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Author SHA1 Message Date
DottaandPaperclip 6d46851920 test(e2e): add attended GitHub review bot journey (#17457)
## Thinking Path

> - Paperclip manages agents and the work they perform.
> - Product E2E checks verify real user paths through those agents.
> - A recorded GitHub review-bot walkthrough had no repeatable
registered case.
> - App setup, automatic triggering, publication, and task completion
need separate evidence.
> - This pull request adds an explicit attended journey to the existing
catalog and report tools.
> - Reusable setup profiles and independent assertions preserve the same
outcome across compatible targets.

## Linked Issues or Issue Description

Refs: #17262. This case remains an explicit attended attached-target
flow. It does not replace the shared deployment-target or
paid-operations framework.

**What existing behavior does this improve?**

The Product E2E catalog can now select and retain evidence for GitHub
review-bot setup and its first automatic review.

**Current behavior**

Recorded walkthroughs cannot be rerun as a fixed registered case. A
published review alone can hide a failed run or unfinished task.

**Proposed behavior**

Create and install an owned App, save automatic new-PR settings, create
a defective PR, and require correlated review delivery, an inline
finding, a consistent check, a successful run, and a Done task. Retain
failures and confirm owned-resource cleanup.

**Reason and benefit**

The case makes a useful external integration reproducible without
treating setup, unit checks, or report rendering as proof of a completed
live journey.

## What Changed

- Add two explicit attended cells for an existing configured agent in
local or Daytona execution.
- Declare hosting, account, connection, and credential prerequisites
through private setup bindings.
- Add fixed browser controls, ownership checks, independent grading, and
cleanup.
- Package declared screenshots through the existing sanitizer, manifest,
validator, and dashboard.
- Reject operations-managed execution until budgeted routing is
qualified.
- Document hosted QA credential setup and evidence limits.

## Verification

- Focused catalog, oracle, report, connection, and ownership checks: 127
tests passed.
- Inherited-environment preflight regression failed against the previous
commit and passed after the fix. Actual-run environment verification
remains required.
- Harness TypeScript check and full workspace typecheck passed. Full
build passed. The local full-test attempt was interrupted after repeated
embedded PostgreSQL startup failures; its exit code of zero does not
establish a pass; Exact-head Linux CI passed the full test, typecheck,
build, Runner, serialized, browser, and canary gates on
`abbddeade848edefc8de75f11cc9008b2cd52764`.
- A real hosted attempt published a rated review and inline finding. It
failed when its native session timed out before the task reached Done.
Cleanup passed. Full live qualification remains open.
- Credential scan found no known credential values in the authored files
or retained report corpus.

## Risks

- The full case creates external test resources and uses the configured
provider. It requires an explicit selection and current task authority.
It is excluded from default and CI matrices.
- Time and run limits are not a hard dollar cap. Missing dollar cost
stays unknown. Fixture setup does not weaken budget policy.
- Fresh personal OAuth, unattended authentication, runtime skill-read
proof, and cross-host qualification are separate claims.
- The selected live fixture needs environment/lifecycle recovery before
it can adopt a longer provider deadline.

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, including the available 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 described the issue in-PR following the enhancement
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket ID
- [x] I have run focused tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation
- [x] I have considered and documented risks
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open findings
- [x] I will address all Greptile and reviewer comments before merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 12:16:26 -07:00
DottaandPaperclip 7ae81c9fa7 fix(slack): support rich questions and complete review delivery (#17255)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Questions and review decisions must work in the conversation where a
task started.
> - Slack omitted question context and did not publish several review
kinds.
> - Some answers saved in Paperclip also lost their authorized
continuation or their final Slack reply.
> - A settled card and a successful run did not prove that the user
received the result.
> - This pull request preserves complete questions and follows the
existing answer and delivery receipts through continuation.
> - Users can read the request, submit an authorized decision, and
receive the resumed task's result in the same conversation.

## Linked Issues or Issue Description

Refs #17045 and #17218.

**What happened?**

Slack question cards could omit instructions and editable starting text.
Checkbox reviews, item verdicts, task suggestions, and connection
requests had no publication path. Complex question answers submitted in
Paperclip could fail continuation authorization. Several review
continuations completed without delivering their result to Slack.

**Expected behavior**

Show the actual question and context. Use native Slack controls when
they preserve the form contract. Otherwise provide an explicit Paperclip
review link. Persist one authorized response, resume through the
existing delivery path, settle the card, and deliver the useful result
to its originating conversation.

**Steps to reproduce**

1. Start a task in Slack and ask a text or choice question with
instructions and help text.
2. Submit native text and choice responses, then submit a complex form
through Paperclip.
3. Accept a checklist, submit item decisions, select suggested tasks, or
decline a connection request.
4. Inspect the saved answer, continuation run, original Slack card, and
final Slack reply independently.

## What Changed

- Preserve full prompts, context, descriptions, recommendations, help,
and editable starting text. Use direct buttons for short choices, inline
searchable selects for longer lists, and native checkboxes with explicit
submission for multiple choices.
- Add native custom-answer and validated-text modals, ordinary
confirmation buttons, checklist decisions, per-item verdicts with
reasons, suggested-task creation/dismissal, and connection decline. Keep
governed approvals, permission grants, and forms that cannot be
represented faithfully in the full Paperclip review surface.
- Keep Slack-specific canonical-validation feedback in its owning
platform module. Shared callbacks delegate without interpreting provider
presentation.
- Reuse the existing canonical interaction transactions, callback
receipts, publication queue, and continuation delivery. Share ordinary
confirmation handling across Telegram and Slack. Recheck current
authorization and commit response receipts atomically.
- Settle cards with the saved answer and remove stale controls. Ignore
passive Slack link callbacks so opening a task does not display a false
answer error.
- Validate exact multi-select receipt mappings during native
continuation. Recover automation-origin connection replies from their
published prompt after validating the durable connection receipt.
- Keep oversized multi-select handoffs free of unused native tokens, and
retain the complete Paperclip form for 101–128 choices plus Other. Make
the original-conversation audience explicit before submitting a Slack
modal.
- Add rollback, provider serialization, callback, continuation, and
negative authorization regressions. Update the connector playbook and
feature/access maps. No React or application UI changes are included.
- Add a durable Q01–Q11 qualification index and provider coverage
matrix. Require distinct functional, good-experience, and
best-available-control assessments; real unanswered/answering/settled
evidence; saved results, continuation and navigation proof; and retained
failures. Mark other providers unaudited rather than assuming Slack
parity.

## Verification

Candidate: `e0017d446b1016a38d65382366cd1408cce33039`. The
eleven-core-format live Slack gallery is pinned to
`c3d458b2a06b660448940fd8cf33c5906f0058d5`; subsequent boundary fixes
and the sharing notice have automated verification, not new live
screenshots.

- Real Slack UI testing covered all 11 formats: text, closed choice,
long single select, multiple choices, choices with a custom answer,
pattern-validated text, confirmation, checklist, item verdicts,
suggested tasks, and connection requests. Each has
unanswered/answering/answered screenshots as applicable, an inspected
saved result, one continuation, and an individual experience review in
the local HTML gallery.
- The dedicated private QA app/channel used signed callbacks to the
local candidate. A separately approved password-protected, read-only
preview proved connection-review, suggested-task review, and
created-task navigation. Anonymous access, writes, and credential routes
were denied. No OAuth grant was attempted.
- Real testing exposed and repaired a multi-select continuation failure
and a misleading error on link-button clicks. Failed attempts remain in
the evidence. The final navigation replay opened the exact pending
connection request and declined it in Slack without granting access.
Suggested-task creation produced the selected child with the correct
parent and description.
- Final review-fix verification: **32 form tests**, **28
provider/form-rendering tests**, **30 publication tests**, and **171
native continuation/authorization tests** passed. Earlier **3
atomic-resolution rollback**, **9 targeted
callback/publication/Telegram**, and **28 review-continuation** cases
passed. The final Slack/Teams modal subset also passed. The
automation-origin connection cases, 101/128 custom-choice cases, and
oversized multi-select continuation reproduced before their fixes and
passed afterward; failing logs remain retained. These counts describe
relevant runs, not a reliability percentage.
- CI on `b5885b85fd` exposed a test fixture that assumed every Slack
modal block was an input; the new sharing notice correctly renders a
non-input block. The fixture now selects input blocks safely. The exact
signed-modal correction/one-continuation test passed locally, together
with 14 Slack form/modal tests. The failing CI log and its specific
cause remain recorded.
- `pnpm -r typecheck` and `pnpm build` passed. Server typechecking was
repeated after the final source changes. Map and module-boundary checks
and `git diff --check` passed.
- The full `pnpm test:run` was attempted and stopped after repeated
embedded PostgreSQL semaphore exhaustion on this host. Its 1,395-test
chat suite found two stale native-control assertions; both were
corrected and re-tested in a focused run. Focused database suites used
separate disposable databases on existing local PostgreSQL. The full
suite is not claimed green; new-head CI must complete before merge.
- Final-head CI passed on `e0017d446b1016a38d65382366cd1408cce33039`:
all test/build jobs and required `ci / verify` and `ci / e2e` gates are
green
([run](https://github.com/paperclipai/paperclip/actions/runs/40115430194)).
Greptile and Ponytail both reviewed this exact head at 5/5, the security
scan passed, and all review threads are resolved.
- All three QA app callbacks were restored to staging. Both temporary
tunnels and local proxies were closed. The local endpoint was archived
and its local credential copies removed. The candidate app was stopped.

Limits: provider execution used a deterministic Claude protocol fixture,
not an LLM. This is local real-provider UX proof, not deployed staging
or broader Codie/Claude qualification. The public preview intentionally
blocked ancillary artifact routes, so its destination pages could show a
partial-history warning. The complete permission-grant flow and every
oversized/mixed-form branch were not driven manually. Earlier fixture,
test, and provider failures remain recorded.

## Risks

- New reply routes require durable origin proof. Incorrect receipt
matching could lose a reply or route it incorrectly. Tests cover
missing, forged, mismatched, and revoked authority.
- Governed forms keep their Paperclip resolution checks. This change
does not grant new approval authority to Slack.
- Existing completed review results can become deliverable through the
repaired publication path without another provider run.
- No schema, lockfile, workflow, public task-status model, or
runtime-instruction change is included. This branch is not deployed.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and tool use. The exact
backend model ID and context-window size are not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked existing issues or 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 focused 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 on the new head
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 10:29:15 -07:00
DottaandPaperclip 505e1a5582 feat(cases): add persistent workflows with same-task agent handoffs (#16959)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - An agent workflow needs persistent facts and a safe way to transfer
work.
> - Creating a task for each phase splits the objective, discussion,
workspace, and review policy.
> - A case can retain the facts while one primary task moves between
agents.
> - Transfers must survive process failure and preserve private access,
budgets, and completion gates.
> - This pull request adds durable case handoffs, native case tools, and
read-only case pages.
> - Prompts describe the workflow. Existing task controls decide when
work can run and finish.

## Linked Issues or Issue Description

**Problem or motivation**

Prompt-driven agent teams need a persistent record that can move through
triage, implementation, verification, and correction. Ordinary
reassignment does not provide a durable instruction, safe release
barrier, or recoverable delivery receipt for an agent handing off its
own running task.

**Proposed solution**

Extend standalone cases with one primary task, a descriptive phase,
retained access sources, and a handoff ledger. Apply assignments after
source execution and workspace settlement. Deliver each transfer through
the existing durable wake queue. Provide `create_case`, `read_case`,
`update_case`, and `handoff_case` in the native runner. Creation
requires kickoff and explicit workflow text. An explicit handoff to
`done` closes the case when normal task completion is accepted.

**Alternatives considered**

Do not add a workflow engine, filesystem queue, configured state graph,
or one task per phase. The workflow document combines transition prose
with an optional Mermaid `stateDiagram-v2` map. The server does not
execute the diagram. The Pipelines experiment removed on master stays
removed.

**Roadmap alignment**

This extends Agent Reviews and Approvals, Enforced Outcomes, Bounded Run
Recovery, and Activity Log attribution. Existing approval, review,
budget, privacy, workspace, and responsible-user rules remain
authoritative.

Related work: [ordinary handoff wake
recovery](https://github.com/paperclipai/paperclip/pull/15019). This
feature adds a separate persisted case-handoff receipt and release
barrier.

## What Changed

- Add case routing fields, retained access sources, durable handoff
history, delivery leases, and replay-safe migrations.
- Keep the same primary task across agent phases. Preserve each
returning agent's own session and the task's workspace.
- Fence outgoing mutations, wait for provider and workspace release, and
recover delivery without duplicate task comments or runs. Recheck
current assignment permissions as the original caller before applying a
delayed transfer. Scope a run Stop to that run’s own handoff intents, so
repeated old Stop requests preserve newer work. Cancelling terminal
intent without a source run also requires fenced current task ownership,
including native retries and preparation with an old checkout. For Cloud
callers, revalidate current stack membership with an uncached Cloud RPC
and derive owner elevation from the current managed setting.
- Keep case reads, documents, assets, Audit, and live events inside
retained task/project permissions.
- Add native case creation/read/update/handoff tools. Store required
workflow text and initial documents on the first task. Page oversized
case facts and referenced document bodies through the dedicated tool
with bounded UTF-8 JSON, current routing versions, snapshot conflicts,
and current source authorization on every page.
- Add read-only case lists and detail pages, task-style list controls,
compact dotted field tables, linked handoff tasks, and case filters in
Audit.
- Add native/legacy integration tests, migration/restart tests, browser
coverage, and bounded live receipt fixtures. Extend the trusted sandbox
condition to cover the new subscription fixture profile.
- Hide obsolete paused-agent warnings on completed or cancelled task
threads.
- Synchronize the company-switch settings test with React effects after
a CI failure. Preserve its security assertions and production remount
behavior.

## Verification

The branch directly includes master `9ef434fe79`. The required `ci /
verify` and `ci / e2e` gates pass on head `765fccd67c`. [Current-head
CI](https://github.com/paperclipai/paperclip/actions/runs/39464348614)
passes typecheck, build, tests, and all eight browser shards. Security
checks pass. [Greptile gives this exact head
5/5](https://github.com/paperclipai/paperclip/pull/16959#issuecomment-6291156549),
with no unresolved review threads. The optional Paperclip Review check
remains queued because its assigned agent is paused. It is not a
required branch check. No check result was overridden.

Local workspace typecheck and build pass after the master merge, along
with database migration checks, token gates, map checks, Storybook
catalog checks, and the Copilot profile identity check. Standard builds
refresh Runner vendor output. Focused checks pass 2,008
API/paging/context tests and 7 strict case protocol tests. The final
commit changes one test fixture only; its ten tests, UI typecheck, and
token gates pass. No production source changed in that commit.

On current head `765fccd67c`, all **194 critical workflow tests**
executed and passed with no skipped tests in those files:

- 38 Stop/ownership tests, including board completion intent, native
retries, stale Stop, and preparation with an old checkout.
- 2 actual legacy process/HTTP handoff tests, including scratch failure,
a closed-stdio child that continues writing, and recovery through a
fresh worker after the process group stops.
- 5 migration tests, including SQL column metadata, preserved null
authority context, and all six prior-numbering receipts.
- 3 process-settlement and 5 scratch tests.
- 88 handoff-service, 18 heartbeat handoff, and 21 native case-tool
integration tests.
- 7 bounded case/document-read projection tests and 7 strict
protocol-contract tests.

The current CI checkout was `fed65d49`, merging `765fccd67c` into master
`9ef434fe79`. Its new document regressions reconstruct exact
Unicode/escaped bodies and revisions through real native authority and
authenticated HTTP with generic API tools disabled. They cover
case-owned, primary-task, and linked-task documents; routing on every
page; stale document snapshots; access loss and unlinking;
unrelated/foreign/private sources; system documents; and quarantined
content. Active-task document tools retain their existing behavior.
These are current-head test results from the first CI attempt; the
browser-only retry did not rerun these suites.

The full `64fdd3403f` CI failed one separate settings test: after a
company switch, it observed an unsettled API-key draft. The production
component and test were unchanged from prior green source. Production
switches remount both keyed settings layers; the test directly reused an
unkeyed view and used a timer tick instead of waiting for React effects.
The final commit replaces that fixture synchronization with React `act`.
The exact secret-clearing assertions and all timeouts remain unchanged.
The original assertion failure remains recorded; no unchanged retry was
used. The narrow unchanged baseline and fixed fixture each pass 10
tests.

The upstream result-paging merge preserves case capture namespaces and
current asset privacy. Its API integration suite executed 39 of 41 tests
successfully, with two skipped; the optional assigned-result PRP
integration test was skipped. Neither skipped suite is counted in the
194 critical tests or as live provider proof.

All 361 upstream migration entries and SQL bodies remain unchanged. Six
case migrations follow master as 0363–0368 with identical SQL hashes.
Official Drizzle generators produced the combined metadata and five
retained snapshots. Generation reports no schema changes, and the
snapshot drift test passes. The earlier `ce361ae5d0` CI passed on
attempt 1, including its then-current 179 critical tests. Fresh review
later identified unusable document references with generic API tools
disabled; the bounded document reads and ten additional authenticated
HTTP tests address that finding.

