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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandPaperclip
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bac60d9d31 |
fix: preserve GitHub sign-in and show connected repository access (#12993)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - GitHub connections give agents an account with selected repository access. > - Fresh local instances enroll with production Paperclip Cloud. > - Enrollment could finish while the GitHub OAuth profile remained disabled. > - Setup then switched to a personal access token form without explanation. > - This change preserves sign-in intent and shows the connected account and repositories. ## Linked Issues or Issue Description Related: #12907, #12943, #12947. Existing open GitHub connection work was checked. No duplicate was found. **What happened?** After Cloud enrollment, a fresh test-drive asked for a GitHub key. Production did not advertise the managed GitHub profile. Staging did. The permissions page also omitted the authenticated username and repository names. **Expected behavior** Continue with GitHub OAuth when available. Explain unavailable sign-in and allow retry otherwise. Show the GitHub username and complete accessible repository list. **Steps to reproduce** Start a fresh test-drive. Choose GitHub and complete instance enrollment while the Cloud GitHub profile is disabled. Open an existing GitHub connection's permissions page. ## What Changed - Preserve managed sign-in intent when the gallery omits its profile. - Refresh the selected gallery entry on retry without resetting the audience. - Fetch all pages of GitHub installations and repositories. - Store only repository IDs, full names, and installation IDs in grant metadata. - Show the GitHub username, repository list, management link, and refresh action. - Discard the repository snapshot after newer installation lifecycle events. Preserve snapshots verified after delayed events. - Lock and re-read grant metadata when applying installation events or saving refreshed access. Patch only webhook fields for other events. Reject snapshots if access changed during the external fetch, using unique access revisions even when timestamps collide. - Show repository installation recovery for managed OAuth even when the app also offers an advanced PAT method. - Update tests and the GitHub connection runbook. No SQL migration is required. ## Verification - Local typecheck, build, and token gates passed. All latest-head CI gates passed, including the complete test matrix and browser suites. Greptile is 5/5 with no unresolved findings. - All 382 focused setup, permissions, metadata, service, and webhook tests passed across final runs. One socket-hang-up test passed on rerun with the full service suite. Final service, metadata, and webhook checks passed all 230 tests. - The broad local suite was stopped after failures. Seven workspace-runtime exposure and control-conflict failures reproduce on base commit `54a99d884`. The broad run also overlapped local iteration; final focused tests and clean-checkout CI are tracked separately. - Browser: a fresh production-backed instance completed enrollment, retried after profile enablement, reached GitHub consent, recovered from a missing installation, and completed OAuth. - Browser: the permissions page showed the authenticated username and the selected private test repository. A real `get_me` call returned the same account. Reading the selected repository passed; reading an unselected private repository failed with 404. - Browser: a second fresh instance completed enrollment and OAuth without a PAT form or unavailable state. Its username and repository list survived reload and refresh. A real get_me call on the final code returned the displayed account. ## Risks - Repository names are now stored in company-scoped grant metadata and shown with that credential. They are display data, not authorization data. - Large selections require more GitHub API calls. A failed later page rejects the refresh rather than reporting a partial list. - Older grants and webhook-invalidated snapshots require Refresh access to load the list. - Cloud profile enablement is separate deployment configuration. This PR does not change OAuth scopes or GitHub App permissions. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and browser tools were used. The exact 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: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
0ffc091473 |
feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents need source control access for repository work > - A shared token cannot preserve the responsible person's identity or an agent's dedicated identity > - GitHub App tokens also need durable refresh, repository access checks, and webhook delivery > - Paperclip already has managed connections, encrypted grants, run secret leases, and merge-confirmation behavior > - This pull request extends those systems with GitHub identities instead of adding a parallel credential system > - The benefit is durable GitHub access with explicit identity, repository, runtime, and webhook boundaries ## Linked Issues or Issue Description No public GitHub issue describes this connection change. This description follows the feature request template. **Subsystem affected** Connected Apps, connection grants, secret resolution, native Git runtime setup, webhook processing, and the Apps UI. **Problem or motivation** Users need to connect GitHub once and let agents use the correct GitHub identity. A run should use a dedicated agent account when one exists. Otherwise, it should use the responsible person's account. The connection must survive token expiry, repository access changes, and temporary instance downtime. **Proposed solution** Add user-owned and agent-owned GitHub grants to the existing connection model. Resolve one identity for MCP, Git, `gh`, health checks, and webhook bindings. Store provider tokens in the existing encrypted secret system. Refresh expiring token pairs under the existing lease and compare-and-swap path. Register signed Cloud webhook bindings and process normalized pull request and installation events through a durable local inbox. **Alternatives considered** An organization-wide GitHub token would lose person and agent attribution. Environment variables alone would bypass the managed connection and grant model. A new GitHub-only credential store would duplicate the existing secret and access systems. GitHub App installation tokens and private-key custody remain outside this first version. **Roadmap alignment** This change implements the Connected Apps direction. It also extends the shipped MCP Tool Gateway, per-agent secret access, and action-attribution systems. It does not add a repository catalog. The open repository catalog work in [#11234](https://github.com/paperclipai/paperclip/pull/11234) is related and complementary. ## What Changed - Added agent-owned connection grants and a per-agent credential policy with company and subject constraints. - Added a managed GitHub App method while keeping the personal access token method as an advanced fallback. - Added durable access-token and refresh-token handling with proactive rotation and one automatic recovery after a provider `401`. - Added GitHub identity and installation summaries without storing repository-name lists. - Added signed Cloud webhook binding, event lease, acknowledgement, local idempotency, pull request merge processing, and installation access handling. - Added one identity resolver for MCP, native Git, `gh`, checkout, health checks, and webhook bindings. - Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a `github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub noreply commit attribution. - Added personal and dedicated-agent setup choices plus identity, repository, continuity, and webhook status in the Apps UI. - Added schema migrations, tests, and connection documentation. ## Verification - The current head is fully green in GitHub CI, including build, typecheck, all serialized/general server shards, all browser shards, policy, canary dry run, review, and security checks. - Live staging proof completed with a non-expiring GitHub App user token, selected-repository installation, repository add/remove refresh, managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit attribution, signed merged-PR webhook acceptance, durable Cloud-to-instance delivery, and installation-access event processing. Temporary branches and temporary repository access were removed afterward. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed before and after the rebase onto `origin/master`. - `pnpm build` passed. - The focused connector suite passed 285 tests after the rebase. - The full stable suite passed 5,790 tests and failed 22 tests across 8 general server files. The failures reproduced as shared-runner environment issues. They included `/tmp` versus `/private/tmp`, closed database connections, and invalid high ephemeral ports. The focused connection tests pass in isolation. ## Risks - Migrations add agent grant subjects and a durable connection-event inbox. Migration numbering and safety checks pass. - A raw GitHub user token enters the agent process for Git and `gh`. Per-tool Ask-first controls cannot limit those shell operations. The UI warns users about this boundary. - GitHub App user tokens can be non-expiring. Paperclip performs a continuity check every 30 days, but provider revocation still requires a reconnect. - The webhook path accepts only signed and bounded payloads. It stores a minimal normalized record and no raw provider payload. - GitHub repository permissions remain authoritative. Removed access can make a cached repository count temporarily stale, but runtime access fails immediately. > 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, tool use, code execution, browser control, and multi-file repository editing. The context window size was not provided. ## 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: Paperclip <noreply@paperclip.ing> |
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Dotta
|
7b094724e6 |
fix(runner): recover native sessions across restarts (#12845)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Paperclip Runner keeps durable run and provider state outside one server process. > - A server restart can leave that runner alive or can interrupt it after a provider checkpoint. > - The old startup path used handoff intent and PID evidence, but it did not reconstruct native ownership. > - That gap could block the issue, create a replacement run, or start duplicate provider work. > - This pull request adds durable same-run recovery for coordinated and uncoordinated restarts. > - The benefit is exact recovery of the run, runner, session, provider, steering, and finalization state. ## Linked Issues or Issue Description Refs #9628. That pull request added earlier local-adapter hot-restart work. This change adds native PRP authority reconstruction and same-run provider resume. Refs #10935. That pull request handles missing hot-restart snapshots. This change also supports hard restarts with no snapshot. Refs #11624. That pull request prevents unsafe retry after an adopted legacy process exits. This change reconciles native terminal evidence before provider recovery. Refs #12070. That pull request improves process liveness checks. This change also binds recovery to a process-start fingerprint and fails closed on ambiguity. **What happened?** The server could record hot-restart intent, but startup did not rebuild native runner ownership. A live runner could not re-register its PRP authority. A dead runner could not resume the exact native and provider session on the same heartbeat run. Generic recovery could then block the issue or create replacement work. **Expected behavior** A live native runner must reconnect with the same PID and logical identities. A dead runner must resume the same durable session and heartbeat run with only a new operating-system PID. A proposed or terminal result must finalize once before any provider turn starts. Ambiguous process or session evidence must stay blocked without a signal or duplicate spawn. **Steps to reproduce** 1. Start a Paperclip Runner heartbeat and wait for an active provider turn. 2. Restart only the Paperclip server, with or without a hot-restart marker. 3. Observe that the old startup path does not reconstruct the native control-plane authority. 4. Kill both the server and runner after a provider checkpoint. 5. Observe that the old path cannot resume the exact native session on the original heartbeat run. **Paperclip version or commit** The defect was reproduced from commit `1991f31fd53e7f7794d5c2e4b93be384ade2b41d`. This branch is rebased onto the current `master`. **Deployment mode** Local development and self-hosted server deployments that use the local Paperclip Runner. ## What Changed - Added correlated hot-restart requests and version-compatible native handoff fields. - Added controller boot identity, process-start identity, controller generation, recovery state, request id, and bounded history to the native finalization ledger. - Added transactional recovery claims for live-runner reattach, dead-runner resume, and incomplete bootstrap. - Added fail-closed ownership takeover rules and process identity validation. - Added live runner adoption to the local runner transport without a duplicate spawn. - Added same-run provider checkpoint resume and legacy retry-row compatibility. - Reconciled proposed and terminal results before runner or provider recovery. - Bound the HTTP and PRP listener before startup recovery and delayed scheduling and generic reapers until classification completes. - Added restart-aware health diagnostics, run-log recovery transitions, durable runner diagnostics, and bounded shutdown finalizer draining. - Moved restart-survivable diagnostics into runner-owned, pre-redacted bounded writes; raw stdout and stderr are never persisted. - Added process-start fencing for controller, runner, and provider PIDs; startup classifies every candidate without an implicit cap. - Added crash-recoverable, contention-safe development restart-request coordination and failed-startup listener cleanup. - Added a credential-free real-process restart suite for eight restart, scale, and identity scenarios. - Documented native restart operation, persistence, diagnostics, and verification. ## Verification - The documented native restart commands passed. They ran eight real-process/database recovery scenarios and the live runner adoption transport test. - Native executor tests passed: 111 tests. - Heartbeat recovery tests passed: 124 tests. - Hot restart, health, and shutdown tests passed: 52 tests. - The broader affected server suite passed: 350 tests. - Focused native recovery and startup tests passed: 49 tests. - Runner transport and control-plane tests passed: 63 tests. - Runner-owned diagnostic tests passed for write-time bounding, credential redaction, private file modes, and raw stream non-persistence. - Development restart coordination tests passed: 11 tests. - Database migration checks and the partial-application/replay regression test passed. - Server, database, and Paperclip Runner typechecks passed. - `git diff --check` passed. - Full Paperclip PR CI passed, including build, canary, all five general server shards, all five serialized server shards, all three browser E2E shards, workspace suites, and release-registry verification. - Greptile completed at 5/5 with no outstanding findings, recommendations, follow-ups, or open review threads. ## Risks - Moderate risk. This changes startup ordering and ownership transfer for active native runs. - The migration adds nullable columns and does not rewrite existing rows. - Recovery fails closed when process or durable session identity is incomplete or contradictory. - The first implementation supports the local Paperclip Runner. Remote targets keep their existing behavior. - The real-process suite covers cleanup and asserts that no runner or provider process survives each test. > 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 runtime did not expose a more specific model revision or context-window size. Repository editing, shell execution, database tests, and real-process test execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My 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 |
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Dotta
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fdf8c8464d |
feat(runner): add managed provider backends (#12699)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Paperclip Runner provides durable, provider-neutral agent execution. > - The current stack supports qualified local providers but omits the managed provider paths from the integration branch. > - Claude Managed Agents and AWS AgentCore need explicit profile qualification, durable recovery, usage accounting, and cleanup controls. > - This pull request adds those managed backends as the third part of the Runner parity stack. > - The benefit is managed execution without weakening the default-off Runner rollout gate. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: Runner, server orchestration, database profiles, CLI, and adapter configuration UI. **Problem or motivation** The current Runner stack cannot select or execute the managed Claude Agents API or AWS Bedrock AgentCore Harness backends. It also lacks qualified profile storage and recovery checks for those remote resources. **Proposed solution** Add qualified managed and remote profiles, API and CLI management, exact provider selection, durable lifecycle handling, cumulative usage accounting, bounded cleanup, and retention acknowledgement. Keep `enableNativeRunner` default-off. **Alternatives considered** A direct copy of the old integration branch was rejected because its provider contracts, model values, credential flow, and migration history no longer match the current base. A single large parity pull request was also rejected because stacked review keeps each subsystem bounded. **Roadmap alignment** This continues the existing Runner architecture and rollout work. It does not introduce a separate execution system. **Additional context** This pull request is based on the merged #12691 and #12685 stack. It also closes the delayed security-review findings reported on #12691 by binding qualified ACPX and OpenCode launch artifacts to the bytes actually executed. A GitHub search for managed agent, AgentCore, and Claude managed work found no duplicate public issue or pull request. ## What Changed - Add Claude Managed Agents and AWS AgentCore provider executors to runnerd. - Add qualified managed and remote profile storage, routes, OpenAPI contracts, CLI commands, and migration 0237. - Validate profile ownership, enabled state, exact qualified revision, model, agent version, and secret binding before persistence and recovery. - Persist durable provider session and owned skill state for restart-safe cleanup. - Reconcile uncertain create responses and delete remote sessions before owned skills. - Track cumulative provider usage and enforce positive session spend caps. - Recover interrupted AgentCore usage at the next turn boundary by charging the prior invocation ceiling exactly once; keep the session gated until an explicit monotonic budget raise. - Isolate AgentCore AWS configuration from host profiles and credential-process/SSO configuration while preserving workload identity. - Require OpenCode 1.18.17 and fixed build-owned provider-pack artifact paths; remove the ambient executable override. - Snapshot and content-verify ACPX and OpenCode commands, scripts, and provider executables before launch. Linux executes sealed inherited descriptors; macOS uses authenticated private snapshots with retry-safe rematerialization at the spawn boundary. - Persist canonical ACPX and OpenCode launch-profile digests, reject drift across fresh recovery, and make recovery failures sticky. - Close and journal unsafe ACPX active-turn recovery before any provider bootstrap or reconnect. - Add managed provider fields to the Runner configuration UI and permission projection. - Preserve the default-off `enableNativeRunner` experimental flag. ## Verification - `pnpm -r typecheck` - `pnpm build` - Focused managed server, database, CLI, Runner TypeScript, Rust, Claude, AgentCore, ACPX, OpenCode, process-supervisor, and durable-recovery tests passed. - `cargo test -p paperclip-runner-core --lib --locked` (160 tests) - `cargo check --workspace --all-targets --locked` - Native Codex integration tests passed (60 tests); native provider tests passed (7 tests); server native-runtime tests passed (87 tests). - Verified-launch replacement, nested-spawn retry, exact-version, profile-drift, sticky-failure, and no-bootstrap active-recovery tests passed. - `git diff --check` - The PR changes 91 files. `pnpm-lock.yaml` is unchanged. The Rust workspace lockfile adds the approved `rustix` dependency used for safe descriptor handling while `#![forbid(unsafe_code)]` remains enabled. ## Risks - The provider APIs can change while they are in beta. Exact qualification and fail-closed recovery checks limit drift. - Remote cleanup can fail after a partial create. Durable ownership inventories and retry-safe deletion preserve recovery state. - Migration 0237 adds profile tables. The generated migration and snapshot pass the repository migration checks. - Managed execution can incur provider cost. Positive default spend caps and explicit retention acknowledgement limit accidental use. - An interrupted AgentCore invocation without final metadata is conservatively charged to its active session ceiling. This can overstate cost, but cannot undercount it; later work requires an explicit budget increase. - Linux qualified launches use sealed memory descriptors. macOS lacks executable-descriptor APIs, so the runner uses owner-only private snapshots and minimizes linked-path lifetime; hostile same-UID processes remain outside the documented local-host trust boundary. - The global Runner feature remains default-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 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 |
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DottaandDev Agent
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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> |
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Dotta
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d387cc0ff0 |
feat(connections): add managed external MCP connectors (#12346)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connection intents need secure provider implementations to complete setup. > - Some providers use managed OAuth or external credential brokers. > - Those tokens must stay out of durable Paperclip state and fail closed when refresh fails. > - This pull request adds managed connector backends and the required storage contract. > - The benefit is safer provider setup with governed credential lifecycles. ## Linked Issues or Issue Description Refs #11965 This is stack 8 of 11. It depends on stack 7 and replaces another reviewable part of #11965. ## What Changed - Add managed Google Workspace and external connector backends. - Add Vercel Connect support without storing provider bearer tokens. - Add replay-safe migration 0232 and its generated snapshot. - Fail closed and clear stale token bindings when organization OAuth refresh needs reauthorization. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 194 tests passed. - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` - `pnpm exec vitest run --project @paperclipai/server server/src/services/remote-url-credentials.test.ts` (5 passed, including URL userinfo vault extraction) ## Risks - Broker metadata errors can block provider setup. - OAuth refresh failure disables the shared organization connection until reauthorization. - Migration 0232 is generated, ordered after 0231, 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 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 |
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DottaandPaperclip
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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> |
||
|
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> |
||
|
Devin Foley
|
8316ceb0b9 |
Add the Better Auth issuer column so signup and sign-in work (#12396)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A self-hosted install in `authenticated` mode signs users in with Better Auth, mounted at `/api/auth` over a hand-written Drizzle `account` table in `packages/db` > - Better Auth 1.7.0 added a required `issuer` field to that `account` model, plus a unique index on `(issuer, accountId)` > - The dependency bump in #11886 changed only `server/package.json` and the lockfile, so the Drizzle table never grew the column > - The Drizzle adapter checks the model against the schema on every write, so `linkAccount` throws and sign-up answers 500 with an empty body; a fresh install cannot create its first user, and an upgraded install locks out every existing user > - This pull request adds the `issuer` column and its unique index, and migrates the column in with a backfill that covers every existing row > - The benefit is that sign-up and sign-in work again, on a new install and after an upgrade ## Linked Issues or Issue Description No existing issue. Describing it inline, following `.github/ISSUE_TEMPLATE/bug_report.yml`. Refs #11886 (the dependency bump that introduced the required field). Refs #12269 (an earlier attempt at this fix; its backfill covers only `provider_id = 'credential'`). **What happened?** Sign-up fails on a self-hosted install. `POST /api/auth/sign-up/email` answers HTTP 500 with a zero-byte body. The server log carries: ``` [Better Auth]: The field "issuer" does not exist in the "account" Drizzle schema. # SERVER_ERROR: [BetterAuthError: The field "issuer" does not exist in the "account" Drizzle schema.] ``` The request writes the `user` row and then fails on the `account` row. The address is stuck after that: a second sign-up answers 422 `USER_ALREADY_EXISTS`, sign-in answers 401, and password reset answers 400 `RESET_PASSWORD_DISABLED` because the account that would hold the password does not exist. An upgraded install is worse. `sign-in/email` matches the credential account on `account.issuer === 'local:credential'`. Rows written before the upgrade have no issuer, so every existing user is locked out. **Expected behavior** `POST /api/auth/sign-up/email` answers 2xx and writes both the `user` row and its credential `account` row. `POST /api/auth/sign-in/email` then answers 2xx and sets a session cookie. An install that upgrades keeps its existing users. **Steps to reproduce** 1. Start a server from `master` with `PAPERCLIP_DEPLOYMENT_MODE=authenticated` against an empty database. 2. `curl -X POST http://127.0.0.1:<port>/api/auth/sign-up/email -H 'Content-Type: application/json' -H 'Origin: http://127.0.0.1:<port>' --data '{"name":"A","email":"a@example.com","password":"a-long-password"}'` 3. The response is HTTP 500 with an empty body. **Paperclip version or commit** `master` at |
||
|
Devin Foley
|
bc1a21564f |
Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling
## Linked Issues or Issue Description
No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.
