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a072fafbb84e15fb262b96c89ec6e7254f985296
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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandPaperclip
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a072fafbb8 |
Add folders schema and backend API
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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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> |
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DottaandPaperclip
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43b005b704 |
Add pipeline workflow primitives and operator UI (#7903)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The pipeline subsystem models repeatable work as items moving through stages, with agent automation, review gates, blockers, drift notices, and linked work. > - Operators need this to be usable as one coherent workflow surface, not just as backend primitives or disconnected route experiments. > - The branch now carries the pipeline data model, service/routes, CLI/tutorial path, aggregation feeds, operator UI, stage automation controls, liveness/retry handling, and follow-up polish that make the primitive reviewable end to end. > - This pull request is the single review target for that pipeline workflow primitive stack. > - The benefit is that reviewers can evaluate the full operator experience and server contract together against `master`. ## Linked Issues or Issue Description No public GitHub issue exists for this work. The underlying feature request is described inline. ### Problem or motivation Paperclip needs a first-class way to model multi-stage agent/company workflows where upstream items can spawn downstream work, request review, carry fields across pipelines, surface drift, retry automation, and show operators where work is blocked or active. Without a unified pipeline primitive, these workflows spread across ad hoc issues, routines, and comments, making the state hard to inspect or operate. ### Proposed solution Add the pipeline workflow primitive stack: database schema and migrations, shared validators/types, server services and REST routes, aggregation and liveness helpers, CLI/tutorial smoke support, and the React operator UI for pipeline lists, boards, item detail, review/learnings views, settings, stage automation, secrets, carry-over fields, and retry/recovery flows. ### Alternatives considered - Keep workflows as loosely linked issues and routines: rejected because operators need a single board/detail/settings surface for repeated workflow patterns. - Ship backend primitives first and defer UI: rejected for this branch because the operator experience is the main way to validate the primitive. - Add a narrower one-off content workflow: rejected because the same primitives are useful across future company processes. ## What Changed - Added and evolved pipeline schema, migrations, shared contracts, server services, REST routes, route tests, and CLI/tutorial smoke support. - Added pipeline aggregation, health/liveness, drift acknowledgment, blocker/carry-over, automation retry, stage automation environment, and permission recovery behavior. - Added the operator UI for pipeline index/board/item detail/settings/review/learnings flows, including stage secrets, automation controls, markdown/item descriptions, linked issue assets, liveness banners, and source automation metadata. - Refactored issue document frame rendering through the shared `DocumentFrameHeader` component to keep document controls consistent with the pipeline document surfaces. - Kept this PR as the single base-branch review target for the current pipeline branch. ## Verification Current branch refresh: - `pnpm vitest run server/src/__tests__/pipelines-service.test.ts` — 31 passed - `pnpm vitest run server/src/__tests__/pipelines-routes.test.ts` — 19 passed - `pnpm --filter ./server typecheck` — passed - `pnpm --filter ./ui typecheck` — passed - Verified Pipelines remains gated by `enablePipelines === true`: sidebar item is hidden unless the flag is enabled, direct pipeline routes redirect to `/dashboard` when disabled, and the Experimental settings UI still has no Pipelines toggle. - GitHub status checks on `df071c710646de625131064c3fb6588b5e97964a` — all complete with no failing conclusions, including Actions, Socket, Superagent/Security, and Greptile Review - Greptile summary on `df071c710646de625131064c3fb6588b5e97964a` — Confidence Score 5/5 - GitHub review-thread sweep — 0 unresolved Greptile threads Previously recorded during branch development: - Server pipeline service/route and aggregation tests - Shared validator tests - UI pipeline page/settings/item-detail/learnings/liveness tests - Pipeline tutorial smoke path ## Risks - High review surface: this is a large feature branch spanning database, shared contracts, server behavior, CLI/docs, and UI. - Migration ordering and schema compatibility need reviewer attention because this branch has been kept current across multiple `master` syncs. - GitHub still reports merge state `BLOCKED` because the PR is awaiting normal human review/branch-protection completion; all current status checks are green. - Branch-name checklist exception: this PR uses the pre-existing requested branch name, which predates the current public-branch naming rule. The PR title/body avoid internal issue references. > 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 coding agent based on GPT-5, with repository tool use, shell execution, git/GitHub CLI operations, and local verification commands. Earlier commits in this branch were assisted by Paperclip agents and other AI coding agents as recorded in commit authorship. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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b3c0fadd63 |
