Commit Graph
236 Commits
Author SHA1 Message Date
Dotta 14aed41d53 Merge branch 'codex/claude-runner-protocol' into codex/claude-runner-default
* codex/claude-runner-protocol:
  fix(adapter-utils): preserve SSH command positional arguments
  feat(runner): qualify native Codex platforms and cache hosted builds
  docs: establish paired feature and agent access maps (#16025)
  fix: retain matching-host runner development overrides
  fix(acpx): record turn activity at the moment a stop fires (#15962)
  refactor(chat): extract channel status, receipts, drafts and authority workflows (#15995)
  fix: preserve saved setup and match sandbox runner targets
  feat: add portable verification skills and refresh the feature map (#15983)
2026-10-12 15:29:12 -05:00
DottaandPaperclip e79254b2fa fix: preserve saved setup and match sandbox runner targets
Share actual-target artifact selection across remote Codex setup and execution. Keep unchanged saved setup choices outside new-selection rules while retaining runtime and authentication validation. Update the served platform guide.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 14:12:14 -05:00
DottaandPaperclip 6fd56c445d feat: default Claude to the native runner on Apple Silicon
Carry Claude effort through versioned native admission and recovery. Preserve existing connections and saved runner choices, and price Opus 5.5 API receipts.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 10:48:21 -05:00
DottaandPaperclip f4abdc2cfc Merge master b189f586d into Codex runner default candidate
Preserve master transport, lifecycle, and release verification controls alongside macOS qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 07:55:09 -05:00
DottaandPaperclip 417db14e7d fix: show credential access errors in task chat (#15741)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with tool execution and browser
verification. The exact serving variant and context-window size are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:06:54 -05:00
DottaandPaperclip 556daf9a99 feat(dot): run cloud assignments in managed sandboxes (#15691)
## Thinking Path

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

## Linked Issues or Issue Description

**Agent or provider**

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

**Why this adapter is useful**

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

**How the agent is invoked**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 12:58:35 -05:00
DottaandPaperclip ad5d8826ad merge: integrate agent lifecycle ownership from master
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 11:24:59 -05:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent creation, approval, pause, and termination change whether an
agent can work.
> - These changes currently use separate service and database paths.
> - Some agents need setup after their record exists and before their
harness can run.
> - This PR adds one module that owns those state changes and their
transactions.
> - The module records progress and retries incomplete work after a
server restart.

## Linked Issues or Issue Description

**Problem or motivation**

A hire can become active before its execution environment is ready.
Direct agent state writes also bypass one common lifecycle boundary.
Termination does not have a durable step for resource cleanup.

**Proposed solution**

Use agent lifecycle commands for hiring, approval, pause, resume, and
termination. Keep proposed hires pending until approval. Prepare each
approved hire, test its saved harness configuration, and then permit
work. Wait for required plugin work before completing a step.

**Alternatives considered**

A general database commit hook would expose transaction details to
callers. A timer alone would delay each new hire. This module owns each
command transaction and starts its worker after commit. A periodic scan
recovers work after a process stops.

**Roadmap alignment**

This change adds the lifecycle boundary for the existing agent and
plugin systems. It does not add a user interface or a provider
implementation. It replaces the lifecycle delivery approach in #15391.
Related proposals include #11475 and #13099; this change does not add
their external executor protocols.

## What Changed

- Add durable approval, preparation, verification, pause, resume, stop,
and cleanup states.
- Keep agent creation, lifecycle state, configuration writes, and agent
record deletion behind `modules/agent-lifecycle`. Keep validation,
credential rules, reads, onboarding, invitations, general approvals, and
company data deletion in their services.
- Commit a hire before the remaining onboarding or invitation work.
Serialize requests with the existing dedicated database connection
helper. Reuse the hire after a failed attempt.
- Keep accepted work in the run queue during setup. Require execution
and cleanup evidence before completing pause or termination.
- Retain the original credential owner when approving migrated hires.
- Start lifecycle work after each command commits. Use database leases
and revision checks for retries and late results.
- Add a generic required plugin method and capability. Store the
required plugin IDs for each agent. Track host and plugin completion
separately.
- Keep harness verification and credential rules in services. Supply
their results to lifecycle through explicit ports. Reject failed logins
and incomplete probes.
- Remove reverse imports from lifecycle adapters into services. Share
record queries and validation below both layers.
- Use one hire decision path for agent IDs and approval IDs. Resolve the
approval and agent change in one transaction. Expose policy
reconciliation on the command object.
- Save configuration and verification invalidation through one module
operation. Ordinary commands own their transaction. Restrict the shared
transaction integration to its listed callers. Reject identity, company,
accounting, timestamp, and unknown fields.
- Require completed termination before deleting agent records. The
company deletion service calls the module through a separate deletion
interface.
- Save an approved secret before applying its agent binding. A failed
binding leaves the secret approved. A retry reuses it.
- Remove old permission and metadata export files. Move hire
configuration rules out of lifecycle persistence.
- Report failed worker steps and scans with operation context and known
error codes. Omit provider messages, stacks, and configuration values.
Document ordinary application use and extension rules.
- Recover expired native owners only after execution stops. Retry
cleanup of failed retained leases. Wait for setup in the live smoke
script.
- Keep manual, budget, and company pause reasons separate. Guard
execution status writes with the ready state.
- Add a migration, boundary checks, regression tests, and a lifecycle
guide. Keep the current UI.
- Limit periodic policy checks to 100 eligible agents per minute.
Continue from the last agent ID. Exclude pending hires and agents in
termination or a final state. Keep explicit company and budget updates
immediate.

## Verification

- Latest head `ccc3c86b0` aligns the shared status update schema with
the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2
CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile
comment is fixed. CI is running; no new Apex review was requested for
this small fix.

- Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test
uses the shared 90-second timeout from master; the older timeout commit
was removed. The affected backup test passes.
- Agent budget edits now pass the target agent ID through enforcement.
All 50 affected tests, server TypeScript, and 11 boundary tests pass.
Both configuration update paths have regression coverage. CI is running
on the latest head. No new Apex review was requested for these small
fixes.

- Rebase `9b568666a` preserves the run-control extraction and
delivery-work startup changes from master. All 559 affected tests,
server TypeScript, and 11 boundary tests pass. CI and Apex review are
running on the final head.
- The policy scan fix passes 56 lifecycle and diagnostic tests, 24
policy and caller tests, and 11 boundary tests. A regression test checks
the page limit, interval, excluded states, and cursor wraparound.

- Rebase `fd4698750` passes all 611 tests in eight affected lifecycle,
route, and heartbeat suites. Server TypeScript and all 11 module
boundary tests pass. The company deletion rollback and concurrent hire
tests are included.

- Follow-up `00aac7646` fixes the failed decision deletion test and the
public update schema. All 126 affected server tests, 8 shared tests, 2
CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI
TypeScript checks pass.

- Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc
--noEmit`.
- All 11 boundary tests pass: `node --test
scripts/check-module-boundaries.test.mjs`. The repository boundary scan
also passes.
- All 68 lifecycle, failure diagnostic, and harness verification tests
pass. Tests reject forbidden fields through the root command, combined
transition command, and restricted transaction integration. They also
check invalid fields returned by configuration preparation.
- Failure tests cover host work, plugin work, claims, renewals,
deferrals, and scans. Log tests check known error codes and exclusion of
private error contents.
- All 355 tests in 10 existing caller suites pass. These tests cover
secret approval, pairing, pending hires, credentials, company import,
built-in agents, managed agents, instructions, and skills.
- The branch is rebased onto `origin/master` at `2eb5187e4`. The queue
guards and cancellation lock fix use the extracted heartbeat queue.
Agent cancellation uses the extracted run-control file. The source diff
scan found no secrets or private URLs.
- Earlier checks cover approval retries, rollback, late verification
results, policy holds, deletion rollback, concurrent company deletion,
and queue admission during setup.
- Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it
5/5 with no open comments. CI and a new Apex review are pending for the
rebased commit. The branch has no merge conflicts.
- The full local build and native Dot suite were not run. The host has
no Cargo. No live provider test was run.

## Risks

- Background policy recovery takes more than one minute when more than
100 agents are eligible. Explicit company and budget updates still
reconcile immediately.

- The restricted configuration integration keeps an agent reference and
its dependent records in one transaction. It cannot change a budget or
invoke a lifecycle transition. A periodic scan starts pending setup
after that transaction commits.
- Secret approval and binding use separate transactions. A failed
binding can leave an approved secret with no agent binding.
- New approved hires remain unavailable until setup and verification
complete. Existing clients see `paused` during these steps. This PR does
not change the UI.
- Migration `0320_daily_onslaught.sql` maps existing statuses and pause
reasons. It does not create external resources or claim that an existing
harness passed verification.
- Use a coordinated server update for this migration. Older server
versions can write legacy status without the new lifecycle checks.
- A failed onboarding or invitation request can leave a committed hire.
A retry reuses that hire and completes the remaining records.
- Deletion requires completed termination. Company deletion can require
another request while cleanup is pending.
- Required plugins must make repeated calls safe and reject older
revisions. A disabled or removed required plugin blocks completion until
it is restored.
- A new hire can run a second harness test after the existing UI test.
Some adapters can charge for this test.
- No live provider test was run. Provider implementation and resource
backfill remain separate work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local 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 described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00
DottaandPaperclip 38199ea8e6 fix: preserve Codex policies and credential refresh during setup
Restore actor guards before runner resolution and gated experimental provider access. Keep existing legacy fixtures explicit and synchronize documentation anchors.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 10:12:15 -05:00
DottaandPaperclip aa879604ae feat: default new Codex agents to the qualified Paperclip Runner
Resolve creation intent across onboarding, hires, imports, and the UI. Preserve existing execution and qualify automatic defaults for shipped Linux x64 artifacts.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-09 10:12:15 -05:00
DottaandPaperclip 57e977be72 feat: integrate Pi 1.0 into the experimental Runner (#14921)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

### October 9 merge verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 08:56:41 -05:00
DottaandPaperclip dd777f4b73 feat(dot): complete onboarding and expand governed Runner capabilities (#15414)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Agent or provider**

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

**Why this adapter is useful**

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

**How the agent is invoked**

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

**Additional context**

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

## What Changed

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

## Verification

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #123` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:11:50 -05:00
DottaandPaperclip ae6f95ed7a feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults.

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 13:53:46 -05:00
DottaandPaperclip 3a726e676f feat: enforce private task permissions across execution and data (#10633)
Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:06:40 -05:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
DottaandPaperclip a6306ba606 feat(runner): consolidate Cursor production integration (#15075)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

## What Changed

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

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

## Verification

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

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

## Risks

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

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 20:29:58 -05:00
Devin FoleyandPaperclip 892b0b3606 fix: scope quota reports to authorized subscription accounts (#14994)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 18:20:37 -07:00
DottaandPaperclip 2ca0d26a99 fix(connections): recover missing personal AI credentials in chat (#15376)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 15:36:01 -05:00
DottaandPaperclip a590ab769d Give managed agents persistent cryptographic identities (#15352)
Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence.

Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 13:57:03 -05:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

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

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 13:29:03 -05:00
DottaandPaperclip a1ab55a56d fix(agents): grant configuration access by default (#15283)
## Thinking Path

> - Paperclip manages agent work and permissions for a company.
> - Agent setup can require one agent to configure another agent.
> - New standard agents could create agents, but they had no direct
configuration grant.
> - Existing agents must keep their current permissions after an
upgrade.
> - The requested new-agent defaults include 13 more direct permissions
for suggestions, skills, tools, audit, inbox, and task assignment.
> - This pull request adds the 14-grant set at creation and approval
activation, retains it through invitations, and keeps existing agents
unchanged.
> - The change keeps low trust and built-in agents on their narrower
permissions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The agent creation and approval flows, and the agent configuration
authorization path.

**Current behavior**

A new standard agent can create an agent. It cannot make protected
changes to a peer agent unless an operator adds an `agents:configure`
grant.

**Proposed behavior**

Add direct grants for `agents:configure`, `agents:suggest-changes`,
`skills:create`, `skills:suggest-changes`, `tools:manage_connections`,
`tools:manage_profiles`, `tools:view_audit`, `audit:view_agent_actions`,
`tools:use`, `tools:manage_runtime`, `inbox:manage`, `tasks:assign`,
`tasks:assign_scope`, and `tasks:manage_active_checkouts` to new
standard agents. Scope `tasks:assign_scope` to the agent’s reporting
subtree. Keep existing agents and their grants unchanged.

**Reason and benefit**

New standard agents can complete agent setup and the requested tool,
skill, inbox, and task workflows under existing route, scope, and
approval checks.

**Breaking changes**

Existing agents keep their current permissions. There is no permission
migration.

Related PR: #12212 adds scoped grant routes. This PR changes the default
grant.

## What Changed

- Add the 14 requested direct grants in agent creation and approval
activation. Keep them when invitation approval replaces grants,
preserving explicit scopes. Remove them when an agent is deleted.
- Apply defaults only to new agents. Remove the existing-agent
permission migration, its snapshot, and its journal entry. Preserve
existing scoped grants.
- Add permission, scope, invitation, and existing-agent regression
tests. Document all default and excluded permissions.
- Prevent agent keys from creating, changing, or restoring host-executed
process or local adapter command settings, and from restoring workspace
commands through rollback.

## Verification

- Run `node_modules/.bin/vitest run
server/src/__tests__/agent-default-configure-grants.test.ts
server/src/__tests__/invite-join-grants.test.ts
packages/db/src/migration-snapshot-drift.test.ts`. All 15 tests pass.
These cover new-agent defaults, unchanged existing grants, pending
approval, invitation grants, and migration history.
- Run `node_modules/.bin/tsc -p server/tsconfig.json --noEmit`. It
passes.
- Run `packages/db/node_modules/.bin/tsx
packages/db/src/check-migration-numbering.ts` and
`packages/db/node_modules/.bin/tsx
packages/db/src/check-migration-safety.ts`. Both pass.
- Confirm that this PR has no files under `packages/db/src/migrations/`
in its final diff.
- GitHub CI at `e8173b2c41` passes build, typecheck, server suites,
browser shards, and canary verification. One unchanged OpenCode
transport test reached its five-second timeout in the first Runner shard
run. That test passes locally in 2.55 seconds. The shard passed on one
retry. All 54 checks pass, with two expected skips.
- Greptile gives this exact head 5/5. Security review passes. The PR has
no unresolved review threads or merge conflicts.

## Risks

- The 14 default permissions apply only to new standard agents. Existing
permissions stay unchanged. Low trust and managed built-in agents are
excluded.
- New grants include connection, runtime, and active-checkout
management. Existing company, responsible-user, scope, and approval
checks remain in force. The default inbox grant carries a
responsible-user-only scope so it cannot override another user's inbox
settings.
- Protected changes still need the responsible user's authority when
that check applies. Company boundaries and approval gates still apply.
- Agent-authenticated requests cannot configure process adapters or host
command settings on local adapters. Known provider credential references
remain allowed, as do narrow plain authentication overrides on new peers
when the caller uses an AI connection pool. Arbitrary environment
settings remain blocked. Board operators retain the host configuration
paths.

> I checked `ROADMAP.md`. This is a narrow fix to existing agent
configuration behavior.

## Model Used

- OpenAI Codex, GPT-6 series. This runtime did not expose its exact
hosted model ID or context window. This revision uses OpenAI GPT-6
through Codex with tool use, code execution, and tests. The runtime does
not expose the exact hosted model ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 05:28:48 -05:00
Devin FoleyandPaperclip 1d5a439e2b Diagnose native model rejections and preserve repairable reviews (#15304)
## Thinking Path

> - Paperclip manages agent execution and recovery.
> - A native provider can return a failed turn with an accepted result.
> - This path replaced a structured model rejection with a generic
failure.
> - Finalization could also queue the same failed request for recovery.
> - This change retains a bounded model and authentication diagnosis.
> - Workers wait for a configuration fix; reviews retain their
assignment.

## Linked Issues or Issue Description

**Describe the bug**

A native Codex turn can report HTTP 400 because the selected model is
not supported by its ChatGPT connection. When the turn also returns a
failed semantic result, the run shows `Native session failed` and
`adapter_failed`. The native failed-result finalizer can create a retry
intent before the adapter error is saved.

**To Reproduce**

Use a native Codex session that returns a structured
`invalid_request_error` model/ChatGPT rejection and an accepted failed
result. The regression tests reproduce this with a stub provider and a
real isolated PostgreSQL database. No provider account or live request
is needed.

**Expected behavior**

Show an actionable error and stop automatic retries of the rejected
request. Block the current worker for a configuration fix. Preserve a
pending review so its reviewer can explicitly retry after repair and
resolve the original assignment. A stale run must not block a new task
owner or override a completed review.

**Version and deployment mode**

The affected source path is present at `858094ba81`. This change applies
to native Codex execution in local and remote environments.

