Commit Graph
100 Commits
Author SHA1 Message Date
Devin Foley bfb4ceabbb perf(release): wait for npm registry visibility of all packages concurrently (#13495)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release system publishes ~33 public npm packages per release
across the canary, nightly, beta, and stable channels
> - `scripts/release.sh` publishes them strictly sequentially: publish
one package, poll npm until that version is registry-visible, then start
the next
> - npm accepts a publish in seconds, but registry packument propagation
can lag minutes per package (the CI budget was raised to 30 minutes per
package after two aborted releases), so the total publish time is the
sum of every package's lag — about two hours on a bad npm day, paid by
every channel run including every canary on every master push
> - This pull request keeps the publishes sequential but runs all the
registry visibility polls concurrently once every publish is accepted
> - The benefit is that the wall-clock cost of npm propagation drops
from the sum of all packages' lag to the single slowest package's lag,
with every existing safety property preserved

## Linked Issues or Issue Description

No existing issue. Description follows the enhancement template:

**What existing behavior does this improve?**
The npm publish step of `scripts/release.sh` (Step 5), used by every
release channel.

**Subsystem affected**
Release tooling (`scripts/release.sh`, `scripts/release-lib.sh`).

**Current behavior**
Packages publish one at a time, and after each publish the script polls
npm until that package's version is visible in the registry packument
before publishing the next. With per-package propagation lag of minutes
(observed up to ~15 minutes; per-package CI budget is 30 minutes), the
full 33-package set takes up to ~2 hours of mostly idle waiting.

**Proposed behavior**
Phase 1 publishes every package sequentially exactly as today (a
rejected publish still aborts the batch immediately with exact
attribution). Phase 2 then polls registry visibility for all packages
concurrently. Each package keeps its own `NPM_PUBLISH_VERIFY_ATTEMPTS` ×
`NPM_PUBLISH_VERIFY_DELAY_SECONDS` budget, and any version that never
becomes visible still hard-fails the release, now naming every
straggler.

**Reason and benefit**
Total publish wait becomes the slowest single package's lag instead of
the sum of all lags — typically minutes instead of hours. This shortens
every canary, nightly, beta, and stable run and reduces exposure to job
timeouts during npm slowdowns.

**Breaking changes**
None. Dry-run output is byte-identical in structure, dist-tags are still
applied at publish time (`--tag`), the Sigstore TLOG duplicate-recovery
path is untouched, and the later dist-tag integrity check
(`wait_for_release_registry_state`) is unchanged.

## What Changed

- `scripts/release-lib.sh`: replaced `publish_package_to_npm_and_wait`
with `wait_for_npm_package_versions`, which takes the package tuple list
and polls every package's visibility in background subshells, each
reusing the existing `wait_for_npm_package_version` poll (same
per-package budget), then reports per-package success or fails naming
all stragglers
- `scripts/release.sh` Step 5: the publish loop calls
`publish_package_to_npm` only (sequential, fail-fast on a rejected
publish), followed by one call to `wait_for_npm_package_versions` for
the whole set; Step 6's recap line updated to match
- `scripts/release-lib.test.mjs`: the registry-visibility and
workflow-budget tests now drive the new function (same assertions on
`npm view` counts, virtual sleeps, and the fail-closed message, which
now names the straggler); a new cross-visibility test proves concurrency
— two fake packages that each become visible only after the other has
been polled can only converge when polled in parallel, so the test fails
if the waits ever serialize again

Safety analysis for the ordering change: nothing in the publish loop
resolves sibling packages from the registry.
`prepare-bundled-package.mjs` bundles and patches from the local
workspace tree, and the TLOG duplicate-recovery path only queries the
package it just published. The only consumer of the "visible before next
publish" invariant was the release script's own final verification,
which still runs against the full set.

## Verification

- `node --test scripts/release-lib.test.mjs` — 15 tests pass, including
the new concurrency proof and the existing 15-minute-20-second budget
tolerance test against the new function
- `npm run test:release-registry` — full lane, 140 tests pass
- `bash -n` on both scripts; `shellcheck` reports no findings beyond the
three pre-existing ones on master (verified by comparing counts against
`origin/master` copies)
- A real-release exercise happens on the next master push: every canary
run executes this exact path

## Risks

- Low. The failure mode most worth watching is a release where some
packages become visible and others never do: previously the run stopped
at the first invisible package with later packages unpublished; now all
packages are accepted before visibility is enforced, and the run fails
naming every straggler. Recovery is identical in both worlds (the next
attempt derives a new version number), and the accepted-but-lagging
packages carry the correct dist-tag either way.
- Publish jobs run the source commit's copy of `release.sh`, so this
change takes effect for a given channel only once its source commit
includes this merge — promoted nightlies/betas cut from older commits
keep the old sequential behavior until their trains catch up.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking with tool use
(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
2026-09-15 16:09:51 -07:00
Devin FoleyandPaperclip 544c3476a8 feat(server): wrap a bare Cloud UI snippet body in a <script> element (#13496)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A Cloud-managed instance injects an operator-owned HTML snippet
before `</body>` through `injectCloudUiSnippet`.
> - The Cloud control plane delivers that snippet to each instance as an
environment variable through a provider API.
> - The provider edge firewall now base64-decodes the request payload
and blocks any value whose decoded form contains a `<script` marker.
> - A working snippet needs a script tag, so every delivery is now
blocked and the operator cannot ship the snippet at all.
> - This pull request treats a resolved value that does not start with
`<` as a bare script body and wraps it in a `<script>` element at
injection time.
> - The benefit is that the operator can deliver a tag-free body that
the firewall passes, and the instance restores the script element on the
page.

## Linked Issues or Issue Description

No public issue exists. The problem is described below.

Related PRs (searched the PR list; none duplicate this change):
- Refs #13168 — added `injectCloudUiSnippet`, the mechanism this
extends.
- Refs #13245 — added the base64 `_B64` path on the assumption that
base64 clears provider WAFs. That assumption no longer holds; this PR is
the successor.
- Refs #13441 — the in-product feedback approach that the Cloud-owned
snippet replaced (closed).

**What happened?**

`injectCloudUiSnippet` injects `PAPERCLIP_CLOUD_UI_SNIPPET` (or the
base64 `_B64` form) verbatim before `</body>`. A working value must
therefore contain a `<script>` tag. The Cloud control plane delivers
this value as an environment variable through a provider API that sits
behind an edge firewall. The firewall now base64-decodes the payload and
rejects any value whose decoded form contains `<script`. The delivery
request fails, so the snippet cannot reach the instance.

**Expected behavior**

The operator can deliver the snippet through the provider API, and the
instance runs it.

**Steps to reproduce**

1. Build a snippet that contains a `<script>` element.
2. Deliver it to a Cloud instance through the provider variable API, in
plain or base64 form.
3. The firewall rejects the request. The instance never receives the
snippet.

## What Changed

- `injectCloudUiSnippet` now wraps a resolved value that does not start
with `<` in a `<script>...</script>` element. A value that already looks
like markup is injected byte-for-byte, so existing full-`<script>`
snippets are unchanged.
- Added two unit tests: one for the wrap path (plain and base64), one
that confirms `$&`-style replacement tokens in the body survive the
wrap.

## Verification

- `pnpm exec vitest run src/__tests__/cloud-ui-snippet.test.ts` — 17
pass.
- `pnpm exec vitest run src/__tests__/static-index-html.test.ts` — 2
pass.
- Confirmed the changed file has no type errors. The full `pnpm run
typecheck` needs the Rust runner toolchain (`cargo`), which is absent on
this machine; CI runs it in full.
- Verified out of band that a tag-free body clears the provider firewall
and wraps into valid, executable standalone JavaScript with no premature
`</script>` close.

## Risks

Low risk. The change adds a branch that only affects values that do not
start with `<` — previously injected as inert text, never as a running
script. Values that start with `<` keep their exact bytes. The content
is trusted operator HTML, consistent with the existing contract. Roll
back by reverting this commit.

## Model Used

Claude — `claude-fable-5` (Fable 5), extended thinking, with tool use
and code execution in Claude Code. A human author reviewed and verified
the change before submission.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-15 15:09:19 -07:00
Devin Foleyandgithub-actions[bot] 081006bee4 docs(release): curate stable notes for v2026.915.0 (#13487)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release system publishes canary, nightly, beta, and stable
channels; a stable promotion publishes its release notes as the GitHub
Release body
> - At beta publish time the workflow auto-drafts a raw commit-log
skeleton on this branch (`releases/beta/v2026.915.0-beta.0.md`) for
humans to edit
> - The skeleton is a 1,800-line commit dump; stable `v2026.915.0`
cannot ship user-facing notes in that form
> - This pull request replaces the skeleton with the curated changelog
for the `v2026.915.0` promotion: overview, breaking changes, highlights,
fixes, upgrade guide, and contributor credits for the 483-commit range
since `v2026.831.1`
> - The benefit is that the stable promotion reads finished, accurate
notes from master and publishes them as the release body

## Linked Issues or Issue Description

Refs #13403, #13247, #13248, #13268, #13256, #13038, #13299 — the
headline features this changelog describes.

The notes-drafting flow itself (skeleton branch at beta publish, stable
promotion reading the file from master, post-ship canonicalization) is
the standing release process; this PR is the curation step it expects.

## What Changed

- Replaced the auto-drafted skeleton in
`releases/beta/v2026.915.0-beta.0.md` with the curated release notes for
stable `v2026.915.0` (promoted from beta `2026.915.0-beta.0`, source
`667c79ded`)
- Sections: overview, Breaking Changes (5), Highlights (Connections
train leads), Improvements, Fixes, Upgrade Guide (migrations
`0231`–`0279`, new env vars, removed API surface), Contributors

## Verification

- Every PR link and claim was checked against the actual commit range
`dbf052577..667c79ded` (the same range the skeleton header names)
- Migration list enumerated from `git log --diff-filter=A` over that
range; only `0231` and `0236` discard data, called out as such
- New environment variables verified in code (`server/src/config.ts`):
announcement flags (default on), split Sentry DSNs with legacy fallback,
token-broker allowed hosts, cwd `.env` opt-out
- Contributor list built from commit authors plus co-author trailers;
core maintainers excluded per release-notes convention
- Docs-only change: no code paths, no tests to add

## Risks

- Low risk: documentation only. The stable promotion reads this file
from master at dispatch time; if wording needs a follow-up after merge,
the promotion pins the master revision it resolved, so edits must land
before the stable dispatch
- The file is renamed to `releases/v2026.915.0.md` by the post-ship
canonicalization step, as with previous promotions

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking with tool use
(Claude Code). The commit-range analysis and draft were produced by a
subagent on the same model and human-review-style checked against the
range before commit.

## 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: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2026-09-15 11:31:44 -07:00
Devin FoleyandPaperclip 4cc387f907 fix(ci): remove npm propagation from cloud readiness (#13456)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud needs a verified image and matching database
migrator before it can deploy a merge.
> - New npm package versions can take minutes to become downloadable
after the package build finishes.
> - The direct producer now publishes signed archives and a complete
dependency lockfile for each master commit.
> - This pull request makes readiness verify those artifacts and removes
the duplicate automatic npm migrator run.
> - Deployment still requires all source checks, exact image identity,
migration compatibility, and pinned dependencies.

## Linked Issues or Issue Description

Refs: #13455, #13454, #13192

**What existing behavior does this improve?**
The time from a master merge to the `Cloud deployable v1` signal.

**Current behavior**
Readiness polls npm metadata for the new DB and shared versions. An
automatic dispatcher also starts a separate npm-only migrator workflow.
A measured source built its packages at 06:22:41 UTC on 2026-09-15, but
both npm archives were not downloadable until 06:31:56 UTC.

**Proposed behavior**
Wait for the successful exact-source direct producer, verify its signed
manifest and all pinned downloads, and publish readiness only after the
existing source and image jobs pass. Keep manual npm migrators and
branch previews available.

**Reason and benefit**
Remove new-version npm propagation from merge-to-deployable time. The
gain depends on whether image building or source verification finishes
later; it is not a fixed subtraction from every run.

## What Changed

- Require a successful producer from the canonical repository, exact
commit, master ref, expected workflow, and approved event.
- Verify the manifest's GitHub attestation with the hosted GitHub CLI.
Enforce the exact source SHA, master workflow identity, and hosted
runner.
- Download and validate both archives and the complete dependency
lockfile after publication succeeds. Reject invalid signatures,
inaccessible objects, corrupt bytes, and source mismatches.
- Remove automatic npm-only migrator dispatch. Retain manual release and
branch-preview publication.
- Document the cloud feature-switch prerequisite and coordinated
rollback.

## Verification

- `node --test .github/scripts/tests/*.test.mjs`: 405 pass.
- Focused readiness, routing, preview, and artifact tests: 249 pass.
- Workflow lint and `git diff --check`: pass.
- `pnpm test:release-registry`: 139 pass after installing this
worktree's dependencies.
- All latest-head GitHub CI checks passed. Greptile is 5/5 with no
unresolved comments.
- Application source is unchanged. Common-source local typecheck and
build passed. The full local application suite has the documented macOS
read-only-directory rename limitation from #13454 (13 failures in two
unchanged suites); Linux CI is the final application gate.
- Live readiness verification of master
da77a0c28c passed in 6.52 seconds,
including the real GitHub CLI signature policy and all artifact
downloads.
- Cloud consumer resolution with the certificate encoding fix passed in
5.45 seconds with zero npm metadata requests or npm processes. The
consumer is deployed and enabled in staging and production; their live
resolution APIs passed in 2.34 and 2.38 seconds. Both report the
expected fixed harness commit. A fresh tenant deployment follows this
cutover merge.

## Risks

- `Cloud deployable v1` no longer promises npm preview availability.
Enable the cloud direct-artifact consumer in staging and production
before merging this change.
- Artifact storage and GitHub attestations become required services for
new direct releases. Missing or invalid evidence fails explicitly.
- Restore the old npm dispatcher and readiness gate together before
disabling the consumer switch. Retain artifacts referenced by existing
releases.
- This change does not expand AWS runner access. The producer and
readiness bookkeeping use GitHub-hosted runners. Existing PR allowlists
and source verification gates remain enforced.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 (focused checks; full
application host limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-15 01:14:43 -07:00
Devin FoleyandPaperclip da77a0c28c feat(ci): publish immutable cloud migrator artifacts (#13455)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud deploys images and a matching database migrator.
> - New migrator versions must currently become available on npm before
cloud can use them.
> - npm can serve package metadata while the named archive still returns
404.
> - This pull request publishes immutable migrator archives and a
complete dependency lockfile through the existing artifact store.
> - Cloud can install these exact packages without waiting for their new
npm versions.
> - This producer change prepares a separate cloud consumer and
readiness cutover.

## Linked Issues or Issue Description

Refs: #13454

**What happened?**
A recent master run built both packages by 06:22:41 UTC on 2026-09-15.
Both archives became downloadable from npm at 06:31:56 UTC. Fresh
metadata requests did not remove the delay.

**What did you expect to happen?**
Cloud should be able to install the verified migrator as soon as its
package build and artifact upload finish.

**Steps to reproduce**
Compare package build completion, npm publication, version metadata
availability, and tarball download availability for a fresh full commit
SHA.

**Version**
Master commit `08adcc70d5ec45b7ced9619a3dc10c1d1bec397d`.

## What Changed

- Add a master-only workflow that builds the DB and shared archives
without publication credentials.
- Resolve the dependency lockfile from local archives, then pin those
archives to content-addressed URLs.
- Publish the complete bundle to a separate prefix in the existing
S3/CloudFront artifact store. Write the commit manifest last and verify
public downloads.
- Add a dedicated OIDC role policy. Only canonical master can assume it.
Writes require `If-None-Match: *`; the role cannot overwrite or delete
objects.
- Add source, integrity, lockfile, publication, and real npm install
tests. Document the format and staged rollout.
- Attest the validated manifest with GitHub/Sigstore before S3
publication. The signature binds every package and lockfile hash to the
exact master workflow and source commit.

## Verification

- `node --test scripts/cloud-migrator-artifacts.test.mjs`: 7 tests pass,
including real `npm ci` with an empty cache and no new-version metadata
lookup.
- `pnpm test:release-registry`: 136 tests pass.
- `actionlint .github/workflows/cloud-migrator-artifacts.yml` and `git
diff --check`: pass.
- Ran the workflow's filtered install and package build against the
exact master source. Built and validated the dependency lockfile from
those real archives.
- Latest-head application tests passed, including reruns of two failures
in unchanged application tests. The final CI aggregate passed. The
application source is unchanged. Common-source local typecheck and build
passed; the full local suite has the same documented macOS
read-only-directory rename limitation as #13454 (13 failures in two
unchanged suites).
- The dedicated role and additive bucket read permission are configured.
IAM simulation allows only conditional writes in the intended prefix;
overwrite without the condition, other prefixes, and deletion are
denied.
- Published the verified master 08adcc70d5
bundle with the operator session and verified all public downloads.
GitHub OIDC publication is still pending the master workflow run.
- Cloud resolved the real bundle and checked all 278 SQL migrations in
2.9 seconds with zero npm metadata requests or npm processes. The
existing migration runner applied it to a disposable local PostgreSQL
database and succeeded again on repeat.
- The producer now requires an empty-cache smoke install of the actual
package archives and their full dependency graph before upload. That
check and imports of both installed packages passed locally.

## Risks

- This is an additive producer rollout. It does not yet change the cloud
resolver or the deployable marker.
- The dedicated role and bucket read statement must be installed before
the workflow can publish. Existing bucket policy statements and
public-access blocks must be preserved.
- Referenced artifacts must be retained for rollback. No expiry rule
applies to this prefix.
- Existing external dependencies still download from npm, with SHA-512
pins. New DB and shared versions do not require npm metadata.
- The workflow uses GitHub-hosted runners and has no PR trigger. It adds
no AWS compute routing or PR access.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 (focused release and
real-artifact tests; full-suite host limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-15 00:46:05 -07:00
Devin FoleyandPaperclip 058c55bf8f fix(ci): overlap preview migrator publication waits (#13454)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Cloud deploys an application image with a migrator from the same
source commit.
> - The migrator consists of the DB package and its matching shared
package.
> - npm can accept a package several minutes before readers can see it.
> - The publisher waits for shared visibility before it submits the DB
package.
> - This change submits both validated packages before polling their
visibility.
> - Their availability delays can then overlap while the final gate
still requires both packages.

## Linked Issues or Issue Description

Related: #13334. No duplicate open migrator-publication fix was found.

**What happened?**

The cloud migrator publisher waits up to ten minutes for the shared
package before submitting the DB package. The two registry delays
therefore accumulate. A shared visibility timeout can prevent the DB
package from being submitted at all.

**Expected behavior**

Submit both valid packages, then wait for both to pass the existing
exact-source metadata checks. Report which package remains unavailable.

**Steps to reproduce**

Return 404 for shared metadata after npm accepts the shared archive.
Observe that the old publisher never submits the DB archive until shared
becomes visible. The new regression test requires both submissions
before the first visibility sleep.

**Paperclip version**

Base commit 08adcc70d5. GitHub Actions
cloud-migrator publication.

## What Changed

- Validate both package archives before either publication starts.
- Submit missing packages before polling their visibility.
- Report each visible package and name packages missing at timeout.
- Cover delayed visibility, partial reuse, and invalid package pairs.
- Document the publication order.

## Verification

- Focused preview tests: 19 passed.
- Release registry tests: 132 passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- All 33 latest-head GitHub checks are green or intentionally skipped.
Greptile is 5/5 with no unresolved findings.
- The local full Vitest run found three failures in unchanged
company-skills cache tests. A standalone filesystem test reproduces this
macOS host rejecting a read-only directory rename with EACCES. Those
tests pass in Linux CI. The local full run continues.

## Risks

The DB package can become visible before its shared dependency. The
publisher still requires both to pass before succeeding. This removes
avoidable serialization; it does not eliminate npm propagation delays or
prove archive downloadability. Those remain separate parts of the
migrator availability work.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 (focused release tests; the
full-suite macOS limitation is documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-14 23:57:12 -07:00
Devin Foley 08adcc70d5 fix(ci): retry transient GitHub reads while waiting for source verification (#13429)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every commit on master is published as an npm canary, and a canary
is the only thing a nightly, a beta and then a stable can be promoted
from
> - A canary only publishes after the release run confirms that Cloud
readiness passed for that exact commit, which it does by polling the
GitHub Actions API for up to 45 minutes
> - That poll used a read that threw on any non-OK response, so one
gateway error ended the wait immediately
> - The release run then failed and the commit published no canary,
although readiness itself had passed
> - A commit with no canary can never be promoted, so this silently
removes commits from the release path
> - This pull request retries the reads that mean "ask again" and leaves
every real failure fast
> - The benefit is that a transient API error costs a few seconds
instead of a release

## Linked Issues or Issue Description

No existing issue. The problem, in the bug report format:

**What happened**
The `Reuse exact-source verification` job failed 12 seconds into a
45-minute wait:

```
Waiting for Cloud source verified v1 for 5054c9ef9b.
GitHub Actions read failed (HTTP 502).
##[error]Process completed with exit code 1.
```

`publish_canary` was skipped, so the commit published no canary. Cloud
readiness for that same commit had already completed successfully.

**Expected behavior**
A gateway error from the GitHub API is a reason to ask again, not a
verdict on the commit. The wait should continue and the canary should
publish.

**Steps to reproduce**
1. Push to master and let Cloud readiness pass for that commit.
2. Have the GitHub Actions API return 502 for any single read the
verification poll makes.
3. The release run fails and no canary is published for that commit.

**Paperclip version or commit**
Present on master. Observed on 2026-09-14 in a release run for
`5054c9ef9`.

## What Changed

- `scripts/cloud-source-verification.mjs` gains `createActionsReader`,
the transport the CLI entry point now uses. It retries transient
transport failures — network errors and HTTP 408, 425, 429, 500, 502,
503 and 504 — with four bounded attempts and a growing backoff.
- Every other non-OK status still throws on the first response. 401, 403
and 404 mean the token or the target is wrong, and waiting those out
would only delay the failure.
- The verification logic itself is untouched. A readiness run that
genuinely failed still stops the release immediately, and an ambiguous
or mismatched run still throws.

## Verification

```
node --test scripts/cloud-source-verification.test.mjs   # 16 passed
node scripts/cloud-source-verification.mjs               # still exits cleanly with the token message
```

New tests cover a retried gateway error, each transient status with its
growing backoff, a retried network failure and the message that survives
exhaustion, no retry for authorization failures, and the attempt budget.
The pre-existing verification tests are unchanged and still pass.

## Risks

Low risk, and limited to one CI script.

- A genuinely unreachable API now takes four attempts before failing,
which adds a few seconds to a run that was going to fail anyway.
- The retry cannot mask a failed readiness run: that path throws a
different error, from the verification logic rather than the transport.
- No product code and no workflow changes.

## Model Used

- Claude Fable 5 (`claude-fable-5`), 1M context, extended thinking, run
through 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 (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — no
documented behavior 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
2026-09-14 23:20:15 -07:00
Devin FoleyandPaperclip 667c79ded2 fix: prevent retry-exhaustion events from exhausting attention-feed memory (#13451)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Its attention feed shows failed runs whose retry budget is
exhausted.
> - Startup retention builds this feed before startup completes.
> - The feed joins every exhaustion event to the full run context, then
removes duplicate runs in JavaScript.
> - Recovery can revisit an exhausted run and append the same event
again. This multiplies the data loaded into memory.
> - This pull request selects one small row per run in PostgreSQL and
makes exhaustion writes idempotent.
> - Existing duplicate events can stay in the database without
multiplying run contexts in server memory.

## Linked Issues or Issue Description

Refs #13367. This fixes the repeated-event allocation path in the
retention feed. Other full-feed sources and sweep cadence remain
separate concerns.

**What happened?**

The attention query loaded one full run context for every matching
exhaustion event. Deduplication ran only after the driver had loaded
those rows. A run with thousands of exhaustion events therefore produced
thousands of context copies. The startup retention sweep can exhaust the
server heap while reading this result.

**Expected behavior**

The query should return one row per exhausted run and only the context
fields that the feed needs. Repeated checks of the same exhausted retry
budget should reuse the original event.

**Steps to reproduce**

1. Create a failed run with a 32 KB context and 2,500 matching
exhaustion events.
2. Build the attention feed, including dismissed items, as startup
retention does.
3. Inspect the database result before JavaScript feed processing. The
old join returns 2,500 copies of the run context.
4. Call bounded retry scheduling repeatedly for a run at its retry
limit. The old writer appends another exhaustion event on every call.

**Paperclip version or commit**

The attention query was introduced by #9380 and is present in stable
`v2026.831.1`. The retention caller is also present in that stable
release. The later recovery callback added by #13075 provides a repeated
path into the exhausted-budget writer. This change is based on
`c0fda8fac` after rebasing onto current master.

Related PR:
[#12162](https://github.com/paperclipai/paperclip/pull/12162) changes
retention cadence and newer-run suppression queries. This change
addresses the exhaustion-event join and duplicate event writes.

## What Changed

- Select the newest company-scoped exhaustion event per run with a
PostgreSQL `DISTINCT ON` subquery before joining run data.
- Project only `issueId` and `taskId` from run context. Preserve JSON
types, fallback behavior, run ordering, company filters, and run/agent
status filters.
- Reuse an exhaustion event for the same run, reason, attempt, and retry
limit under the existing run-row lock. Recognize historical events
without a migration.
- Skip sequence allocation and live publication when a receipt already
exists.
- Document the run-log behavior and add PostgreSQL regression tests.

## Verification

- Focused attention, retry-scheduling, and event-sequencing suites: 72
tests pass on the rebased head `39ce77158`.
- The large-history fixture verifies two database result rows under 4
KB, newest-message selection, task-ID fallback, and company/status
filtering. This assertion runs before feed deduplication.
- Concurrent event tests verify one receipt across two database clients,
reuse of historical receipts, distinct reason/attempt/budget keys, and
stable event sequences.
- Repeated scheduling through a new service instance produces no extra
run-log or live events.
- `pnpm --filter @paperclipai/server exec tsc --noEmit`: passes.
- `pnpm -r typecheck` and `pnpm build`: pass on the rebased head,
including native runner checks.
- Greptile: 5/5 on `39ce77158`, with no review threads.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/34929002304):
all 25 workflow jobs pass, including all server/workspace test shards,
serialized server suites, browser tests, typecheck, build, native-runner
verification, and the release dry run. Security checks also pass. The
branch has no merge conflicts.
- `pnpm test:run`: stopped with unrelated failures. Two chat integration
cases passed when rerun separately (2 passed, 993 unselected). Three
skill-cache cases failed on both this branch and the unmodified parent
commit, with `EACCES` during directory rename. The full suite is not
reported as green.

## Risks

- No schema migration or data cleanup is required. The query still scans
matching event history in PostgreSQL; its result size now scales with
exhausted runs.
- This does not bound every source in the attention feed or change
retention scheduling.
- An exhaustion receipt is emitted once per retry decision. Consumers
that observed repeated copies will now receive one event.
- Native source-event replay handling stays on its existing path.
- A deployed application boot has not been verified.

## Model Used

OpenAI GPT-6, used through Codex with reasoning, repository inspection,
code editing, and test execution. The runtime does not expose a more
specific model snapshot or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run the focused tests locally and they pass (full-suite
limitations are documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-14 21:58:34 -07:00
Devin FoleyandPaperclip c0fda8fac5 fix(apps): restore action test picker scrolling and agent eligibility (#13414)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps action tests let operators use an agent's permissions.
> - The agent picker must scroll inside the test dialog.
> - Its body portal sits outside the dialog's scroll boundary and blocks
wheel input.
> - Admin permission bypasses also skip agent lifecycle checks.
> - This PR fixes scrolling and rejects agents that cannot receive
assignments.

## Linked Issues or Issue Description

**What happened?**

The Act as picker does not scroll with the mouse wheel inside an action
test dialog. Admins can also see terminated agents.

**Expected behavior**

The list scrolls normally. Terminated and pending-approval agents are
absent. Direct requests cannot test an action as one of those agents.

**Steps to reproduce**

1. Create enough agents to overflow the list. Terminate one agent.
2. Open a connected app's Permissions tab. Click Test on an action.
3. Open Act as and use the mouse wheel over the list.
4. Check whether the terminated agent appears as an admin.

**Paperclip version or commit**

Reproduced on master at f2c5e54dc. Rebased onto d351e08de.

**Deployment mode**

Local dev, built from source. This is a shared Apps bug and does not
require Railway credentials.

Related search result: #9918 added search to a separate secrets picker.
It does not cover this action test dialog. No duplicate action-test
picker PR was found.

## What Changed

- Keep the action tester's agent popover inside its dialog's scroll
boundary.
- Check company membership and the shared agent lifecycle policy before
assignment permission bypasses.
- Reject terminated and pending-approval agents in lists, previews, and
test calls.
- Reuse company-scoped rows during listing to avoid extra per-agent
queries.
- Add route tests for both admin modes and a browser wheel-scroll
regression.

## Verification

- 335 focused tool-access and TestPanel tests passed after rebase. After
the review cleanup, both admin regressions and writable-agent selection
passed again (3 tests).
- The browser regression failed before the fix because wheel input left
scrollTop at zero. It passed after the fix, including search and
selection. It executes no provider tools.
- Full typecheck, build, and token gates passed during implementation.
Token gates passed again after rebase.
- The full test run reported a failure in the GitHub installation
recovery chat test. That test passed in isolation. The full run was
stopped after the failure, so later groups were not completed.

Manual check: open an action's Test dialog, open Act as, scroll, search,
and select an agent. Terminated agents must be absent.

## Risks

The portal change affects only the picker inside the action test dialog.
The browser test covers scrolling and selection. Paused agents remain
eligible under existing assignment rules. There is no migration or
provider policy change.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and browser testing.
The exact serving model ID and context window were not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-09-14 21:18:12 -07:00
Devin FoleyandPaperclip 52d120f68d fix(release): wait 30 minutes for npm to expose a published version (#13436)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every release publishes a batch of npm packages and then waits for
each one to become visible before continuing
> - npm accepts a publish immediately but exposes it later, so that wait
exists to keep a release from continuing past a package nobody can
install yet
> - Today that wait was too short twice in a row, and each timeout
aborted the release with the batch half-published
> - Version numbers are derived from what is already on npm, so every
retry moves to a new number and meets the same lag
> - Two canary attempts burned two versions this way and shipped nothing
> - This pull request raises the per-package budget from ten minutes to
thirty
> - The benefit is that ordinary registry lag costs waiting instead of a
failed, half-published release

## Linked Issues or Issue Description

No existing issue. The problem, in the bug report format:

**What happened**
`publish_canary` failed twice in a row with the batch half-published:

```
Warning: npm accepted @paperclipai/server@2026.914.0-canary.2, but the version did not become registry-visible.
Error: stopping release: npm did not publish and expose @paperclipai/server@2026.914.0-canary.2
```

The version was accepted at 17:49:09 and became visible at 18:04:29 —
about five minutes after the poll gave up. `shared`, `db` and
`adapter-utils` published at that version; `server`, `paperclip-runner`
and the root package did not.

**Expected behavior**
Ordinary registry propagation delay costs the release some waiting, not
a failure. A package that becomes visible after 15 minutes must not
abort the batch because of the old 10-minute wait. Longer registry
outages can still leave a partial batch.

**Steps to reproduce**
1. Publish any channel while npm is propagating slowly.
2. A package takes longer than `NPM_PUBLISH_VERIFY_ATTEMPTS *
NPM_PUBLISH_VERIFY_DELAY_SECONDS` to become visible.
3. The release aborts, that version is half-published, and the retry
picks a new version number and meets the same lag.

**Paperclip version or commit**
Present on master. Observed on 2026-09-14 across canary runs in workflow
run 34869494325.

## What Changed

- Increase npm visibility checks from 60 to 180, retaining the 10-second
delay: about 30 minutes per package.
- Increase canary, nightly, beta, and stable publish job timeouts from
90 to 150 minutes.
- Add offline regression tests using the workflow's actual settings.
They cover the observed 15-minute 20-second delay, immediate visibility,
exhausted retries, and job timeout sizing.
- Load the access router in test setup so its cold transform does not
consume the first permission test's 10-second timeout. The permission
assertions are unchanged.

## Verification

- `node --test scripts/release-lib.test.mjs`: 14 passed.
- `pnpm run test:release-registry`: 129 passed.
- `pnpm exec vitest run
server/src/__tests__/access-routes-permissions-upgrade.test.ts`: 3
passed.
- Regression proof in temporary fixtures: restoring 60 attempts fails
the observed-delay test; restoring 90-minute jobs fails the
timeout-budget test.
- [CI run
34916632804](https://github.com/paperclipai/paperclip/actions/runs/34916632804):
all jobs passed, including typecheck/release registry, build, all
general and serialized server shards, browser tests, runner
verification, and canary dry run. The PR has 31 successful checks and
two expected Storybook skips at `a27f5e896`.
- [Previously failing serialized
shard](https://github.com/paperclipai/paperclip/actions/runs/34916632804/job/104215809616):
all three access-route permission tests passed in CI after preloading
the router.
- Greptile's final review is 5/5 with no outstanding findings. Both
review threads are resolved.
- Local limits: `pnpm -r typecheck` and `pnpm build` stop at the runner
package because this machine has no Rust `cargo` executable. The
duplicate full local `pnpm test:run` was interrupted while the complete
CI matrix ran. Targeted local results are listed above; full validation
is from CI.

The previous CI failures were unrelated to npm propagation:

- [PR
review](https://github.com/paperclipai/paperclip/actions/runs/34891770396)
required a test file for this fix.
- [Serialized server shard
3](https://github.com/paperclipai/paperclip/actions/runs/34891773736/job/104136392196)
timed out in the first access-route permission test at 10 seconds. The
other two tests in that file passed.
- The canary dry run passed in that same CI run.

## Risks

Low risk. Production behavior changes only in release waiting budgets.

- Polling exits as soon as npm exposes the version, so healthy publishes
do not wait longer.
- An unavailable version now takes about 30 minutes to report. Polls
remain bounded and still fail the release on exhaustion.
- The 150-minute jobs leave roughly 30 minutes for setup/build plus four
full polling windows. npm command runtime and later release steps also
consume that budget; a broader outage can still interrupt a batch.
- The permission-test change moves module loading into a bounded setup
hook; it does not relax authorization assertions.
- No schema changes or operational migrations.

## Model Used

- Claude Fable 5 (`claude-fable-5`), 1M context, extended thinking, run
through Claude Code with tool use and code execution.

- OpenAI GPT-6 (Codex), with reasoning, tool use, and code execution,
for the CI follow-up. Context-window size is not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass — targeted checks listed
above; full validation passed in CI
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes —
workflow comments and verification details
- [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>
2026-09-14 20:16:29 -07:00
Devin Foley 5054c9ef9b fix(grok): stage the environment test from a host directory, and survive an absent workspace (#13416)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent runs through an adapter. Before you use an environment, the
adapter's environment test probes it and reports structured checks
> - The grok adapter's environment test stages the managed account into
a remote environment first. It gave the runtime its resolved `cwd` as
the host workspace directory
> - For a remote target that `cwd` is a path inside the sandbox. It does
not exist on the host that runs the test
> - A new workspace ignore scan reads that host directory. The scan
failed on the missing directory, and the error escaped the environment
test
> - The user got a server error instead of a result with checks
> - This pull request stages from a host temporary directory, sends the
remote path separately, and reports a staging failure as a check
> - The benefit is that the grok environment test always answers with
checks, and a workspace directory that does not exist no longer stops a
runtime preparation

## Linked Issues or Issue Description

No existing issue. The problem, in the bug report format:

**What happened**
The grok environment test failed with `Error: Workspace ignore scan
failed: git-ignore-scan-failed`. The route returned a server error, so
the user saw no checks at all.

**Expected behavior**
The environment test always returns `{status, checks}`. Every other
problem it finds (an invalid working directory, a command it cannot
resolve, a probe that times out) becomes a check with a level. A
credential staging problem must do the same.

**Steps to reproduce**
1. Configure a grok agent with a managed AI connection.
2. Point the agent at a remote (sandbox) environment.
3. Run the environment test for that environment.

**Paperclip version or commit**
Present on master. Both halves landed on 2026-09-12: the call site in
#13247, and the scan that it trips in #13353.

