Commit Graph
198 Commits
Author SHA1 Message Date
DottaandPaperclip 6dcf4160dd perf(chat): load recent messages and page history on scroll (#18358)
## Thinking Path

> - Paperclip lets people manage work done by agents.
> - A standing agent chat can hold months of conversation.
> - The chat route forced full-history mode, bypassing compact task
loading.
> - A cold visit fetched lifetime run summaries and hydrated historical
transcripts.
> - This PR starts with 20 recent messages and loads earlier pages on
upward scroll.
> - It preserves the reader's position, current questions, and draft
while history grows.

## Linked Issues or Issue Description

**What happened?**

Standing agent chats forced full-history loading. A long conversation
fetched full activity and run history before it became readable. Earlier
comments also used an explicit load control.

**Expected behavior**

Open a small recent conversation quickly. Load older messages when the
reader scrolls upward. Show an inline loading state. Keep the visible
message and composer mounted through paging, live updates, and Back
navigation.

**Steps to reproduce**

1. Open a standing agent chat with hundreds of messages and completed
runs.
2. Use a fresh browser query cache.
3. Observe full activity and run reads plus transcript requests for
historical runs.
4. Compare the recent window and upward paging after this change.

Related work: #18312 and #18323 restored compact task and collection
loading. #14848 added reopening of visited agent chats. A GitHub search
found no open PR for this chat-history optimization.

## What Changed

- Return 20 contiguous recent comments for standing chats, with a stable
oldest cursor. Keep the existing compact task exchange contract. Use the
existing company/issue/time index for cursor reads.
- Keep chats compact even if their task view previously expanded
history. Retain observed messages through live catch-up and cache-backed
return visits.
- Keep fetched history pages, acknowledged sends, and the observed
recent cursor separate. Reconcile live replies without losing history
after a send or deleted cursor.
- Hydrate metadata only for newly revealed message/run IDs; preserve
prior batches while paging. Slow-send recovery refreshes the recent
window. Receipts failures have an independent retry.
- Hydrate run summaries only for loaded messages and the latest turn.
Validate batches of at most 100 run IDs and keep the existing
issue/company access rules.
- Reuse hydrated terminal native streams when only history membership
changes. Preserve retry, resume, mode changes, reconnect recovery, and
interrupted recovery reads.
- Load older messages, decision receipts, and task handoffs through
upward scrolling. Support wheel, touch, and keyboard input. Keep pending
questions visible.
- Reserve a status slot while loading. Preserve a logical message anchor
and the mounted composer. Pause failed page reads until an inline Retry.
- Add database, route, controller, and scroll regressions, plus an
opt-in production-build browser rig for long chats on desktop and
mobile. Update design and feature/access documentation.

## Verification

- The real PostgreSQL cold-open suite passes all 12 tests, including
contiguous pages with equal timestamps, complete history, company
denial, and scoped run IDs.
- Activity route and OpenAPI suites pass 53 tests. The route run allowed
local cold-import overhead; CI retains the repository's normal timeouts.
- Three new paging regressions fail against the unchanged source. The
candidate's focused paging/window suite passes 26 tests. Broader UI
verification is recorded below when complete.
- Desktop and mobile browser acceptance covers recent-only startup,
per-frame reveal geometry, delayed and failed older pages, stable
reading anchors and drafts, Back, older comment links, and one persisted
live reply.
- Full workspace typecheck and build passed locally. The final UI source
also passes its typecheck and production build.
- Affected UI suites pass: 212 controller/history/paging tests, 352
thread/scroller tests, 26 native-stream tests, plus metadata batching
and live-cache hydration coverage. The issue mutation/access route suite
passes 179 tests.
- All 22 final desktop/mobile browser journeys pass, including delayed
image growth. The isolated second-page request proof also passes six
repeated desktop/mobile runs. A separate 6,000-message, 3,000-run
fixture passes cold-open and delayed-paging checks on both screen sizes,
still opening 20 messages and loading one 50-message page.
- Final matched production timings use baseline `aa58fa1073`
(`index-BaRiMbxd.js`) and candidate UI source `f9a26b9783`
(`index-DPWTbsFF.js`, identical application source at final head
`bf71ffd5af`). Chromium 151.0.7922.34, 1440×900, 4× CPU throttle, no
added network latency, browser HTTP cache disabled, fresh application
cache for each cold visit. Both variants block service workers and use
the same warm local API server and immutable 600-message/300-run
fixture. Only document HTML is intercepted for both variants; API
requests are real. The common API revision is `109981f8c1`; subsequent
commits change only UI and tests.

| Usable conversation | Baseline median (range) | Candidate median
(range) |
| --- | --- | --- |
| Cold direct URL | 6.57 s (5.69–7.45) | 3.07 s (2.50–3.28) |
| Warm in-app return | 3.76 s (3.54–4.76) | 0.67 s (0.58–1.46) |
| Back return | 2.53 s (2.12–4.20) | 0.51 s (0.47–1.18) |

Five pairs alternate order. Every paired difference favors the candidate
for all three journeys. Readiness requires a revealed, fully visible
latest reply above the composer and an editable composer. Return timing
starts after the Tasks route renders. Cold API requests fall from
953–954 to 71; API wire bytes fall from 517–559 KB to about 49 KB.
Separate CPU profiles and request waterfalls confirm the removal of
lifetime event hydration and are excluded from the five timing pairs.
Both variants have the same expected missing optional plan document
(404) and no browser exceptions. Control recent-window API reads have
medians of 37 ms / 32 ms, with shared-host outliers up to 376 ms.

The 6,000-message recent-window SQL uses
`issue_comments_company_issue_created_at_idx` (22 index rows read for a
21-row probe). Geometry assertions retain a 2-pixel tolerance for the
reading anchor and first-reveal layout. These are local synthetic
measurements, not deployed staging latency. Earlier timing probes are
excluded because they did not isolate service workers or composer
clearance. Final head `bf71ffd5afb5684ba9105a3127f617e7adf5139c` has 55
successful checks, three optional skips and one neutral result, with no
failures or pending checks. Greptile is 5/5 with no open review
findings.

### Failure record

Early local attempts exposed an unconditional scroller wrapper that
changed the old task layout, and automatic retries on chat page
failures. Both were corrected. The original task scroller structure
stays in place. Metadata request assertions wait for initial connection
recovery to settle, then verify only the new page’s reads;
retry/resume/reconnect revalidation remains intentional.

The initial review caught a send-before-scroll cache defect; its
controller regression failed before the fix. Later rapid-paging checks
caught scroll readiness being gated by metadata after the first reveal;
readiness now stays enabled once revealed. Live replies use the separate
acknowledged-message cache, then catch up from the server cursor.

Visual review exposed a pagination wrapper bypassing existing composer
clearance. The body is again a direct scroller child; cold-open browser
checks require the full latest reply above the composer. A
resize-observer regression failed before the fix and now passes.
Controlled delayed inline images prove both pinned following and a
stable reading anchor on desktop/mobile.

The first performance fixture lacked valid native event envelopes and
caused missing-log fallbacks. It is excluded from latency claims. The
final fixture uses saved native assistant events and conversation
session generations. The live test uses a temporary fixture-agent key,
attributes the reply to an existing synthetic run, and revokes the key.
It starts no model or agent process.

Local database attempts failed during a Docker shutdown. The retained
disposable database was restored and its suite passed. Early fixture
errors included a missing conversation identity field and session
generation. Mobile test setup also selected an offscreen sidebar link
and reused queued human input. Optional announcements could intercept
input; the fixture now dismisses them before the journeys. The scroll
observer now waits for the delivered wheel event and settled animation
frames, including when the viewport is already at the top. A
concurrently running live test briefly changed another probe’s row
count; the final acceptance and timing runs were sequential on separate
fixtures. The final rig uses the visible mobile navigation and a saved
agent reply. Anchor observation waits for the user's scroll to settle
before measuring the effect of live updates.

The full local `pnpm test:run` attempt hit repeated embedded PostgreSQL
initialization failures and failures in untouched native-session
executor suites; it was stopped after the repeated environment failures.
The targeted real-PostgreSQL suite passed, and final-head CI is required
before handoff. The first CI run also caught an exact mock expectation
missing the added company scope; the expectation is updated and its
179-test suite passes. The final-head first CI attempt also stalled an
assigned child task in the existing plan-approval scenario, then hit a
heartbeat-run row lock timeout during fixture cleanup. The failed shard
and aggregate check passed on an unchanged rerun of the same commit.
Scenario assertions and timeouts were unchanged. The failure and rerun
are retained in [CI run
41116120430](https://github.com/paperclipai/paperclip/actions/runs/41116120430).

## Risks

- Historical transcript diagnostics no longer load on a cold chat open.
Saved messages and conversation events remain available; diagnostic run
views keep their full records.
- Cursor paging must not omit comments with equal timestamps. Database
tests cover timestamp/UUID ordering and the complete set.
- Prepended or late content can move the reader. Browser checks cover
retained row identity, viewport offsets, mounted drafts, and Back.
Previously loaded pages stay in the query cache for its existing
lifetime.
- Local synthetic evidence does not establish deployed staging latency.
This PR does not merge or deploy the change.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, and code
execution. The exact backend deployment ID and context window were not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 15:12:24 -05:00
DottaandPaperclip aa58fa1073 perf(ui): restore fast Coordinator task and inbox loading (#18323)
## Thinking Path

> - Paperclip lets people manage work done by agents.
> - Tasks, Inbox, and Needs You must stay usable as work history grows.
> - The Coordinator views bypassed some existing collection
optimizations.
> - Navigation fetched complete decision cards for a count, and Tasks
mounted every loaded row.
> - This PR uses the canonical attention rules for small count and
task-ID responses. It also restores bounded rendering and the optimized
Inbox selection.
> - The benefit is less data and less initial rendering work without a
second definition of pending work.

## Linked Issues or Issue Description

**What happened?**

Coordinator navigation fetched the full attention feed on every cold
collection visit. Tasks rendered the entire loaded collection.
Coordinator could also select the old Inbox loader when Streamlined UI
was off.

**Expected behavior**

Fetch only the projection needed by each surface. Start with a bounded
set of rows. Keep complete task membership, accurate counts, current
permissions, and stable loaded rows.

**Steps to reproduce**

1. Enable Coordinator and open Tasks or Inbox with an empty browser
query cache.
2. Observe a complete attention-card download for the navigation badge.
3. Open a large task list and observe that every loaded row mounts at
once.
4. Disable Streamlined UI while keeping Coordinator enabled, then open
Mine and observe three overlapping compact task reads.

Related work: #17756, #3744, #17983, and #18312.

## What Changed

- Add board-only attention count and complete task-ID projections. Reuse
canonical company, privacy, addressee, deduplication, dismissal, snooze,
and archive rules. Skip card bodies, plan/image reads, and presentation
roster lookup.
- Share the small count read across desktop and mobile navigation. Reuse
the page-owned response on Needs You and Needs attention. Keep the
newest known count through navigation, including zero.
- Use the task-ID index for Needs attention and keep task row hydration
in batches of at most 100.
- Render 100 task rows initially, across the whole expanded tree. Reveal
150 more at a time through scrolling or a button. Keep existing rows
through refresh and append. Defer offscreen leaf layout with shared
tokens.
- Keep Coordinator on the optimized Inbox when Streamlined UI is off.
Use index reads for expanded project recents.
- Add real-database, component, and production-build browser regression
checks. Update the access and feature maps.

## Verification

- All required CI checks pass on
`1c68ac8957490a6c8585ba0939355f536c8120bf`: typecheck, build,
server/workspace tests, serialized database suites, and eight E2E
shards. Greptile is **5/5**, with its row-retention finding fixed and
the review thread resolved. Storybook checks were intentionally skipped;
Paperclip Review completed neutral.
- Workspace typecheck and production build passed locally. The final
rebased source also passed UI typecheck and production build. Token
gates and map checks passed.
- The attention service suite passed all 34 tests on disposable
PostgreSQL. Final targeted checks cover compact projections,
complete-set counts, quality approvals, snoozes, private tasks, and
board/company access. Database response capture confirms compact
projections do not read plans or images. All 31 OpenAPI tests passed
after registering both endpoint contracts.
- Six production-build browser journeys passed: desktop, mobile,
Coordinator Inbox with Streamlined UI off, Needs You, Needs attention,
and an older server page followed by task open/Back. They verify the
initial 100-row budget, scrolling, retained DOM identity/height, one
owner per attention read, complete task membership, 220 retained rows on
Back, and less than 2 px of return-position difference.
- The row-budget and Inbox regressions fail against original source and
pass with this change. The final three affected UI suites passed 40
tests, and the broader Inbox/IssuesList suites passed 101 tests
serially.

### Controlled production-build comparison

Baseline `b31ec0a2dc079e32272a8f618425fe92b68bbaec` versus PR head
`1c68ac8957490a6c8585ba0939355f536c8120bf`. Isolated baseline asset
`index-CS9uPxMx.js`; candidate asset `index-BxJeTQ30.js`. Both UI builds
used the same warm disposable API server and database, with 220 tasks
and 110 pending board approvals. Chromium **151.0.7922.34**, 1440 × 900
viewport, **4× CPU throttle**, loopback with no added network latency,
alternating baseline/candidate order. Cold cases use a new browser
context with network cache disabled; warm cases navigate within the same
context. Other host workloads are uncontrolled.

Readiness requires the destination collection's first visible task row,
then two animation frames. Inbox readiness waits for its canonical Mine
route so previous-page rows cannot satisfy the measurement. Five paired
samples per case; cold Inbox has a second five-pair confirmation wave
because the first result was slower. Times below are **milliseconds**;
parentheses show min–max. Paired savings are the median of individual
before-minus-after pairs, not the difference between medians.

| Journey | Pairs | Baseline median (range) | Candidate median (range) |
Median paired saving | Faster pairs |
| --- | ---: | ---: | ---: | ---: | ---: |
| Cold Tasks | 5 | 2752 (2542–3025) | 2300 (2275–2524) | 328 | 5/5 |
| Cold Inbox | 10 | 2536 (2283–2927) | 2582 (2117–2856) | 37 | 5/10 |
| Warm Tasks navigation | 5 | 2054 (1826–2479) | 1448 (1419–1548) | 635
| 5/5 |
| Warm Inbox navigation | 5 | 2020 (1485–2254) | 1568 (1289–1848) | 350
| 5/5 |
| Task → Back to Tasks | 5 | 1747 (1609–1948) | 1327 (1238–1355) | 472 |
5/5 |

Cold Tasks, warm Tasks, warm Inbox, and Back improved in every measured
pair. **Cold Inbox latency is inconclusive:** the two waves pointed in
opposite directions, with the candidate faster in 5/10 pairs. This PR
claims less badge work there, not a proven cold Inbox latency
improvement.

The canonical badge response shrank from **200,039 to 359 decoded
bytes** (encoded HTTP transfer: **8,125 to 598 bytes**). The compact
response also skips card payloads, plans, images, and presentation-only
roster work. These are measured mechanism reductions, separate from
end-to-end latency. Needs You still owns its full card feed; Needs
attention owns its complete task-ID projection. Reproduction setup and
assertions are in `tests/perf/collections/README.md`.

<details>
<summary>Individual paired readiness measurements (ms)</summary>

| Journey | Pair | Baseline | Candidate |
| --- | ---: | ---: | ---: |
| Cold Tasks | 1 | 3025 | 2283 |
| Cold Tasks | 2 | 2542 | 2275 |
| Cold Tasks | 3 | 2752 | 2424 |
| Cold Tasks | 4 | 2783 | 2300 |
| Cold Tasks | 5 | 2641 | 2524 |
| Cold Inbox | 1 | 2927 | 2702 |
| Cold Inbox | 2 | 2422 | 2629 |
| Cold Inbox | 3 | 2409 | 2606 |
| Cold Inbox | 4 | 2621 | 2769 |
| Cold Inbox | 5 | 2539 | 2856 |
| Cold Inbox | 6 | 2283 | 2117 |
| Cold Inbox | 7 | 2466 | 2558 |
| Cold Inbox | 8 | 2674 | 2286 |
| Cold Inbox | 9 | 2696 | 2389 |
| Cold Inbox | 10 | 2533 | 2183 |
| Warm Tasks navigation | 1 | 2479 | 1423 |
| Warm Tasks navigation | 2 | 2228 | 1548 |
| Warm Tasks navigation | 3 | 2054 | 1419 |
| Warm Tasks navigation | 4 | 1826 | 1448 |
| Warm Tasks navigation | 5 | 1954 | 1518 |
| Warm Inbox navigation | 1 | 2020 | 1661 |
| Warm Inbox navigation | 2 | 2198 | 1848 |
| Warm Inbox navigation | 3 | 1733 | 1497 |
| Warm Inbox navigation | 4 | 2254 | 1568 |
| Warm Inbox navigation | 5 | 1485 | 1289 |
| Task → Back to Tasks | 1 | 1721 | 1330 |
| Task → Back to Tasks | 2 | 1747 | 1275 |
| Task → Back to Tasks | 3 | 1948 | 1355 |
| Task → Back to Tasks | 4 | 1609 | 1327 |
| Task → Back to Tasks | 5 | 1790 | 1238 |

</details>

### Failed attempts and limits

- The local full repository command hit embedded PostgreSQL startup
failures and 16 failures in the untouched native session executor suite;
it was stopped. The full local suite is not claimed green. CI on the
final revision provides the broad test result.
- A concurrent local UI run hit timing failures under host contention.
Inbox/IssuesList subsequently passed all 101 tests serially. No tests
were weakened to address these timeouts.
- CI caught two integration gaps introduced during this work: missing
OpenAPI entries for the new endpoints, and an attention fixture
incompatible with the routine filters added on master. Both were fixed;
the affected 31 OpenAPI and 40 UI tests pass.
- The final revision's first CI attempt failed two untouched tests:
scheduled-retry batch cancellation and the tool-access audience/archive
race. Both failed jobs passed when rerun without changing the revision.
Their original failed attempts remain visible in [the workflow
history](https://github.com/paperclipai/paperclip/actions/runs/41083379875).
- Browser evidence uses synthetic disposable data. This PR is not
deployed staging or production verification.

## Risks

- New attention sources must preserve canonical eligibility. Both
projections call the existing collector, so they share its permissions
and complete-set behavior.
- The count and task-ID caches must not stand in for full decision
cards. Each projection has its own key under the existing attention
invalidation prefix.
- A row budget can omit descendants if applied per parent. The tests
cover one global budget across a large expanded tree, refresh, append,
reset, and incremental loading.
- Local browser evidence uses synthetic data and is not staging
deployment proof.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use, and code
execution. The exact backend model deployment ID and context window were
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 11:58:53 -05:00
DottaandPaperclip 7e27bc5007 fix(tasks): keep anchored opens compact and stabilize saved cards (#18092)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task pages must make the current instruction and recent conversation
readable quickly.
> - Compact startup avoids reading all earlier messages and run
activity.
> - Every URL fragment previously selected the full-history path, even
for documents.
> - Saved document cards also arrived after the conversation was
visible. PR statistics could add another row later.
> - This pull request keeps anchors compact and reveals the saved
conversation structure together.
> - The benefit is stable reading position without loading unrelated
history.

## Linked Issues or Issue Description

Related: #17593 introduced compact startup. #14667 covers earlier reveal
and scroll work. This fix retains the bounded history contract.

**What happened?**

Opening a task document link loaded all task history. Ordinary cold
opens could reveal messages before saved document cards and plans
arrived. Later PR metadata added a statistics row and changed card
height.

**Expected behavior**

Every URL fragment keeps compact startup. Document links open their
pane. Older-comment links fetch only the target comment. Saved cards
keep their geometry after first reveal.

**Steps to reproduce**

1. Create a task with many comments, a saved plan, documents and saved
PR work products.
2. Delay the enriched task response and open the task. Observe cards
inserted after messages appear.
3. Open a document fragment. Observe full comment, activity and run
reads.
4. Delay PR metadata refresh. Observe each card grow when diff counts
arrive.

## What Changed

- Remove fragment and tab checks from automatic history expansion.
Resolve validated comment UUIDs through the authorized single-comment
endpoint, encode their path components, retain fetched targets across
document navigation, and preserve cancellation/deletion cache updates.
- Include the saved plan, document metadata and local work-product
projection in the core task read. Skip recovery, workspace and
related-task enrichment. Do not refresh providers. Summary queries no
longer select other document bodies.
- Seed saved work-product and plan queries from core, including already
pending or errored reads, without replacing known lists or an
authoritative empty result. Coordinate the bounded recent reads, saved
cards, latest transcript and settled initial pane width before first
reveal. Keep the thread and composer mounted during refresh and explicit
expansion.
- Open continuation summaries in the document pane. Reserve PR
statistics geometry while provider metadata loads.
- Add a reusable synthetic local task, nine browser checks, frame
measurements and video. Extend the PostgreSQL core-route fixture with a
saved PR row and assert its identity, URL, state and stored metadata
survive the response. Update design guidance and capability maps.

## Verification

- Red: visible document/plan cards changed from 0 to 1 to 4; thread
height grew from 690 to 1,432 pixels. Green: all seven saved cards
appear before reveal, with constant thread height and zero per-card
movement in the final reviewed browser run. The final 1,492-pixel layout
includes the reserved PR statistics lines.
- Red: delayed PR diff counts changed all three cards from 62 to 82
pixels. Green: their heights stay at 82 pixels before and after metadata
refresh.
- Nine browser journeys pass: delayed enrichment,
document/comment/unknown/continuation anchors, document clicks and
explicit history expansion with a retained draft, missing-comment retry,
delayed PR statistics, and retained older-comment position after
document navigation.
- 583 focused UI tests passed on `c91fa107ba`. After the plan-cache
follow-up, all 212 affected page/cache/plan-hook tests and UI typecheck
pass, including 14 plan-hook cases. The original 16 focused PostgreSQL
tests passed for the server changes.
- Merge-review red: holding the duplicate stored work-products read
blocked the first reveal past 10 seconds despite core already containing
the saved cards. Both empty and populated core projections now reveal
while that request remains pending. Malformed-comment tests prove no
target request is made; API tests prove path encoding and abort-signal
forwarding.
- The populated core-route test now inserts a real saved PR work product
alongside the plan and documents, then checks the complete saved
projection through HTTP. All ten task cold-open PostgreSQL tests pass.
- Plan-cache review red: an existing pending or errored plan query
prevented the saved core plan from reaching the consumer. Four real-hook
cases failed before the data-presence fix and pass afterward, for both
present and absent plans. A separately fetched newer plan or known
absent plan remains authoritative.
- Further layout red: the initial properties pane reduced visible thread
width from 775 to 742 pixels after reveal. The reveal now waits for two
stable width frames; the browser check includes width, height, card
counts and per-card geometry.
- `pnpm -r typecheck` and `pnpm build` passed for the original change;
UI typecheck and build pass after review fixes. Token, module-boundary
and map checks pass. `pnpm test:run` was stopped after about 15 minutes
in the serialized server lane. No full local test-suite pass is claimed.
On the earlier head, hosted build/typecheck and all Vitest lanes passed;
one E2E shard failed because the agent-configuration clipboard helper
copied page text into its YAML parser. On `c91fa107ba`, Greptile was 5/5
and every E2E shard passed, including the earlier clipboard case. One
unchanged Discord chat-binding test in server shard 8 returned false
after 185 ms; its 16-test integration file passes locally without
changes. The CI cause remains unestablished. On `be436ce492`, both
server shard 8 and E2E shard 7 passed without changing those tests or
their product code. On final head `e357b3bced`, all CI jobs pass,
including full general and serialized tests, all eight E2E shards,
typecheck, build and the aggregate verification gate. Exact-head
Greptile is 5/5 with no findings. The overall status rollup contains 55
successes, two intentionally skipped Storybook checks and a neutral
Paperclip Review. That advisory review ended without a complete
assessment; all previously posted findings are resolved and it added no
current findings.
- Test startup exceeded an initial 5-second deadline once while
development assets and other checks were active. The final browser
checks allow 10 seconds. These runs establish geometry and bounded
requests; they do not establish a reliable latency improvement. An
initial 503 error fixture exercised global reconnect/backoff. The
target-comment failure test uses a terminal 404.
- Browser data is synthetic. Provider metadata is simulated for the
delayed-response check. No staging deployment or live provider execution
is claimed.

## Risks

- Core task reads now include local saved-card queries and the saved
plan body. Other document bodies and all historical run activity remain
outside that path.
- First reveal waits for the bounded current structure. The existing
15-second incomplete-history fallback and inline retry remain available.
- Continuation-summary links open in the document pane in the current
task interface. Classic tasks keep their existing surface.
- No migration or mutation permission change.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code editing, shell tools
and browser testing. The exact serving model ID and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-29 09:13:01 -05:00
scotttongandPaperclip 71f0c0c99e feat: add opt-in Coordinator workspace for chat, tasks, and decisions (#17983)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/147/changes/paperclip/147
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People coordinate work through conversations, tasks, and requests
for input.
> - These surfaces must share task state and preserve the context of
each decision.
> - The existing workspace makes people switch surfaces to follow that
context.
> - This pull request adds an optional Coordinator workspace with linked
conversations, tasks, documents, and decisions.
> - Each person can enable it in Settings > Experimental and return to
the classic workspace.
> - The benefit is a coherent path from a request to an assigned task
and reviewed work.

## Linked Issues or Issue Description

**Subsystem affected**
UI, server, shared contracts, and database.

**Problem or motivation**
People need a consistent way to start tasks from agent conversations,
answer questions, review work, and return to the source context.
Decisions and task state must agree across these surfaces.

**Proposed solution**
Add a personal, default-off workspace experiment. Keep one conversation
per agent. Add task proposals, compact task and decision cards,
contextual document panels, and a Needs You queue with search, filters,
sorting, grouping, and history.

**Alternatives considered**
Replacing the classic workspace for everyone would remove the opt-out
path. Keeping separate decision state in each surface would create
conflicting answers. This change uses the existing canonical task and
interaction records instead.

**Roadmap alignment**
This supports the existing agent chat, task management, and human review
capabilities. It is an experimental presentation choice. The user
requested this isolated implementation after design review. No Discord
discussion is claimed.

## What Changed

- Add per-person workspace preferences, a default-off setting, and an
additive migration.
- Add Coordinator navigation, pinned destinations, task lists, agent
switching, and contextual panels.
- Link task suggestions and creation to the source conversation. Default
new task ownership to the current agent unless the user specifies
another owner.
- Share pending questions, decision receipts, exact review targets, and
history across tasks, chat, and Needs You.
- Preserve task access, assignment authorization, revision binding, and
required output review gates.
- Add compact document links, relative timestamps, composer controls,
and reduced-motion support for task and decision transitions.
- Add component stories, regression coverage, and capability-map
documentation.

## Verification

- Final head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`, based on
master `8bc051245f77a47bee0f8ba45896b8bfa5922e0a`. Verified October 29,
2026 at 00:10 UTC: **MERGEABLE, 56 checks passed, four conditional
skips, no pending or failed checks**. [Current CI
run](https://github.com/paperclipai/paperclip/actions/runs/40790639688)
passed without a rerun on this head.
- Fresh Greptile **5/5**, zero new comments and zero open review
threads; Superagent passed with no suspicious changes.
[Checks](https://github.com/paperclipai/paperclip/pull/17983/checks).
- Local workspace typecheck/build passed after the latest rebase. The
final account-read patch passed UI typecheck/build and all 12 related
preference/settings tests, including a delayed real-client request
across account changes. Earlier scoped checks cover review
deduplication/replay, decision deep links, cross-surface state, access
boundaries, and migration replay.
- Local database/browser rechecks after the latest rebase were limited
by exhausted macOS shared-memory IDs: `initdb` failed before database
creation. The local run passed 31 UI/snapshot tests and skipped 24
database tests; those skips and the blocked local browser start are not
claimed as passes. The independent Linux CI database and browser checks
passed. No running dev database or host setting was changed.
- Upstream migration 0403 is preserved. Preferences and durable review
retry aliases are generated as replay-safe migrations
`0404_tense_silver_sable.sql` and `0405_harsh_avengers.sql`; five newest
snapshots are retained. Every detected conflict was rebased and pushed
before waiting for CI/review, as requested.
- The PR is unmerged. The active master ruleset still requires
code-owner approval for the changed Paperclip skill; no approval or rule
change was performed.

<details>
<summary>Earlier verification failures, integration history, and
evidence</summary>

These entries preserve prior checkpoints and failures; the current
acceptance result is above.