Related work: #13853 covers CLI protocol compatibility, #14942 refreshes
runtime/model pins, and #12767 proposes legacy adapter model validation.
This change concerns accepted native failed results and does not replace
those changes.

## What Changed

- Recognize only a bounded structured HTTP 400 provider error for the
exact selected model and failed turn.
- Save a fixed actionable error and four fixed diagnostic fields.
Exclude raw provider text and model names from the new diagnostic.
- Re-derive finalization evidence from the pinned execution and
committed runner event, including its canonical hash and identity
bindings.
- Block only the current worker. For a current pending reviewer,
preserve the original review decision and status version, release
execution, and create no automatic recovery action. Recheck execution
ownership under the issue lock. Preserve superseded and completed
reviews.
- Keep unknown failures, accepted results, cleanup, and ownership fences
intact. Advance the status policy version to `phase6-v8`.
- Route this exact failure code through the existing configuration
recovery path. Permit an authenticated Board retry of this native
failure only for its saved, still-pending review; discard caller review
markers and revalidate at dispatch.

## Verification

- Node 24: `pnpm -r typecheck` and `pnpm build` passed.
- Independent focused validation: 222 tests passed across the new
observer and PostgreSQL integration suites, status arbiter, diagnostic
redaction, recovery classification, wake policy, and wake use cases.
- The integration tests use actual result persistence, finalization, and
the wake dispatcher. They cover zero retry dispatch for an authorized
rejection, repeated reconciliation, pending/superseded/resolved reviews,
reassignment, and a same-agent successor at an unchanged status version.
- Final-commit verification: full typecheck and build passed;
independent route/integration/arbiter/review validation passed 136 tests
with no remaining source findings. This includes authenticated retry
refusals, actual heartbeat retry admission, atomic queued-review claim,
and acceptance of the original review.
- The local aggregate test run was stopped to avoid duplicating the
canonical Linux CI aggregate on this development host. Its partial log
showed no failures; no full local-suite pass is claimed. The full hosted
Linux CI aggregate passed on the final commit.
- No live provider calls, runtime changes, or schema changes were made.

## Risks

The classifier is intentionally narrow. A changed provider response
format remains an unknown failure. No global model restriction is
introduced. The worker blocker requires current task authority and does
not replace newer assignments or completed review decisions. A pending
review remains in review and requires an explicit retry after
configuration repair; it is not rebound to a new status decision.

The retry decision is durable. There remains a small existing gap
between status/effect commit and diagnostic metadata persistence; a
crash there can leave a generic diagnostic while preserving the blocked
decision. No schema migration is required.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#123` / `Refs #123` OR (b) described the issue in-PR following the
relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub references)
- [x] My branch name describes the change and contains no internal
ticket id or instance-derived details
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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>
2026-10-05 20:57:33 -07:00
DottaandPaperclip 0e0b63e5a5 feat(connections): add experimental task-pinned AI routing (#14967)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - AI Connections separate account access from models and harnesses.
> - A pool must act as one connection while retaining each task’s
account.
> - Core must enforce member access and preserve session and recovery
rules.
> - A plugin supplies rotation policy without receiving credentials.
> - This change adds durable routing and native connector setup and
management.

## Linked Issues or Issue Description

**Subsystem affected**

AI Connections, Connectors, plugins, run dispatch, and session
compatibility.

**Problem or motivation**

Operators need to rotate new tasks across saved accounts while each task
keeps its account and session. Pool setup must fit the existing
connector catalog and account workflow.

**Proposed solution**

Add an experimental router binding, a capability-gated plugin hook, and
transactional task pins. Plugins declare native pooled connectors
through `aiConnectionRouter`. Core hosts the existing-account picker,
ordering step, and account settings. Related usage contract: #14936.
Companion private plugin:
https://github.com/paperclipai/paperclip-cloud/pull/643.

**Roadmap alignment**

This extends Apps and AI Connections. Core supplies generic enforcement
and native connector UI; the private plugin owns rotation and quota
policy. The prior duplicate search found no matching router
implementation.

## What Changed

- Add a router binding without changing existing concrete bindings. Keep
the instance flag and new pools disabled by default. Require manual
operator configuration. Show no routing toggle in Experimental settings
on either open-source or Cloud installs, even after routing is enabled.
- Persist company-scoped pools, one shared cursor per pool, and pins
keyed by company, pool, agent, and task. Commit pins and cursor advances
together with revision checks and bounded retries. Persist run-ID
affinity before allocation.
- Pass only authorized metadata and normalized usage to plugins. Core
retains credential handling, member access checks, runtime
qualification, and recovery evidence. Probe outside locks with a shared
15-second budget and freshness cache.
- Resolve routing before credential preparation and backend selection.
Preserve pins through turns, session resets, removed members, and quota
waits. Retain admitted recovery after disable or uninstall.
- Separate credential session epochs from token generations. Verified
refresh preserves the epoch; reconnect and manual replacement change it.
Include the credential slot ID in session and usage-cache identity, so
reconnecting an indexed legacy account invalidates its old session even
when both epochs are zero.
- Validate pool member installations before accepting saved-agent
bindings and recheck compatibility when the harness changes. Install
only authorized members in the new-agent transaction and record their
IDs in local activity. Pool membership cannot install a restricted
shared connection.
- Preserve pool bindings when agents hire teammates through either
creation API or native caller runtime inheritance. Block stale manager
credential references; retain explicit child authentication precedence
and reject incompatible inherited pools.
- Add native connector registration through plugin metadata. Reuse the
Connectors catalog, setup header, account header, sidebar, dialogs, and
usage display. Setup selects and orders saved connections. Advanced
settings hold usage rules and member runtime defaults. New-account setup
opens in another tab.
- Use revision-checked pool archival from the Connectors catalog and
account page. Keep task pins, cursors, recovery evidence, and underlying
connections. Reject ordinary connection updates or removals that bypass
pool revisions.
- Add pool selectors, composer models, override notes, quota status, run
details, activity records, and local run-log records. Keep
session-adoption copy minimal.
- Show **Used by** below the pool connections. List current company
agents with shared avatars and profile links. Include paused agents;
exclude terminated agents and agents using another pool.
- Add Core stories for the generic connector workflow and runtime
surfaces. Cloud stories reuse these production routes and tokens through
a preview-only alias.

## Verification

- Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace
`pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass
locally.
- All 422 focused connector/settings/shared-contract/migration tests and
all 156 database-backed AI connection, hiring, reconnect, and
durable-routing cases pass (69 hiring cases rerun after the final
auth-precedence fix). The merged shared contract retains connection
instructions and pool metadata. The pool migration is generated at
sequence 0299 after the latest upstream migrations; this PR makes no
lockfile changes.
- All four full-app Playwright tests pass on the final head after a cold
restart and migration, against the installed private plugin and isolated
database, with no route or pool-API mocks. They cover hidden routing
controls after manual opt-in, native pool creation, ordering, membership
edits, rename, paused defaults, enabling/save/refresh persistence, stale
edits, cancellation/removal, preserved underlying accounts, unavailable
routers, and Used by avatars and profile links. Exact command:
`PAPERCLIP_CONNECTION_POOL_E2E=1
AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f
AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test
--config tests/ai-connections-app/playwright.config.ts
connection-pools.spec.ts`.
- [Native setup, ordering, and management
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278)
address the review follow-up. [Earlier selector, quota, and run-detail
screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316)
show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui
storybook`, then **Connectors / Pool host** or **AI Connections /
Connection pools**. Cloud owns its host-backed plugin stories; both
repositories’ Operator Setup Required story assertions pass.
- Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed
both exact sessions after restart, preserved pinned accounts through
explicit reset and controlled quota deferral/recovery, and committed
only two allocations across fourteen runs. A later UI-created task test
again rotated OpenAI then Anthropic and resumed OpenAI through
follow-up/restart/quota recovery. That later Anthropic execution was
blocked by its saved OAuth token expiring (provider 401). No live usage
probes ran.
- The full local `pnpm test:run` was attempted earlier and did not
complete because of macOS embedded PostgreSQL bootstrap/shared-memory
failures and the 40,000-file Git fixture timeout. The focused database
suites above now pass; full-suite verification is provided by the split
CI lanes. The preceding CI run had one runtime readiness timeout; it
passes locally both alone and inside the larger runtime suite. That
larger local suite also encountered an embedded PostgreSQL setup failure
and two macOS temporary-path alias assertions; those two assertions pass
with canonical TMPDIR=/private/tmp. All final-head CI checks are
terminal green, including full general/serialized server suites, Runner
checks, browser E2E shards, canary verification, build, and typecheck.
Greptile is 5/5 on that exact head with no unresolved threads.

## Risks

- The migration adds routing tables and a credential epoch column.
Install the private plugin only with the compatible Core contract.
- Routing and each pool require opt-in. Production distribution and
fleet defaults remain unchanged.
- Unknown usage stays eligible. Known pinned exhaustion waits; revoked
access requires operator repair.
- Legacy adapters require compatible members. Runner model and effort
overrides remain limited by qualified backend support.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository editing, code
execution, and browser testing. The exact deployment model ID and
context window are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes:` / `Closes:`
/ `Refs:` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [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 (targeted suites;
full-suite limitations are reported 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>
2026-10-05 20:44:37 -05:00
DottaandPaperclip b17019e14d fix(agents): reduce default instructions and qualify stock harnesses (#14948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its adapters supply task context and access to Paperclip skills and
tools.
> - The default hire manual and shared prompts also repeat general work
procedures.
> - Those procedures overlap with stock provider instructions and the
Paperclip skill.
> - Existing E2E fixtures supply a QA manual, so they do not qualify the
production default.
> - This pull request reduces the generic instructions and adds real
default-hire coverage.
> - The benefit is less competing guidance, with inspectable evidence
for preserved skills and task context.

## Linked Issues or Issue Description

Refs: #14920. That merged change preserves native Codex base
instructions. This PR covers the default manual, shared legacy prompts,
operational skill guidance, and the narrowly approved ACP
skill-discovery/session-environment repair for measured delivery and
credential-persistence failures.

**What existing behavior does this improve?**

New non-CEO hires without a custom bundle and legacy task/chat startup
and continuation prompts.

**Current behavior**

The shipped default manual contains 602 words. Generic task/chat prompts
and ordinary resume deltas repeat work procedures already available
through the harness and Paperclip skill.

**Proposed behavior**

The default manual contains only the eight-word company identity. Shared
startup prompts retain identity and connection guidance. Ordinary resume
deltas retain current work context without the generic execution
contract.

**Reason and benefit**

Let the stock harness guide general work. Keep Paperclip-specific
capabilities and independently test default hires, skills, ordered
comments, and chat restart.

**Breaking changes**

New default hires receive less guidance. Existing saved manuals,
explicit custom bundles, CEO templates, and specialized wake contracts
retain their behavior. The obsolete includeExecutionContract option
remains accepted for source compatibility.

## What Changed

- Reduce the default hire manual to one sentence.
- Reduce shared task/chat defaults and remove the generic
ordinary-resume contract.
- Keep connection guidance, auth, skills, custom prompts, and
specialized wake context.
- Add credential-free instruction-boundary gates and 26 explicit Product
E2E cells across eight legacy/native profiles, including two focused
Paperclip-storage cases.
- Capture public hire receipts before providers run, then grade
delivered prompts and independent task/chat outcomes.
- Add an early legacy skill API recipe for saving a task document,
checking the saved revision receipt and linking the document. Improve
stock task/heartbeat skill-selection metadata and show a clickable
Markdown UI-link example. Keep native tool completion separate.
- Advertise bounded routing descriptions and exact successfully staged
SKILL.md paths in legacy ACP Claude; keep full bodies on demand and
preserve remote path rebasing.
- Remove only the provider environment from copied persisted ACP session
records, while loading current run credentials and preserving all other
options/conversation state.
- Regenerate both capability metadata inventories and reject stale
manifests/inventories before provider admission.
- Publish the original reduction and focused skill-repair comparisons,
preserving all failures, automatic recovery, cost coverage and
limitations.

## Verification

**Behavioral qualification remains pending.** Original legacy ACP Claude
loses the issue document only in the reduced cohort beneath an unchanged
credential failure. A source-backed diagnosis finds that neither
ordinary assignment reads the staged operational skill, while the
runtime persists provider environment in session state. The new common
repairs expose skill metadata/path and omit persisted env; strict
document and credential guards stay intact. [Inspectable diagnosis and
retained
hashes](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-readiness.md).

Current repair head `de0965984ff3edf611ae6d0e7ca5c7d5ae3947bb`
incorporates master `569c7203aa24b95440682983ce7940ba1d4247bd` (merged
#14961/#15007). All 222 affected adapter tests, adapter-utils/E2E
typechecks, and final 96 variant/grader/retry calibrations pass. The
frozen historical comparator is
`c25697f4260b6f3adfea143c3ae9932e2f42986d`: 8,280 of 8,291 paths
identical, exactly two production instruction paths plus nine declared
unit expectations differ. The operational skill/discovery/environment
repairs, selected model/profile/task/core grader/auth/permissions/retry
policy are identical. Both actual launcher prepare→verify admissions
pass with zero providers. [Immutable manifest and exact
receipts](https://github.com/paperclipai/paperclip/blob/9f654db4541d3d002769c988f6e51fc0b08dadbd/doc/plans/2026-10-03-legacy-acp-claude-evidence/manifest.json).

One original legacy ACP Claude cell per variant is authorized, with
enforced single campaign attempts, 12-minute deadlines and company/agent
1,000-cent hard stops; every product recovery run/cost is counted.
Actual live outcomes are pending. Current normal CI has one failed
server shard and failed aggregate verify under diagnosis; other normal
gates including typecheck/build/Rust/all eight browser shards pass.
Fresh review completed successfully; the valid historical startup/resume
masking finding was fixed with per-invocation task/chat checks and
strict complete-snapshot capture, calibrated and resolved. Prior heads,
failures and campaigns below remain historical evidence, not checks on
this repair head.

- Prior head `36aa4d81c49a1a8f6f04b1a068fae19aa901955f` is replayed on
merged hiring master `862a5758ba0e88a33232c1f1fa645e85c38a3113`. All 52
current-head checks pass with two intentional Storybook skips, including
repository typecheck/test/build and the browser shard. Fresh Greptile is
5/5 with zero unresolved review threads. Exact-head stock prerequisites
pass 599 assertions (598 TypeScript + 1 Rust), all six gates and
retained receipt verification, zero providers/source errors. Fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`.
Combined catalog/hiring calibrations pass 67 assertions, E2E typecheck
and 26-cell stock discovery pass. Canonical contract/inventory checks
and the later issue-derived reference calibration are retained; that
reference-only follow-up is not live-qualified by earlier frozen runs.
- Prior full repository typecheck/build passed. The complete local
Vitest run executed 14,956 tests: 14,870 passed, 83 skipped, three
timing failures. All three affected files passed unchanged narrow
reruns; original failures remain retained. Current-head CI now passes
the full general checks; the original local failures remain retained.
- The original 24-pair default-manual/shared-prompt comparison has two
new overall classic Claude/OpenCode document-delivery failures plus an
additional legacy ACP Claude document loss beneath an unchanged
credential-guard failure (not closed by later runs), two newly passing
OpenCode ordered cases, seven unchanged failures and 13 unchanged
passes. Equal 15/24 totals do not establish behavioral equivalence.
[Complete original
report](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-stock-harness-live-comparison.md).
- The skill-only repair holds the eight-word manual/shared prompts and
merged #14920 fixed. All four matched profile configurations and 203
fixture/behavior files match. Candidate
`abd0b628ca642c09a54a4edc56a5227402f6686e` varies only the two skill
sources against baseline `bc83fe030234439ac51279502a28803958963e2e`.
[Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060885547)
and [baseline
workflow](https://github.com/paperclipai/paperclip/actions/runs/37060888047)
each pass 571 exact-source prerequisites before providers; all eight
cells clean up successfully. Failed campaigns publish successfully and
remain failed.
- Repair pairs: Claude original Fail → Pass; Claude explicit Pass →
Pass; both OpenCode cases Fail → Fail. Explicit OpenCode's handoff
worsens beneath the unchanged failing UI-link grade: baseline gives a
clickable API URL, candidate gives a code-formatted path without an
anchor. The request's usable-link wording is narrower in the UI-only
oracle. [Complete repair report and safe
projection](https://github.com/paperclipai/paperclip/blob/875f4c397d9e8c3f12f39dedd59abaf1eaf5236e/doc/plans/2026-10-02-legacy-document-skill-repair.md).
- The subsequent narrow stock metadata/link correction has two matched
Pass → Pass cases, zero new machine failures/passes and no pending
pairs. Both original-case handoff links remain deficient: candidate uses
a wrong PAP prefix, baseline supplies a bare prefix-less slug path; the
preserved original oracle only requires a durable document. Both
explicit clickable UI-link cases pass revision/content/link grading. All
four exact-source 587-check gates, single assignment runs and cleanup
pass. This does not establish fix causality because baseline also
succeeds. [Candidate
workflow](https://github.com/paperclipai/paperclip/actions/runs/37069547401)
freezes `fe9dc1e3c518825242ed889ab9c8352986f8c2ed`; [matched
baseline](https://github.com/paperclipai/paperclip/actions/runs/37069552374)
freezes `0d7ecfa96d72fba79b7f0a25052b42c0686c0488`. This is a skill-only
comparison with reduced manuals/shared prompts held constant, not a
repeat of the historical-manual comparison. Only original and clarified
explicit classic OpenCode cases are selected, two per variant/four
expected turns. 8,242 other tracked files and both profile hashes match;
protected workflows admit each exact source before credentials.
[Complete qualification
report](https://github.com/paperclipai/paperclip/blob/74d0d3d945f4c52d0814b5a845ab5bd09f33cd6b/doc/plans/2026-10-02-opencode-skill-routing-link-qualification.md).
Candidate original loads Paperclip/reference before saving publicly;
baseline original loads it after writing locally, then saves publicly
within the same assignment. Reported cost totals are $0.0107824490
candidate / $0.0107909015 baseline, with unmetered runtime. The later
reference-only issue-derived link correction is provider-free calibrated
and **not live-qualified** by these frozen runs; no further paid runs.
- Retained tool calls show the repaired original OpenCode assignment
loads only its assigned output skill before writing locally. Operational
Paperclip is first loaded during automatic disposition recovery; its
early recipe is visible then, but it never saves the missing document.
Explicit candidate loads Paperclip and reads the new reference before
saving successfully. All nine actual runs are counted. Reported LLM
totals are $0.3802537209 baseline and $0.4918990161 candidate; local
runtime is unmetered.
- Initial setup, packaging, cancelled/missing-cell recovery, callback
test and relative-output attempts remain retained. No completed provider
failure was rerun. Frozen measurement branches are unchanged by later
canonical metadata maintenance.
- Run `pnpm test:e2e:runner:stock-harness`, `pnpm test:e2e:runner:unit`,
and `pnpm test:e2e:runner:typecheck`. Select `stock-harness` explicitly
for paid execution; it is excluded from `--all`.

