repair hold, and new messages
wait.

**Additional context**
Separately, distinct live events can render toasts with the same title
and body (for example, two runs of the same agent that both succeed).
The toast list showed both, and the desktop app forwards each one as a
notification.

## What Changed

- `packages/adapter-utils/src/sandbox-managed-runtime.ts`: retry the
workspace copy-back up to three times in total, with a 2 s and then a 5
s backoff. A retry occurs only when the failure is `restore_failed` or
`restore_lock_timeout` and no host workspace file was written. The merge
now marks the first host write in `beforeApply`, which runs under the
merge lock before any write.
- Unsafe archives, permission failures, and failures after the merge
started writing are never retried. Each retry uses a new temp directory
and a new imported Git ref.
- New optional `workspaceRestoreRetryDelaysMs` input, so tests can
shorten the backoff. Nested repository restores receive the same value.
- `ui/src/components/ExecutionBlockerNotice.tsx`: for a workspace repair
hold, the notice now says what happened in plain language. The stored
operator runbook text moves under "Technical details".
- `ui/src/context/ToastContext.tsx`: also dedupe toasts on their visible
tone, title, and body inside the existing 3.5 s window.
- `doc/workspace-restore-locks.md`: document the automatic retry.

## Verification

- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/sandbox-managed-runtime.test.ts src/workspace-restore` (218 tests
pass). New tests cover:
  - a retry after a dropped transfer,
  - a retry after a merge-lock timeout,
  - a stop after three attempts,
- no retry for an unsafe archive, a permission failure, or a failure
after the merge started writing.
- The existing step-diagnostic test now uses failures that persist
across retries. It still expects one diagnostic per failed step.
- `pnpm --filter @paperclipai/ui exec vitest run
src/context/ToastContext.test.tsx
src/components/ExecutionBlockerNotice.test.tsx
src/context/LiveUpdatesProvider` (120 tests pass).
- `tsc --noEmit` for adapter-utils passes. `node
scripts/check-token-gates.mjs` is clean.
- Not fully run: the full adapter-utils suite has two failures in
`github-launcher*.test.ts`. They read the managed GitHub credentials of
the local sandbox environment and do not touch restore code. UI `tsc -b`
reports five errors in `PluginOrganizationSwitcher.tsx`, which is not
changed here, because the plugin SDK is not built in a fresh install.

## Risks

- A copy-back that fails before the merge can take about 7 s longer
before it reports a failure. Lock timeouts can take up to about 97 s in
total (three 30 s lock waits plus backoff). Settlement already waits for
the copy-back.
- The retry logic depends on `beforeApply` running before the first host
write in `mergeDirectoryWithBaseline`. That is true today, and a comment
marks it.
- A Git bundle import before the merge can leave unreferenced Git
objects after a retry. They are harmless, and the existing ref cleanup
still runs on each attempt.
- Content-based toast dedupe can hide a second toast with identical text
inside 3.5 s. That is the intended behavior.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, Anthropic) in the Claude Agent
SDK, with tool use (shell, file edit, code search) and a subagent for
code exploration.

## 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Paperclip Agent <agent@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 21:44:11 -07:00
f331d386dc fix(ui): attribute stackless unhandled rejections with event and lifecycle facts (#15940)
Diagnostics only for Sentry PAPERCLIP-FRONTEND-G: record trusted/synthetic unhandledrejection origin, promise kind, and coarse page lifecycle facts without reading rejected values.

Co-Authored-By: Amy (Opus) <claude@users.noreply.github.com>
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 19:26:44 -07:00
bfe7c6357d fix(ui): stack confirmation prompt and hide raw custom target keys (#15895)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask the board for decisions with `request_confirmation`
interaction cards
> - The compact task-chat card puts the prompt and the target pill in
one `justify-between` flex row
> - An agent can send a `custom` target with only a machine `key` (for
example `github:org/repo:pull:16`) and no `label`
> - The card shows that raw key as a mono pill that does not shrink, so
the card splits about 50/50 and the prompt is squeezed into the left
half
> - This pull request stacks the prompt above the pill and hides custom
targets that have no human label
> - The benefit is a readable, full-width confirmation prompt without
meaningless identifier pills

## Linked Issues or Issue Description

**What happened?**
A pending confirmation card split its body into two columns. The prompt
used the left half. A pill with the raw text
`github:paperclipai/paperclip-desktop:pull:16` used the right half. The
line breaks in the prompt were also lost.

**Steps to reproduce**
1. Create a `request_confirmation` interaction with a multi-line
`prompt` and `target: { "type": "custom", "key":
"github:org/repo:pull:16" }` (no `label`).
2. Open the task chat for the issue.
3. See that the prompt and the key pill share one row, split about
50/50.

**Expected behavior**
The prompt uses the full card width and keeps its line breaks. A custom
target key is an identifier for idempotency and stale detection, so it
does not show as display text. A target pill shows only when the target
has a human label.

## What Changed

- `TaskChatCompactInteractionCard`: stack the prompt full width with the
target pill below it. This applies to the confirmation and the
checkbox-confirmation cards.
- `TaskChatCompactInteractionCard`: keep line breaks in the prompt
(`whitespace-pre-line`, `break-words`).
- `TaskChatCompactInteractionCard` and `IssueThreadInteractionCard`:
show no target chip for a `custom` target without a `label`. Labeled
custom targets (for example connection authorization) and
`issue_document` targets do not change. The stale-target chevron shows
only when both chips show.
- Add regression tests for the stacked layout, the hidden unlabeled key,
and the labeled link pill. The tests cover the compact confirmation and
checkbox-confirmation cards, and the thread card pending chip and
stale-target expiry (with labeled, unlabeled, and mixed custom targets,
and the chevron rule).
- `CONTRIBUTING.md`: add a "Keep Screenshots Out of the Repo" section.
Contributors attach review screenshots to the PR on GitHub. They do not
commit them to the repository.

## Verification

- `cd ui && npx vitest run
src/components/task-chat/TaskChatInteractionCard.test.tsx
src/components/IssueThreadInteractionCard.test.tsx`: 2 files, 100 tests
pass. If you revert the `isDisplayableRequestConfirmationTarget` guard,
3 of the new thread-card tests fail.
- `node scripts/check-token-gates.mjs`: all gates clean.
- `pnpm --filter @paperclipai/ui typecheck`: no errors in changed files.
The only errors come from `@paperclipai/plugin-sdk/ui`, which had no
built `dist` in the local workspace. These errors are not related to
this change.
- Manual: create a confirmation as in the steps above. The prompt is
full width and no key pill shows. Add `label: "PR #16"` and an `href`. A
`PR #16` link pill shows below the prompt.

### Screenshots

These are Storybook renders of the compact task-chat card at 720 px. The
three cards are: a confirmation with an unlabeled custom target (the
reported case), a confirmation with a labeled custom target, and a
checkbox confirmation with an unlabeled custom target.

The images load from an earlier commit of this PR. A later commit
deletes them, so they are not part of the merged change.

| Before (light) | After (light) | After (dark) |
| --- | --- | --- |
|
![before](https://raw.githubusercontent.com/paperclipai/paperclip/ea22e6b484f21de1dbed258286bfc271cdbcc9a1/docs/pr-screenshots/pr-15895/before-light.png)
| ![after
light](https://raw.githubusercontent.com/paperclipai/paperclip/ea22e6b484f21de1dbed258286bfc271cdbcc9a1/docs/pr-screenshots/pr-15895/after-light.png)
| ![after
dark](https://raw.githubusercontent.com/paperclipai/paperclip/ea22e6b484f21de1dbed258286bfc271cdbcc9a1/docs/pr-screenshots/pr-15895/after-dark.png)
|

## Risks

- Low risk. This is a UI-only change. No schema or API change.
- Agents that send a custom target without a label lose the visible
pill. The key was never readable display text. To show a pill, agents
set `label`.

## Merge Note

The first commit was authored as Paperclip. When you squash-merge, keep
this trailer in the squash body:

Co-Authored-By: Paperclip <Paperclip-Paperclip@users.noreply.github.com>

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, via Claude Code agent
harness with tool use (shell, file edit). Standard 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
- [ ] 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-10-11 12:29:05 -07:00
3d3b8d4371 fix(external-objects): distinguish hidden GitHub repos from genuinely-missing objects (#15906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issues reference external objects such as GitHub pull requests. The
instance resolves their status and shows it in the UI.
> - GitHub returns 404 both when a pull request or issue does not exist
and when the repository exists but the configured credentials cannot see
it. GitHub hides private repos behind a 404 on purpose.
> - The resolver treated every 404 as a terminal not-found verdict. It
froze references to inaccessible repos forever, and marked them "Not
found (Stale)".
> - This pull request probes the repository metadata to tell the two
cases apart and keep frozen objects re-checkable.
> - The benefit is accurate statuses instead of permanent "Not found"
labels for repos the instance cannot see.

## Linked Issues or Issue Description

No public GitHub issue exists for this report.

**What happened?**
- The issue properties panel and markdown decoration showed many GitHub
pull request and issue references as "Not found (Stale)" even though the
objects exist.
- GitHub returns 404 for objects the configured credentials cannot
access, not only for objects that are truly gone.
- The resolver treated every 404 as a terminal not-found verdict, so
those references were frozen and showed a misleading "stale" liveness.
- Detected-but-unresolved GitHub objects were labeled "Not yet resolved"
in inline markdown, which did not match the pill label "Not yet
refreshed".