The full local `pnpm test:run` attempt was cancelled after this Mac
exhausted PostgreSQL semaphore capacity; it is **not** counted as a
pass. Later database attempts also stopped before assertions or skipped,
including one sandbox socket denial. Two original stale-Stop regressions
did reproduce the bug against the old source. A REST serialization
assertion passed after two preserved database-startup failures. No test
timeout was increased. All 194 assertions listed above executed and
passed in current-head CI. The complete 385-file, 3,963-test UI shard
also passed after the fixture repair.

A configured-provider receipt workflow passed 13 backend checks across
triage → implementation → verification → correction → done, using one
task and four work runs. The saved receipt is revision 2 with total 6
USD; case and task both closed. The original canonical attempt remains
failed because its browser assertion confused the terminal destination
with completed-task tooltips. The corrected full browser verifier passed
on the same retained database and original runs, with no additional
provider calls. The last clean-build browser readback is on
`6a86c54a53`; later changes affect recovery, authorization, bounded
reads, and settlement. Accounted work cost is a $1.010574 rate-card
estimate; provider billing and setup-probe usage are unavailable.

Copilot profile 49 passed the unchanged seven-fixture private protocol
pack (46/46 checks, no retries) and the product file-edit canary after
master's completion-replay change. All 60 bound implementation hashes
remain unchanged on the current source. Historical profile-47/48
identities and results remain intact. See the [profile-49 compatibility
record](https://github.com/paperclipai/paperclip/blob/codex/persistent-case-handoffs/doc/plans/2026-10-20-copilot-completion-recovery-compatibility-v49.json).
This is bounded compatibility evidence, not a fresh full matrix,
installed-package product test, or Daytona rollout.

Preserved CI failures and retries:

- On `20662930ac`, Slack managed setup failed a five-second success
assertion after reload. Its test/application path was unchanged from a
prior green head. One unchanged-source retry passed all 25 tests in that
shard; no source or timeout changed.
- On `9402b4f17a`, two CI workers received shutdown signals at 15:24:19
UTC. Neither log had an assertion failure before interruption. One
unchanged-source retry of each passed all Runner static checks and all
32 tests in browser shard 6; both aggregates passed. The next head,
`7b4374edaf`, passed all CI without retries.
- On `295f289b5a`, serialized shard 9 timed out during its first
device-login test, then the next test found an active login lease.
Direct login/test paths were unchanged from a prior green head. Cold
import plus a timed-out async body using the next test's mutable
actor/store is the supported fixture-race explanation; no request trace
proves that sequence. The original failure remains recorded. One
unchanged-source retry passed all 294 tests in 19 files, including all
41 device-login tests. No login source or timeout changed. The
subsequent `ce361ae5d0` CI passed without retries.
- On `64fdd3403f`, one company-switch settings assertion observed an
unsettled draft. The final test-only commit uses React `act` without
changing assertions, timeouts, or production code. On `765fccd67c`, all
ten settings tests and the complete 385-file, 3,963-test UI shard
passed.
- On `765fccd67c`, browser shard 3 completed the split-handoff
assertions, then cleanup received HTTP 500 from run cancellation after a
one-second PostgreSQL row-lock timeout. The extra chat run was reporting
completed work while teardown began. Cleanup stopped before restoring a
global experiment flag, causing a later assertion to fail. Relevant
production and test paths are unchanged from an earlier green commit.
Stop's lock order is consistent, and no nested self-lock was found; the
exact PostgreSQL blocker was not recorded. One unchanged-shard retry
passed. The original failure, trace, and downstream flag failure remain
recorded. No Stop implementation, cleanup assertion, or timeout changed.
The retry supports intermittent cleanup contention; it does not identify
the original blocking transaction.


## Risks

- Local process transfers require host-owned PID/group absence. Missing
or uncertain termination evidence keeps delivery pending, independently
of scratch setup.
- Handoff admission and task cancellation share execution ownership. New
regression tests cover temporary holds, late source writes, and
uncertain provider termination.
- Retained private sources use an intersection of existing permissions.
This intentionally fails closed when a source is missing or an existing
task cannot preserve that boundary.
- Migrations add tables and indexes. They preserve master history and
can replay over prior feature installs. Migration 0368 adds nullable
internal authorization provenance with no default or authority backfill.
Historical transfers still awaiting release without this context fail
closed; an operator must cancel them and request a new handoff.
- Delayed Cloud handoffs depend on the current Cloud membership RPC. An
unavailable, ambiguous, expired, or mismatched response holds the
handoff for retry; it does not reuse cached authority or grant access.
- Bounded reads reload and reauthorize the selected projection per page.
Underlying work grows with the data size and number of pages. Changed
data or routing requires restarting from offset zero without the old
snapshot.
- Phase names and workflow diagrams remain advisory. They do not satisfy
review or approval gates.
- This is a large, cross-cutting PR. The maintainer requested one PR for
the whole feature; the commits separate data, runtime, UI, and
qualification work.

## Model Used

OpenAI Codex, GPT-6 family, with tool use, code execution, and delegated
code review. The exact deployment model ID and context-window size were
not exposed in the session. Live fixture agents used the explicitly
configured provider model recorded in their test evidence.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 12:46:14 -05:00
DottaandPaperclip 56e09cd19f docs: add native Runner integration playbook (#16846)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Native Runner connects those agents to harnesses through provider
drivers.
> - Adding a harness crosses protocol, setup, lifecycle, packaging, and
product boundaries.
> - Existing guidance does not provide one complete procedure for this
work.
> - This pull request adds a native Runner skill, detailed playbook, and
working templates.
> - Contributors can use them to define a release, implement the
integration, and verify the delivered result.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

Native Runner contribution guidance in `doc/DEVELOPING.md` and
`packages/paperclip-runner/README.md`.

**What's wrong?**

Contributors must reconstruct the requirements, protocol mapping, normal
setup, lifecycle rules, packaging, and acceptance process when they add
a harness. The legacy direct-adapter recipe covers a different execution
path.

**Suggested fix**

Add a self-contained native Runner procedure. Include capability
research, a finite release contract, implementation boundaries,
reproducible tests, normal installation, and release evidence. State
each lesson directly so contributors need no private chats, tasks, or
evidence archives. The duplicate search found no existing playbook PR.

## What Changed

- Add `create-runner-adapter` for new native Runner harness
integrations.
- Add a detailed playbook based on the Pi, Cursor, and Copilot
integration lessons.
- Cover model and instruction admission, connection setup, rich events,
durable interactions, recovery, cancellation, packaging, and Product E2E
acceptance.
- Add templates for scope, capabilities, attempts, failures, jobs, and
release handoff.
- Link the procedure from the development guide and Runner README.
- Keep legacy adapters as a compatibility boundary.

## Verification

- `git diff origin/master --check` passed.
- `node scripts/validate-doc-links.mjs` passed from
`packages/paperclip-runner` and checked 53 documentation files.
- All 71 Markdown links in the new reusable files resolve to repository
paths or public provider documentation.
- Skill YAML, naming, description, and scaffold checks passed.
- A private-reference audit passed for the reusable skill, playbook, and
templates.
- The legacy direct-adapter skill matches the base version.
- Full local runtime checks were attempted with pnpm 9.15.4. `pnpm -r
typecheck` stopped because Node type definitions are missing. `pnpm
test:run` and `pnpm build` stopped because `cli/node_modules/tsx` is
missing. This checkout has no installed dependencies. These commands did
not establish runtime test or build results.
- Full remote CI passed on commit
`88b4fc4832d95807da1f5e48029a183b3dc62b6c`: build, typecheck, general
and serialized server tests, Runner checks, browser tests, and the
canary dry run. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39262297681).
- All 55 applicable checks passed. The two Storybook checks were skipped
for this change.
- Greptile gave the current commit 5/5. There are no review comments or
unresolved threads.

## Risks

Low risk. The procedure can drift as the Runner contracts and test entry
points change. It records its source baseline and tells contributors to
inspect current declarations. Historical lessons describe failure
patterns; they do not certify current binaries.

## Model Used

OpenAI Codex with `gpt-6-astra` and `gpt-6.1-sol`, both using xhigh
reasoning. Context-window sizes were not exposed. The models used
repository search, terminal tools, and file edits.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used, including available version and
capability details
- [x] I have checked ROADMAP.md and confirmed this documentation does
not duplicate planned core work
- [x] I have searched GitHub for duplicate or related PRs
- [x] I have described the issue in this PR using the documentation
issue template fields
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket or instance details
- [x] I have run the relevant local documentation checks; they pass.
Blocked runtime checks are recorded above
- [x] I have considered tests for this documentation-only change and
validated its links and skill metadata
- [x] I have updated relevant documentation to reflect my changes
- [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 merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 08:50:44 -05:00
DottaandPaperclip f96a1e6406 refactor(skills): keep test audit evidence in tasks and PRs (#16833)
## Thinking Path

> - Paperclip manages AI agents that perform work.
> - The test-audit skill guides test maintenance.
> - Its Paperclip reference tells agents to commit audit receipts under
doc/plans/.
> - This adds repository documents to small test cleanups, as seen in
#16639.
> - This change keeps audit decisions and validation evidence in the
task and PR description.
> - Test gardening creates no repository documentation unless a human
asks for it.

## Linked Issues or Issue Description

**Where is the issue?**

`.agents/skills/test-audit/references/paperclip.md`, with related
reporting instructions in the entry point, campaign guide, and
validation reference. Related example: #16639.

**What's wrong?**

The skill requires repository audit receipts. A six-line test deletion
in #16639 added an 88-line report under doc/plans/. The task and PR
already provide a place for this evidence.

**Suggested fix**

Keep the evidence in the task and a concise PR description. Require an
explicit human request before changing repository documentation during
test gardening.

## What Changed

- Removed the instruction to commit dated audit receipts under
doc/plans/.
- Added the reporting rule to the skill entry point.
- Directed campaign ledgers and plans to the task.
- Kept the existing coverage, validation, and delivery requirements.

## Verification

- Skill validation passed with `quick_validate.py` from the
skill-creator tool.
- `git diff --check` passed.
- Read the entry point and all bundled references to check for
conflicting reporting instructions.
- This change edits skill instructions only. Repo-wide typecheck,
runtime tests, and build were not run locally.
- [PR
CI](https://github.com/paperclipai/paperclip/actions/runs/39253050703)
passed on head `d0b68db878fa4da83858da5f74fd25e6120723b5`, including
typecheck, test suites, build, and E2E checks.
- Greptile reviewed that head at 5/5 with no open findings.

## Risks

- Evidence must remain accessible in the task and PR. The instructions
still require decisions, keepers, commands, results, and limitations.
- An installed copy needs a refresh to receive this source change. An
operator can also apply the rule in the agent and routine instructions
immediately.

> 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, based on GPT-6. The exact runtime model ID and
context-window size were not exposed. Used repository search,
instruction editing, and shell validation.

## 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 (skill validation; no
runtime changes)
- [x] I have added or updated tests where applicable (not applicable to
this instruction edit)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 07:44:47 -05:00
DottaandPaperclip 1d24bd8e47 docs(skills): add fix-failed-paperclip-run workflow (#16830)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Failed or stalled tasks need a repair that restores useful work
without weakening execution safety.
> - The existing diagnosis skill stops at a plan and relies on private
historical task links.
> - A repair can pass a narrow test while still failing in the deployed
runtime or permitting duplicate work.
> - This PR adds a task repair workflow with
failing-before/passing-after evidence, safety tests, real workflow
verification, and PR checks.
> - The old skill name remains usable and preserves explicit
diagnosis-only or caller approval limits.

## Linked Issues or Issue Description

**Issue type**

Outdated documentation.

**Where is the issue?**

`.agents/skills/diagnose-why-work-stopped/SKILL.md`.

**What's wrong?**

The skill requires a plan approval even when implementation is
authorized. Its private task links do not provide usable guidance to
other contributors. It does not carry a repair through regression proof,
second-order checks, real workflow verification, and a green PR.

**Suggested fix**

Add `fix-failed-paperclip-run` and route the old name to it. Keep the
failure patterns self-contained. Keep explicit diagnosis-only requests
and the Terminal-Bench caller's approval boundary effective.

Related: #7658 established the maintainer skill location. A search for
the old and new skill names found no competing task-repair skill PR.

## What Changed

- Added a workflow from incident evidence through a verified repair and
current-head PR checks.
- Added eight standalone failure patterns with behavioral test oracles
and common verification traps.
- Replaced the old plan-only workflow with a compatibility entry point.
Preserved issue-tree classification and the three liveness invariants.
- Distinguished PR readiness, deployment, and recovery of the original
task. Reuse an existing sufficient fix instead of creating a duplicate
patch.

## Verification

- Rename commit `b979b632ee8f1ef57f1e7d6c37c711d1c83f5844`: both skill
validators, local reference checks, and whitespace checks pass. CI and
review are pending for this commit.

- The standard skill validator passes for both skill entry points.
- All Markdown references resolve. Referenced repository workflows
exist. The new files contain no historical task IDs, private URLs, or
machine-specific paths.
- `git diff --check` passes.
- Manually reviewed scenarios for an existing merged fix, unknown
historical cause, unsafe duplicate execution, live-only failure,
explicit diagnosis-only scope, and the Terminal-Bench approval boundary.
This is instruction review, not a live agent evaluation.
- Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. All
stopped before execution because pnpm could not fetch and verify the
pinned version in the sandbox. This worktree also has no installed
repository dependencies. No runtime pass is claimed from these attempts.
- No product code changed. At head
`90ee31270420d2dac20dc3a41b12cddb5134d6ec`, 55 PR checks passed and 2
were skipped. Typecheck, tests, build, and the aggregate verification
gate passed in CI. Greptile is 5/5 with no inline findings or unresolved
review threads.

## Risks

- The old skill now continues into implementation when a fix is
authorized. Its explicit scope rule preserves diagnosis-only requests
and approval requirements from callers.
- This change is workflow guidance. Structural validation and scenario
review do not prove how a future agent will execute it on a live
incident.

## Model Used

OpenAI Codex, `gpt-6-astra`, with tool-assisted history inspection,
repository review, and Markdown authoring. The context window size is
not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (skill validation;
repository-wide commands could not start, as noted above)
- [x] I have added or updated tests where applicable (no runtime
behavior changed)
- [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>
2026-10-19 07:27:26 -05:00
DottaandPaperclip ad9f5edd49 docs: teach readable trace waterfall design (#16798)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use traces to find slow work and explain task execution.
> - The Honeycomb skill explains how to find traces and add spans.
> - It gives little guidance on how a trace should read when its
branches collapse.
> - This pull request adds semantic grouping and lifecycle ownership
guidance.
> - The benefit is a clear overview that preserves useful detail for
diagnosis.

## Linked Issues or Issue Description

Related work: Refs #16453, which added this skill. Refs #16419, which
added execution preparation and response spans.

**Issue type**
Missing documentation.

**Where is the issue?**
The Honeycomb tracing skill under `.agents/skills/honeycomb-tracing/`.

**What's wrong?**
A trace can contain accurate timings but remain hard to read when most
spans share one parent. Local tests can also miss incorrect parentage in
exported traces, especially on failure.

**Suggested fix**
Explain how to group operations by purpose, preserve real parent
contexts, and inspect both collapsed and expanded exported traces. Keep
the current Observability contract as the source for exact span names
and root boundaries.

## What Changed

- Add trace design to the skill description and task routing.
- Define readable phases, meaningful folds, and real parent contexts.
- Add a reference with staging examples, failure and concurrency
pitfalls, and checks for exported traces.
- Preserve useful measurements and documented links between separate
lifecycles.
- Update the skill's display description.

## Verification

- Passed the skill creator's `quick_validate.py` check.
- Checked local Markdown references and skill metadata.
- Passed `git diff --check` after rebase onto current master.
- All 55 current-head GitHub checks passed. This includes application
build, TypeScript and Rust checks, general and serialized tests, runner
checks, browser E2E shards, and canary packaging.
- Greptile scored commit `714560594b69fb08afe7eb9fff42afef4a38e49a` at
5/5. It found no actionable issues. There are no unresolved review
threads.
- Local skill validation, reference checks, metadata checks, and
whitespace checks passed. The full local application checks did not
finish: the cold native runner build was stopped after the full CI suite
passed. Full application verification was completed in CI.

## Risks

Low risk. This change updates skill instructions only. An agent could
apply an example tree too rigidly. The reference states that examples do
not replace the current Observability contract. It preserves documented
linked roots and scope limits for verification.

## Model Used

OpenAI `gpt-6.1-sol`, with `xhigh` reasoning. Codex used local tools to
inspect session evidence, edit Markdown and YAML, and run validation.
The host does not expose the context window size.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-18 21:37:40 -05:00
DottaandPaperclip 7a8b358365 docs: add Honeycomb tracing skill (#16453)
Document how to find, configure, and interpret Paperclip application and CI traces in Honeycomb.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-15 11:51:09 -05:00
DottaandPaperclip 13e5128164 docs: preserve runtime and verification lessons (#16379)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its control plane shares execution capacity across requests and
agent orchestration.
> - A dependency can return a small value while doing slow or repeated
work underneath.
> - Tests can check that value while mocks hide the behavior that
affects other work.
> - A later passing retry can also leave an earlier material failure
unexplained.
> - This pull request records general rules for dependency work,
verification, and acceptance.
> - The benefit is a durable review habit that applies beyond the runner
incident.

## Linked Issues or Issue Description

Refs #15683. Refs #16335.