Prior-head integration: `36aa4d81c49a1a8f6f04b1a068fae19aa901955f`
replays this PR on merged hiring #14985
(`862a5758ba0e88a33232c1f1fa645e85c38a3113`), preserving the four
explicit custom-CEO-bundle checks, minimal generic manual boundary, and
both suites. The combined fixture catalog and hiring calibrations pass
67 assertions; exact-head stock prerequisites pass 599 assertions (598
TypeScript + 1 Rust), all six gates and retained-receipt verification,
zero providers/source errors, fingerprint
`a7f5a22d860a88fe20cce213c6d5e0004788f32c8363930729aea4fd740ad16d`. E2E
typecheck and 26-cell stock discovery pass. Fresh current-head CI passes
all 52 checks with two intentional skips, and fresh Greptile is 5/5 with
zero unresolved review threads.

The prior source-plan browser failure is retained: a deterministic
process fixture replayed its last `fixture:plan` command on
`chat_task_completed`, writing revision 2 with identical body after the
approval handoff. This was not paid provider execution. Rebased
current-head CI passes the same assertion without an old-head retry or a
change to that browser fixture.

The merged hiring change was measured separately on immutable matched
unions, with this reduced/shared/operational context and native
completion guidance held constant. [Complete original two-profile
report](https://github.com/paperclipai/paperclip/blob/f0512647656be78e48abd8c22a3078db8bf6bcd2/doc/plans/2026-10-02-hiring-template-live-comparison.md):
[candidate](https://github.com/paperclipai/paperclip/actions/runs/37075466208)
/ [historical
baseline](https://github.com/paperclipai/paperclip/actions/runs/37075469463),
705 provider-free prerequisites each. Both pairs are unchanged Fail →
Fail on the exact-five count, with six core delivery checks passing all
four cells; 28 actual successful runs include eight automatic completion
wakes, zero retries, four successful cleanups. Source-read coverage is
uncomparable, actual model charges unknown. Separately versioned
provider-free accounting remains analytical work; original verdicts are
preserved. This does not rerun or qualify the completed default-manual
or native campaigns.

## Risks

- Legacy ACP Claude's additional delivery loss is not closed by any
later matched run and blocks the no-extra-failing-behavior merge
criterion. Legacy document delivery may have relied on the prior
manual/shared prompts. The early skill repair improves Claude in one
trial; the later OpenCode pairs pass in both variants and cannot
establish causality or robust recovery. Both original-case links remain
deficient beneath the storage-only grade. The later issue-derived
reference correction has only provider-free validation. Native
finish/block descriptions must not be supplied to legacy agents.
- The comparison holds merged native Codex fix #14920 constant; it
cannot measure that fix's before/after task performance.
- These bounded skill/context/chat workflows do not measure general
coding quality. Unrepresented providers remain unqualified.
- Saved manuals and old Codex sessions are not automatically migrated.
Codex through ACP still has a separate base-instruction follow-up.

## Model Used

OpenAI Codex, GPT-6 family as identified by this session. The exact
deployment ID and context-window size are not exposed. The assistant
used reasoning, repository tools, code execution, and delegated PR/eval
work.

## 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 (relevant suites and all
three unchanged narrow reruns pass; complete-run timing failures
retained in Verification)
- [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 on the new repair head
(prior-head checks retained above)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new repair head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-03 12:32:42 -05:00
DottaandPaperclip ffe5e9e2a8 fix: retain execution evidence for Retry and saved input (#15033)
## Thinking Path

> - Paperclip lets people steer and recover AI-agent conversations.
> - Recovery eligibility depends on retained cancellation receipts.
> - Run presentation intentionally omits result JSON on SQL_ASCII
databases and reduces oversized output.
> - Retry and the saved-input sweep mistakenly used that presentation
read for admission.
> - The banner could offer Retry while the endpoint rejected the same
stopped run.
> - Read the narrow execution-evidence fields for internal admission and
keep normal presentation unchanged.

## Linked Issues or Issue Description

Refs #15024 and #15015. Searched existing recovery and redaction PRs; no
duplicate fix found.

**What happened?**

On a SQL_ASCII instance, a verified pre-dispatch review-wait
cancellation offers Retry in the recovery notice. Clicking it returns an
eligibility conflict, and a saved user message remains deferred. The
notice reads the retained database receipt, but the endpoint and sweep
read a presentation projection where `resultJson` is null.

**Expected behavior**

Retry and saved user input use the recorded execution evidence and
ordinary admission gates, independent of presentation redaction. Public
run reads retain their existing encoding and output-size protections.

**Steps to reproduce**

1. Record a cancelled, unclaimed review-wait continuation and its
recovery hold.
2. Use the SQL_ASCII presentation projection, where run result JSON is
omitted.
3. Click Retry or save a new user message and let the recovery sweep
inspect it.
4. Verify a fresh turn starts once, with no replay of consumed input.

**Paperclip version or commit**

Reproduced on `9ae3d8db3`.

**Deployment mode**

Authenticated private self-hosted server with a SQL_ASCII database.

## What Changed

- Add an explicit internal read of cancellation, startup, review-wait,
tool-inventory, and Stop evidence; omit provider diagnostics.
- Use that read in the Retry route, wakeup validation, and saved-input
continuation checks.
- Preserve the distinction between absent result JSON and an
unrecognized stored result.
- Cover the reproduced SQL_ASCII Retry and saved-input failures,
retained public redaction, native Stop behavior, and excluded provider
output.
- Document the presentation and admission distinction.

## Verification

- Red: four selected assertions fail before the fix, including the
SQL_ASCII eligibility conflict and saved input remaining deferred.
- Targeted green regressions and existing native Stop cases pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass.
- All 626 affected recovery, continuation, and route tests pass,
including 22 focused admission and native Stop cases. Current-head CI
has 54 passing gates and 2 skipped optional Storybook checks. Greptile
reviewed `9b94af91e295a4e8007dfc6bff6a8d532d945e36` at 5/5 with no
findings or open review threads. No complete local monolithic pass is
claimed; the complete suite runs in sharded CI.

## Risks

Admission still checks recorded process and controller ownership,
provider events, cleanup, company scope, user authority, pending
decisions, and task holds. The evidence projection must retain every
field used by these eligibility predicates; existing native Stop cases
guard against dropping its acknowledgement receipt. No schema,
dependency, UI, or public response change.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-10-03 01:38:57 -05:00
DottaandPaperclip cc67d4e1d8 fix: preserve steering and recover stopped task conversations (#15015)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task conversation must let a user guide a running agent and resume
stopped work.
> - The active run owns its input protocol, even when the user changes
the next model or effort.
> - Queue delivery waits for a provider receipt, which must be able to
persist during the request.
> - A stopped startup also needs a clear user action that passes normal
task admission.
> - This pull request fixes steering delivery, makes queue actions
immediate, and restores explicit continuation.
> - The benefit is a responsive conversation that can recover without
losing saved input.

## Linked Issues or Issue Description

**What happened?**

A queued message could change from Steer to Interrupt while a native run
prepared. A steer request could wait on its own database lock and fail
to deliver. A stopped startup could then leave the conversation without
a working Retry or message continuation. Interrupt also waited for the
server and showed a toast.

**Expected behavior**

The active run keeps its input protocol. Steer delivers input to that
run. Steer and Interrupt clear the submitted queue rows and show the
input in the conversation immediately. Failed delivery restores the
latest queue with an inline error. An eligible stopped run offers Retry,
and authenticated user input can start a fresh turn through normal task
admission.

**Steps to reproduce**

1. Start a task with a native Paperclip Runner.
2. Change the selected model or effort while that run prepares.
3. Queue a message and press Steer.
4. Observe the provider receipt and queue state during the request.
5. Stop a startup before its provider process begins, then try Retry or
send a new message.
6. Repeat queued delivery with a legacy runner and press Interrupt.

**Paperclip version or commit**

Reproduced on the parent of this branch, `59c07ede7`.

**Deployment mode**

Authenticated private deployment. The fixes also cover local task
conversations.

Related work: Refs #12834, Refs #13354, Refs #13275. The open refactor
in #13160 moves the same queue route; it does not fix the receipt lock
or stopped-run continuation addressed here.

## What Changed

- Select queue behavior from the active run's immutable dispatch and
runtime resolution.
- Leave the run row unlocked during provider acknowledgement, then lock
and read it before merging the receipt.
- Retain queued input if the target run stops during that wait. Keep
inline delivery errors visible after empty queue updates.
- Permit exact Retry and authenticated continuation after verified
native startup cancellation. Preserve pause, approval, budget,
ownership, and process-stop gates.
- Carry undelivered native queue input into a fresh turn once the old
execution is confirmed stopped.
- Show Steer and Interrupt input in the conversation and clear submitted
composer rows immediately. Restore the latest queue inline on failure.
Remove delivery toasts.
- Keep optimistic delivery stable across stale polls, empty queues, and
paginated history. Preserve classic Interrupt error handling.
- Document recovery and optimistic delivery behavior. Add regression
tests across server, shared queue projection, and UI boundaries.

## Verification

- Red-green regression tests reproduced the queue protocol, receipt
lock, stopped-startup continuation, and optimistic delivery failures.
- The focused server route, continuation, queue, and runner boundary
suites passed during implementation.
- The queue-route suite passes with 78 tests. The three complete
conversation UI suites pass with 347 tests.
- UI typecheck, production build, and `pnpm check:token-gates` pass.
- Workspace `pnpm -r typecheck` and `pnpm build` pass. The local
monolithic `pnpm test:run` is still running; remote CI verifies the
complete suite on the latest commit.
- All CI gates pass on `bd9031ad56abfcde13d13a13488c1b9217c2fd3a`,
including the full test shards, runner verification, browser E2E,
typecheck, release registry, and canary dry run.
- Greptile reports 5/5 for that commit. Both review threads are
resolved.

## Risks

This changes queue display and explicit continuation admission. The UI
must restore rejected delivery without losing other-session edits. The
server must preserve concurrent provider result updates and must not
resume a process whose stop is uncertain. Focused tests cover these
boundaries. This change has no database migration.

## Model Used

OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and
context window are not exposed in this session. Used reasoning,
repository tools, code execution, and browser inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-10-02 22:07:14 -05:00
DottaandPaperclip 7a52dcdc74 fix: repair MCP validation and cancelled execution recovery (#14951)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The tool gateway gives agents access to connected services. Recovery
controls what happens when a run stops.
> - Generated tool names can exceed the provider limit after the MCP
client adds its prefix.
> - The same invalid definition can fail each automatic retry. A
cancelled run can also hold saved messages without showing its cause.
> - This pull request bounds tool names, stops configuration retries,
and retains cancellation evidence.
> - It shows the stopped run and admits saved input only after the
existing safety checks pass.
> - The benefit is a clear recovery path that preserves operator Stop
and prevents duplicate message delivery.

## Linked Issues or Issue Description

**What happened?**

A long connected MCP tool name makes the provider reject the entire
request. Automatic recovery repeats the invalid request. Separately,
unexpected legacy cancellations can leave saved input behind a recovery
hold. The notice does not identify the stopped run or its cause.

**Expected behavior**

Complete MCP names fit the provider limit. Tool-definition errors
require configuration repair. Cancelled runs retain their source and
reason. The recovery notice shows the cause and saved-message count.
Verified unexpected cancellations can start a fresh turn through the
existing admission checks.

**Steps to reproduce**

1. Assign an App gallery connection with a long application key and tool
name to a Claude agent.
2. Start a run. The provider rejects a name over 128 characters,
including its MCP prefix.
3. For cancellation recovery, stop a legacy provider turn without an
operator Stop request and send a user message while the recovery hold is
active.
4. Inspect the recovery notice and the deferred message queue.

**Paperclip version or commit**

Rebased onto master at `cf8ad63c806685bfd7c48e3ed4a919d61a7c55f1`.

**Deployment mode**

Hosted or self-hosted server with legacy Claude or Codex execution.

Related public work:

- Refs #14017. That PR caps name segments. This PR preserves existing
short names and uses stable hash aliases for long complete names. It
also covers classification and recovery.
- Refs #4510. That PR adds a cancellation-source column. This PR records
bounded evidence in the existing run result, without a migration.
- Refs #12552 and #4506. Those PRs suppress recovery after operator
cancellation. This PR preserves operator intent and uses the existing
continuation gates.

## What Changed

- Bound gateway names with the full provider prefix in the 128-character
budget. Retain the original upstream tool name for dispatch and
permissions.
- Classify invalid tool definitions as configuration failures before
diagnostic redaction. Stop automatic retries and continuation attempts
for that error code.
- Persist cancellation source, expectedness, initiator, reason, and
time. Preserve recorded Stop intent when adapter results arrive. Report
unexpected started cancellations with closed diagnostic labels.
- Show the run cause, saved-message count, and Inspect run link. Offer
Continue for eligible unexpected cancellations. Require verified
provider stop, empty tool inventory, ownership, and the existing pause,
budget, approval, and dependency gates. Use the existing queue for
single delivery.
- Add regression coverage and update the execution, MCP gateway, and
run-log documentation.

## Verification

- `pnpm -r typecheck` and `pnpm build` passed.
- `pnpm check:token-gates` passed.
- Ran `pnpm test:run` and completed its workspace and serialized groups.
Initial resource and timing failures passed on isolated reruns. All 149
serialized route suites passed.
- Reran the changed server, adapter, and UI suites after the rebase.
Coverage includes long-name upstream dispatch, configuration retry
suppression, cancellation evidence retention, privacy labels, oversized
run projection, and concurrent saved-message delivery.
- `pnpm test:e2e tests/e2e/legacy-failure-continuation.spec.ts` passed
all six browser scenarios. The recovery notice shows the run cause and
inspection link, and each recovery entry point reaches one new response.
- Added database-backed checks for active, removed, paused, unavailable,
and disabled chat connections. The final continuation and
recovery-notice suites passed 167 tests. Externally bound chats hide
board Continue and show a usable next action.
- All 55 GitHub checks passed on
`42afbf1371dcaeb72646e3d8f65c19ff7cddf8de`. Two unrelated Storybook jobs
were skipped by their normal conditions. Greptile reviewed that commit
at 5/5 with no findings and no open review threads.

## Risks

- Long tool names change to aliases. Existing short names stay
compatible. The original connection and upstream name remain the
dispatch authority.
- Invalid tool definitions no longer get automatic retries. An operator
must repair the configuration before a new attempt.
- Continuation changes apply only to positively identified unexpected
legacy cancellations with complete empty tool inventory. Operator Stop,
unknown historical cancellations, outstanding tools, and unverified
provider termination keep their holds.
- No database migration. The added projection fields are optional.
Cancellation reason and initiator IDs remain local run evidence; Sentry
receives only closed source and initiator-type labels and expectedness.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository editing, shell
execution, and GitHub tool use. The runtime does not expose the exact
model variant or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 13:47:59 -05:00
DottaandPaperclip e00d10d5d5 fix(connections): repair stale AI defaults from agent settings (#14916)
## Thinking Path

> - Paperclip manages AI agents and controls the credentials used for
their work.
> - Managed AI connections resolve each responsible user's provider
default.
> - Agent settings created another account but kept the old default
selected.
> - A rejected provider test left the old account marked as connected.
> - Claude ACP reported a typed login failure as a generic
terminal-access error.
> - This pull request repairs the selected account or selects the new
login explicitly.
> - Agents can save and run with the repaired credential, and failed
logins request sign-in.