**Expected behavior**
- A reference to a repo the credentials cannot see should surface as
authorization-required, not as a permanent "Not found".
- A truly missing object should still be "Not found".
- A terminal object (merged, closed, or confirmed not-found) should not
be labeled "Stale", because it is never refreshed again.
- Inline markdown statuses should match the pill statuses.

**Steps to reproduce**
1. Configure GitHub credentials with no access to a private repo.
2. Add a comment or issue description that links to a pull request in
that repo.
3. Wait for the external object resolver to run.
4. Observe the reference labeled "Not found (Stale)".

**Paperclip version or commit**
- `master` at `e733bdd` (before this change).

**Deployment mode**
- Self-hosted server.

## What Changed

- Added a repository visibility probe to the GitHub external object
provider.
- A 404 for an object now probes the repository metadata with the same
credentials:
- Repository visible: the object genuinely is gone. Keep the not-found
snapshot.
- Repository hidden: return an authorization-required result instead of
a terminal not-found verdict.
- Probe failed (network, rate limit, 5xx): return an unreachable result
and retry later.
- A rate-limited repository probe (403 with `x-ratelimit-remaining: 0`)
is treated as uncertain, not as missing access, so it retries instead of
showing a misleading "Requires auth".
- Re-check previously frozen GitHub not-found objects on their normal
schedule so they self-heal once credentials or repo visibility improve.
A frozen object is only re-checked until a probe confirms the repo is
visible; once confirmed deleted, it is terminal and no longer polled.
- Cleared any terminal verdict when a refresh fails, so a failed refresh
does not freeze an object.
- Kept terminal objects from displaying the "stale" liveness label.
- Matched the inline markdown status label to the pill status label, so
detected-but-unresolved GitHub objects say "Not yet refreshed" instead
of "Not yet resolved".
- Skipped the liveness suffix in markdown links and status icons when it
duplicates the status label (e.g. no more "Requires auth (Requires
auth)").
- Cached repository visibility probes per company+repo + credential
fingerprint, so many objects in the same repo share one probe per
refresh cycle instead of each issuing its own — and a verdict obtained
under one token is never reused by a later refresh running under a
different credential.

## Verification

- Added provider tests for visible, hidden, failed, and rate-limited
repository probes, per-company/per-repo probe caching, and
probe-verified not-found snapshots.
- Added service tests for terminal-object liveness, for re-checking
frozen GitHub not-found objects, and for ensuring probe-verified
not-found objects are never re-queued.
- Added UI tests asserting unresolved GitHub objects render as "Not yet
refreshed" (not "Not yet resolved") and that failed-first-refresh labels
do not repeat the liveness text.
- Ran `npx vitest run src/__tests__/external-objects-service.test.ts` in
`server/`: 34 passed (incl. provider + service suites).
- Ran the external-object markdown/pill/icon suites in `ui/`: 97 passed.
- `ci / Typecheck + Release Registry` and all other CI gates pass on
this head. Local `tsc` could not run to completion in the execution
sandbox (the sandbox memory cap killed it), so CI typecheck is the
authoritative gate.

## Risks

- Low risk. The change is confined to the GitHub external object
provider and the external object service.
- A repo that genuinely does not exist and a private repo both return
404 for the probe. Both now surface authorization-required or a retry
instead of an immediate not-found freeze, which stays re-checkable and
self-heals.
- Re-checking frozen not-found objects adds at most one repository probe
per affected object until the probe produces a definitive verdict, after
which the object is terminal and no longer polled. Probe results are
cached per company+repo+credential, so a credential rotation always
re-probes instead of inheriting a stale verdict.

> 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

- Provider: DeepSeek via OpenRouter, model ID
`openrouter/~deepseek/deepseek-v4-flash-latest`, running inside the
Paperclip opencode adapter (`opencode_local`).
- The model produced and assisted with the reasoning and code changes;
the execution workspace, test suite, and git/PR steps above were run by
the same agent run.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
— the branch name is assigned by the managed execution workspace and the
harness requires keeping it
- [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 on the current head (all `ci /
*`, Greptile, Socket, and review checks pass)
- [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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-11 11:53:21 -07:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: database, shared contracts, server orchestration,
connections, and UI.

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 40bb466d78 fix(ui): align chat connection and recovery cards (#15771)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task pages show external chat connections and recovery notices.
> - These cards use different widths, colors, and spacing.
> - The difference makes related task information harder to scan.
> - This pull request gives these cards one shared surface.
> - The benefit is a consistent task page for chat and email users.

## Linked Issues or Issue Description

**What happened?**

The external chat banner and recovery notice have different backgrounds,
padding, and widths. The first banner needs more space above it.

**Expected behavior**

Connection, recovery, workspace repair, and task email cards use the
same surface. The chat cards have the same width.

**Steps to reproduce**

Open a task with an external Slack conversation and a recovery notice.
Compare the two cards. Open the Tasks / Context notices story to compare
the updated cards with an AgentMail email card.

## What Changed

- Add a shared token-based surface for task context cards.
- Put chat recovery notices in the same width container as the
connection banner.
- Add space above the connection banner.
- Apply the surface to task email cards and workspace export repair.
- Add a Storybook view with per-card width, color, padding, and corner
checks.
- Give the workspace recovery card its own React key to prevent
duplicate connection banners.

## Verification

- Passed `pnpm check:token-gates`.
- Passed 57 tests for ExecutionBlockerNotice, WorkspaceExportRecovery,
and the external chat banner.
- Passed UI typecheck and UI production build.
- Captured desktop and mobile browser screenshots from the real
components with fixture data. The three cards have equal widths,
backgrounds, padding, and corners.
- Full local typecheck needs Cargo, which is absent in the task
environment. Full tests and build could not complete within the
environment memory limit. Remote typecheck, build, all test shards, and
security checks pass on commit e225a8e47. The Canary Dry Run also
passes. Storybook visual/deploy jobs are skipped by workflow policy.

## Risks

- Low risk. Recovery notices move outside the chat panel. Their actions
and API calls stay the same.
- Verify narrow screens and both task layout modes.

## Model Used

- OpenAI GPT-6 through Codex. Tool use and code execution. The runtime
does not expose an exact model variant 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
- [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 10:38:26 -05:00
30c8aa1cc1 fix(ui): remove workspace from task and inbox filters (#15788)
updated 14 checked lines
erclip is the open source app people use to manage AI agents for work
> - The board shows tasks in a list and in the inbox
> - Each of those screens has a filter menu
> - The filter menu includes a Workspace section
> - The list already shows the workspace name, and the user can group by
workspace
> - This pull request removes Workspace from those filter menus
> - The benefit is a shorter filter menu. The workspace label and the
group option stay

## Linked Issues or Issue Description

No public GitHub issue exists for this change. This description follows
the enhancement template.

Related pull request: Refs #15403. That pull request also edits the task
list. It does not remove the Workspace filter.

**What existing behavior does this improve?**

The filter menu on the task list and the inbox.

**Subsystem affected**

ui/ — React + Vite board UI

**Current behavior**

The filter menu shows a Workspace section when isolated workspaces are
on. The user can select one or more workspaces there. The task list also
shows the workspace name as a label. The user can group the list by
workspace. A workspace value in the page address also limits the list.

**Proposed behavior**

The filter menu does not show Workspace. The workspace name stays in the
list. Group by workspace stays. A workspace value in the page address
still limits the task list. A click on a workspace name in the list
still limits the list to that workspace.

**Reason and benefit**

The filter menu repeats a choice that the list and the group control
already give. Removal of that section makes the filter menu shorter.
Saved links that include a workspace value still open the same limited
list.

**Breaking changes**

The filter menu no longer lets the user pick a workspace. A saved
workspace query still works. Decision filters are not part of this
change.

## What Changed

- Remove the Workspace section from the task list filter menu
- Remove the Workspace section from the inbox filter menu
- Keep workspace labels, group by workspace, and workspace query scope
- Update the filter menu test so it checks that Workspace is absent
- Drop a saved workspace selection when preferences load, and keep the
other saved filters

## Verification

- Run `corepack pnpm exec vitest run --config vitest.config.ts
src/components/IssueFiltersPopover.test.tsx
src/components/IssuesList.test.tsx src/pages/Inbox.test.tsx
src/lib/issue-filters.test.ts src/components/IssueColumns.test.tsx` from
`ui/`
- Result: 5 files passed, 111 tests passed
- Open the task list filter menu. Confirm that Workspace is not a
section
- Open the inbox filter menu. Confirm that Workspace is not a section
- Open a task list with a workspace query. Confirm that the list shows
only tasks for that workspace
- Group the task list by workspace. Confirm that the groups still appear
- A browser check of the live screens was not run in this workspace

## Risks

- Low risk. The change removes a menu section. It does not change filter
matching
- A user who used the menu to pick a workspace must use the workspace
label or the page address
- Pull request #15403 also edits the task list. Merge order can cause a
small conflict in `ui/src/components/IssuesList.tsx`

ROADMAP.md does not plan this filter removal. This change does not add a
core feature.

## Model Used

- Provider: xAI
- Model: Grok 4.7
- Capabilities: tool use, code edits, and test execution

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 01:13:35 -07:00
de042e79ef fix(ui): keep code-block pastes in the nested editor (#15773)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People write a routine description in a rich markdown editor
> - That editor contains a nested code block for literal text
> - A paste that starts with a markdown mark, such as a dash, goes to
the outer editor
> - The text does not appear in the code block
> - This pull request sends that paste to the nested editor as literal
text
> - This pull request also adds a copy control next to the Overview
heading
> - The benefit is that a person can keep a routine description in a
code block and copy it to another Paperclip instance

## Linked Issues or Issue Description

**What happened?**

A paste into a code block in a routine description does not appear when
the pasted text starts with a markdown mark, such as a dash. A plain
single line still appears.

