Commit Graph
17 Commits
Author SHA1 Message Date
Nicky LeachandPaperclip 8b4ab65b1c Add plugin-owned project storage and task workspaces (#17001)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks can use isolated repository workspaces.
> - Core currently prepares those repositories on its own filesystem.
> - A storage provider may only expose repositories inside remote agent
computers.
> - Project storage and task workspace preparation must have one
provider owner.
> - This pull request adds that contract and keeps execution as a
separate plugin interface.
> - Core keeps authorization, durable task bindings, and lifecycle
fences.

## Linked Issues or Issue Description

**Subsystem affected**

Plugin SDK, project workspace policy, heartbeat preparation, execution
leases, and workspace lifecycle.

**Problem or motivation**

Core cannot prepare a task workspace when its repository storage is
unavailable on the Core host. An execution lease must not be required
just to prepare persistent storage.

**Proposed solution**

Let one plugin provide project resource lifecycle and workspace prepare,
inspect, restore, and remove behavior. Core reserves a task workspace
before it calls the plugin. The plugin returns an opaque durable
reference. The matching execution plugin receives that reference on its
task RPC.

**Alternatives considered**

Preparing repositories on Core would require a provider mount on Core.
Preparing them only during task launch would tie persistent workspace
lifecycle to execution leases and agent availability.

**Roadmap alignment**

This extends the remote provider model in ROADMAP.md. Related execution
work is in #16978. This PR does not replace that task bridge. Native
execution of managed storage requires the bridge; this change fails
closed when it is absent.

## What Changed

- Add one storage provider declaration with supported modes/strategies,
a capability, a validated RPC contract, and a test harness.
- Persist provider ownership, repository revision, and
execution-workspace identity before external effects. Reconcile retries
with a stable operation ID.
- Prepare provider storage before environment acquisition. Keep Core
filesystem preparation out of this path.
- Pin the durable reference to the matching execution plugin and
validate the lease binding before task dispatch.
- Route inspection, reopen, and removal through the existing lifecycle
process. Keep local data when remote recovery is uncertain.
- Keep the application database pool free during lifecycle locks.
Preserve pending workspace selections, validate source edits before
retirement, and retry unfinished closed storage cleanup.
- Protect provider metadata and live repository sources from caller
edits. Storage edits retire only closed records with confirmed removal;
retired records cannot reopen.

## Verification

- Current head `8214b3ca5`: all 25 provider lifecycle tests pass with
`maxConnections=1`. They cover preparation, inspection, reopening,
removal, a paused provider with responsive ordinary SQL and a competing
source edit, pending selection preservation, rejected source edits,
cleanup retry scheduling, and providers that cache operation results,
and committed cleanup notifications for storage intent and recovered
state.
- Final frozen-tree lifecycle run on `8214b3ca5`: all 318 tests passed
in 10 files, covering workspace services, reopen, compaction, task
binding, project sources, heartbeat preparation, display caching, and
source locks.
- Direct server `tsc --noEmit` passes. The SDK build and all 128 SDK
tests passed during initial verification; later SDK changes are
documentation only.
- Full CI on the previous head `ec5c7209a` passed all 55 applicable
checks; 2 conditional checks skipped. Standard Greptile reviewed current
head `342e6d9c3` at 5/5 with no unresolved threads. All 55 applicable CI
checks passed on `342e6d9c3`; 2 conditional checks skipped. The Slack
browser and CLI startup jobs passed on their single unchanged-head
rerun. Its Apex review returned 4/5 with one pending-restoration issue.
Commit `1b58943b1` reconciles that durable intent before cleanup,
advances the generation without reopening the Core row, and blocks
direct removal or retirement while intent remains unresolved. Standard
Greptile reviewed `1b58943b1` at 5/5 with no new findings. All 54
applicable CI checks passed on `1b58943b1`; 3 conditional checks
skipped. The chat job passed on its single unchanged-head rerun. Apex
then returned 4/5 for a missing cleanup wake after recovery. Commit
`8214b3ca5` atomically registers cleanup intent before storage intent
and recovery-result writes. Its provider test observes real committed
notification hints and the visible advanced generation. Standard
Greptile reviewed `8214b3ca5` at 5/5 with no new findings. All 55
applicable current-head CI checks passed on the first run; 2 conditional
checks skipped. Final Apex verification completed at 5/5 on this exact
head: 38 files reviewed, no new comments, and no unresolved threads. The
PR is ready for review and mergeable.
- The first Apex review found five issues after a standard 5/5:
application-pool starvation, stale pending selections, retirement during
rejected source edits, lost cleanup retries, and reused inspection
identities. Commits `6d72e7fd4` and `342e6d9c3` fix each with regression
coverage. Archive lock waits use dedicated connections, and source edits
fail promptly if the lifecycle is busy. Retirement compares normalized
values. The normalized-source regression initially failed with the
raw-value comparison; after moving the check after normalization, a
clean provider-suite rerun passed all 24 tests at that stage. Those
threads are resolved; the earlier Apex 0/5 is not a passing acceptance
result.
- Earlier local integration attempts could not bind localhost inside the
sandbox. The same suites passed with permission to start local
PostgreSQL.
- The earlier broad local `pnpm test:run` overlapped edits and reported
stale-revision and checkout-path/Git-fixture failures. It was not a
final-tree result. Full CI subsequently passed; the original local
failure remains part of verification history.
- Local repository-wide typecheck/build cannot complete because `cargo`
is unavailable. Direct server TypeScript checks and affected tests pass;
full Rust and build validation comes from CI.
- An earlier browser run on `ff918c5a8` failed in the unchanged
case-filter journey: expected “Done,” received “All statuses,” with an
announcement handler recorded during the assertion. The cause is not
confirmed. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39500611857/job/118896954508)
remains verification history. The unchanged shard passed in the next
full CI run on `ec5c7209a`; no UI or fixture change was made.
- Current-head browser shard 2 failed waiting five seconds for the
mocked Slack setup Success heading. This PR changes neither that UI nor
its fixture. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021232)
remains verification evidence. The cause is not confirmed; the single
unchanged-shard rerun passed; no UI or fixture change was made, and the
original cause remains unconfirmed.
- The workspace test shard passed its 3,978 general tests, then its CLI
company-import/export fixture timed out after 30 seconds waiting for
startup health before creating any company or workspace. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39506070513/job/118916021855)
remains verification history. The child reached external-PostgreSQL
startup without exiting or reporting an exception. Its cause is not
confirmed; the single unchanged-job rerun passed, including the CLI
fixture. No startup or fixture change was made, and the original cause
remains unconfirmed.
- The new cached-removal regression initially failed because its fake
worker advertised availability for unrelated fixture plugins, so another
workspace changed its fake checkout state. Worker availability now
matches the fixture plugin; the complete 25-test provider suite passes.
- On `1b58943b1`, the chat shard timed out polling for one conversation
after an authorized GitHub description edit. [The failed
job](https://github.com/paperclipai/paperclip/actions/runs/39510521657/job/118930193418)
remains evidence. The exact case passes locally against PostgreSQL (1
passed, 1,380 unrelated cases skipped), and this PR changes neither that
test nor its handler. The original cause is unconfirmed; the single
unchanged-job CI rerun passed without a code or fixture change. The
original cause remains unconfirmed.
- The diff was checked for credentials, private references, and
generated artifacts.

