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DottaandClaude Fable 5 c2b41bb7cd fix(issues): quiet missing-disposition warnings while a live continuation is running (#10899)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - When an agent run ends without recording a disposition, Paperclip
raises a "missing disposition" handoff so the work does not silently
stall
> - The server already tracks whether such an issue has a live
continuation (a running or queued run, or a queued wake) in
`successfulRunHandoff.hasLiveContinuation`
> - But no UI surface read that flag, so an issue that an agent was
actively working on still showed the "This task still needs a next step"
banner, a loud thread warning, and "Needs next step" badges
> - This pull request makes every missing-disposition complaint respect
liveness: warn only when no live agent is on the issue and it is really
stuck
> - The benefit is that users see the warning only when action is
needed, and the noise disappears while an agent is already handling the
issue

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. Description follows the
bug-report template:

**What happened?**

An issue that a live agent run was actively working on showed the
"missing disposition" warning banner, a loud thread notice, and "Needs
next step" badges at the same time. The API payload for that issue
showed `successfulRunHandoff.required: true` together with
`hasLiveContinuation: true` and a `liveRunId`, but the UI ignored the
liveness fields.

**Expected behavior**

The missing-disposition warning appears only when the issue has no live
run or queued wake. A live agent records a disposition when its run
ends. Paperclip complains only if the run ends and no disposition
exists.

**Steps to reproduce**

1. Let a run finish on an in-progress issue without a disposition.
Paperclip raises the handoff and queues a corrective wake.
2. Open the issue page while the corrective run (or any new run) is
live.
3. See the banner, the badges, and the loud thread notice — all visible
while the agent works.

**Paperclip version or commit**

Current `master` (reproduced at commit 6ffe9df842).

**Deployment mode**

Self-hosted development instance.

## What Changed

- `isSuccessfulRunHandoffRequired` (ui lib) returns `false` while a live
continuation exists. This quiets the Kanban card badge and the
issues-list badge. Exception: when the only continuation is a
not-yet-promoted scheduled retry, the notice stays visible so the
**Retry now** control stays reachable.
- `IssueBlockedNotice` also checks the real-time live-run set
(`liveIssueIds`). A run that starts after the issue payload was fetched
hides the banner at once.
- `IssueChatThread` derives an effective handoff state from the live
runs it already tracks. The loud "Missing issue disposition" thread
notice folds into the quiet collapsed row while a continuation is live,
and unfolds if the run ends without a disposition.
- Server: `hydrateSuccessfulRunHandoffLiveness` now hydrates escalated
handoffs too. The blocked-inbox `missing_disposition` attention is
suppressed for escalated handoffs with a live run or wake. This matches
the existing required-state suppression.

## Verification

- `cd ui && npx vitest run src/components/IssueBlockedNotice.test.tsx
src/components/IssueChatThreadSystemNotice.test.tsx
src/components/IssueChatThread.test.tsx` — 106 tests pass, including 6
new tests for the live/stale/scheduled-retry matrix
- `cd ui && npx vitest run src/components/IssuesList.test.tsx
src/components/KanbanBoard.test.tsx src/lib` — pass
- `cd server && npx vitest run
src/__tests__/issue-blocker-attention.test.ts
src/__tests__/issue-list-assignee-filter-routes.test.ts
src/services/recovery/successful-run-handoff.test.ts
src/__tests__/attention-service.test.ts` — pass, including new
escalated-liveness cases
- `pnpm typecheck` clean in `ui` and `server`; `node
scripts/check-token-gates.mjs` clean
- Manual check: a live issue's API payload showed `required: true` with
`hasLiveContinuation: true` and a `liveRunId` while the banner was still
on screen; with this change that state renders no complaint

## Risks

- Behavioral shift only; no schema or migration changes. All complaints
reappear as soon as the continuation stops without a disposition, so
nothing can get lost permanently.
- A queued wake counts as a live continuation. If a wake sits queued for
a long time, the warning stays hidden for that time. The blocked-inbox
path already behaved this way; the UI now matches it.
- The scheduled-retry carve-out keeps the current Retry-now workflow
intact.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic — agentic coding session
with extended thinking and tool use (file edit, shell, 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)
- [ ] 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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 15:59:01 -05:00
DottaandClaude Fable 5 427509e6e0 fix(ui): show the synced company logo on the Cloud org switcher trigger (#10917)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - On Paperclip Cloud a tenant instance holds exactly one company, and
the cloud control plane pushes the stack's uploaded workspace icon into
that company's branding.
> - The cloud-mode organization switcher trigger always rendered the
deterministic monogram, so an uploaded organization logo never appeared
in the app chrome.
> - This pull request renders the trigger through the tenant company's
logo and brand color, with the monogram as the fallback.
> - The benefit is that the logo a customer uploads for their
organization actually shows up inside their Paperclip app.

## Linked Issues or Issue Description

No existing public issue found (searched open/closed PRs and issues for
"organization logo", "switcher logo", "company logo cloud" — closest
related PR is #10850, which introduced the cloud-mode switcher).
Describing in-PR:

**Subsystem affected**

Board UI: the sidebar organization switcher in Paperclip Cloud mode
(`SidebarCompanyMenu`).

**Problem or motivation**

A Cloud customer uploads an organization logo when creating their
workspace; the control plane syncs it into the tenant company's branding
(`company.logoUrl`). But the cloud branch of the switcher trigger
rendered `StackIcon` — monogram-only by design for stack rows — for the
trigger too, ignoring `selectedCompany.logoUrl`. Result: the uploaded
logo never appears in the app chrome; users see a letter tile instead.

**Proposed solution**

Add a `CurrentStackIcon` for the trigger that passes the selected
company's `logoUrl`/`brandColor` into `CompanyPatternIcon`, seeded by
the stack display name. Falls back to the exact previous monogram when
no logo is set. Stack rows are unchanged: the portfolio payload
deliberately carries no hot-linkable icon URL for other stacks.

**Alternatives considered**

Fetching per-stack icons for the rows was rejected: the cloud portfolio
payload carries no icon URLs (embedding signed, expiring control-plane
URLs would be wrong), and the defect is the current organization's
chrome, which the already-synced company logo covers.

## What Changed

- `ui/src/components/SidebarCompanyMenu.tsx`: cloud-mode trigger renders
the tenant company logo (fallback: monogram); stack rows untouched;
self-hosted path untouched.
- `ui/src/components/SidebarCompanyMenu.test.tsx`: new regression test
that the trigger carries the company logo while stack rows keep
monograms; the `CompanyPatternIcon` mock now exposes `logoUrl`.

## Verification

- `pnpm --dir ui exec vitest run
src/components/SidebarCompanyMenu.test.tsx`: 12/12 pass (11 existing + 1
new).
- `pnpm --dir ui exec tsc --noEmit`: clean.

## Risks

- Cloud-only rendering branch; self-hosted trigger rendering is
untouched.
- If the branding sync has not run yet, the trigger shows the same
monogram as before — no regression, and it upgrades in place once
`logoUrl` arrives.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. The run used extended
reasoning, repository tools, shell execution, and GitHub integration.

## 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: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 15:30:59 -05:00
DottaandPaperclip 1fa36be353 fix(ui): use HTTP-safe clipboard copy everywhere (#10875)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators often open self-hosted Paperclip over plain HTTP on a LAN
or private network.
> - Browser Clipboard API writes are not reliable in that insecure
context.
> - Paperclip already has one shared helper with a legacy copy fallback,
but many current copy actions bypass it.
> - This pull request routes every core UI copy action and the
first-party workspace-diff plugin through the shared helper.
> - The benefit is consistent copy behavior on HTTPS, localhost, and
plain-HTTP private deployments.

## Linked Issues or Issue Description

Refs #3529.

This change supersedes the stale prior attempt in #3531. Current master
has more copy surfaces and a first-party plugin UI bridge that the prior
branch does not cover.

## What Changed

- Replaced direct Clipboard API writes and duplicate fallback
implementations across the current core UI with `copyTextToClipboard`.
- Added an HTTP-safe clipboard function to the plugin UI SDK and wired
the host bridge to the same implementation.
- Migrated the first-party workspace-diff plugin to the plugin SDK
clipboard function.
- Added unit coverage for native rejection fallback and plugin host
delegation.
- Added a source-level regression test that rejects new direct clipboard
writes outside the shared implementation.
- Documented the plugin UI clipboard function.

## Verification

- `NODE_ENV=test pnpm exec vitest run ...` for 14 affected suites: 164
tests passed.
- `pnpm exec vitest run tests/ui-clipboard.test.ts` in
`packages/plugins/sdk`: 1 test passed.
- `NODE_ENV=test pnpm -r typecheck`: passed for 31 workspace projects.
- `NODE_ENV=test pnpm test:run`: passed.
- `NODE_ENV=production pnpm build`: passed.
- `pnpm check:token-gates`: passed with all gates clean.

## Risks

Low risk. Secure contexts still use the modern Clipboard API. Plain HTTP
and rejected modern writes use the existing `execCommand("copy")`
fallback. That API is deprecated, but it is the compatibility path
required for insecure contexts. The change has no schema, API, or visual
design effect.

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

## Model Used

OpenAI Codex, `gpt-5.6-sol`. The runtime did not expose a context-window
size. Reasoning, tool use, repository editing, test execution, and
GitHub CLI access 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>
2026-08-05 10:45:08 -05:00
DottaandPaperclip 14d755824c Remove decision and review summaries from issue headers (#10891)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators use issue pages to read task state and control task work
> - The issue header showed separate summaries for open decisions and
review paths
> - These summaries repeated state that belongs in the Decisions view
> - The extra sections added noise before the issue description and
thread
> - This pull request removes both header summaries and keeps decision
actions in the Decisions view
> - The benefit is a simpler issue header with one place for decision
work

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The issue detail header shows separate pending-decision and review-path
sections.

**Subsystem affected**

`ui/` — React and Vite board UI.

**Current behavior**

An issue header can show a decision strip and a larger review panel
before the issue content.

**Proposed behavior**

The issue header does not show either decision section. Operators
continue to manage decisions and stalled reviews in the Decisions view.

**Reason and benefit**

This removes duplicate decision state from the issue header and reduces
visual noise.

**Breaking changes**

The issue page no longer provides these summaries or shortcuts. Decision
data, review state, and the Decisions view do not change.

## What Changed

- Removed the pending-decision strip and review-path panel from the
issue detail header.
- Deleted the two unused header components and the panel-specific test.
- Kept stalled-review actions and their Storybook examples in the
Decisions queue.
- Added an issue-detail regression test that covers both removed
sections.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/IssueDetail.test.tsx` (46 tests passed)
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm build-storybook`
- `git diff --check`

## Risks

- Low risk. This change removes two issue-header surfaces. It does not
change decision APIs or data.
- Users must open the Decisions view to find pending decisions and
stalled-review actions.

> This change does not duplicate planned core work in `ROADMAP.md`.
GitHub searches found no related open issue or pull request.

## Model Used

- OpenAI Codex, GPT-5. The exact deployment ID and context window are
not exposed. 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>
2026-08-05 10:23:16 -05:00
DottaandPaperclip ef33c1d9ed fix(decisions): retire completed-target decisions and link targets from the card (#10892)
<!-- 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 decisions desk shows pending decisions that need an operator
response
> - A strict decision cannot apply its effects after its target task
changes
> - A decision still remained pending when every target task finished
after proposal
> - The card also linked only the origin task, even when the decision
acted on another task
> - This pull request expires those moot decisions and links their
target tasks
> - The benefit is an accurate queue and a clear path to the work that
each decision affects

## Linked Issues or Issue Description

Related PR: #10801 removes the issue-page decision strip, which makes
clear queue provenance more important.

**What happened?**

A strict decision stayed pending until its time-to-live limit after
every target task reached `done`. The decision card linked only the
origin task. The origin task is where the agent proposed the decision,
and it can differ from the task that the decision affects. An operator
could therefore open a finished task with no visible decision and no
explanation of the real target.

**Expected behavior**

Paperclip must expire a strict decision when all of its targets finish
after the decision is proposed. The card must show and link every target
task that differs from the origin task.

**Steps to reproduce**

1. Create a strict decision that targets an active task from a different
origin task.
2. Move the target task to `done` without resolving the decision.
3. Run the decision expiry sweep.
4. Observe that the old code keeps the decision open until its
time-to-live limit.
5. Observe that the old card links only the origin task.

**Paperclip version or commit**

The bug reproduces on upstream `master` before this pull request.

**Deployment mode**

Local dev and self-hosted server modes are affected because the behavior
is in the shared decision service and board UI.

## What Changed

- Expire an open strict decision with reason `target_completed` when
every strict target reached `done` after proposal.
- Keep decisions that intentionally target an already-finished task.
- Keep lenient-only decisions open.
- Keep continuation delivery consistent with other expiry reasons.
- Add target-task links to the decision card provenance line.
- Use one shared target-ID helper across signing, execution, expiry,
card provenance, and resolver preloading.
- Add service and UI regression tests for primary, secondary, and
target-completed cases.

## Verification

- `pnpm exec vitest run ui/src/components/DecisionCard.test.tsx
server/src/__tests__/decisions-service.test.ts` — 51 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — all gates clean.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low migration risk. This change does not alter the database schema.
- The expiry sweep performs the existing strict-target query and adds a
snapshot comparison before expiry.
- A decision remains open if any strict target is active or if a target
was already `done` at proposal time.

> The roadmap lists work queues as planned. This pull request fixes the
existing decisions desk. It does not add a new queue subsystem.

## Model Used

- Implementation: Anthropic Claude through Claude Code. The runtime did
not expose the exact model snapshot or context-window size. The model
used reasoning, repository tools, code execution, and test execution.
- PR preparation: OpenAI Codex with GPT-5. The runtime did not expose a
dated model snapshot 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>
2026-08-05 09:55:01 -05:00
8142e54150 feat(activity): merge the audit page into one rich Activity page (#10838)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board has two different pages for change history: a basic
Activity list and a rich Audit feed
> - The two pages show the same kind of information, so an operator must
guess which page to open
> - The basic list also caps at 200 rows and has no filters, so it hides
older changes
> - This pull request merges both pages into one Activity page that is
built on the rich audit feed
> - The page adds a scope toggle for all actors or agent actions only,
and it hides privileged controls from members who do not have the audit
permission
> - The benefit is one obvious place to answer "who changed what", for
every member, with filters and full history

## Linked Issues or Issue Description

Related pull requests in this stack (open both before this one):

- Refs #10830 — adds the company prefix to the board audit route.
- Refs #10831 — adds the two-tier all-actors scope to the audit
endpoint. This pull request calls that scope.

This branch is stacked on those two pull requests. The diff therefore
shows their commits until they merge. After they merge, this pull
request contains only the last two commits: the page merge and the
actor-label fix.

**Problem or motivation**

The board has two overlapping history pages. `/:company/activity`
renders a plain list that is capped at 200 rows and has no filters. The
audit page renders a filtered, paginated feed of agent actions, but it
is a separate sidebar item and it was reachable only by members with the
audit permission. A member who wants to know who changed an issue must
know which of the two pages answers the question.

**Proposed solution**

Keep one sidebar item, "Activity", and build it on the rich feed. Add a
scope toggle: "All activity" reads every actor kind, and "Agent actions"
keeps the earlier audit behavior. Put the scope in the `mode` query
parameter so a person can link to it. Show the responsible-user filter
and the CSV export only to callers that the server answers at the
privileged tier. Redirect the earlier audit paths to the merged page
with the agent scope preset, so old links continue to work. Delete the
plain list page.

**Alternatives considered**

Keeping both pages and adding filters to the plain list. That duplicates
the feed logic and keeps the "which page?" problem. Deleting the audit
page instead was also rejected, because the audit feed has the
pagination, filters, and export that the plain list does not.

**Roadmap alignment**

The roadmap marks the activity log and action attribution as shipped.
This change improves that shipped capability. It does not add a new
subsystem.

## What Changed

- Added a scope toggle to `AuditFeed`. "All activity" requests
`actorScope=all`, and "Agent actions" keeps the earlier agent-only
request. Cursor pagination works in both scopes.
- Stored the scope in the `mode` query parameter, so a person can
bookmark or share a scope.
- Made the page chrome permission-aware. The toggle, the
responsible-user filter, and the CSV export appear only when the server
answers at the privileged tier. A basic member sees the shared feed and
no upsell wall.
- Replaced the sidebar "Audit" item. The sidebar now has one "Activity"
item.
- Redirected `/:company/audit` and the unprefixed `/audit` to
`/:company/activity?mode=agents`.
- Deleted the earlier `ui/src/pages/Activity.tsx` list page and the
`CompanyAudit` page wrapper. Added `CompanyActivity` as the single route
target.
- Fixed the actor label for stripped rows. The basic tier removes the
agent id but keeps the actor kind, so every agent row rendered as
"System". Rows now fall back to the actor kind: "Agent", "User",
"Plugin", or "System".
- Widened the responsible-user filter control, which truncated its own
label.
- Resolved agent names on the basic tier. The basic tier removes the
privileged `agentId` but keeps the acting principal `actorId`, and the
company agent directory this page already reads is
authorization-filtered. The feed therefore resolves an agent actor from
`agentId` first and from an agent-typed `actorId` second. Hiding the
name only in the UI gave no confidentiality benefit, because any reader
could join the retained id against the readable directory. Agents that
the directory filters out still fall back to the generic kind label. No
server payload or permission was widened.
- Fixed a stuck state in the access-downgrade recovery. A downgrade
between cursor requests leaves full-tier and basic-tier pages in one
cache, which starts a single recovery refetch. If that refetch did not
clear the mix, the cached pages kept the condition true, the "Refreshing
audit access…" banner rendered permanently, and it hid the error state
together with its "Try again" button. The banner is now tied to an
outstanding attempt. The refetch effect also depended on the whole query
object, which changes identity every render, so it repeated the request
on each render; the attempt is now tracked in state and runs once per
downgrade.
- Kept the agent detail "Audit" tab unchanged. That tab passes a locked
agent id, which keeps the earlier privileged scope and hides the toggle.

The `GET /companies/:id/activity` endpoint stays. The dashboard still
reads it. This pull request does not change that endpoint.

## Verification

- `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx
ui/src/App.activity-routing.test.tsx ui/src/lib/company-routes.test.ts
ui/src/components/Sidebar.test.tsx
server/src/__tests__/activity-routes.test.ts
server/src/__tests__/agent-action-audit-routes.test.ts` — all tests
pass.
- New `ui/src/App.activity-routing.test.tsx` drives the real route
table. It asserts that the company activity path resolves, and that both
the company audit path and the unprefixed audit path reach the activity
path with the agent scope preset.
- New `AuditFeed` tests cover the scope toggle, the basic tier without
privileged chrome, the locked-agent case, the actor-kind fallback label,
basic-tier name resolution, and both downgrade-recovery paths (the
refetch errors, and the refetch returns a still-mixed pair).
- Mutation-checked the three new guards: disabling each one fails the
test that covers it, so none of them pass vacuously.
- `pnpm -r typecheck` is clean. Both design token gates are clean.
- Rendered every state in a browser at 1440x900 and at 390x844: both
scopes, the basic member view, the loading state, the error state, the
filtered-empty state, and the true-empty state. A designer reviewed the
renders and approved them.

## Risks

- The default company page now reads the all-actors scope, which returns
more rows than the earlier agent-only query. Cursor pagination and the
existing page limit bound each request.
- The page is now visible to every company member. The server decides
what each member sees. The UI only hides controls that the caller cannot
use. Refs #10831 for the server rules and tests.
- The basic tier now shows agent names that the previous revision
withheld. The name was already recoverable from the retained `actorId`
through the readable agent directory, so this closes an inconsistency
rather than widening access. A security reviewer chose this outcome over
stripping `actorId`.
- Old audit links now redirect. The redirect keeps the agent scope, so a
person who bookmarked the audit page sees the same rows.
- Low migration risk. There is no database change.

> The roadmap marks activity log and action attribution as shipped. This
change improves that existing capability.

