Commit Graph
670 Commits
Author SHA1 Message Date
DottaandPaperclip 7efbf70f45 fix(server): make concurrent unstars idempotent
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-21 14:00:31 +00:00
DottaandPaperclip bcea9310b2 fix(server): harden document star idempotency
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-21 13:53:17 +00:00
DottaandPaperclip 891c33f48c feat(server): add per-user document stars
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-21 13:43:16 +00:00
DottaandPaperclip 59eee4829c fix(inbox): stop archived items from resurfacing (#9931)
## Thinking Path

> - Paperclip is the control plane operators use to coordinate AI-agent
companies and review work needing attention.
> - The Inbox is the operator-facing surface that aggregates tasks
requiring attention across server state and shared client polling.
> - Archiving a task optimistically removed it, but ordinary background
activity and stale polling responses could make it reappear seconds
later.
> - The server therefore needs to distinguish genuine user-attention
events from routine agent/system activity.
> - The client also needs a bounded local archive guard across every
Inbox query path while the server mutation and in-flight polls settle.
> - This pull request fixes both resurrection paths and adds
race-focused regression coverage.
> - The benefit is stable archive behavior without hiding a genuine
archive failure after reconciliation or reload.

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] Searched existing open and closed issues and pull requests; no
duplicate implementation was found.
- [x] Reproduced on `master` before this branch.
- [x] Confirmed this is a Paperclip core bug, not adapter or provider
behavior.

### What happened?

Archiving an Inbox task hid it optimistically, then background refresh
activity could insert it back into the list seconds later.

### Expected behavior

A successfully archived task remains hidden during normal polling. A
genuine failed archive may become visible again after reconciliation or
reload.

### Steps to reproduce

1. Open Inbox with a visible task.
2. Archive the task.
3. Wait for shared polling or routine agent activity to refresh task
data.
4. Observe the archived task reappear without a hard page refresh.

### Paperclip version or commit

`master` before this branch.

### Deployment mode

Built from source using the local development application.

### Installation method

Built from source (`pnpm`).

### Agent adapter(s) involved

Not adapter-specific; this is a core Inbox bug.

### Database mode

Not database-mode-specific.

### Access context

Board (human operator).

### Additional context

The failure had independent server and client causes: routine activity
could resurface archived rows server-side, while stale shared-poll
responses could bypass optimistic client removal.

## What Changed

- Restrict server-side Inbox resurfacing to explicit user-attention
events rather than any issue activity write.
- Add a bounded client-side archive guard with confirmation, failure
restoration, and cache reconciliation behavior.
- Apply the guard to Inbox rendering, badge counts, optimistic cache
updates, and shared-poll result application.
- Classify the generic compact Inbox query so stale shared-poll data
cannot bypass the guard.
- Add server visibility-matrix tests and UI race-condition regression
tests.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/hooks/useSharedPolling.test.ts src/lib/inboxArchiveCache.test.ts
src/pages/Inbox.test.tsx` — 25 passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issues-service.test.ts` — 107 passed.
- Branch rebased cleanly onto current `origin/master` before push.

## Risks

- Low-to-moderate behavioral risk: resurfacing is intentionally
narrower, so the server tests cover human comments, mentions,
interactions, and status transitions that must still regain attention.
- The client guard is bounded and cleared on mutation failure, limiting
the risk of hiding a task whose archive did not persist.
- No schema, migration, public API, workflow, dependency-lock, or
visual-token changes.

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

## Model Used

- Anthropic Claude via Claude Code (`claude_local`; prior
implementation/review run, exact underlying model ID and context window
were not retained in the handoff metadata), with repository tool use and
test execution.
- OpenAI `gpt-5.5` via Codex CLI for final review repair and PR
preparation, with reasoning, repository editing, GitHub tooling, and
code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and
linked/described the result 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 task identifier
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation where needed; no
documentation change is required for this bug fix
- [x] I have considered and documented risks above
- [x] All Paperclip-authored commits include the required co-author
trailer

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-21 08:13:14 -05:00
a59aa128a3 fix(api): sanitize createdByRunId on comment insert to prevent 500s (#9489)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue-comments API (`POST /api/issues/:id/comments`) attributes
each comment to the run that created it via `created_by_run_id`, a
foreign key into `heartbeat_runs`
> - In multi-agent local control-plane usage, board/session clients
sometimes forward an `X-Paperclip-Run-Id` that is not a real run row — a
non-UUID client request id, a synthetic string, or a since-deleted run
> - That value was written straight to the FK column, so the insert died
with a Postgres FK violation and the endpoint returned HTTP 500,
breaking agent coordination
> - This PR resolves the run id defensively before insert: reject
non-UUID shapes, verify the row exists for the company, and null out
anything unresolvable while logging a warning
> - The benefit is that a bad run-id header degrades gracefully to an
unattributed comment (201) instead of a 500, so comment creation stays
up

## Linked Issues or Issue Description

No public issue exists; describing inline (bug):

**What happened:** `POST /api/issues/:id/comments` returns HTTP 500 when
the request carries an `X-Paperclip-Run-Id` that does not correspond to
a row in `heartbeat_runs` (non-UUID value, synthetic client id, or
deleted run). The value is written to the `created_by_run_id` FK, and
Postgres rejects the insert with a foreign-key violation (SQLSTATE
23503).

**Expected:** the comment is created (HTTP 201); an unresolvable run id
is dropped to `null` rather than failing the request.

**Impact:** in multi-agent usage, comment creation — and the agent
coordination that depends on it — fails whenever a client forwards a run
id that isn't a live run.

## What Changed

- Add `resolveCommentCreatedByRunId(dbOrTx, companyId, runId)` — trims
and validates UUID shape, then checks existence in `heartbeat_runs`
scoped to the company; returns `null` for missing/invalid ids.
- `addComment` now resolves the run id through that helper before insert
and logs a warning when a supplied run id is dropped.
- Add embedded-Postgres regression tests for the three cases (non-UUID
header, unknown UUID, valid run id).

## Verification

- `pnpm --filter server test issues-service` — the new
`issueService.addComment createdByRunId` block passes.
- Cases covered: non-UUID header → 201, `createdByRunId: null`; UUID
absent from `heartbeat_runs` → 201, `null`; valid run id present for the
company → preserved.

## Risks

Low. Purely defensive — valid run ids are still preserved, only
unresolvable ones are nulled. Adds one indexed, tenant-scoped `SELECT`
per comment insert.

## Model Used

Claude Opus 4.8 (extended thinking), via the Paperclip PR-triage
cockpit, produced the added regression tests and this description. The
original implementation is by @digitalflanker-ux; the author's model is
unspecified.

## 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)
- [ ] 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 (related: #4795 same fix; #8065 sibling FK-guard on the
activity-log path)
- [x] I have either (a) linked existing issues OR (b) described the
issue in-PR following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [ ] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Haiku 4.5 <noreply@anthropic.com>
Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>
2026-07-20 17:31:42 -05:00
DottaandPaperclip 051ae4d102 feat: restore decision training library and inspector (#9779)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and supervise governed work.
> - Decisions capture high-value operator judgment, and the
decision-training foundation merged in #9702 freezes that evidence for
later evaluation and learning.
> - Operators still need the UI from the closed stacked PR #9718 to
intentionally capture examples and inspect the resulting dataset.
> - GitHub automatically closed #9718 when its stacked base branch was
deleted after #9702 merged, leaving the server foundation on `master`
without the corresponding UI.
> - This pull request restores the final UI and its still-required
supporting API fields directly on current `master`, while excluding the
obsolete migration and duplicated server-foundation diffs.
> - The benefit is a reviewable replacement PR that preserves the
completed decision-training workflow without replaying stale stack
history.

## Linked Issues or Issue Description

- Refs #9718
- Refs #9702

## What Changed

- Restored the top-level `/training` library and record inspector with
search, filters, JSONL export, notes editing, and evidence tabs.
- Restored the Decisions-row training affordance and capture drawer,
including preview, provenance, deletion, cache refresh, and approval
consistency behavior.
- Restored the shared types and focused server support needed by the UI
without reintroducing decision-training migrations or the already-merged
server foundation.
- Restored focused UI and attention-service tests from the final #9718
state.
- Credit to the authors and reviewers of #9718; this recovery
transplants their final reviewed delta after the stacked base deletion.

## Verification

- `pnpm exec vitest run ui/src/pages/Training.test.tsx
ui/src/components/DecisionTrainingDrawer.test.tsx
ui/src/components/AttentionQueueRow.test.tsx
server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-training.test.ts` — 5 files, 48 tests
passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3
tests passed; confirms exact route/OpenAPI parity for the restored
preview endpoint.
- `pnpm check:token-gates` — the restored files are clean; the
repository-wide command currently reports five pre-existing false
positives where comments reference GitHub issue `#9627` as if it were a
color literal.

## Risks

- Low migration risk: this PR contains no database migrations and is
based directly on current `master`.
- The main behavioral risk is cache invalidation across Decisions and
Training views; focused tests cover capture, update, deletion, row
state, and approval refresh behavior.
- The token-gate baseline remains red on unrelated `#9627` comment
references; this PR does not modify those files.

> 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-5.3-Codex, reasoning with repository/tool access and
code execution. Context window 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>
2026-07-17 13:27:32 -05:00
DottaandPaperclip a090c09ee5 feat: add decision training snapshot foundation (#9702)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - Human approvals, issue interactions, and execution decisions already
capture high-value decision moments
> - Those moments are currently transient and cannot be reused as stable
evaluation or training examples
> - Reusable examples need a server-owned, immutable snapshot so later
comments or runs cannot leak into the recorded state
> - Human notes need to remain editable and auditable without changing
the captured state
> - This pull request adds the database model, snapshot capture service,
API, export format, and attention-feed enrichment for decision training
> - The benefit is a durable, inspectable foundation for evaluating
whether agents can reproduce good human decisions from only the context
available at decision time

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`server/`, `packages/db`, and `packages/shared`).

### Problem or motivation

Paperclip has no durable dataset for converting human decisions into
evaluation-ready examples. Teams need to capture pending or resolved
decisions with the exact issue context, comments, runs, and repository
evidence available at a cutoff, while preventing future context from
leaking into the example.

### Proposed solution

Store immutable, schema-versioned snapshots anchored to durable
interaction, approval, or execution-decision records; keep notes
separately editable with history; expose human-only CRUD, list, and
JSONL export APIs.

### Alternatives considered

Client-generated snapshots were rejected because they duplicate cutoff
logic and cannot reliably enforce no-leakage boundaries. Automatic
outcome backfill was deferred so captured examples remain faithful to
what was known at capture time.

### Roadmap alignment

Supports the roadmap direction of turning completed work and decision
patterns into reusable organizational knowledge.

### Additional context

The implementation records explicit commit-resolution confidence
(`exact`, `nearest_run`, `workspace`, or `none`) so downstream
evaluation can distinguish evidence quality.

## What Changed

- Added the `decision_training_examples` schema and idempotent migration
with company, issue, and source/author indexes.
- Added shared types for decision-training records, notes history, and
versioned snapshots.
- Added a single server-side snapshot capture path with inclusive
comment cutoffs, pre-cutoff run capture, durable decision payloads, and
explicit commit-resolution confidence.
- Added create, list, detail, notes-only update, delete, and JSONL
export routes with human-only write authorization and activity logging
that skips no-op note submissions.
- Added per-user `trainingExampleId` enrichment to attention items.
- Added focused embedded-Postgres tests for cutoff boundaries,
post-cutoff leakage, immutable snapshots, human-only writes, duplicate
prevention, notes history, attention enrichment, and export shape.
- Updated UI test and Storybook attention-item factories for the new
required `trainingExampleId` contract.

## Verification

- `pnpm exec vitest run server/src/__tests__/decision-training.test.ts`
— 10 tests passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.

## Risks

- The migration adds a new table and indexes only; it does not rewrite
existing rows or install resolve-time hooks.
- Snapshot JSON can grow with long comment threads and run histories; v1
intentionally favors complete, inspectable examples over aggressive
truncation.
- Commit SHA resolution is evidence-based and records `exact`,
`nearest_run`, or `none` so downstream consumers can account for
confidence.
- The API is additive, but future UI work must continue to treat the
snapshot as immutable and use notes-only updates.

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

## Model Used

- OpenAI Codex using `gpt-5.3-codex`, with repository tool use, terminal
execution, and code-editing capabilities; context-window size is 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
- [ ] 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>
2026-07-17 12:17:34 -05:00
1f1f545238 feat: add built-in summarizer and summary slots (#9713)
## Thinking Path

> - Paperclip is the open source control plane people use to organize,
govern, and understand AI-agent work
> - Operators need concise, current status views across projects and
execution workspaces without manually reading every issue and run
> - Paperclip already has auditable issues, documents, built-in agents,
routines, and live run events, but no first-class summary-slot workflow
connecting those systems
> - A built-in Summarizer can generate status prose through ordinary
governed tasks while summary slots provide stable, revisioned
destinations for that output
> - The UI needs to show current summaries, generation progress,
failures, revisions, and streaming draft status in the places operators
already work
> - This pull request adds the end-to-end summary-slot data, API, agent,
orchestration, and UI surfaces behind an experimental setting
> - The benefit is decision-oriented status context that remains
company-scoped, auditable, retryable, and inexpensive by default

## Linked Issues or Issue Description

No public GitHub issue exists for this feature.

**Problem**

Operators currently have to reconstruct project and workspace status by
reading many issues, runs, and comments. This makes it hard to identify
decisions, review queues, recent work, and the next event worth
watching.

**Proposed capability**

Add an experimental summary system with revisioned summary slots for
projects and workspaces, a paused-by-default built-in Summarizer agent,
governed generation tasks, live draft status, and reusable UI cards.

**Expected behavior**

- Summary data remains company-scoped and revisions remain auditable.
- Generation runs through normal issue/agent orchestration and
deduplicates active requests.
- Only the linked built-in Summarizer generation task can author a slot
revision.
- Operators can generate, retry, inspect revisions, and follow draft
progress from project and workspace views.
- The feature remains opt-in and background generation remains paused by
default.

## What Changed

- Added summary-slot schema, idempotent migrations, shared contracts,
validators, API paths, and service tests.
- Added company-scoped summary-slot routes for reading revisions,
requesting generation, and guarded Summarizer writes with activity
logging.
- Added terminal generation finalization, failure reasons, assignment
wakeups, and orchestration integration.
- Added the paused-by-default built-in Summarizer bundle, low-cost
runtime defaults, status-summarization skill, and stale-summary routine.
- Added summary cards, revision selection, retry/configuration states,
live draft streaming, transcript chunk handling, and project/workspace
integrations.
- Updated Claude local parsing for streamed status output and expanded
server, adapter, shared, database, catalog, and UI coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts
packages/shared/src/summary-slot.test.ts
server/src/__tests__/summary-slot-routes.test.ts
server/src/__tests__/summary-slots.test.ts
server/src/__tests__/built-in-agents.test.ts
ui/src/components/SummarySlotCard.test.tsx
ui/src/components/SummarySlotCard.status.test.tsx
ui/src/components/useSummaryDraftStream.test.tsx
ui/src/lib/summary-draft-stream.test.ts
ui/src/lib/run-log-chunks.test.ts
ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed
- `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test
was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`,
and passed when those host credentials were removed
- `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with
inherited AWS credential variables removed — 8 tests passed
- `pnpm build`
- `pnpm check:token-gates` currently reports nine `#9627` comment
references introduced by current `master`; none are in this PR diff

## Risks

- Database risk is limited by incrementally ordered, idempotent
migrations and migration safety checks.
- Summary generation creates normal issues/runs, so misconfiguration can
produce failed slots; the UI exposes retryable failure reasons and agent
configuration entry points.
- Streaming draft parsing depends on the documented `STATUS:` protocol;
final persisted revisions remain the source of truth.
- The feature is experimental, opt-in, and its built-in routine is
paused with no background token spend by default.

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

## Model Used

- OpenAI GPT-5.3 Codex with reasoning, repository tool use, code
execution, GitHub CLI, and Paperclip control-plane integration. Earlier
branch commits also record Claude model co-authorship where applicable.

## 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>
2026-07-17 11:03:07 -05:00
DottaandPaperclip b07b2994cc feat: stamp responsible users on activity logs (#9731)
## Thinking Path

> - Paperclip is the control plane people use to manage AI-agent
companies and their work
> - The activity log is the generic audit spine for mutations across the
control plane
> - Activity rows identify agents and runs, but they do not persist the
responsible human upstream
> - Relying only on run joins loses attribution after run pruning and
misses agent API-key actions outside a run
> - This pull request resolves responsible-user attribution when each
activity row is written and stores it directly
> - The benefit is durable, queryable agent audit feeds without
rewriting historical provenance

## Linked Issues or Issue Description

### Problem or motivation

Agent activity records do not persist the responsible user, so
attribution can disappear when runs are pruned and no-run API-key
mutations cannot be attributed correctly.

### Proposed solution

Resolve attribution for each new activity row from the run, related
issue, active agent API key, or company default, in that order, and
persist the result directly.

### Alternatives considered

Read-time joins alone were rejected because pruned runs lose durable
attribution and out-of-run agent-key actions have no run to join.
Historical backfill was rejected because it would invent provenance.

### Roadmap alignment

This strengthens the durable audit-trail direction described in
`ROADMAP.md` without adding a new product surface.

## What Changed

- Added nullable `activity_log.responsible_user_id` plus
company/agent/time and company/responsible-user/time indexes.
- Added an idempotent forward-only migration with no historical
backfill.
- Added centralized write-time resolution: heartbeat run → issue
attribution → active agent API key → company default.
- Propagated authenticated API-key IDs through existing request-backed
`logActivity()` calls.
- Added unit coverage for every fallback and an embedded-Postgres
assertion for the no-run API-key stamping path.

## Verification

- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/activity-log-responsible-user.test.ts
src/__tests__/authz-company-access.test.ts`
- Initial focused verification: 25 tests passed; migration safety
passed.
- Follow-up regression verification: 54 focused
attribution/company-skill/environment/issue-tree/tool-gateway tests
passed; server typecheck passed.
- GitHub: full build, typecheck, server shards, serialized suites, e2e,
security, and policy checks passed.

## Risks

- Adding two indexes to an existing large table can hold a write lock
while the transactional migration runs. The migration safety
suppressions document why `CONCURRENTLY` is unavailable under the
current Drizzle migration runner.
- Historical rows remain nullable by design; this avoids inventing
provenance and keeps the migration forward-only.
- API-key attribution requires request-backed activity call sites to
pass the authenticated key ID; this PR mechanically updates the existing
actor-based activity calls and covers the no-run path with integration
testing.

> 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-5.4`; context-window size was not exposed by the
runtime. Medium reasoning with repository editing, terminal execution,
and test execution capabilities was used.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 20:54:55 -05:00
DottaandPaperclip 53f09cb818 fix: prevent duplicate task creation and recovery loops (#9648)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies
> - Agents, routines, productivity review, and recovery services can all
create or re-trigger work
> - Repeated heartbeats or catch-up cycles can produce duplicate tasks
or repeat recovery actions before prior work is visible
> - The base duplicate-create and routine catch-up coalescing work has
now landed on `master` via related PRs while this PR was being prepared
> - This pull request carries the remaining hardening: bounded
idempotency retention, recovery cooldown/throttle fixes,
productivity-review query batching and ordering fixes, and regression
coverage
> - The benefit is fewer duplicate tasks, safer retries, and enough
provenance to diagnose any future recurrence

## Linked Issues or Issue Description

Agents can retry issue creation after ambiguous responses or
independently recreate the same child title, while recovery and
short-interval routine catch-up paths can repeat before prior work
settles. This can produce visible duplicate tasks and makes the
originating heartbeat difficult to identify.