## Risks

This is an additive provider contract with no database migration.
Existing projects keep their local behavior unless their policy selects
a storage plugin. A selected provider must be ready and enabled. Unknown
or unsafe cleanup fails closed.

Managed native execution depends on #16978. Core refuses a host Runner
fallback. Providers must fence lifecycle generations, preserve ambiguous
retries, and report remote recovery honestly. Provider-specific live
storage and guest mount qualification remain separate from these Core
contract tests.

## Model Used

OpenAI Codex (GPT-6), with repository inspection, code execution, and
tests. The exact model variant was 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 linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass (affected suites; broad-run
limits are documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 16:35:33 -07:00
3abe9e2134 build(deps): bump zod from 3.25.76 to 4.4.3 (#11719)
Bumps [zod](https://github.com/colinhacks/zod) from 3.25.76 to 4.4.3.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/colinhacks/zod/releases">zod's
releases</a>.</em></p>
<blockquote>
<h2>v4.4.3</h2>
<h2>Commits:</h2>
<ul>
<li>4c2fa95ce3f3390fbc522324e406b4e9e89b88f9 docs: use Zernio primary
wordmark for gold sponsor logo</li>
<li>2aeec83eb135e3a83756e973ef44845fc5a455d2 docs: prune lapsed gold
sponsors and rebalance logo sizing</li>
<li>7391be88ac1ee5cd02057f5ccc012a1f5df4efd0 docs: prune lapsed
silver/bronze sponsors and add active ones</li>
<li>2c703322a21b4e2b12f33f49ea8430c451a68b4f docs: normalize bronze
sponsor logos to github avatar pattern</li>
<li>9195250cab0e7950efe39c3926d6c203b4b0a170 docs: remove Mintlify from
bronze sponsors (churned)</li>
<li>b8dffe9e62f17e6571e6249d05cc5102b54d94e4 docs: remove Numeric and
Speakeasy (2+ missed monthly cycles)</li>
<li>1cab69383fcdeae2a366d5e2a2fc4d8fc765d168 fix(v4): restore catch
handling for absent object keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5937">#5937</a>)
(<a
href="https://redirect.github.com/colinhacks/zod/issues/5939">#5939</a>)</li>
<li>c2be4f819064eed62c7c350a2d399b5faecd15f8 fix(v4): generalize
optin/fallback to transform; restore preprocess on absent keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5941">#5941</a>)</li>
<li>f3c9ec03ba7a28ae72d25cc295f38674bee0f559 4.4.3</li>
<li>1fb56a5c18c27102dbc92260a4007c7732a0ccca docs: document release
procedure in AGENTS.md</li>
</ul>
<h2>v4.4.2</h2>
<h2>Commits:</h2>
<ul>
<li>0c62df0ea19fd05abdf90473e9eef7eea530fab2 Clean up docs navigation
and stale labels (<a
href="https://redirect.github.com/colinhacks/zod/issues/5901">#5901</a>)</li>
<li>20cc794895cc8604fe0c87d83a5d1c3f89fad0ac chore: add security policy
and refresh tooling deps</li>
<li>6fbe07b0177efdd1bf1c0b05160e70d7a0702337 fix(docs): heading anchor
links now include the hash so it doesnt scoll all the way up, follows
navbar logic (<a
href="https://redirect.github.com/colinhacks/zod/issues/5791">#5791</a>)</li>
<li>4bbed1b1c73eca4ce9e59b1189ed236aa6c8b5bd Tighten discriminated union
option typing</li>
<li>bbac3e567e7fccfaaf7cdc97f1ce30c295e2c908 Update PR guidance for
agents</li>
<li>cf0dc942a32805c292fff59ade20a7ace980735a Merge remote-tracking
branch 'origin/main' into fix-discriminated-union-key-constraint</li>
<li>292c894a5fd2aa42e527900b83d8d7a3009a709c docs: add Zernio gold
sponsor</li>
<li>1fc9f311c28dcf80d0bb5a36b177086cbc3d8eca docs: document codec
inversion</li>
<li>1373c85da9aeff704a9762d27bc58699618aefb7 docs: remove AI disclosure
guidance</li>
<li>e20d02b473c08e3a4e557bc610b1b5fac079b649 chore: ignore triage
notes</li>
<li>e58ea4d91b1dfe8194b73508203213cbc7e9c936 docs: test Zod Mini tab
code heights</li>
<li>905761a5d127e8d5dd2ebb3bc88c75cb0b8149ff docs: document preprocess
input type narrowing</li>
<li>bf64bac850d4dee2b7dde7e64909d5d796d32043 chore: tighten test
guidance in AGENTS.md</li>
<li>8ec4e73f4c4693b6361ad591be40fb41eb8a9f95 chore: update play.ts
scratch</li>
<li>02c2baf7d0d615872fa4528a8020603b71211702 Make z.preprocess defer
optionality to inner schema (<a
href="https://redirect.github.com/colinhacks/zod/issues/5929">#5929</a>)</li>
<li>88015df8e25c44fb5385eb3ef28935119cd5edea fix(docs): drop deprecated
<code>baseUrl</code> from tsconfig</li>
