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133 Commits
Author SHA1 Message Date
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 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -05:00
DottaandPaperclip 4a8178e9cf fix(ui): stabilize composer model selection and refine effort slider (#15444)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task composers let users select an agent, a model, and an effort
level.
> - The model label changes width when users move the effort slider.
> - This movement makes the control harder to use.
> - This pull request keeps the label fixed while the picker is open.
> - A larger slider gives clearer feedback during selection.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The shared model and effort picker in task composers.

**Current behavior**
The trigger shows each effort change while the picker is open. Different
label lengths move the control. The slider is small.

**Proposed behavior**
The trigger shows “Select model” while any picker view is open. It shows
the selected model and effort after the picker closes. The slider has a
thicker track and a larger thumb with hover and press feedback.

**Reason and benefit**
Users can change effort without moving the trigger. The larger thumb
gives clearer pointer feedback.

## What Changed

- Keep the trigger text fixed while the picker is open.
- Add slider size and feedback tokens.
- Remove the gray input outline and thumb border. Show keyboard focus on
the thumb.
- Keep a thumb focus outline when Windows high contrast suppresses
shadows.
- Keep native keyboard and pointer controls. Respect reduced motion.
- Test open and closed labels on desktop and mobile.

## Verification

- Picker tests: 27 pass. Composer settings and new-task tests: 86 pass.
- UI typecheck and UI build passed before the final CSS-only
high-contrast fix.
- Token gates pass.
- Full typecheck and build stop at installed Runner API type mismatches
outside these files.
- Revised Chromium checks pass for desktop pointer drag, no input
outline during drag, stable open label, keyboard input, and mobile
rendering. The earlier rendered-image check confirmed reduced-motion
behavior.
- The earlier full local suite did not finish. The approved visual
revision passed 113 focused tests. The final high-contrast fix passed 27
picker tests and token gates.
- Chromium high-contrast and reduced-motion verification shows a visible
thumb focus marker and working keyboard input.
- Open the model picker. Change effort. Confirm “Select model” stays
visible. Close the picker. Confirm the selected model and effort appear.

- All CI gates pass on final head
`7a64104e14251a354b06b7916d09d44692557c4f`, including full typecheck,
tests, build, and browser E2E. Greptile: 5/5 with no findings.

## Risks

- Low risk: shared UI only. Native range controls stay in place.
- Browser thumb rendering can differ between engines.

## Model Used

- OpenAI GPT-6 Codex. Code editing, tool use, and test execution. The
runtime does not expose an exact model variant or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 21:52:19 +00:00
DottaandPaperclip 2c43b39167 refactor(ui): share task composer and project/worktree controls (#15091)
Use the shared composer for new tasks, including project and worktree selection, rich mentions and slash commands, and remembered task settings.

Save project preferences after successful task updates. Show known agent models by name and use Default for unknown runtime defaults.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:06:40 -05:00
DottaandPaperclip 7498705642 fix(ui): stabilize mobile task reading and document navigation (#15228)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People read tasks and send instructions from phones as well as
desktop browsers.
> - The mobile footer let page text show through its labels, and small
text fields made Safari zoom on focus.
> - Small scroll changes made the footer switch direction, and its
changing page padding moved the conversation.
> - Task pages also showed comments before question cards and run
history arrived, so the composer and reading position moved again.
> - Document links also used native navigation, which reset the reading
position or reloaded a task through its UUID URL. Desktop tabs were
crowded in the mobile drawer.
> - This pull request keeps navigation steady, opens documents in the
mounted task, and gives mobile readers a full-height panel with a
vertical tab selector.
> - The benefit is a stable task view and smoother scrolling on mobile.

## Linked Issues or Issue Description

**What happened?**

The mobile footer was translucent. Safari zoomed when a person focused a
small text field. The footer switched abruptly while scrolling. A large
task could show saved comments, then move the page again when a question
card or run history arrived. In a local test with delayed responses, a
late question moved the mobile composer by about 374 pixels. Opening a
plan from the feed could reset the view or reload the task through a
UUID link. The mobile document drawer left part of the feed exposed
above small desktop tab controls.

**Expected behavior**

The footer has an opaque surface and moves smoothly after deliberate
scrolling. Text fields do not cause automatic focus zoom. A task shows
its initial conversation and composer together at the final scroll
position. Background refreshes keep the existing conversation visible.
Document links open in the mounted task with its existing cache and
reading position. Mobile documents fill the viewport, show a clear close
button, and offer a vertical list of open tabs.

**Steps to reproduce**

1. Open a task with many long comments and a pending question in iOS
Safari.
2. Delay its interactions, activity, and runs responses by different
amounts.
3. Reload the page and watch the conversation and composer move as each
response arrives.
4. Scroll down and back up, including small direction changes and edge
bounce.
5. Focus the task composer, search field, and new-task title and
description.
6. Open a plan or another task document from the feed, including a link
that uses the task UUID. Close the panel and check the reading position.
7. Open several documents on a phone. Switch tabs and close both active
and inactive tabs.

**Paperclip version or commit**

Developed from `1c07b5903` and rebased onto `59015846a`.

**Deployment mode**

Built from source. Tested in an isolated local test drive with iOS 26.5
Simulator Safari and Chrome. A temporary local proxy delayed independent
responses for the layout test.

Related work found in the duplicate search:

- Refs #14727. It made saved replies appear before supporting history.
This PR keeps its parallel requests and narrows the tradeoff in favor of
a stable first layout.
- Refs #14667. This open PR takes a different approach with per-run
placeholders and retries. This PR fixes the observed question/composer
movement and mobile navigation behavior.
- Refs #13095 and #13597. These earlier fixes added task scroll anchors
and skipped transcript waits for scheduled retries.
- Refs #6550. Earlier mobile board polish.
- Refs #9467. This related open PR changes list and generic tab reflow.
The task-pane selector uses a separate component.

## What Changed

- Give the mobile footer an opaque semantic surface.
- Set a base-size floor for editable text on touch devices to prevent
Safari focus zoom. Preserve larger title text.
- Share mobile scroll tracking between both layouts. Accumulate scroll
distance, ignore edge bounce and changed document bounds, and update
once per frame.
- Use shared motion tokens for the footer and composer. Keep page
padding stable and honor reduced motion.
- Wait for the initial question cards, attachments, work products,
activity, runtime selection, plan, and relevant transcript history
before the first reveal. Skip scheduled retries and older runs outside
the initial comment window.
- Bound the first reveal to 15 seconds. A stalled supporting request
leaves saved conversation and the composer accessible with an explicit
loading notice.
- Keep concealed mobile history from stretching the document. Keep the
composer mounted but concealed until the same reveal. Keep both visible
during later refreshes.
- Route first and repeated same-task document clicks in place. Recognize
UUID and identifier links. Preserve the thread history entry and feed
position. Keep modifier clicks, downloads, external links, and classic
document behavior.
- Give the mobile task panel the full viewport and safe-area padding.
Use a visible X and 44-pixel touch controls. Replace the horizontal tab
strip with a vertical selector that wraps titles and supports keyboard
focus.
- Add four interactive Storybook states for a few tabs, long names, many
tabs, and the last tab. Reuse the production selector and tab
controller.
- Add navigation and tab regressions, update first-reveal regressions,
and document the behavior in `DESIGN.md`.

## Verification

- 392 tests passed across the seven focused task-loading, scroll,
mobile-navigation, layout, and composer suites. After review fixes, all
339 tests across the four affected suites passed, including
stalled-loading fallback on mobile and desktop and the motion-token
catalog.
- All 442 focused document, tab, task-thread, and scroll tests pass. The
final click-propagation cleanup also passes all 136 task-detail tests.
UI typecheck, UI production build, and `pnpm check:token-gates` passed.
- All four cases in `artifact-tab-arrival.spec.ts` and
`text-attachment-tabs.spec.ts` pass locally, covering desktop and mobile
selection, composer focus, document rendering, and downloads of the
original bytes.
- `pnpm --filter @paperclipai/ui build-storybook` passed. Open the
mobile tab stories under `Prototypes/Task detail/Mobile tabs`.
- A local diagnostic proxy measured cached plan content at about 250 ms
after the first click. The HTML load count and task request count did
not change. Feed scroll stayed at the same position. First, repeated,
and UUID document links were tested at phone and desktop widths.
Task-reference links close their preview before the document reader
opens.
- In Chrome at desktop and phone widths, the delayed-response task
showed one complete reveal. The late question no longer moved an already
visible composer.
- In iOS Simulator Safari, verified the large-task reload, opaque
footer, navigation hide/reveal, and search/new-task/composer focus
without automatic zoom.
- Full workspace typecheck and build passed. The updated UI also passes
typecheck, production build, and token gates.
- All 54 checks pass on the final commit
`bf5c9914e61833e7cc8794a69d72cf8c7057b952` (two additional checks are
intentionally skipped). Greptile reviewed that commit at 5/5, and all
review threads are resolved.
- Full local `pnpm test:run` was attempted but stopped after
server-fixture failures. Embedded PostgreSQL startup failure reproduced
in an isolated native-interaction fixture after five startup attempts.
The broad run also reported a rapid Slack callback ordering test
failure. These server paths are unchanged by this PR, and their CI
shards pass on the latest head. The full local suite is not claimed as
passing.
- A localhost proxy stalled the activity response for 30 seconds. Chrome
revealed the available conversation after the 15-second deadline at both
desktop and phone widths, kept the composer accessible, and cleared the
loading notice when the response arrived.

## Risks

Slow initial history requests can delay the first conversation reveal by
up to 15 seconds. If that deadline expires, late data can change the
available conversation while a loading notice remains visible. The
reveal waits only for runs in the initial comment window, and later
refreshes do not conceal an existing conversation. The larger editable
text can change line wrapping on phones. Mobile navigation and composer
motion use shared tokens and respect reduced-motion settings. Mobile tab
selection changes the control layout. Document links retain URL history
while sharing the task reading position; other tasks and external links
keep their normal navigation behavior.

I checked `ROADMAP.md`. This is a fix for existing UI behavior.

## Model Used

OpenAI GPT-6 in Codex. The runtime does not expose a more specific model
ID or context-window size. The agent used reasoning, code editing,
terminal tools, and Chrome and iOS Simulator 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>
2026-10-05 12:33:34 -05:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external services.
> - AgentMail needs both a saved key and an inbox assigned to the agent.
> - Chat requests offered a setup link instead of an inline card and
could treat a saved key as complete.
> - Inbox setup also hid address conflicts behind a generic server error
and a separate review step.
> - This pull request makes AgentMail a default connection, adds the
inline card, reduces setup to two steps, and shows conflicts beside the
address.
> - Shared native dropdown styles also give every caret a consistent
inset.

## Linked Issues or Issue Description

**What happened?**

AgentMail requests in chat did not show a usable inline connection card.
Manual setup required extra screens, ignored saved account keys, and
could trap new-address setup in a locked inbox dropdown. Agent selectors
omitted the avatar from the selected value. A taken address could
produce an HTTP 403 from AgentMail and appear as an internal server
error. Native dropdown arrows also touched the right edge of their
fields.

**Expected behavior**

Make AgentMail available as a default connection. Ask for the API key
inline, with a direct link to its provider page. Default human access to
the company and agent access to the requesting agent. Resume the agent
only after an assigned inbox is active. Manual setup should ask for an
agent and email address, then finish. Address checks should run as the
user types. Taken addresses should show clickable alternatives. A domain
dropdown beside the name should prefer a verified custom domain. Setup
should suggest authorized saved AgentMail keys and show agent avatars in
the picker and selected value.

**Steps to reproduce**

1. Ask an agent to connect AgentMail when it has no assigned inbox.
2. Check that an inline API-key card appears and links to the provider's
API-key page.
3. Open AgentMail setup, choose an agent, and request an address that is
already taken.
4. Correct the inline error, refresh, and finish setup with the same
request ID.
5. Inspect native dropdown carets in light, dark, disabled, and
right-to-left states.

Uses the bounded provider-error parser merged in #14768. Related work:
#13256 introduced AgentMail; #14725 expanded connection search.

## What Changed

- Stop recurring email queries for tasks that have no email thread.
Share the query between the thread provider and activity view. Keep
email-task updates and invalidation-based discovery.
- Make AgentMail available without the experimental chat setting. Keep
the catalog, setup and management routes, agent Channels tab, task email
feed, receiving worker, and agent tools available by default. Other
experimental chat providers stay gated.

- Make the email address and copy icon a single clickable action with
the shared Copied! confirmation. Add View inbox linking directly to the
matching AgentMail console inbox, with the address encoded as one URL
path segment.

- Reorganize inbox Settings around the copyable email address, usage
instructions, and receiving status. Move reconnect credentials into a
disclosure and separate the Disconnect action. Add production Settings
stories for active, paused, unassigned-address, revoked, webhook,
long-address, mobile, and reconnect states. Show repair controls when
the inbox has an error. Keep usage instructions tied to an active inbox
with an address.

- Add AgentMail channel intents and an inline key field with the direct
API-key URL.
- Keep setup and retry state tied to the interaction. Require an active
inbox for completion. Preserve company and agent access checks.
- Reduce manual setup to agent selection and email selection. Put the
domain dropdown beside the address and default to a verified custom
domain. Preserve explicit choices across reloads. Keep receiving
settings under Advanced options.
- Check the initial address and edits after a 350 ms pause. Abort
superseded requests and ignore stale responses. Show clickable
suggestions and retain known creation conflicts across reloads.
- Add a company-scoped, manager-only address check using the saved
credential. Search the visible inbox list instead of fetching an
uncreated inbox: live AgentMail retains negative lookups that can break
subsequent access-key creation. Unlisted addresses remain unknown;
creation is authoritative.
- Suggest labeled saved AgentMail keys in both manual setup and the
inline card. Filter by company, provider, active credential, and
current-user grants on the server. Prefer an account key and preserve
the selected key or an explicit new-key choice across refresh. Use
verified scope metadata and bounded concurrent checks for legacy keys.
Never return secret values.
- Catch an inbox-only key before the email step. Allow its existing
inbox only after an explicit choice. Recover old locked drafts at the
key picker. Save the replacement key before retiring an empty draft,
then use a new setup URL so refresh preserves the switched account; stop
if cleanup fails. Preserve already allocated addresses and their
original accounts.
- Use the shared AgentSelect in email setup. Show the canonical agent
avatar in each option and the selected value, including other consumers
of the shared component. Add regression coverage for legacy and current
Lucide agent-mention icon formats.
- Start each catalog Add connection with a fresh setup identity. Honor
Finish setup's exact draft/account/address instead of resuming an
unrelated browser draft. Return Cancel and Done to Connectors and Email
settings to the inbox. Group the task/thread explanation in a How it
Works card.
- Route AgentMail catalog removal through the email inbox control API,
including unfinished drafts. Refresh both the catalog and inbox views.
- Render each inbox management tab separately. Access uses the saved
account grants and agent controls; Conversations and Activity use the
shared persisted email feed. Activity lifecycle actions use the email
API. Reconnect returns to inbox Settings. Conversation failures show a
retry instead of a false empty state. Email delivery recovery stays in
the task.
- Map documented provider address conflicts to a field error. Preserve
actionable messages for other failures.
- Preserve non-secret draft fields across refresh, scoped to the
requested agent. Never save API keys in browser storage. Resume partial
inbox creation with the original agent, address, and request ID.
- Show an already-created address with explicit retry and new-address
recovery instead of locked inputs. Preserve the original inbox and
resumable draft when choosing another address. Distinguish runtime-key
404 errors and log safe provider status/operation/code.
- Apply final agent access once within email setup authorization for a
new account whose original installs are unchanged. Preserve later
permission edits and reused account installs. Support in-place retry of
progress loading.
- Let a failed inline setup change keys after retiring an empty draft.
Persist its replacement setup identity without storing secrets. Recover
a server-saved account when refresh interrupts the save response, while
preserving intentional account changes.
- Render the production setup in Storybook and add error, recovery, and
mobile states.
- Inset native select carets in shared CSS. Preserve custom icons,
listboxes, keyboard behavior, and forced-color controls.
- Add browser regression coverage and an AgentMail Product E2E case with
persisted-state and rendered-card evidence.

## Verification

- Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and
`git diff --check` passed after the default-availability change.
- All 485 focused tests passed. These cover setup, management, catalog
and route gates, connection intents, email authorization, Cursor
execution, and the OpenAPI contract. All 39 email integration tests run
with the experimental chat setting off.
- The shared polling change passed four behavioral tests, UI typecheck
and build, and token gates.
- `tests/e2e/agentmail.spec.ts` passed with the actual server setting
off. This full-stack browser test uses simulated provider responses. It
covers catalog entry, saved keys, editable address and domain controls,
creation, conflicts, retry, all management tabs, clipboard feedback, the
provider link, and task email rendering.
- In the live local browser, Add connection reached the editable email
step with the saved account key. The verified custom domain was selected
by default. Both domain choices worked. The existing inbox Settings page
remained available. Both active inboxes completed new mail checks with
the setting off. No new provider inbox or email message was created for
this pass.
- Earlier live provider acceptance covered creation on a verified custom
domain, Finish connecting on the reported draft, successful mail checks
after refresh, and catalog removal of disposable draft and active
connections. Clicking the email address copied the exact address and
showed Copied!. View inbox opened the same inbox in AgentMail’s console.
No email messages were sent.
- Production setup and Settings Storybook builds and interactions
passed. Settings states include active, paused, unassigned, revoked,
webhook, long-address, mobile, and reconnect. Receiving and
revoked-access stories had zero accessibility violations.
- Full local `pnpm test:run` on an earlier revision completed with
14,709 passing, 87 skipped, and four transient failures. All four failed
cases passed in focused reruns without product changes. That serial full
local command was not repeated after each follow-up. The latest-head
full CI suite is the final test gate.
- CI found an obsolete browser assertion that hid every channel when the
flag was off. Updated it to keep AgentMail and the Channels surface
visible while preserving the GitHub chat route gates. All 11 provider
browser tests passed locally after scoping the Channels selector to the
agent sidebar. Two initial local attempts stopped at temporary Postgres
initialization. The passing run used a separate disposable database on
the existing local Postgres server; it was removed after the test.
- Updated the remaining sidebar and aggregator discovery assertions for
default AgentMail availability. Ordinary task fixtures now return no
email thread. All 128 sidebar/task-page tests and all 42 aggregator
tests passed locally.
- Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI
passed, with 54 successful checks including Snyk and two intentional
Storybook skips. The CI run is
https://github.com/paperclipai/paperclip/actions/runs/37020833647. A
fresh Greptile review scored 5/5 with no unresolved threads. Live model
evaluations and inbound/outbound email delivery were not run.

