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999 Commits
Author SHA1 Message Date
DottaandPaperclip d30902f38d fix(ui): pass AA contrast on the recovery disclosure and stop mobile row overflow
Two defects from the the design review design review of the recessed recovery
treatment (the accessibility follow-up).

Contrast: the "Details" / "Hide details" hint used
`text-muted-foreground/70`, which measures 2.71:1 in light and 4.20:1 in
dark against the surfaces this line renders on — a serious axe
`color-contrast` violation at 12px. The hint now inherits the button's
undiluted `text-muted-foreground` (4.73:1 light, 7.63:1 dark, and 4.53:1
against the `hover:bg-muted/50` wash) and carries its subordinate rank by
weight instead of by contrast, so the quiet-vs-warning hierarchy is
unchanged.

Overflow: at 390px the row painted the recovery chip twice — once in the
`sm:hidden` leading cluster and again beside the identifier, where the
copy had no desktop gate. Because badges are `whitespace-nowrap
shrink-0` inside a cluster with no `min-w-0`, that duplicate is what
pushed the document from 390px to 403px and carried the chip past the row
boundary. The identifier-side copies are now gated `hidden
sm:inline-flex`, with a `max-w-(--sz-12rem)` ceiling and a truncating
label as backstops against a future longer label.

Verified in Chromium against the built storybook, with negative controls
that re-introduce each old treatment in-page to prove the harness is
sensitive to what it clears: 19/19 checks — 390px light/dark documents
stay at 390px (control reproduces the overflow), axe reports zero
contrast violations on the disclosure in both themes (control is flagged
serious at 2.71/4.17, matching the computed ratios), desktop labels and
Enter/Space disclosure behaviour unchanged.

Also pins each `InboxRowChips` story row to the state it demonstrates:
post-liveness the fixture's live `executionRunId` had collapsed several
rows into `observe_only`, leaving no `in_progress` row and hiding the
widest label ("Workspace recovery needed") the row must survive.

pnpm check:token-gates clean; 134 focused Vitest tests pass.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 19:19:38 +00:00
a88bde1def fix(ui): label the deliberate-wait recovery kind from the recovery classification change
the recovery classification change added `deliberate_wait_without_target` to
`ISSUE_RECOVERY_ACTION_KINDS` without updating its UI consumer. The two
`Record<IssueRecoveryActionKind, string>` maps in the recovery card are
exhaustive, so the two branches typechecked in isolation but broke the
moment they met:

  IssueRecoveryActionCard.tsx(117,7): error TS2741: Property
  'deliberate_wait_without_target' is missing ...

Give the kind first-class copy instead of letting it fall through to the
generic `missing_disposition` headline. Per the spec this kind means a run
stopped to wait on something that does not exist, and the original owner
gets bounded disposition-repair attempts — so while one of those attempts
is live or queued the display derivation already resolves it to the
recessed `in_progress` state, which is exactly this task's thesis. No
derivation change was needed; the liveness logic is kind-agnostic.

Prevention: the break was invisible to both branches' own test runs, so add
a guard that renders every kind in the shared union and asserts each gets
distinct, non-empty copy. Verified by mutation — pointing the new kind at
the generic headline fails the guard.

Verified: tsc clean, 218 UI tests across 9 affected suites, the recovery back end's
disposition-repair server suite, and all three token gates clean.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 19:19:38 +00:00
610bd160a8 feat(ui): render liveness-aware recovery as a recessed in-progress state
Recovery surfaces classified nearly every active action as `needed`, so a
task showed a prominent amber "Recovery needed" warning even while a
recovery owner was already running it.

Make the display derivation liveness-aware. `deriveRecoveryDisplayState`
now takes optional `RecoveryLivenessSignals` (recovery-owner run, source
live run, queued wake, live continuation) and resolves the five display
states against them:

- a live/queued run owned by the recovery owner is `in_progress`, which
  outranks escalation — the escalation already found an owner
- a newer durable source-owner run folds the action to `observe_only`
  rather than leaving a stale call to action
- prominent amber/red is kept only for `needed` (no owner/path) and
  `escalated` (a decision is genuinely required)

Recessed states render as `RecoveryProgressLine` — an expandable
"Recovery in progress · CTO" row that reveals the existing recovery card
on toggle, so evidence and resolve actions stay inspectable without a
second prominent surface competing for attention.

Applied across the recovery card, issue rows, active-agents panel,
blocker indicators, blocked inbox chips, the workspace recovery surface,
and both the classic and chat-style task threads.

Verified: 349 focused UI tests pass across 16 affected suites, tsc clean,
and `pnpm check:token-gates` reports all three gates clean.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-08-15 19:19:38 +00:00
TonioandClaude Opus 5 38752c4e5e fix(ui): clear account-scoped query caches on sign-out (#11380)
Sign-out invalidated two query keys - the auth session and health - and left
everything else in the cache. `invalidateQueries` also keeps serving the old
data while it refetches, so it was insufficient even for the two it did touch.
The company list was never touched at all, which is how one account's
companies could still be in hand when the next account signed in.

The self-hosted path now resets every account-scoped entry. Scoping is an
allowlist of instance-scoped roots rather than a list of things to clear, so a
query key added later is account-scoped unless someone deliberately says
otherwise - forgetting this file fails closed.

`health` is the only exemption. It carries deployment mode, bootstrap state
and Cloud metadata, nothing account-scoped, and `useCloudInstance` observes it
with `enabled: false` and leaves the fetch to CloudAccessGate. Dropping the
entry would strand every such observer on `null` until the gate happened to
refetch, flipping Cloud instances into their self-hosted rendering mid
sign-out. It is refreshed in place instead.

`resetQueries` rather than `removeQueries`: removal empties the cache without
notifying the observers already subscribed, so a mounted `useQuery` keeps
returning its last result until an unrelated re-render rebuilds it.
CompanyProvider sits above the router and stays mounted across the whole
sign-out and sign-in cycle, so that is the common case here rather than a
corner one. Reset notifies them, so the old data leaves the cache and
everything reading it.

The cloud path is untouched: it is a top-level navigation, and the document
reload builds a new QueryClient with nothing left to clear.

This is the root cause behind the onboarding draft-ownership gate added in
#11382. That gate stays, and its comment now says why: this fix covers the
sign-out button, not the question. An account can change without it - a
session lapsing server-side, a second account signing in on a warm tab, a
caller supplying the company context from somewhere else - so the gate stays
independent rather than deferring to this.

ui typecheck clean; full ui suite 4014 pass, with only the timezone-dependent
IssueProperties failure already present on master.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 07:55:14 -07:00
6542ad1f4d fix(onboarding): carry an existing company's mission into the wizard (#11416)
Ports the substance of #11259, which predated the recent onboarding work and
was still open. One of the parts it solves is a regression #11352 introduced.

A company that already has its mission opens on the agent step, which is the
point of #11352. What that missed is that the mission field is filled only by
the step being skipped, and that the field is not decoration:
`composeCeoInstructions` seeds the lead agent's instructions from it, and the
Review checklist reads it. So every Cloud-seeded company hired its lead agent
with no Mission line at all, having been routed there precisely *because* it
had a mission. Before #11352 those companies dead-ended on the mission step; a
dead end became a quiet data loss, which is worse, because it completes.

`selectExistingCompanyMission` reads the company's own goal back into the shape
the mission field holds, and the wizard hydrates from it - only when the field
is empty, so a customer editing their mission is never overwritten by the
stored copy. The marker recording that hydration travels with the field it
describes, cleared wherever `companyGoal` is.

`isExistingCompanyMissionUnresolved` holds the hire while that read is
outstanding, counting an in-flight refetch over cached goals as unresolved.
That is the rule #11382 settled on a day earlier for a different consumer -
`isFetching`, not `isLoading`, because retained data is not an answer to the
question being asked now. #11259 had it first, on 11 August.

`canGoBackFromOnboardingStep` and `canJumpToOnboardingStep` bound how far back
a run can walk by the step it entered on. The Back button already applied that
rule inline; the progress bar applied only the "already completed" half, so a
run holding a company could still jump to step 1 - the step whose job is to
create one. The entry step is captured once, when the wizard opens, for the
same reason the step itself is.

`planMissionPersistence` came with them and turned out to be required rather
than tidying. Hydration sets `createdCompanyGoalId` from the company's existing
goal, and confirming the mission read that id as "already written" and skipped
the write, discarding the customer's edit. That skip was safe only while the id
could arrive one way - by writing. A goal in hand now means update it.

Each piece was checked by removing it and confirming a specific case fails.
The hydration case asserts on `saveInstructionsFile`'s content, the actual
consumer, rather than on the mission textarea, because the entry path never
renders that field and the navigation bound now prevents reaching it. One
caveat recorded rather than smoothed over: the reopen case fails only when
both marker-clears are removed, since `reset()` also clears the company id and
the next introduction routes through `clearCompanyScopedState`. They are kept
as one invariant rather than one guard plus a coincidence.

ui typecheck clean; full ui suite 4004 pass. Two failures remain, in
IssueProperties and StatusCards/format; both are date-dependent, both
reproduce on master with these changes stashed, and neither file is touched
here.

Co-Authored-By: Jannes Stubbemann <stubbi@users.noreply.github.com>
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 01:42:03 -07:00
TonioandClaude Opus 5 484b1f626c fix(onboarding): verify draft ownership against a list fetched this session (#11382)
#11370 stopped onboarding restoring a saved draft when the company list had
*errored*. It still trusted the list when the list looked healthy — and the
wider door was exactly that. `main.tsx` sets `staleTime: 30_000` app-wide and
`Auth.tsx` invalidates rather than resets on sign-in, so `invalidateQueries`
keeps serving the previous account's companies with `isLoading` false and no
error at all. On a self-hosted instance, where sign-out does not reload the
page, signing in as a second account in the same warm tab could restore the
first account's draft. No request had to fail.

The wizard now judges ownership against a list it fetched for the current
session: its own `useQuery` on the shared key with `staleTime: 0`, gated so it
runs only when a parseable draft exists and adds no request otherwise.

Every clause of that gate earns its place, and each was verified by removing
it and watching a specific case fail:

- `isSuccess` ties the answer to this session. React Query retains the last
  good `data` when a refetch fails, so after an account switch the retained
  value is the previous account's list; a failed refetch flips status to error
  and this rejects it.
- The `unauthorized` check catches the opposite error. `companiesListQueryOptions`
  folds 401 and 403 into `{ companies: [], unauthorized: true }` rather than
  throwing, so an auth blip arrives as a *successful* empty list and would
  otherwise read as "this account owns nothing" and delete the draft.
- The mount gate keys on `isFetching`, not `isLoading`. `isLoading` is false
  whenever retained data exists, so a refetch over a warm cache mounted the
  wizard undecided — and with the wizard open, the persist effect overwrote
  the customer's own draft with defaults before the answer arrived. It still
  releases on failure, so the "Get Started" dead end stays fixed.
- An unreadable draft is judged, and cleared, before any of the above, and
  does not enable the query at all.

`isFetchedAfterMount` was in an earlier revision and is deliberately not here:
it is true after a failed refetch too, so it rejects nothing `isSuccess` has
not, and no test could distinguish it.

Worth recording how the first defect survived a check. I fault-injected it,
saw a test fail, and concluded the guard worked. It was failing for an
unrelated reason — the inner wizard mounted during the fetch and locked its
state initializers to defaults, so the draft could not appear whatever the
gate decided. Fixing the mount gate exposed the real behaviour. An injection
is only evidence if the failure it produces is the one being claimed.

This narrows onboarding only. The general fault is that a sign-out leaves
account-scoped caches in place, and account changes that skip the button —
a session lapsing server-side, a second account in a warm tab — reach the same
stale list. Tracked separately; this defence should not be removed as
redundant when that lands.

ui typecheck clean; full ui suite 3963 pass, with only the timezone-dependent
IssueProperties failure already present on master.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 22:59:41 -07:00
DottaandClaude Opus 5 8ee1fb21a6 feat(ui): badge the review policy when it constrains approval (#10938)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents move their work into review, and a reviewer must then give a
verdict on it
> - By default anyone with write access can give that verdict, including
the agent that did the work
> - The server can constrain that default per issue with a
`reviewPolicy` column, but no screen showed the value
> - A reviewer could therefore press Approve on a review that the server
refuses, and get a 403
> - This pull request shows the policy as a badge on the two surfaces
where a person gives a verdict
> - It also makes an agent verdict read as a verdict in the activity
timeline
> - The benefit is that a reviewer sees who can approve before they try

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The description below
follows
`.github/ISSUE_TEMPLATE/enhancement.yml`.

**What existing behavior does this improve?**

The issue review flow. A reviewer cannot see the approval constraint on
an issue
before they give a verdict.

**Subsystem affected**

Web UI (`ui/`), with one supporting change in the server attention
service.

**Current behavior**

The server stores an optional approval constraint for each issue in a
`reviewPolicy` column. The column has three meaningful states: the
default
(`NULL` or `anyone`), `not_creator`, and `human_only`. The server
enforces the
constraint when it receives a verdict.

No screen shows the value. Two problems follow:

1. A reviewer presses Approve on a review that the server refuses. The
server
   answers 403, and the reason is not visible on the card.
2. An agent that accepts or rejects a review renders in the activity
timeline as
the raw action id, for example "issue thread interaction accepted". A
person
   who reads the timeline cannot tell that a verdict was given.

**Proposed behavior**

Show the constraint as a read-only badge on the two surfaces where a
person
gives a verdict. Show no pixels for the default state, because the
default is
what every issue already does. Make an agent verdict read as a verdict
in the
timeline.

Only agents set the column today, so this change adds no control to set
it.

**Reason and benefit**

A reviewer sees the constraint before they act. This prevents the 403,
and it
removes the need to explain the 403 afterwards. The timeline also
becomes
complete, because it now shows agent verdicts and human verdicts in the
same way.

**Breaking changes**

None. The change adds a badge and changes copy. It adds no column, no
endpoint,
and no request.

**Additional context**

The server-side column and the verdict enforcement landed earlier in
#10931.
This pull request is the user interface for that column. The default
state stays
unchanged on screen, so the badge appears on a small number of issues.

## What Changed

- **A read-only "Approvals" row** in the issue Execution properties. The
row
renders *only* for a constrained policy: "Anyone else" (`not_creator`)
or
"Human only" (`human_only`). A `NULL` or `anyone` column adds no row, so
the
  panel is untouched on the overwhelming majority of issues.
- **The same badge on the stalled-review card** in `/decisions`, above
the three
review verbs. A reviewer now sees the constraint before they press
Approve.
  The condition is the same, so the default card is unchanged.
- **Agent verdicts read as verdicts in the activity timeline.** An agent
that
accepted or rejected a review request previously rendered the raw action
id
("issue thread interaction accepted"). It now reads "approved the
request". A
  stalled-review decision names the verb that the actor chose.
- **A cleared policy reports as "anyone", not "none",** in the
field-change
receipt. The `reviewPolicy` column is nullable by default, so an absent
value
  is a real setting rather than a missing one.
- **All copy comes from `ui/src/lib/review-policy.ts`.** Its badge
lookup returns
`null` for the default. This makes "no pixels for the default" one
enforced
decision instead of a condition repeated at each call site. It also
keeps the
  badge, the activity line, and the receipt reading alike.
- **The server attention service carries the policy** on the review
attention
  subject, so the stalled-review card can read it.

## Verification

Automated tests:

- `ui/src/lib/review-policy.test.ts` — the default returns no badge,
however the
column spells it (`null`, `undefined`, `"anyone"`). An unrecognised
policy from
  the wire shows nothing rather than leaking an enum value.
- `ui/src/components/AttentionQueueRow.test.tsx` — no badge on the
default card,
and the verbs still render. Suppression of the badge must not suppress
the card.
- `ui/src/components/IssueProperties.test.tsx` — no Approvals row on the
default.
  The constrained row contains no `button`, so nothing there can PATCH.
- `server/src/__tests__/attention-service.test.ts` — the review
attention subject
carries the policy, and subjects built from narrower selects do not
claim one.

Run them with:

```sh
pnpm vitest run ui/src/lib/review-policy.test.ts \
  ui/src/components/AttentionQueueRow.test.tsx \
  ui/src/components/IssueProperties.test.tsx \
  server/src/__tests__/attention-service.test.ts
```

Manual steps:

1. Open an issue that has no `reviewPolicy`. Confirm that the Execution
   properties panel shows no Approvals row.
2. Set the column to `not_creator`. Reload the issue. Confirm that the
Approvals
   row reads "Anyone else", and that the row has no control.
3. Move that issue into review. Open `/decisions`. Confirm that the
stalled
   review card shows the same badge above the review verbs.
4. Let an agent approve the review. Confirm that the activity timeline
reads
   "approved the request" and not "issue thread interaction accepted".

Screenshots were captured at 1440x900 and 390x844, in light mode and
dark mode,
with the three policy states side by side. The leftmost column in each
capture is
the default. It carries no badge and no extra row.

## Risks

Low risk.

- The change is additive on screen. Every new surface is behind a
constrained
  policy, so the default path renders exactly as before.
- The badge is read-only. It has no control and sends no request, and a
test
  asserts that the row contains no `button`.
- An unknown policy value from the wire renders nothing. It does not
render the
  raw enum.
- No migration, no schema change, and no endpoint change.

## Model Used

Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context
window,
with extended thinking and tool use enabled. Used through Claude Code
for the
implementation, the tests, and this description.

## 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: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-14 20:29:36 -04:00
TonioandClaude Opus 5 35a9b98733 fix(ui): theme the onboarding wizard decorative panel instead of hardcoding dark (#11379)
The onboarding wizard's decorative right-hand panel, which holds the ASCII
paperclip illustration, hardcoded a near-black surface. `ThemeContext`
supports light and dark and follows `prefers-color-scheme`, so in light mode
a new customer met the product as a pale form beside a solid black rectangle
— on the one screen meant to introduce it. The glyphs inside already used
`text-muted-foreground`, so the panel was the only part ignoring the theme.

It now uses the paired `bg-muted` surface, which is defined in both themes
(`oklch(0.97 0 0)` light, `oklch(0.269 0 0)` dark), so the illustration reads
as ink on a surface either way and follows any future theme without another
fix.

The guard for it asserts the complete set of `bg-` classes on the panel is
`["bg-muted"]`, anchored to the `<AsciiArtAnimation />` wrapper rather than
scanning the file. Forbidding specific spellings is what failed here
originally: the first version checked `bg-[#rrggbb]` and silently stopped
guarding anything once master migrated the class to `bg-(--hex-1d1d1d)`.
Naming what is allowed cannot decay that way, and it catches named colours
like `bg-black` that no spelling list covered.

Lands the work from #8982 by @stubbi, whose two commits are included
unchanged with their authorship. The rebase and the guard are mine.