<li>c59d4474e3b4cad1b323462186cf607178ce8267 4.4.2</li>
</ul>
<h2>v4.4.1</h2>
<h2>Commits:</h2>
<ul>
<li>481f7be4238c83ed58183f921b2646f340a91c6a ci: gate release publishing
on full test workflow</li>
<li>95ccab423aec720b2523c3a64cdc7e3204537cc7 test(v3): restore optional
undefined expectations</li>
<li>cede2c63739a5823d6aa5093d291e9a111da943d fix(v4): reject tuple holes
before required defaults (<a
href="https://redirect.github.com/colinhacks/zod/issues/5900">#5900</a>)</li>
<li>edd0bf0f5ada4a8dc581c259407d7bbad0a71ea7 release: 4.4.1</li>
<li>180d83d1dbe6a59260710cc8637a3dea2281ee56 docs: remove Jazz featured
sponsor</li>
</ul>
<h2>v4.4.0</h2>
<h2>4.4.0</h2>
<p>This is a minor release with a wide set of correctness and soundness
fixes. Some fixes intentionally make Zod stricter, so code that depended
on previously accepted invalid or ambiguous inputs may need small
updates.</p>
<h2>Potentially breaking bug fixes</h2>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/1fb56a5c18c27102dbc92260a4007c7732a0ccca"><code>1fb56a5</code></a>
docs: document release procedure in AGENTS.md</li>
<li><a
href="https://github.com/colinhacks/zod/commit/f3c9ec03ba7a28ae72d25cc295f38674bee0f559"><code>f3c9ec0</code></a>
4.4.3</li>
<li><a
href="https://github.com/colinhacks/zod/commit/c2be4f819064eed62c7c350a2d399b5faecd15f8"><code>c2be4f8</code></a>
fix(v4): generalize optin/fallback to transform; restore preprocess on
absent...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/1cab69383fcdeae2a366d5e2a2fc4d8fc765d168"><code>1cab693</code></a>
fix(v4): restore catch handling for absent object keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5937">#5937</a>)
(<a
href="https://redirect.github.com/colinhacks/zod/issues/5939">#5939</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/b8dffe9e62f17e6571e6249d05cc5102b54d94e4"><code>b8dffe9</code></a>
docs: remove Numeric and Speakeasy (2+ missed monthly cycles)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/9195250cab0e7950efe39c3926d6c203b4b0a170"><code>9195250</code></a>
docs: remove Mintlify from bronze sponsors (churned)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2c703322a21b4e2b12f33f49ea8430c451a68b4f"><code>2c70332</code></a>
docs: normalize bronze sponsor logos to github avatar pattern</li>
<li><a
href="https://github.com/colinhacks/zod/commit/7391be88ac1ee5cd02057f5ccc012a1f5df4efd0"><code>7391be8</code></a>
docs: prune lapsed silver/bronze sponsors and add active ones</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2aeec83eb135e3a83756e973ef44845fc5a455d2"><code>2aeec83</code></a>
docs: prune lapsed gold sponsors and rebalance logo sizing</li>
<li><a
href="https://github.com/colinhacks/zod/commit/4c2fa95ce3f3390fbc522324e406b4e9e89b88f9"><code>4c2fa95</code></a>
docs: use Zernio primary wordmark for gold sponsor logo</li>
<li>Additional commits viewable in <a
href="https://github.com/colinhacks/zod/compare/v3.25.76...v4.4.3">compare
view</a></li>
</ul>
</details>
<details>
<summary>Maintainer changes</summary>
<p>This version was pushed to npm by <a
href="https://www.npmjs.com/~GitHub%20Actions">GitHub Actions</a>, a new
releaser for zod since your current version.</p>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 00:04:14 -07:00
DottaandPaperclip 72b509c895 Recognize delivered workspaces and reap terminal worktrees (#10908)
## Thinking Path

> - Paperclip separates workspace provisioning lifecycle from whether
the work was actually delivered.
> - Git ancestry alone cannot recognize squash merges or deliveries into
a branch other than the workspace base.
> - A merged pull request linked from a terminal issue is stronger
delivery evidence for those cases.
> - The read contract should expose that evidence without changing
persisted workspace schema.
> - Cleanup must remain conservative: terminal descendants, delivered
work, and no active run checkout are all required.
> - Reusing the existing cleanup primitives keeps service shutdown,
lease cleanup, activity logging, and archival behavior consistent.
> - Focused regression coverage locks in both the honest read signal and
the fail-closed reaper guards.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Execution workspace close-readiness payloads and terminal workspace
cleanup.

