Commit Graph
35 Commits
Author SHA1 Message Date
Dotta 1ab159d3a7 feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-01 14:55:35 -05:00
DottaandPaperclip dda4dff645 fix(onboarding): restore browser launch and gate canaries (#12667)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The onboarding command starts the local server and opens the
first-run wizard.
> - Interactive onboarding stopped opening the browser by default.
> - Organization creation could also succeed in the API while the wizard
stayed on the name step.
> - The npm canary workflow did not prove that the published package
could complete this path.
> - This pull request repairs the startup and organization transitions
and adds an exact-version canary smoke gate.
> - The benefit is a quickstart that works for users and is tested after
each canary publish.

## Linked Issues or Issue Description

Related: #12557 covers a separate final-route onboarding handoff.

**What happened?**

Interactive `paperclipai onboard` runs did not open the onboarding page.
The organization API request could succeed while a same-company context
update caused the wizard to stay on the organization step. The canary
release lane did not test the exact published npm package through this
path.

**Expected behavior**

Interactive onboarding must open the browser once. A successful
organization request must advance to the first-agent step when the
surrounding context adopts the same organization. Each published canary
must install in a clean environment and reach the model connection step.

**Steps to reproduce**

1. Run `npx paperclipai@canary onboard --data-dir "$(mktemp -d
/tmp/paperclip-canary.XXXXXX)"` in an interactive terminal.
2. Enter an organization name while the company context refreshes from
the create response.
3. Observe that the browser does not open or that the wizard can remain
on the organization step after the API creates it.
4. Inspect the canary release lane and observe that no post-publish
onboarding test runs against the exact npm version.

**Paperclip version or commit**

The issue reproduced with `2026.901.0-canary.8` and the source state
before this pull request.

**Deployment mode**

Local trusted quickstart with embedded PostgreSQL. The install source
can be npm or a source checkout.

## What Changed

- Open the browser once for interactive foreground onboarding.
- Preserve explicit browser opt-outs and restore the prior environment
value after startup.
- Accept a same-company context update after organization creation and
reject a different-company takeover with an explicit error.
- Export the exact canary version from the publish job.
- Install and test that exact npm version in a clean Playwright smoke
job through the "Connect a model" step.
- Upload server logs, traces, screenshots, and the Playwright report
when the canary smoke fails.
- Document the interactive default and headless opt-outs.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard.test.ts
ui/src/components/OnboardingWizard.step.test.tsx --reporter=dot` passes
with 37 tests.
- `node --test scripts/__tests__/release-verify-workflow.test.mjs`
passes with 9 tests.
- `pnpm exec playwright test --config tests/e2e/playwright.config.ts
tests/e2e/onboarding.spec.ts` passes with 2 tests.
- `PAPERCLIPAI_VERSION=2026.901.0-canary.8 pnpm run
test:canary-onboarding-smoke` passes against the published npm package.
- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- A fresh interactive source run opens the browser and reaches "Connect
a model" after organization and agent naming.

## Risks

- Low risk. Automatic browser opening only applies to interactive
foreground onboarding.
- `PAPERCLIP_NO_BROWSER=1` and `PAPERCLIP_OPEN_ON_LISTEN=false` keep
headless runs silent.
- A different organization context still blocks the pending create
transition.
- The canary package is immutable before the smoke runs. A smoke failure
leaves the package published but makes the release workflow red.
- This change does not modify REST APIs, database schemas, or shared
data types.

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

## Model Used

- OpenAI Codex based on GPT-5. The runtime does not expose the exact
deployment snapshot or context-window size. The model used reasoning,
browser automation, repository tools, shell commands, code editing, and
test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 10:10:30 -05:00
Dotta e3eed3a3ae Keep browser startup explicitly opt-in (#12435)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI can save a configuration and start the local server in one
command.
> - The onboarding path set a browser-open environment variable without
an explicit user request.
> - Headless test servers use the same onboarding path.
> - Each server restart could therefore open a system browser.
> - This pull request removes the implicit browser-open request and
fixes test servers to disable it explicitly.
> - The benefit is predictable foreground and test startup without
unsolicited browser windows.

