Commit Graph
632 Commits
Author SHA1 Message Date
DottaandPaperclip c7ebc089cb fix(apps): complete managed Google Workspace rollout (#12619)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Apps system gives agents governed access to external services
> - The managed Google Workspace connector uses separate profiles for
each app and access level
> - Several app definitions and callback paths did not enforce the same
profile contract
> - The default method could also select a customer OAuth setup when a
managed read profile was available
> - This pull request aligns the profile contracts, setup guidance,
default selection, and activity attribution
> - The benefit is a consistent managed connection flow for every Google
Workspace app

## Linked Issues or Issue Description

N/A — no public GitHub issue exists for this follow-up. Related merged
work:
[#12600](https://github.com/paperclipai/paperclip/pull/12600) and
[#12609](https://github.com/paperclipai/paperclip/pull/12609).

This change follows the merged Paperclip Cloud managed OAuth broker
work. It does not add a new broker or provider client.

**What happened?**

The Google Workspace connection definitions could drift from the shared
connector profile registry. The callback activity always named Gmail.
Google Sheets did not show the Developer Preview requirement. The setup
flow could select a customer-owned write method when Cloud advertised
only a managed read profile. The tool-access service had no non-Gmail
managed callback test.

**Expected behavior**

Each managed Google Workspace profile must use its exact app slug, MCP
URL, scopes, ownership, risk tier, and write-tool policy. Callback
activity must name the correct app and profile. Every Google Workspace
card must show the same Developer Preview prerequisite. An available
managed method must be the default within the selected capability. The
customer-owned method must remain available as a fallback.

**Steps to reproduce**

1. Advertise only the `gmail.read` managed profile.
2. Open the Gmail connection setup.
3. Observe that the customer-owned draft method becomes the default.
4. Complete a managed Google Drive callback.
5. Observe that the activity row names Gmail instead of Google Drive.
6. Open the Google Sheets setup.
7. Observe that it does not show the Google Developer Preview
prerequisite.

**Paperclip version or commit**

Current `master` at the start of this follow-up.

**Deployment mode**

Local development. The same connector definitions apply to Cloud-hosted
and self-hosted instances.

**Installation method**

Built from source with pnpm.

**Agent adapter(s) involved**

Not adapter-specific. This change affects the core Apps and tool-access
paths.

## What Changed

- Added one table-driven invariant for all 16 Google Workspace profiles.
- Verified each profile against its app slug, MCP URL, exact scopes,
capability, ownership, grant kind, risk tier, and write-tool allowlist.
- Kept the Google Chat write profile least-privilege because its only
enabled write tool is `send_message`.
- Added the Google Developer Preview prerequisite to Google Sheets.
- Preferred an available Paperclip-managed method before a
customer-owned method.
- Preserved explicit capability selection and the customer OAuth
fallback.
- Switched managed-profile availability from the anonymous global
capability document to the enrolled instance's signed status response,
so internal-pilot profiles cannot be enabled locally without an
authorized instance binding.
- Replaced the Gmail callback activity constant with the validated app
slug and connector profile.
- Added connector and route coverage for signed per-instance
capabilities, including inactive and malformed responses.
- Added a Google Drive callback test that covers the signed profile
request, personal vault refs, encrypted secret rows, catalog filtering,
and non-sensitive activity details.

## Verification

- `pnpm -r typecheck` — passed across all workspaces before the
signed-capability follow-up; final targeted shared and server typechecks
also passed after it.
- `pnpm exec vitest run
server/src/services/paperclip-cloud-connector.test.ts` — passed, 9
tests.
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` —
passed, 19 tests.
- `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts` — passed, 205 tests.
- `pnpm test:run` — incomplete after the general server group reported
five failures in `server/src/__tests__/workspace-runtime.test.ts`. The
failures are outside the changed files. The run was stopped before the
remaining serialized suites because the shared worktree was needed for a
follow-up edit.
- `pnpm build` — passed on the final tree.
- `git diff --check` — passed on the final tree.

The five full-suite failures were:

- `records teardown and cleanup operations when a recorder is provided`
- `does not accept an occupied allocated port when listener ownership is
unavailable`
- `backfills a pre-existing HTTP-only managed worktree runtime to
verified HTTPS in place`
- `re-adopts a live service whose shell command differs from the
surviving process argv`
- `reuses a registered legacy worktree that already has the branch
checked out`

## Risks

- The default setup method changes when at least one Paperclip-managed
method is available. Explicit read, write, or draft choices still stay
within the selected capability group.
- Managed method availability now depends on Paperclip Cloud's signed
enrolled-instance status. A Cloud outage or an inactive enrollment hides
managed methods while leaving customer-owned OAuth available.
- The callback activity schema gains a non-sensitive `profile` value. It
does not include tokens, account identifiers, emails, tenant
identifiers, or provider error text.
- The profile invariant is strict. A future Google scope or tool change
must update the shared registry and the matching app definition
together.
- There are no database migrations and no public API 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, GPT-5.6, with reasoning, repository tools, code
execution, and test execution. The effective context window was managed
by the Codex task 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
- [ ] 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>
2026-08-31 19:06:11 -05:00
DottaandPaperclip 3475e33fc7 fix(connector): isolate broker enrollment targets (#12609)
## Thinking Path

> - Paperclip lets operators connect provider accounts for their agents.
> - Self-hosted instances can enroll with the Paperclip Cloud OAuth
broker.
> - A local identity can remain on disk when an operator changes the
broker from production to staging.
> - The old code combined the new target with the old identity and
produced a verification link that Cloud could not accept.
> - The final enrollment callback also returned to an unscoped Apps
path.
> - This pull request binds each identity to one broker target and
returns to the correct company route.
> - The benefit is a fail-closed enrollment flow that works across Cloud
targets and company-prefixed routes.

## Linked Issues or Issue Description

Refs: #12600

**What happened?**

A self-hosted instance with a saved connector identity could switch its
broker base URL and environment. Paperclip then used the saved identity
with the new target. The enrollment page received an unknown draft. A
successful callback also opened an unscoped Apps path, which the UI
treated as a company prefix.

**Expected behavior**

Paperclip must use one atomic identity and broker target. A target
change must never mix old keys with a new broker. A completed enrollment
must return to the initiating company's Connections page.

**Steps to reproduce**

1. Start a self-hosted Paperclip instance and create a pending connector
enrollment against the production broker.
2. Set the connector base URL and environment to staging.
3. Start enrollment again and open the returned verification URL.
4. Complete enrollment and inspect the final browser route.

**Paperclip version or commit**

`300a89ec1`

**Deployment mode**

Local dev (`pnpm dev`) through private HTTPS.

## What Changed

- Resolve the connector broker and environment as one target.
- Rotate a non-active identity when an administrator explicitly starts
enrollment for a different target.
- Reject active target changes and broker/environment mismatches.
- Treat managed environment identity fields as one atomic tuple.
- Require the Cloud verification URL to contain only the exact
enrollment identifier.
- Validate the configured target again before the instance redeems an
enrollment callback.
- Return successful enrollment callbacks to the company-prefixed
Connections page.
- Add regression tests for target isolation, managed identity
precedence, URL validation, and the return path.

## Verification

- `pnpm exec vitest run
server/src/services/paperclip-cloud-connector-enrollment.test.ts
server/src/services/paperclip-cloud-connector.test.ts
server/src/routes/tool-access-connection-intent.test.ts` (31 tests
passed)
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm -r typecheck`
- `pnpm build`
- `git diff --check`
- Completed a staging Cloud enrollment from a local Paperclip instance
through private HTTPS.
- Confirmed the instance reports an active staging enrollment for its
exact HTTPS origin.
- Confirmed the company-prefixed Connections route renders the
enrollment success state.
- `pnpm test:run` also reached five unrelated macOS harness failures.
Two compare `/var` with `/private/var`. Three expect listener-fixture
failures that do not occur on this host. The same five failures
reproduce when the two workspace-runtime suites run alone.

## Risks

- Low risk. The change affects only Paperclip Cloud connector identity
selection and the enrollment return route.
- An active identity now fails closed when an operator changes its
broker target. The operator must restore the original target or perform
a new enrollment flow.
- Starting a new target replaces a non-active draft, so its previous
one-time approval link no longer works.
- This change does not alter provider tokens, grants, catalogs, or tool
calls.

> 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 work used high-reasoning mode,
repository tools, code execution, browser automation, and parallel
review subagents.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 16:43:46 -05:00
DottaandDev Agent 25cf079ec5 feat(runner): add Codex-native application integration (#12591)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The runner package is useful only when the application can start,
observe, and recover a native Codex run safely.
> - Existing direct adapters must keep their current execution and
finalization paths.
> - The application boundary therefore needs additive persistence,
authorization, coordination, and recovery behind an explicit
experimental adapter.
> - This pull request adds that Codex-only boundary without activating
generalized providers, remote environments, or the later task/SDK
surfaces.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, database persistence, adapter utilities, server
native-runtime services, and the experimental Paperclip Runner adapter.

**Problem or motivation**

The already-landed runner package has a qualified Codex path, but the
application needs durable native-run state, guarded runtime selection,
authenticated coordination, tool security, finalization, and recovery
before the experimental adapter can be exercised safely.

**Proposed solution**

Add a Codex-only `paperclip_runner` application path behind the existing
default-off native-runner setting. Bind native state and coordination to
company/run identity, preserve persisted-run recovery, and leave every
direct adapter on its existing legacy execution path.

**Alternatives considered**

The earlier stack boundary introduced a generalized executor and
remote-environment lifecycle here. That made this PR depend on
implementations in higher PRs and changed reusable sandbox behavior
globally. Those pieces are now deferred together to #12592.

**Roadmap alignment**

ROADMAP.md does not list a conflicting native-runner integration
project. This change adds the application boundary for the existing
Runner architecture.

## What Changed

- Added native run/result/finalization/provider-trace persistence,
shared validators, and idempotent migration/replay coverage.
- Added guarded Codex-only runtime selection, authenticated PRP
coordination, recovery, finalization, and interaction services.
- Added run/company-bound tool-gateway authorization, credential
redaction, SSRF protections, and replay-safe behavior.
- Added the explicit `paperclip_runner` adapter behind the default-off
rollout setting.
- Preserved legacy answered-question wake projection and direct-adapter
execution/finalization paths.
- Hardened cancellation so only owned in-memory child processes are
signaled; persisted recycled PIDs/process groups are never trusted.
- Retained the narrow Claude ACPX isolated-context security follow-up
discovered after #12590.
- Deferred the generalized executor, provider ingress, remote lifecycle,
SDK/lab/eval work, release-process changes, and lockfile.

## Verification

- Changed-file delta against `master`: 133 files.
- GitHub Actions is the authoritative verification environment for this
PR.
- Full CI, security, and Greptile review will run on this lowest
unmerged stack PR.
- Local tests/build/typecheck were not run because this checkout is
resource constrained.
- Static diff/reference checks pass, and `pnpm-lock.yaml` is unchanged.

## Risks

- This touches central heartbeat and agent-route code, so legacy
compatibility is the primary risk.
- Runtime selection remains Codex-only and explicit; direct Codex,
Claude, OpenCode, process, HTTP, and plugin adapters remain on their
existing paths.
- Fresh native starts fail closed while the rollout flag is off;
persisted native records remain readable and recoverable.
- Cancellation, company/run binding, tool calls, status decisions, and
completion writes are guarded or replay-safe.

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

## Model Used

OpenAI Codex, GPT-5.6, with repository tools, code execution, and
parallel agent review.

## Checklist

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

## Stack

- Position: 3 of 5 overall; lowest of 3 currently unmerged
- Base: `master`
- Previous:
[#12590](https://github.com/paperclipai/paperclip/pull/12590), qualified
Claude ACPX runtime — merged
- Next: [#12592](https://github.com/paperclipai/paperclip/pull/12592),
generalized Codex executor, task experience, and developer SDKs

---------

Co-authored-by: Dev Agent <dev@paperclip.ing>
2026-08-31 14:38:38 -05:00
DottaandPaperclip a7e6b818e9 feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path

> - Paperclip lets operators give governed tools to AI agents.
> - Connected Apps already support provider OAuth and personal
connection grants.
> - Some providers require one stable callback and do not support
dynamic client registration.
> - Self-hosted Paperclip instances can run at private or changeable
origins.
> - Paperclip Cloud can provide the stable callback while each instance
keeps its durable provider credentials.
> - This pull request adds the instance side of that managed OAuth
protocol and keeps customer-created clients available.
> - The benefit is a safe path to one-click Workspace connections for
hosted and enrolled self-hosted instances.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting. This change updates the server, Apps UI, shared app
definitions, and connection documentation.

**Problem or motivation**

Some OAuth providers require a pre-registered callback and
provider-owned client. An arbitrary self-hosted Paperclip origin cannot
use that client callback directly. Paperclip ID must also stay limited
to product identity instead of resource authorization.

**Proposed solution**

Use the existing Paperclip Cloud application as the fixed callback
broker. Enroll each instance to an exact origin and separate Ed25519 and
X25519 keys. Bind every request and sealed envelope to the instance,
environment, user, company, provider, profile, and exact scope set.
Store durable provider credentials only in the originating instance
vault.

**Alternatives considered**

Customer-created OAuth clients remain available as the independent
fallback. A generic redirect relay was rejected because it would allow
caller-selected destinations and scopes. Paperclip ID was rejected as
the broker because it is the identity boundary. A new service was
rejected because the existing Cloud application already owns customer
login and the public callback origin.

**Roadmap alignment**

This work extends the shipped MCP Tool Gateway and Apps milestone. It
also supports the Connected Apps and Cloud deployments roadmap items.

Companion Cloud implementation:
https://github.com/paperclipai/paperclip-cloud/pull/312

The duplicate search found no related open Paperclip PR or issue.

## What Changed

- Add a `paperclip_cloud_connector` client with signed requests, exact
profile and scope bindings, and X25519-sealed credential handling.
- Add explicit self-hosted enrollment with owner-only instance key
storage and exact HTTPS origins.
- Route managed Google Workspace setup through Paperclip Cloud and
preserve customer-created OAuth clients.
- Keep broker claims retryable until the local vault transaction
commits.
- Keep managed Google per-profile removal local-only to avoid
client-wide provider revocation.
- Add setup status to the Connections page and retain the Paperclip ID
names as compatibility aliases.
- Document the trust boundaries, enrollment, callback, refresh, removal,
and rollout flows.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/shared exec vitest run
src/app-definitions.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/services/paperclip-cloud-connector.test.ts
src/services/paperclip-cloud-connector-enrollment.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts -t 'brokered Gmail
OAuth|brokered OAuth state'`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/apps/Connections.test.tsx`
- `pnpm check:token-gates`
- `pnpm build`
- The full stable test runner also reproduced existing macOS workspace,
skill-discovery, and listener fixture failures outside the changed
paths. GitHub Linux CI is the authoritative full-suite result.

## Risks

- The managed flow depends on
https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider
profiles stay disabled until Cloud deploys that protocol and the
provider approves the managed client.
- A Cloud outage blocks new authorization and refresh. Existing access
tokens continue to work until expiry.
- Managed Google profile removal only deletes the local grant. This
avoids invalidating the user's other profiles that share the managed
Google client.
- Legacy `paperclip_id_connector` records require a reconnect after
their current access tokens expire. Old Paperclip ID keys and refresh
tokens are not sent to Paperclip Cloud.

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

## Model Used

OpenAI GPT-5.6 (Codex). Agentic coding, tool use, code execution, and
subagents were enabled. The context-window size is not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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>
2026-08-31 14:34:46 -05:00
Dotta bc9ba7cd26 feat(runner): project native runs into task threads (#12321)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The experimental Paperclip Runner can execute a guarded Codex run
and persist provider-neutral events.
> - The task page still reads direct-adapter transcripts and cannot
present those native events.
> - Structured runner questions must also use the existing task
interaction experience.
> - Runtime selection must use the persisted run mode, not an adapter
name or a current feature flag.
> - This pull request projects native events and questions into the
existing task thread.
> - Direct adapters keep their existing transcript, composer,
interaction, and finalization paths.
> - The benefit is a complete native Codex task thread without a
behavior change for existing adapters.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces that stale implementation on
current `master`.

