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Author	SHA1	Message	Date
TonioandClaude Opus 5	3ff636bc48	Drop the mission step from the wizard arc (#11935 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - New customers arrive through an onboarding arc that spans Paperclip Cloud and the tenant app > - Cloud's naming screen stopped asking for the company mission, but the tenant wizard still decided its first step by asking whether the company had one > - Every Cloud-created company therefore looked mission-less on arrival, so every walk detoured through a "Define your mission" screen the design had already removed > - This pull request removes that step from the arc, and makes step 1 create the company itself > - The benefit is a shorter arc that matches the design, and a three-step progress strip that now counts the steps that exist ## Linked Issues or Issue Description No public issue exists. The problem was found by walking staging end to end. What happened: A new customer signs in, names their organization, and waits for it to build. The tenant wizard then asks "Define your mission" before it asks for the first agent. Cloud no longer collects a mission, so this screen appears for every new customer. Expected behavior: The wizard asks for the first agent, the model, and a review. The progress strip counts three steps. Actual behavior: The wizard asks for the mission first. The progress strip counts five segments, because the run does not enter on the agent arc. Additional context: Three merged pull requests built the mission-based step choice this change removes: #11352, #11416 and #11429. The mission is now collected later, inside the tenant app, so onboarding does not ask for it at all. ## What Changed - `onboardingStepForCompany` always returns the agent step. The `companyHasMission` parameter is removed, because it cannot change the answer. - `resolveRouteOnboardingOptions` no longer accepts `companyHasMission`. - The dashboard no longer waits for the goal lookup before it opens the wizard. That wait only chose a step, and the step is now fixed. - Step 1 creates the company in a new `handleCreateCompany`. Company creation used to sit at the end of `handleConfirmMission`. - No company goal is written during onboarding. - The three-step strip now shows on the agent, model and review steps, because every Cloud-first run enters on the arc. - The full-length bar drops its second segment. No run can fill it. - The grow path keeps its step 2 questionnaire. Only the create path skips ahead. - Back from the agent step goes to the screen the run came from. - Four end-to-end specs no longer drive the wizard through the mission step. ## Verification Run the tenant test suite: ``` cd ui && npx vitest run ``` - 4356 tests pass. 471 files pass. - `npx tsc --noEmit` reports no errors. - Fault injection: forcing `skipsMissionStep` to `true` fails the grow questionnaire test. Removing the Back rule fails the Back test. Both tests fail on the exact defect they guard. - The three-step strip is asserted by an existing test. It checks `Step 1 of 3` and `aria-label="Create your first agent"`. Manual check on staging after the paired Cloud change: 1. Open a new incognito window. 2. Sign in with a new account. 3. Name the organization. 4. Confirm the wizard shows "Create your first agent" and "Step 1 of 3". ## Risks - Behavioral change. Onboarding no longer writes a company goal. An agent hired during onboarding starts without a seeded mission. This is intended. The mission moves to the tenant app. - Dead code. `ONBOARDING_MISSION_STEP` and the mission screen stay in the codebase, but nothing in the app opens them. They wait for the surface that collects the mission later. - Grow path. The grow path is unchanged, but it shares step 2 with the removed screen. New tests cover it. - Superseded work. #11352, #11416 and #11429 tuned the mission-based step choice. This change removes the branch they tuned. ## Model Used Claude Opus 5 (`claude-opus-5`), extended thinking, with tool use and code execution through Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [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 - [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 5 <noreply@anthropic.com>	2026-08-22 02:28:45 -07:00
Devin Foley	db4defdfbf	feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The instance settings surface (Access, Plugins, Adapters, General, Experimental) assumes the person at the keyboard operates the whole instance > - Operators who host Paperclip for others — a managed cloud or an internal shared server — expose settings pages and toggles that do not apply to their deployment, and the related mutation APIs stay open > - A hosted tenant can open Plugins or Adapters, try an action, and hit a confusing failure, because only a few hardcoded platform floors exist > - This pull request adds a generic, operator-configured visibility mechanism: one env var hides declared settings surfaces in the UI and floors their mutation routes with a stable 403 code > - The benefit is a clean hosted-tenant settings surface for any operator, with zero behavior change for normal self-hosted instances ## Linked Issues or Issue Description Subsystem affected Instance settings (server routes and UI), the shared settings registry in `packages/shared`, and the `/api/health` bootstrap payload. Problem or motivation An operator who hosts Paperclip for other people cannot hide settings surfaces that the platform manages. Tenants see Access, Plugins, and Adapters pages, backup retention, and host-level experimental toggles that do nothing useful for them. The mutation APIs behind these surfaces also stay open, so a tenant admin can attempt actions the platform must control. ROADMAP.md names a cleaner shared deployment story as a goal ("Teams should be able to run the same product in hosted or semi-hosted environments without changing the mental model"). Proposed solution Add a declarative registry of hideable settings surfaces and one env var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot, reports it on `/api/health`, and rejects value-changing writes to hidden surfaces with a stable `settings_operator_managed` 403 code. The UI reads the list from the health payload and removes the hidden pages, sections, and toggles from navigation, routes, and page content. Unknown keys warn and are ignored, so one list can roll across a fleet with mixed app versions. With the variable unset, behavior is byte-identical to today. Alternatives considered - Hardcode the hidden set for cloud instances in this repo: rejected, because each hosting operator needs a different policy, and policy does not belong in shared code. - Deliver the hidden set through the managed-config document: rejected, because that channel is cloud-specific and fail-closed on unknown fields; a plain env var works for any operator, including self-hosted shared servers. - Lock the controls with a badge instead of hiding them: rejected for these surfaces, because they are meaningless to tenants, not merely platform-controlled; the existing managed-overlay lock stays the right tool for controlled flags. Roadmap alignment Supports the "shared deployment story" item in ROADMAP.md: hosted and semi-hosted deployments keep the same product with a settings surface that matches what the tenant can actually do. ## What Changed - New `packages/shared/src/settings-visibility.ts`: registry of hideable surfaces (every instance settings page — profile, environments, access, heartbeats, experimental, plugins, adapters; every Instance → General section; every experimental flag as `instance.experimental.<key>`), the `PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed` error code. The General page stays visible as the settings root and redirect target. - New `server/src/services/settings-visibility.ts`: parse-once accessor; unknown keys log one warning and are ignored. - `/api/health` reports `hiddenSettings` on every response shape; the field is omitted when nothing is hidden. - Server floors on hidden surfaces, with same-value echo tolerance (the `executionMode` precedent): field-backed general sections and experimental keys reject value-changing PATCHes, and hiding the whole Experimental page floors every toggle; plugin lifecycle and config writes, adapter management writes, and the Access admin routes (reads included) return 403 `settings_operator_managed`. Reads the app itself needs (plugin `ui-contributions`, adapter metadata, plugin job trigger) stay open. Pages without instance-scoped mutation routes are hidden in the UI only. - UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route gate (hidden pages redirect to the settings root); the settings sidebar and tab bar drop hidden entries; remembered settings paths remap to the default page; `InstanceGeneralSettings` skips hidden sections; every `ExperimentalToggleCard` now carries its flag key and renders nothing when hidden. - Removed the dead `InstanceSidebar` component (referenced only by its own test). - Docs: `docs/deploy/environment-variables.md` documents the variable and the key registry. ## Verification - `pnpm vitest run` over the new and extended suites: shared registry and parser, representative floor tests per route class (changed-value 403, same-value echo 200, unset env 200, page-level Experimental hiding), the health field, the route gate, nav filtering, and section/card hiding with one hidden example per surface kind — 168 tests pass. - Full root `pnpm typecheck` passes. - Manual: booted a server with the variable set. `/api/health` lists the keys; an unknown key logs one warning and the server boots; hidden pages redirect; hidden sections and cards do not render; hidden-field PATCH returns 403 with `details.code = "settings_operator_managed"`; a same-value echo returns 200. Unset the variable: the full settings surface returns and responses are byte-identical to master. ## Risks - Low risk for self-hosted instances: with the variable unset, the hidden set is empty, the health field is omitted, and no floor activates. - Flooring plugin config writes assumes hosted deployments configure plugins through the platform. If a future bundled plugin needs tenant-entered config, the floor needs a narrow carve-out. - Hidden-key floors tolerate same-value echoes, so API clients that round-trip full GET responses keep working. - Hiding a toggle does not change its value; operators pair hiding with the desired default where the value matters. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and agentic tool use, driven through the Claude Code CLI (file edits, test execution, and live-server verification loops). ## 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	2026-08-20 17:54:44 -07:00
DottaandPaperclip	e826188e82	refactor(settings): unify settings and speed up exports (#11789 ) ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Operators use the settings area to control a company and its Paperclip instance. > - The current navigation separates related settings and uses duplicate instance pages. > - Company exports also do independent reads in sequence and do extra work for previews. > - Hardened workspace commands can differ from their saved command after loopback binding. > - This pull request makes these related operator workflows consistent and faster. > - The benefit is one clear settings area, faster exports, and stable runtime command matching. ## Linked Issues or Issue Description Refs #338 Related: #9834 What existing behavior does this improve? This improves the company settings UI, company export preparation, and workspace runtime command matching. Current behavior Company and instance settings use separate navigation and duplicate pages. Export preparation reads many independent records in sequence. Preview generation can also build an unused organization image. A command with a forced loopback bind can fail to match its saved runtime command. Proposed behavior Use one settings navigation and put general instance controls on the company General page. Load independent export data with bounded concurrency, skip unused preview image work, and load the export page only when it is needed. Treat the loopback-bound form of a command as the same runtime command. Reason and benefit Operators get one clear settings area. Large company exports need fewer serialized reads. Export previews and initial UI loads do less work. Hardened runtime services remain linked to their saved command definitions. Breaking changes The obsolete instance General URL redirects to the unified settings page. Access and Heartbeats remain available, and legacy bookmarks keep their destinations. No API response shape or database schema changes. ## What Changed - Unified company and instance settings navigation and removed duplicate instance settings pages. - Embedded general instance controls in the company General page and kept access-sensitive navigation behavior. - Preserved instance Access and Heartbeats controls in the unified navigation and normalized old bookmarks to those destinations. - Improved environment and access-state handling when workspace seed requests overlap. - Added bounded export reads, a lighter preview path, deferred export preparation, and lazy export-page loading. - Matched loopback-bound runtime commands to their saved command definitions. - Added focused shared, server, and UI regression tests. ## Verification - `pnpm exec vitest run <18 changed test files>`: 18 files and 256 tests passed. - `pnpm check:token-gates`: passed all four token gates. - `pnpm -r typecheck`: passed for all workspace projects. - `pnpm build`: passed for all workspace projects. - `pnpm test:run`: tests ran without a reported failure, but the runner did not close after the server handoff tests. The process closed with status 0 after an interrupt. - Focused latest-head route tests: 2 files and 4 tests passed. - GitHub latest-head checks: all completed without failure. - Greptile: 5/5 with no unresolved review threads. ## Risks - Medium risk: settings routes and navigation changed across several operator roles. - Medium risk: bounded export concurrency increases simultaneous database reads. The limits stay below the normal pool size. - Low risk: runtime command matching accepts only the known Tailscale HTTPS loopback transformation. - No migrations are included. > 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 a GPT-5-family coding model. The runtime does not expose the exact deployed model ID or context-window size. Reasoning, tool use, and local code execution were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details Exception: This task requires the existing execution branch. The harness does not permit a branch rename. - [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>	2026-08-20 12:15:16 -05:00
TonioandClaude Opus 5	b38d6ddb81	fix(onboarding): choose the launcher's step from the company's mission too (#11429 ) The last of the three ways into onboarding for a company that already exists. The route resolver and the dashboard both pick the step from whether the company already has its mission; the "Add Agent" card on `/{prefix}/onboarding` hardcoded the mission step. So the one entry point whose own copy reads "Add another agent to X" was the one that stopped to ask X for the mission it already had. It now calls `onboardingStepForCompany`, like the other two. `matchedCompany` moves above the early return because a hook cannot be called after it. An unsettled or failed lookup still reads as "no mission" and costs the step, which the customer can answer - the same fail-open rule the other callers follow, and safe now that confirming the mission updates the company's existing goal rather than adding a second one. `OnboardingRoutePage` is exported so this can be driven directly. The alternative was the whole `<App>` route table, which is a much heavier harness for a question about one button's argument. Four cases, and the first fails against the hardcoded step. The button lookup asserts it matched something before clicking, because a lookup that silently matches nothing turns the click into a no-op and the test into decoration. This is the last piece of #11259 that had not landed. ui typecheck clean; full ui suite 4010 pass. The one failure, in IssueProperties, is timezone-dependent and reproduces on master. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	2026-08-15 01:54:47 -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
scotttong	815e49bb7c	feat: make chat-style tasks the default experience (#11101 )	2026-08-11 09:06:21 -07:00
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
Dotta Paperclip Claude Fable 5	03cfad7ceb	feat(apps): connect Notion through MCP OAuth (#11009 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - The Apps gallery lists Notion, but the server required manually configured OAuth credentials. > - Notion's hosted MCP server supports OAuth discovery and dynamic client registration. > - Notion also requires HTTPS or a loopback HTTP redirect URI. > - This pull request adds a direct Notion MCP OAuth path with PKCE and reusable dynamic clients. > - It also adds the current Apps UI states for connect and reauthorization. > - The benefit is a secure Notion connection with no manual client credential setup. ## Linked Issues or Issue Description What existing behavior does this improve? The Apps gallery, Apps connect route, OAuth token lifecycle, and managed MCP gateway. Subsystem affected `server/`, `packages/shared/`, `scripts/`, and `ui/`. Current behavior The Notion gallery cards are disabled. The server uses the classic Notion OAuth endpoints and requires operator-supplied client credentials. It does not register an OAuth client from provider metadata. Concurrent refreshes can also replay a rotating refresh token. Proposed behavior Enable the Notion Apps flow. Discover OAuth metadata from `https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591 client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize refreshes, store each rotated refresh token before the new access token can be used, and show a reconnect state for `invalid_grant`. Reason and benefit Operators can connect the built-in Notion MCP app without creating or copying OAuth credentials. Paperclip keeps dynamic clients and rotating tokens in the company secret store. Breaking changes None. Explicit environment client credentials still take priority. Existing Slack and Linear OAuth endpoint hints remain unchanged. Other OAuth apps remain disabled unless they are allowlisted. Additional context PR #10910 is a related, broader Connections v3 wizard replacement. This PR is the focused current Apps flow. The MCP Tool Gateway and Connected Apps items in `ROADMAP.md` cover this planned capability. ## What Changed - Classify all 20 reviewed Notion MCP tools with provider-scoped read and write defaults. - Require approval for selected Notion mutations, including move, duplicate, and convert actions that generic verb matching missed. - Preserve company-scoped connection and catalog resolution for Notion profiles and policies. - Add RFC 7591 dynamic client registration with `token_endpoint_auth_method=none` and mandatory PKCE. - Store the dynamic client ID on the connection and store any returned client secret in the company secret store. - Reuse the registered client for later connects and keep explicit environment credentials as the first choice. - Discover protected-resource and authorization-server metadata from the Notion MCP endpoint. - Add `redirectConstraints: "https-or-loopback-http"` to the generated Notion app definition and shared contract. - Reject non-loopback plain HTTP callbacks before network access with a TLS setup error. - Serialize client registration and token refresh operations within the server process. - Store a rotated refresh token before publishing the refreshed access token. - Treat `invalid_grant` as terminal and move the connection to a clear reauthorization state. - Add focused coverage for registration reuse, callback constraints, refresh rotation, and terminal grants. - Enable the Notion Apps route and add connect, redirect, success, error, and reconnect UI states. - Keep non-allowlisted OAuth apps blocked and cover the UI policy with regression tests. ## Verification - The focused Notion policy integration test passed with embedded PostgreSQL. - The focused 20-tool classification test passed. - The server typecheck passed on the governance head. - `pnpm -r typecheck` passed on the rebased head. - `pnpm --filter @paperclipai/server typecheck` passed after the security follow-up. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t \u0027DCR\|refresh tokens\|invalid_grant\|abandoned lease\u0027` passed 10 focused security tests. - `pnpm build` passed on the rebased head. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t 'OAuth\|oauth'` passed 14 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` passed 5 tests. - The complete server group passed 3,686 tests with 4 skipped. - The complete UI group passed 3,656 tests. - The full local runner found one environment-only CLI failure because this agent runtime injects static AWS credentials into a test that expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` passed all 8 tests. - The prior UI verification passed 55 focused tests, `pnpm check:token-gates`, the Storybook build, and review of six 1440 x 1000 screenshots. - OAuth request sequence: protected-resource metadata `GET https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`; authorization metadata `GET https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic registration `POST https://mcp.notion.com/register`; authorization `GET https://mcp.notion.com/authorize`; token exchange and refresh `POST https://mcp.notion.com/token`; MCP traffic `POST https://mcp.notion.com/mcp`. - The live metadata and registration probe confirmed that Notion accepts HTTPS and loopback HTTP redirects. It rejects a plain HTTP private hostname. - A later QA task owns the full browser consent and managed gateway tool-list dry run against a configured HTTPS deployment. ## Risks - Notion can add tools. Unrecognized names use the generic classifier, and new or changed risky tools stay quarantined after connection activation. - A deployment that uses a private non-loopback hostname must configure HTTPS before it can connect Notion. - Dynamic registration creates a provider-side client. Paperclip reuses it because registration does not provide a standard delete operation. - Refresh coordination uses a database CAS lease across service instances. An unclean crash leaves an uncertain lease and requires reconnect instead of risking refresh-token replay. - The current Apps surface overlaps with PR #10910. Merge order can require a small conflict resolution if that PR lands first. > 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 on a GPT-5 runtime. The exact deployment ID and context window are not exposed. The runtime used reasoning, repository tools, code execution, and network 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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-06 22:18:08 -05:00