feat(routines): add date variable controls (#8655)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Scheduled routines can prompt agents with variables that are filled in at dispatch time. > - Existing routine variable handling supported plain text-like values, but date inputs need a structured contract so routines can pass consistent date values. > - Operators also need date variables to be easy to configure and override from the routine UI. > - This pull request adds a date variable type across shared validation, server dispatch, and UI editing/run dialogs. > - The benefit is that routine authors can define date inputs once and agents receive validated ISO-style date values when routines run. ## Linked Issues or Issue Description Refs #219 Feature request: - Problem/motivation: Scheduled routines need first-class, typed date variables so operators can configure dates without relying on free-form text conventions. - Proposed solution: Add an `x-date` routine variable type with shared parsing/validation, server dispatch support, and UI date-picker controls in routine variable editors and run dialogs. - Alternatives considered: Continue treating dates as plain text, but that leaves validation and formatting to individual operators and agents. - Roadmap alignment: This is a focused improvement to the completed Scheduled Routines milestone and does not duplicate an active roadmap item. Related PR search: - Searched existing PRs/issues for `routine date picker`, `date variables`, and `scheduled routine date variable`; no direct duplicate PR was found. ## What Changed - Added the shared `x-date` routine variable contract, parsing, defaults, and validation coverage. - Extended routine dispatch to validate and pass date variable values. - Added date input controls to the routine variable editor and routine run variables dialog. - Added focused tests for shared validation, server dispatch, and the UI date controls. ## Verification - `git diff --check public/master...HEAD` - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/routine-variables.test.ts packages/shared/src/validators/routine.test.ts server/src/__tests__/routines-service.test.ts ui/src/components/RoutineRunVariablesDialog.test.tsx ui/src/components/RoutineVariablesEditor.test.tsx` - 5 test files passed - 68 tests passed ## Risks Low to medium risk. This adds a new routine variable type across shared/server/UI paths, so the main risk is compatibility with existing routine variable payloads. The change keeps existing variable types intact and adds targeted validation tests for the new date 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 coding agent based on GPT-5, with terminal, git, GitHub CLI, and local test execution capabilities. ## 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> |
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DottaandPaperclip
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d734bd43d1 |
[codex] Roll up May 17 branch changes (#6210)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so agent work needs visible ownership, recovery, and operator controls. > - This local branch had accumulated several related control-plane reliability and operator-experience fixes across recovery actions, watchdog folding, model-profile defaults, mentions, markdown editing, plugin launchers, and small UI polish. > - The branch needed to be converted into a PR against the current `origin/master` without losing dirty work or including lockfile/workflow churn. > - The safest standalone shape is a single rollup PR because the recovery/server/UI files overlap heavily across the local commits and splitting would create avoidable conflicts. > - This pull request replays the local branch onto latest `origin/master`, preserves the uncommitted work as logical commits, and adds a Zod 4 validator compatibility fix found during verification. > - The benefit is that the May 17 local branch can be reviewed and merged as one coherent, conflict-free branch under the 100-file Greptile limit. ## What Changed - Rebased the local May 17 branch work onto current `origin/master` in a dedicated worktree. - Preserved and committed previously dirty changes for recovery retry handling, plugin/sidebar launcher polish, and `.herenow` ignores. - Added recovery-action behavior for returning source issues to `todo` when retrying source-scoped recovery. - Included the existing local recovery/liveness/watchdog fold, Codex cheap-profile, markdown/mention, duplicate-agent, and UI polish commits from the branch. - Normalized shared validator `z.record(...)` schemas to explicit string-key records for Zod 4 compatibility. - Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*` changes and stays below the 100-file Greptile limit. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `npm run install` in `node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the local native sqlite3 binding after installing with scripts disabled - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts packages/shared/src/project-mentions.test.ts packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/heartbeat-model-profile.test.ts server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts server/src/__tests__/plugin-local-folders.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/MarkdownEditor.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/lib/duplicate-agent-payload.test.ts ui/src/pages/Routines.test.tsx` - First pass: 13 files passed with 201 passing tests; 3 server files failed before sqlite3 native binding was built. - After rebuilding sqlite3: `server/src/__tests__/heartbeat-model-profile.test.ts`, `server/src/__tests__/issue-recovery-actions.test.ts`, and `server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts` passed/loaded; embedded Postgres tests were skipped by the local host guard. - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/adapter-utils typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` ## Risks - Medium risk: this is a broad rollup PR across recovery semantics, server tests, shared validators, and UI surfaces. - Some embedded Postgres tests skipped locally due the host guard, so CI should provide the stronger database-backed signal. - UI changes were covered by component tests, but no browser screenshot was captured in this PR creation pass. - This branch may overlap with existing recovery/liveness PR work; merge this PR independently or restack/close overlapping branches rather than merging duplicate implementations together. > 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, tool-enabled local repository and GitHub workflow, medium reasoning effort. ## 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 - [ ] 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> |
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DottaandPaperclip
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705c1b8d81 |