**Current behavior**

Delivered squash-merged or cross-branch workspaces can remain `active`
and report a permanent “not merged” warning because git ancestry does
not contain their original commits.

**Proposed behavior**

Read payloads distinguish PR-confirmed delivery, ancestry delivery,
unmerged work, and unknown state. Fully terminal delivered workspace
trees are archived only when no active run holds the checkout.

**Reason and benefit**

Operators and automation receive an honest delivery signal, while
shipped worktrees stop looking active forever and genuinely unmerged
work retains its warning.

**Breaking changes**

The workspace payload gains a derived field. Existing fields and
persistence remain unchanged; no database migration is required.

**What happened?**

A delivered workspace can remain `active` and warn that it is not merged
forever after its issue ships through a squash or cross-branch pull
request.

**Expected behavior**

Pull-request delivery should be represented honestly, and a fully
terminal delivered workspace should become cleanup-eligible when no run
holds its checkout.

**Steps to reproduce**

1. Create an issue workspace with commits ahead of its configured base.
2. Deliver those commits with a squash merge or into a different target
branch.
3. Mark the source issue and descendants done, then read workspace close
readiness.

Before this change, the workspace remains active with a “not merged”
warning indefinitely.

## What Changed

- Added the derived `deliveryState` workspace contract: `merged_via_pr`,
`merged_by_ancestry`, `unmerged`, or `unknown`.
- Extracted a shared GitHub pull-request merge classifier and reused it
for merge confirmations and workspace delivery checks.
- Suppressed false ancestry warnings when a terminal issue has
ground-truth merged-PR evidence.
- Added an idempotent terminality reaper with descendant-terminal,
active-run, and delivered-work guards.
- Restricted PR delivery evidence to the source issue, then required
live merged state plus matching GitHub repository, head branch, and
current workspace HEAD; persisted status, stale PRs, lexical mentions,
inbound references, and descendant PRs cannot authorize cleanup.
- Preserved workspaces with modified or untracked files even when their
committed HEAD was delivered.
- Bounded both long-lived pull-request state caches to 1,000 entries
with oldest-entry eviction.
- Routed eligible workspaces through existing runtime shutdown, lease
cleanup, activity logging, and archival machinery with exclusive Git
index, HEAD, and branch-ref locks plus non-forced removal.
- Added regression coverage for delivery derivation, warning behavior,
reaper guards, scheduler wiring, and squash/cross-branch delivery.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/server-startup-feedback-export.test.ts --reporter=verbose`
— 63 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts --reporter=verbose`
after review hardening — 43 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts
src/__tests__/merged-pr-confirmation-sweep.test.ts
src/__tests__/external-objects-service.test.ts --reporter=dot` on the
final local head — 73 passed
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-busy.test.ts --reporter=verbose` — 15
passed
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` —
server 3,662 passed (4 skipped), UI 3,599 passed, CLI 327 passed, shared
415 passed, and skills catalog 20 passed; the aggregate DB stage ran
both source and built copies of one unrelated embedded-Postgres
migration test and both reached its 5-second timeout
- `pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts --reporter=verbose` — isolated
aggregate-timeout verification passed in 3.99 seconds
- `NODE_ENV=production pnpm build`
- `pnpm check:token-gates`

## Risks

The reaper intentionally fails closed when issue terminality,
pull-request state, git ancestry, or checkout ownership cannot be
proven. GitHub lookups can delay classification and cleanup but cannot
cause an unproven workspace to be archived. Automated terminal archival
holds exclusive Git index, HEAD, and branch-ref locks across validation
and removal, skips configured destructive hooks, and uses non-forced
removal so dirty writes fail closed. Reopening a source issue does not
restore an archived workspace; it emits an audit event so a human or
agent can re-provision explicitly.

## Model Used

OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID
or 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 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: Paperclip <noreply@paperclip.ing>
2026-08-05 16:34:04 -05:00
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
f3ca4d24bc fix: repair dirty/foreign-branch execution worktrees (#9297)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Execution workspaces are the bridge between Paperclip's control
plane and a local agent's checked-out repository state.
> - When a workspace is restored after a failed or interrupted run, the
recorded branch can disagree with the branch currently checked out on
disk.
> - A clean branch mismatch can be reconciled safely, but a dirty
mismatch needs a lossless path that does not discard uncommitted agent
work.
> - This pull request adds a quarantine-and-restore path that saves
dirty work to a rescue branch, restores the recorded branch, and exposes
the repair from the board UI and run page.
> - The benefit is that operators can recover wedged execution
workspaces without losing work or moving another live branch
unexpectedly.

## Linked Issues or Issue Description

No public GitHub issue exists for this workspace-recovery failure, so
this PR includes the bug report inline.

**What happened**

A git worktree-backed execution workspace could become wedged when
Paperclip expected one branch but found a different checked-out branch
with dirty tracked or untracked files. The existing safe repair path
refused the restore, leaving the source task blocked with no lossless
one-click recovery path.

