Commit Graph
5 Commits
Author SHA1 Message Date
DottaandPaperclip d432dc7fa3 Add GitHub-synced skill sources (#14713)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 13:32:58 -05:00
scotttongandClaude Fable 5 c90e66bdd6 feat(ui): design-system component convergence — Card/Badge adoption, multiplicative radius ladder, unified list surfaces (#9240)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its UI is governed by a design system (`DESIGN.md` + the token layer
in `ui/src/index.css`, merged in #9134) whose first principle is "one
way to say each thing" — one Card, one Badge, one nav row
> - After the token extraction landed, ~35 files still hand-rolled card
containers, ~45 files hand-rolled pill spans, the sidebar agents section
duplicated the nav-row chrome, and the inbox and tasks lists rendered
the same task rows two subtly different ways
> - Each divergence is a place where a future design change (radius,
hover language, status vocabulary) silently misses surfaces, defeating
the "edit tokens + run checks" model the design system exists for
> - This pull request converges those surfaces onto the shared
primitives, codifies the radius scale as the modern multiplicative
shadcn ladder, and unifies the row/hover/tree-guide language across the
inbox and tasks lists — every visible delta was human-reviewed
screen-by-screen against a live instance across nine feedback rounds
> - The benefit is that the app's look is now steerable from single
knobs (one `--radius` anchor, one Card, one Badge, one row component),
and the visual regression suite covers the result (514 snapshots
including a new AgentDetail page story)

## Linked Issues or Issue Description

No public GitHub issue exists for this work; describing per the feature
template:

- **Problem**: after the design-token foundation (#9134),
component-level drift remained — hand-rolled cards/pills, duplicated
sidebar row chrome, and two different renderings of task rows (inbox vs
tasks list) meant design changes had to be applied per-surface and
frequently missed spots (e.g. status glyphs rendered 16px in the inbox
but 20px in the tasks list because a slot override silently beat the
component default).
- **Proposed behavior**: all card-shaped containers render via `Card`,
all label pills via `Badge`, sidebar rows via `SidebarNavItem`, and both
task-list surfaces via one `IssueRow` configuration; the radius scale is
a single multiplicative ladder anchored at `--radius: 0.5rem`.
- **Alternatives considered**: converting interactive
`<button>`/`<Link>` cards to `Card` divs (rejected — breaks semantics;
documented inline with `design-allow` comments instead); keeping the
legacy additive radius ladder (rejected in favor of the standard shadcn
multiplicative mapping).

## What Changed

- `Card` adoption across ~35 files (settings pages, auth/board flows,
dashboards, list containers, KPI tiles); non-adoptable sites
(interactive cards, `<li>` rows, class-string props, chart tooltip)
carry documented `design-allow(card-pattern)` comments
- `Card` gains an `interactive` prop — one quiet hover affordance for
clickable cards (cursor, border darken, shadow lift, focus ring),
applied to skills tiles, artifact cards, and the company selector; cards
carry no resting shadow
- `Badge` adoption for 113 hand-rolled pill spans across ~45 files;
`PropertyChip` wraps `Badge` internally; `StatusBadge`, external-object
chips, and match chips stay bespoke by documented decision (WCAG-tuned
status mechanics)
- Radius ladder becomes the multiplicative shadcn mapping
(`sm/md/lg/xl/2xl/3xl/4xl = 0.6/0.8/1.0/1.4/1.8/2.2/2.6 × --radius`,
anchor `0.5rem`); every card surface unifies on `rounded-lg`; the
orphaned 8px literal token is deleted
- Sidebar: agent rows render via `SidebarNavItem` (new additive props:
`iconNode`, `active`, `trailing`, `liveAccessory`); live dots use
`--status-agent-running`; one row rhythm and inset rounded pill
highlight; right-aligned trailing badges; every labeled section is
collapsible
- Inbox + tasks lists unified: md status glyphs, `accent/50` rounded row
hovers, vertical tree guides under parent rows (opaque underlay so
dark-mode translucent borders don't stack), no horizontal dividers under
expanded parents; the swipe-to-archive reveal layer shows only
mid-swipe; board toggle uses the `SquareKanban` glyph
- Kanban: every column carries a status-hued tint; lanes default
expanded (including empty); compact mode collapses empty lanes to
labeled rails (fixes a clipped, label-less empty-column state)
- Storybook: new AgentDetail page story (realistic fixtures, light+dark)
joins the visual suite; suite captures with `reducedMotion: 'reduce'`
and the ux-lab reasoning ticker honors `prefers-reduced-motion`; a stale
lexical alias in `storybook/main.ts` is fixed (build was broken since
the lexical 0.46 bump)
- Keyboard navigation, from live review of the unified lists: inbox
navigation keys work on every tab (archive keys stay scoped to the
archivable tab); keyboard-driven scrolling no longer hands the selection
to whatever row lands under the stationary cursor (hover selects only
after real pointer movement); the tasks list view gains the same j/k /
arrows / Enter selection model as the inbox; and the `g` then `i`
go-to-inbox chord works app-wide instead of only on the issue detail
page
- Token gates restored to 3/3 CLEAN (tokenized a post-#9134 regression
in the recovery card); decisions recorded in
`doc/design/DECISION-SHEET.md` and `doc/design/COMPONENT-INVENTORY.md`
(investigation verdicts: FileTree vs WorkspaceFileBrowser and the four
entity pickers stay separate — evidence included)