**Expected behavior**

The nested code editor receives the paste as literal text. The text
stays in the code block.

**Steps to reproduce**

1. Open a routine and edit the description.
2. Add a text code block.
3. Click inside that code block.
4. Paste a line that starts with a dash.
5. The line does not appear in the code block.

**Paperclip version or commit**

`master` at `3389bea`.

**Deployment mode**

Local dev (pnpm dev)

## What Changed

- The markdown editor does not take a paste that starts inside a nested
code block.
- The same editor is used for descriptions in the routine page and in
the rest of the app.
- The Overview heading has a copy button.
- The button copies the draft description while you edit.
- The button copies the saved description when you do not edit.
- Unit tests cover the paste path and the copy button.
- Screenshots show the heading while you view a description and while
you edit it.

## Screenshots

The copy icon sits next to the Overview title. The heading component is
the production component. The page frame around it is a preview.

![Overview heading while you view a description, light
theme](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-103-pasting-into-text-area/docs/pr-screenshots/pr-15773/overview-view-light.png)

![Overview heading while you edit a description, light
theme](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-103-pasting-into-text-area/docs/pr-screenshots/pr-15773/overview-edit-light.png)

![Overview heading while you view a description, dark
theme](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-103-pasting-into-text-area/docs/pr-screenshots/pr-15773/overview-view-dark.png)

![Overview heading while you edit a description, dark
theme](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-103-pasting-into-text-area/docs/pr-screenshots/pr-15773/overview-edit-dark.png)

## Verification

- Run `corepack pnpm exec vitest run --config ui/vitest.config.ts
ui/src/components/MarkdownEditor.test.tsx
ui/src/components/RoutineSectionHeading.test.tsx
ui/src/lib/routine-description-copy.test.ts` from the repository root.
57 tests passed on the code commit.
- Open a routine description. Paste a line that starts with a dash into
a text code block. Confirm that the line stays in the code block.
- Click the copy button next to Overview. Paste the result into a new
routine. Confirm that the description matches the draft while you edit,
and the saved description when you do not edit.
- Open the screenshots above. Confirm the copy icon is next to Overview
in the view state and in the edit state, in light theme and in dark
theme.
- This workspace did not open a signed-in routine page. The screenshots
render the production heading with the app color tokens.

## Risks

Low risk. A paste inside a code block now stays in that block. A paste
in the rest of the editor still follows the previous markdown path. The
copy button only reads the description text.

## Model Used

xAI Grok 4.7 with tool use. The model wrote this change in a Paperclip
agent run. Context window is large. The model used tools to edit code,
run tests, and capture screenshots.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [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 (no
user docs describe this paste path)
- [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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 00:42:10 -07:00
32745f4e84 feat(issues): keep follow-up parents and show the creation source (#15762)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents delegate work by creating follow-up tasks through the issue
API, the CLI, and the chat `create_task` tool
> - An agent can omit `parentId` when it creates a follow-up from an
ordinary execution task. The API accepts the task as a top-level task.
The task hierarchy does not show where the task came from, even though
the run provenance is recorded
> - The operator must read run history to learn why the task exists.
This is slow and it hides delegated work from the parent task
> - This pull request keeps the parent link for delegated follow-ups by
default, keeps intentional standalone tasks possible, and shows an
access-checked "Created from <task> by <agent>" note on the task page
from the recorded run provenance
> - The benefit is that each agent-created task shows its source without
log inspection, while structural parentage, provenance, and blockers
stay separate concepts

## Linked Issues or Issue Description

Refs #13241 (shows tasks created from a task on the source task page;
this PR shows the reverse direction on the created task)
Refs #9727 (open proposal for creation provenance tracking)

**What existing behavior does this improve?**

Issue creation by agent runs, and the task detail page.

**Subsystem affected**

Server (`POST /api/companies/:companyId/issues`, `GET /api/issues/:id`),
shared types, UI task detail page, CLI `issue create`, Paperclip skill
docs.

**Current behavior**

When an agent run bound to an execution task creates a task and omits
`parentId`, the task is created with no parent. The task page shows no
source. The operator must inspect the run log to find the task that the
agent was working on. The source run and the privacy parent are
recorded, but the UI does not use them.

**Proposed behavior**

- When an agent run bound to an ordinary execution task omits
`parentId`, the server sets `parentId` to that task. The `issue.created`
activity records `parentDefaultedFromRunIssue: true`.
- An explicit `parentId: null` keeps the task standalone. Conversation
runs (chat handoffs), board or user creates, watchdog follow-ups, a run
task the agent may not mutate, a default parent that would cause a
delegation cycle, and a default parent the agent may not create a child
under (for example a protected assignment policy without a grant) also
stay standalone. The server runs the same `tasks:assign` decision with
the defaulted parent in scope before it accepts the default. No request
that succeeded before now fails. An explicit `parentId` is still checked
as before.
- `GET /api/issues/:id` returns `createdFrom` with the source task, the
run, and the agent. The server resolves it from `origin_run_id`, or from
the recorded creation activity for historical rows. It returns `null`
when the viewer may not read the source task or the run, when the run is
from another company, or when provenance is missing.
- The task page shows "Created from <task> by <agent>" in the classic
breadcrumb area and in the streamlined Tasks tab. The note is not a
blocker and it is shown with or without a parent.
- The CLI `issue create` command gets `--standalone`, which sends
`parentId: null`.

**Reason and benefit**

Operators see why a task exists on the task itself. Delegated follow-ups
stay inside the parent task tree, so parent completion and child
wake-ups keep working. Private and cross-company sources stay hidden.

**Breaking changes**

None for the API schema. Agents that create tasks from a run and relied
on the omitted `parentId` to mean "top-level" must now send `parentId:
null` (CLI: `--standalone`). The skill and the spec document this.

## What Changed

- `server/src/services/issue-creation-source.ts` (new): resolves a
task's creation source from the origin run or the creation activity,
scoped to the company, and loads the run-bound task by UUID or
identifier.
- `server/src/routes/issues.ts`: `POST /companies/:companyId/issues`
defaults `parentId` to the run's task when the body omits it (with the
exclusions above) and records the default in the activity log. `GET
/issues/:id` adds the access-checked `createdFrom` field.
- `packages/shared/src/types/issue.ts` and index exports: new
`IssueCreationSource` type and the optional `createdFrom` field on
`Issue`.
- `ui/src/components/task-detail/IssueCreatedFromNote.tsx` (new),
`TaskDetailTasksPanel.tsx`, and `IssueDetail.tsx`: show the creation
source in both task page layouts and count it in the Tasks tab badge.
- `cli/src/commands/client/issue.ts`: `issue create --standalone`.
- Docs: `doc/SPEC-implementation.md`, `doc/CLI.md`,
`skills/paperclip/SKILL.md`.
- Tests: `server/src/__tests__/issue-creation-source-routes.test.ts`
(new), `TaskDetailTasksPanel.test.tsx`, `IssueDetail.test.tsx`.

## Verification

Run the new server route test (embedded Postgres):

```sh
cd server && pnpm exec vitest run src/__tests__/issue-creation-source-routes.test.ts
```

It covers: ordinary delegation gets the parent and `createdFrom`;
explicit `parentId: null` stays standalone but still shows the source;
conversation handoff and board create stay standalone; a would-be
delegation cycle falls back to standalone; a protected source task
without a grant falls back to standalone while an explicit parent still
returns 403; an explicit cycle still returns 409; historical provenance
from the creation activity; missing provenance, a private source for an
outsider, and a cross-company run all return `null`.

Related existing suites that passed locally (11 files, 313 tests):
`issue-created-from-routes`, `issue-create-deduplication-routes`,
`issue-agent-mutation-ownership-routes`, `chat-project-tools`,
`issue-assignee-invokability-routes`, `issue-watchdogs-routes`,
`issue-dependency-wakeups-routes`, `public-mcp`,
`native-runtime/task-creation-backlog`, `issue-access-grants-routes`,
`issue-list-assignee-filter-routes`.

UI:

```sh
cd ui && pnpm exec vitest run src/components/task-detail/TaskDetailTasksPanel.test.tsx src/pages/IssueDetail.test.tsx
pnpm check:token-gates
```

Manual check: as an agent run bound to a task, `POST
/api/companies/:companyId/issues` with only a title. The response has
`parentId` set to the run's task. Open the new task; the page shows
"Created from <task> by <agent>".

The related server suites pass locally (`issue-created-from`,
`issue-create-deduplication`, `issue-agent-mutation-ownership`,
`chat-project-tools`, `issue-watchdogs`, `public-mcp`,
`task-creation-backlog`, `issue-access-grants`,
`permissions-upgrade-boundary`). The full `pnpm -r typecheck`, `pnpm
test:run`, and `pnpm build` were not run locally because the sandbox has
a 4 GB memory limit and the TypeScript compiler is killed on the server
project; the CI gates on this PR cover them.

## Risks

- Behavior shift for agent clients: a run-created task without
`parentId` now becomes a child of the run's task. Clients that want a
top-level task must send `parentId: null`. The watchdog, conversation,
and board paths are excluded, and the default never adds a blocker.
- The default parent inherits the parent's execution workspace, which
run-created tasks already inherited from the run's task.
- `createdFrom` adds one run lookup, one issue lookup, one access
decision, and one agent lookup to the task detail request. It is skipped
when the task has no origin run and no creation activity with a run.
- Privacy: the field returns `null` unless the viewer can read the
source task and the run, so a private source is indistinguishable from
missing provenance.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`), Anthropic, run through Claude
Code in a Paperclip-managed execution workspace with tool use, shell
execution, and a local embedded Postgres for 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-10 00:40:08 -07:00
DottaandPaperclip 3ec7309d91 feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.

