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Author SHA1 Message Date
03cfad7ceb feat(apps): connect Notion through MCP OAuth (#11009)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents governed access to external tools.
> - The Apps gallery lists Notion, but the server required manually
configured OAuth credentials.
> - Notion's hosted MCP server supports OAuth discovery and dynamic
client registration.
> - Notion also requires HTTPS or a loopback HTTP redirect URI.
> - This pull request adds a direct Notion MCP OAuth path with PKCE and
reusable dynamic clients.
> - It also adds the current Apps UI states for connect and
reauthorization.
> - The benefit is a secure Notion connection with no manual client
credential setup.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Apps gallery, Apps connect route, OAuth token lifecycle, and managed
MCP gateway.

**Subsystem affected**

`server/`, `packages/shared/`, `scripts/`, and `ui/`.

**Current behavior**

The Notion gallery cards are disabled. The server uses the classic
Notion OAuth endpoints and requires operator-supplied client
credentials. It does not register an OAuth client from provider
metadata. Concurrent refreshes can also replay a rotating refresh token.

**Proposed behavior**

Enable the Notion Apps flow. Discover OAuth metadata from
`https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591
client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize
refreshes, store each rotated refresh token before the new access token
can be used, and show a reconnect state for `invalid_grant`.

**Reason and benefit**

Operators can connect the built-in Notion MCP app without creating or
copying OAuth credentials. Paperclip keeps dynamic clients and rotating
tokens in the company secret store.

**Breaking changes**

None. Explicit environment client credentials still take priority.
Existing Slack and Linear OAuth endpoint hints remain unchanged. Other
OAuth apps remain disabled unless they are allowlisted.

**Additional context**

PR #10910 is a related, broader Connections v3 wizard replacement. This
PR is the focused current Apps flow. The MCP Tool Gateway and Connected
Apps items in `ROADMAP.md` cover this planned capability.

## What Changed

- Classify all 20 reviewed Notion MCP tools with provider-scoped read
and write defaults.
- Require approval for selected Notion mutations, including move,
duplicate, and convert actions that generic verb matching missed.
- Preserve company-scoped connection and catalog resolution for Notion
profiles and policies.
- Add RFC 7591 dynamic client registration with
`token_endpoint_auth_method=none` and mandatory PKCE.
- Store the dynamic client ID on the connection and store any returned
client secret in the company secret store.
- Reuse the registered client for later connects and keep explicit
environment credentials as the first choice.
- Discover protected-resource and authorization-server metadata from the
Notion MCP endpoint.
- Add `redirectConstraints: "https-or-loopback-http"` to the generated
Notion app definition and shared contract.
- Reject non-loopback plain HTTP callbacks before network access with a
TLS setup error.
- Serialize client registration and token refresh operations within the
server process.
- Store a rotated refresh token before publishing the refreshed access
token.
- Treat `invalid_grant` as terminal and move the connection to a clear
reauthorization state.
- Add focused coverage for registration reuse, callback constraints,
refresh rotation, and terminal grants.
- Enable the Notion Apps route and add connect, redirect, success,
error, and reconnect UI states.
- Keep non-allowlisted OAuth apps blocked and cover the UI policy with
regression tests.

## Verification

- The focused Notion policy integration test passed with embedded
PostgreSQL.
- The focused 20-tool classification test passed.
- The server typecheck passed on the governance head.
- `pnpm -r typecheck` passed on the rebased head.
- `pnpm --filter @paperclipai/server typecheck` passed after the
security follow-up.
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
-t \u0027DCR|refresh tokens|invalid_grant|abandoned lease\u0027` passed
10 focused security tests.
- `pnpm build` passed on the rebased head.
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
-t 'OAuth|oauth'` passed 14 tests.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts`
passed 5 tests.
- The complete server group passed 3,686 tests with 4 skipped.
- The complete UI group passed 3,656 tests.
- The full local runner found one environment-only CLI failure because
this agent runtime injects static AWS credentials into a test that
expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u
AWS_SECRET_ACCESS_KEY pnpm exec vitest run
cli/src/__tests__/secrets.test.ts` passed all 8 tests.
- The prior UI verification passed 55 focused tests, `pnpm
check:token-gates`, the Storybook build, and review of six 1440 x 1000
screenshots.
- OAuth request sequence: protected-resource metadata `GET
https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`;
authorization metadata `GET
https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic
registration `POST https://mcp.notion.com/register`; authorization `GET
https://mcp.notion.com/authorize`; token exchange and refresh `POST
https://mcp.notion.com/token`; MCP traffic `POST
https://mcp.notion.com/mcp`.
- The live metadata and registration probe confirmed that Notion accepts
HTTPS and loopback HTTP redirects. It rejects a plain HTTP private
hostname.
- A later QA task owns the full browser consent and managed gateway
tool-list dry run against a configured HTTPS deployment.

## Risks

- Notion can add tools. Unrecognized names use the generic classifier,
and new or changed risky tools stay quarantined after connection
activation.
- A deployment that uses a private non-loopback hostname must configure
HTTPS before it can connect Notion.
- Dynamic registration creates a provider-side client. Paperclip reuses
it because registration does not provide a standard delete operation.
- Refresh coordination uses a database CAS lease across service
instances. An unclean crash leaves an uncertain lease and requires
reconnect instead of risking refresh-token replay.
- The current Apps surface overlaps with PR #10910. Merge order can
require a small conflict resolution if that PR lands first.

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

## Model Used

- OpenAI Codex on a GPT-5 runtime. The exact deployment ID and context
window are not exposed. The runtime used reasoning, repository tools,
code execution, and network tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-06 22:18:08 -05:00
scotttongandClaude Opus 4.8 ea83c5c822 feat(task-chat): bring back copy/👍/👎 actions on the agent bubble footer (#11025)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task view shows a threaded conversation between the user and the
agent, with agent replies rendered as bubbles that carry a "✓ Worked · N
tools" summary line.
> - The conference-room chat already offers per-message copy and
thumbs-up / thumbs-down feedback, but the redesigned task thread dropped
these controls from the agent bubble footer.
> - Users lose a quick way to copy an agent reply or send feedback on
it, and the redesign silently ignored the feedback-vote props it was
already given.
> - This pull request prepends a copy · thumbs-up · thumbs-down cluster
to the bubble summary line and wires the existing feedback-vote props
through.
> - The benefit is a consistent feedback surface across both chat views,
with no new API.

## Linked Issues or Issue Description

No public GitHub issue exists for this change; the underlying issue is
described inline below following the feature template
(`.github/ISSUE_TEMPLATE/feature_request.yml`).

#### Problem or motivation

The redesigned task thread renders each agent reply with a "✓ Worked · N
tools · <timestamp>" summary line, but it dropped the copy and thumbs-up
/ thumbs-down controls that the conference-room chat still shows. Users
can no longer copy an agent reply or vote feedback from the task thread.
The redesign component already received `feedbackVotes` and `onVote`
props but ignored them.

#### Proposed solution

Prepend a copy · 👍 · 👎 cluster to the summary line, leading the
always-visible timestamp, reusing the shared `IssueChatFeedbackButtons`
so both chat views speak the same feedback language. Anchor the cluster
to the turn's summary row (a sibling of the expandable tool-history
fold) so it stays on the summary line whether the tool history is
collapsed or expanded.

#### Alternatives considered

Placing the cluster inside the expandable fold — rejected because
expanding the tool history then re-centered the actions to the middle of
the tall fold.

#### Roadmap alignment

UI polish to the task thread; no core-roadmap overlap.

## What Changed

- Add `TaskChatBubbleActions`: a copy · thumbs-up · thumbs-down cluster
built on the shared `IssueChatFeedbackButtons`.
- Render the cluster on the agent bubble's "✓ Worked · …" summary line,
leading the timestamp; runless agent replies get the same cluster with
the timestamp trailing. Human and system bubbles are unchanged.
- Add a `leading` slot to `TaskChatTurn` so the actions sit on the
summary row, a sibling of the tool-history fold, and stay anchored when
the fold expands.
- Wire the redesign to the `feedbackVotes` / `onVote` props it already
received.
- Add a demo binding in the `TaskChatLab` dev harness.

## Verification

- `pnpm check:token-gates` — 3/3 gates CLEAN.
- `pnpm typecheck` — clean across all packages.
- `cd ui && pnpm vitest run
src/components/task-chat/TaskChatBubble.test.tsx
src/components/task-chat/TaskChatTurn.test.tsx` — 31/31 pass.
- Manual: open a task thread, confirm the copy / 👍 / 👎 cluster shows on
the agent bubble summary line before the timestamp, copy works, votes
toggle, and the cluster stays on the summary line when the tool history
is expanded.

Visual change: snapshot baselines are intentionally not updated, per the
`doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

Low risk. UI-only change scoped to the redesigned task-chat bubble
footer. It reuses an existing shared feedback component and existing
vote props; no API, schema, or server change. Human and system bubbles
are untouched.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, tool use.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-06 18:26:44 -07:00
d84c5eae7a feat(ui): hide task priority from the UI (keep data model) (#11024)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks and issues carry a `priority` field that renders across many
product surfaces: the detail header, the Triage properties panel, Kanban
and thread cards, the New Task composer, list Sort/Group/Filter menus,
search filters, and the dashboard chart.
> - Product feedback found the priority level adds visual noise and
decision cost without clear value in day-to-day task flow.
> - We want to remove priority from the interface, but keep the data
model, API, validation, and search DSL fully intact so the choice is
reversible with no migration.
> - This pull request hides every priority indicator and control behind
one compile-time flag, `SHOW_TASK_PRIORITY_UI`, set to `false`.
> - The benefit is a calmer, simpler UI now, with a single-boolean
revive path and zero data loss.

## Linked Issues or Issue Description

<!-- No public GitHub issue exists. Describing in-PR per the feature
template. -->

**Subsystem affected**
The web UI (`ui/src`): issue detail, properties panel, Kanban/thread
cards, New Task dialog, issues list Sort/Group/Filter menus, search
filter bar/sheet, dashboard charts, and the design-guide showcase.

**Problem or motivation**
The task/issue priority level appears across many surfaces and adds
visual clutter and decision overhead without pulling its weight in
normal task flow. We want it gone from the interface without discarding
the underlying data or breaking anything that depends on it.

**Proposed solution**
Add a single compile-time UI flag, `SHOW_TASK_PRIORITY_UI` (default
`false`), and gate every priority indicator and control behind it. Leave
the data model, API params, Zod validation (including the `"medium"`
default), and the search filter DSL untouched. Reviving priority is a
one-line flip of the flag back to `true`.

**Alternatives considered**
Deleting the priority code and schema outright. Rejected: it is
irreversible, needs a data migration, and throws away a field the API
and search still support. A gated flag keeps the change reversible and
low risk.

**Roadmap alignment**
UI simplification. This is a presentation-only change; it does not alter
core agent or data behavior.

## What Changed

- Added `ui/src/lib/ui-flags.ts` exporting `SHOW_TASK_PRIORITY_UI:
boolean = false` (typed `boolean` so gated branches are not flagged as
dead code).
- Gated the priority row in the Triage properties panel and the editable
priority control in the issue detail header (plus its skeleton seed).
- Gated the per-card priority icon in `KanbanBoard` and in
`IssueThreadInteractionCard`.
- Hid the priority chip and the mobile "more" menu priority section in
the New Task dialog. The submit path still sends the `"medium"` default.
- Removed the Priority options from the issues list Sort and Group-by
menus; the comparator and grouping logic stay dormant.
- Hid the Priority sections in the issue filters popover and in the
search filter bar and sheet. The `priority:` search DSL and filter state
stay functional at the data layer.
- Suppressed active-filter priority pills for consistency.
- Gated the "Tasks by Priority" dashboard chart and the design-guide
priority showcase subsection.
- Left activity-feed "changed priority" history text intact as a
historical record.
- Updated call-site tests to assert priority UI is absent while the flag
is off, added focused hidden-surface tests, and added a test that proves
creating a task still persists `priority: "medium"`.

## Verification

- `pnpm check:token-gates` — all 3 gates clean.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/ui exec vitest run` on the touched
surfaces (IssueProperties, IssueFiltersPopover, IssuesList,
NewIssueDialog, IssueDetail, PriorityIcon and its interaction test) —
all green under `TZ=UTC`.
- Manual: with the flag off, priority does not appear in the detail
header, Triage panel, New Task composer, Sort/Group/Filter menus, or the
dashboard chart. Creating a task still persists `priority: "medium"`,
and the `priority:` search token still filters at the data layer.

## Risks

Low risk. The change is presentation-only and additive: no data model,
API, validation, or search-DSL changes. The priority code paths remain
compiled and tested; flipping `SHOW_TASK_PRIORITY_UI` to `true` restores
the full UI. Visual snapshot baselines are intentionally not updated per
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, with tool use / code execution in an agentic coding
harness.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-06 16:19:22 -07:00
DottaandPaperclip f258b34bbd fix(ui): unify cloud-managed sign-out (#10994)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip can run as a self-hosted app or as a Cloud-managed tenant.
> - These modes need different sign-out sequences because Cloud owns
three sessions.
> - Several visible controls implemented sign-out separately and could
choose different paths.
> - This pull request adds one Cloud-aware sign-out action and moves
every visible control to it.
> - The benefit is one safe sign-out path in Cloud and unchanged local
sign-out in self-hosted deployments.

## Linked Issues or Issue Description

Refs #2073. That older PR adds a separate company-settings sign-out
surface. This change centralizes the existing account, company, and
instance-settings surfaces and preserves the self-hosted behavior
described there.

**What happened?**

Visible sign-out controls used separate implementations. A Cloud-managed
control could call the app-local sign-out endpoint and open the local
auth page. That path did not enter the Cloud-owned logout sequence for
the tenant, Cloud, and identity sessions.

**Expected behavior**

Every visible sign-out control must use one action. Cloud-managed
instances must navigate the top-level window to the same-origin
`/cloud/logout` route without a local sign-out call first. Authenticated
self-hosted instances must keep the local sign-out API and cache
invalidation behavior.

**Steps to reproduce**

1. Open a Cloud-managed tenant.
2. Use the account menu, company menu, or instance-settings sign-out
control.
3. Observe that independently implemented controls can enter different
sign-out paths.

**Paperclip version or commit**

The problem reproduces at `656ecfa585b31938e2685ffab3db22e794474803`.

**Deployment mode**

Cloud-managed tenant built from source. The regression tests also cover
authenticated self-hosted mode.

## What Changed

- Added `useSignOut` as the shared Cloud-aware sign-out action.
- Navigated Cloud-managed sessions to `/cloud/logout` exactly once
without calling local auth first.
- Preserved local API sign-out and cache invalidation for authenticated
self-hosted sessions.
- Migrated the account menu, company menu, and instance general settings
to the shared action.
- Added focused tests for mode selection, menu closure, pending state,
failure state, and settings behavior.

## Verification

- `pnpm exec vitest run ui/src/hooks/useSignOut.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/SidebarCompanyMenu.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` — 26 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `git diff --check origin/master..HEAD` — passed.

## Risks

- Low risk. The change centralizes existing behavior and adds no schema,
API, telemetry, or style-token changes.
- Cloud mode depends on the existing health decision. Tests pin both
mode branches.
- The change does not alter Fetch Metadata, CSRF, cookie, prefetch, or
return-URL protections owned by the Cloud logout route.

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

## Model Used

- OpenAI Codex, GPT-5. The runtime does not expose a more specific model
ID or context-window size. The agent used high-reasoning mode, shell
tools, and API tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-06 12:13:14 -05:00
656ecfa585 fix(server): keep Date fields intact through secret redaction; harden chat notice timestamps (#10984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task chat thread renders issue comments, system notices, and run
transcripts
> - The server routes comment payloads through the run-secret redaction
walker before it sends them
> - The walker rebuilds each object with `Object.entries`, and this
collapses `Date` instances to `{}`
> - The chat renderer then calls `.toISOString()` on an invalid date and
throws, and the thread falls back to the error banner
> - This pull request keeps `Date` instances intact in redacted
responses and makes the renderer safe against bad timestamps
> - The benefit is that task threads with system notices render
correctly again

## Linked Issues or Issue Description

**What happened**

Task threads that contain a system notice showed the banner "Chat
renderer hit an internal state error." in place of the conversation.
This occurred on many tasks.

**Expected behavior**

The thread renders all comments and system notices with correct
timestamps.

**Steps to reproduce**

1. Open a task that has at least one system notice comment (for example
a "Workspace ready" notice).
2. `GET /api/issues/{id}/comments` returns `createdAt: {}` for every
comment because the secret-redaction walker collapses `Date` objects.
3. The system-notice row calls `new Date({}).toISOString()`. This throws
`RangeError: Invalid time value` and trips the thread error boundary.

**Version / deployment**

Regression from #9934 (`e43f187ca`). It applies to all deployments that
include that commit.

## What Changed

- `server/src/services/run-secret-redaction.ts`:
`redactRegisteredSecretValues` now returns `Date` instances as-is. Dates
hold no redactable text, and the `Object.entries` rebuild turned them
into `{}`.
- `ui/src/components/IssueChatThread.tsx`: the system-notice row formats
its timestamp with a new `toValidIsoString` helper. A value that does
not parse as a date now degrades to "no timestamp" instead of a render
crash.
- Regression tests at three layers:
- Walker unit tests: `Date` values survive with and without registered
secret values.
- Route test: `GET /issues/:id/comments` serializes `createdAt` /
`updatedAt` as ISO strings.
- Render test: a system notice with a malformed `createdAt` renders
without the error boundary.

## Verification

- `npx vitest run --root server
src/__tests__/run-secret-redaction.test.ts` — 5 passed.
- `npx vitest run --root server
src/__tests__/issue-comment-redaction.test.ts` — 4 passed (embedded
Postgres route test).
- `cd ui && npx vitest run src/components/IssueChatThread.test.tsx
src/components/IssueChatThreadSystemNotice.test.tsx
src/lib/issue-chat-messages.test.ts` — 121 passed.
- Each new test was run against the unfixed code and failed there, which
confirms it guards the regression.
- A local sweep rendered 47 real issue threads through
`IssueChatThread`: 7 tripped the boundary before the fix, 0 after.

## Risks

- Low risk. The server change only preserves `Date` objects that the
walker destroyed before. String redaction behavior does not change, and
the registry-key stripping does not change.
- The UI change only affects the timestamp of system-notice rows and
omits it when the value is invalid.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session
with tool use (file edits, shell, Vitest). No extended-context or
special reasoning mode.

## 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 Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-06 10:29:07 -05:00
scotttongandClaude Opus 4.8 2ea22d6cea fix(ui): white text on light-mode user chat bubbles (#10952)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail view shows the conversation as chat bubbles. The
requester's own messages sit in a solid accent-colored bubble.
> - The bubble container sets `text-white`, but the message body renders
through `MarkdownBody`. Tailwind prose tokens (`--tw-prose-body`) win
over the inherited container color.
> - `prose-invert` only lightens the prose text in dark mode. In light
mode the prose body stayed its default dark color, so the text read as
near-black on the blue bubble and was hard to read.
> - This pull request maps the human bubble's prose tokens to the
inherited text color in both themes.
> - The benefit is that the requester's chat text is readable
white-on-blue in light mode, and dark mode stays exactly as it was.

## Linked Issues or Issue Description

<!-- No public GitHub issue exists; described in-PR per the bug report
template. -->

**What happened?**
In light mode, the text inside the user's own chat bubbles in the task
detail view rendered as dark (near-black) on the solid blue accent
background. This made the requester's messages hard to read.

**Expected behavior**
The text inside the user's accent-colored chat bubbles should be white
in light mode, matching the bubble's `text-white` intent. Dark mode
already rendered correctly and should not change.

**Steps to reproduce**
1. Open a chat-style task detail view in light mode.
2. Post a message as the requester (human) so it renders in the solid
blue accent bubble.
3. Observe the body text renders dark on blue instead of white.