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN
- `pnpm typecheck` → green (all packages)
- `cd ui && npx vitest run` → 2106/2106 (assertions updated in lockstep
where they documented superseded decisions; new tests for the global
go-to-inbox chord)
- `pnpm --filter @paperclipai/ui build` → exit 0
- `pnpm build-storybook` → succeeds (also fixes the lexical-alias break
on master)
- Visual regression: 514-snapshot Playwright suite green against the
updated baseline (zero diffs from the keyboard-navigation round — those
changes are purely behavioral). Note: baselines live outside git per the
suite design and the baseline-manifest archive is not yet published, so
CI cannot run this suite — it was run locally throughout; every visible
delta was reviewed screen-by-screen in a live instance across nine
review rounds. Review evidence (before/after triplets) intentionally
kept out of the repo for size; available on request.
- Manual: exercised dashboard, tasks (list + board), inbox, agents,
skills, costs, settings, and artifact surfaces in light and dark themes

## Risks

- Wide but shallow visual surface: most changes are class-string
substitutions with behavior preserved (props, handlers, roles, test
ids). The riskiest areas — dnd-kit card refs (React 19 ref-as-prop),
inbox swipe-to-archive, and sidebar overlays — are covered by existing
unit tests (all green) and were manually exercised.
- Intentional visual deltas (rounded cards, tinted kanban columns, md
status glyphs, unified hovers) are design decisions recorded in
`doc/design/DECISION-SHEET.md`; each maps to a re-baselined snapshot set
locally.
- The visual suite cannot yet run in CI (unpublished baseline archive —
pre-existing condition from #9134); until that lands, snapshot coverage
is local-only.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding with tool use (file editing, test execution, Playwright
screenshot verification); extended thinking enabled.

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-08 17:15:45 -07:00
c07e650cd7 feat(ui): single-source design tokens, visual regression suite, and theme retune (#9134)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its UI is the operator's daily surface: task lists, boards, budgets,
agent status — all built on shadcn components and Tailwind
> - Visual values (colors, spacing, type sizes, radii) were hardcoded at
~1,600 call sites: the same "small gray label" was 9/10/11px depending
on the file, charts disagreed with chips about status colors, two
toggle-switch implementations coexisted in two greens, and there was no
visual regression coverage
> - This made the UI drift-prone and made any restyle a
hundreds-of-files project, which discourages design iteration
> - This pull request extracts visual values into a single token layer
in `ui/src/index.css`, adds a Storybook visual regression suite backed
by external immutable baseline archives, and then applies a deliberate
retune reviewed change-by-change on screenshot diffs
> - The benefit is that Paperclip's look becomes a config surface:
retheming is a token edit reviewed as a snapshot diff, drift is blocked
by a token gate, and future UI PRs can prove exactly what changed
visually without committing hundreds of PNGs

## Linked Issues or Issue Description

No existing public issue covers this work (searched "design tokens",
"visual regression", "design system" across issues and PRs). Related in
spirit: Refs #8982 (theming a hardcoded panel — a one-off instance of
the same problem class this PR addresses systematically).