- Focused UI and server checks from the isolated build are recorded in
the implementation plan.
- Browser checks covered the opt-in shell, navigation, task/document
links, and decision card states. No new live provider trial is claimed
for this handoff.
- Current acceptance head: `4b839aae1e314bd7e8635a766f1d205ff1c03ba6`,
rebased onto master `8bc051245` immediately after its GitHub
review-repair migration took 0403. Preferences are generated as
idempotent `0404_tense_silver_sable.sql`, preserving upstream
SQL/journal/snapshot history and five newest snapshots. GitHub reports
MERGEABLE after the immediate lease-protected push. Scott's updated
instruction is to rebase and push every conflict resolution first,
without waiting for CI or Greptile; verification follows the push.
- The final reviewed feature tree was consolidated for repeatable
single-commit rebases. The complete previous commit history remains
reachable through local recovery ref
`codex/coordinator-recovery-before-rebase-20261028` (resolved snapshot
`0e1bbdf4e`). The actual rebase completed, and its tree hash exactly
matches that resolved snapshot. The force-with-lease required the known
remote head `0e6ef7c44`, protecting against concurrent branch changes.
No PR merge or permission/runner setting change occurred. Fresh
CI/review are in progress for the current head.
- `2001132fa` received Greptile 5/5 with one nonblocking account-switch
read finding. Current head detaches path-coalesced preference GETs and
disables HTTP caching, retaining React Query's account-scoped sharing. A
delayed real-client GET regression proves account B can load its saved
choice before account A responds, and A's late response only updates A's
cache. Preference/settings tests 12/12 and UI typecheck passed; its
review thread is resolved. Fresh current-head CI/reviews are pending.
The prior CI chat shard 3 ended with “The operation was canceled” and no
assertion failure ([job
123171595631](https://github.com/paperclipai/paperclip/actions/runs/40789688333/job/123171595631),
`/tmp/pr17983-2001132-chat3.log`); no code/timeout change is attributed
to that cancellation.
- `843e823b4` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass. All browser tests including the repaired YAML shard
passed, and 54 checks passed. General server shard 9 ended with “The
operation was canceled” and no failed assertion; its test step was
marked cancelled (job
[123164350893](https://github.com/paperclipai/paperclip/actions/runs/40787501761/job/123164350893),
log `/tmp/pr17983-843e-server9.log`). A single unchanged-head rerun was
started after the workflow completed, but master moved while it ran. A
local nested-clone check timed out in its 30-second database-startup
hook and then failed cleanup before the 20 database cases ran; this is
retained as a local verification limit
(`/tmp/pr17983-843e-nested-clone-check.log`), not claimed as a pass or
proof of the CI cancellation cause.
- Following Scott's instruction, the new conflict was rebased and pushed
immediately without waiting for that rerun. Upstream's
`0403_natural_cerise.sql` is preserved; regenerated preferences and
retry-alias migrations are `0404_tense_silver_sable.sql` and
`0405_harsh_avengers.sql`, replay-safe with five newest snapshots
retained. The YAML helper conflict combines upstream's click and header
behavior with the editor-selection guard and injected regression.
Recovery ref `codex/coordinator-recovery-843e823b4` preserves pre-rebase
work. Current head is MERGEABLE. Full workspace typecheck/build passed;
UI and snapshot checks passed 31 tests, but 24 database tests were
skipped by the local support probe, and the local browser server could
not initialize PostgreSQL. A direct disposable `initdb` diagnostic
established the host limitation: `could not create shared memory
segment: No space left on device` (`shmget`, shared-memory IDs
exhausted, not disk space). No dev database or host setting was changed.
Diagnostics: `/tmp/pr17983-2001132-initdb-probe.log`,
`/tmp/pr17983-2001132-db-probe.log`; checks:
`/tmp/pr17983-2001132-tests.log`, `/tmp/pr17983-2001132-browser.log`,
`/tmp/pr17983-2001132-types.log`, `/tmp/pr17983-2001132-build.log`.
These local skipped/blocked checks are not claimed as passes; fresh CI
on independent runners is in progress.
- `d18f683cd` reached fresh Greptile 5/5 with zero comments/open threads
and Superagent pass, but [E2E shard
7](https://github.com/paperclipai/paperclip/actions/runs/40785966243/job/123159719925)
failed parsing an Advanced YAML clipboard read beginning with “Skip to
Main Content.” The log is retained at `/tmp/pr17983-d18f-e2e7.log`.
Current head hardens the test helper to verify editor focus and
selection, clear stale clipboard content, and require the YAML header at
the start of a fresh copy before parsing. Saved-state assertions and
timeouts are unchanged. All six Advanced YAML browser journeys passed on
a disposable local instance (41.0s); the exact lost-response journey
also passed with a one-time injected surrounding-page copy, verifying
rejection/reacquisition (17.6s). The precise browser focus/clipboard
timing in CI remains unproven; the observed invalid-read path is now
guarded and deterministically exercised. Logs:
`/tmp/pr17983-yaml-clipboard-scope-browser.log`,
`/tmp/pr17983-yaml-clipboard-injected-browser.log`. Fresh current-head
CI and reviews are pending.
- `19e6dcb0b` passed Superagent and Greptile 5/5, with one nonblocking
deep-link finding. Current head preserves attention links using
`?decisionId=`: the requested pending decision is rendered even beyond
the first 40 cards, focused and scrolled into view, then only that
parameter is consumed so later refreshes do not refocus. Other URL
parameters remain. Needs You tests 10/10 and UI typecheck passed; its
review thread is resolved. The preceding post-rebase regression run
passed 45/45 tests. Fresh current-head CI/reviews are pending.
- `6d772b7cc` reached Greptile 5/5 with zero comments/open threads and
Superagent pass. While 32 checks had passed, master moved and caused a
documentation conflict in `maps/feature-map/onboarding.md`. Rebased
immediately, preserving both onboarding paragraphs. The complete
four-commit branch was pushed as `19e6dcb0b` before waiting on
CI/review, per Scott's instruction. A transient Git index lock
interrupted the first continue; the command sequence briefly pushed
intermediate `34e298c07`, then the completed rebase was immediately
pushed. All feature and security/retry fixes are present; local recovery
ref `codex/coordinator-recovery-6d772b7cc` preserves the pre-rebase
history. The only tree differences from that ref are upstream's two
smoke-test files and the combined documentation paragraph. GitHub
reports MERGEABLE. Fresh current-head verification is in progress;
prior-head review results are not current acceptance.
- `21efa3120` passed Superagent but Greptile scored 4/5 for a valid
retry-key persistence bug: an acknowledged duplicate key could reopen a
resolved review. Current head adds an additive, replay-safe
`0404_light_swarm.sql` migration for indexed, task-scoped aliases from
acknowledged retry keys to the canonical interaction. Alias registration
and retry lookup occur under the existing task lock; payload/actor
mismatch still conflicts, and each canonical review permits at most 100
aliases. Original and acknowledged keys replay the terminal result
rather than creating a new gate. Five newest migration snapshots are
retained. Service/routes tests 165/165 passed; final quality review plus
migration replay/snapshot checks 25/25 passed; server typecheck passed.
The P1 thread is resolved in code; fresh current-head reviews and CI are
pending.
- `69c2c7543` passed 55 checks and Greptile 5/5 with no open Greptile
findings, but Superagent check
[123140675812](https://github.com/paperclipai/paperclip/pull/17983/checks?check_run_id=123140675812)
correctly flagged unbounded pending quality-card creation. Current head
fixes that under the existing task-row lock: equivalent requests with
fresh idempotency keys reuse the pending card; conflicting requests for
an unresolved deliverable return the existing interaction ID; pending
cards are capped at ten per task across all reviewers. Distinct outputs
remain independent, and already-answered items in a partially pending
batch can receive a fresh review. Added real-database concurrency,
cross-card duplicate, partial-answer, and hard-cap regressions. Quality
review 22/22 tests and final server typecheck passed; earlier
service/routes 163/163 tests passed before the final partial-answer
refinement. One added assertion initially expected a service HTTP error,
but duplicate keys are rejected earlier by the existing shared schema;
the assertion now verifies that validation. Fresh current-head
CI/reviews are pending; the action-required security result is not
treated as passed.
- `c9c575e5f` completed all 56 checks successfully with four conditional
skips, Greptile 5/5, and Superagent pass. Its two P2 review findings are
fixed in the current head: independently bound quality approvals now
each remain visible in attention; changing/clearing URL-backed
assignee/status filters updates the URL and survives task navigation.
Both review threads are resolved. Regression evidence: attention service
34/34 tests passed, CoordinatorTasks 20/20 passed, UI and server
typechecks and the full workspace build passed on `69c2c7543`. The first
new UI test run caught an assertion racing React Router's transition;
waiting for the navigation before asserting passes without weakening the
navigation/remount checks. These older-head green checks are not claimed
for the new fix commit.
- Preceding `0e6ef7c44` completed all 56 checks successfully with four
conditional skips, fresh Greptile 5/5 and no open findings, and passed
Superagent. A fifth migration-metadata collision arrived before the
final Runner job finished. Those green results are preserved as
prior-head evidence, not current acceptance.
- Previous fully verified migration head:
`0e6ef7c44696a377f35e69521b93587576374bd0`, integrating master
`f8226b051` after the fourth migration-number collision. Master added
terminal GitHub-response migration 0401 while the final native check
ran; upstream 0401 SQL/journal/snapshot is preserved unchanged, and
preferences are generated as idempotent `0402_yielding_blink.sql` on
top. Exactly the five newest snapshots remain. GitHub reports MERGEABLE
after the push. All 1,155 relevant
migration/review/interaction/native-execution/remote-assets tests,
workspace typecheck/build, migration guards and whitespace checks pass.
Fresh exact-head CI/Greptile/Superagent are pending.
- Immediately preceding head `36c67cf03` completed all 56 checks
successfully with four conditional skips, fresh Greptile 5/5 and no open
findings, plus passed Superagent security. No retry was needed for that
head's CI. Master advanced and introduced only a migration-metadata
conflict while its final native check ran, so that green result does not
establish acceptance of the current integration. Four consecutive
collisions (0398, 0399, 0400, 0401) during verification are retained as
concrete integration churn; a brief pause of competing migration merges
was requested, without assuming it happened or changing any repo
setting. The PR has not been merged.
- Prior fully verified head: `36c67cf03`, on the clean `30059c0ed`
integration of master `efd65c112`. The last Greptile P2 is fixed: Needs
attention retains the participant-agent scope through authoritative
server membership queries for each pending task, including historical
participation when another agent currently owns the task. It does not
approximate participation with current assignment or enumerate every
company task. The actual view-switch regression and all 31 focused
task/routing/collection tests, UI typecheck/build, token gates and
whitespace checks pass. Greptile completed a fresh 5/5 review on this
exact head (review 19) with zero new comments and no open review
threads. CI and Superagent remain in progress; no current-head CI
failure has been reported.
- Head `30059c0ed` received Greptile 5/5 with that one nonblocking
participant finding, now fixed. Superagent passed that head.
Current-base integration restored the ephemeral RunsOn fleet after a
superseded workflow retained queued aggregate jobs: normal cancellation
was insufficient; the single force-cancel request was interrupted but
readback confirmed that obsolete run cancelled and current CI began on
the trusted fleet. No cancellation retry or runner/security/workflow
changes were made. Its partial CI was superseded by the necessary
participant fix and is not current acceptance.
- Previous compatibility/base-sync head:
`30059c0ededc0eab4e04e8299a884f36db8b292f`, integrating master
`efd65c112` and the Inbox/workspace compatibility fixes. GitHub reports
MERGEABLE after the push. Coordinator keeps Inbox standalone under More
without rewriting the instance's Combined Inbox preference; opting out
restores that preference. Saved merged-Inbox URLs resolve to their
original owner, task status presets remain usable, and canonical
repeated `workspace` parameters retain scoped, deduplicated pagination
(including Needs attention). All 192 broader
routing/Inbox/sidebar/privacy/review tests and the final 16 task-page
tests pass, as do workspace typecheck/build, token gates and whitespace
checks. The two review threads are resolved. Fresh exact-head CI,
Greptile and Superagent results are pending.
- The preceding `d5b9be5bd` remained mergeable but its CI routing gate
intentionally fell back to GitHub-hosted runners: “stacked base merge
commit does not contain the current base branch.” All 45 downstream jobs
stayed queued. Current master was merged cleanly to refresh the pinned
base; no runner/security settings or workflow logic were changed.
Greptile scored that preceding head 4/5 with the two compatibility
findings fixed here. Its automatic Superagent scan was inconclusive at
checkout; the documented retry was still pending when superseded. Those
results do not establish acceptance of this current head.
- Previous approval/migration head:
`d5b9be5bd3b8d6b0437e42bf48138377f34fa67d`, integrating master
`ba5bba86d` and the stale-output approval correction. GitHub reports
MERGEABLE after the push. The fresh P1 finding is fixed: every submitted
item now validates and locks its bound output inside the resolution
transaction, whether or not it carries a required-quality-review
binding. Real database regressions verify that an advanced document
revision or deleted attachment refuses the entire batch without
recording approvals, and current ordinary output reviews still resolve.
All 272 combined migration/review/interaction tests pass; workspace
typecheck/build passed. Fresh exact-head Greptile and CI are pending.
The automatic Superagent scan ended inconclusive at checkout; one
documented on-demand retry is pending. These are explicit verification
limits, not passed security results. The P1 thread is resolved.
- Master consumed the next migration slot three times during this
verification pass: confirmation recovery took 0398, continuation
recovery took 0399, and GitHub acknowledgement recovery took 0400. Each
upstream SQL/journal/snapshot is preserved unchanged. Preferences are
now generated as idempotent `0401_white_lenny_balinger.sql` from
upstream 0400; exactly five snapshots remain, and replay coverage
locates this migration by table content. This is recorded concurrent
integration churn, not a claim that older green results apply to the
latest base.
- Head `ed3b68da9` fixed the two history/URL findings with 26 focused
regression tests, server/UI typechecks, workspace build and token gates
passing. Greptile then scored that head 4/5 with the stale-output P1
corrected in the current head. Its partial CI is superseded, not counted
as current acceptance.
- Previous filter-fix head: `ed3b68da9`, based on the `8458d39d9` merge
of master `063cfd438`. The two fresh Greptile findings are fixed:
history outcome filters now match recorded per-item verdicts in SQL
before pagination (mixed reviews remain in both applicable outcomes),
and same-page URL assignee changes/back/forward navigation update that
filter without clearing independent filters. All 26 focused
database/navigation/collection tests, server/UI typechecks, workspace
build, token gates and whitespace checks pass. The two review threads
are resolved. Fresh exact-head CI, Greptile and Superagent results are
pending.
- The `8458d39d9` migration integration also passed all 328 targeted
migration/interaction/confirmation tests, workspace typecheck/build and
Superagent security scan. Greptile scored that head 4/5 with the two
functional gaps fixed in the current head; those prior-head checks are
not current acceptance.
- Migration integration head:
`8458d39d9721f4cb312c2390070a0609f8cddd1a`, integrating master
`063cfd43813cabf18417605fb9eefb9aacf95c8d`. GitHub reports MERGEABLE
after the push. Master advanced twice during this conflict-resolution
pass: first its confirmation-recovery migration took 0398, then its
continuation-recovery migration took 0399. Both upstream migrations and
journal entries remain unchanged; Coordinator preferences are now
generated as idempotent `0400_sad_guardian.sql` from upstream's latest
snapshot. Exactly the five newest snapshots remain. The replay
regression now locates the table migration by content instead of
hardcoding a renumbered filename.
- All 328 targeted question/review/confirmation/migration tests passed
again after the second merge. Workspace typecheck/build and fresh
exact-head CI/reviews are in progress. The preceding `0c46f46d6` passed
workspace typecheck/build and Superagent security scan, but was
superseded because master consumed migration 0399 while those checks
ran. That prior-head result is not acceptance of the current head. No
production settings or runner/security permissions were changed, and the
PR has not been merged.
- Previous integration head: `0c46f46d6f2b23417ab872ce3cb6ff2673647287`,
integrating master `287b04d72f1b9fca1412e05435c75b8302ba0710`. GitHub
reports MERGEABLE after the push. The renewed conflicts were
`0398_snapshot.json`, `_journal.json`, and the top imports in
`issue-thread-interactions.ts`. Upstream's `0398` confirmation-recovery
index and journal history are preserved unchanged; Coordinator
preferences were regenerated as idempotent `0399_bouncy_miek.sql`, with
replay coverage updated and exactly the five newest snapshots retained.
Both terminal confirmation notifications and Coordinator task
assignment/required review behavior are preserved.
- All 328 targeted interaction/review/confirmation/migration tests pass,
as do workspace typecheck, map validation and whitespace checks. The
workspace build and fresh exact-head CI/Greptile/Superagent checks are
pending. The first migration-generation attempt hit the sandbox's local
IPC restriction before generating files; the unchanged authorized local
generation completed successfully. Prior-head green checks below do not
establish acceptance of this merge.
- Previous acceptance head: `8b7dcf739ed15afc51351fdfa0e0e5fbc75ab788`,
with master `1aa3a21ac` integrated and GitHub reporting MERGEABLE.
Greptile completed a fresh 5/5 review on this exact head with zero new
actionable findings and no open review threads. The [fresh CI
workflow](https://github.com/paperclipai/paperclip/actions/runs/40752864319)
completed SUCCESS on attempt 2 at 19:40:08 UTC, including all eight E2E
shards. Final completed check set: 55 succeeded, four conditional checks
skipped, zero pending/queued/running checks, and one
neutral/inconclusive Superagent scan. The auxiliary commitperclip review
and isolated native Runner compilation/cache-reuse check both passed.
This is not a claim that Superagent produced a passed security verdict.
GitHub still reports MERGEABLE against current master
`60b8089a44b4eaa37e627adbfdf2f130bda13335`.
- Current-head E2E: all eight shards and the aggregate passed, including
the previously failing YAML browser journey. Serialized server shard 9/9
failed: the protected YAML projection test exceeded its original
15-second timeout; its late update request then reached the next test's
reset mock (the captured payload is the prior test's model/label
update). All 88 tests in that exact unchanged file passed locally in
38.03 seconds, with no timeout or assertion changes. The original
slow-request cause remains unproven. CI failure log:
`/tmp/pr17983-8b7-serialized9.log`; local recovery:
`/tmp/pr17983-adapter-yaml-repro.log`. The single bounded unchanged
shard rerun passed, and the workflow completed SUCCESS. Rerun log:
`/tmp/pr17983-8b7-serialized9-rerun.log`. The initial failure is
retained; a passing retry does not establish its original slow-request
cause.
- Greptile scored preceding head `4873704be` 5/5 with one valid P2:
opened task decision records missed company-scoped live invalidation.
The current head uses the existing company decision prefix for
resolution and effect-completion events, and resets private record
payloads on access changes. Its thread is resolved. All 107 focused
record/live-update tests, UI typecheck/build, token checks and
whitespace checks pass.
- CI on `4873704be` failed E2E shard 7/8 in the Advanced YAML
lost-creation-response journey: its clipboard helper selected page text
starting with “Skip to Main Content” instead of YAML. The exact
unchanged journey passed in a disposable local browser instance (1 test,
17.1 seconds). No assertion, timeout or production behavior was
weakened; the original failure cause remains unproven. Failure log:
`/tmp/pr17983-487-e2e7.log`; local check:
`/tmp/pr17983-agent-yaml-repro.log`. The full unchanged Advanced YAML
browser suite also passed locally (6 tests, 37.8 seconds). Fresh
current-head CI subsequently passed this journey and all other E2E
shards.
- Both the automatic and one supported on-demand Superagent scan on
`4873704be` ended neutral/inconclusive: “Pinned PR scan merge-base
checkout failed or timed out.” These do not count as a passed security
verdict. The current head's automatic scan and one documented on-demand
retry also returned the identical neutral checkout failure, with zero
annotations or further diagnostics. This is an external scanner blocker,
not a passed security verdict. No security settings or permissions were
changed.
- Recorded decision links now render and focus the full source-task
record in both Classic and Coordinator, including recorded choice,
submitted inputs, and the existing effect-result resolver. Fresh
terminal records take precedence over older open-decision cache entries.
Context and account checks keep mismatched or inaccessible records out
of the DOM; no decision-history tab was added to tasks or chat. The
shared company live-run feed now drives live-only filtering, including
ended runs and terminal tasks with stale run entries. All 213 focused
tests, UI typecheck/build, token and whitespace checks pass; the final
focus follow-up passed all 188 task-detail tests and UI typecheck. The
first new navigation test failed because its test host omitted company
context; the host was corrected before the passing run.
- Previous integration head: `375c5e89516705050d94bab99336212841b2e6e1`
merges master `1aa3a21ac` after four additional upstream commits. The
sole conflict was competing imports in `server/src/services/issues.ts`;
both quality-review policy and inbound wake-notice notifications are
preserved. The PR-specific review import now sits beside
execution-policy imports instead of the frequently changing first line.
GitHub mergeability is rechecked after the push.
- On the combined master tree, workspace typecheck/build, all 153
affected UI tests, map validation, and whitespace checks pass. Four
server suites passed 77 tests; the fifth suite's module-import hook
timed out while broad verification was running. Its unchanged isolated
run passed all 41 tests in 7.2 seconds with the original timeout. This
records recovery without claiming the original import-timeout cause is
proven. CI on `375c5e895` passed every substantive job, including all
eight E2E shards and Superagent; Greptile found the two functional gaps
fixed in the current head. A short-lived `669d90876` commit added the
main fixes before the focused navigation follow-up.
- Immediately preceding head `9d9737b49` completed all 56 checks
successfully with four conditional skips, Greptile 5/5 and no open
findings, plus a successful Superagent scan. The signoff E2E shard
passed on its single accepted rerun; its initial cancellation/timing
failure is retained below. Master moved again while those checks ran,
requiring this final integration rather than treating the prior head's
green result as current acceptance.
- Previous head `9d9737b496911a6054d0ea22d1b42b28b115e9ab` includes
master `d30c8f42b842327ee1c18c41a2efd6ba623da5cd`; that head was
subsequently conflicted by moving master. The master merge preserved
durable account-bound writes and Coordinator UX. Workspace
typecheck/build, 416 focused UI tests, and 142 affected comment-route
tests passed. A stable full UI run on preceding head `938ad1665` passed
all 9,833 tests across 836 files; its final full workspace build also
passed.
- Greptile found nested proposal project inheritance and Classic
bound-revision links on `91be74952`. Both were fixed with 142
interaction-route tests, 113 focused UI tests, and UI/server typechecks.
Its next review identified a valid draft-preservation bug in the new
Classic loading UI. Head `9d9737b49` keeps loading/error notices outside
editors and annotations while preserving dirty drafts; 115 focused
review UI tests pass, including pending/failed revision loads and
continued draft editing. All related threads are resolved. Greptile
completed a fresh 5/5 review of
`9d9737b496911a6054d0ea22d1b42b28b115e9ab` with no open findings.
- CI on `938ad1665` exposed an integration regression with the newly
merged durable startup saves: the personal preference gate blocked the
task page before its first session lookup. The guarded title editor now
mounts while that lookup is pending, with presentation-specific tools
still gated. All 216 affected component tests pass. The unchanged
five-test `disconnect-write-recovery.spec.ts` browser suite passes
against a newly launched disposable local-trusted PostgreSQL instance on
port 33219, including the exact failed startup-save journey. No live
provider, hosted authentication or production proof is claimed. The
helper-owned test server exited and the port has no listener. UI
typecheck, built-browser assets, token and whitespace checks pass.
- Initial durable-write merge tests found duplicate imports and unscoped
draft fixtures, fixed before 416 focused tests passed. A sandbox
typecheck could not create its IPC socket; the supported rerun passed.
The first revision-link test used a wrong Return to latest button
assertion, corrected before the 113-test pass. The startup E2E
reproduction initially still failed because an outer shell gate also
blocked the page; the subsequent fix passed all five cases without
changing the test or its timeouts. A focused loading-header assertion
initially used an incorrect fixture title; correcting it preceded the
216-test pass. These failures remain recorded.
- Earlier routing gates fell back to GitHub-hosted runners while master
was moving or conflicted. Superseded queued runs were cancelled, then
the `938ad1665` routing gate explicitly selected the ephemeral RunsOn
fleet. Its CI actively executed and completed most tests; only the
diagnosed startup E2E shard and aggregate failed, alongside the valid
Greptile finding. Auxiliary GitHub-hosted workflows also completed
successfully on earlier heads, so queueing alone is not an
administrative blocker. Fresh [CI on
`9d9737b49`](https://github.com/paperclipai/paperclip/actions/runs/40744012678)
is the acceptance target; the previously failing startup E2E shard now
passes. A different signoff E2E shard failed during executor
resubmission when its fixture run was cancelled as
`issue_continuation_waiting_on_review`. The exact unchanged journey
passed locally (1 test, 46 seconds), and the preceding head with
identical server/signoff code passed that CI shard. This supports a
bounded rerun but does not establish the timing failure's root cause.
After the workflow finished, GitHub accepted one rerun of that failed
shard and its dependent aggregate; both passed, completing all checks on
that head. The failure log is retained at `/tmp/pr17983-9d9737-e2e7.log`
and the local reproduction at `/tmp/pr17983-signoff-repro.log`. No
assertion or timeout was weakened.
- On the first merge, full workspace typecheck/build, all 9,622 UI
tests, 267 tests across seven affected server suites, two migration
checks, map validation, token gates, and the PR diff whitespace check
passed. Greptile then found duplicate local task-search filtering and
lost completed item-review detail. Both are fixed, with 42 passing
focused UI tests and passing UI typecheck/build.
- A subsequent Greptile review found attachment confirmations without
working links and mobile history without a visible host. Confirmation
layouts now derive the authenticated immutable-content endpoint from the
attachment ID, and Needs You uses the existing full-screen mobile sheet.
All 119 focused tests pass, including missing/stale display URLs, both
review layouts, and both mobile history entry buttons. UI
typecheck/build and token checks pass. Full workspace typecheck/build
also pass after the second master merge.
- Greptile gave head 22f69c304 a 5/5 score with one non-blocking
desktop-history reopening finding. Head 6dd52b6d3 fixed it, passed all
nine history tests, UI typecheck/build, token gates, and the full
9,679-test UI suite, then received a fresh 5/5 review with zero open
findings. These are prior-head results; review on the master-sync commit
is pending.
- The chat and workspace CI jobs on head 22f69c304 were interrupted by
runner shutdown signals and cancellation before completing their tests.
Their logs do not report failing assertions. Those interrupted jobs are
not claimed as passes. The new head starts fresh runs.
- The first merge CI had a Slack session-sync idle assertion fail after
an unexpected database read. Its exact isolated reproduction passes, and
the chat CI shard passed on head 618c5a2a3. The original failure's cause
remains undetermined. The broader local reproduction, run concurrently
with full verification, instead encountered 21 timeout failures across
its two test chunks; it is not claimed as a passing full local server
run. A concurrent local UI run had eight failures (seven timeouts and
one delayed autosave assertion). The complete UI run on the final head
passed all 9,679 tests across 830 files with two workers; no test
timeout or assertion was weakened. This establishes recovery without
claiming that every earlier timeout's cause has been proved. An earlier
intermediate UI run also overlapped the second master merge and failed
the newly added Advanced-sidebar expectation, so it is not treated as
stable-tree evidence. The newly merged UI dependencies initially
required refreshing the local install from the upstream package
manifest; the generated local lockfile update is not committed, per
repository policy.
- Superagent returned neutral/inconclusive scans on the preceding heads
because its pinned merge-base checkout failed or timed out. The
available retry endpoint returned 404. These are not successful security
verdicts. The fresh scan on `91be74952` passed (PR scan passed; no
suspicious PR changes detected). The `938ad1665` scan again returned
neutral/inconclusive with the same pinned merge-base checkout error; the
check-suite rerun endpoint returned 404. The fresh `9d9737b49` scan
completed successfully at 18:22 UTC with no suspicious changes detected.
Earlier neutral scans are not counted as successful security verdicts.
- Prior head `57902152ac3218096fca669d33ff18400a2a86ae` passed 9,618 UI
tests across 826 files, received Greptile 5/5 with no open findings, and
completed CI with 56 passes and four conditional skips. These are
historical results, not acceptance of the latest merge commit.
- The first full build found generated capability-contract drift. The
generated outputs were refreshed. Initial sandbox runs could not open
local IPC sockets; verification was rerun with local test access.
- Current master was merged. The workspace preference migration was
regenerated after the existing migration history.
- The UI run first found two outdated expectations: early custom-answer
validation and the document access error copy. Both were corrected, and
the full UI suite then passed.
- The local server run found three failures in unchanged tests. The Muse
test passes with Python 3.13 instead of the host's Python 3.9. The two
workspace tests pass when their test process uses the expected master
default branch. These environment settings do not change application
behavior or global machine settings. The unsharded server run was
stopped after those reproductions; CI supplies the full sharded server
result. No successful full local server run is claimed.
- Skill inventory generation needs an external eval checkout, which is
absent locally. The existing generator functions refreshed only the live
skill inventory and its derived files. The checked-in eval inventory was
preserved. The inventory validation gate passes.
- Greptile found a dropped MCP review requirement, missing per-item
output links, generic item-review summaries, and a history-refresh
failure. The fixes have 32 passing database-backed server tests and
focused rendered-card tests. A follow-up partial-review finding was
corrected by forwarding the canonical mutation status before settling
the card. Attachments open through the authenticated immutable-content
route in both card layouts. The final focused UI set has 117 passing
tests, including these regressions.
- Both browser shards that first failed expected a disabled-chat
message. The copy was restored, and those shards passed in CI on the
next commit. The two journeys also passed locally. One local attempt
first timed out before feature disable while waiting for the provider's
initial message; its isolated reproduction passed. That earlier timing
failure remains recorded and is not presented as an explained
infrastructure failure.
- Serialized server shard 9 first failed during pnpm setup with
ECONNRESET, before dependencies or tests ran. Its single rerun passed
setup and all tests. The build and production runtime boot passed on the
first attempt, but that run's public-install step timed out during Pi
setup. The single build-job rerun passed compilation, runtime boot, and
clean public-install verification. Those setup scripts are unchanged by
this PR. The successful retry establishes recovery; the earlier Pi
timeout's underlying cause remains undetermined. The aggregate CI gate
is green: [workflow
run](https://github.com/paperclipai/paperclip/actions/runs/40637789695).