**Paperclip version or commit**
Reproduces on `master` (branched from `814cb3367`).

**Agent adapter(s) involved**
Not adapter-specific (core UI bug).

## What Changed

- Add the existing `paperclip-markdown-on-accent` class to the
human-branch `MarkdownBody` in `TaskChatBubble.tsx`. This class (already
used by `IssueChatThread` for the same accent bubble) maps prose
body/heading tokens to `currentColor`, so the text follows the bubble's
`text-white` in both themes.
- Apply the same class to the human-branch `MarkdownBody` in
`TaskChatDescriptionBubble.tsx` (the description-as-first-bubble
surface) for consistency.
- Add unit tests covering that the human accent bubble carries the
on-accent class and the agent/neutral bubbles do not.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN.
- `pnpm --filter ./ui vitest run
src/components/task-chat/TaskChatBubble.test.tsx` → 9/9 passing.
- Manual: in light mode, the requester's chat bubble text renders white
on blue; agent/neutral bubbles unchanged; dark mode unchanged.

This is a visual change. Snapshot baselines are intentionally not
updated, per `doc/design/DECISION-SHEET.md` → "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

Low risk. The change is scoped to the human-branch `MarkdownBody`
className on two chat-bubble components and only remaps prose color
tokens to the inherited text color. Agent and neutral bubbles are
untouched, and dark mode behavior is unchanged.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, ~200K context
window, extended thinking mode, with tool use / 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
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-06 01:08:04 -07:00
DottaandPaperclip f554d67377 fix(server): add explicit review verdict policies (#10931)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Issues use `in_review` to request a final decision from an
authorized writer
> - The server rejected an assignee agent that tried to close its own
review, even when the issue had no independent-review rule
> - This rejection stopped the default agent workflow and did not
represent the configured execution-stage rules
> - Paperclip needs an open default and explicit issue-level constraints
for teams that require an independent or human verdict
> - This pull request removes the unconditional rejection and adds
`anyone`, `not_creator`, and `human_only` review policies
> - The benefit is a working default path with opt-in, authenticated
verdict controls

## Linked Issues or Issue Description

Refs #10635, #4429, and #10671.

The related public work covers execution-stage independence,
self-approval fallback behavior, and durable review paths. This change
is distinct. It controls who can resolve an issue review verdict. It
keeps configured execution stages active.

## What Changed

- Added a nullable `review_policy` issue column. Null has the same
meaning as `anyone`. The migration does not backfill existing issues.
- Added shared create, update, response, and compact issue contracts for
`anyone`, `not_creator`, and `human_only`.
- Removed the unconditional agent self-approval rejection for
`in_review` issues.
- Added one reusable verdict-actor check for terminal status changes and
pending interaction accept or reject actions.
- Used the authenticated principal type for `human_only`. Agent keys and
run tokens remain agent principals.
- Used the latest transition into `in_review` to identify the requester
for `not_creator`.
- Added actionable 403 responses that name the policy, the allowed
actor, and the next step.
- Kept the configured execution-stage transition and signoff behavior.
- Added focused contract, helper, status-route, interaction-route, and
execution-stage regression tests.
- Updated the implementation specification for the new issue field.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/issue.test.ts
server/src/__tests__/issue-review-policy.test.ts
server/src/__tests__/issue-stalled-review-decision-routes.test.ts
--reporter=dot` passed: 42 tests.
- `pnpm --filter @paperclipai/shared typecheck` passed.
- `pnpm --filter @paperclipai/db typecheck` passed, including migration
numbering and safety checks.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm run typecheck:build-gaps` passed across server, CLI, plugin
SDK/examples, plugin wiki, and UI.
- `git diff --check origin/master...HEAD` passed.
- SecurityEngineer review approved the authenticated-principal checks
and accepted policy-relaxation tradeoff with no required changes.
- Greptile reviewed the latest head at 5/5 with zero inline comments or
follow-ups.
- The latest-head GitHub rollup passed build, typecheck,
server/workspace tests, serialized suites, canary, e2e, and external
security checks.

## Risks

- The migration adds one nullable text column. It has no default and no
backfill.
- `not_creator` reads the latest recorded transition into `in_review`.
It denies the verdict when it cannot identify the requester.
- Agents can change or relax `reviewPolicy` when they have issue write
access. This is intentional for this issue-level control.
- Null and `anyone` do not add a database query to the verdict path.
- Configured execution-stage checks still run after the issue-level
policy check.

> This work aligns with the completed "Agent Reviews and Approvals" and
"Enforced Outcomes" roadmap items. It does not add a new roadmap
capability.

## Model Used

- OpenAI Codex, GPT-5. The exact deployment ID and context-window size
are not exposed to the agent. The run used reasoning, repository tools,
code execution, and GitHub CLI access.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 23:12:41 -05:00
DottaandPaperclip 5b62a3883f feat(settings): add experimental Simplified English Interactions flag (#10934)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask humans for decisions through interaction blocks: plan
confirmations, structured questions, suggested tasks, and checkbox
prompts
> - Each agent writes these decision prompts in its own style, so
operators can get long or unclear text at the exact moment they must
decide
> - There is no instance-level control that makes agents use a
controlled language for these decision points only
> - This pull request adds an experimental setting that tells agents to
write all user-interaction content in ASD-STE100 Simplified Technical
English, with the context the user needs and the effect of each choice
> - The benefit is faster, clearer human decisions, with agent thinking
and normal responses unchanged

## Linked Issues or Issue Description

Refs #10410 (optional `/simplified-english` skill in the skills catalog;
this PR adds the instance-level toggle for interactions).

**Problem or motivation**

Agent-posted user interactions (plan confirmations, structured
questions, suggested-task proposals, checkbox prompts) are written in
each agent's default style. Operators who want fast, unambiguous
decisions have no way to ask agents to use a controlled language for
exactly those decision points.

**Proposed solution**

Add an experimental instance setting,
`enableSimplifiedEnglishInteractions` ("Simplified English
Interactions"). When it is on, the server sets
`simplifiedEnglishInteractions: true` in the heartbeat wake payload. The
shared wake-prompt renderer, used by every adapter, then emits a
directive: write all user-interaction content in ASD-STE100 Simplified
Technical English, state what information the user needs to decide, and
state what happens for each choice. The directive applies to interaction
content only. Thinking, comments, documents, and other responses keep
their usual style.

**Alternatives considered**

Per-agent instructions work today, but someone must maintain them on
every agent. An instance-level toggle applies uniformly and turns off in
one place. Server-side rewriting of interaction payloads was rejected:
post-hoc translation is lossy and cannot add the decision context that
only the agent has.

**Roadmap alignment**

Extends the experimental settings surface with another opt-in
agent-behavior refinement, consistent with existing prompt-side flags.

## What Changed

- Added `enableSimplifiedEnglishInteractions` to the experimental
instance-settings zod schema, mirror type, and feature catalog (default
off, tier preference) in `packages/shared`.
- Server `instance-settings.ts` normalizes the flag on both read
branches; `heartbeat.ts` reads it once and passes
`simplifiedEnglishInteractions` into `buildPaperclipWakePayload`.
- Shared adapter renderer
(`packages/adapter-utils/src/server-utils.ts`): added the field to
`PaperclipWakePayload`, normalization, and an `- interaction language
(experimental): ...` directive emitted in both fresh and resume prompt
lanes, so one injection point covers all adapters.
- UI: new experimental settings card "Simplified English Interactions"
in `ui/src/pages/InstanceExperimentalSettings.tsx`, in alphabetical card
order; fixtures updated.
- Tests: renderer coverage for flag on/off in both lanes, plus
schema/catalog/UI fixture updates.

## Verification

- From the repo root: `node_modules/.bin/vitest run
packages/adapter-utils` (88/88), `packages/shared` validators (25/25),
server instance-settings + heartbeat suites (47/47 and 70/70 consumer
tests), `ui` settings tests (32/32).
- Typecheck is clean in all four touched packages.
- Manual check: turn the flag on in Settings → Experimental, wake an
agent, and confirm the wake prompt contains the interaction-language
directive; turn it off and confirm the directive is absent.

## Risks

- Low risk: the flag defaults to off, and the only behavior change is
one extra directive line in the wake prompt when an operator turns it
on.
- The directive is advisory to the agent; models can still deviate from
STE. No data or API shape changes; no migration.

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking, agentic tool use via Claude Agent SDK.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 21:50:41 -05:00
e43f187cad feat(secrets): add human-approved secret proposals (#9934)
## Thinking Path

> - Paperclip is the control plane people use to manage AI-agent
companies.
> - Agents can encounter credentials during work.
> - Directly creating live secrets or bindings would bypass human
governance.
> - Proposal records must remain inert and separate from live secret
resolution until an authorized human approves them.
> - Approval must reuse the existing secret-create and protected
agent-config write paths.
> - This pull request adds the propose, review, approve, and reject
lifecycle.
> - The benefit is that agents can safely hand credentials into
Paperclip without exposing plaintext or gaining authority to activate
them.

## Linked Issues or Issue Description

Follow-on to #9921, which established run-bound agent secret access.

**Problem / motivation:**

Agents can receive credentials during work. There is no governed way for
them to propose a credential or binding without exposing plaintext in
work artifacts or immediately creating live access.

**Proposed solution:**

Store agent-authored proposals outside live secret tables. Encrypt each
proposed value and register exact-value redaction when Paperclip
receives it. Require an authorized human to approve or reject each
proposal. Approval executes through the normal write paths as the human
approver. Binding proposals can target only the proposer or its downward
reporting chain under the restrictive V1 policy.

**Alternatives considered:**

We rejected live secrets with a `proposed` status. That design would put
untrusted rows in resolver, list, and sync paths. It would also allow
uniqueness squatting. We rejected direct agent binding writes because a
binding is an agent-config write and must keep the existing human
permission gate.

**Roadmap alignment:**

This change extends the run-bound agent secret-access foundation in
#9921 with a governed proposal workflow.

## Security Verdict

Q0 SecEng verdict: **PASS-with-required-changes**. The review accepted
the separate proposal-table design and required the implementation to:

- fail closed unless both encryption and exact-value run redaction
registration succeed;
- scrub ciphertext idempotently on reject, withdraw, and expiry, with
audit-visible state;
- treat agent justification as hostile input and foreground action,
target, provenance, and approver permissions;
- snapshot and re-check the target agent plus reports-to chain at
approval to prevent org-chart laundering;
- make cascade approval atomic and fail closed if either secret creation
or binding authorization fails;
- deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources
consistently; and
- execute approval through the normal human secret/config write paths,
including protected-change gates.

Those requirements are implemented and covered by focused service,
route, and UI tests. Residual V1 risk remains the accepted 14-day
encrypted retention window. Proposal-time redaction also cannot clean a
value that leaked before the propose call.

## What Changed

- Added `company_secret_proposals`, migration `0207`, shared proposal
contracts, and a state-machine service for create, approve, reject,
withdraw, cascade, expiry, and ciphertext scrubbing.
- Added run-bound agent proposal routes and board review routes. The
routes derive provenance from authentication and enforce source
restrictions, company isolation, chain-of-command checks,
approval-as-approver, wake-on-resolution, and dual audit trails.
- Added durable per-run exact-value redaction registration so proposal
values remain redacted on later read surfaces.
- Added the Secrets **Proposals** tab and agent configuration **Proposed
access** rows. The UI shows fingerprint and length only. It also frames
agent justification as untrusted input, runs permission preflight,
supports approve and reject actions, and confirms cascades.
- Updated OpenAPI, agent skill guidance, API reference documentation,
and focused server and UI regression coverage.
- Rebased the branch onto current `master` and renumbered the proposal
migration after `0206`.

## QA Acceptance Results

Q5 QA verdict: **PASS — 9/9 acceptance criteria met**, with one Minor
non-blocking follow-up.

- **AC1:** proposed values never echo, never appear in live
lists/resolvers, and expose only fingerprint + length to board
reviewers.
- **AC2:** restrictive `self_and_reports` matrix passes: self/downward
allowed; upward/lateral denied.
- **AC3:** secret approval uses the normal create path, honors rename
overrides, records proposer/approver provenance, and scrubs ciphertext.
- **AC4:** approved bindings materialize and resolve through the target
agent's runtime list/fetch routes.
- **AC5:** pending-secret bindings require cascade; cascade succeeds
atomically and permission failures leave nothing applied.
- **AC6:** reject, withdraw, dependent rejection, and expiry paths scrub
ciphertext and preserve reasons/audit state.
- **AC7:** token/source and approver denial matrix passes through live
checks plus focused route tests.
- **AC8:** proposal lifecycle events and reused
`secret.created`/config-write events form the required dual audit trail;
origin-issue notification and wake are queued.
- **AC9:** both review surfaces render and execute correctly; UI
approval materializes the binding.

QA also confirmed zero plaintext occurrences for all exercised proposal
values in server logs. The single finding is that the company-level
`bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the
restrictive `self_and_reports` policy. The matrix is correct and the
follow-up is tracked separately, so QA classified it as non-blocking.

## Verification

- Focused server proposal and redaction suite: 83 tests pass.
- Focused proposal review UI suite: 54 tests pass.
- Embedded-Postgres migration reapply test: 1 test passes with the
documented 30-second timeout.
- `pnpm --filter @paperclipai/db typecheck` passes, including migration
numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` passes.
- `pnpm --filter @paperclipai/ui typecheck` passes.
- `pnpm check:token-gates` passes with all gates clean.
- Q5 exercised the complete propose, review, approve, bind, and
runtime-resolve flow over real HTTP, JWT, and database paths. It
verified 9/9 acceptance criteria.

## Risks

- Proposal ciphertext is retained encrypted for up to 14 days while
pending. Terminal-state and expiry scrub paths reduce but do not remove
server-compromise risk during that window.
- The V1 target policy is restrictive but not yet company-configurable.
A separate follow-up owns that change.
- A new migration can require another renumber if another migration
lands before maintainers merge this pull request.

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

## Model Used

- OpenAI Codex coding agent. The exact runtime model ID and
context-window size are not exposed. The agent used reasoning,
repository editing, terminal execution, Paperclip API, and GitHub CLI
capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its
commit trailers.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 21:49:40 -05:00
scotttongandClaude Opus 4.8 f950952de7 fix: reliably show plans in the Plan pane and restore sticky plan confirmation CTAs (#10930)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat-style tasks show an agent's plan in a dedicated "Plan" pane,
and a plan confirmation lets the user accept or request changes to that
plan
> - When an agent asked for confirmation but never actually published
the plan document (it only wrote the plan in a comment or a question),
the Plan pane rendered empty, and the confirmation call-to-action that
used to sit pinned at the bottom of the pane had disappeared
> - A user asked to confirm a plan they cannot see, with no visible CTA,
is stuck — the feature silently fails
> - This pull request closes the gap on both sides: it prevents plan
confirmations that don't point at a real, latest plan revision, it
teaches agents to publish the plan document before confirming, and it
restores the sticky confirmation action bar and an explanatory empty
state so the pane never goes silently blank
> - The benefit is that when a plan is expected, it reliably shows up in
the right pane with reachable accept/revise actions

## Linked Issues or Issue Description

<!-- No public GitHub issue exists; describing in-PR per the bug
template. -->

**Bug report**

- **What happened:** A task in planning mode could present a plan
confirmation while the Plan pane stayed empty (no plan document
rendered), and the plan-card confirmation CTAs that were previously
pinned to the bottom of the Plan pane no longer appeared.
- **Expected behavior:** When a plan is expected, the plan document
appears in the Plan pane; when a plan is genuinely missing, the pane
explains why rather than showing nothing; and the accept/request-changes
CTAs stay visible and reachable while the plan scrolls.
- **Steps to reproduce:** Put a task in planning mode with the
chat-style task view enabled, have an agent create a plan confirmation
without first publishing the `plan` document, and open the Plan tab —
the pane is blank and the confirmation actions are missing.
- **Deployment mode:** Local dev and self-hosted; UI + server.

Related PR (not a duplicate): #9609 "Pin pending confirmations by
composer" pins confirmations in a different surface (the composer); this
PR restores the Plans-pane action bar and the server/agent guarantees
behind it.

## What Changed

- **Server:** Reject a `request_confirmation` whose target is a plan
document unless a plan document exists and the target points at its
*latest* revision, so a confirmation can never reference a plan the pane
cannot render (`readPlanTarget` is now exported for reuse).
- **Agent instructions:** The CEO and default agent instruction bundles
now spell out a plan-publish contract — publish the `plan` document,
re-`GET` it and capture `latestRevisionId`, then create the confirmation
targeting that revision; never present a plan only in a thread comment
or via `ask_user_questions`.
- **UI — sticky CTAs:** Restore the plan confirmation action bar pinned
to the bottom of the Plans tab so accept/revise stay reachable while the
plan scrolls.
- **UI — diagnostics:** Keep the Plan tab visible whenever an issue is
in planning mode (even before a plan document exists) and show an empty
state explaining why the pane is empty instead of rendering nothing.
- **UI — annotations:** Add a `panelPlacement="inline"` mode so the
plan-document annotation panel renders in document flow instead of as a
floating side panel when hosted in the narrow task properties pane.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN
- `pnpm typecheck` → clean (all packages)
- UI: `pnpm --filter @paperclipai/ui exec vitest run
src/components/issue-properties/IssuePlanConfirmationActionBar.test.tsx
src/components/IssueProperties.test.tsx
src/components/IssueDocumentAnnotations.test.tsx` → 69 passed
- Server: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-thread-interaction-routes.test.ts
src/__tests__/agent-skills-routes.test.ts` → 60 passed
- Manual: with a planning-mode task, the Plan tab stays visible, shows
the plan document (or a diagnostic empty state), and the confirmation
CTAs stay pinned at the bottom.

Visual note: snapshot baselines are intentionally not updated — per
`doc/design/DECISION-SHEET.md` "Per-change snapshot verification demoted
to dormant (Jul 13 2026)". The `storybook-visual` label is intentionally
not added.

## Risks

Low-to-moderate. The server change adds a validation gate on
plan-document confirmations: an interaction that targets a stale or
nonexistent plan revision is now rejected with a 422 instead of being
created. This is the intended guarantee, but any caller that relied on
creating such confirmations will now need to publish the plan document
first (which the updated agent instructions cover). UI changes are
additive to the Plans tab and gated by the existing chat-style-task
experimental flag.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, with tool use (file editing, shell, test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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 4.8 <noreply@anthropic.com>
2026-08-05 19:32:07 -07:00
scotttongandClaude Opus 4.8 dc71fef6bf feat(ui): show task identifier in task-detail breadcrumb header (#10933)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail page shows a breadcrumb header with the task status
glyph and the task title.
> - The breadcrumb did not show the task identifier, so a reader could
not name the task without opening extra context.
> - Agents and people refer to tasks by identifier, so the identifier
belongs next to the title.
> - This pull request renders the task identifier in the breadcrumb
header, between the status glyph and the title.
> - The benefit is faster reference: a reader sees the task key and the
title together at the top of the page.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task detail breadcrumb header. It shows the status glyph and the
task title, but not the task identifier.

**Subsystem affected**
Web UI — the breadcrumb bar on the task detail page
(`ui/src/components/BreadcrumbBar.tsx`,
`ui/src/context/BreadcrumbContext.tsx`, `ui/src/pages/IssueDetail.tsx`).

**Current behavior**
The breadcrumb header renders the status glyph and then the task title.
The task identifier does not appear in the header.

**Proposed behavior**
The breadcrumb header renders the task identifier between the status
glyph and the title. The identifier uses gray monospace styling from
design tokens (`font-mono text-muted-foreground`).

**Reason and benefit**
A reader can name and reference the task from the header without opening
more context. The identifier and the title appear together.