**What happened?**

The server persists native runner events and structured input requests.
The task page only consumes direct-adapter transcripts. A native run
therefore cannot present a complete transcript, usage, or question flow
through the normal task experience.

**Expected behavior**

Native runs project persisted provider-neutral events into the existing
task thread. Native structured questions use the existing interaction
card. Direct adapters retain their current behavior.

**Steps to reproduce**

1. Enable the experimental runner.
2. Start a native Codex run that emits progress, usage, a structured
question, and a final reply.
3. Open the task page.
4. Observe that the direct-adapter transcript path cannot project the
native event records.

**Paperclip version or commit**

`master` at `67f9867bc`.

## What Changed

- Add the canonical structured-question validator and shared contract
exports.
- Materialize native input requests as existing task interactions.
- Validate native answers and deliver them through the durable
question-response receipt.
- Resume the original PRP request with an idempotent `request.resolve`
command.
- Project native messages, tool activity, cumulative usage, and final
replies into the existing transcript model.
- Propagate persisted `runtimeMode` to the task page and select native
handling only for `runtimeMode: "native"`.
- Expire pending interactions through the shared issue service on every
terminal transition, including decisions, stalled reviews, tree control,
and pipeline retry cleanup.
- Queue native run cancellation while a transaction is open and execute
it only after the owning transaction commits.
- Keep nonterminal and non-runner issue paths on their existing service
call shapes and behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed, including the
Rust runner release build and protocol/catalog drift gates.
- Focused native-thread and lifecycle suites — 18 files and 481 tests
passed during review.
- `issue-execution-policy-routes.test.ts` — 19/19 passed after the final
transactional-queue expectation update.
- `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the
final isolated compatibility rerun.
- GitHub Actions — policy, build, canary, typecheck/release registry, 5
serialized server shards, 8 general-test shards, 3 browser shards, and
both aggregate gates passed on `7793f3193`.
- Security — Snyk, Socket Project Report, Socket PR Alerts, and
Superagent passed.
- Greptile — 5/5 on `7793f3193`; all actionable review threads resolved.
- `git diff --check` — passed.
- Diff against `master`: 44 files.

## Compatibility Boundary

- Native transcript polling only runs when the persisted run reports
`runtimeMode: "native"`.
- Missing or legacy runtime modes continue through
`useLiveRunTranscripts`.
- Legacy questions keep the existing optional free-text choice.
- Native closed select sets can suppress that legacy fallback.
- Terminal cleanup uses the same issue service for native and legacy
interactions; only a bound native question schedules a native run
cancellation.
- Native cancellation happens after transaction commit, so failed or
rolled-back writes do not cancel a still-valid run.
- The durable delivery service checks the original native request before
it considers a continuation run.
- This pull request adds no migration, dependency, workflow, manifest,
or lockfile change.

## Risks

The main risk is routing a direct-adapter task through native handling
or changing terminal issue behavior. The implementation selects the
native path only from persisted runtime facts, retains the existing
nonterminal call shape, and schedules native cancellation only for a
validated bound native question after commit. Focused and
repository-wide tests cover both paths. Native requests remain bound to
the company, issue, run, and agent; answers are validated, durable, and
idempotent across reconnects.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the affected local tests and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the compatibility notes for this change
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I addressed all Greptile and reviewer comments before requesting
merge
2026-08-29 19:26:20 -05:00
Nicky LeachandPaperclip 4310b0c947 refactor(server): remove unreachable task-drain compensation paths (#12511)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task-drain service controls when task execution can start and
stop.
> - The service had compensation paths for states that its validators or
recovery process already handle.
> - These paths added rollback state and a stuck-claim marker without
improving normal drain behavior.
> - This pull request removes the unreachable TTL clamp, audit rollback,
generation counter, and double-fault marker.
> - The result keeps input validation, audit ordering, atomic release,
and orphan recovery.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
The task-drain service and its routes manage drain state, audit rows,
and execution locks.

**Subsystem affected**
server/ — REST API and orchestration services.

**Current behavior**
The service clamps a validated TTL value. The routes mutate drain state
before audit writes and then restore state after a failed write. Claim
release also tracks a second durable-write failure with an in-memory
marker.

**Proposed behavior**
The validator remains the single TTL policy. The routes write audit rows
before they mutate drain state. Claim release logs a failed write and
lets the orphan reaper release the issue lock.

**Reason and benefit**
The removed paths cannot handle a valid API request that reaches them.
The rollback can lose the original start time. The marker can keep a
drain non-quiescent until process restart. The simpler flow keeps state
consistent and uses the existing recovery path.

**Breaking changes**
None to the public API. A failed claim release keeps the issue lock
until the next orphan-reaper cycle.

## What Changed

- Remove the service-layer TTL clamp because the shared validator
rejects values above the limit.
- Write task-drain audit rows before drain mutation and remove the
rollback helpers.
- Remove the rollback generation counter and its unused state.
- Remove double-fault stuck-claim tracking and keep the atomic release
path.
- State that the quiescent flag describes work in this process.
- Keep the orphan reaper as the recovery path after a failed claim
release.

## Verification

- Run `pnpm --filter @paperclipai/server test
server/src/__tests__/heartbeat-task-drain-admission-release.test.ts`.
- Run `pnpm --filter @paperclipai/server test
server/src/__tests__/heartbeat-task-drain.test.ts`.
- Run `pnpm --filter @paperclipai/server test
server/src/__tests__/instance-settings-routes.test.ts`.
- Run `pnpm --filter @paperclipai/server test
server/src/__tests__/heartbeat-scheduling-suppression.test.ts`.
- Run `pnpm --filter @paperclipai/server test
server/src/__tests__/execution-lock-orphan-cleanup.test.ts`.
- The five affected test files pass with 70 tests.
- Confirm the full pull request checks pass before merge.

## Risks

The issue lock remains held until the orphan reaper runs after a failed
claim release. This uses the existing recovery path for interrupted
runs. The change does not alter the public API or database schema.

## Model Used

OpenAI Codex, GPT-5, 400K context window, 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>
2026-08-29 11:43:16 -07:00
Dotta a560b48d6d feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Provider catalogs must match each provider's current protocol and
credential contract.
> - Postman method labels and API-key placement were outdated.
> - Shopify now offers a UCP commerce endpoint that needs a managed
agent-profile argument.
> - This pull request updates both providers and documents the complete
connection-authoring workflow.
> - The benefit is accurate setup, safer runtime defaults, and a
repeatable provider review process.

## Linked Issues or Issue Description

Refs #11965

This is stack 10 of 11. It depends on stack 9 and preserves the final
catalog work recovered from #11965.

Related: #5904 covers Shopify skill routing. This pull request covers
the Apps connection contract instead.

## What Changed

- Update Postman hosted MCP methods, capability choices, default
selection, and bearer-token placement.
- Add Shopify UCP commerce and Storefront compatibility methods with
public-store prerequisites.
- Inject the reviewed Shopify UCP agent profile at runtime and remove
that managed field from user input schemas.
- Classify Shopify checkout completion and cancellation as destructive
actions.
- Expand the connection authoring runbook from provider research through
verification and pull request handoff.
- Add focused shared, server, and UI coverage.
- Make the approved-execution waiter phase-aware so slow preparation
cannot consume the provider execution timeout and grace period.
- Settle legacy pre-execute-on-approve requests and invocations as
failed, clear their stale idempotency key, and allow a fresh governed
approval instead of leaving work stuck in `executing`.

## Verification

- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/pages/apps/AppsConnect.test.tsx -t
"Postman|Shopify|normalizeConnectionMethodConfig|classifyRisk"` (16
passed)
- `pnpm exec vitest run
server/src/services/approved-execution-wait.test.ts` (4 passed)
- `pnpm exec vitest run server/src/__tests__/tool-gateway.test.ts -t
"enforces policy, approvals, retries, rate limits, and company
boundaries for connected remote MCP calls"` (1 passed)
- `pnpm exec vitest run
server/src/__tests__/tool-gateway-service.test.ts` (21 passed; includes
legacy approval settlement and fresh-approval recovery)
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`

## Risks

- Shopify UCP calls now include a Paperclip-managed agent profile that
overrides caller input at the same path.
- Postman EU credentials now use the hosted MCP server's bearer-token
contract instead of the general REST API header.
- The catalog generator and checked-in definitions change together to
prevent regeneration drift.
- Approved execution preparation has an explicit two-minute bound;
provider execution retains its own 65-second timeout and persistence
grace starting from durable provider start.
- Legacy approvals created before execute-on-approve are intentionally
terminalized and must be requested again under the current signed
contract.

> I checked `ROADMAP.md`. This provider update does not duplicate
planned core work. The related open Shopify PR addresses skill routing,
not Apps connections.

## Model Used

OpenAI Codex, GPT-5. The runtime exact model ID and context window were
not exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-29 12:08:35 -05:00
Dotta d387cc0ff0 feat(connections): add managed external MCP connectors (#12346)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connection intents need secure provider implementations to complete
setup.
> - Some providers use managed OAuth or external credential brokers.
> - Those tokens must stay out of durable Paperclip state and fail
closed when refresh fails.
> - This pull request adds managed connector backends and the required
storage contract.
> - The benefit is safer provider setup with governed credential
lifecycles.

## Linked Issues or Issue Description

Refs #11965

This is stack 8 of 11. It depends on stack 7 and replaces another
reviewable part of #11965.

## What Changed

- Add managed Google Workspace and external connector backends.
- Add Vercel Connect support without storing provider bearer tokens.
- Add replay-safe migration 0232 and its generated snapshot.
- Fail closed and clear stale token bindings when organization OAuth
refresh needs reauthorization.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 194 tests passed.
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`
- `pnpm exec vitest run --project @paperclipai/server
server/src/services/remote-url-credentials.test.ts` (5 passed, including
URL userinfo vault extraction)

## Risks

- Broker metadata errors can block provider setup.
- OAuth refresh failure disables the shared organization connection
until reauthorization.
- Migration 0232 is generated, ordered after 0231, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-29 12:08:34 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 6244e4cf32 feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections need both direct providers and managed provider
hubs.
> - The grant layer now defines safe credential ownership.
> - Composio needs parent and child connection lifecycle rules, and
Gmail needs governed setup.
> - This pull request adds both connector families on the grant
foundation.
> - The benefit is broader app access without weakening credential
isolation.

## Linked Issues or Issue Description

Refs #11965

This is stack 4 of 11. It depends on stack 3 and replaces another
reviewable part of #11965.

## What Changed

- Add Composio parent and child connection support.
- Add Gmail connection setup and governance.
- Preserve credential paths and remove duplicate binding declarations.
- Cascade Composio pause and restore actions to child connections.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- Parent lifecycle changes can affect every Composio child.
- The service restores only children whose provider accounts remain
active.
- Credential binding paths are normalized before secret resolution.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip b51112798f feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections must work in both the operator UI and agent tool
gateway.
> - The first stack layer adds secure remote connections.
> - Operators still need clear setup, test, and recovery states.
> - This pull request adds the gateway behavior and the workspace
connection experience.
> - The benefit is a connection flow that is easier to understand and
recover.

## Linked Issues or Issue Description

Refs #11965

This is stack 2 of 11. It depends on stack 1 and replaces another
reviewable part of #11965.

## What Changed

- Improve remote tool gateway connection behavior.
- Add clearer app setup, test, and recovery states.
- Add focused server and UI tests for the new paths.
- Keep the diff isolated from later identity and catalog work.
- Stabilize DNS-pinned remote HTTP protocol fixtures and the
managed-runtime public-origin fixture for this independently tested
layer.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts` (150 passed)
- `pnpm test:run`
- `pnpm check:token-gates`
- `pnpm build`

## Risks

- Gateway errors now surface through new user-facing states.
- A stale connection can require a new setup attempt.
- The change does not add a database migration.
- The injected HTTP transport and public URL are test-only fixtures;
production DNS pinning and runtime behavior are unchanged.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
DottaandPaperclip cabc9146d0 feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give those agents governed access to external tools.
> - Remote MCP setup needs secure endpoint validation and durable
credentials.
> - PostHog needs both browser sign-in and personal API key setup paths.
> - This pull request adds the shared remote MCP foundation and the
PostHog definition.
> - The benefit is a secure and reusable base for later app connection
work.

## Linked Issues or Issue Description

Refs #11965

This is stack 1 of 11. It replaces the first reviewable part of #11965.

## What Changed

- Add guarded remote MCP setup and credential handling.
- Add PostHog OAuth and API key connection methods.
- Add focused server, shared contract, and UI coverage.
- Keep the migration replay-safe and idempotent.
- Give the late-close security regression the same 10-second CI headroom
as the adjacent real-timer handshake test.
- Synchronize fake-timer handshake tests at the exact ensure-session
boundary so real filesystem setup cannot race the fake deadline.
- Drive PTY overflow coverage only after listener registration so
scheduling cannot reorder the test fixture.

## Verification

- pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts
server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected
cases also passed five focused stress repetitions)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a
sandbox-provided value from a late close rejection into logs or the
result"` (1 passed)
- `pnpm exec vitest run
packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never
promotes a late ensureSession resolution|closes a late-resolving real
handle exactly once"` (2 passed)
- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Remote endpoint validation can reject configurations that previously
passed without checks.
- OAuth configuration errors can block setup until the operator corrects
the provider settings.
- The migration uses guarded statements so repeated execution is safe.
- The test-only synchronization changes do not affect runtime behavior;
they remove filesystem/fake-clock and listener-registration races
observed under parallel CI load.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00
Nicky LeachandPaperclip 6154e00f26 feat(server): add a task-drain admission hold to the instance API (#12485)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The server admits agent work through heartbeat scheduling and
execution paths
> - Operators need to stop new work before maintenance or a graceful
shutdown
> - A process restart alone does not provide a reusable admission
control primitive
> - This pull request adds an instance API that holds new task admission
and reports process quiescence
> - The benefit is a small, auditable control that lets operators wait
for active work without a restart

## Linked Issues or Issue Description

**Problem or motivation**

Operators cannot hold new task admission without restarting the
Paperclip process. A restart can interrupt maintenance flows and does
not provide a status signal for active work.

**Proposed solution**

Add `GET /instance/task-drain`, `POST /instance/task-drain`, and `DELETE
/instance/task-drain`. The server keeps the drain state in process
memory, applies it to every scheduling suppression path, supports an
optional TTL up to 24 hours, and reports active wake and run counts.

**Alternatives considered**

A timer would clear the drain after its TTL, but it could keep the
Node.js event loop open during shutdown. A database row would add
storage and query work for process-local state. The implementation uses
lazy expiry and process memory instead.

**Roadmap alignment**

The change supports the roadmap goal for enforced outcomes and safe
recovery actions. It does not duplicate a listed roadmap item.

**Additional context**

This is a server and shared-package change. It adds no user interface
and no database migration.

## What Changed

- Add process-local task-drain state with lazy TTL expiry.
- Add task-drain admission suppression to the shared heartbeat resolver.
- Add instance routes to read, start, and stop a task drain.
- Add validation for positive TTL values and the shared 24-hour maximum.
- Add activity records for drain mutations and tests for status, access
control, validation, and suppression.

## Verification

- Run `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/heartbeat-task-drain.test.ts
server/src/__tests__/instance-settings-routes.test.ts
server/src/__tests__/heartbeat-scheduling-suppression.test.ts`.
- Run `pnpm --filter @paperclipai/shared exec tsc --noEmit`.
- Run `pnpm --filter @paperclipai/server exec tsc --noEmit` and compare
its known pre-existing errors with the base commit.
- Confirm that pull request CI reaches a terminal green state.

## Risks

The drain state exists only in process memory, so a restart clears it.
This behavior matches the process-local design. A drain without a TTL
remains active until an operator calls the delete route. The status
route reads in-memory activity sets and does not query stale database
rows.