Dotta Paperclip Claude Opus 5	8142e54150	feat(activity): merge the audit page into one rich Activity page (#10838 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board has two different pages for change history: a basic Activity list and a rich Audit feed > - The two pages show the same kind of information, so an operator must guess which page to open > - The basic list also caps at 200 rows and has no filters, so it hides older changes > - This pull request merges both pages into one Activity page that is built on the rich audit feed > - The page adds a scope toggle for all actors or agent actions only, and it hides privileged controls from members who do not have the audit permission > - The benefit is one obvious place to answer "who changed what", for every member, with filters and full history ## Linked Issues or Issue Description Related pull requests in this stack (open both before this one): - Refs #10830 — adds the company prefix to the board audit route. - Refs #10831 — adds the two-tier all-actors scope to the audit endpoint. This pull request calls that scope. This branch is stacked on those two pull requests. The diff therefore shows their commits until they merge. After they merge, this pull request contains only the last two commits: the page merge and the actor-label fix. Problem or motivation The board has two overlapping history pages. `/:company/activity` renders a plain list that is capped at 200 rows and has no filters. The audit page renders a filtered, paginated feed of agent actions, but it is a separate sidebar item and it was reachable only by members with the audit permission. A member who wants to know who changed an issue must know which of the two pages answers the question. Proposed solution Keep one sidebar item, "Activity", and build it on the rich feed. Add a scope toggle: "All activity" reads every actor kind, and "Agent actions" keeps the earlier audit behavior. Put the scope in the `mode` query parameter so a person can link to it. Show the responsible-user filter and the CSV export only to callers that the server answers at the privileged tier. Redirect the earlier audit paths to the merged page with the agent scope preset, so old links continue to work. Delete the plain list page. Alternatives considered Keeping both pages and adding filters to the plain list. That duplicates the feed logic and keeps the "which page?" problem. Deleting the audit page instead was also rejected, because the audit feed has the pagination, filters, and export that the plain list does not. Roadmap alignment The roadmap marks the activity log and action attribution as shipped. This change improves that shipped capability. It does not add a new subsystem. ## What Changed - Added a scope toggle to `AuditFeed`. "All activity" requests `actorScope=all`, and "Agent actions" keeps the earlier agent-only request. Cursor pagination works in both scopes. - Stored the scope in the `mode` query parameter, so a person can bookmark or share a scope. - Made the page chrome permission-aware. The toggle, the responsible-user filter, and the CSV export appear only when the server answers at the privileged tier. A basic member sees the shared feed and no upsell wall. - Replaced the sidebar "Audit" item. The sidebar now has one "Activity" item. - Redirected `/:company/audit` and the unprefixed `/audit` to `/:company/activity?mode=agents`. - Deleted the earlier `ui/src/pages/Activity.tsx` list page and the `CompanyAudit` page wrapper. Added `CompanyActivity` as the single route target. - Fixed the actor label for stripped rows. The basic tier removes the agent id but keeps the actor kind, so every agent row rendered as "System". Rows now fall back to the actor kind: "Agent", "User", "Plugin", or "System". - Widened the responsible-user filter control, which truncated its own label. - Resolved agent names on the basic tier. The basic tier removes the privileged `agentId` but keeps the acting principal `actorId`, and the company agent directory this page already reads is authorization-filtered. The feed therefore resolves an agent actor from `agentId` first and from an agent-typed `actorId` second. Hiding the name only in the UI gave no confidentiality benefit, because any reader could join the retained id against the readable directory. Agents that the directory filters out still fall back to the generic kind label. No server payload or permission was widened. - Fixed a stuck state in the access-downgrade recovery. A downgrade between cursor requests leaves full-tier and basic-tier pages in one cache, which starts a single recovery refetch. If that refetch did not clear the mix, the cached pages kept the condition true, the "Refreshing audit access…" banner rendered permanently, and it hid the error state together with its "Try again" button. The banner is now tied to an outstanding attempt. The refetch effect also depended on the whole query object, which changes identity every render, so it repeated the request on each render; the attempt is now tracked in state and runs once per downgrade. - Kept the agent detail "Audit" tab unchanged. That tab passes a locked agent id, which keeps the earlier privileged scope and hides the toggle. The `GET /companies/:id/activity` endpoint stays. The dashboard still reads it. This pull request does not change that endpoint. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx ui/src/App.activity-routing.test.tsx ui/src/lib/company-routes.test.ts ui/src/components/Sidebar.test.tsx server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts` — all tests pass. - New `ui/src/App.activity-routing.test.tsx` drives the real route table. It asserts that the company activity path resolves, and that both the company audit path and the unprefixed audit path reach the activity path with the agent scope preset. - New `AuditFeed` tests cover the scope toggle, the basic tier without privileged chrome, the locked-agent case, the actor-kind fallback label, basic-tier name resolution, and both downgrade-recovery paths (the refetch errors, and the refetch returns a still-mixed pair). - Mutation-checked the three new guards: disabling each one fails the test that covers it, so none of them pass vacuously. - `pnpm -r typecheck` is clean. Both design token gates are clean. - Rendered every state in a browser at 1440x900 and at 390x844: both scopes, the basic member view, the loading state, the error state, the filtered-empty state, and the true-empty state. A designer reviewed the renders and approved them. ## Risks - The default company page now reads the all-actors scope, which returns more rows than the earlier agent-only query. Cursor pagination and the existing page limit bound each request. - The page is now visible to every company member. The server decides what each member sees. The UI only hides controls that the caller cannot use. Refs #10831 for the server rules and tests. - The basic tier now shows agent names that the previous revision withheld. The name was already recoverable from the retained `actorId` through the readable agent directory, so this closes an inconsistency rather than widening access. A security reviewer chose this outcome over stripping `actorId`. - Old audit links now redirect. The redirect keeps the agent scope, so a person who bookmarked the audit page sees the same rows. - Low migration risk. There is no database change. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability. ## Model Used Claude Opus 5 (`claude-opus-5`, 1M context) with extended thinking and tool use, run through Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>	2026-08-04 23:30:23 -05:00
DottaandPaperclip	f0ed524ffa	fix(ui): prefix audit board route (#10830 ) <!-- 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. > - The board UI keeps company work under a company-prefixed route. > - The Audit sidebar link used a bare `/audit` path. > - The route helper treated `audit` as a company prefix because the board-route list did not include it. > - The router also had no redirect for a bare `/audit` deep link. > - This pull request registers Audit in both places and adds regression coverage. > - The benefit is that the Audit sidebar link and old bare deep links open the active company's audit feed. ## Linked Issues or Issue Description Related PR: #9744 What happened? The Audit sidebar link opened `/audit`. The router interpreted `AUDIT` as a company prefix and showed the invalid-company page. Expected behavior The Audit sidebar link must open `/<company-prefix>/audit`. A bare `/audit` deep link must redirect to the active company. Steps to reproduce 1. Open a company board. 2. Select Audit in the sidebar. 3. Observe that the app opens `/audit` and shows an invalid-company error. Paperclip version or commit Reproduced on master after #9744. Deployment mode Board UI in local or self-hosted deployments. ## What Changed - Added `audit` to the board-route root list. - Added the unprefixed `/audit` redirect route. - Added regression tests for Audit prefixing, prefix extraction, and relative-path conversion. ## Verification - `pnpm exec vitest run ui/src/lib/company-routes.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - Manual check: select Audit in the sidebar and confirm the URL is `/<company-prefix>/audit` and the audit feed renders. ## Risks - Low risk. This change only reserves one existing board route and adds one redirect. - A company cannot use `AUDIT` as an issue prefix after this change. That prefix already conflicts with the existing Audit board page. > 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 model ID or context-window size. The agent 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>	2026-08-04 23:07:24 -05:00
DottaandClaude Opus 5	e8ae5286eb	feat(issues): explain cross-task agent writes with attribution, audit receipts, and actionable denials (#10843 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents write to tasks they do not own. They comment, they change fields, and the control plane now permits this by default for standard-trust agents on any task they can read > - This makes a task thread ambiguous. A reader sees a comment from an agent that is not the assignee, but no surface says whose authority that write rode > - The same gap applies to field edits. The activity stream named the verb, but it did not show the before value, the after value, or the reason the write was permitted > - The remaining refusals are also opaque. An agent that hits a wall receives a 403 with no boundary name, no actor who can act, and no sanctioned path. One real incident spent a full detour to find the workaround > - This pull request adds the three surfaces that make open cross-task writes legible: an attribution chip, a field-level audit receipt, and an actionable denial contract shared by the API and the UI > - The benefit is that a reader can answer "who did this, on whose authority, and was it allowed?" on the task itself, and a blocked writer is told what to do next ## Linked Issues or Issue Description No public issue exists for this work, so the enhancement is described here. What existing behavior does this improve? Cross-task agent writes are permitted, but they are not explained. A task thread can hold comments from agents that are not the assignee, and the activity stream can hold field changes made by those agents. Neither surface names the responsible user behind the write. When a write is refused, the error text does not name the boundary or the way forward. Subsystem affected Issue detail UI (comment thread and activity stream), the issue write authorization responses in the server, and the shared copy contract that both consume. Current behavior - An agent comment on a task the agent does not own looks the same as an assignee comment. - An `issue.updated` activity row states the verb only. It does not show the field-level before and after values, the responsible user, or the authorization reason. - A refused write returns a short message such as an ownership error. The message does not state which rule fired, who is able to perform the action, or which alternative path is sanctioned. Proposed behavior - An agent comment on a task the agent does not own carries a chip that reads "for {user}". The chip names the responsible user. Its tooltip states that the author is not the assignee and cannot exceed that user's permissions. - Each `issue.updated` row shows a receipt: the changed fields with before and after values, the responsible user, and the authorization reason. This applies to board edits as well as agent edits. - Each refusal states three things: the boundary that fired, who is able to act, and the sanctioned path. The API error body and the in-app notice use the same words, because both read one shared contract. Related pull requests, found by searching this repository: - Refs #10837 — merged. It added the default-open cross-task write rule, the comment attribution data, and the per-run containment cap that this pull request makes visible. - Refs #10114 — open. It proposes a narrower authorization change in the same area. - Refs #7998 — open. It proposes append-only cross-assignee comments as an alternative to opening writes. ## What Changed - Adds `packages/shared/src/issue-write-denial.ts`. This is one copy contract for eight ways an issue write can be refused: not visible, responsible-user ceiling, responsible user unavailable, excluded actor class, assignee run lock, per-run cross-task cap, missing run context, and rejected attribution. Each entry names the boundary, who can act, and the sanctioned path. - Maps server authorization decisions onto that contract in `server/src/routes/issues.ts` and `server/src/services/cross-issue-influence-limit.ts`. The flattened `error` string carries all three obligations, and `details.code` lets the UI render the same words. The two cap codes keep the names they already ship under. - Adds `CommentAttributionChip`. It renders "for {user}" beside the author name on agent comments where the author is not the assignee. It renders nothing when no responsible user is recorded, so older rows stay clean. It is wired into both `IssueChatThread` and the flagged `TaskChatThread` redesign. - Adds `IssueFieldChangeReceipt`. It renders the change receipt under `issue.updated` rows in the activity stream. Ids resolve to agent and user names where the directory is loaded. Server-truncated text is labelled as a preview, so the receipt never implies that it shows a whole value. - Adds `IssueWriteDenialNotice`. It renders the shared copy in the app, keyed off the denial events the server logs on a task. - Adds a public `/ux-lab/cross-issue-collaboration` page. It renders all three surfaces and their edge cases for review without a seeded thread. This follows the existing `ux-lab` pages. ## Verification Automated, all green: ``` pnpm --filter @paperclipai/shared exec vitest run src/issue-write-denial.test.ts # 17 tests pnpm --filter @paperclipai/ui exec vitest run src/components/IssueWriteDenialNotice.test.tsx \ src/components/IssueFieldChangeReceipt.test.tsx src/components/CommentAttributionChip.test.tsx \ src/lib/issue-change-receipt.test.ts src/lib/comment-attribution.test.ts # 46 tests pnpm --filter @paperclipai/server exec vitest run src/__tests__/cross-issue-influence-limit.test.ts \ src/__tests__/issue-comment-attribution-audit-routes.test.ts \ src/__tests__/issue-agent-mutation-ownership-routes.test.ts \ src/__tests__/low-trust-red-team-routes.test.ts # 98 tests ``` `tsc --noEmit` passes for the shared, ui, and server packages. Manual, in a browser: 1. Start the UI only: `pnpm --filter @paperclipai/ui exec vite`. 2. Open `/ux-lab/cross-issue-collaboration`. No session is needed, because `ux-lab` routes are public. 3. All three surfaces were captured at 1440x900 in light mode and dark mode, and at 390x844. The page reported no errors. 4. The chip tooltip was opened by a hover and by a keyboard focus. Rendering the page found defects that the tests had missed. Three copy and contrast defects were fixed, and two of them are now pinned by a test. A design review then found three layout defects, which are also fixed: the denial notice orphaned its label when a value wrapped, the receipt icon wrapped onto its own line at narrow widths, and the chip tooltip was reachable by hover only. ## Risks Low risk, and additive. - Every new surface renders nothing when its data is absent. Comments without a recorded responsible user show no chip, and activity events without a receipt show no receipt, so existing rows do not change. - No migration is included. The data these surfaces read already ships. - The wire values of the two per-run cap denial codes are unchanged. Only the human-readable text changes, plus six codes that had no `details.code` before. - The denial copy is read by agents as well as people. If wording must change later, one shared module is the only place to change it. - Roadmap check: this extends the completed "Activity log & action attribution" area rather than duplicating planned core work. ## Model Used Claude Opus 5 (Anthropic), model id `claude-opus-5[1m]`, 1M context window, extended thinking, with tool use and code execution. It ran as an agent in Claude Code and drove a real browser to capture the review screenshots. ## 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 5 (1M context) <noreply@anthropic.com>	2026-08-04 23:02:51 -05:00
Dotta Claude Opus 4.8 Paperclip	0a09e4d975	feat(decisions): add desk workflow and retention (#10672 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Decisions desk shows work that needs a human decision > - The queue foundation can group and rank decision work > - Operators also need a focused daily view and a safe way to handle old work > - This pull request adds the desk controls, the aging shelf, and reversible retention > - It also binds bulk archive decisions to the exact reviewed item set > - The benefit is a smaller daily queue without lost or orphaned work ## Linked Issues or Issue Description Subsystem affected Cross-cutting: server, UI, database, and shared contracts. Problem or motivation Decision work can grow into one large company list. Operators need quick queue and date controls. Old items also need a safe retention path that does not delete work. Proposed solution Add queue and date controls to the Decisions desk. Compute the aging shelf on the server. Archive idle items after 90 days unless an operator keeps them. Keep archived items searchable and revivable. Notify origin agents in one batch per sweep. Bind bulk archive proposals to a signed, exact item manifest. Alternatives considered Client-only aging can drift across browsers and source kinds. Deleting old rows removes audit and recovery paths. An unsigned dynamic bulk query can archive items that the reviewer did not inspect. Roadmap alignment This work supports the Work Queues and decision-memory directions in `ROADMAP.md`. It extends the Decisions and attention-feed foundation from #10651. Related earlier work includes #9380, #10010, and #10474. ## What Changed - Added the queue rail, date chips, decide split, triage strip, queue page, and aging shelf UI. - Added server-owned shelf state with per-queue retention overrides. - Added reversible retention state, archive history, and an idempotent notification outbox. - Added the 90-day archive sweeper, Keep exemption, archived feed query, and revive actions. - Added one origin-agent notification per agent and sweep. - Added signed bulk archive proposals with exact-set and version checks. - Persisted queue-exclusion reasons atomically and kept cross-domain source resolution per-item until it has an exact-set transaction contract. - Added API contracts, OpenAPI entries, migration coverage, focused tests, and Storybook screens. ## Verification - `pnpm -r typecheck` - `pnpm test:run` (server: 329 files and 3,453 tests passed; UI: 408 files and 3,362 tests passed) - `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` - Focused retention, attention, decisions, migration replay, startup, and UI API tests. - Complete queue snapshot regression with 51 items across the normal 50-item page boundary. The unmodified CLI test reports one warning assertion in this runtime because the harness injects static AWS credential variables. The isolated test passes when those two variables are removed. ## Risks - The migration adds retention and notification outbox tables. It uses idempotent table, index, and foreign-key creation. - Retention runs on the heartbeat scheduler interval. Compare-and-set version checks prevent stale archive writes. - Bulk archive acceptance fails closed when authority, activity, version, or the reviewed set changes. - Archive is reversible and does not delete source records. > 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 model used tool calls, code execution, database migration generation, and test execution. The context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-08-02 10:47:03 -05:00