## Risks

- AgentMail no longer needs experimental opt-in. Setup still requires a
human to connect an account and assign an inbox. Inline setup creates an
inbox after a human submits a new or saved key. Company access, agent
access, inbox assignment, and completion checks remain enforced.
- AgentMail read APIs cannot prove global address availability. The
visible-list check is bounded to 100 entries and cannot see inboxes
outside the key’s scope. The UI reports this limitation, suggests
alternatives without claiming they are free, and keeps final creation
conflicts inline. Lookup outages show an error without preventing the
authoritative creation attempt.
- Native select CSS affects the whole app. Custom-icon selects and
multi-row lists are excluded. Forced-color mode keeps the browser caret.
- Saved-key discovery uses stored verified scope metadata and checks
authorized legacy credentials concurrently within a shared three-second
deadline. Provider outages mark legacy choices unavailable; users can
still enter another key. Final use rechecks authorization and provider
access.
- No database migration or transport default change. Live connection
remains the default.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
exact served model ID 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 (focused suites; 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 (latest head
`b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
DottaandPaperclip 527e146980 feat(ui): share animated agent setup prompts (#14862)
Use the shared animated prompt-copy control across setup, invitations, webhooks, and task handoffs. Preserve first-click copying, clipboard recovery, and logo continuity. Add Storybook coverage and restore mention icon masks for the current Lucide data shape.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-01 11:46:14 -05:00
DottaandPaperclip d432dc7fa3 Add GitHub-synced skill sources (#14713)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Company skills supply instructions and files to those agents.
> - GitHub imports already exist, but users cannot manage repositories
as skill sources.
> - Repository refresh also needs caller-authorized access and complete
local packages.
> - This pull request adds Sources inside Skills and reuses GitHub
connections from Apps.
> - Installed snapshots let agents use skills without fetching GitHub
during a run.
> - Manual refresh preserves skill identity and leaves failed imports on
their last good version.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: skills UI, server, database, shared contracts, and
runtime materialization.

**Problem or motivation**

Users keep skills in GitHub repositories. They need a clear way to
select, import, and refresh those skills. Existing imports do not expose
repository management or consistently preserve supporting files.

**Proposed solution**

Add company-scoped skill sources. Browse repositories from all
accessible GitHub connections, or paste a public repository or branch
URL. Select whole skill packages, inspect included files and reference
warnings, and install complete, immutable snapshots. Refresh each source
manually.

**Alternatives considered**

Project repository settings hide the workflow from Skills. A second
GitHub connector would duplicate credentials and grants. Upstream
editing and PR creation are separate work.

**Roadmap alignment**

This implements the Skills Manager direction in ROADMAP.md. The
maintainer requested this scope and reviewed the component and full-app
journey stories before implementation.

Related reports: Refs #10285, Refs #10949, Refs #13464. Related work:
#14356, #13656, #9268.

## What Changed

- Add source and entry records, an idempotent migration, company-scoped
APIs, and legacy GitHub import adoption.
- Reuse current caller grants and credential refresh. Combine and
deduplicate repository inventories across accessible connections. Pasted
public URLs also prefer the active user’s authorized connections. Tokens
stay in the Git child environment, never argv or disk.
- Fetch a shallow Git snapshot at one immutable commit. Scan the full
local tree, including hidden and nested folders. Read Git objects
without checkout or archive transformations and enforce nested package
boundaries.
- Bound Git downloads to 128 MiB and three minutes. Cancel active
process groups and remove incomplete downloads. Preserve cancellation
and deadlines while progress drains; close stalled HTTP progress streams
after 30 seconds. Reuse caller-scoped temporary snapshots for
preview/import after reauthorization.
- Index repository package boundaries once and cap expanded work at
1,000 packages, 10,000 files, and 100 MiB, including repeated copies of
shared blobs. Bound path depth and the shared path index. Discovery
keeps audited manifests without retaining all package bodies.
- Resolve moving branches before fetching so unchanged discovery reuses
caller-scoped snapshots. Limit active scans, scan frequency, and new
downloads per caller and company; quotas apply before metadata reads and
across connections, and cached scans do not consume the download quota.
- Store complete versions with script content, binary bytes, and
executable modes. Preserve these through copies, runtime caches, and
runner packaging.
- Stage downloads before publication. Use source leases, revision
checks, and transactional activity records. Keep installed versions
after failures, upstream deletion, deselection, and disconnect.
- Add the approved import flow, Sources page, selection tree,
provenance, read-only Studio behavior, and saved return from GitHub
setup.
- Add package manifests, commit-pinned file previews, and separate
runtime requirements and reference warnings. Supporting files are
included together; nested skills remain independently selectable.
Preview requests reauthorize the caller and re-audit package content.
- Show installed skills as compact links beneath each source. Repository
titles open GitHub. Keep Refresh, Select skills, and Disconnect source
in a three-dot menu. Source rows omit the branch, imported count, and
refresh timestamp; action alignment and repository titles work at narrow
widths.
- Stream discovery metadata over an opt-in NDJSON response. Show
measured Git download progress and real package/file counts, animate
newly checked skills, support cancellation, and require a complete scan
before selection. Keep the existing JSON API.
- Retain component stories and add a separate full-app journey story
group. Include fixed progress states and interactive scan,
large-repository, interruption, and saving stories.
- Update Skills documentation and product contracts. Suppress private
GitHub skill references in telemetry. Privacy review requested for the
telemetry changes.

## Verification

- Local repository typecheck, full build, token gates, and Storybook
build passed during this work. Focused transport, authorization,
scanner, persistence, route, and UI tests pass. The final UI refinement
passes all eight focused UI tests, UI typecheck/build, and token gates.
The scanner resource and repeated-discovery fixes pass 132 focused
scanner, transport, authorization, source-service, route, and rate-limit
tests, plus server typecheck/build. Full-suite verification comes from
CI; the older full local Vitest run was stopped after unrelated chat
failures and a font-test failure, all of which passed in fresh focused
runs. At commit `1098d5996`, all 54 active checks pass; two optional
Storybook jobs are skipped. CI covers repository typecheck, build, the
full test suites, browser shards, and the canary dry run. Greptile is
5/5 with no open findings; the security scan also passes.
- Adversarial scanner tests verify repeated-blob byte accounting with
and without declared sizes, package/file/path caps, one-time repository
indexing, metadata-only discovery audits, and nested package boundaries.
Additional tests cover branch movement, snapshot reuse, caller/company
quotas, isolation across connections, active-lease cleanup, quota
recovery, and rejection before any metadata API call.
- Real Git tests verify hidden paths, exact binary bytes, executable
modes, export-ignore preservation, symlink/submodule reporting, pinned
commits, caller-scoped cache reuse, cancellation, cleanup, and
credential isolation. Regression tests hold both download slots with
permanently blocked progress callbacks, verify timeout/cancellation
cleanup and retry, and exercise HTTP backpressure cancellation. Access
tests cover automatic public-URL connection selection and revoked
grants. Database tests verify company and grant audiences.
- Live isolated browser test: the public `anthropics/skills` scan now
completes and discovers all 20 skills without connecting an account.
Imported canvas-design with all 83 files, opened it from Sources, and
verified the installed binary-font preview/download control. Package
previews also expose the complete file inventory before import.
Cancelled an active Git download and retried successfully to all 20
discovered skills; the browser displayed measured download progress. The
current audits reject four other packages; eligible selections remain
importable.
- Browser checks verify the simplified source rows at desktop and narrow
widths, keyboard navigation into the actions menu, Refresh from the
menu, selection, and fixture disconnect with installed skills retained.
Storybook includes a menu-open checkpoint and a 320px layout.
- Storybook includes receiving/preparing download checkpoints and a
timed full-app import journey, plus cancellation, retry,
large-repository, and saving states. Streaming tests cover split UTF-8
frames, incomplete streams, late responses, cross-company requests, HTTP
errors, and JSON compatibility.
- Earlier live acceptance on this PR imported `stitch-skill` with
`DESIGN.md`, assigned it to an agent, disconnected its source, and ran a
successful Studio test that read both installed files. An editable copy
changed independently. Both Skills variants, mobile selection, and
return from GitHub setup were exercised.
- Private access, revoked credentials, OAuth success return,
binary/script preservation, concurrent refresh, transaction rollback,
version pins, and legacy adoption have automated coverage. A real
private-repository OAuth grant was not created during this test.

## Risks

- The migration groups recognizable legacy imports without provider
calls. Their first successful refresh completes the local package
snapshot.
- Reference checks are advisory. They cover Markdown links and explicit
relative resource paths, not arbitrary runtime dependency graphs.
Preview text is capped at 64 KiB; imported bytes remain complete.
- Git must be installed on the server. Shallow fetches still download
the branch snapshot, including files outside selected packages.
Downloads have size/time/concurrency limits. Temporary caches are
bounded and caller-scoped. GitHub API quota still applies to repository
metadata and the connection picker; content no longer uses per-file API
requests. Failed scans retain installed content.
- Sources depend on the current caller's GitHub access. A saved
connection does not grant access to another person's token.
- GitHub script support and immediate manual refresh are explicit
maintainer-approved requirements. The operator trusts the selected
repository and accepts upstream script and executable-mode changes on
refresh. Static audits are not a sandbox or a guarantee of safe code;
agents may later invoke installed helpers under their runtime
permissions. Import and refresh do not execute scripts, hooks, package
installation, or builds. Raw URL and skills.sh imports keep their prior
script restrictions.
- Source originals remain read-only. Refresh affects subsequent unpinned
runs; explicit pins and active runs retain their versions.
- The telemetry change removes source-managed GitHub identifiers from
skill-reference events. It introduces no event or field. Please review
the privacy boundary.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and
browser tools. The exact serving model ID 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>
2026-09-30 13:32:58 -05:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps gateway gives agents governed access to external tools.
> - Browser Use Cloud can run browser work, but a tool result alone does
not let a person watch or take over.
> - A task needs a durable browser session, a visible viewer, and
recorded costs.
> - This pull request adds a Browser Use Cloud v4 connection and
interactive browser tabs on tasks.
> - People can follow the work, interact with the page, and retain the
browser after the agent finishes.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need governed access to Browser Use Cloud. People need to see and
interact with the same browser from the task. A browser must remain
available after a run finishes and appear at the correct point in the
task feed.

**Proposed solution**

Add a native REST connection for the v4 API. Bind each session to its
company, task, agent, and credential grant. Open its interactive viewer
in the task side panel. Record provider costs as financial events. Use
`browser-use-cloud` as the app and connector key. Keep its skill with
the connector and deliver it only with authorized connection tools.

**Alternatives considered**

A v3 MCP connection would expose tools without the v4 lifecycle
integration. An external viewer link would leave the task. A fixed
viewer size would prevent pages from responding to changes in the task
pane.

**Roadmap alignment**

This extends the governed Apps gateway and Connected Apps roadmap. It
uses the existing task, grant, secret, approval, and financial records.
The work was requested by the maintainer. A search found no duplicate
Browser Use connector PR or issue.

## What Changed

- Add the Browser Use Cloud app, brand asset, API-key connection, and
profile settings under the `browser-use-cloud` key.
- Bundle the `browser-use-cloud` skill with the connector. Keep it out
of global `skills/` discovery. Deliver it only with authorized task/run
connection tools. Remove retired connector skill keys from runtime
overlays and preserve unrelated browser skills.
- Expose seven v4 tools through the governed gateway and deliver them to
native and CLI agents.
- Persist sessions, browsers, runs, event and recovery cursors, shutdown
leases, and cumulative cost accounting. Recover uncertain paid starts
without replaying them.
- Enforce task ownership, credential grants, approvals, revoked access,
and budget limits.
- Add interactive task browser tabs and compact chronological feed
entries. Retain the viewer across tab switches and keep visible idle
browsers open.
- Add debounced automatic viewport fitting, standard size presets, and a
viewer ownership lease.
- Add lifecycle, authorization, accounting, viewport, UI, and Storybook
coverage.
- Add an idempotent database migration after the current master
migration. Preserve deployed migration hashes. Migrate pre-release Cloud
connection and financial keys without replacing grants, credentials, or
browser history.
- Document provider behavior, live acceptance results, and the lack of
documented passkey forwarding.

## Verification

- Full workspace typecheck and production build pass on the updated
branch.
- Token gates, brand asset validation, module boundaries, and migration
ordering pass.
- Cloud tests verify global skill exclusion, authorized task/run
delivery, unassigned agents, disabled connections, revocation, adapter
isolation, and secret exclusion. The existing AgentMail connector
assignment test also passes.
- Migration replay runs twice against existing browser work and
financial records. It preserves the records and avoids duplicate costs.
- The focused provider, app catalog, OpenAPI, connection gateway, and
migration regression suites pass. Recovery coverage includes lost
replies, process crashes, provider rejection, and browser arrival
acknowledgement.
- All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`,
including the full test matrix, browser E2E shards, build, typecheck,
security, and release canary. Two optional Storybook jobs are skipped.
- Greptile is 5/5 on the same commit, with zero unresolved review
threads. The corrected review uses the actual master-to-head diff.
- The local `pnpm test:run` started and was stopped after the full CI
matrix passed. It did not complete locally; the full-suite result above
comes from CI.
- Earlier live acceptance used an isolated company with a capped
provider credential. The agent opened paperclip.ing, the embedded viewer
accepted navigation, and the same browser stayed available after
completion and tab switches.
- The local Storybook build passes. Stories cover the panel, footer,
feed entries, settings, lifecycle failures, and viewport modes with an
offline viewer fixture.

## Risks

- Browser Use charges for hosted work. Provider caps and local budget
checks reduce exposure; reported costs can arrive after work completes.
- Viewer and CDP URLs grant access to the browser. The server validates
and restricts them. They are excluded from agent results and durable
event data.
- Runtime resizing of v4 agent browsers uses a provider option confirmed
by live testing but absent from its published agent schema. Resizing
during a click may invalidate coordinates. Fixed presets remain
available.
- Viewport ownership is process-local and resets on restart. The
lifecycle and accounting records remain in the database.
- The original intermittent embedded-viewer stall has not been fully
diagnosed. A bounded reconnect and active-session recovery cover the
observed failure paths.
- Live tests did not cover every revocation, approval, rate-limit, or
restart case. Deterministic integration tests cover those paths. Passkey
forwarding is not claimed.
- Unknown create outcomes keep the credential available for cleanup.
Run-list absence cannot prove a paid POST was rejected, so recovery
stays pending until it can identify provider work.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository search, code execution,
browser interaction, and test tools. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-09-30 07:13:16 -05:00
Vyacheslav ScherbininandClaude Opus 5.5 3b34d45a92 fix(ui): make destructive-foreground readable in the light theme (#14328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI uses shadcn theme tokens from `ui/src/index.css`.
> - Delete and remove dialogs confirm with a red button: `bg-destructive
text-destructive-foreground`.
> - In the light theme, `--destructive-foreground` has the same value as
`--destructive`. The label is red text on a red fill, so it is not
visible.
> - Operators cannot read the button that deletes data or removes a
connection.
> - This pull request sets the light `--destructive-foreground` to the
near-white value that the dark theme already uses.
> - The benefit is that every destructive confirm button shows a
readable label in both themes.

## Linked Issues or Issue Description

Fixes #14327

I searched open and closed PRs for `destructive-foreground`, "Remove
connection" and related terms. I found no PR that changes this token.

## What Changed

- `ui/src/index.css`: in `:root`, `--destructive-foreground` changes
from `oklch(0.577 0.245 27.325)` (the same as `--destructive`) to
`oklch(0.985 0 0)`. This is the value in `.dark`.
- Added `ui/src/components/DestructiveThemeTokens.test.ts`. The test
converts both tokens from OKLCH to sRGB and computes the WCAG contrast
ratio. `:root` must reach 4.5:1 (AA for normal text). `.dark` must reach
3:1, because it keeps the brighter red chosen in the gallery review
(about 3.6:1 today).

The fix applies to all five buttons that use
`text-destructive-foreground`: remove connection (`Browse.tsx`,
`Connections.tsx`), delete folder (`FolderControls.tsx`), delete
environment (`CompanyEnvironments.tsx`) and remove chat endpoint
(`ChatEndpointDetail.tsx`). No other file uses the token.

## Verification

- `pnpm exec vitest run src/components/DestructiveThemeTokens.test.ts`
in `ui`: 2 tests pass. The light theme contrast is about 4.8:1.
- Before the fix, the test fails for `:root` (1:1, red on red). With a
light gray foreground `oklch(0.88 0 0)` it also fails (3.3:1 < 4.5:1).
- Manual check on a self-hosted instance in the light theme: Apps →
connection → **Remove connection** showed a red button with no visible
label. After the fix, the label is white and readable.


Before and after, light theme (the same classes as the confirm button:
`bg-destructive text-destructive-foreground`):

<img
src="https://gist.githubusercontent.com/gentslava/3aa0d498e2475dd44e12bed11e7d7862/raw/c793570ebd416fe04cc390df8554515b4207590d/remove-connection-before-after.png"
alt="Remove connection button before and after the fix" width="520">

## Risks

- Low risk. The change is one token in the light theme. Only the five
confirm buttons above read `--destructive-foreground`.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use
(shell, file edits). It found the cause, wrote the fix and the test, and
wrote this description.

## 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

@cryppadotta @devinfoley a tiny one-line theme fix: the delete buttons
in the light theme are red-on-red right now, so people can't see what
they are about to click. Would be great to get it in when you have a
minute 🙏

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-29 16:34:26 -07:00
0be2afcca6 feat(ui): improve task composer controls and pending input (#14322)
## Thinking Path

> - Paperclip lets operators assign tasks to AI agents and review their
work.
> - The task composer controls the next message and its assigned agent.
> - Operators needed a way to choose that agent's model and effort
without leaving the composer.
> - The old mode selector, upload button, and input cards made the
mobile composer crowded and hid normal messaging during a pending
decision.
> - Harnesses publish different model and effort capabilities, so the
picker must follow the selected agent.
> - This pull request adds one responsive composer flow, keeps pending
cards visible above it, and protects Codex ACP authentication in the
local test path.
> - Operators can choose run settings, send a message, and answer a
pending card as separate actions.

## Linked Issues or Issue Description

**Subsystem affected**

Task composer UI, issue thread interactions, Codex ACP credential
handling, and Storybook.

**Problem or motivation**

The composer did not expose model or effort for the selected agent.
Mobile actions wrapped poorly. Pending questions and confirmations
replaced the composer. A local Codex ACP test could also reuse host
authentication after the managed key was removed.

**Proposed solution**

Put assignee search, model search, exact model IDs, effort, and fast
mode in one picker. Use a mobile dialog. Replace the direct-upload plus
action and separate mode selector with an Add menu and removable Plan or
Ask chips. Place pending interaction cards above the usable composer.
Keep these cards pending after an ordinary message unless their creator
asks for comment superseding. Replace managed ACP auth files atomically
and isolate the test key from host credentials.

**Roadmap alignment**

ROADMAP.md does not list an overlapping composer milestone. This change
improves the existing task and review flows.