The staging runner incident exposed a gap in how we establish the
operational cost of a dependency call. The original platform check read
a small field from a process report. The call could block shared
execution, and value-focused mocks did not exercise that behavior. The
fix replaced that probe with bounded asynchronous work. This proposal
addresses the reasoning and evidence gap, without assigning blame or
prescribing one API or timeout for future work.

The acceptance guidance also preserves material failures after a retry
passes. It does not assert that every earlier test failure had the same
cause as this incident.

Related proposal checked: #14275 covers release sign-off templates. This
PR covers implementation assumptions and verification evidence.

## What Changed

- Add a scoped rule for dependency work in server, adapter, and runner
execution paths. Cover blocking, repetition, cost growth, cancellation,
and the effect on unrelated work.
- Require evidence that can disprove the consequential assumption
introduced by a change. Identify behavior removed by mocks and exercise
the relevant boundary.
- Register the rule in the Greptile manifest with matching path scope.
Existing `AGENTS.md` instructions route coding agents to matching rules.
- Add failure preservation to the verification skill. Link it from the
repository-wide PR review rule. Keep recovery and resolution distinct.
- Include examples and exceptions so cosmetic edits and ordinary pure
transformations do not acquire unnecessary test requirements.

## Verification

- Passed `git diff --check` and the repository PR template and
duplicate-search validators.
- Passed a local Python structural check: manifest JSON parses; rule
globs and Greptile scopes match; seven representative runtime paths
match; five unrelated paths do not; the evidence link and heading
resolve; existing agent and reviewer loading instructions are present.
- Manually applied the rule to a network-filesystem configuration
getter, a repeated remote permission check, and an already-loaded map
lookup. The first two need evidence about their new dependency risk. The
last does not require fault testing by default.
- Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. The
installed pnpm launcher could not fetch registry data to verify the
requested pnpm version. Using the cached project version reached
typecheck, which failed because workspace dependencies are absent
(`@types/node` missing). Tests and build remain unverified locally.
- Greptile reviewed commit `e56d1ec70f3ebffe697b35cc637975b8d8198681` at
5/5 with no unresolved review threads. CI is still running. These
structural checks establish instruction wiring, not future compliance by
an agent or reviewer.

## Risks

- The main risk is adding ceremony to low-risk edits. The rule limits
requests to concrete risks introduced by changed behavior and explicitly
exempts unrelated work.
- Instructions depend on contributors and reviewers reading and applying
them. This change adds no automated runtime regression gate.
- No application behavior, schema, dependency, lockfile, or workflow
changes.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID, context window,
and configured reasoning effort are not exposed in this session. Used
reasoning, repository inspection, shell tools, and patch editing.

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-15 06:21:39 -05:00
DottaandPaperclip 739f9e40a4 docs(skills): add slow-query diagnosis and fix skill (#16303)
## Thinking Path

> - Paperclip helps people manage agents that work across tasks and
services.
> - Slow pages and background work can come from expensive or repeated
database queries.
> - The query often starts in the Paperclip app while its evidence lives
in Paperclip Cloud, Neon, and application logs.
> - A useful fix must reproduce the slow SQL locally and preserve its
complete results and user behavior.
> - The procedure also needs to measure any exceptional migration on a
database of realistic size.
> - This pull request gives contributors a repeatable skill for that
work and for carrying the fix through PR checks.
> - The benefit is a clear, measured handoff with fewer query
regressions and fewer risky migration proposals.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

`.agents/skills/` has no shared procedure for diagnosing and fixing slow
Paperclip queries across Cloud and Neon.

**What's wrong?**

A contributor must reconstruct the path from a slow workspace to its
database, capture the service's actual SQL, reproduce it locally,
compare complete results, and track the PR through review and CI. That
makes it easy to mistake cumulative statistics for a recent request
trace or a faster but changed result for a valid fix.

**Suggested fix**

Add a project skill that covers discovery, baseline and treatment
benchmarks, regression checks, migration constraints, and PR
follow-through.

Related work: #16278, #16286, and #16291 supplied the query cases and
local benchmark lessons. No existing slow-query skill PR or issue
appeared in the duplicate search.

## What Changed

- Add `fix-slow-queries` with a bounded workflow from Cloud discovery to
a reviewed PR.
- Add references for locating the right Neon database and for measuring
full service SQL against complete output comparisons on disposable
PostgreSQL.
- Require a serious reason for migrations, prohibit boot-time migration
workarounds, and require production-size timing and escalation for slow
migrations.

## Verification

- Run the skill-creator `quick_validate.py` against
`.agents/skills/fix-slow-queries`: passed.
- Run `pnpm --filter @paperclipai/skills-catalog test`: 5 files, 20
tests passed, including the repo-wide skill-description budget check.
- Check all five local Markdown links, metadata length, final newlines,
and whitespace: passed.
- Run `git diff --check`: passed.
- Review the documented procedure against the cases in #16278, #16286,
and #16291: baseline helper isolation, large JSON, older deep links, and
latest-commit PR checks are covered.
- This change adds instructions only. It changes no database schema or
runtime behavior.

## Risks

- Provider menus and private Cloud file locations may change. The skill
requires contributors to verify the current stack mapping and owning
repository before using them.
- Synthetic benchmarks do not establish deployed latency. The skill
requires a fresh deployed measurement when rollout is authorized.

## Model Used

OpenAI GPT-6 via Codex, with tool use and code execution. The served
model variant and context window were not exposed to this task.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 11:03:16 -05:00
DottaandPaperclip 5498e8ba64 docs(skills): add maintenance bot setup workflow (#16279)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents, skills, and routines support recurring repository
maintenance.
> - Setting up that work requires choices about the instance, agent,
credentials, repository, and trigger.
> - A repeatable setup procedure must preserve those choices and verify
saved configuration.
> - This pull request adds a skill that configures maintenance bots for
any selected maintenance task.
> - Each run creates useful PRs and revises them until required checks
pass.

## Linked Issues or Issue Description

Refs #16211 for the test-audit skill that can serve as one maintenance
task.

**Issue type**

Missing documentation.

**Where is the issue?**

The repository skill library lacks a procedure for setting up a code
maintenance agent and routine.

**What's wrong?**

Users must compose agent selection, skill delivery, scheduling,
workspace access, and PR follow-up themselves. The setup must also work
through the browser when API access fails.

**Suggested fix**

Add a standalone setup skill with API guidance and reusable
maintenance-run instructions. Support existing agents and new hires.
Support scheduled, webhook, and manual triggers.

## What Changed

- Add `setup-code-maintenance-bot` with instance and agent selection.
- Document harness, provider, AI account, repository, skill, and trigger
choices.
- Add API setup guidance, browser fallback, paused setup, and
saved-field verification.
- Add a generic run template with work limits, duplicate-PR checks, and
PR revision until current-head checks pass.
- Keep private run-to-PR mappings on Paperclip execution issues. Publish
internal references only when the target repository permits them.
- Add skill UI metadata.

## Verification

- Skill frontmatter validator passed.
- Relative links, JSON examples, UI metadata, and whitespace checks
passed.
- Compared API shapes and authorization rules with Paperclip source.
- No live agent or routine was created. No maintenance trial was run.
- Local application typecheck, Vitest, and build were not run for this
Markdown/YAML-only change.
- Repository CI and automated review will run on this PR.

## Risks

Low code risk. The change adds instructions and metadata only. API
details can differ by deployment. The skill requires discovery from the
selected instance and verification of saved settings before activation.
Browser setup must preserve the same permissions and approval rules.
Live setup remains untested.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, tool use, and
file editing. The exact deployment model ID and context-window size are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 07:37:00 -05:00
DottaandPaperclip 433d94ee0b refactor(maps): generate indexes from local story and feature metadata (#16214)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Feature recipes and Storybook help contributors find behavior,
examples, and verification steps.
> - Independent feature changes currently update shared catalogs,
indexes, and review hashes.
> - Those shared files cause merge conflicts and repeated bookkeeping
during parallel work.
> - This pull request stores metadata in each feature recipe and story,
then generates the combined views.
> - Contributors can merge independent work without editing a common
index. Git and PR evidence retain change and review history.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Maintaining the product, agent-access, and Storybook maps while multiple
agents change different features.

**Current behavior**

A story or recipe change can update `catalog.json`, `INDEX.md`, review
hashes, verification tables, and tracked generated navigation. Two
unrelated changes then conflict in the same files.

**Proposed behavior**

Each story declares capability links and classification in
`parameters.paperclip`. Each feature recipe declares its navigation and
optional verification guidance. Startup, build, and UI typechecking
discover these sources and generate ignored indexes and Storybook pages.

**Reason and benefit**

A routine change edits its own source files. Aggregate metadata is
rebuilt from the merged checkout. There is no sidecar registry, shared
review journal, or hash acknowledgment to maintain.

**Breaking changes**

The tracked Storybook catalog and index paths are retired. Consumers use
`ui/storybook/generated/` or `maps/generated/` after generation.
Contributor instructions and the existing feature-gap browser suite use
the new paths. Story and overview IDs remain stable.

## What Changed

- Move the existing annotations into 262 story files. Preserve
classifications, capability associations, exports, and explicit IDs.
- Discover all 35 feature recipes. Store section/order beside each
recipe and move durable verification routes out of the shared table.
- Remove tracked catalogs, inventories, overview pages, and inline
preview ordering. Keep authored preview behavior in `preview-base.tsx`.
- Generate the Storybook guide, feature/access Markdown indexes, gap
report, page-reference inventory, and preview wrapper automatically.
- Update the map contracts and maintenance skills to use Git history and
revision-specific PR/CI evidence.
- Add schema, identity, regeneration, and actual Git merge tests. Run
these through the existing UI Vitest suite. Add focused browser
navigation checks.

This is one coordinated migration. Most of the 367 changed files contain
only moved metadata or deleted generated content. Review the generator
scripts, map contracts, Storybook configuration, and tests first. No
product API or authorization behavior changes.

## Verification

Passed:

- `node scripts/check-maps.mjs`: 35 paired areas and 175 capabilities.
- `node scripts/storybook-catalog.mjs --check`: 262 suites and 2,485
authored stories after incorporating current master.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-catalog.test.mjs
scripts/storybook-feature-index.test.mjs`: 28 tests, including
independent branches merged in both orders with identical generated
output and no tracked changes.
- `pnpm --filter @paperclipai/ui exec vitest run
storybook/map-tooling.test.ts`: the CI entrypoint runs those map tests.
- `pnpm check:token-gates`.
- `pnpm -r typecheck` and `pnpm build` before the final master rebase.
- `pnpm build-storybook`: all 2,517 original story/docs URLs retained.
Current master contributes exactly four additional recovery stories.
- Focused Playwright navigation checks: search and open a feature
without examples; expand verification guidance and check source links;
retain capability order and follow a related Foundations suite.

The final clean Storybook build passed after deleting every ignored map
output. Post-rebase UI typechecking and both browser tests passed. The
working tree stays clean after generation. The concurrent-cleanup
regression fails with `ENOENT` without the fix and passes with it.

All GitHub CI gates passed on `00fc7ec18e`, which also received Greptile
5/5 with no unresolved findings. The final merge commit `1c3c5143a6`
incorporates master and resolves only the two modify/delete conflicts by
retaining removal of the aggregate index and catalog. Master’s new
workspace feature and access guidance is preserved. Map validation,
catalog generation, overview generation, all 28 map tests, and diff
checks pass after conflict resolution. The maintainer explicitly
requested merging without another Greptile review. CI has not been rerun
to completion on this merge commit. The local repository-wide `pnpm
test:run` was stopped before completion after the earlier CI matrix
passed; it is not reported as a local pass. No screenshot baselines or
production acceptance are claimed.

To repeat the browser check against an owned Storybook server:

```sh
PAPERCLIP_GAP_STORYBOOK_URL=http://127.0.0.1:6136 pnpm exec playwright test --config tests/storybook-visual/feature-gap-stories.config.ts map-navigation.spec.ts
```

## Risks

- Existing branches need a one-time rebase to move their catalog changes
into local annotations. The PR incorporates the recovery changes from
current master.
- Changing the same story or capability can still produce a meaningful
conflict. This removes the shared aggregate bottleneck.
- The generator uses Storybook's existing CSF parser. Literal-only
annotations and parser regression tests protect the current contract.
- Generated Markdown is available after running the generator; the
published Storybook provides a browsable guide.
- Shared source changes still require review. Removing hashes removes
mechanical acknowledgments; it does not establish runtime parity.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser-test tools. The exact deployment model ID and
context window were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [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 on the previously reviewed head
`00fc7ec18e`; final conflict-resolution checks are documented above
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on `00fc7ec18e`; another review was waived by the maintainer
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 15:27:23 -05:00
DottaandPaperclip 393d1c4108 docs(skills): add standalone test-audit workflow (#16211)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Repository skills guide agents through engineering work.
> - Test gardening must preserve useful regression coverage while
reducing repeated work.
> - Contributors need a local procedure for evidence, validation, and
delivery.
> - This pull request adds a standalone test-audit skill with a short
entry point and focused guides.
> - The procedure supports focused cleanups and coordinated audits
without requiring an external skill checkout.

## Linked Issues or Issue Description

**Issue type**
Missing documentation.

**Where is the issue?**
The repository has no standalone `.agents/skills/test-audit/` procedure
on master.

**What's wrong?**
Test audits need consistent rules for retaining contracts, proving
removal safety, recording cost evidence, and tracking stacked delivery.

**Suggested fix**
Add a self-contained skill with candidate evidence, validation,
campaign, and Paperclip delivery guides. Preserve upstream attribution.

Related audit work: Refs #15978, Refs #16022, Refs #16197. The duplicate
search found no standalone skill PR. This docs change does not duplicate
planned core features in ROADMAP.md.

## What Changed

- Add a short test-audit entry point and agent metadata.
- Require contract and keeper evidence before removing tests. Apply an
authoring gate to added or changed tests.
- Define targeted and exhaustive campaign modes, a second review of
redundant layers, and full keeper dependency checks.
- Document matched baselines, intended-failure controls, selection
checks, honest cost claims, and current-head delivery gates.
- Add Paperclip commands and invariants. Retain OpenClaw attribution and
its MIT notice.

## Verification

- The skill frontmatter validator passed with cached PyYAML.
- Agent metadata YAML parsed. The default prompt names `$test-audit`.
- All eight relative Markdown links resolve. All seven delivery files
matched the reviewed source.
- `git diff --check` passed. The PR contains only seven Markdown/YAML
skill files.
- An independent scenario review checked the campaign completion and
coverage rules.
- Local application typecheck, full Vitest, and build were not run for
this documentation-only change. Fresh current-head CI passed: 55
successful checks and two expected skips on
`1a9af8ffacd532882f0a01bac8ab3f5063ab9cd9`.
- E2E shard 8/8 was interrupted after its assertions passed. A single
same-head job retry passed. The interruption cause was not exposed.
- Greptile reviewed the current head at 5/5 with no actionable findings.
There are no review threads. The PR has no merge conflicts and remains
open as requested.

## Risks

- Low runtime risk. This PR changes contributor instructions only.
- Agents can misapply audit evidence. The skill requires valid keepers
and preservation proof, rejects keeper cycles, and makes incomplete
audits explicit.
- CI routing can change. The guide requires readers to inspect current
repository 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 based on GPT-6 wrote and tightened the skill. Its exact
deployment model ID and context-window size are unavailable. Independent
scenario review and PR delivery used OpenAI `gpt-6.1-sol`, with
reasoning, repository inspection, and tool execution. The context-window
size was not exposed.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 14:08:51 -05:00
DottaandPaperclip 252d9b5077 docs(storybook): record verification routes for missing examples (#16167)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product capabilities and verification
journeys.
> - The Storybook catalog links existing examples to those capabilities.
> - A capability without a story can need UI examples, CLI checks, or
browser checks.
> - This pull request records the required verification surface for all
60 current gaps.
> - The next Storybook pass can add useful examples without claiming
backend proof from mocks.

## Linked Issues or Issue Description

Refs #16154. Reconciles the new task-notification capability from
#16153.

The related PR search found no duplicate of this classification pass.
This change follows the merged association corrections. It does not add
product behavior or duplicate a roadmap feature.

## What Changed

- Add `maps/storybook-map/VERIFICATION.md` with all 60 unassociated
capabilities: 49 UI example gaps, eight CLI/operator operations, and
three browser verification boundaries.
- Record required UI states, separate production checks, source links,
and existing test starting points. Keep execution marked not run.
- Link the record from the catalog contract. Tell the maintenance skill
to keep its rows, counts, and source revision current.
- Regenerate the feature index for personal task notifications. Refresh
only the inspected recipe/index-dependent review fingerprints. Retain
all 223 suites, 2,212 authored IDs, associations, and classifications.
- Record the targeted association revisit. It found no additional
justified links.

## Verification

- `node scripts/storybook-catalog.mjs` and `node scripts/check-maps.mjs`
passed.
- All 27 catalog, feature-index, and map structural tests passed.
- The maintenance skill validator passed.
- A source check confirmed that the 60 unique rows match all non-guide
association gaps. All report, contract, and skill file links exist.
- `git diff --check` passed.
- Inspect the eight CLI/operator rows and three browser rows. UI/API
capabilities retain both obligations.
- Full repository typecheck, tests, build, Storybook build, and live
product journeys were not run locally for this documentation and
generated-data change. No live proof is claimed.

