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Author	SHA1	Message	Date
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description Subsystem affected Server services, shared contracts, database accounting, Company Settings, and Costs. Problem or motivation Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. Proposed solution Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. Alternatives considered Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. Roadmap alignment Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision and context-window size are 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>	2026-10-07 15:53:13 -05:00
DottaandPaperclip	ae6f95ed7a	feat: add personal primary agents (#15470 ) Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults. Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:53:46 -05:00
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
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997 ) Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
Devin FoleyandPaperclip	228f0e2807	fix(ui): make pull request review waits visible (#15375 ) ## Thinking Path > - Paperclip lets people supervise agent work and review its outputs. > - A task can wait for a human to review a pull request while an agent schedules checks. > - The PR work product and detected external links use separate display paths. > - A private PR can disappear from the useful sidebar view when its provider lookup fails. > - The monitor countdown says when the next check runs but omits the saved review request. > - This change shows the saved PR and requested review in the task's existing surfaces. ## Linked Issues or Issue Description What happened? A task kept checking whether a private GitHub PR had merged. Its work product requested board review, but the Properties sidebar used detected external objects instead. The PR URL was stored only in metadata, which the PR refresh path did not read. The composer showed a generic monitor countdown with no PR link or review action. Expected behavior Show saved PR links even if provider access fails. During a GitHub monitor wait, make outstanding review requests visible with the next check time and a status-check action. Stop requesting review when a PR merges or closes. Steps to reproduce 1. Register a PR work product with `reviewState: needs_board_review` and its URL in `metadata.url`. 2. Schedule an external-service monitor for GitHub. 3. Open the task with external-object lookup unavailable or unable to access the private repository. 4. Inspect Properties and the composer wait strip. Related work: #14469 added rich artifact cards. #8759 addresses attention on monitored task blockers. This change uses the existing work products and monitor action; it adds no blocker or approval mechanism. ## What Changed - Show saved PRs in Properties, including metadata-only links, independent of external-object availability. - Deduplicate equivalent GitHub PR URLs while preserving the saved navigation link, and put explicit review requests first. - Keep provider status and freshness on the combined PR row; keep private PR links usable when lookup fails. - Show the saved PR review request above the composer and in the existing monitor banner during a GitHub monitor wait. - Label the existing monitor action `Check status` and show check failures inline. - Suppress review prompts for merged, closed, or archived PRs even if their review flag is stale. - Refresh PR metadata using `metadata.url` and the existing `repository` alias. - Share saved work-product reads across the thread, Properties, and Artifacts. Refresh GitHub in a separate query and enrich only matching PR versions. - Start a fresh saved-row request on live invalidation so late provider responses cannot hide new artifacts or changed review requests. - Cover stalled GitHub lookups in both panels so refresh latency cannot hide saved work. - Scope monitor-check mutation state to the task so failures and late responses do not leak across navigation. - Refresh GitHub status when the displayed run finishes, including when saved PR rows have not changed. - Clarify that PR review and external release handoffs need a saved human-input interaction with an agent assigned for continuation; a flag, monitor, or handoff comment alone does not create that card. ## Verification - 386 tests pass across eleven affected UI and server suites on `184c7d8746`. Regressions cover saved links, provider status, cold-cache loading, panel reopening, monitor errors during navigation, and live updates during provider refresh. - Three live-update regressions and two run-completion regressions fail before their fixes and pass afterward. These tests use the real API client's GET coalescing and abort handling. - Full repository typecheck and build passed on the merged parent `1a49112dd2`. The latest UI changes pass UI typecheck and token gates; CI also verifies the latest build. Capability contract/inventory checks pass. - Storybook build and browser checks passed before the query race fix. Browser checks cover desktop and 390px mobile review waits, plus video, mixed-file, and empty artifact galleries after background refresh. - The earlier full local `pnpm test:run` was stopped under disk pressure. It reported failures outside the changed suites; an isolated skill-cache run reproduced three existing macOS permission failures. The full local suite was not rerun for this follow-up. - Latest-head CI passes on `184c7d8746`, including the browser shards and canary dry run. Apex is 5/5 with no actionable findings and no unresolved threads. All eight reported findings are addressed. ## Risks - This uses saved PR review state. When GitHub access fails, the saved state can remain stale until the agent updates it. The link remains visible and the status check remains available. - `Check status` wakes the existing monitor owner. It does not merge a PR, accept an approval, or mark the task done. - No schema, permissions, or scheduler behavior changes. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository analysis, code editing, and test execution. The exact deployment model ID and context window were 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 — 277 affected tests - [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>	2026-10-06 16:03:13 -07:00
DottaandPaperclip	a590ab769d	Give managed agents persistent cryptographic identities (#15352 ) Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence. Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 13:57:03 -05:00
DottaandPaperclip	9f7057e122	feat(connections): configure custom model providers across agent harnesses (#14970 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use a harness, a model, and a credential to run tasks. > - Connections already store credentials and control who can use them. > - Custom providers also need an endpoint and a supported API format. > - A per-agent endpoint would duplicate credentials and access rules. > - This pull request stores routing on the connection and projects it into the harness. > - Isolated credentials and protocol checks keep the selected connection authoritative. ## Linked Issues or Issue Description Refs #37, #13083, #14104, #14565, #12692. #14016 is a reference only. This PR has its own schema, vault persistence, routing validation, runtime projection, and tests. None of the five commits in #14016 is an ancestor of this branch. We do not depend on or plan to merge it. #14967 addresses task-pinned account pools. #14422 addresses another provider integration. This is the first of two linked PRs. Merge this connection change before #15341, which refines agent setup and adds the qualification harness. The split keeps each review below 100 changed files. Provider catalog entries have usable setup forms in this PR. Local browser subscription sign-in is included. ## What Changed - Store non-secret routing metadata on AI connections. Vault provider API keys, including Bedrock bearer API keys. Reject general AWS access keys. - Enforce company, owner, human audience, agent access, connection status, and protocol checks before resolving credentials. Keep reconnect destinations immutable and retain connection identity during key rotation. - Project OpenRouter and compatible custom endpoints into Codex, Claude, OpenCode, and local Hermes. Carry these settings through both legacy and native runner transports. Clear conflicting host credentials and redact keys from diagnostics. - Preserve older OpenRouter accounts and native personal defaults. Add Google API-key accounts and migration `0306` for the two provider-default constraints. - Run local Claude and Codex subscription sign-in behind the existing browser sign-in card. Use private attempt homes and owner-bound completion instead of a copied terminal command. - Seed isolated Gemini authentication and preserve OpenCode workspace permissions. Keep the selected connection authoritative. The independent Gemini and Grok workflow fixes are in #15341. - Keep native OpenCode custom gateway keys in a runner-owned selected-model proxy; the harness config contains only a session-scoped capability. Honor runtime outgoing proxy and certificate settings. Preserve streamed responses and revoke the proxy on close or startup failure. - Allow ordinary members to connect native personal accounts before an agent exists. - Repair routed accounts from task cards using the saved provider destination, protocol, model aliases, and connection identity. - Add provider catalog definitions, model discovery, pinned logos, and complete native and routed setup forms. Allow a personal routed connection before a new agent exists. Keep endpoint authentication keys out of Hermes terminal children. - Recover cancelled or restarted browser sign-in with a clear restart action. Support no-auth endpoints without a vault credential. Add isolation and recovery regressions and runtime documentation. ## Verification - Updated with `origin/master` at `22a3ea341`. Migration `0306` follows the new master migration and passes migration and snapshot checks. - The integrated connection regressions passed 152 tests and 50 native OpenCode driver tests, including key-free child-shell configuration reads, authenticated/no-auth forwarding, streaming, model/path restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass. Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34 executable also completed a turn through the proxy against a local synthetic provider; the reusable key was absent from its config. A second real-executable smoke passed with an HTTPS CONNECT proxy and runtime-specific synthetic certificate trust. Certificate-file and certificate-directory regressions pass. - Task-card repair passed 48 tests, including OpenRouter, Bedrock, and custom gateway reconnect cases. UI typecheck and token gates passed. - The prior core regression set passed 133 tests across new-agent setup, provider forms, browser sign-in, routing projection, and connection authorization. Token gates and UI typecheck passed. - Full workspace typecheck and production build passed again after the latest integration and credential-proxy fix. The merged deterministic runner E2E suite passed 1,400 Vitest tests and 128 Node tests. - Full workspace typecheck passed on the prior linked combined implementation. Production build, Storybook build, 1,316 browser-harness Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the latest master integration and regenerated migration. This exact head passed 54 remote checks with four expected skips and Greptile 5/5; no review threads remain open. An unchanged server fixture had a random six-character issue-prefix collision on its first attempt. All 245 tests passed locally and the single CI retry passed. - A provider-free terminal check used the cited supported Hermes source and dummy keys. Gateway and OpenRouter terminal children could not read the selected key. - The broad local Vitest attempt passed 15,442 tests but was not green. It had an embedded-Postgres startup failure, an HTTP logger timeout, an origin socket error, and a browser cancellation wait timeout. The cancellation wait was corrected. The relevant connection tests and the full origin test file passed separately. Latest-head CI must pass before merge. - Prior credential-backed acceptance exercised task creation, tool use, artifact delivery, completion, and context-dependent follow-up. Claude legacy and native runners passed Bedrock with `us-east-1` and `us.anthropic.claude-sonnet-4-6`. - Historical local qualification retained 43 passing API/gateway cells out of 46. Those attempts span earlier builds. They do not qualify this exact commit or staging. All subscription combinations and staging remain unqualified. - Verify native subscription and API-key setup. Connect a regular provider catalog row. Verify an incompatible harness and a changed reconnect URL are rejected. Use #15341 for the complete browser campaign. ## Risks - Migration `0306` changes two check constraints. It preserves rows and is safe to reapply. It takes normal constraint-change locks. - Credential projection touches several harnesses. CLI upgrades can change provider configuration and session behavior. - The native OpenCode proxy adds a loopback hop, pins requests to the selected model, limits request bodies to 16 MiB, rejects redirects, and expires at session close. It prevents reusable keys in the child configuration; it is not an OS isolation boundary against a process debugger running as the same user. - Custom endpoints must be reachable from the agent environment. Saving a connection does not prove connectivity. Bedrock keys require rotation before expiry. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Provider overloads and an unresolved follow-up timeout also affect live Gemini qualification. We have not patched the installed CLI or marked those cases as passing. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS identity, arbitrary auth headers, and custom routing for other harnesses are excluded. - These PRs do not establish production or staging qualification for every provider and login method. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were 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>	2026-10-06 13:29:03 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. Current behavior The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. Proposed behavior An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. Reason and benefit Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. Breaking changes The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: 15/15 passed, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: 3/3 cold starts passed on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. No completed Butter read/delegation/result retrieval is claimed. - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version and context window are 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 (focused checks pass; unrelated local full-suite timeouts are explicitly recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-06 12:35:16 -05:00
Devin FoleyandPaperclip	202c2d307e	fix(server): leave unclaimed warm Cloud databases idle (#15314 ) ## Thinking Path > - Paperclip manages work performed by AI agents. > - Managed deployments prepare empty applications before an owner claims them. > - Those applications start database pollers even though no company can have work. > - Health probes also query SQL, so idle databases cannot remain suspended. > - This pull request adds an explicit standby marker for empty, unclaimed Cloud apps. > - The existing signed, durable claim resumes normal processing without restarting the app. ## Linked Issues or Issue Description What happened? An empty, unclaimed warm application runs recurring chat, email, plugin, heartbeat, cleanup, and reconciliation queries. Its health route also opens the database. This prevents idle database compute from suspending. Expected behavior An explicitly marked unclaimed application should keep its HTTP process and sandbox provider plugins ready while leaving the database idle. A successful signed claim should resume normal API behavior and background processing. Claimed and self-hosted instances should keep their current behavior. Steps to reproduce Start an empty Cloud-managed application and leave it unclaimed. Observe database activity while repeatedly requesting `/api/health`. Before this change, periodic queries continue without company data. Related: #15153 reduces allocation during chat polling. This change suppresses polling only for explicitly marked, empty, unclaimed Cloud apps. ## What Changed - Add `PAPERCLIP_CLOUD_WARM_STANDBY=1`. Check company emptiness once after restoring the persisted Cloud runtime identity. Missing Cloud configuration, existing data, or a persisted claim leaves normal processing active. - Gate recurring database pollers with an in-memory predicate. Keep startup preparation and sandbox provider plugin loading intact. - Serve unclaimed health probes without session or database reads and report `warmStandby: true`. Serve standby pages/assets directly from the UI router, bypassing session, bearer, tenant, and dynamic handlers. Refuse API requests and all WebSocket upgrades before authentication can query SQL or seed company data. - Exit standby after the existing signed identity assertion commits. Normal timers resume at their next tick; a restart restores the claim even with stale provider variables. - Document the marker, readiness semantics, rollout checks, and rollback. ## Verification - `pnpm -r typecheck` passed. A final server typecheck also passed after adding tests. - `pnpm build` passed. - Focused standby, signed claim, restart, health, static/Vite routing, hostname, HMR, and live-events suites: 72 passed after the review fixes. Includes real HTTP upgrade admission before/after claim. - `pnpm test:run` was attempted locally; both superseded runs were stopped after encountering checkout/platform failures. A clean-checkout rerun eliminated ancestor skill-directory lookup failures. The company-skills/runtime-cache families encounter macOS read-only-directory rename failures (`EACCES`); all three company-skills failures reproduce on unmodified base `bf14f803d5`. The initial full run also reported one native runner API test failure; an isolated comparison on both revisions was blocked by local embedded PostgreSQL startup failures. The full [Linux CI run](https://github.com/paperclipai/paperclip/actions/runs/37423263993) passed on final commit `5016c415ea`, including all server and workspace test shards, browser suites, typecheck, build, and release canary. This is not a claim that the full local suite passed. - Isolated full server with local PostgreSQL: after startup and connection expiry, 70 health probes, 70 page requests carrying valid synthetic tenant credentials, and 70 rejected WebSocket upgrades over 70 seconds observed zero app database connections. The signed claim completed in 62 ms and normal polling resumed (475 database transactions over 12 seconds). Restart with stale provider variables restored the durable claim. The latency is local-only, not a provider wake measurement. - Apex review: 5/5 on `5016c415ea`, both earlier threads resolved, no open recommendations. - No live-provider test or production deployment was performed. An actual database suspension/resume canary remains required before enabling the control-plane switch. ## Risks - Standby health reports HTTP readiness rather than current database connectivity. The signed claim still requires a durable database write; claimed health checks retain the SQL probe and 503 failure behavior. - Pollers resume at their usual intervals. A suspended database may add claim latency. Validate the real provider before enabling the marker. - Startup preparation and sandbox plugins remain loaded. New plugins or background loops must respect the same standby contract. - The marker is off by default. Remove it or set it to `0` and restart to roll back. No schema migration or claimed-workspace inactivity policy changes. ## Model Used OpenAI Codex, based on GPT-6. The exact serving snapshot and configured context-window size are not exposed in this session. Assistance included source review, TypeScript changes, command execution, and PostgreSQL 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 #` 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 — targeted tests pass; full local suite limitations are documented above, and full Linux CI is green - [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>	2026-10-06 09:11:25 -07:00
DottaandPaperclip	9b3fe260ba	fix(tasks): surface Codex ChatGPT model rejection (#15299 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native Runner runs report provider errors and can also save a structured failure result. > - Codex rejects a model that the user's ChatGPT account cannot use. > - Master now diagnoses this rejection, but the task's compact run data omits its message. The thread can still call it a generic run failure. > - Users need the account restriction and a clear step to repair the model selection. > - This pull request shows the existing diagnosis as “Model unavailable” on the task. ## Linked Issues or Issue Description What happened? Codex returns HTTP 400 with `invalid_request_error` and the message `The 'gpt-6.1-sol' model is not supported when using Codex with a ChatGPT account.` Master now stores an actionable diagnosis for this rejection. The task thread still labels it “Run failed” and does not receive its error text in compact run data. Expected behavior Show the account restriction on the task and in the run error. Tell the user to choose a supported model or clear the task's model override before retrying. Steps to reproduce 1. Use a Native Runner Codex agent signed in with a ChatGPT account. 2. Select a model that produces the rejection above and start a task. 3. Let the runner save its generic failed result. Inspect the task's failure marker and recovery notice. Additional context Refs: #15304. That merged PR diagnoses the provider failure and preserves worker and review recovery rules. This PR adds its task-facing message and guidance without changing that diagnosis or those rules. Refs: #13134. That PR improves model discovery for ChatGPT accounts. This PR exposes the rejection when a configured model still fails at execution time. ## What Changed - Return a bounded model rejection message in compact issue-run data. - Show “Model unavailable” and model-change guidance in the task thread and recovery notice. - Add database and UI regression tests, including both the original rejection text and master's fixed diagnosis. Document the new failure message. ## Verification - Focused merged-branch validation: 279 tests passed across activity service, native provider failure observation and PostgreSQL integration, TaskChatThread, and ExecutionBlockerNotice. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed on the merged source tree. - Greptile reviewed conflict-resolution commit `1db39c4e636a92e2e76ba224b71c6f1e2f556c81` at 5/5 with no findings or inline comments. - All 55 check runs completed without failure on that commit. The two optional Storybook jobs were skipped. The legacy Snyk status passed. The branch has no merge conflicts. - UI regression assertion: the task's failure marker says “Model unavailable” and retains the account restriction. It no longer says that this failure happened after a final response. ## Risks - Provider recognition and recovery are owned by the existing master implementation. This PR exposes only bounded error text for failed runs with `native_provider_model_rejected`. - Historical runs with the generic `adapter_failed` code are not reclassified. No stored run is rewritten. - Existing retry and reconciliation gates remain in place. No schema migration or model configuration change is required. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser inspection. The exact deployment model ID and context window are 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>	2026-10-06 08:05:25 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967 ) ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description Subsystem affected AI Connections, Connectors, plugins, run dispatch, and session compatibility. Problem or motivation Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. Proposed solution Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. Roadmap alignment This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show Used by below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then Connectors / Pool host or AI Connections / Connection pools. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, code execution, and browser testing. The exact deployment model ID and context window are 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 - [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 (targeted suites; full-suite limitations are reported above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	4857799a88	feat(connections): deliver saved instructions to authorized agent turns (#15216 ) Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes. Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:16:00 -05:00
