516 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	bf95a7eae2	fix(ui): stabilize active-run steering queue (#12834) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The issue detail page shows a live agent run and accepts follow-up instructions. > - A follow-up must stay in a stable queue until the user sends, reorders, or removes it. > - Native runners can receive a steering event in the active run. > - Legacy runners must interrupt the active run and start a follow-up run. > - The current UI moved comments between the queue and the transcript and could show duplicate text or ambiguous chronology. > - This pull request makes the queue projection durable, keeps each message in one clear place, and labels when queued input was actually steered or delivered. > - The benefit is predictable steering with stable ordering, no duplicate messages, and visible causal timing. ## Linked Issues or Issue Description Refs #11374. Refs #12591. **What happened?** During an active run, a new follow-up could first appear as a transcript bubble and then move into the steering queue. After a steer or remove action, it could appear again. Progress text could also repeat the final response text. Once consumed, a queued bubble displayed only its original submission time even though it moved to its later causal slot, and a native run split by steering looked like two unrelated runs. **Expected behavior** An active-run follow-up must appear in the queue immediately. A native steer must move it once into the active run. A legacy interrupt must move it once into the follow-up run. A removed item must stay removed. Progress text that is identical to the final response must appear once. Consumed follow-ups must show both queue and steer/delivery times, and post-steer native segments must identify themselves as continuations of the same run. **Steps to reproduce** 1. Start a long-running task. 2. Send two or more follow-up messages while the agent is active. 3. Reorder the messages and remove one message. 4. Send the first queued message as steering. 5. Observe the queue and transcript during and after both runs. **Paperclip version or commit** The problem reproduced on commit `da1e40302`. **Deployment mode** Local development with the embedded database. ## What Changed - Project queued comments into the steering well for native and legacy live runners. - Send native steering to the active run and use interrupt-and-follow-up for legacy runners. - Keep optimistic queue order stable across refreshes and roll back failed actions. - Remove discarded comments from the transcript cache and keep them removed when the queue becomes empty. - Collapse only the final progress occurrence matching the durable response, including across steered transcript segments. - Show `Queued … · Steered …` for same-run input and `Queued … · Delivered …` for successor-run input at their causal positions. - Label settled and live post-steer segments `Continued after steering` and time them from the steer boundary. - Add regression tests for queue display, steering, fallback interrupt, reorder, remove, rollback, duplicate text, causal timestamps, and live/settled continuation headers. ## Verification - Ran the final focused steering/chronology UI suite with 233 passing tests. - Ran the activity-service regression suite with 5 passing tests. - Ran the broader queue-focused UI suite with 298 passing tests before the final chronology refinement. - Ran `pnpm -r typecheck` successfully. - Ran `pnpm build` successfully. - Ran `pnpm check:token-gates` successfully. - Tested native steering in a real browser with a 90-second baseline wait and a three-second steering correction. - Confirmed that the old final response did not appear before the steered response. - Tested three queued messages in a real browser. - Confirmed that reorder changed delivery order and that the removed message was never sent or shown again. - Tested a legacy runner in a real browser. - Confirmed that it used the interrupt fallback and showed the follow-up once. - Reloaded a saved mixed-steer/successor-run thread and confirmed the causal timestamps and continuation header render in the correct positions. - The complete macOS suite reaches five unrelated platform assertions in workspace-runtime tests. Two compare `/var` with `/private/var`. Three require Linux `/proc` listener data. GitHub Actions provides the authoritative Linux run. ## Risks - Low risk. The change is limited to issue-chat queue projection and transcript presentation. - The server run-history API adds only a read-only `contextIssueId` projection; the database schema does not change. - Optimistic actions restore the prior UI state when a request fails. ## Model Used - OpenAI Codex with GPT-5, extended reasoning, browser automation, shell tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-04 12:54:00 -05:00
DottaandPaperclip	27622c156a	fix(ui): recover expired Cloud tenant sessions (#12826) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip Cloud serves each tenant through a browser session and an HttpOnly cookie. > - A parked tenant tab can outlive that tenant session. > - The active SPA then receives a tenant-session 401 from its API calls and shows the internal error code. > - A page reload already enters the secure Cloud document and OIDC handoff and keeps the requested tenant route. > - This pull request detects only the two Cloud tenant-session 401 codes and starts that existing handoff once. > - The benefit is that an expired tenant session recovers without exposing tokens or showing temporary API errors. ## Linked Issues or Issue Description **What happened?** A Paperclip Cloud tenant tab can stay open after its HttpOnly tenant session expires. The next API request returns `401 tenant_session_required` or `401 tenant_session_invalid`. The SPA shows the internal error code in the full page or in sidebar data consumers. A manual page refresh clears the error. **Expected behavior** The tenant tab must enter the existing Cloud session handoff when an API request reports an expired tenant session. The handoff must keep the current route and query. The UI must not show the internal tenant-session error code. **Steps to reproduce** 1. Open a Paperclip Cloud tenant route. 2. Keep the SPA open until the tenant session expires. 3. Let the page make an API request. 4. Observe the tenant-session 401 in the page or sidebar. 5. Refresh the page and observe that the existing Cloud handoff restores the session. **Paperclip version or commit** The problem reproduces on `master` at commit `b5f862376`. **Deployment mode** Paperclip Cloud tenant deployment. ## What Changed - Added one tenant-session recovery coordinator for exact top-level Cloud error codes. - Reloaded the top-level document once and shared one pending promise across concurrent failures. - Applied recovery before normal error handling in the shared API client, auth API, and health API. - Applied the same recovery to direct audit CSV exports and provider trace downloads. - Preserved ordinary self-hosted 401 behavior and avoided automatic mutation replay. - Added tests for exact detection, concurrent failures, auth-session behavior, health bootstrap, and direct-fetch behavior. ## Verification - `pnpm exec vitest run --config vitest.config.ts src/lib/tenant-session-recovery.test.ts src/api/client.test.ts src/api/auth.test.ts src/api/health.test.ts src/api/heartbeats.test.ts src/api/audit.test.ts` from `ui/` — 30 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — the changed UI tests passed, but the full local macOS run also hit existing failures in untouched server worktree and temporary-path tests. - GitHub verification — 30 checks passed, no checks failed, and the Storybook job was intentionally skipped because this PR has no visual changes. - Greptile — 5/5 on `fbba29a2f`, with no open findings. ## Risks - Low risk. Detection requires HTTP 401 and one exact top-level Cloud error code. - The recovery promise intentionally stays pending because document navigation replaces the active SPA. - If the Paperclip ID session has also expired, the existing Cloud sign-in flow remains authoritative. - This change does not modify APIs, cookies, token lifetimes, database state, or Cloud server code. > 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. The agent runtime identifies the model as GPT-5. The context-window size is not exposed. Reasoning, repository editing, shell execution, test execution, and GitHub CLI tool use were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-04 07:29:14 -05:00
Michael NguyenandClaude Fable 5	2a5aa5e213	feat(ui): viewer=full document deep link opens the maximized side pane (#12812) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents ask humans for decisions through approval cards, and a chat gateway plugin can forward those cards to Slack with an "Open task" button > - The button opens the bare task page; to read the document under approval, the reviewer must click four more times (open the side pane, open the Artifacts tab, open the artifact, maximize the pane) > - Approvals are the highest-frequency human touchpoint, so each removed click matters > - This pull request adds a `viewer=full` option to the existing `#document-<key>` deep link; the link now opens the target document and maximizes the side pane > - The benefit is one-click access from an external notification to a full-size reading surface for the document under approval ## Linked Issues or Issue Description **What existing behavior does this improve?** The issue page already supports `#document-<key>` deep links. They open the document in the side pane, but at the pane's default width. **Current behavior** An external link cannot request the maximized (full-size) document view. A reviewer who follows an approval notification must maximize the pane by hand each time. **Proposed behavior** `#document-<key>&viewer=full` opens the document and maximizes the side pane. Plan documents open in the Plan tab, maximized. Mobile keeps the full-screen sheet. Unknown `viewer` values are ignored, so old links and new links stay compatible in both directions. **Reason and benefit** Chat notifications about approvals can now land the reviewer directly on a full-size view of the document they must read. This removes four clicks from every approval review. **Breaking changes** None. The parameter is optional and additive. Links without it keep today's behavior. ## What Changed - `ui/src/lib/document-annotation-hash.ts`: parse and build an optional `viewer=full` parameter in document hashes. - `ui/src/lib/issue-document-deep-link.ts`: thread a `maximize` flag on properties-pane routes; the continuation-summary route is unchanged. - `ui/src/context/PanelContext.tsx`: add a one-shot panel maximize request (`requestPanelMaximize` / `clearPanelMaximizeRequest`). - `ui/src/components/PropertiesPanel.tsx`: the resizable panel host consumes a pending request once it is visible and laid out, then clears it. - `ui/src/pages/IssueDetail.tsx`: request the maximize on the desktop deep-link path only; mobile keeps the sheet. - Tests for all of the above. ## Verification - `cd ui && pnpm typecheck` — clean. - `cd ui && pnpm vitest run src/lib/document-annotation-hash.test.ts src/lib/issue-document-deep-link.test.ts src/components/PropertiesPanel.test.tsx` — 31/31 green. - New cases cover: `viewer` parse/build round trip, unknown values ignored, maximize routing for document and plan tabs, a pending request consumed on mount, and a request held while the panel is hidden. - Manual check: open an issue with `#document-<key>&viewer=full` in the URL; the pane opens on that document, maximized. Remove the parameter; the pane opens at its normal width. ## Risks - Low risk. The parameter is optional; no data, schema, or API changes. - The maximize request lives in React context as a one-shot flag. It is cleared on first consumption, so a stale request cannot re-maximize the pane on later navigations. - If a link carries `viewer=full` on a web build older than this change, the parameter is ignored and the document still opens. ## Model Used - Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session with extended thinking and tool use (file edits, shell, test runs). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-09-03 20:27:25 -10:00
Devin Foley	54dd0f4868	feat(agents): grant new agents hire permission by default (#12814) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent permissions control which agents can create or hire other agents (`canCreateAgents`) > - Today only CEO-role agents get this permission by default; every other agent starts without it > - Teams that want agents to delegate and build out their own teams must flip the toggle on each hire, and most operators want delegation to work out of the box > - This pull request makes `canCreateAgents` default to enabled for new standard-trust agents, while low-trust agents keep a disabled default > - The benefit is that agent teams can grow without per-agent permission toggling, while low-trust containment and checkout protection stay intact ## Linked Issues or Issue Description Related (not fixed by this PR): #8064 also decouples an authority from `agents:create`. **Subsystem affected** Server agent permissions (`server/src/services/agent-permissions.ts`), authorization (`server/src/services/authorization.ts`), the shared `agentPermissionsSchema` validator, and the UI trust-preset helper. **Problem or motivation** New agents cannot hire other agents unless an operator enables `canCreateAgents` on each one. Only CEO-role agents get the permission by default. This blocks delegation-by-default workflows. Operators must toggle the permission for every hire. **Proposed solution** Default `canCreateAgents` to `true` for newly created agents. Apply and persist the default at creation only. Stored rows without an explicit value stay fail-closed at read and enforcement time. Keep the default at `false` when the agent's permissions record marks it low-trust (the `low_trust_review` preset or a trust boundary). Explicit values always win. Decouple `tasks:manage_active_checkouts` from `canCreateAgents` so the default-on flag does not let a peer agent write over another agent's checked-out issue. **Alternatives considered** Granting the default only at the route layer would leave stored rows and enforcement out of sync. Keeping the checkout authority coupled to `canCreateAgents` would void the active-checkout write protection once the flag is default-on. A per-company setting adds configuration surface without a clear need; explicit per-agent overrides already exist. **Roadmap alignment** Governance and trust-preset work already separates standard-trust from low-trust agents. This change follows that line: capability by default for standard trust, containment by default for low trust. ## What Changed - `normalizeAgentPermissions` now takes a `create`/`stored` context. Creation writes get the new default: enabled unless `permissionsImplyLowTrust()` detects the low-trust review preset or a trust boundary. Stored rows without an explicit value normalize to disabled (fail-closed). The role parameter is gone. - `agentPermissionsSchema` no longer injects `canCreateAgents: false` when the field is omitted. The server-side default applies instead. - `authorization.ts` normalizes raw agent rows for `agents:create`, so enforcement matches what the API reports for legacy rows. - `tasks:manage_active_checkouts` no longer rides on `canCreateAgents`. CEO role, explicit grants, and the manager chain remain the paths. - `agents:create` is denied outright inside any resolved low-trust execution context (agent, project, issue, or run policy). The default-on flag can never reach the legacy creator allow there. - The UI trust-preset helper sets `canCreateAgents: false` when an agent is switched to the low-trust preset, instead of carrying the old value forward. - `doc/CLI.md` describes the new default for `teams install`. - Tests pin the default matrix (standard, low-trust, explicit overrides) on the server and in the UI helper. ## Verification - `cd server && npx vitest run src/__tests__/agent-permissions-service.test.ts src/__tests__/agent-permissions-routes.test.ts src/__tests__/low-trust-red-team-routes.test.ts src/__tests__/authorization-service.test.ts` — 143 tests pass. - Broader sweep: 18 suites that touch `canCreateAgents` (hire, pending-approval, teams catalog, portability, built-in agents, plugin-managed agents) pass locally. - `cd ui && npx vitest run src/lib/trust-policy-ui.test.ts src/components/TrustPresetSection.test.tsx src/pages/NewAgent.test.tsx src/pages/Agents.test.tsx` — passes. - Typecheck is clean for the changed files in `packages/shared`, `server`, and `ui`. ## Risks - Behavioral shift: agents created after this change persist `canCreateAgents: true` unless low-trust. Pre-existing agents keep their stored value. Legacy or malformed permission records without an explicit value stay fail-closed at read and enforcement time; they never gain the authority retroactively. - Low-trust runs can no longer create agents at all, even when the agent carries an explicit `canCreateAgents: true`. Before this change, that combination could hire. The red-team suite and a new authorization test pin the denial. - Narrowing: a non-CEO agent with `canCreateAgents: true` loses implicit `tasks:manage_active_checkouts`. The manager chain and explicit grants still provide it. This narrowing is deliberate; without it, the default-on flag would let any peer bypass active-checkout write protection. - No migrations. No API shape changes. Low-trust defaults are covered by the red-team regression suite. ## Model Used - Claude Fable 5 (`claude-fable-5`), Anthropic — via Claude Code CLI with extended thinking and tool use (code search, editing, local 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	2026-09-03 23:26:51 -07:00
DottaandPaperclip	f449b05bc5	feat(apps): unify permissions and action testing (#12802) ... ## Thinking Path > - Paperclip is the control plane for companies that use AI agents. > - Apps give humans and agents controlled access to external services. > - The existing app detail flow split permissions, tests, setup, and activity across separate pages. > - The split made access rules harder to understand and made reconnect work hard to find. > - New write actions also defaulted to Ask first, which did not match the intended connection policy. > - This pull request combines permission control and action testing, removes the setup page, and moves connection activity into Audit. > - The benefit is one clear place to configure, test, reconnect, and review each app. ## Linked Issues or Issue Description **What existing behavior does this improve?** The installed app Permissions, Test, Setup, and Activity views. **Subsystem affected** Cross-cutting. This change updates the React UI, shared app defaults, server permission behavior, tests, smoke scripts, and connection documentation. **Current behavior** App access and action testing use separate pages. The app detail view also links to a setup page after installation. Connection activity uses a separate tab. New write actions default to Ask first. **Proposed behavior** Permissions uses the connection access language from the initial flow. It includes searchable Read and Write sections, a three-state permission control, and a Test dialog for each action. Reconnect appears below a Needs attention header on Permissions and Review. Old Setup and Test links redirect to Permissions. Old Activity links redirect to the filtered company Audit feed. New write actions default to Allowed. **Reason and benefit** A person can understand and test app access without moving between several pages. Reconnect work stays visible where the person reviews the connection. Audit events use one consistent feed and filter model. New connections have the intended default policy. **Breaking changes** The Setup, Test, and app Activity tabs are removed. Existing deep links redirect to their replacement pages. Existing saved action permissions do not change. Only defaults for new write actions change. **Additional context** This builds on the managed app connection work in #12728. A search found no duplicate open pull request or issue. ## What Changed - Combined action testing with Permissions. - Added searchable Read and Write action groups. - Added Off, Ask first, and Allowed controls with tooltips. - Added an action Test dialog with agent selection, arguments, and formatted results. - Removed the installed-app Setup and Activity tabs. - Added reconnect guidance to Permissions and Review when a connection needs attention. - Routed connection activity into the company Audit feed and preserved the Apps & tools filter in streamlined Audit. - Moved connection removal to the Connectors-page management menu. - Made new write actions default to Allowed across connection creation paths. - Updated regression tests, browser suites, smoke scripts, and connection documentation. ## Verification - `pnpm check:token-gates` - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/generic-mcp-connection.test.ts server/src/__tests__/tool-access-service.test.ts ui/src/components/AppConnectionSidebar.test.tsx ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/AppNotConnected.test.tsx ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/pages/apps/Connections.test.tsx ui/src/pages/apps/composio-services.test.ts ui/src/pages/audit/AuditFeed.test.tsx ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed) - `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx ui/src/pages/audit/AuditHub.test.tsx ui/src/pages/audit/AuditFeed.test.tsx ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx` (96 tests passed) - Targeted Playwright verification for connection removal, rename on Permissions, inline action testing, and Smoke Lab Audit evidence (5 flows passed) - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` completed with 5,755 passing tests and 20 unrelated macOS harness failures. The failures use `/tmp` versus `/private/tmp`, invalid ports above 65535, and workspace fixtures outside this change. ## Risks - Low migration risk. This change has no database migration. - Old app-detail URLs depend on redirect compatibility. - New connections grant write actions by default. Finalization remains configure-authorized and audited, Ask first and Off remain available per action, and existing connections keep their saved policy. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected - check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, exact model ID `gpt-5`. The client does not expose the context-window size. The model used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-03 21:23:26 -05:00