**Expected behavior**

Paperclip should preserve dirty work before restoring the recorded
workspace branch. If another live workspace claims the checked-out
branch, or an attached runtime service is active, the repair should
refuse with clear operator-facing evidence instead of risking work loss
or file contention.

**Steps to reproduce**

Create a git worktree execution workspace whose persisted branch name
differs from the checked-out branch, add dirty tracked or untracked
files in that worktree, then trigger workspace validation or use the
branch reconcile endpoint. Before this change, the dirty mismatch
remained blocked because Paperclip had no quarantine restore mode.

**Paperclip version or commit**

Observed on the pre-fix workspace-recovery implementation. Verified on
this PR head after rebasing onto current `master`.

**Deployment mode**

Local trusted development/worktree deployments using git worktree
execution workspaces and optional workspace runtime services.

## What Changed

- Added dirty-worktree quarantine repair that creates a rescue branch,
commits dirty tracked and untracked files there, restores the recorded
branch, writes audit comments/activity, and preserves the live foreign
branch ref.
- Added `quarantine_restore` branch reconcile API support,
recovery-action resolution, source-task wake behavior, execution-review
preservation, claimant refusal, runtime-service refusal, and coverage
for the non-transactional git ordering.
- Added board UI controls for the repair action in the recovery card
plus a compact failed-run workspace recovery surface that uses the same
reconcile handlers.
- Hardened Greptile follow-up cases by best-effort restoring the
recorded branch after a mid-sequence rescue commit failure and by
refusing quarantine restore while attached runtime services are active.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspaces-service.test.ts -t
"quarantine_restore"`
- `pnpm exec vitest run server/src/__tests__/workspace-runtime.test.ts
-t "workspace dirty quarantine branch repair"`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts -t
"repairs clean unrecorded branch drift|adopts unrecorded forward branch
drift"`
- `pnpm exec vitest run
server/src/__tests__/workspace-runtime-routes-authz.test.ts`
- `pnpm --filter @paperclipai/server typecheck`
- Earlier PR verification covered the route, service, heartbeat, UI
component, and run-page recovery surfaces; Cutter posted public preview
screenshots for the repair popover and run-page panel at
https://github.com/paperclipai/paperclip/pull/9297#issuecomment-4926934211.
- GitHub PR checks are green on
`dcac76b05f4cf6e1ee16544c2831d83c7857e475`.
- Greptile is 5/5 with zero annotations and no unresolved review threads
on `dcac76b05f4cf6e1ee16544c2831d83c7857e475`.

## Risks

- Moderate risk because the change intentionally runs git commands
against local worktrees; the implementation refuses dirty repair when
another claimant or active runtime service is detected and records
rescue refs for auditability.
- Compatibility / release-note callout for self-hosted operators:
existing instances that left `enableWorkspaceBranchReconcileForward`
unset now get automatic forward branch reconciliation during heartbeat
workspace recovery. Operators who want the previous advisory-only
behavior can set `experimental.enableWorkspaceBranchReconcileForward` to
`false`; dirty quarantine repair can likewise be disabled with
`experimental.enableWorkspaceDirtyQuarantineRepair: false`.
- If the git rescue succeeds but a later database write fails, the
worktree may already be restored while the recovery action remains open;
this ordering is documented in code because git side effects cannot
participate in the database transaction.
- UI risk is limited to the workspace recovery surfaces and covered by
component tests plus the existing Cutter visual preview.

## Model Used

OpenAI Codex coding agent based on GPT-5, with repository tool use,
shell execution, and local test execution. Earlier preserved commits on
this branch also show Claude Code / Claude Opus 4.8 assistance in their
commit metadata.

## 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] Branch naming exception documented: this PR preserves the existing
worktree branch requested for publication while keeping the PR title and
body public-facing
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 18:19:49 -05:00
Nicky LeachandPaperclip f17202b571 Add execution workspace branch reconciliation route (#9170)
## Thinking Path

> - Paperclip is an open-source app that lets teams run AI agents for
work tasks; each agent session uses an execution workspace — a git
checkout — to track the agent's active code state.
> - Every execution workspace has an expected target branch
(`PAPERCLIP_WORKSPACE_BRANCH`). The workspace git HEAD should always
point to that branch so agents commit in the right place.
> - When workspace git HEAD diverges from the expected branch — for
example after a harness branch-name fix or an accidental `checkout -b`
during a CI-retrigger — the discrepancy must be corrected before agents
can continue safely.
> - Operators (board users) need a controlled, audited path to reconcile
a workspace's live branch back to the expected target, with an override
escape-hatch for cases where the normal forward path is blocked.
> - This pull request adds a board-only `POST
/api/execution-workspaces/:id/reconcile-branch` service operation and
route that validates safety preconditions, resolves matching
recovery-action fingerprints, posts source-issue audit comments, and
records the reconciliation outcome.
> - The benefit is that operators can correct branch divergence through
the API with a full audit trail, instead of via raw database edits.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Context below follows the
feature-request template format.

**Subsystem affected**

server/ — REST API & orchestration services; packages/shared — request
validation.

**Problem or motivation**

Execution workspaces have an expected branch record that must match the
checked-out worktree branch. When the live git branch and stored branch
record drift apart, operators currently lack a first-class, audited API
to reconcile the record. The fallback is manual database repair or
workspace replacement, both of which are risky and hard to audit.