- Final head `a9ef9e8ebc1f41bb7047142704655d08b3e47be7`: all 57
checks/statuses are green (55 successful, two Storybook jobs skipped).
Greptile approved this head at 5/5. The review finding is resolved and
the PR is mergeable.

## Risks

- This source inventory can become stale as capabilities or associations
change. The maintenance skill requires refreshing its rows and source
revision.
- Existing test links identify starting points. They do not certify
complete or passing production coverage.
- There is no migration, permission change, product behavior change,
story removal, or new visual baseline.

## Model Used

OpenAI Codex with GPT-6 assisted with source review, documentation, and
checks. It used shell tools and read-only area agents. The runtime did
not expose an exact backend model revision 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>
2026-10-13 12:39:04 -05:00
DottaandPaperclip 69f4bfc3c5 docs: add external bot integration skill (#16181)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External agents need a connection, a work lifecycle, and clear
authority.
> - The Dot integration exposed gaps in setup, idle work, recovery, and
Cloud delivery.
> - Future integrations need a practical procedure that preserves those
lessons.
> - This pull request adds a core skill and six focused reference
documents.
> - The skill gives contributors concrete prompts, test cases, and
failure diagnostics.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

Repository contributor skills for external agent integration.

**What's wrong?**

The integration process has no single reusable guide for provider
discovery, both work directions, setup, managed Runner execution, and
live proof. Lessons from Dot are spread across implementation changes.

**Suggested fix**

Add `create-external-bot-integration` under `.agents/skills`. Keep the
core workflow short. Put detailed contracts, examples, tests,
diagnostics, and dated evidence in references.

Related public implementation: Refs #15402, #15414, #15581, #15691,
#15722, #15734. A search found no duplicate skill PR.

## What Changed

- Add a core skill for external agents and its Codex interface metadata.
- Add references for the release contract, Runner architecture,
onboarding, qualification tests, deployment, and the Dot case study.
- Include idle intake, native tool use, scoped authority, receipt
recovery, and resource cleanup.
- Mark provider facts and code paths as dated evidence. Use public PRs
for the source trail.
- Change only eight files under
`.agents/skills/create-external-bot-integration`.

## Verification

- Skill validator: passed.
- Interface metadata, Markdown fences, and 49 local links and anchors:
passed.
- `git diff --check`: passed.
- PR file scope: verified that all eight paths are inside the skill
folder.
- `pnpm build` and `pnpm -r typecheck`: passed in the isolated worktree.
- `pnpm exec vitest run --project @paperclipai/skills-catalog
packages/skills-catalog/src/shipped-catalog.test.ts`: 10 tests passed
after the description-budget fix.
- The broad local `pnpm test:run` attempt reported 12 native-session
lease test failures. It is not a passing full-suite result. One isolated
lease case passed. The PR changes no runtime files.
- Final commit `bd7aed82f623ee279c800af2b8b87f7bedd6be5c`: all GitHub
checks completed, with 55 success results and 2 skipped results.
- Greptile reviewed that exact commit at 5/5. There are no open review
threads.

## Risks

- Provider behavior and code paths can change. The skill requires
current code and official documentation checks before use.
- The case study describes one integration campaign. It does not claim
that every provider supports the same transport or capabilities.
- This change adds contributor instructions and metadata. It changes no
application code or database schema.

## Model Used

OpenAI Codex, GPT-6, with reasoning, filesystem access, shell tools, and
code review support. The exact serving endpoint ID and context window
size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 09:45:19 -05:00
DottaandPaperclip 5e8e992df2 fix(storybook): reconcile capability associations and map omissions (#16154)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The feature map describes user capabilities and verification
recipes.
> - Storybook holds isolated examples of those capabilities.
> - Missing catalog links can hide existing examples.
> - Some stories also expose shipped capabilities absent from the map.
> - This pull request adds verified source associations and three paired
map entries.
> - Readers can find existing examples without changing their homes or
URLs.

## Linked Issues or Issue Description

Refs #16052, #16049 and #16046.

**What existing behavior does this improve?**

Storybook capability lookup and the feature/agent access maps.

**Current behavior**

Seventy capabilities have no example link. Some matching stories already
exist. Primary-agent preferences and company decision/fast-response
services appear only under broad neighboring capabilities.

**Proposed behavior**

Add source-supported links across 34 suites. Keep shared foundations in
place while cross-listing them. Add primary-agent, decision-model and
fast-response capabilities to both upstream maps. Retain explicit
simulation and partial-example limits.

**Reason and benefit**

The catalog distinguishes missing associations from missing examples.
The upstream map describes three existing product capabilities more
precisely.

**Breaking changes**

None to product behavior, story exports, folders, sidebar titles or
URLs. A shared foundation can declare a reasoned `home: "foundations"`
override while referencing related capabilities.

## What Changed

- Add 55 references across 34 suites. Replace primary-agent suites'
reporting-line association with their own capability.
- Add three source-reviewed capabilities and their API/actor boundaries
to paired maps.
- Preserve the shared Foundations home when cross-listing developer
design examples. Add a validation regression test.
- Record which exports demonstrate each association and what remains
simulated or unverified.
- Regenerate the catalog and capability data. Preserve all original 223
authored suites and 2,210 story IDs. Retain the two skill-removal
stories added by current master, for 2,212 authored stories in total.
- Reduce empty example lookups from 70 of 171 capabilities to 59 of 174.
Links do not establish complete capability coverage.

## Verification

- Passed: 27 catalog/generator/map tests, catalog validation, map
structural checks, token gates and skill validation.
- Passed: source inventory comparison preserves all authored files,
titles, meta IDs and story IDs.
- Passed: repository typecheck/build and Storybook build. Final built
index has 2,248 entries and preserves all previous entries, including
the two skills stories added by current master.
- The broad local repository test run was interrupted before completion
to resolve a new master conflict. A complete local suite pass is not
claimed; fresh CI passed on the reconciled branch.
- Browser: Design links to preserved Foundations stories;
company-service sections link settings/history/journey suites; decision
SetupToHistory passed 12 interaction steps; primary-agent ReplacePrimary
passed four steps. No console errors in selected checks.
- Greptile: 5/5 on final commit
`805a8af62abe589907e7cc6ca1b415ce1e0cc3c0`, with no findings or
unresolved threads.
- Final-revision CI passed all 57 checks/statuses, including all eight
browser shards, server and Runner tests, typecheck and build. The
unchanged Cloud-auth mocked-response race seen on a superseded revision
did not recur on the final commit. No test expectations were changed.
- New agent-access evidence is source-only. Live provider and
agent-credential verification is not established.

## Risks

- Suite-level associations can represent only selected states. Notes
retain those limits and existing review classifications.
- In-memory connection drafts do not prove reload persistence.
Resume-failure UI does not prove successful continuation. No-op budget
controls do not prove relief or resumption.
- Three map capabilities document existing behavior. No permission, API,
provider or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution and source
inspection. The exact runtime model ID and context window are not
exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 08:11:15 -05:00
DottaandPaperclip fd61dc1dd5 docs(skills): distinguish Paperclip verification targets (#16145)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Verification must show which runtime and user journey passed.
> - The existing skill centers on an empty instance launched from
source.
> - Seeded data, reused databases, published packages, and hosted stacks
prove different outcomes.
> - This pull request makes the target and starting conditions explicit.
> - It routes deployment to private Cloud skills and keeps feature
checks in Verify Paperclip.

## Linked Issues or Issue Description

**Issue type**
Missing documentation.

**Where is the issue?**
`.agents/skills/verify-paperclip/SKILL.md`.

**What's wrong?**
The skill does not distinguish source development, npm installation,
staging, and production. It also needs to distinguish fresh onboarding
from seeded or reused data and make platform scope explicit.

**Suggested fix**
Add target selection and focused references. Preserve the existing
empty-instance helper. Name the private Cloud deployment skills as a
separate prerequisite when deployment is requested. No duplicate
documentation PR was found in the open-PR search.

## What Changed

- Record artifact, environment, starting data, platform, and journey
before testing.
- Document dev servers, fresh instances, seeded/reused test drives, and
cloned worktrees.
- Separate exact-version canary and stable npm verification from source
and Cloud evidence.
- Document staging and production checks and route deployment to
`deploy-paperclip-stack` or `deploy-cloud-harness` in the private Cloud
repo.
- Limit local ownership helpers to instances created by their launcher.

## Verification

- Current-head GitHub CI: 55 passed, 2 skipped, no failures. Typecheck,
tests, build, and the aggregate gate passed. Greptile: 5/5, all threads
resolved.

- Skill validator: passed.
- Relative Markdown file links: passed across the changed skills and
references (29 links in final validation).
- `python3 -m unittest discover -s .agents/skills/verify-paperclip/tests
-v`: 2 passed.
- `node scripts/check-maps.mjs`: passed (structural coverage only).
- `git diff --check`: passed.
- `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`: attempted;
blocked by missing workspace dependencies (`node_modules`, Node type
definitions, and the checkout tsx entry point). These are not passing
full-suite results.
- Existing published-launcher test attempt was blocked by sandbox
loopback permissions; it does not provide package-install evidence.
- Reviewed commands against development docs, release workflow, and
current Cloud runbooks. No live deployment, publication, or production
mutation was performed for these documentation changes.

## Risks

- Low runtime risk: only skill documentation changes.
- Private deployment skills require access to the Cloud repo and must be
available before that handoff works. The verifier reports the
prerequisite when unavailable.
- Workflow changes can make command guidance stale. The skills direct
readers to maintained workflows and runbooks before use.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, file editing, shell execution,
and GitHub CLI access. The runtime does not expose a more specific model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 07:02:37 -05:00
9bd820e687 feat(storybook): mirror the complete feature-map index (#16052)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes its user-facing capabilities and
verification recipes.
> - Storybook provides isolated UI examples for those capabilities.
> - The previous organization showed only features with primary story
suites.
> - This pull request derives the complete Storybook index from the
upstream map.
> - Readers can find the same features in both places and see related
examples or explicit gaps.

## Linked Issues or Issue Description

Refs #16046 and #16049.

**What existing behavior does this improve?**

Storybook navigation and the downstream feature catalog.

**Current behavior**

The sidebar has 28 primary feature homes. The feature map lists 35. The
main guide groups suites alphabetically by area slug. Related examples
can live under a different feature.

**Proposed behavior**

Use the feature map's eight sections and 35 features in the same order.
Give each feature an Overview page with all its capabilities, related
example links, and missing-example messages. Keep shared foundations
outside the product index. Preserve all existing stories and URLs.

**Reason and benefit**

Readers can move between the feature map and Storybook without learning
a second index. A feature without cataloged examples remains visible.

**Breaking changes**

None to existing story IDs or product behavior. Storybook start and
build now reject stale generated feature pages and ordering. Run the
catalog generator after upstream changes, inspect the output, and review
affected source fingerprints.

## What Changed

- Generate 35 feature Overview stories and capability data from the
upstream map. Generate the inline sidebar order required by Storybook.
- Replace the main guide with the full ordered feature index and search.
Link all related suites from feature pages, even across primary homes.
- Preserve all 223 authored files, 2,210 story IDs, and the existing
docs ID. Keep status, implementation, and fixture classifications
visible.
- Put the generated Markdown catalog in feature-map order. Keep
generated guides outside example counts.
- Update maintenance and review skills, documentation, and generator
tests. Keep the feature map independent of Storybook.

## Verification

- Passed: 16 catalog and generator tests; map checks; token gates; both
skill validators.
- Passed: `pnpm -r typecheck`, `pnpm build`, and the Storybook build.
- Built-index comparison preserved all 2,211 previous entries and added
only 35 feature overviews. Feature order matches the map.
- Browser: inspected the complete index and sidebar, searched for Goals,
opened its overview, and followed a related suite under Projects. The
original suite renders.
- Passed: all 8,170 UI tests in 728 files. Browser checks also covered
empty search, capability-ID search, missing-example pages, the original
editable-text bookmark, the CLI sidebar label, and searching/opening
shared foundations.
- The broad local `pnpm test:run` was stopped after a failure in the
unchanged GitHub chat test `authorizes description edits as the editor,
never inheriting the original author's access`. That exact test passed
alone without code or expectation changes. A complete local repository
suite pass is not established.
- Original revision CI passed after one runner retry. The merged
revision `5ca01c70716f23974680a8019ddc613035d11bc4` passed fresh CI.
Local UI typecheck, catalog checks, 16 generator tests, map checks and
token gates pass.
- Greptile: 5/5 on final commit
`5ca01c70716f23974680a8019ddc613035d11bc4`, with all findings resolved.
- Master merge: inspected source drift in 61 catalog entries and
regenerated INDEX, preserving upstream notes. Marked the sidebar suite
that mounts IssueDetail unreviewed for the new activity query; recorded
limits for composer and channel-default changes. No stories removed.
- Final Storybook build passed. Browser filename searches for
`new-task-composer` and `forms-editors` return the expected feature and
shared example.
- No visual-baseline or full production acceptance claim. The deeper
authored scenario groups remain intact.

## Risks

- The parser depends on the feature-map Markdown contract. It rejects
unknown index rows, omitted feature recipes, and unexpected generated
files.
- A suite can reference several capabilities. A link proves catalog
association, not complete behavior coverage or production parity.
- Storybook treats `/` as a folder separator. Sidebar labels use a comma
for that character; the guide and page headings retain the upstream
name.
- No database, API, authorization, or production component changes.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser
inspection. The exact runtime model ID and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
2026-10-13 07:01:29 -05:00
DottaandPaperclip 88bf4c6c1d refactor(storybook): organize folders and navigation by feature map (#16049)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product areas and verification entry
points.
> - Storybook has 223 story suites that show production components,
proposals, and retained history.
> - The parent PR maps those suites to features, but their folders and
sidebar still use unrelated groups.
> - This pull request puts the existing suites under feature folders and
uses the feature map's names and order in the sidebar.
> - Explicit meta IDs preserve existing story links while the titles
change.
> - Contributors can find stories through the same product structure
without losing examples.

## Linked Issues or Issue Description

Refs #16046. This is the requested follow-up. Parent #16046 is merged.
This PR now targets master, with its single follow-up commit rebased
onto the parent squash merge. The Storybook implementation is unchanged
by that rebase. Related open Storybook PRs were checked; this change
organizes existing suites and adds no product capability.

## What Changed

- Move all 223 story files into folders named for their primary feature
area. Keep useful scenario groups below the feature's sidebar label.
- Order the sidebar by the eight feature-map sections. Put Overview
first and shared Foundations last. Leave areas with no stories out of
the sidebar.
- Move 19 support files into `ui/storybook/support/` and update relative
imports and active documentation.
- Preserve all 2,210 story IDs and the single docs ID through explicit
CSF meta IDs. Keep all entry names and story exports.
- Record stable IDs and sidebar titles in the downstream catalog.
Validate feature folders, title prefixes, and IDs. Update the
maintenance skill and review evidence.

## Verification

- Storybook build passed. Built index comparison against parent
`75bd3c977cd828d5222823850339e8204f40eb47` found the same 2,211 entries,
IDs, and names.
- UI typecheck passed (`ui/node_modules/.bin/tsc -b` from `ui`, invoked
as `./node_modules/.bin/tsc -b`).
- UI Vitest project: 728 files and 8,176 tests passed.
- Catalog checker and its nine tests passed. Feature-map checks, token
gates, and the maintenance-skill validator passed.
- Chromium: nine existing play cases and one render case reached
`storyFinished: success` with no page exceptions. The guide rendered,
sidebar sections followed map order, and a search for `steering/queue`
opened its preserved story link.
- Source comparison found only meta title/ID changes, rebased relative
references, and updated fixture path text in story files.
- To inspect: build Storybook, start `node
scripts/serve-storybook-static.mjs --port 6136`, and open the Overview
guide. Expand feature folders and use existing story links.
- The complete repository suite was not repeated for this organization
change. The parent records a backend timeout that passed in isolation,
without a complete broad-suite pass. Visual comparisons remain blocked
by the unpublished empty baseline. The separate fixture-server story was
not run.

## Risks

- Open branches that add stories under old paths will need to choose a
feature folder and update the catalog. Cross-feature suites have one
primary home and retain related capability references.
- Sidebar paths change; story and docs IDs remain stable. Automated
references to source paths may need the new location.
- This is one requested follow-up with 258 changed files, mostly moves.
It exceeds the usual review-size guideline because splitting it would
leave the sidebar and folder convention partly migrated.
- Browser verification samples ten stories, not all 2,210. Existing
production/prototype classifications and review gaps remain unchanged.
- Required CI gates and a 5/5 review passed on the original head. Fresh
checks and review are running for the rebased head. Catalog validation
and all nine checker tests passed after rebase; UI, map, skill, and
checker contents are identical to the original reviewed head.

## Model Used

- OpenAI Codex, GPT-6. The exact runtime model ID and context-window
size are not exposed in this session. Used reasoning, repository
inspection, code execution, and local browser automation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-10-12 22:29:22 +00:00
DottaandPaperclip 9e721264e9 feat: maintain Storybook through a downstream feature catalog (#16046)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Storybook supports review of its production UI and proposed designs.
> - Its 223 story files have no consistent link to product capabilities
or record of component and mock provenance.
> - Old compositions can drift while they still look like current
product examples.
> - This pull request adds two maintenance skills and a catalog that
consumes the existing feature map.
> - The first audit preserves all stories and fixes proven fixture
drift.
> - Contributors can now find examples by feature and see what still
needs review.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Storybook maintenance, feature discovery, and the accuracy of isolated
UI examples.