## Model Used

Claude Opus 5 (`claude-opus-5`, 1M context) with extended thinking and
tool use, run through Claude Code.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-04 23:30:23 -05:00
DottaandClaude Opus 5 e8ae5286eb feat(issues): explain cross-task agent writes with attribution, audit receipts, and actionable denials (#10843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents write to tasks they do not own. They comment, they change
fields, and the control plane now permits this by default for
standard-trust agents on any task they can read
> - This makes a task thread ambiguous. A reader sees a comment from an
agent that is not the assignee, but no surface says whose authority that
write rode
> - The same gap applies to field edits. The activity stream named the
verb, but it did not show the before value, the after value, or the
reason the write was permitted
> - The remaining refusals are also opaque. An agent that hits a wall
receives a 403 with no boundary name, no actor who can act, and no
sanctioned path. One real incident spent a full detour to find the
workaround
> - This pull request adds the three surfaces that make open cross-task
writes legible: an attribution chip, a field-level audit receipt, and an
actionable denial contract shared by the API and the UI
> - The benefit is that a reader can answer "who did this, on whose
authority, and was it allowed?" on the task itself, and a blocked writer
is told what to do next

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

Cross-task agent writes are permitted, but they are not explained. A
task thread can hold comments from agents that are not the assignee, and
the activity stream can hold field changes made by those agents. Neither
surface names the responsible user behind the write. When a write is
refused, the error text does not name the boundary or the way forward.

**Subsystem affected**

Issue detail UI (comment thread and activity stream), the issue write
authorization responses in the server, and the shared copy contract that
both consume.

**Current behavior**

- An agent comment on a task the agent does not own looks the same as an
assignee comment.
- An `issue.updated` activity row states the verb only. It does not show
the field-level before and after values, the responsible user, or the
authorization reason.
- A refused write returns a short message such as an ownership error.
The message does not state which rule fired, who is able to perform the
action, or which alternative path is sanctioned.

**Proposed behavior**

- An agent comment on a task the agent does not own carries a chip that
reads "for {user}". The chip names the responsible user. Its tooltip
states that the author is not the assignee and cannot exceed that user's
permissions.
- Each `issue.updated` row shows a receipt: the changed fields with
before and after values, the responsible user, and the authorization
reason. This applies to board edits as well as agent edits.
- Each refusal states three things: the boundary that fired, who is able
to act, and the sanctioned path. The API error body and the in-app
notice use the same words, because both read one shared contract.

Related pull requests, found by searching this repository:

- Refs #10837 — merged. It added the default-open cross-task write rule,
the comment attribution data, and the per-run containment cap that this
pull request makes visible.
- Refs #10114 — open. It proposes a narrower authorization change in the
same area.
- Refs #7998 — open. It proposes append-only cross-assignee comments as
an alternative to opening writes.

## What Changed

- Adds `packages/shared/src/issue-write-denial.ts`. This is one copy
contract for eight ways an issue write can be refused: not visible,
responsible-user ceiling, responsible user unavailable, excluded actor
class, assignee run lock, per-run cross-task cap, missing run context,
and rejected attribution. Each entry names the boundary, who can act,
and the sanctioned path.
- Maps server authorization decisions onto that contract in
`server/src/routes/issues.ts` and
`server/src/services/cross-issue-influence-limit.ts`. The flattened
`error` string carries all three obligations, and `details.code` lets
the UI render the same words. The two cap codes keep the names they
already ship under.
- Adds `CommentAttributionChip`. It renders "for {user}" beside the
author name on agent comments where the author is not the assignee. It
renders nothing when no responsible user is recorded, so older rows stay
clean. It is wired into both `IssueChatThread` and the flagged
`TaskChatThread` redesign.
- Adds `IssueFieldChangeReceipt`. It renders the change receipt under
`issue.updated` rows in the activity stream. Ids resolve to agent and
user names where the directory is loaded. Server-truncated text is
labelled as a preview, so the receipt never implies that it shows a
whole value.
- Adds `IssueWriteDenialNotice`. It renders the shared copy in the app,
keyed off the denial events the server logs on a task.
- Adds a public `/ux-lab/cross-issue-collaboration` page. It renders all
three surfaces and their edge cases for review without a seeded thread.
This follows the existing `ux-lab` pages.

## Verification

Automated, all green:

```
pnpm --filter @paperclipai/shared exec vitest run src/issue-write-denial.test.ts        # 17 tests
pnpm --filter @paperclipai/ui exec vitest run src/components/IssueWriteDenialNotice.test.tsx \
  src/components/IssueFieldChangeReceipt.test.tsx src/components/CommentAttributionChip.test.tsx \
  src/lib/issue-change-receipt.test.ts src/lib/comment-attribution.test.ts                # 46 tests
pnpm --filter @paperclipai/server exec vitest run src/__tests__/cross-issue-influence-limit.test.ts \
  src/__tests__/issue-comment-attribution-audit-routes.test.ts \
  src/__tests__/issue-agent-mutation-ownership-routes.test.ts \
  src/__tests__/low-trust-red-team-routes.test.ts                                        # 98 tests
```

`tsc --noEmit` passes for the shared, ui, and server packages.

Manual, in a browser:

1. Start the UI only: `pnpm --filter @paperclipai/ui exec vite`.
2. Open `/ux-lab/cross-issue-collaboration`. No session is needed,
because `ux-lab` routes are public.
3. All three surfaces were captured at 1440x900 in light mode and dark
mode, and at 390x844. The page reported no errors.
4. The chip tooltip was opened by a hover and by a keyboard focus.

Rendering the page found defects that the tests had missed. Three copy
and contrast defects were fixed, and two of them are now pinned by a
test. A design review then found three layout defects, which are also
fixed: the denial notice orphaned its label when a value wrapped, the
receipt icon wrapped onto its own line at narrow widths, and the chip
tooltip was reachable by hover only.

## Risks

Low risk, and additive.

- Every new surface renders nothing when its data is absent. Comments
without a recorded responsible user show no chip, and activity events
without a receipt show no receipt, so existing rows do not change.
- No migration is included. The data these surfaces read already ships.
- The wire values of the two per-run cap denial codes are unchanged.
Only the human-readable text changes, plus six codes that had no
`details.code` before.
- The denial copy is read by agents as well as people. If wording must
change later, one shared module is the only place to change it.
- Roadmap check: this extends the completed "Activity log & action
attribution" area rather than duplicating planned core work.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context
window, extended thinking, with tool use and code execution. It ran as
an agent in Claude Code and drove a real browser to capture the review
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)
- [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 Opus 5 (1M context) <noreply@anthropic.com>
2026-08-04 23:02:51 -05:00
DottaandPaperclip 5858ccb981 feat: make in-app features cloud-aware (#10850)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the same board application in self-hosted and
Paperclip Cloud deployments.
> - A Cloud tenant contains one company, so an in-app company switch
does not change the active Cloud stack.
> - Cloud operators need the sidebar and company surfaces to use the
signed-in user's stack portfolio.
> - The server must derive Cloud identity and links from trusted
instance context instead of client input.
> - This pull request adds canonical Cloud context, a trusted stack
portfolio proxy, and Cloud-aware navigation.
> - The benefit is consistent stack switching on Cloud while self-hosted
company behavior stays unchanged.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: server REST routes and the React board UI.

**Problem or motivation**

A Cloud-managed instance contains one company. The existing company
switcher could only switch records inside that tenant. It could not move
the operator to another Cloud stack. The existing header also gave long
organization names too little width.

**Proposed solution**

Expose a canonical public Cloud context in health data. Add a trusted
server proxy for the current user's stack portfolio. Use that data in
the board UI to switch stacks with top-level navigation. Keep the
existing company behavior on self-hosted instances. Move search into the
navigation and keep long organization names inside the sidebar panel.

**Alternatives considered**

An in-app `/stacks` route was rejected because Cloud tenant hosts
reserve that path and stack selection must wake or authenticate another
tenant. Client-supplied user identity was rejected because the server
can derive the trusted Cloud actor.

**Roadmap alignment**

This change advances the Cloud deployments milestone. It keeps the
product local-first and Cloud-ready without changing the self-hosted
mental model.

## What Changed

- Added canonical Cloud instance context and public health metadata.
- Added a Cloud-only stack portfolio proxy with trusted actor forwarding
and per-user caching.
- Prevented normal company creation on Cloud-managed instances.
- Switched the sidebar and Companies page from company actions to stack
actions on Cloud.
- Added full-page stack navigation and Cloud create-stack links.
- Moved search into the sidebar navigation so the organization name
keeps more width.
- Added truncation and hover recovery for long organization and stack
names.
- Added server and UI regression coverage for Cloud and self-hosted
behavior.
- Updated the implementation specification for the Cloud contracts.

## Verification

- `node scripts/check-token-gates.mjs` passed. All three token gates are
clean.
- `pnpm --dir server exec vitest run src/__tests__/health.test.ts
src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts
src/__tests__/company-cloud-floor.test.ts
src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66
tests.
- `pnpm --dir ui exec vitest run
src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests.
- Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real
HTTP route factories and real Chromium screenshots in Cloud and
self-hosted modes.
- Security reviews passed for the canonical Cloud context and stack
portfolio proxy.

## Risks

- Cloud stack switching depends on the configured Cloud application and
tenant portfolio URLs.
- The new health `cloud` block is public by design, but it contains only
canonical public instance metadata.
- The stack proxy fails closed on self-hosted instances and derives the
user identity from the trusted actor.
- Self-hosted navigation and company creation retain their existing
paths and 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, model `gpt-5`. The run used reasoning, repository tools,
shell execution, and GitHub integration. The deployment did not expose
its context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-04 23:00:14 -05:00
678728f650 feat: maintained in_review review-path contract + stalled-review actions (#10675)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents move issues to `in_review` and rely on a "review path" (an
interaction, an approval, a monitor, or a named reviewer) to tell them
who decides next.
> - That review path can silently disappear. A user comment supersedes
the pending interaction, a monitor is exhausted, or a run ends without
restoring a path. The issue then sits in `in_review` with nobody
reviewing it and no visible action.
> - Such issues become invisible zombies. Nobody knows a decision is
owed, so the work stalls forever.
> - This pull request makes the review path a maintained invariant,
exposes a `reviewAttention` surface, and gives every stalled review
three inline actions in the UI.
> - The benefit is that an `in_review` issue always shows who reviews
it, or shows an amber "nobody is reviewing this" notice with one-click
Approve, Request changes, and Send back to work.

## Linked Issues or Issue Description

This pull request describes the problem inline. The tracking issue is
internal.

**Subsystem affected**

The review and attention loop that agents and humans share: the
`in_review` status, the `reviewAttention` surface, the /decisions
attention feed, and the issue-page review panel.

**Problem or motivation**

Agent-owned issues in `in_review` can lose their last review path. A
user comment supersedes the pending interaction. A monitor is exhausted.
A run ends without restoring a path. The issue then sits in `in_review`
with no reviewer and no visible action. It becomes an invisible zombie
and the work never progresses.

**Proposed solution**

Maintain the review path as a server invariant. Expose a
`reviewAttention` field that says what is under review, who decides, and
since when. Render a persistent review panel on the issue page and
inline actions on the /decisions feed. Keep human PATCHes into
`in_review` ungated, but record the requesting user so the panel never
renders empty.

**Alternatives considered**

A pure background auto-recovery sweep. This stays opt-in and is not
enough on its own, because it is invisible to the human. A bare status
banner. This is rejected, because it gives no action to resolve the
stall.

**Roadmap alignment**

This improves the core review and attention loop that both agents and
humans use every day.

## What Changed

- **Server — maintained review-path invariant:** when an issue enters or
sits in `in_review`, the server derives and persists a review path
(interaction, approval, monitor, or the requesting user) and recovers a
stale path with one bounded wake instead of leaving the issue pathless.
- **Server — `reviewAttention` surface:** a new field describes what is
under review (bound target with links), who decides, since when, and
whether the review is stalled. Stalled agent-assigned reviews are now
included in the attention feed.
- **Server — inline stalled-review decisions:** secured routes let a
permitted responder Approve (→ `done`), Request changes (→ `todo` + wake
carrying the note), or Send back to work (→ `todo` + wake) directly from
the attention feed.
- **Server — resume-intent wake:** an `in_review -> todo` transition now
wakes the assigned agent so a resumed review is not dropped.
- **Server — user-entry symmetry:** user PATCHes into `in_review` stay
ungated (no 422 for humans) and record the requesting user, who becomes
the named responder when no other path exists.
- **UI — review panel:** a persistent `IssueReviewPanel` renders above
the thread whenever status is `in_review`. The covered state shows the
bound target, responder, and outcomes and hoists the pending
interaction/approval card. The stalled state shows the amber notice plus
the three actions.
- **UI — decisions card actions:** the same three actions render inline
on the /decisions `AttentionQueueRow`.
- **UI — responsive fix:** the stalled action row stacks to full-width
buttons at phone width and returns to a horizontal row at `sm` and up.
New 390px stories capture the phone layout.

## Verification

- `cd ui && npx vitest run src/components/IssueReviewPanel.test.tsx
src/components/AttentionQueueRow.test.tsx src/lib/attention.test.ts
src/api/issues.test.ts` — 91 tests pass.
- Server suites added and updated: `issue-review-attention`,
`issue-stalled-review-decision-routes`, `review-path-recovery`,
`recovery-observability`, and related route/liveness tests (run by CI).
- A designer reviewed the UI at 390px and desktop in light and dark
themes on both the issue-page panel and the /decisions card. The stalled
action row stacks cleanly at phone width with no overlap and keeps the
horizontal row on desktop.

## Risks

- **Migration:** adds migration `0200` (next after master `0199`, no
renumber). It extends the agent-wakeup-requests schema and is additive.
- **Behavioral shift:** `in_review -> todo` now dispatches a wake. This
is intended (resume intent) and covered by tests.
- **Authz:** the inline decision routes are permission-gated. Only a
permitted responder sees and can trigger the actions.
- Overall risk is moderate and contained to the review and attention
loop.

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use and
code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-04 13:54:40 -05:00
ded813ad6f feat(interactions): add governed agent addressees (#10252)
## Thinking Path

> - Paperclip is the control plane that lets humans govern companies of
AI agents.
> - Issue-thread interactions are the structured handoff point for
confirmations, questions, suggested tasks, and other governed decisions.
> - Those interactions previously assumed that only board users could
resolve them, preventing one agent from explicitly addressing another
agent for a response.
> - Agent resolution needs company-level governance, auditable resolver
identity, safe terminal-state handling, and attention routing so
authorization is enforced server-side rather than inferred from UI
behavior.
> - This pull request adds governed agent resolution, withdrawal and
terminal expiry semantics, explicit agent addressees, lifecycle
reconciliation, and attention-feed filtering.
> - The benefit is that agents can participate in structured decisions
without weakening board control, company isolation, wake behavior, or
audit invariants.

## Linked Issues or Issue Description

### Subsystem affected

Issue-thread interactions across database, shared contracts, server
authorization/services, adapter callbacks, agent skill guidance, API
docs, and UI governance surfaces.

### Problem or motivation

Structured interactions were board-only, had no explicit agent
addressee, and lacked durable withdrawal/terminal-expiry semantics. That
made peer-agent decisions impossible to authorize and audit safely.

### Proposed solution

Persist requested/effective resolver policy and addressee identity,
enforce company governance and eligible agent resolution, reconcile
addressee lifecycle changes, expose withdrawal and terminal expiry, and
route attention to the intended active agent with board fallback.

### Alternatives considered

Implicitly authorizing the issue assignee or mentioned agents was
rejected as ambiguous and difficult to audit. Using comments alone was
rejected because it loses structured outcomes and continuation behavior.

### Roadmap alignment

Supports the ROADMAP direction for lightweight leadership-agent
communication that still resolves into governed decisions and work
objects.

### Additional context

Public GitHub issue/PR search found no duplicate implementation; open PR
search for interaction resolver governance and agent addressees only
returned this PR.

## What Changed

- Add company-scoped interaction resolver governance contracts and
persistence.
- Add requested/effective resolver policy, resolver identity,
withdrawal, and terminal-expiry behavior.
- Add explicit `addresseeAgentId` validation, authorization,
persistence, lifecycle reconciliation, API documentation, and skill
guidance.
- Route pending addressed interactions to the intended invokable agent
and fall back to board attention when that agent becomes ineligible or
is deleted.
- Preserve sandbox callback identity fields required by governed
resolution paths.
- Add migrations `0193` and `0194` plus route, service, attention,
adapter, CLI, and UI coverage.
- Add governance state and company settings UI, including responsive
mobile behavior and distinct withdrawn/expired audit presentation.

## Verification

- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed, including migration numbering and safety
checks.
- `pnpm test:run` — feature/server and UI workspace suites passed; one
unrelated CLI AWS doctor test observed injected static AWS credentials
and warned instead of passing.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts --project paperclipai` — 8 tests
passed, confirming the failure was environment-sensitive.
- `pnpm build` — passed.
- Latest rebased head `e24cece6be9f1877bdbac7691bcb44fd583c0161`
completed all GitHub CI jobs successfully.

## Risks

- Migrations add interaction and company-governance fields; numbering is
conflict-free on current `master`, additive statements are idempotent,
and migration safety checks pass.
- Agent authorization behavior expands beyond board-only resolution, but
defaults remain board-only and coverage exercises company boundaries,
resolver eligibility, lifecycle invalidation, wake behavior, withdrawal,
expiry, and attention fallback.
- Attention routing depends on current agent invokability;
reconciliation and read-time filtering prevent stale addressees from
retaining visibility or resolution authority.

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

## Model Used

- OpenAI Codex using `gpt-5.6-sol` with reasoning, terminal tool use,
code execution, Git/GitHub integration, and Paperclip control-plane
tools. Context-window metadata was not reported by the runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-04 12:51:06 -05:00
DottaandPaperclip 76f442040c fix(ui): follow managed sign-out redirects
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-03 22:34:14 -05:00
DottaandPaperclip 2a90933433 fix(ui): remove duplicate create-task loading status (#10756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create tasks from the board UI.
> - The create form must show clear progress while it submits.
> - The form showed the same pending state twice.
> - One copy also used the old term "issue" instead of the UI term
"task."
> - This pull request keeps the pending state in the submit button and
removes the duplicate status.
> - The benefit is a clearer form with consistent task language.

## Linked Issues or Issue Description

No matching public GitHub issue exists for this focused UI bug.

**What happened?**

The create-task form showed `Creating issue...` beside a submit button
that already showed `Creating...`. A low-trust notice in the same form
also used the old UI term `issue`.

**Expected behavior**

The submit button shows the pending state once. Visible UI copy uses
`task` for the work object.

**Steps to reproduce**

1. Open the create-task dialog.
2. Enter a task title.
3. Select **Create Task**.
4. Observe the duplicate loading status beside the pending button.

**Paperclip version or commit**

Reproduced from upstream `master` at
`2c90cf0f2c60d3851880eca3c643c01313af9ffd`.

**Deployment mode**

Local development build.

## What Changed

- Removed the duplicate loading status beside the create-task submit
button.
- Kept inline create errors in the dialog footer.
- Changed the low-trust notice from `issue` to `task`.
- Added a regression test for the single pending-state presentation and
`aria-busy` state.

## Verification

- `cd ui && pnpm exec vitest run src/components/NewIssueDialog.test.tsx`
— 24 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.

## Risks

- Low risk. The change only removes duplicate pending copy and updates
one UI term.
- The regression test keeps the submit button pending indefinitely to
verify its accessible loading state.

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

## Model Used

- OpenAI Codex, model ID `gpt-5`. The runtime did not expose the
context-window size. The session used reasoning, repository tools, and
code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-03 21:35:07 -05:00
DottaandPaperclip 8e7f1c03eb feat(decisions): improve desk triage and queue parity (#10785)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The decisions desk and queue help operators find work that needs a
human decision.
> - The current views use different grouping, sorting, and labels.
> - Repeated confirmation requests can also leave stale pending actions
in the queue.
> - Blocked-work attention can point at an intermediate issue instead of
the terminal blocker.
> - This pull request aligns the server contract and both user
interfaces.
> - The benefit is a smaller, clearer queue that ranks the decisions
with the largest impact.

## Linked Issues or Issue Description

Related PR: #10774

**What existing behavior does this improve?**

The decisions desk and queue currently use different triage rules. They
can show stale repeated confirmations and can rank blocked work by an
intermediate issue.

**Subsystem affected**

This change affects attention aggregation, issue thread interactions,
shared attention contracts, and the decisions user interface.

**Current behavior**

The desk uses a can-wait group that has no clear arrival meaning. The
queue has fewer controls than the desk. Repeated pending confirmations
remain actionable. Blocked-work rows do not always identify the terminal
actionable blocker.

**Proposed behavior**

Group desk items by arrival date, and reserve Decide now for explicit
due dates. Use one toolbar and shelf model on both pages. Supersede
older repeated pending confirmations. Aggregate blocked work under the
terminal actionable blocker and rank it by impact.

**Reason and benefit**

Operators get one consistent triage model. The badge reflects new and
overdue work. High-impact blockers move to the top. Duplicate
confirmation work no longer consumes attention.