## 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 an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. 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 additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.

## Verification

- Master 3389bea708 is integrated. Database/shared builds, server
typecheck, migration upgrade/replay checks, and 46
communication-guidance/provider/protocol tests passed.
- The final persistence suite passed 85 real-database tests. Five
focused native continuation/authorization regressions passed. Five
callback ownership/rotation tests passed after the last runtime repair.
- Review repairs cover reconnect ownership, current caller authority,
duplicate delivery, multipart answers, task-page answers, guest question
handling, and saved sandbox recovery.
- A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a
correct disk-space answer. This did not establish live-call playback.
- Full local typecheck/build passed before the final repairs; focused
typechecks passed after them. Latest-head CI runs the repository gates.
- The separate integrated browser qualification passed two journeys and
failed browser answer retrieval. The feature remains experimental. The
report in #15729 records this failure and outstanding real-provider
acceptance.
- No lockfiles are included. Speko migrations follow master as
0324–0330.

## 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>
2026-10-09 21:54:11 -05:00
DottaandPaperclip 417db14e7d fix: show credential access errors in task chat (#15741)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use AI connections to run tasks for a responsible user.
> - A connection can deny access when its owner has not shared it with
that user.
> - The task conversation hides this cause behind a collapsed failure
marker.
> - People need to see which connection blocked the agent and how to fix
it.
> - This pull request shows an expanded access error in the task
conversation.
> - The error names the agent and connection, and links to the agent's
AI settings.

## Linked Issues or Issue Description

**What happened?**

A task could fail because its responsible user could not use the agent's
AI connection. The user saw a temporary error toast and a collapsed task
failure. The task did not clearly explain the access problem.

**Expected behavior**

The task should show a visible error that names the agent, the
connection, and the person who lacks access. For example: "Codie is
configured to use Dotta's API Key, but you don't have access to that
credential." It should offer a link to change the AI connection.

**Steps to reproduce**

1. Configure an agent with a personal AI connection.
2. Start a task for a user who cannot use that connection.
3. Open the task after the run fails.
4. Check that the access error stays visible and links to AI settings.

Refs #15714. That change classifies expected connection-sharing denials.
This change makes the same failure clear in task chat.

## What Changed

- Keep the connection display name in private error metadata when a
sharing check denies access.
- Store a private grant reference for the name visibility check. Use one
rule for task summaries and full run responses. Show the name to the
affected user and the connection sharing audience. Other task readers
see a generic label. Strip grant IDs from public run responses.
- Show an expanded error card for native and legacy task runs. Use "you"
only when the viewer is the responsible user.
- Link to AI settings and the failed run. Preserve names on resumed
native runs. Hide the old error after a newer successful attempt.
- Add full task-page Storybook examples, focused tests, and design
guidance.

## Verification

- Passed 249 focused tests for task chat, error text, private error
metadata, and the real database run summary. These include resumed
native runs and viewer access rules.
- Passed all UI token gates on the rebased branch.
- Checked the production task page in Storybook. Verified the viewer's
error, another user's error, mobile layout, and a newer successful
attempt.
- Passed `pnpm -r typecheck` and `pnpm build` in a clean checkout with
Node 24 and the pinned pnpm version. Passed the final server typecheck
after the response filter changes.
- Passed the real database route regression for the connection owner,
affected user, and another task reader. Passed the registered secret
redaction tests.
- The local route checks needed `--testTimeout 60000` for cold imports.
A broader local route run hit cold-import timeouts and an old fixture
assertion that is now fixed. The duplicate local `pnpm test:run`
aggregate was stopped to free resources. The full suite passed in CI
with the normal timeouts.
- Passed the full [final-commit CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/37996148342),
including all server, UI, runner, browser, typecheck, build, and canary
packaging gates. All 54 executed checks passed; two Storybook jobs were
skipped. Greptile reviewed the final commit at 5/5 with no remaining
findings, and every review thread is resolved.
- Review the Storybook group `Task / Credential access` for the notice
and full task-page examples.

## Risks

- Only the allowed connection display name enters the compact run
summary. Credential secrets, grant IDs, and arbitrary error details do
not enter it.
- Existing runs can lack the connection name. They show a clear fallback
message.
- The notice uses the existing task-run relevance rules. A newer attempt
or a completed task hides the old failure.
- No schema migration or API permission change is required.

## Model Used

OpenAI GPT-6 through Codex, with tool execution and browser
verification. The exact serving variant 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 17:06:54 -05:00
DottaandPaperclip 26d71d8def Fix human author identity and viewer-relative alignment in task chat (#15494)
Preserve human author identity in task chat and align only the current viewer on the right. Show other humans and agents on the left with their own identity. Include mixed-author Storybook journeys and regression coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 17:04:20 -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 5cf90417d6 fix(ui): confirm cancellation from monitor cards (#15735)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - A task monitor schedules a later agent check.
> - The monitor card shows when that check will run.
> - The card has no direct control to cancel the monitor.
> - This change adds an X button and a confirmation dialog.
> - The operator can stop the scheduled check from the card.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The monitor card on the task page.

**Current behavior**
The operator must open task properties to clear a monitor.

**Proposed behavior**
Select the X in the top right of the card. Select Keep monitor to leave
the schedule in place. Select Cancel monitor to remove the scheduled
check.

**Reason and benefit**
The operator can cancel the monitor where its schedule is shown.
Confirmation helps prevent an accidental cancellation.

**Breaking changes**
None. The change uses the existing task update API.

## What Changed

- Add an accessible X button at the top right of the monitor card.
- Confirm cancellation before the task update.
- Keep the dialog open with an error if the update fails.
- Preserve the other execution policy settings and refresh the task
after success.
- Reject stale policy writes under the task row lock with an optional
expectedExecutionPolicy snapshot.
- Document the snapshot field and add a database test for stale
cancellation.
- Restrict snapshot requests to policy-only edits before
execution-control actions.
- Add seven route tests for rejected mixed requests and absent policy
updates.
- Keep automatic retry waits separate from monitor cancellation.
- Add component and task page tests.

## Verification

- `pnpm check:token-gates` passed.
- Monitor banner and task page tests passed: 199 tests. A targeted
database test and seven route tests also passed.
- UI typecheck and production build passed.
- Open a task with a scheduled monitor. Select X, then Keep monitor. The
schedule must remain.
- Select X, then Cancel monitor. The card must disappear after the
update.
- Local full build reached the Rust runner build but could not complete
because Cargo is absent. CI must verify the full build.
- Full repository typecheck, build, test suites, and E2E checks passed
in CI for the final commit. Local full checks were limited by missing
Cargo and workspace memory.

## Risks

- Low risk. Cancellation uses the existing company access checks and
activity log.
- A cancelled monitor no longer wakes the agent. The dialog explains
this effect.

## Model Used

OpenAI Codex, GPT-6. The runtime does not expose a more specific model
ID or context window size. Used code editing, shell commands, and 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>
2026-10-09 16:38:04 -05:00
DottaandPaperclip c5f7713dd4 fix: clarify native tool use for external agents (#15734)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External agents keep their own tools and app connections.
> - The Paperclip assignment catalog controls the Paperclip bridge.
> - Dot treated a qualification test restriction as a rule for later
work.
> - Existing prompts did not clearly separate these two tool sources.
> - This pull request tells agents to use their own capabilities and
return results to Paperclip.
> - The benefit is that a missing Paperclip app does not block an
available native capability.

## Linked Issues or Issue Description

Related work: #15722 and #15691. I searched open PRs for Dot tool
guidance and found no duplicate.

**What happened?**
After a qualification test, Dot refused a Slack request because the test
Paperclip agent had no assigned Slack app. Dot already had a working
Slack connection in ChatGPT. It carried the test's plugin restriction
into a later task message.

**Expected behavior**
An external agent uses its own available tools, apps, plugins, skills,
and capabilities to complete the current request. It then returns the
result through Paperclip's task reporting and completion tools. The
assignment catalog limits Paperclip calls. It does not disable the
agent's native tools.

**Steps to reproduce**
1. Connect a Dot that has a native Slack connection.
2. Complete a Paperclip qualification task with a restriction scoped to
that test.
3. Send a later task message that requires Slack.
4. Observe that Dot can mistake the Paperclip catalog for its full tool
inventory.

**Deployment mode**
Observed on Cloud staging with the Dot Runner.

## What Changed

- Add shared tool-use guidance for external-agent onboarding and Dot
setup.
- Include it in the server onboarding document, pairing response, event
instructions, and capability response.
- Clarify the tool descriptions on both Dot bridge paths.
- Include the same guidance in each Dot Runner assignment without adding
a shared-package dependency to the standalone Runner.
- Document native tool use and the scope of test restrictions.

## Verification

- The 49 relevant onboarding, Dot invitation, and Runner context tests
passed. The final UI run passed 29 tests. The updated plain-text
renderer run passed all 4 tests.
- Full workspace typecheck, full workspace build, and design token gates
passed. All current-head CI gates passed, including full tests, Runner
verification, and browser E2E. Greptile is 5/5 on the exact final
commit, and the one review finding is resolved.
- The real Dot received the standing correction and confirmed that it
will use its relevant tools and connections, return results through
Paperclip, and stop carrying the test restriction forward.
- Extended the existing plain-text renderer test to check native Slack
access, qualification-test scope, and the Paperclip denial boundary.
This covers agents that receive only the onboarding.txt URL.
- The full Vitest suite passed in CI. The earlier local Cloud
qualification run encountered failures in unchanged suites; this
follow-up uses focused local tests for the instruction changes.