## Linked Issues or Issue Description

This is stack 11 of 11. It depends on stack 10.

**What happened?**

`paperclipai onboard --yes --run` set `PAPERCLIP_OPEN_ON_LISTEN=true`.
Headless server users, including browser test runners, opened the system
browser on each server restart.

**Expected behavior**

Server startup must not open a browser unless the caller explicitly sets
`PAPERCLIP_OPEN_ON_LISTEN=true`.

**Steps to reproduce**

1. Run `paperclipai onboard --yes --run` from a clean source checkout.
2. Wait for the server to listen.
3. Observe that the default system browser opens.

**Paperclip version or commit**

Reproduced on `dbf052577` plus the dependent stack.

**Deployment mode**

Local dev from source.

## What Changed

- Stop onboarding from setting `PAPERCLIP_OPEN_ON_LISTEN=true` for
foreground startup.
- Set `PAPERCLIP_OPEN_ON_LISTEN=false` in E2E and issue-detail
performance test servers as defense in depth.
- Preserve the existing explicit environment opt-in in the server.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard.test.ts` — 10 tests
passed.
- `pnpm --filter paperclipai typecheck` — passed.
- `pnpm -r typecheck` — passed on the stacked head.
- `pnpm build` — passed on the stacked head.
- Playwright was not run locally by request.

## Risks

- Low risk. The only behavior change removes an unsolicited side effect.
- A caller that wants browser startup can still set
`PAPERCLIP_OPEN_ON_LISTEN=true` explicitly.
- No database or migration change exists in this layer.

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

## Model Used

- OpenAI Codex, GPT-5. The exact deployment suffix and context window
are not exposed. The model used reasoning, repository tools, code
execution, Git, and GitHub API access.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [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
DottaandPaperclip 0f0e544317 fix(cli): open dashboard after onboarding service starts (#12164)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI can install and start Paperclip as a managed user service
during onboarding.
> - Recent fixes now install the service shim and remove the redundant
foreground start prompt.
> - The service path still ends without a dashboard URL or an open
browser.
> - The server can also move to a free port when the configured port is
busy.
> - This pull request adds a health-aware handoff to the managed
service's actual endpoint.
> - The benefit is that new users can reach Paperclip without starting a
second process.

## Linked Issues or Issue Description

**What happened?**

After interactive onboarding installs and starts the managed service,
the command ends without printing the dashboard URL or opening the
browser. If the configured port is busy, the service can use a fallback
port that the onboarding process does not know.

**Expected behavior**

Onboarding must print the dashboard URL that belongs to the managed
service. An interactive terminal should open the URL after the local
health check succeeds. A non-interactive terminal should only print the
URL.

**Steps to reproduce**

1. Start from a host without an installed Paperclip service.
2. Run another process on the configured Paperclip port.
3. Run `npx paperclipai@<version> onboard` in an interactive terminal.
4. Accept the managed service installation.
5. Observe that the service starts on a fallback port, but onboarding
does not provide or open that dashboard URL.

**Paperclip version or commit**

`b6854e61c` on `master`, after #12148, #12151, and #12153.

**Deployment mode**

Local managed user service on macOS or Linux.

**Installation method**

`npx paperclipai@<version> onboard`. The same onboarding path can also
run after `install.sh`.

Related public pull requests: #12148, #12151, and #12153.

## What Changed

- Record each running CLI server's PID, selected port, and dashboard URL
in atomic per-instance runtime metadata.
- Accept runtime metadata only when its PID matches the active managed
service.
- Wait for the selected runtime endpoint to report healthy before
printing its URL.
- Open the URL in interactive terminals and keep headless runs
browser-free.
- Keep the printed configured URL as a fallback when runtime discovery
fails.
- Use browser-launch wording that only claims the URL was sent to the
opener.
- Add runtime metadata, fallback-port, health handoff, headless, and
failure-path tests.
- Document the managed service dashboard handoff.