DottaandPaperclip	5f87090894	Make managed Cloud OAuth handoffs invisible (#12790) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Apps let people give agents governed access to external providers > - Paperclip Cloud brokers shared provider authorization for managed stacks > - The managed flow sent the browser through a confirmation page after the tenant had already prepared sign-in > - A lost confirmation response could also show an expired-session error before the provider page opened > - This pull request adds an opaque handoff contract and one shared tenant coordinator > - The benefit is a direct and recoverable transition from Paperclip to every Cloud-brokered provider ## Linked Issues or Issue Description **What happened?** A managed Paperclip Cloud connection opened the Cloud confirmation route. A response-loss race could show an expired-session error while the authorization still continued. **Expected behavior** The current Paperclip loading state must stay visible while the tenant exchanges an opaque session. The browser must then open the provider directly. Self-hosted and direct OAuth must keep their existing behavior. **Steps to reproduce** 1. Open Apps on a Paperclip Cloud stack. 2. Start a managed provider connection. 3. Select Continue to sign in. 4. Observe that the browser visits the Cloud confirmation route before it reaches the provider. **Paperclip version or commit** `b872cd3d1b404bdaff70af493a2973ceb7e5d6ec` **Deployment mode** Paperclip Cloud hosted stack. No related open issue or pull request was found in the repository search. ## What Changed - Add a backward-compatible opaque Cloud handoff to the shared OAuth start contract. - Validate the Cloud descriptor on the server and expose no browser-selected endpoint. - Exchange managed handoffs through one fixed same-origin route in every Apps OAuth launcher. - Keep dialog popups reserved before asynchronous work and retain the tenant loading state. - Add recent-login resume storage, bounded retry behavior, terminal tenant errors, tests, and Storybook states. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - Focused connector and UI suites: 184 passed and 202 skipped. - `pnpm build` - `pnpm build-storybook` - The full local suite reached one unrelated macOS path-alias failure. The untouched test expected `/var/...` and received the equivalent `/private/var/...`. The same test reproduces in isolation. ## Risks - A malformed managed descriptor now fails closed in Paperclip instead of opening a URL. - A legacy Cloud deployment can omit the descriptor. Paperclip then uses the existing validated confirmation URL. - Direct provider OAuth and self-hosted flows do not receive a handoff and remain unchanged. - Rollback is a normal revert of this commit because the contract is optional and backward compatible. > 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, reasoning mode, tool use, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-03 16:33:13 -05:00
Devin Foley	236588c753	fix(ui): stamp the service worker with a per-build id so deploys reach parked tabs (#12725) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The web UI ships a service worker (`ui/public/sw.js`) plus update logic (`ui/src/lib/service-worker-updates.ts`) whose job is to keep long-lived, parked SPA tabs on the freshly deployed bundle. > - That reload-on-update path fires only on `controllerchange` — i.e., only when the browser installs a new `sw.js`. > - But `sw.js` was a static public asset (`CACHE_NAME = "paperclip-v2"`), copied verbatim and never varying per deploy, so a normal deploy (new app bundle, unchanged `sw.js`) installed no new worker and triggered no reload. > - So a parked tab kept running the old bundle after a deploy until a manual reload — the exact failure the update logic was written to prevent. > - This pull request makes `sw.js` change whenever the app bundle changes, by stamping it with a per-build id at build time. > - The benefit is that shipped UI fixes actually reach open tabs, instead of waiting for each user to reload by hand. ## Linked Issues or Issue Description No separate issue. Describing the bug in-PR using the bug-report fields: **What happened?** After a deploy that changes the app bundle but not `sw.js`, tabs left open across the upgrade keep running the old bundle indefinitely. The network-first service worker means a manual reload always recovers, but nothing triggers that reload automatically. Concretely, the `2026.831.1` onboarding fix did not reach tabs that were open on `2026.831.0`. **Expected behavior** When a new bundle is deployed, the existing update machinery (`registration.update()` on visibility/interval, reload on `controllerchange`) should bring parked tabs onto the new bundle without a manual reload. **Steps to reproduce** 1. Open the app and leave the tab open. 2. Deploy a build that changes the app bundle but not `sw.js` (the common case — `sw.js` was static). 3. Observe the open tab keeps running the previous bundle; no new worker installs, so no `controllerchange` and no reload. **Paperclip version or commit** Reproduced against `2026.831.1` and `master` before this change. **Deployment mode** Any web deployment that serves the built UI (local trusted quickstart, managed, or self-hosted). Related PRs (searched open + closed before opening this one): - Refs #12198 (merged) — added the parked-tab `update()`/`controllerchange` reload logic this PR completes by making `sw.js` actually change per deploy. - Refs #9951 (open) — an alternative "prompt to reload on new build" approach to the same problem; this PR instead reuses the existing silent auto-reload path. Reviewers may want to pick one. - Refs #8112 (open) — serves `sw.js` with `no-cache`; complementary (that keeps the worker script itself fresh; this makes the script vary per build). ## What Changed - `ui/public/sw.js`: derive `CACHE_NAME` from a `__PAPERCLIP_BUILD_ID__` placeholder so the worker source varies per build. - `ui/src/lib/vite-sw-build-id.ts`: new Vite build plugin that rewrites the placeholder in the emitted `sw.js` with the entry chunk's content hash (stable when the app is unchanged, new when it changes). Throws if the placeholder is missing, so the worker can never silently stop rotating. - `ui/vite.config.ts`: register the plugin. - `ui/src/lib/vite-sw-build-id.test.ts`: unit tests for the stamping helper, the build-id derivation, and a contract test that `public/sw.js` still carries the placeholder. ## Verification - `vitest run ui/src/lib/vite-sw-build-id.test.ts` — 7 tests pass. - `vite build` — the emitted `dist/sw.js` contains `BUILD_ID = "index-<hash>"` matching the entry chunk `dist/assets/index-<hash>.js`, and the `__PAPERCLIP_BUILD_ID__` placeholder is gone. A subsequent build with unchanged app code produces the same id (no needless worker churn); a build with changed code produces a new id. - Dev (`vite serve`) leaves the literal placeholder in `sw.js`, where HMR (not the worker) drives refreshes. ## Risks - Low risk, build-time only. No runtime service-worker logic changes beyond the cache name being build-specific; the activate handler already deletes all caches, so a rotating name is inert there. - If a future edit removes the placeholder, the build fails loudly rather than silently shipping a non-rotating worker. ## Model Used - Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), used with tool use, shell commands, file editing, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have 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 considered and documented any risks above - [x] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-03 13:08:19 -07:00
scotttong	4d30efa8e3	feat(ui): refine streamlined task experience (#12748)	2026-09-03 00:28:02 -07:00
scotttong	597fd63b61	feat(ui): add streamlined navigation foundation (#12746)	2026-09-02 23:55:43 -07:00
DottaandPaperclip	109d81db4f	Add task workspace picker to properties pane (#12693) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task properties pane lets an operator change the settings for one task. > - The pane did not let an operator select the execution workspace for the next run. > - The existing workspace card had selection rules that another control could copy by mistake. > - This pull request adds one shared selection module and one compact property picker. > - The picker keeps the current workspace active until the next run. > - The benefit is a clear workspace choice in the task properties pane without an API change. ## Linked Issues or Issue Description **Subsystem affected** ui/ — React + Vite board UI **Problem or motivation** An operator cannot set the execution workspace from the new task properties pane. The existing task workspace card also owns selection rules that a second control could copy and change over time. **Proposed solution** Add a compact workspace property picker. Put the shared selection and update rules in one UI module. Show the picker only when isolated workspaces and the project workspace policy are enabled. **Alternatives considered** The existing workspace card could remain the only control. This would leave the new task interface incomplete. The picker could also copy the card logic, but that would create two sources of truth. **Roadmap alignment** This is a small UI improvement for existing workspace controls. It does not duplicate a planned item in `ROADMAP.md`. Related workspace work: Refs #12682. That pull request changes runner recovery and other workspace controls. It does not add this task property picker. ## What Changed - Added shared helpers for the current workspace selection and its issue update payload. - Updated the existing workspace card to use the shared helpers without changing its project-default behavior. - Added a gated workspace property picker with mode and workspace search steps. - Added unit and component tests for visibility, selection payloads, search, and workspace reuse. - Rebased onto the upstream native-run teardown fix so CI drains background heartbeat writes before PostgreSQL cleanup. ## Verification - `NODE_ENV=test pnpm --filter @paperclipai/ui exec vitest run src/lib/issue-workspace-selection.test.ts src/components/IssueProperties.test.tsx src/components/RoutineRunVariablesDialog.test.tsx` — 74 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `NODE_ENV=test pnpm --filter @paperclipai/server exec vitest run src/services/native-runtime/native-question-bridge.test.ts` — 8 tests passed on the rebased head. The upstream teardown drain prevents the prior PostgreSQL cleanup deadlock. ## Risks - Low risk. This is a gated UI-only change. - A wrong selection payload could change the next workspace mode. Exact payload tests cover every mode. - The old card must keep its existing project-default payload. A shared-helper test covers that payload. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5. The exact serving revision and context window are not exposed. The agent used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-02 08:19:09 -05:00
DottaandPaperclip	4b6de5327e	Remove cheap model profiles (#12683) ... ## Thinking Path > - Paperclip manages agents that use different model providers and adapters. > - Paperclip must keep agent execution rules clear and predictable. > - The cheap-model profile added a second execution mode across adapters, task recovery, APIs, and the UI. > - That mode increased configuration and recovery complexity. > - This pull request removes the cheap-model profile as a product feature. > - The benefit is one model-selection path for normal work and recovery work. ## Linked Issues or Issue Description **What existing behavior does this improve?** This change simplifies model selection across agent configuration, task execution, recovery, and adapter capabilities. **Current behavior** Paperclip exposes cheap-model profiles in adapter metadata, agent runtime configuration, task overrides, recovery rules, APIs, and the board UI. Recovery work can select a different model profile from the agent's configured model. **Proposed behavior** Paperclip uses the agent's configured model for normal work and recovery work. Status-only recovery stays limited to coordination work. The API rejects legacy model-profile configuration. A migration removes stored model-profile values from existing agent, issue, and historical revision records. **Reason and benefit** One model path reduces configuration, API, UI, and recovery complexity. It also prevents status recovery from becoming a separate product-level model-routing feature. **Breaking changes** This change removes model-profile fields and adapter capability metadata. Existing stored model-profile values are removed by an idempotent migration. The validators reject new legacy profile values with clear errors. ## What Changed - Removed model-profile types, adapter capabilities, API fields, and model selection logic. - Removed cheap-model controls from agent and task UI surfaces. - Kept status-only recovery limited to coordination context while normal continuations use the configured agent model. - Added an idempotent migration that removes stored model-profile values from agents, issues, and configuration revisions without changing issue update timestamps. - Updated tests and product documentation for the single-model behavior. ## Verification - `pnpm check:token-gates` passes. - `pnpm -r typecheck` passes. - `pnpm build` passes. - `pnpm test:run` completed with 5,607 passing tests and 8 environment-sensitive failures in unrelated fixed-port and database-deadlock suites. The same failures repeated in an isolated rerun. CI is the final clean-room result. ## Risks - This is an intentional breaking change for clients that send model-profile fields. - The migration changes legacy agent, issue, and configuration-revision JSON. It is idempotent and preserves unrelated fields and issue update timestamps. - The change is cross-cutting because the removed feature existed in adapters, shared contracts, the server, plugins, and the UI. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with `gpt-5`. Reasoning and tool use were enabled. The runtime did not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 14:57:38 -05:00
Dotta	1ab159d3a7	feat(apps): consolidate connector management (#12684) ... Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-01 14:55:35 -05:00
DottaandPaperclip	141f202e40	Clean up experimental settings features (#12681) ... ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Instance settings control optional product features and developer tools. > - The experimental settings page mixed active experiments, internal tools, and old recovery controls. > - Some workspace links also used the selected company instead of the workspace owner. > - These problems made settings hard to scan and could send users to the wrong company route. > - This pull request removes old controls, groups developer settings, and resolves workspace links from workspace data. > - The benefit is a smaller settings surface and correct workspace navigation. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the instance experimental settings page, task watchdog controls, dependency wake recovery, and execution workspace routes. **Current behavior** The settings page shows old recovery controls and mixes product experiments with internal developer settings. Task watchdogs require an extra feature flag. Some direct workspace links use the current company prefix instead of the company that owns the workspace. **Proposed behavior** Remove the old task recovery experiment and its unused API surface. Make task watchdog controls available without the removed flag. Put worktree execution and managed environment controls in the developer section. Resolve direct workspace links from the workspace owner and reject a company prefix that does not own the workspace. **Reason and benefit** The smaller settings page is easier to understand. The server keeps only the dependency wake backstop that it still uses. Workspace links open under the correct company route. **Breaking changes** This removes the experimental issue graph recovery preview and run endpoints. It also removes the task watchdog feature flag. Task watchdog data and dependency wake behavior remain available. ## What Changed - Removed the old task watchdog and issue graph recovery feature flags. - Removed the old issue graph recovery preview, run controls, API contracts, and unused recovery implementation. - Kept resolved dependency wakes as the scheduler backstop. - Grouped product experiments and Paperclip developer settings on the instance settings page. - Made task watchdog controls available without an extra experimental flag. - Added owner-aware redirects and company checks for execution workspace routes. - Hid the false stopped-state badge while a workspace has no active runtime state. - Updated focused server and UI tests for the new behavior. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` completed with 5,620 passing tests and four failures in unchanged workspace runtime port tests. The same four failures repeat when the two files run alone. - The complete GitHub CI matrix passed, including all server, serialized server, build, canary, and end-to-end jobs. ## Risks - Clients that call the removed experimental recovery endpoints must stop calling them. - The route checks depend on workspace detail access. An unknown or cross-company workspace returns the global not-found page. - There are no database migrations, lockfile changes, workflow changes, or design image changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5. The exact deployment ID and context window are not exposed. Reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-01 14:23:05 -05:00
Dotta	131f5c4065	feat(runner): add administration and observability (#12641) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Administrators need bounded controls for experimental native execution. > - The lower stack adds remote Codex execution and the task workspace. > - Operators need to configure Codex safely and inspect provider traces. > - Unsupported providers must not appear as runnable choices. > - This pull request adds Codex-only administration and observability. > - The benefit is a default-off operational surface for production diagnosis. ## Linked Issues or Issue Description Refs #12640. Refs #12616. Refs #12352. **Subsystem affected** Agent configuration, instance experimental settings, run ledger, provider trace inspector, and administrator actions. **Problem or motivation** The native runner lacks one safe operator surface for Codex permissions, lifecycle, raw trace capture, and run inspection. The integration branch also contains provider choices that the production backend cannot execute yet. **Proposed solution** Expose only the qualified Codex controls. Keep Paperclip Developer Mode and runner preview ingress off by default. Gate raw trace actions by administrator access and existing trace authorization. **Alternatives considered** Exposing unfinished providers would create configurations that fail at runtime. Always-on tracing would increase sensitive data and storage risk. **Roadmap alignment** This work supports governed Cloud and Sandbox agents and production diagnostics. ## Stack - Base PR: #12640. - Lower PRs: #12639 and #12638. - This PR contains only its 54-file administration and observability delta. - This is the final feature PR in the Codex production stack. ## What Changed - Added Codex-only Paperclip Runner permission and lifecycle controls. - Added bounded warm idle configuration. - Kept the provider field fixed to Codex. - Added administrator-only one-run raw trace requests. - Added a persistent future-run raw trace toggle. - Added trace status, metadata, ledger, and canonical runner inspection. - Added JSON-RPC request-origin grouping and finalization lineage. - Restored the stateful PRP transcript parser and focused projection tests required by trace inspection. - Added default-off Paperclip Developer Mode. - Added Honeycomb run links for authorized developer mode. - Disabled the legacy operational skill for `paperclip_runner`. - Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner choices. - Did not change migrations, workflows, dependencies, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, server tests, repository typecheck, build, browser tests, security, and policy gates. - Tests cover Codex configuration defaults and bounds, administrator trace actions, persistent settings, ledger inspection, trace lineage, and Honeycomb links. - Existing server trace authorization and retention tests remain the backend authority. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/task-workspace-experience...HEAD` passes. - The delta contains 54 files. ## Risks - Raw provider traces can contain sensitive provider data. - Existing server authorization controls access, reveal, download, retention, and deletion. - The UI gates trace actions by administrator access and developer mode. - All new instance settings remain off by default. - Fresh Paperclip Runner configuration remains Codex-only. - Direct adapters and legacy task behavior do not change in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 03:41:23 -05:00
Dotta	39206c0096	feat(ui): complete the task workspace (#12640) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task page is the main place where people guide and review agent work. > - Native runner events already project into the existing task chat on the lower stack. > - The larger task workspace must support those events without breaking direct adapters. > - Legacy questions, final replies, empty transcripts, and classic controls must keep their behavior. > - This pull request completes the provider-neutral task workspace experience. > - The benefit is one coherent task surface for native and direct execution paths. ## Linked Issues or Issue Description Refs #12639. Refs #12617. Refs #12352. **Subsystem affected** Task chat, task detail, side panels, interaction forms, and transcript presentation. **Problem or motivation** The task page does not provide one complete workspace for live activity, plans, questions, queued guidance, files, and documents. Earlier native UI work also exposed compatibility risks in legacy question and reply paths. **Proposed solution** Add the task workspace components and provider-neutral protocol presentation. Keep runner-only controls behind runtime facts. Preserve all direct-adapter composer, transcript, interaction, and finalization behavior. **Alternatives considered** A separate runner page would duplicate task behavior. Replacing legacy transcript logic would create unnecessary adapter regressions. **Roadmap alignment** This work supports the unified task experience and the Cloud and Sandbox agents milestone. ## Stack - Base PR: #12639. - Lower PR: #12638. - This PR contains only its 119-file UI delta against `runner/remote-wss-transport`. - The next stack PR adds administrator and observability controls. ## What Changed - Added a reusable task workspace side panel for files and documents. - Added provider-neutral cards for tools, plans, questions, protocol activity, and progress. - Added queued guidance and richer composer state. - Added compact and expanded interaction presentation. - Added live activity, thinking, usage, recovery, and final reply presentation. - Added document annotations and task deep links. - Added bounded question validation and response handling. - Preserved native runner event projection from master. - Preserved legacy channel-less replies and explicit final reply precedence. - Preserved direct-adapter and classic-interface controls. - Did not change server execution selection, Rust code, migrations, workflows, or `pnpm-lock.yaml`. ## Verification - GitHub Actions will run UI tests, repository tests, typecheck, build, browser tests, security, and policy gates. - Tests cover active, settled, empty-transcript, interaction, queued-message, plan, question, file, document, and classic-interface states. - Compatibility tests cover direct adapters and native runner projection together. - Local tests were not run. The requested verification policy uses GitHub Actions for this series. - `git diff --check runner/remote-wss-transport...HEAD` passes. - The delta contains 119 UI-only files. ## Risks - This is a large task-page change. - Most files are new focused components and tests. - Shared transcript code keeps the lower native projection and legacy direct-adapter fallbacks. - Runner-only controls use adapter and runtime facts. - No execution path or rollout flag changes in this PR. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode, repository tools, GitHub tools, and parallel code-audit agents. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-01 02:44:19 -05:00