**Breaking changes**
None. The identifier field is optional. Crumbs without an identifier
render as before.

## What Changed

- Add an optional `identifier` field to the `Breadcrumb` type and
include it in the `breadcrumbsEqual` comparison so an identifier change
triggers a fresh render.
- Add a `CrumbIdentifier` helper in `BreadcrumbBar` that renders the
identifier in gray monospace (`font-mono text-muted-foreground`), placed
after the leading status glyph in each crumb variant.
- Wire the issue identifier onto the task crumb in `IssueDetail`.
- Add unit tests that cover the identifier field in `breadcrumbsEqual`
(fresh render on change, no-op on identical value).

## Verification

- `pnpm check:token-gates` → 3/3 gates CLEAN (color literals, arbitrary
bracket values, raw font-size).
- `pnpm --filter @paperclipai/ui exec vitest run
src/context/BreadcrumbContext.test.tsx` → 4/4 tests pass.
- `pnpm typecheck` → the four changed files typecheck clean.
- Manual: open a task detail page. The breadcrumb header shows the
status glyph, then the task identifier in gray monospace, then the
title.

Visual change. Snapshot baselines are intentionally not updated, per
`doc/design/DECISION-SHEET.md` → "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

Low risk. The change is additive and the identifier field is optional.
It touches only the breadcrumb header rendering and the equality check.
No data model or API change.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, tool use enabled.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-05 19:14:51 -07:00
DottaandPaperclip ac3b2e1d7a fix(ui): use cloud logout for managed sign-out (#10937)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip supports self-hosted and Cloud-managed authenticated
deployments
> - A Cloud-managed tenant uses the Cloud harness to own the full
browser session
> - The account menu treated every authenticated deployment as Cloud and
called the local sign-out API first
> - This pull request uses the existing Cloud health metadata as the
mode gate
> - Cloud-managed sign-out now starts the harness logout round trip with
a top-level navigation
> - Self-hosted authenticated sign-out keeps the existing local API flow
> - The benefit is a complete Cloud logout without changing self-hosted
behavior

## Linked Issues or Issue Description

Related prior work: Refs #10802.

**What happened?**

The account menu called the app-local sign-out endpoint before it moved
an authenticated browser to the Cloud logout route. It also used
authenticated deployment mode as the Cloud test. This test included
self-hosted authenticated instances.

**Expected behavior**

A Cloud-managed tenant must navigate the top-level browser directly to
`/cloud/logout`. A self-hosted authenticated instance must keep the
app-local sign-out flow.

**Steps to reproduce**

1. Open a Cloud-managed tenant.
2. Open the account menu.
3. Select **Sign out**.
4. Observe that the browser returns through the tenant auth route
instead of completing the Cloud logout round trip.

**Paperclip version or commit**

Reproduced on `master` after `76f442040c`.

**Deployment mode**

Paperclip Cloud-managed authenticated deployment.

## What Changed

- Read the existing Cloud instance metadata in the account menu.
- Navigate directly to `/cloud/logout` for Cloud-managed instances
without calling the local sign-out API.
- Keep the local sign-out API and cache refresh for self-hosted
authenticated instances.
- Add regression coverage for both sides of the mode gate.

## Verification

- `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`

## Risks

- Low risk. The change is limited to the account-menu action.
- The Cloud branch depends on the existing `health.cloud` metadata that
already gates other Cloud UI behavior.
- The self-hosted regression test verifies that authenticated mode alone
does not select the Cloud route.

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

## Model Used

- OpenAI Codex based on GPT-5. The runtime provided agentic reasoning,
repository tools, shell execution, and test execution. The exact
internal model ID and context window are not exposed to the agent.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 21:14:11 -05:00
Nicky LeachandPaperclip f5e9ca3e89 fix(adapters): keep user-scoped env bindings on the agent Test action (#10926)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The agent Test action builds adapter config from the form.
> - The build-config parser kept plain and secret_ref bindings.
> - It dropped user_secret_ref bindings on the create path.
> - This PR shares one parser that keeps every binding shape.
> - The test path now sends the same env binding set that a real run
sees.
> - The benefit is one fix across every adapter build-config path.

## Linked Issues or Issue Description

**What happened?**
The agent Test action dropped a user-scoped env binding in create mode.
The same agent config worked in a real run. Related public PRs: #10115,
#9321, #9921, #8825.

**Expected behavior**
The Test action should keep user-scoped env bindings and resolve them
like a real run.

**Steps to reproduce**
1. Set a user-scoped env binding on an agent config form.
2. Run Test in create mode.
3. The probe runs without the variable.

**Paperclip version or commit**
c09d2509e3

**Deployment mode**
Local dev (pnpm dev)

**Agent adapter(s) involved**
Not adapter-specific (core bug)

**Database mode**
Embedded PGlite (default — DATABASE_URL unset)

**Additional context**
This change is not Claude-specific.

## What Changed

- Added a shared env binding parser in `@paperclipai/adapter-utils`.
- Replaced the eight adapter build-config copies with the shared helper.
- Kept `plain`, `secret_ref`, and `user_secret_ref` bindings intact in
create mode and edit mode.
- Preserved the runtime merge behavior from the earlier env merge
change.

## Verification

- Author-recorded test run:
`packages/adapter-utils/src/env-bindings.test.ts`
- Author-recorded test run:
`packages/adapters/claude-local/src/ui/build-config.test.ts`
- Author-recorded test run: six adapter build-config test files
- Author-recorded typecheck: `tsc --noEmit` for adapter-utils and the
eight adapter packages
- GitHub checks: all required PR checks pass on PR #10926.
- Greptile review: 5/5 with no open comments.

## Risks

- The change touches adapter config assembly.
- A wrong binding shape would change test-time probe input.
- Tests cover the binding types and the create-mode path.

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

## Model Used

OpenAI GPT-5, code execution and repo inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 17:18:41 -07:00
scotttongandClaude Opus 4.8 b1b7a9dff6 feat(settings): alphabetize experimental cards and drop the Experimental chip (#10924)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Instance Settings area exposes an Experimental page that lists
opt-in feature toggles as cards.
> - New experimental features were appended to the list over time, so
the cards sat in insertion order with no predictable arrangement.
> - An unordered list is hard to scan when you are looking for one
specific feature.
> - Each card also carried a small "Experimental" secondary badge, which
is redundant on a page that is itself titled Experimental.
> - This pull request sorts every card alphabetically by its title and
removes that redundant badge.
> - The benefit is a list that is faster to scan and headings that are
less cluttered.

## Linked Issues or Issue Description

No public GitHub issue exists for this change, so the enhancement is
described inline following `.github/ISSUE_TEMPLATE/enhancement.yml`:

**What existing behavior does this improve?**
The Instance Settings → Experimental page, which lists opt-in feature
toggles as a stack of cards.

**Subsystem affected**
UI — the Instance Experimental settings page
(`ui/src/pages/InstanceExperimentalSettings.tsx`).

**Current behavior**
Cards render in insertion order (the order features happened to be
added), so finding a specific feature means scanning the whole list.
Several headings also carry a redundant "Experimental" secondary badge.

**Proposed behavior**
Cards render top-to-bottom in A→Z order by title, and no card shows an
"Experimental" secondary badge. Toggle logic, footnotes, conditional
visibility, and the "Managed by Paperclip Cloud" badge are unchanged.

**Reason and benefit**
Alphabetical order makes the list predictable and quick to scan for a
specific feature. The "Experimental" badge repeats information already
conveyed by the page title, so removing it declutters the headings.

**Breaking changes**
None. This touches card render order and the removal of a decorative
badge only — no state, persistence, toggle, or visibility logic changes.

## What Changed

- Sorted every card on the Instance Experimental settings page
alphabetically by its heading title.
- Removed the redundant "Experimental" secondary badge from the card
headings (previously on Apps, Cases, and Chat-Style Tasks).
- Added tests asserting the cards render in case-insensitive
alphabetical order and that no card renders an "Experimental" secondary
badge.
- No behavior change: toggle handlers, footnotes, managed-key handling,
and conditional cards (Conference Room Chat, worktree-scoped run) are
untouched and now sort into their alphabetical slots.

## Verification

- `pnpm check:token-gates` → all 3 gates CLEAN.
- `npx vitest run ui/src/pages/InstanceExperimentalSettings.test.tsx` →
32/32 tests pass (the suite renders the real component and now covers
ordering + badge removal).
- `pnpm --filter @paperclipai/ui typecheck` (`tsc -b`) → clean.
- Manual: open Instance Settings → Experimental. The cards read A→Z and
no card shows an "Experimental" chip.

## Risks

Low risk. The change is limited to one page component: card render order
and the removal of a decorative badge, plus new tests. No state,
persistence, toggle, or visibility logic is modified.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, tool use enabled.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-05 17:08:09 -07:00
DottaandPaperclip 72b509c895 Recognize delivered workspaces and reap terminal worktrees (#10908)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Execution workspace close-readiness payloads and terminal workspace
cleanup.

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI Codex, GPT-5. The runtime did not expose a more specific model ID
or context-window size. Reasoning, tool use, repository editing, test
execution, and GitHub CLI access were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 16:34:04 -05:00
DottaandClaude Fable 5 c2b41bb7cd fix(issues): quiet missing-disposition warnings while a live continuation is running (#10899)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When an agent run ends without recording a disposition, Paperclip
raises a "missing disposition" handoff so the work does not silently
stall
> - The server already tracks whether such an issue has a live
continuation (a running or queued run, or a queued wake) in
`successfulRunHandoff.hasLiveContinuation`
> - But no UI surface read that flag, so an issue that an agent was
actively working on still showed the "This task still needs a next step"
banner, a loud thread warning, and "Needs next step" badges
> - This pull request makes every missing-disposition complaint respect
liveness: warn only when no live agent is on the issue and it is really
stuck
> - The benefit is that users see the warning only when action is
needed, and the noise disappears while an agent is already handling the
issue

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Description follows the
bug-report template:

**What happened?**

An issue that a live agent run was actively working on showed the
"missing disposition" warning banner, a loud thread notice, and "Needs
next step" badges at the same time. The API payload for that issue
showed `successfulRunHandoff.required: true` together with
`hasLiveContinuation: true` and a `liveRunId`, but the UI ignored the
liveness fields.

**Expected behavior**

The missing-disposition warning appears only when the issue has no live
run or queued wake. A live agent records a disposition when its run
ends. Paperclip complains only if the run ends and no disposition
exists.

**Steps to reproduce**

1. Let a run finish on an in-progress issue without a disposition.
Paperclip raises the handoff and queues a corrective wake.
2. Open the issue page while the corrective run (or any new run) is
live.
3. See the banner, the badges, and the loud thread notice — all visible
while the agent works.

**Paperclip version or commit**

Current `master` (reproduced at commit 6ffe9df842).

**Deployment mode**

Self-hosted development instance.

## What Changed

- `isSuccessfulRunHandoffRequired` (ui lib) returns `false` while a live
continuation exists. This quiets the Kanban card badge and the
issues-list badge. Exception: when the only continuation is a
not-yet-promoted scheduled retry, the notice stays visible so the
**Retry now** control stays reachable.
- `IssueBlockedNotice` also checks the real-time live-run set
(`liveIssueIds`). A run that starts after the issue payload was fetched
hides the banner at once.
- `IssueChatThread` derives an effective handoff state from the live
runs it already tracks. The loud "Missing issue disposition" thread
notice folds into the quiet collapsed row while a continuation is live,
and unfolds if the run ends without a disposition.
- Server: `hydrateSuccessfulRunHandoffLiveness` now hydrates escalated
handoffs too. The blocked-inbox `missing_disposition` attention is
suppressed for escalated handoffs with a live run or wake. This matches
the existing required-state suppression.

## Verification

- `cd ui && npx vitest run src/components/IssueBlockedNotice.test.tsx
src/components/IssueChatThreadSystemNotice.test.tsx
src/components/IssueChatThread.test.tsx` — 106 tests pass, including 6
new tests for the live/stale/scheduled-retry matrix
- `cd ui && npx vitest run src/components/IssuesList.test.tsx
src/components/KanbanBoard.test.tsx src/lib` — pass
- `cd server && npx vitest run
src/__tests__/issue-blocker-attention.test.ts
src/__tests__/issue-list-assignee-filter-routes.test.ts
src/services/recovery/successful-run-handoff.test.ts
src/__tests__/attention-service.test.ts` — pass, including new
escalated-liveness cases
- `pnpm typecheck` clean in `ui` and `server`; `node
scripts/check-token-gates.mjs` clean
- Manual check: a live issue's API payload showed `required: true` with
`hasLiveContinuation: true` and a `liveRunId` while the banner was still
on screen; with this change that state renders no complaint

## Risks

- Behavioral shift only; no schema or migration changes. All complaints
reappear as soon as the continuation stops without a disposition, so
nothing can get lost permanently.
- A queued wake counts as a live continuation. If a wake sits queued for
a long time, the warning stays hidden for that time. The blocked-inbox
path already behaved this way; the UI now matches it.
- The scheduled-retry carve-out keeps the current Retry-now workflow
intact.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — agentic coding session
with extended thinking and tool use (file edit, shell, test execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 15:59:01 -05:00
DottaandClaude Fable 5 427509e6e0 fix(ui): show the synced company logo on the Cloud org switcher trigger (#10917)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - On Paperclip Cloud a tenant instance holds exactly one company, and
the cloud control plane pushes the stack's uploaded workspace icon into
that company's branding.
> - The cloud-mode organization switcher trigger always rendered the
deterministic monogram, so an uploaded organization logo never appeared
in the app chrome.
> - This pull request renders the trigger through the tenant company's
logo and brand color, with the monogram as the fallback.
> - The benefit is that the logo a customer uploads for their
organization actually shows up inside their Paperclip app.

## Linked Issues or Issue Description

No existing public issue found (searched open/closed PRs and issues for
"organization logo", "switcher logo", "company logo cloud" — closest
related PR is #10850, which introduced the cloud-mode switcher).
Describing in-PR:

**Subsystem affected**

Board UI: the sidebar organization switcher in Paperclip Cloud mode
(`SidebarCompanyMenu`).

**Problem or motivation**

A Cloud customer uploads an organization logo when creating their
workspace; the control plane syncs it into the tenant company's branding
(`company.logoUrl`). But the cloud branch of the switcher trigger
rendered `StackIcon` — monogram-only by design for stack rows — for the
trigger too, ignoring `selectedCompany.logoUrl`. Result: the uploaded
logo never appears in the app chrome; users see a letter tile instead.

**Proposed solution**

Add a `CurrentStackIcon` for the trigger that passes the selected
company's `logoUrl`/`brandColor` into `CompanyPatternIcon`, seeded by
the stack display name. Falls back to the exact previous monogram when
no logo is set. Stack rows are unchanged: the portfolio payload
deliberately carries no hot-linkable icon URL for other stacks.

**Alternatives considered**

Fetching per-stack icons for the rows was rejected: the cloud portfolio
payload carries no icon URLs (embedding signed, expiring control-plane
URLs would be wrong), and the defect is the current organization's
chrome, which the already-synced company logo covers.

## What Changed

- `ui/src/components/SidebarCompanyMenu.tsx`: cloud-mode trigger renders
the tenant company logo (fallback: monogram); stack rows untouched;
self-hosted path untouched.
- `ui/src/components/SidebarCompanyMenu.test.tsx`: new regression test
that the trigger carries the company logo while stack rows keep
monograms; the `CompanyPatternIcon` mock now exposes `logoUrl`.

## Verification

- `pnpm --dir ui exec vitest run
src/components/SidebarCompanyMenu.test.tsx`: 12/12 pass (11 existing + 1
new).
- `pnpm --dir ui exec tsc --noEmit`: clean.

## Risks

- Cloud-only rendering branch; self-hosted trigger rendering is
untouched.
- If the branding sync has not run yet, the trigger shows the same
monogram as before — no regression, and it upgrades in place once
`logoUrl` arrives.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. The run used extended
reasoning, repository tools, shell execution, and GitHub integration.

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 15:30:59 -05:00
DottaandPaperclip 1fa36be353 fix(ui): use HTTP-safe clipboard copy everywhere (#10875)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators often open self-hosted Paperclip over plain HTTP on a LAN
or private network.
> - Browser Clipboard API writes are not reliable in that insecure
context.
> - Paperclip already has one shared helper with a legacy copy fallback,
but many current copy actions bypass it.
> - This pull request routes every core UI copy action and the
first-party workspace-diff plugin through the shared helper.
> - The benefit is consistent copy behavior on HTTPS, localhost, and
plain-HTTP private deployments.

## Linked Issues or Issue Description

Refs #3529.

This change supersedes the stale prior attempt in #3531. Current master
has more copy surfaces and a first-party plugin UI bridge that the prior
branch does not cover.

## What Changed

- Replaced direct Clipboard API writes and duplicate fallback
implementations across the current core UI with `copyTextToClipboard`.
- Added an HTTP-safe clipboard function to the plugin UI SDK and wired
the host bridge to the same implementation.
- Migrated the first-party workspace-diff plugin to the plugin SDK
clipboard function.
- Added unit coverage for native rejection fallback and plugin host
delegation.
- Added a source-level regression test that rejects new direct clipboard
writes outside the shared implementation.
- Documented the plugin UI clipboard function.

## Verification

- `NODE_ENV=test pnpm exec vitest run ...` for 14 affected suites: 164
tests passed.
- `pnpm exec vitest run tests/ui-clipboard.test.ts` in
`packages/plugins/sdk`: 1 test passed.
- `NODE_ENV=test pnpm -r typecheck`: passed for 31 workspace projects.
- `NODE_ENV=test pnpm test:run`: passed.
- `NODE_ENV=production pnpm build`: passed.
- `pnpm check:token-gates`: passed with all gates clean.

## Risks

Low risk. Secure contexts still use the modern Clipboard API. Plain HTTP
and rejected modern writes use the existing `execCommand("copy")`
fallback. That API is deprecated, but it is the compatibility path
required for insecure contexts. The change has no schema, API, or visual
design effect.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`. The runtime did not expose a context-window
size. Reasoning, tool use, repository editing, test execution, and
GitHub CLI access were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 10:45:08 -05:00
DottaandPaperclip 14d755824c Remove decision and review summaries from issue headers (#10891)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators use issue pages to read task state and control task work
> - The issue header showed separate summaries for open decisions and
review paths
> - These summaries repeated state that belongs in the Decisions view
> - The extra sections added noise before the issue description and
thread
> - This pull request removes both header summaries and keeps decision
actions in the Decisions view
> - The benefit is a simpler issue header with one place for decision
work

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The issue detail header shows separate pending-decision and review-path
sections.

**Subsystem affected**

`ui/` — React and Vite board UI.

**Current behavior**

An issue header can show a decision strip and a larger review panel
before the issue content.

**Proposed behavior**

The issue header does not show either decision section. Operators
continue to manage decisions and stalled reviews in the Decisions view.

**Reason and benefit**

This removes duplicate decision state from the issue header and reduces
visual noise.

**Breaking changes**

The issue page no longer provides these summaries or shortcuts. Decision
data, review state, and the Decisions view do not change.

## What Changed

- Removed the pending-decision strip and review-path panel from the
issue detail header.
- Deleted the two unused header components and the panel-specific test.
- Kept stalled-review actions and their Storybook examples in the
Decisions queue.
- Added an issue-detail regression test that covers both removed
sections.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/IssueDetail.test.tsx` (46 tests passed)
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm build-storybook`
- `git diff --check`

## Risks

- Low risk. This change removes two issue-header surfaces. It does not
change decision APIs or data.
- Users must open the Decisions view to find pending decisions and
stalled-review actions.

> This change does not duplicate planned core work in `ROADMAP.md`.
GitHub searches found no related open issue or pull request.

## Model Used

- OpenAI Codex, GPT-5. The exact deployment ID and context window are
not exposed. Tool use and code execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 10:23:16 -05:00
DottaandPaperclip ef33c1d9ed fix(decisions): retire completed-target decisions and link targets from the card (#10892)
<!-- 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
> - The decisions desk shows pending decisions that need an operator
response
> - A strict decision cannot apply its effects after its target task
changes
> - A decision still remained pending when every target task finished
after proposal
> - The card also linked only the origin task, even when the decision
acted on another task
> - This pull request expires those moot decisions and links their
target tasks
> - The benefit is an accurate queue and a clear path to the work that
each decision affects

## Linked Issues or Issue Description

Related PR: #10801 removes the issue-page decision strip, which makes
clear queue provenance more important.

