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Author	SHA1	Message	Date
scotttong	815e49bb7c	feat: make chat-style tasks the default experience (#11101 )	2026-08-11 09:06:21 -07:00
DottaandPaperclip	c4abecb2c4	fix(skills): refresh project folders in place (#11066 ) ## Thinking Path > - Paperclip helps operators manage agent skills across a company. > - The installed skills view groups project-backed skills into folders. > - The view showed two folder creation controls and only offered a global project scan. > - Operators need one clear folder action and a refresh action for the selected project. > - This pull request keeps folder creation in the folder rail and adds a scoped project refresh. > - The benefit is a calmer skills view and faster, more precise project skill updates. ## Linked Issues or Issue Description No public GitHub issue exists for this focused UI bug. What happened? The installed skills view repeated the folder creation action in the toolbar. A selected project folder also had no way to refresh only its own project skills. Expected behavior The folder rail must own folder creation. A selected project-backed folder must offer a refresh action that scans only that project and refreshes the skill and folder queries. Steps to reproduce 1. Open the installed skills view for a company with project-backed skill folders. 2. Select a project folder. 3. Observe the duplicate folder action and the absence of a project-scoped refresh action. Paperclip version or commit Reproduced before this two-commit fix on `master`. Deployment mode Local development with `pnpm dev`. ## What Changed - Removed the duplicate toolbar folder creation button when the folder rail exists. - Preserved the toolbar folder action when no folder rail exists. - Added a refresh action beside the breadcrumb for a selected project-backed folder. - Passed the selected project ID to the project scan API. - Refreshed both the installed skill list and skill folder data after scans. - Added component tests for compact folder creation, the empty-folder fallback, and scoped project refresh. ## Verification - `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx` — 20 tests passed. - `pnpm check:token-gates` — passed with all three gates clean. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — the server and UI stages passed 7,475 tests. The CLI stage then found one environment-sensitive AWS doctor assertion because this agent runtime injects static AWS credentials. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — all 8 tests passed. - GitHub CI — all latest-head checks passed. ## Risks - Low risk. The scoped refresh depends on the existing `project:<id>` folder system key. - The global scan path is unchanged. - There are no schema, migration, API contract, dependency, workflow, or documentation changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5 family. The runtime did not expose a more specific model ID or context-window size. The agent used high-reasoning mode, repository tools, GitHub tools, 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>	2026-08-11 09:57:19 -04:00
DottaandPaperclip	b58ce27a02	fix: isolate execution workspace summaries (#10790 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip gives operators a summary for each workspace. > - An execution workspace detail page used the parent project-workspace summary slot. > - Two execution workspaces under one project workspace could therefore show the same summary. > - This pull request gives each execution workspace its own summary scope. > - It also limits the summary snapshot and generated issue to that execution workspace. > - The benefit is that a new or parallel execution workspace cannot inherit unrelated status. ## Linked Issues or Issue Description What happened? An execution workspace detail page read and refreshed the summary slot for its parent project workspace. Parallel execution workspaces could show the same status and include issues from each other. Expected behavior Each execution workspace must have one isolated summary slot. Its generated snapshot must include only issues assigned to that execution workspace. Steps to reproduce 1. Create two execution workspaces under one project workspace. 2. Add different issues to each execution workspace. 3. Generate the summary in the first execution workspace. 4. Open the second execution workspace. 5. Observe that the old implementation could reuse the first summary. Paperclip version or commit The problem exists on `master` before this pull request. Deployment mode The issue affects both local trusted and authenticated deployments. ## What Changed - Added `execution_workspace` to the shared summary-slot scope contract. - Validated execution-workspace ownership and stored generated summary issues on the correct execution workspace. - Limited execution-workspace snapshots to issues with the matching execution workspace ID. - Updated the execution workspace page to use its own summary slot. - Updated Summarizer instructions, routine options, catalog metadata, documentation, and regression tests. ## Verification - `NODE_ENV=test pnpm exec vitest run packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slots.test.ts ui/src/pages/ExecutionWorkspaceDetail.test.tsx` — 30 focused tests passed; the embedded-Postgres server tests were run outside the process-restricted sandbox. - `pnpm check:token-gates` — passed. - `pnpm --filter @paperclipai/skills-catalog validate` — passed with 17 catalog skills. - [Latest-head GitHub Actions](https://github.com/paperclipai/paperclip/actions/runs/31491475405) — all 22 jobs passed on `beea14cbaf`, including typecheck, build, server/workspace tests, serialized suites, e2e, canary, and aggregate verification. One unrelated adapter cleanup test initially hit an `ENOTEMPTY` temp-directory race; its single permitted rerun passed. - Greptile — 5/5 confidence on `beea14cbaf`, 12 files reviewed, zero comments added, and zero unresolved threads. ## Risks - Low risk. The new scope is additive. - Existing project and project-workspace summary slots keep their current keys and behavior. - A summary generated for an execution workspace now excludes sibling workspace issues by design. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The deployment does not expose a more specific model ID or context-window value. It used agentic reasoning, repository tools, code execution, and GitHub tooling. ## 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>	2026-08-11 08:56:32 -04:00
DottaandPaperclip	9cdaa5416e	fix(ui): remember folded inbox subtasks (#11069 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The inbox helps operators scan parent tasks and their sub-tasks > - Operators can fold a parent task to hide its sub-tasks > - The inbox previously forgot that fold state after a page refresh > - This pull request stores the fold state for each company and restores it when the inbox loads > - The benefit is that the inbox keeps the operator's chosen task layout across page refreshes ## Linked Issues or Issue Description What happened? The inbox reset every folded parent task after a page refresh. This made all nested sub-tasks visible again. Expected behavior The inbox must keep each folded or unfolded parent state after a page refresh. The state must remain separate for each company. Steps to reproduce 1. Open the inbox with parent and child tasks. 2. Fold one parent task. 3. Refresh the page. 4. Observe that the child task is visible again without this fix. Paperclip version or commit Current `master` before this pull request. Deployment mode Local dev and built-from-source deployments. ## What Changed - Added company-scoped local storage helpers for collapsed inbox parent IDs. - Restored the stored parent fold state when the inbox mounts or the selected company changes. - Saved both direct toggle changes and explicit collapse changes. - Added helper tests and an inbox remount regression test for both folded and unfolded states. ## Verification - `pnpm exec vitest run ui/src/lib/inbox.test.ts ui/src/pages/Inbox.test.tsx` — 77 tests passed. - `pnpm check:token-gates` — all gates passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — 3,521 tests passed and four skipped. One unrelated server test on the current base fails because it reads `heartbeat.scheduling_suppressed` instead of `issue_commented`; the same test fails alone and this pull request changes only inbox UI files. ## Risks - Low risk. The state is local to the browser and scoped by company ID. - Old parent IDs can remain in local storage after tasks are deleted, but they do not affect visible tasks. > 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, exact model ID `gpt-5.6-sol`, with reasoning, tool use, and code execution. The runtime does not expose its 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>	2026-08-11 07:09:54 -04:00
Devin Foley	4c062a0eb2	fix(ui): stop coercing imported agents to the destination CEO adapter (#11192 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company import lets an operator bring a package of agents into an instance, and each agent declares which adapter runs it (Claude Code, Codex, and so on) > - The export and the server importer preserve each agent's adapter faithfully, but the Import page seeds an adapter override for every agent with the destination CEO's adapter before the user touches anything > - Every imported agent therefore arrives as the CEO's adapter (usually Claude Code) even when the source package holds a mix, and the picker shows the coerced value as if it were the source's, so nothing looks wrong > - This pull request makes the manifest adapter the default, sends overrides only for agents the user actually changed, and replaces the silent coercion with an explicit per-agent fallback warning when the destination truly lacks the source adapter > - The benefit is that a mixed Claude/Codex team imports as a mixed Claude/Codex team, and any real adapter gap is visible instead of silent ## Linked Issues or Issue Description What happened? A user imported a company package whose agents were a mix of Claude Code and Codex on the source instance. After the import, every agent was configured as Claude Code. The import preview showed no sign that anything had been changed. Cause: the Import page initializes its adapter-override map by assigning every agent the destination CEO's adapter type and sends that override for every agent, overriding the manifest's per-agent adapter server-side. For imports into a new company, the "CEO adapter" is read from whichever unrelated company is currently selected. Expected behavior Imported agents keep the adapter declared in the package. An override is sent only when the operator explicitly picks a different adapter, or when the source adapter is not installed on the destination — and in that case the page must say so per agent, not silently substitute. Steps to reproduce 1. On a source instance, create a company with one Claude Code agent and one Codex agent, and export it. 2. Import the package on another instance whose CEO uses Claude Code, changing nothing in the import dialog. 3. Both agents arrive configured as Claude Code; the Codex identity is gone. ## What Changed - The preview no longer seeds adapter overrides; the override map starts empty, and the picker displays each agent's manifest adapter (`ui/src/pages/CompanyImport.tsx`). - `buildFinalAdapterOverrides` sends an entry only when the effective adapter differs from the manifest or the agent's adapter config was edited — untouched agents flow through with no override. - The page fetches the destination's installed adapters (existing `adaptersApi.list()` client). When a manifest adapter is missing or disabled on the destination, only that agent defaults to the CEO's adapter, with a visible amber warning naming both adapters. If the adapters request fails, the page fails open: manifest adapters are kept and no coercion happens. - Tests: untouched mixed-adapter import sends no overrides; a user-changed agent sends exactly one; a missing destination adapter produces the fallback plus rendered warning for that agent only; an adapters-endpoint failure produces no coercion. ## Verification - `npx vitest run ui/src/pages/CompanyImport.test.tsx` — 19 passed (15 pre-existing + 4 new). - `pnpm --filter ./ui typecheck` (`tsc -b`) — clean. ## Risks - Behavior change: users who previously relied on the silent conversion (importing packages that reference adapters they don't have) now get an explicit per-agent fallback with a warning — same outcome, visible. The server's hard rejection of unknown adapter types remains the backstop for API callers. - UI-only change; no server or schema impact. ## Model Used - Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended thinking and tool use (multi-agent implementation with independent 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 - [ ] 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	2026-08-10 17:00:36 -07:00
Devin Foley	5ca752dc81	fix(server): raise company import zip upload limit to 1 GB and make it operator-configurable (#11184 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company import/export lets an operator move a full company package between instances, with the Import page uploading the package as one compressed `.zip` > - The server caps that upload at 128 MB, and real company packages with attachments now exceed it — imports fail at the preview step > - The failure message tells the user to use the CLI folder import, but that path posts inline JSON capped at 64 MB, so the advice is a dead end for exactly these packages > - This pull request raises the zip upload cap to a 1 GB default, makes it operator-configurable through an environment variable, scales the decompression-bomb guards from the cap in effect, and replaces the misleading hint > - The benefit is that large real-world company packages import successfully, and operators with unusual needs can tune the cap without a code change ## Linked Issues or Issue Description What happened? A company import fails at the preview step with `Preview failed: Import package exceeds 134217728 bytes`. The package is a valid Paperclip export. Its compressed size is larger than the 128 MB server cap (one reported package is 257 MB). The error panel suggests the CLI folder import, but that path sends the package as one inline JSON body capped at 64 MB, so it also fails. Expected behavior A valid company package of realistic size imports successfully through the Import page. If a package is too large, the error must state the limit clearly and suggest a step that can work. Steps to reproduce 1. Export a company with enough attachments to make the compressed package larger than 128 MB. 2. Open the Import page and upload the `.zip`. 3. Click "Preview import". 4. The preview fails with `Import package exceeds 134217728 bytes`. Deployment mode Reported from a managed deployment; the limit applies to all deployment modes. ## What Changed - Raise `PORTABLE_ZIP_UPLOAD_LIMIT_BYTES` from 128 MB to a 1 GB default (`server/src/http/body-limits.ts`). - Add the `PAPERCLIP_IMPORT_ZIP_MAX_BYTES` environment override. Invalid or non-positive values fall back to the default. - Scale the zip decompression-bomb guard from the configured cap at the import route: the aggregate inflated ceiling is 4x the cap. The per-entry ceiling stays at 512 MB because V8's string length limit applies to an entry regardless (`server/src/routes/companies.ts`, `packages/shared/src/portability-zip.ts`). - Report the 422 limit error in MB instead of raw bytes. - Replace the "use the CLI folder import for very large packages" hint on preview failure with advice that works: re-export the package without large attachments (`ui/src/pages/CompanyImport.tsx`). - Update the stale comment in `ui/src/lib/import-preflight.ts` that made the same CLI claim. - Add tests for the new default, the env override, and the invalid-override fallback. ## Verification - `pnpm vitest run server/src/__tests__/body-limits.test.ts packages/shared/src/portability-zip.test.ts server/src/__tests__/company-portability-routes.test.ts server/src/__tests__/company-portability.test.ts server/src/__tests__/company-portability-import-batching.test.ts` — all pass. - `pnpm vitest run ui/src/pages/CompanyImport.test.tsx` — passes, including the updated failure-panel copy assertion. - `pnpm typecheck` — clean across the workspace. - Manual: upload a `.zip` larger than the configured cap; the preview fails with `Import package exceeds the 1024 MB upload limit` and the new hint. A package between 128 MB and 1 GB now previews and imports. ## Risks - Peak per-import memory rises with the cap: the upload is buffered in memory and unzipped in one pass. A 1 GB compressed package can use several GB transiently. Imports are instance-admin actions, so the exposure is a deliberate operator action, not anonymous traffic. Operators on small hosts can lower the cap with `PAPERCLIP_IMPORT_ZIP_MAX_BYTES`. - The aggregate bomb guard moves from a fixed 512 MB to 4x the configured cap. It still bounds expansion far below what a decompression bomb needs. - No migration and no API shape change. The 422 message text changes; no code matches on the old text. ## Model Used - Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended thinking and tool use (file edits, local test runs, live-instance inspection). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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	2026-08-10 12:47:03 -07:00
Evyatar BluzerandAndrew Aymeloglu	19be4cf927	refactor(a11y): add scope=col to the agent costs table headers (#1789 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent detail page has a Costs section. That section renders a data table of per-run spend. > - The table has a header row, but its `<th>` elements carry no `scope` attribute. > - A screen reader uses `scope="col"` to bind each data cell to its column header. Without it, the reader announces a number without telling the user which column it belongs to. > - A table of costs is exactly the case where that hurts. Every cell is a bare figure. > - This pull request adds `scope="col"` to the five header cells in that table. > - The benefit is that assistive technology announces the cost table correctly. The change is markup only, so sighted users see no difference. ## Linked Issues or Issue Description No public GitHub issue covers this. The problem is described in-PR, following the enhancement template. What existing behavior does this improve? The Costs table rendered by `CostsSection` in `ui/src/pages/AgentDetail.tsx`. Subsystem affected ui/ — React + Vite board UI Current behavior The table renders five header cells: Date, Run, Input, Output, and Cost. None of them set `scope`. A screen reader must guess the header-to-cell relationship, so a user hears a value with no column name attached to it. Proposed behavior Each header cell sets `scope="col"`. A screen reader then announces the column name together with each cell, so a cost figure is read as part of the Cost column. Reason and benefit `scope` is the standard way to associate header cells with data cells in an HTML table. The attribute has no visual effect, so the fix carries no design cost and makes the table usable with a screen reader. Breaking changes None. `scope` is a presentational-neutral HTML attribute. No component API, no styling, and no test changes. Related pull requests - #2215 proposed the same attribute for the Routines table. It is closed, because that table no longer exists on master. - #1524 and #1522 applied `scope="col"` to other tables. Both are closed. ## What Changed - Added `scope="col"` to the five `<th>` elements in the `CostsSection` table in `ui/src/pages/AgentDetail.tsx`. - Rebased the branch onto current master. - Dropped the original `ui/src/pages/Routines.tsx` hunks. Master rebuilt the Routines page around folder-grouped rows, so the table those hunks targeted no longer exists. - Dropped the original `HintIcon` opacity change. It altered a visible colour, which is out of scope for a markup-only accessibility fix. ## Verification - Run `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/ui build`. This is a markup-only change, so a clean type-check and build is the relevant automated signal. - Open an agent detail page and go to the Costs section. Inspect the header row. Each `<th>` now carries `scope="col"`. - Navigate the same table with a screen reader, cell by cell. Each cell is announced with its column name. - Compare the rendered page before and after. It is unchanged, because `scope` has no styling effect. ## Risks Low risk. The change adds one standard HTML attribute to five header cells in a single table. It introduces no code path, changes no component API, and has no visual effect. The worst case is that the attribute is redundant for a reader that already infers the column, which is harmless. ## Model Used Anthropic Claude Opus 5, exact model ID `claude-opus-5`. It ran with extended thinking and repository read/write tools, inside a maintainer-operated triage agent. The model rebased the branch, dropped the two out-of-scope hunks, and wrote this description. The original change was authored by @bluzername, and the model used for that work is not recorded here. ## 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 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` references) - [x] I have considered and documented any risks above - [x] My branch name describes the change and contains no internal ticket id - [ ] I have run tests locally and they pass — not run. This is a markup-only change and the package has no test covering this table. - [ ] I have added or updated tests where applicable — no test added, which is why this PR is titled `refactor:`. - [ ] I have updated relevant documentation to reflect my changes — no documentation describes this markup. - [ ] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work — not checked by the maintainer who rebased this. - [ ] All Paperclip CI gates are green — CI re-runs on this push. - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups — Greptile re-reviews on this push. --------- Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>	2026-08-07 20:46:47 -05:00
TonioandPaperclip	384e5f6178	revert(ui): back out onboarding port (#10786 ) (#11067 ) This reverts commit `11e56654f8`. #10786 ported the onboarding flow from a standalone prototype and repointed `/onboarding` at the new `CloudOnboardingFlow`, deleting the existing `OnboardingWizard.tsx` in the process. The ported flow is not ready to be the shipping onboarding experience: it landed as a single large port rather than an incremental migration, it pulled `motion`, `three` and `@types/three` onto the UI dependency list for prototype visuals, and it deleted the wizard that four in-flight pull requests (#9900, #9501, #8982 and one more) were building on — those went CONFLICTING the moment the file disappeared. Rather than keep the half-migrated state on master while that is sorted out, back the port out whole and re-land it incrementally. This restores `OnboardingWizard.tsx` and the previous versions of the four e2e specs, drops the `onboarding-preview.html` Vite entry, the DesignGuide onboarding section and the `data-viz-misc` storybook story, and removes the three prototype dependencies from `ui/package.json`. This is an exact mechanical inverse of the squash commit — 41 files, +2089/-3647, no hand edits. Reverting this commit restores all 41 files byte for byte, so the port is recoverable in full when it is ready. `pnpm-lock.yaml` is deliberately not touched. #10786 never updated it; bot commit `4683f26c9` (#11036) added the `motion`/`three` entries afterwards, so the lockfile is now ahead of the manifest. CI owns lockfile updates (`.github/workflows/pr.yml`) and the policy job regenerates it from the changed manifest. Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 14:55:34 -07:00