</details>

## Risks

- This touches shared task, interaction, and completion paths.
Regression tests must cover classic and experimental behavior,
authorization, duplicate answers, and stale review targets.
- The additive preference table must migrate before the setting is used.
The setting defaults off.
- The experiment changes navigation and message presentation. Canonical
task and document records remain the source of truth.
- The initial task brief and saved plan can repeat information. This
change fixes chronology; a broader redundancy policy remains a design
decision.

## Model Used

OpenAI GPT-6 Codex with reasoning and tool-assisted code editing, tests,
and browser verification. Earlier iterations used Codex models in this
task; their exact model IDs are not available in the current context.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used
- [x] I have checked ROADMAP.md
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change
- [x] I have run relevant tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open recommendations or follow-ups
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 17:20:01 -07:00
DottaandPaperclip 21137db805 fix: make Check now work for retained monitors on blocked tasks (#18061)
## Thinking Path

> - Paperclip lets people manage agents and inspect their work.
> - Task monitors schedule checks of work that is still pending.
> - A task can retain a monitor after it becomes blocked.
> - The UI still offered Check now, but the server rejected the task
status.
> - The UI also claimed that an automatic check would run on the next
tick.
> - This change admits an explicit human check through the normal
execution gates and shows that automatic checks are paused.
> - People can request the check without changing task status, and
skipped checks no longer report success.

## Linked Issues or Issue Description

**What happened?**

A blocked task with a retained monitor showed Check now and an overdue
countdown. Clicking the button failed because manual checks required an
in-progress or in-review task. The endpoint also returned success when
admission skipped a check.

**Expected behavior**

A human can request one check through normal admission. Automatic checks
stay paused while the task is blocked. A check that cannot start reports
a conflict.

**Steps to reproduce**

1. Schedule a monitor on an agent-owned task.
2. Let the task become blocked while it retains the schedule.
3. Open the task and click Check now.

Related: #14909 addresses scheduled-retry promotion. This PR addresses
retained task monitors.

**Paperclip version or commit**

Base: 7f10cc0585.

## What Changed

- Allow a human to check a retained monitor on a blocked task. Keep
agent and automatic checks limited to active task statuses.
- Keep the existing admission path and status guard. Do not change task
status to start a check.
- Return 409 when admission skips the check. Preserve the schedule when
a dependency or recovery hold prevents dispatch. Keep a successful
result when a new schedule replaces the consumed schedule after
admission.
- Show Automatic checks paused in the banner, composer strip and
properties. Hide Check now on backlog and todo tasks. Provider-quota
recovery stays paused on blocked tasks because it uses a direct retry
path; its monitor is retained until the task resumes.
- Add database, process, route and UI regression coverage, a Storybook
state, API metadata, and behavior documentation.

## Verification

- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- Server scheduling, process admission and route suites: 94 tests
passed.
- UI monitor, properties and time-formatting suites: 142 tests passed.
- Additional admission checks passed: an explicit check starts a process
on a blocked task; an unresolved dependency prevents dispatch and
preserves the monitor.
- Token gates, map checks, Storybook catalog checks and 30 map/catalog
tests passed.
- The full local `pnpm test:run` attempt reported 1 timeout among 1,621
chat integration tests: “keeps an ambiguous github text part blocked
across restart and retries only that part and its tail” exceeded 15
seconds. The exact case passed in isolation on the final head (1 passed,
1,620 skipped). The remaining full-run groups were stopped to isolate
that failure. This does not establish a full local pass or explain the
initial timeout. Final-head CI is green, including the full chat lanes
and the successful single server-shard retry.
- Browser inspection passed for the blocked-task banner, composer strip
and properties row. Clicking Check now set both visible buttons to
disabled Checking state. The preview uses isolated fixtures.
- CI server shard 7/12 failed one decision-expiry deadline assertion.
The entire unchanged decision-expiry suite passed locally on the final
head (20/20). The single retry of that shard passed after the first
workflow attempt completed. The initial failure remains recorded here.
Neither that test nor its production path changed before retry; the
cause is not established by a passing retry.
- Greptile reviewed final head ed936f7433
at 5/5. Both prior review threads are resolved.
- The first CI chat job stopped after its runner received a shutdown
signal. The final head completed a fresh CI run.
- The process fixture uses a local no-op adapter. It proves admission
and execution, not a live provider's response. The Storybook state
simulates dispatch.

## Risks

- An explicit human check can start work on a blocked task with no
unresolved execution gate. This is intentional. Dependencies, recovery,
native finalization, ownership, pause and budgets retain their existing
checks.
- Skipped manual checks now return 409 instead of 200. The UI already
displays API errors in context.
- No schema change or migration.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific served model ID or context-window size. Used repository tools,
code execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 13:01:11 -05:00
DottaandPaperclip 567c043b17 feat(server): expose bounded hot-upgrade readiness (#18037)
## Thinking Path

> - Paperclip coordinates agent work and keeps its authority in the
server.
> - Remote native runners can preserve execution through a server
replacement.
> - Deployment operators need evidence that current runs support that
recovery.
> - Process-local drain counters do not establish this fact.
> - This PR adds an optional, operator-only readiness observation from
existing records.
> - A deployment consumer can use that report while the existing runtime
retains recovery authority.

## Linked Issues or Issue Description

Refs #17439.

**What happened?**

A deployment cannot distinguish recoverable remote native executions
from runs that require a task drain. The existing status endpoint
reports only process-local counts.

**Expected behavior**

An instance operator can request a bounded readiness report without
stopping admission or exposing checkpoint material. Missing ownership or
persistence evidence must prevent readiness. Ordinary status reads must
keep their current cost.

**Steps to reproduce**

Run a remote native task. Read the task-drain status. It reports active
work but supplies no recovery eligibility. Deployment code therefore has
no affirmative signal to select an active-run handover.

## What Changed

- Add `GET /api/instance/task-drain?upgradeReadiness=1` for instance
administrators and existing Cloud control callers.
- Return aggregate eligibility from current run identities, controller
leases and bound opaque checkpoint headers. Unknown work, pending
admission and incomplete reads prevent a positive report.
- Bound the explicit read to 1,001 rows, encrypted headers of at most
256 KiB each and 8 MiB total, and a two-second SQL statement timeout in
a read-only transaction. Keep ordinary status reads in memory.
- Add PostgreSQL, count-transition and route authorization tests. Update
the API contract, operator docs and access maps.

## Verification

- All seven readiness cases pass against an isolated PostgreSQL 18
fixture. They cover missing checkpoints, legacy adapters, missing
process/session identities, foreign owners, expired leases, missing
lease tokens, failure state and in-flight work. The positive SQL fixture
uses the real Runner checkpoint writer and encryption. Regular sandbox
workspace identity and plugin environment-lease identity are tested with
independent IDs. Stopped/released/undispatched plugin tasks and every
mismatched identity field are rejected. Local/legacy/malformed/oversized
or mismatched headers are rejected. A held PostgreSQL table lock proves
the two-second cancellation budget, rollback/connection release and
unrelated query responsiveness.
- All 123 focused readiness, instance-settings and Cloud control
assertion tests pass, including operator-only access and no readiness
read on ordinary status requests. Runner’s 168 checkpoint tests pass.
Runner and server typechecks pass after review fixes.
- Workspace typecheck, full build, module-boundary and map checks passed
locally before the master rebase. Current-head GitHub CI is now green,
including typecheck, build, all grouped/serialized server and Runner
tests, browser shards, policy and review-dispatch checks. Greptile
completed cleanly at 5/5 for `f15fb0c7e9dfb975090cd5d791a1c8e6701275f8`;
all actionable threads are resolved.
- The broad local test run was stopped after the macOS embedded
PostgreSQL fixture failed to bootstrap. The SQL test was then run on the
isolated PostgreSQL fixture. No assertion or timeout was weakened. One
unrelated existing route test exceeded its 15-second limit under
concurrent local builds; it passed on one isolated retry and the
subsequent whole route suite passed.
- Hosted active-run upgrade acceptance has not run. This PR supplies an
observation; it does not change rollout policy or establish live
continuity by itself.

## Risks

This is an instance-wide observation, so company members and agent keys
must not receive it. A readiness snapshot can age as work changes;
shutdown and startup retain their existing execution authority and
fencing. The report does not validate a replacement artifact or
authorize a schema migration. It decrypts only bounded headers through
the checkpoint owner and delegates format/identity inspection to Runner;
full journal restoration and physical sandbox authentication remain with
recovery. No migration, recurring query, new checkpoint write or wire
protocol change is included. The additive Runner header inspection
contract reuses its existing parser.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, source inspection, tool
use and code execution. The host does not expose the exact serving model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:28:15 -05:00
DottaandPaperclip 143d20e466 fix(server): retain native Codex Plan write boundaries (#18034)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Codex task chat keeps a saved Plan inside the turn that wrote
it.
> - The compact conversation API omits ordinary tool history.
> - That omission also removes the write receipt needed to place the
Plan.
> - This pull request retains a small successful write receipt in
conversation reads.
> - The UI can then keep the saved Plan at its write boundary after
readback.

## Linked Issues or Issue Description

**What happened?**

A real native Codex Product E2E attempt saved its Plan and displayed it
inside a settled turn. The Plan used the fallback position. The
browser's final conversation-only API response contained no
`write_document` receipt. The full event snapshot retained the
successful write. The native placement assertion failed and remains
failed in the original report.

**Expected behavior**

Conversation readback must retain enough evidence to place the saved
Plan at its successful write boundary. It must keep arbitrary tool
bodies and ordinary tool history out of the compact response.

**Steps to reproduce**

1. Save a canonical Plan through a native `write_document` call.
2. Read the run with `view=conversation`.
3. Before this fix, the response omits the write receipt and the UI
places the Plan at the end-of-turn fallback.

Related eval evidence repair: Refs #18026. This is a separate product
readback fix. It does not resolve the failed human-input call or the
Claude tool-availability failure from those attempts.

## What Changed

- Include only successful canonical `plan` document results, matched to
a native `write_document` call in the same run, turn, session and source
instance. Ordinary document writes stay excluded.
- Build the small receipt inside PostgreSQL before its body crosses the
database connection. Preserve only fixed event metadata, tool identity,
the `plan` key and mutation disposition. Keep the existing payload
decoder for ordinary conversation events.
- Keep cursor paging, run scope, ordinary-tool exclusion, and full event
reads unchanged.
- Document the compact read contract in OpenAPI.
- Scope this fix to the canonical native dynamic-tool call/result pair
used by Codex. The retained Claude sample proves compatibility with that
captured shape. It does not qualify every current ACPX Claude producer.
Provider-activity-only paths and OpenCode keep the explicit fallback.

## Verification

- Real PostgreSQL red: the new boundary test fails because the first
selected event is assistant text rather than the saved write. The six
existing tests pass.
- Real PostgreSQL/API green: 36 tests pass across task cold-open and
OpenAPI routes on an isolated Linux current-master checkout.
- UI: 104 transcript tests pass, including completed native placement
from the body-free receipt.
- Review regression red: a later notes write incorrectly enters
conversation readback (one failure, six passes). After the fix, the
PostgreSQL/API suite passes all 36 tests.
- Fixed the new UI fixture's string-to-Date type mismatch found by
hosted CI. Original failed CI remains visible; fresh exact-head checks
are pending.
- Existing token/style gates pass.
- Retained native Codex and Claude fixture shapes both pass. Each
fixture includes the canonical item pair and parallel provider
`tool.execution.*` activity. All identifiers and document bodies in the
fixtures are synthetic. This captured-shape test is historical readback
compatibility, not fresh current-source Claude acceptance. The Codex
canonical pair is emitted by
`packages/paperclip-runner/src/drivers/codex/codex-session-server-requests.ts`
in the admitted dynamic-tool handler.
- Projection-collision regression red: a non-Plan result selected by
conversation identity was relabeled as a Plan. The SQL projection now
uses the same full Plan predicate as selection. The regression and both
native fixtures pass.
- The database test checks cursor paging, a Plan followed by notes,
failed/read/control-plane/unrelated-turn exclusion, schema and ID
bounds, omission of a large tool body, unchanged full-history reads, and
ordinary conversation payloads containing NUL.
- Local server typecheck fails on 80 installed workspace export
mismatches outside changed paths. No changed-path type error or local
full build pass is claimed. Clean hosted checks must pass before merge.
- Current-head hosted CI and legacy status pass. One failed-check retry
followed recorded runner shutdowns and an unrelated native-distribution
timeout; that test passed all 33 cases locally. Original failed logs
remain retained.
- Zero provider calls or paid attempt retries. Original failures and
accounting journals remain unchanged. This is not a new live
qualification result.

## Risks

- Conversation pages include matching Plan results within the existing
1,000-row page limit. The query adds a run-scoped match against
canonical tool calls and projects results inside SQL. PostgreSQL still
reads the stored JSON to select receipts; private bodies are not
transferred to the application. It adds no separate database round trip
or background work.
- Matching requires the existing canonical call/result identities.
Missing or malformed historical receipts keep the explicit fallback.
This fixes compact conversation readback; it does not redesign placement
in an unrelated full-history multi-document UI flow.
- This restores the existing UI write-boundary mechanism. It does not
change Plan acceptance, permissions, or completion rules.

## Model Used

- OpenAI Codex, GPT-6, with reasoning and code execution tools. The
exact serving variant and context window are not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-28 11:06:05 -05:00
DottaandPaperclip 13709b4c7a feat(connections): let agents configure connections within delegated authority (#17737)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections provide governed tools, chat channels, model accounts,
and gateways.
> - Several management routes require a human board actor even when an
agent has the required grant.
> - Default agents must configure these resources within the responsible
user's authority.
> - This pull request adds a shared authorization path to the existing
REST and native API surface.
> - Human authentication, execution approvals, and local host boundaries
remain enforced.
> - The benefit is that a standard agent can complete authorized setup
with a bounded human handoff.

## Linked Issues or Issue Description

**Subsystem affected**

Server authorization, connection services, shared contracts, native API
discovery, database schema.

**Problem or motivation**

Connection administration is available in the web app but often
unavailable to agents. Agent grants, responsible-user authority,
credential ownership, and actor attribution need separate checks.
Opening gateway-token creation also requires preserving the issuing
agent's delegated authority during token use.

**Proposed solution**

Use the existing authorization evaluator for every connection family.
Enforce current responsible-user authority, effective trust, grant
scope, resource visibility, and target-agent access. Keep existing agent
grants unchanged. Expose authorized configuration through default
`search_api` and `call_api`. Save human authentication steps and let
agents continue after completion.

**Roadmap alignment**

This change completes the API access path for the existing Connected
Apps, Personal & Shared AI Accounts, and governed MCP Gateway
capabilities in `ROADMAP.md`. It follows the maintainer's requested
design. Related work: #11899 enforces connection execution access and
creator/manager rules; this PR extends agent management across
connection families. It does not replace that execution-policy work.

## What Changed

- Add shared connection management context and mandatory
responsible-user, trust, scope, and target checks.
- Allow authorized agents to configure tool, chat/email, GitHub/Slack,
AI, profile, and gateway resources through existing routes.
- Preserve human credential ownership and record the actual agent,
responsible user, and run or key in audit data.
- Preserve saved browser authentication handoffs and callback session
checks.
- Bind agent-issued durable gateway tokens to their responsible user and
recheck delegated authority at use.
- Add explicit REST transport and management capability metadata,
built-in guidance, and sensitive-response handling.
- Intersect caller and endpoint-agent Slack test/invitation policies,
including independent and shared rates. Require the addressed human’s
current endpoint identity link before completing identity handoffs.
- Add production-authenticated integration scenarios. Companion #17739
contains the saved setup UI (including the required human
import/rotation step), product and permission documentation,
catalog/Vercel credential and callback ownership, and operation maps to
keep each review below 100 files. Both PRs must ship together; merge
this implementation first, then its companion.

## Verification

- Current implementation head:
`2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master
`ea727dc3c2`, 99 files. The latest follow-up fixes the two valid
findings from the preceding f9 review. Exact-head Greptile has completed
at5/5 with no findings and Superagent passed. Full exact-head Linux CI
workflow40446606056 completed SUCCESS; only the queued external
Paperclip Review remains pending; earlier Linux passes do not qualify
this successor.
- Latest preserved-stack verification passed **2,165 tests** in fresh
PostgreSQL: **70 actual-auth scenarios**, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases. **141 existing
gateway/policy acceptance tests** also passed. Workspace
typecheck/build, maps and token gates passed. The first workspace
typecheck was blocked by sandbox tsx IPC permissions; its authorized
rerun passed. This is focused local evidence; the full Linux CI matrix
is still required.
- Issuer/target gateway policy regressions were red before the fix. Both
decisions now intersect, including Block/Ask first/rates, same
credential identity and current token/user/agent authority after
approval. Invocations retain their token and actual requesting agent;
deleted tokens fail closed. Thirteen actual-auth cases cover revocation,
narrowed scope, approvals, shared rates and board compatibility.
Intermediate missing-token attribution, review-context and
implicit-session actor failures remain in the qualification record; all
final cases pass.
- Activity pagination now retains a bounded cursor across private-only
windows. The actual-JWT regression reaches three older readable events
after 27 private ones without exposing private details. A native
device-login regression was red for plaintext receipts; local check and
test-call results now use existing protected-response handling. The
passing actual-auth case proves encrypted persistence, exact replay,
redacted history and no response asset.

- Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in
the existing connection-intent continuation test: periodic recovery
queued a repair at 01:21:47, the scripted journey completed the task at
01:21:48, and the extra queued run was cancelled at 01:21:49 because the
task was terminal. The assertion selected that latest cancelled run.
GitHub refused the first attempt while the workflow was nonterminal.
After completion, the single evidence-supported failed-job rerun was
accepted as **attempt 2** on the same head (workflow 40431202466). The
failed shard and final E2E aggregate passed on attempt 2, and the
complete Linux workflow for that head is successful. The original
failure remains part of qualification. No additional unchanged-code
rerun will be used for this failure.

- Companion CI also has an unchanged login-cleanup idleness timeout,
retained in its qualification record. That same 16-case suite passed in
this parent Linux run and a fresh local database. Both preceding
workflows passed after their single failed-job reruns as attempt 2; the
original failures remain recorded. No additional unchanged-code rerun
was used.

- Migration `0380_broken_aqueduct.sql` was regenerated through the
repository workflow after master took 0379 for project Git
authorization. It adds the responsible-user column with `IF NOT EXISTS`,
preserves upstream migrations, and satisfies snapshot retention and
migration safety checks.
- Upstream published Copilot v62 and v63 identities remain byte-for-byte
unchanged. The combined guidance is now v64, digest
`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`.
The normal shared TypeScript/Rust identity check and **61 Copilot
installation tests passed**. The old source-identity assertion first
failed against unchanged published v63; regenerating a new v64 preserves
the published release.
- Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI
token gates passed on the final combined stack after the upstream merge.
Node 24.22.1 / pnpm 9.15.4 were used.
- **Earlier 82 API/OpenAPI tests passed** in fresh PostgreSQL 18: 55
assembled-server scenarios and 27 contracts. They use real persistent
agent keys, run JWTs, human sessions, production defaults, and
deterministic provider fixtures. No actor injection establishes access.
- The new email regression was red before per-account scope filtering.
The Arcade regression was red before human ownership and inventory-key
fixes; it also verifies actual-agent audit identity and a human-session
inventory read. The activity regression measured **200 authorization
checks before the fix and one afterward** for the same one-item page.
- **82 GitHub UI tests passed**, including all three new
failed-replacement regressions that were red before their fix. The UI
preserves an earlier copy only after confirming its committed
generation. Changed or unreadable results block copying and reconnecting
until reconciled. Human-only secret responses now include their
nonsecret committed generation.
- Private test status now rechecks the originating principal and linked
task, including mandatory agent/responsible-user privacy. Cross-agent
tests require the full caller tool access decision and the same
credential identity, regardless of auth label; caller and target
policies/approvals and rate limits apply before execution and after
human approval. A profile-only precondition was found to reject valid
allow-policy and scoped-grant access and has been removed. Both
permitted-access cases and a no-auth-label identity regression were red
before the correction; caller-specific Block still prevents provider
execution. The private-status regression was also red before its fix.
- The tool-activity regression measured 100 capability decisions and 102
run captures on a 100-event page before the fix. It now uses two task
decisions and at most two captures while retaining the same 50 visible
events, private-event filtering, and 403 after audit-grant revocation.
The regression was red before request-context reuse and task-decision
sharing; final server typecheck/build also pass.
- Generic chat configure/reconnect now hands agent-supplied verification
credentials to the addressed human before provider work or vault
changes. Actual key/JWT regressions were red for Slack signing-key
replacement and generic channel secret-reference rebinding. They now
prove unchanged refs and vaulted signing value, human setup, permitted
agent bot-token repair, and governed test messages. All 82 API/OpenAPI
cases pass in fresh PostgreSQL. Eight native receipt protections and
final server typecheck/build also pass.
- The preceding review found that old healthy state could retire a
credential-entry card before a human changed anything. The actual-JWT
regression was red. Saved field generations now change only with
protected values and commit with refs plus a verification fence; retries
retain the baseline. Old health, bot-token repair and unchanged entry
stay pending. New signing verification and current authority permit
continuation. A separate red race proved that user revocation during
provider authentication could return 403 after refs changed; authority
is now checked before persistence and inside the credential transaction.
The final 82 API/OpenAPI cases, four neighboring real-database
Slack/GitHub lifecycle cases, and final server typecheck/build pass.
- A preceding full run crossed a rate-window boundary. Database rows
prove one consumed slot at 23:35 and another at 23:36 for the same
policy/bucket. Only Date is frozen in the rate test cases; transport and
asynchronous timers remain real. Production rate behavior is unchanged,
and the final full run passes. An intermediate fixture failure that
overwrote hidden generation metadata with an API projection is retained
in the qualification record.
- Linux CI on an earlier head found two rate-admission assertions that
omitted the newly persisted bucket key. The failures were reproduced
locally; both assertions now verify the exact actor/tool bucket and all
49 policy-service tests pass. The companion qualification record retains
the initial and intermediate failures. Catalog creator attribution is
preserved in the companion to keep this implementation review at 99
files.
- The latest review reproduced three regressions before repair: complete
human replacements failed on unavailable old signing secrets, fresh
GitHub links incorrectly selected reconnect, and different
credential-entry requests shared an idempotency key. Each old protected
ref now has a narrow known-unavailable fallback; unexpected resolver
failures and company/scope violations still abort. Fresh imports keep
their credential form, configured endpoints keep reconnect, and
canonical field sets/completion modes distinguish handoffs while
matching retries retain their baseline. All 55 actual-auth scenarios and
27 separately run OpenAPI contracts pass, as do server typecheck/build.
Companion #17739 also passes all 41 wizard tests including actual
fresh-form submission, UI typecheck, maps and token gates. Earlier red
results and a mistyped OpenAPI filename are retained in qualification.
- The configured GitHub handoff regression was red in the
browser-component tests and actual-auth link/persistence tests. Saved
links now name requested fields and all/any completion mode; the
companion form submits those supplied fields through reconnect and
retains other saved credentials. Webhook/client-secret reconnect remains
human-only; first-setup secret restrictions remain. All 46 wizard tests
pass, including combined modes and legacy links. A duplicate review
referenced the older companion bf760912; the current form is already
fixed, linked in the reply, and its thread is resolved.
- Linux CI on bf760912 failed automatic Slack provisioning because vault
persistence cleared an already verified manifest-update challenge. The
same regression was reproduced locally. The provider-owned helper now
preserves proof only for the current signing fingerprint and callback
URL. Eight existing compatibility cases pass, including this case and
initial GitHub secret rejection. The first uncommitted GitHub-field
variant also failed that initial boundary and was narrowed to reconnect;
both failures remain in qualification.
- The upstream merge conflicted only in generated migration metadata.
Upstream 0379 is preserved, normal generation/pruning produced 0380, and
two repeated applications of the idempotent additive SQL passed. The
final combined stack passed **128 tests** (55 actual-auth, 27 OpenAPI
and 46 wizard cases) in fresh PostgreSQL. Eight Google UI cases also
pass; the two protocol cases could not initialize embedded PostgreSQL in
this fresh local attempt. Their earlier passing evidence remains
historical; fresh Linux CI must execute them. Vercel personal credential
attribution is preserved in companion #17739 with its other
ownership/consent follow-ups, keeping this PR at 99 files.
- The suite covers fresh defaults, restricted users/agents, scopes,
personal isolation, token revocation, human handoffs, callback replay,
execution approvals, authorized self-targeted policy changes,
self-approval denial, and current authority before commit. Reproduce API
checks with `pnpm exec vitest run
server/src/__tests__/connection-management.integration.test.ts
server/src/__tests__/openapi-routes.test.ts`, using a fresh database
through `PAPERCLIP_CONNECTION_MANAGEMENT_TEST_DATABASE_URL` or the
default embedded test database.
- Companion #17739 also records consent separately from token refresh so
saved Google choices survive refresh. Its eight service-picker and two
local-HTTP OAuth tests pass; both new UI cases were red before the fix.
Normal migration generation confirms no SQL change is needed for the
additive JSON metadata.
- The integration module shares one assembled server, authentication
factory, and provider lifecycle to preserve the
HTTP-to-vault-to-task-continuation proof. A reused external database
caused a Slack fixture identity conflict; the fresh final run passed.
Earlier fixture/transport and contract-update failures remain in the
companion qualification record.
- The broad local `pnpm test:run` attempt remains blocked by macOS
embedded PostgreSQL's host semaphore limit. It is not a clean pass. The
fresh Linux CI matrix must complete. Provider fixtures do not prove live
setup or an empirical LLM success rate.
- A current-head completed Paperclip assessment is not yet recorded. Its
earlier external recovery boundary has not been bypassed, and no
incomplete assessment is reported as passing. The user authorized both
merges when checks pass; merge this implementation first, then replay,
retarget, and requalify companion #17739 against the squash-merged
master.

- After the master refresh, local workspace typecheck/build, **97
actual-auth/OpenAPI cases** and **141 gateway/policy cases** pass. The
original fixed database port was occupied; Docker assigned a free
localhost port. The first neighbor setup command could not resolve root
`tsx`, leaving its schema uninitialized; the built database package
migrated the separate fixture and all unchanged cases passed. Both setup
failures are retained in qualification. Fresh Linux CI remains required;
no full local test-sweep pass is claimed.

- The f9 Greptile review scored **2/5** for two reproduced findings:
Slack test sends skipped the caller’s tool policy, and healthy App
credentials completed an unconfirmed identity handoff. Both are fixed in
this head and have resolved evidence threads
([Slack](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927765),
[identity](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927895)).
Actual key/JWT cases cover twelve Slack caller/target/recipient
combinations; the human-session GitHub OAuth callback alone remains
pending until explicit confirmation. All **99 API/OpenAPI tests** (72
actual-auth + 27 contracts), workspace typecheck and build pass. On the
combined companion, all four focused cases (including the twelve Slack
combinations), typecheck/build and maps also pass. The continuation
suite’s 50 embedded-PG cases were skipped because its database could not
start locally; fresh Linux CI must run them. Initial fixture
credential-collision and audit-projection assertion failures are
retained with the red reproductions in the companion qualification
record. No full local sweep or live consent is claimed.