**Proposed solution**

Add a board-only execution workspace branch reconciliation operation.
`forward` mode re-inspects the server-side git state and only updates
the branch record when the stored branch is an ancestor of the
checked-out branch. `override` mode is a break-glass path that requires
board access and an operator reason. Both modes require a clean, idle
workspace, write audit details, post a source-issue audit comment, and
resolve the matching workspace-validation recovery action.

**Alternatives considered**

Manual database edit (no durable audit trail and easy to mistype),
recreating the workspace (heavier operational disruption), or trusting
client-supplied ancestry evidence (unsafe because the server must verify
the git state itself).

**Roadmap alignment**

This is incremental hardening for execution-workspace recovery and
operator controls. It does not duplicate a public roadmap item.

**Additional context**

The endpoint is intended for operator recovery, not normal agent control
flow, so the generated OpenAPI metadata and runtime route both classify
it as board-only.
## What Changed

- Added `reconcileExecutionWorkspaceBranchSchema` discriminated-union
validator (`forward` with optional reason, `override` requiring a
non-empty reason string) to
`packages/shared/src/validators/execution-workspace.ts`
- Exported `ReconcileExecutionWorkspaceBranch` type and the new schema
from the shared package index
- Added board-only reconcile-branch service operation in the execution
workspaces service: safety checks, recovery-action fingerprint
resolution, source-issue audit comment, and outcome recording
- Added clean-worktree and stopped-runtime-service preconditions before
branch-record mutation.
- Marked the reconcile route as board-only in OpenAPI generated auth
metadata.
- Added `POST /api/execution-workspaces/:id/reconcile-branch` route
wired to the new service operation with board-permission gate
- Extended `execution-workspaces-routes.test.ts` and
`execution-workspaces-service.test.ts` to cover: safety-check rejection,
override-reason validation, audit-comment posting, and recovery-action
fingerprint resolution (2 files / 19 tests)

## Verification

```sh
pnpm --filter @paperclipai/shared typecheck
pnpm --filter @paperclipai/server typecheck
pnpm exec vitest run server/src/__tests__/execution-workspaces-routes.test.ts server/src/__tests__/execution-workspaces-service.test.ts
pnpm exec vitest run server/src/__tests__/execution-workspaces-service.test.ts server/src/__tests__/openapi-routes.test.ts
```

## Risks

- **Board-only gate:** the operation is gated behind the board
permission; no agent can trigger it without operator authorization.
- **Override requires reason:** the `override` mode requires a non-empty
reason string so every bypass is audited.
- **Idempotent recovery-action resolution:** re-running with the same
fingerprint is safe; duplicate resolution is a no-op.
- **No execution-state mutation:** the route records a reconciliation
intent and updates the branch record; it does not restart the workspace
or modify running agent state.
- Overall risk: **low**.

## Model Used

- Provider: Anthropic
- Model ID: `claude-sonnet-4-6` (Claude Sonnet 4.6)
- Context window: 200 K tokens
- Capabilities: tool use, code execution, multi-turn context

Follow-up safety commit:
- Provider: OpenAI
- Model ID: `codex` / GPT-5 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
(`feat/execution-workspace-branch-reconciliation-route`) 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>
2026-07-07 13:41:23 -07:00
DottaandPaperclip 569b7affc4 [codex] Add bounded workspace overview (#8627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The execution workspace subsystem powers project and workspace views
by listing runtime state, branch metadata, issue links, and status
summaries.
> - The existing workspace views relied on broad list data that can grow
expensive as a company accumulates many workspaces and linked issues.
> - That makes the Workspaces page and project workspace cards slower
than necessary because the UI does not always need the full workspace
detail payload up front.
> - This pull request adds a bounded overview contract for workspace
listings and moves the relevant UI surfaces to that cheaper path.
> - The benefit is faster workspace loading while preserving detail
fetches for pages that actually need full workspace data.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Inline bug report follows
the repository bug template.

### What happened?

Workspace index-style screens can load too much execution workspace
detail before the user asks for it. Several UI surfaces used fuller
workspace data paths for summary displays, which can make workspace
loading slower as workspace history grows.

### Expected behavior

Overview screens should request a bounded summary payload, while detail
screens should keep using the full workspace detail endpoint.

### Steps to reproduce

1. Run Paperclip from source with enough execution workspace history to
make workspace lists non-trivial.
2. Open the Workspaces page or a project workspace summary card.
3. Observe that summary UI needs only bounded workspace metadata but can
depend on broader workspace payloads.

### Paperclip version or commit

`master` at the time this branch was prepared.

### Deployment mode

Local dev (`pnpm dev`)

## What Changed

- Added shared types, validators, and path constants for bounded
execution workspace overviews.
- Added server service and route support for overview queries with
bounded linked issue/runtime metadata.
- Updated workspace overview UI API calls, query keys, breadcrumbs,
quicklooks, close dialogs, project summaries, and detail links to
consume the cheaper overview shape where appropriate.
- Added regression coverage for the new server route/service behavior
and the UI overview consumers.
- Registered the new workspace overview route in the generated OpenAPI
spec.
- Kept overview totals aligned with the project join and preserved
project slug links in workspace headers.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspaces-service.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts
ui/src/api/execution-workspaces.test.ts
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/pages/Workspaces.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck && pnpm --filter @paperclipai/ui
typecheck`
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts
server/src/__tests__/execution-workspaces-routes.test.ts
server/src/__tests__/execution-workspaces-service.test.ts`
- `pnpm test:run:serialized -- --shard-index 1 --shard-count 4`