## What Changed

- Added the combined assignee, model, and effort picker to both task
composers. Search matches agent name, role, and harness. The server uses
a curated Codex list by default and honors instance-declared models.
Manual IDs remain available.
- Added an effort slider for known model capabilities, a conditional
Codex fast control, and reset. The picker opens in a modal on mobile.
- Added the Add menu for files, supported goals, Plan mode, and Ask
mode. Plan and Ask are exclusive removable chips. Keyboard mode cycling
remains available.
- Adjusted mobile spacing, avatars, wrapping, and Send placement.
Removed the composer divider.
- Moved pending question, confirmation, review, and related cards above
the composer. Ordinary comments now leave question and confirmation
cards pending by default. The onboarding prompt retains explicit comment
superseding.
- Updated the Storybook composer group with responsive states and the
production picker. Added UI, service, route, and browser regression
coverage.
- Isolated Codex ACP API-key authentication, skipped subscription auth
merge and shared-home copy-back for remote API-key runs, and replaced
the managed auth file atomically.

## Verification

- `pnpm -r typecheck` — passed on the final local head.
- `pnpm check:token-gates` — passed on the final local head.
- `pnpm exec vitest run server/src/__tests__/adapter-models.test.ts
ui/src/components/task-chat/ComposerRunSettingsPicker.test.tsx` — 31
tests passed, including role and harness search, declared Codex models,
and filtering general OpenAI models.
- `pnpm exec vitest run
server/src/__tests__/issue-thread-interactions-service.test.ts` — 74
tests passed.
- `pnpm exec vitest run
packages/adapters/codex-local/src/server/acp.test.ts` — 42 tests passed,
including remote API-key copy-back isolation.
- `pnpm test:run` — attempted locally; the embedded PostgreSQL test
database could not initialize on macOS. The isolated
`heartbeat-run-event-sequencing` suite reproduced that environment
failure. GitHub CI runs the full test matrix for this head.
- `pnpm build` — passed on the final head. `pnpm build-storybook` passed
after the last UI change; only server code, tests, and docs changed
afterward.
- Live local test drive — Codex ACP ran a task with a managed API key.
The test agent was restored to its default ACP configuration afterward.
- Review the interactive stories under the top-level Composer group with
`pnpm storybook`. Check a narrow desktop width and mobile Plan, Ask,
picker, and pending-question states.

## Risks

- A pending card stays open when an ordinary comment changes the
discussion. Its creator can set `supersedeOnUserComment: true` when a
new comment should replace it.
- Model and effort overrides persist on the task until reset or changed.
An unlisted manual model ID may fail when the provider runs it.
- Some harness catalogs do not report effort support. The picker hides
effort for those models.
- No database migration is required.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI GPT-6 via Codex. This runtime does not expose the exact model ID
or context window to the task. The model used code execution and browser
tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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: OpenAI Codex <codex@openai.com>
2026-09-28 23:02:39 +00:00
DottaandPaperclip d423fc4411 fix(ui): use large mobile selector modals (#14250)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The new task dialog lets an operator assign work on a phone.
> - The mobile picker used fixed coordinates inside the Radix wrapper.
> - iOS Safari already makes fixed coordinates relative to the visual
viewport.
> - The old code added the visual viewport offset a second time.
> - This pull request removes the second offset and gives the mobile
wrapper full viewport geometry.
> - The benefit is a visible picker and search field when the iOS
keyboard opens.

## Linked Issues or Issue Description

**What happened?**

The assignee and project pickers could move outside the visible screen
in the new task dialog on iOS.

**What did you expect to happen?**

The picker and its search field must stay visible above the bottom edge
and the software keyboard.

**Steps to reproduce**

Open the new task dialog on an iPhone. Select Assignee or Project. The
picker can move outside the visual viewport when Safari pans the page.

**Paperclip version or commit**

The problem exists after the change in PR #13343.

**Deployment mode**

The problem affects the board UI in local and authenticated modes.

Refs #13343

## What Changed

- Use visual viewport local coordinates for the new task dialog.
- Give the mobile Radix popper wrapper full viewport geometry.
- Render both shared selector components as large, titled mobile modals.
- Keep desktop selectors as anchored popovers.
- Cover the new-task assignee, new-task project, composer assignee, and
generic searchable selector in Storybook.
- Add iPhone-sized Storybook states for the assignee and project
pickers.
- Update viewport tests for the corrected coordinate model.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/NewIssueDialog.test.tsx
src/components/InlineEntitySelector.test.tsx`
- `pnpm check:token-gates`
- Playwright used the iPhone 14 device profile. All mobile modals were
inside the 390 by 664 CSS viewport.
- Each mobile modal was `x=16, y=16, width=358, height=632`.
- A desktop check kept the anchored popover at `width=320, height=211`.

## Risks

- Low risk. The CSS only changes narrow mobile viewports.
- The full-screen popper wrapper does not receive pointer events. The
picker still receives pointer events.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. See `CONTRIBUTING.md`.

## Model Used

- OpenAI GPT-5.6, Codex agent with tool use and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-27 11:33:24 +00:00
DottaandPaperclip 74508357fa fix(ui): keep mobile task pickers in view (#14249)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The new task dialog lets an operator assign work on a phone.
> - The mobile picker used fixed coordinates inside the Radix wrapper.
> - iOS Safari already makes fixed coordinates relative to the visual
viewport.
> - The old code added the visual viewport offset a second time.
> - This pull request removes the second offset and gives the mobile
wrapper full viewport geometry.
> - The benefit is a visible picker and search field when the iOS
keyboard opens.

## Linked Issues or Issue Description

**What happened?**

The assignee and project pickers could move outside the visible screen
in the new task dialog on iOS.

**What did you expect to happen?**

The picker and its search field must stay visible above the bottom edge
and the software keyboard.

**Steps to reproduce**

Open the new task dialog on an iPhone. Select Assignee or Project. The
picker can move outside the visual viewport when Safari pans the page.

**Paperclip version or commit**

The problem exists after the change in PR #13343.

**Deployment mode**

The problem affects the board UI in local and authenticated modes.

Refs #13343

## What Changed

- Use visual viewport local coordinates for the new task dialog.
- Give the mobile Radix popper wrapper full viewport geometry.
- Keep the mobile picker at the visible bottom edge.
- Add iPhone-sized Storybook states for the assignee and project
pickers.
- Update viewport tests for the corrected coordinate model.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/NewIssueDialog.test.tsx
src/components/InlineEntitySelector.test.tsx`
- `pnpm check:token-gates`
- Playwright used the iPhone 14 device profile. Both picker boxes were
inside the 390 by 664 CSS viewport.
- The assignee picker box was `x=16, y=366, width=358, height=282`.
- The project picker box was `x=16, y=366, width=358, height=282`.

## Risks

- Low risk. The CSS only changes narrow mobile viewports.
- The full-screen popper wrapper does not receive pointer events. The
picker still receives pointer events.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. See `CONTRIBUTING.md`.

## Model Used

- OpenAI GPT-5.6, Codex agent with tool use and code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-27 11:02:15 +00:00
DottaandPaperclip bd20309323 fix(ui): keep mobile task pickers above the keyboard (#14022)
## Thinking Path

> - Paperclip helps people manage AI agents and their tasks.
> - The New Task dialog lets a person select an assignee and a project.
> - A mobile browser reduces the visible viewport when the software
keyboard opens.
> - The dialog accepted invalid viewport data, and the pickers stayed
inside a transformed container.
> - This behavior could collapse the dialog or move a picker search
field above the visible area.
> - This pull request validates viewport data and puts mobile pickers in
the visible viewport.
> - The benefit is that a mobile user can see and use each picker while
the keyboard is open.

## Linked Issues or Issue Description

**What happened?**

On a mobile device, the Assignee and Project pickers in the New Task
dialog could move above the visible viewport. A short invalid viewport
value could also collapse the dialog to a line.

**Expected behavior**

The dialog and each open picker must stay in the visible viewport while
the software keyboard is open.

**Steps to reproduce**

1. Open the New Task dialog in a mobile browser.
2. Open the Assignee picker or the Project picker.
3. Focus the picker search field so that the software keyboard opens.
4. Observe that the picker can move above the visible viewport.

**Paperclip version or commit**

`efce9356b5`

**Deployment mode**

Local dev and hosted browser UI.

## What Changed

- Ignore zero, negative, and non-finite Visual Viewport measurements.
- Keep the last safe dialog geometry until the browser gives a valid
measurement.
- Put entity pickers outside the transformed dialog container.
- Size and position the mobile picker from the dialog Visual Viewport
values.
- Add unit tests for invalid viewport recovery.
- Add Chromium tests for the Assignee and Project picker states.

## Verification

- `pnpm exec vitest run ui/src/components/NewIssueDialog.test.tsx`
passed with 34 tests.
- The Chromium viewport test passed 35 of 35 runs with five repeats and
no retries.
- `pnpm --filter @paperclipai/ui typecheck` passed.
- `pnpm check:token-gates` passed.
- `pnpm build-storybook` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- A full local Vitest run reached restricted workspace-runtime tests
that require sibling worktree and runtime writes. Remote CI will run the
supported test environment.

## Risks

- Risk is low because the new picker layout applies only to mobile
widths.
- The layout depends on Visual Viewport data when the browser supplies
valid values.
- Unit and browser tests cover invalid data, mobile pickers, tablet
layout, and desktop layout.

> This change fixes a focused UI bug. It does not duplicate a core
feature in `ROADMAP.md`.

## Model Used

- OpenAI Codex with GPT-5. The agent used reasoning, repository tools,
code execution, and browser automation. The runtime did not expose the
context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-25 08:37:26 -07:00
Devin FoleyandPaperclip b70641f23f feat(plugins): support image catalogs and persistent application overlays (#13646)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Plugins extend the application without adding each integration to
Core.
> - A downstream image needs a way to supply prebuilt plugins.
> - Some plugin UI must stay mounted as users move between pages.
> - This change adds an image catalog and a persistent application slot.
> - Operators can upgrade or remove these plugins through their image
and configuration.

## Linked Issues or Issue Description

**Subsystem affected**

Plugin packaging, activation and application UI.

**Problem or motivation**

The built-in plugin catalog is fixed in Core source. Downstream images
cannot add entries through an explicit catalog. Existing page slots also
cannot preserve a small application overlay across route changes.

**Proposed solution**

Read a bounded catalog of prebuilt plugins from the image. Verify its
files before importing manifests. Use the existing managed selection and
plugin lifecycle. Add an `appShellOverlay` slot with account and company
cleanup.

**Alternatives considered**

A downstream fork adds merge work. Script injection provides no plugin
lifecycle. A separate runtime download system adds a second distribution
channel.

**Roadmap alignment**

This extends the existing plugin system. Related PR #9006 covers runtime
install replication; this change covers immutable image contents. PR
#12555 covers CLI scaffolding. Neither provides this catalog or
application slot. The maintainer requested this work directly.

## What Changed

- Validate catalog identities, confined paths, package versions and
bundle hashes before importing code.
- Apply image selection to persisted plugin installs, including removal
and rollback. Adopt the verified image path from existing npm/local
installs and bind runtime worker/UI entrypoints to verified package
declarations.
- Mount application overlays in both UI shells. Preserve route state and
clear it on account, company and onboarding changes.
- Restrict service-worker offline storage/fallback to hashed public
assets in a separate cache namespace; exclude application HTML and
extension/API data, including after worker restart.
- Document the packaging contract, trust model and rollback
requirements.

## Verification

- Passed `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`. Affected server/UI typechecks and builds, plus token
gates, passed again after rebasing onto current master; the 124 focused
tests also passed after rebase.
- Latest focused verification: 124 tests in nine files passed for
catalog/reconciliation/loader, overlay lifecycle, Layout and
service-worker policy. The broader UI/shared/SDK run passed 7,204 tests
in 690 files with canonical `TMPDIR`.
- Real disposable Core/PostgreSQL: catalog install, selection removal,
0.1.0→0.1.1→0.1.0, same-version npm/legacy-path adoption, and
preservation of disabled status passed. Added permissions entered
`upgrade_pending`, withheld UI across restart, and activated only after
explicit operator enable.
- Real Chromium: desktop/mobile layout, route draft retention and
Escape/focus passed with mocked extension responses. A persistent
browser restart retained public hashed-asset offline fallback while
refusing seeded legacy/current private entries and legacy HTML.
- Full `pnpm test:run`: 12,539 passed; 17 failed across six existing
files, stopping later phases. macOS read-only directory renames fail in
runtime-skill-cache and company-skills-service; email tests require an
absent local AgentMail fixture. Native runner/comment-redaction passed
in isolation after temporary Rust setup; agent-conversations also passed
in isolation. No unrelated source was changed to hide failures.
- After rebase, two unchanged chat timing tests failed in CI and passed
locally in isolation. Their CI shard passed on its single retry. All
other current-head CI jobs passed on the initial run; review is 5/5 with
no unresolved threads.
- No live deployment or external plugin service was used.

## Risks

- Plugins are trusted code. The catalog detects packaging errors; it
does not authenticate an untrusted image builder.
- Invalid catalogs fail startup. Images must contain the catalog and
bundles together, with stable directories.
- A host older than this contract lacks the activation guard. Disable
added plugins and remove their configuration keys before reverting to
it.
- Offline navigation now returns 503 instead of replaying cached
application HTML. Only public build assets have offline fallback.
- Rolling back an unapproved permission change retains the approval
gate; review the current manifest and explicitly enable it. A reduced
permission set cannot establish prior approval or prior enabled status.
- Plugin data migrations need their own rollback policy. This change
retains installed records and does not reverse migrations.

## Model Used

- OpenAI GPT-6 (Codex), model ID `gpt-6`, with repository inspection,
code execution and browser verification. The runtime does not expose an
exact context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (relevant suites; broad
macOS server-run exceptions are documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (fresh run on 488b3754ae; chat
shard passed its single retry)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(fresh review on 488b3754ae)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 09:18:10 -07:00
86b7ee992c feat(onboarding): ClipLab sleepy-to-wake hero and step hand-offs (#13629)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents have a persistent visual identity (#13171): a ClipLab
character in one of 17 palettes, rendered as cached PNGs in lists and as
a live character in larger placements.
> - The onboarding wizard is where a person meets that identity first,
and it showed a stock ClipLab expression on the previous engine while
the rest of the app would show a different character on a newer one.
> - The wizard's steps also cut from one screen to the next, so the arc
read as separate pages rather than one walk.
> - This pull request puts one character on one engine everywhere, gives
the wizard's hero the studio's sleepy → wink → idle sequence on Review,
and hands the steps over inside one presence.
> - The benefit is that what wakes on Review is exactly what the agent
looks like on the dashboard afterwards, and the walk to it reads as one
screen changing.

## Linked Issues or Issue Description

Refs #13171, now merged into master. This PR contains the onboarding and
ClipLab update on top of that foundation. Original feature work by
@tonio-alucema; merge preparation preserves the original commits.

**Problem or motivation**

The onboarding hero and the app's avatars were two different characters
on two different ClipLab engines. Steps 1 → 4 of the wizard cut between
screens, and the wizard mounted cold when a cloud-managed workspace
arrived from Cloud's naming screen.

**Proposed solution**

Vendor ClipLab v0.2.0 as the shared engine and render one
studio-exported character from it in every palette, for every pose and
size. Play the export's one-shot wake on Review with the palette fading
in over the gray dormant loop. Hand steps over inside one presence so
the footer slides instead of jumping, and play the arrival half of that
hand-off when the wizard opens directly on the agent step.

**Alternatives considered**

Exporting mp4/webm loops per size: no cursor following, no clean alpha,
and the palette "colour in" is a runtime blend. Minting a `cap-v2`
character version: nothing had shipped `cap-v1`, so the artwork is
regenerated in place instead of migrated. Keeping the separately
vendored runtime bundle for the hero: two engines and two characters in
one app.

## What Changed

- `packages/shared/src/cliplab`: re-vendored from ClipLab v0.2.0
(`987b6db0`) with the Paperclip adaptations replayed (optional graphics
backend for the Node SVG snapshot path, supersampled live textures,
character framing, deterministic SVG id prefixes); new upstream
`particles.ts`.
- `packages/shared/src/cliplab/character.ts`: the studio export,
mirrored from `ui/src/assets/cliplab/onboarding.character.json` by
`scripts/sync-cliplab-character.mjs` (drift caught by
`check:token-gates`). `characterDefinition` builds every palette from
it; the resting portrait is its idle beat.
- `OnboardingCharacter`: gray `sleepy` loop through the agent and
connect steps; on Review the one-shot sleepy → wink → idle plays on two
lock-step canvases while the palette fades in, then the `idle` loop.
Body-follows the pointer, page-scoped. 160px in the wizard.
- `OnboardingWizard`: steps 1 → 2 → 3 → 4 hand over inside one
`AnimatePresence` (departing content fades and gives its room back;
arriving content opens its room then fills); the hero has a room that
opens on the walk into the agent step; opening directly on the agent
step plays the arrival half; the self-hosted naming step uses the arc's
label and field.
- Motion vocabulary in `onboarding-motion.ts` (`stepContentMotion`,
`ledeMotion`, `heroRoomMotion`, `heroRoomArrival`, `titleSwapMotion`).
- Storybook: `Onboarding / Character` (Wake Up), `Onboarding / Agent
arc` walkable from the naming step plus `Arrive From Cloud`; the
companies fixture answers the wizard's create call with a company.
- Uses the shared runtime for onboarding; `doc/agent-personas.md`
documents the shared character.
- Releases both onboarding canvases after partial startup or transition
failure. Registers each canvas before seeking so synchronous render
errors can release it. Six component tests cover these failures and
palette changes before or during wake.
- Refreshes both sleeping canvases when the palette changes, including a
palette change in the same render as wake.
- Moves choreography values into the CSS token layer and preserves the
shared motion catalog drift check across the imported stylesheet.
- Repairs the static Storybook avatar route and uses accessible heading
names/current button labels in the wizard play functions.
- Closes the lazy avatar worker pool during application shutdown.

## Verification

- Merge-preparation checks: `pnpm -r typecheck`, `pnpm build`, `pnpm
build-storybook`, and `pnpm check:token-gates` pass. The final UI
typecheck and 123 focused onboarding, lifecycle, and token catalog tests
pass. All 55 checks on final head
`b4f5e201a1564083d163abc6f93f5b3da06ccefd` pass, including the full
sharded test suite, runner verification, and all eight browser shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/35445430535)).
The duplicate monolithic local `pnpm test:run` was stopped after CI
completed; it is not claimed as a separate completed local run.
- Chromium walkthrough: palette change, wake, return to sleep, WebGL
failure fallback, Review step hand-offs and cloud arrival pass with
normal and reduced motion; no browser errors. The signoff happy-path
browser test also passes against a disposable instance.
- The final CI run confirms the catalog fix and a passing signoff
browser shard. The earlier signoff failure was a heartbeat-run
availability timeout; the focused local reproduction and final CI passed
without signoff code changes.
- Original author verification:
- `pnpm check:token-gates` (includes the new character sync check);
shared, server avatar/persona (17) and UI onboarding/persona (137)
suites pass; `pnpm build-storybook` packages all 3,564 avatar PNGs
through the worker pipeline.
- Storybook: `Agents / Personas` Sizes, Expressions and Palettes render
the studio character at every size and pose; `Onboarding / Character →
Wake Up` plays the wake on the shared engine; `Onboarding / Agent arc`
walks 1 → 4 with the hand-offs, and `Arrive From Cloud` plays the
arrival (measured: content room 6 → 65px over 320ms, fade to 1.0 by
~560ms, footer travel continuous).
- The original author walked the agent → connect → review flow and wake
after a real sign-in on staging.
- Not done here: the Linux Storybook visual baselines
(`tests/storybook-visual/agent-personas.spec.ts`) need re-baselining for
the new engine, hero size and naming-step changes.