**What happened?**

A strict decision stayed pending until its time-to-live limit after
every target task reached `done`. The decision card linked only the
origin task. The origin task is where the agent proposed the decision,
and it can differ from the task that the decision affects. An operator
could therefore open a finished task with no visible decision and no
explanation of the real target.

**Expected behavior**

Paperclip must expire a strict decision when all of its targets finish
after the decision is proposed. The card must show and link every target
task that differs from the origin task.

**Steps to reproduce**

1. Create a strict decision that targets an active task from a different
origin task.
2. Move the target task to `done` without resolving the decision.
3. Run the decision expiry sweep.
4. Observe that the old code keeps the decision open until its
time-to-live limit.
5. Observe that the old card links only the origin task.

**Paperclip version or commit**

The bug reproduces on upstream `master` before this pull request.

**Deployment mode**

Local dev and self-hosted server modes are affected because the behavior
is in the shared decision service and board UI.

## What Changed

- Expire an open strict decision with reason `target_completed` when
every strict target reached `done` after proposal.
- Keep decisions that intentionally target an already-finished task.
- Keep lenient-only decisions open.
- Keep continuation delivery consistent with other expiry reasons.
- Add target-task links to the decision card provenance line.
- Use one shared target-ID helper across signing, execution, expiry,
card provenance, and resolver preloading.
- Add service and UI regression tests for primary, secondary, and
target-completed cases.

## Verification

- `pnpm exec vitest run ui/src/components/DecisionCard.test.tsx
server/src/__tests__/decisions-service.test.ts` — 51 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — all gates clean.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low migration risk. This change does not alter the database schema.
- The expiry sweep performs the existing strict-target query and adds a
snapshot comparison before expiry.
- A decision remains open if any strict target is active or if a target
was already `done` at proposal time.

> The roadmap lists work queues as planned. This pull request fixes the
existing decisions desk. It does not add a new queue subsystem.

## Model Used

- Implementation: Anthropic Claude through Claude Code. The runtime did
not expose the exact model snapshot or context-window size. The model
used reasoning, repository tools, code execution, and test execution.
- PR preparation: OpenAI Codex with GPT-5. The runtime did not expose a
dated model snapshot or context-window size. The model used reasoning,
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-05 09:55:01 -05:00
8142e54150 feat(activity): merge the audit page into one rich Activity page (#10838)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board has two different pages for change history: a basic
Activity list and a rich Audit feed
> - The two pages show the same kind of information, so an operator must
guess which page to open
> - The basic list also caps at 200 rows and has no filters, so it hides
older changes
> - This pull request merges both pages into one Activity page that is
built on the rich audit feed
> - The page adds a scope toggle for all actors or agent actions only,
and it hides privileged controls from members who do not have the audit
permission
> - The benefit is one obvious place to answer "who changed what", for
every member, with filters and full history

## Linked Issues or Issue Description

Related pull requests in this stack (open both before this one):

- Refs #10830 — adds the company prefix to the board audit route.
- Refs #10831 — adds the two-tier all-actors scope to the audit
endpoint. This pull request calls that scope.

This branch is stacked on those two pull requests. The diff therefore
shows their commits until they merge. After they merge, this pull
request contains only the last two commits: the page merge and the
actor-label fix.

**Problem or motivation**

The board has two overlapping history pages. `/:company/activity`
renders a plain list that is capped at 200 rows and has no filters. The
audit page renders a filtered, paginated feed of agent actions, but it
is a separate sidebar item and it was reachable only by members with the
audit permission. A member who wants to know who changed an issue must
know which of the two pages answers the question.

**Proposed solution**

Keep one sidebar item, "Activity", and build it on the rich feed. Add a
scope toggle: "All activity" reads every actor kind, and "Agent actions"
keeps the earlier audit behavior. Put the scope in the `mode` query
parameter so a person can link to it. Show the responsible-user filter
and the CSV export only to callers that the server answers at the
privileged tier. Redirect the earlier audit paths to the merged page
with the agent scope preset, so old links continue to work. Delete the
plain list page.

**Alternatives considered**

Keeping both pages and adding filters to the plain list. That duplicates
the feed logic and keeps the "which page?" problem. Deleting the audit
page instead was also rejected, because the audit feed has the
pagination, filters, and export that the plain list does not.

**Roadmap alignment**

The roadmap marks the activity log and action attribution as shipped.
This change improves that shipped capability. It does not add a new
subsystem.

## What Changed

- Added a scope toggle to `AuditFeed`. "All activity" requests
`actorScope=all`, and "Agent actions" keeps the earlier agent-only
request. Cursor pagination works in both scopes.
- Stored the scope in the `mode` query parameter, so a person can
bookmark or share a scope.
- Made the page chrome permission-aware. The toggle, the
responsible-user filter, and the CSV export appear only when the server
answers at the privileged tier. A basic member sees the shared feed and
no upsell wall.
- Replaced the sidebar "Audit" item. The sidebar now has one "Activity"
item.
- Redirected `/:company/audit` and the unprefixed `/audit` to
`/:company/activity?mode=agents`.
- Deleted the earlier `ui/src/pages/Activity.tsx` list page and the
`CompanyAudit` page wrapper. Added `CompanyActivity` as the single route
target.
- Fixed the actor label for stripped rows. The basic tier removes the
agent id but keeps the actor kind, so every agent row rendered as
"System". Rows now fall back to the actor kind: "Agent", "User",
"Plugin", or "System".
- Widened the responsible-user filter control, which truncated its own
label.
- Resolved agent names on the basic tier. The basic tier removes the
privileged `agentId` but keeps the acting principal `actorId`, and the
company agent directory this page already reads is
authorization-filtered. The feed therefore resolves an agent actor from
`agentId` first and from an agent-typed `actorId` second. Hiding the
name only in the UI gave no confidentiality benefit, because any reader
could join the retained id against the readable directory. Agents that
the directory filters out still fall back to the generic kind label. No
server payload or permission was widened.
- Fixed a stuck state in the access-downgrade recovery. A downgrade
between cursor requests leaves full-tier and basic-tier pages in one
cache, which starts a single recovery refetch. If that refetch did not
clear the mix, the cached pages kept the condition true, the "Refreshing
audit access…" banner rendered permanently, and it hid the error state
together with its "Try again" button. The banner is now tied to an
outstanding attempt. The refetch effect also depended on the whole query
object, which changes identity every render, so it repeated the request
on each render; the attempt is now tracked in state and runs once per
downgrade.
- Kept the agent detail "Audit" tab unchanged. That tab passes a locked
agent id, which keeps the earlier privileged scope and hides the toggle.

The `GET /companies/:id/activity` endpoint stays. The dashboard still
reads it. This pull request does not change that endpoint.

## Verification

- `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx
ui/src/App.activity-routing.test.tsx ui/src/lib/company-routes.test.ts
ui/src/components/Sidebar.test.tsx
server/src/__tests__/activity-routes.test.ts
server/src/__tests__/agent-action-audit-routes.test.ts` — all tests
pass.
- New `ui/src/App.activity-routing.test.tsx` drives the real route
table. It asserts that the company activity path resolves, and that both
the company audit path and the unprefixed audit path reach the activity
path with the agent scope preset.
- New `AuditFeed` tests cover the scope toggle, the basic tier without
privileged chrome, the locked-agent case, the actor-kind fallback label,
basic-tier name resolution, and both downgrade-recovery paths (the
refetch errors, and the refetch returns a still-mixed pair).
- Mutation-checked the three new guards: disabling each one fails the
test that covers it, so none of them pass vacuously.
- `pnpm -r typecheck` is clean. Both design token gates are clean.
- Rendered every state in a browser at 1440x900 and at 390x844: both
scopes, the basic member view, the loading state, the error state, the
filtered-empty state, and the true-empty state. A designer reviewed the
renders and approved them.

## Risks

- The default company page now reads the all-actors scope, which returns
more rows than the earlier agent-only query. Cursor pagination and the
existing page limit bound each request.
- The page is now visible to every company member. The server decides
what each member sees. The UI only hides controls that the caller cannot
use. Refs #10831 for the server rules and tests.
- The basic tier now shows agent names that the previous revision
withheld. The name was already recoverable from the retained `actorId`
through the readable agent directory, so this closes an inconsistency
rather than widening access. A security reviewer chose this outcome over
stripping `actorId`.
- Old audit links now redirect. The redirect keeps the agent scope, so a
person who bookmarked the audit page sees the same rows.
- Low migration risk. There is no database change.

> The roadmap marks activity log and action attribution as shipped. This
change improves that existing capability.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-04 23:30:23 -05:00
DottaandPaperclip 68ddd6a7a0 feat(activity): add two-tier all-actors audit feed (#10831)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators need one activity feed for human, agent, plugin, and
system changes
> - The existing audit endpoint returns only rows that have agent
attribution
> - The full audit view also requires a dedicated permission
> - This pull request adds an explicit all-actors scope with basic and
privileged access tiers
> - The benefit is that company members can inspect the shared activity
history while sensitive attribution and export controls stay protected

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The company audit activity endpoint and the board audit route.

**Subsystem affected**

Server REST API and board UI routing/API contracts.

**Current behavior**

The agent-action audit endpoint excludes activity without an agent ID.
It also rejects company members who do not have the full audit
permission.

**Proposed behavior**

Callers can opt into `actorScope=all`. A company member receives all
actor kinds with sensitive attribution fields removed. A permitted board
user receives complete rows and can use attribution filters. The default
scope and CSV permission remain unchanged.

**Reason and benefit**

The board needs one chronological activity source for user, agent,
plugin, and system actions. A two-tier response keeps the feed useful
without widening access to detailed attribution or export capabilities.

**Breaking changes**

None. The endpoint keeps the existing agent-only scope and permission
behavior by default.

## What Changed

- Added `actorScope=all` to the unified audit query and included
activity from every actor type.
- Added a company-readable basic tier that removes run,
responsible-user, agent, and details attribution.
- Kept attribution filters and CSV export behind
`audit:view_agent_actions`.
- Added route and integration coverage for basic readers, permitted
readers, pagination, filter denial, and all actor kinds.
- Added the missing unprefixed `/audit` redirect and company route
classification.

## Verification

- `pnpm exec vitest run server/src/__tests__/activity-routes.test.ts
server/src/__tests__/agent-action-audit-routes.test.ts
ui/src/lib/company-routes.test.ts --reporter=verbose` (35 tests passed)
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`

## Risks

- The all-actors query can return more rows than the legacy agent-only
query. Cursor pagination and existing limits bound each request.
- The basic tier intentionally exposes action and actor-kind context. It
removes detailed run, agent, responsible-user, and details attribution.
- The legacy endpoint behavior remains the default, which reduces
compatibility risk.

> The roadmap marks activity log and action attribution as shipped. This
change improves that existing capability and does not introduce a
separate workflow system.

## Model Used

- OpenAI Codex, `gpt-5.6-sol`, 114K context, agentic reasoning with tool
use and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-04 23:07:38 -05:00
DottaandPaperclip f0ed524ffa fix(ui): prefix audit board route (#10830)
<!-- 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.
> - The board UI keeps company work under a company-prefixed route.
> - The Audit sidebar link used a bare `/audit` path.
> - The route helper treated `audit` as a company prefix because the
board-route list did not include it.
> - The router also had no redirect for a bare `/audit` deep link.
> - This pull request registers Audit in both places and adds regression
coverage.
> - The benefit is that the Audit sidebar link and old bare deep links
open the active company's audit feed.

## Linked Issues or Issue Description

Related PR: #9744

**What happened?**

The Audit sidebar link opened `/audit`. The router interpreted `AUDIT`
as a company prefix and showed the invalid-company page.

**Expected behavior**

The Audit sidebar link must open `/<company-prefix>/audit`. A bare
`/audit` deep link must redirect to the active company.

**Steps to reproduce**

1. Open a company board.
2. Select Audit in the sidebar.
3. Observe that the app opens `/audit` and shows an invalid-company
error.

**Paperclip version or commit**

Reproduced on master after #9744.

**Deployment mode**

Board UI in local or self-hosted deployments.

## What Changed

- Added `audit` to the board-route root list.
- Added the unprefixed `/audit` redirect route.
- Added regression tests for Audit prefixing, prefix extraction, and
relative-path conversion.

## Verification

- `pnpm exec vitest run ui/src/lib/company-routes.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- Manual check: select Audit in the sidebar and confirm the URL is
`/<company-prefix>/audit` and the audit feed renders.

## Risks

- Low risk. This change only reserves one existing board route and adds
one redirect.
- A company cannot use `AUDIT` as an issue prefix after this change.
That prefix already conflicts with the existing Audit board page.

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

## Model Used

- OpenAI Codex with GPT-5. The runtime does not expose a more specific
model ID or context-window size. The agent used reasoning, repository
tools, code execution, and test execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-04 23:07:24 -05:00
DottaandClaude Opus 5 e8ae5286eb feat(issues): explain cross-task agent writes with attribution, audit receipts, and actionable denials (#10843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents write to tasks they do not own. They comment, they change
fields, and the control plane now permits this by default for
standard-trust agents on any task they can read
> - This makes a task thread ambiguous. A reader sees a comment from an
agent that is not the assignee, but no surface says whose authority that
write rode
> - The same gap applies to field edits. The activity stream named the
verb, but it did not show the before value, the after value, or the
reason the write was permitted
> - The remaining refusals are also opaque. An agent that hits a wall
receives a 403 with no boundary name, no actor who can act, and no
sanctioned path. One real incident spent a full detour to find the
workaround
> - This pull request adds the three surfaces that make open cross-task
writes legible: an attribution chip, a field-level audit receipt, and an
actionable denial contract shared by the API and the UI
> - The benefit is that a reader can answer "who did this, on whose
authority, and was it allowed?" on the task itself, and a blocked writer
is told what to do next

## Linked Issues or Issue Description

No public issue exists for this work, so the enhancement is described
here.

**What existing behavior does this improve?**

Cross-task agent writes are permitted, but they are not explained. A
task thread can hold comments from agents that are not the assignee, and
the activity stream can hold field changes made by those agents. Neither
surface names the responsible user behind the write. When a write is
refused, the error text does not name the boundary or the way forward.

**Subsystem affected**

Issue detail UI (comment thread and activity stream), the issue write
authorization responses in the server, and the shared copy contract that
both consume.

**Current behavior**

- An agent comment on a task the agent does not own looks the same as an
assignee comment.
- An `issue.updated` activity row states the verb only. It does not show
the field-level before and after values, the responsible user, or the
authorization reason.
- A refused write returns a short message such as an ownership error.
The message does not state which rule fired, who is able to perform the
action, or which alternative path is sanctioned.

**Proposed behavior**

- An agent comment on a task the agent does not own carries a chip that
reads "for {user}". The chip names the responsible user. Its tooltip
states that the author is not the assignee and cannot exceed that user's
permissions.
- Each `issue.updated` row shows a receipt: the changed fields with
before and after values, the responsible user, and the authorization
reason. This applies to board edits as well as agent edits.
- Each refusal states three things: the boundary that fired, who is able
to act, and the sanctioned path. The API error body and the in-app
notice use the same words, because both read one shared contract.

Related pull requests, found by searching this repository:

- Refs #10837 — merged. It added the default-open cross-task write rule,
the comment attribution data, and the per-run containment cap that this
pull request makes visible.
- Refs #10114 — open. It proposes a narrower authorization change in the
same area.
- Refs #7998 — open. It proposes append-only cross-assignee comments as
an alternative to opening writes.

## What Changed

- Adds `packages/shared/src/issue-write-denial.ts`. This is one copy
contract for eight ways an issue write can be refused: not visible,
responsible-user ceiling, responsible user unavailable, excluded actor
class, assignee run lock, per-run cross-task cap, missing run context,
and rejected attribution. Each entry names the boundary, who can act,
and the sanctioned path.
- Maps server authorization decisions onto that contract in
`server/src/routes/issues.ts` and
`server/src/services/cross-issue-influence-limit.ts`. The flattened
`error` string carries all three obligations, and `details.code` lets
the UI render the same words. The two cap codes keep the names they
already ship under.
- Adds `CommentAttributionChip`. It renders "for {user}" beside the
author name on agent comments where the author is not the assignee. It
renders nothing when no responsible user is recorded, so older rows stay
clean. It is wired into both `IssueChatThread` and the flagged
`TaskChatThread` redesign.
- Adds `IssueFieldChangeReceipt`. It renders the change receipt under
`issue.updated` rows in the activity stream. Ids resolve to agent and
user names where the directory is loaded. Server-truncated text is
labelled as a preview, so the receipt never implies that it shows a
whole value.
- Adds `IssueWriteDenialNotice`. It renders the shared copy in the app,
keyed off the denial events the server logs on a task.
- Adds a public `/ux-lab/cross-issue-collaboration` page. It renders all
three surfaces and their edge cases for review without a seeded thread.
This follows the existing `ux-lab` pages.

## Verification

Automated, all green:

```
pnpm --filter @paperclipai/shared exec vitest run src/issue-write-denial.test.ts        # 17 tests
pnpm --filter @paperclipai/ui exec vitest run src/components/IssueWriteDenialNotice.test.tsx \
  src/components/IssueFieldChangeReceipt.test.tsx src/components/CommentAttributionChip.test.tsx \
  src/lib/issue-change-receipt.test.ts src/lib/comment-attribution.test.ts                # 46 tests
pnpm --filter @paperclipai/server exec vitest run src/__tests__/cross-issue-influence-limit.test.ts \
  src/__tests__/issue-comment-attribution-audit-routes.test.ts \
  src/__tests__/issue-agent-mutation-ownership-routes.test.ts \
  src/__tests__/low-trust-red-team-routes.test.ts                                        # 98 tests
```

`tsc --noEmit` passes for the shared, ui, and server packages.

Manual, in a browser:

1. Start the UI only: `pnpm --filter @paperclipai/ui exec vite`.
2. Open `/ux-lab/cross-issue-collaboration`. No session is needed,
because `ux-lab` routes are public.
3. All three surfaces were captured at 1440x900 in light mode and dark
mode, and at 390x844. The page reported no errors.
4. The chip tooltip was opened by a hover and by a keyboard focus.

Rendering the page found defects that the tests had missed. Three copy
and contrast defects were fixed, and two of them are now pinned by a
test. A design review then found three layout defects, which are also
fixed: the denial notice orphaned its label when a value wrapped, the
receipt icon wrapped onto its own line at narrow widths, and the chip
tooltip was reachable by hover only.

## Risks

Low risk, and additive.

- Every new surface renders nothing when its data is absent. Comments
without a recorded responsible user show no chip, and activity events
without a receipt show no receipt, so existing rows do not change.
- No migration is included. The data these surfaces read already ships.
- The wire values of the two per-run cap denial codes are unchanged.
Only the human-readable text changes, plus six codes that had no
`details.code` before.
- The denial copy is read by agents as well as people. If wording must
change later, one shared module is the only place to change it.
- Roadmap check: this extends the completed "Activity log & action
attribution" area rather than duplicating planned core work.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context
window, extended thinking, with tool use and code execution. It ran as
an agent in Claude Code and drove a real browser to capture the review
screenshots.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-04 23:02:51 -05:00
DottaandPaperclip 5858ccb981 feat: make in-app features cloud-aware (#10850)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the same board application in self-hosted and
Paperclip Cloud deployments.
> - A Cloud tenant contains one company, so an in-app company switch
does not change the active Cloud stack.
> - Cloud operators need the sidebar and company surfaces to use the
signed-in user's stack portfolio.
> - The server must derive Cloud identity and links from trusted
instance context instead of client input.
> - This pull request adds canonical Cloud context, a trusted stack
portfolio proxy, and Cloud-aware navigation.
> - The benefit is consistent stack switching on Cloud while self-hosted
company behavior stays unchanged.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: server REST routes and the React board UI.