## Verification

- `pnpm exec vitest run cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/runtime-info.test.ts cli/src/__tests__/onboard.test.ts
cli/src/__tests__/open-url.test.ts
cli/src/__tests__/service-health-check.test.ts` — 44 tests passed.
- `node --test scripts/service-onboard-smoke.test.mjs` — 4 tests passed.
- `pnpm -r typecheck` — passed on head `82920596a`.
- `pnpm build` — passed on head `82920596a`.
- `pnpm test:run` — 4,685 tests passed. The command also reported 31
failures in nine server test files outside this change. This machine
generated invalid test ports above 65,535, and some project-skill
fixtures resolved outside the worktree.

## Risks

- Risk is low because the new handoff runs only after a successful
service installation.
- Onboarding can wait up to 60 seconds when runtime metadata or the
health check does not become ready.
- Runtime metadata is matched to the supervisor PID, so stale or
foreground-process metadata is ignored.
- A non-interactive terminal does not open a browser.
- A failed health check or browser launch does not fail onboarding. The
CLI keeps a manual URL visible.

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

## Model Used

OpenAI Codex, GPT-5 family. The runtime did not expose the exact model
ID or context window. The model used reasoning, repository tools, GitHub
access, 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>
2026-08-25 09:33:09 -05:00
Devin Foley 8d714c2d84 fix(cli): skip the foreground-start prompt after the service starts (#12153)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The CLI onboarding wizard can install Paperclip as a background
service, and it offers a foreground start when nothing else will serve
> - After #12148, an interactive onboard installs and starts the
service, then still asks "Start Paperclip now?"
> - Answering yes runs the foreground start into the already-running
instance guard, so a fully successful onboard ends with an error message
> - This pull request excludes the just-installed-service case from the
foreground-start prompt
> - The benefit is that an interactive onboard that installs the service
ends cleanly instead of steering the user into a guard refusal

## Linked Issues or Issue Description

Refs #12148 — found while verifying that fix interactively. The
`shouldRunNow` flag already accounts for `serviceInstalled`, but the
interactive TTY fallback prompt did not, so only real interactive runs
hit it: `--yes` runs, CI, and container smokes all skip the prompt
branch.

**What happened?**

Interactive `onboard`, accept the background-service prompt. Output ends
with: service installed and started, then "Start Paperclip now?" → yes →
"Paperclip instance 'default' is already running as
ing.paperclip.paperclipai. Use 'paperclipai service status --instance
default' or pass --force to bypass this safety check."

**What did you expect to happen?**

Onboarding ends cleanly after "Installed and started …" — there is
nothing left to start, so no prompt.

**Steps to reproduce**

Run `npx paperclipai@2026.825.0-nightly.1 onboard --data-dir "$(mktemp
-d)"` in a terminal, accept the service prompt, then accept "Start
Paperclip now?".

## What Changed

- New `shouldOfferForegroundStart` predicate in
`cli/src/onboard-service.ts`: the foreground-start prompt is offered
only when the start was not already decided by flags, the service was
not just installed, onboarding was not invoked by `run`, and the
terminal is interactive.
- Both onboarding call sites in `cli/src/commands/onboard.ts` use the
predicate instead of the inline condition that ignored
`serviceInstalled`.
- Unit tests cover the predicate matrix in
`cli/src/__tests__/onboard-service.test.ts`.

## Verification

- `npx vitest run src/__tests__/onboard-service.test.ts` in `cli/`: 12
passed (5 new).
- `tsc --noEmit` reports no errors in the changed files (remaining
errors are pre-existing in `server/`).
- Manual reproduction of the defect on macOS with `2026.825.0-nightly.1`
before the fix: service installed, started, and healthy, then the prompt
steered into the guard refusal.