**Problem (feature-request form):** UI visual values are hardcoded per
call site with no source of truth and no regression coverage;
consistency depends on reviewer memory, and restyling requires mass file
edits.
**Proposed solution (this PR):** a single token layer + enforcement gate
+ externally stored visual snapshot suite, then an intentional restyle
on top of that foundation.

## What Changed

- **Token extraction (zero visual change, machine-verified during
development):** committed codemods (`scripts/codemod-*.mjs`) moved
~1,600 hardcoded color/type/spacing/radius/shadow/misc values into named
tokens in a non-inline `:root` block of `ui/src/index.css`.
- **Visual regression suite:** `pnpm test:storybook-visual` covers 255
stories × light/dark = 510 Playwright screenshots at `maxDiffPixels: 0`,
plus new primitive-coverage stories and deterministic-render fixes.
- **External visual baselines:** committed PNG snapshots were removed.
`tests/storybook-visual/baseline-manifest.json` pins an immutable
archive URL/hash/size/count, and `scripts/storybook-visual-baseline.mjs`
handles `download`, `verify`, `pack`, and trusted maintainer `upload`
flows.
- **Opt-in visual CI artifacts:** added a `Storybook Visual` workflow
that runs on manual dispatch or PRs labeled `storybook-visual`,
downloads/verifies the baseline, runs Playwright, and uploads Playwright
report/test-result artifacts for review. Normal PR runs do not mutate
baseline objects.
- **Token gate:** `pnpm check:token-gates` — zero hex literals, zero
arbitrary bracket values, zero raw font-sizes in `ui/src/components/**`
and `ui/src/pages/**`, with a documented inline allowlist for legitimate
opt-outs.
- **Theme retune (intentional, snapshot-reviewed):** new base theme
values; radius ladder derived from a single `--radius` knob; micro-type
cluster collapsed to a named ladder (`--text-nano/micro/compact` +
Tailwind `text-xs`/`text-sm`); letter-spacing collapsed to named steps.
- **One status-color vocabulary:** charts, quota/budget bar fills,
RUNNING/live chips, and liveness indicators all use the canonical
`--status-*` hues. Light-mode legibility fixes for red alert surfaces
that used dark-tuned text classes.
- **One switch:** `ToggleSwitch` restyled to the registry capsule form,
second hand-rolled implementation removed, and all call sites unified.
- **Docs:** `DESIGN.md` is the design contract; `doc/design/` holds
audit reports, decision logs, and updated guidance for external baseline
review/update workflows.
- Dead code removed (`agentStatusBadge` duplicate map), byte-identical
contrast constants consolidated, semantic renames
(`--project-seed`/`--project-none`, `--liveness-blue`).

## Verification

- `pnpm check:token-gates` — 3/3 gates CLEAN during the design-system
run
- `pnpm typecheck` && `pnpm --filter @paperclipai/ui build` — green
during the design-system run
- `node --test scripts/__tests__/storybook-visual-baseline.test.mjs` —
pass after external-baseline rework
- `pnpm exec tsc --noEmit --pretty false --module NodeNext
--moduleResolution NodeNext --target ES2022 --types
node,@playwright/test tests/storybook-visual/playwright.config.ts
tests/storybook-visual/storybook-visual.spec.ts` — pass after
external-baseline rework
- `git diff --check origin/pr/9134..HEAD` — pass after external-baseline
rework
- `find tests/storybook-visual -type f -name '*.png' -print | wc -l` —
`0`
- `node scripts/storybook-visual-baseline.mjs verify` — intentionally
fails closed until the first trusted maintainer publishes the baseline
archive and updates `baseline-manifest.json`