## Risks

- Every avatar's pixels change (new engine, new character) under the
unchanged `cap-v1` name. Stacks that rendered avatars on the previous
engine keep those PNGs in their cache
(`generated-agent-avatars/cap-v1/...`, served immutable) until cleared;
only the two pinned staging stacks ever did.
- The one-shot handoff to the idle loop is timed from the sequence's
authored duration (the engine reports completion by continuing into idle
itself); presentation only, nothing in the wizard's state waits on it.
- Reduced motion skips the wake and the hand-offs; jsdom is treated the
same way, so the wizard tests see the next step's content immediately.
- The committed export differs from the studio by one animation (Loop
off, leading idle step removed); a re-export without that fix would play
a 5.6s idle before the wake.

## Model Used

Original feature: Anthropic Claude Fable 5.1 (`claude-fable-5-1`) in
Claude Code, with shell, browser, and file tools. The original context
window was not recorded.

Merge preparation and lifecycle regression fixes: OpenAI GPT-6 in Codex,
with reasoning, shell execution, file editing, GitHub CLI, and automated
tests. The session does not expose an exact runtime model ID or
context-window size.

## Checklist

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

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

---------

Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 08:30:14 -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
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections let people start and continue that work from Slack.
> - Setup mixed app creation, credentials, URL verification, account
linking, and testing on the same screens.
> - People also needed a safe way to link their own Slack identity after
the first operator finished setup.
> - This pull request gives each step a clear place and keeps membership
approval separate from identity linking.
> - It also makes connection details easier to use and fixes misleading
callback health behind HTTPS proxies.

## Linked Issues or Issue Description

**Subsystem affected**
Cross-cutting: chat routes and services, shared contracts, and the Apps
board UI.

**Problem or motivation**
Slack onboarding made users find settings without enough guidance. A
second user needed operator help to link their account. Activity stopped
at 100 records, and TLS termination could mark working callbacks as
stale.

**Proposed solution**
Use six setup steps with editable app names, a generated manifest,
credential guidance, URL verification, account linking, and an optional
message test. Send each Slack user a private, expiring confirmation
link. Require company membership or an approved access request before
linking. Add cursor pagination and tolerate the internal HTTP hop in
callback diagnostics.

**Roadmap alignment**
This improves the existing connected-app surface and supports CEO Chat
without changing the task-and-comments model. The maintainer requested
and reviewed the flow during a live Slack test drive.

**Additional context**
Related work: #7, #3349, #13000, and #13620. Those cover broader chat
capabilities, older webhook paths, or plugins. This PR improves the
existing native connector's setup and account-linking flow. HTTPS
documentation was published separately in
paperclipai/paperclip-docs#128.

## What Changed

- Split Slack onboarding into six clickable sidebar steps. Keep
secondary and primary actions on one row.
- Generate the Slack creation link and read-only manifest from editable
app, bot, and command names. Add credential prefix validation and direct
instructions.
- Add live account-link status and an optional mention-based message
test.
- Add private, single-use Slack account invitations and membership
access requests. Retain cloud authentication/bootstrap checks and
enforce the chat rollout flag in all identity APIs. Default new Slack
connections to linked users only.
- Put Settings, Access, Conversations, and Activity in the sidebar.
Simplify conversation rows and remove active header badges.
- Add 25-item activity pages, stable timestamp/ID cursors, and replay
safety across pages. Preserve the legacy array API for clients without
pagination parameters.
- Fix false callback warnings when HTTPS terminates at a proxy. Keep
host, port, and path drift detection.
- Document the setup flow, pagination, callback diagnostics, and shared
wizard footer rule.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed: focused Slack callback and pagination integration tests; UI
clipboard, wizard, pagination, and activity tests; OpenAPI route tests.
The final access-gate fix also passes 27 focused tests covering cloud
authentication/bootstrap, nonmember invitations, token validity, and the
server-enforced rollout flag.
- Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11
provider browser scenarios (including mobile light/dark navigation).
After rebase, the identity route, sidebar, and 25 clipboard tests pass.
- The full local `pnpm test:run` was attempted. The first run found 14
Slack fixtures that needed explicit guest access; those are fixed and
the complete chat suite passes. Unrelated embedded PostgreSQL
startup/resource failures and timeouts prevented a clean full local run.
All CI checks pass on `2d858b036`, including the full chat, server,
workspace, build, typecheck, and browser suites.
- Live test drive: Slack app creation, credential setup, URL
verification, private account confirmation, mention messages, and thread
replies. Verified the callback warning clears for the existing proxied
connection.
- Review: create a Slack connection, follow the six steps, link a second
user's account, and browse older activity with Next and Previous.

## Risks

- Identity invitations carry a temporary capability. Tokens are hashed,
expire after 15 minutes, work once, and require explicit confirmation by
a company member. Access requests do not grant membership.
- New Slack connections reject unlinked people by default. Existing
connection settings remain intact.
- Activity is a live ledger. Updated action rows can move forward in
time. Older pages do not poll.
- Proxy tolerance affects health display only. Slack signature checks
and proxy authentication settings remain unchanged.
- No database migration or package-lock changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted suites; full
local-run limitations 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>
2026-09-18 17:23:53 -05:00
scotttongandClaude Opus 5 34355e5109 fix(task-chat): selecting an option no longer jumps to the next question (#13602)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent that needs a decision asks in the task composer, which
renders a question set one question per page
> - Single-choice questions use radio options, and the composer also
ships a "Next" button and pagination arrows
> - Selecting a radio option also set a pending advance, waited for a
short confirm animation, and turned the page on its own
> - That takes the page away from the reader while they are still
reading it, and a misclick costs them the question
> - Nothing on the option says that clicking it will navigate
> - This pull request makes selection answer the question and nothing
else
> - The benefit is that moving between questions is always something the
reader chose to do

## Linked Issues or Issue Description

**What happened?**

In the task composer, selecting an option with a radio button jumps to
the next question. `QuestionForm.toggleOption()` set `pendingAdvance`
for any single-select question that was not on the last page, and an
effect then read `--motion-question-confirm`, waited that long, and
called `setPage(page + 1)`. With reduced motion it advanced immediately,
with no pause at all.

The result is that a click meant to answer a question also navigates
away from it. There is no way to read the rest of the page after
choosing, and no way to undo the jump other than pressing the back
arrow.

**Expected behavior**

Selecting an option records the answer and stays on the question. Moving
to the next question stays an explicit act.

**Steps to reproduce**

1. Get an agent to ask a question set with two or more single-choice
questions.
2. Open the question in the task composer.
3. Click one of the radio options.
4. Before this change the composer moves to the next question on its
own.

**Paperclip version or commit**

`45586170e` on `master`.

**Deployment mode**

Local.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Additional context**

Every route forward already shipped beside the options, so removing the
shortcut traps no one:

- a footer button that reads "Next" on any page but the last, and the
submit label on the last;
- previous and next pagination arrows;
- "Skip" on questions that are not required.

The same question sets render outside the composer in
`IssueThreadInteractionCard`, which never had the auto-advance. This
change brings the two surfaces to the same behavior.

## What Changed

- `QuestionForm` no longer sets a pending advance when a single-choice
option is selected. The effect that turned the page is removed with it.
- Selecting an option still clears a submit error about a missing
answer, which is the case that error is about.
- The confirm-before-advance animation existed only to soften the jump.
Its `--motion-question-confirm` token, its keyframes, its class, and the
now-unused `confirming` prop on the option button are removed.
- Tests that asserted the jump now assert the opposite: selection leaves
the page number unchanged, "Next" advances, and number-key selection
stays on the same question.

## Verification

- `npx vitest run ui/src/components/task-chat` — the composer,
interaction card, protocol card, and motion token suites pass.
- `npx vitest run ui/src/components/task-chat/TaskChatComposer.test.tsx`
— 87 tests pass, including four new tests for the stationary behavior.
- `npx tsc -b ui` — clean.
- Keyboard: options keep `role="radio"` inside a `radiogroup`, and a
test asserts that number-key selection selects without navigating.

## Risks

Low. One deliberate behavior is removed. It costs a reader one extra
click per question on multi-question sets, and the explicit control for
that click already existed and is already tested.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context, extended thinking, with
tool use and code execution.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-18 14:18:39 -07:00
DottaandPaperclip 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Self-hosted boards need a way to show occasional product
announcements.
> - An app release should not be required to publish or withdraw a card.
> - Native card controls keep publishing consistent; the hero can use a
static image or isolated HTML/CSS animation.
> - This pull request renders a validated JSON feed with native
components.
> - It stores dismissals per account on each instance, so a closed card
stays closed across companies and browsers.
> - Named staging feeds let authors test content before production
publication.

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

Operators need a small, optional announcement card. Users need reliable
dismissal state. Authors need to test remote content without changing
the production feed.

**Proposed solution**

Add one non-modal AnnouncementWell. Fetch validated JSON and
content-addressed media through the instance server. Keep card controls
native, with optional sandboxed HTML/CSS animation in the hero. Use
stable announcement IDs for dismissal, an explicit empty manifest and
quiet 404 handling. Provide a staged publishing helper and isolated
test-drive guide.

**Alternatives considered**

Hosting the entire card as a page would move navigation and dismissal
into remote content. This change limits HTML to a scriptless, isolated
visual hero and keeps controls native. Browser-only storage would lose
dismissals across browsers, so the instance stores account preferences.

**Roadmap alignment**

ROADMAP.md has no overlapping announcement feature. A GitHub title
search found no related announcement pull requests. This work implements
a maintainer-requested feature.

## What Changed

- Add shared feed types, strict validation of every object, supported
routes, expiration and version checks.
- Add a board-only current-feed API, constrained media proxy, and
idempotent dismissal API. Store the first dismissal and its company
audit entry in one transaction.
- Cache upstream data for one hour. Use conditional requests, request
deduplication, response limits, public destination checks, and a
three-second deadline. Treat a remote 404 as an empty feed with a
fifteen-minute retry cooldown.
- Keep announcement visibility stable when focus moves to browser chrome
or another app pane; only tab visibility starts a return check.
- Add a responsive native announcement card. Respect onboarding, dialogs
and toast placement. Sync pending dismissals across tabs and retry after
reconnect or return.
- Add idempotent migrations for dismissals and validated publication
IDs, design-guide examples, static and animated Storybook examples, and
focused tests. The publication registry supports offline retries without
accepting caller-invented IDs.
- Add HTML/CSS animated heroes with static posters, automatic playback,
reduced-motion handling, strict DOMPurify validation, an empty iframe
sandbox and CSP that blocks scripts/network resources.
- Add validated staging publication, content-addressed assets, an empty
production manifest, preview fixtures, and authoring/operator
documentation.

## Verification

- The preceding implementation passed 98 targeted
shared/server/publisher/route/OpenAPI/UI tests and 127 tests including
the master rebase. The playback-control removal passes all 21
announcement UI tests, covering the rendered sandbox, fallback, reduced
motion, dismissal and slow/stale state lookups. The preceding
shared/server tests cover HTML validation and response sandbox headers.
- The playback-control removal passes UI typecheck, production UI build,
Storybook build and token gates locally. Browser verification confirms
the animated card has only its dismiss button and two links, with no
page errors. The full canonical CI matrix passed on current head
`00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two
optional Storybook deployment checks skipped. This run needed no
retries. Greptile reviewed this same head at 5/5 with no outstanding
findings.
- The local canonical general-server run passed 12,063 tests before
reporting embedded-PostgreSQL startup failures in an unrelated fixture.
All 31 tests in that fixture passed across isolated retries. The UI
group passed 6,219 tests and other workspace groups passed 3,201; two
CLI database-startup failures also passed individually. Serialized
server suites were verified by the full CI matrix rather than repeating
them locally. No source changes were needed for these environment
failures.
- The real S3/CloudFront staging manifest and both media asset headers
were verified. Production remains empty/unpublished. The guide
distinguishes the preview host's disabled edge cache from production
cache requirements.
- In the isolated test-drive, the animation visibly moves without
playback controls. A 390×844 browser viewport keeps the card above
navigation. Reduced motion makes no animation request. Both themes
render correctly and browser page errors are empty. Browser fault
injection verified that scripts cannot execute and CSS cannot make
network requests; a missing animation leaves its poster and controls.
- Refresh leaves the animated card visible. Closing it persists after
reload and the API returns null. Earlier live checks verified dismissal
across browsers, company-relative CTA navigation, modal
deferral/restoration, and new-ID eligibility after restarting the same
database.
- The deployed empty feed and a real remote 404 return HTTP 200 with
null from the board API, with a usable dashboard and no announcement
popup or browser warnings.
- Authoring documentation covers staging, animated HTML constraints,
test-drive, withdrawal, ID reuse and cache-refresh steps.

## Risks

- Animation supports self-contained visual HTML/CSS and inline SVG,
without JavaScript or external resources. A static image is required.
Older builds that do not recognize the optional animation field quietly
hide that unsupported feed.
- The default feed makes an outbound request from an instance when a
board is used. Operators can disable it. Requests contain no account
IDs, company data, cookies or interaction events.
- Feed publication and withdrawal can take about 65 minutes to reach
returning users because of CDN and instance caches. Expiration also
removes visible cards locally.
- Dismissals follow an account within one instance. No-login instances
share the existing local-board identity. Separate installations do not
share state.
- Both tables are additive. A unique key prevents duplicate dismissals;
the transaction prevents duplicate first-dismissal audit entries. The
publication registry retains only validated IDs. AGENTS.md and the
implementation spec document the required exception to company scope for
these instance-level records.
- Publication was limited to separate public staging prefixes on the
existing preview host. Production remains empty/unpublished. No AWS
policies or infrastructure were changed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and
context-window size are not exposed in this session. Capabilities used:
reasoning, code editing, shell execution, tests, browser interaction,
and tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 10:19:54 -05:00
DottaandPaperclip 6cef9743c0 fix: deliver saved user messages after recovery stops (#13327)
Deliver saved user messages after legacy recovery stops. Validate undelivered comments and queue ownership under the task lock, preserve the operator identity checks from #13315, and prevent duplicate successors.

Add a recovery notice with Retry and inline errors, plus service, route, component, and browser coverage.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-12 18:08:04 -05:00
8b84ae5b35 fix(ui): improve mobile entity picker sheets (#13343)
Co-Authored-By: Paperclip CodexRunner <codexrunner@paperclip.local>
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-12 22:42:37 +00:00
9b7bd41833 feat(ui): refine dashboard cards, charts, and recent lists (#13269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the dashboard and Live runs page to inspect current
and recent runs.
> - Large transcript cards take space and make it hard to compare run
states.
> - A compact card must show the agent, linked task, and time, with
access to run details.
> - This pull request applies the supplied card design to both views.
> - Operators can scan more runs and open a run or task for details.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The agent run cards on the dashboard and Live runs page, plus dashboard
charts and recent lists.

**Subsystem affected**

`ui/` — React board UI.

**Current behavior**

Both views show large cards with embedded transcripts. Queued and
running cards share a live treatment. The dashboard chart grid leaves an
empty column, recent lists use different row sizes, and some activity
labels expose raw event names.

**Proposed behavior**

Both views use the same compact grid. Each card shows the existing
initials avatar, the agent name, one linked task row, and a
right-aligned timestamp. There is no status chip next to the agent name.
The timestamp uses small Inter text and the same muted gray as dashboard
metric descriptions. Recovery details remain in the task view. Run
status remains in the header tooltip and accessible label, and run
transcripts remain in the run detail view. The shared in-progress task
icon is now an animated circular spinner across the app.

**Reason and benefit**

Operators can scan task states without scrolling through embedded
output. The in-progress spinner keeps the shared task icon sizes,
circular shape, and stroke width. It honors reduced-motion preferences.

**Breaking changes**

The dashboard and Live runs page no longer show transcripts inside
cards. Open the agent header to inspect a run. There are no API or
database changes.

**Additional context**

Related public work found during the duplicate search:

- Refs #4317 — related run-state display concerns. This change does not
change server state reconciliation.
- Refs #11394 — related live-run cache updates. This change retains the
existing data flow.
- Refs #2118 — related navigation from agent cards. The card header here
opens the specific run.

## What Changed

- Apply compact cards to the dashboard and Live runs page, with status
icons and theme tokens.
- Use 16 × 16px status icons in the shared cards, including the
missing-task clock.
- Keep the existing circular initials avatar. Remove the status chip
beside the agent name while preserving the run label for tooltips and
accessibility.
- Replace the shared in-progress task glyph with an animated open
circle. Use the same 10-unit radius and 2-unit stroke as the other task
glyphs, with a reduced-motion guard across all task status surfaces.
This is the requested workflow-status indicator across the app,
including between runs; live indicators separately report active
execution.
- Use the same Tailwind blue tokens as nav dots and Live labels for the
progress icon: blue-400 in dark mode and blue-600 in light mode.
Covered-blocked icons follow the same blue token.
- Match the Tasks by Status chart's In Progress bar and legend to the
spinner's theme-aware color token.
- Distribute the three visible dashboard charts across equal-width
desktop columns, preserving existing gaps, card padding, and page
margins. Retain four columns when the optional priority chart is
enabled.
- Use the done task icon's `--status-task-icon-done` token for green
bars in Run Activity, Tasks by Status, and Success Rate, including their
legends.
- Use the blocked task icon's `--status-task-icon-blocked` token for red
bars and legends in Run Activity, Tasks by Status, Success Rate, and
priority charts.
- Align Recent Tasks live counts to the sidebar's right edge. Reveal the
ellipsis over a fading row surface on hover, keyboard focus, and while
its menu is open, without moving the label or count.
- Keep the ellipsis backdrop synchronized with the row background during
fade-out, using the actual sidebar surface in both themes to prevent a
darker flash.
- On coarse-pointer devices, reserve space for the always-visible
ellipsis and disable its fade so the live count remains readable beside
it.
- Order desktop dashboard Recent Tasks as status icon, task title, agent
avatar/name, 11px monospace task ID, then timestamp. In narrow cards,
keep the ID right-aligned beside the truncated title and place the agent
and timestamp on the second line.
- Give both dashboard lists the same 48px desktop rows, 24px leading
slots, 80px desktop task ID columns, and 64px right-aligned timestamp
columns. Use an 8px icon-to-content gap matching the task detail
heading. Narrow layouts use matching 76px rows with intrinsic-width IDs
on the title line; activity timestamps stay below.
- Order dashboard Recent Activity as actor avatar, actor name, verb,
task title, 11px monospace task ID, then timestamp. Use direct verbs
such as “Board read …” instead of “issue read marked”. Truncate titles
to preserve IDs and timestamps; keep full names and titles in tooltips.
- Use 12px task status icons in the top breadcrumb and Properties status
row. Keep the main task title icon at 20px.
- Reduce monospace task IDs to the 11px micro type token in breadcrumbs
and shared run cards, aligning them to the adjacent task titles' text
baseline while keeping status icons centered.
- Show the task title and identifier in one bordered row. Keep
missing-task links usable and show lookup failures.
- Remove the recovery chip and place the timestamp below the task row.
- Keep the link to all runs available when the dashboard has four or
fewer runs.
- Avoid transcript polling for compact cards.
- Fix bundled Inter font URLs and update the design guide and Storybook
fixtures.
- Cover run navigation, task status, failed lookups, shared icon sizes
and stroke, and reduced-motion-safe animation in tests.