scotttongandClaude Fable 5	c185e64b77	feat(ui): chat-style task view behind an experimental flag (#10606 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators spend most of their time on the issue detail page. They talk to the assigned agent there through comments. > - The current page reads as a ticket form. The thread sits below properties, the composer sits mid-page, and live agent activity renders as dense transcript logs. > - Talking to an agent is a conversation. A chat-first layout matches that mental model better than a ticket form. > - A layout change this large must not disrupt current users. It needs a safe opt-in path and full parity with the existing thread features. > - This pull request adds a chat-style task view behind a new "Chat-Style Tasks" experiment toggle. The flag is off by default and the existing page is unchanged when it is off. > - The benefit is a focused, readable conversation with the agent: live tool activity folds into compact summaries, the composer stays at the bottom, and properties, plan, and artifacts move into header tabs. ## Linked Issues or Issue Description Refs #49 (chat with agents is a much-wanted feature). Related PRs found in the dedup search: - #4489 — an earlier, closed attempt to promote the conversation to the primary surface on issue detail. This PR is a fresh, flag-gated take on the same goal. - #8837 — an open PR that proposes a two-column task layout. It restructures the same page but keeps the ticket paradigm; this PR is orthogonal because it is opt-in and chat-first. Subsystem affected UI (issue detail page). Problem or motivation The issue detail page presents agent conversations as a ticket: properties first, thread below, composer in the middle of the page, and raw transcript noise during live runs. Users who mainly converse with their agents must scroll past chrome to follow the conversation, and live activity is hard to read. Proposed solution An opt-in chat-style view of the issue detail page, gated by a new "Chat-Style Tasks" experiment toggle in Settings → Experimental. With the flag on, the thread fills the center pane, the composer docks to the bottom of the viewport, Properties / Plan / Artifacts become header tabs, live turns show a status pill with the current tool action and elapsed time, and settled turns collapse to a "Worked · N tools" summary that expands into per-tool rows. With the flag off, nothing changes. Alternatives considered Restyling the existing layout in place (rejected: too disruptive without an opt-out), and a separate chat page beside the issue page (rejected: splits the task's single source of truth). A per-request lab page (`/task-chat-lab`, dev-only) was kept for design iteration instead. Roadmap alignment ROADMAP.md "CEO Chat" wants lighter conversations that still resolve to real work objects. This PR keeps the core task-and-comments model — it only changes presentation, opt-in — so it does not duplicate that planned work. ## What Changed - New `enableTaskChatRedesign` instance setting, exposed as a "Chat-Style Tasks" experiment card in Settings → Experimental (shared feature catalog, validators, server instance-settings service, and UI settings page). - New `ui/src/components/task-chat/` component family: chat thread with turn grouping, agent reply bubbles, live status pill, collapsible turn summaries with per-tool rows, plan tab with a sticky CTA action bar, inline interaction cards, per-request mode chips, and a bottom-docked composer. - A shared tool taxonomy (`tool-taxonomy.ts`) maps tool names to verbs and icons; the status pill, tool rows, and the classic transcript view all use it. - A transcript adapter converts stored run logs into chat turns; it dedupes tool-call updates by `toolUseId` so tool counts match the expanded rows, and it keeps a tool row's first real name when later generic updates arrive. - Composer: posts on Cmd/Ctrl+Enter, supports image paste with object-URL thumbnail previews (revoked on clear/unmount), and uploads through the issue attachments route. - `IssueDetail.tsx`: with the flag on, pane tabs move to the header bar, the header is not sticky, and the chat fills the center; with the flag off, the previous layout renders unchanged. - Motion tokens for the new animations live in `ui/src/index.css` with a `motion-tokens.ts` catalog and a test that keeps the two in sync (the catalog now also covers the shared enter/exit/swap tokens that the decision/quicklook block declares). - A dev-only `/task-chat-lab` page with fixtures and a tweak panel for motion tuning. ## Verification - `pnpm typecheck` — clean across the workspace. - `pnpm check:token-gates` — 3/3 CLEAN. - `cd ui && pnpm vitest run` — 3,344 of 3,345 tests pass locally. The one failure is `IssueProperties.test.tsx` monitor-row time formatting, which is timezone-sensitive: it also fails on unmodified `origin/master` in a non-UTC timezone and passes with `TZ=UTC`. It is not related to this change. - `cd server && pnpm vitest run src/__tests__/instance-settings-service.test.ts` — 21/21 pass (covers the new setting). - Manual: start the dev server, open Settings → Experimental, enable "Chat-Style Tasks", and open any issue. The thread fills the page, the composer docks to the bottom, and Properties / Plan / Artifacts appear as header tabs. Assign an agent and comment to watch a live run: the status pill shows the current tool action with elapsed time, and the finished turn folds into a "Worked · N tools" summary. Disable the toggle and confirm the classic page is unchanged. - Visual snapshot baselines are intentionally not updated: per `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - The flag-off path goes through the same `IssueDetail.tsx` file, so a regression there would affect current users. Mitigation: the classic markup renders through the same components as before behind explicit flag conditionals, and the full UI suite passes. - The transcript adapter interprets stored run-log formats, including legacy entries without `toolUseId`. Malformed logs degrade to generic tool rows rather than crashing. - The new view changes no server behavior other than one additive instance setting; it is additive and default-off. Overall risk with the flag off is low. ## Model Used - Claude (Anthropic), model id `claude-fable-5` (Claude Fable 5), extended thinking enabled, agentic tool use (file editing, shell, test execution) via Claude Code / Claude Agent SDK. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>	2026-08-01 02:26:47 -07:00
Dotta Paperclip Claude Opus 4.8	71231dfa38	feat(audit): agent audit UI — company page + per-agent tab (#9744 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description Feature. This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 - Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-31 19:09:13 -07:00
Devin Foley	916c13501f	Replace host-to-host Cloud Sync with full-fidelity company Import/Export (#10507 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company accumulates real state — issues, labels, blockers, documents, work products, monitors, attachments, agents, routines — and people need to move that state between instances: self-hosted to cloud, cloud back to self-hosted, or plain backups > - The experimental, flag-gated Cloud Sync transport (#6548) tried to solve this host-to-host: the source pushed into a receiver over HTTPS with a cross-instance consent/token handshake, which required the destination to be publicly reachable and broke for common self-hosted topologies (plain-HTTP LAN/VPN origins); the receiver half never landed upstream at all > - Meanwhile the portability bundle and the existing export/import pages already move companies offline with none of those networking constraints — but silently dropped labels, blockers, issue documents, work products, monitors, and every attachment > - This pull request removes the host-to-host transport and makes Import/Export the single data-movement path: the pages become first-class company-settings destinations, exports declare exactly what they do not carry, and bundle schemaVersion 6 now carries all of the above, with attachments as content-addressed sha256 blobs verified before a single row is written > - The benefit is a migration and backup flow that works between any two instances with no reachability requirements, no cross-instance auth, and no silent data loss ## Linked Issues or Issue Description - Refs #6548 — the original Cloud Sync sender this PR supersedes and removes. - Related, not duplicates: #1697 (goals in the portability manifest — orthogonal field addition), #954 (an earlier import/export + skill-visibility proposal predating the current portability bundle). - No open issue describes this directly, so in brief (feature-request shape): Problem — moving a company between instances silently lost labels (imports with label references actually hard-failed), blocker relations, issue documents, work products, monitor state, and all attachments, and the alternative Cloud Sync transport required the destination to be publicly reachable over HTTPS plus a consent handshake, which failed for typical self-hosted setups. Desired behavior — one Import/Export flow in company settings that produces a portable bundle carrying all of that data, tells the operator up front what it cannot carry, imports with automations paused, and offers real one-click activation afterwards. ## What Changed - New export fidelity report (`GET /api/companies/:companyId/export/fidelity`) + an "Export fidelity" panel on the Export page listing anything a bundle will not include (now only: approvals, cost history, activity history) - Imports accept `pauseAutomations`; imported agents and routines land paused, the import result reports created routines, and the Import page ends in an activation panel that actually resumes selected agents/activates routines - Export and Import pages promoted into the company-settings nav; the Cloud Upstream wizard, ux-lab page, and API client removed; the old settings route redirects to Export - Host-to-host transport removed: upstream-sync/receiver-client routes and services, CLI `cloud connect`/`cloud push` + keypair store, the shared upstream transfer contract, and the `enableCloudSync` flag; migration `0196` drops the two experimental `cloud_upstream_` sender tables - Bundle schemaVersion 6: labels (definitions + per-task names, remapped by name on import), blocker relations (`blockedBy` slugs, cycle-tolerant), issue documents (`tasks/<slug>/documents/<key>.md`), work products (system refs nulled), monitors (notes/scheduledBy restored, imported un-armed) - Attachments travel as content-addressed `blobs/<sha256>` entries (deduped; comment-scoped attachments re-link via comment index); every blob is hash-verified before any write, so a corrupted bundle cannot leave a partially imported company; both zip codecs now round-trip extensionless/binary entries byte-exactly; the Import page preflights the inline body limit and offers continue-without-attachments - v5 (and older) bundles still import, with an informational warning; bundles newer than v6 are rejected cleanly - Docs: board-operator import/export guide, CLI README, README/ROADMAP updated ## Verification - `pnpm -r` typechecks (shared, db incl. migration numbering/safety checks, server, ui, cli) and `pnpm check:token-gates` — clean - Vitest: full server + shared sweep 4,888 passed / 1 skipped, with the only 3 failures being pre-existing on `master` (2× heartbeat-workspace-branch-containment, 1× workspace-runtime auto-port; reproduced identically with this change stashed); ui + cli suites green; the embedded-Postgres export-fidelity suite applies the full migration chain including the new `0196` against a fresh database - Live end-to-end on a scratch instance: seeded a company with labels, a blocker pair, an issue document, a work product, a monitor, an agent, a routine, and two binary attachments (one comment-scoped) → export → import into a fresh company → labels remapped to new ids, blocker edge and document restored, monitor un-armed with notes intact, attachments byte-identical (sha256-compared through the API), agents/routines paused → activation panel resumed them; a v5-shaped bundle imported with only the info warning; flipping one byte in a blob made the import 422 with zero* rows created - Reviewer repro: create a company with a labeled issue + attachment → Settings → Export → download → Settings → Import on another company/instance → watch the preview, apply with "start paused", then activate ## Risks - Migration `0196` drops `cloud_upstream_connections`/`cloud_upstream_runs` — experimental tables behind a default-off flag; their connection/run history is intentionally discarded - Breaking removals are all of experimental, flag-gated surface: `/api/upstream-sync/` + `/api/cloud-upstreams/` routes, `paperclipai cloud connect\|push`, and the `enableCloudSync` flag (stale keys in stored instance settings parse harmlessly) - Import remains non-atomic on mid-apply errors generally (pre-existing behavior); the new blob verification specifically moved ahead of all writes so tampered bundles cannot create partial state - GitHub-sourced imports do not fetch `blobs/*` and skip attachments with a warning ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic), via Claude Code CLI with extended thinking, tool use, and subagent orchestration; implementation and review split across Fable 5 subagents, with live end-to-end verification against a running instance ## 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	2026-07-30 11:37:00 -07:00
DottaandPaperclip	24aa2f516d	feat(ui): add animated paperclip page loaders (#10456 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work > - Operators regularly pass through full-page loading states while authentication and company context resolve > - Those states currently render as small bare text, which is easy to miss and does not reinforce Paperclip's visual identity > - A shared loading component gives these transitions one accessible, consistent representation > - This pull request introduces an animated paperclip loader and uses it at the existing full-page loading boundaries > - The benefit is a clearer, calmer loading experience with reduced-motion and screen-reader support ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI ### Problem or motivation Full-page authentication, access-gate, and company-context waits use small bare `Loading…` text that is visually weak and inconsistent. ### Proposed solution Use one large centered paperclip loader at those boundaries, drawing the SVG with `currentColor` so it follows the active theme. ### Alternatives considered Keeping text-only states or adding a generic spinner would preserve less of Paperclip's product identity and would continue duplicating loading markup. ### Roadmap alignment This is tightly scoped UI polish and does not duplicate a planned roadmap capability. ### Additional context Internal coordination task PAP-15760 requested this focused change. ## What Changed - Added `AnimatedPaperclipIcon`, a theme-aware SVG whose stroke draws in a loop. - Added `PaperclipLoading`, a large full-viewport centered loader with `role="status"` and an `sr-only` `Loading…` label. - Added a static fully drawn fallback under `prefers-reduced-motion: reduce`. - Replaced bare loading text in `CloudAccessGate`, the Auth session check, and three company-context redirects. - Used token-safe Tailwind utilities throughout the component. - Added focused coverage for the status semantics and the Auth layout height override. ## Verification - `pnpm check:token-gates` - `pnpm -C ui exec tsc -b` - `pnpm -C ui exec vitest run src/components/AnimatedPaperclipIcon.test.tsx` - `pnpm -C ui exec vitest run src/App.test.tsx src/App.cases-routing.test.tsx` — 8/8 tests passed - Visually checked light and dark loading states; the screenshot below shows both themes. ![Large centered paperclip loading state in light and dark themes](https://pages.paperclip.ing/pap-15760-loading-state/pap15760-loading.png) ## Risks - Low risk: this changes presentation only at existing loading branches. - Motion-sensitive users receive a static, fully drawn paperclip through the reduced-motion media query. - Screen readers retain a concise loading announcement through the status role and visually hidden label. > 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 (exact service build ID and context-window size are not exposed in this environment), with reasoning, repository inspection, shell tool use, code execution, and image 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 all deployment details available to this environment - [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 found none - [x] I have described the issue in-PR following the feature-request fields - [x] I included the task-mandated internal parent reference and no private instance URL - [x] I preserved the task-mandated existing branch name without renaming it - [x] I have run scoped tests locally and they pass - [x] I added focused component coverage for the new loading state - [x] No documentation update is required for this presentation-only change - [x] I have considered and documented the 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>	2026-07-29 17:58:50 -07:00
DottaandPaperclip	8339bcc7e7	fix(ui): keep decision training under decisions (#10181 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators review decisions and turn useful outcomes into training examples > - The training library belongs to the Decisions surface, but its routes and entry point appeared as a separate top-level destination > - That mismatch made the training icon feel disconnected and left internal links pointing at legacy `/training` URLs > - This pull request nests the training library and inspector under `/decisions/training`, keeps legacy URLs working through redirects, and uses one route helper everywhere > - The benefit is a clearer Decisions workflow without breaking existing bookmarks or links ## Linked Issues or Issue Description Refs: #9718 Refs: #9779 Problem: The Decisions page exposed training as a labeled header action while the training library lived at the unrelated top-level `/training` route. Links across the UI duplicated that legacy path. Expected behavior: Training should be an icon action alongside the other Decisions controls, and training library/record URLs should live under `/decisions/training` while old URLs continue to redirect. Steps to reproduce: 1. Open the Decisions page. 2. Observe the separate labeled Training button in the page heading. 3. Open a training record and note the top-level `/training/...` URL. Version/commit: Current `master` before this PR. Deployment mode: All UI deployment modes. ## What Changed - Move the training library and inspector routes under `/decisions/training`. - Redirect legacy `/training` and `/training/:id` URLs to the new locations. - Add `decisionTrainingHref()` and use it for training links and navigation. - Place the Training icon action with the Decisions filter and sort controls. - Add focused tests for library and record URL generation. ## Verification - `pnpm exec vitest run ui/src/lib/decisionTraining.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/ui build` - `pnpm check:token-gates` ## Risks - Low risk: the change is limited to client-side routes and navigation. - Existing `/training` bookmarks remain supported through replacement redirects. - No API, database, migration, dependency, or workflow changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex using GPT-5.4 with reasoning, repository tool use, shell execution, and code/test verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [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>	2026-07-27 19:08:36 -05:00
Dotta Claude Fable 5 Paperclip	7e40ed8c43	feat(status-cards): add experimental status card update view (#10101 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > 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 using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. 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; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [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 Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-24 12:26:43 -05:00
DottaandPaperclip	051ae4d102	feat: restore decision training library and inspector (#9779 ) ## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and supervise governed work. > - Decisions capture high-value operator judgment, and the decision-training foundation merged in #9702 freezes that evidence for later evaluation and learning. > - Operators still need the UI from the closed stacked PR #9718 to intentionally capture examples and inspect the resulting dataset. > - GitHub automatically closed #9718 when its stacked base branch was deleted after #9702 merged, leaving the server foundation on `master` without the corresponding UI. > - This pull request restores the final UI and its still-required supporting API fields directly on current `master`, while excluding the obsolete migration and duplicated server-foundation diffs. > - The benefit is a reviewable replacement PR that preserves the completed decision-training workflow without replaying stale stack history. ## Linked Issues or Issue Description - Refs #9718 - Refs #9702 ## What Changed - Restored the top-level `/training` library and record inspector with search, filters, JSONL export, notes editing, and evidence tabs. - Restored the Decisions-row training affordance and capture drawer, including preview, provenance, deletion, cache refresh, and approval consistency behavior. - Restored the shared types and focused server support needed by the UI without reintroducing decision-training migrations or the already-merged server foundation. - Restored focused UI and attention-service tests from the final #9718 state. - Credit to the authors and reviewers of #9718; this recovery transplants their final reviewed delta after the stacked base deletion. ## Verification - `pnpm exec vitest run ui/src/pages/Training.test.tsx ui/src/components/DecisionTrainingDrawer.test.tsx ui/src/components/AttentionQueueRow.test.tsx server/src/__tests__/attention-service.test.ts server/src/__tests__/decision-training.test.ts` — 5 files, 48 tests passed. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/openapi-routes.test.ts` — 3 tests passed; confirms exact route/OpenAPI parity for the restored preview endpoint. - `pnpm check:token-gates` — the restored files are clean; the repository-wide command currently reports five pre-existing false positives where comments reference GitHub issue `#9627` as if it were a color literal. ## Risks - Low migration risk: this PR contains no database migrations and is based directly on current `master`. - The main behavioral risk is cache invalidation across Decisions and Training views; focused tests cover capture, update, deletion, row state, and approval refresh behavior. - The token-gate baseline remains red on unrelated `#9627` comment references; this PR does not modify those files. > 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-5.3-Codex, reasoning with repository/tool access and code execution. Context window not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-17 13:27:32 -05:00
