Commit Graph
1098 Commits
Author SHA1 Message Date
Tonio ae03465ad4 fix(onboarding): drop the sign-in card's Cancel, and resume after Back (#12958)
The card carried a Cancel beside its instruction, directly above the step's own Back. Two ways out of one screen is one too many.

Removing it was only safe if returning genuinely resumed the running session, and writing the test for that disproved the premise: coming back started a second login rather than adopting the first, which the server's per-owner lease rejects. Cancel was not duplicative — it was the only way out of a login the customer could no longer reach.

The cause was the cache. The active-session read is a useQuery with no staleTime, so on the second mount it answered instantly from the first mount's cached null: isFetched was true, the resume effect concluded there was nothing to adopt, and autoStart began a new login while the refetch was still in flight. Both panels did it, and it was pre-existing on master. Both reads now refuse the cache, so the resume works and the removal is safe because of it.

Removing the button also stranded the chain behind it: handleCancel in both panels, the onCancel prop on AdapterLoginPanel, and the wizard's wiring. The panel chrome's own Cancel is untouched.

An abandoned login is collected on a five-minute timer (DEVICE_LOGIN_TIMEOUT_MS) with the reaper as the restart-safe backstop, and the lease is keyed on adapterType, so a source switch does not contend. Both covered by tests.
2026-09-07 00:20:31 -07:00
Dotta 05735b3d87 fix(ui): show continuation actions in confirmation receipts (#12939)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task interactions let an operator approve completion or ask an agent
to continue.
> - The server stores the continue choice as a rejected completion
request so it can resume the same task.
> - The task feed ignored the configured action label and showed the
generic text `Declined request`.
> - The generic text made a successful three-turn continuation look like
a failed request.
> - This pull request keeps the server state and shows the action that
the operator selected.
> - The benefit is an accurate task feed for legacy Codex and Runner
Codex.

## Linked Issues or Issue Description

**What happened?**

A rejected confirmation always appeared as `Declined request`. The feed
did not use a custom rejection action such as `Continue work`.

**Expected behavior**

The resolved receipt and success toast must show the selected custom
action. Confirmations without a custom action must keep the current
fallback text.

**Steps to reproduce**

1. Create a completion confirmation with `rejectLabel` set to `Continue
work`.
2. Select `Continue work` and enter a continuation note.
3. Open the completed task feed.
4. Observe that the old UI says `Declined request` instead of the
selected action.

**Paperclip version or commit**

`539c9212f4b98e37643f5a8e3b603f1b5845b5d7`

**Deployment mode**

GitHub Actions Runner E2E with warm Daytona sandboxes.

## What Changed

- Show `Selected “Continue work”` when a rejected confirmation has that
custom action label.
- Use the same action-aware text in the success toast.
- Keep `Declined request` as the fallback for confirmations without a
custom rejection label.
- Make the legacy warm-turn prompt ask if the task is ready to complete.
- Require both warm Daytona matrix cells to show two continuation
receipts and no generic decline receipt.

## Verification

- `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx
ui/src/lib/issue-thread-interactions.test.ts
ui/src/components/task-chat/TaskChatInteractionCard.test.tsx`
- `pnpm test:e2e:runner:unit`
- `pnpm test:e2e:runner:typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm check:token-gates`
- Paid `daytona-warm-continuity` campaign: both three-turn cells passed
on attempt 1 ([workflow
run](https://github.com/paperclipai/paperclip/actions/runs/34052047946));
the downloaded evidence aggregates locally as 2/2. The trusted report
job did not publish because default branch `pnpm-lock.yaml` was
transiently behind its manifest.
- `pnpm typecheck` reached an unrelated `plugin-workspace-diff`
dependency type error after the current master manifest and lockfile
resolved different versions. The focused UI and runner checks pass.

## Risks

- Low risk. The database state and continuation behavior do not change.
- A custom rejection label now appears in resolved receipts and success
toasts.
- The paid warm Daytona suite has a stricter browser assertion.

## Model Used

- OpenAI Codex, GPT-5, with reasoning, tool use, 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
them above
- [x] I have either linked existing issues or described the issue in
this PR with the bug template fields
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal task
identifier
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the relevant E2E fixture and assertions
- [x] I have considered and documented the 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
2026-09-06 13:56:18 -05:00
Tonio 539c9212f4 fix(onboarding): keep the pasted code on screen, and make the auto-copy real (#12921)
The Claude card cleared its field the instant the paste was submitted, so the code appeared and vanished in the same breath and the seconds that followed had no feedback at all - it read as the paste having been dropped. The code stays now; the field is disabled and the step's button carries the status. Scoped to the onboarding chrome: the panel in the agent form stays open long after its login and has its own status area, so clearing is still right there.

The OpenAI card's auto-copy took its latch before the attempt rather than on success, so the first refusal was permanent - and the first attempt is the one most likely to be refused, since it fires while the card is still arriving. It also ran with an empty code on the paths where the row renders before the server's one-time prompt has a value, which wrote nothing and then said Copied! over whatever the clipboard already held. It now waits for the document to have focus, retries when focus returns, guards against a second attempt while one is in flight, and only latches once a write has actually landed.

The arc's question is a quarter larger, 36px to 45px, as a token with its own leading. paperclipai/paperclip-cloud#400 moves the signup wizard's matching heading by the same quarter - the two flows are pinned to each other on purpose.
2026-09-06 09:02:21 -07:00
Dotta 0c1e7504c0 fix(runner): persist warm Daytona workspaces across turns (#12904)
## Thinking Path

> - Daytona preserves a stopped sandbox filesystem, but deleting or
replacing a sandbox removes its only remote copy.
> - Warm reuse therefore improves latency but cannot be Paperclip's
durability boundary.
> - The host execution workspace must remain authoritative after every
successful turn, while same-run recovery must avoid overwriting
unexported remote work.
> - Result proposal, workspace export/merge, and terminal completion
need a durable, replayable ordering so a crash never starts a duplicate
provider turn.
> - A paid browser acceptance suite must exercise both legacy Codex and
Runner Codex for three real turns on one continuously warm Daytona
sandbox.

## Linked Issues or Issue Description

Refs #12901.

Runner Codex did not previously export successful Daytona workspace
changes back to the authoritative host workspace. That made warm reuse
depend on Daytona's remote filesystem and left deleted/replacement
sandboxes without a reliable reconstruction path. The existing paid
fixture also lacked a focused three-turn continuity case for both Codex
adapters.

## What Changed

- Persist versioned, atomic native workspace-sync descriptors and
durable seeds in `PAPERCLIP_HOME`, without credentials or a database
migration.
- Classify fresh, warm, replacement, and same-run-recovery workspace
preparation explicitly; ambiguous lease/root/digest evidence fails
closed.
- Finalize native workspace export/merge after semantic result proposal
and before run completion, with idempotent replay that never submits a
second provider turn.
- Surface legacy Codex workspace restoration failures instead of masking
them, while preserving an earlier provider error when both fail.
- Keep healthy reusable Daytona leases warm for legacy and native
adapters, stamp finalized workspace generations, and retain existing
cleanup behavior for per-turn or unhealthy leases.
- Preserve Runner Codex's provider process/session across warm turns,
including bounded post-terminal tail draining and exact authority
rotation.
- Add the exact paid `daytona-warm-continuity` matrix:
  - `legacy-codex × daytona × warm-three-turn`
  - `runner-codex × daytona × warm-three-turn`
- Drive all three turns through the browser, verify ordered file
continuity and stable lease/workspace/runtime identities, capture
per-turn timings, and delete the sandbox immediately after assertions.
- Document `pnpm test:e2e:runner -- --suite daytona-warm-continuity`; no
package script was added.

## Verification

- `pnpm typecheck` — passed, including migration safety (no migration
added)
- Focused server/runner Vitest coverage — 144 passed
- `pnpm test:e2e:runner:unit` — 114 passed
- `pnpm test:e2e:runner:typecheck` — passed
- `pnpm --filter @paperclipai/paperclip-runner test:codex` — 66 passed,
1 helper ignored
- `native-session-executor.test.ts` — 139 passed, including safe
fail-closed cleanup after remote runner identity capture failure
- Paid local browser acceptance, exact post-rebase Linux/amd64 runner
binary:
- Runner Codex — passed in 1.7m; 3 runs; lease outcomes `created,
resumed, resumed`; 10/10 matchers; cleanup passed
- Legacy Codex — passed in 2.7m; 3 runs; lease outcomes `created,
resumed, resumed`; 10/10 matchers; cleanup passed
- [Protected paid GitHub Actions
campaign](https://github.com/paperclipai/paperclip/actions/runs/34026735033)
against `7da42a91b95fa7fb2df126668ef7e37afb3b2b9d` — passed 2/2:
- Runner Codex — 3 runs; lease outcomes `created, resumed, resumed`;
evidence and cleanup passed
- Legacy Codex — 3 runs; lease outcomes `created, resumed, resumed`;
evidence and cleanup passed
  - Merge/enforcement, S3 history, and Pages publication jobs passed
- Paid result artifacts were scanned for both provider credentials;
neither secret was present.
- Current PR checks — 31 passed, 1 expected Storybook skip; Greptile
5/5; Superagent security scan passed
- `git diff --check origin/master...HEAD` — passed
- Confirmed no `package.json`, lockfile, migration, or SQL changes.

## Risks

- Workspace synchronization now sits on the terminal-success path, so a
remote export failure deliberately prevents false success. Retryable
state retains its lease/seed; loss of the only unexported remote copy
fails closed.
- Warm provider reuse has strict identity and quiescence checks.
Mismatched or ambiguous evidence blocks reuse rather than risking
concurrent provider work.
- The paid suite incurs Daytona and Codex cost only in the existing
protected scheduled/manual workflow and explicitly destroys its sandbox
after each cell.

## Model Used

OpenAI Codex with GPT-5 agentic reasoning, repository inspection, real
browser E2E execution, Rust/TypeScript test execution, and GitHub
Actions diagnostics.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked an existing issue or described the issue
in-PR
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name contains no internal ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have documented the dedicated suite invocation without adding a
package script
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green on the current revision
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the current revision
- [x] I will address all reviewer comments before requesting merge
2026-09-06 08:16:12 -05:00
Tonio be407f3456 fix(onboarding): hide the probe's diagnostics while the hire is in flight (#12902)
After a successful sign-in, a block of amber diagnostics flashed up and vanished as the step advanced. They are the identity and target INFO checks every environment test reports: they make the result a warn without blocking anything, and the step rendered any non-pass result, so they owned the screen for the window between the probe returning and setStep(5).

Gated on loading rather than the connect phase. A blocking result stops the hire and handleGiveHeartbeat clears loading in the finally after its early return, so a genuine block still shows its checks while a hire in flight shows none.

The button needed no change: step 4 forces the footer's loading to false and takes its label from connectCta, which reads Connecting for that whole window.
2026-09-05 10:08:28 -07:00
Nicky LeachandPaperclip 60469a08e0 feat(agent-login): resume an active login session and permit concurrent login terminals (#12861)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent authentication uses server sessions, plugin workers, and
browser login panels.
> - A page reload loses an active login session, and one worker permits
only one login terminal.
> - These limits cause lost work and prevent two owners from logging in
through one worker.
> - This pull request lets the browser resume active sessions and lets
workers serve concurrent login terminals.
> - The benefit is reliable login recovery with a bounded process-wide
route limit.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

It improves agent credential login recovery and concurrent login
terminal handling.

**Subsystem affected**

Cross-cutting (multiple of the above).

**Current behavior**

A page reload loses the active login session. A shared plugin worker
rejects a second login terminal.

**Proposed behavior**

The browser reads and resumes the owner's active session. A worker
supports multiple login terminal routes under a process-wide ceiling.

**Reason and benefit**

Owners keep login progress after a reload. Two owners can log in through
one worker without removing the route limit.

**Breaking changes**

None. The change adds owner-scoped read routes and changes login
terminal concurrency.

## What Changed

- Replace the single worker login route with maps keyed by host route
and worker session identifiers.
- Add a process-wide login route ceiling and release each reserved slot
on every exit path.
- Add owner-scoped active-session reads with consistent negative
responses and private cache control.
- Keep the device-login prompt while the session has an active public
status.
- Add a durable setup-token cancel fallback for a lost in-memory
session.
- Resume active sessions when the agent configuration or onboarding
panel mounts.
- Remove routine unmount cancellation and keep explicit Cancel behavior.

## Verification

- `pnpm --filter @paperclip/server test` — server route, service, and
plugin-worker-manager suites.
- `pnpm --filter @paperclip/plugin-sdk test` — worker RPC host suite.
- `cd ui && npx vitest run
src/components/AgentConfigForm.render.test.tsx
src/components/OnboardingWizard.test.tsx`.
- `cd ui && npx tsc -b`.
- `tests/e2e/onboarding.spec.ts` — reload during login.
- CI must pass on this pull request.

## Risks

The change affects agent authentication and the sandbox-to-host
boundary. Route cleanup must release every reserved slot. Owner checks
must prevent cross-owner session access. Tests cover route cleanup,
owner scope, reload recovery, and concurrent worker routes.

## Model Used

Codex, OpenAI GPT-5, tool use and code review support. The
implementation author owns the exact model details for the code changes.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR with the relevant issue-template
fields
- [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
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 10:03:13 -07:00
Tonio a7ed22e3dd refactor(onboarding): reconcile the arc column's width comment with its width (#12875)
The shell carried two comments arguing opposite things: the older made the case for a 64px inset and said 40px was too wide, the newer made the case for the 40px the code uses. The older one had also drifted from the code independently - it described 68px sides and a 424px column while the file used --sz-64px, a 432px column.

One comment now: 40px sides, a 480px column, the measure the connect sequence is drawn to and which the arc shares. The earlier objection is kept and marked untested, with a note that if step 1 or step 3 reads loose the fix belongs in those steps' content rather than the shared shell.

