Commit Graph
1039 Commits
Author SHA1 Message Date
DottaandPaperclip 75b6d22aac fix(recovery): make silent-run detection UI-only (#12242)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recovery service detects active runs that stop producing output.
> - The dashboard already shows suspicious and critical silence to the
board.
> - The recovery scan also creates delegated evaluation work for the
same signal.
> - Output silence alone does not prove that the run or source task
needs recovery.
> - This pull request keeps the signal and removes automatic recovery
artifacts.
> - The benefit is a visible watchdog signal without assignment changes,
wake requests, or issue noise.

## Linked Issues or Issue Description

- Refs #6596
- Refs #7036
- Refs #9475
- Refs #11544
- Refs #11839
- Refs #11961

## What Changed

- Keep the one-hour suspicious level and four-hour critical level in
active-run API summaries.
- Stop output silence from creating or changing issues, recovery
actions, comments, relations, assignments, and wake requests.
- Store snooze, continue, and false-positive decisions against the run
without an evaluation issue.
- Preserve terminal-source folding, orphan cleanup, and open legacy
evaluation links.
- Show informational watchdog copy and board controls without requiring
an evaluation-task link.
- Document the UI-only watchdog contract.
- Add focused server and UI coverage for artifact-free scans and board
decisions.

## Verification

- `pnpm -r typecheck`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts
ui/src/components/IssueRunLedger.test.tsx` (32 tests passed)
- `pnpm build`
- `pnpm check:token-gates`
- `git diff --check`
- `pnpm test:run` completed locally with 4,772 passing tests. It found
30 unrelated macOS test-harness failures in eight workspace, skill,
listener, and runtime exposure files. The failures use `/tmp` and
`/private/tmp` as different paths, require Linux `/proc` listener data,
or derive invalid HMR ports from the macOS ephemeral range.
- The full Linux CI matrix passed on the latest commit. It includes
build, typecheck, server tests, worker tests, serialization tests,
canary, and e2e tests.
- Greptile reviewed the latest commit at 5/5 with no actionable
findings.

## Risks

- The recovery scan keeps its existing result shape, but its created and
escalated counts remain zero for output silence.
- A false-positive decision now suppresses the signal for the full life
of that run.
- Open legacy evaluation issues remain visible and manually resolvable.
The scan does not refresh or reprioritize them.
- There is no database migration and no API schema change.

> I checked `ROADMAP.md`. This change corrects existing watchdog
behavior and does not duplicate planned core work.

## Model Used

- OpenAI Codex, GPT-5, with extended reasoning, tool use, and code
execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-26 15:26:12 -05:00
Nicky LeachandPaperclip 8f1e3cfe24 feat(observability): add opt-in Sentry error monitoring for the server and the browser (#12190)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The server and the browser need clear error reports when an operator
enables external monitoring.
> - Paperclip already uses an opt-in OpenTelemetry pattern for server
traces.
> - Sentry can provide error reports for both runtime paths when the
operator sets one data source name.
> - This pull request adds one opt-in Sentry gate for the server and the
browser.
> - The benefit is faster diagnosis while the default setup sends no
Sentry data.

## Linked Issues or Issue Description

**What is improved?**

Paperclip gains optional error monitoring for server and browser
failures.

**Subsystem affected**

Cross-cutting (server, UI, and shared authentication data).

**Current behavior**

Paperclip has no built-in Sentry error capture for server failures or
browser boundary failures. Operators must inspect local logs and browser
tools.

**Proposed behavior**

When the operator sets `SENTRY_DSN`, the server and authenticated
browser use the same Sentry project. When the variable is absent, both
paths stay inactive. The server loads Sentry dynamically and fails open
when the optional package is absent.

**Reason and benefit**

Operators can inspect runtime errors in one Sentry project. The default
setup remains local and sends no monitoring data.

**Breaking changes**

None when `SENTRY_DSN` remains unset. Authenticated session responses
add the optional `sentryDsn` field.

**Additional context**

The implementation uses built-in Sentry privacy options. It disables
default HTTP context and breadcrumb integrations and keeps
`sendDefaultPii` false.

## What Changed

- Add an opt-in server Sentry gate with dynamic package loading and
fail-open behavior.
- Add the Sentry data source name to the authenticated session response.
- Add an authenticated browser Sentry gate and React error boundary
capture.
- Add tests for server, browser, route, and application error paths.
- Document activation, installation, privacy settings, capture behavior,
and operator controls.

## Verification

- Run `npx vitest run server/src/__tests__/sentry.test.ts`.
- Run `npx vitest run ui/src/lib/sentry.test.ts`.
- Run `npx vitest run server/src/__tests__/auth-routes.test.ts
server/src/__tests__/shutdown.test.ts`.
- Confirm that the full continuous integration suite passes on this pull
request.
- Leave `SENTRY_DSN` unset and confirm that the server and browser gates
stay inactive.
- Set `SENTRY_DSN` and install the optional Sentry packages before a
manual capture check.

## Risks

The operator controls the Sentry project and accepts the data risk when
the operator enables the feature. Error objects can contain messages,
stacks, or cause chains with private values. The default configuration
sends no data because the feature stays off without `SENTRY_DSN`. A
missing optional server package does not stop server boot.

## Model Used

OpenAI Codex, GPT-5, with tool use, repository inspection, GitHub CLI
operations, and code review support.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-26 11:15:45 -07:00
Devin Foley 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
Dotta 397de98193 feat(runner): add flagged Codex execution adapter (#12188)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Paperclip Runner now has protocol, provider, tool, package,
persistence, and hidden server boundaries.
> - The server still cannot select that path for a real agent heartbeat.
> - A new runtime must not change any existing direct adapter.
> - An experimental runtime must fail closed when its rollout flag is
off.
> - This pull request adds one guarded Codex vertical slice through
runnerd.
> - The benefit is a production-built runner path that users cannot
start by default.

## Linked Issues or Issue Description

Refs #11962

Refs #12111

Refs #12169

Refs #12176

**Subsystem affected**

Cross-cutting. The change affects the runner package, server
orchestration, shared settings, and adapter configuration UI.

**Problem or motivation**

The hidden PRP coordinator cannot execute a real heartbeat. The
application also needs an explicit rollout boundary before it can expose
the experimental runner. Existing direct adapters must keep their
current execution and finalization behavior.

**Proposed solution**

Add `paperclip_runner` as a Codex-only adapter behind the default-off
`enableNativeRunner` instance flag. Select the native runtime only for
that adapter. Persist the run binding before runnerd starts. Wait for
the durable PRP result and terminal event. Resume the real Codex
provider thread on later heartbeats. Keep persisted native runs readable
and recoverable after the flag changes.

**Alternatives considered**

The server could route `codex_local` through runnerd. That option would
change an existing adapter and weaken rollback safety. The server could
expose all providers now. That option would add unreviewed provider
behavior. The build could depend on a prebuilt runner binary. That
option would make source builds architecture-dependent and difficult to
verify.

**Roadmap alignment**

This work supports the shipped enforced-outcomes, governed-tool, and
self-healing-run milestones. It does not add a new roadmap surface. It
is the guarded execution step after the merged hidden runner boundaries.

**Additional context**

This is the next replacement for the closed large runner pull request.
Task-thread presentation remains a separate follow-up so this change can
preserve the current direct-adapter UI.

## What Changed

- Add `paperclip_runner` as an explicit Codex-only adapter.
- Add the default-off `enableNativeRunner` instance flag.
- Reject fresh create, hire, import, switch, and execution requests
while the flag is off.
- Allow edits to persisted runner agents while the flag is off.
- Recover an already persisted native run even after the flag is
disabled.
- Keep every built-in direct adapter on its existing runtime path.
- Persist an immutable native run binding and revisioned completion
contract before runnerd starts.
- Execute server to PRP to runnerd to Codex to server through the hidden
coordinator.
- Validate the durable result against the terminal event and exact
completion criteria before finalization.
- Preserve the Codex provider thread ID and use `thread/resume` on the
next heartbeat.
- Strip unsupported Codex configuration fields from the experimental
adapter.
- Build a target-native release runner binary from source and vendor it
into the server distribution.
- Install Rust only in the Docker build stage. Do not add a workflow or
lockfile change.
- Stop the runner process group on completion, cancellation, and forced
shutdown.

## Verification

- Run `pnpm --filter @paperclipai/paperclip-runner check:all`. All 69
TypeScript tests and 58 Rust tests pass. Protocol, conformance, replay,
formatting, and generated-file checks pass.
- Run the 12 focused adapter, settings, runtime-selection, coordinator,
direct-isolation, and real Codex integration test files. All 186 tests
pass.
- The real integration test uses PostgreSQL, HTTP, WebSocket, runnerd,
and a fake Codex app server. It proves one `thread/start` followed by
one `thread/resume`.
- Run `pnpm -r typecheck`.
- Run `pnpm build`.
- Run `pnpm check:token-gates`.
- Build the Docker `build` target from a clean context. Confirm that the
server distribution contains an executable `paperclip-runnerd` built
with Debian Rust 1.85.
- Start the server through the source-mode tsx entry point with the
package `dist` directory absent. Confirm the vendor shim resolves source
exports and the server boots.
- Run `pnpm test:run` twice. On this macOS host, 405 files pass and 1
file skips. Eight untouched workspace and loopback tests fail because
macOS resolves `/tmp` and `/var` through `/private` and because
PID-derived test ports exceed 65535. Linux CI must pass the full suite.
- Confirm that the diff contains 52 files. Confirm that it contains no
`.github` or `pnpm-lock.yaml` change.

## Risks

- The feature flag is off by default. A fresh native start fails with a
stable error while the flag is off.
- A persisted native run remains recoverable after the flag changes.
This prevents rollout changes from corrupting recorded work.
- Only local Codex execution is accepted. Other providers and remote
work modes fail closed.
- Existing direct adapters do not start runnerd, create native rows, use
native status arbitration, or enter native finalization.
- The runner receives its one-use bootstrap ticket through the child
environment. The server does not put the ticket in command arguments or
logs.
- The server validates the company, task, agent, run, runner, session,
completion contract, result, and terminal binding before it accepts
completion.
- The build compiles a target-native Rust binary. Cross-platform release
packaging remains a later concern. Source builds and Docker builds
compile for their current target.
- Docker needs enough build memory for the existing server TypeScript
compile. The Docker build stage sets a 4 GB V8 heap limit.

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

## Model Used

- OpenAI Codex with GPT-5. The exact deployment ID and context-window
size are not exposed. The model used agentic reasoning, repository
tools, code execution, and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and applicable tests pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented 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
2026-08-25 16:03:41 -05:00
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
0b01593602 build(deps): bump lucide-react from 0.577.0 to 1.32.0 (#11885)
Bumps
[lucide-react](https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react)
from 0.577.0 to 1.32.0.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/lucide-icons/lucide/releases">lucide-react's
releases</a>.</em></p>
<blockquote>
<h2>Version 1.32.0</h2>
<h2>What's Changed</h2>
<ul>
<li>feat(icons): added <code>car-battery</code> icon by <a
href="https://github.com/andreynaz4renko"><code>@​andreynaz4renko</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4088">lucide-icons/lucide#4088</a></li>
<li>fix(categories): fixes emoji.json by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4697">lucide-icons/lucide#4697</a></li>
<li>chore(deps): bump vue from 3.5.40 to 3.5.41 in the vue-deps group
across 1 directory by <a
href="https://github.com/dependabot"><code>@​dependabot</code></a>[bot]
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4695">lucide-icons/lucide#4695</a></li>
<li>chore(dev): upgrade ESLint to latest compatible stack (v10) by <a
href="https://github.com/ericfennis"><code>@​ericfennis</code></a> with
<a href="https://github.com/Copilot"><code>@​Copilot</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4378">lucide-icons/lucide#4378</a></li>
<li>feat(icons): add square-text by <a
href="https://github.com/samuelalake"><code>@​samuelalake</code></a> in
<a
href="https://redirect.github.com/lucide-icons/lucide/pull/4609">lucide-icons/lucide#4609</a></li>
</ul>
<h2>New Contributors</h2>
<ul>
<li><a
href="https://github.com/andreynaz4renko"><code>@​andreynaz4renko</code></a>
made their first contribution in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4088">lucide-icons/lucide#4088</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/lucide-icons/lucide/compare/1.31.0...1.32.0">https://github.com/lucide-icons/lucide/compare/1.31.0...1.32.0</a></p>
<h2>Version 1.31.0</h2>
<h2>What's Changed</h2>
<ul>
<li>feat(icons): added <code>mail-badge</code> icon by <a
href="https://github.com/lazerg"><code>@​lazerg</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4638">lucide-icons/lucide#4638</a></li>
<li>feat(icons): add angle by <a
href="https://github.com/samuelalake"><code>@​samuelalake</code></a> in
<a
href="https://redirect.github.com/lucide-icons/lucide/pull/4545">lucide-icons/lucide#4545</a></li>
<li>feat(icons): added <code>eject</code> icon by <a
href="https://github.com/ThibautMarechal"><code>@​ThibautMarechal</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4043">lucide-icons/lucide#4043</a></li>
</ul>
<h2>New Contributors</h2>
<ul>
<li><a href="https://github.com/lazerg"><code>@​lazerg</code></a> made
their first contribution in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4638">lucide-icons/lucide#4638</a></li>
<li><a
href="https://github.com/ThibautMarechal"><code>@​ThibautMarechal</code></a>
made their first contribution in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4043">lucide-icons/lucide#4043</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/lucide-icons/lucide/compare/1.30.0...1.31.0">https://github.com/lucide-icons/lucide/compare/1.30.0...1.31.0</a></p>
<h2>Version 1.30.0</h2>
<h2>What's Changed</h2>
<ul>
<li>chore(icons): refine &amp; rename various emoji icons by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4606">lucide-icons/lucide#4606</a></li>
<li>fix(scripts): removed toBeRemovedInVersion from all scripts and
tools by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4674">lucide-icons/lucide#4674</a></li>
<li>feat(icons): added <code>audio-lines-x</code> icon by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4590">lucide-icons/lucide#4590</a></li>
<li>feat(lab): added <code>chinese-character</code> icon to lab by <a
href="https://github.com/congemcd"><code>@​congemcd</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4212">lucide-icons/lucide#4212</a></li>
<li>test(packages): updates unit test snapshots with
face-slightly-smiling by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4676">lucide-icons/lucide#4676</a></li>
<li>ci(dev): fix post-release job by downloading lucide-font artifact by
name by <a
href="https://github.com/ericfennis"><code>@​ericfennis</code></a> with
<a href="https://github.com/Copilot"><code>@​Copilot</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4675">lucide-icons/lucide#4675</a></li>
<li>feat(icons): add shield-lock icon by <a
href="https://github.com/Caisere"><code>@​Caisere</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/3508">lucide-icons/lucide#3508</a></li>
<li>ci(security): Pin sha actions by <a
href="https://github.com/jguddas"><code>@​jguddas</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4678">lucide-icons/lucide#4678</a></li>
<li>feat(icons): added <code>broom</code> icon by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4683">lucide-icons/lucide#4683</a></li>
</ul>
<h2>New Contributors</h2>
<ul>
<li><a href="https://github.com/congemcd"><code>@​congemcd</code></a>
made their first contribution in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4212">lucide-icons/lucide#4212</a></li>
<li><a href="https://github.com/Caisere"><code>@​Caisere</code></a> made
their first contribution in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/3508">lucide-icons/lucide#3508</a></li>
</ul>
<p><strong>Full Changelog</strong>: <a
href="https://github.com/lucide-icons/lucide/compare/1.29.0...1.30.0">https://github.com/lucide-icons/lucide/compare/1.29.0...1.30.0</a></p>
<h2>Version 1.29.0</h2>
<h2>What's Changed</h2>
<ul>
<li>fix(<code>@​lucide/lab</code>): Fix lab build by <a
href="https://github.com/ericfennis"><code>@​ericfennis</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4618">lucide-icons/lucide#4618</a></li>
<li>feat(copilot): remove incorrect spaces clause from copilot
instructions by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4623">lucide-icons/lucide#4623</a></li>
<li>feat(docs): remove Super and Noodle from showcase by <a
href="https://github.com/karsa-mistmere"><code>@​karsa-mistmere</code></a>
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4626">lucide-icons/lucide#4626</a></li>
<li>chore(deps-dev): bump <code>@​angular/platform-server</code> from
21.2.18 to 21.2.19 by <a
href="https://github.com/dependabot"><code>@​dependabot</code></a>[bot]
in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4629">lucide-icons/lucide#4629</a></li>
<li>ci(security): improve security with adding permissions by <a
href="https://github.com/ericfennis"><code>@​ericfennis</code></a> in <a
href="https://redirect.github.com/lucide-icons/lucide/pull/4619">lucide-icons/lucide#4619</a></li>
</ul>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/lucide-icons/lucide/commit/75b55160aa9edd7095dfed1a6e3d88e66fb2b153"><code>75b5516</code></a>
chore(dev): upgrade ESLint to latest compatible stack (v10) (<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4378">#4378</a>)</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/0f8d48b266e7af1e2bab49ff12ab6ec0795ed204"><code>0f8d48b</code></a>
test(packages): updates unit test snapshots with face-slightly-smiling
(<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4676">#4676</a>)</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/f229f83f0c42f46befeac3cfd8ef7aaa82a71325"><code>f229f83</code></a>
chore(depedencies): Update dependencies (<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4553">#4553</a>)</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/5ff536e1391335e4f7dc38d244c1bc458b9443e2"><code>5ff536e</code></a>
ci(release.yml): Fix workflow and remove <code>version</code> scripts in
package scripts...</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/07c885e6c1f9952965ba388b7fd2bb7c4d416a67"><code>07c885e</code></a>
fix(docs): fix zephyr-cloud URL in readmes</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/50d8af5a1012e188f3d71ac8f1fc0fba1aab5357"><code>50d8af5</code></a>
docs(readme): Update readme files (<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4320">#4320</a>)</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/653e44b83293567ff24dcb90ca1094a9cf0a042a"><code>653e44b</code></a>
feat(packages): use .mjs for ESM bundles (<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4285">#4285</a>)</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/7623e23f787fe78e5075a613fd22da2cecbb9b1b"><code>7623e23</code></a>
feat(docs): add Zephyr Cloud to Hero Backers tier &amp; rework
updateSponsors scr...</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/dada0a82970d3733d1d716e2089591c538272a39"><code>dada0a8</code></a>
fix(lucide-react): Fix dynamic imports (<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4210">#4210</a>)</li>
<li><a
href="https://github.com/lucide-icons/lucide/commit/a6e648a66ff470c2255d3666765fd73cfcc185ff"><code>a6e648a</code></a>
fix(lucide-react): correct client directives in RSC files (<a
href="https://github.com/lucide-icons/lucide/tree/HEAD/packages/lucide-react/issues/4189">#4189</a>)</li>
<li>Additional commits viewable in <a
href="https://github.com/lucide-icons/lucide/commits/1.32.0/packages/lucide-react">compare
view</a></li>
</ul>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-25 10:54:14 -07:00
TonioandClaude Opus 5 88a0f885e8 Brand lockup, no idle env-check card, no Mission row (#12074)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet the product through an onboarding arc that ends
in the tenant wizard
> - A staging walk of that arc found three rough edges: an ad-hoc icon
standing in for the brand, an environment-check card that narrates a
probe the flow already runs on its own, and a review checklist that
still lists a Mission the arc stopped asking for
> - Each one makes the product look less finished than it is at the
exact moment a customer decides what it is
> - This pull request renders the brand lockup, hides the idle
environment-check card while keeping the probe and its failure surface,
and drops the Mission row
> - The benefit is a first-session arc that reads as one product, with
no controls for questions nobody was asked

## Linked Issues or Issue Description

No public issue exists. The changes come from walking the sign-up arc on
a staging fleet.

**What happened:**
The model step shows an "Adapter environment check" card with a "Test
now" button even though pressing Connect runs the same probe and blocks
a failing hire. The review step lists "Mission" in its checklist
although onboarding no longer asks for one. The auth page renders a
sparkles icon beside the word "Paperclip" instead of the brand lockup.

**Expected behavior:**
The model step shows the check only when a probe has found something to
fix. The review checklist lists only what onboarding set up. The brand
renders as the lockup asset used across surfaces.

**Actual behavior:**
An idle card narrates a probe that runs regardless. A permanent
unchecked row marks a question nobody was asked. The brand is a generic
icon plus text.

**Steps to reproduce:**
1. Sign up on a staging fleet and enter the tenant wizard.
2. On "Create your first agent", choose a role and press Next: the model
step shows the "Adapter environment check" card before anything has been
probed.
3. Continue to Review: the checklist lists "Mission" as a permanently
unchecked row.

**Additional context:**
The Mission row outlived the removal of the mission step (#11935). The
environment probe itself still runs on Connect and blocks a failing
hire; only its idle card is at issue. The brand lockup lands across all
three surfaces in the same round — paperclip-cloud#270 and
paperclip-id#58 carry the other halves.

## What Changed

- `PaperclipLockup` renders the brand asset (mark + wordmark, one
geometry, `fill="currentColor"`); the auth page uses it in place of the
sparkles icon.
- The adapter environment check's idle card (explainer + "Test now") no
longer renders. The probe still runs on Connect and still blocks a
failing hire.
- The check's failure content still renders when a probe has found
something — the blocking error points the customer at "the reported
checks", so they stay visible.
- Connect retries a cached failed probe instead of reusing it. With
"Test now" gone, Connect is the only retry, and a stale fail would lock
out a machine the customer has since fixed.
- The review checklist drops its "Mission" row.

## Verification

Run the tenant suite:

```
cd ui && npx vitest run
```

- 4365 tests pass across 471 files; `npx tsc --noEmit` is clean.
- New test drives the wizard to the model step and asserts the
environment-check card is absent, anchored on "Connect a model" so an
unrendered step cannot pass as an absence.
- The review assertions anchor on the remaining rows ("Organization
name", "Agent created", "Model connected").

## Risks

- **Behavioral change:** a cached *failed* probe is re-run on Connect
instead of reused. Pass and warn results are still cached. This only
affects the retry path that "Test now" used to serve.
- **Hidden, not removed:** the environment check machinery is intact;
only the idle card is gone. A failing probe still blocks the hire and
still shows its checks.
- **Brand:** the wordmark now ships inside an SVG; its accessible name
carries the text. Screen readers announce "Paperclip" as before.

## Model Used

Claude Fable 5 (`claude-fable-5`) via Claude Code, with tool use and
code execution; earlier rounds on this branch's predecessor used Claude
Opus 5 (`claude-opus-5`).

## Checklist

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-24 01:35:15 -07:00
Nicky LeachandPaperclip 63df7ad2b3 feat(login): use the login pseudo-terminal for Codex device login and de-Claude the shared channel (#12020)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent adapters use provider-specific login flows
> - Codex device login needs a live pseudo-terminal (PTY), while the
shared channel still uses Claude-specific names
> - The old streamed-exec path does not provide the prompt transport
that Codex needs
> - This pull request moves Codex device login to the shared login PTY
and removes the dead streamed-exec path
> - The benefit is one controlled login transport with fail-closed
capability checks and safer credential reads

## Linked Issues or Issue Description

**Problem or motivation**

Codex device login used a streamed-exec path that did not provide the
required prompt transport. The shared login channel also exposed
Claude-specific names outside Claude code.

**Expected behavior**

The host selects a fixed login command from trusted adapter data. Codex
login uses the provider login PTY. Providers without that capability
fail closed.

**Proposed solution**

Use a server-controlled session home, create and validate it as a fresh
0700 directory, read credentials from one validated descriptor, and
rename shared channel names to the neutral login PTY family.

**Alternatives considered**

Keep the shared login PTY as the single transport. Do not keep the
removed streamed-exec path because it cannot provide the required prompt
transport.

**Roadmap alignment**

This change supports the planned login transport work. It does not add a
separate roadmap item.

## What Changed

- Route Codex device login through the shared login PTY transport.
- Select the login command from a closed internal command key.
- Carry a server-controlled session home through the launch contract.
- Create and validate the session home as a fresh 0700 directory owned
by the login user.
- Read the credential file with descriptor-relative, no-follow path
walking and final descriptor checks.
- Gate the login route and run lease on the provider login PTY
capability.
- Rename shared channel names to the neutral login PTY family.
- Remove the streamed-exec transport value, selector field, driver
branch, and related tests.
- Hide Codex login in the user interface when the provider lacks the
login PTY capability.