## Verification

- Latest review fixes: targeted SidebarRecentTasks, SidebarNavItem,
StatusGlyph, StatusIcon, ActiveAgentsPanel, activity-format,
ui-font-assets, and Dashboard suites — 65 tests pass, including
read/unread verbs and reduced-motion-safe task animation.
- `pnpm --filter @paperclipai/ui typecheck` — passes.
- `pnpm check:token-gates` — all gates pass.
- `git diff --check` — passes.
- Related component suites passed during development: run cards, status
glyphs, breadcrumbs, issue properties, charts, sidebar navigation,
recent-task actions, and settings sidebar.
- Full repository `pnpm -r typecheck` and `pnpm build` pass on the final
commit using the temporary Rust toolchain. Storybook build passed
earlier in preparation.
- All CI gates pass on `c85e949b12b471d425d216caa609aee41dc58bde`: all
general/workspace and serialized server test shards, all three browser
shards, build/runner verification, typecheck/release registry, canary
dry run, policy, and security checks. The duplicate local `pnpm
test:run` was stopped after CI completed the same test suites; it is not
claimed as a completed local pass. The two Storybook jobs are skipped by
the configured draft-PR workflow.
- Greptile reviewed the final commit at 5/5 with no actionable findings
and zero unresolved review threads.
- Browser measurements at 1654px, 860px, and 390px confirm matching 48px
desktop and 76px narrow rows (plus 1px dividers), right-aligned IDs on
the title line, 64px timestamp slots, and no horizontal overflow. Narrow
Recent Tasks rows retain readable agent names below the title. Activity
reads as actor, verb, title, ID, time. Additional reference details can
expand an activity row.
- Verified three equal-width desktop charts with 16px gaps and aligned
outer edges. Chart blues, greens, and reds resolve to the matching
task-icon tokens.
- Verified real queued, running, succeeded, failed, cancelled, and
timed-out runs in the dev dashboard. Checked compact cards, task/run
links, timestamps, light/dark themes, and narrow layout.
- To inspect: open Dashboard, then Live runs. Both pages use the same
small cards. Open an agent header for run output, or the task row for
task details.
- Verified the updated spinner on the real dashboard cards, Recent
tasks, and task list. Checked actual SVG circle radius, rendered size,
and stroke width. Confirmed the spinner, nav dots, and Live labels
resolve to the identical blue-400 color in the dark-mode preview; light
mode uses their shared blue-600 token.
- Verified 12px computed width and height in the task breadcrumb and
Properties pane, the restored 20px main task icon, and 11px task IDs
with baseline alignment in the breadcrumb and shared dashboard/Live runs
cards.
- Verified the chart bar and legend resolve to the spinner color; Recent
Tasks counts align with Dashboard's count. Checked the fading ellipsis
overlay with keyboard focus and its open-menu state, then dismissed the
menu.

## Risks

- Operators must open run details to read output that was previously
embedded.
- Run outcomes are available in the header tooltip and run details
instead of a visible status chip. An in-progress task icon reflects task
status, independently of an individual run's outcome.
- Long names and task titles truncate within the compact layout. Full
labels remain available through links and tooltips.
- Font loading changes affect all UI text that uses the bundled Inter
font. The files remain served from the existing public fonts directory.
- No schema, API, adapter, or execution-policy changes.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with extended reasoning,
repository tools, code execution, and browser verification. The session
does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 17:02:40 -07:00
DottaandPaperclip ce09ea40b0 feat(ui): show one rolling runner activity per commentary group (#13255)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task chat shows commentary and runner activity as work proceeds.
> - The expanded activity list uses multiple text lines and an indented
rail.
> - The folded view can repeat reasoning and the current tool in
separate places.
> - This pull request shows one rolling activity between commentary
messages.
> - Users can open a group to follow its full history and inspect each
item.
> - The benefit is a compact feed with aligned icons and stable row
height.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The runner activity groups in task chat, during live work and in saved
history.

**Current behavior**

Activity is spread across a group summary, a reasoning ticker, and a
current-tool row. Expanded rows have different alignment and can span
several lines.

**Proposed behavior**

Keep one latest activity per commentary group. Roll new activities
upward. Keep each expanded history row on one line. Use neutral failure
text without an X icon. Keep the full details available by opening an
individual row.

**Additional context**

Refs: #13246. That open PR covers related folded activity, steering
timestamps, and status alignment. This change implements the separately
reviewed activity-group design, including animated replacement,
single-line expanded history, and neutral failures. It does not change
steering timestamps or status pills.

## What Changed

- Add a shared runner activity group with persistent expansion and
reduced-motion support.
- Use the group in the production runner turn and remove duplicate
narration and current-tool rows.
- Preserve commentary, plan cards, request receipts, and final-response
placement.
- Keep tool output, reasoning, research sources, file previews, and
failure details accessible.
- Render the production turn in desktop and mobile animated Storybook
fixtures.
- Add tests for animation identity, failure visibility, expansion
persistence, and timeline order.
- Validate resource link schemes and omit disclosure controls for items
with no details.

## Verification

- Focused activity, runner turn, protocol detail, and task-thread tests
pass: 161 tests.
- `pnpm check:token-gates` passes.
- Browser checks confirm a 32-pixel compact row, centered icons, and
one-line expanded rows.
- `pnpm -r typecheck` and `pnpm build` pass. The final UI build also
passes.
- Two real native Codex runs completed in an isolated local instance.
Each run created the expected file, performed separate delayed tool
calls, reported a deliberate missing-file failure, recovered, and
finished the task.
- Browser verification confirmed that the open three-row activity group
remained expanded after the second run moved into saved history. Saved
error output remained accessible without red styling or an X.
- The complete UI suite passes: 581 files and 5,979 tests.
- `pnpm --filter @paperclipai/ui build-storybook` passes for the final
production fixtures.
- Greptile rates the latest commit 5/5, with zero new comments and no
unresolved review threads. The security scan passes.
- All repository test shards pass in CI. The duplicate local `pnpm
test:run` was stopped after CI completed the full test coverage. The CI
build failed twice because the worker ran out of disk space compiling
the Rust runner tests (`No space left on device`, error 28). The build
and its aggregate verify gate remain blocked by CI capacity. GitHub
squash auto-merge is enabled and will wait for required checks to pass.

## Risks

- This changes presentation and disclosure behavior. Users open a group
to see earlier activity.
- Animation uses stable item IDs. A provider that replaces IDs can
trigger another transition.
- No API, database, or runner protocol contracts change.

> Reviewed `ROADMAP.md`. This improves an existing task-chat surface.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, code execution,
and browser testing. The runtime does not expose a more specific model
version or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 20:06:31 +00:00
DottaandPaperclip 063ba59ae3 Fix workspace-ready notice rendering (#12716)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The task thread shows user, agent, and control-plane messages.
> - Workspace-ready comments keep agent attribution for audit and
authorization.
> - These comments also have an explicit system-notice presentation.
> - The client used attribution before the presentation contract.
> - As a result, workspace-ready comments appeared as agent bubbles.
> - This pull request gives the system-notice presentation priority.
> - The benefit is a compact workspace notice with expandable details.

## Linked Issues or Issue Description

**What happened?**

The task thread showed a workspace-ready control-plane comment as a
normal agent message. The comment kept agent attribution for audit and
authorization, so the client did not use its system-notice presentation.

**Expected behavior**

The task thread must show a comment with the `system_notice`
presentation as a compact system notice. The user must be able to expand
the notice to inspect its details.

**Steps to reproduce**

1. Open a task with a workspace that becomes ready.
2. Wait for the control plane to add the workspace-ready comment.
3. Observe that the task thread shows the comment as an agent bubble
instead of a system notice.

**Paperclip version or commit**

`master` at `8eaa5caa0`.

**Deployment mode**

Local dev (`pnpm dev`).

**Agent adapter(s) involved**

Not adapter-specific. This is a core UI bug.

## What Changed

- Give the `system_notice` presentation priority when the task-chat
adapter selects the message kind.
- Pass the notice presentation data to the task-chat model.
- Improve the compact and expanded workspace notice details.
- Add component tests, adapter tests, and Storybook cases for workspace
notices.

## Verification

- `pnpm exec vitest run
ui/src/components/task-chat/task-chat-adapter.test.ts
ui/src/components/task-chat/TaskChatSystemNotice.test.tsx` passes 15
tests.
- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` passes 5,670 tests and reports four pre-existing
workspace-runtime failures. The same four failures reproduce when the
two unrelated server test files run alone. They do not use the changed
task-chat files.

## Risks

- Risk is low. Normal agent messages still use the agent presentation.
- A comment with an explicit system-notice presentation now uses the
compact notice renderer.
- Regression tests cover both paths.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI GPT-5 (`gpt-5`) through Codex. The agent used reasoning,
repository tools, and code execution. The runtime did not expose the
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 13:15:31 -05:00
DottaandPaperclip 42a4f5b15b feat(ui): advance single-choice questions on selection (#13234)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents ask structured questions in task threads and the composer.
> - The shared form shows one question at a time.
> - A single choice already completes an answer, but the form requires
another click on Next.
> - This pull request moves to the next question when the user selects
one option.
> - Multi-select and custom answers keep their Next step. The last page
keeps explicit submission.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The paged question form in the task composer and task interaction cards.

**Subsystem affected**

ui/ — React board UI.

**Current behavior**

The user clicks a single choice, then clicks Next to reach the next
question.

**Proposed behavior**

A single choice shows its checked state for 160 ms, then opens the next
question with an 80 ms fade. Reduced-motion mode skips the animation.
Multi-select stays on the current page until Next. Other stays open for
typing. The last question waits for Submit answers.

**Reason and benefit**

Remove an extra click from each single-choice question while preserving
explicit submission.

**Breaking changes**

Single-choice selection now changes the page. Answer payloads and APIs
do not change. The user can return to earlier answers with the previous
arrow.

**Additional context**

Related work: #12640 introduced the task workspace. No duplicate
auto-advance change was found.

## What Changed

- Confirm a single-choice answer with a brief radio animation and row
highlight, then fade into the next page and focus the new question.
- Use motion tokens for the 160 ms confirmation and 80 ms page fade.
Honor reduced motion and cancel pending advances when the user changes
direction or closes the form.
- Lightly highlight every selected row with a foreground tint that
remains visible against the composer in both themes, for single-select
and multi-select answers.
- Preserve multi-select, custom answers, back navigation, and final
submission.
- Ignore repeated number-key events and selection during an upload or
submission.
- Update composer and card tests. Add interactive and verified composer
stories to the existing interaction Storybook group.
- Document the Storybook scenario in the developer guide.

## Verification

- Focused composer, card, and motion-catalog tests: 121 passed,
including animation timing and cancellation.
- `pnpm check:token-gates`: passed.
- `pnpm build-storybook`: passed. Browser interaction story: passed with
the selection animation enabled.
- Selected-row refinement: 121 focused tests, token gates, and Storybook
build passed. Browser inspection confirmed row highlighting for
single-select and multiple selected checkboxes, plus light-theme
contrast.
- Manual browser check: select SQLite, select two features, click Next,
select Now, then submit. The summary contains every answer.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- All 31 remote checks passed on the latest commit (`04a3f3983`),
including typecheck, general and serialized tests, production
build/native-runner verification, canary validation, and browser tests.
Two optional Storybook deployment/visual jobs were skipped. Greptile
reviewed the same commit at 5/5 with no actionable findings. The
selected-row highlight refinement is included in that verification.
- Animation refinement: UI typecheck, UI build, token gates, and 121
focused tests passed.
- The broader UI run had 5,940 passing tests and three failures in
unchanged Inbox/IssuesList tests. Both affected suites passed in
isolation (73/73), including all three previously failing cases.
- The broad local `pnpm test:run` was stopped after reproducing the
native-runner failure below and after the full remote suite passed. It
is not a clean local full-suite result.
- Local runner limitation:
`server/src/services/native-runtime/native-session-resume.test.ts` has
one reproducible failure in unchanged code. The damaged-epoch recovery
test expects `run.attach requires a settled Codex provider session`; the
runner instead reports `semantic tool input content digest does not
match its transmitted input` at line 1019. After building the missing
fake provider with `pnpm --filter @paperclipai/paperclip-runner
build:rust`, the isolated suite has 36 passing tests and this one
failure. No server or runner files changed in this PR.

## Risks

- Selecting a single choice changes the visible question after a brief
checked-state confirmation. Back navigation preserves the choice so it
can be edited.
- The final page still requires Submit answers. Selecting Other still
requires text and explicit progress.
- No database, server, API, or dependency changes.

## Model Used

- OpenAI GPT-6 in Codex, with reasoning, code editing, terminal tools,
and browser verification. Exact serving revision 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
- [ ] 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 11:59:24 -05:00
DottaandPaperclip 018ca5daaf fix: verify ACP Stop and preserve safe continuation (#13119)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task controls coordinate provider execution and queued user
messages.
> - Stop could finish before an embedded ACP provider stopped its tools.
> - A later request could be held for reconciliation without a clear
task response.
> - A restored provider could also retain the stopped run's API
credential.
> - This pull request verifies provider termination and preserves safe
session continuation.
> - Operators can continue known-safe work and see why uncertain work
cannot start.

## Linked Issues or Issue Description

**What happened?**

Stop could leave an embedded ACP provider running. A queued follow-up
followed by “go” could fail before it reached the provider. Task chat
could show a generic missing-response message. Even a restored session
could use the previous run's credential and fail its task update.

**Expected behavior**

Stop waits for confirmed provider termination. A later explicit wake
continues the same compatible session only when recorded actions have
known outcomes. It carries pending comments and the current run's
environment. Uncertain actions retain a visible reconciliation hold.
Composer Stop preserves the existing pause rule: conversation can
continue while paused, but task work requires Resume.

**Steps to reproduce**

1. Start an embedded ACP task.
2. Send a second request while the provider is running.
3. Interrupt the run, then send “go”. Also test composer Stop followed
by Resume work.
4. Check that the request is delivered once and that the provider can
complete the task through the current run's API credential.
5. Repeat with an unfinished write. Confirm that the write stops and
that further execution stays blocked with a visible reason.

**Paperclip version or commit**

Built from source on master at `3bc60dd8b` plus this branch.

**Deployment mode**

Local source build with an isolated embedded PostgreSQL instance.

Refs #11183. Refs #12552. Those changes address recovery after operator
cancellation. This change also covers embedded ACP termination, session
proof, pending-comment delivery, and task feedback.

## What Changed

- Propagate Stop into embedded ACP and wait for bounded adapter cleanup
and provider exit. Retain the actual ChildProcess object for forced
termination on all platforms; never signal a recycled numeric PID.
- Preserve interrupted checkpoints only for acknowledged, local,
persistent sessions with settled reads or no tools. Keep writes,
incomplete actions, and forced termination blocked.
- Restore the same compatible provider session with the current run's
environment. Reject fresh-session fallback for an interrupted
checkpoint.
- Adopt pending comments on the next explicit wake. Stop alone does not
dispatch them.
- Share the execution-blocker rule across dispatch, Resume, and task
detail. Show Stopped or Couldn't start with the recorded reason. Resolve
the stopped agent for the run link, including reviewer runs.
- Keep execution reconciliation holds intact when generic recovery sees
queued comments or healthy child tasks.
- Add process, service, component, and browser regression coverage. Fix
disposable database cleanup and React test settling exposed by the full
suite.

## Verification

- Passed `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed all three `acp-stop-continuation.spec.ts` browser journeys.
They use an actual ACP child process and require task completion through
the agent API.
- Passed 165 adapter execution, operator-stop, and child-process control
tests, 17 queued-comment route tests, and 65 tests in the two adjusted
UI suites. Earlier focused recovery, heartbeat, and task-control tests
also passed.
- Manually used the browser to queue a request, Stop, send “go” while
paused, and Resume. The same session answered once and moved the task to
Done with the current run's credential.
- Manually interrupted an unfinished write. Its file size stayed fixed
for five seconds. “Go” showed the reconciliation reason and did not
start another provider prompt.
- Separate live Claude ACP smoke checks confirmed that Stop ended a
disposable local write and that a no-tool interruption could resume the
exact provider session. The browser fixture does not call Drive or
another external app.
- Passed all 5,615 UI tests and 3,090 other workspace tests. The CLI and
general server groups pass with targeted retries: two transient server
failures passed together on retry, and two embedded-database startup
failures passed after removing abandoned shared-memory segments from
this task's completed browser fixtures. All 144 serialized server suites
completed, with 2,189 tests passing after two transient HTTP socket
failures passed on retry.
- Passed all 135 heartbeat process/recovery tests, including a
deterministic regression that failed before the recovery-sweep fix.
- Passed 18 dispatch integration tests, including stopped-reviewer
links, company boundaries, and malformed run IDs.
- Greptile is 5/5 on `7dd170d83`, with zero unresolved review threads.
The security scan and all required CI gates pass for the same commit.

## Risks

- Safe continuation depends on complete tool reporting and a restorable
local provider session. Unknown outcomes remain blocked and require
reconciliation.
- Provider cleanup can take time. A timeout does not grant replay
permission.
- The change adds optional adapter context fields and an optional issue
projection. It does not change the database schema or require a
migration.
- Test cleanup truncates company data only in a disposable test
database.

## Model Used

OpenAI GPT-6, running as Codex with repository tools, code execution,
and browser interaction. The runtime does not expose a more specific
model deployment ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 22:06:06 -05:00
scotttong 2d45f42e47 fix(ui): refine mobile task surfaces (#13122) 2026-09-09 16:35:38 -07:00
DottaandPaperclip cd4c4ed205 fix(ui): stabilize task loading and live feeds (#13095)
Coordinate initial conversation reveal, preserve message identity and reading anchors during live updates, and bound transcript reads with recoverable retries. Cover desktop/mobile navigation and rich task loading with actual-route browser tests.