Comment-only; no behaviour change.
2026-09-05 00:32:48 -07:00
Tonio f2349990cc feat(onboarding): the connect step's sign-in as one continuous sequence (#12863)
Picking a source starts the sign-in: the row collapses to the answer, the card opens where the credential link was, and the footer button walks Sign in -> Waiting for code -> Connecting before the step advances. Back unwinds it a beat at a time.

Nothing mounts to change layout - the card and the link are always rendered and their heights animate, with inert holding the a11y line - because a mount changes the page in one frame and no easing can smooth a step already taken.

Review fixes in the same branch: the displayed-code panel now reports its prompt upward (the OpenAI path could not leave the loading beat without it), the two-second hold is a cancellable beat rather than a dropped timer, unwinding a sequence that never opened a card no longer starts a login to cancel it, and the key field regains focus-on-open.
2026-09-04 17:48:16 -07:00
5b56d430e9 feat(ui): refine core navigation and task detail (#12854)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The main navigation and task detail view are core operator surfaces.
> - Several controls used different hover states, popover layouts, and
spacing rules.
> - Recent task actions also needed a compact menu and correct inbox
archive behavior.
> - These differences made the interface feel inconsistent and caused
some content to look crowded or clipped.
> - This pull request aligns these surfaces with the Paperclip design
tokens and current interaction patterns.
> - The benefit is a simpler and more consistent operator experience in
light and dark modes.

## Linked Issues or Issue Description

**What happened?**

Profile and organization popovers used inconsistent layouts. Navigation
controls used different hover and selected backgrounds. Task warnings
and the composer could crowd nearby content. Archiving a recent task
could also remove it from more than the inbox.

**Expected behavior**

Popover menus should use the same compact visual language. Navigation
controls should share readable hover and selected tokens. Task detail
content should keep consistent spacing. Archiving should hide a task
from the inbox while keeping it in the task list.

**Steps to reproduce**

1. Open the main sidebar in light or dark mode.
2. Open the profile and organization menus.
3. Hover navigation items, the organization trigger, the profile
trigger, and the feedback flag.
4. Open a task with a warning banner and a long thread.
5. Use the recent task overflow menu and archive a task.

**Paperclip version or commit**

Reproduced on `master` before this branch.

**Deployment mode**

Local dev (`pnpm dev`).

## What Changed

- Rebuilt the profile and organization popovers with compact token-based
layouts.
- Matched organization popover width and alignment to the profile
popover.
- Unified sidebar hover and selected states in light and dark modes.
- Added a recent task overflow menu with rename, archive, and pause or
restart actions.
- Kept archived tasks in the task list while removing them from the
inbox.
- Improved warning banner and composer spacing in task detail views.
- Added and updated focused UI tests for the changed behavior.

## Verification

- `pnpm check:token-gates` passed.
- `pnpm --filter @paperclipai/ui typecheck` passed.
- The seven affected UI test files passed with 216 tests.
- `pnpm --filter @paperclipai/ui build` passed.
- GitHub CI passed the full build, typecheck and release registry,
general test, serialized server, canary dry-run, and end-to-end
matrices.
- Greptile reviewed commit `6e296be85` at 5/5 with no outstanding
actionable findings.

## Risks

- Risk is limited to sidebar presentation, recent task actions, and task
detail layout.
- The recent task archive action now follows inbox-only archive
semantics.
- No database schema or public API contract changed.

> I checked [`ROADMAP.md`](ROADMAP.md). This pull request does not
duplicate planned core work.

## Model Used

- OpenAI Codex, GPT-5.6. The model used high reasoning, tool use, and
code execution. The context window size was not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 16:15:21 -07:00
Michael NguyenandPaperclip 77312ee2d9 feat(codex): add GPT-6 Astra support (#12851)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - The Codex local adapter supplies model metadata to the server and
the user interface.
> - OpenAI now lists `gpt-6-astra` as a supported Codex model.
> - Paperclip did not list this model or its model-specific controls.
> - This pull request adds the model through the existing adapter
metadata path.
> - The benefit is that agents and task overrides can use the exact
model ID and supported controls.

## Linked Issues or Issue Description

**Subsystem affected**

`packages/adapters` and `ui`

**Problem or motivation**

Paperclip does not expose `gpt-6-astra` in Codex model selectors.
Operators cannot select and save the model through the normal agent and
task forms.

**Proposed solution**

Register the exact model ID in the Codex local adapter. Use the adapter
as the source for the model-specific reasoning options. Preserve the
current default model. Forward the saved model, reasoning effort, and
fast-mode controls through both Codex execution lanes.

**Alternatives considered**

A user-interface-only model list would duplicate adapter metadata. A
model alias would not match the official model ID. Both options were
rejected.

**Roadmap alignment**

This is a small adapter compatibility update. It does not duplicate a
planned item in `ROADMAP.md`.

## What Changed

- Added `gpt-6-astra` to the Codex local adapter model registry and
fast-mode support list.
- Added the official Astra reasoning efforts: `low`, `medium`, `high`,
`xhigh`, `max`, and `ultra`.
- Used the adapter metadata in agent and task model selectors.
- Preserved supported effort choices when the model changes. Cleared an
effort only when the new model does not support it.
- Added tests for registration, user-interface selection, configuration
persistence, and CLI and ACP forwarding.

## Verification

- `pnpm exec vitest run packages/adapters/codex-local/src/index.test.ts
packages/adapters/codex-local/src/server/acp.test.ts
packages/adapters/codex-local/src/server/codex-args.test.ts
packages/adapters/codex-local/src/ui/build-config.test.ts
ui/src/lib/codex-reasoning-effort.test.ts
ui/src/components/AgentConfigForm.render.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/lib/issue-assignee-overrides.test.ts` passed 245 tests.
- `pnpm -r typecheck` passed.
- `pnpm check:token-gates` passed all four gates across 939 files.
- `pnpm --filter @paperclipai/ui build` passed and supplied isolated
user-interface build proof.
- `pnpm build` passed.
- `pnpm test:run` passed 5,812 tests and failed 24 workspace-runtime
tests in this isolated host. The failures use invalid generated ports
above 65,535, incomplete nested-worktree fixture configuration, or
`/tmp` path aliases. The focused tests for this change all pass. GitHub
CI must pass before review handoff.
- GitHub CI run `33918372718` passed all required checks and the
aggregate verify gate on exact head
`6ac6be2cee0a5996c82bdf674fcb7f46cb4c5fde`.
- Independent engineering review approved the exact remediation head
after 170/170 reviewer tests passed.
- Greptile reported 5/5 with no open review threads on exact head
`6ac6be2cee0a5996c82bdf674fcb7f46cb4c5fde`.
- The model ID and capabilities were checked against the [official
OpenAI Codex model list](https://developers.openai.com/codex/models).

## Risks

- Low risk. The change adds one model and model-specific selector
options. It does not change the default model.
- OpenAI can change model capabilities later. The adapter metadata must
stay aligned with the official Codex metadata.

> 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 ID `gpt-5.6-sol`, a 272,000-token context
window, reasoning, tool use, 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
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 11:50:04 -10:00
DottaandPaperclip bf95a7eae2 fix(ui): stabilize active-run steering queue (#12834)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue detail page shows a live agent run and accepts follow-up
instructions.
> - A follow-up must stay in a stable queue until the user sends,
reorders, or removes it.
> - Native runners can receive a steering event in the active run.
> - Legacy runners must interrupt the active run and start a follow-up
run.
> - The current UI moved comments between the queue and the transcript
and could show duplicate text or ambiguous chronology.
> - This pull request makes the queue projection durable, keeps each
message in one clear place, and labels when queued input was actually
steered or delivered.
> - The benefit is predictable steering with stable ordering, no
duplicate messages, and visible causal timing.

## Linked Issues or Issue Description

Refs #11374.
Refs #12591.

**What happened?**

During an active run, a new follow-up could first appear as a transcript
bubble and then move into the steering queue. After a steer or remove
action, it could appear again. Progress text could also repeat the final
response text. Once consumed, a queued bubble displayed only its
original submission time even though it moved to its later causal slot,
and a native run split by steering looked like two unrelated runs.

**Expected behavior**

An active-run follow-up must appear in the queue immediately. A native
steer must move it once into the active run. A legacy interrupt must
move it once into the follow-up run. A removed item must stay removed.
Progress text that is identical to the final response must appear once.
Consumed follow-ups must show both queue and steer/delivery times, and
post-steer native segments must identify themselves as continuations of
the same run.

**Steps to reproduce**

1. Start a long-running task.
2. Send two or more follow-up messages while the agent is active.
3. Reorder the messages and remove one message.
4. Send the first queued message as steering.
5. Observe the queue and transcript during and after both runs.

**Paperclip version or commit**

The problem reproduced on commit `da1e40302`.

**Deployment mode**

Local development with the embedded database.

## What Changed

- Project queued comments into the steering well for native and legacy
live runners.
- Send native steering to the active run and use interrupt-and-follow-up
for legacy runners.
- Keep optimistic queue order stable across refreshes and roll back
failed actions.
- Remove discarded comments from the transcript cache and keep them
removed when the queue becomes empty.
- Collapse only the final progress occurrence matching the durable
response, including across steered transcript segments.
- Show `Queued … · Steered …` for same-run input and `Queued … ·
Delivered …` for successor-run input at their causal positions.
- Label settled and live post-steer segments `Continued after steering`
and time them from the steer boundary.
- Add regression tests for queue display, steering, fallback interrupt,
reorder, remove, rollback, duplicate text, causal timestamps, and
live/settled continuation headers.

## Verification

- Ran the final focused steering/chronology UI suite with 233 passing
tests.
- Ran the activity-service regression suite with 5 passing tests.
- Ran the broader queue-focused UI suite with 298 passing tests before
the final chronology refinement.
- Ran `pnpm -r typecheck` successfully.
- Ran `pnpm build` successfully.
- Ran `pnpm check:token-gates` successfully.
- Tested native steering in a real browser with a 90-second baseline
wait and a three-second steering correction.
- Confirmed that the old final response did not appear before the
steered response.
- Tested three queued messages in a real browser.
- Confirmed that reorder changed delivery order and that the removed
message was never sent or shown again.
- Tested a legacy runner in a real browser.
- Confirmed that it used the interrupt fallback and showed the follow-up
once.
- Reloaded a saved mixed-steer/successor-run thread and confirmed the
causal timestamps and continuation header render in the correct
positions.
- The complete macOS suite reaches five unrelated platform assertions in
workspace-runtime tests. Two compare `/var` with `/private/var`. Three
require Linux `/proc` listener data. GitHub Actions provides the
authoritative Linux run.

## Risks

- Low risk. The change is limited to issue-chat queue projection and
transcript presentation.
- The server run-history API adds only a read-only `contextIssueId`
projection; the database schema does not change.
- Optimistic actions restore the prior UI state when a request fails.

## Model Used

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 12:54:00 -05:00
Dotta af3023f1e3 fix(runner): repair paid provider startup paths (#12769)
## Thinking Path

> - Paperclip manages AI agents that perform work.
> - Paperclip Runner connects durable task runs to local provider
processes.
> - The full-stack paid matrix exposed failures after the runner
integrity repair.
> - Verified JavaScript entrypoints lost their relative module graph
when Linux executed them through descriptor paths.
> - Returned provider startup errors also remained pending and became
indeterminate after recovery.
> - Sparse Codex tool lifecycle events lost the `write_document`
identity before task transcript projection.
> - This pull request repairs those three boundaries and makes the
structured-question fixture deterministic.
> - The benefit is repeatable provider startup, exact failure replay,
and correct inline Plan placement.

## Linked Issues or Issue Description

Refs #12721 and #12700.

**What happened?**

The paid runner matrix failed ACPX and OpenCode startup before provider
session creation. The runner journal then replaced the original startup
error with an indeterminate recovery result. Native Codex saved a Plan
but rendered it only as a fallback card. A legacy Claude waiting reply
could also echo the reserved terminal marker before the answer arrived.

**Expected behavior**

Verified JavaScript providers must start from immutable
descriptor-backed artifacts. Returned startup failures must persist as
terminal failed command results. Native tool lifecycle updates must
preserve the `write_document` boundary. Pre-answer fixture output must
not contain the reserved terminal marker.

**Steps to reproduce**

1. Run the local provider cells in the Runner Full-Stack E2E workflow.
2. Observe ACPX and OpenCode fail during `session.open` before provider
execution.
3. Observe recovery report `execution_indeterminate` instead of the
original startup error.
4. Run the native Codex Plan cell and observe the fallback Plan card
after the tool activity row.
5. Run the legacy Claude structured-question resume cell and observe an
early marker echo in waiting prose.

**Paperclip version or commit**

`0f9452101740835ce0b1488a204bf48acd5bafc3`

**Deployment mode**

Local development with the paid GitHub Actions acceptance workflow.

## What Changed

- Bundle the ACPX sidecar and OpenCode proxy as self-contained Node ESM
entrypoints before hashing and verified descriptor launch.
- Anchor ACPX dynamic provider package resolution at a
controller-derived provider-pack root and keep that root out of the
provider child environment.
- Persist executor-returned startup errors as redacted durable failed
command results while retaining indeterminate recovery for true process
death.
- Coalesce sparse native tool items by stable ID so a late
`write_document` name, input, and result reach the transcript boundary
once.
- Forbid the structured-question fixture from spelling or announcing its
reserved terminal marker before the user answers.

## Verification

- Rust and TypeScript regression tests cover durable failed replay, true
crash ambiguity, bundle closure, package-root derivation, environment
filtering, exact Codex tool lifecycle coalescing, and prompt
determinism.
- Local execution is intentionally limited to formatters and static diff
checks. GitHub Actions will run tests, type checks, builds, and security
checks.
- After ordinary CI is green, scoped paid cells will validate one ACPX
launch, one OpenCode launch, native Codex Plan projection, and legacy
Claude structured resume before a complete matrix rerun.
- Prior failing matrix:
https://github.com/paperclipai/paperclip/actions/runs/33682434315

## Risks

- Bundling changes the bytes covered by provider launch hashes.
Provider-pack generation already hashes the final built files.
- ACPX still loads qualified provider packages dynamically. The
controller supplies a normalized package root, while existing version,
digest, path, and descriptor checks remain active.
- Durable `failed` is terminal. Replays return the same redacted result
and do not execute the provider effect twice.