## Verification

- Server unit suites pass: 89/89.
- Adapter-utils suites pass: 262/262.
- Codex-local suites pass: 326/326.
- Credential-read reader suite passes: 20/20.
- Daytona login PTY suite passes: 30/30.
- Device-login suites pass: 56/56.
- TypeScript checks pass for server, adapter-utils, and UI.
- GitHub Actions must pass after pull request creation.
- Greptile review must reach 5/5 with no open P2 findings,
recommendations, or follow-ups.

## Risks

- Providers without a login PTY capability lose Codex login support by
design.
- The credential read rejects invalid ownership, mode, type, path, and
size.
- The launch-time sandbox directory race remains outside the threat
model because the login runs inside the sandbox and a hostile sandbox
already controls its credential.

## Model Used

OpenAI Codex, GPT-5, tool use and code review assistance. The exact
context window and reasoning mode are not exposed by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-23 09:44:59 -07:00
DottaandPaperclip f572e08678 fix(recovery): stop automatic stranded-task takeovers (#11961)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The recovery service restores execution when a task loses its live
path.
> - The service retries the original agent for a limited number of
attempts.
> - The old fallback could select a manager or an executive and wake
that agent.
> - That fallback changed the effective recovery owner without a board
decision.
> - This pull request keeps the source owner and gives the exhausted
recovery decision to the board.
> - The benefit is a clear ownership rule with no automatic task
takeover.

## Linked Issues or Issue Description

Refs: #11807

Refs: #11817

**What existing behavior does this improve?**

This improves stranded-task recovery in the server and the recovery
action card in the board UI.

**Subsystem affected**

Cross-cutting: server recovery orchestration, recovery observability,
board UI, and execution documentation.

**Current behavior**

Paperclip retries the original agent for a limited number of attempts.
After the retry limit, it can select a manager, task creator, CTO, or
CEO as a recovery owner. It can then wake that substitute agent. The
source task keeps its assignee, but the automatic substitute wake
creates an implicit takeover path.

**Proposed behavior**

Paperclip keeps the limited retry path for the original agent. If
recovery is exhausted or unsafe, Paperclip creates one board-owned
source recovery action. It keeps both source assignee fields. It does
not wake a substitute agent. The board can repair, retry the original
owner, explicitly reassign, or resolve the task.

**Reason and benefit**

Source task ownership must remain stable until a person or an approved
policy changes it. The new rule removes implicit manager and executive
takeover. It also gives operators clear evidence through the
`board_escalation_no_takeover_v1` routing marker.

**Breaking changes**

Automatic recovery no longer wakes a manager or executive after the
original-agent retry limit. Existing active agent-owned recovery actions
remain visible and can resolve. Paperclip does not schedule a new
takeover wake for those legacy actions.

## What Changed

- Route exhausted and unsafe stranded recovery to a board-owned source
action.
- Preserve agent and user assignee fields during automatic escalation.
- Keep limited same-agent continuity repair and provider quota
monitoring.
- Stop new manager, creator, CTO, and CEO recovery wakes.
- Keep legacy agent-owned recovery actions readable and resolvable.
- Add the routing marker to new board escalation evidence and
observability.
- Update recovery notices, the board UI card, tests, and execution
documentation.

## Verification

- Run `pnpm -r typecheck`.
- Run `pnpm build`.
- Run `pnpm check:token-gates`.
- Run `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts`.
- Run `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-workspace-branch-containment.test.ts`.
- Run the focused recovery and UI Vitest files changed by this pull
request.
- Confirm that a paused or over-budget source owner creates one board
action, keeps the source assignee, and creates no substitute wake.

## Risks

- Operators must now make the final recovery decision after the
original-agent limit.
- Legacy agent-owned actions use their stored contract. This avoids a
rollout-time ownership rewrite.
- No database migration or API response shape changes are included.
- The tests cover concurrent escalation, paused and over-budget owners,
legacy actions, provider quota monitoring, and UI presentation.

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

## Model Used

OpenAI Codex with GPT-5. The hosted exact model revision and context
window are not exposed. Reasoning, tool use, and code execution were
enabled.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-22 11:41:24 -05:00
TonioandClaude Opus 5 3ff636bc48 Drop the mission step from the wizard arc (#11935)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers arrive through an onboarding arc that spans Paperclip
Cloud and the tenant app
> - Cloud's naming screen stopped asking for the company mission, but
the tenant wizard still decided its first step by asking whether the
company had one
> - Every Cloud-created company therefore looked mission-less on
arrival, so every walk detoured through a "Define your mission" screen
the design had already removed
> - This pull request removes that step from the arc, and makes step 1
create the company itself
> - The benefit is a shorter arc that matches the design, and a
three-step progress strip that now counts the steps that exist

## Linked Issues or Issue Description

No public issue exists. The problem was found by walking staging end to
end.

**What happened:**
A new customer signs in, names their organization, and waits for it to
build. The tenant wizard then asks "Define your mission" before it asks
for the first agent. Cloud no longer collects a mission, so this screen
appears for every new customer.

**Expected behavior:**
The wizard asks for the first agent, the model, and a review. The
progress strip counts three steps.

**Actual behavior:**
The wizard asks for the mission first. The progress strip counts five
segments, because the run does not enter on the agent arc.

**Additional context:**
Three merged pull requests built the mission-based step choice this
change removes: #11352, #11416 and #11429. The mission is now collected
later, inside the tenant app, so onboarding does not ask for it at all.

## What Changed

- `onboardingStepForCompany` always returns the agent step. The
`companyHasMission` parameter is removed, because it cannot change the
answer.
- `resolveRouteOnboardingOptions` no longer accepts `companyHasMission`.
- The dashboard no longer waits for the goal lookup before it opens the
wizard. That wait only chose a step, and the step is now fixed.
- Step 1 creates the company in a new `handleCreateCompany`. Company
creation used to sit at the end of `handleConfirmMission`.
- No company goal is written during onboarding.
- The three-step strip now shows on the agent, model and review steps,
because every Cloud-first run enters on the arc.
- The full-length bar drops its second segment. No run can fill it.
- The grow path keeps its step 2 questionnaire. Only the create path
skips ahead.
- Back from the agent step goes to the screen the run came from.
- Four end-to-end specs no longer drive the wizard through the mission
step.

## Verification

Run the tenant test suite:

```
cd ui && npx vitest run
```

- 4356 tests pass. 471 files pass.
- `npx tsc --noEmit` reports no errors.
- Fault injection: forcing `skipsMissionStep` to `true` fails the grow
questionnaire test. Removing the Back rule fails the Back test. Both
tests fail on the exact defect they guard.
- The three-step strip is asserted by an existing test. It checks `Step
1 of 3` and `aria-label="Create your first agent"`.

Manual check on staging after the paired Cloud change:

1. Open a new incognito window.
2. Sign in with a new account.
3. Name the organization.
4. Confirm the wizard shows "Create your first agent" and "Step 1 of 3".

## Risks

- **Behavioral change.** Onboarding no longer writes a company goal. An
agent hired during onboarding starts without a seeded mission. This is
intended. The mission moves to the tenant app.
- **Dead code.** `ONBOARDING_MISSION_STEP` and the mission screen stay
in the codebase, but nothing in the app opens them. They wait for the
surface that collects the mission later.
- **Grow path.** The grow path is unchanged, but it shares step 2 with
the removed screen. New tests cover it.
- **Superseded work.** #11352, #11416 and #11429 tuned the mission-based
step choice. This change removes the branch they tuned.

## Model Used

Claude Opus 5 (`claude-opus-5`), extended thinking, with tool use and
code execution through Claude Code.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-22 02:28:45 -07:00
TonioandClaude Opus 5 3d366ba15f Rebuild the onboarding agent arc on the prototype's step design (#11905)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The onboarding wizard in `ui/` hires that first agent. It runs three
steps: create the agent, connect a model, and review
> - A standalone prototype holds the agreed design for these steps.
#10786 ported that prototype, but #11067 reverted it in full because the
port deleted `OnboardingWizard.tsx` while four pull requests were
editing that file
> - Those four pull requests have since merged. The revert said the port
can "re-land incrementally", and this is that re-land
> - This pull request takes the presentational layer from the prototype
only. It keeps master's wizard as the source of behaviour, so the eight
onboarding fixes merged since the revert stay in place
> - The benefit is that the three agent steps match the agreed design,
and no merged fix is lost to get there

## Linked Issues or Issue Description

Refs #10786 — the first attempt to land this design.
Refs #11067 — the revert that asked for it to re-land in smaller steps.

No public issue exists for the re-land. The problem is described below.

**Subsystem affected**

The `ui` package. The change touches the onboarding wizard, the agent
capsule,
and one Storybook story. It adds four small presentational components
under
`ui/src/components/onboarding/`.

**Current behavior**

The wizard's agent steps do not match the prototype. Each step shows a
small
heading beside an icon, above a form. The agent capsule sits below that
heading and does not animate. The agent gets a name but no role, so
every
first agent is created as `ceo`.

The wizard also shows a five-segment progress bar on these steps. A
walker who
enters on the agent step cannot reach the first two segments, so two of
the
five can never be filled.

**Proposed behavior**

The three steps use the prototype's card, its centred display heading,
and its
footer. One capsule sits above the heading and stays mounted across all
three
steps, so it reads as one object being built rather than three screens
that
each show their own.

A three-segment strip counts these steps for a walker who enters on
them. The
full-length bar stays for a walker who starts at step one, so that count
never
restarts partway.

The agent step gains a role. The options come from the agent role enum,
not
from the prototype's mock list.

**Reason and benefit**

The design is agreed and already built once. Re-landing it
presentation-first
keeps the behaviour that master gained after the revert.

Sourcing roles from the enum matters. The prototype offers "Coder",
which is
not a valid role — the enum uses `engineer` — so a walker who picked it
would
fail validation at hire time.

**Breaking changes**

None. The wizard keeps its routes, its draft format, and its hire call.
The
draft gains one optional field, `agentRole`. A draft saved before this
change
loads without it and falls back to the default.

## What Changed

- Add `ui/src/components/onboarding/`: `Stepper`, `OnboardingCard`,
`OnboardingHeading`, `FooterNav`, `AgentPreview`, and shared motion
constants
- Rebuild wizard steps 3–5 on those parts: one card, the capsule above a
  centred heading, and one footer
- Hold one `AgentCapsule` across the three steps. It springs in once,
then
  morphs from dashed slot to traced outline to filled
- Add `strokeDraw` to `AgentCapsule`. It traces the outline instead of
  cross-fading it. The dashed layer holds until the trace ends
- Add a role select to the agent step. Choosing a role fills the name,
unless
  the walker typed one
- Show one progress indicator per run, not two
- Label strip segments by destination, not by number
- Add `motion` to the `ui` package
- Add a Storybook story for the strip and the capsule states

## Verification

Run the tests:

```
pnpm --filter @paperclipai/ui exec vitest run
pnpm --filter @paperclipai/ui exec tsc -p tsconfig.json --noEmit
```

4235 tests pass. The typecheck is clean.

To see the steps, start the app and open `/<PREFIX>/onboarding` for a
company
that has a company-level goal. The wizard opens on the agent step. Step
three
requires a hire.

Three absence assertions were checked by fault injection. Each one fails
when
the old behaviour returns:

- put the step counter back, and the "shows no step counter" test fails
- default `strokeDraw` to true, and the cross-fade test fails
- restore the timer gate on the strip, and the indicator test fails

## Risks

Low to medium.

`motion` is one new dependency in `ui`. #11067 gave dependency weight as
one
of three reasons to revert #10786, so this branch carries the smallest
set
that works. `motion` drives the step transitions and the capsule
choreography,
and three files import it.

An earlier revision of this branch also added `three` and
`@types/three`. Both
are removed. They existed for the 3D backdrop, which belongs to the auth
and
welcome screens rather than to these three steps, so nothing on this
branch
imported them.

The role select changes what the wizard sends. Before this change every
first
agent was hired as `ceo`. Now the walker chooses. The values come from
the
enum, so the server accepts all of them.

Steps 1 and 2 keep the older design. They do not run on the Cloud-first
path,
where the company already exists.

## Model Used

Claude Opus 5 (`claude-opus-5`), with extended thinking, tool use, and
code
execution. Used for the code, the tests, and this description.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-21 16:41:53 -07:00
Devin Foley adfbe2d4b9 feat(environments): refer to the managed default environment by name, not the sandbox driver key (#11838)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Managed deployments provision a platform-managed default environment
for agent runs; the UI shows this environment in selectors, the agent
form, run details, and the environments page
> - Those surfaces append the raw driver key to the environment name, so
users see labels like "Paperclip Computer (sandbox)", "Paperclip
Computer · sandbox", and fallback copy such as "Managed sandbox" and
"The sandbox has no ready authentication"
> - "sandbox" is infrastructure vocabulary, not the product name of the
environment; showing it next to the managed environment's name is
confusing and off-brand
> - This pull request renders platform-managed environments by name
alone and rewords the sandbox-phrased copy, while user-created
environments keep the driver suffix so mixed lists stay distinguishable
> - The benefit is that the default environment reads as one clear
product name everywhere, and self-hosted users lose nothing: their own
environments still show the driver

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Display of the platform-managed default environment across the UI.

**Subsystem affected**

UI (environment selectors, agent config form, environments page, agents
page, run details) and the claude-local/codex-local adapter auth checks.

**Current behavior**

The agent form labels the inherited default environment as "Name
(sandbox)". Environment selectors and the environments list render "Name
· sandbox". The agents page describes the environment as "<provider>
sandbox provider". The agent form's fallback label is "Managed sandbox".
Adapter auth checks say "The sandbox has no ready authentication for
this adapter."

**Proposed behavior**

Platform-managed environment rows (`metadata.managedByPaperclip`) render
their name alone. The fallback label is "Paperclip Computer". The agents
page describes managed environments as "Managed by Paperclip". Run
details omit the driver suffix for sandbox-driver environments (the
adjacent Provider entry already identifies the mechanism). Adapter auth
checks say "This environment has no ready authentication for this
adapter."

**Reason and benefit**

The managed environment carries a product name. Appending the raw driver
key ("sandbox") to it is noise and contradicts the product naming.
User-created environments keep the driver suffix, so mixed lists stay
distinguishable.

**Breaking changes**

None. Message text of the auth check is not read programmatically; the
UI keys off `ADAPTER_AUTH_MISSING_CHECK_CODE`. Rows without the managed
marker render exactly as before.

## What Changed

- New `environmentDisplayLabel` helper in
`ui/src/lib/managed-sandbox-environment.ts`: managed rows → name alone;
other rows → "Name · driver".
- `AgentConfigForm`: inherited-default label uses the helper; fallback
copy "Managed sandbox" → "Paperclip Computer"; environment options use
the helper.
- `ProjectProperties`, `CompanyEnvironments`: environment selector
options use the helper; the environments-list row hides the driver
suffix on managed rows; the managed detail page's fallback description
no longer says "sandbox".
- `Agents` page: managed environments are described as "Managed by
Paperclip" instead of "<provider> sandbox provider".
- `CommentThread` run details: the driver suffix is omitted for
sandbox-driver environments.
- claude-local and codex-local adapters: auth-missing check message/hint
reworded from "sandbox" to "environment" (ACP and environment-test
paths); claude-local probe/effort/login hints reworded the same way.
- Run status lines: "Syncing workspace to sandbox", "Exporting git
changes from sandbox", "Starting adapter in sandbox", and friends now
say "environment"; "Finalizing sandbox workspace" → "Finalizing
workspace". Templated transfer-progress lines map the `sandbox`
transport key to "environment" for display (`runtime-progress.ts`).
- Agent form sign-in panel: "Sign in to the sandbox" → "Sign in to the
environment"; "Authenticated. The sandbox has credentials now." → "…The
environment has credentials now."
- Feature catalog + instance settings card: "Managed Sandbox Only" →
"Managed Environment Only" (setting key unchanged; the card keeps its
alphabetical slot).
- Server agents routes: execution-target failure and test-identity copy
no longer say "sandbox"; workspace-mode label "Cloud sandbox" → "Cloud
environment".
- Tests: new `environmentDisplayLabel` unit cases; new `AgentConfigForm`
render case asserting the managed default renders without "(sandbox)" or
"· sandbox"; status-line assertions updated across adapter-utils, server
heartbeat/live-run, and UI chat suites.

## Verification

- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/adapter-claude-local typecheck` and
`--filter @paperclipai/adapter-codex-local typecheck` — clean.
- `vitest run` for `managed-sandbox-environment.test.ts`,
`AgentConfigForm.render.test.tsx`, `CompanyEnvironments.test.tsx`,
`Agents.test.tsx`, `CommentThread.test.tsx`, `NewAgent.test.tsx` — all
green (118 tests across the two runs).

## Risks

Low risk. Cosmetic label changes only; no data or API changes. Rows
without `metadata.managedByPaperclip` render exactly as before, so
self-hosted deployments with their own environments see no change. The
only self-hosted-visible wording changes are the adapter auth-check
message and the driver suffix omission on sandbox-driver rows in run
details.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
docs reference these labels)
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-21 12:51:22 -07:00
Nicky LeachandPaperclip 5bc6031f79 fix(server,ui,claude-local): verify auth on the adapter Test lane and enforce managed-sandbox tenant binding (#11810)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Adapter Test checks whether an agent adapter can run with its
configured environment, and every local-driver adapter (Claude, Codex,
Gemini, OpenCode, Pi, Cursor, etc.) shares this Test route and its UI
resolution logic
> - The Claude ACP Test lane could report pass without checking local or
remote authentication, and the shared Test route and UI had gaps in
environment binding, probe safety, and managed-sandbox resolution that
affect every adapter that uses the Test button, not only Claude
> - This pull request verifies authentication on every Claude ACP
target, and closes the shared Test-route/UI gaps: tenant-binding on the
route, a managed-sandbox-only redirect that matches the real run path,
and a three-tier environment resolution in the UI
> - The benefit is a truthful Test result with safer probe execution and
tenant isolation, for Claude specifically and for every other local
adapter that shares this Test surface

## Linked Issues or Issue Description

**What happened?**

The Claude ACP Test lane returned `status: "pass"` without checking
authentication for some local and non-sandbox targets. Separately, the
shared `/companies/:companyId/adapters/:type/test-environment` route —
used by every local-driver adapter, not only Claude — accepted a foreign
environment id, and its UI resolution did not mirror the server's
managed-sandbox-only redirect.

**Expected behavior**

The Test lane checks the resolved credential and hello probe for every
Claude ACP target. The shared adapter Test route rejects a foreign
environment before it reveals environment details or starts a lease, for
any adapter type. The Test's environment resolution (UI and server)
matches the real run's three-tier resolution, including the
managed-sandbox-only redirect.

**Steps to reproduce**

1. Run the Claude ACP Test lane against a local target without a valid
credential.
2. Run the adapter Test route with an environment id from another
company (any adapter type).
3. Observe the pass result on step 1, or the missing tenant-binding
rejection on step 2.

**Paperclip version or commit**

`933749e01f74e82ce5d315c071be534d04e01158`

**Deployment mode**

Local dev (`pnpm dev`) and server route tests.

**Agent adapter(s) involved**

Claude Code directly (the ACP auth-verification work). The
tenant-binding guard, managed-sandbox-only redirect, and UI three-tier
resolution apply to the shared adapter Test route and affect every
local-driver adapter (Codex, Gemini, OpenCode, Pi, Cursor, etc.), not
only Claude — see "What Changed" below for the split between Claude-only
and shared changes.

**Database mode**

Not database-related.

**Access context**

Both board and agent paths use the affected Test surface, for every
local-driver adapter.

**Additional context**

Two commits that were previously bundled into this PR — a
`plugin-worker-manager` duplex-channel frame-bound fix and a
`workspace-runtime` exit-persist crash fix — are unrelated to the
adapter Test lane and have been split out into their own PRs: #11860 and
#11861.

## What Changed

Claude-only (`packages/adapters/claude-local`):

- Verify `CLAUDE_CODE_OAUTH_TOKEN` and run the hello probe for every
Claude ACP target.
- Keep `adapter_auth_missing` sandbox-only and report missing
non-sandbox credentials as a warning.
- Add a deny-by-default probe environment builder for the ACP and CLI
local probes.
- Log only fixed probe context and allowlisted classifications.
- Seed the host OAuth token into the hello probe environment.

Shared, cross-adapter (`server/src/routes/agents.ts`,
`ui/src/lib/adapter-test-environment.ts`,
`ui/src/components/AgentConfigForm.tsx`,
`ui/src/components/OnboardingWizard.tsx`):

- Add a company-binding guard and a binding assertion for the generic
`/companies/:companyId/adapters/:type/test-environment` route, so a
foreign-company environment id is rejected before any secret resolution
or sandbox lease, for every adapter type.
- Resolve all three server environment tiers (agent default, instance
default, local default) in the UI, and add the managed-sandbox-only
redirect so the Test probes the same target a real run would use.
- Enforce onboarding Test results: block hire on a failed environment
test.

- Add regression tests for authentication, tenant binding, probe safety,
diagnostics, and UI resolution.

## Verification

- Adapter suites pass for the Claude local server probe, remote, ACP,
auth, probe environment, and config paths.
- Server route tests pass, including the five tenant-binding cases.
- UI adapter Test environment resolver tests pass for all three
resolution tiers.
- Adapter package `tsc --noEmit` exits 0.
- Full CI must pass on this pull request.

## Risks

The probe environment now denies caller variables by default. A required
variable that is not on the allowlist could stop a probe from starting.
The route now rejects foreign environment ids with a fixed 403 response.
The managed-sandbox-only redirect changes where the Test (and the login
affordance) probes for every local-driver adapter under that policy, not
only Claude — operators running other local adapters under
managed-sandbox-only will see their Test target move from local to the
managed sandbox, matching what real runs already do. The change limits
secret and diagnostic exposure.

## Model Used

Original implementation: OpenAI Codex, GPT-5; exact context window not
exposed in that run; tool use and code execution.

This revision (commit split and title/description correction): Claude,
Sonnet 5 (claude-sonnet-5). The original title and description described
this PR as Claude-only; review found it also changes the shared adapter
Test route and UI resolution used by every local-driver adapter, and
carried two unrelated server fixes. Claude split those two commits into
#11860 and #11861 via `git rebase --onto` (verified byte-identical to
the original tree minus those commits) and rewrote this description to
reflect the actual scope. No functional code in this PR was authored by
Claude.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 11:30:49 -07:00
scotttongandClaude Fable 5 a7e689b3c3 feat(ui): rename "Agent mode" to "Auto mode" and show full work-mode labels (#11866)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task composer and the New Task dialog show a work-mode chip (how
the agent will run a task)
> - The default mode was labeled "Agent mode", and the New Task dialog
chip abbreviated every mode to one word ("Auto", "Plan", "Ask")
> - "Agent mode" is confusing because every mode runs an agent, and the
abbreviated chip hid what the label means
> - This pull request renames the mode to "Auto mode" and makes every
mode chip show the full label
> - The benefit is a clearer, consistent mode name in every place the
user selects a work mode

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Description follows the
enhancement template:

**What existing behavior does this improve?**

The work-mode selector chips in the task composer and in the New Task
dialog.

**Subsystem affected**

UI (`ui/src/lib/work-mode-meta.ts`,
`ui/src/components/NewIssueDialog.tsx`).

**Current behavior**

The default work mode is labeled "Agent mode". The New Task dialog chip
shows a shortened label ("Auto", "Plan", "Ask") from a separate
`shortLabel` field.

**Proposed behavior**

The default work mode is labeled "Auto mode". Every chip shows the full
label ("Auto mode", "Plan mode", "Ask mode"). The `shortLabel` field is
removed so no surface can fall back to the short form.

**Reason and benefit**

"Agent mode" does not describe the behavior — all modes use an agent.
"Auto mode" states what the mode does. One label field keeps every
surface consistent.

**Breaking changes**

None. This is a display-string change only. No API, storage, or mode-key
changes.

## What Changed

- Renamed the `standard` work-mode label from "Agent mode" to "Auto
mode" in `ui/src/lib/work-mode-meta.ts`, the single source for all mode
chips.
- Changed the New Task dialog mode chip to render the full `label`
instead of `shortLabel`.
- Deleted the `shortLabel` field from `WorkModeMeta` so nothing can
silently regress to the short form.
- Updated unit tests and fixtures to pin the full labels.