DottaandDev Agent	25cf079ec5	feat(runner): add Codex-native application integration (#12591) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runner package is useful only when the application can start, observe, and recover a native Codex run safely. > - Existing direct adapters must keep their current execution and finalization paths. > - The application boundary therefore needs additive persistence, authorization, coordination, and recovery behind an explicit experimental adapter. > - This pull request adds that Codex-only boundary without activating generalized providers, remote environments, or the later task/SDK surfaces. ## Linked Issues or Issue Description **Subsystem affected** Shared contracts, database persistence, adapter utilities, server native-runtime services, and the experimental Paperclip Runner adapter. **Problem or motivation** The already-landed runner package has a qualified Codex path, but the application needs durable native-run state, guarded runtime selection, authenticated coordination, tool security, finalization, and recovery before the experimental adapter can be exercised safely. **Proposed solution** Add a Codex-only `paperclip_runner` application path behind the existing default-off native-runner setting. Bind native state and coordination to company/run identity, preserve persisted-run recovery, and leave every direct adapter on its existing legacy execution path. **Alternatives considered** The earlier stack boundary introduced a generalized executor and remote-environment lifecycle here. That made this PR depend on implementations in higher PRs and changed reusable sandbox behavior globally. Those pieces are now deferred together to #12592. **Roadmap alignment** ROADMAP.md does not list a conflicting native-runner integration project. This change adds the application boundary for the existing Runner architecture. ## What Changed - Added native run/result/finalization/provider-trace persistence, shared validators, and idempotent migration/replay coverage. - Added guarded Codex-only runtime selection, authenticated PRP coordination, recovery, finalization, and interaction services. - Added run/company-bound tool-gateway authorization, credential redaction, SSRF protections, and replay-safe behavior. - Added the explicit `paperclip_runner` adapter behind the default-off rollout setting. - Preserved legacy answered-question wake projection and direct-adapter execution/finalization paths. - Hardened cancellation so only owned in-memory child processes are signaled; persisted recycled PIDs/process groups are never trusted. - Retained the narrow Claude ACPX isolated-context security follow-up discovered after #12590. - Deferred the generalized executor, provider ingress, remote lifecycle, SDK/lab/eval work, release-process changes, and lockfile. ## Verification - Changed-file delta against `master`: 133 files. - GitHub Actions is the authoritative verification environment for this PR. - Full CI, security, and Greptile review will run on this lowest unmerged stack PR. - Local tests/build/typecheck were not run because this checkout is resource constrained. - Static diff/reference checks pass, and `pnpm-lock.yaml` is unchanged. ## Risks - This touches central heartbeat and agent-route code, so legacy compatibility is the primary risk. - Runtime selection remains Codex-only and explicit; direct Codex, Claude, OpenCode, process, HTTP, and plugin adapters remain on their existing paths. - Fresh native starts fail closed while the rollout flag is off; persisted native records remain readable and recoverable. - Cancellation, company/run binding, tool calls, status decisions, and completion writes are guarded or replay-safe. > For core feature work, check [ROADMAP.md](ROADMAP.md) first and discuss it in #dev before opening the PR. Feature PRs that overlap with planned core work may need to be redirected. ## Model Used OpenAI Codex, GPT-5.6, with repository tools, code execution, and parallel agent review. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [ ] I have run tests locally and they pass — GitHub Actions is authoritative for this resource-constrained checkout - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented risks above - [ ] All Paperclip CI and security gates are green - [ ] Greptile is 5/5 with no open actionable findings - [x] I will address all Greptile and reviewer comments before merge ## Stack - Position: 3 of 5 overall; lowest of 3 currently unmerged - Base: `master` - Previous: [#12590](https://github.com/paperclipai/paperclip/pull/12590), qualified Claude ACPX runtime — merged - Next: [#12592](https://github.com/paperclipai/paperclip/pull/12592), generalized Codex executor, task experience, and developer SDKs --------- Co-authored-by: Dev Agent <dev@paperclip.ing>	2026-08-31 14:38:38 -05:00
Dotta	bc9ba7cd26	feat(runner): project native runs into task threads (#12321) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The experimental Paperclip Runner can execute a guarded Codex run and persist provider-neutral events. > - The task page still reads direct-adapter transcripts and cannot present those native events. > - Structured runner questions must also use the existing task interaction experience. > - Runtime selection must use the persisted run mode, not an adapter name or a current feature flag. > - This pull request projects native events and questions into the existing task thread. > - Direct adapters keep their existing transcript, composer, interaction, and finalization paths. > - The benefit is a complete native Codex task thread without a behavior change for existing adapters. ## Linked Issues or Issue Description Refs #12202. This pull request replaces that stale implementation on current `master`. **What happened?** The server persists native runner events and structured input requests. The task page only consumes direct-adapter transcripts. A native run therefore cannot present a complete transcript, usage, or question flow through the normal task experience. **Expected behavior** Native runs project persisted provider-neutral events into the existing task thread. Native structured questions use the existing interaction card. Direct adapters retain their current behavior. **Steps to reproduce** 1. Enable the experimental runner. 2. Start a native Codex run that emits progress, usage, a structured question, and a final reply. 3. Open the task page. 4. Observe that the direct-adapter transcript path cannot project the native event records. **Paperclip version or commit** `master` at `67f9867bc`. ## What Changed - Add the canonical structured-question validator and shared contract exports. - Materialize native input requests as existing task interactions. - Validate native answers and deliver them through the durable question-response receipt. - Resume the original PRP request with an idempotent `request.resolve` command. - Project native messages, tool activity, cumulative usage, and final replies into the existing transcript model. - Propagate persisted `runtimeMode` to the task page and select native handling only for `runtimeMode: "native"`. - Expire pending interactions through the shared issue service on every terminal transition, including decisions, stalled reviews, tree control, and pipeline retry cleanup. - Queue native run cancellation while a transaction is open and execute it only after the owning transaction commits. - Keep nonterminal and non-runner issue paths on their existing service call shapes and behavior. ## Verification - `pnpm --filter @paperclipai/server typecheck` — passed, including the Rust runner release build and protocol/catalog drift gates. - Focused native-thread and lifecycle suites — 18 files and 481 tests passed during review. - `issue-execution-policy-routes.test.ts` — 19/19 passed after the final transactional-queue expectation update. - `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the final isolated compatibility rerun. - GitHub Actions — policy, build, canary, typecheck/release registry, 5 serialized server shards, 8 general-test shards, 3 browser shards, and both aggregate gates passed on `7793f3193`. - Security — Snyk, Socket Project Report, Socket PR Alerts, and Superagent passed. - Greptile — 5/5 on `7793f3193`; all actionable review threads resolved. - `git diff --check` — passed. - Diff against `master`: 44 files. ## Compatibility Boundary - Native transcript polling only runs when the persisted run reports `runtimeMode: "native"`. - Missing or legacy runtime modes continue through `useLiveRunTranscripts`. - Legacy questions keep the existing optional free-text choice. - Native closed select sets can suppress that legacy fallback. - Terminal cleanup uses the same issue service for native and legacy interactions; only a bound native question schedules a native run cancellation. - Native cancellation happens after transaction commit, so failed or rolled-back writes do not cancel a still-valid run. - The durable delivery service checks the original native request before it considers a continuation run. - This pull request adds no migration, dependency, workflow, manifest, or lockfile change. ## Risks The main risk is routing a direct-adapter task through native handling or changing terminal issue behavior. The implementation selects the native path only from persisted runtime facts, retains the existing nonterminal call shape, and schedules native cancellation only for a validated bound native question after commit. Focused and repository-wide tests cover both paths. Native requests remain bound to the company, issue, run, and agent; answers are validated, durable, and idempotent across reconnects. ## Model Used OpenAI Codex, GPT-5 family. The client does not expose the exact deployment ID or context window. Agentic reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run the affected local tests and they pass - [x] I have added or updated tests where applicable - [x] I have updated the compatibility notes for this change - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I addressed all Greptile and reviewer comments before requesting merge	2026-08-29 19:26:20 -05:00
DottaandPaperclip	c90d904779	feat(apps): add connection intent setup experience (#12347) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The backend now turns agent requests into durable connection intents. > - Operators need a clear path to inspect, configure, and finish those requests. > - The experience must preserve identity, agent access, and interrupted setup state. > - This pull request adds the connection intent setup experience across the app UI. > - The benefit is one guided flow from agent request to governed connection. ## Linked Issues or Issue Description Refs #11965 This is stack 9 of 11. It depends on stack 8 and replaces another reviewable part of #11965. ## What Changed - Add connection intent cards and setup flow integration. - Add browse, connection, app detail, and sidebar experience updates. - Preserve exact draft identity and access choices across resume and OAuth recovery. - Add focused UI, architecture, policy, and end-to-end coverage. - Keep transient retained-connection lookup failures retryable instead of misclassifying them as missing targets. - Align the dark-mode E2E contract with the intentionally hidden Gateways and Profiles sidebar tabs. ## Verification - `pnpm -r typecheck` - Focused UI result: 372 tests passed across 20 files. - AppsConnect regression suite: 80/80 passed, including failed connection and application lookups during retained reconnect. - `pnpm --filter @paperclipai/ui exec vitest run src/components/AppsSidebar.test.tsx` (1 passed) - `pnpm check:token-gates` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - An interrupted OAuth flow can leave a durable draft that needs resume. - The UI resumes the exact draft and keeps its identity and agent access settings. - Retained reconnect retries refetch connections and applications together to avoid mixing partial snapshots. - Gateways and Profiles remain route-accessible but intentionally absent from the sidebar until their existing ship gate is lifted. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have linked the public source pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:35 -05:00
DottaandPaperclip	b3343dbd64	feat(connections): add self-serve intent runtime (#12345) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a governed way to request app connections during issue work. > - The catalog now describes the available providers and setup methods. > - A request must become a durable, company-scoped intent before an operator acts on it. > - This pull request adds that intent runtime across server, agent, CLI, and shared contracts. > - The benefit is a safe bridge from agent need to operator-approved setup. ## Linked Issues or Issue Description Refs #11965 This is stack 7 of 11. It depends on stack 6 and replaces another reviewable part of #11965. ## What Changed - Add connection intent types, validation, service logic, and routes. - Add agent runtime tools and CLI support for connection requests. - Add issue-thread interaction support for connection intents. - Add runtime, route, adapter, and contract tests. - Hold the final resolved-continuation row lock through asynchronous adapter preparation until an actual process spawn, so parking or reassignment cannot cross that boundary. - Report Hermes Gateway's first remote run request through the shared dispatch hook so the resolved-intent lock is released at the true dispatch boundary. - Revalidate the addressed user's live non-viewer membership and connection-management authority for every intent mutation, including OAuth completion. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 176 tests passed. - `pnpm build` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed; includes non-process dispatch lock-release coverage) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/connection-intents-service.test.ts -t "addressed-user mutation"` (1 passed) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/tool-access-service.test.ts -t "binds OAuth callback completion to the initiating board session"` (1 passed) - `pnpm --filter @paperclipai/hermes-paperclip-adapter test -- src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook ordering and exactly-once coverage) - `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck` ## Risks - A malformed intent could create an unusable operator request. - Validators and company checks reject invalid or cross-company requests. - The final continuation gate holds the issue row lock through adapter preparation until process or remote dispatch; later operator changes use the normal active-run interruption path. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have linked the public source pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:34 -05:00
DottaandPaperclip	10c4902ffc	feat(apps): add local connection brand assets (#12343) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The app store needs stable provider marks that do not depend on remote image hosts. > - The connector layer adds many recognizable services. > - Local assets must work in light and dark themes and follow the design token gate. > - This pull request adds the provider asset set and its rendering support. > - The benefit is fast and consistent app identification across the UI. ## Linked Issues or Issue Description Refs #11965 This is stack 5 of 11. It depends on stack 4 and replaces another reviewable part of #11965. ## What Changed - Add local provider logos for the connection catalog. - Add light and dark asset selection where providers need it. - Add deterministic fallback behavior and UI tests. - Document the fixed brand-color allowlist in the token gate. ## Verification - `pnpm -r typecheck` - `pnpm check:token-gates` - `pnpm --filter @paperclipai/ui exec vitest run src/pages/apps/AppLogo.test.tsx` - `pnpm build` ## Risks - A missing asset path can show the deterministic letter fallback. - Brand SVG colors use the documented asset allowlist because provider marks cannot use product theme tokens. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Refs #` or (b) described the issue in this pull request - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:33 -05:00
DottaandPaperclip	6244e4cf32	feat(apps): add Composio and Gmail connectors (#12342) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections need both direct providers and managed provider hubs. > - The grant layer now defines safe credential ownership. > - Composio needs parent and child connection lifecycle rules, and Gmail needs governed setup. > - This pull request adds both connector families on the grant foundation. > - The benefit is broader app access without weakening credential isolation. ## Linked Issues or Issue Description Refs #11965 This is stack 4 of 11. It depends on stack 3 and replaces another reviewable part of #11965. ## What Changed - Add Composio parent and child connection support. - Add Gmail connection setup and governance. - Preserve credential paths and remove duplicate binding declarations. - Cascade Composio pause and restore actions to child connections. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - Parent lifecycle changes can affect every Composio child. - The service restores only children whose provider accounts remain active. - Credential binding paths are normalized before secret resolution. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:33 -05:00
DottaandPaperclip	20ccf3f476	feat(apps): add connection grants and delegated identities (#12341) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked a public issue or pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:33 -05:00
DottaandPaperclip	b51112798f	feat(apps): improve gateway and workspace connection UX (#12340) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections must work in both the operator UI and agent tool gateway. > - The first stack layer adds secure remote connections. > - Operators still need clear setup, test, and recovery states. > - This pull request adds the gateway behavior and the workspace connection experience. > - The benefit is a connection flow that is easier to understand and recover. ## Linked Issues or Issue Description Refs #11965 This is stack 2 of 11. It depends on stack 1 and replaces another reviewable part of #11965. ## What Changed - Improve remote tool gateway connection behavior. - Add clearer app setup, test, and recovery states. - Add focused server and UI tests for the new paths. - Keep the diff isolated from later identity and catalog work. - Stabilize DNS-pinned remote HTTP protocol fixtures and the managed-runtime public-origin fixture for this independently tested layer. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` (150 passed) - `pnpm test:run` - `pnpm check:token-gates` - `pnpm build` ## Risks - Gateway errors now surface through new user-facing states. - A stale connection can require a new setup attempt. - The change does not add a database migration. - The injected HTTP transport and public URL are test-only fixtures; production DNS pinning and runtime behavior are unchanged. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-29 12:08:32 -05:00
DottaandPaperclip	cabc9146d0	feat(apps): add secure remote MCP and PostHog setup (#12339) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Remote MCP setup needs secure endpoint validation and durable credentials. > - PostHog needs both browser sign-in and personal API key setup paths. > - This pull request adds the shared remote MCP foundation and the PostHog definition. > - The benefit is a secure and reusable base for later app connection work. ## Linked Issues or Issue Description Refs #11965 This is stack 1 of 11. It replaces the first reviewable part of #11965. ## What Changed - Add guarded remote MCP setup and credential handling. - Add PostHog OAuth and API key connection methods. - Add focused server, shared contract, and UI coverage. - Keep the migration replay-safe and idempotent. - Give the late-close security regression the same 10-second CI headroom as the adjacent real-timer handshake test. - Synchronize fake-timer handshake tests at the exact ensure-session boundary so real filesystem setup cannot race the fake deadline. - Drive PTY overflow coverage only after listener registration so scheduling cannot reorder the test fixture. ## Verification - pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected cases also passed five focused stress repetitions) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a sandbox-provided value from a late close rejection into logs or the result"` (1 passed) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never promotes a late ensureSession resolution|closes a late-resolving real handle exactly once"` (2 passed) - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Remote endpoint validation can reject configurations that previously passed without checks. - OAuth configuration errors can block setup until the operator corrects the provider settings. - The migration uses guarded statements so repeated execution is safe. - The test-only synchronization changes do not affect runtime behavior; they remove filesystem/fake-clock and listener-registration races observed under parallel CI load. > 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 (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>	2026-08-29 12:08:32 -05:00