**What existing behavior does this improve?**
The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.
**Subsystem affected**
Cross-cutting: `ui/`, `server/`, `packages/shared`, `packages/db`.
**Current behavior**
The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.
**Proposed behavior**
The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.
**Reason and benefit**
Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.
**Breaking changes**
The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.
## What Changed
- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.
## Verification
Commands run from the repository root:
- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`
New tests added:
- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.
## Merge with master
`master` moved while this was open, and the merge needed two
resolutions:
- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
`0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
passes.
The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.
## Risks
- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.
## Model Used
Claude (Anthropic), Claude Opus, 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
- [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
|
||
|
Dotta
|
67f9867bc6 |
fix(interactions): deliver question answers durably (#12307)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents can pause a task and ask the user structured questions. > - The answer is durable in the issue interaction, but delivery to the next run is not durable. > - A process restart can therefore leave an answered interaction without a continuation attempt. > - Native runners also need a provider-neutral question contract before the task page can consume native events safely. > - This pull request adds a content-free delivery outbox and an optional native steering seam. > - Direct adapters keep their existing heartbeat continuation path. > - The benefit is reliable answer delivery without changing runtime selection or task-page behavior. ## Linked Issues or Issue Description Refs #12202. This pull request replaces the question-delivery foundation from that stale task-thread pull request. The task-thread projection will follow in a smaller pull request. **What happened?** Question answers were stored in the issue interaction. The server then made one in-memory continuation wake. A server stop between those operations could leave the answer stored but not delivered. The combined native task-thread pull request also made this behavior hard to review separately from UI changes. **Expected behavior** The answer and its delivery receipt must commit in one transaction. The server must retry pending receipts after a restart. Existing direct adapters must keep the current wake path. A native runtime may use the optional steering seam, but this pull request does not enable native steering in production. **Steps to reproduce** 1. Create an `ask_user_questions` interaction. 2. Answer the interaction. 3. Stop the server before the continuation wake completes. 4. Start the server again. 5. On current master, no durable record tells the server to retry the answer delivery. **Paperclip version or commit** Current `master` at `4d82f5eae`. ## What Changed - Add the `issue_question_response_deliveries` table and migration. - Store only routing state, a correlation ID, and a payload digest in the delivery row. The answer remains in the existing interaction result. - Commit an answered interaction and its pending delivery row in one transaction. - Add bounded claims, retry recovery, cumulative terminal state, and content-free activity records. - Keep every built-in direct adapter and external adapter on the existing heartbeat wake path. - Add an optional native steering seam. No production caller supplies that seam in this pull request. - Retain the provider-neutral `paperclip.question_set.v1` presentation on recovered interactions. - Run delivery immediately after an answer and sweep pending rows at startup and on the existing server interval. - Add focused database, service, route, startup, adapter-matrix, digest, and duplicate-delivery tests. ## Compatibility Boundary - This pull request does not change adapter selection. - This pull request does not start runnerd. - This pull request does not create native run records. - Direct adapters never call the native steering seam. - The existing interaction result stays authoritative for answer content. - The migration is additive and does not rewrite existing rows. - This pull request has no UI, dependency, workflow, package-manager, or lockfile changes. - The diff has 19 files. ## Verification - `pnpm exec vitest run server/src/__tests__/question-response-delivery.test.ts server/src/services/issue-thread-interactions.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` — 4 files and 120 tests passed. - `pnpm -r typecheck` — passed for all applicable workspaces. This includes Cargo format and check, protocol drift checks, and migration safety. - `pnpm build` — passed. This includes the Rust release binary, server build, and UI production build. - `git diff --check` — passed. - Secret patterns were not present in the changed text files. - The repository token gates currently report violations from unchanged files on `master`. This pull request does not change those files. ## Risks The main risk is routing a direct-adapter answer into a native session. The service checks the persisted runtime mode, and the adapter matrix proves that all direct adapters use only the existing wake path. The new table is additive. It has foreign keys, unique correlation constraints, bounded attempts, and status checks. Activity records omit question and answer content. ## 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 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 the affected tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have documented the new contracts and compatibility boundary - [x] I have considered and documented compatibility and security 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 |
||
|
DottaandPaperclip
|
4d2af732ae |
feat(runner): add native persistence contracts (#12169)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need durable records so Paperclip can explain results and final status changes. > - The current heartbeat tables support direct adapters, but they do not model native runner evidence. > - The runner transport and server coordinator must share a strict finalization contract before they write production data. > - This pull request adds that contract and its additive database boundary. > - It does not select the Paperclip Runner or change any existing adapter execution path. > - The benefit is a reviewable persistence layer that preserves all current behavior and supports later guarded integration. ## Linked Issues or Issue Description Refs #11962 Refs #12129 ## What Changed - Add native run result, finalization, completion, assessment, status decision, and status effect tables. - Add inert native metadata to heartbeat runs and events. Keep `legacy` as the default runtime mode. - Bind each evidence relationship to one company, issue, run, contract, result, assessment, and decision with composite constraints. - Add a strict `paperclip.native_finalization.v1` shared type and validator. - Preserve database functions, triggers, and the unique indexes required by foreign keys in JavaScript backups. - Add migration, backup, mixed-owner denial, validator, and direct-adapter compatibility tests. - Document the new records and their ownership rules. ## Verification - Run `pnpm -r typecheck`. - Run `pnpm build`. - Run `pnpm db:generate`. The schema output and migration safety checks remain current. - Run `PAPERCLIP_PSQL_PATH=/Applications/Postgres.app/Contents/Versions/latest/bin/psql pnpm exec vitest run packages/shared/src/validators/native-finalization.test.ts packages/db/src/client.test.ts packages/db/src/backup-lib.test.ts server/src/__tests__/heartbeat-workspace-busy.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts`. All 52 tests pass. - The full local `pnpm test:run` run completed 4,688 tests. It found 30 existing macOS test-environment failures. A serial rerun with the canonical `/private/tmp` path reduced those failures to six existing listener-diagnostics and skill-browser cases. None of those suites use files in this change. - The full Linux GitHub Actions matrix passes. This includes all general-server, serialized-server, workspace, browser, build, typecheck, canary, and aggregate verification jobs. - Greptile passes at 5/5. Contributor trust, Superagent, Socket, and Snyk pass with no finding from this change. - Storybook visual regression skips by path because this pull request has no UI or Storybook change. - Confirm that the diff contains 25 files. Confirm that it contains no workflow or `pnpm-lock.yaml` changes. ## Risks - The migration adds tables, columns, indexes, a function, a trigger, and ownership constraints. It does not remove or rename existing data. - Composite foreign keys reject mixed-company, mixed-issue, and mixed-run evidence even when each ID exists. - The status-version trigger runs only when an issue status changes. Backup tests confirm that restore retains this trigger and its dependencies. - Native source identifiers are unique when present. Legacy event rows remain unchanged. - This change does not add a unique run sequence constraint. The later native writer must allocate its sequence atomically before that invariant can be safe. - Existing adapters keep their current execution and finalization paths. New heartbeat runs default to `legacy` mode. > 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 size are not exposed. The model used agentic reasoning, repository tools, code execution, 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> |
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|
cb0009b097 |
fix: preserve recovery retries across restarts (#11817)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The control plane must keep each active issue on a clear execution or recovery path. > - A missing issue disposition can require more than one bounded repair attempt. > - A server restart could lose that repair path or move source ownership to the recovery owner. > - A parked or expired retry could also make the user interface show a false healthy state. > - Concurrent recovery loops must not schedule the same repair attempt twice. > - This pull request keeps retry state durable, makes scheduling atomic, and keeps source ownership stable. > - The benefit is that recovery continues after a restart and operators see the correct state. ## Linked Issues or Issue Description **What happened?** A run that ended without a valid issue disposition could lose its repair path after a server restart. Manager recovery could also change the source owner. In addition, a parked or expired retry could make the issue look healthy when no active work existed. Concurrent reconciliation could also schedule the same repair attempt twice. **Expected behavior** Paperclip must keep bounded source and manager repair attempts across restarts. Recovery ownership must stay separate from source issue ownership. The server and user interface must report only a live retry as active work. Each repair attempt must be scheduled at most once per company. **Steps to reproduce** 1. Start an agent run on an issue. 2. End the run without a valid issue disposition. 3. Let the first repair attempt schedule a retry. 4. Restart the server, let the retry time pass without a live run, or start two reconciliation loops together. 5. Observe that the repair path can stop, the issue can show a false healthy state, or duplicate retries can be created. **Paperclip version or commit** The problem existed on `master` before candidate head `d8e620fe86bade7df18decac332007f5821ae04f`. **Deployment mode** The problem affects self-hosted servers and local builds that use automatic recovery. ## What Changed - Persist bounded source-owner and manager repair lineages with stable fingerprints and retry limits. - Resume incomplete disposition repairs after a server restart. - Keep recovery ownership separate from source issue ownership and enforce source mutation authority. - Project live retry evidence into issue and blocker summaries. - Show recovery owner, return owner, attempt count, and retry state in the board user interface. - Treat expired or parked retries as attention states unless a queued or running attempt exists. - Atomically deduplicate disposition-repair wake requests with a company-scoped partial unique index. - Reuse the winning run when concurrent reconciliation loses the uniqueness race, without duplicate scheduling activity. - Honor disabled on-demand wake policy before recovery scheduling and again before delayed retry promotion. - Keep the new index migration safe for lagging seeded databases that already contain the index. - Add server and user interface tests for recovery, restart, ownership, retry, concurrency, and blocker states. - Update the implementation and execution semantics documents. ## Verification - Focused server recovery and ownership suites: 282 tests passed on the repaired base candidate. - Focused user interface recovery suites: 128 tests passed on the repaired base candidate. - Atomic-deduplication schema and recovery suites: 111 tests passed on the first Greptile repair. - Recovery and scheduled-retry wake-policy suites: 126 tests passed at `d8e620fe86bade7df18decac332007f5821ae04f`. - The exact lagging-source migration-order test passed after the index migration became idempotent: 1 test passed and 62 unrelated tests were skipped. - `@paperclipai/db` and `@paperclipai/server` typechecks passed at the current head. - Migration generation and migration safety checks passed for migration `0226_tan_colossus.sql`. - `pnpm check:token-gates` passed on the repaired base candidate. - `pnpm -r typecheck` passed on the repaired base candidate. - `pnpm build` passed on the repaired base candidate. - `pnpm test:run` passed 4,540 tests on the repaired base candidate. Four fixed-port cases met listeners that already existed on the host. - The two unchanged fixed-port files passed in an isolated network namespace: 129 tests passed and 27 tests were skipped. - Independent Security and QA reviews approved `63c0423aab54c66f2293a20b0fb3f3b013ee3ba8`; exact-head re-review is required after automated checks settle on `d8e620fe86bade7df18decac332007f5821ae04f`. ## Risks - Recovery orchestration affects issue liveness and ownership. The new paths use bounded attempts, stable fingerprints, row locks, authority checks, and database uniqueness. - A conservative attention state can show more warnings when a scheduled retry has no queued or running attempt. It does not hide stopped work. - Migration `0226_tan_colossus.sql` creates a partial unique index on a known-large table. Migrations run transactionally, so `CONCURRENTLY` is unavailable. The matching disposition-repair key namespace is introduced by this release, so deployed databases have no matching rows before the index is added. > 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 from the GPT-5 model family used agentic reasoning, tool use, and code execution. The runtime did not expose the exact model ID or context window. - Anthropic Claude Opus 5 used a 1M context window, tool use, and code execution for part of the user interface repair, as recorded in the commit history. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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Nicky LeachandPaperclip
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e0b64529b3 |
feat(auth): normalize agent login in the sandbox onto one session table and a capability contract (#11730)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Sandbox agents need a safe login path for each supported adapter > - Codex device login and Claude setup-token login used separate session stores and route logic > - Separate stores made session lookup, expiry, and login capability checks harder to keep consistent > - This pull request unifies both flows on one session table and one capability contract > - The benefit is one company-scoped login model with public session identifiers and shared lifecycle rules ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (multiple of the above) **Problem or motivation** Codex and Claude sandbox login used separate session stores and different route paths. This split increased the risk of inconsistent company scoping, session lookup, and cleanup. **Proposed solution** Use `adapter_auth_sessions` for both login flows. Use public session identifiers for API access. Select login behavior from projected adapter capability data. Share the route spine, lease arguments, runner lifecycle, and reaper rules. **Alternatives considered** Keep two session tables and add matching fixes to both routes. This keeps duplicate logic and does not provide one capability contract, so this pull request uses shared infrastructure. **Roadmap alignment** This change supports the shipped Cloud / Sandbox agents milestone in `ROADMAP.md`. ## What Changed - Unify Codex device login and Claude setup-token login on `adapter_auth_sessions`. - Return and look up sessions with company-scoped public session identifiers. - Enforce one active session for each company, owner, and adapter. - Share the login route spine, sandbox lease arguments, runner lifecycle, and missing-auth check. - Add a standalone setup-token reaper with adapter-specific row selection. - Add optional login capability projection for adapters and drive route and UI selection from that data. - Rename the provider flag to `supportsLoginPty` and validate its deprecated alias. - Remove the old Claude setup-token session table and add the required migrations. ## Verification - Server typecheck passed with `tsc`. - Database typecheck passed. - UI typecheck passed with `tsc -b`. - Codex login service and route suites passed. - Setup-token session, route, and reaper suites passed. - Adapter session schema, plugin validator, capability projection, UI render, and Daytona suites passed. - GitHub Actions must confirm the complete CI gate after pull request creation. ## Risks - The migrations remove short-lived in-flight login rows during deployment. A login that spans the migration can continue until its provider lease expires. - The Codex credential store remains company-scoped. A cross-owner credential race remains a documented, board-accepted risk. - API clients that use internal session row identifiers no longer work. The API accepts only public session identifiers. ## Model Used Codex, GPT-5, exact runtime model ID not exposed in this handoff, large context window, reasoning, and repository tool use. The implementing engineer produced the code with AI assistance. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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6b8e42168e |
Add governed secret alias confirmation cards (#11486)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need scoped secret bindings to use external services safely. > - Agents could not request an existing secret under a new config name without an internal secret identifier. > - Existing binding proposals were only visible in Settings and did not create an issue-thread approval path. > - A confirmation card could record acceptance without proving that the binding was created. > - This pull request extends the existing secret proposal system with safe source references and governed issue-thread confirmation cards. > - The benefit is a one-click flow that creates the binding or shows a clear failure without exposing secret material. ## Linked Issues or Issue Description Related prerequisite: #11482. **Subsystem affected** Cross-cutting: server REST APIs, shared interaction contracts, database proposal schema, and issue-thread UI. **Problem or motivation** An agent can need an existing bound secret under a second config name. The agent cannot safely discover the internal secret identifier. The existing proposal is also easy for the operator to miss because it only appears in Settings. A generic confirmation can record acceptance without executing the binding. **Proposed solution** Let an agent create a binding proposal from one of its existing config paths. Mint a server-owned, human-only confirmation card on the checked-out issue. Recheck the operator's target-agent permission under the proposal row lock. Execute the existing proposal transaction after card acceptance. Store an `executed` or `failed` result on the card. Render the complete lifecycle in the issue thread and attention resolver. **Alternatives considered** A new alias subsystem would duplicate proposal quotas, expiry, authorization, and binding synchronization. A text-only issue comment would not provide a governed action or an execution result. An agent-supplied card payload would permit metadata smuggling. This change uses the existing proposal transaction and a server-owned payload instead. **Roadmap alignment** This change extends the completed "Secrets Manager with per-agent access" roadmap item. It preserves scoped bindings and audited resolution. The required GitHub search found no other open duplicate issue or pull request. ## What Changed - Added safe source-config-path binding proposals and preserved user-secret ownership checks. - Added a proposal-to-interaction link and an idempotent database migration. - Minted human-only `request_confirmation` cards with server-owned `secretProposal` metadata. - Rejected agent-supplied governed metadata and agent addressees. - Rechecked `agent_config:update` authority under the proposal lock before execution. - Recorded `executed` or `failed` results and posted a failure comment when no binding was created. - Settled failed accepted proposals atomically and mirrored rejection, withdrawal, and expiry in both directions. - Emitted `secret.binding.created` for new agent binding writes. - Added a dedicated issue-thread card for pending, executed, failed, rejected, withdrawn, and expired states. - Showed only the source label, target agent, config path, skeptical justification, expiry, and safe failure code. - Replaced resolved attention-query entries immediately with the stitched server result. - Added focused server, database, UI, and state-transition tests. - Added Storybook fixtures for every review state and documented the API and agent behavior. ## Verification - `pnpm exec vitest run ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed. - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `pnpm build-storybook` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/db check:migrations` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/secret-proposals-routes.test.ts server/src/__tests__/secrets-routes.test.ts server/src/__tests__/agents-service-secret-bindings.test.ts` — 142 passed. - `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run src/company-secret-proposals-migration.test.ts --silent` — 1 passed. - `pnpm -r typecheck` - `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI AWS-doctor case passes 8/8 with runtime-injected static AWS credential variables unset. - `pnpm build` - `git diff --check origin/master...HEAD` ## Risks - Migration `0221` adds one nullable foreign key and one index. It uses idempotent guards. - The accept route performs a governed write after it records card acceptance. A failed write is visible and settles the proposal as rejected. - Concurrent proposal and card resolution must use proposal-before-interaction lock order. A race test covers direct approval against card rejection. - The new audit event increases activity rows for newly added agent bindings. It does not include secret values or fingerprints. - The card includes only safe proposal metadata. It does not include secret value, fingerprint, version, or internal secret identifiers. - The UI uses the stitched resolution result. Focused tests cover immediate cache replacement and every terminal state. > This work extends an existing completed roadmap capability. The GitHub duplicate search returned no other open related work. ## Model Used - OpenAI Codex with model ID `gpt-5`. The runtime did not expose its context-window size. Reasoning, repository tools, code execution, database integration tests, UI rendering, and GitHub tools 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> |