## Verification

- Run `pnpm --filter @paperclipai/ui test --
src/lib/work-mode-meta.test.ts src/components/NewIssueDialog.test.tsx
src/components/IssueChatThread.test.tsx
src/components/task-chat/TaskChatComposer.test.tsx`. All tests pass. The
tests assert the labels are exactly "Auto mode", "Plan mode", and "Ask
mode".
- Manual: start the dev server, open the board, press `c` to open the
New Task dialog, and press Cmd+Period to cycle modes. The chip reads
"Auto mode", "Plan mode", then "Ask mode". The composer chip on an open
task shows the same labels.

## Risks

- Low risk. Display strings only. The chip is a few pixels wider in the
New Task dialog; no layout overflow was observed in any of the three
modes.

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), extended
thinking with tool use, run inside a Claude Code agent session.

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 10:28:55 -07:00
Devin Foley db4defdfbf feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The instance settings surface (Access, Plugins, Adapters, General,
Experimental) assumes the person at the keyboard operates the whole
instance
> - Operators who host Paperclip for others — a managed cloud or an
internal shared server — expose settings pages and toggles that do not
apply to their deployment, and the related mutation APIs stay open
> - A hosted tenant can open Plugins or Adapters, try an action, and hit
a confusing failure, because only a few hardcoded platform floors exist
> - This pull request adds a generic, operator-configured visibility
mechanism: one env var hides declared settings surfaces in the UI and
floors their mutation routes with a stable 403 code
> - The benefit is a clean hosted-tenant settings surface for any
operator, with zero behavior change for normal self-hosted instances

## Linked Issues or Issue Description

**Subsystem affected**

Instance settings (server routes and UI), the shared settings registry
in `packages/shared`, and the `/api/health` bootstrap payload.

**Problem or motivation**

An operator who hosts Paperclip for other people cannot hide settings
surfaces that the platform manages. Tenants see Access, Plugins, and
Adapters pages, backup retention, and host-level experimental toggles
that do nothing useful for them. The mutation APIs behind these surfaces
also stay open, so a tenant admin can attempt actions the platform must
control. ROADMAP.md names a cleaner shared deployment story as a goal
("Teams should be able to run the same product in hosted or semi-hosted
environments without changing the mental model").

**Proposed solution**

Add a declarative registry of hideable settings surfaces and one env
var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot,
reports it on `/api/health`, and rejects value-changing writes to hidden
surfaces with a stable `settings_operator_managed` 403 code. The UI
reads the list from the health payload and removes the hidden pages,
sections, and toggles from navigation, routes, and page content. Unknown
keys warn and are ignored, so one list can roll across a fleet with
mixed app versions. With the variable unset, behavior is byte-identical
to today.

**Alternatives considered**

- Hardcode the hidden set for cloud instances in this repo: rejected,
because each hosting operator needs a different policy, and policy does
not belong in shared code.
- Deliver the hidden set through the managed-config document: rejected,
because that channel is cloud-specific and fail-closed on unknown
fields; a plain env var works for any operator, including self-hosted
shared servers.
- Lock the controls with a badge instead of hiding them: rejected for
these surfaces, because they are meaningless to tenants, not merely
platform-controlled; the existing managed-overlay lock stays the right
tool for controlled flags.

**Roadmap alignment**

Supports the "shared deployment story" item in ROADMAP.md: hosted and
semi-hosted deployments keep the same product with a settings surface
that matches what the tenant can actually do.

## What Changed

- New `packages/shared/src/settings-visibility.ts`: registry of hideable
surfaces (every instance settings page — profile, environments, access,
heartbeats, experimental, plugins, adapters; every Instance → General
section; every experimental flag as `instance.experimental.<key>`), the
`PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed`
error code. The General page stays visible as the settings root and
redirect target.
- New `server/src/services/settings-visibility.ts`: parse-once accessor;
unknown keys log one warning and are ignored.
- `/api/health` reports `hiddenSettings` on every response shape; the
field is omitted when nothing is hidden.
- Server floors on hidden surfaces, with same-value echo tolerance (the
`executionMode` precedent): field-backed general sections and
experimental keys reject value-changing PATCHes, and hiding the whole
Experimental page floors every toggle; plugin lifecycle and config
writes, adapter management writes, and the Access admin routes (reads
included) return 403 `settings_operator_managed`. Reads the app itself
needs (plugin `ui-contributions`, adapter metadata, plugin job trigger)
stay open. Pages without instance-scoped mutation routes are hidden in
the UI only.
- UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route
gate (hidden pages redirect to the settings root); the settings sidebar
and tab bar drop hidden entries; remembered settings paths remap to the
default page; `InstanceGeneralSettings` skips hidden sections; every
`ExperimentalToggleCard` now carries its flag key and renders nothing
when hidden.
- Removed the dead `InstanceSidebar` component (referenced only by its
own test).
- Docs: `docs/deploy/environment-variables.md` documents the variable
and the key registry.

## Verification

- `pnpm vitest run` over the new and extended suites: shared registry
and parser, representative floor tests per route class (changed-value
403, same-value echo 200, unset env 200, page-level Experimental
hiding), the health field, the route gate, nav filtering, and
section/card hiding with one hidden example per surface kind — 168 tests
pass.
- Full root `pnpm typecheck` passes.
- Manual: booted a server with the variable set. `/api/health` lists the
keys; an unknown key logs one warning and the server boots; hidden pages
redirect; hidden sections and cards do not render; hidden-field PATCH
returns 403 with `details.code = "settings_operator_managed"`; a
same-value echo returns 200. Unset the variable: the full settings
surface returns and responses are byte-identical to master.

## Risks

- Low risk for self-hosted instances: with the variable unset, the
hidden set is empty, the health field is omitted, and no floor
activates.
- Flooring plugin config writes assumes hosted deployments configure
plugins through the platform. If a future bundled plugin needs
tenant-entered config, the floor needs a narrow carve-out.
- Hidden-key floors tolerate same-value echoes, so API clients that
round-trip full GET responses keep working.
- Hiding a toggle does not change its value; operators pair hiding with
the desired default where the value matters.

## Model Used

Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use, driven through the Claude Code CLI (file edits, test
execution, and live-server verification loops).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-20 17:54:44 -07:00
Michael Nguyen 0fa318b8da feat(artifacts): bridge Markdown work products into the document review surface (#11822) 2026-08-20 17:28:01 -07:00
cb0009b097 fix: preserve recovery retries across restarts (#11817)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The control plane must keep each active issue on a clear execution
or recovery path.
> - A missing issue disposition can require more than one bounded repair
attempt.
> - A server restart could lose that repair path or move source
ownership to the recovery owner.
> - A parked or expired retry could also make the user interface show a
false healthy state.
> - Concurrent recovery loops must not schedule the same repair attempt
twice.
> - This pull request keeps retry state durable, makes scheduling
atomic, and keeps source ownership stable.
> - The benefit is that recovery continues after a restart and operators
see the correct state.

## Linked Issues or Issue Description

**What happened?**

A run that ended without a valid issue disposition could lose its repair
path after a server restart. Manager recovery could also change the
source owner. In addition, a parked or expired retry could make the
issue look healthy when no active work existed. Concurrent
reconciliation could also schedule the same repair attempt twice.

**Expected behavior**

Paperclip must keep bounded source and manager repair attempts across
restarts. Recovery ownership must stay separate from source issue
ownership. The server and user interface must report only a live retry
as active work. Each repair attempt must be scheduled at most once per
company.

**Steps to reproduce**

1. Start an agent run on an issue.
2. End the run without a valid issue disposition.
3. Let the first repair attempt schedule a retry.
4. Restart the server, let the retry time pass without a live run, or
start two reconciliation loops together.
5. Observe that the repair path can stop, the issue can show a false
healthy state, or duplicate retries can be created.

**Paperclip version or commit**

The problem existed on `master` before candidate head
`d8e620fe86bade7df18decac332007f5821ae04f`.

**Deployment mode**

The problem affects self-hosted servers and local builds that use
automatic recovery.

## What Changed

- Persist bounded source-owner and manager repair lineages with stable
fingerprints and retry limits.
- Resume incomplete disposition repairs after a server restart.
- Keep recovery ownership separate from source issue ownership and
enforce source mutation authority.
- Project live retry evidence into issue and blocker summaries.
- Show recovery owner, return owner, attempt count, and retry state in
the board user interface.
- Treat expired or parked retries as attention states unless a queued or
running attempt exists.
- Atomically deduplicate disposition-repair wake requests with a
company-scoped partial unique index.
- Reuse the winning run when concurrent reconciliation loses the
uniqueness race, without duplicate scheduling activity.
- Honor disabled on-demand wake policy before recovery scheduling and
again before delayed retry promotion.
- Keep the new index migration safe for lagging seeded databases that
already contain the index.
- Add server and user interface tests for recovery, restart, ownership,
retry, concurrency, and blocker states.
- Update the implementation and execution semantics documents.

## Verification

- Focused server recovery and ownership suites: 282 tests passed on the
repaired base candidate.
- Focused user interface recovery suites: 128 tests passed on the
repaired base candidate.
- Atomic-deduplication schema and recovery suites: 111 tests passed on
the first Greptile repair.
- Recovery and scheduled-retry wake-policy suites: 126 tests passed at
`d8e620fe86bade7df18decac332007f5821ae04f`.
- The exact lagging-source migration-order test passed after the index
migration became idempotent: 1 test passed and 62 unrelated tests were
skipped.
- `@paperclipai/db` and `@paperclipai/server` typechecks passed at the
current head.
- Migration generation and migration safety checks passed for migration
`0226_tan_colossus.sql`.
- `pnpm check:token-gates` passed on the repaired base candidate.
- `pnpm -r typecheck` passed on the repaired base candidate.
- `pnpm build` passed on the repaired base candidate.
- `pnpm test:run` passed 4,540 tests on the repaired base candidate.
Four fixed-port cases met listeners that already existed on the host.
- The two unchanged fixed-port files passed in an isolated network
namespace: 129 tests passed and 27 tests were skipped.
- Independent Security and QA reviews approved
`63c0423aab54c66f2293a20b0fb3f3b013ee3ba8`; exact-head re-review is
required after automated checks settle on
`d8e620fe86bade7df18decac332007f5821ae04f`.

## Risks

- Recovery orchestration affects issue liveness and ownership. The new
paths use bounded attempts, stable fingerprints, row locks, authority
checks, and database uniqueness.
- A conservative attention state can show more warnings when a scheduled
retry has no queued or running attempt. It does not hide stopped work.
- Migration `0226_tan_colossus.sql` creates a partial unique index on a
known-large table. Migrations run transactionally, so `CONCURRENTLY` is
unavailable. The matching disposition-repair key namespace is introduced
by this release, so deployed databases have no matching rows before the
index is added.

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

## Model Used

- OpenAI Codex from the GPT-5 model family used agentic reasoning, tool
use, and code execution. The runtime did not expose the exact model ID
or context window.
- Anthropic Claude Opus 5 used a 1M context window, tool use, and code
execution for part of the user interface repair, as recorded in the
commit history.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-20 17:09:42 -05:00
Devin Foley de9645ab73 fix(ui): surface live runtime status in the task-chat tail before the first transcript token (#11802)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Runs on sandbox execution targets spend their first minutes in
preparation phases — config seed, workspace and skills sync into the
sandbox — before the agent CLI produces its first transcript token
> - The engine already reports these phases through the runtime-progress
mechanism (`onRuntimeProgress` →
`recordCurrentHeartbeatRunRuntimeProgress` → `currentStatusMessage` on
the live run), and the pre-task-chat issue view surfaced them in its
live status line
> - The chat-style task view's live tail dropped that affordance: with
zero renderable transcript entries it shows an opaque "Waiting for
transcript..." for minutes, which reads as a hang (and prompted a real
is-this-broken investigation on a healthy run)
> - This pull request surfaces the live run's `currentStatusMessage` as
the tail's empty-state message, with the generic wait text as fallback
> - The benefit is that operators watching a sandbox run see "Syncing
workspace to sandbox" instead of wondering whether the run is stuck —
for every adapter, with no adapter identities involved

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The chat-style task view's live transcript tail (`TaskChatThread` →
`TaskChatLiveTail`), introduced with the experimental chat-style task
view.

**Current behavior**

While a live run has no renderable transcript entries yet — the normal
state for the multi-minute sandbox preparation window — the tail shows a
static "Waiting for transcript...". The run's live
`currentStatusMessage` (e.g. "Syncing workspace to sandbox", emitted by
the sandbox-managed runtime's progress reporting) is available on the
same live-run object but unused by this surface, although the earlier
issue-chat view did display it.

**Proposed behavior**

When the tail is streaming a live run and no transcript rows exist yet,
the empty-state message prefers the run's `currentStatusMessage`; the
generic wait text remains the fallback when no runtime status has been
reported (e.g. local runs that produce output immediately, or the brief
pre-status window).

**Reason and benefit**

The preparation phases are real, reportable progress that the engine
already emits. Showing them turns a minutes-long apparent hang into a
legible status, for every adapter and execution target, using data the
view already receives.

## What Changed

- `ui/src/components/TaskChatThread.tsx`: the live tail's `emptyMessage`
prefers `liveRun.currentStatusMessage` (guarded to the run the tail is
actually streaming) over the static "Waiting for transcript..."
fallback. Queued runs keep "Waiting to start...".
- `ui/src/components/TaskChatThread.test.tsx`: a test covering both
branches — a live run with a runtime status shows it (and not the wait
text), and a run without one keeps the generic message.

## Verification

- `vitest run ui/src/components/TaskChatThread.test.tsx
ui/src/components/task-chat/TaskChatLiveTail.test.tsx`: 22/22 pass
(including the new test)
- `pnpm --filter @paperclipai/ui typecheck`: clean
- Reproduced live: a `claude_local` run on a Daytona sandbox environment
showed "Waiting for transcript..." for the full sync window; with this
change the same window shows the streamed preparation statuses

## Risks

- Low: a one-expression change to an empty-state string, active only
while a live run has produced no renderable transcript rows. The
fallback path is byte-identical to today.
- `currentStatusMessage` is truncated/humanized upstream by the
runtime-progress reporter; this surface renders it verbatim in the same
muted style as the wait text.

## Model Used

- Anthropic, **Claude Fable 5** (`claude-fable-5`) via Claude Code, with
repository, shell, and Git tooling. It traced the runtime-progress
mechanism end-to-end (engine emitter → heartbeat recorder → live-run API
→ both thread views), identified the dropped affordance in the
chat-style view, and wrote the fix and test.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-20 12:47:20 -07:00
233c12f029 feat: add kimi-local adapter for Kimi Code CLI (CLI + ACP engines) (#9967)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local agent adapters (`claude_local`, `gemini_local`, `grok_local`,
…) are the integration surface that lets Paperclip run coding CLIs on
the host machine
> - The Kimi Code CLI (`kimi`, Moonshot AI) has a documented
non-interactive mode, `kimi -p --output-format stream-json` with session
resume via `kimi -r`, but Paperclip has no built-in adapter for it
> - So Kimi users (especially Kimi membership / OAuth subscribers)
cannot onboard their CLI to Paperclip agent teams
> - This pull request adds a complete built-in `kimi_local` adapter
(both execution engines, session management, instructions + skills
delivery, thinking-effort control, environment test, UI and CLI modules,
docs) following the established `gemini_local`/`grok_local` package
pattern
> - Kimi Code ships an ACP server (`kimi acp`), so the adapter runs on
Paperclip's shared acpx engine by default (streaming transcript with
live tool status, like `claude_local`/`gemini_local`) and falls back to
a headless CLI lane (`kimi -p --output-format stream-json`) when ACP
prerequisites are unavailable
> - The benefit is that Kimi Code becomes a first-class Paperclip agent
lane: selectable in the UI, resumable across heartbeats, with the same
operating context (instruction bundle, skills, effort) and streaming
transcript the other local adapters get

## Linked Issues or Issue Description

- Supersedes #9880 (same branch; expanded from the CLI-only lane into a
complete adapter with the default ACP engine lane, control-plane skill
install, and live transcript wiring)
- Refs #9879 (adapter request for Kimi Code CLI, filed with this PR)
- Refs #163 (original Kimi support request)

Duplicate/related prior PRs, per the dedup search (both appear stale: no
updates or maintainer review since May 2026, and both target an older
Kimi CLI interface; calling them out for reviewer context per
CONTRIBUTING.md):

- Refs #6276 (`feat: add kimi-local adapter`): targets an older
array-based content format (`{type: think}`/`{type: text}` blocks), not
the current documented stream-json schema
- Refs #5202 (`feat(adapter): add Kimi CLI local adapter with Wire
protocol support`): builds on a `--wire` JSON-RPC interface that current
Kimi Code CLI (0.27.0) no longer documents; the current documented
headless interface is `-p --output-format stream-json`

This PR is a fresh implementation against current master and the
currently documented/verified Kimi CLI behavior (see Verification).
Happy to fold in anything useful from the earlier attempts if a reviewer
prefers.

## What Changed

- **New adapter package** `packages/adapters/kimi-local`
(`@paperclipai/adapter-kimi-local`), modeled on
`gemini-local`/`grok-local`:
- `src/server/execute.ts`: spawns `kimi -p <prompt> --output-format
stream-json` (argv array, no shell), `-m <model>` only when configured,
`-r <sessionId>` when the stored session cwd matches the run cwd,
automatic fresh-session retry on unrecoverable-session errors,
headless-safe env (`CI=1`, `NO_COLOR=1`, `KIMI_CODE_NO_AUTO_UPDATE=1`,
`TERM=dumb`; user-configured values win), full remote (ssh/sandbox)
execution lane with runtime install via `@moonshot-ai/kimi-code`
- **Instruction bundle delivery**: the prompt path directive now names
the sibling instruction files (`./HEARTBEAT.md`, `./SOUL.md`,
`./TOOLS.md`) alongside the prepended entry file, and local runs pass
`--add-dir <instructions-dir>` so Kimi can actually open them (matching
`claude_local`). Without this, only the entry file reached Kimi and
agents improvised the operating workflow that `HEARTBEAT.md` documents
- **Thinking effort**: a configured `effort` is forwarded as the
`KIMI_MODEL_THINKING_EFFORT` operational override (Kimi has no
per-invocation effort flag). It is only sent for models that advertise
`support_efforts` (currently `kimi-code/k3`) to avoid provider
rejections, and `medium` maps to `high` since Kimi has no medium tier
(`low`/`high`/`max` pass through)
- **Skills delivery**: desired Paperclip skills are delivered via Kimi's
`--skills-dir` flag from a dedicated per-run directory (a local
snapshot, or the synced snapshot on remote targets), so skills load
reliably and in isolation. Paperclip never overwrites the shared
`$KIMI_CODE_HOME/skills` home, so skills installed by the operator or
other agents are left intact. `--skills-dir` is only passed when at
least one skill is desired, so unconfigured agents keep Kimi's default
skill discovery
- **Live run status**: the adapter now forwards each streamed
stream-json line to `onEvent` (assistant `content` as an assistant
snippet, `tool_calls` as tool-name events), which drives the
issue-thread activity indicator (`currentToolName` /
`lastAssistantSnippet` / `lastEventAt`). Previously the adapter only
wrote the raw run log, so the issue thread showed a stale "no output for
N s" line with no tool or reasoning context while Kimi worked. Tool
results are omitted so the last meaningful "Using X" / snippet is not
overwritten by a generic label
- `src/server/parse.ts`: parses the verified Kimi stream-json event
shapes (`assistant` text, `assistant.tool_calls` with JSON-string
arguments, `tool` results, trailing `meta.session.resume_hint` for
session-id capture) plus failure classifiers (`kimi_auth_required`,
transient network, unrecoverable session). A signaled exit (null exit
code, not a timeout) is now reported as a failure rather than coalesced
to success, and the error message names the terminating signal
- `src/server/skills.ts`: lists/syncs Paperclip skills for the adapter's
skill-management surface
- `src/server/test.ts`: environment test covering CLI resolution + `kimi
--version`, cwd check, auth detection (OAuth credential dirs, keyed
`[providers.*]` in config.toml, or the `KIMI_MODEL_NAME` +
`KIMI_MODEL_API_KEY` env pair), and a live hello probe
- `src/ui/` (stdout-line parser for transcripts, config builder) and
`src/cli/` (stream event formatter) modules
- Root metadata: three managed model aliases
(`kimi-code/kimi-for-coding`, `kimi-code/kimi-for-coding-highspeed`,
`kimi-code/k3`), effort-capable-model metadata (`EFFORT_CAPABLE_MODELS`,
effort mapping helpers), `agentConfigurationDoc`
- Tests: 101 tests across parse, execute (args building, resume gating,
retry, auth error code, timeout, signaled-exit failure, effort
forwarding/gating/mapping, `--add-dir` instructions directive,
`--skills-dir` gating, `onEvent` runtime-event forwarding), ACP engine
(engine resolution, acpx config build, node-version gate), ACP
transcript delegation, environment test, UI parse/build-config
- **ACP engine lane (default)** (`src/server/acp.ts` + shared
`adapter-utils/acpx-engine`): Kimi Code ships an ACP server (`kimi
acp`), so `kimi_local` now runs on Paperclip's shared acpx engine by
default, matching `claude_local`/`codex_local`/`gemini_local`. The
issue-thread transcript streams live (assistant text deltas, tool calls
with a `pending`->`completed` status lifecycle) instead of the CLI
lane's bursty complete-message output. Registered `kimi_local -> "kimi"`
in `ACPX_ADAPTER_AGENT_IDS` and resolved the built-in agent command to
`kimi acp`; `execute.ts` dispatches to the ACP executor first with an
automatic CLI fallback when ACP prerequisites fail (`engine=acp`
requires ACP, `engine=cli` pins the headless lane); `index.ts` falls
back to the shared acpx session codec; the UI/CLI delegate `acpx.*`
events to the shared acpx transcript parser and event formatter. The
headless CLI lane (above) remains as the fallback
- **Registration** (one entry each, mirroring existing adapters): server
adapter registry + `BUILTIN_ADAPTER_TYPES`, `AGENT_ADAPTER_TYPES`
(shared), UI adapter registry + display registry (`Kimi Code`, Moon
icon) + capabilities defaults, CLI adapter registry, `Dockerfile`
(package copy + `npm install --global @moonshot-ai/kimi-code@latest`),
`vitest.config.ts` workspace, `scripts/release-package-manifest.json`
- **Behavioral sets** mirroring `gemini_local` (Kimi resumes sessions
the same way): `GIT_SENSITIVE_LOCAL_ADAPTER_TYPES`,
`SESSIONED_LOCAL_ADAPTERS` (heartbeat + recovery),
`REMOTE_MANAGED_ADAPTERS`, ssh/sandbox execution-target allow-lists,
`ADAPTER_DEFAULT_RULES_BY_TYPE` (`timeoutSec: 0`, `graceSec: 15`), and
`LEGACY_SESSIONED_ADAPTER_TYPES` + `ADAPTER_SESSION_MANAGEMENT` in
adapter-utils
- **UI touch-points**: New Agent default-model branch, AgentConfigForm
command map (`kimi_local: "kimi"`) + model defaults + a Kimi-specific
thinking-effort option list (`Low`/`High`/`Max`, reflecting Kimi's tiers
rather than borrowing Claude's), OnboardingWizard (command map, model
default, `kimi login` / `KIMI_MODEL_NAME + KIMI_MODEL_API_KEY` auth
hints, manual-debug command line), InviteLanding enabled adapters
- **Control-plane skill install** (`cli/src/commands/client/agent.ts`):
`paperclipai agent local-cli` seeded the Paperclip control-plane skills
into `~/.codex/skills` and `~/.claude/skills` so Codex/Claude agents
auto-discover the API reference every run. Kimi had no equivalent
target, so `kimi_local` agents began each session without the
control-plane skill and rediscovered routes (e.g. the company-scoped
`POST /api/companies/{companyId}/issues`) by trial and error. Added
`~/.kimi-code/skills` (honoring `KIMI_CODE_HOME`) as a third install
target for parity. Independent of the per-run `--skills-dir` delivery,
which only applies to explicitly configured skills.
- **Docs**: `docs/adapters/kimi-local.md` (prerequisites, auth options,
config fields including `effort`, session resume, instruction bundle,
skills delivery, control-plane skill install) + a row in
`docs/adapters/overview.md`

Out of scope (deliberately): model profiles, built-in agent
`allowedAdapterTypes` additions.