## Risks

Low to medium risk. The change introduces a new overview contract across
shared/server/ui layers, so the main risk is a mismatch between summary
and detail payload expectations. The added route/service/UI tests cover
the intended split, and full detail pages continue using the detail
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 Codex, GPT-5-based coding agent with repository tool use and
local command execution. Exact served model identifier and context
window were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [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>
2026-06-25 21:38:14 -05:00
DottaandPaperclip d734bd43d1 [codex] Roll up May 17 branch changes (#6210)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, so agent
work needs visible ownership, recovery, and operator controls.
> - This local branch had accumulated several related control-plane
reliability and operator-experience fixes across recovery actions,
watchdog folding, model-profile defaults, mentions, markdown editing,
plugin launchers, and small UI polish.
> - The branch needed to be converted into a PR against the current
`origin/master` without losing dirty work or including lockfile/workflow
churn.
> - The safest standalone shape is a single rollup PR because the
recovery/server/UI files overlap heavily across the local commits and
splitting would create avoidable conflicts.
> - This pull request replays the local branch onto latest
`origin/master`, preserves the uncommitted work as logical commits, and
adds a Zod 4 validator compatibility fix found during verification.
> - The benefit is that the May 17 local branch can be reviewed and
merged as one coherent, conflict-free branch under the 100-file Greptile
limit.

## What Changed

- Rebased the local May 17 branch work onto current `origin/master` in a
dedicated worktree.
- Preserved and committed previously dirty changes for recovery retry
handling, plugin/sidebar launcher polish, and `.herenow` ignores.
- Added recovery-action behavior for returning source issues to `todo`
when retrying source-scoped recovery.
- Included the existing local recovery/liveness/watchdog fold, Codex
cheap-profile, markdown/mention, duplicate-agent, and UI polish commits
from the branch.
- Normalized shared validator `z.record(...)` schemas to explicit
string-key records for Zod 4 compatibility.
- Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*`
changes and stays below the 100-file Greptile limit.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `npm run install` in
`node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the
local native sqlite3 binding after installing with scripts disabled
- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
packages/shared/src/project-mentions.test.ts
packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/heartbeat-model-profile.test.ts
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
server/src/__tests__/plugin-local-folders.test.ts
ui/src/components/IssueRecoveryActionCard.test.tsx
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownEditor.test.tsx
ui/src/components/MarkdownBody.test.tsx
ui/src/lib/duplicate-agent-payload.test.ts
ui/src/pages/Routines.test.tsx`
- First pass: 13 files passed with 201 passing tests; 3 server files
failed before sqlite3 native binding was built.
- After rebuilding sqlite3:
`server/src/__tests__/heartbeat-model-profile.test.ts`,
`server/src/__tests__/issue-recovery-actions.test.ts`, and
`server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts`
passed/loaded; embedded Postgres tests were skipped by the local host
guard.
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/adapter-utils typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`

## Risks

- Medium risk: this is a broad rollup PR across recovery semantics,
server tests, shared validators, and UI surfaces.
- Some embedded Postgres tests skipped locally due the host guard, so CI
should provide the stronger database-backed signal.
- UI changes were covered by component tests, but no browser screenshot
was captured in this PR creation pass.
- This branch may overlap with existing recovery/liveness PR work; merge
this PR independently or restack/close overlapping branches rather than
merging duplicate implementations together.

> 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-based coding agent, tool-enabled local repository
and GitHub workflow, medium reasoning effort.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-17 17:15:06 -05:00
Devin Foley e4995bbb1c Add SSH environment support (#4358)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The environments subsystem already models execution environments,
but before this branch there was no end-to-end SSH-backed runtime path
for agents to actually run work against a remote box
> - That meant agents could be configured around environment concepts
without a reliable way to execute adapter sessions remotely, sync
workspace state, and preserve run context across supported adapters
> - We also need environment selection to participate in normal
Paperclip control-plane behavior: agent defaults, project/issue
selection, route validation, and environment probing
> - Because this capability is still experimental, the UI surface should
be easy to hide and easy to remove later without undoing the underlying
implementation
> - This pull request adds SSH environment execution support across the
runtime, adapters, routes, schema, and tests, then puts the visible
environment-management UI behind an experimental flag
> - The benefit is that we can validate real SSH-backed agent execution
now while keeping the user-facing controls safely gated until the
feature is ready to come out of experimentation

## What Changed

- Added SSH-backed execution target support in the shared adapter
runtime, including remote workspace preparation, skill/runtime asset
sync, remote session handling, and workspace restore behavior after
runs.
- Added SSH execution coverage for supported local adapters, plus remote
execution tests across Claude, Codex, Cursor, Gemini, OpenCode, and Pi.
- Added environment selection and environment-management backend support
needed for SSH execution, including route/service work, validation,
probing, and agent default environment persistence.
- Added CLI support for SSH environment lab verification and updated
related docs/tests.
- Added the `enableEnvironments` experimental flag and gated the
environment UI behind it on company settings, agent configuration, and
project configuration surfaces.