Tested: ui typecheck clean; both theme cases fail against four spellings of
the regression — `bg-(--hex-1d1d1d)`, `bg-[#1d1d1d]`, `bg-black`,
`bg-zinc-900` — where the original caught only one and my first widening
caught two. Full ui suite 3958 pass, with one timezone-dependent
IssueProperties failure present on master. All CI gates green; Greptile 5/5.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 12:06:20 -07:00
DottaandPaperclip 8cb0ce0de5 fix(ui): restore queued message interrupt action (#11374)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task thread lets an operator add guidance while an agent run is
active
> - A new message can wait behind that active run as a queued message
> - The classic task view lets the operator interrupt the target run
from that queued message
> - The redesigned task view did not expose the same action
> - This pull request restores the action and keeps it bound to the
exact target run
> - The benefit is that operators can apply urgent guidance without
switching task views

## Linked Issues or Issue Description

**What happened?**

The redesigned task view showed `Queued` for a queued operator message,
but it did not show the existing interrupt action.

**Expected behavior**

The queued message must show `Interrupt` next to `Queued`. The action
must stop the exact run that the message is waiting behind.

**Steps to reproduce**

1. Open a task in the redesigned task view while an agent run is active.
2. Send a new operator message so it enters the queued state.
3. Observe that the queued message has no interrupt action.

**Paperclip version or commit**

`bc0b5a1642`

**Deployment mode**

All deployment modes that use the redesigned task view.

## What Changed

- Preserve persisted queued state and the target run ID in the
redesigned thread model.
- Render a token-compliant `Interrupt` action beside the queued state.
- Reuse the existing exact-run interrupt callback and show a disabled
`Interrupting…` state during the request.
- Keep an assigned queue target immutable so an in-flight comment cannot
rebind its interrupt action to a replacement run.
- Add regression tests for persisted queued messages, replacement-run
races, and the in-progress action state.
- No documentation update was required because this restores existing
behavior.

## Verification

- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx`
- `pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx
ui/src/components/task-chat/task-chat-adapter.test.ts
ui/src/pages/IssueDetail.test.tsx -t 'queued message actions|queues
messages against a queued live run and interrupts that exact
run|commentsToTaskChatItems'`
- `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx -t 'queued
message|queues messages'`
- `pnpm exec vitest run ui/src/pages/IssueDetail.test.tsx` (52 passed)
- `pnpm -r typecheck`
- `pnpm test:run` (all server and UI groups passed; the CLI group passed
after inherited static AWS credential variables were omitted)
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest
run cli/src/__tests__/secrets.test.ts`
- `pnpm build`
- `pnpm check:token-gates`

## Risks

Low risk. The change only adds an action to queued messages that have a
target run and an interrupt callback. Messages without both values keep
the current rendering.

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

## Model Used

OpenAI Codex with GPT-5. The runtime does not expose a more specific
deployment ID or context-window size. The model used reasoning,
repository tools, code execution, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 14:26:18 -04:00
TonioandClaude Opus 5 66515582e4 fix(onboarding): do not restore wizard state for a company the user does not own (#11370)
Onboarding persists a draft to `localStorage`, including `createdCompanyId`.
That key is scoped per browser origin, not per account, so a browser that has
already run onboarding hands the stored company id to the next session on the
same origin — whoever is signed in. Every downstream call then targets a
company that account may not own: goals, agents and issues are created there,
and requests fail with authorization errors.

`restoreOnboardingState` now returns a saved draft only when the signed-in
account owns the company it names. Otherwise the draft is discarded and the
stale blob removed.

The wizard splits into a gate and an inner component because the inner one
has ~20 `useState(saved?.x ?? default)` initializers, and an initializer runs
only on the first render. Mounting before the restored draft is final locks
every field to its default with no way back, so the gate waits for the
company list while it is loading.

Ownership is judged only against a list that actually answered. Any company
query error makes it undecidable, whatever the list contains — the companies
cache is not account-scoped and survives sign-out, so a failed refetch after
an account switch can leave the previous account's companies in hand, and
trusting a non-empty list there would hand one account's draft to the next.
Nothing is restored and nothing is deleted in that state; the next successful
load decides.

Judging the draft and mounting the wizard are separate questions. The gate
withholds the wizard only while the list is *loading*, never on error: the
companies query sets `retry: false`, and with no companies the dashboard
offers a "Get Started" button wired to onboarding, so blocking there would
make that button do nothing at all. Mounting costs the draft nothing, because
the persist effect is itself gated on the wizard being open.

All four draft-storage call sites — read, write, cleanup, reset — go through
one guarded helper. Storage access throws outright where a browser denies it,
and each site sits in a render, an effect or a close handler, so an escaping
exception took down something the customer was using.

Lands the work from #9900 by @stubbi, whose two commits are included
unchanged with their authorship. The rebase, the error-path handling and the
storage guards are mine.

Follow-up filed separately: sign-out should remove account-scoped cached data
rather than invalidating two keys. This change is defensive and protects
onboarding only.

Tested: ui typecheck clean; 73 pass across the seven onboarding suites; full
ui suite 3952 pass, with one timezone-dependent IssueProperties failure
present on master in a file this does not touch. All CI gates green;
Greptile 5/5.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 11:08:48 -07:00
TonioandClaude Opus 5 bc0b5a1642 fix(ui): onboarding wizard keeps an invisible disabled adapter selected (#11371)
The wizard defaults `adapterType` to `claude_local`, and a saved draft can
name any adapter. The grid only renders adapters the server has enabled, so
on an instance where the held adapter is disabled nothing appears selected
while the wizard still holds it — and the first agent is hired on an adapter
the deployer turned off, which can never acquire a lease.

The selection now snaps to the first enabled, non-coming-soon adapter
whenever the held one is not visible, and adapter-specific model defaults
follow it.

The snap waits for the adapter registry to load. External adapter types are
registered into the UI registry only once the adapters query resolves, so
before that a saved external adapter is indistinguishable from a disabled
one — snapping on that transient list would replace the customer's choice
with a built-in and the persist effect would write it down. This gate fails
closed, unlike the fail-open gates in onboarding, because the directions of
harm are opposite: acting early silently rewrites a saved answer, while
waiting merely leaves the selection alone, which is the behaviour that
existed before the snap did.

The test file is named `OnboardingWizard.adapters.test.tsx` rather than
`OnboardingWizard.test.tsx`, which is the name #11370 uses for its restore
gate. Both merged cleanly onto master alone but collided with each other on
add/add, and nothing in either status showed it.

Lands the work from #9900's sibling, #9501, by @stubbi, whose commit is
included unchanged with their authorship. The rename and the registry gate
are mine.

Tested: ui typecheck clean; 51 pass across the adapter, hook, dialog,
config-form and wizard-step suites, including the other callers of the
adapter hook since that module changed. All CI gates green; Greptile 5/5.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 10:27:59 -07:00
DottaandPaperclip d2665ff6b4 fix(ui): align the mobile task chat composer with the thread (#11296)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task thread is where people read work and guide agents.
> - The mobile composer should use the same content width as the thread.
> - The composer kept the desktop 80% width on mobile, so its edges did
not align with the thread.
> - Long assignee-aware placeholder text could also clip inside the
mobile editor.
> - Some extracted style tokens used legacy HSL wrappers around complete
semantic colors, which made those declarations invalid.
> - This pull request makes the composer full width on mobile, preserves
the narrower desktop layout, wraps the placeholder, and repairs the
invalid color compositions.
> - The benefit is a stable mobile composer that aligns with the task
thread and keeps its intended visual styles.

## Linked Issues or Issue Description

Related work: Refs #11263.

**What happened?**

At mobile widths, the task chat composer used the same 80% width as the
desktop composer. Its horizontal edges did not align with the full task
thread. A long assignee-aware placeholder could clip on one line. The
composer's extracted shadow also used a legacy `hsl(var(...))` wrapper
around complete semantic color values, so the browser could reject the
declaration.

**Expected behavior**

The composer must match the task thread width on mobile. It must stay
narrower on larger screens. Long placeholder text must wrap inside the
editor. Semantic color tokens must form valid shadows and gradients.

**Steps to reproduce**

1. Open a task with the chat-style thread on a mobile viewport.
2. Compare the composer edges with the task thread edges.
3. Select an assignee whose placeholder text wraps to two lines.
4. Inspect the computed composer shadow and the extracted semantic color
styles.

**Paperclip version or commit**

The change is based on `dc6fcd1ff1` from `master`.

**Deployment mode**

Local build from source. The behavior also applies to packaged web
builds.

## What Changed

- Made the task chat composer full width below the medium breakpoint and
kept the 80% desktop width.
- Matched the composer dock padding to the task thread padding.
- Allowed long composer placeholders to wrap and reserved enough mobile
editor height for two lines.
- Replaced invalid legacy HSL wrappers around full semantic colors in
extracted shadows, gradients, and approval styles.
- Added a token gate that prevents legacy `hsl(var(--token))` wrappers
from returning.
- Added focused regression tests for responsive width, padding,
placeholder wrapping, mobile height, and semantic shadow validity.

## Verification

- `pnpm check:token-gates` — all four gates pass.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/TaskChatThread.test.tsx
src/components/task-chat/TaskChatComposer.test.tsx
src/components/task-chat/TaskChatComposerStyles.test.ts` — 37 tests
pass.
- `pnpm --filter @paperclipai/ui typecheck` — passes.
- `pnpm --filter @paperclipai/ui build` — passes. The build prints
existing CSS optimizer and bundle-size warnings.

## Risks

- Low risk. The width change is limited to the mobile breakpoint. The
desktop 80% layout remains in place.
- The semantic token fixes can affect shadows and gradients that were
previously invalid. The new gate prevents the invalid wrapper pattern
from returning.

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

## Model Used

- OpenAI Codex with `gpt-5.6-sol`. The context-window size is not
exposed in this environment. The model used reasoning, repository tools,
code execution, and GitHub tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 12:53:11 -04:00
TonioandClaude Opus 5 d95340b0b8 feat(ui): send a company with no agent into onboarding, at the right step (#11352)
A company with no agent cannot do anything: no runs, no tasks, nothing to
show. The dashboard says so in a banner with a link, which asks the customer
to notice a problem the product can fix for them. It is worse for a company
created by Paperclip Cloud: Cloud creates the company before the tenant
boots, so the companyless redirect never runs, and the customer arrives on an
empty dashboard straight out of a signup flow that already asked for a
mission.

The dashboard now opens onboarding when the agent list has loaded and is
empty, and onboarding opens on the agent step when the company already has
its mission — read from the company-level goal the seed writes, under the
query key the launch path already uses, so it shares a cache entry rather
than adding a fetch.

The step is decided once. `initialStep` is derived from the company list and
the goal list, so it changes on any retry, refetch or cache invalidation. An
effect that took it as a dependency called `setStep` on every one of those
and moved a customer who was already mid-flow. Gating the input only narrowed
that window; it could not close it. The step now belongs to the request that
opened the wizard: the effect reads it through a ref and is keyed on the
wizard opening or the company changing. `createdCompanyIdRef` beside it
already used this pattern for the same reason.

That exposed a path nothing had ever taken. A company reached the mission
step only by creating itself on step 1, so opening an existing company there
found code that had never run: `companyName` is only typed on step 1, and
both ways forward require it, so the step could not be completed at all; and
confirming advanced without writing anything, so the mission the customer
typed was discarded. Both fixed, and the write now reconciles against the
goal list rather than adding a second company goal, since the mission lookup
fails open and can send a company that has one back to that step.

Company-scoped state now stays with its company. `clearCompanyScopedState`
runs when the route replaces a company and when it withdraws one — the same
event, and clearing half of it left a goal id that made the next company skip
a mission it had never given. `stillTheSameCompany` guards all five async
writes, after the server work rather than before it, so a company switch
mid-flight cannot hand the new company the old one's goal, project, issue or
agent, and cannot leave a hired agent without its instructions file. The
keyboard path honours `loading` like every button already did.
`claimOnboardingOffer` makes onboarding an offer that stays declined for the
visit.

Route ownership is now recorded whenever the route names a company, including
one the wizard already holds. This changes a documented rule deliberately:
without it a self-created company was never withdrawn, so `/onboarding` would
show "create a company" while still holding the previous one and write the
customer's new mission into it.

Tested at the seam, because every defect on this branch lived between a value
and its consumer and the predicate tests passed at every stage.
`OnboardingWizard.step.test.tsx` renders the real wizard against the real
resolver and the real mission hook across 18 cases, and each was
fault-injected against the code it replaces rather than trusted on a green
run. That caught a case that passed against the broken code, and a race in
one of the guards.

ui typecheck clean; full ui suite 3923 pass, with one timezone-dependent
IssueProperties failure present on this branch's base in a file this change
does not touch. All CI gates green; Greptile 5/5.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 08:18:07 -07:00
DottaandPaperclip dc6fcd1ff1 fix(ui): move agent secret access to searchable secrets tab (#11283)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agent configuration UI controls each agent and its allowed
secrets.
> - The environment variable editor already has a secret selector with
search and folder navigation.
> - The secret access editor used a basic list and made large secret
stores hard to use.
> - The secret access controls also occupied the main Configuration tab.
> - This pull request reuses the rich selector and moves secret access
to a dedicated Secrets tab.
> - The benefit is one consistent secret selection workflow with clearer
agent configuration navigation.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The agent detail configuration view and its secret access editor.

**Subsystem affected**

`ui/` — React and Vite board UI.

**Current behavior**

The secret access editor uses a basic select control. It does not
provide the search and folder navigation available in the environment
variable editor. The editor also appears inside the Configuration tab.

**Proposed behavior**

The secret access editor uses the shared secret picker. Users can search
secrets and browse slash-delimited folders. Agent details provide a
dedicated Secrets tab for this editor.

**Reason and benefit**

Large secret stores are slow to scan in a flat list. Reusing one
selector reduces UI differences and makes scoped secret access easier to
manage.

**Breaking changes**

None. The API and saved secret access data do not change.

## What Changed

- Reused the environment variable secret picker in the agent secret
access editor.
- Preserved secret version selection and the create-secret action,
including nested-popover focus handling.
- Added a route-backed Secrets tab to agent details and removed secret
access controls from Configuration.
- Guarded unsaved configuration across tab, link, browser-history, and
action-triggered navigation.
- Rechecked dirty state when navigation-producing agent actions finish,
covering edits made while a request is pending.
- Added component, page, and Storybook coverage for the workflow.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AgentActionButtons.test.tsx
src/components/AgentConfigForm.render.test.tsx
src/components/AgentSecretAccessEditor.test.tsx
src/components/environment-variables-editor/EnvironmentVariablesEditor.test.tsx
src/pages/AgentDetail.progress.test.ts` — 82 tests passed.
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- All GitHub PR checks passed on `5209c5b787`, including build, canary,
general and serialized tests, and all three e2e shards.
- Greptile completed at 5/5 with zero unresolved review threads.

## Risks

- Low risk. The API and persisted binding format are unchanged; this
changes agent configuration navigation and secret selection UI.
- Dirty-state guards now cover direct navigation, Back/Forward history,
and navigation-producing agent actions, including pending-request races.
- Tests cover tab separation, secret access updates, search, folder
navigation, focus restoration, and navigation rejection.
- No documentation change is required because commands, contracts, and
setup steps do not change.

> 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. This runtime did not expose a more specific
model ID or context window. The model used agentic reasoning, repository
tools, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 08:03:20 -04:00
aac6ce82e1 fix(ui): read the onboarding company prefix from the path, not the route match (#11351)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - New users meet the product through an onboarding wizard that creates
their company, their first agent, and a starter task
> - The wizard also serves an existing company, at
`/{PREFIX}/onboarding`, to add another agent to it
> - On that route the wizard ignores the company in the URL and opens at
"create a company" instead
> - It reads the prefix with `useParams()`, but it renders beside
`<Routes>` rather than inside it, so there is no route match to read
> - This pull request reads the prefix from the pathname, which is
available without a match
> - The benefit is that the URL a user follows decides what the wizard
asks them

## Linked Issues or Issue Description

No public issue exists for this. The problem follows.

**What happened?**

Open `/{PREFIX}/onboarding` for a company that already exists. The
wizard opens at step 1 and asks the user to create a company. The
company named in the URL is ignored.

**Expected behavior**

The wizard recognises the company in the URL and opens at step 2, so the
user adds an agent to that company instead of creating a second one.

**Steps to reproduce**

1. Create a company, so it has an issue prefix.
2. Go to `/{PREFIX}/onboarding`.
3. Read the first screen. It asks for a company name.

**Paperclip version or commit**

`master` at `5ca7b4c1f`.

**Deployment mode**

Any. This is client-side routing and does not depend on the server.

## What Changed

- `ui/src/lib/onboarding-route.ts` — adds
`companyPrefixFromOnboardingPath()`, which reads the prefix from the
pathname.
- `ui/src/components/OnboardingWizard.tsx` — uses that value when the
route match supplies none. One line, plus the import.
- `ui/src/lib/onboarding-route.test.ts` — six cases for the new
function.

`OnboardingWizard` renders beside `<Routes>` in `App.tsx`, so
`useParams()` returns nothing and `companyPrefix` was always
`undefined`. `resolveRouteOnboardingOptions` then took its no-prefix
branch every time. `useLocation()` needs only the router, not a match,
and the wizard already calls it.

The route match is still read first. If the wizard later moves inside
the route tree, this code does not need to change.

The new parser accepts the same shape as `isOnboardingPath()`: the
prefix is the first of exactly two segments. One test asserts the two
agree, because a disagreement would either open the wizard where no
company resolves, or resolve a company where onboarding is not served.

### Why the change is this small

Three pull requests are open against `OnboardingWizard.tsx` — #9900,
#9501 and #8982. A larger change there would collide with all three.
Almost all of this lands in `onboarding-route.ts`, a small file of pure
functions with existing tests.

## Verification

- `npx tsc --noEmit -p ui/tsconfig.json` — clean.
- `npx vitest run ui/src/lib/onboarding-route.test.ts` — 18 pass.
- `npx vitest run ui/src` — 3883 pass, 445 files.

One test shows the defect and the fix together. With `companyPrefix:
undefined`, which is what the wizard supplied before,
`resolveRouteOnboardingOptions` returns `{ initialStep: 1 }`. With the
parsed prefix it returns `{ initialStep: 2, companyId: "c1" }`.

**Pre-existing failures, unrelated:** `IssueProperties.test.tsx` and
`StatusCards/format.test.ts` fail on clean `origin/master` with these
changes stashed. Both look date-dependent.

**Not done:** no manual browser check. The behaviour is covered by unit
tests at the function boundary, and the wizard's own suite passes.

## Risks

Low. The route match is still preferred, so behaviour changes only where
`useParams()` gave nothing — which today is every render of this
component.

The parser returns a prefix only for a two-segment path ending in
`onboarding`, so no other route can start matching. An unknown prefix
already falls back to step 1 in `resolveRouteOnboardingOptions`, and
that path is unchanged.

To revert, remove the fallback in the wizard. The new function has no
other caller.

## Model Used

Claude Opus 5 (`claude-opus-5`), through Claude Code. Extended thinking
enabled. Tool use enabled: file read and edit, shell command execution
for typecheck and the test runs, and the GitHub CLI.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 21:45:39 -07:00
scotttongandPaperclip eabecc6f77 feat(annotations): include issue document annotations in agent review context (#11332)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Reviewers annotate plans and issue documents with inline comments,
and assigned agents act on that feedback
> - The server already builds a bounded review context from open plan
annotations and includes it in agent wake payloads
> - Non-plan issue documents did not get the same treatment: their open
annotation threads never reached the agent, and the properties pane did
not surface their annotations
> - This pull request extends the review-context path and the
properties-pane UI to issue documents, at parity with plans
> - The benefit is that agent feedback on any issue document reaches the
assigned agent, not only feedback on the plan

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The review-context pipeline that delivers inline annotation feedback to
assigned agents, and the properties pane that surfaces those annotations
to reviewers.