## Model Used

OpenAI Codex, GPT-5, extended reasoning with tool use and code
execution. The exact runtime context window is not exposed by the
execution environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 08:31:11 -07:00
Nicky LeachandPaperclip a20a4944ec feat: add Grok device login to the sandbox login panel (#12469)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip uses adapters to connect agents and model providers to its
control plane
> - The sandbox login panel supports displayed-code login for selected
adapters
> - Grok users need the same login path and a private credential home
for later runs
> - This pull request adds Grok support to the shared device-login path
and preserves the existing Codex path
> - The benefit is one secure login flow for both adapters with
company-scoped credential storage

## Linked Issues or Issue Description

**Agent or provider**

Grok Local needs displayed-code login support in the sandbox login
panel.

**Why this adapter is useful**

This change lets users sign in to Grok from the sandbox login panel. It
also gives later Grok runs access to the stored credential.

**How the agent is invoked**

The Grok local adapter uses its login command through the shared
displayed-code login flow. Later runs receive the managed home through
`GROK_HOME`.

**Additional context**

The change uses adapter-scoped login lifecycle handling. It stores the
credential in a company-scoped directory with mode `0700`, and it stores
the credential file with mode `0600`.

## What Changed

- Rename the shared device-login modules to adapter-neutral names.
- Scope the shared login lifecycle to a closed adapter set.
- Return the device-login URL that the provider prints.
- Add the Grok prompt parser, login command, capability, and login panel
entry.
- Store the Grok credential in a private, company-scoped home directory.
- Pass `GROK_HOME` to later Grok runs.
- Add tests for the Grok adapter, the Daytona sandbox provider, the
server login path, and the user interface.

## Verification

- Run `pnpm vitest run
packages/adapters/grok-local/src/server/adapter-auth-promotion.test.ts`.
- Run the Grok adapter package suite.
- Run the Daytona sandbox provider suite.
- Run the server device-login suites.
- Run the user interface suite.
- Confirm the full CI suite passes.

## Risks

The change extends shared login lifecycle code to another adapter. A
regression could affect Codex login. The credential path uses explicit
`chmod` calls to keep the directory at mode `0700` and the file at mode
`0600`.

## Model Used

OpenAI Codex, GPT-5. The runtime used tool calls and code review
support. The runtime did not provide a context-window value.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-28 21:48:34 -07:00
Nicky LeachandPaperclip d9449e636e feat(onboarding): sign in to an agent provider during onboarding (#12440)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New organizations create their first agent through the onboarding
wizard
> - The wizard does not show provider sign-in when a host credential is
absent or unknown
> - The create step also gives unclear feedback when the provider needs
authentication
> - This pull request adds a safe auth signal and a provider sign-in
step for sandbox drivers
> - The benefit is a clearer onboarding path with no token or account
data in the signal

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (server API, shared types, and UI)

**Problem or motivation**

The onboarding wizard can fail when the selected provider needs
authentication. It does not tell the person how to complete sign-in.

**Proposed solution**

Add a status-only provider auth signal. Show the sign-in panel for
sandbox drivers when the signal says `absent` or `unknown`. Apply a
stored Claude login to the new agent and block creation when the adapter
test reports missing authentication.

**Alternatives considered**

The wizard could hide the sign-in panel when the signal read fails. This
would hide a needed action, so this pull request shows the panel when
the signal is unknown.

**Roadmap alignment**

The change supports the roadmap goal for scoped and audited credential
bindings.

**Additional context**

The auth signal returns only `present`, `absent`, or `unknown`. It never
returns a token, identifier, or account name.

## What Changed

- Add `GET /api/companies/:companyId/adapters/:type/auth-signal` with
company and permission checks.
- Add shared auth-signal types and the UI query path.
- Apply a stored Claude login by reference without reading its token.
- Show the provider sign-in panel only for sandbox drivers with
interactive terminal support.
- Block agent creation when the provider test reports missing
authentication.
- Add route, wizard, and end-to-end test coverage.

## Verification

- `pnpm --filter @paperclipai/server test adapter-auth-signal-routes`
passes 50 tests.
- `pnpm --filter @paperclipai/ui test OnboardingWizard` passes 69 tests.
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` exits with code 0.
- The `e2e_shards` lane runs `tests/e2e/onboarding.spec.ts`.

## Risks

The route reads a host-local readiness signal. It returns `unknown` on
read errors and never exposes credential data. The UI may add a sign-in
step when the signal is unavailable.

## Model Used

OpenAI Codex, GPT-5, extended reasoning, tool use, and code execution.
The exact context window was not provided.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-28 10:20:37 -07:00
Devin Foley bc1a21564f Remove the company brand color and per-company attachment limit (#12291)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - A company is the top-level container, and the company General page
holds its settings
> - Two of those settings did almost nothing: the brand color only
tinted the generated company icon, and the attachment size limit sat
under the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES` cap that
already bounded every upload
> - A setting that changes one icon hue, and a setting that can only
lower a limit the operator already set, are not worth the page space or
the code that carries them
> - This pull request deletes both settings from the UI, the validators,
the API contract, the server, and the database
> - With the deployment cap as the only limit left, the message a person
sees when an upload is rejected has to name that limit in terms they can
act on, so the raw byte count becomes a human-readable size
> - The benefit is a shorter company General page for every deployment,
one attachment limit instead of two, and less code between an upload and
its ceiling

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

The company General page (`/company/settings`), the `PATCH
/api/companies/{companyId}` and `PATCH
/api/companies/{companyId}/branding` request contracts, and the
attachment upload limit on task, case, and company-import uploads.

**Subsystem affected**

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

**Current behavior**

The company General page shows an "Appearance" section with three
controls: Logo, Brand color, and Attachment size limit. The brand color
is a hex value that feeds one thing — the hue of the generated company
pattern icon. Companies that never set one already get a hue derived
from the company name. The attachment size limit is a per-company byte
count stored on `companies.attachment_max_bytes`. Every upload path
clamps it against the deployment-level `PAPERCLIP_ATTACHMENT_MAX_BYTES`
cap, so the per-company value can only lower a limit the operator
already chose.

**Proposed behavior**

The Appearance section keeps the Logo control only. The company pattern
icon always derives its hue from the company name. Every attachment path
reads the deployment cap directly, so `PAPERCLIP_ATTACHMENT_MAX_BYTES`
is the single limit. An upload rejected by that limit says so in human
units — "File is larger than the 10 MB limit" rather than a raw byte
count. The `companies.brand_color` and `companies.attachment_max_bytes`
columns are dropped, and both fields leave the company API contract.

**Reason and benefit**

Both settings ask an operator to make a decision that changes almost
nothing. The brand color moves one icon hue on a page that also lets you
upload a real logo, which overrides the icon entirely. The attachment
limit reads as a real control but cannot raise anything, so it is a
second place to look when an upload is rejected. Removing both shortens
the page every deployment sees, removes a company-scoped read from the
task attachment upload path, and leaves one attachment limit to reason
about instead of two.

**Breaking changes**

The company API responses no longer include `brandColor` or
`attachmentMaxBytes`, and `GET /api/invites/{token}` no longer includes
`companyBrandColor`. `PATCH /api/companies/{companyId}/branding` is
strict, so a request that sends `brandColor` now returns 400; the
non-strict `PATCH /api/companies/{companyId}` schema strips it. Company
packages exported by older versions still import: the portability
company manifest schema is non-strict, so the retired keys are stripped
and ignored rather than rejected. Companies that stored a brand color
lose it — their icon reverts to the name-derived hue that every company
without a color already used.

## What Changed

- Removed the "Brand color" and "Attachment size limit" fields from the
company General page, along with their state, dirty checks, save
payload, and Save-button gating.
- Removed `brandColor` and `attachmentMaxBytes` from
`createCompanySchema`, `updateCompanySchema`, and
`updateCompanyBrandingSchema`, and deleted the now-orphaned
`DEFAULT_COMPANY_ATTACHMENT_MAX_BYTES` and
`MAX_COMPANY_ATTACHMENT_MAX_BYTES` constants.
- Removed both fields from the `Company` type, the portability manifest
type and schema, and the `companiesApi.update` payload allowlist.
- Dropped `brandColor` from `CompanyPatternIcon` and its callers, so the
icon hue always comes from the company name. Deleted the now-unused
`hexToHue` helper and the now-unused `pickTextColorForSolidBg` export.
- Stopped emitting `brandColor` from the company service selection and
from the invite-summary and invite-branding payloads in
`server/src/routes/access.ts`.
- Replaced `normalizeIssueAttachmentMaxBytes` with the deployment cap:
task attachments, case attachments, and company import now use
`MAX_ATTACHMENT_BYTES` directly. The helper is deleted.
- Added `formatAttachmentSize()` next to `MAX_ATTACHMENT_BYTES` and
routed every over-limit message through it, so a rejected upload names
the limit in human units instead of raw bytes: `Image exceeds 10485760
bytes` becomes `Image is larger than the 10 MB limit`. Enforcement is
unchanged — the same single cap, the same multer limits, the same status
codes and response shapes.
- Added migration
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` and removed
both columns from the Drizzle `companies` schema.
- Kept legacy imports working: the portability company manifest schema
is non-strict, so older packages carrying the retired keys still import
with the keys ignored.
- Updated the skill API reference and the implementation spec, and
pruned the token-extraction allowlist entries that the removed code made
stale.

## Verification

Commands run from the repository root:

- `pnpm --filter @paperclipai/shared typecheck` — pass
- `pnpm --filter @paperclipai/db typecheck` — pass (includes
`check:migrations`, which validates the new migration number and journal
entry)
- `pnpm --filter @paperclipai/ui typecheck` — pass
- server typecheck via `node_modules/.bin/tsc --noEmit` in `server/` —
pass. `pnpm --filter @paperclipai/server typecheck` could not run
locally because it builds the Rust runner first and `cargo` is not
installed on this machine; the TypeScript step it wraps is the command
above.
- `npx vitest run packages/shared/src/validators/company.test.ts` — 6
passed
- `npx vitest run server/src/__tests__/company-portability.test.ts` — 90
passed
- `npx vitest run server/src/__tests__/attachment-types.test.ts
server/src/__tests__/assets.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/company-portability.test.ts
server/src/__tests__/cases-routes.test.ts` — 165 passed (the
human-readable limit messages)
- `npx vitest run server/src/__tests__/company-branding-route.test.ts
server/src/__tests__/issue-attachment-routes.test.ts
server/src/__tests__/invite-summary-route.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/companies-route-cross-company-authz.test.ts` — all
passed
- `npx vitest run cli/src/__tests__/company.test.ts
cli/src/__tests__/company-delete.test.ts` — 27 passed
- `npx vitest run` in `ui/` — 4425 passed, 1 pre-existing failure
unrelated to this change (`OnboardingWizard.test.tsx` "renders instead
of throwing when the browser denies storage access", which also fails on
`master`)
- `npx vitest run` in `server/` — see the note below
- `node scripts/check-token-gates.mjs` — no new violations; the only
reported violations are the pre-existing `PillGuy.tsx` ones present on
`master`

New tests added:

- `packages/shared/src/validators/company.test.ts` — the create and
update schemas strip the retired keys, the strict branding schema
rejects `brandColor`, and the portability manifest schema accepts a
legacy entry carrying both keys and drops them.
- `server/src/__tests__/company-branding-route.test.ts` — `PATCH
/api/companies/{companyId}/branding` returns 400 for `brandColor` and
does not call the company service.
- `server/src/__tests__/company-portability.test.ts` — a legacy package
that declares `brandColor` and `attachmentMaxBytes` imports
successfully, and neither key reaches `companies.create`.
- `server/src/__tests__/issue-attachment-routes.test.ts` — the effective
task attachment limit is the deployment cap, and the route no longer
loads the company to size an upload.
- `server/src/__tests__/attachment-types.test.ts` —
`formatAttachmentSize()` renders the default cap as `10 MB`, keeps one
decimal place for fractional sizes and drops a trailing `.0`, falls back
to KB and bytes for small caps, steps up to GB, and never emits `NaN`
for a degenerate input.
- `server/src/__tests__/assets.test.ts` — the asset-image and
company-logo routes both return the human-readable limit message on an
over-cap upload.

## Merge with master

`master` moved while this was open, and the merge needed two
resolutions:

- **`ui/src/pages/CompanySettings.tsx`.** #12243 reworded the
user-facing
copy from "company" to "organization", and that rewording landed inside
  the "Brand color" and "Attachment size limit" hints — the two fields
this change deletes. Both fields are removed, so the conflicted block is
dropped whole. The Logo field and every other copy change from #12243
are
  kept.
- **Migration renumbered 0228 -> 0229.** #12307 landed
  `0228_nasty_grim_reaper`, so this migration is now
`0229_drop_company_brand_color_and_attachment_max_bytes`. Its snapshot
is
rebuilt from master's `0228_snapshot.json` with only the two `companies`
  columns removed, and `meta/_journal.json` is master's journal plus a
single `idx: 229` entry. `pnpm --filter @paperclipai/db
check:migrations`
  passes.

The snapshot was rebuilt by hand rather than taken from `drizzle-kit
generate`, because master's `0228_snapshot.json` has drifted from
master's
own schema: `issue_question_response_deliveries.error_count` is created
by
master's 0228 SQL but missing from its snapshot, and the snapshot still
carries `decision_archive_notification_outbox.error_count`. Regenerating
folds both into this migration, and the resulting `ADD COLUMN
error_count`
would fail on a fresh database where master's 0228 already created that
column. Rebuilding from master's snapshot leaves that drift exactly
where
it is and keeps this migration to the two column drops. The drift is
pre-existing on master and is not addressed here.

## Risks

- **The migration is a destructive column drop.**
`0229_drop_company_brand_color_and_attachment_max_bytes.sql` removes
`companies.brand_color` and `companies.attachment_max_bytes`. It is safe
because both features are removed in the same change and nothing reads
either column after it. The statements use `DROP COLUMN IF EXISTS`,
matching the convention of the recent drop migrations in this
repository. The drop is not reversible: a downgrade after this migration
loses any stored values.
- **Stored brand colors are lost.** A company that had set a color now
renders the name-derived icon hue that every company without a color
already used. No other surface changes, and an uploaded logo still
overrides the icon.
- **API response shape narrows.** `brandColor` and `attachmentMaxBytes`
leave the company payloads, and `companyBrandColor` leaves the invite
summary payload. A client reading those fields now sees `undefined`. The
bundled UI and CLI are updated in this change.
- **Legacy imports are covered.** Packages exported by older versions
still carry both keys. The manifest schema is non-strict, so the keys
are stripped rather than rejected, and a test locks that in.
- **The over-limit message strings changed.** Anything matching on the
old `... exceeds N bytes` text — a test, a script, or a client that
string-matches `body.error` — needs updating. The status codes (422) and
response shapes are unchanged, so structured clients are unaffected.
- **Attachment limits can only widen.** A deployment that had lowered a
company below the deployment cap now allows uploads up to the cap for
that company. Lower `PAPERCLIP_ATTACHMENT_MAX_BYTES` if a smaller
ceiling is needed.
- **Storybook visual baselines shift** for the `CompanyPatternIcon`
matrix story, because those fixtures had brand colors. That workflow
runs only on a PR labeled `storybook-visual`, so it does not gate this
PR; regenerate the baselines if the label is added.

## Model Used

Claude (Anthropic), Claude Opus, agentic tool use via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 12:11:05 -07:00
Devin Foley 7b91fe9ea7 Hide host-path and execution-engine surfaces in managed-sandbox-only mode (#12293)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - An instance can turn on the `enableManagedSandboxOnly` feature,
which hides the local environment and runs every agent in the
platform-managed environment
> - That feature already gated the environment pickers, the onboarding
wizard, and the server-side run selection, but many other screens still
showed absolute paths on the execution host and still let the user pick
an execution engine
> - On such an instance those controls name a filesystem the user cannot
reach; a path written there is stored and then ignored, which reads as a
broken control
> - This pull request hides the remaining host-path and execution-engine
surfaces behind the same feature, adds a server rule that refuses a
project-workspace path write while the feature is on, and closes a
related route gap in the isolated-workspace pages
> - The benefit is that a managed instance shows no host path and no
folder picker anywhere, and a write that carries a path now fails with a
clear message instead of being silently discarded

## Linked Issues or Issue Description

No public issue exists. The description below follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The `enableManagedSandboxOnly` instance feature, and the UI surfaces
that show
a host filesystem path: project properties, the new-project dialog, the
project
workspace and execution workspace detail pages, the workspace and task
cards,
plugin local folders, and the agent configuration form with its
per-adapter
fields. It also improves route gating for `enableIsolatedWorkspaces`.