## Risks

- Low risk. The prompt still appears in every case it did before except
when the service was just installed and is already serving.
- No behavior change for `--yes`, `--run`, `--install-service` in
non-interactive runs: those paths never reached the prompt.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-25 01:06:20 -07:00
DottaandPaperclip 35132af161 fix(config): preserve extensions and guard invalid repairs (#11005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The CLI and server share a JSON configuration contract for local
installations and worktrees.
> - Existing config writes removed extension keys because Zod stripped
unknown object properties.
> - Invalid config files could also be replaced with defaults before an
operator preserved the original bytes.
> - Configuration updates must preserve operator edits and must not
rewrite files when the effective value is unchanged.
> - This pull request adds extension-preserving merges, guarded
invalid-config repair, atomic writes, and focused regression tests.
> - The benefit is safe setup and configuration reruns without data loss
or unnecessary mtime changes.

## Linked Issues or Issue Description

**What happened?**

Known-field updates through the CLI or server removed unknown top-level
and nested config keys. Non-interactive configure and onboard paths
could replace a present but invalid config with defaults.

**Expected behavior**

Writers preserve extension keys, skip semantic no-op writes, and require
explicit interactive confirmation before an invalid config is replaced.
Repair preserves an exact collision-safe backup first.

**Steps to reproduce**

1. Add an unknown top-level key and an unknown nested provider key to
`config.json`.
2. Update a known field through the CLI or worktree config writer.
3. Observe that the extension keys are removed on the base branch.
4. Write invalid JSON and run configure or onboard without an
interactive terminal.
5. Observe that the original file can be replaced without a durable
invalid-file backup on the base branch.

**Paperclip version or commit**

`master` at the pull request base commit.

## What Changed

- Accept unknown properties at each extensible config object boundary
while keeping every known field validated.
- Merge known-field updates into the parsed source config and preserve
only unknown extension data.
- Warn about near-match key names without deleting or changing them.
- Skip writes when the effective config is unchanged, which keeps file
mtimes stable.
- Write config changes through a temporary file, file sync, rename, and
directory sync.
- Distinguish a missing config from an invalid config in configure and
onboard.
- Back up invalid bytes as `config.json.invalid-N` and verify the source
still matches that backup before repair.
- Require interactive repair confirmation and reject non-interactive
replacement with an actionable message.
- Document the config preservation and repair behavior.

## Verification

- `pnpm exec vitest run packages/shared/src/config-schema.test.ts
cli/src/__tests__/config-store.test.ts
cli/src/__tests__/configure-repair.test.ts
cli/src/__tests__/configure.test.ts cli/src/__tests__/onboard.test.ts
server/src/__tests__/config-file.test.ts
server/src/__tests__/worktree-config.test.ts`
- `pnpm -r typecheck`
- `AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= VITEST_MAX_WORKERS=1 pnpm
test:run`
- `pnpm build`
- Confirm all pull request checks are green on the latest commit.
- Confirm Greptile reports 5/5 with no unresolved comments.

## Risks

- Passthrough keeps misspelled keys. Near-match warnings make this
visible without destructive cleanup.
- Merge behavior must distinguish unknown extension keys from optional
known keys. Schema-aware regression tests cover preservation and
known-key deletion.
- Repair must not overwrite bytes that changed after backup. The writer
compares the current source with the selected backup before atomic
replacement.
- The change does not alter database schema, company scoping, or
activity logging.

> 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 model family. The exact deployment model ID and
context window are not exposed. 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 (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>
2026-08-07 00:41:19 -05:00
fc5a30805e feat(cli): add managed install, update, and service lifecycle (#10045)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Operators need a predictable installation path that survives beyond
an ephemeral `npx` process
> - A durable installation needs an owned per-user payload store, stable
command shim, safe shell integration, and supported service lifecycle
> - Updates must preserve recoverability by backing up data, installing
side-by-side, verifying the new payload, and retaining rollback state
> - Bootstrap scripts and privileged service operations must fail closed
across download, filesystem, ownership, and consent boundaries
> - This pull request integrates managed install, update, rollback,
service, uninstall, doctor, bootstrap-installer, and runtime-serving
support into one workflow
> - The benefit is a recoverable, inspectable, and documented
installation lifecycle with explicit safety boundaries across Linux,
macOS, containers, WSL, npm, npx, and source checkouts

## Linked Issues or Issue Description

### Problem

Paperclip lacks a first-class durable installation and lifecycle
workflow. Operators currently have to assemble npm/npx installation,
PATH setup, background-service management, updates, rollback,
diagnostics, and uninstall behavior themselves. That makes upgrades
harder to recover, creates inconsistent behavior across platforms, and
leaves shell/download/service trust boundaries without one documented
implementation.