**Problem or motivation**

A Cloud-managed instance contains one company. The existing company
switcher could only switch records inside that tenant. It could not move
the operator to another Cloud stack. The existing header also gave long
organization names too little width.

**Proposed solution**

Expose a canonical public Cloud context in health data. Add a trusted
server proxy for the current user's stack portfolio. Use that data in
the board UI to switch stacks with top-level navigation. Keep the
existing company behavior on self-hosted instances. Move search into the
navigation and keep long organization names inside the sidebar panel.

**Alternatives considered**

An in-app `/stacks` route was rejected because Cloud tenant hosts
reserve that path and stack selection must wake or authenticate another
tenant. Client-supplied user identity was rejected because the server
can derive the trusted Cloud actor.

**Roadmap alignment**

This change advances the Cloud deployments milestone. It keeps the
product local-first and Cloud-ready without changing the self-hosted
mental model.

## What Changed

- Added canonical Cloud instance context and public health metadata.
- Added a Cloud-only stack portfolio proxy with trusted actor forwarding
and per-user caching.
- Prevented normal company creation on Cloud-managed instances.
- Switched the sidebar and Companies page from company actions to stack
actions on Cloud.
- Added full-page stack navigation and Cloud create-stack links.
- Moved search into the sidebar navigation so the organization name
keeps more width.
- Added truncation and hover recovery for long organization and stack
names.
- Added server and UI regression coverage for Cloud and self-hosted
behavior.
- Updated the implementation specification for the Cloud contracts.

## Verification

- `node scripts/check-token-gates.mjs` passed. All three token gates are
clean.
- `pnpm --dir server exec vitest run src/__tests__/health.test.ts
src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts
src/__tests__/company-cloud-floor.test.ts
src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66
tests.
- `pnpm --dir ui exec vitest run
src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests.
- Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real
HTTP route factories and real Chromium screenshots in Cloud and
self-hosted modes.
- Security reviews passed for the canonical Cloud context and stack
portfolio proxy.

## Risks

- Cloud stack switching depends on the configured Cloud application and
tenant portfolio URLs.
- The new health `cloud` block is public by design, but it contains only
canonical public instance metadata.
- The stack proxy fails closed on self-hosted instances and derives the
user identity from the trusted actor.
- Self-hosted navigation and company creation retain their existing
paths and behavior.

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

## Model Used

- OpenAI Codex, model `gpt-5`. The run used reasoning, repository tools,
shell execution, and GitHub integration. The deployment did not expose
its context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-04 23:00:14 -05:00
sparkeros 7cff943fb8 chore(ui): remove deprecated baseUrl from ui/tsconfig.json (#4067)
## Thinking Path

- TypeScript editor integration surfaces the warning `Option 'baseUrl'
is deprecated and will stop functioning in TypeScript 7.0` on
`ui/tsconfig.json`.
- TS 5+ resolves `paths` relative to the `tsconfig.json` file when
`baseUrl` is absent.
- The existing `paths` entries already use `./` prefixes (`./src/*`,
`./node_modules/lexical/index.d.ts`), so removing `baseUrl: "."` is a
no-op at runtime.
- Clearing the warning now avoids the cliff when TypeScript 7 ships.

## What Changed

- Removed `"baseUrl": "."` from `ui/tsconfig.json`.

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passes unchanged.
- `@/...` and `lexical` imports continue to resolve identically (same
prefixes work with or without `baseUrl` because they start with `./`).

## Risks

- None expected. `baseUrl` was only used for path-mapping resolution,
and every entry in `paths` is already relative.

## Checklist

- [x] Ran `pnpm typecheck` locally — passes
- [x] No runtime behavior change
- [x] Single-file, single-line cleanup

🤖 Generated with [Claude Code](https://claude.com/claude-code)
2026-08-04 18:39:13 -05:00
678728f650 feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents move issues to `in_review` and rely on a "review path" (an
interaction, an approval, a monitor, or a named reviewer) to tell them
who decides next.
> - That review path can silently disappear. A user comment supersedes
the pending interaction, a monitor is exhausted, or a run ends without
restoring a path. The issue then sits in `in_review` with nobody
reviewing it and no visible action.
> - Such issues become invisible zombies. Nobody knows a decision is
owed, so the work stalls forever.
> - This pull request makes the review path a maintained invariant,
exposes a `reviewAttention` surface, and gives every stalled review
three inline actions in the UI.
> - The benefit is that an `in_review` issue always shows who reviews
it, or shows an amber "nobody is reviewing this" notice with one-click
Approve, Request changes, and Send back to work.

## Linked Issues or Issue Description

This pull request describes the problem inline. The tracking issue is
internal.

**Subsystem affected**

The review and attention loop that agents and humans share: the
`in_review` status, the `reviewAttention` surface, the /decisions
attention feed, and the issue-page review panel.

**Problem or motivation**

Agent-owned issues in `in_review` can lose their last review path. A
user comment supersedes the pending interaction. A monitor is exhausted.
A run ends without restoring a path. The issue then sits in `in_review`
with no reviewer and no visible action. It becomes an invisible zombie
and the work never progresses.

**Proposed solution**

Maintain the review path as a server invariant. Expose a
`reviewAttention` field that says what is under review, who decides, and
since when. Render a persistent review panel on the issue page and
inline actions on the /decisions feed. Keep human PATCHes into
`in_review` ungated, but record the requesting user so the panel never
renders empty.

**Alternatives considered**

A pure background auto-recovery sweep. This stays opt-in and is not
enough on its own, because it is invisible to the human. A bare status
banner. This is rejected, because it gives no action to resolve the
stall.

**Roadmap alignment**

This improves the core review and attention loop that both agents and
humans use every day.

## What Changed

- **Server — maintained review-path invariant:** when an issue enters or
sits in `in_review`, the server derives and persists a review path
(interaction, approval, monitor, or the requesting user) and recovers a
stale path with one bounded wake instead of leaving the issue pathless.
- **Server — `reviewAttention` surface:** a new field describes what is
under review (bound target with links), who decides, since when, and
whether the review is stalled. Stalled agent-assigned reviews are now
included in the attention feed.
- **Server — inline stalled-review decisions:** secured routes let a
permitted responder Approve (→ `done`), Request changes (→ `todo` + wake
carrying the note), or Send back to work (→ `todo` + wake) directly from
the attention feed.
- **Server — resume-intent wake:** an `in_review -> todo` transition now
wakes the assigned agent so a resumed review is not dropped.
- **Server — user-entry symmetry:** user PATCHes into `in_review` stay
ungated (no 422 for humans) and record the requesting user, who becomes
the named responder when no other path exists.
- **UI — review panel:** a persistent `IssueReviewPanel` renders above
the thread whenever status is `in_review`. The covered state shows the
bound target, responder, and outcomes and hoists the pending
interaction/approval card. The stalled state shows the amber notice plus
the three actions.
- **UI — decisions card actions:** the same three actions render inline
on the /decisions `AttentionQueueRow`.
- **UI — responsive fix:** the stalled action row stacks to full-width
buttons at phone width and returns to a horizontal row at `sm` and up.
New 390px stories capture the phone layout.

## Verification

- `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx
src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts
src/api/issues.test.ts` — 91 tests pass.
- Server suites added and updated: `issue-review-attention`,
`issue-stalled-review-decision-routes`, `review-path-recovery`,
`recovery-observability`, and related route/liveness tests (run by CI).
- A designer reviewed the UI at 390px and desktop in light and dark
themes on both the issue-page panel and the /decisions card. The stalled
action row stacks cleanly at phone width with no overlap and keeps the
horizontal row on desktop.

## Risks

- **Migration:** adds migration `0200` (next after master `0199`, no
renumber). It extends the agent-wakeup-requests schema and is additive.
- **Behavioral shift:** `in_review -> todo` now dispatches a wake. This
is intended (resume intent) and covered by tests.
- **Authz:** the inline decision routes are permission-gated. Only a
permitted responder sees and can trigger the actions.
- Overall risk is moderate and contained to the review and attention
loop.

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use and
code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-04 13:54:40 -05:00
ded813ad6f feat(interactions): add governed agent addressees (#10252)
## Thinking Path

> - Paperclip is the control plane that lets humans govern companies of
AI agents.
> - Issue-thread interactions are the structured handoff point for
confirmations, questions, suggested tasks, and other governed decisions.
> - Those interactions previously assumed that only board users could
resolve them, preventing one agent from explicitly addressing another
agent for a response.
> - Agent resolution needs company-level governance, auditable resolver
identity, safe terminal-state handling, and attention routing so
authorization is enforced server-side rather than inferred from UI
behavior.
> - This pull request adds governed agent resolution, withdrawal and
terminal expiry semantics, explicit agent addressees, lifecycle
reconciliation, and attention-feed filtering.
> - The benefit is that agents can participate in structured decisions
without weakening board control, company isolation, wake behavior, or
audit invariants.

## Linked Issues or Issue Description

### Subsystem affected

Issue-thread interactions across database, shared contracts, server
authorization/services, adapter callbacks, agent skill guidance, API
docs, and UI governance surfaces.

### Problem or motivation

Structured interactions were board-only, had no explicit agent
addressee, and lacked durable withdrawal/terminal-expiry semantics. That
made peer-agent decisions impossible to authorize and audit safely.

### Proposed solution

Persist requested/effective resolver policy and addressee identity,
enforce company governance and eligible agent resolution, reconcile
addressee lifecycle changes, expose withdrawal and terminal expiry, and
route attention to the intended active agent with board fallback.

### Alternatives considered

Implicitly authorizing the issue assignee or mentioned agents was
rejected as ambiguous and difficult to audit. Using comments alone was
rejected because it loses structured outcomes and continuation behavior.

### Roadmap alignment

Supports the ROADMAP direction for lightweight leadership-agent
communication that still resolves into governed decisions and work
objects.

### Additional context

Public GitHub issue/PR search found no duplicate implementation; open PR
search for interaction resolver governance and agent addressees only
returned this PR.

## What Changed

- Add company-scoped interaction resolver governance contracts and
persistence.
- Add requested/effective resolver policy, resolver identity,
withdrawal, and terminal-expiry behavior.
- Add explicit `addresseeAgentId` validation, authorization,
persistence, lifecycle reconciliation, API documentation, and skill
guidance.
- Route pending addressed interactions to the intended invokable agent
and fall back to board attention when that agent becomes ineligible or
is deleted.
- Preserve sandbox callback identity fields required by governed
resolution paths.
- Add migrations `0193` and `0194` plus route, service, attention,
adapter, CLI, and UI coverage.
- Add governance state and company settings UI, including responsive
mobile behavior and distinct withdrawn/expired audit presentation.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed, including migration numbering and safety
checks.
- `pnpm test:run` — feature/server and UI workspace suites passed; one
unrelated CLI AWS doctor test observed injected static AWS credentials
and warned instead of passing.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests
passed, confirming the failure was environment-sensitive.
- `pnpm build` — passed.
- Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161`
completed all GitHub CI jobs successfully.

## Risks

- Migrations add interaction and company-governance fields; numbering is
conflict-free on current `master`, additive statements are idempotent,
and migration safety checks pass.
- Agent authorization behavior expands beyond board-only resolution, but
defaults remain board-only and coverage exercises company boundaries,
resolver eligibility, lifecycle invalidation, wake behavior, withdrawal,
expiry, and attention fallback.
- Attention routing depends on current agent invokability;
reconciliation and read-time filtering prevent stale addressees from
retaining visibility or resolution authority.

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

## Model Used

- OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use,
code execution, Git/GitHub integration, and Paperclip control-plane
tools. Context-window metadata was not reported by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-04 12:51:06 -05:00
DottaandPaperclip 76f442040c fix(ui): follow managed sign-out redirects
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-03 22:34:14 -05:00
DottaandPaperclip 2a90933433 fix(ui): remove duplicate create-task loading status (#10756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create tasks from the board UI.
> - The create form must show clear progress while it submits.
> - The form showed the same pending state twice.
> - One copy also used the old term "issue" instead of the UI term
"task."
> - This pull request keeps the pending state in the submit button and
removes the duplicate status.
> - The benefit is a clearer form with consistent task language.

## Linked Issues or Issue Description

No matching public GitHub issue exists for this focused UI bug.

**What happened?**

The create-task form showed `Creating issue...` beside a submit button
that already showed `Creating...`. A low-trust notice in the same form
also used the old UI term `issue`.

**Expected behavior**

The submit button shows the pending state once. Visible UI copy uses
`task` for the work object.

**Steps to reproduce**

1. Open the create-task dialog.
2. Enter a task title.
3. Select **Create Task**.
4. Observe the duplicate loading status beside the pending button.

**Paperclip version or commit**

Reproduced from upstream `master` at
`2c90cf0f2c60d3851880eca3c643c01313af9ffd`.

**Deployment mode**

Local development build.

## What Changed

- Removed the duplicate loading status beside the create-task submit
button.
- Kept inline create errors in the dialog footer.
- Changed the low-trust notice from `issue` to `task`.
- Added a regression test for the single pending-state presentation and
`aria-busy` state.

## Verification

- `cd ui && pnpm exec vitest run src/components/NewIssueDialog.test.tsx`
— 24 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.

## Risks

- Low risk. The change only removes duplicate pending copy and updates
one UI term.
- The regression test keeps the submit button pending indefinitely to
verify its accessible loading state.

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

## Model Used

- OpenAI Codex, model ID `gpt-5`. The runtime did not expose the
context-window size. The session used reasoning, repository tools, and
code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-03 21:35:07 -05:00
DottaandPaperclip 8e7f1c03eb feat(decisions): improve desk triage and queue parity (#10785)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The decisions desk and queue help operators find work that needs a
human decision.
> - The current views use different grouping, sorting, and labels.
> - Repeated confirmation requests can also leave stale pending actions
in the queue.
> - Blocked-work attention can point at an intermediate issue instead of
the terminal blocker.
> - This pull request aligns the server contract and both user
interfaces.
> - The benefit is a smaller, clearer queue that ranks the decisions
with the largest impact.

## Linked Issues or Issue Description

Related PR: #10774

**What existing behavior does this improve?**

The decisions desk and queue currently use different triage rules. They
can show stale repeated confirmations and can rank blocked work by an
intermediate issue.

**Subsystem affected**

This change affects attention aggregation, issue thread interactions,
shared attention contracts, and the decisions user interface.

**Current behavior**

The desk uses a can-wait group that has no clear arrival meaning. The
queue has fewer controls than the desk. Repeated pending confirmations
remain actionable. Blocked-work rows do not always identify the terminal
actionable blocker.

**Proposed behavior**

Group desk items by arrival date, and reserve Decide now for explicit
due dates. Use one toolbar and shelf model on both pages. Supersede
older repeated pending confirmations. Aggregate blocked work under the
terminal actionable blocker and rank it by impact.

**Reason and benefit**

Operators get one consistent triage model. The badge reflects new and
overdue work. High-impact blockers move to the top. Duplicate
confirmation work no longer consumes attention.

**Breaking changes**

The attention summary field `decideNowCount` changes to
`deskBadgeCount`. Consumers must use the new field. Older repeated
confirmation interactions can now finish with the
`superseded_by_newer_request` outcome.

## What Changed

- Supersede older pending confirmation requests for the same issue and
record the mutation in activity history.
- Resolve blocked-work attention to actionable terminal blockers,
suppress live blocker trees, and rank rows by blocked-work impact.
- Group the decisions desk into New today and Earlier, and count new
plus overdue work in the desk badge.
- Share the decision toolbar and shelf components across the desk and
queue.
- Add queue grouping, sorting, filtering, aging, visible training
controls, and clearer recommendation copy.
- Add server, shared-contract, and user-interface tests for the new
behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` (all
server, UI, CLI, shared, and catalog tests passed; one fixed five-second
DB timeout flaked under full-suite load)
- `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts` (passed in isolation)
- `pnpm build`

## Risks

- The attention summary field rename requires synchronized consumers.
- Terminal-blocker traversal uses cycle and depth guards. A malformed
dependency graph can stop at the last safe node.
- The new arrival grouping changes which items contribute to the
decisions badge.
- Superseding repeated confirmations changes the terminal state of older
pending interactions.

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

## Model Used

OpenAI Codex with GPT-5. The runtime did not expose a dated model
snapshot or context-window size. The model used reasoning, repository
tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-03 21:31:45 -05:00
9b9631b724 feat(ui): chat-style tasks polish — rich-text composer, attachment chips, live-turn interstitials, mobile layout (#10707)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators talk to their agents on the issue detail page. An
experimental "Chat-Style Tasks" view (#10606) makes that page read as a
conversation instead of a ticket form.
> - The first release of that view shipped with a plain-text composer,
no visible narration while an agent works, and a desktop-only layout.
> - Users write formatted replies, paste screenshots, and follow long
agent runs from their phones. The experimental view should support all
of that before it can graduate.
> - This pull request is the next iteration of the same experiment: a
rich-text composer with attachments, live-turn narration on the status
line, cleaner settled-turn history, and a mobile layout.
> - The benefit is a chat view that feels alive while the agent works
and stays readable after it finishes, on desktop and mobile, still fully
behind the existing opt-in flag.

## Linked Issues or Issue Description

Refs #49 (chat with agents is a much-wanted feature).
Refs #10606 (the merged first release of the experimental chat-style
task view; this PR iterates on it).

Related PRs found in the dedup search:
- #8228 — open PR that polishes the classic issue chat composer. It
targets the flag-off legacy path; this PR only changes the flag-on
experimental view.
- #10466 — merged blockquote-recovery fix in the shared MarkdownEditor.
This PR now reuses that editor inside the chat composer.

**What existing behavior does this improve?**

The experimental "Chat-Style Tasks" view on the issue detail page
(Settings → Experimental, `enableTaskChatRedesign`, default off).

**Subsystem affected**

UI (issue detail page, chat-style task view).

**Current behavior**

With the experiment enabled, the composer is a plain textarea with no
formatting, no attachment preview, and no mention support. While an
agent runs, the status line shows only a static label, and the agent's
narration text is hidden. Finished runs render one settled row per turn,
so a run with many short turns produces a long list of near-duplicate
"Worked" rows, and turns without a comment append at the bottom out of
order. On mobile, the desktop bounded-height thread makes the page
scroll poorly.

**Proposed behavior**

The composer uses the shared MarkdownEditor: markdown formatting,
mentions, image paste with thumbnail previews, and non-image attachment
chips. Sending posts on Cmd/Ctrl+Enter. While an agent runs, the status
line rotates playful status words and surfaces the agent's own narration
as short interstitial updates: each update holds for a minimum dwell, is
replaced only when superseded, and slides through a one-line viewport
with tokenized motion. Back-to-back settled turns coalesce into one
"Worked" row with summed durations and re-derived tool counts, and
comment-less settled turns insert chronologically at their run's start
time. On mobile, the thread renders in the document flow with window
auto-follow and a sticky safe-area composer; the desktop layout is
unchanged.

**Reason and benefit**

The chat view is only convincing if it feels like a conversation with a
working agent. Rich text and screenshots are table stakes for chat
input. Live narration gives moment-to-moment feedback without opening
transcripts. Coalesced history keeps long-running tasks readable. Mobile
support lets operators follow runs away from their desks.

**Breaking changes**

None. Every change is gated behind the existing `enableTaskChatRedesign`
flag, which is off by default. The flag-off page is unchanged.