DottaandPaperclip	b43073d11f	feat(connections): sync and group accounts managed by aggregators (#15254 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - Aggregator gateways can expose accounts that users already connected upstream. > - The Apps catalog did not show those accounts or their current provider status. > - Separate cards and setup tasks also made account ownership unclear. > - This pull request discovers upstream accounts and groups them under one app card. > - Users can find connected apps while each provider keeps control of its accounts. ## Linked Issues or Issue Description Subsystem affected Connections across the database, shared contracts, server, and board UI. Problem or motivation Users cannot see which apps are connected through a saved aggregator gateway. Native and upstream accounts need one app card. Discovery must preserve company, user, gateway, and credential boundaries. Proposed solution Sync account metadata from Composio, Arcade, and supported Executor gateways. Keep upstream account management in each provider. Use source chips and search to browse the catalog. Preserve native setup and the gateway's existing access policy. Alternatives considered Creating a local executable connection for each upstream account would duplicate authorization state. Using an agent task for routine Composio setup would add an unnecessary step. The board now calls the saved gateway directly for that setup. Roadmap alignment This extends the shipped Connected Apps and MCP Tool Gateway features in ROADMAP.md. The duplicate search found no open PR for managed account discovery. Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open PR #12906 covers adjacent toolkit routing work. ## What Changed - Add provider-neutral discovery, sync, and refresh APIs. Preserve the Composio API paths. - Cache observations by company, saved gateway, viewing user, and credential version. Retain stale observations after failed or incomplete scans. - Add optional Arcade account sync credentials in the vault. Discover Executor accounts through its supported inventory interface. - Group native and upstream accounts in one app card. Imported account menus open their provider. Gateway menus own refresh and sync setup. - Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50 catalog entries per page. Keep connected accounts above discovery. Keep explicit provider searches scoped. - Simplify Composio app setup and refresh its connected app list on the gateway Permissions page. - Add a compact agent access card and task creation defaults for connection setup. Preserve explicit blocks and approval policies. - Add two replay-safe migrations, service and UI tests, Storybook journeys, and acceptance stories. ## Verification - Passed the repository typecheck, full build, token gates, and migration ordering check. - Passed the focused provider adapter, connection interaction, and catalog tests after rebasing onto master. - Passed all nine database sync and migration replay tests using a disposable database on the test-drive PostgreSQL cluster. Removed that database after the run. - Verified Arcade cursor pagination against its official Go SDK and passed all eight adapter tests, including short and incomplete pages. - Passed all 45 interaction tests after making the exact requested tools and their Allowed/Ask first permissions visible before granting access. Verified the compact card in Storybook. - Passed the complete UI suite on the final code: 683 files and 7,432 tests, including the corrected Composio destination assertions. Passed 130 focused tests for the UUID, management-link, and health-status corrections. - Passed 22 Composio setup/sync tests, 23 connection-intent service tests, and the connection migration test in separate disposable databases. Database startup alone was substituted; the suites exercised their real SQL and services. - Passed all 10 OpenAPI route checks and the full-stack connection-intent browser test, including scoped consent, agent continuation, and task completion. - The local full runner encountered embedded PostgreSQL startup failures on this loaded macOS host. The earlier in-flight run also held the pre-fix Arcade transform; a fresh run of the final provider suite passes. The final-head CI is queued during GitHub’s active Actions incident: https://www.githubstatus.com/. The previous run also lost several runners simultaneously; its real catalog assertion failures are fixed and the fresh complete UI suite passes. - Tested the real test-drive server in the embedded browser with a live Composio gateway. Detected Airtable and Circleback. Verified refresh progress, account rows, source chips, search scope, and 50-entry pagination. - Arcade and Executor coverage uses provider fixtures. Live credentials were unavailable. - Storybook builds successfully and includes grouped native/provider accounts, stale and unavailable discovery, optional Arcade setup, and mobile states. The acceptance document records the simulated and live coverage separately. - Greptile reviewed final commit `217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review threads are resolved, security scans pass, and the PR has no merge conflicts. The outstanding remote checks are `ci / Select trusted runner` and `review`, queued by GitHub. They need to complete before merge. ## Risks - Provider response changes can break inventory discovery. Failed scans retain observations and show stale status. - Composio scans only the supported catalog and can take time. Large inventories run in the background with progress and a bounded lease. - Arcade requires a project API key and user ID when the gateway cannot supply them. This key is used only for discovery. - Executor discovery depends on the server's exposed inventory tools. Unsupported servers report unavailable discovery. - Cached account rows do not grant access or create executable connections. Gateway policies still govern tool use. Account deletion and per-app authorization remain upstream. - The migrations add tables and one nullable column. Replay preserves existing rows and company-scoped foreign keys. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific serving model ID or context limit. Used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 14:57:04 -05:00
scotttong scotttong Claude Opus 5.5	1c07b5903b	feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The left nav is the main way people move between tasks, the inbox, and Agent Chat > - The nav has separate Inbox and Tasks rows that show overlapping work, and Chat is one row among many > - The side panel beside a chat shows the conversation's own artifacts, not the work the agent did > - People want Chat to be easy to find, and they want one place for their task views > - This pull request moves Chat to the top of Work, shows the agent's tasks and artifacts beside each chat, and adds an experimental flag that folds Inbox into Tasks > - The benefit is a shorter nav and a chat view that shows what the agent is working on. Both changes stay off until an operator enables them ## Linked Issues or Issue Description Refs #14706 (the secondary Agent Chat navigation this change builds on) Refs #14848 (reopen the last visited agent chat) Subsystem affected UI navigation (left nav, mobile tab bar), Agent Chat side panel, task list and inbox, and the company artifacts API. Problem or motivation Inbox and Tasks are two nav rows for overlapping work. Chat sits in the top group with no clear home. The chat rail lists only agents you already talked to, so you cannot see your other teammates there. The side panel beside a chat shows only the conversation's own artifacts. It does not show the tasks and files the agent made. Proposed solution With Agent Chat on, Chat leads the Work section and the rail lists every eligible agent. The chat side panel opens on the agent's tasks as cards, and the agent's artifacts are available from +. A new experimental flag, Combined Inbox + Task List, makes Inbox a set of views inside Tasks. Alternatives considered Rebuilding the inbox inside the task list. Instead, `/issues` hosts the existing Inbox component for inbox views and the existing task list for status views, so all inbox behaviour stays the same. Roadmap alignment Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes are behind experimental flags that are off by default. ## What Changed - Agent Chat nav (streamlined shell): Chat is the first row of Work, not a top-group row. Workspaces leaves the nav while Agent Chat is on. The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell keeps master's top-group Chat row. - Chat rail: `AgentConversationsSidebar` lists every eligible agent. The open chat is first, then conversations by recent activity, then the rest of the roster alphabetically. Terminated agents and agents you left are omitted unless you have history with them. The picker still marks only real conversations as "Open chat". - Chat side panel: a new default Tasks tab shows one card per task the agent created, was assigned, commented on, or acted on, newest first. It has the task list's filter popover and a sort control. + → Artifacts shows the agent's artifacts as cards. Cards open in a new tab. Agent Chat off keeps the old Artifacts tab. - Artifacts API: `GET /api/companies/:companyId/artifacts` accepts `agentId`. The filter applies to documents, work products, and attachments by the agent each result is attributed to. The shared validator and the UI client carry the new parameter, and the OpenAPI entry picks it up from the shared schema. - Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by default): new card in Settings > Experimental. The Inbox row goes away and its badge moves to Tasks. A Views menu on `/issues` covers Mine, Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done. Bare `/issues` opens the last-used view (default Mine). Links that carry `assignee`, `workspace`, `participantAgentId`, or `q` open All so the filter is kept. `/inbox/` and `/issues/{all,active,backlog,done,recent}` redirect to the matching view. `/inbox/requests` stays its own page. - Task detail breadcrumb:* the view key now decides the source, so quick-archive still works after a reload from an inbox view. - Docs: `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail, the chat side panel, and the new flag. ## Verification - `cd ui && npx vitest run --no-file-parallelism src/components/chat src/components/task-side-panel/TaskSidePanel.test.tsx src/components/AgentConversationsSidebar.test.tsx src/components/Sidebar.test.tsx src/components/SidebarCompanyMenu.test.tsx src/components/Layout.test.tsx src/pages/AgentChats.test.tsx src/pages/InstanceExperimentalSettings.test.tsx src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx src/App.activity-routing.test.tsx src/components/MobileBottomNav.test.tsx src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass. - `cd server && npx vitest run src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including the new agent-filter test across all three artifact sources. - The new rail test fails against the unmodified rail. - `pnpm check:token-gates`: all gates clean. - Manual: enable Agent Chat in Settings > Experimental. Open Chat. The rail lists all agents. Open a chat. The side panel shows the agent's tasks. Use + → Artifacts to see the agent's artifacts. Then enable Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a Views menu. - Snapshot baselines are intentionally not updated. See `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - With both flags off, the app behaves like master. The only exception is the API: it accepts a new optional query parameter. - With Agent Chat on, the rail can list many agents in a large company. It uses the agent list the app already loads, and search filters it. - The Tasks panel reads at most 200 recently updated tasks per agent and says so when it reaches the limit. The Artifacts panel reads at most 500 of the agent's artifacts. - Combined Inbox + Task List changes what bare `/issues` opens for people who enable it. Deep links with a task filter still open All. ## Model Used - Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code with tool use (shell, file edit, test runs). Extended thinking was enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-04 02:13:46 -07:00
DottaandPaperclip	7d59de6113	feat(connections): probe provider usage limits on demand (#14936 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections store the AI accounts used by legacy and native runners. > - Subscription accounts can reach session, weekly, model, or paid usage limits. > - Operators need to read these limits for a specific stored account before making a routing decision. > - This pull request adds an on-demand usage probe to the connection service and account detail. > - The result preserves provider limits, reset times, paid usage, and unknown values for later consumers. ## Linked Issues or Issue Description Subsystem affected Shared contracts, the connection service and API, and the account detail UI. Problem or motivation Managed AI accounts lack a common operation to read their current usage limits. A local harness probe can read a different login from the account selected for an agent. Proposed solution Add `aiConnectionService.probeUsage()` and a board-only connection usage endpoint. Probe the selected credential grant on request. Support Codex, Claude, and Grok subscriptions, plus OpenRouter API key limits. Alternatives considered Harness-specific automatic polling would couple the read to execution and can read ambient credentials. This change uses the managed connection credential and leaves scheduling and admission decisions to later work. Roadmap alignment This extends the existing Personal & Shared AI Accounts capability. It adds no routing or quota enforcement. Related: Refs #14459 for managed OpenAI quota reads; Refs #14781 and Refs #13379 for downstream pacing and budget work. This operation reads one requested account across all three subscription providers. ## What Changed - Add typed usage snapshots and a probe capability flag to managed AI connections. - Normalize Codex, Claude, Grok, and OpenRouter responses. Keep model scopes, provider admission, reset periods, and paid allowances separate. Preserve unknown values. - Enforce company membership, credential audience, grant identity, and connection lifecycle before reading the stored secret. - Add a board-only `GET /api/companies/:companyId/ai-connections/:connectionId/usage` endpoint with `no-store` responses. - Add manual Check usage and Refresh actions to account details. Show compact usage bars, resets, admission and overage status; remove repeated descriptions and account-default copy. Clear previous results during a new request or error. - Add Storybook previews using the production account components for all four providers, initial checks, loading, and permission errors. - Add provider, authorization, runner selection, API, and UI coverage. Document provider sources and live qualification. ## Verification - Initial provider, authorization, selection, API, and UI validation passed (96 focused tests): `pnpm exec vitest run server/src/services/ai-connection-usage.test.ts server/src/__tests__/ai-connections.test.ts ui/src/components/ai-connections/AiConnectionUsagePanel.test.tsx server/src/__tests__/openapi-routes.test.ts`. - `pnpm -r typecheck` passes for the initial implementation. After simplifying the UI, 9 usage-panel and date-helper tests, UI typecheck, token gates, and Storybook build pass. The initial feature module boundary check also passed. - Real Codex, Claude, and Grok credentials were saved to encrypted disposable connections. The actual usage HTTP route returned 200 with `status: ok`. Legacy and native runner selection checks passed. The tests started no model turn and exchanged no refresh token. The disposable databases and vaults were removed. - Live Claude responses added structured scoped limits. Live Grok responses omitted included-plan usage. Tests now cover both shapes and preserve the Grok omission as unknown. - The full workspace build passes. A full local test run hit a heartbeat feedback timeout. That case passes in isolation. The duplicate local run was stopped after all remote checks passed. The Slack ordering and OpenCode transport CI flakes also pass in isolation and on the CI rerun. - Current head: `ff3d479029a1c4248190323e221b2803cfb0d79d`. All 54 active checks pass. Two Storybook checks are intentionally skipped by the workflow. Greptile is 5/5 with no unresolved review findings; the branch is mergeable. ## Risks - Subscription usage endpoints can change. Credentials can lack usage-read permission. The probe returns explicit errors without fresh limits in these cases. - A successful probe can contain partial data. Missing utilization or admission remains unknown. An enabled paid-usage switch does not prove a funded balance. - This change adds no migration. It does not change runner admission or automatic provider selection. Provider requests use fixed endpoints, disabled redirects, bounded response sizes, and a 15-second deadline. ## Model Used OpenAI Codex, GPT-6, with reasoning, file editing, shell execution, and HTTP tools. The session does not expose the exact runtime model variant or context window size. Real provider credentials were used only for the authorized live checks. ## 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>	2026-10-02 11:47:14 -05:00
DottaandPaperclip	6c1a75da49	feat(connections): make AgentMail a default connection with inline setup (#14772 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents access to external services. > - AgentMail needs both a saved key and an inbox assigned to the agent. > - Chat requests offered a setup link instead of an inline card and could treat a saved key as complete. > - Inbox setup also hid address conflicts behind a generic server error and a separate review step. > - This pull request makes AgentMail a default connection, adds the inline card, reduces setup to two steps, and shows conflicts beside the address. > - Shared native dropdown styles also give every caret a consistent inset. ## Linked Issues or Issue Description What happened? AgentMail requests in chat did not show a usable inline connection card. Manual setup required extra screens, ignored saved account keys, and could trap new-address setup in a locked inbox dropdown. Agent selectors omitted the avatar from the selected value. A taken address could produce an HTTP 403 from AgentMail and appear as an internal server error. Native dropdown arrows also touched the right edge of their fields. Expected behavior Make AgentMail available as a default connection. Ask for the API key inline, with a direct link to its provider page. Default human access to the company and agent access to the requesting agent. Resume the agent only after an assigned inbox is active. Manual setup should ask for an agent and email address, then finish. Address checks should run as the user types. Taken addresses should show clickable alternatives. A domain dropdown beside the name should prefer a verified custom domain. Setup should suggest authorized saved AgentMail keys and show agent avatars in the picker and selected value. Steps to reproduce 1. Ask an agent to connect AgentMail when it has no assigned inbox. 2. Check that an inline API-key card appears and links to the provider's API-key page. 3. Open AgentMail setup, choose an agent, and request an address that is already taken. 4. Correct the inline error, refresh, and finish setup with the same request ID. 5. Inspect native dropdown carets in light, dark, disabled, and right-to-left states. Uses the bounded provider-error parser merged in #14768. Related work: #13256 introduced AgentMail; #14725 expanded connection search. ## What Changed - Stop recurring email queries for tasks that have no email thread. Share the query between the thread provider and activity view. Keep email-task updates and invalidation-based discovery. - Make AgentMail available without the experimental chat setting. Keep the catalog, setup and management routes, agent Channels tab, task email feed, receiving worker, and agent tools available by default. Other experimental chat providers stay gated. - Make the email address and copy icon a single clickable action with the shared Copied! confirmation. Add View inbox linking directly to the matching AgentMail console inbox, with the address encoded as one URL path segment. - Reorganize inbox Settings around the copyable email address, usage instructions, and receiving status. Move reconnect credentials into a disclosure and separate the Disconnect action. Add production Settings stories for active, paused, unassigned-address, revoked, webhook, long-address, mobile, and reconnect states. Show repair controls when the inbox has an error. Keep usage instructions tied to an active inbox with an address. - Add AgentMail channel intents and an inline key field with the direct API-key URL. - Keep setup and retry state tied to the interaction. Require an active inbox for completion. Preserve company and agent access checks. - Reduce manual setup to agent selection and email selection. Put the domain dropdown beside the address and default to a verified custom domain. Preserve explicit choices across reloads. Keep receiving settings under Advanced options. - Check the initial address and edits after a 350 ms pause. Abort superseded requests and ignore stale responses. Show clickable suggestions and retain known creation conflicts across reloads. - Add a company-scoped, manager-only address check using the saved credential. Search the visible inbox list instead of fetching an uncreated inbox: live AgentMail retains negative lookups that can break subsequent access-key creation. Unlisted addresses remain unknown; creation is authoritative. - Suggest labeled saved AgentMail keys in both manual setup and the inline card. Filter by company, provider, active credential, and current-user grants on the server. Prefer an account key and preserve the selected key or an explicit new-key choice across refresh. Use verified scope metadata and bounded concurrent checks for legacy keys. Never return secret values. - Catch an inbox-only key before the email step. Allow its existing inbox only after an explicit choice. Recover old locked drafts at the key picker. Save the replacement key before retiring an empty draft, then use a new setup URL so refresh preserves the switched account; stop if cleanup fails. Preserve already allocated addresses and their original accounts. - Use the shared AgentSelect in email setup. Show the canonical agent avatar in each option and the selected value, including other consumers of the shared component. Add regression coverage for legacy and current Lucide agent-mention icon formats. - Start each catalog Add connection with a fresh setup identity. Honor Finish setup's exact draft/account/address instead of resuming an unrelated browser draft. Return Cancel and Done to Connectors and Email settings to the inbox. Group the task/thread explanation in a How it Works card. - Route AgentMail catalog removal through the email inbox control API, including unfinished drafts. Refresh both the catalog and inbox views. - Render each inbox management tab separately. Access uses the saved account grants and agent controls; Conversations and Activity use the shared persisted email feed. Activity lifecycle actions use the email API. Reconnect returns to inbox Settings. Conversation failures show a retry instead of a false empty state. Email delivery recovery stays in the task. - Map documented provider address conflicts to a field error. Preserve actionable messages for other failures. - Preserve non-secret draft fields across refresh, scoped to the requested agent. Never save API keys in browser storage. Resume partial inbox creation with the original agent, address, and request ID. - Show an already-created address with explicit retry and new-address recovery instead of locked inputs. Preserve the original inbox and resumable draft when choosing another address. Distinguish runtime-key 404 errors and log safe provider status/operation/code. - Apply final agent access once within email setup authorization for a new account whose original installs are unchanged. Preserve later permission edits and reused account installs. Support in-place retry of progress loading. - Let a failed inline setup change keys after retiring an empty draft. Persist its replacement setup identity without storing secrets. Recover a server-saved account when refresh interrupts the save response, while preserving intentional account changes. - Render the production setup in Storybook and add error, recovery, and mobile states. - Inset native select carets in shared CSS. Preserve custom icons, listboxes, keyboard behavior, and forced-color controls. - Add browser regression coverage and an AgentMail Product E2E case with persisted-state and rendered-card evidence. ## Verification - Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `git diff --check` passed after the default-availability change. - All 485 focused tests passed. These cover setup, management, catalog and route gates, connection intents, email authorization, Cursor execution, and the OpenAPI contract. All 39 email integration tests run with the experimental chat setting off. - The shared polling change passed four behavioral tests, UI typecheck and build, and token gates. - `tests/e2e/agentmail.spec.ts` passed with the actual server setting off. This full-stack browser test uses simulated provider responses. It covers catalog entry, saved keys, editable address and domain controls, creation, conflicts, retry, all management tabs, clipboard feedback, the provider link, and task email rendering. - In the live local browser, Add connection reached the editable email step with the saved account key. The verified custom domain was selected by default. Both domain choices worked. The existing inbox Settings page remained available. Both active inboxes completed new mail checks with the setting off. No new provider inbox or email message was created for this pass. - Earlier live provider acceptance covered creation on a verified custom domain, Finish connecting on the reported draft, successful mail checks after refresh, and catalog removal of disposable draft and active connections. Clicking the email address copied the exact address and showed Copied!. View inbox opened the same inbox in AgentMail’s console. No email messages were sent. - Production setup and Settings Storybook builds and interactions passed. Settings states include active, paused, unassigned, revoked, webhook, long-address, mobile, and reconnect. Receiving and revoked-access stories had zero accessibility violations. - Full local `pnpm test:run` on an earlier revision completed with 14,709 passing, 87 skipped, and four transient failures. All four failed cases passed in focused reruns without product changes. That serial full local command was not repeated after each follow-up. The latest-head full CI suite is the final test gate. - CI found an obsolete browser assertion that hid every channel when the flag was off. Updated it to keep AgentMail and the Channels surface visible while preserving the GitHub chat route gates. All 11 provider browser tests passed locally after scoping the Channels selector to the agent sidebar. Two initial local attempts stopped at temporary Postgres initialization. The passing run used a separate disposable database on the existing local Postgres server; it was removed after the test. - Updated the remaining sidebar and aggregator discovery assertions for default AgentMail availability. Ordinary task fixtures now return no email thread. All 128 sidebar/task-page tests and all 42 aggregator tests passed locally. - Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI passed, with 54 successful checks including Snyk and two intentional Storybook skips. The CI run is https://github.com/paperclipai/paperclip/actions/runs/37020833647. A fresh Greptile review scored 5/5 with no unresolved threads. Live model evaluations and inbound/outbound email delivery were not run. ## Risks - AgentMail no longer needs experimental opt-in. Setup still requires a human to connect an account and assign an inbox. Inline setup creates an inbox after a human submits a new or saved key. Company access, agent access, inbox assignment, and completion checks remain enforced. - AgentMail read APIs cannot prove global address availability. The visible-list check is bounded to 100 entries and cannot see inboxes outside the key’s scope. The UI reports this limitation, suggests alternatives without claiming they are free, and keeps final creation conflicts inline. Lookup outages show an error without preventing the authoritative creation attempt. - Native select CSS affects the whole app. Custom-icon selects and multi-row lists are excluded. Forced-color mode keeps the browser caret. - Saved-key discovery uses stored verified scope metadata and checks authorized legacy credentials concurrently within a shared three-second deadline. Provider outages mark legacy choices unavailable; users can still enter another key. Final use rechecks authorization and provider access. - No database migration or transport default change. Live connection remains the default. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The exact served model ID and context-window size are 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 (focused suites; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 10:01:15 -05:00