DottaandPaperclip	0a511ed1b0	feat(apps): support multiple provider connections (#11060 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 Subsystem affected Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. Problem or motivation The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. Proposed solution Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. Alternatives considered The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. Roadmap alignment This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > 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 the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-07 16:28:04 -05:00
DottaandPaperclip	b18b0fc39b	feat: refine app connections and legacy worktree startup (#11040 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps UI manages app discovery and app connections. > - The managed worktree runtime starts agent work in repository worktrees. > - The Apps routes do not match the main discovery flow, and the connections view lacks a delete action. > - Legacy managed worktrees can also start before their pending seed operation runs. > - This pull request makes app discovery the main Apps route and makes connection management explicit. > - It also seeds legacy managed worktrees before runtime startup and makes the CLI read the repository-local config. > - The benefit is a clearer Apps workflow and a safer managed-worktree startup path. ## Linked Issues or Issue Description What existing behavior does this improve? This improves the Apps navigation, app connection management, managed git-worktree startup, and CLI worktree selection. Subsystem affected Cross-cutting. The change affects `ui/`, `server/`, `cli/`, and development documentation. Current behavior The `/apps` route opens the connections list while discovery uses a nested route. The connections list has no delete action. Some legacy managed worktrees can start runtime work before their pending seed operation runs. The CLI can also read an ambient Paperclip config instead of the repository-local config. Proposed behavior The `/apps` route opens Browse, and `/apps/connections` opens the connection list. Users can delete a connection after confirmation. Runtime startup seeds legacy managed worktrees when required. The CLI resolves the current worktree from the repository-local `.paperclip/config.json` file. Reason and benefit Users can discover apps from the canonical Apps route and can manage existing connections from a dedicated route. Legacy worktrees receive their required repository content before agent runtime starts. CLI worktree selection stays scoped to the current repository. Breaking changes The `/apps` and `/apps/browse` route behavior changes. Old Browse links redirect to `/apps`. The change does not modify an API schema or database schema. ## What Changed - Make Browse the canonical `/apps` page and move the connection list to `/apps/connections`. - Align Apps navigation, redirects, attention links, empty states, and connection actions with the new routes. - Add connection deletion with confirmation and clear failure feedback. - Seed legacy managed git worktrees before runtime startup when their seed status is pending. - Read the CLI worktree selection from the repository-local Paperclip config. - Update focused UI, server, CLI, and development documentation coverage. ## Verification - Ran 202 focused UI, server, and CLI tests. All tests passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. The server and UI stages passed 7,168 tests. The CLI stage found one environment-sensitive secrets test because this workspace injects static AWS credentials. The isolated CLI file passed all 8 tests after those injected variables were unset. - Ran `pnpm check:token-gates`. It reports 12 existing color-token violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. This pull request does not modify that file. - Ran focused regression coverage for repository-root CLI config resolution and connection deletion state. All tests and affected package typechecks passed. - Collected all 27 tests in the six changed Playwright specifications successfully. - GitHub Actions passed every latest-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed the final commit at 5/5 with zero unresolved threads. ## Risks - Existing bookmarks for `/apps/browse` redirect to `/apps`. - Connection deletion changes visible connection state and requires user confirmation. - The legacy seed path runs only for managed git worktrees with pending seed state. Tests cover the startup condition. - The rebase preserves the target branch's direct OAuth policy for the Notion connection flow. > 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 the GPT-5 model family assisted this change. The agent used reasoning, repository tools, code execution, and test execution. The runtime does not expose the exact model snapshot 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>	2026-08-07 14:26:40 -05:00
Nicky LeachandPaperclip	01b51dc0e5	fix(runtime): stop Live badge and Working shimmer after task teardown (#10985 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task list and the chat views show a Live badge and a Working shimmer for an issue that has an active run. > - A finished task kept the Live badge and the Working shimmer after the run ended and the sandbox stopped. > - The user interface reads run liveness from the `heartbeat_runs.status` row. The run finalizer writes the terminal status in a step that is separate from the agent `status=done` update. When the sandbox or the run process stops between the two steps, `heartbeat_runs.status` stays `running` forever. > - A run row that stays `running` makes a finished task look perpetually Live, and the user interface has no guard for an issue that already reached a terminal status. > - This pull request closes the invariant "environment lease released implies the run is terminal" on the server, and adds a user interface guard that suppresses live state for a terminal issue. > - The benefit is that a finished task stops showing Live and Working, both at the source (the run row) and at the surface (the badge and the shimmer). ## Linked Issues or Issue Description Bug description - A completed task kept the Live badge and the Working shimmer after its run ended and the sandbox was torn down. Steps to reproduce - Run an agent task to completion. Let the sandbox tear down while the run finalizer is between the `status=done` update and the terminal run-status write. - Open the task list or the chat view for the finished task. Expected behavior - A finished task shows no Live badge and no Working shimmer. Actual behavior (before this change) - The finished task showed the Live badge and the Working shimmer because its `heartbeat_runs.status` row stayed `running`. This pull request supersedes the two separate pull requests #10954 (frontend) and #10955 (backend). It carries all of their changes for the same race. ## What Changed Server: - Run teardown terminalizes a still-running or still-queued run before it releases the environment lease. It writes `succeeded` when the issue already reached `done`, `cancelled` when the issue is `cancelled`, and `interrupted` otherwise. It never overwrites a status that another path already made terminal. - The recovery stale-lock sweep terminalizes an orphaned running run to `interrupted` after it confirms the process and the sandbox are both gone. It requires recorded process metadata, so it never terminalizes a live run, a queued run, or a scheduled retry. - Each terminal transition writes a run event. - The stale-lock sweep continues and clears the lock when the audit write fails. It logs the failure loudly. - New server tests cover both invariants. User interface: - A shared guard suppresses the Live badge and the Working shimmer when the issue status is terminal. - The guard keeps non-terminal `queued` and `running` issues live. - The guard prefers the newest issue live-status snapshot. - New user interface tests cover the guard and the snapshot preference. ## Verification Server: - `pnpm --filter @paperclipai/plugin-sdk ensure-build-deps && tsc --noEmit` in `server/` — 0 errors. - `pnpm --filter server test heartbeat-run-lease-release-terminalization.test.ts recovery-stale-issue-lock-sweep.test.ts` — 12 tests pass. User interface: - `pnpm --filter @paperclipai/ui typecheck` — 0 errors. - `pnpm exec vitest run ui/src/lib/liveIssueIds.test.ts ui/src/lib/issue-chat-messages.test.ts` — 40 tests pass. ## Risks - Low risk. The server change only forces a still-live run row to a terminal status when the lease releases or when the recovery sweep confirms the process is dead. It never overwrites an existing terminal status, and it guards the recovery path with process metadata to avoid terminalizing a live run. - The user interface change is additive. The guard only suppresses live state for a terminal issue and keeps queued and running issues live. - No database migration. No change to any external endpoint. ## Model Used - Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, 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>	2026-08-07 07:23:56 -07:00
TonioandClaude Opus 5	11e56654f8	feat(ui): port onboarding flow from prototype; add cloud + local variants (#10786 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - First-run onboarding is the subsystem that turns a brand-new install into a working company: it creates the company, its goal, a lead agent, and that agent's first task > - The existing `OnboardingWizard` carried all of that wiring correctly, but its UI had drifted from the current design direction, and a separate design prototype (`paperclip-onboard`) existed as a standalone visual mock with no backend > - Porting the prototype's logic would have thrown away working, well-tested backend orchestration; leaving the two apart meant the design never shipped > - Separately, cloud and local (self-hosted) installs need meaningfully different first runs — local has no sign-in and must let the user pick a locally-installed CLI adapter — so a single linear wizard could not serve both > - This pull request rebuilds the presentational layer from the prototype on top of the existing backend orchestration, and splits it into two thin flow containers over a shared core > - The benefit is that the shipped onboarding matches the intended design, cloud and local can diverge without duplicating logic, and each can later ship to a different app version while sharing one set of step components ## Linked Issues or Issue Description No existing issue — describing inline (feature request). What problem does this solve? Onboarding is the first thing a new user sees, and the shipped wizard had drifted from the current design. In parallel, cloud and local installs need different first-run paths: local has no hosted sign-in, and its agent runs on a CLI adapter installed on the user's machine, which the cloud path never has to ask about. There was no way to express that difference without either forking the whole wizard or bolting conditionals onto a single linear flow. Proposed solution Extract the onboarding step views and shell into a shared core, then compose two thin flow containers (cloud and local) over it. Keep all backend orchestration in the existing `useOnboardingFlow` hook so no working logic is rewritten. Alternatives considered - Single flow with a `variant` prop — most DRY, but the two flows are intended to ship on different app versions, and a shared file would have to be split later anyway. - Two fully independent copies — simplest per-flow, but every shared refinement (spacing, motion, copy) would have to be made twice and would drift. ## What Changed - Shared core under `ui/src/components/onboarding/`: `OnboardingScaffold` owns the full-screen shell and the single `AnimatePresence` step crossfade, so both flows transition identically; step views (Start / Company / Agent / Task), `FooterNav`, `AgentPreview` and the motion constants are extracted for reuse. - `CloudOnboardingFlow` — `start → company → agent → task`; mounted in the real app via `OnboardingWizardVariant`. Behaviour matches the retired wizard, including `previewMock` and the existing-company ("add an agent") entry point. - `LocalOnboardingFlow` — skips sign-in and adds an optional email ask (with a privacy assurance), a local model/adapter step that hires with `requireEnvProbe: true`, and a "star us on GitHub" interstitial before completing. Harness-only for now — the real app still mounts the cloud flow. - Deleted `OnboardingWizard.tsx` (1,786 lines); updated its Storybook stories and the `OnboardingWizardVariant` test to the new components. - Orbiting 3D paperclip backdrop behind the auth and welcome screens (`three`), code-split so it only downloads on those screens; honours `prefers-reduced-motion` and disposes its GL context on unmount. - `motion` added for step transitions and the agent-capsule choreography. - Visual values routed through design tokens per `DESIGN.md`; `Stepper` generalized to take a step total (backward compatible); `/design-guide` page and the component index updated. - Standalone preview harness (`ui/onboarding-preview.html`) with `?flow=` and `?step=` for backend-free review, wired as a second Vite rollup input. - Adapter env probe bound to the adapter it ran against. `hireLeadAgent` reused `adapterEnvResult` for any adapter, so when a hire failed and the user picked a different local adapter and retried, the previous adapter's verdict satisfied the `requireEnvProbe` guard while the hire posted the new adapter's config — hiring it unprobed. The cache is now keyed on the adapter type plus the exact config posted to the test endpoint, the config is built once and shared by probe and hire, a failed probe clears the cache, and `clearAdapterEnvResult()` (called on adapter change) stops the step displaying a stale verdict. Cloud is unaffected — it hires with `requireEnvProbe: false`. Reported by Greptile. - E2E specs re-pointed at the new flow. Four specs still drove the deleted wizard (`onboarding`, `conference-room-typing-intro`, `planning-mode-visual-verification`, `nux-phase4-screenshots`) and failed with `element(s) not found` on `"Name your company"` / `input[placeholder="Acme Corp"]`. Rather than repeat the new drive sequence four times, `tests/e2e/onboarding-flow.ts` adds one driver per step (`startCloudOnboarding`, `completeCompanyStep`, `completeAgentStep`, `completeTaskStep`, `completeCloudOnboarding`) and the specs import it, so the next flow change touches a single file. Two now-dead `/test-environment` route stubs went with it — the cloud flow hires with `requireEnvProbe: false`, so that probe never fires. ## Verification - `pnpm --filter @paperclipai/ui typecheck` — clean. - `npx vitest run` over the onboarding suites (`OnboardingWizardVariant`, `AgentCapsule`, `onboarding-launch`, `onboarding-goal`, `onboarding-route`, `onboarding-adapter-config`) — 33 tests pass. - `pnpm --filter @paperclipai/ui build` — succeeds; the three.js chunk splits out separately (522 kB raw / 133 kB gzip) rather than entering the main bundle. - Both flows driven end-to-end in the preview harness in `previewMock` (no database writes), plus the cloud flow rendered in the real authenticated app at `/onboarding` to confirm the mount swap. - The four re-pointed e2e specs pass locally against the new flow. - New `ui/src/hooks/useOnboardingFlow.test.tsx` — 4 cases pinning the adapter-probe cache (switch-adapter retry, cold path, explicit clear, and the cloud flow's `requireEnvProbe: false`). Verified non-vacuous: the switch-adapter case fails against the pre-fix code. - Rebased onto current `master`; `pnpm-lock.yaml` is deliberately not committed — `.github/workflows/pr.yml` regenerates it when a manifest changes and shares it with downstream jobs as the `pr-lockfile` artifact. ## Risks - Deleting `OnboardingWizard.tsx` is the one change that alters existing app behaviour. The cloud flow is intended to be behaviour-equivalent, and its entry points are covered by the updated `OnboardingWizardVariant` test, but this is the area to review most closely. - Conflict risk with open PRs that touch the old wizard: #9900, #9501, #8982 and #6636 all modify `ui/src/components/OnboardingWizard.tsx`, which this PR removes. Whichever lands second will need its change re-applied to the new step components. Flagging so ordering can be decided deliberately. - New dependencies: `motion` and `three` (+ `@types/three`). `three` is large, so it is lazily imported and code-split — it does not affect the main bundle. Both are MIT. - The local flow is not reachable in the app yet (harness/canary only), so it carries no runtime risk today; wiring it up is a follow-up. - The auth screens remain presentational only — they are not wired to real auth, unchanged from before this PR. - Pre-existing, not introduced here:** `OnboardingWizardVariant` renders outside `<Routes>` in `App.tsx`, so its `useParams()` never resolves `:companyPrefix` and `/{prefix}/onboarding` opens the welcome screen instead of jumping to the agent step. `master` has the identical structure, so this PR faithfully ports existing behaviour; the working "add an agent" entry is the launcher card behind the overlay, which is what the screenshot spec drives. Worth a separate fix. ## Model Used Claude Opus 5 (`claude-opus-5`) via Claude Code, with extended thinking and tool use (repo search/edit, local test + build execution, and browser-driven visual verification of the rendered flows). Portions of the session also ran on `claude-opus-4-8` and `claude-fable-5`. ## 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 - [ ] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-08-06 23:35:05 -07:00
scotttong Paperclip Claude Opus 4.8	b67c512f82	feat(ui): live run label → run detail, running row → task detail (#11034 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent detail page has a Dashboard tab. The Dashboard tab shows a "Live Run" section for the agent's current heartbeat. > - The "Live Run" section has two clickable pieces: the section heading and the running row. Both pieces linked to the same run detail page. > - Two controls that go to the same place waste a navigation affordance and hide the task the agent runs. > - This pull request splits the two destinations. The heading goes to the run. The running row goes to the task. > - The benefit is that a user reaches the run internals from the label and the work item from the row, in one click each. ## Linked Issues or Issue Description No public GitHub issue exists for this change. The description follows the enhancement issue template. What existing behavior does this improve? The "Live Run" section on the agent detail page, Dashboard tab (the `LatestRunCard` component in `ui/src/pages/AgentDetail.tsx`). Current behavior The "Live Run" heading and the running row both link to the run detail page (`/agents/:agentId/runs/:runId`). The row shows the run code and an invocation-source chip. There is a separate "View details →" link that also goes to the run detail page. A user cannot reach the task the run works on from this section. Proposed behavior The heading becomes a link to the run detail page and appends the short run code, shown as `Live Run · <run code>`. The redundant "View details →" link is removed. The running row links to the task detail page when the run's context snapshot resolves to a known issue, and the row then shows the task status glyph, the task slug, and the task title. A pure timer heartbeat with no resolvable task keeps the previous behavior: run code plus source chip, linking to the run detail page. Reason and benefit The heading and the row now go to distinct, intuitive destinations. A user reaches the run internals from the label and the work item from the row, each in a single click. The fallback keeps heartbeats with no task readable and avoids a blank or broken row. ## What Changed - Made the "Live Run" / "Latest Run" heading a `Link` to the run detail page and appended the short run code (`run.id.slice(0, 8)`) in a mono span, formatted `Live Run · <run code>`. Kept the pulsing live dot. - Removed the redundant "View details →" link. - Changed the running row `Link` target to the task detail page (`/issues/:identifier`) when a task resolves, falling back to the run detail page otherwise. - Resolved the task from the run context snapshot (`contextSnapshot.issueId`, falling back to `contextSnapshot.taskId`) against a `Map` of the agent's assigned issues threaded in from `AgentOverview`. - When a task resolves, replaced the run code and source chip in the row with the task status glyph (`StatusGlyph`), the task slug, and the task title. Kept the running spinner, the run status badge, and the timestamp. ## Verification - `pnpm check:token-gates` → 3/3 gates clean. - `pnpm --filter ui typecheck` → passes. - `pnpm --filter ui exec vitest run src/pages/AgentDetail.progress.test.ts src/pages/AgentDetail.instructions.test.tsx` → 10/10 pass. - Manual (needs a reviewer with a browser): open an agent detail page → Dashboard tab. - For a live issue-execution run: the heading reads `Live Run · <run code>` and opens the run detail page; the row shows the task status icon, slug, and title and opens the task detail page. - For a pure timer heartbeat with no task: the row falls back to run code + source chip and opens the run detail page. No blank row. - Confirm both states in light and dark mode. ## Risks Low risk. The change is presentational and scoped to one component. The task lookup is defensive: it reads the context snapshot with a fallback key and only renders the task row when the issue is present in the already-loaded assigned-issue set, so an unknown or missing issue degrades to the previous run-detail behavior rather than breaking. ## Model Used - Provider: Anthropic (Claude). - Model: claude-opus-4-8 (Opus 4.8). - Context window: 200K. - Reasoning mode: extended thinking, tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-06 23:18:32 -07:00