## What Changed

- `TaskChatComposer` swaps its textarea for the shared `MarkdownEditor`:
markdown formatting, mentions, image paste with object-URL thumbnail
previews (revoked on clear and unmount), and posting on Cmd/Ctrl+Enter.
- Non-image attachments render as chips on a new shared
`ui/attachment.tsx` primitive (adds the `@base-ui/react` dependency it
builds on).
- New `status-whimsy.ts`: deterministic rotation of playful status words
on the live status line.
- Live interstitial narration: the transcript adapter tags agent
self-talk, and the live status line shows it as ephemeral one-line
updates with a ~4s minimum dwell, hold-until-superseded replacement, and
a slide transition driven by new `--motion-line-scroll` tokens
(cataloged in `motion-tokens.ts`, which a test keeps 1:1 with
`index.css`). Hover affordance applies only to the status line, with no
leading icon.
- Settled-turn history: `coalesceSettledTurns` merges back-to-back
settled agent turns into one "Worked" row (summed per-run durations,
tool counts re-derived from the merged turn); `assembleThreadItems`
inserts comment-less settled turns chronologically at run start instead
of appending them at the bottom; settled turns render tool rows only
(the separate thinking block component is removed).
- The "Worked" summary attaches to the reply timestamp row, and thread
timestamps are always visible.
- Mobile layout: the thread renders with `scroll={false}` in the page
scroll, a new `useWindowAutoFollow` hook keeps the window pinned to new
content, the composer is sticky with safe-area padding, and the editor
uses 16px text so iOS does not zoom on focus. The desktop bounded chain
is untouched.
- New `TaskChatDescriptionBubble` renders the issue description as the
first chat bubble, and `McpIcon` gives MCP tools a distinct icon.
- `IssueDetail.test.tsx` stubs `TaskChatThread`: the composer's
`@mdxeditor` dependency cannot load under jsdom's CSSOM, and the suite
exercises the flag-off path.

## Verification

- `pnpm check:token-gates` — 3/3 CLEAN.
- `node scripts/check-task-chat-motion.mjs` — OK (30 files scanned,
seams present).
- `cd ui && npx tsc -b` — clean.
- `cd ui && pnpm vitest run` — 3,482 of 3,483 tests pass locally. The
one failure is the `IssueProperties.test.tsx` monitor-row
time-formatting test, which is timezone-sensitive: it fails identically
on unmodified `origin/master` in a non-UTC timezone and passes with
`TZ=UTC`. It is not related to this change.
- Manual: enable "Chat-Style Tasks" in Settings → Experimental and open
an issue with an assigned agent. Comment to start a run: the status line
rotates status words and shows the agent's narration as short held
updates. After the run, consecutive turns fold into one "Worked" row
under the reply timestamp. Paste an image into the composer to see a
thumbnail chip; attach a non-image file to see a file chip; send with
Cmd+Enter. Open the same issue in a narrow viewport to see the
document-flow layout with the sticky composer.
- Visual snapshot baselines are intentionally not updated: per
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- The composer now loads the shared MarkdownEditor inside the chat view.
The editor is already used across the app (issue descriptions,
comments), so its behavior is well exercised; composer-specific handling
(paste, attachments, submit keys) is covered by new tests.
- The transcript adapter changes how live narration and settled turns
are derived from run logs. Malformed or legacy logs degrade to generic
rows rather than crashing, and the adapter suites cover the merge and
ordering rules.
- Object URLs for paste previews are revoked on send-clear and unmount
to avoid leaks; jsdom environments without `URL.createObjectURL` are
guarded.
- All changes are behind the default-off `enableTaskChatRedesign` flag.
Overall risk with the flag off is low.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5),
extended thinking enabled, agentic tool use (file editing, shell, test
execution) via Claude Code / Claude Agent SDK.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-03 16:25:31 -07:00
18f391ef02 feat(ui): add shared workspace concurrency select to workspace policy editor (#10771)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The project workspace policy editor sets how agent runs share a
project's execution workspace.
> - The server now has a `sharedWorkspaceConcurrency` policy (Refs
#10759), but the UI had no control for it.
> - Users could not choose the concurrency mode without editing the API
directly.
> - This pull request adds a 3-option select (Auto / Serialize / Allow)
to the policy editor.
> - The benefit is that users set shared-workspace concurrency in the
UI, with clear helper text for each mode.

## Linked Issues or Issue Description

Refs #10759 (server contract this UI drives).

**Feature request**

- **Is your feature request related to a problem? Please describe.**
The `sharedWorkspaceConcurrency` policy field shipped on the server, but
the project workspace policy editor had no control to set it. Users
could not pick a concurrency mode from the UI.

- **Describe the solution you would like.**
Add a 3-option select (Auto / Serialize / Allow) to the
execution-workspace policy editor, with helper text that explains each
mode. An unset value must show as Auto.

- **Describe alternatives you have considered.**
A set of radio buttons was considered. A select matches the compact
style of the other controls in the same editor (environment, base ref).

## What Changed

- Added a "Shared workspace concurrency" select to the project
execution-workspace policy editor
(`ui/src/components/ProjectProperties.tsx`).
- The select offers three options with helper text:
- **Auto** (default): "Concurrent runs on local/SSH runners; runs take
turns in cloud sandboxes."
- **Serialize**: "Runs always take turns in the shared project
workspace."
- **Allow**: "Runs never wait for the workspace; concurrent edits are
possible."
- An unset or absent value shows as **Auto**. The UI writes a value only
after the user picks one, so the policy round-trips as Auto until then.
- Added a `SharedWorkspaceConcurrency` type import and a new
`execution_workspace_shared_concurrency` save-state key.
- Added a stateful Storybook story so the controlled select can be
exercised.

### Screenshots

**Before** (light / dark) — the editor had no concurrency control:

![before
light](https://pages.paperclip.ing/pap-16187-concurrency-select/before-light.png)
![before
dark](https://pages.paperclip.ing/pap-16187-concurrency-select/before-dark.png)

**After** (light / dark) — the select shows Auto by default:

![after
light](https://pages.paperclip.ing/pap-16187-concurrency-select/policy-editor-light.png)
![after
dark](https://pages.paperclip.ing/pap-16187-concurrency-select/policy-editor-dark.png)

**Helper text updates per option** (Serialize / Allow):


![serialize](https://pages.paperclip.ing/pap-16187-concurrency-select/concurrency-serialize-light.png)

![allow](https://pages.paperclip.ing/pap-16187-concurrency-select/concurrency-allow-dark.png)

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passes.
- `pnpm --filter @paperclipai/shared build` passes.
- Rendered the editor in Storybook (light and dark). The select shows
Auto when the policy is unset. Selecting Serialize or Allow updates the
helper text and the stored value.

## Risks

- Low risk. UI-only change. The control is additive and only appears
when isolated task checkouts are enabled. An unset value keeps the
current Auto behavior, so existing projects are unaffected.

## Model Used

- Claude Opus 4.8 (claude-opus-4-8), extended thinking, tool use / 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
- [ ] 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>
2026-08-03 15:13:43 -05:00
DottaandPaperclip d5045d622c fix(ui): keep mobile unread dots from indenting task rows (#10691)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox helps operators scan task state on desktop and mobile
screens
> - Read and unread rows must keep the same title and status alignment
> - The mobile unread control was a flex item, so unread rows gained an
extra leading column
> - Moving the control out of flex flow fixes the indent, but the tap
target must stay inside clipped row containers
> - This pull request reserves one mobile gutter for both states and
overlays the unread control inside that gutter
> - The benefit is stable mobile alignment without clipping the control
or blocking the parent-row chevron

## Linked Issues or Issue Description

Related merged work: Refs #9383, Refs #9685, and Refs #9767.

**What happened?**

On mobile screens, an unread Inbox row placed the mark-as-read control
in the flex layout. The extra flex item moved the status and title to
the right. A first overlay position could also place part of the control
outside a row that clips overflow.

**Expected behavior**

Read and unread rows must use the same title and status positions. The
unread control must stay tappable inside the row. A parent-row chevron
must remain independently usable.

**Steps to reproduce**

1. Open the Inbox on a mobile viewport.
2. Compare read and unread rows with the same nesting depth.
3. Include an unread parent row with a collapse chevron.
4. Observe that the unread row content starts farther right than the
read row content.

**Paperclip version or commit**

The issue reproduced on the `master` parent of this pull request.

**Deployment mode**

Local dev (`pnpm dev`).

**Installation method**

Built from source.

## What Changed

- Reserve a mobile leading gutter whenever an Inbox row participates in
unread state.
- Position the mark-as-read control absolutely inside that gutter so it
does not add a flex column.
- Keep read and unread rows on the same mobile padding path.
- Keep the control inside overflow-clipping row containers and separate
from the parent-row chevron.
- Update the `IssueRow` regression test to verify absolute placement,
the internal gutter, and the absence of `order-first` layout.

## Verification

- `pnpm exec vitest run ui/src/components/IssueRow.test.tsx` — 16 tests
passed.
- `pnpm check:token-gates` — all token gates passed across 722 files.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — the general server shard passed 3,448 tests and the
UI shard passed 3,362 tests. The CLI shard had one host-environment
failure because inherited temporary AWS access-key variables changed an
AWS doctor assertion from `pass` to `warn`.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY -u
AWS_SESSION_TOKEN pnpm exec vitest run
cli/src/__tests__/secrets.test.ts` — the affected file passed 8 tests in
an isolated environment.
- Mobile QA at 402 × 874 confirmed equal read/unread title positions, no
shift after marking a row as read, and an independently usable parent
chevron.

## Risks

- Low risk. The change affects only `IssueRow` mobile presentation and
its focused regression test.
- The main risk is breakpoint-specific placement. The component test
covers the responsive classes, and mobile QA covers the rendered
interaction.
- No API, schema, dependency, telemetry, or documentation contract
changes.

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

## Model Used

- OpenAI Codex based on GPT-5, with reasoning, repository tools, command
execution, and test execution. The runtime did not expose the exact
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>
2026-08-03 10:20:04 -05:00
Devin Foley 97590ff8c4 feat(dev): add pnpm dev:mobile and dev:both for prebuilt UI preview (#10718)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI is a React SPA served by the paperclip server; the
standard local dev flow is `pnpm dev`, which runs vite in dev mode with
HMR and an unbundled module graph
> - The unbundled dev bundle is hundreds of MB of JS across many
requests, which is fine on a local machine but unusable from a phone or
tablet on slow/lossy links (airplane wifi, mobile data, distant tailnet
peers)
> - Contributors who want to iterate on the board from a mobile device
today have no supported way to preview a small production-shaped bundle
without stopping the dev server and running a one-off `vite preview`
with manual proxy plumbing
> - This pull request adds `pnpm dev:mobile` — build the UI and serve
`ui/dist` via `vite preview` on port 3101, with `/api` proxied to the
running dev server on 3100 — plus `pnpm dev:both` to run both flavors
together
> - The benefit is a supported second flavor of the dev server for
phones/tablets that runs alongside the normal one, without touching the
primary `pnpm dev` flow

## Linked Issues or Issue Description

**Subsystem affected**

ui/ — React + Vite board UI

**Problem or motivation**

The vite dev server serves an unbundled module graph, which is fine on
localhost but unusable from a phone or tablet on a slow link.
Contributors testing responsive behavior on mobile devices have no
supported way to serve a small production-shaped SPA against the running
dev API. Running `vite preview` directly does not work either — the
server's board mutation guard checks that the browser's Origin matches
the request Host, and a preview on a second port would fail every
mutation.

**Proposed solution**

Add two root scripts:

- `pnpm dev:mobile` — build `ui/dist` and serve it via `vite preview` on
port 3101, with `/api` proxied to the API server on 3100.
- `pnpm dev:both` — run `pnpm dev` and `pnpm dev:mobile` together in a
single terminal with prefixed output and shared signal handling.

The vite preview config binds `0.0.0.0`, sets `allowedHosts: true` so it
accepts arbitrary hostnames (LAN, tailnet, ngrok, etc.), and the shared
`/api` proxy forwards the client's original Host header as
`x-forwarded-host`. The paperclip server's mutation guard already
prefers `x-forwarded-host` over `host` when computing trusted origins,
so the browser's Origin becomes trusted automatically.

**Alternatives considered**

- Bespoke node proxy script — works but duplicates what vite preview
already does.
- Loosen the mutation guard to accept arbitrary origins — reduces
security for the primary server for the sake of a dev-only workflow.
- Second server config that binds a second port from the paperclip
server itself — much larger change and mixes runtime concerns with a
dev-tooling convenience.

## What Changed

- New `pnpm dev:mobile` script — build UI then run `vite preview` on
port 3101.
- New `pnpm dev:both` script — run `pnpm dev` and `pnpm dev:mobile`
together via `scripts/dev-both.mjs`, which prefixes each child's output,
propagates SIGINT/SIGTERM, and exits when either child exits.
- `ui/vite.config.ts` — add a `preview` block (port 3101, host
`0.0.0.0`, `allowedHosts: true`, shared `/api` proxy).
- New `ui/src/lib/vite-api-proxy.ts` — extracts the `/api` proxy factory
shared by dev and preview, and forwards the client Host as
`x-forwarded-host` (plus `x-forwarded-proto`).
- New unit test `ui/src/lib/vite-api-proxy.test.ts` covering the
header-injection behavior and the pass-through when no Host is present.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/vite-api-proxy.test.ts` — 3 tests pass.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/ui build` — clean.
- Manual: ran `vite preview` against an echo listener and confirmed the
request arrives with `x-forwarded-host` set to the client Host header
and `x-forwarded-proto: http`. Then ran `pnpm dev:mobile` against the
live dev server and verified board mutations (mark issue read, resolve
recovery action, run routine) succeed from a second-port browser session
that previously 403'd.

## Risks

Low risk. Changes are limited to dev tooling — no runtime code paths, no
server changes, no schema/migrations. The `apiProxy` refactor is a no-op
behaviorally for the existing dev server (same target, same `ws: true`);
the only new behavior is the two `x-forwarded-*` headers, and the server
side already prefers those headers when trusting origins. `dev:mobile`
and `dev:both` are additive; existing `pnpm dev` is untouched.

## Model Used

Claude Opus 4.7 (1M context), extended thinking, tool use (bash, file
edits).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-02 20:26:03 -07:00
Devin FoleyandPaperclip 185515c97b fix(external-objects): refresh PR status labels (#10704)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue properties panel can show external objects such as GitHub
pull requests.
> - Those objects are resolved by external-object providers and then
displayed as compact status labels.
> - A GitHub pull request could remain in the fallback `unknown` state
and appear as `Not yet resolved`.
> - That label is confusing when the object is known but has not been
refreshed yet.
> - This pull request refreshes due external objects from the heartbeat
scheduler and improves the unknown-status copy.
> - The benefit is a properties panel that moves from pending refresh to
the real pull request state without a manual refresh.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. I searched for related
public issues and pull requests using the terms `Not yet refreshed`,
`external objects refresh`, and `external PR status`, and did not find a
duplicate implementation.

**What happened?**

The issue properties panel could show a GitHub pull request as `Not yet
resolved` even when the referenced pull request was valid. The object
stayed stale unless a manual refresh path ran.

**Expected behavior**

A known external object should show pending-refresh copy while it waits
for provider data. When the scheduler refreshes it, the properties panel
should show the provider status such as open, merged, or closed.

**Steps to reproduce**

1. Create or view an issue that references a GitHub pull request.
2. Open the issue properties panel.
3. Observe the external object row before a manual refresh has run.

**Paperclip version or commit**

Current `master` before this pull request.

**Deployment mode**

Local dev and self-hosted server.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Not adapter-specific.

**Database mode**

Not database-related.

**Access context**

Board view.

**Privacy checklist**

I reviewed this description and did not include logs, credentials,
private URLs, internal issue IDs, or PII.

## What Changed

- Added a heartbeat scheduler tick that refreshes due external objects
for active companies.
- Kept manual external-object refresh behavior on the same service path.
- Changed display copy so known provider objects use liveness labels
such as `Not yet refreshed`, while fresh unknown provider statuses show
`Status unavailable`.
- Added server and UI tests for scheduled refresh and label behavior.

## Verification

- `corepack pnpm install --frozen-lockfile`
- `pnpm check:token-gates`
- `pnpm exec vitest run
server/src/__tests__/external-objects-service.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts
ui/src/components/ExternalObjectPill.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/lib/external-objects.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server build`
- `pnpm --filter @paperclipai/ui build`

- `pnpm run typecheck:build-gaps`
- GitHub PR checks passed on head `0e7fcd30`
- Greptile reported 5/5 on head `0e7fcd30` with no unresolved review
threads

Notes:

- I ran recursive typecheck and build first. Both hit container resource
limits with exit 137 during concurrent package work, so I reran the
affected server and UI targets separately.
- An unrelated workspace-runtime auto-port test fails in this container
with a PID ownership mismatch. It is outside the files changed here.

## Risks

Low to medium risk.

The scheduler does more periodic external-object work, so the main risk
is extra provider refresh load. The implementation bounds the work to
active companies, due non-terminal objects, and 50 objects per company
per tick. The path also stays behind the external-objects experimental
setting.

## Model Used

OpenAI GPT-5 Codex in the Codex execution environment, with shell and
GitHub CLI tool use. The runtime did not expose a more specific internal
model ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 20:24:52 -07:00
Devin FoleyandPaperclip 799973f26a fix(ui): hide empty inbox search sections (#10700)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Inbox helps operators scan issues that need attention.
> - Inbox search can add supplemental sections for archived matches and
other matches.
> - The supplemental search section builder still sent empty sections
into the grouped render path.
> - That made the Archived and Other results dividers appear even when
those sections had no rows.
> - This pull request drops empty supplemental sections before
rendering.
> - The benefit is a cleaner near-empty inbox search view.

## Linked Issues or Issue Description

No public GitHub issue exists for this report. Public GitHub search
found no duplicate or related open issues or pull requests for this
inbox search behavior.

**What happened?**

Inbox search could show Archived and Other results divider headers even
when those supplemental sections had no rows.

**Expected behavior**

Empty supplemental search sections should not render divider headers.

**Steps to reproduce**

1. Open the Inbox.
2. Search in a near-empty inbox with no archived matches and no
outside-inbox matches.
3. Observe that empty supplemental divider headers can appear.

**Paperclip version or commit**

`master` before this change.

**Deployment mode**

Built from source.

## What Changed

- Dropped empty supplemental inbox search sections before they reach the
grouped inbox render path.
- Added a unit regression test for empty Archived and Other results
sections.
- Refreshed the branch against current `master` to clear the merge
conflict.

## Verification

- `git diff --check origin/master...HEAD` passed.
- Public diff is limited to `ui/src/lib/inbox.ts` and
`ui/src/lib/inbox.test.ts`.
- Local focused Vitest could not run in this execution checkout because
dependencies are not installed and `corepack pnpm exec vitest ...`
reports `Command "vitest" not found`.
- Pull request CI is green for typecheck, build, server tests, e2e,
security checks, policy checks, canary dry run, and aggregate verify.
- Greptile Review passed on commit `dc2e224` with confidence score 5/5
and no comments.

## Risks

Low risk. The Inbox change only filters empty supplemental search
sections. Normal inbox sections and non-empty archived or other search
results keep their current behavior.

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

## Model Used

OpenAI Codex, GPT-5, reasoning-enabled with terminal tool use and code
execution. The runtime context-window size is not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [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>
2026-08-02 19:05:38 -07:00
scotttongandPaperclip 772fa98393 fix(ui): move IssueRow divider and hover wash to the row root (#10702)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox and Tasks screens render issues as a vertical list of
`IssueRow` components
> - A recent refactor split `IssueRow` into a root `div` plus a full-row
overlay `Link`, and the divider and hover styles moved onto that overlay
> - As a result every row shows a bottom border and hover greys the text
instead of tinting the background
> - This pull request moves the divider and hover/selected wash back
onto the root row band and keeps only positioning on the overlay
> - The benefit is the list reads cleanly again: no stray dividers, and
hover tints the background behind the text

## Linked Issues or Issue Description

No public GitHub issue exists. Describing the bug in-PR (bug report):

**What happened**

- In the Inbox and Tasks list views, every row shows a 1px bottom
border, including the last row.
- Hovering a row dims/greys the row text instead of showing a background
tint behind the content.

**Expected behavior**

- List rows in Inbox and Tasks show no separator lines by default.
- Hover shows a subtle background tint behind the row content; the text
stays fully legible.
- The blocked inbox view keeps its intentional separators.