### Proposed Solution

Add a managed per-user install store and stable shim, a verified shell
bootstrap installer, service lifecycle commands, install-mode-aware
update/rollback behavior, doctor checks, and documentation. Managed
updates back up the database, install and smoke-test a side-by-side
payload, atomically switch `current`, and retain prior payloads. The
shell installer pins registry/download trust boundaries and requires
explicit consent for non-interactive privileged actions.

### Alternatives Considered

- Keep recommending `npx`: simple for evaluation, but ephemeral and
unsuitable for stable services, atomic updates, or rollback.
- Require global npm installation only: familiar, but cannot provide the
owned side-by-side payload store and retained rollback semantics.
- Split the capability across multiple PRs: rejected because install,
update, service, uninstall, bootstrap, and serving behavior share
contracts and security boundaries that need review together.

### Related Pull Requests

- Supersedes #10042 and #10044 with one integrated final diff.
- Incorporates and replaces the closed preparatory work in #10032 and
#10034.

## What Changed

- Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall,
service lifecycle, onboarding integration, and managed-install doctor
checks.
- Added a private managed payload store, verified manifest/marker
ownership, exclusive mutation locks, atomic manifest/current/shim
writes, retained previous payloads, and provenance validation.
- Added npm and GitHub-ref install sources with exact target resolution,
registry isolation, database backup, side-by-side verification, atomic
activation, service restart coordination, and failure rollback.
- Made managed-update backups report actionable service-start and
`--no-backup` recovery guidance for unreachable databases, while clean
never-onboarded instances skip an empty backup.
- Added systemd user and launchd service definitions, status/health/log
commands, single-instance coordination, stale-port recovery, and
explicit sudo/lingering consent handling.
- Added the `scripts/install.sh` bootstrap path with checked two-stage
downloads, pinned public npm registry usage, platform checks,
dry-run/non-interactive controls, and Docker fixtures.
- Added embedded Postgres/native bootstrap integration,
hot-restart/systemd-notify serving support, passive update notices,
configuration contracts, README/CLI/install documentation, and focused
regression tests.
- Security re-review should explicitly re-verify: (1)
`addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or
non-regular rc files, assert current-user ownership, preserve
restrictive modes, and replace atomically; (2) managed shim replacement
rejects unsafe parents, foreign-owned or multiply linked files, and uses
checked atomic replacement; (3) the shell installer and sudo path
preserve explicit consent and checked downloads; and (4) installed
service/runtime serving remains bound to the validated managed shim and
instance configuration.

## Verification

- `bash -n scripts/install.sh scripts/clean-install-git.sh
scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh`
- `pnpm exec vitest run cli/src/__tests__/install-store.test.ts
cli/src/__tests__/install-command.test.ts
cli/src/__tests__/managed-install-check.test.ts
cli/src/__tests__/onboard-service.test.ts
cli/src/__tests__/service-health-check.test.ts
cli/src/__tests__/service-manager.test.ts
cli/src/__tests__/update-command.test.ts
cli/src/__tests__/update-notice.test.ts
packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests
passed
- `pnpm --dir cli typecheck`
- `pnpm --dir cli build`
- Follow-up verification: `pnpm exec vitest run
cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli
typecheck`, `pnpm --dir cli build`, and `pnpm --filter
@paperclipai/server typecheck`.
- `pnpm -r typecheck`
- `pnpm build`
- Full `pnpm test:run` exercised all suites; an injected static AWS
credential changed one unrelated doctor expectation, which passed when
those credentials were removed. A second run cleared that case and
exposed stale pre-existing adapter-utils `dist` output; rebuilding
`@paperclipai/adapter-utils` made the isolated test pass. The updated PR
CI is the authoritative clean-workspace full-suite run.