DottaandPaperclip	f712cedbc2	feat(mcp) [split 7/8]: activate Apps and gateway UI (#9562 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 7/8 and focuses on Apps/Gateways UI and feature-flagged activation > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The standalone UI foundation needs feature-flagged routes, navigation, app detail flows, gateways, Storybook scenarios, and QA configuration. - Proposed solution: Adds Apps/Gateways pages and components, navigation/route activation, remaining page integrations, Storybook stories, and QA Vite configuration. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/06-ui-tools-foundation`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: UXDesigner sanity pass on Apps/Gateways flows and flag-off behavior; Greptile on every PR. ## What Changed - Adds Apps/Gateways pages and components, navigation/route activation, remaining page integrations, Storybook stories, and QA Vite configuration. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `pnpm check:token-gates` — all gates clean - Focused UI Vitest run with `NODE_ENV=test` — 17 files, 147 tests passed ## Risks - Navigation or flag regressions could expose incomplete experiences; activation remains controlled by existing experimental settings. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > 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, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [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 - [ ] 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 ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. ## UI Evidence QA captured these from the live Garden MCP split stack at 1440px and verified clean rendering: ![Apps connections](https://raw.githubusercontent.com/paperclipai/paperclip/42512d030c96f678c379fbd97d8b7c1737d654fc/doc/screenshots/garden-mcp-split-stack/apps-list.png) ![Gateway detail](https://raw.githubusercontent.com/paperclipai/paperclip/42512d030c96f678c379fbd97d8b7c1737d654fc/doc/screenshots/garden-mcp-split-stack/gateway-detail.png) ![BYO connect wizard](https://raw.githubusercontent.com/paperclipai/paperclip/42512d030c96f678c379fbd97d8b7c1737d654fc/doc/screenshots/garden-mcp-split-stack/byo-connect.png) --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-14 15:40:08 -05:00
Devin Foley Cody Paperclip	0f9b1d399c	fix(ui): make environment edit a routed page (#9386 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Instance settings include an Environments section where operators configure sandbox/SSH/local execution environments, including interactive custom-image setup sessions with a browser terminal > - The environment create/edit form was rendered inside a modal dialog, so pressing Escape anywhere — including inside the embedded SSH terminal while capturing a snapshot — closed the whole modal and destroyed the in-progress session > - Environment editing is a heavyweight, long-lived flow; losing it to a reflexive Escape keypress is destructive and surprising > - This pull request converts environment create/edit from a modal into routed standalone pages, so Escape no longer dismisses the form > - The benefit is that terminal sessions and half-completed edits survive Escape, and the flow gets shareable URLs and normal back/forward navigation ## Linked Issues or Issue Description No existing public issue; described per the bug report template: What happened? While editing an environment's sandbox snapshot in the embedded SSH terminal, pressing Escape (e.g. to exit a mode inside the terminal) closed the entire environment edit modal, discarding the setup session and any unsaved form state. Expected behavior Escape inside the terminal or form should not dismiss the environment editor. A heavyweight flow like environment configuration should be a standalone page where Escape behaves as expected within the focused widget. Steps to reproduce 1. Open Instance settings → Environments and edit a sandbox environment 2. Start a custom image setup session and focus the browser terminal 3. Press Escape 4. The modal closes and the session context is lost ## What Changed - Converted the environment create/edit dialog in `CompanyEnvironments.tsx` into routed pages at `/company/settings/instance/environments/new` and `/company/settings/instance/environments/:environmentId/edit` - Registered the new routes in `App.tsx` and wired breadcrumbs for the list/create/edit states - Form state now initializes from the route (create vs edit) instead of dialog open/close state, and successful saves navigate back to the environments list - Updated `CompanyEnvironments.test.tsx` and `CompanySettings.test.tsx` to render through a router with the new routes and assert against the routed form page instead of a dialog ## Verification - `pnpm vitest run ui/src/pages/CompanyEnvironments.test.tsx ui/src/pages/CompanySettings.test.tsx` — 22/22 passing - `tsc --noEmit` on the `ui` package — clean - Behavioral coverage: the updated tests exercise the routed create/edit pages end to end (open edit via the list, interact with the setup-session controls on the form page, save navigates back to the list); with the form no longer in a dialog there is no Escape-close handler to trigger ## Risks - Low risk; UI-only routing change. Deep links into the old modal state do not exist (the modal had no URL), so no redirects are needed - The edit page resolves the environment from the route param; a stale/unknown id falls back to the environments list ## Model Used - Claude (Anthropic), model ID `claude-fable-5` (Fable 5), extended thinking enabled, agentic tool use via Claude Code ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Cody <cody@paperclip.ing> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-10 15:36:03 -07:00
Dotta Paperclip Claude Opus 4.8	36ec79c196	feat: add attention queue and Decisions surface (#9380 ) ## Thinking Path > - Paperclip is the control plane for autonomous AI companies, where operators need a reliable way to find and act on work awaiting their input. > - The attention and issue-thread interaction subsystems expose those decision points across server APIs and the board UI. > - The previous navigation and interaction presentation left these actions fragmented and did not offer a controlled rollout for the Decisions surface. > - This branch adds the attention feed, richer interaction cards, grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry. > - It also keeps experimental settings and API contracts synchronized, with an idempotent migration for the new dismissal state. > - This pull request delivers the complete, tested attention/Decisions experience as one reviewable unit. ## Linked Issues or Issue Description - Adds an operator-focused attention queue and Decisions experience: grouped decision cards, semantic interaction actions, dismiss/snooze handling, resilient interaction states, and an experimental flag to control the Decisions navigation entry. ## Feature Context ### Problem or Motivation Operators currently have to hunt across approvals, interactions, failed runs, and budget alerts to find decisions that need their action. ### Proposed Solution Provide a gated Decisions attention queue that groups actionable items, supports direct resolution, and preserves operator control through dismiss and snooze actions. ### Alternatives Considered Keep separate, source-specific views only; this leaves cross-cutting operator decisions fragmented and harder to prioritize. ### Roadmap Alignment This improves the V1 control-plane operator workflow by making pending governed actions discoverable in one company-scoped surface. ## What Changed - Added server attention-feed services, routes, interaction handling, dismiss/snooze support, and an idempotent `0145` inbox-dismissal migration. - Added shared attention, inbox-dismissal, and experimental-settings contracts. - Added Decisions/attention UI, interaction-card states, sidebar badge/navigation integration, grouping, keyboard support, and Storybook coverage. - Added tests for attention behavior, thread interactions, settings normalization, dismissals, and API behavior. - Removed generated screenshots from the final PR diff and rebased the branch onto current `master`. ## Verification - `pnpm check:token-gates` — passed. - `pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/attention-service.test.ts server/src/__tests__/inbox-dismissals.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts ui/src/lib/attention.test.ts ui/src/components/AttentionQueueRow.test.tsx ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests across 9 focused files. - GitHub Actions for `ad636f560`: build and typecheck/release-registry have passed; remaining general-server and Greptile checks are in progress. ## Risks - Moderate: this is a cross-layer attention/interaction feature with a new migration and navigation behavior. - The `enableDecisions` experimental setting defaults to off, limiting rollout impact. - Existing dismissal data is backfilled to `dismiss`; the migration is idempotent and uses guarded constraint creation. > ROADMAP.md was checked; no duplicate planned core feature was identified. Related open pull requests were searched before opening this PR. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution. Context-window size unavailable in this environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My public PR branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally; focused tests pass and the remaining unrelated AWS test failure is documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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>	2026-07-10 17:09:57 -05:00
Dotta Paperclip Claude Opus 4.8	5c85ae64a0	Cases: experimental first-class case object (#9198 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board currently uses issues for execution, but longer-lived content work needs a separate object that can survive beyond a single task thread. > - The Cases subsystem adds an experimental, company-scoped record for content artifacts and their supporting metadata. > - The backend needs durable storage, API routes, revision history, issue linkage, and company-boundary enforcement before the UI can depend on Cases. > - The UI needs an opt-in navigation surface, list/detail views, reference chips, and issue-page context so operators can inspect Cases without making them the default workflow. > - The agent-facing skills need a contract for creating and updating Cases so automated content workflows can dogfood the feature. > - This pull request ships that experimental end-to-end path behind the `enableCases` flag. > - The benefit is a first-class place to collect content work, references, attachments, revisions, and related execution threads without polluting the core issue model. ## Linked Issues or Issue Description No public GitHub issue exists for this experimental feature. Feature request fields: ### Problem Content-oriented work such as release notes, announcements, docs, and campaigns can span many execution issues, which makes the final artifact hard to find and reason about after the execution thread moves on. ### Proposed solution Add an experimental Cases object that is company-scoped, linked to issues, queryable through the API, inspectable in the board UI, and writable by agent workflows through documented conventions. ### Alternatives considered Continue encoding content artifacts directly in issues or documents only. That keeps the data model smaller, but it does not give operators a stable artifact-centric view or a clean way to link related execution history. ### Roadmap alignment Checked `ROADMAP.md`; this PR does not duplicate an existing planned core roadmap item. ## What Changed - Added the `cases` data model, migration, schema exports, and experimental `enableCases` instance setting. - Added company-scoped Cases API routes for list/detail/update, issue links, revisions, children, activity events, annotations, attachments, and idempotent agent-oriented upserts. - Scoped case and issue lookup helpers before access checks so inaccessible cross-company identifiers resolve as not found rather than leaking existence. - Fixed case PATCH timestamp handling so non-status updates cannot overwrite `completedAt` from a stale pre-transaction row snapshot. - Moved Cases list type/status/project filters into the server request before the server-side limit is applied, including multi-select filters and no-project filtering. - Added backend route coverage for creation, updates, idempotency, issue linking, attribution, company-boundary enforcement, OpenAPI registration, list filtering, timestamp patch behavior, and inaccessible lookup regressions. - Added the experimental Cases UI surface: sidebar entry, gated routes, list filters/grouping, detail overview, activity, revisions, children, attachments, and issue-page case rail. - Added case reference rendering and company-prefixed case href generation so case links resolve directly inside the active company route. - Added Paperclip skill documentation for agent workflows that create or update Cases. - Wired release-content skills to emit Cases for dogfooding. - Rebased onto current `master` and renumbered the Cases migrations to `0143`/`0144` after the latest upstream migration sequence. ## Verification - Current PR head: `ecc13be0d`. - Rebased on current `master` (`606aa4f266`) and pushed to the existing PR branch. - `git diff --check origin/master...HEAD` — passed before the first update push; subsequent committed diffs were also checked with `git diff --check` before commit. - Guardrails checked: no `pnpm-lock.yaml` changes, no `.github/workflows` changes, and changed-file count is below the Greptile 100-file limit. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts src/__tests__/instance-settings-service.test.ts src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests before review-fix commits. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts` — passed after each server-side Greptile fix, latest 1 file / 15 tests. - `pnpm --filter @paperclipai/server typecheck` — passed after the timestamp and lookup fixes. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` — passed, 4 files / 30 tests before review-fix commits. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file / 12 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after the list-filter fix. - `pnpm check:token-gates` — passed after UI changes. - Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build, typecheck, test matrix, e2e, Canary Dry Run, policy, commit review, Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook visual regression is skipped and security-review is neutral. - Greptile Review: 5/5 confidence, zero unresolved Greptile threads. ## Risks - Medium feature risk because this introduces a new experimental domain object across database, server, shared contracts, skills, and UI. - The feature is gated behind `enableCases`, which limits default operator exposure while the model is exercised. - Case links now prefer company-prefixed hrefs; the unprefixed redirect remains for externally entered URLs. - Cases list filtering now sends multi-select filters to the server before limiting; the UI still applies the same local filters as a second pass for ancestor/context rows. - Migrations were renumbered on top of current master; the SQL uses guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where relevant for safer replay. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex in the Paperclip local coding environment was used for this PR curation, rebase verification, review-fix implementation, push, and PR description update. The runtime exposes tool use and shell execution; context-window size is not exposed by this Paperclip adapter. Several implementation commits also include AI co-author trailers recorded in git history. ## 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 the GitHub PR list for similar PRs and confirmed this is not a duplicate - [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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-09 22:11:03 -05:00
DottaandPaperclip	8b6a06ee25	[codex] Add built-in agents and Reflection Coach bundle (#9206 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 16:29:30 -05:00
Dotta Paperclip Claude Opus 4.8	b13eb5b2b5	Skill Studio: three-pane skill IDE with sandboxed test runs (#9241 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Skills Manager gives operators a reusable skill layer, but iteration still required manual edits, ad hoc prompts, and indirect run inspection. > - Skill authors need a focused workflow for editing skill files, saving representative test inputs, and running those inputs through an agent without exposing harness tasks as normal company work. > - The backend therefore needs durable test inputs, reusable run templates, hidden harness issues, scoped run execution, retention metadata, and read-containment rules around hidden work. > - The frontend needs a three-pane Studio that keeps skill files, saved inputs/templates, and run output/history visible together while preserving the existing design system and token rules. > - This pull request ships that Skill Studio surface end to end: database migrations, shared contracts, server APIs/services, hidden harness execution behavior, UI routes/components, and focused tests. > - The benefit is faster and safer skill iteration, with inspectable outputs and fewer ways for internal harness work to leak into normal task lists, costs, or adjacent read APIs. ## Linked Issues or Issue Description No public GitHub issue exists for this feature. Feature request summary: - Problem: Skill authors need to edit and test company skills in one place instead of switching between the skill detail page, task creation, run output, and manual prompt history. - Proposed solution: Add a Skill Studio workbench with saved inputs, reusable templates, hidden sandboxed test runs, live run status, output inspection, run history, rerun/delete controls, and frontmatter-aware editing. - Expected users: Paperclip operators and agent-company maintainers who create, fork, import, and tune skills. - Related public PRs: Supersedes #9205, which was replaced so the public PR branch name follows contributor policy. - Duplicate search: searched public GitHub issues and PRs for "Skill Studio"; no other active public issue or PR directly covers this feature. ## What Changed - Added database migrations for Skill Studio test inputs, test runs, test run retention, and reusable run templates. - Added shared Skill Studio types, validators, route helpers, frontmatter utilities, and status handling. - Added server services and routes for saved inputs, test runs, templates, reruns, terminal-run deletion, hidden harness issue execution, and run-detail hydration. - Strengthened hidden-issue read containment across issue-adjacent routes and cost rollups used by skill test harness work. - Added the Skill Studio UI with skill file editing, frontmatter editing, saved inputs, templates, run creation/cancel/rerun/delete flows, output rendering, history, route support, and responsive pane behavior. - Added focused backend, shared, and UI tests for the new APIs, routing logic, editor/run behavior, hidden-issue containment, and migration safety. - Rebased onto current `master`, removed the generated lockfile diff from the PR, and verified no workflow files are changed. ## Verification - [x] `pnpm --filter @paperclipai/db check:migrations` - [x] `pnpm check:token-gates` - [x] `pnpm exec vitest run server/src/__tests__/company-skills-service.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/company-skill-test-runs-service.test.ts ui/src/lib/skill-studio.test.ts ui/src/pages/SkillStudio.test.tsx` — 5 files, 132 tests passed - [x] Greptile review on the latest PR head - [x] GitHub PR checks on the latest PR head ## Risks - Medium risk because this is a broad feature touching database schema, server orchestration, issue visibility, and a large UI surface. - Hidden harness issue containment is security-sensitive; this PR includes regression coverage for adjacent read paths and cost rollups. - The new migrations are additive and use idempotent guards where applicable, but deployed databases that previously tested draft migration numbers should still be checked carefully. - The UI depends on a new resizable panels package in `ui/package.json`; the lockfile is intentionally left to repository automation. > 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 coding agent with shell, git, and GitHub CLI tool use. Earlier feature commits include assistance from other Paperclip coding agents; this PR preparation, rebase, cleanup commit, and PR body were completed by OpenAI Codex in a Paperclip worktree. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-09 13:08:56 -05:00