**Subsystem affected**

Cross-cutting (`ui/` and `server/`).

**Current behavior**

When `enableManagedSandboxOnly` is on, the local environment disappears
from the
environment pickers and the server refuses to run an agent on the local
host.
Everything else stays visible. A user still sees:

- the project "Local folder" row, its absolute path, and the
Set/Change/Clear buttons
- the "Local folder" field and its "Choose" folder picker in the
new-project dialog
- the "Local path" field and fact row on a project workspace
- the "Paths" and "Lifecycle commands" groups on an execution workspace
- the working directory on workspace cards, task properties, and runtime
service rows
- the plugin "Local folders" section
- "Working directory (deprecated)", "Command", "Execution engine",
"ACP server command", "ACP state directory", and "Agent instructions
file" in
  the agent configuration form

A path typed into any of these names a filesystem no agent on the
instance uses.
The project workspace API also accepts a `cwd` write and stores it.

Separately, `/workspaces`, `/execution-workspaces/*`, and
`/projects/:projectId/workspaces/:workspaceId` render for anyone who
types or
bookmarks the URL, even with `enableIsolatedWorkspaces` off. Only the
sidebar
entry reads that flag.

**Proposed behavior**

With `enableManagedSandboxOnly` on, none of those surfaces render. A
project
whose codebase came from a managed checkout keeps its one-line
"Paperclip-managed folder." label and shows no path. The non-path
controls stay:
repo URL, branch, service URL, port, command output, ACP session mode,
ACP
non-interactive permissions, Codex fast mode, and the sandbox toggles.

The project-workspace create and patch routes, and the nested workspace
on
project create, answer `422` with
"This instance runs agents only in the platform-managed environment;
local
folders are not configurable." when the payload carries a non-null
`cwd`.
A `cwd: null` write still passes, so an instance that just turned the
feature on
can clear a stale path.

With `enableIsolatedWorkspaces` off, the three workspace route groups
redirect to
the dashboard.

**Reason and benefit**

A control that cannot do anything is worse than a missing control: the
user fills
it in, saves, and gets no error and no effect. The server rule turns
that silent
no-op into a clear refusal. The route gate stops a feature that an
instance has
turned off from staying reachable by URL, which is the same standard the
Cases,
Pipelines, and hidden-settings pages already meet.

**Breaking changes**

None for a default instance: both flags are off by default for
self-hosted and
managed instances, so nothing changes unless an operator turns them on.
Stored
`adapterConfig` values are never cleared, so turning the feature off
restores
every previous value.

## What Changed

- Add `ui/src/hooks/useManagedSandboxOnly.ts`, modelled on
`useAppsEnabled`, for
components that do not already read the experimental settings. It
exposes
`hideHostPaths`, which fails closed while the settings query is in
flight, so
a cold cache never flashes a host path before the policy resolves.
Components
that keep their own settings read compute the same gate from
`isFetched`.
- Add `managedSandboxOnly` to `AdapterConfigFieldsProps` and populate it
where
`AgentConfigForm` builds the adapter field props. Resolve the effective
instructions-file gate once as `hideInstructionsFile || hideHostPaths`,
so
  every adapter hides that path field with no per-adapter edit.
- Hide under the flag: the project "Local folder" block and its
absolute-path
  edit panel (a managed checkout keeps its label, without the path); the
new-project "Local folder" field; the project-workspace "Local path"
field and
fact row; the execution-workspace "Paths" and "Lifecycle commands"
groups; the
working directory on the workspace summary card, the task workspace
card, the
task properties "Folder" row, and the runtime service rows; the plugin
"Local
folders" section; "Working directory (deprecated)" and "Command" in the
agent
form; and the per-adapter "Execution engine", "ACP server command", and
"ACP state directory" for `claude_local`, `codex_local`, and
`gemini_local`.
- Drop two working-directory fallbacks that had no gate to read: the
close-workspace
dialog now falls back to "No additional details", and the reuse-existing
  workspace label and picker subtitle fall back to a neutral phrase.
- Refuse a non-null `cwd` with `422` on `POST /projects/:id/workspaces`,
`PATCH /projects/:id/workspaces/:workspaceId`, and the nested workspace
on
  `POST /companies/:companyId/projects`, following the
  `assertNoAgentHostWorkspaceCommandMutation` precedent on those routes.
- Add `IsolatedWorkspacesRouteGate` and wrap the `/workspaces`,
`/execution-workspaces/*`, and
`/projects/:projectId/workspaces/:workspaceId`
  routes with it.
- Leave the SSH "Remote workspace path" and the workspace file browser
alone,
  with a comment explaining why.

## Verification

Automated:

- `pnpm --filter @paperclipai/ui exec vitest run` — 479 of 480 files
pass
(4455 of 4456 tests). The one failure is `OnboardingWizard.test.tsx >
renders
instead of throwing when the browser denies storage access`, which also
fails
  on `origin/master` and is unrelated to this change.
- `pnpm --filter @paperclipai/server exec vitest run project workspace
instance-settings`
— 45 of 50 files pass. Four files fail on macOS for reasons unrelated to
this
  change: `workspace-instance-cleanup`, `workspace-runtime`,
  `execution-workspace-runtime-control-conflict`, and
  `workspace-runtime-exposure` compare `/var/...` against the resolved
`/private/var/...` or bind real ports. The same files fail on a clean
`master`
  checkout on the same machine.
- `pnpm --filter @paperclipai/ui typecheck`
- `tsc --noEmit` in `server/` (after
`pnpm --filter @paperclipai/plugin-sdk ensure-build-deps`). The package
`typecheck` script also builds the Rust runner, which needs `cargo`; it
is not
  installed on the machine that ran this.

New and extended tests:

- `ui/src/adapters/managed-sandbox-only-config-fields.test.tsx` — the
three
adapters drop the execution engine, the ACP paths, the instructions-file
path,
and every "Choose" button when the flag is on, and keep the non-path
controls.
- `ui/src/components/AgentConfigForm.render.test.tsx` — flag-on and
flag-off
renders for the working directory, the command, the engine, the ACP
paths, and
  the resolved adapter field props.
- `ui/src/components/ProjectProperties.managed-sandbox.test.tsx`,
  `ui/src/components/NewProjectDialog.managed-sandbox.test.tsx`,
  `ui/src/pages/ProjectWorkspaceDetail.test.tsx`,
  `ui/src/components/ProjectWorkspaceSummaryCard.test.tsx`,
  `ui/src/components/WorkspaceRuntimeControls.test.tsx`.
- `ui/src/components/IsolatedWorkspacesRouteGate.test.tsx` — redirect
when off,
  render when on, and render nothing while the flag query is in flight.
- "Still loading" cases for the project properties, the new-project
dialog, the
workspace summary card, the runtime service rows, and the agent
configuration
form, each asserting that no host path renders before the policy
resolves.
-
`server/src/__tests__/project-workspace-managed-sandbox-routes.test.ts`
— the
  `422` on all three write paths, the `cwd: null` pass-through, and the
  flag-off pass-through.

Manual check to reproduce: turn on Managed Environment Only in instance
experimental settings, then open a project, the new-project dialog, an
agent's
configuration, and a workspace page. No path, folder icon, or "Choose"
button
appears. Turn the setting off and each control returns with its stored
value.

No documentation change was needed. The operator-facing text for both
settings
lives in the feature catalog entry, which already states the contract
this pull
request now enforces across the UI.

## Risks

- Low. Both flags default to off, so a default instance is unchanged.
- The hidden fields are presentation only. No stored `adapterConfig`
value is
cleared, because an import carries adapter configuration written on
another
instance and clearing it would break that flow. Turning the setting off
shows
  every previous value again.
- The `422` is the one behavior change for an API caller, and only while
the
setting is on. `cwd: null` still passes so a stale path can be cleared.
- The route gate renders nothing until the flag query settles, so an
instance
with isolated workspaces on never flashes a redirect. An instance with
the
  feature off now redirects a bookmarked workspace URL to the dashboard.
- Every host-path guard fails closed while the settings query is in
flight, so a
default instance shows those controls a moment later than before on a
cold
load. That is the safe direction: the alternative flashes a path a
managed
  instance must never show.
- Two path surfaces stay on purpose, each with a comment: the SSH
"Remote
workspace path" is a path on the user's own remote host, and the
workspace file
browser shows workspace-relative paths. The instance Adapters page also
keeps
its "Local path" install option, since that page is an instance-admin
surface
the hosting operator can already hide through the hidden-settings
mechanism.

## Model Used

Claude (Anthropic), Claude Opus, 1M context window, extended thinking,
agentic
tool use through Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:59:14 -07:00
Devin Foley 325041cb00 fix(assets): accept identity-provider characters in image upload namespaces (#12288)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What happened?**

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

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

**Expected behavior**

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

**Steps to reproduce**

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

Or, with no identity provider:

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

**Paperclip version or commit**

`master` at eb86fcd49.

**Deployment mode**

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

**Agent adapter(s) involved**

Not adapter-specific (core bug).

## What Changed

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

## Verification

Targeted runs:

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

New cases:

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

Typecheck:

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

Package suites:

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

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

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

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

## Risks

Low risk.

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

## Model Used

- Claude (Anthropic), Claude Opus, 1M context window, extended thinking,
agentic tool use through Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 11:27:31 -07:00
Dotta 67f9867bc6 fix(interactions): deliver question answers durably (#12307)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can pause a task and ask the user structured questions.
> - The answer is durable in the issue interaction, but delivery to the
next run is not durable.
> - A process restart can therefore leave an answered interaction
without a continuation attempt.
> - Native runners also need a provider-neutral question contract before
the task page can consume native events safely.
> - This pull request adds a content-free delivery outbox and an
optional native steering seam.
> - Direct adapters keep their existing heartbeat continuation path.
> - The benefit is reliable answer delivery without changing runtime
selection or task-page behavior.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces the question-delivery foundation
from that stale task-thread pull request. The task-thread projection
will follow in a smaller pull request.

**What happened?**

Question answers were stored in the issue interaction. The server then
made one in-memory continuation wake. A server stop between those
operations could leave the answer stored but not delivered. The combined
native task-thread pull request also made this behavior hard to review
separately from UI changes.

**Expected behavior**

The answer and its delivery receipt must commit in one transaction. The
server must retry pending receipts after a restart. Existing direct
adapters must keep the current wake path. A native runtime may use the
optional steering seam, but this pull request does not enable native
steering in production.

**Steps to reproduce**

1. Create an `ask_user_questions` interaction.
2. Answer the interaction.
3. Stop the server before the continuation wake completes.
4. Start the server again.
5. On current master, no durable record tells the server to retry the
answer delivery.

**Paperclip version or commit**

Current `master` at `4d82f5eae`.

## What Changed

- Add the `issue_question_response_deliveries` table and migration.
- Store only routing state, a correlation ID, and a payload digest in
the delivery row. The answer remains in the existing interaction result.
- Commit an answered interaction and its pending delivery row in one
transaction.
- Add bounded claims, retry recovery, cumulative terminal state, and
content-free activity records.
- Keep every built-in direct adapter and external adapter on the
existing heartbeat wake path.
- Add an optional native steering seam. No production caller supplies
that seam in this pull request.
- Retain the provider-neutral `paperclip.question_set.v1` presentation
on recovered interactions.
- Run delivery immediately after an answer and sweep pending rows at
startup and on the existing server interval.
- Add focused database, service, route, startup, adapter-matrix, digest,
and duplicate-delivery tests.

## Compatibility Boundary

- This pull request does not change adapter selection.
- This pull request does not start runnerd.
- This pull request does not create native run records.
- Direct adapters never call the native steering seam.
- The existing interaction result stays authoritative for answer
content.
- The migration is additive and does not rewrite existing rows.
- This pull request has no UI, dependency, workflow, package-manager, or
lockfile changes.
- The diff has 19 files.

## Verification

- `pnpm exec vitest run
server/src/__tests__/question-response-delivery.test.ts
server/src/services/issue-thread-interactions.test.ts
server/src/__tests__/issue-thread-interaction-routes.test.ts
server/src/__tests__/server-startup-feedback-export.test.ts` — 4 files
and 120 tests passed.
- `pnpm -r typecheck` — passed for all applicable workspaces. This
includes Cargo format and check, protocol drift checks, and migration
safety.
- `pnpm build` — passed. This includes the Rust release binary, server
build, and UI production build.
- `git diff --check` — passed.
- Secret patterns were not present in the changed text files.
- The repository token gates currently report violations from unchanged
files on `master`. This pull request does not change those files.

## Risks

The main risk is routing a direct-adapter answer into a native session.
The service checks the persisted runtime mode, and the adapter matrix
proves that all direct adapters use only the existing wake path. The new
table is additive. It has foreign keys, unique correlation constraints,
bounded attempts, and status checks. Activity records omit question and
answer content.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes:` / `Closes:`
/ `Refs:` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket ID or instance-derived details
- [x] I have run the affected tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have documented the new contracts and compatibility boundary
- [x] I have considered and documented compatibility and security risks
above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-27 12:12:21 -05:00
Nicky LeachandPaperclip 8f1e3cfe24 feat(observability): add opt-in Sentry error monitoring for the server and the browser (#12190)
## Thinking Path

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

## Linked Issues or Issue Description

**What is improved?**

Paperclip gains optional error monitoring for server and browser
failures.

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-26 11:15:45 -07:00
DottaandPaperclip a9d0927fe8 fix(adapters): restore Paperclip skill for legacy runners (#12225)
<!-- 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.
> - Legacy local adapters run agents that use the Paperclip skill for
the control-plane workflow.
> - PR #7029 removed the required-skill fallback and made runtime skill
selection depend only on stored preferences.
> - No migration or runtime fallback replaced that behavior for existing
agents or non-CEO agents.
> - PR #12138 added core skills to new CEOs, and PR #12147 added Claude
skill discovery. These changes did not mount the operational skill for
all legacy agents.
> - This pull request makes the operational skill a legacy adapter
runtime invariant. It keeps all other skills configurable.
> - The native runner stays unchanged because its protocol supplies the
control-plane contract.
> - The benefit is that new and existing legacy agents can always
operate through Paperclip.

## Linked Issues or Issue Description

Refs #7029

Refs #12138

Refs #12147

**What happened?**

A skill-capable legacy local agent could start without
`paperclipai/paperclip/paperclip`. This happened when the agent had no
stored skill preference. An explicit empty preference also removed the
skill. The agent then reported that the Paperclip skill was not
available.

**Expected behavior**

Every skill-capable legacy local adapter must mount the Paperclip
operational skill when the runtime inventory contains it. Optional
skills must remain configurable. The native runner must keep its current
protocol-based behavior.

**Steps to reproduce**

1. Create a non-CEO `codex_local` agent without `paperclipSkillSync`
preferences.
2. Start a legacy heartbeat.
3. Inspect the managed `CODEX_HOME/skills` directory.
4. Observe that the Paperclip skill is absent before this change.

**Paperclip version or commit**

The problem reproduces on `master` before this pull request. PR #7029
introduced the configured-only selection behavior.

**Deployment mode**

Local development and self-hosted legacy local adapters.

## What Changed

- Added a shared legacy skill resolver that always selects the canonical
Paperclip operational skill when it is available.
- Applied the resolver to direct adapter execution, ACPX execution,
skill snapshots, and persistent skill sync.
- Added Hermes skill materialization at sync and run boundaries.
- Aligned Cursor, Gemini, and OpenCode execution-time injection with the
configured child `HOME`.
- Made Hermes stop execution when another installation blocks the
required operational skill.
- Kept optional skills controlled by `paperclipSkillSync.desiredSkills`.
- Kept `paperclip_runner` on the configurable-only resolver.
- Added regression coverage for missing preferences, empty preferences,
each skill-capable legacy adapter, ACPX, Hermes, and native runner
isolation.
- Documented the legacy runtime invariant.