DottaandPaperclip	e00d10d5d5	fix(connections): repair stale AI defaults from agent settings (#14916 ) ## Thinking Path > - Paperclip manages AI agents and controls the credentials used for their work. > - Managed AI connections resolve each responsible user's provider default. > - Agent settings created another account but kept the old default selected. > - A rejected provider test left the old account marked as connected. > - Claude ACP reported a typed login failure as a generic terminal-access error. > - This pull request repairs the selected account or selects the new login explicitly. > - Agents can save and run with the repaired credential, and failed logins request sign-in. ## Linked Issues or Issue Description - Fixes #14831. - Refs #13867. Environment failures remain separate from credential-health failures. ## What Changed - Add an agent-settings action to reconnect an unavailable personal default in place. Keep its connection, grant, default, and agent access. - State that a new account becomes the user's provider default. Select its returned grant before changing the agent binding. Keep the actual sign-in method. - Show default-update errors and allow retry without another provider login. - Show the agent-access choice. Connection managers start with company-wide access for their own tasks. Other members start with access for the current agent. - Use the server's connection-manager permission in the shared list response. This includes members with a custom management grant. - Mark credentials as needing attention after an explicit login rejection in Test or Save. This includes API-key 401 and 403 responses. Network, quota, and server failures keep the credential health unchanged. - Reuse the credential-generation check so an old failure cannot invalidate a newer reconnect. - Route Claude's typed provider `access` failure to the existing login-recovery flow. Replace its generic terminal-access fallback with a sign-in message. - Add regression tests and update the AI Connections documentation. ## Verification - Red: the UI tests failed on the missing reconnect action, unused returned grant, missing access choice, and lost default-update error. The server tests failed because rejected credentials stayed connected. The real ACP fixture returned `acpx_turn_failed` for typed login failures. - Green: 156 tests passed across the AI connection, hiring, agent field, and New Agent suites. All 37 environment-route tests passed. The Claude ACP authentication fixtures also passed. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - The full local `pnpm test:run` passed 707 files and 14,503 tests, then exited with an agent-conversation timeout and embedded PostgreSQL startup failures in unchanged suites. The isolated conversation and migration tests passed on rerun. Later local test groups did not run after this failure. - [All CI gates passed](https://github.com/paperclipai/paperclip/actions/runs/37012669356) on commit `38513dfe2`. This includes the full test matrix, browser tests, typecheck, build, Runner checks, and canary dry run. - Greptile reviewed commit `38513dfe2` and returned 5/5 with no open findings. - The regression tests use a real embedded database and a real ACP fixture process. Live provider sign-in requires a valid account and was not run. ## Risks - Connecting a new account from agent settings changes the user's provider default. The dialog states this before sign-in. - The displayed access choice can allow all company agents to use the account for its owner's tasks. Reconnect keeps the existing access. Server permissions still control installs. - Claude's typed `access` category maps to the provider's `auth_required` signal. Tool and workspace request failures retain their existing classification. - No database migration or provider credential format changes are required. ## Model Used - OpenAI GPT-6 through Codex. The exact served model identifier and context window are not exposed in this session. Capabilities used: reasoning, repository tools, code editing, and command 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>	2026-10-02 08:57:52 -05:00
DottaandPaperclip	efc2e6810e	fix: show each task once in dashboard agent cards (#14847 ) ## Thinking Path > - Paperclip helps people manage AI agents and their tasks. > - The dashboard shows recent agent activity in compact cards. > - Those cards use run records, so two runs for one task can create duplicate task cards. > - An operator needs to see each task once when scanning the dashboard. > - This pull request selects one run per linked task before it applies the card limit. > - The live runs page still shows each run for run inspection. ## Linked Issues or Issue Description What happened? The dashboard showed the same task in two agent cards when that task had both an active run and a completed run. Expected behavior The dashboard should show a linked task at most once. It should keep the active run card when one is present. Steps to reproduce 1. Start an agent run for a task that already has a completed run. 2. Open the company dashboard. 3. Observe two cards linked to the same task. Paperclip version or commit Reproduced on the pre-change master at `8b4aa0692`. Deployment mode Local dev, built from source. The bug is in the core dashboard UI and does not depend on an agent adapter or database mode. ## What Changed - Select distinct linked tasks from capped active and recent run samples before applying the dashboard card limit. - Keep separate cards for runs without a linked task. - Preserve the dashboard's count of additional distinct cards behind the live-runs link. - Add UI and embedded Postgres regression tests for duplicate runs and document the dashboard rule. - Give the existing multi-request cross-tenant authorization test enough time on loaded CI runners. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/ActiveAgentsPanel.test.tsx` - `pnpm --filter @paperclipai/ui exec vitest run src/api/heartbeats.test.ts` - `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts server/src/__tests__/agent-live-run-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/agent-cross-tenant-authz-routes.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui build` - `pnpm -r typecheck` - `pnpm build` - `pnpm check:token-gates` - Review the dashboard with an active and a completed run on the same task. Confirm that it shows one card. Open Live agent runs to inspect both run records. ## Risks - A very high volume of recent runs for one task can fill the capped sample and leave older tasks off the dashboard. The Live runs page remains available for full run inspection. - The dashboard may fetch up to 50 distinct run representatives to preserve its overflow count. The default run API response and persisted data are unchanged. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-6. The runtime does not expose the exact model ID or context window size to this task. The model used reasoning, tool calls, 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>	2026-10-01 12:18:35 -05:00
DottaandPaperclip	018993140f	feat: let agents name prompt-only tasks (#14761 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users create tasks with a title and a description. > - A required title adds work when the prompt already explains the request. > - An agent can name the task once it reads that request. > - This pull request accepts prompt-only tasks and starts them with a short prompt slice. > - A scoped title tool lets the assigned agent replace that slice early without changing execution state. > - A live browser eval checks the real agent call, saved title, audit entry, and preservation of user titles. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: task creation, shared contracts, database, server, runner tools, and board UI. Problem or motivation Users must currently write a title before they can submit a detailed task prompt. The agent has enough context to write a useful title itself. Proposed solution Make the title optional when a description is present. Save the first 120 characters of the normalized prompt as a provisional title. Ask the assigned agent to call `set_task_title` early. Use an atomic provisional-title guard to preserve titles supplied or edited by users. Keep explicit titles supported. Related: #14543 and #14556 concern empty-title submission. This change intentionally enables that submission when a prompt is present, instead of requiring a title. ## What Changed - Add the `titleNeedsGeneration` field with an idempotent migration. Keep existing titles unchanged. - Add `PUT /api/issues/:id/title` and the native and legacy `set_task_title` tool. Enforce company access, active-run ownership, shared, bounded retry receipts across native/HTTP calls, and transactional audit logging. Refresh external-object links after commit, with the same feature gate and plugin detectors as ordinary title edits. - Add early naming guidance in Standard, Ask, and Plan task context. Preserve the description, status, and assignment. - Allow prompt-only root and child task creation, plus draft restoration in the New Task dialog. Keep user titles supported. - Add an opt-in Product E2E suite for prompt-only Standard and Ask tasks, plus an explicit-title control. It checks actual provider calls within the first five tools, persisted state, audit attribution, and the reloaded UI. - Preserve a closed vocabulary of API key maintenance phrases in declared prose while rejecting opaque credential suffixes. Add one bounded naming retry after wording is rejected, without treating the rejected call as a saved title. - Repair the native cleanup receipt check exposed during full verification: accept matching input digests, retain legacy input checks, and reject conflicting receipts. ## Verification - Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: 3/3 passed with native Codex `gpt-5.4-mini`, first attempts only, automatic retries disabled. Standard and Ask each saved “Rotate expired API key” on their first tool call, with matching persisted state and a single same-run audit entry. The explicit-title control retained its user title with zero title writes. All three verified the reloaded browser UI. - Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns are retained separately; they exposed credential-prose handling and prompted the naming recovery fix. No failed result was regraded or deleted. - Reproduce with `pnpm test:e2e:runner -- --id task-titles.runner-codex-mini.local.prompt-title-standard --id task-titles.runner-codex-mini.local.prompt-title-ask --id task-titles.runner-codex-mini.local.preserve-explicit-title --max-automatic-retries 0` and an authorized provider key. - Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit. The runner build used the configured external eval source tree. - Product E2E unit suite: 61 files, 818 tests passed; E2E typecheck and UI token gates passed. - Title API/native regressions cover prompt-only and explicit child creation, user edits, ownership/company isolation, external reference refresh, cross-surface retry replay, and the 64-key limit without receipt eviction. All passed. Prompt-context coverage: 44 tests passed. - Rust credential regressions: 35 tests passed, including benign maintenance qualifiers and opaque credential rejection in every declared prose field. Catalog/report reconciliation: 28 tests passed. Native recovery: 560 tests passed. - Broad local `pnpm test:run`: 14,555 tests passed in the general server group; two suites failed to initialize embedded PostgreSQL and the existing 40,000-file Git streaming stress test exceeded its 300-second macOS timeout. All three suites then passed in isolation (5 tests passed) without code or timeout changes. The original full local command exited nonzero and is not being represented as a clean full run. - Latest-head GitHub checks are green: 53 passed, 4 skipped, zero failed or pending, including all test shards and the canary packaging dry run. Greptile reviewed the same commit at 5/5, with zero unresolved review threads. ## Risks - The additive database field must reach the server and UI together. The migration uses `IF NOT EXISTS` and defaults existing tasks to a final title. - Title generation depends on the assigned agent running. Tasks without a run keep their provisional title. - Live qualification covers the native Codex path in Standard and Ask modes. API/legacy and Plan behavior have deterministic coverage. - The credential-prose exception validates the entire suffix against a closed maintenance vocabulary. Unknown suffixes, assignments, quoted values, credential prefixes, and diagnostics retain strict checks. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact deployment ID and context window are not exposed in this session. The live eval uses the native Codex `gpt-5.4-mini` profile. ## 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>	2026-09-30 16:48:24 -05:00
DottaandPaperclip	d432dc7fa3	Add GitHub-synced skill sources (#14713 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company skills supply instructions and files to those agents. > - GitHub imports already exist, but users cannot manage repositories as skill sources. > - Repository refresh also needs caller-authorized access and complete local packages. > - This pull request adds Sources inside Skills and reuses GitHub connections from Apps. > - Installed snapshots let agents use skills without fetching GitHub during a run. > - Manual refresh preserves skill identity and leaves failed imports on their last good version. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: skills UI, server, database, shared contracts, and runtime materialization. Problem or motivation Users keep skills in GitHub repositories. They need a clear way to select, import, and refresh those skills. Existing imports do not expose repository management or consistently preserve supporting files. Proposed solution Add company-scoped skill sources. Browse repositories from all accessible GitHub connections, or paste a public repository or branch URL. Select whole skill packages, inspect included files and reference warnings, and install complete, immutable snapshots. Refresh each source manually. Alternatives considered Project repository settings hide the workflow from Skills. A second GitHub connector would duplicate credentials and grants. Upstream editing and PR creation are separate work. Roadmap alignment This implements the Skills Manager direction in ROADMAP.md. The maintainer requested this scope and reviewed the component and full-app journey stories before implementation. Related reports: Refs #10285, Refs #10949, Refs #13464. Related work: #14356, #13656, #9268. ## What Changed - Add source and entry records, an idempotent migration, company-scoped APIs, and legacy GitHub import adoption. - Reuse current caller grants and credential refresh. Combine and deduplicate repository inventories across accessible connections. Pasted public URLs also prefer the active user’s authorized connections. Tokens stay in the Git child environment, never argv or disk. - Fetch a shallow Git snapshot at one immutable commit. Scan the full local tree, including hidden and nested folders. Read Git objects without checkout or archive transformations and enforce nested package boundaries. - Bound Git downloads to 128 MiB and three minutes. Cancel active process groups and remove incomplete downloads. Preserve cancellation and deadlines while progress drains; close stalled HTTP progress streams after 30 seconds. Reuse caller-scoped temporary snapshots for preview/import after reauthorization. - Index repository package boundaries once and cap expanded work at 1,000 packages, 10,000 files, and 100 MiB, including repeated copies of shared blobs. Bound path depth and the shared path index. Discovery keeps audited manifests without retaining all package bodies. - Resolve moving branches before fetching so unchanged discovery reuses caller-scoped snapshots. Limit active scans, scan frequency, and new downloads per caller and company; quotas apply before metadata reads and across connections, and cached scans do not consume the download quota. - Store complete versions with script content, binary bytes, and executable modes. Preserve these through copies, runtime caches, and runner packaging. - Stage downloads before publication. Use source leases, revision checks, and transactional activity records. Keep installed versions after failures, upstream deletion, deselection, and disconnect. - Add the approved import flow, Sources page, selection tree, provenance, read-only Studio behavior, and saved return from GitHub setup. - Add package manifests, commit-pinned file previews, and separate runtime requirements and reference warnings. Supporting files are included together; nested skills remain independently selectable. Preview requests reauthorize the caller and re-audit package content. - Show installed skills as compact links beneath each source. Repository titles open GitHub. Keep Refresh, Select skills, and Disconnect source in a three-dot menu. Source rows omit the branch, imported count, and refresh timestamp; action alignment and repository titles work at narrow widths. - Stream discovery metadata over an opt-in NDJSON response. Show measured Git download progress and real package/file counts, animate newly checked skills, support cancellation, and require a complete scan before selection. Keep the existing JSON API. - Retain component stories and add a separate full-app journey story group. Include fixed progress states and interactive scan, large-repository, interruption, and saving stories. - Update Skills documentation and product contracts. Suppress private GitHub skill references in telemetry. Privacy review requested for the telemetry changes. ## Verification - Local repository typecheck, full build, token gates, and Storybook build passed during this work. Focused transport, authorization, scanner, persistence, route, and UI tests pass. The final UI refinement passes all eight focused UI tests, UI typecheck/build, and token gates. The scanner resource and repeated-discovery fixes pass 132 focused scanner, transport, authorization, source-service, route, and rate-limit tests, plus server typecheck/build. Full-suite verification comes from CI; the older full local Vitest run was stopped after unrelated chat failures and a font-test failure, all of which passed in fresh focused runs. At commit `1098d5996`, all 54 active checks pass; two optional Storybook jobs are skipped. CI covers repository typecheck, build, the full test suites, browser shards, and the canary dry run. Greptile is 5/5 with no open findings; the security scan also passes. - Adversarial scanner tests verify repeated-blob byte accounting with and without declared sizes, package/file/path caps, one-time repository indexing, metadata-only discovery audits, and nested package boundaries. Additional tests cover branch movement, snapshot reuse, caller/company quotas, isolation across connections, active-lease cleanup, quota recovery, and rejection before any metadata API call. - Real Git tests verify hidden paths, exact binary bytes, executable modes, export-ignore preservation, symlink/submodule reporting, pinned commits, caller-scoped cache reuse, cancellation, cleanup, and credential isolation. Regression tests hold both download slots with permanently blocked progress callbacks, verify timeout/cancellation cleanup and retry, and exercise HTTP backpressure cancellation. Access tests cover automatic public-URL connection selection and revoked grants. Database tests verify company and grant audiences. - Live isolated browser test: the public `anthropics/skills` scan now completes and discovers all 20 skills without connecting an account. Imported canvas-design with all 83 files, opened it from Sources, and verified the installed binary-font preview/download control. Package previews also expose the complete file inventory before import. Cancelled an active Git download and retried successfully to all 20 discovered skills; the browser displayed measured download progress. The current audits reject four other packages; eligible selections remain importable. - Browser checks verify the simplified source rows at desktop and narrow widths, keyboard navigation into the actions menu, Refresh from the menu, selection, and fixture disconnect with installed skills retained. Storybook includes a menu-open checkpoint and a 320px layout. - Storybook includes receiving/preparing download checkpoints and a timed full-app import journey, plus cancellation, retry, large-repository, and saving states. Streaming tests cover split UTF-8 frames, incomplete streams, late responses, cross-company requests, HTTP errors, and JSON compatibility. - Earlier live acceptance on this PR imported `stitch-skill` with `DESIGN.md`, assigned it to an agent, disconnected its source, and ran a successful Studio test that read both installed files. An editable copy changed independently. Both Skills variants, mobile selection, and return from GitHub setup were exercised. - Private access, revoked credentials, OAuth success return, binary/script preservation, concurrent refresh, transaction rollback, version pins, and legacy adoption have automated coverage. A real private-repository OAuth grant was not created during this test. ## Risks - The migration groups recognizable legacy imports without provider calls. Their first successful refresh completes the local package snapshot. - Reference checks are advisory. They cover Markdown links and explicit relative resource paths, not arbitrary runtime dependency graphs. Preview text is capped at 64 KiB; imported bytes remain complete. - Git must be installed on the server. Shallow fetches still download the branch snapshot, including files outside selected packages. Downloads have size/time/concurrency limits. Temporary caches are bounded and caller-scoped. GitHub API quota still applies to repository metadata and the connection picker; content no longer uses per-file API requests. Failed scans retain installed content. - Sources depend on the current caller's GitHub access. A saved connection does not grant access to another person's token. - GitHub script support and immediate manual refresh are explicit maintainer-approved requirements. The operator trusts the selected repository and accepts upstream script and executable-mode changes on refresh. Static audits are not a sandbox or a guarantee of safe code; agents may later invoke installed helpers under their runtime permissions. Import and refresh do not execute scripts, hooks, package installation, or builds. Raw URL and skills.sh imports keep their prior script restrictions. - Source originals remain read-only. Refresh affects subsequent unpinned runs; explicit pins and active runs retain their versions. - The telemetry change removes source-managed GitHub identifiers from skill-reference events. It introduces no event or field. Please review the privacy boundary. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser tools. The exact serving model ID and context-window size are 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>	2026-09-30 13:32:58 -05:00