Nicky LeachandPaperclip	d9449e636e	feat(onboarding): sign in to an agent provider during onboarding (#12440) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New organizations create their first agent through the onboarding wizard > - The wizard does not show provider sign-in when a host credential is absent or unknown > - The create step also gives unclear feedback when the provider needs authentication > - This pull request adds a safe auth signal and a provider sign-in step for sandbox drivers > - The benefit is a clearer onboarding path with no token or account data in the signal ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting (server API, shared types, and UI) **Problem or motivation** The onboarding wizard can fail when the selected provider needs authentication. It does not tell the person how to complete sign-in. **Proposed solution** Add a status-only provider auth signal. Show the sign-in panel for sandbox drivers when the signal says `absent` or `unknown`. Apply a stored Claude login to the new agent and block creation when the adapter test reports missing authentication. **Alternatives considered** The wizard could hide the sign-in panel when the signal read fails. This would hide a needed action, so this pull request shows the panel when the signal is unknown. **Roadmap alignment** The change supports the roadmap goal for scoped and audited credential bindings. **Additional context** The auth signal returns only `present`, `absent`, or `unknown`. It never returns a token, identifier, or account name. ## What Changed - Add `GET /api/companies/:companyId/adapters/:type/auth-signal` with company and permission checks. - Add shared auth-signal types and the UI query path. - Apply a stored Claude login by reference without reading its token. - Show the provider sign-in panel only for sandbox drivers with interactive terminal support. - Block agent creation when the provider test reports missing authentication. - Add route, wizard, and end-to-end test coverage. ## Verification - `pnpm --filter @paperclipai/server test adapter-auth-signal-routes` passes 50 tests. - `pnpm --filter @paperclipai/ui test OnboardingWizard` passes 69 tests. - `pnpm --filter @paperclipai/ui exec tsc --noEmit` exits with code 0. - The `e2e_shards` lane runs `tests/e2e/onboarding.spec.ts`. ## Risks The route reads a host-local readiness signal. It returns `unknown` on read errors and never exposes credential data. The UI may add a sign-in step when the signal is unavailable. ## Model Used OpenAI Codex, GPT-5, extended reasoning, tool use, and code execution. The exact context window 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 - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-28 10:20:37 -07:00
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	2026-08-27 12:11:05 -07:00
Devin Foley	7b91fe9ea7	Hide host-path and execution-engine surfaces in managed-sandbox-only mode (#12293) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - An instance can turn on the `enableManagedSandboxOnly` feature, which hides the local environment and runs every agent in the platform-managed environment > - That feature already gated the environment pickers, the onboarding wizard, and the server-side run selection, but many other screens still showed absolute paths on the execution host and still let the user pick an execution engine > - On such an instance those controls name a filesystem the user cannot reach; a path written there is stored and then ignored, which reads as a broken control > - This pull request hides the remaining host-path and execution-engine surfaces behind the same feature, adds a server rule that refuses a project-workspace path write while the feature is on, and closes a related route gap in the isolated-workspace pages > - The benefit is that a managed instance shows no host path and no folder picker anywhere, and a write that carries a path now fails with a clear message instead of being silently discarded ## Linked Issues or Issue Description No public issue exists. The description below follows `.github/ISSUE_TEMPLATE/enhancement.yml`. **What existing behavior does this improve?** The `enableManagedSandboxOnly` instance feature, and the UI surfaces that show a host filesystem path: project properties, the new-project dialog, the project workspace and execution workspace detail pages, the workspace and task cards, plugin local folders, and the agent configuration form with its per-adapter fields. It also improves route gating for `enableIsolatedWorkspaces`. **Subsystem affected** Cross-cutting (`ui/` and `server/`). **Current behavior** When `enableManagedSandboxOnly` is on, the local environment disappears from the environment pickers and the server refuses to run an agent on the local host. Everything else stays visible. A user still sees: - the project "Local folder" row, its absolute path, and the Set/Change/Clear buttons - the "Local folder" field and its "Choose" folder picker in the new-project dialog - the "Local path" field and fact row on a project workspace - the "Paths" and "Lifecycle commands" groups on an execution workspace - the working directory on workspace cards, task properties, and runtime service rows - the plugin "Local folders" section - "Working directory (deprecated)", "Command", "Execution engine", "ACP server command", "ACP state directory", and "Agent instructions file" in the agent configuration form A path typed into any of these names a filesystem no agent on the instance uses. The project workspace API also accepts a `cwd` write and stores it. Separately, `/workspaces`, `/execution-workspaces/*`, and `/projects/:projectId/workspaces/:workspaceId` render for anyone who types or bookmarks the URL, even with `enableIsolatedWorkspaces` off. Only the sidebar entry reads that flag. **Proposed behavior** With `enableManagedSandboxOnly` on, none of those surfaces render. A project whose codebase came from a managed checkout keeps its one-line "Paperclip-managed folder." label and shows no path. The non-path controls stay: repo URL, branch, service URL, port, command output, ACP session mode, ACP non-interactive permissions, Codex fast mode, and the sandbox toggles. The project-workspace create and patch routes, and the nested workspace on project create, answer `422` with "This instance runs agents only in the platform-managed environment; local folders are not configurable." when the payload carries a non-null `cwd`. A `cwd: null` write still passes, so an instance that just turned the feature on can clear a stale path. With `enableIsolatedWorkspaces` off, the three workspace route groups redirect to the dashboard. **Reason and benefit** A control that cannot do anything is worse than a missing control: the user fills it in, saves, and gets no error and no effect. The server rule turns that silent no-op into a clear refusal. The route gate stops a feature that an instance has turned off from staying reachable by URL, which is the same standard the Cases, Pipelines, and hidden-settings pages already meet. **Breaking changes** None for a default instance: both flags are off by default for self-hosted and managed instances, so nothing changes unless an operator turns them on. Stored `adapterConfig` values are never cleared, so turning the feature off restores every previous value. ## What Changed - Add `ui/src/hooks/useManagedSandboxOnly.ts`, modelled on `useAppsEnabled`, for components that do not already read the experimental settings. It exposes `hideHostPaths`, which fails closed while the settings query is in flight, so a cold cache never flashes a host path before the policy resolves. Components that keep their own settings read compute the same gate from `isFetched`. - Add `managedSandboxOnly` to `AdapterConfigFieldsProps` and populate it where `AgentConfigForm` builds the adapter field props. Resolve the effective instructions-file gate once as `hideInstructionsFile || hideHostPaths`, so every adapter hides that path field with no per-adapter edit. - Hide under the flag: the project "Local folder" block and its absolute-path edit panel (a managed checkout keeps its label, without the path); the new-project "Local folder" field; the project-workspace "Local path" field and fact row; the execution-workspace "Paths" and "Lifecycle commands" groups; the working directory on the workspace summary card, the task workspace card, the task properties "Folder" row, and the runtime service rows; the plugin "Local folders" section; "Working directory (deprecated)" and "Command" in the agent form; and the per-adapter "Execution engine", "ACP server command", and "ACP state directory" for `claude_local`, `codex_local`, and `gemini_local`. - Drop two working-directory fallbacks that had no gate to read: the close-workspace dialog now falls back to "No additional details", and the reuse-existing workspace label and picker subtitle fall back to a neutral phrase. - Refuse a non-null `cwd` with `422` on `POST /projects/:id/workspaces`, `PATCH /projects/:id/workspaces/:workspaceId`, and the nested workspace on `POST /companies/:companyId/projects`, following the `assertNoAgentHostWorkspaceCommandMutation` precedent on those routes. - Add `IsolatedWorkspacesRouteGate` and wrap the `/workspaces`, `/execution-workspaces/*`, and `/projects/:projectId/workspaces/:workspaceId` routes with it. - Leave the SSH "Remote workspace path" and the workspace file browser alone, with a comment explaining why. ## Verification Automated: - `pnpm --filter @paperclipai/ui exec vitest run` — 479 of 480 files pass (4455 of 4456 tests). The one failure is `OnboardingWizard.test.tsx > renders instead of throwing when the browser denies storage access`, which also fails on `origin/master` and is unrelated to this change. - `pnpm --filter @paperclipai/server exec vitest run project workspace instance-settings` — 45 of 50 files pass. Four files fail on macOS for reasons unrelated to this change: `workspace-instance-cleanup`, `workspace-runtime`, `execution-workspace-runtime-control-conflict`, and `workspace-runtime-exposure` compare `/var/...` against the resolved `/private/var/...` or bind real ports. The same files fail on a clean `master` checkout on the same machine. - `pnpm --filter @paperclipai/ui typecheck` - `tsc --noEmit` in `server/` (after `pnpm --filter @paperclipai/plugin-sdk ensure-build-deps`). The package `typecheck` script also builds the Rust runner, which needs `cargo`; it is not installed on the machine that ran this. New and extended tests: - `ui/src/adapters/managed-sandbox-only-config-fields.test.tsx` — the three adapters drop the execution engine, the ACP paths, the instructions-file path, and every "Choose" button when the flag is on, and keep the non-path controls. - `ui/src/components/AgentConfigForm.render.test.tsx` — flag-on and flag-off renders for the working directory, the command, the engine, the ACP paths, and the resolved adapter field props. - `ui/src/components/ProjectProperties.managed-sandbox.test.tsx`, `ui/src/components/NewProjectDialog.managed-sandbox.test.tsx`, `ui/src/pages/ProjectWorkspaceDetail.test.tsx`, `ui/src/components/ProjectWorkspaceSummaryCard.test.tsx`, `ui/src/components/WorkspaceRuntimeControls.test.tsx`. - `ui/src/components/IsolatedWorkspacesRouteGate.test.tsx` — redirect when off, render when on, and render nothing while the flag query is in flight. - "Still loading" cases for the project properties, the new-project dialog, the workspace summary card, the runtime service rows, and the agent configuration form, each asserting that no host path renders before the policy resolves. - `server/src/__tests__/project-workspace-managed-sandbox-routes.test.ts` — the `422` on all three write paths, the `cwd: null` pass-through, and the flag-off pass-through. Manual check to reproduce: turn on Managed Environment Only in instance experimental settings, then open a project, the new-project dialog, an agent's configuration, and a workspace page. No path, folder icon, or "Choose" button appears. Turn the setting off and each control returns with its stored value. No documentation change was needed. The operator-facing text for both settings lives in the feature catalog entry, which already states the contract this pull request now enforces across the UI. ## Risks - Low. Both flags default to off, so a default instance is unchanged. - The hidden fields are presentation only. No stored `adapterConfig` value is cleared, because an import carries adapter configuration written on another instance and clearing it would break that flow. Turning the setting off shows every previous value again. - The `422` is the one behavior change for an API caller, and only while the setting is on. `cwd: null` still passes so a stale path can be cleared. - The route gate renders nothing until the flag query settles, so an instance with isolated workspaces on never flashes a redirect. An instance with the feature off now redirects a bookmarked workspace URL to the dashboard. - Every host-path guard fails closed while the settings query is in flight, so a default instance shows those controls a moment later than before on a cold load. That is the safe direction: the alternative flashes a path a managed instance must never show. - Two path surfaces stay on purpose, each with a comment: the SSH "Remote workspace path" is a path on the user's own remote host, and the workspace file browser shows workspace-relative paths. The instance Adapters page also keeps its "Local path" install option, since that page is an instance-admin surface the hosting operator can already hide through the hidden-settings mechanism. ## Model Used Claude (Anthropic), Claude Opus, 1M context window, extended thinking, agentic tool use through 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	2026-08-27 11:59:14 -07:00
Devin Foley	7551b63ef2	Remove the instance Heartbeats settings page (#12282) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Instance settings collect deployment-wide controls; one of them was the Heartbeats page, an instance-wide list of scheduler heartbeat agents with enable/disable toggles > - The same controls live on each agent's own configuration surface, so the standalone list duplicates them, and its framing no longer matches how heartbeat agents are managed > - Keeping a settings view that no longer makes sense costs every deployment navigation noise and maintenance > - This pull request removes the page, its route, its navigation entries, and its hidden-settings key for all deployments > - The benefit is a smaller, coherent settings surface, with operator hidden-settings lists that still mention the retired key continuing to work unchanged ## Linked Issues or Issue Description No public issue exists; describing the issue inline per the enhancement template: **What existing behavior does this improve?** The instance settings surface — specifically the Settings → Heartbeats page, which listed scheduler heartbeat agents instance-wide with enable/disable toggles. The view no longer makes sense as a standalone settings page: the same controls are available on each agent's configuration surface, and the instance-wide list framing does not match how heartbeat agents are managed. **Subsystem affected** Cross-cutting: `ui/` (page, route, navigation), `packages/shared` (settings-visibility registry), docs. **Current behavior** The page renders at `/company/settings/instance/heartbeats`, appears in the settings sidebar and tab bar, and is hideable by hosting operators via the `instance.heartbeats` key of `PAPERCLIP_HIDDEN_SETTINGS`. **Proposed behavior** The page, route, and navigation entries are removed for every deployment. The `instance.heartbeats` registry key is retired; operator lists that still send it are logged and ignored, so mixed-version fleets keep working. Remembered settings paths pointing at the old page remap to the settings root. Heartbeat APIs are unchanged. **Reason and benefit** A smaller, coherent settings surface with no duplicated controls; less navigation noise and maintenance for every deployment. **Breaking changes** None functional. Bookmarks and remembered paths to the removed page land on the settings root; `PAPERCLIP_HIDDEN_SETTINGS` lists that still include `instance.heartbeats` log a warning and are otherwise honored unchanged. ## What Changed - Deleted `ui/src/pages/InstanceSettings.tsx` (the Heartbeats view) and its route in `ui/src/App.tsx`. - Removed the sidebar entry (`CompanySettingsSidebar`) and tab-bar item (`CompanySettingsNav`). - Removed `"/heartbeats"` from the remembered-settings-path allowlist; remembered heartbeats paths now remap to the settings root. - Retired the `instance.heartbeats` key from the shared settings-visibility registry and the environment-variables doc; documented that retired keys are ignored with a warning. - Dropped the now-unused UI client wrapper for the instance scheduler-agent list (`heartbeatsApi.listInstanceSchedulerAgents`); the server endpoint stays. - Removed the unused `schedulerHeartbeats` query key. ## Verification - `npx vitest run packages/shared/src/settings-visibility.test.ts ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx` — 24 tests passing. - Full `ui` vitest suite: 4426 tests, 4 failures — all in files this PR does not touch; 3 were load-induced timeouts that pass on rerun, and `OnboardingWizard.test.tsx` "renders instead of throwing when the browser denies storage access" fails identically on a clean master checkout (pre-existing). - `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/shared typecheck` — clean. - Merged `master` to clear a conflict (see below) and re-ran the four focused suites (24 passing), `ui/src/App.test.tsx` and `ui/src/plugins/bridge.test.ts` (22 passing), and both typechecks — all clean. Full CI is green on the merge commit. ## Merge With master `master` gained the `company` → `organization` copy pass (#12243), which reworded strings inside `ui/src/pages/InstanceSettings.tsx` — the page this branch deletes — producing a modify/delete conflict. Resolved by keeping the deletion: the page is going away, so the rewording of its copy has nothing to apply to. Every other file merged cleanly, and `master`'s rewording in `App.tsx`, `App.test.tsx`, and `CompanySettingsSidebar.tsx` sits away from this branch's structural removals, so both changes survive. The net diff against `master` is unchanged from the pre-merge review: the same 13 files, 23 insertions, 330 deletions. ## Risks - Low. Pure removal of a UI surface; heartbeat data and APIs are untouched. Operators still listing `instance.heartbeats` in `PAPERCLIP_HIDDEN_SETTINGS` get a warning log and otherwise unchanged behavior (covered by the registry's unknown-key handling). Bookmarks and remembered paths to the old page land on the settings root. ## Model Used Claude (Anthropic), model id `claude-fable-5`, extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 11:31:43 -07:00
Devin Foley	d27998a230	Check the declared Lexical range with semver rules (#12319) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - People write almost every issue, goal, document, and chat message through the rich markdown editor, which wraps `@mdxeditor/editor` on top of Lexical > - #12317 fixed a dependency split that broke that editor everywhere, and it added `ui/src/lib/lexical-single-copy.test.ts` to keep the Lexical graph honest > - Greptile raised a P2 on the last assertion in that test. It compared the range `@mdxeditor/editor` declares to a literal string, so it rejected equivalent spellings such as `>=0.48.0 <0.49.0` even when the resolved version satisfies them > - A guard that fails on a healthy tree teaches people to delete it, which would give back the protection #12317 just added > - #12317 merged before the fix landed, so this pull request carries it > - This pull request stops the test from reading semver ranges at all, and asserts the mechanism that can actually break the graph > - The benefit is a guard that fails only on a real problem, and a smaller test file than before ## Linked Issues or Issue Description Refs #12317 — this addresses the Greptile P2 left on that pull request. No public issue exists, so the problem is described below with the bug report template. **What happened?** `ui/src/lib/lexical-single-copy.test.ts` asserted the declared range with an exact string comparison: ```ts const [major, minor] = versionOf("lexical", requireFromUi).split("."); expect(declared).toBe(`^${major}.${minor}.0`); ``` That accepts one spelling only. If `@mdxeditor/editor` published `>=0.48.0 <0.49.0`, or `^0.48.2`, or `^0.47.0 || ^0.48.0`, the test would fail even though the resolved Lexical version satisfies the declared range. The test would report a dependency split that does not exist. **Expected behavior** The test fails when the Lexical graph is actually split or forced. It passes on any healthy tree, whatever range syntax the editor happens to publish. **Steps to reproduce** 1. Check out `master` at c8a136fb0. 2. Edit `ui/node_modules/@mdxeditor/editor/package.json` and change `"lexical": "^0.48.0"` to the equivalent `"lexical": ">=0.48.0 <0.49.0"`. 3. Run `npx vitest run ui/src/lib/lexical-single-copy.test.ts`. 4. The range case fails, although 0.48.0 satisfies the range. **Paperclip version or commit** `master` at c8a136fb0. The assertion arrived with #12317. **Relevant logs or output** ``` AssertionError: expected '>=0.48.0 <0.49.0' to be '^0.48.0' // Object.is equality ``` ## What Changed The test no longer reads semver ranges. It asserts the mechanism instead. - Replaced the range assertion with a check that no `lexical` or `@lexical/*` key appears in the root `pnpm.overrides`. The failure message names the fix. - Removed the range assertion and the version-line comparison that stood in for it. Both needed range syntax to mean something specific. - Documented on the copy check why it now carries the whole guarantee. Why this is sufficient, and stronger: - An override is the only thing that can push a resolved version outside the range a package declares. Remove the override and pnpm honours every declared range by construction, so `@mdxeditor/editor` gets a Lexical it supports. No parser needed. - `@mdxeditor/editor` resolved its own Lexical from its own declared range. The copy check asserts the app resolved the same version. So an equal version proves the app sits on a line the editor supports, transitively. - It also closes the second half of the original bug. The old override list could only pin the packages it named, and `@lexical/extension` was reached transitively and never listed. A guard on "no Lexical override at all" has no such blind spot, while a guard on "the override pins the right version" would have. The file is 65 lines shorter than the first attempt and no longer carries a hand-rolled semver evaluator. I considered two alternatives and rejected both. A `semver` dependency in `ui` would work, but `ui` cannot resolve `semver` today and a new direct dependency is a heavy way to buy one assertion. A larger hand-rolled evaluator would have to cover partial versions, wildcards, hyphen ranges, and spaced comparators before it stopped producing false failures, which is a semver library with fewer tests. Nothing outside this test file changes. The Lexical pins from #12317 stay as they are, and `pnpm-lock.yaml` is untouched because no manifest changes. ## Verification - `npx vitest run ui/src/lib/lexical-single-copy.test.ts` — 3 passed. - `pnpm --filter @paperclipai/ui typecheck` — clean. - Regression still caught. I restored the pre-#12317 pins, which are the 0.49.0 `pnpm.overrides` block and the 0.49.0 pins in `ui/package.json`, ran `pnpm install`, and re-ran the guard. Two of the three cases failed, and the new one reports the cause and the fix together: ``` AssertionError: Pin Lexical through ui/package.json instead. An override cannot cover the packages it does not name, and it hides the range @mdxeditor/editor declares.: expected [ 'lexical', …(9) ] to deeply equal [] AssertionError: expected '0.48.0' to be '0.49.0' ``` I then restored the current pins and re-ran the guard, which passed 3 of 3. - `npx vitest run ui/src/lib/mention-deletion.test.ts ui/src/lib/mention-aware-link-node.test.ts ui/src/components/MarkdownEditor.test.tsx` — 42 passed, unchanged. ## Risks - Low risk. The change touches one test file and no application code. - The guard now forbids a legitimate tool. If someone later has a real need for a Lexical `pnpm.overrides` entry, this test blocks it. That is deliberate: an override is what broke the editor, and the block is one line to remove with a reviewer looking at it. The failure message states the supported alternative, which is pinning in `ui/package.json`. - The guard no longer checks the declared range directly. It relies on pnpm honouring declared ranges when no override is present, which is the package manager's contract and the same property `pnpm install --frozen-lockfile` depends on in CI. - The ordering #12317 set out still holds: a Lexical upgrade must wait for an `@mdxeditor/editor` release that supports it. Bumping `ui` past the editor's range now produces two copies, which the copy checks fail on. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used Claude (Anthropic), Claude Opus, agentic tool use via Claude Code. - Provider and model: Claude (Anthropic), Claude Opus - Capability: agentic tool use through Claude Code, with repository search, file edits, dependency installation, test and build runs ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [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 (the reasoning lives in comments in the test file; no document states a Lexical version or pinning policy) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 11:26:06 -07:00