## Risks

- Installer/update code writes executable shims, symlinks, shell rc
blocks, service definitions, and managed payloads; ownership,
regular-file, symlink, hard-link, marker, and path-containment checks
fail closed before destructive changes.
- The bootstrap installer executes downloaded tooling; downloads are
staged and checked before execution, npm traffic is pinned to the public
registry, and non-interactive privileged behavior requires explicit
consent.
- Linux lingering may invoke `sudo`; the command is surfaced and
confirmed before execution, and unsupported service managers fall back
to foreground-run guidance.
- Database migrations remain forward-only; payload rollback does not
reverse migrations, so managed updates create a backup before activation
unless explicitly disabled.
- Service restart and runtime serving touch process/port ownership;
lifecycle locks, health/version checks, and stable-shim service
definitions reduce split-brain and stale-process risk.

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

## Model Used

- OpenAI Codex coding agents using GPT-5.5 and GPT-5.6-sol, with
reasoning, repository/API access, shell execution, and test tooling. The
runtime did not expose a reliable context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-31 18:52:23 -07:00
Dotta a77206812e Harden tailnet bind setup 2026-04-11 07:13:41 -05:00
dottaandPaperclip 2a84e53c1b Introduce bind presets for deployment setup
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-11 07:09:07 -05:00
dottaandPaperclip 38833304d4 fix: restore cli telemetry config handling in worktrees
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:47:30 -05:00
dottaandPaperclip 53dbcd185e fix: align telemetry client payload and dimensions with backend schema
Restructure the TelemetryClient to send the correct backend envelope
format ({app, schemaVersion, installId, events: [{name, occurredAt, dimensions}]})
instead of the old per-event format. Update all event dimension names
to match the backend registry (agent_role, adapter_type, error_code, etc.).