## Verification\n\nCurrent-master rebase verification (OpenAI Codex,
2026-08-03): 13 focused files / 231 tests pass; adapter-utils, server,
UI, CLI, and Kimi adapter typechecks pass; full repository build and UI
token gates pass. The branch is conflict-free against master at head
`1249df117c5e12e5771b9a570a6340866450619e`.\n\nAutomated (all from repo
root, pnpm 9.15.4, Node 22):

- `vitest run packages/adapters/kimi-local`: 89/89 pass (includes
coverage for the instruction `--add-dir` directive, effort
forwarding/gating/mapping, `--skills-dir` gating, the signaled-exit
failure path, and `onEvent` runtime-event forwarding with cross-chunk
line buffering)
- `vitest run server/src/__tests__/adapter-registry.test.ts
server/src/__tests__/adapter-routes.test.ts
server/src/services/heartbeat-stop-metadata.test.ts
ui/src/adapters/adapter-display-registry.test.ts`: 37/37 pass
- `vitest run cli/src/__tests__/skills.test.ts`: 13/13 pass (the
control-plane skill install target follows the existing Codex/Claude
install path, whose symlink logic is unchanged)
- `vitest run packages/shared`: 307/307 pass; `vitest run
packages/adapter-utils`: pass except one pre-existing, unrelated failure
(`mcp-isolation.integration.test.ts` requires Claude CLI ≥ 2.1.207; host
has 2.1.185, fails identically on unmodified master)
- `pnpm --filter @paperclipai/adapter-kimi-local typecheck|build`, plus
typecheck of `server`, `ui`, `cli`, `adapter-utils`: all clean
- `pnpm install --frozen-lockfile`: passes (the PR diff itself contains
no lockfile changes, per repo policy; verified against a locally
regenerated lockfile)
- `node scripts/check-no-git-push.mjs` and `node
scripts/check-forbidden-tokens.mjs`: pass
- CI note: the `policy` job's release-bootstrap step is expected to stay
red until a maintainer bootstraps the first npm publish of
`@paperclipai/adapter-kimi-local`; see the CI Note for Maintainers
comment. All other contributor-actionable checks are green.

Manual end-to-end (real Kimi CLI 0.27.0, OAuth login, dev server on an
isolated instance):

1. Server `GET /api/adapters` lists `kimi_local` as builtin with correct
capability flags; models endpoint returns the three Kimi models
2. `POST .../adapters/kimi_local/test-environment`: all checks pass,
including a live `kimi -p` hello probe
3. Created a `kimi_local` agent and invoked two heartbeats: run 1
spawned `kimi -p ... --output-format stream-json`, Kimi used its `Read`
tool, produced the expected answer, and the session id was captured from
the `session.resume_hint` meta event; run 2 resumed the **same** Kimi
session (`sessionIdBefore == sessionIdAfter`) via `-r`
4. UI: adapter appears in the New Agent dropdown; selecting it shows the
Kimi command placeholder, the three models, and the Kimi config fields;
the run transcript renders Kimi tool calls via the adapter's stdout
parser

The instruction-bundle, thinking-effort, and `--skills-dir` changes
landed after the manual run above. They are covered by the unit tests
listed under Automated, and the Kimi CLI flags they rely on
(`--add-dir`, `--skills-dir`, `KIMI_MODEL_THINKING_EFFORT`) were
confirmed against the installed Kimi Code CLI 0.27.0 (`kimi --help`,
config-file thinking-effort docs).

Screenshots (assets branch on the fork, not part of the diff):

![Kimi Code in the Add a new agent runtime
picker](https://raw.githubusercontent.com/hawikk/paperclip/assets/kimi-local-pr-screenshots/shots/00-kimicode.png)

![Adapter dropdown with Kimi
Code](https://raw.githubusercontent.com/hawikk/paperclip/assets/kimi-local-pr-screenshots/shots/01-adapter-dropdown-kimi.png)

![Kimi adapter selected: command, model, config
fields](https://raw.githubusercontent.com/hawikk/paperclip/assets/kimi-local-pr-screenshots/shots/02-kimi-adapter-selected.png)

![Kimi models in the model
dropdown](https://raw.githubusercontent.com/hawikk/paperclip/assets/kimi-local-pr-screenshots/shots/03-kimi-model-dropdown.png)

![Successful resumed heartbeat run (kimi_local invocation + parsed
transcript)](https://raw.githubusercontent.com/hawikk/paperclip/assets/kimi-local-pr-screenshots/shots/04-successful-resumed-run.png)

![Agents list showing the Kimi Code
label](https://raw.githubusercontent.com/hawikk/paperclip/assets/kimi-local-pr-screenshots/shots/05-agents-list.png)

## Risks

- Low risk to existing behavior: the change is additive, one new
workspace package plus single-entry registrations alongside existing
adapters; no existing adapter code paths are modified.
- The adapter invokes the locally installed `kimi` CLI; like other local
adapters, run behavior depends on the host's Kimi version. The parser is
written against the documented/verified 0.27.0 stream-json schema and
degrades gracefully (malformed lines are skipped, failures surface as
run errors).
- `--skills-dir` overrides Kimi's auto-discovery of user and project
skills for the run. This is intentional (paperclip-managed agents get a
reproducible, isolated skill set), and it is only passed when at least
one Paperclip skill is desired, so unconfigured agents keep default
discovery.
- Thinking effort is only forwarded to models that advertise
`support_efforts` (currently `kimi-code/k3`); `EFFORT_CAPABLE_MODELS`
must be extended when more Kimi models gain support, otherwise a
configured effort is silently ignored for them.
- `Dockerfile` now installs `@moonshot-ai/kimi-code@latest` globally
alongside the other agent CLIs, so image size increases slightly.
- Maintainer action needed for the npm bootstrap gate: the `policy`
job's release-bootstrap step fails until the first npm publish of
`@paperclipai/adapter-kimi-local` (the gate from #5146 that every new
adapter package has passed through). Enrollment with `publishFromCi:
true` is required by the manifest validator (dropping the entry,
`false`, or `private` are all rejected), so this is intentionally left
to a maintainer. Remaining CI lanes are expected to run once it is done.

## Model Used\n\n- **Current-master rebase, conflict adaptation, and
registry-parity coverage:** OpenAI, **GPT-5 Codex** (Codex agent; exact
serving model ID and context-window size were not exposed to the
runtime), with repository, shell, Git, and GitHub tooling. It preserved
Hawik’s commit authorship, reconciled ACPX and environment-capability
changes, added current registry tests, and ran the verification
above.\n- **Adapter implementation and initial review:** Moonshot AI,
**Kimi K3 Coding** (latest), via **Kimi Code CLI v0.27.0**
(`kimi-code/k3` alias, 1M-token context window, thinking mode, agentic
tool use). The CLI agent explored the repo, wrote the adapter
implementation (delegated to a coder sub-agent of the same model), ran
tests, and drafted the first version of this PR body. A second
model-driven review pass (read-only, same model) audited the diff for
security/correctness before submission; its findings (shell-quoting
hardening, auth-detection false positive, session-compaction
registration, test gaps) were fixed and are included.
- **Harness-context fixes and review responses:** Anthropic, **Claude
Opus 4.8** (`claude-opus-4-8`) via Claude Code. Diagnosed from run logs
that Kimi received only the entry instructions file (not the
`HEARTBEAT.md`/`SOUL.md`/`TOOLS.md` bundle) and that `effort` was never
wired, then implemented the instruction `--add-dir` delivery,
`KIMI_MODEL_THINKING_EFFORT` forwarding, and `--skills-dir` skill
delivery, added the accompanying tests and docs, and addressed the
automated review comments (preserving external skills on remote sync,
treating a signaled exit as a failure). Also extended the `paperclipai
agent local-cli` installer to seed the control-plane skills into
`~/.kimi-code/skills` for Codex/Claude parity, wired `onEvent` runtime
events so the issue-thread activity indicator reflects Kimi's tool and
reasoning output live, and built the ACP engine lane (`kimi acp` via the
shared acpx engine, default) so the transcript streams with live tool
status like the other ACP adapters. The Kimi CLI flags, subcommand, and
env var relied on here were verified against the installed Kimi Code CLI
0.27.0.
- All CLI behaviors claimed here (`-p`, `--output-format stream-json`,
`-r` resume, event shapes, `--add-dir`, `--skills-dir`,
`KIMI_MODEL_THINKING_EFFORT`) were verified empirically against the
installed Kimi CLI, not assumed.

## 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 *(only the release-bootstrap step
remains red, pending the maintainer npm publish described in Risks)*
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
*(will address all Greptile comments as they arrive)*
- [x] I will address all Greptile and reviewer comments before
requesting merge





---

## Maintainer Addendum (2026-08-20)

The shared acpx-engine and issue-chat changes (run-summary segmentation,
placeholder tool-event coalescing,
`ISSUE_CHAT_TRANSCRIPT_MAX_VISIBLE_ENTRIES` 30 → 400, live-reasoning UI)
have been **extracted to #11761** so the cross-adapter behavior changes
review and revert independently — both commits there preserve @hawikk's
authorship. This PR is now the kimi-specific adapter only (60 files,
+3,793/−8, essentially pure addition); the only shared-engine touch left
is the `kimi acp` command resolution. `publishFromCi` is `true` — the
package name is bootstrapped on npm.

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-08-20 12:06:33 -07:00
Devin FoleyandHawik 1d0e826767 feat(acpx/ui): adapter-declared capabilities for verbose streaming backends (no behavior change by default) (#11761)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Local agent adapters stream their work through the shared acpx
engine, which every ACP adapter (`claude_local`, `codex_local`,
`gemini_local`, custom ACP) runs on
> - Verbose streaming backends break two shared-engine behaviors: the
auto-posted run summary concatenates every text delta including the
thought stream (a long multi-tool run once auto-posted a ~50k character
monologue as an issue comment), and token-by-token tool-argument
streaming floods the run log with tens of thousands of
placeholder-titled in-progress events per run
> - These fixes were developed inside the `kimi_local` adapter PR, where
Kimi Code's streaming volume (~16,000 text deltas per run vs ~290 for a
comparable Claude run) surfaced both problems
> - Changing this behavior for all adapters at once is a fleet-wide
risk, and hardcoding adapter identities in shared code does not scale to
many adapters (or work at all for externally-shipped plugin adapters) —
so the behaviors become invocation-config parameters that an adapter's
own acpx config builder sets, with defaults preserving today's behavior
byte-for-byte
> - The benefit is that the machinery lands fully tested with zero
behavior change for existing adapters — pin tests prove it — the engine
carries no adapter identities, and any adapter (including `custom_acp`
configs for external backends) opts in declaratively

## Linked Issues or Issue Description

- Refs #9967 — extracted from the `kimi_local` adapter PR and
restructured to be inert by default; the commit preserves the original
author's (@hawikk) authorship.

**Current behavior**

When an acpx-engine run ends without the agent leaving a comment, the
auto-posted summary is every streamed text delta concatenated, thought
stream included. Backends that stream tool arguments emit tens of
thousands of placeholder-titled `in_progress` tool events into the
stored run log, pinning the live activity indicator to a generic "tool
call". There is no mechanism for an adapter to vary either behavior, and
shared code must never branch on adapter identities.

**Proposed behavior**

Two engine invocation-config parameters, read with behavior-preserving
defaults: `summaryStrategy` (`"full"` = existing concatenation, the
default; `"lastOutputSegment"` = segment output at tool starts, exclude
thought stream, post the last non-empty segment) and
`coalescePlaceholderToolUpdates` (`false` = never drop an event, the
default; `true` = coalesce placeholder-titled in-progress updates). An
adapter opts in from its own acpx config builder — the engine has no
per-adapter knowledge, no adapter identity appears anywhere in shared
code, and `custom_acp` agent configs can set the same knobs for external
verbose backends.

**Reason and benefit**

Existing adapters are provably unaffected — new pin tests assert the
default path's summary and tool-event output byte-for-byte, so any
future change that alters behavior for claude/codex/gemini/custom fails
the suite. The verbose-backend handling still lands fully tested,
activated declaratively by the adapter that needs it (the `kimi_local`
adapter PR sets both knobs in its config builder).

## What Changed

- `packages/adapter-utils/src/acpx-engine/execute.ts`: the run
preparation parses `summaryStrategy` and
`coalescePlaceholderToolUpdates` from the invocation config (validated,
defaulted); summary accumulation and `emitRuntimeEvent` branch on the
prepared values. The default path is the pre-existing code
(`textParts.join("")`, no event filtering). `buildAcpxRunSummary` is the
exported last-segment strategy.
- `packages/adapter-utils/src/acpx-engine/execute.test.ts`: a pin test
asserting the default path's exact summary (thought stream included) and
full tool-event stream (placeholder-titled in-progress updates present,
names restored); opt-in tests for each knob; a `buildAcpxRunSummary`
unit test.

- `ui/src/adapters/types.ts`: `UIAdapterModule` gains an optional
`transcriptPresentation` capability — `maxVisibleEntries` (issue-chat
transcript window, default 30) and `liveReasoningView` (`"ticker"`
default; `"scrollLog"` renders live reasoning in a scrollable
auto-following box with one entry per tool call).
- `ui/src/lib/issue-chat-messages.ts` and
`ui/src/components/IssueChatThread.tsx`: shared code resolves the hints
via `findUIAdapter(adapterType)` with today's defaults as fallback — no
adapter identities anywhere. The `scrollLog` rendering component ships
here but is unreachable until an adapter declares it.
- `ui/src/lib/issue-chat-messages.test.ts`: a capability test registers
a synthetic verbose adapter and asserts the wider window; the
pre-existing test keeps pinning the default 30-entry window.

No adapter declares any of this in this PR — every adapter renders and
summarizes exactly as before, and there is no per-adapter data anywhere.
The `kimi_local` adapter PR (#9967, stacked on this branch) is the first
consumer: it declares `transcriptPresentation` in its own UI module and
sets the engine knobs in its own acpx config builder.

## Verification

- Engine suite: 130/130 pass (126 existing + 4 new); chat suites
(`issue-chat-messages`, `IssueChatThread`, `RunChatSurface`): all pass
including the new synthetic-adapter capability test — 237 tests across
the touched surfaces
- The pin tests are the regression guard: the engine test encodes
today's summary text and tool-event sequence for a default-config run,
and the existing 30-entry-window test pins the default transcript
window, so "nothing changed for Claude/Codex users" is an executable
assertion, not a review judgment
- `pnpm --filter @paperclipai/adapter-utils --filter @paperclipai/ui
typecheck`: clean

## Risks

- Low: with no adapter setting the knobs, every code path taken in
production is the existing one. The only behavioral surface is additive
(an unused strategy and an unused filter), exercised by tests.
- The knobs are ordinary invocation-config keys, so a `custom_acp` agent
config can also set them — intended: an external verbose backend gets
the same handling without code changes. Both knobs only affect that
agent's own run summaries and run-log verbosity.

## Model Used

- Original implementation authored in #9967 by @hawikk (models
documented there: Moonshot AI Kimi K3 Coding via Kimi Code CLI 0.27.0,
OpenAI GPT-5 Codex, Anthropic Claude Opus 4.8). The commit preserves
that authorship.
- Extraction, restructuring into config-declared parameters, pin tests,
and verification: Anthropic, **Claude Fable 5** (`claude-fable-5`) via
Claude Code, with repository, shell, and Git tooling.

## Checklist

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

---------

Co-authored-by: Hawik <davapa@gmail.com>
2026-08-20 10:37:58 -07:00
DottaandPaperclip e826188e82 refactor(settings): unify settings and speed up exports (#11789)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - Operators use the settings area to control a company and its
Paperclip instance.
> - The current navigation separates related settings and uses duplicate
instance pages.
> - Company exports also do independent reads in sequence and do extra
work for previews.
> - Hardened workspace commands can differ from their saved command
after loopback binding.
> - This pull request makes these related operator workflows consistent
and faster.
> - The benefit is one clear settings area, faster exports, and stable
runtime command matching.

## Linked Issues or Issue Description

Refs #338

Related: #9834

**What existing behavior does this improve?**

This improves the company settings UI, company export preparation, and
workspace runtime command matching.

**Current behavior**

Company and instance settings use separate navigation and duplicate
pages. Export preparation reads many independent records in sequence.
Preview generation can also build an unused organization image. A
command with a forced loopback bind can fail to match its saved runtime
command.

**Proposed behavior**

Use one settings navigation and put general instance controls on the
company General page. Load independent export data with bounded
concurrency, skip unused preview image work, and load the export page
only when it is needed. Treat the loopback-bound form of a command as
the same runtime command.

**Reason and benefit**

Operators get one clear settings area. Large company exports need fewer
serialized reads. Export previews and initial UI loads do less work.
Hardened runtime services remain linked to their saved command
definitions.

**Breaking changes**

The obsolete instance General URL redirects to the unified settings
page. Access and Heartbeats remain available, and legacy bookmarks keep
their destinations. No API response shape or database schema changes.

## What Changed

- Unified company and instance settings navigation and removed duplicate
instance settings pages.
- Embedded general instance controls in the company General page and
kept access-sensitive navigation behavior.
- Preserved instance Access and Heartbeats controls in the unified
navigation and normalized old bookmarks to those destinations.
- Improved environment and access-state handling when workspace seed
requests overlap.
- Added bounded export reads, a lighter preview path, deferred export
preparation, and lazy export-page loading.
- Matched loopback-bound runtime commands to their saved command
definitions.
- Added focused shared, server, and UI regression tests.

## Verification

- `pnpm exec vitest run <18 changed test files>`: 18 files and 256 tests
passed.
- `pnpm check:token-gates`: passed all four token gates.
- `pnpm -r typecheck`: passed for all workspace projects.
- `pnpm build`: passed for all workspace projects.
- `pnpm test:run`: tests ran without a reported failure, but the runner
did not close after the server handoff tests. The process closed with
status 0 after an interrupt.
- Focused latest-head route tests: 2 files and 4 tests passed.
- GitHub latest-head checks: all completed without failure.
- Greptile: 5/5 with no unresolved review threads.

## Risks

- Medium risk: settings routes and navigation changed across several
operator roles.
- Medium risk: bounded export concurrency increases simultaneous
database reads. The limits stay below the normal pool size.
- Low risk: runtime command matching accepts only the known Tailscale
HTTPS loopback transformation.
- No migrations are included.

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

## Model Used

- OpenAI Codex with a GPT-5-family coding model. The runtime does not
expose the exact deployed model ID or context-window size. Reasoning,
tool use, and local code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details

Exception: This task requires the existing execution branch. The harness
does not permit a branch rename.
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-20 12:15:16 -05:00
416a273366 build(deps): bump jsdom and @types/jsdom (#11717)
Bumps [jsdom](https://github.com/jsdom/jsdom) and
[@types/jsdom](https://github.com/DefinitelyTyped/DefinitelyTyped/tree/HEAD/types/jsdom).
These dependencies needed to be updated together.
Updates `jsdom` from 28.1.0 to 30.0.1
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/jsdom/jsdom/releases">jsdom's
releases</a>.</em></p>
<blockquote>
<h2>v30.0.1</h2>
<ul>
<li>Fixed <code>getComputedStyle()</code> with <code>calc()</code> and
other functions throwing an exception, which regressed in v30.0.0. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Sped up up range operations on large documents (<a
href="https://github.com/leonidaz"><code>@​leonidaz</code></a>)</li>
</ul>
<h2>v30.0.0</h2>
<p>Breaking changes:</p>
<ul>
<li>Node.js minimum version raised to <code>^22.22.2 || ^24.15.0 ||
&gt;=26.0.0</code>.</li>
</ul>
<p>Other changes:</p>
<ul>
<li>Added <code>CSS.escape()</code> and <code>CSS.supports()</code>
functions. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Added <code>'background-position-x'</code> and
<code>'background-position-y'</code> CSS properties. (<a
href="https://github.com/olagokemills"><code>@​olagokemills</code></a>)</li>
<li>Fixed <code>getComputedStyle()</code> to convert length values into
pixels. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Fixed CSS function serialization, e.g., in the return value of
<code>getPropertyValue()</code>. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Fixed the type of error thrown by <code>document.evaluate()</code>
(<a href="https://github.com/dokson"><code>@​dokson</code></a>)</li>
</ul>
<h2>v29.1.1</h2>
<ul>
<li>Fixed <code>'border-radius'</code> computed style serialization. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Fixed computed style computation when using
<code>'background-origin'</code> and <code>'background-clip'</code> CSS
properties. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Significantly optimized initial calls to
<code>getComputedStyle()</code>, before the cache warms up. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
</ul>
<h2>v29.1.0</h2>
<ul>
<li>Added basic support for the ratio CSS type. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Fixed <code>getComputedStyle()</code> sometimes returning outdated
results after CSS was modified. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
</ul>
<h2>v29.0.2</h2>
<ul>
<li>Significantly improved and sped up <code>getComputedStyle()</code>.
Computed value rules are now applied across a broader set of properties,
and include fixes related to inheritance, defaulting keywords, custom
properties, and color-related values such as <code>currentcolor</code>
and system colors. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Fixed CSS <code>'background</code>' and <code>'border'</code>
shorthand parsing. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
</ul>
<h2>v29.0.1</h2>
<ul>
<li>Fixed CSS parsing of <code>'border'</code>,
<code>'background'</code>, and their sub-shorthands containing keywords
or <code>var()</code>. (<a
href="https://github.com/asamuzaK"><code>@​asamuzaK</code></a>)</li>
<li>Fixed <code>getComputedStyle()</code> to return a more functional
<code>CSSStyleDeclaration</code> object, including indexed access
support, which regressed in v29.0.0.</li>
</ul>
<h2>v29.0.0</h2>
<p>Breaking changes:</p>
<ul>
<li>Node.js v22.13.0+ is now the minimum supported v22 version (was
v22.12.0+).</li>
</ul>
<p>Other changes:</p>
<ul>
<li>Overhauled the CSSOM implementation, replacing the <a
href="https://www.npmjs.com/package/@acemir/cssom"><code>@acemir/cssom</code></a>
and <a
href="https://github.com/jsdom/cssstyle"><code>cssstyle</code></a>
dependencies with fresh internal implementations built on webidl2js
wrappers and the <a
href="https://www.npmjs.com/package/css-tree"><code>css-tree</code></a>
parser. Serialization, parsing, and API behavior is improved in various
ways, especially around edge cases.</li>
<li>Added <code>CSSCounterStyleRule</code> and
<code>CSSNamespaceRule</code> to jsdom <code>Window</code>s.</li>
<li>Added <code>cssMediaRule.matches</code> and
<code>cssSupportsRule.matches</code> getters.</li>
<li>Added proper media query parsing in <code>MediaList</code>, using
<code>css-tree</code> instead of naive comma-splitting. Invalid queries
become <code>&quot;not all&quot;</code> per spec.</li>
<li>Added <code>cssKeyframeRule.keyText</code> getter/setter
validation.</li>
<li>Added <code>cssStyleRule.selectorText</code> setter validation:
invalid selectors are now rejected.</li>
<li>Added <code>styleSheet.ownerNode</code>,
<code>styleSheet.href</code>, and <code>styleSheet.title</code>.</li>
<li>Added bad port blocking per the <a
href="https://fetch.spec.whatwg.org/#bad-port">fetch specification</a>,
preventing fetches to commonly-abused ports.</li>
<li>Improved <code>Document</code> initialization performance by lazily
initializing the CSS selector engine, avoiding ~0.5 ms of overhead per
<code>Document</code>. (<a
href="https://github.com/thypon"><code>@​thypon</code></a>)</li>
</ul>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/jsdom/jsdom/commit/6584485f094d5b271553005b68804c93a455c002"><code>6584485</code></a>
30.0.1</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/0c51df6d80567202e969ba273c32db01de43c26e"><code>0c51df6</code></a>
Update dependencies and dev dependencies</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/32adb340bf3782194099c6a7b0e0a34c05aa8f24"><code>32adb34</code></a>
Bump <code>@​asamuzakjp/dom-selector</code></li>
<li><a
href="https://github.com/jsdom/jsdom/commit/70f014aa1de06a684b4f7d123bdb832ae8c63c53"><code>70f014a</code></a>
Speed up range operations on large documents</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/250d7ee387109d9674d3e4a79fe1edac96e45476"><code>250d7ee</code></a>
Partially fix getComputedStyle with calc()</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/20a01fc4a5ca1b2a48ec9c546d230624964d2f83"><code>20a01fc</code></a>
30.0.0</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/8c8e583c4f0130f09a1f0ba2728c9aebc4f709c5"><code>8c8e583</code></a>
Precompute WPT expectation matches</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/f32245cfedf894b933bf4625b5649c284422da45"><code>f32245c</code></a>
Bump Node.js floor and dependencies</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/03ef23b4513af92d89d59b2383c5697a0a260111"><code>03ef23b</code></a>
Add background-position longhands</li>
<li><a
href="https://github.com/jsdom/jsdom/commit/ded056f38de1a1e3709feafd0acea57377f85f35"><code>ded056f</code></a>
Test CSS.escape() with numeric IDs</li>
<li>Additional commits viewable in <a
href="https://github.com/jsdom/jsdom/compare/v28.1.0...v30.0.1">compare
view</a></li>
</ul>
</details>
<details>
<summary>Maintainer changes</summary>
<p>This version was pushed to npm by <a
href="https://www.npmjs.com/~GitHub%20Actions">GitHub Actions</a>, a new
releaser for jsdom since your current version.</p>
</details>
<details>
<summary>Install script changes</summary>
<p>This version modifies <code>prepare</code> script that runs during
installation. Review the package contents before updating.</p>
</details>
<br />

Updates `@types/jsdom` from 28.0.0 to 30.0.0
<details>
<summary>Commits</summary>
<ul>
<li>See full diff in <a
href="https://github.com/DefinitelyTyped/DefinitelyTyped/commits/HEAD/types/jsdom">compare
view</a></li>
</ul>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-20 10:11:28 -07:00
cbe6395cc5 fix(ui): task chat composer clears on send; align carets and composer with thread (#11772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail view uses a chat-style thread: agent turns, activity
phases, and a message composer.
> - A colleague's UX review found three defects: the composer draft
stayed visible after send, disclosure carets in turns and status pills
were misaligned, and the composer was not horizontally aligned with the
thread column.
> - These defects make the chat surface feel unpolished and cause
confusion about whether a message was sent.
> - This pull request fixes all three defects with small, targeted UI
changes and adds regression tests for each.
> - The benefit is a chat surface that behaves and aligns like users
expect from a messaging UI.