## What Changed

- `packages/adapters/grok-local/src/server/test.ts` stages the managed
account through a fresh host temporary directory and passes the remote
path as `workspaceRemoteDir`. This is the split `codex-local` and
`opencode-local` already use.
- A failure while staging becomes a `grok_environment_unprepared` check
with level `error`, instead of an exception that escapes the function.
The probe does not run after it, because there is no prepared
environment to probe.
- The temporary directory is removed in the existing `finally` block.
- `packages/adapter-utils/src/sandbox-managed-runtime.ts` treats a
`workspaceLocalDir` that does not exist as "nothing to sync". A
directory that is not there has no files for ignore rules to govern,
nothing to stage, and nothing to restore.
- Tests: the grok environment test now covers the managed-connection
remote branch, which had no coverage. `sandbox-file-sync.test.ts` covers
a preparation whose workspace directory does not exist.

## Verification

```
npx vitest run packages/adapters/grok-local/src/server/test.test.ts     # 9 passed
npx vitest run packages/adapter-utils/src/sandbox-file-sync.test.ts \
              packages/adapter-utils/src/sandbox-managed-runtime.test.ts # 90 passed
cd packages/adapter-utils && npx tsc --noEmit                            # clean
cd packages/adapters/grok-local && npx tsc --noEmit                      # clean
```

The two new grok tests fail against the old call site: the first asserts
the runtime never receives the remote path as its host workspace
directory, and the second asserts a staging failure becomes a check
instead of an exception.

## Risks

Low risk, and limited to environment preparation.

- The adapter change only affects the managed-connection remote branch
of one adapter's environment test.
- The `adapter-utils` change makes a preparation that used to throw now
continue with no workspace sync. A real workspace is unaffected, because
the directory exists in that case and the scan runs exactly as before.
- No migration. No API change.

## Model Used

- Claude Fable 5 (`claude-fable-5`), 1M context, extended thinking, run
through 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 (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — no
documented behavior changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green — pending first run
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
pending first review
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-14 09:34:50 -07:00
Devin Foley 46bcc0863c test(runner): stop two CI-contention flakes that starve the canary lane (#13418)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each master commit is published as an npm canary, and the nightly
release gate installs the newest canary and runs the onboarding smoke
against it
> - A canary only publishes after the Cloud readiness workflow passes
for that exact commit
> - Cloud readiness fails often, and almost every failure stops that
commit from ever becoming a canary
> - The nightly gate then keeps testing an old canary, so a fix that
landed after it cannot reach the gate, and the gate stays red for
reasons no longer in the code
> - Most of these failures are short timeouts that only expire because
the runner is loaded
> - This pull request gives two such timeouts the budget the surrounding
tests already use
> - The benefit is that more master commits publish a canary, so the
nightly gate tests current code

## Linked Issues or Issue Description

No existing issue. The problem, in the bug report format:

**What happened**
Cloud readiness failed on 25 of 85 runs over three days (29%). 24 of
those failures stopped the commit from publishing a canary. Two timeout
clusters account for 10 of the 25:

-
`packages/paperclip-runner/src/control-plane/durable-prp-control-plane.test.ts`
— `Error: Test timed out in 5000ms.` in "promptly fails the real
transport request and notification paths on authenticated bad semantic
input". Seen in runs 34652752663, 34654215468, 34656885170, 34657111560,
34661910120.
- `packages/paperclip-runner/src/live/live-session.test.ts` — `Turn
settled before the intentional SIGKILL: Error: Capability Codex turn
timed out after 2000ms`. Seen in runs 34632264036, 34658026290,
34658106386, 34727991195, 34760283177.

**Expected behavior**
A commit that is good publishes its canary. A test fails because the
behavior is wrong, not because the runner was busy.

**Steps to reproduce**
1. Run the Cloud readiness workflow on master repeatedly.
2. Watch the Runner protocol and chaos jobs.
3. The two tests above fail intermittently, and the commit then
publishes no canary.

**Paperclip version or commit**
Present on master. Measured over runs from 2026-09-11 to 2026-09-14,
which is the workflow's whole history.

## What Changed

- `durable-prp-control-plane.test.ts`: the "promptly fails the real
transport request..." `it.each` now takes the same 15s budget as the
test directly above it. It ran on the 5s default, although it builds a
real control plane over a socket. The neighbouring test already asks for
15s, so this reads as an omission.
- `live-session.test.ts`: the real-runner SIGKILL test gives the turn a
60s timeout instead of 2s. The test kills the runner process and then
asserts the turn was still running at that moment, so the timeout is
only a backstop. At 2s a loaded machine settles the turn first and the
assertion fails.

Neither change weakens an assertion. No test in this PR asserts that a
timeout happens, and the tests that do assert one (`turnTimeoutMs: 500`
and `turnTimeoutMs: 20`) are untouched.

## Verification

```
cd packages/paperclip-runner
npx vitest run src/control-plane/durable-prp-control-plane.test.ts   # 87 passed
npx vitest run src/control-plane/durable-prp-control-plane.test.ts \
  -t "promptly fails the real transport"                            # 2 passed (both it.each cases)
```

The live-session change is verified by the readiness lane itself,
because that suite needs a real runner and a provider.

## Risks

Low risk, and limited to test budgets.

- A genuine hang in either test now takes longer to report: 15s instead
of 5s, and 60s instead of 2s.
- A real regression still fails, because the assertions are unchanged.
- Timeouts are not a complete fix for this lane. Port races
(`EADDRINUSE`), lease races, and lost runner VMs cause about another 40%
of its failures. A retry on the `verify` matrix would cover all of those
classes, and none of them reproduce on a second attempt. That is a
larger policy change, so it is not in this PR.

## Model Used

- Claude Fable 5 (`claude-fable-5`), 1M context, extended thinking, run
through 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 (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — no
documented behavior changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green — pending first run
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
pending first review
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-14 09:34:15 -07:00
Devin Foley e1d2e279a3 fix(db): replay a query whose socket write failed on a recycled pooled connection (#13417)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A hosted instance keeps its data in Postgres, and it reaches that
database through a connection pooler
> - A pooler recycles the server side of a connection that sat idle. The
client still holds the socket and believes it is open
> - The next query fails while the driver writes it to that dead socket,
with `write CONNECTION_CLOSED host:5432`
> - The request that happened to draw the recycled connection fails,
although nothing is wrong with the query or the database
> - Only one code path guards against this today, so the same error
keeps reaching users and error reporting from every other path
> - This pull request replays a query when the write itself failed,
because those bytes never reached the server
> - The benefit is that a recycled connection costs one retry instead of
one failed request

## Linked Issues or Issue Description

No existing issue. The problem, in the bug report format:

**What happened**
Requests fail with `write CONNECTION_CLOSED <host>:5432` (driver code
`CONNECTION_CLOSED`). It is most visible on the first queries after an
idle period, when the pool holds connections the pooler already
recycled.

**Expected behavior**
A connection that the pooler recycled while it was idle is not a
user-visible failure. The client notices the dead socket and uses a live
connection.

**Steps to reproduce**
1. Run the server against a pooled Postgres endpoint (for example a Neon
`-pooler` host).
2. Leave the instance idle until the pooler recycles the server side of
the pooled connections.
3. Issue any request that queries the database.

**Paperclip version or commit**
Present on master.

## What Changed

- `packages/db/src/transient-write-retry.ts` (new) wraps the root
`postgres.js` client. When a query fails while the driver writes it to
the socket, the wrapper runs it again on a fresh connection. Three
attempts, 50 ms then 100 ms backoff.
- `packages/db/src/client.ts` gives Drizzle the wrapped client. The
teardown registry keeps the real client, because shutdown must end the
actual pool.
- The wrapper is deliberately narrow:
- It matches only the write phase (`code === "CONNECTION_CLOSED"` and a
message that starts with `write CONNECTION_CLOSED`). The write failed,
so the server never saw the query, and a replay cannot run anything
twice. That makes it safe for reads and writes alike.
- An error after the write propagates untouched, because the server may
have acted on the query.
- `CONNECTION_ENDED` and `CONNECTION_DESTROYED` propagate untouched,
because they mean a deliberate shutdown.
- Queries inside `db.transaction()` run on the scoped client that
`sql.begin()` returns, which the wrapper does not touch. A transaction
that loses its connection must abort, not replay.
- A query runs once however many handlers attach to it, and it still
executes lazily, like `postgres.js` itself.

## Verification

```
npx vitest run packages/db/src/transient-write-retry.test.ts            # 7 passed
npx vitest run packages/db/src/client-teardown-registry.test.ts \
              packages/db/src/client-options.test.ts                    # existing db suites pass
npx vitest run server/src/__tests__/cloud-tenant-transient-db-retry.test.ts  # 6 passed
cd packages/db && npx tsc --noEmit                                      # clean
```

New tests cover the replay, the `.values()` form Drizzle uses, the
attempt budget, an error that must not replay, and one execution per
pending query. A Drizzle round trip runs through a fake wire-protocol
server, which shows the wrapper is transparent to ordinary queries.

## Risks

Low risk.

- The retry only fires for a failure during the socket write, where the
server never received the query. A replay therefore cannot duplicate an
effect.
- A permanently unreachable database costs two extra attempts and 150 ms
before the same error surfaces.
- Transactions keep exactly their current behavior.
- Existing `retryOnTransientDbConnectionError` in the auth middleware
stays. It wraps a broader set of codes for one path, and it is
unaffected.
- No migration. No configuration change. No API change.

## Model Used

- Claude Fable 5 (`claude-fable-5`), 1M context, extended thinking, run
through 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 (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — no
documented behavior or configuration changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green — pending first run
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
pending first review
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-14 09:33:48 -07:00
Devin Foley 13368c5183 fix: unblock clean-machine onboarding for api_key AI connections (nightly smoke) (#13372)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The release pipeline gates each nightly on a Docker onboarding
smoke. The smoke proves a clean machine can finish onboarding and hire
the first agent.
> - #13247, #13248, #13344, and #13351 changed the Connect step. Connect
now creates an AI connection that the server verifies live with the
provider.
> - The managed adoption check also demanded a CLI hello probe. A clean
machine has no provider CLI and cannot complete a subscription login.
Onboarding dead-ends and the nightly gate fails.
> - This pull request lets a live-verified API key adopt on the engine's
own verdict, and re-verifies the key with the provider at adoption time.
> - It also drives the release smoke through the API-key path against a
provider mock that lives inside the test harness.
> - The benefit is a green, deterministic release gate with no paid
credential in CI, and a working first run for API-key users on clean
installs.

## Linked Issues or Issue Description

No public issue exists. The failure surfaced in the nightly release
gate. Related PRs (no duplicates found): #13247, #13248, #13344, #13351
(the Connect changes), and #12423, #12135, #12151 (earlier release-smoke
updates).

**What happened?**

The nightly Release cut failed its gate: [run
34749840498](https://github.com/paperclipai/paperclip/actions/runs/34749840498),
job `smoke_nightly / smoke`, on published canary `2026.913.0-canary.2`.
The wizard never left the "Connect a model" step. The subscription path
waits for a human to run `claude auth login` on the server. The API-key
path saves and live-validates the key, but the environment test then
fails with `Command not found in PATH: "claude"` and
`ai_connection_validation_incomplete`, and the wizard blocks the hire.

**Expected behavior**

A clean machine with a provider-accepted API key completes onboarding
and hires the lead agent. The release smoke passes without a real paid
credential in CI.

**Steps to reproduce**

1. Run `scripts/docker-onboard-smoke.sh` with
`PAPERCLIPAI_VERSION=2026.913.0-canary.2`.
2. Sign in, complete onboarding to "Connect a model", select "Use API
key instead", pick Claude, enter a valid API key, and press Connect.
3. The environment test fails on the missing `claude` CLI and blocks the
hire.

**Paperclip version or commit**

`2026.913.0-canary.2` (nightly candidate `c9e3bb7ca`).

## What Changed

- `server/src/routes/agents.ts`: `testManagedEnvironment` no longer
forces the CLI-lane hello probe for a resolved `api_key` binding. It
re-verifies the key against the provider's live endpoint instead (the
same `validateAiApiKey` check the save performed, which needs no CLI). A
key the provider rejects fails adoption with
`ai_connection_api_key_rejected`. Subscription adoption keeps the strict
hello-probe requirement.
- `scripts/docker-onboard-smoke.sh`: the harness now serves
`api.anthropic.com` itself. A sibling container (the already-built smoke
image) runs a small HTTPS mock. The app container gets `--add-host` for
that one hostname and trusts the mock's certificate through
`NODE_EXTRA_CA_CERTS`. The private key stays mode 600 in the mock
container; the app container mounts only the certificate. The mock
serves only `GET /v1/models` and returns 404 for every other path.
`SMOKE_PROVIDER_MOCK=false` disables it.
- `tests/release-smoke/docker-auth-onboarding.spec.ts`: the spec drives
the API-key path — switch the credential mode before the source tile
(the link hides when the row collapses), enter the key, and Connect.
Loopback targets use a placeholder key that the mock accepts. Any other
target must set `PAPERCLIP_RELEASE_SMOKE_ANTHROPIC_API_KEY`, and the
test fails on arrival without it.
- `server/src/__tests__/agent-test-environment-routes.test.ts`: three
new route tests cover accepted keys (no CLI probe consulted),
provider-rejected keys, and subscriptions that cannot complete a hello
probe.

## Verification

- `npx vitest run src/__tests__/agent-test-environment-routes.test.ts` —
26/26 pass.
- `npx vitest run src/__tests__/ai-connections.test.ts
src/__tests__/ai-legacy-compatibility.test.ts` — 42/42 pass.
- `tsc --noEmit` reports no errors in the touched files.
- Full local harness + suite run against the exact failing canary: the
app container reaches the mock (request visible in the mock log), the
placeholder key validates, and the connection saves as the default. The
flow then stops at the forced CLI hello probe — the exact server check
this PR removes, still present in the published canary. The next canary
that includes this fix is the end-to-end proof.
- Hardening check: from inside the app container, the mock answers with
status 200 and `key.pem` is not visible.

## Risks

- Behavior shift: `api_key` adoption no longer requires a CLI hello
probe. It re-verifies the key with the provider at adoption instead.
Subscription adoption is unchanged.
- The mock returns 404 for unexpected provider calls, so a future
onboarding change that calls a new endpoint fails the smoke loudly
instead of passing silently.
- Release-smoke runs against non-loopback targets now require an
explicit key and fail fast without one.
- No database migration. No dependency change. No provider routing
change.

## Model Used

Claude Fable 5 (`claude-fable-5`) through the Claude Code CLI, with
extended thinking and tool use (shell, file edits, Playwright runs,
GitHub CLI). No other models were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-13 17:02:02 -07:00
Devin Foley 6b45db0c35 fix(deps): force one @codemirror/state resolution via pnpm overrides (#13324)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI embeds CodeMirror editors, and CodeMirror validates
extensions with `instanceof`
> - Different CodeMirror packages pin different transitive minors of
`@codemirror/state` (6.7.1 / 6.7.2) and `@codemirror/view` (6.43.9 /
6.43.11), so the bundle ships two module instances
> - The second instance makes valid extensions fail the `instanceof`
check and crashes the editor
> - This pull request adds a shared caret override to `pnpm.overrides`,
the same mechanism the existing `react` and `rollup` overrides use, so
every consumer resolves one copy of each package
> - The lockfile is not edited by hand; the lockfile automation
regenerates it from the manifests
> - The benefit is that the editor stops crashing with "Unrecognized
extension value in extension set"

## Linked Issues or Issue Description

**What happened?**

The production UI throws `Error: Unrecognized extension value in
extension set ([object Object]). This sometimes happens because multiple
instances of @codemirror/state are loaded, breaking instanceof checks.`
Observed 43 times in one week.

**Expected behavior**

The editor loads its extension set without errors. One instance of
`@codemirror/state` and `@codemirror/view` serves every CodeMirror
package.

**Steps to reproduce**

1. Run `grep "'@codemirror/state@" pnpm-lock.yaml` on master: two
versions resolve (6.7.1 and 6.7.2).
2. Build `ui/` and search the output for `Unrecognized extension value`,
a string unique to `@codemirror/state`: two chunks each carry a full
copy, one with a 6.7.1-only code pattern and one without it.
3. Open a view that composes extensions from packages on different
copies: the extension set rejects the foreign-instance extension.

**Paperclip version or commit**

master (0e14c61da)

## What Changed

- `package.json` (`pnpm.overrides`): added `"@codemirror/state":
"^6.7.2"` and `"@codemirror/view": "^6.43.11"`. A shared range forces
every consumer onto one resolution of each package.
- `pnpm-workspace.yaml`: the mirror overrides block gets the same two
entries, kept in sync with `package.json`.
- `ui/src/lib/codemirror-single-instance.test.ts`: regression pin that
fails when the lockfile resolves more than one version of either
package.
- No lockfile change in this PR. The `policy` job regenerates
`pnpm-lock.yaml` from the manifests for downstream jobs; CI owns
lockfile updates.

## Verification

- With the override, `pnpm install` resolves a single
`@codemirror/state@6.7.2` and a single `@codemirror/view@6.43.11`.
- Built `ui/` before and after. Before: two chunks each carried a full
copy of `@codemirror/state` (four total occurrences of its unique error
string; one chunk fingerprints as 6.7.1, the other as 6.7.2). After: one
chunk carries one copy (two occurrences, no 6.7.1 fingerprint).
- `pnpm vitest run src/components/IssuesList.test.tsx` in `ui/` — 46/46
pass.
- New test `ui/src/lib/codemirror-single-instance.test.ts` pins the
invariant: the lockfile must resolve exactly one version of
`@codemirror/state` and `@codemirror/view`. The PR CI policy job
regenerates the lockfile from the manifests, so the test evaluates this
PR's real resolution — verified locally against a lockfile regenerated
the same way (`pnpm install --resolution-only`): 2/2 pass, and the same
test fails against the current master lockfile with its two resolved
copies.

## Risks

- Low risk. The override stays inside the caret ranges every consumer
already declares, so no package receives a version outside its stated
compatibility. Rollback is removing the two override lines.
- A future CodeMirror consumer that needs a major bump of these packages
must update the override; the override comment states why it exists.

## Model Used

Claude (Anthropic) — claude-fable-5 (Claude Fable 5), Claude Code
harness, extended thinking with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-09-12 13:24:47 -07:00
Devin FoleyandPaperclip 44f6312cd8 fix(ci): reuse one available Cloud registry cache (#13334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud needs a verified image for each merged source
commit.
> - Fresh builders restore compiled native dependencies from registry
caches.
> - The current workflow imports up to eleven historical cache manifests
at once.
> - Live builds missed native layers that a fresh builder reused from
one manifest.
> - This PR selects the nearest available cache and tests reuse across
fresh builders.

## Linked Issues or Issue Description

Refs #13329 and #13330. A search of open cache PRs found no duplicate of
this change.

**What existing behavior does this improve?**

Remote Docker cache reuse on fresh Cloud image builders.

**Current behavior**

[Cloud run
34714483272](https://github.com/paperclipai/paperclip/actions/runs/34714483272/job/103609096836)
imported the previous cache manifest successfully but rebuilt
`cargo-chef` and Rust dependencies. The dependency compile took 3m43s.
The preceding image build had already exported those layers.

A controlled [fresh-builder
diagnostic](https://github.com/paperclipai/paperclip/actions/runs/34715336530)
used the same source and registry cache. The single-manifest job reused
both layers immediately. The multiple-manifest job rebuilt them and
failed the cache assertion. Both jobs used GitHub-hosted runners with
read-only access.

**Proposed behavior**

Inspect cache manifests in first-parent order and import only the
nearest available one. Keep full-SHA cache exports, the ten-commit
search bound, and the legacy fallback. If caches cannot be read, permit
a cold build.

**Reason and benefit**

Avoid the observed cache misses without changing image contents or
builder sizes. Expected savings include about four minutes of native
tool/dependency compilation when those inputs are unchanged. The final
merge-to-deployable gain still needs a post-merge measurement.

**Breaking changes**

No image, artifact, deployment, or runner-routing contract changes.

## What Changed

- Select one available ancestor cache after Docker login and Buildx
setup.
- Preserve separate writable cache tags for each full source SHA.
- Test cache ordering, missing caches, registry errors, and workflow
integration.
- Add the selector tests to the existing release-registry suite.
- Export a local test cache, remove the first builder, and verify a
source rebuild on a fresh builder.
- Document cache selection and the stronger Docker check.

## Verification

- Passed 456 focused workflow, routing, readiness, preview-artifact, and
cache-selector tests.
- Passed shell syntax, ShellCheck for the changed probe, actionlint
workflow validation, and `git diff --check`. actionlint's shell checks
were disabled for the workflow validation because unchanged
migration-label commands trigger existing SC2012 notes.
- The fresh-builder registry diagnostic proves the single-cache
behavior. The [permanent two-builder probe
passed](https://github.com/paperclipai/paperclip/actions/runs/34715771048/job/103612624090),
including a changed real binary and dependency-declaration invalidation.
- Passed all 35 latest-head checks (green or intentionally skipped),
including full typecheck, test, build, and browser suites in [PR CI run
34715771217](https://github.com/paperclipai/paperclip/actions/runs/34715771217).
- The real selector CLI inspected registry metadata and chose the
nearest available ancestor cache.
- Fresh Greptile review is 5/5 with no open findings. The PR title was
corrected to meet the source-change naming rule; the review check passed
after that correction.
- Local full-suite runs and Docker builds are unavailable because the
local Docker daemon is unresponsive after disk exhaustion. CI provides
the Linux verification.

## Risks

- Missing or unreadable caches cause a slower cold build. The selector
logs that condition and preserves image publication.
- Inspecting several missing ancestors adds lookup time. Each lookup has
a ten-second timeout and the search is bounded.
- The Docker test now exports a local cache. It removes the first
builder before starting the second to release disk space, then cleans up
its builders and files.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist


- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-12 13:20:18 -07:00
Devin FoleyandPaperclip 0ce7df2648 ci: keep Cloud readiness markers out of the builder queue (#13330)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud consumes versioned readiness markers for each merged
source commit.
> - Those markers can be published only after the required checks and
artifacts pass.
> - The marker jobs currently wait for the same AWS runner capacity as
builds and tests.
> - A busy builder pool can delay readiness after all required work has
finished.
> - This PR moves the small readiness jobs to GitHub-hosted runners
while retaining every dependency gate.

## Linked Issues or Issue Description

Refs #13326 and #13328.

**What existing behavior does this improve?**

Time from completed Cloud verification to a deployable marker, and AWS
capacity occupied by artifact polling.

**Current behavior**

In [Cloud readiness run
34711557083](https://github.com/paperclipai/paperclip/actions/runs/34711557083),
all builds and tests finished at 18:43:05 UTC. The source marker did not
start until 18:44:21, and the deployable marker did not start until
18:44:37. Merge-to-deployable was 11m33s, although the prerequisite work
finished in 9m44s.

**Proposed behavior**

Run the artifact wait and both versioned marker jobs on `ubuntu-latest`.
Keep the compute jobs on the approved post-merge AWS fleet.

**Reason and benefit**

Avoid builder-pool queue delays after verification finishes. This also
removes the long artifact-wait job from AWS capacity. Expected savings
depend on queue depth: the observed run had over 90 seconds of avoidable
marker waiting. The marker commands themselves take only seconds.

**Breaking changes**

Runner placement changes for three bookkeeping jobs. Marker names,
exact-source artifact checks, required verification, and image
verification stay the same.

**Additional context**

Searched the related runner and Cloud readiness work. This addresses
queue time observed after the parallel verification change.

## What Changed

- Place the artifact wait, source-verification marker, and deployable
marker on GitHub-hosted runners.
- Keep all existing job dependencies, source guards, permissions, and
commands.
- Extend routing regressions to enforce this placement and retain
fail-closed readiness gates.
- Document why readiness bookkeeping uses separate runner capacity.

## Verification

- Passed 433 workflow, routing, source-verification, and Cloud readiness
tests with `node --test .github/scripts/tests/*.test.mjs
scripts/cloud-source-verification.test.mjs
scripts/cloud-readiness.test.mjs
scripts/__tests__/release-verify-workflow.test.mjs`.
- Passed `actionlint` and `git diff --check`.
- Passed all latest-head CI gates in [run 34712624340, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/34712624340),
including typecheck, build, browser, Runner, and all general/serialized
tests.
- Attempt 1 had one localhost readiness timeout in an unchanged test. A
single targeted retry passed all 166 files (3,225 tests passed, one
existing skip), including all seven tests in that file. No timeout,
assertion, or application source was changed; the retry is documented in
the PR comment.
- Local full-suite verification is limited by local disk exhaustion; the
focused checks above pass.
- Fresh Greptile review is 5/5 with no unresolved findings.

## Risks

- GitHub-hosted capacity can also queue, but these jobs no longer
compete with AWS build/test demand. The change does not reserve
instances or change box sizes.
- Readiness must still fail if any prerequisite fails. The existing
`needs` relationships and success-only execution are preserved and
tested.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-12 12:32:46 -07:00
Devin FoleyandPaperclip 7435b2ee9c ci: cache compiled Docker Rust dependencies separately from source (#13329)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud deploys images that contain the native Rust Runner.
> - The image already builds that Runner before copying ordinary app
source.
> - A Rust source change still invalidates its entire compiled
dependency layer.
> - Compiled dependencies can survive source changes when their recipe
is unchanged.
> - This PR adds a separate locked dependency build before compiling the
real workspace.

## Linked Issues or Issue Description

Refs #13195. A search of related Docker and Cargo cache PRs found no
duplicate dependency-recipe change.

**What existing behavior does this improve?**

Docker image build time after Rust source or embedded protocol changes.

**Current behavior**

The `runner-build` stage compiles dependencies and workspace code in one
layer. In Cloud readiness run 34698143548, that stage took about 3m48s
when its cache was unavailable.

**Proposed behavior**

Generate a recipe with pinned cargo-chef 0.1.73. Build locked release
dependencies in `runner-deps`, then copy and compile real Rust source
and embedded protocol inputs in `runner-build`. Source edits can reuse
the dependency layer from the existing registry cache.

**Reason and benefit**

Reduce dependency recompilation during source changes and merge bursts.
Expected savings are roughly 2–4 minutes when the old native layer would
miss but dependency layers are available. Full cold builds also pay for
the recipe tool installation. Ordinary app-only cache hits gain little
from this change.

**Breaking changes**

None to the shipped application or image tags. The recipe tool and
compiled dependencies remain in build stages.

## What Changed

- Install a pinned recipe generator with its locked dependencies and the
existing package-owned compiler.
- Add recipe planning and compiled dependency stages. Use the same
release profile, package, binary, and lockfile enforcement as the real
native build.
- Remove generated source stubs before copying actual source. Preserve
protocol inputs, timestamp normalization, binary staging, and
application checks.
- Add Docker cache wiring regressions and update the Docker cache
documentation.
- Run a two-build probe in Docker Runner check. It requires dependency
reuse, changed real binary metadata after a source edit, and a changed
recipe after a dependency declaration edit. It uses a disposable
tracked-source context and exports only small metadata files.

## Verification

- Passed all five Docker build-stamp and dependency-cache tests with
`pnpm exec vitest run server/src/__tests__/docker-build-stamp.test.ts`.
- Passed the local ARM64 `docker buildx build --target runner-build
--progress plain`. Local Docker then hit storage errors during a runtime
probe; cache invalidation verification continues on GitHub-hosted Linux.
- Passed `bash -n scripts/check-docker-runner-cache.sh`, `actionlint`,
and `git diff --check`.
- Passed a [Linux AMD64 cache
probe](https://github.com/paperclipai/paperclip/actions/runs/34711042199)
against the PR source: dependencies compiled in 3m49s for the baseline
and were `CACHED` after a source edit; real source compilation took
about 37 seconds. Binary metadata changed and dependency declaration
changes altered the recipe. The permanent probe is also running in
latest-head Docker Runner check.
- Passed latest-head [Docker Runner
check](https://github.com/paperclipai/paperclip/actions/runs/34711145160),
including the permanent source/dependency invalidation probe.
- Passed full [PR
verification](https://github.com/paperclipai/paperclip/actions/runs/34711145352/attempts/2):
typecheck, all grouped tests, native verification, build, release dry
run, and browser checks. One unrelated signoff-policy browser test
failed waiting for a heartbeat run on attempt 1; only that failed shard
and dependent checks were retried, and passed.
- Latest-head Greptile is 5/5 with no unresolved findings. Full local
tests/build were limited by local disk exhaustion; Linux CI completed
those checks.

## Risks

- The two-build CI probe has a 20-minute job limit to cover the cold
build and source rebuild. It adds no AWS routing.
- A fully cold build must install cargo-chef and populate the dependency
layer. Both become reusable registry layers; no Actions cache is added.
- The recipe and final build must keep the same compiler, build profile,
package, binary, and directory layout. A source-change rebuild probe
checks real cache reuse and binary invalidation.
- Dependency or compiler changes still require rebuilding dependencies.
Existing image verification and full-SHA publication gates remain
unchanged.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-12 11:57:32 -07:00
Devin FoleyandPaperclip 8df3ee2cf5 ci: rebalance serialized tests with current suite durations (#13328)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud deployments wait for verified source commits.
> - Verification splits serialized server tests across independent
runners.
> - The shard duration estimates came from August and no longer match
current tests.
> - Stale estimates put much more work on one runner than the others.
> - This PR refreshes the estimates from a complete successful run to
balance the existing runners.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The time spent waiting for the slowest serialized server-test shard in
PR and release verification.

**Current behavior**

In [Cloud readiness run
34705914878](https://github.com/paperclipai/paperclip/actions/runs/34705914878),
the five serialized shards spent 479, 371, 322, 390, and 365 seconds
running tests. The recovery suite had a 55-second estimate but now takes
about 156 seconds including process overhead.

**Proposed behavior**

Use fresh per-suite measurements with the existing deterministic
duration balancer. Applying the same measured costs to the new
assignment gives 385, 385, 386, 385, and 385 seconds. This predicts
about 93 seconds less waiting for the slowest shard, before runner/setup
overhead. Live CI will confirm the result.

**Reason and benefit**

Use the existing runners more evenly. No extra runner, test parallelism,
cache, timeout, or routing change is needed.

**Breaking changes**

Suite-to-shard assignments change. The full suite set, assertions, and
per-suite process isolation stay the same.

**Additional context**

Searched related CI and shard PRs. This updates the existing duration
manifest, without duplicating a pending sharding implementation.

## What Changed

- Refresh all 145 serialized suite weights from the same successful
release verification run.
- Record source job IDs and the measurement method in the manifest.
Durations include process startup, imports, collection, tests, and
shutdown.

## Verification

- Passed all 30 shard and release-workflow tests: `node --test
scripts/__tests__/run-vitest-stable-shard.test.mjs
scripts/__tests__/release-verify-workflow.test.mjs`.
- Confirmed every measured suite appears exactly once across all five
source logs.
- Compared old and new assignments using the same measured weights. The
maximum fell from 478862ms to 385551ms.
- In [PR CI run
34710696242](https://github.com/paperclipai/paperclip/actions/runs/34710696242),
all five serialized jobs passed in 7m05s–7m27s including setup. The
measured assignment is now balanced in a live run.
- The same run passed full typecheck, all grouped tests, native
verification, build, release dry run, and browser checks. Local
full-suite verification on this base was limited by disk exhaustion;
local typecheck and targeted shard tests passed.
- Latest-head Greptile is 5/5 with no open findings. Every current-head
CI check must be green or intentionally skipped before merge.

## Risks

- Individual durations vary with load and future test changes. These
estimates affect assignment only; missing or renamed suites receive the
existing median weight.
- Both PR and release verification read this manifest, so both receive
the new assignments. Each suite still runs in its own serialized Vitest
process.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-12 11:36:20 -07:00
Devin FoleyandPaperclip d2e940f4c1 ci: run release Runner protocol and Rust checks in parallel (#13326)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud deploys verified images from merged source commits.
> - Cloud readiness waits for every release verification check.
> - Runner verification currently runs long TypeScript tests before Rust
checks.
> - These checks can run on independent runners with their own build
directories.
> - This PR runs them in parallel while preserving all checks and the
shared dependency cache.

## Linked Issues or Issue Description

Refs #13194. Related prior work: #13142 and #13259. A search found no
duplicate parallel release-check change.

**What existing behavior does this improve?**

Time from merge to Cloud source verification and deployment readiness.

**Current behavior**

Recent successful runs take roughly 13 minutes from merge to deployable.
In run 34705914878, Runner verification took 11m23s. Protocol tests
finished before Rust tests and API authority checks started.

**Proposed behavior**

Run protocol and Rust verification in two matrix jobs. Cloud readiness
still requires both jobs to pass.

**Reason and benefit**

Remove the serial dependency between independent checks. Expected
improvement is about 2–3 minutes on a typical cached run, until the
image build or server tests become the longest job. This is an estimate;
post-merge timing will confirm it.

**Breaking changes**

Individual release Runner job names gain a lane suffix. Cloud source and
readiness marker names stay the same. PR runner routing is unchanged.

## What Changed

- Split release Runner checks into protocol and Rust lanes. Keep every
constituent of `check:all` exactly once.
- Restore the existing Rust dependency cache in both lanes. Allow only
the Rust lane to save it after warming both build profiles.
- Add coverage and cache authorization regressions. Document the
parallel verification and single cache writer.

## Verification

- Passed 477 workflow and source-verification tests with `node --test
.github/scripts/tests/*.test.mjs
scripts/cloud-source-verification.test.mjs
scripts/__tests__/release-verify-workflow.test.mjs`.
- Passed `actionlint`, `git diff --check`, and the private AWS routing
regression suite.
- Passed local `pnpm -r typecheck` and the standalone `check:runner &&
check:api-authority` lane, including all 1,671 API tests before the
protocol lane had built TypeScript output.
- The broad local protocol run under Node 25 had four failures. The two
affected files passed under CI's Node 24.19.0: 67 passed, 6 platform
skips.
- Local `pnpm test:run` aborted when disk space ran out; local `pnpm
build` could not run afterward. These are local verification limits.
[Linux CI run
34710421424](https://github.com/paperclipai/paperclip/actions/runs/34710421424)
passed full typecheck, all grouped tests, native verification, build,
release dry run, and browser checks. Native protocol CI passed 1,986
tests, plus 1,671 API tests and the Rust suites.
- Latest-head Greptile is 5/5 with no open findings. All 33 current-head
checks are successful or intentionally skipped.

## Risks

- Uses one additional short-lived verification runner per release
verification. The existing AWS exact-master restriction remains in
place.
- The Rust lane warms debug dependencies so its cache save also serves
protocol tests. Both lanes always rebuild workspace code.
- A workflow regression could omit a check. The new coverage test
compares the matrix checks directly with `check:all`; Cloud readiness
depends on the complete reusable workflow.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-12 11:33:20 -07:00
Devin Foley a59f5a8adc fix(server): stop reporting expected managed-cloud transients to Sentry (#13323)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server reports crashes to Sentry so operators can find real
faults
> - Three expected conditions report as crashes: a client that closes
the connection mid-request, one stale pooled database socket after a
pooled endpoint recycles, and the short boot window where a supervised
cloud stack runs a new app image before its migration runner has caught
up
> - These events arrive in the hundreds and bury real errors
> - This pull request classifies each condition as expected and stops
the Sentry capture for exactly that condition, with behavior unchanged
everywhere else
> - The benefit is a Sentry feed where each event is a real fault

## Linked Issues or Issue Description

**What happened?**

Three noise classes fill the backend Sentry project on managed cloud
fleets:

1. `Error: aborted` (ECONNRESET) reports as a 500 crash when a client
closes the tab or loses its network mid-request. Observed 18 times in
one week from routine client disconnects.
2. `Error: write CONNECTION_CLOSED ...` reports from many query paths
after a pooled Postgres endpoint suspends. The existing single retry in
cloud actor resolution still fails, because a suspended endpoint kills
every pooled socket at once and the one replay draws another dead
socket.
3. `Error: PostgreSQL has pending migrations (...). Refusing to start`
reports from every supervised stack during a fleet upgrade. The
supervisor delivers the new app image before it runs the migration
runner, so each stack crash-loops briefly by design. One fleet roll
produced 329 events (11 per container).