## Verification

- `pnpm -r typecheck` passed on the pushed commit.
- `pnpm build` passed on the pushed commit.
- The adapter utility regression suites passed: 236 tests.
- The changed server adapter suites passed: 48 tests across 12 files.
- The OpenCode adapter suite passed: 8 tests.
- The Hermes adapter suite passed: 7 tests.
- `git diff --check` passed.
- `pnpm test:run` is not clean on this macOS host. The command reported
failures in unchanged workspace and filesystem suites. An isolated rerun
of `company-skills.test.ts` and `company-skills-service.test.ts`
reproduced 11 failures because macOS resolved `/var/...` paths as
`/private/var/...`. The changed adapter suites pass independently.

## Risks

- This change deliberately makes the operational skill non-removable for
skill-capable legacy local adapters.
- Existing agents receive the skill on their next list, sync, or run
boundary. No database migration is required.
- The resolver does not create a skill when the runtime inventory does
not contain the canonical entry.
- Hermes aborts a run if another installation occupies the required
operational skill target.
- Hermes removes only an undesired Paperclip-owned symlink that still
points to the known Paperclip source.
- The native runner does not receive the legacy default.

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

## Model Used

OpenAI Codex based on GPT-5. The exact serving model ID and context
window were not exposed. The agent used reasoning, tool use, and code
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-26 09:45:24 -05:00
Nicky LeachandPaperclip dc30dc4f34 fix(setup-token): pin the start guard to the served adapter (#12179)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Sandbox agents use adapter login routes to start authenticated
sessions
> - The setup-token start route accepted adapter types that later routes
and cleanup did not serve
> - This mismatch could create sessions that no route or reaper could
reach
> - The OpenAPI body schema and synchronous login capability defaults
also differed from the enforced behavior
> - This pull request pins the start guard to the served adapter, shares
the adapter constant, aligns the schema, and exposes login capabilities
early
> - The benefit is consistent session access, cleanup, API
documentation, and login UI behavior

## Linked Issues or Issue Description

Refs: #11730

Refs: #11286

**Subsystem affected**

Cross-cutting server and UI login behavior.

**Problem or motivation**

The setup-token start route accepted a non-served adapter type.
Follow-up routes and the reaper only handled the served adapter. This
could create an unreachable session that held its slot. The OpenAPI
schema and early capability defaults also did not match the route
behavior.

**Proposed solution**

Pin the start guard, follow-up key, and reaper filter to one exported
served-adapter constant. Derive the OpenAPI body from the strict shared
schema. Add the login capability projection to synchronous defaults.

**Alternatives considered**

Keep separate adapter constants and add another guard at each follow-up
route. This would preserve duplicate sources of truth and leave future
drift possible.

**Roadmap alignment**

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

## What Changed

- Reject a setup-token start request when its adapter type is not the
served adapter.
- Reuse one exported adapter constant for the start guard, follow-up
key, and reaper filter.
- Derive the company adapter login-sessions start body from the strict
shared schema.
- Add the `login` capability projection to the synchronous Claude and
Codex adapter defaults.
- Add regression coverage for the rejected non-served adapter request.

## Verification

- The setup-token route suite passes, including the non-served adapter
regression test.
- The setup-token session-service suite passes.
- The setup-token reaper suite passes.
- The OpenAPI suite passes.
- The server TypeScript check passes.
- The UI TypeScript check passes.
- GitHub Actions must confirm all required checks after pull request
creation.

## Risks

The start route now rejects adapter types that follow-up routes cannot
serve. No database migration exists. Revert the one commit to roll back
the change.

## Model Used

OpenAI Codex, GPT-5, exact runtime model ID not exposed, large context
window, reasoning, tool use, and code execution. The implementing
engineer used AI assistance.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-25 19:48:44 -07:00
Devin Foley 9c03443c48 feat: hideable company settings pages, with import floored on cloud-managed instances (#12199)
## Thinking Path

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

## Linked Issues or Issue Description

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

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

A cloud-managed instance floors direct company creation (`POST
/api/companies` answers 403 `cloud_managed`), but the import routes
still accept company bundles, so an import can materialize companies the
hosting platform did not provision. The UI offers Import entry points
that lead to a surface that is not available on cloud-managed instances.

**Proposed behavior**

On instances where `isCloudManagedInstance()` is true, every import
route answers 403 `code=cloud_managed` before auth and body work, and
the Import UI (sidebar entry, settings tab, org-chart button,
`/company/import` route) is hidden or redirected. Export remains fully
available. Self-hosted instances are unchanged.

**Reason and benefit**

Cloud-managed instances keep one consistent provisioning authority, and
users do not see an Import surface that dead-ends in a 403.

## What Changed

- `server/src/routes/companies.ts`: a router-level floor mounted at the
`/import` and `/:companyId/imports` prefixes. It covers the single-shot
upload, preview, job polling, chunked transfer
declare/part-upload/status/preview/apply, and the agent-safe per-company
import routes. It throws `forbidden(..., { code: "cloud_managed" })` on
cloud-managed instances, or `403 settings_operator_managed` when the
operator hides `company.import` — both before auth and body validation,
mirroring the company-creation floor.
- `packages/shared/src/settings-visibility.ts`: new
`HIDEABLE_COMPANY_PAGES` registry group — `company.members`,
`company.invites`, `company.secrets`, `company.export`, `company.import`
— with a `hidesCompanyPage` helper. The company General page stays
non-hideable (settings root). `company.import` floors its API; the other
keys are UI-visibility only, as documented in the registry, so
membership/invite/secret/export APIs stay live for agents.
- `ui/src/components/CloudManagedPageGate.tsx` (new): route gate that
redirects cloud-managed instances to `/company/settings`, modeled on
`HiddenSettingsPageGate`.
- `ui/src/App.tsx`: wraps the `company/import` route in
`CloudManagedPageGate`.
- `ui/src/components/CompanySettingsSidebar.tsx`,
`ui/src/components/access/CompanySettingsNav.tsx`,
`ui/src/pages/OrgChart.tsx`: hide the Import entry points when
`useCloudInstance()` reports a managed instance, and honor the new
`company.*` hidden-settings keys for every company page entry (sidebar
item, tab, org-chart buttons).
- `ui/src/App.tsx`: `HiddenSettingsPageGate` route gates for the members
(incl. the legacy access route), invites, secrets, export, and import
pages under their `company.*` keys.
- `docs/deploy/environment-variables.md`: documents the new keys and
their semantics; the CLI and board-operator guides note that import is
unavailable on cloud-managed instances.
- Tests: new `server/src/__tests__/company-import-cloud-floor.test.ts`
and `ui/src/components/CloudManagedPageGate.test.tsx`, registry cases in
`packages/shared/src/settings-visibility.test.ts`, plus cloud and
hidden-key cases in the sidebar, settings-nav, and org-chart suites.

## Verification

- TypeScript typechecks pass for every workspace package (`tsc` in
shared, server, ui; the runner's Rust leg needs a local cargo toolchain
and is covered by CI).
- `pnpm test` on this branch fails only in 9 files that also fail on a
clean `origin/master` checkout on the same machine
(environment-dependent suites: live-listener probes,
workspace/native-runtime spawns, skill materialization). Zero
branch-only failures against that baseline; every suite touched by this
change passes.
- `server/src/__tests__/company-import-cloud-floor.test.ts` asserts:
every import route answers 403 `cloud_managed` under the server-token
signal; the managed-config signal alone also floors; every import route
answers 403 `settings_operator_managed` when `company.import` is hidden;
hiding other company pages leaves import open; the floor applies before
auth and body validation; export stays open on cloud-managed instances;
self-hosted import preview and job polling still work.
- `packages/shared/src/settings-visibility.test.ts` covers the new
`company.*` keys and `hidesCompanyPage`.
- UI suites assert the Import tab, sidebar entry, and org-chart button
disappear on a cloud-managed instance while Export stays, that
`/company/import` redirects through the gate, and that the `company.*`
keys hide their sidebar entries and tabs.

## Risks

- Low risk for self-hosted installs: the floor is inert unless a cloud
signal (`PAPERCLIP_CLOUD_TENANT_SERVER_TOKEN` or
`PAPERCLIP_MANAGED_CONFIG`) is present, and the self-hosted paths are
regression-tested.
- On cloud-managed instances this is a deliberate behavioral removal:
import (including agent-driven safe imports and resumable transfers)
stops working the moment an instance runs this build. In-flight chunked
transfers on such instances cannot be applied afterward; they answer
403.
- CLI import commands against a cloud-managed instance now fail with the
`cloud_managed` error; the message names the reason.
- The new `company.*` keys change nothing unless an operator sets them:
`PAPERCLIP_HIDDEN_SETTINGS` unset keeps behavior identical, and older
images ignore unknown keys by design. The four non-import company keys
hide UI only; their APIs stay live, which the registry documents
explicitly.

## Model Used

Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic
coding session with tool use (code search, editing, local test
execution).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 16:06:35 -07:00
Dotta 397de98193 feat(runner): add flagged Codex execution adapter (#12188)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #11962

Refs #12111

Refs #12169

Refs #12176

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and applicable tests pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 16:03:41 -05:00
Devin Foley fcb84d472d feat: already-imported transfer error names the landed company (#12144)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chunked company-import transfers are deduplicated by content: a
byte-identical zip that already finished an apply is rejected
> - The rejection said only "this exact package was already imported by
a completed transfer" without saying where that import went
> - Users who could not find the earlier import read the rejection as
data loss and kept retrying, or exported again and created duplicate
companies
> - This pull request makes the declaration response carry the company
the completed apply created, and both clients name it in the error
> - The benefit is that the dedupe rejection now points at the existing
import instead of implying it vanished

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `alreadyCompleted` rejection when re-declaring a chunked
company-import transfer.

**Subsystem affected**

Shared transfer contract
(`packages/shared/src/company-import-transfer.ts`), transfer declaration
route (`server/src/routes/companies.ts`), web import page, CLI import
command.

**Current behavior**

`POST /api/companies/import/transfers` returns `alreadyCompleted: true`
with no pointer to the earlier import. Web and CLI raise "This exact
package was already imported by a completed transfer. Re-export the
package to import it again."

**Proposed behavior**

The response includes an optional `company` field (`{id, name,
issuePrefix} | null`) resolved from the completed run's company link.
Web and CLI raise a shared message: `… It created the company
"Paperclip" (PAPA) — open it from the company switcher. Re-export the
package to import it again.` A company that was deleted since (or a link
that was never written) degrades to `null` and the original message.

**Breaking changes**

None. The new response field is optional; old clients ignore it.

## What Changed

- `CompanyImportTransferCreated` gains optional `company`, plus a shared
`buildAlreadyImportedMessage` used by both clients.
- The declaration route's `alreadyCompleted` branch resolves the landed
company null-safely via `companyService.getById`.
- Web (`ui/src/pages/CompanyImport.tsx`) and CLI
(`cli/src/commands/client/company.ts`) raise the shared message.

## Verification

- `cd packages/shared && npx vitest run
src/company-import-transfer.test.ts` — 3 tests (named company, id
fallback, no-company original message).
- `cd server && npx vitest run
src/__tests__/company-import-transfer-routes.test.ts` — 24 tests; the
re-declaration test now asserts the company payload and the
deleted-company null path.
- `cd cli && npx vitest run
src/__tests__/company-import-transfer.test.ts` — 17 tests; new test pins
the named-company message.
- `cd ui && npx vitest run src/pages/CompanyImport.test.tsx` — 23 tests.
- `pnpm run typecheck` clean in shared, server, ui, cli.

## Risks

- Low risk. The lookup runs only on the `alreadyCompleted` branch and is
null-safe; the transfer run is already scoped to the requesting actor
(user + instance context in the actor key), so the response never names
a company the caller did not import.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:50 -07:00
Devin Foley 5af49cb477 feat(server): CEO agents get the core paperclip skills by default (#12138)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Each agent's runtime only receives skills listed in its own
desired-skill set; the company library alone does nothing for an agent
> - Every CEO creation path (first-run wizard hire, New Agent
first-agent flow, cloud onboarding seed) creates the CEO with an empty
desired-skill set
> - The default CEO instructions tell the agent to use the core
paperclip skills, so a fresh CEO contradicts its own instructions and
reports its toolkit as "not installed"
> - This pull request unions the core skill keys into every
skills-capable CEO hire/create and into the onboarding-seeded CEO's
adapter config
> - The benefit is that a new CEO can actually do what its instructions
describe, and stops telling users that installed skills do not exist

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Creating the first lead agent (role `ceo`) via hire, create, or the
cloud onboarding seed.

**Subsystem affected**

Server — agent hire/create routes (`server/src/routes/agents.ts`),
onboarding seed (`server/src/services/onboarding-seed.ts`), company
skills service constant (`server/src/services/company-skills.ts`).

**Current behavior**

A CEO created by the wizard, the New Agent page, or the onboarding seed
has no `paperclipSkillSync` block. Its runtime mounts zero skills. Its
default instructions (`server/src/onboarding-assets/ceo/AGENTS.md`,
`HEARTBEAT.md`) tell it to use `paperclip-create-agent`,
`para-memory-files`, and the paperclip coordination skill. The agent
then reports these skills as not installed.

**Proposed behavior**

When the new agent's role is `ceo` and its adapter supports skill sync,
the hire and create routes union the five bundled
`paperclipai/paperclip/*` skill keys into the requested desired-skill
set. The onboarding seed writes the same preference into the seeded
CEO's adapter config. Explicit requests win over defaults for the same
key. Non-CEO agents are unchanged. Any default stays removable through
`POST /agents/:id/skills/sync`.

**Breaking changes**

None. The default is additive, applies only to role `ceo` on
skills-capable adapters, and the bundled skills are guaranteed present
in every company library by `ensureSkillInventoryCurrent`.

## What Changed

- New exported constant `PAPERCLIP_CORE_SKILL_KEYS` in
`server/src/services/company-skills.ts` (the five bundled
`paperclipai/paperclip/*` keys).
- `defaultRoleSkillSelections` + `withDefaultRoleSkillSelections`
helpers in `server/src/routes/agents.ts`, applied in both the hire and
create routes before `resolveDesiredSkillAssignment(..., "add")`.
- `server/src/services/onboarding-seed.ts` builds the seeded CEO's
adapter config with `writePaperclipSkillSyncPreference` instead of `{}`
when the seeded adapter supports skills.

## Verification

- `cd server && npx vitest run
src/__tests__/agent-skills-routes.test.ts` — 32 tests pass (three new:
CEO default set, union with a requested skill, non-CEO untouched).
- `cd server && npx vitest run
src/__tests__/onboarding-seed-route.test.ts` — 14 tests pass (seeded CEO
adapter config assertion added).
- `cd server && npx vitest run
src/__tests__/agent-permissions-routes.test.ts` — 54 tests pass.
- `cd server && pnpm run typecheck` — clean.

## Risks

- Existing CEOs are not modified; only newly created ones get the
defaults. An operator who wants a minimal CEO can remove the skills
after creation with the skills sync (mode `remove`), and that removal
sticks. Adapters without skill support are skipped, so the change is
inert there.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 13:51:39 -07:00
Devin Foley c62bb4b16b feat: environment delete with agent reassignment and consented sandbox destroy (#12053)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments define where agent runs execute: local, SSH, or
provider sandboxes
> - Operators can create and edit environments, but the UI has no way to
delete one
> - The server already exposes `DELETE /environments/:id` and a
delete-blast-radius preflight, but no UI consumes them, and a delete
blocked by reusable sandbox leases gives the operator no path forward
> - This pull request adds the delete flow to the environment
configuration page: a preflight-driven modal that reassigns dependent
agents, names the workspaces that hold blocking sandbox leases, and can
destroy those sandboxes with explicit consent
> - The benefit is that operators can retire stale environments from the
UI without database surgery, and dependent agents move to a chosen
replacement instead of silently falling back

## Linked Issues or Issue Description

Refs #8554
Refs #11124

**Subsystem affected**

Environments (server routes, environment runtime service, and the
environment settings UI).

**Problem or motivation**

The environment configuration page has no delete control. The server
delete endpoint exists, but nothing in the UI calls it. When reusable
sandbox leases block a delete, the 409 error names no owner, so the
operator cannot find the blocking workspace. Agents that use the
environment as their default lose it silently through the FK `on delete
set null`.