DottaandPaperclip	1b48e73e0b	feat(ui): add secondary navigation for agent chat (#14706 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent Chat already provides a persistent conversation with each agent. > - Its shortcuts share the primary navigation and do not give chats a dedicated place. > - People need to find agents, start a chat, and switch conversations without moving the page layout. > - This pull request adds a secondary chat sidebar and a landing page around the existing chat surface. > - The same conversation, composer, history, and context panel remain in use. ## Linked Issues or Issue Description Refs #13283 and #13420. This extends the existing experimental Agent Chat navigation after review of the component and page stories. It supports the CEO Chat roadmap item through the existing task-backed conversation model. Subsystem affected The board UI and the company-scoped conversation list API. Current behavior Chat shortcuts sit inside the primary navigation. There is no dedicated landing page with a searchable conversation list. A separate landing header also moves the sidebar when an agent is selected. Proposed behavior Show a Chat entry in primary navigation. Keep a searchable agent sidebar beside the chat content. The plus button starts or reopens the current user's single conversation with that agent. Keep the header and sidebar in the same positions before and after selection. Reason and benefit People can find agents and return to persistent conversations without leaving the chat area or creating duplicate chats. Breaking changes The experimental chat navigation changes. Explicitly adding a chat now resolves its conversation immediately. Direct visits to unused agent chat URLs remain read-only. The existing per-agent routes and message contracts remain compatible. No database migration is required. ## What Changed - Add an account- and company-scoped conversation list endpoint with the existing access checks, feature gate, and OpenAPI entry. - Add the live secondary sidebar, landing page, avatars, search, loading states, errors, and retry controls. - Make the agent picker wait for chat creation and display failures. Existing agents reopen the same conversation. A dismissed selection cannot close a reopened picker or navigate over a newer choice. - Preserve recent-activity ordering and terminated agents’ chat history. Scope live list refreshes to the current user’s conversation events. A failed historical-agent lookup leaves healthy chats usable and offers a focused retry. - Keep the sidebar and header stable across chat routes. Keep mobile selection in the navigation drawer. - Use the production components in Storybook. Prepare the theme and mobile viewport before mounting the page to avoid the startup flash. - Update product documentation, the design guide, and navigation tests. Replace old browser expectations for stars and recent shortcuts with persistent conversation and layout coverage. ## Verification - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass after rebasing onto master. - Focused UI tests pass, including 105 sidebar, picker, and live-update checks after review fixes. The 33 conversation service and route tests and 10 OpenAPI checks pass, including ownership, feature gating, and concurrent creation. - The full local test run passed 14,163 server tests before three environment or timeout failures. The embedded Postgres startup, connector socket, and native runner failures all passed direct reruns. - Browser test-drive verification covers a real provider reply, add and reopen, persisted history after reload, no-match search recovery, mobile drawer dismissal, and top-aligned context panels. - Browser measurements confirm that the sidebar has the same position and dimensions on the landing page and an agent conversation. - Storybook builds and its add-and-reopen interaction passes. - The revised browser regression passes locally against a freshly built throwaway instance. It covers stable sidebar geometry, add/reopen uniqueness, drafts, search, history, and terminated-agent history after reload. The full CI browser suite also passes. - Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54 completed checks pass, including the complete server/workspace/browser suites, aggregate verification, build/typecheck, security scans, and canary packaging. The two Storybook jobs are skipped by their workflow conditions. [CI run](https://github.com/paperclipai/paperclip/actions/runs/36714052050). - Greptile reviewed this same commit at 5/5 with no remaining actionable findings; all review threads are resolved. - Reviewer path: enable Agent Chat, click Chat, use plus to choose an agent, send a message, switch away, and reopen that agent. One conversation must remain, with its history intact. ## Risks - The new sidebar lists persistent conversations instead of starred and recent shortcuts. - Chat creation is asynchronous. Errors stay visible in the picker, and delayed responses cannot navigate into a previous company or account. - The shell adjustment is limited to chat routes and preserves the existing conversation implementation. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The session does not expose the exact API model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #123` / `Refs #123` 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>	2026-09-30 07:35:32 -05:00
DottaandPaperclip	d72389bee2	feat: add Browser Use Cloud connector and live task browsers (#14627 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description Problem or motivation Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. Proposed solution Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. Alternatives considered A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. Roadmap alignment This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving model ID and context-window size were 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>	2026-09-30 07:13:16 -05:00
DottaandPaperclip	2f6fa3b6dc	fix: recover provider authentication inside tasks (#14629 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a working model provider connection to run a task. > - A provider can reject a stored credential after the task starts. > - The failed run must ask the responsible user to repair that connection. > - This pull request adds that request directly to the task and reuses Connections sign-in. > - The user can choose an API key or subscription, then continue the task with a fresh session. ## Linked Issues or Issue Description What happened? A run that ended with `acpx_auth_required` or another known provider authentication error did not immediately offer an inline way to connect the provider. A repair form could also lock the user to the failed account's sign-in method. Expected behavior Show a provider connection card in the task as soon as the authentication failure is saved. Allow the responsible user to connect or repair the provider with any supported sign-in method. Keep the connection name automatic and resume the task after successful setup. Steps to reproduce 1. Run a task with a supported provider and an expired or invalid credential. 2. Let the run fail with a provider authentication error. 3. Open the task and attempt to repair the connection. Related work: Refs #13724 and #13726. This change adds the inline task repair flow and method choice. ## What Changed - Classify provider authentication failures and create one connection request for the current task. A persisted blocked classification suppresses automatic retries only after the repair card is created; unsupported providers retain their existing recovery path. - Mark only the attributed, unchanged credential as needing sign-in. Preserve credentials that were refreshed after the failed run started. - Reuse the provider sign-in controls inside the task. Allow API key and subscription choices for Claude, Codex, and Grok. Keep names hidden and generate a default from the user, provider, and method. - Keep the existing account when reconnecting with the same method. Create and select another account when the method changes. Validate updates to explicit agent bindings through the normal agent save path. - Require explicit adoption for legacy agent authentication. Validate in the agent environment, then commit the binding, connection install, audit, and card completion in one transaction. Keep failed setup and account selection visible and retryable. - Add regression tests and update the specification and Connections documentation. ## Verification - Fresh local verification: 199 tests passed across the inline form, provider method selector, default naming, authentication and recovery classifiers, run liveness, OpenAPI routes, database adoption/rollback, and Cursor execution suites. The adoption database suite also passed against disposable Docker PostgreSQL. - Full repository `pnpm build` and `pnpm -r typecheck` passed on the latest commit. Token gates are clean. - Embedded browser: opened real task cards from seeded authentication failures; switched Claude from API key to subscription and back; switched Codex from subscription to API key; confirmed the name field stays hidden. Provider sign-in was not completed with real credentials. - The broad local `pnpm test:run` started before review fixes and was interrupted after the working tree changed; it is not counted as a passing full run. Fresh focused tests passed. CI supplies the full test and browser suite results for the current commit. - CI is green on commit `4b97a4e447045ff3d7516525a187a5d1d21e0d4c`: 54 checks passed and two Storybook checks were skipped by their path rules. The workspace preview job passed on one rerun after a local-server startup timeout; its rerun passed 835 tests. - Greptile is 5/5 on the same commit with no actionable findings and no unresolved review threads. ## Risks - Incorrect authentication classification could prompt for a connection unnecessarily. Tests exclude tool authorization, quota, and unrelated runtime failures. - A method change selects the new personal provider default, which also applies to other agents that use that user's default. Explicit account bindings use the existing permission and runtime validation path. - Credential invalidation must not race with refresh or reconnect. The code compares the saved credential generation and grant update time under locks. - No database migration or new credential storage format is required. ## Model Used OpenAI GPT-6 through Codex. The exact model ID and context window size were not exposed in this session. Capabilities used: reasoning, repository editing, shell commands, database tests, and embedded-browser interaction. ## 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 (focused tests listed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-09-30 06:39:37 -05:00
Devin Foley	f38b5693f6	fix: always enable keyboard shortcuts (#14643 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). What existing behavior does this improve? Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. Subsystem affected Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. Current behavior Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. Proposed behavior Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. Reason and benefit Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. Breaking changes `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and 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 - [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	2026-09-29 21:28:06 -07:00
DottaandPaperclip	61b3fd57a6	fix(ui): recover gracefully during server restarts (#14560 ) Show a clear reconnecting state during server restarts and retry safe access checks every five seconds. Preserve open drafts, wait for initial startup readiness, and keep authentication failures separate from temporary outages. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-29 08:31:05 -05:00
DottaandFry	3ca196b0a6	feat(agents): persist agent files across tasks without revision history (#14420 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - An agent needs personal files across tasks and sessions. > - AGENTS.md is one file in that directory. Supporting files need the same persistence. > - The Instructions Editor and agent runs must share one current directory. > - Concurrent runs should apply only the files they change. The last sync of the same file wins. > - This pull request uses existing file transport and removes temporary copies after sync. > - Old instruction-only sessions keep their restore contract. New saves do not create revision history. ## Linked Issues or Issue Description Refs #14325. This replaces its revision-oriented design with persistent agent files. Keep #14325 unmerged. Transport prerequisite #14416 merged first at `d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master and remains below 100 changed files. Related work: #4513 and #8798 cover instruction tooling. This change handles run synchronization, cross-task personal files, browser editing, and old-session restoration. ## What Changed - Keep one current directory per company and agent. Point AGENT_HOME at a temporary working copy for each active run. Keep task files and provider HOME separate. - Restore text, binary files, and nested folders through workspace transport. Exclude remote agent files from task Git snapshots with a self-ignoring file inside the reserved runtime directory; never write through repository-controlled Git metadata. - Collect after the provider and child processes have stopped. Keep resumable conversation state. - Apply changed and deleted files under the agent lock. The last sync wins for the same file. Unrelated concurrent changes survive. - Remove temporary copies after successful sync, rejected sync, and staging failure. Register ownership before copying so restart recovery can remove interrupted preparation. Retry transient synchronization up to three times. Preserve the original remote lease reference until deletion succeeds; restart cleanup never acquires a replacement sandbox. Do not create captured directories or a conflict-review queue for new runs. - Keep browser editing, stale-draft protection, and streaming binary downloads. Keep the instruction entry and text editor limited to 1 MiB. - Keep historical agent-folder sync failures on their affected runs instead of repeating them above current saved instructions. Preserve legacy candidate review and current browser-save errors. Avoid duplicate quota warnings while retaining separate sync failures when they describe a different problem. - Require target-scoped caller grants for peer instruction access, while preserving self edits, responsible-user checks, and protected-change consent. - Treat full storage as a nonblocking run warning, never an agent pause or run-admission failure. Restore already-over-quota saved folders so ordinary agent cleanup can recover; warn on each run until cleanup. The run detail view shows the warning. - Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash large files as streams. Check editor-save quotas with metadata instead of hashing unrelated files. - Preserve old native inputs, instruction-only copies, paths, digests, and pending legacy candidates. Adopt old revision heads once. New writes do not append history rows. - Add idempotent migration 0287 and verify upgrades from the preview tables and receipts. - Add nine interactive stories under Agents / Persistent files, including automatic incoming edits, stale browser drafts, and storage-limit diagnostics. ## Verification - Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after merging current master and the landed transport prerequisite. Integration required no manual conflict resolution; the feature remains 99 changed files. Full workspace typecheck, production build, token gates, and 715 focused tests passed on this merge candidate. Fresh Greptile review is 5/5 with no unresolved findings. All 55 checks passed, with four conditional skips, including the build, typecheck, browser E2E, and canary dry run. A single retry recovered four jobs interrupted by runner shutdowns; no source changes were required. - Historical-warning UI fix: all 6,834 UI tests across 640 files passed, including regression coverage for three old failures, legacy preserved edits, and warnings scoped to the affected run. Full workspace typecheck, production build, Storybook build, and token gates passed. Browser-verified Storybook playtests passed for Historical Failures After Successful Save, Storage Limit, and Full Storage Run Warning. - Review follow-ups at `4e20c9fb2`: all 18 focused tests passed, including external Git directories, linked worktrees, symlinks, hardlinks, and distinct I/O failures alongside storage warnings. Server and UI typechecks, token gates, and the production build passed. - Storage warning regressions at `0724f3012`: all 33 directory tests and all five heartbeat-list tests passed, with no skips in their successful runs. They cover repeated runs while full, an already-over-quota saved folder, cleanup, warnings retained after unrelated save failures, and bounded warnings in large result JSON. Server typecheck passed after the final warning fixes. - Full workspace typecheck, production build, and token gates passed during this follow-up. Product E2E harness: 631 tests passed across 52 files; harness typecheck passed. Earlier native session/context and directory/legacy collection suites passed 537 tests; Runner unit/transport suites passed 329 tests. - Real E2E at `0724f3012` (before this follow-up): legacy local Codex and native Daytona Codex each passed six tasks, one server restart, seven independent assertions, and cleanup verification. Both prove browser-to-agent edits, agent-to-browser edits, nested/binary restoration, per-file last-sync-wins, a successful run after an oversized save rejection, and cleanup clearing the warning. - Native local Codex also passed the six-task quota flow before the final warning-retention fixes. That pass began at `918d1ed02` while the bounded-result warning fix was being edited, so it is not claimed as exact-final-head evidence. Its final-head rerun failed during embedded PostgreSQL bootstrap before any provider run: the macOS host had 87,365 of 87,381 SysV semaphores occupied. No unrelated services or kernel limits were changed. - The final-source report intentionally records 2/3 cells passed, preserving the blocked native-local attempt: `tests/runner-e2e/results/agent-files-quota-final-20260928-report/`. Earlier failed attempts and provenance notes remain under `tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and the original campaign directories. - Daytona used immutable image `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf` and its exact Linux runner binary. Controller source is `0724f3012`; image source is recorded separately. - Legacy-session compatibility and all three ACP Stop/resume browser regressions passed on the prior validated feature head `169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same provider session is retained and interrupted writes are not replayed. Migration upgrade tests also passed earlier. - Nine interactive stories are under Agents / Persistent files, including Full Storage Run Warning. Its playtest and visual browser inspection passed; the warning states that runs continue and the editor remains available. - Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs skipped, no failures or pending checks. All eight browser E2E shards and their aggregate passed. Fresh Greptile review is 5/5 with no findings; all review threads are resolved, the security scan passed, and GitHub reports no merge conflicts. - The broad local follow-up test run was interrupted after host semaphore exhaustion affected isolated PostgreSQL instances. It also encountered the existing macOS long-path fixture failure and two timeout failures. This is not a claim that the full local suite passed. Logs are retained; focused storage/warning tests passed. ## Risks - A later sync can overwrite an earlier edit to the same file, including a saved browser edit. There is no text merge or retained version. This is the intended last-sync-wins policy. - A save that exceeds a storage limit is rejected and its temporary copy is discarded. The run itself continues normally, and later runs restore the last saved files with a warning until cleanup. Transient sync failures get bounded retries. An I/O failure partway through a sync can leave some files updated; a failed receipt does not claim whole-folder success. - Larger folders increase copy time, network traffic, and temporary disk usage. Active runs still need working copies. Terminal runs do not accumulate archives. Operators must provision disk for agents and configured concurrency; these limits are not company-wide quotas. - A restored old native session remains instruction-only until a fresh session starts. Its original conflict fence and existing pending candidates remain compatible. - Provider processes close at the collection boundary. Conversation resume remains available, but warm process reuse is lost. - Backups must include the instance filesystem and database. External bundles keep their existing behavior until explicitly moved to managed storage. ## Model Used OpenAI Codex, GPT-6 family. The session does not expose a more specific model ID or context-window size. Reasoning, code execution, and browser tools assisted this change. Real provider E2E uses `gpt-5.6-sol`. ## 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: Fry (Paperclip) <noreply@paperclip.ing>	2026-09-29 08:25:56 -05:00
DottaandPaperclip	270afd2fb8	feat(ui): show running commit in staging account menu (#14410 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The account menu shows the signed-in user's identity. > - Staging users need to know which server commit is running after a deploy. > - The health endpoint already returns that commit, but the menu does not show it. > - This pull request adds the short commit below the email on staging hosts. > - Users can open the menu to check a deploy without opening deployment tools. ## Linked Issues or Issue Description What existing behavior does this improve? The account menu on staging instances. Current behavior The menu shows the user's name and email. It does not show the running server commit. Proposed behavior On `.staging.paperclip.app`, show `SHA 8751e2d` below the email. Use the current `/api/health` commit. Show the full SHA on hover and link to the commit on GitHub. Refresh the health query when the menu opens. Hide the label on other hosts and when commit metadata is unavailable. Reason and benefit* A user can confirm which commit a staging instance runs after an automatic deploy. Breaking changes None. The server already returns the commit field. Refs #14060 for related account-menu work. This change adds deployment information only. ## What Changed - Add the existing health response commit field to the UI type. - Share the staging host check and a separate health query across both account-menu variants. A menu refresh failure leaves the access gate health state unchanged. - Show a short SHA below the email. Link to the full commit on GitHub and include the full SHA in its accessible name and hover title. - Document the staging label and cover staging hosts, other hosts, missing metadata, refresh on reopen, and request failure isolation. ## Verification - `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx` — 24 tests passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. The UI build and typecheck also passed again after review fixes. - Full test matrix — passed on the latest commit in [CI](https://github.com/paperclipai/paperclip/actions/runs/36447810742). The local `pnpm test:run` was stopped before completion after CI finished the same suites. The focused local tests, full local typecheck, and full local build passed. - Browser shard 6 passed on one rerun. Its first attempt lost part of the draft text in the existing attachment-receipt reload test. No code changed for the rerun. - Rendered the real account menu in a local browser fixture with a staging hostname condition and mocked health response. Confirmed the SHA fits below the email in the dark menu. - Greptile review — 5/5, all review threads resolved. - Manual check after deployment: open the menu on a staging host and compare the SHA with `/api/health`. Open the menu again after a deploy to refresh it. Confirm the label is absent on production and localhost. ## Risks - Low risk. Each menu opening on staging can make one additional health request. - The host check applies to `*.staging.paperclip.app`. Other staging domains will need an explicit update. - The label identifies the running server commit. It can briefly show cached data while the request completes. ## Model Used OpenAI Codex, GPT-6. The exact model variant and context window are not exposed in this session. Used code execution, repository inspection, and browser inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with 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 #123` / `Refs #123` 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>	2026-09-28 13:43:30 -05:00