Related work: Refs #8356 for caller-supplied issue-create idempotency
and Refs #9224 for plugin-scoped issue-create idempotency. Prior related
PR: #6936. The base issue-create deduplication and routine catch-up
coalescing pieces have since landed on `master` via #9650 and #9649;
this PR remains as the follow-up hardening stack on top of those
changes.

## What Changed

- Add 7-day retention for issue-create idempotency claims with indexed,
batch-limited cleanup so the claim table does not grow forever.
- Preserve recovery cooldown intent after terminal recovery actions are
closed, and throttle repeated source-scoped recovery work.
- Batch productivity-review source-activity checks to avoid repeated
per-source queries while keeping the no-action suppression behavior.
- Order productivity-review no-action streak windows by review creation
time, matching the window semantics even when completion timestamps are
out of order.
- Preserve generated issue IDs in route mocks used by backlog/assignment
contract tests.
- Document PR-gardening task deduplication expectations in the company
skill.
- Add focused regression tests for idempotency retention, liveness
recovery cooldowns, and productivity-review
batching/suppression/ordering behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed on latest head.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/issue-create-deduplication-routes.test.ts
--reporter verbose` — 2 files, 23 tests passed on latest head.
- `pnpm --filter @paperclipai/adapter-utils build && pnpm exec vitest
run --project @paperclipai/adapter-utils --reporter dot` — 30 files
passed, 476 tests passed, 8 skipped.
- `pnpm build` — passed on latest head.
- `pnpm -r typecheck` — passed on the rebased head before the final
productivity-review ordering commit; the latest touched server code is
covered by the server typecheck above.
- `pnpm check:token-gates` — passed.
- `pnpm test:run` — progressed through server, UI, CLI, shared,
skills-catalog, and DB sections, then exposed an adapter-utils
compiled-test fingerprint mismatch before rebuilding adapter-utils; the
adapter-utils project passed after rebuild, and the GitHub split PR
checks passed on the pushed head.

## Risks

- Caller-supplied idempotency replay is now bounded to 7 days; reusing
an old key after retention can create new work, which matches
retry-oriented idempotency semantics.
- Recovery and productivity-review timing changes may suppress redundant
follow-up work; focused tests cover the intended boundaries.
- Advisory locking and idempotency cleanup rely on PostgreSQL-compatible
transaction semantics already used by the production data layer.
- The migration extends the private claim table indexes without
rewriting existing issue rows.

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

## Model Used

- OpenAI Codex based on GPT-5, with reasoning, repository editing,
shell/tool execution, and test execution. Exact model ID and
context-window size 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>
2026-07-16 17:00:53 -05:00
59fb27ff79 feat(inbox): let agents safely tidy user inboxes (#9724)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - The inbox is a per-user attention view, so archiving an item must
not alter the underlying issue, assignment, or status
> - Agents can help responsible users tidy resolved work only when the
action is company-scoped, reversible, policy-controlled, and fully
attributable
> - The database and authorization foundations landed in #9654 and
#9658, but the end-to-end archive routes, audit details, agent workflow
guidance, and operator UI still need to ship together
> - Separate stacked PRs #9659 and #9661 made the complete behavior
harder to review and land as one coherent capability
> - This pull request consolidates the remaining server,
shared-contract, documentation, skill, and UI work on top of current
master
> - The benefit is a single reviewable change that lets agents safely
archive responsible-user inbox items and lets users control or undo that
behavior

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting inbox management across shared contracts, server
authorization/routes/services, shipped agent skills, and the board UI.

### Problem or motivation

Agents may complete work whose issue remains in the responsible user's
Mine inbox. Existing board-user archive behavior does not provide the
agent-facing policy endpoints, target resolution, heartbeat-run
attribution, typed denials, conservative workflow guidance, or UI needed
for safe agent-managed cleanup.

### Proposed solution

Allow authorized agents to archive or unarchive responsible-user inbox
items under the user's open, allowlist, or disabled policy; preserve
actor/agent/run attribution in issue detail and activity records; expose
policy controls and agent archive attribution in the UI; and document
conservative cleanup rules for agents and PR gardening.

### Alternatives considered

- Reuse generic issue mutation permissions: rejected because inbox state
belongs to a target user and requires user-scoped authorization.
- Automatically archive every completed or closed item: rejected because
completion signals can still require human review or a decision.
- Keep the backend and UI as separate stacked PRs: superseded by this
consolidated PR so the complete user-visible behavior can be reviewed
and verified together.

### Related work

- Builds on merged foundations #9654 and #9658.
- Supersedes the remaining stacked changes in #9659 and #9661.
- `ROADMAP.md` has no overlapping inbox archive or inbox authorization
initiative.

## What Changed

- Added shared inbox-agent policy types and validators plus
company-scoped self-service policy routes and OpenAPI coverage.
- Enabled agent archive/unarchive mutations with responsible-user
targeting, policy enforcement, typed failures, attribution, idempotency,
and detailed activity auditing.
- Returned agent archive attribution in issue detail and documented
reversible inbox cleanup semantics in the implementation spec and
Paperclip skill.
- Added conservative PR-gardening inbox tidy guidance that keeps GitHub
access read-only and avoids archiving work that still needs human
action.
- Added the Profile settings policy control and Issue Properties
attribution/unarchive UI with focused component coverage and narrow-pane
handling.

## Verification

- `pnpm exec vitest run
server/src/__tests__/inbox-archive-routes.test.ts
server/src/__tests__/inbox-agent-policy-routes.test.ts
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/InboxAgentPolicyControl.test.tsx
ui/src/components/IssueProperties.test.tsx` — 110 passed.
- `pnpm --filter @paperclipai/db exec vitest run
src/inbox-archive-agent-policies-migration.test.ts` — 1 passed.
- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — changed files are clean; the
repository-wide command currently reports nine unrelated pre-existing
`#9627` literals outside this PR's diff.

## Risks

- Agent inbox mutations broaden an existing endpoint path, so
authorization and target resolution must remain fail-closed; focused
route and authorization tests cover allowed and denied paths.
- Archive state affects only the responsible user's inbox presentation
and remains reversible; it does not mutate issue status, assignment, or
visibility.
- The UI policy defaults to the existing open behavior, while allowlist
and disabled modes can reduce agent access.
- This PR intentionally builds on #9654 and #9658 and contains no new
migration number or modification to an already-applied migration.

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

## Model Used

- OpenAI Codex using GPT-5.4, medium reasoning, repository tool use,
shell execution, code review, and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change
(`feat/inbox-agent-archive-complete`) 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>
2026-07-16 16:49:18 -05:00
DottaandPaperclip 52aea90263 feat: organize skills with nested folders and My Skills (#9633)
## Thinking Path

> - Paperclip is the open source control plane people use to organize
and govern AI-agent companies
> - Company skills are durable resources that users browse, import,
assign, and maintain over time
> - A flat skill list plus tags does not provide a stable location or
hierarchy for personal, company, project-imported, and bundled skills
> - Folder paths need to be canonical, company-scoped, safe to move, and
preserved across re-imports without changing skill IDs
> - The `/skills` UI also needs traversal, breadcrumbs, move/create
flows, and a dedicated My Skills namespace that work on desktop and
mobile
> - This pull request adds the folder data model and APIs, reserved-root
lifecycle, project import behavior, and the folder-first skills
experience
> - The benefit is a predictable filesystem-like organization model
while tags remain available for cross-cutting classification

## Linked Issues or Issue Description

Refs #9619 — the reviewed folder foundation was intentionally closed and
folded into this combined feature PR.
Refs #9026 — earlier flat-folder attempt superseded by this integrated
implementation.
Refs #3281 — related skill organization proposal; this PR uses canonical
persisted folders rather than deriving groups from skill keys, and does
not add hidden-skill behavior.

**Feature request**

- **Problem:** Skills currently lack a canonical hierarchical location,
making personal skills, project imports, bundled skills, and
company-authored skills difficult to traverse and manage at scale.
- **Proposed behavior:** Add nested company-scoped folders with stable
paths, reserved My/Projects/Bundled roots, subtree queries, safe
move/create operations, and a folder-first `/skills` library UI.
- **Import behavior:** New project scans file skills under
`projects/<project-slug>`; later imports update content without
overriding a user-selected folder.
- **Alternatives considered:** Tags alone remain useful for
cross-cutting classification, but they do not provide canonical
location, nesting, reserved namespaces, or stable import placement.
- **Roadmap alignment:** Extends the completed Skills Manager and
Scheduled Routines capabilities without duplicating an active roadmap
item.

## What Changed

- Adds `folders` persistence for routine and skill folders, nested
canonical paths, parent/slug/system-key fields, migration backfills, and
reapply-safe migrations `0174`–`0175` after current master migrations.
- Adds company-scoped folder CRUD, cycle/depth/namespace validation,
reserved My/Projects/Bundled lifecycle, item moves, subtree filtering,
and folder paths on skill results.
- Preserves project-import placement: first import files into the
project folder, while re-import keeps user-owned placement and stable
skill IDs.
- Adds the `/skills` folder tree rail, tags facet, breadcrumbs,
subfolder browser, move/new-folder dialog, canonical detail location,
inline tag editing, and folder-aware Studio creation.
- Keeps bundled skills read-only even when their source metadata is
incomplete by detecting the reserved Bundled folder and hiding
selection/move actions.
- Extends routine folder UI and OpenAPI coverage, and adds regression
tests across migrations, services, routes, tree helpers, pages, and
Studio creation.

## Verification

- `pnpm exec vitest run
packages/db/src/nested-skill-folders-migration.test.ts
server/src/__tests__/folders-routes.test.ts
server/src/__tests__/folders-service.test.ts
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/components/folders/FolderControls.test.tsx
ui/src/components/folders/SkillFolderTree.test.tsx
ui/src/components/folders/skill-folder-tree.test.ts
ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx
ui/src/pages/SkillStudio.test.tsx
ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts`
— 13 files, 192 tests passed.
- `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx
ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests
passed after preserving the existing PR's bundled-skill fixes.
- `pnpm -r typecheck` — passed for all workspace packages.
- `pnpm test:run` — passed in an isolated CI-like environment with
inherited Paperclip runtime identity and static AWS credential variables
removed.
- `pnpm build` — production build passed for all workspace packages.
- Greptile iteration 2 — 5/5 confidence with zero unresolved threads on
commit `ff2d67aa71`.
- Latest-head GitHub checks — all success, neutral, or skipped; PR is
mergeable with a clean merge state.
- `pnpm check:token-gates` — reports nine existing `#9627` comment false
positives already present on `master`; this PR introduces no new token
violation.

## Risks

- **Migration/backfill:** `0174` creates the foundation and `0175` adds
nested/reserved semantics. Both are ordered after current master
migration `0173`, are covered by numbering/safety checks, and are
designed to be reapply-safe.
- **Reserved namespaces:** My, Projects, and Bundled roots are
service-managed. Regression coverage prevents namespace squatting,
cross-company folder use, bundled writes, cycles, and excessive depth.
- **Behavioral change:** Project scans choose a project folder only on
initial creation; existing skills deliberately retain their current
folder during refresh.
- **UI scope:** The folder rail applies to the Installed library;
Catalog retains the discovery-oriented category sidebar.

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

## Model Used

- OpenAI `gpt-5.5` in Codex CLI, medium reasoning mode; runtime did not
expose a context-window value. Used repository/file tools, terminal
execution, Git/GitHub operations, test execution, and code editing.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 15:50:45 -05:00
DottaandPaperclip 6ec059ab4e fix(server): suppress stale handoff alarms during live continuation (#9695)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The control plane records a successful-run handoff when productive
work ends without a durable next-step disposition
> - That handoff state was derived only from the latest activity event,
without checking whether a corrective run or wake was currently alive
> - As a result, actively progressing issues could still show a
high-severity missing-disposition alarm and blocked-inbox row
> - The same stale required event could also remain indefinitely when a
later successful run correctly skipped recovery because another valid
continuation path already existed
> - This pull request makes the derived state liveness-aware, suppresses
attention only while the live path exists, and resolves stale required
events on valid-path skips
> - The benefit is that productive work stays calm while genuine stalls
still resurface automatically when liveness disappears

## Linked Issues or Issue Description

- **Bug:** An issue whose latest successful-run handoff event is
`required` continues to report a missing disposition even while a
heartbeat run, scheduled retry, or queued/deferred/claimed wake is
actively targeting that issue.
- **Expected behavior:** The API should expose current continuation
liveness, the blocked inbox should suppress the alarm only while that
path remains live, and a later successful run that skips recovery
because a valid path exists should durably resolve the stale event.
- **Related but distinct:** #9370 changes disposition freshness at
detection time; #8748 adds an explicit policy opt-out. This PR preserves
detection/escalation policy and fixes read-time/current-liveness state.

## What Changed

- Extended `SuccessfulRunHandoffState` with `hasLiveContinuation` and
optional `liveRunId` evidence.
- Added bounded liveness hydration for required handoff states using
active heartbeat-run and wake-request signals.
- Suppressed `missing_disposition` blocked-inbox rows only while a run,
scheduled retry, or live wake targets the issue.
- Added durable `issue.successful_run_handoff_resolved` logging when
handoff detection skips because another valid continuation path owns the
next action.
- Added focused regressions for live/absent derived state, self-healing
attention suppression, valid-path skip classification, and
resolved-event logging.
- Updated UI normalization and fixtures for the shared contract without
changing rendering behavior.

## Verification

- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm vitest run
server/src/services/recovery/successful-run-handoff.test.ts
server/src/__tests__/issue-list-assignee-filter-routes.test.ts
server/src/__tests__/issue-blocker-attention.test.ts` — 56 passed
- `pnpm vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues one
finish-handoff wake when a successful run leaves in-progress work
without a next action"` — 1 passed
- `git diff --check`

## Risks

- Low risk: no schema or migration changes, and detection, bounded
correction attempts, and escalation behavior are unchanged.
- Liveness lookups are limited to issues whose latest handoff state is
`required`; blocked-inbox suppression reuses rows already loaded by that
query path.
- Suppression is read-time and self-healing: when the run or wake stops,
the alarm returns on the next fetch.

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

## Model Used

- OpenAI Codex using `gpt-5.4`, tool-enabled software-engineering
workflow with repository, shell, test, Git, GitHub, and Paperclip
control-plane access. Context-window size is 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>
2026-07-16 10:49:47 -05:00
DottaandPaperclip a04a77c9d3 feat(authz): govern agent inbox archive access (#9658)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - The inbox subsystem must let agents act for a responsible user
without silently granting access to every company user's tasks
> - Existing authorization had no inbox-specific action, target-user
scope, or per-user agent policy
> - Inbox archive data also needs company-safe ownership and replay-safe
schema changes before API mutations can rely on it
> - This pull request adds the database policy foundation and a
fail-closed `inbox:manage` authorization decision
> - The benefit is a least-privilege core for later inbox archive
endpoints, including explicit cross-user grants and low-trust denial

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`packages/db`, `packages/shared`, and `server`).

### Problem or motivation

Agents need to manage inbox state for the user responsible for their
run, but the control plane lacks an inbox-specific permission model and
user-targeted grant scope. A generic mutation path would risk cross-user
access or inconsistent policy enforcement.

### Proposed solution

Add inbox archive ownership and per-user agent policies, introduce
`inbox:manage`, and evaluate responsible-user defaults,
disabled/allowlist policies, active membership, low-trust presets, and
scoped cross-user grants in one authorization decision.

### Alternatives considered

Reusing generic issue mutation permissions was rejected because it
cannot express user-targeted inbox scope. Requiring grants for all
self-user access was rejected because it would make the responsible-user
path closed by default instead of using the requested per-user policy
model.

### Roadmap alignment

`ROADMAP.md` contains no overlapping inbox archive or inbox
authorization item; this is incremental control-plane authorization
work.

### Additional context

This PR provides the authorization and schema foundation. Route and UI
behavior can build on this decision without duplicating access-control
rules.

## What Changed

- Builds on the merged migration `0172_inbox_archive_agent_policies`
(#9654) for company/user-scoped inbox archives and per-user agent policy
rows.
- Added replay-safe migration `0173_inbox_policy_agent_cleanup` with a
GIN allowlist index and GIN-backed database cleanup that removes deleted
agent IDs from policy allowlists.
- Added Drizzle schema exports for inbox agent policies and
responsible-user ownership on inbox archives.
- Added the shared `inbox:manage` permission key and `scope.userIds`
evaluation for user-targeted grants.
- Added fail-closed inbox authorization for unresolved targets, inactive
memberships, low-trust agents, disabled policies, allowlist misses, and
ungranted cross-user access.
- Added migration replay coverage and the full inbox authorization
decision matrix.

## Verification

- `pnpm exec vitest run
packages/db/src/inbox-archive-agent-policies-migration.test.ts
server/src/__tests__/authorization-service.test.ts` — 50 tests passed.
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `git diff --check origin/master...HEAD`

## Risks

- The merged `0172` migration changed inbox archive uniqueness from
agent-owned to responsible-user-owned rows; `0173` is additive (index +
cleanup trigger) and idempotent, and replay coverage verifies both
remain safe for databases that already applied an earlier form.
- `scope.userIds` uses the existing JSON grant-scope parser, so
malformed privileged grant payloads continue to fail through the shared
parsing behavior rather than a dedicated schema.
- Cross-user grants intentionally act as board-admin overrides;
responsible-user default access remains bounded by disabled and
allowlist policies.
- The authorization action is not yet wired to public mutation routes,
limiting immediate behavioral impact while establishing the contract
those routes must use.

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

## Model Used

- OpenAI Codex with `gpt-5.6-sol`, high reasoning effort, CLI tool use,
code execution, GitHub CLI, and Paperclip control-plane integration.
Context window size is not exposed by the configured adapter.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 09:51:48 -05:00
DottaandPaperclip c65ab09d9f fix(recovery): wait for provider quota resets (#9635)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and keep assigned work moving safely.
> - The recovery subsystem decides whether a failed agent run should
retry, wait, block for configuration, or escalate to another owner.
> - Provider usage-limit failures currently arrive as generic
`adapter_failed` results, so stranded-work reconciliation can create
takeover recovery even when the provider states that capacity will reset
later.
> - Credential and model lookup failures are also configuration
problems, not evidence that another agent should take over the task.
> - This pull request classifies those failure families at recovery time
and persists the classification on the run.
> - Quota failures now schedule a monitor for the original assignee at
the parsed reset time, or after a bounded default backoff when no reset
time is available.
> - The benefit is that transient provider capacity waits no longer wake
recovery owners, while configuration failures stop with an actionable
classification.

## Linked Issues or Issue Description

No public GitHub issue exists for this exact change.

**What happened?** When an assigned issue's latest run failed with a
provider usage-limit message such as "try again at 12:00 AM (UTC),"
recovery treated the run as generic `adapter_failed` work and could
create a takeover action. Missing credentials and `model_not_found`
failures followed the same generic path.

**Expected behavior:** Provider quota failures should keep the original
assignee and schedule a monitor for the reset time, without creating
recovery work or immediately waking another owner. Missing credentials
and model lookup failures should be classified as
`configuration_incomplete` and blocked with the configuration fix
recorded.

**Steps to reproduce:**
1. Assign and start an issue for an agent.
2. Record a failed heartbeat run with `errorCode: adapter_failed` and a
provider quota/reset message.
3. Run stranded assigned-issue reconciliation.
4. Observe that the old behavior routes the issue through generic
recovery instead of waiting for provider capacity.

Reproduced on `master` at `9af96461d`. This is a core recovery bug, not
adapter-specific, and applies to built-from-source deployments with
either embedded PGlite or Postgres.