**Proposed solution**

Add a delete button with a confirmation modal on the environment edit
page. The modal reads the delete-blast-radius preflight. It offers a
dropdown to reassign dependent agents to another environment before the
delete. It lists each workspace that holds a blocking reusable sandbox
lease, with a link. When those leases are the only blocker, the confirm
button destroys the sandboxes inline
(`?destroyReusableSandboxLeases=true`) and then deletes. A failed
teardown falls back to `pending_cleanup` for the sweep, so no sandbox is
orphaned.

## What Changed

- `ui/src/pages/CompanyEnvironments.tsx`: delete button on the edit page
header, confirmation modal with agent reassignment select, lease-holder
list, impact notes, and a consent-labeled destroy-and-delete action
- `ui/src/api/environments.ts`: `deleteBlastRadius` and `remove` client
methods; `remove` takes an optional `destroyReusableSandboxLeases` flag
- `server/src/routes/environments.ts`: `DELETE /environments/:id`
accepts `?destroyReusableSandboxLeases=true`; it destroys the
environment's reusable sandbox leases first, but only when those leases
are the sole delete blocker, then re-checks the blast radius before it
deletes
- `server/src/services/environment-runtime.ts`: new
`destroyReusableSandboxLeasesForEnvironment` — destroys every reusable
sandbox lease an environment still owns while the environment config
(provider credentials) is still available
- `server/src/services/environments.ts`: the delete blast radius now
returns `reusableSandboxLeaseHolders` (lease id, workspace, issue) so
clients can name what blocks a delete
- `packages/shared/src/types/environment.ts`:
`EnvironmentDeleteReusableLeaseHolder` type on the blast radius
- Tests: route gating for the consent flag (destroy runs, mixed-blocker
rejection, surviving-lease rejection), runtime destroy scoped to an
environment, blast-radius holder join, and UI tests for the reassignment
flow, holder links, and the consent button

## Verification

- `npx vitest run server/src/__tests__/environment-routes.test.ts
server/src/__tests__/environment-service.test.ts
server/src/__tests__/environment-runtime.test.ts
ui/src/pages/CompanyEnvironments.test.tsx`
- Manual: open Settings → Environments → edit an environment. The trash
icon opens the modal. With agents on the environment, pick a
reassignment target and confirm; agents move and the environment
deletes. With reusable sandbox leases, the modal names the holding
workspaces and the confirm button reads "Destroy N sandboxes and
delete".

## Risks

- The consented path destroys provider sandboxes. It runs only when
reusable leases are the sole blocker, so a delete that would still be
rejected never destroys anything. A failed teardown routes to
`pending_cleanup` and the delete stays blocked until the sweep resolves
it.
- Agent reassignment issues one PATCH per agent from the client. A
mid-sequence failure leaves some agents reassigned; the reassignments
are valid on their own and the UI refreshes to the actual state.
- Hard blockers (managed local, instance default, pending cleanup) keep
the existing 409 behavior and disable the confirm button.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-23 16:53:17 -07:00
DottaandPaperclip ae6761e2b0 fix(server): authorize agent resume through direct grants (#12047)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip keeps agent lifecycle changes behind control-plane
authorization
> - Plugins can create agents in a paused state until an operator
activates them
> - An agent with a direct configuration grant could not resume these
agents
> - A paused plugin-managed agent also had no stable provenance in its
pause reason
> - This pull request adds one protected resume path and preserves every
other lifecycle gate
> - The benefit is safe recovery from plugin provisioning without a
broad permission change

## Linked Issues or Issue Description

Refs #8168. That pull request uses a role capability and also opens
clear-error. This change uses the current grant system and keeps
clear-error closed.

**What happened?**

A plugin can create a paused managed agent. An agent actor cannot resume
that agent, even when the actor has a direct `agents:configure` grant.
The paused agent can also have a null pause reason.

**Expected behavior**

An agent with a direct `agents:configure` grant can resume an accessible
paused agent. An agent without that grant cannot resume it.
Plugin-managed paused agents show stable plugin provenance. A completed
resume stays in effect after reconcile.

**Steps to reproduce**

1. Install a plugin that declares a managed agent with `status: paused`.
2. Give a same-company agent a direct `agents:configure` grant.
3. Call `POST /api/agents/{id}/resume` with the granted agent key.
4. On the base revision, observe a board-only authorization error.

**Paperclip version or commit**

`master` at `63df7ad2b3`.

**Deployment mode**

All deployment modes. This is a server authorization and reconcile
behavior.

## What Changed

- The resume route now uses the protected `agent_config:update` decision
with `requiresChangeGrant: true` for agent actors.
- The route keeps board access, tenant non-disclosure, and invalid
organization-chain protection.
- Resume activity now records the real user or agent actor, run, and API
key.
- Plugin-managed paused agents now receive a stable provenance reason
and pause time at creation.
- Reconcile backfills only a null reason on an agent that is still
declared and stored as paused.
- Reconcile preserves manual, budget, system, and other pause reasons.
It does not pause a resumed agent again.
- The implementation specification now records the narrow resume
exception.

## Verification

- `pnpm exec vitest run
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/plugin-managed-agents.test.ts` passed: 2 files and
26 tests.
- `pnpm --filter @paperclipai/server typecheck` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- GitHub CI passed all policy, typecheck, build, test, e2e, canary, and
security gates on commit `306edf469c`.
- Greptile reviewed all 5 changed files. Its check passed with 0
comments and 0 unresolved threads.
- The host uses Node 22.22.2. The repository requests Node 24.11 or
newer, so pnpm printed engine warnings.
- A broad `pnpm test:run` attempt did not complete its general-server
group. Runtime port fixtures failed because host port `52000` was
already bound. The isolated failing fixture reproduced the same port
conflict. The focused feature tests passed before and after the final
commit.

## Risks

The main risk is an unintended lifecycle permission increase. The change
limits agent access to resume only. It requires a protected
direct-change decision. It does not open pause, clear-error, terminate,
approval, or key-management routes. Tests cover denial, self-denial,
tenant isolation, organization-chain checks, and activity attribution.
There is no database migration.

> This change fixes a narrow gap in the completed plugin, approval, and
activity-log roadmap areas. It does not add a new roadmap feature.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with xhigh reasoning, tool use, and code
execution. The runtime 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>
2026-08-23 16:15:32 -05:00
Nicky LeachandPaperclip 63df7ad2b3 feat(login): use the login pseudo-terminal for Codex device login and de-Claude the shared channel (#12020)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Expected behavior**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-23 09:44:59 -07:00
zach-hermesandPaperclip 8db826d18a fix(issues): cycle-aware issue_blockers_resolved after terminal reset (#11979)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents resume blocked work through the `issue_blockers_resolved`
wake when every durable blocker is `done`
> - That wake is level-triggered: one ready state produces one wake,
shared by the issue update route, workspace-finalize backstop, and
periodic liveness backstop
> - The ready-state key hashed only the dependent id and blocker set, so
it ignored a later reset from a terminal status back into `blocked`
> - After that reset, completing the same blockers found the previous
cycle's completed wake and suppressed the new continuation
> - This pull request folds the dependent's `blockedTransitionAt` into
the ready-state key, with compatibility for old no-cycle keys
> - The benefit is that a reset blocked issue receives exactly one new
wake without watchdog status repair or a change to blocker edges

## Linked Issues or Issue Description

Refs: https://github.com/paperclipai/paperclip/issues/5985
Refs: https://github.com/paperclipai/paperclip/issues/6555
Related: https://github.com/paperclipai/paperclip/pull/8009
Related: https://github.com/paperclipai/paperclip/pull/11570

This change does not auto-flip `blocked` to `todo`. The wake is the
continuation. It also does not treat cancelled blockers as resolved.

**What happened?**
A blocked assigned issue that was previously `done` or `cancelled`, then
reset to `blocked` on the same blocker set, did not receive
`issue_blockers_resolved` when those blockers later returned to `done`.
A completed wake from the previous cycle reused the same level-triggered
state key and suppressed the new wake. Route-time emit,
workspace-finalize backstop, and periodic liveness backstop all used
that helper.

**Expected behavior**
When every durable blocker is `done`, a currently `blocked` assigned
issue must receive exactly one valid `issue_blockers_resolved`
continuation for the current blocked cycle. A completed wake from an
earlier cycle must not suppress it. Watchdog `blocked` → `todo` repair
must not be required.

**Steps to reproduce**
1. Assign issue B, block it on issue A, mark A `done`, and let B receive
`issue_blockers_resolved`.
2. Mark B `done`.
3. Reset A to `todo` and reset B from `done` to `blocked` on the same A
id. This refreshes `blockedTransitionAt`.
4. Mark A `done` again.
5. Observe that B stays `blocked` with no new `issue_blockers_resolved`
wake.

**Paperclip version or commit**
`master` at `cc42a67e7e9e8eb183097afc8ff4ebfa694fb3e0`

**Deployment mode**
Self-hosted server

## What Changed

- Extend `buildIssueBlockersResolvedWakeStateKey` so the digest includes
the dependent's `blockedTransitionAt` as UTC ISO-8601, or `none`
- Thread `blockedTransitionAt` through `listWakeableBlockedDependents`,
both route emit sites, and both backstop candidate selects
- Keep compatibility: new cycle-aware keys suppress in idempotent
statuses; old no-cycle state keys suppress when in-flight, or when
completed and `requestedAt >= blockedTransitionAt` (or the cycle is
null); legacy per-edge keys stay in-flight-only
- Do not rewrite `blockedByIssueIds`, auto-flip `blocked` → `todo`, or
delete historical wake rows
- Add helper, route, restore, chained dependent, and backstop tests for
the reset cycle

## Verification

```
pnpm --filter @paperclipai/server exec vitest run \
  src/__tests__/issue-dependency-wakeups-routes.test.ts \
  src/__tests__/heartbeat-issue-liveness-escalation.test.ts \
  src/services/issue-dependency-wakeups.ts \
  src/services/issue-dependency-wakeups.test.ts
```

Local result: all named tests passed (helper 9, routes 8, liveness 26).

## Risks

- Deploy overlap: in-flight and same-cycle completed wakes still exist
under the old no-cycle key. The lookup keeps those as suppressors so
this change does not enqueue a duplicate in the current cycle.
- A completed old-key wake from before the current `blockedTransitionAt`
no longer suppresses. That is the intended fix.
- No schema migration. Rollback is revert of this PR.
- This does not change cancelled-blocker semantics or watchdog `blocked`
→ `todo` repair.

> 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

- Provider: xAI
- Model: Grok 4.6
- Tool use and code execution: yes
- Human-authored: no

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-23 08:50:38 -07:00
417336f8be fix(workspaces): attach PR preparation to existing branches (#11703)
<!-- 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.
> - Execution workspaces isolate an agent task from the primary
checkout.
> - Pull request preparation can need a branch that already contains
completed work.
> - The workspace policy could not require an exact existing branch.
> - Workspace cleanup also treated worktree creation as branch
ownership.
> - This pull request adds an exact existing-branch policy and separate
branch ownership metadata.
> - The benefit is safe pull request preparation that preserves every
existing commit and operator-owned branch.

## Linked Issues or Issue Description

**What happened?**

A pull request preparation run could not pin its execution workspace to
an exact existing branch. Workspace reuse and cleanup could also confuse
worktree creation with branch ownership.

**Expected behavior**

The run must attach only to the requested branch in an isolated Git
worktree. It must fail if the branch is missing, busy, or inconsistent.
Cleanup must not delete a branch that Paperclip does not own.

**Steps to reproduce**

1. Create a branch that contains completed work.
2. Configure a pull request preparation task to use that branch.
3. Start the task and observe that the prior policy cannot require the
exact branch.

**Paperclip version or commit**

This behavior reproduces on the base revision before this pull request.

**Deployment mode**

Local development with isolated Git worktrees.

## What Changed

- Add `existingBranch` to the execution workspace policy and shared
validation contracts.
- Require `existingBranch` to use an isolated Git worktree and reject
conflicting branch templates.
- Attach to the exact branch without creating, renaming, resetting, or
deleting it.
- Track branch ownership separately from worktree creation and use that
ownership during cleanup.
- Return HTTP 422 for invalid existing-branch settings on every
issue-producing route.
- Add a bounded repair script for existing pull request preparation
tasks.
- Add focused policy, route, heartbeat, runtime, and ready-comment
tests.
- Document the exact-branch behavior and safety rules.

## Verification

- `pnpm exec vitest run
server/src/__tests__/execution-workspace-policy.test.ts
server/src/__tests__/heartbeat-workspace-session.test.ts
server/src/__tests__/issue-existing-branch-validation-status.test.ts
server/src/__tests__/workspace-runtime.test.ts
server/src/services/workspace-runtime-exposure.test.ts
server/src/services/workspace-runtime-ready-comment.test.ts` passed 335
tests.
- `pnpm -r typecheck` passed for all workspace projects.
- `pnpm test:run` passed 4,431 tests. Two unrelated embedded-Postgres
setup hooks timed out under aggregate load. Their isolated rerun passed
74 tests.
- `pnpm build` passed for all workspace projects.
- The two review regressions passed with 139 unrelated tests skipped.
- All latest-head CI gates passed after one unrelated timing-sensitive
test passed on rerun.
- Greptile scored the latest head 5/5 with no unresolved review threads.

## Risks

- Invalid workspace settings now return HTTP 422 instead of a generic
validation response.
- The exact branch must already exist and must not be checked out by
another worktree.
- The new policy fails closed when it cannot prove branch identity or
ownership.
- This change has no database migration.

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

## Model Used

OpenAI Codex from the GPT-5 family assisted with this change. The
runtime did not expose its exact deployment ID or context window. The
agent used high-reasoning mode, repository tools, shell execution, 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:23:18 -05:00
Devin Foley adfbe2d4b9 feat(environments): refer to the managed default environment by name, not the sandbox driver key (#11838)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Subsystem affected**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

`933749e01f74e82ce5d315c071be534d04e01158`

**Deployment mode**

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

**Agent adapter(s) involved**

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

**Database mode**

Not database-related.