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Nicky LeachandPaperclip
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c1c46f1e4e |
feat: Claude login on the new-agent page before agent creation (#11347)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Claude local adapter supports subscription login through a sandbox > - The new-agent page must show login before the user creates an agent > - Test results must not expose raw sandbox diagnostics or secret values > - This pull request adds the login UI to both Test lanes and closes the diagnostic boundary > - The branch also adds durable cleanup recovery for failed sandbox teardown > - Reusable sandboxes must retain both their recorded teardown configuration and a valid lifecycle path until destruction succeeds > - The benefit is a usable login flow with fixed public checks, redacted server logs, and recoverable sandbox cleanup ## Linked Issues or Issue Description Related public work: [#9488](https://github.com/paperclipai/paperclip/pull/9488) adds first-class recognition for `CLAUDE_CODE_OAUTH_TOKEN` in headless and remote runs. Related public issue: [#2681](https://github.com/paperclipai/paperclip/issues/2681) requests Claude Code subscription support. This pull request adds the login transport and new-agent UI flow that those changes do not provide. **Subsystem affected:** Claude local adapter, server login probes, sandbox provider setup, cleanup recovery, and the new-agent UI. **Problem or motivation:** The Test lanes did not show the sandbox login panel in all supported cases. Test results also exposed raw probe diagnostics, and JSON escapes could end secret redaction early. **Proposed solution:** Surface the login capability through the bundled provider manifest. Prepare the same probe runtime in the ACP lane. Send diagnostics only to redacted server logs. Keep Test checks on fixed public messages. Normalize login URL hints to allowlisted HTTPS Claude and Anthropic hosts. Consume JSON escapes during redaction. Preserve failed sandbox cleanup state across retries and restarts, and prevent deletion from severing the lifecycle context of a live reusable sandbox. **Alternatives considered:** Keep raw diagnostics in Test checks or trust login URL text from the sandbox. Both choices increase information exposure. Keep separate probe behavior in the ACP lane. That choice would leave the two Test lanes inconsistent. ## What Changed - Surface the sandbox login panel on both Test lanes. - Reconcile the bundled Daytona plugin manifest so `supportsSetupTokenLogin` reaches the UI capability gate. - Prepare the ACP Test lane with the same probe runtime as the CLI Test lane. - Add the `claude_acp_login_probe_unavailable` warning when the ACP probe cannot run. - Send raw sandbox diagnostics only to redacted server logs. - Keep Test checks on fixed public messages in the ACP, managed-config, and CLI paths. - Normalize login URL hints to allowlisted HTTPS Claude and Anthropic hosts. - Redact JSON and escaped-JSON secret values, including escaped quotes and backslashes. - Preserve orphan cleanup records across provider failures, restarts, and unavailable plugins. - Atomically block environment deletion while a live reusable sandbox lease still depends on it. - Verify pending cleanup destroys plugin sandboxes with the provider configuration recorded on the lease, even after the current environment configuration changes. ## Verification - Head under review: `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`. - Focused environment route/service/runtime coverage passes: 196 tests across 3 files. - `pnpm -r typecheck` passes. - `pnpm build` passes. - The full Vitest run completed with 4,754 passing and 28 failing tests. All 23 source-test failures reproduce unchanged on parent head `58cfe61a33191ce03d965d65085d26064b4888ba`; the other 5 are duplicate executions from stale `server/dist` output. The failures are unrelated macOS path/listener and scheduler-fixture failures, so there is no new bad commit for bisect to localize. - All required CI checks pass for the current head, including build, typecheck/release registry, all server and workspace shards, serialized server suites, canary, and e2e. - A fresh Greptile review for `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241` reports 5/5, “safe to merge,” with no blocking failure remaining. ## Risks - A probe or redaction change could hide useful server diagnostics. - An allowlist change could reject a valid Claude login URL. - Cleanup recovery changes could affect provider teardown ordering. - An environment with a live reusable sandbox can no longer be deleted until the owning issue or execution workspace completes teardown. - The implementation keeps public Test messages fixed and sends detail to redacted server logs. ## Model Used OpenAI GPT-5 via Codex — exact model ID: GPT-5; tool use and code execution enabled; extended reasoning enabled. The implementation author used AI-assisted development. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and documented the result - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation or confirmed no separate documentation change is needed - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Dotta
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f4802b1bbc |
feat(runtime-exposure): least-privilege Tailscale HTTPS broker, shared contract, and persisted exposure state (#11524)
<!-- Simplified Technical English (ASD-STE100). --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Paperclip starts and supervises managed runtime services for a project's execution workspaces, so an agent's branch can be previewed while it works > - Those services only listen on plain loopback HTTP. A person on another device, or on a phone, cannot open the preview > - A Tailscale HTTPS mapping solves this, but `tailscale serve` needs host privileges that the Paperclip server process must not hold > - This pull request adds the foundation only: a separate least-privilege host broker, the shared exposure contract, and the database columns that hold exposure state > - Nothing calls the broker yet, so there is no behavior change. The benefit is that the privileged surface is small, reviewable, and isolated before any lifecycle code depends on it ## Linked Issues or Issue Description No public GitHub issue exists. The change follows the feature request template. **Subsystem affected** Managed workspace runtime services, the shared type and validator package, and the database schema. **Problem or motivation** A managed runtime service binds to loopback only. There is no supported way to reach that preview from another device. Adding HTTPS directly to the server would mean the server process runs `tailscale serve`, which needs privileges far wider than the task requires. A compromised or buggy server could then map any port to the tailnet. **Proposed solution** Split the privileged work into a separate broker process with a narrow protocol, and define one shared contract that the server, the UI, the runtime, and the broker all read. Land this foundation first, with no caller, so the privileged code can be reviewed on its own. **Alternatives considered** - Call `tailscale serve` from the server process. This was rejected because it gives the server unrestricted mapping authority. - Use `sudo` for single `tailscale` commands. This was rejected because the argument list is the only guard, and it is easy to widen by accident. - Use a generic reverse proxy. This was rejected because it does not remove the need for a privileged Tailscale mapping step. **Roadmap alignment** This supports the existing managed workspace runtime capability. It adds no new product surface on its own. **Additional context** The broker is the security boundary of the feature, so it is deliberately the first slice. Three later pull requests build on it: the server exposure lifecycle, the runtime lease and recovery integration, and the leased-port mediator. ## What Changed - Add the `@paperclipai/tailscale-https-broker` workspace package. The broker listens on a unix socket, authorizes each peer with `SO_PEERCRED`, and answers a small request protocol. - Restrict what the broker will map. It accepts only same-number HTTPS-to-loopback pairs inside the Paperclip port range, refuses protected ports, and confirms that the loopback port belongs to a Paperclip-owned listener. - Parse every request with a strict JSON reader that rejects duplicate keys, prototype keys, and unknown fields. - Write an append-only audit record for each broker decision. - Add the shared exposure contract in `@paperclipai/shared`: the `RuntimeExposureConfig`, `RuntimeExposureState`, and `RuntimeExposureStatus` types, their zod validators, the app and HMR port rules, and the loopback-bind helpers. - Persist exposure state on `workspace_runtime_services` with the new `exposure` column, plus the server-private `exposure_handle` and `backend_url` columns that are never serialized to API clients. - Add the `execution_workspace_runtime_leases` table that the later lease slice uses. - Extend the runtime read-model test fixture for the three new columns. ## Verification Focused checks, all run on this branch: - `pnpm --filter @paperclipai/tailscale-https-broker test` — 12 files, 82 tests pass. This covers peer credentials, port policy, protected ports, the serve config writer, the strict JSON reader, argv parsing, and the socket server. - `pnpm --filter @paperclipai/tailscale-https-broker typecheck` — clean. - `npx vitest run --root packages/shared src/runtime-exposure src/validators/runtime-exposure.test.ts` — 3 files, 40 tests pass. - `pnpm --filter @paperclipai/db typecheck` — runs `check:migrations` first. Migration numbering and migration safety both pass. - `pnpm --filter @paperclipai/shared typecheck` — clean. - `pnpm --filter @paperclipai/ui typecheck` — clean. - `npx vitest run --root server src/services/workspace-runtime-read-model.test.ts` — 3 tests pass. - `npx tsc --noEmit -p server/tsconfig.json` — 139 errors, which is exactly the count on `master` before this branch. All 139 come from the unbuilt `@paperclipai/plugin-sdk` package. To confirm the exposure state is inert, start a managed runtime service as usual. The new columns stay null and the service behaves as it does today. ## Risks - Migration risk is low. Both migrations only add a table and three nullable columns. No column is backfilled and no existing column changes. The migration safety check passes. - Behavior risk is low. No code path calls the broker in this pull request, and the shared exposure fields are optional. - The broker is privileged, so it is the real risk surface. It is mitigated by peer-credential authorization, a fixed port range, a protected-port deny list, same-number pair enforcement, listener-ownership checks, strict JSON parsing, and an audit trail. Reviewers should read `packages/tailscale-https-broker/src/authorization.ts` and `src/port-policy.ts` closely. - The broker requires a `tailscale` version floor, which its README records. An older host CLI makes the broker refuse to start rather than map incorrectly. - `pnpm-lock.yaml` changes because a new workspace package is added. The diff is the new importer block, plus one duplicate `tinyexec` entry that pnpm removed. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. ## Model Used Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking, with 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 - [ ] 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 |
||
|
DottaandPaperclip
|
10d0555189 |
fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Issue interactions give agents and people a structured decision record. > - Resolver routes used different authorization rules. > - Some routes blocked valid agents, including task watchdogs with normal issue access. > - The API did not show who could resolve a pending interaction. > - This pull request gives every interaction kind one resolver policy evaluator. > - The benefit is a clear decision path with consistent governance and company isolation. ## Linked Issues or Issue Description Fixes: #8087 Refs: #7403 Related PR: #11082 proposes board-only confirmation rules. This change keeps human-only review as an explicit policy. **What happened?** Agents could create issue interactions. Some resolver routes still required board access. This left valid agent confirmations pending. Task watchdogs could see the same problem without board identity. **Expected behavior** Every interaction kind must use one resolver policy contract. The contract must support `anyone`, `not_creator`, and `human_only`. It must also apply all normal governance controls. **Steps to reproduce** 1. Create a `request_confirmation` interaction as an agent. 2. Resolve it with another authorized agent. 3. Observe the board-only denial. **Paperclip version or commit** The problem exists on `master` before this change. **Deployment mode** Local development with `pnpm dev`. ## What Changed - Add canonical policies for `anyone`, `not_creator`, and `human_only`. - Use one server evaluator for every interaction kind. - Apply named addressees, company limits, review rules, and task watchdog scope. - Charge cross-issue resolutions to the existing per-run action limit. - Return the effective resolver audience in attention and interaction data. - Show the audience, governance choices, and denial reasons in the board UI. - Add telemetry, API documents, product documents, and regression fixtures. - Add migration provenance for safe legacy behavior. - Make migration `0218` safe for complete replays and partial prior runs. ## Product Rules - An interaction records a response. It does not grant authority for the next action. - `anyone` lets any authorized issue participant respond. - `not_creator` requires a responder other than the interaction creator. - `human_only` requires an authorized person. - A named addressee, company policy, or governed action can narrow the audience. - These controls cannot widen the audience. - A task watchdog uses the same rules as an ordinary agent. - A task watchdog does not receive board authority. - An agent resolution on another issue uses the shared cross-issue action limit. - Legacy pending interactions keep their earlier restrictions. - The UI shows the effective audience and a permanent denial reason. ## Verification - `pnpm --filter @paperclipai/db check:migrations` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts` - The focused PostgreSQL test applies migration `0218` twice. - The test also completes a partial prior run and preserves existing provenance. - The latest GitHub head has 29 successful checks. - The opt-in Storybook visual check skipped as expected. - Greptile reports 5/5 with no open comments. ## Risks - New interaction writes use `anyone` by default. - Callers must select `not_creator` or `human_only` when they need stricter review. - Legacy pending interactions keep the old creator and human restrictions. - Migration `0218` fills only missing provenance fields during recovery. - Cross-issue resolutions can reach the existing action limit. - The shared evaluator affects every interaction kind. - Route, service, database, shared contract, and UI tests cover these rules. > This work matches the Agent Reviews and Approvals direction in `ROADMAP.md`. It does not duplicate a planned item. ## Model Used OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID or context window. The agent used reasoning, repository tools, shell commands, 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 linked public issues or described the issue with the required labels - [x] I have not referenced internal Paperclip issues or links - [x] My branch name describes the change and 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 updated relevant documentation - [x] I have considered and documented the risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open comments - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Nicky LeachandPaperclip
|
44694328a3 |
fix(issues): make DELETE /api/issues/:id succeed for issues with dependents (#11331)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server provides issue APIs and the database stores issue child rows > - The issue delete endpoint removes the parent issue before dependent rows > - Several issue foreign keys had no delete policy, so PostgreSQL returned a foreign-key error > - This pull request adds safe cascade and set-null policies and a clear conflict response > - The benefit is reliable issue deletion with a useful error when a restricted audit row still blocks deletion ## Linked Issues or Issue Description Fixes #7728 Fixes #4660 Fixes #7991 Fixes #4627 Fixes #5086 **What happened?** `DELETE /api/issues/:id` returned HTTP 500 when dependent comments, thread interactions, read states, inbox archives, feedback votes, or ledger rows referenced the issue. The database raised SQLSTATE 23503 because several foreign keys had no delete policy. **Expected behavior** The endpoint must remove dependent rows that have no meaning without the issue. It must keep ledger rows with a null issue reference. It must return HTTP 409 when a restricted decision audit row still references the issue. **Steps to reproduce** 1. Create an issue. 2. Add a comment or thread interaction that references the issue. 3. Send `DELETE /api/issues/:id`. 4. Observe the HTTP 500 response. **Paperclip version or commit** Commit `1f8f456f8340823fe2bd891ae8933d942f190b7b`. **Deployment mode** Local dev with embedded PGlite or external PostgreSQL. ## What Changed - Add `CASCADE` to five issue child foreign keys. - Add `SET NULL` to the finance and cost event issue foreign keys. - Keep decision audit references restricted. - Map SQLSTATE 23503 from the issue delete service to HTTP 409. - Add migration 0217 for the seven changed tables. - Add regression tests for cascade deletion and restricted decision references. ## Verification - Run `pnpm --filter @paperclipai/db typecheck`. - Run `pnpm --filter @paperclipai/server typecheck`. - Run `npx vitest run src/__tests__/issue-remove-cascade.test.ts` from `server/`. - The regression test applies migration 0217 to a fresh embedded PostgreSQL database. ## Risks - Migration 0217 changes only seven foreign keys that reference `issues.id`. - Cascade deletion removes child rows that cannot exist without the parent issue. - Set-null preserves finance and cost ledger rows. - Decision audit rows remain protected, so the endpoint can return HTTP 409. ## Model Used Codex, based on GPT-5, with tool use and code-review support. The implementation author used an AI coding agent. This PR handoff uses the same model family to validate the commit and manage the pull request. ## 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
f0e6c0f549 |
feat(server): receive and apply the Paperclip Cloud onboarding seed (#11098)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud provisions a dedicated tenant stack for each
customer. During signup it asks for a mission, a name and role for the
first agent, and a first task.
> - Cloud pushes those answers into the new stack at activation, as
`POST /api/companies/:companyId/onboarding-seed`.
> - No route served that path. The tenant answered 404, so Cloud
recorded the push as unacknowledged and retried on every portfolio
fetch.
> - The failure was soft. The answers stayed durable in Cloud and the
stack still activated. But the stack opened on the empty first-run
wizard, and it asked the customer again for what they had already given.
> - This pull request adds the receiving endpoint. It validates the
seed, applies it, and acknowledges it.
> - The benefit is that a seeded stack opens with the mission, the agent
and the first task already in place.
## Linked Issues or Issue Description
No public GitHub issue covers this. The problem is described in-PR,
following the feature template.
**Subsystem affected**
server/ — Express REST API and orchestration services. Also
`packages/db` (one new table) and `packages/shared` (one new validator).
**Problem or motivation**
Paperclip Cloud collects onboarding answers at signup and pushes them to
the tenant stack at activation. The tenant had no route for that
request. It answered 404. Cloud treats a non-2xx as "not yet applied",
so it kept the answers and retried, but the stack itself stayed
unseeded. A customer who had already named their mission, their first
agent and their first task arrived at an empty first-run wizard that
asked for all three again.
**Proposed solution**
Serve `POST /api/companies/:companyId/onboarding-seed`. Validate the
body, apply it to the company, then acknowledge it.
The seed is customer free text, so it is bounded and validated in
`packages/shared` and read from the JSON body only. It is never read
from an `x-paperclip-cloud-*` header. That header set is the trusted
identity envelope: every member is derived server-side from the host
plus verified domain records, and that is exactly what makes it
trustworthy. Mixing user content into it would remove the property. A
test plants a mission on a cloud header and asserts that the body value
wins.
Application reuses the shapes the first-run wizard already produces, so
a seeded stack and a manually onboarded one look the same afterwards:
- The mission becomes the company-level goal. A multi-line mission
splits into a title and a description, as the wizard does.
- The agent becomes the company's first hire. Its free-text role ("Chief
of Staff") lands on `title`. The structural `role` stays `ceo`, which is
what the org chart and the default-instructions lookup read.
- The first task becomes an issue in the Onboarding project, assigned to
that agent.
Cloud retries until it gets a 2xx, and it reads any 2xx as "the tenant
holds this content". So the endpoint is idempotent per `revision`. A new
`company_onboarding_seeds` table records the applied revision together
with the goal, the agent and the issue it produced. A replay of a
revision that already matches is a successful no-op. A later revision —
the customer edited their answers — updates those three rows in place
instead of creating a second agent and a second task. The record is
written last, after every other write has landed, so a partial
application cannot present itself as acknowledged.
Everything is applied before the 200 is sent. This is an ordering
guarantee, not eventual consistency. The tests read the database
immediately after the response, with no waiting and no polling, so a
lazy receiver fails them on a fast machine as well as a slow one. That
matters because the redirect into the tenant dashboard is gated on this
acknowledgement.
**Alternatives considered**
Store the seed and let the tenant UI apply it on first load. Rejected:
the dashboard redirect is gated on the acknowledgement, so a background
apply would let the dashboard open before the agent and the task exist.
The whole point is that it must not.
Reuse `POST /companies/:companyId/agents` and `POST
/companies/:companyId/issues` over HTTP from Cloud. Rejected: it needs
three round trips with no shared idempotency key, and it moves the "did
all of it land?" decision to the caller.
**Roadmap alignment**
This completes an existing Cloud-to-tenant contract. It does not add a
new user-facing surface.
## What Changed
- Add `POST /api/companies/:companyId/onboarding-seed` in
`server/src/routes/onboarding-seed.ts`. It authenticates exactly as
`POST /api/companies/:companyId/logo` does, through
`assertCompanyAccess`.
- Add `server/src/services/onboarding-seed.ts`. It applies the mission,
the agent and the first task, and records the applied revision last.