## Linked Issues or Issue Description

No public GitHub issue exists for this. Description of the underlying
problems:

**What happened?**

Three UI defects in the chat-style task view:

1. After a user pressed send, the composer kept the draft text until the
server round-trip finished. Fast typers could see stale text and doubt
the message was sent.
2. The disclosure carets on collapsed agent turns and the caret inside
the status pill did not share one alignment axis. They rendered at
different x-offsets and sizes.
3. The composer container had different horizontal padding than the
thread column above it, so the input box did not line up with the
message bubbles.

**Expected behavior**

The composer clears the instant a send starts. All disclosure carets sit
on one vertical axis with one size. The composer's left and right edges
align with the thread column.

**Steps to reproduce**

Open any task in the chat-style task view. Type a message and press
Enter — watch the composer text. Collapse and expand agent turns —
compare caret positions. Compare the composer's horizontal edges with
the message bubbles above it.

## What Changed

- `TaskChatComposer.tsx`: clear the draft synchronously when a send
starts instead of after the request resolves; restore the draft if the
send fails.
- `TaskChatTurn.tsx` and `TaskChatStatusPill.tsx`: use one shared caret
alignment (size, x-offset) for turn disclosure and status pill carets,
with supporting utility styles in `ui/src/index.css`.
- `TaskChatThread.tsx`: align the composer container with the thread
column padding.
- Added or updated unit tests in `TaskChatComposer.test.tsx`,
`TaskChatTurn.test.tsx`, `TaskChatActivityPhase.test.tsx`, and
`TaskChatThread.test.tsx`.

## Verification

- Run `pnpm vitest run
src/components/task-chat/TaskChatComposer.test.tsx
src/components/task-chat/TaskChatActivityPhase.test.tsx
src/components/task-chat/TaskChatTurn.test.tsx
src/components/TaskChatThread.test.tsx` in `ui/` — 4 files, 64 tests,
all pass.
- Manual: open a task in the chat view, send a message, and confirm the
composer clears immediately. Collapse/expand turns and confirm the
carets align. Compare composer edges with the thread column; the
alignment fixes were also pixel-verified with screenshots during local
review.

## Risks

- Low risk. All changes are render-layer only; no server or data
changes.
- The composer now clears optimistically. If a send fails, the draft is
restored, so no user text is lost.
- Caret alignment uses shared CSS utilities; visual regressions would
show in the existing component tests and in any screenshot diff.

## Model Used

- Implementation: OpenAI Codex CLI coding agent (Codex model family,
agentic tool use) via Paperclip's Codex adapter.
- Review, verification, rebase, and PR preparation: Anthropic Claude,
model id `claude-fable-5` (extended thinking, 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

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 00:17:55 -07:00
Nicky LeachandPaperclip e0b64529b3 feat(auth): normalize agent login in the sandbox onto one session table and a capability contract (#11730)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandbox agents need a safe login path for each supported adapter
> - Codex device login and Claude setup-token login used separate
session stores and route logic
> - Separate stores made session lookup, expiry, and login capability
checks harder to keep consistent
> - This pull request unifies both flows on one session table and one
capability contract
> - The benefit is one company-scoped login model with public session
identifiers and shared lifecycle rules

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (multiple of the above)

**Problem or motivation**

Codex and Claude sandbox login used separate session stores and
different route paths. This split increased the risk of inconsistent
company scoping, session lookup, and cleanup.

**Proposed solution**

Use `adapter_auth_sessions` for both login flows. Use public session
identifiers for API access. Select login behavior from projected adapter
capability data. Share the route spine, lease arguments, runner
lifecycle, and reaper rules.

**Alternatives considered**

Keep two session tables and add matching fixes to both routes. This
keeps duplicate logic and does not provide one capability contract, so
this pull request uses shared infrastructure.

**Roadmap alignment**

This change supports the shipped Cloud / Sandbox agents milestone in
`ROADMAP.md`.

## What Changed

- Unify Codex device login and Claude setup-token login on
`adapter_auth_sessions`.
- Return and look up sessions with company-scoped public session
identifiers.
- Enforce one active session for each company, owner, and adapter.
- Share the login route spine, sandbox lease arguments, runner
lifecycle, and missing-auth check.
- Add a standalone setup-token reaper with adapter-specific row
selection.
- Add optional login capability projection for adapters and drive route
and UI selection from that data.
- Rename the provider flag to `supportsLoginPty` and validate its
deprecated alias.
- Remove the old Claude setup-token session table and add the required
migrations.

## Verification

- Server typecheck passed with `tsc`.
- Database typecheck passed.
- UI typecheck passed with `tsc -b`.
- Codex login service and route suites passed.
- Setup-token session, route, and reaper suites passed.
- Adapter session schema, plugin validator, capability projection, UI
render, and Daytona suites passed.
- GitHub Actions must confirm the complete CI gate after pull request
creation.

## Risks

- The migrations remove short-lived in-flight login rows during
deployment. A login that spans the migration can continue until its
provider lease expires.
- The Codex credential store remains company-scoped. A cross-owner
credential race remains a documented, board-accepted risk.
- API clients that use internal session row identifiers no longer work.
The API accepts only public session identifiers.

## Model Used

Codex, GPT-5, exact runtime model ID not exposed in this handoff, large
context window, reasoning, and repository tool use. The implementing
engineer produced the code with AI assistance.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 11:51:31 -07:00
DottaandPaperclip a2bf936f9a feat(workspaces): sign the workspace login handoff and gate readiness (#11671)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed worktree services run isolated Paperclip instances with
cloned databases.
> - A reachable service was reported as ready even when its database,
runtime identity, or login path was not usable.
> - The first candidate added verified database seeding and managed
repair in #11665.
> - This pull request consolidates that candidate with signed login
handoff and a complete readiness contract.
> - Post-QA fixes close five defects in repair identity, repair
responses, UI retry, seed journal handling, and seed-source trust.
> - The benefit is a workspace that either opens safely or reports one
accurate recovery action.

## Linked Issues or Issue Description

No public GitHub issue exists for this work, so the problem is described
here.

**What happened**

Managed workspace URLs could return HTTP 200 and report ready while
login failed. QA also found cases where repair used the wrong instance
identity, returned a generic error, left the UI stuck, rejected a safe
journal lag, or trusted a mutable workspace manifest.

**Expected behavior**

Opening a ready workspace signs the board user in to the correct
isolated instance. Provisioning and repair use a registered source and
report a structured recovery state.

**Actual behavior**

Entry depended on a password copied into the clone. Several failure
paths could publish stale readiness, hide the repair precondition, or
trust state that the workspace could modify.

**Additional context**

This pull request includes the commits first published in #11665. That
pull request keeps the original base head for review history. This
consolidated pull request is the merge candidate. Related open readiness
work includes #11575 and #11621.

## What Changed

- Adds a short-lived, signed, single-use login ticket. It binds the
user, workspace, instance, and runtime origin.
- Exchanges the ticket through Better Auth. It creates the session and
cookie through the supported adapter path.
- Adds protected workspace readiness fields for the database, clone
data, login handoff, seed phase, and runtime identity.
- Fails readiness closed when the guest has no company or
execution-workspace binding.
- Binds ticket issuance to the exact cloned user and active company
membership selected for the handoff.
- Verifies every current active board identity through the exact-user
handoff before publication or reuse.
- Gates managed runtime publication on the readiness contract and the
recorded worktree instance identity.
- Refreshes runtime work products from the live runtime row after a port
change.
- Adds one workspace access card with ready, degraded, repairing, and
failed states.
- Uses the runtime response identity for repair. It returns structured
repair precondition errors.
- Lets a valid source journal lag converge during provisioning.
- Binds seed and repair manifests to a source registered outside the
agent-writable worktree.
- Clears recovered UI errors so a successful retry can open the
workspace.
- Makes runtime tests register canonical sources and avoid ports owned
by live host listeners.
- Keeps Vitest on source suites when compiled `dist` trees exist.
- Isolates CLI and adapter tests from ambient AWS and runtime API
environment variables.
- Preserves a 404 response for cross-company workspace ID lookups before
runtime authorization.
- Makes concurrent single-flight coverage independent of
path-canonicalization scheduling order.

## Verification

The following checks passed on the integrated head:

```sh
pnpm -r typecheck
pnpm build
pnpm check:token-gates
pnpm --filter @paperclipai/db check:migrations
```

- The server source lane passed 420 files and 4,953 tests. Five tests
were skipped.
- The CLI lane passed 57 files and 385 tests.
- The database lane passed 26 files and 97 tests.
- The shared package passed 58 files and 506 tests.
- The adapter utility lane passed 640 tests. Four tests were skipped.
- The Claude adapter passed 220 tests. One test was skipped.
- The Codex adapter passed 323 tests.
- The OpenClaw adapter passed 13 tests.
- The OpenCode adapter passed 42 tests.
- The plugin SDK passed 45 tests.
- The workspace runtime suite passed 124 tests.
- The caller-scoped readiness and handoff suite passed 52 tests.
- The workspace provisioning shell suite passed 7 tests.
- The runtime exposure suite passed 17 tests while live host mappings
occupied fixed test ports.
- `git diff --check` passed and the worktree is clean.

The serialized route lane will run in GitHub CI with its normal shards.
No deployment or active-workspace migration was performed.

## Risks

- This is a medium-risk authentication and runtime-readiness change.
- The login ticket uses exact origin, workspace, instance, and user
binding. It has a short expiry and a one-time nonce.
- Runtime publication is stricter. A real readiness, identity, per-user
handoff, or control-plane database disagreement now blocks publication.
- This pull request supersedes #11665 as the merge candidate. Close
#11665 after this pull request merges.
- No new database migration is included. The lockfile and workflow files
are unchanged.
- Deployment and active-workspace migration are intentionally outside
this pull request.

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

## Model Used

Claude Opus 5 (`claude-opus-5[1m]`), 1M context, extended thinking, tool
use, and code execution produced the main candidate. OpenAI GPT-5
(`gpt-5`) through Codex, with agentic reasoning, tool use, and code
execution, integrated the post-QA fixes and hardened the test gates. The
Codex context-window size was not exposed.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 02:37:02 -05:00
DottaandPaperclip d1cd9c37f4 fix(ui): keep Archive available on every inbox item (#11636)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Mine inbox combines tasks, failed runs, approvals, and access
requests
> - Each item needs a consistent action that removes it from the inbox
> - Task rows keep the Archive action separate from the unread marker
> - Other rows used one slot for both actions, so an unread marker hid
Archive
> - This pull request gives every Mine inbox row the same Archive action
> - The benefit is consistent hover and swipe cleanup for every inbox
item type

## Linked Issues or Issue Description

**What happened?**

Unread failed runs, approvals, and join requests showed a blue unread
marker but no Archive button. The user had to mark the item as read
before the old leading Archive control became available.

**Expected behavior**

Every Mine inbox item shows Archive on hover. Every item also keeps its
swipe-to-archive behavior.

**Steps to reproduce**

1. Open the Mine inbox.
2. Add an unread failed run, approval, or join request.
3. Hover the new item.
4. Observe that Archive is missing before this change.

**Paperclip version or commit**

Current `master` at `0e9b03832d`.

**Deployment mode**

Local development from source.

**Additional context**

PR #1860 improves the accessibility of the existing swipe gesture. PR
#9704 changes server-side archive resurfacing rules. Neither PR adds the
missing hover action to unread non-task rows.

## What Changed

- Reused the task-row Archive action for failed runs, approvals, and
join requests.
- Kept the unread marker visible in its own leading slot.
- Kept retry, approve, and reject actions beside the new trailing
Archive action.
- Added regression coverage for hover Archive and swipe wrappers on
every non-task Mine row type.
- Updated a test comment so the repository token gate does not treat
documented color literals as UI source.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/Inbox.test.tsx src/components/IssueRow.test.tsx
src/components/SwipeToArchive.test.tsx` — 46 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 4,284 tests passed. Ten unrelated runtime-exposure
tests cannot claim fixed ports 42000 and 52000 because host Tailscale
listeners already own them.
- `pnpm build` — passed.
- GitHub CI on the latest head — all required checks passed.
- Greptile — 5/5 confidence with no open review threads.

## Risks

- Low risk. The change only affects Mine inbox row actions and
regression tests.
- The server archive and dismiss APIs do not change.
- Retry, approve, and reject behavior does not change.
- No documentation change is required because this fix restores the
expected inbox behavior.

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

## Model Used

- OpenAI Codex based on GPT-5. The runtime did not expose a dated model
ID or context-window size. Reasoning, terminal tool use, code execution,
and GitHub integration were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-18 15:06:24 -05:00
DottaandPaperclip 6b8e42168e Add governed secret alias confirmation cards (#11486)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need scoped secret bindings to use external services safely.
> - Agents could not request an existing secret under a new config name
without an internal secret identifier.
> - Existing binding proposals were only visible in Settings and did not
create an issue-thread approval path.
> - A confirmation card could record acceptance without proving that the
binding was created.
> - This pull request extends the existing secret proposal system with
safe source references and governed issue-thread confirmation cards.
> - The benefit is a one-click flow that creates the binding or shows a
clear failure without exposing secret material.

## Linked Issues or Issue Description

Related prerequisite: #11482.

**Subsystem affected**

Cross-cutting: server REST APIs, shared interaction contracts, database
proposal schema, and issue-thread UI.

**Problem or motivation**

An agent can need an existing bound secret under a second config name.
The agent cannot safely discover the internal secret identifier. The
existing proposal is also easy for the operator to miss because it only
appears in Settings. A generic confirmation can record acceptance
without executing the binding.

**Proposed solution**

Let an agent create a binding proposal from one of its existing config
paths. Mint a server-owned, human-only confirmation card on the
checked-out issue. Recheck the operator's target-agent permission under
the proposal row lock. Execute the existing proposal transaction after
card acceptance. Store an `executed` or `failed` result on the card.
Render the complete lifecycle in the issue thread and attention
resolver.

**Alternatives considered**

A new alias subsystem would duplicate proposal quotas, expiry,
authorization, and binding synchronization. A text-only issue comment
would not provide a governed action or an execution result. An
agent-supplied card payload would permit metadata smuggling. This change
uses the existing proposal transaction and a server-owned payload
instead.

**Roadmap alignment**

This change extends the completed "Secrets Manager with per-agent
access" roadmap item. It preserves scoped bindings and audited
resolution. The required GitHub search found no other open duplicate
issue or pull request.

## What Changed

- Added safe source-config-path binding proposals and preserved
user-secret ownership checks.
- Added a proposal-to-interaction link and an idempotent database
migration.
- Minted human-only `request_confirmation` cards with server-owned
`secretProposal` metadata.
- Rejected agent-supplied governed metadata and agent addressees.
- Rechecked `agent_config:update` authority under the proposal lock
before execution.
- Recorded `executed` or `failed` results and posted a failure comment
when no binding was created.
- Settled failed accepted proposals atomically and mirrored rejection,
withdrawal, and expiry in both directions.
- Emitted `secret.binding.created` for new agent binding writes.
- Added a dedicated issue-thread card for pending, executed, failed,
rejected, withdrawn, and expired states.
- Showed only the source label, target agent, config path, skeptical
justification, expiry, and safe failure code.
- Replaced resolved attention-query entries immediately with the
stitched server result.
- Added focused server, database, UI, and state-transition tests.
- Added Storybook fixtures for every review state and documented the API
and agent behavior.

## Verification

- `pnpm exec vitest run
ui/src/components/IssueThreadInteractionCard.test.tsx
ui/src/components/AttentionInteractionResolver.test.ts` — 58 passed.
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm build-storybook`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/db check:migrations`
- `NODE_ENV=test pnpm exec vitest run
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/secret-proposals-routes.test.ts
server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/agents-service-secret-bindings.test.ts` — 142
passed.
- `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run
src/company-secret-proposals-migration.test.ts --silent` — 1 passed.
- `pnpm -r typecheck`
- `pnpm test:run` — server 4,175 passed, UI 4,109 passed; the CLI
AWS-doctor case passes 8/8 with runtime-injected static AWS credential
variables unset.
- `pnpm build`
- `git diff --check origin/master...HEAD`

## Risks

- Migration `0221` adds one nullable foreign key and one index. It uses
idempotent guards.
- The accept route performs a governed write after it records card
acceptance. A failed write is visible and settles the proposal as
rejected.
- Concurrent proposal and card resolution must use
proposal-before-interaction lock order. A race test covers direct
approval against card rejection.
- The new audit event increases activity rows for newly added agent
bindings. It does not include secret values or fingerprints.
- The card includes only safe proposal metadata. It does not include
secret value, fingerprint, version, or internal secret identifiers.
- The UI uses the stitched resolution result. Focused tests cover
immediate cache replacement and every terminal state.

> This work extends an existing completed roadmap capability. The GitHub
duplicate search returned no other open related work.

## Model Used

- OpenAI Codex with model ID `gpt-5`. The runtime did not expose its
context-window size. Reasoning, repository tools, code execution,
database integration tests, UI rendering, and GitHub tools were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-18 09:44:24 -05:00
scotttongandClaude Opus 5 a1278e6ded fix(markdown): make rendered code blocks follow the active theme (#11591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents report their work in task chat, and that chat renders
markdown through `MarkdownBody`
> - Agents post shell commands, API payloads and diffs, so a fenced code
block is one of the most frequent things a person reads in the product
> - The rendered code block was pinned to two literal colors, so it
stayed dark in light mode and was the only dark surface on a light page
> - The `prose` and the `prose-invert` variables held the same two
values, so the theme could not change the block at all
> - This pull request binds the block to the theme tokens that already
exist and already carry a `.dark` override
> - The benefit is that a code block now matches the page in both modes,
and it follows any future change to the theme automatically

## Linked Issues or Issue Description

No public issue exists. The problem is described below.

**What happened?**
A fenced code block in rendered markdown is always dark. It uses the
background `#1e1e2e` and the text color `#cdd6f4` in light mode and in
dark mode. In light mode the block is the only dark surface on the page.
The rule is in `ui/src/index.css`. The variables `--tw-prose-pre-bg` and
`--tw-prose-invert-pre-bg` are set to the same literal value, so
`prose-invert` cannot change it.

**Expected behavior**
A code block uses a light surface with dark text in light mode. It uses
a dark surface with light text in dark mode. It follows the theme like
every other surface in the app.

**Steps to reproduce**
1. Start the app and open a task that contains a fenced code block in
its chat.
2. Set the theme to light.
3. Look at the code block. The block is dark. The page is light.
4. Set the theme to dark. The block does not change.

**Paperclip version or commit**
Reproduced on `master` at `4af55ba6b`.

**Agent adapter(s) involved**
Not adapter-specific (core bug). The defect is in the UI render path.

**Deployment mode**
Local development server.

## What Changed

- Bind `.paperclip-markdown pre` to `--muted`, `--foreground`,
`--border` and `--radius-lg` in `ui/src/index.css`. Remove the `#1e1e2e`
and `#cdd6f4` literals.
- Set the four `--tw-prose-*-pre-*` variables to the same tokens, so
`prose` and `prose-invert` both follow the theme.
- Apply the same four tokens to `.paperclip-mdxeditor-content pre`.
- Change the fill of the copy button and the wrap button to
`--background` in `ui/src/components/MarkdownBody.tsx`. The old fill was
`color-mix(in oklab, var(--muted) 92%, var(--background) 8%)`. That
value is almost equal to the block's new `--muted` surface, so the
buttons would nearly disappear.
- Update the stale comment above the rule. The comment said "Dark theme
code blocks".
- Add `ui/src/components/MarkdownCodeBlockStyles.test.ts`. It fails if a
literal color returns to any themed code surface.
- Export `codeBlockActionStyle` from `MarkdownBody.tsx` so the new test
can read it.

No new design token is added. Every token used here is already defined
in `ui/src/index.css`, and each one already has a `.dark` override.

## Verification

Automated:

```bash
cd ui && npx vitest run --config vitest.config.ts src/components/MarkdownCodeBlockStyles.test.ts src/components/MarkdownBody.test.tsx src/components/MarkdownBody.wrap.test.tsx src/components/MarkdownAccentStyles.test.ts
```

59 tests pass.

`MarkdownCodeBlockStyles.test.ts` is new. It guards the defect directly.
It reads `index.css` and asserts that each themed code surface rides a
token and holds no hex, `rgb()` or `hsl()` literal. I confirmed the test
fails on the original defect: restoring `#1e1e2e` and `#cdd6f4` fails 2
of the 5 tests.

Manual. Open a task that has a fenced code block in its chat. Read the
computed style of `.paperclip-markdown pre` in the browser. The measured
values are:

| Property | Light | Dark |
| --- | --- | --- |
| background | `oklch(0.97 0 0)` | `oklch(0.269 0 0)` |
| color | `oklch(0.145 0 0)` | `oklch(0.985 0 0)` |
| border | `oklch(0.922 0 0)` | `oklch(1 0 0 / 0.1)` |
| radius | `8px` | `8px` |

These values are `--muted`, `--foreground`, `--border` and `--radius-lg`
for each mode. Toggle the theme and confirm the block changes with the
page.

## Risks

Low risk. The change is CSS and one inline style value. There is no
migration and no schema change.

Two behavioral notes for the reviewer:

1. The corner radius changes from `calc(var(--radius) - 3px)` (5px) to
`var(--radius-lg)` (8px). This matches the approved design and removes
an arbitrary offset. It is a small visual change on every code block.
2. The CodeMirror theme inside the MDXEditor still uses the Catppuccin
literals (`ui/src/index.css`, the `.paperclip-mdxeditor .cm-editor`
rules). That surface is an editor, not a rendered snippet, and a change
there needs a full light CodeMirror theme. A code block therefore looks
light when it is rendered and dark while a person edits it. This is
intentional in this pull request. Tell me if you want it in scope.