**Breaking changes**

The attention summary field `decideNowCount` changes to
`deskBadgeCount`. Consumers must use the new field. Older repeated
confirmation interactions can now finish with the
`superseded_by_newer_request` outcome.

## What Changed

- Supersede older pending confirmation requests for the same issue and
record the mutation in activity history.
- Resolve blocked-work attention to actionable terminal blockers,
suppress live blocker trees, and rank rows by blocked-work impact.
- Group the decisions desk into New today and Earlier, and count new
plus overdue work in the desk badge.
- Share the decision toolbar and shelf components across the desk and
queue.
- Add queue grouping, sorting, filtering, aging, visible training
controls, and clearer recommendation copy.
- Add server, shared-contract, and user-interface tests for the new
behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run` (all
server, UI, CLI, shared, and catalog tests passed; one fixed five-second
DB timeout flaked under full-suite load)
- `NODE_ENV=test pnpm --filter @paperclipai/db exec vitest run
src/status-card-migrations.test.ts` (passed in isolation)
- `pnpm build`

## Risks

- The attention summary field rename requires synchronized consumers.
- Terminal-blocker traversal uses cycle and depth guards. A malformed
dependency graph can stop at the last safe node.
- The new arrival grouping changes which items contribute to the
decisions badge.
- Superseding repeated confirmations changes the terminal state of older
pending interactions.

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

## Model Used

OpenAI Codex with GPT-5. The runtime did not expose a dated model
snapshot 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>
2026-08-03 21:31:45 -05:00
9b9631b724 feat(ui): chat-style tasks polish — rich-text composer, attachment chips, live-turn interstitials, mobile layout (#10707)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators talk to their agents on the issue detail page. An
experimental "Chat-Style Tasks" view (#10606) makes that page read as a
conversation instead of a ticket form.
> - The first release of that view shipped with a plain-text composer,
no visible narration while an agent works, and a desktop-only layout.
> - Users write formatted replies, paste screenshots, and follow long
agent runs from their phones. The experimental view should support all
of that before it can graduate.
> - This pull request is the next iteration of the same experiment: a
rich-text composer with attachments, live-turn narration on the status
line, cleaner settled-turn history, and a mobile layout.
> - The benefit is a chat view that feels alive while the agent works
and stays readable after it finishes, on desktop and mobile, still fully
behind the existing opt-in flag.

## Linked Issues or Issue Description

Refs #49 (chat with agents is a much-wanted feature).
Refs #10606 (the merged first release of the experimental chat-style
task view; this PR iterates on it).

Related PRs found in the dedup search:
- #8228 — open PR that polishes the classic issue chat composer. It
targets the flag-off legacy path; this PR only changes the flag-on
experimental view.
- #10466 — merged blockquote-recovery fix in the shared MarkdownEditor.
This PR now reuses that editor inside the chat composer.

**What existing behavior does this improve?**

The experimental "Chat-Style Tasks" view on the issue detail page
(Settings → Experimental, `enableTaskChatRedesign`, default off).

**Subsystem affected**

UI (issue detail page, chat-style task view).

**Current behavior**

With the experiment enabled, the composer is a plain textarea with no
formatting, no attachment preview, and no mention support. While an
agent runs, the status line shows only a static label, and the agent's
narration text is hidden. Finished runs render one settled row per turn,
so a run with many short turns produces a long list of near-duplicate
"Worked" rows, and turns without a comment append at the bottom out of
order. On mobile, the desktop bounded-height thread makes the page
scroll poorly.

**Proposed behavior**

The composer uses the shared MarkdownEditor: markdown formatting,
mentions, image paste with thumbnail previews, and non-image attachment
chips. Sending posts on Cmd/Ctrl+Enter. While an agent runs, the status
line rotates playful status words and surfaces the agent's own narration
as short interstitial updates: each update holds for a minimum dwell, is
replaced only when superseded, and slides through a one-line viewport
with tokenized motion. Back-to-back settled turns coalesce into one
"Worked" row with summed durations and re-derived tool counts, and
comment-less settled turns insert chronologically at their run's start
time. On mobile, the thread renders in the document flow with window
auto-follow and a sticky safe-area composer; the desktop layout is
unchanged.

**Reason and benefit**

The chat view is only convincing if it feels like a conversation with a
working agent. Rich text and screenshots are table stakes for chat
input. Live narration gives moment-to-moment feedback without opening
transcripts. Coalesced history keeps long-running tasks readable. Mobile
support lets operators follow runs away from their desks.

**Breaking changes**

None. Every change is gated behind the existing `enableTaskChatRedesign`
flag, which is off by default. The flag-off page is unchanged.

## What Changed

- `TaskChatComposer` swaps its textarea for the shared `MarkdownEditor`:
markdown formatting, mentions, image paste with object-URL thumbnail
previews (revoked on clear and unmount), and posting on Cmd/Ctrl+Enter.
- Non-image attachments render as chips on a new shared
`ui/attachment.tsx` primitive (adds the `@base-ui/react` dependency it
builds on).
- New `status-whimsy.ts`: deterministic rotation of playful status words
on the live status line.
- Live interstitial narration: the transcript adapter tags agent
self-talk, and the live status line shows it as ephemeral one-line
updates with a ~4s minimum dwell, hold-until-superseded replacement, and
a slide transition driven by new `--motion-line-scroll` tokens
(cataloged in `motion-tokens.ts`, which a test keeps 1:1 with
`index.css`). Hover affordance applies only to the status line, with no
leading icon.
- Settled-turn history: `coalesceSettledTurns` merges back-to-back
settled agent turns into one "Worked" row (summed per-run durations,
tool counts re-derived from the merged turn); `assembleThreadItems`
inserts comment-less settled turns chronologically at run start instead
of appending them at the bottom; settled turns render tool rows only
(the separate thinking block component is removed).
- The "Worked" summary attaches to the reply timestamp row, and thread
timestamps are always visible.
- Mobile layout: the thread renders with `scroll={false}` in the page
scroll, a new `useWindowAutoFollow` hook keeps the window pinned to new
content, the composer is sticky with safe-area padding, and the editor
uses 16px text so iOS does not zoom on focus. The desktop bounded chain
is untouched.
- New `TaskChatDescriptionBubble` renders the issue description as the
first chat bubble, and `McpIcon` gives MCP tools a distinct icon.
- `IssueDetail.test.tsx` stubs `TaskChatThread`: the composer's
`@mdxeditor` dependency cannot load under jsdom's CSSOM, and the suite
exercises the flag-off path.

## Verification

- `pnpm check:token-gates` — 3/3 CLEAN.
- `node scripts/check-task-chat-motion.mjs` — OK (30 files scanned,
seams present).
- `cd ui && npx tsc -b` — clean.
- `cd ui && pnpm vitest run` — 3,482 of 3,483 tests pass locally. The
one failure is the `IssueProperties.test.tsx` monitor-row
time-formatting test, which is timezone-sensitive: it fails identically
on unmodified `origin/master` in a non-UTC timezone and passes with
`TZ=UTC`. It is not related to this change.
- Manual: enable "Chat-Style Tasks" in Settings → Experimental and open
an issue with an assigned agent. Comment to start a run: the status line
rotates status words and shows the agent's narration as short held
updates. After the run, consecutive turns fold into one "Worked" row
under the reply timestamp. Paste an image into the composer to see a
thumbnail chip; attach a non-image file to see a file chip; send with
Cmd+Enter. Open the same issue in a narrow viewport to see the
document-flow layout with the sticky composer.
- Visual snapshot baselines are intentionally not updated: per
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- The composer now loads the shared MarkdownEditor inside the chat view.
The editor is already used across the app (issue descriptions,
comments), so its behavior is well exercised; composer-specific handling
(paste, attachments, submit keys) is covered by new tests.
- The transcript adapter changes how live narration and settled turns
are derived from run logs. Malformed or legacy logs degrade to generic
rows rather than crashing, and the adapter suites cover the merge and
ordering rules.
- Object URLs for paste previews are revoked on send-clear and unmount
to avoid leaks; jsdom environments without `URL.createObjectURL` are
guarded.
- All changes are behind the default-off `enableTaskChatRedesign` flag.
Overall risk with the flag off is low.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5),
extended thinking enabled, agentic tool use (file editing, shell, test
execution) via Claude Code / Claude Agent SDK.

## 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 Fable 5 <noreply@anthropic.com>
2026-08-03 16:25:31 -07:00
18f391ef02 feat(ui): add shared workspace concurrency select to workspace policy editor (#10771)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The project workspace policy editor sets how agent runs share a
project's execution workspace.
> - The server now has a `sharedWorkspaceConcurrency` policy (Refs
#10759), but the UI had no control for it.
> - Users could not choose the concurrency mode without editing the API
directly.
> - This pull request adds a 3-option select (Auto / Serialize / Allow)
to the policy editor.
> - The benefit is that users set shared-workspace concurrency in the
UI, with clear helper text for each mode.

## Linked Issues or Issue Description

Refs #10759 (server contract this UI drives).

**Feature request**

- **Is your feature request related to a problem? Please describe.**
The `sharedWorkspaceConcurrency` policy field shipped on the server, but
the project workspace policy editor had no control to set it. Users
could not pick a concurrency mode from the UI.

- **Describe the solution you would like.**
Add a 3-option select (Auto / Serialize / Allow) to the
execution-workspace policy editor, with helper text that explains each
mode. An unset value must show as Auto.

- **Describe alternatives you have considered.**
A set of radio buttons was considered. A select matches the compact
style of the other controls in the same editor (environment, base ref).

## What Changed

- Added a "Shared workspace concurrency" select to the project
execution-workspace policy editor
(`ui/src/components/ProjectProperties.tsx`).
- The select offers three options with helper text:
- **Auto** (default): "Concurrent runs on local/SSH runners; runs take
turns in cloud sandboxes."
- **Serialize**: "Runs always take turns in the shared project
workspace."
- **Allow**: "Runs never wait for the workspace; concurrent edits are
possible."
- An unset or absent value shows as **Auto**. The UI writes a value only
after the user picks one, so the policy round-trips as Auto until then.
- Added a `SharedWorkspaceConcurrency` type import and a new
`execution_workspace_shared_concurrency` save-state key.
- Added a stateful Storybook story so the controlled select can be
exercised.

### Screenshots

**Before** (light / dark) — the editor had no concurrency control:

![before
light](https://pages.paperclip.ing/pap-16187-concurrency-select/before-light.png)
![before
dark](https://pages.paperclip.ing/pap-16187-concurrency-select/before-dark.png)

**After** (light / dark) — the select shows Auto by default:

![after
light](https://pages.paperclip.ing/pap-16187-concurrency-select/policy-editor-light.png)
![after
dark](https://pages.paperclip.ing/pap-16187-concurrency-select/policy-editor-dark.png)

**Helper text updates per option** (Serialize / Allow):


![serialize](https://pages.paperclip.ing/pap-16187-concurrency-select/concurrency-serialize-light.png)

![allow](https://pages.paperclip.ing/pap-16187-concurrency-select/concurrency-allow-dark.png)

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passes.
- `pnpm --filter @paperclipai/shared build` passes.
- Rendered the editor in Storybook (light and dark). The select shows
Auto when the policy is unset. Selecting Serialize or Allow updates the
helper text and the stored value.

## Risks

- Low risk. UI-only change. The control is additive and only appears
when isolated task checkouts are enabled. An unset value keeps the
current Auto behavior, so existing projects are unaffected.

## Model Used

- Claude Opus 4.8 (claude-opus-4-8), extended thinking, tool use / code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes
- [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 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-03 15:13:43 -05:00
DottaandPaperclip d5045d622c fix(ui): keep mobile unread dots from indenting task rows (#10691)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox helps operators scan task state on desktop and mobile
screens
> - Read and unread rows must keep the same title and status alignment
> - The mobile unread control was a flex item, so unread rows gained an
extra leading column
> - Moving the control out of flex flow fixes the indent, but the tap
target must stay inside clipped row containers
> - This pull request reserves one mobile gutter for both states and
overlays the unread control inside that gutter
> - The benefit is stable mobile alignment without clipping the control
or blocking the parent-row chevron

## Linked Issues or Issue Description

Related merged work: Refs #9383, Refs #9685, and Refs #9767.

**What happened?**

On mobile screens, an unread Inbox row placed the mark-as-read control
in the flex layout. The extra flex item moved the status and title to
the right. A first overlay position could also place part of the control
outside a row that clips overflow.

**Expected behavior**

Read and unread rows must use the same title and status positions. The
unread control must stay tappable inside the row. A parent-row chevron
must remain independently usable.

**Steps to reproduce**

1. Open the Inbox on a mobile viewport.
2. Compare read and unread rows with the same nesting depth.
3. Include an unread parent row with a collapse chevron.
4. Observe that the unread row content starts farther right than the
read row content.

**Paperclip version or commit**

The issue reproduced on the `master` parent of this pull request.

**Deployment mode**

Local dev (`pnpm dev`).

**Installation method**

Built from source.

## What Changed

- Reserve a mobile leading gutter whenever an Inbox row participates in
unread state.
- Position the mark-as-read control absolutely inside that gutter so it
does not add a flex column.
- Keep read and unread rows on the same mobile padding path.
- Keep the control inside overflow-clipping row containers and separate
from the parent-row chevron.
- Update the `IssueRow` regression test to verify absolute placement,
the internal gutter, and the absence of `order-first` layout.

## Verification

- `pnpm exec vitest run ui/src/components/IssueRow.test.tsx` — 16 tests
passed.
- `pnpm check:token-gates` — all token gates passed across 722 files.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — the general server shard passed 3,448 tests and the
UI shard passed 3,362 tests. The CLI shard had one host-environment
failure because inherited temporary AWS access-key variables changed an
AWS doctor assertion from `pass` to `warn`.
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY -u
AWS_SESSION_TOKEN pnpm exec vitest run
cli/src/__tests__/secrets.test.ts` — the affected file passed 8 tests in
an isolated environment.
- Mobile QA at 402 × 874 confirmed equal read/unread title positions, no
shift after marking a row as read, and an independently usable parent
chevron.

## Risks

- Low risk. The change affects only `IssueRow` mobile presentation and
its focused regression test.
- The main risk is breakpoint-specific placement. The component test
covers the responsive classes, and mobile QA covers the rendered
interaction.
- No API, schema, dependency, telemetry, or documentation contract
changes.

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

## Model Used

- OpenAI Codex based on GPT-5, with reasoning, repository tools, command
execution, and test execution. The runtime did not expose the exact
deployment ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run 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>
2026-08-03 10:20:04 -05:00
Devin FoleyandPaperclip 185515c97b fix(external-objects): refresh PR status labels (#10704)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue properties panel can show external objects such as GitHub
pull requests.
> - Those objects are resolved by external-object providers and then
displayed as compact status labels.
> - A GitHub pull request could remain in the fallback `unknown` state
and appear as `Not yet resolved`.
> - That label is confusing when the object is known but has not been
refreshed yet.
> - This pull request refreshes due external objects from the heartbeat
scheduler and improves the unknown-status copy.
> - The benefit is a properties panel that moves from pending refresh to
the real pull request state without a manual refresh.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug. I searched for related
public issues and pull requests using the terms `Not yet refreshed`,
`external objects refresh`, and `external PR status`, and did not find a
duplicate implementation.

**What happened?**

The issue properties panel could show a GitHub pull request as `Not yet
resolved` even when the referenced pull request was valid. The object
stayed stale unless a manual refresh path ran.

**Expected behavior**

A known external object should show pending-refresh copy while it waits
for provider data. When the scheduler refreshes it, the properties panel
should show the provider status such as open, merged, or closed.

**Steps to reproduce**

1. Create or view an issue that references a GitHub pull request.
2. Open the issue properties panel.
3. Observe the external object row before a manual refresh has run.

**Paperclip version or commit**

Current `master` before this pull request.

**Deployment mode**

Local dev and self-hosted server.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Not adapter-specific.

**Database mode**

Not database-related.

**Access context**

Board view.

**Privacy checklist**

I reviewed this description and did not include logs, credentials,
private URLs, internal issue IDs, or PII.

## What Changed

- Added a heartbeat scheduler tick that refreshes due external objects
for active companies.
- Kept manual external-object refresh behavior on the same service path.
- Changed display copy so known provider objects use liveness labels
such as `Not yet refreshed`, while fresh unknown provider statuses show
`Status unavailable`.
- Added server and UI tests for scheduled refresh and label behavior.

## Verification

- `corepack pnpm install --frozen-lockfile`
- `pnpm check:token-gates`
- `pnpm exec vitest run
server/src/__tests__/external-objects-service.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts
ui/src/components/ExternalObjectPill.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/lib/external-objects.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server build`
- `pnpm --filter @paperclipai/ui build`

- `pnpm run typecheck:build-gaps`
- GitHub PR checks passed on head `0e7fcd30`
- Greptile reported 5/5 on head `0e7fcd30` with no unresolved review
threads

Notes:

- I ran recursive typecheck and build first. Both hit container resource
limits with exit 137 during concurrent package work, so I reran the
affected server and UI targets separately.
- An unrelated workspace-runtime auto-port test fails in this container
with a PID ownership mismatch. It is outside the files changed here.

## Risks

Low to medium risk.

The scheduler does more periodic external-object work, so the main risk
is extra provider refresh load. The implementation bounds the work to
active companies, due non-terminal objects, and 50 objects per company
per tick. The path also stays behind the external-objects experimental
setting.

## Model Used

OpenAI GPT-5 Codex in the Codex execution environment, with shell and
GitHub CLI tool use. The runtime did not expose a more specific internal
model ID or context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 20:24:52 -07:00
scotttongandPaperclip 772fa98393 fix(ui): move IssueRow divider and hover wash to the row root (#10702)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Inbox and Tasks screens render issues as a vertical list of
`IssueRow` components
> - A recent refactor split `IssueRow` into a root `div` plus a full-row
overlay `Link`, and the divider and hover styles moved onto that overlay
> - As a result every row shows a bottom border and hover greys the text
instead of tinting the background
> - This pull request moves the divider and hover/selected wash back
onto the root row band and keeps only positioning on the overlay
> - The benefit is the list reads cleanly again: no stray dividers, and
hover tints the background behind the text

## Linked Issues or Issue Description

No public GitHub issue exists. Describing the bug in-PR (bug report):

**What happened**

- In the Inbox and Tasks list views, every row shows a 1px bottom
border, including the last row.
- Hovering a row dims/greys the row text instead of showing a background
tint behind the content.

**Expected behavior**

- List rows in Inbox and Tasks show no separator lines by default.
- Hover shows a subtle background tint behind the row content; the text
stays fully legible.
- The blocked inbox view keeps its intentional separators.

**Steps to reproduce**

1. Open the Inbox or Tasks list view.
2. Note the horizontal border under every row, including the last.
3. Hover a row and note the text greys out rather than the background
tinting.

**Root cause**

- PR #10526 restructured `IssueRow` from a single root `Link` into a
root `div` plus a full-row `absolute inset-0` overlay `Link` (to keep
header controls clickable). The divider and hover/selected/checklist
background classes moved onto the overlay `Link`. `last:border-b-0` no
longer matched (the Link is the first child of a multi-child div), and
the hover wash painted on top of the content instead of behind it.

**Paperclip version/commit**

- Base commit: `8b83d69e3` (branched from current `master`).

**Deployment mode**

- UI (web) list views: Inbox and Tasks.

## What Changed

- `ui/src/components/IssueRow.tsx`: moved the divider classes and the
hover/selected/checklist background wash from the overlay `Link` to the
root row `div`, so the tint paints behind the content and
`last:border-b-0` matches the real last row. The overlay `Link` now
keeps only `absolute inset-0` positioning and the focus ring. Renamed
the `hideDivider` prop to an opt-in `showDivider` (default `false`).
Kept `[&_button]:relative [&_button]:z-10` on the root so the Archive
button stays clickable above the overlay, and kept the `isArchiving`
collapse animation on the root row.
- `ui/src/components/IssuesList.tsx`: dropped the old `hideDivider`
usage (dividers are now opt-in).
- `ui/src/pages/Inbox.tsx`: dropped the old `hideDivider` usage.
- `ui/src/components/BlockedInboxView.tsx`: added `showDivider` so this
view keeps its separators.

## Verification

- `cd ui && npx tsc -b` — typecheck passes with the change.
- Manual (recommended for reviewer): in the Inbox and Tasks list views,
confirm no per-row bottom border and that the last row has none. Because
dark-mode `--border` is 10% white and near-invisible in screenshots,
assert the computed `border-bottom-width` on a row element rather than
eyeballing pixels.
- Hover a row: text stays legible; a background tint appears behind the
content.
- Inbox: the Archive button appears on hover and is clickable (the
overlay does not swallow the click).
- Blocked inbox view: separators still render.