## Risks

This changes instructions, not access checks. Native tools retain their
own permissions and approval requirements. Paperclip operations remain
scoped to the authorized company, agent, and task. Agents must not use
another connection or identity to bypass a denial. There is no database
migration or new permission grant.

## Model Used

OpenAI GPT-6 through Codex. Used reasoning, repository tools, and
browser control. The runtime does not expose a more specific model 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
- [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 16:20:38 -05:00
DottaandPaperclip b6b3cb3761 Fix unavailable workspace branches with an inline repair and retry (#15726)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Isolated workspaces must resolve a starting Git ref before an agent
starts.
> - A task can explicitly select a branch that the repository does not
have.
> - The current recovery notice calls this a missing secret and offers
no branch repair.
> - This pull request explains the branch failure and adds a task-scoped
repair action.
> - Operators can correct the branch and request a guarded retry from
the task thread.

## Linked Issues or Issue Description

Related: Refs #11892 added unresolved-ref recovery. Refs #15719 added
bounded failure diagnostics. This change uses that recovery path and
adds its operator repair UI.

**What happened?**

A task that selects `main` in a repository with only `master` stops
before the adapter starts. The task shows a missing-secret message and a
generic retry. Repeating the run cannot fix the stored branch setting.

**Expected behavior**

Explain that the starting ref could not be resolved. Offer a verified
repository default, or let the operator enter a branch. Save only the
task's starting branch and retry its recorded owner through the existing
admission gates.

**Steps to reproduce**

1. Create an isolated-workspace task in a repository with `master` and
no `main`.
2. Set the task's base ref to `main` and assign an agent.
3. Wait for the configuration failure.
4. Use the inline branch repair and confirm the agent completes in a
worktree based on `master`.

## What Changed

- Replace the missing-secret diagnosis for unresolved workspace refs.
Keep uncertain fetch/access failures described as uncertain.
- Read the remote's advertised default branch with the existing Git
credentials and a bounded timeout. Do not guess or silently change the
branch.
- Add an atomic branch repair to the existing recovery resolution
endpoint. Check company access, board runtime permission, incident
identity, current owner, task/project state, dependencies, interactions,
approvals, budget, and active execution before requesting a retry.
- Preserve the effective inherited workspace setup when saving the task
branch override, and attach one repair notice per failed run even when
the incident is reused.
- Bind the shared repair card to the exact recovery notice and failed
run in both task-thread renderers. Validate branch syntax and prevent
duplicate submissions.
- Add Storybook examples, regression tests, and a documented local
acceptance fixture with a real Git repository and process adapter.

## Verification

- Red/green regressions cover the repair endpoint and preservation of
inherited agent setup. The regression failed before each fix and passed
afterward.
- Focused integration suite: 162 tests passed; task-thread/card suite:
230 passed. After review refinements, all 13 repair-route tests, 10 card
tests, 77 recovery-action tests, and the repeated-failure heartbeat
regression passed locally.
- Real browser acceptance passed for suggested-branch and custom-entry
repairs. Invalid syntax left the task blocked. Both valid repairs ran
the authenticated worker in a real isolated worktree and reached Done;
reload preserved the result.
- Repeated failures reused the recovery incident and retained an
actionable notice on the latest run. The inherited-setup journey
verified the provisioned file, agent branch template, worktree parent
directory, and actual Git commit before completing. [Before/after
screenshots](https://github.com/paperclipai/paperclip/pull/15726#issuecomment-6088734666).
- Full local typecheck and build passed; server typecheck passed again
after review fixes. Token gates passed.
- The monolithic local Vitest run was stopped after resource-contention
timeouts and stale assertions. Targeted regressions were rerun; the full
CI matrix passed on final revision
`26c543ff490bec29ddc77a49ee532c7f84fb96dc`. One signoff E2E
worker-cancellation failure passed on a rerun without code changes. The
two opt-in Storybook workflow jobs were skipped; the Storybook journey
was checked manually.
- Repeat the live journey with `tests/e2e/workspace-base-ref/README.md`.
Storybook examples use simulated callbacks and are not the live
acceptance proof.

## Risks

- Default-branch discovery can add up to 10 seconds to an unresolved-ref
failure. Lookup failure leaves manual entry available.
- A valid branch name can still be absent or inaccessible. The retried
workspace preparation remains authoritative and can block again with new
evidence.
- Retry remains subject to normal admission gates. The repair changes
only the task override; it does not alter project or agent defaults.
- No database migration or new dependency.

## Model Used

OpenAI GPT-6 through Codex, with tool execution, repository analysis,
and browser testing. The exact serving variant 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 15:56:14 -05:00
Devin FoleyandPaperclip 98e3cec78e feat(costs): report monthly subscriptions beside API spend (#15634)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Costs page reports API charges and subscription token usage.
> - Subscription runs do not show the recurring fee paid for the
account.
> - Several agents can share one paid seat, so a fee per agent would
overstate cost.
> - This pull request identifies connected subscription accounts and
reports each monthly fee once.
> - Users can compare API spend and subscription costs, see uncertainty,
and enter their actual price.

## Linked Issues or Issue Description

Refs #498 and #3406 for related subscription reporting needs. This
change does not add subscription budget enforcement or automatic
optimization.

Related prior approaches: #10544 and #11104 proposed API-equivalent
token costs for subscription work. This PR reports recurring account
fees separately from usage charges and budgets. A search found no open
PR for monthly account fee reporting.

**Subsystem affected**
Costs, managed AI connections, shared contracts, database schema, and
board UI.

**Problem or motivation**
An organization can pay for subscriptions even when included runs record
no additional dollar charge. The Costs page cannot show that monthly
commitment or distinguish a shared paid seat from several separate
seats.

**Proposed solution**
Discover account identity from the managed connection selected for a
run. Use exact known plans for labeled monthly list-price estimates.
Keep ambiguous plans and unconfirmed identities unpriced until the user
supplies a price. Sum current monthly fees separately from date-filtered
API charges and token usage.

**Alternatives considered**
A fee per agent double-counts shared accounts. Token-based API price
estimates do not measure the recurring subscription fee. Provider
invoices would be more exact but are not available through these account
credentials.

**Roadmap alignment**
Extends the shipped Better Budgeting and Personal & Shared AI Accounts
capabilities. The feature and UI were reviewed with the maintainer
before this PR.

## What Changed

- Add company-scoped subscription accounts, connection bindings, and
immutable price revisions in replay-safe migration 0322.
- Identify OpenAI workspace/seat and Claude organization/account pairs
only after provider authentication. Keep provisional records
grant-scoped; unchecked ID-token claims cannot combine accounts or grant
billing editors. Keep credentials and raw provider identities out of
reports.
- Attach the selected subscription to new run receipts. Resolve
duplicate aliases without rewriting old monetary receipts.
- Add cached background discovery with four provider checks and twenty
discovery requests at a time. Accepted requests wait for capacity;
excess requests receive HTTP 429 and a UI retry action. Preserve saved
prices and observations when a provider check fails. Dashboard polls
load current prices only; audit revisions stay in the database.
- Support owner-controlled monthly or annual prices, fractional-cent
precision, separate currency totals, tracking status, and duplicate
linking. Preserve both personal owners and shared-account managers when
discovery finds the same paid seat.
- Show API spend beside monthly subscription commitment, with separate
token totals and clear estimate labels. Account details and fee totals
follow billing-owner/shared-audience visibility; company-wide token
totals remain available to cost readers.
- Use consistent amount and estimate badge formatting for agent, user,
project, and model rows.
- Add real PostgreSQL tests, route authorization tests, UI tests,
interactive Storybook fixtures, and operator documentation.

## Verification

- Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53
checks, with two checks skipped. This includes the full test matrix,
browser tests, build, typecheck, migration policy, canary packaging, and
security checks.
- Greptile Apex reviewed that exact head at 5/5 with no unresolved
findings.
- Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`,
migration safety checks, and `git diff --check` passed.
- All 238 focused tests passed across accounting, subscription
persistence, authorization, UI, migration replay, and snapshot drift.
- The expanded local chat suite passed 1,149 tests. Two cases failed
because this workspace found an unrelated ancestor skill directory; both
passed unchanged in an isolated checkout. The full local Vitest command
was not repeated after the rebase because of this environment issue. CI
covered the complete test matrix on the final head.
- Migration `0322_reflective_kree.sql` follows master's
`0321_acoustic_human_fly.sql`. Its snapshot and journal were
regenerated. Master's migration and snapshot are unchanged. The
subscription SQL retains its original content and hash.
- Disposable PostgreSQL upgrade fixtures applied master's added
lifecycle and Slack migrations without changing saved subscription
prices or cost receipts. The renamed subscription migration was
recognized by hash, retained one history row, and a second migration run
was a no-op.
- Regression tests cover provider capacity, fractional-cent edits,
billing visibility after grant revocation, and
fixed-price/credit/unknown usage. The new UI billing-label tests fail
against the old wording and pass with the fix.
- Browser checks passed for desktop and mobile layouts, shared-account
totals, annual price edits, unknown prices, and stale provider data.
- A live OpenAI account probe returned HTTP 200 and a verified Pro
account identity. The generic Pro plan correctly remains unpriced.
- Live Claude discovery identified Max 20x and a $200/month estimate.
Two real Claude agent runs were attributed to that same account, with
two usage receipts, two agents, one monthly fee, and zero additional
usage charges. Two OpenAI connections also deduplicated to one account.
- Live Codex execution is not verified: both Paperclip's managed hello
test and a direct host `codex exec` fail with a workspace-routing
authentication error. The current credential passes the usage API probe.
This is separate from the successful account-discovery check.
- A local performance fixture with 50,000 usage events and 5,001 saved
price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms
maximum over ten warmed runs. PostgreSQL used the subscription/revision
index to read one current price row. These are local measurements, not a
production latency guarantee.
- [Desktop, account details, and mobile
screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/)
show the production Costs page with synthetic Storybook fixtures.
- To inspect the UI, run `pnpm storybook` and open **Costs /
Subscriptions**. Edits there change fixture data only.