> 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 agentic reasoning, repository
inspection, code editing, Git, parallel subagents, and GitHub Actions
coordination. The exact deployed snapshot and context-window size are
not exposed to this task.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked related public work or described the bug in
this PR
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [ ] I have run tests locally and they pass (intentionally deferred to
GitHub Actions)
- [x] I have added or updated tests where applicable
- [x] No documentation change is required for this runtime repair
- [x] I have considered and documented the 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
2026-09-04 07:58:44 -05:00
Tonio b5f8623761 feat(onboarding): the API key field is the same card as the sign-in (#12820)
Flipping "Use API key instead" changed the shape of the connect step
rather than its content: #12801 redrew the sign-in as a borderless
12px-radius card with 44px rows, and the key field stayed a bordered
`rounded-md` box with a 28px control tucked to the right. Two visual
languages in one canvas, one toggle apart.

The field's own note already argued against exactly that — the two are
alternatives to one question and have to read as two answers, not two
kinds of thing. The reasoning held; only its target moved, and matching
by restating measurements is what let it drift.

It composes `OnboardingLoginCard` and the shared row input now, so there
is nothing left to keep in sync. The environment variable takes the slot
the sign-in cards use for their sentence, in mono, still answering what a
paster cannot answer for themselves: where this step will put the key.

Supporting changes: `instruction` widens to `ReactNode`, and the row
input's classes move to an exported `onboardingCardInputClass`.

The tests pin the sharing rather than the appearance — the two inputs
carry the byte-identical class string, and the key field's shell is the
same element the sign-in renders. Both fail against the old bordered box.
2026-09-04 00:00:39 -07:00
Michael NguyenandClaude Fable 5 2a5aa5e213 feat(ui): viewer=full document deep link opens the maximized side pane (#12812)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents ask humans for decisions through approval cards, and a chat
gateway plugin can forward those cards to Slack with an "Open task"
button
> - The button opens the bare task page; to read the document under
approval, the reviewer must click four more times (open the side pane,
open the Artifacts tab, open the artifact, maximize the pane)
> - Approvals are the highest-frequency human touchpoint, so each
removed click matters
> - This pull request adds a `viewer=full` option to the existing
`#document-<key>` deep link; the link now opens the target document and
maximizes the side pane
> - The benefit is one-click access from an external notification to a
full-size reading surface for the document under approval

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The issue page already supports `#document-<key>` deep links. They open
the document in the side pane, but at the pane's default width.

**Current behavior**

An external link cannot request the maximized (full-size) document view.
A reviewer who follows an approval notification must maximize the pane
by hand each time.

**Proposed behavior**

`#document-<key>&viewer=full` opens the document and maximizes the side
pane. Plan documents open in the Plan tab, maximized. Mobile keeps the
full-screen sheet. Unknown `viewer` values are ignored, so old links and
new links stay compatible in both directions.

**Reason and benefit**

Chat notifications about approvals can now land the reviewer directly on
a full-size view of the document they must read. This removes four
clicks from every approval review.

**Breaking changes**

None. The parameter is optional and additive. Links without it keep
today's behavior.

## What Changed

- `ui/src/lib/document-annotation-hash.ts`: parse and build an optional
`viewer=full` parameter in document hashes.
- `ui/src/lib/issue-document-deep-link.ts`: thread a `maximize` flag on
properties-pane routes; the continuation-summary route is unchanged.
- `ui/src/context/PanelContext.tsx`: add a one-shot panel maximize
request (`requestPanelMaximize` / `clearPanelMaximizeRequest`).
- `ui/src/components/PropertiesPanel.tsx`: the resizable panel host
consumes a pending request once it is visible and laid out, then clears
it.
- `ui/src/pages/IssueDetail.tsx`: request the maximize on the desktop
deep-link path only; mobile keeps the sheet.
- Tests for all of the above.

## Verification

- `cd ui && pnpm typecheck` — clean.
- `cd ui && pnpm vitest run src/lib/document-annotation-hash.test.ts
src/lib/issue-document-deep-link.test.ts
src/components/PropertiesPanel.test.tsx` — 31/31 green.
- New cases cover: `viewer` parse/build round trip, unknown values
ignored, maximize routing for document and plan tabs, a pending request
consumed on mount, and a request held while the panel is hidden.
- Manual check: open an issue with `#document-<key>&viewer=full` in the
URL; the pane opens on that document, maximized. Remove the parameter;
the pane opens at its normal width.

## Risks

- Low risk. The parameter is optional; no data, schema, or API changes.
- The maximize request lives in React context as a one-shot flag. It is
cleared on first consumption, so a stale request cannot re-maximize the
pane on later navigations.
- If a link carries `viewer=full` on a web build older than this change,
the parameter is ignored and the document still opens.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session
with extended thinking and tool use (file edits, shell, test runs).

## 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
- [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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-09-03 20:27:25 -10:00
Devin Foley c38b59484c fix(ui): remove the Account badge and version line from the account menu (#12818)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI has a sidebar account menu that opens from the user's
name in the lower left
> - The menu header shows an "Account"/"Local" badge and a "Paperclip
<sha>" (or "Paperclip v<version>") build line next to the user's
identity
> - These labels add noise to the header and repeat information that is
available elsewhere: the email line already shows the sign-in state, and
the opt-in "Server" debug section in the same menu shows the running
commit
> - This pull request removes the badge and the build line so the header
shows only the user's name and email
> - The benefit is a cleaner account menu that shows only identity
information

## Linked Issues or Issue Description

No existing issue. Related: #9637 (closed) added the source-sha
rendering that this PR removes from the menu header. Description follows
the enhancement template:

**What existing behavior does this improve?**

The sidebar account menu popover. Its header shows the user's name, an
"Account" or "Local" badge, the email, and a build identifier line
("Paperclip <short sha>" with branch/commit links for source builds, or
"Paperclip v<version>" for release builds).

**Current behavior**

The popover header mixes identity information with deployment and build
metadata. The badge and the version line take space and do not help
daily use.

**Proposed behavior**

The popover header shows only the user's name and email. Build
information stays available in the "Server" section at the bottom of the
same menu when the server-info debug view is enabled in experimental
instance settings.

**Reason and benefit**

Less visual noise in a menu that users open often. No information is
lost: sign-in state is clear from the email line, and the running commit
remains visible through the server-info debug view.

**Breaking changes**

None. The `SidebarAccountMenu` components no longer accept the
`serverGit` and `version` props; both call sites in the two `Layout`
variants are updated in this PR.

## What Changed

- `ui/src/components/SidebarAccountMenu.tsx` and
`SidebarAccountMenu.production.tsx`: remove the "Account"/"Local" badge
and the full version block (source-build branch/commit links and the
release-version fallback); drop the now-unused `serverGit`/`version`
props, the sha-parsing helper, and the `Badge` import
- `ui/src/components/Layout.tsx` and `Layout.production.tsx`: stop
passing the removed props at all four call sites
- `ui/src/components/SidebarAccountMenu.test.tsx`: delete the
source-build sha test; the sign-out test now pins that the popover
contains neither "Account" nor "Paperclip v"
- `ui/storybook/stories/navigation-layout.stories.tsx`: stop passing the
removed `version` prop in the account-menu story

## Verification

- `pnpm vitest run ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/Layout.test.tsx` — 36 tests pass
- `tsc --noEmit` for the `ui` package passes
- Manual: open the app, click your name in the lower left. The popover
header shows only name and email.

## Risks

- Low risk. UI-only removal with no data or API changes.
- Users who relied on the header sha to identify a source build must
enable the experimental server-info debug view to see the running commit
in the same menu.

> 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, model ID `claude-fable-5`,
extended thinking enabled, via Claude Code CLI with tool use (file edit,
shell, test runner)

## 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
2026-09-03 23:26:08 -07:00
Tonio 1a74719309 feat(onboarding): the connect step signs in from its own button (#12801)
Connect starts the sign-in; the card that appears is the sign-in rather
than an offer of one; success advances to Review rather than reporting
itself. The two logins end in different places and the button says which:
Claude submits a code back here, so it spins on "Connecting"; OpenAI
finishes in another tab, so it stays a still, disabled Next until the
poll lands.

AdapterLoginPanel grows autoStart / onCancel / onConnected / chrome
rather than a second implementation — the session start, both polls, the
server deadline, the one-shot completion read and the unmount release are
the parts onboarding needs unchanged. Every prop is off by default, so
the agent form and the new-agent page render what they did before.

Claude's code auto-submits on the paste, not on every change:
isValidBrowserCode accepts any printable ASCII from one character up, so
a value-driven submit fired on the first keystroke of anyone who typed.

Also orders the OpenAI card and the settings displayed-code panel
code-above-link, with the instruction worded to match, and releases the
displayed-code session on unmount so an abandoned login stops holding the
one-per-owner reservation.
2026-09-03 21:45:45 -07:00
Tonio 9ef3b087c1 feat(onboarding): round-4 corrections to the connect and agent steps (#12796)
Reads the connect and agent steps from the design's own values through the
Figma MCP rather than measuring an export, which corrected the arc column
inset (433px content, 64px inset — `--sz-68px` goes with the mismeasurement
it was minted for) and restored the selected tile's border alongside its
fill.

Round-4 items: sources named for the provider you sign in with, OpenAI's
mark inlined so it can take `currentColor` on a light tile, monochrome
autofill via `box-shadow` (Chrome ignores `background-color`), and the
agent step's placeholder.

Also wires `MODEL_SOURCE_NAMES`, which was added for the rename and never
read — the tiles kept passing the display registry's label, so the step
still showed "Claude Code" and "Codex" under a heading asking which
provider you are signing in to. Covered by a test that fails on the
unwired version.
2026-09-03 20:52:31 -07:00
DottaandPaperclip f449b05bc5 feat(apps): unify permissions and action testing (#12802)
## Thinking Path

> - Paperclip is the control plane for companies that use AI agents.
> - Apps give humans and agents controlled access to external services.
> - The existing app detail flow split permissions, tests, setup, and
activity across separate pages.
> - The split made access rules harder to understand and made reconnect
work hard to find.
> - New write actions also defaulted to Ask first, which did not match
the intended connection policy.
> - This pull request combines permission control and action testing,
removes the setup page, and moves connection activity into Audit.
> - The benefit is one clear place to configure, test, reconnect, and
review each app.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The installed app Permissions, Test, Setup, and Activity views.

**Subsystem affected**

Cross-cutting. This change updates the React UI, shared app defaults,
server permission behavior, tests, smoke scripts, and connection
documentation.

**Current behavior**

App access and action testing use separate pages. The app detail view
also links to a setup page after installation. Connection activity uses
a separate tab. New write actions default to Ask first.

**Proposed behavior**

Permissions uses the connection access language from the initial flow.
It includes searchable Read and Write sections, a three-state permission
control, and a Test dialog for each action. Reconnect appears below a
Needs attention header on Permissions and Review. Old Setup and Test
links redirect to Permissions. Old Activity links redirect to the
filtered company Audit feed. New write actions default to Allowed.

**Reason and benefit**

A person can understand and test app access without moving between
several pages. Reconnect work stays visible where the person reviews the
connection. Audit events use one consistent feed and filter model. New
connections have the intended default policy.

**Breaking changes**

The Setup, Test, and app Activity tabs are removed. Existing deep links
redirect to their replacement pages. Existing saved action permissions
do not change. Only defaults for new write actions change.

**Additional context**

This builds on the managed app connection work in #12728. A search found
no duplicate open pull request or issue.

## What Changed

- Combined action testing with Permissions.
- Added searchable Read and Write action groups.
- Added Off, Ask first, and Allowed controls with tooltips.
- Added an action Test dialog with agent selection, arguments, and
formatted results.
- Removed the installed-app Setup and Activity tabs.
- Added reconnect guidance to Permissions and Review when a connection
needs attention.
- Routed connection activity into the company Audit feed and preserved
the Apps & tools filter in streamlined Audit.
- Moved connection removal to the Connectors-page management menu.
- Made new write actions default to Allowed across connection creation
paths.
- Updated regression tests, browser suites, smoke scripts, and
connection documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/components/AppConnectionSidebar.test.tsx
ui/src/pages/apps/AppDetail.test.tsx
ui/src/pages/apps/AppNotConnected.test.tsx
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/pages/apps/Connections.test.tsx
ui/src/pages/apps/composio-services.test.ts
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed)
- `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx
ui/src/pages/audit/AuditHub.test.tsx
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx`
(96 tests passed)
- Targeted Playwright verification for connection removal, rename on
Permissions, inline action testing, and Smoke Lab Audit evidence (5
flows passed)
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,755 passing tests and 20 unrelated
macOS harness failures. The failures use `/tmp` versus `/private/tmp`,
invalid ports above 65535, and workspace fixtures outside this change.

## Risks

- Low migration risk. This change has no database migration.
- Old app-detail URLs depend on redirect compatibility.
- New connections grant write actions by default. Finalization remains
configure-authorized and audited, Ask first and Off remain available per
action, and existing connections keep their saved policy.