Related work checked: #9288 adds adapter-side Claude provider-limit
classification; #5392 suppresses some recovery creation for quota-class
errors; #9634 is a broader recovery-routing change with overlapping
provider-quota behavior. This PR is the narrow recovery-service fix with
focused parsed-reset, fallback-backoff, zero-takeover, and
configuration-failure coverage.

## What Changed

- Added conservative recovery-time classification for provider quota,
missing-credential, and model-not-found adapter failures.
- Parsed provider reset timestamps with a default one-hour backoff when
no usable reset time is present.
- Persisted `provider_quota` or `configuration_incomplete` metadata on
the failed heartbeat run.
- Scheduled quota monitors for the active issue owner, including the
current review participant, without creating recovery actions or
enqueueing takeover wakes.
- Routed configuration failures to blocked recovery with actionable
evidence instead of a takeover.
- Added unit and embedded-database regression coverage for
parsed/fallback quota timing, zero CTO/recovery wake behavior, and
configuration classification.

## Verification

- `pnpm exec vitest run
server/src/services/recovery/provider-failure-classification.test.ts
server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/issue-monitor-scheduler.test.ts
server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts` — 4
files passed, 66 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.

## Risks

- Recovery behavior changes for text-matched adapter failures; matching
is intentionally conservative, and unmatched failures retain the
existing generic recovery path.
- Provider reset strings do not always include a date or timezone;
parsing chooses the next future matching time and falls back to a
one-hour wait when the timestamp is unusable.
- This overlaps the provider-quota portion of broader recovery-routing
PR #9634, so only one implementation should land if both remain open.
- No schema, migration, API contract, or UI changes are included. No
documentation update is needed because this corrects internal recovery
behavior without changing operator commands or configuration.

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

## Model Used

- OpenAI Codex with model `gpt-5.4`, medium reasoning, tool use, and
code execution. The runtime does not expose its configured
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
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 09:24:38 -05:00
DottaandPaperclip 85404b46c5 fix(server): throttle serial recovery repeats (#9651)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies.
> - Its recovery services create productivity reviews and liveness
escalations when work stops making progress.
> - Existing uniqueness guards prevent concurrent duplicates, but
terminal recovery tasks can still be recreated serially without enough
time for conditions to change.
> - That creates noisy review churn for persistently stalled issues and
immediate liveness re-escalation after a recovery task closes.
> - This pull request adds bounded, configurable cooldown and no-action
suppression behavior to those two recovery paths.
> - The benefit is quieter recovery automation that still resumes
automatically after source activity or cooldown expiry.

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I can reproduce this behavior on `master`.
- [x] I have confirmed the behavior originates in Paperclip core
recovery orchestration, not an adapter, provider, or local
configuration.

### What happened?

Recovery reconciliation can serially recreate equivalent system-origin
tasks after previous tasks become terminal. Productivity reviews allowed
multiple creations for the same source issue within a rolling day, and a
closed liveness escalation could be recreated immediately for the same
incident or recovery leaf.

### Expected behavior

Productivity review creation should be limited to once per rolling 24
hours, repeated completed reviews that produced no source action should
eventually suppress further creation until activity resumes, and
recently terminal liveness escalations should receive a short cooldown
before recreation.

### Steps to reproduce

1. Create a stalled assigned issue that meets productivity-review
eligibility.
2. Complete repeated productivity-review tasks without adding
source-issue activity, then reconcile again within 24 hours.
3. Create and close a liveness escalation for a blocked issue graph,
then immediately reconcile the same graph.
4. Observe that equivalent system tasks can be recreated serially
without a meaningful state change.

### Paperclip version or commit

`5588ddf68175eea448f9d19677b97d7393c38c3d` (`master` when reproduced)

### Deployment mode

Local dev (`pnpm dev`)

### Installation method

Built from source (`pnpm dev` / `pnpm build`)

### Agent adapter(s) involved

- [x] Not adapter-specific (core bug)

### Database mode

Embedded PGlite (default — `DATABASE_URL` unset)

### Access context

Unclear / not applicable

### Node.js version

Current repository-supported Node.js runtime.

### Operating system

Linux development environment.

### Relevant logs or output

No error is emitted; the bug is repeated task creation visible in
persisted issue history.

### Relevant config (if applicable)

No special configuration is required.

### Additional context

The concurrent/open-task uniqueness guards work as designed; this change
targets serial repeats after matching tasks become terminal.

### Privacy checklist

- [x] I have reviewed all pasted output for PII and redacted where
necessary.

## What Changed

- Tightened the productivity-review creation cap to one review per
source issue in a rolling 24-hour window.
- Added configurable suppression after three consecutive completed
reviews with no source-issue activity, with automatic reset when source
activity occurs.
- Added a configurable one-hour default cooldown for matching terminal
liveness escalations.
- Exposed the liveness reconciliation clock/cooldown inputs for
deterministic orchestration tests.
- Added focused tests for daily enforcement, no-action suppression and
reset, and cooldown expiry.

## Verification

- `pnpm exec vitest run
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts` — 36
tests passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- Confirm the focused tests demonstrate creation after source activity
and after the liveness cooldown expires.

## Risks

- Low-to-moderate behavioral risk: recovery tasks intentionally appear
less often, so overly aggressive thresholds could delay intervention for
a persistently stalled issue.
- Thresholds are configurable through reconciliation inputs, and source
activity resets productivity-review suppression.
- No database migration, public API change, telemetry contract change,
or UI behavior change.

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

## Model Used

- OpenAI Codex using GPT-5.3-Codex, with reasoning, repository/terminal
tool use, code execution, and test execution. The runtime did not expose
a reliable 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>
2026-07-16 09:22:50 -05:00
DottaandPaperclip 992389480a fix(server): restore hot-restart run adoption (#9647)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The local heartbeat/runtime subsystem starts long-running local
agent processes and records their run state.
> - Operators sometimes need to rebuild and restart the Paperclip server
while local agent processes are still alive.
> - A normal restart should remain conservative, but a guarded
production hot restart needs an explicit marker, startup reconciliation,
and an inspectable report.
> - The broader hot-restart PR is currently merge-conflicted, so this
pull request lands the minimal server-side recovery path on current
`master`.
> - The benefit is that deploy operators can restart from a current
branch without reverting production changes and without marking adopted
live runs as `process_lost`.

## Linked Issues or Issue Description

No public GitHub issue exists for this deploy-safety fix.

Bug fix:

- What happened: the current deployable `master` branch did not include
the hot-restart marker CLI, startup adoption report path, or health
version proof needed by guarded service restarts.
- Expected behavior: a deploy operator can write a one-shot marker
before restarting, the old server snapshots eligible running child
processes, the new server reports adopted/finalized/lost runs, and
adopted live runs are not reaped as `process_lost`.
- Steps to reproduce: restart a server with running local child-process
heartbeat runs without the marker/adoption path; startup orphan reaping
has no adoption metadata and treats live detached children as lost.
- Paperclip version/commit: fixed on top of `master` at `b606869a6`.
- Deployment mode: production/local-service style deployments that
rebuild and restart the primary `paperclip.service`.
- Related PR: Refs #9628. This PR intentionally lands a smaller
deploy-safe subset because #9628 is currently merge-conflicted.
- Duplicate search: searched public PRs/issues for `hot restart` and
`process_lost adoption`; #9628 is the directly related prior
implementation.

## What Changed

- Added `scripts/request-hot-restart.ts` to write a one-shot hot-restart
intent marker under `PAPERCLIP_HOME`.
- Added `server/src/services/hot-restart.ts` for intent/report path
resolution, parsing, atomic writes, shutdown snapshots, and marker
cleanup.
- Wired server shutdown/startup so explicit hot restarts snapshot active
runs, skip the normal heartbeat drain, reconcile live child processes on
boot, and write `hot-restart-report.json`.
- Preserved adopted run metadata so normal orphan reaping does not
regress adopted live runs to `process_lost`.
- Added `serverVersion` health proof alongside existing `version`, plus
docs and regression coverage.

## Verification

- `pnpm vitest run server/src/__tests__/health.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts` — 2 files
passed, 100 tests passed.
- `pnpm --filter @paperclipai/server typecheck`
- `env PAPERCLIP_HOME="$PAPERCLIP_RUN_SCRATCH_DIR/hot-restart-cli-smoke"
pnpm --filter @paperclipai/server exec tsx
../scripts/request-hot-restart.ts --server-pid 12345`
- Branch ancestry checked after `git fetch origin master`:
`origin/master` was `b606869a6`, and `HEAD..origin/master` was empty.

## Risks

- Medium risk: process adoption depends on PID/PGID metadata and the
service manager leaving child processes alive for the guarded restart.
- Normal restarts remain conservative, but an incorrect marker PID
intentionally falls back to graceful drain instead of adoption.
- The PR is server-only and does not include the broader
UI/experimental-setting work from #9628.

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

## Model Used

- OpenAI GPT-5 via Codex coding agent in a Paperclip execution
workspace; tool use and shell/code execution enabled; context window not
surfaced 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>
2026-07-16 02:46:09 -05:00
DottaandPaperclip 4f9894df44 fix(server): bound accepted-interaction continuation recovery (#9656)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Heartbeat recovery keeps assigned issues moving when a run or
continuation path disappears
> - Accepted issue-thread interactions can create a continuation wake
after an agent previously parked for review
> - The recovery sweep could requeue that accepted-interaction wake
while the queued-run gate cancelled it using the older pre-acceptance
park summary
> - That cancellation path had no bound, so recovery could repeat the
same wake and cancellation indefinitely
> - This pull request makes accepted-interaction evidence supersede the
older park and caps repeated recovery cancellations at three attempts
> - The benefit is that accepted work resumes normally, while genuine
repeated failures become a visible dependency wait or escalation instead
of a cancel loop

## Linked Issues or Issue Description

Refs #9331

The accepted-interaction continuation recovery added by #9331 can
encounter a stale continuation summary written before approval. The
sweep requeues a continuation carrying the accepted interaction
timestamp, but queued-run invalidation cancels it because the older
summary says to wait for review. Recovery then sees the accepted
interaction without a successful run and requeues again. This PR
prevents that stale-summary cancellation and adds a bounded fallback if
three equivalent cancellations have already occurred.

## What Changed

- Let queued continuation wakes with a parseable `interactionResolvedAt`
bypass a pre-acceptance waiting-for-review park summary.
- Count consecutive unsuccessful continuation runs for the same issue
and agent since interaction acceptance; after three review-park
cancellations, convert a real dependency wait or use the existing
visible escalation path.
- Add focused regression coverage for the park bypass, unchanged
non-interaction park behavior, below-cap requeue, cap escalation, and
successful-run skip.
- Document the accepted-interaction precedence and bounded requeue
contract in execution semantics §9.2.

## Verification

- `pnpm vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "accepted
interaction continuation recovery|accepted interaction recovery after
its continuation succeeds|requeues accepted interaction continuations
stranded"`
- `pnpm vitest run
server/src/__tests__/heartbeat-stale-queue-invalidation.test.ts -t
"pre-acceptance review park|continuation summary parks executor work"`
- `pnpm --filter @paperclipai/server typecheck`

## Risks

- Low risk: the park bypass only applies when the queued context
contains a parseable interaction resolution timestamp.
- The retry bound is scoped to unsuccessful `issue_continuation_needed`
runs for the same company, issue, agent, error code, and post-acceptance
time window.
- No schema, migration, API, or UI changes.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.5`, high-reasoning coding mode
with repository tool use and command execution; 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-16 02:34:20 -05:00
3124dd0f1e feat(server): recovery observability report and rate alert (#9644)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When a run is stranded (process lost, adapter failure, a finished
run with no disposition, an over-eager inactivity kill), the harness
opens a *recovery action* and wakes an owner to recover it
> - Recovery volume regressed sharply in one week — 3.26% of all runs vs
a ~1.2% monthly norm, 5–8x the prior volume — and nobody noticed until
it was ~194 actions deep, because there was no way to *see* the recovery
rate
> - We also could not see which causes drive recovery, nor how often a
manager ends up doing the deliverable work themselves instead of handing
it back to the original owner (the product goal is that managers doing
the work stays rare)
> - This pull request adds a recovery-observability report + API
endpoint: weekly rate normalized per run, a threshold alert, the cause
taxonomy live from the ledger, and the handed-back vs owner-completed
ratio and per-cause routing outcomes
> - The benefit is that a recovery regression like that week is caught
by a threshold instead of by a human noticing it by feel, and each
recovery playbook row can be verified in production

## Linked Issues or Issue Description

**Feature.**

**Problem or motivation**

Recovery takeovers are a first-class exception path
(`issue_recovery_actions`), but there is no aggregate view of them. A
week where the recovery rate tripled went unnoticed until it was deep.
There is no signal for (a) the per-run recovery rate over time, (b)
which cause + run error code drives it, or (c) whether the recovery
owner hands the task back to the original assignee or ends up doing the
deliverable work themselves.

**Proposed solution**

A read-only report service and `GET
/companies/:companyId/recovery-observability` endpoint that surfaces the
weekly rate, a threshold alert, the cause taxonomy, the hand-back ratio,
and per-cause routing outcomes.

**Alternatives considered**

Adding `handed_back` / `owner_completed` to the recovery-action outcome
vocabulary and writing them at resolution time. Rejected for this
change: the distinction is derivable from the recovery owner, the
recorded return owner, and where the source issue actually landed, so
the report works against all historical data without a backfill.

**Roadmap alignment**

Implements the recovery-observability line of the approved
recovery-takeover plan (make regressions visible via a threshold rather
than by human feel); no schema or write-path change.

## What Changed

- Add `server/src/services/recovery-observability.ts`:
- `recoveryObservabilityService(db).report(companyId, { weeks,
thresholdPercent, now })` returns weekly rates (recovery actions / runs,
Monday-anchored to match the retrospective), a `cause` +
`latestRunErrorCode` breakdown, a handed-back vs owner-completed
summary, and per-cause routing outcomes.
- `evaluateRecoveryRateAlert(weekly, thresholdPercent)` — a pure
function (default threshold 2% of runs) returning the breached weeks and
whether the latest week regressed.
- `classifyRecoveryHandoff(...)` — a pure classifier deriving
`self_recovery` / `handed_back` / `owner_completed` from the recovery
owner, return owner, and final issue landing.
- Add `GET /companies/:companyId/recovery-observability` (optional
`weeks` and `threshold` query params) to the existing dashboard router.
- The `weeks` window is bounded (`MAX_WINDOW_WEEKS = 104`,
service-authoritative and re-clamped at the route) so a large query
value can't over-allocate the per-week array.
- Add tests: unit coverage for the alert and the classifier, plus an
embedded-Postgres integration test that seeds synthetic runs and
recovery actions crossing 2% and asserts the alert fires and the
hand-back ratio is computed.

## Verification

- `CI=1 NODE_ENV=development npx vitest run
server/src/__tests__/recovery-observability.test.ts` — 10/10 pass
(includes the synthetic 2%-crossing alert case and the hand-back ratio
case).
- Rendered against a live database of 300+ recovery actions: the weekly
rates reproduce the retrospective (e.g. 1.37% / 1.53% / 0.65% / 0.86% /
1.37% for early-June weeks), the alert fires on the two most recent
weeks (3.15% and 3.05%, both over 2%), and the hand-back summary shows
owner-completed ≈ 73% vs handed-back ≈ 27% — matching the observed
"managers keep ~80% of takeovers".

## Risks

- Low risk. Read-only: adds one GET endpoint and a service; no schema,
migration, or write-path changes. The hand-back classification reads the
source issue's current assignee/status, so a much-later reassignment
could reclassify a historical action — acceptable for an aggregate trend
view.

## Model Used

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

## Checklist

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

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-16 02:34:00 -05:00
DottaandPaperclip 8368fb30b0 fix(routines): coalesce sub-hourly catch-up runs (#9649)
## Thinking Path

> - Paperclip is the open source control plane people use to run
AI-agent companies.
> - Scheduled routines support catch-up policies when the server resumes
after missed cron ticks.
> - The existing capped replay policy dispatched once per missed tick,
which can flood the board after downtime for frequent schedules.
> - Sub-hourly routines usually need one prompt catch-up execution
rather than historical per-tick replay, while hourly-or-slower schedules
may rely on the existing behavior.
> - This pull request coalesces missed sub-hourly ticks into one
execution and keeps the slower-schedule behavior unchanged.
> - The benefit is bounded recovery work without changing the semantics
of lower-frequency scheduled routines.

## Linked Issues or Issue Description

### What happened?

When a scheduled routine using `enqueue_missed_with_cap` resumes after
several missed sub-hourly cron ticks, Paperclip dispatches one catch-up
execution for every missed tick. Those executions arrive in a
same-second burst and can flood the board with duplicate-looking work.

### Expected behavior

Sub-hourly schedules should advance past all missed ticks but dispatch
exactly one catch-up execution. Hourly-or-slower schedules should retain
capped per-tick replay.

### Steps to reproduce

1. Build Paperclip from `master` and create a routine with a sub-hourly
cron schedule and `catchUpPolicy: enqueue_missed_with_cap`.
2. Set its persisted `nextRunAt` far enough in the past to cover several
scheduled occurrences.
3. Run routine catch-up processing.
4. Observe multiple catch-up dispatches instead of one coalesced
execution.

### Paperclip version or commit

Reproduced on `master` before this PR.

### Deployment mode

Built from source in local development with embedded PGlite.

## What Changed

- Classify sub-hourly cadence from timezone-aware scheduled occurrences,
avoiding daily multi-minute false positives while supporting schedules
restricted to active days.
- Coalesce all missed sub-hourly ticks into one catch-up dispatch while
advancing `nextRunAt` to the next future occurrence.
- Preserve capped per-tick replay for hourly-or-slower schedules.
- Clarify the catch-up policy labels in both routine editing surfaces.
- Add regression coverage for both the coalesced and preserved
behaviors.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts
--testNamePattern='coalesces multiple missed sub-hourly ticks|continues
replaying each missed hourly tick|continues replaying missed ticks for
daily schedules with multiple minute values|coalesces sub-hourly
schedules restricted to weekdays'` — 4 passed.
- `pnpm check:token-gates` — all gates clean.
- `git diff --check origin/master...HEAD` — clean.

## Risks

- Low-to-moderate behavioral risk: sub-hourly routines using
`enqueue_missed_with_cap` now intentionally receive one recovery
execution instead of one per missed tick.
- Hourly-or-slower schedules retain their previous capped replay
behavior, limiting the compatibility surface.
- No schema, migration, workflow, or lockfile changes.

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

## Model Used

- OpenAI Codex CLI with GPT-5.5, medium reasoning, code execution and
repository tool use; the runtime did not expose a 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>
2026-07-15 21:46:10 -05:00
DottaandPaperclip bd7c0d5f83 fix(issues): deduplicate repeated creates (#9650)
## Thinking Path

> Paperclip already treats issue creation as a company-scoped mutation,
but retries and parallel agent heartbeats can submit the same create
more than once. Client instructions cannot provide at-most-once behavior
under concurrency, so the guard belongs in the server transaction. This
change adds an explicit company-scoped idempotency contract, a
conservative fallback for recent open same-parent titles, and run
attribution for auditability. Advisory transaction locks serialize
competing requests before lookup/insert, avoiding the race that affected
the prior attempt.

## Linked Issues or Issue Description

Fixes #6529.

This is a clean replacement for #6936, which was closed because it mixed
unrelated changes and its check-then-insert implementation was not
concurrency-safe. Unlike that attempt, this PR is scoped to eight files,
uses a dedicated idempotency-key table, and serializes duplicate
candidates inside the create transaction.