DottaandPaperclip	518fc71cec	[codex] Add work timeline page (#8938 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is where operators inspect company activity, agent work, and issue progress. > - Existing board views show individual issue and run details, but they do not give operators a compact time-based picture of work across agents. > - A work timeline helps operators scan when agents worked, how handoffs happened, and where overlapping work occurred. > - This pull request adds a company-scoped Work Timeline page backed by the existing API surface and renders the timeline as a custom SVG Gantt-style view. > - The benefit is faster operator understanding of multi-agent execution without opening each issue thread individually. ## Linked Issues or Issue Description No public GitHub issue exists for this change. Subsystem affected: - ui/ — React + Vite board UI Problem or motivation: - Operators can inspect individual issues and runs, but there is no compact time-based view of company work across agents. - This makes it harder to scan overlaps, handoffs, retries, and activity windows without opening many issue threads. Proposed solution: - Add a company-scoped Work Timeline page in the board UI. - Render agent and system run spans as a custom SVG Gantt-style chart with packed overlap lanes. - Show issue color identity, kickoff attribution, hover-revealed delegation connectors, retry styling, zoom controls, a sticky actor gutter, and a minimap brush. - Keep human activity lightweight by showing human kickoff chips without plotting standalone human event rows. Alternatives considered: - Add the same information to existing issue-list or run-list views. That would preserve simpler UI, but it would not show temporal overlap or handoff paths clearly. - Build this as a plugin-only surface. That keeps core smaller, but the board already has the company-scoped route, navigation, and API client patterns needed for this operator workflow. Roadmap alignment: - `ROADMAP.md` does not list an existing duplicate work-timeline milestone. This supports the broader operator visibility direction around artifacts, enforced outcomes, and higher-autonomy execution. Additional context: - Storybook includes `Pages/Work Timeline` stories for hour/day zoom and a human-activity sample so reviewers can inspect the component without a live backend. ## What Changed - Added the Work Timeline page, route, sidebar entry, API client, query key, and company-prefixed route helper coverage. - Added a pure timeline layout transform for row packing, issue colors, kickoff attribution, connector calculation, tick selection, and duration formatting. - Added the custom SVG timeline chart with sticky actor gutter, hover-revealed connectors, zoom controls, minimap brushing, visible-range feedback, and issue navigation. - Added Storybook coverage plus sample fixtures for the work timeline. - Added and corrected focused UI tests covering layout, chart behavior, routing, sidebar behavior, and collapsed-sidebar expectations. - Addressed Greptile feedback for kickoff fallback ordering, minimap range math, document drag listener cleanup, and stable default `now` handling. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx src/pages/Timeline.test.tsx src/lib/company-routes.test.ts src/components/Sidebar.test.tsx src/components/RequestCollapsedSidebar.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `git merge-tree $(git merge-base HEAD origin/master) HEAD origin/master \| rg -n "<<<<<<<\|changed in both\|CONFLICT"` returned no conflicts. - Attempted Storybook screenshot capture with Playwright; Storybook ran locally, but Chromium could not launch in this container because native browser libraries such as `libatk-1.0.so.0` are unavailable and `npx playwright install-deps chromium` requires interactive sudo. ## Risks - Medium UI risk: this adds a substantial visual surface with custom SVG interaction logic, so browser-level review is still useful for responsive behavior and usability. - Low backend risk: this PR only adds a UI client/page around the existing timeline API contract and does not change database schema or server routes. > 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 via Codex coding agent, with repository file access, shell command execution, GitHub connector access, and focused test execution. Exact context-window details are not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-06 07:57:23 -05:00
Dotta Paperclip Claude Opus 4.8	ad961227f5	feat(secrets): add user-specific runtime secrets (#8825 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs often need provider credentials, API tokens, and other environment-bound secrets. > - Company-level secrets work for shared credentials, but they do not model values that should differ by human operator. > - Without a user-scoped model, a run can dispatch without knowing whether the responsible human has supplied the needed value. > - Paperclip also needs run attribution to make those user-scoped runtime checks deterministic and auditable. > - This pull request adds user-specific secret definitions, per-user values, environment bindings, responsible-user attribution, and runtime resolution gates. > - The benefit is that teams can define the secret once, let each user provide their own value, and block runs before dispatch when required user secrets or active definitions are unavailable. ## Linked Issues or Issue Description Refs #224 Refs #6057 This PR implements user-specific secret support as a core secret-management capability rather than a one-off adapter setting. It is related to existing public work on company secrets UI and runtime secret refs, but is distinct because the value is owned by the responsible user and resolved at run dispatch time. Related PR search before opening found existing secrets work such as #1550, #8256, #8614, #8634, and #8647; none of those add the full user-secret definition/value/runtime gate covered here. ## What Changed - Added user-secret definitions and per-user "My secrets" values, keeping stored values out of access metadata. - Added `user_secret_ref` environment bindings and UI affordances to pick them alongside existing secret refs. - Added responsible-user runtime resolution so user-secret refs resolve against the human responsible for the run. - Added pre-dispatch missing-secret gates so runs fail before adapter dispatch when required user values are absent or definitions are inactive. - Added low-trust allowlist hardening for user-secret runtime access. - Added issue, routine, run, and agent API key responsible-user attribution and fail-closed dispatch behavior when attribution cannot be resolved. - Added denial-copy mapping so responsible-user authorization failures surface as actionable run outcomes instead of opaque setup failures. - Added OpenAPI documentation for the user-secret routes. - Rebases cleanly on current `master`; migrations were renumbered incrementally as `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant` after upstream `0126`/`0127` migrations. - Removed previously committed local design screenshots so the PR contains code/docs/tests only. ## Verification - PASS: PR head `2527febd106bcf3ca264ca0da7fca491084192d6` is based on `paperclipai/paperclip:master`. - PASS: `git diff --check` - PASS: `git diff --name-only public/master...HEAD \| rg '^(pnpm-lock\\.yaml\|\\.github/workflows/\|screenshots/)' \|\| true` produced no files. - PASS: migration journal audit confirmed unique indexes through `130` with tail entries `0126_issue_comment_derived_attribution`, `0127_environment_custom_images_instance_scoped`, `0128_user_specific_secrets`, `0129_agent_api_key_responsible_user`, and `0130_run_responsible_user_invariant`. - PASS: `pnpm --filter @paperclipai/ui typecheck` - PASS: `pnpm --filter @paperclipai/server typecheck` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-responsible-user-invariant.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-active-run-output-watchdog.test.ts src/__tests__/heartbeat-stale-queue-invalidation.test.ts src/__tests__/heartbeat-workspace-finalize-branch.test.ts src/__tests__/issue-monitor-scheduler.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-comment-wake-batching.test.ts src/__tests__/heartbeat-retry-scheduling.test.ts src/__tests__/heartbeat-accepted-plan-workspace-refresh.test.ts src/__tests__/heartbeat-plugin-environment.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/low-trust-red-team-routes.test.ts` - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` (55 tests) - PASS: `pnpm vitest run server/src/__tests__/secrets-routes.test.ts server/src/__tests__/secrets-service.test.ts` (89 tests after final Greptile cleanup fixes) - PASS: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-issue-liveness-escalation.test.ts` (17 tests after the final rebase CI fix) - PASS: focused server Vitest batches covering heartbeat recovery, project env, plugin env, routines, low-trust, pipelines, monitors, watchdog, and stale queue paths. - PASS: GitHub checks are green on `2527febd106bcf3ca264ca0da7fca491084192d6`, including Typecheck + Release Registry, Build, General tests, serialized server suites, e2e, Canary Dry Run, verify, security checks, and Greptile Review. - PASS: Greptile Review completed successfully on `2527febd106bcf3ca264ca0da7fca491084192d6` with Confidence Score 5/5, and GraphQL review-thread audit returned zero unresolved non-outdated threads. ## Risks - Runtime behavior now depends on a run having a correct responsible user; missing or incorrect responsibility assignment can block runs before adapter dispatch. - `user_secret_ref` bindings intentionally expose metadata without values, but UI/API callers may need to handle the new binding kind explicitly. - External secret providers and IAM policies are not automatically provisioned by this PR; operators still need to configure provider-side access for non-local vaults. - The PR is broad across db/shared/server/UI/runtime paths, so release validation should include both API and UI secret workflows before merge. - The migration renumbering is intentionally incremental after upstream migrations; the branch migrations use guarded column/table/index/constraint creation so users who tested the older draft numbering should not hit duplicate DDL for the existing objects. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent (`gpt-5`), Codex local adapter with shell/tool use and code execution. Context window and internal reasoning mode are not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-05 05:58:20 -05:00
DottaandPaperclip	ec92728536	[codex] remove Work Timeline page from navigation (#8882 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The app shell exposes user-visible product surfaces through routes and the left navigation > - The Work Timeline frontend landed on `master` in related PR #8880 before the product surface was ready for general users > - The backend aggregation endpoint and shared DTOs can remain available for continued iteration without exposing the page in the main app > - This pull request removes the visible `/timeline` route, sidebar entry, page implementation, chart component, and Storybook fixtures > - The benefit is that users no longer see an unfinished Work Timeline page on `master`, while future work can continue from a preserved branch/workspace ## Linked Issues or Issue Description No public GitHub issue exists for this rollback request. Bug-style description: - What happened: A Work Timeline page was exposed in the app navigation before the surface was ready for users. - Expected behavior: Unready product work should not be visible from the default app shell on `master`. - Steps to reproduce: Open the app on current `master`; the sidebar includes a `Timeline` item that routes to `/timeline`. - Paperclip version/commit: `60f7fb422394c94618b8eef27ae032702004f544`. - Deployment mode: Local app / standard Paperclip app shell. - Related public PR: #8880. ## What Changed - Removed the `/timeline` route and `Timeline` page import from the app route table. - Removed the `Timeline` sidebar item and unused `GanttChartSquare` icon import. - Deleted the frontend Work Timeline API wrapper, chart component, layout helper, page, Storybook story, and sample fixtures. - Removed the now-unused `queryKeys.workTimeline` entry. - Left the backend timeline endpoint and shared DTOs intact so the data contract can continue to be developed off the preserved work. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - Searched the frontend for stale `workTimeline`, `WorkTimeline`, `/timeline` route/sidebar, and `GanttChartSquare` references after deletion. ## Risks - Low runtime risk: this removes an app route and navigation entry for an unfinished surface. - Deep links to `/timeline` will now fall through to the app's existing not-found behavior. - The backend endpoint remains available; if the intent was to remove the API too, that should be handled in a separate, explicit PR. ## Model Used OpenAI Codex coding agent, GPT-5-based model, with shell/tool use for repository inspection, code editing, git, and GitHub CLI operations. ## 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 Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-02 14:52:09 -05:00
Dotta Paperclip Claude Opus 4.8	60f7fb4223	PAP-12424 Work Timeline — Phase C: frontend Gantt page (Direction C) (#8880 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need to see how work actually flowed across their agents over time — who was invoked, what they worked on, and how work was delegated between them > - The dashboard shows point-in-time state but nothing reconstructs the temporal, cross-actor picture of heartbeat runs and delegations > - A read-only company work-timeline endpoint was landed first (server aggregation over runs/issues/activity); it had no frontend > - This pull request adds the Gantt-style Work Timeline page that renders that endpoint, plus the small additive server contract change it needs (shared DTOs + a task title on each span) > - The benefit is a single dense view — actor rows, concurrency lanes, delegation connectors, zoom and a mini-map — that makes agent activity legible without an N+1 fetch storm from the client ## Linked Issues or Issue Description No public GitHub issue. Problem, in-PR: - Gap: the company work-timeline aggregation endpoint has no UI. There is no way to visually inspect how heartbeat runs unfolded over time or how work was delegated between agents. - Solution: a dashboard-adjacent Gantt-style page at `/:companyPrefix/timeline`, linked from the sidebar's "Work" section, rendering runs as bars on per-actor rows with delegation connectors, kickoff chips, zoom, a lens filter, and a mini-map. - Built with React + custom inline SVG (no chart dependency; consistent with the existing Tailwind/Radix stack). ## What Changed - Frontend Gantt page (`ui/src/pages/Timeline.tsx`, `ui/src/components/timeline/WorkTimelineChart.tsx`): actor rows (agents/system only — humans never get a row), overlapping runs packed into concurrency sub-lanes, bars = heartbeat runs with a left colour tab for issue identity, truncated task title + timing/status on hover, click-through to the task. - Human activity markers & human rows for kickoff/delegation involving people, without giving humans their own run lane. - Kickoff avatar chips at each bar's leading edge; straight agent→agent delegation connectors (dashed for retries/changes-requested); in-progress runs extend to a dashed "now" line and fade out. - Zoom (hour/day/week, auto-fit), full-window mini-map with a draggable brush, lens filter (Everyone / per-user, server-side), and colour by task / by status. - Pure layout/transform module (`ui/src/lib/timeline/layout.ts`) — packing, kickoff derivation, connector resolution, scales — unit-tested in isolation. - Server contract (additive): moved the `WorkTimeline` DTOs into `@paperclipai/shared` so the aggregation service and the UI consume one contract; added `issueTitle` to each span so the tooltip shows the task title with no N+1 client fetch. - Sidebar link, query keys, API client (`ui/src/api/workTimeline.ts`), and a Storybook story with fixtures. ## Verification - `pnpm --filter @paperclipai/shared build` ✅ - `pnpm --filter @paperclipai/server typecheck` ✅ · `pnpm --filter @paperclipai/ui typecheck` ✅ - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx` ✅ (15/15) - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/work-timeline-service.test.ts` ✅ (5/5) — the DTO move + `issueTitle` are additive; existing service tests use `objectContaining` and still pass. - Rendered `WorkTimelineChart` headless against a real slice of company activity via a Storybook story; manual browser QA of the live page passed on the feature branch. ## Risks - Low risk.* The change is UI-only plus an additive server DTO refactor (types relocated to `@paperclipai/shared`, one new optional field). No schema/migration changes, no change to endpoint behaviour beyond the extra `issueTitle` field. The page is behind its own route and does not alter existing views. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), via Claude Code with extended thinking and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above (only the merged endpoint PR #8875 is related; no duplicates) - [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 ticket id - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-02 12:54:16 -05:00
DottaandPaperclip	43b005b704	Add pipeline workflow primitives and operator UI (#7903 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The pipeline subsystem models repeatable work as items moving through stages, with agent automation, review gates, blockers, drift notices, and linked work. > - Operators need this to be usable as one coherent workflow surface, not just as backend primitives or disconnected route experiments. > - The branch now carries the pipeline data model, service/routes, CLI/tutorial path, aggregation feeds, operator UI, stage automation controls, liveness/retry handling, and follow-up polish that make the primitive reviewable end to end. > - This pull request is the single review target for that pipeline workflow primitive stack. > - The benefit is that reviewers can evaluate the full operator experience and server contract together against `master`. ## Linked Issues or Issue Description No public GitHub issue exists for this work. The underlying feature request is described inline. ### Problem or motivation Paperclip needs a first-class way to model multi-stage agent/company workflows where upstream items can spawn downstream work, request review, carry fields across pipelines, surface drift, retry automation, and show operators where work is blocked or active. Without a unified pipeline primitive, these workflows spread across ad hoc issues, routines, and comments, making the state hard to inspect or operate. ### Proposed solution Add the pipeline workflow primitive stack: database schema and migrations, shared validators/types, server services and REST routes, aggregation and liveness helpers, CLI/tutorial smoke support, and the React operator UI for pipeline lists, boards, item detail, review/learnings views, settings, stage automation, secrets, carry-over fields, and retry/recovery flows. ### Alternatives considered - Keep workflows as loosely linked issues and routines: rejected because operators need a single board/detail/settings surface for repeated workflow patterns. - Ship backend primitives first and defer UI: rejected for this branch because the operator experience is the main way to validate the primitive. - Add a narrower one-off content workflow: rejected because the same primitives are useful across future company processes. ## What Changed - Added and evolved pipeline schema, migrations, shared contracts, server services, REST routes, route tests, and CLI/tutorial smoke support. - Added pipeline aggregation, health/liveness, drift acknowledgment, blocker/carry-over, automation retry, stage automation environment, and permission recovery behavior. - Added the operator UI for pipeline index/board/item detail/settings/review/learnings flows, including stage secrets, automation controls, markdown/item descriptions, linked issue assets, liveness banners, and source automation metadata. - Refactored issue document frame rendering through the shared `DocumentFrameHeader` component to keep document controls consistent with the pipeline document surfaces. - Kept this PR as the single base-branch review target for the current pipeline branch. ## Verification Current branch refresh: - `pnpm vitest run server/src/__tests__/pipelines-service.test.ts` — 31 passed - `pnpm vitest run server/src/__tests__/pipelines-routes.test.ts` — 19 passed - `pnpm --filter ./server typecheck` — passed - `pnpm --filter ./ui typecheck` — passed - Verified Pipelines remains gated by `enablePipelines === true`: sidebar item is hidden unless the flag is enabled, direct pipeline routes redirect to `/dashboard` when disabled, and the Experimental settings UI still has no Pipelines toggle. - GitHub status checks on `df071c710646de625131064c3fb6588b5e97964a` — all complete with no failing conclusions, including Actions, Socket, Superagent/Security, and Greptile Review - Greptile summary on `df071c710646de625131064c3fb6588b5e97964a` — Confidence Score 5/5 - GitHub review-thread sweep — 0 unresolved Greptile threads Previously recorded during branch development: - Server pipeline service/route and aggregation tests - Shared validator tests - UI pipeline page/settings/item-detail/learnings/liveness tests - Pipeline tutorial smoke path ## Risks - High review surface: this is a large feature branch spanning database, shared contracts, server behavior, CLI/docs, and UI. - Migration ordering and schema compatibility need reviewer attention because this branch has been kept current across multiple `master` syncs. - GitHub still reports merge state `BLOCKED` because the PR is awaiting normal human review/branch-protection completion; all current status checks are green. - Branch-name checklist exception: this PR uses the pre-existing requested branch name, which predates the current public-branch naming rule. The PR title/body avoid internal issue references. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent based on GPT-5, with repository tool use, shell execution, git/GitHub CLI operations, and local verification commands. Earlier commits in this branch were assisted by Paperclip agents and other AI coding agents as recorded in commit authorship. ## 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) - [ ] 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>	2026-06-26 12:02:44 -05:00