## Linked Issues or Issue Description

- Fixes #14831.
- Refs #13867. Environment failures remain separate from
credential-health failures.

## What Changed

- Add an agent-settings action to reconnect an unavailable personal
default in place. Keep its connection, grant, default, and agent access.
- State that a new account becomes the user's provider default. Select
its returned grant before changing the agent binding. Keep the actual
sign-in method.
- Show default-update errors and allow retry without another provider
login.
- Show the agent-access choice. Connection managers start with
company-wide access for their own tasks. Other members start with access
for the current agent.
- Use the server's connection-manager permission in the shared list
response. This includes members with a custom management grant.
- Mark credentials as needing attention after an explicit login
rejection in Test or Save. This includes API-key 401 and 403 responses.
Network, quota, and server failures keep the credential health
unchanged.
- Reuse the credential-generation check so an old failure cannot
invalidate a newer reconnect.
- Route Claude's typed provider `access` failure to the existing
login-recovery flow. Replace its generic terminal-access fallback with a
sign-in message.
- Add regression tests and update the AI Connections documentation.

## Verification

- Red: the UI tests failed on the missing reconnect action, unused
returned grant, missing access choice, and lost default-update error.
The server tests failed because rejected credentials stayed connected.
The real ACP fixture returned `acpx_turn_failed` for typed login
failures.
- Green: 156 tests passed across the AI connection, hiring, agent field,
and New Agent suites. All 37 environment-route tests passed. The Claude
ACP authentication fixtures also passed.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- The full local `pnpm test:run` passed 707 files and 14,503 tests, then
exited with an agent-conversation timeout and embedded PostgreSQL
startup failures in unchanged suites. The isolated conversation and
migration tests passed on rerun. Later local test groups did not run
after this failure.
- [All CI gates
passed](https://github.com/paperclipai/paperclip/actions/runs/37012669356)
on commit `38513dfe2`. This includes the full test matrix, browser
tests, typecheck, build, Runner checks, and canary dry run.
- Greptile reviewed commit `38513dfe2` and returned 5/5 with no open
findings.
- The regression tests use a real embedded database and a real ACP
fixture process. Live provider sign-in requires a valid account and was
not run.

## Risks

- Connecting a new account from agent settings changes the user's
provider default. The dialog states this before sign-in.
- The displayed access choice can allow all company agents to use the
account for its owner's tasks. Reconnect keeps the existing access.
Server permissions still control installs.
- Claude's typed `access` category maps to the provider's
`auth_required` signal. Tool and workspace request failures retain their
existing classification.
- No database migration or provider credential format changes are
required.

## Model Used

- OpenAI GPT-6 through Codex. The exact served model identifier and
context window are not exposed in this session. Capabilities used:
reasoning, repository tools, code editing, and command execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 08:57:52 -05:00
DottaandPaperclip efc2e6810e fix: show each task once in dashboard agent cards (#14847)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - The dashboard shows recent agent activity in compact cards.
> - Those cards use run records, so two runs for one task can create
duplicate task cards.
> - An operator needs to see each task once when scanning the dashboard.
> - This pull request selects one run per linked task before it applies
the card limit.
> - The live runs page still shows each run for run inspection.

## Linked Issues or Issue Description

**What happened?**

The dashboard showed the same task in two agent cards when that task had
both an active run and a completed run.

**Expected behavior**

The dashboard should show a linked task at most once. It should keep the
active run card when one is present.

**Steps to reproduce**

1. Start an agent run for a task that already has a completed run.
2. Open the company dashboard.
3. Observe two cards linked to the same task.

**Paperclip version or commit**

Reproduced on the pre-change master at `8b4aa0692`.

**Deployment mode**

Local dev, built from source. The bug is in the core dashboard UI and
does not depend on an agent adapter or database mode.

## What Changed

- Select distinct linked tasks from capped active and recent run samples
before applying the dashboard card limit.
- Keep separate cards for runs without a linked task.
- Preserve the dashboard's count of additional distinct cards behind the
live-runs link.
- Add UI and embedded Postgres regression tests for duplicate runs and
document the dashboard rule.
- Give the existing multi-request cross-tenant authorization test enough
time on loaded CI runners.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/ActiveAgentsPanel.test.tsx`
- `pnpm --filter @paperclipai/ui exec vitest run
src/api/heartbeats.test.ts`
- `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts
server/src/__tests__/agent-live-run-routes.test.ts`
- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm check:token-gates`
- Review the dashboard with an active and a completed run on the same
task. Confirm that it shows one card. Open Live agent runs to inspect
both run records.

## Risks

- A very high volume of recent runs for one task can fill the capped
sample and leave older tasks off the dashboard. The Live runs page
remains available for full run inspection.
- The dashboard may fetch up to 50 distinct run representatives to
preserve its overflow count. The default run API response and persisted
data 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, GPT-6. The runtime does not expose the exact model ID or
context window size to this task. The model used reasoning, tool calls,
and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 12:18:35 -05:00
DottaandPaperclip 2f6fa3b6dc fix: recover provider authentication inside tasks (#14629)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a working model provider connection to run a task.
> - A provider can reject a stored credential after the task starts.
> - The failed run must ask the responsible user to repair that
connection.
> - This pull request adds that request directly to the task and reuses
Connections sign-in.
> - The user can choose an API key or subscription, then continue the
task with a fresh session.

## Linked Issues or Issue Description

**What happened?**

A run that ended with `acpx_auth_required` or another known provider
authentication error did not immediately offer an inline way to connect
the provider. A repair form could also lock the user to the failed
account's sign-in method.

**Expected behavior**

Show a provider connection card in the task as soon as the
authentication failure is saved. Allow the responsible user to connect
or repair the provider with any supported sign-in method. Keep the
connection name automatic and resume the task after successful setup.

**Steps to reproduce**

1. Run a task with a supported provider and an expired or invalid
credential.
2. Let the run fail with a provider authentication error.
3. Open the task and attempt to repair the connection.

Related work: Refs #13724 and #13726. This change adds the inline task
repair flow and method choice.

## What Changed

- Classify provider authentication failures and create one connection
request for the current task. A persisted blocked classification
suppresses automatic retries only after the repair card is created;
unsupported providers retain their existing recovery path.
- Mark only the attributed, unchanged credential as needing sign-in.
Preserve credentials that were refreshed after the failed run started.
- Reuse the provider sign-in controls inside the task. Allow API key and
subscription choices for Claude, Codex, and Grok. Keep names hidden and
generate a default from the user, provider, and method.
- Keep the existing account when reconnecting with the same method.
Create and select another account when the method changes. Validate
updates to explicit agent bindings through the normal agent save path.
- Require explicit adoption for legacy agent authentication. Validate in
the agent environment, then commit the binding, connection install,
audit, and card completion in one transaction. Keep failed setup and
account selection visible and retryable.
- Add regression tests and update the specification and Connections
documentation.

## Verification

- Fresh local verification: 199 tests passed across the inline form,
provider method selector, default naming, authentication and recovery
classifiers, run liveness, OpenAPI routes, database adoption/rollback,
and Cursor execution suites. The adoption database suite also passed
against disposable Docker PostgreSQL.
- Full repository `pnpm build` and `pnpm -r typecheck` passed on the
latest commit. Token gates are clean.
- Embedded browser: opened real task cards from seeded authentication
failures; switched Claude from API key to subscription and back;
switched Codex from subscription to API key; confirmed the name field
stays hidden. Provider sign-in was not completed with real credentials.
- The broad local `pnpm test:run` started before review fixes and was
interrupted after the working tree changed; it is not counted as a
passing full run. Fresh focused tests passed. CI supplies the full test
and browser suite results for the current commit.
- CI is green on commit `4b97a4e447045ff3d7516525a187a5d1d21e0d4c`: 54
checks passed and two Storybook checks were skipped by their path rules.
The workspace preview job passed on one rerun after a local-server
startup timeout; its rerun passed 835 tests.
- Greptile is 5/5 on the same commit with no actionable findings and no
unresolved review threads.

## Risks

- Incorrect authentication classification could prompt for a connection
unnecessarily. Tests exclude tool authorization, quota, and unrelated
runtime failures.
- A method change selects the new personal provider default, which also
applies to other agents that use that user's default. Explicit account
bindings use the existing permission and runtime validation path.
- Credential invalidation must not race with refresh or reconnect. The
code compares the saved credential generation and grant update time
under locks.
- No database migration or new credential storage format is required.

## Model Used

OpenAI GPT-6 through Codex. The exact model ID and context window size
were not exposed in this session. Capabilities used: reasoning,
repository editing, shell commands, database tests, and embedded-browser
interaction.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused tests listed
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>
2026-09-30 06:39:37 -05:00
DottaandFry 3ca196b0a6 feat(agents): persist agent files across tasks without revision history (#14420)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - An agent needs personal files across tasks and sessions.
> - AGENTS.md is one file in that directory. Supporting files need the
same persistence.
> - The Instructions Editor and agent runs must share one current
directory.
> - Concurrent runs should apply only the files they change. The last
sync of the same file wins.
> - This pull request uses existing file transport and removes temporary
copies after sync.
> - Old instruction-only sessions keep their restore contract. New saves
do not create revision history.

## Linked Issues or Issue Description

Refs #14325. This replaces its revision-oriented design with persistent
agent files. Keep #14325 unmerged.

Transport prerequisite #14416 merged first at
`d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master
and remains below 100 changed files.

Related work: #4513 and #8798 cover instruction tooling. This change
handles run synchronization, cross-task personal files, browser editing,
and old-session restoration.

## What Changed

- Keep one current directory per company and agent. Point AGENT_HOME at
a temporary working copy for each active run. Keep task files and
provider HOME separate.
- Restore text, binary files, and nested folders through workspace
transport. Exclude remote agent files from task Git snapshots with a
self-ignoring file inside the reserved runtime directory; never write
through repository-controlled Git metadata.
- Collect after the provider and child processes have stopped. Keep
resumable conversation state.
- Apply changed and deleted files under the agent lock. The last sync
wins for the same file. Unrelated concurrent changes survive.
- Remove temporary copies after successful sync, rejected sync, and
staging failure. Register ownership before copying so restart recovery
can remove interrupted preparation. Retry transient synchronization up
to three times. Preserve the original remote lease reference until
deletion succeeds; restart cleanup never acquires a replacement sandbox.
Do not create captured directories or a conflict-review queue for new
runs.
- Keep browser editing, stale-draft protection, and streaming binary
downloads. Keep the instruction entry and text editor limited to 1 MiB.
- Keep historical agent-folder sync failures on their affected runs
instead of repeating them above current saved instructions. Preserve
legacy candidate review and current browser-save errors. Avoid duplicate
quota warnings while retaining separate sync failures when they describe
a different problem.
- Require target-scoped caller grants for peer instruction access, while
preserving self edits, responsible-user checks, and protected-change
consent.
- Treat full storage as a nonblocking run warning, never an agent pause
or run-admission failure. Restore already-over-quota saved folders so
ordinary agent cleanup can recover; warn on each run until cleanup. The
run detail view shows the warning.
- Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash
large files as streams. Check editor-save quotas with metadata instead
of hashing unrelated files.
- Preserve old native inputs, instruction-only copies, paths, digests,
and pending legacy candidates. Adopt old revision heads once. New writes
do not append history rows.
- Add idempotent migration 0287 and verify upgrades from the preview
tables and receipts.
- Add nine interactive stories under **Agents / Persistent files**,
including automatic incoming edits, stale browser drafts, and
storage-limit diagnostics.

## Verification

- Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after
merging current master and the landed transport prerequisite.
Integration required no manual conflict resolution; the feature remains
99 changed files. Full workspace typecheck, production build, token
gates, and 715 focused tests passed on this merge candidate. Fresh
Greptile review is 5/5 with no unresolved findings. All 55 checks
passed, with four conditional skips, including the build, typecheck,
browser E2E, and canary dry run. A single retry recovered four jobs
interrupted by runner shutdowns; no source changes were required.
- Historical-warning UI fix: all 6,834 UI tests across 640 files passed,
including regression coverage for three old failures, legacy preserved
edits, and warnings scoped to the affected run. Full workspace
typecheck, production build, Storybook build, and token gates passed.
Browser-verified Storybook playtests passed for Historical Failures
After Successful Save, Storage Limit, and Full Storage Run Warning.
- Review follow-ups at `4e20c9fb2`: all 18 focused tests passed,
including external Git directories, linked worktrees, symlinks,
hardlinks, and distinct I/O failures alongside storage warnings. Server
and UI typechecks, token gates, and the production build passed.
- Storage warning regressions at `0724f3012`: all 33 directory tests and
all five heartbeat-list tests passed, with no skips in their successful
runs. They cover repeated runs while full, an already-over-quota saved
folder, cleanup, warnings retained after unrelated save failures, and
bounded warnings in large result JSON. Server typecheck passed after the
final warning fixes.
- Full workspace typecheck, production build, and token gates passed
during this follow-up. Product E2E harness: 631 tests passed across 52
files; harness typecheck passed. Earlier native session/context and
directory/legacy collection suites passed 537 tests; Runner
unit/transport suites passed 329 tests.
- **Real E2E at `0724f3012` (before this follow-up):** legacy local
Codex and native Daytona Codex each passed six tasks, one server
restart, seven independent assertions, and cleanup verification. Both
prove browser-to-agent edits, agent-to-browser edits, nested/binary
restoration, per-file last-sync-wins, a successful run after an
oversized save rejection, and cleanup clearing the warning.
- Native local Codex also passed the six-task quota flow before the
final warning-retention fixes. That pass began at `918d1ed02` while the
bounded-result warning fix was being edited, so it is not claimed as
exact-final-head evidence. Its final-head rerun failed during embedded
PostgreSQL bootstrap before any provider run: the macOS host had 87,365
of 87,381 SysV semaphores occupied. No unrelated services or kernel
limits were changed.
- The final-source report intentionally records **2/3 cells passed**,
preserving the blocked native-local attempt:
`tests/runner-e2e/results/agent-files-quota-final-20260928-report/`.
Earlier failed attempts and provenance notes remain under
`tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and
the original campaign directories.
- Daytona used immutable image
`ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf`
and its exact Linux runner binary. Controller source is `0724f3012`;
image source is recorded separately.
- Legacy-session compatibility and all three ACP Stop/resume browser
regressions passed on the prior validated feature head
`169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same
provider session is retained and interrupted writes are not replayed.
Migration upgrade tests also passed earlier.
- Nine interactive stories are under **Agents / Persistent files**,
including **Full Storage Run Warning**. Its playtest and visual browser
inspection passed; the warning states that runs continue and the editor
remains available.
- Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs
skipped, no failures or pending checks. All eight browser E2E shards and
their aggregate passed. Fresh Greptile review is 5/5 with no findings;
all review threads are resolved, the security scan passed, and GitHub
reports no merge conflicts.
- The broad local follow-up test run was interrupted after host
semaphore exhaustion affected isolated PostgreSQL instances. It also
encountered the existing macOS long-path fixture failure and two timeout
failures. This is not a claim that the full local suite passed. Logs are
retained; focused storage/warning tests passed.

## Risks

- A later sync can overwrite an earlier edit to the same file, including
a saved browser edit. There is no text merge or retained version. This
is the intended last-sync-wins policy.
- A save that exceeds a storage limit is rejected and its temporary copy
is discarded. The run itself continues normally, and later runs restore
the last saved files with a warning until cleanup. Transient sync
failures get bounded retries. An I/O failure partway through a sync can
leave some files updated; a failed receipt does not claim whole-folder
success.
- Larger folders increase copy time, network traffic, and temporary disk
usage. Active runs still need working copies. Terminal runs do not
accumulate archives. Operators must provision disk for agents and
configured concurrency; these limits are not company-wide quotas.
- A restored old native session remains instruction-only until a fresh
session starts. Its original conflict fence and existing pending
candidates remain compatible.
- Provider processes close at the collection boundary. Conversation
resume remains available, but warm process reuse is lost.
- Backups must include the instance filesystem and database. External
bundles keep their existing behavior until explicitly moved to managed
storage.

## Model Used

OpenAI Codex, GPT-6 family. The session does not expose a more specific
model ID or context-window size. Reasoning, code execution, and browser
tools assisted this change. Real provider E2E uses `gpt-5.6-sol`.

