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Author SHA1 Message Date
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR following the bug report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] The affected local tests pass; broader limitations are recorded
above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandClaude Fable 5 3a16b91217 feat(status-cards): single-message setup drives query and update prompt (#10202)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their ongoing work.
> - Status cards turn a standing question into recurring,
agent-generated summaries on the board.
> - The existing setup split intent across a watch prompt and separate
update instructions, which made creation and later behavior harder to
understand.
> - A status card should have one durable source of truth for both
deciding what to watch and telling the summarizer what each update must
contain.
> - This pull request makes the card prompt that source of truth,
simplifies creation to one step, and lets operators choose the running
agent immediately.
> - The benefit is a smaller mental model, fewer configuration modes,
and consistent update instructions throughout the card lifecycle.

## Linked Issues or Issue Description

Status cards currently require operators to express the same intent in
two places: the watch prompt and optional update instructions with
append/replace/none modes. This feature simplifies the experimental
status-card workflow so a single prompt defines both the watch query and
every generated update. The create flow must also support selecting the
responsible agent without a second setup step.

Related prior status-card work: #10101.

## What Changed

- Use the status card's single prompt to compile the watch query and
directly instruct every summary update.
- Add migration `0190_status_card_single_prompt` to remove
`status_cards.instructions_mode` and `status_cards.instructions`.
- Add `agentId` to `createStatusCardSchema`, validate company
membership, and default new cards to the built-in Summarizer.
- Replace the two-step create flow with one prompt-and-agent dialog and
extract a shared `SummarizerAgentSelect` for create/settings surfaces.
- Remove the extra-instructions settings section, reset incremental
history when the prompt changes, and rename the board page to "Status".
- Update the bundled `status-card-query` skill and board-operator
documentation, then regenerate the skills catalog manifest.

## Verification

- Server status-card suites: 29/29 passing.
- UI `StatusCards` suites: 22/22 passing.
- Skills catalog suite: 20/20 passing.
- `tsc -b` passes for server, UI, shared, and database packages.
- `pnpm check:migrations` passes.
- Light and dark mode screenshots cover the new create dialog and
settings tab.

## Risks

- Migration `0190` intentionally drops existing separate instruction
text. Existing card prompts remain and become the update instructions
under the new model; status cards are experimental and feature-flagged.
- Prompt edits now reset the incremental summary chain and trigger a
full rebuild, which is intentional because the prompt is also the update
contract.
- Agent selection is company-scoped; invalid agent ids return a
validation error rather than creating a misrouted card.

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

## Model Used

- Implementation: Anthropic Claude via the `claude_local` adapter, agent
label "Claude Fable 5"; extended reasoning, tool use, and code
execution. The exact provider model id and context-window value were not
retained in the task metadata.
- PR preparation: OpenAI GPT-5.4 through Codex CLI, with reasoning,
repository inspection, GitHub CLI, and Paperclip API tool use.

## Checklist

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

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 14:06:14 -05:00
7e40ed8c43 feat(status-cards): add experimental status card update view (#10101)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Operators need a board-level way to monitor a changing slice of
company work without repeatedly rebuilding filters or reading raw task
threads.
> - Existing summaries are useful snapshots, but they do not provide a
dedicated query-backed card with refresh policy, change tracking, update
history, and per-update cost visibility.
> - The capability needs to be safe to evaluate before it becomes part
of the default product surface.
> - This pull request adds end-to-end experimental Status Cards, from
schema and query compilation through update orchestration and operator
UI.
> - The entire feature is gated behind the `enableStatusCards`
experimental toggle, including its route and sidebar entry.
> - The benefit is a governed, inspectable way to keep focused
operational rollups current while preserving explicit controls over
refresh frequency and spend.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and
bundled skills/docs).

### Problem or motivation

Operators cannot currently define a reusable natural-language view of
company work, compile it into an inspectable query, and keep its summary
current as matching issues change. Rebuilding filters and rereading task
threads makes board-level monitoring repetitive and hides the
relationship between source changes, refresh cost, and the resulting
summary.