**Steps to reproduce**

1. Open the Inbox or Tasks list view.
2. Note the horizontal border under every row, including the last.
3. Hover a row and note the text greys out rather than the background
tinting.

**Root cause**

- PR #10526 restructured `IssueRow` from a single root `Link` into a
root `div` plus a full-row `absolute inset-0` overlay `Link` (to keep
header controls clickable). The divider and hover/selected/checklist
background classes moved onto the overlay `Link`. `last:border-b-0` no
longer matched (the Link is the first child of a multi-child div), and
the hover wash painted on top of the content instead of behind it.

**Paperclip version/commit**

- Base commit: `8b83d69e3` (branched from current `master`).

**Deployment mode**

- UI (web) list views: Inbox and Tasks.

## What Changed

- `ui/src/components/IssueRow.tsx`: moved the divider classes and the
hover/selected/checklist background wash from the overlay `Link` to the
root row `div`, so the tint paints behind the content and
`last:border-b-0` matches the real last row. The overlay `Link` now
keeps only `absolute inset-0` positioning and the focus ring. Renamed
the `hideDivider` prop to an opt-in `showDivider` (default `false`).
Kept `[&_button]:relative [&_button]:z-10` on the root so the Archive
button stays clickable above the overlay, and kept the `isArchiving`
collapse animation on the root row.
- `ui/src/components/IssuesList.tsx`: dropped the old `hideDivider`
usage (dividers are now opt-in).
- `ui/src/pages/Inbox.tsx`: dropped the old `hideDivider` usage.
- `ui/src/components/BlockedInboxView.tsx`: added `showDivider` so this
view keeps its separators.

## Verification

- `cd ui && npx tsc -b` — typecheck passes with the change.
- Manual (recommended for reviewer): in the Inbox and Tasks list views,
confirm no per-row bottom border and that the last row has none. Because
dark-mode `--border` is 10% white and near-invisible in screenshots,
assert the computed `border-bottom-width` on a row element rather than
eyeballing pixels.
- Hover a row: text stays legible; a background tint appears behind the
content.
- Inbox: the Archive button appears on hover and is clickable (the
overlay does not swallow the click).
- Blocked inbox view: separators still render.

## Risks

- Low risk. The change relocates existing Tailwind classes between two
elements of the same row and renames one internal prop; no data or API
surface changes. All `IssueRow` call sites were updated in this PR
(verified: no remaining `hideDivider` references).

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking with tool use.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 12:42:45 -07:00
Devin Foley 2ffebd4836 Test adapters in the environment a run would actually use (#10698)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents execute in environments — local, SSH, or sandboxes — resolved
at run time as agent environment → instance default → local
> - The Configuration page has a Test button that probes the adapter
(working directory, command, a model call) in the environment it will
run in
> - But the Test sent only the agent's own environment id, with no
instance-default fallback, so agents relying on the instance default
were probed on the Paperclip host instead
> - A sandbox image carrying an extra CLI then fails the Test with
"command not found" even though every real run would resolve to the
sandbox and succeed — the Test lies about a working setup
> - This pull request mirrors the run-time resolution in the Test call
via a small shared helper with tests
> - The benefit is that the Test button reports the truth about where
the agent actually runs

## Linked Issues or Issue Description

No existing public issue — inline description following the bug report
template:

**What happened?**

With the instance default environment set to a sandbox (whose image
includes the adapter CLI) and an agent that leaves its environment unset
("use instance default"), the Configuration page's Test fails with
`command not found` for that CLI.

**Expected behavior**

The Test probes the environment a real run would use — here the
instance-default sandbox, where the CLI exists — and passes.

**Steps to reproduce**

1. Set the instance default environment to a sandbox whose image carries
an adapter CLI not installed on the Paperclip host (e.g. `grok`).
2. Create a `grok_local` agent without selecting an environment.
3. Press Test on the agent's Configuration page → `command not found`,
while a real heartbeat run resolves to the sandbox and works.

**Paperclip version or commit**

Reproduced on `sha-53bcf38-cloud`-era master; root-caused in
`ui/src/components/AgentConfigForm.tsx` (`environmentId =
currentDefaultEnvironmentId || null`) versus the server's
`resolveExecutionWorkspaceEnvironmentId` (agent → instance default →
local).

## What Changed

- New `ui/src/lib/adapter-test-environment.ts`:
`resolveAdapterTestEnvironmentId` — agent environment first, else
instance default, else null (host probe) — documented as the mirror of
the server's run-time resolution.
- `AgentConfigForm` uses it in the Test mutation. The raw agent
environment id is now sent even when it points at the local environment:
the server already resolves the driver and probes the host for local, so
explicit-local behavior is unchanged, and the test-environment route's
remote paths (SSH/sandbox lease + custom-image template) engage exactly
as they do for the fallback environment.
- Tests pin the fallback (agent wins; instance default when agent unset;
null when neither).

Deliberately untouched: the onboarding wizard's adapter test still sends
no environment — during onboarding an instance default frequently
doesn't exist yet, and changing that flow deserves its own look.

## Verification

- `vitest run` on the new helper suite plus both `AgentConfigForm`
suites — 19 tests pass; `tsc` clean in `ui/`.
- Root cause verified against a live deployment: an agent with
`default_environment_id = NULL`, instance default = sandbox environment;
the Test posted `environmentId: null` and probed the host (no `Probing
inside environment: …` check in the result), which lacks the CLI that
the sandbox image carries.

## Risks

- Low. The change only widens which environment the Test probes,
matching run-time reality. Sandbox-backed tests boot a throwaway sandbox
(existing route behavior — lease, custom-image template,
archive-on-release), so Tests for instance-default-sandbox agents now
take sandbox-boot time instead of failing fast and wrongly.

## Model Used

Claude Fable 5 (`claude-fable-5`, extended thinking, via Claude Code
with tool use and code execution); diagnosis included live inspection of
a deployed instance's agent/environment configuration.

## 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
(helper doc-comment carries the rationale; no user-facing doc covers the
Test button)
- [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
2026-08-02 11:23:50 -07:00
DottaandPaperclip 717684ad8f Add project folder browsing to skill imports (#9930)
## Thinking Path

> - Paperclip is the control plane teams use to manage AI agents and
their reusable capabilities.
> - Skills Manager lets operators discover and import skills from
project workspaces.
> - Automatic discovery only surfaces skills in conventional locations,
so valid skills stored elsewhere in a project are invisible.
> - Operators need a safe way to navigate project folders without
exposing paths outside the selected workspace.
> - This pull request adds company-scoped workspace folder browsing and
selection to the project skill import flow.
> - The benefit is that operators can find and import valid skill
folders regardless of repository layout while preserving workspace
boundaries.

## Linked Issues or Issue Description

- **Subsystem affected:** Cross-cutting (`server/`, `ui/`, and
`packages/shared`).
- **Problem or motivation:** Project skill imports rely on conventional
directory discovery, which prevents operators from selecting valid
`SKILL.md` folders stored in atypical locations.
- **Proposed solution:** Add a company-scoped browse endpoint and a
folder browser in the import dialog. The server resolves real paths,
rejects traversal outside the workspace, skips symlinks and high-noise
directories, identifies skill directories/files, and caps listings at
250 entries.
- **Alternatives considered:** Expanding the automatic scan to every
directory would be slower and noisier, while accepting arbitrary
filesystem paths would weaken project/workspace scoping.
- **Roadmap alignment:** This extends the completed “Skills Manager,
Skill Studio & Skills Store” capability in `ROADMAP.md` without
duplicating planned core work.
- **Additional context:** GitHub search found no duplicate or closely
related public issues or pull requests.

## What Changed

- Added shared browse request/result contracts and validation for
project workspace navigation.
- Added a company-scoped API route and service that safely lists local
workspace folders and detects `SKILL.md` entries.
- Added project workspace/folder navigation to the import dialog,
including parent navigation, workspace switching, truncation feedback,
and direct skill selection.
- Added service and route regression tests for browsing, skill
detection, company isolation, and traversal rejection.
- Added shared response schemas and OpenAPI documentation for the browse
endpoint.
- Hardened explicit skill selections with realpath containment so
symlinked directories cannot escape the project workspace.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills.test.ts` — 64 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3
tests passed.
- Focused post-review reruns: `company-skills-service.test.ts` — 45
tests passed; shared/server typechecks passed.
- GitHub latest-head checks — all green after one transient e2e rerun;
no pending or failing checks.
- `pnpm check:token-gates` — all gates clean on the rebased head.

## Risks

- Low-to-moderate risk: this adds a filesystem browsing surface.
Realpath containment checks prevent workspace escape, symlinks are
excluded, remote-managed workspaces are rejected, and directory listings
are capped.
- The browser intentionally hides `.git` and `node_modules`; skills
inside those directories cannot be selected through this flow.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.5`, reasoning-enabled with
terminal/tool use and code execution; runtime context-window size is not
exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:55:36 -05:00
0a09e4d975 feat(decisions): add desk workflow and retention (#10672)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Decisions desk shows work that needs a human decision
> - The queue foundation can group and rank decision work
> - Operators also need a focused daily view and a safe way to handle
old work
> - This pull request adds the desk controls, the aging shelf, and
reversible retention
> - It also binds bulk archive decisions to the exact reviewed item set
> - The benefit is a smaller daily queue without lost or orphaned work

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

Decision work can grow into one large company list. Operators need quick
queue and date controls. Old items also need a safe retention path that
does not delete work.

**Proposed solution**

Add queue and date controls to the Decisions desk. Compute the aging
shelf on the server. Archive idle items after 90 days unless an operator
keeps them. Keep archived items searchable and revivable. Notify origin
agents in one batch per sweep. Bind bulk archive proposals to a signed,
exact item manifest.

**Alternatives considered**

Client-only aging can drift across browsers and source kinds. Deleting
old rows removes audit and recovery paths. An unsigned dynamic bulk
query can archive items that the reviewer did not inspect.

**Roadmap alignment**

This work supports the Work Queues and decision-memory directions in
`ROADMAP.md`. It extends the Decisions and attention-feed foundation
from #10651. Related earlier work includes #9380, #10010, and #10474.

## What Changed

- Added the queue rail, date chips, decide split, triage strip, queue
page, and aging shelf UI.
- Added server-owned shelf state with per-queue retention overrides.
- Added reversible retention state, archive history, and an idempotent
notification outbox.
- Added the 90-day archive sweeper, Keep exemption, archived feed query,
and revive actions.
- Added one origin-agent notification per agent and sweep.
- Added signed bulk archive proposals with exact-set and version checks.
- Persisted queue-exclusion reasons atomically and kept cross-domain
source resolution per-item until it has an exact-set transaction
contract.
- Added API contracts, OpenAPI entries, migration coverage, focused
tests, and Storybook screens.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408
files and 3,362 tests passed)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts`
- `pnpm build`
- `pnpm check:token-gates`
- Focused retention, attention, decisions, migration replay, startup,
and UI API tests.
- Complete queue snapshot regression with 51 items across the normal
50-item page boundary.

The unmodified CLI test reports one warning assertion in this runtime
because the harness injects static AWS credential variables. The
isolated test passes when those two variables are removed.

## Risks

- The migration adds retention and notification outbox tables. It uses
idempotent table, index, and foreign-key creation.
- Retention runs on the heartbeat scheduler interval. Compare-and-set
version checks prevent stale archive writes.
- Bulk archive acceptance fails closed when authority, activity,
version, or the reviewed set changes.
- Archive is reversible and does not delete source records.

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

## Model Used

OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code
execution, database migration generation, and test execution. The
context-window size is not exposed in this runtime.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:47:03 -05:00
dcac49a4fd feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Isolated workspaces give each task a safe and reproducible checkout.
> - The existing setup cloned the development database before an agent
needed to run the app.
> - This made worktree creation slower and heavier for tasks that never
start a service.
> - Runtime services already use one server start path for heartbeat,
operator, and startup recovery flows.
> - This pull request moves heavy setup to that start path and keeps
worktree creation lean.
> - The benefit is faster isolated workspace creation with the same
reliable runtime setup when a service starts.

## Linked Issues or Issue Description

Related pull request: #10652 covers the initial deferred
database-seeding slice. This pull request supersedes it with end-to-end
runtime provisioning and safe cleanup.

**What existing behavior does this improve?**

This improves isolated worktree creation, runtime service startup, and
isolated instance cleanup.

**Subsystem affected**

Cross-cutting: CLI worktree setup, server runtime orchestration, shared
workspace contracts, and development scripts.

**Current behavior**

Paperclip seeds an isolated development database during worktree
creation. It can also leave an isolated instance directory after
workspace teardown. This work happens even when no runtime service
starts.

**Proposed behavior**

Paperclip creates the worktree with a lean eager setup. It runs an
idempotent runtime provision command before the first managed service
spawn. Concurrent starts share one provision attempt. Teardown removes
the isolated instance safely.

**Reason and benefit**

Many agent tasks only edit and test code. They do not need a running
Paperclip instance. Deferring the database seed reduces workspace
startup cost while preserving automatic setup for tasks that start the
app.

**Breaking changes**

None. The new runtime provision command is optional. Existing workspace
behavior is unchanged when it is absent.

## What Changed

- Split Paperclip worktree setup into a lean eager script and an
idempotent runtime provision script.
- Added `runtimeProvisionCommand` to project, issue, realized workspace,
and persisted workspace contracts.
- Added a per-workspace provision mutex before local service spawn for
heartbeat, operator, and startup recovery flows.
- Added a persisted `provisioning` service state and the
`workspace_runtime_provision` operation phase.
- Kept provision time outside the service readiness timeout and made
failed attempts visible and retryable.
- Reclaimed isolated instance data during safe workspace teardown.
- Serialized deferred database seeding across processes and bound
teardown to the instance root captured in persisted workspace metadata.
- Added tests for config flow, concurrency, retry, no-op behavior,
readiness timing, scripts, CLI commands, and cleanup.
- Documented the eager and runtime provisioning contracts.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase
exposed one environment-sensitive AWS doctor assertion because the agent
runtime injects static AWS credentials)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'`
- Focused runtime tests cover serialized provisioning, retry after
stderr failure, absent-command no-op behavior, operation logging,
persisted state order, and readiness timeout exclusion.
- Focused CLI and cleanup tests cover concurrent seed serialization,
stale-lock fail-closed behavior, persisted instance ownership, and
rewritten sibling pointers.

## Risks

- A faulty runtime provision script blocks service startup. Paperclip
records stderr, marks the service failed, and retries on the next start.
- Concurrent service requests share an in-process provision attempt,
while the seed command uses an atomic filesystem lock across processes.
A stale lock fails closed and requires an operator to verify no seed is
running before removing it.
- Isolated instance cleanup is destructive. The cleanup service
validates ownership and path containment before removal.

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

## Model Used

- OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and
code execution. The service does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-02 10:37:10 -05:00
DottaandPaperclip ec84eb7342 fix(ui): defer Inbox re-sort to attention boundaries (#10623)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Inbox lists work items by recent activity.
> - An archive changes activity data and can change the computed order.
> - The list can then move rows under the pointer during a fast archive
sequence.
> - The Inbox must keep its shown order while the operator is engaged.
> - This pull request adopts fresh order only at an idle, visibility, or
view-change boundary.
> - The benefit is a stable Inbox that still receives fresh data and new
items.

## Linked Issues or Issue Description

**What happened**

The Inbox re-sorts while an operator archives items quickly. An archive
can lower a parent group's activity time. Unrelated rows then move, and
the row under the pointer can change.

**Expected behavior**

Keep the shown order stable while the operator works in the Inbox.
Insert new items at their computed positions. Adopt a fresh order after
an idle period, after a long hidden-tab interval, or when the view
changes.

**Steps to reproduce**

1. Open the Inbox on the Mine tab with several items, including nested
items.
2. Archive several items quickly with the pointer or keyboard.
3. Observe rows move before the archive sequence is complete.

**Deployment mode**

Any deployment. This change affects only the web UI.

**Additional context**

This PR supersedes the closed subset PR #10621. It keeps the full change
in one review.

## What Changed

- Added an order-pin utility for sections, root rows, non-issue items,
and nested children.
- Kept archived rows in place for the existing five-second undo
interval.
- Added an attention-boundary hook for idle, visibility, and view-change
commits.
- Connected pointer, wheel, hover, keyboard, and archive interactions to
the idle boundary.
- Made idle commits repeat while the Inbox stays idle.
- Made view changes adopt the fresh order in the same render.
- Added unit and integration coverage for order pins and attention
boundaries.

## Verification

- `pnpm exec vitest run ui/src/hooks/useInboxSortAttention.test.tsx
ui/src/lib/inboxOrderPin.test.ts ui/src/pages/Inbox.test.tsx` — 33 tests
passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — 3,429 tests passed, 2 skipped, and 1 unrelated
server test failed. The isolated failure expects `issue_commented` but
current master records `heartbeat.scheduling_suppressed` in
`plugin-orchestration-apis.test.ts`.

## Risks

- Low risk. The change is client-only and does not change the sort
algorithm.
- A bad pin can show an old order until the next boundary. The tests
cover repeated idle commits and immediate view changes.

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

## Model Used

- Anthropic Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, tool
use, and code execution for the implementation.
- OpenAI Codex (`gpt-5`), reasoning, tool use, and code execution for PR
preparation and verification. The serving snapshot, context-window size,
and hidden reasoning configuration were not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 20:46:55 -05:00
DottaandPaperclip 30c49c8327 feat(decisions): add queues and prioritized attention feed (#10651)
<!-- 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 control plane for companies of AI
agents.
> - Operators use the attention feed to find decisions that need action.
> - The feed has eleven source kinds, but it has no durable queue or
triage state.
> - The feed also returns every item and lacks decision deadlines,
snooze state, and decision-focused ordering.
> - This pull request adds secure queue sidecars and enriches the
attention feed with triage data, filters, cursor pagination, and
decide-now ranking.
> - The benefit is a bounded feed that can show the most urgent
decisions first without weakening source visibility rules.

## Linked Issues or Issue Description

This pull request replaces the closed
[#10634](https://github.com/paperclipai/paperclip/pull/10634). It
combines that queue foundation with the dependent attention-feed change
as one review unit.

**Subsystem affected**

Database schema, shared contracts, server authorization and REST APIs,
and the UI attention client library.

**Problem or motivation**

The attention feed can contain hundreds of mixed decision items.
Operators cannot group them into durable queues, set a decision
deadline, snooze an item, or request a bounded page ordered by urgency.
The current client must download the full feed on each refresh.

**Proposed solution**

Store queue membership and triage state by stable attention identity.
Re-authorize each source during queue reads and writes. Enrich attention
items with queue, deadline, snooze, expiry, rule, and origin data. Add
activity and queue filters, opaque cursor pagination, decide-focused
ordering, and a decide-now count.

**Alternatives considered**

Adding queue fields to every source would duplicate schema and
authorization logic across eleven source kinds. Client-only filtering
and sorting would still transfer the full feed and would make pagination
unstable.

**Roadmap alignment**

This change improves the core decision-attention surface and operator
oversight. It does not implement the separate general-purpose work queue
milestone in `ROADMAP.md`.

## What Changed

- Added company-scoped queue, membership, triage, and append-only event
tables with actor and run provenance.
- Added queue CRUD, item membership, starter-rule discovery, and
decide-by and snooze endpoints.
- Kept source authorization on each queue mutation, read, and count.
- Added attention fields for expiry, rule, origin agent, queues,
decide-by attribution, and snooze state.
- Added activity date filters, queue filters, opaque cursor pagination,
and configurable page limits.
- Added decide-now ordering by deadline, expiry, severity, and activity.
- Added `decideNowCount` and excluded actively snoozed items from the
default feed.
- Updated the shared and UI client contracts.
- Added focused server, route, OpenAPI, and UI client tests.

## Verification

- `pnpm exec vitest run server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-queues-routes.test.ts
server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts
ui/src/lib/attention.test.ts` (72 tests passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared
--filter @paperclipai/server --filter @paperclipai/ui typecheck`
- `git diff --check origin/master...HEAD`

## Risks

- The migration adds four company-scoped tables and provenance foreign
keys. Migration numbering and safety checks pass.
- Attention reads can lazily create starter queues and memberships.
Inserts are idempotent, audited, and transactional.
- Cursor validity depends on the filtered feed. The API returns a clear
validation error when the cursor item no longer exists in that feed.
- Queue reads re-check source visibility. This favors correct
authorization over fewer queries.

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

## Model Used

- OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning,
repository tools, code execution, and test 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>
2026-08-01 20:37:39 -05:00
Devin Foley 3dec88ce90 feat(agents): warn when an agent's escalation path routes to a paused manager (#10657)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents escalate work up the org chart (`reports_to`), and operators
pause agents — notably, instance imports pause every agent by default
> - A paused manager does not invalidate the chain (subordinates stay
invokable), so nothing surfaces when an operator unpauses workers but
leaves their manager paused
> - Escalations then dead-letter silently: agent-created issues assigned
to the paused manager sit in a queue nothing will ever run
> - This pull request computes paused ancestors in the existing
org-chain health model and surfaces a non-blocking warning on the agent
read models and detail page
> - The benefit is that the operator learns their escalation paths are
dead before work vanishes into them

## Linked Issues or Issue Description

Fixes #10647 (companion to #10648, which refuses agent-initiated
assignment to paused agents at write time — this PR makes the standing
hazard visible)

## What Changed

- `AgentOrgChainHealth` gains two additive, optional fields:
`pausedAncestors` (paused agents in the `reports_to` chain) and
`escalationWarning` (human-readable, only set when the agent itself can
work — a paused/terminated agent's escalation path is moot). Chain
validity, invokability, and assignability are byte-identical.
- No server route changes needed: the fields flow through every existing
agent read model (list, detail, org chart) since they ride the same
`getAgentWorkEligibility` computation.
- Agent detail page shows an amber "Escalation path is paused" banner
(same visual language as the invalid-chain banner, but non-blocking)
with the warning text naming the paused manager and the two remedies.

## Verification

- `pnpm vitest run packages/shared/src/agent-eligibility.test.ts` — 5
new cases: paused direct manager warns; paused grandparent through a
healthy manager warns; the agent itself paused → no warning (but
ancestors still reported); fully active chain → no warning, empty list;
terminated ancestor keeps the invalid-chain classification without
double-counting as paused.
- Full `@paperclipai/shared` suite (392 tests) and
`agent-eligibility-routes` (54) unchanged.
- `tsc --noEmit` in shared, server, and ui.

## Risks

- Low. Purely additive fields plus one UI banner; no behavior gates on
the new data.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use. No other models involved.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-01 17:42:42 -07:00
scotttongandClaude Fable 5 c185e64b77 feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators spend most of their time on the issue detail page. They
talk to the assigned agent there through comments.
> - The current page reads as a ticket form. The thread sits below
properties, the composer sits mid-page, and live agent activity renders
as dense transcript logs.
> - Talking to an agent is a conversation. A chat-first layout matches
that mental model better than a ticket form.
> - A layout change this large must not disrupt current users. It needs
a safe opt-in path and full parity with the existing thread features.
> - This pull request adds a chat-style task view behind a new
"Chat-Style Tasks" experiment toggle. The flag is off by default and the
existing page is unchanged when it is off.
> - The benefit is a focused, readable conversation with the agent: live
tool activity folds into compact summaries, the composer stays at the
bottom, and properties, plan, and artifacts move into header tabs.

## Linked Issues or Issue Description

Refs #49 (chat with agents is a much-wanted feature).

Related PRs found in the dedup search:
- #4489 — an earlier, closed attempt to promote the conversation to the
primary surface on issue detail. This PR is a fresh, flag-gated take on
the same goal.
- #8837 — an open PR that proposes a two-column task layout. It
restructures the same page but keeps the ticket paradigm; this PR is
orthogonal because it is opt-in and chat-first.

**Subsystem affected**

UI (issue detail page).

**Problem or motivation**

The issue detail page presents agent conversations as a ticket:
properties first, thread below, composer in the middle of the page, and
raw transcript noise during live runs. Users who mainly converse with
their agents must scroll past chrome to follow the conversation, and
live activity is hard to read.

**Proposed solution**

An opt-in chat-style view of the issue detail page, gated by a new
"Chat-Style Tasks" experiment toggle in Settings → Experimental. With
the flag on, the thread fills the center pane, the composer docks to the
bottom of the viewport, Properties / Plan / Artifacts become header
tabs, live turns show a status pill with the current tool action and
elapsed time, and settled turns collapse to a "Worked · N tools" summary
that expands into per-tool rows. With the flag off, nothing changes.

**Alternatives considered**

Restyling the existing layout in place (rejected: too disruptive without
an opt-out), and a separate chat page beside the issue page (rejected:
splits the task's single source of truth). A per-request lab page
(`/task-chat-lab`, dev-only) was kept for design iteration instead.

**Roadmap alignment**

ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to
real work objects. This PR keeps the core task-and-comments model — it
only changes presentation, opt-in — so it does not duplicate that
planned work.

## What Changed

- New `enableTaskChatRedesign` instance setting, exposed as a
"Chat-Style Tasks" experiment card in Settings → Experimental (shared
feature catalog, validators, server instance-settings service, and UI
settings page).
- New `ui/src/components/task-chat/` component family: chat thread with
turn grouping, agent reply bubbles, live status pill, collapsible turn
summaries with per-tool rows, plan tab with a sticky CTA action bar,
inline interaction cards, per-request mode chips, and a bottom-docked
composer.
- A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs
and icons; the status pill, tool rows, and the classic transcript view
all use it.
- A transcript adapter converts stored run logs into chat turns; it
dedupes tool-call updates by `toolUseId` so tool counts match the
expanded rows, and it keeps a tool row's first real name when later
generic updates arrive.
- Composer: posts on Cmd/Ctrl+Enter, supports image paste with
object-URL thumbnail previews (revoked on clear/unmount), and uploads
through the issue attachments route.
- `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar,
the header is not sticky, and the chat fills the center; with the flag
off, the previous layout renders unchanged.
- Motion tokens for the new animations live in `ui/src/index.css` with a
`motion-tokens.ts` catalog and a test that keeps the two in sync (the
catalog now also covers the shared enter/exit/swap tokens that the
decision/quicklook block declares).
- A dev-only `/task-chat-lab` page with fixtures and a tweak panel for
motion tuning.

## Verification

- `pnpm typecheck` — clean across the workspace.
- `pnpm check:token-gates` — 3/3 CLEAN.
- `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The
one failure is `IssueProperties.test.tsx` monitor-row time formatting,
which is timezone-sensitive: it also fails on unmodified `origin/master`
in a non-UTC timezone and passes with `TZ=UTC`. It is not related to
this change.
- `cd server && pnpm vitest run
src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers
the new setting).
- Manual: start the dev server, open Settings → Experimental, enable
"Chat-Style Tasks", and open any issue. The thread fills the page, the
composer docks to the bottom, and Properties / Plan / Artifacts appear
as header tabs. Assign an agent and comment to watch a live run: the
status pill shows the current tool action with elapsed time, and the
finished turn folds into a "Worked · N tools" summary. Disable the
toggle and confirm the classic page is unchanged.
- Visual snapshot baselines are intentionally not updated: per
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- The flag-off path goes through the same `IssueDetail.tsx` file, so a
regression there would affect current users. Mitigation: the classic
markup renders through the same components as before behind explicit
flag conditionals, and the full UI suite passes.
- The transcript adapter interprets stored run-log formats, including
legacy entries without `toolUseId`. Malformed logs degrade to generic
tool rows rather than crashing.
- The new view changes no server behavior other than one additive
instance setting; it is additive and default-off. Overall risk with the
flag off is low.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5),
extended thinking enabled, agentic tool use (file editing, shell, test
execution) via Claude Code / Claude Agent SDK.

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-01 02:26:47 -07:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can currently perform many mutations directly, while humans
often need a durable review point before cross-issue or destructive
actions occur
> - Existing approvals and issue-thread interactions do not provide a
standalone, reusable object for presenting options, collecting typed
inputs, detecting stale targets, and auditing effect execution
> - The control plane therefore needs a first-class propose mode that
separates an agent's recommendation from the governed mutation it may
cause
> - This pull request adds Decisions v1 across the database, shared
contracts, server execution and telemetry, agent skill guidance, and
operator UI
> - The benefit is that agents can propose multi-option actions safely
while operators get explicit provenance, fail-closed execution,
per-effect results, and a focused attention workflow

## Linked Issues or Issue Description

### Subsystem affected

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

### Problem or motivation

Agents need a governed way to propose consequential work without
immediately mutating issues, especially when one choice can affect
several issue trees. Existing approvals and issue-thread interactions do
not provide a standalone object with typed options, target snapshots,
effect-level authorization, expiration, execution outcomes, and reusable
attention-feed presentation.

### Proposed solution

Add first-class Decisions that store options and typed inputs, surface
open proposals in the operator attention feed, validate target freshness
and the origin-agent/operator authorization intersection at decision
time, execute a bounded set of auditable effects, and retain terminal
outcomes. Decisions v1 supports comments, status and assignee changes,
follow-up issue creation, blocker resolution, and issue-tree
cancellation, plus bundle grouping, expiration/dismissal, rule-key
telemetry, and agent-facing API guidance.

### Alternatives considered

- Extend approvals with arbitrary effects: rejected because approvals
represent governed yes/no actions and would become an unsafe generic
mutation envelope.
- Model every proposal as an issue-thread interaction: rejected because
decisions can span several targets and need independent lifecycle,
telemetry, idempotency, and effect results.
- Let agents perform the mutation and ask for retrospective review:
rejected because it removes the pre-execution governance boundary this
feature is meant to provide.

### Roadmap alignment

Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**,
**Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool
access)**, and **Activity History** by making explicit decisions,
authorization gates, auditable execution, and terminal outcomes
first-class control-plane objects.

### Additional context

This does not replace existing approvals or issue-thread interactions,
and it does not add an unrestricted generic mutation effect.

## What Changed

- Added company-scoped decision, option, target, and effect-execution
schema plus migration and shared TypeScript/Zod contracts.
- Added decision routes and services for propose, list/get, decide,
dismiss, cancel, target freshness checks, authorization intersection,
idempotency, activity logging, and execution auditing.
- Added rule-key decision telemetry and attention-feed metadata so open
decisions are visible and measurable.
- Added agent skill documentation for proposing and resolving decisions
through the Paperclip API.
- Added the Decisions UI: API client, query keys, inline attention
resolver, bundle grouping, target-issue strip, terminal history,
destructive confirmation, and per-effect result rendering.
- Added server service coverage, DecisionCard state tests, and Storybook
stories for the supported visual states.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated
cross-suite cleanup-order failure in
`heartbeat-responsible-user-invariant.test.ts`; the failing file passes
in isolation (`6/6`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/DecisionCard.test.tsx` — passed (`9/9`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/authz-existence-oracle-guard.test.ts
src/__tests__/openapi-routes.test.ts` — passed (`5/5`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts` — passed (`16/16`).
- `pnpm --filter paperclipai exec vitest run
src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`).
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
paperclipai typecheck` — passed.
- `pnpm build` — passed.
- Rebased-head focused suite — passed (`6` files, `88` tests): shared
decision contracts, Decisions service, OpenAPI routes, startup feedback
export, DecisionCard states, and attention helpers. The follow-up
stale-secondary-target regression passes in the DecisionCard suite
(`10/10`).
- Rebased-head scoped typechecks — passed for `@paperclipai/shared`,
`@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`.
- Rebased-head migration numbering and safety checks — passed after
renumbering the additive migration to `0193` and making it replay-safe
for environments that applied the earlier feature-branch number.
- `pnpm check:token-gates` — passed with all gates clean.
- GitHub PR workflow and Greptile review for
`1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the
stale-secondary-target fix and PR metadata refresh on July 27, 2026.
- `pnpm --filter @paperclipai/ui build-storybook` exposes an existing
Storybook version mismatch (`storybook` 10.4.6 vs
`@storybook/addon-docs` 10.5.0); Decisions stories were validated with
the docs addon temporarily disabled and the tracked config remains
unchanged.

## Risks

- **Migration:** Adds replay-safe migration `0193`; migration numbering
and safety checks pass. The new tables and indexes are additive.
- **Authorization:** Effect execution intersects the proposing agent's
permissions with the responsible user context and fails closed; mistakes
could reject a valid proposal rather than silently over-authorize it.
- **Concurrency:** Target snapshots and idempotency keys protect against
stale or duplicate execution, but reviewers should focus on mixed-effect
partial outcomes and retry behavior.
- **UI:** Decisions are integrated into the existing attention feed
rather than a separate navigation surface, reducing routing risk but
increasing the importance of attention-item metadata compatibility.

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

## Model Used

- OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review
fixes, and verification; repository tools and code execution were
enabled, and context-window size is not exposed in this runtime.
- Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions
UI implementation, as recorded in the relevant commits.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:17:02 -07:00
71231dfa38 feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators need an audit record of agent actions across tasks,
comments, documents, approvals, and runs
> - The permission-gated audit read API provides that record, but
operators cannot inspect it in the product
> - A readable UI must preserve company boundaries, server-side
permission decisions, and redaction
> - Audit exports must also be safe to open in spreadsheet software and
must record the export itself
> - This pull request adds company and per-agent audit views plus a
guarded CSV export
> - The benefit is a searchable, filterable, and reviewable agent action
history with direct links back to work

## Linked Issues or Issue Description

**Feature.** This change adds the frontend and CSV export for the agent
action audit log.

Refs #9731 and #9735.

- Problem: agent actions are recorded, but operators have no readable
product surface to inspect or export them.
- Solution: add a company audit page and a per-agent Audit tab that use
the permission-gated audit API.
- Alternative: build a separate plugin-only surface. This was rejected
because the existing permission model already supports a unified,
server-authoritative view.

This pull request targets the audit epic branch, which contains the
merged #9735 audit API.

## What Changed

- Added a company Audit page and sidebar entry.
- Added a per-agent Audit tab with a fixed agent filter.
- Added filters for agent, responsible user, action domain, entity type,
and date range.
- Added task and run links, responsible-user context, cursor pagination,
and readable action text.
- Added a permission-denied Enterprise card for callers without
`audit:view_agent_actions`.
- Added a CSV export that is permission-gated, capped, self-audited,
CSV-escaped, and protected against spreadsheet formula injection.
- Preserved the merged audit API cursor validation, redaction, and
sub-millisecond pagination behavior.

## Verification

- `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6
passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with
embedded PostgreSQL.
- `pnpm -r typecheck` — passed across all workspaces.
- `pnpm build` — passed across all workspaces.
- `pnpm test:run` — all completed shards passed except one
environment-sensitive CLI assertion caused by injected static AWS
credential variables; the exact test passes 8/8 with those variables
unset.
- Manual Chromium QA exercised the populated feed, active filters,
permission-denied card, per-agent tab, and CSV export.

## Screenshots and Manual QA

- [All audit states exercised in
Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001)
- [Detailed browser report and per-agent tab root
cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061)

The per-agent redirect defect found during QA is fixed in this branch.

## Risks

Low to moderate risk. The UI and export route are additive and use the
existing company-scoped permission gate. The main risks are large
exports and spreadsheet interpretation. The export is capped at 10,000
rows, records truncation accurately, and prefixes formula-like cells as
text. There are no schema changes or migrations.

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

## Model Used

- Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use,
and code execution produced the original implementation.
- OpenAI Codex, GPT-5 (deployment ID and context window not exposed),
reasoning, tool use, code execution, browser-test orchestration, and
GitHub review tooling repaired and verified the pull request.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:09:13 -07:00
DottaandPaperclip 86b265bb85 test(ui): isolate Cases routing regression (#10591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The UI test suite protects the board route table
> - The Cases routing regression test needs only the route table and
sentinel pages
> - The test initialized the full cloud access query flow for each route
> - That unrelated setup made the two assertions spend several seconds
polling
> - This pull request isolates the routing dependency and removes the
long timeout
> - The benefit is faster and more focused route regression coverage

## Linked Issues or Issue Description

**What happened?**

The Cases routing regression test initialized cloud health, session, and
board access queries. Its two route assertions spent about 6.69 seconds
in test execution.

**Expected behavior**

The route regression test must bypass unrelated cloud access checks and
resolve the two route assertions synchronously.

**Steps to reproduce**

1. Run `pnpm --dir ui exec vitest run src/App.cases-routing.test.tsx` on
the base commit.
2. Inspect the Vitest test duration.
3. Observe that the test waits through unrelated query transitions.

**Paperclip version or commit**

`7301fae942c3d5826974335cb40d6f1e0d95d1e0`

**Deployment mode**

Built from source. The defect affects the UI unit test suite.

Related pull request: #9198 introduced the Cases route regression
coverage.

## What Changed

- Mock `CloudAccessGate` at the routing boundary.
- Import the app after hoisted CSS setup and module mocks.
- Remove the query client and three unrelated API mocks.
- Replace long polling with a bounded three-turn route wait.
- Remove the custom 20-second test timeouts.

## Verification

- `pnpm --dir ui exec vitest run src/App.cases-routing.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`

The focused run passed both tests. Test execution changed from about
6.69 seconds on the base commit to 40 milliseconds on this branch.

## Risks

Low risk. The production route table is unchanged. The test still
renders the real `App` route table and the same sentinel pages.

> 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 model ID `gpt-5`. The context-window size is not
exposed to this run. The run 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>
2026-07-31 18:54:53 -07:00
DottaandPaperclip 627728bdde feat: add authoritative issue PATCH receipts (#10478)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents update tasks through the issue API.
> - The update response did not state which values changed.
> - Blocker updates also did not echo the scalar blocker IDs.
> - Agents therefore used an extra GET request to confirm a successful
write.
> - This pull request adds an authoritative change receipt and an
optional small response.
> - The benefit is fewer API calls with a clear and compatible write
contract.

## Linked Issues or Issue Description

No public GitHub issue exists for this change.

### Subsystem affected

Cross-cutting: `server/`, `packages/shared`, and the UI issue cache.

### Problem or motivation

A successful issue PATCH returned the updated issue, but it did not
identify the effective changes. Blocker writes returned relation
summaries without the scalar IDs. Agents could not distinguish a
confirmed clear operation from missing data. The response must confirm
committed field and blocker changes while existing UI clients continue
to receive the full issue by default.

### Proposed solution

Add a `changes` receipt. Add a conditional `blockedByIssueIds` echo.
Support `Prefer: return=minimal`. Keep the full response as the default.

### Alternatives considered

Make the small response the default for agent tokens. This would create
different response contracts by actor type, so this pull request does
not use that design.

### Roadmap alignment

This is a focused control-plane reliability improvement. It does not
duplicate an open roadmap milestone.

## What Changed

- Compute committed issue row and relation changes in the issue service.
- Omit no-op fields and truncate changed long text values to 200
characters.
- Echo blocker ID arrays for blocker set and clear requests.
- Add the opt-in `Prefer: return=minimal` response and
`Preference-Applied` header.
- Keep receipt metadata out of React Query issue caches.
- Add route and embedded Postgres tests for the new contract.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-activity-events-routes.test.ts`
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts -t
"returns authoritative update receipts for row fields and blocker
relations"`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `git diff --check`

## Risks

- Low compatibility risk. The default response only adds receipt fields.
- Minimal mode is opt-in. Existing clients do not receive a smaller
body.
- The receipt excludes `updatedAt` because the response already returns
it as the freshness anchor.
- Prose API and agent workflow guidance will follow after the server
contract is available.

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

## Model Used

- OpenAI Codex based on GPT-5. The exact deployment ID, context window
size, and reasoning mode are not exposed to the agent. The agent used
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 18:52:59 -07:00