**Current behavior**

Stories are already centralized under `ui/storybook/`, but their sidebar
has 51 top-level groups. Production components, local prototypes, and
historical designs are not consistently distinguished. The old guide
uses manual coverage claims. GitHub searches found no duplicate
feature-map catalog change.

**Proposed behavior**

Keep existing story locations and IDs. Add a downstream catalog keyed to
stable feature capabilities. Record product status, rendered subject,
data boundary, and declared review dependencies separately. Use
dedicated maintenance and review skills to reconcile drift and report
evidence.

**Reason and benefit**

The catalog makes existing examples reusable without treating mock
behavior or old designs as production acceptance. The feature map
remains independent of Storybook.

## What Changed

- Add `maintain-storybook` and `review-storybook` skills with
contributor guidance.
- Inventory all 223 story files. Generate a feature index and provide
searchable navigation in the existing Overview story. Track direct
subjects through relative imports and local wrappers, including the
primitives demonstrated by foundation suites.
- Add a checker for inventory, capability references, duplicate IDs, and
declared-source drift, with eight regression tests. The parser test
covers real nested CSF files, export filters, explicit IDs, and play
counts.
- Preserve historical designs and classify mixed wrappers. Record the
initial audit and remaining parity work.
- Align the question-dismiss/send fixture with production behavior. Add
dismissal and confirmation-reopen regressions and repair the editor
selector.
- Exclude three exported fast-response fixtures from story discovery and
add the missing render-time callback spy.

## Verification

- Passed: `node scripts/storybook-catalog.mjs`, `node --test
scripts/storybook-catalog.test.mjs` (8 tests), and `node
scripts/check-maps.mjs`.
- Passed: validators for both new skills, `pnpm check:token-gates`,
`pnpm -r typecheck`, and `pnpm build`.
- Passed: final Storybook build; nine selected browser `play` cases;
three fast-response render cases; feature-guide search/link navigation;
question-fixture reset on reload.
- Built-index comparison preserved all 2,208 original story IDs and
added only two new regression cases.
- Passed: `pnpm exec vitest run --project @paperclipai/ui` (728 files,
8,176 tests).
- The full `pnpm test:run` has reported a 15-second timeout in the
untouched backend case `connects advertised Workspace gmail.read without
mutating definitions in authenticated`. The exact test passed standalone
without changing code, expectations, or timeouts. The remaining broad
run was stopped after this failure. The full suite is not verified.
- Visual comparison is blocked by the existing empty baseline manifest.
The managed-accounts API/DB fixture was not started. See
`maps/storybook-map/REVIEW.md` for exact scope.

## Risks

- This is an initial inventory and targeted audit. 188 suites still
require deeper state and fixture parity review.
- Review hashes cover declared dependencies. They do not follow all
transitive production imports or prove semantic correctness.
- The catalog requires upkeep when stories, mapped recipes, or declared
subjects change. Shared mocks still need feature-by-feature contract
review.
- No production application source, database schema, or upstream
feature-map contract changes.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, shell tools, file editing, and
Chromium browser verification. The exact runtime model ID and context
window are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-10-12 17:20:00 -05:00
DottaandPaperclip 7d9b93aee2 docs: establish paired feature and agent access maps (#16025)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Contributors use the feature map to understand and verify product
capabilities.
> - Agents need APIs and usable entry points within their permission
boundaries.
> - Product recipes and agent access need separate records with shared
capability IDs.
> - This pull request establishes that contract and gives maintenance
ownership of both maps.
> - The benefit is repeatable access review without changing product
behavior or permissions.

## Linked Issues or Issue Description

Refs: #15983, which added the portable verification skills and updated
the feature map. This is its contract-only follow-up. Related: #15288
added the original feature map.

**Issue type**

Missing documentation and maintenance contract.

**Where is the issue?**

The product map, its missing agent access companions, and the
verification skills.

**What's wrong?**

There is no shared convention for API presence, agent entry points,
permission boundaries, access gaps, or evidence. An API declaration does
not prove that a permitted native or remote agent can use it.

**Suggested fix**

Keep the product and agent access maps as siblings under `maps/`. Reuse
capability IDs. Record representative source inventory separately from
operation review and live proof. Keep both maps aligned through the
maintenance skill.

## What Changed

- Move the existing product map to `maps/feature-map/`. Preserve its
recipes and Poteto format. Update relative links and add companion
links.
- Add `maps/agent-access-map/` with 35 area files and 171 matching
capability IDs. Seed representative API operations, agent paths,
policies and known gaps from the reviewed source inventory. Mark entries
as `baseline`, `source-only`, and live verification `not-run`.
- Define the shared contract in `maps/README.md`. Track API presence,
agent availability, policy, evidence and review depth separately.
Require operation enumeration before marking a broad capability
operation-reviewed.
- Extend `maintain-verification-skill` to reconcile both maps and
inspect actual route policy and production tool admission. Update
creation, verification, notices and contributor references to use the
shared contract.
- Add `scripts/check-maps.mjs` and ten regression tests. Check matching
areas/IDs, indexes, references, contract fields, API method/path
examples, justified exceptions and evidence-state consistency.
- Keep the coverage inventory unchanged. Preserve skill invocation
policies and both MIT license blocks. No product API, permission, UI,
runtime helper, migration, dependency or workflow changes.

## Verification

- Passed: `node scripts/check-maps.mjs` reports 35 paired areas and 171
matching capability IDs. All local map references resolve.
- Passed: `node --test scripts/check-maps.test.mjs` runs ten tests.
Fixtures cover missing companions, renamed/orphan/duplicate IDs, broken
references, missing operation fields, empty exceptions, missing API
examples, empty policy fields, and verified evidence without passed
verification.
- Passed: metadata validation for all three verification skills. Skill
and contributor links resolve. Invocation policies and both license
blocks are unchanged.
- Compared relocated recipes with current master. Contents differ only
in relative links and companion links. `coverage.json` is byte-for-byte
unchanged. Master's updated read-only interaction test reference is
retained.
- Passed: `git diff --check`. The branch starts from current master and
contains only this contract change.
- Repository-wide typecheck, tests and build were not run locally for
this documentation and Node structural-check scope. Live agent access
was not exercised. Those gaps are explicit in the baseline entries; the
structural check does not certify behavior. CI and automated review are
pending.

## Risks

- The companions are representative source baselines. They are not
complete operation inventories or passed agent journeys.
- The checker cannot establish actual permissions, native tool
admission, operation completeness or truthful live evidence. Maintenance
must inspect source and verify with the actual permitted agent context.
- External links to the old product-map directory may need updates.
Repository references have been updated.
- Existing access gaps and board/user restrictions remain recorded. This
contract does not change authority or implement missing paths.

## Model Used

OpenAI GPT-6 through Codex assisted with this change. The session does
not expose the exact serving model ID, configured context-window size,
or reasoning setting. Capabilities used: source analysis, file edits,
shell commands, and structural regression 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
- [ ] 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>
2026-10-12 14:52:28 -05:00
DottaandPaperclip cc88b61c09 feat: add portable verification skills and refresh the feature map (#15983)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Contributors use the feature map to select verification recipes.
> - The repository needs separate skills to create a verifier, maintain
recipes, and run checks.
> - Shared recipes must match current routes, controls, and
prerequisites.
> - This pull request adds portable verification skills and updates the
existing map.
> - The benefit is a repeatable verification workflow with clear
ownership and evidence limits.

## Linked Issues or Issue Description

Refs: #15288, which added the existing feature map. The related test
cleanup in #15978 changes test ownership; this PR changes skill
instructions and recipes.

**Issue type**

Missing documentation and outdated verification instructions.

**Where is the issue?**

The project-local skills in `.agents/skills/` and the recipes in
`feature-map/`.

**What's wrong?**

The repository lacks the portable creation and maintenance skills. The
verifier mixes live verification with map editing. Some recipes describe
old controls or omit required flags, identities, and provider setup.

**Suggested fix**

Import the skills and their complete references from Paperclip's pstack
fork. Keep the existing map in its current directory. Let the verifier
read recipes and report drift. Let the maintenance skill update the map.

## What Changed

- Add `create-verification-skill` and `maintain-verification-skill` from
the portable fork of Poteto's pstack. Include invocation policies, all
feature-map examples, self-contained attribution notices and the full
MIT license in each skill folder.
- Use the existing `feature-map/` directory and Poteto's recipe format.
Omit the fork's separate runtime skill and runtime-skill dependencies
because Paperclip supplies execution.
- Add `verify-paperclip` with executable launch, readiness, onboarding,
and cleanup helpers. Use isolated temporary data and separate evidence
directories.
- Make `verify-paperclip` consume the map and report recipe drift. Give
map editing to `maintain-verification-skill`.
- Review all 35 feature files and correct 30 recipes. Clarify routes,
flags, current controls, persistence scope, and the limits of linked
tests.
- Remove the unrelated Conference Room flag change from the onboarding
smoke helper.
- Add a standard-library ownership test. It proves that doctor and stop
reject a foreign checkout without stopping its live server. A
delayed-exit fixture also proves cleanup waits for runtime exit.
- Keep audit screenshots and scratch reports outside the repository. No
product code, migrations, lockfile, or workflow changes.

## Verification

- Passed after rebase: metadata validation for all three skills, Python
syntax and executable checks, JavaScript syntax, 35-entry map/index
consistency, relative links, license preservation, and `git diff
--check`.
- Ran one isolated live audit before rebase. Checked task persistence,
document upload/download bytes, goal hierarchy, project edits, search,
local process Agent Chat, question replies, queued-message discard/stop,
and a harmless loopback MCP call.
- Checked local settings and draft flows. Synthetic cost events reached
a small budget limit and paused the test agent. These checks do not
prove external model quality or provider billing.
- Checked cleanup of the audit server, database, local MCP fixture, and
workspace service inventory.
- Passed: `pnpm -r typecheck`.
- Greptile: 5/5 on commit `4344ac4df7`. The cleanup finding is fixed and
its review thread is resolved. A fresh review is pending for the notice
relocation.
- Passed: `python3 -m unittest discover -s
.agents/skills/verify-paperclip/tests -v`. Both tests pass: the foreign
fixture stayed alive after rejection, and owned cleanup waited for
delayed runtime exit.
- Passed: `pnpm build`.
- All GitHub CI checks were green on commit `4344ac4df7`. The cloud-auth
browser shard passed after one retry for a disposed mocked API response.
The notice relocation passed skill metadata, relative-link, and
license-preservation checks; fresh CI/review is pending.
- The full local `pnpm test:run` did not complete. It was interrupted
after nearly 30 minutes once the complete CI suite passed on the same
commit. Exit code: 130. The new helper safety tests passed locally. The
local full-suite checklist item stays unchecked.
- Full live coverage is incomplete. Authenticated multi-user checks and
external provider journeys need their own identities, credentials, and
targets.
- The corrected onboarding helper could not be re-tested after removing
the flag mutation. Two fresh launches failed before server startup.
Direct PostgreSQL initialization reported exhausted shared-memory IDs or
limits. The host had free disk space. No host-wide limits or unrelated
instances were changed.

## Risks

- Recipe drift can return as the UI changes. The map records
verification scope, not proof of a passed journey.
- The new helpers assume a source checkout with installed dependencies,
Python, Node, and `lsof`. The onboarding helper also needs Playwright.
- The local audit found observations that need separate investigation:
an action test returned fixture data while the connection control showed
Off and native profiles existed; a failed status-card setup task left
the card showing Setting up. Workspace service start also did not reach
a running state. This PR does not change product behavior or redefine
those outcomes as success.
- The main audit trace did not finalize during browser shutdown.
Screenshots, text captures, and iteration results were retained.
- Live evidence was captured before rebase. The onboarding helper
re-test and full provider/auth qualification remain incomplete.

## Model Used

OpenAI GPT-6 through Codex assisted with this change. The session does
not expose the exact serving model ID, configured context-window size,
or reasoning setting. Capabilities used: source analysis, read-only
source subagents, file edits, shell commands, and browser automation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] 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>
2026-10-12 13:31:44 -05:00
DottaandPaperclip 18989a9e73 docs: add eval guide, authoring skills, and public history hub (#13535)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its evaluations test both the Runner and complete product workflows.
> - The guides and run histories are in separate places.
> - The shared Evalbook viewer can make the test boundary unclear.
> - This pull request names the two families and adds a guide, authoring
skills, and a public hub.
> - Contributors can choose the correct test and inspect its history.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

Runner and Product E2E evaluation guides, case-authoring procedures, and
public result navigation.

**What's wrong?**

There is no single entry point. A report format can be mistaken for an
execution boundary. There are no dedicated case-authoring skills for
these two families.

**Suggested fix**

Add a guide and three skills. Link both existing histories from a public
hub. Keep existing campaign URLs and grading unchanged.

## What Changed

- Add `doc/evals.md` and links from existing guides.
- Add the `paperclip-evals`, `add-runner-eval`, and
`add-product-e2e-eval` skills. Install copies in
`~/paperclipai/.agents/skills`.
- Add a static hub builder that reads the existing public history feeds.
- Show a dated snapshot for each family. Label partial campaigns and
preserve measurement dates across report refreshes.
- Document publication and refresh commands for
https://pages.paperclip.ing/evals/.

## Verification

- Seven Python summary tests pass: `python3 -m unittest discover -s
scripts/evals-hub -p 'test_*.py'`. Run these checks directly; this PR
does not modify package scripts.
- All three skills pass the skill-creator `quick_validate.py` check with
`/usr/bin/python3`.
- Build tested with saved history fixtures and the live public feeds.
- Desktop and mobile browser checks pass. The mobile page has no
horizontal overflow.
- Published https://pages.paperclip.ing/evals/. Browser check: HTTP 200,
no page errors, all eight links return HTTP 200, no mobile overflow.
- Independent skill exercises found the existing Notion-decline case and
a direct Runner permission-denial case. Roster validation with an
explicit run ID passes.
- Missing refresh measurement date: regression fails before the fix and
passes after it.
- `git diff --check` passes.
- No paid evals were run for this documentation and reporting change.
The preceding head passed typecheck, build, server/workspace tests,
runner verification, browser E2E, and the canary dry run. Checks for the
latest commit are pending. Local repository-wide typecheck, test, and
build were not repeated because no product code changed.

## Risks

The hub is a dated static snapshot. It can lag behind the linked
histories until an operator refreshes it. A changed history schema stops
the build. Existing archives and grades are not modified. The published
guide link is pinned to the reviewed commit so branch deletion cannot
break it. Later builds can use master.

## Model Used

OpenAI gpt-6-astra for implementation and review. OpenAI gpt-5.6-luna
for documentation and independent skill checks. Both used repository
tools and code execution. Context window sizes are not exposed by this
session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 08:41:06 -05:00
DottaandPaperclip f1d57863d2 fix: make connection checks and task handoffs reliable (#13404)
Preserve connection-probe outcomes through cleanup, reduce unrelated startup work, and report selected Claude authentication accurately. Make artifact download actions match their labels.

Route delegated feedback through its active child, retain accepted messages across completion, and avoid redundant worker runs for proven closing notes. Preserve explicit follow-ups, human input, company boundaries, source provenance, and mixed issue references.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-14 10:06:06 -05:00
DottaandPaperclip 9132e8279f chore(skills): allow verified PR merges (#13313)
## Thinking Path

> - Paperclip uses repository skills to guide agent work.
> - The PR preparation skill controls the pull request workflow.
> - One hard rule prevents an agent from merging a verified pull
request.
> - The requested workflow must permit that action when other authority
allows it.
> - This pull request removes only that one rule.
> - All other PR safety and review rules stay unchanged.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `prepare-paperclip-pr` agent workflow.

**Current behavior**

The skill always prohibits the agent from merging a pull request itself.

**Proposed behavior**

The skill no longer adds that universal prohibition. Other permissions
and workflow rules still apply.

**Reason and benefit**

An authorized workflow can merge a verified pull request without
conflict with this skill.

**Breaking changes**

The skill no longer blocks every agent-initiated merge.

## What Changed

- Remove the single universal no-merge rule from the PR preparation
skill.

## Verification

- Confirm the pull request changes one file and deletes one line.
- Run `git diff --check` against the pull request commit.

## Risks

- An agent can merge when its other instructions and permissions allow
it.
- Existing review, CI, and work-preservation rules remain in place.

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

## Model Used

- OpenAI Codex, GPT-5.6, with reasoning and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] 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>
2026-09-12 09:03:07 -05:00
Devin Foley 890ab9acfe feat(release): thorough notes skeletons — nest each PR's summary at creation (#12124)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release workflow drafts the upcoming stable's notes skeleton the
moment a beta publishes
> - That skeleton was a bare list of commit subjects, so the notes only
reached the shipped stable's depth after a later authoring pass during
the soak
> - Stable release notes are consistently verbose and thorough; the
initial draft should start that way too
> - This pull request nests each referenced PR's own summary under its
subject line at creation time, and states the density bar in the
authoring skill
> - The benefit is a thorough raw document from day one of the soak,
with no LLM tokens in Actions

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The `draft_stable_notes` skeleton generated at beta publish
(`scripts/draft-stable-notes.sh`).