### Proposed solution

Add experimental Status Cards that compile operator intent into a query,
summarize matched work, record each update, expose
manual/interval/reactive refresh policies and costs, and preserve the
last good result across stale, updating, paused, and error states. The
capability is off by default and fully gated behind `enableStatusCards`,
including its route and navigation entry.

### Alternatives considered

- Extend existing one-off summaries: rejected because status cards
require persistent query provenance, refresh policy, update history, and
card-specific cost controls.
- Add a dashboard-only filter widget: rejected because it would not
provide governed background refresh, an update ledger, or an inspectable
compile pipeline.
- Ship the surface by default: rejected in favor of an experimental
toggle while behavior and operator value are evaluated.

### Roadmap alignment

This advances Paperclip’s board-level execution visibility and
output-first product goals. `ROADMAP.md` was checked and no duplicate
status-card initiative was found.

### Additional context

No related open PR was found in the public GitHub search for status
cards. The PR-only design wireframes were removed from the repository
after review; the published prototype remains external to the production
source tree.
## What Changed

- Added company-scoped status-card schema, CRUD APIs, compile
provenance, update ledger, shared contracts, validators, and OpenAPI
coverage.
- Added the text-to-query compile pipeline, bundled `status-card-query`
agent skill, query versioning, and authorized write-back flow.
- Added the experimental board, create flow, lifecycle tiles,
detail/settings/debug drawers, archived view, routing, navigation, and
instance setting.
- Added a change-gated update engine with manual, interval, and reactive
refresh policies, trigger selection, active hours, and daily token caps.
- Added per-update token/cost recording, today and lifetime rollups, and
policy-derived cost previews.
- Added operator documentation and agent-authoring hardening for compile
and update behavior.
- Added PR-prep integration coverage for settings/startup wiring and
replaced raw UI values with design-system tokens.
- Removed the PR-only `design/pap-15023-status-cards` wireframe
artifacts so the repository contains only production feature assets.

## Verification

- `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b`
passing. The UI compile gate was also independently recorded as passing
at `6d7f3cf96b` on July 23, 2026.
- `pnpm build` — passes.
- `pnpm check:token-gates` — passes with all three gates clean.
- `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure
was an unrelated 10-second `afterAll` database-cleanup timeout in
`execution-workspaces-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — passes on
immediate focused rerun (25/25).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/instance-settings-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31).
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/StatusCards/StatusCardSettingsForm.test.tsx
src/pages/StatusCards/StatusCardTile.test.tsx
src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts`
— passes (26/26).
- Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost
QA PASS; security re-review PASS after write-back hardening; UX
approved.
- `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts`
— passes; reapplies migrations `0185`–`0189` against an already-migrated
embedded Postgres database.
- `pnpm --filter /db check:migrations` — passes migration numbering and
safety checks.
- `pnpm --filter /db typecheck` — passes.
- Merged current `origin/master` on July 24, 2026 with no conflicts;
migrations `0185`–`0189` remain unclaimed on master.

## Risks

- The feature introduces five database migrations and a new background
update path; all new DDL is repeat-safe after partial application,
migration numbering/safety checks pass, and update execution is
company-scoped and change-gated.
- Natural-language compilation can produce invalid or overly broad
queries; compile provenance, query validation, debug visibility, and
version history make failures inspectable and recoverable.
- Reactive or interval refresh could increase spend; active hours, max
refresh frequency, daily token caps, per-update cost records, and
budget-paused states bound and expose that risk.
- The branch name contains an internal execution identifier because it
is a fixed handoff branch; it was intentionally not renamed or rebased
per the release handoff instructions.
- Overall rollout risk is limited because the route, navigation,
services, and UI are disabled by default behind `enableStatusCards`.

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

## Model Used

- OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell
execution, GitHub CLI, and test/build execution. The runtime did not
expose a context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR 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; the fixed execution-workspace
identifier is documented as an authorized handoff exception
- [x] I have run tests locally and they pass, with the one cleanup
timeout passing on focused rerun
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 12:26:43 -05:00