## Risks

- The maintainer explicitly confirmed authorized policy administration,
including self-targeted changes that loosen controls. These writes
require management grants and the responsible user’s current authority.
Agents cannot approve their own governed action requests or edit their
own principal permission grants. The actual-auth regression exercises
both permitted administration and those denials.
- This is a broad authorization change. Incorrect scope or owner
resolution could deny permitted setup or expose another user's
resources. Integration cases cover both permitted and denied requests
with actual authentication.
- The additive nullable gateway-token column does not infer identities
for legacy clients or backfill agent grants. Legacy agent tokens without
a responsible user fail closed.
- Provider fixtures test supported setup and callback contracts. They do
not prove live provider availability.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The runtime does not expose a more specific 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 — focused suites above;
full local sweep remains blocked as documented
- [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 — exact `2ecd6451d0` Linux CI
completed SUCCESS; external Paperclip Review is still queued
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `2ecd6451d0` review completed; both f9 findings have resolved
evidence replies
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:20:24 -05:00
Nicky Leach baec3abd67 Authorize background project Git with explicit Connector consent (#17798) 2026-10-26 17:22:49 -07:00
DottaandPaperclip 5061ab7b35 perf(ui): speed up task and inbox cold opens (#17756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task lists and inboxes are the main entry points to that work.
> - Cold opens fetch overlapping task lists, task descriptions, and run
details before useful rows settle.
> - Independent responses can insert rows above content that a person
has started to read.
> - This pull request loads a small task index first and adds details
only for visible rows.
> - It keeps row order and geometry stable while those details arrive.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Cold opens of Tasks and Inbox, including the shared navigation badge.

**Subsystem affected**

Server list reads, shared response contracts, and the React UI.

**Current behavior**

The badge fetches full task bodies. Mine fetches several overlapping
lists. Historical diagnostics and row metadata add work before the first
useful list. A fast failed-run response can appear before task rows,
then move down when tasks arrive.

**Proposed behavior**

Load the selected inbox source and its required context together. Use an
index without task descriptions or recovery diagnostics. Fetch
diagnostic details for up to 50 visible rows. Keep skeletons, recovery
indicators, external status, and live metadata in fixed space.

**Reason and benefit**

Reduce work on a cold open and prevent loading-induced row movement. On
the same 100 local fixture tasks, the compact response was 262,441
decoded bytes and the index was 110,909 bytes. This comparison excludes
compression and is not a page latency benchmark.

**Breaking changes**

Existing full and compact responses remain available. New index/row
projections are opt-in and marked as partial data. Mine keeps its
existing most-recent-100 display limit, now selected on the server.
Existing filters and group preferences remain in the client. No database
migration.

**Additional context**

Refs: #17593. Related: #13095, #17428, #13803. This change addresses
collection overfetch and layout stability. It does not replace the
blocked-inbox query work or the database activity-index work.

## What Changed

- Add authorized index and row projections, with bounded task and parent
ID batches.
- Replace badge list downloads with unread IDs and aggregate counts.
Preserve actor privacy, dismissals, and local archive behavior.
- Load only the selected inbox source, plus bounded parent and
failed-run context. Return only relevant failures from the bounded run
window.
- Batch hierarchy reads, including at most one authorized child per
collapsed parent in one request. Collapsed markers do not consume the
expanded row budget, and partial descendant counts are not shown as
totals. Enrich visible rows without replacing membership, ordering,
titles, or read state.
- Reserve row geometry on desktop and mobile. Reveal the initial inbox
only after its sources settle. Preserve legacy task-list reads.
- Start collection module downloads during access checks. Keep partial
rows out of the task-detail cache.
- Keep ETags and concurrent request sharing for the new projections, but
skip the short server response TTL so archive undo sees fresh state.

## Verification

- On final head `ef6afb2a56`, the full CI workflow passed, including
build, typecheck, server/workspace/runner suites, and all eight browser
shards. A server shard reported **1,489 passing tests** before runner
shutdown canceled the job; its single infrastructure retry passed. Both
Greptile and Paperclip Review are **5/5**, with zero unresolved review
threads.
- The optional external **Entire Gates** check remains `unassessed`
because it has no active assessed Change for this comparison. Entire is
not set up in this checkout. The repository ruleset requires `ci /
verify` and `ci / e2e`; both passed. No gate configuration was changed.

- Passed workspace typecheck after the final API batching change. The
full production build also passed on the final commit; the exact-retry
E2E run built the shipped UI.
- Passed token gates and map validation. The final batch-preview pass
has 91 passing route/hierarchy/component tests, including privacy,
request bounds, 30 collapsed parents in one read, and a 120-child parent
alongside a sibling.
- Passed the 166-test focused UI/inbox/badge run, 47 additional UI
regression tests, and 34 issue-list route tests. The latest regressions
cover low-trust agent badge IDs, cold company selection, 30
description-only Mine matches with archive actions, retrying optional
row details, and collapsed/expanded siblings.
- The full local `pnpm test:run` spanned the rebase and reported
failures in five suites before it was stopped; it is not claimed as a
complete pass. A fresh serial rerun of all five suites passed
**452/452** tests (tool gateway, native resume, project repositories,
workspace recovery, and runner selection). Full current-commit coverage
is checked by CI.
- Real browser: delayed index and row-detail responses on Tasks and
Mine. The first placeholder and first row had the same origin and
44-pixel height. Twelve rows on each page had zero position, height, or
title-width change after recovery details arrived.
- Real browser: reviewed long titles and recovery status at a 390 by 844
viewport. Task text stays on one line and recovery uses a compact
indicator.
- Three fresh document loads per page on final commit `260893bf92`, with
HTTP cache retained on a warm local development server: Tasks
1.031–1.190 seconds; Mine 0.999–1.193 seconds. Browser-control overhead
is included. These values must not be compared directly with staging
latency or the earlier local samples taken during a full test run.
- The browser archive test exposed stale results after Undo. The new
projections now bypass the server TTL; immediate-mutation regression
tests pass. The final browser retry passed: Archive followed by Undo
restored exactly one row and the badge count.

- CI exposed a hook-order crash when company selection resolved after
the first inbox render. The hook now runs before the empty-company
return. All seven affected exact-retry and legacy-continuation browser
scenarios pass locally after the fix.
- Real browser review regressions: 97 description-only source matches
retained Archive actions; deliberately failed optional row reads
displayed a retry notice while all 12 observed row positions and heights
stayed unchanged. Retry restored the recovery indicator. Network fault
injection was removed.

- The final production build and workspace typecheck passed. Final
focused verification passed 153 UI/helper tests and 26 heartbeat privacy
route tests. Final review regressions cover newer diagnostics arriving
during the index read, reloading diagnostics when the same task ID
changes version, optional source failure/retry without hiding available
rows, and required external-status filter failure. The latest-failures
route test verifies bounded selection, agent filtering, success
suppressing an older failure, and private-run redaction.
- Real browser: deliberately failed the run source, then retried it.
Twelve available task rows kept the same position and 44-pixel height
before, during, and after retry. No loading skeleton replaced them.
Fault injection was removed.
- Hierarchy review decision: the cold-open barrier stays because
inserting ancestors or expanded children after revealing index rows
would cause layout shifts. Existing hierarchy context now survives
subsequent requests, with a regression proving a new ancestor read does
not blank the list. The bounded recursive tree read can still add
latency for unusually deep expanded trees.

- Tasks now handles a failed external-status filter with an explicit
error and Retry, suppressing a false empty state. All 52 Tasks component
tests pass, including failure-to-success retry. One existing large-tree
test timed out while workspace typechecking ran concurrently; the whole
component suite passed when rerun without that competing work. Workspace
typecheck, the full production build, and token gates passed for this
fix.

## Risks

- Saved filters and grouping still operate on the existing bounded
collection. This is not a new global server pagination model.
- Fixed row slots reduce available title width. Long titles remain
accessible through task navigation.
- Recovery and related diagnostics arrive after core rows. Their
responses cannot replace ordering fields, and stale versions are
rejected.
- Index/row requests now revalidate against current data instead of a
short server TTL. They still share concurrent reads and use ETags.
- This has not been deployed by this pull request. Staging latency must
be measured after deployment under comparable conditions.

## Model Used

OpenAI Codex, GPT-6 family. The exact runtime model ID and
context-window size are not exposed in this session. Used code editing,
terminal execution, and real-browser diagnostics.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 14:29:20 -05:00
DottaandPaperclip a1f77821b9 perf(tasks): show recent conversation before historical activity (#17593)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task page must show the instruction and current conversation
quickly.
> - The current page waits for related task data and historical run
transcripts.
> - These reads grow with task history, even when the reader only needs
the latest answer.
> - This pull request gives cold opens a small initial view and loads
older history on demand.
> - Messages and runs observed while the page stays open remain visible.
> - The benefit is a readable task before historical diagnostics finish
loading.

## Linked Issues or Issue Description

Related: #14667 and #16229. The first changes the reveal gate and scroll
anchors. The second adds general history pagination. This PR adds a core
task read and a folded recent-conversation view. It preserves the
default full-read API contracts. The shared files will need coordination
if either related PR lands first.

**What existing behavior does this improve?**

Cold opening an ordinary task with a long conversation or large run
logs.

**Current behavior**

Task enrichment and historical transcripts delay the readable
conversation. A cold open can fetch several megabytes of tool activity
before revealing saved messages.

**Proposed behavior**

Show the task instruction, recent saved replies, latest human input, and
the latest run's conversation data first. Fetch older messages and full
run activity when the reader chooses **More messages**. Retain new
messages while the page stays open.

## What Changed

- Add an authorized core issue view that skips related enrichment. Keep
enrichment on the existing detail read. Share task mutation, rollback
and invalidation updates with the core cache.
- Add a bounded recent-comment read. Preserve the first human
instruction when no description exists, including legacy rows with a
NULL author type. Keep company and task access checks and comment
redaction.
- Add optional recent activity and run-summary views. Fetch original
input receipts for visible comments separately so delivered messages
stay out of the queue. Reconcile watched unfinished runs after a
reconnect beyond the preview window, removing deleted runs after
reconciliation.
- Filter the latest native run's initial events to assistant messages,
request lifecycles and terminal results. Full event reads remain
available on expansion. Legacy fallback reads use a small tail extended
to the first complete record. HTTP cancellation aborts the storage read.
- Retain observed messages across cursor catch-up and new runs. Apply
local cancellation and deletion to both caches and their task aliases.
Refetch locally seeded history pages on expansion. Preserve expansion
across identifier and UUID links. Keep deep links, classic tasks and
Agent Chat on their existing full-history path.
- Update API documentation, design guidance, capability maps and
regression coverage.

## Verification

- Final acceptance on `9ea0b15ae44d9f6d2c9a9f824b4835f299f92979`: all CI
gates passed, including server/UI tests, all eight browser shards,
runner checks, full typecheck and build. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/40326990328).
GitHub reports 55 successful checks, two intentionally skipped checks,
and one neutral Paperclip Review check described below. No checks are
pending or failed; Greptile is 5/5 and no review threads remain open.
- October 26 merge update: merged current `master`. The only conflict
was in task-page imports; both the compact-history hook and the new
live-update hooks remain. All CI tests and build jobs passed on
`044fd6733d`. Fresh review found canceled-comment cache drift, legacy
human-comment filtering, send-then-expand truncation, and partial legacy
log records. These defects were fixed in `af3d66a5bd`.
- Review-fix verification: 470 tests pass across ten affected suites,
including all six PostgreSQL cold-open tests without a helper override.
Cancellation/delete and send-then-expand regression tests failed before
the fixes and pass afterward. Coverage includes task identifier/UUID
reopen, stale in-flight reads, legacy NULL author types, local-file and
object-storage tails cut inside UTF-8 text, route forwarding, and
request cancellation. Full workspace typecheck and production build,
token gates, map validation and diff checks pass.
- Follow-up review found that a failed expanded legacy read lost its
record-alignment state on retry. `9ea0b15ae4` commits the expanded
window only after a successful read. The new regression fails before the
fix and passes afterward; all 19 transcript tests, UI typecheck, UI
build and token gates pass. Greptile reviewed this commit at 5/5 with no
actionable findings, and all review threads are resolved.
- The final Paperclip Review check ended neutral because its execution
did not complete; no passing Paperclip assessment is claimed. Its
earlier four concrete findings were fixed and regression-tested.
Greptile and the security scans completed successfully on the final
commit.
- The preceding `af3d66a5bd` CI run was canceled when superseded by the
retry fix. Its server shard 11 check briefly reported failure, but the
job API records cancellation and its test step passed all 1,750 tests.
This superseded run is not used as final CI acceptance.
- 549 focused tests pass on the final implementation across nine task
UI, activity-route, OpenAPI and PostgreSQL suites. These cover pending
history, desktop/mobile visibility, expansion, retained runs, message
bursts, cancellation recovery and queued-comment removal in both views.
- Legacy expansion keeps the latest answer visible while fetching and
deduplicating older output.
- Five PostgreSQL tests pass for core access denial, recent comments,
missing-description instructions, event paging and bounded activity/run
reads. macOS could not start another PostgreSQL cluster because it
exhausted its semaphore limit. These tests used a separate disposable
database on an existing local server through a temporary test setup
override. The helper was restored afterward.
- Full workspace typecheck and build pass with the final state fixes, as
do token gates and capability-map validation.
- Token gates, capability-map validation and `git diff --check` pass.
- Browser proof used a disposable task with 80 comments and six large
run histories. The cold view showed the instruction and recent exchange.
**More messages** revealed older comments. Navigation away and back
preserved expansion.
- Local HTTP sample: core 50 ms, recent comments 24 ms, recent run
summaries 17 ms. The latest native conversation response was 839 JSON
characters / 8 ms; its full event response was 1,099,005 / 86 ms.
Browser content paint was 1.34 seconds with development assets cached.
These are local observations, not staging latency claims.
- The first CI run passed every job except four board-send browser cases
and the review threshold. Those browser fixtures only mocked the old
comments endpoint; they now serve both recent and full reads, retaining
all message and attachment assertions. Both initial review findings were
fixed with regression tests. The next CI run passed every job. The
deeper review identified core-cache mutation, older delivery receipt and
retained run-status gaps; those are now fixed with regression coverage.
Final review is 5/5 with zero unresolved findings. Final-head CI
initially failed one unchanged runner shutdown test
(`runnerd-codex-transport.test.ts`, timeout-attachment case) with
`NativeSessionCloseUnrecoverableError`; all other CI jobs passed. The
same runner code passed on 971a762f80. A targeted local reproduction
also failed during provider drain. The failure is outside the changed
task loading paths; its underlying cause remains unresolved. The single
failed-job retry passed on the same head; this demonstrates recovery,
not a root-cause fix. All CI gates passed on the previous implementation
head `9004f94f28`: [CI run and
retry](https://github.com/paperclipai/paperclip/actions/runs/40192334629).
- `pnpm test:run` was attempted and stopped after repeated embedded
PostgreSQL startup failures. The native session suite recorded 15
database-related failures; other database suites could not start. No
complete local suite pass is claimed.

## Risks

- The compact view intentionally omits older diagnostics until
expansion. Existing open questions and approvals still use the current
interaction and run paths.
- Previously observed comment and activity rows remain cached while
open. The newest preview and incoming cursor pages refresh; this does
not add a general historical-edit synchronization protocol.
- Recent views are optional. Existing full API callers retain their
response shape and behavior. No migration is required.
- A legacy tail can exceed the requested byte limit by the prefix of its
first log record. Backward reads stop at the preceding record boundary
and honor cancellation.
- Staging has not been deployed or qualified with this change. Instance
startup latency is separate from task history loading.
- The related open PRs touch the same task-history files.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing, shell
tools and browser testing. The exact serving model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — 549 affected task tests;
the full local suite and unrelated runner failure are documented above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-26 08:11:39 -05:00
DottaandPaperclip d0c8f0b090 fix: explain project access denials and add an authorized repair path (#17509)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Low-trust agents may read only the projects in their allowed scope.
> - Workspace setup correctly stops a task outside that scope.
> - The task previously showed a generic failure, and agent settings did
not offer an additive repair.
> - This pull request explains the denial and lets authorized operators
add projects while preserving other restrictions.
> - The saved task then offers an explicit retry. Saving access does not
start work.

## Linked Issues or Issue Description

**What happened?**
A project access denial appeared as an ordinary failed attempt.
Operators could not add a second allowed project from agent settings.

**Expected behavior**
The task should explain the denied access and link to a working
permission editor. The editor should preserve existing scope and
restrictions, enforce operator authority, and retain drafts after a
failed save.

**Steps to reproduce**
1. Assign a low-trust agent to a task whose project is outside its
allowed projects.
2. Let workspace setup deny project access.
3. Open the task, follow Manage project access, add the project, save,
reload, and return to the task.
4. Confirm that the saved message remains and Retry task is a separate
action.

## What Changed

- Record a typed, non-retryable project denial before provider dispatch.
Project denials do not enter automatic continuation or provider comment
policy.
- Project current and historical setup denials into a safe task notice.
Keep unrelated failures, prior assignees, and approval/pause/budget
gates separate. Recheck current project authority, including standard
trust and root-issue grants. Accepted retries keep their working state.
- Add board-only project-access reads and additive saves under the agent
row lock. Enforce company scope, agent-management authority,
pending-approval restrictions, and an audit record for new additions.
- Add the production notice and searchable multi-project editor,
including read-only, saving, cancellation, and failed-save states.
Preserve the return-to-task query through canonical agent redirects.
- Register board-only project-access routes in OpenAPI with a strict
request schema.
- Add production Storybook examples and API/persistence/concurrency
regressions. Retain the approved design snapshot and update the behavior
maps and implementation contract.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook`,
`pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs`.
- Passed: 11 permission/projection tests and 30 run-completion tests
against an isolated PostgreSQL database. These cover historical
failures, concurrent additions, idempotent audit, preserved
restrictions, foreign projects, read-only users, agent self-grants, and
no automatic wakeup.
- Passed: all 27 OpenAPI route tests, including route coverage and the
new board-only request/response contract.
- Browser: the real app displayed a historical denial; Manage project
access opened the editor; saving retained the original project and
survived reload; Return to task showed the ready notice. Saving created
one audit event and zero runs. Explicit Retry returned 202 and reached
the separate sandbox requirement, which remained enforced. No external
provider was used.
- All five production Storybook interaction checks pass: blocked task,
save, cancellation, failed-save recovery, and read-only settings. These
use fixture callbacks; durable authorization is covered separately
above.
- `pnpm test:run` was attempted locally but stopped after repeated
embedded PostgreSQL startup failures caused by macOS semaphore
exhaustion. Full-suite CI is required before merge. The separate UI
suite passed all 9,095 tests. The 41 focused server regressions also
passed after rebasing onto the latest master. A further 26
recovery-classification tests pass, including a red-to-green regression
for automatic continuation after a project denial.

## Risks

- No schema migration. The new endpoint only adds same-company project
IDs and preserves the rest of the stored policy.
- The historical notice recognizes one exact setup denial message. It
does not display arbitrary run errors or disclose a different source
project's identity.
- The retry still passes all current admission and isolation checks. The
notice does not promise that other execution requirements are satisfied.
- Related open work: #13309 covers inherited secret restrictions; #11234
covers the broader repository catalog. This change does not replace
either policy surface.

## Model Used

OpenAI Codex (GPT-6), with code execution and browser tools. The precise
runtime model ID and context-window size were not exposed in this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 16:16:29 -07:00
DottaandPaperclip 0eb2c964a7 fix(agents): allow runner qualification with agent configuration permission (#17448)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent owners configure the harness and computer used for that work.
> - A legacy runner upgrade must first qualify an unverified sandbox.
> - The upgrade called an instance-admin probe, so a company owner with
agent configuration permission received HTTP 403.
> - This pull request qualifies the saved computer through the agent's
existing configuration authorization.
> - Company owners can complete the upgrade while general instance
environment management stays restricted.

## Linked Issues or Issue Description

Refs #17361. Related: #17122.

**What happened?**

Upgrade runner displayed for an existing Claude agent on a Daytona
Paperclip Computer. Clicking it returned “Instance admin access
required” for a cloud company owner. The agent remained on the legacy
runner.

**Expected behavior**

A caller permitted to update the agent can qualify that agent's saved
computer and upgrade. Instance-admin access is not required for this
agent-scoped operation.

**Steps to reproduce**

1. Sign in as a cloud company owner with `agents:configure` and no
instance-admin role.
2. Open an existing legacy Claude agent on an unqualified Daytona
snapshot.
3. Select Upgrade runner.

## What Changed

- Add `POST /api/agents/{id}/qualify-runner` with the existing
`agent_config:update` guard.
- Reuse the server's effective environment resolver. The submitted
environment ID only detects stale state; it cannot select a different
computer.
- Preserve company binding checks, check binding again at lease
acquisition, and record agent-scoped audit activity.
- Return qualification status and the lease receipt without
instance-level provider metadata or raw provider errors.
- Use the new endpoint for the existing-agent upgrade. Keep the generic
environment probe restricted to instance admins.
- Disable Upgrade runner when an unsaved computer change resolves to a
different target, with a save-first explanation. Other draft settings
still accompany an upgrade.
- Add real-database authorization regression tests and update the API
contract and access maps.

## Verification

- Red: the existing UI called the instance-wide probe and failed the new
agent-scoped call assertions in eight upgrade cases.
- Green: 349 related route, provider qualification, runner selection,
and UI tests passed.
- Green: 12 authorization cases passed with real PostgreSQL, real HTTP
routes, real saved role grants, and a simulated provider boot. They
cover the cloud owner, removed grants, foreign agent/computer, inherited
targets, stale target, invalid body, archived/local target, redacted
failure, audit scope, and unchanged agent settings.
- Review regression: two cases first reproduced the enabled upgrade
button after an unsaved computer change; both now pass, along with all
168 related UI tests. Qualified/unqualified computers and restoring the
saved selection are covered.
- All 26 OpenAPI cases passed; the 12 real-database authorization cases
also passed after rebase.
- The host exhausted PostgreSQL semaphores. For the 12 cases, a
temporary local-only setup used disposable PostgreSQL 18 in Docker
instead of the embedded database launcher. The committed tests use the
normal embedded database helper. No authorization decisions were mocked.
- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, map
validation, module-boundary validation, and `git diff --check` passed.
- `pnpm test:run` was attempted but did not establish a full local pass:
the host could not start embedded PostgreSQL clusters. All current-head
CI gates passed, including the full suite in CI. The commitperclip
review workflow timed out before reporting any executed steps on its
first attempt and passed on one retry.
- Fresh staging acceptance remains pending deployment. Verify persisted
native configuration and a successful runtime test on the existing
Daytona computer after merge. Earlier live Daytona proof from #17361 is
separate evidence.

## Risks

- Qualification can start a fresh, temporary sandbox. It uses the
existing probe lifecycle and cleanup contract.
- The new path must remain scoped to the saved agent and its company.
Denial and redaction tests cover that boundary. General instance probe
authorization is unchanged.
- No migration, role change, credential change, or automatic agent
upgrade is included.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 10:31:40 -07:00
Dotta 46760cc588 fix(chat): honor dismissal for all composer requests (#17218)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations show requests in the feed and above the message
composer.
> - Earlier fixes kept dismissed questions in history, but excluded
completion reviews and other request kinds.
> - Closing those forms left a pending badge, and the server could still
demand a response.
> - This pull request saves human dismissal and removes the request from
composer reminders and ordinary completion gates.
> - People can continue the conversation and reopen the request from
history.

## Linked Issues or Issue Description

Related work: #15229 and #15392.

**What happened?**

Dismissing a completion review closed its form but left it counted as
pending. It could return after reload, block a retry, or cause the agent
to demand another response. Raw runtime requests could also lose their
only usable control when dismissed.

**Expected behavior**

Dismissal leaves an accessible request in the feed and clears the
composer form and pending count. It persists after reload. It does not
submit an answer, approve an action, or wake the agent.

**Steps to reproduce**

1. Open a task with a pending completion review or another composer
request.
2. Dismiss the request, then reload the task.
3. Check that the composer stays clear and the feed entry can reopen the
request.

## What Changed

- Add nullable dismissal fields and a human-only dismissal endpoint with
company, private-task access, resolver, and locked review-policy checks.
- Persist saved-request dismissal on the server. Keep browser
persistence for raw runtime requests and existing question dismissals.
- Keep confirmations, choices, item verdicts, suggested tasks, and
runtime requests accessible in the feed.
- Exclude dismissed ordinary requests from completion and retry gates.
Tell agents not to repeat deferred requests.
- Preserve tool, secret, connection, plan, company-policy, and
configured review authorization gates. Expire deferred non-question
requests when their task completes.
- Preserve the selected form when another dismissal finishes saving.
Keep reopened reviews visible through delayed comment refreshes.
- Add a completion-review Storybook test drive and update design, API,
database, and capability documentation.

## Verification

- `pnpm -r typecheck`: passed. The final UI changes also passed the UI
typecheck.
- `pnpm build`: passed. The final UI changes also passed the UI
production build.
- Focused UI and transcript tests: 550 passed across nine files after
merging the current base branch.
- Focused database, completion, and prompt tests: 105 passed across
three files, including two review-policy regressions that failed before
the fix. The tests reject a review requester excluded by current policy,
preserve the pending gate on denial, and permit an independent reviewer
to defer the request.
- Route regression suite: 81 passed, including denial before reading or
mutating a private-task request.
- `pnpm check:token-gates`: passed.
- Map and Storybook structural checks: passed; 30 map/catalog script
tests passed.
- Browser: used the production task-thread components in the
completion-review fixture. Dismissed, reloaded, reopened from the feed,
and dismissed again. No pending badge or composer takeover remained.
Story callbacks simulate API saves; separate server tests cover
persistence and permissions.
- `pnpm test:run`: stopped after the general-server group reported one
failure in `workspace-runtime.test.ts`: "returns a bounded structured
conflict and exposes only same-company workspace references". The same
test passed in isolation (1 passed, 178 skipped). The cause of the
full-suite failure is not established. The full PR CI suite subsequently
passed on e243cbb001; its two authorization review findings are fixed in
9e1b4478b3. Fresh [full
CI](https://github.com/paperclipai/paperclip/actions/runs/39871944846)
passes on 9e1b4478b3, including the previously failing server and
browser shards. All 54 executed checks passed; two optional Storybook
deployment/visual jobs were skipped. The legacy security status also
passed. Fresh Greptile review is 5/5, the security scan passes, and no
review threads remain open. This full CI run settles the merge gate; the
earlier local workspace-suite failure remains recorded above because its
cause was not established.
- Additional verification: the original failing browser journey passed
locally after the delayed-refresh fix. The expanded page-reload case
also passes on 9e1b4478b3 (52.7s): dismiss, reload, reopen, approve, and
receive the actual tool failure in the continuing task. It exposed a
fixture reading an accepted request before tool execution finished; the
fixture now waits for a stored execution result. The first reload
attempt stopped on a still-loading page at the default five-second
assertion; the reload now uses the suite’s navigation allowance. A
controlled server-restart run timed out waiting for server health before
the UI assertions. Local route-suite runs timed out during concurrent
module loading; sequential imports passed all 81 tests, including the
privacy regression.
- Initial verification failures: a missing SDK build and a story fixture
type error were fixed. PostgreSQL bootstrap then failed because the host
had exhausted its semaphore allowance. After explicit operator approval,
64 verified abandoned PostgreSQL semaphore sets were reclaimed; no live
process was stopped. The database regressions then passed. The
raw-runtime regression exposed a missing feed control; the
implementation now preserves that entry and the regression passes.

## Risks

- Apply the additive database migration before the new server code. It
adds two nullable columns and does not change existing decisions.
- A dismissal is shared task attention state. Only a human with task
read access and current resolver/review authority can persist it. Review
policy is checked under the task lock. The operation is idempotent and
records the dismissing user.
- Raw runtime dismissal remains specific to a browser. Saved interaction
dismissal persists across browsers.
- A deferred review is not an approval. Tests retain protected-action
and configured review gates.
- The browser walkthrough uses a fixture. This branch has not been
deployed to a live instance.

## Model Used

OpenAI Codex, GPT-6, with code execution and browser tools. The exact
backend model ID and context-window size are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-10-22 18:37:36 -05:00
DottaandPaperclip 0a5f1546ee feat(cases): add reusable prompt workflows (#17114)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Cases keep facts, documents, and one primary task across agent
handoffs.
> - Each case currently needs its own procedure text.
> - Agents need to reuse procedures and move cases between them without
replacing the task.
> - This change adds company workflow definitions with a name and
Markdown prompt.
> - Existing handoff and document transactions preserve authority,
revisions, and recovery.
> - Cases remain behind `experimental.enableCases`.

## Linked Issues or Issue Description

Refs #16959. Related proposal: #3951 uses task graphs and a visual
editor. This change extends existing Cases with prompt definitions and
keeps its current handoff model.

**Problem or motivation**

Agents cannot share a reusable procedure across cases or inspect a
case's movement between procedures.