Verified all Linux CI gates, 5,575 local UI tests, eight layout browser scenarios, and recorded native Codex walkthroughs. Greptile: 5/5; all review findings resolved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 10:00:37 -05:00
5acf56658b feat(onboarding): first task opens as a chat with a chief of staff (#13068)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Onboarding ends by handing a new user to their first agent on a
seeded first task
> - Today the wizard asks for a mission up front, the UI composes what
the agent is told, and the agent starts running before the user says
anything
> - New users get a cold, ticket-shaped start, and nobody can edit the
agent's brief or persona without a code change
> - This pull request makes the first task a short chat: a four-step
wizard, a chief-of-staff persona, a greeting plus a two-option opening
card, server-owned markdown texts, and no run until the user answers
> - It also gives question cards one consistent action row (Cancel /
Skip / Next), makes agent hires idempotent within a run, and turns the
Paperclip Runner flag on by default for self-hosted instances
> - The benefit is a first run the user steers, with texts a board
operator can edit as markdown

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The feature request
fields follow.

Related PRs and issues:

- Refs #11043 — an earlier draft of the first-task onboarding
experience. This PR supersedes it.
- Refs #11280 — a report about the onboarding first-task route test.
This PR extends that test file.

### Subsystem affected

Onboarding wizard, the seeded first task and its texts, task-chat
question cards, agent hiring, and the instance experimental settings.

### Problem or motivation

The onboarding wizard collects a mission through two extra steps and a
questionnaire. The UI then composes the first agent's instructions and
the first task description from those answers. The first task wakes the
agent at once, so the agent runs and posts before the user types a word.
Board operators cannot change the greeting, the brief, or the persona
without editing TypeScript. Question cards in chat behave differently
per adapter, and a single-select pick submits on click. A misread hire
response could create a duplicate agent that the creating agent cannot
remove.

### Proposed solution

Reduce the wizard to four steps and stop the UI from authoring agent
texts. Move the greeting, the brief, the chief-of-staff persona, and the
opening question into markdown and JSON files that the server loads at
runtime. Seed the persona onto the first agent through an explicit hire
marker. Do not wake the first task until the user answers the opening
card or types. Give every question card the same Cancel / Skip / Next
actions. Add an experimental toggle that switches the single-task
proposal between one confirmation card and a plan document with a
checkbox card. Make agent hires idempotent within a run.

### Alternatives considered

- Keep the mission questionnaire and feed it into the brief. Rejected:
the agent asks better questions in chat, and the wizard gets shorter.
- Keep the first task open-ended with a plain composer. Rejected: a
two-option card gives the user a clear first move.
- Derive the plan-document behaviour from the user's intent only.
Rejected in favour of an explicit experimental toggle so operators can
choose.
- Key the "pick does not submit" behaviour off the presence of a submit
label. Rejected: several adapters set a submit label on single-select
cards, and their cards would change behaviour.

### Roadmap alignment

`ROADMAP.md` lists no planned core work on onboarding or the first task.
This change refines the existing flow and does not duplicate planned
work.

## What Changed

- Wizard: four steps (Name your organization, Create your first agent,
Connect a model, Review). The front door and both mission steps are
removed with their state and saved-progress keys. The UI no longer
composes the first agent's instructions or the first task description.
- Server-owned texts: the greeting, the brief with two proposal
variants, the chief-of-staff persona, the opening question, and a README
live in `server/src/onboarding-assets/first-task/` and load at runtime.
The create route stores the assembled brief and ignores any client
description.
- Persona seed: an `onboardingFirstAgent` marker on the hire lets the
server seed the chief-of-staff persona over the first agent's entry
file. Board-authored hires only. The persona tells the agent the hire
response shape and to list agents before it acts on an unclear result.
- No auto-run: the first task does not queue an assignment wake. The
stranded-assignment reconciler leaves it idle until a user comment or an
answered card exists.
- Opening card: the server seeds an `ask_user_questions` card right
after the greeting with two options: "Interview me and propose a plan
and an agent team to execute it." and "I have a task in mind" with free
text. Answering wakes the agent.
- Experimental toggle `enableFirstTaskPlanProposal` (default off): the
single-task proposal is one confirmation card, or a plan document plus a
checkbox card when on.
- Question cards: every `ask_user_questions` card renders Cancel, Skip,
and Next (the submit label on the last question). Skip hides on required
questions. Picking an option no longer advances or submits by itself.
- Wizard guards: the dashboard's agentless offer ignores a cached empty
agent list while a refetch is in flight. The hire step adopts an agent
that already carries the typed name instead of hiring "Name 2".
- Agent hires are idempotent within a run: a retry of the identical
request under the same run id returns the existing agent with `200` and
`idempotent: true`. The fingerprint covers the whole validated request,
so a corrected payload is a new hire. Lookup, create, and activity
record run under one lock per company and run, so overlapping retries
cannot both create.
- The Paperclip Runner experimental flag defaults to on for self-hosted
instances. Cloud keeps its declared default: a managed instance whose
tenant row and managed overlay omit the flag resolves it to off.
- Question cards: a send that finds an earlier required answer missing
returns to that question with a message instead of failing silently.
- The two onboarding e2e specs follow the new wizard: the front door and
growth intake shots are gone, and the planning-mode spec dismisses the
opening card before it reads the composer.
- Docs: `docs/board-operator/editing-first-task-texts.md` explains how
to edit the texts and the toggle.

## Verification

Commands, run from the repo root:

```
pnpm -r --filter './packages/*' --filter '!@paperclipai/paperclip-runner' build
pnpm --filter ./packages/shared typecheck
pnpm --filter ./ui typecheck
pnpm --filter ./server exec tsc --noEmit
pnpm check:token-gates
pnpm --filter ./ui exec vitest run OnboardingWizard onboarding QuestionForm InteractionCard ProtocolCard TaskChatComposer Dashboard feature
PAPERCLIP_IN_WORKTREE=false pnpm --filter ./server exec vitest run onboarding-first-task heartbeat-process-recovery agent-hire-idempotency instance-settings agent-skills-routes issue-onboarding onboarding-greeting --testTimeout=90000
```

Results on this branch:

- Typecheck is clean for shared, ui, and server.
- Token gates: 4 of 4 clean.
- UI: 344 tests pass across 23 files.
- Server: all suites pass. The first test in `agent-skills-routes` has
its own 10 s cap and needs about 15 s on my laptop for the app cold
start. It passes with a longer cap. This PR does not change that cap.

Manual steps on a dev instance:

1. Open `/onboarding`. Confirm four steps: Name your organization,
Create your first agent, Connect a model, Review.
2. Finish the wizard. Confirm the first task shows the chief-of-staff
greeting and the opening card with two options. Confirm no run starts.
3. Pick "Interview me…". Confirm no run starts. Press Continue. Confirm
a run starts and an interview card of 3–4 questions arrives.
4. On a fresh organization, pick "I have a task in mind", type a task,
and press Continue. Confirm a proposal arrives as one confirmation card.
5. Turn on Settings → Experimental → "First task: propose with a plan
document" and repeat step 4. Confirm a plan document and a checkbox card
arrive.
6. Visit the dashboard after the hire. Confirm the wizard does not
reopen and one agent exists.
7. Open any question card. Confirm Cancel returns the plain composer
with the card still pending, Skip advances an optional question, and
Next moves to the next question.

Design reference with flow diagrams, chat mock-ups, and live captures:
https://pages.paperclip.ing/first-task-flow/proposed/

## Risks

- `pnpm dev` now builds the runner daemon because the Paperclip Runner
flag is on by default. Developers without a Rust toolchain must set
`PAPERCLIP_RUNNER_BINARY` or turn the flag off. Self-hosted instances
that never set the flag now let qualified agents use the runner.
- The wizard drops the mission steps and their saved-progress keys. A
user who is mid-wizard on an older build restarts at step 1 after an
upgrade. Existing organizations are not touched.
- The first task no longer runs on its own. A user who neither answers
the card nor types sees no agent activity. This is intended.
- The persona seed applies only to hires that carry the marker from the
wizard. API hires are unchanged.
- Hire idempotency is scoped to one run id and to the exact request.
Retries across runs, or with a changed payload, still create a second
agent. The lock is per server process, which matches how an instance
serves its API.
- Single-select question cards no longer submit on pick. Users of
adapters that relied on that behaviour now press Next.
- No database migrations.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Claude (Anthropic) through Claude Code. `claude-fable-5-1` with
extended thinking, tool use, and code execution wrote most commits.
`claude-opus-4-8` wrote the toggle, texts, wizard, and idempotency
commits, as the `Co-Authored-By` trailers show.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-09-08 20:19:14 -07:00
DottaandPaperclip ebaeba40ee feat: simplify agent onboarding and configuration (#13011)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create agents and configure their runtimes in the board
UI.
> - The old creation flow presents several choices and a large form
before an agent can start.
> - The existing onboarding controls already provide clear provider
connection steps.
> - This pull request uses those controls in a new-agent wizard and
organizes the full configuration pages.
> - Operators can connect, test, save, and assign a first task while
keeping the existing configuration tools.

## Linked Issues or Issue Description

Related: #10974. That earlier open PR also reorganizes agent
configuration. This PR follows the reviewed Storybook designs for agent
creation and the current configuration tabs.

**What existing behavior does this improve?**

Agent creation, provider connection, runtime tests, and full agent
configuration.

**Current behavior**

The creation dialog leads to a large manual configuration form. Provider
login controls differ from onboarding. Environment variables and secret
access appear in separate places.

**Proposed behavior**

Choose a name and adapter. Connect Claude or Codex through the existing
onboarding controls. Configure and test the runtime, save the agent, and
open a task dialog with that agent assigned. Use the same design on the
existing configuration tabs.

**Reason and benefit**

The first setup asks for fewer decisions. The full editor keeps
instructions, skills, runtime controls, secret access, permissions,
keys, and revisions available in clear sections.

**Breaking changes**

The board creation and configuration layouts change. The
test-environment API adds an optional, allowlisted `testCredentials`
field for one-shot probes. Database contracts stay the same. Native ACPX
tests now reject unsupported local platforms before a CLI login can mask
the runtime restriction.

## What Changed

- Added a new-agent wizard with numbered steps, adapter branding,
provider connections, editable model choices, runtime tests, and
confirmation.
- Added Codex app-server, Claude ACPX, and OpenCode runner choices.
- Stored API credentials through existing secret APIs and persisted
references in agent configuration. New setup keys are isolated from
credentials used by existing agents.
- Preserved external-agent invitations beside the wizard, including
optional messages, one-time prompts, and clipboard fallback.
- Added OpenRouter provider and secret bindings for Pi and OpenCode.
- Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi,
and Hermes. Cursor Cloud keys are saved as new organization secrets.
- Fixed Cursor Cloud repository field mapping, omitted empty remote
environment values, and added useful model and repository error
messages.
- Preserved complete MCP assignments when multiple valid profiles
contain more than 250 tools in total. Generated profiles retain exact
tool selectors.
- Added service branding and deployment-aware adapter choices. Cloud
setup offers Claude, Codex, and OpenCode; local native runners require
the experimental setting.
- Made the agent list responsive at intermediate widths.
- Applied the reviewed design to the real agent configuration pages.
Kept the instruction editor, skills, and existing mutations.
- Combined secret access and environment variables under one Save and
Discard action.
- Added interactive Storybook screens for setup, configuration,
confirmation, authentication, and test results.
- Fixed Pi provider-error parsing and thinking-effort persistence.
Native ACPX validates Linux x64 on the actual local, SSH, or sandbox
target.
- Redacted the complete transient probe-credential field from HTTP error
logs, including rejected provider names.

## Verification

- Current head `df0292fe6` has a fresh Greptile 5/5 review with no
unresolved findings. All 31 executed CI checks passed, including the
aggregate verification gate and all browser E2E shards. Storybook visual
regression is skipped by its workflow; the local Storybook build passed.

- Browser tests completed real assigned tasks with direct Codex, Claude,
OpenCode, Pi, and native Codex.
- Verified external-agent invitation generation and automatic prompt
copying in the live browser.
- Pi and OpenCode used an existing OpenRouter secret. Browser checks
covered save and reload, instruction edits, skill selection,
environment-variable Save and Discard, and assigned task creation.
- Invalid Claude API credentials remained on the connection step with an
error. A live Pi/OpenRouter invalid-key probe returned a provider
failure and left the user-secret inventory unchanged (zero entries
before and after).
- Full workspace typecheck and build passed after rebasing onto current
master. After review fixes, server and UI typechecks, token gates, and
the full build passed again. Storybook built successfully.
- All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter
regressions passed all 24 tests. Review regressions passed 69 server
tests and all 18 agent-list tests.
- The local full test command ran 6,971 general server tests
successfully. Editing review fixes during that long run caused nine
tests to use stale modules; fresh isolated runs passed. An unrelated
embedded-Postgres fixture hit the host shared-memory limit; its 15
affected tests passed when the fixture groups ran separately.
- Local workspace groups passed after rerunning 18 CLI tests
sequentially to avoid host database limits and parallel-load timeouts.
The local full command stopped at the general server phase, so
serialized server verification comes from the five passing CI shards.
- Browser testing at 390px confirmed that the agent action menu opens
and the page has no horizontal overflow. CI browser E2E shards passed.
- Review the `Onboarding / New agent` and `Agents / Configuration
refresh` Storybook groups. In the real app, create an agent, run its
connection test, save it, assign a task, and reload its configuration.

## Risks

- This changes the main agent setup and configuration UI. Regression
tests cover routing, persistence, secret bindings, and form actions.
- Native Claude ACPX requires Linux x64. Direct Claude works on macOS.
Remote checks execute a bounded platform probe and reject unsupported or
unverified targets.
- A native OpenCode task reached the provider context limit because of
its tool payload. Its provider connection test passed. Direct OpenCode
completed a task. This existing native execution limit is not fixed
here.
- Claude and Codex connection keys use the existing user-secret store.
Other runtime setup keys use distinct organization secrets. Existing
credentials are never rotated. Probes do not store entered keys. Failed
agent creation removes newly staged credentials.
- Cursor Cloud has not completed a live task. Its authenticated account
still needs GitHub repository access. The live run passed MCP
provisioning, remote environment validation, and explicit Auto model
selection before the repository prerequisite blocked execution.
- Generated runtime MCP profiles can exceed the public profile-edit
request limit. They still contain exact catalog selectors and preserve
permission boundaries.
- No database migration, dependency, lockfile, or workflow changes are
included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser automation. The runtime did not expose the exact
model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 14:22:32 -05:00
DottaandPaperclip 932ddb7b37 feat: browse GitHub repository access across organizations (#12998)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub connections give agents access to approved repositories.
> - One GitHub identity can use installations across several
organizations.
> - The permissions page linked to one installation and showed an
unfiltered list.
> - Users could not easily find another organization or inspect a large
selection.
> - This change adds account filtering, search, and access configuration
links.
> - Users can inspect repository access in one compact view.

## Linked Issues or Issue Description

Refs #12993. Related repository-catalog work in #11228 and #11234 was
checked. This change only improves the existing GitHub connection
permissions page.

**What existing behavior does this improve?**

The GitHub connection permissions page and its repository display
metadata.

**Current behavior**

The page links directly to an existing installation. The repository list
has no account filter, search, height limit, or private-repository
marker. Refresh access occupies a separate section.

**Proposed behavior**

Show all authorized repositories by default. Filter by account or
organization and search by name. Open GitHub's account chooser to
configure access across organizations. Show GitHub icons and
private-repository locks. Keep refresh beside configuration and limit
the visible list to about ten rows.

**Reason and benefit**

Users can find repositories across organizations and configure missing
access without creating another GitHub identity. Large repository lists
no longer fill the page.

**Breaking changes**

None. Repository display metadata gains an optional private flag. Older
snapshots remain valid and gain the flag after access refresh. No SQL
migration is required.

## What Changed

- Add an All accounts view, account filter, search, and empty states.
- Link both configuration controls to GitHub's app account chooser.
- Place an accessible refresh icon beside the configuration button.
- Keep the repository heading and list in one section.
- Add GitHub icons and private-repository locks.
- Cap the scrollable list at ten rows using a design token.
- Persist GitHub's private flag only when the provider returns a
boolean.
- Recover missing legacy app configuration from GitHub installation
metadata.
- Update tests and the GitHub connection runbook.

## Verification

- Focused tests passed: 54 permissions-page tests and four GitHub
metadata tests.
- UI and server typechecks passed before submission. Token gates passed.
- Browser checks verified account filtering, search, empty results, and
the configuration destination.
- The live list contained 40 repositories. Its final height was 272
pixels, which fits ten single-line rows with gaps. Scrolling retained
all rows.
- A live access refresh populated 30 private-repository lock icons from
GitHub metadata.
- Full workspace typecheck and build passed. The broad local suite
stopped in the general-server group with 18 failed files. Failures
include macOS temporary-path handling and embedded PostgreSQL startup.
That run also overlapped the legacy fix and retained a stale GitHub
module; the final focused run passed all 58 tests. Clean-runner CI is
tracked separately.
- Latest-head review is 5/5 with the legacy chooser finding resolved.
All CI checks passed on commit
`0ff2b63f348f5c87d8b7df6e43388f60f5d872d9`, including build, typecheck,
all test shards, browser tests, and canary dry run.

## Risks

- Older repository snapshots lack visibility metadata until refreshed.
Unknown visibility does not display a lock.
- The account filter lists authorized installation owners. Users add
other organizations through GitHub's chooser.
- Filtering changes only the displayed list. GitHub remains
authoritative for repository access.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and
browser tools were used. 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 (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>
2026-09-07 10:01:58 -05:00
Tonio 539c9212f4 fix(onboarding): keep the pasted code on screen, and make the auto-copy real (#12921)
The Claude card cleared its field the instant the paste was submitted, so the code appeared and vanished in the same breath and the seconds that followed had no feedback at all - it read as the paste having been dropped. The code stays now; the field is disabled and the step's button carries the status. Scoped to the onboarding chrome: the panel in the agent form stays open long after its login and has its own status area, so clearing is still right there.

The OpenAI card's auto-copy took its latch before the attempt rather than on success, so the first refusal was permanent - and the first attempt is the one most likely to be refused, since it fires while the card is still arriving. It also ran with an empty code on the paths where the row renders before the server's one-time prompt has a value, which wrote nothing and then said Copied! over whatever the clipboard already held. It now waits for the document to have focus, retries when focus returns, guards against a second attempt while one is in flight, and only latches once a write has actually landed.

The arc's question is a quarter larger, 36px to 45px, as a token with its own leading. paperclipai/paperclip-cloud#400 moves the signup wizard's matching heading by the same quarter - the two flows are pinned to each other on purpose.
2026-09-06 09:02:21 -07:00
Tonio f2349990cc feat(onboarding): the connect step's sign-in as one continuous sequence (#12863)
Picking a source starts the sign-in: the row collapses to the answer, the card opens where the credential link was, and the footer button walks Sign in -> Waiting for code -> Connecting before the step advances. Back unwinds it a beat at a time.