**Current behavior**

The skeleton groups bare commit subjects by conventional-commit type.
All substance arrives later, when a maintainer or agent rewrites it —
reviewed maintainer feedback: stable notes are a lot more verbose, and
the initial beta notes should be consistent with that.

**Proposed behavior**

Each subject that references a PR carries that PR's own summary nested
beneath it — the PR template's "What Changed" bullets, else the first
prose lines — fetched best-effort via `gh` and skipped silently when
unavailable. The release-changelog skill now states the density bar
explicitly: the beta-keyed draft ships verbatim as the stable's notes
and is written at the previous stable's depth from the first pass.

**Reason and benefit**

The notes author starts from a thorough raw document instead of a commit
list, and beta-time notes match the verbosity the stable will ship with.

## What Changed

- `scripts/draft-stable-notes.sh`: `enrich_pr` nests PR summaries under
subjects; best-effort (`gh` failure or
`DRAFT_NOTES_SKIP_PR_ENRICHMENT=1` degrades to today's output);
pipefail-safe when a "What Changed" section has no bullets.
- `.github/workflows/release.yml`: the `draft_stable_notes` step gets
`GH_TOKEN` so `gh` can read PR bodies.
- `.agents/skills/release-changelog/SKILL.md`: "write at full stable
depth from the first pass" guideline.
- `scripts/draft-stable-notes.test.mjs`: three new tests — enrichment
rendering via a fake `gh`, silent degradation without one, and the
sparse-body case that previously killed the script under `set -o
pipefail`.

## Verification

- `node --test scripts/draft-stable-notes.test.mjs` — 11 pass.
- Live run against the real repository for the current beta
(`2026.818.0-beta.1`, 172 commits): exit 0, 439 nested summary lines;
spot-checked entries carry the correct PRs' What Changed bullets.
- `bash -n` on the script; `release.yml` re-parsed as YAML.

## Risks

- Low: the publish path is untouched; enrichment is read-only `gh` calls
in the post-publish draft job and degrades to the current skeleton on
any failure. Roughly one API call per commit in the range (~170 today) —
well inside the token's rate budget, adds a couple of minutes to a job
with a 10-minute timeout.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-24 20:51:33 -07:00
Devin Foley 927ef58d04 docs(skills): changelog entries describe deltas, not repeats (#11663)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable release notes are drafted per release from the commit range
since the previous stable
> - Features evolve across consecutive releases, so a correct range
still produces entries that re-describe what the previous notes already
introduced
> - The first channel-train draft did exactly that for four themes, and
review caught it against the published previous changelog
> - This pull request adds the missing framing rule to the changelog
skill and mirrors it in the Discord skill
> - The benefit is that consecutive releases read as a progression
instead of repeating themselves

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The authoring guidance in `.agents/skills/release-changelog/SKILL.md`
and `.agents/skills/release-changelog-discord-message/SKILL.md`.

**Current behavior**

The skills define the range and the sections but say nothing about
features the previous stable's notes already introduced. A draft for a
follow-up release naturally re-describes them as if they debuted
(observed in the v2026.821.0 draft: the chat conversation view, sandbox
output streaming, the raised import cap, and the channel system — all
already announced in v2026.817.0's notes).

**Proposed behavior**

The changelog skill instructs the author to read the previous stable's
notes first and phrase already-introduced features as deltas ("last
release introduced X; this release makes it the default"), demoting
follow-through themes out of Highlights. The Discord skill's highlight
guidance mirrors the rule.

**Reason and benefit**

Consecutive changelogs read as a progression; readers of both releases
never see the same debut twice.

## What Changed

- `.agents/skills/release-changelog/SKILL.md`: a "describe deltas, not
repeats" guideline in Step 4, with the read-the-previous-notes
instruction and the headline-demotion rule.
- `.agents/skills/release-changelog-discord-message/SKILL.md`: one
mirrored bullet in the template notes.

## Verification

- Docs-only; proofread. The rule matches the fix applied to the live
v2026.821.0 draft (#11661), which is the worked example of what it
prevents.

## Risks

- None; docs-only.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-18 16:41:00 -07:00
Devin Foley 664052f8ea feat(release): draft stable notes at beta publish, read them from master at promotion (#11567)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The release channel system promotes builds canary → nightly → beta →
stable, and stable releases publish a GitHub Release from
`releases/vYYYY.MDD.P.md`
> - The stable lane requires that notes file to exist inside the
promoted source commit, but the file is named for the promotion date,
which is unknown when the source commit is created
> - A promoted beta can therefore never pass the notes check: every
happy-path stable is forced through the candidate-branch fix path, with
a soak-gate justification, for a notes-only change
> - This pull request drafts the notes automatically when the beta is
published and lets the stable promotion read them from `master`
> - The benefit is a walkable stable happy path: the soak gate stays
exact, notes get a real review window during the soak, and the
justification path returns to its real purpose (cherry-picked fixes)

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The stable promotion path in the release channel system (`release.yml`,
`scripts/release.sh`).

**Current behavior**

`release.sh stable` requires `releases/vYYYY.MDD.P.md` in the
checked-out source tree, and `publish_stable` checks out the exact
promoted SHA. The soak gate requires a `beta/v*` tag to point at that
same SHA. No commit can satisfy both for a promoted beta, so a stable
promotion must cut a candidate branch with a notes-only commit and
bypass the soak gate with a written justification. Release notes are
also written at promotion time, under time pressure, with no review
window.

**Proposed behavior**

When a beta publishes, a `draft_stable_notes` job generates a grouped
notes skeleton at `releases/beta/v<beta-version>.md` and pushes it to a
machine-owned branch; a human opens the PR and edits it during the 3-day
soak. The stable preflight resolves notes before the `npm-stable`
approval gate: source-tree notes first (the candidate fix path,
unchanged), then the merged beta-keyed file on `master`; it fails early
with the missing path named when neither exists. After the stable ships,
a canonicalization job pushes a branch that moves the file to
`releases/vYYYY.MDD.P.md`.

Related (not duplicates): #11006 and #11008 introduced the nightly and
beta lanes this builds on; older changelog PRs (for example #10669)
authored notes manually at promotion time, which is the flow this
replaces.

**Reason and benefit**

The happy path becomes: promote the exact soaked SHA, no justification,
notes reviewed during the soak instead of written at the gate. The
`releases/vYYYY.MDD.P.md` invariant still holds durably via the
canonicalization PR.

## What Changed

- `scripts/release.sh`: new `--notes-file PATH` (stable only) overrides
where the pre-publish notes check looks, so notes can live outside the
source checkout without dirtying the worktree.
- `scripts/create-github-release.sh`: same `--notes-file` override for
the GitHub Release body.
- `scripts/draft-stable-notes.sh` (new): deterministic skeleton
generator — commit subjects from the newest stable tag (falling back to
the previous beta, then full history) to the beta's source commit,
grouped into Features / Fixes / Other.
- `.github/workflows/release.yml`:
- `draft_stable_notes` job after `publish_beta`: runs the generator and
force-pushes `release-notes/v<beta-version>`; the job summary links the
compare page. It recreates the beta tag locally if the tag push was
rejected (the known workflows-permission case), so drafting is not
blocked on manual tag recovery.
- `preflight_stable`: computes the target stable version (`release.sh
stable --print-version`) and resolves the notes source (`source_tree` →
`master_beta` → fail early / warn on dry run); new outputs.
- `publish_stable`: materializes `master`-side notes into `RUNNER_TEMP`
and passes `--notes-file` to both scripts; outputs the published stable
version.
- `canonicalize_stable_notes` job: pushes the `git mv` branch after a
stable that used `master`-side notes.
- `doc/RELEASING.md`, `doc/RELEASE-CHECKLIST.md`: document the
drafted-notes flow, the preflight resolution order, and the
canonicalization step; the LLM changelog flow now targets the draft
branch during the soak.
- `.agents/skills/release-changelog/SKILL.md`,
`.agents/skills/release-changelog-discord-message/SKILL.md`: the
notes-authoring skills now describe this flow — range ends at the beta
source commit (not `HEAD`), the file is beta-keyed on the
`release-notes/v<beta-version>` branch (seeded with
`scripts/draft-stable-notes.sh` for betas that predate the automation),
and the canonicalization link caveat is called out for announcements.

## Verification

- `node --test scripts/draft-stable-notes.test.mjs` — 6 tests, temp
git-repo fixtures: grouping, stable-tag range, previous-beta and
full-history fallbacks, default output path, malformed version, missing
tag.
- `node --test scripts/release-lib.test.mjs` — unchanged suite still
green.
- `bash -n` on both changed shell scripts; `release.yml` re-parsed as
YAML.
- `./scripts/release.sh stable --print-version` unchanged (prints the
next stable version); `--notes-file` on a non-stable channel fails with
a clear error.
- Not exercised end-to-end: the new workflow jobs need a real beta
publish to run. The first beta after merge is the live test; the draft
job is additive and cannot affect the publish result (it runs after
`publish_beta` completes).

## Risks

- Low risk to publishing itself: `--notes-file` defaults preserve
today's behavior everywhere; the draft and canonicalization jobs are
additive and run after the publishes succeed.
- The preflight now fails a real stable run when no notes are found.
That is the intended fail-early behavior (it previously failed later,
inside `publish_stable`, after the `npm-stable` approval).
- `draft_stable_notes` force-pushes only the machine-owned
`release-notes/v<beta-version>` branch; a beta re-cut regenerates it
cleanly.
- The stable version computed at preflight could differ from the
published one if a run crosses UTC midnight between the two jobs; the
materialized notes are passed by path, so the publish still succeeds,
and the canonicalization job uses the actually-published version.

## Model Used

Claude Fable 5 (Claude Code)



## Pre-submission 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
2026-08-17 20:47:23 -07:00
Devin Foley adfb357223 docs(skills): maintain the release-credits exclusion list (#11588)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Stable release notes end with a Contributors section that credits
community contributors
> - The release-changelog skill excluded founders from that list, but
had no rule for non-founder core contributors
> - A release-notes draft therefore credited two core contributors as
community contributors
> - This pull request makes the exclusion list canonical in the
changelog skill and adds the core contributors
> - The benefit is that release credits consistently mean "community",
with one list to maintain

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The Contributors rules in `.agents/skills/release-changelog/SKILL.md`
and the Community-section rules in
`.agents/skills/release-changelog-discord-message/SKILL.md`.

**Current behavior**

The changelog skill says to exclude "Paperclip founders (e.g.
`cryppadotta`, `forgottendev`, `devinfoley`, `sockmonster`,
`scotttong`)". Core contributors who are not founders are not covered,
so drafts credit them in the community list. The Discord skill refers to
"founders" in two places.

**Proposed behavior**

The changelog skill holds the canonical exclusion list of specific folks
— now including `nguyenm7`, `nickyleach`, and `tonio-alucema` — and both
Discord-skill references defer to that one list.

**Reason and benefit**

Release credits consistently mean community contributions, and there is
exactly one place to update when the core team changes.

## What Changed

- `.agents/skills/release-changelog/SKILL.md`: the exclusion rule names
specific folks, is the canonical list, and adds `nguyenm7`,
`nickyleach`, and `tonio-alucema`.
- `.agents/skills/release-changelog-discord-message/SKILL.md`: both
references ("Community" template note and the final checklist) defer to
the changelog skill's canonical list.

## Verification

- Docs-only change; rendered and proofread. No workflow, script, or test
surface is touched.

## Risks

- None beyond docs accuracy. If the canonical-list wording lands after
#11567 (which touches other sections of the same files), Git merges them
cleanly — the edited regions do not overlap.

## Model Used

Claude Fable 5 (Claude Code)

## Pre-submission 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
2026-08-17 19:51:13 -07:00
Nicky LeachandPaperclip fdb9a4880d fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip provides CLI commands and guidance for operators and
agents
> - The `pnpm paperclipai` script can pass argument values through a
shell
> - Shell re-parsing can execute command substitutions inside quoted
values
> - This pull request routes guidance through inert-argv `npx
paperclipai` commands and adds regression coverage
> - The benefit is safer operator guidance across documentation and
runtime hints

## Linked Issues or Issue Description

This pull request fixes a command-injection-class defect in Paperclip
CLI guidance.

**What happened?**

The `pnpm paperclipai <sub> --flag "$VALUE"` form can re-parse argument
values through a shell. A command substitution inside a quoted value can
execute on the host.

**Expected behavior**

Paperclip guidance must pass CLI values as inert argument values.
Host-derived values must not appear in copyable commands.

**Steps to reproduce**

1. Run a Paperclip guidance command that uses the `pnpm paperclipai`
script.
2. Provide a quoted value that contains a command substitution.
3. Observe that the shell can evaluate the substitution before the CLI
starts.
4. Compare the result with the `npx paperclipai` form.

**Paperclip version or commit**

`5670984b75d109950c968542a0111ebb6967f4da`

**Deployment mode**

All deployment modes that show or use the affected CLI guidance.

**Installation method**

Built from source and installed CLI guidance.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Database mode**

Not database-related.

**Access context**

Both.

**Additional context**

The earlier merged PR
[#11343](https://github.com/paperclipai/paperclip/pull/11343) used the
unsafe `pnpm exec paperclipai` form. This fresh PR replaces that
guidance with the safe `npx paperclipai` form.

## What Changed

- Standardize documentation and runtime hints on `npx paperclipai`.
- Remove the broken `pnpm exec paperclipai` guidance.
- Use a static `<host>` placeholder in private-hostname guidance.
- Add regression tests for unsafe forms, continued lines, static hosts,
and offline guidance.

## Verification

- `git diff --check
origin/master...origin/fix/paperclipai-cli-npx-safe-invocation` passes.
- The branch adds `server/src/__tests__/cli-invocation-safety.test.ts`
and updates private-hostname tests.
- CI must run the new tests, typecheck, lint, and build checks.
- Local Vitest execution was not available because this worktree has no
installed Vitest binary.

## Risks

- The change affects operator and agent documentation text.
- The runtime hints now show `<host>` instead of a request-derived host
value.
- No database schema or migration changes exist.
- CI will detect any missed unsafe invocation or type error.

## Model Used

OpenAI GPT-5, exact model ID `gpt-5`, with tool use and code-review
assistance. The model used repository inspection, Git operations, and PR
preparation.

## 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] CI ran the test suites and they pass; local test execution was
unavailable in this worktree
- [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 addressed all Greptile and reviewer comments before requesting
merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-14 22:11:16 -07:00
Nicky LeachandPaperclip 5ca7b4c1fe fix(security): standardize paperclipai CLI guidance on safe npx path (#11343)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip provides CLI guidance to agents and operators through
documentation and runtime messages.
> - Content-bearing `pnpm paperclipai` examples send arguments through a
shell.
> - Shell evaluation can execute command substitutions in untrusted
argument content.
> - Runtime hostname guidance can also place request-derived content
inside a shell command.
> - This pull request uses `npx paperclipai` for content-bearing
guidance and uses a static hostname placeholder.
> - The benefit is safer copy-paste guidance for agents and operators.

## Linked Issues or Issue Description

**Issue type**
Incorrect information

**Where is the issue?**
CLI guidance in `doc/CLI.md`, `skills/paperclip/SKILL.md`,
documentation, and runtime-generated hints.

**What's wrong?**
Content-bearing `pnpm paperclipai` commands can pass argument text
through `/bin/sh`. Shell command substitution in an argument can execute
before the CLI receives the value.

**Suggested fix**
Use `npx paperclipai` for content-bearing commands. Use a static
`<host>` placeholder when runtime guidance displays the allowed-hostname
command.

## What Changed

- Replace content-bearing `pnpm paperclipai` examples with `npx
paperclipai` across the documentation and agent-facing guidance.
- Update runtime-generated CLI hints to use a static `<host>`
placeholder.
- Add safety notes to `doc/CLI.md` and `skills/paperclip/SKILL.md`.
- Add scans and regression tests for unsafe invocation and hostile
hostname headers.
- Keep fixed lifecycle commands and `pnpm --filter @paperclipai/*` build
commands unchanged.

## Verification

- Run `tsc --noEmit` for the changed server files.
- Run `cli-invocation-safety.test.ts`.
- Run `private-hostname-guard.test.ts`.
- Confirm that hostile hostname headers do not enter shown shell
commands.
- Confirm that the three commits contain the required Paperclip
co-author trailer.

## Risks

- This change updates documentation and diagnostic text across many
surfaces.
- Fixed lifecycle and setup commands remain unchanged.
- The tests fail if content-bearing `pnpm paperclipai` guidance returns.
- The change does not alter the CLI argument parser.

## Model Used

OpenAI Codex, GPT-5, tool use, code execution, and repository review
assistance.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-13 16:43:21 -07:00
DottaandClaude Fable 5 66575fe519 fix(paperclip-page): scope uploader credentials to the publish helper (#10894)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents publish static pages with the paperclip-page skill and its
`publish.sh` helper
> - The skill docs told operators to bind the page-uploader IAM keys as
the global `AWS_ACCESS_KEY_ID` / `AWS_SECRET_ACCESS_KEY`
> - Static env keys have precedence over `AWS_PROFILE` in the AWS CLI
and in all AWS SDKs
> - Because of this, each agent run lost the host role identity and lost
access to Secrets Manager and other AWS services
> - This pull request adds namespaced credential variables that apply
only to the helper's own `aws` calls
> - The benefit is a stable host AWS identity in agent runs, with no
change to page publishing

## Linked Issues or Issue Description

No public GitHub issue exists. Description of the problem:

**What happened?**

Agent runs on a host with `AWS_PROFILE` set lost access to AWS Secrets
Manager. The failures looked intermittent. The cause is deterministic:
the page-uploader keys were bound as global `AWS_ACCESS_KEY_ID` /
`AWS_SECRET_ACCESS_KEY` in agent run environments. These static keys
shadow `AWS_PROFILE`. Each process in the agent run then used the
S3-upload-only uploader identity.