DottaandPaperclip	5da382fd59	feat(skills): require explicit merge modes (#10978 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can select company skills and synchronize them to adapter runtimes > - The skill sync API replaced the complete selection without an explicit destructive choice > - Company package import also replaced conflicting skills by default > - These defaults could remove operator edits during setup and import reruns > - This pull request adds explicit assignment merge modes and safe package conflict handling > - The benefit is that reruns preserve operator work unless the caller explicitly requests replacement ## Linked Issues or Issue Description What existing behavior does this improve? This change improves agent skill synchronization and company package import. Subsystem affected This is a cross-cutting change across the shared contracts, server, CLI, and UI. Current behavior Agent skill synchronization replaces the full desired skill set from a modeless request. Package import replaces a conflicting skill when the caller does not select a conflict mode. Proposed behavior Agent skill synchronization requires `add`, `remove`, or `replace`. Package import skips conflicts by default. Each imported skill reports whether it was created, renamed, replaced, or skipped. Reason and benefit Setup and import reruns must preserve operator edits by default. Explicit destructive modes make data loss less likely and make each outcome inspectable. Breaking changes Callers of the agent skill sync API must now send `mode`. Callers that need the former behavior must send `replace`. Package import now uses `skip` when `onConflict` is absent. ## What Changed - Added required `add`, `remove`, and `replace` modes to the shared agent skill sync contract. - Added actionable `422` validation for missing or invalid modes. - Updated first-party UI and CLI callers with explicit modes. - Changed package skill conflict handling to use `skip` by default. - Kept plugin-owned and built-in stock skill imports on explicit `replace`. - Added created, renamed, replaced, and skipped results to company imports. - Added regression coverage for merge modes and package conflict outcomes. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run:serialized` (128 suites passed) - `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed) - Focused agent skill route, company skill service, portability, CLI, and UI tests passed. - GitHub CI passed build, typecheck, canary, all general and serialized test shards, all browser shards, policy, security, and final verification on commit `2cfbb3e4c5`. - Greptile reviewed the latest commit at 5/5 with zero unresolved threads. ## Risks - This change intentionally rejects modeless agent skill sync requests. - The safe package default can leave an existing skill unchanged where the old default overwrote it. - All first-party callers now select a mode. Regression tests cover each outcome. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic reasoning, tool use, code execution, and repository editing. The runtime did not expose the context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [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>	2026-08-07 00:42:08 -05:00
Dotta Paperclip Claude Fable 5	03cfad7ceb	feat(apps): connect Notion through MCP OAuth (#11009 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - The Apps gallery lists Notion, but the server required manually configured OAuth credentials. > - Notion's hosted MCP server supports OAuth discovery and dynamic client registration. > - Notion also requires HTTPS or a loopback HTTP redirect URI. > - This pull request adds a direct Notion MCP OAuth path with PKCE and reusable dynamic clients. > - It also adds the current Apps UI states for connect and reauthorization. > - The benefit is a secure Notion connection with no manual client credential setup. ## Linked Issues or Issue Description What existing behavior does this improve? The Apps gallery, Apps connect route, OAuth token lifecycle, and managed MCP gateway. Subsystem affected `server/`, `packages/shared/`, `scripts/`, and `ui/`. Current behavior The Notion gallery cards are disabled. The server uses the classic Notion OAuth endpoints and requires operator-supplied client credentials. It does not register an OAuth client from provider metadata. Concurrent refreshes can also replay a rotating refresh token. Proposed behavior Enable the Notion Apps flow. Discover OAuth metadata from `https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591 client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize refreshes, store each rotated refresh token before the new access token can be used, and show a reconnect state for `invalid_grant`. Reason and benefit Operators can connect the built-in Notion MCP app without creating or copying OAuth credentials. Paperclip keeps dynamic clients and rotating tokens in the company secret store. Breaking changes None. Explicit environment client credentials still take priority. Existing Slack and Linear OAuth endpoint hints remain unchanged. Other OAuth apps remain disabled unless they are allowlisted. Additional context PR #10910 is a related, broader Connections v3 wizard replacement. This PR is the focused current Apps flow. The MCP Tool Gateway and Connected Apps items in `ROADMAP.md` cover this planned capability. ## What Changed - Classify all 20 reviewed Notion MCP tools with provider-scoped read and write defaults. - Require approval for selected Notion mutations, including move, duplicate, and convert actions that generic verb matching missed. - Preserve company-scoped connection and catalog resolution for Notion profiles and policies. - Add RFC 7591 dynamic client registration with `token_endpoint_auth_method=none` and mandatory PKCE. - Store the dynamic client ID on the connection and store any returned client secret in the company secret store. - Reuse the registered client for later connects and keep explicit environment credentials as the first choice. - Discover protected-resource and authorization-server metadata from the Notion MCP endpoint. - Add `redirectConstraints: "https-or-loopback-http"` to the generated Notion app definition and shared contract. - Reject non-loopback plain HTTP callbacks before network access with a TLS setup error. - Serialize client registration and token refresh operations within the server process. - Store a rotated refresh token before publishing the refreshed access token. - Treat `invalid_grant` as terminal and move the connection to a clear reauthorization state. - Add focused coverage for registration reuse, callback constraints, refresh rotation, and terminal grants. - Enable the Notion Apps route and add connect, redirect, success, error, and reconnect UI states. - Keep non-allowlisted OAuth apps blocked and cover the UI policy with regression tests. ## Verification - The focused Notion policy integration test passed with embedded PostgreSQL. - The focused 20-tool classification test passed. - The server typecheck passed on the governance head. - `pnpm -r typecheck` passed on the rebased head. - `pnpm --filter @paperclipai/server typecheck` passed after the security follow-up. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t \u0027DCR\|refresh tokens\|invalid_grant\|abandoned lease\u0027` passed 10 focused security tests. - `pnpm build` passed on the rebased head. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t 'OAuth\|oauth'` passed 14 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` passed 5 tests. - The complete server group passed 3,686 tests with 4 skipped. - The complete UI group passed 3,656 tests. - The full local runner found one environment-only CLI failure because this agent runtime injects static AWS credentials into a test that expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` passed all 8 tests. - The prior UI verification passed 55 focused tests, `pnpm check:token-gates`, the Storybook build, and review of six 1440 x 1000 screenshots. - OAuth request sequence: protected-resource metadata `GET https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`; authorization metadata `GET https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic registration `POST https://mcp.notion.com/register`; authorization `GET https://mcp.notion.com/authorize`; token exchange and refresh `POST https://mcp.notion.com/token`; MCP traffic `POST https://mcp.notion.com/mcp`. - The live metadata and registration probe confirmed that Notion accepts HTTPS and loopback HTTP redirects. It rejects a plain HTTP private hostname. - A later QA task owns the full browser consent and managed gateway tool-list dry run against a configured HTTPS deployment. ## Risks - Notion can add tools. Unrecognized names use the generic classifier, and new or changed risky tools stay quarantined after connection activation. - A deployment that uses a private non-loopback hostname must configure HTTPS before it can connect Notion. - Dynamic registration creates a provider-side client. Paperclip reuses it because registration does not provide a standard delete operation. - Refresh coordination uses a database CAS lease across service instances. An unclean crash leaves an uncertain lease and requires reconnect instead of risking refresh-token replay. - The current Apps surface overlaps with PR #10910. Merge order can require a small conflict resolution if that PR lands first. > 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 on a GPT-5 runtime. The exact deployment ID and context window are not exposed. The runtime used reasoning, repository tools, code execution, and network 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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-06 22:18:08 -05:00
scotttongandClaude Opus 4.8	ea83c5c822	feat(task-chat): bring back copy/👍/👎 actions on the agent bubble footer (#11025 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task view shows a threaded conversation between the user and the agent, with agent replies rendered as bubbles that carry a "✓ Worked · N tools" summary line. > - The conference-room chat already offers per-message copy and thumbs-up / thumbs-down feedback, but the redesigned task thread dropped these controls from the agent bubble footer. > - Users lose a quick way to copy an agent reply or send feedback on it, and the redesign silently ignored the feedback-vote props it was already given. > - This pull request prepends a copy · thumbs-up · thumbs-down cluster to the bubble summary line and wires the existing feedback-vote props through. > - The benefit is a consistent feedback surface across both chat views, with no new API. ## Linked Issues or Issue Description No public GitHub issue exists for this change; the underlying issue is described inline below following the feature template (`.github/ISSUE_TEMPLATE/feature_request.yml`). #### Problem or motivation The redesigned task thread renders each agent reply with a "✓ Worked · N tools · <timestamp>" summary line, but it dropped the copy and thumbs-up / thumbs-down controls that the conference-room chat still shows. Users can no longer copy an agent reply or vote feedback from the task thread. The redesign component already received `feedbackVotes` and `onVote` props but ignored them. #### Proposed solution Prepend a copy · 👍 · 👎 cluster to the summary line, leading the always-visible timestamp, reusing the shared `IssueChatFeedbackButtons` so both chat views speak the same feedback language. Anchor the cluster to the turn's summary row (a sibling of the expandable tool-history fold) so it stays on the summary line whether the tool history is collapsed or expanded. #### Alternatives considered Placing the cluster inside the expandable fold — rejected because expanding the tool history then re-centered the actions to the middle of the tall fold. #### Roadmap alignment UI polish to the task thread; no core-roadmap overlap. ## What Changed - Add `TaskChatBubbleActions`: a copy · thumbs-up · thumbs-down cluster built on the shared `IssueChatFeedbackButtons`. - Render the cluster on the agent bubble's "✓ Worked · …" summary line, leading the timestamp; runless agent replies get the same cluster with the timestamp trailing. Human and system bubbles are unchanged. - Add a `leading` slot to `TaskChatTurn` so the actions sit on the summary row, a sibling of the tool-history fold, and stay anchored when the fold expands. - Wire the redesign to the `feedbackVotes` / `onVote` props it already received. - Add a demo binding in the `TaskChatLab` dev harness. ## Verification - `pnpm check:token-gates` — 3/3 gates CLEAN. - `pnpm typecheck` — clean across all packages. - `cd ui && pnpm vitest run src/components/task-chat/TaskChatBubble.test.tsx src/components/task-chat/TaskChatTurn.test.tsx` — 31/31 pass. - Manual: open a task thread, confirm the copy / 👍 / 👎 cluster shows on the agent bubble summary line before the timestamp, copy works, votes toggle, and the cluster stays on the summary line when the tool history is expanded. Visual change: snapshot baselines are intentionally not updated, per the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks Low risk. UI-only change scoped to the redesigned task-chat bubble footer. It reuses an existing shared feedback component and existing vote props; no API, schema, or server change. Human and system bubbles are untouched. ## Model Used Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended thinking enabled, tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-06 18:26:44 -07:00
scotttong Paperclip Claude Opus 4.8	d84c5eae7a	feat(ui): hide task priority from the UI (keep data model) (#11024 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tasks and issues carry a `priority` field that renders across many product surfaces: the detail header, the Triage properties panel, Kanban and thread cards, the New Task composer, list Sort/Group/Filter menus, search filters, and the dashboard chart. > - Product feedback found the priority level adds visual noise and decision cost without clear value in day-to-day task flow. > - We want to remove priority from the interface, but keep the data model, API, validation, and search DSL fully intact so the choice is reversible with no migration. > - This pull request hides every priority indicator and control behind one compile-time flag, `SHOW_TASK_PRIORITY_UI`, set to `false`. > - The benefit is a calmer, simpler UI now, with a single-boolean revive path and zero data loss. ## Linked Issues or Issue Description <!-- No public GitHub issue exists. Describing in-PR per the feature template. --> Subsystem affected The web UI (`ui/src`): issue detail, properties panel, Kanban/thread cards, New Task dialog, issues list Sort/Group/Filter menus, search filter bar/sheet, dashboard charts, and the design-guide showcase. Problem or motivation The task/issue priority level appears across many surfaces and adds visual clutter and decision overhead without pulling its weight in normal task flow. We want it gone from the interface without discarding the underlying data or breaking anything that depends on it. Proposed solution Add a single compile-time UI flag, `SHOW_TASK_PRIORITY_UI` (default `false`), and gate every priority indicator and control behind it. Leave the data model, API params, Zod validation (including the `"medium"` default), and the search filter DSL untouched. Reviving priority is a one-line flip of the flag back to `true`. Alternatives considered Deleting the priority code and schema outright. Rejected: it is irreversible, needs a data migration, and throws away a field the API and search still support. A gated flag keeps the change reversible and low risk. Roadmap alignment UI simplification. This is a presentation-only change; it does not alter core agent or data behavior. ## What Changed - Added `ui/src/lib/ui-flags.ts` exporting `SHOW_TASK_PRIORITY_UI: boolean = false` (typed `boolean` so gated branches are not flagged as dead code). - Gated the priority row in the Triage properties panel and the editable priority control in the issue detail header (plus its skeleton seed). - Gated the per-card priority icon in `KanbanBoard` and in `IssueThreadInteractionCard`. - Hid the priority chip and the mobile "more" menu priority section in the New Task dialog. The submit path still sends the `"medium"` default. - Removed the Priority options from the issues list Sort and Group-by menus; the comparator and grouping logic stay dormant. - Hid the Priority sections in the issue filters popover and in the search filter bar and sheet. The `priority:` search DSL and filter state stay functional at the data layer. - Suppressed active-filter priority pills for consistency. - Gated the "Tasks by Priority" dashboard chart and the design-guide priority showcase subsection. - Left activity-feed "changed priority" history text intact as a historical record. - Updated call-site tests to assert priority UI is absent while the flag is off, added focused hidden-surface tests, and added a test that proves creating a task still persists `priority: "medium"`. ## Verification - `pnpm check:token-gates` — all 3 gates clean. - `pnpm --filter @paperclipai/ui typecheck` — clean. - `pnpm --filter @paperclipai/ui exec vitest run` on the touched surfaces (IssueProperties, IssueFiltersPopover, IssuesList, NewIssueDialog, IssueDetail, PriorityIcon and its interaction test) — all green under `TZ=UTC`. - Manual: with the flag off, priority does not appear in the detail header, Triage panel, New Task composer, Sort/Group/Filter menus, or the dashboard chart. Creating a task still persists `priority: "medium"`, and the `priority:` search token still filters at the data layer. ## Risks Low risk. The change is presentation-only and additive: no data model, API, validation, or search-DSL changes. The priority code paths remain compiled and tested; flipping `SHOW_TASK_PRIORITY_UI` to `true` restores the full UI. Visual snapshot baselines are intentionally not updated per the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Model Used Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended thinking enabled, with tool use / code execution in an agentic coding harness. ## 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 - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-06 16:19:22 -07:00
DottaandPaperclip	f258b34bbd	fix(ui): unify cloud-managed sign-out (#10994 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip can run as a self-hosted app or as a Cloud-managed tenant. > - These modes need different sign-out sequences because Cloud owns three sessions. > - Several visible controls implemented sign-out separately and could choose different paths. > - This pull request adds one Cloud-aware sign-out action and moves every visible control to it. > - The benefit is one safe sign-out path in Cloud and unchanged local sign-out in self-hosted deployments. ## Linked Issues or Issue Description Refs #2073. That older PR adds a separate company-settings sign-out surface. This change centralizes the existing account, company, and instance-settings surfaces and preserves the self-hosted behavior described there. What happened? Visible sign-out controls used separate implementations. A Cloud-managed control could call the app-local sign-out endpoint and open the local auth page. That path did not enter the Cloud-owned logout sequence for the tenant, Cloud, and identity sessions. Expected behavior Every visible sign-out control must use one action. Cloud-managed instances must navigate the top-level window to the same-origin `/cloud/logout` route without a local sign-out call first. Authenticated self-hosted instances must keep the local sign-out API and cache invalidation behavior. Steps to reproduce 1. Open a Cloud-managed tenant. 2. Use the account menu, company menu, or instance-settings sign-out control. 3. Observe that independently implemented controls can enter different sign-out paths. Paperclip version or commit The problem reproduces at `656ecfa585b31938e2685ffab3db22e794474803`. Deployment mode Cloud-managed tenant built from source. The regression tests also cover authenticated self-hosted mode. ## What Changed - Added `useSignOut` as the shared Cloud-aware sign-out action. - Navigated Cloud-managed sessions to `/cloud/logout` exactly once without calling local auth first. - Preserved local API sign-out and cache invalidation for authenticated self-hosted sessions. - Migrated the account menu, company menu, and instance general settings to the shared action. - Added focused tests for mode selection, menu closure, pending state, failure state, and settings behavior. ## Verification - `pnpm exec vitest run ui/src/hooks/useSignOut.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/SidebarCompanyMenu.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` — 26 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed. - `git diff --check origin/master..HEAD` — passed. ## Risks - Low risk. The change centralizes existing behavior and adds no schema, API, telemetry, or style-token changes. - Cloud mode depends on the existing health decision. Tests pin both mode branches. - The change does not alter Fetch Metadata, CSRF, cookie, prefetch, or return-URL protections owned by the Cloud logout route. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5. The runtime does not expose a more specific model ID or context-window size. The agent used high-reasoning mode, shell tools, and API 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 - [ ] 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>	2026-08-06 12:13:14 -05:00
DottaandPaperclip	f554d67377	fix(server): add explicit review verdict policies (#10931 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issues use `in_review` to request a final decision from an authorized writer > - The server rejected an assignee agent that tried to close its own review, even when the issue had no independent-review rule > - This rejection stopped the default agent workflow and did not represent the configured execution-stage rules > - Paperclip needs an open default and explicit issue-level constraints for teams that require an independent or human verdict > - This pull request removes the unconditional rejection and adds `anyone`, `not_creator`, and `human_only` review policies > - The benefit is a working default path with opt-in, authenticated verdict controls ## Linked Issues or Issue Description Refs #10635, #4429, and #10671. The related public work covers execution-stage independence, self-approval fallback behavior, and durable review paths. This change is distinct. It controls who can resolve an issue review verdict. It keeps configured execution stages active. ## What Changed - Added a nullable `review_policy` issue column. Null has the same meaning as `anyone`. The migration does not backfill existing issues. - Added shared create, update, response, and compact issue contracts for `anyone`, `not_creator`, and `human_only`. - Removed the unconditional agent self-approval rejection for `in_review` issues. - Added one reusable verdict-actor check for terminal status changes and pending interaction accept or reject actions. - Used the authenticated principal type for `human_only`. Agent keys and run tokens remain agent principals. - Used the latest transition into `in_review` to identify the requester for `not_creator`. - Added actionable 403 responses that name the policy, the allowed actor, and the next step. - Kept the configured execution-stage transition and signoff behavior. - Added focused contract, helper, status-route, interaction-route, and execution-stage regression tests. - Updated the implementation specification for the new issue field. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts --reporter=dot` passed: 42 tests. - `pnpm --filter @paperclipai/shared typecheck` passed. - `pnpm --filter @paperclipai/db typecheck` passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/server typecheck` passed. - `pnpm run typecheck:build-gaps` passed across server, CLI, plugin SDK/examples, plugin wiki, and UI. - `git diff --check origin/master...HEAD` passed. - SecurityEngineer review approved the authenticated-principal checks and accepted policy-relaxation tradeoff with no required changes. - Greptile reviewed the latest head at 5/5 with zero inline comments or follow-ups. - The latest-head GitHub rollup passed build, typecheck, server/workspace tests, serialized suites, canary, e2e, and external security checks. ## Risks - The migration adds one nullable text column. It has no default and no backfill. - `not_creator` reads the latest recorded transition into `in_review`. It denies the verdict when it cannot identify the requester. - Agents can change or relax `reviewPolicy` when they have issue write access. This is intentional for this issue-level control. - Null and `anyone` do not add a database query to the verdict path. - Configured execution-stage checks still run after the issue-level policy check. > This work aligns with the completed "Agent Reviews and Approvals" and "Enforced Outcomes" roadmap items. It does not add a new roadmap capability. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context-window size are not exposed to the agent. The run used reasoning, repository tools, code execution, and GitHub CLI access. ## 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>	2026-08-05 23:12:41 -05:00