**Access context**

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

**Additional context**

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

## What Changed

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

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

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

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

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

## Verification

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

## Risks

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

## Model Used

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

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 11:30:49 -07:00
3abe9e2134 build(deps): bump zod from 3.25.76 to 4.4.3 (#11719)
Bumps [zod](https://github.com/colinhacks/zod) from 3.25.76 to 4.4.3.
<details>
<summary>Release notes</summary>
<p><em>Sourced from <a
href="https://github.com/colinhacks/zod/releases">zod's
releases</a>.</em></p>
<blockquote>
<h2>v4.4.3</h2>
<h2>Commits:</h2>
<ul>
<li>4c2fa95ce3f3390fbc522324e406b4e9e89b88f9 docs: use Zernio primary
wordmark for gold sponsor logo</li>
<li>2aeec83eb135e3a83756e973ef44845fc5a455d2 docs: prune lapsed gold
sponsors and rebalance logo sizing</li>
<li>7391be88ac1ee5cd02057f5ccc012a1f5df4efd0 docs: prune lapsed
silver/bronze sponsors and add active ones</li>
<li>2c703322a21b4e2b12f33f49ea8430c451a68b4f docs: normalize bronze
sponsor logos to github avatar pattern</li>
<li>9195250cab0e7950efe39c3926d6c203b4b0a170 docs: remove Mintlify from
bronze sponsors (churned)</li>
<li>b8dffe9e62f17e6571e6249d05cc5102b54d94e4 docs: remove Numeric and
Speakeasy (2+ missed monthly cycles)</li>
<li>1cab69383fcdeae2a366d5e2a2fc4d8fc765d168 fix(v4): restore catch
handling for absent object keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5937">#5937</a>)
(<a
href="https://redirect.github.com/colinhacks/zod/issues/5939">#5939</a>)</li>
<li>c2be4f819064eed62c7c350a2d399b5faecd15f8 fix(v4): generalize
optin/fallback to transform; restore preprocess on absent keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5941">#5941</a>)</li>
<li>f3c9ec03ba7a28ae72d25cc295f38674bee0f559 4.4.3</li>
<li>1fb56a5c18c27102dbc92260a4007c7732a0ccca docs: document release
procedure in AGENTS.md</li>
</ul>
<h2>v4.4.2</h2>
<h2>Commits:</h2>
<ul>
<li>0c62df0ea19fd05abdf90473e9eef7eea530fab2 Clean up docs navigation
and stale labels (<a
href="https://redirect.github.com/colinhacks/zod/issues/5901">#5901</a>)</li>
<li>20cc794895cc8604fe0c87d83a5d1c3f89fad0ac chore: add security policy
and refresh tooling deps</li>
<li>6fbe07b0177efdd1bf1c0b05160e70d7a0702337 fix(docs): heading anchor
links now include the hash so it doesnt scoll all the way up, follows
navbar logic (<a
href="https://redirect.github.com/colinhacks/zod/issues/5791">#5791</a>)</li>
<li>4bbed1b1c73eca4ce9e59b1189ed236aa6c8b5bd Tighten discriminated union
option typing</li>
<li>bbac3e567e7fccfaaf7cdc97f1ce30c295e2c908 Update PR guidance for
agents</li>
<li>cf0dc942a32805c292fff59ade20a7ace980735a Merge remote-tracking
branch 'origin/main' into fix-discriminated-union-key-constraint</li>
<li>292c894a5fd2aa42e527900b83d8d7a3009a709c docs: add Zernio gold
sponsor</li>
<li>1fc9f311c28dcf80d0bb5a36b177086cbc3d8eca docs: document codec
inversion</li>
<li>1373c85da9aeff704a9762d27bc58699618aefb7 docs: remove AI disclosure
guidance</li>
<li>e20d02b473c08e3a4e557bc610b1b5fac079b649 chore: ignore triage
notes</li>
<li>e58ea4d91b1dfe8194b73508203213cbc7e9c936 docs: test Zod Mini tab
code heights</li>
<li>905761a5d127e8d5dd2ebb3bc88c75cb0b8149ff docs: document preprocess
input type narrowing</li>
<li>bf64bac850d4dee2b7dde7e64909d5d796d32043 chore: tighten test
guidance in AGENTS.md</li>
<li>8ec4e73f4c4693b6361ad591be40fb41eb8a9f95 chore: update play.ts
scratch</li>
<li>02c2baf7d0d615872fa4528a8020603b71211702 Make z.preprocess defer
optionality to inner schema (<a
href="https://redirect.github.com/colinhacks/zod/issues/5929">#5929</a>)</li>
<li>88015df8e25c44fb5385eb3ef28935119cd5edea fix(docs): drop deprecated
<code>baseUrl</code> from tsconfig</li>
<li>c59d4474e3b4cad1b323462186cf607178ce8267 4.4.2</li>
</ul>
<h2>v4.4.1</h2>
<h2>Commits:</h2>
<ul>
<li>481f7be4238c83ed58183f921b2646f340a91c6a ci: gate release publishing
on full test workflow</li>
<li>95ccab423aec720b2523c3a64cdc7e3204537cc7 test(v3): restore optional
undefined expectations</li>
<li>cede2c63739a5823d6aa5093d291e9a111da943d fix(v4): reject tuple holes
before required defaults (<a
href="https://redirect.github.com/colinhacks/zod/issues/5900">#5900</a>)</li>
<li>edd0bf0f5ada4a8dc581c259407d7bbad0a71ea7 release: 4.4.1</li>
<li>180d83d1dbe6a59260710cc8637a3dea2281ee56 docs: remove Jazz featured
sponsor</li>
</ul>
<h2>v4.4.0</h2>
<h2>4.4.0</h2>
<p>This is a minor release with a wide set of correctness and soundness
fixes. Some fixes intentionally make Zod stricter, so code that depended
on previously accepted invalid or ambiguous inputs may need small
updates.</p>
<h2>Potentially breaking bug fixes</h2>
<!-- raw HTML omitted -->
</blockquote>
<p>... (truncated)</p>
</details>
<details>
<summary>Commits</summary>
<ul>
<li><a
href="https://github.com/colinhacks/zod/commit/1fb56a5c18c27102dbc92260a4007c7732a0ccca"><code>1fb56a5</code></a>
docs: document release procedure in AGENTS.md</li>
<li><a
href="https://github.com/colinhacks/zod/commit/f3c9ec03ba7a28ae72d25cc295f38674bee0f559"><code>f3c9ec0</code></a>
4.4.3</li>
<li><a
href="https://github.com/colinhacks/zod/commit/c2be4f819064eed62c7c350a2d399b5faecd15f8"><code>c2be4f8</code></a>
fix(v4): generalize optin/fallback to transform; restore preprocess on
absent...</li>
<li><a
href="https://github.com/colinhacks/zod/commit/1cab69383fcdeae2a366d5e2a2fc4d8fc765d168"><code>1cab693</code></a>
fix(v4): restore catch handling for absent object keys (<a
href="https://redirect.github.com/colinhacks/zod/issues/5937">#5937</a>)
(<a
href="https://redirect.github.com/colinhacks/zod/issues/5939">#5939</a>)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/b8dffe9e62f17e6571e6249d05cc5102b54d94e4"><code>b8dffe9</code></a>
docs: remove Numeric and Speakeasy (2+ missed monthly cycles)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/9195250cab0e7950efe39c3926d6c203b4b0a170"><code>9195250</code></a>
docs: remove Mintlify from bronze sponsors (churned)</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2c703322a21b4e2b12f33f49ea8430c451a68b4f"><code>2c70332</code></a>
docs: normalize bronze sponsor logos to github avatar pattern</li>
<li><a
href="https://github.com/colinhacks/zod/commit/7391be88ac1ee5cd02057f5ccc012a1f5df4efd0"><code>7391be8</code></a>
docs: prune lapsed silver/bronze sponsors and add active ones</li>
<li><a
href="https://github.com/colinhacks/zod/commit/2aeec83eb135e3a83756e973ef44845fc5a455d2"><code>2aeec83</code></a>
docs: prune lapsed gold sponsors and rebalance logo sizing</li>
<li><a
href="https://github.com/colinhacks/zod/commit/4c2fa95ce3f3390fbc522324e406b4e9e89b88f9"><code>4c2fa95</code></a>
docs: use Zernio primary wordmark for gold sponsor logo</li>
<li>Additional commits viewable in <a
href="https://github.com/colinhacks/zod/compare/v3.25.76...v4.4.3">compare
view</a></li>
</ul>
</details>
<details>
<summary>Maintainer changes</summary>
<p>This version was pushed to npm by <a
href="https://www.npmjs.com/~GitHub%20Actions">GitHub Actions</a>, a new
releaser for zod since your current version.</p>
</details>
<br />

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Priya Raman <priya@paperclip.ing>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-21 00:04:14 -07:00
Devin Foley db4defdfbf feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

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

**Deployment mode**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-20 17:09:42 -05:00
233c12f029 feat: add kimi-local adapter for Kimi Code CLI (CLI + ACP engines) (#9967)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

## What Changed

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## Risks

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

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

## Checklist

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





---

## Maintainer Addendum (2026-08-20)

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Dotta <bippadotta@protonmail.com>
Co-authored-by: Devin Foley <devin@paperclip.ing>
2026-08-20 12:06:33 -07:00
Nicky LeachandClaude Opus 5 a9d1f740f0 fix(workspaces): seed managed worktrees when the base checkout has no config (#11752)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents do that work in isolated git worktrees, and a managed
worktree runs its own Paperclip instance with a cloned database
> - That clone needs a seed source, and the source must come from
server-owned registration, never from state the workspace itself can
rewrite
> - The seed-source resolver requires the registered base project
workspace to hold its own `.paperclip/config.json`
> - A managed project workspace is a plain `git clone`, and no code
writes that file into it
> - Every isolated worktree provision, deferred seed, and workspace
repair therefore fails on a managed checkout
> - This pull request lets a named source supply the config when the
base checkout has none
> - The benefit is that managed worktrees provision again, and the seed
source stays server-owned

## Linked Issues or Issue Description

No public GitHub issue exists for this problem. It is described below.

**What happened?**

Agent runs that need an isolated worktree fail during provisioning. The
provision command exits with this error (paths redacted):

```
Execution workspace provision command "bash ./scripts/provision-worktree.sh" failed:
Registered base project workspace has no canonical Paperclip config:
<instance-home>/instances/default/projects/<company-id>/<project-id>/<repo>/.paperclip/config.json
```

`resolveRegisteredWorktreeSeedSource` sets `registeredConfigPath` to
`<baseCwd>/.paperclip/config.json` whenever the caller names a
registered base workspace. It then requires that file to exist.
`scripts/provision-worktree.sh` applies the same rule.

A managed project workspace never has that file.
`materializeManagedProjectWorkspace` creates it with `git clone` and a
rename, so the checkout holds repository content only. The control plane
keeps its config at `<home>/instances/<id>/config.json` instead.

The failure reaches three paths: worktree provisioning, deferred seeding
through `worktree ensure-seeded`, and workspace repair.

The behavior changed in #11671. That pull request replaced a fallback
chain with a single hard requirement. Fixture code in
`scripts/__tests__/provision-worktree-self-heal.test.mjs` writes a
config into the fake base workspace, so tests kept passing.

**Expected behavior**

A managed worktree provisions and seeds from the registered source. The
seed manifest still never selects that source.

**Steps to reproduce**

1. Register the Paperclip repository as a project with a `repoUrl`, so
the server materializes a managed checkout.
2. Assign an issue to an agent whose workspace strategy is
`git_worktree`.
3. Watch the workspace operation log for the provision command.
4. The command exits non-zero with the error above.

**Paperclip version or commit**

Reproduced on `master` at 01ddc26a3.

**Deployment mode**

`local_trusted`, single instance.

**Database mode**

Embedded PostgreSQL.

**Operating system**

Linux, Node.js 22.

**Related pull requests**

- Refs #11671 — introduced the requirement this pull request relaxes.
- Refs #11733 — open work on seed-source preflight. It reads the same
base-workspace config path and skips when the file is absent. It does
not change source selection.
- Refs #11735 — open work on provisioning reliability. It edits the same
four files and will need a rebase after either lands.

## What Changed

- `resolveRegisteredWorktreeSeedSource` sets the registered config path
only when `<baseCwd>/.paperclip/config.json` exists. This makes the
existing `registeredConfigPath ?? explicitSource` branch reachable for a
plain checkout.
- A base workspace that does hold its own config stays authoritative. A
mismatched explicit source is still rejected.
- The resolver throws a named error when the base workspace has no
config and no source is named.
- `readInstanceId` accepts an instance-root config at
`<home>/instances/<id>/config.json`. That layout names its instance by
directory and has no adjacent `.env`. Validation reuses
`resolvePaperclipInstanceId`.
- `scripts/provision-worktree.sh` and
`scripts/provision-worktree-runtime.sh` name the control plane's
instance config as the source when the base workspace has none. The
canonical-path and symlink checks stay.
- The workspace repair route supplies the same fallback, and only when
the base workspace has no config of its own.
- `doc/DEVELOPING.md` records the two source layouts.

## Verification

- `node --test scripts/__tests__/provision-worktree-self-heal.test.mjs`
— 10 tests pass. The fixture no longer writes a config into the base
workspace, so it models a real managed checkout. One test now creates
that config mid-test, which covers both layouts.
- `npx vitest run src/worktree-seed-source.test.ts` in `packages/shared`
— 4 tests pass. Two are new: one resolves an instance-root source, and
one still fails closed when no source exists.
- `npx vitest run src/__tests__/workspace-runtime.test.ts
src/__tests__/execution-workspaces-routes.test.ts
src/__tests__/execution-workspace-runtime-control-conflict.test.ts
src/__tests__/workspace-operations-reconciliation.test.ts
src/__tests__/worktree-seed-server-spawn.test.ts` in `server` — all
pass. Run them one file at a time. They share one test database, and
concurrent runs fail teardown.
- `npx vitest run src/__tests__/worktree.test.ts` in `cli` — 63 tests
pass.
- `pnpm --filter @paperclipai/shared typecheck` — clean.
- Manual check on a live instance: the resolver now returns the instance
config as the source for a managed checkout, with the source instance
`default` and a distinct target instance.

## Risks

Low to moderate.

- The relaxed rule applies only when the base workspace holds no config.
A base workspace that holds one keeps full authority, so the trust model
from #11671 is unchanged. The seed manifest still never selects the
source.
- The instance-id fallback reads a directory name. It applies only to
the `<home>/instances/<id>/config.json` layout, and
`resolvePaperclipInstanceId` rejects an unsafe segment.
- #11735 edits the same four files. Whichever pull request lands second
needs a rebase.
- `pnpm --filter @paperclipai/server typecheck` currently fails on this
checkout with duplicate `drizzle-orm` type instantiations. The failure
is present with and without this change, and the error count is
identical. It comes from an unrelated lockfile state, not from this pull
request.

## Model Used

Claude Opus 5 (`claude-opus-5`), by Anthropic, running in Claude Code.
Extended thinking was on. The model used file, search, and shell tools
to diagnose the failure on a live instance and to run the test suites.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-20 08:42:16 -07:00
Nicky LeachandPaperclip e0e503e1bc fix(server): make blockers-resolved wake dedup level-triggered (#11732)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip uses issue dependencies to pause work until blockers reach
a ready state.
> - A blocked issue with several blockers can miss its wake when the
final blocker completes.
> - The wake deduplication used a historical per-edge key, so an old
completed wake hid the current ready state.
> - This pull request adds a level-triggered key for the sorted set of
blocker issue ids and uses one helper for all wake paths.
> - The benefit is that the final blocker wake can repair a missed wake,
while repeated reconciliation stays bounded.

## Linked Issues or Issue Description

Refs #8009, #7853, and #6719. These public pull requests cover related
dependency-wake and deduplication behavior. This pull request fixes a
separate multi-blocker state-key gap.

**What happened?**
A blocked issue with multiple blockers received no
`issue_blockers_resolved` wake when the final blocker completed. An
earlier completed per-edge wake suppressed the wake for the current
all-ready state.

**Expected behavior**
The final blocker completion must emit one wake for the current ready
state. A later reconciliation pass must not emit a second wake for the
same state.

**Steps to reproduce**
1. Create a blocked issue with at least two blocker issues.
2. Complete one blocker and record its completed per-edge wake.
3. Complete the final blocker.
4. Run the route-time or reconciliation wake path.
5. Confirm that one level-triggered wake exists for the sorted blocker
set.

**Paperclip version or commit**
`eed1e5cad91a37547e1b521232da04b9ddb316f0`

**Deployment mode**
Local dev from source.

## What Changed

- Add a SHA-256 level-triggered idempotency key from the sorted blocker
issue ids.
- Share one deduplication helper across route-time, finalize-time, and
periodic wake paths.
- Treat state-key rows with idempotent statuses as duplicates.
- Treat legacy per-edge rows as duplicates only while they remain in
flight.
- Record skipped route-time wakes without suppressing later
finalize-time or periodic wakes.
- Add regression coverage for a completed earlier-blocker wake and a
second reconciliation pass.

## Verification

- Run `npx vitest run
server/src/__tests__/issue-dependency-wakeups-routes.test.ts`.
- Run `npx vitest run
server/src/__tests__/heartbeat-issue-liveness-escalation.test.ts`.
- Run `npx vitest run
server/src/__tests__/heartbeat-dependency-scheduling.test.ts`.
- Run `npx vitest run server/src/__tests__/issue-rewake-throttle.test.ts
server/src/__tests__/recovery-stale-issue-lock-sweep.test.ts`.
- Run `tsc --noEmit` on the touched files.

## Risks

The change alters wake deduplication for dependency reconciliation. The
new key uses the full sorted blocker set, so a change in that set
permits a new wake. The regression tests cover the missed-final-blocker
case and repeated reconciliation.

## Model Used

OpenAI Codex, GPT-5, tool-use model with code execution and repository
review support.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 12:52:50 -07:00
Nicky LeachandPaperclip e0b64529b3 feat(auth): normalize agent login in the sandbox onto one session table and a capability contract (#11730)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (multiple of the above)

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

**What happened**

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

**Expected behavior**

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

**Actual behavior**

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

**Additional context**

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

## What Changed

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

## Verification

The following checks passed on the integrated head:

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

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

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-19 02:37:02 -05:00
Nicky LeachandPaperclip 120ae5428f feat(server): add a one-click relink action for detached custom-image templates (#11641)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip environments can use captured custom images for agent runs
> - A configuration fingerprint change can detach a valid custom-image
template
> - Operators need a safe way to confirm that the image still matches
the boot source
> - This pull request adds a guarded relink action with drift
classification and audit logging
> - The benefit is a deliberate relink without a new sandbox boot or
provider snapshot

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting environment, server, and UI behavior.