DottaandPaperclip	14795136f5	fix(runtime): finalize and recover sandbox workspace exports safely (#14402 ) Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider. Consolidates #14314, #14315, #14329, and #14334 while preserving the already-merged finalization label changes. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-28 10:57:32 -05:00
DottaandCodie	01d9a12185	fix: make keyboard shortcut enablement a personal preference (#14141 ) Store keyboard shortcut enablement per user and expose it in Profile settings. Co-Authored-By: Codie <Codie@users.noreply.github.com>	2026-09-26 11:50:04 -05:00
Devin FoleyandPaperclip	e4237c45f3	fix(ui): prevent organization title flicker during plugin loading (#13854 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The sidebar identifies the current organization. > - An optional plugin can replace this navigation surface. > - The built-in title appears before discovery and module loading finish. > - This pull request reserves the trigger until its owner is known. > - The organization name appears once, while failures retain built-in navigation. ## Linked Issues or Issue Description Refs #13832. Searched related pull requests and issues; no duplicate fix found. What happened? The organization switcher renders a provisional built-in title before an installed replacement loads. Unrelated plugin imports can also affect its loading state. Expected behavior Reserve the trigger with a neutral placeholder, then show the resolved navigation surface. Keep the built-in menu on failed or absent contributions. Steps to reproduce Install an organization-switcher contribution. Delay session, company, contribution, and module responses. Reload the page and watch the trigger through each stage. ## What Changed - Reserve the trigger through account, company selection, slot discovery, and module loading. - Distinguish failed session lookup from pending lookup so errors retain usable navigation. - Load and await only contributions matching the requested slots. Observe completion of imports started by another consumer. - Document loading behavior and add regression coverage for loading, failures, unrelated modules, and identity transitions. ## Verification - `pnpm -r typecheck` passed, including Rust checks. - `pnpm build` passed. - All 629 UI test files passed: 6,593 tests. The 42 focused UI/API/plugin tests also passed. - `pnpm check:token-gates` and `git diff --check` passed. - `pnpm test:run` was also attempted. The broad local server run was stopped after recording skill-cache/channel fixture failures outside this diff (for example, runtime skill source status `missing` instead of `available`). The original cause is not established. All latest-head Linux CI gates pass; the complete UI suite and affected local checks pass. - Desktop (1440px) and mobile (390px) Chromium checks passed with real host components, dynamic module loading, and the built Account bundle. Delayed fixture responses produced exactly two title states: empty placeholder, then the resolved name. A slow refresh preserved the title and trigger dimensions; absent/failed plugin fallback and Escape dismissal passed, with zero uncaught browser errors. This is browser component integration, not a live signed-in tenant test. ## Risks A cold load displays a neutral placeholder until discovery completes. Absent, ambiguous, failed, and invalid contributions still use the built-in menu. No migrations or authorization changes. Scoped module loading changes when an unrelated contribution is imported; each surface loads its own matching modules. ## Model Used OpenAI Codex, GPT-6, with reasoning, code execution, and browser verification. The exact deployment ID and context window are 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>	2026-09-22 20:33:29 -07:00
DottaandPaperclip	a10702a878	feat(slack): add governed tools for Slack-origin tasks (#13828 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors let people start and continue agent tasks from other services. > - A Slack conversation needs access to its surrounding discussion and Slack collaboration tools. > - The agent must use the linked requester's access and keep private material within its permitted audience. > - This pull request adds Slack tools through the existing connector contribution and approval framework. > - People can ask an invited bot to read a discussion, create follow-up tasks, and collaborate in Slack. ## Linked Issues or Issue Description Subsystem affected Chat connectors, connector runtime, tool gateway, and connection Settings/Access. Problem or motivation Slack-origin tasks can receive messages but cannot inspect the rest of a channel or act through the originating bot. People must paste context or configure a separate integration. Proposed solution Supply typed Slack tools and a bundled skill only to the originating task and assigned agent. Resolve the linked requester on the server. Check bot and requester access before reads and writes. Use existing durable actions and approvals. Retrieved messages remain source material. Alternatives considered Slack's user-OAuth MCP server does not replace the customer-created chat bot. An unrestricted Web API proxy would not provide suitable permission or publication boundaries. Roadmap alignment This extends the existing MCP Tool Gateway & Apps work with a provider contribution. It does not add a task dispatcher or a separate Slack task lifecycle. Related: #11144 covers generic per-user MCP grant execution; this change binds Slack bot operations to chat-origin tasks. ## What Changed - Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and shared native/HTTP execution. - Bind tools to company, endpoint, task, run, assigned agent, and admitted linked requester. Check membership and revocation on each call and before queued writes. - Add paginated reads, bounded history search, source links, messages, file uploads, reactions, pins, bookmarks, topics, canvases, lists, and approved channel operations. - Restrict private-source publication, including automatic replies and uploaded deliverables. Keep other people's bot DMs inaccessible. - Reuse action receipts, idempotency, approvals, and reconciliation. Suppress an identical explicit-send/final-reply duplicate. Return governed results through their verified originating conversation. - Add endpoint-bound personal search OAuth storage and lifecycle. Keep native real-time search disabled until a runtime meets Slack's transient-result requirements. Current runtimes use bounded history search. - Show capabilities, scope upgrades, and personal search authorization in Settings/Access and Storybook. Document provider and runtime limits. ## Verification - Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no unresolved findings. One unchanged rapid-callback timing test passed on a single CI retry. - Approval presentation regressions cover board-comment precedence and exact Slack publication; the expanded database assertion passed in CI. The local PostgreSQL startup probe later became unavailable, so that final assertion was verified in CI. Slack setup and failed-run retry browser tests also passed locally. - Full workspace typecheck and build passed. Server typecheck/build passed again after the approval routing fix. - Broad local suites passed in separate groups: server 12,958 tests, UI 6,555, shared 770, skills catalog 20, and other workspace packages 2,652. CLI and serialized server checks passed after environment/timeout retries. These are composite results, not one uninterrupted green full-suite invocation. - PostgreSQL authority regression covers admitted identity, cross-company/task/agent rejection, recovery, retained-session revocation, OAuth refresh/disconnect races, approval execution, exact publication lineage, retries, uncertain sends, and duplicate suppression. - Gateway/response regressions cover separate-origin approval batches and durable continuation. Focused provider, access, search, native runtime, route, and AgentMail regressions pass. - Storybook capability, missing-scope, OAuth configuration, authorization, and disconnect states were inspected in the browser. - Live staging: read a channel decision and full thread, create exactly two assigned backlog tasks, add a reaction, paginate discovery to exhaustion, and return bounded search matches with source links and coverage. - Live staging: create/edit/read a canvas and list, inspect the canvas in Slack, post/edit one message, and create a channel only after approval. New channels remain disabled for responses. - Live staging: read a response-disabled channel from the requester's DM; writes to that channel were denied. The test setting was restored. - Final live retest passed: explicit file upload and exact content read-back; approved deletion of only the disposable bot message; continuation confirmation returned to the original Slack thread without repeating the action. - Optional OAuth, private multi-user boundaries, native RTS, and CLI provider execution are not fully live-qualified. The staging agent initially supplied malformed tool arguments; valid arguments succeeded, and the tool/skill descriptions now emphasize UUID write keys. ## Risks - Existing Slack apps must add scopes and reinstall for new capabilities. Provider plans and document permissions can still restrict operations. - Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET` for governed tool actions. The staging instance was configured with explicit operator approval; fleet provisioning is a separate gap. - Native RTS is not exposed on current transcript-retaining runtimes. Bounded history scans are deliberately reported as incomplete. Inline file reads support text/canvas content up to 256 KiB; other types return metadata. - Private document edits fail closed when the full audience cannot be verified. Uncertain effects other than posts/uploads require inspection instead of blind retries. - Shared approval-delivery code now separates outcomes by source run to preserve origin boundaries. No database migration is required. - A separate completion-validator gap remains when the agent cites a prior run's registered artifact during finalization. It asked for registration again even though Slack delivery was confirmed. This change does not add a connector-specific task-completion policy. ## Model Used OpenAI GPT-6 through Codex, with repository tools, code execution, and browser testing. The exact deployed model identifier and context-window size were not exposed in the 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>	2026-09-22 15:29:07 -05:00
Devin FoleyandPaperclip	df66219780	fix(ui): retry the latest failed task attempt (#13765 ) ## Thinking Path > - Paperclip manages work done by AI agents. > - The task thread lets an operator retry a failed run. > - Legacy runs with transcript output did not get a failure marker. > - The thread could therefore offer Try again for an older failure. > - The server correctly reused that failure's existing retry, even when it had already failed. > - This change keeps the latest failure actionable and reports stopped retry responses to the operator. ## Linked Issues or Issue Description What happened? Try again could return success without starting work. An initial setup failure had an empty transcript. Its later retry produced output and failed. Only the initial failure had a retry marker, so the button kept requesting the initial failure's already-failed successor. Expected behavior Try again targets the latest failed attempt. An already-stopped retry response shows an error and refreshes the task's run state. Steps to reproduce 1. Start a legacy adapter task that fails before producing transcript output. 2. Retry it. Let this attempt produce output and a final failure comment before it fails. 3. Click Try again in the task thread. 4. Before this fix, the click targets the original failure and replays the stopped successor. Paperclip version or commit Reproduced against `1483bb8bcf`; the regression is also present on the branch base `8813a50105`. Deployment mode Authenticated server with a legacy adapter. The bug is in the shared task UI and retry API client. Related: #11650 adds a different recovery-notice action. This change fixes failed-run markers and retry response handling. Searches found no duplicate of this failure case. ## What Changed - Render legacy failure markers even when the run has a transcript or final comment. - Keep later cancelled automatic retries from replacing the failed run's retry action. - Reject already-stopped retry responses in the API client so existing error feedback appears. - Refresh task run queries after both successful and failed retry requests. - Add regression coverage for failed and timed-out attempts, execution gates with output, and retry response states. ## Verification - Before the fix, the new regression tests failed: two selected the original failure, and four accepted a stopped successor as success. - Targeted task-thread, retry API, marker, and issue-page tests: 279 passed. - `pnpm --filter @paperclipai/ui typecheck`: passed. - `pnpm --filter @paperclipai/ui build`: passed. - `pnpm check:token-gates`: passed. - Full UI suite: 6,529 tests passed across 626 files. - [CI run 35650385023](https://github.com/paperclipai/paperclip/actions/runs/35650385023): all 53 checks passed, including full workspace build, typecheck, unit/integration suites, and browser tests. The redundant local full-workspace test run was stopped after CI passed; it is not counted as a completed local pass. - Greptile: 5/5 on `608ee58c99`, with no review threads or unresolved comments. The branch is mergeable. - `pnpm -r typecheck` and `pnpm build` were attempted. Both stop at the Runner's Rust checks because this host has no `cargo`. The full workspace checks passed in CI. ## Risks Low risk. This changes UI presentation and response handling only. The server's exact-retry idempotency, authorization, execution ownership, and recovery gates remain in place. No schema changes or live task mutations. Existing documentation describes this retry action; the fix restores that behavior. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted checks; full-workspace limits described above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes (existing behavior restored; no documentation change 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>	2026-09-21 13:31:43 -07:00
DottaandPaperclip	8813a50105	feat: run GitHub review bots through Paperclip agents (#13717 ) ## Thinking Path > - Paperclip manages agent work as tasks and runs. > - GitHub chat brings repository conversations into those tasks. > - A review bot needs the assigned agent, its authority, and governed provider tools. > - The existing channel connection did not supply that review workflow or a complete setup journey. > - This pull request adds GitHub App setup, account access, event prompts, task-bound review tools, and exact-commit checks. > - Operators can inspect each review through the same task, run, and activity systems. ## Linked Issues or Issue Description Subsystem affected GitHub chat, governed connection tools, task execution, shared/database contracts, and connector setup UI. Problem or motivation Operators need a GitHub review bot that runs their assigned Paperclip agent. Mentions and PR events must preserve task ownership and requester authority. Provider publication must use the bot App identity and enforce the configured permissions. Proposed solution Extend the existing GitHub chat connector with resumable App onboarding, linked-member and sponsored-guest access, editable event prompts, and governed review operations. Validate structured assessments on the server and compute a stable Paperclip Review check for the exact head commit. Alternatives considered A separate review scheduler would duplicate Paperclip execution and permissions. Reusing personal GitHub credentials would change the bot identity and credential boundary. Roadmap alignment This extends the existing Connected Apps and governed-tool infrastructure. The project owner requested and approved this design. Related PR #8645 imports external Codex review feedback; this change runs an assigned Paperclip agent and publishes its results through the existing chat connector. ## What Changed - Include the current Paperclip instance origin in the copied setup prompt. Storybook uses its configured Paperclip origin; callback parameters and URL credentials are excluded. - Add a Claude/Codex copy button in the real setup and Storybook opening step. Its detailed prompt asks four setup questions and guides embedded-browser setup, verification, and optional required checks. Clipboard failure exposes selectable instructions. - Add a tutorial that explains why App installation, review scheduling, and required checks are separate choices. - Add manifest registration, an existing-App path, separate installation and repository selection, repository refresh, and explicit account confirmation. - Add low-trust agent guidance, effective capability verification, member selection, and explicit restricted guests with a sponsor. - Add configurable PR events, prompts, repository overrides, rating thresholds, and separate formal-review permissions. - Give the assigned agent governed App tools to read PRs, comment, begin an assessment, submit findings, and optionally submit a formal review. - Bind review history, root PR events, and inline replies to ordinary tasks. Deduplicate deliveries/findings and reject stale publication. - Link check Details to the underlying task on the current trusted hostname, or to Reviews before task creation. - Add schema migration 0283, API contracts, production UI, and 49 interactive Storybook states. - Repair local lease recovery. Keep the Cloud Dockerfile identical to master; no provider-pack layer or runtime-default environment variable is added. - Retry only rolled-back wake-admission transactions after transient endpoint-lock contention. A deterministic held-lock regression proves one accepted wake. ## Verification - Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero diff against master. Final workspace typecheck and build passed. The new PostgreSQL migration regression passed and preserves existing relation and constraint identities after replay. - Greptile reviewed this exact head at 5/5. There are zero unresolved review threads and no merge conflicts. - All current-head checks are green: 54 passed and two conditional Storybook jobs skipped. This includes complete server/workspace test suites, build, typechecks, policy checks, Runner suites, browser suites, and security status. One timing-sensitive callback-ordering test passed in isolation and its CI shard passed one retry. The duplicate local full-suite run was stopped after CI completed; it is not counted as a local full-suite pass. - Before the final Slack rebase and migration renumbering, 186 focused GitHub tests, 14 native bootstrap cases, token gates, and Storybook build passed. The final rebase retained the new Slack communication guidance. - The embedded-browser setup test copied the full detailed prompt, including the configured Paperclip instance URL. Desktop and narrow layouts were checked. Component tests cover successful copying and clipboard failure with selectable text and retry. - Live local and hosted GitHub acceptance evidence refers to application revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks exercised issue mentions, automatic PR reviews, inline findings, repeated mentions, task continuation, and failing-to-passing checks after a push. The Storybook agent generated, built, and browser-rendered pages; missing acceptance text failed, matching text passed, and broken JSX produced an incomplete result. - Live cases also covered independently disabled push events, prompt injection, duplicate signed deliveries, rapid pushes, stale-result rejection, finding deduplication, and restart recovery. Formal reviews were denied while disabled and published only after explicit enablement. Check Details links pointed to the underlying task on the trusted hostname. - Those hosted native Claude runs used the provider-pack layer now removed from this PR. They do not prove native Claude works on the standard Cloud image. A replacement hosted native Codex run is not yet verified: the disposable QA tenant has only an Anthropic AI connection. No new staging or production deployment was made for the packaging removal. - Required-check merge enforcement could not be tested because the private disposable repository's GitHub plan rejected the rules configuration. Published success/failure/incomplete check states were verified directly. ## Risks - Latest master allocated migration 0282 to Slack. The GitHub migration is regenerated as 0283 with replay-safe table/index/constraint creation; a PostgreSQL regression verifies existing relations and constraints are preserved. Existing preview tenants remain subject to the fleet migration-history compatibility preflight; no bypass is introduced. - Migration 0283 adds company-scoped configuration, registration, review, and publication records. Existing connections retain their behavior until reviews/tools are enabled. - Signed webhooks and expiring registration state remain required. Hosted installations also need the companion narrow Cloud gateway exemptions. - Agent assessments can be incomplete or wrong. The server enforces coverage/result structure, current-head publication, rating policy, and separate formal-review permission; it does not replace code-review judgment. - No Cloud image packaging changes are included. Remote native ACPX/Claude and OpenCode retain their existing operator-supplied provider-pack prerequisite. Native Codex and Codex with managed MCP tools do not require that pack. Earlier staging deployment evidence refers to its stated revision, not this packaging-removal head. Production rollout and merging remain outside this change. ## Model Used OpenAI GPT-6 through Codex, with repository, code execution, API, and embedded-browser tools. The exact serving model ID and context-window size were not exposed by the 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>	2026-09-21 14:41:19 -05:00
DottaandPaperclip	d9b3a5653e	feat(chat): add initial Slack communication guidance and connection menus (#13760 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors let people use the same tasks and agent tools from external conversations. > - Agents need communication guidance that fits the conversation medium. > - That guidance belongs in the original task context, without repeated instructions on each turn. > - Connection owners also need clear settings and a consistent way to remove a connection. > - This pull request adds initial Slack guidance, optional connection instructions, and chat connection menus. > - The benefit is clearer Slack replies with the existing Paperclip workflow and permissions. ## Linked Issues or Issue Description What existing behavior does this improve? Agent replies in Slack and chat connection management in the Apps catalog. Current behavior Slack tasks do not carry a saved communication profile. The catalog shows a separate Manage button and does not offer removal on every chat connection row. Proposed behavior Save Slack guidance when a new conversation creates a task. Restore that original guidance when a model session is rebuilt. Do not append it to ordinary follow-ups. Expose optional additional instructions in Slack Settings. Put Manage and Remove connection in a three-dot menu for all chat providers. Keep Finish setup visible for drafts. Reason and benefit Small answers fit in Slack. Substantial deliverables use ordinary document or artifact tools with a useful Slack summary. Connection settings apply to new tasks and cannot change permissions. Users can remove both active and unfinished chat connections from the catalog. Breaking changes Two additive database columns store endpoint preferences and the initial conversation snapshot. Existing endpoints default to empty preferences. Existing conversations keep their original behavior. Non-Slack guidance is unchanged. Related public context: https://github.com/paperclipai/paperclip/pull/13741 improves native chat recovery. This change adds communication context to those existing execution paths. A search found no duplicate communication-guidance PR. ## What Changed - Add a provider-guidance registry, enabled for Slack first. - Persist optional endpoint communication instructions and capture an immutable snapshot when a conversation creates a task. - Resolve guidance from the verified company-scoped connection. Restore it for fresh native and legacy sessions without per-turn reminders, extra model calls, or extra context queries. - Add the Slack Settings field, validation, audit coverage, and Storybook save/error states. - Add Manage and Remove connection menus for all seven chat providers. Keep the draft setup button. Require removal confirmation and allow retry after failure. - Add regression coverage, an active/draft menu story, and connector documentation. ## Verification All CI checks are green for `5f48df4e0`. Greptile scored this head 5/5 with no actionable findings. No review threads remain unresolved. - Passed `pnpm -r typecheck` and `pnpm build` on PR head `5f48df4e0`. - Passed design-token checks, UI typecheck, and all 20 catalog tests after rebase. Tests cover all seven providers, active/draft removal, confirmation, cache refresh, errors, and cancellation. - Verified the active/draft menu in Storybook. The interaction test runs without browser console errors. - Passed focused guidance, endpoint persistence/isolation, heartbeat trust, native context, ACPX, adapter utility, and CLI recovery tests. Full UI and CLI groups passed (6,512 and 502 tests). - Tested real Slack conversations on staging: concise updates with public links, a planning question with buttons, a saved plan, a saved report, task creation and assignment, and explicit detailed output. Old tasks retained original preferences after an edit; a new task used the changed preferences. Restored the staging setting afterward. - Existing safe progress remained visible without duplicate final replies or private reasoning. - Broad local tests found resource/time-sensitive failures that passed targeted reruns. One Cursor archive-download fixture failed on both this branch and the unchanged main checkout. The full local suite is not claimed clean. All PR-head CI test shards passed, including general, serialized, Runner, and browser suites. The redundant local full-suite rerun was stopped after CI completed successfully. - Live delegation was not tested because the staging company has only one agent. Live testing also found separate latency and runner task-editing capability gaps; this PR does not add connector-specific workflow behavior to hide them. ## Risks - Prompt guidance changes the form of new Slack replies. Explicit requests for detail still take precedence. - The additive migration is idempotent. Conversation snapshots remain fixed when connection settings change. - Native and legacy recovery must preserve the initial context without duplicates; targeted tests cover these paths. - Removing a connection stops new work through the existing lifecycle action. It retains Paperclip task history and does not delete the external app or bot. ## Model Used OpenAI GPT-6 through Codex, with repository editing, shell tools, and browser testing. The host does not expose a more specific model ID or context-window size. No separate model calls were added to the product. ## 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 (targeted suites; broad local limitations are listed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-09-21 14:14:25 -05:00