## Risks

- Low risk. The change relocates existing Tailwind classes between two
elements of the same row and renames one internal prop; no data or API
surface changes. All `IssueRow` call sites were updated in this PR
(verified: no remaining `hideDivider` references).

## Model Used

- Claude, Opus 4.8 (`claude-opus-4-8`), extended thinking with tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] 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
- [ ] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [ ] 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>
2026-08-02 12:42:45 -07:00
Devin Foley 2ffebd4836 Test adapters in the environment a run would actually use (#10698)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents execute in environments — local, SSH, or sandboxes — resolved
at run time as agent environment → instance default → local
> - The Configuration page has a Test button that probes the adapter
(working directory, command, a model call) in the environment it will
run in
> - But the Test sent only the agent's own environment id, with no
instance-default fallback, so agents relying on the instance default
were probed on the Paperclip host instead
> - A sandbox image carrying an extra CLI then fails the Test with
"command not found" even though every real run would resolve to the
sandbox and succeed — the Test lies about a working setup
> - This pull request mirrors the run-time resolution in the Test call
via a small shared helper with tests
> - The benefit is that the Test button reports the truth about where
the agent actually runs

## Linked Issues or Issue Description

No existing public issue — inline description following the bug report
template:

**What happened?**

With the instance default environment set to a sandbox (whose image
includes the adapter CLI) and an agent that leaves its environment unset
("use instance default"), the Configuration page's Test fails with
`command not found` for that CLI.

**Expected behavior**

The Test probes the environment a real run would use — here the
instance-default sandbox, where the CLI exists — and passes.

**Steps to reproduce**

1. Set the instance default environment to a sandbox whose image carries
an adapter CLI not installed on the Paperclip host (e.g. `grok`).
2. Create a `grok_local` agent without selecting an environment.
3. Press Test on the agent's Configuration page → `command not found`,
while a real heartbeat run resolves to the sandbox and works.

**Paperclip version or commit**

Reproduced on `sha-53bcf38-cloud`-era master; root-caused in
`ui/src/components/AgentConfigForm.tsx` (`environmentId =
currentDefaultEnvironmentId || null`) versus the server's
`resolveExecutionWorkspaceEnvironmentId` (agent → instance default →
local).

## What Changed

- New `ui/src/lib/adapter-test-environment.ts`:
`resolveAdapterTestEnvironmentId` — agent environment first, else
instance default, else null (host probe) — documented as the mirror of
the server's run-time resolution.
- `AgentConfigForm` uses it in the Test mutation. The raw agent
environment id is now sent even when it points at the local environment:
the server already resolves the driver and probes the host for local, so
explicit-local behavior is unchanged, and the test-environment route's
remote paths (SSH/sandbox lease + custom-image template) engage exactly
as they do for the fallback environment.
- Tests pin the fallback (agent wins; instance default when agent unset;
null when neither).

Deliberately untouched: the onboarding wizard's adapter test still sends
no environment — during onboarding an instance default frequently
doesn't exist yet, and changing that flow deserves its own look.

## Verification

- `vitest run` on the new helper suite plus both `AgentConfigForm`
suites — 19 tests pass; `tsc` clean in `ui/`.
- Root cause verified against a live deployment: an agent with
`default_environment_id = NULL`, instance default = sandbox environment;
the Test posted `environmentId: null` and probed the host (no `Probing
inside environment: …` check in the result), which lacks the CLI that
the sandbox image carries.

## Risks

- Low. The change only widens which environment the Test probes,
matching run-time reality. Sandbox-backed tests boot a throwaway sandbox
(existing route behavior — lease, custom-image template,
archive-on-release), so Tests for instance-default-sandbox agents now
take sandbox-boot time instead of failing fast and wrongly.

## Model Used

Claude Fable 5 (`claude-fable-5`, extended thinking, via Claude Code
with tool use and code execution); diagnosis included live inspection of
a deployed instance's agent/environment configuration.

## 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
(helper doc-comment carries the rationale; no user-facing doc covers the
Test button)
- [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
2026-08-02 11:23:50 -07:00
0a09e4d975 feat(decisions): add desk workflow and retention (#10672)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Decisions desk shows work that needs a human decision
> - The queue foundation can group and rank decision work
> - Operators also need a focused daily view and a safe way to handle
old work
> - This pull request adds the desk controls, the aging shelf, and
reversible retention
> - It also binds bulk archive decisions to the exact reviewed item set
> - The benefit is a smaller daily queue without lost or orphaned work

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: server, UI, database, and shared contracts.

**Problem or motivation**

Decision work can grow into one large company list. Operators need quick
queue and date controls. Old items also need a safe retention path that
does not delete work.

**Proposed solution**

Add queue and date controls to the Decisions desk. Compute the aging
shelf on the server. Archive idle items after 90 days unless an operator
keeps them. Keep archived items searchable and revivable. Notify origin
agents in one batch per sweep. Bind bulk archive proposals to a signed,
exact item manifest.

**Alternatives considered**

Client-only aging can drift across browsers and source kinds. Deleting
old rows removes audit and recovery paths. An unsigned dynamic bulk
query can archive items that the reviewer did not inspect.

**Roadmap alignment**

This work supports the Work Queues and decision-memory directions in
`ROADMAP.md`. It extends the Decisions and attention-feed foundation
from #10651. Related earlier work includes #9380, #10010, and #10474.

## What Changed

- Added the queue rail, date chips, decide split, triage strip, queue
page, and aging shelf UI.
- Added server-owned shelf state with per-queue retention overrides.
- Added reversible retention state, archive history, and an idempotent
notification outbox.
- Added the 90-day archive sweeper, Keep exemption, archived feed query,
and revive actions.
- Added one origin-agent notification per agent and sweep.
- Added signed bulk archive proposals with exact-set and version checks.
- Persisted queue-exclusion reasons atomically and kept cross-domain
source resolution per-item until it has an exact-set transaction
contract.
- Added API contracts, OpenAPI entries, migration coverage, focused
tests, and Storybook screens.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408
files and 3,362 tests passed)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts`
- `pnpm build`
- `pnpm check:token-gates`
- Focused retention, attention, decisions, migration replay, startup,
and UI API tests.
- Complete queue snapshot regression with 51 items across the normal
50-item page boundary.

The unmodified CLI test reports one warning assertion in this runtime
because the harness injects static AWS credential variables. The
isolated test passes when those two variables are removed.

## Risks

- The migration adds retention and notification outbox tables. It uses
idempotent table, index, and foreign-key creation.
- Retention runs on the heartbeat scheduler interval. Compare-and-set
version checks prevent stale archive writes.
- Bulk archive acceptance fails closed when authority, activity,
version, or the reviewed set changes.
- Archive is reversible and does not delete source records.

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

## Model Used

OpenAI Codex with `gpt-5.6-sol`. The model used tool calls, code
execution, database migration generation, and test execution. The
context-window size is not exposed in this runtime.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-02 10:47:03 -05:00
dcac49a4fd feat(workspaces): defer isolated setup until runtime start (#10653)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Isolated workspaces give each task a safe and reproducible checkout.
> - The existing setup cloned the development database before an agent
needed to run the app.
> - This made worktree creation slower and heavier for tasks that never
start a service.
> - Runtime services already use one server start path for heartbeat,
operator, and startup recovery flows.
> - This pull request moves heavy setup to that start path and keeps
worktree creation lean.
> - The benefit is faster isolated workspace creation with the same
reliable runtime setup when a service starts.

## Linked Issues or Issue Description

Related pull request: #10652 covers the initial deferred
database-seeding slice. This pull request supersedes it with end-to-end
runtime provisioning and safe cleanup.

**What existing behavior does this improve?**

This improves isolated worktree creation, runtime service startup, and
isolated instance cleanup.

**Subsystem affected**

Cross-cutting: CLI worktree setup, server runtime orchestration, shared
workspace contracts, and development scripts.

**Current behavior**

Paperclip seeds an isolated development database during worktree
creation. It can also leave an isolated instance directory after
workspace teardown. This work happens even when no runtime service
starts.

**Proposed behavior**

Paperclip creates the worktree with a lean eager setup. It runs an
idempotent runtime provision command before the first managed service
spawn. Concurrent starts share one provision attempt. Teardown removes
the isolated instance safely.

**Reason and benefit**

Many agent tasks only edit and test code. They do not need a running
Paperclip instance. Deferring the database seed reduces workspace
startup cost while preserving automatic setup for tasks that start the
app.

**Breaking changes**

None. The new runtime provision command is optional. Existing workspace
behavior is unchanged when it is absent.

## What Changed

- Split Paperclip worktree setup into a lean eager script and an
idempotent runtime provision script.
- Added `runtimeProvisionCommand` to project, issue, realized workspace,
and persisted workspace contracts.
- Added a per-workspace provision mutex before local service spawn for
heartbeat, operator, and startup recovery flows.
- Added a persisted `provisioning` service state and the
`workspace_runtime_provision` operation phase.
- Kept provision time outside the service readiness timeout and made
failed attempts visible and retryable.
- Reclaimed isolated instance data during safe workspace teardown.
- Serialized deferred database seeding across processes and bound
teardown to the instance root captured in persisted workspace metadata.
- Added tests for config flow, concurrency, retry, no-op behavior,
readiness timing, scripts, CLI commands, and cleanup.
- Documented the eager and runtime provisioning contracts.

## Verification

- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` (server: 3,201 passed; UI: 3,345 passed; the CLI phase
exposed one environment-sensitive AWS doctor assertion because the agent
runtime injects static AWS credentials)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'`
- Focused runtime tests cover serialized provisioning, retry after
stderr failure, absent-command no-op behavior, operation logging,
persisted state order, and readiness timeout exclusion.
- Focused CLI and cleanup tests cover concurrent seed serialization,
stale-lock fail-closed behavior, persisted instance ownership, and
rewritten sibling pointers.

## Risks

- A faulty runtime provision script blocks service startup. Paperclip
records stderr, marks the service failed, and retries on the next start.
- Concurrent service requests share an in-process provision attempt,
while the seed command uses an atomic filesystem lock across processes.
A stale lock fails closed and requires an operator to verify no seed is
running before removing it.
- Isolated instance cleanup is destructive. The cleanup service
validates ownership and path containment before removal.

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

## Model Used

- OpenAI Codex, `gpt-5.6-sol`, with agentic reasoning, tool use, and
code execution. The service does not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-02 10:37:10 -05:00
DottaandPaperclip 30c49c8327 feat(decisions): add queues and prioritized attention feed (#10651)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source control plane for companies of AI
agents.
> - Operators use the attention feed to find decisions that need action.
> - The feed has eleven source kinds, but it has no durable queue or
triage state.
> - The feed also returns every item and lacks decision deadlines,
snooze state, and decision-focused ordering.
> - This pull request adds secure queue sidecars and enriches the
attention feed with triage data, filters, cursor pagination, and
decide-now ranking.
> - The benefit is a bounded feed that can show the most urgent
decisions first without weakening source visibility rules.

## Linked Issues or Issue Description

This pull request replaces the closed
[#10634](https://github.com/paperclipai/paperclip/pull/10634). It
combines that queue foundation with the dependent attention-feed change
as one review unit.

**Subsystem affected**

Database schema, shared contracts, server authorization and REST APIs,
and the UI attention client library.

**Problem or motivation**

The attention feed can contain hundreds of mixed decision items.
Operators cannot group them into durable queues, set a decision
deadline, snooze an item, or request a bounded page ordered by urgency.
The current client must download the full feed on each refresh.

**Proposed solution**

Store queue membership and triage state by stable attention identity.
Re-authorize each source during queue reads and writes. Enrich attention
items with queue, deadline, snooze, expiry, rule, and origin data. Add
activity and queue filters, opaque cursor pagination, decide-focused
ordering, and a decide-now count.

**Alternatives considered**

Adding queue fields to every source would duplicate schema and
authorization logic across eleven source kinds. Client-only filtering
and sorting would still transfer the full feed and would make pagination
unstable.

**Roadmap alignment**

This change improves the core decision-attention surface and operator
oversight. It does not implement the separate general-purpose work queue
milestone in `ROADMAP.md`.

## What Changed

- Added company-scoped queue, membership, triage, and append-only event
tables with actor and run provenance.
- Added queue CRUD, item membership, starter-rule discovery, and
decide-by and snooze endpoints.
- Kept source authorization on each queue mutation, read, and count.
- Added attention fields for expiry, rule, origin agent, queues,
decide-by attribution, and snooze state.
- Added activity date filters, queue filters, opaque cursor pagination,
and configurable page limits.
- Added decide-now ordering by deadline, expiry, severity, and activity.
- Added `decideNowCount` and excluded actively snoozed items from the
default feed.
- Updated the shared and UI client contracts.
- Added focused server, route, OpenAPI, and UI client tests.

## Verification

- `pnpm exec vitest run server/src/__tests__/attention-service.test.ts
server/src/__tests__/decision-queues-routes.test.ts
server/src/__tests__/openapi-routes.test.ts ui/src/api/attention.test.ts
ui/src/lib/attention.test.ts` (72 tests passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm -r --filter @paperclipai/db --filter @paperclipai/shared
--filter @paperclipai/server --filter @paperclipai/ui typecheck`
- `git diff --check origin/master...HEAD`

## Risks

- The migration adds four company-scoped tables and provenance foreign
keys. Migration numbering and safety checks pass.
- Attention reads can lazily create starter queues and memberships.
Inserts are idempotent, audited, and transactional.
- Cursor validity depends on the filtered feed. The API returns a clear
validation error when the cursor item no longer exists in that feed.
- Queue reads re-check source visibility. This favors correct
authorization over fewer queries.

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

## Model Used

- OpenAI Codex, model `gpt-5`. The runtime used agentic reasoning,
repository tools, code execution, and test execution. The runtime did
not expose the context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-01 20:37:39 -05:00
scotttongandClaude Fable 5 c185e64b77 feat(ui): chat-style task view behind an experimental flag (#10606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators spend most of their time on the issue detail page. They
talk to the assigned agent there through comments.
> - The current page reads as a ticket form. The thread sits below
properties, the composer sits mid-page, and live agent activity renders
as dense transcript logs.
> - Talking to an agent is a conversation. A chat-first layout matches
that mental model better than a ticket form.
> - A layout change this large must not disrupt current users. It needs
a safe opt-in path and full parity with the existing thread features.
> - This pull request adds a chat-style task view behind a new
"Chat-Style Tasks" experiment toggle. The flag is off by default and the
existing page is unchanged when it is off.
> - The benefit is a focused, readable conversation with the agent: live
tool activity folds into compact summaries, the composer stays at the
bottom, and properties, plan, and artifacts move into header tabs.

## Linked Issues or Issue Description

Refs #49 (chat with agents is a much-wanted feature).

Related PRs found in the dedup search:
- #4489 — an earlier, closed attempt to promote the conversation to the
primary surface on issue detail. This PR is a fresh, flag-gated take on
the same goal.
- #8837 — an open PR that proposes a two-column task layout. It
restructures the same page but keeps the ticket paradigm; this PR is
orthogonal because it is opt-in and chat-first.

**Subsystem affected**

UI (issue detail page).

**Problem or motivation**

The issue detail page presents agent conversations as a ticket:
properties first, thread below, composer in the middle of the page, and
raw transcript noise during live runs. Users who mainly converse with
their agents must scroll past chrome to follow the conversation, and
live activity is hard to read.

**Proposed solution**

An opt-in chat-style view of the issue detail page, gated by a new
"Chat-Style Tasks" experiment toggle in Settings → Experimental. With
the flag on, the thread fills the center pane, the composer docks to the
bottom of the viewport, Properties / Plan / Artifacts become header
tabs, live turns show a status pill with the current tool action and
elapsed time, and settled turns collapse to a "Worked · N tools" summary
that expands into per-tool rows. With the flag off, nothing changes.

**Alternatives considered**

Restyling the existing layout in place (rejected: too disruptive without
an opt-out), and a separate chat page beside the issue page (rejected:
splits the task's single source of truth). A per-request lab page
(`/task-chat-lab`, dev-only) was kept for design iteration instead.

**Roadmap alignment**

ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to
real work objects. This PR keeps the core task-and-comments model — it
only changes presentation, opt-in — so it does not duplicate that
planned work.

## What Changed

- New `enableTaskChatRedesign` instance setting, exposed as a
"Chat-Style Tasks" experiment card in Settings → Experimental (shared
feature catalog, validators, server instance-settings service, and UI
settings page).
- New `ui/src/components/task-chat/` component family: chat thread with
turn grouping, agent reply bubbles, live status pill, collapsible turn
summaries with per-tool rows, plan tab with a sticky CTA action bar,
inline interaction cards, per-request mode chips, and a bottom-docked
composer.
- A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs
and icons; the status pill, tool rows, and the classic transcript view
all use it.
- A transcript adapter converts stored run logs into chat turns; it
dedupes tool-call updates by `toolUseId` so tool counts match the
expanded rows, and it keeps a tool row's first real name when later
generic updates arrive.
- Composer: posts on Cmd/Ctrl+Enter, supports image paste with
object-URL thumbnail previews (revoked on clear/unmount), and uploads
through the issue attachments route.
- `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar,
the header is not sticky, and the chat fills the center; with the flag
off, the previous layout renders unchanged.
- Motion tokens for the new animations live in `ui/src/index.css` with a
`motion-tokens.ts` catalog and a test that keeps the two in sync (the
catalog now also covers the shared enter/exit/swap tokens that the
decision/quicklook block declares).
- A dev-only `/task-chat-lab` page with fixtures and a tweak panel for
motion tuning.

## Verification

- `pnpm typecheck` — clean across the workspace.
- `pnpm check:token-gates` — 3/3 CLEAN.
- `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The
one failure is `IssueProperties.test.tsx` monitor-row time formatting,
which is timezone-sensitive: it also fails on unmodified `origin/master`
in a non-UTC timezone and passes with `TZ=UTC`. It is not related to
this change.
- `cd server && pnpm vitest run
src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers
the new setting).
- Manual: start the dev server, open Settings → Experimental, enable
"Chat-Style Tasks", and open any issue. The thread fills the page, the
composer docks to the bottom, and Properties / Plan / Artifacts appear
as header tabs. Assign an agent and comment to watch a live run: the
status pill shows the current tool action with elapsed time, and the
finished turn folds into a "Worked · N tools" summary. Disable the
toggle and confirm the classic page is unchanged.
- Visual snapshot baselines are intentionally not updated: per
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- The flag-off path goes through the same `IssueDetail.tsx` file, so a
regression there would affect current users. Mitigation: the classic
markup renders through the same components as before behind explicit
flag conditionals, and the full UI suite passes.
- The transcript adapter interprets stored run-log formats, including
legacy entries without `toolUseId`. Malformed logs degrade to generic
tool rows rather than crashing.
- The new view changes no server behavior other than one additive
instance setting; it is additive and default-off. Overall risk with the
flag off is low.

## Model Used

- Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5),
extended thinking enabled, agentic tool use (file editing, shell, test
execution) via Claude Code / Claude Agent SDK.

## 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: Claude Fable 5 <noreply@anthropic.com>
2026-08-01 02:26:47 -07:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can currently perform many mutations directly, while humans
often need a durable review point before cross-issue or destructive
actions occur
> - Existing approvals and issue-thread interactions do not provide a
standalone, reusable object for presenting options, collecting typed
inputs, detecting stale targets, and auditing effect execution
> - The control plane therefore needs a first-class propose mode that
separates an agent's recommendation from the governed mutation it may
cause
> - This pull request adds Decisions v1 across the database, shared
contracts, server execution and telemetry, agent skill guidance, and
operator UI
> - The benefit is that agents can propose multi-option actions safely
while operators get explicit provenance, fail-closed execution,
per-effect results, and a focused attention workflow

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`.

### Problem or motivation

Agents need a governed way to propose consequential work without
immediately mutating issues, especially when one choice can affect
several issue trees. Existing approvals and issue-thread interactions do
not provide a standalone object with typed options, target snapshots,
effect-level authorization, expiration, execution outcomes, and reusable
attention-feed presentation.

### Proposed solution

Add first-class Decisions that store options and typed inputs, surface
open proposals in the operator attention feed, validate target freshness
and the origin-agent/operator authorization intersection at decision
time, execute a bounded set of auditable effects, and retain terminal
outcomes. Decisions v1 supports comments, status and assignee changes,
follow-up issue creation, blocker resolution, and issue-tree
cancellation, plus bundle grouping, expiration/dismissal, rule-key
telemetry, and agent-facing API guidance.