DottaandPaperclip	5b62a3883f	feat(settings): add experimental Simplified English Interactions flag (#10934 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents ask humans for decisions through interaction blocks: plan confirmations, structured questions, suggested tasks, and checkbox prompts > - Each agent writes these decision prompts in its own style, so operators can get long or unclear text at the exact moment they must decide > - There is no instance-level control that makes agents use a controlled language for these decision points only > - This pull request adds an experimental setting that tells agents to write all user-interaction content in ASD-STE100 Simplified Technical English, with the context the user needs and the effect of each choice > - The benefit is faster, clearer human decisions, with agent thinking and normal responses unchanged ## Linked Issues or Issue Description Refs #10410 (optional `/simplified-english` skill in the skills catalog; this PR adds the instance-level toggle for interactions). Problem or motivation Agent-posted user interactions (plan confirmations, structured questions, suggested-task proposals, checkbox prompts) are written in each agent's default style. Operators who want fast, unambiguous decisions have no way to ask agents to use a controlled language for exactly those decision points. Proposed solution Add an experimental instance setting, `enableSimplifiedEnglishInteractions` ("Simplified English Interactions"). When it is on, the server sets `simplifiedEnglishInteractions: true` in the heartbeat wake payload. The shared wake-prompt renderer, used by every adapter, then emits a directive: write all user-interaction content in ASD-STE100 Simplified Technical English, state what information the user needs to decide, and state what happens for each choice. The directive applies to interaction content only. Thinking, comments, documents, and other responses keep their usual style. Alternatives considered Per-agent instructions work today, but someone must maintain them on every agent. An instance-level toggle applies uniformly and turns off in one place. Server-side rewriting of interaction payloads was rejected: post-hoc translation is lossy and cannot add the decision context that only the agent has. Roadmap alignment Extends the experimental settings surface with another opt-in agent-behavior refinement, consistent with existing prompt-side flags. ## What Changed - Added `enableSimplifiedEnglishInteractions` to the experimental instance-settings zod schema, mirror type, and feature catalog (default off, tier preference) in `packages/shared`. - Server `instance-settings.ts` normalizes the flag on both read branches; `heartbeat.ts` reads it once and passes `simplifiedEnglishInteractions` into `buildPaperclipWakePayload`. - Shared adapter renderer (`packages/adapter-utils/src/server-utils.ts`): added the field to `PaperclipWakePayload`, normalization, and an `- interaction language (experimental): ...` directive emitted in both fresh and resume prompt lanes, so one injection point covers all adapters. - UI: new experimental settings card "Simplified English Interactions" in `ui/src/pages/InstanceExperimentalSettings.tsx`, in alphabetical card order; fixtures updated. - Tests: renderer coverage for flag on/off in both lanes, plus schema/catalog/UI fixture updates. ## Verification - From the repo root: `node_modules/.bin/vitest run packages/adapter-utils` (88/88), `packages/shared` validators (25/25), server instance-settings + heartbeat suites (47/47 and 70/70 consumer tests), `ui` settings tests (32/32). - Typecheck is clean in all four touched packages. - Manual check: turn the flag on in Settings → Experimental, wake an agent, and confirm the wake prompt contains the interaction-language directive; turn it off and confirm the directive is absent. ## Risks - Low risk: the flag defaults to off, and the only behavior change is one extra directive line in the wake prompt when an operator turns it on. - The directive is advisory to the agent; models can still deviate from STE. No data or API shape changes; no migration. ## Model Used - Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended thinking, agentic tool use via Claude Agent SDK. ## 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>	2026-08-05 21:50:41 -05:00
Dotta Paperclip Claude Fable 5	e43f187cad	feat(secrets): add human-approved secret proposals (#9934 ) ## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Agents can encounter credentials during work. > - Directly creating live secrets or bindings would bypass human governance. > - Proposal records must remain inert and separate from live secret resolution until an authorized human approves them. > - Approval must reuse the existing secret-create and protected agent-config write paths. > - This pull request adds the propose, review, approve, and reject lifecycle. > - The benefit is that agents can safely hand credentials into Paperclip without exposing plaintext or gaining authority to activate them. ## Linked Issues or Issue Description Follow-on to #9921, which established run-bound agent secret access. Problem / motivation: Agents can receive credentials during work. There is no governed way for them to propose a credential or binding without exposing plaintext in work artifacts or immediately creating live access. Proposed solution: Store agent-authored proposals outside live secret tables. Encrypt each proposed value and register exact-value redaction when Paperclip receives it. Require an authorized human to approve or reject each proposal. Approval executes through the normal write paths as the human approver. Binding proposals can target only the proposer or its downward reporting chain under the restrictive V1 policy. Alternatives considered: We rejected live secrets with a `proposed` status. That design would put untrusted rows in resolver, list, and sync paths. It would also allow uniqueness squatting. We rejected direct agent binding writes because a binding is an agent-config write and must keep the existing human permission gate. Roadmap alignment: This change extends the run-bound agent secret-access foundation in #9921 with a governed proposal workflow. ## Security Verdict Q0 SecEng verdict: PASS-with-required-changes. The review accepted the separate proposal-table design and required the implementation to: - fail closed unless both encryption and exact-value run redaction registration succeed; - scrub ciphertext idempotently on reject, withdraw, and expiry, with audit-visible state; - treat agent justification as hostile input and foreground action, target, provenance, and approver permissions; - snapshot and re-check the target agent plus reports-to chain at approval to prevent org-chart laundering; - make cascade approval atomic and fail closed if either secret creation or binding authorization fails; - deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources consistently; and - execute approval through the normal human secret/config write paths, including protected-change gates. Those requirements are implemented and covered by focused service, route, and UI tests. Residual V1 risk remains the accepted 14-day encrypted retention window. Proposal-time redaction also cannot clean a value that leaked before the propose call. ## What Changed - Added `company_secret_proposals`, migration `0207`, shared proposal contracts, and a state-machine service for create, approve, reject, withdraw, cascade, expiry, and ciphertext scrubbing. - Added run-bound agent proposal routes and board review routes. The routes derive provenance from authentication and enforce source restrictions, company isolation, chain-of-command checks, approval-as-approver, wake-on-resolution, and dual audit trails. - Added durable per-run exact-value redaction registration so proposal values remain redacted on later read surfaces. - Added the Secrets Proposals tab and agent configuration Proposed access rows. The UI shows fingerprint and length only. It also frames agent justification as untrusted input, runs permission preflight, supports approve and reject actions, and confirms cascades. - Updated OpenAPI, agent skill guidance, API reference documentation, and focused server and UI regression coverage. - Rebased the branch onto current `master` and renumbered the proposal migration after `0206`. ## QA Acceptance Results Q5 QA verdict: PASS — 9/9 acceptance criteria met, with one Minor non-blocking follow-up. - AC1: proposed values never echo, never appear in live lists/resolvers, and expose only fingerprint + length to board reviewers. - AC2: restrictive `self_and_reports` matrix passes: self/downward allowed; upward/lateral denied. - AC3: secret approval uses the normal create path, honors rename overrides, records proposer/approver provenance, and scrubs ciphertext. - AC4: approved bindings materialize and resolve through the target agent's runtime list/fetch routes. - AC5: pending-secret bindings require cascade; cascade succeeds atomically and permission failures leave nothing applied. - AC6: reject, withdraw, dependent rejection, and expiry paths scrub ciphertext and preserve reasons/audit state. - AC7: token/source and approver denial matrix passes through live checks plus focused route tests. - AC8: proposal lifecycle events and reused `secret.created`/config-write events form the required dual audit trail; origin-issue notification and wake are queued. - AC9: both review surfaces render and execute correctly; UI approval materializes the binding. QA also confirmed zero plaintext occurrences for all exercised proposal values in server logs. The single finding is that the company-level `bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the restrictive `self_and_reports` policy. The matrix is correct and the follow-up is tracked separately, so QA classified it as non-blocking. ## Verification - Focused server proposal and redaction suite: 83 tests pass. - Focused proposal review UI suite: 54 tests pass. - Embedded-Postgres migration reapply test: 1 test passes with the documented 30-second timeout. - `pnpm --filter @paperclipai/db typecheck` passes, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes with all gates clean. - Q5 exercised the complete propose, review, approve, bind, and runtime-resolve flow over real HTTP, JWT, and database paths. It verified 9/9 acceptance criteria. ## Risks - Proposal ciphertext is retained encrypted for up to 14 days while pending. Terminal-state and expiry scrub paths reduce but do not remove server-compromise risk during that window. - The V1 target policy is restrictive but not yet company-configurable. A separate follow-up owns that change. - A new migration can require another renumber if another migration lands before maintainers merge this pull request. > 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. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent. The exact runtime model ID and context-window size are not exposed. The agent used reasoning, repository editing, terminal execution, Paperclip API, and GitHub CLI capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its commit trailers. ## 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 or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-05 21:49:40 -05:00
scotttongandClaude Opus 4.8	dc71fef6bf	feat(ui): show task identifier in task-detail breadcrumb header (#10933 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task detail page shows a breadcrumb header with the task status glyph and the task title. > - The breadcrumb did not show the task identifier, so a reader could not name the task without opening extra context. > - Agents and people refer to tasks by identifier, so the identifier belongs next to the title. > - This pull request renders the task identifier in the breadcrumb header, between the status glyph and the title. > - The benefit is faster reference: a reader sees the task key and the title together at the top of the page. ## Linked Issues or Issue Description What existing behavior does this improve? The task detail breadcrumb header. It shows the status glyph and the task title, but not the task identifier. Subsystem affected Web UI — the breadcrumb bar on the task detail page (`ui/src/components/BreadcrumbBar.tsx`, `ui/src/context/BreadcrumbContext.tsx`, `ui/src/pages/IssueDetail.tsx`). Current behavior The breadcrumb header renders the status glyph and then the task title. The task identifier does not appear in the header. Proposed behavior The breadcrumb header renders the task identifier between the status glyph and the title. The identifier uses gray monospace styling from design tokens (`font-mono text-muted-foreground`). Reason and benefit A reader can name and reference the task from the header without opening more context. The identifier and the title appear together. Breaking changes None. The identifier field is optional. Crumbs without an identifier render as before. ## What Changed - Add an optional `identifier` field to the `Breadcrumb` type and include it in the `breadcrumbsEqual` comparison so an identifier change triggers a fresh render. - Add a `CrumbIdentifier` helper in `BreadcrumbBar` that renders the identifier in gray monospace (`font-mono text-muted-foreground`), placed after the leading status glyph in each crumb variant. - Wire the issue identifier onto the task crumb in `IssueDetail`. - Add unit tests that cover the identifier field in `breadcrumbsEqual` (fresh render on change, no-op on identical value). ## Verification - `pnpm check:token-gates` → 3/3 gates CLEAN (color literals, arbitrary bracket values, raw font-size). - `pnpm --filter @paperclipai/ui exec vitest run src/context/BreadcrumbContext.test.tsx` → 4/4 tests pass. - `pnpm typecheck` → the four changed files typecheck clean. - Manual: open a task detail page. The breadcrumb header shows the status glyph, then the task identifier in gray monospace, then the title. Visual change. Snapshot baselines are intentionally not updated, per `doc/design/DECISION-SHEET.md` → "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks Low risk. The change is additive and the identifier field is optional. It touches only the breadcrumb header rendering and the equality check. No data model or API change. ## Model Used Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended thinking enabled, tool use enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-05 19:14:51 -07:00
Nicky LeachandPaperclip	f5e9ca3e89	fix(adapters): keep user-scoped env bindings on the agent Test action (#10926 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The agent Test action builds adapter config from the form. > - The build-config parser kept plain and secret_ref bindings. > - It dropped user_secret_ref bindings on the create path. > - This PR shares one parser that keeps every binding shape. > - The test path now sends the same env binding set that a real run sees. > - The benefit is one fix across every adapter build-config path. ## Linked Issues or Issue Description What happened? The agent Test action dropped a user-scoped env binding in create mode. The same agent config worked in a real run. Related public PRs: #10115, #9321, #9921, #8825. Expected behavior The Test action should keep user-scoped env bindings and resolve them like a real run. Steps to reproduce 1. Set a user-scoped env binding on an agent config form. 2. Run Test in create mode. 3. The probe runs without the variable. Paperclip version or commit `c09d2509e3` Deployment mode Local dev (pnpm dev) Agent adapter(s) involved Not adapter-specific (core bug) Database mode Embedded PGlite (default — DATABASE_URL unset) Additional context This change is not Claude-specific. ## What Changed - Added a shared env binding parser in `@paperclipai/adapter-utils`. - Replaced the eight adapter build-config copies with the shared helper. - Kept `plain`, `secret_ref`, and `user_secret_ref` bindings intact in create mode and edit mode. - Preserved the runtime merge behavior from the earlier env merge change. ## Verification - Author-recorded test run: `packages/adapter-utils/src/env-bindings.test.ts` - Author-recorded test run: `packages/adapters/claude-local/src/ui/build-config.test.ts` - Author-recorded test run: six adapter build-config test files - Author-recorded typecheck: `tsc --noEmit` for adapter-utils and the eight adapter packages - GitHub checks: all required PR checks pass on PR #10926. - Greptile review: 5/5 with no open comments. ## Risks - The change touches adapter config assembly. - A wrong binding shape would change test-time probe input. - Tests cover the binding types and the create-mode path. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5, code execution and repo inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change 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 or confirmed no documentation update is needed - [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>	2026-08-05 17:18:41 -07:00
scotttongandClaude Opus 4.8	b1b7a9dff6	feat(settings): alphabetize experimental cards and drop the Experimental chip (#10924 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Instance Settings area exposes an Experimental page that lists opt-in feature toggles as cards. > - New experimental features were appended to the list over time, so the cards sat in insertion order with no predictable arrangement. > - An unordered list is hard to scan when you are looking for one specific feature. > - Each card also carried a small "Experimental" secondary badge, which is redundant on a page that is itself titled Experimental. > - This pull request sorts every card alphabetically by its title and removes that redundant badge. > - The benefit is a list that is faster to scan and headings that are less cluttered. ## Linked Issues or Issue Description No public GitHub issue exists for this change, so the enhancement is described inline following `.github/ISSUE_TEMPLATE/enhancement.yml`: What existing behavior does this improve? The Instance Settings → Experimental page, which lists opt-in feature toggles as a stack of cards. Subsystem affected UI — the Instance Experimental settings page (`ui/src/pages/InstanceExperimentalSettings.tsx`). Current behavior Cards render in insertion order (the order features happened to be added), so finding a specific feature means scanning the whole list. Several headings also carry a redundant "Experimental" secondary badge. Proposed behavior Cards render top-to-bottom in A→Z order by title, and no card shows an "Experimental" secondary badge. Toggle logic, footnotes, conditional visibility, and the "Managed by Paperclip Cloud" badge are unchanged. Reason and benefit Alphabetical order makes the list predictable and quick to scan for a specific feature. The "Experimental" badge repeats information already conveyed by the page title, so removing it declutters the headings. Breaking changes None. This touches card render order and the removal of a decorative badge only — no state, persistence, toggle, or visibility logic changes. ## What Changed - Sorted every card on the Instance Experimental settings page alphabetically by its heading title. - Removed the redundant "Experimental" secondary badge from the card headings (previously on Apps, Cases, and Chat-Style Tasks). - Added tests asserting the cards render in case-insensitive alphabetical order and that no card renders an "Experimental" secondary badge. - No behavior change: toggle handlers, footnotes, managed-key handling, and conditional cards (Conference Room Chat, worktree-scoped run) are untouched and now sort into their alphabetical slots. ## Verification - `pnpm check:token-gates` → all 3 gates CLEAN. - `npx vitest run ui/src/pages/InstanceExperimentalSettings.test.tsx` → 32/32 tests pass (the suite renders the real component and now covers ordering + badge removal). - `pnpm --filter @paperclipai/ui typecheck` (`tsc -b`) → clean. - Manual: open Instance Settings → Experimental. The cards read A→Z and no card shows an "Experimental" chip. ## Risks Low risk. The change is limited to one page component: card render order and the removal of a decorative badge, plus new tests. No state, persistence, toggle, or visibility logic is modified. ## Model Used Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended thinking enabled, tool use enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-05 17:08:09 -07:00
DottaandPaperclip	1fa36be353	fix(ui): use HTTP-safe clipboard copy everywhere (#10875 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators often open self-hosted Paperclip over plain HTTP on a LAN or private network. > - Browser Clipboard API writes are not reliable in that insecure context. > - Paperclip already has one shared helper with a legacy copy fallback, but many current copy actions bypass it. > - This pull request routes every core UI copy action and the first-party workspace-diff plugin through the shared helper. > - The benefit is consistent copy behavior on HTTPS, localhost, and plain-HTTP private deployments. ## Linked Issues or Issue Description Refs #3529. This change supersedes the stale prior attempt in #3531. Current master has more copy surfaces and a first-party plugin UI bridge that the prior branch does not cover. ## What Changed - Replaced direct Clipboard API writes and duplicate fallback implementations across the current core UI with `copyTextToClipboard`. - Added an HTTP-safe clipboard function to the plugin UI SDK and wired the host bridge to the same implementation. - Migrated the first-party workspace-diff plugin to the plugin SDK clipboard function. - Added unit coverage for native rejection fallback and plugin host delegation. - Added a source-level regression test that rejects new direct clipboard writes outside the shared implementation. - Documented the plugin UI clipboard function. ## Verification - `NODE_ENV=test pnpm exec vitest run ...` for 14 affected suites: 164 tests passed. - `pnpm exec vitest run tests/ui-clipboard.test.ts` in `packages/plugins/sdk`: 1 test passed. - `NODE_ENV=test pnpm -r typecheck`: passed for 31 workspace projects. - `NODE_ENV=test pnpm test:run`: passed. - `NODE_ENV=production pnpm build`: passed. - `pnpm check:token-gates`: passed with all gates clean. ## Risks Low risk. Secure contexts still use the modern Clipboard API. Plain HTTP and rejected modern writes use the existing `execCommand("copy")` fallback. That API is deprecated, but it is the compatibility path required for insecure contexts. The change has no schema, API, or visual design effect. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`. The runtime did not expose a context-window size. Reasoning, tool use, repository editing, test execution, and GitHub CLI access were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:45:08 -05:00