## Risks

- **Large but shallow:** the PR still touches many UI files due to
mechanical token extraction and retune work, but committed PNG snapshot
churn has been removed from the branch.
- **Baseline publication required before the visual suite can pass in
clean clones:** the manifest currently has placeholder archive metadata.
A trusted maintainer must publish the first immutable archive, then
update `baseline-manifest.json`.
- **Rendering platform variance:** the external baseline should be
captured in the documented Linux/Chromium environment. Future CI runs
verify against the pinned archive and fail closed on checksum/count
mismatch.
- **Visual CI is opt-in while stabilizing:** add the `storybook-visual`
label or dispatch the workflow manually to produce downloadable
Playwright report/test-result artifacts.
- **Scheduled follow-ups, deliberately out of scope:** Tailwind palette
classes map to semantic tokens in a dedicated pass; card/pill component
consolidation; ESLint ratchet. Tracked in
`doc/design/DECISION-SHEET.md`.

## Model Used

Claude Fable 5 (Anthropic, `claude-fable-5`, Mythos-class tier) with
extended thinking, running in Claude Code with tool use; mechanical
phases delegated to Claude Sonnet subagents. Follow-up external-baseline
rework assisted by OpenAI Codex (`gpt-5` coding agent with repository,
terminal, and GitHub tool use). All bulk rewrites executed via
deterministic, idempotent scripts committed in `scripts/`; intentional
visual changes were human-reviewed on screenshot contact sheets.

## 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 targeted local verification and documented the
intentional baseline-publication failure 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
- [ ] All Paperclip CI gates are green *(pending new CI run after this
rework)*
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
*(pending review)*
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-07 16:22:16 -05:00
ad961227f5 feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.

## Linked Issues or Issue Description

Refs #224
Refs #6057

This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.

Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.

## What Changed

- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.

## Verification

- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.

## Risks

- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.

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

## Model Used

OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
reasoning mode are not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-05 05:58:20 -05:00
DottaandPaperclip 3c73ed26b5 Expand plugin host surface (#5205)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - The plugin system is the extension boundary for optional product
capabilities
> - Rich plugins need more than a worker entrypoint: they need scoped
database storage, local project folders, managed agents/routines, host
navigation, and reusable UI components
> - The LLM Wiki work exposed those missing host surfaces while keeping
plugin code outside the core control plane
> - This pull request expands the core plugin host, SDK, server APIs,
and UI bridge so plugins can declare and use those surfaces
> - The benefit is that future plugins can integrate with Paperclip
through documented, validated contracts instead of bespoke server or UI
imports

## What Changed

- Added plugin-managed database namespaces and migration tracking,
including Drizzle schema/migration files and SQL validation for
namespace isolation.
- Added server support for plugin local folders, managed agents, managed
routines, scoped plugin APIs, and plugin operation visibility.
- Expanded shared plugin manifest/types/validators and SDK
host/testing/UI exports for richer plugin surfaces.
- Added reusable UI pieces for file trees, managed routines, resizable
sidebars, route sidebars, and plugin bridge initialization.
- Updated plugin docs and example plugins to use the expanded host and
SDK surface.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/validators/plugin.test.ts
server/src/__tests__/plugin-database.test.ts
server/src/__tests__/plugin-local-folders.test.ts
server/src/__tests__/plugin-managed-agents.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/plugin-orchestration-apis.test.ts
ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx
ui/src/components/ResizableSidebarPane.test.tsx
ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed:
11 files, 67 tests.
- Confirmed this PR changes 89 files and does not include
`pnpm-lock.yaml` or `.github/workflows/*`.

## Risks

- Medium: this expands plugin host contracts across db/shared/server/ui
and includes a new core migration (`0076_useful_elektra.sql`).
- The plugin database namespace validator is intentionally restrictive;
plugin authors may need follow-up affordances for SQL patterns that
remain blocked.
- Merge this before the LLM Wiki plugin PR so the plugin can resolve the
new SDK and host APIs.

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

## Model Used

- OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub
workflow. Context window size was not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-05 07:42:57 -05:00