Devin Foley	547463d3a2	refactor(environments): make execution environments instance-scoped (#8375 ) ## Thinking Path > - Paperclip is the control plane for AI-agent companies, so execution environment selection has to stay inspectable and predictable across companies, agents, and runs. > - The environment subsystem decides where an agent heartbeat actually runs and how remote sandbox state is realized and restored. > - That subsystem previously mixed company-scoped environment catalogs with issue-level environment stamping, so a reassigned issue could keep executing in the previous assignee's sandbox. > - That behavior breaks the control-plane contract: changing the assignee should change the executing agent/environment path unless there is an explicit current override. > - Fixing it cleanly required more than a narrow patch; the environment model had to move to instance scope with a single inherited default and per-agent override semantics. > - This pull request rewires the schema, server/API surface, runtime resolution, and UI around that model, then adds regression coverage for cross-company inheritance and per-agent isolation. > - The benefit is that environment choice now follows the approved instance/agent configuration path instead of stale issue state, while shared environments only need to be configured once per instance. ## Linked Issues or Issue Description - No directly matching public GitHub issue or PR was found while searching for this refactor. ### What happened? Reassigning work between agents with different execution environments could keep running in the previous sandbox because environment choice was stamped onto the issue and outranked the current assignee. The same subsystem also forced environment catalogs to be duplicated per company even though the underlying execution environments were instance-wide resources. ### Expected behavior Execution should resolve through the current instance and agent configuration path, with one instance-scoped environment catalog, one instance default, optional per-agent override, and no stale issue-level environment authority surviving reassignment. ### Steps to reproduce 1. Configure two agents to use different execution environments. 2. Assign an issue to the first agent so the issue records execution state in that environment. 3. Reassign the same issue to the second agent and run another heartbeat. 4. Observe that the pre-fix runtime can still sync or execute in the original sandbox instead of the second agent's environment. ### Paperclip version or commit Current `master` before this PR. ### Deployment mode Self-hosted server. ### Installation method Built from source (`pnpm dev` / `pnpm build`). ### Agent adapter(s) involved - Claude Code - Not adapter-specific (core bug in environment authority / resolution) ### Database mode External Postgres. ### Access context Both board reassignment and agent heartbeats were involved. ## What Changed - Moved environments and their default selection contract to instance scope in DB/shared types, including the migration that dedupes legacy per-company environments and seeds the instance local default. - Reworked environment CRUD/auth flows to use instance-scoped APIs and added route/service coverage for instance-level environment management. - Changed runtime resolution to prefer `agent default -> instance default -> built-in local`, removed issue-level environment stamping from the active execution path, and isolated sandbox/plugin leases by `(executionWorkspaceId, agentId)`. - Added environment env-var runtime precedence so environment-provided values act as the baseline for agent execution. - Moved the environment UI into instance settings and updated agent configuration surfaces to reflect inherit/override behavior. - Added regression coverage for instance-default inheritance across companies and for the new runtime resolution behavior. - Fixed a rebase-only duplicate `enableTaskWatchdogs` flag regression in instance settings types/validators/services so the branch typechecks cleanly on current `master`. - Updated stale server tests so CI matches the shipped instance-scoped environment contract. ## Verification - `git diff --check` - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm exec vitest run server/src/__tests__/environment-runtime-driver-contract.test.ts server/src/__tests__/agent-permissions-routes.test.ts server/src/__tests__/environment-routes.test.ts server/src/__tests__/environment-instance-routes.test.ts server/src/__tests__/execution-workspace-policy.test.ts server/src/__tests__/heartbeat-plugin-environment.test.ts server/src/__tests__/instance-settings-routes.test.ts` ## Risks - The migration changes environment scope and dedupes existing rows, so installs with unusual legacy environment combinations should be reviewed carefully during upgrade. - Remote execution behavior now depends on instance-default inheritance semantics instead of issue-level stamping, so any remaining code paths that still assume issue-scoped environment authority would surface as follow-up bugs. - This PR includes both server/runtime behavior and UI relocation, so reviewers should watch for authorization edge cases around instance settings and environment management. > I checked [`ROADMAP.md`](ROADMAP.md). This work fits the existing Cloud / Sandbox agents direction as a bug-fix/refactor to current behavior, not a new parallel product surface. ## Model Used - OpenAI Codex coding agent in this Paperclip/Codex session; GPT-5-class tool-using model with code execution and shell access. The exact backend model ID is not exposed to the session runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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	2026-06-20 09:42:53 -07:00
scotttong Paperclip Claude Opus 4.8	6f9801a46b	feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The first-run experience (onboarding wizard) and the chat surfaces (conference-room/board chat, task threads, composers) are the product's front door — they decide whether a new operator understands "hire agents, give them work, review results" in the first five minutes > - Today those surfaces feel ticket-y and form-like: the wizard is a static multi-step form that ends in an anticlimactic "Launch" screen, the task composer and board chat behave differently from each other, and agent-feed issue quicklooks misbehave (multiple flyouts open at once, cards jump on hover) > - We wanted to iterate toward a conversational, team-centric NUX — but without risking the workflows of everyone already running Paperclip > - This PR reworks the NUX behind a new default-OFF `enableConferenceRoomChat` experimental flag: a capsule-motif onboarding wizard that builds your team as you answer, a conference-room chat surface, one shared ChatComposer across surfaces, brand-accurate status chips, and feed-quicklook fixes — with the pre-existing UI fork-and-frozen as `Classic` components that flag-OFF users keep > - The benefit is a complete, testable modern NUX that anyone can opt into from Settings → Experimental, with zero default behavior change and a clean path to either graduate or drop the experiment ## Linked Issues or Issue Description No pre-existing GitHub issue — feature description per `feature_request.yml`: - Problem / motivation:* Paperclip's onboarding wizard and chat surfaces grew up as separate ticket-centric forms. New users get a form-filling experience rather than the feeling of standing up a team; the board chat and task threads use different composers with different affordances; the agent feed's issue quicklook can stack multiple popovers and shifts cards on hover. - Proposed solution: A coherent NUX experiment behind one experimental flag (`enableConferenceRoomChat`, Settings → Experimental, default OFF): capsule onboarding wizard with an evolving team capsule, conference-room chat, unified `ChatComposer`, team-centric copy, brand status chips, quicklook single-flight fix. Flag-OFF users get the exact pre-experiment UI via frozen `Classic` forks, verified by an on/off parity test matrix. - Alternatives considered:* (a) incremental unflagged restyling — rejected: the changes interlock across surfaces and would drip risk into every release; (b) a separate app shell / route for the new NUX — rejected: too much divergence, the flag + classic-fork pattern keeps the diff reviewable and reversible. - Roadmap alignment: `ROADMAP.md` lists CEO Chat ("a lighter-weight way to talk to leadership agents... should still resolve to real work objects"). This experiment is groundwork in that direction (conference-room chat resolves to issues/tasks via the same composer used in task threads) and does not change the core task-and-comments model. Related PRs found in the dedup search (same area, none duplicate this work — they target the classic wizard, which this PR intentionally leaves intact and mergeable): - #5385 — Coach-driven onboarding: conversational entry + agent-companies package import - #5378 — Onboarding wizard: reusable adapter picker + probe card - #6636 — ui(onboarding): friendly error surface + retry for the wizard - #7005 — fix(onboarding): explicitly await first-task wake - #2616 — fix: restore workspace directory config in onboarding wizard ## What Changed - Experimental flag plumbing — `enableConferenceRoomChat` in shared types/validators, server instance-settings service + API, Settings → Experimental card with explicit enable/disable copy - Onboarding wizard — classic wizard forked and frozen (`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard with a persistent evolving `AgentCapsule` (gradient/glow motif), team-centric reframed copy, and a typing-dots intro (hardened with fake-timer tests) - Conference-room chat — flag-ON board-chat surface with agent bubble name/icon headers and copy/vote/timestamp action rows (`AgentBubbleActionRow`) - Unified composer — shared `ChatComposer` adopted across surfaces; translucent surface + scroll-mask removal; "Agent mode"/"Plan mode" relabels; no-assignee confirmation `AlertDialog` (new `ui/alert-dialog.tsx` primitive); `@task` reference picker + linkification in mentions - Agent feed — single-flight issue-quicklook store (one popover at a time), flyouts open to the left, removed hover translate-y jitter - Status chips — brand-accurate task status chips behind the flag (light/dark, 1px borders per paperclip.ing/brand) - Tests — flag on/off parity matrix across IssueDetail, NewIssueDialog, Sidebar, wizard, gate components; component tests for all new pieces - Merge with `master` — one conflict in `ui/src/components/IssueChatThread.tsx`, resolved by keeping master's new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside the flag-gated metadata-row chrome (details in commit `21a5642a`); post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`, flag hook made safe for provider-less mounts (master's new isolated component tests) - Branch hygiene — internal design wireframes/mockups stripped before the PR (they live in the Paperclip issue threads) - No user-facing documentation changes required: the flag is intentionally experimental and self-described in the Settings card; no existing docs reference the affected surfaces ## Verification - `pnpm run typecheck` — green across the workspace (ui, server, shared, plugins) - Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD): 1593/1595 passing, 223/224 files — the 2 remaining failures are in `src/components/artifacts/ArtifactCard.test.tsx` and fail identically on pristine `origin/master` (pre-existing upstream, unrelated to this branch) - Full server suite (`vitest run` in `server/`, same clean worktree): results in PR checks; flag plumbing covered by instance-settings tests - Targeted post-merge resolution check: `IssueChatThread`, `IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`, `ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`, `InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing - Manual walkthrough: flag OFF (default) → onboarding wizard, task thread, board chat, composer all render the classic UI; flag ON via Settings → Experimental → capsule wizard, conference-room chat, unified composer, status chips active - Screenshots: see below Flag on/off screenshots (committed on this branch under `screenshots/PR-8000-`): \| Surface \| Flag OFF (classic, default) \| Flag ON (experimental) \| \| --- \| --- \| --- \| \| Settings → Experimental \| ![settings off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png) \| ![settings on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png) \| \| Task thread \| ![thread off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png) \| ![thread on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png) \| \| Home / nav \| ![home off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png) \| ![home on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png) \| \| Conference Room (flag-ON only surface) \| — \| ![conference room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png) \| Capsule onboarding wizard walkthrough screenshots (flag ON) are attached to the Paperclip design/implementation threads; the wizard requires a fresh instance so it is captured via the e2e harness (`tests/e2e/nux-phase4-screenshots.spec.ts`). ## Risks - Large surface, but gated:* all new behavior sits behind `enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by frozen `Classic` forks plus an on/off parity test suite - Classic forks are frozen at the fork point (`e3aada1d`):* master features added to the live thread component after that point (assignee handoff chips, run status badge, composer mention coach) render in the flag-ON path; the flag-OFF task thread keeps the fork-point behavior until the experiment graduates (forks deleted) or is dropped (forks restored as canonical). Called out for reviewer attention. - Merge-conflict resolution in `IssueChatThread.tsx` (commit `21a5642a`) deserves reviewer eyes: master's new handoff/run-status components were kept; the base toast-style no-assignee flow remains replaced by the AlertDialog flow introduced on this branch - Schema/server changes are additive (one optional boolean instance setting); no migrations of existing data ## Model Used - Claude (Anthropic) via Claude Code running in the Paperclip agent harness (agent: ClaudeCoder) - Branch implemented across multiple agent sessions on Claude Opus-class models with extended thinking + tool use (file edits, shell, Playwright screenshots); merge/PR session model ID as reported by the harness: `claude-fable-5` (Claude Code CLI) - All code was agent-authored and board-reviewed through Paperclip issue threads (plans, wireframes, confirmations) before merging ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes (none required — experimental flag, self-documenting Settings card; noted above) - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16 gates SUCCESS, incl. e2e and all 4 serialized-suite shards) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1 findings fixed + confirmed resolved; both summary notes addressed in `8af3041a`) - [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>	2026-06-11 16:32:55 -05:00
DottaandPaperclip	bf62e3fbf1	feat(ui): routine detail page — variation C sub-sidebar layout (PAP-10732) (#7848 ) ## Summary Rebuilds the routine detail page as variation C — a sub-sidebar shell that splits the page into ROUTINE (Overview · Triggers · Variables · Secrets · Delivery) and OPERATE (Runs · Activity · History), per the engineering spec on PAP-10730. Replaces the previous 5-tab `?tab=…` layout in `ui/src/pages/RoutineDetail.tsx`. Implements PAP-10732. Design source of truth: PAP-10730 `spec` document; approved direction PAP-10709. ## What changed - Routing (`ui/src/App.tsx`): real sub-routes under `routines/:routineId/:section`. Bare `/routines/:id` redirects to the last-viewed section (`localStorage`) or `overview`; old `?tab=…` URLs redirect to the matching section for back-compat. Every section URL is bookmarkable. - Shell (`RoutineDetail.tsx`): slim 56px sticky header (title + managed-by-plugin chip + Run / Active toggle), page-local sub-sidebar, full-canvas section body, per-section sticky save bar. All routine state/mutations stay in the shell and flow to sections via a `RoutineDetailContext`. - New components: `RoutineSubSidebar` (+ mobile `<Select>` picker, roving keyboard nav), `RoutineSaveBar` (scoped dirty count, ⌘/Ctrl+S save, Esc-discard confirm, 409 conflict recovery with Reload / Overwrite), `RadioCard` primitive (Delivery), `RoutineTriggerCard` (extracted from the inline editor, with human-readable cron), `RoutineActivityRow` (expandable JSON), `lib/cron-readable`, and the per-section components. - Reuse: History mounts the existing `RoutineHistoryTab`; Variables mounts `RoutineVariablesEditor` with a provenance banner; Secrets reuses `EnvVarEditor` + the one-time reveal banner. No backend or schema changes. - States: per-section loading/empty/error/save-conflict and read-only strip scaffolding (§1.6). ## Testing - New unit tests: sub-sidebar navigation/active/dirty markers, save-bar dirty + ⌘S + conflict recovery, cron helper. - Existing routine tests still pass: `Routines.test.tsx`, `RoutineHistoryTab.test.tsx`, `RoutineRunVariablesDialog.test.tsx`. - `vitest run` (routine scope): 36 passed. Production `vite build`: green. - Screenshots at 1440×900 + 390×844 attached to [PAP-10732](https://example.invalid) (rendered via a new Storybook story with fixture data). ## Out of scope (per spec) - `/routines` list-page redo (follow-up). - Non-owner secret-value visibility (Open Q6 — CEO escalation; built with the spec default). --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-06-09 17:04:25 -05:00
DottaandPaperclip	76c88e5855	[codex] Move instance settings under company settings (#7680 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators manage both company-scoped configuration and instance-level runtime/admin settings from the board UI > - Instance settings previously lived as their own top-level sidebar area, separate from the company settings context operators already use > - That split made settings navigation feel heavier and made instance configuration less discoverable from the settings tab > - This pull request moves instance settings under company settings while preserving the existing instance settings routes and plugin/admin surfaces > - The benefit is a smaller primary sidebar and a more coherent settings hierarchy for operators ## Linked Issues or Issue Description - Refs #338 - Internal: PAP-10491, PAP-10538 ## What Changed - Moved instance settings navigation under the company settings area. - Added route helpers and sidebar entries for nested instance settings paths. - Updated plugin/admin settings routes to use the company settings instance scope. - Preserved legacy instance-settings bookmarks through compatibility redirects that keep the active company prefix. - Updated focused UI and plugin tests for the new navigation shape. - Stabilized the process-loss retry test that was failing the serialized server shard in CI. - Rebased the branch onto current `paperclipai/paperclip` `master` and pushed the current head. ## Verification - `pnpm exec vitest run ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/lib/instance-settings.test.ts ui/src/components/InstanceSidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts packages/shared/src/validators/plugin.test.ts` - `pnpm exec vitest run ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/components/Layout.test.tsx ui/src/plugins/bridge.test.ts` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues exactly one retry when the recorded local pid is dead"` - `pnpm test:run:serialized -- --shard-index 0 --shard-count 4` - GitHub PR checks are green on head `fe7b0955169dcae55cbe10889c1876a70ab0b80c`, including `verify`, `General tests (server)`, all serialized server shards, build, e2e, policy, security checks, and Greptile. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium UI/navigation risk: instance settings links are intentionally moving under company settings, so stale external bookmarks to legacy paths rely on the compatibility routing in this branch. - Low test-only risk from the CI stabilization commit: it makes the recovery assertion select the actual retry run by `retryOfRunId` instead of whichever non-original run appears first. - No database migrations. - No dependency lockfile or workflow changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell/tool execution in a local repository worktree. Exact context window was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] 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>	2026-06-07 17:23:53 -05:00