**Expected behavior**

The page-uploader credentials apply only to the page publish helper. All
other processes keep the host identity from `AWS_PROFILE`.

**Steps to reproduce**

1. Set `AWS_PROFILE` to a role with Secrets Manager access.
2. Export `AWS_ACCESS_KEY_ID` / `AWS_SECRET_ACCESS_KEY` for an IAM user
without that access.
3. Run `aws sts get-caller-identity`. The identity is the IAM user, not
the role.
4. Run `aws secretsmanager list-secrets`. The call fails with
`AccessDeniedException`.

## What Changed

- `publish.sh` reads `PAPERCLIP_PAGE_AWS_ACCESS_KEY_ID` and
`PAPERCLIP_PAGE_AWS_SECRET_ACCESS_KEY`, with optional
`PAPERCLIP_PAGE_AWS_SESSION_TOKEN`.
- The helper applies these values only to its own `aws` invocations. It
clears ambient `AWS_PROFILE` and `AWS_SESSION_TOKEN` for those calls.
- Credential precedence is: namespaced key pair, then
`PAPERCLIP_PAGE_AWS_PROFILE`, then the ambient credential chain.
Existing global-name bindings continue to work during migration.
- Validation: the key pair must be set together. The pair plus
`PAPERCLIP_PAGE_AWS_PROFILE` is an error. A session token without the
pair is an error.
- `SKILL.md` and `README.md` now instruct operators to bind the secrets
under the namespaced names and explain the shadowing hazard.

## Verification

- Run `node --test
.agents/skills/paperclip-page/scripts/publish.test.mjs`. All 11 tests
pass.
- New tests cover: the incomplete key pair, the pair-plus-profile
conflict, the token-without-pair error, and a fake-`aws` environment
capture that proves the helper's calls see the page keys while
`AWS_PROFILE` and `AWS_SESSION_TOKEN` stay unset.
- Run `bash -n .agents/skills/paperclip-page/scripts/publish.sh` for a
syntax check.

## Risks

- Low risk. The change is contained in one skill helper and its
documents.
- The ambient credential chain remains the fallback, so current
deployments do not break before operators rebind the secrets.
- Operators must rebind the two page secrets to the namespaced names to
get the benefit. The README documents this.

## Model Used

Claude Fable 5 (`claude-fable-5`), Anthropic. Context window: 1,000,000
tokens (128K max output). Agentic coding session with extended thinking
and tool use (Claude Code harness).

## Checklist

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

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-10 21:45:58 -04:00
DottaandPaperclip 70175d5b6f fix(garden-inbox): preserve declined candidates on reruns (#10586)
## Thinking Path

> - Paperclip uses company skills to give agents repeatable operating
workflows.
> - The garden-inbox skill asks a user to confirm reversible archive
candidates.
> - A user can leave a candidate unchecked because they want to keep it
visible.
> - A later confirmation pass currently checks that candidate again by
default.
> - This pull request adds a repeatable `--unselect` option for
candidates declined in an earlier pass.
> - The benefit is that repeated confirmation cards preserve the user's
prior choice and make that history visible.

## Linked Issues or Issue Description

**What happened?**

When an inbox gardening confirmation was created again, candidates
declined in an earlier pass could start checked again.

**Expected behavior**

The caller can identify previously declined candidates. Those candidates
start unchecked and explain why they are unchecked.

**Steps to reproduce**

1. Create a garden-inbox scan with an archive candidate in bucket A or
B.
2. Leave the candidate unchecked in a confirmation pass.
3. Create a later confirmation for the same candidate.
4. Observe that the default selection does not preserve the earlier
decline.

**Paperclip version or commit**

`7301fae942c3d5826974335cb40d6f1e0d95d1e0`

**Deployment mode**

Built from source.

## What Changed

- Added repeatable `--unselect ISSUE_ID` parsing to the garden-inbox
confirmation command.
- Removed those issue IDs from the default checked options.
- Added a description note for candidates declined in an earlier pass.
- Rejected `--unselect` values that are not offered by the current scan.
- Documented the repeat-pass workflow and added regression coverage.

## Verification

- `node --test
.agents/skills/garden-inbox/scripts/garden-inbox.test.mjs`
- `git diff --check origin/master...HEAD`

## Risks

- Low risk. The new option is opt-in, and existing confirmation behavior
is unchanged when it is omitted.
- An invalid issue ID now fails before any confirmation card is posted.

> 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 family. The runtime does not expose the exact
deployment model ID or context-window size. Reasoning, repository tools,
shell execution, and GitHub tools 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>
2026-07-31 18:53:16 -07:00
DottaandPaperclip a5d252d058 feat(skills): add confirmed inbox gardening workflow (#10462)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the Mine inbox to track work that needs their
attention.
> - Old terminal work can make that inbox difficult to review.
> - Inbox cleanup must not change issues, branches, or workspaces.
> - Operators also need to approve each cleanup set before Paperclip
hides any item.
> - This pull request adds a garden-inbox skill with scan, confirmation,
and apply stages.
> - The benefit is a safe and repeatable inbox cleanup workflow with an
explicit undo path.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting. This change adds an agent skill that calls existing
inbox, workspace, interaction, and archive APIs.

### Problem or motivation

Old terminal inbox entries can hide current work. Manual cleanup is slow
and can select the wrong entries. A single global result limit can also
hide rows from a large inbox.

### Proposed solution

Add a zero-dependency skill that classifies inbox rows, requests
checkbox confirmation, and archives only accepted rows for the current
user. Scan each relevant status separately, remove duplicate rows, and
report partial coverage if a status reaches its result limit.

### Alternatives considered

Automatic archive was rejected because it removes operator control. A
report-only tool was rejected because it does not complete the cleanup
workflow.

### Roadmap alignment

This is an agent skill. It does not add a new core product capability or
duplicate a planned roadmap item.

### Additional context

The apply stage changes only per-user inbox visibility. It provides the
archive API undo path for every successful item. A GitHub search found
no separate duplicate implementation; this pull request is the existing
result for the search terms.

## What Changed

- Added the `garden-inbox` skill workflow and command reference.
- Added a zero-dependency Node script with `scan`, `confirm`, and
`apply` commands.
- Added four exclusive classification buckets with machine-readable
reasons.
- Added per-status Mine scans, cross-status deduplication, and
partial-coverage reports for capped status results.
- Added chunked checkbox confirmations with deterministic idempotency
keys.
- Added strict accepted-option validation, per-item archive results, and
undo instructions.
- Added Node tests for classification, fail-safe inspection, accepted
selections, tampering, JWT decoding, URL normalization, and capped
scans.

## Verification

- Passed `node --check
.agents/skills/garden-inbox/scripts/garden-inbox.mjs`.
- Passed `node --test
.agents/skills/garden-inbox/scripts/garden-inbox.test.mjs`.
- Passed `pnpm -r typecheck` with inherited Paperclip runtime identity
variables removed.
- Passed `pnpm build` with inherited Paperclip runtime identity
variables removed.
- Ran `pnpm test:run`: 3,241 tests passed and 1 test skipped. One
unrelated current-base server integration assertion failed because it
received `heartbeat.scheduling_suppressed` instead of `issue_commented`
in `plugin-orchestration-apis.test.ts`. The exact test failed the same
way on one focused rerun. This pull request changes only
`.agents/skills/garden-inbox/**`.

## Risks

- Low risk. The skill is opt-in and does not change server or UI
behavior.
- `scan` and `confirm` do not mutate issues. `apply` only updates
per-user inbox archive visibility for accepted option IDs.
- API or workspace inspection failures keep items out of the archive
candidate set.
- A status result at the configured limit produces a visible
partial-coverage warning instead of claiming a complete scan.

> 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. See `CONTRIBUTING.md`.

## Model Used

- OpenAI `gpt-5.6-sol` through the Codex local adapter. The runtime did
not expose the context window size. The model used high-reasoning
coding, shell, API, and code-execution tools.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-30 16:36:46 -07:00
c62fa8d6a0 docs(agents): add create-paperclip-bundled-skill agent skill (#10477)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents learn repeatable procedures through skills, and Paperclip
ships a curated skills catalog in `packages/skills-catalog`
> - People frequently send agents an idea, a tweet, or a task and ask
for it to become a catalog skill
> - Until now no written procedure existed for that flow, so each
attempt rediscovered the catalog rules (frontmatter fields,
`catalog-ref.json`, manifest regeneration, test expectations)
> - This pull request adds a repo agent skill that documents the full
find-or-make-and-publish procedure
> - The benefit is that any agent can turn source material into a
correct catalog pull request on the first pass

## Linked Issues or Issue Description

No public issue exists. Feature description: agents that maintain this
repository need a documented procedure to (a) research whether a
requested skill already exists, (b) add it to the skills catalog as a
local skill or a pinned external reference, (c) include worked examples,
and (d) regenerate the manifest and open a pull request. This change
adds that procedure as an agent skill. Related PR: #10410 (a catalog
skill addition that this skill uses as its worked example).

## What Changed

- Added `.agents/skills/create-paperclip-bundled-skill/SKILL.md`. It
documents: source capture (tweet fetch via the `xc` CLI or delegation),
a FIND-before-MAKE search order, kind/category/slug placement rules, the
`catalog-ref.json` external-reference format, local `SKILL.md` authoring
rules, `examples/` requirements, manifest regeneration,
`shipped-catalog.test.ts` expectation updates, and the PR procedure.
- Added
`.agents/skills/create-paperclip-bundled-skill/examples/new-local-skill.md`.
It is a worked example of the MAKE path, based on the simplified-english
catalog skill (#10410).
- Added
`.agents/skills/create-paperclip-bundled-skill/examples/external-reference.md`.
It is a worked example of the FIND path, based on the last30days
external reference that ships in the catalog today.

## Verification

- `pnpm --filter @paperclipai/skills-catalog test` — 20/20 tests pass.
This suite scans `.agents/**/SKILL.md` frontmatter, so it validates the
new skill's description budget.
- All statements about the catalog builder were checked against
`packages/skills-catalog/src/catalog-builder.ts` and the live artifacts
(`catalog/optional/research/last30days/catalog-ref.json`, PR #10410).

## Risks

- Low risk. The change adds three markdown files under
`.agents/skills/`. No runtime code changes.

## Model Used

- Claude Fable 5 (Anthropic, model ID `claude-fable-5`), agentic coding
session with tool use (file edits, shell, test runs).

## 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 (branch name comes from the
managed execution workspace and cannot be renamed)
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable (no code paths
changed; existing frontmatter tests cover the new files)
- [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 Fable 5 <noreply@anthropic.com>
2026-07-30 07:40:33 -07:00
DottaandPaperclip aed4478c81 fix(pr-gardening): scope runs to instance-authored PRs (#10323)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Maintainers use the pr-gardening skill to keep referenced pull
requests reviewable and moving toward merge
> - The skill previously treated every recently referenced repository PR
as owned work, including community PRs and stale references
> - That oversized scope caused noisy reports, capped-search failures,
and follow-up actions aimed at PRs this Paperclip instance should not
manage
> - The workflow also stopped at reminders instead of dispatching the
repository's standard PR-preparation process
> - This pull request scopes gardening to the authenticated instance
identity by default and makes exclusions explicit and inspectable
> - The benefit is a smaller, ownership-correct queue that automatically
routes actionable PRs through the established preparation workflow

## Linked Issues or Issue Description

No public issue exists for this maintenance fix, so the bug report is
included inline.

### Pre-submission checklist

- [x] I searched existing open and closed issues and found no duplicate.
- [x] The behavior reproduces on the current `master` branch.
- [x] The behavior originates in Paperclip's repository skill, not an
adapter, provider, or local configuration.

### What happened?

The `pr-gardening` skill included community-authored and stale pull
requests in its actionable candidate set, aborted when issue-to-PR
extraction hit its cap, and only notified assignees rather than
dispatching the standard PR-preparation workflow.

### Expected behavior

By default, gardening should act only on PRs authored by the current
GitHub identity, report excluded community and stale PRs explicitly,
tolerate capped match sets, and dispatch actionable PRs through
`/prepare-paperclip-pr`. Operators should retain explicit overrides for
broader author scopes.

### Steps to reproduce

1. Run Stage A against issue history containing recently referenced PRs
from both the authenticated operator and community contributors.
2. Include an issue whose PR-reference extraction reaches the configured
match cap and an open PR with no activity inside the configured window.
3. Observe that the prior workflow admits non-owned and stale PRs,
aborts on the capped extract, and leaves Stage C at assignee reminders.

### Paperclip version or commit

Reproduced on upstream `master` at
`2568bdecc4577c60d76d58a45c5eaf3dc58f7e13`.

### Deployment mode

Local repository skill execution.

### Installation method

Built from source.

### Agent adapter(s) involved

Not adapter-specific; this is a repository maintenance skill.

### Database mode

Not database-related.

### Access context

Agent execution using the repository's authenticated GitHub CLI
identity.

### Node.js version

Current repository development environment.

### Operating system

Linux.

### Relevant logs or output

Live verification before the fix showed 264 community PRs entering
discovery scope. The corrected discovery retained 54 candidates, all
authored by `cryppadotta`.

### Relevant config

Default author resolution via `gh api user --jq .login`; no secret or
user-specific configuration is included.

### Additional context

The fix retains `--authors` and `--include-community` overrides for
intentionally broader maintenance runs.

### Privacy checklist

- [x] I reviewed all included output and configuration details for
secrets and PII.

## What Changed

- Resolve the default author allowlist from the authenticated `gh`
login, with `--authors` and `--include-community` overrides.
- Default the activity window to 14 days and record community-authored
and stale PRs in explicit dropped lists.
- Preserve capped issue-extract match sets with warnings instead of
aborting discovery.
- Add PR author and a one-line purpose summary to readiness data and
rendered reports.
- Rewrite Stage C to dispatch `/prepare-paperclip-pr` for PRs that need
gardening.
- Expand the focused Node test suite to cover the new scoping,
stale-drop, cap, summary, reporting, and guardrail behavior.

## Verification

- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 15/15
passing, including contributor-controlled Markdown escaping.
- `git diff --check origin/master...HEAD` — clean.
- Live discovery verification excluded 264 community PRs and retained 54
candidates, all authored by `cryppadotta`.

## Risks

- Low-to-moderate behavioral risk: default candidate scope is
intentionally narrower; operators who want community PRs must opt in
with `--include-community` or provide `--authors`.
- The authenticated `gh` login must be available unless an explicit
author override is supplied.
- No database, API, UI, migration, workflow, or dependency-lock 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, GitHub CLI access, and focused test execution. The original
implementation commit also records Claude Fable 5 assistance.

## 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 09:24:11 -05:00
DottaandPaperclip 53f09cb818 fix: prevent duplicate task creation and recovery loops (#9648)
## Thinking Path

> - Paperclip is the open source control plane people use to coordinate
AI-agent companies
> - Agents, routines, productivity review, and recovery services can all
create or re-trigger work
> - Repeated heartbeats or catch-up cycles can produce duplicate tasks
or repeat recovery actions before prior work is visible
> - The base duplicate-create and routine catch-up coalescing work has
now landed on `master` via related PRs while this PR was being prepared
> - This pull request carries the remaining hardening: bounded
idempotency retention, recovery cooldown/throttle fixes,
productivity-review query batching and ordering fixes, and regression
coverage
> - The benefit is fewer duplicate tasks, safer retries, and enough
provenance to diagnose any future recurrence

## Linked Issues or Issue Description

Agents can retry issue creation after ambiguous responses or
independently recreate the same child title, while recovery and
short-interval routine catch-up paths can repeat before prior work
settles. This can produce visible duplicate tasks and makes the
originating heartbeat difficult to identify.

Related work: Refs #8356 for caller-supplied issue-create idempotency
and Refs #9224 for plugin-scoped issue-create idempotency. Prior related
PR: #6936. The base issue-create deduplication and routine catch-up
coalescing pieces have since landed on `master` via #9650 and #9649;
this PR remains as the follow-up hardening stack on top of those
changes.

## What Changed

- Add 7-day retention for issue-create idempotency claims with indexed,
batch-limited cleanup so the claim table does not grow forever.
- Preserve recovery cooldown intent after terminal recovery actions are
closed, and throttle repeated source-scoped recovery work.
- Batch productivity-review source-activity checks to avoid repeated
per-source queries while keeping the no-action suppression behavior.
- Order productivity-review no-action streak windows by review creation
time, matching the window semantics even when completion timestamps are
out of order.
- Preserve generated issue IDs in route mocks used by backlog/assignment
contract tests.
- Document PR-gardening task deduplication expectations in the company
skill.
- Add focused regression tests for idempotency retention, liveness
recovery cooldowns, and productivity-review
batching/suppression/ordering behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed on latest head.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/productivity-review-service.test.ts
server/src/__tests__/issue-create-deduplication-routes.test.ts
--reporter verbose` — 2 files, 23 tests passed on latest head.
- `pnpm --filter @paperclipai/adapter-utils build && pnpm exec vitest
run --project @paperclipai/adapter-utils --reporter dot` — 30 files
passed, 476 tests passed, 8 skipped.
- `pnpm build` — passed on latest head.
- `pnpm -r typecheck` — passed on the rebased head before the final
productivity-review ordering commit; the latest touched server code is
covered by the server typecheck above.
- `pnpm check:token-gates` — passed.
- `pnpm test:run` — progressed through server, UI, CLI, shared,
skills-catalog, and DB sections, then exposed an adapter-utils
compiled-test fingerprint mismatch before rebuilding adapter-utils; the
adapter-utils project passed after rebuild, and the GitHub split PR
checks passed on the pushed head.