## 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: Fry (Paperclip) <noreply@paperclip.ing>
2026-09-29 08:25:56 -05:00
DottaandPaperclip 7944ed3d97 fix(runner): preserve hire runtime safety and first-activity timing (#13852)
## Thinking Path

> - Paperclip is the open source control plane for companies of AI
agents.
> - Native runner agents need governed tools, durable runtime state, and
useful execution evidence.
> - A first activity trace waited 53.467 seconds even though tool
activity took 6.274 seconds; provider input arrived before the server
API call executed.
> - Native agents also need a safe way to hire teammates without asking
the model to rebuild runtime configuration.
> - This pull request separates the observed ACP input-stream window
from the actual server `tool.execute` span and adds a server-owned
native hire contract.
> - The benefit is clearer latency evidence and safer native teammates
with existing approval, auth, and company boundaries preserved.

## Linked Issues or Issue Description

Related Daytona provenance work is in
[#13814](https://github.com/paperclipai/paperclip/pull/13814). No
duplicate public PR was found for this combined timing and native-hire
change.

**What existing behavior does this improve?**

Native runner agents can use governed tools and request hires. The
server did not expose a safe native hire operation that reused the
caller's validated runtime settings. First-activity traces also mixed
provider input timing with server tool execution timing.

**Current behavior**

A native hire must construct a separate runner configuration. Full
configuration copying could expose paths, instructions, secrets, or
sessions. Timing evidence could make a provider or MCP identity join
appear proven when the trace did not contain that join.

**Proposed behavior**

The native `hire_agent` operation accepts identity and persona inputs.
The server sends `adapterType: "paperclip_runner"` with
`inheritRuntimeFrom: "caller"`, then copies only validated provider,
model, permission, lifecycle, and bounded execution settings. It
inherits and validates the default environment, derives the managed AI
binding through existing normalization, preserves approval and
permissions, and creates fresh child instructions. Caller secrets,
paths, prompts, and sessions are excluded.

Provider events now include the optional boolean `inputUpdated`, with
Rust forwarding support. Timing evidence separately records the ACP
input-stream window and the actual server `tool.execute` activity. It
does not claim a provider or MCP join without matching evidence.

**Reason and benefit**

Native agents can hire teammates that start with the caller's approved
execution policy. Operators retain company boundaries, auth rules,
approval gates, and requalification. Reviewers can distinguish provider
streaming time from server API execution time when diagnosing
first-activity delays.

**Breaking changes**

None for existing hires or tool calls. `inheritRuntimeFrom` is optional
and only applies to same-company native agent callers. Conflicting
explicit runtime settings are rejected. The provider event field is
optional for existing producers.

## What Changed

- Added the native `hire_agent` protocol action, catalog entry, API
contract, and runner authority checks.
- Added `inheritRuntimeFrom: "caller"` validation and a closed native
runtime inheritance allowlist.
- Preserved managed AI binding normalization, default-environment
validation, approval snapshots, permissions, requalification, and fresh
child instructions.
- Added provider `inputUpdated` schema support and Rust forwarding.
- Added first-activity and server tool timing evidence with conservative
identity-join handling.
- Added route, authority, provider-event, sidecar, API, catalog, and
Rust-focused tests.
- Kept private Honeycomb links, raw traces, and local result paths out
of this description.

## Verification

Focused checks passed:

- 458 timing/session checks.
- 61 native hire inheritance checks.
- 20 hire authority checks.
- 1,741 API checks.
- 106 catalog checks.
- 54 provider sidecar checks.
- 12 Rust provider checks.

Live R2 and R3 each passed 45 checks across 6 runs (361,135 ms for R2).
R1 stopped at missing Docker image setup. The final trace is available
at
https://ui.honeycomb.io/paperclip/environments/test/datasets/paperclip/result/BiMypLNvmiB?tab=traces.
Latest-head CI passed all required build, typecheck, Rust, static,
Vitest, serialized-server, workspace, chat, and E2E jobs. The focused
local checks listed above passed; the broad local suite was not run
before the live evaluation, while CI provides the full repository
verification.

## Risks

- Timing fields describe separate observed windows. They do not prove a
provider or MCP owner without a valid trace join.
- The inheritance allowlist must stay synchronized with native runner
configuration fields.
- Approval snapshots include resolved safe inherited settings and should
be reviewed when native configuration fields change.
- The focused local suite is narrower than the full repository suite;
latest-head CI covers the broader repository checks.

> Roadmap review: `ROADMAP.md` places this work within Paperclip's
bring-your-own-agent direction. It extends existing native runner hiring
and observability behavior.

## Model Used

OpenAI GPT-6 (exact serving model ID is not exposed), with extended
reasoning and repository tool use; GPT-5.6 Luna assisted with focused
implementation and verification work.

## 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>
2026-09-22 23:16:11 -05:00
DottaandPaperclip 5842185e4f fix: surface native cleanup quarantine and add chat qualification evals (#13775)
## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - Agent Chat needs reliable native execution before native runners
become the onboarding default.
> - Existing stories covered idle reassignment and controller restart,
but not an executing worker handoff or worker process loss.
> - Status answer tests also need to reject stale claims and invented
facts.
> - This pull request adds six opt-in full-stack cells with independent
state assertions and retained evidence.
> - The probes exposed a misleading Retry across server projection and
recovery-banner paths; the fix reports the blocked recovery honestly.
> - The tests preserve failures without changing recovery policy,
production prompts, or onboarding defaults.

## Linked Issues or Issue Description

Refs: #13762. Related: #13765 (Retry targets the latest failed attempt),
#13753 (task context ownership), #13746 (native recovery work).

## What Changed

- Add active reassignment with saved draft and plan preservation,
old-worker cancellation, and successor completion checks.
- Preserve recovery-needed projection when native cleanup fails before
its coordinator exists, refuse a generic retry that would immediately
fail again, and replace the recovery banner's misleading Retry with
Inspect run.
- Add verified local worker process loss with a required successful
continuation; retain a failing qualification result when recovery is
unavailable, while independently verifying the UI/API refuse doomed
retries.
- Add two-turn factual answer checks for current blockers, stale claims,
inactive backlog work, and unknown facts. Retain prose for separate
semantic review.
- Add positive and negative oracle calibration and document fault
isolation, cleanup, billing, and qualification limits.

## Verification

- Eval TypeScript check passes.
- All 442 eval support tests pass locally. The 89 focused server tests
and server typecheck pass. Six recovery-banner UI tests and token gates
pass.
- Initial new-cell campaign:
https://github.com/paperclipai/paperclip/actions/runs/35657128077. All
six results are retained; four failed on fixture-contract issues and two
exposed real worker cleanup quarantine.
- All 26 existing native onboarding cells:
https://github.com/paperclipai/paperclip/actions/runs/35656761484 (26/26
passed on master 846336e5a, all cleanup passed).
- Intermediate handoff/fault campaign:
https://github.com/paperclipai/paperclip/actions/runs/35657945095 (four
retained failures: two overly strict draft oracles, two real crash
quarantines).
- Final active handoff:
https://github.com/paperclipai/paperclip/actions/runs/35659014397 (2/2
passed on cf6d4ae3a; both cleanup passed).
- Clarified answer-quality fixtures:
https://github.com/paperclipai/paperclip/actions/runs/35658262695 (2/2
passed on 4a26f10be; both cleanup passed; all four answers semantically
reviewed).
- Quarantine guard regression campaign:
https://github.com/paperclipai/paperclip/actions/runs/35659580100 (both
API requests correctly refused with 409/no second run, but exposed a
separate misleading Retry in the recovery banner and a fixture wait on a
non-admitted run).
- Final quarantine guard verification:
https://github.com/paperclipai/paperclip/actions/runs/35661067305
(147e42f7e: both providers verify Inspect run/no Retry, HTTP 409, one
retained run, unchanged saved plan, and successful disposable cleanup.
Both evals intentionally remain red with
`worker_crash_recovery_unqualified`; no successful continuation exists).
The preceding campaign 35658772755 never ran provider cases because
GitHub artifact finalization returned HTTP 403.
- Full repository CI passes on 147e42f7e: typecheck, tests, build, and
browser gates. One unchanged local-service-supervisor readiness test
failed initially; its six-test file passed in isolation and the failed
shard passed on its single rerun. Latest-head rollup: 54 successful, 2
intentionally skipped, no failed or pending checks. Greptile is 5/5 with
zero unresolved findings.
- See tests/runner-e2e/QUALIFICATION-2026-09-21.md for retained attempts
and semantic review. Published reports:
[onboarding](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35656761484-1/),
[handoff](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35659014397-1/),
[grounded
answers](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35658262695-1/),
[crash guards and unqualified
recovery](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-35661067305-1/).

## Risks

- Paid cells are explicit-only and local-only. The fault fixture signals
only the exact native run PID after checking its identity.
- Live worker-loss probes currently fail on cleanup quarantine for both
providers. The eval must remain red until there is a usable recovery,
even when preservation and refusal checks pass. Verified cleanup with a
fresh attempt versus exact-session resume remains a product decision.
- Structured facts alone do not qualify prose quality; semantic review
remains separate.
- Onboarding uses the existing runtime switch after the real wizard and
before provider execution. Native UI selection and public defaults
remain unchanged.

## Model Used

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

## Checklist


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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 18:13:01 -05:00
DottaandPaperclip 36dbb7ed1c fix: harden agent chat runner tools and recovery (#13678)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent Chat turns discussion into plans, tasks, reviews, and hires.
> - These workflows need reliable tool results and task context on the
native runner.
> - Live Claude and Codex tests exposed lost retry requests, invalid
project inputs, and a child startup crash.
> - Recovery also exposed a misleading retry action and missing child
task context.
> - This pull request fixes those paths and adds regression coverage.
> - Agents can continue the original request and operators can inspect a
stopped run.

## Linked Issues or Issue Description

**What happened?**

A failed Agent Chat retry could lose the user's question. Project
creation accepted unsupported icons in its tool schema. Codex could stop
when a helper's MCP startup event arrived before its thread lineage. A
stopped task offered Retry even when the server required execution
reconciliation. Resumed agents could miss existing delegated tasks.
Hiring and review instructions did not describe the native runner's
available tools and source requirements.

**Expected behavior**

Retries retain the selected request. Tool schemas match the API. Child
startup information does not gain authority over the parent or stop it.
Recovery actions match the server's requirements. Task context exposes
existing child work. Handoffs contain the material the assignee needs.

**Steps to reproduce**

1. Enable experimental Agent Chat in an isolated development instance.
2. Configure native Codex and ACPX Claude agents on Paperclip Runner.
3. Ask for a plan, revise it, approve task creation, and request a hire
and status report.
4. Retry a failed chat turn and check that it answers the original
request.
5. Start a Codex helper before its thread lineage arrives.
6. Resume a delegated task and inspect its existing children and saved
output.

**Paperclip version or commit**

The live failures were found at `f2c5e54dc`. This branch is rebased onto
`86b7ee992`.

**Deployment mode**

Isolated local development instance with native Codex and ACPX Claude.
No database migration or default permission change.

Related work: Refs #13284 for Agent Chat. Refs #13438 for the
server-side API receipt fix, which this branch preserves. The transport
also accepts the earlier HTTP receipt format. Refs #13655 for the
current Codex continuation and helper lineage handling, which this
branch also preserves.

## What Changed

- Preserve failed Agent Chat wake-comment IDs and session generation
from the authorized source run. Reject pre-reset retries.
- Wrap API receipts with the correct semantic call identity. Test
current and earlier receipt formats through real HTTP and runnerd.
- Classify early child MCP startup notifications as information. Keep
foreign completion and result events rejected.
- Constrain project icons on both tool surfaces and regenerate the
protocol contracts.
- Include bounded, company-scoped visible direct child tasks in task
context. Filter hidden tasks before applying the limit.
- Replace the rejected Retry action with Inspect run for native
continuation reconciliation.
- Update hiring, review handoff, status reporting, and development
guidance.

## Verification

- Live tests covered Claude and Codex questions, plan revisions,
approval, task creation, hiring, status, chat reset, failures, and
recovery.
- The recovered task produced its saved checklist and example. A later
follow-up read the existing child tasks and document without creating
more work.
- Full build, repository type checks, token gates, 142 focused tests,
188 runner TypeScript tests, and the Rust notification/descendant
regressions passed after rebase. The separate local full-suite run was
stopped after the complete CI suite passed.
- Review fixes passed the updated route, tool-authority, and icon
regression tests plus server type checking.
- Required commands: `pnpm build`, `pnpm -r typecheck`,
`PAPERCLIP_IN_WORKTREE=false pnpm test:run`, and `pnpm
check:token-gates`.
- At `4ce8047b0`, all 55 applicable GitHub checks pass (two Storybook
checks are intentionally skipped), including the complete
general/serialized test matrix, runner tests, browser tests, build, type
checks, Docker checks, and canary dry run.
- Fresh Greptile review is 5/5 on `4ce8047b0`; all three findings were
fixed with regressions and there are no unresolved review threads.
- Two initial CI service-startup timeouts passed unchanged in local
reproductions and in the latest CI run.

## Risks

- The new event classification is limited to MCP startup information. It
does not authorize foreign task completion, results, or tool requests.
- Task context returns at most 100 direct child tasks and reports
truncation. It excludes hidden tasks and other companies. This improves
delegation context but does not enforce semantic duplicate detection.
- Native reconciliation still requires an operator to inspect and record
prior outcomes. The new link does not replace the recovery API.
- API tools remain opt-in. Claude permission choices remain explicit. No
default permission, schema, or workflow changes.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository editing, code
execution, API tools, and browser testing. The exact deployment
identifier and context-window size are not exposed in this session. Live
acceptance agents used OpenAI `gpt-5.6-sol` and Anthropic
`claude-sonnet-4-6`.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-09-19 09:11:04 -05:00
DottaandPaperclip 9335b7db10 fix(runner): validate inherited environments and replace stale sandbox binaries (#13677)
Resolve the effective environment for account adoption and adapter tests. Preserve saved-agent overrides when the request omits environmentId, and treat explicit null as inheritance from the instance.

Reject sandbox runners that lack unlimited-runtime and connection-lease-renewal capabilities. Stage the bundled runner before launch when the image binary is stale.

Add regression coverage for environment precedence, fail-closed validation, adapter switches, API-key reverification, and runner artifact fallback. Document the operational workaround for older controllers.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-19 08:51:18 -05:00
1ef3b08714 feat(ui): integrate agent personas across the app (#13171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stable agent persona is useful only when the same identity appears
across the app.
> - Lists, task messages, selectors, and activity feeds need inexpensive
static avatars.
> - Onboarding and agent headers need a larger character with
expressions and pointer tracking.
> - This pull request connects the persona foundation to those existing
views and preserves onboarding draft assignments.
> - Full-page stories and Linux checks make the placements and
performance contract reviewable.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need a stable visual identity in lists, tasks, onboarding, and
configuration. External tools also need an image URL for that identity.

**Proposed solution**

Assign each agent a permanent palette from a fixed ClipLab character
library. Store the assignment on the agent. Render and cache preset PNG
URLs on demand. Use static images in dense views and one animated
character in larger placements.

**Alternatives considered**

A generated image bundle requires a separate asset build. A live
renderer in every avatar adds unnecessary work in large lists. Arbitrary
uploaded images do not provide the requested shared character system.

**Roadmap alignment**

This improves agent identity across existing control-plane views. It
preserves agent permissions, company boundaries, and status labels.
ROADMAP.md has no separate ClipLab persona milestone.

Related approaches: #2422 adds configurable image URLs and DiceBear
generation; #5578 adds optional uploaded avatars. This work uses a
fixed, versioned character library and preset URLs.

## What Changed

- Replace agent icons with static persona images across lists, the
sidebar, org charts, tasks, comments, selectors, activity, and dashboard
views.
- Put one animated character in the agent header. Let it follow the
pointer across the page, with reduced-motion and touch fallbacks.
- Add larger padded characters to agent creation. Keep the palette
stable across draft refreshes and connection retries, then reveal it
after success.
- Pass appearance through shared projections rather than fetching each
agent separately.
- Add real full-page Storybook examples for the agent list, overview,
task, dashboard, new-agent dialog, and connection page.
- Add Linux screenshot, clipping, density, and 500-avatar performance
checks.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased
tree. Persona lifecycle tests pass.
- The rebased feature passes 38 Linux screenshot/performance checks,
including both display densities, corner pointer positions, and the
no-WebGL/no-live-download contract for 500 avatars.
- The final Linux persona suite passes all 38 visual, lifecycle,
density, and full-page checks using the standard Storybook configuration
and real on-demand avatar endpoint.
- Final local focused verification: 45 avatar/native-recovery tests
pass; UI identity/routine tests, typecheck/build, token gates, and
Storybook build pass.
- Current-head CI passes: full workspace/server tests, all serialized
server groups, typecheck/release checks, build, canary validation, and
end-to-end shards. The build passed after retrying a native-runner
concurrency-test failure; its three targeted cases also pass locally.
- Manual inspection covered stable identities in the app, header
placement, full-page mouse tracking, onboarding size, and task/dashboard
placements.