Devin FoleyandPaperclip	2a3c86f91d	fix(ui): keep the rich editor available for angle-bracket prose (#12290) ... ## Thinking Path > - Paperclip helps people manage AI agents and their work > - People use the rich markdown editor to write task descriptions, comments, and agent instructions > - The editor disables HTML processing, but the markdown parser still treats some angle-bracket text as HTML > - A value such as `<name>` could therefore stop the rich editor and show the raw-source fallback > - The retry action used the same input, so it could not recover > - This pull request escapes unsupported angle brackets only while the editor processes the value > - The benefit is that the rich editor works and stored markdown stays unchanged ## Linked Issues or Issue Description Fixes: #12197 Related prior attempt: #2696 **What happened?** The rich markdown editor did not start when prose contained a bare angle bracket, such as `<name>`. It showed the raw-source fallback. The retry action repeated the same failure. **Expected behavior** The rich editor starts for normal prose. It stores the text in its clean form because agent prompts can use this text. **Steps to reproduce** 1. Open a task description, comment, or other field that uses the rich markdown editor. 2. Enter `Rename <name> to the real name`. 3. Reload the field. 4. Observe the raw-source fallback. **Paperclip version or commit** `master` at d785b1921. **Deployment mode** All modes. The defect is in the UI package. ## What Changed - Escape only angle brackets that the parser treats as unsupported HTML constructs. - Restore the clean markdown before the editor sends a value to its parent. - Keep code, autolinks, link destinations, and existing escapes unchanged. - Apply the same conversion to pasted and inserted markdown. - Make the empty-editor fallback wait for editor initialization and confirm the empty state. - Re-arm the initial empty-change guard when the user retries the editor. - Add `MDE-PARSE`, `MDE-RENDER`, and `MDE-EMPTY` fallback codes. - Correct the editor mock and add regression tests for parsing, round trips, paste, insert, retry, and fallback behavior. ## Verification - `npx vitest run ui/src/lib/angle-bracket-markdown.test.ts ui/src/lib/blockquote-markdown.test.ts ui/src/components/MarkdownEditor.test.tsx` — 106 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm check:token-gates` — reports nine existing color findings in `ui/src/components/onboarding/PillGuy.tsx`. This pull request does not change that file. - `pnpm test:run` — the local run found four existing port-allocation failures in unrelated workspace-runtime tests. The focused editor tests passed. The pull request CI runs these suites on clean workers. ## Risks - Low data risk. The conversion applies only while MDXEditor processes a value. Stored markdown keeps the clean form. - The scanner skips code, autolinks, link destinations, and existing escapes to prevent content changes. - The raw-source fallback can appear about 300 ms later because it now confirms that the editor stayed empty. - There is no database or API change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Original implementation: Anthropic Claude Opus, 1M context, with agentic tool use in Claude Code. - PR preparation and verification: OpenAI Codex with GPT-5, reasoning, code execution, and tool use. 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>	2026-08-27 09:57:13 -07:00
Devin Foley	c8a136fb02	Restore a single Lexical copy so the rich editor renders (#12317) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - People write almost every issue, goal, document, and chat message through the rich markdown editor, which wraps `@mdxeditor/editor` on top of Lexical > - On `master` that editor renders its raw-source textarea instead. It shows "Rich editor unavailable for this markdown" on every field, for all content, including empty content > - Lexical throws at render time because the project holds two copies of `LexicalBuilder`. The root `pnpm.overrides` block forced the Lexical family past the version range the editor supports, and it missed the packages that are reached transitively > - Every markdown surface in the product degrades to plain text editing, so this is a full loss of a core authoring feature and not a cosmetic problem > - This pull request removes the Lexical entries from `pnpm.overrides`, pins the app to Lexical 0.48.0, and adds a test that guards the resolution graph > - The benefit is that the rich editor renders again, and a future override or bump that splits Lexical fails in CI instead of in the browser ## Linked Issues or Issue Description No public issue exists. The problem is described below with the bug report template. **What happened?** The rich markdown editor falls back to its raw-source textarea on every markdown field. The header reads "Rich editor unavailable for this markdown. Showing raw source instead." The fallback appears for all content, including empty content. React catches an error during the first render of the editor. The cause is dependency resolution. The root `package.json` `pnpm.overrides` block pinned the Lexical family to `0.49.0`. `@mdxeditor/editor@4.2.1` declares `lexical: "^0.48.0"`. A caret range on a `0.x` version pins the minor, so `^0.48.0` means `>=0.48.0 <0.49.0`. The override therefore pushed the editor past its only supported line. Lexical 0.49.0 also carries breaking `$config()` node changes. The override list was also incomplete. `@lexical/extension`, `@lexical/history`, and `@lexical/internal` are reached transitively and were never listed. Those packages stayed on 0.48 while the listed packages moved to 0.49. The graph mixed the two lines, and the built browser bundle carried two `Symbol.for("@lexical/extension/LexicalBuilder")` registrations. Commit 04432f82c (#10728) introduced this. It was a Dependabot bump from 0.46.0 to 0.49.0. **Expected behavior** The rich editor renders a live WYSIWYG surface on every markdown field. The raw-source fallback stays reserved for real markdown parse failures. **Steps to reproduce** 1. Check out `master` and run `pnpm install`. 2. Start the app and open any issue, goal, or document. 3. Look at any markdown field, for example the issue description. 4. The field shows the fallback banner and a plain textarea. The rich toolbar is absent. You can also see the split without the browser: ``` pnpm --filter @paperclipai/ui build grep -ohE 'Symbol\.for\("@lexical/extension/LexicalBuilder"\)' ui/dist/assets/index-*.js | wc -l ``` On `master` this prints `2`. A correct graph prints `1`. **Paperclip version or commit** `master` at 1ba7b2cc7. The regression entered at 04432f82c (#10728). **Relevant logs or output** ``` LexicalBuilder.fromEditor: The given editor was created with LexicalBuilder 0.48.0+dev.esm but this version is 0.49.0+dev.esm. A project should have exactly one copy of LexicalBuilder ``` React reports the error in `<LexicalExtensionEditorComposer>`. `MarkdownEditorRichErrorBoundary` catches it and shows the raw-source fallback. ## What Changed - Removed the Lexical entries from `pnpm.overrides` in the root `package.json`. This drops `lexical`, `@lexical/clipboard`, `@lexical/link`, `@lexical/list`, `@lexical/markdown`, `@lexical/plain-text`, `@lexical/react`, `@lexical/rich-text`, `@lexical/selection`, and `@lexical/utils`. The `rollup`, `react`, and `react-dom` overrides stay as they are. - Pinned `lexical` and `@lexical/link` to `0.48.0` in `ui/package.json`. The app subclasses `LinkNode` for mention-aware links and registers it into the Lexical instance that MDXEditor owns, so node identity needs one copy. `@lexical/link@0.48.0` pins `lexical` at `0.48.0` exactly. - Left `pnpm-lock.yaml` out of this commit on purpose. The `policy` job blocks manual lockfile edits, regenerates the lockfile from the manifests, and uploads it for the downstream `pnpm install --frozen-lockfile` jobs. I did regenerate the lockfile locally to verify the result. That local lockfile touched only Lexical and MDXEditor entries and held no Lexical 0.49 reference. - Added `ui/src/lib/lexical-single-copy.test.ts`. It asserts the app and the editor resolve the same `lexical` file, that `@lexical/link` and the transitively reached `@lexical/extension` sit on that version, and that the version satisfies the range the editor declares. `ui` is the only workspace package that declares a Lexical dependency, so nothing else changes. ### Why the overrides can go #9180 added the Lexical overrides for a good reason. At that time the app used Lexical 0.46.0 and `@mdxeditor/editor` declared `lexical@^0.35.0`. The two ranges could not meet, so an override was the only way to force one copy. That condition is gone. `@mdxeditor/editor@4.2.1` now declares `lexical: "^0.48.0"`. When the app also declares `0.48.0`, pnpm resolves one copy on its own and the override has nothing left to do. The override is now a liability. It can only pin the packages it lists by name. `@lexical/extension` did not exist when the list was written, so the list never covered it, and the list silently stopped covering the whole family. Natural resolution has no such blind spot, because every Lexical package carries its own exact pin on the core. The existing `lexical` alias in `ui/vite.config.ts` and `ui/vitest.config.ts` stays. It still resolves at 0.48.0. Note that the alias covers only the `lexical` core, which is why it did not prevent this bug and why the new test reads the resolution graph with `createRequire` instead of importing Lexical. ### Related pull requests - #10728 — the Dependabot bump that introduced the regression. Superseded by this change. - #10724 — the companion core bump merged the same day. - #9180 — added the overrides block that this change removes. See the explanation above. - #9179 — an older, still-open 0.46.0 bump. It is stale and this change does not depend on it. I found no open pull request that already fixes this problem. ## Verification All commands ran from the repository root. - `npx vitest run ui/src/lib/lexical-single-copy.test.ts` — 3 passed. - Guard proven against the broken tree. I restored the pre-fix `package.json`, `ui/package.json`, and `pnpm-lock.yaml`, ran `pnpm install`, and re-ran the guard. It failed 2 of 3: `expected '0.48.0' to be '0.49.0'` for `@lexical/extension`, and `expected '^0.48.0' to be '^0.49.0'` for the declared range. I then restored the fix and `pnpm install` reproduced the committed lockfile byte for byte. - `pnpm --filter @paperclipai/ui typecheck` — clean. The Lexical API calls in the app still compile on 0.48. - `npx vitest run ui/src/lib/mention-deletion.test.ts ui/src/lib/mention-aware-link-node.test.ts ui/src/components/MarkdownEditor.test.tsx` — 42 passed. - `pnpm --filter @paperclipai/ui build`, then the `grep` above — the bundle now holds 1 `LexicalBuilder` registration. It held 2 before this change. - Full `ui` project: `npx vitest run --project '@paperclipai/ui'` — 4426 of 4431 passed. I re-ran the 5 failures in isolation. Four passed, so they were load-induced 5 second timeouts in `CompanyEnvironments.test.tsx` and `IssuesList.test.tsx`. The last one, `OnboardingWizard.test.tsx > renders instead of throwing when the browser denies storage access`, also fails on clean `master` and is unrelated to this change. - Real render probe. I wrote a throwaway test that renders `MarkdownEditor` against the real `@mdxeditor/editor` with no mock. Before this change it produced the fallback banner and the `LexicalBuilder` error. After this change the editor mounts a live `contenteditable` surface and logs no error. The probe was temporary and is not part of this diff. ## Risks - This pins the app's Lexical to the line the editor supports rather than to the newest release. A future Lexical upgrade must wait for an `@mdxeditor/editor` release that supports it. I checked published `@mdxeditor/editor` through 4.2.3 and none supports Lexical 0.49, so fixing forward is not possible today. The new test enforces that ordering, so an upgrade attempt fails in CI with a clear reason. - Dependabot will offer the Lexical 0.49 bump again. The new test will fail that pull request. That is the intended behavior. A reviewer should keep the bump closed until MDXEditor moves first. - 04432f82c was a routine version bump and not a security fix, so this change reintroduces no known advisory. - The change is limited to dependency resolution and one new test. It alters no application code. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used Claude (Anthropic), Claude Opus, agentic tool use via Claude Code. - Provider and model: Claude (Anthropic), Claude Opus - Capability: agentic tool use through Claude Code, with repository search, file edits, dependency installation, test and build runs ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [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 (no document in the repository states a Lexical version or pinning policy, so the reasoning is recorded in the new test's header comment) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-27 09:26:42 -07:00
Nicky LeachandPaperclip	1de105c475	fix(observability): pin the Sentry browser SDK and gate the optional Sentry server peer on the exact version (#12270) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip uses separate server and browser packages for runtime services and the board. > - Sentry integrations need an exact SDK version and safe optional loading. > - A version range can select an SDK that the privacy tests did not audit. > - Missing peer metadata does not describe the optional server SDK contract. > - This pull request pins the browser SDK and gates the optional server SDK on its exact version. > - The benefit is a clear SDK contract with fail-open startup behavior. ## Linked Issues or Issue Description **What happened?** The browser package used the range ^10.71.0, so a lockfile refresh could select a newer SDK. The server loaded @sentry/node dynamically but did not declare its optional peer contract. **Expected behavior** The browser package must use the audited 10.71.0 version. The server must load @sentry/node only when the installed peer matches 10.71.0. The server must start when the optional peer is absent. **Steps to reproduce** 1. Install the project dependencies. 2. Inspect the browser Sentry version and the server package metadata. 3. Start the server without installing @sentry/node. 4. Confirm that the server starts and that the dynamic Sentry bootstrap does not load an unsupported peer version. **Paperclip version or commit** 9c57c0f119 **Deployment mode** Built from source with pnpm dev or pnpm build. **Installation method** Built from source. **Agent adapter(s) involved** Not adapter-specific (core change). **Database mode** Not database-related. ## What Changed - Pin @sentry/browser to exactly 10.71.0 as a UI development dependency. - Declare @sentry/node as an optional server peer dependency at 10.71.0. - Gate the dynamic server bootstrap on the exact peer version. - Add tests for the browser pin, peer metadata, version gate, and fail-open loading. - Document the supported server SDK version. - Keep the lockfile unchanged because the pull request workflow regenerates it for manifest changes. ## Verification - Server tests pass with six expected skips when @sentry/node is absent. - UI tests pass. - The UI build emits the lazy Sentry browser chunk. - git diff --check passes. - GitHub pull request checks must pass after this pull request opens. - Greptile must return a 5/5 score with no open findings. ## Risks The exact version gate prevents Sentry startup when an unsupported SDK version exists. The integration remains optional and fail-open. The lockfile workflow must regenerate the lockfile before frozen downstream jobs run. The label-gated Storybook visual job must not run until it can restore the generated lockfile artifact. ## Model Used OpenAI Codex, GPT-5, tool use and code review support, exact context window details are managed by the execution platform. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes: # / Closes: # / Refs: # OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-27 07:20:03 -07:00
scotttong	4d82f5eaea	copy: unify user-facing "company" wording to "organization" (#12243)	2026-08-27 01:04:55 -07:00
TonioandClaude Opus 5	eb86fcd498	The agent, drawn as itself (#12274) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A new customer's first session ends in the tenant's agent arc: create an agent, connect a model, review > - Walking it turned up questions the arc had no business asking — a role picker using a vocabulary the customer has not been given, a model picker asking them to judge models they have not met — and chrome restating what they had just watched happen > - Each one costs a first-session customer attention at the exact moment they are deciding what this product is > - This pull request cuts the arc to what it must ask, and draws the agent as itself so the arc has a visible subject > - The benefit is three steps that each ask one thing, ending on an agent that is visibly ready ## Linked Issues or Issue Description No public issue exists. The changes come from walking the sign-up arc end to end. **What happened:** The agent step asks for a role from a fixed enum before asking for a name. The model step shows two "Recommended" badges (on both options), an "Adapter type" eyebrow, and a model picker. The review step lists a three-row checklist of work the customer just performed. The progress strip is a full-width segmented bar. **Expected behavior:** The agent step asks for a name. The model step offers the two harnesses and hides the rest behind advanced settings. The review step says the agent is ready. The strip counts three discrete steps. **Steps to reproduce:** 1. Sign up and enter the tenant wizard on the agent arc. 2. Observe the role select above the optional name field. 3. Continue to the model step: both options carry a "Recommended" badge, and a model picker sits below. 4. Continue to review: a checklist restates the organization name, agent, and model. **Additional context:** The brand pill assets (`pill-1-dormant.svg`, `pill-1-alive.svg`) are transcribed verbatim into a component rather than approximated. The role removal exposed a latent silent-failure path — see Risks. ## What Changed - `PillGuy` renders the brand pill in two states; the arc holds one instance, dormant through create and connect, alive on review. - The agent step asks for a name only. The name is required; the role picker is gone. - `DEFAULT_AGENT_ROLE` (`general`) backs every onboarding hire, and `agentRole` now defaults to it rather than empty. - The model step drops both "Recommended" badges, the "Adapter type" eyebrow, and the model picker; "More Agent Adapter Types" becomes "Advanced settings"; the sub-line becomes "Paperclip works with your existing subscription or API keys." - The review step drops its checklist; the heading becomes "Let's get started..." with "[name] is ready to work!". - The progress strip renders three left-aligned dots at the previous gap. - Five e2e specs and both wizard unit suites migrate off `#onboarding-agent-role`. ## Verification Run the tenant suite: ``` cd ui && npx vitest run ``` - 4398 tests pass across 474 files; `npx tsc --noEmit` clean. - Walked live in a local instance: agent step (dots, dormant pill, name placeholder), model step (no badges/eyebrow/picker, "Advanced settings"), review (pill alive, new copy, no checklist). - The retargeted role test asserts the hire payload carries `role: "general"` and the typed name — it is the test that catches the silent failure below. ## Risks - **A latent silent failure, now closed.** `handleGiveHeartbeat` returns early when `agentRole` is empty. With the picker removed and no default, Connect would have hired nobody and shown no error. The default closes it; the guard stays for any future path that clears the role. - **Behavioral change:** every onboarding hire is filed as `general` rather than a chosen role. The role remains editable in the app. - **Behavioral change:** the model is no longer chosen during onboarding. Every adapter offered here resolves its own default in `buildAdapterConfig`, and the model is changeable later. - **Assets:** the pill carries its own gradient fills and does not follow the theme. That is deliberate — the agent looks like itself on either ground. ## Model Used Claude Opus 5 (`claude-opus-5`) via Claude Code, 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 - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-08-26 21:39:55 -07:00