**Expected behavior**

A client disconnect ends the request quietly. A transient dead socket is
replayed until a live socket answers. A supervised mid-upgrade boot
refusal logs and exits nonzero without a Sentry capture, while the same
refusal on a self-hosted deployment keeps reporting.

**Steps to reproduce**

1. Abort an HTTP request mid-flight: the error handler reports a crash
to Sentry.
2. Suspend a pooled Postgres endpoint under an idle server, then issue
two quick requests: the first replay can draw a second dead socket and
surface `CONNECTION_CLOSED`.
3. On a deployment with `PAPERCLIP_CLOUD_API_ORIGIN` set, add a
migration file without running the migration runner and boot: the
refusal reports to Sentry.

**Paperclip version or commit**

master (0e14c61da)

## What Changed

- `server/src/middleware/error-handler.ts`: a request abort (`Error:
aborted` with `ECONNRESET`) ends the response with status 499 and skips
crash reporting and telemetry.
- `server/src/middleware/auth.ts`: `retryOnTransientDbConnectionError`
replays up to twice with a short pause, so a pool-wide recycle does not
defeat the retry.
- `server/src/startup-refusals.ts`: pending migrations on a database
with applied history classify as a supervised-transient refusal
(`schema-migration-pending`). The capture skip applies only when
`PAPERCLIP_CLOUD_API_ORIGIN` is set. A wiped journal beside real tables
keeps reporting. Self-hosted behavior is unchanged.
- Tests updated and added for all three behaviors.

## Verification

- `pnpm vitest run src/__tests__/startup-refusals.test.ts
src/__tests__/cloud-tenant-transient-db-retry.test.ts
src/__tests__/error-handler.test.ts` in `server/` — 25 tests, all pass.
- The abort test asserts no `captureException` and no telemetry crash
track.
- The refusal tests pin all three classifications: never-migrated,
pending-with-history, wiped journal.

## Risks

- Low risk. The abort path only triggers on the exact `aborted` +
`ECONNRESET` pair; every other error keeps reporting.
- The refusal reclassification suppresses a capture only under a cloud
supervisor. If an operator breaks a migration runner, the supervisor's
own deploy gates surface it; self-hosted deployments still report.
- The retry widening adds at most ~150 ms before a genuine connection
fault surfaces.

## Model Used

Claude (Anthropic) — claude-fable-5 (Claude Fable 5), Claude Code
harness, extended thinking with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-09-12 11:15:43 -07:00
Devin FoleyandPaperclip 09e208c54f ci: activate shared PR dependency cache restores (#13302)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - PR checks share a repository cache budget with post-merge cloud
verification.
> - Per-PR dependency store copies consume about 700 MB each and
displace useful build caches.
> - The reviewed workflow now restores shared dependency caches without
saving PR copies.
> - The public entry point must pin an approved immutable workflow
before it can use AWS runners.
> - This PR activates the merged workflow after the runner group
accepted its exact SHA.
> - Native verification and the app build also run in parallel, as
defined in the merged workflow.

## Linked Issues or Issue Description

Refs #13300. Refs #13301.

The cache definition is merged, and its exact SHA is authorized in the
restricted runner group. This PR activates it. Its base also contains
the two synthetic fixture fixes from #13301. No duplicate activation PR
was found.

## What Changed

- Advance the `pr-trusted.yml` pin from
`03609aa6ecc9a047ed53d6b6469d8be554fbc46d` to merged commit
`44dde2dec42a22746a2f36b595acacc9ccfa1df6`.
- Update the adjacent pin comment to identify #13300 and the activated
behavior.
- Activate restore-only pnpm caching and removal of redundant Node setup
steps from #13300.
- Activate the already-merged separate native verification job, required
by the aggregate `verify` check. The app build no longer waits for
native verification inside the same job.
- Activate the merged module-boundary and source-verification checks and
explicit Runner Evalbook viewer build.

## Verification

- Passed all 505 workflow, routing, cache, sharding, and
source-verification tests.
- Passed `actionlint` for both workflow files and `git diff --check`.
- Passed the runner infrastructure's workflow routing regression tests.
- Confirmed that the gate is unchanged between the old and new workflow
definitions. The restricted runner group permits the exact merged SHA
and retains its existing workflow pins.
- Full workspace typecheck and build passed on the timeout-fix branch.
Its 107 targeted runner tests and all Linux CI groups passed. The broad
local Mac test command had 15 unrelated permission and
missing-skill-path failures, documented in #13301; it stopped before
later groups.
- [Current-head CI run
34662664879](https://github.com/paperclipai/paperclip/actions/runs/34662664879)
passed. All 33 checks are green or intentionally skipped at
`ded4f1d093644b9279cdf56457f69a196fcf8cc2`. Greptile is 5/5, with no
unresolved findings.
- The live build restored the master pnpm cache, downloaded the resolved
lockfile artifact, and completed a frozen install. It had no
dependency-cache upload step. GitHub reports zero cache entries for this
PR. Native verification and the app build started together and both
passed.
- [Post-merge cloud readiness for
#13301](https://github.com/paperclipai/paperclip/actions/runs/34662389233)
passed all 30 jobs in 12m42s from merge. Native verification restored
the master Rust cache and passed the formerly failing fixtures.

## Risks

A new PR-only dependency can require a download until a master cache
contains it. The new pin also activates the merged workflow changes
listed above, so the live PR must pass all checks. The repository
storage cap is still 10 GB; this PR does not increase it. No allowlist
or runner permission logic changes.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-11 18:05:36 -07:00
Devin FoleyandPaperclip 5cc7784986 test: remove cold executable reads from runner integrity deadlines (#13301)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native runner protocol tests verify that invalid authenticated input
fails closed.
> - Cloud readiness requires those tests to pass before a source commit
can deploy.
> - Two test fixtures hash the host Node executable twice even though
its process launcher is synthetic.
> - Cold reads of a large Linux executable consume time unrelated to
protocol failure handling.
> - This PR gives both synthetic runner fixtures tiny real artifacts and
keeps their existing deadlines.
> - Real authentication, encrypted frames, and request and notification
failures remain covered.

## Linked Issues or Issue Description

**What happened?**
Cloud readiness repeatedly failed in `DurablePrpControlPlane > promptly
fails the real transport request and notification paths on authenticated
bad semantic input (throwing observer: false)` with `Test timed out in
5000ms`. The image built, but the failed source check prevented
deployment. See runs
[34656885170](https://github.com/paperclipai/paperclip/actions/runs/34656885170)
and
[34657111560](https://github.com/paperclipai/paperclip/actions/runs/34657111560).

The first case took 5.6–11.4 seconds; the following case took about 0.4
seconds. The original test reads and hashes `process.execPath` once
itself and once through the real transport. The Node executable is
122,678,944 bytes in the local Linux Node 24 container, versus 68,672
bytes on the development Mac. Instrumented Mac runs pass; cold
executable reads are a likely cause of the CI-only timeout.

**Expected behavior**
The deadline should measure real protocol rejection and consumer
failure, without reading a large unrelated executable as test fixture
data.

**Steps to reproduce**
1. Run the named test with the real transport and synthetic process
launcher.
2. For a deterministic probe, inject a six-second delay into the first
`readFileSync(process.execPath)` call.
3. The original test exceeds its existing five-second deadline. Both
cases pass after this change because neither reads the host executable.
The probe is temporary instrumentation, not part of this commit.

**Paperclip version or commit**
f12b647ae; the same failure also occurred on a38ccf997 and 9031516a7.

**Deployment mode**
Cloud readiness in GitHub Actions on Linux AWS runners. No duplicate
open PR found after searching runner timeout and durable PRP changes.

## What Changed

- Write a 26-byte synthetic runner artifact inside each existing
temporary test directory.
- Bind both the real authority and test client to that artifact's actual
SHA-256 digest.
- Retain synthetic process launchers, real wire exchange, all observer
and composed-runtime cases, integrity assertions, cleanup, and existing
five- and fifteen-second timeouts.

## Verification

- Passed all 107 tests across
`src/control-plane/durable-prp-control-plane.test.ts` and
`src/drivers/codex/codex-protocol-integrity.test.ts` using the package
Vitest configuration.
- With a temporary six-second host-executable read delay, the original
case times out. Both fixed cases pass in 235 ms combined under the same
fault injection.
- Passed `git diff --check`.
- Full workspace typecheck and build passed. The full local test command
stopped after the general server group: 10,694 tests passed and 15
failed. Thirteen failures involve macOS directory rename permissions in
the skill-cache suites. Two failures involve a missing local AgentMail
skill path. Later groups did not run in that local invocation. The
targeted runner tests passed; all Linux CI test groups passed.
- [Current-head CI run
34661107658](https://github.com/paperclipai/paperclip/actions/runs/34661107658)
passed. All 32 checks are green or intentionally skipped at
`e7053594e647fd8e9b71fc569cab6b7a3e9cd210`. Native runner verification
passed in 15m25s. Greptile is 5/5 on that head, with no unresolved
review findings.

## Risks

Low risk: this changes test fixture data only. The launcher never
executes the file. Artifact hashing and authentication still use real
bytes. Protocol behavior and existing test deadlines do not change. The
current Linux CI run passed both fixtures and the full native runner
verification. Further post-merge runs will test repeatability.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 (targeted runner tests;
full local suite limitations are listed above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 17:39:57 -07:00
Devin FoleyandPaperclip 44dde2dec4 ci: reuse dependency caches without per-PR uploads (#13300)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud releases wait for source verification before deployment.
> - That verification reuses compiled Rust dependencies to finish
sooner.
> - PR jobs save large pnpm stores under separate merge refs and
different lockfile keys.
> - Those copies compete with master build caches for the repository's
10 GB cache limit.
> - This PR makes PR dependency caches restore-only and reuses
master-compatible keys.
> - A separate pin update will activate the reviewed workflow.

## Linked Issues or Issue Description

**What happened?**
PR merge refs accumulated roughly 700 MB copies of the same pnpm store.
Master Rust caches disappeared, and Cloud readiness run
[34656098157](https://github.com/paperclipai/paperclip/actions/runs/34656098157)
rebuilt dependencies after cache misses. The repository currently has a
10 GB limit. GitHub rejected a request for 50 GB; that setting needs
separate organization/billing access.

**Expected behavior**
PR jobs should reuse downloaded packages without evicting post-merge
compilation caches through duplicate uploads.

**Steps to reproduce**
1. Run several PRs while the checked-in lockfile needs policy
regeneration.
2. Compare the setup-node keys in PR jobs and master jobs.
3. List Actions caches by ref, key, and archive size. The PR keys repeat
across merge refs.

**Paperclip version or commit**
f12b647ae, before this change.

**Deployment mode**
GitHub Actions, with GitHub-hosted and allowlisted AWS PR runners.

Refs #13267 (empty pnpm store prevention). Searched open issues and PRs
for pnpm cache duplication and found no duplicate implementation. This
change leaves the paused capacity documentation PR #13280 alone.

## What Changed

- Replace setup-node cache writes with pinned `actions/cache/restore` in
all seven PR install job definitions.
- Restore against the checked-in lockfile before downloading the
regenerated policy artifact. Keep every install frozen against that
artifact.
- Allow an OS/architecture-specific pnpm fallback and disable automatic
setup-node caching.
- Remove dependency-store caching from the resolution-only policy job.
- Add eight regression tests, update the existing stacked-lockfile cache
assertion, and document cache behavior and storage settings.

## Verification

- Passed 505 workflow, routing, cache, and source-verification tests:
`node --test '.github/scripts/tests/*.test.mjs'
scripts/__tests__/e2e-shard.test.mjs
scripts/__tests__/run-vitest-stable-shard.test.mjs
scripts/__tests__/release-verify-workflow.test.mjs
scripts/cloud-source-verification.test.mjs`.
- Passed `actionlint .github/workflows/pr-trusted.yml` and `git diff
--check`.
- The AWS routing gate is unchanged. Author, event sender, and rerun
actor must still be allowlisted.
- This definition PR does not change the active `pr.yml` pin. After
review and merge, authorize its immutable merge SHA additively and
activate it in a separate PR. Verify a populated restore and no cache
uploads in an allowlisted PR.
- All 32 checks passed or were intentionally skipped on
`44b31eca590f61b75cae646de43c491b6c4deae7`, including full native Runner
verification, application build, server/workspace tests, and browser
shards. Current-head Greptile is 5/5 with no findings. No application
code changes in this PR.

## Risks

- New dependencies present only in a PR may download again on each run
until master saves a cache containing them. Frozen installation remains
the source of dependency resolution.
- Missing or expired stores fall back to normal package downloads.
- Existing PR copies remain until expiry or a separate targeted cleanup.
No cache entries are deleted here.
- The workflow only takes effect after the separate immutable pin
rotation. Storage billing settings are not changed by this PR.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-11 17:31:15 -07:00
Devin FoleyandPaperclip 37d7dfb0e3 ci: allow dependency changes in cloud eval verification (#13286)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud deployment requires source verification for the exact merged
commit.
> - Contributor PRs leave lockfile updates to a separate bot PR.
> - Most release checks can refresh an outdated lockfile while
installing dependencies.
> - Two Runner checks still require a frozen lockfile and fail after
dependency changes.
> - This PR gives those checks the same install policy as the other
release checks.
> - A valid dependency change can become deployable without waiting for
another merge.

## Linked Issues or Issue Description

Refs #13257. The dependency change in #13256 exposed this gap. The
separate lockfile update is #13279. Related #12115 addresses the bot PR
check trigger; this PR fixes exact-source cloud verification itself.

**What happened?**

[Cloud readiness for
2083bf6](https://github.com/paperclipai/paperclip/actions/runs/34651761811)
failed in the Runner scorer and chaos jobs with
`ERR_PNPM_OUTDATED_LOCKFILE`. The commit added `svix` to server
dependencies. The tracked lockfile still describes the previous
manifest. The other release checks install with `--no-frozen-lockfile`.

**Expected behavior**

Every source check installs and tests the same checked-out commit. A
pending bot lockfile PR must not block cloud readiness.

**Steps to reproduce**

1. Check out master commit 250deab, which retains the manifest/lockfile
mismatch.
2. Run `pnpm install --ignore-scripts --frozen-lockfile`. It fails with
the same outdated-lockfile error.
3. Run `pnpm install --ignore-scripts --no-frozen-lockfile
--resolution-only`. It succeeds.
4. Restore the generated lockfile. This PR does not commit it.

## What Changed

- Use `--no-frozen-lockfile` in the release Runner scorer job.
- Use the same option in the reusable Runner chaos workflow.
- Document why cloud source checks allow a job-local lockfile refresh.
- Update the existing Runner scorer workflow assertion to match its
install policy.

## Verification

- All 457 workflow tests pass across `.github/scripts/tests/*.test.mjs`
and `scripts/__tests__/release-verify-workflow.test.mjs`.
- `actionlint` passes for both changed workflows.
- Reproduced the frozen install failure against the real tracked
manifest and lockfile. The refresh command passes in 4.6 seconds.
- `git diff --check` passes. No lockfile changes remain.
- No application source changes. Full local application typecheck,
build, and test commands were not rerun in this dependency-free workflow
worktree. Current-head GitHub CI must pass before merge.
- After merge, verify both affected jobs pass on the exact master source
even if the lockfile bot PR remains pending.

## Risks

pnpm can resolve allowed dependency ranges when a manifest outgrows the
tracked lockfile. This matches the existing release install policy. The
resulting lockfile stays in the job workspace. Verification commands and
runner routing are unchanged. The security reviewer explicitly accepted
this existing dependency-policy tradeoff for both jobs after reviewing
repository policy and the source/authorization checks. A future shared
immutable dependency artifact would improve reproducibility across jobs.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] Local verification passes: all 457 workflow tests, actionlint, and
the stale-lockfile reproduction described above.
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 15:56:21 -07:00
Devin FoleyandPaperclip 1c4bcff2b1 fix(test): await issue lock before retry race assertions (#13273)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Retry decisions must respect changes to an issue owner.
> - Database tests verify this with two concurrent transactions.
> - The test started the competing operation before its fixture held the
lock.
> - That race can fail a correct source verification run and block
deployment.
> - This PR waits for lock acquisition before starting the competing
operation.

## Linked Issues or Issue Description

Refs #13257 for the deployment verification work that exposed this test
race. No duplicate fix was found.

**What happened?**

[Cloud verification job
103424158921](https://github.com/paperclipai/paperclip/actions/runs/34648268409/job/103424158921)
failed because the test did not observe a concurrent issue-row lock
waiter. The fixture and retry operation both started without an ordering
guarantee.

**Expected behavior**

The fixture must hold the issue lock before the competing retry
operation starts. The test must still prove that the retry waits for the
lock and observes the reassignment.

**Steps to reproduce**

1. Add a temporary 50 ms delay before the fixture acquires the issue
lock.
2. Run the promoteOrCancelDueRetry issue-lock test.
3. The original fixture fails with the same missing-waiter error as CI.
4. The synchronized fixture passes with that delay. The delay is not
part of this PR.

## What Changed

- Separate fixture readiness from its transaction completion promise.
- Wait for readiness at both callers before starting the retry decision.
- Propagate transaction failure during setup through Promise.race.

## Verification

- The original fixture fails under the temporary delayed-lock probe. The
fixed fixture passes the same probe.
- All 31 tests in
server/src/modules/run-dispatch/adapters/postgres.test.ts pass after
removing the probe.
- The real concurrent waiter, lock-order, and reassignment assertions
remain intact. No timeout was increased.
- Full local typecheck and build pass (221s and 50s). The full local
test command stopped in its server phase after 10,610 passes, 65 skips,
and 14 failures: 13 existing macOS skill-cache rename/permission
failures and one unchanged Telegram test assertion. The Telegram test
passes in a focused rerun. Later local phases did not run after that
failure. Current-head Greptile is 5/5 with no findings. All 32
current-head checks pass, including full Linux typecheck, build, native
verification, server suites, browser suites, and canary packaging. The
unchanged GitHub browser mock assertion passed its single failed-shard
retry.
- git diff --check passes.

## Risks

- Only test synchronization changes. Production database behavior is
unchanged.
- Awaiting the transaction itself during setup would deadlock the test.
Returning the completion promise inside an object avoids that problem.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 — all 31 database adapter
tests pass; full local verification limits are disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 15:29:16 -07:00
Devin FoleyandPaperclip 19c76bfc3f fix(ci): avoid empty pnpm caches from lockfile refresh (#13267)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - CI installs dependencies before it verifies and builds cloud
artifacts.
> - Install jobs share a pnpm package-store cache with lockfile refresh.
> - Lockfile refresh resolves versions without downloading packages.
> - That job saved an empty cache before full install jobs could save
theirs.
> - This PR prevents lockfile refresh from publishing that empty entry.
> - Full install jobs can then populate the cache and reuse
dependencies.

## Linked Issues or Issue Description

Refs #13259 for the related cloud verification cache work. No duplicate
empty-cache fix was found.

**What happened?**

Refresh Lockfile run 34517514932 saved a 216-byte default-branch pnpm
cache at 18:58:08 UTC on September 10. Full install jobs still restore
that empty entry. The cache API reports 216 bytes for master and about
703 MB for populated entries with the same key and cache version in PR
scopes.

**Expected behavior**

A job that installs dependencies should populate the shared
package-store cache.

**Steps to reproduce**

1. Run lockfile refresh with a new lockfile cache key.
2. Its resolution-only command leaves the package store empty.
3. The Node action saves the empty archive before a full install
finishes.
4. Later jobs report a cache hit but download packages again.

**Paperclip version or commit**

Observed on master 6728e133f8 and still
present at a23ae894a5.

**Deployment mode**

GitHub Actions cloud verification and release workflows.

## What Changed

- Disable package-manager caching in Refresh Lockfile.
- Document how to remove the existing empty default-branch entry and
verify a populated replacement.
- Add regression coverage for explicit and automatic package-manager
cache selection in a resolution-only job.

## Verification

- actionlint and git diff checks pass.
- All 175 existing workflow-script tests pass. Both new regression cases
pass and fail against the original workflow, covering the explicit pnpm
cache and automatic npm cache paths. This change adds no application
behavior.
- [The cache creator
job](https://github.com/paperclipai/paperclip/actions/runs/34517514932/job/103006542158)
logs a 216-byte upload under the same key still used by cloud
verification.
- The batch-wide local full typecheck and build passed. The local full
test run reported 10,600 passed, 65 skipped, and 13 permission failures
in unchanged runtime-skill suites. These checks were not repeated in
this dependency-free worktree. Current-head Linux CI passes. The
unchanged chat and browser suites passed on their single retry; all
final checks are green. Greptile is 5/5 with all threads resolved.
- After merge, delete only the existing empty master cache entry. Verify
that a master install saves a populated archive and subsequent jobs
reuse packages. Measure the net install-time change before claiming a
latency gain.

## Risks

- Lockfile resolution can require fresh registry metadata. It does not
need a cached package store.
- The existing empty cache must be removed once; this change prevents
its recreation by this workflow.
- Cache benefits vary with download speed and archive extraction time.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 — focused workflow checks
pass; the batch-wide local test limitation is disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 14:35:28 -07:00
Devin Foley 778ac33308 feat: accept a base64-encoded Cloud UI snippet (#13245)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip Cloud instances can inject a trusted operator HTML snippet
before `</body>` in served UI pages (#13168)
> - Operators deliver env vars to managed instances through
hosting-provider APIs
> - Web application firewalls in front of those APIs reject request
bodies that contain raw `<script` markup
> - The snippet value always contains a script tag, so the firewall
blocks its delivery every time
> - This pull request adds `PAPERCLIP_CLOUD_UI_SNIPPET_B64`, which
carries the same snippet as standard base64
> - The benefit is that operators can ship the snippet through
WAF-fronted delivery pipelines without firewall exceptions

## Linked Issues or Issue Description

Refs #13168 (introduced the Cloud UI snippet).

**Subsystem affected**

Server UI shell serving: `server/src/cloud-ui-snippet.ts`, used by
`static-index-html.ts` and `app.ts`.

**Current behavior**

`PAPERCLIP_CLOUD_UI_SNIPPET` is the only way to configure the Cloud UI
snippet. The value is raw HTML. Delivery pipelines that write env vars
through provider APIs can fail to deliver it: web application firewalls
classify a request body that contains `<script` as an injection attempt
and block it. Verified against Railway's GraphQL API, which sits behind
Cloudflare: a variable value with a bare `<script></script>` returns
HTTP 403 before authentication, and JSON unicode escapes (`<script`) do
not bypass the block. The snippet is exactly the kind of value that
always contains a script tag, so such pipelines cannot deliver it at
all.

**Proposed behavior**

A new optional `PAPERCLIP_CLOUD_UI_SNIPPET_B64` carries the same snippet
as standard base64 of the UTF-8 HTML. The server decodes it and injects
the result through the existing path. The plain variable wins when both
are set. Whitespace and line wrapping in the value are tolerated. A
value that is not canonical base64, or that decodes to blank, is ignored
instead of injected as garbage.

**Reason and benefit**

Operators can deliver the snippet through WAF-fronted APIs without
requesting firewall exceptions. Base64 contains no markup, so the
firewall has nothing to match. Existing deployments see no behavior
change.

**Breaking changes**

None. The new variable is optional. The existing variable is unchanged
and takes precedence.

## What Changed

- `server/src/cloud-ui-snippet.ts`: resolve the snippet from
`PAPERCLIP_CLOUD_UI_SNIPPET` first, then from base64-decoded
`PAPERCLIP_CLOUD_UI_SNIPPET_B64`; ignore non-canonical or blank-decoding
values.
- `server/src/__tests__/cloud-ui-snippet.test.ts`: cover
decode-and-inject, plain-wins precedence, whitespace tolerance,
invalid/blank values, and the self-hosted no-op.
- `doc/cloud-ui-snippet.md`: document the variant, how to produce the
value, and the ignore rules.

## Verification

- `pnpm vitest run server/src/__tests__/cloud-ui-snippet.test.ts
server/src/__tests__/static-index-html.test.ts` — 13 tests pass.
- `tsc --noEmit` in `server/` passes.
- Manual check: on a Cloud-managed instance, set
`PAPERCLIP_CLOUD_UI_SNIPPET_B64="$(base64 < snippet.html)"`, restart,
open `/`, and confirm the decoded snippet appears before `</body>`. On a
self-hosted instance, confirm no snippet is injected.

## Risks

Low risk. The injection path and the Cloud-managed gate are unchanged. A
malformed base64 value is ignored, so the failure mode is a missing
widget, not corrupted HTML. The decoded value is trusted operator
configuration, the same trust model as the plain variable.

## Model Used

- Claude Fable 5 (Anthropic, `claude-fable-5`) via Claude Code CLI,
agentic workflow with tool use (code edits, test runs, and live API
verification of the WAF behavior).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-11 14:13:11 -07:00
Devin FoleyandPaperclip bc68312327 ci: use reserved AWS capacity for post-merge cloud verification (#13257)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud deployments consume a verified image and exact-source
migrator.
> - An image alone is not deployable until source checks and artifact
checks pass.
> - GitHub-hosted queues delayed those checks and the final readiness
signal.
> - This PR gives trusted master work a separate concurrency allowance
on existing AWS runners.
> - Community PRs and arbitrary source inputs keep the GitHub-hosted
fallback.

## Linked Issues or Issue Description

Refs #13243.

**What existing behavior does this improve?**
Time from a master merge to the Cloud deployable v1 signal.

**Current behavior**
For merge d0b7ba4, the image was available after 7m 42s, but readiness
took 16m 05s. Typecheck queued for 6m 40s and the final readiness job
queued for 1m 46s.

**Proposed behavior**
Allow up to 36 concurrent post-merge verification and migrator jobs on
the existing four-vCPU, 16-GiB AWS runners. Workers launch on demand and
terminate after their job; no always-on worker pool or AWS Reserved
Instance purchase is introduced. Keep the combined runner ceiling
unchanged. A separate operator switch enables this route only after the
restricted runner group and Fleet exist.

**Reason and benefit**
Remove GitHub-hosted queue delays from the cloud deployment path. The
gain depends on queue pressure and which remaining job finishes last;
the observed queues are not additive savings.

**Breaking changes**
None to source verification or readiness contracts. Paid routing is
limited to canonical master push/manual events, with exact source checks
on reusable and migrator jobs.

## What Changed

- Route source verification, artifact waiting, dispatch, and readiness
jobs to the separate post-merge Fleet when enabled.
- Require source inputs to match the event's master SHA. Preview inputs
and raced older migrator dispatches stay GitHub-hosted.
- Keep npm publication on GitHub-hosted runners for trusted publishing.
- Bound AWS job timeouts below the 45-minute instance lifetime.
- Document activation, capacity reservation, and rollback.
- Exercise each actual runner selector against allowed and rejected
event/source combinations.

## Verification

- 268 routing and timeout cases pass, including unapproved PR, fork,
branch/tag, arbitrary ref, and disabled-switch cases.
- All 461 focused workflow, preview, and readiness tests pass. The 284
routing/preview cases also pass after the review fixes.
- actionlint passes for changed workflows with the existing
SC2012/SC2016/SC2129 warnings excluded.
- Full local typecheck and build pass (167s and 206s). `pnpm test:run`
completed: 10,600 passed, 65 skipped, and 13 failed in the unchanged
company-skills-service/runtime-skill-cache suites with local filesystem
permission errors. Linux CI is the required test gate; this is not a
claim of a fully passing local suite. Current-head Linux CI is green,
Greptile is 5/5, and all findings are resolved. The final Build retry
passed on a verified 60 GiB AWS runner after correcting the earlier
disk-capacity failure.
- After activation, verify a master run selects the separate group and
all readiness prerequisites pass.

## Risks

- A missing or incorrectly restricted runner group can leave eligible
jobs queued. Enable the switch only after Fleet and group verification.
- PR bursts have 64 slots after reserving 36 for post-merge work. The
image Fleet retains eight, for the same 108-runner total.
- A migrator dispatch racing a newer merge uses GitHub-hosted runners.
This preserves source trust but can retain some queue delay.
- Roll back placement by disabling AWS_POST_MERGE_CI_ENABLED and
rerunning the whole workflow.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. The exact serving model ID and context window are not exposed
by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 — focused change tests
pass; full-suite local permission failures are disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 14:13:01 -07:00
Devin FoleyandPaperclip a23ae894a5 ci: cache Rust dependencies used by post-merge typecheck (#13259)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud images become deployable only after source verification
passes.
> - The typecheck job builds the native Runner binary through the server
package.
> - Fresh runners repeatedly compile Rust dependencies for that binary.
> - This PR caches those dependencies for exact-source master
verification.
> - Workspace code and every typecheck still rebuild or run as before.

## Linked Issues or Issue Description

Refs #13243 and #13257.

**What existing behavior does this improve?**
The typecheck portion of post-merge cloud source verification.

**Current behavior**
The typecheck job has no Rust dependency cache. An observed release
build in this job took 4m 13s, including dependency compilation.

**Proposed behavior**
Restore dependency build outputs for canonical master pushes with the
exact source SHA. Use a separate cache key from the Runner verification
job, which builds other profiles.

**Reason and benefit**
A warm cache should remove roughly 2–3 minutes of dependency compilation
from this job. Overall deployment gains depend on the remaining critical
path. The first cache population still compiles from scratch.

**Breaking changes**
None. All checks remain enabled. Non-master callers compile without
restoring or saving this cache.

## What Changed

- Select the pinned Rust toolchain before the typecheck cache lookup.
- Reuse the existing pinned Rust cache action with a typecheck-specific
key.
- Exclude workspace crates and installed cargo executables.
- Test restore/save trust boundaries and document cache behavior.

## Verification

- All workflow script tests pass locally, including nine new cache
trust/contract cases.
- actionlint passes for release-verify.yml.
- Full local typecheck and build pass on the same source base (167s and
206s); `pnpm test:run` is still running and is recorded with #13257.
This PR changes only the workflow, cache guard tests, and documentation.
- All 32 current-head checks are successful or intentionally skipped,
including the complete Linux test matrix, build, and Greptile 5/5 with
no unresolved findings. Verify cache population and subsequent restore
on actual master runs.

## Risks

- The first run and any toolchain/dependency invalidation compile from
scratch.
- Cache restore/save overhead reduces the benefit for small dependency
graphs.
- Disable the cache step to roll back; the existing uncached build
remains valid.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, and code
execution. Exact serving model ID and context window are not exposed by
this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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 — focused change tests
pass; full-suite local permission failures are disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 13:15:06 -07:00
Devin FoleyandPaperclip d0b7ba4194 ci: route approved master cloud builds to AWS (#13243)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud deploys images built from master commits.
> - Cloud image builds share GitHub-hosted capacity with other
workflows.
> - The organization already operates AWS runners through RunsOn Fleet.
> - This pull request allows approved master builds to use a dedicated
cloud Fleet.
> - The benefit is separate build capacity with a quick operator
rollback.

## Linked Issues or Issue Description

Refs #13189, #13192.

**What existing behavior does this improve?**

Placement of the Docker cloud build after a master merge.

**Current behavior**

Every Docker cloud build uses a GitHub-hosted runner. Busy periods delay
the job.

**Proposed behavior**

An operator variable enables the approved cloud Fleet for canonical
master pushes and manual master builds. Other events, refs, and
repositories use GitHub-hosted runners.

## What Changed

- Add a guarded AWS runner selector to the Docker cloud job.
- Keep the existing image cache, verification, and publication steps.
- Test the selector against master, branch, tag, PR, fork, and disabled
contexts.
- Document provisioning requirements, placement checks, and rollback.

## Verification

- 29 focused Node tests pass for routing, readiness, and disk handling.
- The full workflow-script Node suite passes.
- `pnpm -r typecheck` passes locally.
- The pinned PR routing regression suite passes. The first live PR run
assigned 21 jobs to the approved AWS PR group. AWS then reclaimed 16
Spot instances. The failed run is being repeated on GitHub-hosted
runners while the Fleet moves to On-Demand.
- Actionlint passes with existing shellcheck findings excluded (SC2012,
SC2016, SC2129).
- `git diff --check` passes.
- Greptile reports 5/5 on commit
`764d505a41dd2023751c3f361906fa9ea35bf0c6`, with no review threads.
- All 30 current-head CI checks pass, including typecheck, build, all
server/workspace test shards, Runner verification, and browser tests.
Two Storybook checks are intentionally skipped for this change. Run:
https://github.com/paperclipai/paperclip/actions/runs/34630550799
- The broader local test/build sequence is still running. This Mac has
reported failures in unchanged application suites; their complete Linux
CI shards pass. Local targeted workflow tests and typecheck pass.
- Both On-Demand Fleets are deployed and healthy. Live master
cloud-build verification follows the merge.

## Risks

- Missing Fleet capacity or runner-group authorization can leave an AWS
job queued. Disable `AWS_CLOUD_BUILDS_ENABLED` and rerun the workflow to
use GitHub-hosted capacity.
- The runner group must restrict access to this repository and the
master version of `docker-cloud.yml`.
- Docker needs more disk space than the PR Fleet. Provision 120 GiB
disks and retain the free-space check.
- This changes image build placement only. Source verification and
migrator publication remain separate prerequisites.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, tool use, and code
execution. The exact serving model identifier and context-window size
are not exposed by this environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My 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>
2026-09-11 11:15:55 -07:00
Devin FoleyandPaperclip 4fde92107e fix(ci): reuse cloud source verification for npm canaries (#13233)
Reuse the exact master source-verification result before npm canary publication, removing a duplicate verification matrix while preserving fail-closed release checks.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-11 09:26:26 -07:00
Devin FoleyandPaperclip 974949a39b ci: spread cloud server verification across ten runners (#13227)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud waits for source verification before deploying a new image.
> - The slowest server verification job spends about ten minutes running
tests.
> - Each job uses one test worker to preserve test isolation.
> - This pull request distributes those suites across ten standard
hosted runners.
> - The benefit is a shorter verification path with the same test
coverage.

## Linked Issues or Issue Description

**Current behavior**

In [readiness run
34572340764](https://github.com/paperclipai/paperclip/actions/runs/34572340764),
the slowest server job ran for 638 seconds. Test execution used 594
seconds. This held readiness behind the image job.

**Proposed behavior**

Use ten general server jobs in the reusable release verification
workflow. Keep the three chat jobs and every existing prerequisite. The
complete partition test verifies that no server suite is omitted or
duplicated.

**Reason and benefit**

Reduce merge-to-deployable time on the existing runner type. The next
longest prerequisite was Runner verification at 526 seconds, so the
initial expected total gain is about two minutes rather than a halving
of readiness time. Measure actual queue and execution time before
claiming a result.

Related: #13198 introduced the separate chat lane. #12577 refreshes
duration estimates; this change leaves that manifest alone.

## What Changed

- Increase the general server matrix from five jobs to ten.
- Verify the ten-way partition covers the complete server suite when
combined with the chat lane.
- Document runner demand and the unchanged local and PR grouping.

## Verification

- `node --test scripts/__tests__/release-verify-workflow.test.mjs
scripts/__tests__/run-vitest-stable-shard.test.mjs`: 29 passed.
- `actionlint .github/workflows/release-verify.yml`: passed.
- Full local `pnpm -r typecheck` and `pnpm build`: passed.
- All latest-head GitHub CI checks passed, including the complete Linux
test partition, build, typecheck, and browser gates. Greptile: 5/5 with
zero open findings.
- [Ten-shard timing
probe](https://github.com/paperclipai/paperclip/actions/runs/34606772388):
all 16 jobs passed; slowest server job 6m 23s versus 10m 38s in the
earlier five-shard sample. This compares the server lane, not total
readiness, and is not a controlled same-source A/B.
- The full local `pnpm test:run` is also running. It has reproduced
previously observed macOS-only failures in unchanged skill-cache and
native-session suites; the corresponding Linux CI suites passed. Final
local results will be attached separately. No affected-workflow test
failed.

## Risks

Five additional concurrent jobs per release verification run increase
runner demand and repeated setup work. Queueing can offset the gain.
Test workers, timeouts, permissions, and readiness requirements stay
unchanged. Revert the matrix and its partition test to restore the
previous split.