## What Changed

- Accept optional `idempotencyKey` and `allowDuplicate` fields on issue
creation.
- Replay the existing issue with HTTP 200 and deduplication metadata for
a repeated company/key pair.
- Deduplicate recent open issues with the same company, parent, and
normalized title for 48 hours unless `allowDuplicate: true` is supplied.
- Persist idempotency mappings in a company-scoped table and serialize
competing creates with transaction advisory locks.
- Populate `originRunId` from `X-Paperclip-Run-Id` for agent/manual
creates when the body does not provide an origin run.
- Add route integration coverage for key replay, title fallback, bypass,
closed/old recreation, company scoping, and run attribution.

## Verification

- `pnpm exec vitest run
server/src/__tests__/issue-create-deduplication-routes.test.ts` — 7
tests passed.
- `pnpm --filter @paperclipai/db typecheck` — passed, including
migration numbering and safety checks.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check origin/master...HEAD` — passed.
- `pnpm exec vitest run
server/src/__tests__/issue-assigned-backlog-contract-routes.test.ts
server/src/__tests__/issue-create-deduplication-routes.test.ts` — 10
tests passed after the service-contract compatibility fix.

## Risks

- The title fallback intentionally treats normalized same-parent titles
as duplicates for 48 hours; callers creating intentionally repeated
titles must send `allowDuplicate: true`.
- Advisory locks use hashed duplicate keys, so an extremely unlikely
hash collision can serialize unrelated creates but cannot merge their
lookup results.
- Deleting an issue cascades its idempotency mapping, allowing the same
key to create a replacement later.

## Model Used

- OpenAI `gpt-5.6-sol`, high reasoning effort, Codex CLI with
repository, shell, GitHub CLI, and Paperclip API tool access.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 21:45:11 -05:00
DottaandPaperclip ea0e899905 fix(search): honor extract match limits + harden pr-gardening candidate discovery (#9652)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `/pr-gardening` skill drives a bundled agent that scans a
company's issues for those linked to open GitHub PRs, then reports on
their state; it relies on the server's company-search **extract**
endpoint to pull PR references out of issue bodies
> - Two gaps surfaced during end-to-end QA of the gardening workflow:
the extract service silently ignored a per-issue match cap, so callers
could not bound how many matches came back per issue, and the skill's
candidate-discovery scripts fell over on large repos and on issues that
referenced deleted PRs
> - Left unaddressed, the gardener either truncated its scan
unpredictably or aborted outright, so it could not reliably enumerate PR
candidates
> - This pull request honors an explicit `matchesPerIssue` limit in the
extract search API and hardens the skill's candidate discovery against
missing/unavailable PRs and oversized `gh` output
> - The benefit is a PR-gardening workflow that scans deterministically
and finishes cleanly on real-world companies

## Linked Issues or Issue Description

No pre-existing public GitHub issue — describing the bug in-PR following
the bug report template (`.github/ISSUE_TEMPLATE/bug_report.yml`).

### What happened?

The company-search extract endpoint accepted a per-issue match limit but
did not apply it, returning matches capped only by the old hardcoded
constant regardless of the caller's request. Separately, the
`/pr-gardening` skill's candidate-discovery scripts crashed when a
scanned issue referenced a deleted PR (GitHub `Not Found (HTTP 404)` /
GraphQL `Could not resolve to a PullRequest`) and could exceed the
default `gh` output buffer on large result sets, aborting the whole
scan.

### Expected behavior

The extract API bounds matches per issue when a caller passes
`matchesPerIssue` (default 20, max 200), and omitting it preserves the
previous default. The gardening scripts skip PRs that are
deleted/unavailable and tolerate large `gh` responses without aborting
the scan.

### Steps to reproduce

1. Call the company-search extract endpoint with a `matchesPerIssue`
value against an issue containing many PR references — previously the
value was ignored.
2. Run the pr-gardening candidate scan against a company whose issues
reference a since-deleted PR — previously the scan threw instead of
skipping that PR.

### Paperclip version or commit

`master` at the base of this PR (branch cut from current
`origin/master`).

### Deployment mode

Local Paperclip instance / self-hosted.

## What Changed

- **Extract search honors `matchesPerIssue`**: added the
`matchesPerIssue` field to the shared search validator/types and applied
the cap in `company-search-extract` so results are bounded per issue
(`packages/shared`, `server/src/services/company-search-extract.ts`,
`doc/SPEC-implementation.md`).
- **Hardened pr-gardening candidate discovery**: `find-candidates.mjs` /
`lib.mjs` now request `matchesPerIssue=200`, treat missing/unavailable
PRs (deleted PR → `isMissingPullRequestError` / `unavailable`) as skips
instead of fatal errors, and raise the `gh` `maxBuffer` to 50 MB for
large repos.
- **Tests**: expanded `company-search-extract-{routes,service}.test.ts`
for the new limit and added coverage in `pr-gardening.test.mjs`.

## Verification

Re-run on a fresh worktree cherry-picked onto current `master`:

- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` → 8/8 pass
- `pnpm vitest run
server/src/__tests__/company-search-extract-routes.test.ts
server/src/__tests__/company-search-extract-service.test.ts` → 10/10
pass

## Risks

Low risk. `matchesPerIssue` is optional and backward-compatible
(omitting it preserves prior behavior). The skill changes only add
skip/tolerance paths and a larger buffer; no schema or migration
changes.

## Model Used

Claude — Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use /
code execution via the Claude Agent SDK.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 21:44:21 -05:00
DottaandPaperclip d32ed88443 fix(recovery): route recovery by failure cause (#9634)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies and their work.
> - Its recovery subsystem detects stranded issue execution and decides
whether to retry, escalate, or request operator intervention.
> - The existing recovery path used a mostly generic owner ladder and
generic execution contract, so transient failures could wake a manager
who then performed the deliverable instead of repairing and returning
the task.
> - Provider quota failures also entered the same takeover path even
when the correct action was to wait for capacity and retry the original
assignee.
> - Recovery actions already retain the source owner and evidence needed
to choose a cause-specific route, render a scoped contract, and measure
whether work was handed back.
> - This pull request adds a cause-keyed recovery playbook, propagates
its contract through every built-in adapter, and makes resolved recovery
actions return work to the original owner by default.
> - The benefit is bounded self-recovery that preserves task ownership,
avoids needless management takeover, and makes recovery outcomes
observable.

## Linked Issues or Issue Description

No matching public GitHub issue was found.

Related recovery work was reviewed but is not duplicated here: #9630
restores bounded recovery continuations, #8807 changes one
assignee-ranking case, and #9404 records runtime-failure transition
evidence. This change instead introduces cause-specific routing and
recovery contracts across the recovery lifecycle.

### What happened?

When an issue became stranded, recovery generally selected an owner
through the same fallback ladder and rendered the normal execution
contract. That made the recovery wake look like ordinary deliverable
work, even when the correct action was to retry the original agent,
repair its runtime, or wait for a provider quota reset.

### Expected behavior

Recovery should select a response by failure cause, tell the recipient
to recover rather than complete the deliverable, suppress takeover wakes
for provider quota waits, and return repaired work to its original
assignee unless the recovery owner explicitly completes it.

### Actual behavior

Recovery could escalate transient failures to management, omit the
cause-specific next action from the wake, and leave the recovery owner
assigned after the runtime problem was resolved.

### Impact

The generic path creates avoidable management work, ownership churn, and
budget consumption while obscuring whether recovery successfully
returned work to the responsible agent.

## What Changed

- Added cause-keyed routing for process loss, missing disposition,
provider quota limits, Codex output inactivity, workspace validation
failures, and fallback recovery causes.
- Added recovery-scoped wake rendering that replaces the generic
execution contract with the failure summary, original assignee, attempt
count, next action, and cause-specific playbook instruction.
- Propagated the structured recovery contract through all built-in
adapter execution paths, including Hermes local and gateway adapters.
- Added provider-quota wait monitoring so capacity failures schedule the
original assignee instead of enqueueing a takeover wake.
- Added hand-back behavior and `handed_back` / `owner_completed` outcome
accounting when recovery actions are resolved.
- Added focused routing, renderer, quota-monitor, and hand-back
regression coverage plus implementation-spec documentation.

## Verification

- `pnpm exec vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-workspace-branch-containment.test.ts
server/src/__tests__/issue-recovery-actions.test.ts`
  - 4 test files passed; 194 tests passed.
- Targeted `pnpm --filter ... typecheck` across
`@paperclipai/adapter-utils`, `@paperclipai/shared`,
`@paperclipai/server`, `@paperclipai/ui`, and all nine changed adapter
packages.
  - 13 affected workspace packages passed typecheck.
- `pnpm check:token-gates`
  - All UI token gates passed.

## Risks

- Recovery routing behavior changes for stranded work, so an incorrectly
classified cause could select a different recipient than before;
fallback causes retain the existing management ladder.
- Provider quota detection depends on structured failure evidence and
conservative text matching; unmatched failures continue through fallback
recovery.
- Adapter prompt plumbing changes across built-ins, covered by shared
renderer tests and compile-time call signatures.

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

## Model Used

- OpenAI Codex with exact model ID `gpt-5.6-sol`, using reasoning, tool
use, and code execution. The runtime does not expose its configured
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>
2026-07-15 20:04:42 -05:00
DottaandPaperclip ae77908618 feat(search): add bulk extract endpoint (#9507)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies
> - Agents and operators need company-scoped search to discover relevant
issue history safely
> - The interactive search endpoint intentionally returns compact
excerpts and low pagination caps for UI use
> - Automation that inventories repeated references, such as
pull-request URLs, needs exhaustive distinct matches without loading
full issue objects into an LLM context
> - Client-provided regular expressions would create an unsafe and
expensive query surface, so extraction must remain literal with
server-owned expansion modes
> - This pull request adds a bounded agent-oriented extraction endpoint
with explicit truncation
> - The benefit is deterministic, compact bulk discovery across issues,
comments, and documents while preserving company authorization and rate
limits

## Linked Issues or Issue Description

### Subsystem affected

`server/` REST API and `packages/shared/` contracts.

### Problem or motivation

The existing interactive company search caps issue pagination and
snippets, so automation cannot reliably enumerate every distinct literal
or pull-request URL across issue descriptions, comments, and linked
documents without fetching large full issue payloads.

### Proposed solution

Add `GET /api/companies/:companyId/search/extract` with escaped literal
matching, optional server-owned URL token expansion,
issue/comment/document scopes, status/date filters, higher issue-level
pagination caps, compact source references, and explicit
pagination/match truncation flags.

### Alternatives considered

Reusing `GET /issues?q=` would return unnecessarily large issue objects;
increasing interactive-search snippet limits would make the UI API
heavier; accepting arbitrary client regex would expose avoidable
database cost and ReDoS risk.

### Roadmap alignment

`ROADMAP.md` does not currently list a conflicting company-search or
bulk-extraction initiative. GitHub searches found no directly
duplicative open issue or pull request.

## What Changed

- Added shared query validation and response contracts for literal and
URL extraction.
- Added a company-scoped extraction service that pages issues, gathers
matching issue/comment/document sources, expands URL tokens,
deduplicates values, and reports truncation explicitly.
- Added the authenticated route using the existing company-search
authorization decision and rate limiter.
- Added targeted Vitest coverage for URL extraction, multi-source
dedupe, date/status filters, match caps, cross-company denial, and rate
limiting.
- Documented the extraction surface in the implementation specification.

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-search-extract-service.test.ts
server/src/__tests__/company-search-extract-routes.test.ts
server/src/__tests__/company-search-rate-limit-routes.test.ts
server/src/__tests__/company-search-service.test.ts` — 30 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `git diff --check` — passed.

## Risks

- Bulk substring search can scan large text columns. The endpoint
mitigates this with a minimum literal length, bounded issue pagination,
a 20-distinct-match cap per issue, explicit truncation, existing
company-search rate limiting, and no client-provided regex.
- URL expansion uses a fixed server-owned pattern plus an escaped
literal. A security review is requested as part of PR review to confirm
the pattern and abuse controls.
- No database migration or existing API response shape changes are
included.

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

## Model Used

- OpenAI Codex CLI coding agent; exact runtime model ID and
context-window size were not exposed to the session. Tool-enabled code
execution and repository editing were used with 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 19:05:06 -05:00
3ae2c30f2f feat(skills): import skills from projects (#9620)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Company skills make reusable agent behavior discoverable and
editable from one place.
> - Projects already contain skill directories, but operators had to
import each skill path manually.
> - Copying those skills would break the desired write-through workflow
between Skill Studio and the source project.
> - The server therefore needs a safe preview/select/import contract
that only accepts rediscovered, workspace-contained candidates.
> - The UI needs a guided project picker that explains reference
semantics, handles conflicts, and remains usable on mobile.
> - This pull request adds that end-to-end project skill import flow
with authorization, tenant-scope, traversal, and symlink regression
coverage.
> - The benefit is faster bulk onboarding while keeping project files as
the single source of truth.

## Linked Issues or Issue Description

**Feature request**

**Problem:** Importing several skills already stored in a Paperclip
project requires operators to discover and submit each local path
individually. This is slow, hides which well-known directories were
searched, and makes conflict/already-imported states difficult to
evaluate before mutation.

**Proposed solution:** Add an “Import skills from project” flow that
previews skills from well-known directories, lets operators selectively
import eligible candidates, and stores local-path references so Skill
Studio edits write through to the project files.

**Alternatives considered:** Copying files into company-managed skill
storage was rejected because it creates divergent copies. Trusting
client-supplied paths was rejected because imports must be constrained
to server-rediscovered, workspace-contained candidates.

**Additional context:** GitHub duplicate search found no existing issue
or PR for this exact workflow. Refs #3799 for related skill-import
inventory behavior; this PR does not claim to close that issue.

## What Changed

- Extend `scan-projects` with backward-compatible preview and
selective-import modes, typed validation, candidate statuses, and
OpenAPI coverage.
- Discover project skills under `skills`, `.agents/skills`,
`.claude/skills`, `.codex/skills`, `.cursor/skills`, `.opencode/skills`,
and `.gemini/skills`.
- Re-discover selections server-side, enforce company/project/workspace
scope, and reject traversal or symlink escapes before creating
`local_path` references.
- Add the Skills-page menu entry and responsive project import dialog
with project selection, grouped candidates, select all/deselect all,
conflicts, empty/error/403 states, and import results.
- Add route, service, and component regressions for preview
authorization, cross-tenant selections, traversal/symlink safety,
selection counts, grouping, and result semantics.

### Screenshots

**Choose a project**

![Choose a
project](https://raw.githubusercontent.com/cryppadotta/paperclip-prs/refs/heads/pr-assets/import-skills-from-project/01-pick-project.png)

**Review discovered skills**

![Review discovered
skills](https://raw.githubusercontent.com/cryppadotta/paperclip-prs/refs/heads/pr-assets/import-skills-from-project/03-select.png)

**Mobile selection footer**

![Mobile selection
footer](https://raw.githubusercontent.com/cryppadotta/paperclip-prs/refs/heads/pr-assets/import-skills-from-project/select-390.png)

**Import result**

![Import
result](https://raw.githubusercontent.com/cryppadotta/paperclip-prs/refs/heads/pr-assets/import-skills-from-project/06-result.png)

## Verification

- `pnpm exec vitest run
server/src/__tests__/company-skills-service.test.ts
server/src/__tests__/company-skills-routes.test.ts
ui/src/pages/skills/ImportSkillsFromProjectDialog.test.tsx` — 3 files,
81 tests passed.
- `pnpm check:token-gates` — all token gates clean.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- Security review passed after adding tenant-scope and
unauthorized-preview regressions; UX re-review approved desktop/mobile
surfaces; QA passed all seven acceptance areas including write-through
editing, deduplication, conflicts, empty state, and permission denial.

## Risks

- Files remain referenced in project workspaces, so moving or deleting a
source directory can make an imported skill unavailable; the UI
explicitly communicates the reference behavior.
- New well-known directory scans may discover more candidates than older
versions, but preview mode prevents mutation until the operator confirms
a selection.
- The endpoint remains backward compatible: omitting `mode` preserves
the prior full-import behavior.
- No schema migration or telemetry event changes.

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

## Model Used

- Anthropic Claude Opus 4.8 with tool use/code execution assisted with
the UI implementation and UX polish. OpenAI Codex CLI with tool use/code
execution assisted with server implementation, security fixes,
regression coverage, integration, and PR preparation; the runtime did
not expose Codex's exact backing 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>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-15 18:01:44 -05:00
DottaandPaperclip 9af96461d5 fix(server): restore stranded recovery continuations (#9630)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI agents and their work.
> - Its server recovery layer classifies blocked issue graphs and
restores interrupted heartbeat execution.
> - A dependent issue could remain dispatch-suppressed by a cancelled
blocker without producing operator-visible attention when the dependent
still displayed as todo or backlog.
> - Separately, a monitor-triggered run that lost its process before
disposition could consume the monitor's one-shot wake without scheduling
the existing bounded continuation.
> - Both gaps strand useful work even though Paperclip already has the
relevant blocker-attention and process-loss recovery mechanisms.
> - This pull request widens the existing classification path and reuses
the single process-loss retry for monitor dispatches with no future
wake.
> - The benefit is visible, routable recovery without weakening
dependency checkout rules or introducing an unbounded retry loop.

## Linked Issues or Issue Description

No matching public GitHub issue or pull request was found.

### What happened?

Two server recovery cases could leave work stranded:

1. A non-terminal, agent-assigned issue with an unresolved cancelled
blocker remained ineligible for checkout, but blocked-chain liveness
classification only inspected issues already displaying `blocked` or
`in_review`, so the existing `blocked_by_cancelled_issue` attention was
not surfaced.
2. A one-shot issue monitor cleared its next check when dispatched. If
that monitor-triggered run ended as `process_lost` without a tracked
local child, the existing bounded retry gate rejected it and no future
monitor wake remained.

### Expected behavior

- Cancelled blockers continue to be unresolved dependencies, and their
dependents receive blocker attention regardless of whether the dependent
currently displays as backlog, todo, blocked, or in review.
- A monitor-triggered run lost before disposition receives exactly one
bounded continuation when no future monitor check exists; a second loss
follows the normal recovery-action escalation path.

### Steps to reproduce

1. Create an agent-assigned todo issue blocked by a cancelled issue and
run issue-graph liveness classification.
2. Observe that no cancelled-blocker finding appears before this change.
3. Dispatch a due issue monitor, clear its one-shot
`monitorNextCheckAt`, and mark the resulting untracked run
`process_lost`.
4. Observe that no retry is queued before this change.

### Environment

- Paperclip commit: `3e348b96b`
- Deployment: built from source / local test environment
- Adapter: not adapter-specific; core server recovery
- Database: embedded test database

## What Changed

- Inspect non-terminal, agent-assigned issues with unresolved blocker
edges during blocked-chain liveness classification.
- Include cancelled dependents in the existing blocked-inbox attention
query while preserving company-scoped relation checks.
- Allow monitor-triggered `process_lost` runs with no future monitor
wake to use the existing single bounded retry.
- Mark monitor recovery retries as continuation-needed context and
retain the existing second-loss escalation behavior.
- Document cancelled-blocker and monitor-dispatch recovery semantics.
- Add focused regressions for liveness findings, attention propagation,
one retry, and second-loss escalation.

## Verification

- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/issue-blocker-attention.test.ts
server/src/__tests__/issue-liveness.test.ts` — 3 files, 126 tests
passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.

## Risks

- Low risk and server-only. The liveness scan inspects more unresolved
dependency shapes, which can produce additional existing attention
entries for previously invisible cancelled blockers.
- Monitor recovery remains bounded by `processLossRetryCount < 1`, and
the extra path only applies when the dispatch was monitor-triggered and
no future monitor check exists.
- No schema, migration, authorization, API-contract, or UI changes.