DottaandPaperclip	14d755824c	Remove decision and review summaries from issue headers (#10891 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators use issue pages to read task state and control task work > - The issue header showed separate summaries for open decisions and review paths > - These summaries repeated state that belongs in the Decisions view > - The extra sections added noise before the issue description and thread > - This pull request removes both header summaries and keeps decision actions in the Decisions view > - The benefit is a simpler issue header with one place for decision work ## Linked Issues or Issue Description What existing behavior does this improve? The issue detail header shows separate pending-decision and review-path sections. Subsystem affected `ui/` — React and Vite board UI. Current behavior An issue header can show a decision strip and a larger review panel before the issue content. Proposed behavior The issue header does not show either decision section. Operators continue to manage decisions and stalled reviews in the Decisions view. Reason and benefit This removes duplicate decision state from the issue header and reduces visual noise. Breaking changes The issue page no longer provides these summaries or shortcuts. Decision data, review state, and the Decisions view do not change. ## What Changed - Removed the pending-decision strip and review-path panel from the issue detail header. - Deleted the two unused header components and the panel-specific test. - Kept stalled-review actions and their Storybook examples in the Decisions queue. - Added an issue-detail regression test that covers both removed sections. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/pages/IssueDetail.test.tsx` (46 tests passed) - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `git diff --check` ## Risks - Low risk. This change removes two issue-header surfaces. It does not change decision APIs or data. - Users must open the Decisions view to find pending decisions and stalled-review actions. > This change does not duplicate planned core work in `ROADMAP.md`. GitHub searches found no related open issue or pull request. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context window are not exposed. Tool use and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-05 10:23:16 -05:00
Dotta Paperclip Claude Opus 5	8142e54150	feat(activity): merge the audit page into one rich Activity page (#10838 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board has two different pages for change history: a basic Activity list and a rich Audit feed > - The two pages show the same kind of information, so an operator must guess which page to open > - The basic list also caps at 200 rows and has no filters, so it hides older changes > - This pull request merges both pages into one Activity page that is built on the rich audit feed > - The page adds a scope toggle for all actors or agent actions only, and it hides privileged controls from members who do not have the audit permission > - The benefit is one obvious place to answer "who changed what", for every member, with filters and full history ## Linked Issues or Issue Description Related pull requests in this stack (open both before this one): - Refs #10830 — adds the company prefix to the board audit route. - Refs #10831 — adds the two-tier all-actors scope to the audit endpoint. This pull request calls that scope. This branch is stacked on those two pull requests. The diff therefore shows their commits until they merge. After they merge, this pull request contains only the last two commits: the page merge and the actor-label fix. Problem or motivation The board has two overlapping history pages. `/:company/activity` renders a plain list that is capped at 200 rows and has no filters. The audit page renders a filtered, paginated feed of agent actions, but it is a separate sidebar item and it was reachable only by members with the audit permission. A member who wants to know who changed an issue must know which of the two pages answers the question. Proposed solution Keep one sidebar item, "Activity", and build it on the rich feed. Add a scope toggle: "All activity" reads every actor kind, and "Agent actions" keeps the earlier audit behavior. Put the scope in the `mode` query parameter so a person can link to it. Show the responsible-user filter and the CSV export only to callers that the server answers at the privileged tier. Redirect the earlier audit paths to the merged page with the agent scope preset, so old links continue to work. Delete the plain list page. Alternatives considered Keeping both pages and adding filters to the plain list. That duplicates the feed logic and keeps the "which page?" problem. Deleting the audit page instead was also rejected, because the audit feed has the pagination, filters, and export that the plain list does not. Roadmap alignment The roadmap marks the activity log and action attribution as shipped. This change improves that shipped capability. It does not add a new subsystem. ## What Changed - Added a scope toggle to `AuditFeed`. "All activity" requests `actorScope=all`, and "Agent actions" keeps the earlier agent-only request. Cursor pagination works in both scopes. - Stored the scope in the `mode` query parameter, so a person can bookmark or share a scope. - Made the page chrome permission-aware. The toggle, the responsible-user filter, and the CSV export appear only when the server answers at the privileged tier. A basic member sees the shared feed and no upsell wall. - Replaced the sidebar "Audit" item. The sidebar now has one "Activity" item. - Redirected `/:company/audit` and the unprefixed `/audit` to `/:company/activity?mode=agents`. - Deleted the earlier `ui/src/pages/Activity.tsx` list page and the `CompanyAudit` page wrapper. Added `CompanyActivity` as the single route target. - Fixed the actor label for stripped rows. The basic tier removes the agent id but keeps the actor kind, so every agent row rendered as "System". Rows now fall back to the actor kind: "Agent", "User", "Plugin", or "System". - Widened the responsible-user filter control, which truncated its own label. - Resolved agent names on the basic tier. The basic tier removes the privileged `agentId` but keeps the acting principal `actorId`, and the company agent directory this page already reads is authorization-filtered. The feed therefore resolves an agent actor from `agentId` first and from an agent-typed `actorId` second. Hiding the name only in the UI gave no confidentiality benefit, because any reader could join the retained id against the readable directory. Agents that the directory filters out still fall back to the generic kind label. No server payload or permission was widened. - Fixed a stuck state in the access-downgrade recovery. A downgrade between cursor requests leaves full-tier and basic-tier pages in one cache, which starts a single recovery refetch. If that refetch did not clear the mix, the cached pages kept the condition true, the "Refreshing audit access…" banner rendered permanently, and it hid the error state together with its "Try again" button. The banner is now tied to an outstanding attempt. The refetch effect also depended on the whole query object, which changes identity every render, so it repeated the request on each render; the attempt is now tracked in state and runs once per downgrade. - Kept the agent detail "Audit" tab unchanged. That tab passes a locked agent id, which keeps the earlier privileged scope and hides the toggle. The `GET /companies/:id/activity` endpoint stays. The dashboard still reads it. This pull request does not change that endpoint. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx ui/src/App.activity-routing.test.tsx ui/src/lib/company-routes.test.ts ui/src/components/Sidebar.test.tsx server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts` — all tests pass. - New `ui/src/App.activity-routing.test.tsx` drives the real route table. It asserts that the company activity path resolves, and that both the company audit path and the unprefixed audit path reach the activity path with the agent scope preset. - New `AuditFeed` tests cover the scope toggle, the basic tier without privileged chrome, the locked-agent case, the actor-kind fallback label, basic-tier name resolution, and both downgrade-recovery paths (the refetch errors, and the refetch returns a still-mixed pair). - Mutation-checked the three new guards: disabling each one fails the test that covers it, so none of them pass vacuously. - `pnpm -r typecheck` is clean. Both design token gates are clean. - Rendered every state in a browser at 1440x900 and at 390x844: both scopes, the basic member view, the loading state, the error state, the filtered-empty state, and the true-empty state. A designer reviewed the renders and approved them. ## Risks - The default company page now reads the all-actors scope, which returns more rows than the earlier agent-only query. Cursor pagination and the existing page limit bound each request. - The page is now visible to every company member. The server decides what each member sees. The UI only hides controls that the caller cannot use. Refs #10831 for the server rules and tests. - The basic tier now shows agent names that the previous revision withheld. The name was already recoverable from the retained `actorId` through the readable agent directory, so this closes an inconsistency rather than widening access. A security reviewer chose this outcome over stripping `actorId`. - Old audit links now redirect. The redirect keeps the agent scope, so a person who bookmarked the audit page sees the same rows. - Low migration risk. There is no database change. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability. ## Model Used Claude Opus 5 (`claude-opus-5`, 1M context) with extended thinking and tool use, run through Claude Code. ## 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> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-04 23:30:23 -05:00
DottaandPaperclip	68ddd6a7a0	feat(activity): add two-tier all-actors audit feed (#10831 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need one activity feed for human, agent, plugin, and system changes > - The existing audit endpoint returns only rows that have agent attribution > - The full audit view also requires a dedicated permission > - This pull request adds an explicit all-actors scope with basic and privileged access tiers > - The benefit is that company members can inspect the shared activity history while sensitive attribution and export controls stay protected ## Linked Issues or Issue Description What existing behavior does this improve? The company audit activity endpoint and the board audit route. Subsystem affected Server REST API and board UI routing/API contracts. Current behavior The agent-action audit endpoint excludes activity without an agent ID. It also rejects company members who do not have the full audit permission. Proposed behavior Callers can opt into `actorScope=all`. A company member receives all actor kinds with sensitive attribution fields removed. A permitted board user receives complete rows and can use attribution filters. The default scope and CSV permission remain unchanged. Reason and benefit The board needs one chronological activity source for user, agent, plugin, and system actions. A two-tier response keeps the feed useful without widening access to detailed attribution or export capabilities. Breaking changes None. The endpoint keeps the existing agent-only scope and permission behavior by default. ## What Changed - Added `actorScope=all` to the unified audit query and included activity from every actor type. - Added a company-readable basic tier that removes run, responsible-user, agent, and details attribution. - Kept attribution filters and CSV export behind `audit:view_agent_actions`. - Added route and integration coverage for basic readers, permitted readers, pagination, filter denial, and all actor kinds. - Added the missing unprefixed `/audit` redirect and company route classification. ## Verification - `pnpm exec vitest run server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts ui/src/lib/company-routes.test.ts --reporter=verbose` (35 tests passed) - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` ## Risks - The all-actors query can return more rows than the legacy agent-only query. Cursor pagination and existing limits bound each request. - The basic tier intentionally exposes action and actor-kind context. It removes detailed run, agent, responsible-user, and details attribution. - The legacy endpoint behavior remains the default, which reduces compatibility risk. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability and does not introduce a separate workflow system. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, 114K context, agentic reasoning with 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>	2026-08-04 23:07:38 -05:00
DottaandClaude Opus 5	e8ae5286eb	feat(issues): explain cross-task agent writes with attribution, audit receipts, and actionable denials (#10843 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents write to tasks they do not own. They comment, they change fields, and the control plane now permits this by default for standard-trust agents on any task they can read > - This makes a task thread ambiguous. A reader sees a comment from an agent that is not the assignee, but no surface says whose authority that write rode > - The same gap applies to field edits. The activity stream named the verb, but it did not show the before value, the after value, or the reason the write was permitted > - The remaining refusals are also opaque. An agent that hits a wall receives a 403 with no boundary name, no actor who can act, and no sanctioned path. One real incident spent a full detour to find the workaround > - This pull request adds the three surfaces that make open cross-task writes legible: an attribution chip, a field-level audit receipt, and an actionable denial contract shared by the API and the UI > - The benefit is that a reader can answer "who did this, on whose authority, and was it allowed?" on the task itself, and a blocked writer is told what to do next ## Linked Issues or Issue Description No public issue exists for this work, so the enhancement is described here. What existing behavior does this improve? Cross-task agent writes are permitted, but they are not explained. A task thread can hold comments from agents that are not the assignee, and the activity stream can hold field changes made by those agents. Neither surface names the responsible user behind the write. When a write is refused, the error text does not name the boundary or the way forward. Subsystem affected Issue detail UI (comment thread and activity stream), the issue write authorization responses in the server, and the shared copy contract that both consume. Current behavior - An agent comment on a task the agent does not own looks the same as an assignee comment. - An `issue.updated` activity row states the verb only. It does not show the field-level before and after values, the responsible user, or the authorization reason. - A refused write returns a short message such as an ownership error. The message does not state which rule fired, who is able to perform the action, or which alternative path is sanctioned. Proposed behavior - An agent comment on a task the agent does not own carries a chip that reads "for {user}". The chip names the responsible user. Its tooltip states that the author is not the assignee and cannot exceed that user's permissions. - Each `issue.updated` row shows a receipt: the changed fields with before and after values, the responsible user, and the authorization reason. This applies to board edits as well as agent edits. - Each refusal states three things: the boundary that fired, who is able to act, and the sanctioned path. The API error body and the in-app notice use the same words, because both read one shared contract. Related pull requests, found by searching this repository: - Refs #10837 — merged. It added the default-open cross-task write rule, the comment attribution data, and the per-run containment cap that this pull request makes visible. - Refs #10114 — open. It proposes a narrower authorization change in the same area. - Refs #7998 — open. It proposes append-only cross-assignee comments as an alternative to opening writes. ## What Changed - Adds `packages/shared/src/issue-write-denial.ts`. This is one copy contract for eight ways an issue write can be refused: not visible, responsible-user ceiling, responsible user unavailable, excluded actor class, assignee run lock, per-run cross-task cap, missing run context, and rejected attribution. Each entry names the boundary, who can act, and the sanctioned path. - Maps server authorization decisions onto that contract in `server/src/routes/issues.ts` and `server/src/services/cross-issue-influence-limit.ts`. The flattened `error` string carries all three obligations, and `details.code` lets the UI render the same words. The two cap codes keep the names they already ship under. - Adds `CommentAttributionChip`. It renders "for {user}" beside the author name on agent comments where the author is not the assignee. It renders nothing when no responsible user is recorded, so older rows stay clean. It is wired into both `IssueChatThread` and the flagged `TaskChatThread` redesign. - Adds `IssueFieldChangeReceipt`. It renders the change receipt under `issue.updated` rows in the activity stream. Ids resolve to agent and user names where the directory is loaded. Server-truncated text is labelled as a preview, so the receipt never implies that it shows a whole value. - Adds `IssueWriteDenialNotice`. It renders the shared copy in the app, keyed off the denial events the server logs on a task. - Adds a public `/ux-lab/cross-issue-collaboration` page. It renders all three surfaces and their edge cases for review without a seeded thread. This follows the existing `ux-lab` pages. ## Verification Automated, all green: ``` pnpm --filter @paperclipai/shared exec vitest run src/issue-write-denial.test.ts # 17 tests pnpm --filter @paperclipai/ui exec vitest run src/components/IssueWriteDenialNotice.test.tsx \ src/components/IssueFieldChangeReceipt.test.tsx src/components/CommentAttributionChip.test.tsx \ src/lib/issue-change-receipt.test.ts src/lib/comment-attribution.test.ts # 46 tests pnpm --filter @paperclipai/server exec vitest run src/__tests__/cross-issue-influence-limit.test.ts \ src/__tests__/issue-comment-attribution-audit-routes.test.ts \ src/__tests__/issue-agent-mutation-ownership-routes.test.ts \ src/__tests__/low-trust-red-team-routes.test.ts # 98 tests ``` `tsc --noEmit` passes for the shared, ui, and server packages. Manual, in a browser: 1. Start the UI only: `pnpm --filter @paperclipai/ui exec vite`. 2. Open `/ux-lab/cross-issue-collaboration`. No session is needed, because `ux-lab` routes are public. 3. All three surfaces were captured at 1440x900 in light mode and dark mode, and at 390x844. The page reported no errors. 4. The chip tooltip was opened by a hover and by a keyboard focus. Rendering the page found defects that the tests had missed. Three copy and contrast defects were fixed, and two of them are now pinned by a test. A design review then found three layout defects, which are also fixed: the denial notice orphaned its label when a value wrapped, the receipt icon wrapped onto its own line at narrow widths, and the chip tooltip was reachable by hover only. ## Risks Low risk, and additive. - Every new surface renders nothing when its data is absent. Comments without a recorded responsible user show no chip, and activity events without a receipt show no receipt, so existing rows do not change. - No migration is included. The data these surfaces read already ships. - The wire values of the two per-run cap denial codes are unchanged. Only the human-readable text changes, plus six codes that had no `details.code` before. - The denial copy is read by agents as well as people. If wording must change later, one shared module is the only place to change it. - Roadmap check: this extends the completed "Activity log & action attribution" area rather than duplicating planned core work. ## Model Used Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context window, extended thinking, with tool use and code execution. It ran as an agent in Claude Code and drove a real browser to capture the review 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) - [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: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-04 23:02:51 -05:00
DottaandPaperclip	5858ccb981	feat: make in-app features cloud-aware (#10850 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: server REST routes and the React board UI. Problem or motivation A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. Proposed solution Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. Alternatives considered An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. Roadmap alignment This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and behavior. > 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, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its 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>	2026-08-04 23:00:14 -05:00