### Screenshots

Linux captures use synthetic Storybook fixtures. Full-page captures use
reduced motion. The live character, mouse tracking, and disposal are
checked separately.

<details>
<summary>Agent overview with the character in its header</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png"
width="900" alt="Agent overview with the character in its header" />

</details>
<details>
<summary>Task messages and assignee identity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png"
width="900" alt="Task messages and assignee identity" />

</details>
<details>
<summary>Larger onboarding character with room for expressions</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png"
width="900" alt="Larger onboarding character with room for expressions"
/>

</details>
<details>
<summary>Dashboard agent activity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png"
width="900" alt="Dashboard agent activity" />

</details>

## Risks

- This PR depends on #13170, the persona foundation. Merge the
foundation first, then retarget this PR to master.
- Many placements change from icons to character silhouettes. Human
avatars and authoritative agent status labels retain their existing
behavior.
- Only one character can render live per view. Reduced motion,
hidden/offscreen content, touch input, and renderer failures use the
defined fallbacks.
- The full-page stories use fixture data. They do not contact a real
company or complete real provider sign-in.

## Model Used

OpenAI Codex, GPT-6 family. The exact model identifier and context
window are not exposed in this session. Used code editing, shell
execution, browser inspection, and Linux visual testing.

## 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: Tonio <tonework@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 07:57:53 -05:00
Devin FoleyandPaperclip e18ed02a56 Validate heartbeat run IDs before database lookups (#13657)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators inspect heartbeat runs, logs, and provider traces through
the API.
> - These routes use UUID database keys.
> - A malformed path value such as `undefined` reaches the database and
causes a server error.
> - This pull request validates run IDs before those lookups.
> - Valid requests keep the existing company and permission checks.

## Linked Issues or Issue Description

Related: Refs #8135. That proposal guards actor run headers and activity
writes; this fix covers heartbeat run path parameters.

**What happened?**

A request such as `GET /api/heartbeat-runs/undefined` passes a non-UUID
value to a UUID lookup and returns a server error. Run logs and the
other heartbeat run endpoints have the same unchecked path input.

**Expected behavior**

Reject malformed run IDs with HTTP 400 before any run lookup. Preserve
valid run reads, company isolation, and the existing board and
instance-admin checks.

**Steps to reproduce**

1. Request a heartbeat run endpoint with `undefined`, `null`, another
malformed ID, or a UUID with surrounding whitespace.
2. Observe the database UUID error.
3. Run the route regressions before and after this change.

**Paperclip version or commit**

Confirmed on master at `6d0342868`.

**Deployment mode**

The defect affects API deployments backed by PostgreSQL. Regression
tests exercise the actual Express routes and authorization code with
stubbed services. The historical request does not identify the
originating client, so this change does not alter a guessed UI caller.

## What Changed

- Share strict run-ID validation across the 12 heartbeat run endpoints
in the agent router.
- Keep existing board and instance-admin gates ahead of validation. Keep
valid-run company and telemetry checks intact.
- Reject surrounding whitespace, which the shared UUID helper accepts
but PostgreSQL rejects.
- Encode the UUID constraint and document the 400 response in OpenAPI.
Test the generated parameter pattern on all 12 endpoints.
- Cover malformed IDs on every affected endpoint, uppercase UUIDs,
missing and cross-company runs, and permission precedence. Use
UUID-shaped run fixtures in existing route tests.

## Verification

- Before the fix: four malformed-ID regression cases fail; three
access-control cases pass.
- Focused agent route, permission, cross-company, and OpenAPI suites:
154 tests passed, including the final uppercase-UUID case.
- Direct server typecheck passed: `pnpm --filter @paperclipai/server
exec tsc --noEmit`.
- The full local test attempt is still running; the complete Linux test
suite passed in CI. Local results will be recorded when it finishes.
- Complete Linux CI passed on the exact head: 53 checks passed, two
non-applicable checks skipped. One untouched preview-service readiness
test failed initially; its three targeted cases passed locally and the
failed-jobs-only CI rerun passed. Greptile scored the final head 5/5
with no unresolved comments.
- Full local `pnpm -r typecheck` and `pnpm build` reach the native
runner step and stop because `cargo` is absent. The complete Linux CI
checks passed.

## Risks

Low risk: this changes malformed route inputs to HTTP 400. Valid UUID
requests keep their existing lookup and authorization paths. There is no
migration, dependency, provider operation, or configuration change. The
separate activity router and actor run headers are outside this change.

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell execution, and test
tools. The exact context window size 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 (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 focused tests locally and they pass; full-check limits
are recorded above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-18 21:36:09 -07:00
DottaandPaperclip 11921075a4 Add first-task onboarding skill and Runner E2E coverage (#13517)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The first task helps a new user define and approve useful work.
> - That workflow needs reusable instructions and tests against the
production experience.
> - Native Codex and Claude must load the assigned skill, including
after resume.
> - Maintainers need recorded conversations and precise failed checks to
judge regressions.
> - This pull request adds the first-task skill and a suite in the
shared Runner E2E harness.
> - It keeps behavior results separate from informational quality scores
and incomplete recordings.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The first onboarding task and the Runner E2E report used to review it.

**Current behavior**

Onboarding embeds its policy in a hidden brief. Native Codex drops the
skill-instructions setting at the Rust boundary. The shared E2E harness
has no onboarding suite or full conversation view.

**Proposed behavior**

Assign and invoke `/first-task` for the onboarding task. Send selected
Codex skills as structured protocol inputs. Run twelve scenarios across
legacy Codex, legacy Claude, native Codex, and native ACPX Claude.
Include all 48 cells in full campaigns. Show recorded chat, question and
approval cards, exact checks, instructions, and billing in the shared
dashboard.

**Reason and benefit**

Measure the real onboarding experience before changing prompts.
Distinguish infrastructure failures, behavior failures, and unexercised
journey steps.

**Breaking changes**

No database migration or production API change. First-task instructions
now live in an assigned skill. The user-edited persona is preserved; the
skill includes the maintainer-approved proposal-mode mapping and
saved-plan requirement.

Related: #11043 is earlier onboarding work. #13422 already fixes native
Claude model pinning, context delivery, and read permissions on master;
this branch includes those fixes through its base. The new Claude
recovery test supplements them.

## What Changed

- Extract and assign the first-task skill while retaining the production
greeting and opening question.
- Carry the Codex skill-instructions flag through thread start and
resume. Resolve explicit task skill references only against assigned
skills and send native skill inputs.
- Invoke an unambiguously selected assigned skill through Claude ACPX’s
native slash-command parser on initial and resumed turns, retaining the
entire task/wake envelope as its argument. Do not carry that invocation
into ordinary tasks.
- Restore the saved single-task proposal modes: confirmation card, or
saved plan with revision-targeted checkbox approval. Explicit plan
requests also require a saved plan.
- Add first-response and complete-journey cases with fixed user facts,
acceptance checkpoints, durable outcome checks, and accounting for child
runs.
- Fail the eval when choice questions have fewer than two real options.
Recognize planning documents without treating them as completed work.
- Add optional, bounded quality judging as explicit post-processing.
- Render full conversations and static interaction cards in the shared
report. Conversations start folded. Show original and regraded results
and incomplete journeys distinctly.
- Keep credential-persistence scanning outside the first-task behavioral
suite; retain public evidence redaction.
- Refresh generated capability references after the API-reference edits.
- Correct shared native question guidance and tool schemas: choices need
at least two meaningful options; open-ended questions use canonical text
fields with the required compatibility payload. Verify both formats
through real tool-authority persistence.
- Disable announcements automatically for every isolated Runner E2E
process and label the gallery environment/provider/target explicitly.
- Remove CI races in the GitHub connection browser test and native
session recovery test by waiting for the actual async work before
asserting its results.

## Verification

- `pnpm exec vitest run
server/src/services/onboarding-first-task-assets.test.ts
server/src/__tests__/issue-onboarding-first-task-routes.test.ts`: 19
passed.
- `pnpm --dir packages/paperclip-runner exec vitest run
src/drivers/acpx/runtime-host.test.ts
src/drivers/acpx/native-skill-prompt.test.ts
src/cli/acpx-runtime-sidecar.test.ts`: 70 passed. Native command
forwarding and the 1 MiB input boundary both failed before their fixes
and passed afterward. Coverage includes changed skills on reopen,
approval context, and an ordinary subsequent task.
- Runner E2E unit suite: 306 passed. Harness typecheck passed. The 64
first-task fixture and grader tests also pass.
- Full repository typecheck and build passed locally. Server typecheck
and Runner build passed again after the native-command change.
- Full GitHub Actions CI passed on `23e56447b`: all
server/workspace/browser shards, Runner verification, typecheck/release
registry, build, canary, policy, and Docker checks. Greptile reviewed
this exact head at 5/5 with no unresolved threads. The earlier broad
local run had database startup/timing failures that passed isolated
retries; the complete remote suite is green.
- Merge verification against current master: 312 harness tests and 13
native recovery tests passed. Regenerated semantic contracts and fixture
hashes pass their consistency check. Full local typecheck and build also
passed on the stacked queue branch. After merging the latest master and
preserving the GitHub setup timing regression in the split browser
suite, both focused GitHub browser tests passed. Three CI timing/startup
flakes passed local verification and one remote retry; all latest-head
checks are green.
- Real pinned Claude SDK and Claude ACP JSON-RPC probes against a local
mock API confirmed that `/skill-name` expands the assigned skill body
before the model request and retains the task arguments. A prose mention
does not. The probes made no paid model calls. The ACP probe used the
current first-task skill body and retained the wake arguments.
- [Full 48-case campaign and
report](https://pages.paperclip.ing/runner-e2e-first-task-35053063880/):
44 passed after three interrupted Codex cases completed in targeted
reruns. Original results, regrades, and all 51 executions remain in the
report provenance.
- [Claude campaign after the shared-question
fix](https://pages.paperclip.ing/runner-e2e-first-task-claude-35099525201/):
10/12 passed with zero single-option failures. All 12 recorded the
current assigned skill and corrected guidance. The failures exposed
skipped skill invocation and a missing saved plan. This PR adds native
command invocation and explicit saved-plan instructions; the subsequent
report below still shows behavior failures.
- [Fresh 12-case Claude
report](https://pages.paperclip.ing/runner-e2e-first-task-claude-35102737804/)
at `78452129e`: 10/12 pass after correcting two false proposal-matcher
failures. The recordings said “Here is the task I will create and
run/complete” in approval cards; the old matcher missed that word order.
Regression tests failed before the fix and pass after it. Original
results and offline regrade provenance remain linked. No agent rerun was
needed. Zero single-option-question failures; two behavior failures
remain: direct work before acceptance on a plain first message, and an
explicit plan request without a saved plan. Neither check was relaxed.
The follow-up `82087ac7e` fixes command-prefix size accounting;
`94aefb1f3` fixes only that proposal matcher.
- Report browser checks confirm folded conversations, rendered cards,
explicit Local/Daytona labels, and no page errors. The published-object
audit scanned 1,306 text files across 2,154 objects with no
credential-format findings or prohibited files. Image pixels and unknown
token formats are outside that scan.

## Risks

- Model behavior is nondeterministic. One campaign is evidence, not a
guarantee. The two remaining Claude behavior failures are visible in the
report and require further product work; this PR does not claim all
onboarding scenarios pass.
- The suite checks persisted Paperclip effects. It cannot prove the
absence of arbitrary external effects.
- Historical recordings can miss later journey steps. These remain
incomplete, never passes.
- Native profiles switch runtime after the production onboarding wizard
because it does not yet expose a native option.
- Quality scores are informational and cannot override behavioral
failures.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-09-16 14:24:32 -05:00
DottaandPaperclip f912ecaacf fix: carry AI connections through hiring and unblock task execution (#13438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents hire other agents and assign tasks to them.
> - Managed AI connections must follow those hires across legacy and
native runners.
> - Missing accounts should pause task execution and let the user
connect from the task.
> - Subscription contention must wait without asking for new
credentials.
> - This pull request fixes these paths and the native tool and Daytona
staging failures found during live tests.
> - The result is a working hire, subtask, and connection setup flow on
local and remote runners.

## Linked Issues or Issue Description

**What happened?**

A managed Claude or Codex agent could hire a teammate without a usable
AI binding. Cross-provider hiring could fail before the user had a
chance to connect the new provider. First-time task setup did not show
the existing AI credential form inline. A busy subscription could
request a new connection. Native API replies could stop the parent after
a hire had already committed. Fresh Daytona sandboxes could fail to
extract read-only skill directories created on macOS.

**Expected behavior**

Compatible hires inherit the managed connection choice. A hire for
another provider uses the responsible user's default. If that account is
missing, the hire succeeds and the task asks for a connection.
Completing setup in the task resumes work automatically. Explicit child
auth settings and existing unmanaged login paths keep precedence.
Shared-account access checks remain in force.

**Steps to reproduce**

1. Connect a Claude or Codex parent with a managed AI account.
2. Ask it to hire one agent of each provider and create a self-assigned
subtask.
3. Assign work to both hires without connecting the second provider
first.
4. Connect the missing provider from its task card.
5. Check that all tasks finish and same-provider work uses the original
account.
6. Repeat with native runners and fresh Daytona sandboxes. The opt-in
browser suite in `tests/hiring-ai-connections/README.md` performs these
steps.

**Paperclip version or commit**

The live failures were reproduced from `f2c5e54dc`. The branch is
rebased onto `5282cabde`.

**Deployment mode**

Isolated local development instance. Legacy CLI and native runners.
Local execution and ephemeral Daytona sandboxes.

Related work: Refs #13247 for managed AI connections. Refs #13268 for
legacy credential-reference inheritance, which this branch preserves.
Refs #13432 for a concurrent managed-inheritance fix. This PR also
covers cross-provider task setup, subscription waits, native API
replies, and Daytona extraction. It permits missing responsible-user
defaults at hire time; restricted shared selections still fail.

## What Changed

- Apply managed connection defaults to both agent creation routes.
Preserve explicit auth choices and legacy credential-reference
inheritance.
- Allow hires before their responsible user connects the provider. Keep
approval gates, company boundaries, and shared-account access checks.
- Reuse the production AI credential form inside the pending task card.
Resume the task after setup.
- Retry subscription lease contention without consuming the
provider-failure allowance or creating a connection request.
- Require task execution-lock ownership when scheduling, promoting, and
dispatching subscription retries. Recheck ownership under the issue row
lock.
- Rename the HTTP operation identity at the native tool boundary so it
cannot override the runner's operation identity.
- Delay directory permission restoration during Daytona extraction.
Preserve the final read-only modes.
- Add database-backed regressions, real browser acceptance tests, and
Storybook states. Document setup and run-log behavior.

## Verification

- Six real browser scenarios passed: both parent providers on legacy
local and legacy Daytona; native Codex locally; native Claude on
Daytona. Each scenario hires both providers, completes a self-subtask
and assigned work, and connects the missing provider inline with
automatic continuation.
- Successful runs verify the account, responsible user, runner mode, and
Daytona lease. All 18 test sandboxes were deleted.
- Live authentication used API keys. Subscription inheritance, lease
contention, and retry have integration coverage. Fresh subscription
OAuth sign-in was not automated.
- Red/green tests reproduced missing bindings, missing inline forms,
subscription contention, native API reply failure, and GNU tar
permission failure.
- Seven Storybook browser checks passed. They cover both providers,
method selection, narrow layout, completion, cancellation, and invalid
credentials.
- Full local suite coverage completed before rebase. Initial timing and
fixture startup failures passed unchanged on isolated reruns. The first
full command did not exit cleanly; the remaining workspace and
serialized groups were completed separately.
- After rebase, 107 hiring/auth/retry tests and 59 native API,
task-card, and Daytona tests passed. The full workspace typecheck,
production build, and token gates passed again. Storybook build passed
before rebase.

- Review fixes: 169 hiring/retry/dispatch tests, 37 adjacent tests, and
four explicit cancellation-race cases passed. Eight cross-provider cases
cover stale auth keys on both creation routes and both runner types.
Server typecheck and build passed.

- Final CI on `ee4890837a8a4913e07453392b9a75969580dae1`: 32 checks
passed. Two optional Storybook jobs were skipped. The full server,
workspace, browser, native runner, build, typecheck, and release checks
passed.
- Three unchanged tests initially failed on a busy port, a chat row-lock
race, and preview-server readiness. Each affected job passed after one
CI rerun. Isolated local checks also passed: 41 credential tests, the
chat-concurrency case, and 25 preview-runtime tests.
- Greptile reviewed the final commit at 5/5. Both review threads are
resolved. GitHub reports no merge conflicts.