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

## Model Used

- OpenAI `gpt-5.4` through Codex CLI, with reasoning, repository tool
use, command execution, and 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>
2026-07-15 16:41:39 -05:00
Nicky Leach 3a727bf780 fix(codex): warn when sandbox auth is shadowed (#9259) 2026-07-15 10:02:28 -07:00
89ce36d7af feat(skills): open-by-default company skill policy and core UX (#9564)
## Thinking Path

> - Paperclip uses company skills to make agent capabilities reusable
across an organization.
> - Skill operations currently mix capability availability with
permission checks, which creates avoidable setup friction and
inconsistent denial handling.
> - The policy contract needs to remain open by default while allowing
company-scoped restrictions for governed deployments.
> - Core owns the canonical policy actions, persistence, evaluation, API
behavior, safe import boundaries, and generic denial/read-only UI.
> - Enterprise policy-editor implementation belongs in the separate
`paperclip-ee` repository and is intentionally excluded from this PR.

### Problem or motivation

Company skill operations can encounter permission dead ends even when no
explicit restriction has been configured, and import-source
classification can drift between policy evaluation and execution.

### Proposed solution

Define eight canonical skill policy actions, default all actions to
allowed, persist company-scoped restrictions, expose policy evaluation
APIs, normalize import sources at the boundary, and update Skill Studio
to present actionable restriction states without embedding Enterprise
Edition implementation in the core repository.

### Alternatives considered

Keeping capability checks distributed across routes and UI surfaces was
rejected because it duplicates policy logic and makes denial behavior
inconsistent. Shipping the Enterprise policy editor in this repository
was rejected because `paperclip-ee` is a separate repository and must
receive its own PR.

### Roadmap alignment

Extends the completed **Skills Manager** roadmap area by adding coherent
governance and removing workflow dead ends.

### Additional context

The core API contract remains suitable for a separate Enterprise Edition
editor, but this PR contains no `paperclip-ee` package or EE-specific UI
integration code.

## What Changed

- Added the company skill policy contract to product and implementation
documentation, including the open-by-default rule, eight canonical
actions, decision shape, and core/EE ownership boundary.
- Added the company-scoped policy schema, migration `0170`, shared
validators, policy service, REST routes, OpenAPI coverage, and focused
server tests.
- Hardened import policy enforcement by normalizing import sources and
keeping source classification consistent between policy evaluation and
execution.
- Updated core Skill Studio behavior to remove generic permission dead
ends and show actionable policy/platform denial states only when an
operation is actually denied.
- Removed the `plugin-paperclip-ee` package, Docker wiring, EE
discovery/deep-link helpers, and EE-specific UI tests/stories from this
PR so that implementation can be submitted separately to the EE
repository.
- Preserved open-by-default behavior when no explicit company
restriction exists.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/skill-studio/SkillPolicySurfaces.test.tsx
src/lib/skill-policy-denial.test.ts` — 20/20 passed.
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` — passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/worktree-config.test.ts` — 12/12 passed.
- `pnpm check:token-gates` — passed with all gates clean.
- `git diff --check` — passed.
- `git diff --name-only origin/master | rg
'paperclip-ee|ee-skill-policy'` — no matches.

## Risks

- Migration `0170` introduces company policy persistence; rollout
depends on the migration applying before policy routes are exercised.
- Open-by-default is an intentional behavioral policy: deployments
expecting implicit denials must configure explicit restrictions.
- Import normalization is security-sensitive and should retain focused
review.
- The separate EE editor must stay contract-compatible with the core
policy API as policy actions evolve.

## Model Used

- OpenAI Codex CLI, runtime model identifier and context-window size not
exposed by this execution environment; reasoning, repository tool use,
shell execution, and code review capabilities 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 available to this runtime)
- [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 or
described the result 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
- [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 on the latest head
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Evyatar Bluzer <bluzername@users.noreply.github.com>
2026-07-15 11:42:40 -05:00
24bd860280 Stop cancelled productivity review loops (#5210)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Productivity review reconciliation creates manager-owned review
issues when assigned work shows no-comment, long-active, or high-churn
patterns.
> - SplatImmo hit a loop because productivity-review issues were
auto-cancelled while the source issue still matched the same trigger.
> - The service already snoozed recently completed reviews, but
cancelled reviews were ignored for that snooze check.
> - This pull request treats recently cancelled productivity reviews as
terminal snooze evidence.
> - The benefit is that cancelling a review now suppresses immediate
recreation without disabling useful future productivity reviews.

## What Changed

- Renamed the recent-review lookup to terminal-review semantics and
included `cancelled` alongside `done`.
- Added a regression test proving a recently cancelled productivity
review produces `snoozed` instead of creating another review.

## Verification

- `pnpm exec vitest run
server/src/__tests__/productivity-review-service.test.ts` passes: 1
file, 12 tests.
- Queried the SplatImmo Paperclip instance for existing `Review
productivity` issues: 500 `issue_productivity_review` issues found, all
already `cancelled`, 0 active.

## Risks

- Low risk: this only affects the reconciliation branch after a terminal
productivity-review issue exists.
- Operators who cancel a productivity review now get the same default
6-hour quiet window as completed reviews; after that window, persistent
evidence can still create a fresh review.

## Model Used

- OpenAI Codex coding agent, GPT-5 class model, tool-enabled code
editing and local command 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 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: Yanis Ismail <yanis.ismail@emissive.fr>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 11:38:37 -05:00
DottaandPaperclip ea66ea81e6 fix(auth): honor responsible-user grants for company skills (#9571)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Company skills are governed resources, so board users and agents
acting for responsible users must be authorized consistently before
mutating skill configuration
> - The responsible-user authorization intersection handled several task
permissions but did not map company-skill mutation actions to the
corresponding `skills:create`, `skills:update`, and `skills:delete`
grants
> - That gap caused valid skill import and mutation requests to be
rejected even when the responsible user held the exact direct permission
required by the route
> - The branch also introduces the repo-sourced `prepare-paperclip-pr`
skill so the standard PR preparation process is versioned and reviewable
alongside the code
> - This pull request adds the missing authorization mappings, covers
board, agent, JWT-route, and denial behavior with regression tests, and
adds the renamed PR-preparation skill
> - The benefit is that governed company-skill workflows honor explicit
grants without weakening the responsible-user permission intersection

## Linked Issues or Issue Description

No public issue exists. Bug-report shape:

- **Affected area**: company skill authorization and skill import routes
- **Observed behavior**: agents acting under a responsible user could
receive `403` responses for company-skill mutations even when that user
had the matching direct `skills:create`, `skills:update`, or
`skills:delete` grant
- **Expected behavior**: the responsible-user authorization intersection
should accept exact company-skill grants while preserving denials for
missing or unrelated grants
- **Reproduction**: authenticate as an agent with a responsible user,
grant that user the relevant company-skill permission, then import or
mutate a company skill
- **Additional repository change**: adds the renamed
`prepare-paperclip-pr` skill as the versioned source of truth for PR
preparation

Supersedes #9324, which added the PR-preparation skill under the old
`prepare-pr` name.

## What Changed

- Added `.agents/skills/prepare-paperclip-pr/SKILL.md` with the standard
worktree, commit, rebase, guardrail, review-loop, and handoff procedure
- Mapped company `skill_config:create`, `skill_config:update`, and
`skill_config:delete` actions to direct `skills:create`,
`skills:update`, and `skills:delete` responsible-user grants
- Preserved restrictive behavior for unsupported resources, missing
grants, and unrelated permissions
- Added authorization-service regression coverage for board actors and
responsible-user agent intersections
- Added route-level JWT regression coverage for company skill imports,
including allowed and denied cases

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/company-skills-import-authz-routes.test.ts` — 42
tests passed
- `pnpm -r typecheck` — passed
- `pnpm build` — passed
- `pnpm test:run` — server and UI groups passed; one unrelated CLI
doctor assertion failed because the execution environment injects static
`AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, which intentionally changes
the result from `pass` to `warn`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY
NODE_ENV=development pnpm exec vitest run
cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'` — passed, confirming the
full-suite failure is environment-specific
- GitHub CI — all required checks passed on head `0758393c`; one
unrelated `packages/db/src/client.test.ts` 5-second timing timeout
passed on the single allowed failed-job rerun after three consecutive
local passes (42/42 tests)

## Risks

- Low-to-moderate authorization risk: the change expands accepted
responsible-user grants only for company-scoped skill configuration
actions and is protected by explicit allow/deny regression cases
- No database migrations, workflow changes, lockfile changes, or UI
changes
- The added skill is documentation consumed by agent tooling and does
not alter runtime application 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; exact runtime model ID and context-window
size were not exposed to the session. Used reasoning, terminal
execution, Git/GitHub tooling, and test/build execution.
- Earlier commits were assisted by Claude Fable 5 (`claude-fable-5`) and
an OpenAI Codex coding agent, as recorded in the branch history/task
workflow.

## 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 documented the one
environment-specific full-suite failure
- GitHub CI — all required checks passed on head `0758393c`; one
unrelated `packages/db/src/client.test.ts` 5-second timing timeout
passed on the single allowed failed-job rerun after three consecutive
local passes (42/42 tests)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 07:52:54 -05:00
Jannes StubbemannandClaude Fable 5 1cfed0c0ff security(invites): widen invite-token entropy and rate-limit public invite endpoints (#8979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Companies onboard human members through shareable invite links; the
`/api/invites/:token` endpoints are deliberately public so a recipient
can view the invite and accept it without being logged in
> - That publicness makes the invite token itself the only secret
guarding company membership — and it was guessable: the token suffix
carried only ~41 bits of entropy, and the endpoints had no rate limiting
> - An attacker could therefore enumerate the token space online and
accept an invite into someone else's company, gaining member access to
its onboarding data, skills, and workspace
> - This pull request widens invite tokens to 256 bits of entropy and
puts a per-IP rate limit in front of every public `/invites/:token`
sub-route
> - The benefit is that invite links stop being brute-forceable while
their shape, storage scheme, and UX stay exactly the same — existing
links keep working

## Linked Issues or Issue Description

No public issue exists; describing the problem in-PR (security/bug):

**What happens:** Company invite tokens are **public**: anyone with the
link can `GET /api/invites/:token`, fetch onboarding/logo/skills, and
`POST /api/invites/:token/accept`. Two weaknesses combined to make them
brute-forceable:

1. **Token entropy ~41 bits.** The token suffix was 8 chars over a
36-char alphabet (`8 * log2(36) ≈ 41.4` bits). That is
online-enumerable.
2. **No rate limit on `/invites/:token*`.** The public endpoints had no
throttling, so the ~41-bit space could be enumerated online.

**Impact:** an attacker who guesses a live token can accept the invite
and join the company as a member — unauthenticated, from any IP.

**Expected:** invite tokens should be computationally infeasible to
guess, and the public endpoints should throttle guessing attempts anyway
(defense in depth).

## What Changed

**Entropy**

- `createInviteToken` now uses `crypto.randomBytes(32)` (256 bits)
base64url-encoded, keeping the human-readable `pcp_invite_` prefix so
link shape and UX are unchanged. The duplicate generator in
`plugin-host-services.ts` is updated to match.
- Tokens are stored **hashed** (sha256) in `invites.tokenHash`; the raw
value is only returned once on creation. Storage scheme is unchanged.
- **Backward compatible**: only newly minted tokens are affected; lookup
is by hash of the presented value, so existing invite links keep
working.

**Rate limit**

- New generic in-memory per-IP sliding-window limiter
(`server/src/services/invite-rate-limit.ts`, 20 req/min/IP), applied as
a router-level middleware on `/invites/:token` so every current and
future sub-route is covered (summary, logo, onboarding, onboarding.txt,
skills/index, skills/:name, test-resolution, and POST accept).
- Returns `429` with `Retry-After` and `X-RateLimit-*` headers.
In-memory ⇒ per-process, which bounds enumeration per replica. Mirrors
the existing `company-search-rate-limit` pattern; no new dependency.
- Adds a `tooManyRequests(429)` error helper in `server/src/errors.ts`.

## Verification

- `invite-token-entropy.test.ts`: prefix preserved, suffix ≥ 128 bits /
22 chars, charset, 1000 unique tokens.
- `invite-rate-limit.test.ts`: allows up to limit then 429s with
retry-after; per-IP isolation; forgets hits after the window.
- `invite-rate-limit-route.test.ts`: `GET /invites/:token` and `POST
/invites/:token/accept` return 429 once the per-IP threshold is
exceeded.
- Manual: create an invite, open the link (works once per token as
before), then hammer `GET /api/invites/<token>` >20 times within a
minute from one IP → `429` with `Retry-After`.
- Server package typechecks clean for all touched files.

## Risks

- Low risk. Token change affects only newly minted tokens; existing
links resolve via the same sha256-hash lookup.
- The limiter is in-memory and per-process: in multi-replica deployments
each replica enforces its own 20 req/min/IP budget. That still bounds
enumeration (per-replica) and matches the existing
`company-search-rate-limit` approach; a shared store can be layered
later if needed.
- Legitimate users behind a single NAT/proxy IP share the 20 req/min
budget for invite endpoints; the invite flow makes only a handful of
requests, so headroom is ample.
- No DB migration, no API shape change.

> 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

- Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended
thinking enabled, agentic tool use (code search, editing, local
typecheck) via Claude Code.

## Checklist

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

Supersedes #8147.

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 15:47:58 -07:00
Jannes StubbemannandClaude Fable 5 b4e7ba5143 feat(run-logs): durable run-log store via object-storage mirror (#8984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every agent run streams its stdout/stderr/system output into the
run-log store (`server/src/services/run-log-store.ts`), and the run-log
API serves those logs back for review and debugging
> - The only store implementation is `local_file`: logs live on the
server pod's filesystem under `PAPERCLIP_HOME`
> - In hardened / ephemeral deployments, `PAPERCLIP_HOME` is an
`emptyDir` with no persistent volume, so every pod restart wipes the log
files while the DB row still references them — the run-log API then
returns "Run log not found" for every completed run after any redeploy
> - Run logs are the primary audit/debugging trail for agent work;
losing them on routine redeploys undermines trust in the platform
> - This pull request adds transparent durability: when
`RUN_LOG_S3_BUCKET` is set, the store mirrors each completed log to
object storage on `finalize` (same `logRef` key) and falls back to it on
`read` when the local file is gone; live append/tail stays on the fast
pod-local file
> - The benefit is that completed run logs survive pod restarts and
redeploys with zero changes for existing deployments (unset bucket =
today's behaviour) and zero downstream changes (store id stays
`local_file`)

## Linked Issues or Issue Description

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

**What happened?** After any server pod restart/redeploy, the run-log
API returns "Run log not found" for all previously completed runs. The
DB still references the log file, but the file is gone because run logs
are written only to the pod-local filesystem.

**Expected behavior:** Completed run logs remain readable across pod
restarts and redeploys.

**Steps to reproduce:**
1. Deploy the server with `PAPERCLIP_HOME` on an `emptyDir` (no
persistent volume — common in hardened/ephemeral Kubernetes
deployments).
2. Complete an agent run and confirm its log is readable via the run-log
API.
3. Restart or redeploy the server pod.
4. Request the same run's log — the API throws "Run log not found".

**Paperclip version or commit:** reproducible on current `master`.
**Deployment mode:** Kubernetes (server pod without persistent volume).
**Agent adapter(s) involved:** Not adapter-specific (core bug).

Supersedes #8795.

## What Changed

- `server/src/services/run-log-store.ts`: the local-file store becomes a
durable store with an optional object-storage mirror
- `finalize` mirrors the completed NDJSON log to S3-compatible object
storage (keyed by the same `logRef`), best-effort so a failed upload can
never break run finalization; upload failures are logged via
`console.warn` so operators can detect a persistently broken mirror
before a pod roll makes logs unreadable
- `read` serves the pod-local file when present and falls back to a
ranged object-storage read (with correct `nextOffset`) when the local
file is gone
- Live `append`/tail stays on the pod-local file — fast path unchanged,
no per-chunk PUT
- Store id stays `local_file`, so nothing downstream changes (feedback
pipeline, read casts, fixtures untouched)
- New optional config, all read at store construction:
`RUN_LOG_S3_BUCKET`, `RUN_LOG_S3_ENDPOINT`, `RUN_LOG_S3_REGION` (default
`us-east-1`), `RUN_LOG_S3_PREFIX` (default `run-logs`),
`RUN_LOG_S3_FORCE_PATH_STYLE` (default `true`); credentials via the
standard AWS env chain; works with any S3-compatible endpoint
- Reuses the existing `createS3StorageProvider`; deliberately
independent from `PAPERCLIP_STORAGE_PROVIDER` so enabling durable logs
does not redirect workspace/file storage
- `server/src/services/run-log-store.test.ts` (new): 7 tests with an
in-memory `StorageProvider` mock

## Verification

- `npx vitest run src/services/run-log-store.test.ts` in `server/` — 7/7
pass locally:
  - store id stays `local_file`
  - live read served from the local file (no S3 round-trip)
  - `finalize` uploads the completed log to the mirror
- read falls back to S3 after a simulated pod roll (local file deleted)
  - ranged S3 read returns correct slice + `nextOffset`
  - not-found when neither local nor mirror has the log
  - local-only safe degrade when no bucket is configured
- `npx tsc --noEmit -p server` — clean for the touched files
- Manual: set `RUN_LOG_S3_*` against any S3-compatible endpoint (e.g.
MinIO), complete a run, delete the local `.ndjson` file, and re-request
the log via the run-log API — it is served from the mirror

## Risks

- Low risk: with `RUN_LOG_S3_BUCKET` unset (the default), behaviour is
byte-for-byte today's local-only store
- Mirror upload is best-effort by design — a misconfigured bucket loses
durability (not correctness) for affected runs; failures are now
surfaced via a `console.warn` per failed upload
- No DB migration, no API shape change, no change to the persisted
`store`/`logRef` handle format

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Fable 5), via Claude
Code with extended thinking and tool use (code execution, file editing).
Original implementation TDD-authored with the same tooling.

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 15:45:39 -07:00
df0e5bd021 fix(interactions): don't supersede decision cards on machine-authored comments (#9015)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents and humans coordinate on issue threads, where
`request_confirmation` cards capture pending decisions; a genuine human
comment on the thread is meant to supersede (cancel) a card.
> - Supersession is keyed on `!comment.authorUserId` — the guard assumes
only real human comments carry a user id.
> - But local-CLI agent heartbeats post comments under user auth, so a
machine comment's `authorUserId` is populated **nondeterministically per
run** (the same agent resolves as `agent` on one run and `user` on
another).
> - As a result an agent's own on-thread comment — or a teammate's, from
a different run — can carry `authorUserId` and silently expire a pending
decision card. A card was observed expiring 7ms after its own automated
comment landed, stranding the decision with no live approval path.
> - This PR switches the discriminator to a durable, deterministic
signal already persisted on every comment — `created_by_run_id` — so
only comments with **no run context** (genuine board-UI comments)
supersede.
> - The benefit: machine-authored comments can never again expire
decision cards, while real human supersession is preserved exactly.

## Linked Issues or Issue Description

No public GitHub issue — describing the bug in-PR.

- **What happened:** A pending `request_confirmation` decision card was
expired by an automated, machine-authored comment on the same thread.
Supersession is keyed on `!comment.authorUserId`, but local-CLI agent
heartbeats post under user auth, so a machine comment's `authorUserId`
is set nondeterministically per run. An agent's own comment (or a
teammate's, from a different run) can therefore carry a user id and
expire a pending card — one was observed expiring 7ms after its own
automated comment landed.
- **Expected behavior:** Only genuine interactive human (board-UI)
comments should supersede pending decision cards. Machine-authored
comments must never expire them, regardless of how the adapter's auth
resolves.
- **Steps to reproduce:** With a pending `request_confirmation` card
(`supersedeOnUserComment: true`), post a comment via a local-CLI agent
run whose actor resolves to `user`; the card expires with outcome
`superseded_by_comment`.
- **Deployment mode:** server (self-hosted), reproduced against
`master`.