## Risks

- Provider plan identifiers can change. Unknown plans remain unpriced.
Automatic prices are estimates before tax; discounts and negotiated
prices require a user-supplied amount.
- Subscription fees describe the current monthly commitment. They do not
follow the selected usage date range and do not consume agent budgets or
create finance events.
- Monthly fees cover only accounts visible to the viewer; company-wide
token totals retain their existing scope.
- Legacy or unmanaged usage can remain unattributed. Unconfirmed
identities require manual prices and may need explicit duplicate linking
after credential changes.
- Disconnecting a connection does not prove provider billing stopped.
Users must end or exclude tracking explicitly.
- Migration 0322 adds tables, a nullable cost-event column, and an
index. It is replay-safe, but normal migration locks still apply.

## Model Used

OpenAI Codex, based on GPT-6. This session did not expose a more
specific backend model ID or context-window size. Capabilities used:
code editing, shell execution, database tests, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 13:38:01 -07:00
DottaandPaperclip cb291bf129 Fix Dot Cloud invitation and anonymous consent setup (#15722)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Dot joins through a public MCP connection and the Runner task
system.
> - A new hire must connect before its lifecycle can become ready.
> - The invite UI treated the hire's temporary paused status as a manual
pause.
> - Anonymous Cloud consent also reloaded after protected background
probes returned 401.
> - This pull request fixes both gates without changing server access
checks.
> - The benefit is that a new Dot can complete Cloud setup and the UI
waits for actual readiness.

## Linked Issues or Issue Description

Related merged work: #15691 and #15581. I searched open Dot PR and issue
titles. I found no duplicate.

**What happened?**
A new Dot invite displayed “Resume this agent before connecting Dot.”
The hire was preparing or verifying. The anonymous Cloud consent page
remained on “Loading connection request…” because background
tenant-session failures caused repeated document reloads.

**Expected behavior**
The invite must issue a setup prompt when the server permits connection
setup. Public Dot consent must load without a board session. The Done
button must wait for both the binding and agent lifecycle to become
ready.

**Steps to reproduce**
1. Enable Dot, Assistant connections (MCP), and the native Runner on a
Cloud test tenant.
2. Choose New Agent, Invite an external agent, then Dot.
3. Observe the false resume gate on the new hire.
4. Open the plugin's public Dot consent page in a browser without a
tenant board session.
5. Observe the loading loop after a protected background probe returns
`tenant_session_required`.

**Paperclip version or commit**
Reproduced on `556daf9a99e8674f9c4a1c38ac20ae9adafdd417`.

**Deployment mode**
Cloud staging with a managed Daytona Runner. No production tenant
changes.

## What Changed

- Return lifecycle state and connection setup authority in the operator
Dot binding response.
- Use that authority to prepare prompts during hire preparation and
verification.
- Continue polling after event readiness until the agent lifecycle is
ready.
- Keep expected tenant-session failures from reloading an exact public
Dot consent route.
- Classify Dot consent as a global route. Retain board session and
archived-stack recovery.
- Add regression tests and update the Dot deployment documentation.

## Verification

- Before the fix, regression tests reproduced the false pairing gate and
anonymous consent reload.
- After the fix, 34 Dot invitation tests and 51 public consent/API/route
tests passed before rebasing.
- Full workspace typecheck, full build, final UI typecheck, and design
token gates passed locally. All current-head CI gates are green,
including full tests and browser E2E.
- The final UI regression run passed 80 tests. The broad local test run
has reported failures in unchanged chat, OAuth-tool-access, and
native-resume suites while running alongside other development
instances; the equivalent isolated CI lanes passed. The broad local run
was stopped after these failures to release local resources; it is not
claimed as passing.
- Live Cloud qualification passed OAuth discovery, the approved agent
grant, ChatGPT account handoff, a signed event subscription, and the
inbox readiness challenge. The agent became ready and normal scheduling
launched the managed Runner. A real Dot accepted the task, read its
context, wrote and verified a document, posted a comment, and completed
through paperclip_finish and paperclip_dot_finish. The task persisted as
Done after reload, and the successful turn's sandbox was destroyed with
a successful cleanup receipt.
- Restarting the existing Dot refreshed its newly installed plugin
actions. The first Daytona allocation remained creating and hit the
acquisition deadline; a bounded normal retry acquired a sandbox and
launched through authenticated provider ingress. The earlier allocation
still rejects deletion while creating (HTTP 409), so its failed-run
cleanup remains pending.
- After deployment, use a real Dot to open the consent page without
board credentials, pair, confirm task events, and finish an assigned
task through the managed Runner.

## Risks

The operator binding response has two new required fields. Server and UI
must deploy together. The recovery exception only applies to a valid Dot
consent pathname and tenant-session 401 responses. It does not expose
protected APIs or suppress archived-stack recovery. No schema migration
or agent permission change is required.

## Model Used

OpenAI GPT-6 through Codex. Used reasoning, repository tools, test
execution, and browser control. The runtime does not expose a more
specific model 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
- [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 15:19:33 -05:00
DottaandPaperclip 3fc64c5156 feat(slack): add Require at-mention setting (#15612)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack messages can create tasks and continue existing tasks.
> - A reply in a subscribed thread can start agent work without a new
mention.
> - Some users want to control each reply with an explicit bot mention.
> - This pull request adds a Require at-mention setting to Slack app
settings.
> - The setting checks new messages and queued messages before they
start work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Slack app settings and the rules that admit inbound messages.

**Subsystem affected**

Server, UI, database, and shared API contracts.

**Current behavior**

After the bot joins a thread, an ordinary reply can wake the agent.
Direct messages do not need a bot mention.

**Proposed behavior**

Add Require at-mention below Allow direct messages. When enabled, each
channel message, thread reply, and direct message must mention the bot.
Direct messages must also be allowed.

**Reason and benefit**

Users can prevent ordinary conversation from starting agent work.

**Breaking changes**

New Slack connections require a bot mention by default. Existing
connections keep their saved setting. Work that has already started is
not cancelled.

**Additional context**

A search for existing at-mention PR titles found no duplicate.

## What Changed

- Add the endpoint field, schema validation, API response, and UI
toggle. New Slack connections enable the setting.
- Add an idempotent database migration and generated metadata. Renumber
it to 0321 after current master.
- Check the current setting at inbound admission, task mutation, and the
first heartbeat queue claim.
- Keep Slack tool access and recovery for already-running work when the
setting changes.
- Cancel queued batches that contain an unmentioned input, including
coalesced messages.
- Dispatch promoted follow-ups after the scheduler releases its agent
start lock. Preserve these checks in the new queue and run-control
modules.
- Filter unmentioned messages without retaining their content.
- Keep provider-message deduplication and existing access checks.
- Add thread, DM, duplicate-delivery, queued-message, and new-connection
default regression tests.
- Document the setting and its scope.

## Verification

- Previous head `16791bb7`: typecheck, build, all server shards, Runner
checks, and E2E passed. Two chat shards failed in three fixtures that
used unmentioned Slack messages.
- Update setup follow-ups to mention the Slack bot. Disable the mention
rule explicitly in the callback ordering test, which tests ordinary
subscribed replies.
- Previous local checks passed: six Slack integration cases, all 46
durable chat scheduler tests, all 24 queue/run-control tests, migration
safety, and UI token gates.
- Greptile reviewed `16791bb7` with 5/5. All review threads are
resolved.
- Head `53163c20f`: all five focused integration cases passed. These
cover all three prior CI failures and both default-on channel/DM cases.
Fresh CI and Greptile are running.
- Full local recursive typecheck, build, and repository tests were not
repeated for this fixture-only change. CI supplies these checks.
- Manual check: create a Slack connection. Require at-mention must be
on. An ordinary thread reply or DM must not wake the agent. A bot
mention must wake it once. Disable the setting and confirm ordinary
replies work again.

## Risks

- The migration adds a non-null boolean with a false default. Apply it
before the new server runs.
- The setting also applies to DMs. The UI help text states this.
- Enabling it blocks queued unmentioned work but does not cancel a run
that has already started.
- Full local verification is limited by the environment constraints
above; latest-head CI must pass before merge.

## Model Used

OpenAI GPT-6 (Codex agent), with reasoning, tool use, and code
execution. The runtime does not expose a more specific model version 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
- [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>
2026-10-09 14:03:02 -05:00
Nicky LeachandPaperclip 5badea4798 Use the agent lifecycle contract for plugin setup and status (#15391)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Some plugins must prepare resources before an agent can work.
> - Those resources must stop or be removed when the agent pauses or
terminates.
> - The agent lifecycle module now owns these steps and their durable
completion.
> - Plugins use its required callback contract instead of a separate
readiness query.
> - This PR documents that contract and shows its progress and retry
action on the agent page.

## Linked Issues or Issue Description

Refs: #15631

**Subsystem affected**

Required plugin lifecycle work and the agent detail page.