### Alternatives considered

- Extend approvals with arbitrary effects: rejected because approvals
represent governed yes/no actions and would become an unsafe generic
mutation envelope.
- Model every proposal as an issue-thread interaction: rejected because
decisions can span several targets and need independent lifecycle,
telemetry, idempotency, and effect results.
- Let agents perform the mutation and ask for retrospective review:
rejected because it removes the pre-execution governance boundary this
feature is meant to provide.

### Roadmap alignment

Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**,
**Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool
access)**, and **Activity History** by making explicit decisions,
authorization gates, auditable execution, and terminal outcomes
first-class control-plane objects.

### Additional context

This does not replace existing approvals or issue-thread interactions,
and it does not add an unrestricted generic mutation effect.

## What Changed

- Added company-scoped decision, option, target, and effect-execution
schema plus migration and shared TypeScript/Zod contracts.
- Added decision routes and services for propose, list/get, decide,
dismiss, cancel, target freshness checks, authorization intersection,
idempotency, activity logging, and execution auditing.
- Added rule-key decision telemetry and attention-feed metadata so open
decisions are visible and measurable.
- Added agent skill documentation for proposing and resolving decisions
through the Paperclip API.
- Added the Decisions UI: API client, query keys, inline attention
resolver, bundle grouping, target-issue strip, terminal history,
destructive confirmation, and per-effect result rendering.
- Added server service coverage, DecisionCard state tests, and Storybook
stories for the supported visual states.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated
cross-suite cleanup-order failure in
`heartbeat-responsible-user-invariant.test.ts`; the failing file passes
in isolation (`6/6`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/DecisionCard.test.tsx` — passed (`9/9`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/authz-existence-oracle-guard.test.ts
src/__tests__/openapi-routes.test.ts` — passed (`5/5`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts` — passed (`16/16`).
- `pnpm --filter paperclipai exec vitest run
src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`).
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
paperclipai typecheck` — passed.
- `pnpm build` — passed.
- Rebased-head focused suite — passed (`6` files, `88` tests): shared
decision contracts, Decisions service, OpenAPI routes, startup feedback
export, DecisionCard states, and attention helpers. The follow-up
stale-secondary-target regression passes in the DecisionCard suite
(`10/10`).
- Rebased-head scoped typechecks — passed for `@paperclipai/shared`,
`@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`.
- Rebased-head migration numbering and safety checks — passed after
renumbering the additive migration to `0193` and making it replay-safe
for environments that applied the earlier feature-branch number.
- `pnpm check:token-gates` — passed with all gates clean.
- GitHub PR workflow and Greptile review for
`1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the
stale-secondary-target fix and PR metadata refresh on July 27, 2026.
- `pnpm --filter @paperclipai/ui build-storybook` exposes an existing
Storybook version mismatch (`storybook` 10.4.6 vs
`@storybook/addon-docs` 10.5.0); Decisions stories were validated with
the docs addon temporarily disabled and the tracked config remains
unchanged.

## Risks

- **Migration:** Adds replay-safe migration `0193`; migration numbering
and safety checks pass. The new tables and indexes are additive.
- **Authorization:** Effect execution intersects the proposing agent's
permissions with the responsible user context and fails closed; mistakes
could reject a valid proposal rather than silently over-authorize it.
- **Concurrency:** Target snapshots and idempotency keys protect against
stale or duplicate execution, but reviewers should focus on mixed-effect
partial outcomes and retry behavior.
- **UI:** Decisions are integrated into the existing attention feed
rather than a separate navigation surface, reducing routing risk but
increasing the importance of attention-item metadata compatibility.

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

## Model Used

- OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review
fixes, and verification; repository tools and code execution were
enabled, and context-window size is not exposed in this runtime.
- Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions
UI implementation, as recorded in the relevant commits.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:17:02 -07:00
71231dfa38 feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators need an audit record of agent actions across tasks,
comments, documents, approvals, and runs
> - The permission-gated audit read API provides that record, but
operators cannot inspect it in the product
> - A readable UI must preserve company boundaries, server-side
permission decisions, and redaction
> - Audit exports must also be safe to open in spreadsheet software and
must record the export itself
> - This pull request adds company and per-agent audit views plus a
guarded CSV export
> - The benefit is a searchable, filterable, and reviewable agent action
history with direct links back to work

## Linked Issues or Issue Description

**Feature.** This change adds the frontend and CSV export for the agent
action audit log.

Refs #9731 and #9735.

- Problem: agent actions are recorded, but operators have no readable
product surface to inspect or export them.
- Solution: add a company audit page and a per-agent Audit tab that use
the permission-gated audit API.
- Alternative: build a separate plugin-only surface. This was rejected
because the existing permission model already supports a unified,
server-authoritative view.

This pull request targets the audit epic branch, which contains the
merged #9735 audit API.

## What Changed

- Added a company Audit page and sidebar entry.
- Added a per-agent Audit tab with a fixed agent filter.
- Added filters for agent, responsible user, action domain, entity type,
and date range.
- Added task and run links, responsible-user context, cursor pagination,
and readable action text.
- Added a permission-denied Enterprise card for callers without
`audit:view_agent_actions`.
- Added a CSV export that is permission-gated, capped, self-audited,
CSV-escaped, and protected against spreadsheet formula injection.
- Preserved the merged audit API cursor validation, redaction, and
sub-millisecond pagination behavior.

## Verification

- `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6
passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with
embedded PostgreSQL.
- `pnpm -r typecheck` — passed across all workspaces.
- `pnpm build` — passed across all workspaces.
- `pnpm test:run` — all completed shards passed except one
environment-sensitive CLI assertion caused by injected static AWS
credential variables; the exact test passes 8/8 with those variables
unset.
- Manual Chromium QA exercised the populated feed, active filters,
permission-denied card, per-agent tab, and CSV export.

## Screenshots and Manual QA

- [All audit states exercised in
Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001)
- [Detailed browser report and per-agent tab root
cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061)

The per-agent redirect defect found during QA is fixed in this branch.

## Risks

Low to moderate risk. The UI and export route are additive and use the
existing company-scoped permission gate. The main risks are large
exports and spreadsheet interpretation. The export is capped at 10,000
rows, records truncation accurately, and prefixes formula-like cells as
text. There are no schema changes or migrations.

> 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

- Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use,
and code execution produced the original implementation.
- OpenAI Codex, GPT-5 (deployment ID and context window not exposed),
reasoning, tool use, code execution, browser-test orchestration, and
GitHub review tooling repaired and verified the pull request.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:09:13 -07:00
DottaandPaperclip b1ac92f305 fix(ui): recover blockquotes the markdown editor escaped as backslash-gt (#10466)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The web UI uses one shared markdown editor for comments, issue
descriptions, and documents.
> - Users type `>` at the start of a line to insert a blockquote.
> - The live editor shortcut does not always run in every browser and
input method.
> - The markdown exporter then changes the leading `>` to `\>` and saves
literal text.
> - The saved text does not render as a blockquote.
> - This pull request restores the blockquote marker when markdown
enters or leaves the editor.
> - The benefit is reliable blockquote insertion on every surface that
uses the shared editor.

## Linked Issues or Issue Description

No public GitHub issue exists.

Related prior attempt: #10465.

**What happened?**

The shared markdown editor sometimes saved a blockquote as literal text.
This happened when the live shortcut did not run. The exporter saved `\>
text`, which rendered as literal `> text`.

**Expected behavior**

A line that starts with `>` must render as a blockquote in comments,
issue descriptions, and documents.

**Steps to reproduce**

1. Open a task comment composer, description editor, or document editor.
2. Add `> ` to an existing line, or use an input method that does not
run the live shortcut.
3. Save the content.
4. Observe that the saved line renders as literal text instead of a
blockquote.

**Paperclip version or commit**

`master` at `78f8c6c3d4`.

**Deployment mode**

Self-hosted server.

## What Changed

- Add `unescapeBlockquoteMarkers()` to restore block-level `\>` markers.
- Keep indented code, list content, nested content, and fenced code
unchanged.
- Apply the helper when markdown enters and leaves `MarkdownEditor`.
- Add focused tests for line position, indentation, container prefixes,
and CommonMark fence rules.

## Verification

- `pnpm exec vitest run ui/src/lib/blockquote-markdown.test.ts` passes
with 22 tests.
- `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx`
passes with 37 tests.
- `pnpm --filter @paperclipai/ui typecheck` passes.
- `pnpm check:token-gates` passes.
- `git diff --check origin/master...HEAD` passes.
- A browser harness used the real `MarkdownEditor` and `IssueChatThread`
composer. It confirmed that `> text` renders as a blockquote and exports
as `> text`.
- The [Cutter
preview](https://github.com/paperclipai/paperclip/pull/10466#issuecomment-5140558263)
supplies a task-page screenshot and an editor interaction video.

## Risks

- Low risk. The helper returns the input unchanged when it contains no
`\>`.
- A paragraph that deliberately starts with literal `\>` now becomes a
blockquote. The editor has no literal-marker control, so this matches
the available input behavior.
- There are no database, API, or migration changes.

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

## Model Used

- Anthropic Claude Opus 4.8 (`claude-opus-4-8`, 1M context), extended
thinking, with tool use and code execution.
- OpenAI Codex with GPT-5 (`gpt-5`; runtime build and context-window
metadata were not exposed), with reasoning, tool use, code execution,
and GitHub review 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 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 (none
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>
2026-07-31 18:52:42 -07:00
TonioandClaude Opus 5 492555aaf9 design(decisions): flatten decision cards to two task-borrowed types (#10474)
The Decisions queue ran five parallel colour/icon vocabularies chosen by
source kind, plus a separate severity badge, so two rows needing the same
response could look unrelated and none of it matched the task list.

Every row now resolves to one of two kinds, each borrowing the task status
it corresponds to: blocking renders as `blocked`, review as `in_review`,
both through StatusGlyph and the existing --status-task-icon-* tokens.
Source kinds keep their own wording; only colour and icon merge.

Card anatomy follows the design mock: no left accent rail, rounded cards
16px apart, a "/"-separated meta breadcrumb, a named See more / See less
control, and no separately tinted drawer when expanded. Verb order is
fixed across both states. Severity moves from chrome to a toolbar filter.

Four defects fixed along the way:
- blocked rows reported themselves as their own blocker (server-side)
- the task key was missing wherever the row's subject IS the task
- the task quicklook stuck open, because closing handed focus back to a
  trigger that opens on focus
- the card ring appeared on click, and only on cards with a toggle

Also: the standard task preview is aligned to its trigger's text and
scales out of it, the task eyebrow renders its project as a tile, and the
first motion tokens land alongside the disclosure and crossfade.

Supersedes #9574 and #9575.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-31 18:43:40 -07:00
Devin Foley 90ead239a8 feat(ui/server): name cross-company environment secret refs instead of calling them missing (#10577)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environment configs (sandbox providers, SSH) can bind stored company
secrets through `format: "secret-ref"` fields, picked in the environment
editor's secret picker
> - Environments are instance-scoped and shared by every company on an
instance, but the picker lists only the current company's secrets, so a
ref pointing at another company's secret renders as "Missing secret (…)"
in destructive styling
> - That state is indistinguishable from a genuinely deleted secret, so
operators "fix" a healthy binding by creating a duplicate secret in
their own company — the exact sequence that used to corrupt bindings
before #10576
> - This pull request adds an instance-gated metadata endpoint for an
environment's secret refs and teaches the picker to name a cross-company
secret and its owner honestly
> - The benefit is that operators can tell a healthy cross-company
binding from a broken one, and stop creating duplicate secrets

## Linked Issues or Issue Description

**Is your feature request related to a problem? Please describe.**

In the environment editor, a secret-ref field that points at a secret
owned by a different company shows "Missing secret (22095402…)" in red,
with "The previously selected secret is no longer available. Pick
another or remove the binding." The binding is actually healthy — the
current company's picker just cannot list the other company's secrets.
Operators react by creating a duplicate secret and re-pointing the
field.

**Describe the solution you'd like**

The editor should know the referenced secret's name, status, and owning
company (metadata only, never the value) and present a cross-company ref
neutrally, a deleted secret as deleted, and only an unknown id as
missing.

Related: #10576 (fixes the binding corruption this UI state used to
trigger).

## What Changed

- New `GET /environments/:id/secret-refs` returns `{ refs: [{
configPath, secretId, name, status, companyId, companyName }] }` for the
environment's config-derived secret refs. Values are never returned. The
route sits behind `assertCanAccessInstanceEnvironments`, the same gate
as environment editing.
- New `secretService.describeSecretRefs` loads that metadata across
companies; unknown ids are omitted.
- `SecretBindingPicker` reads an optional `SecretRefHintsContext` (keyed
by secret id). With a hint, a ref the company list cannot show renders
as `NAME — Owning Company` with neutral styling and the note "Owned by
the … company. The binding keeps working; selecting a secret from this
list re-points it here." A hint with `status: "deleted"` reports the
secret as deleted. Without hints, behavior is byte-identical to before —
agent editors and other picker users are unaffected.
- `CompanyEnvironments` fetches descriptors for the environment being
edited and provides them through the context.

## Verification

- `cd server && pnpm vitest run src/__tests__/environment-routes.test.ts
src/__tests__/secrets-service.test.ts` — new endpoint happy path, agent
403 (descriptors never computed), and embedded-Postgres coverage proving
cross-company names resolve and unknown ids drop out.
- `cd ui && pnpm vitest run src/components/SecretBindingPicker.test.tsx
src/components/JsonSchemaForm.test.tsx
src/pages/CompanyEnvironments.test.tsx` — hinted cross-company
rendering, hinted deleted secret, and unchanged no-hint fallback.
- `pnpm run typecheck` in `server` and `ui`.
- Manual: edit an environment whose secret-ref field references another
company's secret; the field names the secret and its owning company
instead of "Missing secret".

## Risks

- The endpoint exposes secret names and company names across companies
to instance-level environment editors. Those actors already manage
instance-shared environments (and instance admins are implicit members
of every company), so this reveals no secret material and no new reach;
the service method documents that callers must sit behind an
instance-level gate.
- UI change is additive and context-gated; pickers without a provider
render exactly as before.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — extended
thinking, agentic tool use (file edits, vitest/tsc runs). No other
models involved.

## 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
2026-07-31 16:46:26 -07:00
Evyatar Bluzer 54e2031e87 fix(ui): accessibility and cleanup for IssueWorkspaceCard copy button (#1832)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI shows the workspace attached to an issue in
`ui/src/components/IssueWorkspaceCard.tsx`
> - That card renders values such as the branch name and the workspace
path through a small `CopyableInline` component, each with an icon-only
copy button
> - The button has a `title` attribute only. Screen readers do not
announce `title` reliably. A screen reader user hears no useful name for
the button, because the button contains an icon and no text
> - The button also starts a 1.5 second `setTimeout` to reset its
"copied" state. Nothing clears that timer. If the card unmounts first,
the callback sets state on an unmounted component
> - This pull request adds a dynamic `aria-label` to the button and
clears the timer in a `useEffect` cleanup
> - The benefit is a copy control that assistive technology can
announce, and no stray timer after the card unmounts

## Linked Issues or Issue Description

No existing GitHub issue covers this. The problem is described below
with the fields from
[`bug_report.yml`](.github/ISSUE_TEMPLATE/bug_report.yml).

**What happened?**
Open an issue that has a workspace attached. Tab to the copy button next
to the branch or the workspace path in the workspace card. The screen
reader announces an unlabeled button, because the button holds only a
lucide `Copy` icon and a `title` attribute. Separately, copy a value and
navigate away within 1.5 seconds. The pending `setTimeout` then calls
`setCopied(false)` on an unmounted component.

**Expected behavior**
The copy button has an accessible name that says what it copies, and the
name changes to confirm the copy. The reset timer is cleared when the
component unmounts.

**Steps to reproduce**
1. Run the app locally with `pnpm dev`.
2. Open an issue that has a workspace attached, so `IssueWorkspaceCard`
renders.
3. Turn on a screen reader (VoiceOver, NVDA).
4. Tab to the copy button next to the workspace path or the branch name.
The button has no useful accessible name.
5. Click the copy button, then navigate away from the issue in under 1.5
seconds. The reset timer is still pending.

**Paperclip version or commit**
Reproducible on `master` at this pull request's base commit.

**Deployment mode**
Local dev (pnpm dev).

Related pull request, not a duplicate: #3531 makes copy-to-clipboard
buttons work in non-secure contexts. That pull request changes the
clipboard write path. This one changes the button label and the timer
cleanup, so the two do not overlap.

## What Changed

- Added an `aria-label` to the `CopyableInline` copy button in
`ui/src/components/IssueWorkspaceCard.tsx`. The label reads `Copy
<label>` (for example "Copy branch"), falls back to `Copy value` when
the component gets no `label` prop, and changes to `Copied to clipboard`
after a copy.
- Added a `useEffect` cleanup that calls
`clearTimeout(timerRef.current)` on unmount, so the 1.5 second reset
timer cannot fire after the component unmounts.

## Verification

- CI is green on this pull request.
- Static check: `pnpm -r typecheck`.
- Test suite: `pnpm test`.
- Manual, screen reader: open an issue with a workspace, tab to the copy
button next to the path or the branch, and confirm the announcement is
"Copy path" or "Copy branch". Activate the button and confirm the
announcement changes to "Copied to clipboard".
- Manual, timer: click the copy button and navigate away from the issue
immediately. Confirm the console shows no unmounted-component state
update.

## Risks

Low risk. The change adds one ARIA attribute and one unmount cleanup in
a single presentational component. No behavior changes for mouse users,
no API or schema change. `clearTimeout(undefined)` is a no-op, so the
cleanup is safe when the user never copied.

## Model Used

- Anthropic Claude Opus, model ID `claude-opus-4-6`, 200K context
window, extended thinking enabled, with tool use for file edits.
- Recorded by a maintainer while bringing this description up to the
current template. The original description predates the Model Used
requirement, so the author did not state a model. Author: please correct
this line if the model was different.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] 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 checklist: no test or documentation change applies to a
two-line ARIA and cleanup fix in one component. The Greptile box stays
unchecked until the current review round closes.
2026-07-31 16:15:18 -05:00
Evyatar Bluzer 2137f85e1d fix(ui): correct Last checked timestamp in workspace close dialog (#2179)
## Problem

In the ExecutionWorkspaceCloseDialog, the "Last checked" timestamp was
using \`new Date()\` which show the current render time, not when the
readiness check API call actually completed.

\`\`\`tsx
Last checked {formatDateTime(new Date())} // always NOW
\`\`\`

This mean every time React re-render the component (which happen
frequently), the timestamp update to the current moment. User see "Last
checked 2:45:30 PM" and think the check just ran, but actually it might
have ran 30 seconds ago. The timestamp is lying.

## What I changed

Changed from \`new Date()\` to \`new
Date(readinessQuery.dataUpdatedAt)\` which is the actual timestamp from
React Query tracking when the API response was last received.

\`\`\`tsx
Last checked {formatDateTime(new Date(readinessQuery.dataUpdatedAt))} //
actual check time
\`\`\`

Now the timestamp accurately show when the close readiness check was
performed. It stay stable between re-renders until the query actually
refetch.

## How to test

1. Open an execution workspace > click Close button to open the dialog
2. The "Last checked" timestamp should show when the API call completed
3. Wait a few seconds - timestamp should NOT update (it's the query
time, not render time)
4. Click "Recheck" or trigger refetch - timestamp should update to new
fetch time

1 file, 1 line changed.
2026-07-31 15:54:23 -05:00
DottaandPaperclip bec04da2c2 fix(ui): make task header status and priority controls interactive (#10526)
<!-- 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
> - Operators use the task page header to read and change task state
> - The status and priority icons already had picker logic, but the
compact triggers were not semantic controls
> - This made pointer and keyboard interaction unreliable in the task
header
> - This pull request makes both compact icon triggers real buttons and
keeps the existing picker behavior
> - The benefit is that operators can change status and priority
directly from the header with pointer or keyboard input

## Linked Issues or Issue Description

### Subsystem affected

`ui/` — React + Vite board UI.

### Problem or motivation

The compact status and priority icons can receive change handlers, but
their popover triggers are plain icon elements. They do not provide a
reliable click target, keyboard focus, or control label. Operators need
to change both values directly from the task header.

### Proposed solution

Use semantic button triggers in the shared status and priority
components. Keep the existing API update wiring and picker options. Keep
task-row navigation links separate from editable row controls. An
operator can select either icon, open its picker, and choose a new task
status or priority.