## Risks

- A missing personal account now defers authentication to the first
task. Explicit incompatible bindings and restricted shared accounts
still fail at hire time.
- An inherited personal default uses the responsible user's existing
authorization to install access for the new agent. It never copies
credentials or another user's identity.
- Subscription contention retries after a delay and rechecks task
eligibility. It does not consume the provider-failure budget.
- Native hiring uses the existing managed API-tools opt-in. Remote
native runners require a matching Linux binary and provider pack, as
documented in the acceptance README.
- No schema changes. Live tests make paid provider calls and remain
opt-in.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) in Codex, with reasoning, repository
inspection, code execution, browser automation, and API tools. The
context-window size is 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>
2026-09-14 16:15:48 -05:00
02c7175e72 feat(agents): hired agents inherit provider credential references (#13268)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent adapters need provider credentials to start work
> - A hired agent can lack the credential reference that its hiring
agent already uses
> - The child agent then cannot authenticate, even when the company has
a valid credential
> - This pull request copies matching credential references from the
hiring agent to the hired agent
> - The benefit is that hired agents can start with the provider access
that the hiring agent already uses

## Linked Issues or Issue Description

This change relates to [PR
#9920](https://github.com/paperclipai/paperclip/pull/9920), which covers
credential inheritance for other agent creation paths. This pull request
covers hiring-specific inheritance and fixed Claude OAuth binding
checks.

### What existing behavior does this improve?

The agent hire route builds the child adapter configuration from the
hire request only.

### Current behavior

A hired agent does not receive matching provider credential references
from its hiring agent. The child agent cannot run when the request omits
the credential.

### Proposed behavior

The hire route inherits matching credential references from the hiring
agent. The request keeps priority. A Claude hire that supplies any
Claude credential inherits none.

### Reason and benefit

The child agent can use the provider access that the hiring agent
already uses. The change copies references only and never copies raw
token values.

### Breaking changes

None. The change affects only hires that need an inherited reference.

## What Changed

- Copy matching credential references from the hiring agent into the
hired agent adapter configuration.
- Preserve pinned versions, `required`, and `allowMissingOverride`
fields on each copied reference.
- Keep hire-request credentials ahead of inherited credentials.
- Reject inherited fixed Claude OAuth bindings unless the parent agent
passes company, adapter, and exact-binding checks inside the same
transaction.
- Add route and service tests for inheritance, precedence, and binding
validation.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
src/__tests__/agent-hire-auth-inheritance-routes.test.ts
src/__tests__/agents-claude-oauth-binding.test.ts` — 60 passed.
- `pnpm exec vitest run --project @paperclipai/server
src/__tests__/agent-hire-idempotency-routes.test.ts
src/__tests__/agents-service-secret-bindings.test.ts
src/__tests__/secrets-service-user-secret-owner-scoped.test.ts` — 28
passed.
- `tsc --noEmit` in `server/` — the error count matches the merge base,
with no error in either changed source file.
- `git diff --check` — clean.

## Risks

Low risk. The route copies references, not raw tokens. The request keeps
precedence. Company, adapter, and exact-binding checks protect the
inherited Claude OAuth path.

## Model Used

Codex, OpenAI GPT-5, with code execution and review support. The
implementation commit predates this pull request handoff.

## 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: nickyleach <331803+nickyleach@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 09:26:27 -07:00
Devin Foley 13368c5183 fix: unblock clean-machine onboarding for api_key AI connections (nightly smoke) (#13372)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The release pipeline gates each nightly on a Docker onboarding
smoke. The smoke proves a clean machine can finish onboarding and hire
the first agent.
> - #13247, #13248, #13344, and #13351 changed the Connect step. Connect
now creates an AI connection that the server verifies live with the
provider.
> - The managed adoption check also demanded a CLI hello probe. A clean
machine has no provider CLI and cannot complete a subscription login.
Onboarding dead-ends and the nightly gate fails.
> - This pull request lets a live-verified API key adopt on the engine's
own verdict, and re-verifies the key with the provider at adoption time.
> - It also drives the release smoke through the API-key path against a
provider mock that lives inside the test harness.
> - The benefit is a green, deterministic release gate with no paid
credential in CI, and a working first run for API-key users on clean
installs.

## Linked Issues or Issue Description

No public issue exists. The failure surfaced in the nightly release
gate. Related PRs (no duplicates found): #13247, #13248, #13344, #13351
(the Connect changes), and #12423, #12135, #12151 (earlier release-smoke
updates).

**What happened?**

The nightly Release cut failed its gate: [run
34749840498](https://github.com/paperclipai/paperclip/actions/runs/34749840498),
job `smoke_nightly / smoke`, on published canary `2026.913.0-canary.2`.
The wizard never left the "Connect a model" step. The subscription path
waits for a human to run `claude auth login` on the server. The API-key
path saves and live-validates the key, but the environment test then
fails with `Command not found in PATH: "claude"` and
`ai_connection_validation_incomplete`, and the wizard blocks the hire.

**Expected behavior**

A clean machine with a provider-accepted API key completes onboarding
and hires the lead agent. The release smoke passes without a real paid
credential in CI.

**Steps to reproduce**

1. Run `scripts/docker-onboard-smoke.sh` with
`PAPERCLIPAI_VERSION=2026.913.0-canary.2`.
2. Sign in, complete onboarding to "Connect a model", select "Use API
key instead", pick Claude, enter a valid API key, and press Connect.
3. The environment test fails on the missing `claude` CLI and blocks the
hire.

**Paperclip version or commit**

`2026.913.0-canary.2` (nightly candidate `c9e3bb7ca`).

## What Changed

- `server/src/routes/agents.ts`: `testManagedEnvironment` no longer
forces the CLI-lane hello probe for a resolved `api_key` binding. It
re-verifies the key against the provider's live endpoint instead (the
same `validateAiApiKey` check the save performed, which needs no CLI). A
key the provider rejects fails adoption with
`ai_connection_api_key_rejected`. Subscription adoption keeps the strict
hello-probe requirement.
- `scripts/docker-onboard-smoke.sh`: the harness now serves
`api.anthropic.com` itself. A sibling container (the already-built smoke
image) runs a small HTTPS mock. The app container gets `--add-host` for
that one hostname and trusts the mock's certificate through
`NODE_EXTRA_CA_CERTS`. The private key stays mode 600 in the mock
container; the app container mounts only the certificate. The mock
serves only `GET /v1/models` and returns 404 for every other path.
`SMOKE_PROVIDER_MOCK=false` disables it.
- `tests/release-smoke/docker-auth-onboarding.spec.ts`: the spec drives
the API-key path — switch the credential mode before the source tile
(the link hides when the row collapses), enter the key, and Connect.
Loopback targets use a placeholder key that the mock accepts. Any other
target must set `PAPERCLIP_RELEASE_SMOKE_ANTHROPIC_API_KEY`, and the
test fails on arrival without it.
- `server/src/__tests__/agent-test-environment-routes.test.ts`: three
new route tests cover accepted keys (no CLI probe consulted),
provider-rejected keys, and subscriptions that cannot complete a hello
probe.

## Verification

- `npx vitest run src/__tests__/agent-test-environment-routes.test.ts` —
26/26 pass.
- `npx vitest run src/__tests__/ai-connections.test.ts
src/__tests__/ai-legacy-compatibility.test.ts` — 42/42 pass.
- `tsc --noEmit` reports no errors in the touched files.
- Full local harness + suite run against the exact failing canary: the
app container reaches the mock (request visible in the mock log), the
placeholder key validates, and the connection saves as the default. The
flow then stops at the forced CLI hello probe — the exact server check
this PR removes, still present in the published canary. The next canary
that includes this fix is the end-to-end proof.
- Hardening check: from inside the app container, the mock answers with
status 200 and `key.pem` is not visible.

## Risks

- Behavior shift: `api_key` adoption no longer requires a CLI hello
probe. It re-verifies the key with the provider at adoption instead.
Subscription adoption is unchanged.
- The mock returns 404 for unexpected provider calls, so a future
onboarding change that calls a new endpoint fails the smoke loudly
instead of passing silently.
- Release-smoke runs against non-loopback targets now require an
explicit key and fail fast without one.
- No database migration. No dependency change. No provider routing
change.

## Model Used

Claude Fable 5 (`claude-fable-5`) through the Claude Code CLI, with
extended thinking and tool use (shell, file edits, Playwright runs,
GitHub CLI). No other models were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [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
2026-09-13 17:02:02 -07:00
DottaandPaperclip df984cbc2c fix: dispatch queued legacy messages with operator identity and task permissions (#13315)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations save messages that arrive during an active turn.
> - Legacy adapters deliver these messages in a later turn.
> - A run can stop before the saved queue is delivered.
> - The Interrupt button previously required an active run, so it could
not release this queue.
> - This pull request lets a board operator send the saved queue after
the run stops and retries queues missed during finalization.
> - Manual dispatch must use the clicking operator and must not require
permission to create agents.
> - The task can continue without a duplicate message or a second
execution owner.

## Linked Issues or Issue Description

**What happened?**

A legacy task retained a queued message after its run stopped. Interrupt
was disabled because the queue had no active target. Finalization and
deferred message admission can also leave a queue without a successor.

**Expected behavior**

Interrupt sends the saved messages when no runner is active. Messages
that arrive during normal completion are delivered automatically. An
uncertain previous execution still requires proof that its process or
sandbox stopped.

**Steps to reproduce**

1. Queue a user message during a legacy conversation turn.
2. Let the turn stop or simulate a server restart before queue
promotion.
3. Open the task with a deferred queue and no active run.
4. Try Interrupt. Before this change, the button is disabled.

**Paperclip version or commit**

Reproduced against `8f40b4ad4`.

**Deployment mode**

Legacy conversation adapter. The same persisted queue state is covered
with an isolated PostgreSQL fixture.

Related public work: #13275 adds active legacy interruption. #13291
addresses automatic sandbox conversation recovery. This change handles
explicit saved-queue delivery and late queue promotion.

## What Changed

- Accept a null Interrupt target while retaining queue identity,
revision, company, and assignee checks.
- Save the operator's request on the existing queue. Reuse normal
admission after verified stop, including older messages, different
authors, and queues whose original wake came from the system.
- Strip interruption authority from caller-supplied wake payloads. Only
the board queue route can persist that authority.
- Retry durable interruption requests after restart and deferred queues
after legacy cleanup.
- Let an explicit Interrupt retry cleanup for its stopped run, including
old ephemeral leases that recorded success without a provider stop
receipt. Preserve retained resources, other lease owners, and the
automatic retry limit.
- Preserve the server's waiting explanation when normalizing and
combining queue entries.
- Revalidate the consumed board queue receipt at dispatch so a different
message author does not cause setup failure.
- Use the Interrupt user's execution identity for the new run. Preserve
original message authors. Validate the receipt independently at startup
and inherit the resulting identity on retry.
- Persist authenticated board authority for ordinary manual wakes too.
Adopting someone else's queued messages cannot switch a manual run to
that author's permissions. Strip caller-supplied authority markers and
retain private conversation ownership checks.
- Keep the clicking user when a manual wake is merged into an older
deferred receipt. Update its requester and payload in the same
transaction.
- Use the same current-queue/revision API on task details and pipeline
conversations; show Interrupt after a legacy target stops.
- Keep manual wakes out of active runs, including unscoped agent wakes.
They receive their own execution identity; a matching receipt requester
is not sufficient because an exact retry can retain a different
originating identity.
- Authorize both existing-agent wake endpoints with `agent:wake`,
available to active non-viewer company members. Keep `agents:create` for
hiring. Validate the stored task and current assignee before an exact
task retry.
- Reject viewer Interrupt requests before saving intent or stopping
execution. Keep external chat retry authorization and per-action
agent/user permission checks.
- Preserve edits and discards until dispatch. Prevent another queue
promotion when the same agent already has a successor. Keep independent
reviewer recovery available.
- Suppress cancelled/failed run toasts for intentional operator
interruption. Keep ordinary runtime error notices.
- Add UI, route, admission, restart, successor ownership, and toast
regression tests. Document the behavior.
- Reuse the existing socket reservation helper for both
credential-quorum test cases after CI exposed an ambient-port collision.
This changes test preparation only; production credential staging is
still called exactly once.

## Verification

- Failing regression tests reproduced the message-author identity bug
and an operator's `agents:create` rejection before the fixes.
- All 316 focused tests pass across eight route, queue, identity,
authorization, continuation, and responsible-user suites, including the
44-test rerun of queue admission and actual startup after the final
manual-wake restriction. Regressions reproduce cross-user merging both
with and without a task, and same-requester receipt ambiguity. The
cross-company existence guard also passes both tests.
- Startup integration tests reach adapter execution under the clicking
operator and retain that identity through follow-up. Coverage includes
mixed authors, adopted queues, system-origin queues, restarts, forged or
stale receipts, viewers, suspended memberships, changed assignees,
private conversations, and caller-supplied authority markers.
- The earlier queue/cleanup/UI regression suite passed 402 tests. The
final review corrections pass another 180 tests across queue
admission/persistence, real heartbeat startup, UI API, conversation
rendering, and pipeline suites. Regression tests reproduced both review
findings before correction. The final head has a 5/5 review with no
unresolved threads. Full CI passes on `c2002979c`, including every
general and serialized server shard, all browser shards, Paperclip
Runner verification, typecheck, build, canary dry run, and the aggregate
gates.
- Full `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
the final application changes. CI identified an outdated task-page API
mock after the shared helper extraction; the fixture now exercises the
real helper, and all 131 task-page/API tests pass. The final application
build passes with the additional manual-wake restriction.
- CI exposed a pre-existing port collision in the Codex
credential-quorum fixture. It reproduced locally; both listener cases
now use the existing bounded reservation helper. All 41 credential tests
pass on rerun. One intervening local run hit a separate ambient bind
collision in the two-occupied-port case.
- The full local `pnpm test:run` attempt was stopped after host
contention caused focused-suite timeouts. The affected focused tests
passed on rerun. An expiring trace fixture and a missing
private-conversation state were corrected. The successful full CI run is
the complete-suite verification.
- Hosted Interrupt previously cleared the original queue and produced
exactly one successor with neutral interruption feedback. It exposed the
dispatch authorization defect. Retry on that earlier build was rejected
for missing `agents:create` before creating another run.
- Deployed the final application build (`38257f391`) to the scoped
hosted instance and verified readiness. The latest PR commit changes
only the credential test fixture; application code matches that
deployment. A live Retry by the same operator without `agents:create`
created one successor attributed to that operator, passing the former
dispatch permission gate. Startup then stopped at
`configuration_incomplete` because that operator has not configured
their required personal Claude Code OAuth secret; the post-deployment
run page confirms the operator identity and no provider work started,
and the My secrets UI still shows the token as not set. Provider
execution remains unverified pending that credential. No permission
grants or credentials were changed.

## Risks

Queue admission and finalization can race. The task lock, durable queue
receipt, current comment IDs, and successor guard prevent duplicate
dispatch. Process and lease stop checks, task pauses, approvals,
ownership, and budgets remain in force. The API change only allows null
on legacy Interrupt; native steering still requires an active run. No
schema migration is required. Active non-viewer board members can now
invoke existing agents without agent-creation permission. Agent
self-invocation rules, raw provider-trace admin access, task retry
scope, external chat authorization, and action-specific user/agent
permissions remain enforced.

## Model Used

OpenAI GPT-6 through Codex. The session does not expose an exact backend
model ID or context-window size. Used reasoning, repository search, code
execution, tests, and browser tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` 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>
2026-09-12 17:11:30 -05:00
DottaandPaperclip 47ded8bf97 feat: manage AI runtime credentials through Connections (#13247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need credentials for a specific provider and sign-in
method.
> - Connections already owns accounts, grants, and access permissions.
> - AI authentication should use those same boundaries.
> - This pull request adds the storage, API, adoption, and runtime
foundation.
> - Legacy agents keep their authentication until they explicitly adopt
a managed connection.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add AI-purpose/runtime-auth contracts and an additive, idempotent
migration.
- Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and
catalog entries.
- Store credentials on grants. Resolve responsible-user defaults or
explicit permitted grants.
- Isolate managed credentials and provider sessions across accounts.
Block missing credentials without ambient fallback.
- Keep imported legacy secrets unchanged during reconnect. Use
independent local Codex/Grok sign-in attempts for rotating credentials.
- Add authorization, migration, concurrent refresh, retry, cancellation,
and legacy-compatibility tests.

This is part 1 of a two-PR stack. The app UI follows in #13248. Merge
the foundation first.

## Verification

- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.

## Risks

- Managed credential failures intentionally block execution. They do not
restore legacy fallback.
- Preview-era copied Codex/Grok subscriptions require independent
reconnect.
- The integrated branch has live provider acceptance coverage. This
update verifies local Claude detection and Codex API-key task repair; it
does not add a new subscription authorization/refresh or Daytona stress
pass.
- Runtime-auth connections must stay excluded from tool and channel
handling.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-09-12 16:30:10 -05:00
DottaandPaperclip 7e6d512597 fix(onboarding): make chief-of-staff hiring reliable (#13317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The first agent helps the board define work and hire other agents.
> - That agent can have the general role while its instructions require
hiring skills.
> - Missing skills and blocked schema discovery make valid requests
fail.
> - Repeated confirmation and invalid waiting guidance can turn these
failures into extra runs.
> - This PR supplies the required skills, opens read-only schema
discovery, and corrects the guidance.
> - The agent can complete an authorized hire while company approval and
duplicate checks still apply.