Nicky LeachandPaperclip	8f1e3cfe24	feat(observability): add opt-in Sentry error monitoring for the server and the browser (#12190) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server and the browser need clear error reports when an operator enables external monitoring. > - Paperclip already uses an opt-in OpenTelemetry pattern for server traces. > - Sentry can provide error reports for both runtime paths when the operator sets one data source name. > - This pull request adds one opt-in Sentry gate for the server and the browser. > - The benefit is faster diagnosis while the default setup sends no Sentry data. ## Linked Issues or Issue Description **What is improved?** Paperclip gains optional error monitoring for server and browser failures. **Subsystem affected** Cross-cutting (server, UI, and shared authentication data). **Current behavior** Paperclip has no built-in Sentry error capture for server failures or browser boundary failures. Operators must inspect local logs and browser tools. **Proposed behavior** When the operator sets `SENTRY_DSN`, the server and authenticated browser use the same Sentry project. When the variable is absent, both paths stay inactive. The server loads Sentry dynamically and fails open when the optional package is absent. **Reason and benefit** Operators can inspect runtime errors in one Sentry project. The default setup remains local and sends no monitoring data. **Breaking changes** None when `SENTRY_DSN` remains unset. Authenticated session responses add the optional `sentryDsn` field. **Additional context** The implementation uses built-in Sentry privacy options. It disables default HTTP context and breadcrumb integrations and keeps `sendDefaultPii` false. ## What Changed - Add an opt-in server Sentry gate with dynamic package loading and fail-open behavior. - Add the Sentry data source name to the authenticated session response. - Add an authenticated browser Sentry gate and React error boundary capture. - Add tests for server, browser, route, and application error paths. - Document activation, installation, privacy settings, capture behavior, and operator controls. ## Verification - Run `npx vitest run server/src/__tests__/sentry.test.ts`. - Run `npx vitest run ui/src/lib/sentry.test.ts`. - Run `npx vitest run server/src/__tests__/auth-routes.test.ts server/src/__tests__/shutdown.test.ts`. - Confirm that the full continuous integration suite passes on this pull request. - Leave `SENTRY_DSN` unset and confirm that the server and browser gates stay inactive. - Set `SENTRY_DSN` and install the optional Sentry packages before a manual capture check. ## Risks The operator controls the Sentry project and accepts the data risk when the operator enables the feature. Error objects can contain messages, stacks, or cause chains with private values. The default configuration sends no data because the feature stays off without `SENTRY_DSN`. A missing optional server package does not stop server boot. ## Model Used OpenAI Codex, GPT-5, with tool use, repository inspection, GitHub CLI operations, and code review support. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-26 11:15:45 -07:00
Devin Foley	ca02d2463a	fix(ui): keep the installed service worker fresh on parked tabs (#12198) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The web UI registers a service worker (`/sw.js`) that caches the app shell for an offline fallback. > - Browsers only re-fetch a worker script on navigation or a ~24h timer, and Paperclip is a parked-tab SPA: a tab can sit open for weeks without one navigation. > - An installed worker — and the shell it cached — can therefore keep serving an old bundle long after a deploy, and the server let `sw.js` inherit the generic 1h static TTL on top of that. > - This pull request adds explicit update checks (tab-visible + hourly), applies a discovered update with one reload while the tab is hidden, and serves `sw.js` with `Cache-Control: no-cache`. > - The benefit is that a deploy reaches every open tab within about an hour, instead of some tabs silently running stale UI indefinitely. ## Linked Issues or Issue Description Refs #11292 (the network-first `sw.js` fallback fix; this PR closes the delivery gap that can keep clients pinned on a pre-#11292 worker). **What happened?** A browser that had an older cache-first worker installed kept rendering a stale app shell — old feature set, old naming — while the server was verified to be running the current release. Nothing on the client checks for a new worker outside navigations, so a parked tab never picked up the fixed worker, and `sw.js` was served with a 1h cache TTL that further delayed update checks. **Expected behavior** Every open tab converges to the deployed bundle shortly after a release, without users unregistering workers in DevTools or hard-reloading. **Steps to reproduce** Install a build's service worker, deploy a newer build, and leave the tab parked (no navigation): the tab keeps running the old bundle indefinitely; the worker update check only happens if the user navigates, and even then a cached `sw.js` can answer it. ## What Changed - New `ui/src/lib/service-worker-updates.ts`: registers `/sw.js`, runs `registration.update()` when the tab becomes visible and on an hourly timer, and on `controllerchange` of a previously-controlled page applies the update with a single reload — only while the tab is hidden, so an update never yanks the page mid-session; a takeover while visible defers the reload to the next hidden transition. First-ever installs never reload. - `ui/src/main.tsx`: replaces the fire-and-forget `register()` with the new module. - New `server/src/static-ui-cache.ts` (`staticUiCacheControl`): `index.html` and `sw.js` are served `Cache-Control: no-cache`; other non-hashed statics keep the 1h default. `server/src/app.ts` uses it in the static middleware. ## Verification - `npx vitest run ui/src/lib/service-worker-updates.test.ts` — 8 tests: registration, hidden-takeover reload (once), deferred reload on visible takeover, no reload on first install, visibility-triggered and timer-triggered update checks, cleanup, no-container no-op. - `npx vitest run server/src/__tests__/static-ui-cache.test.ts` — 3 tests incl. the `sw.js.map` lookalike keeping the default TTL. - `tsc -b` (ui) and `tsc --noEmit` (server) clean; `pnpm check:tokens` clean. ## Risks - Behavioral shift: tabs now reload once, while hidden, after a deploy lands. Unsaved in-page state in a hidden tab is lost at that moment — the same exposure as a browser discarding a background tab, which SPAs must already tolerate. - Self-hosted behavior is otherwise unchanged: same worker script, same registration URL, one added conditional header. - Low risk on the server side: the header change only widens revalidation. ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic coding session with tool use and extended thinking. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-25 16:12:02 -07:00
3 people	0b01593602	build(deps): bump lucide-react from 0.577.0 to 1.32.0 (#11885) ... Bumps [lucide-react](https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react) from 0.577.0 to 1.32.0. <details> <summary>Release notes</summary> <p><em>Sourced from <a href="https://github.com/lucide-icons/lucide/releases">lucide-react's releases</a>.</em></p> <blockquote> <h2>Version 1.32.0</h2> <h2>What's Changed</h2> <ul> <li>feat(icons): added <code>car-battery</code> icon by <a href="https://github.com/andreynaz4renko"><code>@​andreynaz4renko</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4088">lucide-icons/lucide#4088</a></li> <li>fix(categories): fixes emoji.json by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4697">lucide-icons/lucide#4697</a></li> <li>chore(deps): bump vue from 3.5.40 to 3.5.41 in the vue-deps group across 1 directory by <a href="https://github.com/dependabot"><code>@​dependabot</code></a>[bot] in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4695">lucide-icons/lucide#4695</a></li> <li>chore(dev): upgrade ESLint to latest compatible stack (v10) by <a href="https://github.com/ericfennis"><code>@​ericfennis</code></a> with <a href="https://github.com/Copilot"><code>@​Copilot</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4378">lucide-icons/lucide#4378</a></li> <li>feat(icons): add square-text by <a href="https://github.com/samuelalake"><code>@​samuelalake</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4609">lucide-icons/lucide#4609</a></li> </ul> <h2>New Contributors</h2> <ul> <li><a href="https://github.com/andreynaz4renko"><code>@​andreynaz4renko</code></a> made their first contribution in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4088">lucide-icons/lucide#4088</a></li> </ul> <p><strong>Full Changelog</strong>: <a href="https://github.com/lucide-icons/lucide/compare/1.31.0...1.32.0">https://github.com/lucide-icons/lucide/compare/1.31.0...1.32.0</a></p> <h2>Version 1.31.0</h2> <h2>What's Changed</h2> <ul> <li>feat(icons): added <code>mail-badge</code> icon by <a href="https://github.com/lazerg"><code>@​lazerg</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4638">lucide-icons/lucide#4638</a></li> <li>feat(icons): add angle by <a href="https://github.com/samuelalake"><code>@​samuelalake</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4545">lucide-icons/lucide#4545</a></li> <li>feat(icons): added <code>eject</code> icon by <a href="https://github.com/ThibautMarechal"><code>@​ThibautMarechal</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4043">lucide-icons/lucide#4043</a></li> </ul> <h2>New Contributors</h2> <ul> <li><a href="https://github.com/lazerg"><code>@​lazerg</code></a> made their first contribution in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4638">lucide-icons/lucide#4638</a></li> <li><a href="https://github.com/ThibautMarechal"><code>@​ThibautMarechal</code></a> made their first contribution in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4043">lucide-icons/lucide#4043</a></li> </ul> <p><strong>Full Changelog</strong>: <a href="https://github.com/lucide-icons/lucide/compare/1.30.0...1.31.0">https://github.com/lucide-icons/lucide/compare/1.30.0...1.31.0</a></p> <h2>Version 1.30.0</h2> <h2>What's Changed</h2> <ul> <li>chore(icons): refine &amp; rename various emoji icons by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4606">lucide-icons/lucide#4606</a></li> <li>fix(scripts): removed toBeRemovedInVersion from all scripts and tools by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4674">lucide-icons/lucide#4674</a></li> <li>feat(icons): added <code>audio-lines-x</code> icon by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4590">lucide-icons/lucide#4590</a></li> <li>feat(lab): added <code>chinese-character</code> icon to lab by <a href="https://github.com/congemcd"><code>@​congemcd</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4212">lucide-icons/lucide#4212</a></li> <li>test(packages): updates unit test snapshots with face-slightly-smiling by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4676">lucide-icons/lucide#4676</a></li> <li>ci(dev): fix post-release job by downloading lucide-font artifact by name by <a href="https://github.com/ericfennis"><code>@​ericfennis</code></a> with <a href="https://github.com/Copilot"><code>@​Copilot</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4675">lucide-icons/lucide#4675</a></li> <li>feat(icons): add shield-lock icon by <a href="https://github.com/Caisere"><code>@​Caisere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/3508">lucide-icons/lucide#3508</a></li> <li>ci(security): Pin sha actions by <a href="https://github.com/jguddas"><code>@​jguddas</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4678">lucide-icons/lucide#4678</a></li> <li>feat(icons): added <code>broom</code> icon by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4683">lucide-icons/lucide#4683</a></li> </ul> <h2>New Contributors</h2> <ul> <li><a href="https://github.com/congemcd"><code>@​congemcd</code></a> made their first contribution in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4212">lucide-icons/lucide#4212</a></li> <li><a href="https://github.com/Caisere"><code>@​Caisere</code></a> made their first contribution in <a href="https://redirect.github.com/lucide-icons/lucide/pull/3508">lucide-icons/lucide#3508</a></li> </ul> <p><strong>Full Changelog</strong>: <a href="https://github.com/lucide-icons/lucide/compare/1.29.0...1.30.0">https://github.com/lucide-icons/lucide/compare/1.29.0...1.30.0</a></p> <h2>Version 1.29.0</h2> <h2>What's Changed</h2> <ul> <li>fix(<code>@​lucide/lab</code>): Fix lab build by <a href="https://github.com/ericfennis"><code>@​ericfennis</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4618">lucide-icons/lucide#4618</a></li> <li>feat(copilot): remove incorrect spaces clause from copilot instructions by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4623">lucide-icons/lucide#4623</a></li> <li>feat(docs): remove Super and Noodle from showcase by <a href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4626">lucide-icons/lucide#4626</a></li> <li>chore(deps-dev): bump <code>@​angular/platform-server</code> from 21.2.18 to 21.2.19 by <a href="https://github.com/dependabot"><code>@​dependabot</code></a>[bot] in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4629">lucide-icons/lucide#4629</a></li> <li>ci(security): improve security with adding permissions by <a href="https://github.com/ericfennis"><code>@​ericfennis</code></a> in <a href="https://redirect.github.com/lucide-icons/lucide/pull/4619">lucide-icons/lucide#4619</a></li> </ul> <!-- raw HTML omitted --> </blockquote> <p>... (truncated)</p> </details> <details> <summary>Commits</summary> <ul> <li><a href="https://github.com/lucide-icons/lucide/commit/75b55160aa9edd7095dfed1a6e3d88e66fb2b153"><code>75b5516</code></a> chore(dev): upgrade ESLint to latest compatible stack (v10) (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4378">#4378</a>)</li> <li><a href="https://github.com/lucide-icons/lucide/commit/0f8d48b266e7af1e2bab49ff12ab6ec0795ed204"><code>0f8d48b</code></a> test(packages): updates unit test snapshots with face-slightly-smiling (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4676">#4676</a>)</li> <li><a href="https://github.com/lucide-icons/lucide/commit/f229f83f0c42f46befeac3cfd8ef7aaa82a71325"><code>f229f83</code></a> chore(depedencies): Update dependencies (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4553">#4553</a>)</li> <li><a href="https://github.com/lucide-icons/lucide/commit/5ff536e1391335e4f7dc38d244c1bc458b9443e2"><code>5ff536e</code></a> ci(release.yml): Fix workflow and remove <code>version</code> scripts in package scripts...</li> <li><a href="https://github.com/lucide-icons/lucide/commit/07c885e6c1f9952965ba388b7fd2bb7c4d416a67"><code>07c885e</code></a> fix(docs): fix zephyr-cloud URL in readmes</li> <li><a href="https://github.com/lucide-icons/lucide/commit/50d8af5a1012e188f3d71ac8f1fc0fba1aab5357"><code>50d8af5</code></a> docs(readme): Update readme files (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4320">#4320</a>)</li> <li><a href="https://github.com/lucide-icons/lucide/commit/653e44b83293567ff24dcb90ca1094a9cf0a042a"><code>653e44b</code></a> feat(packages): use .mjs for ESM bundles (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4285">#4285</a>)</li> <li><a href="https://github.com/lucide-icons/lucide/commit/7623e23f787fe78e5075a613fd22da2cecbb9b1b"><code>7623e23</code></a> feat(docs): add Zephyr Cloud to Hero Backers tier &amp; rework updateSponsors scr...</li> <li><a href="https://github.com/lucide-icons/lucide/commit/dada0a82970d3733d1d716e2089591c538272a39"><code>dada0a8</code></a> fix(lucide-react): Fix dynamic imports (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4210">#4210</a>)</li> <li><a href="https://github.com/lucide-icons/lucide/commit/a6e648a66ff470c2255d3666765fd73cfcc185ff"><code>a6e648a</code></a> fix(lucide-react): correct client directives in RSC files (<a href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4189">#4189</a>)</li> <li>Additional commits viewable in <a href="https://github.com/lucide-icons/lucide/commits/1.32.0/packages/lucide-react">compare view</a></li> </ul> </details> <br /> --------- Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> Co-authored-by: Priya Raman <priya@paperclip.ing> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-25 10:54:14 -07:00
DottaandPaperclip	f572e08678	fix(recovery): stop automatic stranded-task takeovers (#11961) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The recovery service restores execution when a task loses its live path. > - The service retries the original agent for a limited number of attempts. > - The old fallback could select a manager or an executive and wake that agent. > - That fallback changed the effective recovery owner without a board decision. > - This pull request keeps the source owner and gives the exhausted recovery decision to the board. > - The benefit is a clear ownership rule with no automatic task takeover. ## Linked Issues or Issue Description Refs: #11807 Refs: #11817 **What existing behavior does this improve?** This improves stranded-task recovery in the server and the recovery action card in the board UI. **Subsystem affected** Cross-cutting: server recovery orchestration, recovery observability, board UI, and execution documentation. **Current behavior** Paperclip retries the original agent for a limited number of attempts. After the retry limit, it can select a manager, task creator, CTO, or CEO as a recovery owner. It can then wake that substitute agent. The source task keeps its assignee, but the automatic substitute wake creates an implicit takeover path. **Proposed behavior** Paperclip keeps the limited retry path for the original agent. If recovery is exhausted or unsafe, Paperclip creates one board-owned source recovery action. It keeps both source assignee fields. It does not wake a substitute agent. The board can repair, retry the original owner, explicitly reassign, or resolve the task. **Reason and benefit** Source task ownership must remain stable until a person or an approved policy changes it. The new rule removes implicit manager and executive takeover. It also gives operators clear evidence through the `board_escalation_no_takeover_v1` routing marker. **Breaking changes** Automatic recovery no longer wakes a manager or executive after the original-agent retry limit. Existing active agent-owned recovery actions remain visible and can resolve. Paperclip does not schedule a new takeover wake for those legacy actions. ## What Changed - Route exhausted and unsafe stranded recovery to a board-owned source action. - Preserve agent and user assignee fields during automatic escalation. - Keep limited same-agent continuity repair and provider quota monitoring. - Stop new manager, creator, CTO, and CEO recovery wakes. - Keep legacy agent-owned recovery actions readable and resolvable. - Add the routing marker to new board escalation evidence and observability. - Update recovery notices, the board UI card, tests, and execution documentation. ## Verification - Run `pnpm -r typecheck`. - Run `pnpm build`. - Run `pnpm check:token-gates`. - Run `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts`. - Run `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-workspace-branch-containment.test.ts`. - Run the focused recovery and UI Vitest files changed by this pull request. - Confirm that a paused or over-budget source owner creates one board action, keeps the source assignee, and creates no substitute wake. ## Risks - Operators must now make the final recovery decision after the original-agent limit. - Legacy agent-owned actions use their stored contract. This avoids a rollout-time ownership rewrite. - No database migration or API response shape changes are included. - The tests cover concurrent escalation, paused and over-budget owners, legacy actions, provider quota monitoring, and UI presentation. > 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 hosted exact model revision and context window are not exposed. Reasoning, tool use, and code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-22 11:41:24 -05:00
TonioandClaude Opus 5	3ff636bc48	Drop the mission step from the wizard arc (#11935) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New customers arrive through an onboarding arc that spans Paperclip Cloud and the tenant app > - Cloud's naming screen stopped asking for the company mission, but the tenant wizard still decided its first step by asking whether the company had one > - Every Cloud-created company therefore looked mission-less on arrival, so every walk detoured through a "Define your mission" screen the design had already removed > - This pull request removes that step from the arc, and makes step 1 create the company itself > - The benefit is a shorter arc that matches the design, and a three-step progress strip that now counts the steps that exist ## Linked Issues or Issue Description No public issue exists. The problem was found by walking staging end to end. **What happened:** A new customer signs in, names their organization, and waits for it to build. The tenant wizard then asks "Define your mission" before it asks for the first agent. Cloud no longer collects a mission, so this screen appears for every new customer. **Expected behavior:** The wizard asks for the first agent, the model, and a review. The progress strip counts three steps. **Actual behavior:** The wizard asks for the mission first. The progress strip counts five segments, because the run does not enter on the agent arc. **Additional context:** Three merged pull requests built the mission-based step choice this change removes: #11352, #11416 and #11429. The mission is now collected later, inside the tenant app, so onboarding does not ask for it at all. ## What Changed - `onboardingStepForCompany` always returns the agent step. The `companyHasMission` parameter is removed, because it cannot change the answer. - `resolveRouteOnboardingOptions` no longer accepts `companyHasMission`. - The dashboard no longer waits for the goal lookup before it opens the wizard. That wait only chose a step, and the step is now fixed. - Step 1 creates the company in a new `handleCreateCompany`. Company creation used to sit at the end of `handleConfirmMission`. - No company goal is written during onboarding. - The three-step strip now shows on the agent, model and review steps, because every Cloud-first run enters on the arc. - The full-length bar drops its second segment. No run can fill it. - The grow path keeps its step 2 questionnaire. Only the create path skips ahead. - Back from the agent step goes to the screen the run came from. - Four end-to-end specs no longer drive the wizard through the mission step. ## Verification Run the tenant test suite: ``` cd ui && npx vitest run ``` - 4356 tests pass. 471 files pass. - `npx tsc --noEmit` reports no errors. - Fault injection: forcing `skipsMissionStep` to `true` fails the grow questionnaire test. Removing the Back rule fails the Back test. Both tests fail on the exact defect they guard. - The three-step strip is asserted by an existing test. It checks `Step 1 of 3` and `aria-label="Create your first agent"`. Manual check on staging after the paired Cloud change: 1. Open a new incognito window. 2. Sign in with a new account. 3. Name the organization. 4. Confirm the wizard shows "Create your first agent" and "Step 1 of 3". ## Risks - **Behavioral change.** Onboarding no longer writes a company goal. An agent hired during onboarding starts without a seeded mission. This is intended. The mission moves to the tenant app. - **Dead code.** `ONBOARDING_MISSION_STEP` and the mission screen stay in the codebase, but nothing in the app opens them. They wait for the surface that collects the mission later. - **Grow path.** The grow path is unchanged, but it shares step 2 with the removed screen. New tests cover it. - **Superseded work.** #11352, #11416 and #11429 tuned the mission-based step choice. This change removes the branch they tuned. ## Model Used Claude Opus 5 (`claude-opus-5`), extended thinking, with tool use and code execution through 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 - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com>	2026-08-22 02:28:45 -07:00