**Subsystem affected**

The server review-context path
(`server/src/services/plan-review-context.ts`, wake payload assembly in
`server/src/services/heartbeat.ts`, `server/src/routes/issues.ts`),
shared wake-payload types (`packages/shared`, `packages/adapter-utils`),
and the issue properties pane (`ui/src/components/issue-properties/`).

**Current behavior**

A reviewer can annotate any issue document, not only the plan. The agent
wake payload includes open annotation threads for the plan document
only. Feedback left on other issue documents is invisible to the
assigned agent. In the properties pane, the Artifacts tab also gives no
way to see or open a document's annotations.

**Proposed behavior**

Add `buildDocumentReviewContext` beside the existing plan builder. It
collects open annotation threads for all non-plan issue documents,
applies the same thread, comment, and character budgets across
documents, and reports truncation. Include the result as a new
`documentReviewContext` field in agent wake payloads and in the issue
wake-context route. Keep the plan context on its legacy builder and
field so plan-only wakes stay byte-for-byte compatible. Render the new
context in the adapter wake-payload text, and surface annotation counts
and the annotation panel for documents in the properties pane's Plans
and Artifacts tabs.

**Reason and benefit**

The floating annotation popover and persistent highlight UI landed
earlier; this change completes the loop so agent feedback on any issue
document reaches the assigned agent, not only feedback on the plan.

**Breaking changes**

None. The wake payload gains a new optional `documentReviewContext`
field; the existing plan context field and its legacy builder are
unchanged, so plan-only wakes stay byte-for-byte compatible.

## What Changed

- Add `buildDocumentReviewContext` in
`server/src/services/plan-review-context.ts`: bounded review context
(shared thread/comment/character budgets, per-document legacy limits)
over all non-plan issue documents
- Include `documentReviewContext` in agent wake payloads
(`server/src/services/heartbeat.ts`) and in the issue wake-context
response (`server/src/routes/issues.ts`)
- Add shared `DocumentReviewContext` / `DocumentReviewContextDocument`
types in `packages/shared`
- Normalize and render the new context in adapter wake-payload text
(`packages/adapter-utils/src/server-utils.ts`), with tests
- Show a `DocumentAnnotationsCountChip` and the annotation panel for
documents in the properties pane Plans and Artifacts tabs, with tests
- Extend server document-annotations service tests to cover the new
context builder

## Verification

- Run `npx vitest run packages/adapter-utils/src/server-utils.test.ts
server/src/__tests__/document-annotations-service.test.ts` from the repo
root — 104 tests pass
- Run `TZ=UTC npx vitest run
ui/src/components/issue-properties/IssuePropertiesDocumentAnnotations.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueDocumentAnnotations.test.tsx
ui/src/components/DocumentAnnotationPopover.test.tsx` from the repo root
— 75 tests pass (one pre-existing monitor-row case asserts UTC
timestamps, so use `TZ=UTC` locally; CI runs in UTC)
- `pnpm run typecheck` in `server/` passes
- Manual: annotate a non-plan issue document, then wake the assigned
agent with a comment — the wake payload lists the open document
annotation threads; the Artifacts tab shows the annotation count chip
and opens the panel

## Risks

- The wake payload gains a new optional `documentReviewContext` field;
consumers that ignore unknown fields are unaffected, and the plan
context field is unchanged
- The context is new input to agent wakes; shared budgets (same limits
as the plan context) bound token cost across all documents
- Low UI risk: the properties-pane changes reuse the existing annotation
components

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

## Model Used

- Claude (Anthropic), model ID `claude-fable-5` (Claude Fable 5), with
extended thinking and agentic tool use (Claude Code harness)

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 14:23:09 -07:00
Nicky LeachandPaperclip 031003c5e1 fix(ui): search parent-issue picker on the server (#11334)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI lets an operator choose a parent issue for an issue
> - The parent picker loads a priority-first page and filters that page
in the browser
> - A medium-priority or low-priority issue past the page limit never
enters the picker
> - This pull request sends typed parent-picker text to the server and
keeps the picker exclusions
> - The benefit is that the operator can select valid parent issues
beyond the default page

## Linked Issues or Issue Description

This pull request supersedes
[#6193](https://github.com/paperclipai/paperclip/pull/6193), whose old
file path no longer matches the current component tree.

**What happened?**

The parent picker fetched one default issue page and filtered it in the
browser. The default page sorts by priority and caps the result at 500
issues. Valid medium-priority and low-priority parent issues beyond that
page stayed hidden.

**Expected behavior**

The parent picker must search the server when the operator types text.
It must show matching issues beyond the default page while it keeps the
current issue and descendant exclusions.

**Steps to reproduce**

1. Open an issue in a company with more than 500 issues.
2. Open the parent picker and type the name of a medium-priority or
low-priority issue beyond the default page.
3. Observe that the picker does not show the matching issue.

**Paperclip version or commit**

Commit `c6965bd0237fd9536b41f1495e2a4bb252afcde7`.

**Deployment mode**

Local dev (`pnpm dev`).

## What Changed

- Send parent-picker searches to the issue list endpoint with `q` and a
bounded `limit` of 50.
- Keep the empty-search list, cycle exclusions, and current sort
behavior.
- Add a component test for a low-priority match hidden by the default
page.

## Verification

- Run `pnpm vitest run ui/src/components/IssueProperties.test.tsx`.
- Confirm that all 53 tests pass.
- Confirm that the new test checks `{ q, limit: 50 }` and the matching
issue.

## Risks

- Low risk. The change affects only parent-picker search requests.
- The server search uses the existing issue list query and does not
change stored data.

## Model Used

Codex, GPT-5, with tool use and code execution. The model assisted with
the change and test.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 12:18:49 -07:00
Nicky LeachandPaperclip 68ea3fcf53 test(ui): stabilize annotation popover submit-shortcut test (#11330)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI lets users add comments to document annotations
> - The annotation popover test submits a comment with a keyboard
shortcut
> - React can delay the controlled textarea update under load
> - The test can then send the shortcut before the handler sees the
typed value
> - This pull request waits for the value update before it sends the
shortcut
> - The benefit is a stable test that checks the real submit path

## Linked Issues or Issue Description

**What happened?**

The annotation popover test typed a comment and sent the submit shortcut
in one synchronous step. Under load, React sometimes had not committed
the typed value when the handler ran. The mutation then ran zero times.

**Expected behavior**

The test should wait for the controlled textarea value before it sends
the submit shortcut. The handler should read the comment and call the
create mutation.

**Steps to reproduce**

1. Run `npx vitest run
src/components/DocumentAnnotationPopover.test.tsx` from `ui/`.
2. Repeat the test under system load.
3. Observe intermittent failures where the create mutation runs zero
times.

**Paperclip version or commit**

The test runs against commit `9a08def5752bb13e4cbcb304c6295e175c92db3c`.

**Deployment mode**

This change affects the UI test suite only. It does not depend on a
deployment mode.

## What Changed

- Wait for the Comment button to enable after the controlled value
updates.
- Send the submit shortcut after React commits the typed value.
- Keep the test focused on the compose-mode submit path.

## Verification

- The author ran `npx vitest run
src/components/DocumentAnnotationPopover.test.tsx` from `ui/` with 3
tests passing.
- The current handoff worktree could not repeat the test because its
installed dependencies lack `react/jsx-runtime`.
- GitHub Actions will run the required project checks.

## Risks

Low risk. The change updates one UI test file and does not change
product code.

## Model Used

OpenAI Codex, GPT-5. The model used tool calls and code execution. The
context window size was not provided.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 11:44:29 -07:00
Devin Foley a09d7dcc06 feat(ui): bounce cold arrivals off archived company URLs, add Unarchive (#11302)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Archiving a company hides it from the sidebar switcher, but
remembered last-visited paths, browser history, bookmarks, and restored
tabs keep depositing users onto its URLs long after archiving
> - Since the selection ping-pong fix (#11300) those arrivals render,
but the user is stranded inside a workspace the sidebar refuses to show
— and unarchiving had no UI anywhere, so the only way back was a
hand-typed settings URL
> - This pull request bounces cold arrivals at archived company URLs to
an active company (with a toast naming why), lets deliberate visits
stick, and adds an Unarchive action to the companies list
> - The benefit is that stale URLs stop stranding users in retired
workspaces, and archived companies become restorable from the one page
that still lists them

## Linked Issues or Issue Description

Follow-up to #11300. No existing issue for the remaining gap;
description follows the enhancement template:

**What happened?**

After #11300, opening an archived company's URL (stale tab, history,
bookmark, remembered path) renders that company's pages — but the
sidebar switcher does not list it, so the user is stranded in a
workspace they retired, and every stale URL pulls them back in.
Separately, unarchiving a company has no UI: the archive button lives in
company settings, which becomes unreachable through normal navigation
once the company is archived.

**Expected behavior**

Arriving cold at an archived company's URL lands the user in an active
workspace, with a toast explaining the redirect. Explicitly choosing the
archived company (from the companies list) still works, so its pages
remain reachable. Archived companies can be restored from the companies
list.

**Steps to reproduce**

1. Create two companies; archive one.
2. Open `/{archivedPrefix}/dashboard` directly — before: renders the
archived workspace with no sidebar presence; after: bounces to the
active company's dashboard with a toast.
3. On the companies list, open the archived company's row menu — before:
no restore action anywhere; after: Unarchive.

## What Changed

- `ui/src/lib/company-selection.ts`: `resolveArchivedCompanyBounce` —
pure policy: bounce when the URL names an archived company that is not
the current selection and an active company exists; prefer the currently
selected active company as the destination.
- `ui/src/components/Layout.tsx`: the route-sync effect applies the
bounce (toast + selection + `replace` navigation) before syncing
selection from the route.
- `ui/src/pages/Companies.tsx`: Unarchive action (`PATCH status:
"active"`) in the row menu for archived companies.
- Tests: unit cases for the bounce policy; the e2e now drives all three
behaviors (direct-load bounce with toast, re-arrival bounce, deliberate
visit sticks) on top of the existing crash regression.

## Verification

- `pnpm vitest run src/lib/company-selection.test.ts
src/context/CompanyContext.test.tsx src/pages/Companies.test.tsx` in
`ui/` — 20 tests pass.
- `npx playwright test --config tests/e2e/playwright.config.ts
archived-company-url` — passes, covering bounce, toast, and
deliberate-visit paths.
- `pnpm typecheck` in `ui/` — clean.

## Risks

Low risk. The bounce only fires for archived-company URLs when the
archived company is not already selected and an active company exists;
all-archived instances render as before. Deliberate selection from the
companies list is unaffected (selection equals the matched company, so
no bounce). Unarchive reuses the existing `PATCH /api/companies/:id`
status transition the server already supports.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution, Playwright e2e).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-12 21:02:12 -07:00
Constantineandcucurigoo 68c699687e fix(ui): keep selected run lifecycle and logs current (#10169)
## Thinking Path

> - Paperclip's agent-run detail view combines live lifecycle events,
detail queries, and persisted shell logs.
> - Queued runs do not have a log reference yet, so polling the log
endpoint returns expected-but-noisy 404s.
> - Simply disabling queued log polling can strand the selected detail
cache at `queued` or leave terminal lifecycle fields stale.
> - The detail cache therefore needs both live lifecycle patches and an
HTTP fallback while the run is active.
> - Both the selected-run query and the shared transcript hook must
avoid reading persisted logs before execution starts.
> - This pull request disables queued log polling in both paths, patches
lifecycle fields, invalidates authoritative detail data, and polls run
state only while active.
> - The benefit is quiet queued runs, reliable queued-to-running
transitions, and complete final log handoff.

## Linked Issues or Issue Description

No exact duplicate found. I searched open PRs for `queued run`, `log
polling`, and `run lifecycle`; related results addressed stale queued
execution or dashboards rather than selected-run log/detail
synchronization.

**What happened?**

Opening or rendering a queued run caused repeated `GET
/api/heartbeat-runs/:id/log` 404s from both the selected detail and
shared transcript hydration paths. A queued-only detail guard could also
leave the selected run stuck at `queued` when live delivery was missed,
or stop before fetching final `logRef` and terminal fields.

**Expected behavior**

Queued runs should not request unavailable logs. The selected detail
should transition through running to terminal via live events or bounded
HTTP fallback, refresh authoritative detail data, fetch final logs, and
then stop polling.

**Steps to reproduce**

1. Open the detail page for a run waiting behind the agent concurrency
limit.
2. Observe repeated log-endpoint 404s while status is queued.
3. Let the run start with WebSocket delivery unavailable or delayed.
4. Observe stale detail state without a run-detail fallback.

**Environment**

- Paperclip base: `14f20be92b86a49ff2c35495e5b0fa4d719998ef`
- Deployment: self-hosted, built from source
- Adapter scope: visible with Hermes-backed agents but not
adapter-specific

- [x] I searched open PRs for queued-run log polling and selected-run
lifecycle synchronization; no exact duplicate was found.

## What Changed

- Poll shell logs only while a run is `running`, never while `queued`.
- Defer shared persisted-transcript hydration and its live WebSocket
until a queued run becomes `running`; terminal runs still receive one
persisted-log hydration attempt.
- Patch selected run status, invocation metadata, errors, and
start/finish times from lifecycle events.
- Invalidate selected run detail on lifecycle events to hydrate
authoritative `logRef`, result, usage, and excerpts.
- Poll run detail every 5 seconds while queued and every 15 seconds
while running, then stop at terminal status.
- Add regression coverage for queued/running/terminal polling and
lifecycle cache handoff.

## Verification

- `pnpm exec vitest run ui/src/context/LiveUpdatesProvider.test.ts
ui/src/pages/AgentDetail.progress.test.ts` — 42 passed.
- `pnpm exec vitest run
ui/src/components/transcript/useLiveRunTranscripts.test.tsx` — 11
passed.
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build`
- Exact final diff independently reviewed: **APPROVE**, no blocking
findings.
- UI-only local cutover completed with the Paperclip server PID
unchanged.

## Risks

- The selected run performs one lightweight detail GET every 5 seconds
while queued and every 15 seconds while running if it remains open.
Polling stops at terminal status.
- Lifecycle events still patch immediately; polling is only the fallback
and authoritative hydration path.
- No API, schema, or migration changes.

> This is a bug fix, not roadmap feature work.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with tool use, code execution, repository
inspection, and independent read-only review agents.

## 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/described the search above
- [x] I have described the issue in-PR following the bug template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have considered documentation; no user-facing documentation
change is required
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: cucurigoo <cucurigoo@users.noreply.github.com>
2026-08-12 16:43:31 -07:00
Constantineandcucurigoo 106955bdfd fix(ui): gate summary built-in requests by feature flag (#10170)
## Thinking Path

> - Paperclip's web UI conditionally exposes experimental summary and
built-in-agent capabilities.
> - Summary cards depend on the built-in Summarizer agent, but the two
capabilities have independent feature flags.
> - `SummarySlotCard` and the reusable `BuiltInAgentGate` enabled
built-in-agent lookups without requiring `enableBuiltInAgents`.
> - When built-in agents were disabled, those surfaces called a server
route that was intentionally unavailable and generated avoidable 404s.
> - The client query should obey both server-side feature gates.
> - This pull request adds the missing gate and a cross-flag regression.
> - The benefit is consistent feature-flag behavior and no request loop
against a disabled endpoint.

## Linked Issues or Issue Description

No exact duplicate found. I searched open PRs for `SummarySlotCard`,
`BuiltInAgentGate`, `enableBuiltInAgents summaries`, and `built-in
agents 404`. Related PR #10116 gates `SidebarAgents`; this PR
deliberately excludes that file and covers the remaining summary/gate
callers.

**What happened?**

`SummarySlotCard` called `builtInAgentsApi.list` whenever summaries were
enabled, and `BuiltInAgentGate` called it whenever a company was
selected. The server rejects that route when `enableBuiltInAgents` is
false, so the disabled configuration produced repeated 404 requests.

**Expected behavior**

Built-in-agent queries should run only when built-in agents are enabled;
the summary-specific query also requires summaries to be enabled.

**Steps to reproduce**

1. Enable summaries.
2. Disable built-in agents.
3. Render a page containing `SummarySlotCard` or `BuiltInAgentGate`.
4. Observe a request to the disabled built-in-agents route.

**Environment**

- Paperclip web UI
- Cross-flag configuration: summaries enabled, built-in agents disabled

- [x] I searched open PRs for the affected component, feature flags, and
404 behavior; no exact duplicate was found.

## What Changed

- Require both `enableSummaries` and `enableBuiltInAgents` in
`SummarySlotCard`.
- Make `BuiltInAgentGate` resolve experimental settings before enabling
its built-in-agent query and fail open when the feature is disabled.
- Add cross-flag regressions for both callers.
- Leave `SidebarAgents` to related PR #10116 rather than duplicating it.

## Verification

- `pnpm exec vitest run ui/src/components/SummarySlotCard.test.tsx
ui/src/components/BuiltInAgentGate.test.tsx` — passed as part of a
41-test built-in UI group.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/ui build` — passed in combined deployment
staging.
- UI-only local cutover completed with the Paperclip server PID
unchanged.
- The complete UI fix was staged after a summary-only cutover exposed
the remaining reusable-gate caller.

## Risks

- Low risk: this changes only whether one query is enabled under a
feature-flag combination where the server route is unavailable.
- No API, schema, migration, authentication, or persistence changes.
- Rollback is a single commit revert.

> This is a bug fix, not roadmap feature work.

## Model Used

OpenAI Codex `gpt-5.6-sol`, with tool use, code execution, repository
inspection, and read-only review-agent evidence.

## 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 described
the search above
- [x] I have described the issue in-PR following the bug template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have considered documentation; no user-facing documentation
change is required
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: cucurigoo <cucurigoo@users.noreply.github.com>
2026-08-12 16:43:22 -07:00
Constantineandcucurigoo b42efe2063 fix(ui): gate built-in agent sidebar query (#10116)
## Thinking Path

> - Paperclip is the open-source control plane people use to manage AI
agents and their work.
> - The sidebar renders company agents and, when enabled, their built-in
lifecycle state.
> - The built-in-agents API is intentionally unavailable when the
experimental feature is disabled.
> - `SidebarAgents` nevertheless queried that endpoint whenever a
company was selected, producing routine 404s in normal feature-off
installations.
> - The query must be gated by the shared instance setting, including
its unresolved state, without exposing stale cached lifecycle badges.
> - This pull request adds that gate and focused disabled, unresolved,
and enabled regressions.
> - The benefit is a quiet sidebar network path with unchanged behavior
for installations that enable built-in agents.

## Linked Issues or Issue Description

### Pre-submission checklist

- [x] I searched existing open and closed issues/PRs and found no exact
duplicate. Related but not duplicate: #4149.
- [x] I reproduced this on current `master`.
- [x] I confirmed the error originates in Paperclip's sidebar query
gating, not an adapter, provider, or local configuration.