Nothing mounts to change layout - the card and the link are always rendered and their heights animate, with inert holding the a11y line - because a mount changes the page in one frame and no easing can smooth a step already taken.

Review fixes in the same branch: the displayed-code panel now reports its prompt upward (the OpenAI path could not leave the loading beat without it), the two-second hold is a cancellable beat rather than a dropped timer, unwinding a sequence that never opened a card no longer starts a login to cancel it, and the key field regains focus-on-open.
2026-09-04 17:48:16 -07:00
5b56d430e9 feat(ui): refine core navigation and task detail (#12854)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The main navigation and task detail view are core operator surfaces.
> - Several controls used different hover states, popover layouts, and
spacing rules.
> - Recent task actions also needed a compact menu and correct inbox
archive behavior.
> - These differences made the interface feel inconsistent and caused
some content to look crowded or clipped.
> - This pull request aligns these surfaces with the Paperclip design
tokens and current interaction patterns.
> - The benefit is a simpler and more consistent operator experience in
light and dark modes.

## Linked Issues or Issue Description

**What happened?**

Profile and organization popovers used inconsistent layouts. Navigation
controls used different hover and selected backgrounds. Task warnings
and the composer could crowd nearby content. Archiving a recent task
could also remove it from more than the inbox.

**Expected behavior**

Popover menus should use the same compact visual language. Navigation
controls should share readable hover and selected tokens. Task detail
content should keep consistent spacing. Archiving should hide a task
from the inbox while keeping it in the task list.

**Steps to reproduce**

1. Open the main sidebar in light or dark mode.
2. Open the profile and organization menus.
3. Hover navigation items, the organization trigger, the profile
trigger, and the feedback flag.
4. Open a task with a warning banner and a long thread.
5. Use the recent task overflow menu and archive a task.

**Paperclip version or commit**

Reproduced on `master` before this branch.

**Deployment mode**

Local dev (`pnpm dev`).

## What Changed

- Rebuilt the profile and organization popovers with compact token-based
layouts.
- Matched organization popover width and alignment to the profile
popover.
- Unified sidebar hover and selected states in light and dark modes.
- Added a recent task overflow menu with rename, archive, and pause or
restart actions.
- Kept archived tasks in the task list while removing them from the
inbox.
- Improved warning banner and composer spacing in task detail views.
- Added and updated focused UI tests for the changed behavior.

## Verification

- `pnpm check:token-gates` passed.
- `pnpm --filter @paperclipai/ui typecheck` passed.
- The seven affected UI test files passed with 216 tests.
- `pnpm --filter @paperclipai/ui build` passed.
- GitHub CI passed the full build, typecheck and release registry,
general test, serialized server, canary dry-run, and end-to-end
matrices.
- Greptile reviewed commit `6e296be85` at 5/5 with no outstanding
actionable findings.

## Risks

- Risk is limited to sidebar presentation, recent task actions, and task
detail layout.
- The recent task archive action now follows inbox-only archive
semantics.
- No database schema or public API contract changed.

> I checked [`ROADMAP.md`](ROADMAP.md). This pull request does not
duplicate planned core work.

## Model Used

- OpenAI Codex, GPT-5.6. The model used high reasoning, tool use, and
code execution. The 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 (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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 16:15:21 -07:00
Tonio 9ef3b087c1 feat(onboarding): round-4 corrections to the connect and agent steps (#12796)
Reads the connect and agent steps from the design's own values through the
Figma MCP rather than measuring an export, which corrected the arc column
inset (433px content, 64px inset — `--sz-68px` goes with the mismeasurement
it was minted for) and restored the selected tile's border alongside its
fill.

Round-4 items: sources named for the provider you sign in with, OpenAI's
mark inlined so it can take `currentColor` on a light tile, monochrome
autofill via `box-shadow` (Chrome ignores `background-color`), and the
agent step's placeholder.

Also wires `MODEL_SOURCE_NAMES`, which was added for the rename and never
read — the tiles kept passing the display registry's label, so the step
still showed "Claude Code" and "Codex" under a heading asking which
provider you are signing in to. Covered by a test that fails on the
unwired version.
2026-09-03 20:52:31 -07:00
scotttong 597fd63b61 feat(ui): add streamlined navigation foundation (#12746) 2026-09-02 23:55:43 -07:00
TonioandClaude Fable 5 141c5b1340 feat(onboarding): Figma pass over the tenant arc (#12726)
Takes the four tenant onboarding steps to the design, and makes the model
choice explicit.

**Nothing is preselected on the connect step.** It arrived with a source
already chosen, which made the row read as a confirmation rather than a
question and let a customer pass the step having touched none of it. The
step now opens unanswered and cannot advance until a source is selected in
the visible row.

Two defects fell out of that, both found by Greptile in review:

- A saved draft can name an adapter the row does not show — one the registry
  dropped, or one in the advanced list. The gate asked `sourcePicked`, which
  only means "a draft named something", so Next stayed live on a step that
  had visibly asked nothing and would hire against the hidden name. It now
  asks `sourceSelected`, read off the visible row, and the snap that replaces
  an unofferable adapter clears the pick rather than presenting its
  replacement as chosen.
- Cmd+Enter bypassed that gate entirely, because the condition was written
  out twice and drifted. Both paths now ask one predicate.

Also: selection is a fill rather than a border; the input canvas opens only
for a chosen source; the close control is gone from every step (nothing
downstream of the connect step works until a model is connected); the arc
draws to the design's 424px column with a filled 44px name field; the CTA
reads "Next" through the arc and "Get started" at the end; the login spinner
reads "Preparing..."; the OAuth panels number their fields and show the URL
above the code.

Storybook: the arc stories waited for a button named "Connect" and had been
silently rendering the wrong step since the CTA was renamed. They now wait on
the destination heading. Three e2e specs had the same fault and now select a
source before advancing.

One test was removed rather than replaced — `hydrates again when the same
company comes back through onboarding` drove the close control, and three
substitutes each passed against a wizard with the behaviour deleted. The
reason is recorded where it stood.

Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for
"create a new organization", and with no exit an existing user who changes
their mind is trapped.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-09-02 12:19:15 -07:00
TonioandClaude Opus 5 42c6f8a424 Onboarding: model source tiles, one input canvas, and Storybook coverage for the agent arc (#12613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet it through onboarding, whose last three steps run
inside the tenant: create an agent, connect a model, review
> - The connect step is the one that decides whether the agent can run
at all, and it had drifted — three contributors changed it in parallel,
and its visual language no longer matched the rest of the flow
> - It also could not be looked at without a provisioned stack, so
defects in it were only found by walking a real signup, and the review
step behind it could not be reached at all when it failed
> - This pull request brings the visual work onto the sign-in behaviour
that already shipped, and adds Storybook coverage for all three steps
> - The benefit is that the step is easier to read, and that it can now
be inspected and driven before it ships rather than after

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The onboarding connect-a-model step. It presented the model choice as a
dropdown plus an "Advanced settings" disclosure, and put each credential
type in a different place, so the controls below moved whenever the
choice changed.

**Subsystem affected**
Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and
its Storybook coverage.

**Current behavior**
The step offered every registered adapter through a disclosure.
Credential entry appeared in a different shape per source. None of the
three agent-arc steps could be rendered outside a provisioned cloud
stack, so the sign-in panel and the review step were only reachable by
walking a real signup.

**Proposed behavior**
Two brand tiles for the recommended sources, a link that switches
between subscription and API-key credentials, and one canvas that holds
whichever input the current choice needs. Storybook stories mount the
real wizard against fixtures and walk it forward, so every step and its
states can be inspected locally.

**Reason and benefit**
The step reads as one decision rather than three scattered ones, and its
furniture stays still while the choice changes. The stories mean a
regression in it is visible before release instead of during a signup.

**Breaking changes**
No API or schema change. One behavioural narrowing, described under
Risks.

## What Changed

- Replaces the adapter dropdown and "Advanced settings" disclosure with
`ModelSourceTiles` — brand tiles for Claude Code and Codex.
- Adds `CredentialModeLink`, a text toggle between subscription sign-in
and API keys, replacing the disclosure.
- Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or
the API-key field and resizes between them, so the Connect button below
does not move.
- Keeps the existing sign-in behaviour unchanged. `AgentConfigForm`
changes are presentation only — the provider name in the title, the CTA
wording, and `space-y` to `gap`. No change to the login mutations,
queries, or session handling.
- Restores the sleep marks on the dormant agent for the two steps before
the hire.
- Adds Storybook stories for all three agent-arc steps, with fixtures
for the environments, auth signal, both adapters' login flows, and the
hire.
- Copy: names the provider being signed in to ("Sign in to
Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name
helper text.

## Verification

- `pnpm vitest run src/components storybook` in `ui/` — 139 tests over
the touched suites, 1986 across `src/components`.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back
button, steps 2 and 3 do.
- The sign-in gate: on `Connect a model`, press Connect without signing
in. It holds on step 2 and reports "No working authentication was
found." On `Review`, which fixtures an authenticated signal, Connect
reaches the review step.
- Both providers' login flows: press Sign in on the Claude tile for the
authorization URL and browser-code field, and on the Codex tile for the
device URL and code.
- The Claude sign-in was also walked end to end on a staging tenant,
including the OAuth redirect and pasting the code back.

## Risks

- **Onboarding now offers two model sources instead of every registered
adapter.** `ModelSourceTiles` is fed the `recommended` set, which is
`claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode
and Paperclip Runner are no longer selectable *during onboarding*. This
is deliberate. The full list is unchanged in agent settings, which is
where an adapter can still be switched after the agent exists, and
adding a source back is one `recommended: true` in
`adapter-display-registry.ts`. Flagging it because it is the one
behavioural narrowing here and it is not visible from the diffstat.
- The API key entered on this step is held in component state and
deliberately never written to the onboarding draft, because that draft
is `localStorage`. A customer who leaves mid-step re-enters the key;
that is the intended trade.
- Storybook-only risk: the fixtures now answer the environment test from
the story's auth state. If a future change moves the hire's gate off the
`adapter_auth_missing` check code, the stories would keep passing while
the product regressed. The gate is asserted in the adapter packages' own
tests, not here.
- Motion changes are low risk and reversible: the input canvas animates
its contents only, and its container was deliberately left unanimated
after an animated wrapper clipped the sign-in panel.

## Model Used

Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the Storybook stories.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-01 09:57:46 -07:00
Dotta 131f5c4065 feat(runner): add administration and observability (#12641)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Administrators need bounded controls for experimental native
execution.
> - The lower stack adds remote Codex execution and the task workspace.
> - Operators need to configure Codex safely and inspect provider
traces.
> - Unsupported providers must not appear as runnable choices.
> - This pull request adds Codex-only administration and observability.
> - The benefit is a default-off operational surface for production
diagnosis.

## Linked Issues or Issue Description

Refs #12640.
Refs #12616.
Refs #12352.

**Subsystem affected**

Agent configuration, instance experimental settings, run ledger,
provider trace inspector, and administrator actions.

**Problem or motivation**

The native runner lacks one safe operator surface for Codex permissions,
lifecycle, raw trace capture, and run inspection. The integration branch
also contains provider choices that the production backend cannot
execute yet.

**Proposed solution**

Expose only the qualified Codex controls. Keep Paperclip Developer Mode
and runner preview ingress off by default. Gate raw trace actions by
administrator access and existing trace authorization.

**Alternatives considered**

Exposing unfinished providers would create configurations that fail at
runtime. Always-on tracing would increase sensitive data and storage
risk.

**Roadmap alignment**

This work supports governed Cloud and Sandbox agents and production
diagnostics.

## Stack

- Base PR: #12640.
- Lower PRs: #12639 and #12638.
- This PR contains only its 54-file administration and observability
delta.
- This is the final feature PR in the Codex production stack.

## What Changed

- Added Codex-only Paperclip Runner permission and lifecycle controls.
- Added bounded warm idle configuration.
- Kept the provider field fixed to Codex.
- Added administrator-only one-run raw trace requests.
- Added a persistent future-run raw trace toggle.
- Added trace status, metadata, ledger, and canonical runner inspection.
- Added JSON-RPC request-origin grouping and finalization lineage.
- Restored the stateful PRP transcript parser and focused projection
tests required by trace inspection.
- Added default-off Paperclip Developer Mode.
- Added Honeycomb run links for authorized developer mode.
- Disabled the legacy operational skill for `paperclip_runner`.
- Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner
choices.
- Did not change migrations, workflows, dependencies, or
`pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, server tests, repository typecheck,
build, browser tests, security, and policy gates.
- Tests cover Codex configuration defaults and bounds, administrator
trace actions, persistent settings, ledger inspection, trace lineage,
and Honeycomb links.
- Existing server trace authorization and retention tests remain the
backend authority.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/task-workspace-experience...HEAD` passes.
- The delta contains 54 files.

## Risks

- Raw provider traces can contain sensitive provider data.
- Existing server authorization controls access, reveal, download,
retention, and deletion.
- The UI gates trace actions by administrator access and developer mode.
- All new instance settings remain off by default.
- Fresh Paperclip Runner configuration remains Codex-only.
- Direct adapters and legacy task behavior do not change in this PR.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes: / Closes /
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] 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 risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 03:41:23 -05:00
Dotta 39206c0096 feat(ui): complete the task workspace (#12640)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task page is the main place where people guide and review agent
work.
> - Native runner events already project into the existing task chat on
the lower stack.
> - The larger task workspace must support those events without breaking
direct adapters.
> - Legacy questions, final replies, empty transcripts, and classic
controls must keep their behavior.
> - This pull request completes the provider-neutral task workspace
experience.
> - The benefit is one coherent task surface for native and direct
execution paths.

## Linked Issues or Issue Description

Refs #12639.
Refs #12617.
Refs #12352.

**Subsystem affected**

Task chat, task detail, side panels, interaction forms, and transcript
presentation.

**Problem or motivation**

The task page does not provide one complete workspace for live activity,
plans, questions, queued guidance, files, and documents. Earlier native
UI work also exposed compatibility risks in legacy question and reply
paths.

**Proposed solution**

Add the task workspace components and provider-neutral protocol
presentation. Keep runner-only controls behind runtime facts. Preserve
all direct-adapter composer, transcript, interaction, and finalization
behavior.

**Alternatives considered**

A separate runner page would duplicate task behavior. Replacing legacy
transcript logic would create unnecessary adapter regressions.

**Roadmap alignment**

This work supports the unified task experience and the Cloud and Sandbox
agents milestone.

## Stack

- Base PR: #12639.
- Lower PR: #12638.
- This PR contains only its 119-file UI delta against
`runner/remote-wss-transport`.
- The next stack PR adds administrator and observability controls.

## What Changed

- Added a reusable task workspace side panel for files and documents.
- Added provider-neutral cards for tools, plans, questions, protocol
activity, and progress.
- Added queued guidance and richer composer state.
- Added compact and expanded interaction presentation.
- Added live activity, thinking, usage, recovery, and final reply
presentation.
- Added document annotations and task deep links.
- Added bounded question validation and response handling.
- Preserved native runner event projection from master.
- Preserved legacy channel-less replies and explicit final reply
precedence.
- Preserved direct-adapter and classic-interface controls.
- Did not change server execution selection, Rust code, migrations,
workflows, or `pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, repository tests, typecheck, build,
browser tests, security, and policy gates.
- Tests cover active, settled, empty-transcript, interaction,
queued-message, plan, question, file, document, and classic-interface
states.
- Compatibility tests cover direct adapters and native runner projection
together.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/remote-wss-transport...HEAD` passes.
- The delta contains 119 UI-only files.

## Risks

- This is a large task-page change.
- Most files are new focused components and tests.
- Shared transcript code keeps the lower native projection and legacy
direct-adapter fallbacks.
- Runner-only controls use adapter and runtime facts.
- No execution path or rollout flag changes in this PR.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes: / Closes /
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] 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 risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 02:44:19 -05:00
DottaandPaperclip cabc9146d0 feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Remote MCP setup needs secure endpoint validation and durable
credentials.
> - PostHog needs both browser sign-in and personal API key setup paths.
> - This pull request adds the shared remote MCP foundation and the
PostHog definition.
> - The benefit is a secure and reusable base for later app connection
work.

## Linked Issues or Issue Description

Refs #11965

This is stack 1 of 11. It replaces the first reviewable part of #11965.

## What Changed

- Add guarded remote MCP setup and credential handling.
- Add PostHog OAuth and API key connection methods.
- Add focused server, shared contract, and UI coverage.
- Keep the migration replay-safe and idempotent.
- Give the late-close security regression the same 10-second CI headroom
as the adjacent real-timer handshake test.
- Synchronize fake-timer handshake tests at the exact ensure-session
boundary so real filesystem setup cannot race the fake deadline.
- Drive PTY overflow coverage only after listener registration so
scheduling cannot reorder the test fixture.

## Verification

- pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected
cases also passed five focused stress repetitions)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a
sandbox-provided value from a late close rejection into logs or the
result"` (1 passed)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never
promotes a late ensureSession resolution|closes a late-resolving real
handle exactly once"` (2 passed)
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Remote endpoint validation can reject configurations that previously
passed without checks.
- OAuth configuration errors can block setup until the operator corrects
the provider settings.
- The migration uses guarded statements so repeated execution is safe.
- The test-only synchronization changes do not affect runtime behavior;
they remove filesystem/fake-clock and listener-registration races
observed under parallel CI load.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
Devin Foley bc1a21564f Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.

**Subsystem affected**

Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.

**Current behavior**

The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.

**Proposed behavior**

The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.

**Reason and benefit**

Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.

**Breaking changes**

The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.

## What Changed

- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.

## Verification

Commands run from the repository root:

- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`

New tests added:

- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.

## Merge with master

`master` moved while this was open, and the merge needed two
resolutions:

- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
  the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
  kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
  `0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
  columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
  passes.

The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.

## Risks

- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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
2026-08-27 12:11:05 -07:00
cbe6395cc5 fix(ui): task chat composer clears on send; align carets and composer with thread (#11772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail view uses a chat-style thread: agent turns, activity
phases, and a message composer.
> - A colleague's UX review found three defects: the composer draft
stayed visible after send, disclosure carets in turns and status pills
were misaligned, and the composer was not horizontally aligned with the
thread column.
> - These defects make the chat surface feel unpolished and cause
confusion about whether a message was sent.
> - This pull request fixes all three defects with small, targeted UI
changes and adds regression tests for each.
> - The benefit is a chat surface that behaves and aligns like users
expect from a messaging UI.

## Linked Issues or Issue Description

No public GitHub issue exists for this. Description of the underlying
problems:

**What happened?**

Three UI defects in the chat-style task view:

1. After a user pressed send, the composer kept the draft text until the
server round-trip finished. Fast typers could see stale text and doubt
the message was sent.
2. The disclosure carets on collapsed agent turns and the caret inside
the status pill did not share one alignment axis. They rendered at
different x-offsets and sizes.
3. The composer container had different horizontal padding than the
thread column above it, so the input box did not line up with the
message bubbles.

