Commit Graph
8 Commits
Author SHA1 Message Date
DottaandPaperclip b315580640 feat: add private task creation and sharing controls (#14718)
Add private task creation and sharing controls, effective access explanations, private project management, and locked task references.

Constrain the mobile composer plus menu to the viewport and explain named inherited privacy on hover, focus, or tap. Include 125 production-component Storybook stories and thirteen interactive user journeys.

Final head passes all CI checks and Greptile Apex 5/5 with no findings.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:27:52 -05:00
ad961227f5 feat(secrets): add user-specific runtime secrets (#8825)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs often need provider credentials, API tokens, and other
environment-bound secrets.
> - Company-level secrets work for shared credentials, but they do not
model values that should differ by human operator.
> - Without a user-scoped model, a run can dispatch without knowing
whether the responsible human has supplied the needed value.
> - Paperclip also needs run attribution to make those user-scoped
runtime checks deterministic and auditable.
> - This pull request adds user-specific secret definitions, per-user
values, environment bindings, responsible-user attribution, and runtime
resolution gates.
> - The benefit is that teams can define the secret once, let each user
provide their own value, and block runs before dispatch when required
user secrets or active definitions are unavailable.

## Linked Issues or Issue Description

Refs #224
Refs #6057

This PR implements user-specific secret support as a core
secret-management capability rather than a one-off adapter setting. It
is related to existing public work on company secrets UI and runtime
secret refs, but is distinct because the value is owned by the
responsible user and resolved at run dispatch time.

Related PR search before opening found existing secrets work such as
#1550, #8256, #8614, #8634, and #8647; none of those add the full
user-secret definition/value/runtime gate covered here.

## What Changed

- Added user-secret definitions and per-user "My secrets" values,
keeping stored values out of access metadata.
- Added `user_secret_ref` environment bindings and UI affordances to
pick them alongside existing secret refs.
- Added responsible-user runtime resolution so user-secret refs resolve
against the human responsible for the run.
- Added pre-dispatch missing-secret gates so runs fail before adapter
dispatch when required user values are absent or definitions are
inactive.
- Added low-trust allowlist hardening for user-secret runtime access.
- Added issue, routine, run, and agent API key responsible-user
attribution and fail-closed dispatch behavior when attribution cannot be
resolved.
- Added denial-copy mapping so responsible-user authorization failures
surface as actionable run outcomes instead of opaque setup failures.
- Added OpenAPI documentation for the user-secret routes.
- Rebases cleanly on current `master`; migrations were renumbered
incrementally as `0128_user_specific_secrets`,
`0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant` after upstream `0126`/`0127`
migrations.
- Removed previously committed local design screenshots so the PR
contains code/docs/tests only.

## Verification

- PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on
`paperclipai/paperclip:master`.
- PASS: `git diff --check`
- PASS: `git diff --name-only public/master...HEAD | rg
'^(pnpm-lock\\.yaml|\\.github/workflows/|screenshots/)' || true`
produced no files.
- PASS: migration journal audit confirmed unique indexes through `130`
with tail entries `0126_issue_comment_derived_attribution`,
`0127_environment_custom_images_instance_scoped`,
`0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and
`0130_run_responsible_user_invariant`.
- PASS: `pnpm --filter @paperclipai/ui typecheck`
- PASS: `pnpm --filter @paperclipai/server typecheck`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-active-run-output-watchdog.test.ts
src/__tests__/heartbeat-stale-queue-invalidation.test.ts
src/__tests__/heartbeat-workspace-finalize-branch.test.ts
src/__tests__/issue-monitor-scheduler.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-comment-wake-batching.test.ts
src/__tests__/heartbeat-retry-scheduling.test.ts
src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts
src/__tests__/heartbeat-plugin-environment.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/low-trust-red-team-routes.test.ts`
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/secrets-service.test.ts` (55 tests)
- PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts
server/src/__tests__/secrets-service.test.ts` (89 tests after final
Greptile cleanup fixes)
- PASS: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests
after the final rebase CI fix)
- PASS: focused server Vitest batches covering heartbeat recovery,
project env, plugin env, routines, low-trust, pipelines, monitors,
watchdog, and stale queue paths.
- PASS: GitHub checks are green on
`2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck +
Release Registry, Build, General tests, serialized server suites, e2e,
Canary Dry Run, verify, security checks, and Greptile Review.
- PASS: Greptile Review completed successfully on
`2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5,
and GraphQL review-thread audit returned zero unresolved non-outdated
threads.