**Proposed solution**

Add name-and-prompt workflow definitions. Adopt a prompt into the
primary task's revisioned workflow document through a handoff. Keep
phases as free text.

**Alternatives considered**

Defer graphs, workflow versions, run entities, role schemas, authoring
screens, and Spec Kit integration.

**Roadmap alignment**

This extends the existing Cases experiment and same-task review flow. It
adds no work queue or new execution engine. The maintainer approved this
scope in the implementation plan.

## What Changed

- Add company-scoped definition storage, shared request schemas, REST
routes, and four optional Cases tools.
- Accept a workflow ID at kickoff. Agent handoffs can adopt, refresh,
preserve, or detach a workflow.
- Capture prompt text and the document base revision at acceptance.
Apply workflow, phase, and document revision together after outgoing
execution settles.
- Hold conflicting document edits for recovery. Preserve cancellation,
replay, and restart behavior.
- Show current workflow names and captured transition names/phases in
Work, history, and Audit.
- Update instructions, API/tool contracts, capability maps, and the
isolated workflow journey.
- Pin bounded workflow prompt reads to a content fingerprint;
continuation conflicts on edits and can restart safely.
- Remove experimental Cases/workflow/Mermaid guidance from the always-on
native prompt. Extract runtime-context prompt strings into a
CODEOWNERS-protected constants file while preserving the public imports.
- Refresh Copilot’s pinned source identity to v57, including the
extracted prompt file and retaining historical identities.

## Verification

Local checks: repository `pnpm -r typecheck` and `pnpm build` pass on
the prompt-extraction tree (`88222d45d8`). Full repository coverage
previously completed through the supported isolated shard groups (1,082
general server suites, 161 serialized suites, and all three workspace
groups). The earlier default serial run was interrupted and remains
incomplete. The first sharded run retained the failures described below;
targeted corrections and separate limited-concurrency reruns pass. All
CI jobs, security checks, and the 5/5 Greptile review passed on
`fc1bd79c28`. Fresh CI and review are pending for the prompt extraction
in `88222d45d8`. Focused verification passes: real-database handoff
recovery and reuse; 2,002 native-tool/API contract checks; 144 Runner
catalog/discovery checks; 27 Runner context/coverage checks; 37
case/Audit UI checks; and Product E2E oracle calibration. Token gates,
migration safety/numbering, module boundaries, capability maps, and
generated tool/Storybook catalogs pass. The final route/context
corrections pass 49 API/native-tool tests, 90 real-database handoff
tests, and server typecheck; 142 Copilot installation/sidecar tests pass
with the refreshed identity.

Greptile’s first review found that successive prompt pages could mix
definitions after an edit. The fix returns a content fingerprint,
requires it for continuation, and rejects edits with 409. Strict
live/catalog schemas pass (171 Runner checks). The 2,005 API/OpenAPI
tests pass; the initial native regression caught compression’s weak ETag
prefix, and all 23 native integration tests pass after handling it. The
regression covers same-length edits and a four-byte restart window. No
stored version fields or entities were added.

The prompt extraction passes all 462 checks across six focused suites,
including persisted-context recovery and provider transport. The first
local transport attempt lacked the required debug Runner binaries (102
failures, retained); after building the normal prerequisites, all 283
tests in that suite pass without source or assertion changes. Existing
saved snapshots retain their recorded prompt text, and new executions
use core-only prompt v7. The extracted prompt source is now covered by
both CODEOWNERS and Copilot’s source fingerprint.

Live-provider evidence is separate from those simulated checks: the
isolated API-key campaign `reusable-workflows-api-final-2026-10-21`
passed with local code matching `a1d73b4652`. Four actual Codex API runs
read the adopted task documents, moved one case A → B → A on the same
task, completed normally, and passed all nine durable checks. Browser
assertions verified the current workflow/phase, historical names/phases,
five handoff records including terminal completion, and the completed
original task. Cleanup passed. The local report remains under
`tests/runner-e2e/results/reusable-workflows-api-final-2026-10-21/`; no
credentials or screenshots are committed.

CI initially caught an omitted route-inventory entry and a stale pinned
instruction-source hash; both are corrected and separately verified.
Local serialized coverage also recorded an unrelated environment-route
socket disconnect and activity-route timeout; their separate 11-test and
17-test suites passed without code or timeout changes. An unchanged
chunked-webhook check also passed its separate four-test rerun. The
initial adapter/database workspace groups hit time and resource limits
under default worker counts; complete reruns with `VITEST_MAX_WORKERS=2`
pass, including all 55 database files and 211 tests. The UI/CLI groups
passed 837 files and 9,442 tests in the original run. Original failures
remain retained and are not regraded.

Earlier failed live campaigns remain unchanged: subscription HTTP 429
before agent execution; an obsolete exact-four-row oracle that rejected
the valid terminal fifth row; and a chat-marker expectation that did not
account for the existing explicit-comment presentation policy. The final
fixture requires terminal completion and places the marker in its
authoritative comment. Positive/negative oracle tests and the fresh live
campaign pass.

## Risks

- The additive migration adds a table and nullable case/handoff fields.
Existing rows keep null workflow metadata; no assignments are inferred.
- Adoption can wait on an intervening task-document edit. Recovery must
cancel the old intent and accept a new one after readback.
- Shared definition edits affect future adoptions. Existing case copies
keep their revisions.
- The feature remains experimental. This PR does not merge or deploy the
change.
- Live acceptance covers native Codex before the prompt extraction; this
cleanup has contract/transport verification rather than a new
live-provider campaign. The refreshed Copilot identity has static
compatibility evidence, not new live-provider qualification.

## Model Used

OpenAI Codex, configured model ID `gpt-6-astra`, xhigh reasoning. Used
terminal execution, file editing, and tool calls. The active
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
- [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>
2026-10-21 15:00:12 -05:00
DottaandPaperclip d33b40a5c3 fix: recover saved work and provide reliable task Retry (#16965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must retain work when an execution or workspace
export fails.
> - Retained-workspace holds can leave saved input waiting with no
usable Retry action.
> - Users cannot verify process ownership or repair provider
allocations.
> - This pull request gives system recovery a durable budget and gives
each deliberate Retry a durable intent.
> - Safe recovery can preserve files, settle an accepted result, or
prepare an independent workspace.
> - One task state keeps infrastructure diagnostics out of the ordinary
conversation while preserving real permission and approval gates.

## Linked Issues or Issue Description

**What happened?**

A task with a retained workspace can show recovery, failed-run and
saved-message warnings at the same time. Historical runs without native
workspace descriptors cannot use the native restore path. Old recovery
metadata can prevent a new attempt even when an independent workspace
would be safe.

**Expected behavior**

Paperclip owns bounded infrastructure retries and file preservation. A
user can request another attempt with ordinary Retry. Thinking appears
immediately. The service preserves completed effects and current user
controls. It does not claim that starting fresh recovered the old files.

**Steps to reproduce**

1. Retain a failed run and its workspace after export or process-stop
failure.
2. Save a follow-up while the recovery hold is active.
3. Open the task and try to continue without infrastructure credentials
or operator certification.

Refs #16906, #16835, #16883. This extends their recovery and receipt
contracts. Related work: #16962 and #16963.

## What Changed

- Add task-level Retry with company-scoped authorization, all-status
idempotency and durable admission before physical work. Keep exact-run
Retry compatible.
- Add typed recovery phases, finite persisted backoff, historical
adoption and durable local failure diagnostics.
- Preserve native workspaces or verified historical snapshots. Admit an
independent fresh workspace only after execution containment. Keep
old-source preservation and cleanup obligations separate.
- Carry completed publication and API receipts forward. Fence uncertain
mutation retries across replacement runs. Preserve connected-chat
identity and authorization.
- Re-enter normal dispatch for saved input. Reuse accepted results
through the existing finalizer.
- Use one task interruption projection across the thread, composer and
task list. Show optimistic Thinking, ordinary Retry and genuine user
gates.
- Add PostgreSQL, filesystem, API, browser-fixture and controlled
provider coverage. Document the behavior and update the feature/access
maps.

## Verification

- All GitHub Actions CI jobs pass on
`6d8c6d27d50586d8548b31d03b47f6d73a0ee11d`: typecheck, all
server/chat/workspace and serialized suites, Runner checks, eight
browser shards, canary and build. The required merge gate passes.
- Greptile reviewed the final commit at 5/5, with no actionable findings
or unresolved review threads. Its two earlier P1 findings are fixed.
- Full recursive typecheck and build pass locally on the final commit.
All 16 task Retry cases pass against isolated real PostgreSQL. The
unrelated-success case and both stale Retry cases fail on the previous
code and pass after the fix.
- The corrected gateway fixture passes its uncertain-mutation and
independent-read case. Four real HTTP API cases pass for definite
403/422 rejection, completed-effect reuse, and uncertain-effect fences
across deliberate and automatic retries. These focused gateway/API
checks used a temporary database lifecycle harness on an existing
healthy local PostgreSQL process. The standard repository helper is
unchanged.
- Earlier qualification covers 291 task UI cases, saved-file copyback
and ancestry, current Agent Chat ownership races, nine chat Retry API
browser cases, and six assembled browser recovery fixtures. A real
API/PostgreSQL/native-runner journey showed Thinking in 25 ms despite a
delayed response, admitted one successor in a separate workspace,
retained original files, and survived reload.
- The controlled Daytona test interrupts export, joins the controller,
restarts it in a separate process, and verifies one agent start, one
external sentinel operation, retained file contents and no premature
cleanup. It does not establish abrupt-kill or live LLM/GitHub
acceptance.
- The full local `pnpm test:run` was attempted and was not green: an
OAuth row-lock timing assertion failed, and a later suite exhausted
macOS PostgreSQL semaphores. The ten OAuth timing cases passed on rerun
against a separate database. Later embedded database initialization
failures remain recorded; the final CI matrix passes.
- Security scanning passed on production-code commit
`63953edf069b111c6becc3144dffa6deb52f68b5`. Its only successor changes
one test-fixture identity line. The final scan is neutral/inconclusive
because its pinned merge-base checkout failed or timed out. Both rerun
API requests returned 404, so no fresh successful scan is claimed.
Socket and Snyk checks pass on the final head.
- The optional Paperclip Review remains queued behind an earlier run in
workspace finalization. Its prior completed assessment was incomplete
because a comparison tool was blocked by the platform filter. It is not
counted as a completed code review. GitHub does not require this check
for merge.
- Hosted acceptance remains pending deployment. Local and CI results do
not establish recovery of a hosted task or its retained files.

## Risks

- Recovery changes span admission, physical ownership and dispatch.
Incorrect evidence could permit overlapping work. Existing physical
locks and authoritative stop requirements remain in place.
- The migration adds concurrent indexes. It requires the existing
top-level migration runner and retries incomplete index creation safely.
- A fresh attempt can complete while old-source preservation remains
unresolved. The service retains that obligation and does not report
those files as recovered.
- Unknown tool mutations remain blocked until their authoritative
receipt owner resolves them. Generic upstream tools have no universal
result-query protocol.
- Recovery and diagnostics stay inside the stack. No Cloud incident
endpoint, notification worker or new outbound reporting channel is
included.

## Model Used

OpenAI Codex, GPT-6 family. The runtime does not expose a more specific
model version or context-window size. The model used reasoning, shell
execution, source editing and browser tools. No model subagents were
used for this implementation.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 19:58:53 -05:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
DottaandPaperclip 2c96f76780 feat(connections): add model-backed prompt injection prevention
Add opt-in OpenRouter checks at existing tool-result boundaries with regex fallback, service accounting, and settings on Connections. Make migration 0362 safe to replay over existing or partially applied schema state.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-20 11:32:25 -05:00
DottaandPaperclip bc091f0a21 fix(recovery): recover retained workspaces before saved messages (#16906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stopped run can leave useful files in its original sandbox.
> - The server keeps that sandbox when it cannot confirm file copyback.
> - The task can then save new user input but offers no safe way to
recover the files.
> - A retry of the old agent turn can repeat work that already finished.
> - This pull request recovers files through the existing workspace
owner and delivers only saved human input.
> - The user can recover a task without certifying infrastructure facts
or losing completed work.

## Linked Issues or Issue Description

Refs #16883 and #16835 for publication receipts and verified process
termination.
Related: #16478 clears stale holds after copyback already succeeded.
This change performs the missing export and records its proof. #16901
manages the main GitHub response comment and does not perform workspace
repair.

**What happened?**

A failed run retained its workspace. A later user message stayed saved
behind a file-repair hold. The task asked the user to verify process
termination and file recovery but offered no repair control. Sending a
message could show an optimistic Working state and move the task to Todo
before admission succeeded.

**Expected behavior**

The harness should recover the original files when it can prove
ownership and termination. It should preserve newer edits and completed
operations. Only waiting user input may start another turn. Missing
evidence must keep the source held with a specific explanation.

**Steps to reproduce**

1. Interrupt a sandbox run before workspace finalization succeeds.
2. Retain its exact allocation and save a user follow-up.
3. Observe the file-repair hold and missing end-user repair path.

## What Changed

- Add source-bound background recovery for native and legacy runs. An
accepted native result is not required.
- Share the physical copyback lock and durable owner. Resume only the
exact stopped allocation, export files, verify persistence and obtain a
fresh stop receipt.
- Persist retry limits and idempotent requests on the existing recovery
record. Limit each server to two background exports. Add an indexed
candidate scan and a separate cleanup obligation.
- Add a task-editor recovery endpoint. Deny agents and viewers. Reject
caller-supplied stop or repair claims.
- Deliver waiting human input once through ordinary admission. Preserve
pause, approval, budget and assignment gates. Require historical
conversational-adapter evidence for legacy-to-Runner continuation.
- Include exact GitHub publication receipts in continuation context.
Preserve unknown effects and the original failed run.
- Show observed recovery progress, a transient-failure retry action and
specific service blockers. Keep saved messages visible. Suppress false
startup feedback and implicit Todo promotion behind a file hold. Hide
unavailable workspace links.
- Update execution semantics, capability maps and production-component
stories.

## Verification

- Red: the original read model failed the new recovery-progress
assertion; the other 23 checks in that file passed.
- Passed: recovery regressions with 28 cases with real PostgreSQL,
files, tar and Git operations. Lifecycle provider calls are controlled
test boundaries. Coverage includes native/legacy export, concurrent
owners, rollback after export, interrupted archive export with a new
database connection, lost replies, historical discovery, durable retry
limits, separate cleanup and saved-input delivery. The actual candidate
query uses its partial index with 3,000 unrelated history rows. A first
automatic repair can bind verified old-controller stop proof without an
accepted native result. Review also reproduced and fixed export-only
continuation and cleanup lost after a committed repair. Cleanup remains
discoverable without waiting input and after task reconciliation.
- Passed: two GitHub integration cases verify that continuation context
carries the existing publication receipt and does not write another
response. Company and task boundaries are checked.
- Passed: 293 continuation, workspace-sync, platform-receipt and OpenAPI
checks. After file repair, actual dispatch retains pause, cancellation,
approval, real budget-policy and assignment gates.
- Passed: 174 route checks, including editor admission, agent/viewer
denial and rejection of fabricated repair claims.
- Passed: 351 task detail, workspace properties and comment-reopen
checks after updating the new read boundaries and asynchronous
workspace-link expectations. Two new route cases keep held tasks Blocked
when a comment is saved.
- Passed: 265 task-thread and recovery-notice checks. The broader
continuation suite also passed; its new legacy migration case first
exposed a gap that the focused recovery suite now covers.
- Passed after rebase: `pnpm -r typecheck` and `pnpm build`. The later
master merge adds an unrelated permission migration; recovery migration
generation and safety checks passed after the merge.
- Passed: token gates, module boundaries, map structure and migration
checks. The recovery index is migration 0360 after current master.
- Browser: inspected the production recovery component and its
retry-to-queued transition with fixture data. The first dev dependency
load failed; a reload after optimization resolved it. This is UI
evidence, not a live provider recovery claim.
- Every test shard passed on final commit `bbbc09efb4`. The older local
`pnpm test:run` was stopped after the complete CI test matrix passed.
Local full typecheck and production build passed. The first CI build
compiled and booted, then lost its runner during the clean public
npm-install check. An isolated retry passed the build, production boot
and clean public npm-install verification.
- Greptile reviewed final commit `bbbc09efb4` at 5/5. All review threads
are resolved.
- The change is not deployed. Hosted recovery remains unverified until
the served revision includes this change.

## Risks

- Recovery crosses process, provider and persistence boundaries. Missing
or mismatched ownership, stop, descriptor or file evidence keeps the
hold. It never selects a replacement allocation or silently starts over.
- File recovery does not certify external action outcomes or authorize
replay. New input still uses normal execution admission.
- Historical sources without sufficient durable evidence can remain
blocked. Destructive reconstruction stays separate.
- The index migration is idempotent. It changes no task data. Snapshot
pruning follows repository policy.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and browser tools.
`gpt-6-astra` assisted earlier investigation. The runtime 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>
2026-10-19 21:51:46 -05:00
DottaandPaperclip d9bcf4dfe8 fix(auth): let Cloud stack admins manage experimental settings (#16907)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People use experimental settings to opt into product features.
> - Cloud stack Admins can manage their company, but cannot save an
experiment.
> - Requiring an Owner role adds unrelated privileges to this workflow.
> - This pull request gives trusted Cloud stack Admins permission to
update experiments.
> - Other instance administration and platform settings keep their
existing checks.

## Linked Issues or Issue Description

**What happened?**

A person with the Cloud stack Admin role receives “Instance admin access
required” when they enable an experimental setting, such as Fast
responses.

**Expected behavior**

Cloud stack Admins can save editable experimental settings. This
permission does not grant general instance-admin authority. Members,
Support users, and agents cannot change experiments. Cloud-managed and
operator-hidden settings remain protected.

**Steps to reproduce**

1. Sign into a Cloud staging workspace as a stack Admin.
2. Open Settings → Experimental.
3. Enable Experimental fast responses.
4. Observe the permission error instead of a saved setting.

**Additional context**

Related: #10343 introduced computed Owner elevation. #15748 added Fast
responses and the company Connections settings page. The roadmap and
existing PRs were checked. This is a small authorization fix for the
existing settings path.

## What Changed

- Derive experiment-management authority from the current trusted Cloud
stack Admin role on each request.
- Apply that authority only to the experimental settings PATCH route.
Keep general settings, environment defaults, and task drain restricted
to instance admins.
- Preserve existing hidden-setting checks, managed feature restrictions,
and activity records.
- Add role and role-downgrade regressions, allowed and denied route
cases, staging coverage, and updated OpenAPI and access documentation.

## Verification

- Before the fix, the Admin fast-response request returned 403 and the
new role assertions failed. The first sandboxed HTTP run could not bind
local sockets; the regression run outside that sandbox reached the
expected authorization failures.
- Focused Cloud actor, settings route, managed-overlay, and health
tests: 149 passed.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- `pnpm -r typecheck` and `pnpm build` pass.
- Greptile reviewed commit `7c33b90066121f03183579d2fae2650755e025e4` at
5/5. Its one style finding is fixed and resolved.
- The full local `pnpm test:run` did not pass. It reported two early
collection failures before workspace build outputs were ready and a
15-second timeout in the unchanged AgentMail recovery test. The run was
stopped after those failures while the full CI suite continued. No full
local-suite pass is claimed.
- The first current-head CI attempt failed the unchanged Runner test
“preserves a real listening process and its marker when a health RPC
times out” with `runner_remote_process_identity_unavailable` /
`process_identity_changed`. The test passes in a local isolated run.
This recovery does not establish the CI failure's cause. [Failed
job](https://github.com/paperclipai/paperclip/actions/runs/39332989655/job/118336142261).
The failed shard passed on its single rerun. The failure cause remains
unconfirmed. All CI checks on commit
`7c33b90066121f03183579d2fae2650755e025e4` are now green. [Final CI
run](https://github.com/paperclipai/paperclip/actions/runs/39332989655).
- No deployed staging behavior is claimed. Manual acceptance after
deployment: as a stack Admin, enable Fast responses, reload, and confirm
Connections appears. Confirm Members and Support users still cannot save
experiments.

## Risks

- This intentionally extends experimental settings write access to Cloud
stack Admins. It does not persist an instance-admin role or expand other
instance controls.
- Production retains its existing managed feature policy. Staging
retains its editable experiment allowlist and protected execution and
owner-elevation settings.
- No database migration or UI change is required.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:48:00 -05:00
DottaandPaperclip e5927e1db9 fix: give commentary its own default read permission (#16903)
## Thinking Path

> - Paperclip lets people manage AI agents and inspect their work.
> - Commentary collects agent suggestions and complaints for company
members.
> - Commentary used the permission for detailed agent-action audits.
> - Owners, admins and viewers could therefore receive a permission
error when they opened Commentary.
> - This pull request gives commentary its own permission and enables it
for all human company roles.
> - Members can read feedback while task privacy and detailed audit
access keep their own checks.

## Linked Issues or Issue Description

Refs #16884, which added the Commentary browser. A search found no open
PR for this permission fix.

**What happened?**

Commentary returned `Missing permission: audit:view_agent_actions` for
company members without the detailed audit grant. Default owners, admins
and viewers did not receive that grant.

**Expected behavior**

All human company roles can read commentary by default. A separate
`commentary:view` permission controls this access. Private source tasks
remain private. Commentary access does not grant detailed agent-action
audits or CSV exports.

**Steps to reproduce**

1. Sign in as an active company owner, admin or viewer without
`audit:view_agent_actions`.
2. Open Audit, then Commentary.
3. Observe the permission error before this change.

**Paperclip version or commit**

Base commit: `7c58ea07b2`.

**Deployment mode**

Authenticated server or Cloud tenant.

## What Changed

- Add `commentary:view` to the shared permission contract and all human
role defaults.
- Require that permission for commentary list and detail reads.
- Add an idempotent upgrade migration for existing active human members.
Preserve existing grants and scopes.
- Add the commentary default when approving saved human invitation
grants that omit it, including pre-upgrade invitations. Preserve
explicit commentary scopes.
- Add regression coverage for role defaults, permission removal, audit
separation, private tasks and migration replay.
- Update the API description, specifications, database notes and access
maps.

## Verification

- Passed 68 tests across commentary reads, role grants, old-invitation
HTTP acceptance, migration replay, agent audit routes, access services
and migration snapshot drift under the repository's locked dependencies.
- Confirmed the new role and read tests failed before the
implementation.
- `node scripts/check-maps.mjs` passed.
- Migration numbering and safety checks passed during the build.
- Full `pnpm -r typecheck` and `pnpm build` passed locally after the
invitation fix.
- The final-commit CI matrix passed, including all test shards,
typecheck, build, public-install checks and canary smoke. The redundant
local `pnpm test:run` was stopped after the full CI matrix completed;
the 68 focused local regressions passed separately.
- The first install bypassed the stale lockfile and selected a newer
diff-viewer API. The initial typecheck and build failed in that
unrelated plugin. Installing the locked versions cleared both failures;
the tracked lockfile is unchanged.
- The first locked-dependency regression run hit the 15-second limit
while importing the audit route graph in its first test. Moving that
import into suite setup fixed the timeout; all 58 regressions then
passed.
- Greptile found that pre-upgrade invitations retain old grant lists.
New helper and HTTP regressions reproduced this gap before the fix, then
passed after approval added the missing commentary default.
- Greptile reviewed the final commit at 5/5 with no remaining actionable
findings. Its earlier thread is resolved.
- No UI code changed. The permission tests use real disposable
PostgreSQL databases and HTTP routes.

## Risks

- The upgrade deliberately enables commentary for every existing active
human company member, including viewers. Existing commentary grants
retain their saved scopes.
- Source-task privacy still filters previews, counts, searches and full
messages. Agent-authenticated browsing remains denied.
- Agent-action audit grants, detailed filters and CSV export permissions
keep their current behavior.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository editing and
command execution. The exact runtime model ID and context window are not
exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:58:17 -05:00
DottaandPaperclip 7c58ea07b2 fix(issues): guard prepared task promotion by status version (#16893)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Integrations can prepare a backlog task before its assigned agent
starts.
> - A person can change its status or assignment during preparation.
> - An unconditional promotion can replace that newer decision.
> - Safe promotion needs a saved revision that includes every assignment
path.
> - This pull request checks that revision under the task row lock and
derives policy cleanup from the locked row.
> - The benefit is safe initialization recovery with the existing
company, task, and run authority.

## Linked Issues or Issue Description

Prerequisite #16896 has merged. This PR now targets master and contains
only the conditional promotion API. The prerequisite fixed the confirmed
baseline first-upload browser regression.

**What happened?**

A client that saves a task's initial documents and then sends an
unconditional status update can override a concurrent status or
assignment decision. The update validator previously dropped an expected
version, so clients could not make this promotion conditional. Some
direct assignment and release paths also did not advance the revision.

**Expected behavior**

A prepared task moves from backlog to todo only if its original status
and assignment revision still matches. A stale request returns 409
before a task mutation, audit publication, or wake. Policy cleanup
preserves unrelated saved settings.

**Steps to reproduce**

1. Create a backlog task and save its statusVersion before preparing it.
2. Release its assignment, or change an assignee and then restore that
assignee.
3. Send `{ "status": "todo", "expectedStatusVersion": <original
revision> }` to its PATCH endpoint.
4. The stale promotion must return 409. A matching revision on an
unchanged backlog task must succeed.

Duplicate and related PR searches found no existing prepared-task
promotion fix.

## What Changed

- Accept an optional nonnegative expectedStatusVersion for exactly a
status-only backlog-to-todo promotion. Reject extra public fields before
parsing can discard them.
- Check the current revision and backlog state under the issue row lock.
Reject stale requests before checkout adoption or execution-control
effects.
- Add SQL migration 0358 to advance the revision for both assignee
fields at the database boundary. Release, administrative release, direct
writes, and assignment round trips now invalidate an old version.
- Derive guarded policy cleanup from the locked row. Preserve review
limits and protected authorization when removing a monitor. Reject
derived ownership changes or review decisions.
- Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and
policy regression coverage. Update the response type, OpenAPI, developer
docs, and access map.

## Verification

- Red before the initial fix: stale requests returned 200 instead of
409, validation removed the expected version, and a stale active task
could adopt a checkout.
- Review found two further defects. Four new release/direct-assignment
tests showed unchanged revisions. The real HTTP/service test returned
422 for a valid two-field promotion after monitor cleanup. Helper tests
also proved that cleanup lost valid review limits and protected
authorization. All now pass after focused repairs.
- Green: 124 route and policy tests, including 7 real Express/PostgreSQL
cases, 37 existing route tests, and 80 policy/helper tests. The real
row-lock race preserves a policy edit committed while promotion waits.
- Green: all 23 database client tests, plus 9 focused assignment and
replay checks. Historical migration 0227 receipt recovery cannot remove
the new assignment trigger. Reapplying migration 0358 leaves existing
rows unchanged and installs one trigger. Combined status/assignment
writes increment once; unchanged assignees do not increment.
- Earlier verification passed all 218 schema/route/service cases and the
generated OpenAPI capability test. Rebased focused regressions passed
all 27 selected cases. Final server TypeScript passed after all repairs;
shared TypeScript passed. Migration safety/numbering, five-snapshot
retention, map validation, and diff checks pass.
- The baseline browser attachment case failed twice on the earlier head.
Separate #16896 proved the lost-composer cause, passed 335 component
tests and the real first-upload journey, and has green CI with a 5/5
review. No assertion or timeout was weakened.
- Some early local checks were blocked by missing or stale sibling
dependency artifacts. This worktree now has its own frozen offline
install and standard SDK prerequisites. The failures and successful
reruns remain in the task evidence.
- Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5`
passed all CI (55 successful checks and one neutral), Greptile 5/5, and
a secondary source review at 5/5 with no unresolved findings. The
secondary reviewer did not execute project tests, inspect CI, or
exercise a live agent journey. Earlier incomplete and must-fix
assessments remain visible; both established findings are repaired
above.
- After #16896 merged, all five CAS commits were rebased onto master
`87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was
regenerated because master added another 0357. Range comparison shows no
other change to the CAS patches; inherited UI commits are absent. The
original head is preserved locally.
- Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124
route/policy tests, 9 selected assignment/promotion tests, and all 24
database client/snapshot-drift tests. Database build, migration checks,
generated snapshot linkage, five-snapshot retention (0354–0358), maps,
and diff checks pass. Fresh-head CI and review are pending. No
deployment or live agent journey was performed for this API.