### What happened?

With `enableBuiltInAgents: false`, mounting `SidebarAgents` for a
selected company still called `GET
/api/companies/:companyId/built-in-agents`. The server correctly
returned 404 because the experimental feature was disabled.

### Expected behavior

The sidebar must not call the built-in-agent endpoint until the shared
experimental setting resolves to exactly `true`. Cached built-in
lifecycle state must also remain hidden while disabled.

### Steps to reproduce

1. Set `enableBuiltInAgents` to `false`.
2. Open any company so the sidebar agent list mounts.
3. Observe a request to `/api/companies/:companyId/built-in-agents` and
a 404 response.

### Environment

- Paperclip commit: `f2f168f6a10a24c924516808f414baba52b1c080`
- Deployment mode: self-hosted server
- Installation method: built from source
- Adapter: not adapter-specific (core UI bug)
- Database mode: not database-related
- Access context: board (human operator)
- Node.js: `v22.22.3`
- Operating system: Linux
- Relevant config: `{"enableBuiltInAgents": false}`
- Relevant output: redacted HTTP 404 from
`/api/companies/:companyId/built-in-agents`
- Privacy: all instance-local identifiers, paths, and output were
omitted or redacted.

## What Changed

- Read instance experimental settings in `SidebarAgents` through the
shared React Query key.
- Enable the built-in-agent list query only when `enableBuiltInAgents`
is explicitly `true`.
- Ignore cached built-in lifecycle data while the feature is disabled.
- Add regressions for disabled, unresolved, and enabled settings states.

## Verification

- RED before implementation: the disabled-feature regression failed
because `builtInAgentsApi.list` was called once.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/SidebarAgents.test.tsx` — 24 tests passed.
- `pnpm --filter @paperclipai/ui exec tsc -p tsconfig.json --pretty
false` — passed.
- `git diff --check` — passed.
- The existing test file emits pre-existing React `act(...)` warnings
while passing.

## Risks

- Low risk: request gating only; no API, schema, migration, or visible
UI contract changes.
- A stale experimental-settings cache could delay enabling the query
until the normal settings invalidation/refetch path runs; this is the
same shared query key already used elsewhere.
- Cached built-in statuses are deliberately hidden whenever the setting
is not literal `true`.

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

## Model Used

OpenAI Codex `gpt-5.6-sol` was used with reasoning, repository/file
tools, shell command execution, and delegated read-only code review. The
runtime did not expose a context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes (no
documentation change needed; this enforces the existing feature flag)
- [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: cucurigoo <cucurigoo@users.noreply.github.com>
2026-08-12 16:43:04 -07:00
DirkandClaude Opus 4.8 8b1483e601 fix(ui): render board approval payload prose as markdown (#9817)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The approval queue is how agents surface decisions that need a
human, so the approval card is often the only thing an operator reads
before approving or rejecting
> - Agents author those payloads in markdown, because markdown is what
they produce everywhere else in the product
> - `ApprovalPayload.tsx` renders the four prose fields of a board
approval as bare text nodes, while `CommentThread` on the same page
renders through `MarkdownBody` — same authors, two different renderers
> - So the operator sees literal `##`, `**bold**`, backticks and
`[link](url)` in the payload, and correctly formatted text in the
comments directly below it
> - This pull request routes those four fields through the existing
`MarkdownBody` component
> - The benefit is that the highest-stakes text in the product becomes
readable, with no new dependency and no schema change

## Linked Issues or Issue Description

Refs #4911 — prior art, see the note at the bottom of this description.

No open issue covers this, so per (B) here is the bug report:

**What happened:** On a board approval, the `summary`,
`recommendedAction`, `nextActionOnApproval` and `risks` fields display
raw markdown source. Headings appear as literal `##` mid-paragraph,
inline code keeps its backticks, links show as `[text](url)`, and both
levels of a nested bullet list collapse into one run-on paragraph.

**What was expected:** The same rendering the comment thread further
down the same page already gives, since both are agent-authored
markdown.

**Steps to reproduce:** Open any `request_board_approval` whose
`summary` contains markdown — headings, a nested list, code spans or
links.

**Where:** `ui/src/components/ApprovalPayload.tsx`,
`BoardApprovalPayloadContent`.

## What Changed

- `ui/src/components/ApprovalPayload.tsx`: import `MarkdownBody` and
render `summary`, `recommendedAction`, `nextActionOnApproval` and each
`risks` entry through it instead of `<p>` / `<span>` text nodes.
`MarkdownBody` defaults `softBreaks` to `true`, which is the same
behaviour `CommentThread` opts into explicitly, so paragraph handling
matches the comments.
- `stripLeadingListMarker`: risks already render inside a custom bullet
row, so an authored leading `-` / `*` / `•` would nest a second bullet
inside the first. One leading marker is stripped per entry.
- The risk bullet dot gains `shrink-0` so it keeps its shape next to
block-level markdown content.
- `title` stays plain text — it is a one-liner and markdown there is
noise.
- `proposedComment` stays a verbatim `<pre>` block — it is draft text
intended to be posted elsewhere, so it must not be reinterpreted.
- `ui/src/components/ApprovalPayload.test.tsx`: tests for markdown
rendering in all four fields, the leading-list-marker strip, and that
`title` and `proposedComment` remain verbatim.

## Verification

- `npx vitest run ui/src/components/ApprovalPayload.test.tsx` — 5
passed.
- `npx vitest run ui/src/components/ApprovalPayload.test.tsx
ui/src/components/CommentThread.test.tsx` — 12 passed, confirming the
shared `MarkdownBody` path is not disturbed.
- Manual, measured rather than eyeballed: I ran a patched build in a
throwaway container beside an unpatched one and pointed both at the same
real approval payload, then counted nodes in the rendered DOM.

  | | unpatched | patched |
  |---|---|---|
  | `.paperclip-markdown` nodes | 0 | 3 |
  | raw backticks in visible text | yes | no |
  | rendered `h2` | 0 | 5 |
  | rendered `li` | 0 | 16 |

## Risks

Low, and confined to the board approval card.

- Rendering scope widens from text to markdown on four fields. A payload
that contains markdown-significant punctuation but was authored as prose
could render differently than before. This is the intended change, and
it matches how the same author's text is already rendered in comments on
the same page.
- `stripLeadingListMarker` removes one leading list marker per risk
entry. A risk that genuinely begins with a literal hyphen followed by a
space loses that hyphen. Chosen over the alternative of a visible double
bullet on the common case.
- No schema change, no migration, no new dependency. `MarkdownBody` is
already used elsewhere in the same directory.

## Model Used

Claude Opus 4.8 (`claude-opus-4-8`), via Claude Code, with extended
thinking and tool use (repository search, file editing, local test
execution, and headless-browser DOM measurement of the before/after
renders).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] I have updated relevant documentation to reflect my changes — no
docs describe this rendering behaviour, so there was nothing to update
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green — pending first CI run on this PR
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
pending first review
- [x] I will address all Greptile and reviewer comments before
requesting merge

---

### On the prior PR

@alxhrzg opened #4911 for this same bug first, and reached the same
conclusion I did: route the four fields through `MarkdownBody`. Credit
for spotting it and for the diagnosis goes there.

That PR has been conflicting against base and untouched since May.
Rather than let the fix sit, this PR reapplies the idea on current
`master` and adds what #4911 was missing: test coverage, the
nested-bullet fix for `risks`, and the `shrink-0` on the bullet dot. I
could not push to #4911 directly as it is on another contributor's fork.

@alxhrzg, if you would rather finish #4911 yourself, I am happy to close
this and hand over the tests and the two risk-row fixes for you to take
across.

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-12 16:08:22 -07:00
0ee0543e5b feat(ui): refine the chat-style task workflow (#11263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue detail view is the main place where people read work and
guide agents.
> - The chat-style task view needs clear messages, controls, properties,
and document feedback.
> - Dense metadata and disconnected controls make active work harder to
scan.
> - This pull request refines the existing chat-style task workflow
across desktop and mobile layouts.
> - The benefit is a clearer issue thread with faster access to the
controls that guide work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The change improves the chat-style issue detail view that was introduced
in [#10606](https://github.com/paperclipai/paperclip/pull/10606) and
expanded in
[#10707](https://github.com/paperclipai/paperclip/pull/10707).

**Current behavior**

The issue thread spreads task controls across the page. Agent-turn
metadata competes with the message content. Document annotation comments
use inline placement that limits the document reading area. The mobile
composer can overlap the bottom navigation.

**Proposed behavior**

The issue view keeps the thread focused on message content. It moves
supporting controls into the properties area, adds searchable
assignment, restores the sub-task tree, docks document comments in a
side gutter, and keeps the mobile composer clear of navigation.

**Reason and benefit**

People can scan active work faster and find task controls without
leaving the issue. The layout also gives documents and mobile
conversations more usable space.

**Breaking changes**

None. The change updates presentation and interaction behavior in the
existing issue UI.

## What Changed

- Refined task-chat message spacing, metadata, agent bubbles, and
composer alignment.
- Added searchable assignment and restored sub-task navigation in the
properties pane.
- Moved document annotation comments into a right-side gutter.
- Kept the mobile composer above the auto-hiding bottom navigation.
- Added and updated focused component tests for the changed
interactions.

## Verification

- `pnpm check:token-gates`
- `TZ=UTC pnpm --filter @paperclipai/ui exec vitest run
src/components/InlineEntitySelector.test.tsx
src/components/IssueDocumentAnnotations.test.tsx
src/components/IssueProperties.test.tsx
src/components/TaskChatThread.test.tsx src/pages/IssueDetail.test.tsx`
- The token gates report 3/3 clean.
- The focused test run passes 124 tests in 5 files.
- Visual snapshot baselines were not updated. This follows the
`doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification
demoted to dormant (Jul 13 2026)."

## Risks

- The changes affect several related issue-detail layouts. A browser
review should cover desktop and mobile widths before merge.
- The monitor-row test formats time in the host timezone. The
verification command sets `TZ=UTC` to match CI.

> 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 environment. The model used reasoning, repository tools, code
execution, and GitHub tools.

## Checklist

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 11:41:40 -07:00
DottaandPaperclip 1a377424db fix(ui): add mobile blocker actions (#11282)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use task properties to inspect and change task
relationships.
> - A blocked-by chip linked directly to the blocking task.
> - Its remove control appeared only on hover, so touch users could not
reach it.
> - This pull request opens a small action menu when a user taps the
chip on mobile.
> - The menu lets the user visit the task or start the existing
blocker-removal confirmation.
> - The benefit is that touch users can manage blockers without changing
the fast desktop flow.

## Linked Issues or Issue Description

**What happened?**

On a phone-width layout, a tap on a blocked-by chip opened the blocking
task immediately. The remove control appeared only on hover, so a touch
user could not remove the blocker.

**Expected behavior**

A tap on a blocked-by chip on mobile opens a menu. The menu offers
`Visit task` and `Remove blocker` actions.

**Steps to reproduce**

1. Open a task that has a blocker.
2. Use a viewport below the mobile breakpoint.
3. Open the task properties.
4. Tap the blocked-by chip.

**Paperclip version or commit**

Reproduced on `e5a7fd7038` from `master`.

**Deployment mode**

Built from source with the local development workflow.

## What Changed

- Added a mobile-only action menu to blocked-by chips.
- Kept the direct task link and hover/focus remove control on desktop.
- Reused the existing removal confirmation before the relation update.
- Added focused regression coverage for the mobile visit and remove
choices.
- Added a phone-width Storybook state with the action menu open.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/IssueProperties.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- `pnpm build-storybook`
- Opened the new Storybook state in Playwright Chromium with a Pixel 5
viewport. Confirmed that both actions are visible and fit in the
viewport.

## Risks

- Low risk. The behavior change is limited to the existing mobile
breakpoint.
- Desktop navigation and blocker removal keep their current behavior.
- The menu uses the shared dropdown and dialog primitives.

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

## Model Used

- OpenAI Codex `gpt-5.6-sol`, xhigh reasoning. The Codex CLI managed the
context window for this run. The model used repository tools, code
execution, tests, and browser automation.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 12:12:55 -04:00
Nicky LeachandPaperclip e5a7fd7038 Add sandbox device-login for the Codex adapter (#11237)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Agent adapters connect Paperclip to tools such as the Codex command
line tool.
> - A sandboxed Codex agent may start without a credential.
> - The operator needs a safe sign-in flow that does not expose
credentials to the shared package or the sandbox.
> - This pull request adds a company-scoped device-login flow with a
temporary Daytona sandbox.
> - The flow promotes the credential only after readiness checks pass
and removes the temporary sandbox after use.
> - The result lets an operator sign in to a sandboxed Codex agent from
the agent form.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting (multiple of the above)

**Problem or motivation**

A Codex adapter that runs in a sandbox cannot authenticate when the
company has no pre-provisioned Codex credential.

**Proposed solution**

Add a company-scoped device-login session. Start a temporary sandbox,
run `codex login --device-auth`, stream the code and URL, verify
readiness, promote the credential, and delete the sandbox.

**Alternatives considered**

Pre-provisioning a credential does not support first-time sandbox login.
Keeping the credential in the login sandbox does not provide a durable
company credential.

**Roadmap alignment**

This supports the roadmap item for cloud and sandbox agents.

**Additional context**

The flow uses a five-minute cleanup reaper, compare-and-set status
changes, and a PostgreSQL advisory lock to protect promotion and
cleanup.

## What Changed

- Add the adapter login-session contract, database table, and migration.
- Add company-scoped server routes and a service for sandbox device
login.
- Add credential promotion, readiness checks, and cleanup after login.
- Add restart-safe cleanup for abandoned login sandboxes.
- Add sandbox login controls to the agent creation and edit forms.
- Keep device-login and vendor identifiers out of public shared and
adapter UI symbols.

## Verification

- `pnpm --filter @paperclipai/adapter-codex-local exec vitest run`
passed with 310 tests at the submitted commit.
- The server login route, service, and reaper tests passed with 45 tests
at the submitted commit.
- The agent form render tests passed with 26 tests at the submitted
commit.
- The public-symbol leak check passed at the submitted commit.
- A live Daytona sign-in flow still requires confirmation by a user with
a live sandbox.

## Risks

The migration adds a new company-scoped table. A promotion or cleanup
race could remove a credential or leave a sandbox active, so the service
uses claims, compare-and-set transitions, and an advisory lock. The live
Daytona flow needs operator confirmation because local tests do not
provide a real browser sign-in.

## Model Used

OpenAI Codex, GPT-5, tool use and code execution, extended reasoning.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 08:58:25 -07:00
DottaandPaperclip 9c941169a6 fix(ui): keep new task dialog visible above mobile keyboard (#11281)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create tasks in a dialog that includes the assignee and
project fields.
> - Mobile browsers reduce and offset the visual viewport when the
on-screen keyboard opens.
> - The dialog used layout viewport units, so its upper fields could
move off-screen while the user typed.
> - This pull request makes the dialog follow the live visual viewport
and keeps the focused editor visible.
> - The benefit is that operators can see the task context and the field
they edit on mobile devices.

## Linked Issues or Issue Description

**What happened?**

On mobile browsers, opening the keyboard in the new-task dialog could
move the assignee and project fields above the visible screen. The
active editor could also become difficult to see.

**Expected behavior**

The full dialog must stay inside the visible browser area. The active
editor and task controls must remain reachable while the on-screen
keyboard is open.

**Steps to reproduce**

1. Open Paperclip on a mobile browser.
2. Open the new-task dialog.
3. Focus the title or description editor to open the on-screen keyboard.
4. Observe that the upper fields can move outside the visible viewport.

**Paperclip version or commit**

Reproduced before commit `838cdbb325` on `master`.

**Deployment mode**

Local dev (`pnpm dev`) in a mobile browser viewport.

## What Changed

- Read `window.visualViewport` while the dialog is open.
- Apply token-based dialog geometry when the visual viewport is
constrained.
- Keep the focused editor visible after viewport resize and scroll
events.
- Add unit coverage for visual viewport updates and focus scrolling.
- Add Playwright coverage for mobile, tablet, desktop keyboard, and
unconstrained desktop layouts.

## Verification

- `pnpm exec vitest run ui/src/components/NewIssueDialog.test.tsx` — 27
tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed with all gates clean.
- `pnpm --filter @paperclipai/ui build-storybook` — passed.
- `pnpm exec playwright test
tests/storybook-visual/new-issue-dialog-viewport.spec.ts --config
tests/storybook-visual/playwright.config.ts` — 4 tests passed.

## Risks

- Low risk. The custom geometry only activates when
`visualViewport.height` is less than `window.innerHeight`.
- Browsers without the Visual Viewport API keep the existing dialog
primitive behavior.
- The browser test checks hit targets and visible bounds at mobile,
tablet, and desktop widths.

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

## Model Used

- OpenAI Codex, GPT-5. The session used reasoning, repository tools,
shell execution, and browser automation. The service did not expose the
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-12 11:49:05 -04:00
Devin Foley d90f4d488e fix(ui): survive first load against a cold backend without a blank page (#11246)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The web UI holds live websocket connections for run events,
coordinates cross-tab polling through a leader-election store, and
renders app chrome (sidebar, providers) around a routed outlet
> - When the backend is still cold-starting (managed hosting wake,
server restart, reverse proxy up before the app), the event websockets
refuse connections and the first SPA load mounts against a dead backend
> - In that state the mount cascade can exceed React's nested update
limit (minified error #185); the crash originates in shell hooks outside
the routed error boundary, so React unmounts the entire root to a blank
page, and the dead page keeps retrying the websocket on a flat 1.5s
timer until the user hard-refreshes
> - This pull request removes the wasted nested commits from the
shared-polling subscription path, adds exponential backoff to the
transcript websocket reconnect, and adds a last-resort app-shell error
boundary
> - The benefit is that a cold or briefly unreachable backend degrades
to a recoverable state instead of a blank page that hammers the server

## Linked Issues or Issue Description

No existing issue. Description follows the bug template:

**What happened?**

On the first load against a backend that was still starting, the app
showed its loading animation and then a blank page. The console showed
repeated `WebSocket connection to 'wss://…/api/companies/<id>/events/ws'
failed` lines and `Uncaught Error: Minified React error #185` with a
stack through the shared-polling coordinator's `subscribe`. The
websocket retries continued indefinitely on the dead page. A manual
refresh fixed it.

**Expected behavior**

A backend that is briefly unreachable degrades gracefully: websocket
reconnects back off, the UI keeps rendering from cache, and even a
worst-case crash shows a reload prompt instead of a blank page.

**Steps to reproduce**

1. Serve the UI while the backend API is still starting (websocket
upgrades and API calls refused).
2. Load any company page with several shared-polling consumers mounted
(dashboard with sidebar).
3. Observe repeated websocket failures; on affected loads the page goes
blank with React error #185.