### Alternatives considered

A task-page-only wrapper would duplicate control behavior. Moving the
controls would also change the page layout. The shared components
already own the picker behavior, so a shared trigger fix is smaller and
more consistent.

### Roadmap alignment

This is a focused board UI usability and accessibility fix. It does not
duplicate a planned roadmap feature.

### Additional context

The task page already passes change handlers to these shared components.
This change makes that existing path interactive and accessible.

## What Changed

- Added semantic button triggers for compact and labeled status
controls.
- Added semantic button triggers for compact and labeled priority
controls.
- Added accessible current-state labels and keyboard focus styles.
- Separated issue-row navigation links from row controls to avoid nested
interactive elements.
- Added real popover interaction coverage and row semantics regressions.
- Added task-page regression tests for update requests.

## Verification

- Focused task-header and row suites passed with 131 tests.
- The final row, inbox, and picker regression suites passed with 83
tests.
- `pnpm --filter @paperclipai/ui exec tsc -b --force` passed.
- `pnpm run typecheck:build-gaps` reproduced the CI typecheck before the
fix. The forced UI build passed after the fix.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `pnpm test:run` completed the server and UI partitions. One unrelated
CLI AWS doctor assertion saw injected static AWS credentials and
returned `warn` instead of `pass`. The exact test passed after those two
environment variables were removed.
- `git diff --check origin/master...HEAD` passed.
- All latest-head GitHub checks passed, including both e2e shards.
- Greptile passed at the required threshold with zero open review
threads.

## Risks

- The shared issue-row DOM now uses a full-area navigation link beside
native action buttons.
- Existing visual layout, pointer navigation, keyboard navigation, and
action behavior remain covered by row, inbox, and list tests.
- Read-only status and priority icon uses are unchanged.

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

## Model Used

- OpenAI Codex with the `gpt-5` model. The runtime did not expose its
context window size. The agent used reasoning, repository tools, code
execution, and GitHub CLI integration.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-31 10:49:35 -07:00
b4a7a12985 feat: make recovery updates quieter (#10542)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The recovery subsystem restores work after an agent run stops or
loses state
> - Recovery notices currently use the same visual weight as normal work
comments
> - Recovery agents can also post long narratives that obscure the
useful hand-off
> - The server must identify recovery output because agents cannot set
presentation controls
> - This pull request adds compact recovery notices, structured action
references, and brief recovery prompts
> - The benefit is a quieter issue thread that still keeps recovery
state inspectable

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: `server/`, `packages/shared`, and
`packages/adapter-utils`.

**Problem or motivation**

Recovery notices and recovery-run comments can dominate an issue thread.
Operators must scan routine recovery narration before they find the work
hand-off.

**Proposed solution**

Give routine recovery output a compact system-notice presentation.
Derive the presentation on the server so agents cannot hide arbitrary
comments. Keep the successful missing-state summary fully visible
because that comment is the recovery deliverable.

**Alternatives considered**

The UI could detect recovery text. That approach is fragile and does not
provide structured action references. Agents could also set presentation
directly, but that would weaken the current board-only security
boundary.

**Roadmap alignment**

This change refines the completed “Self-healing runs & automatic
recovery” and “Enforced Outcomes” roadmap areas. It does not add a
competing roadmap capability.

**Additional context**

The scope covers shared comment validation, server recovery notices,
agent-comment derivation, and recovery prompt text. No database
migration is needed because presentation data already uses JSON.

## What Changed

- Add the `compact` issue-comment presentation density to shared
constants, types, and validation.
- Give recovery escalation, waiting, and in-place notices compact titles
and structured recovery-action metadata.
- Use recovery-action metadata for notice deduplication, with the legacy
text marker as a compatibility fallback.
- Derive compact presentation for comments from recovery-scoped runs
while preserving the board-only presentation boundary.
- Keep successful missing-state recovery summaries fully visible.
- Ask recovery participants to record outcomes in `resolutionNote` and
keep source-issue comments brief.
- Add shared, route, service, and prompt tests for the new behavior and
exceptions.

## Verification

- `pnpm -r typecheck`
- Focused Vitest coverage: 320 tests passed across shared validators,
adapter prompts, issue comments, recovery actions, and heartbeat
recovery.
- Full server phase: 292 files passed, 3,094 tests passed, and 2 tests
skipped.
- Full UI phase: 386 files passed and 3,182 tests passed.
- `pnpm build`
- Known master baseline: `cli/src/__tests__/secrets.test.ts` expects
`pass`, but the current implementation returns `warn` when strict secret
mode is disabled for Postgres. This branch does not change CLI secrets
code.

## Risks

- Low migration risk. The presentation column is JSON and needs no
database migration.
- Recovery-run detection depends on the persisted run context snapshot.
- Structured metadata becomes the primary deduplication key. The
existing body marker remains as a fallback for older comments.

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

## Model Used

- OpenAI Codex with `gpt-5.6-sol`. The runtime did not expose the
context-window size. The model used agentic reasoning, repository tools,
code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-31 09:55:01 -07:00
Devin Foley 916c13501f Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company accumulates real state — issues, labels, blockers,
documents, work products, monitors, attachments, agents, routines — and
people need to move that state between instances: self-hosted to cloud,
cloud back to self-hosted, or plain backups
> - The experimental, flag-gated Cloud Sync transport (#6548) tried to
solve this host-to-host: the source pushed into a receiver over HTTPS
with a cross-instance consent/token handshake, which required the
destination to be publicly reachable and broke for common self-hosted
topologies (plain-HTTP LAN/VPN origins); the receiver half never landed
upstream at all
> - Meanwhile the portability bundle and the existing export/import
pages already move companies offline with none of those networking
constraints — but silently dropped labels, blockers, issue documents,
work products, monitors, and every attachment
> - This pull request removes the host-to-host transport and makes
Import/Export the single data-movement path: the pages become
first-class company-settings destinations, exports declare exactly what
they do not carry, and bundle schemaVersion 6 now carries all of the
above, with attachments as content-addressed sha256 blobs verified
before a single row is written
> - The benefit is a migration and backup flow that works between any
two instances with no reachability requirements, no cross-instance auth,
and no silent data loss

## Linked Issues or Issue Description

- Refs #6548 — the original Cloud Sync sender this PR supersedes and
removes.
- Related, not duplicates: #1697 (goals in the portability manifest —
orthogonal field addition), #954 (an earlier import/export +
skill-visibility proposal predating the current portability bundle).
- No open issue describes this directly, so in brief (feature-request
shape): **Problem** — moving a company between instances silently lost
labels (imports with label references actually hard-failed), blocker
relations, issue documents, work products, monitor state, and all
attachments, and the alternative Cloud Sync transport required the
destination to be publicly reachable over HTTPS plus a consent
handshake, which failed for typical self-hosted setups. **Desired
behavior** — one Import/Export flow in company settings that produces a
portable bundle carrying all of that data, tells the operator up front
what it cannot carry, imports with automations paused, and offers real
one-click activation afterwards.

## What Changed

- New export fidelity report (`GET
/api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel
on the Export page listing anything a bundle will not include (now only:
approvals, cost history, activity history)
- Imports accept `pauseAutomations`; imported agents and routines land
paused, the import result reports created routines, and the Import page
ends in an activation panel that actually resumes selected
agents/activates routines
- Export and Import pages promoted into the company-settings nav; the
Cloud Upstream wizard, ux-lab page, and API client removed; the old
settings route redirects to Export
- Host-to-host transport removed: upstream-sync/receiver-client routes
and services, CLI `cloud connect`/`cloud push` + keypair store, the
shared upstream transfer contract, and the `enableCloudSync` flag;
migration `0196` drops the two experimental `cloud_upstream_*` sender
tables
- Bundle schemaVersion 6: labels (definitions + per-task names, remapped
by name on import), blocker relations (`blockedBy` slugs,
cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`),
work products (system refs nulled), monitors (notes/scheduledBy
restored, imported un-armed)
- Attachments travel as content-addressed `blobs/<sha256>` entries
(deduped; comment-scoped attachments re-link via comment index); every
blob is hash-verified **before any write**, so a corrupted bundle cannot
leave a partially imported company; both zip codecs now round-trip
extensionless/binary entries byte-exactly; the Import page preflights
the inline body limit and offers continue-without-attachments
- v5 (and older) bundles still import, with an informational warning;
bundles newer than v6 are rejected cleanly
- Docs: board-operator import/export guide, CLI README, README/ROADMAP
updated

## Verification

- `pnpm -r` typechecks (shared, db incl. migration numbering/safety
checks, server, ui, cli) and `pnpm check:token-gates` — clean
- Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the
only 3 failures being pre-existing on `master` (2×
heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port;
reproduced identically with this change stashed); ui + cli suites green;
the embedded-Postgres export-fidelity suite applies the full migration
chain including the new `0196` against a fresh database
- Live end-to-end on a scratch instance: seeded a company with labels, a
blocker pair, an issue document, a work product, a monitor, an agent, a
routine, and two binary attachments (one comment-scoped) → export →
import into a fresh company → labels remapped to new ids, blocker edge
and document restored, monitor un-armed with notes intact, attachments
byte-identical (sha256-compared through the API), agents/routines paused
→ activation panel resumed them; a v5-shaped bundle imported with only
the info warning; flipping one byte in a blob made the import 422 with
**zero** rows created
- Reviewer repro: create a company with a labeled issue + attachment →
Settings → Export → download → Settings → Import on another
company/instance → watch the preview, apply with "start paused", then
activate

## Risks

- Migration `0196` drops
`cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables
behind a default-off flag; their connection/run history is intentionally
discarded
- Breaking removals are all of experimental, flag-gated surface:
`/api/upstream-sync/*` + `/api/cloud-upstreams/*` routes, `paperclipai
cloud connect|push`, and the `enableCloudSync` flag (stale keys in
stored instance settings parse harmlessly)
- Import remains non-atomic on mid-apply errors generally (pre-existing
behavior); the new blob verification specifically moved ahead of all
writes so tampered bundles cannot create partial state
- GitHub-sourced imports do not fetch `blobs/*` and skip attachments
with a warning

## Model Used

- Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with
extended thinking, tool use, and subagent orchestration; implementation
and review split across Fable 5 subagents, with live end-to-end
verification against a running instance

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-30 11:37:00 -07:00
DottaandPaperclip a6436126ce feat(ui): add recency separators to task lists (#10454)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents and their work
> - Project pages give operators a dense task list for understanding
what has changed recently
> - A purely chronological list makes the transition from fresh work to
aging work difficult to scan
> - The existing activity feed already uses a quiet labeled divider to
communicate a recency boundary
> - This pull request applies that familiar pattern to task lists at the
one-day and one-week boundaries
> - The benefit is faster age-based scanning without adding filters,
badges, or repeated metadata to every row

## Linked Issues or Issue Description

### Subsystem affected

`ui/` — React + Vite board UI.

### Problem or motivation

Operators scanning a project task list cannot quickly see where recently
created or updated work gives way to tasks that are more than a day or a
week old.

### Proposed solution

Insert subtle, accessible “Older than a day” and “Older than a week”
separators when a task list is sorted newest-first by creation or update
time.

### Alternatives considered

Per-row age badges would repeat state and add noise; persistent
age-based groups would interfere with the list's existing grouping
controls. Lightweight boundary markers preserve the current ordering and
interaction model.

### Roadmap alignment

This is a tightly scoped board-UI polish change and does not duplicate a
roadmap milestone.

### Additional context

The visual treatment follows the existing activity-feed recency
separator pattern. A public GitHub search found no duplicate or related
open issue or pull request.

## What Changed

- Added rolling one-day and one-week recency buckets for created/updated
timestamps.
- Rendered token-compliant, accessible separators only for newest-first
date sorts and only when visible rows cross a boundary.
- Traversed expanded nested rows in their exact visible order and
emitted every crossed boundary when adjacent rows skip an age bucket.
- Added component and helper coverage for sequential boundaries, skipped
buckets, expanded nested rows, and the no-separator same-bucket case.

## Verification

- `pnpm exec vitest run ui/src/components/IssuesList.test.tsx` — 42
tests passed.
- `pnpm check:token-gates` — all token gates clean.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed (with existing build
warnings only).

## Risks

- Low risk: the change is presentation-only and limited to list mode
when sorting `created` or `updated` descending.
- Boundaries use rolling 24-hour and 7-day windows rather than
calendar-day boundaries, matching the age-based labels.

> 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 did not expose a more specific
model build or context-window size), with reasoning, repository tool
use, code execution, and GitHub CLI access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-07-29 18:04:36 -07:00
DottaandPaperclip 24aa2f516d feat(ui): add animated paperclip page loaders (#10456)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work
> - Operators regularly pass through full-page loading states while
authentication and company context resolve
> - Those states currently render as small bare text, which is easy to
miss and does not reinforce Paperclip's visual identity
> - A shared loading component gives these transitions one accessible,
consistent representation
> - This pull request introduces an animated paperclip loader and uses
it at the existing full-page loading boundaries
> - The benefit is a clearer, calmer loading experience with
reduced-motion and screen-reader support

## Linked Issues or Issue Description

### Subsystem affected

`ui/` — React + Vite board UI

### Problem or motivation

Full-page authentication, access-gate, and company-context waits use
small bare `Loading…` text that is visually weak and inconsistent.

### Proposed solution

Use one large centered paperclip loader at those boundaries, drawing the
SVG with `currentColor` so it follows the active theme.

### Alternatives considered

Keeping text-only states or adding a generic spinner would preserve less
of Paperclip's product identity and would continue duplicating loading
markup.

### Roadmap alignment

This is tightly scoped UI polish and does not duplicate a planned
roadmap capability.

### Additional context

Internal coordination task PAP-15760 requested this focused change.

## What Changed

- Added `AnimatedPaperclipIcon`, a theme-aware SVG whose stroke draws in
a loop.
- Added `PaperclipLoading`, a large full-viewport centered loader with
`role="status"` and an `sr-only` `Loading…` label.
- Added a static fully drawn fallback under `prefers-reduced-motion:
reduce`.
- Replaced bare loading text in `CloudAccessGate`, the Auth session
check, and three company-context redirects.
- Used token-safe Tailwind utilities throughout the component.
- Added focused coverage for the status semantics and the Auth layout
height override.

## Verification

- `pnpm check:token-gates`
- `pnpm -C ui exec tsc -b`
- `pnpm -C ui exec vitest run
src/components/AnimatedPaperclipIcon.test.tsx`
- `pnpm -C ui exec vitest run src/App.test.tsx
src/App.cases-routing.test.tsx` — 8/8 tests passed
- Visually checked light and dark loading states; the screenshot below
shows both themes.

![Large centered paperclip loading state in light and dark
themes](https://pages.paperclip.ing/pap-15760-loading-state/pap15760-loading.png)

## Risks

- Low risk: this changes presentation only at existing loading branches.
- Motion-sensitive users receive a static, fully drawn paperclip through
the reduced-motion media query.
- Screen readers retain a concise loading announcement through the
status role and visually hidden label.

> 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 (exact service build ID and context-window size
are not exposed in this environment), with reasoning, repository
inspection, shell tool use, code execution, and image inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with all deployment details
available to this environment
- [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 found none
- [x] I have described the issue in-PR following the feature-request
fields
- [x] I included the task-mandated internal parent reference and no
private instance URL
- [x] I preserved the task-mandated existing branch name without
renaming it
- [x] I have run scoped tests locally and they pass
- [x] I added focused component coverage for the new loading state
- [x] No documentation update is required for this presentation-only
change
- [x] I have considered and documented the 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>
2026-07-29 17:58:50 -07:00
Devin FoleyandPaperclip 4c8d92f086 fix(ui): leave agent detail after termination (#10451)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The agent detail page lets operators inspect one agent and run
lifecycle actions from that context
> - Terminated agents are removed from the normal active-agent surface,
so the current detail route may no longer be fetchable after termination
> - Before this change, terminating an agent from its detail page
invalidated agent queries while leaving the browser on the now-stale
detail route
> - That refetch could surface an "Agent not found" error even though
the terminate action itself succeeded
> - The shared action button already owns the terminate mutation, so it
can notify detail-page callers when termination succeeds
> - This pull request redirects the detail page back to the agents list
after a successful terminate action
> - The benefit is that operators land on a valid route and the Back
button does not return them to the stale terminated-agent detail route

## Linked Issues or Issue Description

No direct public GitHub issue or PR was found for this detail-page
termination flow.

### What happened?

After terminating an agent from its detail page, the UI could remain on
that agent's detail route and show an "Agent not found" error after
query invalidation/refetch.

### Expected behavior

Once termination succeeds, the operator should leave the now-stale
detail page and land on a valid agents view.

### Steps to reproduce

1. Open a non-built-in agent detail page.
2. Use the overflow actions menu to terminate the agent.
3. Observe the post-termination route/error state.

### Paperclip version or commit

Current `master` before this PR.

### Deployment mode

Browser UI behavior, independent of a specific deployment mode.

Duplicate search: searched public GitHub issues and PRs for `agent not
found terminate`, `terminate agent detail`, and `Agent not found`; no
direct duplicate or viable in-flight PR was found.

## What Changed

- Added an optional `onTerminateSuccess` callback to
`AgentActionButtons`, fired only after the shared terminate mutation
succeeds.
- Wired `AgentDetail` to replace-navigate to `/agents/all` after
successful termination.
- Extended `AgentActionButtons` coverage for the terminate success path,
including API args, callback payload, and query invalidations.

## Verification

- `corepack pnpm exec vitest run
ui/src/components/AgentActionButtons.test.tsx`
- `corepack pnpm check:token-gates`
- `git diff --check origin/master..HEAD`
- Local diff scan for obvious tokens, credential filenames, and email
addresses found no matches.

## Risks

Low risk. The new callback is optional, only fires for successful
terminate actions, and preserves existing behavior for other
`AgentActionButtons` callers.

## Model Used

OpenAI Codex, GPT-5-based coding agent (`gpt-5`), tool use enabled for
repository inspection, editing, local verification, and GitHub CLI
operations. Context window details were 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>
2026-07-29 12:26:07 -07:00
DottaandPaperclip 1452d5f413 perf(ui): warm issue detail navigation (#10416)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies
> - The board UI opens issue details from lists, quicklooks, and the
inbox
> - Those navigation paths already have enough issue data to paint the
header immediately, but the comment feed still waits for its first
request
> - That delay makes repeat navigation feel cold and can briefly show an
empty thread before comments arrive
> - This pull request centralizes the comment page shape, prefetches
issue detail plus the first comment page, and renders a reserved
skeleton while an uncached page is loading
> - The benefit is faster, stable warm navigation without coupling this
change to the separate aggregate issue-detail API work

## Linked Issues or Issue Description

- **Subsystem affected:** `ui/` — React + Vite board UI
- **Problem or motivation:** Opening an issue from an already-loaded
list still waits for the first comments request and may flash the
empty-thread state, making warm navigation feel slower than necessary.
- **Proposed solution:** Prefetch the issue-detail snapshot and first
comments page from every issue navigation entry point, reuse one
page-size constant for prefetch and render queries, and show the
existing chat skeleton until the uncached initial page resolves.
- **Alternatives considered:** Relying only on detail-query prefetch
leaves comments cold; bundling this with the aggregate issue-detail
endpoint would make the UI improvement harder to review and land
independently.
- **Roadmap alignment:** `ROADMAP.md` has no overlapping
issue-navigation initiative. This is a focused board responsiveness
improvement.
- **Related pull requests:** #10409 establishes the issue-detail
performance baseline; #10414 reduces server-side issue-detail request
overhead.

## What Changed

- Added one shared issue-comment page-size constant used by rendering
and prefetching.
- Added first-page comment prefetching and a combined navigation
prefetch helper.
- Wired quicklook, issue-list keyboard navigation, and inbox navigation
to warm both caches.
- Kept the existing chat skeleton visible while the first uncached
comment page loads.
- Added focused cache behavior tests for comment and combined navigation
prefetching.

## Verification

- `vitest run ui/src/lib/prefetchIssueComments.test.ts` — 3 tests
passed.
- `tsc -b ui` — passed.
- `pnpm check:token-gates` — passed.

## Risks

- Low risk: this adds background prefetch requests on intentional issue
navigation/hover paths. React Query stale-time deduplication prevents
repeat requests while the cache is fresh.
- The change intentionally remains independent of the separate aggregate
`getView` work and composes with it through the same query keys.