**Expected behavior**

The composer clears the instant a send starts. All disclosure carets sit
on one vertical axis with one size. The composer's left and right edges
align with the thread column.

**Steps to reproduce**

Open any task in the chat-style task view. Type a message and press
Enter — watch the composer text. Collapse and expand agent turns —
compare caret positions. Compare the composer's horizontal edges with
the message bubbles above it.

## What Changed

- `TaskChatComposer.tsx`: clear the draft synchronously when a send
starts instead of after the request resolves; restore the draft if the
send fails.
- `TaskChatTurn.tsx` and `TaskChatStatusPill.tsx`: use one shared caret
alignment (size, x-offset) for turn disclosure and status pill carets,
with supporting utility styles in `ui/src/index.css`.
- `TaskChatThread.tsx`: align the composer container with the thread
column padding.
- Added or updated unit tests in `TaskChatComposer.test.tsx`,
`TaskChatTurn.test.tsx`, `TaskChatActivityPhase.test.tsx`, and
`TaskChatThread.test.tsx`.

## Verification

- Run `pnpm vitest run
src/components/task-chat/TaskChatComposer.test.tsx
src/components/task-chat/TaskChatActivityPhase.test.tsx
src/components/task-chat/TaskChatTurn.test.tsx
src/components/TaskChatThread.test.tsx` in `ui/` — 4 files, 64 tests,
all pass.
- Manual: open a task in the chat view, send a message, and confirm the
composer clears immediately. Collapse/expand turns and confirm the
carets align. Compare composer edges with the thread column; the
alignment fixes were also pixel-verified with screenshots during local
review.

## Risks

- Low risk. All changes are render-layer only; no server or data
changes.
- The composer now clears optimistically. If a send fails, the draft is
restored, so no user text is lost.
- Caret alignment uses shared CSS utilities; visual regressions would
show in the existing component tests and in any screenshot diff.

## Model Used

- Implementation: OpenAI Codex CLI coding agent (Codex model family,
agentic tool use) via Paperclip's Codex adapter.
- Review, verification, rebase, and PR preparation: Anthropic Claude,
model id `claude-fable-5` (extended thinking, tool use), via Claude
Code.

## Checklist

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

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 00:17:55 -07:00
scotttongandClaude Opus 5 a1278e6ded fix(markdown): make rendered code blocks follow the active theme (#11591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents report their work in task chat, and that chat renders
markdown through `MarkdownBody`
> - Agents post shell commands, API payloads and diffs, so a fenced code
block is one of the most frequent things a person reads in the product
> - The rendered code block was pinned to two literal colors, so it
stayed dark in light mode and was the only dark surface on a light page
> - The `prose` and the `prose-invert` variables held the same two
values, so the theme could not change the block at all
> - This pull request binds the block to the theme tokens that already
exist and already carry a `.dark` override
> - The benefit is that a code block now matches the page in both modes,
and it follows any future change to the theme automatically

## Linked Issues or Issue Description

No public issue exists. The problem is described below.

**What happened?**
A fenced code block in rendered markdown is always dark. It uses the
background `#1e1e2e` and the text color `#cdd6f4` in light mode and in
dark mode. In light mode the block is the only dark surface on the page.
The rule is in `ui/src/index.css`. The variables `--tw-prose-pre-bg` and
`--tw-prose-invert-pre-bg` are set to the same literal value, so
`prose-invert` cannot change it.

**Expected behavior**
A code block uses a light surface with dark text in light mode. It uses
a dark surface with light text in dark mode. It follows the theme like
every other surface in the app.

**Steps to reproduce**
1. Start the app and open a task that contains a fenced code block in
its chat.
2. Set the theme to light.
3. Look at the code block. The block is dark. The page is light.
4. Set the theme to dark. The block does not change.

**Paperclip version or commit**
Reproduced on `master` at `4af55ba6b`.

**Agent adapter(s) involved**
Not adapter-specific (core bug). The defect is in the UI render path.

**Deployment mode**
Local development server.

## What Changed

- Bind `.paperclip-markdown pre` to `--muted`, `--foreground`,
`--border` and `--radius-lg` in `ui/src/index.css`. Remove the `#1e1e2e`
and `#cdd6f4` literals.
- Set the four `--tw-prose-*-pre-*` variables to the same tokens, so
`prose` and `prose-invert` both follow the theme.
- Apply the same four tokens to `.paperclip-mdxeditor-content pre`.
- Change the fill of the copy button and the wrap button to
`--background` in `ui/src/components/MarkdownBody.tsx`. The old fill was
`color-mix(in oklab, var(--muted) 92%, var(--background) 8%)`. That
value is almost equal to the block's new `--muted` surface, so the
buttons would nearly disappear.
- Update the stale comment above the rule. The comment said "Dark theme
code blocks".
- Add `ui/src/components/MarkdownCodeBlockStyles.test.ts`. It fails if a
literal color returns to any themed code surface.
- Export `codeBlockActionStyle` from `MarkdownBody.tsx` so the new test
can read it.

No new design token is added. Every token used here is already defined
in `ui/src/index.css`, and each one already has a `.dark` override.

## Verification

Automated:

```bash
cd ui && npx vitest run --config vitest.config.ts src/components/MarkdownCodeBlockStyles.test.ts src/components/MarkdownBody.test.tsx src/components/MarkdownBody.wrap.test.tsx src/components/MarkdownAccentStyles.test.ts
```

59 tests pass.

`MarkdownCodeBlockStyles.test.ts` is new. It guards the defect directly.
It reads `index.css` and asserts that each themed code surface rides a
token and holds no hex, `rgb()` or `hsl()` literal. I confirmed the test
fails on the original defect: restoring `#1e1e2e` and `#cdd6f4` fails 2
of the 5 tests.

Manual. Open a task that has a fenced code block in its chat. Read the
computed style of `.paperclip-markdown pre` in the browser. The measured
values are:

| Property | Light | Dark |
| --- | --- | --- |
| background | `oklch(0.97 0 0)` | `oklch(0.269 0 0)` |
| color | `oklch(0.145 0 0)` | `oklch(0.985 0 0)` |
| border | `oklch(0.922 0 0)` | `oklch(1 0 0 / 0.1)` |
| radius | `8px` | `8px` |

These values are `--muted`, `--foreground`, `--border` and `--radius-lg`
for each mode. Toggle the theme and confirm the block changes with the
page.

## Risks

Low risk. The change is CSS and one inline style value. There is no
migration and no schema change.

Two behavioral notes for the reviewer:

1. The corner radius changes from `calc(var(--radius) - 3px)` (5px) to
`var(--radius-lg)` (8px). This matches the approved design and removes
an arbitrary offset. It is a small visual change on every code block.
2. The CodeMirror theme inside the MDXEditor still uses the Catppuccin
literals (`ui/src/index.css`, the `.paperclip-mdxeditor .cm-editor`
rules). That surface is an editor, not a rendered snippet, and a change
there needs a full light CodeMirror theme. A code block therefore looks
light when it is rendered and dark while a person edits it. This is
intentional in this pull request. Tell me if you want it in scope.

Syntax highlighting, line numbers and diff rows are not in this pull
request. The repository has no highlighter dependency and no syntax or
diff tokens. Those are separate changes.

## Model Used

Claude Opus 5 (`claude-opus-5`), via Claude Code. Extended thinking was
on. Tool use was on, with file edit, shell, browser automation and the
Paper design tool. The design was produced first in Paper, then read
back through the design tool for exact token values rather than from
screenshots.

## Checklist

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

Notes on the unchecked boxes:

- Branch name. The branch is
`claude/paperclip-code-snippet-styling-202f7d`. It describes the change,
but the `202f7d` suffix comes from the local worktree name. It carries
no ticket id. I did not rename it, because the branch was already named
when this work was requested. Tell me if you want it renamed before
review.
- CI and Greptile. Not yet run at the time of opening.

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-17 21:36:56 -07:00
DottaandPaperclip d2665ff6b4 fix(ui): align the mobile task chat composer with the thread (#11296)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task thread is where people read work and guide agents.
> - The mobile composer should use the same content width as the thread.
> - The composer kept the desktop 80% width on mobile, so its edges did
not align with the thread.
> - Long assignee-aware placeholder text could also clip inside the
mobile editor.
> - Some extracted style tokens used legacy HSL wrappers around complete
semantic colors, which made those declarations invalid.
> - This pull request makes the composer full width on mobile, preserves
the narrower desktop layout, wraps the placeholder, and repairs the
invalid color compositions.
> - The benefit is a stable mobile composer that aligns with the task
thread and keeps its intended visual styles.

## Linked Issues or Issue Description

Related work: Refs #11263.

**What happened?**

At mobile widths, the task chat composer used the same 80% width as the
desktop composer. Its horizontal edges did not align with the full task
thread. A long assignee-aware placeholder could clip on one line. The
composer's extracted shadow also used a legacy `hsl(var(...))` wrapper
around complete semantic color values, so the browser could reject the
declaration.

**Expected behavior**

The composer must match the task thread width on mobile. It must stay
narrower on larger screens. Long placeholder text must wrap inside the
editor. Semantic color tokens must form valid shadows and gradients.

**Steps to reproduce**

1. Open a task with the chat-style thread on a mobile viewport.
2. Compare the composer edges with the task thread edges.
3. Select an assignee whose placeholder text wraps to two lines.
4. Inspect the computed composer shadow and the extracted semantic color
styles.

**Paperclip version or commit**

The change is based on `dc6fcd1ff1` from `master`.

**Deployment mode**

Local build from source. The behavior also applies to packaged web
builds.

## What Changed

- Made the task chat composer full width below the medium breakpoint and
kept the 80% desktop width.
- Matched the composer dock padding to the task thread padding.
- Allowed long composer placeholders to wrap and reserved enough mobile
editor height for two lines.
- Replaced invalid legacy HSL wrappers around full semantic colors in
extracted shadows, gradients, and approval styles.
- Added a token gate that prevents legacy `hsl(var(--token))` wrappers
from returning.
- Added focused regression tests for responsive width, padding,
placeholder wrapping, mobile height, and semantic shadow validity.

## Verification

- `pnpm check:token-gates` — all four gates pass.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/TaskChatThread.test.tsx
src/components/task-chat/TaskChatComposer.test.tsx
src/components/task-chat/TaskChatComposerStyles.test.ts` — 37 tests
pass.
- `pnpm --filter @paperclipai/ui typecheck` — passes.
- `pnpm --filter @paperclipai/ui build` — passes. The build prints
existing CSS optimizer and bundle-size warnings.

## Risks

- Low risk. The width change is limited to the mobile breakpoint. The
desktop 80% layout remains in place.
- The semantic token fixes can affect shadows and gradients that were
previously invalid. The new gate prevents the invalid wrapper pattern
from returning.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex with `gpt-5.6-sol`. The context-window size is not
exposed in this environment. The model used reasoning, repository tools,
code execution, and GitHub tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 12:53:11 -04:00
0ee0543e5b feat(ui): refine the chat-style task workflow (#11263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue detail view is the main place where people read work and
guide agents.
> - The chat-style task view needs clear messages, controls, properties,
and document feedback.
> - Dense metadata and disconnected controls make active work harder to
scan.
> - This pull request refines the existing chat-style task workflow
across desktop and mobile layouts.
> - The benefit is a clearer issue thread with faster access to the
controls that guide work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The change improves the chat-style issue detail view that was introduced
in [#10606](https://github.com/paperclipai/paperclip/pull/10606) and
expanded in
[#10707](https://github.com/paperclipai/paperclip/pull/10707).

**Current behavior**

The issue thread spreads task controls across the page. Agent-turn
metadata competes with the message content. Document annotation comments
use inline placement that limits the document reading area. The mobile
composer can overlap the bottom navigation.

**Proposed behavior**

The issue view keeps the thread focused on message content. It moves
supporting controls into the properties area, adds searchable
assignment, restores the sub-task tree, docks document comments in a
side gutter, and keeps the mobile composer clear of navigation.

**Reason and benefit**

People can scan active work faster and find task controls without
leaving the issue. The layout also gives documents and mobile
conversations more usable space.

**Breaking changes**

None. The change updates presentation and interaction behavior in the
existing issue UI.

## What Changed

- Refined task-chat message spacing, metadata, agent bubbles, and
composer alignment.
- Added searchable assignment and restored sub-task navigation in the
properties pane.
- Moved document annotation comments into a right-side gutter.
- Kept the mobile composer above the auto-hiding bottom navigation.
- Added and updated focused component tests for the changed
interactions.

## Verification

- `pnpm check:token-gates`
- `TZ=UTC pnpm --filter @paperclipai/ui exec vitest run
src/components/InlineEntitySelector.test.tsx
src/components/IssueDocumentAnnotations.test.tsx
src/components/IssueProperties.test.tsx
src/components/TaskChatThread.test.tsx src/pages/IssueDetail.test.tsx`
- The token gates report 3/3 clean.
- The focused test run passes 124 tests in 5 files.
- Visual snapshot baselines were not updated. This follows the
`doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification
demoted to dormant (Jul 13 2026)."

## Risks

- The changes affect several related issue-detail layouts. A browser
review should cover desktop and mobile widths before merge.
- The monitor-row test formats time in the host timezone. The
verification command sets `TZ=UTC` to match CI.

> 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 environment. The model used reasoning, repository tools, code
execution, and GitHub tools.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 11:41:40 -07:00
DottaandPaperclip 9c941169a6 fix(ui): keep new task dialog visible above mobile keyboard (#11281)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create tasks in a dialog that includes the assignee and
project fields.
> - Mobile browsers reduce and offset the visual viewport when the
on-screen keyboard opens.
> - The dialog used layout viewport units, so its upper fields could
move off-screen while the user typed.
> - This pull request makes the dialog follow the live visual viewport
and keeps the focused editor visible.
> - The benefit is that operators can see the task context and the field
they edit on mobile devices.

## Linked Issues or Issue Description

**What happened?**

On mobile browsers, opening the keyboard in the new-task dialog could
move the assignee and project fields above the visible screen. The
active editor could also become difficult to see.

**Expected behavior**

The full dialog must stay inside the visible browser area. The active
editor and task controls must remain reachable while the on-screen
keyboard is open.

**Steps to reproduce**

1. Open Paperclip on a mobile browser.
2. Open the new-task dialog.
3. Focus the title or description editor to open the on-screen keyboard.
4. Observe that the upper fields can move outside the visible viewport.

**Paperclip version or commit**

Reproduced before commit `838cdbb325` on `master`.

**Deployment mode**

Local dev (`pnpm dev`) in a mobile browser viewport.

## What Changed

- Read `window.visualViewport` while the dialog is open.
- Apply token-based dialog geometry when the visual viewport is
constrained.
- Keep the focused editor visible after viewport resize and scroll
events.
- Add unit coverage for visual viewport updates and focus scrolling.
- Add Playwright coverage for mobile, tablet, desktop keyboard, and
unconstrained desktop layouts.

## Verification

- `pnpm exec vitest run ui/src/components/NewIssueDialog.test.tsx` — 27
tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed with all gates clean.
- `pnpm --filter @paperclipai/ui build-storybook` — passed.
- `pnpm exec playwright test
tests/storybook-visual/new-issue-dialog-viewport.spec.ts --config
tests/storybook-visual/playwright.config.ts` — 4 tests passed.

## Risks

- Low risk. The custom geometry only activates when
`visualViewport.height` is less than `window.innerHeight`.
- Browsers without the Visual Viewport API keep the existing dialog
primitive behavior.
- The browser test checks hit targets and visible bounds at mobile,
tablet, and desktop widths.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex, GPT-5. The session used reasoning, repository tools,
shell execution, and browser automation. The service did not expose the
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 11:49:05 -04:00
scotttong 815e49bb7c feat: make chat-style tasks the default experience (#11101) 2026-08-11 09:06:21 -07:00
scotttongandPaperclip cc35c3c395 feat: structure and humanize recovery notices (#11075)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip posts system comments when automatic run recovery cannot
continue
> - These comments currently mix the main event with recovery
identifiers and routing details
> - The task chat shell also renders these comments as large raw text
blocks
> - Operators need a short explanation first and inspectable evidence on
demand
> - This pull request emits structured recovery notices and renders them
as compact humanized rows
> - The benefit is a quieter task thread that keeps the full recovery
evidence available

## Linked Issues or Issue Description

Related prior extraction source: #11070. This pull request replaces only
its structured recovery notice slice with a focused branch based on
current master.

**What existing behavior does this improve?**

Paperclip recovery escalations and the experimental task chat
system-comment renderer.

**Current behavior**

Recovery escalation comments put action identifiers, owner details, run
details, and failure codes into the visible markdown body. The task chat
shell renders the complete system comment as a large text block.

**Proposed behavior**

The server emits a short system notice with typed metadata sections. The
task chat shell classifies known recovery families and renders one
compact row. An operator can expand the row to inspect the full body and
metadata.

**Reason and benefit**

The main thread stays readable during repeated recovery activity. Typed
links and evidence remain available without exposing raw failure text in
the default view.

**Breaking changes**

The visible recovery comment body is shorter. Recovery action
deduplication now reads the structured metadata and still recognizes
legacy body markers. No API schema or database migration changes.

## What Changed

- Emit stranded recovery escalations with `system_notice` presentation
and typed recovery, owner, run, and failure-code metadata.
- Share bounded metadata row builders across recovery notice producers
and preserve legacy deduplication compatibility.
- Humanize known recovery notice families and render compact expandable
task-chat rows.
- Route system-authored comments ahead of derived agent authorship so
recovery notices do not appear as agent bubbles.
- Add focused server and UI regression coverage.

## Verification

- `pnpm check:token-gates` — 3/3 clean.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/shared exec vitest run
src/validators/issue.test.ts` — 32 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/services/recovery/stranded-notice.test.ts
src/__tests__/issue-recovery-actions.test.ts` — 57 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/services/recovery/successful-run-handoff.test.ts
src/services/recovery/stranded-notice.test.ts` — 39 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t 'escalates an
exhausted failed successful-run handoff without using generic
continuation recovery first|escalates an exhausted successful handoff
run that still leaves no disposition'` — 2 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t 'blocks assigned
todo work after the one automatic dispatch recovery was already used'` —
passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/system-notice-humanizer.test.ts
src/components/task-chat/TaskChatSystemNotice.test.tsx
src/components/task-chat/task-chat-adapter.test.ts` — 15 tests passed.
- Storybook visual baselines were not updated because this chat-shell
path has no affected snapshot baseline. Focused rendering tests and
token gates cover this change.

## Risks

- Consumers that parse recovery action identifiers from comment markdown
must move to structured metadata. Server deduplication remains backward
compatible with legacy comments.
- The humanizer uses stable recovery-family phrases. Unknown notices use
a generic truncated first-sentence fallback.
- The UI changes only the experimental task chat presentation. The
stored comment body and expanded metadata remain available.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex with GPT-5, reasoning mode, repository tools, shell
execution, and GitHub integration. The runtime did not expose a
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 18:41:52 -07:00