Syntax highlighting, line numbers and diff rows are not in this pull
request. The repository has no highlighter dependency and no syntax or
diff tokens. Those are separate changes.

## Model Used

Claude Opus 5 (`claude-opus-5`), via Claude Code. Extended thinking was
on. Tool use was on, with file edit, shell, browser automation and the
Paper design tool. The design was produced first in Paper, then read
back through the design tool for exact token values rather than from
screenshots.

## Checklist

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

Notes on the unchecked boxes:

- Branch name. The branch is
`claude/paperclip-code-snippet-styling-202f7d`. It describes the change,
but the `202f7d` suffix comes from the local worktree name. It carries
no ticket id. I did not rename it, because the branch was already named
when this work was requested. Tell me if you want it renamed before
review.
- CI and Greptile. Not yet run at the time of opening.

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-17 21:36:56 -07:00
1c366a9059 fix(server): reject invalid agent credentials instead of downgrading to the local user actor (#11589)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server authenticates each agent request in `actorMiddleware`
before it attributes chat comments
> - When an agent bearer token failed verification, the middleware
called `next()` with no error and the request continued without an agent
actor
> - The request then fell back to the local user actor, so the server
stored agent replies as user comments
> - The task chat UI renders user comments in blue bubbles, so agent
messages appeared as blue user bubbles
> - This pull request rejects invalid agent credentials with 401 instead
of a silent downgrade
> - The benefit is that agent messages keep agent attribution, and
broken credentials fail loudly with a clear retry message

## Linked Issues or Issue Description

**What happened?**

A user cancelled an onboarding question card. The agent posted a
follow-up reply. The reply appeared in a blue bubble, which the UI
reserves for human messages. The agent run held an expired local agent
JWT. The auth middleware could not verify the token, called `next()`
without an actor, and the request fell back to the local user identity.
The server stored the agent comment as a user comment.

**Expected behavior**

Agent messages always render as agent bubbles. A request with invalid
agent credentials must fail with 401 so the adapter can refresh
credentials and retry. It must not post content under a human identity.

**Steps to reproduce**

1. Start a local Paperclip instance.
2. Give an agent run an expired or malformed agent JWT.
3. Let the agent post an issue comment through the API bridge.
4. Before this change: the comment is stored with the local user
identity and renders as a blue bubble. After this change: the request
fails with 401 and a message that tells the caller to obtain fresh
credentials.

## What Changed

- `server/src/middleware/auth.ts`: a bearer token that fails
verification now produces a 401 `unauthorized` error instead of a silent
fall-through to the anonymous/local-user actor.
- The 401 message states the cause: expired token, unverifiable token,
empty bearer token, missing agent record, agent record in another
company, terminated agent, or agent pending approval.
- The API-key path now also rejects an agent record whose company does
not match the key.
- `packages/adapter-utils/src/execution-target.ts`: the bridge proxy now
writes a `comment id: <id>` marker to the run log for each posted issue
comment, so misattributed comments can be traced to a run.
- `ui/src/components/task-chat/task-chat-adapter.test.ts`: a regression
test asserts that a recovered `local-board` comment with a derived agent
author renders as an agent bubble, not a user bubble.
- `server/src/__tests__/agent-auth-middleware.test.ts` and
`packages/adapter-utils/src/execution-target-sandbox.test.ts`: new tests
cover each rejection path and the log marker.

## Verification

- Run `pnpm vitest run src/__tests__/agent-auth-middleware.test.ts` in
`server/` — 14 tests pass.
- Run `pnpm vitest run execution-target-sandbox` at the repo root — 44
tests pass.
- Run `pnpm vitest run
src/components/task-chat/task-chat-adapter.test.ts` in `ui/` — 4 tests
pass.
- Manual check: post an issue comment with an expired agent JWT; the API
returns 401 with a retry message and no comment is stored.

## Risks

- Behavioral shift: requests that previously continued as anonymous or
local-user actors after a failed agent-token verification now receive
401. Any caller that relied on the silent downgrade must refresh its
credentials. This is the intended fix, and the adapters already handle
401 with a credential refresh.
- No schema or migration changes. Low risk otherwise.

> 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), model ID `claude-fable-5`, via Claude Code with
extended thinking and tool use (agent harness with shell, file, and git
tools).

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 21:36:11 -07:00
DottaandPaperclip 8087661bb8 fix: bound workspace Git scans (#11572)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Workspaces let users and agents inspect files that belong to an
issue
> - Changed-file views use full-tree Git status scans
> - Many issue views could start those scans at the same time and make
the server unresponsive
> - Route-level limits did not protect the process or coalesce work for
one repository
> - This pull request adds one bounded scheduler for every expensive
workspace Git scan
> - It also starts browser scans only when the file panel is open and
visible
> - The benefit is bounded child-process use and responsive health
checks during request storms

## Linked Issues or Issue Description

**What happened?**

Many changed-file requests could start full `git status --porcelain=v1
-z --untracked-files=all` scans at the same time. One production
incident produced about 270 direct Git child processes. The Node process
stayed alive but stopped answering health requests in time.

**Expected behavior**

Paperclip must bound expensive Git work across all companies, actors,
issues, repositories, and browser tabs. Duplicate requests for one
worktree must share work. Excess requests must fail fast with a
retryable response. Hidden or closed file panels must not start scans.

**Steps to reproduce**

1. Open changed-file views for many issue and actor keys.
2. Send requests for two large workspace roots at the same time.
3. Observe that route-level limiter keys allow many full Git scans to
run together.
4. Observe delayed health responses and accumulated Git children.

**Paperclip version or commit**

Reproduced on master before commit `43ab441f0f`.

**Deployment mode**

Self-hosted server with local workspace repositories.

## What Changed

- Add a process-wide scheduler with configurable concurrency, queue
capacity, timeout, and cache TTL.
- Add fair admission, a bounded queue, canonical worktree keys,
single-flight joins, and bounded result caching.
- Add subprocess timeouts, TERM-to-KILL escalation, bounded output,
waiter cancellation, and slot cleanup.
- Route full-tree status work from file resources, workspace runtime,
execution workspaces, and adapter overlay sync through the scheduler.
- Return stable retryable `503` and `504` error codes for saturation and
timeout.
- Add structured logs with safe workspace hashes, durations, queue
state, cache use, joins, and terminal outcomes.
- Gate UI queries on panel and document visibility. Cancel queries on
close, hide, unmount, and workspace change.
- Disable focus and reconnect bursts. Keep one explicit refresh action
and a retryable unavailable state.
- Document the 10-second default freshness tradeoff and all
configuration variables.
- Add unit, route, UI, adapter, and deterministic 500-request load
coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/server exec vitest run
src/services/workspace-git-operation-scheduler.test.ts
src/__tests__/file-resources-git-scan-load.test.ts --reporter=dot` — 16
tests passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/WorkspaceFileBrowser.test.tsx
src/lib/page-visibility.test.ts --reporter=dot` — 38 tests passed.
- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/git-workspace-sync.test.ts --reporter=dot` — 16 tests passed.
- Existing file-resource, workspace-runtime, and execution-workspace
regression selections passed.
- Two cleanup safety regressions prove failed scans preserve the
worktree before archive and at the final deletion fence.
- Before: the incident produced about 270 Git children and health
requests timed out.
- After: 500 concurrent requests across 500 issue keys, 73 actors, and
two roots started two underlying scans. Peak scan concurrency was 2. All
500 requests succeeded. Health p99 was 4.94 ms. The harness found zero
unreaped children.
- The full local Vitest run passed 4,267 tests. Ten existing fixed-port
HTTPS exposure tests could not run because this host already owns
Tailnet listeners on ports 42000 and 52000. Clean GitHub CI is the final
full-suite result.
- Latest-head GitHub CI passed all required test, typecheck, build,
canary, e2e, policy, and security gates.
- Greptile completed at 5/5 with zero unresolved comments,
recommendations, or follow-ups.

## Risks

- Changed-file results can be up to 10 seconds old by default. Explicit
refresh remains available.
- A full queue returns a retryable `503` instead of waiting without a
bound.
- A scan that exceeds the default 8-second deadline returns a retryable
`504` and terminates its process group.
- Operators can tune all limits with documented environment variables.
Safe defaults protect local and shared servers.

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

## Model Used

- OpenAI Codex, GPT-5 family. The runtime does not expose the exact
deployment ID or context-window size. High reasoning, tool use, and code
execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 22:11:30 -05:00
Nicky LeachandPaperclip c1c46f1e4e feat: Claude login on the new-agent page before agent creation (#11347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Claude local adapter supports subscription login through a
sandbox
> - The new-agent page must show login before the user creates an agent
> - Test results must not expose raw sandbox diagnostics or secret
values
> - This pull request adds the login UI to both Test lanes and closes
the diagnostic boundary
> - The branch also adds durable cleanup recovery for failed sandbox
teardown
> - Reusable sandboxes must retain both their recorded teardown
configuration and a valid lifecycle path until destruction succeeds
> - The benefit is a usable login flow with fixed public checks,
redacted server logs, and recoverable sandbox cleanup

## Linked Issues or Issue Description

Related public work:
[#9488](https://github.com/paperclipai/paperclip/pull/9488) adds
first-class recognition for `CLAUDE_CODE_OAUTH_TOKEN` in headless and
remote runs. Related public issue:
[#2681](https://github.com/paperclipai/paperclip/issues/2681) requests
Claude Code subscription support. This pull request adds the login
transport and new-agent UI flow that those changes do not provide.

**Subsystem affected:** Claude local adapter, server login probes,
sandbox provider setup, cleanup recovery, and the new-agent UI.

**Problem or motivation:** The Test lanes did not show the sandbox login
panel in all supported cases. Test results also exposed raw probe
diagnostics, and JSON escapes could end secret redaction early.

**Proposed solution:** Surface the login capability through the bundled
provider manifest. Prepare the same probe runtime in the ACP lane. Send
diagnostics only to redacted server logs. Keep Test checks on fixed
public messages. Normalize login URL hints to allowlisted HTTPS Claude
and Anthropic hosts. Consume JSON escapes during redaction. Preserve
failed sandbox cleanup state across retries and restarts, and prevent
deletion from severing the lifecycle context of a live reusable sandbox.

**Alternatives considered:** Keep raw diagnostics in Test checks or
trust login URL text from the sandbox. Both choices increase information
exposure. Keep separate probe behavior in the ACP lane. That choice
would leave the two Test lanes inconsistent.

## What Changed

- Surface the sandbox login panel on both Test lanes.
- Reconcile the bundled Daytona plugin manifest so
`supportsSetupTokenLogin` reaches the UI capability gate.
- Prepare the ACP Test lane with the same probe runtime as the CLI Test
lane.
- Add the `claude_acp_login_probe_unavailable` warning when the ACP
probe cannot run.
- Send raw sandbox diagnostics only to redacted server logs.
- Keep Test checks on fixed public messages in the ACP, managed-config,
and CLI paths.
- Normalize login URL hints to allowlisted HTTPS Claude and Anthropic
hosts.
- Redact JSON and escaped-JSON secret values, including escaped quotes
and backslashes.
- Preserve orphan cleanup records across provider failures, restarts,
and unavailable plugins.
- Atomically block environment deletion while a live reusable sandbox
lease still depends on it.
- Verify pending cleanup destroys plugin sandboxes with the provider
configuration recorded on the lease, even after the current environment
configuration changes.

## Verification

- Head under review: `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`.
- Focused environment route/service/runtime coverage passes: 196 tests
across 3 files.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- The full Vitest run completed with 4,754 passing and 28 failing tests.
All 23 source-test failures reproduce unchanged on parent head
`58cfe61a33191ce03d965d65085d26064b4888ba`; the other 5 are duplicate
executions from stale `server/dist` output. The failures are unrelated
macOS path/listener and scheduler-fixture failures, so there is no new
bad commit for bisect to localize.
- All required CI checks pass for the current head, including build,
typecheck/release registry, all server and workspace shards, serialized
server suites, canary, and e2e.
- A fresh Greptile review for `506b7fa2d83c36bfa5fd722ee9d95b0c7431c241`
reports 5/5, “safe to merge,” with no blocking failure remaining.

## Risks

- A probe or redaction change could hide useful server diagnostics.
- An allowlist change could reject a valid Claude login URL.
- Cleanup recovery changes could affect provider teardown ordering.
- An environment with a live reusable sandbox can no longer be deleted
until the owning issue or execution workspace completes teardown.
- The implementation keeps public Test messages fixed and sends detail
to redacted server logs.

## Model Used

OpenAI GPT-5 via Codex — exact model ID: GPT-5; tool use and code
execution enabled; extended reasoning enabled. The implementation author
used AI-assisted development.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 13:42:51 -07:00
Michael Nguyen d2fb05d225 Fix issue document deep-link routing (#11551) 2026-08-17 10:53:46 -07:00
Dotta 4c349fe6b7 feat(runtime): managed Tailscale HTTPS lifecycle, durable runtime leases, and bounded control recovery (#11525)
<!-- Simplified Technical English (ASD-STE100). -->

> **Stacked pull request.** This targets #11524. Merge #11524 first.
Review only the second commit, `feat(runtime): managed Tailscale HTTPS
lifecycle...`.

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip starts and supervises managed runtime services, so an
agent's branch can be previewed while the agent works
> - The previous pull request added the host broker, the shared
contract, and the database columns, but no code used them
> - A managed runtime can only be exposed over HTTPS if it holds a
stable loopback port pair for the whole life of the service. The current
control path cannot promise this: two controls can race the same
execution workspace, a stranded control can stay `running` forever, and
a start can adopt a port it does not own
> - This pull request adds the HTTPS lifecycle and the control-path
hardening that the lifecycle depends on
> - The benefit is that a managed preview becomes reachable from another
device, and a managed control now always reaches a terminal state

## Linked Issues or Issue Description

No public GitHub issue exists. The change follows the feature request
template.

**Subsystem affected**

Managed workspace runtime services, workspace operations, the execution
workspace routes, and the workspace runtime UI.

**Problem or motivation**

A managed runtime service is reachable only on loopback, so a preview
cannot be opened from a phone or a second computer. Exposing it safely
needs an exclusively held port pair. Three existing gaps block that.
Overlapping controls can race the same workspace. A control whose owner
dies stays `running` and blocks the lane forever. Port allocation does
not confirm that the process holding a port is the process Paperclip
spawned.

**Proposed solution**

Add the exposure lifecycle on top of the broker from #11524: reserve
before spawn, expose after readiness, validate the public URL, and
remove on stop. In the same change, make managed controls mutually
exclusive per workspace, give each control a durable issue-owned lease
and a terminal state, and verify port ownership before use.

**Alternatives considered**

- Add HTTPS exposure without the control hardening. This was rejected
because a raced or stranded control makes exposure point at the wrong
process.
- Guard the lane with an in-memory lock only. This was rejected because
the lock does not survive a server restart, so the lane can be lost or
double-claimed.
- Trust the requested bind address. This was rejected because a checkout
that predates managed HTTPS overwrites `PAPERCLIP_BIND` from its own
`--bind` argument, and then binds the wildcard address.

**Roadmap alignment**

This completes the managed workspace runtime capability that already
exists. It adds no new product surface beyond the HTTPS link.

**Additional context**

This is the second of three pull requests. The third adds central
mediation of leased port pairs.

## What Changed

Exposure lifecycle:

- Add the server-side broker client and the exposure lifecycle manager.
The manager reserves the mapping before spawn, exposes after backend
readiness, validates the public URL, and removes the mapping on stop.
- Default managed worktree runtimes to `tailscale_https`, read exposure
intent from legacy `expose` blocks, and backfill runtimes that are still
HTTP-only.
- Verify listener ownership for the app port and its Vite HMR companion
before the broker is asked to expose anything. An unrelated listener on
either port fails the start closed.
- Force the loopback bind through argv instead of environment hints.
Leave a non-Paperclip service's `--bind` argument alone.
- Probe loopback for readiness instead of the public URL, and give Vite
HMR its own loopback-bound server in middleware mode.
- Preserve operator-declared Serve mappings across the managed
lifecycle, so cleanup never removes a mapping that Paperclip did not
create.
- Name which listener predicate denied an expose, so an operator can act
on the message.

Control-path hardening:

- Make `start`, `stop`, `restart`, and job `run` mutually exclusive per
execution workspace. An overlap gets `409
workspace_runtime_control_in_progress`, and authorization is still
checked first.
- Take a durable exclusivity lease on the execution workspace, owned by
the controlling issue. A different issue gets `409
workspace_runtime_lease_conflict` before any operation is recorded.
Board and operator actions bypass the lease.
- Give every control a terminal state. Each control stamps its owning
process and pid, heartbeats while it runs, and has a wall-clock ceiling.
Recovery of a stranded control uses a compare-and-swap on `updated_at`,
so a live owner is never stolen.
- Bound readiness probes, verify allocated port ownership on POSIX and
Windows, harden sibling port allocation, and reconcile desired runtimes
on server startup.
- Surface exposure state and bounded runtime errors in the workspace
runtime UI.
- Record the new behavior in `doc/DEVELOPING.md`.

## Verification

Focused checks, all run on this branch:

- `npx tsc --noEmit -p server/tsconfig.json` — 139 errors, exactly the
count on `master`. All 139 come from the unbuilt
`@paperclipai/plugin-sdk` package.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- Server suites, 177 tests pass across 9 files:
`workspace-runtime.test.ts`, `workspace-runtime-leases.test.ts`,
`workspace-runtime-control-recovery.test.ts`,
`execution-workspace-runtime-control-conflict.test.ts`,
`execution-workspace-runtime-lease-route.test.ts`,
`workspace-operations-reconciliation.test.ts`,
`workspace-runtime-start-terminality.test.ts`, `app-hmr-port.test.ts`,
and `workspace-runtime-ready-comment.test.ts`.
- Exposure unit suites, 77 tests pass: `src/services/runtime-exposure/`
and `workspace-runtime-exposure-backfill.test.ts`.
- UI: `WorkspaceRuntimeControls.test.tsx` and
`WorkspaceServiceControlBar.test.tsx` — 34 tests pass.

**One suite is red on the development host and is expected to be green
in CI.** `server/src/services/workspace-runtime-exposure.test.ts` has 10
failures on the machine used to write this branch. The cause is host
contamination, not the code. That machine already runs an HTTPS canary
that holds ports 42000, 42001, 52000, and 52001 on a tailnet address.
The suite allocates from the same range, so the new listener-ownership
check correctly reports:

```
listener_ownership_mismatch — port 42000 is bound to 100.123.243.20, 127.0.0.1,
fd7a:115c:a1e0:0:0:0:dd3a:f314 ... instead of loopback only
```

A CI runner has no listener on those ports, so the check sees loopback
only and the suite passes. Please confirm this from the CI result on
this pull request rather than from a local run on a host that already
exposes a managed runtime. This is a real weakness of the current test
fixture, and the third pull request in the series removes it by
allocating the pair through a central mediator instead of a stubbed
availability check.

`workspace-runtime-https-live-exercise.test.ts` needs a live `tailscale`
host and was not run locally.

## Risks

- This is the behavior-bearing pull request of the three, so it carries
the most risk.
- Two new `409` responses appear on managed control routes. A caller
that assumed a control always starts must handle a conflict. Board and
operator actions are deliberately exempt, so an agent lease cannot lock
an operator out.
- Managed worktree runtimes now default to `tailscale_https`. If the
host has no working broker, the start fails closed and reports the
exposure failure instead of silently serving plain HTTP. This is
intended, and it is the reason the failure message names the denying
predicate.
- Startup reconciliation touches persisted runtime rows. It is scoped to
desired state and does not resurrect a service that never came up.
- The lease has a 30-minute time to live and explicit release paths, so
a crashed owner cannot hold a lane forever.
- No migration runs in this pull request. The tables and columns land in
#11524.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context window, extended thinking,
with tool use and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass, with the one
host-contaminated suite explained 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
- [ ] 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
2026-08-17 06:23:33 -04:00
TonioandClaude Opus 5 55464204a6 test(ui): wait for conditions in the last four fixed-turn loops (#11523)
The remaining instances of the pattern #11499 and #11521 replaced in the routing
tests, found by grepping `attempt < N` across the suite. Budgets of 20, 25 and
30 turns rather than 3 and 5, which is why they surfaced far less often -
SkillStudio was among the failures seen while verifying the earlier PRs.

Three of the four were reimplementations of `vi.waitFor` down to rethrowing the
last error, differing only in bounding on turns rather than on time. The fourth
was the text variant. Two `flushReact` helpers became dead with the loops that
used them and are removed.

Verified on the mechanism, since budgets this large pass until the machine is
loaded and so prove nothing by passing: a throwaway probe drove a 30-turn loop
and `vi.waitFor` against a value landing at turn 60. The loop throws,
`vi.waitFor` reaches it. Not a lateral move between arbitrary bounds.

This closes one spelling of the pattern, not the class, and the sweep that found
these was too narrow. Two other shapes do the same thing and a grep for
`attempt < N` cannot see either: a fixed-cycle helper, `flushReact(cycles = 4)`
in AgentToolsTab.test.tsx, and fixed-duration sleeps in AgentToolsTab,
CompanyContext, AgentConfigForm.render, Artifacts, Search and
ImportFromVaultDialog. `AgentToolsTab > autosaves installed apps for the current
agent` failed one of three full-suite runs here, holds both shapes, and is
untouched by this change. Refs #11484.

ui typecheck clean; the four files pass; full suite passes two of three runs,
the third failing only on that pre-existing instance.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-17 00:58:16 -07:00
TonioandClaude Opus 5 e07d605dfc test(ui): wait for conditions, not durations, in three flaky tests (#11499)
Three tests yielded a fixed number of macrotasks before asserting - five in one
case, one in another - which is ample on an idle machine and not when the suite
runs many workers in parallel. The container was still empty, or the state had
not landed, and the assertion failed on behaviour that works. `vi.waitFor`
retries against a time budget instead, so a loaded worker gets more turns
rather than a failure.

`DocumentAnnotationPopover` is a different race and is fixed differently. The
popover element is in the DOM as soon as React commits, while the effect that
registers the document-level keydown and pointerdown listeners runs afterwards.
A test dispatching in that gap loses the event outright, and a lost event
cannot be recovered by retrying an assertion - so the render is wrapped in
`act` to flush passive effects, and the waits only cover the smaller race that
remains.

Refs #11484.

Verified stable over six consecutive runs of the three files, and the full ui
suite passes. Other instances of the same class remain: the full suite still
shows an occasional failure in a different unrelated test on each run.
`App.cases-routing.test.tsx:104-108` is the clearest one - the identical
fixed-turn loop this PR replaced in its sibling `App.activity-routing.test.tsx`,
three turns instead of five - and takes the same one-line fix.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-17 00:29:42 -07:00
TonioandClaude Opus 5 6d0adbfb5d refactor(ui): retire the shared-cache reasoning the account key made obsolete (#11507)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Three places in the UI turn the company list into an authorization
verdict: the invite landing page, the onboarding draft gate, and company
auto-selection
> - Each grew a defense when one `["companies"]` cache entry answered
for every account, and each documented that hazard at length
> - #11488 keyed the entry by account, so the hazard those comments
describe can no longer happen
> - The comments stayed, and a comment that describes a trap that no
longer exists is how the next reader removes a mechanism that is still
holding something up
> - This pull request replaces that reasoning with what the mechanisms
actually do now, and removes the one condition that genuinely went dead
> - The benefit is that the next person to simplify these gates has
accurate reasons to work from

## Linked Issues or Issue Description

No public issue exists. Follow-up to #11488, #11430 and #11417. The
problem follows.

**What happened?**

The three gates were written against a shared, account-less company
cache. #11488 keyed that entry by account, which made the documented
hazard impossible — but the documentation stayed. Each gate now carries
a long explanation of a cross-account leak that the key prevents, while
the mechanism it explains is in fact still required for a different and
unrelated reason.

That is a maintenance hazard in a specific direction: a reader who
checks the comment against the code concludes the mechanism is obsolete,
removes it, and reintroduces a failure the comment never mentioned.

**Expected behavior**

The reasoning next to each gate describes why the gate is there now.

**Steps to reproduce**

Read the comment above `ownershipDecidable` in `OnboardingWizard.tsx`
against `master`. It justifies `isSuccess` on the grounds that "after an
account switch the retained value is the previous account's list", which
the account-keyed entry makes impossible.