> 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 coding agent, exact model `gpt-5.6-sol`; context-window
size was not exposed; reasoning mode with repository tool use and code
execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-29 13:37:22 -05:00
DottaandPaperclip c3bd0c5d50 feat(skills): add beta releases for the core Paperclip skill (#10228)
## Thinking Path

> - Paperclip is the open source control plane people use to organize
and operate AI-agent companies.
> - Agent behavior depends partly on the bundled Paperclip core skill
synchronized into each runtime.
> - The existing database and runtime plumbing already supports
immutable skill-version snapshots and per-agent version selections, but
no product workflow exposed that capability.
> - Replacing the live bundled skill globally would make champion
adoption risky and difficult to compare across agents.
> - This pull request adds an experimental, instance-level beta-skills
gate plus a repository release registry, immutable seeded releases,
enforcement, and a per-agent release picker.
> - The benefit is controlled per-agent evaluation of frozen core-skill
releases while the default-off path remains behaviorally unchanged.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting: `server/`, `ui/`, `packages/db`, and `packages/shared`.

### Problem or motivation

Paperclip needs a safe way to evaluate improved versions of its core
operating skill without globally replacing the live default. Today the
version-snapshot and per-agent pin plumbing exists, but operators cannot
use it. A global replacement would make regressions difficult to contain
and would prevent controlled comparisons across agents.

### Proposed solution

Add a default-off instance experiment that exposes immutable, named
core-skill releases. When enabled, operators can pin each agent to a
seeded release; when disabled, every agent resolves the live default
while saved pins remain intact. Validate pinned writes at the API
boundary, gate reads at runtime, and expose the selection in the agent
Skills tab.

### Alternatives considered

- **Replace the bundled core skill globally:** rejected because it
changes every agent at once and provides no rollback/isolation boundary.
- **Ship releases as separate skills:** rejected because releases are
versions of one core capability, not independently enabled skills.
- **Store release snapshots only outside the repository:** rejected
because repository provenance and hashes make builds reproducible and
reviewable.

### Roadmap alignment

This extends the Skills Manager / Skill Studio direction in `ROADMAP.md`
by making core-skill versions operable per agent. It does not duplicate
another open implementation PR; GitHub searches found no related
`enableBetaSkills` change.

### Additional context

The feature remains experimental and default off. The V7 champion was
selected through a multi-model evaluation process, and the frozen
release contents are verified by SHA-256 below.

## What Changed

- Added the default-off instance-level `enableBetaSkills` experimental
flag.
- Added `skills-releases/paperclip/` with the ordered release registry
and frozen `v0` plus `v7-roster` snapshots.
- Added release metadata to `company_skill_versions` and idempotent
release seeding. The migration was planned as `0191`, then renumbered to
`0192` because current `master` claimed `0191` before final rebase.
- Added read-time gating and write-time validation so disabled instances
always resolve the live default and reject pinned-version writes.
- Added the per-agent Release picker in the agent Skills tab, including
responsive layout and beta-pin state.
- Kept `EDITS.md` out of the release registry and PR diff.

### V7 Adoption Evidence

- Paid roster: 6 models, 94-case suite.
- Result: 553/564 pass-within-2, mean 92.17/94, versus the P2 baseline
of 544/564.
- Reference model improved 84→91; maximin improved 84→90.
- Final report:
https://pages.paperclip.ing/skills/optimization/paperclip/pap-14624-p3-final-20260721/

### Provenance

- `v7-roster` is the Phase 1 champion plus additions-only edits
E107–E112. Per-edit rationale remains in the evals repository at
`source/v7-roster/EDITS.md` and is deliberately excluded from this PR.
- `v0` is the `skills/paperclip` tree from commit `ea66ea81`.
- Champion selection was accepted on July 21, 2026 via board card
`9c304fc2` (PAP-14624 G3).
- This delivery mechanism was accepted on July 24, 2026 via plan
revision `2367abd2` (PAP-14858).

### QA Evidence

- P4 QA matrix comment `b7f40522-4e9b-4a3a-9821-28e86fe1a987`: all 6
acceptance criteria passed.
- Automated QA matrix: 166 tests passed with 0 failures, including real
filesystem materialization and full SHA-256 assertions.
- UI QA exercised the real agent Skills tab at desktop and mobile widths
with the experimental flag both on and off.

## Verification

- `pnpm check:token-gates`
- Focused beta-release matrix: 169 tests passed across shared
validators, server services/routes/heartbeat behavior, instance settings
UI, and release picker UI.
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run`: server and UI partitions passed; one CLI doctor test
inherited temporary AWS credentials from the agent heartbeat and
expected no static credentials. The isolated rerun with
`AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`, and `AWS_SESSION_TOKEN`
unset passed 8/8.
- V7 SHA-256:
- `SKILL.md`:
`53ab290489684cbf116fdd1406a95f6b6f53c9c36358b1bf8bfeae481e253575`
- `references/cases.md`:
`3b821f59064a7761091020a14819a8d787131f24029748563d6c0e1be7e6eaec`
- `references/workflows.md`:
`69747bd6e05f7e3673d1e67b07ff295df1869c05e1fd029804d5fa9177db92cd`
- Confirmed 49 changed files, no `pnpm-lock.yaml`, no workflow changes,
and no `EDITS.md`.

## Risks

- **Migration:** low-to-moderate risk. Three nullable columns and one
partial unique index are added idempotently; existing rows remain valid.
- **Behavior:** low risk while the flag is off because read-time
resolution forces the live default and saved pins are preserved but
inactive.
- **Frozen content:** release snapshots intentionally diverge from
future live skill edits; provenance and hashes make that divergence
explicit and reproducible.
- **UI:** low risk. The picker only renders for the bundled core skill
when the experimental flag is enabled and seeded releases exist.

> This extends the existing Skills Manager / Skill Studio direction
described in `ROADMAP.md`; it does not duplicate another open
implementation PR. The GitHub PR search found no related
`enableBetaSkills` change.

## Model Used

- OpenAI Codex using `gpt-5.5` with reasoning and
terminal/code-execution tools; context-window size is not exposed by
this runtime. Earlier implementation commits also record Claude Opus 4.8
assistance where applicable.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:45:59 -05:00
DottaandPaperclip c111ee4cb3 feat(server): add per-user document stars (#9952)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work.
> - Artifacts and documents are first-class outputs, but users need a
personal way to keep important documents easy to find.
> - Existing resource memberships already model per-user starred
projects and agents with company scoping and activity logging.
> - Documents lacked the equivalent membership model, route, and
artifact filtering behavior.
> - The shared membership contract also needs to remain safe for
existing UI project/agent mutation helpers when documents become a
recognized resource type.
> - This pull request extends the existing resource-membership system
with per-user document stars and a starred artifacts view.
> - The benefit is a company-scoped, idempotent server foundation for a
dedicated starred-documents experience without weakening authorization
or artifact filtering semantics.

## Linked Issues or Issue Description

### Problem / Motivation

Board users cannot star individual documents, and the company artifacts
API cannot return only the current user's starred documents.

### Proposed Solution

Add company/user-scoped document memberships, a board-only document star
route, document membership data in the shared contract, and a
`starred=true` artifacts filter.

### Alternatives Considered

A document column was rejected because stars are per-user; a separate
star API was rejected because projects and agents already use resource
memberships.

### Roadmap Alignment

This extends the existing Artifacts & Work Products roadmap area and
does not duplicate another open pull request found in the repository
search.

## What Changed

- Added the `document_memberships` schema and migration with
company/user/document uniqueness and starred ordering.
- Extended shared resource-membership and artifact-query contracts for
documents and `starred=true`.
- Added company-scoped document star/unstar service and board-only route
behavior with activity logging.
- Added starred document artifact filtering, including user-authored
documents, document kinds, cursor ordering, and incompatible-kind
handling.
- Preserved idempotency under concurrent star requests and synchronized
UI membership defaults/helpers with the expanded contract.
- Added focused shared, route, service, and UI regression coverage.

## Verification

- `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts
server/src/__tests__/company-artifacts-service.test.ts
server/src/__tests__/resource-memberships-routes.test.ts`
- `pnpm exec vitest run ui/src/components/SidebarAgents.test.tsx
ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarStarredProjects.test.tsx`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`

## Risks

- The migration adds a new membership table and non-concurrent indexes;
migration safety gates pass with the repository's established policy.
- The starred artifacts query intentionally returns only documents and
relaxes the normal agent-authored/system-kind predicates for documents
the current user explicitly starred.
- Document membership mutations remain board-user-only; agent callers
receive no document-star capability.

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

## Model Used

- OpenAI Codex CLI; runtime model ID and context-window size were not
exposed to this session. Reasoning, repository tool use, code execution,
and test execution were enabled.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:13:35 -05:00
DottaandPaperclip 8339bcc7e7 fix(ui): keep decision training under decisions (#10181)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators review decisions and turn useful outcomes into training
examples
> - The training library belongs to the Decisions surface, but its
routes and entry point appeared as a separate top-level destination
> - That mismatch made the training icon feel disconnected and left
internal links pointing at legacy `/training` URLs
> - This pull request nests the training library and inspector under
`/decisions/training`, keeps legacy URLs working through redirects, and
uses one route helper everywhere
> - The benefit is a clearer Decisions workflow without breaking
existing bookmarks or links

## Linked Issues or Issue Description

Refs: #9718
Refs: #9779

**Problem:** The Decisions page exposed training as a labeled header
action while the training library lived at the unrelated top-level
`/training` route. Links across the UI duplicated that legacy path.

**Expected behavior:** Training should be an icon action alongside the
other Decisions controls, and training library/record URLs should live
under `/decisions/training` while old URLs continue to redirect.

**Steps to reproduce:**
1. Open the Decisions page.
2. Observe the separate labeled Training button in the page heading.
3. Open a training record and note the top-level `/training/...` URL.

**Version/commit:** Current `master` before this PR.

**Deployment mode:** All UI deployment modes.

## What Changed

- Move the training library and inspector routes under
`/decisions/training`.
- Redirect legacy `/training` and `/training/:id` URLs to the new
locations.
- Add `decisionTrainingHref()` and use it for training links and
navigation.
- Place the Training icon action with the Decisions filter and sort
controls.
- Add focused tests for library and record URL generation.

## Verification

- `pnpm exec vitest run ui/src/lib/decisionTraining.test.ts`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build`
- `pnpm check:token-gates`

## Risks

- Low risk: the change is limited to client-side routes and navigation.
- Existing `/training` bookmarks remain supported through replacement
redirects.
- No API, database, migration, dependency, or workflow changes.

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

## Model Used

- OpenAI Codex using GPT-5.4 with reasoning, repository tool use, shell
execution, and code/test verification.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:08:36 -05:00
DottaandPaperclip ab2bdfeebb feat(routines): activity-gated advanced run policy (editor + run rows) (#10225)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Scheduled routines provide recurring control-plane work without
manual intervention.
> - The activity gate (`activity_gate_policy` / `activity_gate_scope`)
lets a scheduled routine skip a tick when nothing has happened since its
last run, so watcher-style routines stay asleep while the system is
settled instead of burning tokens every tick.
> - The scheduler, database columns, and the create/update API for those
fields already landed (see #9438), but there was no way for an operator
to actually set the policy from the routine editor, and the runs list
rendered gated skips as bare "skipped" rows with no "why".
> - This pull request adds the editor control and the run-row labels:
the Delivery section gets an "Advanced run policy" picker plus a scope
selector, and skipped runs explain why they were skipped.
> - The benefit is that the activity gate becomes discoverable and
usable end-to-end from the UI, closing the loop on the feature the API
already supports.

## Linked Issues or Issue Description

- Refs #8534 — activity gate for scheduled routines.
- Builds on #9438 (merged) which exposed the activity-gate create/update
API and the `Routine` response fields this UI reads and writes. This PR
is the editor/UI companion to that API work.

## What Changed

- **Routine editor — Advanced run policy control**
(`ui/src/components/routine-sections/editable-sections.tsx`): the
Delivery section gains a `RadioCardGroup` to choose between *Run on
every scheduled tick* (default) and *Skip when there's been no activity
since the last run*. When gating is enabled, a second scope picker
(*Company-wide* / *This project*) appears. The control is **disabled
with an explanatory hint** — rather than hidden — when the routine has
no schedule trigger, since the gate only affects scheduled ticks
(webhook/manual/API fires are themselves activity and always run). This
keeps the capability discoverable.
- **Edit-draft plumbing**
(`ui/src/components/routine-sections/context.tsx`,
`ui/src/pages/RoutineDetail.tsx`): `activityGatePolicy` /
`activityGateScope` flow through the edit draft, the delivery section's
dirty-field detection, the save payload, and revision restore, matching
how `concurrencyPolicy` / `catchUpPolicy` are handled.
- **Run-history skip reasons** (`ui/src/lib/routine-run-display.ts`):
skipped run rows now render a human-readable "why" —
`no_external_activity` → "Skipped — no activity since last run", plus
labels for `paused` and `worktree_execution_cutoff` — instead of a bare
status.
- Storybook fixture updates for the new routine fields, plus focused
run-display coverage for the skipped-run labels.

## Verification

- `pnpm exec vitest run ui/src/lib/routine-run-display.test.ts` — 11
tests passing.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm check:token-gates` — all token gates clean.
- `pnpm --filter @paperclipai/ui build` — production build succeeds.
- Current-head GitHub CI for `9f9af8ecccfadcdc4a3afab313aafad81cbd1112`
— all checks pass (Storybook visual check skipped by workflow policy).

## Risks

- **Low risk.** UI-only change; no schema/migration and no server
changes (the API and columns already shipped in #9438). Fields are
optional and default to the pre-feature behavior (`always` / `company`),
so existing routines are unaffected. The scope picker only renders when
gating is turned on, and the whole control is inert without a schedule
trigger.

## Model Used

- Claude Opus 4.8 (`claude-opus-4-8`, 1M context), extended thinking,
with tool use (repo edit + shell verification).

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-27 19:05:44 -05:00
DottaandPaperclip f6ab82d490 feat(interactions): add interaction withdrawal and terminal-issue expiry (#10251)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents and boards coordinate through issue-thread interactions
(request_confirmation, ask_user_questions, suggest_tasks, …) that wait
as `pending` cards until someone resolves them
> - Two lifecycle gaps existed: an interaction's creator could not take
back a card it no longer stands behind, and interactions left `pending`
on issues that reached a terminal status lingered forever as
live-looking approval requests
> - Stale pending cards mislead humans (they look actionable), distort
attention/liveness signals, and in the worst case invite acting on a
proposal whose issue is already closed or cancelled
> - This pull request adds an explicit withdraw route for pending
interactions and automatically expires pending interactions when their
issue reaches a terminal status (including a catch-up sweep for issues
closed before this change)
> - The benefit is that interaction cards now faithfully reflect
reality: only genuinely actionable requests stay pending, and creators
can retract requests that events have overtaken

## Linked Issues or Issue Description

Fixes #5787
Refs #7403

Related prior PRs found while searching for duplicates (all overlap
partially; none combine both lifecycle paths or the route-level
authorization used here): #6709 and #7312 (creator-withdraw attempts),
#8169 (terminal expiry), #8081 and #5137 (generalized cancel/expire
endpoints), #6094 (stale confirmation auto-resolve). Related merged
context: #9568 (agent cancel for ask_user_questions), #10119 (tolerating
legacy `withdrawn_by_creator` result outcomes — the reader side of the
outcome this PR writes).

## What Changed

- New route `POST /issues/:id/interactions/:interactionId/withdraw` that
resolves a `pending` interaction to status `withdrawn` with a structured
result (`outcome: "withdrawn"`, optional trimmed `reason`), stamps
`resolvedBy*`/`resolvedAt`, touches the issue, logs activity, and emits
resolved-interaction telemetry
- Withdrawal authorization: board users, the interaction's creator
agent, or the issue's current assignee agent (assignees additionally
pass the standard issue-mutation gate); task-watchdog runs are
explicitly rejected, and authorization-boundary plus low-trust
control-plane checks apply
- Withdrawing an already-resolved interaction returns `409`;
unknown/cross-issue/cross-company interaction ids return `404`
- New service method `expirePendingInteractionsForTerminalIssue`: when
an issue transitions to a terminal status, all of its `pending`
interactions are resolved to `expired` with `outcome: "issue_closed"`,
guarded by a `status = 'pending'` predicate so concurrent resolutions
are not overwritten
- The same expiry runs as a catch-up when interactions are listed on an
already-terminal issue, so cards stranded by issues closed before this
change also get cleaned up; expired request_confirmations are logged
with a distinguishing source
- Shared package: new `withdrawIssueThreadInteractionSchema` validator,
`WithdrawIssueThreadInteraction` type, and `withdrawn` / `issue_closed`
result-outcome support for all interaction kinds (kind-aware result
shapes for `ask_user_questions` and `request_item_verdicts`)
- UI helper `ui/src/lib/issue-thread-interactions.ts` recognizes the new
outcomes for card rendering
- Docs: bundled skill API reference updated with the withdraw endpoint
- Review follow-up: terminal expiry moved from the HTTP route hooks into
`issueService.update`'s status-transition block, so direct service
callers (tree control, recovery, pipelines, status cards) expire pending
cards too; the list-endpoint catch-up remains for issues closed before
this change
- Review follow-up: withdrawing or issue-close-expiring a
`request_confirmation` also settles its linked `tool_action_requests`
row (withdraw -> `cancelled`, issue closed -> `expired`), so a parked
tool call cannot stay approvable after its card is gone
- Review follow-up: interaction cards render dedicated copy for the new
outcomes ("Withdrawn" with the reason, "Expired when issue closed")
instead of falling through to superseded-by-comment / stale-target
variants; withdrawn plan reviews badge as "Withdrawn" rather than
"Changes requested"

## Screenshots

Card states rendered from a local ux-lab harness with mocked data ([full
gallery](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/)):

| Light | Dark |
| --- | --- |
| ![All card states,
light](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/all-light.png)
| ![All card states,
dark](https://pages.paperclip.ing/pr-10251-interaction-withdrawal-cards/all-dark.png)
|

## Verification

- `pnpm --filter @paperclipai/shared build` — clean tsc
- `cd server && npx vitest run
src/__tests__/issue-thread-interaction-routes.test.ts` — 22 tests pass,
including new coverage for: creator-agent withdraw success,
non-creator/non-assignee agent 403, watchdog-run 403, double-withdraw
409, and board-user withdraw
- `cd server && npx vitest run
src/services/issue-thread-interactions.test.ts` — 4 tests pass,
including terminal-issue expiry writing `issue_closed` results and
leaving already-resolved interactions untouched
- `cd ui && pnpm typecheck` — clean
- `cd server && npx vitest run src/__tests__/issues-service.test.ts` —
includes a new embedded-Postgres test proving a direct
`issueService.update` terminal transition expires pending interactions
and writes the activity-log entry
- `cd ui && npx vitest run
src/components/IssueThreadInteractionCard.test.tsx` — 32 tests,
including new coverage for withdrawn / issue-closed confirmation and
question cards
- `cd server && npx tsc --noEmit` — matches the pre-existing repo error
baseline exactly (no new errors)
- Manual: `POST /issues/:id/interactions/:interactionId/withdraw` with
`{"reason":"superseded"}` as the creator agent resolves the card to
`withdrawn`; closing an issue with a pending confirmation flips it to
`expired` with `outcome: "issue_closed"`

## Risks

- Interactions on terminal issues now auto-expire (including
retroactively via the list-time catch-up), so consumers that expected to
resolve a pending interaction on a closed issue will get `409`; this is
the intended semantics and matches how the attention feed already wants
to treat dead cards
- New result outcomes (`withdrawn`, `issue_closed`) are written to
stored results; readers were already made tolerant of these outcome
strings in #10119, so mixed-version reads are safe
- No schema/migration changes; per-row conditional updates (`status =
'pending'`) avoid clobbering concurrent resolutions
- Withdrawal is a new mutation surface, but it is strictly narrower than
existing resolve paths (board, creator, or assignee only; watchdog runs
blocked)

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic Mythos-class tier) with
extended thinking and agentic tool use (Claude Code harness); commit
authored in a Paperclip-managed engineering 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
- [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>
2026-07-27 19:04:46 -05:00
DottaandPaperclip 30ff3d7c58 feat(routines): expose activity gate API (#9438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Scheduled routines provide recurring control-plane work without
manual intervention
> - The new activity gate can suppress scheduled runs when no external
work occurred
> - The core scheduler and database support landed without a public
create/update contract
> - Agents, operators, and managed plugins need validated fields plus
discoverable semantics to opt in safely
> - This pull request exposes the activity gate through routine APIs,
revisions, plugin contracts, tests, and skill documentation
> - The benefit is backward-compatible control over idle scheduled work
without losing activity-triggered follow-up

## Linked Issues or Issue Description

- Refs #8534

## What Changed

- Added shared activity-gate policy and scope enums with create/PATCH
validation.
- Persisted activity-gate fields through routine creation, updates,
revision snapshots, pipeline snapshots, and revision restores.
- Defaulted legacy revision snapshots during restore and added
regression coverage for pre-field snapshots.
- Extended managed-plugin routine declarations, production
reconciliation, and the SDK test harness to preserve non-default gate
settings.
- Added end-to-end API coverage for create/PATCH/list/detail
round-trips, defaults, and invalid enum rejection.
- Documented schedule-only semantics, activity windows,
own-run/read-action exclusions, scopes, and an hourly quiet-night
watcher example.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/routine.test.ts
server/src/__tests__/routines-service.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/routines-service.test.ts -t 'activity
gate|preserves declared activity gate settings|resolves routine agent
and project refs'`
- `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts
ui/src/pages/Routines.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/plugin-sdk typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- GitHub CI: all final-head checks green; Storybook visual regression
skipped by path rules.
- Greptile: 5/5 with no unresolved review threads.