- Add the `company_onboarding_seeds` table: schema, migration `0216`,
and journal entry. It holds the applied revision and the ids of the
goal, agent and issue the seed produced.
- Add `applyOnboardingSeedSchema` in `packages/shared`. It bounds
mission to 2000, agent name to 80, agent role to 120, task title to 200,
and task details to 2000 — the same limits Cloud enforces before it
sends.
- Mount the router in `server/src/app.ts` and register the path in the
OpenAPI document.
- Add `server/src/__tests__/onboarding-seed-route.test.ts` with 13
tests.
- The seeded agent is created on `claude_local`. This mirrors the
teams-catalog default for agents created server-side, where no human
runs an environment test first. `PAPERCLIP_ONBOARDING_SEED_ADAPTER_TYPE`
overrides it.
## Verification
```sh
pnpm typecheck # whole workspace, passes
npx vitest run \
server/src/__tests__/onboarding-seed-route.test.ts \
server/src/__tests__/openapi-routes.test.ts # 15 passed
```
The suite runs against embedded Postgres with migrations applied, so
migration `0216` is exercised by every test.
The route tests cover:
- the happy path — mission, agent and task all applied, read immediately
after the 200
- replay of the same revision — no second agent, no second task, no
second goal, no second project
- a later revision — the goal, agent and task are updated in place
- a multi-line mission splitting into a goal title and description
- a revision-only seed
- the activity log entry written once, and not again on a replay
- a caller without access to the company — 403, and nothing written
- a body with no revision — 400
- each field bound past its limit — 400
- a mission planted on an `x-paperclip-cloud-*` header — ignored, body
wins
- an existing Onboarding project — reused, not duplicated
Not verified here: the full Cloud-to-tenant walk against a live stack.
That needs a deployed Cloud and a provisioned tenant together, which is
separate staging work.
## Risks
Migration `0216` creates one new table. It adds no column to an existing
table, rewrites nothing, and backfills nothing, so it is safe to apply
online. The migration safety check passes.
The endpoint writes to a company. Access is enforced by
`assertCompanyAccess`, the same gate the company logo write uses, and a
test covers the denial.
Behavioral note for stacks that already hold data. If a company already
has a non-built-in `ceo` agent, a first seed updates that agent's name
and title rather than creating a second lead. Likewise a seed adopts an
existing company-level goal rather than adding a parallel one. This is
deliberate: the seed is the customer's own stated answer from signup,
and two competing missions or two leads would be worse than one updated
in place. In the intended case — a stack that Cloud has just activated —
none of these exist yet.
The seeded agent is created on `claude_local` with an empty adapter
config. It is idle and needs the usual credential setup before it runs.
Seeding it does not start it.
## Update — rebased onto master + review hardening
Master moved on after this PR was cut, so it was **rebased onto
`master`** and
the seed migration was **renumbered from `0212` to `0216`** (the merged
#11101
took `0212_onboarding_first_task_unique`); the drizzle journal was
re-stitched
and `check:migrations` passes.
Two things landed on top of the original receiver:
- **Mission-only walk contract (PAP-67 r17.4).** The tenant now owns the
first
agent and the first task via #11101's server-owned onboarding path,
which
stamps `ONBOARDING_FIRST_TASK_ORIGIN_KIND` and races safely on the
partial
unique index `issues_onboarding_first_task_uq`. A comment in the apply
path
documents why this receiver leaves the first task to that path on the
cloud
walk, and a paperclip-cloud `node:test`
(`src/onboarding/walk-seed.test.ts`)
asserts the walk's seed carries no `agent`/`firstTask`. The receiver
retains
the agent/first-task code for its documented body contract, kept inert
on the
cloud path by the mission-only seed.
- **Three Greptile P1 fixes** (`95622fa37`): concurrent application is
now
serialized under a per-company `pg_advisory_xact_lock` (no duplicate
goal/agent/project/task on overlapping pushes); a revised first task
carries
its resolved `assigneeAgentId`/`goalId`; and the
`company.onboarding_seed_applied`
audit write is best-effort so a logging failure can't leave the entry
permanently absent. Two new regression tests cover the first two.
## Model Used
Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking,
with tool use and code execution. Used for the original codebase
investigation, the implementation, and the tests. The rebase, migration
renumber, mission-only contract, and the three P1 fixes were done with
Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
|
||
|
Nicky LeachandPaperclip
|
e5a7fd7038 |
Add sandbox device-login for the Codex adapter (#11237)
## Thinking Path > - Paperclip helps people manage AI agents for work. > - Agent adapters connect Paperclip to tools such as the Codex command line tool. > - A sandboxed Codex agent may start without a credential. > - The operator needs a safe sign-in flow that does not expose credentials to the shared package or the sandbox. > - This pull request adds a company-scoped device-login flow with a temporary Daytona sandbox. > - The flow promotes the credential only after readiness checks pass and removes the temporary sandbox after use. > - The result lets an operator sign in to a sandboxed Codex agent from the agent form. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (multiple of the above) **Problem or motivation** A Codex adapter that runs in a sandbox cannot authenticate when the company has no pre-provisioned Codex credential. **Proposed solution** Add a company-scoped device-login session. Start a temporary sandbox, run `codex login --device-auth`, stream the code and URL, verify readiness, promote the credential, and delete the sandbox. **Alternatives considered** Pre-provisioning a credential does not support first-time sandbox login. Keeping the credential in the login sandbox does not provide a durable company credential. **Roadmap alignment** This supports the roadmap item for cloud and sandbox agents. **Additional context** The flow uses a five-minute cleanup reaper, compare-and-set status changes, and a PostgreSQL advisory lock to protect promotion and cleanup. ## What Changed - Add the adapter login-session contract, database table, and migration. - Add company-scoped server routes and a service for sandbox device login. - Add credential promotion, readiness checks, and cleanup after login. - Add restart-safe cleanup for abandoned login sandboxes. - Add sandbox login controls to the agent creation and edit forms. - Keep device-login and vendor identifiers out of public shared and adapter UI symbols. ## Verification - `pnpm --filter @paperclipai/adapter-codex-local exec vitest run` passed with 310 tests at the submitted commit. - The server login route, service, and reaper tests passed with 45 tests at the submitted commit. - The agent form render tests passed with 26 tests at the submitted commit. - The public-symbol leak check passed at the submitted commit. - A live Daytona sign-in flow still requires confirmation by a user with a live sandbox. ## Risks The migration adds a new company-scoped table. A promotion or cleanup race could remove a credential or leave a sandbox active, so the service uses claims, compare-and-set transitions, and an advisory lock. The live Daytona flow needs operator confirmation because local tests do not provide a real browser sign-in. ## Model Used OpenAI Codex, GPT-5, tool use and code execution, extended reasoning. ## 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> |
||
|
Devin Foley
|
23a1b025c2 |
feat(server): chunked resumable company import transfers (#11223)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company import moves large packages into an instance, and since the upload cap rose to 1 GB, the transport is the weak point: one HTTP request, buffered fully in memory, with no resume > - A dropped connection at 90% of an 800 MB upload starts the whole transfer over, and a server restart loses all progress > - This pull request adds the server side of chunked resumable import transfers: a durable run ledger and routes that accept the same import zip as verified ~32 MB parts spooled to disk > - An interrupted transfer resumes from the parts already uploaded — across dropped connections, page refreshes, and server restarts — and peak upload memory drops from the whole package to one part > - The benefit is that large imports become reliable on real-world connections instead of all-or-nothing ## Linked Issues or Issue Description **What happened?** Large company imports travel as a single HTTP upload. On a slow or flaky connection, any interruption discards all progress and the upload restarts from zero. The server buffers the entire compressed package in memory during upload. A server restart mid-upload loses the transfer entirely. With the upload cap now at 1 GB, these failure modes govern exactly the imports the cap was raised for. **Expected behavior** A large import upload survives interruptions: already-transferred data is kept and verified, only the missing remainder is re-sent, and the server's memory use during upload is bounded by a part, not the package. **Steps to reproduce** 1. Import a multi-hundred-MB company package over a connection that drops mid-upload. 2. The upload fails; retrying starts from byte zero. 3. Repeat on an unstable connection and the import may never complete. ## What Changed - New `company_transfer_runs` table (drizzle schema + migration) and `companyTransferRunService`: one row per transfer with a content-derived idempotency key, per-part completion recorded atomically and idempotently, resume scoped to actor and direction, completed runs short-circuiting retries of identical content. - New transfer routes beside the existing import routes, same authorization: declare a sliced zip (`POST /import/transfers` — validates cap, 64 MB part ceiling, contiguity, size sums, sha256 format), upload parts (`PUT .../parts/:n` — raw body, hash-and-size verified before an atomic write to a disk spool under the instance root; re-uploads are no-op successes), poll resume state (`GET .../:id` — missing parts recomputed from disk), and apply (`POST .../:id/apply` — requires all parts, re-verifies the assembled zip against the whole-file hash fail-closed, then feeds the existing import pipeline through factored helpers rather than duplicated logic). - Hourly sweep fails and cleans spools idle for 24 h; a swept transfer honestly reports all parts missing on resume. - Strict UUID gating on run ids before any filesystem path construction. - The existing single-shot upload path is untouched; clients arrive in the follow-up PR. ## Verification - Transfer route suite (embedded Postgres): create/upload/status/apply round-trip with a real imported company, out-of-order parts, wrong-hash part rejected and unrecorded, re-upload no-op, apply-with-missing-parts rejection, resume after failure with prior progress intact, assembled-hash mismatch failing closed with spool deletion, actor scoping 404s, async-job apply, sweep followed by honest resume. - Ledger suite (embedded Postgres): part idempotency, actor/direction scoping, completed-run short-circuit, cancelled runs staying cancelled. - Existing portability route suite unchanged and green; server + db typechecks clean. Exact counts in the PR checks. ## Risks - New routes are additive; the existing import path is untouched. The transfer routes carry the same board authorization as the import routes they sit beside. - Disk spool: bounded by the existing upload cap per transfer, cleaned on success, failure, hash mismatch, and by the 24 h sweep. Spool paths are strict-UUID-gated. - The apply step still materializes the assembled zip in memory once (same profile as today's single-shot import at apply time); upload-time memory drops to one part. - Known limitation, deliberate: transfers are keyed on content alone, so identical package content cannot be imported twice without re-exporting (surfaced explicitly to the caller). Acceptable for v1; noted for review. ## Model Used - Claude Fable 5 (`claude-fable-5`) via Claude Code CLI, with extended thinking and tool use (multi-agent implementation with independent 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 - [ ] 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 |
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scotttong
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815e49bb7c | feat: make chat-style tasks the default experience (#11101) | ||
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DottaandPaperclip
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0a511ed1b0 |
feat(apps): support multiple provider connections (#11060)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 **Subsystem affected** Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. **Problem or motivation** The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. **Proposed solution** Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. **Alternatives considered** The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. **Roadmap alignment** This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > 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 the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandClaude Fable 5
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52b8741b8e |
perf(server): cut steady-state DB hot paths in dashboard, attention, and productivity sweeps (#10992)
<!-- ASD-STE100 --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server keeps fleet health with periodic sweeps and shows a dashboard with run activity > - The Paperclip instance became slow again after the first round of recovery-sweep indexes landed > - Live profiling found four steady-state hot paths that read much more data than they use > - This pull request bounds the dashboard recursion, adds the missing taskKey index, and narrows two wide reads > - The benefit is a large drop in constant database load and a responsive server ## Linked Issues or Issue Description **Describe the bug** The server becomes slow while agents work. Live query sampling shows four hot paths: 1. The dashboard run-activity recursive CTE reads every run a company ever had on each call. One call takes 2.85 seconds. The UI calls it after almost every fleet event through the dashboard and sidebar-badges routes. 2. The productivity-review sweep runs each 30 seconds. Its run-scope filter is `issueId OR taskId OR taskKey` on the run context JSONB. No index exists for `taskKey`. The planner must detoast every run snapshot for the agent. One query takes 444 ms and the sweep makes one for each of ~152 candidate issues. 3. The attention failed-run section selects the full `context_snapshot` for every run newer than the oldest exhausted run. That fetch moves 29 MB for each feed build. 4. The retention sweep pages the attention feed with a cursor. Each page makes a full feed rebuild. **Expected behavior** Periodic sweeps and dashboard queries read only the data they use, and use indexes. **Actual behavior** The database stays saturated. Users see a slow server. ## What Changed - `server/src/services/dashboard.ts`: bound both arms of the `recovered_runs` recursive CTE to the chart window. A retry is always newer than the run it retries, so the bound cannot change visible chart data. Live time went from 2,852 ms to 54 ms. - `packages/db/src/migrations/0210_heartbeat_context_taskkey_index.sql`: add the `taskKey` expression index that completes the issueId/taskId/taskKey trio. With all three, the planner uses a BitmapOr. Live time for the productivity run-scope query went from 444 ms to 1.9 ms. - `packages/db/src/schema/heartbeat_runs.ts`: mirror the new index in the Drizzle schema. - `server/src/services/productivity-review.ts`: select only the seven run fields the evidence code reads. Before, the query pulled full rows with `result_json` (up to 43 kB per row, 100 rows per issue). - `server/src/services/attention.ts`: project `issueId`/`taskId` text fields instead of the full `context_snapshot` in the failed-run newer-runs query (29 MB per feed build before). - `server/src/index.ts`: the retention sweep now builds the attention feed once per company with `all: true` instead of one full rebuild per cursor page. - `packages/db/src/heartbeat-context-snapshot-index-migration.test.ts`: cover the new index and re-run migration 0210 statements to prove idempotency. ## Verification - `pnpm --filter @paperclipai/db typecheck` (includes migration numbering and safety checks) — pass. - `npx tsc --noEmit` in `server/` — pass. - `npx vitest run packages/db/src/heartbeat-context-snapshot-index-migration.test.ts` — pass (embedded Postgres, full migration chain, planner assertions, idempotent re-run of 0209 and 0210). - `npx vitest run` on attention, dashboard, productivity-review, decision-retention, issue-blocker-attention, and issue-review-attention test files — 72/72 pass. - Live EXPLAIN ANALYZE before/after numbers are in the What Changed list. ## Risks - Migration 0210 builds one btree index without CONCURRENTLY inside the transactional migration runner. The table is not in the large-table bucket. The 0209 twin built in seconds on a 100k-row live table. - The CTE bound excludes retry ancestors that are older than the chart window. Those rows are not visible to the chart query, so chart output does not change. - The attention projection changes JSONB scalar handling in one edge case: a non-string `issueId`/`taskId` value now casts to text instead of reading as absent. These keys are always strings in practice. - The retention sweep now holds one full feed in memory per company. The cursor loop already accumulated all pages into one array, so peak memory is unchanged. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic, Mythos-class tier, extended thinking + tool use) via Paperclip agent runtime. - [x] I searched existing PRs and issues and this change is not a duplicate. Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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e591e75b8c |
perf(db): index context_snapshot/payload issueId lookups used by recovery sweeps (#10969)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server runs a recovery sweep every 30 seconds. The sweep makes
sure assigned issues do not stall.
> - The sweep reads the latest heartbeat run for each candidate issue.
It filters `heartbeat_runs` on `context_snapshot ->> 'issueId'`. No
index covers this expression.
> - Each lookup scans ~26k rows and detoasts each row's JSONB context
(~645 ms per query, measured with EXPLAIN ANALYZE). With ~460 candidate
issues, one sweep schedules ~500 seconds of database work every 30
seconds.
> - The database saturates. Users see the whole server as slow.
> - This pull request adds expression indexes so these lookups become
index scans.
> - The benefit is that the recovery sweep drops from ~500 seconds of
database work per tick to milliseconds, and the server becomes
responsive again.
## Linked Issues or Issue Description
**What happened?**
The server became slow for all users. `pg_stat_activity` sampling showed
the same two recovery-sweep queries active continuously (15/15 samples).
Each `getLatestIssueRun` call filtered `heartbeat_runs` on the unindexed
expression `context_snapshot ->> 'issueId'`, scanned ~26k rows, and
detoasted a 2.1 GB TOAST region. `heartbeat_runs` accumulated 10.8
billion sequential tuples read. `hasActiveExecutionPath` also scanned
`agent_wakeup_requests` (1.8M rows) on the unindexed expression `payload
->> 'issueId'`.
**Expected behavior**
Per-issue run lookups in the recovery sweep complete in milliseconds.
The sweep finishes well inside its 30-second interval. Background
maintenance does not degrade interactive latency.
**Steps to reproduce**
1. Run a board with several hundred issues in `todo` / `in_progress` /
`in_review` and a large `heartbeat_runs` table with big
`context_snapshot` payloads.
2. Let the heartbeat scheduler run its 30-second recovery sweep.
3. Observe `pg_stat_activity`: the per-issue `heartbeat_runs` lookups
run continuously; `EXPLAIN ANALYZE` shows a filter on `context_snapshot
->> 'issueId'` removing tens of thousands of rows per call.