DottaandPaperclip	b82661b561	refactor(connections): retire the legacy Composio broker (#13758 ) ## Thinking Path > - Paperclip manages agents and their access to external tools. > - Connectors expose these tools through a governed MCP gateway. > - PR #13755 added a direct Composio MCP connection behind the experimental MCP aggregators flag. > - The old project API-key broker still created toolkit child connections and showed a separate Services tab. > - Keeping both paths leaves obsolete setup and session code in the product. > - This change removes the broker and preserves direct MCP setup, credentials, permissions, and execution. > - Saved legacy records fail closed and remain available for explicit removal. ## Linked Issues or Issue Description Related: #13755. This retirement supersedes the legacy-path fixes proposed in #12630, #12632, #12634, and #12906. It does not close those PRs. What existing behavior does this improve? Composio connector setup, management, and runtime dispatch. Current behavior Composio offers both direct MCP and a project API-key broker. The broker mints sessions and creates one child connection per toolkit. Proposed behavior Offer only direct MCP. Remove the toolkit Services UI, REST routes, API client, and session broker. Block saved legacy parent and child records from discovery, execution, health checks, reconnect, and OAuth. Preserve their records and credentials until the operator removes each connection. Reason and benefit The direct MCP connector becomes the single supported Composio workflow. Provider accounts remain managed in Composio. ## What Changed - Remove the API-key catalog method and its generated-source definition. - Delete Composio broker clients, session creation, account synchronization, child lifecycle, and toolkit routes. - Remove the Services tab, service rows, child provenance, and cascade-removal controls. Keep Vercel provenance intact. - Retain a shared retirement guard for stored legacy records. Show Retired status and replacement/removal guidance in the connection list and details; hide obsolete runtime controls. - Preserve the experimental MCP aggregators flag and direct MCP infrastructure. - Replace broker fixtures with retirement tests and extend direct Composio catalog/reconnect coverage. ## Verification - Focused shared, server, and UI tests passed with one worker. Server retirement tests use a name filter; no full local test suite was run, as requested. - Server and UI TypeScript checks passed. - Token gates and UI build passed. - Real browser: opened the saved Composio connection, refreshed all 11 tools, and ran the provider's read-only GitHub account-list operation through the standard Test dialog as an agent. The provider returned success using the existing OAuth credentials. - See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live evidence. - Storybook build passed. A fresh real agent used `COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway audit records confirm both calls succeeded. - Browser retirement check: a credential-free legacy fixture showed the guidance, opened the direct MCP replacement flow, and was removed through the standard confirmation. - Focused regressions for the experimental settings copy and exact OpenAPI route coverage passed. All latest-head CI checks passed (54 successful, two intentionally skipped); Greptile scored 5/5 with no unresolved review threads. The PR has no merge conflicts. ## Risks This intentionally breaks the old Composio project API-key and child-connection workflow. Existing legacy records cannot run, even if their stored status is active. Operators must create a new direct MCP connection and choose access rules; credentials and grants are not migrated. Remove each old record separately to delete its credentials. No schema migration or data deletion runs automatically. Direct MCP connections keep their existing grants and secrets. ## Model Used OpenAI GPT-6 via Codex, with reasoning, code execution, and browser tools. The exact runtime variant and context-window size are 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>	2026-09-21 13:57:35 -05:00
Dotta Paperclip Tonio Claude Fable 5.1	1ef3b08714	feat(ui): integrate agent personas across the app (#13171 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description Problem or motivation Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. Proposed solution Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. Alternatives considered A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. Roadmap alignment This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## 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: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
DottaandPaperclip	924f07be8c	feat(chat): simplify Slack onboarding and account linking (#13638 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connections let people start and continue that work from Slack. > - Setup mixed app creation, credentials, URL verification, account linking, and testing on the same screens. > - People also needed a safe way to link their own Slack identity after the first operator finished setup. > - This pull request gives each step a clear place and keeps membership approval separate from identity linking. > - It also makes connection details easier to use and fixes misleading callback health behind HTTPS proxies. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: chat routes and services, shared contracts, and the Apps board UI. Problem or motivation Slack onboarding made users find settings without enough guidance. A second user needed operator help to link their account. Activity stopped at 100 records, and TLS termination could mark working callbacks as stale. Proposed solution Use six setup steps with editable app names, a generated manifest, credential guidance, URL verification, account linking, and an optional message test. Send each Slack user a private, expiring confirmation link. Require company membership or an approved access request before linking. Add cursor pagination and tolerate the internal HTTP hop in callback diagnostics. Roadmap alignment This improves the existing connected-app surface and supports CEO Chat without changing the task-and-comments model. The maintainer requested and reviewed the flow during a live Slack test drive. Additional context Related work: #7, #3349, #13000, and #13620. Those cover broader chat capabilities, older webhook paths, or plugins. This PR improves the existing native connector's setup and account-linking flow. HTTPS documentation was published separately in paperclipai/paperclip-docs#128. ## What Changed - Split Slack onboarding into six clickable sidebar steps. Keep secondary and primary actions on one row. - Generate the Slack creation link and read-only manifest from editable app, bot, and command names. Add credential prefix validation and direct instructions. - Add live account-link status and an optional mention-based message test. - Add private, single-use Slack account invitations and membership access requests. Retain cloud authentication/bootstrap checks and enforce the chat rollout flag in all identity APIs. Default new Slack connections to linked users only. - Put Settings, Access, Conversations, and Activity in the sidebar. Simplify conversation rows and remove active header badges. - Add 25-item activity pages, stable timestamp/ID cursors, and replay safety across pages. Preserve the legacy array API for clients without pagination parameters. - Fix false callback warnings when HTTPS terminates at a proxy. Keep host, port, and path drift detection. - Document the setup flow, pagination, callback diagnostics, and shared wizard footer rule. ## Verification - Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`. - Passed: focused Slack callback and pagination integration tests; UI clipboard, wizard, pagination, and activity tests; OpenAPI route tests. The final access-gate fix also passes 27 focused tests covering cloud authentication/bootstrap, nonmember invitations, token validity, and the server-enforced rollout flag. - Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11 provider browser scenarios (including mobile light/dark navigation). After rebase, the identity route, sidebar, and 25 clipboard tests pass. - The full local `pnpm test:run` was attempted. The first run found 14 Slack fixtures that needed explicit guest access; those are fixed and the complete chat suite passes. Unrelated embedded PostgreSQL startup/resource failures and timeouts prevented a clean full local run. All CI checks pass on `2d858b036`, including the full chat, server, workspace, build, typecheck, and browser suites. - Live test drive: Slack app creation, credential setup, URL verification, private account confirmation, mention messages, and thread replies. Verified the callback warning clears for the existing proxied connection. - Review: create a Slack connection, follow the six steps, link a second user's account, and browse older activity with Next and Previous. ## Risks - Identity invitations carry a temporary capability. Tokens are hashed, expire after 15 minutes, work once, and require explicit confirmation by a company member. Access requests do not grant membership. - New Slack connections reject unlinked people by default. Existing connection settings remain intact. - Activity is a live ledger. Updated action rows can move forward in time. Older pages do not poll. - Proxy tolerance affects health display only. Slack signature checks and proxy authentication settings remain unchanged. - No database migration or package-lock changes. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose an exact model build ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted suites; full local-run limitations documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-09-18 17:23:53 -05:00
Devin FoleyandPaperclip	6fe8e30625	feat(apps): add Railway connection and governed deployment tools (#13415 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps gives agents governed access to external resources. > - Operators need to inspect Railway services, read logs, deploy code, and run container commands. > - Railway offers hosted MCP with OAuth, but broad remote actions hide their internal operations. > - This PR adds a branded connection and fixed direct operations through the existing gateway. > - Separate SSH keys enable container commands under the same grants and policies. > - Operators can require approval for an action and inspect the resulting audit record. ## Linked Issues or Issue Description Subsystem affected Apps catalog, connection setup, gateway execution, and connection documentation. Problem or motivation Agents need Railway access through Paperclip. Operators need to grant and revoke that access, inspect available actions, and govern deployment and container operations without giving agents provider credentials. Proposed solution Reuse hosted MCP OAuth, vault storage, catalog discovery, grants, and the gateway. Probe the actual credential before enabling fixed GraphQL operations. Use a dedicated grant-owned SSH key for bounded container commands. Alternatives considered A catalog entry alone cannot execute the missing operations. The hosted general agent has opaque internal effects. An unrestricted CLI runtime can bypass action policy and inherit ambient credentials. Roadmap alignment This extends the existing MCP Tool Gateway & Apps path and the Connected Apps direction in ROADMAP.md. It does not add a plugin or parallel connection service. Related PRs #311, #939, and #7861 concern hosting Paperclip on Railway. They do not add this outbound Apps connection. The separate shared agent-picker fix is #13414 and is not included here. ## What Changed - Add the generated Railway catalog entry, official marks, provenance, and OAuth setup guidance. - Add fixed service/deployment status, bounded logs, and redeploy/restart/rollback tools. Block source deployment until the provider can atomically bind the approved repository and commit. - Verify API access with an explicit workspace before exposing direct tools. - Add grant-owned SSH key setup and a bounded runner with host verification, target checks, isolated state, and cleanup. - Block the opaque hosted railway-agent and accept-deploy actions. Preserve normal Allowed defaults and Ask-first policies for other actions. - Quarantine new or changed Railway schemas after initial discovery, including reconnect. - Add provider, lifecycle, gateway, SSH, UI, and browser fixtures. Document setup, limitations, and the release checklist. ## Verification - Security follow-up: removed the unsafe source-deployment mutation. Direct calls and old active catalog entries are denied before any upstream request, including normalized aliases. Refresh marks retired entries disabled. All 386 focused Railway, catalog and gateway tests passed, and server TypeScript checking passed. Full [GitHub CI](https://github.com/paperclipai/paperclip/actions/runs/35139421144) passed on `d86530ab9`, including typecheck, build, all tests, runner checks, and browser tests. Superagent passed and confirmed the P2 fix. Greptile reviewed the same commit at 5/5 with no findings. - CI follow-up: fixed the missing Railway SSH operation in the OpenAPI document, including its request schema, operator-only authentication, and error responses. The failure reproduced locally before the fix; all 403 selected API, Railway, catalog, and artwork tests passed after it. Synced current master and resolved the catalog/artwork conflicts. - After rebase: 440 focused provider, lifecycle, gateway, catalog, and container-panel tests passed. AppDetail and AppsConnect passed another 196 tests. - Full typecheck, build, token gates, and the gallery browser check passed after rebase. - During implementation, full build and the gallery browser check passed. Shared generic-MCP fixtures covered OAuth callback/state/issuer binding and failure paths. - Local live consent and tools/list succeeded. There were 44 active hosted actions and two blocked actions. A workspace-bound API probe and direct project/service/environment reads succeeded. The inspected project had no deployed services. No provider mutation ran. - Full GitHub CI passed on commit `303340f19`, including all server/workspace test groups, typecheck, build, runtime verification, release dry run, and browser tests. The original local full-run attempt was incomplete; the complete automated suite is now verified in CI. Manual review: connect Railway, review the actual actions, install for an agent, and run a resource read through the gateway. Choose Ask first before testing a deployment mutation. Configure a dedicated key only when container access is needed. Release qualification is still open. Live agent gateway reads/logs, rejected and approved deployment calls, refresh/revoke, public HTTPS consent, and SSH enrollment/commands/cleanup need an authorized disposable service. The passing API diagnostic does not replace those tests. See doc/connections/RAILWAY.md and RAILWAY-REVIEW.md. ## Risks Overall risk is medium. New runtime behavior is gated to Railway connections, but the PR changes shared catalog, credential lifecycle, and gateway code. A regression in those paths can affect other Apps connections. The highest-impact operations are Railway deployments and container commands. - Provider consent can authorize an entire workspace. Catalog labels are not local resource allowlists. Direct tools check target membership, and provider permissions still apply. - Shell commands have broad internal authority. Action policy cannot approve each internal shell step. Timeouts close the local connection but cannot guarantee remote child-process termination. - Log and command output may contain application secrets that pattern redaction cannot recognize. - Source deployment is unavailable until the provider supports atomic repository/commit binding. Existing deployments can still be redeployed, restarted or rolled back. - No database migration is required. Rollback can remove promotion and direct dispatch while preserving connection data and the generic MCP path. - Live Railway qualification must still pass before release acceptance. ## Model Used OpenAI Codex, based on GPT-6, with code execution and browser testing. An independent read-only security agent reviewed the local implementation. The exact serving model ID and context window were 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>	2026-09-16 13:54:44 -07:00
DottaandPaperclip	728f7185f6	feat: add native in-app announcements with persistent dismissal (#13403 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Self-hosted boards need a way to show occasional product announcements. > - An app release should not be required to publish or withdraw a card. > - Native card controls keep publishing consistent; the hero can use a static image or isolated HTML/CSS animation. > - This pull request renders a validated JSON feed with native components. > - It stores dismissals per account on each instance, so a closed card stays closed across companies and browsers. > - Named staging feeds let authors test content before production publication. ## Linked Issues or Issue Description Subsystem affected Board application shell, announcement delivery, and user preferences. Problem or motivation Operators need a small, optional announcement card. Users need reliable dismissal state. Authors need to test remote content without changing the production feed. Proposed solution Add one non-modal AnnouncementWell. Fetch validated JSON and content-addressed media through the instance server. Keep card controls native, with optional sandboxed HTML/CSS animation in the hero. Use stable announcement IDs for dismissal, an explicit empty manifest and quiet 404 handling. Provide a staged publishing helper and isolated test-drive guide. Alternatives considered Hosting the entire card as a page would move navigation and dismissal into remote content. This change limits HTML to a scriptless, isolated visual hero and keeps controls native. Browser-only storage would lose dismissals across browsers, so the instance stores account preferences. Roadmap alignment ROADMAP.md has no overlapping announcement feature. A GitHub title search found no related announcement pull requests. This work implements a maintainer-requested feature. ## What Changed - Add shared feed types, strict validation of every object, supported routes, expiration and version checks. - Add a board-only current-feed API, constrained media proxy, and idempotent dismissal API. Store the first dismissal and its company audit entry in one transaction. - Cache upstream data for one hour. Use conditional requests, request deduplication, response limits, public destination checks, and a three-second deadline. Treat a remote 404 as an empty feed with a fifteen-minute retry cooldown. - Keep announcement visibility stable when focus moves to browser chrome or another app pane; only tab visibility starts a return check. - Add a responsive native announcement card. Respect onboarding, dialogs and toast placement. Sync pending dismissals across tabs and retry after reconnect or return. - Add idempotent migrations for dismissals and validated publication IDs, design-guide examples, static and animated Storybook examples, and focused tests. The publication registry supports offline retries without accepting caller-invented IDs. - Add HTML/CSS animated heroes with static posters, automatic playback, reduced-motion handling, strict DOMPurify validation, an empty iframe sandbox and CSP that blocks scripts/network resources. - Add validated staging publication, content-addressed assets, an empty production manifest, preview fixtures, and authoring/operator documentation. ## Verification - The preceding implementation passed 98 targeted shared/server/publisher/route/OpenAPI/UI tests and 127 tests including the master rebase. The playback-control removal passes all 21 announcement UI tests, covering the rendered sandbox, fallback, reduced motion, dismissal and slow/stale state lookups. The preceding shared/server tests cover HTML validation and response sandbox headers. - The playback-control removal passes UI typecheck, production UI build, Storybook build and token gates locally. Browser verification confirms the animated card has only its dismiss button and two links, with no page errors. The full canonical CI matrix passed on current head `00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two optional Storybook deployment checks skipped. This run needed no retries. Greptile reviewed this same head at 5/5 with no outstanding findings. - The local canonical general-server run passed 12,063 tests before reporting embedded-PostgreSQL startup failures in an unrelated fixture. All 31 tests in that fixture passed across isolated retries. The UI group passed 6,219 tests and other workspace groups passed 3,201; two CLI database-startup failures also passed individually. Serialized server suites were verified by the full CI matrix rather than repeating them locally. No source changes were needed for these environment failures. - The real S3/CloudFront staging manifest and both media asset headers were verified. Production remains empty/unpublished. The guide distinguishes the preview host's disabled edge cache from production cache requirements. - In the isolated test-drive, the animation visibly moves without playback controls. A 390×844 browser viewport keeps the card above navigation. Reduced motion makes no animation request. Both themes render correctly and browser page errors are empty. Browser fault injection verified that scripts cannot execute and CSS cannot make network requests; a missing animation leaves its poster and controls. - Refresh leaves the animated card visible. Closing it persists after reload and the API returns null. Earlier live checks verified dismissal across browsers, company-relative CTA navigation, modal deferral/restoration, and new-ID eligibility after restarting the same database. - The deployed empty feed and a real remote 404 return HTTP 200 with null from the board API, with a usable dashboard and no announcement popup or browser warnings. - Authoring documentation covers staging, animated HTML constraints, test-drive, withdrawal, ID reuse and cache-refresh steps. ## Risks - Animation supports self-contained visual HTML/CSS and inline SVG, without JavaScript or external resources. A static image is required. Older builds that do not recognize the optional animation field quietly hide that unsupported feed. - The default feed makes an outbound request from an instance when a board is used. Operators can disable it. Requests contain no account IDs, company data, cookies or interaction events. - Feed publication and withdrawal can take about 65 minutes to reach returning users because of CDN and instance caches. Expiration also removes visible cards locally. - Dismissals follow an account within one instance. No-login instances share the existing local-board identity. Separate installations do not share state. - Both tables are additive. A unique key prevents duplicate dismissals; the transaction prevents duplicate first-dismissal audit entries. The publication registry retains only validated IDs. AGENTS.md and the implementation spec document the required exception to company scope for these instance-level records. - Publication was limited to separate public staging prefixes on the existing preview host. Production remains empty/unpublished. No AWS policies or infrastructure were changed. ## Model Used OpenAI GPT-6 through Codex. The exact runtime model ID and context-window size are not exposed in this session. Capabilities used: reasoning, code editing, shell execution, tests, browser interaction, and 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 - [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>	2026-09-14 10:19:54 -05:00