## Risks

- The guard supports prepared backlog promotion only. Other statuses or
mixed public mutation fields return 422. A stale revision or non-backlog
row returns 409.
- Preserve the original version from a server that already advertises
this guard before initialization. Older versions did not track every
assignment path. Reconcile older or uncertain initialization instead of
fetching a new revision and blindly retrying.
- Migration 0358 is SQL-only and idempotent. It adds no table, column,
or task backfill. Its separate trigger survives historical
status-migration replay.
- Existing authorization and unguarded updates remain in place. Guarded
promotion does not provide a general lifecycle or review-stage control
API.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and context
window are not exposed by this session. Used tool calls, code execution,
and test-first regression verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 16:27:11 -05:00
DottaandPaperclip ac9459bae3 feat: configure company agent observability (#16874)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Companies use several agent harnesses and execution environments.
> - Operators need one place to select where native agent logs and
traces go.
> - An inference proxy would add a dependency to the agent request path.
> - This pull request supplies native OpenTelemetry settings to managed
Codex and Claude Code processes.
> - Company secrets protect destination credentials. Export failure does
not change the task result.

## Linked Issues or Issue Description

**Subsystem affected**

Company settings, shared contracts, database, server, adapters, and
runner.

**Problem or motivation**

An operator cannot configure a company destination for native agent logs
and traces. Manual harness configuration is hard to apply across local
and remote execution.

**Proposed solution**

Add one company destination: Braintrust or a custom OTLP HTTP/protobuf
endpoint. Apply a transient snapshot when execution preparation starts.
Keep credentials out of API reads, task environment manifests, recovery
files, and command arguments. Replace a warm process when its export
settings change and preserve its conversation.

**Alternatives considered**

Multiple destinations can use a user-operated collector for fan-out.
This change does not add a collector, an inference proxy, or transcript
scraping.

**Roadmap alignment**

This extends company settings, secret management, and support for
multiple harnesses. The maintainer requested this implementation.
Searches for observability and Braintrust found no duplicate company
destination feature. Related infrastructure tracing work in #16236 has a
separate content-free contract.

## What Changed

- Add strict schemas, revision checks, encrypted secret storage,
activity records, and board-only settings routes.
- Add explicit synthetic logs and traces tests with a bounded HTTP
request and sanitized results.
- Supply native Codex configuration and Claude Code environment values
through local and remote launch paths.
- Preserve Codex login refresh through the existing managed credential
link. Retain unsaved drafts across background reads. Require complete
custom header re-entry when the endpoint origin changes.
- Separate process export compatibility from conversation identity.
Isolate generated Codex configuration and preserve resumable sessions,
including remote home refresh after export changes.
- Advance the immutable Pi/Copilot source attestations for shared
environment and sidecar code changes. Keep their provider payloads
unchanged and retain prior identities for decoding.
- Redact destination credentials throughout launch diagnostics and HTTP
logs.
- Add the production settings form, Storybook states and journey,
documentation, and feature/access map entries.

## Verification

- Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks
exported to Braintrust. API readback and the Braintrust UI showed the
test records. A real remote Daytona Codex task exported through the
legacy `exec` path.
- Live tests exercised content capture off, export disabled, warm
conversation reuse, and a destination that accepted connections but
never replied. Agent work succeeded and export requests stopped at the
configured three-second timeout. The UI connection test returned “Test
payload accepted”; the saved API key stayed masked after reload.
- All current-head CI test lanes, typechecks, packaging/build checks,
and required aggregates passed on
`71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI
run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)).
Greptile completed on that exact commit at 5/5, with zero unresolved
review threads. The additional optional Paperclip Review check remains
queued waiting for its assigned agent.
- Local workspace typecheck and build passed. Focused verification
included 239 combined runner tests, 789 API/native-session tests, 107
Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the
affected Rust suites. Migration, token, map, Storybook catalog, and
Storybook build checks passed during acceptance. These checks ran at the
relevant implementation or merge boundary; the current-head CI is the
complete final gate.
- Managed AI credential projections now receive enabled and disabled
company export settings; genuine caller-owned Codex homes remain
untouched. Two regressions reproduced the skip before the repair. All
276 engine/lifecycle tests and adapter-utils typecheck pass afterward.
The launched TOML retains provider/MCP settings, credential continuity,
and redaction.
- Settings saves, removal, and the real company-deletion owner acquire
secret mutation ownership before database locks. PostgreSQL NOWAIT
probes cover all three paths; concurrent save/rotation/removal/deletion
requests settle correctly. The affected suites passed 137 tests,
followed by all 32 service/connection cases after expanded deletion
coverage. Server and Codex adapter typechecks pass.
- Codex source profiles use the effective CLI argument list. A spawned
fixture CLI reproduced both ignored-argument failures; all three
precedence/fallback cases now pass.
- Real tar staging reproduced remote conversation loss in both API-key
and subscription modes before the repair. Both now pass: changing
managed settings preserves sessions, archives, native indexes, and
refreshed subscription credentials. A corrupt upload preserves the prior
config and conversation.
- Preserved failure evidence: initial CI caught stale Pi/Copilot source
attestations, a missing test-harness helper, and packaging fixture/probe
mismatches; those were corrected and covered by focused checks.
Superseded heads had intermittent attachment-composer timeouts despite
successful uploads; [the original trace and screenshot remain
available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203).
The same attachment case passed on the final head: [25/25 tests in shard
3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051).
- A connection-fault fixture also exposed a stale pooled socket after
its hang case; closing fixture responses isolated scenarios and the full
affected suite passed.
- The broad local test run was not clean: database resource failures,
timeouts, an older cached module graph, and a stale optional-resource
manifest assumption were recorded. Focused checks passed after the
documented fixes. This does not establish a clean full local pass.
- Native remote Codex, remote Claude, and the full ACPX Codex bridge
remain unqualified. The direct Codex resume test does not establish full
bridge acceptance.

## Risks

- Native exporters perform network requests from each execution
environment. A server connection test does not prove remote
reachability.
- Prompts, assistant responses, and tool content are enabled by default
when supported. Native caps and harness-specific controls still apply.
- Caller-owned Codex homes are unsupported for automatic configuration
and remain untouched.
- Native harnesses and their tool processes can inspect export
credentials. The settings form and documentation advise using
ingestion-scoped credentials. Retained headers remain bound to their
saved scheme, host, and port; changing origin requires fresh values or
removal.
- Migration 0357 adds a company-scoped row and secret reference. It is
safe to reapply. Secret removal and company deletion use the existing
secret lifecycle.
- Slow or unavailable destinations must not block task settlement.
Export settings take effect at the next execution preparation boundary.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 15:36:04 -05:00
DottaandPaperclip e6dcd1e8e9 feat: add Commentary to Audit with filters and shareable messages (#16884)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can submit suggestions and complaints while they work.
> - Operators currently need database access to read those messages.
> - That makes it hard to find feedback from one agent or share a
specific message.
> - This pull request adds a standard Commentary tab in Audit.
> - Operators can filter messages, browse 50 at a time, and share links
to full message dialogs.

## Linked Issues or Issue Description

Refs #15367, which added feedback storage and agent submission. The
duplicate search found no open PR for a commentary reader.

**Subsystem affected**

Server, shared API contracts, and the board UI.

**Problem or motivation**

Agent suggestions and complaints are stored but have no board reader.
Operators must query the database to inspect feedback.

**Proposed solution**

Add Commentary to Audit without an experimental toggle. Show previews,
agent and message-type filters, text search, and 50-message pages.
Opening a row updates the URL. A copied URL opens the full message with
its agent, task, and run context.

**Alternatives considered**

Direct database queries remain useful for operators, but do not provide
a normal product workflow. An experimental setting would add setup to a
read-only audit page.

**Roadmap alignment**

This completes the operator view for the existing feedback feature. It
supports human oversight and does not change agent execution or task
ownership.

## What Changed

- Add company-scoped, board-only list and detail endpoints with audit
permission and source-task privacy checks.
- Return bounded previews and counts. Fetch full bodies only when a
message opens.
- Add the Commentary tab, search, filters, 50-row pagination, and
URL-based selection. Audit tab destinations work in both layouts, with a
classic sidebar entry for Commentary.
- Add production Storybook examples for populated, filtered, linked,
long, paginated, empty, loading, failed, denied, mobile, and light
states.
- Update API documentation and the feature and agent access maps.

## Verification

- Final head `abc4a251c14cfbfec007542214beec528f2b18bf`: 55 checks pass;
two conditional Storybook checks are skipped. The PR workflow is
successful. Greptile is 5/5 with all findings resolved.
- Focused database, HTTP, submission, OpenAPI, and UI regression tests
cover company isolation, task privacy, filter bounds, 50-row pagination,
and copied message links.
- Browser Storybook journeys cover row opening, direct links, combined
filters, search, and pagination. Storybook uses synthetic API fixtures;
database authorization is tested separately.
- Token gates, feature maps, and Storybook catalog validation pass.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm build-storybook` pass on
the rebased branch. All 80 focused tests and all 37 Audit tests pass,
including the real App route table in both layouts, task
grant/revocation through HTTP, deleted-task privacy, and URL UI
regressions. The full suite passes in the parallel PR CI matrix. The
local serial full-suite run was stopped before completion after checking
the recorded 94-minute serial duration. Local focused tests, workspace
typecheck, production build, and final server/UI checks pass.
- The linked-message Storybook test initially asserted against the
loading dialog. It now waits for the message body; both direct-link and
row-open journeys pass.
- Native and legacy deleted-task privacy regressions failed before the
fix and pass afterward. The reader checks the run task binding after the
task foreign key clears.
- A rapid search-then-agent-filter browser regression reproduced the
search overwriting the selected agent. The pending search now restarts
when URL filters change. The same browser test passes with both filters
applied.
- CI found two existing AuditHub assertions that still expected five
tabs. They now assert the six-tab model and selected-company Commentary
rendering. All 37 Audit tests pass. All other test and build jobs passed
before this test-only correction.

- The [agent-chat attachment browser
test](https://github.com/paperclipai/paperclip/actions/runs/39307881171/job/118250189664)
timed out waiting for an attachment preview. The [same shard passed on
the prior
head](https://github.com/paperclipai/paperclip/actions/runs/39306658703/job/118245498343)
with identical application code; the intervening change only updates
AuditHub unit tests. The single retry passed on the same head. The
precise cause of the earlier failure remains unconfirmed.

## Risks

- Commentary may contain sensitive task context. The reader requires
board access and audit permission, and filters source-task visibility
before returning previews, counts, or full bodies.
- Text search scans stored message bodies. Pages are bounded and full
bodies are fetched on demand.
- Offset pagination can shift if new messages arrive while paging.
Ordering uses timestamp and ID for stable ties.
- No database migration or agent submission behavior changes are
required.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, tool use, browser
interaction, and code execution. The exact backend model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 14:21:13 -05:00
DottaandPaperclip 3e5a9f5afe perf(ui): load recent tasks with bounded summaries (#16851)
Replace passive recent-task detail reads with bounded, authorized summaries. Keep account isolation, stored history, task actions, and live recovery behavior.

Overlap access checks with shell settings and avoid duplicate session and health reads on the first healthy socket opening. Retain domain reconciliation.

Add focused coverage and local performance evidence. Isolate the existing cache capacity test from entry expiry on slow CI runners.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-19 12:13:28 -05:00
DottaandPaperclip 9077748894 Remove the Pipelines experiment and preserve its data (#16834)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Pipelines was an unused experiment with its own UI, API, CLI, and
automation.
> - Keeping it leaves unsupported product surfaces and extra task-detail
queries.
> - Removing the experiment must preserve data that users already saved.
> - This pull request removes the feature and keeps its database schema
and migration history.
> - Cases and Routines remain available as separate features.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Remove the unused Pipelines experiment across the application.

**Current behavior**

The experiment includes pipeline boards, stage settings, case
automation, review queues, learnings, permissions, and CLI commands.
Task detail also queries pipeline links.

**Proposed behavior**

Remove all these product surfaces and their implementation. Preserve
existing tables, records, and documents. Ignore the retired boolean in
older managed configurations so upgrades still start.

**Breaking changes**

Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are
removed. Task detail no longer includes the old `linkedCases` field. The
independent Cases API remains available. No database migration or
cleanup is included.

Related feature work: #7907, #9110, #10905, #11375, #13004, #14671,
#16133. Related issues: #9663, #10310, #10312. This removal supersedes
the feature; it does not implement those pending enhancements or delete
their saved data.

## What Changed

- Remove Pipeline UI pages, navigation, gates, clients, query keys,
helpers, and unused design tokens.
- Remove Pipeline REST routes, services, automation dispatch,
task-detail queries, and OpenAPI discovery.
- Remove the CLI commands, shared contracts, experimental flag, catalog
entry, and permission defaults.
- Remove feature-specific tests, tutorials, smoke scripts, maps, and
Storybook examples.
- Preserve database schema, migration history, and the reserved document
key used by old records.
- Keep Cases routes independent and cover obsolete stored and managed
settings.

## Verification

- Passed: `pnpm build` and `pnpm -r typecheck`.
- Passed: targeted settings, managed configuration, sidebar, settings
UI, routing, and feature-catalog tests. A first sidebar run caught a
shared Workspaces icon import; the import was restored and the sidebar
rerun passed.
- Passed: 40 tests covering Cases routes, OpenAPI discovery, retained
Pipeline table constraints, and schema snapshot drift.
- Passed: token gates, map validation, generated API metadata check,
Storybook catalog validation, and 28 map/catalog tests.
- Passed: isolated local browser verification of navigation and
Experimental settings with Pipelines absent; Cases and Routines still
open normally. Live GET/POST requests to retired Pipeline endpoints
return 404, and the retired setting is absent. CLI help has no Pipeline
commands.
- Passed: 22 access-service and agent-default-grant tests after
restoring unrelated permission assertions flagged in review.
- Local full run: `pnpm test:run` reported one failure in the unchanged
workspace-runtime port-allocation test. That test passed in an isolated
rerun. The long local run was stopped after full CI passed; it is not
reported as a complete local pass.
- Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2
conditional checks skipped), including build, typecheck, test shards,
and browser suites. Eleven interrupted CI jobs reported “The operation
was canceled”; their one-time retry passed. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39255211006).
- Greptile: 5/5 on the final commit, with the only review finding fixed
and resolved.
- Sandbox socket restrictions affected the first build/API test
attempts. The same commands ran with local sockets available.

## Risks

- Existing Pipeline clients must stop using the removed endpoints and
commands.
- Existing data remains in the database and backups, but the removed UI
no longer displays it.
- Historical boolean `enablePipelines` values are ignored. They cannot
restore the feature.
- Cases and Routines must retain their separate behavior. Targeted route
tests cover this boundary.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, editing, shell
execution, and browser verification. The exact deployed model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 08:09:46 -05:00
DottaandPaperclip 7c7d2d8d2c fix(runtime): continue from saved sources after workspace loss (#16690)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runtime must preserve saved work and prevent duplicate
execution.
> - Older cleanup could destroy a sandbox before its workspace export
finished.
> - The existing recovery controls require either the original sandbox
or recovered original files.
> - Surviving attachments can support a rebuild, but they do not prove
that missing edits were recovered.
> - This pull request adds an explicit reconstruction decision and one
fresh continuation through the normal execution gates.
> - Operators can continue useful work while the original failed run
remains truthful.

## Linked Issues or Issue Description

**What happened?**

A historical failed export can have an accepted result, a prepared
workspace descriptor, and a confirmed destroyed sandbox. Its notice can
also say `new_source_execution_path` and disappear. The task then has
neither a truthful original-file repair path nor a supported
reconstruction path.

**Expected behavior**

Keep the missing-file obligation visible. Let an authorized operator
choose surviving task attachments and record lost work and external
action outcomes. Start one fresh continuation after current execution
checks. Keep the old result and failed export intact.

**Steps to reproduce**

1. Seed a failed native export with a prepared descriptor and an exact
destroyed-lease receipt.
2. Resolve its notice with the historical `new_source_execution_path`
bookkeeping value.
3. Read the task. The baseline hides the hold even though no source
reconciliation exists.
4. With this change, choose **Continue from saved sources** and submit a
reconstruction decision.

Related public work: #16451 preserves healthy warm sessions. #16583
prevents destructive cleanup of unexported work. This change handles
historical source loss that those fixes cannot undo. Searches of open
and closed work found no equivalent reconstruction endpoint.

## What Changed

- Add a board-only reconstruction endpoint with `runtime:manage` and
task visibility checks.
- Validate the exact run, result, descriptor and destroyed lease. Reject
active copyback, competing owners, newer work, stale task status, and
foreign attachments.
- Record attachment hashes, missing work, and external action outcomes.
Preserve the original failed run, accepted result, prepared descriptor
and terminal failure.
- Hold other continuation paths until the durable reconstruction intent
admits its successor. Record that successor in the same transaction and
preserve the retry count.
- Add an operator control that distinguishes reconstruction from
original-file recovery. Update the recovery runbook and capability maps.

## Verification

- Exact baseline source returns no blocker for the destroyed-source
fixture. The same fixture returns a required recovery hold with this
change.
- New real PostgreSQL and assembled API/heartbeat suite: 25/25 pass. It
covers duplicate submissions, lost acknowledgement, context reset,
source identity, task ownership, concurrent execution attachment scope,
later human blocks, deleted sources and agent pause.
- Existing export retry, explicit continuation and recovery-action
suites: 386 cases pass. One new-fixture constraint error in the combined
run was corrected; the full new suite then passed.
- UI recovery suites: 46/46 pass across three files. They cover disabled
actions, loss acknowledgement, failure retention and runtime authority.
- `pnpm -r typecheck` and `pnpm build` pass. The first sandboxed
typecheck attempt could not open the TypeScript IPC socket; the
authorized rerun passed.
- Module boundaries, map checks, token gates and diff whitespace checks
pass.
- OpenAPI route coverage: 21/21 pass. The first CI head exposed a
missing endpoint registration; this head adds the registration and the
focused suite passes.
- Review identified a missing dispatch-time check and an isolated
attachment cache. Both are fixed. Claim and final handoff recheck the
exact successor, sources and current execution gates. A controlled
post-claim operator block prevents the assembled heartbeat from entering
the provider. The shared attachment cache refreshes uploads and removes
deleted selections.
- Final focused run: 180/180 pass across six suites, including
reconstruction, existing dispatch/stale-queue contracts and UI recovery.
- A second review reproduced cancellation by an already satisfied
historical connection card while the task was `todo`. Read-only
connection availability now works before checkout; active-task mutation
checks remain strict. The baseline failed two cases; after the fix all
74 connection and reconstruction tests pass, including revoked access,
pending questions and pending approvals.
- All current-head CI gates pass on
`9d197236da11fa24f1ceadf5589cb2b81179d824`, including general/serialized
tests, Runner, build and browser gates. Greptile is 5/5 for that exact
head with no unresolved threads. The full local `pnpm test:run` is still
running its serial server group; no full local pass is claimed. Live
staging recovery is pending deployment.

## Risks

- Reconstruction cannot restore missing bytes. The operator must
identify surviving sources and actions that must not be repeated. The
agent must verify those attachments before rebuilding.
- This path is limited to exact, confirmed destroyed remote sources with
an accepted result. Retained or uncertain sources keep their existing
repair path.
- No schema migration, credential change, budget increase or
warm-session policy change is included. Normal pause, ownership, budget,
approval and dispatch gates still apply.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, tool use and code execution.
The session does not expose an exact backend model ID or context-window
size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-17 22:57:10 -05:00
DottaandPaperclip e6dcc6b095 Connect personal Muse through secure native execution and Vault OAuth (#16448)
Add company-scoped Muse native control, OAuth, wake receiver and recovery.

Recheck current authority after waits and before effects or receipt replay. Preserve task-read scope, assignment expiry, independent holds, nonblocking reassignment and truthful cleanup provenance.

Retain source trust on progress comments and verify current Muse V8 authority through real signed-JWT HTTP requests. Preserve the upstream trimmed ordinary authentication lookup.

Refs #16448.

Preserve captured canonical queue recovery and concurrent environment preparation while retaining the scoped Muse V8 exclusion. Normal migration 0354 and existing Muse SQL remain unchanged. Fresh current-head Greptile review is 5/5 with the project-write finding addressed. Required CI and independent technical review gate the merge; maintainer override is reserved for formal approval rules.

Recheck current Muse project-write authority after all receipt/task/run/admission waits, before creation or replay. Real PostgreSQL regressions reproduce four late effects/replays on the old route; the repaired three-file treatment passes 354 cases with no skips, and the scoped server typecheck passes. Ordinary/Dot behavior is preserved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-17 22:44:36 -05:00
Devin FoleyandPaperclip 35b3345033 fix(server): support issue monitor deadlines in idle sleep reports (#16325)
## Thinking Path

> - Paperclip manages work for companies and AI agents.
> - Hosted workspaces can sleep when their required work has a safe wake
path.
> - The current idle check treats every open issue as background work.
> - Backlog, unassigned and human-waiting records can therefore keep an
idle process running.
> - Future automated monitors still need their saved check time and
execution claims.
> - This PR adds a signed host capability for passive issues and
verified monitor deadlines.
> - The host can save one alarm for the earliest required routine or
monitor time.

## Linked Issues or Issue Description

**What happened?**

A quiet workspace with a backlog or unassigned todo issue reports
background work as present. A future issue monitor also prevents sleep
even when the host can save a durable wake alarm.

**Expected behavior**

Proven passive records can sleep. A validated future monitor can sleep
only after the host saves its alarm and validates the same owned report.
Active, unknown and unresolved work stays awake.

**Steps to reproduce**

1. Create a quiet workspace with an unassigned todo issue and no other
work.
2. Acquire a bounded, signed Cloud idle hold.
3. Request the routine-only safety report with `scheduledWake=1`. The
issue blocks sleep.
4. Request the new capability with `scheduledWake=2`. A passive issue
can now report no work.
5. Add a valid future monitor to an assigned in-progress issue. The
second capability returns its saved deadline for host acknowledgement.

**Paperclip version or commit**

Base: `c30fb7d2b75ea30f72d63656b2a7cfff7fe0929d`.

**Deployment mode**

Cloud-managed authenticated instance. Local scheduling remains in the
existing scheduler.

Related protocol:
[#16215](https://github.com/paperclipai/paperclip/pull/16215). Open
scheduler and monitor PRs were checked for overlap. This change leaves
monitor admission, dispatch and quota recovery with their existing
owners. The roadmap already includes scheduled work; this is a focused
idle-safety extension.

## What Changed

- Add signed scheduling capability `2`; capability `1` retains the
routine-only rules.
- Allow untouched onboarding prompts with idle assignees to sleep using
the same awaiting-user predicate as recovery; typing, answering the
opening card or a prior run removes the exemption.
- Inspect passive issue state and future monitors in the same bounded,
read-only snapshot as other work.
- Check ownership, company scope, known states, claims, policy/deadline
agreement, attempts, timeout and dependency repair.
- Combine routine and monitor deadlines into a known proof kind and
catalog generation.
- Preserve other sleep blockers, including task watchdogs,
conversations, live runs, external credentials and recovery.
- Update the protected route, OpenAPI contract, documentation and
PostgreSQL regression tests.

## Verification

- Full workspace typecheck and build passed. Final server typecheck and
full build passed after the final guards.
- Initial safety, scheduling, protected-route and control-authentication
checks: 326 tests passed.
- Final safety and heartbeat scheduling checks: 253 tests passed.
Includes reporting a future deadline, restoring scheduling from
PostgreSQL and one dispatch across competing schedulers.
- Local general server checks: 20,260 passed; UI: 8,460 passed; CLI: 534
passed, including isolated reruns of two embedded-PostgreSQL startup
failures. All remaining workspace groups and 158 serialized suites
passed. The suite was completed in groups after the isolated
infrastructure retries; the final onboarding change also passed the
focused 674-test recovery/safety run. Earlier unchanged Git fixtures
failed under Xcode's system `init.defaultBranch=main`, reproduced on the
clean base and passed with a test-scoped fixture default; no source or
machine configuration was changed.
- Rebased issue, protected-route and scheduler checks: 115 tests passed;
server typecheck passed.
- The expanded change passed 674 idle-safety, scheduling and recovery
regression tests, including six onboarding admission/invalidation cases.
Final server typecheck and build passed.
- Current-head Apex is 5/5 with no unresolved threads. All 54
current-head checks passed, with two expected skips. Four jobs were
interrupted by runner shutdowns or lost communication on their first
attempts; their targeted reruns passed. Live hosting qualification
awaits the verified master release and matching host capability.

## Risks

This intentionally covers a limited set of passive states and valid
future monitors. Assigned active tasks without a proved waiting path,
unknown states, claimed monitors and quota recovery still block sleep.
It does not make every open issue safe to sleep.

A matching host must recognize `routines_and_issue_monitors`,
acknowledge the durable alarm and revalidate the exact owner, generation
and deadline before stopping. The report alone grants no stop authority.
Older hosts retain capability `1`. Independent database writers remain
outside the admission contract. Existing scheduler claims and execution
authority are unchanged. No schema migration is required.

Roll back host negotiation to capability `1` to restore conservative
admission, while retaining alarm delivery until outstanding alarms have
been handled.

## Model Used

- OpenAI GPT-6 (Codex), with repository editing, command execution and
GitHub tools. The exact deployment ID and context-window metadata are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 15:39:46 -07:00
DottaandPaperclip ebeac833a6 perf(runs): bound history and reduce repeated context reads (#16286)
## Thinking Path

> - Paperclip helps operators manage AI agents and inspect their work.
> - Run history supplies recent execution records to the board and API
clients.
> - The list repeats eight reads of a large stored JSON context.
> - A caller can also omit the limit and read the complete history.
> - This pull request expands context fields once and bounds every list
read.
> - The benefit is lower database cost and bounded redaction work.

## Linked Issues or Issue Description

Refs #958. Related community reports: #13962 and #10631. This is an
independent implementation. It does not use their commits or code. It
covers the history bounds reported in both. Process memory monitoring
from #10631 is outside this change.

**What happened?**

The run-history query repeatedly extracts fields from large context
JSON. Requests without a limit also load every historical run before
authorization and redaction. Accumulated staging query statistics showed
271 ms for summary history and another 58 ms for its redaction lookup.

**What did you expect to happen?**

Normal reads must use a bounded recent history. Context projection must
preserve the existing values and privacy behavior with less repeated
database work.

**Steps to reproduce**

Run the disposable benchmark below against the baseline revision. It
creates 1,400 synthetic runs with 192 KiB contexts. It compares the
exact service SQL and every returned column for both summary and full
history.

## What Changed

- Expand context fields with one lateral record projection. Preserve
non-object legacy contexts and the first-class issue binding.
- Enforce a 200-row default and a 1,000-row maximum in the route and
service.
- Apply the default in the shared UI client, including both agent detail
implementations.
- Preserve response arrays, authorization, result projection and secret
redaction.
- Fetch older linked runs by ID in both agent pages. Check company and
agent scope, navigation races and visible retry errors.
- Update OpenAPI, data-path documentation and capability maps.
- Add real PostgreSQL and HTTP regressions plus a reproducible
benchmark.

## Verification

- Local benchmark: summary history 37.72 ms to 19.34 ms; full history
37.84 ms to 19.01 ms. All 200 complete positional rows match in each
comparison. These are synthetic local SQL timings, excluding HTTP and
redaction.
- History, route, privacy and redaction suites: 160 server tests passed
across six files. Twenty-two UI API, selection, run-panel and
log-visibility tests passed. Both agent-page variants render an older
linked run with an empty history page on desktop and mobile.
- `pnpm -r typecheck` and `pnpm build` passed.
- Map validation and `git diff --check` passed.
- All current-head CI and security checks passed, including the full
general and serialized suites, browser shards, Runner verification and
build. Greptile reviewed the exact commit at 5/5 with no remaining
findings.
- The full local sweep began before the final compatibility fixes. It
was stopped after the final commits passed complete CI. The focused
local suites listed above passed on the final code. Before interruption,
the broader local sweep passed 31,743 tests across the general server,
UI and several package groups, with no reported failures. The full local
command is not claimed as a completed pass.

```sh
pnpm --filter @paperclipai/server exec vitest run src/services/heartbeat/run-state.test.ts src/__tests__/heartbeat-list.test.ts src/__tests__/agent-live-run-routes.test.ts src/__tests__/run-secret-redaction.test.ts src/__tests__/heartbeat-run-privacy-routes.test.ts
pnpm --filter @paperclipai/ui exec vitest run src/api/heartbeats.test.ts
pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-run-history.ts --baseline-ref=1e731520bb
```

## Risks

- Clients that relied on an unbounded array now receive 200 rows by
default. Explicit limits allow up to 1,000. This change does not add
pagination.
- Legacy context conversion must stay identical. Real database
regressions cover null, array, scalar, nested values and native issue
precedence.
- No schema migration or persistent cache is introduced. Redaction and
access checks remain active.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, shell
tools and local code execution. The runtime does not expose a more
specific backend model ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 10:14:41 -05:00
DottaandPaperclip df4ee06e2f feat(skills): select and validate tracked GitHub branches (#16288)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Skills can track a branch in an authorized GitHub repository.
> - Sources previously offered only a default-branch repair action.
> - People need to select a listed branch or enter a branch that GitHub
has not listed.
> - The server must validate the selected ref with the caller's
authorized connection.
> - This pull request connects the approved branch picker to production
APIs.
> - Installed skills remain usable while the source changes its tracked
ref.