**Paperclip version or commit**
master (
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DottaandPaperclip
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f554d67377 |
fix(server): add explicit review verdict policies (#10931)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Issues use `in_review` to request a final decision from an authorized writer > - The server rejected an assignee agent that tried to close its own review, even when the issue had no independent-review rule > - This rejection stopped the default agent workflow and did not represent the configured execution-stage rules > - Paperclip needs an open default and explicit issue-level constraints for teams that require an independent or human verdict > - This pull request removes the unconditional rejection and adds `anyone`, `not_creator`, and `human_only` review policies > - The benefit is a working default path with opt-in, authenticated verdict controls ## Linked Issues or Issue Description Refs #10635, #4429, and #10671. The related public work covers execution-stage independence, self-approval fallback behavior, and durable review paths. This change is distinct. It controls who can resolve an issue review verdict. It keeps configured execution stages active. ## What Changed - Added a nullable `review_policy` issue column. Null has the same meaning as `anyone`. The migration does not backfill existing issues. - Added shared create, update, response, and compact issue contracts for `anyone`, `not_creator`, and `human_only`. - Removed the unconditional agent self-approval rejection for `in_review` issues. - Added one reusable verdict-actor check for terminal status changes and pending interaction accept or reject actions. - Used the authenticated principal type for `human_only`. Agent keys and run tokens remain agent principals. - Used the latest transition into `in_review` to identify the requester for `not_creator`. - Added actionable 403 responses that name the policy, the allowed actor, and the next step. - Kept the configured execution-stage transition and signoff behavior. - Added focused contract, helper, status-route, interaction-route, and execution-stage regression tests. - Updated the implementation specification for the new issue field. ## Verification - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-review-policy.test.ts server/src/__tests__/issue-stalled-review-decision-routes.test.ts --reporter=dot` passed: 42 tests. - `pnpm --filter @paperclipai/shared typecheck` passed. - `pnpm --filter @paperclipai/db typecheck` passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/server typecheck` passed. - `pnpm run typecheck:build-gaps` passed across server, CLI, plugin SDK/examples, plugin wiki, and UI. - `git diff --check origin/master...HEAD` passed. - SecurityEngineer review approved the authenticated-principal checks and accepted policy-relaxation tradeoff with no required changes. - Greptile reviewed the latest head at 5/5 with zero inline comments or follow-ups. - The latest-head GitHub rollup passed build, typecheck, server/workspace tests, serialized suites, canary, e2e, and external security checks. ## Risks - The migration adds one nullable text column. It has no default and no backfill. - `not_creator` reads the latest recorded transition into `in_review`. It denies the verdict when it cannot identify the requester. - Agents can change or relax `reviewPolicy` when they have issue write access. This is intentional for this issue-level control. - Null and `anyone` do not add a database query to the verdict path. - Configured execution-stage checks still run after the issue-level policy check. > This work aligns with the completed "Agent Reviews and Approvals" and "Enforced Outcomes" roadmap items. It does not add a new roadmap capability. ## Model Used - OpenAI Codex, GPT-5. The exact deployment ID and context-window size are not exposed to the agent. The run used reasoning, repository tools, code execution, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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e43f187cad |
feat(secrets): add human-approved secret proposals (#9934)
## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies. > - Agents can encounter credentials during work. > - Directly creating live secrets or bindings would bypass human governance. > - Proposal records must remain inert and separate from live secret resolution until an authorized human approves them. > - Approval must reuse the existing secret-create and protected agent-config write paths. > - This pull request adds the propose, review, approve, and reject lifecycle. > - The benefit is that agents can safely hand credentials into Paperclip without exposing plaintext or gaining authority to activate them. ## Linked Issues or Issue Description Follow-on to #9921, which established run-bound agent secret access. **Problem / motivation:** Agents can receive credentials during work. There is no governed way for them to propose a credential or binding without exposing plaintext in work artifacts or immediately creating live access. **Proposed solution:** Store agent-authored proposals outside live secret tables. Encrypt each proposed value and register exact-value redaction when Paperclip receives it. Require an authorized human to approve or reject each proposal. Approval executes through the normal write paths as the human approver. Binding proposals can target only the proposer or its downward reporting chain under the restrictive V1 policy. **Alternatives considered:** We rejected live secrets with a `proposed` status. That design would put untrusted rows in resolver, list, and sync paths. It would also allow uniqueness squatting. We rejected direct agent binding writes because a binding is an agent-config write and must keep the existing human permission gate. **Roadmap alignment:** This change extends the run-bound agent secret-access foundation in #9921 with a governed proposal workflow. ## Security Verdict Q0 SecEng verdict: **PASS-with-required-changes**. The review accepted the separate proposal-table design and required the implementation to: - fail closed unless both encryption and exact-value run redaction registration succeed; - scrub ciphertext idempotently on reject, withdraw, and expiry, with audit-visible state; - treat agent justification as hostile input and foreground action, target, provenance, and approver permissions; - snapshot and re-check the target agent plus reports-to chain at approval to prevent org-chart laundering; - make cascade approval atomic and fail closed if either secret creation or binding authorization fails; - deny low-trust, `skill_test`, `task_bridge`, and non-run-bound sources consistently; and - execute approval through the normal human secret/config write paths, including protected-change gates. Those requirements are implemented and covered by focused service, route, and UI tests. Residual V1 risk remains the accepted 14-day encrypted retention window. Proposal-time redaction also cannot clean a value that leaked before the propose call. ## What Changed - Added `company_secret_proposals`, migration `0207`, shared proposal contracts, and a state-machine service for create, approve, reject, withdraw, cascade, expiry, and ciphertext scrubbing. - Added run-bound agent proposal routes and board review routes. The routes derive provenance from authentication and enforce source restrictions, company isolation, chain-of-command checks, approval-as-approver, wake-on-resolution, and dual audit trails. - Added durable per-run exact-value redaction registration so proposal values remain redacted on later read surfaces. - Added the Secrets **Proposals** tab and agent configuration **Proposed access** rows. The UI shows fingerprint and length only. It also frames agent justification as untrusted input, runs permission preflight, supports approve and reject actions, and confirms cascades. - Updated OpenAPI, agent skill guidance, API reference documentation, and focused server and UI regression coverage. - Rebased the branch onto current `master` and renumbered the proposal migration after `0206`. ## QA Acceptance Results Q5 QA verdict: **PASS — 9/9 acceptance criteria met**, with one Minor non-blocking follow-up. - **AC1:** proposed values never echo, never appear in live lists/resolvers, and expose only fingerprint + length to board reviewers. - **AC2:** restrictive `self_and_reports` matrix passes: self/downward allowed; upward/lateral denied. - **AC3:** secret approval uses the normal create path, honors rename overrides, records proposer/approver provenance, and scrubs ciphertext. - **AC4:** approved bindings materialize and resolve through the target agent's runtime list/fetch routes. - **AC5:** pending-secret bindings require cascade; cascade succeeds atomically and permission failures leave nothing applied. - **AC6:** reject, withdraw, dependent rejection, and expiry paths scrub ciphertext and preserve reasons/audit state. - **AC7:** token/source and approver denial matrix passes through live checks plus focused route tests. - **AC8:** proposal lifecycle events and reused `secret.created`/config-write events form the required dual audit trail; origin-issue notification and wake are queued. - **AC9:** both review surfaces render and execute correctly; UI approval materializes the binding. QA also confirmed zero plaintext occurrences for all exercised proposal values in server logs. The single finding is that the company-level `bindingTargetPolicy` toggle is not wired yet. V1 is hardcoded to the restrictive `self_and_reports` policy. The matrix is correct and the follow-up is tracked separately, so QA classified it as non-blocking. ## Verification - Focused server proposal and redaction suite: 83 tests pass. - Focused proposal review UI suite: 54 tests pass. - Embedded-Postgres migration reapply test: 1 test passes with the documented 30-second timeout. - `pnpm --filter @paperclipai/db typecheck` passes, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `pnpm --filter @paperclipai/ui typecheck` passes. - `pnpm check:token-gates` passes with all gates clean. - Q5 exercised the complete propose, review, approve, bind, and runtime-resolve flow over real HTTP, JWT, and database paths. It verified 9/9 acceptance criteria. ## Risks - Proposal ciphertext is retained encrypted for up to 14 days while pending. Terminal-state and expiry scrub paths reduce but do not remove server-compromise risk during that window. - The V1 target policy is restrictive but not yet company-configurable. A separate follow-up owns that change. - A new migration can require another renumber if another migration lands before maintainers merge this pull request. > 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. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent. The exact runtime model ID and context-window size are not exposed. The agent used reasoning, repository editing, terminal execution, Paperclip API, and GitHub CLI capabilities. Q3 UI work also records Claude Opus 4.8 assistance in its commit trailers. ## 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 or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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678728f650 |
feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents move issues to `in_review` and rely on a "review path" (an interaction, an approval, a monitor, or a named reviewer) to tell them who decides next. > - That review path can silently disappear. A user comment supersedes the pending interaction, a monitor is exhausted, or a run ends without restoring a path. The issue then sits in `in_review` with nobody reviewing it and no visible action. > - Such issues become invisible zombies. Nobody knows a decision is owed, so the work stalls forever. > - This pull request makes the review path a maintained invariant, exposes a `reviewAttention` surface, and gives every stalled review three inline actions in the UI. > - The benefit is that an `in_review` issue always shows who reviews it, or shows an amber "nobody is reviewing this" notice with one-click Approve, Request changes, and Send back to work. ## Linked Issues or Issue Description This pull request describes the problem inline. The tracking issue is internal. **Subsystem affected** The review and attention loop that agents and humans share: the `in_review` status, the `reviewAttention` surface, the /decisions attention feed, and the issue-page review panel. **Problem or motivation** Agent-owned issues in `in_review` can lose their last review path. A user comment supersedes the pending interaction. A monitor is exhausted. A run ends without restoring a path. The issue then sits in `in_review` with no reviewer and no visible action. It becomes an invisible zombie and the work never progresses. **Proposed solution** Maintain the review path as a server invariant. Expose a `reviewAttention` field that says what is under review, who decides, and since when. Render a persistent review panel on the issue page and inline actions on the /decisions feed. Keep human PATCHes into `in_review` ungated, but record the requesting user so the panel never renders empty. **Alternatives considered** A pure background auto-recovery sweep. This stays opt-in and is not enough on its own, because it is invisible to the human. A bare status banner. This is rejected, because it gives no action to resolve the stall. **Roadmap alignment** This improves the core review and attention loop that both agents and humans use every day. ## What Changed - **Server — maintained review-path invariant:** when an issue enters or sits in `in_review`, the server derives and persists a review path (interaction, approval, monitor, or the requesting user) and recovers a stale path with one bounded wake instead of leaving the issue pathless. - **Server — `reviewAttention` surface:** a new field describes what is under review (bound target with links), who decides, since when, and whether the review is stalled. Stalled agent-assigned reviews are now included in the attention feed. - **Server — inline stalled-review decisions:** secured routes let a permitted responder Approve (→ `done`), Request changes (→ `todo` + wake carrying the note), or Send back to work (→ `todo` + wake) directly from the attention feed. - **Server — resume-intent wake:** an `in_review -> todo` transition now wakes the assigned agent so a resumed review is not dropped. - **Server — user-entry symmetry:** user PATCHes into `in_review` stay ungated (no 422 for humans) and record the requesting user, who becomes the named responder when no other path exists. - **UI — review panel:** a persistent `IssueReviewPanel` renders above the thread whenever status is `in_review`. The covered state shows the bound target, responder, and outcomes and hoists the pending interaction/approval card. The stalled state shows the amber notice plus the three actions. - **UI — decisions card actions:** the same three actions render inline on the /decisions `AttentionQueueRow`. - **UI — responsive fix:** the stalled action row stacks to full-width buttons at phone width and returns to a horizontal row at `sm` and up. New 390px stories capture the phone layout. ## Verification - `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts src/api/issues.test.ts` — 91 tests pass. - Server suites added and updated: `issue-review-attention`, `issue-stalled-review-decision-routes`, `review-path-recovery`, `recovery-observability`, and related route/liveness tests (run by CI). - A designer reviewed the UI at 390px and desktop in light and dark themes on both the issue-page panel and the /decisions card. The stalled action row stacks cleanly at phone width with no overlap and keeps the horizontal row on desktop. ## Risks - **Migration:** adds migration `0200` (next after master `0199`, no renumber). It extends the agent-wakeup-requests schema and is additive. - **Behavioral shift:** `in_review -> todo` now dispatches a wake. This is intended (resume intent) and covered by tests. - **Authz:** the inline decision routes are permission-gated. Only a permitted responder sees and can trigger the actions. - Overall risk is moderate and contained to the review and attention loop. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, 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 - [ ] 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
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f91a6e27c0 |
feat(issues): contain cross-issue agent side effects (#10837)
## Thinking Path > - Paperclip is the control plane that coordinates autonomous agent work. > - Agents need to collaborate on issues beyond their current assignment. > - Cross-issue comments and updates are useful, but an unbounded run can create cascading side effects. > - The control plane must preserve company-wide collaboration while containing each run's influence. > - Comment attribution must also show the responsible user and the acting agent in audits. > - This pull request adds run-bound cross-issue containment, attribution, and agent-class wake rules. > - The benefit is safer collaboration without restoring issue-assignee ownership restrictions. ## Linked Issues or Issue Description **What existing behavior does this improve?** Agent-authenticated issue comments, updates, reopen behavior, and assignee wake routing. **Subsystem affected** Cross-cutting: server routes and services, shared contracts, database schema and migration, and implementation documentation. **Current behavior** An authenticated agent can collaborate across company issues, but one heartbeat run has no per-run side-effect boundary. Comment records also do not persist the responsible user separately from the acting agent. **Proposed behavior** Require a valid heartbeat run for agent cross-issue comments and updates. Audit each attempt and cap a run at 20 cross-issue effects. Keep the cap in log-only mode until it automatically changes to enforcement at 2026-08-11 00:00 UTC. Preserve same-issue writes. Use agent-class wakes for agent comments. Keep same-run completion comments from reopening completed work. Record the responsible user on agent-authored comments and activity. **Reason and benefit** Agents can collaborate on other issues without an assignment gate, while each run has an atomic and inspectable side-effect limit. Operators can identify both the acting agent and the responsible user. **Breaking changes** After 2026-08-11 00:00 UTC, the twenty-first cross-issue comment or update from one heartbeat run returns a containment error. Agent cross-issue writes without valid run context are rejected. The migration is additive and backfills existing agent-authored comment attribution where the source data is available. ## What Changed - Added an atomic per-run counter for cross-issue agent comments and updates. - Added audit events for allowed and rejected cross-issue effects. - Added the automatic log-only to enforcement flip at 2026-08-11 00:00 UTC. - Added responsible-user attribution to agent-authored comments, activity records, shared types, and validators. - Added an additive migration and migration coverage for existing comments. - Updated reopen, resume, and wake behavior so agent comments create agent-class wakes and same-run completion comments remain inert. - Updated the implementation specification and regression coverage. ## Verification - `pnpm exec vitest run server/src/__tests__/cross-issue-influence-limit.test.ts server/src/__tests__/issue-comment-attribution-audit-routes.test.ts server/src/__tests__/issue-comment-reopen-routes.test.ts packages/db/src/issue-comment-on-behalf-migration.test.ts` — 97 tests passed. - `pnpm -r typecheck` — passed, including migration safety checks. - `pnpm test:run` — server batch: 3,364 passed and 2 skipped; UI batch: 3,504 passed. One unrelated CLI doctor test warned because this agent runtime injects static AWS credentials. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` — 8 tests passed and confirmed the CLI failure was ambient-environment sensitive. - `pnpm build` — passed. ## Risks - The fixed enforcement timestamp changes production behavior automatically on 2026-08-11 00:00 UTC. Audit logs before that time provide rollout visibility. - The per-run counter serializes on the heartbeat-run row. This prevents concurrent attempts from racing past the cap but adds a small lock scope for cross-issue writes. - Existing comments can only be backfilled when their acting run or agent attribution is recoverable. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 in the Codex agent runtime. The runtime did not expose a context-window size. Reasoning, shell tools, code editing, and test execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
ded813ad6f |
feat(interactions): add governed agent addressees (#10252)
## Thinking Path > - Paperclip is the control plane that lets humans govern companies of AI agents. > - Issue-thread interactions are the structured handoff point for confirmations, questions, suggested tasks, and other governed decisions. > - Those interactions previously assumed that only board users could resolve them, preventing one agent from explicitly addressing another agent for a response. > - Agent resolution needs company-level governance, auditable resolver identity, safe terminal-state handling, and attention routing so authorization is enforced server-side rather than inferred from UI behavior. > - This pull request adds governed agent resolution, withdrawal and terminal expiry semantics, explicit agent addressees, lifecycle reconciliation, and attention-feed filtering. > - The benefit is that agents can participate in structured decisions without weakening board control, company isolation, wake behavior, or audit invariants. ## Linked Issues or Issue Description ### Subsystem affected Issue-thread interactions across database, shared contracts, server authorization/services, adapter callbacks, agent skill guidance, API docs, and UI governance surfaces. ### Problem or motivation Structured interactions were board-only, had no explicit agent addressee, and lacked durable withdrawal/terminal-expiry semantics. That made peer-agent decisions impossible to authorize and audit safely. ### Proposed solution Persist requested/effective resolver policy and addressee identity, enforce company governance and eligible agent resolution, reconcile addressee lifecycle changes, expose withdrawal and terminal expiry, and route attention to the intended active agent with board fallback. ### Alternatives considered Implicitly authorizing the issue assignee or mentioned agents was rejected as ambiguous and difficult to audit. Using comments alone was rejected because it loses structured outcomes and continuation behavior. ### Roadmap alignment Supports the ROADMAP direction for lightweight leadership-agent communication that still resolves into governed decisions and work objects. ### Additional context Public GitHub issue/PR search found no duplicate implementation; open PR search for interaction resolver governance and agent addressees only returned this PR. ## What Changed - Add company-scoped interaction resolver governance contracts and persistence. - Add requested/effective resolver policy, resolver identity, withdrawal, and terminal-expiry behavior. - Add explicit `addresseeAgentId` validation, authorization, persistence, lifecycle reconciliation, API documentation, and skill guidance. - Route pending addressed interactions to the intended invokable agent and fall back to board attention when that agent becomes ineligible or is deleted. - Preserve sandbox callback identity fields required by governed resolution paths. - Add migrations `0193` and `0194` plus route, service, attention, adapter, CLI, and UI coverage. - Add governance state and company settings UI, including responsive mobile behavior and distinct withdrawn/expired audit presentation. ## Verification - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed, including migration numbering and safety checks. - `pnpm test:run` — feature/server and UI workspace suites passed; one unrelated CLI AWS doctor test observed injected static AWS credentials and warned instead of passing. - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests passed, confirming the failure was environment-sensitive. - `pnpm build` — passed. - Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161` completed all GitHub CI jobs successfully. ## Risks - Migrations add interaction and company-governance fields; numbering is conflict-free on current `master`, additive statements are idempotent, and migration safety checks pass. - Agent authorization behavior expands beyond board-only resolution, but defaults remain board-only and coverage exercises company boundaries, resolver eligibility, lifecycle invalidation, wake behavior, withdrawal, expiry, and attention fallback. - Attention routing depends on current agent invokability; reconciliation and read-time filtering prevent stale addressees from retaining visibility or resolution authority. > 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-5.6-sol` with reasoning, terminal tool use, code execution, Git/GitHub integration, and Paperclip control-plane tools. Context-window metadata was not reported by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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Devin FoleyandPaperclip
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185515c97b |