> 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`. The client does not expose the
context-window size. The model used reasoning, repository tools, code
execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 21:23:26 -05:00
Devin Foley 446577d174 fix(ui): honor PAPERCLIP_HIDDEN_SETTINGS in the production switcher menu (#12788)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators control which settings surfaces appear via the
`PAPERCLIP_HIDDEN_SETTINGS` env var (keys like `company.invites`,
`company.members`)
> - The sidebar organization switcher has an "Invite people" shortcut
that points at the company Invites surface
> - The streamlined switcher menu already hides that shortcut when the
Invites/Members surface is hidden, but the production-shell menu
(rendered when the streamlined UI is disabled) renders the invite row
unconditionally
> - So an operator that hides the Invites surface still sees the
shortcut in the production shell — the hide is not fully honored
> - This pull request gates the production menu's invite shortcut on the
same hide keys, so `PAPERCLIP_HIDDEN_SETTINGS` controls it in both
shells
> - The benefit is one consistent, per-deployment knob: a hoster that
wants the shortcut gone (e.g. Paperclip Cloud, whose managed stacks set
`company.invites`) drops it by setting the env var, and every other
hoster keeps it by leaving the key unset

## Linked Issues or Issue Description

No existing issue. Description follows the enhancement template:

**What existing behavior does this improve?**
`PAPERCLIP_HIDDEN_SETTINGS` coverage for the organization switcher's
"Invite people" shortcut in the production shell.

**Subsystem affected**
UI — `ui/src/components/SidebarCompanyMenu.production.tsx`.

**Current behavior**
The streamlined switcher menu hides the "Invite people" shortcut when
`company.invites` or `company.members` is hidden. The production-shell
menu renders the invite row unconditionally, so the hide keys have no
effect there.

**Proposed behavior**
The production menu computes `showInvitePeople` from the same hide keys
and gates the invite row on it. With no hidden settings (the default)
the shortcut still shows; hiding either surface removes it in both
shells.

**Reason and benefit**
This is the per-deployment knob operators already use for the Invites
surface. Making the production shell honor it gives one consistent
mechanism: Paperclip Cloud drops the shortcut on its managed stacks
(which set `company.invites`, because the managed invite accept flow is
being overhauled), while other hosters keep it by leaving the key unset
— no cloud-specific branching in the app.

**Breaking changes**
None. Default behavior (no hidden settings) is unchanged; this only
makes an existing env var take effect where it previously did not.

## What Changed

- `SidebarCompanyMenu.production.tsx` imports `useHiddenSettings` +
`hidesCompanyPage`, computes `showInvitePeople` exactly as the
streamlined menu does, and renders the invite row only when it is true.
- Tests: the production shell shows the shortcut by default and hides it
when `company.invites` is hidden.
- The streamlined menu is unchanged (it already honored the keys).

## Verification

- `cd ui && npx vitest run src/components/SidebarCompanyMenu.test.tsx` —
20 tests pass.
- `cd ui && npx tsc -p tsconfig.json --noEmit` — clean.
- Manual: with `PAPERCLIP_HIDDEN_SETTINGS=company.invites`, the
switcher's "Invite people" row is absent in both the streamlined and
production shells; with the key unset it is present in both.

## Risks

Low risk. UI-only visibility change; default (no hidden settings) is
unchanged, and it only extends an existing, documented env var to a
shell that was missing it.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic), extended thinking, agentic
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)
- [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
2026-09-03 17:39:56 -07:00
871f7d1124 fix(ui): polish core navigation and task layout (#12793)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the main navigation, contextual navigation, and task
chat throughout the product.
> - The recent core UI refactor left uneven spacing and inconsistent
navigation styles.
> - The Apps label also did not match the Connectors product language.
> - The account area did not provide a clear direct path for feedback.
> - This pull request aligns these related core UI surfaces and
preserves their existing behavior.
> - The benefit is a more consistent interface with clearer navigation
and balanced task-chat layout.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the core sidebar, Settings navigation, Connectors catalog,
task-chat layout, and account controls.

**Subsystem affected**

`ui/` — React and Vite board UI.

**Current behavior**

The task chat had uneven edge treatment. Settings used a separate
contextual-navigation style. Apps used inconsistent product labels. The
account footer did not expose a direct feedback control.

**Proposed behavior**

The task chat keeps balanced content padding while its scrollbar sits at
the properties boundary. Settings replaces the primary sidebar with a
matching navigation surface and a Back to app link. Apps uses Connectors
and Browse labels. The account footer provides a dedicated feedback icon
with a tooltip.

**Reason and benefit**

These changes make related navigation and layout patterns predictable.
They reduce duplicate labels and improve access to feedback.

**Breaking changes**

None. Routes, APIs, and stored data do not change.

## What Changed

- Balanced the task-chat content gutter and moved its scrollbar to the
properties-panel boundary.
- Reworked Settings navigation to replace the main sidebar and use the
shared primary-sidebar style.
- Added a Back to app navigation item to Settings.
- Renamed Apps to Connectors in the main navigation and added the
`Unplug` icon.
- Renamed the Connectors contextual item to Browse.
- Added the Connectors top-level header and aligned the search field
with the connector cards.
- Added account-footer hover states and a direct feedback flag with a
Share feedback tooltip.
- Removed the duplicate Feedback item from the account popover.
- Added regression coverage for each changed UI surface.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AppsSidebar.test.tsx
src/components/CompanySettingsSidebar.test.tsx
src/components/Layout.test.tsx src/components/Sidebar.test.tsx
src/components/SidebarAccountMenu.test.tsx
src/components/task-chat/TaskMessageScroller.test.tsx
src/pages/apps/Browse.test.tsx` — 90 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed.
- `pnpm check:token-gates` — passed.
- `git diff --check origin/master...HEAD` — passed.
- `env PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome PAPERCLIP_E2E_PORT=3201 pnpm
exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/apps-dark-mode-shots.spec.ts
tests/e2e/sidebar-takeover.spec.ts` — 10 tests passed.
- The full workspace typecheck and build reached the Rust runner and
stopped because `cargo` is not installed on this machine.
- The full test suite exposed unrelated server and workspace-runtime
failures and was stopped after the affected suites completed. No changed
UI test failed.
- Manually verified the changed Settings, Connectors, task-chat, and
account-menu surfaces in the running app.

## Risks

- Low risk. The change affects layout and navigation presentation only.
- The Settings sidebar now replaces the main sidebar by design. Users
must use Back to app to return to the application navigation.
- The task scrollbar offset depends on the existing responsive page
gutters. Regression tests cover both narrow and desktop spacing.

> 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-5.6-sol`, extended reasoning with tool use and code
execution. The host does not expose the context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 15:35:39 -07:00
Devin Foley 2392a9895e fix(ui): drop the "Open invite" action from the invites section (#12787)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Members page has an Invites tab where an admin mints single-use
invite links for people
> - After a link is created, the section offers two actions: "Copy link"
and "Open invite"
> - "Open invite" opens the inviter's own single-use link in a new tab,
which is never what the inviter means — the link is for the invitee
> - This pull request removes the "Open invite" button and keeps "Copy
link" as the only action
> - The benefit is that the section no longer invites a mistake, and the
one remaining action matches the section's purpose

## Linked Issues or Issue Description

No existing issue. Description follows the enhancement template:

**What existing behavior does this improve?**
The latest-invite panel on the Members page Invites tab.

**Subsystem affected**
UI — `ui/src/components/access/InvitesSection.tsx`.

**Current behavior**
After an invite is created, the panel shows a "Copy link" button and an
"Open invite" button. "Open invite" opens the invite URL in a new tab as
the inviter.

**Proposed behavior**
The panel shows only "Copy link". The invite URL field itself stays
visible and selectable.

**Reason and benefit**
Invite links are single-use and addressed to the invitee. The inviter
opening their own link at best shows them their own landing page and at
worst walks the link toward consumption. Removing the button removes the
trap.

**Breaking changes**
None. No API or data change.

## What Changed

- Removed the "Open invite" anchor button from `InvitesSection`.
- Removed the now-unused `ExternalLink` icon import.
- The component test now asserts the action is absent.

## Verification

- `cd ui && npx vitest run
src/components/access/InvitesSection.test.tsx` — 3 tests pass.
- `cd ui && npx tsc -p tsconfig.json --noEmit` — clean.
- Manual: create an invite on the Members page Invites tab; the
latest-invite panel shows the URL field and "Copy link" only.

## Risks

Low risk. UI-only removal of one button; the invite URL remains fully
visible and copyable.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic), extended thinking, agentic
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)
- [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
2026-09-03 15:02:27 -07:00
scotttong 4d30efa8e3 feat(ui): refine streamlined task experience (#12748) 2026-09-03 00:28:02 -07:00
scotttong b1f4910ee5 feat(ui): refine streamlined workspace surfaces (#12747) 2026-09-02 23:55:55 -07:00
scotttong 597fd63b61 feat(ui): add streamlined navigation foundation (#12746) 2026-09-02 23:55:43 -07:00
DottaandPaperclip 8c89340444 fix(onboarding): preserve draft through company refetch (#12735)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Onboarding creates an organization in the browser.
> - The browser keeps onboarding drafts for the same origin.
> - A new data directory does not clear that browser data.
> - The organization create request refreshes the company list.
> - The old gate unmounted the live wizard during that refresh.
> - This pull request keeps the wizard mounted after its first draft
check.
> - The customer can continue to the agent step after the organization
is created.

## Linked Issues or Issue Description

No matching public issue was found. Related earlier fix: Refs #12667.

**What happened?**

A local canary install could create an organization through the API and
then return the browser to an empty organization-name screen.

**Expected behavior**

The wizard must continue to the agent step after it creates the
organization.

**Steps to reproduce**

1. Keep a Paperclip onboarding draft in the browser.
2. Run npx paperclipai@canary onboard with a new data directory.
3. Open /onboarding.
4. Enter an organization name and select Continue.

**Paperclip version or commit**

2026.902.0-canary.7. The fix is based on current master.

**Deployment mode**

Local trusted mode through the Paperclip CLI.

**Install method**

npx package install.

**Agent adapter(s) involved**

Not adapter-specific.

**Database mode**

Embedded PostgreSQL.

## What Changed

- Keep the onboarding wizard mounted after its first successful draft
ownership check.
- Keep a failed ownership check retryable, so a later verified fetch
restores the saved draft.
- Add component, source E2E, and published-canary coverage for the
retained-draft refetch case.

## Verification

- Confirmed that the new canary scenario fails against
2026.902.0-canary.7 before this fix.
- pnpm exec vitest run ui/src/components/OnboardingWizard.test.tsx
- PAPERCLIP_E2E_PORT=3245 pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/onboarding.spec.ts
--reporter=line
- pnpm --filter @paperclipai/ui typecheck
- pnpm check:token-gates

## Risks

Low risk. The initial ownership check still waits for a fresh company
list. A later successful retry can restore a retained draft. Later
background refetches preserve live wizard state.

## Model Used

OpenAI Codex, GPT-5. Reasoning, tool use, code editing, terminal
execution, and browser testing were used. The execution environment does
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 described the issue in-PR following the bug issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 16:50:15 -05:00
Dotta 0f94521017 fix(runner): restore local session and task integrity (#12721)
## Thinking Path

> - Paperclip is the control plane for agents that perform work.
> - Paperclip Runner connects durable provider sessions to individual
task runs through PRP.
> - Provider continuity and per-run authority are different lifetimes.
> - The existing implementation mixed those lifetimes and lost event
metadata between provider frames, runnerd, persistence, API
sanitization, and the task thread.
> - That caused failed continuation, missing progress and Plans,
duplicate replies, hidden failures, and unsafe recovery.
> - This repair gives every heartbeat fresh authority, preserves
qualified provider-session continuity, and restores one lossless
presentation path without changing direct adapters.

## Linked Issues or Issue Description

**What happened?**

A second native heartbeat could reuse tickets, leases, command receipts,
sequence state, and run identity from the first heartbeat. Provider
phase and item identity could be lost before the UI read them. Redaction
could corrupt protocol discriminators while still missing malformed
credential tails. The task thread could fold progress into the final
response, hide failures, or show more than one final answer. Native
Codex also exposed approval modes that do not yet have a durable
approval bridge.

**Expected behavior**

Each heartbeat uses a new PRP authority epoch. Codex and OpenCode
preserve exact qualified provider sessions; ACPX emits an explicit
continuity event when its qualified process-replacement policy is used.
Every accepted provider event is presented, classified as internal, or
surfaced as unsupported. The task page shows chronological progress,
reasoning summaries, activity, Plans, interactions, terminal failures,
and exactly one final reply. Direct adapters retain their existing path.

**Steps to reproduce**

1. Enable the unified experimental Paperclip Runner setting.
2. Create a local native Codex, OpenCode, ACPX Claude, or ACPX Codex
agent.
3. Run response, Plan, structured-question/resume, restart,
cancellation, and failure scenarios.
4. Reload the task while active, waiting, failed, and settled.
5. On the old implementation, observe stale run authority, missing
classifications, incomplete output, or duplicated/folded replies.

**Paperclip version or commit**

The repair is based directly on `master` at
`87d05e194b643810d16d20612115acd01d735d43`.

**Deployment mode**

Local development with the embedded database.

Related work: Refs #12616, #12646, #12666, #12685, and #12700.

## What Changed

- Rotates PRP control-plane, outbox, ticket, lease, command, receipt,
and sequence authority for each heartbeat while carrying forward only a
validated provider-session identity.
- Reads `control-plane-state.json`, validates both durable schemas and
lifecycle values, resumes coherent current runs, archives qualified
settled authority, and quarantines malformed or mismatched scoped state
without moving ambiguous live legacy state.
- Preserves Codex provider phase and stable item identities so
commentary remains progress and only `final_answer` becomes final.
- Adds raw OpenCode HTTP/SSE boundary coverage and canonical reasoning
lifecycle mapping.
- Makes ACPX normalization lossless for visible reasoning, tool
lifecycle metadata, stable bounded identities, Plan revisions,
structured requests, failures, and qualified process replacement. Only
the compatible terminal assistant message is promoted as final.
- Applies schema-aware redaction before generic JWT-shaped detection and
scans every diagnostic string leaf. Malformed raw/escaped quoted
credential tails are redacted in both server and durable Rust state.
- Restores snapshot-style chronological task presentation, expandable
tool activity, inline Plan cards, visible waiting/resume/cancel/failure
states, and exactly one final answer.
- Makes `never` the only qualified native Codex permission mode and
rejects unsupported persisted native modes with remediation. OpenCode
and ACPX policies remain intact.
- Keeps the unified experimental Runner setting as the only enablement
flag. Onboarding and direct Codex, Claude, and OpenCode stay on their
legacy execution/finalization paths.
- Adds cross-language goldens, authority/recovery/fault coverage, exact
response/count assertions, and native plus legacy acceptance scenarios.