Related PRs (same lifecycle area, not duplicates): #6094 (auto-resolve
stale `request_confirmation` interactions) and #8799 (expire ask-user
questions superseded by comments, merged).

## What Changed

- Supersession now fires **only on comments with no run context**
(`created_by_run_id` is null), in both paths:
- `expireRequestConfirmationsSupersededByComment` (live post path) —
early-return when `comment.createdByRunId` is set.
- `expireRequestConfirmationsSupersededByHistoricalComments` (repair
sweep) — query filters `isNull(created_by_run_id)`.
- Mirrors the existing `shouldImplicitlyMoveCommentedIssueToTodo` reopen
guard, which already uses run context to solve the same
nondeterministic-identity problem.
- Adds live + historical regression tests asserting a run-originated
comment under user auth does not supersede a pending card.

## Verification

- Interactions service suite: **27 tests pass (1 file)**, including the
two new regression tests.
- CI: all substantive gates green (Build, General tests, serialized
server suites, Typecheck, e2e, verify, security-review, policy).
- Manual: with a pending card, a comment carrying `created_by_run_id`
leaves it `pending`; a comment with null run context still supersedes
it.

## Risks

- Low risk, narrowly scoped to the supersession discriminator. Human
supersession is preserved (comments with no run context still cancel
cards); only the machine-authored case is closed.
- No schema migration — `created_by_run_id` is already persisted by
`addComment`.
- Alternatives considered: (a) ignore only the assignee's own run —
misses cross-run machine comments; (b) default `supersedeOnUserComment:
false` for agent-created cards — would drop the legitimate "human
comment redirects → cancel the card" behavior. The run-context guard
covers all machine comments while preserving human supersession.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
reasoning + tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change and contains no internal
Paperclip ticket id — **not yet met**; renaming an open PR's branch
risks closing this PR, so it's flagged for a maintainer to rename safely
(or via the GitHub rename-branch API).
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — N/A
(internal behavior fix, no user-facing docs)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (the only red check is the
automated PR-review template gate this revision addresses)
- [ ] Greptile is 5/5 with no open P2s — re-review requested after this
revision
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>
2026-07-14 15:56:26 -05:00
DottaandPaperclip 931eec3fbf feat(mcp) [split 4/8]: wire gateway runtime and Smoke Lab (#9559)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 4/8 and focuses on gateway runtime, Smoke
Lab, plugins, and server wiring
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: The policy core needs runtime execution, endpoint guards,
route registration, heartbeat integration, and adapter MCP injection to
become operational.
- Proposed solution: Adds the remaining server routes/wiring/consumers,
runtime tests, adapter-utils MCP contracts, and Claude/Codex injection
implementations required by the server layer.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/03-server-tool-access`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: SecurityEngineer for gateway, endpoint guard, token
issuance, and runtime wiring; Greptile on every PR.

## What Changed

- Adds the remaining server routes/wiring/consumers, runtime tests,
adapter-utils MCP contracts, and Claude/Codex injection implementations
required by the server layer.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck`
- Changed server test set — 26 files, 382 tests passed
- Affected server adapter tests — 38 tests passed after concrete adapter
boundary move
- Adapter-utils and Codex focused tests — 76 tests passed

## Risks

- Remote endpoint validation, token handling, and runtime supervision
are security-sensitive and can fail closed or deny legitimate access if
misconfigured.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools 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] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [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
- [ ] 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


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 15:07:30 -05:00
DottaandPaperclip cfa5e0704e feat(mcp) [split 3/8]: add tool access policy core (#9558)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 3/8 and focuses on tool-access policy and
authorization core
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: Authorization, OAuth binding, secret projection, content
guards, and policy evaluation need a security-reviewable server
boundary.
- Proposed solution: Adds tool-access services/routes/tests plus the
runtime service dependencies directly imported by the core, without
registering the routes in the application.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/02-schema-shared`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: SecurityEngineer for authz, OAuth, secrets, and
content guards; Greptile on every PR.

## What Changed

- Adds tool-access services/routes/tests plus the runtime service
dependencies directly imported by the core, without registering the
routes in the application.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck`
- Focused server Vitest run — 4 files, 143 tests passed

## Risks

- Authorization bugs could permit cross-company or over-broad tool
access; the PR remains inert until PR 4 wiring and requires dedicated
security review.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools 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] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [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
- [ ] 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


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 14:22:39 -05:00
DottaandPaperclip 1de0a3bb1e feat(mcp) [split 2/8]: add governed access contracts (#9557)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Governed MCP access spans contracts, runtime enforcement, adapters,
UI surfaces, and operator verification
> - The parity reference PR #9534 is too large for effective automated
or human review
> - The feature therefore needs a linear stack whose individual diffs
stay below the 100-file review limit
> - This pull request is split 2/8 and focuses on database schema and
shared governance contracts
> - The benefit is a standalone, testable review boundary while
preserving byte-for-byte parity at the top of the stack

## Linked Issues or Issue Description

- Related parity reference: #9534
- Problem: The governed access model needs additive persistence and
synchronized shared types before server enforcement can compile.
- Proposed solution: Adds migrations 0148–0169, tool-access and Smoke
Lab schema, shared types/validators/gallery helpers, and the minimal
compile-required contract consumers identified by boundary testing.
- Alternatives considered: keeping #9534 as one 403-file review, or
rewriting the feature to manufacture seams; both were rejected in favor
of path extraction plus compile-driven boundary moves.
- Roadmap alignment: this advances the existing governed MCP/tool-access
work already represented by #9534; it does not introduce a separate
roadmap initiative.
- Stack position: base branch is `pap10341-split/01-demo-servers`.
- Merge policy: merge bottom-up, in order, only after the complete
eight-PR stack has been reviewed and the top-of-stack parity gate
remains empty.
- Requested review: QA for migrations/validators; Greptile on every PR.

## What Changed

- Adds migrations 0148–0169, tool-access and Smoke Lab schema, shared
types/validators/gallery helpers, and the minimal compile-required
contract consumers identified by boundary testing.
- Keeps this PR below 100 changed files and independently typecheckable.
- Preserves the final tree from #9534 when combined with the other seven
stack levels.

## Verification

- `pnpm typecheck` — passed, including migration numbering and safety
checks
- `pnpm --filter @paperclipai/db test` — passed
- `pnpm --filter @paperclipai/shared test` — passed

## Risks

- Migration or contract mistakes could affect every upper layer; all
migrations are additive/idempotent and compile consumers are included in
this boundary.
- Stack risk: merging out of order can expose incomplete layers;
mitigate by following the documented bottom-up merge policy.
- Parity risk: later edits to an intermediate branch can drift from
#9534; mitigate by re-running the empty top-of-stack diff before merge.

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

## Model Used

- OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context
window; medium reasoning with repository, shell, Git, GitHub CLI, and
code-execution tools 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] Internal references are omitted except the execution-plan link
explicitly required for this coordinated split stack
- [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
- [ ] 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


## Stack Coordination

- Internal execution plan:
[PAP-13874](/PAP/issues/PAP-13874#document-plan)
- Parity reference: #9534
- Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563
- Merge bottom-up only after full-stack review and an empty parity diff
at #9563.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-14 12:57:20 -05:00
DottaandPaperclip efcce9cc8e fix(adapters): record unpriced CLI usage (#9505)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Budgets and spend telemetry are control-plane safety features, not
just reporting
> - Local Codex and Claude adapters can execute through either ACP or
their native CLI engines
> - The ACP lane records usage and reported cost, but CLI JSON output
often reports tokens without a price
> - The CLI lane was either losing per-run usage semantics or coercing
missing cost to zero, making real usage indistinguishable from a
genuinely free run
> - This pull request preserves CLI usage as per-run totals and records
token-bearing runs without a reported price as explicitly unpriced
ledger events
> - The benefit is accurate usage accounting and a visible pricing gap
instead of silently misleading zero-cost telemetry

## Linked Issues or Issue Description

Refs #9471
Refs #9230

**Bug description**

A `codex_local` run using the CLI engine can emit a final
`turn.completed` event with millions of input tokens and tens of
thousands of output tokens while the agent's spend ledger remains
indistinguishable from a true zero-usage, zero-cost run. Claude CLI
output has the same missing-price edge case.

**Expected behavior**

Token-bearing CLI runs should persist their usage. If the adapter
reports a price, the ledger should record it as reported; if the CLI
reports usage but no price, the ledger should explicitly mark the event
as unpriced rather than silently treating missing price data as a
reported `$0` cost.

**Reproduction shape**

1. Configure `codex_local` with `engine: cli`.
2. Run a task that produces a `turn.completed` usage payload.
3. Observe token usage in the run stream.
4. Before this change, missing price data is represented as ordinary
zero-cost spend and the CLI usage basis is not consistently propagated.

## What Changed

- Mark Codex and Claude native CLI usage totals as `per_run` and
propagate that basis through success and failure results.
- Stop coercing missing Claude CLI cost to `0`.
- Add `cost_status` to cost events with `reported` and `unpriced`
values, including an idempotent migration and shared validation/types.
- Persist token-bearing runs without a reported price as `unpriced`
ledger events while retaining zero cents until an authoritative price
exists.
- Add parser, execute-path, heartbeat-accounting, and cost-service
regression coverage for both local CLI adapters.
- Document the cost-status invariant and CLI accounting behavior.

## Verification

- `pnpm exec vitest run
packages/adapters/codex-local/src/server/parse.test.ts
packages/adapters/claude-local/src/server/parse.test.ts
server/src/__tests__/codex-local-execute.test.ts
server/src/__tests__/claude-local-execute.test.ts
server/src/__tests__/heartbeat-cost-accounting.test.ts
server/src/__tests__/costs-service.test.ts` — 6 files / 102 tests
passed.
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/db typecheck` — includes migration
numbering and safety checks.
- `pnpm --filter @paperclipai/adapter-codex-local typecheck`
- `pnpm --filter @paperclipai/adapter-claude-local typecheck`
- `pnpm --filter @paperclipai/server typecheck`

## Risks

- Existing cost rows default to `reported`, preserving current
interpretation; only new token-bearing events with absent cost are
marked `unpriced`.
- This change does not invent model pricing. Budget hard stops still
cannot charge an unknown amount, but operators and evals can now
distinguish missing pricing from a genuinely reported zero cost.
- Consumers that enumerate cost-event fields should tolerate the
additive `costStatus` field.

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

## Model Used

- OpenAI Codex, exact model `gpt-5.3-codex`, with repository tool use
and code execution; default reasoning mode.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-13 20:44:38 -05:00
DottaandPaperclip 5dff52631d fix(heartbeat): throttle redundant issue re-wakes (#9470)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI agents and their work
> - Heartbeat admission decides when an agent should start another
adapter session for an issue
> - After process-loss recovery, assignment pollers and reconcilers can
repeatedly request another wake while the issue remains `in_progress`
> - When the preceding runs succeeded without issue-visible progress,
those event-free wakes provide no new information but still pay the full
cost of an adapter session
> - Existing liveness evidence is too broad for this case because
workspace tool calls can make a run look active without moving the issue
> - This pull request adds an issue-scoped admission throttle for
consecutive no-progress re-wakes while preserving every wake that
carries new information or recovery intent
> - The benefit is bounded recovery cost without delaying comments,
operator actions, failures, or other meaningful events

## Linked Issues or Issue Description

No public GitHub issue exists for this bug.

**What happened?**

After a process died, external wake drivers could re-wake the same agent
for the same `in_progress` issue every few seconds. Each succeeded run
that produced no issue-visible progress could be followed by another
full adapter session despite no new issue input. In the observed
recovery smoke, one recovery consumed 25 sessions and 2.4× the
direct-run cost.

**Expected behavior**

Repeated event-free re-wakes should back off after consecutive
successful runs produce no issue-visible progress. Any new information,
explicit operator intent, or failed-run recovery should continue
immediately.

**Steps to reproduce**

1. Start an issue heartbeat and simulate process loss while the issue
remains `in_progress`.
2. Allow assignment/reconciliation drivers to request repeated
event-free wakes for the same agent and issue.
3. Complete each follow-up run successfully without adding a comment,
issue mutation, document, work product, interaction, or continuation.
4. Observe repeated adapter sessions starting every few seconds without
new issue input.

**Environment**

- Version: reproduced on `master` before this change
- Deployment: local development, built from source
- Adapter scope: core bug; not adapter-specific
- Database: reproduced and tested with embedded Postgres

## What Changed

- Add a pure issue re-wake throttle that detects consecutive succeeded
runs without issue-visible progress and applies a 120-second exponential
cooldown capped at 30 minutes.
- Gate event-free `enqueueWakeup` requests and return the explicit skip
reason `issue_rewake_throttled` while the cooldown is active.
- Always bypass throttling for comment wakes, new issue activity,
explicit resumes, `forceFreshSession`, event-shaped reasons, and
post-failure recovery.
- Add focused pure unit coverage and database-backed heartbeat admission
coverage for throttle and bypass behavior.

## Verification

- `cd server && pnpm vitest run
src/__tests__/issue-rewake-throttle.test.ts` — 12 passed.
- `cd server && pnpm vitest run
src/__tests__/heartbeat-issue-rewake-throttle.test.ts` — 6 passed with
embedded Postgres.
- `cd server && pnpm run typecheck` — passed.
- Neighbor suites previously verified:
`heartbeat-dependency-scheduling`, `heartbeat-process-recovery`,
`run-continuations`, `heartbeat-issue-liveness-escalation`,
`recovery-stale-issue-lock-sweep`, and `heartbeat-comment-wake-batching`
— 131 tests passed.

## Risks

- A progress classifier that is too narrow could defer a legitimate
event-free poll; the cooldown is bounded and new issue activity bypasses
it immediately.
- A progress classifier that is too broad could allow the original
heartbeat storm; tests intentionally distinguish issue-visible mutations
from workspace-only activity.
- Low compatibility risk: no schema, API contract, or migration changes.

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

## Model Used

- OpenAI Codex coding agent. The runtime does not expose the exact
underlying model ID or context-window size; reasoning, terminal tool
use, code inspection, GitHub CLI access, and test execution were
enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My public PR 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>
2026-07-12 20:38:27 -05:00
9e7e84e3fe fix(adapters): propagate ACP-lane usage and cost into spend telemetry (#9471)
## Thinking Path

> - Paperclip is the open source control plane for running and governing
AI-agent companies.
> - Adapter executions feed token usage, billing identity, and run cost
into the control plane's spend telemetry.
> - The default ACP execution lane for local Claude and Codex adapters
did not propagate per-turn usage or cost, so paid runs could be recorded
with zero spend and no tokens.
> - Claude CLI result events could also undercount output tokens by
reading only the main-loop usage block instead of the complete per-model
ledger.
> - The shared executor needs to distinguish per-run usage from
session-cumulative usage so the server does not apply the wrong delta
heuristic.
> - This pull request captures ACP usage and cumulative-cost deltas,
resolves adapter billing identity, uses Claude's complete model-usage
ledger, and preserves per-run usage in server normalization.
> - The benefit is accurate token and cost accounting across the default
paid Claude and Codex execution paths.

## Linked Issues or Issue Description

### What happened?

Paid `claude_local` and `codex_local` runs using the default ACP engine
can complete successfully while the control plane records zero or null
cost and missing token usage. Claude CLI result parsing can additionally
undercount output tokens when subagent or sidechain usage is present.

### Steps to reproduce

1. Run a paid Claude or Codex local adapter through the ACP engine.
2. Complete a turn that reports usage and cumulative cost through ACP
status/events.
3. Inspect the execution result and normalized run telemetry.

### Expected behavior

The execution result contains per-turn token usage, a per-run USD cost
delta, and the correct billing identity. Server normalization records
those per-run values without applying a session-cumulative delta a
second time.

### Actual behavior before this change

ACP execution results returned no usage and `costUsd: null` with unknown
billing. The server therefore recorded zero spend and no tokens for paid
runs. Claude CLI parsing could use an incomplete usage block.

## What Changed

- Capture ACP usage from runtime status and `usage_update` events,
reporting it as `usageBasis: per_run`.
- Convert agent-reported cumulative ACP cost into a per-turn delta,
including counter-reset and no-report safeguards.
- Add a shared billing-identity resolver and map Claude and Codex
authentication/provider modes to control-plane billing types.
- Prefer Claude result-event `modelUsage` totals so subagent and
sidechain tokens are included.
- Skip the server's session-cumulative usage delta when an adapter
explicitly reports per-run usage.
- Add regression coverage for usage capture, event fallback, cost
resets, stale reports, billing identities, model-usage totals, and
server spend normalization.

## Verification

- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
packages/adapters/claude-local/src/server/parse.test.ts
packages/adapters/claude-local/src/server/acp.test.ts
packages/adapters/codex-local/src/server/acp.test.ts
server/src/__tests__/costs-service.test.ts
server/src/__tests__/monthly-spend-service.test.ts` — 6 files, 126 tests
passed.
- `pnpm --filter @paperclipai/adapter-utils typecheck` — passed.
- `pnpm --filter @paperclipai/adapter-claude-local typecheck` — passed.
- `pnpm --filter @paperclipai/adapter-codex-local typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- A broader Claude-local suite has a pre-existing rate-limit
classification failure in `test.probe.test.ts`; it also fails on clean
`master` and is unrelated to this change.

## Risks

- Cost reporting depends on the agent's cumulative counter semantics;
reset handling falls back to the post-turn amount and is covered by
regression tests.
- Incorrect billing-mode inference could misclassify spend;
provider/auth mappings mirror each adapter's existing CLI behavior and
have focused tests.
- The new `usageBasis` contract changes server normalization only when
adapters explicitly opt into `per_run`; existing adapters retain prior
behavior.
- No database migration, workflow, lockfile, or UI changes are included.

> 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

- Implementation commit: Anthropic Claude Fable 5, tool-enabled coding
workflow (exact context window and runtime configuration were not
recorded in the commit metadata).
- PR preparation and verification: OpenAI Codex, tool-enabled coding
agent (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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-12 20:37:22 -05:00
DottaandPaperclip 4a40c0cb13 feat(routines): gate scheduled runs on external activity (#9436)
## Thinking Path

> - Paperclip is the open source app people use to manage AI-agent
companies and their recurring work
> - Scheduled routines provide native cron-driven execution for
recurring agent tasks
> - Watcher-style routines currently dispatch a model run even when the
control plane has been quiet since their last useful run
> - Existing pause, catch-up, and concurrency policies do not
distinguish external work from a routine's own bookkeeping
> - This pull request adds a generic activity gate that checks
company-scoped activity provenance before scheduled dispatch
> - The benefit is backward-compatible zero-token quiet skips while real
human, agent, or delegated-child activity still wakes the routine

## Linked Issues or Issue Description

- Refs #8534

## What Changed

- Added `activity_gate_policy` and `activity_gate_scope` routine columns
with backward-compatible `always` / `company` defaults.
- Added a company-bounded `evaluateActivityGate()` predicate that uses
the last dispatched run as its open window, excludes the routine's own
execution runs and scheduler bookkeeping, ignores pure-read actions, and
supports company/project scope.
- Integrated the predicate into scheduled ticks after pause/worktree
eligibility checks; quiet ticks create visible skipped run-history rows
with reason `no_external_activity` and gate-window diagnostics without
advancing the activity window.
- Kept webhook, manual, and API dispatch paths ungated; catch-up
schedules evaluate the gate once per scheduler tick.
- Added migration-default, provenance predicate, project-scope,
quiet-window, scheduler, and webhook-bypass coverage.