## Risks

- Low risk: defaults remain `always` and `company`, preserving existing
routine behavior and old revision snapshots.
- Managed plugin manifests can now declare the same validated gate
settings as the public routine API; omitted values retain core defaults.
- Revision snapshots now include the new fields so policy changes are
not lost or treated as no-ops during restore.

> For core feature work, checked `ROADMAP.md`: this extends the existing
Scheduled Routines roadmap item and does not duplicate a separate
planned capability.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with repository tool use and code
execution; context-window size was 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>
2026-07-24 16:47:24 -05:00
7e40ed8c43 feat(status-cards): add experimental status card update view (#10101)
## Thinking Path

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

## Linked Issues or Issue Description

### Subsystem affected

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

### Problem or motivation

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

### Proposed solution

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

### Alternatives considered

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

### Roadmap alignment

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

### Additional context

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

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 12:26:43 -05:00
Nicky Leach 2002c4fff3 refactor: remove redundant archived project filters (#10177) 2026-07-24 08:34:30 -07:00
Nicky Leach 564870020b Exclude archived projects from the default project list route (#10146) 2026-07-24 07:19:58 -07:00
Devin Foley 62e367c1b2 fix(ui): rewrite recovery and blocked-notice copy in plain language (#10065)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The issue-detail UI shows recovery cards and blocked/parked notices
when a task loses its next step — a run finished with no disposition, a
task is stranded, work is blocked behind other tasks, or an assigned
item sits in the backlog
> - That copy was written in the scheduler's internal vocabulary —
"Corrective wake queued", "Graph Liveness", "lost a live action path",
"the responsible" — which describes Paperclip's internals rather than
the user's situation
> - Users seeing these cards report having no idea what the card means
or what they are supposed to do
> - This pull request rewrites the user-facing copy in plain language
and adds explicit calls to action that match the options in the card's
Resolve menu
> - The benefit is that a non-expert operator can read a recovery or
blocked notice and immediately understand what happened and which action
to take next

## Linked Issues or Issue Description

No public GitHub issue exists for this; describing the problem here
(bug-report format):

- **What happened:** Recovery action cards and blocked notices render
internal jargon, e.g. the headline "Paperclip detected this task lost a
live action path. A recovery owner needs to act.", the chip "Corrective
wake queued", the kind label "Graph Liveness", and phrases like
"Comments still wake the responsible". Status values also appear as raw
code literals (`in_progress`, `todo`).
- **Expected behavior:** These notices should tell a normal user, in
plain language, what happened and what to do next (retry the task, mark
it done, send it for review, or record a blocker).
- **Impact:** Operators stall on tasks that only need a simple
disposition because the UI doesn't tell them that's what is being asked.

Related prior work: #9417 (merged) made the reopen-suppressed blocked
message explicit; this PR extends the same plain-language treatment to
the rest of the recovery and blocked-notice copy.

## What Changed

- Recovery card headlines for `missing_disposition`,
`stranded_assigned_issue`, and `issue_graph_liveness` now say what
Paperclip found and name the concrete next steps ("try the task again,
mark it done, or send it for review") matching the card's Resolve menu.
- The `issue_graph_liveness` kind label "Graph Liveness" is now "Task
Needs Next Step", and the "Wake" metadata row is now "Follow-up".
- Wake-policy chips describe actual behavior: "An agent will be asked to
choose the next step" (was "Corrective wake queued"), "Board will
decide", "Manual follow-up needed", "Repair needed before retry", "Check
scheduled".
- Blocked/waiting/parked notices say "the assignee" instead of "the
responsible" / "responsible agent", and "notify" instead of "wake".
- The still-needs-a-next-step notice drops raw `in_progress` code
literals and keeps a plain-language option list (mark done or cancelled,
send for review, record what is blocking it, delegate follow-up).
- Parked-backlog notice renders "To do / In progress" as plain labels
instead of code literals.
- Component tests updated to pin the new copy and the successful-run
example options.

## Verification

- `cd ui && npx vitest run
src/components/IssueRecoveryActionCard.test.tsx
src/components/IssueBlockedNotice.test.tsx
src/components/IssueAssignedBacklogNotice.test.tsx
src/components/IssueChatThread.test.tsx` — 4 files, 126 tests, all
passing.
- Copy-only review: the diff touches display strings, one label map
entry, and test assertions; no control flow, props, or identifiers
change.

## Risks

- Low risk — user-facing strings and test updates only. No behavior,
API, or schema changes. The only functional surface is that anything
keying off the displayed text (e.g. screenshots, external docs) will
show the new wording.

## Model Used

- Claude (Anthropic) — Claude Fable 5, model ID `claude-fable-5`,
extended thinking enabled, running in Claude Code with agentic 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 this copy)
- [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
2026-07-22 20:47:00 -07:00
Evyatar Bluzer b431d4eca1 fix(a11y): add ARIA progressbar to QuotaBar component (#1878)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators run those agents against paid model providers, so the web
UI has a Costs surface that reports spend and quota utilisation
> - Those figures are drawn as horizontal bars by the shared `QuotaBar`
component (`ui/src/components/QuotaBar.tsx`), consumed by
`BillerSpendCard` and `ProviderQuotaCard`
> - `QuotaBar` renders its fill as a plain `<div>` whose CSS width is
the only encoding of the percentage — no `role`, no value attributes, no
accessible name
> - A screen reader therefore announces nothing at all for these bars,
so the spend and quota numbers they convey are unavailable to
assistive-technology users (WCAG 2.1 SC 4.1.2, Name/Role/Value)
> - The same gap is being closed for the other bars in this area by
#1805 (BudgetPolicyCard) and #1869 (ProviderQuotaCard's inline bars);
`QuotaBar` is the remaining shared component with no ARIA semantics
> - This pull request adds the standard ARIA progressbar attributes to
`QuotaBar`'s fill element, reusing the `label` prop the component
already takes
> - The benefit is that every progress bar on the Costs screen exposes
its name and current value to assistive technology, with no visual or
behavioural change for sighted users

## Linked Issues or Issue Description

No existing GitHub issue — the problem is described in-PR below,
following [`bug_report.yml`](.github/ISSUE_TEMPLATE/bug_report.yml).

Related PRs from the same accessibility sweep (each covers a *different*
component, so these are companions rather than duplicates — all three
are currently open):

- Refs #1805 — ARIA attributes for the BudgetPolicyCard progress bar
- Refs #1869 — ARIA attributes for the ProviderQuotaCard inline bars

**What happened?**
On the Costs screen, the spend/quota bars rendered by `QuotaBar` (via
`BillerSpendCard` and `ProviderQuotaCard`) are non-semantic `<div>`
elements. Screen readers skip them entirely: no role, no value, no label
is announced, so the percentage information is available only visually.

**Expected behavior**
Each bar should be exposed as a progress bar with an accessible name and
its current value — e.g. announced as "Weekly spend: 45%, progress bar".

**Steps to reproduce**
1. Run the app and open the Costs page.
2. Expand any provider or biller card so a quota/spend bar is visible.
3. Navigate to the bar with a screen reader (VoiceOver, NVDA, or Chrome
DevTools → Accessibility pane).
4. Observe that the fill element has no role, no value, and no
accessible name.

**Paperclip version or commit**
Reproduces on `master`; `ui/src/components/QuotaBar.tsx` has carried no
ARIA attributes since the component was introduced.

**Deployment mode**
Not deployment-specific — the missing markup is in the shipped
component. Verified in local dev (`pnpm dev`).

**Agent adapter(s) involved**
Not adapter-specific (core UI).

## What Changed

- `ui/src/components/QuotaBar.tsx`: added `role="progressbar"` to the
fill `<div>`.
- Added `aria-valuenow={Math.round(clampedPct)}` with
`aria-valuemin={0}` / `aria-valuemax={100}`, using the already-clamped
percentage so the reported value can never fall outside 0–100.
- Added an `aria-label` of the form `<label>: <pct>%`, reusing the
existing `label` prop for the accessible name.
- No changes to props, styling, layout, or rendering logic: 1 file, 5
added lines, 0 deleted.

## Verification

- Manual: open Costs → expand a provider/biller card, inspect the bar in
Chrome DevTools → Accessibility pane. The fill node now reports role
`progressbar`, value `45`, min `0`, max `100`, and name "Weekly spend:
45%".
- Manual: with VoiceOver/NVDA, the bar announces "Weekly spend: 45%,
progress bar" instead of being skipped.
- Visual regression check: the bar is unchanged for sighted users — only
ARIA attributes were added, no class or style changes.
- CI (lint, typecheck, build, tests) is green on this branch.
- No unit test is added: the change is a set of static ARIA attributes
on one element, and `QuotaBar` currently has no test file. Happy to add
one if maintainers would like coverage here.

## Risks

Low risk. Presentation-only accessibility metadata on a single element;
no props, state, or styling change, and no other component is touched.
The one debatable point is that the percentage appears in both
`aria-label` and `aria-valuenow`, so some screen readers may announce it
twice; both forms are valid, and the label is kept because it carries
the bar's name alongside the value. Happy to drop the percentage from
the label if reviewers prefer the terser announcement.

## Model Used

<!-- @bluzername: please replace this line with the provider + exact
model ID (and context window / reasoning mode if relevant), or "None —
human-authored". Required by CONTRIBUTING.md. -->

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [ ] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [ ] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes (no
docs cover this component's markup)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-07-22 17:31:54 -05:00
Evyatar Bluzer 8f7509c28b fix(a11y): add aria-label to mobile tab selector in PageTabBar (#1871)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - People increasingly drive Paperclip from a phone, so the UI ships a
mobile layout alongside the desktop one
> - `PageTabBar` is the shared component behind the tab strip on nearly
every detail page — AgentDetail, ProjectDetail, RoutineDetail,
IssueDetail, Inbox, Costs
> - On desktop it renders a Radix `TabsList`, whose `TabsTrigger`s carry
their own accessible names; on mobile it swaps to a native `<select>`
> - That `<select>` had no accessible name at all, so screen readers
announced it only as "popup button" — a user could not tell what the
control switches between
> - Because the component is shared, the gap reproduced on every mobile
page that uses tabs rather than on one screen
> - This pull request adds `aria-label="Page section"` to the mobile
`<select>`
> - The benefit is that mobile screen-reader users get the same
orientation desktop users already get from the tab triggers, from a
one-line change with no visual or behavioral impact

## Linked Issues or Issue Description

No existing public issue covers this, so the problem is described in-PR
following `.github/ISSUE_TEMPLATE/bug_report.yml`:

- **What happened** — On a mobile viewport, the `PageTabBar` `<select>`
had no `aria-label`, no `<label>` association, and no visible text of
its own. VoiceOver/TalkBack announce it as an unlabeled "popup button".
- **Expected behavior** — The control announces what it switches
between, matching the accessible naming the desktop `TabsTrigger`s
already provide.
- **Steps to reproduce** — 1. Open any detail page with tabs (agent,
project, routine, issue). 2. Narrow the viewport to mobile width so the
tab strip collapses to a `<select>`. 3. Focus the `<select>` with a
screen reader. 4. Observe that no purpose is announced.
- **Version / commit** — head `ef92d1c`, branch
`fix/page-tab-bar-mobile-a11y`.
- **Deployment mode** — Any. The change is UI-only and client-side.

**Related prior PR:** #1532 (closed unmerged on 2026-03-23) made this
same one-line change to `ui/src/components/PageTabBar.tsx` as part of a
~100-file batch. This PR is the focused standalone version of that fix.

## What Changed

- Added `aria-label="Page section"` to the mobile `<select>` in
`ui/src/components/PageTabBar.tsx`. One line added; no other files
touched.

## Verification

- **Automated:** `pnpm -C ui test` and the repo CI gates (lint,
typecheck, build) — CI is currently green on `ef92d1c`.
- **Manual:** Open any tabbed detail page, narrow the viewport until the
tab strip becomes a `<select>`, and focus it with VoiceOver (macOS/iOS)
or TalkBack (Android). It now announces "Page section, popup button"
instead of an unlabeled "popup button".
- **Inspector check:** In devtools, the `<select>` node's computed
accessible name is "Page section" (previously empty).

## Risks

Low risk. `aria-label` on a `<select>` is a presentation-free attribute:
it changes nothing about layout, styling, DOM structure, event handling,
or the desktop code path, which is untouched. No migration, no API
change, no new dependency. The only debatable point is wording — "Page
section" is a generic name shared by every call-site (see the note
below).

## Model Used

Not specified by the original author, and not recoverable from the
commit metadata (no `Co-Authored-By` or model trailer on `ef92d1c`).
@bluzername — please replace this line with the provider, model
ID/version, and any relevant capability details, or "None —
human-authored".

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [ ] I have specified the model used (with version and capability
details) — see above; needs the author
- [ ] 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
(`fix/page-tab-bar-mobile-a11y`) and contains no internal Paperclip
ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [ ] I have added or updated tests where applicable — no test added;
the change is a static attribute with no branching behavior
- [ ] I have updated relevant documentation to reflect my changes — not
applicable
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
currently 4/5, see below
- [ ] I will address all Greptile and reviewer comments before
requesting merge

---

### Maintainer note on the open Greptile comment

This description was restructured to the repository PR template by a
maintainer; the code and the author's intent are unchanged. Unchecked
boxes above are ones only @bluzername can attest to.

Greptile's one remaining comment asks for a `selectAriaLabel` prop so
call-sites could override the label. We think the hardcoded label is
correct here and match existing practice: shared components whose
meaning is fixed own their label internally (`ThemeToggle.tsx`), while
components whose label depends on the data they render take it as a prop
(`CopyText.tsx`'s `ariaLabel`). This `<select>` always means "which page
section", at every call-site, so a prop no caller would set would be
unused API surface.
2026-07-22 16:58:00 -05:00
0b496c9c03 feat(secrets): add run-bound agent secret access (#9921)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Agents already receive selected company secrets through `env.*`
bindings at run launch, but environment injection is ambient,
long-lived, and not suitable for every secret consumer.
> - The existing binding and secret-access-event models already provide
company-scoped authorization and per-resolution audit seams.
> - Agents need an explicit way to discover only the secrets granted to
them and fetch a value on demand without exposing the wider company
catalog.
> - That capability must remain run-bound, preserve low-trust token
carve-outs, and make every value read visible in both security and
operator audit trails.
> - This pull request adds an `access.*` delivery namespace, two
run-bound agent routes, dual audit logging, documentation, and an
operator grants editor.
> - The benefit is least-privilege, revocable, auditable secret access
while preserving existing env injection behavior.

## Linked Issues or Issue Description

No pre-existing public issue. Related work:

- Refs #9797 — existing in-sheet agent access UI that this PR extends to
distinguish env and API delivery.
- Refs #9918 — complementary searchable-agent picker improvement for the
same secrets sheet.
- Refs #9530 — related company-wide metadata catalog proposal; this PR
intentionally exposes only the authenticated run's granted aliases and
values.

**Problem / motivation:** Agents can currently consume secrets only
through process environment injection. This keeps values resident for
the run, does not support on-demand consumers, and cannot provide a
discrete operator-visible activity event for each agent-initiated read.

**Proposed solution:** Treat `company_secret_bindings` as the source of
truth for agent secret grants. Keep `env.KEY` as env delivery and add
`access.ALIAS` for API-only delivery; an env binding also implies read
access because the value is already present in the agent process. Add
run-bound list/fetch endpoints that derive scope from the authenticated
heartbeat run and never accept caller-selected overlays.

**Alternatives considered:** A company-wide agent-readable catalog was
rejected for this value path because it increases reconnaissance and
does not prove a per-secret grant. Reusing the ephemeral
environment-probe resolver was rejected because it lacks binding
enforcement. Approval-gated reads and user-scoped secrets remain
deferred beyond v1.

**Roadmap alignment:** This extends the completed **Secrets Manager with
per-agent access** roadmap capability from launch-time env injection to
explicit run-bound API delivery without duplicating a separate planned
initiative.

## What Changed

- Added `access.*` agent binding validation and a dedicated run-bound
resolver that combines `secrets:read` authorization with binding-context
enforcement.
- Added `GET /api/agents/me/secrets` for minimal granted metadata and
`POST /api/agents/me/secrets/:key/value` for on-demand value fetches
with `Cache-Control: no-store`.
- Preserved the existing denials for low-trust review agents,
task-bridge credentials, and skill-test tokens; standard long-lived
agent API keys cannot call the run-bound routes.
- Added dual audit behavior: value attempts write `secret_access_events`
and `activity_log` (`secret.value.read`), while metadata listing writes
the lighter `secret.access.listed` activity event.
- Kept env compatibility: `env.*` remains injected at launch and also
implies API read for the same bound agent; `access.*` never becomes an
environment variable.
- Added the agent-settings **Secret access** editor plus
delivery-mode/alias surfacing on the Secrets page, with focused UI tests
and tokenized layout styles.
- Updated OpenAPI, shared types, agent-facing skill documentation, and
API reference documentation.

### UI Screenshots

P3 produced and reviewed three screenshots using mock data; images are
intentionally not committed to the repository:

- `secret-access-editor.png` — agent settings grant editor.
- `secret-access-light.png` — Secrets-page delivery surfacing in light
mode.
- `secret-access-dark.png` — Secrets-page delivery surfacing in dark
mode.

The source attachments are retained with the implementation task and
linked in the internal handoff; the public page publisher was
unavailable in the PR-prep runtime.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts
server/src/__tests__/secrets-routes.test.ts
ui/src/lib/secret-delivery.test.ts
ui/src/components/AgentSecretAccessEditor.test.tsx` — 5 files, 122 tests
passed.
- Security follow-up: `pnpm exec vitest run
server/src/__tests__/agent-secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` — 2 files, 73 tests passed
after active-run and version-consistency fixes.
- Final-head CI: all feature, typecheck, build, e2e, security, and
review gates pass; `General tests (server (1/3))` remains red after one
rerun because unrelated `heartbeat-retry-scheduling.test.ts` cleanup
deletes `heartbeat_runs` before referenced `activity_log` rows.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — feature-local arbitrary-value violations
fixed; command still reports five unchanged `#9627` literals outside
this PR.
- End-to-end QA passed all eight acceptance criteria: grant/list, fetch,
dual audit, env-implies-read, denial matrix, revocation, UI rendering,
and env-injection regression. Evidence:
https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455492
- Security review returned PASS-with-required-changes; the
implementation uses the required dedicated binding-enforcing resolver,
run-bound JWT restriction, run-derived overlays, minimal metadata, and a
resolver redaction-registration hook. Evidence:
https://github.com/paperclipai/paperclip/pull/9921#issuecomment-5027455382

## Risks

- A compromised agent can exfiltrate any secret explicitly granted to
it; explicit company-scoped/run-scoped grants, revocation, and audit
reduce but cannot remove that inherent capability risk.
- The resolver invokes a redaction-registration hook before returning
values, but the current route has no persistent cross-request per-run
redaction registry. Paperclip-owned later comments/events therefore
cannot yet guarantee automatic scrubbing of a deliberately copied
fetched value; QA classified this as non-blocking residual hardening.
- Audit-event insertion currently fails open if the security-event
insert itself fails; the operator activity event provides partial
redundancy, but a future hardening change should define fail-closed
behavior for value delivery.
- This PR overlaps `ui/src/pages/Secrets.tsx` with #9918 and may require
a straightforward rebase after that PR moves.

> 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-5.3-codex`, with reasoning, repository tool use,
terminal execution, Paperclip API access, and GitHub CLI capabilities.
Context-window size is not exposed by the runtime.
- Anthropic Claude Opus 4.8 with 1M context and tool use assisted with
the UI implementation commit.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-22 08:04:39 -05:00