fix(external-objects): refresh PR status labels (#10704)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The issue properties panel can show external objects such as GitHub pull requests. > - Those objects are resolved by external-object providers and then displayed as compact status labels. > - A GitHub pull request could remain in the fallback `unknown` state and appear as `Not yet resolved`. > - That label is confusing when the object is known but has not been refreshed yet. > - This pull request refreshes due external objects from the heartbeat scheduler and improves the unknown-status copy. > - The benefit is a properties panel that moves from pending refresh to the real pull request state without a manual refresh. ## Linked Issues or Issue Description No public GitHub issue exists for this bug. I searched for related public issues and pull requests using the terms `Not yet refreshed`, `external objects refresh`, and `external PR status`, and did not find a duplicate implementation. **What happened?** The issue properties panel could show a GitHub pull request as `Not yet resolved` even when the referenced pull request was valid. The object stayed stale unless a manual refresh path ran. **Expected behavior** A known external object should show pending-refresh copy while it waits for provider data. When the scheduler refreshes it, the properties panel should show the provider status such as open, merged, or closed. **Steps to reproduce** 1. Create or view an issue that references a GitHub pull request. 2. Open the issue properties panel. 3. Observe the external object row before a manual refresh has run. **Paperclip version or commit** Current `master` before this pull request. **Deployment mode** Local dev and self-hosted server. **Installation method** Built from source. **Agent adapter(s) involved** Not adapter-specific. **Database mode** Not database-related. **Access context** Board view. **Privacy checklist** I reviewed this description and did not include logs, credentials, private URLs, internal issue IDs, or PII. ## What Changed - Added a heartbeat scheduler tick that refreshes due external objects for active companies. - Kept manual external-object refresh behavior on the same service path. - Changed display copy so known provider objects use liveness labels such as `Not yet refreshed`, while fresh unknown provider statuses show `Status unavailable`. - Added server and UI tests for scheduled refresh and label behavior. ## Verification - `corepack pnpm install --frozen-lockfile` - `pnpm check:token-gates` - `pnpm exec vitest run server/src/__tests__/external-objects-service.test.ts server/src/__tests__/server-startup-feedback-export.test.ts ui/src/components/ExternalObjectPill.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/lib/external-objects.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server build` - `pnpm --filter @paperclipai/ui build` - `pnpm run typecheck:build-gaps` - GitHub PR checks passed on head `0e7fcd30` - Greptile reported 5/5 on head `0e7fcd30` with no unresolved review threads Notes: - I ran recursive typecheck and build first. Both hit container resource limits with exit 137 during concurrent package work, so I reran the affected server and UI targets separately. - An unrelated workspace-runtime auto-port test fails in this container with a PID ownership mismatch. It is outside the files changed here. ## Risks Low to medium risk. The scheduler does more periodic external-object work, so the main risk is extra provider refresh load. The implementation bounds the work to active companies, due non-terminal objects, and 50 objects per company per tick. The path also stays behind the external-objects experimental setting. ## Model Used OpenAI GPT-5 Codex in the Codex execution environment, with shell and GitHub CLI tool use. The runtime did not expose a more specific internal model ID or context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0a09e4d975 |
feat(decisions): add desk workflow and retention (#10672)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Decisions desk shows work that needs a human decision > - The queue foundation can group and rank decision work > - Operators also need a focused daily view and a safe way to handle old work > - This pull request adds the desk controls, the aging shelf, and reversible retention > - It also binds bulk archive decisions to the exact reviewed item set > - The benefit is a smaller daily queue without lost or orphaned work ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server, UI, database, and shared contracts. **Problem or motivation** Decision work can grow into one large company list. Operators need quick queue and date controls. Old items also need a safe retention path that does not delete work. **Proposed solution** Add queue and date controls to the Decisions desk. Compute the aging shelf on the server. Archive idle items after 90 days unless an operator keeps them. Keep archived items searchable and revivable. Notify origin agents in one batch per sweep. Bind bulk archive proposals to a signed, exact item manifest. **Alternatives considered** Client-only aging can drift across browsers and source kinds. Deleting old rows removes audit and recovery paths. An unsigned dynamic bulk query can archive items that the reviewer did not inspect. **Roadmap alignment** This work supports the Work Queues and decision-memory directions in `ROADMAP.md`. It extends the Decisions and attention-feed foundation from #10651. Related earlier work includes #9380, #10010, and #10474. ## What Changed - Added the queue rail, date chips, decide split, triage strip, queue page, and aging shelf UI. - Added server-owned shelf state with per-queue retention overrides. - Added reversible retention state, archive history, and an idempotent notification outbox. - Added the 90-day archive sweeper, Keep exemption, archived feed query, and revive actions. - Added one origin-agent notification per agent and sweep. - Added signed bulk archive proposals with exact-set and version checks. - Persisted queue-exclusion reasons atomically and kept cross-domain source resolution per-item until it has an exact-set transaction contract. - Added API contracts, OpenAPI entries, migration coverage, focused tests, and Storybook screens. ## Verification - `pnpm -r typecheck` - `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408 files and 3,362 tests passed) - `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` - `pnpm build` - `pnpm check:token-gates` - Focused retention, attention, decisions, migration replay, startup, and UI API tests. - Complete queue snapshot regression with 51 items across the normal 50-item page boundary. The unmodified CLI test reports one warning assertion in this runtime because the harness injects static AWS credential variables. The isolated test passes when those two variables are removed. ## Risks - The migration adds retention and notification outbox tables. It uses idempotent table, index, and foreign-key creation. - Retention runs on the heartbeat scheduler interval. Compare-and-set version checks prevent stale archive writes. - Bulk archive acceptance fails closed when authority, activity, version, or the reviewed set changes. - Archive is reversible and does not delete source records. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code execution, database migration generation, and test execution. The context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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30c49c8327 |
feat(decisions): add queues and prioritized attention feed (#10651)
<!-- 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 control plane for companies of AI agents. > - Operators use the attention feed to find decisions that need action. > - The feed has eleven source kinds, but it has no durable queue or triage state. > - The feed also returns every item and lacks decision deadlines, snooze state, and decision-focused ordering. > - This pull request adds secure queue sidecars and enriches the attention feed with triage data, filters, cursor pagination, and decide-now ranking. > - The benefit is a bounded feed that can show the most urgent decisions first without weakening source visibility rules. ## Linked Issues or Issue Description This pull request replaces the closed [#10634](https://github.com/paperclipai/paperclip/pull/10634). It combines that queue foundation with the dependent attention-feed change as one review unit. **Subsystem affected** Database schema, shared contracts, server authorization and REST APIs, and the UI attention client library. **Problem or motivation** The attention feed can contain hundreds of mixed decision items. Operators cannot group them into durable queues, set a decision deadline, snooze an item, or request a bounded page ordered by urgency. The current client must download the full feed on each refresh. **Proposed solution** Store queue membership and triage state by stable attention identity. Re-authorize each source during queue reads and writes. Enrich attention items with queue, deadline, snooze, expiry, rule, and origin data. Add activity and queue filters, opaque cursor pagination, decide-focused ordering, and a decide-now count. **Alternatives considered** Adding queue fields to every source would duplicate schema and authorization logic across eleven source kinds. Client-only filtering and sorting would still transfer the full feed and would make pagination unstable. **Roadmap alignment** This change improves the core decision-attention surface and operator oversight. It does not implement the separate general-purpose work queue milestone in `ROADMAP.md`. ## What Changed - Added company-scoped queue, membership, triage, and append-only event tables with actor and run provenance. - Added queue CRUD, item membership, starter-rule discovery, and decide-by and snooze endpoints. - Kept source authorization on each queue mutation, read, and count. - Added attention fields for expiry, rule, origin agent, queues, decide-by attribution, and snooze state. - Added activity date filters, queue filters, opaque cursor pagination, and configurable page limits. - Added decide-now ordering by deadline, expiry, severity, and activity. - Added `decideNowCount` and excluded actively snoozed items from the default feed. - Updated the shared and UI client contracts. - Added focused server, route, OpenAPI, and UI client tests. ## Verification - `pnpm exec vitest run server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-queues-routes.test.ts server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts ui/src/lib/attention.test.ts` (72 tests passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - `git diff --check origin/master...HEAD` ## Risks - The migration adds four company-scoped tables and provenance foreign keys. Migration numbering and safety checks pass. - Attention reads can lazily create starter queues and memberships. Inserts are idempotent, audited, and transactional. - Cursor validity depends on the filtered feed. The API returns a clear validation error when the cursor item no longer exists in that feed. - Queue reads re-check source visibility. This favors correct authorization over fewer queries. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning, repository tools, code execution, and test execution. 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) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
9c1f8e7887 |
feat(decisions): add first-class propose mode (#10010)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents can currently perform many mutations directly, while humans often need a durable review point before cross-issue or destructive actions occur > - Existing approvals and issue-thread interactions do not provide a standalone, reusable object for presenting options, collecting typed inputs, detecting stale targets, and auditing effect execution > - The control plane therefore needs a first-class propose mode that separates an agent's recommendation from the governed mutation it may cause > - This pull request adds Decisions v1 across the database, shared contracts, server execution and telemetry, agent skill guidance, and operator UI > - The benefit is that agents can propose multi-option actions safely while operators get explicit provenance, fail-closed execution, per-effect results, and a focused attention workflow ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`. ### Problem or motivation Agents need a governed way to propose consequential work without immediately mutating issues, especially when one choice can affect several issue trees. Existing approvals and issue-thread interactions do not provide a standalone object with typed options, target snapshots, effect-level authorization, expiration, execution outcomes, and reusable attention-feed presentation. ### Proposed solution Add first-class Decisions that store options and typed inputs, surface open proposals in the operator attention feed, validate target freshness and the origin-agent/operator authorization intersection at decision time, execute a bounded set of auditable effects, and retain terminal outcomes. Decisions v1 supports comments, status and assignee changes, follow-up issue creation, blocker resolution, and issue-tree cancellation, plus bundle grouping, expiration/dismissal, rule-key telemetry, and agent-facing API guidance. ### Alternatives considered - Extend approvals with arbitrary effects: rejected because approvals represent governed yes/no actions and would become an unsafe generic mutation envelope. - Model every proposal as an issue-thread interaction: rejected because decisions can span several targets and need independent lifecycle, telemetry, idempotency, and effect results. - Let agents perform the mutation and ask for retrospective review: rejected because it removes the pre-execution governance boundary this feature is meant to provide. ### Roadmap alignment Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**, **Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool access)**, and **Activity History** by making explicit decisions, authorization gates, auditable execution, and terminal outcomes first-class control-plane objects. ### Additional context This does not replace existing approvals or issue-thread interactions, and it does not add an unrestricted generic mutation effect. ## What Changed - Added company-scoped decision, option, target, and effect-execution schema plus migration and shared TypeScript/Zod contracts. - Added decision routes and services for propose, list/get, decide, dismiss, cancel, target freshness checks, authorization intersection, idempotency, activity logging, and execution auditing. - Added rule-key decision telemetry and attention-feed metadata so open decisions are visible and measurable. - Added agent skill documentation for proposing and resolving decisions through the Paperclip API. - Added the Decisions UI: API client, query keys, inline attention resolver, bundle grouping, target-issue strip, terminal history, destructive confirmation, and per-effect result rendering. - Added server service coverage, DecisionCard state tests, and Storybook stories for the supported visual states. ## Verification - `pnpm -r typecheck` — passed. - `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated cross-suite cleanup-order failure in `heartbeat-responsible-user-invariant.test.ts`; the failing file passes in isolation (`6/6`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed. - `pnpm --filter @paperclipai/ui exec vitest run src/components/DecisionCard.test.tsx` — passed (`9/9`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/authz-existence-oracle-guard.test.ts src/__tests__/openapi-routes.test.ts` — passed (`5/5`). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/decisions-service.test.ts` — passed (`16/16`). - `pnpm --filter paperclipai exec vitest run src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`). - `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter paperclipai typecheck` — passed. - `pnpm build` — passed. - Rebased-head focused suite — passed (`6` files, `88` tests): shared decision contracts, Decisions service, OpenAPI routes, startup feedback export, DecisionCard states, and attention helpers. The follow-up stale-secondary-target regression passes in the DecisionCard suite (`10/10`). - Rebased-head scoped typechecks — passed for `@paperclipai/shared`, `@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`. - Rebased-head migration numbering and safety checks — passed after renumbering the additive migration to `0193` and making it replay-safe for environments that applied the earlier feature-branch number. - `pnpm check:token-gates` — passed with all gates clean. - GitHub PR workflow and Greptile review for `1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the stale-secondary-target fix and PR metadata refresh on July 27, 2026. - `pnpm --filter @paperclipai/ui build-storybook` exposes an existing Storybook version mismatch (`storybook` 10.4.6 vs `@storybook/addon-docs` 10.5.0); Decisions stories were validated with the docs addon temporarily disabled and the tracked config remains unchanged. ## Risks - **Migration:** Adds replay-safe migration `0193`; migration numbering and safety checks pass. The new tables and indexes are additive. - **Authorization:** Effect execution intersects the proposing agent's permissions with the responsible user context and fails closed; mistakes could reject a valid proposal rather than silently over-authorize it. - **Concurrency:** Target snapshots and idempotency keys protect against stale or duplicate execution, but reviewers should focus on mixed-effect partial outcomes and retry behavior. - **UI:** Decisions are integrated into the existing attention feed rather than a separate navigation surface, reducing routing risk but increasing the importance of attention-item metadata compatibility. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review fixes, and verification; repository tools and code execution were enabled, and context-window size is not exposed in this runtime. - Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions UI implementation, as recorded in the relevant commits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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Devin Foley
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916c13501f |
Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company accumulates real state — issues, labels, blockers, documents, work products, monitors, attachments, agents, routines — and people need to move that state between instances: self-hosted to cloud, cloud back to self-hosted, or plain backups > - The experimental, flag-gated Cloud Sync transport (#6548) tried to solve this host-to-host: the source pushed into a receiver over HTTPS with a cross-instance consent/token handshake, which required the destination to be publicly reachable and broke for common self-hosted topologies (plain-HTTP LAN/VPN origins); the receiver half never landed upstream at all > - Meanwhile the portability bundle and the existing export/import pages already move companies offline with none of those networking constraints — but silently dropped labels, blockers, issue documents, work products, monitors, and every attachment > - This pull request removes the host-to-host transport and makes Import/Export the single data-movement path: the pages become first-class company-settings destinations, exports declare exactly what they do not carry, and bundle schemaVersion 6 now carries all of the above, with attachments as content-addressed sha256 blobs verified before a single row is written > - The benefit is a migration and backup flow that works between any two instances with no reachability requirements, no cross-instance auth, and no silent data loss ## Linked Issues or Issue Description - Refs #6548 — the original Cloud Sync sender this PR supersedes and removes. - Related, not duplicates: #1697 (goals in the portability manifest — orthogonal field addition), #954 (an earlier import/export + skill-visibility proposal predating the current portability bundle). - No open issue describes this directly, so in brief (feature-request shape): **Problem** — moving a company between instances silently lost labels (imports with label references actually hard-failed), blocker relations, issue documents, work products, monitor state, and all attachments, and the alternative Cloud Sync transport required the destination to be publicly reachable over HTTPS plus a consent handshake, which failed for typical self-hosted setups. **Desired behavior** — one Import/Export flow in company settings that produces a portable bundle carrying all of that data, tells the operator up front what it cannot carry, imports with automations paused, and offers real one-click activation afterwards. ## What Changed - New export fidelity report (`GET /api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel on the Export page listing anything a bundle will not include (now only: approvals, cost history, activity history) - Imports accept `pauseAutomations`; imported agents and routines land paused, the import result reports created routines, and the Import page ends in an activation panel that actually resumes selected agents/activates routines - Export and Import pages promoted into the company-settings nav; the Cloud Upstream wizard, ux-lab page, and API client removed; the old settings route redirects to Export - Host-to-host transport removed: upstream-sync/receiver-client routes and services, CLI `cloud connect`/`cloud push` + keypair store, the shared upstream transfer contract, and the `enableCloudSync` flag; migration `0196` drops the two experimental `cloud_upstream_*` sender tables - Bundle schemaVersion 6: labels (definitions + per-task names, remapped by name on import), blocker relations (`blockedBy` slugs, cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`), work products (system refs nulled), monitors (notes/scheduledBy restored, imported un-armed) - Attachments travel as content-addressed `blobs/<sha256>` entries (deduped; comment-scoped attachments re-link via comment index); every blob is hash-verified **before any write**, so a corrupted bundle cannot leave a partially imported company; both zip codecs now round-trip extensionless/binary entries byte-exactly; the Import page preflights the inline body limit and offers continue-without-attachments - v5 (and older) bundles still import, with an informational warning; bundles newer than v6 are rejected cleanly - Docs: board-operator import/export guide, CLI README, README/ROADMAP updated ## Verification - `pnpm -r` typechecks (shared, db incl. migration numbering/safety checks, server, ui, cli) and `pnpm check:token-gates` — clean - Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the only 3 failures being pre-existing on `master` (2× heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port; reproduced identically with this change stashed); ui + cli suites green; the embedded-Postgres export-fidelity suite applies the full migration chain including the new `0196` against a fresh database - Live end-to-end on a scratch instance: seeded a company with labels, a blocker pair, an issue document, a work product, a monitor, an agent, a routine, and two binary attachments (one comment-scoped) → export → import into a fresh company → labels remapped to new ids, blocker edge and document restored, monitor un-armed with notes intact, attachments byte-identical (sha256-compared through the API), agents/routines paused → activation panel resumed them; a v5-shaped bundle imported with only the info warning; flipping one byte in a blob made the import 422 with **zero** rows created - Reviewer repro: create a company with a labeled issue + attachment → Settings → Export → download → Settings → Import on another company/instance → watch the preview, apply with "start paused", then activate ## Risks - Migration `0196` drops `cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables behind a default-off flag; their connection/run history is intentionally discarded - Breaking removals are all of experimental, flag-gated surface: `/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai cloud connect|push`, and the `enableCloudSync` flag (stale keys in stored instance settings parse harmlessly) - Import remains non-atomic on mid-apply errors generally (pre-existing behavior); the new blob verification specifically moved ahead of all writes so tampered bundles cannot create partial state - GitHub-sourced imports do not fetch `blobs/*` and skip attachments with a warning ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with extended thinking, tool use, and subagent orchestration; implementation and review split across Fable 5 subagents, with live end-to-end verification against a running instance ## 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 |
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DottaandPaperclip
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c3bd0c5d50 |
feat(skills): add beta releases for the core Paperclip skill (#10228)