[codex] Add routine env secrets support (#6212)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Scheduled routines are the control-plane path for recurring agent work. > - Routines already had dispatch/history, but their runtime environment did not carry routine-owned secret bindings through execution. > - Operators need routine-specific secrets that can override project/agent env without exposing secret values in history, logs, or access events. > - This pull request adds the routine env runtime contract, wires it into execution, and makes the routine UI/history surfaces show safe secret metadata. > - The benefit is that routine executions can use scoped secret refs predictably while preserving company boundaries and auditability. ## What Changed - Added routine env persistence/runtime support, including `routines.env`, `routine_runs.routine_revision_id`, revision snapshots, and idempotent migration `0086_routine_env_runtime_contract`. - Resolved routine env during heartbeat adapter config assembly with precedence `agent < project < routine` and secret access events recorded against the routine consumer. - Added secret binding synchronization for routine create/update/restore flows and guarded cross-company, missing, disabled, and deleted secret cases. - Added a Secrets tab to routine detail, env/secret history diff rendering, and Storybook coverage for the new UI states. - Added server/UI regression tests, including an embedded-Postgres QA path for routine secret execution and restore behavior. - Updated implementation/database docs for routine env and secret-binding behavior. ## Verification - `pnpm install --frozen-lockfile` after rebasing onto `public-gh/master` to refresh workspace links for the newly-added upstream Grok adapter package. - `pnpm exec vitest run server/src/__tests__/heartbeat-project-env.test.ts server/src/__tests__/routines-service.test.ts server/src/__tests__/secrets-service.test.ts server/src/__tests__/qa-routine-secrets-e2e.test.ts ui/src/components/RoutineHistoryTab.test.tsx` passed: 5 files, 92 tests. - `pnpm -r typecheck` passed across the workspace. - `pnpm build` passed. Vite emitted the existing large-chunk/dynamic-import warnings. - UI screenshots were captured locally during QA in `artifacts/pap-9521/` and `artifacts/pap-9522/`; generated screenshots are not committed to avoid adding binary artifacts to the repo. ## Risks - Migration risk is limited by `IF NOT EXISTS` guards for the new columns, FK, and index, and the migration is ordered as `0086` immediately after upstream `0085`. - Runtime behavior changes env precedence for routine executions by adding routine env as the highest-precedence layer; tests cover agent/project/routine precedence. - Secret handling is security-sensitive; tests cover value-free manifests/events/errors, disabled/missing/deleted secrets, and cross-company rejection. - UI history now renders routine env/secret diffs; tests and Storybook stories cover the main rendering paths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell/tool use and medium reasoning effort. ## 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> |
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DottaandPaperclip
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d6d7a7cea6 |
Add routine revision history and restore flow (#5285)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - Routines are the scheduled/recurring work surface that keeps a company operating without manual kicks. > - Operators need routine edits to be auditable and recoverable, especially when routines control assignments, prompts, triggers, and webhook secrets. > - Documents already have revision-style safety, but routines did not have equivalent history or restore semantics. > - This pull request adds append-only routine revisions across the database, shared contracts, server routes, and board UI. > - The benefit is safer routine iteration: users can inspect history, compare changes, restore older definitions, and avoid overwriting newer edits. ## What Changed - Added `routine_revisions` storage, latest revision pointers on routines, shared types, validators, and API docs for routine revision history. - Added server service/route support for listing routine revisions, conflict-aware routine saves, and append-only restore operations. - Added a History tab on routine detail with revision preview, structured change summaries, description line diffs, dirty-edit blocking, restore confirmation, and restored webhook secret surfacing. - Extracted the line diff helper from `DocumentDiffModal` into `ui/src/lib/line-diff.ts` for reuse. - Rebased the branch onto current `public-gh/master` and renumbered the routine revision migration to `0077_unusual_karnak` after upstream `0076_useful_elektra`. - Made the `0077` routine revision migration idempotent so installs that already applied the branch-local `0076_unusual_karnak` can safely advance. - Updated the plugin SDK test harness routine fixture with the new revision fields required by the shared `Routine` contract. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` passed. - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/routine.test.ts` passed. - `pnpm exec vitest run --project @paperclipai/ui ui/src/lib/line-diff.test.ts ui/src/components/RoutineHistoryTab.test.tsx ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-service.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/routines-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` passed. - `pnpm --filter @paperclipai/plugin-sdk typecheck` passed after updating the SDK test harness fixture. - `pnpm --filter @paperclipai/plugin-sdk build` passed; this refreshed local generated SDK output needed by plugin example typechecks. - `pnpm -r typecheck` passed. ## Risks - Medium migration risk: this adds routine revision storage and backfills existing routines. The migration is ordered after upstream `0076` and uses `IF NOT EXISTS` / duplicate-object guards to tolerate earlier branch-local migration application. - Restore behavior intentionally appends a new revision instead of mutating history; callers expecting an in-place rollback need to follow the new latest revision pointer. - Restoring webhook triggers recreates webhook secret material, so users must copy newly surfaced secrets after restore. - Conflict-aware saves now reject stale routine edits when the client sends an older `baseRevisionId`. > 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, with shell/tool use in a local git worktree. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 Screenshots: not attached in this draft PR; the new UI flow is covered by component tests listed above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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dotta
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5d021583be | Add draft routine defaults and run-time overrides | ||
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dottaandPaperclip
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fd6cfc7149 |
fix(routines): address Greptile review findings
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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909e8cd4c8 |
feat(routines): add workspace-aware routine runs
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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8f5196f7d6 |
Add routines automation workflows
Co-Authored-By: Paperclip <noreply@paperclip.ing> |