DottaandPaperclip	b2acc674be	fix: enable isolated subscription login on authenticated self-hosted instances (#13344 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - AI Connections store reusable provider credentials with company and owner boundaries. > - Self-hosted instances can require board authentication while running agents on the local server. > - The login UI treated those instances as unsupported and displayed instructions without a command. > - Removing that restriction must not expose the server operator's existing CLI account. > - This pull request enables owner-scoped login attempts and reuses the existing login UI. > - Users can connect Codex and Claude subscriptions on an authenticated self-hosted instance. ## Linked Issues or Issue Description What happened? On an authenticated self-hosted instance, OpenAI subscription setup displayed terminal instructions with no command and a disabled Connect button. Claude also could not complete the local connection flow. Expected behavior An authorized board user can prepare an isolated sign-in attempt, sign in on the server, and save the verified account as a Connection. This must not import another user's or the operator's ambient credentials. Steps to reproduce Run Paperclip in authenticated mode with a local environment. Open Connections, choose OpenAI or Anthropic, and select Subscription. The previous UI never enabled local login preparation. Related: #13247, #13248, and #10751. This fix preserves the restriction on remote access to the operator's ambient Claude login. ## What Changed - Allow company-authorized users to create, check, cancel, and complete their own isolated local login attempts. - Keep ambient Claude credential import restricted to the local operator. - Support isolated Claude credential files without falling back to the host account or mutating process-wide environment variables. - Use Codex device authorization so sign-in does not depend on a browser callback to the remote server's localhost. - Gate server-host login on authenticated public deployments unless a trusted runtime host is configured. Publish the capability through health so setup shows supported alternatives. - Read isolated Claude credential files through bounded, descriptor-bound opens with ownership, permission, and symlink checks. Try the alternate filename after malformed JSON. - Reuse shared login instructions and lifecycle hooks in onboarding, agent setup, and Connections. Show health-query failures explicitly. - Document authenticated self-hosted behavior and add authorization, isolation, lifecycle, and UI regression tests. ## Verification - Passed 71 focused tests across connection routes, credential isolation, legacy compatibility, the shared login hook, and agent setup. - Passed 89 onboarding regression tests. - Passed `pnpm -r typecheck`, `pnpm build`, Storybook build, and `pnpm check:token-gates`. - Completed real Codex device authorization and Claude browser authorization on an authenticated Linux self-hosted instance. Both accounts were detected automatically and saved as Connected. Both completed attempt directories were removed. - These live checks cover login, credential validation, and connection creation. They do not establish a new model execution or long-running refresh result. - Review follow-up: 68 focused checks passed after rerunning one route socket error; the full route/health rerun passed all 49 tests. The 70-test onboarding suite also passed. Final workspace typecheck, production build, and Storybook build passed again. - The broad local run exposed an instance-name assumption in two new assertions. The fixture now uses an explicit non-default instance, and all 32 connection tests passed with a different inherited instance name. The superseded broad run was stopped; this is not a claim that the full local suite completed. Full CI results will be recorded before merge. ## Risks - The server must have the provider CLI installed. Users still run the displayed command on the server that hosts Paperclip. - Authorization checks must keep login attempts scoped to the company, owner, provider, and reconnect target. Regression tests cover cross-user and cross-company access. - Existing local-trusted Claude behavior stays available. Authenticated remote users cannot use its ambient import path. - No database migration, dependency change, agent binding change, or provider routing change is included. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The runtime does not expose a more specific model version or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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>	2026-09-12 23:06:55 +00:00
DottaandPaperclip	df984cbc2c	fix: dispatch queued legacy messages with operator identity and task permissions (#13315 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task conversations save messages that arrive during an active turn. > - Legacy adapters deliver these messages in a later turn. > - A run can stop before the saved queue is delivered. > - The Interrupt button previously required an active run, so it could not release this queue. > - This pull request lets a board operator send the saved queue after the run stops and retries queues missed during finalization. > - Manual dispatch must use the clicking operator and must not require permission to create agents. > - The task can continue without a duplicate message or a second execution owner. ## Linked Issues or Issue Description What happened? A legacy task retained a queued message after its run stopped. Interrupt was disabled because the queue had no active target. Finalization and deferred message admission can also leave a queue without a successor. Expected behavior Interrupt sends the saved messages when no runner is active. Messages that arrive during normal completion are delivered automatically. An uncertain previous execution still requires proof that its process or sandbox stopped. Steps to reproduce 1. Queue a user message during a legacy conversation turn. 2. Let the turn stop or simulate a server restart before queue promotion. 3. Open the task with a deferred queue and no active run. 4. Try Interrupt. Before this change, the button is disabled. Paperclip version or commit Reproduced against `8f40b4ad4`. Deployment mode Legacy conversation adapter. The same persisted queue state is covered with an isolated PostgreSQL fixture. Related public work: #13275 adds active legacy interruption. #13291 addresses automatic sandbox conversation recovery. This change handles explicit saved-queue delivery and late queue promotion. ## What Changed - Accept a null Interrupt target while retaining queue identity, revision, company, and assignee checks. - Save the operator's request on the existing queue. Reuse normal admission after verified stop, including older messages, different authors, and queues whose original wake came from the system. - Strip interruption authority from caller-supplied wake payloads. Only the board queue route can persist that authority. - Retry durable interruption requests after restart and deferred queues after legacy cleanup. - Let an explicit Interrupt retry cleanup for its stopped run, including old ephemeral leases that recorded success without a provider stop receipt. Preserve retained resources, other lease owners, and the automatic retry limit. - Preserve the server's waiting explanation when normalizing and combining queue entries. - Revalidate the consumed board queue receipt at dispatch so a different message author does not cause setup failure. - Use the Interrupt user's execution identity for the new run. Preserve original message authors. Validate the receipt independently at startup and inherit the resulting identity on retry. - Persist authenticated board authority for ordinary manual wakes too. Adopting someone else's queued messages cannot switch a manual run to that author's permissions. Strip caller-supplied authority markers and retain private conversation ownership checks. - Keep the clicking user when a manual wake is merged into an older deferred receipt. Update its requester and payload in the same transaction. - Use the same current-queue/revision API on task details and pipeline conversations; show Interrupt after a legacy target stops. - Keep manual wakes out of active runs, including unscoped agent wakes. They receive their own execution identity; a matching receipt requester is not sufficient because an exact retry can retain a different originating identity. - Authorize both existing-agent wake endpoints with `agent:wake`, available to active non-viewer company members. Keep `agents:create` for hiring. Validate the stored task and current assignee before an exact task retry. - Reject viewer Interrupt requests before saving intent or stopping execution. Keep external chat retry authorization and per-action agent/user permission checks. - Preserve edits and discards until dispatch. Prevent another queue promotion when the same agent already has a successor. Keep independent reviewer recovery available. - Suppress cancelled/failed run toasts for intentional operator interruption. Keep ordinary runtime error notices. - Add UI, route, admission, restart, successor ownership, and toast regression tests. Document the behavior. - Reuse the existing socket reservation helper for both credential-quorum test cases after CI exposed an ambient-port collision. This changes test preparation only; production credential staging is still called exactly once. ## Verification - Failing regression tests reproduced the message-author identity bug and an operator's `agents:create` rejection before the fixes. - All 316 focused tests pass across eight route, queue, identity, authorization, continuation, and responsible-user suites, including the 44-test rerun of queue admission and actual startup after the final manual-wake restriction. Regressions reproduce cross-user merging both with and without a task, and same-requester receipt ambiguity. The cross-company existence guard also passes both tests. - Startup integration tests reach adapter execution under the clicking operator and retain that identity through follow-up. Coverage includes mixed authors, adopted queues, system-origin queues, restarts, forged or stale receipts, viewers, suspended memberships, changed assignees, private conversations, and caller-supplied authority markers. - The earlier queue/cleanup/UI regression suite passed 402 tests. The final review corrections pass another 180 tests across queue admission/persistence, real heartbeat startup, UI API, conversation rendering, and pipeline suites. Regression tests reproduced both review findings before correction. The final head has a 5/5 review with no unresolved threads. Full CI passes on `c2002979c`, including every general and serialized server shard, all browser shards, Paperclip Runner verification, typecheck, build, canary dry run, and the aggregate gates. - Full `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after the final application changes. CI identified an outdated task-page API mock after the shared helper extraction; the fixture now exercises the real helper, and all 131 task-page/API tests pass. The final application build passes with the additional manual-wake restriction. - CI exposed a pre-existing port collision in the Codex credential-quorum fixture. It reproduced locally; both listener cases now use the existing bounded reservation helper. All 41 credential tests pass on rerun. One intervening local run hit a separate ambient bind collision in the two-occupied-port case. - The full local `pnpm test:run` attempt was stopped after host contention caused focused-suite timeouts. The affected focused tests passed on rerun. An expiring trace fixture and a missing private-conversation state were corrected. The successful full CI run is the complete-suite verification. - Hosted Interrupt previously cleared the original queue and produced exactly one successor with neutral interruption feedback. It exposed the dispatch authorization defect. Retry on that earlier build was rejected for missing `agents:create` before creating another run. - Deployed the final application build (`38257f391`) to the scoped hosted instance and verified readiness. The latest PR commit changes only the credential test fixture; application code matches that deployment. A live Retry by the same operator without `agents:create` created one successor attributed to that operator, passing the former dispatch permission gate. Startup then stopped at `configuration_incomplete` because that operator has not configured their required personal Claude Code OAuth secret; the post-deployment run page confirms the operator identity and no provider work started, and the My secrets UI still shows the token as not set. Provider execution remains unverified pending that credential. No permission grants or credentials were changed. ## Risks Queue admission and finalization can race. The task lock, durable queue receipt, current comment IDs, and successor guard prevent duplicate dispatch. Process and lease stop checks, task pauses, approvals, ownership, and budgets remain in force. The API change only allows null on legacy Interrupt; native steering still requires an active run. No schema migration is required. Active non-viewer board members can now invoke existing agents without agent-creation permission. Agent self-invocation rules, raw provider-trace admin access, task retry scope, external chat authorization, and action-specific user/agent permissions remain enforced. ## Model Used OpenAI GPT-6 through Codex. The session does not expose an exact backend model ID or context-window size. Used reasoning, repository search, code execution, tests, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` 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>	2026-09-12 17:11:30 -05:00
DottaandPaperclip	8d6232e7b0	feat: reuse provider sign-in across AI connection workflows (#13248 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect provider accounts during onboarding and agent setup. > - They should reuse and manage those accounts through the existing Connectors interface. > - A second login wizard would diverge from the established provider workflows. > - This pull request composes the existing sign-in components into Connections and agent configuration. > - Users can select accounts without changing their agent's harness or model. ## Linked Issues or Issue Description Problem or motivation AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. Proposed solution Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. Alternatives considered A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. Roadmap alignment This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add compact AI-account management to the existing Connectors pages. - Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome, and authentication controllers. - Add the shared connection picker to agent setup/settings and task requests. - Preserve onboarding's sequence and reuse existing accounts. - Add local-login recovery, retry, cancellation, and React StrictMode handling. - Add interactive Storybook scenarios, design-guide examples, and app acceptance checks. This is part 2 of the AI Connections change. The runtime foundation in #13247 is merged. This PR now targets master. ## Verification - Updated against master `47ded8bf9`, including the landed runtime foundation and upstream task-search changes. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All CI test, browser, build, packaging, and runner jobs passed on final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh Greptile review is 5/5, the security scan passed, and there are no unresolved review threads. The final CI aggregate gates passed. - Local general-server coverage passed 11,804 tests; three port-collision failures passed in an isolated 25-test rerun. All 6,111 UI tests passed. CLI coverage passed 484 tests; its remaining doctor test requires port 3199, which is occupied by an unrelated report server on this Mac. The complete CLI suite passed in CI. - Live browser testing verified Codex API-key reconnect inside a task card on desktop and phone. Real provider runs resumed and completed with unchanged connection/grant identity and agent routing. - Tested opening, cancelling, reopening, and completing connection creation. A regression confirms Connect another account cannot submit the new-agent form or copy provider keys into agent settings. - Added shared inline repair, automatic local sign-in checks, and responsive connection dialogs. Standalone Daytona installation ignores workspace configuration and suppresses dependency scripts. Its standalone build also passed with CI's exact pnpm 9.15.4. - Destructive live tests are excluded by default. Explicit opt-in, local deployment checks, and matching disposable fixture identities are required before any mutation. ## Risks - Local Codex/Grok creation requires the connection-specific terminal login command. - Browser sign-in uses the existing supported-environment controllers. - This update verifies live local Claude detection and Codex API-key task repair. New subscription authorization/refresh and independent-human/native-runner isolation were not reverified in this update. - No agent automatically adopts managed Connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are 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>	2026-09-12 16:51:26 -05:00
DottaandPaperclip	4d317274ce	feat(channels): add experimental iMessage Photon (#13299 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Channels connect external conversations to company tasks and agent execution. > - Slack, Discord, and AgentMail already provide durable delivery and access controls. > - People also need to reach an agent from Apple Messages and send photos. > - Photon provides shared Pro DMs, dedicated numbers, and authenticated event recovery. > - This pull request connects Photon to the existing channel services. > - People can message an agent while Paperclip retains task ownership and approval authority. ## Linked Issues or Issue Description Subsystem affected Cross-cutting: channel services, shared contracts, database constraints, Apps, and agent Channels UI. Problem or motivation Paperclip has no iMessage channel. A person cannot use Apple Messages to start a task, send a photo, or answer an agent's pending question. Proposed solution Add experimental iMessage Photon with Pro-compatible shared DMs or a dedicated Photon Cloud number per agent channel. Reuse channel admission, identity links, task generations, publication, and interaction continuation. Keep groups disabled for shared allocation. Dedicated lines support groups that an operator explicitly enables. Require a fresh linked message and a published agent response before setup completes. Alternatives considered Shared allocation has no owned phone number, so it reserves one project and allows DMs only. Dedicated allocation reserves one stable number. Local Mac access needs a separate deployment model. The upstream Photon Chat SDK adapter does not persist the poll mappings and send receipts required here. This change uses the lower-level SDK without adding another agent runtime. Roadmap alignment This extends Connected Apps and agent communication through the existing channel subsystem. It does not add a parallel tool connection or agent loop. GitHub searches for Photon and iMessage found no matching provider implementation. Additional context This ships behind the existing experimental channel gate. Dedicated-line release qualification remains incomplete. Real Photon Pro DMs passed task/reply, native poll, text answers, confirmation rejection, media, restart, pause, reconnect, revocation, and removal tests. An operator-supplied iPhone camera HEIC also passed the full round trip. Dedicated groups remain unqualified. See [the verification record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the implementation plan](doc/plans/2026-09-11-imessage-photon.md). ## What Changed - Add the provider catalog entry, shared setup contracts, and a forward migration. A global partial index reserves the dedicated number or shared project until its endpoint is archived. - Add Cloud project inspection, vaulted project credentials, selected-line token renewal, and a leased receiver. Persist checkpoint updates under the receiver lease. Shared project replay accepts sparse increasing sequences only after a complete recovery barrier. - Connect DMs and enabled groups to existing task generations, sender authorization, ordered delivery, and publication services. Keep each iMessage conversation on its task after completion; only explicit `/new` or `/close` releases the binding. Publish committed inbound comments live and label their human bubbles “Sent from iMessage” in both task-chat renderers. - Persist immutable text/file send identities, upload receipts, poll IDs, option IDs, per-person drafts, and canonical interaction continuation proofs. - Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG previews, and related Live Photo companion video retention. - Add the three-step setup flow and channel management surfaces with official branding. Preserve the experimental gate and existing pause/disconnect behavior. - Add interactive production-component Storybooks for setup, access, recovery, and ongoing conversations. Add provider, integration, catalog, and browser regression coverage. Document setup, recovery, supported boundaries, and qualification gaps. ## Verification - Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and receive native Codex replies in Apple Messages. Unlinked senders cannot start work. - Three real follow-ups each reopened the same completed task. Incoming bubbles appeared on its open page without reload and showed “Sent from iMessage.” The third follow-up ran after restarting the server on `4d7222110`; the agent correctly repeated its previous reply from before the restart. - Native polls after restart, sequential text drafts, required-field correction, explicit submission, approval rejection with a required reason, and native continuation passed against Photon. - PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC passed in both directions. The camera photo produced a 3024×4032 JPEG preview. The native agent described it and returned the received HEIC byte-for-byte. - Pause/resume, reconnect, identity revocation, removal, `/status`, `/new`, `/close`, and stale answers after close passed live. Messages suppressed by pause did not become work on resume. Removal stopped intake and removed credential bindings. - All 304 focused tests passed on `4d7222110`. These cover Photon unit/integration behavior, both task-chat renderers, live comment hydration, completed-task continuity after restart, enabled groups, duplicate delivery, and explicit reset/close. The selected Teams completion-boundary regression also passed. Full workspace typecheck/build and token gates passed for the conversation fix; the final UI changes passed their affected typecheck/build and tests. - All 26 new Photon Storybook Playwright cases passed in light and dark themes, including the complete shared-DM setup journey and 390px mobile follow-ups. UI typecheck and the Storybook build passed. These stories use simulated Photon responses and do not replace the live evidence above. - The full chat-adapters browser suite previously passed all 39 cases. Migration checks passed, and migration 0275 applied to the isolated live instance with the earlier Photon migration already applied. - The local full Vitest run was previously interrupted by the host's embedded-Postgres shared-memory limit; it is not a full-suite pass. All 30 applicable CI checks passed on preceding head `7a5419cac`, with two skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit required-story discovery guard to the 26 passing Storybook cases. Greptile rates this final head 5/5 with no unresolved review threads. All 30 applicable CI checks passed, with two optional checks skipped. - A repeated live send key suppressed the duplicate but returned gRPC 6 / SDK `internalError` without an original receipt. Paperclip keeps unknown delivery unresolved. This provider behavior is covered by a regression test. - See [the verification record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package versions, redacted live evidence, deterministic coverage, and remaining qualification gaps. ## Risks - Dedicated group qualification remains unrun; groups are disabled for the approved Pro scope. Real iPhone camera HEIC passed transport, preview generation, agent inspection, and return. Keep the channel experimental; the dedicated-line release matrix remains incomplete. - Shared recovery and attachment aliases were verified against the live gateway. Duplicate writes currently return an error without the original receipt; unresolved sends require operator resolution. The implementation fails visibly on invalid replay ordering, a reset cursor, or changed identity. - The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF binaries have not been executed in this work. Linux musl has no packaged converter. Unsupported conversion retains the original and reports the missing preview. - The migration adds a global reservation across companies for Photon numbers and shared projects. Paused and revoked endpoints keep that reservation until removal. - Integration touches shared channel services. Existing provider browser coverage passes; broad repository verification is recorded above. - `pnpm-lock.yaml` is intentionally excluded under repository policy. The repository bot owns lockfile updates. The additional Superagent supply-chain scan is neutral/inconclusive because these new dependencies are not yet in the committed lockfile. Its security scan passed; all required CI checks pass. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code execution, browser testing, and tool use. The exact served model identifier and context-window size are not exposed in this session. No sub-agents were used. ## 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>	2026-09-12 15:23:50 -05:00