## Linked Issues or Issue Description

**Subsystem affected**

Skills UI, shared API contracts, GitHub source services, and agent API
discovery.

**Problem or motivation**

The default-branch repair action does not let people choose another
branch. The settings service also validates the old ref when a caller
supplies a new ref other than HEAD. A missing tracked branch can prevent
connection repair even when the selected account has repository access.

**Proposed solution**

Load a bounded branch list with the authorized connection. Mark the
default branch. Search listed branches or accept a typed ref. Validate
the selected ref before saving. Keep the chosen value after a load
error, invalid ref, or concurrent update. Save the selected connection
and branch together during connection repair.

**Alternatives considered**

A default-branch button does not support a named branch. A text field
alone does not help people find the repository default or available
branches.

**Roadmap alignment**

This improves the existing Skills source manager. It does not add a new
skill import system.

**Additional context**

Refs #16066 and #16256. This is the production implementation of the
approved branch-selection Storybook journeys.

## What Changed

- Add an authorized branch-list endpoint and shared response/query
types. Register it in agent API discovery.
- Validate the requested ref, including the returned commit SHA.
Preserve source leases, revision checks, project ownership, skill
identities, selections, and installed versions.
- Add the searchable branch picker to Sources and connection repair.
Allow typed refs during branch discovery and after discovery fails.
- Keep save errors in the dialog. Retain the selected branch through a
concurrent source update.
- Use the production components and API client in Storybook. Add
keyboard, touch, loading, retry, invalid-ref, connection-repair, and
concurrent-update browser journeys.
- Update product documentation and the feature/access maps.

## Verification

- Red/green: two new database regressions fail against the previous
service and pass against the implementation.
- Linux database/service suite: 85 tests passed. This includes source
visibility, human/agent authorization, selected connections, immutable
versions, and invalid refs.
- Rebased branch and review fixes: 94 focused UI, route,
branch-validation, and fixture tests passed. Two conflict-message
regressions and the stale-retry fixture regression fail before the fix
and pass after it.
- Storybook build passed. All 26 focused browser journeys passed.
- Repository typecheck and build passed. Final UI typecheck passed after
the review fixes.
- The full local Vitest run was interrupted when the checkout and its
dependencies disappeared. It reported missing working-directory/Postgres
files and worker startup errors. Its two timed-out tests pass after the
checkout was restored. The complete CI suite passed on the final head,
`cf5d4c8f0a`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/38571068332).
One unchanged workspace timestamp test required a single rerun. Its
release-minus-one-millisecond value can equal the original confirmation
time. The rerun passed.
- Live acceptance passed on implementation head `5dd935bf14` in an
isolated macOS arm64 instance with Node 24.21.0 and an authorized
private GitHub repository. The UI loaded the actual default branch,
saved branch and selected connection together, and preserved the
installed skill/version IDs after reload. An invalid typed ref retained
the draft and showed the provider error. A valid typed HEAD ref then
saved successfully. The owned runtime and database were stopped after
the test. Focused unit, Linux database, and browser suites passed again
after the error-handling review fixes.
- Greptile reviewed final head `cf5d4c8f0a` at 5/5. Both review threads
are resolved; the fresh review has no remaining findings.
- Token gates and map/catalog checks passed.
- Review entry points: `Skills / Project repository skills / 03 Branch
selection components` and `04 Branch selection journeys`. Run `pnpm
storybook` to inspect them.
- Browser command: `pnpm exec playwright test --config
tests/storybook-visual/playwright.config.ts
tests/storybook-visual/skill-source-branch-selection.spec.ts
tests/storybook-visual/project-repository-skills.spec.ts`.
- Manual check: open an independent GitHub source, choose a new branch,
select the default or type a ref, save, and reload. Try an invalid ref
and confirm the selection remains in the dialog. For a project-bound
source, change its ref in project settings.

## Risks

- GitHub discovery is bounded to 100 listed branches. The default branch
is always included. Typed refs remain available.
- A source can change while the dialog is open. The API rejects a stale
revision and the UI keeps the draft for retry.
- A ref change schedules the existing refresh pipeline. Installed
versions remain available until a successful refresh imports new
content.
- No database migration or credential storage change is required.
Existing HEAD requests remain supported.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 09:55:43 -05:00
DottaandPaperclip b8ffeb973a feat(runner): add experimental Grok Bot agent participation (#16219)
## Thinking Path

> - Paperclip manages AI agents that perform work for a company.
> - The shared Runner owns task admission, authority, receipts and
finalization.
> - An existing Grok Bot needs to receive assignments and return results
through that Runner.
> - The Bot also needs governed access when it starts work from its own
conversation.
> - This PR adds agent-purpose MCP access and routine webhook dispatch.
> - It reuses the external-agent Rust Runner and keeps Grok capabilities
explicit.
> - The provider stays experimental until the real-client managed
journeys pass.

## Linked Issues or Issue Description

**Agent or provider**
Grok Bot, distinct from the Grok Build coding runtime in #13882.

**Why this adapter is useful**
Users can assign work to an existing Bot, receive progress, questions,
documents and files in Paperclip, and let the Bot initiate work under
its agent permissions.

**How the agent is invoked**
A webhook-only routine delivers bounded references. Dedicated
named-agent OAuth and MCP provide inbound calls. Setup follows [Grok
routines](https://cursor.com/help/grok-bot/routines) and [custom
plugins](https://cursor.com/help/grok-bot/connect-plugins). The current
desktop app needs its Bot-generated Webhook URL navigation link when
routine-row clicks fail.

The GitHub search found related Grok Build runtime work, but no existing
Grok Bot agent provider. This extends the roadmap’s existing agent,
Runner, governance and artifact foundations.

## What Changed

- Add default-off Grok Bot participation through the shared real Rust
external backend, preserving native provider identity guarantees and
distinguishing session closure from remote termination.
- Bind agent OAuth to company, agent, client, gateway and authorizer;
recheck permissions and task-bound execution authority without
manufacturing a native identity.
- Persist routine configuration, dispatch intents, authenticated
acknowledgement and recovery holds. Store URL/key together in encrypted
secret storage, use guarded public egress, and never automatically
replay ambiguous HTTP delivery.
- Reuse native tools, durable waiting, completion assessment and review.
Add task-bound file grants through existing artifact storage; suppress
proactive echo dispatch and synchronous result wake loops.
- Enforce the current native deliverable work-mode policy at file-ticket
issuance and use. Add operator retries for confirmed rejected wakes,
with retained receipts, stable retry intent and current-authority
checks. Recovery locks bindings before routine rows. Thread Stop
resolves the selected run and its agent.
- Cancel queued and preparing Stop targets before assignment creation,
restore saved setup after a failed request and successful retry, and
publish the Grok provider descriptor schema. Advance the versioned
Copilot source declaration for the shared schema change; its
qualification remains pending.
- Filter task summaries with the shared privacy policy, preserve
feedback admission when wake delivery is blocked, reconcile settled
delivery receipts without restoring work authority, and bind every Stop
control to its displayed run. Recovery records distinguish dispatch
uncertainty from a revoked session.
- Add resumable guided setup, credential replacement, consent,
management, observed work status and stop/recovery controls, plus an
interactive Storybook journey using the production task thread, question
form and report card. Grok’s own apps remain available; Paperclip
workspace and third-party tools are deferred.

## Verification

- Five focused protocol, authorization, person MCP and Runner files: 192
tests pass. The Grok assigned-work case executes the actual Rust Runner,
saves a document, uploads/deduplicates a file and reaches ordinary
finalization.
- Proactive intake/deduplication and renewed-session recovery pass.
These use scripted clients and synthetic storage; they are not
real-provider acceptance.
- Repository typecheck, production build, token gates, map checks and
Storybook build/catalog checks pass. The local full-suite campaign was
stopped after macOS shared-memory exhaustion repeatedly prevented
embedded PostgreSQL startup. No local aggregate pass is claimed. The
first clean-worker CI run identified avatar fixture/configuration, flag
defaults, feature-card ordering and OpenAPI route-coverage gaps; all
four focused regressions pass after correction. Those regressions pass.
The latest clean-worker CI run also found a Copilot source-hash
declaration mismatch after the shared descriptor update; the corrected
declaration passes all 28 integrity tests. The next review corrections
pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner
contract/integrity/history tests. The latest database fixtures were
blocked at startup by host shared-memory exhaustion; clean-worker CI
must execute their new regressions. Full current-head CI now passes: 54
successful checks and four intentional skips. The database regression
uses the PostgreSQL driver result shape; file-policy, rejected-feedback
and lock-order cases pass on clean workers. Current-head Greptile is 5/5
with no unresolved findings.
- Rendered setup steps and outbound-only verification were walked
through in Storybook. Simulation cannot enable Done without an
authenticated-reply state.
- Actual client OAuth, continued access, reconnect and one routine wake
with an exact chat acknowledgement were observed separately. This
candidate’s live authenticated challenge, assigned/proactive workflows,
Linux managed artifact, restart and cleanup are not yet qualified. The
provider stays disabled by default.
- The separate Cloud ingress change forwards only exact task-bound
upload/download paths and preserves host identity and header stripping.
- Current Cloud policy reserves Test for pre-merge app/harness
experiments; Staging accepts only master-derived revisions. Real-client
qualification needs a supported, authorized deployment target and
remains outstanding.

## Risks

One append-only migration adds routine/dispatch state and extends shared
bindings and file tickets. The unshipped migrations were regenerated
after upstream consumed their original numbers. Rolling back code
retains the durable rows; revoke grants and inspect unknown remote
activity before resuming dispatch. Grok cannot confirm remote
termination, stream its complete transcript or report spending. Plugins
are account-wide and do not isolate credentials between Bots.
Real-client managed acceptance remains required before enabling the
experimental provider.

## Model Used

OpenAI Codex based on GPT-6, with reasoning, code execution and
browser/native UI tools. The exact deployment model ID and
context-window size are not exposed by 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: Paperclip <noreply@paperclip.ing>
2026-10-13 20:57:42 -05:00
DottaandPaperclip 473c80d13f Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources.

Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 16:11:43 -05:00
Devin FoleyandPaperclip de335b42d4 Expose signed routine wake deadlines during idle sleep checks
Expose signed routine wake deadlines during idle sleep checks

Report the earliest eligible routine deadline to an authenticated host scheduler, while preserving local execution, owned sleep leases and conservative blocking for unsupported work.

Verified with focused tests, typecheck, build, all required CI checks and Apex 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 14:09:16 -07:00
0b0e53029f fix: recover saved workspace results automatically (#15824)
## Thinking Path

- Paperclip preserves accepted agent results before workspace copyback
and result commitment.
- A replaced controller can leave a physical copyback owner receipt
behind. A lost database lock or expired lease cannot prove that its
tar/Git children stopped.
- Infrastructure recovery should belong to the runtime and deployment
harness; task users should not investigate processes or attest shutdown.
- New receipts record the exact deployment. The harness independently
verifies that deployment fully stopped and signs a short-lived proof
bound to the stack, run, owner and deployment.
- The existing guarded reconciler then finishes the same accepted result
without a new agent turn. Legacy receipts retain the documented
administrator API after independent platform verification.

## Linked Issues or Issue Description

**What happened?**

An accepted native result can remain at `workspace_finalizing` with an
abandoned physical copyback owner. Repeated recovery sweeps could
replace specific instructions with advice to start new agent work. The
first version of this PR exposed a shutdown-evidence form in the task;
that asks end users to resolve infrastructure details.

**Expected behavior**

Automatically verify and recover the exact stopped deployment, preserve
the original accepted result and existing approval/monitor waits, and
show only a quiet task status. Unknown or live workers must remain
fenced. Older receipts without platform identity need independently
verified operator assistance through the administrator API.

**Steps to reproduce**

1. Persist an accepted native result and a copyback receipt from a prior
controller.
2. Replace that deployment before workspace finalization commits.
3. Let the normal finalization reconciler revisit the saved result.
4. With a platform-bound receipt and a fully stopped deployment,
recovery should finish automatically. With missing, live, unverifiable
or changed ownership, it must not write files or create another provider
turn.

Related public work: #14402 introduced copyback ownership; #9687 handles
dead-run finalize barriers; #15795 handles terminal stale-run cleanup.
This change addresses an accepted result whose physical copyback owner
prevents commitment.

## What Changed

- Record Railway project, environment, service and deployment identity
on new physical copyback owners.
- Request read-only platform verification from the managed cloud
harness. Require an Ed25519 stop receipt with a disjoint purpose,
configured signing key, exact stack/run/owner/deployment binding and
valid expiry.
- Keep live, unknown, malformed, unavailable and legacy owners fenced.
Compare the whole prior receipt during ownership takeover, under the
existing dedicated advisory lock.
- Persist platform proof and audit automatic takeover. Resume normal
finalization of the same saved result, preserving task ownership,
approved boundaries, monitors and pending confirmations.
- Remove process metadata, shutdown evidence, confirmation checkboxes
and infrastructure-repair forms from task views. Suppress the duplicate
technical owner-recovery card. Show “Restoring saved work…” only from
server-confirmed recovery or queued operator recovery; platform identity
alone shows the operator-assistance fallback. Remove the status when
recovery resolves.
- Share current-task, current-running-execution, accepted-result,
authoritative-reviewer and newer-execution checks between automatic and
operator recovery. Validate after the provider lookup, atomically with
the owner claim, and again before file publication; closed or superseded
tasks cannot start copyback.
- Keep the separately authorized exact-owner API for operator recovery
of legacy receipts, with active-lock, live-controller, stale-result and
newer-execution rejection. Generic dismissal cannot bypass the copyback
fence.
- Replace obsolete form stories with production-backed automatic,
queued, legacy, completed and mobile examples; retain stable suite IDs.
Update the operator runbook and scoped Storybook catalog.

## Verification

- Red/green: new platform-proof tests failed before implementation; the
database takeover regression failed against the original ownership
guard; reduced-UI assertions failed against the original form. All pass
after the changes.
- Passed: 59 physical-owner/finalization database tests using isolated
PostgreSQL, including real reconciler commitment from all three
saved-result phases through both automatic and operator recovery. They
preserve result identity, exact saved file bytes, pending approval and
overdue monitor waits, and create no new run or wake request. Unknown
evidence and changed ownership remain fenced.
- Passed: 162 focused proof, cloud identity, recovery route,
recovery-card and reduced-UI tests.
- Passed: full workspace typecheck and build, final server/UI
typechecks, token gates, and Storybook build.
- Browser inspection: desktop task composition shows only the quiet
status; completed example removes it and retains the approval-wait
message. Mobile shows the existing bottom navigation with no horizontal
overflow. These are fixture UI observations, not live provider
acceptance.
- A companion harness change implements the actual provider check,
signed receipts, server-token authentication and bounded/coalesced
provider reads. Its full typecheck and test suite passed: 3,240 passed,
92 skipped, zero failures. This application alone cannot enable platform
verification.
- The updated full application `pnpm test:run` was stopped after
repeated local embedded-Postgres startup failures; it is not claimed
green. The same affected recovery suites pass against isolated
PostgreSQL. CI passed on final head `9ad5c3529e`: 54 successful checks,
two intentional skips, and successful legacy Snyk status. Greptile is
5/5 with no unresolved findings.
- Global Storybook catalog validation is green: 225 files, 2,224
stories. Its 17 catalog/index tests pass. Master was merged and the
inherited index metadata was reconciled after source review.
- Review correction red/green: two UI and two database assertions
reproduced misleading progress / missing server recovery state; all pass
after server-confirmed state was added. All 153 focused server tests and
68 UI tests pass on the final recovery code, including repeated-sweep
idempotence. Full workspace typecheck/build, token gates and Storybook
build also pass.
- Safety regression red/green: stale-task copyback and publication tests
failed against the previous guard. The final suite covers changes during
proof lookup, closed/cancelled tasks, replaced execution/checkout, newer
and queued legacy runs, reassignment and rejected/unbound results, plus
the real reconciler selecting closed or superseded tasks. Files remain
untouched and no workspace operation starts.
- No staging mutations, deployment, live provider probes or live
production recovery were performed. The three historical receipts lack
deployment identity and still require independent operator proof.

## Risks

Automatic takeover requires the companion harness release and configured
runtime-identity keys. Deploying only this application leaves
unavailable evidence fenced. Legacy receipts are not retrospectively
assigned a deployment identity. An authorized operator can still make an
incorrect attestation through the fallback API; its administrator gate
and exact-owner safeguards remain. Provider history that is missing or
deeper than the bounded lookup defers automatic recovery. Copyback can
still fail under its existing retained-workspace policy.

No migration, telemetry change or cloud provider credential delivery is
required. The companion harness PR also has passing CI and a 5/5 review;
neither branch is deployed.

## Model Used

OpenAI Codex, GPT-6, with repository inspection, browser verification,
tool use and code execution. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the relevant 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 <paperclip@paperclip.ing>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-10-13 10:14:45 -05:00
Devin FoleyandPaperclip a0651c96f8 Add database-free process liveness probes (#16101)
Expose process liveness without database or credential queries while preserving hostname and runtime identity guards. Deep health and sleep/wake readiness checks retain their existing behavior.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-13 07:43:46 -07:00
DottaandPaperclip 7d7f55e4be fix(apps): show user avatars and center access rows (#15577)
## Thinking Path

> - Paperclip helps people manage AI agents and their access to apps.
> - The app access page shows people with linked chat accounts.
> - The identity response omitted the user's saved image.
> - The row placed the avatar beside only the first name line.
> - This change returns the image and centers the avatar beside both
name lines.
> - People can recognize linked accounts and still see initials when no
image is available.

## Linked Issues or Issue Description

**What happened?**

The app access page showed initials even when the linked Paperclip user
had a profile image. The avatar was above the vertical center of the
Disconnect button.

**Expected behavior**

Show the linked user's saved image. Center it beside the Paperclip and
chat names. Keep initials when no image is available.

**Steps to reproduce**

1. Link a Slack account to a Paperclip user with a profile image.
2. Open the app's Access tab.
3. Inspect the person's avatar and the two name lines.

Searched public issues and pull requests. No duplicate fix was found.
Related avatar work in #15095 concerns agent uploads, not linked user
profiles.

## What Changed

- Return `paperclipUserImage` from the chat principal service and
declare it in the API and client types.
- Use the shared avatar primitives and center the avatar beside the full
name block. Keep full names available in hover text.
- Add image and initials examples to the existing Storybook access
story, with image and alignment checks.
- Extend the service test to check saved images and missing images.

## Verification

- Token gates and `git diff --check` pass.
- The 33 existing chat setup and identity-link UI tests pass.
- The OAuth installer service regression test passes.
- Chromium rendered the Storybook Access story at desktop and mobile
sizes. The avatar, name block, and Disconnect button centers all
measured 307 CSS pixels on desktop.
- UI typecheck passes. Full repository typecheck and build stop at the
Rust runner because this workspace has no `cargo`. The initial parallel
typecheck also exceeded the 4 GiB workspace limit. The full local test
attempt was stopped as memory approached the 4 GiB limit; it has no
complete verdict. CI passed the full build, typecheck, test, and E2E
lanes on the initial commit. The previously reviewed commit passed 54
checks with two intentionally skipped Storybook checks. Master was
merged on October 10 to resolve an import conflict; fresh CI is running
for `24badb742d331c1b6ee3e90cbd06defefe5cd634`. Token gates and
whitespace checks pass after conflict resolution. The single retry after
CI runner shutdowns passed. Greptile gives this commit 5/5, with both
review threads resolved.

### Screenshots

The Storybook fixture shows an image, fallback initials, and a pending
account.

![Desktop access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/desktop.png)

![Mobile access
rows](https://raw.githubusercontent.com/paperclipai/paperclip/fix/app-access-user-avatar/doc/screenshots/app-access-avatar/mobile.png)

## Risks

Low risk. The API field is additive and needs no migration. The image
uses the same avatar primitive as other user identities. Missing or
failed images retain the initials fallback. Other chat providers share
this access row.

## Model Used

OpenAI Codex, GPT-6. Tool use and code execution. The runtime does not
expose a more specific model ID or context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-12 23:54:01 -05:00
DottaandPaperclip f329b24ee1 feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.

Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-12 20:45:18 -05:00
DottaandPaperclip f0e12c8519 Add managed Slack setup with an independent own-app path (#15679)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connects a person to an agent through an installed app and a
verified identity.
> - Independent installations must remain usable without Paperclip Cloud
or manager credentials.
> - Approved Cloud deployments can use Slack manager grants to create
and install each agent's app.
> - Both paths should share credential storage, identity checks,
recovery, and the existing runtime.
> - This pull request adds gated managed setup and keeps independent app
setup under Advanced.
> - It also makes ongoing connection settings and personal test messages
easier to use.

## Linked Issues or Issue Description

**Subsystem affected**

Slack setup, connection settings, tenant credential storage, and the
Cloud connector handoff.

**Problem or motivation**

Approved deployments need an installation flow without pasted
configuration tokens. Open-source users must retain their independent
Slack app flow. A connection manager also needs a simple way to check a
bot from Settings.

**Proposed solution**

Use the managed path when the instance is configured to support it.
Choose agent and Connect are the two visible stops. Continue starts
authorization or installation. Use your own app remains under Advanced
before creation. Save personal manager grants by company, Paperclip
user, Slack user, workspace, and manager app. Reuse only verified
identities for test messages. Unknown identities must complete a private
Slack connection challenge before linking and receiving the test DM.

**Alternatives considered**

A shared bot would change each agent's Slack identity. Requiring Slack
CLI or a hosted service for self-hosted users would remove independent
installation.

**Roadmap alignment**

This maintainer-requested change improves Connected Apps and
experimental Agent Chat. It adds provisioning and management controls to
the existing Slack runtime.

**Additional context**

The companion Cloud broker profile is a separate deployment
prerequisite. Managed setup remains gated. Existing-app adoption is
deferred.

## What Changed

- Extract Slack registration, provider requests, completion,
customer-owned setup, managed setup, and personal manager grants into
focused services. Preserve the compatibility facade and independent
removal cleanup.
- Add company-scoped manager grants and a registration reference through
an additive, idempotent migration after current master. Keep runtime
credentials separate from app-registration secrets.
- Add authenticated manager authorization, sealed handoff, serialized
refresh and revocation, app creation, managed installation, and
installer-bound OAuth fallback.
- Preserve creation intent, block automatic uncertain recreation, save
credentials before downstream checks, and validate app, workspace, bot,
scopes, and installer identity.
- Add the two-stop production wizard and ordered stories. Keep the
own-app, manual, existing-app, and legacy-draft paths.
- Simplify Settings. Open Slack configuration targets the saved app. The
test-message action has its own row. Remove the old manual-avatar
section, channel-message section, and broken permissions link.
- Add paginated account discovery and a private connection challenge for
unknown accounts. Expired invitations stop waiting and offer a new
private invitation. Save send receipts before provider dispatch and
preserve confirmed delivery when activity logging fails.
- Reinstall the saved managed app on explicit reconnect, replace revoked
credentials, and resume completion. Persist reconnect intent and
duplicate-request receipts without creating another app.
- Update provider browser tests, recovery tests, secret redaction, setup
documentation, and the agent prompt. Preserve current master's durable
verification scheduling.

## Verification

- Full workspace typecheck and repository build passed on `56d389d47a`.
The subsequent reconnect retry fix in `288364eada` also passed UI
typecheck and UI build.
- 114 focused Slack registration cases and 13 production managed-wizard
cases passed, including fresh-token reconnect, retry after installation
failure, and duplicate reconnect requests.
- All nine affected Slack browser cases passed against the production UI
and a disposable fixture server. They cover managed setup, automatic
setup, own-app selection, refresh, recovery, mobile behavior, and
connection settings.
- Eight focused real-database test-message cases passed. They cover a
private ownership challenge, saved grant reuse, account pagination,
revoked and conflicting links, workspace mismatch, disabled DMs, revoked
membership, audit failure, ambiguous dispatch, and secret canaries.
- UI token gates and the production Storybook build passed.
- Greptile reviewed exact head
`288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable
findings or unresolved review threads.
- The full repository test suite and current-head CI are running. Their
final results will replace this line before merge.
- Earlier live feature previews created two bots in the authorized
Paperclip Slack workspace and reused one personal manager grant. Local
managed Continue created and installed a bot without a configuration
token or a separate Add to Slack action. Avatars, welcome DMs, signed
callbacks, and direct replies were observed. A Settings test DM also
arrived in the signed-in user's Slack account.
- Earlier staging thread qualification required manual publication
recovery for one bot. Current-head live qualification remains required
before enabling the production default. Fixture results do not establish
Slack approval behavior in other workspaces.

## Risks

- Personal manager tokens can create apps. They stay in scoped vault
entries. The manager client secret stays at the broker. Company,
actor/session, origin, and app identity checks apply throughout setup.
- The additive migration must also work on qualification instances that
applied earlier branch migrations. Table, column, index, and constraint
creation is idempotent.
- Creation and message timeouts can leave uncertain outcomes. Saved
request IDs prevent automatic duplicate dispatch.
- Unknown Slack identities must receive and complete their private
challenge while signed in. Account selection alone does not grant
Paperclip permissions. Existing revoked or conflicting links are not
overwritten.
- A development-only manager transport uses an explicitly configured
private credential file for local qualification. Production ignores this
transport; no manager credentials are bundled with open source.
- Managed rollout requires Slack approval, the companion broker
deployment, configured secrets, and final live qualification. Removing a
connection does not delete its Slack app.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
tools. The session does not expose the exact serving model ID or
context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-10-12 15:34:02 -05:00
1b4c803816 fix(costs): preserve usage attribution and explain unavailable run costs (#15948)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The cost ledger records usage and controls agent budgets.
> - Some runs lose the selected model or API billing category before
their usage reaches the ledger.
> - The dashboard reports missing costs but does not identify the
affected runs or the available actions.
> - This pull request preserves usage attribution and adds a compact
view of cost gaps grouped by agent.
> - Operators can inspect runs, open agent settings, and record saved
costs without starting new agent work.

## Linked Issues or Issue Description

Refs #15634, #11938, #15879.

This follows the merged subscription reporting in #15634. The older
proposal in #11938 addresses part of ACP model attribution. This change
also rejects conflicting models across a turn, fixes credential-backed
billing capture, and explains cost gaps in the existing dashboard. The
Pi receipt recovery work in #15879 covers a separate adapter recovery
path. This PR preserves unresolved receipts and does not recover
provider usage or reprice past entries.

**What happened?**

ACP results use the requested model even when the runtime selects a
model. Native and OpenCode API runs can report unknown billing despite a
matching API credential. The dashboard shows notices without links to
the affected runs. These gaps make API and subscription totals harder to
interpret.

**Expected behavior**

Record the model selected by the runtime. Identify API billing only from
a matching credential. Keep costs unresolved when reliable usage or
pricing is absent. Show the affected agents and runs. Offer an
accounting retry only when saved evidence is ready.

**Steps to reproduce**

1. Run an ACP agent with its model left unset, or use a matching API
credential with a native or OpenCode agent.
2. Inspect the recorded model and billing category for the run.
3. Open Costs Overview for a period with unpriced usage or terminal runs
awaiting receipts.
4. Inspect the notice and try to find the affected run or the relevant
agent settings.

**Paperclip version or commit**

Current master at `657e71584a0`. The patch is rebased on that commit.

**Deployment mode**

Self-hosted server and local development. The cost detail tests use a
disposable PostgreSQL database.

## What Changed

- Preserve the runtime-selected ACP model in checkpoints and final
results. Conflicting models across one turn remain unpriced.
- Share credential-backed API billing checks across native and OpenCode
results. Keep unknown billing when the provider and credential do not
match.
- Add company-scoped cost detail and accounting retry endpoints. Board
viewers can read details but cannot retry. Agents and foreign companies
are denied.
- Limit each detail category to 25 entries. Use one consistent database
snapshot and sparse indexes matching the filters and sort order. Add the
unknown-billing count to the existing summary query.
- Replace the notice with an expandable count line. Group entries
alphabetically by agent. Show the saved blob icon, link each name to
configuration, and put run and retry links beside the date.
- Preserve estimate and unavailable-price labels on Providers and
Billers; keep retry confirmation after the resolved notice disappears.
- Fetch details only while expanded. Retain the last loaded details
after a refresh error. Retry saved accounting only; do not rerun the
agent.
- Add capture, database, authorization, UI, and Storybook coverage.
Update the implementation contract and cost reporting guide.