## Thinking Path > - Paperclip is the open source control plane people use to organize and operate AI-agent companies. > - Agent behavior depends partly on the bundled Paperclip core skill synchronized into each runtime. > - The existing database and runtime plumbing already supports immutable skill-version snapshots and per-agent version selections, but no product workflow exposed that capability. > - Replacing the live bundled skill globally would make champion adoption risky and difficult to compare across agents. > - This pull request adds an experimental, instance-level beta-skills gate plus a repository release registry, immutable seeded releases, enforcement, and a per-agent release picker. > - The benefit is controlled per-agent evaluation of frozen core-skill releases while the default-off path remains behaviorally unchanged. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting: `server/`, `ui/`, `packages/db`, and `packages/shared`. ### Problem or motivation Paperclip needs a safe way to evaluate improved versions of its core operating skill without globally replacing the live default. Today the version-snapshot and per-agent pin plumbing exists, but operators cannot use it. A global replacement would make regressions difficult to contain and would prevent controlled comparisons across agents. ### Proposed solution Add a default-off instance experiment that exposes immutable, named core-skill releases. When enabled, operators can pin each agent to a seeded release; when disabled, every agent resolves the live default while saved pins remain intact. Validate pinned writes at the API boundary, gate reads at runtime, and expose the selection in the agent Skills tab. ### Alternatives considered - **Replace the bundled core skill globally:** rejected because it changes every agent at once and provides no rollback/isolation boundary. - **Ship releases as separate skills:** rejected because releases are versions of one core capability, not independently enabled skills. - **Store release snapshots only outside the repository:** rejected because repository provenance and hashes make builds reproducible and reviewable. ### Roadmap alignment This extends the Skills Manager / Skill Studio direction in `ROADMAP.md` by making core-skill versions operable per agent. It does not duplicate another open implementation PR; GitHub searches found no related `enableBetaSkills` change. ### Additional context The feature remains experimental and default off. The V7 champion was selected through a multi-model evaluation process, and the frozen release contents are verified by SHA-256 below. ## What Changed - Added the default-off instance-level `enableBetaSkills` experimental flag. - Added `skills-releases/paperclip/` with the ordered release registry and frozen `v0` plus `v7-roster` snapshots. - Added release metadata to `company_skill_versions` and idempotent release seeding. The migration was planned as `0191`, then renumbered to `0192` because current `master` claimed `0191` before final rebase. - Added read-time gating and write-time validation so disabled instances always resolve the live default and reject pinned-version writes. - Added the per-agent Release picker in the agent Skills tab, including responsive layout and beta-pin state. - Kept `EDITS.md` out of the release registry and PR diff. ### V7 Adoption Evidence - Paid roster: 6 models, 94-case suite. - Result: 553/564 pass-within-2, mean 92.17/94, versus the P2 baseline of 544/564. - Reference model improved 84→91; maximin improved 84→90. - Final report: https://pages.paperclip.ing/skills/optimization/paperclip/pap-14624-p3-final-20260721/ ### Provenance - `v7-roster` is the Phase 1 champion plus additions-only edits E107–E112. Per-edit rationale remains in the evals repository at `source/v7-roster/EDITS.md` and is deliberately excluded from this PR. - `v0` is the `skills/paperclip` tree from commit `ea66ea81`. - Champion selection was accepted on July 21, 2026 via board card `9c304fc2` (PAP-14624 G3). - This delivery mechanism was accepted on July 24, 2026 via plan revision `2367abd2` (PAP-14858). ### QA Evidence - P4 QA matrix comment `b7f40522-4e9b-4a3a-9821-28e86fe1a987`: all 6 acceptance criteria passed. - Automated QA matrix: 166 tests passed with 0 failures, including real filesystem materialization and full SHA-256 assertions. - UI QA exercised the real agent Skills tab at desktop and mobile widths with the experimental flag both on and off. ## Verification - `pnpm check:token-gates` - Focused beta-release matrix: 169 tests passed across shared validators, server services/routes/heartbeat behavior, instance settings UI, and release picker UI. - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run`: server and UI partitions passed; one CLI doctor test inherited temporary AWS credentials from the agent heartbeat and expected no static credentials. The isolated rerun with `AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`, and `AWS_SESSION_TOKEN` unset passed 8/8. - V7 SHA-256: - `SKILL.md`: `53ab290489684cbf116fdd1406a95f6b6f53c9c36358b1bf8bfeae481e253575` - `references/cases.md`: `3b821f59064a7761091020a14819a8d787131f24029748563d6c0e1be7e6eaec` - `references/workflows.md`: `69747bd6e05f7e3673d1e67b07ff295df1869c05e1fd029804d5fa9177db92cd` - Confirmed 49 changed files, no `pnpm-lock.yaml`, no workflow changes, and no `EDITS.md`. ## Risks - **Migration:** low-to-moderate risk. Three nullable columns and one partial unique index are added idempotently; existing rows remain valid. - **Behavior:** low risk while the flag is off because read-time resolution forces the live default and saved pins are preserved but inactive. - **Frozen content:** release snapshots intentionally diverge from future live skill edits; provenance and hashes make that divergence explicit and reproducible. - **UI:** low risk. The picker only renders for the bundled core skill when the experimental flag is enabled and seeded releases exist. > This extends the existing Skills Manager / Skill Studio direction described in `ROADMAP.md`; it does not duplicate another open implementation PR. The GitHub PR search found no related `enableBetaSkills` change. ## Model Used - OpenAI Codex using `gpt-5.5` with reasoning and terminal/code-execution tools; context-window size is not exposed by this runtime. Earlier implementation commits also record Claude Opus 4.8 assistance where applicable. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [ ] I have not referenced internal/instance-local Paperclip issues or links (required governance identifiers are included above; no internal URL is included) - [ ] My branch name describes the change and contains no internal Paperclip ticket id (the approved delivery plan mandated this shared branch name) - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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c111ee4cb3 |
feat(server): add per-user document stars (#9952)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work. > - Artifacts and documents are first-class outputs, but users need a personal way to keep important documents easy to find. > - Existing resource memberships already model per-user starred projects and agents with company scoping and activity logging. > - Documents lacked the equivalent membership model, route, and artifact filtering behavior. > - The shared membership contract also needs to remain safe for existing UI project/agent mutation helpers when documents become a recognized resource type. > - This pull request extends the existing resource-membership system with per-user document stars and a starred artifacts view. > - The benefit is a company-scoped, idempotent server foundation for a dedicated starred-documents experience without weakening authorization or artifact filtering semantics. ## Linked Issues or Issue Description ### Problem / Motivation Board users cannot star individual documents, and the company artifacts API cannot return only the current user's starred documents. ### Proposed Solution Add company/user-scoped document memberships, a board-only document star route, document membership data in the shared contract, and a `starred=true` artifacts filter. ### Alternatives Considered A document column was rejected because stars are per-user; a separate star API was rejected because projects and agents already use resource memberships. ### Roadmap Alignment This extends the existing Artifacts & Work Products roadmap area and does not duplicate another open pull request found in the repository search. ## What Changed - Added the `document_memberships` schema and migration with company/user/document uniqueness and starred ordering. - Extended shared resource-membership and artifact-query contracts for documents and `starred=true`. - Added company-scoped document star/unstar service and board-only route behavior with activity logging. - Added starred document artifact filtering, including user-authored documents, document kinds, cursor ordering, and incompatible-kind handling. - Preserved idempotency under concurrent star requests and synchronized UI membership defaults/helpers with the expanded contract. - Added focused shared, route, service, and UI regression coverage. ## Verification - `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts server/src/__tests__/company-artifacts-service.test.ts server/src/__tests__/resource-memberships-routes.test.ts` - `pnpm exec vitest run ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarStarredProjects.test.tsx` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` ## Risks - The migration adds a new membership table and non-concurrent indexes; migration safety gates pass with the repository's established policy. - The starred artifacts query intentionally returns only documents and relaxes the normal agent-authored/system-kind predicates for documents the current user explicitly starred. - Document membership mutations remain board-user-only; agent callers receive no document-star capability. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI; runtime model ID and context-window size were not exposed to this session. Reasoning, repository tool use, code execution, and test execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
c481be44e3 |
fix(task-watchdogs): deduplicate unchanged stopped-state wakes (#10207)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Task watchdogs review issue subtrees when no run or queued wake keeps work live > - Pending human interactions and approvals are valid stopped states that still need one watchdog review > - The existing fingerprint included volatile activity timestamps, so unchanged stopped trees could wake repeatedly after comments, documents, work products, or sibling completions > - This pull request fingerprints only review-material leaf and wait state, persists the reviewed snapshot, and suppresses shrink-only repeats > - The benefit is one review per materially new stopped state without weakening liveness classification or hiding human waits ## Linked Issues or Issue Description ### What happened? Task-watchdog stop fingerprints changed for metadata-only activity and completed siblings, producing duplicate wakes after an unchanged stop had already been reviewed. ### Expected behavior Pending interactions and approvals remain classified as stopped, but a reviewed stopped state only wakes again when waits, non-terminal leaves, status, assignment, or blockers gain material changes. ### Steps to reproduce 1. Review a stopped watched subtree with a pending human wait or multiple non-terminal stopped leaves. 2. Add only comment/document/work-product activity, or complete one stopped sibling without changing the wait set. 3. Observe a duplicate wake from the timestamp-heavy fingerprint. Related public work: Refs #9452 for overlapping task-watchdog service edits and #10043 for related no-op fingerprint suppression. ## What Changed - Added fingerprint v2 over non-terminal material leaves plus subtree-wide pending wait ids, excluding volatile timestamps while retaining them in wake context. - Added nullable observed/reviewed JSONB stop snapshots and shrink-only reviewed-state suppression with legacy exact-fingerprint fallback. - Added pending interaction kinds and approval ids to watchdog wake context, review comments, and comment metadata. - Added classifier and scheduler coverage for waiting-leaf liveness, metadata stability, sibling shrink suppression, material changes, snapshot promotion, legacy rows, and unchanged idempotency keys. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/task-watchdogs-classifier.test.ts src/__tests__/task-watchdogs-scheduler.test.ts` — 2 files, 36 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `git diff --check origin/master...HEAD` — passed. ## Risks - Fingerprint version 2 intentionally re-fingerprints every currently stopped watched tree once after deployment, causing a one-time wake burst before the new reviewed snapshots are established. - Migration `0191_task_watchdog_stop_snapshots.sql` only adds two nullable JSONB columns with no backfill; legacy rows continue exact-fingerprint behavior until a post-deploy review promotes a snapshot. - PR #9452 edits the same service file; whichever lands second may need a trivial rebase. > 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-5.6-sol`, high reasoning mode, with repository tool use and code 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 (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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
8f08ec5ce6 |
feat(status-cards): join summary-mentioned issues to watched set (#10205)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Status cards summarize changing company work and watch issues so later changes can produce useful deltas > - A summary can explicitly reference issues that are important to the update even when those issues do not match the card's configured queries > - Previously, those referenced issues were not retained in the watched set, so their later status, assignee, or comment changes could be missed > - The watched snapshot must avoid artificial additions or removals caused only by a summary changing which issues it references > - This pull request resolves issue references when a summary is written, persists them, and joins them to the watched snapshot with stable delta semantics > - The benefit is that status cards continue tracking the exact issues their latest update called out while keeping follow-up updates relevant and non-duplicative ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I have searched existing open and closed issues and this is not a duplicate. - [x] I am on the latest released version of Paperclip (or can reproduce on `master`). - [x] I have confirmed the error originates in Paperclip itself — not in my agent adapter, API provider, or local configuration. ### What happened? When a status-card summary explicitly referenced an issue by identifier or `/issues/<uuid>` URL, that issue was not automatically retained in the card's watched set unless it independently matched a configured query. Later status, assignee, or comment changes to an issue highlighted by the latest update could therefore be omitted. ### Expected behavior References in the latest summary should resolve only within the card's company, appear in dry runs and the watched-issues UI, count and fingerprint like query matches, and enter or leave the watched set without artificial added/removed deltas already represented by the summary change. ### Steps to reproduce 1. Create a status card whose query does not match a second issue in the same company. 2. Write a summary that references the second issue by identifier or issue URL. 3. Inspect the card's watched count or Watched issues tab. 4. Change the referenced issue's status, assignee, or comments and run the next update. 5. Before this change, the referenced issue is absent from the watched snapshot and its later change does not produce the expected delta. ### Paperclip version or commit - Reproduced on `master` before this PR (base commit `762ce5b4ef`). ### Deployment mode - Local dev (`pnpm dev`), built from source. ### Agent adapter(s) involved - Not adapter-specific (core bug). ### Database mode - Embedded Postgres test environment; the schema change uses standard PostgreSQL JSONB. ### Access context - Board (human operator). ## What Changed - Added migration `0191` and schema support for persisted `status_cards.mentioned_issue_ids`. - Resolved summary references by issue identifier or `/issues/<uuid>` URL within the status card's company when summaries are written. - Joined mentioned issues into watched counts and fingerprints so later status, assignee, and comment changes generate normal update deltas. - Suppressed artificial added/removed deltas when the latest summary starts or stops mentioning an issue. - Added `mentionedIssues` to dry-run responses and a “Mentioned in the latest update” group in the Watched issues tab. - Updated the summarizer prompt to explain that referenced issues automatically join the watched set. - Added focused server and UI coverage for reference resolution, snapshot behavior, deltas, API responses, and rendering. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/status-cards.test.ts src/__tests__/status-card-update-engine.test.ts` — 31 tests passed. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardTile.test.tsx` — 11 tests passed. - Earlier implementation verification also passed database/shared/server typechecks, UI `tsc -b`, the broader StatusCards UI test set, and embedded-Postgres migration application. ### Visual Verification - Greptile T-Rex ran Playwright browser checks successfully and captured the Status Card drawer Watched tab showing the new “Mentioned in the latest update” grouping: https://app.greptile.com/trex/runs/15796101/artifacts ## Risks - The migration adds a nullable JSONB column and is backward-compatible; existing cards have no mentioned issues until their next summary write. - Reference extraction is company-scoped to prevent cross-company issue association. - Watched counts and future fingerprints change for cards whose latest summaries reference issues; tests cover additions, removals, and suppression of spurious deltas. - This targeted status-card fix does not introduce a new roadmap subsystem or external integration. ## Model Used - Anthropic Claude Fable 5 (Paperclip model alias; exact underlying provider model ID and context window were not recorded in the implementation task metadata), with extended reasoning, tool use, and code execution. - OpenAI Codex coding agent (runtime model identifier and context window not exposed to this task) prepared the PR, rebased the branch, and ran focused verification with terminal 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: Paperclip <noreply@paperclip.ing> |
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DottaandClaude Fable 5
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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> |
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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> |
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DottaandPaperclip
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148a5b11f5 |
Route blocked transitions to explicit unblock owners (#10112)
## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI-agent companies. > - Issue status transitions determine whether work keeps moving or silently stalls. > - A blocked issue previously could rely on prose alone, leaving the intended unblock owner unstructured and unnotified. > - Existing blocker-attention classification could identify stalled chains, but the signal was not delivered to the board attention feed. > - Blocked transitions also need rollout-safe deduplication so upgrades do not notify for historical issues and repeated processing does not create notification storms. > - This pull request adds structured unblock descriptors, prospective transition timestamps, owner delivery, and board attention routing with focused authorization controls. > - The benefit is that newly blocked work has an explicit, routable next action without weakening company boundaries or allowing agents to inject arbitrary human attention items. ## Linked Issues or Issue Description Related documentation PR: #10094. ### Subsystem affected Cross-cutting: `server/`, `packages/db`, and `packages/shared`. ### Problem or motivation An issue can enter `blocked` without a machine-readable unblock path. Prose-only ownership does not reliably wake the responsible agent or surface human-owned work, while the existing `blockerAttention` classifier is not delivered to an operator-facing attention feed. ### Proposed solution Require new transitions into `blocked` to have unresolved blockers, a pending interaction/approval, or a structured `{ owner, action }` descriptor. Notify an allowed owner once per prospective transition, route human-owned cases to board attention, and leave pre-rollout blocked issues untouched. ### Alternatives considered - Keep prose-only blockers: rejected because ownership remains unroutable. - Backfill all historical blocked issues: rejected because upgrades would create notification storms. - Let agents target arbitrary users or the board: rejected after security review because it creates an attention-injection channel. ### Roadmap alignment Aligns with `ROADMAP.md` → “Enforced Outcomes (watchdogs, recovery actions, review gates)” by making blocked work carry an explicit continuation path. ### Additional context The implementation is prospective-only and deduplicated per blocked transition. Agent-authored descriptors are limited to the acting agent; board actors retain human-owner routing. ## What Changed - Added persisted unblock descriptors and prospective blocked-transition delivery timestamps with an idempotent migration. - Added shared types and validation for board, user, and agent unblock owners. - Enforced valid blocked transitions and same-company owner validation in the issue update route. - Restricted agent-authored descriptors to the acting agent itself, preventing board/user attention injection by compromised agents. - Added one-per-transition agent wake delivery and prospective-only rollout gating. - Routed human-owned blocker attention into the board attention feed. - Added focused tests for validation, prospective delivery, flap deduplication, attention routing, route authorization, and stop-relay compatibility. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/routable-blocked.test.ts server/src/__tests__/attention-service.test.ts packages/shared/src/validators/issue.test.ts` - `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= pnpm test:run` - `pnpm build` - `pnpm --filter @paperclipai/db check:migrations` ## Risks - Behavioral shift: new `blocked` transitions without a real blocker, pending governed action, or structured descriptor now return `422`. - Notification abuse is constrained by same-company validation, agent self-only routing, prospective rollout gating, and transition-scoped deduplication. - Migration risk is low: columns are additive, nullable, and use `IF NOT EXISTS`; historical blocked issues are not backfilled or notified. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex CLI with GPT-5.4, reasoning-enabled tool use and code execution. The runtime did not expose a context-window value. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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cac3c0fa1a |
feat(connections): add runtime subjects and grants (#9982)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that lets operators connect external apps and govern which subjects may use those credentials > - #9958 established the v3 schema foundation and #9981 adds the AppDefinition catalog layer > - The runtime still needs subject-aware authorization state, scoped key handling, and API/OpenAPI routes so connected apps can actually be granted and used safely > - This pull request adds the runtime grants/authorization behavior on top of the catalog branch, while keeping unrelated dependency and workflow sync commits out of the stack > - The benefit is a reviewable runtime layer that can land after the catalog PR, then unblock the wizard and orchestrator cutover work ## Linked Issues or Issue Description Refs #9958 and #9981. Refs #9981. No public GitHub issue exists for this branch. This is the runtime layer for the Connections v3 stack and is rebased onto `master` after #9981 landed. ## What Changed - Adds the connection user authorization state migration and schema wiring. - Adds shared runtime subject/grant types and validators. - Adds runtime grant and scoped key behavior in the tool-access service. - Adds runtime route coverage and registers the routes in OpenAPI. - Replays only the Connections runtime commits on top of the catalog branch, dropping unrelated sync/dependency history from the prior closed runtime PR. ## Verification - `pnpm run preflight:workspace-links` - `pnpm exec vitest run packages/shared/src/validators/tool-access.test.ts server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: runtime grant enforcement is security-sensitive and must fail closed for unknown key scopes. - Migration ordering depends on the schema and catalog layers already merged through #9958 and #9981. - This PR is rebased and retargeted to `master` with runtime-only commits. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex coding agent with repository 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) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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7e00f67138 |