## Verification

- Pull-request GitHub Actions run Rust formatting/tests, TypeScript
checks, server/UI tests, builds, protocol drift checks, browser E2E, and
security scans.
- A separate workflow-only validation ref is pinned directly on this PR
head and runs the 35-cell paid local matrix: three core scenarios plus
structured-question resume and restart/resume for native Codex, native
OpenCode, ACPX Claude, ACPX Codex, and direct Codex/Claude/OpenCode.
Run: https://github.com/paperclipai/paperclip/actions/runs/33682434315
- Acceptance requires exact single visible replies, monotonic sequences,
matching envelope discriminators, one semantic terminal, one run
terminal, no unresolved interaction, no duplicate mutation, no secret
leakage, provider continuity, and zero native rows for direct adapters.
- Per maintainer direction, tests are running in GitHub Actions rather
than on the slower local host. Only formatters and static diff checks
were run locally.

## Risks

- Recovery from old or partial filesystem state is sensitive. The repair
fails closed, preserves active or unverifiable authority, and
quarantines only state whose scoped ownership is safe to move.
- Provider event formats can change. Closed validators and boundary
goldens turn new or malformed events into visible diagnostics instead of
silent drops.
- Shared task presentation could affect direct adapters. Runtime-fact
gating plus the direct-adapter matrix protect the existing path.
- Managed and remote providers are not qualified here. Shared code
continues to compile and fail safely, but live qualification is
deferred.

> 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. The exact deployed snapshot and
context-window size are not exposed to this task. It used agentic
reasoning, repository inspection, code editing, Git, parallel subagents,
and GitHub Actions.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass (intentionally deferred to
GitHub Actions)
- [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 risks above
- [ ] All Paperclip CI gates are green
- [ ] The paid local-provider matrix is 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
2026-09-02 16:11:26 -05:00
DottaandPaperclip 87d05e194b feat(work-products): add rich cards and run artifact inventory (#12717)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies.
> - Agent outputs must remain visible after a run and easy to inspect
from a task.
> - The thread and artifact inventory need one consistent rich-card
vocabulary.
> - Run uploads also need durable artifact registration and
producing-run context.
> - Reviewers need deterministic examples for each rich-card kind and
state.
> - This pull request adds the shared presentation, registration,
inventory, and Storybook review coverage.
> - The benefit is a complete output path that reviewers can inspect
without seeded data.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves work-product presentation in task threads and the
task Artifacts tab.

**Subsystem affected**

The change affects shared work-product contracts, the runner diff path,
server attachment and work-product services, GitHub metadata refresh,
the React board UI, and Storybook.

**Current behavior**

The thread used generic cards. Some files uploaded by a run existed only
as message attachments. The Artifacts tab showed a flat list without run
context or filters. Storybook showed only one resting card per kind.

**Proposed behavior**

The thread uses rich cards for supported work-product types. Each
run-produced file registers one attachment-backed artifact work product.
The Artifacts tab groups outputs by run and supports filters. Storybook
shows every kind and requested state, PR lifecycle states, stats
variants, truncation, mobile layout, and message-tail media.

**Reason and benefit**

Users can identify outputs quickly. Reviewers can inspect all card
permutations without creating task data.

**Breaking changes**

None. The metadata fields and automatic artifact registration are
additive. Existing attachments and work products keep their current
behavior.

## What Changed

- Added a shared rich work-product card with kind-specific content and a
compact inventory variant.
- Added pull-request and commit diff metadata plus bounded GitHub state
refresh.
- Added media strips and typed file chips to message-tail attachments.
- Registered each run-produced attachment as an artifact work product in
the same server transaction.
- Grouped task artifacts by run with agent and timestamp headings.
- Added type and run filters, image thumbnails, compact cards, and a
company Artifacts link.
- Added a Storybook kind-by-state matrix with stats variants for all
eight visual kinds.
- Added PR open, draft, merged, and closed examples, long-title
truncation, an exact 375-pixel viewport, and message-tail overflow
coverage.
- Closed reconciled runtime work products when the linked runtime stops
or disappears, so the card shows `Stopped` instead of `Unhealthy`.

### Screenshots

Before: one resting card per kind.

![Previous rich-card
inventory](https://pages.paperclip.ing/rich-work-product-storybook-20260902/before-inventory.png)

After: the kind and state matrix.

![Rich-card kind and state
matrix](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-kind-state-matrix.png)

After: message-tail media at 375 pixels.

![Message-tail thumbnails and typed
chips](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-message-tail.png)

[Open the Storybook evidence
viewer](https://pages.paperclip.ing/rich-work-product-storybook-20260902/).

The earlier artifact inventory comparison remains available in the
[artifact inventory
viewer](https://pages.paperclip.ing/rich-artifacts-inventory-proof-20260902/).

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passed.
- `pnpm check:token-gates` passed.
- `pnpm build-storybook` passed.
- `pnpm exec vitest run
server/src/__tests__/work-product-runtime-reconciliation.test.ts` passed
with 5 tests.
- Chromium visual checks passed at desktop and 375-pixel widths.
- All 30 latest-head GitHub checks passed. One unrelated annotation test
was flaky and passed on its single retry.
- Greptile passed at 5/5 with zero unresolved threads.

## Risks

- Low risk. The Storybook change adds review fixtures only. The runtime
fix changes read-time reconciliation without database writes.
- The matrix is intentionally large so every permutation stays visible
in one review surface.

> I checked `ROADMAP.md`. This work does not duplicate planned core
work.

## Model Used

- OpenAI Codex with GPT-5 and GPT-5.6-sol across this pull request.
Reasoning, tool use, and code execution were enabled. The context-window
size is not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 15:27:54 -05:00
TonioandClaude Fable 5 141c5b1340 feat(onboarding): Figma pass over the tenant arc (#12726)
Takes the four tenant onboarding steps to the design, and makes the model
choice explicit.

**Nothing is preselected on the connect step.** It arrived with a source
already chosen, which made the row read as a confirmation rather than a
question and let a customer pass the step having touched none of it. The
step now opens unanswered and cannot advance until a source is selected in
the visible row.

Two defects fell out of that, both found by Greptile in review:

- A saved draft can name an adapter the row does not show — one the registry
  dropped, or one in the advanced list. The gate asked `sourcePicked`, which
  only means "a draft named something", so Next stayed live on a step that
  had visibly asked nothing and would hire against the hidden name. It now
  asks `sourceSelected`, read off the visible row, and the snap that replaces
  an unofferable adapter clears the pick rather than presenting its
  replacement as chosen.
- Cmd+Enter bypassed that gate entirely, because the condition was written
  out twice and drifted. Both paths now ask one predicate.

Also: selection is a fill rather than a border; the input canvas opens only
for a chosen source; the close control is gone from every step (nothing
downstream of the connect step works until a model is connected); the arc
draws to the design's 424px column with a filled 44px name field; the CTA
reads "Next" through the arc and "Get started" at the end; the login spinner
reads "Preparing..."; the OAuth panels number their fields and show the URL
above the code.

Storybook: the arc stories waited for a button named "Connect" and had been
silently rendering the wrong step since the CTA was renamed. They now wait on
the destination heading. Three e2e specs had the same fault and now select a
source before advancing.

One test was removed rather than replaced — `hydrates again when the same
company comes back through onboarding` drove the close control, and three
substitutes each passed against a wizard with the behaviour deleted. The
reason is recorded where it stood.

Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for
"create a new organization", and with no exit an existing user who changes
their mind is trapped.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-09-02 12:19:15 -07:00
DottaandPaperclip 8c3b8c432a Simplify app connections and enable managed Google access (#12728)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps subsystem gives humans and agents governed access to
external tools.
> - The current connection flow hides Apps behind an experimental gate
and repeats setup text.
> - Google sharing choices and generic MCP permissions do not use one
consistent opening model.
> - Self-hosted installs also need a safe default origin for managed
OAuth without a manual config file.
> - This pull request makes Apps available, simplifies connection setup,
and applies one governed permissions model.
> - The benefit is a shorter connection flow that works on a clean
self-hosted install.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps connection setup flow, managed Google connection
flow, generic MCP connection flow, navigation, and runtime origin
discovery.

**Subsystem affected**

Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`,
connector documentation, and browser tests.

**Current behavior**

Apps require an experimental switch. Setup pages repeat titles and
explanatory copy. Connection names require manual input. Google
credential sharing does not always offer both personal and organization
access. Generic MCP providers do not start with the same permission
choices. Managed OAuth needs a public URL setting even when the request
already has a safe HTTPS origin.

**Proposed behavior**

Apps are available by default. Setup asks only for required permissions
and sharing choices. Paperclip creates conflict-free connection names.
Google apps and generic MCP providers use the same human and agent
access model. Managed OAuth derives a validated same-origin HTTPS URL
when no explicit public URL is set.

**Reason and benefit**

A clean self-hosted install can connect a managed Google app without
hidden setup. Humans can share a service account with their
organization. The shorter flow reduces duplicated choices and setup
errors.

**Breaking changes**

The Apps experimental switch is removed. Existing connection APIs remain
compatible. New connections can receive a numeric suffix when a name
already exists.

No duplicate or related public issue was found.

## What Changed

- Removed the Apps experimental gate and the breadcrumb that leaves the
Apps section.
- Simplified all connection setup pages and moved optional provider
requirements into one small link.
- Added consistent human and agent access choices for Google apps,
Zapier, and generic MCP connections.
- Added organization sharing to Google Workspace credentials while
keeping personal access available.
- Generated connection names automatically and resolved name conflicts
with numeric suffixes.
- Derived a validated public HTTPS origin from the request for
config-free managed OAuth.
- Updated connector contracts, tests, browser coverage, and authoring
documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts` (273 passed)
- Targeted UI/service regression suite (308 passed)
- Six targeted Playwright connection journeys on a fresh onboarding
instance (6 passed)
- Fresh-install browser proof through Tailscale HTTPS: enrolled with
Paperclip Cloud, connected managed Google Drive, and completed a real
read operation.
- [Exact-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/33669760711):
all 23 matrix jobs passed, including build, typecheck, server,
serialized, canary, and all browser shards.
- Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no
unresolved review threads.

## Risks

Apps are now visible to all operators. The removed experimental flag no
longer hides unfinished app definitions. Managed Google availability
still depends on the Cloud profile rollout and active instance
enrollment. Automatic conflict handling changes only the display name of
a newly conflicting connection.

> I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are
shipped. Connected Apps is planned, and this change improves the
existing shipped connection flow.

## Model Used

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 14:05:53 -05:00
DottaandPaperclip 109d81db4f Add task workspace picker to properties pane (#12693)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task properties pane lets an operator change the settings for
one task.
> - The pane did not let an operator select the execution workspace for
the next run.
> - The existing workspace card had selection rules that another control
could copy by mistake.
> - This pull request adds one shared selection module and one compact
property picker.
> - The picker keeps the current workspace active until the next run.
> - The benefit is a clear workspace choice in the task properties pane
without an API change.

## Linked Issues or Issue Description

**Subsystem affected**

ui/ — React + Vite board UI

**Problem or motivation**

An operator cannot set the execution workspace from the new task
properties pane. The existing task workspace card also owns selection
rules that a second control could copy and change over time.

**Proposed solution**

Add a compact workspace property picker. Put the shared selection and
update rules in one UI module. Show the picker only when isolated
workspaces and the project workspace policy are enabled.

**Alternatives considered**

The existing workspace card could remain the only control. This would
leave the new task interface incomplete. The picker could also copy the
card logic, but that would create two sources of truth.

**Roadmap alignment**

This is a small UI improvement for existing workspace controls. It does
not duplicate a planned item in `ROADMAP.md`.

Related workspace work: Refs #12682. That pull request changes runner
recovery and other workspace controls. It does not add this task
property picker.

## What Changed

- Added shared helpers for the current workspace selection and its issue
update payload.
- Updated the existing workspace card to use the shared helpers without
changing its project-default behavior.
- Added a gated workspace property picker with mode and workspace search
steps.
- Added unit and component tests for visibility, selection payloads,
search, and workspace reuse.
- Rebased onto the upstream native-run teardown fix so CI drains
background heartbeat writes before PostgreSQL cleanup.

## Verification

- `NODE_ENV=test pnpm --filter @paperclipai/ui exec vitest run
src/lib/issue-workspace-selection.test.ts
src/components/IssueProperties.test.tsx
src/components/RoutineRunVariablesDialog.test.tsx` — 74 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `NODE_ENV=test pnpm --filter @paperclipai/server exec vitest run
src/services/native-runtime/native-question-bridge.test.ts` — 8 tests
passed on the rebased head. The upstream teardown drain prevents the
prior PostgreSQL cleanup deadlock.

## Risks

- Low risk. This is a gated UI-only change.
- A wrong selection payload could change the next workspace mode. Exact
payload tests cover every mode.
- The old card must keep its existing project-default payload. A
shared-helper test covers that payload.

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 08:19:09 -05:00
Dotta 72b9f92d76 fix(runner): restore task runtime parity (#12685)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task view shows a running agent and lets an operator guide that
agent.
> - The merged runner stack lost parts of the accepted task experience.
> - Native event errors could hide current reasoning from the operator.
> - Queued message steering had no server route on `master`.
> - This pull request restores the task-runtime behavior and keeps the
runner experimental gate.
> - The benefit is a visible and steerable native run with durable
fallback behavior.

## Linked Issues or Issue Description

**What happened?**

The task view could stop showing current runner reasoning. The steering
action also failed because the server route was absent. Runner
instruction files were not declared as supported.

**Expected behavior**

The task view must show current provider activity. It must use the live
log when durable native events are empty or unavailable. The operator
must be able to steer a queued message into the active native turn.

**Steps to reproduce**

1. Enable the Paperclip Runner experimental setting.
2. Start a native runner task.
3. Open the task view while the run emits reasoning.
4. Queue a message and select the steering action.

**Paperclip version or commit**

The regression reproduces on `24a674f8858060e77ea1beb50689d26473e91431`.

**Additional context**

Related closed work: Refs #12592.

## What Changed

- Restored the queued-comment steering route for active native sessions.
- Added durable and queue-bound steering acknowledgements for safe
retries.
- Restored runner instruction bundle support.
- Added live-log fallback when native events are empty or unavailable.
- Restored the compact live reasoning ticker in the task view.
- Added a visible temporary-unavailable state when both activity sources
fail.
- Kept the unified Paperclip Runner experimental gate unchanged.

## Verification

- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm -r typecheck`
- `pnpm check:token-gates`
- `pnpm build`
- Seven focused test files passed with 140 tests.
- The final steering regression file passed with 12 tests.
- The broad local test run reached unrelated workspace, port, and shared
database failures. The changed-area tests remained green.

## Risks

- The steering route changes queue and run records in one transaction.
Tests cover stale targets, unavailable sessions, lost responses, and
wrong-queue acknowledgements.
- Native events remain the primary transcript source. The live log is
used only when event data is absent or its poll fails.
- The experimental gate still hides and rejects the runner when the
setting is off.

> 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, with tool use, code execution, and subagent review.

## 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
- [ ] I have updated relevant documentation to reflect my changes — no
documentation change is required for this regression repair
- [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
2026-09-01 21:17:54 -05:00
TonioandClaude Fable 5 889f5853f9 Onboarding: count the whole walk on a cloud tenant (#12706)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A cloud customer meets it as one walk that crosses two applications:
Cloud names the organization, then hands off to the tenant for the
agent, the model and the review
> - The tenant's progress strip counted only its own three steps, so the
count restarted at the crossing — four dots on the naming screen, then
three beginning again at one
> - The strip that spans the whole walk already existed and simply was
not chosen on that path, which made the walk read as two products rather
than one
> - This pull request picks the four-step strip when the run came from
Cloud, so the count runs 1, 2, 3, 4 straight through
> - The benefit is that the hand-off stops announcing itself

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The onboarding progress strip on a cloud tenant. It restarted its count
at the hand-off from Cloud, so a customer went from "1 of 4" to "1 of 3"
mid-walk.

**Subsystem affected**
Tenant onboarding wizard — `ui/src/components/OnboardingWizard.tsx`.

**Current behavior**
`showsAgentArcStepper` is `isAgentArcStep && entryStep >= 3`. Every run
entering on the agent step gets the three-step strip, including a cloud
tenant whose organization was named one screen earlier in Cloud.

**Proposed behavior**
A cloud tenant gets the four-step strip, positioned 2, 3 and 4. A
self-hosted run entering on the same step keeps three.

**Reason and benefit**
The count describes the walk the customer is on rather than the half of
it this application happens to render.

**Breaking changes**
None. No API or schema change; the self-hosted path is unchanged.

## What Changed

- Adds `enteredFromCloud`, read from `enableManagedSandboxOnly` — the
cloud-tenant shape the connect step already resolves its login
environment through.
- Excludes that case from `showsAgentArcStepper`, so it falls to the
existing four-step strip. `ONBOARDING_STEP_LABELS` and
`onboardingStepPositionFor` already produce 2, 3 and 4; neither needed
changing.
- Widens the experimental-settings query from step 4 to steps 3–5, so
the strip can read it on every step of the arc.
- Adds tests for both strip lengths.

## Verification

- `pnpm vitest run src/components src/adapters storybook` in `ui/` —
2309 tests pass.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: its fixture is cloud-shaped, so the
three steps now announce "Step 2 of 4", "Step 3 of 4" and "Step 4 of 4"
with four dots.
- The two new tests fail without the change — the cloud case reports
`expected 'Step 1 of 3' to be 'Step 2 of 4'`.

## Risks

- **The two runs entering on the agent step are genuinely different, and
only one signal separates them.** A cloud tenant walked a naming screen
in Cloud; a self-hosted company with no agents walked nothing before
this. Getting it backwards would either restart the count or credit a
step nobody walked. Both directions are now tested, which they were not
before — the suite covered `agentArcStepFor` but nothing asserted which
strip renders.
- `enableManagedSandboxOnly` is being read as a proxy for "came from
Cloud". It is the same signal the connect step already trusts for its
environment, so this does not introduce a new dependency, but it is
inference rather than a fact passed at the hand-off. If the step count
ever needs to vary, Cloud should seed the position explicitly instead.
- The widened query means the value can be unresolved on first paint,
and the strip briefly renders three dots before settling to four. The
query key is shared and usually already cached, so this is rare rather
than routine — worth watching on staging, and the fix if it shows is to
hold the strip until the value resolves.
- Cosmetic only. Nothing here changes which steps run, what they
collect, or where the walk goes.

## Model Used

Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the rendered strip.

## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

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

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-09-01 18:06:38 -07:00
DottaandPaperclip 4b6de5327e Remove cheap model profiles (#12683)
## Thinking Path

> - Paperclip manages agents that use different model providers and
adapters.
> - Paperclip must keep agent execution rules clear and predictable.
> - The cheap-model profile added a second execution mode across
adapters, task recovery, APIs, and the UI.
> - That mode increased configuration and recovery complexity.
> - This pull request removes the cheap-model profile as a product
feature.
> - The benefit is one model-selection path for normal work and recovery
work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change simplifies model selection across agent configuration, task
execution, recovery, and adapter capabilities.

**Current behavior**

Paperclip exposes cheap-model profiles in adapter metadata, agent
runtime configuration, task overrides, recovery rules, APIs, and the
board UI. Recovery work can select a different model profile from the
agent's configured model.

**Proposed behavior**

Paperclip uses the agent's configured model for normal work and recovery
work. Status-only recovery stays limited to coordination work. The API
rejects legacy model-profile configuration. A migration removes stored
model-profile values from existing agent, issue, and historical revision
records.

**Reason and benefit**

One model path reduces configuration, API, UI, and recovery complexity.
It also prevents status recovery from becoming a separate product-level
model-routing feature.

**Breaking changes**

This change removes model-profile fields and adapter capability
metadata. Existing stored model-profile values are removed by an
idempotent migration. The validators reject new legacy profile values
with clear errors.

## What Changed

- Removed model-profile types, adapter capabilities, API fields, and
model selection logic.
- Removed cheap-model controls from agent and task UI surfaces.
- Kept status-only recovery limited to coordination context while normal
continuations use the configured agent model.
- Added an idempotent migration that removes stored model-profile values
from agents, issues, and configuration revisions without changing issue
update timestamps.
- Updated tests and product documentation for the single-model behavior.

## Verification

- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` completed with 5,607 passing tests and 8
environment-sensitive failures in unrelated fixed-port and
database-deadlock suites. The same failures repeated in an isolated
rerun. CI is the final clean-room result.

## Risks

- This is an intentional breaking change for clients that send
model-profile fields.
- The migration changes legacy agent, issue, and configuration-revision
JSON. It is idempotent and preserves unrelated fields and issue update
timestamps.
- The change is cross-cutting because the removed feature existed in
adapters, shared contracts, the server, plugins, and the UI.

> 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`. Reasoning and tool use were enabled. The
runtime did not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:57:38 -05:00
Dotta 1ab159d3a7 feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-01 14:55:35 -05:00
DottaandPaperclip 141f202e40 Clean up experimental settings features (#12681)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - Instance settings control optional product features and developer
tools.
> - The experimental settings page mixed active experiments, internal
tools, and old recovery controls.
> - Some workspace links also used the selected company instead of the
workspace owner.
> - These problems made settings hard to scan and could send users to
the wrong company route.
> - This pull request removes old controls, groups developer settings,
and resolves workspace links from workspace data.
> - The benefit is a smaller settings surface and correct workspace
navigation.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the instance experimental settings page, task watchdog
controls, dependency wake recovery, and execution workspace routes.

**Current behavior**

The settings page shows old recovery controls and mixes product
experiments with internal developer settings. Task watchdogs require an
extra feature flag. Some direct workspace links use the current company
prefix instead of the company that owns the workspace.

**Proposed behavior**

Remove the old task recovery experiment and its unused API surface. Make
task watchdog controls available without the removed flag. Put worktree
execution and managed environment controls in the developer section.
Resolve direct workspace links from the workspace owner and reject a
company prefix that does not own the workspace.

**Reason and benefit**

The smaller settings page is easier to understand. The server keeps only
the dependency wake backstop that it still uses. Workspace links open
under the correct company route.

**Breaking changes**

This removes the experimental issue graph recovery preview and run
endpoints. It also removes the task watchdog feature flag. Task watchdog
data and dependency wake behavior remain available.

## What Changed

- Removed the old task watchdog and issue graph recovery feature flags.
- Removed the old issue graph recovery preview, run controls, API
contracts, and unused recovery implementation.
- Kept resolved dependency wakes as the scheduler backstop.
- Grouped product experiments and Paperclip developer settings on the
instance settings page.
- Made task watchdog controls available without an extra experimental
flag.
- Added owner-aware redirects and company checks for execution workspace
routes.
- Hid the false stopped-state badge while a workspace has no active
runtime state.
- Updated focused server and UI tests for the new behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,620 passing tests and four failures
in unchanged workspace runtime port tests. The same four failures repeat
when the two files run alone.
- The complete GitHub CI matrix passed, including all server, serialized
server, build, canary, and end-to-end jobs.

## Risks

- Clients that call the removed experimental recovery endpoints must
stop calling them.
- The route checks depend on workspace detail access. An unknown or
cross-company workspace returns the global not-found page.
- There are no database migrations, lockfile changes, workflow changes,
or design image 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 with GPT-5. The exact deployment ID and context window are
not exposed. Reasoning, tool use, and code 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 branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:23:05 -05:00
TonioandClaude Opus 5 42c6f8a424 Onboarding: model source tiles, one input canvas, and Storybook coverage for the agent arc (#12613)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet it through onboarding, whose last three steps run
inside the tenant: create an agent, connect a model, review
> - The connect step is the one that decides whether the agent can run
at all, and it had drifted — three contributors changed it in parallel,
and its visual language no longer matched the rest of the flow
> - It also could not be looked at without a provisioned stack, so
defects in it were only found by walking a real signup, and the review
step behind it could not be reached at all when it failed
> - This pull request brings the visual work onto the sign-in behaviour
that already shipped, and adds Storybook coverage for all three steps
> - The benefit is that the step is easier to read, and that it can now
be inspected and driven before it ships rather than after

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The onboarding connect-a-model step. It presented the model choice as a
dropdown plus an "Advanced settings" disclosure, and put each credential
type in a different place, so the controls below moved whenever the
choice changed.

**Subsystem affected**
Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and
its Storybook coverage.

**Current behavior**
The step offered every registered adapter through a disclosure.
Credential entry appeared in a different shape per source. None of the
three agent-arc steps could be rendered outside a provisioned cloud
stack, so the sign-in panel and the review step were only reachable by
walking a real signup.

**Proposed behavior**
Two brand tiles for the recommended sources, a link that switches
between subscription and API-key credentials, and one canvas that holds
whichever input the current choice needs. Storybook stories mount the
real wizard against fixtures and walk it forward, so every step and its
states can be inspected locally.

**Reason and benefit**
The step reads as one decision rather than three scattered ones, and its
furniture stays still while the choice changes. The stories mean a
regression in it is visible before release instead of during a signup.

**Breaking changes**
No API or schema change. One behavioural narrowing, described under
Risks.

## What Changed

- Replaces the adapter dropdown and "Advanced settings" disclosure with
`ModelSourceTiles` — brand tiles for Claude Code and Codex.
- Adds `CredentialModeLink`, a text toggle between subscription sign-in
and API keys, replacing the disclosure.
- Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or
the API-key field and resizes between them, so the Connect button below
does not move.
- Keeps the existing sign-in behaviour unchanged. `AgentConfigForm`
changes are presentation only — the provider name in the title, the CTA
wording, and `space-y` to `gap`. No change to the login mutations,
queries, or session handling.
- Restores the sleep marks on the dormant agent for the two steps before
the hire.
- Adds Storybook stories for all three agent-arc steps, with fixtures
for the environments, auth signal, both adapters' login flows, and the
hire.
- Copy: names the provider being signed in to ("Sign in to
Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name
helper text.

## Verification

- `pnpm vitest run src/components storybook` in `ui/` — 139 tests over
the touched suites, 1986 across `src/components`.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back
button, steps 2 and 3 do.
- The sign-in gate: on `Connect a model`, press Connect without signing
in. It holds on step 2 and reports "No working authentication was
found." On `Review`, which fixtures an authenticated signal, Connect
reaches the review step.
- Both providers' login flows: press Sign in on the Claude tile for the
authorization URL and browser-code field, and on the Codex tile for the
device URL and code.
- The Claude sign-in was also walked end to end on a staging tenant,
including the OAuth redirect and pasting the code back.

## Risks

- **Onboarding now offers two model sources instead of every registered
adapter.** `ModelSourceTiles` is fed the `recommended` set, which is
`claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode
and Paperclip Runner are no longer selectable *during onboarding*. This
is deliberate. The full list is unchanged in agent settings, which is
where an adapter can still be switched after the agent exists, and
adding a source back is one `recommended: true` in
`adapter-display-registry.ts`. Flagging it because it is the one
behavioural narrowing here and it is not visible from the diffstat.
- The API key entered on this step is held in component state and
deliberately never written to the onboarding draft, because that draft
is `localStorage`. A customer who leaves mid-step re-enters the key;
that is the intended trade.
- Storybook-only risk: the fixtures now answer the environment test from
the story's auth state. If a future change moves the hire's gate off the
`adapter_auth_missing` check code, the stories would keep passing while
the product regressed. The gate is asserted in the adapter packages' own
tests, not here.
- Motion changes are low risk and reversible: the input canvas animates
its contents only, and its container was deliberately left unanimated
after an animated wrapper clipped the sign-in panel.

## Model Used

Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the Storybook stories.

## 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
- [ ] I will address all Greptile and reviewer comments before
requesting merge

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-01 09:57:46 -07:00
DottaandPaperclip dda4dff645 fix(onboarding): restore browser launch and gate canaries (#12667)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The onboarding command starts the local server and opens the
first-run wizard.
> - Interactive onboarding stopped opening the browser by default.
> - Organization creation could also succeed in the API while the wizard
stayed on the name step.
> - The npm canary workflow did not prove that the published package
could complete this path.
> - This pull request repairs the startup and organization transitions
and adds an exact-version canary smoke gate.
> - The benefit is a quickstart that works for users and is tested after
each canary publish.

## Linked Issues or Issue Description

Related: #12557 covers a separate final-route onboarding handoff.

**What happened?**

Interactive `paperclipai onboard` runs did not open the onboarding page.
The organization API request could succeed while a same-company context
update caused the wizard to stay on the organization step. The canary
release lane did not test the exact published npm package through this
path.

**Expected behavior**

Interactive onboarding must open the browser once. A successful
organization request must advance to the first-agent step when the
surrounding context adopts the same organization. Each published canary
must install in a clean environment and reach the model connection step.

**Steps to reproduce**

1. Run `npx paperclipai@canary onboard --data-dir "$(mktemp -d
/tmp/paperclip-canary.XXXXXX)"` in an interactive terminal.
2. Enter an organization name while the company context refreshes from
the create response.
3. Observe that the browser does not open or that the wizard can remain
on the organization step after the API creates it.
4. Inspect the canary release lane and observe that no post-publish
onboarding test runs against the exact npm version.

**Paperclip version or commit**

The issue reproduced with `2026.901.0-canary.8` and the source state
before this pull request.

**Deployment mode**

Local trusted quickstart with embedded PostgreSQL. The install source
can be npm or a source checkout.

## What Changed

- Open the browser once for interactive foreground onboarding.
- Preserve explicit browser opt-outs and restore the prior environment
value after startup.
- Accept a same-company context update after organization creation and
reject a different-company takeover with an explicit error.
- Export the exact canary version from the publish job.
- Install and test that exact npm version in a clean Playwright smoke
job through the "Connect a model" step.
- Upload server logs, traces, screenshots, and the Playwright report
when the canary smoke fails.
- Document the interactive default and headless opt-outs.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard.test.ts
ui/src/components/OnboardingWizard.step.test.tsx --reporter=dot` passes
with 37 tests.
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`
passes with 9 tests.
- `pnpm exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/onboarding.spec.ts` passes with 2 tests.
- `PAPERCLIPAI_VERSION=2026.901.0-canary.8 pnpm run
test:canary-onboarding-smoke` passes against the published npm package.
- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- A fresh interactive source run opens the browser and reaches "Connect
a model" after organization and agent naming.

## Risks

- Low risk. Automatic browser opening only applies to interactive
foreground onboarding.
- `PAPERCLIP_NO_BROWSER=1` and `PAPERCLIP_OPEN_ON_LISTEN=false` keep
headless runs silent.
- A different organization context still blocks the pending create
transition.
- The canary package is immutable before the smoke runs. A smoke failure
leaves the package published but makes the release workflow red.
- This change does not modify REST APIs, database schemas, or shared
data types.

> 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. The runtime does not expose the exact
deployment snapshot or context-window size. The model used reasoning,
browser automation, repository tools, shell commands, code editing, 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 (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 10:10:30 -05:00
Dotta 1955b0e2d8 Gate Paperclip Runner setup behind an experimental flag (#12656)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent adapters control how Paperclip starts and resumes an agent
runtime.
> - Paperclip Runner is an experimental Rust runtime and must stay
opt-in.
> - The server already rejected new runner selections when the flag was
off.
> - Some setup and onboarding views did not enforce the same boundary.
> - This pull request exposes the existing flag and applies it to every
new setup path.
> - The benefit is a safe rollout with unchanged legacy onboarding and
recoverable existing native runs.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves experimental adapter selection in Settings, onboarding,
new-agent setup, invite setup, and company import.

**Subsystem affected**

Cross-cutting: the React UI and the server onboarding seed service.

**Current behavior**

The server defaulted Paperclip Runner to off, but Settings did not
expose the flag. First-run onboarding could show the runner after
opt-in. A direct new-agent URL and some setup pickers could also reveal
native runner configuration before the availability check completed.

**Proposed behavior**

Settings has a default-off Paperclip Runner toggle. Explicit agent
configuration shows the runner only after the server reports that the
flag is enabled. First-run and invite onboarding always use legacy
adapters. Existing native agents and runs remain readable and
recoverable.

**Reason and benefit**

This keeps the experimental runtime out of normal onboarding. It also
gives administrators one clear opt-in before users can create a native
runner agent.

**Breaking changes**

None. Legacy adapter selection and execution stay unchanged. Existing
native records remain available.

## What Changed

- Added the Paperclip Runner opt-in to Experimental Settings.
- Refreshed adapter availability after the setting changes.
- Kept UI and server-seeded onboarding on legacy adapters.
- Made native runner choices fail closed in new-agent, invite, and
import setup.
- Preserved edit and recovery behavior for existing native agents and
runs.
- Added focused regression tests for flag-off and flag-on behavior.

## Verification

- GitHub Actions will run the repository test, typecheck, build, and
policy gates.
- Focused tests cover Settings, onboarding, agent creation, invite
setup, import setup, and server-seeded onboarding.
- No local test suite was run, per the maintainer request to use GitHub
Actions for verification.
- `git diff --check` passes.

## Risks

Low risk. The change narrows new adapter selection only. The server
remains the final enforcement point. Existing native records do not
depend on the current flag value for read or recovery 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, GPT-5, with reasoning, tool use, 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
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 05:57:40 -05:00
Dotta 131f5c4065 feat(runner): add administration and observability (#12641)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Administrators need bounded controls for experimental native
execution.
> - The lower stack adds remote Codex execution and the task workspace.
> - Operators need to configure Codex safely and inspect provider
traces.
> - Unsupported providers must not appear as runnable choices.
> - This pull request adds Codex-only administration and observability.
> - The benefit is a default-off operational surface for production
diagnosis.

## Linked Issues or Issue Description

Refs #12640.
Refs #12616.
Refs #12352.

**Subsystem affected**

Agent configuration, instance experimental settings, run ledger,
provider trace inspector, and administrator actions.

**Problem or motivation**

The native runner lacks one safe operator surface for Codex permissions,
lifecycle, raw trace capture, and run inspection. The integration branch
also contains provider choices that the production backend cannot
execute yet.

**Proposed solution**

Expose only the qualified Codex controls. Keep Paperclip Developer Mode
and runner preview ingress off by default. Gate raw trace actions by
administrator access and existing trace authorization.

**Alternatives considered**

Exposing unfinished providers would create configurations that fail at
runtime. Always-on tracing would increase sensitive data and storage
risk.

**Roadmap alignment**

This work supports governed Cloud and Sandbox agents and production
diagnostics.

## Stack

- Base PR: #12640.
- Lower PRs: #12639 and #12638.
- This PR contains only its 54-file administration and observability
delta.
- This is the final feature PR in the Codex production stack.

## What Changed

- Added Codex-only Paperclip Runner permission and lifecycle controls.
- Added bounded warm idle configuration.
- Kept the provider field fixed to Codex.
- Added administrator-only one-run raw trace requests.
- Added a persistent future-run raw trace toggle.
- Added trace status, metadata, ledger, and canonical runner inspection.
- Added JSON-RPC request-origin grouping and finalization lineage.
- Restored the stateful PRP transcript parser and focused projection
tests required by trace inspection.
- Added default-off Paperclip Developer Mode.
- Added Honeycomb run links for authorized developer mode.
- Disabled the legacy operational skill for `paperclip_runner`.
- Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner
choices.
- Did not change migrations, workflows, dependencies, or
`pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, server tests, repository typecheck,
build, browser tests, security, and policy gates.
- Tests cover Codex configuration defaults and bounds, administrator
trace actions, persistent settings, ledger inspection, trace lineage,
and Honeycomb links.
- Existing server trace authorization and retention tests remain the
backend authority.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/task-workspace-experience...HEAD` passes.
- The delta contains 54 files.

## Risks

- Raw provider traces can contain sensitive provider data.
- Existing server authorization controls access, reveal, download,
retention, and deletion.
- The UI gates trace actions by administrator access and developer mode.
- All new instance settings remain off by default.
- Fresh Paperclip Runner configuration remains Codex-only.
- Direct adapters and legacy task behavior do not change in this PR.

> 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. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## 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 or instance-local Paperclip issues
or links
- [x] 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
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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
2026-09-01 03:41:23 -05:00
Dotta 39206c0096 feat(ui): complete the task workspace (#12640)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task page is the main place where people guide and review agent
work.
> - Native runner events already project into the existing task chat on
the lower stack.
> - The larger task workspace must support those events without breaking
direct adapters.
> - Legacy questions, final replies, empty transcripts, and classic
controls must keep their behavior.
> - This pull request completes the provider-neutral task workspace
experience.
> - The benefit is one coherent task surface for native and direct
execution paths.

## Linked Issues or Issue Description

Refs #12639.
Refs #12617.
Refs #12352.

**Subsystem affected**

Task chat, task detail, side panels, interaction forms, and transcript
presentation.

**Problem or motivation**

The task page does not provide one complete workspace for live activity,
plans, questions, queued guidance, files, and documents. Earlier native
UI work also exposed compatibility risks in legacy question and reply
paths.

**Proposed solution**

Add the task workspace components and provider-neutral protocol
presentation. Keep runner-only controls behind runtime facts. Preserve
all direct-adapter composer, transcript, interaction, and finalization
behavior.

**Alternatives considered**

A separate runner page would duplicate task behavior. Replacing legacy
transcript logic would create unnecessary adapter regressions.

**Roadmap alignment**

This work supports the unified task experience and the Cloud and Sandbox
agents milestone.

## Stack

- Base PR: #12639.
- Lower PR: #12638.
- This PR contains only its 119-file UI delta against
`runner/remote-wss-transport`.
- The next stack PR adds administrator and observability controls.

## What Changed

- Added a reusable task workspace side panel for files and documents.
- Added provider-neutral cards for tools, plans, questions, protocol
activity, and progress.
- Added queued guidance and richer composer state.
- Added compact and expanded interaction presentation.
- Added live activity, thinking, usage, recovery, and final reply
presentation.
- Added document annotations and task deep links.
- Added bounded question validation and response handling.
- Preserved native runner event projection from master.
- Preserved legacy channel-less replies and explicit final reply
precedence.
- Preserved direct-adapter and classic-interface controls.
- Did not change server execution selection, Rust code, migrations,
workflows, or `pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, repository tests, typecheck, build,
browser tests, security, and policy gates.
- Tests cover active, settled, empty-transcript, interaction,
queued-message, plan, question, file, document, and classic-interface
states.
- Compatibility tests cover direct adapters and native runner projection
together.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/remote-wss-transport...HEAD` passes.
- The delta contains 119 UI-only files.

## Risks

- This is a large task-page change.
- Most files are new focused components and tests.
- Shared transcript code keeps the lower native projection and legacy
direct-adapter fallbacks.
- Runner-only controls use adapter and runtime facts.
- No execution path or rollout flag changes in this PR.

> 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. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## 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 or instance-local Paperclip issues
or links
- [x] 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
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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
2026-09-01 02:44:19 -05:00
Dotta 209680409d feat(ui): project native runner turns into task chat (#12617)
## Thinking Path

> - Paperclip is the open source app people use to supervise AI agents
and their work.
> - The task page is the established place to read run progress and
answer agent questions.
> - Native runner events use PRP envelopes instead of the direct-adapter
transcript format.
> - The task page needs a narrow projection for those events without
changing legacy adapter behavior.
> - Unknown event versions and fields must stay hidden until the UI
supports them.
> - This pull request adds a runtime-gated native turn projection and
preserves the classic path.
> - The benefit is one task thread for native Codex runs while direct
adapters keep their current UI.

## Linked Issues or Issue Description

**Subsystem affected**

`ui/` task chat and transcript projection.

**Problem or motivation**

The server can record native runner events, replies, usage, and
structured interactions, but the existing task page cannot safely render
those records. Reusing the native path for direct adapters would also
risk the legacy question and finalization behavior.

**Proposed solution**

Project supported PRP v1 events into the existing transcript model only
when runtime facts identify a native `paperclip_runner` run. Use an
exact event and payload allowlist. Keep direct adapters on the existing
transcript, composer, interaction, and finalization path.

**Alternatives considered**

A separate runner page was rejected because it would split task history.
A universal transcript replacement was rejected because the experimental
runner must not alter legacy adapters.

**Roadmap alignment**

This change supports activity attribution and recoverable runs. It does
not replace the current task page.

## What Changed

- Project supported native PRP v1 assistant, reasoning, tool, activity,
usage, interaction, and result events.
- Render a native runner turn only when both runtime mode and adapter
type match.
- Recognize the canonical `assistant_message` item kind and preserve
final-reply precedence.
- Fail closed for unsupported PRP versions, event types, payload
schemas, and identity fields.
- Keep explicit running and pending provider activities open until a
real terminal state arrives.
- Include channel and lifecycle identity in memoization so
progress-to-final transitions rerender.
- Add focused native, empty-transcript, interaction, final, memoization,
and direct-adapter regressions.

## Verification

- GitHub Actions is the authoritative test environment for this stack.
- This top PR receives the full stack-aware CI suite.
- Greptile will review this exact nine-file delta after the branch is
pushed.

## Risks

- The main risk is changing direct-adapter task behavior. The render
gate requires both native runtime mode and the `paperclip_runner`
adapter.
- The next risk is exposing future provider payloads. Version, event,
schema, and field allowlists fail closed.
- There are no database, lockfile, workflow, build-system, or server
changes in this PR.