## Verification

- `pnpm -r typecheck` passed after rebase.
- `pnpm build` and `pnpm build-storybook` passed after rebase.
- `pnpm check:token-gates` and `git diff --check` passed.
- 1,086 focused tests passed across 17 files. These cover ACP, native
and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI,
Costs UI, and existing accounting regressions.
- Desktop and mobile browser checks passed during UI review. They cover
lazy expansion, alphabetical groups, loaded blob icons, configuration
and run links, keyboard retry, and layout overflow.
- `pnpm test:run` was attempted with command-scoped
`init.defaultBranch=master` for Git fixtures. It was stopped after a
native session recovery failure reproduced on unchanged base
`657e71584a0` (`archives a damaged prior epoch before completing guarded
same-task replacement with real runnerd`). An MCP upload case failed in
the broad run but passed in isolation on both the base and PR branch.
These local limitations do not affect the 1,086 passing focused tests.
- Current-head CI is green, including all unit test lanes, serialized
server suites, runner checks, typecheck, build, policy, and eight
browser shards. Apex re-review is 5/5 on `56de60effdb`; all four
original findings are addressed and every review thread is resolved.
- PostgreSQL applies migration `0333` in the integration fixtures.
EXPLAIN ANALYZE on the production detail statements uses the new sparse
indexes behind 5,000 healthy records in each table.
- Ten provider/biller card cases cover missing and estimated prices; the
retry test covers row removal and notice unmount. A live Storybook
browser check verifies the confirmation and updated count.
- Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality
Details** to inspect the production page with representative fixtures.

## Risks

- Model and billing metadata change for future runs. Estimates still
require complete usage and a supported price. No past cost amount is
rewritten.
- A missing final receipt remains unresolved for budget checks. The
display changes after fifteen minutes; that time limit never authorizes
settlement.
- Accounting retry is a write action. It retains the existing company
checks, receipt fences, idempotency, and audit logging.
- Detail reads are bounded and run only after expansion. They poll every
30 seconds while open. No provider probe or new summary query is added.
- Migration `0333` adds two partial indexes; it changes no stored cost
amounts or table columns. Index creation scans the existing tables and
may briefly block writes during deployment. No lockfile or workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code editing,
browser checks, and test execution. The exact serving model ID,
reasoning setting, and context window were not exposed to this session.

## Checklist

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

---------

Co-authored-by: Codex <noreply@openai.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-11 22:48:29 -07:00
DottaandPaperclip a7dd5284b5 feat: add company fast-response acknowledgements (#15748)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Human messages start agent work through task, chat, and
external-channel intake.
> - Agent startup can delay the first visible response.
> - A small direct model call can acknowledge the request while normal
work starts.
> - This response must remain separate from evidence that the agent
answered or completed work.
> - This pull request adds optional company-wide fast responses with
durable receipts, access checks, and cost accounting.
> - Users receive prompt acknowledgement without changing the agent
execution path.

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

Users can wait for an agent to start before they receive a contextual
response. Generic progress messages do not confirm what the user asked.
An acknowledgement must not falsely complete work or satisfy an
unanswered turn.

**Proposed solution**

Add a disabled-by-default experimental fast-response model using an
existing shared API connection. Generate one short acknowledgement for
each accepted human turn. Use the existing agent identity and external
publication outboxes. Retain platform provenance and account for the
inference independently.

**Alternatives considered**

Running the acknowledgement through the agent runtime adds startup
latency. Restricting implementation to OpenRouter leaves other existing
API connections unsupported. This change supports all existing API
connections and uses OpenRouter for live verification.

**Roadmap alignment**

This extends existing agent communication and connection settings.
ROADMAP.md and open pull requests were checked. No duplicate
fast-response implementation was found. The maintainer supplied the
feature plan directly.

## What Changed

- Add Experimental fast responses to instance settings. Keep the feature
off by default. Enforce the flag at intake, dispatch, and publication.
- Move Decision model and Fast response setup to company Settings →
Connections when the experiment is enabled. Place Connections below
Environments. Separate the model sections with clear headings and a
divider. Keep Decision model in General when the experiment is off.
Route Costs setup links to the available settings page.
- Make the acknowledgement prompt a multiline template string. Ask for a
brief, positive response in the user’s language.

- Add settings, connection/model selection, sponsorship, fixed-sample
testing, and Costs history.
- Add a Vercel AI SDK text service for existing native, routed, Bedrock,
and local API connections.
- Add durable per-turn requests, a bounded worker, a three-second
admission deadline, and one inference attempt.
- Integrate task creation, task and agent chat, steering, queued
follow-ups, experimental board chat, shared chat intake, and email.
- Preserve receipt provenance and exclude receipts from completion,
recovery, interaction resolution, and agent wakeups.
- Recheck authorization, source validity, real replies, budgets, and
destination binding before publication. Preserve accounting for
suppressed or uncertain outcomes.
- Add provider contracts, database race tests, channel outbox tests, UI
tests, Stories, and documentation. Keep decision-model execution
unchanged.

## Verification

- Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
rebase. The UI typecheck and build also pass after the final navigation
fixes. All 37 focused navigation tests pass. The first full local `pnpm
test:run` invocation reported seven chat failures. All seven passed in
isolated reruns after fixture updates and host cleanup. This invocation
was stopped after the full final-head CI suite passed.
- Initial local database tests hit macOS shared-memory exhaustion. A
diagnostic confirmed `shmget: No space left on device` with the system
limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were
reclaimed. The isolated rerun passed all 31 fast-response and channel
tests. The two additional Slack regression cases also passed in a
separate rerun. No active database was stopped.
- UI token gates pass. Provider contract tests cover all supported API
connection types. Fast-response tests cover uniqueness, authorization,
budgets, expiry, cancellation, restart, real-reply races, and the
experimental flag.
- The test drive verified that disabling the experiment hides
Connections and redirects its direct URL. Enabling it restores the saved
OpenRouter setup. After restart on the final commit, the OpenRouter
settings sample returned “Sure, I’ll take care of fixing the border
around the settings panel.” in 428 ms. It used 260 input and 31 output
tokens and recorded $0.0000576 in reported cost.
- Earlier live OpenRouter verification produced a receipt in 1.013
seconds for a new task. The real agent then supplied its substantive
answer. A separate settings test took 1.34 seconds, used 246 input and
23 output tokens, and recorded $0.0000361.
- Live Slack verification on final commit
`24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial
task and a follow-up in a disposable bot DM. The initial acknowledgement
appeared 2.405 seconds after the Slack message and 1.413 seconds after
durable acceptance; the follow-up appeared in 2.322 seconds and 1.160
seconds respectively. The recorded generation/settlement durations were
898 ms and 697 ms. The initial call used 291 input / 39 output tokens
and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035.
- The Slack acknowledgements retained the assigned agent identity and
`origin: fast_response`, source-turn references, and no fabricated run
ID. A status snapshot after the initial receipt showed the task still
`in_progress` with its real execution run. The agent then read the CSV
fixture and correctly reported two ready items, two blockers, and their
owners. Both replies stayed in the originating DM, and no duplicate
generic working message followed the delivered contextual
acknowledgements. The `new` command started a fresh conversation session
without generating a fast response.
- An earlier eligible Slack turn generated a response but suppressed
publication. Its reported cost was retained, generic progress remained,
and the real agent completed the requested result. This is recorded
separately from the two delivered acknowledgements; the history did not
expose a precise suppression reason.
- Slack verification used real signed provider events, the existing
intake/publication paths, and a user-approved temporary webhook-only
HTTPS tunnel. Subscriptions were limited to direct-message events. The
test bot was paused and the tunnel stopped afterward. Live
channel/group-thread and GitHub journeys remain unverified; their mocked
tests cover intake, destination binding, publication, and continued
underlying work.
- Greptile reviewed final commit
`24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review
findings are fixed and all threads are resolved. [Final-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/38060015730)
passed. This includes grouped server/chat/workspace tests, serialized
suites, runner checks, browser journeys, typecheck, build, release
registry, policy, and the canary dry run.
- Manual check: enable Experimental fast responses. Open company
Settings → Connections. Select a shared API connection and model. Save
and use Test response. Submit a task message and confirm that its
receipt does not complete the task.

## Risks

- The migration adds receipt and configuration tables plus accounting
references. It uses idempotent statements and follows the current
migration sequence.
- A slow provider, authorization change, or real-agent reply can
suppress an acknowledgement. Existing progress feedback remains
available.
- Unknown provider billing retains a reservation until reconciliation.
External deliveries with uncertain outcomes must not be blindly
repeated.
- Live Slack initial-task and follow-up DM journeys pass. Live Slack
channel/group-thread and GitHub journeys remain unverified. The PR
remains a draft and records these gaps. Final-head repository CI and
automated review pass.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser interaction. The runtime does not expose an exact
model snapshot ID or context-window size; these are not asserted.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-10 13:09:17 -05:00
DottaandPaperclip 3ec7309d91 feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.

## Thinking Path

> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. Speko stays
experimental.

## Linked Issues or Issue Description

**Problem or motivation**

Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.

**Proposed solution**

Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.

**Roadmap alignment**

This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.

Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.

## What Changed

- Add additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.

## Verification

- Master 3389bea708 is integrated. Database/shared builds, server
typecheck, migration upgrade/replay checks, and 46
communication-guidance/provider/protocol tests passed.
- The final persistence suite passed 85 real-database tests. Five
focused native continuation/authorization regressions passed. Five
callback ownership/rotation tests passed after the last runtime repair.
- Review repairs cover reconnect ownership, current caller authority,
duplicate delivery, multipart answers, task-page answers, guest question
handling, and saved sandbox recovery.
- A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a
correct disk-space answer. This did not establish live-call playback.
- Full local typecheck/build passed before the final repairs; focused
typechecks passed after them. Latest-head CI runs the repository gates.
- The separate integrated browser qualification passed two journeys and
failed browser answer retrieval. The feature remains experimental. The
report in #15729 records this failure and outstanding real-provider
acceptance.
- No lockfiles are included. Speko migrations follow master as
0324–0330.

## Risks

- Voice sessions add migrations and provider-dependent lifecycle
behavior. Migrations preserve existing chat and AI transports.
- Callback origins must be reachable HTTPS. Provider keys and signing
secrets remain vaulted.
- Unverified callers receive task-scoped low-trust authority. Caller ID
does not grant private task access.
- Outbound telephony incurs provider charges. Provider acceptance is not
proof that the caller heard an answer.
- Keep the feature behind the existing experimental chat setting until
the real browser, inbound, outbound, and delayed-result acceptance
matrix passes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 21:54:11 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 17:01:20 -05:00
Devin FoleyandPaperclip 98e3cec78e feat(costs): report monthly subscriptions beside API spend (#15634)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its Costs page reports API charges and subscription token usage.
> - Subscription runs do not show the recurring fee paid for the
account.
> - Several agents can share one paid seat, so a fee per agent would
overstate cost.
> - This pull request identifies connected subscription accounts and
reports each monthly fee once.
> - Users can compare API spend and subscription costs, see uncertainty,
and enter their actual price.

## Linked Issues or Issue Description

Refs #498 and #3406 for related subscription reporting needs. This
change does not add subscription budget enforcement or automatic
optimization.

Related prior approaches: #10544 and #11104 proposed API-equivalent
token costs for subscription work. This PR reports recurring account
fees separately from usage charges and budgets. A search found no open
PR for monthly account fee reporting.

**Subsystem affected**
Costs, managed AI connections, shared contracts, database schema, and
board UI.

**Problem or motivation**
An organization can pay for subscriptions even when included runs record
no additional dollar charge. The Costs page cannot show that monthly
commitment or distinguish a shared paid seat from several separate
seats.

**Proposed solution**
Discover account identity from the managed connection selected for a
run. Use exact known plans for labeled monthly list-price estimates.
Keep ambiguous plans and unconfirmed identities unpriced until the user
supplies a price. Sum current monthly fees separately from date-filtered
API charges and token usage.

**Alternatives considered**
A fee per agent double-counts shared accounts. Token-based API price
estimates do not measure the recurring subscription fee. Provider
invoices would be more exact but are not available through these account
credentials.

**Roadmap alignment**
Extends the shipped Better Budgeting and Personal & Shared AI Accounts
capabilities. The feature and UI were reviewed with the maintainer
before this PR.

## What Changed

- Add company-scoped subscription accounts, connection bindings, and
immutable price revisions in replay-safe migration 0322.
- Identify OpenAI workspace/seat and Claude organization/account pairs
only after provider authentication. Keep provisional records
grant-scoped; unchecked ID-token claims cannot combine accounts or grant
billing editors. Keep credentials and raw provider identities out of
reports.
- Attach the selected subscription to new run receipts. Resolve
duplicate aliases without rewriting old monetary receipts.
- Add cached background discovery with four provider checks and twenty
discovery requests at a time. Accepted requests wait for capacity;
excess requests receive HTTP 429 and a UI retry action. Preserve saved
prices and observations when a provider check fails. Dashboard polls
load current prices only; audit revisions stay in the database.
- Support owner-controlled monthly or annual prices, fractional-cent
precision, separate currency totals, tracking status, and duplicate
linking. Preserve both personal owners and shared-account managers when
discovery finds the same paid seat.
- Show API spend beside monthly subscription commitment, with separate
token totals and clear estimate labels. Account details and fee totals
follow billing-owner/shared-audience visibility; company-wide token
totals remain available to cost readers.
- Use consistent amount and estimate badge formatting for agent, user,
project, and model rows.
- Add real PostgreSQL tests, route authorization tests, UI tests,
interactive Storybook fixtures, and operator documentation.

## Verification

- Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53
checks, with two checks skipped. This includes the full test matrix,
browser tests, build, typecheck, migration policy, canary packaging, and
security checks.
- Greptile Apex reviewed that exact head at 5/5 with no unresolved
findings.
- Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`,
migration safety checks, and `git diff --check` passed.
- All 238 focused tests passed across accounting, subscription
persistence, authorization, UI, migration replay, and snapshot drift.
- The expanded local chat suite passed 1,149 tests. Two cases failed
because this workspace found an unrelated ancestor skill directory; both
passed unchanged in an isolated checkout. The full local Vitest command
was not repeated after the rebase because of this environment issue. CI
covered the complete test matrix on the final head.
- Migration `0322_reflective_kree.sql` follows master's
`0321_acoustic_human_fly.sql`. Its snapshot and journal were
regenerated. Master's migration and snapshot are unchanged. The
subscription SQL retains its original content and hash.
- Disposable PostgreSQL upgrade fixtures applied master's added
lifecycle and Slack migrations without changing saved subscription
prices or cost receipts. The renamed subscription migration was
recognized by hash, retained one history row, and a second migration run
was a no-op.
- Regression tests cover provider capacity, fractional-cent edits,
billing visibility after grant revocation, and
fixed-price/credit/unknown usage. The new UI billing-label tests fail
against the old wording and pass with the fix.
- Browser checks passed for desktop and mobile layouts, shared-account
totals, annual price edits, unknown prices, and stale provider data.
- A live OpenAI account probe returned HTTP 200 and a verified Pro
account identity. The generic Pro plan correctly remains unpriced.
- Live Claude discovery identified Max 20x and a $200/month estimate.
Two real Claude agent runs were attributed to that same account, with
two usage receipts, two agents, one monthly fee, and zero additional
usage charges. Two OpenAI connections also deduplicated to one account.
- Live Codex execution is not verified: both Paperclip's managed hello
test and a direct host `codex exec` fail with a workspace-routing
authentication error. The current credential passes the usage API probe.
This is separate from the successful account-discovery check.
- A local performance fixture with 50,000 usage events and 5,001 saved
price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms
maximum over ten warmed runs. PostgreSQL used the subscription/revision
index to read one current price row. These are local measurements, not a
production latency guarantee.
- [Desktop, account details, and mobile
screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/)
show the production Costs page with synthetic Storybook fixtures.
- To inspect the UI, run `pnpm storybook` and open **Costs /
Subscriptions**. Edits there change fixture data only.

## Risks

- Provider plan identifiers can change. Unknown plans remain unpriced.
Automatic prices are estimates before tax; discounts and negotiated
prices require a user-supplied amount.
- Subscription fees describe the current monthly commitment. They do not
follow the selected usage date range and do not consume agent budgets or
create finance events.
- Monthly fees cover only accounts visible to the viewer; company-wide
token totals retain their existing scope.
- Legacy or unmanaged usage can remain unattributed. Unconfirmed
identities require manual prices and may need explicit duplicate linking
after credential changes.
- Disconnecting a connection does not prove provider billing stopped.
Users must end or exclude tracking explicitly.
- Migration 0322 adds tables, a nullable cost-event column, and an
index. It is replay-safe, but normal migration locks still apply.

## Model Used

OpenAI Codex, based on GPT-6. This session did not expose a more
specific backend model ID or context-window size. Capabilities used:
code editing, shell execution, database tests, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 13:38:01 -07:00
DottaandPaperclip 556daf9a99 feat(dot): run cloud assignments in managed sandboxes (#15691)
## Thinking Path

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

## Linked Issues or Issue Description

**Agent or provider**

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

**Why this adapter is useful**

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

**How the agent is invoked**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 12:58:35 -05:00
Nicky LeachandPaperclip 2dd9811e8b Own agent hiring and termination in a lifecycle module (#15631)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

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

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

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

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

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

## Risks

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

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

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code tools, and local test
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in this PR with the feature request
field labels
- [x] I have not referenced internal or instance-local issues or links
- [x] My branch name describes the change
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] Targeted local tests pass
- [x] All Paperclip CI gates are green on the new commit
- [x] Greptile Apex is 5/5 with no open comments on the new commit
- [x] I will address review comments before requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-09 09:05:12 -07:00
DottaandPaperclip 2b4a1d7073 feat(dot): add guided invitations and persistent agent connections (#15581)
Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-08 16:26:41 -05:00
Devin FoleyandPaperclip 3367b75ccc fix: fence accepted work and cleanup before idle sleep (#15522)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A host can stop an idle instance to reduce unused compute.
> - Zero active runs do not prove that requests, saved work, or cleanup
are complete.
> - A client can disconnect while its request still writes, and failed
cleanup can remain only in memory or on disk.
> - This pull request holds new admission and checks accepted work,
cleanup, and persisted work under an owned drain.
> - The host gets an empty report only while those checks remain valid.

## Linked Issues or Issue Description

Refs #13413. That companion PR uses the same owned-hold vocabulary for
runtime services. This PR covers HTTP requests, scheduler work,
accounting, cleanup, and the instance work inventory. It does not
include the preview gateway changes.

**What existing behavior does this improve?**

The instance task-drain API reports process counters. It does not prove
that a host can safely stop the instance for idle sleep.

**Current behavior**

A quiet run set can coexist with an unfinished request, cleanup after a
completed run, future work, or a failed accounting write.

**Proposed behavior**

Provide a bounded owned idle hold. Block new ingress, track accepted
handler promises, inspect durable and local work, and return `none` only
when the same hold stays quiet through the checks. Keep normal
deployment drains compatible.

**Reason and benefit**

Hosts can identify eligible idle instances without treating a disconnect
or failed cleanup write as completed work.

## What Changed

- Add `purpose: "idle"`, a bounded TTL, unique owners, and owner-checked
release to task drain. Existing holds cannot be replaced by another API
request.
- Gate HTTP ingress before parsers, auth, webhooks, and MCP. Gate new
WebSocket upgrades. Track async handlers in nested Express routers and
error middleware until they settle, even after the response or client
disconnect.
- Count accepted live-event WebSocket authentication through settlement,
even after disconnects. Count detached built-in agent, managed-home and
runtime-service startup reconciliation after readiness.
- Keep health and control mutations tracked. Count control-request
authentication separately from the read-only report, including
concurrent user/company/membership writes.
- Pause new scheduler admissions during idle holds. Count work already
in flight, including database backups, and reject scans whose work
generation changes. Periodic backups block sleep without a host wake
schedule.
- Inspect accounting and orphan-cleanup spool directories without
skipping temporary or malformed entries. Retain orphan tokens through
queue splices, flush failures, and buffer overflow. Keep failed usage
capture counted until its database failure fence is written.
- Check persisted work across companies in a bounded read-only
transaction. Include deferred agent-file cleanup and saved watchdogs
whose watched issues are complete. Enabled plugins and unsupported
retained work remain blockers.
- Require the exact idle owner and completed startup tracking before
returning an empty report. Keep reports free of tenant details.
- Document the hosting protocol, retry behavior, conservative blockers,
and the remaining external provider-stop race.

## Verification

- Current head: `8d9a599b732c2047b8c671d4799065d7c90a3567`, rebased on
master `941a3fa991aeb97eb1ac390c65b7973b5f6de1ad`. Both heartbeat helper
extractions are preserved. GitHub confirms no merge conflicts.
- Focused heartbeat renderer/run-log, drain, control-auth, admission,
route and PostgreSQL inventory checks: 234 tests passed in 10 suites
after the rebase.
- The POST task-drain contract includes the expected `409` conflict
response. The 84 OpenAPI and instance-settings route tests and server
typecheck passed after that final documentation fix.
- Final accepted-upgrade/startup regression run: 104 tests passed in
five suites, including success and failure after readiness or
disconnect. Final server typecheck also passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm install --frozen-lockfile` and the PR diff secret scan passed.
No dependency or lockfile changes are added by this PR.
- The prior verification covered HTTP disconnects and early responses,
async error handlers, concurrent authentication writes, signed
bootstrap, saved watchdogs, backup promises, orphan cleanup, spools and
failed accounting fences. Those tests passed.
- The last full local `pnpm test:run` stopped in the general-server
phase with 16,658 passing tests and five skill/connector fixture
failures caused by an ancestor workspace skill directory. That full
local run preceded this rebase and has not been repeated for the import
conflict. Full current-head CI passed: 53 successful checks and two
conditional skips, with no failures.
- All eight review findings are fixed and their threads resolved,
including accepted upgrade authentication, detached startup writes and
the POST conflict contract. Current-head Apex review is 5/5 with no new
findings; all eight review threads remain resolved.
- No live provider stop or production change was performed.

## Risks

- The hosting controller must use the owned protocol and hold external
admission through its final validation and provider stop. A legacy drain
cannot authorize idle sleep. During an idle hold, new requests receive
503 with `Retry-After: 1`; the host must handle queueing or retry before
enabling this path.
- This is a single-process protocol. An unexpected restart after the
last validation can race an external provider stop. The host must
serialize deploy/wake/sleep operations and bind the validation to the
instance it stops. Multiple replicas need shared fencing.
- Some retained state conservatively prevents sleep, including every
enabled plugin. This PR does not promise that every inactive instance
becomes eligible.
- The HTTP adapter uses Express 5 router layers. Real Express tests
cover nested routes, errors and disconnects. New routes must register
before tracking is installed. Detached work must have durable state or
explicit work tracking.
- Unrecoverable in-memory cleanup debt keeps the instance awake until
reconciliation. This change does not make such debt survive an unplanned
process crash. No schema migration or provider configuration change is
included.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, repository inspection, tool use
and code execution. The exact deployment variant/model ID and context
window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 08:35:45 -07:00
DottaandPaperclip d66acb7ac1 feat: automate Slack bot app setup and installation (#15413)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors give each agent a customer-owned bot and task-backed
conversations.
> - Manual Slack setup requires app creation and copying durable
credentials.
> - Operators need a shorter setup that an assisting agent can use
safely.
> - This pull request creates the app through Slack's Manifest API and
installs it through OAuth.
> - Durable registration state supports recovery without creating
another app.
> - A four-screen wizard, automatic avatar upload, and OAuth account
linking reduce setup work.
> - Connector settings and per-turn tool guidance support daily use
after installation.

## Linked Issues or Issue Description

**Subsystem affected**

Native Slack bot setup, company secret storage, chat connector
management, and agent tool guidance.

**Problem or motivation**

New Slack bots require manual app creation and copying a signing secret
and bot token. Interrupted setup can create duplicate apps. The setup
and management screens contain unnecessary controls. Agents also need
guidance for native questions, files, thread replies, and governed Slack
actions.

**Proposed solution**

Use a temporary app-configuration access token to create a
customer-owned app. Save durable secrets in the vault. Bind OAuth to the
initiating actor, company, endpoint, registration revision, scopes, and
configured origins. Preserve manual and existing-app recovery. Link the
installing user's account, send a welcome DM, and advance from saved
server evidence. Keep request-URL recovery instructions available if
automatic connection detection waits.

**Alternatives considered**

The Slack CLI adds installation requirements. Socket Mode changes
transport. A shared Paperclip-owned app changes app ownership. These
alternatives are outside this change.

**Roadmap alignment**

This extends existing chat connectors and secrets capabilities. Related
public work: #14037 and #13954 cover Slack MCP prerequisites and user
OAuth. No duplicate bot-registration PR was found.

## What Changed

- Share one reviewed manifest builder between automatic registration and
manual setup.
- Add replay-safe migration 0318 and company-bound registration state
with vault references and uncertain-creation recovery.
- Add registration, installation, callback, and resume APIs with
short-lived, single-use OAuth state.
- Save installation credentials before downstream checks and preserve
bot identity constraints.
- Reduce automatic setup to four screens. Keep advanced app details,
manual recovery, and existing-app setup.
- Upload the agent avatar with the Paperclip dark background. Link the
OAuth installer's account and send setup DMs.
- Show agent and connector-owner avatars. Simplify settings, access, and
conversation screens.
- Discover joined Slack channels and enable them by default. Start a
task from a bare mention and admit same-thread follow-ups.
- Refresh Slack tool guidance each turn. Add native-form, file,
approval, and delivery regressions plus manual model probe definitions
and sanitized acceptance records.
- Update deployment/database docs, OpenAPI, redaction, removal cleanup,
production Storybook stories, and provider browser tests.
- Merge current master and move the registration migration after its
latest migration without rewriting published commits.

The completed Slack success view intentionally has a single centered
**Done** action and no **Save & exit**, as explicitly requested by the
product owner. `DESIGN.md` records this exception; unfinished setup
steps retain the aligned wizard footer.

## Verification

- Passed after the master merge: repository typecheck, full build,
Storybook build, design-token gates, module-boundary gates, and
migration generation.
- Passed: all 352 focused Slack deterministic tests and all 14 affected
provider browser tests. Browser tests use controlled provider fixtures
and a separate throwaway instance.
- Passed on current head `c5d01e0e2`: the complete GitHub test matrix
(general server, chat, all workspaces, serialized server, and Runner),
all eight browser shards, typecheck/release registry, build, canary dry
run, security checks, and policy gates. There are 52 passing checks and
no pending or failing checks.
- Greptile completed on the exact current head with 5/5 and no
actionable findings or open review threads.
- Local repair verification passed 93 focused tests, including same-app
reinstall after revocation and rejection of consent started before
revocation, the AgentMail browser journey, and repository typecheck.
Local build and Storybook build also passed. The redundant local
full-suite rerun was stopped after the complete current-head CI matrix
passed.
- Real Slack setup and agent replies were exercised in the authorized
isolated test drive during the setup iteration.
- The ten additional model probes were attempted with legacy
`codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were
partly verified. Native runtime is not qualified. See
`server/src/services/connectors/slack/evals/2026-10-08-acceptance.md`
for evidence and limits.
- Passing model probes cover native forms, downloaded file bytes, bare
mentions with thread replies, explicit posts/reactions, and saved
approval denial.
- The controlled uncertain-write probe found wrong delivery-check IDs.
The canvas fallback attempt used an invented tool name. Search
pagination/native search, a private-source denied-tool receipt, and
distinct board/webhook origins remain unqualified.

Reviewer path: enable Chat connectors, start Slack chat setup, select an
agent, enter an app-configuration access token, and approve Slack
installation. Send a message to the bot and confirm that setup advances
to success. Inspect settings and allowed channels. See
`doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery.

## Risks

- Slack app creation has no provider idempotency guarantee. A timeout
after dispatch stays uncertain until the operator checks Slack.
- OAuth needs a stable public HTTPS board origin. Webhook ingress may
use a separate configured HTTPS origin. Workspace policy can delay
installation.
- Migration 0318 can replay safely on instances that applied the earlier
development migration.
- OAuth installation now links the installer to the initiating Paperclip
user. Identity checks and company access rules still apply.
- Joined channels now enable bot responses by default. Linked-user
authorization and per-action approval rules still apply.
- Model behavior has the documented delivery-check and canvas fallback
failures. A passing CI run does not establish that every model probe
passed.
- Removing the connection does not delete the customer's Slack app. No
new first-party telemetry is added.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose a more
specific authoring model ID or context-window size. The live bot probes
used OpenAI `gpt-5.6-sol` through `codex_local` in legacy 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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-08 06:33:31 -05:00
DottaandPaperclip dd777f4b73 feat(dot): complete onboarding and expand governed Runner capabilities (#15414)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-07 19:44:17 -05:00