**Problem or motivation**

The lifecycle module exposes `onAgentLifecycle` and
`agents.lifecycle.manage`, but the plugin authoring guide does not
explain their use. The agent page displays legacy status. Setup
therefore looks paused and offers Resume. Termination leaves the page
before resource cleanup completes.

**Proposed solution**

Use the callback, admission guards, persisted state, and retry route
supplied by the lifecycle module. Show pending phases and fixed host
errors. Keep the detail page open during incomplete termination. Use
lifecycle state for pause and resume controls.

**Alternatives considered**

A separate plugin readiness query would duplicate the module's state and
admission rules. The final diff contains no readiness API, database
commit hooks, or second admission check.

## What Changed

- Document the manifest declaration, callback results, phase ordering,
capability scope, retry behavior, and provider revision requirements.
- Correct SDK comments for lifecycle, routing, and external object
callbacks.
- Show preparation, verification, pause, resume, termination, and
cleanup progress from the existing agent fields.
- Refresh pending steps every two seconds and other states every thirty
seconds. Keep these reads separate from the agent record used by
editable forms. Use the existing authorized retry route for failed
steps.
- Offer Pause during setup. Disable pause and resume while stop or
cleanup is incomplete. Keep cleanup failures reachable on the detail
page. Disable new work after termination starts.
- Test required resource work across setup, pause, resume, and confirmed
deletion. Test every worker callback phase, missing handlers, retry
authorization, and UI behavior.

## Verification

- Focused UI tests: 139 passed across lifecycle status, action buttons,
API tests, and the configuration form. A regression preserves unsaved
edits during an in-flight lifecycle refresh and a failed refresh.
- Focused host and shared tests: 113 passed across lifecycle
integration, retry authorization, plugin RPC, and manifest validation.
The database suite used isolated local PostgreSQL 18 through a temporary
loader outside the repository.
- Module boundary tests: 11 passed. Module import/write checks and UI
token gates passed.
- Plugin SDK build, server direct TypeScript check, and UI TypeScript
check passed.
- `git diff --check` and an added-line secrets/private-reference scan
passed. Fixtures use synthetic identities.
- Full `pnpm -r typecheck` and `pnpm build` passed using the existing
local Rust toolchain.
- Visually checked all six progress phases with the application
components and styles. Captured preparation and cleanup failure
screenshots from the production UI build with synthetic API data;
artifacts are kept outside git.
- Full local `pnpm test:run` was attempted and stopped after a
native-runner failure reproduced in isolation:
`native-session-resume.test.ts` / `archives a damaged prior epoch before
completing guarded same-task replacement with real runnerd` returns a
failed Codex fixture result instead of success. The native-runtime and
runner trees are unchanged from the base. No full local test pass is
claimed.
- All latest-head CI checks passed, including test shards, verification,
E2E, and the canary packaging check. Greptile reviewed commit
`96473e03a` at 5/5 with no unresolved comments.

## Risks

- Selected required plugins remain a dependency for lifecycle
completion. The lifecycle module retains their requirements when a
plugin is disabled or removed.
- Plugins must make repeated provider operations safe and fence older
revisions. Host revision checks do not cancel external requests.
- Polling adds one agent-detail read every two seconds during pending
work and every thirty seconds otherwise.
- No schema change, private VM provider implementation, resource
backfill, or deployment is included. No live provider test was run.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
editing, and command execution. The exact model revision and context
window were not reported by the 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 linked existing issues or described the issue in-PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no unresolved comments
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 11:15:24 -07:00
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
Dotta 41fec8c892 fix: show notification actors and avatars, and hide self-actions (#15695)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Task notifications tell people who changed a task.
> - The authenticated event stream removed the actor ID and type.
> - The UI then showed “Someone” and could not hide the viewer's own
actions.
> - Toasts also had no field or renderer for an actor avatar.
> - This pull request keeps authorized actor identity and shows the
existing person or agent avatar.

## Linked Issues or Issue Description

**What happened?**
Authenticated task notifications showed “Someone.” A person's own
actions could produce notifications. Toasts showed a colored dot instead
of the actor's avatar.

**Expected behavior**
Show the actor's name and avatar. Hide notifications for the viewer's
own task actions.

**Steps to reproduce**
1. Sign in to an authenticated instance.
2. View a page other than the task being changed.
3. Create or update a task, or add a comment.
4. Observe the generic name and the notification for your own action.

## What Changed

- Keep actor IDs and types after the existing task access check.
- Read only the actor's name, photo, or agent appearance from
company-scoped records. Do not forward task details or comments.
- Supply names and avatars even when the browser has no cached
directory.
- Carry actor data through the toast provider. Use the existing person
and agent avatar components.
- Identify the local trusted viewer so that self-actions are also hidden
there.
- Add tests for authenticated event delivery, hidden tasks, private
details, self-actions, names, agent appearance, and avatar rendering.

## Verification

- Passed: 71 UI tests across LiveUpdatesProvider, ToastContext, and
ToastViewport.
- Passed: 11 server tests across live-events-toast and live-events-ws.
The added tests assert the actual SQL filters and bound company, actor,
and active-membership values.
- Passed: UI typecheck (`cd ui && ../node_modules/.bin/tsc -b`).
- Passed: UI production build (`cd ui && node_modules/.bin/vite build`).
- Passed: `pnpm check:token-gates` and `git diff --check`.
- The full `pnpm -r typecheck` and `pnpm build` could not complete
because this environment has no Rust `cargo` executable.
- The full `pnpm test:run` did not complete. Broad validation exceeded
the 4 GB sandbox memory limit. The full test run was stopped; the
focused tests were then run successfully.
- Manual review: use two signed-in people, make task changes from each,
and confirm only the other person's toast appears. Repeat with an agent
and check its avatar.

### Avatar screenshots

Production toast components with sample identities. These isolated
browser renders cover the person image and the agent custom avatar in
both themes.

![Person and agent notification avatars in light
mode](https://raw.githubusercontent.com/paperclipai/paperclip/fix/notification-actor-identity/docs/pr-screenshots/pr-15695/notification-avatars-light.png)

![Person and agent notification avatars in dark
mode](https://raw.githubusercontent.com/paperclipai/paperclip/fix/notification-actor-identity/docs/pr-screenshots/pr-15695/notification-avatars-dark.png)

## Risks

- Task toast events add a small profile read per authorized viewer.
Other task actions retain IDs without a profile read.
- Deleted or unavailable identities use an ID-based label. People
without a photo use initials.
- Access checks and task-detail filtering remain in place. There is no
database migration.
- All CI checks passed on the first commit, including full typecheck,
build, test shards, and browser suites. The updated commit must pass CI
again. The PR is ready for review. CI and Greptile must pass on the
updated commit.

## Model Used

- OpenAI GPT-6 through Codex, with code editing and tool execution. The
exact deployment model ID and context window were not exposed to this
run.

## 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 (focused suites listed
above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
(behavior and validation are recorded above; no command or configuration
change)
- [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
2026-10-09 12:34:10 -05:00
DottaandPaperclip 0726a00e80 feat(apps): qualify Bitly, Context7, Hugging Face and Resend MCP (#15686)
## Thinking Path

> - Paperclip lets people manage AI agents and govern their tools.
> - Apps already supports provider-hosted MCP servers.
> - Useful providers still need real setup and read proof before Browse
exposure.
> - Browser testing found a Bitly token-format failure and an OAuth
callback that replaced an explicit empty agent selection.
> - This PR qualifies four provider methods and fixes those shared OAuth
paths.
> - Providers that still need login or approval remain withheld from new
Browse listings.

## Linked Issues or Issue Description

Refs: #15621, the merged hosted MCP qualification batch. Searches found
no duplicate Bitly or Context7 implementation PR.

**What existing behavior does this improve?**

Apps setup, provider MCP discovery, token exchange, and saved agent
access through an OAuth callback.

**Subsystem affected**

Shared Apps definitions, the server tool-access service, and the UI
setup/recovery route.

**Current behavior**

Bitly's callback can fail with `oauth_access_token_missing` when its
token response is not JSON. Curated MCP callbacks can treat an
explicitly saved empty install set as access for all agents. Context7 is
hidden and Hugging Face lacks a curated anonymous method. Saved drafts
for hidden providers cannot finish setup through their catalog wizard.

**Proposed behavior**

Request JSON token responses. Record explicit remote MCP install choices
in the install transaction and preserve them at callback. Keep managed
subject/default access when no choice was saved. Expose the qualified
Bitly and Context7 methods, add anonymous Hugging Face Hub access, and
record Resend qualification. Resume hidden providers only through an
exact matching company-visible saved draft.

**Reason and benefit**

People can connect useful hosted tools through the existing Apps flow.
An explicit zero-agent selection survives authorization. Public
documentation lookups need no OAuth app, account, or key.

**Breaking changes**

Explicitly saved empty MCP install choices now remain empty. Existing
managed defaults without a saved choice retain their behavior. No schema
migration or API shape change.

## What Changed

- Qualify Bitly OAuth, Context7 public MCP, Hugging Face public MCP, and
Resend OAuth with real browser setup, useful UI reads, and reload
checks.
- Negotiate JSON OAuth token responses and preserve explicitly saved MCP
agent reach with a transactional config marker.
- Add durable provider overrides, permission reviews, dated text-only
evidence, and official branding provenance. Remove all seven evidence
images and their report references.
- Restore Finish setup for hidden-provider drafts with
company/application/provider checks; keep fresh setup withheld. Preserve
success after the exact resumed draft becomes active, and restore valid
completed URLs to that exact saved Permissions page; reject initially
active, disabled, or archived resume targets. Align the Context7 route
assertion with its new qualified availability.
- Retain hidden ClickUp, Klaviyo, and monday.com research with exact
login/approval gates. monday.com requires provider callback
allowlisting.