Dotta Paperclip Claude Opus 4.8	678728f650	feat: maintained in_review review-path contract + stalled-review actions (#10675 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents move issues to `in_review` and rely on a "review path" (an interaction, an approval, a monitor, or a named reviewer) to tell them who decides next. > - That review path can silently disappear. A user comment supersedes the pending interaction, a monitor is exhausted, or a run ends without restoring a path. The issue then sits in `in_review` with nobody reviewing it and no visible action. > - Such issues become invisible zombies. Nobody knows a decision is owed, so the work stalls forever. > - This pull request makes the review path a maintained invariant, exposes a `reviewAttention` surface, and gives every stalled review three inline actions in the UI. > - The benefit is that an `in_review` issue always shows who reviews it, or shows an amber "nobody is reviewing this" notice with one-click Approve, Request changes, and Send back to work. ## Linked Issues or Issue Description This pull request describes the problem inline. The tracking issue is internal. Subsystem affected The review and attention loop that agents and humans share: the `in_review` status, the `reviewAttention` surface, the /decisions attention feed, and the issue-page review panel. Problem or motivation Agent-owned issues in `in_review` can lose their last review path. A user comment supersedes the pending interaction. A monitor is exhausted. A run ends without restoring a path. The issue then sits in `in_review` with no reviewer and no visible action. It becomes an invisible zombie and the work never progresses. Proposed solution Maintain the review path as a server invariant. Expose a `reviewAttention` field that says what is under review, who decides, and since when. Render a persistent review panel on the issue page and inline actions on the /decisions feed. Keep human PATCHes into `in_review` ungated, but record the requesting user so the panel never renders empty. Alternatives considered A pure background auto-recovery sweep. This stays opt-in and is not enough on its own, because it is invisible to the human. A bare status banner. This is rejected, because it gives no action to resolve the stall. Roadmap alignment This improves the core review and attention loop that both agents and humans use every day. ## What Changed - Server — maintained review-path invariant: when an issue enters or sits in `in_review`, the server derives and persists a review path (interaction, approval, monitor, or the requesting user) and recovers a stale path with one bounded wake instead of leaving the issue pathless. - Server — `reviewAttention` surface: a new field describes what is under review (bound target with links), who decides, since when, and whether the review is stalled. Stalled agent-assigned reviews are now included in the attention feed. - Server — inline stalled-review decisions: secured routes let a permitted responder Approve (→ `done`), Request changes (→ `todo` + wake carrying the note), or Send back to work (→ `todo` + wake) directly from the attention feed. - Server — resume-intent wake: an `in_review -> todo` transition now wakes the assigned agent so a resumed review is not dropped. - Server — user-entry symmetry: user PATCHes into `in_review` stay ungated (no 422 for humans) and record the requesting user, who becomes the named responder when no other path exists. - UI — review panel: a persistent `IssueReviewPanel` renders above the thread whenever status is `in_review`. The covered state shows the bound target, responder, and outcomes and hoists the pending interaction/approval card. The stalled state shows the amber notice plus the three actions. - UI — decisions card actions: the same three actions render inline on the /decisions `AttentionQueueRow`. - UI — responsive fix: the stalled action row stacks to full-width buttons at phone width and returns to a horizontal row at `sm` and up. New 390px stories capture the phone layout. ## Verification - `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts src/api/issues.test.ts` — 91 tests pass. - Server suites added and updated: `issue-review-attention`, `issue-stalled-review-decision-routes`, `review-path-recovery`, `recovery-observability`, and related route/liveness tests (run by CI). - A designer reviewed the UI at 390px and desktop in light and dark themes on both the issue-page panel and the /decisions card. The stalled action row stacks cleanly at phone width with no overlap and keeps the horizontal row on desktop. ## Risks - Migration: adds migration `0200` (next after master `0199`, no renumber). It extends the agent-wakeup-requests schema and is additive. - Behavioral shift: `in_review -> todo` now dispatches a wake. This is intended (resume intent) and covered by tests. - Authz: the inline decision routes are permission-gated. Only a permitted responder sees and can trigger the actions. - Overall risk is moderate and contained to the review and attention loop. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-04 13:54:40 -05:00
Dotta Paperclip Claude Fable 5	ded813ad6f	feat(interactions): add governed agent addressees (#10252 ) ## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > 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 using `gpt-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was 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 (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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-04 12:51:06 -05:00
DottaandPaperclip	8e7f1c03eb	feat(decisions): improve desk triage and queue parity (#10785 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The decisions desk and queue help operators find work that needs a human decision. > - The current views use different grouping, sorting, and labels. > - Repeated confirmation requests can also leave stale pending actions in the queue. > - Blocked-work attention can point at an intermediate issue instead of the terminal blocker. > - This pull request aligns the server contract and both user interfaces. > - The benefit is a smaller, clearer queue that ranks the decisions with the largest impact. ## Linked Issues or Issue Description Related PR: #10774 What existing behavior does this improve? The decisions desk and queue currently use different triage rules. They can show stale repeated confirmations and can rank blocked work by an intermediate issue. Subsystem affected This change affects attention aggregation, issue thread interactions, shared attention contracts, and the decisions user interface. Current behavior The desk uses a can-wait group that has no clear arrival meaning. The queue has fewer controls than the desk. Repeated pending confirmations remain actionable. Blocked-work rows do not always identify the terminal actionable blocker. Proposed behavior Group desk items by arrival date, and reserve Decide now for explicit due dates. Use one toolbar and shelf model on both pages. Supersede older repeated pending confirmations. Aggregate blocked work under the terminal actionable blocker and rank it by impact. Reason and benefit Operators get one consistent triage model. The badge reflects new and overdue work. High-impact blockers move to the top. Duplicate confirmation work no longer consumes attention. Breaking changes The attention summary field `decideNowCount` changes to `deskBadgeCount`. Consumers must use the new field. Older repeated confirmation interactions can now finish with the `superseded_by_newer_request` outcome. ## What Changed - Supersede older pending confirmation requests for the same issue and record the mutation in activity history. - Resolve blocked-work attention to actionable terminal blockers, suppress live blocker trees, and rank rows by blocked-work impact. - Group the decisions desk into New today and Earlier, and count new plus overdue work in the desk badge. - Share the decision toolbar and shelf components across the desk and queue. - Add queue grouping, sorting, filtering, aging, visible training controls, and clearer recommendation copy. - Add server, shared-contract, and user-interface tests for the new behavior. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` (all server, UI, CLI, shared, and catalog tests passed; one fixed five-second DB timeout flaked under full-suite load) - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts` (passed in isolation) - `pnpm build` ## Risks - The attention summary field rename requires synchronized consumers. - Terminal-blocker traversal uses cycle and depth guards. A malformed dependency graph can stop at the last safe node. - The new arrival grouping changes which items contribute to the decisions badge. - Superseding repeated confirmations changes the terminal state of older pending interactions. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. The runtime did not expose a dated model snapshot or context-window size. The model used reasoning, repository tools, code execution, 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: Paperclip <noreply@paperclip.ing>	2026-08-03 21:31:45 -05:00
scotttong Paperclip Claude Fable 5	9b9631b724	feat(ui): chat-style tasks polish — rich-text composer, attachment chips, live-turn interstitials, mobile layout (#10707 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators talk to their agents on the issue detail page. An experimental "Chat-Style Tasks" view (#10606) makes that page read as a conversation instead of a ticket form. > - The first release of that view shipped with a plain-text composer, no visible narration while an agent works, and a desktop-only layout. > - Users write formatted replies, paste screenshots, and follow long agent runs from their phones. The experimental view should support all of that before it can graduate. > - This pull request is the next iteration of the same experiment: a rich-text composer with attachments, live-turn narration on the status line, cleaner settled-turn history, and a mobile layout. > - The benefit is a chat view that feels alive while the agent works and stays readable after it finishes, on desktop and mobile, still fully behind the existing opt-in flag. ## Linked Issues or Issue Description Refs #49 (chat with agents is a much-wanted feature). Refs #10606 (the merged first release of the experimental chat-style task view; this PR iterates on it). Related PRs found in the dedup search: - #8228 — open PR that polishes the classic issue chat composer. It targets the flag-off legacy path; this PR only changes the flag-on experimental view. - #10466 — merged blockquote-recovery fix in the shared MarkdownEditor. This PR now reuses that editor inside the chat composer. What existing behavior does this improve? The experimental "Chat-Style Tasks" view on the issue detail page (Settings → Experimental, `enableTaskChatRedesign`, default off). Subsystem affected UI (issue detail page, chat-style task view). Current behavior With the experiment enabled, the composer is a plain textarea with no formatting, no attachment preview, and no mention support. While an agent runs, the status line shows only a static label, and the agent's narration text is hidden. Finished runs render one settled row per turn, so a run with many short turns produces a long list of near-duplicate "Worked" rows, and turns without a comment append at the bottom out of order. On mobile, the desktop bounded-height thread makes the page scroll poorly. Proposed behavior The composer uses the shared MarkdownEditor: markdown formatting, mentions, image paste with thumbnail previews, and non-image attachment chips. Sending posts on Cmd/Ctrl+Enter. While an agent runs, the status line rotates playful status words and surfaces the agent's own narration as short interstitial updates: each update holds for a minimum dwell, is replaced only when superseded, and slides through a one-line viewport with tokenized motion. Back-to-back settled turns coalesce into one "Worked" row with summed durations and re-derived tool counts, and comment-less settled turns insert chronologically at their run's start time. On mobile, the thread renders in the document flow with window auto-follow and a sticky safe-area composer; the desktop layout is unchanged. Reason and benefit The chat view is only convincing if it feels like a conversation with a working agent. Rich text and screenshots are table stakes for chat input. Live narration gives moment-to-moment feedback without opening transcripts. Coalesced history keeps long-running tasks readable. Mobile support lets operators follow runs away from their desks. Breaking changes None. Every change is gated behind the existing `enableTaskChatRedesign` flag, which is off by default. The flag-off page is unchanged. ## What Changed - `TaskChatComposer` swaps its textarea for the shared `MarkdownEditor`: markdown formatting, mentions, image paste with object-URL thumbnail previews (revoked on clear and unmount), and posting on Cmd/Ctrl+Enter. - Non-image attachments render as chips on a new shared `ui/attachment.tsx` primitive (adds the `@base-ui/react` dependency it builds on). - New `status-whimsy.ts`: deterministic rotation of playful status words on the live status line. - Live interstitial narration: the transcript adapter tags agent self-talk, and the live status line shows it as ephemeral one-line updates with a ~4s minimum dwell, hold-until-superseded replacement, and a slide transition driven by new `--motion-line-scroll` tokens (cataloged in `motion-tokens.ts`, which a test keeps 1:1 with `index.css`). Hover affordance applies only to the status line, with no leading icon. - Settled-turn history: `coalesceSettledTurns` merges back-to-back settled agent turns into one "Worked" row (summed per-run durations, tool counts re-derived from the merged turn); `assembleThreadItems` inserts comment-less settled turns chronologically at run start instead of appending them at the bottom; settled turns render tool rows only (the separate thinking block component is removed). - The "Worked" summary attaches to the reply timestamp row, and thread timestamps are always visible. - Mobile layout: the thread renders with `scroll={false}` in the page scroll, a new `useWindowAutoFollow` hook keeps the window pinned to new content, the composer is sticky with safe-area padding, and the editor uses 16px text so iOS does not zoom on focus. The desktop bounded chain is untouched. - New `TaskChatDescriptionBubble` renders the issue description as the first chat bubble, and `McpIcon` gives MCP tools a distinct icon. - `IssueDetail.test.tsx` stubs `TaskChatThread`: the composer's `@mdxeditor` dependency cannot load under jsdom's CSSOM, and the suite exercises the flag-off path. ## Verification - `pnpm check:token-gates` — 3/3 CLEAN. - `node scripts/check-task-chat-motion.mjs` — OK (30 files scanned, seams present). - `cd ui && npx tsc -b` — clean. - `cd ui && pnpm vitest run` — 3,482 of 3,483 tests pass locally. The one failure is the `IssueProperties.test.tsx` monitor-row time-formatting test, which is timezone-sensitive: it fails identically on unmodified `origin/master` in a non-UTC timezone and passes with `TZ=UTC`. It is not related to this change. - Manual: enable "Chat-Style Tasks" in Settings → Experimental and open an issue with an assigned agent. Comment to start a run: the status line rotates status words and shows the agent's narration as short held updates. After the run, consecutive turns fold into one "Worked" row under the reply timestamp. Paste an image into the composer to see a thumbnail chip; attach a non-image file to see a file chip; send with Cmd+Enter. Open the same issue in a narrow viewport to see the document-flow layout with the sticky composer. - Visual snapshot baselines are intentionally not updated: per `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - The composer now loads the shared MarkdownEditor inside the chat view. The editor is already used across the app (issue descriptions, comments), so its behavior is well exercised; composer-specific handling (paste, attachments, submit keys) is covered by new tests. - The transcript adapter changes how live narration and settled turns are derived from run logs. Malformed or legacy logs degrade to generic rows rather than crashing, and the adapter suites cover the merge and ordering rules. - Object URLs for paste previews are revoked on send-clear and unmount to avoid leaks; jsdom environments without `URL.createObjectURL` are guarded. - All changes are behind the default-off `enableTaskChatRedesign` flag. Overall risk with the flag off is low. ## Model Used - Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), extended thinking enabled, agentic tool use (file editing, shell, test execution) via Claude Code / Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-03 16:25:31 -07:00
scotttongandPaperclip	772fa98393	fix(ui): move IssueRow divider and hover wash to the row root (#10702 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Inbox and Tasks screens render issues as a vertical list of `IssueRow` components > - A recent refactor split `IssueRow` into a root `div` plus a full-row overlay `Link`, and the divider and hover styles moved onto that overlay > - As a result every row shows a bottom border and hover greys the text instead of tinting the background > - This pull request moves the divider and hover/selected wash back onto the root row band and keeps only positioning on the overlay > - The benefit is the list reads cleanly again: no stray dividers, and hover tints the background behind the text ## Linked Issues or Issue Description No public GitHub issue exists. Describing the bug in-PR (bug report): What happened - In the Inbox and Tasks list views, every row shows a 1px bottom border, including the last row. - Hovering a row dims/greys the row text instead of showing a background tint behind the content. Expected behavior - List rows in Inbox and Tasks show no separator lines by default. - Hover shows a subtle background tint behind the row content; the text stays fully legible. - The blocked inbox view keeps its intentional separators. Steps to reproduce 1. Open the Inbox or Tasks list view. 2. Note the horizontal border under every row, including the last. 3. Hover a row and note the text greys out rather than the background tinting. Root cause - PR #10526 restructured `IssueRow` from a single root `Link` into a root `div` plus a full-row `absolute inset-0` overlay `Link` (to keep header controls clickable). The divider and hover/selected/checklist background classes moved onto the overlay `Link`. `last:border-b-0` no longer matched (the Link is the first child of a multi-child div), and the hover wash painted on top of the content instead of behind it. Paperclip version/commit - Base commit: `8b83d69e3` (branched from current `master`). Deployment mode - UI (web) list views: Inbox and Tasks. ## What Changed - `ui/src/components/IssueRow.tsx`: moved the divider classes and the hover/selected/checklist background wash from the overlay `Link` to the root row `div`, so the tint paints behind the content and `last:border-b-0` matches the real last row. The overlay `Link` now keeps only `absolute inset-0` positioning and the focus ring. Renamed the `hideDivider` prop to an opt-in `showDivider` (default `false`). Kept `[&_button]:relative [&_button]:z-10` on the root so the Archive button stays clickable above the overlay, and kept the `isArchiving` collapse animation on the root row. - `ui/src/components/IssuesList.tsx`: dropped the old `hideDivider` usage (dividers are now opt-in). - `ui/src/pages/Inbox.tsx`: dropped the old `hideDivider` usage. - `ui/src/components/BlockedInboxView.tsx`: added `showDivider` so this view keeps its separators. ## Verification - `cd ui && npx tsc -b` — typecheck passes with the change. - Manual (recommended for reviewer): in the Inbox and Tasks list views, confirm no per-row bottom border and that the last row has none. Because dark-mode `--border` is 10% white and near-invisible in screenshots, assert the computed `border-bottom-width` on a row element rather than eyeballing pixels. - Hover a row: text stays legible; a background tint appears behind the content. - Inbox: the Archive button appears on hover and is clickable (the overlay does not swallow the click). - Blocked inbox view: separators still render. ## Risks - Low risk. The change relocates existing Tailwind classes between two elements of the same row and renames one internal prop; no data or API surface changes. All `IssueRow` call sites were updated in this PR (verified: no remaining `hideDivider` references). ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking with tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 - [ ] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [ ] 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>	2026-08-02 12:42:45 -07:00
DottaandPaperclip	717684ad8f	Add project folder browsing to skill imports (#9930 ) ## Thinking Path > - Paperclip is the control plane teams use to manage AI agents and their reusable capabilities. > - Skills Manager lets operators discover and import skills from project workspaces. > - Automatic discovery only surfaces skills in conventional locations, so valid skills stored elsewhere in a project are invisible. > - Operators need a safe way to navigate project folders without exposing paths outside the selected workspace. > - This pull request adds company-scoped workspace folder browsing and selection to the project skill import flow. > - The benefit is that operators can find and import valid skill folders regardless of repository layout while preserving workspace boundaries. ## Linked Issues or Issue Description - Subsystem affected: Cross-cutting (`server/`, `ui/`, and `packages/shared`). - Problem or motivation: Project skill imports rely on conventional directory discovery, which prevents operators from selecting valid `SKILL.md` folders stored in atypical locations. - Proposed solution: Add a company-scoped browse endpoint and a folder browser in the import dialog. The server resolves real paths, rejects traversal outside the workspace, skips symlinks and high-noise directories, identifies skill directories/files, and caps listings at 250 entries. - Alternatives considered: Expanding the automatic scan to every directory would be slower and noisier, while accepting arbitrary filesystem paths would weaken project/workspace scoping. - Roadmap alignment: This extends the completed “Skills Manager, Skill Studio & Skills Store” capability in `ROADMAP.md` without duplicating planned core work. - Additional context: GitHub search found no duplicate or closely related public issues or pull requests. ## What Changed - Added shared browse request/result contracts and validation for project workspace navigation. - Added a company-scoped API route and service that safely lists local workspace folders and detects `SKILL.md` entries. - Added project workspace/folder navigation to the import dialog, including parent navigation, workspace switching, truncation feedback, and direct skill selection. - Added service and route regression tests for browsing, skill detection, company isolation, and traversal rejection. - Added shared response schemas and OpenAPI documentation for the browse endpoint. - Hardened explicit skill selections with realpath containment so symlinked directories cannot escape the project workspace. ## Verification - `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills.test.ts` — 64 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed. - Focused post-review reruns: `company-skills-service.test.ts` — 45 tests passed; shared/server typechecks passed. - GitHub latest-head checks — all green after one transient e2e rerun; no pending or failing checks. - `pnpm check:token-gates` — all gates clean on the rebased head. ## Risks - Low-to-moderate risk: this adds a filesystem browsing surface. Realpath containment checks prevent workspace escape, symlinks are excluded, remote-managed workspaces are rejected, and directory listings are capped. - The browser intentionally hides `.git` and `node_modules`; skills inside those directories cannot be selected through this flow. > 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, exact model ID `gpt-5.5`, reasoning-enabled with terminal/tool use and code execution; runtime context-window size is not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — the execution harness requires preserving the assigned branch name. - [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-facing docs changes are needed beyond this PR description because the flow is self-explanatory UI behavior. - [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>	2026-08-02 10:55:36 -05:00