## Model Used

OpenAI GPT-6 / Codex, with reasoning, tool use, and code execution. The
exact serving model identifier and context-window size are not exposed
by this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run the affected workflow tests locally and they pass;
full-suite macOS limitations are disclosed above
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 07:22:03 -07:00
Devin FoleyandPaperclip 932c8bec56 fix(ci): bake the managed runtime identity into cloud images (#13210)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed deployments start from the image built by the Cloud
workflow.
> - The managed runtime requests user and group 1001.
> - The image currently builds the node user as 1000.
> - Startup must remap that user, which can walk a large mounted home
directory.
> - This pull request uses the existing Docker build arguments to bake
user and group 1001 into Cloud images.
> - Matching the runtime identity removes that startup work and helps
avoid health-check retries.

## Linked Issues or Issue Description

Refs #13208, #1923, and #7861. Searched open and closed PRs for the
Cloud UID change. The older #7861 addresses build context and volume
ownership repair. This change uses the existing identity arguments in
the Cloud workflow and preserves ownership repair.

**What happened?**

A measured rollout had a container log `Updating node UID to 1001` after
startup. The container stayed at this step for at least 2 minutes 55
seconds before rollback stopped it. The baked node identity was 1000,
while the managed runtime requested 1001. A health check timed out and
the target required a second deployment attempt.

**Expected behavior**

Cloud images should already have the managed runtime identity. A
matching image should skip user and group remapping. Fresh or mismatched
volumes must still receive ownership repair.

**Steps to reproduce**

1. Build the current Cloud image with its default build arguments.
2. Start it with `USER_UID=1001`, `USER_GID=1001`, and a populated home
volume.
3. Observe the startup user remap before the application starts.

**Paperclip version or commit**

`fc06f7f05f42c675be71ff0927b6334405d520ed`

**Deployment mode**

Docker on managed hosts.

## What Changed

- Pass `USER_UID=1001` and `USER_GID=1001` to the Cloud image build.
- Check the pushed digest's baked identity before the entrypoint can
repair it. Then check the normal entrypoint's effective identity and
writable home before publishing the verified full-SHA tag.
- Add a workflow regression and two entrypoint cases for a matching
Cloud identity, including a mismatched volume.
- Document the runtime identity and the first-build cache cost.

## Verification

- Focused workflow and artifact tests: 27 passed.
- Entrypoint tests: 11 passed. Actionlint passed. Full local `pnpm -r
typecheck` passed. Full local `pnpm build` passed. The manual [Cloud
image
build](https://github.com/paperclipai/paperclip/actions/runs/34575473213)
passed on the exact PR head. It checked Sentry, baked and effective
identity, writable home, orphan reaping, and full-SHA publication. The
new identity check took one second. All 30 PR checks passed; the
Storybook workflow was intentionally skipped. Greptile reviewed commit
`114d408f637a0b53e2e2b1339c263779b1e4ae54` at 5/5 with no findings or
open threads.
- The full local suite for the same application source was already run
in #13205. Its macOS general-server phase had 10,471 passes and 70
failures in seven unchanged files. Those failures included missing
Runner fixtures, filesystem errors, timeouts, a port conflict, and a
load-count mismatch. After configuring Cargo and rebuilding fixtures, 37
of 38 native tests passed; one unchanged native-resume assertion still
failed. Linux PR CI passed. This change adds entrypoint tests and does
not change application code.

## Risks

- The first build must rebuild layers that depend on the base image
identity. Later builds can reuse them.
- A future managed runtime identity change must update these build
arguments and checks together.
- The Dockerfile's self-hosted defaults remain 1000. Runtime overrides
and mounted-volume ownership repair remain supported.
- The observed startup delay supports this change, but fleet timing also
includes provider startup, image pull, canary order, and retries. No
fixed end-to-end gain is claimed before a live rollout.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and tool
use. The exact serving model ID and context-window size are not exposed
in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused workflow tests;
full-suite limitations are listed above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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>
2026-09-11 00:58:27 -07:00
Devin FoleyandPaperclip fc06f7f05f fix(ci): isolate chaos verification by caller workflow (#13208)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud deployments require verified artifacts for the merged source
commit.
> - Cloud readiness and the npm release independently run the same
source checks.
> - Their shared chaos workflow used only the source ref as its
concurrency key.
> - One caller could cancel the other caller's required job for the same
commit.
> - This pull request scopes that key to the caller workflow and source
ref.
> - Both callers can finish their checks without blocking deployment
readiness.

## Linked Issues or Issue Description

Refs #13192 and #13205. Searched for related open issues and PRs; no
duplicate fix was found.

**What happened?**

The master push for `398d304e15739d1ee6105633bd8a0e42c929d33f` started
Cloud readiness and Release together. GitHub cancelled the Cloud
readiness chaos job before it acquired a runner. Its annotation reported
a higher-priority waiting request for the same concurrency group. The
required readiness gate cannot pass after that cancellation.

**Expected behavior**

Cloud readiness and Release must each finish source verification for the
same SHA. Standalone chaos evals must also have a separate group.

**Steps to reproduce**

Merge a commit to master while the npm release queue is empty. Both
callers reach the reusable chaos workflow with the same source SHA. See
[the cancelled
job](https://github.com/paperclipai/paperclip/actions/runs/34569569760/job/103168603926).

**Paperclip version or commit**

`398d304e15739d1ee6105633bd8a0e42c929d33f`.

**Deployment mode**

GitHub Actions on master.

## What Changed

- Add the caller workflow name to the chaos workflow concurrency group.
Retain source isolation and cancellation of duplicate calls within the
same workflow.
- Add a regression test that evaluates the group for Cloud readiness,
Release, and standalone evals at the same source SHA.
- Document the concurrency boundary in the readiness runbook.

## Verification

- `node --test scripts/preview-artifacts.test.mjs
scripts/__tests__/release-verify-workflow.test.mjs` passed: 26 tests.
- The new regression test fails against the previous concurrency key and
passes with this fix.
- `actionlint -shellcheck= -pyflakes=
.github/workflows/runner-chaos-evals.yml
.github/workflows/release-verify.yml
.github/workflows/cloud-readiness.yml` passed.
- `git diff --check` passed.
- The full local typecheck passed for the same application source in
#13205. Its macOS general-server test phase had 10,471 passes and 70
failures in seven unchanged application test files: missing Cargo/Runner
test binaries, filesystem permissions, timeouts, a port conflict, and a
load-test count mismatch. Linux CI test checks passed. The full local
build passed with Cargo on PATH. This PR changes workflow configuration,
its test, and documentation only.
- All CI checks pass on the final head, including typecheck, tests,
browser suites, build, and canary dry run. Greptile is 5/5 with no open
findings. After merge, verify both callers' chaos jobs complete for the
same master SHA and record the resulting readiness time.

## Risks

- Two callers may now run chaos tests at the same time. This uses two
existing GitHub runners, which is the intended cost of independent
verification.
- Renaming a caller changes its concurrency group. The fixed prefix
keeps this child group separate from caller-level concurrency groups.
- The readiness gate continues to require every verification
prerequisite. No gate is bypassed.

## Model Used

- OpenAI GPT-6 / Codex, with reasoning, repository editing, and
command/API tools. Exact serving model ID and context-window size are
not exposed by this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (26 focused
workflow/artifact tests)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 23:59:44 -07:00
Devin FoleyandPaperclip 398d304e15 docs: measure cloud deployment through target health (#13205)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Hosted deployments need a verified image and migrator for the same
source commit.
> - The cloud readiness workflow certifies those inputs before a
deployment consumer acts.
> - Its completion time does not show when a tenant runs the new commit.
> - This pull request documents each milestone from merge through target
health and fleet completion.
> - Operators can use the evidence to find the slow stage and measure a
complete deployment.

## Linked Issues or Issue Description

Refs #13192, #13188, and #13189. Searched related issues and PRs; no
duplicate timing documentation change was found.

**Issue type**

Missing documentation.

**Where is the issue?**

`doc/cloud-build-readiness.md`, Timing and rollout.

**What's wrong?**

The timing instructions stop at the readiness job. That omits consumer
queues, artifact resolution, and target deployment. An image can be
ready while the tenant still runs an older commit.

**Suggested fix**

Record separate merge, image, readiness, canary health, and fleet
completion timestamps for the same full source SHA. Keep
preparation-only runs out of deployment results.

## What Changed

- Define the evidence needed for each merge-to-deployment milestone.
- Explain how consumer queues can hide upstream build gains.
- Require target source identity as well as health, and report
exclusions, retries, cache state, and queue conditions.

## Verification

- `git diff --check` passed.
- `node --test scripts/preview-artifacts.test.mjs
scripts/__tests__/release-verify-workflow.test.mjs` passed: 25 tests.
- Cross-checked the readiness identity and artifact prerequisites
against the current workflows and consumer contract.
- Full local `pnpm -r typecheck` passed using the session's installed
Rust toolchain. The full local test suite and subsequent build are still
running.
- All CI checks pass and Greptile is 5/5 on the exact head, with no
unresolved findings. This changes one documentation file and adds no
runtime behavior.

## Risks

- Low risk: documentation only. Timing must still use trusted run
evidence and the actual target commit. A single measured run is not a
latency guarantee.

## Model Used

- OpenAI GPT-6 / Codex, with reasoning, repository editing, and
command/API tools. Exact serving model ID and context-window size are
not exposed by this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (25 focused
workflow/artifact tests; full checks pending)
- [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>
2026-09-10 23:21:17 -07:00
Devin FoleyandPaperclip d56be3f3fc fix(ci): verify deployable cloud artifacts independently (#13192)
Verify source, build the cloud image, and wait for exact-source migrator packages concurrently. Emit Cloud deployable v1 only when every prerequisite succeeds for the merged full SHA.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 21:08:29 -07:00
Devin FoleyandPaperclip 5cc51fad06 fix(release): publish exact-source cloud migrators on merge (#13188)
Publish exact-source shared and database migrator packages for each master merge through the existing trusted Release workflow, independently of the full release and image build.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 21:07:38 -07:00
Devin FoleyandPaperclip 6a7025ebe3 ci: skip cloud runner cleanup when disk headroom is ample (#13191)
Skip cloud runner disk cleanup when both the Docker and workspace filesystems have at least 64 GiB free. Preserve the existing cleanup for low, unavailable, or invalid measurements and verify the actual shell behavior across eight scenarios.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 21:02:42 -07:00
Devin FoleyandPaperclip 5c660a32f3 ci: build cloud images independently for each merge (#13189)
Build cloud images independently for each master commit through a reusable workflow. Preserve production release dependencies and image runtime checks, and write cloud registry caches per commit with bounded ancestor imports to prevent overlapping builds from replacing each other's cache.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 20:42:18 -07:00
Devin FoleyandPaperclip 59d74b68b2 ci: cache the native Runner in a separate Docker stage (#13195)
Compile the native Runner from its complete Cargo and protocol inputs in a separate cached Docker stage. Preserve Cargo validation and generated-contract checks during the normal application build, normalize input timestamps across checkouts, and compile the isolated target in PR CI.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 20:36:55 -07:00
Devin FoleyandPaperclip 42961b6ef1 fix(ci): split release chat verification into test shards (#13198)
Split release chat verification into three validated test-line shards and balance other server suites across five runners using the measured native Runner integration cost. Retire each chat case's fixtures after assertions, preserve complete test coverage, and exercise the real shard CLI in PR tests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 20:30:30 -07:00
Devin FoleyandPaperclip 9e970df4c5 ci: cache Rust dependencies in release Runner verification (#13194)
Cache external Rust dependencies in trusted master release verification after selecting the package-owned toolchain. Keep source compilation and all validation unconditional; restrict both restore and save to the matching master push.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 20:10:36 -07:00
Devin FoleyandPaperclip 3fd556b8f6 ci: preserve weekly Docker tool cache across commits (#13190)
Keep stable Docker tool installation layers independent of application build version and commit metadata. Preserve the existing weekly tool refresh and runtime build stamp.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 20:10:31 -07:00
Devin FoleyandPaperclip 399daa1f25 ci: publish verified full-SHA cloud image tags (#13187)
Publish the full-source-SHA cloud image tag only after the pushed digest passes runtime, revision, and platform checks. This makes verified images directly resolvable by Cloud.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-10 20:10:02 -07:00
Devin Foley c5c80e1feb ci(release-verify): split server tests five ways like pr-trusted (#13185)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every master push publishes a canary through release.yml, gated by
release-verify.yml — the fleet's staging deploys and the
nightly/beta/stable chain all start from those canaries
> - release-verify splits the server test suite across three shards with
a 20-minute job cap, while pr-trusted splits the same suite across five
> - The server suite grew on 2026-09-10 and the three shards moved to
17-19 minutes; that evening every push-triggered canary run was
cancelled by the 20-minute cap mid-verify, and no canary published after
18:50 UTC
> - This pull request mirrors pr-trusted's five-way server split in
release-verify, putting shards back at the 10-15 minute range with real
headroom
> - The benefit is a canary lane that reports test verdicts instead of
dying on an infrastructure cap

## Linked Issues or Issue Description

**What happened?**

Push-triggered Release runs stopped publishing canaries on 2026-09-10.
Runs at 19:34, 22:30, and 22:37 UTC were all cancelled by "The job has
exceeded the maximum execution time of 20m0s" on a `verify_canary /
General tests (server (N/3))` shard. No canary published after 18:50
UTC, which also starves the staging fleet's continuous deploys.

**Expected behavior**

release-verify's server shards finish well inside the 20-minute cap and
runs conclude with a test verdict, as pr-trusted's five-way split of the
same suite does (10-15 minutes per shard).

**Steps to reproduce**

1. Compare server shard durations in the `verify_canary` job across
2026-09-10: 11-14 minutes in the morning, 17-19 minutes from 15:06 UTC,
over 20 minutes by evening.
2. Observe runs 34521169020, 34537798488, and 34538332689 cancelled at
the cap.

**Paperclip version or commit**

`master` at `d1ba17eec` (current tip; its canary run was one of the
cancelled ones).

## What Changed

- `release-verify.yml`: the `general-server` matrix goes from three
shards to five, byte-for-byte the shape `pr-trusted.yml` already runs,
with a comment recording why.

## Verification

- The identical five-way split runs green on every pr-trusted run (10-15
minutes per shard today, including on PRs merged this evening).
- The suite's own growth (slower chat-connector tests) is being
addressed separately; this PR only removes the artificial cliff.

## Risks

- Low risk: two more runners per verify run; no test content changes. If
shard durations regress further, the cap fires again — which is the
correct signal once shards have honest headroom.

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5),
extended thinking, tool use via Claude Code CLI.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-10 17:47:00 -07:00
Devin Foley 2585ed0550 test(server): settle three contention flakes that killed canary verifies (#13186)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every master push publishes a canary through release-verify; the
staging fleet and the nightly/beta/stable chain start from those
canaries
> - The server suite grew substantially on 2026-09-10 and now runs under
real contention in CI, where three tests assert timing properties that
only hold on an idle machine
> - Each of the three failed a release-verify canary run that day (runs
34497348802 and 34517515849), and together with the shard timeouts
(#13185) they kept any canary from publishing after 18:50 UTC
> - This pull request makes the three assertions contention-tolerant
without weakening the invariants they prove
> - The benefit is a canary lane whose verdicts reflect the code, not
the load on the runner

## Linked Issues or Issue Description

**What happened?**

Three server tests failed release-verify canary runs on 2026-09-10 under
CI load:

1. `chat-channels.integration.test.ts › returns a retryable webhook
failure when the delivery insert fails before durable receipt` — the
duplicate-redelivery request drew the retryable 503 instead of an
immediate 200 (run 34517515849).
2. `chat-channels.integration.test.ts › returns ephemeral guidance for
exact Slack controls in channels without creating tasks or actions` — a
`provider_effect` row was read before its async settlement reached
`processed` (run 34497348802).
3. `runner-connection-eval-fixtures.test.ts › resets paired attempts…` —
the fixture's `TRUNCATE companies CASCADE` was chosen as a deadlock
victim (40P01) against the helper app's own background sweeps (run
34497348802).

**Expected behavior**

Verify runs fail only for real regressions. A momentary-contention 503
on a duplicate redelivery, an in-flight settlement row, and a
deadlock-victim reset are all recoverable states the code handles by
design.

**Steps to reproduce**

Run the three tests under a loaded 3-shard release-verify split; the
timing assertions flake. Under `pr-trusted`'s lighter shards they
usually pass, which is why the PRs that introduced them were green.

**Paperclip version or commit**

`master` at `d1ba17eec`.

## What Changed

- The duplicate-redelivery assertion retries on 503 the way Slack itself
would (bounded, 250 ms apart), then asserts the 200 and the unchanged
dedup invariants: duplicate count increments, still exactly one issue.
- The channel-controls settlement read is wrapped in a bounded
`vi.waitFor`, the same pattern the file's durable-receipt paths already
use.
- The runner eval fixture retries its TRUNCATE on Postgres error 40P01,
bounded at five attempts, and rethrows anything else.

## Verification

- All three run green locally: the two chat tests via `-t` filters, the
eval fixtures file in full (6 tests).
- Each change is assertion-shape only; no product code is touched.
- Observation for a follow-up, not this PR: the chat integration file
costs ~15 s transform + ~28 s import per vitest worker before any test
executes — splitting it would give back real shard time.

## Risks

- Low risk: the retries and waits are bounded, so a genuine regression
(permanent 503, settlement that never lands, persistent deadlock) still
fails within the same timeouts as before.

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5),
extended thinking, tool use via Claude Code CLI.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-10 17:24:10 -07:00
Devin Foley 4042eb1c48 test(release-smoke): follow the connect-step source question and the first-task chat (#13166)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release pipeline promotes canary → nightly → beta → stable, and
the nightly lane is gated by the Docker release smoke, a Playwright walk
of first-run onboarding against the exact published artifact
> - Onboarding changed twice since the smoke was last updated: the
connect step now opens as a model-source question (#12796, #12801), and
the seeded first task now opens as a chat with the lead that
deliberately creates no run until the user answers (#13068)
> - The smoke still waited for an immediate "Connect" button and then
polled for an assignment-triggered heartbeat run, so it failed every
scheduled nightly since 2026-09-03 and blocked all nightly and beta
promotions
> - This pull request updates the smoke to follow the current arc: pick
the Claude source tile, press Connect, launch, then assert the seeded
chat greeting, the opening question card, and the absence of heartbeat
runs
> - The benefit is a release pipeline that can promote current master
again, with the smoke asserting the product's current contract instead
of a removed one

## Linked Issues or Issue Description

**What happened?**

The scheduled nightly lane of `release.yml` has failed every night since
2026-09-03. The `smoke_nightly / smoke` job fails in
`tests/release-smoke/docker-auth-onboarding.spec.ts` at
`expect(connectButton).toBeVisible()`. No nightly has published since
`2026.902.0-nightly.0`, so no beta can promote recent master.

**Expected behavior**

The release smoke follows the current onboarding arc and passes against
a healthy published artifact. The nightly lane promotes the newest green
canary each night.

**Steps to reproduce**

1. Run `PAPERCLIPAI_VERSION=2026.910.0-canary.5 SMOKE_DETACH=true
./scripts/docker-onboard-smoke.sh`.
2. Run `pnpm run test:release-smoke` against the container with the
previous spec.
3. The spec times out waiting for a "Connect" button. The step now shows
a model-source tile row first, and after launch the seeded task is a
chat with no heartbeat run.

**Paperclip version or commit**

Reproduced against published `paperclipai@2026.910.0-canary.5`; spec
updated on current `master`.

## What Changed

- The spec answers the connect step's model-source question: it asserts
the "Connect a model" heading, picks the Claude tile from the "Model
source" radiogroup, and only then waits for the "Connect" footer button
(#12796, #12801 rebuilt the step around that question).
- The spec replaces the assignment-run poll with the first-task chat
contract from #13068: it asserts the deterministic greeting ("Welcome to
Paperclip!"), the opening question card ("What would you like to do?"),
and that the lead has zero heartbeat runs, because launch must not wake
the assignee before the user answers.

## Verification

- Launched the CI harness locally: `scripts/docker-onboard-smoke.sh`
with `PAPERCLIPAI_VERSION=2026.910.0-canary.5` (the newest canary, the
one the next nightly would promote).
- `pnpm run test:release-smoke` against that container: 1 passed.
- The previous spec against the same container reproduces the CI failure
mode first (Connect-button wait), and after the connect-step fix, the
run-poll failure — both match the nightly logs.

## Risks

- Low risk: the change touches only the release smoke spec. If
onboarding's copy for the greeting or the question card changes, the
smoke fails loudly at that assertion, which is this suite's job.

## Model Used

- Claude Fable 5 (`claude-fable-5`), via Claude Code CLI, extended
thinking and tool use 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
- [ ] 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
2026-09-10 12:33:57 -07:00
Devin Foley daea92b647 feat(server): accept a Cloud control assertion on the task-drain endpoint (#13125)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server has a task-drain admission hold so operators can stop new
agent work and wait for quiescence before maintenance
> - Cloud deploys restart tenant containers, but the Cloud control plane
has no sanctioned credential for the drain routes, so agent runs are
killed mid-restart
> - The only Cloud credential this server trusts is the runtime identity
assertion, deliberately scoped to the one-time bootstrap health call
> - This pull request adds a disjoint, action-bound Cloud control
assertion accepted only on the task-drain endpoint
> - The benefit is that Cloud can hold new work and drain a stack before
it restarts the container, through the same authorization and audit
paths a human operator uses

## Linked Issues or Issue Description

Refs #12485 (the task-drain admission hold this makes reachable for the
Cloud control plane).

**Problem or motivation**

Cloud deploys restart the container without stopping agent work first.
The task-drain hold from #12485 exists for exactly this, but its routes
require instance-admin board authority. The Cloud control plane holds no
such credential: the runtime identity assertion is accepted only on `GET
/api/health`, by design. So in-flight runs die at every deploy.

**Proposed solution**

A second, deliberately disjoint use of the same Cloud signing key
(`PAPERCLIP_CLOUD_RUNTIME_IDENTITY_JWKS`): a control assertion with its
own JWS type (`paperclip-cloud-control+jwt`), its own audience, an
`action` claim, a request id, and a short maximum lifetime. A new
middleware accepts the `x-paperclip-cloud-control` header only on
`/api/instance/task-drain`, binds each method to one exact action
(`task-drain:read` / `task-drain:start` / `task-drain:stop`), verifies
the assertion against the configured JWKS and
`PAPERCLIP_CLOUD_STACK_ID`, and installs a synthetic instance-admin
board actor so the existing route authorization, validation,
transactional audit, and activity publishing run unchanged (audit rows
record actor id `paperclip-cloud`). The header is rejected with 400
anywhere else, so it can never become an ambient credential. The board
mutation guard exempts the new `cloud_control` source exactly like the
other non-browser lanes.

**Alternatives considered**

Widening the existing runtime identity middleware would conflate a
one-time bootstrap claim with a repeatable management credential and
weaken both. A per-stack minted instance-admin API key would work with
no auth change but adds a long-lived privileged credential per tenant to
store and rotate. The action-bound short-lived assertion keeps
authorization per-call and stateless.

**Additional context**

Self-hosted instances have no `PAPERCLIP_CLOUD_STACK_ID` and reject
every assertion — the feature is inert off Cloud. A runtime identity
token cannot replay as a control token or vice versa (disjoint `typ` and
`aud`, covered by tests). The Cloud-side caller (drain before deploy,
bounded quiescence wait) lands separately in the Cloud control plane.

## What Changed

- `server/src/services/cloud-runtime-identity.ts`:
`verifyCloudControlAssertion` plus the control
header/audience/type/action constants, reusing the existing JWKS
resolution, JWS parsing, and lifetime discipline.
- `server/src/middleware/cloud-control.ts` (new): accepts the header
only on the task-drain endpoint, per-method action binding, installs the
synthetic instance-admin actor on success, 401 on invalid assertions,
400 anywhere else.
- `server/src/app.ts`: mounts the middleware directly after the actor
middleware, so a valid assertion replaces whatever actor the request
otherwise resolved to.
- `server/src/middleware/board-mutation-guard.ts`: `cloud_control` joins
the non-browser exemptions.
- `server/src/types/express.d.ts`,
`server/src/services/authorization.ts`: `"cloud_control"` added to the
actor source unions.

## Verification

- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/cloud-control-task-drain.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/heartbeat-task-drain.test.ts
server/src/__tests__/heartbeat-scheduling-suppression.test.ts
server/src/__tests__/cloud-runtime-identity.test.ts` — 87 tests, all
passing.
- `pnpm --filter @paperclipai/server exec tsc --noEmit` reports no new
errors against the base commit's known pre-existing set.
- The new suite covers: acceptance per method, cross-action rejection,
unknown-action rejection, runtime-identity-token replay rejection,
wrong-audience rejection, wrong-stack and self-hosted rejection, expiry
and oversized-lifetime rejection, unknown-key rejection, request id
validation, endpoint containment (400 elsewhere, 400 on unbound
methods), pass-through without the header, and the mutation-guard
exemption.

## Risks

Low risk, additive. No behavior changes without the header; the header
grants nothing outside the one endpoint; each assertion authorizes one
action for at most five minutes; the existing route-level validation,
queued transitions, and audit writes are unchanged. The browser-facing
Cloud proxy strips Cloud headers, and possession of the shared
tenant-session token cannot mint an assertion (signing key never leaves
Cloud).

## Model Used

Claude (Anthropic) — Fable 5 (`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
(module doc comments carry the contract)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-10 11:56:28 -07:00
Devin Foley bce976d60d feat: bind an agent to a Codex login whose account differs from the company default (#13067)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter signs agents in to OpenAI, and a company
keeps one default Codex identity in its shared company home
> - A login with a DIFFERENT account than the company default is
deliberately kept out of the shared home — one agent's sign-in must not
switch every unbound agent's credentials — but that left the
cross-account login inert: nothing connected the agent the operator was
configuring to the credential the login stored
> - The stored credential and its company secret already exist; only the
last mile — an agent actually using them — was missing
> - This pull request reports a non-secret binding claim on the
authenticated login and lets the agent page bind that one agent's
`CODEX_HOME` to the account's secret, exactly and only when the
identities differ
> - The benefit is that multi-account Codex becomes one click on the
agent that needs it, with company-wide identity untouched

## Linked Issues or Issue Description

**What happened?**

On an agent's detail page, "Sign in with Codex" using a different OpenAI
account than the company default succeeds but changes nothing for that
agent. The credential lands in the per-identity store and a company
secret names it, but the agent keeps using the company default. The Test
keeps reporting that authentication is needed, and no repeat login
helps.

**Expected behavior**

When the operator deliberately signs an agent's page in with a different
account, that agent starts using that account. Agents that were not part
of the action keep the company default. A same-account login keeps
working through the shared company home with no per-agent pinning.

**Steps to reproduce**

1. Configure a company whose Codex home holds account A.
2. Open a `codex_local` agent's detail page with a sandbox environment
and complete "Sign in with Codex" using account B.
3. Press Test. Before this change the agent still resolves account A and
the authentication-needed check returns.

## What Changed

- `packages/adapters/codex-local` — the prerequisite shield:
`isCodexAuthCachePath` recognizes per-identity credential-store entries,
and `seedManagedCodexHome` refuses to symlink, heal, or
API-key-overwrite an entry's `auth.json`. The seeding pass runs before
every probe and execute; without the shield, an agent bound to an entry
would have its stored login silently swapped for the host credential.
Static shared config files still copy in. Rotation already survives
binding: the sandbox copy-back writes rotated credentials into the
identity-keyed store slot.
- `server` — the promotion records whether the company default home
ended on a different account than the login (any read failure degrades
to `false`, so the client can never be told to bind wrongly). After the
terminal commit, the routes layer remembers a non-secret claim — the
opaque account-home secret id plus that verdict — in a bounded in-memory
map, and merges it into the owner read of an `authenticated`
`codex_local` session. A restart drops the claim; the panel then shows
plain success.
- `packages/shared` — `CodexAccountBindingClaim` on the owner session
response. It carries no account identifier and no credential byte.
- `ui` — the login panel reports the claim upward once. The edit-mode
form binds the agent's `CODEX_HOME` to the secret and saves in one step,
only when `companyIdentityDiffers` is true. Same-account logins bind
nothing on purpose: the company-home refresh already carried them, and
an unbound agent keeps following the company default across rotations.
Create mode is unchanged.

## Verification

- Adapter suite: 381 passed, 1 skipped (includes the new store-entry
shield tests and the path-predicate cases).
- Server suites (8 files): 130 passed, 15 skipped — including two new
route tests that drive a login to `authenticated` and assert the claim
with both identity verdicts.
- UI render suite: 85 passed — including a panel test that the claim is
reported upward exactly once.
- `tsc --noEmit` clean in `packages/shared`, the adapter package, and
`ui`; `server` clean for the touched file.

## Risks

- The bind changes one agent's configuration through the normal
agent-update patch, initiated by the operator's own login on that
agent's page. The failure direction of every fallback is "offer
nothing": a missing claim, a restart, or an unreadable company home all
degrade to no bind.
- The seed shield narrows what the seeding pass may touch; homes outside
the credential store behave exactly as before, covered by the existing
seed tests.
- Builds on the sign-in credential-resolution fix (#13064), now merged;
this branch is rebased onto master and the diff contains only the
binding feature. Supersedes #13066, which GitHub auto-closed when its
stacked base branch was deleted on merge.

## Model Used

Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended
thinking, agentic tool use in Claude Code (terminal).

**Related PRs (searched; no duplicates found):** #12740, #12082, and
#9621 touch adjacent Codex credential sync paths; #8495 is the standing
hardening effort for probe auth seeding.

## 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
standalone docs cover this flow; the behavioral contracts are documented
in-line at each changed site)
- [x] I have considered and documented any risks above
2026-09-10 07:15:01 -07:00
Devin Foley 01ad858492 ci: raise the multi-arch Docker publish timeout to 120 minutes (#13114)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Docker workflow publishes the server images that all deployments
pull, including the `sha-*` images that downstream consumers deploy
> - The `build-and-push` job builds for linux/amd64 and QEMU-emulated
linux/arm64, and that build now takes more than its 60 minute job
timeout
> - Every run dies at the timeout, and each doomed hour-long run holds
the per-ref concurrency slot, so queued master pushes supersede each
other and no image publishes at all
> - This pull request raises the multi-arch job timeout to 120 minutes
> - The benefit is that image publishing works again, with headroom for
the build to grow

## Linked Issues or Issue Description

Related: #12821 replaces the QEMU-emulated arm64 build with native
runners — that is the durable fix for the build duration itself. This PR
is the immediate unblock so images publish again while #12821 lands.

No existing issue for the outage. Description follows the bug report
template:

**What happened?**

The `docker.yml` `build-and-push` job hits its 60 minute
`timeout-minutes` cap on every run. The last fully successful
`docker.yml` run was September 2. Since then almost every run ends
`cancelled`: the multi-arch build is killed at the timeout, and runs
queued behind it are superseded by newer master pushes before they can
start. The amd64-only `build-and-push-cloud` job often still succeeds
inside those cancelled runs, which masked the breakage.

**Expected behavior**

Every master push and canary tag dispatch publishes its `sha-*`
production and cloud images, and the `promote_canary_channel` job runs.

**Steps to reproduce**

Look at the runs of the Docker workflow on master: `gh run list
--workflow docker.yml --branch master`. Nearly every run since September
5 ends `cancelled` or `failure`. Open a cancelled run: the
`build-and-push` job runs for 61+ minutes and its "Build and push" step
ends `cancelled` at the job timeout. The last runs that succeeded
(September 2) took 39 to 54 minutes for the same job.

## What Changed

- Raise `timeout-minutes` on the `build-and-push` job from 60 to 120,
with a comment that explains why. The amd64-only `build-and-push-cloud`
job keeps its 60 minute cap.

## Verification

- `actionlint .github/workflows/docker.yml` reports no issues in this
change (only pre-existing info-level shellcheck notes in untouched
steps).
- Compared job durations across the last successful runs (39-54 minutes)
and the recent timeout kills (61+ minutes) to confirm the cap is the
failure cause.
- After merge, the next master push should produce a `docker.yml` run
that completes with both build jobs green.

## Risks

Low risk. The change only gives the existing build more time. A
genuinely hung build now occupies a runner for up to 120 minutes instead
of 60. The slow arm64 emulated build itself is worth a separate look
(native arm runners or splitting the platforms), but that is a larger
change than this outage fix.

## Model Used

Claude (Anthropic) — Fable 5 (`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 (no code paths changed;
workflow linted with actionlint)
- [x] I have added or updated tests where applicable (not applicable for
a CI timeout value)
- [x] I have updated relevant documentation to reflect my changes (the
workflow comment documents the rationale)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-09 14:34:45 -07:00
Devin Foley fe5e68d7a5 fix: make Codex sign-in and the environment test agree on the credential a run uses (#13064)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `codex_local` adapter signs agents in to OpenAI with a
device-code login, and the agent page has a Test button that probes the
sandbox with the credentials a real run would use
> - The login stored its credential where the Test never looked: the
company Codex home kept an old shape-valid credential, so the Test
failed with "authentication needed" right after a successful sign-in
> - The Test also staged a different Codex home than a real run
resolves, so the Test and real runs could disagree in both directions
> - This pull request makes the login, the seeding pass, and the Test
probe agree on one credential resolution
> - The benefit is that a sign-in from the agent page fixes the Test on
the next click, and a green Test means the same thing a real run
experiences

## Linked Issues or Issue Description

**What happened?**

Sign in with Codex works during onboarding but not on the agent detail
page. The operator completes the device-code login. The panel reports
success. The Test button still reports that authentication is needed. No
number of repeat logins changes the result.

Three defects combine to cause this:

1. The device-login promotion only wrote the company default Codex home
when that home held no shape-valid credential. A stale credential (for
example a symlink to an old host login) blocked the write forever, so
the fresh login stayed invisible to the Test.
2. The seeding pass that runs before every probe and execute replaced a
same-identity regular-file `auth.json` with a symlink to the host
credential, with no freshness comparison. Even a freshly promoted
credential was deleted on the next Test.
3. The sandbox hello probe always staged the company default home. An
agent with a configured `CODEX_HOME` was tested against one credential
and ran with another.

**Expected behavior**

A completed sign-in updates the credential the Test probes. The Test
stages the same Codex home a real run resolves. A stale credential never
outranks a strictly newer one from an interactive login.

**Steps to reproduce**

1. Configure a company whose Codex home holds a shape-valid credential
that no longer authenticates (for example an old host login symlink).
2. Open a `codex_local` agent's detail page with a sandbox environment
and press Test. The result shows the authentication-needed check.
3. Complete the "Sign in with Codex" device-code flow from the panel.
4. Press Test again. Before this change the result still shows
authentication needed.

## What Changed

- `packages/adapters/codex-local/src/server/adapter-auth-promotion.ts`:
the promotion writes the company default home unconditionally. The
shared `last_refresh` merge predicate scopes the write. It seeds an
absent or unusable slot, refreshes a same-identity slot only with a
strictly newer credential, and keeps a slot a different account or an
API-key file holds. The atomic rename replaces a symlinked `auth.json`
at the link itself. It never writes through into the host home.
- `packages/adapters/codex-local/src/server/codex-home.ts`: the
same-identity heal in `seedManagedCodexHome` is freshness-aware. A
regular-file credential is swapped for the shared symlink only when the
shared source is strictly fresher by `last_refresh`. Ties and
unparseable timestamps keep the file, which matches the predicate's
fail-closed direction. A genuine stale copy still heals as soon as the
host credential rotates past it.
- `packages/adapters/codex-local/src/server/test.ts`: the sandbox hello
probe prepares and stages the same home a real run resolves. The
identity-anchored cache vend runs first. A configured managed
`CODEX_HOME` is seeded in place and staged. A genuine external override
is staged as-is and never seeded or mutated.
- Tests: new pins for the strictly-newer company-home refresh, the
different-account keep, the symlink-replaced-without-writing-its-target
property, the freshness-aware heal (newer kept, older healed, ties
kept), the configured-home staging, and the external-home no-mutation
proof. The remote-probe suite now pins `CODEX_HOME`/`PAPERCLIP_HOME` to
scratch directories so no test can touch a real `~/.codex`.

## Verification

- `pnpm exec vitest run packages/adapters/codex-local/src --root
packages/adapters/codex-local` — 378 passed, 1 skipped.
- Server suites for device login, reconciliation, and the codex adapter
(8 files) — 128 passed, 15 skipped.
- `tsc --noEmit` clean in the adapter package.