## Verification

- Connector service suite: 420 passed, including
default/empty/agent/company reach and managed OAuth lifecycle coverage.
- Shared catalog: 36 passed. Override tests: 3 passed. Brand checks: 101
identities passed.
- Focused UI setup/recovery, Browse, and OAuth-helper suites: 306
passed. Actual hidden-draft resume/reload passed; a public Context7
draft seeded in the isolated app completed through the active-state
refetch and persisted with zero agents after reload. The completed URL
refresh and View connection open the exact saved Permissions page. Fresh
hidden setup, normal initially active resume, disabled/archived status,
and provider mismatch are rejected; a draft at the completion stage
stays in setup.
- Recursive typecheck and build passed again after rebase. The full
local Vitest run began before rebase and was cancelled as superseded
while still in the general-server phase; it is not a completed pass.
Exact-head CI supplies broad coverage. The focused connector service
suite passed against the final code. UI typecheck, build, and token
gates passed again after the draft-recovery fix.
- Targeted mock MCP Playwright journey: 1 passed (34.9s). It now
verifies View connection reaches the exact saved Permissions route, both
discovered actions, and reload persistence. This replaces the stale
Browse expectation found by CI.
- All CI gates passed on final commit
`32bb4c6422411eee632486950e45e2735102d1b3`. The inherited-pause test
timed out in the cleanup run and passed on one retry without code
changes; the entire file also passed locally, 36/36. Its exact timing
cause remains unresolved. A signoff timeout on the preceding
production-code commit also passed on its single retry. Greptile
reviewed the final commit at 5/5 with no open findings.
- Actual UI reads: Bitly current-user read; Resend List Domains
including a fresh setup after the final callback refinement; Context7
React docs; Hugging Face public docs search. No provider writes or real
agent runtimes ran.
- [Text-only qualification
report](https://github.com/paperclipai/paperclip/blob/32bb4c6422411eee632486950e45e2735102d1b3/doc/connections/easy-mcp-batch-2-2026-10-09.md)
include evidence limits and exact blockers. Account/profile/domain
results are omitted.

## Risks

- Bitly `mcp.all` and Resend `full_access` remain broad provider grants.
Qualification kept writes Off and selected no agents. Read proof does
not establish write behavior or refresh rotation.
- The explicit-choice marker applies to new install saves; older
unmarked flows keep their existing defaults. Its JSONB merge avoids
overwriting concurrent config fields.
- Public provider catalogs and rate limits can change. Unqualified
providers remain withheld from new Browse entries; retained connections
remain available for recovery.

## Model Used

OpenAI Codex, based on GPT-6, plus OpenAI `gpt-6-luna` subagents for
provider research, browser testing, and review. The exact primary
serving variant and context-window size are not exposed by this runtime.
Used reasoning, code execution, and browser tools.

## 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 11:52:33 -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 2b688a8fe3 feat(connections): add verified MCP providers and setup fixes (#15621)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents governed access to external tools.
> - Several provider MCP servers lacked a supported catalog entry or
failed during setup.
> - Real browser tests identified specific registration, session, and
form defects.
> - This pull request adds seven catalog entries and fixes the shared
paths used by eleven verified providers.
> - Users can connect these providers through the existing Apps flow and
control each action.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Apps catalog and remote MCP setup, discovery, and action tester.

**Subsystem affected**

Shared app definitions, the server tool services, and the Apps UI.

**Current behavior**

Seven providers lack a catalog entry. Airtable can select an advertised
client-metadata flow that fails. Calendly rejects the registration name.
Tavily needs an initialized session before a call. Firecrawl exposes
invalid defaults for optional nested form objects. HTTPS setup can
display a callback that differs from the server callback.

**Proposed behavior**

Add Calendly, Exa, Firecrawl, GSC Wizard, Parallel Search, Tavily, and
Windsor.ai. Preserve Airtable, Linear, Make, and PostHog. Use reviewed
provider options through the shared MCP and OAuth paths. Display the
callback supplied by the server. Omit untouched optional object inputs.

**Reason and benefit**

Eleven providers passed bounded reads through the real Paperclip browser
action tester. This PR includes that verified set and its required
shared fixes. Unfinished providers remain outside this change. AgentMail
keeps its existing integration.

**Breaking changes**

No database migration. Existing OAuth credentials and action policies
keep their ownership and access rules. Airtable's reviewed method
re-registers a retained client-metadata binding through DCR. Tavily's
reviewed method initializes sessions before dispatch. The existing
customer, managed, and Vercel OAuth gateway paths now refresh on
upstream 401 and return `oauth_refreshed_retry_required` (409),
requiring an explicit caller retry. They do not replay the rejected call
automatically; the next invocation initializes a fresh credential-scoped
session when required.

Related catalog work: #15545. This branch preserves current master
catalog entries and does not add another Google Workspace integration.
Open and closed provider PRs and public MCP issues were searched. No
duplicate for this verified set was found. The change extends the
shipped Connected Apps roadmap item.

## What Changed

- Add seven catalog entries with official provider branding and reviewed
permissions.
- Update Airtable, Linear, and Make metadata and show Make in Apps.
- Add authoritative provider source overrides that use the existing
generation and review checks.
- Add the reviewed Airtable DCR option and compatible Calendly
registration names.
- Initialize Tavily sessions before discovery and calls, including
retained connections. Keep credential-scoped session caching and single
call dispatch.
- Use the server's callback URL in the OAuth setup UI.
- Omit untouched optional object defaults; keep supplied empty strings,
false, zero, and object values intact in the action tester, with strict
required-child validation.
- Require an explicit retry after OAuth refresh instead of replaying a
tools/call with missing session headers.
- Record all eleven successful reads, write policies, auth-method
limits, and qualification caveats. Omit credentials and private account
data.
- Find chat connector cards through catalog search in browser tests, so
pagination does not hide Slack or other later entries.

## Verification

- Real browser qualification: eleven bounded reads passed. Catalog
refresh and reload proof are recorded in
`doc/connections/verified-mcp-qualification-2026-10-08.md`.
- Provider writes and actual agent-adapter sessions were not run.
Alternative documented auth methods and expiry refresh remain
unqualified.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- Focused shared/catalog tests: 41 passed. Source override tests: 3
passed. Catalog regeneration fixture suite: 9 passed. Latest form
regression suites: 31 passed. Gateway suite: 38 passed. Other focused UI
suites passed before these last fixes.
- UI token gates and both token sync checks: passed.
- The catalog regeneration fixture includes the authoritative provider
overrides; its full suite passes. The focused OAuth socket case passed
on isolated rerun.
- Complete local UI suite: 7,866 passed. CLI suite: 511 passed, 6
skipped. Complete shared suite: 892 passed.
- The unchanged AgentMail/ClickUp discovery fallback suite passes all 45
cases. An OpenAI login test passed on isolated rerun.
- Local broad database coverage is limited by macOS PostgreSQL
shared-memory exhaustion (`shmget: No space left on device`, not disk
space). The broad run was interrupted after diagnosis; no host settings
or other running services were changed.
- CI found that the Slack browser test assumed its catalog card was on
the first page. The test now uses catalog search; the Slack case passes
locally. Adjacent GitHub and iMessage cases could not start locally
because embedded PostgreSQL initialization failed before browser
assertions.
- Final commit
[`febe4520e`](https://github.com/paperclipai/paperclip/commit/febe4520e13d4b3a4121eafc3d22540c2b11379d):
all 54 checks passed, with none pending or failed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/37847182065)
passed typecheck, build, all general and serialized test suites, all
eight browser shards, runner checks, canary dry run, and the aggregate
verification gate.
- Greptile reviewed that exact final commit at 2026-10-08 21:33 UTC and
returned 5/5 with no outstanding findings or unresolved threads.
- PR UI preview against the existing local test server: Calendly
catalog/setup observed; Firecrawl read passed after expanding More
options with nested optional inputs untouched. This retest proves
frontend behavior, not the revised OAuth backend against a live
provider.

<details>
<summary>Browser evidence</summary>

![Calendly
catalog](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/calendly-catalog.jpg)

![Calendly
setup](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/calendly-setup.jpg)

![Firecrawl
read](https://raw.githubusercontent.com/paperclipai/paperclip/codex/verified-mcp-connectors/doc/connections/verified-mcp-qualification-2026-10-08/firecrawl-read.jpg)

</details>

## Risks

- Provider registration and consent behavior can change. Airtable's DCR
option is explicit and keeps the existing issuer, resource, redirect,
and PKCE checks.
- Tavily uses initialized sessions without automatic call retries. After
a successful OAuth refresh following 401, callers now receive a
retry-required result. A later explicit retry can still require
reauthorization if the provider rejects the refreshed token. Provider
writes are not live-qualified.
- Optional object cleanup affects the shared action tester. Regression
tests cover absent objects, required children, defaults, and populated
values.
- GSC Wizard's underlying Google data scopes and Google flow completion
were not independently verified. Its account reported paid/trial
metadata of unknown origin. No purchase was performed.
- No database migration, new AgentMail integration, or change to
existing action grants is included.

## Model Used

OpenAI GPT-6 through Codex assisted with implementation, research, tool
use, and code execution. The root backend model ID and context window
are not exposed in this session. The cheaper subagents used OpenAI
`gpt-6-luna`. No model context size is inferred.

## 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 — targeted checks and
complete UI/CLI/shared suites passed; the broad local database run was
blocked by the macOS PostgreSQL startup limitation documented above. The
full database/workspace suite passed 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 08:10:46 -05:00