## What Changed

- `ui/src/hooks/useSharedPolling.ts`: coordinator snapshot notifications
now keep the previous state object when leadership did not change, so
React bails out instead of scheduling a nested re-render. `subscribe`
invokes its listener synchronously from inside the mount effect with a
fresh object each time; before this change every mount and notify burned
nested-update budget even with no value change — the crash frame in the
field report was exactly this `subscribe → setState` call.
- `ui/src/components/transcript/useLiveRunTranscripts.ts`: the live
event websocket reconnect backs off exponentially (1.5s → 15s cap, reset
on successful open), mirroring `LiveUpdatesProvider`, instead of a flat
1.5s retry.
- `ui/src/components/AppErrorBoundary.tsx` (+ wiring in
`ui/src/main.tsx`): a dependency-free boundary above the router and
providers. `RouteErrorBoundary` only guards the routed `<Outlet />`; a
crash in the shell around it had no boundary, so React unmounted the
root to a blank page. The boundary renders a reload prompt with the
error message.
- Tests: `useSharedPollingSnapshot.test.tsx` (mount costs no extra
commit — fails against the previous code; a real leadership change
re-renders exactly once and ticks stay quiet), a backoff test in
`useLiveRunTranscripts.test.tsx` (delays grow 1.5s → 3s → 6s and reset
after a successful open), and `AppErrorBoundary.test.tsx` (render throw,
effect throw, healthy pass-through).

## Verification

- `pnpm vitest run` in `ui/` over the touched suites (shared polling,
cross-tab poll, transcripts, boundary): 34 tests pass.
- `pnpm typecheck` in `ui/` — clean.
- The snapshot regression test was verified to fail against the
pre-change hook (extra commit per mount).
- Not reproduced end-to-end: the exact 50-update cascade from the field
crash needs a live cold backend; the change removes the identified
per-mount/per-notify nested commits at the reported crash frame, bounds
the reconnect load, and guarantees the shell can no longer blank the
page.

## Risks

Low risk. The snapshot change only suppresses re-renders whose state is
value-identical; leadership changes propagate exactly as before. The
backoff only lengthens retry delays after consecutive failures and
resets on success. The new boundary renders children untouched unless an
error reaches it; behavior on healthy loads is unchanged. Self-hosted
deployments see the same code paths — the cold-backend window simply
rarely occurs there.

## Model Used

- Claude (Anthropic), Claude Fable 5 (`claude-fable-5`), via Claude Code
CLI with extended thinking and tool use (code search, edit, test
execution; diagnosis included mapping the production minified stack to
source).

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 19:16:19 -07:00
Devin Foley d5bb396518 fix: pass sandbox provider credential env vars to plugin workers; hide Local default under managed-sandbox-only (#11244)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give each agent run an execution target, and sandbox
providers (Daytona, E2B, Novita, exe.dev) run as plugin workers
> - A managed deployment provisions one platform-managed sandbox row
with no credential in config; the provider is documented to fall back to
its process env var (for example `DAYTONA_API_KEY`)
> - Plugin workers spawn with a scrubbed environment, so that fallback
never sees the host env var — probe and lease acquisition fail with
"require an API key in config or DAYTONA_API_KEY" even when the
deployment sets the var
> - Separately, the managed-sandbox-only mode hides local rows from
every list, but the instance Default picker renders a hardcoded
synthetic "Local" option that no filter touches
> - This pull request forwards each bundled provider's documented
credential env var to its own plugin worker, and gates the synthetic
Local option on the flag
> - The benefit is that the documented host-env credential fallback
works for plugin-backed providers, and managed-sandbox-only instances no
longer offer Local anywhere

## Linked Issues or Issue Description

**Subsystem affected**

Plugin worker environment construction
(`server/src/services/plugin-loader.ts`) and the environments UI
(instance Default picker, agent form inherited-environment label).

**Problem or motivation**

Two follow-ups to the managed-sandbox-only mode (#11200), both found on
a live managed deployment:

1. The deployment sets `DAYTONA_API_KEY` as a server env var and the
managed sandbox row omits `config.apiKey` by contract. "Test Connection"
fails with `Sandbox environment probe failed for provider "daytona".
Daytona sandbox environments require an API key in config or
DAYTONA_API_KEY.` A real agent run fails the same way at lease
acquisition. The cause: sandbox providers run as plugin workers, and
`buildPluginWorkerEnv` passes only model-provider keys and in-cluster
Kubernetes vars. The provider's own documented credential env var never
reaches the worker, so the in-plugin `process.env` fallback reads
nothing. The self-hosted path has the same gap: the Daytona plugin
README documents `DAYTONA_API_KEY` as a host-level fallback, and it does
not work today.

2. With `enableManagedSandboxOnly` on, the instance Default environment
picker still shows "Local". The server filters local *rows* out of the
list, and the client filter mirrors that for cached lists, but this
option is a hardcoded `<option value="">Local</option>` — not a list row
— so no filter removes it. Selecting it writes a null default, which run
selection then rejects fail-closed.

**Proposed solution**

Forward each bundled sandbox provider's documented credential env var
into its plugin worker, keyed by the manifest's declared
`environmentDrivers[].driverKey` so a worker only receives its own
provider's credential (daytona → `DAYTONA_API_KEY`, e2b → `E2B_API_KEY`,
exe-dev → `EXE_API_KEY`, novita → `NOVITA_API_KEY`). Keep the existing
gate: only plugins that declare `environment.drivers.register` receive
any passthrough. In the UI, render the synthetic Local option only when
managed-sandbox-only is off; under the flag show a disabled "Select
environment" placeholder only while no default is stamped yet, and stop
the agent form's inherited label from reading "Local".

**Alternatives considered**

Adding `DAYTONA_API_KEY` to the existing `ADAPTER_ENV_PASSTHROUGH` list
was rejected: that list goes to every environment-driver plugin, so each
provider would receive every other provider's credential. A manifest
schema field for declared credential env vars was rejected as heavier
than needed: the bundled providers are known, and the mapping lives next
to the two existing passthrough lists.

## What Changed

- `server/src/services/plugin-loader.ts`: new
`SANDBOX_PROVIDER_CREDENTIAL_ENV_PASSTHROUGH` map (driverKey →
documented credential env vars). `buildPluginWorkerEnv` reads the
manifest's `environmentDrivers` and forwards only the matching vars,
after the existing `environment.drivers.register` gate. Blank values
stay excluded.
- `server/src/__tests__/plugin-database.test.ts`: the daytona worker
receives `DAYTONA_API_KEY` and not another provider's key; a plugin
whose drivers have no mapping (kubernetes) receives no credential var.
- `ui/src/pages/CompanyEnvironments.tsx`: the Default picker's synthetic
Local option renders only when managed-sandbox-only is off. Under the
flag, a disabled "Select environment" placeholder renders only while the
default is unset.
- `ui/src/pages/CompanyEnvironments.test.tsx`: the Local option is
present by default and absent under the flag; saved non-local
environments stay selectable.
- `ui/src/components/AgentConfigForm.tsx`: the inherited-environment
label falls back to "Managed sandbox" instead of "Local" under the flag.

## Verification

- `server`: `npx vitest run src/__tests__/plugin-database.test.ts -t
buildPluginWorkerEnv` — 5 passed (3 existing, 2 new).
- `ui`: `npx vitest run src/pages/CompanyEnvironments.test.tsx` — 22
passed (2 new); `npx vitest run
src/components/AgentConfigForm.render.test.tsx` — 10 passed.
- `tsc --noEmit` clean in `server` and `ui`.
- Live managed deployment: confirmed the tenant service env carries
`DAYTONA_API_KEY` while the probe fails with the exact message above,
which pins the root cause to the worker env, not delivery.

## Risks

- The worker env grows by exactly one var per matching bundled provider,
only when the deployment sets it and only for plugins that declare a
matching environment driver. Plugins without a mapping see no change.
- Self-hosted behavioral shift is the fix itself: a host-level
`DAYTONA_API_KEY` (or E2B/EXE/NOVITA equivalent) now reaches the
provider as its README documents. Deployments that set the var but
expected it to stay inert had no working configuration to preserve — the
provider errored on every keyless probe and run.
- UI change is inert unless `enableManagedSandboxOnly` is on (default
false everywhere).

## Model Used

Claude Fable 5 (`claude-fable-5`) via Claude Code — extended thinking,
tool use, parallel read-only subagents for the two root-cause traces.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 19:10:45 -07:00
Hardik DholariyaandClaude Sonnet 4.6 3b74ff4813 fix(ui): use issuePrefix instead of name-derived prefix in create dialog badges (#8550)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents at
work
> - Paperclip stores an `issuePrefix` on each company (e.g. "OPS") used
for issue identifiers (`OPS-1`) and company-prefixed routes
(`/OPS/dashboard`)
> - The create-dialog badges in NewIssueDialog, NewProjectDialog, and
NewGoalDialog were derived from the company display name using
`company.name.slice(0, 3).toUpperCase()` — so "Acme Labs" showed "ACM"
> - This is misleading because the badge visually represents the issue
prefix, but actually shows an unrelated 3-letter slice of the display
name
> - When a company has `issuePrefix = "OPS"` but `name = "Acme Labs"`,
the badge showed "ACM" while issues use "OPS-1"
> - This pull request replaces `name.slice(0, 3).toUpperCase()` with
`company.issuePrefix` in all three dialog badge components
> - The benefit is that the badge now matches the actual prefix used for
issues and routes, eliminating confusion

## Linked Issues or Issue Description

Fixes: #8501

## What Changed

- `ui/src/components/NewIssueDialog.tsx` (line ~1339): Replaced
`company.name.slice(0, 3).toUpperCase()` with `company.issuePrefix` in
the selected-company header badge
- `ui/src/components/NewIssueDialog.tsx`: Replaced
`company.name.slice(0, 3).toUpperCase()` with `company.issuePrefix` in
the company picker list badge
- `ui/src/components/NewProjectDialog.tsx`: Replaced
`selectedCompany.name.slice(0, 3).toUpperCase()` with
`selectedCompany.issuePrefix` in the selected-company header badge
- `ui/src/components/NewGoalDialog.tsx`: Replaced
`selectedCompany.name.slice(0, 3).toUpperCase()` with
`selectedCompany.issuePrefix` in the selected-company header badge

## Verification

1. Create or configure a company whose `issuePrefix` differs from the
first 3 letters of its display name (e.g. name = "Acme Labs",
issuePrefix = "OPS")
2. Open the New Task dialog — the selected-company header badge should
show "OPS", not "ACM"
3. Open the company picker dropdown inside the New Task dialog — each
company list badge should show the actual `issuePrefix`
4. Open the New Project dialog — the selected-company header badge
should show "OPS"
5. Open the New Goal dialog — the selected-company header badge should
show "OPS"
6. Verify that companies whose prefix matches the first 3 letters (e.g.
name="Ops Team", prefix="OPS") still display correctly

**Before/After:**
- Before: Company "Acme Labs" with `issuePrefix = "OPS"` showed badge
"ACM"
- After: Same company shows badge "OPS"

(Screenshots require running the UI locally against a test instance with
the relevant company configuration.)

## Risks

Low risk — this is a purely visual change to 3 React component badge
labels. No API changes, no schema changes, no behavioral changes to
issue creation or routing. The `issuePrefix` field is already loaded on
the company objects used by these components.

## Model Used

- **Provider:** OpenCode
- **Model:** MiMo v2.5 Free
- **Reasoning:** N/A (standard code generation)

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I searched GitHub for duplicate or related PRs and found none
targeting the same badge code
- [x] I have linked the existing issue with Fixes: #8501
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change (`fix/issue-8501`)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-08-11 18:34:42 -05:00
scotttongandClaude Fable 5 5bb2490b86 feat(ui): surface all issue documents and agent artifacts in chat-style sidebar (#11226)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task detail page uses a chat-style thread with a right sidebar;
the sidebar has a Plan tab and an Artifacts tab (#11101 made this UI the
default)
> - The Plan tab only showed the one issue document named `plan`, and
the Artifacts tab only listed formal work products; other agent-authored
documents (for example a `synthesis` doc) and agent-attached files were
invisible in the sidebar
> - Users could see an agent mention a document in the thread but had no
way to find that document in the sidebar, which breaks trust in the task
view as the record of the work
> - This pull request surfaces every non-system issue document in the
Plan tab, composes the Artifacts tab from work products, documents, and
agent-created attachments, and gives thread images a full-screen
lightbox with download
> - The benefit is that anything an agent produces on a task is now
reachable from the sidebar, while user uploads stay with their comments
in the thread

## Linked Issues or Issue Description

Refs #11101 (chat-style task UI default — this PR extends its sidebar).

**Subsystem affected**

Task detail UI (chat-style thread sidebar): Plan tab, Artifacts tab, and
thread attachment rendering in `ui/src`.

**Current behavior**

The Plan tab renders only the issue document literally named `plan`. The
Artifacts tab renders only formal work products. Agent-authored
documents with any other name, and files agents attach to comments, do
not appear anywhere in the sidebar. Thread images open as bare links.

**Proposed behavior**

The Plan tab lists every non-system issue document, with the `plan`
document first and the others rendered inline below it. The Artifacts
tab composes three sources — work products, issue documents, and
agent-created comment attachments — deduplicated against
attachment-backed work products via `metadata.attachmentId`, and shows
whenever any source is non-empty. Work-product rows without a resolvable
attachment or document fall back to links found in their metadata so
they stay clickable. Images in the thread open a shared full-screen
lightbox with a download action. Files uploaded by users stay
thread-only and are not mixed into the Artifacts tab.

**Reason and benefit**

Agents routinely produce documents that are not named `plan` and attach
files to their comments. Users reading the thread must be able to find
every one of those outputs from the sidebar. Redundant surfacing is
acceptable; an unfindable document is not.

**Breaking changes**

None. This is additive rendering; no schema or API changes.

## What Changed

- `IssuePropertiesPlansTab.tsx`: renders all non-system issue documents,
`plan` primary, others inline below via `MarkdownBody`
- `IssuePropertiesArtifactsTab.tsx`: composes work products + documents
+ agent-created attachments with dedupe; rows without an
attachment/document target fall back to `metadata` links
- `IssueProperties.tsx`: Artifacts tab visibility now derives from the
composed source set
- New `ui/src/lib/issue-artifacts.ts`: pure composition/dedupe logic,
unit-tested
- New `ui/src/components/task-chat/task-chat-attachments.ts`: splits
agent vs user comment attachments, unit-tested
- `TaskChatBubble.tsx`: thread images open the shared full-screen
lightbox with download
- `useIssueDocuments.ts`: hook now exposes the full issue-document list

## Verification

- `pnpm typecheck` — passes across the workspace
- `pnpm check:token-gates` — 3/3 CLEAN
- `cd ui && pnpm vitest run src/lib/issue-artifacts.test.ts
src/components/task-chat/task-chat-attachments.test.ts
src/pages/IssueDetail.test.tsx` — 74 tests pass
- Manual: open a task whose agent created a document not named `plan`
(for example `synthesis`); confirm it appears in the Plan tab below the
plan and in the Artifacts tab; confirm an image the agent attached
appears under Artifacts; confirm a user-uploaded image stays only in the
thread and opens full screen with a download button

Snapshot baselines are intentionally not updated for this visual change,
per the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

- Low risk: rendering-only change scoped to the task sidebar and thread
bubbles; composition logic is pure and unit-tested
- Dedupe relies on `metadata.attachmentId` linkage; a work product with
malformed metadata would render as a duplicate row (cosmetic only)

## Model Used

- Claude (Anthropic), model id `claude-fable-5`, extended thinking
enabled, agentic tool use via Claude Agent SDK (Claude Code harness)

## Checklist

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-11 12:09:58 -07:00
Devin Foley 0044fa8904 Let tenants edit env vars on managed sandbox environments; add managed-sandbox-only mode (#11200)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Environments give each agent run an execution target: the local
host, SSH, or a sandbox provider
> - A managed deployment can provision one platform-managed sandbox
environment through the `PAPERCLIP_MANAGED_CONFIG` `environments`
section
> - That row is fully locked today. A tenant cannot add environment
variables for their agents. There is also no way to hide local execution
— run selection falls back to the local row
> - A platform that manages the sandbox for its tenants needs both: the
tenant adds env vars (and nothing else), and local execution is neither
visible nor reachable
> - This pull request opens exactly one tenant edit (env vars) on the
managed sandbox row, and adds an `enableManagedSandboxOnly` mode that
hides local and makes run selection fail closed
> - The benefit is a complete managed-sandbox experience with no change
for self-hosted instances

## Linked Issues or Issue Description

**Subsystem affected**

Environments (managed sandbox provisioning, environment routes, run
environment selection) and the environments UI.

**Problem or motivation**

Platform-provisioned sandbox environments
(`metadata.managedByPaperclip`) reject every write on cloud-managed
instances. Agents often need environment variables inside their sandbox.
The tenant has no way to set them on the managed row. Separately, an
operator cannot remove local execution: the environment list always
shows the local row, and run selection falls back to it when no default
is set.

**Proposed solution**

Allow an envVars-only PATCH on the managed sandbox row, and echo those
env vars back for editing. Add a managed-tier feature
(`enableManagedSandboxOnly`) that hides the local environment from all
read surfaces and redirects local-landing run selection to the managed
sandbox environment, failing closed when it is unavailable.

**Alternatives considered**

UI-only hiding of the local row. This was rejected: it does not stop a
run from resolving to local, so it is presentation without enforcement.
Full unlock of the managed row was also rejected: name, driver, and
config stay platform-owned so boot reconciliation cannot fight tenant
edits.

## What Changed

- `server/src/routes/environments.ts`: the platform-provisioned write
floor admits an envVars-only PATCH on the generalized managed sandbox
row (sandbox driver, `managedByPaperclip`, not legacy kubernetes-marker
rows). Name, driver, config, status, metadata, and DELETE stay rejected.
The read floor stops blanking env vars on that row; credential-shaped
config keys stay redacted for every actor. Legacy kubernetes-marker rows
keep the full floor.
- Same file: under `enableManagedSandboxOnly`, the environments list and
the by-id read omit the local row for every actor, including instance
admins.
- `server/src/services/execution-workspace-policy.ts`:
`resolveExecutionWorkspaceEnvironmentId` gains the managed-sandbox-only
inputs. A selection that lands on the local environment is redirected to
the managed sandbox environment. With no active managed row it throws
`ManagedSandboxUnavailableError` — never local. Non-local selections
(ssh, user-created sandboxes) are untouched.
- `server/src/services/heartbeat.ts`: the run path reads the flag, looks
up the managed row (`findManagedSandboxEnvironment`, new read-only
finder in `environments.ts`), and passes both to the resolver. Mirrors
the forced-kubernetes precedent, which keeps precedence when both
regimes are on.
- `server/src/services/managed-environments.ts`: after a successful
reconcile, the instance default environment moves to the managed sandbox
row when the current default is unset, local, or dangling. A
tenant-chosen custom environment is never overridden.
- `packages/shared`: new `enableManagedSandboxOnly` key (schema default
false, catalog tier `managed`, cloudDefault false, selfHostedDefault
false) and the matching interface field.
- UI: managed rows show a "Managed by Paperclip" lock badge; editing one
opens a dedicated env-vars-only editor that sends the one PATCH shape
the server admits (the old full form failed with a 403 on save). New
`ui/src/lib/managed-sandbox-environment.ts` mirrors the local filter for
cached lists (applied in the project picker; the agent picker already
excluded local). The experimental settings page gains the toggle at its
alphabetical card position. `environmentsApi.update` now declares the
`envVars` field it already sent.
- Tests: environment route floor coverage (envVars-only accepted, mixed
bodies rejected, legacy rows still blanked and locked, local hidden and
404 under the flag, self-hosted unchanged), an embedded-postgres service
test pinning that boot reconciliation never touches tenant env vars,
resolver redirect/fail-closed cases, managed-environments
default-stamping cases, and UI lib/settings tests.