## Risks

- Behavioral shift is scoped by the shared merge predicate: only a
strictly newer same-identity login can displace a company-home
credential, so a second account still never takes over the company slot,
and API-key files are never displaced.
- The heal keeps ties and unparseable timestamps instead of swapping. A
kept file self-corrects on a later seed once the source is provably
fresher; deleting a promoted credential is irreversible, so the failure
direction is chosen deliberately.
- The probe change makes the Test exercise the credential a run uses. A
Test that previously passed against the company home while the agent's
configured home was broken now fails honestly.

## Model Used

Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended
thinking, agentic tool use in Claude Code (terminal). Diagnosis traced
through the live promotion locks, the on-disk Codex homes, and the
adapter's credential-resolution code paths.

**Related PRs (searched; no duplicates found):** #12740, #12082, and
#9621 touch adjacent Codex credential sync paths; #8495 is the standing
hardening effort for probe auth seeding.

## 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
standalone docs cover this flow; the behavioral contracts are documented
in-line at each changed site)
- [x] I have considered and documented any risks above
2026-09-08 17:16:17 -07:00
Devin Foley 8f099c3f83 ci: dispatch a Docker build for every canary tag (#12950)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Every master merge publishes an npm canary, and downstream managed
deployments consume the matching `sha-<short>-cloud` Docker image.
> - The canary image relies on the master-push `docker.yml` run, whose
single pending concurrency slot is superseded by every newer push.
> - On a busy day the image build never survives: five consecutive
canaries shipped npm packages with no cloud image on 2026-09-06, and
downstream deploys starved for ~18 hours while master kept moving.
> - The nightly and beta lanes already solve exactly this by dispatching
`docker.yml` at their tag ref after pushing it.
> - This pull request wires the canary lane into the same mechanism, so
every canary tag gets an image build no master push can supersede.
> - The benefit is that a published canary always has its images, and
downstream release resolution stops walking back to day-old builds
during busy merge windows.

## Linked Issues or Issue Description

Refs #12769 / #12855 (the earlier image-publishing incident in the same
pipeline, different failure mode).

**What happened?**

`docker.yml` serialises per ref with one pending slot (`concurrency:
docker-${{ github.ref }}`, `cancel-in-progress: false`). Master pushes
arriving faster than the ~50-minute build supersede the pending build
indefinitely. On 2026-09-06, canaries `2026.906.0-canary.1` through `.3`
(and the commits between) published to npm with no `sha-<short>-cloud`
image on GHCR — the Docker run list shows `cancelled, cancelled,
cancelled` for their commits. Downstream managed rollouts correctly
refused to deploy image-less canaries and pinned at `canary.0` for ~18
hours.

**Expected behavior**

Every published canary has its Docker images. A busy merge window must
not be able to prevent image publication for tagged releases.

**Steps to reproduce**

1. Merge to master more often than the Docker build takes to complete,
for several hours.
2. Observe npm canaries advancing while every `Docker` run for their
commits completes `cancelled`.
3. Observe `ghcr.io/paperclipai/paperclip:sha-<short>-cloud` returning
404 for each of those canaries.

**Paperclip version or commit**

Master at `83987210` (diagnosis time); the starved canaries were
`2026.906.0-canary.1`–`.3`.

**Deployment mode**

GitHub Actions release + image pipeline; consumed by managed cloud
deployments.

## What Changed

- `.github/workflows/release.yml`, `publish_canary` job:
- New step after "Push canary tag": dispatch `docker.yml` at
`refs/tags/canary/v<version>` — identical to the nightly and beta lanes'
existing step, including the step-summary note. The dispatched run keys
its concurrency off the tag ref, so master pushes cannot supersede it,
and `docker.yml`'s `type=sha` mapping publishes `sha-<short>` /
`sha-<short>-cloud` for any ref.
  - The job gains `actions: write`, mirroring `publish_nightly`.
- No `docker.yml` changes: it already accepts `workflow_dispatch` for
exactly this pattern.
- No dry-run guard needed: `publish_canary` runs only on `push` events,
so the `dry_run` dispatch input cannot reach it.

## Verification

- YAML lints clean; the step is a line-for-line mirror of the proven
nightly-lane step (tag source swapped for the job's existing
`canary_tag` output).
- The concurrency claim is docker.yml's own documented behavior: groups
are per-ref, and a tag ref is distinct from `refs/heads/master`.
- Not run: a live canary publish — the next master merge after this
lands exercises it end to end; the worst case (double build for a canary
whose master-push run also survives) is benign, since both runs push
identical content-addressed tags.

## Risks

- Low. Roughly one additional Docker build per canary on busy days (on
quiet days the master-push run and the dispatched run both execute —
duplicate work, identical images, no conflict since the sha tags are
content-equivalent for the same commit).
- `actions: write` on `publish_canary` matches the grant
`publish_nightly` already carries for the same purpose.

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

## Model Used

Claude Fable 5 (Anthropic, model id `claude-fable-5`), extended
thinking, agentic tool use in Claude Code: GHCR manifest probing,
Actions run-list forensics, and workflow-lane comparison.

## 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 (workflow-only change; YAML
linted; no test harness targets release.yml)
- [x] I have added or updated tests where applicable (not applicable —
CI wiring mirroring an existing proven lane)
- [x] I have updated relevant documentation to reflect my changes (the
step's inline comment documents the invariant)
- [x] I have considered and documented the risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-08 16:56:35 -07:00
Devin Foley 4b0e324c63 ci: activate the Docker context integrity gate for PRs (#12860)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Pull request CI runs through `pr.yml`, which pins the reusable
`pr-trusted.yml` workflow by commit SHA, so `pr-trusted.yml` changes
take effect only when the pin moves.
> - PRs #12855 and #12858 added the `docker_context_integrity` job and
wired it into the `verify` aggregate, but the pin still points at a
commit from before them.
> - Until the pin moves, a pull request that strips a committed Docker
build input still merges green and breaks every post-merge image build.
> - This pull request bumps the pin to the #12858 merge commit, the
standard second step of every `pr-trusted.yml` change.
> - The benefit is that the Docker context integrity gate now blocks
merges, which closes out the 2026-09-04 image-publishing incident end to
end.

## Linked Issues or Issue Description

Refs #12855 and #12858 (the gate this activates) and #12769 (the
incident that motivated it).

**What happened?**

The `docker_context_integrity` job exists on master but does not run on
pull requests, because `pr.yml` pins `pr-trusted.yml` at `a0a78ee6`,
which predates it.

**Expected behavior**

Pull requests run the gate, and the `verify` required check fails when a
change strips a committed Docker build input.

**Steps to reproduce**

1. Open any pull request before this change: the ci run shows no "Docker
context integrity" job.
2. After this change, the job runs on every full-CI pull request and
`verify` requires its result.

**Paperclip version or commit**

Pin moves from `a0a78ee60946a5f79f85b2bd0584fc766fae43bb` to `03609aa6`
(the #12858 merge commit).

**Deployment mode**

GitHub Actions pull request CI.

## What Changed

- `.github/workflows/pr.yml`: the `pr-trusted.yml` pin moves to the
#12858 merge commit. One line.

## Verification

- The pinned commit is master's current tip and contains the job, the
`verify` wiring, and both probe revisions; its own CI (on #12855 and
#12858) is fully green.
- This PR's ci run itself executes the newly pinned workflow, so the
gate's first live run is visible on this very pull request.

## Risks

- Low. Identical mechanism to every previous pin bump. If the new lane
misbehaves on some runner, reverting this one line restores the previous
pin.

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

## Model Used

Claude Fable 5 (Anthropic, model id `claude-fable-5`), extended
thinking, agentic tool use in 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 (one-line pin bump; the
pinned workflow's tests ran green on #12855/#12858)
- [x] I have added or updated tests where applicable (covered by the pin
tests updated in #12855)
- [x] I have updated relevant documentation to reflect my changes (not
applicable to a pin bump)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-04 17:22:15 -07:00
Devin Foley 03609aa6ec ci: keep traceability regression tests in the Docker build context (#12858)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub Actions builds the Docker images that ship Paperclip, and the
image build re-runs the runner's committed-artifact checks.
> - PR #12855 restored the capability-contract files that PR #12769's
context slimming stripped, and image builds then progressed one step
further in the chain.
> - The next check, `check:runner-workflow-traceability`, access()es
every regression test its spec names — `src/**/*.test.ts` files that the
same slimming block also strips.
> - Every image build since #12855 merged now fails there with ENOENT,
so image publishing is still down.
> - This pull request restores those files with one more narrow
exception and teaches the context probe to derive the required paths
from the spec itself.
> - The benefit is that image publishing recovers, and the probe now
covers this input class without a hand-maintained path list that could
rot.

## Linked Issues or Issue Description

Refs #12855 (first restoration from the same incident) and #12769 (the
context-slimming change).

**What happened?**

After #12855 merged, every `Docker` workflow run on master still failed,
now inside `check:runner-workflow-traceability`: `Error: ENOENT ...
access
'/app/packages/paperclip-runner/src/contracts/native-execution.test.ts'`.
The check access()es all 29 regression tests named by
`spec/evals/stress-workflow-traceability.json`; they are
`src/**/*.test.ts` files, and the
`packages/paperclip-runner/**/*.test.ts` ignore rule strips them from
the build context.

**Expected behavior**

The Docker build context must contain every file the image build reads.
The context-integrity probe must catch this class on the pull request,
including inputs named dynamically by a spec.

**Steps to reproduce**

1. Check out master after #12855.
2. Run `docker buildx build -f .github/docker-context-checks.Dockerfile
.` with this PR's probe, or the real `Docker` workflow build.
3. Observe the ENOENT above; with this PR's `.dockerignore` exception,
both pass.

**Paperclip version or commit**

`bb920fb8` (first post-#12855 failing image build) through master tip.

**Deployment mode**

GitHub Actions image builds (`docker.yml`), consumed by managed cloud
deployments.

## What Changed

- `.dockerignore`: re-include
`packages/paperclip-runner/src/**/*.test.ts` and `.tsx` — the
traceability spec references only files under `src`, so the remaining
test exclusions stay.
- `.github/docker-context-checks.Dockerfile`: new spec-driven existence
walk that replicates the traceability check's own access() loop against
the exact build context. The path list comes from the spec at probe
time, so a future spec change is covered automatically; the check itself
still runs only inside the real image build, where `dist/` exists.

## Verification

- `docker buildx build -f .github/docker-context-checks.Dockerfile .`
without the `.dockerignore` exception: fails with the exact production
ENOENT (`src/contracts/native-execution.test.ts`).
- Same command with the exception: passes end to end (all probe stages,
including the drift checks from #12855).
- Static re-sweep of the remaining image-build chain steps
(`build:binary`, replay goldens, semantic-action catalog) against the
ignore rules: their inputs are all in the context; cargo needs no
`tests` directories (no crate declares an explicit `[[test]]` target).

## Risks

- Low. The exception re-adds source test files to the build context
only; image contents do not change (tests are neither compiled into the
production output nor run in the image build — the check only requires
that the referenced files exist).
- The probe addition is one dependency-free Node one-liner.

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

## Model Used

Claude Fable 5 (Anthropic, model id `claude-fable-5`), extended
thinking, agentic tool use in Claude Code: GitHub Actions log forensics,
spec-driven path inventory, and local docker buildx verification in both
failing and fixed states.

## 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 (the probe in both
failing-before and passing-after states)
- [x] I have added or updated tests where applicable (the spec-driven
probe walk is the regression test)
- [x] I have updated relevant documentation to reflect my changes
(inline comments explain the invariant)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-04 16:39:13 -07:00
Devin Foley bb920fb859 ci: keep the Docker build context complete and guard it on every PR (#12855)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub Actions builds the Docker images that ship Paperclip, and
downstream deployments consume the `-cloud` image variant on every
master merge.
> - PR #12769 slimmed the Docker build context with a broad
`.dockerignore` block for `packages/paperclip-runner`, and the block
also removed three files the image build itself reads.
> - The image build re-runs the runner's generated-file drift checks, so
it found no committed capability contract in the context and failed on
every master commit after the merge.
> - PR CI never runs those checks against the Docker context, so the
pull request stayed green and the breakage only appeared post-merge, on
every image build.
> - This pull request restores the three files with narrow
`.dockerignore` exceptions and adds a PR CI job that runs the drift
checks against the exact Docker build context.
> - The benefit is that image publishing works again now, and the next
context-slimming regression fails the pull request instead of every
post-merge image build.

## Linked Issues or Issue Description

Refs #12769 (the context-slimming change that exposed this) and #12608
(which committed the generated contract outputs the image build checks).

**What happened?**

Every `Docker` workflow run on master failed from 2026-09-04 12:58Z
onward, in both the `build-and-push` and `build-and-push-cloud` jobs.
The failing step reported `Generated contract drift:
generated/capability/capability-contract.md` from
`check:capability-contract` inside `pnpm --filter @paperclipai/server
build`. The committed contract file is current — regeneration on a full
checkout is a no-op. The file was simply absent from the build context:
the new `packages/paperclip-runner/**/*.md` ignore rule strips the
committed drift-check outputs
(`generated/capability/capability-contract.md`,
`generated/capability/downstream-handoff.md`), and the
`packages/paperclip-runner/docs` rule also strips
`docs/capability-contract.md`, which `check:capability-inventory` reads
next in the chain. No cloud image published for eight hours, which
stalled every downstream deployment that consumes the canary images.

**Expected behavior**

The Docker build context must contain every file the image build reads,
and a change that removes one must fail the pull request that introduces
it, not every image build after the merge.

**Steps to reproduce**

1. Check out master at any commit from `af3023f1` onward.
2. Run `docker buildx build -f .github/docker-context-checks.Dockerfile
.` (the probe added by this PR), or start the real `Docker` workflow
build.
3. Observe `Generated contract drift:
generated/capability/capability-contract.md` — while `node
packages/paperclip-runner/scripts/generate-capability-contract.mjs
--check` passes on the same checkout outside Docker.

**Paperclip version or commit**

`d593463ab` (master tip at diagnosis time; first failing commit
`af3023f1`).

**Deployment mode**

GitHub Actions image builds (`docker.yml`), consumed by managed cloud
deployments.

## What Changed

- `.dockerignore`: narrow exceptions (last match wins) re-include the
committed drift-check outputs
(`!packages/paperclip-runner/generated/**`) and the inventory check's
documentation input
(`!packages/paperclip-runner/docs/capability-contract.md`). Every other
exclusion from #12769 stays: no crate declares an explicit `[[test]]`
target, so cargo builds without the `tests` directories, and the image
build chain never runs the excluded smoke scripts.
- `.github/docker-context-checks.Dockerfile` (new): a small probe that
COPYs the real build context — identical `.dockerignore` semantics — and
runs the dependency-independent drift checks inside it
(`generate-capability-contract.mjs --check`,
`check-capability-inventory.mjs`). ajv installs in an isolated directory
for schema validation only; codegen checks such as
`generate-protocol-schema-module` stay out because their emitted bytes
vary with the ajv release and would raise false drift alarms outside the
locked dependency tree.
- `.github/workflows/pr-trusted.yml`: new `docker_context_integrity` job
builds the probe on every full-CI pull request, and the existing
`verify` aggregate now requires its result, so the guard gates merges
through the same required check as the other lanes.
- Activation note: `pr.yml` pins `pr-trusted.yml` by commit SHA, so the
new job starts gating pull requests after the usual follow-up `ci:
activate ...` pin bump once this merges. The `.dockerignore` fix needs
no activation — `docker.yml` reads it directly, so image builds recover
on the first master commit after this merges.

## Verification

- `docker buildx build -f .github/docker-context-checks.Dockerfile .` on
master (before the `.dockerignore` fix): fails with the exact production
error, `Generated contract drift:
generated/capability/capability-contract.md`.
- Same command with the `.dockerignore` exceptions applied: passes,
which also proves BuildKit honors the `!` exceptions, including the file
inside the excluded `docs` directory.
- `node scripts/generate-capability-contract.mjs --check` on a full
checkout: passes both before and after, which confirms the committed
contract was never stale — only missing from the context.
- Static sweep of every script in the image build chain (`build`,
`build:typescript` and their `check:*` steps) against the ignore rules:
the three restored files are the only build inputs the #12769 block
strips.
- YAML for `pr-trusted.yml` lints clean.

## Risks

- Low. The `.dockerignore` exceptions only re-add three committed files
to the build context; image contents do not change otherwise.
- The probe job adds one context transfer and two Node scripts per
full-CI pull request run (about one to two minutes, no dependency
install beyond one isolated ajv package).
- The `verify` aggregate now also requires the new job, mirroring the
existing pattern for the other lanes; on non-full-CI runs the job skips
and `verify` asserts the skip, unchanged from how the other lanes
behave.
- The new job only takes effect for pull requests after a follow-up pin
bump in `pr.yml` (same two-step flow as every `pr-trusted.yml` change).

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

## Model Used

Claude Fable 5 (Anthropic, model id `claude-fable-5`), extended
thinking, agentic tool use in Claude Code: GitHub Actions log forensics
to isolate the failing check, static analysis of the build-chain scripts
against the ignore rules, and local docker buildx runs to reproduce the
failure and verify the fix.

## 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 (the docker probe, both
failing-before and passing-after; the drift checks themselves on a full
checkout)
- [x] I have added or updated tests where applicable (the probe IS the
regression test for this class)
- [x] I have updated relevant documentation to reflect my changes
(inline comments in `.dockerignore` and the probe explain the invariant)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-04 15:35:10 -07:00
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
Devin Foley c38b59484c fix(ui): remove the Account badge and version line from the account menu (#12818)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-03 23:26:08 -07:00
Devin Foley 446577d174 fix(ui): honor PAPERCLIP_HIDDEN_SETTINGS in the production switcher menu (#12788)
## Thinking Path

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

## Linked Issues or Issue Description

No existing issue. Description follows the enhancement template:

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

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-03 17:39:56 -07:00
Devin Foley 2392a9895e fix(ui): drop the "Open invite" action from the invites section (#12787)
## Thinking Path

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

## Linked Issues or Issue Description

No existing issue. Description follows the enhancement template:

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

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-03 15:02:27 -07:00
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
Devin Foley db4eeb1688 fix(server): validate project goal ids exist and belong to the company (#12779)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Projects can link to goals, through the `goalIds` list or the legacy
`goalId` field. The project service writes those links on create and
update.
> - The service never checked the goal ids. A nonexistent id died at the
`projects.goal_id` foreign key as an opaque 500, and the caller got no
actionable feedback — observed live on 2026-09-03, where one caller
retried the same bad id four times.
> - The foreign key also only proves a goal exists, not who owns it. A
goal id from another company linked silently on a multi-company
instance.
> - This pull request asserts every resolved goal id exists under the
caller's company before any write, and rejects with a 422 that names the
unknown ids.
> - The benefit is a clear, actionable client error instead of a 500,
and no cross-company goal links.

## Linked Issues or Issue Description

**What happened?**

`POST /companies/:companyId/projects` with a `goalIds` entry that does
not exist fails with an internal error: `insert or update on table
"projects" violates foreign key constraint
"projects_goal_id_goals_id_fk"`. The caller sees a 500 and retries. A
goal id that exists but belongs to a different company is accepted and
linked.

**Expected behavior**

The request fails fast with a 422 that names the unknown goal id(s).
Goals from other companies are rejected the same way. Valid links behave
exactly as before.

**Steps to reproduce**

1. Create a company and no goals.
2. `POST /companies/:companyId/projects` with `{ "name": "Rocket",
"goalIds": ["<any-uuid>"] }`.
3. Before this change: 500 from the foreign key. After: 422 naming the
id.

**Deployment mode**

Any; observed on an authenticated public deployment.

## What Changed

- `assertGoalsBelongToCompany` in the project service: one query for the
resolved ids scoped to the company; unknown ids produce `unprocessable`
(422) with the ids in the message and details
- called on create (before the project row insert, so no partial writes)
and on update (scoped to the existing project's company); both `goalIds`
and the legacy `goalId` field flow through the same resolution
- new embedded-Postgres test file: valid link, nonexistent id on create
with no partial insert, legacy field, another company's goal on create,
and a foreign-goal update that leaves existing links unchanged

## Verification

- `pnpm vitest run src/__tests__/project-goal-validation.test.ts` — 5
passed
- adjacent suites (`project-icon-persistence`,
`project-shortname-resolution`, `issue-goal-fallback`,
`project-goal-telemetry-routes`, `heartbeat-referenced-projects`,
`projects-list-archived-routes`) — 35 passed

## Risks

- Low risk. One extra indexed select per create/update that carries goal
ids. Requests that previously 500ed now 422; requests that silently
linked a foreign goal now fail — both are corrections, not regressions.
- Existing rows with foreign links (written before this check) are
untouched; only new writes validate.

## Model Used

Claude Fable 5 (claude-fable-5) via Claude Code, extended thinking with
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 (none found for goal-id validation)
- [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 (doc
comments; no user-facing docs affected)
- [x] I have considered and documented any risks above
2026-09-03 12:17:27 -07:00
Devin Foley 2177b85eb5 fix(server): retry cloud-tenant auth sync once on a dropped DB connection (#12773)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed-cloud deployments authenticate tenant requests through
trusted headers. The middleware syncs the tenant's user, company, and
membership rows on the way through.
> - Pooled Postgres endpoints sometimes close an established connection
under an in-flight query (pooler recycle, compute suspend). The driver
reconnects on the next query, but the statement on the wire fails.
> - In this path a single dropped statement fails the whole request with
a 500. This happened live on 2026-09-03: the idempotent company
bootstrap insert died with `write CONNECTION_CLOSED`.
> - This pull request retries the actor resolution exactly once when the
error chain carries a postgres.js closed-connection code. The sync is
idempotent end to end, so the replay is safe.
> - The benefit is that a routine pooler blip no longer fails an
authenticated request on the entry path.

## Linked Issues or Issue Description

**What happened?**

A cloud tenant request hit the trusted-header authentication middleware
while the pooled Postgres endpoint closed the connection mid-query. The
insert failed with `write CONNECTION_CLOSED <host>:5432` wrapped in a
`Failed query: insert into "companies" …` error, and the request failed.

**Expected behavior**

The driver reconnects on the next query, and every statement in the
tenant sync is idempotent (upserts, on-conflict inserts, deletes; the
write debounce records only after the full sync succeeds). One
in-request retry should absorb the blip and serve the request.
Non-transient failures must keep failing fast.

**Steps to reproduce**

1. Run an authenticated public deployment against a pooled Postgres
endpoint.
2. Have the pooler close the connection while the middleware's tenant
sync insert is on the wire.
3. Before this change the request fails with a 500; after it the retry
serves the request.

**Deployment mode**

Authenticated public (managed cloud), external pooled PostgreSQL.

## What Changed

- `resolveCloudTenantActor` now delegates to the (unchanged) resolution
body through `retryOnTransientDbConnectionError`, which retries exactly
once on a transient closed-connection failure
- `isTransientDbConnectionError` walks the error `cause` chain (drizzle
wraps the driver error) for the postgres.js codes `CONNECTION_CLOSED`,
`CONNECTION_ENDED`, `CONNECTION_DESTROYED`; both helpers are exported
for tests
- New unit test file `cloud-tenant-transient-db-retry.test.ts`:
detection matrix (including a `23505` staying non-transient),
retry-once-then-succeed, no-retry on non-transient,
propagate-on-second-failure

## Verification

- `pnpm vitest run
src/__tests__/cloud-tenant-transient-db-retry.test.ts` — 5 passed
- `pnpm vitest run
src/__tests__/cloud-tenant-company-provisioning.test.ts` — 7 passed
against embedded Postgres, driving the real resolution path through the
new wrapper

## Risks

- Low risk. The retry is bounded to one attempt, gated on three explicit
driver codes, and wraps an operation that is already idempotent by
design. Every other failure propagates unchanged.
- A genuinely down database now fails after two attempts instead of one
— a few milliseconds of added latency on an already-failing request.

## Model Used

Claude Fable 5 (claude-fable-5) via Claude Code, extended thinking with
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 (none found for connection-retry work in this path)
- [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 (doc
comments; no user-facing docs affected)
- [x] I have considered and documented any risks above
2026-09-03 12:16:55 -07:00
Devin Foley 174e35a144 fix(server): stop paging Sentry for supervised boot races in managed cloud (#12772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server refuses to boot when its database is not migrated, or
when an authenticated public deployment has no `DATABASE_URL`. These
refusals are deliberate and correct.
> - In managed cloud, a supervisor creates each stack, migrates its
fresh database, applies configuration, and restarts the app. The app
container often boots before those steps finish.
> - Each early boot hits one of the two refusals, exits, and captures
the refusal to Sentry. One fleet build batch produces hundreds of
identical expected events. Real errors get buried.
> - This pull request classifies exactly those two refusals as expected
transients when `PAPERCLIP_CLOUD_API_ORIGIN` marks a supervised
deployment, and skips only the Sentry capture for them.
> - The benefit is a clean error signal: expected provisioning noise
stops, and every real failure still reports.

## Linked Issues or Issue Description

**What happened?**

A managed-cloud stack boots its app container before the supervisor
migrates the empty database or finishes applying configuration. The
container refuses to start, crash-loops briefly, and converges after the
supervisor restarts it. Every refused boot sends an error event to
Sentry. A batch of new stacks produces hundreds of these expected
events.

**Expected behavior**

The refusal logs and exits nonzero, so the supervisor can act. Sentry
receives no event for an expected provisioning transient. Sentry still
receives events for real failures: schema drift, malformed
configuration, and every refusal outside managed cloud.

**Steps to reproduce**

1. Set `PAPERCLIP_MIGRATION_AUTO_APPLY=false`,
`PAPERCLIP_MIGRATION_PROMPT=never`, `SENTRY_DSN`, and
`PAPERCLIP_CLOUD_API_ORIGIN`.
2. Point `DATABASE_URL` at an empty database and start the server.
3. The server refuses to start. Before this change it also captures the
refusal to Sentry on every boot.

**Deployment mode**

Authenticated public (managed cloud).

## What Changed

- New `server/src/startup-refusals.ts`: a `StartupRefusalError` class
for refusals whose remedy belongs to the deployment supervisor,
`migrationRefusalError()` to classify a pending-migrations refusal (zero
applied migrations = never migrated = supervised transient; any applied
history = drift = plain always-reported `Error`), and
`shouldReportStartupFailure()` for the capture decision.
- `server/src/index.ts`: the pending-migrations refusal uses the
classifier; the missing-`DATABASE_URL` refusal under the
authenticated-public contract becomes a `StartupRefusalError` (the
malformed-URL refusal stays a plain `Error`); the startup crash handler
consults `shouldReportStartupFailure()` before `captureException`.
Logging and the nonzero exit are unchanged.
- New `server/src/__tests__/startup-refusals.test.ts` covering the
classification and decision matrix, including the unchanged self-hosted
paths.

## Verification

- `pnpm vitest run src/__tests__/startup-refusals.test.ts` — 7 passed.
- Review the decision matrix in the test file: refusals report when
`PAPERCLIP_CLOUD_API_ORIGIN` is absent or blank; non-refusal errors and
non-`Error` throwables always report; drift always reports.

## Risks

- Low risk. The change only skips a Sentry capture in one narrow,
marker-gated case. Boot behavior, logging, and the exit code do not
change.
- Self-hosted deployments do not set `PAPERCLIP_CLOUD_API_ORIGIN`, so
their reporting is unchanged, and the tests pin that.
- A supervised deployment with a genuinely stuck migration runner loses
per-boot Sentry events for that stack. The supervisor's own health
checks and monitoring own that signal, and the container logs still
carry the refusal.

## Model Used

Claude Fable 5 (claude-fable-5) via Claude Code, extended thinking with
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 (none found for startup Sentry suppression)
- [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
(module doc comment; no user-facing docs affected)
- [x] I have considered and documented any risks above
2026-09-03 10:02:42 -07:00
Devin Foley 8eaa5caa05 docs(release): add v2026.831.1 stable notes to master (#12710)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The release pipeline keeps a canonical stable note at
`releases/vX.md` on master for every published stable.
> - Stable `2026.831.1` was a hotfix cut from a branch off
`v2026.831.0`, with its notes committed into the source tree.
> - In that path the workflow resolves notes in `source_tree` mode and
skips `canonicalize_stable_notes`, which is the job that normally copies
the note to master.
> - As a result `releases/v2026.831.1.md` exists on the tag but never
landed on master, so the stable-notes history has a gap.
> - This pull request adds the canonical copy of that note to master.
> - The benefit is a complete, consistent stable-notes history for
readers and for the release tooling.

## Linked Issues or Issue Description

No separate issue. Describing the gap in-PR with the docs template
fields:

**Issue type**
Documentation gap in the release-notes history on master.

**Where is the issue?**
`releases/` on the master branch — the file `releases/v2026.831.1.md` is
missing, although the stable `2026.831.1` release has already published.

**What's wrong?**
The `2026.831.1` patch was published from a hotfix branch whose notes
lived in the source tree (`source_tree` notes mode). That mode skips
`canonicalize_stable_notes`, the job that copies a stable's note onto
master. So every other stable has a `releases/vX.md` on master, but
`2026.831.1` does not.

**Suggested fix**
Add the canonical `releases/v2026.831.1.md` to master, identical to the
copy published with the tag.

## What Changed

- Add `releases/v2026.831.1.md` to master, copied verbatim from the
published `v2026.831.1` tag.

## Verification

- `diff` of the added file against `git show
v2026.831.1:releases/v2026.831.1.md` is empty (identical to the shipped
note).
- Docs-only change: no code, tests, or build outputs are affected.

## Risks

- Low risk. The change adds one Markdown file and touches no code,
schema, or configuration.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), used
with tool use, shell commands, and file editing.
2026-09-01 22:53:44 -07:00
Devin Foley 0b00029672 docs(release): canonicalize stable notes for v2026.831.0 (#12708)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release process drafts stable notes under a beta-keyed path
during the soak and renames them to the versioned path after the stable
ships
> - Stable v2026.831.0 published, but its release run failed at the tag
push (workflows-permission error), so the automated canonicalize job
never ran
> - The canonical layout requires the notes at `releases/v2026.831.0.md`
> - This pull request performs the rename the skipped job would have
pushed
> - The benefit is that the repository returns to the canonical
release-notes layout

## Linked Issues or Issue Description

**Issue type**

Missing content

**Where is the issue?**

`releases/` — the stable notes for v2026.831.0 still live at the
beta-keyed path `releases/beta/v2026.828.0-beta.0.md`.

**What's wrong?**

The stable release run failed at the tag push, so the
`canonicalize_stable_notes` job was skipped and the rename branch was
never pushed. The published GitHub Release points at content that should
live at `releases/v2026.831.0.md`.

**Suggested fix**

`git mv releases/beta/v2026.828.0-beta.0.md releases/v2026.831.0.md`,
exactly as the workflow's canonicalize job does.

## What Changed

- Renamed `releases/beta/v2026.828.0-beta.0.md` to
`releases/v2026.831.0.md` (pure rename, no content changes)

## Verification

- `git show --stat` reports a 100% rename with no content delta
- The file matches the published GitHub Release body for v2026.831.0

## Risks

- Low risk: a pure file rename restoring the canonical layout.

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5),
extended thinking enabled, tool use via Claude Code

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 18:13:02 -07:00
Devin FoleyandPaperclip 314ff24b7a refactor(docker): declare the build stage's C toolchain explicitly (#12673)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Docker images compile the Rust runner (paperclip-runnerd) during
the build stage
> - The previous change replaced apt's cargo/rustc with a pinned rustup
install
> - apt's cargo package pulled gcc in as a dependency; rustup does not
install a C toolchain
> - Every master docker build now fails with "linker `cc` not found" in
the build scripts
> - This pull request installs gcc, libc6-dev, and pkg-config explicitly
in the build stage
> - The benefit is that the build stage declares its own C toolchain
instead of inheriting one by accident

## Linked Issues or Issue Description

**What happened?**

Master `docker.yml` builds fail in `pnpm --filter @paperclipai/server
build`: cargo build scripts (`libc`, `quote`, `proc-macro2`) die with ``
error: linker `cc` not found ``, and the job exits with code 101.

**Expected behavior**

Master docker builds compile the runner and publish images.

**Steps to reproduce**

1. Run the `docker.yml` workflow on current `master`.
2. Observe the `build-and-push` job fail with the linker error above.

**Paperclip version or commit**

`master` after commit `317394456` (the rustup change); example failing
run: docker.yml on `86ebdf842`.

## What Changed

- The build stage installs `gcc`, `libc6-dev`, and `pkg-config`
explicitly, with a comment recording why: the old apt cargo brought gcc
in as a dependency and the pinned rustup install does not.

## Verification

- Replicated the build stage's exact package sequence in
`node:24-trixie-slim` — base-stage packages only (which include no
compiler), then this new line, then the pinned, checksum-verified rustup
install: the runner compiles (`Finished release`) with `rustc 1.97.1`
and `cc 14.2.0`.
- Note: `docker.yml` triggers only on master pushes, so a PR run cannot
exercise the image build itself; the container replication above is the
pre-merge check. No test files: build-infrastructure fix (`fix:` on the
Dockerfile only).

## Risks

- Low risk. Three packages added to the build stage only; the production
stage is unchanged.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — Claude Code harness,
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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 10:38:53 -07:00
Devin Foleyandgithub-actions[bot] b5fd13e09f docs(release): stable notes for the 2026.828.0-beta.0 soak (v2026.831.0) (#12610)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release process promotes a soaked beta to stable; the stable's
GitHub Release body comes from `releases/beta/v<beta-version>.md` on
`master`
> - The `draft_stable_notes` job seeded this file as a raw commit-log
skeleton when `2026.828.0-beta.0` published
> - The stable preflight fails without the merged file, and the skeleton
is not fit to publish as release notes
> - This pull request rewrites the skeleton into finished stable notes
for the v2026.831.0 promotion
> - The benefit is that the stable release ships with accurate,
readable, user-facing notes on time

## Linked Issues or Issue Description

**Issue type**

Missing content

**Where is the issue?**

`releases/beta/v2026.828.0-beta.0.md` — the drafted stable-notes
skeleton for the `2026.828.0-beta.0` soak.

**What's wrong?**

The file holds the auto-generated skeleton (grouped commit subjects with
nested PR summaries). The stable promotion publishes this file verbatim
as the GitHub Release body, so it must be rewritten into release-notes
voice before the stable dispatch.

**Suggested fix**

Rewrite the skeleton at full stable depth per
`.agents/skills/release-changelog/SKILL.md`: verified breaking changes
with upgrade paths, delta-aware highlights, grouped improvements and
fixes with inline PR attribution, an upgrade guide covering migrations
and new environment variables, and a contributors section.

## What Changed

- Rewrote `releases/beta/v2026.828.0-beta.0.md` from the generated
skeleton into finished notes titled `# Paperclip v2026.831.0`
- Six breaking changes, led by the Node.js 24.11.0 minimum; each has an
upgrade path
- Five highlights: runtime skill delivery to agents, the Kimi Code
adapter, operator settings-visibility controls, the HTTP/2 sandbox
callback bridge, and the shortened onboarding arc
- Upgrade guide covers migrations `0223`–`0230` (each attributed from
its SQL) and the new `PAPERCLIP_HIDDEN_SETTINGS`,
`PAPERCLIP_SETTING_DEFAULTS`, `SENTRY_DSN`, and
`PAPERCLIP_WORKSPACE_REAPER_COOLDOWN_DAYS` variables
- Entries already shipped to stable users in v2026.824.1 are noted as
such instead of re-announced
- Contributors section lists 7 verified community handles; core
maintainers and bots are excluded per the canonical list

## Verification

- Range verified as `664052f8e..dbf052577` (baseline v2026.824.1
merge-base to the `beta/v2026.828.0-beta.0` source commit); every entry
traces to a commit in that range
- Stable version confirmed with `./scripts/release.sh stable --date
2026-08-31 --print-version` → `2026.831.0`
- Migration list confirmed with `git diff --name-only
664052f8e..dbf052577 -- packages/db/src/migrations/` and each file's SQL
read at the source commit
- Environment variable names confirmed against
`docs/deploy/environment-variables.md` and source at `dbf052577`
- Contributor handles confirmed via `gh pr view <n> --json author` for
each attributed community PR

## Risks

- Low risk: a single markdown file; no source changes. The main risk is
a factual error in the notes — mitigated by verifying each claim against
the source commit rather than commit messages alone. If the promotion
date slips past 2026-08-31 UTC, the title needs a re-date (the
beta-keyed filename makes this harmless).