## Verification

- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts` —
51 tests passed
- Embedded Postgres `EXPLAIN` for the company-scope gate scan:

```text
Limit  (cost=24.56..24.58 rows=1 width=24)
  ->  Incremental Sort  (cost=24.56..24.60 rows=2 width=24)
        Sort Key: activity.created_at, activity.id
        Presorted Key: activity.created_at
        ->  Nested Loop Anti Join  (cost=0.44..24.55 rows=1 width=24)
              Join Filter: (own_run.id = activity.run_id)
              ->  Index Scan using activity_log_company_created_idx on activity_log activity  (cost=0.15..8.19 rows=1 width=40)
                    Index Cond: ((company_id = '00000000-0000-0000-0000-000000000001'::uuid) AND (created_at > (now() - '01:00:00'::interval)) AND (created_at <= now()))
```

## Risks

- The migration adds two non-null text columns, but constant defaults
preserve all existing routine behavior and avoid a backfill step.
- Project scope resolves activity through issue/run/routine provenance;
tests cover in-project and cross-project issue activity, while every
top-level and correlated query remains company-bounded.
- This is the scheduler/schema foundation. Public API validation and
documentation for configuring the new fields are intentionally handled
in the next scoped follow-up.

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

## Model Used

- OpenAI Codex using `gpt-5.4` with medium reasoning, repository/tool
access, terminal code execution, and test execution. The runtime did not
expose a 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 extends the
existing Scheduled Routines roadmap item
- [x] I have searched GitHub for duplicate or related PRs and linked the
related efficiency request 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 (no
user-facing configuration is exposed in this scoped foundation PR)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-11 21:52:09 -05:00
DottaandPaperclip e4e12bfb89 fix(workspaces): persist readiness state and validate ports (#9408)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Execution workspaces can run managed services that must report
reliable lifecycle and readiness state
> - Service startup previously waited for readiness before committing
the starting row, making concurrent control actions see stale state
> - Fixed service ports also needed clearer configuration and ownership
diagnostics to avoid cross-workspace collisions
> - This pull request persists startup state before readiness, validates
port ownership, and exposes configurable service ports in the workspace
UI
> - The benefit is dependable service controls and actionable
diagnostics when workspace runtimes start slowly or compete for ports

## Linked Issues or Issue Description

### What happened?

Slow-starting workspace services could remain invisible to concurrent
stop/restart controls until readiness completed, and fixed-port
conflicts lacked enough ownership context for safe repair.

### Expected behavior

A starting service is persisted immediately, control operations can
observe it, configured ports are editable, and conflicts identify the
owning process/workspace.

### Steps to reproduce

1. Configure a workspace service that delays binding its HTTP port.
2. Start the service and immediately request another control action.
3. Observe stale persisted state before this change.
4. Configure two workspaces for the same fixed port and observe limited
conflict diagnostics.

### Paperclip version or commit

`origin/master` at `02e2dd271`

### Deployment mode

Local dev; built from source; not adapter-specific; database-backed
workspace runtime state.

## What Changed

- Commit the `starting` runtime-service row before waiting for readiness
and transition it after the probe completes.
- Add port-owner inspection and cross-workspace conflict details to
local service supervision.
- Preserve configurable runtime service ports through workspace
configuration updates.
- Surface service-port editing and validation in the execution workspace
details UI.
- Add server and UI regression coverage for slow readiness, concurrent
controls, port persistence, and conflict diagnostics.

## Verification

- `vitest --project @paperclipai/server
src/__tests__/workspace-runtime.test.ts
src/__tests__/execution-workspaces-service.test.ts` — 118 tests passed.
- `vitest --project @paperclipai/ui
src/pages/ExecutionWorkspaceDetail.service-ports.test.ts` — 4 tests
passed.
- `node scripts/check-token-gates.mjs` — all token gates clean.

## Risks

- Moderate risk: changes touch workspace service lifecycle persistence
and local process/port inspection.
- No schema migration is required; tests exercise slow readiness,
concurrent control, persisted ports, and cross-workspace conflicts.

> 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-5.3 Codex, reasoning with repository tool use and
code execution; 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 searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-11 03:02:21 -05:00
36ec79c196 feat: add attention queue and Decisions surface (#9380)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies, where
operators need a reliable way to find and act on work awaiting their
input.
> - The attention and issue-thread interaction subsystems expose those
decision points across server APIs and the board UI.
> - The previous navigation and interaction presentation left these
actions fragmented and did not offer a controlled rollout for the
Decisions surface.
> - This branch adds the attention feed, richer interaction cards,
grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry.
> - It also keeps experimental settings and API contracts synchronized,
with an idempotent migration for the new dismissal state.
> - This pull request delivers the complete, tested attention/Decisions
experience as one reviewable unit.

## Linked Issues or Issue Description

- Adds an operator-focused attention queue and Decisions experience:
grouped decision cards, semantic interaction actions, dismiss/snooze
handling, resilient interaction states, and an experimental flag to
control the Decisions navigation entry.


## Feature Context

### Problem or Motivation

Operators currently have to hunt across approvals, interactions, failed
runs, and budget alerts to find decisions that need their action.

### Proposed Solution

Provide a gated Decisions attention queue that groups actionable items,
supports direct resolution, and preserves operator control through
dismiss and snooze actions.

### Alternatives Considered

Keep separate, source-specific views only; this leaves cross-cutting
operator decisions fragmented and harder to prioritize.

### Roadmap Alignment

This improves the V1 control-plane operator workflow by making pending
governed actions discoverable in one company-scoped surface.

## What Changed

- Added server attention-feed services, routes, interaction handling,
dismiss/snooze support, and an idempotent `0145` inbox-dismissal
migration.
- Added shared attention, inbox-dismissal, and experimental-settings
contracts.
- Added Decisions/attention UI, interaction-card states, sidebar
badge/navigation integration, grouping, keyboard support, and Storybook
coverage.
- Added tests for attention behavior, thread interactions, settings
normalization, dismissals, and API behavior.
- Removed generated screenshots from the final PR diff and rebased the
branch onto current `master`.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm exec vitest run
packages/shared/src/issue-thread-interactions.test.ts
server/src/__tests__/attention-service.test.ts
server/src/__tests__/inbox-dismissals.test.ts
server/src/__tests__/issue-thread-interactions-service.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
ui/src/lib/attention.test.ts
ui/src/components/AttentionQueueRow.test.tsx
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests
across 9 focused files.
- GitHub Actions for `ad636f560`: build and typecheck/release-registry
have passed; remaining general-server and Greptile checks are in
progress.

## Risks

- Moderate: this is a cross-layer attention/interaction feature with a
new migration and navigation behavior.
- The `enableDecisions` experimental setting defaults to off, limiting
rollout impact.
- Existing dismissal data is backfilled to `dismiss`; the migration is
idempotent and uses guarded constraint creation.

> ROADMAP.md was checked; no duplicate planned core feature was
identified. Related open pull requests were searched before opening this
PR.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution.
Context-window size unavailable in this environment.

## 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 public PR branch name describes the change and contains no
internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally; focused tests pass and the remaining
unrelated AWS test failure 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 17:09:57 -05:00
Devin Foley 17dde9d3f2 fix(sandbox): keep custom-image snapshots applied to config tests, probes, and saves (#9385)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandbox environments can capture reusable custom images (provider
snapshots) so agents boot with pre-installed tools and CLI logins
> - The custom-image runtime fingerprint check included provider
secret-ref paths (e.g. the Daytona `apiKey`), while capture-time
fingerprinting excluded them, so any config carrying a credential never
matched its captured snapshot
> - As a result, agent config tests and environment probes silently
booted the provider base image instead of the snapshot, test sandboxes
were deleted before operators could inspect them, and any environment
save orphaned the snapshot without warning
> - The UI compounded the confusion by displaying an internal template
id that matches nothing in the provider dashboard
> - This pull request aligns runtime fingerprints with capture-time
exclusions, re-stamps fingerprints on saves that cannot affect the
snapshot (warning when they can), archives test/probe sandboxes instead
of deleting them, and surfaces the provider snapshot ref in the UI
> - The benefit is that custom images actually apply to config tests and
probes, survive unrelated config edits, and are debuggable against the
provider dashboard

## Linked Issues or Issue Description

No public GitHub issue exists for this; describing it in-PR per the bug
template. Related: Refs #9329 (saved-environment probe company context —
this branch carries an equivalent fix), Refs #8794 (introduced reusable
sandbox custom images).

**What happened?**

With a Daytona environment whose provider config stores the API key as a
secret reference and an active captured custom-image snapshot:

- Agent config tests and environment probes booted the provider base
image (`daytonaio/sandbox:0.8.0`) instead of the captured snapshot, so
CLI upgrades/logins baked into the snapshot were missing and the probe
reported "login required" and an outdated CLI.
- The environment card showed an internal template id (e.g.
`b5be03e1-ca5…`) that does not correspond to any snapshot name in the
provider dashboard, making the active image impossible to correlate.
- Test/probe sandboxes were deleted immediately after the run, so the
sandbox a test used could not be inspected afterwards.
- Saving the environment config (even fields unrelated to the image)
changed the stored fingerprint, silently detaching the snapshot with no
warning.

**Expected behavior**

Config tests and probes boot the captured snapshot when one is active;
the UI shows the provider-facing snapshot/template ref; test sandboxes
stay inspectable for a short window; unrelated config edits keep the
snapshot linked, and edits that genuinely invalidate it produce an
explicit warning.

**Steps to reproduce**

1. Configure a sandbox environment on Daytona with the API key stored as
a company secret reference.
2. Capture a custom image snapshot from the environment page and mark it
active (e.g. after installing/logging into a CLI in the setup sandbox).
3. Run the agent config test or an environment probe: the sandbox boots
the base image, not the snapshot, and the sandbox is deleted immediately
after the test.
4. Save the environment config with an unrelated field change: the
snapshot silently stops applying.

**Paperclip version or commit**

`master` at the merge-base of this branch.

**Deployment mode**

Self-hosted local instance (macOS, pnpm dev server) with the Daytona
sandbox provider plugin.

## What Changed

- Runtime custom-image fingerprint checks now exclude provider
secret-ref paths, matching capture-time exclusions, so configs carrying
credentials match their captured snapshots
(`environment-custom-image-runtime.ts`).
- Agent config tests and saved-environment probes force fresh,
non-reused sandboxes and pass company context so lease-backed probes can
resolve company secrets and boot the real snapshot
(`environment-probe.ts`, `routes/agents.ts`, `routes/environments.ts`).
- Test/probe sandboxes are released by archiving (stop + 60-minute
provider-side auto-delete) instead of immediate deletion, so operators
can inspect the exact sandbox a test used (Daytona plugin).
- On environment PATCH save, changes that cannot affect the captured
snapshot re-stamp the template's source fingerprint so the snapshot
stays linked; boot-source or provider-identity changes (new manifest
field `templateIdentityPaths`) mark the template detached and the save
response reports it (`environment-custom-images.ts`, shared plugin
types/validators).
- The custom-image overview exposes `activeTemplateMatchesConfig`; the
environments UI shows the provider snapshot/template ref (internal id
moved to a tooltip), warns via toast when a save detaches the snapshot,
and shows a persistent "Not in use" warning when the active template no
longer matches the saved config (`CompanyEnvironments.tsx`,
`api/environments.ts`).

## Verification

- `pnpm vitest run
server/src/__tests__/environment-custom-images-service.test.ts
server/src/__tests__/environment-probe.test.ts
server/src/__tests__/environment-routes.test.ts
server/src/__tests__/agent-test-environment-routes.test.ts` — server
coverage for fingerprint exclusions, re-stamp/detach on save, probe
company context, and fresh-sandbox test behavior.
- `pnpm vitest run
packages/plugins/sandbox-providers/daytona/src/plugin.test.ts` —
archive-on-release and snapshot ref handling.
- `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx` — snapshot
ref display, detach toast, and "Not in use" warning.
- Manually verified end-to-end on a live self-hosted instance against
real Daytona: config test boots the captured snapshot (CLI login and
version persist), the test sandbox remains visible in the provider
dashboard as archived, and saving unrelated fields keeps the snapshot
applied.

## Risks

- Fingerprint exclusion widening: a provider credential rotation alone
no longer detaches a captured snapshot; that is the intended behavior
(the snapshot content does not depend on the credential), and
provider-identity fields (e.g. Daytona `apiUrl`) still detach via
`templateIdentityPaths`.
- Archived test sandboxes consume provider-side resources for up to
their auto-delete window instead of being freed immediately; bounded (60
minutes) and only for test/probe sandboxes.
- New optional manifest field `templateIdentityPaths` is
backward-compatible; providers that omit it keep current matching
behavior.

## Model Used

- Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use
via Claude Code / Claude Agent SDK.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-10 14:32:47 -07:00
70ce005bef Ensure worktree execution starts only after activation (#9374)
## Thinking Path

> - Paperclip is the open-source control plane people use to manage AI
agents and their work.
> - Its scheduler, routines, and heartbeat services decide when agents
automatically begin work.
> - Experimental per-worktree execution is useful for isolated
development, but enabling it previously allowed automatic services to
consider an existing backlog.
> - A worktree activation must therefore create a durable eligibility
boundary rather than merely toggle execution on.
> - This pull request records an activation cutoff and applies it
consistently to automatic routine and heartbeat dispatch.
> - The result is that an enabled worktree executes only work created
after its own activation, while non-worktree behavior remains unchanged.

## Linked Issues or Issue Description

**Problem type:** Bug / safety regression

**Summary:** Enabling experimental run execution in an existing worktree
could start automatic scheduler, routine, watchdog, and heartbeat
activity for work created before that worktree was explicitly armed.

**Expected behavior:** A worktree that has execution enabled only
considers automatically dispatched work created on or after its
activation timestamp. Ambiguous activation state fails closed.
Non-worktree instances keep their existing behavior.

**Related public work:** Refs #8275 (runtime worktree policy gating);
this PR adds an activation-time boundary for automatic execution rather
than changing the general runtime policy.

## What Changed

- Persist a worktree execution activation timestamp and originating
instance ID; stamp them only when the experimental toggle changes from
disabled to enabled.
- Resolve activation state fail-closed when the cutoff is missing,
invalid, disabled, or belongs to another instance.
- Gate automatic routine scheduling, webhooks, watchdog activity, and
heartbeat selection at the activation cutoff; manual runs remain
available.
- Share the canonical worktree truthy-environment helper across routine
dispatch and agent inbox filtering.
- Add cutoff and truthy-runtime regression coverage, plus
experimental-settings UI states that explain armed and suppressed
execution.

## Verification

- `pnpm exec vitest run server/src/__tests__/routines-service.test.ts
server/src/__tests__/instance-settings-service.test.ts` — passes: 2
files, 60 tests.
- `pnpm --filter @paperclipai/server typecheck` — passes.
- Existing CI completed successfully before the follow-up review fixes;
this branch was rebased onto the latest `origin/master` before
retesting.

## Risks

- **Behavioral:** Automatic worktree execution is intentionally more
restrictive; pre-existing work is suppressed until newly created after
activation.
- **Operational:** A malformed or cross-instance activation record fails
closed, requiring an operator to disable and re-enable the experimental
toggle on the intended worktree.
- **Compatibility:** The worktree environment now accepts all canonical
truthy values (`1`, `true`, `yes`, and `on`) consistently; non-worktree
instances are unaffected.
- **Branch metadata:** This existing execution-workspace branch predates
the current naming rule and cannot be renamed under this task's
workspace contract; the code and PR title do not include internal ticket
references.

> `ROADMAP.md` was checked; this targeted execution-safety fix does not
duplicate planned core work.

## Model Used

- Anthropic Claude Code — assisted with the original implementation;
exact model identifier and context window were not recorded in the
repository metadata.
- OpenAI Codex CLI — assisted with PR preparation and review fixes;
exact model identifier and context window are not exposed in this
execution environment. Used with terminal tooling, code editing, and
targeted test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 16:11:26 -05:00
1fe89eb8f8 Enforce durable external-wait liveness (#9373)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The heartbeat/recovery subsystem decides whether an agent run has a
durable continuation path after the process stops.
> - External waits need stricter semantics than local background
watchers: a killed local process is not durable, while a first-class
blocker/monitor/scheduled wake is.
> - Without that distinction, recovery can repeatedly treat
adapter-failed continuations as live work and obscure the real reason a
task stopped.
> - This pull request adds explicit durable external-wait liveness
handling and documents the expected execution semantics.
> - It also improves operator-visible recovery evidence so invalid
external-wait paths explain why they were rejected.
> - The benefit is clearer recovery behavior, fewer duplicate
continuation recoveries, and a safer contract for monitor-backed
external waits.

## Linked Issues or Issue Description

- Refs #5978
- Related PRs: #4988, #7495, #8502

## What Changed

- Added durable external-wait liveness classification so
local/background watchers are not accepted as durable live paths after
the owning process exits.
- Preserved first-class blocker/monitor/scheduled wake paths as valid
external-wait continuations.
- Added backend regression coverage for killed watcher failure,
monitor-backed durable wait resumption, normal completion, blocker
behavior, and no duplicate recovery.
- Added adapter utility coverage for terminal cleanup behavior used by
local process adapters.
- Surfaced invalid external-wait recovery evidence in the recovery
action card and run ledger.
- Updated execution semantics documentation and the V1 implementation
contract.

## Verification

- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `node scripts/run-vitest-stable.mjs --mode general --group
general-server` equivalent lane passed in CI-clean env: 238 files, 2164
tests passed, 1 skipped.
- `node scripts/run-vitest-stable.mjs --mode general --group
general-workspaces-a` passed in fully Paperclip-env-clean env: UI 305
files / 2430 tests; CLI 43 files / 230 tests.
- `node scripts/run-vitest-stable.mjs --mode general --group
general-workspaces-b` passed in fully Paperclip-env-clean env:
shared/db/adapters/plugin packages all green.
- `node scripts/run-vitest-stable.mjs --mode serialized` passed in fully
Paperclip-env-clean env: 107 serialized server suites green, including
84/84 heartbeat-process-recovery tests.
- `pnpm build` passed in fully Paperclip-env-clean env.

Notes: running `pnpm test:run` directly inside the Paperclip heartbeat
environment exposed local harness env contamination in existing tests
(`PAPERCLIP_CONFIG`, `PAPERCLIP_DB_BACKUP_DIR`, and
`PAPERCLIP_WORKTREE_START_POINT`). Re-running the same lanes with
inherited `PAPERCLIP_*` and port env removed produced the CI-equivalent
green results above.

## Risks

- Medium behavioral risk: this changes recovery classification for
stopped local external-wait processes, so adapters relying on unmanaged
background watchers must use blockers, monitors, scheduled wakes, or
explicit durable handoff instead.
- Low UI risk: recovery-card copy changes are covered by component tests
and Storybook screenshot QA.
- No database migration is included.

> 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 terminal/code
execution. Exact context-window metadata was not exposed in 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 13:21:12 -05:00
Devin Foley a4993a72a6 Fix live run streaming text readability (#9330)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue thread UI renders live agent output from adapter run logs
and transcript parsing.
> - Some adapter streams emit many small or repeated token chunks, and
live UI updates can expose partial words, duplicated slices, or
transient markdown placeholders.
> - That makes active run updates look like gibberish even when the
underlying agent output is valid.
> - The fix needs to preserve raw logs while making the live thread view
stable, readable, and ordered.
> - This pull request adds monotonic run-log sequencing, safer live
transcript dedupe/order handling, markdown placeholder hiding, and
readable live text stabilization.
> - The benefit is a live issue thread that updates smoothly without
showing confusing partial parser artifacts.

## Linked Issues or Issue Description

No public GitHub issue exists yet, so this PR includes the bug details
inline.

### What happened?

Live run updates in the issue thread can show confusing repeated or
partial text while an adapter is streaming. The visible text appears to
lose parsing boundaries during active updates, especially with ACP-style
token deltas, so the live output can briefly render duplicated chunks,
incomplete words, or HTML-comment placeholders.