**Problem or motivation**

A custom-image template detaches when the environment configuration
fingerprint changes. The runtime then uses the base image, even when the
boot source did not change. The only prior remedy required a full
re-capture.

**Proposed solution**

Add an operator-triggered relink action. Classify configuration drift
from a server-owned boot-relevant snapshot. Relink knob-only drift
without confirmation. Require explicit confirmation for boot-source or
unclassified drift. Guard the route for instance administrators and
record a safe activity event.

**Alternatives considered**

Keep requiring a full re-capture. This adds a sandbox boot and provider
snapshot for cases where the image remains correct.

**Roadmap alignment**

The roadmap has no matching custom-image relink item. This change
addresses an environment operation gap.

**Additional context**

The relink response exposes raw drift values only in the transient 409
response to the instance administrator. The service never persists or
logs fingerprints or configuration values. Reserved identity-path
segments fail closed.

## What Changed

- Add `relinkActiveTemplate` with drift classification and conditional
fingerprint update.
- Persist a server-owned boot-relevant configuration snapshot during
capture.
- Add the guarded relink route with strict request validation and
activity logging.
- Add the relink action and confirmation flow to the environment page.
- Add service, route, UI, and OpenAPI coverage.

## Verification

- Run the focused service suite: `pnpm vitest run
server/src/services/environment-custom-images-service.test.ts`.
- Run the focused route suite: `pnpm vitest run
server/src/routes/environment-custom-image-routes.test.ts`.
- Run the focused UI suite: `pnpm vitest run
ui/src/pages/CompanyEnvironments.test.tsx`.
- Run server and UI TypeScript checks.
- Confirm the OpenAPI snapshot matches the new route.
- Confirm all required GitHub checks pass on commit
`e46fdcfe94a719be854adf8849d30714e5b70b93`.
- Confirm Greptile reports 5/5 with no unresolved review threads.

## Risks

The relink action can keep an image after configuration drift. The
service requires explicit confirmation for boot-source or unclassified
drift. Reserved path segments produce a safe unresolved marker and never
enter stored values.

## Model Used

OpenAI GPT-5 Codex. The model used repository inspection, GitHub
operations, and PR preparation with tool use and code execution. The
runtime did not expose a context-window value or a separate
reasoning-mode value.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-18 11:43:39 -07:00
DottaandPaperclip 6b8e42168e Add governed secret alias confirmation cards (#11486)
## Thinking Path

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

## Linked Issues or Issue Description

Related prerequisite: #11482.

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-18 09:44:24 -05:00
DottaandPaperclip 8087661bb8 fix: bound workspace Git scans (#11572)
## Thinking Path

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

## Linked Issues or Issue Description

**What happened?**

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

**Expected behavior**

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

**Steps to reproduce**

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

**Paperclip version or commit**

Reproduced on master before commit `43ab441f0f`.

**Deployment mode**

Self-hosted server with local workspace repositories.

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 22:11:30 -05:00
Devin Foley 962e98b1be feat(server): operator declaration for platform edge TLS termination on the Claude login guard (#11579)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The Claude local adapter supports a setup-token subscription login,
and its confidential routes pass a fail-closed transport guard
> - The guard accepts direct socket TLS, a local_trusted loopback peer,
or an allowlisted proxy peer that forwards https — and deliberately
never reads the global `TRUST_PROXY`
> - On a managed platform the edge terminates TLS, the app socket is
always plain HTTP, and the edge-proxy peer addresses are not stable or
documented, so none of the three cases can hold
> - Every login on such a deployment shows the clear-text transport
warning although the user's connection is HTTPS, and the agent-scoped
confidential routes fail closed entirely
> - This pull request adds a dedicated operator declaration that the
platform edge terminates TLS, as a fourth guard case
> - The benefit is a correct transport decision on managed platforms
with the default posture unchanged everywhere else

## Linked Issues or Issue Description

No public GitHub issue covers this. The problem is described in-PR
following the enhancement template. Related public PRs:
[#11347](https://github.com/paperclipai/paperclip/pull/11347) added the
new-agent login flow and the non-blocking transport advisory, and
[#11286](https://github.com/paperclipai/paperclip/pull/11286) added the
setup-token login and the guard with its `CLAUDE_LOGIN_TRUSTED_PROXIES`
allowlist.

**Subsystem affected**

server/ — the confidential transport guard for the Claude setup-token
login (`services/setup-token-session.ts`, `routes/agents.ts`, `app.ts`).

**Current behavior**

The guard allows a confidential response on direct socket TLS, on a
`local_trusted` loopback peer, or when the immediate peer is on the
dedicated `CLAUDE_LOGIN_TRUSTED_PROXIES` allowlist and forwards `https`.
Behind a managed platform's TLS-terminating edge (Railway, Render, Fly,
and similar), the app socket is plain HTTP and the edge-proxy peer
addresses are not operator-visible or stable, so the allowlist cannot
express them — IPv6 entries match by exact string only. The result: the
login panel shows "This connection is not encrypted" for a connection
that is HTTPS to the user, and the agent-scoped confidential routes
return the fixed no-secret error.

**Proposed behavior**

`CLAUDE_LOGIN_EDGE_TLS_TERMINATED=true` is an explicit, single-purpose
operator declaration that every client request reaches the server
through the platform's TLS-terminating edge. Under the declaration the
guard treats a request as confidential unless the edge itself labels the
client hop as plain `http` in `X-Forwarded-Proto`. The declaration is
never derived from the global `TRUST_PROXY` setting, which the guard
still never reads. Without the declaration, nothing changes.

**Reason and benefit**

The guard's spoofing concern does not apply to this deployment shape: a
client cannot pick its transport, because the platform admits HTTPS
only, and the header the guard consults is set by the platform edge, not
the client. A blanket warning that is always wrong teaches users to
ignore it. The declaration keeps the strict default for every deployment
that does not opt in, and it keeps the allowlist as the precise tool for
operators who do know their proxy addresses.

## What Changed

- `ConfidentialTransportConfig` gains optional `edgeTlsTerminated`
(default false), documented as the operator declaration for platform
edge TLS termination.
- `evaluateConfidentialTransport` adds the declaration as a guard case:
allowed unless the forwarded protocol's first hop is explicitly `http`
(reason `edge_labeled_plain_http` then; `operator_edge_tls_termination`
when allowed).
- `assessConfidentialStartup` reports `edge_tls_termination_declared`,
so the startup log shows why forwarded requests pass.
- `app.ts` parses `CLAUDE_LOGIN_EDGE_TLS_TERMINATED` (truthy:
`1/true/yes/on`) and passes it to the agent routes; the routes build the
guard config from it.
- The SR-7 operator-requirement comment on the setup-token routes
documents the new variable next to the allowlist.
- Tests: five new guard unit cases and a route case asserting the prompt
and code responses carry no `transportAdvisory` under the declaration.

## Verification

```sh
cd server
npx tsc --noEmit    # clean
npx vitest run src/services/setup-token-session.test.ts \
  src/routes/setup-token-route.test.ts \
  src/__tests__/openapi-routes.test.ts   # 3 files, 89 passed
```

The new "keeps failing closed when the declaration is absent" case pins
the unchanged default posture.

## Risks

The declaration is an operator statement the server cannot verify; an
operator who sets it on a deployment whose edge does not terminate TLS
re-labels plain-HTTP requests as confidential. This is the same trust
class as `CLAUDE_LOGIN_TRUSTED_PROXIES` (a wrong allowlist entry has the
same effect) and is opt-in, off by default, and scoped to the login
routes only. The guard still fails closed when the edge explicitly
labels a request `http`. No schema change, no API shape change —
`transportAdvisory` was already nullable.

## Model Used

Claude Fable 5 (`claude-fable-5`), extended thinking, with tool use and
code execution — investigation, implementation, and tests.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-17 17:46:45 -07:00
7a4767017e fix(issues): base comment-wake decisions on post-insert issue state (#10068)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work; issues get commented on by both humans and agents, and the
assignee is woken to act on new comments.
> - #10050 added human-attributed issue comments for chat gateway
plugins, with the host waking the issue's assignee the same way a board
user's comment does.
> - Greptile's review on #10050 flagged that the wakeup guard in
`plugin-host-services.ts` decides whether to wake the assignee using the
issue snapshot fetched *before* the comment was inserted.
> - If another request closes, cancels, unassigns, or reassigns the
issue in the window between that fetch and the wakeup call, the guard
still acts on the stale snapshot — it can wake an agent for a
now-terminal issue, or wake the old assignee instead of the new one.
> - The PR discussion noted the HTTP add-comment route
(`routes/issues.ts`) has the identical pattern outside its
reopen/auto-approval branches, and deferred a fix to a follow-up
covering both call sites — this PR is that follow-up.
> - The fix re-fetches the issue immediately before the wake decision in
both places, so the decision reflects the latest committed state instead
of a pre-insert snapshot.

## Linked Issues or Issue Description

Refs #10050

**Problem or motivation**

Both the plugin-comment wakeup guard (`plugin-host-services.ts`) and the
HTTP add-comment route's wakeup guard (`routes/issues.ts`, outside its
reopen/auto-approval branches) decide whether to wake the issue's
assignee using the issue state fetched before the comment was inserted.
A concurrent close/unassign/reassign landing in that window is invisible
to the guard, so it can enqueue a wakeup for a stale assignee or an
issue that is no longer open.

**Proposed solution**

Re-fetch the issue immediately before the wake decision in both call
sites, and base the assignee/status checks on that fresh read instead of
the earlier snapshot. This shrinks the race window to essentially
nothing (the fetch happens right before the fire-and-forget wakeup
call), and any residual window is already covered by the
heartbeat/checkout machinery re-validating issue status and assignee
ownership when a woken run actually starts.

**Alternatives considered**

Wrap the whole comment-insert + wake-decision sequence in a single
serializable transaction with row locking (rejected for this change —
much larger blast radius across two already-complex handlers for a
wakeup that is explicitly best-effort; the woken run's own re-validation
already makes a stale wake degrade to a no-op rather than incorrect
work). Leaving the plugin path fixed but not the HTTP route (rejected —
that was the exact gap the original PR discussion flagged as needing a
follow-up covering both call sites).

**Roadmap alignment**

Bug fix / hardening follow-up to #10050; no change to planned core
roadmap items.

## What Changed

- `server/src/services/plugin-host-services.ts`:
`issues.createComment`'s assignee-wakeup guard now re-fetches the issue
after the comment is inserted and bases the assignee/status checks on
that fresh read, instead of the snapshot fetched before the insert.
- `server/src/routes/issues.ts`: the `POST /issues/:id/comments` route's
wakeup guard (outside the reopen/auto-approval branches, which already
use post-mutation state) now does the same re-fetch before deciding
whether — and whom — to wake.
- Adds regression coverage for both:
- `server/src/__tests__/plugin-orchestration-apis.test.ts`: a new
embedded-Postgres test holds a row lock on the issue to
deterministically force the race (comment-insert's internal update
blocks until a concurrent transaction commits a cancellation), then
asserts no wakeup is enqueued.
- `server/src/__tests__/issue-comment-reopen-routes.test.ts`: two new
mocked-service tests assert the route skips the wakeup when the fresh
re-fetch shows the issue cancelled, and wakes the freshly reassigned
agent (not the pre-insert snapshot's assignee) when the fresh re-fetch
shows a different assignee.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — clean.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/plugin-orchestration-apis.test.ts` — 13/13 (1 new).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/issue-comment-reopen-routes.test.ts` — 74/74 (2 new).
- `pnpm --filter @paperclipai/plugin-sdk exec vitest run
tests/host-client-factory.test.ts` — 14/14.
- Broader sweep of 38 `routes/issues.ts`-adjacent test files (447 tests)
— all passing, confirming the added re-fetch doesn't change behavior for
any existing
reopen/auto-approval/interrupt/scheduled-retry/dependency-wake scenario.

## Risks

Low risk. Both changes are additive guards around an existing
best-effort, fire-and-forget wakeup (failures already logged, not
thrown) — no change to the comment-write path itself, response shape, or
status codes. The HTTP route's fix only touches the plain (non-reopen,
non-auto-approval) wake-decision path; the reopen and auto-approval
branches already used post-mutation state for the reasons documented
inline and are unchanged. Adds one extra `SELECT` per comment on each
call site, negligible relative to the existing query volume in both
handlers.

## Model Used

Claude Sonnet 5 (`claude-sonnet-5`), extended thinking, tool use
enabled, via Claude Code.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I searched the GitHub PR list (open and recently closed) for
similar PRs; found no duplicate — this is a direct follow-up to the
review discussion on #10050
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation 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: anicca <annica@Michaels-Mac-Studio.local>
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-17 14:18:15 -07:00
Nicky LeachandPaperclip c1c46f1e4e feat: Claude login on the new-agent page before agent creation (#11347)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 13:42:51 -07:00
Nicky LeachandPaperclip e71ce9a9d3 feat: sandbox provider capability contract with fail-closed effective resolution (#11463)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip runs work through adapters and sandbox providers
> - Providers need a clear contract so the server can use only verified
capabilities
> - A declared capability must not grant a method that the live worker
did not verify
> - This pull request adds manifest declarations and fail-closed
effective capability resolution
> - The benefit is safe provider reuse across execution targets and run
lifecycles

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (multiple of the above)

**Problem or motivation**

Sandbox providers expose different runtime methods. The server needs one
safe capability contract that accounts for provider declarations, worker
verification, and narrowing configuration.

**Proposed solution**

Add strict manifest validation for five sandbox capabilities. Resolve
effective capabilities as the subset of verified, declared, and narrowed
values. Store the result as a frozen execution-target snapshot.

**Alternatives considered**

Trusting the manifest alone could grant methods that the worker does not
support. Trusting only a fixed built-in list would reject valid
third-party providers. The intersection rule keeps the verified runtime
ceiling and supports both provider types.

**Roadmap alignment**

This change supports the ACP run lifecycle track and the sandbox
provider contract work in the current roadmap.

**Additional context**

The legacy `supportsReusableLeases` field remains supported. The nested
capability validator rejects unknown keys. Missing or unavailable
verification resolves all capabilities to `false`.

## What Changed

- Add strict `sandboxCapabilities` manifest validation with legacy
reusable-lease compatibility.
- Carry declarations through the ready-driver projection.
- Add fail-closed effective resolution from verified, declared, and
narrowed capabilities.
- Add narrowing for provider configuration, Kubernetes Job leases, and
Daytona sessions.
- Add a frozen read-only capability snapshot to execution targets.
- Add focused tests and keep existing characterization baselines
covered.
- Add and update sandbox provider capability documentation.

## Verification

- `npx vitest run packages/shared/src/validators/plugin.test.ts`
- `npx vitest run
server/src/__tests__/plugin-environment-driver-sandbox-capabilities.test.ts`
- `npx vitest run
server/src/__tests__/sandbox-capability-contract.test.ts`
- `npx vitest run
server/src/__tests__/environment-execution-target-capabilities.test.ts`
- `npx vitest run
packages/adapter-utils/src/acpx-engine/startup-characterization.test.ts
packages/adapter-utils/src/acpx-engine/turn-characterization.test.ts
packages/adapter-utils/src/acpx-engine/settlement-characterization.test.ts
packages/adapter-utils/src/acpx-engine/composed-run-characterization.test.ts`
- Package typechecks for shared, server, and adapter-utils pass.
- Stage-2 security review suites pass with 28 tests.

## Risks

The resolver fails closed when verification is absent or unavailable.
Providers that rely on undeclared capabilities may see narrower behavior
until they expose verified worker methods. The change does not alter the
existing native-sync guard.

## Model Used

OpenAI Codex, GPT-5, exact runtime model ID `gpt-5`, tool use and code
execution. The implementation author used this model to assist with the
change.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-17 10:55:40 -07:00