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5),
extended thinking enabled, tool use (git/GitHub CLI research against the
release range) via Claude Code

## Checklist

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

---------

Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
2026-08-31 19:17:10 -07:00
Devin FoleyandPaperclip 3173944561 refactor(docker): install rust via a verified rustup, pinned by rust-toolchain.toml (#12605)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Docker images ship the server together with the Rust runner
binary (paperclip-runnerd)
> - The Dockerfile installed rust from Debian trixie's apt archive,
which provides rustc 1.85
> - The runner's dependency tree and its `rust-toolchain.toml` now
require rustc 1.97.1, so every master docker build fails while hosted CI
(with a newer preinstalled rust) stays green
> - No image has been published since the dependency refresh, so
deployments cannot receive current builds
> - This pull request installs rustup from a version-pinned,
checksum-verified installer and defers the compiler choice to the
runner's own `rust-toolchain.toml`
> - The benefit is one toolchain pin, owned by the runner package,
shared by CI and image builds, installed without executing an unverified
remote script

## Linked Issues or Issue Description

**What happened?**

Every `docker.yml` build on `master` fails since the runner dependency
refresh. The failing step is `pnpm --filter @paperclipai/server build`,
which runs `cargo build` for `paperclip-runnerd`. Cargo reports: `rustc
1.85.0 is not supported by the following packages: icu_collections@2.3.0
requires rustc 1.88` (and sibling icu crates). The build exits with code
101 and no image is published.

**Expected behavior**

Master docker builds compile the runner and publish images.

**Steps to reproduce**

1. Run the `docker.yml` workflow on current `master`.
2. Observe the `build-and-push` and `build-and-push-cloud` jobs fail in
the server build step with the rustc version error.

**Paperclip version or commit**

`master` (first failing build ~2026-08-31 12:21 UTC; last successful
image build `fd7cb77d8`).

## What Changed

- The docker build stage downloads a pinned `rustup-init` (1.29.0) for
the build architecture, verifies it against an embedded sha256, and
installs with `--default-toolchain none`.
- The compiler version comes from
`packages/paperclip-runner/rust-toolchain.toml` (1.97.1) — one pin, no
drift between the Docker layer and the runner package.
- A comment records why apt rust is not used: Debian's archive lags the
ecosystem.

## Verification

- In the exact base image (`node:24-trixie-slim`): the checksum check
passes, rustup installs with no default toolchain, and `cargo build
--release --manifest-path runner/Cargo.toml --locked -p
paperclip-runner-core --bin paperclip-runnerd` completes with `rustc
1.97.1` selected from the toml.
- This PR's own docker build exercises the same path end to end for both
architectures.
- No test files: this is a build-infrastructure refactor with no runtime
code change (hence the `refactor:` prefix); the docker build itself is
the executable check.

## Risks

- Low risk. The change is scoped to the docker build stage; the
production stage is unchanged. The rustup installer version and
checksums are pinned; bumping rust later means editing only
`rust-toolchain.toml`.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — Claude Code harness,
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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 14:16:17 -07:00
Devin Foley 300a89ec13 Detect the qualifier-less Claude usage-limit message in quota classification (#12475)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The heartbeat runtime classifies adapter run failures, and the
recovery service uses that classification to decide between automatic
retry, a timed provider-quota wait, and a board escalation
> - The Claude CLI changed its subscription-limit stop message to
"You've hit your limit · resets 2:30am (UTC)", and no quota matcher
knows this qualifier-less wording
> - A limit-hit run therefore classifies as `adapter_failed` (or
`claude_auth_required`), recovery burns its continuation retries against
a hard limit, and the issue blocks with the opaque "No live execution
path" notice instead of waiting for the reset and retrying automatically
> - This pull request teaches the adapter and the recovery service the
new wording, and titles stranded-escalation notices from the classified
run error code so operators see the cause at a glance
> - The benefit is that usage-limit stops self-heal at the provider
reset time, and the notices that do post say "Error: usage limit
reached" or "Error: not logged in to Claude" instead of a generic title

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the bug template:

**What happened?**

On a staging deployment, an assigned `in_progress` issue hit the Claude
subscription usage limit. The run recorded the error `Claude run failed:
subtype=success: You've hit your limit · resets 2:30am (UTC)`. The
automatic continuation retry failed the same way in 34 seconds with
`errorCode: adapter_failed`. Terminal-run recovery then escalated: the
issue moved to `blocked` with the notice "No live execution path" and a
board-owned recovery action. The notice gave the operator no indication
that the cause was a usage limit with a known reset time.

**Expected behavior**

A usage-limit stop classifies as `provider_quota` with the reset clock
parsed into `retryNotBefore`. The recovery service takes its
provider-quota wait path: a system-owned recovery action that waits for
the reset time and retries the original assignee automatically. If an
escalation notice does post, its title names the classified cause.

**Steps to reproduce**

1. Run a `claude_local` agent on an issue until the Claude subscription
limit is hit, so the CLI result is "You've hit your limit · resets
\<time\> (UTC)".
2. Let terminal-run recovery retry the continuation.
3. Observe the issue block with the "No live execution path" notice
instead of a timed quota wait. `classifyAdapterFailureForRecovery`
returns `null` for the recorded error text; `CLAUDE_PROVIDER_QUOTA_RE`
and `PROVIDER_QUOTA_ERROR_RE` both fail to match it.

## What Changed

- `CLAUDE_PROVIDER_QUOTA_RE` and `CLAUDE_EXTRA_USAGE_RESET_RE`
(claude-local adapter) accept "you've hit your limit" with no qualifier,
alongside the existing "session"/"usage" wordings, so the run classifies
as `provider_quota` and the reset clock lands in `retryNotBefore`.
- `PROVIDER_QUOTA_ERROR_RE` and `isProviderQuotaRecovery` (recovery
service) accept the same wording, so runs recorded before the adapter
fix (errorCode `adapter_failed` with the limit text in the error) also
route to the quota wait.
- `parseProviderQuotaClockReset` parses the "resets 2:30am (UTC)" clock
shape alongside the existing "try again at" shape.
- `buildStrandedRecoveryEscalationNotice` titles the notice from the
source run's classified error code when one is mapped: `provider_quota`
→ "Error: usage limit reached", `claude_auth_required` → "Error: not
logged in to Claude", `acpx_auth_required` → "Error: agent login
required". The raw failure text stays withheld from the issue thread;
only the server-classified code is surfaced. Unmapped codes keep the
existing seed/cause titles.

## Verification

- `pnpm vitest run
packages/adapters/claude-local/src/server/parse.test.ts
server/src/services/recovery/provider-failure-classification.test.ts
server/src/services/recovery/stranded-notice.test.ts` — 72 tests pass,
including 5 new cases that use the exact new CLI message.
- `pnpm vitest run server/src/__tests__/issue-recovery-actions.test.ts
server/src/__tests__/heartbeat-retry-scheduling.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts` — 189 tests
pass (no reroute regressions from the widened matchers).
- `tsc --noEmit` clean for `@paperclipai/adapter-claude-local` and
`@paperclipai/server`.

## Risks

- Low risk. The regex widenings are additive; every previously matched
wording still matches, and the existing negative test ("Workspace
storage capacity limit reached." stays unclassified) still passes.
- Behavioral shift, intended: an `adapter_failed` run whose error text
is the new limit wording now routes to the silent system-owned quota
wait instead of a board escalation. This matches how the older limit
wordings already behave.
- The notice title change only affects escalations whose source run
carries one of the three mapped error codes; all other notices render
exactly as before.

## Model Used

Claude Fable 5 (`claude-fable-5`, Claude Code CLI, extended thinking
with tool use).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-31 13:40:11 -07:00
Devin Foley dbf052577d Follow the current onboarding arc in the release smoke (#12423)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A release is gated by the release smoke: it installs the published
`paperclipai` artifact into a Docker container and drives the sign-in →
onboarding → first-agent path with Playwright
> - That suite runs only from the release pipeline, never on a pull
request, so it sees the UI only after the UI has already changed
> - The onboarding wizard was rebuilt into the agent arc. The "Name your
organization" step, the "Start Onboarding" launcher, and the agent role
picker are all gone
> - The spec still waited for those, so it failed on its first assertion
and blocked every nightly and beta release
> - The failure was also hard to read. The workflow uploaded no
container logs, because it learned the container's name only after the
harness succeeded, and the harness ran the container with `--rm` and
deleted it before anything read it
> - This pull request rewrites the spec to follow the current arc, and
repairs the log capture at both ends
> - The benefit is that nightly and beta releases are unblocked, and the
next failure arrives with the logs attached

## Linked Issues or Issue Description

No existing issue. Describing it inline, following
`.github/ISSUE_TEMPLATE/bug_report.yml`.

Refs #12274 (removed the company-naming step from the wizard).
Refs #12135 (the previous alignment of this spec, before #12274).
Refs #12316 (open; also edits `scripts/docker-onboard-smoke.sh`, in the
bootstrap helpers rather than the container lifecycle, so the two
changes do
not overlap. Whichever lands second should rebase and re-run).

**What happened?**

The release smoke fails.
`tests/release-smoke/docker-auth-onboarding.spec.ts`
never gets past its first wait:

```
✘ tests/release-smoke/docker-auth-onboarding.spec.ts:43:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent
Error: expect(locator).toBeVisible() failed — element(s) not found (timeout 20000ms)
> 33 | await expect(wizardHeading.or(startButton)).toBeVisible({ timeout: 20_000 });
```

The spec waits for an `h3` reading "Name your organization" or a
"Start Onboarding" button. Neither exists. #12274 removed the
company-naming
step; the string now survives only in a code comment and in
`ui/src/components/OnboardingWizard.step.test.tsx`, which asserts it is
*absent*. The steps after the first wait are stale too: the CTA on step
1 is
"Continue" and not "Next", the organization input's placeholder changed,
and
the agent step's `#onboarding-agent-role` picker is gone, so every
onboarding
hire is filed under the neutral `general` role.

The suite runs only from the release pipeline, so nothing on a pull
request
saw the drift. Both `smoke_nightly` and `smoke_beta` call the same
reusable
workflow, so every nightly and every beta was blocked.

The failure also arrived without diagnostics. The job's "Capture Docker
logs"
step is `if: always()`, but it is guarded on `SMOKE_CONTAINER_NAME`,
which the
"Launch Docker smoke harness" step writes to `$GITHUB_ENV` only *after*
the
harness returns. On any failure before that the guard is false, the step
does
nothing, and the upload reports "No files were found". Below that,
`scripts/docker-onboard-smoke.sh` starts the container with
`docker run -d --rm`, so the `docker stop` in its EXIT trap deletes the
container and its logs together — and a container that crashes on its
own is
removed the instant its process exits.

**Expected behavior**

The spec walks the onboarding arc the app actually presents, and proves
the
company is created, the lead agent is hired, and the first task is
seeded and
dispatched. When the smoke fails, the run's artifact carries the
container's
logs.

**Steps to reproduce**

1. Run the Release Smoke workflow against a published artifact that
carries
   #12274, or run it locally:
`PAPERCLIPAI_VERSION=2026.828.0-canary.3 SMOKE_DETACH=true
./scripts/docker-onboard-smoke.sh`
2. Run `pnpm run test:release-smoke` against that container.
3. The single spec fails at `openOnboarding()` after 20 seconds.
4. In CI, open the run's `release-smoke` artifact. It has no
   `docker-onboard-smoke.log`.

**Paperclip version or commit**

`2026.828.0-canary.3` (commit 8316ceb0b).

**Deployment mode**

Docker.

**Installation method**

npm / pnpm global install (the container runs `npx
paperclipai@<version>`).

**Node.js version**

v24.20.0 inside the container.

**Relevant logs or output**

```
Running 1 test using 1 worker
  ✓  1 [chromium] › tests/release-smoke/docker-auth-onboarding.spec.ts:76:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent (7.0s)
  1 passed (8.7s)
```

That is the result after this change. Before it, the same command failed
at
the first wait, as quoted above.

## What Changed

- `tests/release-smoke/docker-auth-onboarding.spec.ts` now follows the
current
arc. It signs in, opens `/onboarding`, names the organization and
presses
"Continue" (which creates the company and routes straight to the agent
step,
because onboarding no longer asks for a mission), names the lead and
presses
  "Next", presses "Connect" on the default adapter to hire, then presses
  "Get started" to launch.
- The spec addresses controls by role and accessible name, or by id
where one
exists (`#onboarding-agent-name`). Step 1's field has no id and no
associated
  label, so it is found as the wizard's only text box rather than by its
  placeholder copy.
- The spec asserts the hired agent's role is `general`, which is what
the arc
files every onboarding hire under. Every other API assertion is
unchanged.
- The spec navigates to `/onboarding` explicitly and drops any saved
onboarding
draft first, so it can run twice against one instance. The suite retries
once
  in CI. It still asserts that a company-less board routes sign-in into
  onboarding, guarded on the board actually being empty.
- `scripts/docker-onboard-smoke.sh` accepts `SMOKE_CONTAINER_NAME`,
drops
  `--rm`, removes the container itself, and dumps `docker logs` to
  `SMOKE_LOG_FILE` before the teardown.
- `.github/workflows/release-smoke.yml` pins the container name in the
job's
`env`, so every `always()` step has it before anything runs. The capture
step
  refreshes the log from a live container when there is one, keeps the
harness's dump when there is not, and writes a one-line explanation when
  there is neither. The upload's paths are literals, and
`if-no-files-found: error` makes a broken diagnostics path fail rather
than
  warn.
- `scripts/docker-onboard-smoke.test.mjs` pins that wiring. It is added
to
  `test:release-registry`, which runs on every pull request.
- `doc/DOCKER.md` documents `SMOKE_CONTAINER_NAME` and `SMOKE_LOG_FILE`.

## Verification

The spec was run against a real container built from the published
`2026.828.0-canary.3` artifact, exactly as the workflow runs it.

```sh
SMOKE_CONTAINER_NAME=release-smoke-onboard \
HOST_PORT=3232 DATA_DIR=<tmp>/smoke-data \
PAPERCLIPAI_VERSION=2026.828.0-canary.3 \
SMOKE_READY_TIMEOUT_SECONDS=420 SMOKE_DETACH=true \
SMOKE_METADATA_FILE=<tmp>/release-smoke.env \
SMOKE_LOG_FILE=<tmp>/docker-onboard-smoke.log \
  ./scripts/docker-onboard-smoke.sh

PAPERCLIP_RELEASE_SMOKE_BASE_URL=http://localhost:3232 \
PAPERCLIP_RELEASE_SMOKE_EMAIL=smoke-admin@paperclip.local \
PAPERCLIP_RELEASE_SMOKE_PASSWORD=paperclip-smoke-password \
PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome \
  pnpm run test:release-smoke
```

```
Running 1 test using 1 worker
  ✓  1 [chromium] › tests/release-smoke/docker-auth-onboarding.spec.ts:76:3 › Docker authenticated onboarding smoke › logs in, completes onboarding, and hires the lead agent (7.0s)
  1 passed (8.7s)
```

The same command was run a second time against the same, now non-empty,
instance. That covers the retry path, and it also passes.

The log capture was verified by making the container die during startup:

```sh
PAPERCLIPAI_VERSION=0.0.0-no-such-version \
SMOKE_CONTAINER_NAME=release-smoke-onboard SMOKE_LOG_FILE=<tmp>/fail.log \
  ./scripts/docker-onboard-smoke.sh
```

`<tmp>/fail.log` was written and carried the cause:

```
npm error code ETARGET
npm error notarget No matching version found for paperclipai@0.0.0-no-such-version.
```

The container was removed afterwards. On `master` this file is never
written,
because `--rm` deletes the container the moment its process exits.

The workflow's capture step was run by hand against three states: a live
container (258 lines), a removed container with the harness's dump
already on
disk (258 lines kept), and neither (a one-line explanation).

Unit coverage:

```sh
pnpm run test:release-registry   # 93 tests, 93 pass
```

Nothing under `ui/` changed, so `pnpm --filter @paperclipai/ui
typecheck` was
not required. `tests/release-smoke` is outside the TypeScript project
references; Playwright compiles it at run time, which the runs above did
three
times.

## Risks

Low risk. Nothing ships to users. The change touches one Playwright
spec, one
smoke script, and one workflow.

Points worth a reviewer's attention:

- **This suite gates every nightly and beta, and it runs only
post-merge.**
`smoke_nightly` and `smoke_beta` both call `release-smoke.yml`, and no
pull
  request runs it. Drift between the wizard and this spec is therefore
invisible until a release is already blocked, which is how this bug
reached
a release train. I think the arc deserves an earlier check. The cheapest
version is the one added here: `scripts/docker-onboard-smoke.test.mjs`
runs
on every pull request and pins the harness wiring. The full container
smoke
is too slow for the pull request path, but a UI-level test of the arc's
step
  sequence would catch exactly this class of drift, and
`ui/src/components/OnboardingWizard.step.test.tsx` is already the right
  home for it. I did not add it here, to keep this change to the repair.
- **Dropping `--rm`.** The container is now removed by the script's
cleanup
instead of by Docker. The script already ran `docker rm -f` before
starting,
  and the workflow's final step removes it too, so a leaked container is
cleaned up on the next run either way. A developer who kills the script
with
`SIGKILL` will leave a stopped container behind, where previously they
would
  not.
- **`if-no-files-found: error` on the upload.** The capture step now
always
writes the log file, so the upload always has at least one path to
match. If
  that ever stops being true, the job fails instead of warning. That is
  deliberate.
- **The spec drops the saved onboarding draft before it walks.** A stale
draft
makes step 1 skip company creation and hire into the previous run's
company.
That state only exists when the spec runs twice against one instance. A
fresh
  release-smoke container never has it.

## Model Used

Claude (Anthropic), Claude Opus, 1M context, extended thinking, agentic
tool
use via Claude Code. The container, the Playwright runs, and the failure
injection were driven as real commands on a local Docker host.

## 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
2026-08-28 07:21:08 -07:00
Devin Foley 8316ceb0b9 Add the Better Auth issuer column so signup and sign-in work (#12396)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A self-hosted install in `authenticated` mode signs users in with
Better Auth, mounted at `/api/auth` over a hand-written Drizzle
`account` table in `packages/db`
> - Better Auth 1.7.0 added a required `issuer` field to that `account`
model, plus a unique index on `(issuer, accountId)`
> - The dependency bump in #11886 changed only `server/package.json` and
the lockfile, so the Drizzle table never grew the column
> - The Drizzle adapter checks the model against the schema on every
write, so `linkAccount` throws and sign-up answers 500 with an empty
body; a fresh install cannot create its first user, and an upgraded
install locks out every existing user
> - This pull request adds the `issuer` column and its unique index, and
migrates the column in with a backfill that covers every existing row
> - The benefit is that sign-up and sign-in work again, on a new install
and after an upgrade

## Linked Issues or Issue Description

No existing issue. Describing it inline, following
`.github/ISSUE_TEMPLATE/bug_report.yml`.

Refs #11886 (the dependency bump that introduced the required field).
Refs #12269 (an earlier attempt at this fix; its backfill covers only
`provider_id = 'credential'`).

**What happened?**

Sign-up fails on a self-hosted install. `POST /api/auth/sign-up/email`
answers HTTP 500 with a zero-byte body. The server log carries:

```
[Better Auth]: The field "issuer" does not exist in the "account" Drizzle schema.
# SERVER_ERROR: [BetterAuthError: The field "issuer" does not exist in the "account" Drizzle schema.]
```

The request writes the `user` row and then fails on the `account` row.
The address is stuck after that: a second sign-up answers 422
`USER_ALREADY_EXISTS`, sign-in answers 401, and password reset answers
400 `RESET_PASSWORD_DISABLED` because the account that would hold the
password does not exist.

An upgraded install is worse. `sign-in/email` matches the credential
account on `account.issuer === 'local:credential'`. Rows written before
the upgrade have no issuer, so every existing user is locked out.

**Expected behavior**

`POST /api/auth/sign-up/email` answers 2xx and writes both the `user`
row and its credential `account` row. `POST /api/auth/sign-in/email`
then answers 2xx and sets a session cookie. An install that upgrades
keeps its existing users.

**Steps to reproduce**

1. Start a server from `master` with
`PAPERCLIP_DEPLOYMENT_MODE=authenticated` against an empty database.
2. `curl -X POST http://127.0.0.1:<port>/api/auth/sign-up/email -H
'Content-Type: application/json' -H 'Origin: http://127.0.0.1:<port>'
--data
'{"name":"A","email":"a@example.com","password":"a-long-password"}'`
3. The response is HTTP 500 with an empty body.

**Paperclip version or commit**

`master` at 4436cf0. The defect starts at 69e8585 (#11886), which moved
Better Auth from 1.6.28 to 1.7.0.

**Deployment mode**

`authenticated`. `local_trusted` does not sign users in, so it is not
affected. Hosted tenants are not affected either: that path resolves the
actor from a trusted header and never reads `account`.

**Database mode**

Both. Embedded PostgreSQL and external PostgreSQL use the same Drizzle
schema.

**Relevant logs or output**

Reproduced in a test by reverting the schema change:

```
stderr | better-auth-credential-signup.integration.test.ts
[Better Auth]: The field "issuer" does not exist in the "account" Drizzle schema.
AssertionError: expected 500 to be 200
```

## What Changed

- `packages/db/src/schema/auth.ts`: adds `issuer` (text, NOT NULL) to
`authAccounts`, and the `(issuer, account_id)` unique index that mirrors
the index Better Auth declares on the model. The field name, type,
requiredness, and index all come from
`@better-auth/core/dist/db/get-tables.mjs` in 1.7.0.
- `packages/db/src/migrations/0230_better_auth_account_issuer.sql`: adds
the column, backfills every existing row, sets NOT NULL, and creates the
unique index.
- `packages/db/src/migrations/meta/0230_snapshot.json` and
`_journal.json`: regenerated with `pnpm --filter @paperclipai/db
generate`.
- `packages/db/src/better-auth-account-issuer-migration.test.ts`: new.
Asserts the schema shape, then rewinds the migration on a real database,
seeds pre-upgrade rows, and re-applies it.
-
`server/src/__tests__/better-auth-credential-signup.integration.test.ts`:
new. Real sign-up and sign-in through the Better Auth mount, against the
real Drizzle schema and a migrated PostgreSQL.
- `cli/src/__tests__/worktree.test.ts`: the worktree seed fixture writes
a credential `account` row, so it now writes `issuer` too.

`server/package.json` and `pnpm-lock.yaml` are untouched. The dependency
is correct; the schema was what was missing.

### The issuer values, and where they come from

Better Auth builds these itself, in
`@better-auth/core/src/db/schema/account.ts`:

```ts
export function createLocalAccountIssuer(providerId: string): string {
  return `local:${encodeURIComponent(providerId)}`;
}
export function createOAuthAccountIssuer(providerId: string): string {
  return `local:oauth:${encodeURIComponent(providerId)}`;
}
```

Sign-up and sign-in both call `createLocalAccountIssuer("credential")`,
so a credential account is `local:credential`. An OAuth account whose
provider declares no `accountIssuer` of its own is
`local:oauth:<providerId>` — no built-in social provider declares one.
The migration writes exactly those two forms:

```sql
ALTER TABLE "account" ADD COLUMN IF NOT EXISTS "issuer" text;
UPDATE "account"
SET "issuer" = CASE
  WHEN "provider_id" = 'credential' THEN 'local:credential'
  ELSE 'local:oauth:' || "provider_id"
END
WHERE "issuer" IS NULL;
ALTER TABLE "account" ALTER COLUMN "issuer" SET NOT NULL;
CREATE UNIQUE INDEX IF NOT EXISTS "account_issuer_account_id_uq" ON "account" USING btree ("issuer","account_id");
```

Two limits are worth stating plainly. The OAuth branch reproduces
`createOAuthAccountIssuer` for provider ids that need no
percent-encoding, which covers every built-in provider id; a provider id
with a character `encodeURIComponent` would escape would get a slightly
different string. And a generic-OAuth provider that sets `accountIssuer`
explicitly (Okta, Auth0, Keycloak, Slack, Line) uses the real issuer
URL, which this migration cannot know. Neither case can arise on
Paperclip today: `createBetterAuthInstance` configures
`emailAndPassword` only and registers no social or generic-OAuth
provider, so every existing row is a credential row. The OAuth branch is
there so the backfill stays total rather than leaving a NULL that aborts
`SET NOT NULL`.

## Verification

- `pnpm --filter @paperclipai/db check:migrations` — passes.
- `pnpm --filter @paperclipai/db typecheck` — passes.
- `packages/db` suite: 30 files, 107 tests, all pass.
- `npx tsc --noEmit` in `server/` — no error in any changed file. (The
wrapped `pnpm typecheck` builds the runner vendor first, which needs
cargo; that toolchain was not available here, so the pre-existing
"cannot find module" errors from the unbuilt workspace packages remain
in the bare run.)
- `node --test scripts/__tests__/run-vitest-stable-shard.test.mjs` —
passes with the new server suite in the file list.
- The two new tests were confirmed to fail without the fix:
- Reverting `packages/db/src/schema/auth.ts` to its `master` content
makes the server test fail with the reported error and `expected 500 to
be 200`.
- Narrowing the backfill to `WHERE "issuer" IS NULL AND "provider_id" =
'credential'` makes the migration test fail with `column "issuer" of
relation "account" contains null values` — the failure mode of #12269.
- End to end against a server built from this branch, started with
`PAPERCLIP_DEPLOYMENT_MODE=authenticated` on embedded PostgreSQL:
  - `POST /api/auth/sign-up/email` → 200 with a user and token.
  - `POST /api/auth/sign-in/email` → 200 with a session cookie.
  - `GET /api/auth/get-session` → 200 with the session.
- The stored row is `issuer = 'local:credential'`, `provider_id =
'credential'`, `account_id = user_id`, and `pg_indexes` lists
`account_issuer_account_id_uq`.
- `scripts/docker-onboard-smoke.sh` was not used as proof: it installs
`paperclipai` from npm inside the container, so it exercises a published
release rather than this branch.

## Risks

- **Migration.** The migration backfills every existing row before `SET
NOT NULL`, so an install that upgrades keeps working and its users keep
signing in. `account` is one row per user per provider, so the
full-table `UPDATE` and the index build are cheap;
`packages/db/src/table-size-estimates.ts` already classes `account` as
small, and `check:migrations` passes with no new safety finding.
- **New unique index.** `(issuer, account_id)` is the key Better Auth
resolves accounts by, so a duplicate would already be a defect. Better
Auth writes one credential account per user keyed on the user id, so the
pair is unique by construction. An install that somehow holds a
duplicate would fail the index build rather than corrupt anything, and
the migration is a single transaction.
- **Orphaned users are not repaired.** An address that hit the broken
window has a `user` row and no `account` row. This migration does not
delete or repair those rows, so that address stays unusable after the
upgrade: sign-up says the user exists, and there is no credential
account to sign in as or reset. Only installs that ran a build
containing #11886 are affected, and the repair — deleting the orphaned
`user` rows — is a judgment call about live data that does not belong in
an automatic migration.
- **Not a behavior change anywhere else.** Only the `account` table
changes. Hosted tenants resolve their actor from a trusted header and
never read it.

## Model Used

Claude (Anthropic), Claude Opus, 1M context, 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 22:31:35 -07:00
Devin Foley bdd8f1bedb Repair the drizzle snapshot so generate emits no spurious migration (#12333)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip keeps its state in PostgreSQL, and `packages/db` owns that
schema through Drizzle
> - `drizzle-kit generate` writes a new migration by diffing
`packages/db/src/schema/` against the newest snapshot in
`packages/db/src/migrations/meta/`, so the snapshot must describe the
schema that the migrations produce
> - Snapshot `0228` recorded the new `error_count` column on the wrong
table, and snapshot `0229` inherited the error, so the newest snapshot
no longer matched the schema
> - Because of that, `generate` on `master` folded the drift into any
new migration: it emitted an `ADD COLUMN` for a column that migration
`0228` already creates, which fails on a fresh database, plus an
out-of-scope `DROP COLUMN`
> - This pull request moves the column entry to the correct table in
both snapshots and adds a test that repeats the diff `generate` performs
> - The benefit is that the next person who generates a migration gets
only their own change, and CI fails if the snapshot drifts again

## Linked Issues or Issue Description

No existing issue. The description below follows
`.github/ISSUE_TEMPLATE/bug_report.yml`.

**What happened?**

`drizzle-kit generate` on `master` emits a wrong migration. The newest
snapshot, `packages/db/src/migrations/meta/0229_snapshot.json`,
disagrees with the schema in two places. It omits
`issue_question_response_deliveries.error_count`, which
`0228_nasty_grim_reaper.sql` creates. It also carries
`decision_archive_notification_outbox.error_count`, which no migration
ever creates and the Drizzle schema never declared. Snapshot `0228`
introduced both halves of the error: it added the new `error_count`
column to `decision_archive_notification_outbox` instead of the table
that the same migration creates. Snapshot `0229` copied it forward. Any
new migration therefore starts with two statements that do not belong to
it:

```sql
ALTER TABLE "issue_question_response_deliveries" ADD COLUMN "error_count" integer DEFAULT 0 NOT NULL;
ALTER TABLE "decision_archive_notification_outbox" DROP COLUMN "error_count";
```

The `ADD COLUMN` fails on a fresh database, because migration `0228`
already creates that column. The `DROP COLUMN` targets a column that
does not exist on any deployment.

**Expected behavior**

`drizzle-kit generate` reports "No schema changes, nothing to migrate"
on a clean checkout of `master`, and a new migration contains only the
author's own schema change.

**Steps to reproduce**

1. Check out `master` at commit `bc1a21564`.
2. Run `pnpm install`.
3. Run `pnpm --filter @paperclipai/db generate`.
4. Read the emitted `packages/db/src/migrations/0230_*.sql`. It contains
the two statements above, and no schema file was changed.

**Paperclip version or commit**

`master` at `bc1a21564`. The drift entered in #12307 (snapshot `0228`)
and was carried forward by #12291 (snapshot `0229`), which worked around
it by building its snapshot by hand.

**Deployment mode**

Not deployment specific. It affects anyone who generates a migration,
and it affects any fresh database that would later run the bad
migration.

**Database mode**

All PostgreSQL modes: embedded, local Docker, and hosted.

## What Changed

- Moved the `error_count` column entry from
`decision_archive_notification_outbox` to
`issue_question_response_deliveries` in
`packages/db/src/migrations/meta/0228_snapshot.json` and
`packages/db/src/migrations/meta/0229_snapshot.json`. Both files keep
their `id` and `prevId`, so the snapshot chain is unchanged.
- Added `packages/db/src/migration-snapshot-drift.test.ts`. It reads the
newest snapshot named by `_journal.json`, serializes the schema modules
with `generateDrizzleJson`, and asserts that `generateMigration` returns
no statements. This is the same diff that `generate` performs.
- Documented the snapshot rule in `doc/DATABASE.md` under a new
"Migration snapshots" section.

No migration SQL was added, renumbered, or edited. No schema file
changed. The database is correct as it is; only the snapshot was wrong.

Why both snapshots and not only the newest one: `0229` is the file that
`generate` reads, so repairing it is what fixes the bug. `0228` holds
the same error, and `drizzle-kit drop` removes the last migration and
its snapshot, which would promote `0228` back to newest and bring the
drift back. Repairing both removes that trap. Snapshots are never
applied to a database, so neither edit changes any deployment.

## Verification

Commands run from the repository root.

- `pnpm --filter @paperclipai/db generate` — "No schema changes, nothing
to migrate 😴". It writes no SQL file, no snapshot, and no journal entry.
`git status` stays clean. Before the fix, the same command wrote
`0230_fast_caretaker.sql` with the two spurious statements.
- The repaired `0229_snapshot.json` is byte-identical to the snapshot
that a real `generate` run produced, except for the `id` and `prevId`
that keep the chain intact.
- Chain check: the repaired `0228` and `0229` snapshots now differ by
exactly the two columns that
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` drops,
`companies.brand_color` and `companies.attachment_max_bytes`, and by
nothing else.
- Database check: applied all 229 migrations in order to an embedded
PostgreSQL, then compared the live schema with the repaired snapshot.
179 tables and 2687 columns match, with no missing column, no extra
column, and no nullability difference. The same comparison against the
pre-fix snapshot reports exactly two problems: `column only in snapshot:
decision_archive_notification_outbox.error_count` and `column only in
database: issue_question_response_deliveries.error_count`. This harness
was a scratch script and is not part of the pull request.
- `pnpm --filter @paperclipai/db typecheck` — pass. It runs
`check:migrations`, which is `check-migration-numbering` and
`check-migration-safety`.
- `npx vitest run --root packages/db` — 28 files, 102 tests, all pass.
This includes the new test.
- New test, negative case: with the pre-fix `0229_snapshot.json`
restored, `migration-snapshot-drift.test.ts` fails and prints exactly
the two spurious statements, plus the instruction to run `generate`. It
passes on the repaired snapshot. It takes about 1.2 seconds and needs no
database.
- `node scripts/check-forbidden-tokens.mjs` and `node
scripts/check-no-git-push.mjs` — pass.

## Risks

Low risk. A Drizzle snapshot is a build-time record for `drizzle-kit
generate`. It is never applied to a database, so this change cannot
alter any deployment, and no operator action is needed. Databases that
already ran migrations `0228` and `0229` are correct today and stay
correct.

The proof is a clean `generate`: the command that produced the wrong
migration now reports "No schema changes, nothing to migrate" and writes
nothing.

Two smaller notes:

- The new test depends on `drizzle-kit/api`, which is already a dev
dependency of `packages/db`. If a future `drizzle-kit` upgrade changes
that surface, the test fails loudly at import rather than passing
silently.
- The test imports every module in `packages/db/src/schema/`, which is
the same set that `drizzle.config.ts` points the CLI at. It deduplicates
by object identity, because the barrel re-exports the same table objects
and `drizzle-kit` rejects a table it sees twice.

## 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 12:56:07 -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 76f7019bdf feat(server): derive hosted-tenant issue prefixes from the company name and follow renames (#12292)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every company has an issue prefix. It is the visible half of each
task and case identifier, and a self-hosted company derives it from the
name it was created with
> - A hosted or managed instance does not use the create-company flow.
The trusted-header auth path claims the tenant company instead
> - That path minted the prefix from a hash of the stack id, and it
wrote a placeholder description that nobody chose
> - So a hosted company showed opaque task IDs such as `PC7F2A-14`, and
a rename never changed them
> - This pull request derives the prefix from the company name on that
path too. It re-derives the prefix when the name changes on a managed
instance, and it rewrites the stored issue and case identifiers so
existing tasks follow the rename
> - It also repairs each company that an earlier build claimed. The
repair runs once, on the next authenticated request
> - The benefit is that task IDs on a hosted instance read like the ones
on a self-hosted instance, and they stay correct after a rename

## 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 tenant company claim in `resolveCloudTenantActor`
(`server/src/middleware/auth.ts`) and the company update in
`companyService.update` (`server/src/services/companies.ts`). Both
decide the
`issue_prefix` and the `description` of a company on a hosted or managed
instance.

**Subsystem affected**

`server/` — REST API and orchestration services. One small hint was also
added
in `ui/`.

**Current behavior**

A self-hosted company gets its issue prefix from its name. "Acme
Robotics"
becomes `ACM`, and its tasks read `ACM-14`.

A hosted or managed instance claims the company through the
trusted-header auth
path. That path wrote a different prefix: `"PC"` plus the first four hex
characters of the SHA-256 of the stack id. The same path also wrote a
placeholder description, `"Provisioned by ... for stack <stack id>."`.

The result is a task ID such as `PC7F2A-14`. It says nothing about the
company.
A later rename of the company does not change it, because nothing
re-derives
the prefix after creation.

**Proposed behavior**

The claim path derives the prefix from the company name, exactly as the
create-company flow does. It writes no description.

On a managed instance, a rename re-derives the prefix. The stored issue
and
case identifiers move with it, so `ACM-14` becomes `NOR-14` when "Acme
Robotics" becomes "Northwind Traders". A rename that keeps the same
three-letter
base keeps the current prefix, including any disambiguating suffix.