## Risks

- Runtime behavior now depends on a run having a correct responsible
user; missing or incorrect responsibility assignment can block runs
before adapter dispatch.
- `user_secret_ref` bindings intentionally expose metadata without
values, but UI/API callers may need to handle the new binding kind
explicitly.
- External secret providers and IAM policies are not automatically
provisioned by this PR; operators still need to configure provider-side
access for non-local vaults.
- The PR is broad across db/shared/server/UI/runtime paths, so release
validation should include both API and UI secret workflows before merge.
- The migration renumbering is intentionally incremental after upstream
migrations; the branch migrations use guarded
column/table/index/constraint creation so users who tested the older
draft numbering should not hit duplicate DDL for the existing objects.

> 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-based coding agent (`gpt-5`), Codex local adapter
with shell/tool use and code execution. Context window and internal
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>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-05 05:58:20 -05:00
47448721e1 [codex] Clean up issue properties pane (#8941)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue details sidebar is a high-traffic operator surface for
scanning task state, ownership, policy, relationships, and external
references.
> - The previous properties pane mixed too much behavior in one large
component and several rows could overflow or become hard to scan with
long labels and relation lists.
> - The UI needed a narrower, more reusable structure so compact
property rows, relation pills, external URL rows, and picker triggers
behave consistently.
> - This pull request splits the properties pane into focused helper
modules and tightens the pane's layout, truncation, popover, and
overflow behavior.
> - The benefit is a denser, more stable properties pane that stays
usable when issues have long titles, many relationships, external URLs,
or execution policy IDs.

## Linked Issues or Issue Description

No public issue exists for this work. I searched GitHub issues and PRs
for `IssueProperties properties pane`; there was no duplicate issue and
the matching PRs were unrelated test stabilization or other work.

### Problem or motivation

The board issue details properties pane is a frequent operator workflow
surface, but it was implemented as one large component and several rows
could become hard to scan with long labels, many relationships, external
URLs, or execution policy IDs.

### Proposed solution

Split the properties pane into focused modules, tighten compact row
layout and truncation behavior, add bounded previews with explicit
expansion controls for long relation and URL lists, and make execution
policy ID generation work on insecure origins as well as normal browser
origins.

### Alternatives considered

A smaller patch inside the existing monolithic component would fix
individual overflow symptoms, but it would keep related primitives,
picker behavior, relation controls, and external URL rendering tangled
in one file. The split keeps the behavior easier to test and review
without changing public APIs.

### Roadmap alignment

This is an incremental UI quality improvement to the existing board task
details surface. I checked `ROADMAP.md` and did not find overlapping
planned core feature work.

## What Changed

- Split the issue properties pane into focused modules for helpers,
primitives, relation controls, property pickers, and external object
rows.
- Cleaned up row spacing, truncation, picker trigger alignment, scroll
behavior, status color coverage, and long-value titles.
- Added bounded previews and expand/collapse controls for blocking,
sub-task, related-task, and external URL lists.
- Fixed execution policy ID generation so insecure origins fall back to
a stable base URL instead of throwing.
- Updated Storybook issue-management stories and expanded unit coverage
for the new properties pane behavior.

## Verification

- `git diff --check origin/master..HEAD`
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/IssueProperties.test.tsx` — 38 tests passed

## Risks

Low to moderate risk. The changes are UI-only, but they touch a
frequently used task details surface. The main risk is a subtle layout
regression in an untested viewport or issue shape; the branch adds
targeted coverage for long relation and external URL lists.

> 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 Codex coding agent with repository tool use, shell
execution, GitHub CLI access, and local test execution. Context window
size was not exposed in this runtime.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-03 14:40:50 -05:00
DottaandPaperclip 6f30003421 Polish operator UI task controls (#5427)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Operators spend most of their day scanning skills, routines, inbox
groups, and activity cards
> - Several small UI rough edges made those surfaces harder to scan or
easier to crash on real API payloads
> - These fixes are grouped together because they are low-risk operator
quality-of-life improvements rather than separate control-plane
contracts
> - This pull request polishes skills metadata, routine run-now access,
grouped issue creation defaults, monitor activity rendering, and
activity row identity layout
> - The benefit is a smoother board workflow with fewer small
interruptions while keeping the change set compact

