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Author SHA1 Message Date
Devin FoleyandPaperclip 90182b4f8b Report bounded Cloud portfolio failure diagnostics (#15340)
## Thinking Path

> - Paperclip manages work for AI agents and their companies.
> - Cloud instances proxy a trusted user's portfolio through the control
plane.
> - A failed request returns a generic error to the client.
> - That replacement error loses the failure phase and network code in
Sentry.
> - Operators need bounded evidence without upstream messages or
credentials.
> - This PR adds safe diagnostics while preserving the existing request
behavior.

## Linked Issues or Issue Description

Refs #10850, which added the portfolio proxy. No open PR for this
diagnostic gap was found.

**What happened?**

A rejected portfolio fetch becomes a generic 502 in Sentry. The event
cannot distinguish a connection reset, deadline, HTTP response failure,
or body failure. The route's previous warning also included the original
error and a stack identifier.

**Steps to reproduce**

Make the portfolio proxy's fetch reject with a TypeError whose cause has
`code: ECONNRESET`. The client correctly receives the generic 502, but
the captured replacement error loses that code.

**Expected behavior**

Keep the existing client response. Attach only bounded server-side
diagnostic fields to the failure event. Do not retry the request or
expose the original error.

## What Changed

- Add a typed portfolio error with a private frozen diagnostic record:
phase, upstream HTTP status, elapsed milliseconds, and an allowlisted
network code.
- Read at most four error/cause objects through own data properties.
Unknown codes, messages, getters, and out-of-range values do not enter
the record.
- Replace the route's raw-error warnings with safe fields. Send a plain
error plus event-local context through the existing optional Sentry
gate. Keep the route callsite and default fingerprint policy.
- Preserve authentication, trusted headers, cookies, exact HTTP error
bodies, cache behavior, the ten-second deadline, and one fetch per
request. Public responses receive no diagnostic fields.
- Document the fields and test HTTP behavior, privacy, and event
isolation with the real Sentry SDK.

## Verification

- `PAPERCLIP_REQUIRE_SENTRY_TEST_SDK=1 pnpm exec vitest run
server/src/__tests__/cloud-portfolio-error.test.ts
server/src/__tests__/cloud-routes.test.ts
server/src/__tests__/sentry.test.ts
server/src/__tests__/run-failure-sentry-real-sdk.test.ts`: 65 passed,
with the audited optional SDK installed.
- Full local `pnpm -r typecheck` and `pnpm build` passed on Node 24.21.0
and pnpm 9.15.4.
- Independent review found no blockers and independently passed all 65
tests, including the real SDK checks, on this exact commit.
- Full Linux CI passed on this exact commit and provides aggregate suite
coverage (54 successful checks, 2 intentional skips). A duplicate full
local aggregate was not run.
- The first SDK contract job failed before tests when npm could not
resolve an OpenTelemetry transitive package. A subsequent empty-cache
install first encountered a missing tarball, then succeeded after the
registry artifact became available. All 6 real-SDK tests passed against
that fresh install; the single unchanged-head CI retry passed. The SDK
pin, workflow, and dependency files are unchanged.
- The first browser shard 8 run timed out waiting for the inbox retry
reply after 45 seconds. The unchanged isolated case passed (1/1), and
the test, UI handler, fixture, and recovery files match the base commit.
The failed log contains no wakeup POST before the test's immediate
navigation; a navigation/request timing race is suspected but unproven
without a trace. The single unchanged-head shard retry passed (20
passed, 1 skipped); no timeout or source change was made.
- Greptile reviewed this exact commit at 5/5 with no unresolved review
threads.
- No live portfolio request was replayed. Route tests use controlled
local upstream responses.
- The added diff passed the secret and PII scan and `git diff --check`.

## Risks

This is a diagnostic change. It does not identify or repair the origin
of a connection reset. Unknown transport failures remain `unknown`.
Elapsed values outside 0–60,000 ms become null. Default Sentry
fingerprinting remains enabled; exact historical group membership is not
guaranteed. No retry, migration, deployment, or configuration change is
included.

## Model Used

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

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-06 06:58:36 -07:00
DottaandPaperclip 5858ccb981 feat: make in-app features cloud-aware (#10850)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-04 23:00:14 -05:00