A self-hosted instance is unchanged. A rename there still keeps the
prefix the
company was created with.

Companies that an earlier build already claimed get a one-time repair on
their
next authenticated request. The repair re-derives the prefix from the
current
name, re-keys the identifiers, and clears the placeholder description.

**Reason and benefit**

A task ID is the primary handle for a task. People type it, paste it
into chat,
and read it in a URL. On a hosted instance that handle was an opaque
hash, and
it disagreed with the company name that the same user chose during
signup. The
name is the only prefix source a hosted user ever supplies, so the
prefix now
follows it.

**Breaking changes**

Yes, on hosted and managed instances only. A company rename now rewrites
the
stored issue and case identifiers. Links that carry an old identifier
stop
resolving after the rename. The company settings page states this before
the
user saves. The one-time repair applies the same rewrite once to
companies that
carry the old hash prefix. Self-hosted behavior does not change.

## What Changed

- Added `server/src/services/issue-prefix.ts`. It holds the prefix
helpers that
used to live inside the `companyService` closure:
`ISSUE_PREFIX_FALLBACK`,
  `deriveIssuePrefixBase`, `issuePrefixSuffixForAttempt`, and
  `isIssuePrefixConflict`. The companies service now imports them.
- Added `pickAvailableIssuePrefix` to that module. It reads the prefixes
in one
base family and returns the first free candidate. A standalone `INSERT`
can
retry on a unique violation, because each failed statement is its own
implicit
transaction. A caller that already holds a transaction cannot, because
the
violation aborts the whole transaction. Such a caller picks first, then
writes.
- Added `rekeyCompanyIssueIdentifiers` to that module. It rewrites the
prefix of
the stored `issues.identifier` and `cases.identifier` values of one
company in
  the caller's transaction, and it returns the two row counts.
- `companyService.update` re-derives the prefix when the name changes on
a
managed instance, re-keys both tables in the same transaction, and
writes a
  `company.updated` activity entry after the commit.
- `resolveCloudTenantActor` claims the company with a name-derived
prefix and a
null description. The claim retries with the next suffix when the prefix
is
  taken.
- `resolveCloudTenantActor` also runs a one-time repair for companies
that carry
the old hash prefix. An exact-match fence on the update lets a
concurrent
rename win. The repair is idempotent, because its guards stop matching
after
  it lands.
- The rename takes a row lock on the company before it compares anything
against
it, and it re-keys from the prefix it reads under that lock. Only patch
and
environment facts gate the lock, so no stale read can steer the
decision. Two
overlapping updates would otherwise leave a company whose prefix
disagrees with
its own identifiers, in either direction: two renames, where the second
re-keys
from a prefix the first already moved; or a rename plus a stale form
that
resubmits the original name, where the second sees an unchanged name,
skips
re-derivation, and restores the old name on top of the first rename's
prefix.
Only a managed instance takes the lock, and only for an update that
carries a
  name.
- Both helpers compare an exact identifier head instead of a LIKE
pattern. A
  stored prefix is data, so it must never be read as a pattern.
- The company settings page shows a hint under the name field on a
managed
  instance: renaming can change the task ID prefix.

## Verification

Automated tests:

```
pnpm --filter @paperclipai/server exec vitest run \
  src/services/issue-prefix.test.ts \
  src/__tests__/companies-service.test.ts \
  src/__tests__/cloud-tenant-company-provisioning.test.ts \
  src/middleware/cloud-tenant-actor.test.ts \
  src/__tests__/auth-session-route.test.ts \
  src/__tests__/cloud-routes.test.ts \
  src/__tests__/cloud-instance.test.ts \
  src/__tests__/company-branding-route.test.ts \
  src/__tests__/company-cloud-floor.test.ts \
  src/__tests__/companies-route-cross-company-authz.test.ts \
  src/__tests__/companies-route-path-guard.test.ts \
  src/__tests__/company-portability.test.ts
pnpm --filter @paperclipai/ui exec vitest run
pnpm --filter @paperclipai/ui typecheck
```

New coverage:

- `server/src/services/issue-prefix.test.ts` covers the derivation, the
suffix
  ladder, the cause-chain walk of the unique-violation detector, and
  `pickAvailableIssuePrefix` against a stubbed select.
- `server/src/__tests__/companies-service.test.ts` covers a managed
rename
against a real Postgres database: the prefix moves, both identifier
tables are
re-keyed, and the activity entry is written. It also covers a same-base
rename,
  a collision that takes the suffixed candidate, a non-name patch, and a
self-hosted rename that leaves the prefix alone. Two more tests drive
the
overlap cases: two concurrent renames of the same company, and a rename
racing
a stale form that resubmits the original name. Both assert that the
surviving
name's base matches the company prefix and that the stored identifiers
sit on
  that prefix.
- `server/src/__tests__/cloud-tenant-company-provisioning.test.ts`
covers the
claim path and the repair against a real Postgres database: a
name-derived
prefix, a null description, a suffixed prefix on collision, the full
repair,
  a second pass that changes nothing, a description-only repair, and an
  operator-written description that the repair leaves alone.
- `ui/src/pages/CompanySettingsRenameHint.test.tsx` covers the hint on a
managed
  instance and its absence on a self-hosted instance.

The `substring` cast in `rekeyCompanyIssueIdentifiers` is load-bearing
and the
database tests prove it. The driver binds the offset as text. Without
the
`::int` cast Postgres resolves the SQL-regex overload of `substring`,
and every
identifier becomes NULL.

## Risks

- **Re-keying changes existing identifiers and URLs.** This is
deliberate, and
it happens on hosted and managed instances only. After a rename, a link
that
carries an old task identifier stops resolving. The settings page warns
about
  this before the user saves.
- **Identifiers inside comment text are not rewritten.** Only the
`identifier`
columns of `issues` and `cases` move. A task ID that someone typed into
a
  comment, a description, or a document keeps the old prefix.
- **A lost prefix race inside the rename transaction surfaces as a
conflict.**
The rename picks a free prefix and then writes, because a unique
violation
inside a transaction aborts the whole transaction. Two *different*
companies
renamed onto the same base at the same moment can still collide. The
loser
sees its PATCH fail with the unique violation. The write is retryable by
the
client, and the window is a single statement wide. Two renames of the
*same*
company no longer race: the row lock serializes them, and the second one
  re-keys from what the first committed.
- **The rename holds a row lock.** A managed rename takes `SELECT ...
FOR UPDATE`
on its own company row for the rest of the transaction. It is one row,
and no
other path in the transaction locks a company row, so there is no
lock-order
cycle. A self-hosted instance and every non-rename company update never
reach
  the lock.
- **The one-time repair is best effort.** It runs inside a try/catch and
logs a
warning on failure, so it never blocks authentication. A failed pass is
retried
  on the next request, because its guards still match.
- No schema change and no migration.

## Model Used

- Provider: Anthropic (Claude)
- Model: Claude Opus, model id `claude-opus-5[1m]`
- Context window: 1M
- Reasoning mode: extended thinking
- Capabilities used: agentic tool use through Claude Code (file edits,
shell,
  test runs against an embedded Postgres database)

## 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
2026-08-27 11:34:42 -07:00
Devin Foley a4f1b3c533 Move company invites into a tab of the Members page (#12289)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company settings include member management and invites, which are
one workflow: invite someone, watch the join request, manage the
membership
> - Today invites sit on a standalone settings page, costing a sidebar
entry and forcing people to bounce between two pages for one task
> - Merging invites into the Members page keeps the workflow in one
place without losing any capability
> - This pull request turns the Members page into a Members/Invites tab
bar, redirects the old URL, and keeps both operator-visibility keys
meaningful
> - The benefit is a tighter settings surface for every deployment, with
`company.invites` now hiding just the tab while `company.members` hides
the whole page

## Linked Issues or Issue Description

No public issue exists; describing the issue inline per the enhancement
template:

**What existing behavior does this improve?**
Company invites live on a standalone settings page separate from the
Members page, even though inviting someone and managing the resulting
membership are one workflow.

**Subsystem affected**
Web UI (company settings)

**Current behavior**
`/company/settings/invites` is its own page with its own sidebar entry
(gated by `company.invites`); the Members page (`company.members`) is
separate. The sidebar company menu's "Invite people" shortcut links to
the invites page and is not gated by the hidden-settings mechanism at
all.

**Proposed behavior**
The Members page carries a Members/Invites tab bar, addressable via
`?tab=invites`. The invite creation flow, latest-link panel, and invite
history move unchanged into an `InvitesSection` component. The old URL
redirects to the tab (still behind its `HiddenSettingsPageGate`).
`company.members` hides the whole page; `company.invites` hides just the
Invites tab, and the tab bar collapses when only Members remains. The
"Invite people" shortcut points at the tab and hides when either surface
is operator-hidden.

**Reason and benefit**
One settings surface for one workflow: fewer sidebar entries and no
bouncing between two pages to invite someone and then manage the
membership. Operators keep the same visibility controls, with a sharper
meaning for each key.

**Breaking changes**
None. Bookmarks to the old invites URL redirect to the tab, invite and
membership APIs are unchanged, and both hidden-settings keys keep
working.

## What Changed

- `ui/src/pages/CompanyInvites.tsx` →
`ui/src/components/access/InvitesSection.tsx` (page chrome and
breadcrumbs dropped; content unchanged), with its tests moved alongside.
- `ui/src/pages/CompanyAccess.tsx`: Members/Invites tabs via the shared
`PageTabBar`, `?tab=invites` search param, `company.invites` gating with
tab snap-back; legacy "Open Invites" button retargeted.
- `ui/src/App.tsx`: the invites route becomes a gated redirect to
`/company/settings/members?tab=invites`.
- `CompanySettingsSidebar` / `CompanySettingsNav`: standalone Invites
entry/tab removed; the old path maps to the members tab.
- `ui/src/components/SidebarCompanyMenu.tsx`: "Invite people" now links
to the tab and hides when `company.members` or `company.invites` is
hidden (closes an existing gating gap).
- Tests: moved invites tests, new tab coverage (default tab, deep link,
operator-hidden tab skips the invites fetch), sidebar/nav suites
updated.

## Verification

- `npx vitest run ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx
ui/src/pages/CompanyAccess.test.tsx
ui/src/components/access/InvitesSection.test.tsx` — 24 tests passing.
- `pnpm --filter @paperclipai/ui typecheck` — clean.

## Risks

- Low. Pure UI restructure: invite APIs, membership APIs, and the
hidden-settings registry keys are unchanged. Bookmarks to the old
invites URL redirect (and stay gated). The `company.invites` key's
meaning narrows from "hide the page" to "hide the tab", which is the
same effective surface.

## 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
- [ ] 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 11:34:32 -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 8f195c2f49 Let operators supply defaults for selected instance settings (#12285)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hosting operators (a managed cloud, an internal shared server) tune
the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, but hiding a
control never changes its value
> - An instance whose stored feedback-sharing preference is still the
schema default ("prompt") keeps prompting users even when the operator
hid the control, leaving them no way to answer
> - More generally, operators have no supported way to change what a
setting defaults to without patching code
> - This pull request adds `PAPERCLIP_SETTING_DEFAULTS`, a generic
operator-supplied read-time default overlay for registry-listed general
settings
> - The benefit is that any hosting operator can pair "hide the control"
with "default the value", while explicit user choices and self-hosted
stock behavior stay untouched

## Linked Issues or Issue Description

No public issue exists; following the enhancement template:

**What existing behavior does this improve?**
Hosting operators need to supply the default value of selected instance
settings (first: `feedbackDataSharingPreference`) via configuration,
without patching code and without a hard-coded, opinionated constant in
the product.

**Subsystem affected**
Server (instance-settings service, feedback service, boot) and
`packages/shared` (settings schemas).

**Current behavior**
Setting defaults are fixed in the shared zod schemas.
`PAPERCLIP_HIDDEN_SETTINGS` can hide the feedback-sharing control and
floor writes, but the stored value stays "prompt", so issue-chat
surfaces keep prompting with no way to answer.

**Proposed behavior**
`PAPERCLIP_SETTING_DEFAULTS` takes a JSON object validated against a
shared registry of defaultable fields. The operator value substitutes
for the schema default at read time: a field whose effective value is
still the schema default resolves to the operator value; an explicit
non-default user choice always wins. Never persisted; unsetting the
variable restores stock behavior. Malformed JSON or an invalid value for
a known field refuses startup (fail closed); unknown field names warn
and are ignored (mixed-version fleet safe).

**Reason and benefit**
Any hosting operator can pair "hide the control" with "default the
value" without forking the product. Explicit user choices and
self-hosted stock behavior stay untouched.

**Breaking changes**
None. With the variable unset, every read path is byte-identical to
before.

## What Changed

- New `packages/shared/src/setting-defaults.ts`:
`SETTING_DEFAULTS_ENV_KEY`, `DEFAULTABLE_GENERAL_SETTINGS` registry
(currently `feedbackDataSharingPreference`), `parseSettingDefaults`
(fail-closed for policy content, warn-ignore unknown fields),
`applyOperatorGeneralDefaults` (pure read-time overlay),
`stripOperatorGeneralEchoes` (persist-time echo strip, see below),
re-exported from the package index.
- New `server/src/services/setting-defaults.ts`: parse-once accessor
mirroring `settings-visibility.ts`.
- `server/src/services/instance-settings.ts`: `toGeneralView` applies
the overlay in `get`/`getGeneral`/update responses; persisted writes
never carry operator values. Because general-settings writes materialize
every field, a stored schema-default value is treated as unchosen —
deliberate, documented, and covered by tests.
- `server/src/services/feedback.ts`: the preference-persistence branch
now checks the effective (overlaid) preference, so a stray prompt answer
cannot overwrite an operator default; its local normalize fallback now
returns full schema defaults.
- `server/src/index.ts`: boot-time fail-fast parse with a log line
naming the defaulted settings, mirroring the managed-config posture.
- The hidden-settings write floor (`assertNoHiddenSettingChanges`) keeps
comparing against effective values, so clients echoing a full GET
response keep working. To keep the overlay strictly read-time,
`updateGeneral` strips such echoes at persist time: a write of the
operator value over a field whose stored value is still the schema
default (unchosen) maps back to the schema default, so an echo cannot
promote the operator value into an explicit stored choice and later
changes to (or removal of) `PAPERCLIP_SETTING_DEFAULTS` still take
effect. A write of any other value, or over an explicit stored choice,
persists as given.
- Docs: `PAPERCLIP_SETTING_DEFAULTS` row + "Operator setting defaults"
section in `docs/deploy/environment-variables.md`.
- Tests: `packages/shared/src/setting-defaults.test.ts` (parse matrix,
overlay precedence, echo-strip matrix, immutability) and
`server/src/__tests__/instance-settings-operator-defaults.test.ts`
(accessor, substitution, explicit-choice wins, unset identity,
never-persisted, full-GET echo stays unchosen, explicit non-default
write persists).

## Verification

- `npx vitest run packages/shared/src/setting-defaults.test.ts
server/src/__tests__/instance-settings-operator-defaults.test.ts
server/src/__tests__/instance-settings-managed-overlay.test.ts` — 33
tests passing.
- `npx vitest run server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/instance-settings-service.test.ts` — 57 passing;
`npx vitest run server/src/__tests__/feedback-service.test.ts
server/src/__tests__/issue-feedback-routes.test.ts` — 18 passing.
- `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter
@paperclipai/server typecheck` — clean.

## Risks

- Low. With the variable unset every read path is byte-identical to
before (identity overlay, covered by tests). The overlay is read-time
only and never persisted, so no migration and no data risk. Fail-closed
parsing means a bad policy value is a loud boot failure rather than
silent drift — consistent with the existing managed-config contract.

## 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
- [ ] 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 11:29:05 -07:00
Devin Foley e34ed9801b Let operators hide the Provider vaults and Proposals tabs (#12284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Hosting operators (a managed cloud, an internal shared server) tune
the settings surface with `PAPERCLIP_HIDDEN_SETTINGS`, which today hides
whole pages
> - The Secrets page bundles four tabs, and two of them — Provider
vaults and Proposals — do not apply to deployments where the operator
provisions provider credentials itself
> - Hiding the whole Secrets page is too coarse: the Secrets and My
secrets tabs stay essential everywhere
> - This pull request adds per-tab visibility keys
(`company.secrets.vaults`, `company.secrets.proposals`) as a new
company-section registry group
> - The benefit is that any hosting operator can trim the Secrets page
to what fits their deployment, with self-hosted behavior unchanged by
default

## Linked Issues or Issue Description

No public issue exists; following the enhancement template:

**What existing behavior does this improve?**
`PAPERCLIP_HIDDEN_SETTINGS` can hide the whole Secrets page
(`company.secrets`) but not individual tabs. Operators of managed
deployments need to hide the Provider vaults and Proposals tabs while
keeping the rest of the page.

**Subsystem affected**
Settings visibility (`packages/shared/src/settings-visibility.ts`) and
the Secrets page UI (`ui/src/pages/Secrets.tsx`).

**Current behavior**
The Secrets page always renders all four tabs (Secrets, My secrets,
Provider vaults, Proposals), polls pending proposals for the badge, and
offers "manage vaults" affordances that jump to the vaults tab.

**Proposed behavior**
Two new registry keys, `company.secrets.vaults` and
`company.secrets.proposals`, hide the corresponding tab: the tab-bar
entry disappears, an active hidden tab snaps back to Secrets, the
manage-vaults affordances are suppressed, and the pending-proposals poll
stops. UI visibility only — the provider-config and proposal APIs stay
live for agents and integrations, matching the existing `company.*`
precedent. Nothing changes when the variable is unset.

**Reason and benefit**
Any hosting operator (a managed cloud, an internal shared server) can
trim the Secrets page to what fits their deployment — for example when
the operator provisions provider credentials itself, so the vault and
proposal flows do not apply — without losing the Secrets and My secrets
tabs, which stay essential everywhere.

**Breaking changes**
None. With `PAPERCLIP_HIDDEN_SETTINGS` unset (or set to existing keys
only) nothing changes; older app versions receiving the new keys ignore
them with a warning by design.

## What Changed

- `packages/shared/src/settings-visibility.ts`: new
`HIDEABLE_COMPANY_SECTIONS` group (`company.secrets.vaults`,
`company.secrets.proposals`), `HideableCompanySection` type,
`hidesCompanySection()` helper, wired into `HideableSettingKey` /
`HIDEABLE_SETTING_KEYS`, re-exported from the package index.
- `ui/src/pages/Secrets.tsx`: tab-bar filtering, hidden-tab snap-back
effect, gated pending-proposals query, conditional `onManageVaults` on
both the import button and dialog (the button's "AWS vault disabled —
manage" affordance renders nothing when vaults are hidden), hidden
`TabsContent` blocks.
- Docs: new bullet in `docs/deploy/environment-variables.md` under
"Hiding settings surfaces".
- Tests: registry membership/parse cases in
`settings-visibility.test.ts`; new render cases in
`Secrets.render.test.tsx` (hidden tabs absent + proposals poll skipped;
default render keeps both tabs and the poll).

## Verification

- `npx vitest run packages/shared/src/settings-visibility.test.ts
ui/src/pages/Secrets.render.test.tsx` — 43 tests passing.
- `pnpm --filter @paperclipai/shared typecheck` and `pnpm --filter
@paperclipai/ui typecheck` — clean.

## Risks

- Low. Nothing changes with `PAPERCLIP_HIDDEN_SETTINGS` unset (covered
by the default-render test). The keys are UI-visibility only, so
agent/integration API access is unaffected. Older app versions receiving
the new keys ignore them with a warning by design.

## 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
- [ ] 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 11:28:15 -07:00
Devin Foley 325041cb00 fix(assets): accept identity-provider characters in image upload namespaces (#12288)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Humans oversee those agents in teams, so each person has a login and
a profile with an avatar
> - Avatars, logos and pasted images all go to one asset upload API,
which files each object under a namespace
> - The avatar namespace embeds the user id, and a deployment can take
user ids from an external identity layer, where a subject often holds
":", "|", "." or "@"
> - But the namespace validator accepted only letters, numbers, "/", "_"
and "-", so those users got a 400 "Invalid image metadata" error and
could not set a profile photo
> - This pull request widens the accepted characters, rejects "." and
".." path segments with a clear message, and cleans the namespace in the
upload client
> - The benefit is that profile photo upload works for every user, and a
namespace the API refuses now returns a message that says what is wrong

## Linked Issues or Issue Description

No existing issue or open pull request covers this. I searched the issue
and pull request lists for "avatar upload", "profile photo", "Invalid
image metadata" and "asset namespace" and found no duplicate. The bug
report follows.

**What happened?**

Profile photo upload fails. `ui/src/pages/ProfileSettings.tsx` sends the
namespace `profiles/${user.id}` to `POST
/api/companies/:companyId/assets/images`. When the user id comes from an
external identity layer it can contain ":", "|", "." or "@" — for
example `oidc:example|jane.example@example.com`.
`createAssetImageMetadataSchema` in
`packages/shared/src/validators/asset.ts` accepted only
`/^[a-zA-Z0-9\/_-]+$/`, so the route returned 400 "Invalid image
metadata" (`server/src/routes/assets.ts`). The image bytes were never
the problem, but the message pointed at the image, so the toast gave the
user nothing to act on.

A second case has the same cause. The agent instructions editor in
`ui/src/pages/AgentDetail.tsx` builds a namespace that ends with a
filename, such as `agents/<id>/instructions/SKILL.md`. The "." in the
filename also failed the check.

**Expected behavior**

A profile photo uploads for any user id the app itself issues, and an
image pasted into the agent instructions editor uploads for any
instruction filename. A namespace the API does refuse returns a message
that names the field and states the rule.

**Steps to reproduce**

1. Run Paperclip with an external identity provider, so `user.id` holds
an OIDC subject such as `oidc:example|jane.example@example.com`.
2. Open Settings, then Profile.
3. Choose an avatar image.
4. The upload fails and the page shows "Invalid image metadata".

Or, with no identity provider:

1. Open an agent, then the instructions editor, and select a file whose
name contains a "." such as `SKILL.md`.
2. Paste an image into the editor.
3. The upload fails with the same error.

**Paperclip version or commit**

`master` at eb86fcd49.

**Deployment mode**

Any deployment whose user ids come from an external identity layer. The
instructions-editor case reproduces on a plain self-hosted install too.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

## What Changed

- `packages/shared/src/validators/asset.ts`: widen the namespace pattern
to `/^[a-zA-Z0-9\/_.:@|-]+$/`, and reject any "/"-separated segment
equal to "." or "..". A traversal attempt now gets a clean 400 from the
validator instead of an error from the storage provider.
- `packages/shared/src/validators/asset.ts`: add
`sanitizeAssetNamespace()`, which maps any string to a namespace the
schema accepts. It works per segment: it keeps the accepted characters,
turns the others into "-", collapses repeated dashes, drops empty and
dot-only segments, and caps the result at 120 characters. It returns
`undefined` when no segment survives, and the caller then sends no
namespace.
- `packages/shared/src/validators/asset.ts`: export
`ASSET_NAMESPACE_MAX_LENGTH` and `ASSET_NAMESPACE_RULE`, so the rule
text and the API error cannot drift apart.
- `ui/src/api/assets.ts`: run the namespace through
`sanitizeAssetNamespace()` in `uploadImage`. This is one choke point for
all callers, so no caller has to know the rule.
- `server/src/routes/assets.ts`: name the field in the 400 message —
`Invalid image metadata: "namespace" must be 1-120 characters of
letters, numbers, or / _ - . : @ |, and cannot contain "." or ".." path
segments`. The zod issue details stay in the response. The UI shows
`body.error`, so the toast is now actionable.
- Tests: a new `packages/shared/src/validators/asset.test.ts`
accept/reject matrix for the schema and the sanitizer; three cases in
`server/src/__tests__/assets.test.ts`; one case in
`ui/src/pages/ProfileSettings.test.tsx`.

## Verification

Targeted runs:

```
npx vitest run packages/shared/src/validators/asset.test.ts        # 22 passed
npx vitest run server/src/__tests__/assets.test.ts                 # 11 passed
npx vitest run ui/src/pages/ProfileSettings.test.tsx               # 2 passed
```

New cases:

- Schema: accepts identity-provider ids that hold ":", "|", "." and "@";
accepts `agents/<id>/instructions/SKILL.md`; rejects `profiles/bad
name!`, over-length input, and `.` or `..` segments.
- Sanitizer: passes identity-provider ids through unchanged, replaces
and collapses the other characters, drops the `.` and `..` segments
while keeping a segment of three or more dots, caps at 120 characters
without leaving a dot segment behind at the cut, and returns `undefined`
when nothing survives. One case asserts the sanitizer output always
parses.
- Route: 201 for `profiles/oidc:example|jane.example@example.com`, and
the storage service receives that namespace; 400 naming `namespace` for
`profiles/bad name!`; 400 for `profiles/../secrets`.
- UI: a session user id holding ":" and "|" uploads, and the namespace
reaches the API unchanged.

Typecheck:

```
pnpm --filter @paperclipai/shared typecheck   # clean
pnpm --filter @paperclipai/ui typecheck       # clean
cd server && npx tsc --noEmit -p tsconfig.json # clean
```

Package suites:

```
npx vitest run --project @paperclipai/shared --exclude "**/dist/**"   # 586 passed, 8 pre-existing failures in src/worktree-seed-source.test.ts
npx vitest run --project @paperclipai/ui --exclude "**/dist/**"       # 4402 passed
```

CI runs the server suite as ten shards (five general, five serialized),
which is the authoritative full run for this package. All shards pass on
this branch.

The `worktree-seed-source` failures reproduce on an unmodified checkout
of the same base commit and are unrelated to this change. The UI
failures seen in that run were 5-second test timeouts caused by running
two suites at once on one machine; each file passes when it runs alone.

No document states the namespace character rule — I checked `docs/` and
`doc/`, where the asset upload endpoint appears only in an OpenAPI
registry entry and a smoke-lab note, neither of which describes the
metadata fields. The rule now lives in one exported constant that the
API error reuses.

## Risks

Low risk.

- The wider character set does not widen what a caller can write to
disk. `server/src/storage/service.ts` already replaces every character
outside `[a-zA-Z0-9._-]` in each path segment, and
`server/src/storage/local-disk-provider.ts` already rejects "." and ".."
segments and any key that resolves outside the base directory. This
change moves the "." and ".." refusal earlier, to the validator, so the
caller gets a clear 400.
- The API is more permissive than before, so no request that used to
succeed can start failing.
- Namespaces stored before this change keep working. The namespace is
not a key that is looked up; it is a prefix under which new objects are
filed.
- One behavior change worth noting: the UI now cleans a namespace
instead of sending it as typed, so a caller that passes an unusable
namespace gets a cleaned prefix rather than a failed upload.

## 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 11:27:31 -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
Devin Foley 8ef39febd7 refactor(db): drop the vendored postgres teardown patch (reverts #12227) (#12234)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - #12227 vendored a pnpm patch of the `postgres` driver to stop a
teardown race (`nextWrite` firing after the socket is nulled) from
crashing the process and failing green CI shards
> - Maintainer call: carrying a vendored driver patch is not worth it
for a CI flake — the patch adds a maintenance obligation on every future
driver upgrade
> - The race is an upstream bug in `postgres@3.4.9`; the plan is to wait
for an upstream release that fixes it and bump the dependency instead
> - This pull request reverts #12227 in full: the patch file, its
`package.json` registration, and the regression test that exercised the
patched behavior
> - The benefit is an unmodified dependency graph; the known flake
signature returns and is retried when it bites

## Linked Issues or Issue Description

Reverts #12227.

**What existing behavior does this improve?**

Dependency hygiene: `postgres@3.4.9` is consumed unmodified again, with
no `pnpm.patchedDependencies` entry to re-evaluate on every driver
upgrade.

**Current behavior**

The repo carries `patches/postgres@3.4.9.patch` (null-socket guard in
the driver's deferred write flush, plus an `execute()` refusal on
socketless connections) and a regression test for it.

**Proposed behavior**

Plain upstream `postgres@3.4.9`. The teardown race stays an upstream
bug: a green test shard can occasionally fail with `Vitest caught 1
unhandled error` and `TypeError: Cannot read properties of null (reading
'write')` at `Immediate.nextWrite`; the remedy is retrying the shard
until an upstream driver release fixes the race and we bump.

**Reason and benefit**

A vendored driver patch is a standing maintenance cost that outweighs
the flake it suppressed.

## What Changed

- Reverts #12227 (`6c7c0fd1f`) in full: removes
`patches/postgres@3.4.9.patch`, its `pnpm.patchedDependencies`
registration in root `package.json`, and
`packages/db/src/postgres-driver-teardown.test.ts`. No lockfile
involvement — the merged commit never touched `pnpm-lock.yaml` and the
refresh bot had not yet recorded the patch.

## Verification

- `pnpm install` on the reverted tree is coherent; the full
`packages/db` suite passes (26 files / 100 tests).
- `git revert` applied cleanly with no conflicts.

## Risks

- Low. This restores the exact pre-#12227 state. The known flake
signature returns; it fails jobs whose tests all passed and is cleared
by retrying the shard.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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
2026-08-26 11:10:44 -07:00
Devin Foley 6c7c0fd1f2 fix(db): stop the postgres driver from crashing the process on a write/close race (#12227)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server and its test suites talk to PostgreSQL through the
`postgres` (postgres.js) driver, and tests routinely tear their
databases down while connections still carry traffic
> - The driver flushes small buffered frames from a `setImmediate`, and
that deferred flush calls `socket.write()` without checking that the
socket still exists; a reserved connection whose backend died keeps
accepting queries, so the flush can fire with a null socket
> - The resulting `TypeError` escapes from a timer callback with no
try/catch above it, crashing the process — in CI this fails suites whose
tests all passed ("Vitest caught 1 unhandled error"), and the same crash
is reported against the driver in the wild after ECONNRESET
> - The latest driver release (3.4.9) still has the bug, so this pull
request adds a pnpm patch guarding the flush and normalizing timer state
on close, plus a deterministic regression test
> - The benefit is CI that no longer fails randomly on a teardown race,
and production processes that survive a database connection dying at the
wrong moment

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the bug-report
template.

**What happened?**

CI jobs fail with all tests passing: vitest reports `Vitest caught 1
unhandled error during the test run` with `TypeError: Cannot read
properties of null (reading 'write')` at `postgres/src/connection.js`
`Immediate.nextWrite`. The attribution points at whichever test file
happened to be running (e.g. `native-codex-runner.integration.test.ts`),
because the throw comes from a process-level timer callback, not from a
test. The identical crash is reported against the upstream driver by
other projects after `ECONNRESET` (e.g. immich-app/immich#25098).

**Expected behavior**

A connection dying between a write being scheduled and its deferred
flush must settle the affected queries through the driver's normal
connection-error path, never throw from a bare timer callback.

**Steps to reproduce**

Run the new `packages/db/src/postgres-driver-teardown.test.ts` with the
patch removed: reserve a connection (`sql.reserve()` — the same surface
`sql.begin()` uses), destroy the backend socket, wait for the client to
process the close, then issue one query on the reserved connection. The
deferred flush fires one tick later with `socket === null` and crashes
the process with exactly the CI signature.

**Paperclip version or commit**

master `198fc8b28`, `postgres@3.4.9` (latest release; bug still present
on the driver's master branch).

## What Changed

- `patches/postgres@3.4.9.patch` (new, wired via
`pnpm.patchedDependencies`): `nextWrite` returns without writing when
`socket === null`, dropping the buffered bytes — the close path has
already settled every in-flight query, so those bytes have nowhere to
go. The `closed()` and `terminate()` handlers additionally reset
`nextWriteTimer`/`chunk` after `clearImmediate`, so a stale cleared
handle cannot silently block a future reconnect's first flush. All three
shipped builds (`src`, `cjs`, `cf`) get the identical change.
- `packages/db/src/postgres-driver-teardown.test.ts` (new):
deterministic reproduction against a minimal in-process fake wire server
(startup auth + an empty result for the `fetch_types` bootstrap).
Asserts the late query settles with `CONNECTION_DESTROYED` through
`sql.end()` instead of crashing the process.

## Verification

- The regression test fails against unpatched `postgres@3.4.9` with the
exact CI signature (verified by running the same scenario against an
unpatched checkout) and passes with the patch.
- Full `packages/db` suite: 27 files / 101 tests pass.
- Spot-checked server suites that exercise the database through the
patched driver.

## Risks

- Low. The behavioral change activates only in a state that previously
crashed the process (write flush with no socket). Dropping the buffered
bytes matches what the connection's close path already promised callers:
every in-flight query has been settled with a connection error.
- The timer/chunk reset in `closed()`/`terminate()` prevents a
theoretical stale-handle hang after reconnect; on the normal path both
were already reset by `nextWrite`.
- The patch pins to `postgres@3.4.9`; a future driver upgrade will
surface the patch for re-evaluation (pnpm fails loudly on version
mismatch), and the guard can be dropped if the fix lands upstream.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use (driver source analysis, wire-protocol fake
server, 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
- [ ] 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
2026-08-26 10:19:19 -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
Devin Foley 9c03443c48 feat: hideable company settings pages, with import floored on cloud-managed instances (#12199)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The app can run self-hosted or as a cloud-managed instance, where a
hosting platform provisions the instance with its company already
materialized (the existing `isCloudManagedInstance()` predicate and
`cloud_managed` floors)
> - The company Import/Export surface lets an operator materialize whole
companies from an export bundle; on a cloud-managed instance this
bypasses the existing `cloud_managed` company-creation floor and
conflicts with platform-owned provisioning
> - Importing should be disabled on cloud-managed instances, while
export stays open as the data-portability escape hatch
> - This pull request floors every import route with 403
`code=cloud_managed` on cloud-managed instances and hides the Import UI
there, using the existing predicate and the established floor pattern
> - It also extends the operator-hidden settings registry with keys for
every top-level company settings page, so a hosting operator can hide
any of them with `PAPERCLIP_HIDDEN_SETTINGS` alone next time
> - The benefit is one consistent managed-instance policy: cloud-managed
instances cannot import companies, self-hosted installs keep the full
import surface unchanged

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the enhancement
template.

**What existing behavior does this improve?**

The company import surface (`/api/companies/import*`,
`/api/companies/:companyId/imports/*`) and its UI entry points on
cloud-managed instances.

**Subsystem affected**

Server routes (`server/src/routes/companies.ts`) and UI navigation/pages
(settings sidebar, settings tabs, org chart, `/company/import` route).

**Current behavior**

A cloud-managed instance floors direct company creation (`POST
/api/companies` answers 403 `cloud_managed`), but the import routes
still accept company bundles, so an import can materialize companies the
hosting platform did not provision. The UI offers Import entry points
that lead to a surface that is not available on cloud-managed instances.

**Proposed behavior**

On instances where `isCloudManagedInstance()` is true, every import
route answers 403 `code=cloud_managed` before auth and body work, and
the Import UI (sidebar entry, settings tab, org-chart button,
`/company/import` route) is hidden or redirected. Export remains fully
available. Self-hosted instances are unchanged.

**Reason and benefit**

Cloud-managed instances keep one consistent provisioning authority, and
users do not see an Import surface that dead-ends in a 403.

## What Changed

- `server/src/routes/companies.ts`: a router-level floor mounted at the
`/import` and `/:companyId/imports` prefixes. It covers the single-shot
upload, preview, job polling, chunked transfer
declare/part-upload/status/preview/apply, and the agent-safe per-company
import routes. It throws `forbidden(..., { code: "cloud_managed" })` on
cloud-managed instances, or `403 settings_operator_managed` when the
operator hides `company.import` — both before auth and body validation,
mirroring the company-creation floor.
- `packages/shared/src/settings-visibility.ts`: new
`HIDEABLE_COMPANY_PAGES` registry group — `company.members`,
`company.invites`, `company.secrets`, `company.export`, `company.import`
— with a `hidesCompanyPage` helper. The company General page stays
non-hideable (settings root). `company.import` floors its API; the other
keys are UI-visibility only, as documented in the registry, so
membership/invite/secret/export APIs stay live for agents.
- `ui/src/components/CloudManagedPageGate.tsx` (new): route gate that
redirects cloud-managed instances to `/company/settings`, modeled on
`HiddenSettingsPageGate`.
- `ui/src/App.tsx`: wraps the `company/import` route in
`CloudManagedPageGate`.
- `ui/src/components/CompanySettingsSidebar.tsx`,
`ui/src/components/access/CompanySettingsNav.tsx`,
`ui/src/pages/OrgChart.tsx`: hide the Import entry points when
`useCloudInstance()` reports a managed instance, and honor the new
`company.*` hidden-settings keys for every company page entry (sidebar
item, tab, org-chart buttons).
- `ui/src/App.tsx`: `HiddenSettingsPageGate` route gates for the members
(incl. the legacy access route), invites, secrets, export, and import
pages under their `company.*` keys.
- `docs/deploy/environment-variables.md`: documents the new keys and
their semantics; the CLI and board-operator guides note that import is
unavailable on cloud-managed instances.
- Tests: new `server/src/__tests__/company-import-cloud-floor.test.ts`
and `ui/src/components/CloudManagedPageGate.test.tsx`, registry cases in
`packages/shared/src/settings-visibility.test.ts`, plus cloud and
hidden-key cases in the sidebar, settings-nav, and org-chart suites.