DottaandPaperclip	4693d770aa	Add company artifacts page (#7621 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need a way to inspect files and work products created by agents across a company without opening each issue one by one. > - The existing issue detail surfaces already show attachments and outputs, but there was no company-level artifacts index or search-result affordance for artifact-like records. > - The backend needed a company-scoped artifacts projection API that preserves issue/run attribution and safe links back to source records. > - The UI needed a first-class Artifacts page, sidebar entry, reusable artifact cards, and deep-link handling that keeps company prefixes intact. > - This pull request adds the company artifacts API and page, then wires artifacts into search and issue output surfaces. > - The benefit is a single place to browse, filter, and open generated work products and attachments while preserving company boundaries. ## Linked Issues or Issue Description Fixes #7622. Feature request fields: - Problem/motivation: company operators need a consolidated artifacts surface for attachments and work products produced by agents. - Proposed solution: add a company-scoped artifacts projection endpoint, a board Artifacts route, reusable cards, sidebar navigation, and artifact search integration. - Alternatives considered: keep artifact discovery only on individual issue pages; that forces operators to know the source issue before finding generated outputs. - Roadmap alignment: checked `ROADMAP.md`; this is a focused board UI/API improvement and does not duplicate a listed roadmap item. ## What Changed - Added shared artifact types and validators. - Added a company-scoped artifact projection service/API with tests for attachment/work-product attribution. - Added Artifacts board UI route, API client, sidebar link, cards, filters, and storybook coverage. - Added artifact result handling to company search and issue output/deep-link flows. - Rebased the branch onto the latest `public-gh/master` state and resolved the route-test conflict by preserving both upstream team-catalog coverage and artifact route coverage. - Fixed a local Sidebar test helper so it no longer depends on a runtime-undefined `React.act` export in this dependency install. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/artifacts/ArtifactCard.test.tsx src/api/artifacts.test.ts src/lib/company-routes.test.ts` - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Artifacts.test.tsx src/pages/Search.test.tsx src/components/Sidebar.test.tsx` - `pnpm exec vitest run server/src/__tests__/company-artifacts-service.test.ts server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows/*`. - Duplicate search: no open PRs or issues found for `artifact page ArtifactCard` in `paperclipai/paperclip`. Screenshots are intentionally omitted per the internal task instruction not to add design screenshots or images to this PR unless they are specifically part of the work. I also attempted browser capture in this runner, but `agent-browser` failed to launch Chrome and Playwright Chromium is missing `libatk-1.0.so.0`. ## Risks - Low-to-medium risk: this adds a new API projection and UI surface, so attribution/link regressions could affect artifact navigation. - Company scoping is covered in the new service/API tests. - No database migrations are included. - No lockfile or workflow changes are included. > 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 coding agent with tool use and local command execution. Exact hosted model identifier is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots (intentionally omitted per task instruction; browser capture unavailable in this runner) - [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: Paperclip <noreply@paperclip.ing>	2026-06-05 18:11:05 -05:00
DottaandPaperclip	8da50dbcf8	[codex] Add private browser first-admin claim flow (#6755 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Fresh self-hosted deployments need an operator path before any invite exists. > - Umbrel installs are private LAN deployments, so a one-time browser claim is appropriate only when the deployment is private and unclaimed. > - Public deployments and installs with active invites must keep the existing invite-only model so admin creation is not exposed broadly. > - GitHub PR #2927 established the useful direction, but it needed to be adapted onto current `master` rather than merged as-is. > - This pull request adds that adapted private-only claim flow across server, UI, docs, and regression coverage. > - The benefit is that a fresh private Umbrel-style install can be claimed from the browser without weakening public deployment access. ## What Changed - Added a first-admin claim service and access route support for one-time admin claim eligibility on private unclaimed deployments. - Updated the bootstrap/access UI so eligible private installs show a setup claim path, while public and invited deployments keep invite-first behavior. - Added a bootstrap-pending setup UX lab covering claim, invite, public, and signed-in access states. - Updated deployment and local development docs for authenticated private/public behavior and the Umbrel-style claim path. - Added server and UI regression tests for private claim, public no-claim, active invite fallback, existing board/no-access flows, and health exposure reporting. - Stabilized PR handoff verification by serializing the aggregate server Vitest workspace run, forcing `NODE_ENV=test`, and relaxing the heartbeat batching test around legitimate recovery follow-up runs. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm vitest --run server/src/__tests__/heartbeat-comment-wake-batching.test.ts` - `pnpm vitest --run server/src/__tests__/health-dev-server-token.test.ts` - `pnpm test:run` - QA validation: PAP-10115 passed browser validation with screenshots for private fresh install claim, active invite versus claim conflict, public invite-only/claim-absent behavior, existing invite fallback, and normal board/no-access flows. - GitHub closeout: issue #2579 and PR #2927 were updated with the accepted direction: adapt the implementation, do not direct-merge #2927 as-is. ## Risks - The claim endpoint must remain private-only and one-time; a regression here could expose admin creation on public deployments. - Existing invite behavior must remain intact for public deployments and installs that already have an active invite. - The stable Vitest harness now serializes the aggregate server workspace group; this is slower, but it avoids DB-backed suite collisions under root workspace mode. > 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`. > > ROADMAP.md checked: this is a scoped deployment bootstrap/access fix and does not duplicate a listed roadmap project. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` for product engineering, implementation, and verification, with tool-enabled local code execution. Paperclip QA browser validation was performed in PAP-10115 by the assigned QA agent; exact adapter model metadata for that QA run is not exposed in this PR context. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-27 21:15:01 -10:00
Dotta Paperclip Claude Opus 4.7 CodexCoder	ece8a51e22	[codex] Bundle local branch fixes from PAP-10032 (#6604 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - This branch accumulated multiple already-tested control-plane, adapter runtime, invite, workspace, plugin, and UI quality fixes on the primary Paperclip checkout. > - `origin/master` advanced while those commits were still local, so the branch needed to be preserved and reconciled before review. > - Splitting the branch commit-by-commit against the new base produced overlapping conflicts with recently merged upstream PRs. > - This pull request keeps the remaining branch as one standalone PR because the final diff is 38 files after removing screenshot artifacts, under Greptile's 100-file cap, and can be merged independently after review. > - The benefit is that none of the local work is lost, the branch is now based on current `origin/master`, and reviewers can evaluate the reconciled changes in one place. ## What Changed - Merged the local accumulated branch with current `origin/master` and resolved the invite-flow overlaps from the newer upstream companies query helper. - Preserved the local fixes for invite existing-member behavior, invite link copy fallback, reusable workspace selection, worktree auth, static SPA fallback, markdown wrapping, plugin slot registration, cloud upstream UX/server polish, project sorting, and related tests. - Removed screenshot artifacts from the PR per review request. - Kept the PR under the requested file limit: 38 files changed, with no `pnpm-lock.yaml` or `.github/workflows/` changes. ## Verification - `NODE_ENV=test pnpm exec vitest run ui/src/pages/CompanyInvites.test.tsx ui/src/pages/InviteLanding.test.tsx ui/src/pages/Projects.test.tsx ui/src/plugins/slots.test.ts ui/src/components/MarkdownBody.test.tsx server/src/__tests__/invite-accept-existing-member.test.ts server/src/__tests__/static-index-html.test.ts server/src/__tests__/execution-workspaces-service.test.ts server/src/__tests__/better-auth.test.ts server/src/__tests__/worktree-config.test.ts` - `NODE_ENV=test pnpm --filter @paperclipai/ui typecheck` - `NODE_ENV=test pnpm --filter @paperclipai/server typecheck` - Confirmed `git diff --name-only origin/master...HEAD \| wc -l` is `38`. - Confirmed no PR diff entries match `pnpm-lock.yaml`, `.github/workflows/`, or `screenshots/*`. ## Risks - Medium review risk because this is a bundled rescue PR rather than several narrow feature PRs. - Invite flow and company cache behavior overlapped with newer upstream changes; the merge resolution intentionally keeps the shared `companiesListQueryOptions` helper while preserving local existing-member invite behavior. - Visual review evidence is no longer attached in-repo because screenshots were removed from this PR per review request. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent, with repository tool access, terminal execution, and git/GitHub CLI operations. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] UI screenshots were intentionally removed from this PR per review request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> Co-authored-by: CodexCoder <codexcoder@paperclip.local>	2026-05-25 07:25:26 -05:00
Dotta	e43b392a79	[codex] Add local Cloud Upstream sync (#6548 ) ## Thinking Path > - Paperclip is the control plane for AI-agent companies. > - Operators need a path to move local company state toward Paperclip Cloud without losing local-first control. > - The Cloud Upstream flow needs API, persistence, CLI, and board UI surfaces that agree on the same manifest/run model. > - The existing branch had the feature work plus UX and error-handling follow-ups. > - This pull request packages the remaining Cloud Upstream sync work into one standalone branch. > - The benefit is an inspectable local-to-cloud sync workflow with preview, conflicts, activation, and captured UX review states. ## What Changed - Added Cloud Upstream shared types, server routes/services, and persisted run schema/migration. - Added Paperclip Cloud CLI sync helpers and local connection storage. - Added the Cloud Upstream board UI, settings entry points, query keys, and UX lab page. - Added preview/activation checklist behavior, redirect handling, manifest-only preview support, friendly errors, in-flight hints, and entity count summaries. ## Verification - `pnpm --filter @paperclipai/plugin-sdk build` - `NODE_ENV=test pnpm exec vitest run cli/src/__tests__/cloud.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts ui/src/pages/CloudUpstream.test.tsx ui/src/components/CompanySettingsSidebar.test.tsx` - `NODE_ENV=test pnpm exec vitest run server/src/__tests__/cloud-upstreams.test.ts` Worktree setup note: the isolated worktree install skipped native sqlite build scripts, so I copied the already-built local sqlite binding from the main checkout before running `server/src/__tests__/cloud-upstreams.test.ts`. The test then passed. ## Risks - Medium: this adds a database migration and a broad feature path across CLI/server/UI. - Merge order: this is the only PR in this split with a DB migration; merge it before any future Cloud Upstream migration follow-up. - Mitigation: the PR is based directly on current `origin/master`, has targeted route/service/UI tests, and keeps the feature behind existing experimental Cloud Sync settings. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI GPT-5 Codex via `codex_local`, tool-enabled coding session; exact context window not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, screenshot artifacts are intentionally omitted per reviewer request - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-05-22 09:56:22 -05:00
DottaandPaperclip	38c185fb8b	[codex] Add agent permissions and controls plan (#6386 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs \| wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > 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 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-22 08:12:52 -05:00
DottaandPaperclip	e2d7263b07	[codex] Add minimal i18next i18n foundation (#5943 ) ## Thinking Path > - Paperclip orchestrates AI-agent companies through a web control plane. > - The UI currently renders operator-facing copy directly from React components. > - Internationalization needs a smallest-possible starting point before broader locale work can proceed. > - The package declarations for `i18next` and `react-i18next` landed separately, so this PR can stay focused on the implementation slice. > - The implementation keeps the first surface English-only and deliberately tiny while using the established `i18next` + `react-i18next` runtime. > - Future language contributions should be able to add a single locale JSON file, with validation guarding key shape, interpolation parity, suspicious payloads, and string length. > - Locale strings must remain display-only UI copy and must not flow into prompts, agent instructions, tool calls, shell commands, issue content, approvals, adapter config, or other LLM-visible control paths. ## What Changed - Initialized `i18next` behind the existing `@/i18n` boundary with fixed English resources, fallback English, no detector plugin, no backend plugin, no language picker, and no rich-text translation component. - Kept `ui/src/i18n/locales/en.json` as the English source locale and converted the validated JSON locale registry into i18next resources before app rendering. - Routed the no-companies start page title, description, and button through `t(key, { defaultValue })` while preserving unchanged rendered English copy. - Added locale validation and focused Vitest coverage for missing/extra keys, non-string leaves, interpolation parity, suspicious executable/link payloads, and length caps. - Addressed Greptile i18n review feedback: case-insensitive event-handler detection, multi-violation diagnostics, future-locale-friendly registration test, surfaced i18next init errors, and removed the redundant side-effect import. - Rebasing note: rebased onto current `public-gh/master` after the package-only PR landed; this PR no longer changes `ui/package.json` or `pnpm-lock.yaml`. ## Verification - `pnpm install --no-lockfile --ignore-scripts` to install local dependencies without reading or writing `pnpm-lock.yaml`. - `pnpm --filter @paperclipai/ui exec vitest run src/i18n/locale-validation.test.ts` -> passed, 7 tests. - `pnpm --filter @paperclipai/ui typecheck` -> passed. - `git diff --name-only public-gh/master...HEAD` shows only i18n implementation files and the touched App copy call site; no package manifest or lockfile changes remain in this PR. - Visual impact is intentionally unchanged for the touched no-companies copy because the English translations match the previous literal strings. ## Risks - Locale validation reduces prompt-injection risk, but the main safety invariant is architectural: locale strings must remain display-only and must never be used as LLM-visible control text. - This intentionally does not add non-English locales, a language picker, browser detection, HTTP/backend locale loading, server localization, adapter localization, broad copy migration, or new package scripts. - Repository-wide CI may still depend on the separate lockfile-refresh workflow for the already-merged package declaration, but this PR no longer introduces package manifest or lockfile changes itself. > 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, tool-enabled coding agent in medium 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots, or documented why screenshots are not applicable because there is no intended visual change - [x] I have updated relevant documentation to reflect my changes, or confirmed no docs changed because behavior/commands did not change - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-15 11:11:02 -05:00
DottaandPaperclip	4142559c37	[codex] Add blocked inbox attention view (#5603 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies through company-scoped issues, comments, approvals, and execution workspaces. > - Operators need the Inbox to show not only active work, but also blocked work that may need human or agent attention. > - The existing inbox experience did not have a dedicated blocked-work surface, so blocked tasks were harder to triage and resume deliberately. > - Backend consumers also needed a compact attention signal that distinguishes actionable blockers from covered or waiting blocker states. > - This pull request adds a Blocked Inbox tab backed by issue blocker-attention metadata, shared validators, and UI helpers. > - The benefit is a clearer triage path for stalled or blocked Paperclip work without exposing external wait internals in the operator-facing UI. ## What Changed - Added shared issue blocker-attention types, validators, and exports for the API/UI contract. - Added backend blocker-attention computation and issue route support for blocked inbox data. - Added the Blocked Inbox tab, blocked reason chips, filtering/search UI, responsive layouts, and Storybook stories. - Updated inbox helpers and page behavior so toolbar controls only appear where they apply. - Added coverage for shared validators, server blocker-attention behavior, blocked inbox UI helpers/components, and the Inbox page. - Added a screenshot helper script for the blocked inbox Storybook stories. - Addressed Greptile feedback by making urgency sorting deterministic for null stop times, avoiding full blocked-inbox list enrichment for counts, and hardening the screenshot helper. ## Verification - Rebased the branch cleanly onto `public-gh/master`. - Confirmed the diff does not include `pnpm-lock.yaml`. - Confirmed the diff does not include database migration files. - Ran `pnpm exec vitest run packages/shared/src/validators/issue.test.ts server/src/__tests__/issue-blocker-attention.test.ts ui/src/components/BlockedInboxView.test.tsx ui/src/components/BlockedReasonChip.test.tsx ui/src/lib/blockedInbox.test.ts ui/src/lib/inbox.test.ts ui/src/pages/Inbox.test.tsx`. - Ran `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck`. - Checked `ROADMAP.md`; this is scoped inbox/operator triage work and does not duplicate a listed roadmap feature. - Greptile Review is green on the latest head and all four Greptile review threads are resolved. - GitHub PR checks are green on the latest head: policy, security/snyk, e2e, verify, Canary Dry Run, Greptile Review, and serialized server suites 1/4 through 4/4. ## Risks - Medium review surface because this touches the shared issue contract, server issue services, and the Inbox UI together. - Blocker-attention classification may need product tuning after operators use it on real blocked queues. - UI screenshots were not attached in this PR-opening pass; the branch includes `scripts/screenshot-blocked-inbox.mjs` and Storybook stories for visual capture. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, GPT-5-based coding agent with shell, git, GitHub CLI, GitHub connector, and Paperclip API tool use. Reasoning mode: medium. Context window: not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-13 16:41:36 -05:00