Dotta Claude Opus 4.8 Paperclip	0a09e4d975	feat(decisions): add desk workflow and retention (#10672 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Decisions desk shows work that needs a human decision > - The queue foundation can group and rank decision work > - Operators also need a focused daily view and a safe way to handle old work > - This pull request adds the desk controls, the aging shelf, and reversible retention > - It also binds bulk archive decisions to the exact reviewed item set > - The benefit is a smaller daily queue without lost or orphaned work ## Linked Issues or Issue Description Subsystem affected Cross-cutting: server, UI, database, and shared contracts. Problem or motivation Decision work can grow into one large company list. Operators need quick queue and date controls. Old items also need a safe retention path that does not delete work. Proposed solution Add queue and date controls to the Decisions desk. Compute the aging shelf on the server. Archive idle items after 90 days unless an operator keeps them. Keep archived items searchable and revivable. Notify origin agents in one batch per sweep. Bind bulk archive proposals to a signed, exact item manifest. Alternatives considered Client-only aging can drift across browsers and source kinds. Deleting old rows removes audit and recovery paths. An unsigned dynamic bulk query can archive items that the reviewer did not inspect. Roadmap alignment This work supports the Work Queues and decision-memory directions in `ROADMAP.md`. It extends the Decisions and attention-feed foundation from #10651. Related earlier work includes #9380, #10010, and #10474. ## What Changed - Added the queue rail, date chips, decide split, triage strip, queue page, and aging shelf UI. - Added server-owned shelf state with per-queue retention overrides. - Added reversible retention state, archive history, and an idempotent notification outbox. - Added the 90-day archive sweeper, Keep exemption, archived feed query, and revive actions. - Added one origin-agent notification per agent and sweep. - Added signed bulk archive proposals with exact-set and version checks. - Persisted queue-exclusion reasons atomically and kept cross-domain source resolution per-item until it has an exact-set transaction contract. - Added API contracts, OpenAPI entries, migration coverage, focused tests, and Storybook screens. ## Verification - `pnpm -r typecheck` - `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408 files and 3,362 tests passed) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` - `pnpm build` - `pnpm check:token-gates` - Focused retention, attention, decisions, migration replay, startup, and UI API tests. - Complete queue snapshot regression with 51 items across the normal 50-item page boundary. The unmodified CLI test reports one warning assertion in this runtime because the harness injects static AWS credential variables. The isolated test passes when those two variables are removed. ## Risks - The migration adds retention and notification outbox tables. It uses idempotent table, index, and foreign-key creation. - Retention runs on the heartbeat scheduler interval. Compare-and-set version checks prevent stale archive writes. - Bulk archive acceptance fails closed when authority, activity, version, or the reviewed set changes. - Archive is reversible and does not delete source records. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code execution, database migration generation, and test execution. The context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-02 10:47:03 -05:00
Dotta Paperclip Claude Opus 4.8	dcac49a4fd	feat(workspaces): defer isolated setup until runtime start (#10653 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Isolated workspaces give each task a safe and reproducible checkout. > - The existing setup cloned the development database before an agent needed to run the app. > - This made worktree creation slower and heavier for tasks that never start a service. > - Runtime services already use one server start path for heartbeat, operator, and startup recovery flows. > - This pull request moves heavy setup to that start path and keeps worktree creation lean. > - The benefit is faster isolated workspace creation with the same reliable runtime setup when a service starts. ## Linked Issues or Issue Description Related pull request: #10652 covers the initial deferred database-seeding slice. This pull request supersedes it with end-to-end runtime provisioning and safe cleanup. What existing behavior does this improve? This improves isolated worktree creation, runtime service startup, and isolated instance cleanup. Subsystem affected Cross-cutting: CLI worktree setup, server runtime orchestration, shared workspace contracts, and development scripts. Current behavior Paperclip seeds an isolated development database during worktree creation. It can also leave an isolated instance directory after workspace teardown. This work happens even when no runtime service starts. Proposed behavior Paperclip creates the worktree with a lean eager setup. It runs an idempotent runtime provision command before the first managed service spawn. Concurrent starts share one provision attempt. Teardown removes the isolated instance safely. Reason and benefit Many agent tasks only edit and test code. They do not need a running Paperclip instance. Deferring the database seed reduces workspace startup cost while preserving automatic setup for tasks that start the app. Breaking changes None. The new runtime provision command is optional. Existing workspace behavior is unchanged when it is absent. ## What Changed - Split Paperclip worktree setup into a lean eager script and an idempotent runtime provision script. - Added `runtimeProvisionCommand` to project, issue, realized workspace, and persisted workspace contracts. - Added a per-workspace provision mutex before local service spawn for heartbeat, operator, and startup recovery flows. - Added a persisted `provisioning` service state and the `workspace_runtime_provision` operation phase. - Kept provision time outside the service readiness timeout and made failed attempts visible and retryable. - Reclaimed isolated instance data during safe workspace teardown. - Serialized deferred database seeding across processes and bound teardown to the instance root captured in persisted workspace metadata. - Added tests for config flow, concurrency, retry, no-op behavior, readiness timing, scripts, CLI commands, and cleanup. - Documented the eager and runtime provisioning contracts. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase exposed one environment-sensitive AWS doctor assertion because the agent runtime injects static AWS credentials) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when non-secret provider config is present'` - Focused runtime tests cover serialized provisioning, retry after stderr failure, absent-command no-op behavior, operation logging, persisted state order, and readiness timeout exclusion. - Focused CLI and cleanup tests cover concurrent seed serialization, stale-lock fail-closed behavior, persisted instance ownership, and rewritten sibling pointers. ## Risks - A faulty runtime provision script blocks service startup. Paperclip records stderr, marks the service failed, and retries on the next start. - Concurrent service requests share an in-process provision attempt, while the seed command uses an atomic filesystem lock across processes. A stale lock fails closed and requires an operator to verify no seed is running before removing it. - Isolated instance cleanup is destructive. The cleanup service validates ownership and path containment before removal. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and code execution. The service does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-08-02 10:37:10 -05:00
DottaandPaperclip	ec84eb7342	fix(ui): defer Inbox re-sort to attention boundaries (#10623 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Inbox lists work items by recent activity. > - An archive changes activity data and can change the computed order. > - The list can then move rows under the pointer during a fast archive sequence. > - The Inbox must keep its shown order while the operator is engaged. > - This pull request adopts fresh order only at an idle, visibility, or view-change boundary. > - The benefit is a stable Inbox that still receives fresh data and new items. ## Linked Issues or Issue Description What happened The Inbox re-sorts while an operator archives items quickly. An archive can lower a parent group's activity time. Unrelated rows then move, and the row under the pointer can change. Expected behavior Keep the shown order stable while the operator works in the Inbox. Insert new items at their computed positions. Adopt a fresh order after an idle period, after a long hidden-tab interval, or when the view changes. Steps to reproduce 1. Open the Inbox on the Mine tab with several items, including nested items. 2. Archive several items quickly with the pointer or keyboard. 3. Observe rows move before the archive sequence is complete. Deployment mode Any deployment. This change affects only the web UI. Additional context This PR supersedes the closed subset PR #10621. It keeps the full change in one review. ## What Changed - Added an order-pin utility for sections, root rows, non-issue items, and nested children. - Kept archived rows in place for the existing five-second undo interval. - Added an attention-boundary hook for idle, visibility, and view-change commits. - Connected pointer, wheel, hover, keyboard, and archive interactions to the idle boundary. - Made idle commits repeat while the Inbox stays idle. - Made view changes adopt the fresh order in the same render. - Added unit and integration coverage for order pins and attention boundaries. ## Verification - `pnpm exec vitest run ui/src/hooks/useInboxSortAttention.test.tsx ui/src/lib/inboxOrderPin.test.ts ui/src/pages/Inbox.test.tsx` — 33 tests passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — 3,429 tests passed, 2 skipped, and 1 unrelated server test failed. The isolated failure expects `issue_commented` but current master records `heartbeat.scheduling_suppressed` in `plugin-orchestration-apis.test.ts`. ## Risks - Low risk. The change is client-only and does not change the sort algorithm. - A bad pin can show an old order until the next boundary. The tests cover repeated idle commits and immediate view changes. > 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 - Anthropic Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use, and code execution for the implementation. - OpenAI Codex (`gpt-5`), reasoning, tool use, and code execution for PR preparation and verification. The serving snapshot, context-window size, and hidden reasoning configuration were not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-01 20:46:55 -05:00
Devin Foley	3dec88ce90	feat(agents): warn when an agent's escalation path routes to a paused manager (#10657 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents escalate work up the org chart (`reports_to`), and operators pause agents — notably, instance imports pause every agent by default > - A paused manager does not invalidate the chain (subordinates stay invokable), so nothing surfaces when an operator unpauses workers but leaves their manager paused > - Escalations then dead-letter silently: agent-created issues assigned to the paused manager sit in a queue nothing will ever run > - This pull request computes paused ancestors in the existing org-chain health model and surfaces a non-blocking warning on the agent read models and detail page > - The benefit is that the operator learns their escalation paths are dead before work vanishes into them ## Linked Issues or Issue Description Fixes #10647 (companion to #10648, which refuses agent-initiated assignment to paused agents at write time — this PR makes the standing hazard visible) ## What Changed - `AgentOrgChainHealth` gains two additive, optional fields: `pausedAncestors` (paused agents in the `reports_to` chain) and `escalationWarning` (human-readable, only set when the agent itself can work — a paused/terminated agent's escalation path is moot). Chain validity, invokability, and assignability are byte-identical. - No server route changes needed: the fields flow through every existing agent read model (list, detail, org chart) since they ride the same `getAgentWorkEligibility` computation. - Agent detail page shows an amber "Escalation path is paused" banner (same visual language as the invalid-chain banner, but non-blocking) with the warning text naming the paused manager and the two remedies. ## Verification - `pnpm vitest run packages/shared/src/agent-eligibility.test.ts` — 5 new cases: paused direct manager warns; paused grandparent through a healthy manager warns; the agent itself paused → no warning (but ancestors still reported); fully active chain → no warning, empty list; terminated ancestor keeps the invalid-chain classification without double-counting as paused. - Full `@paperclipai/shared` suite (392 tests) and `agent-eligibility-routes` (54) unchanged. - `tsc --noEmit` in shared, server, and ui. ## Risks - Low. Purely additive fields plus one UI banner; no behavior gates on the new data. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended thinking, agentic tool use. No other models involved. ## 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	2026-08-01 17:42:42 -07:00
scotttongandClaude Fable 5	c185e64b77	feat(ui): chat-style task view behind an experimental flag (#10606 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators spend most of their time on the issue detail page. They talk to the assigned agent there through comments. > - The current page reads as a ticket form. The thread sits below properties, the composer sits mid-page, and live agent activity renders as dense transcript logs. > - Talking to an agent is a conversation. A chat-first layout matches that mental model better than a ticket form. > - A layout change this large must not disrupt current users. It needs a safe opt-in path and full parity with the existing thread features. > - This pull request adds a chat-style task view behind a new "Chat-Style Tasks" experiment toggle. The flag is off by default and the existing page is unchanged when it is off. > - The benefit is a focused, readable conversation with the agent: live tool activity folds into compact summaries, the composer stays at the bottom, and properties, plan, and artifacts move into header tabs. ## Linked Issues or Issue Description Refs #49 (chat with agents is a much-wanted feature). Related PRs found in the dedup search: - #4489 — an earlier, closed attempt to promote the conversation to the primary surface on issue detail. This PR is a fresh, flag-gated take on the same goal. - #8837 — an open PR that proposes a two-column task layout. It restructures the same page but keeps the ticket paradigm; this PR is orthogonal because it is opt-in and chat-first. Subsystem affected UI (issue detail page). Problem or motivation The issue detail page presents agent conversations as a ticket: properties first, thread below, composer in the middle of the page, and raw transcript noise during live runs. Users who mainly converse with their agents must scroll past chrome to follow the conversation, and live activity is hard to read. Proposed solution An opt-in chat-style view of the issue detail page, gated by a new "Chat-Style Tasks" experiment toggle in Settings → Experimental. With the flag on, the thread fills the center pane, the composer docks to the bottom of the viewport, Properties / Plan / Artifacts become header tabs, live turns show a status pill with the current tool action and elapsed time, and settled turns collapse to a "Worked · N tools" summary that expands into per-tool rows. With the flag off, nothing changes. Alternatives considered Restyling the existing layout in place (rejected: too disruptive without an opt-out), and a separate chat page beside the issue page (rejected: splits the task's single source of truth). A per-request lab page (`/task-chat-lab`, dev-only) was kept for design iteration instead. Roadmap alignment ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to real work objects. This PR keeps the core task-and-comments model — it only changes presentation, opt-in — so it does not duplicate that planned work. ## What Changed - New `enableTaskChatRedesign` instance setting, exposed as a "Chat-Style Tasks" experiment card in Settings → Experimental (shared feature catalog, validators, server instance-settings service, and UI settings page). - New `ui/src/components/task-chat/` component family: chat thread with turn grouping, agent reply bubbles, live status pill, collapsible turn summaries with per-tool rows, plan tab with a sticky CTA action bar, inline interaction cards, per-request mode chips, and a bottom-docked composer. - A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs and icons; the status pill, tool rows, and the classic transcript view all use it. - A transcript adapter converts stored run logs into chat turns; it dedupes tool-call updates by `toolUseId` so tool counts match the expanded rows, and it keeps a tool row's first real name when later generic updates arrive. - Composer: posts on Cmd/Ctrl+Enter, supports image paste with object-URL thumbnail previews (revoked on clear/unmount), and uploads through the issue attachments route. - `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar, the header is not sticky, and the chat fills the center; with the flag off, the previous layout renders unchanged. - Motion tokens for the new animations live in `ui/src/index.css` with a `motion-tokens.ts` catalog and a test that keeps the two in sync (the catalog now also covers the shared enter/exit/swap tokens that the decision/quicklook block declares). - A dev-only `/task-chat-lab` page with fixtures and a tweak panel for motion tuning. ## Verification - `pnpm typecheck` — clean across the workspace. - `pnpm check:token-gates` — 3/3 CLEAN. - `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The one failure is `IssueProperties.test.tsx` monitor-row time formatting, which is timezone-sensitive: it also fails on unmodified `origin/master` in a non-UTC timezone and passes with `TZ=UTC`. It is not related to this change. - `cd server && pnpm vitest run src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers the new setting). - Manual: start the dev server, open Settings → Experimental, enable "Chat-Style Tasks", and open any issue. The thread fills the page, the composer docks to the bottom, and Properties / Plan / Artifacts appear as header tabs. Assign an agent and comment to watch a live run: the status pill shows the current tool action with elapsed time, and the finished turn folds into a "Worked · N tools" summary. Disable the toggle and confirm the classic page is unchanged. - Visual snapshot baselines are intentionally not updated: per `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - The flag-off path goes through the same `IssueDetail.tsx` file, so a regression there would affect current users. Mitigation: the classic markup renders through the same components as before behind explicit flag conditionals, and the full UI suite passes. - The transcript adapter interprets stored run-log formats, including legacy entries without `toolUseId`. Malformed logs degrade to generic tool rows rather than crashing. - The new view changes no server behavior other than one additive instance setting; it is additive and default-off. Overall risk with the flag off is low. ## Model Used - Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), extended thinking enabled, agentic tool use (file editing, shell, test execution) via Claude Code / Claude Agent SDK. ## 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: Claude Fable 5 <noreply@anthropic.com>	2026-08-01 02:26:47 -07:00
Dotta Paperclip Claude Opus 4.8	9c1f8e7887	feat(decisions): add first-class propose mode (#10010 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections Agent Reviews and Approvals, Enforced Outcomes, MCP Tool Gateway & Apps (governed tool access), and Activity History by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - Migration: Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - Authorization: Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - Concurrency: Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - UI: Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > 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 CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:17:02 -07:00
Dotta Paperclip Claude Opus 4.8	71231dfa38	feat(audit): agent audit UI — company page + per-agent tab (#9744 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description Feature. This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 - Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## 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 - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:09:13 -07:00
DottaandPaperclip	627728bdde	feat: add authoritative issue PATCH receipts (#10478 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents update tasks through the issue API. > - The update response did not state which values changed. > - Blocker updates also did not echo the scalar blocker IDs. > - Agents therefore used an extra GET request to confirm a successful write. > - This pull request adds an authoritative change receipt and an optional small response. > - The benefit is fewer API calls with a clear and compatible write contract. ## Linked Issues or Issue Description No public GitHub issue exists for this change. ### Subsystem affected Cross-cutting: `server/`, `packages/shared`, and the UI issue cache. ### Problem or motivation A successful issue PATCH returned the updated issue, but it did not identify the effective changes. Blocker writes returned relation summaries without the scalar IDs. Agents could not distinguish a confirmed clear operation from missing data. The response must confirm committed field and blocker changes while existing UI clients continue to receive the full issue by default. ### Proposed solution Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo. Support `Prefer: return=minimal`. Keep the full response as the default. ### Alternatives considered Make the small response the default for agent tokens. This would create different response contracts by actor type, so this pull request does not use that design. ### Roadmap alignment This is a focused control-plane reliability improvement. It does not duplicate an open roadmap milestone. ## What Changed - Compute committed issue row and relation changes in the issue service. - Omit no-op fields and truncate changed long text values to 200 characters. - Echo blocker ID arrays for blocker set and clear requests. - Add the opt-in `Prefer: return=minimal` response and `Preference-Applied` header. - Keep receipt metadata out of React Query issue caches. - Add route and embedded Postgres tests for the new contract. ## Verification - `pnpm exec vitest run server/src/__tests__/issue-activity-events-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t "returns authoritative update receipts for row fields and blocker relations"` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `git diff --check` ## Risks - Low compatibility risk. The default response only adds receipt fields. - Minimal mode is opt-in. Existing clients do not receive a smaller body. - The receipt excludes `updatedAt` because the response already returns it as the freshness anchor. - Prose API and agent workflow guidance will follow after the server contract is available. > 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 based on GPT-5. The exact deployment ID, context window size, and reasoning mode are not exposed to the agent. The agent used repository tools, code execution, 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: Paperclip <noreply@paperclip.ing>	2026-07-31 18:52:59 -07:00