## What Changed

- Improves company skill source display and the used-by agent list.
- Truncates long skill source paths and adds a copy affordance.
- Adds a row-level run-now button to the routines table.
- Adds grouped issue creation defaults for inbox issue groups and aligns
grouped add buttons to the right.
- Fixes `IssueMonitorActivityCard` when `monitorNextCheckAt` arrives as
an ISO string.
- Polishes activity row actor avatar/name layout by using the shared
avatar primitive.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
ui/src/pages/Routines.test.tsx ui/src/components/IssuesList.test.tsx
ui/src/lib/inbox.test.ts
ui/src/components/IssueMonitorActivityCard.test.tsx` — 91 passed.
- The routines test emitted the pre-existing Radix warning about missing
`DialogTitle`/description in dialog content; tests still passed.
- Pairwise merge checks against the other two PR branches reported no
textual conflicts.

## Risks

- Low: changes are UI-focused and covered by targeted component/lib
tests.
- Low-to-medium: activity row layout changes could affect dense feed
scanability; the implementation uses the shared avatar component and
keeps truncation behavior.

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

## Model Used

- OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled
Paperclip heartbeat environment. Context window and internal 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-07 12:24:02 -05:00
Dotta a26e1288b6 [codex] Polish issue board workflows (#4224)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Human operators supervise that work through issue lists, issue
detail, comments, inbox groups, markdown references, and
profile/activity surfaces
> - The branch had many small UI fixes that improve the operator loop
but do not need to ship with backend runtime migrations
> - These changes belong together as board workflow polish because they
affect scanning, navigation, issue context, comment state, and markdown
clarity
> - This pull request groups the UI-only slice so it can merge
independently from runtime/backend changes
> - The benefit is a clearer board experience with better issue context,
steadier optimistic updates, and more predictable keyboard navigation

## What Changed

- Improves issue properties, sub-issue actions, blocker chips, and issue
list/detail refresh behavior.
- Adds blocker context above the issue composer and stabilizes
queued/interrupted comment UI state.
- Improves markdown issue/GitHub link rendering and opens external
markdown links in a new tab.
- Adds inbox group keyboard navigation and fold/unfold support.
- Polishes activity/avatar/profile/settings/workspace presentation
details.

## Verification

- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/MarkdownBody.test.tsx ui/src/lib/inbox.test.ts
ui/src/lib/optimistic-issue-comments.test.ts`

## Risks

- Low to medium risk: changes are UI-focused but cover high-traffic
issue and inbox surfaces.
- This branch intentionally does not include the backend runtime changes
from the companion PR; where UI calls newer API filters, unsupported
servers should continue to fail visibly through existing API error
handling.
- Visual screenshots were not captured in this heartbeat; targeted
component/helper tests cover the changed behavior.

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

## Model Used

- OpenAI Codex, GPT-5-based coding agent runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-21 12:25:34 -05:00
ForgottenandClaude Opus 4.6 aa329f4b8a Fix xs avatar alignment and dashboard task row layout
Adjust xs avatar vertical offset from top-[2px] to -top-px for better
baseline alignment. Restructure dashboard recent tasks rows so the
timestamp sits right-aligned outside the title text flow and title
truncates properly on desktop.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 11:35:59 -06:00
ForgottenandClaude Opus 4.6 39f8d38528 UI: mobile responsive layout, streamline agent budget display, and xs avatar size
Make agents list force list view on mobile with condensed trailing
info. Add mobile bottom bar for config save/cancel and live run
indicator on agent detail. Make MetricCard, PageTabBar, Dashboard
tasks, and ActivityRow responsive for small screens. Add xs avatar
size for inline text flow. Remove redundant budget displays from
agent overview, properties panel, costs tab, and config form.
Add attachment activity verb labels.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 11:29:13 -06:00
ForgottenandClaude Opus 4.6 ef7a7ecee8 UI: Identity component, LiveRunWidget, issue identifiers, and UX improvements
Add Identity component (avatar + name) used across agent/issue displays. Add
LiveRunWidget for real-time streaming of active heartbeat runs on issue detail
pages via WebSocket. Display issue identifiers (PAP-42) instead of UUID
fragments throughout Issues, Inbox, CommandPalette, and detail pages.
Enhance CommentThread with re-open checkbox, Cmd+Enter submit, sorted display,
and run linking. Improve Activity page with richer formatting and filtering.
Update Dashboard with live metrics. Add reports-to agent link in AgentProperties.
Various small fixes: StatusIcon centering, CopyText ref init, agent detail
run-issue cross-links.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 09:10:07 -06:00