## Verification

- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/environment-routes.test.ts
src/__tests__/environment-service.test.ts
src/__tests__/execution-workspace-policy.test.ts
src/services/managed-environments.test.ts` — all pass.
- `pnpm --filter @paperclipai/shared exec vitest run` — 425 pass
(catalog/schema default parity is pinned by an existing test).
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` and the affected UI
suites (CompanyEnvironments, InstanceExperimentalSettings incl.
card-order test, new lib test) — all pass.
- Full workspace `pnpm test`: 3,414 passed. 17 files report failures on
this machine; the identical 17 fail on a clean `origin/master` worktree
in the same environment (git-worktree/skills/embedded-postgres
environment dependencies and plugin-SDK zero-test collections). One
additional file (`issue-monitor-scheduler.test.ts`) failed one
timing-sensitive test in one of two full-suite runs and passes 7/7 in
isolation on this branch — a flake in a domain this diff does not touch.
The branch introduces no new failures.
- Self-hosted zero-delta: every new behavior is gated on the
cloud-managed instance check or the new flag, which defaults to false in
schema and catalog; pinned by the "does not floor platform-marked rows
on self-hosted instances" and flag-off tests.

## Risks

- Behavior is opt-in twice over: the write-floor exception applies only
to rows the managed-config provisioner stamps, and the hiding/forcing
applies only when `enableManagedSandboxOnly` is on (default false
everywhere). Self-hosted instances see no change.
- The env-vars echo is scoped to the generalized managed sandbox row;
legacy kubernetes-marker rows keep the blanket floor because
pre-generalization builds may have written platform values there.
- Fail-closed run selection means a managed instance with the flag on
and an archived managed row (provider plugin down) refuses runs with a
precise error instead of running locally. That is the intended posture.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-08-11 11:40:57 -07:00
DottaandPaperclip 145d86911b Remove decision training UI (#11225)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Decisions desk shows work that needs an operator response.
> - It also exposed decision-training actions and a separate training
library.
> - Paperclip does not plan to use these training surfaces now.
> - Keeping inactive controls makes the Decisions workflow harder to
scan.
> - This pull request removes the training UI and keeps the backend
snapshot contract unchanged.
> - The benefit is a smaller and clearer Decisions workflow without a
data migration.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Decisions desk currently exposes training controls, training state,
and a separate training library route.

**Subsystem affected**

`ui/` — React and Vite board UI.

**Current behavior**

Operators can open a training library from the Decisions toolbar. They
can also mark a decision for training from rows and inspect the result
in a drawer.

**Proposed behavior**

Remove the training controls, badges, drawer, library pages, and routes
from the Decisions UI. Keep the server APIs and stored training examples
unchanged.

**Reason and benefit**

The product does not plan to use decision training now. Removing the
unused surfaces reduces Decisions UI noise and avoids presenting a
workflow that operators should not use.

**Breaking changes**

The `/decisions/training` UI routes are no longer registered. Existing
server endpoints and stored decision-training data remain compatible.

## What Changed

- Removed decision-training controls and state from Decisions toolbars,
rows, queue pages, and shelves.
- Removed the training drawer, library, inspector, API client, helpers,
query keys, and routes.
- Added route and row regressions that assert training UI does not
return.
- Updated the Decisions Storybook description to match the available
controls.

## Verification

- `pnpm exec vitest run ui/src/App.test.tsx
ui/src/components/AttentionQueueRow.test.tsx` — 32 tests passed.
- `pnpm check:token-gates` — all gates clean.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — server and UI partitions passed. The CLI partition
had one environment-only failure because this agent runtime injects
static AWS credentials. The exact CLI file passed all 8 tests when those
credential variables were unset.
- Searched `ui/src` and `ui/storybook` for the removed training routes,
drawer, library, badges, and actions. Only negative regression
assertions remain.

## Risks

- Low implementation risk. This change deletes UI-only entry points and
does not change the database or server APIs.
- Saved training-page URLs no longer render a board route. This is the
intended behavior.

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

## Model Used

- OpenAI Codex, model `gpt-5.6-sol`, with `xhigh` reasoning. The runtime
did not expose the context-window size. The agent used repository tools,
shell execution, and automated tests.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 14:23:57 -04:00
DottaandPaperclip 7734f4b32d fix(ui): keep slash autocomplete scrollable in dialogs (#11222)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip helps operators manage AI-agent companies.
> - Operators create tasks and comments through shared rich-text
editors.
> - These editors show slash-command and mention matches in a floating
menu.
> - Modal dialogs treat that body-level menu as outside content and
cancel its wheel and touch movement.
> - This pull request keeps scroll events inside the floating menu and
preserves native scrolling.
> - The benefit is that operators can reach every match with a mouse
wheel, a trackpad, or a touch screen.

## Linked Issues or Issue Description

No public GitHub issue exists for this bug.

**What happened?**

Slash-command and mention menus could contain more matches than their
visible height. When an editor was inside a modal dialog, the modal
scroll lock canceled wheel and touch movement on the body-level menu
portal. Operators could not scroll to later matches.

**Expected behavior**

The autocomplete menu must scroll with a mouse wheel, a two-finger
trackpad gesture, and a vertical touch gesture. Keyboard selection and
normal editor behavior must stay unchanged.

**Steps to reproduce**

1. Open a task or comment editor inside a modal dialog.
2. Enter a slash command or mention query that has more matches than the
menu can show.
3. Try to scroll the menu with a wheel, trackpad, or touch gesture.

**Paperclip version or commit**

`7ea2068ef8` on `master`.

**Deployment mode**

Local development UI built from source.

## What Changed

- Keep wheel and touch movement inside the shared autocomplete menu
portal.
- Add vertical overscroll containment while preserving native momentum
scrolling.
- Add a regression test that mounts the real dialog and verifies that
wheel and touch movement stay uncanceled.

## Verification

- `pnpm --dir ui exec vitest run src/components/MarkdownEditor.test.tsx`
- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm test:run`
- `pnpm build`

The two AWS variables are omitted from the full test command because
this agent runtime injects static AWS credentials. One unrelated CLI
doctor test correctly warns when those credentials are present. The CI
environment does not inject them.

## Risks

- Low risk. Event propagation stops only on the open autocomplete menu
portal.
- Ancestor listeners no longer receive wheel or touch movement from that
menu. Native menu scrolling and option-level touch handling still
receive the events.

> 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 model ID `gpt-5`. The deployment suffix and
context-window size are not exposed to the agent. The model used agentic
reasoning, repository tools, GitHub tools, and local code execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 13:59:57 -04:00
DottaandPaperclip 7ea2068ef8 fix(files): only highlight accessible workspace file links (#11090)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task comments can contain references to files in project and
execution workspaces.
> - Paperclip detected path-shaped inline code and showed it as an
actionable file chip.
> - The UI did not first confirm that the current board session could
open the file.
> - Missing, denied, ambiguous, remote, and unsupported files therefore
looked actionable and failed after a click.
> - This pull request adds an issue-scoped availability check and
promotes only confirmed files to chips.
> - The benefit is that the task thread shows a file action only when
that action can succeed.

## Linked Issues or Issue Description

**What happened?**

Task comments promoted path-shaped inline code to file chips before
Paperclip checked the file. A chip could point to a missing, denied,
ambiguous, remote, or non-previewable file. The action then failed after
the user selected it.

**Expected behavior**

Paperclip must show a file chip only after the server confirms that the
current board session can open the exact file reference. All other
path-shaped text must stay ordinary inline code.

**Steps to reproduce**

1. Add a task comment that contains inline code with a missing or
inaccessible workspace path.
2. Open the task thread as a board user.
3. Observe that the path looks like an actionable file chip.
4. Select the chip and observe that the file cannot open.

**Paperclip version or commit**

`19be4cf927` and earlier.

**Deployment mode**

Local dev and self-hosted server.

**Access context**

Board user.

## What Changed

- Added shared request, response, and validation contracts for batched
workspace-file availability checks.
- Added an issue-scoped server endpoint that resolves file references
with company, issue, workspace, and preview-access checks.
- Added bounded batch concurrency and tests for missing, denied,
ambiguous, remote, unsupported, and available files.
- Added an issue-scoped UI availability registry that deduplicates,
batches, caches, and invalidates file checks.
- Changed task-comment markdown rendering so only confirmed files get
chip styling and file-viewer behavior.
- Bound each chip to the exact workspace target that passed the
availability check.

## Verification

- `pnpm exec vitest run
packages/shared/src/workspace-file-resource.test.ts
server/src/__tests__/file-resources.test.ts
ui/src/components/MarkdownBody.test.tsx
ui/src/components/WorkspaceFileMarkdownBody.availability.test.tsx
ui/src/lib/remark-workspace-file-refs.test.ts
ui/src/lib/workspace-file-availability.test.ts` — 93 passed, 35 skipped.
- `pnpm check:token-gates` — clean.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — all server and UI groups passed. One unchanged CLI
test saw the run-injected static AWS credentials and expected only its
local `AWS_PROFILE`. The same test passed, 8 of 8, after removing only
`AWS_ACCESS_KEY_ID` and `AWS_SECRET_ACCESS_KEY` from its process
environment.

## Risks

- File chips now appear after an asynchronous availability check, so
path-shaped text can briefly render as inline code.
- Availability results use the existing 30-second file-resource cache
window. File-resource invalidation forces a new check.
- The endpoint limits each request to 100 references and the client
chunks larger sets.

> 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 service did not expose a more specific
model ID or context-window size. The agent used high-reasoning mode,
repository tools, 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
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-11 12:11:45 -04:00
scotttong 815e49bb7c feat: make chat-style tasks the default experience (#11101) 2026-08-11 09:06:21 -07:00
scotttongandPaperclip cc35c3c395 feat: structure and humanize recovery notices (#11075)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip posts system comments when automatic run recovery cannot
continue
> - These comments currently mix the main event with recovery
identifiers and routing details
> - The task chat shell also renders these comments as large raw text
blocks
> - Operators need a short explanation first and inspectable evidence on
demand
> - This pull request emits structured recovery notices and renders them
as compact humanized rows
> - The benefit is a quieter task thread that keeps the full recovery
evidence available

## Linked Issues or Issue Description

Related prior extraction source: #11070. This pull request replaces only
its structured recovery notice slice with a focused branch based on
current master.

**What existing behavior does this improve?**

Paperclip recovery escalations and the experimental task chat
system-comment renderer.

**Current behavior**

Recovery escalation comments put action identifiers, owner details, run
details, and failure codes into the visible markdown body. The task chat
shell renders the complete system comment as a large text block.

**Proposed behavior**

The server emits a short system notice with typed metadata sections. The
task chat shell classifies known recovery families and renders one
compact row. An operator can expand the row to inspect the full body and
metadata.

**Reason and benefit**

The main thread stays readable during repeated recovery activity. Typed
links and evidence remain available without exposing raw failure text in
the default view.

**Breaking changes**

The visible recovery comment body is shorter. Recovery action
deduplication now reads the structured metadata and still recognizes
legacy body markers. No API schema or database migration changes.

## What Changed

- Emit stranded recovery escalations with `system_notice` presentation
and typed recovery, owner, run, and failure-code metadata.
- Share bounded metadata row builders across recovery notice producers
and preserve legacy deduplication compatibility.
- Humanize known recovery notice families and render compact expandable
task-chat rows.
- Route system-authored comments ahead of derived agent authorship so
recovery notices do not appear as agent bubbles.
- Add focused server and UI regression coverage.

## Verification

- `pnpm check:token-gates` — 3/3 clean.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/shared exec vitest run
src/validators/issue.test.ts` — 32 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/services/recovery/stranded-notice.test.ts
src/__tests__/issue-recovery-actions.test.ts` — 57 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/services/recovery/successful-run-handoff.test.ts
src/services/recovery/stranded-notice.test.ts` — 39 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t 'escalates an
exhausted failed successful-run handoff without using generic
continuation recovery first|escalates an exhausted successful handoff
run that still leaves no disposition'` — 2 tests passed.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-process-recovery.test.ts -t 'blocks assigned
todo work after the one automatic dispatch recovery was already used'` —
passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/system-notice-humanizer.test.ts
src/components/task-chat/TaskChatSystemNotice.test.tsx
src/components/task-chat/task-chat-adapter.test.ts` — 15 tests passed.
- Storybook visual baselines were not updated because this chat-shell
path has no affected snapshot baseline. Focused rendering tests and
token gates cover this change.

## Risks

- Consumers that parse recovery action identifiers from comment markdown
must move to structured metadata. Server deduplication remains backward
compatible with legacy comments.
- The humanizer uses stable recovery-family phrases. Unknown notices use
a generic truncated first-sentence fallback.
- The UI changes only the experimental task chat presentation. The
stored comment body and expanded metadata remain available.

> 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, reasoning mode, repository tools, shell
execution, and GitHub integration. The runtime did not expose a
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 18:41:52 -07:00
scotttongandPaperclip 4e9a78db58 feat(ui): persist task chat composer drafts (#11076)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People send task instructions through the board task chat.
> - A page refresh or task switch can discard an unfinished message in
the redesigned composer.
> - The existing task chat already supplies a task-specific draft key.
> - The redesigned composer must use that key without changing
attachment or send behavior.
> - This pull request restores, saves, and clears text drafts in the
redesigned composer.
> - The benefit is that users can return to unfinished task messages
without losing their text.

## Linked Issues or Issue Description

Related prior work: #11070. This pull request extracts only the final
composer draft behavior from that larger draft.

**Subsystem affected**

ui/ — React + Vite board UI.

**Problem or motivation**

The redesigned task chat composer does not use the draft key that the
task thread already provides. A refresh, navigation, or unmount can lose
an unfinished message.

**Proposed solution**

Persist text drafts by task key in local storage. Restore a draft when
the composer mounts. Save changes after a short delay and flush pending
text during unload or unmount. Clear the draft only after a successful
send.

**Alternatives considered**

The composer could save on every keystroke. A short delay avoids
unnecessary synchronous storage writes. The feature could also stay in
the larger predecessor PR, but a focused PR is easier to review and
verify.

**Roadmap alignment**

This is a focused usability improvement for the task conversation
surface. It does not add or duplicate a roadmap capability.

## What Changed

- Added safe draft storage helpers for load, save, and clear operations.
- Connected the task-specific draft key to the redesigned task chat
composer.
- Preserved drafts across debounce windows, unmounts, page unloads,
failed sends, and React Strict Mode probes.
- Cleared drafts after successful sends without changing current
attachment safeguards.
- Added focused composer and thread integration tests.

## Verification

- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/task-chat/TaskChatComposer.test.tsx
src/components/TaskChatThread.test.tsx`

## Risks

- Local storage can be unavailable or full. The helpers catch storage
errors and keep the composer usable.
- Only text is persisted. Attachments, work mode, and assignee
selections remain session state.
- Draft keys remain task-scoped, so text does not cross task boundaries.

> 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 model `gpt-5`. The context-window size is not exposed
in this environment. The model used agentic reasoning, tool use, code
execution, and test execution.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 18:32:49 -07:00
Evyatar BluzerandAndrew Aymeloglu 1791979512 refactor(a11y): add ARIA progressbar attributes to BudgetPolicyCard (#1805)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Humans oversee those agents in teams, so each team needs its own
spend controls
> - The BudgetPolicyCard component shows how much of a budget is
consumed
> - The utilization bar in that card is a styled div with no ARIA role,
value, or label
> - A screen reader user therefore cannot hear how much budget is used
> - This pull request adds role="progressbar" and the matching ARIA
value attributes
> - The benefit is that assistive technology announces budget
utilization the same way sighted users see it

## Linked Issues or Issue Description

No existing issue. Related pull requests: #1869 and #1878 add the same
progressbar
semantics to ProviderQuotaCard and QuotaBar. They touch different files.

The problem follows the bug report template:

**What happened?**
The budget utilization bar in `BudgetPolicyCard` renders as a plain
`div`. It has no
`role`, no `aria-valuenow`, and no accessible name. A screen reader
announces nothing
for it. The user can read the "Remaining" amount, but not the
utilization percentage.

**Expected behavior**
The bar is announced as a progress bar. It reports the current
utilization percentage,
with its minimum and maximum.

**Steps to reproduce**
1. Open a project or agent page that shows the budget card.
2. Start VoiceOver (Cmd+F5 on macOS).
3. Move the cursor to the budget utilization bar.
4. VoiceOver announces nothing.

**Paperclip version or commit**
master, `ui/src/components/BudgetPolicyCard.tsx`.

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

## What Changed

- Added `role="progressbar"` to the inner bar element.
- Added `aria-valuenow` with the rounded utilization percentage.
- Added `aria-valuemin={0}` and `aria-valuemax={100}`.
- Added `aria-label` in the form `Budget utilization: 73% used`.

`aria-valuenow` and `aria-label` use the same `progress` value. That
value is already
capped at 100 by `Math.min(100, summary.utilizationPercent)`, so the
reported value
stays inside the min/max range when a scope is over budget.

An earlier revision also changed the budget amount `Input` to
`type="number"`. That
change is removed. It changed input behavior and was not an
accessibility fix.
See "Risks".

## Verification

1. Open a page that shows the budget card.
2. Start VoiceOver (Cmd+F5 on macOS) and move to the utilization bar.
3. VoiceOver announces "Budget utilization: X% used, progress
indicator".
4. Inspect the element. `aria-valuenow` equals the displayed percentage,
and it stays
   at 100 when utilization is above 100%.

The change adds attributes only. There is no visual change.

## Risks

Low risk. The change adds ARIA attributes to one element in one
component. It changes
no logic, no styling, and no layout.

The `type="number"` change is removed on purpose. With `type="number"`,
a browser
reports an empty string for text it cannot parse. `parseDollarInput("")`
then returns
`0` instead of `null`, so the existing "Enter a valid non-negative
dollar amount."
error never appears and unparseable input silently becomes a $0.00
budget. The
`inputMode="decimal"` input keeps that validation path working.

## Model Used

Original implementation by @bluzername. The author did not state a
model.
Scope reduction, branch update, and this description: Claude Opus 5 (1M
context,
extended thinking, tool use), prepared under maintainer review.

## Checklist

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

---------

Co-authored-by: Andrew Aymeloglu <aaymeloglu@gmail.com>
2026-08-07 19:51:03 -05:00
TonioandPaperclip 384e5f6178 revert(ui): back out onboarding port (#10786) (#11067)
This reverts commit 11e56654f8.

#10786 ported the onboarding flow from a standalone prototype and
repointed `/onboarding` at the new `CloudOnboardingFlow`, deleting the
existing `OnboardingWizard.tsx` in the process. The ported flow is not
ready to be the shipping onboarding experience: it landed as a single
large port rather than an incremental migration, it pulled `motion`,
`three` and `@types/three` onto the UI dependency list for prototype
visuals, and it deleted the wizard that four in-flight pull requests
(#9900, #9501, #8982 and one more) were building on — those went
CONFLICTING the moment the file disappeared.

Rather than keep the half-migrated state on master while that is sorted
out, back the port out whole and re-land it incrementally. This restores
`OnboardingWizard.tsx` and the previous versions of the four e2e specs,
drops the `onboarding-preview.html` Vite entry, the DesignGuide
onboarding section and the `data-viz-misc` storybook story, and removes
the three prototype dependencies from `ui/package.json`.

This is an exact mechanical inverse of the squash commit — 41 files,
+2089/-3647, no hand edits. Reverting this commit restores all 41 files
byte for byte, so the port is recoverable in full when it is ready.

`pnpm-lock.yaml` is deliberately not touched. #10786 never updated it;
bot commit 4683f26c9 (#11036) added the `motion`/`three` entries
afterwards, so the lockfile is now ahead of the manifest. CI owns
lockfile updates (`.github/workflows/pr.yml`) and the policy job
regenerates it from the changed manifest.

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 14:55:34 -07:00
DottaandPaperclip 0a511ed1b0 feat(apps): support multiple provider connections (#11060)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps subsystem connects company tools through governed provider
connections.
> - A company can need more than one account for the same provider.
> - The current database constraint and Apps flow assume one named
connection per company.
> - New quarantined actions also need an explicit review decision before
activation.
> - This pull request supports multiple provider connections and
complete action review decisions.
> - The benefit is safer access control and a clear multi-account Apps
workflow.

## Linked Issues or Issue Description

Refs: #11040

**Subsystem affected**

Cross-cutting. This change affects the Apps UI, the tool access API, the
shared request contract, and the database schema.

**Problem or motivation**

The connection name constraint prevents a company from keeping more than
one connection for a provider. The Apps UI also reuses an existing OAuth
connection when a user asks to connect another account. Action review
can enable selected entries without recording a decision for every
quarantined action.

**Proposed solution**

Remove the company and connection name uniqueness constraint. Let users
open, count, edit, and create multiple provider connections. Require the
finish request to cover every quarantined action exactly once before the
server activates reviewed entries.

**Alternatives considered**

The UI could generate unique internal names and keep the database
constraint. This would preserve a one-connection assumption in the data
model and would make display names part of identity. The server could
also infer review decisions from enabled actions. This would not
distinguish a reviewed disabled action from an action that the user did
not review.

**Roadmap alignment**

This change extends the completed MCP Tool Gateway and Apps milestone.
It also supports the Connected Apps roadmap item. It follows the
navigation and connection management work in #11040.

## What Changed

- Remove the company-scoped connection name uniqueness index with an
ordered and idempotent migration.
- Add a reviewed action list to the finish-app contract and reject
incomplete or duplicate review decisions.
- Activate reviewed entries and keep unreviewed quarantined entries
blocked.
- Enable a completed connection and preserve the company and connection
scope in all updates.
- Show provider connection counts and open the provider setup page from
Browse.
- Let users edit existing connections or connect another account without
reusing an active OAuth connection.
- Update focused server and UI coverage for multiple connections and
action review.

## Verification

- Ran the focused Apps UI suite. All 116 tests passed in 11 files.
- Ran the focused server and CLI suite. All 276 tests passed in 3 files.
- Ran `pnpm --filter @paperclipai/db check:migrations`. The migration
safety check passed.
- Ran `pnpm -r typecheck`. All projects passed.
- Ran `pnpm build`. All projects built successfully.
- Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One
worktree-safety assertion failed because the execution workspace reloads
its worktree marker. The same test passed with an isolated non-worktree
marker.
- Ran `pnpm check:token-gates`. It reports 12 existing violations in the
unchanged `PaperclipOrbit3D.tsx` file from the target branch.
- Started the six affected Playwright specifications. Chromium could not
start because the host does not provide `libatk-1.0.so.0`. The GitHub
e2e jobs will verify these specifications.
- GitHub Actions passed every final-head CI gate, including all three
e2e shards and the aggregate `e2e` and `verify` jobs.
- Greptile reviewed final commit `9af9200426` at 5/5 with zero review
threads.

## Risks

- Removing the name uniqueness index permits duplicate display names.
Stable connection IDs and UIDs remain unique within a company.
- The finish-app endpoint accepts the new review field as optional for
backward compatibility. When clients send it, the server requires a
complete decision for all quarantined actions.
- Multiple OAuth connections depend on the explicit new-connection route
flag. Focused tests cover active and draft connection reuse.
- The migration is ordered after migration 0210. Its `DROP INDEX IF
EXISTS` statement is safe to repeat.

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

## Model Used

OpenAI Codex with the `gpt-5.6-sol` model assisted this change. The
agent used repository tools, code execution, test execution, and agentic
reasoning. The Codex runtime manages the context window.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 16:28:04 -05:00
DottaandPaperclip b18b0fc39b feat: refine app connections and legacy worktree startup (#11040)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps UI manages app discovery and app connections.
> - The managed worktree runtime starts agent work in repository
worktrees.
> - The Apps routes do not match the main discovery flow, and the
connections view lacks a delete action.
> - Legacy managed worktrees can also start before their pending seed
operation runs.
> - This pull request makes app discovery the main Apps route and makes
connection management explicit.
> - It also seeds legacy managed worktrees before runtime startup and
makes the CLI read the repository-local config.
> - The benefit is a clearer Apps workflow and a safer managed-worktree
startup path.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps navigation, app connection management, managed
git-worktree startup, and CLI worktree selection.

**Subsystem affected**

Cross-cutting. The change affects `ui/`, `server/`, `cli/`, and
development documentation.

**Current behavior**

The `/apps` route opens the connections list while discovery uses a
nested route. The connections list has no delete action. Some legacy
managed worktrees can start runtime work before their pending seed
operation runs. The CLI can also read an ambient Paperclip config
instead of the repository-local config.

**Proposed behavior**

The `/apps` route opens Browse, and `/apps/connections` opens the
connection list. Users can delete a connection after confirmation.
Runtime startup seeds legacy managed worktrees when required. The CLI
resolves the current worktree from the repository-local
`.paperclip/config.json` file.

**Reason and benefit**

Users can discover apps from the canonical Apps route and can manage
existing connections from a dedicated route. Legacy worktrees receive
their required repository content before agent runtime starts. CLI
worktree selection stays scoped to the current repository.

**Breaking changes**

The `/apps` and `/apps/browse` route behavior changes. Old Browse links
redirect to `/apps`. The change does not modify an API schema or
database schema.

## What Changed

- Make Browse the canonical `/apps` page and move the connection list to
`/apps/connections`.
- Align Apps navigation, redirects, attention links, empty states, and
connection actions with the new routes.
- Add connection deletion with confirmation and clear failure feedback.
- Seed legacy managed git worktrees before runtime startup when their
seed status is pending.
- Read the CLI worktree selection from the repository-local Paperclip
config.
- Update focused UI, server, CLI, and development documentation
coverage.

## Verification

- Ran 202 focused UI, server, and CLI tests. All tests passed.
- Ran `pnpm -r typecheck`. All projects passed.
- Ran `pnpm build`. All projects built successfully.
- Ran `pnpm test:run`. The server and UI stages passed 7,168 tests. The
CLI stage found one environment-sensitive secrets test because this
workspace injects static AWS credentials. The isolated CLI file passed
all 8 tests after those injected variables were unset.
- Ran `pnpm check:token-gates`. It reports 12 existing color-token
violations in the unchanged `PaperclipOrbit3D.tsx` file from the target
branch. This pull request does not modify that file.
- Ran focused regression coverage for repository-root CLI config
resolution and connection deletion state. All tests and affected package
typechecks passed.
- Collected all 27 tests in the six changed Playwright specifications
successfully.
- GitHub Actions passed every latest-head CI gate, including all three
e2e shards and the aggregate `e2e` and `verify` jobs.
- Greptile reviewed the final commit at 5/5 with zero unresolved
threads.

## Risks

- Existing bookmarks for `/apps/browse` redirect to `/apps`.
- Connection deletion changes visible connection state and requires user
confirmation.
- The legacy seed path runs only for managed git worktrees with pending
seed state. Tests cover the startup condition.
- The rebase preserves the target branch's direct OAuth policy for the
Notion connection flow.

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

## Model Used

OpenAI Codex with the GPT-5 model family assisted this change. The agent
used reasoning, repository tools, code execution, and test execution.
The runtime does not expose the exact model snapshot or context-window
size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 14:26:40 -05:00
Nicky LeachandPaperclip 01b51dc0e5 fix(runtime): stop Live badge and Working shimmer after task teardown (#10985)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task list and the chat views show a Live badge and a Working
shimmer for an issue that has an active run.
> - A finished task kept the Live badge and the Working shimmer after
the run ended and the sandbox stopped.
> - The user interface reads run liveness from the
`heartbeat_runs.status` row. The run finalizer writes the terminal
status in a step that is separate from the agent `status=done` update.
When the sandbox or the run process stops between the two steps,
`heartbeat_runs.status` stays `running` forever.
> - A run row that stays `running` makes a finished task look
perpetually Live, and the user interface has no guard for an issue that
already reached a terminal status.
> - This pull request closes the invariant "environment lease released
implies the run is terminal" on the server, and adds a user interface
guard that suppresses live state for a terminal issue.
> - The benefit is that a finished task stops showing Live and Working,
both at the source (the run row) and at the surface (the badge and the
shimmer).

## Linked Issues or Issue Description

**Bug description**

- A completed task kept the Live badge and the Working shimmer after its
run ended and the sandbox was torn down.

**Steps to reproduce**

- Run an agent task to completion. Let the sandbox tear down while the
run finalizer is between the `status=done` update and the terminal
run-status write.
- Open the task list or the chat view for the finished task.

**Expected behavior**

- A finished task shows no Live badge and no Working shimmer.

**Actual behavior (before this change)**

- The finished task showed the Live badge and the Working shimmer
because its `heartbeat_runs.status` row stayed `running`.

This pull request supersedes the two separate pull requests #10954
(frontend) and #10955 (backend). It carries all of their changes for the
same race.

## What Changed

Server:

- Run teardown terminalizes a still-running or still-queued run before
it releases the environment lease. It writes `succeeded` when the issue
already reached `done`, `cancelled` when the issue is `cancelled`, and
`interrupted` otherwise. It never overwrites a status that another path
already made terminal.
- The recovery stale-lock sweep terminalizes an orphaned running run to
`interrupted` after it confirms the process and the sandbox are both
gone. It requires recorded process metadata, so it never terminalizes a
live run, a queued run, or a scheduled retry.
- Each terminal transition writes a run event.
- The stale-lock sweep continues and clears the lock when the audit
write fails. It logs the failure loudly.
- New server tests cover both invariants.

User interface:

- A shared guard suppresses the Live badge and the Working shimmer when
the issue status is terminal.
- The guard keeps non-terminal `queued` and `running` issues live.
- The guard prefers the newest issue live-status snapshot.
- New user interface tests cover the guard and the snapshot preference.

## Verification

Server:

- `pnpm --filter @paperclipai/plugin-sdk ensure-build-deps && tsc
--noEmit` in `server/` — 0 errors.
- `pnpm --filter server test
heartbeat-run-lease-release-terminalization.test.ts
recovery-stale-issue-lock-sweep.test.ts` — 12 tests pass.

User interface:

- `pnpm --filter @paperclipai/ui typecheck` — 0 errors.
- `pnpm exec vitest run ui/src/lib/liveIssueIds.test.ts
ui/src/lib/issue-chat-messages.test.ts` — 40 tests pass.

## Risks

- Low risk. The server change only forces a still-live run row to a
terminal status when the lease releases or when the recovery sweep
confirms the process is dead. It never overwrites an existing terminal
status, and it guards the recovery path with process metadata to avoid
terminalizing a live run.
- The user interface change is additive. The guard only suppresses live
state for a terminal issue and keeps queued and running issues live.
- No database migration. No change to any external endpoint.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 07:23:56 -07:00
TonioandClaude Opus 5 11e56654f8 feat(ui): port onboarding flow from prototype; add cloud + local variants (#10786)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - First-run onboarding is the subsystem that turns a brand-new install
into a working company: it creates the company, its goal, a lead agent,
and that agent's first task
> - The existing `OnboardingWizard` carried all of that wiring
correctly, but its UI had drifted from the current design direction, and
a separate design prototype (`paperclip-onboard`) existed as a
standalone visual mock with no backend
> - Porting the prototype's *logic* would have thrown away working,
well-tested backend orchestration; leaving the two apart meant the
design never shipped
> - Separately, cloud and local (self-hosted) installs need meaningfully
different first runs — local has no sign-in and must let the user pick a
locally-installed CLI adapter — so a single linear wizard could not
serve both
> - This pull request rebuilds the presentational layer from the
prototype on top of the existing backend orchestration, and splits it
into two thin flow containers over a shared core
> - The benefit is that the shipped onboarding matches the intended
design, cloud and local can diverge without duplicating logic, and each
can later ship to a different app version while sharing one set of step
components

## Linked Issues or Issue Description

No existing issue — describing inline (feature request).

**What problem does this solve?**
Onboarding is the first thing a new user sees, and the shipped wizard
had drifted from the current design. In parallel, cloud and local
installs need different first-run paths: local has no hosted sign-in,
and its agent runs on a CLI adapter installed on the user's machine,
which the cloud path never has to ask about. There was no way to express
that difference without either forking the whole wizard or bolting
conditionals onto a single linear flow.

**Proposed solution**
Extract the onboarding step views and shell into a shared core, then
compose two thin flow containers (cloud and local) over it. Keep all
backend orchestration in the existing `useOnboardingFlow` hook so no
working logic is rewritten.

**Alternatives considered**
- *Single flow with a `variant` prop* — most DRY, but the two flows are
intended to ship on different app versions, and a shared file would have
to be split later anyway.
- *Two fully independent copies* — simplest per-flow, but every shared
refinement (spacing, motion, copy) would have to be made twice and would
drift.

## What Changed

- **Shared core** under `ui/src/components/onboarding/`:
`OnboardingScaffold` owns the full-screen shell and the single
`AnimatePresence` step crossfade, so both flows transition identically;
step views (Start / Company / Agent / Task), `FooterNav`, `AgentPreview`
and the motion constants are extracted for reuse.
- **`CloudOnboardingFlow`** — `start → company → agent → task`; mounted
in the real app via `OnboardingWizardVariant`. Behaviour matches the
retired wizard, including `previewMock` and the existing-company ("add
an agent") entry point.
- **`LocalOnboardingFlow`** — skips sign-in and adds an optional email
ask (with a privacy assurance), a local model/adapter step that hires
with `requireEnvProbe: true`, and a "star us on GitHub" interstitial
before completing. **Harness-only for now** — the real app still mounts
the cloud flow.
- **Deleted `OnboardingWizard.tsx`** (1,786 lines); updated its
Storybook stories and the `OnboardingWizardVariant` test to the new
components.
- **Orbiting 3D paperclip backdrop** behind the auth and welcome screens
(`three`), code-split so it only downloads on those screens; honours
`prefers-reduced-motion` and disposes its GL context on unmount.
- **`motion`** added for step transitions and the agent-capsule
choreography.
- Visual values routed through design tokens per `DESIGN.md`; `Stepper`
generalized to take a step total (backward compatible); `/design-guide`
page and the component index updated.
- **Standalone preview harness** (`ui/onboarding-preview.html`) with
`?flow=` and `?step=` for backend-free review, wired as a second Vite
rollup input.
- **Adapter env probe bound to the adapter it ran against.**
`hireLeadAgent` reused `adapterEnvResult` for any adapter, so when a
hire failed and the user picked a *different* local adapter and retried,
the previous adapter's verdict satisfied the `requireEnvProbe` guard
while the hire posted the new adapter's config — hiring it unprobed. The
cache is now keyed on the adapter type plus the exact config posted to
the test endpoint, the config is built once and shared by probe and
hire, a failed probe clears the cache, and `clearAdapterEnvResult()`
(called on adapter change) stops the step displaying a stale verdict.
Cloud is unaffected — it hires with `requireEnvProbe: false`. Reported
by Greptile.
- **E2E specs re-pointed at the new flow.** Four specs still drove the
deleted wizard (`onboarding`, `conference-room-typing-intro`,
`planning-mode-visual-verification`, `nux-phase4-screenshots`) and
failed with `element(s) not found` on `"Name your company"` /
`input[placeholder="Acme Corp"]`. Rather than repeat the new drive
sequence four times, `tests/e2e/onboarding-flow.ts` adds one driver per
step (`startCloudOnboarding`, `completeCompanyStep`,
`completeAgentStep`, `completeTaskStep`, `completeCloudOnboarding`) and
the specs import it, so the next flow change touches a single file. Two
now-dead `**/test-environment` route stubs went with it — the cloud flow
hires with `requireEnvProbe: false`, so that probe never fires.

## Verification

- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `npx vitest run` over the onboarding suites
(`OnboardingWizardVariant`, `AgentCapsule`, `onboarding-launch`,
`onboarding-goal`, `onboarding-route`, `onboarding-adapter-config`) — 33
tests pass.
- `pnpm --filter @paperclipai/ui build` — succeeds; the three.js chunk
splits out separately (522 kB raw / 133 kB gzip) rather than entering
the main bundle.
- Both flows driven end-to-end in the preview harness in `previewMock`
(no database writes), plus the cloud flow rendered in the real
authenticated app at `/onboarding` to confirm the mount swap.
- The four re-pointed e2e specs pass locally against the new flow.
- New `ui/src/hooks/useOnboardingFlow.test.tsx` — 4 cases pinning the
adapter-probe cache (switch-adapter retry, cold path, explicit clear,
and the cloud flow's `requireEnvProbe: false`). Verified non-vacuous:
the switch-adapter case fails against the pre-fix code.
- Rebased onto current `master`; `pnpm-lock.yaml` is deliberately
**not** committed — `.github/workflows/pr.yml` regenerates it when a
manifest changes and shares it with downstream jobs as the `pr-lockfile`
artifact.

## Risks

- **Deleting `OnboardingWizard.tsx` is the one change that alters
existing app behaviour.** The cloud flow is intended to be
behaviour-equivalent, and its entry points are covered by the updated
`OnboardingWizardVariant` test, but this is the area to review most
closely.
- **Conflict risk with open PRs that touch the old wizard**: #9900,
#9501, #8982 and #6636 all modify
`ui/src/components/OnboardingWizard.tsx`, which this PR removes.
Whichever lands second will need its change re-applied to the new step
components. Flagging so ordering can be decided deliberately.
- **New dependencies**: `motion` and `three` (+ `@types/three`). `three`
is large, so it is lazily imported and code-split — it does not affect
the main bundle. Both are MIT.
- The **local flow is not reachable in the app** yet (harness/canary
only), so it carries no runtime risk today; wiring it up is a follow-up.
- The auth screens remain **presentational only** — they are not wired
to real auth, unchanged from before this PR.
- **Pre-existing, not introduced here:** `OnboardingWizardVariant`
renders outside `<Routes>` in `App.tsx`, so its `useParams()` never
resolves `:companyPrefix` and `/{prefix}/onboarding` opens the welcome
screen instead of jumping to the agent step. `master` has the identical
structure, so this PR faithfully ports existing behaviour; the working
"add an agent" entry is the launcher card behind the overlay, which is
what the screenshot spec drives. Worth a separate fix.

## Model Used

Claude Opus 5 (`claude-opus-5`) via Claude Code, with extended thinking
and tool use (repo search/edit, local test + build execution, and
browser-driven visual verification of the rendered flows). Portions of
the session also ran on `claude-opus-4-8` and `claude-fable-5`.

## Checklist

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

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

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-06 23:35:05 -07:00
DottaandPaperclip 5da382fd59 feat(skills): require explicit merge modes (#10978)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can select company skills and synchronize them to adapter
runtimes
> - The skill sync API replaced the complete selection without an
explicit destructive choice
> - Company package import also replaced conflicting skills by default
> - These defaults could remove operator edits during setup and import
reruns
> - This pull request adds explicit assignment merge modes and safe
package conflict handling
> - The benefit is that reruns preserve operator work unless the caller
explicitly requests replacement

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves agent skill synchronization and company package
import.

**Subsystem affected**

This is a cross-cutting change across the shared contracts, server, CLI,
and UI.

**Current behavior**

Agent skill synchronization replaces the full desired skill set from a
modeless request. Package import replaces a conflicting skill when the
caller does not select a conflict mode.

**Proposed behavior**

Agent skill synchronization requires `add`, `remove`, or `replace`.
Package import skips conflicts by default. Each imported skill reports
whether it was created, renamed, replaced, or skipped.

**Reason and benefit**

Setup and import reruns must preserve operator edits by default.
Explicit destructive modes make data loss less likely and make each
outcome inspectable.

**Breaking changes**

Callers of the agent skill sync API must now send `mode`. Callers that
need the former behavior must send `replace`. Package import now uses
`skip` when `onConflict` is absent.

## What Changed

- Added required `add`, `remove`, and `replace` modes to the shared
agent skill sync contract.
- Added actionable `422` validation for missing or invalid modes.
- Updated first-party UI and CLI callers with explicit modes.
- Changed package skill conflict handling to use `skip` by default.
- Kept plugin-owned and built-in stock skill imports on explicit
`replace`.
- Added created, renamed, replaced, and skipped results to company
imports.
- Added regression coverage for merge modes and package conflict
outcomes.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run:serialized` (128 suites passed)
- `pnpm --filter @paperclipai/skills-catalog test` (20 tests passed)
- Focused agent skill route, company skill service, portability, CLI,
and UI tests passed.
- GitHub CI passed build, typecheck, canary, all general and serialized
test shards, all browser shards, policy, security, and final
verification on commit `2cfbb3e4c5`.
- Greptile reviewed the latest commit at 5/5 with zero unresolved
threads.

## Risks

- This change intentionally rejects modeless agent skill sync requests.
- The safe package default can leave an existing skill unchanged where
the old default overwrote it.
- All first-party callers now select a mode. Regression tests cover each
outcome.

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

## Model Used

- OpenAI `gpt-5.6-sol` through Codex. The runtime used agentic
reasoning, tool use, code execution, and repository editing. The runtime
did not expose the context window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-07 00:42:08 -05:00
scotttongandClaude Opus 4.8 ea83c5c822 feat(task-chat): bring back copy/👍/👎 actions on the agent bubble footer (#11025)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task view shows a threaded conversation between the user and the
agent, with agent replies rendered as bubbles that carry a "✓ Worked · N
tools" summary line.
> - The conference-room chat already offers per-message copy and
thumbs-up / thumbs-down feedback, but the redesigned task thread dropped
these controls from the agent bubble footer.
> - Users lose a quick way to copy an agent reply or send feedback on
it, and the redesign silently ignored the feedback-vote props it was
already given.
> - This pull request prepends a copy · thumbs-up · thumbs-down cluster
to the bubble summary line and wires the existing feedback-vote props
through.
> - The benefit is a consistent feedback surface across both chat views,
with no new API.

## Linked Issues or Issue Description

No public GitHub issue exists for this change; the underlying issue is
described inline below following the feature template
(`.github/ISSUE_TEMPLATE/feature_request.yml`).

#### Problem or motivation

The redesigned task thread renders each agent reply with a "✓ Worked · N
tools · <timestamp>" summary line, but it dropped the copy and thumbs-up
/ thumbs-down controls that the conference-room chat still shows. Users
can no longer copy an agent reply or vote feedback from the task thread.
The redesign component already received `feedbackVotes` and `onVote`
props but ignored them.

#### Proposed solution

Prepend a copy · 👍 · 👎 cluster to the summary line, leading the
always-visible timestamp, reusing the shared `IssueChatFeedbackButtons`
so both chat views speak the same feedback language. Anchor the cluster
to the turn's summary row (a sibling of the expandable tool-history
fold) so it stays on the summary line whether the tool history is
collapsed or expanded.

#### Alternatives considered

Placing the cluster inside the expandable fold — rejected because
expanding the tool history then re-centered the actions to the middle of
the tall fold.

#### Roadmap alignment

UI polish to the task thread; no core-roadmap overlap.

## What Changed

- Add `TaskChatBubbleActions`: a copy · thumbs-up · thumbs-down cluster
built on the shared `IssueChatFeedbackButtons`.
- Render the cluster on the agent bubble's "✓ Worked · …" summary line,
leading the timestamp; runless agent replies get the same cluster with
the timestamp trailing. Human and system bubbles are unchanged.
- Add a `leading` slot to `TaskChatTurn` so the actions sit on the
summary row, a sibling of the tool-history fold, and stay anchored when
the fold expands.
- Wire the redesign to the `feedbackVotes` / `onVote` props it already
received.
- Add a demo binding in the `TaskChatLab` dev harness.

## Verification

- `pnpm check:token-gates` — 3/3 gates CLEAN.
- `pnpm typecheck` — clean across all packages.
- `cd ui && pnpm vitest run
src/components/task-chat/TaskChatBubble.test.tsx
src/components/task-chat/TaskChatTurn.test.tsx` — 31/31 pass.
- Manual: open a task thread, confirm the copy / 👍 / 👎 cluster shows on
the agent bubble summary line before the timestamp, copy works, votes
toggle, and the cluster stays on the summary line when the tool history
is expanded.

Visual change: snapshot baselines are intentionally not updated, per the
`doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

Low risk. UI-only change scoped to the redesigned task-chat bubble
footer. It reuses an existing shared feedback component and existing
vote props; no API, schema, or server change. Human and system bubbles
are untouched.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, 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: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-06 18:26:44 -07:00
d84c5eae7a feat(ui): hide task priority from the UI (keep data model) (#11024)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks and issues carry a `priority` field that renders across many
product surfaces: the detail header, the Triage properties panel, Kanban
and thread cards, the New Task composer, list Sort/Group/Filter menus,
search filters, and the dashboard chart.
> - Product feedback found the priority level adds visual noise and
decision cost without clear value in day-to-day task flow.
> - We want to remove priority from the interface, but keep the data
model, API, validation, and search DSL fully intact so the choice is
reversible with no migration.
> - This pull request hides every priority indicator and control behind
one compile-time flag, `SHOW_TASK_PRIORITY_UI`, set to `false`.
> - The benefit is a calmer, simpler UI now, with a single-boolean
revive path and zero data loss.

## Linked Issues or Issue Description

<!-- No public GitHub issue exists. Describing in-PR per the feature
template. -->

**Subsystem affected**
The web UI (`ui/src`): issue detail, properties panel, Kanban/thread
cards, New Task dialog, issues list Sort/Group/Filter menus, search
filter bar/sheet, dashboard charts, and the design-guide showcase.

**Problem or motivation**
The task/issue priority level appears across many surfaces and adds
visual clutter and decision overhead without pulling its weight in
normal task flow. We want it gone from the interface without discarding
the underlying data or breaking anything that depends on it.

**Proposed solution**
Add a single compile-time UI flag, `SHOW_TASK_PRIORITY_UI` (default
`false`), and gate every priority indicator and control behind it. Leave
the data model, API params, Zod validation (including the `"medium"`
default), and the search filter DSL untouched. Reviving priority is a
one-line flip of the flag back to `true`.

**Alternatives considered**
Deleting the priority code and schema outright. Rejected: it is
irreversible, needs a data migration, and throws away a field the API
and search still support. A gated flag keeps the change reversible and
low risk.

**Roadmap alignment**
UI simplification. This is a presentation-only change; it does not alter
core agent or data behavior.

## What Changed

- Added `ui/src/lib/ui-flags.ts` exporting `SHOW_TASK_PRIORITY_UI:
boolean = false` (typed `boolean` so gated branches are not flagged as
dead code).
- Gated the priority row in the Triage properties panel and the editable
priority control in the issue detail header (plus its skeleton seed).
- Gated the per-card priority icon in `KanbanBoard` and in
`IssueThreadInteractionCard`.
- Hid the priority chip and the mobile "more" menu priority section in
the New Task dialog. The submit path still sends the `"medium"` default.
- Removed the Priority options from the issues list Sort and Group-by
menus; the comparator and grouping logic stay dormant.
- Hid the Priority sections in the issue filters popover and in the
search filter bar and sheet. The `priority:` search DSL and filter state
stay functional at the data layer.
- Suppressed active-filter priority pills for consistency.
- Gated the "Tasks by Priority" dashboard chart and the design-guide
priority showcase subsection.
- Left activity-feed "changed priority" history text intact as a
historical record.
- Updated call-site tests to assert priority UI is absent while the flag
is off, added focused hidden-surface tests, and added a test that proves
creating a task still persists `priority: "medium"`.

## Verification

- `pnpm check:token-gates` — all 3 gates clean.
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `pnpm --filter @paperclipai/ui exec vitest run` on the touched
surfaces (IssueProperties, IssueFiltersPopover, IssuesList,
NewIssueDialog, IssueDetail, PriorityIcon and its interaction test) —
all green under `TZ=UTC`.
- Manual: with the flag off, priority does not appear in the detail
header, Triage panel, New Task composer, Sort/Group/Filter menus, or the
dashboard chart. Creating a task still persists `priority: "medium"`,
and the `priority:` search token still filters at the data layer.

## Risks

Low risk. The change is presentation-only and additive: no data model,
API, validation, or search-DSL changes. The priority code paths remain
compiled and tested; flipping `SHOW_TASK_PRIORITY_UI` to `true` restores
the full UI. Visual snapshot baselines are intentionally not updated per
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, extended
thinking enabled, with tool use / code execution in an agentic coding
harness.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-06 16:19:22 -07:00
DottaandPaperclip f258b34bbd fix(ui): unify cloud-managed sign-out (#10994)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip can run as a self-hosted app or as a Cloud-managed tenant.
> - These modes need different sign-out sequences because Cloud owns
three sessions.
> - Several visible controls implemented sign-out separately and could
choose different paths.
> - This pull request adds one Cloud-aware sign-out action and moves
every visible control to it.
> - The benefit is one safe sign-out path in Cloud and unchanged local
sign-out in self-hosted deployments.

## Linked Issues or Issue Description

Refs #2073. That older PR adds a separate company-settings sign-out
surface. This change centralizes the existing account, company, and
instance-settings surfaces and preserves the self-hosted behavior
described there.

**What happened?**

Visible sign-out controls used separate implementations. A Cloud-managed
control could call the app-local sign-out endpoint and open the local
auth page. That path did not enter the Cloud-owned logout sequence for
the tenant, Cloud, and identity sessions.

**Expected behavior**

Every visible sign-out control must use one action. Cloud-managed
instances must navigate the top-level window to the same-origin
`/cloud/logout` route without a local sign-out call first. Authenticated
self-hosted instances must keep the local sign-out API and cache
invalidation behavior.

**Steps to reproduce**

1. Open a Cloud-managed tenant.
2. Use the account menu, company menu, or instance-settings sign-out
control.
3. Observe that independently implemented controls can enter different
sign-out paths.

**Paperclip version or commit**

The problem reproduces at `656ecfa585b31938e2685ffab3db22e794474803`.

**Deployment mode**

Cloud-managed tenant built from source. The regression tests also cover
authenticated self-hosted mode.

## What Changed

- Added `useSignOut` as the shared Cloud-aware sign-out action.
- Navigated Cloud-managed sessions to `/cloud/logout` exactly once
without calling local auth first.
- Preserved local API sign-out and cache invalidation for authenticated
self-hosted sessions.
- Migrated the account menu, company menu, and instance general settings
to the shared action.
- Added focused tests for mode selection, menu closure, pending state,
failure state, and settings behavior.

## Verification

- `pnpm exec vitest run ui/src/hooks/useSignOut.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/components/SidebarCompanyMenu.test.tsx
ui/src/pages/InstanceGeneralSettings.test.tsx` — 26 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `git diff --check origin/master..HEAD` — passed.

## Risks

- Low risk. The change centralizes existing behavior and adds no schema,
API, telemetry, or style-token changes.
- Cloud mode depends on the existing health decision. Tests pin both
mode branches.
- The change does not alter Fetch Metadata, CSRF, cookie, prefetch, or
return-URL protections owned by the Cloud logout route.

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

## Model Used

- OpenAI Codex, GPT-5. The runtime does not expose a more specific model
ID or context-window size. The agent used high-reasoning mode, shell
tools, and API tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (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>
2026-08-06 12:13:14 -05:00
656ecfa585 fix(server): keep Date fields intact through secret redaction; harden chat notice timestamps (#10984)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The task chat thread renders issue comments, system notices, and run
transcripts
> - The server routes comment payloads through the run-secret redaction
walker before it sends them
> - The walker rebuilds each object with `Object.entries`, and this
collapses `Date` instances to `{}`
> - The chat renderer then calls `.toISOString()` on an invalid date and
throws, and the thread falls back to the error banner
> - This pull request keeps `Date` instances intact in redacted
responses and makes the renderer safe against bad timestamps
> - The benefit is that task threads with system notices render
correctly again

## Linked Issues or Issue Description

**What happened**

Task threads that contain a system notice showed the banner "Chat
renderer hit an internal state error." in place of the conversation.
This occurred on many tasks.

**Expected behavior**

The thread renders all comments and system notices with correct
timestamps.

**Steps to reproduce**

1. Open a task that has at least one system notice comment (for example
a "Workspace ready" notice).
2. `GET /api/issues/{id}/comments` returns `createdAt: {}` for every
comment because the secret-redaction walker collapses `Date` objects.
3. The system-notice row calls `new Date({}).toISOString()`. This throws
`RangeError: Invalid time value` and trips the thread error boundary.

**Version / deployment**

Regression from #9934 (`e43f187ca`). It applies to all deployments that
include that commit.

## What Changed

- `server/src/services/run-secret-redaction.ts`:
`redactRegisteredSecretValues` now returns `Date` instances as-is. Dates
hold no redactable text, and the `Object.entries` rebuild turned them
into `{}`.
- `ui/src/components/IssueChatThread.tsx`: the system-notice row formats
its timestamp with a new `toValidIsoString` helper. A value that does
not parse as a date now degrades to "no timestamp" instead of a render
crash.
- Regression tests at three layers:
- Walker unit tests: `Date` values survive with and without registered
secret values.
- Route test: `GET /issues/:id/comments` serializes `createdAt` /
`updatedAt` as ISO strings.
- Render test: a system notice with a malformed `createdAt` renders
without the error boundary.

## Verification

- `npx vitest run --root server
src/__tests__/run-secret-redaction.test.ts` — 5 passed.
- `npx vitest run --root server
src/__tests__/issue-comment-redaction.test.ts` — 4 passed (embedded
Postgres route test).
- `cd ui && npx vitest run src/components/IssueChatThread.test.tsx
src/components/IssueChatThreadSystemNotice.test.tsx
src/lib/issue-chat-messages.test.ts` — 121 passed.
- Each new test was run against the unfixed code and failed there, which
confirms it guards the regression.
- A local sweep rendered 47 real issue threads through
`IssueChatThread`: 7 tripped the boundary before the fix, 0 after.

## Risks

- Low risk. The server change only preserves `Date` objects that the
walker destroyed before. String redaction behavior does not change, and
the registry-key stripping does not change.
- The UI change only affects the timestamp of system-notice rows and
omits it when the value is invalid.

## Model Used

- Claude Fable 5 (`claude-fable-5`), Anthropic. Agentic coding session
with tool use (file edits, shell, Vitest). No extended-context or
special reasoning mode.

## Checklist

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

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-06 10:29:07 -05:00
scotttongandClaude Opus 4.8 2ea22d6cea fix(ui): white text on light-mode user chat bubbles (#10952)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task detail view shows the conversation as chat bubbles. The
requester's own messages sit in a solid accent-colored bubble.
> - The bubble container sets `text-white`, but the message body renders
through `MarkdownBody`. Tailwind prose tokens (`--tw-prose-body`) win
over the inherited container color.
> - `prose-invert` only lightens the prose text in dark mode. In light
mode the prose body stayed its default dark color, so the text read as
near-black on the blue bubble and was hard to read.
> - This pull request maps the human bubble's prose tokens to the
inherited text color in both themes.
> - The benefit is that the requester's chat text is readable
white-on-blue in light mode, and dark mode stays exactly as it was.

## Linked Issues or Issue Description

<!-- No public GitHub issue exists; described in-PR per the bug report
template. -->

**What happened?**
In light mode, the text inside the user's own chat bubbles in the task
detail view rendered as dark (near-black) on the solid blue accent
background. This made the requester's messages hard to read.

**Expected behavior**
The text inside the user's accent-colored chat bubbles should be white
in light mode, matching the bubble's `text-white` intent. Dark mode
already rendered correctly and should not change.

**Steps to reproduce**
1. Open a chat-style task detail view in light mode.
2. Post a message as the requester (human) so it renders in the solid
blue accent bubble.
3. Observe the body text renders dark on blue instead of white.

**Paperclip version or commit**
Reproduces on `master` (branched from `814cb3367`).

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

## What Changed

- Add the existing `paperclip-markdown-on-accent` class to the
human-branch `MarkdownBody` in `TaskChatBubble.tsx`. This class (already
used by `IssueChatThread` for the same accent bubble) maps prose
body/heading tokens to `currentColor`, so the text follows the bubble's
`text-white` in both themes.
- Apply the same class to the human-branch `MarkdownBody` in
`TaskChatDescriptionBubble.tsx` (the description-as-first-bubble
surface) for consistency.
- Add unit tests covering that the human accent bubble carries the
on-accent class and the agent/neutral bubbles do not.

## Verification

- `pnpm check:token-gates` → 3/3 CLEAN.
- `pnpm --filter ./ui vitest run
src/components/task-chat/TaskChatBubble.test.tsx` → 9/9 passing.
- Manual: in light mode, the requester's chat bubble text renders white
on blue; agent/neutral bubbles unchanged; dark mode unchanged.

This is a visual change. Snapshot baselines are intentionally not
updated, per `doc/design/DECISION-SHEET.md` → "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

Low risk. The change is scoped to the human-branch `MarkdownBody`
className on two chat-bubble components and only remaps prose color
tokens to the inherited text color. Agent and neutral bubbles are
untouched, and dark mode behavior is unchanged.

## Model Used

Claude Opus 4.8 (Anthropic), model id `claude-opus-4-8`, ~200K context
window, extended thinking mode, with tool use / code execution.

## Checklist

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

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-06 01:08:04 -07:00