### Expected behavior

Live text should remain readable while preserving the underlying run
output for raw inspection.

### Steps to reproduce

1. Start a live agent run whose adapter emits small stdout token deltas.
2. Watch the issue thread while the run is still active.
3. Observe transient duplicated chunks, incomplete words, or markdown
placeholder artifacts in the live rendered text.

### Paperclip version or commit

Reproduced against current `master` before this PR branch.

### Deployment mode

Local dev issue-thread UI with live local adapter runs.

### Additional context

GitHub PR search for `live run streaming text markdown transcript` found
one broad merged PR, `#252` (“Dotta updates - sorry it's so large”), but
no targeted duplicate for this live streaming readability bug.

## What Changed

- Added per-run monotonic sequence numbers to persisted and live run-log
chunks.
- Dedupe and order live transcript chunks by sequence before falling
back to timestamp ordering.
- Hide markdown HTML comment placeholder text from rendered markdown
output.
- Smooth live issue-thread text updates so partial additions reveal at
readable word boundaries and sliding-window removals do not produce
gibberish.
- Added coverage for run-log ordering/deduping, markdown comment hiding,
live issue-thread stabilization, and Greptile-reviewed edge cases where
overlap rewrites could synthesize text or no-boundary additions could
stay hidden.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts src/components/MarkdownBody.test.tsx
src/components/transcript/useLiveRunTranscripts.test.tsx` passed before
the review fix: 3 files, 86 tests.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts` passed after the review fix: 1
file, 30 tests.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-chat-messages.test.ts
src/components/transcript/useLiveRunTranscripts.test.tsx` passed after
the final Greptile overlap fix: 2 files, 40 tests.
- `pnpm check:token-gates` passed.
- Local PII/secret scan of touched files found only expected code/test
words such as `secret`, `token`, and redaction-related strings; no
literal credentials found.
- `pnpm -r typecheck` passed after restoring declared dependencies with
`CI=1 pnpm install --frozen-lockfile` and running with a short `TMPDIR`
because `tsx` IPC sockets fail under the long sandbox temp path.
- `pnpm build` passed with existing Vite CSS/font/chunk warnings.
- GitHub PR checks passed on head
`4c052dfe86aecb5feb73504e6b48843f68fce813`: build, typecheck/release
registry, server and workspace test shards, serialized server suites,
e2e, canary dry run, policy, review, Socket, Superagent, Snyk, and
verify.
- Greptile review passed on head
`4c052dfe86aecb5feb73504e6b48843f68fce813` with confidence score 5/5 and
no blocking issues found.
- `pnpm test:run` failed in unrelated server workspace tests on this
macOS local environment:
- `server/src/__tests__/heartbeat-workspace-branch-containment.test.ts`:
two assertions compare `/tmp/...` with `/private/tmp/...`.
- `server/src/__tests__/heartbeat-worktree-suppression.test.ts`:
expected one heartbeat run but observed two, followed by cleanup fallout
in the full run.
- Isolated rerun of those two server suites reproduced the same three
failures.

## Risks

- Low product risk for the UI changes: the readable smoothing only
affects active live-run display stabilization, not stored comments or
raw run logs.
- Moderate verification risk: local full Vitest did not pass because of
unrelated server workspace tests. Targeted tests for this change,
typecheck, token gates, and build passed.
- Run-log sequence fields are optional for compatibility with older log
rows that do not include `seq`.

> 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-using local workspace
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 searched the GitHub PR list for similar PRs and confirmed this
is not a duplicate
- [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
2026-07-10 08:11:52 -07:00
DottaandPaperclip 0f5f461729 Avoid startup crash when Reflection Coach assets are missing (#9351)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server has built-in agent definitions that are loaded during
startup and used to provision optional operational agents such as
Reflection Coach
> - Reflection Coach stores richer stock instructions, a routine
description, and a bundled skill as markdown assets outside the
TypeScript module body
> - A deployed server can fail before it is healthy if one of those
copied markdown assets is absent from `server/dist`
> - A recent build fix preserves those assets during normal server
builds, but runtime should still degrade gracefully if a packaged asset
is missing or unreadable
> - This pull request adds resilient loading for built-in Reflection
Coach assets and keeps a minimal compiled fallback available
> - The benefit is that a missing optional built-in agent file no longer
turns into a process-wide startup crash

## Linked Issues or Issue Description

Bug fix. No public GitHub issue found for this exact startup crash.

- Related public PR: #9339
- What happened: the server could throw `ENOENT` while importing the
built-in agent service if
`server/dist/built-ins/agents/reflection-coach/AGENTS.md` was missing
from a deployed build.
- Expected behavior: the server should keep starting, log that the
built-in asset was missing, and use safe fallback text for the optional
built-in agent resource.
- Steps to reproduce: build the server, remove the compiled Reflection
Coach `AGENTS.md` asset from `server/dist`, then import/start the server
path that loads built-in agent definitions.
- Paperclip version/commit: reproduced against a deployed build
containing the Reflection Coach built-in agent assets; fixed against
current `master` after #9339.
- Deployment mode: Node server deployment using compiled `server/dist`
output.

## What Changed

- Added built-in agent text loading that checks the compiled asset path
first, then source/package fallback paths, then a minimal compiled-in
fallback string.
- Added fallback text for Reflection Coach instructions, routine
description, and bundled skill content so startup does not depend on
optional markdown assets being present.
- Added regression coverage for readable candidate selection and
missing-file fallback behavior.

## Verification

- `pnpm -w exec vitest run server/src/__tests__/built-in-agents.test.ts`
— 1 test file passed, 24 tests passed.
- `pnpm --filter @paperclipai/server build` — server TypeScript build
completed and copied `src/built-ins` into `dist/built-ins`.
- Manual smoke: temporarily moved
`server/dist/built-ins/agents/reflection-coach/AGENTS.md`, imported
`server/dist/services/built-in-agents.js` through the repo-pinned `tsx`
runtime, and confirmed Reflection Coach definitions still loaded with
output `reflection-coach:3732`; the asset was restored afterward.

## Risks

Low risk. The normal path still uses the full packaged markdown assets.
The fallback path is only used when those files are missing or
unreadable, and it logs a warning so packaging drift remains visible.

## Model Used

OpenAI GPT-5 Codex coding agent, with repository tool access and
shell-based verification. Exact context window was not exposed in this
runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-10 08:28:37 -05:00
DottaandPaperclip cc81eefb60 Make plan-approval continuations durable after failed wakes (#9331)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents often work from reviewed plans that are approved through
issue-thread interactions.
> - Accepting a plan is not just a UI decision; it must reliably resume
the assignee so approved work continues.
> - A failed continuation wake could leave an approved plan stranded in
review with no durable retry or visible recovery path.
> - This pull request makes approved plan continuations retryable,
recoverable, and visible when resume fails.
> - The benefit is that operators can trust plan approval to either
resume the agent or produce an explicit actionable failure instead of
silent limbo.

## Linked Issues or Issue Description

No public GitHub issue exists. Inline bug report follows the repository
bug template.

### Pre-submission checklist

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am on the latest released version of Paperclip or can reproduce
on `master`.
- [x] I have confirmed the error originates in Paperclip itself, not in
my agent adapter, API provider, or local configuration.

### What happened?

When a plan-confirmation interaction was accepted, the assignee
continuation wake could fail before useful agent execution. In that case
the issue could remain in review even though the plan had been approved,
because the failed wake was fire-and-forget and there was no durable
retry or recovery path for accepted continuations.

### Expected behavior

Accepted plan continuations should either wake the assignee
successfully, retry bounded infrastructure failures, recover dropped
wakes, or surface an explicit failure state that operators can act on.

### Steps to reproduce

1. Create an issue with an assignee and a plan confirmation that wakes
the assignee on accept.
2. Accept the confirmation.
3. Simulate a pre-flight continuation failure, such as process loss
before agent start or workspace validation failure.
4. Observe that the approved issue can remain in review without an
active assignee wake or visible retry/failure state.

### Paperclip version or commit

Reproducible on `master` before this PR's retry/recovery changes.

### Deployment mode

Local dev (`pnpm dev`) and server-side recovery paths.

### Installation method

Built from source (`pnpm install`, `pnpm dev`, test runner).

### Agent adapter(s) involved

Not adapter-specific; this is a core continuation/recovery bug. The
tests cover local-agent failure shapes without relying on a
provider-specific API.

### Database mode

Embedded Postgres test database for verification. The affected logic is
database-backed and applies to normal Postgres deployments as well.

### Access context

Board accepts the interaction; agent execution resumes through the
assignee wake path.

### Relevant logs or output

No sensitive logs are needed. The regression tests simulate the failed
wake and recovery states directly.

### Relevant config

No special config is required beyond an assignee with wake-on-demand
enabled.

### Additional context

This PR also prevents a stale workspace-validation payload from
quarantining another issue's active workspace and prevents unrelated
successful runs from masking a continuation that never resumed.

### Privacy checklist

- [x] I have reviewed all pasted output for PII, usernames, file paths,
API keys, tokens, and company names, and redacted where necessary.

## What Changed

- Added bounded infrastructure retries for failed accepted-interaction
continuation wakes.
- Extended stranded issue recovery so dropped accepted-plan continuation
wakes are requeued.
- Recorded and rendered explicit resume-failure state on accepted
confirmation cards.
- Added clean-workspace fallback for workspace-validation failures while
preventing cross-issue workspace quarantine.
- Tightened recovery so unrelated successful runs do not mask an
accepted continuation that never resumed.
- Added focused server/UI coverage for retry scheduling, recovery,
visible failure state, and interaction card rendering.

## Verification

- `pnpm vitest run
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts` — 106 tests
passed.
- Earlier branch verification also covered the issue-thread interaction
card tests for the visible resume-failure UI.
- GitHub CI is green on the replacement PR head, and Greptile reports
5/5 with no blocking issues.

## Risks

- Medium behavioral risk: this changes recovery behavior for accepted
continuation interactions and workspace-validation retries.
- Mitigation: retries are bounded, scoped to same-company issue context,
and workspace quarantine now requires ownership by the issue being
retried.
- Existing stored confirmation results remain compatible because the new
resume-failure field is optional.

> 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 terminal workflow. The
runtime does not expose an exact context-window value to the agent.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-10 08:12:16 -05:00
5c85ae64a0 Cases: experimental first-class case object (#9198)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board currently uses issues for execution, but longer-lived
content work needs a separate object that can survive beyond a single
task thread.
> - The Cases subsystem adds an experimental, company-scoped record for
content artifacts and their supporting metadata.
> - The backend needs durable storage, API routes, revision history,
issue linkage, and company-boundary enforcement before the UI can depend
on Cases.
> - The UI needs an opt-in navigation surface, list/detail views,
reference chips, and issue-page context so operators can inspect Cases
without making them the default workflow.
> - The agent-facing skills need a contract for creating and updating
Cases so automated content workflows can dogfood the feature.
> - This pull request ships that experimental end-to-end path behind the
`enableCases` flag.
> - The benefit is a first-class place to collect content work,
references, attachments, revisions, and related execution threads
without polluting the core issue model.

## Linked Issues or Issue Description

No public GitHub issue exists for this experimental feature.

Feature request fields:

### Problem

Content-oriented work such as release notes, announcements, docs, and
campaigns can span many execution issues, which makes the final artifact
hard to find and reason about after the execution thread moves on.

### Proposed solution

Add an experimental Cases object that is company-scoped, linked to
issues, queryable through the API, inspectable in the board UI, and
writable by agent workflows through documented conventions.

### Alternatives considered

Continue encoding content artifacts directly in issues or documents
only. That keeps the data model smaller, but it does not give operators
a stable artifact-centric view or a clean way to link related execution
history.

### Roadmap alignment

Checked `ROADMAP.md`; this PR does not duplicate an existing planned
core roadmap item.

## What Changed

- Added the `cases` data model, migration, schema exports, and
experimental `enableCases` instance setting.
- Added company-scoped Cases API routes for list/detail/update, issue
links, revisions, children, activity events, annotations, attachments,
and idempotent agent-oriented upserts.
- Scoped case and issue lookup helpers before access checks so
inaccessible cross-company identifiers resolve as not found rather than
leaking existence.
- Fixed case PATCH timestamp handling so non-status updates cannot
overwrite `completedAt` from a stale pre-transaction row snapshot.
- Moved Cases list type/status/project filters into the server request
before the server-side limit is applied, including multi-select filters
and no-project filtering.
- Added backend route coverage for creation, updates, idempotency, issue
linking, attribution, company-boundary enforcement, OpenAPI
registration, list filtering, timestamp patch behavior, and inaccessible
lookup regressions.
- Added the experimental Cases UI surface: sidebar entry, gated routes,
list filters/grouping, detail overview, activity, revisions, children,
attachments, and issue-page case rail.
- Added case reference rendering and company-prefixed case href
generation so case links resolve directly inside the active company
route.
- Added Paperclip skill documentation for agent workflows that create or
update Cases.
- Wired release-content skills to emit Cases for dogfooding.
- Rebased onto current `master` and renumbered the Cases migrations to
`0143`/`0144` after the latest upstream migration sequence.

## Verification

- Current PR head: `ecc13be0d`.
- Rebased on current `master` (`606aa4f266`) and pushed to the existing
PR branch.
- `git diff --check origin/master...HEAD` — passed before the first
update push; subsequent committed diffs were also checked with `git diff
--check` before commit.
- Guardrails checked: no `pnpm-lock.yaml` changes, no
`.github/workflows` changes, and changed-file count is below the
Greptile 100-file limit.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/cases-routes.test.ts
src/__tests__/instance-settings-service.test.ts
src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests
before review-fix commits.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/cases-routes.test.ts` — passed after each server-side
Greptile fix, latest 1 file / 15 tests.
- `pnpm --filter @paperclipai/server typecheck` — passed after the
timestamp and lookup fixes.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx
src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` —
passed, 4 files / 30 tests before review-fix commits.
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file /
12 tests.
- `pnpm --filter @paperclipai/ui typecheck` — passed after the
list-filter fix.
- `pnpm check:token-gates` — passed after UI changes.
- Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build,
typecheck, test matrix, e2e, Canary Dry Run, policy, commit review,
Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook
visual regression is skipped and security-review is neutral.
- Greptile Review: 5/5 confidence, zero unresolved Greptile threads.

## Risks

- Medium feature risk because this introduces a new experimental domain
object across database, server, shared contracts, skills, and UI.
- The feature is gated behind `enableCases`, which limits default
operator exposure while the model is exercised.
- Case links now prefer company-prefixed hrefs; the unprefixed redirect
remains for externally entered URLs.
- Cases list filtering now sends multi-select filters to the server
before limiting; the UI still applies the same local filters as a second
pass for ancestor/context rows.
- Migrations were renumbered on top of current master; the SQL uses
guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where
relevant for safer replay.

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

## Model Used

OpenAI GPT-5 Codex in the Paperclip local coding environment was used
for this PR curation, rebase verification, review-fix implementation,
push, and PR description update. The runtime exposes tool use and shell
execution; context-window size is not exposed by this Paperclip adapter.
Several implementation commits also include AI co-author trailers
recorded in git history.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 22:11:03 -05:00
606aa4f266 feat(search): filters, sorting, operators & command-palette parity (#9327)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company search is the primary way operators find issues, comments,
documents, artifacts, agents, and projects across a busy company
> - Search previously supported only a bare text query: no way to narrow
by status/assignee/project/label/date, no sort control, no typed
operators, and weak relevance/snippets meant hunting through noise
> - As companies accumulate tens of thousands of items, unfiltered
single-sort search stops scaling for day-to-day operator workflows
> - This pull request adds a full filtering model (filter bar, chips,
mobile sheet, URL state), sort modes, typed query operators (`status:`,
`assignee:`, `type:`, …) with command-palette parity,
relevance/snippet/deep-link improvements, zero-results recovery, and the
supporting shared validators, backend service work, and DB indexes
> - The benefit is that operators can go from a vague query to the exact
item in a couple of keystrokes, on desktop and mobile, with shareable
filtered-search URLs

## Linked Issues or Issue Description

No existing public GitHub issue; describing the underlying feature
request inline (per feature_request template):

- **Problem:** Company search accepted only a plain text query. Users
could not filter results by status, assignee, project, label, or
recency; could not change result ordering; and got no guidance when
filters emptied the result set.
- **Desired solution:** Structured search filters (UI controls + typed
query operators + URL parameters), selectable sort modes, better
relevance and snippets with exact deep links, and parity between the
search page and the command palette.
- **Alternatives considered:** Client-side filtering of unfiltered
results (does not scale past the fetch limit); a separate "advanced
search" page (splits the surface and duplicates state handling).

Related (not duplicate) PRs found while searching: #4848 (issue search
query planning), #8235 (search rate limiting).

## What Changed

- **Shared contract:** new search filter/sort/count/zero-results types
and validators in `packages/shared` (`validators/search.ts`, types
index).
- **Backend:** `server/src/services/company-search.ts` supports issue
filters, sort modes, per-filter option counts, snippets, artifact
visibility, and zero-results loosen suggestions; single-statement match
replaces per-scope scans and predicates are trigram-index compatible
(~3.7s → ~350ms on a live 14.8k-hit corpus).
- **DB:** migration `0142_company_search_sort_indexes.sql` adds the
supporting indexes.
- **Search page (`ui/src/pages/Search.tsx`):** filter bar, removable
chips, mobile filter sheet with result-count preview, sort menu, URL
round-tripping, zero-results recovery UI.
- **Query operators (`ui/src/lib/search-query-parser.ts`):** typed
operators parsed into filters, operator autocomplete, filter pills.
- **Command palette:** operator-aware parsing and full-search handoff.
- **Stale-operator fix (latest commit):** typed operator filters are no
longer folded into persistent URL-filter state, so deleting a token
(e.g. removing `status:blocked` from the input) actually removes the
filter from subsequent requests; filter-control edits materialize
control state and strip typed tokens so a removed chip cannot resurrect
from the input.

## Verification

- `cd ui && npx vitest run src/pages/Search.test.tsx` — 19 tests
including two new red→green regressions for the stale-operator paths
(both fail on the previous commit, pass now).
- `cd ui && npx vitest run src/components/CommandPalette.test.tsx` and
`cd server && npx vitest run
src/services/company-search-service.test.ts` — operator parity and
backend filter/sort/count coverage.
- `cd ui && npx tsc --noEmit` — clean.
- Manual: open `/search`, type `auth status:blocked`, confirm the status
filter applies; delete `status:blocked`, confirm results are unfiltered
again; drive the same filters from the filter bar/chips/mobile sheet and
confirm the URL round-trips (reload/back/forward preserves state).
- Full end-to-end QA pass (9/9 acceptance checks) against the wireframes
on desktop (1280px) and mobile (390px) with a live API and browser
automation.

## Risks

- Additive migration (indexes only, no data rewrites) — safe to roll
forward; index creation cost is paid once at migrate time.
- Search request shape gains optional parameters only; old clients keep
working.
- Behavioral shift: filter-control edits now strip typed operator tokens
from the query text (their values persist as filter state) — deliberate,
so removed filters stay removed.
- Ranking changes alter result ordering for existing queries; covered by
service tests and the QA pass.

> 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

- Claude Fable 5 (`claude-fable-5`, Anthropic, extended thinking + tool
use) — stale-operator-filter fix, regression tests, PR preparation.
- GPT-5 Codex (`codex_local` adapter) and Claude Opus 4.6
(`claude-opus-4-6`) — earlier implementation phases (backend contract,
filter UI, operators, ranking) under agent orchestration.

## 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
— pre-existing branch name retained to avoid closing/reopening the PR
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
user-facing docs affected)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green (pending re-run on latest commit)
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(pending re-review of the stale-filter fix)
- [x] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 19:32:58 -05:00