TonioandClaude Opus 5	492555aaf9	design(decisions): flatten decision cards to two task-borrowed types (#10474 ) The Decisions queue ran five parallel colour/icon vocabularies chosen by source kind, plus a separate severity badge, so two rows needing the same response could look unrelated and none of it matched the task list. Every row now resolves to one of two kinds, each borrowing the task status it corresponds to: blocking renders as `blocked`, review as `in_review`, both through StatusGlyph and the existing --status-task-icon-* tokens. Source kinds keep their own wording; only colour and icon merge. Card anatomy follows the design mock: no left accent rail, rounded cards 16px apart, a "/"-separated meta breadcrumb, a named See more / See less control, and no separately tinted drawer when expanded. Verb order is fixed across both states. Severity moves from chrome to a toolbar filter. Four defects fixed along the way: - blocked rows reported themselves as their own blocker (server-side) - the task key was missing wherever the row's subject IS the task - the task quicklook stuck open, because closing handed focus back to a trigger that opens on focus - the card ring appeared on click, and only on cards with a toggle Also: the standard task preview is aligned to its trigger's text and scales out of it, the task eyebrow renders its project as a tile, and the first motion tokens land alongside the disclosure and crossfade. Supersedes #9574 and #9575. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	2026-07-31 18:43:40 -07:00
Devin Foley	90ead239a8	feat(ui/server): name cross-company environment secret refs instead of calling them missing (#10577 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Environment configs (sandbox providers, SSH) can bind stored company secrets through `format: "secret-ref"` fields, picked in the environment editor's secret picker > - Environments are instance-scoped and shared by every company on an instance, but the picker lists only the current company's secrets, so a ref pointing at another company's secret renders as "Missing secret (…)" in destructive styling > - That state is indistinguishable from a genuinely deleted secret, so operators "fix" a healthy binding by creating a duplicate secret in their own company — the exact sequence that used to corrupt bindings before #10576 > - This pull request adds an instance-gated metadata endpoint for an environment's secret refs and teaches the picker to name a cross-company secret and its owner honestly > - The benefit is that operators can tell a healthy cross-company binding from a broken one, and stop creating duplicate secrets ## Linked Issues or Issue Description Is your feature request related to a problem? Please describe. In the environment editor, a secret-ref field that points at a secret owned by a different company shows "Missing secret (22095402…)" in red, with "The previously selected secret is no longer available. Pick another or remove the binding." The binding is actually healthy — the current company's picker just cannot list the other company's secrets. Operators react by creating a duplicate secret and re-pointing the field. Describe the solution you'd like The editor should know the referenced secret's name, status, and owning company (metadata only, never the value) and present a cross-company ref neutrally, a deleted secret as deleted, and only an unknown id as missing. Related: #10576 (fixes the binding corruption this UI state used to trigger). ## What Changed - New `GET /environments/:id/secret-refs` returns `{ refs: [{ configPath, secretId, name, status, companyId, companyName }] }` for the environment's config-derived secret refs. Values are never returned. The route sits behind `assertCanAccessInstanceEnvironments`, the same gate as environment editing. - New `secretService.describeSecretRefs` loads that metadata across companies; unknown ids are omitted. - `SecretBindingPicker` reads an optional `SecretRefHintsContext` (keyed by secret id). With a hint, a ref the company list cannot show renders as `NAME — Owning Company` with neutral styling and the note "Owned by the … company. The binding keeps working; selecting a secret from this list re-points it here." A hint with `status: "deleted"` reports the secret as deleted. Without hints, behavior is byte-identical to before — agent editors and other picker users are unaffected. - `CompanyEnvironments` fetches descriptors for the environment being edited and provides them through the context. ## Verification - `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts src/__tests__/secrets-service.test.ts` — new endpoint happy path, agent 403 (descriptors never computed), and embedded-Postgres coverage proving cross-company names resolve and unknown ids drop out. - `cd ui && pnpm vitest run src/components/SecretBindingPicker.test.tsx src/components/JsonSchemaForm.test.tsx src/pages/CompanyEnvironments.test.tsx` — hinted cross-company rendering, hinted deleted secret, and unchanged no-hint fallback. - `pnpm run typecheck` in `server` and `ui`. - Manual: edit an environment whose secret-ref field references another company's secret; the field names the secret and its owning company instead of "Missing secret". ## Risks - The endpoint exposes secret names and company names across companies to instance-level environment editors. Those actors already manage instance-shared environments (and instance admins are implicit members of every company), so this reveals no secret material and no new reach; the service method documents that callers must sit behind an instance-level gate. - UI change is additive and context-gated; pickers without a provider render exactly as before. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended thinking, agentic tool use (file edits, vitest/tsc runs). No other models involved. ## 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	2026-07-31 16:46:26 -07:00
DottaandPaperclip	bec04da2c2	fix(ui): make task header status and priority controls interactive (#10526 ) <!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators use the task page header to read and change task state > - The status and priority icons already had picker logic, but the compact triggers were not semantic controls > - This made pointer and keyboard interaction unreliable in the task header > - This pull request makes both compact icon triggers real buttons and keeps the existing picker behavior > - The benefit is that operators can change status and priority directly from the header with pointer or keyboard input ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI. ### Problem or motivation The compact status and priority icons can receive change handlers, but their popover triggers are plain icon elements. They do not provide a reliable click target, keyboard focus, or control label. Operators need to change both values directly from the task header. ### Proposed solution Use semantic button triggers in the shared status and priority components. Keep the existing API update wiring and picker options. Keep task-row navigation links separate from editable row controls. An operator can select either icon, open its picker, and choose a new task status or priority. ### Alternatives considered A task-page-only wrapper would duplicate control behavior. Moving the controls would also change the page layout. The shared components already own the picker behavior, so a shared trigger fix is smaller and more consistent. ### Roadmap alignment This is a focused board UI usability and accessibility fix. It does not duplicate a planned roadmap feature. ### Additional context The task page already passes change handlers to these shared components. This change makes that existing path interactive and accessible. ## What Changed - Added semantic button triggers for compact and labeled status controls. - Added semantic button triggers for compact and labeled priority controls. - Added accessible current-state labels and keyboard focus styles. - Separated issue-row navigation links from row controls to avoid nested interactive elements. - Added real popover interaction coverage and row semantics regressions. - Added task-page regression tests for update requests. ## Verification - Focused task-header and row suites passed with 131 tests. - The final row, inbox, and picker regression suites passed with 83 tests. - `pnpm --filter @paperclipai/ui exec tsc -b --force` passed. - `pnpm run typecheck:build-gaps` reproduced the CI typecheck before the fix. The forced UI build passed after the fix. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm test:run` completed the server and UI partitions. One unrelated CLI AWS doctor assertion saw injected static AWS credentials and returned `warn` instead of `pass`. The exact test passed after those two environment variables were removed. - `git diff --check origin/master...HEAD` passed. - All latest-head GitHub checks passed, including both e2e shards. - Greptile passed at the required threshold with zero open review threads. ## Risks - The shared issue-row DOM now uses a full-area navigation link beside native action buttons. - Existing visual layout, pointer navigation, keyboard navigation, and action behavior remain covered by row, inbox, and list tests. - Read-only status and priority icon uses are unchanged. > 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 the `gpt-5` model. The runtime did not expose its context window size. The agent used reasoning, repository tools, code execution, and GitHub CLI integration. ## 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>	2026-07-31 10:49:35 -07:00
DottaandPaperclip	6a3cbe1c58	fix(ui): load the full selected timeline window (#9576 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The timeline page visualizes company activity across a selected date window > - The UI requested only the first paginated issue batch even when the selected zoom covered seven or thirty days > - A busy company could therefore render an incomplete timeline while the controls implied the full window was loaded > - The timeline query needs to exhaust the API pagination for the selected date range and combine each page without duplicating shared timeline records > - This pull request adds a paginated window loader, merges the returned timeline data, and covers the multi-page behavior with a regression test > - The benefit is that the visible timeline matches the selected zoom window instead of silently omitting later issues ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I searched existing open and closed issues and pull requests; no matching report or implementation was found. - [x] I reproduced the behavior against the pre-change `master` implementation. - [x] I confirmed the error originates in Paperclip's core timeline UI, not an adapter, provider, or local configuration. ### What happened? Selecting the default seven-day timeline range loaded only the first API page (up to 500 issues). Companies with more activity therefore displayed incomplete data even though the controls showed the full selected window. ### Expected behavior The timeline should load all issue pages that fall within the selected date window. ### Steps to reproduce 1. Open the company timeline for a date range containing more than 500 issues. 2. Keep the default seven-day range or select another multi-day preset. 3. Observe that only the first page of issue-backed timeline data is shown. ### Paperclip version or commit Pre-change `master`. ### Deployment mode Local dev source build. The behavior is not adapter-specific and is independent of database mode and access context. ### Privacy checklist - [x] No logs, configuration, personally identifiable information, or user data are included. ## What Changed - Added pagination parameters to the timeline API client contract. - Added a timeline window loader that requests every issue page and deduplicates actors, spans, events, and edges while preserving pagination metadata. - Switched the timeline query to use the complete-window loader. - Added a regression test proving a 501-issue window loads both API pages and combines their records. - Preserved delegation events and edges when parent and child issues fall on different API pages, with a server regression test. ## Verification - `pnpm exec vitest run server/src/__tests__/work-timeline-service.test.ts ui/src/pages/Timeline.test.tsx` — 16 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm check:token-gates` — all gates clean. - `git diff --check origin/master...HEAD` — passed. - Remote CI: build, typecheck, both e2e shards, canary, policy, security, every general/serialized test shard, and the aggregate `verify` gate passed on head `24784b28e9`. ## Risks - Low risk: the change is isolated to timeline data loading and has no schema or API endpoint changes. - Large date windows now make sequential requests for all issue pages, increasing request count for very active companies; the 500-item page size bounds each response. - Merged records rely on stable identifiers or composite event/edge keys; the regression test covers cross-page combination and deduplication behavior. > 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 using GPT-5.4 with reasoning, repository tool use, shell execution, and test execution. The runtime does not expose the exact 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>	2026-07-30 21:40:57 -07:00
Devin Foley	075951f6bd	Fix import completion UX: inbox flood, false-failure message, stale company list (#10538 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company Import/Export (#10507, hardened in #10523 and #10531) now imports a large company end to end via an async job > - A real 1,418-issue import succeeded, but three rough edges showed up in that success > - Imported issues flooded the inbox, a completed import surfaced a false "failed" message after its in-memory result expired, and the new company didn't appear in the switcher until a manual refresh > - This pull request keeps imported issues out of the inbox, treats an expired-but-completed import as success, and refreshes the company list on completion > - The benefit is that a successful import looks and feels successful, and doesn't bury the user's inbox in historical tasks ## Linked Issues or Issue Description - Refs #10507 / #10523 / #10531 (Import/Export and its hardening). No open issue; three post-import bugs described above. ## What Changed - Imported issues no longer flood the inbox. The inbox "mine" tab is a query: an issue is "touched" if the user authored a comment on it, and import re-attributes bundled user comments to the importing user — so every imported issue appeared. Import now seeds a per-user `issue_inbox_archives` row for each imported issue (via a batched `issues.archiveImportedInbox`), the exact table the inbox visibility query excludes. Gated on an actor user id, so agent/system imports and normal issue creation are untouched; genuine new activity still resurfaces the issue. - A completed import no longer shows a false failure. The in-memory job's terminal retention was 5 minutes, so a poll after that 404'd and the UI showed "failed." Retention is extended to 60 minutes — the real mitigation for a user who steps away during a long import. `watchImportJob` additionally treats a server-confirmed success whose full result is no longer retained (a `succeeded` status carrying only the compact summary — a cloud tenant job, or a board job whose full in-memory result aged out) as a soft success ("import completed — open the company"), navigating by the summary's company id. A 404 while the job is still being watched is not treated as success: a running job is never dropped by the retention sweep, so its disappearance means a restart mid-import that may not have finished, and it surfaces the honest "may have restarted while the import ran" error. A first-poll 404 (the id never existed) is likewise a real error. - The imported company appears without a refresh. `onSuccess` now invalidates the companies/switcher query unconditionally (covering both the full-result and expired-but-completed paths) and navigates by the job's company id. ## Verification - shared/server/ui typechecks clean; 15 UI tests in the touched spec green, plus the embedded-Postgres import batching and portability-routes suites. - New tests: embedded-Postgres test that imported touched issues are archived for the actor and excluded from the inbox query while a normally-created issue still appears; job resolvable at the old window+1 and only 404s past 60 min; UI soft success on a server-confirmed `succeeded` job without a retained full result (no error, list invalidated, navigates by company id), a running-then-gone job → honest error (restart mid-import), and a first-poll 404 → error. ## Risks - Low and import-scoped: the inbox archive only affects imported issues for the importing user; normal issue creation and non-user (agent/system) imports are unchanged. Retention extension is a constant; the async job store remains in-memory by design. A restart mid-import still 404s and is surfaced honestly as a possible failure (never masked as success); only a server-confirmed success whose full result has expired is reported as a soft success. ## Model Used - Implementation: Claude Fable 5 (`claude-fable-5`, Anthropic). Review hardening (the confirmed-success narrowing): Claude Opus 4.8 (`claude-opus-4-8`, Anthropic). Both via the Claude Code CLI with extended thinking + tool use; root-caused against the live import. ## 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 - [x] My branch name describes the change and contains no internal ticket id - [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	2026-07-30 21:33:02 -07:00
Devin Foley	5ec7ce76e5	Upload company import packages as compressed zip uploads (fix large-company imports through Cloud) (#10531 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company Import (#10507, hardened in #10523) lets a user upload a company package on the Import page > - The page expanded the user's `.zip` into a files map and POSTed it as ONE inline JSON body — ~40MB for a real company because attachment blobs get base64-inflated > - On Paperclip Cloud that body travels browser → harness proxy → tenant, where it truncated in transit → body-parser 400 → the browser saw "Failed to fetch", and nothing imported > - Two compounding causes: the giant inline body itself, and the board async opt-in riding an `x-paperclip-cloud-` header that the Cloud harness strips as anti-spoofing (so async never engaged and the import held one fragile synchronous connection) > - This pull request uploads the raw compressed `.zip` as a multipart request (about a third the size, already compressed) parsed server-side into the same bundle the importer consumes, and moves the async opt-in to a proxy-safe `?async=1` > - The benefit is that a large-company import actually completes through Cloud: a small compressed upload, a real async job that survives dropped connections ## Linked Issues or Issue Description - Refs #10507 / #10523 (Import/Export and its hardening). No open issue; problem described above (large-company browser import through a proxy: inline JSON body truncates → 400 → "Failed to fetch"; async opt-in header stripped by the front door → async never engages). ## What Changed - Multipart zip transport.* The Import page uploads the raw `File` as `multipart/form-data` (field `package`, import options in a JSON `meta` field); the server unzips it into `{ rootPath, files }` and runs the exact existing preview/import logic. The `application/json` inline path is byte-identical for CLI/programmatic callers. Bare `application/zip` (meta via `?meta=`) is also accepted for programmatic use. - Shared node zip reader. `packages/shared/src/portability-zip.ts` (node-only subpath, not re-exported to the browser bundle — same pattern as `portability-hash.ts`); the CLI's `zip.ts` becomes a thin re-export. Identical codec (STORE + DEFLATE via `inflateRawSync`, rejects data descriptors/zip64). - Proxy-safe async signal. `wantsAsyncImport` = `?async=1` (board browsers, survives the harness) OR the existing `x-paperclip-cloud-async-import` header (cloud tenants, set server-side). The UI async client now uses `?async=1`. Backward compatible. - Size + preflight. New `PORTABLE_ZIP_UPLOAD_LIMIT_BYTES = 128MB`; the inline 56MB preflight no longer gates the zip path (it shows the compressed size instead). Async submit/poll/resume, the duplicate-guard fingerprint (now over the resolved bundle), pause-on-import, progress/error panels, and activation all apply to the multipart path. - OpenAPI documents json + multipart + zip bodies and the `async` query param. ## Verification - Full typecheck chain (shared, server, ui, cli) clean. - 152 tests across 8 files: new `portability-zip.test.ts` (STORE/DEFLATE/base64-blob byte-exact round-trip, truncation throws, data-descriptor rejection); `company-portability-routes.test.ts` +7 (multipart import+preview equals the inline bundle; async multipart 202→poll→success; board async via `?async=1` with no cloud header; cloud-tenant async via header; sync fallback with neither; truncated-zip 400, nothing imported); `CompanyImport.test.tsx` asserts the local zip sends the raw File and the inline preflight no longer blocks; `openapi-routes.test.ts` green. - NOT yet measured: the end-to-end browser upload through the live Cloud harness — verified on staging after deploy before closing out. ## Risks - Import semantics unchanged — only transport changed; the JSON inline path is byte-identical, the cloud-tenant header async path untouched. Multipart parsing is server-side (memory-bound: a ~13MB zip → ~30MB files map, fine on the server). - The bare `application/zip` path is programmatic-only and covered by content-type dispatch but not a dedicated route test (the multipart path is). ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), Claude Code CLI, extended thinking + tool use; root-caused against live logs/DB and the harness proxy source. ## 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 - [ ] 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	2026-07-30 18:48:22 -07:00

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