## Verification

- `pnpm exec vitest run
packages/adapters/claude-local/src/server/execute.remote.test.ts
packages/adapters/cursor-local/src/server/execute.remote.test.ts
packages/adapters/gemini-local/src/server/execute.remote.test.ts
packages/adapters/opencode-local/src/server/execute.remote.test.ts
packages/adapters/pi-local/src/server/execute.remote.test.ts`
- `pnpm exec vitest run server/src/__tests__/environment-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/instance-settings-routes.test.ts`
- `pnpm exec vitest run ui/src/lib/new-agent-hire-payload.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- `pnpm -r typecheck`
- `pnpm build`
- Manual verification on a branch-local dev server:
  - enabled the experimental flag
  - created an SSH environment
  - created a Linux Claude agent using that environment
- confirmed a run executed on the Linux box and synced workspace changes
back

## Risks

- Medium: this touches runtime execution flow across multiple adapters,
so regressions would likely show up in remote session setup, workspace
sync, or environment selection precedence.
- The UI flag reduces exposure, but the underlying runtime and route
changes are still substantial and rely on migration correctness.
- The change set is broad across adapters, control-plane services,
migrations, and UI gating, so review should pay close attention to
environment-selection precedence and remote workspace lifecycle
behavior.

## Model Used

- OpenAI Codex via Paperclip's local Codex adapter, GPT-5-class coding
model with tool use and code execution in the local repo workspace. The
local adapter does not surface a more specific public model version
string in this branch workflow.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-23 19:15:22 -07:00
DottaandPaperclip 549ef11c14 [codex] Respect manual workspace runtime controls (#4125)
## Thinking Path

> - Paperclip orchestrates AI agents inside execution and project
workspaces
> - Workspace runtime services can be controlled manually by operators
and reused by agent runs
> - Manual start/stop state was not preserved consistently across
workspace policies and routine launches
> - Routine launches also needed branch/workspace variables to default
from the selected workspace context
> - This pull request makes runtime policy state explicit, preserves
manual control, and auto-fills routine branch variables from workspace
data
> - The benefit is less surprising workspace service behavior and fewer
manual inputs when running workspace-scoped routines

## What Changed

- Added runtime-state handling for manual workspace control across
execution and project workspace validators, routes, and services.
- Updated heartbeat/runtime startup behavior so manually stopped
services are respected.
- Auto-filled routine workspace branch variables from available
workspace context.
- Added focused server and UI tests for workspace runtime and routine
variable behavior.
- Removed muted gray background styling from workspace pages and cards
for a cleaner workspace UI.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts
server/src/__tests__/workspace-runtime.test.ts
ui/src/components/RoutineRunVariablesDialog.test.tsx`
- Result: 55 tests passed, 21 skipped. The embedded Postgres routines
tests skipped on this host with the existing PGlite/Postgres init
warning; workspace-runtime and UI tests passed.

## Risks

- Medium risk: this touches runtime service start/stop policy and
heartbeat launch behavior.
- The focused tests cover manual runtime state, routine variables, and
workspace runtime reuse paths.

> 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 coding agent based on GPT-5, tool-enabled local shell and
GitHub workflow, exact runtime context window not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots, or documented why targeted component/service verification
is sufficient here
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 10:39:37 -05:00
b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were not
exposed 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
DottaandPaperclip e89076148a [codex] Improve workspace runtime and navigation ergonomics (#3680)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - That operator experience depends not just on issue chat, but also on
how workspaces, inbox groups, and navigation state behave over
long-running sessions
> - The current branch included a separate cluster of workspace-runtime
controls, inbox grouping, sidebar ordering, and worktree lifecycle fixes
> - Those changes cross server, shared contracts, database state, and UI
navigation, but they still form one coherent operator workflow area
> - This pull request isolates the workspace/runtime and navigation
ergonomics work into one standalone branch
> - The benefit is better workspace recovery and navigation persistence
without forcing reviewers through the unrelated issue-detail/chat work

## What Changed

- Improved execution workspace and project workspace controls, request
wiring, layout, and JSON editor ergonomics
- Hardened linked worktree reuse/startup behavior and documented the
`worktree repair` flow for recovering linked worktrees safely
- Added inbox workspace grouping, mobile collapse, archive undo,
keyboard navigation, shared group-header styling, and persisted
collapsed-group behavior
- Added persistent sidebar order preferences with the supporting DB
migration, shared/server contracts, routes, services, hooks, and UI
integration
- Scoped issue-list preferences by context and added targeted UI/server
tests for workspace controls, inbox behavior, sidebar preferences, and
worktree validation

## Verification

- `pnpm vitest run
server/src/__tests__/sidebar-preferences-routes.test.ts
ui/src/pages/Inbox.test.tsx
ui/src/components/ProjectWorkspaceSummaryCard.test.tsx
ui/src/components/WorkspaceRuntimeControls.test.tsx
ui/src/api/workspace-runtime-control.test.ts`
- `server/src/__tests__/workspace-runtime.test.ts` was attempted, but
the embedded Postgres suite self-skipped/hung on this host after
reporting an init-script issue, so it is not counted as a local pass
here

## Risks

- Medium: this branch includes migration-backed preference storage plus
worktree/runtime behavior, so merge review should pay attention to state
persistence and worktree recovery semantics
- The sidebar preference migration is standalone, but it should still be
watched for conflicts if another migration lands first

## Model Used

- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-14 12:57:11 -05:00
dottaandPaperclip 92ebad3d42 Address runtime workspace review feedback
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-30 06:48:45 -05:00
dottaandPaperclip 1f1fe9c989 Add workspace runtime controls
Expose project and execution workspace runtime defaults, control endpoints, startup recovery, and operator UI for start/stop/restart flows.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
dottaandPaperclip f1ad07616c Add execution workspace close readiness and UI
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:26 -05:00
dottaandPaperclip c114ff4dc6 Improve execution workspace detail editing
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:55:21 -05:00
Dotta 920bc4c70f Implement execution workspaces and work products 2026-03-13 17:12:25 -05:00