DottaandPaperclip	ab15aff390	feat: add experimental persistent agent chat (#13284 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description Subsystem affected Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. Problem or motivation Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. Proposed solution Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. Roadmap alignment This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## 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>	2026-09-12 08:56:04 -05:00
DottaandPaperclip	f12b647ae8	fix: reliably interrupt and resume legacy message queues (#13275 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A task can collect more messages while its agent works. > - Legacy runners must stop the active process before they can receive those messages. > - The old Interrupt action cancelled the run but could leave the queue idle and hidden. > - Codex could also classify a cancelled run as successful or start a fresh process after cancellation. > - This pull request joins cancellation, preserves the provider session, and dispatches the current queue after cleanup. > - The benefit is reliable interruption with the saved message order, edits, and deletions. ## Linked Issues or Issue Description What happened? Interrupt could strand a legacy message queue. The UI could hide pending messages after the run stopped. A Codex signal exit could race the cancellation write. A stale session warning could also trigger a fresh process after an interrupted resume. Expected behavior Interrupt stops the active turn and sends the remaining messages once, in their saved order. Deleted messages stay deleted. An interrupted Codex turn keeps its session and does not restart itself. Steps to reproduce 1. Assign a task to a legacy Codex agent that runs a long command. 2. Queue three messages. Edit one, discard another, and move the last message first. 3. Click Interrupt in the queue. 4. Repeat the interruption while the resumed session runs another command. Related work: Refs #13160, which moves native queue steering into the wake-queue module. This change fixes legacy interruption and keeps native steering unchanged. ## What Changed - Add a revision-checked, company-scoped endpoint for legacy queue interruption. - Promote only the requested queue after the provider stops and releases its lease. Retry its persisted interrupt intent from the scheduler after a promotion error or server restart. - Keep pending legacy queues visible after a run stops. Use server state for the interrupt result. - Serialize owned process cancellation before classifying the adapter result. Preserve late session and log metadata. Acknowledge cancellation only when an actual process or process group was owned; scheduler placeholders retain their normal release policy. - Send Ctrl-C to legacy Codex. Prevent missing-session fallback once the session has started. - Add cancellation race, multi-actor queue order, durable retry, resume fallback, and stale request regression tests. Document the behavior. ## Verification - Real browser tests passed with legacy Codex CLI and ACP engines, using Codex 0.153.4 and gpt-5.6-sol. - All three automated ACP browser scenarios passed locally: immediate Interrupt delivery, no replay of an unfinished write, and pause requiring Resume. Updated the old test expectation that required a separate “go” after Interrupt. - Browser tests covered queued edits, deletion, reordering, deleting the final message, and repeated interruption. - Two consecutive CLI interrupts kept one provider session. Both stopped processes exited. The final message arrived once. - `pnpm -r typecheck` passed. - `pnpm check:token-gates` passed. - All 346 post-review scheduling, recovery, queue-route, archived-company, worktree-suppression, and stale-queue regression tests passed. - All 318 process-recovery and durable-chat tests passed after the final cancellation guard. - Codex adapter, queue UI, issue-page, and OpenAPI contract tests passed. - `pnpm build` passed. - Full local suite coverage completed with `PAPERCLIP_IN_WORKTREE=false`, using the stable runner and its CI shards: 618 general server suites, all 145 serialized server suites, and all workspace groups. Every failing suite passed a targeted rerun after the fixes, rebuilding the native test fixture, correcting macOS temporary-path setup, or retrying setup/timing failures. Existing skips remain. - The original monolithic run reported failures before the final fixes; its failed suites were rerun rather than rerunning all 618 suites again. The final process-recovery/durable-chat regression run passed all 318 tests. - All CI checks passed for `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`: [run 34654820774, attempt 2](https://github.com/paperclipai/paperclip/actions/runs/34654820774/attempts/2), including typecheck, build, all test shards, E2E, and canary. The signoff and Cursor sandbox tests each hit a timeout in the initial attempt; both suites passed locally, and both failed shards passed their single CI rerun. All three corrected ACP browser scenarios passed in CI. - Greptile reviewed `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`: 5/5, no open review threads. ## Risks Cancellation order affects local adapters. The tests cover signal exits, graceful exits, adapter exceptions, termination errors, and cancellation write errors. Embedded adapters keep their cancellation controls. Ordinary run cancellation and task pause keep their distinct queue policies. No database migration is required. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, browser testing, and code execution. The exact serving model ID and context-window size are not exposed in this session. The live test runner used OpenAI gpt-5.6-sol. ## 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>	2026-09-11 18:26:59 -05:00
DottaandPaperclip	2083bf6f9a	feat(connections): add AgentMail inboxes and email tasks (#13256 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents controlled access to external services. > - Experimental channels already map conversations to tasks and durable work queues. > - Email needs inbox ownership, recipient envelopes, delivery records, and explicit sends. > - This pull request adds AgentMail to that infrastructure and keeps the provider key in the server vault. > - Agents can receive and send email from local or sandbox execution while the board follows each conversation in its task. ## Linked Issues or Issue Description Problem or motivation Agents need dedicated email addresses. Incoming email should become assigned work. Internal task comments and progress must never become outgoing email by accident. Proposed solution Add experimental AgentMail connections, an inbox assignment wizard, durable email intake and publication, task email cards, and authenticated API, CLI, and native runtime actions. Agents use Paperclip credentials to request sends. Paperclip owns the provider key and enforces access and task authority. Alternatives considered A general mailbox MCP connector does not provide durable task binding or publication boundaries. A separate mailbox application duplicates task collaboration. The board instead directs the agent through the normal task conversation. Roadmap alignment This extends the existing experimental connections and task infrastructure. Product scope and interaction design were reviewed with the maintainer. Related connection authority work: #11831 and #11818. The duplicate search found no competing task-based AgentMail integration. ## What Changed - Add AgentMail catalog data, shared contracts, company-scoped email records, and an additive migration. - Add vaulted setup, inbox assignment, access grants, trust guidance, and provider-side allowlist guidance. - Support WebSocket and signed-webhook intake through a shared durable pipeline, deduplication, catch-up, and task wakeups. - Queue explicit new conversations and replies with immutable send intents, idempotency, delivery state, and uncertain-send resolution. - Show inbound and outbound email cards in normal task conversations. Keep internal messages internal. - Add task-scoped CLI actions and the sandbox callback routes required for Daytona execution. - Provide a dedicated AgentMail skill automatically only to agents with active authorized inbox assignments. Keep email instructions out of the universal Paperclip skill. - Advertise connector-owned `agentmail_inboxes`, `agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery` tools only in eligible native sessions. Recheck live authority on execution. - Isolate Codex CLI connector skills by agent and skill revision. Deliver the assigned skill in the run prompt for adapters that use shared skill directories, including resumed turns. Keep automatic skills out of manual persistent sync. Show them as read-only and document the pattern in the connector playbook. - Fix AgentMail health checks that entered local-stdio validation and optional missing Codex credential cleanup in sandboxes. - Add API, pipeline, authorization, sandbox, browser, and Storybook coverage. ## Verification - Live AgentMail testing covered WebSocket intake, signed webhooks, restart catch-up, and a full receive → task → Daytona Codex CLI → explicit reply → Delivered round trip. The reply was verified in the other inbox. The normal task composer also initiated an outgoing email child task. - The connector-skill change was verified in the browser: AgentMail appears once as an automatic, read-only skill with its assigned address. Disabling experimental chat connections removes it; re-enabling restores it. A regression test covers assignment data arriving after library data. - Connector regression coverage passed 178 runtime utility, email integration, skill-route, and heartbeat tests. All 17 Codex execution tests passed, including per-agent skill isolation, model identity, revision changes, removal, and prompt delivery without shared skill files. - After rebasing onto master, all 44 focused email, heartbeat, and native-authority tests passed. All 313 native-session executor tests passed. The UI regression suite passed all 3 tests. These test sets overlap earlier focused runs. - Full workspace typecheck and build passed after the rebase. Token gates passed. Earlier focused Playwright task/setup coverage and the Storybook build also passed. - Native connector tool execution uses deterministic integration tests. Live Daytona qualification used the Codex CLI adapter; the new shared-home prompt fallback has deterministic coverage. - The full repository suite is run by CI. The earlier unsharded local full-suite attempt was stopped after the equivalent CI suites passed and is not reported as a completed local run. Greptile reviewed `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved threads. All server, workspace, serialized server, and browser suites passed in CI. The build job hit a five-second timeout in a runner transport test; both variants and the full 80-test file passed locally with unchanged timeouts. The build passed on retry on the same commit without code or timeout changes. All required CI gates, including the final `ci / verify` and `ci / e2e` summaries, are green on `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`. ## Risks - Email from external senders can start normal agent work. Setup recommends a low-trust agent and AgentMail sender controls. Sender addresses never grant board membership. - Provider timeouts can leave uncertain sends. Retries retain their idempotency key; expired windows require reconciliation or operator resolution. - Connector skills and native tools are assignment-dependent and require current access. Revocation denies retained calls; assignment changes select a new runtime context. - Activation remains behind the experimental-channel setting. The native runner path has deterministic coverage; live Daytona qualification used the Codex CLI adapter. - Schema changes are additive. Inbox ownership is unique across companies. Disconnect preserves provider inboxes and task history. ## Model Used OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context-window size were 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>	2026-09-11 16:56:38 -05:00
Nicky LeachandPaperclip	ad4f0b5867	Fix Codex API key authentication in tests and runs (#13260 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent runtime settings can bind organization secrets to an adapter environment > - Paperclip redacts plain environment values when it returns a saved agent to the UI > - A saved-agent test sent the redacted `CODEX_HOME` value back to the server > - Codex ACP also received the API key without an ACP API-key authentication request > - This pull request restores saved environment values for tests and selects API-key authentication for Codex ACP runs > - The benefit is that Codex agents can test and run with an organization-scoped OpenAI API key ## Linked Issues or Issue Description What happened? Testing a saved Codex agent sent `*REDACTED` as `CODEX_HOME`. Secret normalization rejected that placeholder. Remote Codex ACP runs received `OPENAI_API_KEY`, but session creation stopped with `Authentication required`. Expected behavior* Paperclip must use the saved `CODEX_HOME` value when it tests an existing agent. Codex ACP must select API-key authentication when `OPENAI_API_KEY` is available. Steps to reproduce 1. Create an organization-scoped secret named `OPENAI_API_KEY`. 2. Give a Codex agent access to the secret. 3. Save the agent runtime settings. 4. Test the saved agent again. 5. Run the agent in a remote sandbox through ACP. Paperclip version or commit Reproduced on master before commit `68c17709d7c051a804a416263e2e08920f1dfcb1`. Deployment mode Self-hosted server with a remote sandbox environment. Installation method Built from source. Agent adapter(s) involved Codex. ## What Changed - Send the saved agent ID with adapter environment tests. - Restore redacted plain environment values from the saved agent before test-time secret resolution. - Select the Codex ACP `api-key` authentication method when `OPENAI_API_KEY` is present. - Add focused regression coverage for saved-agent tests and remote ACP launch configuration. ## Verification - `pnpm --filter @paperclipai/adapter-utils exec vitest run src/acpx-engine/execute.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-adapter-validation-routes.test.ts` - `pnpm --filter @paperclipai/ui exec vitest run src/lib/test-agent-setup.test.ts` - `pnpm -r typecheck` - `pnpm test:run` - `pnpm build` - `git diff --check` ## Risks - Low risk. The test route reads saved configuration only when the request supplies a compatible agent ID and the caller can update that agent. - The Codex ACP change applies only when `OPENAI_API_KEY` exists and no explicit `DEFAULT_AUTH_REQUEST` exists. - There are no schema migrations or telemetry 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 with `gpt-5`. The context-window size is not exposed in this runtime. The model used reasoning, repository search, file editing, command execution, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 13:58:29 -07:00
DottaandPaperclip	7b829efdf6	feat: show tasks created from a task by project (#13241 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A task can cause an agent to create more tasks. > - Those tasks can belong to other projects or have another parent. > - The subtask view does not show all work created from the current task. > - This pull request adds a Tasks tab with separate subtask and creation groups. > - Operators can follow created work without changing its parent or project. ## Linked Issues or Issue Description Problem or motivation Operators need to see all work that an agent creates while running for a task. Parentage alone does not describe this relationship. Legacy and native runs must follow the same rules. Proposed solution Show all subtasks in one section. Separately group tasks created from the source task by their current project, with a No project group when needed. A created subtask appears in both sections. Use saved run context and recorded creation activity to find the source task. Alternatives considered Making all created tasks children would change their hierarchy. Removing overlap between sections would hide the creation relationship. This change keeps the two memberships separate. Roadmap alignment This extends the existing Activity log & action attribution capability. It does not add a new roadmap area. Related PR: #9727 adds a stored source-task field and inbound attribution UI. This PR adds the outgoing task list using existing run and activity records and does not require that schema change. ## What Changed - Add a company-scoped createdFromIssueId filter to issue lists. - Save the actor run during task creation, including legacy child-helper calls. - Recover historical run attribution from creation activity when the origin run is absent. - Render the production Tasks panel with all subtasks and independently grouped created work. - Keep progress only for subtasks. Add folding, hover fades and project links. - Fetch all result pages and refresh on issue activity. Show load failures with Retry. - Add database, API, UI and pagination tests, design-guide examples and Storybook pages. ## Verification - Before rebase: 158 targeted tests passed. Workspace typecheck, UI/server builds, Storybook build and token gates passed. - After rebase: full workspace typecheck and build passed. The cursor fix passes 26 focused tests and UI/server typechecks. - The full local test command completed its general-server group with 10,563 passing tests and two failures: a missing native-runner fixture and a concurrency-test timeout. Building the fixture and rerunning both affected files passed all 41 tests. The local command stopped before its remaining groups; all corresponding GitHub test shards passed on the submitted head. - GitHub checks on commit `3b4bf0bd8`: 31 passed, including the aggregate CI gate, all server/workspace/browser test shards, typecheck, build, runner verification, canary dry run, policy and security checks. Two conditional Storybook jobs were skipped by the workflow. - Greptile reviewed commit `3b4bf0bd8` at 5/5 with no unresolved comments. - Open Storybook at UX Labs / Tasks Created From a Task / Full Task Page. Check that a created subtask appears in both sections. Fold each group and use a project link. Check the No project group and first-task arrival story. ## Risks - Old tasks without a saved origin run or attributed creation activity cannot be linked to a source. The code does not infer a source from a shared creator or a comment. - The new list filter reads run and activity records. Source, run, activity and result stay within the requested company. - Task creation now saves the actor run when no explicit origin run is supplied. Existing explicit origins remain unchanged. No database migration is required. ## Model Used - OpenAI GPT-6 through Codex. The runtime identifies the model family as GPT-6 but does not expose a more specific model ID or context-window size. Used reasoning, repository tools, code execution and browser inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with 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>	2026-09-11 12:39:08 -05:00
DottaandPaperclip	889947c238	feat: add experimental native chat connectors (#13038 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is 5/5, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes all 24 jobs, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal squash auto-merge is enabled as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## 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>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	8cfd30fb07	feat(ui): add composer Stop and simplify task controls (#13104 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task composer is where operators direct running agents. > - Operators need to stop work without leaving the conversation. > - Existing pause controls already hold task trees and interrupt both runner types. > - This pull request connects the composer to those controls and removes repeated feedback. > - Operators can pause work quickly and still queue messages while agents run. ## Linked Issues or Issue Description What existing behavior does this improve? Task pause, resume, and cancellation in the task page and composer. Current behavior The empty composer cannot stop a running task. Task controls require extra confirmation and reason text. Pause can show several notifications for the task already on screen. Proposed behavior Show Stop while this task runs and the composer is empty. Text or attachments switch it to Send. Stop and the menu use the same manual pause hold. Parent pauses include descendants. Keep task cancellation in the menu with a compact confirmation. Show one quiet pause row and gray cancelled-run details. Reason and benefit Operators can interrupt execution with one click. Drafts and queued messages keep their existing behavior. The UI waits for actual termination, including native cancellation acknowledgment. Breaking changes No endpoint, schema, or task-status change. Pause no longer asks for confirmation or a reason. Resume now honors the existing wake-agents option. Task notifications are suppressed for the task and subtree currently in view. Related UI work: #8228 changes navigation and composer shortcuts. This PR covers execution controls. No duplicate Stop-button PR was found. The change improves existing controls and does not duplicate a roadmap milestone. ## What Changed - Add Stop, pending feedback, duplicate-click protection, and inline errors to the composer. - Share the pause mutation across the composer, active-run controls, and menu. - Poll affected runs after a pause request. Require native cancellation acknowledgment. - Remove pause confirmation and shared reason fields. Reduce cancel confirmation to its task count and actions. - Honor wake-agents for executable tasks only. Preserve the pause when recovery review is needed; show partial wake failures inline. - Preserve explicit legacy reconciliation decisions while their continuation waits for dispatch. - Suppress notifications for visible task trees. Use quiet pause and cancellation feedback. - Add interactive stories using production controls and native/legacy end-to-end tests. ## Verification - User reviewed the running feature and revised Storybooks in the browser. - Rebased focused checks passed: 295 original targeted tests, 161 updated route/page/notification/status tests, and 26 recovery integration tests. - Both isolated runner journeys pass on the final revision (1.7 minutes). Coverage includes queueing, parent and child interruption, persisted holds, no automatic continuation, reconciled resume, cancellation, terminal exclusions, and no Stop toast. - Native coverage uses real runnerd with a deterministic provider fixture. Legacy coverage checks actual process termination. Live hosted-provider execution was not tested. - Repository typecheck and build, Storybook build, and token gates passed after rebase. The final server typecheck/build also passed. - The broad local run completed its general-server stage with 7,219 passing tests, 48 skipped, and two failures from cached pre-fix source and a stale native provider fixture. Both failed tests pass in fresh final-head reruns after rebuilding the fixture; the script did not continue to its later local stages. CI runs all test groups on the final revision. - Final revision: all 31 applicable CI checks passed; Storybook visual regression was skipped by its workflow conditions. Greptile: 5/5, zero unresolved comments. - Review `Tasks / Execution Controls` in Storybook. Type and clear a draft, stop a run, expand cancellation details, and test the menu on desktop and mobile. ## Risks - Stop pauses descendants for a parent task. This is the existing pause contract. - A held task can remain active if interruption fails. The UI shows an error instead of claiming termination. - Resume can start multiple assignees when wake-agents is selected. Backlog, blocked, and terminal tasks stay excluded. Existing execution reconciliation remains mandatory where required; Resume never invents action-outcome evidence. - Notification suppression uses the visible task and cached subtree. Notifications for unrelated work remain enabled. ## Model Used OpenAI GPT-6 through Codex. The exact runtime snapshot and context-window limit are not exposed in this session. Used reasoning, tool calls, code execution, and browser inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with 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>	2026-09-09 12:18:56 -05:00

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