TonioandClaude Opus 5	3d366ba15f	Rebuild the onboarding agent arc on the prototype's step design (#11905) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The onboarding wizard in `ui/` hires that first agent. It runs three steps: create the agent, connect a model, and review > - A standalone prototype holds the agreed design for these steps. #10786 ported that prototype, but #11067 reverted it in full because the port deleted `OnboardingWizard.tsx` while four pull requests were editing that file > - Those four pull requests have since merged. The revert said the port can "re-land incrementally", and this is that re-land > - This pull request takes the presentational layer from the prototype only. It keeps master's wizard as the source of behaviour, so the eight onboarding fixes merged since the revert stay in place > - The benefit is that the three agent steps match the agreed design, and no merged fix is lost to get there ## Linked Issues or Issue Description Refs #10786 — the first attempt to land this design. Refs #11067 — the revert that asked for it to re-land in smaller steps. No public issue exists for the re-land. The problem is described below. **Subsystem affected** The `ui` package. The change touches the onboarding wizard, the agent capsule, and one Storybook story. It adds four small presentational components under `ui/src/components/onboarding/`. **Current behavior** The wizard's agent steps do not match the prototype. Each step shows a small heading beside an icon, above a form. The agent capsule sits below that heading and does not animate. The agent gets a name but no role, so every first agent is created as `ceo`. The wizard also shows a five-segment progress bar on these steps. A walker who enters on the agent step cannot reach the first two segments, so two of the five can never be filled. **Proposed behavior** The three steps use the prototype's card, its centred display heading, and its footer. One capsule sits above the heading and stays mounted across all three steps, so it reads as one object being built rather than three screens that each show their own. A three-segment strip counts these steps for a walker who enters on them. The full-length bar stays for a walker who starts at step one, so that count never restarts partway. The agent step gains a role. The options come from the agent role enum, not from the prototype's mock list. **Reason and benefit** The design is agreed and already built once. Re-landing it presentation-first keeps the behaviour that master gained after the revert. Sourcing roles from the enum matters. The prototype offers "Coder", which is not a valid role — the enum uses `engineer` — so a walker who picked it would fail validation at hire time. **Breaking changes** None. The wizard keeps its routes, its draft format, and its hire call. The draft gains one optional field, `agentRole`. A draft saved before this change loads without it and falls back to the default. ## What Changed - Add `ui/src/components/onboarding/`: `Stepper`, `OnboardingCard`, `OnboardingHeading`, `FooterNav`, `AgentPreview`, and shared motion constants - Rebuild wizard steps 3–5 on those parts: one card, the capsule above a centred heading, and one footer - Hold one `AgentCapsule` across the three steps. It springs in once, then morphs from dashed slot to traced outline to filled - Add `strokeDraw` to `AgentCapsule`. It traces the outline instead of cross-fading it. The dashed layer holds until the trace ends - Add a role select to the agent step. Choosing a role fills the name, unless the walker typed one - Show one progress indicator per run, not two - Label strip segments by destination, not by number - Add `motion` to the `ui` package - Add a Storybook story for the strip and the capsule states ## Verification Run the tests: ``` pnpm --filter @paperclipai/ui exec vitest run pnpm --filter @paperclipai/ui exec tsc -p tsconfig.json --noEmit ``` 4235 tests pass. The typecheck is clean. To see the steps, start the app and open `/<PREFIX>/onboarding` for a company that has a company-level goal. The wizard opens on the agent step. Step three requires a hire. Three absence assertions were checked by fault injection. Each one fails when the old behaviour returns: - put the step counter back, and the "shows no step counter" test fails - default `strokeDraw` to true, and the cross-fade test fails - restore the timer gate on the strip, and the indicator test fails ## Risks Low to medium. `motion` is one new dependency in `ui`. #11067 gave dependency weight as one of three reasons to revert #10786, so this branch carries the smallest set that works. `motion` drives the step transitions and the capsule choreography, and three files import it. An earlier revision of this branch also added `three` and `@types/three`. Both are removed. They existed for the 3D backdrop, which belongs to the auth and welcome screens rather than to these three steps, so nothing on this branch imported them. The role select changes what the wizard sends. Before this change every first agent was hired as `ceo`. Now the walker chooses. The values come from the enum, so the server accepts all of them. Steps 1 and 2 keep the older design. They do not run on the Cloud-first path, where the company already exists. ## Model Used Claude Opus 5 (`claude-opus-5`), with extended thinking, tool use, and code execution. Used for the code, the tests, and this description. ## 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 5 <noreply@anthropic.com>	2026-08-21 16:41:53 -07:00
Devin Foley	adfbe2d4b9	feat(environments): refer to the managed default environment by name, not the sandbox driver key (#11838) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Managed deployments provision a platform-managed default environment for agent runs; the UI shows this environment in selectors, the agent form, run details, and the environments page > - Those surfaces append the raw driver key to the environment name, so users see labels like "Paperclip Computer (sandbox)", "Paperclip Computer · sandbox", and fallback copy such as "Managed sandbox" and "The sandbox has no ready authentication" > - "sandbox" is infrastructure vocabulary, not the product name of the environment; showing it next to the managed environment's name is confusing and off-brand > - This pull request renders platform-managed environments by name alone and rewords the sandbox-phrased copy, while user-created environments keep the driver suffix so mixed lists stay distinguishable > - The benefit is that the default environment reads as one clear product name everywhere, and self-hosted users lose nothing: their own environments still show the driver ## Linked Issues or Issue Description **What existing behavior does this improve?** Display of the platform-managed default environment across the UI. **Subsystem affected** UI (environment selectors, agent config form, environments page, agents page, run details) and the claude-local/codex-local adapter auth checks. **Current behavior** The agent form labels the inherited default environment as "Name (sandbox)". Environment selectors and the environments list render "Name · sandbox". The agents page describes the environment as "<provider> sandbox provider". The agent form's fallback label is "Managed sandbox". Adapter auth checks say "The sandbox has no ready authentication for this adapter." **Proposed behavior** Platform-managed environment rows (`metadata.managedByPaperclip`) render their name alone. The fallback label is "Paperclip Computer". The agents page describes managed environments as "Managed by Paperclip". Run details omit the driver suffix for sandbox-driver environments (the adjacent Provider entry already identifies the mechanism). Adapter auth checks say "This environment has no ready authentication for this adapter." **Reason and benefit** The managed environment carries a product name. Appending the raw driver key ("sandbox") to it is noise and contradicts the product naming. User-created environments keep the driver suffix, so mixed lists stay distinguishable. **Breaking changes** None. Message text of the auth check is not read programmatically; the UI keys off `ADAPTER_AUTH_MISSING_CHECK_CODE`. Rows without the managed marker render exactly as before. ## What Changed - New `environmentDisplayLabel` helper in `ui/src/lib/managed-sandbox-environment.ts`: managed rows → name alone; other rows → "Name · driver". - `AgentConfigForm`: inherited-default label uses the helper; fallback copy "Managed sandbox" → "Paperclip Computer"; environment options use the helper. - `ProjectProperties`, `CompanyEnvironments`: environment selector options use the helper; the environments-list row hides the driver suffix on managed rows; the managed detail page's fallback description no longer says "sandbox". - `Agents` page: managed environments are described as "Managed by Paperclip" instead of "<provider> sandbox provider". - `CommentThread` run details: the driver suffix is omitted for sandbox-driver environments. - claude-local and codex-local adapters: auth-missing check message/hint reworded from "sandbox" to "environment" (ACP and environment-test paths); claude-local probe/effort/login hints reworded the same way. - Run status lines: "Syncing workspace to sandbox", "Exporting git changes from sandbox", "Starting adapter in sandbox", and friends now say "environment"; "Finalizing sandbox workspace" → "Finalizing workspace". Templated transfer-progress lines map the `sandbox` transport key to "environment" for display (`runtime-progress.ts`). - Agent form sign-in panel: "Sign in to the sandbox" → "Sign in to the environment"; "Authenticated. The sandbox has credentials now." → "…The environment has credentials now." - Feature catalog + instance settings card: "Managed Sandbox Only" → "Managed Environment Only" (setting key unchanged; the card keeps its alphabetical slot). - Server agents routes: execution-target failure and test-identity copy no longer say "sandbox"; workspace-mode label "Cloud sandbox" → "Cloud environment". - Tests: new `environmentDisplayLabel` unit cases; new `AgentConfigForm` render case asserting the managed default renders without "(sandbox)" or "· sandbox"; status-line assertions updated across adapter-utils, server heartbeat/live-run, and UI chat suites. ## Verification - `pnpm --filter @paperclipai/ui typecheck` — clean. - `pnpm --filter @paperclipai/adapter-claude-local typecheck` and `--filter @paperclipai/adapter-codex-local typecheck` — clean. - `vitest run` for `managed-sandbox-environment.test.ts`, `AgentConfigForm.render.test.tsx`, `CompanyEnvironments.test.tsx`, `Agents.test.tsx`, `CommentThread.test.tsx`, `NewAgent.test.tsx` — all green (118 tests across the two runs). ## Risks Low risk. Cosmetic label changes only; no data or API changes. Rows without `metadata.managedByPaperclip` render exactly as before, so self-hosted deployments with their own environments see no change. The only self-hosted-visible wording changes are the adapter auth-check message and the driver suffix omission on sandbox-driver rows in run details. ## Model Used - Claude (Anthropic) — claude-fable-5 (Claude Fable 5), Claude Code CLI, extended thinking, 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 (no docs reference these labels) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-21 12:51:22 -07:00
Nicky LeachandPaperclip	5bc6031f79	fix(server,ui,claude-local): verify auth on the adapter Test lane and enforce managed-sandbox tenant binding (#11810) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Adapter Test checks whether an agent adapter can run with its configured environment, and every local-driver adapter (Claude, Codex, Gemini, OpenCode, Pi, Cursor, etc.) shares this Test route and its UI resolution logic > - The Claude ACP Test lane could report pass without checking local or remote authentication, and the shared Test route and UI had gaps in environment binding, probe safety, and managed-sandbox resolution that affect every adapter that uses the Test button, not only Claude > - This pull request verifies authentication on every Claude ACP target, and closes the shared Test-route/UI gaps: tenant-binding on the route, a managed-sandbox-only redirect that matches the real run path, and a three-tier environment resolution in the UI > - The benefit is a truthful Test result with safer probe execution and tenant isolation, for Claude specifically and for every other local adapter that shares this Test surface ## Linked Issues or Issue Description **What happened?** The Claude ACP Test lane returned `status: "pass"` without checking authentication for some local and non-sandbox targets. Separately, the shared `/companies/:companyId/adapters/:type/test-environment` route — used by every local-driver adapter, not only Claude — accepted a foreign environment id, and its UI resolution did not mirror the server's managed-sandbox-only redirect. **Expected behavior** The Test lane checks the resolved credential and hello probe for every Claude ACP target. The shared adapter Test route rejects a foreign environment before it reveals environment details or starts a lease, for any adapter type. The Test's environment resolution (UI and server) matches the real run's three-tier resolution, including the managed-sandbox-only redirect. **Steps to reproduce** 1. Run the Claude ACP Test lane against a local target without a valid credential. 2. Run the adapter Test route with an environment id from another company (any adapter type). 3. Observe the pass result on step 1, or the missing tenant-binding rejection on step 2. **Paperclip version or commit** `933749e01f74e82ce5d315c071be534d04e01158` **Deployment mode** Local dev (`pnpm dev`) and server route tests. **Agent adapter(s) involved** Claude Code directly (the ACP auth-verification work). The tenant-binding guard, managed-sandbox-only redirect, and UI three-tier resolution apply to the shared adapter Test route and affect every local-driver adapter (Codex, Gemini, OpenCode, Pi, Cursor, etc.), not only Claude — see "What Changed" below for the split between Claude-only and shared changes. **Database mode** Not database-related. **Access context** Both board and agent paths use the affected Test surface, for every local-driver adapter. **Additional context** Two commits that were previously bundled into this PR — a `plugin-worker-manager` duplex-channel frame-bound fix and a `workspace-runtime` exit-persist crash fix — are unrelated to the adapter Test lane and have been split out into their own PRs: #11860 and #11861. ## What Changed Claude-only (`packages/adapters/claude-local`): - Verify `CLAUDE_CODE_OAUTH_TOKEN` and run the hello probe for every Claude ACP target. - Keep `adapter_auth_missing` sandbox-only and report missing non-sandbox credentials as a warning. - Add a deny-by-default probe environment builder for the ACP and CLI local probes. - Log only fixed probe context and allowlisted classifications. - Seed the host OAuth token into the hello probe environment. Shared, cross-adapter (`server/src/routes/agents.ts`, `ui/src/lib/adapter-test-environment.ts`, `ui/src/components/AgentConfigForm.tsx`, `ui/src/components/OnboardingWizard.tsx`): - Add a company-binding guard and a binding assertion for the generic `/companies/:companyId/adapters/:type/test-environment` route, so a foreign-company environment id is rejected before any secret resolution or sandbox lease, for every adapter type. - Resolve all three server environment tiers (agent default, instance default, local default) in the UI, and add the managed-sandbox-only redirect so the Test probes the same target a real run would use. - Enforce onboarding Test results: block hire on a failed environment test. - Add regression tests for authentication, tenant binding, probe safety, diagnostics, and UI resolution. ## Verification - Adapter suites pass for the Claude local server probe, remote, ACP, auth, probe environment, and config paths. - Server route tests pass, including the five tenant-binding cases. - UI adapter Test environment resolver tests pass for all three resolution tiers. - Adapter package `tsc --noEmit` exits 0. - Full CI must pass on this pull request. ## Risks The probe environment now denies caller variables by default. A required variable that is not on the allowlist could stop a probe from starting. The route now rejects foreign environment ids with a fixed 403 response. The managed-sandbox-only redirect changes where the Test (and the login affordance) probes for every local-driver adapter under that policy, not only Claude — operators running other local adapters under managed-sandbox-only will see their Test target move from local to the managed sandbox, matching what real runs already do. The change limits secret and diagnostic exposure. ## Model Used Original implementation: OpenAI Codex, GPT-5; exact context window not exposed in that run; tool use and code execution. This revision (commit split and title/description correction): Claude, Sonnet 5 (claude-sonnet-5). The original title and description described this PR as Claude-only; review found it also changes the shared adapter Test route and UI resolution used by every local-driver adapter, and carried two unrelated server fixes. Claude split those two commits into #11860 and #11861 via `git rebase --onto` (verified byte-identical to the original tree minus those commits) and rewrote this description to reflect the actual scope. No functional code in this PR was authored by Claude. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-21 11:30:49 -07:00
scotttongandClaude Fable 5	a7e689b3c3	feat(ui): rename "Agent mode" to "Auto mode" and show full work-mode labels (#11866) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The task composer and the New Task dialog show a work-mode chip (how the agent will run a task) > - The default mode was labeled "Agent mode", and the New Task dialog chip abbreviated every mode to one word ("Auto", "Plan", "Ask") > - "Agent mode" is confusing because every mode runs an agent, and the abbreviated chip hid what the label means > - This pull request renames the mode to "Auto mode" and makes every mode chip show the full label > - The benefit is a clearer, consistent mode name in every place the user selects a work mode ## Linked Issues or Issue Description No public GitHub issue exists for this change. Description follows the enhancement template: **What existing behavior does this improve?** The work-mode selector chips in the task composer and in the New Task dialog. **Subsystem affected** UI (`ui/src/lib/work-mode-meta.ts`, `ui/src/components/NewIssueDialog.tsx`). **Current behavior** The default work mode is labeled "Agent mode". The New Task dialog chip shows a shortened label ("Auto", "Plan", "Ask") from a separate `shortLabel` field. **Proposed behavior** The default work mode is labeled "Auto mode". Every chip shows the full label ("Auto mode", "Plan mode", "Ask mode"). The `shortLabel` field is removed so no surface can fall back to the short form. **Reason and benefit** "Agent mode" does not describe the behavior — all modes use an agent. "Auto mode" states what the mode does. One label field keeps every surface consistent. **Breaking changes** None. This is a display-string change only. No API, storage, or mode-key changes. ## What Changed - Renamed the `standard` work-mode label from "Agent mode" to "Auto mode" in `ui/src/lib/work-mode-meta.ts`, the single source for all mode chips. - Changed the New Task dialog mode chip to render the full `label` instead of `shortLabel`. - Deleted the `shortLabel` field from `WorkModeMeta` so nothing can silently regress to the short form. - Updated unit tests and fixtures to pin the full labels. ## Verification - Run `pnpm --filter @paperclipai/ui test -- src/lib/work-mode-meta.test.ts src/components/NewIssueDialog.test.tsx src/components/IssueChatThread.test.tsx src/components/task-chat/TaskChatComposer.test.tsx`. All tests pass. The tests assert the labels are exactly "Auto mode", "Plan mode", and "Ask mode". - Manual: start the dev server, open the board, press `c` to open the New Task dialog, and press Cmd+Period to cycle modes. The chip reads "Auto mode", "Plan mode", then "Ask mode". The composer chip on an open task shows the same labels. ## Risks - Low risk. Display strings only. The chip is a few pixels wider in the New Task dialog; no layout overflow was observed in any of the three modes. ## Model Used - Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended thinking with tool use, run inside a Claude Code agent session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-21 10:28:55 -07:00
Devin Foley	db4defdfbf	feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The instance settings surface (Access, Plugins, Adapters, General, Experimental) assumes the person at the keyboard operates the whole instance > - Operators who host Paperclip for others — a managed cloud or an internal shared server — expose settings pages and toggles that do not apply to their deployment, and the related mutation APIs stay open > - A hosted tenant can open Plugins or Adapters, try an action, and hit a confusing failure, because only a few hardcoded platform floors exist > - This pull request adds a generic, operator-configured visibility mechanism: one env var hides declared settings surfaces in the UI and floors their mutation routes with a stable 403 code > - The benefit is a clean hosted-tenant settings surface for any operator, with zero behavior change for normal self-hosted instances ## Linked Issues or Issue Description **Subsystem affected** Instance settings (server routes and UI), the shared settings registry in `packages/shared`, and the `/api/health` bootstrap payload. **Problem or motivation** An operator who hosts Paperclip for other people cannot hide settings surfaces that the platform manages. Tenants see Access, Plugins, and Adapters pages, backup retention, and host-level experimental toggles that do nothing useful for them. The mutation APIs behind these surfaces also stay open, so a tenant admin can attempt actions the platform must control. ROADMAP.md names a cleaner shared deployment story as a goal ("Teams should be able to run the same product in hosted or semi-hosted environments without changing the mental model"). **Proposed solution** Add a declarative registry of hideable settings surfaces and one env var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot, reports it on `/api/health`, and rejects value-changing writes to hidden surfaces with a stable `settings_operator_managed` 403 code. The UI reads the list from the health payload and removes the hidden pages, sections, and toggles from navigation, routes, and page content. Unknown keys warn and are ignored, so one list can roll across a fleet with mixed app versions. With the variable unset, behavior is byte-identical to today. **Alternatives considered** - Hardcode the hidden set for cloud instances in this repo: rejected, because each hosting operator needs a different policy, and policy does not belong in shared code. - Deliver the hidden set through the managed-config document: rejected, because that channel is cloud-specific and fail-closed on unknown fields; a plain env var works for any operator, including self-hosted shared servers. - Lock the controls with a badge instead of hiding them: rejected for these surfaces, because they are meaningless to tenants, not merely platform-controlled; the existing managed-overlay lock stays the right tool for controlled flags. **Roadmap alignment** Supports the "shared deployment story" item in ROADMAP.md: hosted and semi-hosted deployments keep the same product with a settings surface that matches what the tenant can actually do. ## What Changed - New `packages/shared/src/settings-visibility.ts`: registry of hideable surfaces (every instance settings page — profile, environments, access, heartbeats, experimental, plugins, adapters; every Instance → General section; every experimental flag as `instance.experimental.<key>`), the `PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed` error code. The General page stays visible as the settings root and redirect target. - New `server/src/services/settings-visibility.ts`: parse-once accessor; unknown keys log one warning and are ignored. - `/api/health` reports `hiddenSettings` on every response shape; the field is omitted when nothing is hidden. - Server floors on hidden surfaces, with same-value echo tolerance (the `executionMode` precedent): field-backed general sections and experimental keys reject value-changing PATCHes, and hiding the whole Experimental page floors every toggle; plugin lifecycle and config writes, adapter management writes, and the Access admin routes (reads included) return 403 `settings_operator_managed`. Reads the app itself needs (plugin `ui-contributions`, adapter metadata, plugin job trigger) stay open. Pages without instance-scoped mutation routes are hidden in the UI only. - UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route gate (hidden pages redirect to the settings root); the settings sidebar and tab bar drop hidden entries; remembered settings paths remap to the default page; `InstanceGeneralSettings` skips hidden sections; every `ExperimentalToggleCard` now carries its flag key and renders nothing when hidden. - Removed the dead `InstanceSidebar` component (referenced only by its own test). - Docs: `docs/deploy/environment-variables.md` documents the variable and the key registry. ## Verification - `pnpm vitest run` over the new and extended suites: shared registry and parser, representative floor tests per route class (changed-value 403, same-value echo 200, unset env 200, page-level Experimental hiding), the health field, the route gate, nav filtering, and section/card hiding with one hidden example per surface kind — 168 tests pass. - Full root `pnpm typecheck` passes. - Manual: booted a server with the variable set. `/api/health` lists the keys; an unknown key logs one warning and the server boots; hidden pages redirect; hidden sections and cards do not render; hidden-field PATCH returns 403 with `details.code = "settings_operator_managed"`; a same-value echo returns 200. Unset the variable: the full settings surface returns and responses are byte-identical to master. ## Risks - Low risk for self-hosted instances: with the variable unset, the hidden set is empty, the health field is omitted, and no floor activates. - Flooring plugin config writes assumes hosted deployments configure plugins through the platform. If a future bundled plugin needs tenant-entered config, the floor needs a narrow carve-out. - Hidden-key floors tolerate same-value echoes, so API clients that round-trip full GET responses keep working. - Hiding a toggle does not change its value; operators pair hiding with the desired default where the value matters. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and agentic tool use, driven through the Claude Code CLI (file edits, test execution, and live-server verification loops). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-20 17:54:44 -07:00