## Stack

1. [Runner package, SDK, and developer
tools](https://github.com/paperclipai/paperclip/pull/12608)
2. [Codex production server
integration](https://github.com/paperclipai/paperclip/pull/12616)
3. This PR: provider-neutral task-thread UI

## Model Used

OpenAI Codex with GPT-5, extended reasoning, repository tools, and
parallel review agents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-31 23:32:13 -05:00
DottaandDev Agent 25cf079ec5 feat(runner): add Codex-native application integration (#12591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runner package is useful only when the application can start,
observe, and recover a native Codex run safely.
> - Existing direct adapters must keep their current execution and
finalization paths.
> - The application boundary therefore needs additive persistence,
authorization, coordination, and recovery behind an explicit
experimental adapter.
> - This pull request adds that Codex-only boundary without activating
generalized providers, remote environments, or the later task/SDK
surfaces.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, database persistence, adapter utilities, server
native-runtime services, and the experimental Paperclip Runner adapter.

**Problem or motivation**

The already-landed runner package has a qualified Codex path, but the
application needs durable native-run state, guarded runtime selection,
authenticated coordination, tool security, finalization, and recovery
before the experimental adapter can be exercised safely.

**Proposed solution**

Add a Codex-only `paperclip_runner` application path behind the existing
default-off native-runner setting. Bind native state and coordination to
company/run identity, preserve persisted-run recovery, and leave every
direct adapter on its existing legacy execution path.

**Alternatives considered**

The earlier stack boundary introduced a generalized executor and
remote-environment lifecycle here. That made this PR depend on
implementations in higher PRs and changed reusable sandbox behavior
globally. Those pieces are now deferred together to #12592.

**Roadmap alignment**

ROADMAP.md does not list a conflicting native-runner integration
project. This change adds the application boundary for the existing
Runner architecture.

## What Changed

- Added native run/result/finalization/provider-trace persistence,
shared validators, and idempotent migration/replay coverage.
- Added guarded Codex-only runtime selection, authenticated PRP
coordination, recovery, finalization, and interaction services.
- Added run/company-bound tool-gateway authorization, credential
redaction, SSRF protections, and replay-safe behavior.
- Added the explicit `paperclip_runner` adapter behind the default-off
rollout setting.
- Preserved legacy answered-question wake projection and direct-adapter
execution/finalization paths.
- Hardened cancellation so only owned in-memory child processes are
signaled; persisted recycled PIDs/process groups are never trusted.
- Retained the narrow Claude ACPX isolated-context security follow-up
discovered after #12590.
- Deferred the generalized executor, provider ingress, remote lifecycle,
SDK/lab/eval work, release-process changes, and lockfile.

## Verification

- Changed-file delta against `master`: 133 files.
- GitHub Actions is the authoritative verification environment for this
PR.
- Full CI, security, and Greptile review will run on this lowest
unmerged stack PR.
- Local tests/build/typecheck were not run because this checkout is
resource constrained.
- Static diff/reference checks pass, and `pnpm-lock.yaml` is unchanged.

## Risks

- This touches central heartbeat and agent-route code, so legacy
compatibility is the primary risk.
- Runtime selection remains Codex-only and explicit; direct Codex,
Claude, OpenCode, process, HTTP, and plugin adapters remain on their
existing paths.
- Fresh native starts fail closed while the rollout flag is off;
persisted native records remain readable and recoverable.
- Cancellation, company/run binding, tool calls, status decisions, and
completion writes are guarded or replay-safe.

> 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.

## Model Used

OpenAI Codex, GPT-5.6, with repository tools, code execution, and
parallel agent review.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass — GitHub Actions is
authoritative for this resource-constrained checkout
- [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 risks above
- [ ] All Paperclip CI and security gates are green
- [ ] Greptile is 5/5 with no open actionable findings
- [x] I will address all Greptile and reviewer comments before merge

## Stack

- Position: 3 of 5 overall; lowest of 3 currently unmerged
- Base: `master`
- Previous:
[#12590](https://github.com/paperclipai/paperclip/pull/12590), qualified
Claude ACPX runtime — merged
- Next: [#12592](https://github.com/paperclipai/paperclip/pull/12592),
generalized Codex executor, task experience, and developer SDKs

---------

Co-authored-by: Dev Agent <dev@paperclip.ing>
2026-08-31 14:38:38 -05:00
Dotta bc9ba7cd26 feat(runner): project native runs into task threads (#12321)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The experimental Paperclip Runner can execute a guarded Codex run
and persist provider-neutral events.
> - The task page still reads direct-adapter transcripts and cannot
present those native events.
> - Structured runner questions must also use the existing task
interaction experience.
> - Runtime selection must use the persisted run mode, not an adapter
name or a current feature flag.
> - This pull request projects native events and questions into the
existing task thread.
> - Direct adapters keep their existing transcript, composer,
interaction, and finalization paths.
> - The benefit is a complete native Codex task thread without a
behavior change for existing adapters.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces that stale implementation on
current `master`.

**What happened?**

The server persists native runner events and structured input requests.
The task page only consumes direct-adapter transcripts. A native run
therefore cannot present a complete transcript, usage, or question flow
through the normal task experience.

**Expected behavior**

Native runs project persisted provider-neutral events into the existing
task thread. Native structured questions use the existing interaction
card. Direct adapters retain their current behavior.

**Steps to reproduce**

1. Enable the experimental runner.
2. Start a native Codex run that emits progress, usage, a structured
question, and a final reply.
3. Open the task page.
4. Observe that the direct-adapter transcript path cannot project the
native event records.

**Paperclip version or commit**

`master` at `67f9867bc`.

## What Changed

- Add the canonical structured-question validator and shared contract
exports.
- Materialize native input requests as existing task interactions.
- Validate native answers and deliver them through the durable
question-response receipt.
- Resume the original PRP request with an idempotent `request.resolve`
command.
- Project native messages, tool activity, cumulative usage, and final
replies into the existing transcript model.
- Propagate persisted `runtimeMode` to the task page and select native
handling only for `runtimeMode: "native"`.
- Expire pending interactions through the shared issue service on every
terminal transition, including decisions, stalled reviews, tree control,
and pipeline retry cleanup.
- Queue native run cancellation while a transaction is open and execute
it only after the owning transaction commits.
- Keep nonterminal and non-runner issue paths on their existing service
call shapes and behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed, including the
Rust runner release build and protocol/catalog drift gates.
- Focused native-thread and lifecycle suites — 18 files and 481 tests
passed during review.
- `issue-execution-policy-routes.test.ts` — 19/19 passed after the final
transactional-queue expectation update.
- `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the
final isolated compatibility rerun.
- GitHub Actions — policy, build, canary, typecheck/release registry, 5
serialized server shards, 8 general-test shards, 3 browser shards, and
both aggregate gates passed on `7793f3193`.
- Security — Snyk, Socket Project Report, Socket PR Alerts, and
Superagent passed.
- Greptile — 5/5 on `7793f3193`; all actionable review threads resolved.
- `git diff --check` — passed.
- Diff against `master`: 44 files.

## Compatibility Boundary

- Native transcript polling only runs when the persisted run reports
`runtimeMode: "native"`.
- Missing or legacy runtime modes continue through
`useLiveRunTranscripts`.
- Legacy questions keep the existing optional free-text choice.
- Native closed select sets can suppress that legacy fallback.
- Terminal cleanup uses the same issue service for native and legacy
interactions; only a bound native question schedules a native run
cancellation.
- Native cancellation happens after transaction commit, so failed or
rolled-back writes do not cancel a still-valid run.
- The durable delivery service checks the original native request before
it considers a continuation run.
- This pull request adds no migration, dependency, workflow, manifest,
or lockfile change.

## Risks

The main risk is routing a direct-adapter task through native handling
or changing terminal issue behavior. The implementation selects the
native path only from persisted runtime facts, retains the existing
nonterminal call shape, and schedules native cancellation only for a
validated bound native question after commit. Focused and
repository-wide tests cover both paths. Native requests remain bound to
the company, issue, run, and agent; answers are validated, durable, and
idempotent across reconnects.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
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 branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the affected local tests and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the compatibility notes for this change
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I addressed all Greptile and reviewer comments before requesting
merge
2026-08-29 19:26:20 -05:00
DottaandPaperclip c90d904779 feat(apps): add connection intent setup experience (#12347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The backend now turns agent requests into durable connection
intents.
> - Operators need a clear path to inspect, configure, and finish those
requests.
> - The experience must preserve identity, agent access, and interrupted
setup state.
> - This pull request adds the connection intent setup experience across
the app UI.
> - The benefit is one guided flow from agent request to governed
connection.

## Linked Issues or Issue Description

Refs #11965

This is stack 9 of 11. It depends on stack 8 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent cards and setup flow integration.
- Add browse, connection, app detail, and sidebar experience updates.
- Preserve exact draft identity and access choices across resume and
OAuth recovery.
- Add focused UI, architecture, policy, and end-to-end coverage.
- Keep transient retained-connection lookup failures retryable instead
of misclassifying them as missing targets.
- Align the dark-mode E2E contract with the intentionally hidden
Gateways and Profiles sidebar tabs.

## Verification

- `pnpm -r typecheck`
- Focused UI result: 372 tests passed across 20 files.
- AppsConnect regression suite: 80/80 passed, including failed
connection and application lookups during retained reconnect.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AppsSidebar.test.tsx` (1 passed)
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- An interrupted OAuth flow can leave a durable draft that needs resume.
- The UI resumes the exact draft and keeps its identity and agent access
settings.
- Retained reconnect retries refetch connections and applications
together to avoid mixing partial snapshots.
- Gateways and Profiles remain route-accessible but intentionally absent
from the sidebar until their existing ship gate is lifted.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
them above
- [x] I have linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:35 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
them above
- [x] I have linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip fcb2e99e8f feat(apps): expand the self-serve connection catalog (#12344)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A useful app store needs accurate and selectable provider
definitions.
> - Local brand assets now cover the expanded provider set.
> - Provider methods differ in transport, authentication, ownership, and
required scope.
> - This pull request expands the catalog and encodes those provider
contracts.
> - The benefit is a larger self-serve store with explicit setup
choices.

## Linked Issues or Issue Description

Refs #11965

This is stack 6 of 11. It depends on stack 5 and replaces another
reviewable part of #11965.

## What Changed

- Add and update provider definitions for the self-serve catalog.
- Add Google Workspace connection methods and capability profiles.
- Add catalog generation, ingestion, URL matching, and contract tests.
- Update legacy key tests to use a provider that still uses header
credentials.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- An incorrect provider definition can offer the wrong setup method.
- Contract tests verify transport, authentication, and provider URL
behavior.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
them above
- [x] I have either (a) linked existing issues with `Refs #` or (b)
described the issue in this pull request
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 10c4902ffc feat(apps): add local connection brand assets (#12343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The app store needs stable provider marks that do not depend on
remote image hosts.
> - The connector layer adds many recognizable services.
> - Local assets must work in light and dark themes and follow the
design token gate.
> - This pull request adds the provider asset set and its rendering
support.
> - The benefit is fast and consistent app identification across the UI.

## Linked Issues or Issue Description

Refs #11965

This is stack 5 of 11. It depends on stack 4 and replaces another
reviewable part of #11965.

## What Changed

- Add local provider logos for the connection catalog.
- Add light and dark asset selection where providers need it.
- Add deterministic fallback behavior and UI tests.
- Document the fixed brand-color allowlist in the token gate.

## Verification

- `pnpm -r typecheck`
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/apps/AppLogo.test.tsx`
- `pnpm build`

## Risks

- A missing asset path can show the deterministic letter fallback.
- Brand SVG colors use the documented asset allowlist because provider
marks cannot use product theme tokens.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
them above
- [x] I have either (a) linked existing issues with `Refs #` or (b)
described the issue in this pull request
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 6244e4cf32 feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections need both direct providers and managed provider
hubs.
> - The grant layer now defines safe credential ownership.
> - Composio needs parent and child connection lifecycle rules, and
Gmail needs governed setup.
> - This pull request adds both connector families on the grant
foundation.
> - The benefit is broader app access without weakening credential
isolation.

## Linked Issues or Issue Description

Refs #11965

This is stack 4 of 11. It depends on stack 3 and replaces another
reviewable part of #11965.

## What Changed

- Add Composio parent and child connection support.
- Add Gmail connection setup and governance.
- Preserve credential paths and remove duplicate binding declarations.
- Cascade Composio pause and restore actions to child connections.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- Parent lifecycle changes can affect every Composio child.
- The service restores only children whose provider accounts remain
active.
- Credential binding paths are normalized before secret resolution.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
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 or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
them above
- [x] I have either linked a public issue or pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip b51112798f feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections must work in both the operator UI and agent tool
gateway.
> - The first stack layer adds secure remote connections.
> - Operators still need clear setup, test, and recovery states.
> - This pull request adds the gateway behavior and the workspace
connection experience.
> - The benefit is a connection flow that is easier to understand and
recover.

## Linked Issues or Issue Description

Refs #11965

This is stack 2 of 11. It depends on stack 1 and replaces another
reviewable part of #11965.

## What Changed

- Improve remote tool gateway connection behavior.
- Add clearer app setup, test, and recovery states.
- Add focused server and UI tests for the new paths.
- Keep the diff isolated from later identity and catalog work.
- Stabilize DNS-pinned remote HTTP protocol fixtures and the
managed-runtime public-origin fixture for this independently tested
layer.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts` (150 passed)
- `pnpm test:run`
- `pnpm check:token-gates`
- `pnpm build`

## Risks

- Gateway errors now surface through new user-facing states.
- A stale connection can require a new setup attempt.
- The change does not add a database migration.
- The injected HTTP transport and public URL are test-only fixtures;
production DNS pinning and runtime behavior are unchanged.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, 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
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 or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00