**Paperclip version or commit**

`master` at `0817fbad9`.

## What Changed

- `ui/src/pages/InviteLanding.tsx` — dropped the
`Boolean(sessionQuery.data)` conjunct from `membershipListIsCurrent`;
rewrote the comment.
- `ui/src/components/OnboardingWizard.tsx` — replaced the shared-cache
explanation above the ownership gate with the reason the gate still
exists.
- `ui/src/hooks/useSignOut.ts` — corrected the sweep's rationale, which
cited the company list as its example of data the next account could
read.

### The one dead condition

`membershipListIsCurrent` tested `Boolean(sessionQuery.data) &&
companiesQuery.isFetchedAfterMount`. The first term cannot be false when
the second is true: the query is `enabled` only while a session exists,
so the flag cannot be set without one. The lapsed-session case it looked
like it covered is covered by the keying instead — the observer re-keys
to the anonymous entry and holds no data to leak.

Tests pass with it removed, but that only shows no test distinguishes
it, which is why the reasoning above is recorded in the code rather than
left for the next reader to redo.

### What is deliberately kept

Each gate turned out to be load-bearing for a reason that has nothing to
do with accounts:

- **InviteLanding** still waits for a list fetched this mount. A pending
query reads as an empty list, which reads as "not a member", which
auto-accepts an invite the customer may already hold.
- **OnboardingWizard** still forces a fetch with `staleTime: 0`. A
cached list is the right account's but can be thirty seconds old, so a
company created moments ago in another tab is missing from it — and
missing reads as "you do not own this", which *deletes* the draft rather
than withholding it.
- **CompanyProvider** still clears the live selection on an account
change. That is component state and does not change key with the query.

Removing them as redundant is the mistake the stale comments invited;
this change is what makes that argument harder to make by accident.

## Verification

- `pnpm tsc -b` in `ui`: clean.
- `InviteLanding.test.tsx`, `OnboardingWizard.test.tsx`,
`CompanyContext.test.tsx`, `useSignOut.test.tsx`,
`companies-query.test.ts`: **67 passed**, run twice.

No behaviour change is claimed and none is intended: the only
non-comment edit is the removal of a condition that cannot alter the
expression's value.

**Not done:** no browser run. Nothing here is observable at runtime.

## Risks

Low. Comments, plus one condition shown to be unreachable-false.

The risk that remains is a documentation risk in the other direction: if
the keying is ever reverted or bypassed, these comments will understate
what the gates protect against. They name #11488 so that connection is
findable.

**This does not close the class.** Account-scoped entries other than the
list — `["companies", id]`, stats, and the rest — still survive an
account change that skips the sign-out button. That is unclaimed work,
and larger than this.

## Model Used

Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking
enabled. Tool use enabled: file read and edit, shell for typecheck and
test runs.

## Checklist

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

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

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-16 22:34:55 -07:00
TonioandClaude Opus 5 40e7add71c test(ui): make the suite independent of the machine timezone (#11478)
Several suites asserted local-time renders from UTC instants, or built date
fixtures from the real clock, so they only held where local time happened to
match. CI runs in UTC and never reported it; a contributor anywhere else saw
failures on a clean checkout.

Seven files, anchored to the clock under test rather than to the machine's.
The set grew twice while being fixed: the two tests the issue named surfaced
three more at UTC+9, and those surfaced two more at UTC+14.

`StatusCards/format` is the interesting one. `rollupUpdatesToday` filters on the
UTC calendar day to match the server token cap, while the fixtures were built
on the local day. West of UTC that lands `iso(0)` in the previous UTC day for
the stretch between UTC midnight and local midnight - about seven hours a day
at UTC-7 - and east of UTC+12 "today at local noon" is already yesterday in UTC
outright. Either way the rows it means to count drop out. A run crossing
midnight UTC splits the same way.

Fixes #11476.

Deliberately left: IssueProperties.test.tsx:1515-1517 still pin the minute of
three timestamps against a UTC fixture. They pass at every offset tried,
including UTC+5:45, and the minute there is load-bearing - it distinguishes
Created from Started from Completed - so it wants more care than mechanical
anchoring.

Full ui suite 4113 pass. The TZ pin added by #11480 is still in place here and
is now redundant; #11508 removes it, stacked on this branch so it cannot land
without the anchoring it depends on.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-16 22:22:45 -07:00
TonioandClaude Opus 5 327f59cac2 refactor(ui): key the company list by account (#11488)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Which companies a person belongs to is an authorization fact the
server owns, and the UI caches the answer for speed
> - It cached that answer under one `["companies"]` key with no account
attached, while `main.tsx` sets `staleTime: 30_000` for every query
> - So for thirty seconds after an account change, one person's list
answered questions asked about another, arriving with no loading state
and no error
> - Three separate consumers each grew their own defense against this,
and each was a place to forget one
> - This pull request keys the entry by account, so a list belonging to
someone else is not distrusted but unreachable
> - The benefit is that the protection stops depending on every future
consumer remembering to defend itself

## Linked Issues or Issue Description

No public issue exists. Refs #11380, #11382, #11417, #11430. The problem
follows.

**What happened?**

The company list lived in a single cache entry, `["companies"]`,
carrying no record of which account it was fetched for. Combined with
the app-wide 30s `staleTime`, any read within that window after an
account change returned the previous account's list — from cache, with
no request, no loading state and no error.

Every consumer that treats the list as an authorization fact had to know
this and defend itself:

- `InviteLanding` reads it to decide whether you already belong to the
inviting company (#11417).
- `OnboardingWizard` reads it to decide whether a saved draft belongs to
you (#11382, merged).
- `CompanyProvider` reads it to pick and persist your active company
(#11430).

All three defenses are correct. The problem is structural: the fourth
consumer has to invent a fourth one.

**Expected behavior**

A cached company list can only answer questions about the account it was
fetched for.

**Steps to reproduce**

1. On a self-hosted instance in `authenticated` mode, sign in as account
A, which belongs to company X.
2. Within thirty seconds, have account B become the session in that tab
— a second tab signing in, or A's session lapsing server-side.
3. Any consumer reading the company list receives A's list, and nothing
in the query result indicates it is not B's.

**Paperclip version or commit**

`master` at `ac91b7f3b`, which includes #11430.

## What Changed

- `ui/src/lib/queryKeys.ts` — `companies.list(userId)` replaces
`companies.all` as the list's entry. `companies.all` remains the prefix,
so it still matches for invalidation.
- `ui/src/api/companies-query.ts` — `companyListQueryOptions(userId)`
builds the keyed options; `useCompanyListQuery()` is the only observer
entry point and holds until the session settles, because the key cannot
be built before then; `fetchCompanyListForCurrentAccount(queryClient)`
covers imperative paths; `useAccountIdentity()` exposes the session
identity the key is built from.
- `ui/src/api/companies-query.ts` — the `/companies` detach moved into
the query function.
- `ui/src/context/CompanyContext.tsx` — drops the session-watching
refetch machinery the key now makes unnecessary (`removeQueries`, the
explicit replacement fetch, the awaiting gate). It still clears the live
selection on an account change, because that is component state and does
not change key with the query.
- `ui/src/pages/InviteLanding.tsx`,
`ui/src/components/OnboardingWizard.tsx` — read through the
account-aware API.
- Tests — the account-keyed guarantee, prefix invalidation still
reaching the list, the detach inside the query function, and updates
where suites seeded the old shared key.

### The existing defenses are deliberately left in place

The per-consumer gates in #11382, #11417 and #11430 are now belt and
braces. They are also what will catch this refactor if it is wrong
somewhere, so removing them in the same change that moves the foundation
would be the wrong order. Simplifying them is a follow-up, once this has
proven itself.

### Why `retry: 1` appears in CompanyProvider

An earlier measurement on #11430 found a retry on the replacement fetch
changed no outcome, because `removeQueries` made the observer rebind and
issue a second request for free. Keying by account removes that
mechanism and the free attempt with it. The retry now carries the
property the incidental refetch used to — a single blip during an
account change should not leave the customer with no companies until
they find "Try again". #11430's test for that property is unchanged and
still passes, which is how the gap was caught.

### A regression this went through, kept for the record

Gating the query on the session settling meant that while the account
was unknown the query was *disabled*, and a disabled query reports
`isLoading: false` with no data — which the provider defaults to an
empty list and reads as "asked, and owns nothing". That is the
destructive branch #11477 had just fixed, reached through a different
door: it would have cleared the customer's stored company on every cold
boot. #11477's test caught it during the rebase. `useCompanyListQuery`
now reports the wait for the account as part of the wait for the list.

### What this does not do

It does not scope the rest of the per-account cache. `["companies",
id]`, stats, and every other account-scoped entry still survive an
account change; that is the cache-lifetime work in #11380.

## Verification

- `pnpm vitest run` in `ui`: **4018 passed, 1 failed**.
- `pnpm tsc -b` in `ui`: clean.
- `companies-query.test.ts`: 6 passed. `CompanyContext.test.tsx`: 17
passed. `OnboardingWizard.test.tsx`: 13 passed.
`InviteLanding.test.tsx`: 13 passed.

The failure is the pre-existing timezone-dependent
`IssueProperties.test.tsx`, fixed by #11478.

Two behaviours are asserted rather than assumed, because the refactor is
only safe if they hold: that invalidating the `companies` prefix still
marks the account-keyed list stale (19 call sites depend on it), and
that the query function detaches the in-flight `/companies` request
before fetching.

**Not done:** no manual two-account run in a browser. The path needs two
accounts on an `authenticated` instance, which a local dev instance
cannot exercise.

## Risks

Moderate, and worth reading before approving.

**It touches `InviteLanding.tsx`, which #11417 also modifies**, so one
of the two will need a rebase — the conflict is mechanical (both change
how the same query is read).

This was #11481, which GitHub closed automatically when its base branch
(#11430's) was deleted on merge; reopening a pull request whose base
branch is gone is not permitted, so it continues here against `master`
with the same head and the same review already recorded on #11481.

**The list now waits for the session query.** The key cannot be built
before the account is known. In the app the session is already fetched
at boot by many components, so this is a dependency rather than an extra
request, but it does serialize: on a cold boot the list waits for the
session to land. Every test that renders a company-list consumer now
needs a session in the cache, which is why several suites gained a seed.

**A missing mock surfaces as a passing gate rather than an error.** The
detach inside the query function meant suites whose `companiesApi` mock
lacked `detachInflightList` had their query function throw, which read
as "decided" in the onboarding gate and mounted the wizard early. Fixed
in the affected suites; worth knowing as a failure mode.

## Model Used

Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking
enabled. Tool use enabled: file read and edit, shell for typecheck and
test runs.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-16 21:23:56 -07:00
DottaandPaperclip fd472d02ba Show ordered live blocker work in task chat (#11487)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task view shows operators why work cannot continue
> - The redesigned task thread now shows direct and ultimate blockers
> - But it does not show the ordered task queue while a blocker chain
has live work
> - This pull request adds a compact ordered live-work queue to the
redesigned thread
> - The benefit is that operators can see completed, running, and queued
dependencies without opening the larger legacy notice

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The redesigned task thread blocker summary is improved. The merged
predecessor is #11456.

**Current behavior**

The redesigned task thread shows compact direct and ultimate blocker
links. It does not show the ordered queue when the blocker tree has live
work. The legacy task view shows this queue in a larger notice.

**Proposed behavior**

Show a compact blue live-work queue at both ends of the redesigned task
thread. Order completed tasks first, then running tasks, then queued
tasks. Show a live terminal leaf as `Now running`. Return to the amber
blocker links when no live dependency remains.

**Reason and benefit**

Operators can see the active dependency order without leaving the
redesigned task view. The compact presentation preserves the new
thread's low-chrome layout.

**Breaking changes**

None. The change only adds UI for blocker data that the task view
already receives.

## What Changed

- Shared the live blocker ordering helper between the legacy notice and
the redesigned task thread.
- Added compact ordered dependency links at the top and bottom of the
redesigned thread.
- Added a separate `Now running` link for a live terminal blocker leaf.
- Preserved the compact amber blocker rows when live work is not
present.
- Added component tests and a Storybook state for the new presentation.

## Verification

- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx
ui/src/components/IssueBlockedNotice.test.tsx`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`
- `pnpm --filter @paperclipai/ui build-storybook`
- Captured and reviewed the new Storybook state in a headless browser.

## Risks

- Low risk. The queue appears only for blocked tasks whose blocker
attention state is `covered` and whose dependency set contains live
work.
- The API does not provide an explicit queue position. The UI preserves
the existing legacy ordering rule: completed, running, queued, then
numeric task identifier.

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

## Model Used

- OpenAI Codex, GPT-5. The runtime does not expose the exact snapshot or
context-window size. Reasoning, code execution, repository tools, and
browser automation were enabled.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 15:10:05 -04:00
TonioandClaude Opus 5 ac91b7f3b2 fix(ui): scope the company selection to the signed-in account (#11430)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Every company-scoped screen reads the active company from
`CompanyProvider`, which picks one from the `["companies"]` list and
remembers it in localStorage
> - That cache entry is shared app-wide and carries no account identity,
so it survives a change of account in the tab
> - The provider therefore auto-selects from whatever list is cached,
which can belong to the account that just went away
> - This pull request makes the provider watch the account and refuse to
derive a selection from a list fetched for a different one
> - The benefit is that the app stops pointing at a company the
signed-in account may not be able to see

## Linked Issues or Issue Description

No public issue exists. Refs #11380, #11382, #11417. The problem
follows.

**What happened?**

`CompanyProvider` auto-selects a company from the shared `["companies"]`
cache entry and writes that id to `localStorage`. Nothing ties that
entry to an account. When the account changes in the tab, the previous
account's list is still served, so the provider can select — and persist
— a company belonging to the account that just went away. Company-scoped
screens then render against a company the current account may not be
able to see.

Signing in through `Auth.tsx` invalidates the entry, so the in-app
sign-in path is covered. Two paths are not: a session that lapses
server-side, and a second account signing in on another tab. The
sign-out sweep in #11380 does not cover them either, because neither
presses the sign-out button.

**Expected behavior**

The company selection is derived only from a company list fetched for
the account that is signed in now.

**Steps to reproduce**

1. On a self-hosted instance in `authenticated` mode, sign in as account
A, which belongs to company X.
2. In a second tab, sign in as account B, which does not belong to
company X.
3. Return to the first tab. The session query refetches and reports
account B, while the company list is still account A's.
4. The provider keeps company X selected and leaves its id in
`localStorage`.

**Paperclip version or commit**

`master` at `6542ad1f4`.

## What Changed

- `ui/src/context/CompanyContext.tsx` — the provider observes
`queryKeys.auth.session`. On a change of session user it clears the live
selection, removes the shared company list, and holds auto-select until
a list fetched for the new account lands. The stored id is left alone on
purpose: `resolveBootstrapCompanySelection` re-validates it, so an
account signing back in keeps its company while an unrelated account
cannot inherit it.
- `ui/src/context/CompanyContext.tsx` — an errored list is treated as
undecided rather than as "no companies". With `retry: false` a single
network blip sticks, and the empty-list branch read it as proof the
account owns nothing and cleared the stored selection.
- `ui/src/api/client.ts` — new `detachInflightGet(path)`. GET coalescing
keys on the request path alone, so a `/companies` request issued under
the previous session could be joined by the replacement fetch and answer
it with the previous account's companies. Detaching leaves that request
to settle for its own callers and makes the next call issue a fresh one.
- `ui/src/api/companies.ts` — `companiesApi.detachInflightList()` wraps
that for the list path.
- `ui/src/context/CompanyContext.tsx` — `companyListUnavailable`
separates "no usable list because a request failed" from "this account
owns nothing", and `retryCompanies` gives a recovery action that
fetches. Both are derived from the query rather than tracked beside it;
a second copy of "did the last attempt succeed" drifted out of step
during review, reporting a failure over a later empty list that was
simply the truth.
- `ui/src/components/SidebarCompanyMenu.tsx` — renders "Couldn't load
companies" and a Try again item in place of "No companies", which is a
claim about the account that a failed request cannot support. This is
the menu `Sidebar` mounts, so it is the only place a customer can act on
the failure.
- `ui/src/components/CompanySwitcher.tsx` — the same treatment. The
application does not render this component (its only mount is a
Storybook story), so it is kept in step rather than relied on.
- `ui/src/context/CompanyContext.test.tsx`,
`ui/src/components/SidebarCompanyMenu.test.tsx`,
`ui/src/api/client.test.ts` — coverage for the account switch, a
same-account re-observation not churning, the detached GET, the failed
replacement and its recovery, a single blip self-healing, unavailability
not outliving the failure, and the sidebar rendering the recovery action
for a failure but plain "No companies" for an account that owns nothing.

### No `retry` override on the replacement fetch

The obvious fix for a failed replacement is a retry, and it is not
load-bearing here. A transient failure already gets a second attempt:
the observer rebinds to a fresh query on the render those state updates
schedule, and issues its own request — measured as two attempts with or
without the option. Retries would only add failed round trips before a
real outage is reported, and the outage is what needs a way out, which
is what `companyListUnavailable` and `retryCompanies` provide.

### Why `removeQueries` here, and why that does not generalise

Removal notifies no observer. What rebinds them at this call site is the
render the surrounding state updates schedule; every observer re-binds
to a fresh query on the next render. A caller without that guarantee
would leave mounted observers serving the previous account's value, so
this is not a pattern to lift elsewhere — the sign-out sweep in #11380
must use `resetQueries` instead, and its measurements are at
[#11380](https://github.com/paperclipai/paperclip/pull/11380#issuecomment-5300984911).

The inverse caveat holds for a local reset under an observer that stays
mounted, which is why #11417 and #11382 avoid `resetQueries`.

## Verification

- `pnpm vitest run` in `ui`: **4014 passed, 1 failed**.
- `pnpm tsc -b` in `ui`: clean.
- `CompanyContext.test.tsx`: 16 passed. `SidebarCompanyMenu.test.tsx`:
15 passed. `client.test.ts`: 9 passed.

The failure is pre-existing and unrelated: `IssueProperties.test.tsx`
expects `4:08 PM` and gets `9:08 AM`, a timezone-dependent assertion. It
reproduces on a tree without this change, and #11478 fixes it.

Each new test was confirmed to fail against the implementation it
covers, by reverting that change and re-running rather than by assuming.
The account-switch test fails without the fix (the selection stays on
the previous account's company and no refetch is issued); the
flag-clearing test fails without its clause (an empty list keeps reading
as "couldn't load").

**Not done:** no manual two-account run in a browser. The path needs two
accounts on an `authenticated` instance, which a local dev instance
cannot exercise.

## Risks

Low. The failure direction is a company selection withheld for one extra
round trip, which resolves when the list arrives. The direction it
removes is one account's company selected and persisted for another.

It adds one company-list request per account change, on a query key the
app already uses. It adds no request at boot: the session query it
observes is already fetched app-wide.

**This does not close the class.** Company-scoped entries other than the
list — `["companies", id]`, stats, and the rest of the per-account cache
— still survive an account change. That is the cache-lifetime work in
#11380, not this provider's.

## Model Used

Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking
enabled. Tool use enabled: file read and edit, shell for typecheck and
test runs, and a scratch vitest harness to measure `removeQueries` and
`resetQueries` notification behaviour against the installed
`@tanstack/query-core` 5.101.4.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-16 11:51:03 -07:00
DottaandPaperclip 10d0555189 fix(interactions): authorize resolvers consistently (#11376)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Issue interactions give agents and people a structured decision
record.
> - Resolver routes used different authorization rules.
> - Some routes blocked valid agents, including task watchdogs with
normal issue access.
> - The API did not show who could resolve a pending interaction.
> - This pull request gives every interaction kind one resolver policy
evaluator.
> - The benefit is a clear decision path with consistent governance and
company isolation.

## Linked Issues or Issue Description

Fixes: #8087

Refs: #7403

Related PR: #11082 proposes board-only confirmation rules. This change
keeps human-only review as an explicit policy.

**What happened?**

Agents could create issue interactions. Some resolver routes still
required board access.

This left valid agent confirmations pending. Task watchdogs could see
the same problem without board identity.

**Expected behavior**

Every interaction kind must use one resolver policy contract.

The contract must support `anyone`, `not_creator`, and `human_only`. It
must also apply all normal governance controls.

**Steps to reproduce**

1. Create a `request_confirmation` interaction as an agent.
2. Resolve it with another authorized agent.
3. Observe the board-only denial.

**Paperclip version or commit**

The problem exists on `master` before this change.

**Deployment mode**

Local development with `pnpm dev`.

## What Changed

- Add canonical policies for `anyone`, `not_creator`, and `human_only`.
- Use one server evaluator for every interaction kind.
- Apply named addressees, company limits, review rules, and task
watchdog scope.
- Charge cross-issue resolutions to the existing per-run action limit.
- Return the effective resolver audience in attention and interaction
data.
- Show the audience, governance choices, and denial reasons in the board
UI.
- Add telemetry, API documents, product documents, and regression
fixtures.
- Add migration provenance for safe legacy behavior.
- Make migration `0218` safe for complete replays and partial prior
runs.

## Product Rules

- An interaction records a response. It does not grant authority for the
next action.
- `anyone` lets any authorized issue participant respond.
- `not_creator` requires a responder other than the interaction creator.
- `human_only` requires an authorized person.
- A named addressee, company policy, or governed action can narrow the
audience.
- These controls cannot widen the audience.
- A task watchdog uses the same rules as an ordinary agent.
- A task watchdog does not receive board authority.
- An agent resolution on another issue uses the shared cross-issue
action limit.
- Legacy pending interactions keep their earlier restrictions.
- The UI shows the effective audience and a permanent denial reason.

## Verification

- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm --filter @paperclipai/db typecheck`
- `pnpm exec vitest run
packages/db/src/issue-thread-interaction-resolver-policy-migration.test.ts`
- The focused PostgreSQL test applies migration `0218` twice.
- The test also completes a partial prior run and preserves existing
provenance.
- The latest GitHub head has 29 successful checks.
- The opt-in Storybook visual check skipped as expected.
- Greptile reports 5/5 with no open comments.

## Risks

- New interaction writes use `anyone` by default.
- Callers must select `not_creator` or `human_only` when they need
stricter review.
- Legacy pending interactions keep the old creator and human
restrictions.
- Migration `0218` fills only missing provenance fields during recovery.
- Cross-issue resolutions can reach the existing action limit.
- The shared evaluator affects every interaction kind.
- Route, service, database, shared contract, and UI tests cover these
rules.

> This work matches the Agent Reviews and Approvals direction in
`ROADMAP.md`. It does not duplicate a planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime does not expose the exact deployment ID
or context window.

The agent used reasoning, repository tools, shell commands, and test
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked public issues or described the issue with the
required labels
- [x] I have not referenced internal Paperclip issues or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented the risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open comments
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:46:50 -05:00
d6acb48551 feat(ui): show a calm in-flight notice when a live run is on the issue (#11423)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When an agent run ends without a recorded disposition, Paperclip
raises a "missing disposition" handoff so the work does not stall
silently
> - The issue page shows that handoff as an amber alarm: "This task
still needs a next step."
> - The server tells the UI whether the issue has a live continuation,
and an earlier change used that flag to hide the alarm while a
correction run is active
> - Hiding it removed the false alarm but replaced it with nothing, so a
reader cannot tell "nothing is wrong" from "nothing is tracked"
> - This pull request puts a quiet informational line where the alarm
was, and links the live run
> - The benefit is that the page stays honest in both states: it is calm
while an agent works, and it is loud only when the issue is really stuck

## Linked Issues or Issue Description

No public GitHub issue exists for this gap. Description follows
`.github/ISSUE_TEMPLATE/enhancement.yml`:

**What existing behavior does this improve?**

The missing-disposition handoff notice on the issue page. It is the
amber banner that reads "This task still needs a next step."

**Subsystem affected**

Web UI — `ui/src/components/IssueBlockedNotice.tsx`.

**Current behavior**

An issue with an outstanding missing-disposition handoff shows nothing
at all in the blocked-notice slot while a correction run is live.
`IssueBlockedNotice` calls `isSuccessfulRunHandoffRequired()`. That
helper returns `false` when `successfulRunHandoff.hasLiveContinuation`
is set. The component then renders no handoff content. Two tests
asserted the empty render.