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:47:29 -05:00
dottaandPaperclip 34044cdfce feat: implement app-side telemetry sender
Add the shared telemetry sender, wire the CLI/server emit points,
and cover the config and completion behavior with tests.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-02 10:47:29 -05:00
dottaandPaperclip 54b05d6d68 Make onboarding reruns preserve existing config
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-29 10:51:58 -05:00
Dotta 8360b2e3e3 fix: complete authenticated onboarding startup 2026-03-09 11:26:58 -05:00
DottaandClaude Opus 4.6 38cb2bf3c4 fix: add missing disableSignUp to auth config objects in CLI
All auth config literals in the CLI were missing the required
disableSignUp field after it was added to authConfigSchema.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 07:43:47 -05:00
zvictor e1d4e37776 fix(onboard): preserve env-derived secrets defaults and report ignored exposure env in local_trusted mode 2026-03-06 11:41:11 -03:00
zvictor 08ac2bc9a7 fix: parseBooleanFromEnv silently treats common truthy values as false 2026-03-06 11:41:11 -03:00
zvictor ab6ec999c5 centralize URLs into single canonical URL var 2026-03-05 17:55:34 -03:00
zvictor ffd1631b14 onboard now derives defaults from env vars before writing config 2026-03-05 16:17:26 -03:00
Dotta c145074daf Add configurable automatic database backup scheduling 2026-03-04 18:03:23 -06:00
DottaandClaude Opus 4.6 b5e2433822 feat(cli): add --yes flag to onboard for non-interactive quickstart
Skip the setup path prompt and auto-start the server when --yes is
passed, enabling fully non-interactive onboarding with local defaults.
Opens the browser automatically on server listen.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 12:18:25 -06:00
DottaandClaude Opus 4.6 4292c28654 feat: auto-open browser after onboard completes
Set PAPERCLIP_OPEN_ON_LISTEN env flag when onboard triggers a run, and
open the browser to the UI URL once the server starts listening. Uses
the `open` package for cross-platform browser launching.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 11:22:18 -06:00
DottaandClaude Opus 4.6 f640b0445d cli: update banner art and simplify onboard help text
Switch to block-style ASCII art for the PAPERCLIP banner and use
unicode box-drawing separator. Shorten the onboard outro run hint.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 10:37:14 -06:00
Dotta 3248974435 cli: add quickstart onboarding flow and config-scoped jwt env handling 2026-03-03 10:24:34 -06:00
Dotta 5c07bdafc5 cli: add PAPERCLIP banner to onboard doctor configure 2026-03-03 10:15:25 -06:00
DottaandClaude Opus 4.6 f60c1001ec refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and
the CLI binary from `paperclip` to `paperclipai` in preparation for
npm publishing. Bump CLI version to 0.1.0 and add package metadata
(description, keywords, license, repository, files). Update all
imports, documentation, user-facing messages, and tests accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:45:26 -06:00
ForgottenandClaude Opus 4.6 85c0b9a3dc feat: private hostname guard for authenticated/private mode
Reject requests from unrecognised Host headers when running
authenticated/private. Adds server middleware, CLI `allowed-hostname`
command, config-schema field, and prompt support for configuring
allowed hostnames during onboard/configure.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 19:43:52 -06:00
ForgottenandClaude Opus 4.6 5b983ca4d3 feat(cli): add deployment mode prompts, auth bootstrap-ceo command, and doctor check
Extend server setup prompts with deployment mode (local_trusted vs
authenticated), exposure (private vs public), bind host, and auth config.
Add auth bootstrap-ceo command that creates a one-time invite URL for the
initial instance admin. Add deployment-auth-check to doctor diagnostics.
Register the new command in the CLI entry point.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:40:59 -06:00
ForgottenandClaude Opus 4.6 fdd2ea6157 feat: add storage system with local disk and S3 providers
Introduces a provider-agnostic storage subsystem for file attachments.
Includes local disk and S3 backends, asset/attachment DB schemas, issue
attachment CRUD routes with multer upload, CLI configure/doctor/env
integration, and enriched issue ancestors with project/goal resolution.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 10:31:56 -06:00
Forgotten 8f3fc077fa feat(cli): add client commands and home-based local runtime defaults 2026-02-20 07:10:58 -06:00
ForgottenandClaude Opus 4.6 8e3c2fae35 CLI: auto-create local secrets key file during onboard
Add ensureLocalSecretsKeyFile helper that generates a random 32-byte
master key during onboard if using local_encrypted provider. Move
resolveRuntimeLikePath to cli/src/utils/ for reuse by secrets-key
and existing check modules.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:44:26 -06:00
ForgottenandClaude Opus 4.6 f1b558dcfb CLI: add secrets configuration, doctor check, and path resolver extraction
Add secrets section to onboard, configure, and doctor commands. Doctor
validates local encrypted provider key file and can auto-repair missing
keys. Extract shared path resolution into path-resolver module used by
database and log checks. Show secrets env vars in `paperclip env`.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 15:43:59 -06:00
ForgottenandClaude Opus 4.6 fe6a8687c1 Implement local agent JWT authentication for adapters
Add HS256 JWT-based authentication for local adapters (claude_local, codex_local)
so agents authenticate automatically without manual API key configuration. The
server mints short-lived JWTs per heartbeat run and injects them as PAPERCLIP_API_KEY.
The auth middleware verifies JWTs alongside existing static API keys.

Includes: CLI onboard/doctor JWT secret management, env command for deployment,
config path resolution from ancestor directories, dotenv loading on server startup,
event payload secret redaction, multi-status issue filtering, and adapter transcript
parsing for thinking/user message kinds.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 16:46:45 -06:00
ForgottenandClaude Opus 4.6 7e4a20645c Improve CLI: config store, heartbeat-run, and onboarding
Rework config store with better file handling. Expand heartbeat-run
command with richer output and error reporting. Improve configure
and onboard commands. Update doctor checks.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 13:02:12 -06:00
ForgottenandClaude Opus 4.6 5306142542 Add CLI package, config file support, and workspace setup
Add cli/ package with initial scaffolding. Add config-schema to shared
package for typed configuration. Add server config-file loader for
paperclip.config.ts support. Register cli in pnpm workspace. Add
.paperclip/ and .pnpm-store/ to gitignore. Minor Companies page fix.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 13:39:47 -06:00