feat(connections): add v3 schema core (#9958)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their governed access to external systems. > - Connected Apps build on the existing Apps and MCP gateway substrate so companies can configure reusable, auditable integrations. > - The current connection record does not yet have a stable public address, explicit ownership/auth method fields, or subject-specific credential grants. > - Without that schema core, later OAuth, per-user authorization, token brokering, triggers, and connector-service phases cannot enforce tenant and subject boundaries consistently. > - This pull request adds the forward-compatible Connections v3 schema core while preserving the existing connection lifecycle and directly migrating the remote MCP transport name. > - The benefit is a company-scoped, least-privilege foundation for one-click integrations without bypassing Paperclip secrets, profiles, rules, or audit controls. ## Linked Issues or Issue Description No matching public issue was found. **Problem** Paperclip's current app connections need a durable identity and authorization substrate before Connected Apps can safely support multiple setup methods, per-user credentials, provider tenants, and managed connector services. The existing schema only models a single connection-level credential set and uses legacy transport terminology. **Proposed solution** Add a stable company-scoped connection UID, explicit ownership/auth/transport fields, a subject-aware `connection_grants` table, and multi-key credential annotations. Backfill existing connections and workspace grants in a reversible migration, then update shared/server/UI contracts to the new `mcp_remote` transport name. **Related work** - Related foundation: #9534 - Roadmap: Connected Apps (one-click integrations) ## What Changed - Added company-scoped connection `uid`, `ownership`, `authKind`, and canonical transport fields across database, shared contracts, validators, services, and UI fixtures. - Added `connection_grants` with workspace/user subject rules, provider tenant metadata, credential secret refs, revocation state, company scoping, and uniqueness constraints. - Added migration `0182_connections_v3_schema_core` to backfill stable UIDs, rename `remote_http` to `mcp_remote`, infer auth kinds, create default workspace grants, and support rollback coverage. - Added multi-key credential annotations and updated gateway/access services without changing the existing lifecycle behavior. - Updated the connection glossary, connector playbook, and security threat model for the new identity, grant, and relay boundaries. - Added explicit test UIDs to direct database fixtures so the new non-null invariant is exercised across affected server suites. ## Verification - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/tool-gateway-service.test.ts server/src/__tests__/tool-gateway.test.ts server/src/__tests__/heartbeat-runtime-skills.test.ts server/src/__tests__/tool-oauth-legacy-backfill.test.ts server/src/__tests__/tool-access-policy-service.test.ts server/src/__tests__/heartbeat-runtime-mcp-servers.test.ts packages/db/src/connections-v3-schema-core-migration.test.ts packages/shared/src/validators/tool-access.test.ts --config vitest.config.ts` — 9 files, 218 tests passed. - Latest-head GitHub Actions: build, typecheck, general/serialized suites, backup/worktree restore coverage, both e2e shards, canary, policy, and security scans pass. - Greptile: 5/5 with zero unresolved threads. - `pnpm check:token-gates` remains red only on five pre-existing `#9627` color literals outside this change. ## Risks - **Migration risk:** UID backfill and default-grant creation touch every existing connection. The migration uses company-scoped uniqueness, deterministic legacy UIDs with ID suffixes, and seeded up/rollback coverage. - **Authorization risk:** Grant rows carry credential references. Constraints enforce workspace-vs-user subject shape, company/connection lookup indexes, one default grant per connection, and one user grant per connection/subject. Security review is requested specifically for this design. - **Compatibility risk:** `remote_http` is renamed directly to `mcp_remote`; all repository call sites and fixtures are updated in the same change. - **Future-phase risk:** Subject-bound token issuance, triggers, and connector-service relay verification remain fail-closed requirements documented for later phases; this PR does not expose those capabilities. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex CLI coding agent. The runtime did not expose an exact underlying model ID or context-window size; capabilities used include repository inspection, code editing, shell execution, test execution, Git/GitHub CLI operations, and structured reasoning. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
a090c09ee5 |
feat: add decision training snapshot foundation (#9702)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their work > - Human approvals, issue interactions, and execution decisions already capture high-value decision moments > - Those moments are currently transient and cannot be reused as stable evaluation or training examples > - Reusable examples need a server-owned, immutable snapshot so later comments or runs cannot leak into the recorded state > - Human notes need to remain editable and auditable without changing the captured state > - This pull request adds the database model, snapshot capture service, API, export format, and attention-feed enrichment for decision training > - The benefit is a durable, inspectable foundation for evaluating whether agents can reproduce good human decisions from only the context available at decision time ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`server/`, `packages/db`, and `packages/shared`). ### Problem or motivation Paperclip has no durable dataset for converting human decisions into evaluation-ready examples. Teams need to capture pending or resolved decisions with the exact issue context, comments, runs, and repository evidence available at a cutoff, while preventing future context from leaking into the example. ### Proposed solution Store immutable, schema-versioned snapshots anchored to durable interaction, approval, or execution-decision records; keep notes separately editable with history; expose human-only CRUD, list, and JSONL export APIs. ### Alternatives considered Client-generated snapshots were rejected because they duplicate cutoff logic and cannot reliably enforce no-leakage boundaries. Automatic outcome backfill was deferred so captured examples remain faithful to what was known at capture time. ### Roadmap alignment Supports the roadmap direction of turning completed work and decision patterns into reusable organizational knowledge. ### Additional context The implementation records explicit commit-resolution confidence (`exact`, `nearest_run`, `workspace`, or `none`) so downstream evaluation can distinguish evidence quality. ## What Changed - Added the `decision_training_examples` schema and idempotent migration with company, issue, and source/author indexes. - Added shared types for decision-training records, notes history, and versioned snapshots. - Added a single server-side snapshot capture path with inclusive comment cutoffs, pre-cutoff run capture, durable decision payloads, and explicit commit-resolution confidence. - Added create, list, detail, notes-only update, delete, and JSONL export routes with human-only write authorization and activity logging that skips no-op note submissions. - Added per-user `trainingExampleId` enrichment to attention items. - Added focused embedded-Postgres tests for cutoff boundaries, post-cutoff leakage, immutable snapshots, human-only writes, duplicate prevention, notes history, attention enrichment, and export shape. - Updated UI test and Storybook attention-item factories for the new required `trainingExampleId` contract. ## Verification - `pnpm exec vitest run server/src/__tests__/decision-training.test.ts` — 10 tests passed. - `pnpm --filter @paperclipai/db typecheck` — passed, including migration numbering and safety checks. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. ## Risks - The migration adds a new table and indexes only; it does not rewrite existing rows or install resolve-time hooks. - Snapshot JSON can grow with long comment threads and run histories; v1 intentionally favors complete, inspectable examples over aggressive truncation. - Commit SHA resolution is evidence-based and records `exact`, `nearest_run`, or `none` so downstream consumers can account for confidence. - The API is additive, but future UI work must continue to treat the snapshot as immutable and use notes-only updates. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using `gpt-5.3-codex`, with repository tool use, terminal execution, and code-editing capabilities; context-window size is not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
1f1f545238 |
feat: add built-in summarizer and summary slots (#9713)
## Thinking Path > - Paperclip is the open source control plane people use to organize, govern, and understand AI-agent work > - Operators need concise, current status views across projects and execution workspaces without manually reading every issue and run > - Paperclip already has auditable issues, documents, built-in agents, routines, and live run events, but no first-class summary-slot workflow connecting those systems > - A built-in Summarizer can generate status prose through ordinary governed tasks while summary slots provide stable, revisioned destinations for that output > - The UI needs to show current summaries, generation progress, failures, revisions, and streaming draft status in the places operators already work > - This pull request adds the end-to-end summary-slot data, API, agent, orchestration, and UI surfaces behind an experimental setting > - The benefit is decision-oriented status context that remains company-scoped, auditable, retryable, and inexpensive by default ## Linked Issues or Issue Description No public GitHub issue exists for this feature. **Problem** Operators currently have to reconstruct project and workspace status by reading many issues, runs, and comments. This makes it hard to identify decisions, review queues, recent work, and the next event worth watching. **Proposed capability** Add an experimental summary system with revisioned summary slots for projects and workspaces, a paused-by-default built-in Summarizer agent, governed generation tasks, live draft status, and reusable UI cards. **Expected behavior** - Summary data remains company-scoped and revisions remain auditable. - Generation runs through normal issue/agent orchestration and deduplicates active requests. - Only the linked built-in Summarizer generation task can author a slot revision. - Operators can generate, retry, inspect revisions, and follow draft progress from project and workspace views. - The feature remains opt-in and background generation remains paused by default. ## What Changed - Added summary-slot schema, idempotent migrations, shared contracts, validators, API paths, and service tests. - Added company-scoped summary-slot routes for reading revisions, requesting generation, and guarded Summarizer writes with activity logging. - Added terminal generation finalization, failure reasons, assignment wakeups, and orchestration integration. - Added the paused-by-default built-in Summarizer bundle, low-cost runtime defaults, status-summarization skill, and stale-summary routine. - Added summary cards, revision selection, retry/configuration states, live draft streaming, transcript chunk handling, and project/workspace integrations. - Updated Claude local parsing for streamed status output and expanded server, adapter, shared, database, catalog, and UI coverage. ## Verification - `pnpm -r typecheck` - `pnpm exec vitest run packages/db/src/summary-slots-schema.test.ts packages/shared/src/summary-slot.test.ts server/src/__tests__/summary-slot-routes.test.ts server/src/__tests__/summary-slots.test.ts server/src/__tests__/built-in-agents.test.ts ui/src/components/SummarySlotCard.test.tsx ui/src/components/SummarySlotCard.status.test.tsx ui/src/components/useSummaryDraftStream.test.tsx ui/src/lib/summary-draft-stream.test.ts ui/src/lib/run-log-chunks.test.ts ui/src/context/LiveUpdatesProvider.hook.test.tsx` — 113 tests passed - `pnpm test:run` — server and UI suites passed; one CLI AWS doctor test was affected by inherited `AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, and passed when those host credentials were removed - `pnpm exec vitest run cli/src/__tests__/secrets.test.ts` with inherited AWS credential variables removed — 8 tests passed - `pnpm build` - `pnpm check:token-gates` currently reports nine `#9627` comment references introduced by current `master`; none are in this PR diff ## Risks - Database risk is limited by incrementally ordered, idempotent migrations and migration safety checks. - Summary generation creates normal issues/runs, so misconfiguration can produce failed slots; the UI exposes retryable failure reasons and agent configuration entry points. - Streaming draft parsing depends on the documented `STATUS:` protocol; final persisted revisions remain the source of truth. - The feature is experimental, opt-in, and its built-in routine is paused with no background token spend by default. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5.3 Codex with reasoning, repository tool use, code execution, GitHub CLI, and Paperclip control-plane integration. Earlier branch commits also record Claude model co-authorship where applicable. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
|
b07b2994cc |
feat: stamp responsible users on activity logs (#9731)
## Thinking Path > - Paperclip is the control plane people use to manage AI-agent companies and their work > - The activity log is the generic audit spine for mutations across the control plane > - Activity rows identify agents and runs, but they do not persist the responsible human upstream > - Relying only on run joins loses attribution after run pruning and misses agent API-key actions outside a run > - This pull request resolves responsible-user attribution when each activity row is written and stores it directly > - The benefit is durable, queryable agent audit feeds without rewriting historical provenance ## Linked Issues or Issue Description ### Problem or motivation Agent activity records do not persist the responsible user, so attribution can disappear when runs are pruned and no-run API-key mutations cannot be attributed correctly. ### Proposed solution Resolve attribution for each new activity row from the run, related issue, active agent API key, or company default, in that order, and persist the result directly. ### Alternatives considered Read-time joins alone were rejected because pruned runs lose durable attribution and out-of-run agent-key actions have no run to join. Historical backfill was rejected because it would invent provenance. ### Roadmap alignment This strengthens the durable audit-trail direction described in `ROADMAP.md` without adding a new product surface. ## What Changed - Added nullable `activity_log.responsible_user_id` plus company/agent/time and company/responsible-user/time indexes. - Added an idempotent forward-only migration with no historical backfill. - Added centralized write-time resolution: heartbeat run → issue attribution → active agent API key → company default. - Propagated authenticated API-key IDs through existing request-backed `logActivity()` calls. - Added unit coverage for every fallback and an embedded-Postgres assertion for the no-run API-key stamping path. ## Verification - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/activity-log-responsible-user.test.ts src/__tests__/authz-company-access.test.ts` - Initial focused verification: 25 tests passed; migration safety passed. - Follow-up regression verification: 54 focused attribution/company-skill/environment/issue-tree/tool-gateway tests passed; server typecheck passed. - GitHub: full build, typecheck, server shards, serialized suites, e2e, security, and policy checks passed. ## Risks - Adding two indexes to an existing large table can hold a write lock while the transactional migration runs. The migration safety suppressions document why `CONCURRENTLY` is unavailable under the current Drizzle migration runner. - Historical rows remain nullable by design; this avoids inventing provenance and keeps the migration forward-only. - API-key attribution requires request-backed activity call sites to pass the authenticated key ID; this PR mechanically updates the existing actor-based activity calls and covers the no-run path with integration testing. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.4`; context-window size was not exposed by the runtime. Medium reasoning with repository editing, terminal execution, and test execution capabilities was used. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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53f09cb818 |
fix: prevent duplicate task creation and recovery loops (#9648)
## Thinking Path > - Paperclip is the open source control plane people use to coordinate AI-agent companies > - Agents, routines, productivity review, and recovery services can all create or re-trigger work > - Repeated heartbeats or catch-up cycles can produce duplicate tasks or repeat recovery actions before prior work is visible > - The base duplicate-create and routine catch-up coalescing work has now landed on `master` via related PRs while this PR was being prepared > - This pull request carries the remaining hardening: bounded idempotency retention, recovery cooldown/throttle fixes, productivity-review query batching and ordering fixes, and regression coverage > - The benefit is fewer duplicate tasks, safer retries, and enough provenance to diagnose any future recurrence ## Linked Issues or Issue Description Agents can retry issue creation after ambiguous responses or independently recreate the same child title, while recovery and short-interval routine catch-up paths can repeat before prior work settles. This can produce visible duplicate tasks and makes the originating heartbeat difficult to identify. Related work: Refs #8356 for caller-supplied issue-create idempotency and Refs #9224 for plugin-scoped issue-create idempotency. Prior related PR: #6936. The base issue-create deduplication and routine catch-up coalescing pieces have since landed on `master` via #9650 and #9649; this PR remains as the follow-up hardening stack on top of those changes. ## What Changed - Add 7-day retention for issue-create idempotency claims with indexed, batch-limited cleanup so the claim table does not grow forever. - Preserve recovery cooldown intent after terminal recovery actions are closed, and throttle repeated source-scoped recovery work. - Batch productivity-review source-activity checks to avoid repeated per-source queries while keeping the no-action suppression behavior. - Order productivity-review no-action streak windows by review creation time, matching the window semantics even when completion timestamps are out of order. - Preserve generated issue IDs in route mocks used by backlog/assignment contract tests. - Document PR-gardening task deduplication expectations in the company skill. - Add focused regression tests for idempotency retention, liveness recovery cooldowns, and productivity-review batching/suppression/ordering behavior. ## Verification - `pnpm --filter @paperclipai/server typecheck` — passed on latest head. - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/productivity-review-service.test.ts server/src/__tests__/issue-create-deduplication-routes.test.ts --reporter verbose` — 2 files, 23 tests passed on latest head. - `pnpm --filter @paperclipai/adapter-utils build && pnpm exec vitest run --project @paperclipai/adapter-utils --reporter dot` — 30 files passed, 476 tests passed, 8 skipped. - `pnpm build` — passed on latest head. - `pnpm -r typecheck` — passed on the rebased head before the final productivity-review ordering commit; the latest touched server code is covered by the server typecheck above. - `pnpm check:token-gates` — passed. - `pnpm test:run` — progressed through server, UI, CLI, shared, skills-catalog, and DB sections, then exposed an adapter-utils compiled-test fingerprint mismatch before rebuilding adapter-utils; the adapter-utils project passed after rebuild, and the GitHub split PR checks passed on the pushed head. ## Risks - Caller-supplied idempotency replay is now bounded to 7 days; reusing an old key after retention can create new work, which matches retry-oriented idempotency semantics. - Recovery and productivity-review timing changes may suppress redundant follow-up work; focused tests cover the intended boundaries. - Advisory locking and idempotency cleanup rely on PostgreSQL-compatible transaction semantics already used by the production data layer. - The migration extends the private claim table indexes without rewriting existing issue rows. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex based on GPT-5, with reasoning, repository editing, shell/tool execution, and test execution. Exact model ID and context-window size are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
52aea90263 |
feat: organize skills with nested folders and My Skills (#9633)
## Thinking Path > - Paperclip is the open source control plane people use to organize and govern AI-agent companies > - Company skills are durable resources that users browse, import, assign, and maintain over time > - A flat skill list plus tags does not provide a stable location or hierarchy for personal, company, project-imported, and bundled skills > - Folder paths need to be canonical, company-scoped, safe to move, and preserved across re-imports without changing skill IDs > - The `/skills` UI also needs traversal, breadcrumbs, move/create flows, and a dedicated My Skills namespace that work on desktop and mobile > - This pull request adds the folder data model and APIs, reserved-root lifecycle, project import behavior, and the folder-first skills experience > - The benefit is a predictable filesystem-like organization model while tags remain available for cross-cutting classification ## Linked Issues or Issue Description Refs #9619 — the reviewed folder foundation was intentionally closed and folded into this combined feature PR. Refs #9026 — earlier flat-folder attempt superseded by this integrated implementation. Refs #3281 — related skill organization proposal; this PR uses canonical persisted folders rather than deriving groups from skill keys, and does not add hidden-skill behavior. **Feature request** - **Problem:** Skills currently lack a canonical hierarchical location, making personal skills, project imports, bundled skills, and company-authored skills difficult to traverse and manage at scale. - **Proposed behavior:** Add nested company-scoped folders with stable paths, reserved My/Projects/Bundled roots, subtree queries, safe move/create operations, and a folder-first `/skills` library UI. - **Import behavior:** New project scans file skills under `projects/<project-slug>`; later imports update content without overriding a user-selected folder. - **Alternatives considered:** Tags alone remain useful for cross-cutting classification, but they do not provide canonical location, nesting, reserved namespaces, or stable import placement. - **Roadmap alignment:** Extends the completed Skills Manager and Scheduled Routines capabilities without duplicating an active roadmap item. ## What Changed - Adds `folders` persistence for routine and skill folders, nested canonical paths, parent/slug/system-key fields, migration backfills, and reapply-safe migrations `0174`–`0175` after current master migrations. - Adds company-scoped folder CRUD, cycle/depth/namespace validation, reserved My/Projects/Bundled lifecycle, item moves, subtree filtering, and folder paths on skill results. - Preserves project-import placement: first import files into the project folder, while re-import keeps user-owned placement and stable skill IDs. - Adds the `/skills` folder tree rail, tags facet, breadcrumbs, subfolder browser, move/new-folder dialog, canonical detail location, inline tag editing, and folder-aware Studio creation. - Keeps bundled skills read-only even when their source metadata is incomplete by detecting the reserved Bundled folder and hiding selection/move actions. - Extends routine folder UI and OpenAPI coverage, and adds regression tests across migrations, services, routes, tree helpers, pages, and Studio creation. ## Verification - `pnpm exec vitest run packages/db/src/nested-skill-folders-migration.test.ts server/src/__tests__/folders-routes.test.ts server/src/__tests__/folders-service.test.ts server/src/__tests__/company-skills-service.test.ts server/src/__tests__/routines-service.test.ts ui/src/components/folders/FolderControls.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx ui/src/components/folders/skill-folder-tree.test.ts ui/src/pages/CompanySkills.test.tsx ui/src/pages/Routines.test.tsx ui/src/pages/SkillStudio.test.tsx ui/src/lib/company-skill-routes.test.ts ui/src/lib/skill-create.test.ts` — 13 files, 192 tests passed. - `pnpm exec vitest run ui/src/pages/CompanySkills.test.tsx ui/src/components/folders/SkillFolderTree.test.tsx` — 2 files, 20 tests passed after preserving the existing PR's bundled-skill fixes. - `pnpm -r typecheck` — passed for all workspace packages. - `pnpm test:run` — passed in an isolated CI-like environment with inherited Paperclip runtime identity and static AWS credential variables removed. - `pnpm build` — production build passed for all workspace packages. - Greptile iteration 2 — 5/5 confidence with zero unresolved threads on commit `ff2d67aa71`. - Latest-head GitHub checks — all success, neutral, or skipped; PR is mergeable with a clean merge state. - `pnpm check:token-gates` — reports nine existing `#9627` comment false positives already present on `master`; this PR introduces no new token violation. ## Risks - **Migration/backfill:** `0174` creates the foundation and `0175` adds nested/reserved semantics. Both are ordered after current master migration `0173`, are covered by numbering/safety checks, and are designed to be reapply-safe. - **Reserved namespaces:** My, Projects, and Bundled roots are service-managed. Regression coverage prevents namespace squatting, cross-company folder use, bundled writes, cycles, and excessive depth. - **Behavioral change:** Project scans choose a project folder only on initial creation; existing skills deliberately retain their current folder during refresh. - **UI scope:** The folder rail applies to the Installed library; Catalog retains the discovery-oriented category sidebar. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI `gpt-5.5` in Codex CLI, medium reasoning mode; runtime did not expose a context-window value. Used repository/file tools, terminal execution, Git/GitHub operations, test execution, and code editing. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |