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Author SHA1 Message Date
32745f4e84 feat(issues): keep follow-up parents and show the creation source (#15762)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents delegate work by creating follow-up tasks through the issue
API, the CLI, and the chat `create_task` tool
> - An agent can omit `parentId` when it creates a follow-up from an
ordinary execution task. The API accepts the task as a top-level task.
The task hierarchy does not show where the task came from, even though
the run provenance is recorded
> - The operator must read run history to learn why the task exists.
This is slow and it hides delegated work from the parent task
> - This pull request keeps the parent link for delegated follow-ups by
default, keeps intentional standalone tasks possible, and shows an
access-checked "Created from <task> by <agent>" note on the task page
from the recorded run provenance
> - The benefit is that each agent-created task shows its source without
log inspection, while structural parentage, provenance, and blockers
stay separate concepts

## Linked Issues or Issue Description

Refs #13241 (shows tasks created from a task on the source task page;
this PR shows the reverse direction on the created task)
Refs #9727 (open proposal for creation provenance tracking)

**What existing behavior does this improve?**

Issue creation by agent runs, and the task detail page.

**Subsystem affected**

Server (`POST /api/companies/:companyId/issues`, `GET /api/issues/:id`),
shared types, UI task detail page, CLI `issue create`, Paperclip skill
docs.

**Current behavior**

When an agent run bound to an execution task creates a task and omits
`parentId`, the task is created with no parent. The task page shows no
source. The operator must inspect the run log to find the task that the
agent was working on. The source run and the privacy parent are
recorded, but the UI does not use them.

**Proposed behavior**

- When an agent run bound to an ordinary execution task omits
`parentId`, the server sets `parentId` to that task. The `issue.created`
activity records `parentDefaultedFromRunIssue: true`.
- An explicit `parentId: null` keeps the task standalone. Conversation
runs (chat handoffs), board or user creates, watchdog follow-ups, a run
task the agent may not mutate, a default parent that would cause a
delegation cycle, and a default parent the agent may not create a child
under (for example a protected assignment policy without a grant) also
stay standalone. The server runs the same `tasks:assign` decision with
the defaulted parent in scope before it accepts the default. No request
that succeeded before now fails. An explicit `parentId` is still checked
as before.
- `GET /api/issues/:id` returns `createdFrom` with the source task, the
run, and the agent. The server resolves it from `origin_run_id`, or from
the recorded creation activity for historical rows. It returns `null`
when the viewer may not read the source task or the run, when the run is
from another company, or when provenance is missing.
- The task page shows "Created from <task> by <agent>" in the classic
breadcrumb area and in the streamlined Tasks tab. The note is not a
blocker and it is shown with or without a parent.
- The CLI `issue create` command gets `--standalone`, which sends
`parentId: null`.

**Reason and benefit**

Operators see why a task exists on the task itself. Delegated follow-ups
stay inside the parent task tree, so parent completion and child
wake-ups keep working. Private and cross-company sources stay hidden.

**Breaking changes**

None for the API schema. Agents that create tasks from a run and relied
on the omitted `parentId` to mean "top-level" must now send `parentId:
null` (CLI: `--standalone`). The skill and the spec document this.

## What Changed

- `server/src/services/issue-creation-source.ts` (new): resolves a
task's creation source from the origin run or the creation activity,
scoped to the company, and loads the run-bound task by UUID or
identifier.
- `server/src/routes/issues.ts`: `POST /companies/:companyId/issues`
defaults `parentId` to the run's task when the body omits it (with the
exclusions above) and records the default in the activity log. `GET
/issues/:id` adds the access-checked `createdFrom` field.
- `packages/shared/src/types/issue.ts` and index exports: new
`IssueCreationSource` type and the optional `createdFrom` field on
`Issue`.
- `ui/src/components/task-detail/IssueCreatedFromNote.tsx` (new),
`TaskDetailTasksPanel.tsx`, and `IssueDetail.tsx`: show the creation
source in both task page layouts and count it in the Tasks tab badge.
- `cli/src/commands/client/issue.ts`: `issue create --standalone`.
- Docs: `doc/SPEC-implementation.md`, `doc/CLI.md`,
`skills/paperclip/SKILL.md`.
- Tests: `server/src/__tests__/issue-creation-source-routes.test.ts`
(new), `TaskDetailTasksPanel.test.tsx`, `IssueDetail.test.tsx`.

## Verification

Run the new server route test (embedded Postgres):

```sh
cd server && pnpm exec vitest run src/__tests__/issue-creation-source-routes.test.ts
```

It covers: ordinary delegation gets the parent and `createdFrom`;
explicit `parentId: null` stays standalone but still shows the source;
conversation handoff and board create stay standalone; a would-be
delegation cycle falls back to standalone; a protected source task
without a grant falls back to standalone while an explicit parent still
returns 403; an explicit cycle still returns 409; historical provenance
from the creation activity; missing provenance, a private source for an
outsider, and a cross-company run all return `null`.

Related existing suites that passed locally (11 files, 313 tests):
`issue-created-from-routes`, `issue-create-deduplication-routes`,
`issue-agent-mutation-ownership-routes`, `chat-project-tools`,
`issue-assignee-invokability-routes`, `issue-watchdogs-routes`,
`issue-dependency-wakeups-routes`, `public-mcp`,
`native-runtime/task-creation-backlog`, `issue-access-grants-routes`,
`issue-list-assignee-filter-routes`.

UI:

```sh
cd ui && pnpm exec vitest run src/components/task-detail/TaskDetailTasksPanel.test.tsx src/pages/IssueDetail.test.tsx
pnpm check:token-gates
```

Manual check: as an agent run bound to a task, `POST
/api/companies/:companyId/issues` with only a title. The response has
`parentId` set to the run's task. Open the new task; the page shows
"Created from <task> by <agent>".

The related server suites pass locally (`issue-created-from`,
`issue-create-deduplication`, `issue-agent-mutation-ownership`,
`chat-project-tools`, `issue-watchdogs`, `public-mcp`,
`task-creation-backlog`, `issue-access-grants`,
`permissions-upgrade-boundary`). The full `pnpm -r typecheck`, `pnpm
test:run`, and `pnpm build` were not run locally because the sandbox has
a 4 GB memory limit and the TypeScript compiler is killed on the server
project; the CI gates on this PR cover them.

## Risks

- Behavior shift for agent clients: a run-created task without
`parentId` now becomes a child of the run's task. Clients that want a
top-level task must send `parentId: null`. The watchdog, conversation,
and board paths are excluded, and the default never adds a blocker.
- The default parent inherits the parent's execution workspace, which
run-created tasks already inherited from the run's task.
- `createdFrom` adds one run lookup, one issue lookup, one access
decision, and one agent lookup to the task detail request. It is skipped
when the task has no origin run and no creation activity with a run.
- Privacy: the field returns `null` unless the viewer can read the
source task and the run, so a private source is indistinguishable from
missing provenance.

## Model Used

Claude Fable 5.1 (`claude-fable-5-1`), Anthropic, run through Claude
Code in a Paperclip-managed execution workspace with tool use, shell
execution, and a local embedded Postgres for 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

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

---------

Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-10 00:40:08 -07:00
DottaandPaperclip b315580640 feat: add private task creation and sharing controls (#14718)
Add private task creation and sharing controls, effective access explanations, private project management, and locked task references.

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

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

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-07 07:27:52 -05:00
DottaandPaperclip 2788f20fc0 fix(ui): show ancestors in the task detail Tasks panel (#13823)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks form a hierarchy that explains why each piece of work exists.
> - The streamlined Tasks panel shows child tasks and work created by
the current task.
> - It does not show ancestors, although the task response already
includes them.
> - This pull request adds linked ancestors above Subtasks in
root-to-parent order.
> - Users can now move up the task hierarchy from the same panel.

## Linked Issues or Issue Description

Related implementation: #13241. A search found no duplicate
ancestor-panel PR.

**What happened?**

The Tasks panel omitted the current task's ancestors. The streamlined
header also hides hierarchy breadcrumbs.

**Expected behavior**

The Tasks panel should show the ancestor chain and let users open each
ancestor.

**Steps to reproduce**

1. Open a task with a parent and grandparent in the streamlined UI.
2. Open the Tasks tab in the side panel.
3. Observe that it shows child and created tasks but no ancestors.

**Paperclip version or commit**

Reproduced on master at 3d78e3a4e. Rebased onto 5f1100e3b before
submission.

**Deployment mode**

Built from source. Verified with local Storybook fixtures that render
the production task page.

## What Changed

- Pass ancestors from the task response to the Tasks panel. Include them
in its task count.
- Show a collapsible Ancestors section above Subtasks. Reuse the
existing relation links and preserve navigation state.
- Keep the panel available for tasks that have ancestors but no children
or created work.
- Add tests and full-page, narrow, light, and ancestor-only Storybook
cases. Document the new cases.

## Verification

- Passed 129 targeted tests across TaskDetailTasksPanel,
TaskDetailRelationsPanel, and IssueDetail.
- Passed UI typecheck, UI build, Storybook build, and token gates before
the rebase.
- Opened the full production-page Storybook in the embedded browser.
Confirmed root-to-parent order and navigation to the parent task. The
user reviewed this preview before requesting the PR.
- Passed full local `pnpm build` and `pnpm -r typecheck` on the rebased
commit.
- All remote checks passed on
`f54eebe5e0ba1d5c801545bc8edeaa875eee7682`: 53 successful checks, two
intentional Storybook skips, and a passing Snyk status. This includes
the full test matrix and browser E2E tests.
- Started local `pnpm test:run`, then stopped the duplicate run after
the full CI test matrix passed. The complete local test run is not
claimed as a pass.
- Greptile returned 5/5 with no actionable findings or inline review
comments.
- Manual review: open Storybook → UX Labs → Tasks Created From a Task →
With Ancestors. Check the ancestor links, independent collapse, and
Ancestors Only state.

## Risks

- Low risk. This adds UI for an existing company-scoped task response.
It adds no API, database, or network request.
- The display relies on the existing API order, which lists the
immediate parent first. A regression test verifies the reversed display
order.
- Tasks with no ancestors retain the existing empty and subtask states.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code editing, shell
execution, and browser tools. The exact serving model ID and
context-window size are not exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 13:47:10 -05:00
DottaandPaperclip 7b829efdf6 feat: show tasks created from a task by project (#13241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can cause an agent to create more tasks.
> - Those tasks can belong to other projects or have another parent.
> - The subtask view does not show all work created from the current
task.
> - This pull request adds a Tasks tab with separate subtask and
creation groups.
> - Operators can follow created work without changing its parent or
project.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need to see all work that an agent creates while running for a
task. Parentage alone does not describe this relationship. Legacy and
native runs must follow the same rules.

**Proposed solution**

Show all subtasks in one section. Separately group tasks created from
the source task by their current project, with a No project group when
needed. A created subtask appears in both sections. Use saved run
context and recorded creation activity to find the source task.

**Alternatives considered**

Making all created tasks children would change their hierarchy. Removing
overlap between sections would hide the creation relationship. This
change keeps the two memberships separate.

**Roadmap alignment**

This extends the existing Activity log & action attribution capability.
It does not add a new roadmap area. Related PR: #9727 adds a stored
source-task field and inbound attribution UI. This PR adds the outgoing
task list using existing run and activity records and does not require
that schema change.

## What Changed

- Add a company-scoped createdFromIssueId filter to issue lists.
- Save the actor run during task creation, including legacy child-helper
calls.
- Recover historical run attribution from creation activity when the
origin run is absent.
- Render the production Tasks panel with all subtasks and independently
grouped created work.
- Keep progress only for subtasks. Add folding, hover fades and project
links.
- Fetch all result pages and refresh on issue activity. Show load
failures with Retry.
- Add database, API, UI and pagination tests, design-guide examples and
Storybook pages.

## Verification

- Before rebase: 158 targeted tests passed. Workspace typecheck,
UI/server builds, Storybook build and token gates passed.
- After rebase: full workspace typecheck and build passed. The cursor
fix passes 26 focused tests and UI/server typechecks.
- The full local test command completed its general-server group with
10,563 passing tests and two failures: a missing native-runner fixture
and a concurrency-test timeout. Building the fixture and rerunning both
affected files passed all 41 tests. The local command stopped before its
remaining groups; all corresponding GitHub test shards passed on the
submitted head.
- GitHub checks on commit 3b4bf0bd8: 31 passed, including the aggregate
CI gate, all server/workspace/browser test shards, typecheck, build,
runner verification, canary dry run, policy and security checks. Two
conditional Storybook jobs were skipped by the workflow.
- Greptile reviewed commit 3b4bf0bd8 at 5/5 with no unresolved comments.
- Open Storybook at UX Labs / Tasks Created From a Task / Full Task
Page. Check that a created subtask appears in both sections. Fold each
group and use a project link. Check the No project group and first-task
arrival story.

## Risks

- Old tasks without a saved origin run or attributed creation activity
cannot be linked to a source. The code does not infer a source from a
shared creator or a comment.
- The new list filter reads run and activity records. Source, run,
activity and result stay within the requested company.
- Task creation now saves the actor run when no explicit origin run is
supplied. Existing explicit origins remain unchanged. No database
migration is required.

## Model Used

- OpenAI GPT-6 through Codex. The runtime identifies the model family as
GPT-6 but does not expose a more specific model ID or context-window
size. Used reasoning, repository tools, code execution and browser
inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 12:39:08 -05:00
scotttong 4d30efa8e3 feat(ui): refine streamlined task experience (#12748) 2026-09-03 00:28:02 -07:00