## Verification

- TypeScript typechecks pass for every workspace package (`tsc` in
shared, server, ui; the runner's Rust leg needs a local cargo toolchain
and is covered by CI).
- `pnpm test` on this branch fails only in 9 files that also fail on a
clean `origin/master` checkout on the same machine
(environment-dependent suites: live-listener probes,
workspace/native-runtime spawns, skill materialization). Zero
branch-only failures against that baseline; every suite touched by this
change passes.
- `server/src/__tests__/company-import-cloud-floor.test.ts` asserts:
every import route answers 403 `cloud_managed` under the server-token
signal; the managed-config signal alone also floors; every import route
answers 403 `settings_operator_managed` when `company.import` is hidden;
hiding other company pages leaves import open; the floor applies before
auth and body validation; export stays open on cloud-managed instances;
self-hosted import preview and job polling still work.
- `packages/shared/src/settings-visibility.test.ts` covers the new
`company.*` keys and `hidesCompanyPage`.
- UI suites assert the Import tab, sidebar entry, and org-chart button
disappear on a cloud-managed instance while Export stays, that
`/company/import` redirects through the gate, and that the `company.*`
keys hide their sidebar entries and tabs.

## Risks

- Low risk for self-hosted installs: the floor is inert unless a cloud
signal (`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` or
`PAPERCLIP_MANAGED_CONFIG`) is present, and the self-hosted paths are
regression-tested.
- On cloud-managed instances this is a deliberate behavioral removal:
import (including agent-driven safe imports and resumable transfers)
stops working the moment an instance runs this build. In-flight chunked
transfers on such instances cannot be applied afterward; they answer
403.
- CLI import commands against a cloud-managed instance now fail with the
`cloud_managed` error; the message names the reason.
- The new `company.*` keys change nothing unless an operator sets them:
`PAPERCLIP_HIDDEN_SETTINGS` unset keeps behavior identical, and older
images ignore unknown keys by design. The four non-import company keys
hide UI only; their APIs stay live, which the registry documents
explicitly.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with 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
- [ ] 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 16:06:35 -07:00
Devin Foley a5c2add7be fix(adapter-utils): repair referenced-source ignore resolution type break and symlink descendant check (#12201)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Referenced projects are staged into run sandboxes, and a recent
change made each staging site resolve the project's Git-ignored paths
explicitly (`ignoreResolution` on `SandboxAdditionalSource`)
> - One test call site was left without the now-required property, so
`tsc` fails in adapter-utils and every Build/Typecheck CI job on master
is red (surfaced when the TypeScript 7 bump landed in the same window)
> - Separately, the new descendant check compares a logical caller path
against the physical toplevel git prints, so any symlinked path fails
ignore resolution spuriously — three of the suite's own tests fail on
macOS because temp dirs live under the `/var` → `/private/var` symlink
> - This pull request supplies the missing property at the test call
site and makes the descendant comparison symlink-safe via realpath on
both sides
> - The benefit is a green master again, plus referenced-project staging
that works from symlinked checkouts and temp directories

## Linked Issues or Issue Description

No public issue exists; the underlying problem follows the bug-report
template.

**What happened?**

`packages/adapter-utils` fails `tsc` on master:
`src/sandbox-managed-runtime.test.ts(2284,29): error TS2741: Property
'ignoreResolution' is missing in type '{ localPath: string; projectId:
string; }' but required in type 'SandboxAdditionalSource'.` Every
Build/Typecheck CI job is red. Independently,
`resolveReferencedSourceIgnore` returns `{ kind: "failed", reason:
"referenced project path is not a descendant of its own Git top level:
/var/... under /private/var/..." }` for any symlinked project path, and
three tests in the suite fail on macOS.

**Expected behavior**

Master typechecks. A referenced project whose path reaches git through a
symlink (macOS temp dirs, symlinked checkouts) resolves its ignore set
normally, and the descendant check still fails closed for genuinely
foreign paths.

**Steps to reproduce**

1. `pnpm --filter @paperclipai/adapter-utils exec tsc --noEmit` on
master — TS2741 at `sandbox-managed-runtime.test.ts:2284`.
2. On macOS: `pnpm vitest run
packages/adapter-utils/src/sandbox-managed-runtime.test.ts` — three
`resolveReferencedSourceIgnore` tests fail with the "not a descendant"
reason above.

**Paperclip version or commit**

master `29d12045f`.

## What Changed

- `sandbox-managed-runtime.test.ts:2284`: the one call site missing
`ignoreResolution` now passes `{ kind: "other" }`, matching every
sibling call site from the same change.
- `sandbox-managed-runtime.ts`: `resolveReferencedSourceIgnore` resolves
both the git toplevel and the caller's `localPath` through a new
`physicalPath` helper (realpath with a resolve fallback) before the
descendant comparison. Git prints physical toplevels, so both sides must
be physical; the fallback keeps the check failing closed when a path
vanishes mid-run.

## Verification

- `pnpm vitest run
packages/adapter-utils/src/sandbox-managed-runtime.test.ts` — 61/61 pass
on macOS (previously 58 passing, 3 failing, plus the typecheck break).
- `tsc --noEmit` in `packages/adapter-utils` is clean.

## Risks

- Low. The behavioral change is confined to path normalization before an
existing comparison; a realpath failure falls back to the prior string
comparison, so the fail-closed property is preserved.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with 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
- [ ] 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 15:48:24 -07:00
Devin Foley 9fc2f594ae feat(ui): dashboard banner for paused imported agents with Resume all (#12142)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import parks every imported agent as a safety default
> - The only surface that offered to activate them was the post-import
checklist, which is UI-only and gone after a reload or an expired import
job
> - A company whose agents are all paused looks broken: tasks sit still
and the dashboard gives no explanation or fix
> - This pull request adds a dashboard banner for import-paused agents
with a one-click Resume all, and a generic banner when every agent is
paused
> - The benefit is a durable, reload-proof place to understand and fix
the parked state

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The company dashboard for a company whose agents are paused, in
particular after a company import.

**Subsystem affected**

Web UI — dashboard (`ui/src/pages/Dashboard.tsx`).

**Current behavior**

Imported agents arrive paused. The activation checklist on the import
page is the only activation surface and is lost on reload. The dashboard
shows paused counts in a metric card but no explanation and no action.
Tasks assigned to the paused agents never start.

**Proposed behavior**

When any agent carries the `import` pause reason, the dashboard shows a
warning banner ("N imported agents are paused and will not run") with a
**Resume all** action. It resumes each parked agent sequentially,
tolerates per-agent failures, and refreshes so the banner reflects
whatever remains paused. When no import pauses exist but every agent in
the company is paused, a generic all-paused banner links to the agents
page.

**Breaking changes**

None. Depends on the `import` pause reason introduced in #12140 (this
branch is stacked on it).

## What Changed

- New exported helper `derivePausedAgentBanner(agents)` deciding between
the imported banner, the all-paused banner, or none.
- Dashboard renders the banners via the shared `InlineBanner`, with a
sequential `agentsApi.resume` mutation for Resume all and query
invalidation for the agent list and dashboard stats.

## Verification

- `cd ui && npx vitest run src/pages/Dashboard.test.ts` — 4 tests pass
(no agents, imported preference, all-paused fallback, mixed-state null).
- `cd ui && pnpm run typecheck` — clean.
- Manual: import a company package with paused agents, open its
dashboard, click Resume all, and watch the banner clear as agents go
idle.

## Risks

- Low risk. Resume all reuses `POST /agents/:id/resume` with its
existing guards, sequentially, matching the import page's activation
checklist pattern. At current import sizes (tens of agents) this is
fast; a server-side bulk endpoint is the follow-up if imports grow to
hundreds of agents.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 14:09:54 -07:00
Devin Foley 243430f76e feat: agents see the company skill library at runtime (#12147)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An agent's runtime mounts only its own enabled skills; nothing tells
the model what else the company skill library holds
> - From inside a sandbox, "installed but not enabled for me" and "does
not exist" look identical, so agents tell users freshly installed skills
are not installed
> - This pull request renders the library as a deterministic markdown
section appended to claude-local agent instructions, and adds a
paperclipListSkills MCP tool
> - The benefit is that agents report the true state ("installed, not
enabled for me — ask an operator to enable it") instead of a false
negative

## Linked Issues or Issue Description

**What existing behavior does this improve?**

How agents reason about the company skill library at runtime.

**Subsystem affected**

`packages/adapter-utils` (new pure builder),
`packages/adapters/claude-local` (instructions append),
`packages/mcp-server` (new tool).

**Current behavior**

The runtime hands adapters the full library list, but only the agent's
enabled skills are mounted, and no prompt content or MCP tool describes
the rest. Agents inspect their sandbox, find nothing, and report
installed skills as not installed.

**Proposed behavior**

A "Company skill library" markdown section lists every skill as
`enabled`, `installed, not enabled for you`, or `enabled but
unavailable: <cause>`, with instructions to report the not-enabled state
accurately and ask an operator to enable it. claude-local appends it to
the agent instructions text. A `paperclipListSkills` MCP tool exposes
the same list on demand.

**Breaking changes**

None. Other adapters are untouched (they can adopt the builder later);
the manifest is deterministic, so the claude-local prompt-bundle cache
only busts when the library actually changes.

## What Changed

- New `packages/adapter-utils/src/skill-library-manifest.ts` with
`buildSkillLibraryManifestMarkdown` (pure, key-sorted, deterministic;
renders the missing-cause detail from #12146).
- `packages/adapters/claude-local/src/server/execute.ts` appends the
manifest to `combinedInstructionsContents` (creating it when no
instructions file is configured).
- `packages/mcp-server/src/tools.ts` adds `paperclipListSkills` hitting
`GET /companies/:companyId/skills`.

## Verification

- `npx vitest run
packages/adapter-utils/src/skill-library-manifest.test.ts` (from repo
root) — 3 tests: byte-identical output for shuffled input, state
rendering incl. the unavailable cause, change detection.
- `cd packages/mcp-server && npx vitest run` — new tool routing test
passes (13 passed; 1 pre-existing failure on my machine reproduces
unchanged at the branch base).
- `cd packages/adapters/claude-local && npx vitest run` — 244 passed, 1
skipped.
- `pnpm run typecheck` clean in adapter-utils, mcp-server, claude-local.

## Risks

- Prompt growth is one line per installed skill plus a five-line header
— bounded and only present when the library is non-empty. Stacked on
#12146 so the manifest's "enabled but unavailable" state reflects real
materialization failures.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 14:01:52 -07:00
Devin Foley 79b464bf9d fix(server): surface skill materialization failures instead of dropping the skill (#12146)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Runtime skill listing materializes each company skill's files before
handing them to the agent's adapter
> - A materialization failure was swallowed with catch-to-null, and the
skill silently vanished from the runtime while the library still showed
it installed
> - Operators saw "installed", agents saw nothing, and nobody saw the
cause; on claude-local a missing desired skill could even crash the
prompt-bundle hasher
> - This pull request turns both failure paths into structured "missing"
entries with the real error and makes every adapter skip unmountable
entries explicitly
> - The benefit is that a broken skill shows up as broken, with its
cause, instead of not existing

## Linked Issues or Issue Description

**What happened?**

A company skill whose runtime files fail to materialize (deleted source,
missing stored SKILL.md copy, failed version snapshot) disappears from
`listRuntimeSkillEntries` with no trace. Agent skill snapshots report a
generic "not available" with no cause. On claude-local, a desired skill
whose source path does not exist reaches the prompt-bundle hasher, whose
`fs.lstat` throws and can fail the whole run.

**Expected behavior**

The skill appears with `sourceStatus: "missing"` and a `missingDetail`
carrying the underlying error, snapshots and the UI show it as broken,
and adapters skip it at mount time with a logged warning instead of
crashing or dangling-symlinking.

**Steps to reproduce**

Install a local-path skill referenced by an agent, delete its source
directory contents so the stored SKILL.md copy cannot be recovered, and
start a run: before this change the skill vanishes from the runtime set
silently; on claude-local a pinned-but-unmaterializable version can fail
bundle preparation.

## What Changed

- `server/src/services/company-skills.ts` `resolveRuntimeSkillSource`:
both `.catch(() => null)` sites (version snapshot, runtime
materialization) now return the structured `{status: "missing", source,
detail}` shape the deliberate missing branch already used, with the
underlying error message in `detail`.
- `packages/adapter-utils/src/server-utils.ts`:
`isPaperclipSkillSourceMissing` is exported with a doc comment.
- `packages/adapters/claude-local/src/server/execute.ts`: missing
desired skills are filtered out of the prompt bundle and each one logs a
`[paperclip] Warning` with its detail to the run output.
- `cursor-local`, `gemini-local`, `kimi-local`, `opencode-local`,
`pi-local` `execute.ts`: mount loops (and the cursor/gemini injection
calls) skip missing entries instead of symlinking a nonexistent path.

## Verification

- `cd server && npx vitest run
src/__tests__/company-skills-service.test.ts` — new test pins the
missing-with-cause entry for a failed materialization. Nine pre-existing
project-workspace tests in this file fail on my machine at clean
`master` too (environment-specific); their count is unchanged by this
PR.
- `cd server && npx vitest run
src/__tests__/heartbeat-runtime-skills.test.ts
src/__tests__/claude-local-skill-sync.test.ts
src/__tests__/cursor-local-skill-sync.test.ts
src/__tests__/cursor-local-skill-injection.test.ts
src/__tests__/gemini-local-skill-sync.test.ts` — 12 tests pass.
- `cd packages/adapters/claude-local && npx vitest run` — 244 passed, 1
skipped.
- `pnpm run typecheck` clean in server, adapter-utils, and all six
touched adapters.

## Risks

- Runtime skill entry lists grow by the previously dropped entries (now
flagged missing). All shipped consumers either intersect with desired
sets, already handle `sourceStatus: "missing"`, or now skip missing
entries at mount time. The snapshot layer already understood the missing
shape via the `materializeMissing: false` path, so downstream contracts
are unchanged.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:57 -07:00
Devin Foley 18b6c788d5 feat(server): de-duplicate imported company names (#12145)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Importing a company package as a new company takes the company name
from the package manifest
> - Repeat imports of the same package therefore create several
identically named companies, distinguishable only by issue prefix
> - Users cannot tell which import they are looking at, which feeds the
"my import disappeared" loop of importing again
> - This pull request suffixes manifest-derived names with " (2)", "
(3)", … on collision, while honoring explicitly typed names verbatim
> - The benefit is that every imported company has a recognizable name

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Naming of companies created by the company package import.

**Subsystem affected**

Server — company import (`server/src/services/company-portability.ts`).

**Current behavior**

The new-company branch uses `newCompanyName ?? manifest name ??
"Imported Company"` with no de-duplication. Only the issue prefix is
unique. Three imports of the same package yield three companies with the
same name.

**Proposed behavior**

When the name comes from the manifest (no explicit `newCompanyName`),
the import checks existing company names case-insensitively and appends
the first free " (N)" suffix. Explicit names remain honored verbatim.
Name exhaustion (thousands of collisions) falls back to the base name
rather than failing the import, since names carry no uniqueness
invariant.

**Breaking changes**

None. Only the default name of newly imported companies changes, and
only on collision.

## What Changed

- New exported pure helper `dedupeImportedCompanyName(baseName,
existingNames)`.
- The new-company branch resolves the name through it when no explicit
name was provided, reading existing names via `companyService.list()`.

## Verification

- `cd server && npx vitest run
src/__tests__/company-portability.test.ts` — 87 tests pass (new: pure
helper cases and two `importBundle` tests for the suffixed manifest name
and the honored explicit name).
- `cd server && npx vitest run
src/__tests__/company-portability-routes.test.ts
src/__tests__/company-portability-import-batching.test.ts` — 44 passed,
1 skipped (pre-existing skip).
- `cd server && pnpm run typecheck` — clean.

## Risks

- Low risk. The check-then-create has a theoretical race with a
concurrent import, but names have no unique constraint — the worst case
is today's behavior (a duplicate name). Issue-prefix uniqueness is
untouched.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:54 -07:00
Devin Foley fcb84d472d feat: already-imported transfer error names the landed company (#12144)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chunked company-import transfers are deduplicated by content: a
byte-identical zip that already finished an apply is rejected
> - The rejection said only "this exact package was already imported by
a completed transfer" without saying where that import went
> - Users who could not find the earlier import read the rejection as
data loss and kept retrying, or exported again and created duplicate
companies
> - This pull request makes the declaration response carry the company
the completed apply created, and both clients name it in the error
> - The benefit is that the dedupe rejection now points at the existing
import instead of implying it vanished

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `alreadyCompleted` rejection when re-declaring a chunked
company-import transfer.

**Subsystem affected**

Shared transfer contract
(`packages/shared/src/company-import-transfer.ts`), transfer declaration
route (`server/src/routes/companies.ts`), web import page, CLI import
command.

**Current behavior**

`POST /api/companies/import/transfers` returns `alreadyCompleted: true`
with no pointer to the earlier import. Web and CLI raise "This exact
package was already imported by a completed transfer. Re-export the
package to import it again."

**Proposed behavior**

The response includes an optional `company` field (`{id, name,
issuePrefix} | null`) resolved from the completed run's company link.
Web and CLI raise a shared message: `… It created the company
"Paperclip" (PAPA) — open it from the company switcher. Re-export the
package to import it again.` A company that was deleted since (or a link
that was never written) degrades to `null` and the original message.

**Breaking changes**

None. The new response field is optional; old clients ignore it.

## What Changed

- `CompanyImportTransferCreated` gains optional `company`, plus a shared
`buildAlreadyImportedMessage` used by both clients.
- The declaration route's `alreadyCompleted` branch resolves the landed
company null-safely via `companyService.getById`.
- Web (`ui/src/pages/CompanyImport.tsx`) and CLI
(`cli/src/commands/client/company.ts`) raise the shared message.

## Verification

- `cd packages/shared && npx vitest run
src/company-import-transfer.test.ts` — 3 tests (named company, id
fallback, no-company original message).
- `cd server && npx vitest run
src/__tests__/company-import-transfer-routes.test.ts` — 24 tests; the
re-declaration test now asserts the company payload and the
deleted-company null path.
- `cd cli && npx vitest run
src/__tests__/company-import-transfer.test.ts` — 17 tests; new test pins
the named-company message.
- `cd ui && npx vitest run src/pages/CompanyImport.test.tsx` — 23 tests.
- `pnpm run typecheck` clean in shared, server, ui, cli.

## Risks

- Low risk. The lookup runs only on the `alreadyCompleted` branch and is
null-safe; the transfer run is already scoped to the requesting actor
(user + instance context in the actor key), so the response never names
a company the caller did not import.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:50 -07:00
Devin Foley 868e210a95 feat(ui): post-import landing CTAs on every outcome branch (#12143)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import ends on one of two success screens: the full outcome,
or a soft-success panel when the job's in-memory result expired before
it could be read
> - The soft-success panel named no company and offered no way in, and
the full outcome never said that paused agents stay resumable after
leaving the page
> - Users on the soft-success path concluded the import vanished and ran
it again, producing duplicate companies
> - This pull request gives every success branch a named landing with a
direct CTA into the new company and a pointer to the paused-agents
banner
> - The benefit is that a finished import always lands the user
somewhere actionable

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The outcome screens of the company import page.

**Subsystem affected**

Web UI — company import (`ui/src/pages/CompanyImport.tsx`).

**Current behavior**

The expired-job branch renders two sentences ("the company has been
added — open it to view it") with no company name and no link. The
full-outcome screen shows the activation checklist but does not say the
checklist's resume actions remain available on the dashboard, so users
treat the page as their only chance.

**Proposed behavior**

The expired branch keeps the landed company's name and dashboard path
when readable, renders an "Open company dashboard" button, and notes
that imported agents arrive paused and can be resumed from the dashboard
banner. When the company is unreadable it gives explicit switcher
guidance instead. The full-outcome screen states that paused items stay
resumable from the dashboard.

**Breaking changes**

None. Pure UI copy/state additions to an existing page.

## What Changed

- The `expired` import outcome now carries `companyName` and
`dashboardPath`, captured from the already-fetched company in
`onSuccess`.
- The expired panel renders the company name, a dashboard CTA
(`data-testid="import-expired-open-company"`), the paused-agents
pointer, and a switcher fallback.
- The full-outcome screen adds a line noting the dashboard offers the
same resume actions as the activation checklist.

## Verification

- `cd ui && npx vitest run src/pages/CompanyImport.test.tsx` — 24 tests
pass; the soft-success test now asserts the name, pointer, and CTA, and
a new test covers the unreadable-company fallback.
- `cd ui && pnpm run typecheck` — clean.

## Risks

- Low risk. The dashboard pointer references the paused-agents banner
shipping in #12142; until that merges the sentence still points at the
dashboard, where paused agents are already visible in the metric card.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:46 -07:00
Devin Foley 11f6c754c9 feat: dedicated import pause reason with visible paused-assignee notices (#12140)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Company import parks every imported agent as a safety default, and
issue assignment wakes are dropped for paused agents
> - The pause was recorded as the generic reason "system" and was almost
invisible: the chat-style task thread showed nothing, the legacy notice
had no action, and the new-task dialog gave no hint
> - Users assigned tasks in an imported company, nothing ran, and there
was no explanation — the imported company looked broken
> - This pull request records a dedicated "import" pause reason and
makes the paused state visible and fixable where the user is looking
> - The benefit is that a silent no-op becomes an explained state with a
one-click resume

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Working with a company whose agents arrived paused from a company
import.

**Subsystem affected**

Shared constants (`PAUSE_REASONS`), company import service
(`server/src/services/company-portability.ts`), task thread and new-task
dialog UI.

**Current behavior**

Imported agents get `pauseReason: "system"`, the same value
plugin-managed and built-in agent pauses use. Assigning an issue to a
paused agent silently drops the wake. The chat-style task thread renders
no paused notice; the legacy thread's notice says "It was paused by the
system." with no action and only renders when the composer is shown.

**Proposed behavior**

Import writes `pauseReason: "import"`. The paused-assignee notice
explains the import pause, offers an inline "Resume agent" button
(suppressed for budget pauses, which clear on their own), and renders
for read-only viewers. The chat-style task thread shows the same notice
above the composer. The new-task dialog warns when the selected assignee
is paused.

**Breaking changes**

None. `PAUSE_REASONS` is widened, not changed; the column already stores
free-text values in other paths, and every consumer is an equality check
with a manual fallback, so an older client shows the generic fallback
copy for the new value.

## What Changed

- `packages/shared/src/constants.ts`: `"import"` added to
`PAUSE_REASONS`.
- `server/src/services/company-portability.ts`: the import pause patch
writes `pauseReason: "import"`.
- `ui/src/components/IssueChatThread.tsx`: `IssueAssigneePausedNotice`
gains import copy, a Resume button, test ids, and is exported; it now
renders even when the composer is hidden. New `onResumeAssignee` /
`resumeAssigneePending` props.
- `ui/src/components/TaskChatThread.tsx`: renders the paused-assignee
notice above the composer dock (the chat-style thread previously had no
paused surface at all).
- `ui/src/pages/IssueDetail.tsx`: wires a resume mutation
(`agentsApi.resume`) through both thread variants and invalidates the
company agent list.
- `ui/src/components/NewIssueDialog.tsx`: inline note when the chosen
assignee is paused, with import-specific copy.

## Verification

- `cd server && npx vitest run
src/__tests__/company-portability.test.ts` — 82 tests pass (pause pin
updated to `"import"`).
- `cd ui && npx vitest run src/components/IssueChatThread.test.tsx
src/components/NewIssueDialog.test.tsx
src/components/TaskChatThread.test.tsx` — 120 tests pass (new: notice
copy per reason, resume click, budget suppression, active-agent null
render, dialog note).
- `pnpm run typecheck` in `packages/shared`, `server`, and `ui` — clean.

## Risks

- Low risk. The resume action calls the existing `POST
/agents/:id/resume` route with its existing guards. Existing rows keep
`"system"` and fall back to the current generic copy; only new imports
write `"import"`.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:42 -07:00
Devin Foley 5af49cb477 feat(server): CEO agents get the core paperclip skills by default (#12138)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each agent's runtime only receives skills listed in its own
desired-skill set; the company library alone does nothing for an agent
> - Every CEO creation path (first-run wizard hire, New Agent
first-agent flow, cloud onboarding seed) creates the CEO with an empty
desired-skill set
> - The default CEO instructions tell the agent to use the core
paperclip skills, so a fresh CEO contradicts its own instructions and
reports its toolkit as "not installed"
> - This pull request unions the core skill keys into every
skills-capable CEO hire/create and into the onboarding-seeded CEO's
adapter config
> - The benefit is that a new CEO can actually do what its instructions
describe, and stops telling users that installed skills do not exist

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Creating the first lead agent (role `ceo`) via hire, create, or the
cloud onboarding seed.

**Subsystem affected**

Server — agent hire/create routes (`server/src/routes/agents.ts`),
onboarding seed (`server/src/services/onboarding-seed.ts`), company
skills service constant (`server/src/services/company-skills.ts`).

**Current behavior**

A CEO created by the wizard, the New Agent page, or the onboarding seed
has no `paperclipSkillSync` block. Its runtime mounts zero skills. Its
default instructions (`server/src/onboarding-assets/ceo/AGENTS.md`,
`HEARTBEAT.md`) tell it to use `paperclip-create-agent`,
`para-memory-files`, and the paperclip coordination skill. The agent
then reports these skills as not installed.

**Proposed behavior**

When the new agent's role is `ceo` and its adapter supports skill sync,
the hire and create routes union the five bundled
`paperclipai/paperclip/*` skill keys into the requested desired-skill
set. The onboarding seed writes the same preference into the seeded
CEO's adapter config. Explicit requests win over defaults for the same
key. Non-CEO agents are unchanged. Any default stays removable through
`POST /agents/:id/skills/sync`.

**Breaking changes**

None. The default is additive, applies only to role `ceo` on
skills-capable adapters, and the bundled skills are guaranteed present
in every company library by `ensureSkillInventoryCurrent`.

## What Changed

- New exported constant `PAPERCLIP_CORE_SKILL_KEYS` in
`server/src/services/company-skills.ts` (the five bundled
`paperclipai/paperclip/*` keys).
- `defaultRoleSkillSelections` + `withDefaultRoleSkillSelections`
helpers in `server/src/routes/agents.ts`, applied in both the hire and
create routes before `resolveDesiredSkillAssignment(..., "add")`.
- `server/src/services/onboarding-seed.ts` builds the seeded CEO's
adapter config with `writePaperclipSkillSyncPreference` instead of `{}`
when the seeded adapter supports skills.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-skills-routes.test.ts` — 32 tests pass (three new:
CEO default set, union with a requested skill, non-CEO untouched).
- `cd server && npx vitest run
src/__tests__/onboarding-seed-route.test.ts` — 14 tests pass (seeded CEO
adapter config assertion added).
- `cd server && npx vitest run
src/__tests__/agent-permissions-routes.test.ts` — 54 tests pass.
- `cd server && pnpm run typecheck` — clean.

## Risks

- Existing CEOs are not modified; only newly created ones get the
defaults. An operator who wants a minimal CEO can remove the skills
after creation with the skills sync (mode `remove`), and that removal
sticks. Adapters without skill support are skipped, so the change is
inert there.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:39 -07:00
Devin Foley d2b9765cc8 feat(ui): offer enabling a skill for agents at install time (#12136)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The company skill library lets operators install skills, and each
agent has its own enabled-skill set
> - Installing a skill only writes the library row; no agent receives
the skill, and the UI says "Skill installed" with no attach step
> - Operators install a skill, ask an agent to use it, and the agent
truthfully reports the skill as not available — the install felt broken
> - This pull request adds an "Enable for agents" step to the install
dialog and enables the skill for the selected agents right after install
> - The benefit is that "install" defaults to a state where agents can
actually use the skill, and the toast is honest when they cannot

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Installing a skill from the catalog in the company Skills page.

**Subsystem affected**

Web UI — company skills catalog install flow
(`ui/src/pages/CompanySkills.tsx`).

**Current behavior**

Install writes a `company_skills` row and shows a "Skill installed"
toast. No agent is enabled for the skill. Agents resolve their skills
from their own desired-skill set, so they report the skill as not
installed. The operator has to find the separate "Add to agent" control
to make the install effective.

**Proposed behavior**

The install dialog shows an "Enable for agents" section for fresh
installs. It pre-selects every agent whose adapter supports skills.
After install, the page enables the skill for each selected agent
(skills sync with mode `add`). The success toast reports how many agents
received the skill, and warns when the skill is in the library with no
agents enabled.

**Breaking changes**

None. Updates and replacements of an existing skill do not show the new
section and behave as before.

## What Changed

- `InstallPreviewDialog` gains an "Enable for agents" section (fresh
installs only) built on the existing `AgentMultiSelect`, with agents
whose adapter lacks skills support disabled.
- New exported helper `defaultInstallAgentSelection` pre-selects every
skills-capable, non-required agent.
- The install mutation enables the skill for each selected agent via
`agentsApi.syncSkills(..., "add")` before invalidating queries, and
reports per-agent failures in a warning toast without failing the
install.
- Toast copy now distinguishes "enabled for N agents" from "in the
library but not enabled for any agent yet".

## Verification

- `cd ui && npx vitest run src/pages/CompanySkills.test.tsx` — 23 tests
pass, including three new ones: default-selection helper, confirm
payload carries the pre-selected agents, update/replace path skips the
section.
- `cd ui && pnpm run typecheck` — clean.
- Manual: install a catalog skill with two agents in the company; both
are pre-selected; after install the skill page lists both under "Used by
agents".

## Risks

- Low risk. Enablement uses the existing per-agent skills sync route
with mode `add`, so concurrent edits to an agent's desired set are not
overwritten. A per-agent sync failure surfaces as a warning toast and
never fails the install itself.

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic) with extended thinking
and tool use, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:35 -07:00
Devin Foley 8d714c2d84 fix(cli): skip the foreground-start prompt after the service starts (#12153)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The CLI onboarding wizard can install Paperclip as a background
service, and it offers a foreground start when nothing else will serve
> - After #12148, an interactive onboard installs and starts the
service, then still asks "Start Paperclip now?"
> - Answering yes runs the foreground start into the already-running
instance guard, so a fully successful onboard ends with an error message
> - This pull request excludes the just-installed-service case from the
foreground-start prompt
> - The benefit is that an interactive onboard that installs the service
ends cleanly instead of steering the user into a guard refusal

## Linked Issues or Issue Description

Refs #12148 — found while verifying that fix interactively. The
`shouldRunNow` flag already accounts for `serviceInstalled`, but the
interactive TTY fallback prompt did not, so only real interactive runs
hit it: `--yes` runs, CI, and container smokes all skip the prompt
branch.

**What happened?**

Interactive `onboard`, accept the background-service prompt. Output ends
with: service installed and started, then "Start Paperclip now?" → yes →
"Paperclip instance 'default' is already running as
ing.paperclip.paperclipai. Use 'paperclipai service status --instance
default' or pass --force to bypass this safety check."

**What did you expect to happen?**

Onboarding ends cleanly after "Installed and started …" — there is
nothing left to start, so no prompt.

**Steps to reproduce**

Run `npx paperclipai@2026.825.0-nightly.1 onboard --data-dir "$(mktemp
-d)"` in a terminal, accept the service prompt, then accept "Start
Paperclip now?".

## What Changed

- New `shouldOfferForegroundStart` predicate in
`cli/src/onboard-service.ts`: the foreground-start prompt is offered
only when the start was not already decided by flags, the service was
not just installed, onboarding was not invoked by `run`, and the
terminal is interactive.
- Both onboarding call sites in `cli/src/commands/onboard.ts` use the
predicate instead of the inline condition that ignored
`serviceInstalled`.
- Unit tests cover the predicate matrix in
`cli/src/__tests__/onboard-service.test.ts`.

## Verification

- `npx vitest run src/__tests__/onboard-service.test.ts` in `cli/`: 12
passed (5 new).
- `tsc --noEmit` reports no errors in the changed files (remaining
errors are pre-existing in `server/`).
- Manual reproduction of the defect on macOS with `2026.825.0-nightly.1`
before the fix: service installed, started, and healthy, then the prompt
steered into the guard refusal.

## Risks

- Low risk. The prompt still appears in every case it did before except
when the service was just installed and is already serving.
- No behavior change for `--yes`, `--run`, `--install-service` in
non-interactive runs: those paths never reached the prompt.

## Model Used

- Claude Fable 5 (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
- [ ] 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 01:06:20 -07:00
Devin Foley 0a01444514 test(release-smoke): cover the background-service leg of onboarding (#12151)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release pipeline gates each nightly and beta on a smoke suite
that onboards the published npm artifact and drives the golden path
> - That smoke runs onboarding inside a Docker container, and containers
have no service manager, so the background-service leg of onboarding has
zero automated coverage
> - v2026.824.0 shipped a service install that crash-looped on a missing
shim, and every smoke check stayed green (#12148 fixed the defect
itself)
> - This pull request adds a `smoke_service` job that runs the same
published artifact directly on the runner VM's systemd and requires the
installed service to end up serving
> - The benefit is that a release with a broken service install can no
longer pass the release smoke suite

## Linked Issues or Issue Description

Refs #12148 — the fix for the defect this coverage gap let through. The
gap: the release smoke runs `onboard` with `--yes` inside Docker, which
both skips the service prompt and lacks systemd, so no CI job ever
executed `manager.install()` against a real service manager.

## What Changed

- New `scripts/service-onboard-smoke.sh`: onboards the published
artifact with `--yes --install-service` on a systemd host, then fails
unless the managed shim exists and is executable, `paperclipai.service`
is active, and `/api/health` answers. A health response while the unit
is not active also fails, because that is the signature of something
other than the service serving. The script refuses to run over an
existing managed install unless `SMOKE_FORCE=true`, and cleans up after
itself by default so it is safe to run locally.
- New `smoke_service` job in `.github/workflows/release-smoke.yml`:
starts a user systemd session on the hosted runner (`loginctl
enable-linger` + exported `XDG_RUNTIME_DIR`/`DBUS_SESSION_BUS_ADDRESS`),
runs the script against `inputs.paperclip_version`, and uploads
`systemctl status` + journal output as diagnostics.
- No `release.yml` changes needed: `smoke_nightly` and `smoke_beta` call
this reusable workflow, and a `workflow_call` result aggregates all
jobs, so the new job gates nightly promotion automatically.

## Verification

- `bash -n scripts/service-onboard-smoke.sh` passes and the workflow
YAML parses.
- End-to-end: dispatched this branch's Release Smoke workflow against
the published canary that contains #12148; the `smoke_service` job
onboards, installs the service, and verifies the service serves health.
(Run link in PR comments.)
- Negative case: the same assertions fail against v2026.824.0 —
reproduced in a systemd container during the #12148 investigation: shim
missing, unit in a 203/EXEC restart loop.

## Risks

- Low risk to the product: no application code changes.
- Pipeline risk: a flaky user-session setup on the hosted runner would
block nightly promotion. Mitigated by validating the job end-to-end from
this branch before merge, a 30-minute job timeout, and diagnostics
uploaded on every run.
- The service leg only covers systemd. launchd (macOS) still has no CI
coverage; a macOS runner job is a possible follow-up.

## Model Used

- Claude Fable 5 (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
- [ ] 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 01:05:27 -07:00