**Proposed behavior**

The page states, quietly, that a correction run is in progress. It also
states that the alarm returns if the run stops without choosing a next
step. The reader can open the live run from that line. The amber alarm
does not change when no run is live.

**Reason and benefit**

Silence and "healthy" look the same. A user who saw the alarm earlier
cannot tell whether the handoff was resolved, whether the alert was
withdrawn, or whether an agent is working on it now. One muted line
removes that ambiguity. It also keeps the loud state meaningful, because
the alarm now appears only when the issue is really stuck.

**Breaking changes**

None. The change is presentational and adds no API or data-shape change.

## What Changed

- Added `SuccessfulRunHandoffInFlightNotice` to
`ui/src/components/IssueBlockedNotice.tsx`. It renders a muted row with
a pulsing live dot and this copy: "A correction run is in progress — the
agent is working. This alert returns if the run stops without choosing a
next step."
- The notice links the live run when the server sends `liveRunId` and
the handoff has an `assigneeAgentId`. It shows the short run id as plain
text when no agent id is available, and it shows no run reference when
`liveRunId` is absent.
- Liveness reads either the server `hasLiveContinuation` flag or the
fresher client `liveIssueIds` set. This matches the rule that already
suppressed the alarm.
- The amber alarm is unchanged when no live continuation exists. The
unpromoted scheduled-retry carve-out still shows the alarm, so the
"Retry now" control stays reachable.
- The calm line also renders above the blocker notice when an issue has
blockers and a live run at the same time.
- Storybook: added `InFlightNotice` and `LivenessComparison` stories to
`ui/storybook/stories/successful-run-handoff.stories.tsx`, and removed a
duplicated panel from the overview story.
- Tests: the two cases that asserted an empty render now assert the calm
line. New cases cover a missing `liveRunId`, a missing agent id, a
handoff that is not required, and the two "alarm is unchanged" guards.

## Verification

Run the component and helper suites from `ui/`:

```
cd ui && NODE_ENV=test npx vitest run \
  src/components/IssueBlockedNotice.test.tsx \
  src/components/IssueChatThread.test.tsx \
  src/components/IssueChatThreadSystemNotice.test.tsx \
  src/lib/successful-run-handoff.test.ts
```

Result: 4 files, 111 tests, all pass.

Also run:

- `cd ui && npx tsc -b --force` — clean.
- `node scripts/check-token-gates.mjs` — all gates clean.

Manual check in Storybook (`pnpm --dir ui storybook`), story
`Paperclip/Successful Run Handoff → Liveness Comparison`:

- The alarm panel keeps its 4 remediation bullets, its amber surface,
and its run chips.
- The calm panel shows one 39 px muted row, no bullets, and a working
link to the live run.
- Measured contrast of the calm text against its rendered surface:
4.58:1 in light mode and 6.52:1 in dark mode. Both pass WCAG AA for
normal text.

## Risks

Low risk. The change is limited to one presentational component and its
stories. It adds a render path where the component previously returned
`null`, so a surface that expected an empty render now shows one muted
row. No server, API, or data-shape change. The amber alarm path and the
scheduled-retry carve-out are covered by tests that assert the calm line
does not appear.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context
window, extended thinking, with tool use and code execution.

## Checklist

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

Co-authored-by: ClaudeCoder <claudecoder@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-16 13:20:33 -05:00
DottaandPaperclip 9e9f744f58 Show blocker links in the task chat (#11456)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip helps operators supervise agent work through tasks and
task threads.
> - The redesigned task thread shows the current work and its state.
> - A blocked task did not show the dependency that prevented progress.
> - Operators had to leave the thread to find the direct and final
blockers.
> - This pull request adds compact blocker links at the top and bottom
of the task thread.
> - The benefit is that operators can identify and open the relevant
tasks without adding a large notice to the thread.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The redesigned task thread did not show which task directly blocked the
current task or which task ultimately blocked its dependency chain.

**Subsystem affected**

`server/`, `packages/shared/`, and `ui/` task-blocker presentation.

**Current behavior**

A blocked task can open in the redesigned thread without a visible
dependency link at the top or bottom of the conversation.

**Proposed behavior**

Show one compact amber row for the direct blocker. Show a second row for
the selected final blocker when one exists. Render the rows at both ends
of the thread.

**Reason and benefit**

Operators can see the reason for the blocked state and open the relevant
task from the conversation. The compact rows preserve thread density.

**Breaking changes**

None. The new blocker-attention fields are optional. Existing clients
remain compatible.

## What Changed

- Added a compact task-chat component for direct and selected final
blocker links.
- Added the blocker rows to the top and bottom of populated and empty
task threads.
- Added link-ready blocker-attention details so an intermediate selected
task stays on its correct direct chain.
- Included blocker-link changes in the thread content key so pinned
threads follow a newly added bottom row.
- Added component, scrolling, server contract, and Storybook coverage
for the new states.

## Verification

- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx
server/src/__tests__/issue-blocker-attention.test.ts` (38 tests passed)
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`

## Risks

- Low risk. The rows only render while the task status is `blocked` and
an unresolved blocker is available.
- Long titles are truncated to keep each blocker on one line. The full
task label remains available in the link title.
- Older server payloads keep the original leaf-selection behavior
because the new sampled details are optional.

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

## Model Used

- OpenAI Codex with GPT-5. The run used tool-enabled reasoning and code
execution. The context-window size was not exposed to the run.

## 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>
2026-08-16 13:09:17 -04:00
TonioandClaude Opus 5 38752c4e5e fix(ui): clear account-scoped query caches on sign-out (#11380)
Sign-out invalidated two query keys - the auth session and health - and left
everything else in the cache. `invalidateQueries` also keeps serving the old
data while it refetches, so it was insufficient even for the two it did touch.
The company list was never touched at all, which is how one account's
companies could still be in hand when the next account signed in.

The self-hosted path now resets every account-scoped entry. Scoping is an
allowlist of instance-scoped roots rather than a list of things to clear, so a
query key added later is account-scoped unless someone deliberately says
otherwise - forgetting this file fails closed.

`health` is the only exemption. It carries deployment mode, bootstrap state
and Cloud metadata, nothing account-scoped, and `useCloudInstance` observes it
with `enabled: false` and leaves the fetch to CloudAccessGate. Dropping the
entry would strand every such observer on `null` until the gate happened to
refetch, flipping Cloud instances into their self-hosted rendering mid
sign-out. It is refreshed in place instead.

`resetQueries` rather than `removeQueries`: removal empties the cache without
notifying the observers already subscribed, so a mounted `useQuery` keeps
returning its last result until an unrelated re-render rebuilds it.
CompanyProvider sits above the router and stays mounted across the whole
sign-out and sign-in cycle, so that is the common case here rather than a
corner one. Reset notifies them, so the old data leaves the cache and
everything reading it.

The cloud path is untouched: it is a top-level navigation, and the document
reload builds a new QueryClient with nothing left to clear.

This is the root cause behind the onboarding draft-ownership gate added in
#11382. That gate stays, and its comment now says why: this fix covers the
sign-out button, not the question. An account can change without it - a
session lapsing server-side, a second account signing in on a warm tab, a
caller supplying the company context from somewhere else - so the gate stays
independent rather than deferring to this.

ui typecheck clean; full ui suite 4014 pass, with only the timezone-dependent
IssueProperties failure already present on master.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 07:55:14 -07:00
6542ad1f4d fix(onboarding): carry an existing company's mission into the wizard (#11416)
Ports the substance of #11259, which predated the recent onboarding work and
was still open. One of the parts it solves is a regression #11352 introduced.

A company that already has its mission opens on the agent step, which is the
point of #11352. What that missed is that the mission field is filled only by
the step being skipped, and that the field is not decoration:
`composeCeoInstructions` seeds the lead agent's instructions from it, and the
Review checklist reads it. So every Cloud-seeded company hired its lead agent
with no Mission line at all, having been routed there precisely *because* it
had a mission. Before #11352 those companies dead-ended on the mission step; a
dead end became a quiet data loss, which is worse, because it completes.

`selectExistingCompanyMission` reads the company's own goal back into the shape
the mission field holds, and the wizard hydrates from it - only when the field
is empty, so a customer editing their mission is never overwritten by the
stored copy. The marker recording that hydration travels with the field it
describes, cleared wherever `companyGoal` is.

`isExistingCompanyMissionUnresolved` holds the hire while that read is
outstanding, counting an in-flight refetch over cached goals as unresolved.
That is the rule #11382 settled on a day earlier for a different consumer -
`isFetching`, not `isLoading`, because retained data is not an answer to the
question being asked now. #11259 had it first, on 11 August.

`canGoBackFromOnboardingStep` and `canJumpToOnboardingStep` bound how far back
a run can walk by the step it entered on. The Back button already applied that
rule inline; the progress bar applied only the "already completed" half, so a
run holding a company could still jump to step 1 - the step whose job is to
create one. The entry step is captured once, when the wizard opens, for the
same reason the step itself is.

`planMissionPersistence` came with them and turned out to be required rather
than tidying. Hydration sets `createdCompanyGoalId` from the company's existing
goal, and confirming the mission read that id as "already written" and skipped
the write, discarding the customer's edit. That skip was safe only while the id
could arrive one way - by writing. A goal in hand now means update it.

Each piece was checked by removing it and confirming a specific case fails.
The hydration case asserts on `saveInstructionsFile`'s content, the actual
consumer, rather than on the mission textarea, because the entry path never
renders that field and the navigation bound now prevents reaching it. One
caveat recorded rather than smoothed over: the reopen case fails only when
both marker-clears are removed, since `reset()` also clears the company id and
the next introduction routes through `clearCompanyScopedState`. They are kept
as one invariant rather than one guard plus a coincidence.

ui typecheck clean; full ui suite 4004 pass. Two failures remain, in
IssueProperties and StatusCards/format; both are date-dependent, both
reproduce on master with these changes stashed, and neither file is touched
here.

Co-Authored-By: Jannes Stubbemann <stubbi@users.noreply.github.com>
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 01:42:03 -07:00
TonioandClaude Opus 5 484b1f626c fix(onboarding): verify draft ownership against a list fetched this session (#11382)
#11370 stopped onboarding restoring a saved draft when the company list had
*errored*. It still trusted the list when the list looked healthy — and the
wider door was exactly that. `main.tsx` sets `staleTime: 30_000` app-wide and
`Auth.tsx` invalidates rather than resets on sign-in, so `invalidateQueries`
keeps serving the previous account's companies with `isLoading` false and no
error at all. On a self-hosted instance, where sign-out does not reload the
page, signing in as a second account in the same warm tab could restore the
first account's draft. No request had to fail.

The wizard now judges ownership against a list it fetched for the current
session: its own `useQuery` on the shared key with `staleTime: 0`, gated so it
runs only when a parseable draft exists and adds no request otherwise.

Every clause of that gate earns its place, and each was verified by removing
it and watching a specific case fail:

- `isSuccess` ties the answer to this session. React Query retains the last
  good `data` when a refetch fails, so after an account switch the retained
  value is the previous account's list; a failed refetch flips status to error
  and this rejects it.
- The `unauthorized` check catches the opposite error. `companiesListQueryOptions`
  folds 401 and 403 into `{ companies: [], unauthorized: true }` rather than
  throwing, so an auth blip arrives as a *successful* empty list and would
  otherwise read as "this account owns nothing" and delete the draft.
- The mount gate keys on `isFetching`, not `isLoading`. `isLoading` is false
  whenever retained data exists, so a refetch over a warm cache mounted the
  wizard undecided — and with the wizard open, the persist effect overwrote
  the customer's own draft with defaults before the answer arrived. It still
  releases on failure, so the "Get Started" dead end stays fixed.
- An unreadable draft is judged, and cleared, before any of the above, and
  does not enable the query at all.

`isFetchedAfterMount` was in an earlier revision and is deliberately not here:
it is true after a failed refetch too, so it rejects nothing `isSuccess` has
not, and no test could distinguish it.

Worth recording how the first defect survived a check. I fault-injected it,
saw a test fail, and concluded the guard worked. It was failing for an
unrelated reason — the inner wizard mounted during the fetch and locked its
state initializers to defaults, so the draft could not appear whatever the
gate decided. Fixing the mount gate exposed the real behaviour. An injection
is only evidence if the failure it produces is the one being claimed.

This narrows onboarding only. The general fault is that a sign-out leaves
account-scoped caches in place, and account changes that skip the button —
a session lapsing server-side, a second account in a warm tab — reach the same
stale list. Tracked separately; this defence should not be removed as
redundant when that lands.

ui typecheck clean; full ui suite 3963 pass, with only the timezone-dependent
IssueProperties failure already present on master.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 22:59:41 -07:00
DottaandClaude Opus 5 8ee1fb21a6 feat(ui): badge the review policy when it constrains approval (#10938)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents move their work into review, and a reviewer must then give a
verdict on it
> - By default anyone with write access can give that verdict, including
the agent that did the work
> - The server can constrain that default per issue with a
`reviewPolicy` column, but no screen showed the value
> - A reviewer could therefore press Approve on a review that the server
refuses, and get a 403
> - This pull request shows the policy as a badge on the two surfaces
where a person gives a verdict
> - It also makes an agent verdict read as a verdict in the activity
timeline
> - The benefit is that a reviewer sees who can approve before they try

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The description below
follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The issue review flow. A reviewer cannot see the approval constraint on
an issue
before they give a verdict.

**Subsystem affected**

Web UI (`ui/`), with one supporting change in the server attention
service.

**Current behavior**

The server stores an optional approval constraint for each issue in a
`reviewPolicy` column. The column has three meaningful states: the
default
(`NULL` or `anyone`), `not_creator`, and `human_only`. The server
enforces the
constraint when it receives a verdict.

No screen shows the value. Two problems follow:

1. A reviewer presses Approve on a review that the server refuses. The
server
   answers 403, and the reason is not visible on the card.
2. An agent that accepts or rejects a review renders in the activity
timeline as
the raw action id, for example "issue thread interaction accepted". A
person
   who reads the timeline cannot tell that a verdict was given.

**Proposed behavior**

Show the constraint as a read-only badge on the two surfaces where a
person
gives a verdict. Show no pixels for the default state, because the
default is
what every issue already does. Make an agent verdict read as a verdict
in the
timeline.

Only agents set the column today, so this change adds no control to set
it.

**Reason and benefit**

A reviewer sees the constraint before they act. This prevents the 403,
and it
removes the need to explain the 403 afterwards. The timeline also
becomes
complete, because it now shows agent verdicts and human verdicts in the
same way.

**Breaking changes**

None. The change adds a badge and changes copy. It adds no column, no
endpoint,
and no request.

**Additional context**

The server-side column and the verdict enforcement landed earlier in
#10931.
This pull request is the user interface for that column. The default
state stays
unchanged on screen, so the badge appears on a small number of issues.

## What Changed

- **A read-only "Approvals" row** in the issue Execution properties. The
row
renders *only* for a constrained policy: "Anyone else" (`not_creator`)
or
"Human only" (`human_only`). A `NULL` or `anyone` column adds no row, so
the
  panel is untouched on the overwhelming majority of issues.
- **The same badge on the stalled-review card** in `/decisions`, above
the three
review verbs. A reviewer now sees the constraint before they press
Approve.
  The condition is the same, so the default card is unchanged.
- **Agent verdicts read as verdicts in the activity timeline.** An agent
that
accepted or rejected a review request previously rendered the raw action
id
("issue thread interaction accepted"). It now reads "approved the
request". A
  stalled-review decision names the verb that the actor chose.
- **A cleared policy reports as "anyone", not "none",** in the
field-change
receipt. The `reviewPolicy` column is nullable by default, so an absent
value
  is a real setting rather than a missing one.
- **All copy comes from `ui/src/lib/review-policy.ts`.** Its badge
lookup returns
`null` for the default. This makes "no pixels for the default" one
enforced
decision instead of a condition repeated at each call site. It also
keeps the
  badge, the activity line, and the receipt reading alike.
- **The server attention service carries the policy** on the review
attention
  subject, so the stalled-review card can read it.

## Verification

Automated tests:

- `ui/src/lib/review-policy.test.ts` — the default returns no badge,
however the
column spells it (`null`, `undefined`, `"anyone"`). An unrecognised
policy from
  the wire shows nothing rather than leaking an enum value.
- `ui/src/components/AttentionQueueRow.test.tsx` — no badge on the
default card,
and the verbs still render. Suppression of the badge must not suppress
the card.
- `ui/src/components/IssueProperties.test.tsx` — no Approvals row on the
default.
  The constrained row contains no `button`, so nothing there can PATCH.
- `server/src/__tests__/attention-service.test.ts` — the review
attention subject
carries the policy, and subjects built from narrower selects do not
claim one.

Run them with:

```sh
pnpm vitest run ui/src/lib/review-policy.test.ts \
  ui/src/components/AttentionQueueRow.test.tsx \
  ui/src/components/IssueProperties.test.tsx \
  server/src/__tests__/attention-service.test.ts
```

Manual steps:

1. Open an issue that has no `reviewPolicy`. Confirm that the Execution
   properties panel shows no Approvals row.
2. Set the column to `not_creator`. Reload the issue. Confirm that the
Approvals
   row reads "Anyone else", and that the row has no control.
3. Move that issue into review. Open `/decisions`. Confirm that the
stalled
   review card shows the same badge above the review verbs.
4. Let an agent approve the review. Confirm that the activity timeline
reads
   "approved the request" and not "issue thread interaction accepted".

Screenshots were captured at 1440x900 and 390x844, in light mode and
dark mode,
with the three policy states side by side. The leftmost column in each
capture is
the default. It carries no badge and no extra row.

## Risks

Low risk.

- The change is additive on screen. Every new surface is behind a
constrained
  policy, so the default path renders exactly as before.
- The badge is read-only. It has no control and sends no request, and a
test
  asserts that the row contains no `button`.
- An unknown policy value from the wire renders nothing. It does not
render the
  raw enum.
- No migration, no schema change, and no endpoint change.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context
window,
with extended thinking and tool use enabled. Used through Claude Code
for the
implementation, the tests, and this description.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-14 20:29:36 -04:00
TonioandClaude Opus 5 35a9b98733 fix(ui): theme the onboarding wizard decorative panel instead of hardcoding dark (#11379)
The onboarding wizard's decorative right-hand panel, which holds the ASCII
paperclip illustration, hardcoded a near-black surface. `ThemeContext`
supports light and dark and follows `prefers-color-scheme`, so in light mode
a new customer met the product as a pale form beside a solid black rectangle
— on the one screen meant to introduce it. The glyphs inside already used
`text-muted-foreground`, so the panel was the only part ignoring the theme.

It now uses the paired `bg-muted` surface, which is defined in both themes
(`oklch(0.97 0 0)` light, `oklch(0.269 0 0)` dark), so the illustration reads
as ink on a surface either way and follows any future theme without another
fix.

The guard for it asserts the complete set of `bg-` classes on the panel is
`["bg-muted"]`, anchored to the `<AsciiArtAnimation />` wrapper rather than
scanning the file. Forbidding specific spellings is what failed here
originally: the first version checked `bg-[#rrggbb]` and silently stopped
guarding anything once master migrated the class to `bg-(--hex-1d1d1d)`.
Naming what is allowed cannot decay that way, and it catches named colours
like `bg-black` that no spelling list covered.

Lands the work from #8982 by @stubbi, whose two commits are included
unchanged with their authorship. The rebase and the guard are mine.

Tested: ui typecheck clean; both theme cases fail against four spellings of
the regression — `bg-(--hex-1d1d1d)`, `bg-[#1d1d1d]`, `bg-black`,
`bg-zinc-900` — where the original caught only one and my first widening
caught two. Full ui suite 3958 pass, with one timezone-dependent
IssueProperties failure present on master. All CI gates green; Greptile 5/5.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 12:06:20 -07:00
DottaandPaperclip 8cb0ce0de5 fix(ui): restore queued message interrupt action (#11374)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task thread lets an operator add guidance while an agent run is
active
> - A new message can wait behind that active run as a queued message
> - The classic task view lets the operator interrupt the target run
from that queued message
> - The redesigned task view did not expose the same action
> - This pull request restores the action and keeps it bound to the
exact target run
> - The benefit is that operators can apply urgent guidance without
switching task views

## Linked Issues or Issue Description

**What happened?**

The redesigned task view showed `Queued` for a queued operator message,
but it did not show the existing interrupt action.

**Expected behavior**

The queued message must show `Interrupt` next to `Queued`. The action
must stop the exact run that the message is waiting behind.

**Steps to reproduce**

1. Open a task in the redesigned task view while an agent run is active.
2. Send a new operator message so it enters the queued state.
3. Observe that the queued message has no interrupt action.

**Paperclip version or commit**

`bc0b5a1642`

**Deployment mode**

All deployment modes that use the redesigned task view.

## What Changed

- Preserve persisted queued state and the target run ID in the
redesigned thread model.
- Render a token-compliant `Interrupt` action beside the queued state.
- Reuse the existing exact-run interrupt callback and show a disabled
`Interrupting…` state during the request.
- Keep an assigned queue target immutable so an in-flight comment cannot
rebind its interrupt action to a replacement run.
- Add regression tests for persisted queued messages, replacement-run
races, and the in-progress action state.
- No documentation update was required because this restores existing
behavior.

## Verification

- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx`
- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx
ui/src/components/task-chat/task-chat-adapter.test.ts
ui/src/pages/IssueDetail.test.tsx -t 'queued message actions|queues
messages against a queued live run and interrupts that exact
run|commentsToTaskChatItems'`
- `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx -t 'queued
message|queues messages'`
- `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx` (52 passed)
- `pnpm -r typecheck`
- `pnpm test:run` (all server and UI groups passed; the CLI group passed
after inherited static AWS credential variables were omitted)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts`
- `pnpm build`
- `pnpm check:token-gates`

## Risks

Low risk. The change only adds an action to queued messages that have a
target run and an interrupt callback. Messages without both values keep
the current rendering.

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

## Model Used

OpenAI Codex with GPT-5. The runtime does not expose a more specific
deployment ID or context-window size. The model used reasoning,
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 14:26:18 -04:00
TonioandClaude Opus 5 66515582e4 fix(onboarding): do not restore wizard state for a company the user does not own (#11370)
Onboarding persists a draft to `localStorage`, including `createdCompanyId`.
That key is scoped per browser origin, not per account, so a browser that has
already run onboarding hands the stored company id to the next session on the
same origin — whoever is signed in. Every downstream call then targets a
company that account may not own: goals, agents and issues are created there,
and requests fail with authorization errors.

`restoreOnboardingState` now returns a saved draft only when the signed-in
account owns the company it names. Otherwise the draft is discarded and the
stale blob removed.

The wizard splits into a gate and an inner component because the inner one
has ~20 `useState(saved?.x ?? default)` initializers, and an initializer runs
only on the first render. Mounting before the restored draft is final locks
every field to its default with no way back, so the gate waits for the
company list while it is loading.

Ownership is judged only against a list that actually answered. Any company
query error makes it undecidable, whatever the list contains — the companies
cache is not account-scoped and survives sign-out, so a failed refetch after
an account switch can leave the previous account's companies in hand, and
trusting a non-empty list there would hand one account's draft to the next.
Nothing is restored and nothing is deleted in that state; the next successful
load decides.

Judging the draft and mounting the wizard are separate questions. The gate
withholds the wizard only while the list is *loading*, never on error: the
companies query sets `retry: false`, and with no companies the dashboard
offers a "Get Started" button wired to onboarding, so blocking there would
make that button do nothing at all. Mounting costs the draft nothing, because
the persist effect is itself gated on the wizard being open.

All four draft-storage call sites — read, write, cleanup, reset — go through
one guarded helper. Storage access throws outright where a browser denies it,
and each site sits in a render, an effect or a close handler, so an escaping
exception took down something the customer was using.

Lands the work from #9900 by @stubbi, whose two commits are included
unchanged with their authorship. The rebase, the error-path handling and the
storage guards are mine.

Follow-up filed separately: sign-out should remove account-scoped cached data
rather than invalidating two keys. This change is defensive and protects
onboarding only.

Tested: ui typecheck clean; 73 pass across the seven onboarding suites; full
ui suite 3952 pass, with one timezone-dependent IssueProperties failure
present on master in a file this does not touch. All CI gates green;
Greptile 5/5.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 11:08:48 -07:00