Michael Nguyen	0fa318b8da	feat(artifacts): bridge Markdown work products into the document review surface (#11822)	2026-08-20 17:28:01 -07:00
3 people	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>	2026-08-20 17:09:42 -05:00
Devin FoleyandHawik	1d0e826767	feat(acpx/ui): adapter-declared capabilities for verbose streaming backends (no behavior change by default) (#11761) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Local agent adapters stream their work through the shared acpx engine, which every ACP adapter (`claude_local`, `codex_local`, `gemini_local`, custom ACP) runs on > - Verbose streaming backends break two shared-engine behaviors: the auto-posted run summary concatenates every text delta including the thought stream (a long multi-tool run once auto-posted a ~50k character monologue as an issue comment), and token-by-token tool-argument streaming floods the run log with tens of thousands of placeholder-titled in-progress events per run > - These fixes were developed inside the `kimi_local` adapter PR, where Kimi Code's streaming volume (~16,000 text deltas per run vs ~290 for a comparable Claude run) surfaced both problems > - Changing this behavior for all adapters at once is a fleet-wide risk, and hardcoding adapter identities in shared code does not scale to many adapters (or work at all for externally-shipped plugin adapters) — so the behaviors become invocation-config parameters that an adapter's own acpx config builder sets, with defaults preserving today's behavior byte-for-byte > - The benefit is that the machinery lands fully tested with zero behavior change for existing adapters — pin tests prove it — the engine carries no adapter identities, and any adapter (including `custom_acp` configs for external backends) opts in declaratively ## Linked Issues or Issue Description - Refs #9967 — extracted from the `kimi_local` adapter PR and restructured to be inert by default; the commit preserves the original author's (@hawikk) authorship. **Current behavior** When an acpx-engine run ends without the agent leaving a comment, the auto-posted summary is every streamed text delta concatenated, thought stream included. Backends that stream tool arguments emit tens of thousands of placeholder-titled `in_progress` tool events into the stored run log, pinning the live activity indicator to a generic "tool call". There is no mechanism for an adapter to vary either behavior, and shared code must never branch on adapter identities. **Proposed behavior** Two engine invocation-config parameters, read with behavior-preserving defaults: `summaryStrategy` (`"full"` = existing concatenation, the default; `"lastOutputSegment"` = segment output at tool starts, exclude thought stream, post the last non-empty segment) and `coalescePlaceholderToolUpdates` (`false` = never drop an event, the default; `true` = coalesce placeholder-titled in-progress updates). An adapter opts in from its own acpx config builder — the engine has no per-adapter knowledge, no adapter identity appears anywhere in shared code, and `custom_acp` agent configs can set the same knobs for external verbose backends. **Reason and benefit** Existing adapters are provably unaffected — new pin tests assert the default path's summary and tool-event output byte-for-byte, so any future change that alters behavior for claude/codex/gemini/custom fails the suite. The verbose-backend handling still lands fully tested, activated declaratively by the adapter that needs it (the `kimi_local` adapter PR sets both knobs in its config builder). ## What Changed - `packages/adapter-utils/src/acpx-engine/execute.ts`: the run preparation parses `summaryStrategy` and `coalescePlaceholderToolUpdates` from the invocation config (validated, defaulted); summary accumulation and `emitRuntimeEvent` branch on the prepared values. The default path is the pre-existing code (`textParts.join("")`, no event filtering). `buildAcpxRunSummary` is the exported last-segment strategy. - `packages/adapter-utils/src/acpx-engine/execute.test.ts`: a pin test asserting the default path's exact summary (thought stream included) and full tool-event stream (placeholder-titled in-progress updates present, names restored); opt-in tests for each knob; a `buildAcpxRunSummary` unit test. - `ui/src/adapters/types.ts`: `UIAdapterModule` gains an optional `transcriptPresentation` capability — `maxVisibleEntries` (issue-chat transcript window, default 30) and `liveReasoningView` (`"ticker"` default; `"scrollLog"` renders live reasoning in a scrollable auto-following box with one entry per tool call). - `ui/src/lib/issue-chat-messages.ts` and `ui/src/components/IssueChatThread.tsx`: shared code resolves the hints via `findUIAdapter(adapterType)` with today's defaults as fallback — no adapter identities anywhere. The `scrollLog` rendering component ships here but is unreachable until an adapter declares it. - `ui/src/lib/issue-chat-messages.test.ts`: a capability test registers a synthetic verbose adapter and asserts the wider window; the pre-existing test keeps pinning the default 30-entry window. No adapter declares any of this in this PR — every adapter renders and summarizes exactly as before, and there is no per-adapter data anywhere. The `kimi_local` adapter PR (#9967, stacked on this branch) is the first consumer: it declares `transcriptPresentation` in its own UI module and sets the engine knobs in its own acpx config builder. ## Verification - Engine suite: 130/130 pass (126 existing + 4 new); chat suites (`issue-chat-messages`, `IssueChatThread`, `RunChatSurface`): all pass including the new synthetic-adapter capability test — 237 tests across the touched surfaces - The pin tests are the regression guard: the engine test encodes today's summary text and tool-event sequence for a default-config run, and the existing 30-entry-window test pins the default transcript window, so "nothing changed for Claude/Codex users" is an executable assertion, not a review judgment - `pnpm --filter @paperclipai/adapter-utils --filter @paperclipai/ui typecheck`: clean ## Risks - Low: with no adapter setting the knobs, every code path taken in production is the existing one. The only behavioral surface is additive (an unused strategy and an unused filter), exercised by tests. - The knobs are ordinary invocation-config keys, so a `custom_acp` agent config can also set them — intended: an external verbose backend gets the same handling without code changes. Both knobs only affect that agent's own run summaries and run-log verbosity. ## Model Used - Original implementation authored in #9967 by @hawikk (models documented there: Moonshot AI Kimi K3 Coding via Kimi Code CLI 0.27.0, OpenAI GPT-5 Codex, Anthropic Claude Opus 4.8). The commit preserves that authorship. - Extraction, restructuring into config-declared parameters, pin tests, and verification: Anthropic, **Claude Fable 5** (`claude-fable-5`) via Claude Code, with repository, shell, and Git tooling. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Hawik <davapa@gmail.com>	2026-08-20 10:37:58 -07:00
DottaandPaperclip	e826188e82	refactor(settings): unify settings and speed up exports (#11789) ... ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Operators use the settings area to control a company and its Paperclip instance. > - The current navigation separates related settings and uses duplicate instance pages. > - Company exports also do independent reads in sequence and do extra work for previews. > - Hardened workspace commands can differ from their saved command after loopback binding. > - This pull request makes these related operator workflows consistent and faster. > - The benefit is one clear settings area, faster exports, and stable runtime command matching. ## Linked Issues or Issue Description Refs #338 Related: #9834 **What existing behavior does this improve?** This improves the company settings UI, company export preparation, and workspace runtime command matching. **Current behavior** Company and instance settings use separate navigation and duplicate pages. Export preparation reads many independent records in sequence. Preview generation can also build an unused organization image. A command with a forced loopback bind can fail to match its saved runtime command. **Proposed behavior** Use one settings navigation and put general instance controls on the company General page. Load independent export data with bounded concurrency, skip unused preview image work, and load the export page only when it is needed. Treat the loopback-bound form of a command as the same runtime command. **Reason and benefit** Operators get one clear settings area. Large company exports need fewer serialized reads. Export previews and initial UI loads do less work. Hardened runtime services remain linked to their saved command definitions. **Breaking changes** The obsolete instance General URL redirects to the unified settings page. Access and Heartbeats remain available, and legacy bookmarks keep their destinations. No API response shape or database schema changes. ## What Changed - Unified company and instance settings navigation and removed duplicate instance settings pages. - Embedded general instance controls in the company General page and kept access-sensitive navigation behavior. - Preserved instance Access and Heartbeats controls in the unified navigation and normalized old bookmarks to those destinations. - Improved environment and access-state handling when workspace seed requests overlap. - Added bounded export reads, a lighter preview path, deferred export preparation, and lazy export-page loading. - Matched loopback-bound runtime commands to their saved command definitions. - Added focused shared, server, and UI regression tests. ## Verification - `pnpm exec vitest run <18 changed test files>`: 18 files and 256 tests passed. - `pnpm check:token-gates`: passed all four token gates. - `pnpm -r typecheck`: passed for all workspace projects. - `pnpm build`: passed for all workspace projects. - `pnpm test:run`: tests ran without a reported failure, but the runner did not close after the server handoff tests. The process closed with status 0 after an interrupt. - Focused latest-head route tests: 2 files and 4 tests passed. - GitHub latest-head checks: all completed without failure. - Greptile: 5/5 with no unresolved review threads. ## Risks - Medium risk: settings routes and navigation changed across several operator roles. - Medium risk: bounded export concurrency increases simultaneous database reads. The limits stay below the normal pool size. - Low risk: runtime command matching accepts only the known Tailscale HTTPS loopback transformation. - No migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with a GPT-5-family coding model. The runtime does not expose the exact deployed model ID or context-window size. Reasoning, tool use, and local code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details Exception: This task requires the existing execution branch. The harness does not permit a branch rename. - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-20 12:15:16 -05:00
DottaandPaperclip	e1df4c6068	fix(workspaces): keep deferred seed databases reliable (#11706) ... ## Thinking Path > - Paperclip manages agent work in isolated execution workspaces. > - A workspace depends on a valid database seed before it can run. > - Deferred seed failures were hidden behind a successful provision status. > - The seed restore also had two possible owners for the embedded PostgreSQL process. > - That allowed the target database to stop while the restore was still running. > - This pull request makes seed failures visible and gives the seed process sole lifecycle ownership. > - The benefit is that workspace provisioning reports the real result and does not stop its own target database. ## Linked Issues or Issue Description Related: #11684 **What happened?** Initial worktree provisioning could report success before its deferred database seed completed. The seed restore could also reuse a target embedded PostgreSQL process with another shutdown owner. This could stop the target database during the restore. **Expected behavior** Workspace status must show a failed deferred seed as a failure. The seed restore must own the target embedded PostgreSQL process until restore, migration, and validation finish. **Steps to reproduce** 1. Provision a worktree with deferred database seeding. 2. Make the seed manifest end in a failed state while the command exits with code 0. 3. Observe that the provision status remains successful on `master`. 4. Start a seed restore against an already-running target embedded PostgreSQL process. 5. Observe that another lifecycle owner can stop the target during restore. **Paperclip version or commit** `51a843e135` **Deployment mode** Local dev with execution workspaces and embedded PostgreSQL. ## What Changed - Add a first-class `workspace_seed` operation for deferred database seeds. - Require terminal, verified seed evidence before the seed operation succeeds. - Surface the seed phase and failure metadata in workspace status and UI state. - Give the seed process exclusive lifecycle ownership of the target embedded PostgreSQL process. - Suppress imported embedded-Postgres exit hooks without removing existing host listeners. - Record a credential-safe shutdown diagnostic in failed seed manifests. ## Verification - The original deferred-seed commit passed 4 server tests, 24 workspace-status UI tests, shared/server/UI typechecks, and the UI token gate. - The original PostgreSQL-lifecycle commit passed 3 lifecycle tests, 3 ownership/diagnostic tests, 1 real embedded-Postgres seed integration, and the affected package typechecks. - No local tests were rerun after the clean cherry-pick because the operator requested the shortest landing path. - Review the automatic PR checks for the clean `origin/master` replay. ## Risks - A live target database now causes an early error instead of being reused. The error includes recovery guidance. - Workspace consumers must handle the new `workspace_seed` operation type. Shared types and UI state handling are updated in 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 — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5, high-reasoning mode, with repository, shell, and GitHub tool use. The runtime does not expose a more specific deployment suffix or 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-19 10:41:29 -05:00
DottaandPaperclip	a2bf936f9a	feat(workspaces): sign the workspace login handoff and gate readiness (#11671) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Managed worktree services run isolated Paperclip instances with cloned databases. > - A reachable service was reported as ready even when its database, runtime identity, or login path was not usable. > - The first candidate added verified database seeding and managed repair in #11665. > - This pull request consolidates that candidate with signed login handoff and a complete readiness contract. > - Post-QA fixes close five defects in repair identity, repair responses, UI retry, seed journal handling, and seed-source trust. > - The benefit is a workspace that either opens safely or reports one accurate recovery action. ## Linked Issues or Issue Description No public GitHub issue exists for this work, so the problem is described here. **What happened** Managed workspace URLs could return HTTP 200 and report ready while login failed. QA also found cases where repair used the wrong instance identity, returned a generic error, left the UI stuck, rejected a safe journal lag, or trusted a mutable workspace manifest. **Expected behavior** Opening a ready workspace signs the board user in to the correct isolated instance. Provisioning and repair use a registered source and report a structured recovery state. **Actual behavior** Entry depended on a password copied into the clone. Several failure paths could publish stale readiness, hide the repair precondition, or trust state that the workspace could modify. **Additional context** This pull request includes the commits first published in #11665. That pull request keeps the original base head for review history. This consolidated pull request is the merge candidate. Related open readiness work includes #11575 and #11621. ## What Changed - Adds a short-lived, signed, single-use login ticket. It binds the user, workspace, instance, and runtime origin. - Exchanges the ticket through Better Auth. It creates the session and cookie through the supported adapter path. - Adds protected workspace readiness fields for the database, clone data, login handoff, seed phase, and runtime identity. - Fails readiness closed when the guest has no company or execution-workspace binding. - Binds ticket issuance to the exact cloned user and active company membership selected for the handoff. - Verifies every current active board identity through the exact-user handoff before publication or reuse. - Gates managed runtime publication on the readiness contract and the recorded worktree instance identity. - Refreshes runtime work products from the live runtime row after a port change. - Adds one workspace access card with ready, degraded, repairing, and failed states. - Uses the runtime response identity for repair. It returns structured repair precondition errors. - Lets a valid source journal lag converge during provisioning. - Binds seed and repair manifests to a source registered outside the agent-writable worktree. - Clears recovered UI errors so a successful retry can open the workspace. - Makes runtime tests register canonical sources and avoid ports owned by live host listeners. - Keeps Vitest on source suites when compiled `dist` trees exist. - Isolates CLI and adapter tests from ambient AWS and runtime API environment variables. - Preserves a 404 response for cross-company workspace ID lookups before runtime authorization. - Makes concurrent single-flight coverage independent of path-canonicalization scheduling order. ## Verification The following checks passed on the integrated head: ```sh pnpm -r typecheck pnpm build pnpm check:token-gates pnpm --filter @paperclipai/db check:migrations ``` - The server source lane passed 420 files and 4,953 tests. Five tests were skipped. - The CLI lane passed 57 files and 385 tests. - The database lane passed 26 files and 97 tests. - The shared package passed 58 files and 506 tests. - The adapter utility lane passed 640 tests. Four tests were skipped. - The Claude adapter passed 220 tests. One test was skipped. - The Codex adapter passed 323 tests. - The OpenClaw adapter passed 13 tests. - The OpenCode adapter passed 42 tests. - The plugin SDK passed 45 tests. - The workspace runtime suite passed 124 tests. - The caller-scoped readiness and handoff suite passed 52 tests. - The workspace provisioning shell suite passed 7 tests. - The runtime exposure suite passed 17 tests while live host mappings occupied fixed test ports. - `git diff --check` passed and the worktree is clean. The serialized route lane will run in GitHub CI with its normal shards. No deployment or active-workspace migration was performed. ## Risks - This is a medium-risk authentication and runtime-readiness change. - The login ticket uses exact origin, workspace, instance, and user binding. It has a short expiry and a one-time nonce. - Runtime publication is stricter. A real readiness, identity, per-user handoff, or control-plane database disagreement now blocks publication. - This pull request supersedes #11665 as the merge candidate. Close #11665 after this pull request merges. - No new database migration is included. The lockfile and workflow files are unchanged. - Deployment and active-workspace migration are intentionally outside 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 — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used Claude Opus 5 (`claude-opus-5[1m]`), 1M context, extended thinking, tool use, and code execution produced the main candidate. OpenAI GPT-5 (`gpt-5`) through Codex, with agentic reasoning, tool use, and code execution, integrated the post-QA fixes and hardened the test gates. The Codex 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>	2026-08-19 02:37:02 -05:00