Dotta Paperclip Claude Sonnet 4.6	778e775c35	Add secrets provider vaults and remote import (#5429 ) ## Thinking Path > - Paperclip orchestrates AI-agent companies and needs secrets handling to work across local development, hosted operators, and governed agent execution. > - The affected subsystem is the company-scoped secrets control plane: database schema, server services/routes, CLI workflows, and the Secrets settings UI. > - The gap was that secrets were local-only and operators could not manage provider vaults or import existing remote references without exposing plaintext. > - This branch adds provider vault configuration plus an AWS Secrets Manager remote-import path while preserving company boundaries, binding context, and audit trails. > - I kept the PR to a single branch PR, removed unrelated lockfile/package drift, rebased the full branch onto the current `public-gh/master`, and addressed fresh Greptile findings. > - The benefit is a reviewable implementation of provider-backed secrets with focused tests covering provider selection, import conflicts, deleted secret reuse, rotation guards, and AWS signing behavior. ## What Changed - Added provider vault support for company secrets, including provider config storage, default vault handling, health checks, binding usage, access events, and remote import preview/commit. - Added an AWS Secrets Manager provider using SigV4 request signing, bounded request timeouts, namespace guardrails, cached runtime credential resolution, and external-reference linking without plaintext reads. - Added Secrets UI surfaces for vault management and remote import, plus CLI/API documentation for setup and operations. - Stabilized routine webhook secret binding paths and SSH environment-driver fixture bindings discovered during verification. - Addressed Greptile and CI findings: no lockfile/package drift, monotonic migration metadata, disabled-vault default races, soft-deleted secret hiding/recreate behavior, remove behavior with disabled vaults, soft-deleted external-reference re-import, non-active rotation guards, managed-secret soft deletion through PATCH, and per-call AWS SDK credential client churn. - Rebased this branch onto `public-gh/master` at `0e1a5828` and force-pushed with lease to keep this as the single PR for the branch. ## Verification - `git fetch public-gh master` - `git rebase public-gh/master` - `git diff --name-only public-gh/master...HEAD \| grep '^pnpm-lock\.yaml$' \|\| true` confirmed `pnpm-lock.yaml` is not in the PR diff. - Confirmed migration ordering: master ends at `0081_optimal_dormammu`; this PR adds `0082_dry_vision` and `0083_company_secret_provider_configs`. - Inspected migrations for repeat safety: new tables/indexes use `IF NOT EXISTS`; foreign keys are guarded by `DO $$ ... IF NOT EXISTS`; column additions use `ADD COLUMN IF NOT EXISTS`. - `pnpm -r typecheck` passed before the Greptile follow-up commits. - `pnpm test:run` ran the full stable Vitest path before the Greptile follow-up commits; it completed with 3 timing-related failures under parallel load: `codex-local-execute.test.ts`, `cursor-local-execute.test.ts`, and `environment-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/codex-local-execute.test.ts src/__tests__/cursor-local-execute.test.ts src/__tests__/environment-service.test.ts` passed on targeted rerun (`24/24`). - `pnpm build` passed before the Greptile follow-up commits. Vite reported existing chunk-size/dynamic-import warnings. - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/secrets-service.test.ts` passed (`26/26`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/aws-secrets-manager-provider.test.ts src/__tests__/secrets-service.test.ts` passed (`39/39`). - After Greptile follow-up commits: `pnpm --filter @paperclipai/server typecheck` passed. - Captured Storybook screenshots from `ui/storybook-static` for visual review. - Latest PR checks on `5ca3a5cf`: `policy`, serialized server suites 1/4-4/4, `Canary Dry Run`, `e2e`, `security/snyk`, and `Greptile Review` pass; aggregate `verify` is still registering the completed child checks. - Greptile review loop continued through the latest requested pass; all Greptile review threads are resolved and the latest `Greptile Review` check on `5ca3a5cf` passed with 0 comments added. ## Screenshots Before: the provider-vault and remote-import surfaces did not exist on `master`; these are after-state screenshots from the Storybook fixtures. ![Secrets inventory](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secrets-inventory.png) ![Secret binding picker](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/secret-binding-picker.png) ![Environment editor with secrets](https://raw.githubusercontent.com/paperclipai/paperclip/PAP-2339-secrets-make-a-plan/doc/pr/5429/env-editor-with-secrets.png) ## Risks - Migration risk: this adds new secret provider tables and extends existing secret rows. The migrations were checked for monotonic ordering and idempotent guards, but reviewers should still inspect upgrade behavior carefully. - Provider risk: AWS support uses direct SigV4 requests. Automated tests cover signing, request timeouts, vault-config selection, namespace guardrails, pending-version archival, sanitized provider errors, and service-level cleanup paths. A real-vault AWS smoke test remains deployment validation for an operator with AWS credentials rather than an unverified merge blocker in this local branch. - UI risk: the Secrets page and import dialog are large new surfaces; screenshots are included above for reviewer inspection. - Verification risk: the full local stable test command hit parallel-load timing failures, although the exact failed files passed when rerun directly. - Operational risk: remote import intentionally avoids plaintext reads; operators must understand that imported external references resolve at runtime and may fail if AWS permissions 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, GPT-5 coding agent with local shell/tool use in the Paperclip worktree. Exact context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-05-09 18:22:17 -05:00
Dotta Paperclip Claude Opus 4.7	320fd5d23b	Add full company search page (#5293 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to find work, documents, agents, projects, comments, and activity across a company without jumping through separate surfaces. > - The existing Command-K flow was useful for fast navigation but not enough for deeper company-wide discovery. > - Search also needs company-scoped backend contracts, query cost controls, and indexed document matching so it stays safe as company data grows. > - This pull request adds a full company search API and a dedicated board search page that Command-K can hand off to. > - The benefit is a single searchable control-plane surface with richer result context, recents, highlights, and test coverage across server and UI behavior. ## What Changed - Added a company-scoped search endpoint/service with query validation, rate limiting, text matching, fuzzy title matching, and result typing shared through `@paperclipai/shared`. - Added idempotent search migrations for document search indexes and fuzzy matching support. - Added the full `/companies/:companyKey/search` UI, search result row components, highlighted snippets, recent searches, and sidebar/Command-K handoff. - Added Storybook coverage for search surfaces and Vitest coverage for server search behavior, rate limiting, route generation, Command-K behavior, and the search page. - Addressed Greptile findings by renaming the no-match SQL helper, applying search pagination after cross-type merge sorting, and lazy-initializing the default search service so unrelated route-test mocks do not need to know about it. - Merged current `public-gh/master` and renumbered the search migrations behind upstream `0078_white_darwin`: search indexes are now `0079_company_search_document_indexes` and fuzzy matching is `0080_company_search_fuzzystrmatch`. ## Verification - `git fetch public-gh master` - `git diff --check public-gh/master...HEAD` - `git diff --name-only public-gh/master...HEAD \| rg '^pnpm-lock\.yaml$' \|\| true` produced no output before opening the PR. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts ui/src/pages/Search.test.tsx ui/src/components/CommandPalette.test.tsx ui/src/lib/company-routes.test.ts` passed: 5 files, 25 tests. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed. - `pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed after Greptile pagination fixes. - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/company-search-service.test.ts && pnpm --filter @paperclipai/server typecheck` passed after the CI mock fix. - After resolving the migration conflict with current `public-gh/master`: `pnpm --filter @paperclipai/db typecheck && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed. - DB migration numbering check passed as part of `@paperclipai/db` typecheck. - UI states are covered by the added Storybook stories in `ui/storybook/stories/search.stories.tsx`. - GitHub reports the PR merge state as `CLEAN` on head `18e54fa8`. - GitHub PR checks are green on head `18e54fa8`: policy, verify, serialized server shards 1/4 through 4/4, e2e, canary dry run, Snyk, and Greptile Review. ## Risks - Search ranking and snippets are new user-facing behavior, so reviewers should check whether result ordering feels right on real company data. - Search touches broad company data, so company scoping and query cost/rate-limit behavior should be reviewed carefully. - The migrations add search indexes/extensions; they are idempotent with `IF NOT EXISTS` for users who may have applied an earlier branch migration number. > ROADMAP.md checked. This PR adds a focused board search surface and does not duplicate an open roadmap item. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub CLI session with medium reasoning effort. Existing branch commits were produced across prior agent sessions; this packaging pass verified, opened the PR, addressed Greptile findings, resolved migration conflicts after upstream PRs landed, and got PR checks green. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>	2026-05-06 06:32:37 -05:00
DottaandPaperclip	424e81d087	Improve operator workflow QoL (#5291 ) ## Thinking Path > - Paperclip is a control plane operators use repeatedly to supervise agent companies. > - Common operator workflows depend on fast scanning of inboxes, issue sidebars, workspaces, cost totals, and runtime services. > - Several small UI and service gaps made those workflows slower or less clear. > - This pull request groups the operator-facing QoL changes that can stand alone from recovery and adapter work. > - The benefit is a denser, clearer board experience for issue triage and workspace operation. ## What Changed - Added inbox assignee/project grouping and issue list token/runtime totals. - Improved issue properties with removable blocker chips and workspace task links. - Improved execution workspace layout, runtime controls, issues tab default, and stopped-port reuse behavior. - Added mobile markdown/routine dialog fixes, page title company names, sidebar polish, and dashboard run task label cleanup. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/lib/inbox.test.ts ui/src/components/IssueProperties.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx server/src/__tests__/workspace-runtime.test.ts server/src/__tests__/costs-service.test.ts` ## Risks - Medium UI risk because this touches several operator surfaces. The branch is intentionally grouped around workflow/QoL files and keeps the file count below the Greptile limit. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` adapter, with shell/git/GitHub CLI 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-06 06:30:44 -05:00
DottaandPaperclip	3c73ed26b5	Expand plugin host surface (#5205 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The plugin system is the extension boundary for optional product capabilities > - Rich plugins need more than a worker entrypoint: they need scoped database storage, local project folders, managed agents/routines, host navigation, and reusable UI components > - The LLM Wiki work exposed those missing host surfaces while keeping plugin code outside the core control plane > - This pull request expands the core plugin host, SDK, server APIs, and UI bridge so plugins can declare and use those surfaces > - The benefit is that future plugins can integrate with Paperclip through documented, validated contracts instead of bespoke server or UI imports ## What Changed - Added plugin-managed database namespaces and migration tracking, including Drizzle schema/migration files and SQL validation for namespace isolation. - Added server support for plugin local folders, managed agents, managed routines, scoped plugin APIs, and plugin operation visibility. - Expanded shared plugin manifest/types/validators and SDK host/testing/UI exports for richer plugin surfaces. - Added reusable UI pieces for file trees, managed routines, resizable sidebars, route sidebars, and plugin bridge initialization. - Updated plugin docs and example plugins to use the expanded host and SDK surface. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/validators/plugin.test.ts server/src/__tests__/plugin-database.test.ts server/src/__tests__/plugin-local-folders.test.ts server/src/__tests__/plugin-managed-agents.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/plugin-orchestration-apis.test.ts ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx ui/src/components/ResizableSidebarPane.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed: 11 files, 67 tests. - Confirmed this PR changes 89 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. ## Risks - Medium: this expands plugin host contracts across db/shared/server/ui and includes a new core migration (`0076_useful_elektra.sql`). - The plugin database namespace validator is intentionally restrictive; plugin authors may need follow-up affordances for SQL patterns that remain blocked. - Merge this before the LLM Wiki plugin PR so the plugin can resolve the new SDK and host APIs. > 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 coding agent, tool-enabled shell/git/GitHub workflow. Context window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-05 07:42:57 -05:00
DottaandPaperclip	2d72292ad6	[codex] Add workspace routine run tab (#4958 ) ## Thinking Path > - Paperclip orchestrates AI agents through reusable execution workspaces and routines > - Operators need a fast way to run workspace-aware routines against a specific execution workspace > - The existing workspace detail surface showed configuration, runtime logs, and linked issues, but not routines that depend on workspace variables > - Routine runs also needed to prefill the selected execution workspace so branch variables resolve correctly > - This pull request adds a workspace routines tab and prefilled routine-run dialog support > - The benefit is a tighter workflow for rerunning reviews, smoke checks, and other workspace-specific routines ## What Changed - Added an execution workspace `Routines` tab and company-prefixed routes. - Listed routines that declare or reference workspace-specific variables. - Added `Run now` support that preselects the current execution workspace in `RoutineRunVariablesDialog`. - Centralized reusable execution workspace ordering/deduplication for issue creation and workspace cards. - Added focused UI helper and dialog regression tests. ## Verification - `pnpm exec vitest run ui/src/lib/reusable-execution-workspaces.test.ts ui/src/lib/workspace-routines.test.ts ui/src/components/RoutineRunVariablesDialog.test.tsx ui/src/lib/company-routes.test.ts` - Screenshots were not captured in this PR split; the visible flow is covered by focused component/helper tests and should get browser QA in the follow-up issue. ## Risks - Medium risk: this adds a new workspace detail tab and routine-run path. It is isolated to workspace-scoped routines and uses existing routine run APIs. > 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 coding agent, tool use and local command execution. Exact context window was not exposed in the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-01 11:58:15 -05:00
DottaandPaperclip	1fe1067361	Polish board settings and skills workflow (#4863 ) ## Thinking Path > - Paperclip's board UI and bundled skills are the operator layer for configuring agents, routines, issue workflows, and local troubleshooting loops. > - The prior rollup mixed this operator polish with database backups, backend reliability, thread scale, and cost/workflow primitives. > - This pull request isolates the remaining board QoL, settings, issue-detail integration, adapter config cleanup, and skills smoke tooling. > - It includes some integration-level overlap with the thread and workflow slices so this branch can run from `origin/master` while still preserving the full original work. > - Preferred merge order is the narrower primitives first, then this integration PR last. > - The benefit is that reviewers can inspect the user-facing board/settings/skills layer separately from backend infrastructure changes. ## What Changed - Added board/settings polish for agents, routines, company settings, project workspace detail, and issue detail controls. - Added agent/routine UI regression tests and New Issue dialog coverage. - Integrated issue-detail activity/cost/interaction surfaces and leaf work pause/resume controls. - Cleaned bundled adapter UI config defaults and onboarding copy. - Added terminal-bench loop and work-stoppage diagnosis skills plus a smoke test script. - Updated attachment type handling and Paperclip skill/API guidance. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/pages/Agents.test.tsx ui/src/pages/Routines.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/pages/IssueDetail.test.tsx server/src/__tests__/costs-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts` - Result: 7 test files passed, 54 tests passed. - `pnpm run smoke:terminal-bench-loop-skill` - Result: JSON output included `"ok": true` and `"cleanup": true`. - UI screenshots not included because verification is focused component/page coverage for the changed board surfaces. ## Risks - This is the integration-heavy PR in the split and intentionally overlaps some component/API primitives with the issue-thread and workflow PRs so it can run from `origin/master`. - Preferred merge order: #4859, #4860, #4861, #4862, then this PR last. If earlier branches merge first, this PR may need a straightforward conflict refresh in shared UI files. - The terminal-bench smoke script creates temporary mock issues and relies on cleanup; the verified run returned `cleanup: 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-5.5, code execution and GitHub CLI tool use, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-30 15:28:11 -05:00
Devin Foley	9b99d30330	Add dedicated environment settings page and test-in-environment (#4798 ) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Agents run inside environments (local, SSH, E2B sandbox) > - Operators need to configure and manage these environments > - But environment settings were buried inside the general company settings page, making them hard to find > - Additionally, when testing an agent from the configuration form, the test always ran locally regardless of which environment was selected > - This PR moves environments into a dedicated top-level company settings section and wires the "Test Environment" button to run inside the selected environment > - The benefit is operators can find and manage environments more easily, and the test button now validates the actual environment the agent will use ## What Changed - Added a dedicated `CompanyEnvironments` settings page with its own route and sidebar entry - Updated `CompanySettingsSidebar` and `CompanySettingsNav` to include the new environments section - Modified the agent test route (`POST /agents/:id/test`) to accept an optional `environmentId` parameter - Updated all adapter `test.ts` handlers to resolve and use the specified execution target environment - Added `resolveTestExecutionTarget` to `execution-target.ts` for remote environment test resolution with cwd fallback - Moved the "Test Environment" button and its feedback display into the `NewAgent` page footer for better UX flow ## Verification - `pnpm test` — all existing and new tests pass - `pnpm typecheck` — clean - Manual: navigate to Company Settings, confirm "Environments" appears as a top-level section - Manual: configure an agent with a non-local environment, click "Test Environment", confirm the test runs inside that environment ## Risks - Low risk. UI-only routing change for the settings page. The test-in-environment change adds an optional parameter with a local fallback, so existing behavior is preserved when no environment is specified. ## Model Used Codex GPT 5.4 high via Paperclip. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge	2026-04-29 15:56:13 -07:00
DottaandPaperclip	6b7f6ce4b8	[codex] Split PR #4692 UI/QoL updates (#4701 ) ## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane. > - The affected surface is the board UI for issue threads, issue lists, routines, dialogs, navigation, and issue review indicators. > - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL work into one oversized change set. > - Greptile could not keep reviewing that broad PR because it exceeded the 100-file review limit and mixed unrelated concerns. > - This pull request extracts the UI/QoL slice into a fresh branch under the review limit while leaving workflow and lockfile churn out. > - The benefit is a focused review path for the board UI performance and workflow improvements without reopening the oversized PR. ## What Changed - Added long issue-thread virtualization, scroll-container binding, anchor preservation, latest-comment jump targeting, and related regression/perf fixtures. - Improved issue list scalability with scroll-based loading, server offset parameters, and pagination-focused UI tests. - Reduced new issue dialog typing churn and split dialog action subscriptions so broad layout/nav surfaces avoid unnecessary renders. - Added routine variables help and routine description mention options for users, agents, and projects. - Added productivity review badge/link UI and fixed the badge to use Paperclip's company-prefixed router link. - Kept the split PR below Greptile's review limit and excluded `.github/workflows/pr.yml` and `pnpm-lock.yaml`. ## Verification - `pnpm install --no-frozen-lockfile` in the clean worktree to install `@tanstack/react-virtual` locally without committing lockfile churn. - `pnpm --filter @paperclipai/ui exec vitest run --config vitest.config.ts src/components/IssueChatThread.test.tsx src/components/IssuesList.test.tsx src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx src/pages/Issues.test.tsx` passed: 5 files, 83 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. - `git diff --check origin/master..HEAD` passed. - Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`; no `pnpm-lock.yaml`. - Screenshots were not captured in this heartbeat; the changes are primarily virtualization, routing, pagination, and editor behavior covered by focused regression tests. ## Risks - Moderate UI risk because issue-thread virtualization changes scroll behavior on long conversations; regression tests cover anchor jumps, latest-comment targeting, row metadata, and short-thread fallback. - Moderate integration risk because the issue-list offset parameter and productivity review field depend on matching API behavior. - Dependency risk: the UI package adds `@tanstack/react-virtual` while repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve dependency changes through the repo's normal lockfile policy. > 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 coding agent, tool-enabled local repository and GitHub workflow. Exact runtime context window was not exposed by the 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-04-28 17:18:58 -05:00
Dotta	5a0c1979cf	[codex] Add runtime lifecycle recovery and live issue visibility (#4419 )	2026-04-24 15:50:32 -05:00

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