## Linked Issues or Issue Description

Refs #13068 — the first-task onboarding flow that this change repairs.
Refs #12029 — related drift between the sandbox allowlist and bundled
hiring guidance. This PR adds schema access; it does not replace the
earlier hiring-route fix.

**What happened?**

A general-role onboarding chief received hiring instructions without the
core hiring skills. Sandbox requests to the documented OpenAPI endpoint
failed. The agent then guessed question and hire payloads. The persona
required new confirmation after validation errors and described waiting
states that agents cannot set.

**Expected behavior**

A direct request authorizes the requested hire. The chief asks only for
material missing details, uses valid API payloads, and completes the
task. Formal company approval gates still apply. A saved human-input
card gives the task a valid waiting state.

**Steps to reproduce**

1. Create an onboarding chief with role `general` through the board.
2. Ask it to hire a friendly robot with a supplied name and
responsibilities.
3. Check its assigned skills, schema requests, question cards, hire
requests, and final task state.

**Paperclip version or commit**

Reproduced on the first-task onboarding implementation after #13068. The
live local verification used this branch at `112f44610`.

**Deployment mode**

The original failure used a hosted sandbox with legacy Codex ACP. Live
verification used an isolated local instance and real `codex_local`
execution. Queue and HTTP/2 transport access is covered by automated
tests.

## What Changed

- Give board-created onboarding chiefs the existing core skills
regardless of role. Preserve explicit skill version pins, including
aliases. Keep ordinary general-agent defaults and authorization checks.
- Allow exactly `GET /api/openapi.json` through both sandbox bridge
transports.
- Publish validator-tested question, free-text, hire, and waiting
examples. Regenerate the runner API reference and capability inventory.
- Clarify direct authorization, material ambiguity, and correction of
confirmed pre-creation validation failures. Preserve uncertain-outcome
reconciliation, duplicate protection, and company approval gates.
- Align disposition instructions with agent permissions and the saved
human-input waiting path.

## Verification

- After rebasing onto current `master`: 69 targeted server tests, 110
queue/HTTP2 bridge tests, and 4 capability inventory tests passed. These
cover core skill defaults, version pins, actor restrictions, schema
access, published examples, hire validation, idempotency, and approval
gates. Waiting recovery tests and live question flows also passed before
the rebase.
- `pnpm -r typecheck` and `pnpm build` passed again after the rebase.
Frozen dependency installation and both generated capability checks
passed.
- Ran the full `pnpm test:run` suite. The initial run had 14 failed
server files due to local database resource limits, a missing built test
fixture, and socket failures. All 14 files passed after fixture repair
and isolated retries. UI, CLI, workspace packages, database tests, and
all 145 serialized server files passed.
- Real one-request hiring replay: one hire, one successful run, task
done in 2m16s. No repeated approval or recovery escalation.
- Real two-turn browser conversation: start with an unspecified hire,
then supply a name and friendly robot responsibilities. One
clarification card, one hire, two successful runs, task done in 3m27s of
execution. No failed writes, confirmation cards, or recovery actions.
- Assigned the hired robot a welcome-message task through the browser.
It produced a warm message under 100 words and finished in one
successful 66-second run, with no questions or recovery actions.
- The two-turn flow still asked an optional preferences question and
gave a technical final reply. These are remaining presentation limits.
- Greptile: 5/5 on `b71f83ba2`, with zero unresolved review threads.
Fixed its generator finding and passed 1,655 published-example/runtime
API tests plus server typecheck. All latest-head CI checks are green (32
passed; 2 unrelated Storybook checks skipped). The signoff-policy
browser test initially timed out while waiting for an approver run. Its
shard passed on one rerun without code changes. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34698211049).

## Risks

- Onboarding chiefs receive more default skills. Ordinary general agents
retain existing defaults, and explicit versions take precedence.
- Prompt guidance can affect model behavior. The live replays are
examples, not a guarantee that every model follows the guidance.
- Retry guidance applies only when validation confirms that nothing was
created. Uncertain outcomes still require checking existing agents.
- No database migration or new public endpoint. Existing company
boundaries, approval gates, and bounded recovery remain in force.

## Model Used

OpenAI Codex, model `gpt-6-astra`, with reasoning, tool use, code
editing, and live browser verification. The exact context-window size is
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>
2026-09-12 12:59:42 -05:00
DottaandPaperclip 9031516a7e fix: recover legacy Daytona startup failures from task and inbox (#13272)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Legacy conversation adapters can run in Daytona sandboxes.
> - A server restart during provisioning can occur before the invocation
event exists.
> - Recovery then lacks the old adapter identity and leaves a hold that
ordinary user retries cannot clear.
> - A remote launch can also fail when its host relay looks for Node in
the sandbox PATH.
> - This pull request records the adapter at claim time and restores
explicit user continuation after verified cleanup.
> - Users can recover from the task or inbox while the failed run and
uncertain action history remain intact.

## Linked Issues or Issue Description

Refs #13237, #13239, #13254. Those changes cover recorded conversation
runs, native user continuation, and explicit remote Stop. This change
covers legacy failure before `adapter.invoke` and exact task/inbox
Retry.

Refs #9771 for overlapping generated-command quoting. This change also
supplies the absolute host Node executable. Refs #13163 and #13264 for
the separate native restart and retained-workspace work.

**What happened?**
A legacy Daytona run interrupted during provisioning became
`process_lost` without an invocation event. Recovery preserved an
execution hold, and Retry or a new task reply could not resume it.
Cleanup could also run before the Daytona plugin was ready. On a macOS
host, a subsequent ACP relay launch failed with `env: node: No such file
or directory` because the remote launch environment did not contain the
host Node path.

**Expected behavior**
An interrupted conversation can continue after its previous execution
stops. Explicit Retry and new user replies should start a fresh turn
with the task history. Cleanup failures must remain visible and
recoverable. The host relay must use the host Node executable.

**Steps to reproduce**
1. Use a legacy Claude adapter with a Daytona environment.
2. Interrupt the server after it acquires the sandbox lease and before
it records `adapter.invoke`.
3. Restart and inspect the task hold.
4. Retry from the task or inbox, or send a new task reply.
5. Confirm the old sandbox has stopped and one new response arrives.

**Paperclip version or commit**
Reproduced from master at `3bafac12f796fbea02e609e1074a9639f872e9c4`.
The branch is rebased on `51b0e01ea`, including #13261 and #13270.

**Deployment mode**
Built from source on macOS with a real Daytona sandbox and the legacy
Claude ACP adapter.

## What Changed

- Count new browser specs with the scheduler's median duration in the
shard-balance check. This fixes a false policy failure after new specs
arrive from both branches. The balance threshold is unchanged.

- Persist server-owned adapter identity in the queued-to-running claim
before provisioning starts.
- Wait for provider plugin startup before restart cleanup. Keep failed
cleanup leases as active ownership blockers.
- Admit exact board retries and new user comments after verified
termination. Retain the old run, task history, approvals, and unknown
action outcomes.
- Adopt repeated Retry requests. Permit one scoped cleanup attempt per
explicit user Retry after the automatic limit, with an activity record.
A later user Retry can recover after a transient provider failure;
automatic attempts remain capped.
- Resume replies deferred during cleanup, including historical legacy
startup failures.
- Launch the host ACP relay through the absolute host Node executable.
- Add a task-level Retry button and return actionable blockers when
retry admission is refused.
- Add database regressions and three browser recovery journeys. Exclude
installed third-party dependency skills from the shipped-skill audit.

## Verification

- Current head: `d23c84181`, rebased on `51b0e01ea`. Conflict resolution
retains the saved-message recovery, local stop receipts, and wait
reasons from #13270 alongside exact legacy Retry support.
- Real Daytona: interrupted the server after lease acquisition and
before adapter invocation. Restart cleanup confirmed provider
termination. Task Retry cleared a seeded historical hold and a real
Claude agent returned `Recovery verified.` in the task. Removed the
disposable sandbox and environment after testing.
- All three browser recovery journeys passed again after the final
rebase. Task Retry, Inbox Retry, and a new reply each produced one fresh
successor, completed the task, preserved the failed run, and retained
the answer after reload.
- All 29 e2e/server shard-partition tests passed. The balance check now
uses the scheduler's median fallback for unmeasured specs, with the same
balance threshold.
- Server typecheck passed after rebuilding the generated runner
dependencies. The combined recovery/route run passed 136 of 137 tests.
Its remaining route test timed out during the first cold module import
at its explicit 10-second limit; an isolated rerun reproduced that
timeout and passed the other 51 route cases. The complete CI suite
passed on this head. The same route file passed all 52 cases in CI,
including the first cold import in 7.5 seconds.
- Before the final rebase, recursive typecheck, full build, UI token
gates, 132 targeted server tests, and the complete [CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/34650004085)
passed. The subsequent CI failure was the shard-balance accounting
mismatch fixed here.
- Greptile reviewed `d23c84181` at 5/5 with no outstanding actionable
findings. The complete [current CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/34653327949)
passed on attempt 2. All test, typecheck, build, and canary jobs passed
on the first attempt. Docker setup timed out fetching BuildKit from
Docker Hub; retrying that job and its dependent aggregate succeeded.

## Risks

- Recovery admission changes executable authority. Company, task, agent,
user, approvals, process ownership, and provider termination checks
remain required.
- Explicit continuation starts a fresh conversation with history. It
does not certify unknown external action outcomes or rerun
non-conversation adapters automatically.
- Changing task status alone does not clear an execution hold. The task
now offers an explicit Retry action.
- Historical adapter claims and invocation events take precedence over
current agent settings. Known process or webhook runs retain their hold.
Pre-upgrade rows with no adapter evidence may receive only a new
explicit user turn after termination proof; they do not become eligible
for automatic replay.
- No schema migration or sandbox-image change is required. This branch
has not been deployed to production.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-09-11 18:08:14 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment model ID and context-window
size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:56:38 -05:00
Nicky LeachandPaperclip ad4f0b5867 Fix Codex API key authentication in tests and runs (#13260)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent runtime settings can bind organization secrets to an adapter
environment
> - Paperclip redacts plain environment values when it returns a saved
agent to the UI
> - A saved-agent test sent the redacted `CODEX_HOME` value back to the
server
> - Codex ACP also received the API key without an ACP API-key
authentication request
> - This pull request restores saved environment values for tests and
selects API-key authentication for Codex ACP runs
> - The benefit is that Codex agents can test and run with an
organization-scoped OpenAI API key

## Linked Issues or Issue Description

**What happened?**

Testing a saved Codex agent sent `***REDACTED***` as `CODEX_HOME`.
Secret normalization rejected that placeholder. Remote Codex ACP runs
received `OPENAI_API_KEY`, but session creation stopped with
`Authentication required`.

**Expected behavior**

Paperclip must use the saved `CODEX_HOME` value when it tests an
existing agent. Codex ACP must select API-key authentication when
`OPENAI_API_KEY` is available.

**Steps to reproduce**

1. Create an organization-scoped secret named `OPENAI_API_KEY`.
2. Give a Codex agent access to the secret.
3. Save the agent runtime settings.
4. Test the saved agent again.
5. Run the agent in a remote sandbox through ACP.

**Paperclip version or commit**

Reproduced on master before commit
`68c17709d7c051a804a416263e2e08920f1dfcb1`.

**Deployment mode**

Self-hosted server with a remote sandbox environment.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Codex.

## What Changed

- Send the saved agent ID with adapter environment tests.
- Restore redacted plain environment values from the saved agent before
test-time secret resolution.
- Select the Codex ACP `api-key` authentication method when
`OPENAI_API_KEY` is present.
- Add focused regression coverage for saved-agent tests and remote ACP
launch configuration.

## Verification

- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/acpx-engine/execute.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/test-agent-setup.test.ts`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`
- `git diff --check`

## Risks

- Low risk. The test route reads saved configuration only when the
request supplies a compatible agent ID and the caller can update that
agent.
- The Codex ACP change applies only when `OPENAI_API_KEY` exists and no
explicit `DEFAULT_AUTH_REQUEST` exists.
- There are no schema migrations or telemetry 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 with `gpt-5`. The context-window size is not exposed in
this runtime. The model used reasoning, repository search, file editing,
command 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>
2026-09-11 13:58:29 -07:00
DottaandPaperclip a05b828bcd Reduce run polling and workspace inspection amplification (#13174)
## Thinking Path

> - Paperclip manages agent work and shows run progress to operators.
> - Run lists, live events, transcripts, and workspace details must
remain responsive as usage grows.
> - Run-list redaction rereads the full context for every run. Hidden
tabs can still trigger requests through live events and manual timers.
> - Workspace detail reads repeat Git inspection even when concurrent
callers request the same state.
> - This pull request batches registry reads, pauses hidden-tab
refreshes, and caches Git inspection for display.
> - Cleanup keeps fresh Git checks, and redaction keeps company and run
boundaries.

## Linked Issues

**What happened?**
Run-list responses perform one extra database read per run and parse
full context JSON to obtain small secret registries. Hidden tabs
continue transcript reads and event-triggered refetches. Workspace
detail requests repeat Git scans.

**Expected behavior**
A run list reads registries once. Hidden tabs stop recurring run reads
and reconcile when visible. Concurrent workspace detail reads share a
short-lived Git result.

**Steps to reproduce**
1. Open run lists and task transcripts in several tabs while agents run.
2. Hide some tabs and observe transcript and event-triggered requests.
3. Request a 200-run list and count redaction database queries.
4. Request the same workspace detail concurrently and count Git
inspections.

Related: #5255 adjusts polling cadence. This change addresses hidden-tab
lifecycle, batched registry reads, and workspace inspection reuse. No
duplicate with this scope was found.

## What Changed

- Batch heartbeat and live-run redaction into one company-scoped
registry query. Select only registry JSON for run and issue redaction.
- Resolve duplicate secret values once per request. Preserve each run's
registry and remove registry material from responses.
- Suspend company event sockets and transcript reads while hidden.
Refresh active queries and resume transcript offsets on return.
- Prevent queued event invalidations and developer health polling from
fetching in hidden tabs. Gate legacy run-log readers in both UI
variants.
- Exclude legacy plugin placeholder connections from remote health
probes. Select only due connection IDs in SQL before the sweep limit.
Preserve existing plugin records.
- Cache concurrent Git display inspections for five seconds, with at
most 256 entries. Leave close-readiness and cleanup checks uncached.
- Add regression coverage and document the performance behavior.
- Stabilize the existing Rust descendant-lineage fixture: allow a
bounded 30 seconds for 300 durable notifications under concurrent test
load, retaining every correctness assertion and adding timeout
diagnostics.

## Verification

- Regression coverage verifies one registry query for 200 runs, per-run
isolation, request-local secret resolution, decryption failures, Git
cache expiry/bounds, hidden-tab pause, and visibility recovery.
- Real PostgreSQL redaction/run-route suites passed all 57 tests;
workspace-service coverage passed. The health-sweep regression verifies
plugin placeholders and chat connections remain untouched and do not
consume the sweep limit.
- Both legacy transcript viewers retain history and resume their byte
offset after visibility changes. The related visibility/progress/chunk
suites passed all 29 tests. Other focused UI suites and token gates
passed.
- Full `pnpm -r typecheck` and `pnpm build` passed. Affected-package
typechecks/builds passed after review fixes. The concurrent Rust
provider suite passed 84 tests (two ignored), and Rust formatting
passed.
- Full local `pnpm test:run` stopped after the general-server group:
10,538 passed, 65 skipped, four failed. Fresh chat-delivery and
health-sweep reruns passed; building the debug runner fixture cleared
the native-event test. One unchanged native-session recovery assertion
still fails locally with a semantic-digest error instead of the expected
settled-session message. The full local command is therefore not green.
CI runs the later groups separately and skips the two native-session
tests requiring a prebuilt runner binary (confirmed in its 37-test
native-session suite).
- All CI gates pass on final head `ee610e737`: typechecking, general and
serialized tests, browser tests, runner verification, build, and canary
dry run. One server shard passed on its single retry after exposure
fixtures encountered port 42001 where they assumed 42000; that suite
also passed locally (25 passed, three platform-specific skips).
- Greptile reviewed the final head at 5/5 with no actionable findings.

## Risks

- Workspace delivery display can lag local Git changes by five seconds.
Destructive operations still inspect current state.
- Hidden tabs do not receive company live-event notifications until
visible. Active queries refresh on return.
- This change preserves legacy plugin records and does not repair
instance-specific workspace rows. There is no database migration.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted regressions;
full-suite limitation 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>
2026-09-11 08:34:24 -05:00