## Risks

- Caller-supplied idempotency replay is now bounded to 7 days; reusing
an old key after retention can create new work, which matches
retry-oriented idempotency semantics.
- Recovery and productivity-review timing changes may suppress redundant
follow-up work; focused tests cover the intended boundaries.
- Advisory locking and idempotency cleanup rely on PostgreSQL-compatible
transaction semantics already used by the production data layer.
- The migration extends the private claim table indexes without
rewriting existing issue rows.

> 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 based on GPT-5, with reasoning, repository editing,
shell/tool execution, and test execution. Exact model ID and
context-window size 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>
2026-07-16 17:00:53 -05:00
59fb27ff79 feat(inbox): let agents safely tidy user inboxes (#9724)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies and their work
> - The inbox is a per-user attention view, so archiving an item must
not alter the underlying issue, assignment, or status
> - Agents can help responsible users tidy resolved work only when the
action is company-scoped, reversible, policy-controlled, and fully
attributable
> - The database and authorization foundations landed in #9654 and
#9658, but the end-to-end archive routes, audit details, agent workflow
guidance, and operator UI still need to ship together
> - Separate stacked PRs #9659 and #9661 made the complete behavior
harder to review and land as one coherent capability
> - This pull request consolidates the remaining server,
shared-contract, documentation, skill, and UI work on top of current
master
> - The benefit is a single reviewable change that lets agents safely
archive responsible-user inbox items and lets users control or undo that
behavior

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting inbox management across shared contracts, server
authorization/routes/services, shipped agent skills, and the board UI.

### Problem or motivation

Agents may complete work whose issue remains in the responsible user's
Mine inbox. Existing board-user archive behavior does not provide the
agent-facing policy endpoints, target resolution, heartbeat-run
attribution, typed denials, conservative workflow guidance, or UI needed
for safe agent-managed cleanup.

### Proposed solution

Allow authorized agents to archive or unarchive responsible-user inbox
items under the user's open, allowlist, or disabled policy; preserve
actor/agent/run attribution in issue detail and activity records; expose
policy controls and agent archive attribution in the UI; and document
conservative cleanup rules for agents and PR gardening.

### Alternatives considered

- Reuse generic issue mutation permissions: rejected because inbox state
belongs to a target user and requires user-scoped authorization.
- Automatically archive every completed or closed item: rejected because
completion signals can still require human review or a decision.
- Keep the backend and UI as separate stacked PRs: superseded by this
consolidated PR so the complete user-visible behavior can be reviewed
and verified together.

### Related work

- Builds on merged foundations #9654 and #9658.
- Supersedes the remaining stacked changes in #9659 and #9661.
- `ROADMAP.md` has no overlapping inbox archive or inbox authorization
initiative.

## What Changed

- Added shared inbox-agent policy types and validators plus
company-scoped self-service policy routes and OpenAPI coverage.
- Enabled agent archive/unarchive mutations with responsible-user
targeting, policy enforcement, typed failures, attribution, idempotency,
and detailed activity auditing.
- Returned agent archive attribution in issue detail and documented
reversible inbox cleanup semantics in the implementation spec and
Paperclip skill.
- Added conservative PR-gardening inbox tidy guidance that keeps GitHub
access read-only and avoids archiving work that still needs human
action.
- Added the Profile settings policy control and Issue Properties
attribution/unarchive UI with focused component coverage and narrow-pane
handling.

## Verification

- `pnpm exec vitest run
server/src/__tests__/inbox-archive-routes.test.ts
server/src/__tests__/inbox-agent-policy-routes.test.ts
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/openapi-routes.test.ts
ui/src/components/InboxAgentPolicyControl.test.tsx
ui/src/components/IssueProperties.test.tsx` — 110 passed.
- `pnpm --filter @paperclipai/db exec vitest run
src/inbox-archive-agent-policies-migration.test.ts` — 1 passed.
- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 9 passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — changed files are clean; the
repository-wide command currently reports nine unrelated pre-existing
`#9627` literals outside this PR's diff.

## Risks

- Agent inbox mutations broaden an existing endpoint path, so
authorization and target resolution must remain fail-closed; focused
route and authorization tests cover allowed and denied paths.
- Archive state affects only the responsible user's inbox presentation
and remains reversible; it does not mutate issue status, assignment, or
visibility.
- The UI policy defaults to the existing open behavior, while allowlist
and disabled modes can reduce agent access.
- This PR intentionally builds on #9654 and #9658 and contains no new
migration number or modification to an already-applied migration.

> 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, medium reasoning, repository tool use,
shell execution, code review, 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
(`feat/inbox-agent-archive-complete`) 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>
2026-07-16 16:49:18 -05:00
DottaandPaperclip ea0e899905 fix(search): honor extract match limits + harden pr-gardening candidate discovery (#9652)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The `/pr-gardening` skill drives a bundled agent that scans a
company's issues for those linked to open GitHub PRs, then reports on
their state; it relies on the server's company-search **extract**
endpoint to pull PR references out of issue bodies
> - Two gaps surfaced during end-to-end QA of the gardening workflow:
the extract service silently ignored a per-issue match cap, so callers
could not bound how many matches came back per issue, and the skill's
candidate-discovery scripts fell over on large repos and on issues that
referenced deleted PRs
> - Left unaddressed, the gardener either truncated its scan
unpredictably or aborted outright, so it could not reliably enumerate PR
candidates
> - This pull request honors an explicit `matchesPerIssue` limit in the
extract search API and hardens the skill's candidate discovery against
missing/unavailable PRs and oversized `gh` output
> - The benefit is a PR-gardening workflow that scans deterministically
and finishes cleanly on real-world companies

## Linked Issues or Issue Description

No pre-existing public GitHub issue — describing the bug in-PR following
the bug report template (`.github/ISSUE_TEMPLATE/bug_report.yml`).

### What happened?

The company-search extract endpoint accepted a per-issue match limit but
did not apply it, returning matches capped only by the old hardcoded
constant regardless of the caller's request. Separately, the
`/pr-gardening` skill's candidate-discovery scripts crashed when a
scanned issue referenced a deleted PR (GitHub `Not Found (HTTP 404)` /
GraphQL `Could not resolve to a PullRequest`) and could exceed the
default `gh` output buffer on large result sets, aborting the whole
scan.

### Expected behavior

The extract API bounds matches per issue when a caller passes
`matchesPerIssue` (default 20, max 200), and omitting it preserves the
previous default. The gardening scripts skip PRs that are
deleted/unavailable and tolerate large `gh` responses without aborting
the scan.

### Steps to reproduce

1. Call the company-search extract endpoint with a `matchesPerIssue`
value against an issue containing many PR references — previously the
value was ignored.
2. Run the pr-gardening candidate scan against a company whose issues
reference a since-deleted PR — previously the scan threw instead of
skipping that PR.

### Paperclip version or commit

`master` at the base of this PR (branch cut from current
`origin/master`).

### Deployment mode

Local Paperclip instance / self-hosted.

## What Changed

- **Extract search honors `matchesPerIssue`**: added the
`matchesPerIssue` field to the shared search validator/types and applied
the cap in `company-search-extract` so results are bounded per issue
(`packages/shared`, `server/src/services/company-search-extract.ts`,
`doc/SPEC-implementation.md`).
- **Hardened pr-gardening candidate discovery**: `find-candidates.mjs` /
`lib.mjs` now request `matchesPerIssue=200`, treat missing/unavailable
PRs (deleted PR → `isMissingPullRequestError` / `unavailable`) as skips
instead of fatal errors, and raise the `gh` `maxBuffer` to 50 MB for
large repos.
- **Tests**: expanded `company-search-extract-{routes,service}.test.ts`
for the new limit and added coverage in `pr-gardening.test.mjs`.

## Verification

Re-run on a fresh worktree cherry-picked onto current `master`:

- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` → 8/8 pass
- `pnpm vitest run
server/src/__tests__/company-search-extract-routes.test.ts
server/src/__tests__/company-search-extract-service.test.ts` → 10/10
pass

## Risks

Low risk. `matchesPerIssue` is optional and backward-compatible
(omitting it preserves prior behavior). The skill changes only add
skip/tolerance paths and a larger buffer; no schema or migration
changes.

## Model Used

Claude — Opus 4.8 (`claude-opus-4-8`), extended thinking, tool use /
code execution via the 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 21:44:21 -05:00
b606869a6a feat(skills): add active PR gardening workflow (#9510)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Its skills layer gives agents repeatable operational workflows
without embedding every procedure in core orchestration
> - Pull requests referenced across active issue threads currently
require expensive manual discovery and inconsistent readiness checks
> - Candidate extraction and current-head verification can be
deterministic, read-only code paths instead of LLM scanning
> - This pull request adds an active PR gardening skill with discovery,
readiness, reporting, and originating-issue follow-up instructions
> - The benefit is a token-efficient, auditable way to identify PRs that
are ready or need attention while preserving a strict no-merge guardrail

## Linked Issues or Issue Description

- **Problem:** Paperclip operators lack a fleet-level workflow to
discover PRs mentioned by recently active issues, verify their exact
current-head readiness, and route actionable failures back to the issue
that owns the work.
- **Desired behavior:** Use the company extract-search API plus
read-only GitHub inspection to deduplicate open PRs, classify readiness
and confidence, avoid nagging drafts, and render an inspectable report.
- **Safety requirements:** The workflow must never merge, approve, or
close PRs; must never issue mutating GitHub calls; and must suppress
Paperclip comments in dry-run mode.
- No duplicate PR was found. Related historical PR #3725 concerns skill
endpoint permissions rather than PR gardening.

## What Changed

- Added `.agents/skills/pr-gardening/SKILL.md` with discover, verify,
comment, monitor, and report stages plus cooldown and max-round
guidance.
- Added `find-candidates.mjs` to page through extract-search results,
normalize/deduplicate PRs, map source issues and work products, and drop
closed GitHub PRs.
- Added `check-readiness.mjs` to inspect current-head checks, Greptile
freshness, conflicts, reviews, and base distance with machine-readable
reasons.
- Added `render-report.mjs` to group open PRs into High, Medium, and Low
merge-confidence sections.
- Added focused Node tests, including an explicit assertion that scripts
contain no mutating GitHub commands.

## Verification

- `node --test
.agents/skills/pr-gardening/scripts/pr-gardening.test.mjs` — 8 tests
passed.
- Live read-only GitHub dry run at current heads: PR #9493 classified
High/ready; PR #9473 classified Medium because it is two commits behind
`master`; merged PR #9470 is excluded from readiness candidates.
- The deployed control plane currently returns 404 for
`/api/companies/:companyId/search/extract`; direct Stage A live
execution will be repeated after the separately prepared extract-search
endpoint is deployed.

## Risks

- Low runtime risk: this adds a repo skill and read-only scripts, not a
server execution path.
- The discovery script intentionally fails closed when extract-search
reports truncated matches, preventing silently incomplete reports.
- Readiness reflects GitHub state at execution time and must be rerun
after any head update.

> 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 medium reasoning, repository tool use,
shell execution, and live GitHub/Paperclip API 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>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-15 19:05:44 -05:00
DottaandPaperclip ea66ea81e6 fix(auth): honor responsible-user grants for company skills (#9571)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies
> - Company skills are governed resources, so board users and agents
acting for responsible users must be authorized consistently before
mutating skill configuration
> - The responsible-user authorization intersection handled several task
permissions but did not map company-skill mutation actions to the
corresponding `skills:create`, `skills:update`, and `skills:delete`
grants
> - That gap caused valid skill import and mutation requests to be
rejected even when the responsible user held the exact direct permission
required by the route
> - The branch also introduces the repo-sourced `prepare-paperclip-pr`
skill so the standard PR preparation process is versioned and reviewable
alongside the code
> - This pull request adds the missing authorization mappings, covers
board, agent, JWT-route, and denial behavior with regression tests, and
adds the renamed PR-preparation skill
> - The benefit is that governed company-skill workflows honor explicit
grants without weakening the responsible-user permission intersection

## Linked Issues or Issue Description

No public issue exists. Bug-report shape:

- **Affected area**: company skill authorization and skill import routes
- **Observed behavior**: agents acting under a responsible user could
receive `403` responses for company-skill mutations even when that user
had the matching direct `skills:create`, `skills:update`, or
`skills:delete` grant
- **Expected behavior**: the responsible-user authorization intersection
should accept exact company-skill grants while preserving denials for
missing or unrelated grants
- **Reproduction**: authenticate as an agent with a responsible user,
grant that user the relevant company-skill permission, then import or
mutate a company skill
- **Additional repository change**: adds the renamed
`prepare-paperclip-pr` skill as the versioned source of truth for PR
preparation

Supersedes #9324, which added the PR-preparation skill under the old
`prepare-pr` name.

## What Changed

- Added `.agents/skills/prepare-paperclip-pr/SKILL.md` with the standard
worktree, commit, rebase, guardrail, review-loop, and handoff procedure
- Mapped company `skill_config:create`, `skill_config:update`, and
`skill_config:delete` actions to direct `skills:create`,
`skills:update`, and `skills:delete` responsible-user grants
- Preserved restrictive behavior for unsupported resources, missing
grants, and unrelated permissions
- Added authorization-service regression coverage for board actors and
responsible-user agent intersections
- Added route-level JWT regression coverage for company skill imports,
including allowed and denied cases

## Verification

- `pnpm exec vitest run
server/src/__tests__/authorization-service.test.ts
server/src/__tests__/company-skills-import-authz-routes.test.ts` — 42
tests passed
- `pnpm -r typecheck` — passed
- `pnpm build` — passed
- `pnpm test:run` — server and UI groups passed; one unrelated CLI
doctor assertion failed because the execution environment injects static
`AWS_ACCESS_KEY_ID`/`AWS_SECRET_ACCESS_KEY`, which intentionally changes
the result from `pass` to `warn`
- `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY
NODE_ENV=development pnpm exec vitest run
cli/src/__tests__/secrets.test.ts -t 'passes AWS doctor checks when
non-secret provider config is present'` — passed, confirming the
full-suite failure is environment-specific
- GitHub CI — all required checks passed on head `0758393c`; one
unrelated `packages/db/src/client.test.ts` 5-second timing timeout
passed on the single allowed failed-job rerun after three consecutive
local passes (42/42 tests)

## Risks

- Low-to-moderate authorization risk: the change expands accepted
responsible-user grants only for company-scoped skill configuration
actions and is protected by explicit allow/deny regression cases
- No database migrations, workflow changes, lockfile changes, or UI
changes
- The added skill is documentation consumed by agent tooling and does
not alter runtime application behavior

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

## Model Used

- OpenAI Codex coding agent; exact runtime model ID and context-window
size were not exposed to the session. Used reasoning, terminal
execution, Git/GitHub tooling, and test/build execution.
- Earlier commits were assisted by Claude Fable 5 (`claude-fable-5`) and
an OpenAI Codex coding agent, as recorded in the branch history/task
workflow.

## 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 documented the one
environment-specific full-suite failure
- GitHub CI — all required checks passed on head `0758393c`; one
unrelated `packages/db/src/client.test.ts` 5-second timing timeout
passed on the single allowed failed-job rerun after three consecutive
local passes (42/42 tests)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-15 07:52:54 -05:00
a739a8dfba docs(skill): clarify workspace port-conflict recovery (#9407)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Isolated development workspaces need a repeatable run, verify, and
repair procedure
> - Port conflicts can be caused by another live Paperclip run that
keeps respawning and reclaiming a configured port
> - Restarting the target service alone does not resolve that class of
conflict
> - This pull request teaches the workspace-repair skill to identify the
owner, guard the master checkout, and stop the conflicting run before
repair
> - The benefit is safer recovery guidance that addresses the actual
port owner instead of creating restart loops

## Linked Issues or Issue Description

### What happened?

The workspace repair procedure could recommend restarting a managed
service while a separate live run still owned and reclaimed the
configured port.

### Expected behavior

The procedure identifies the owning process/run, protects the live
master checkout, and stops the conflicting owner before restarting the
intended service.

### Steps to reproduce

1. Start two managed workspace runs configured for the same fixed port.
2. Restart only the target workspace service.
3. Observe the sibling run reclaiming the port and the repair failing to
hold.

### Paperclip version or commit

`origin/master` at `02e2dd271`

### Deployment mode

Local dev; built from source; not adapter-specific; not
database-related.

## What Changed

- Expand the port-conflict diagnosis to distinguish dead owners from
live respawning runs.
- Add master-checkout safety checks before killing or restarting
processes.
- Document owner-first recovery and explicit verification of final port
ownership.
- Tighten the success checklist so a repaired workspace must prove
health and correct ownership.

## Verification

- Reviewed the rendered Markdown diff and command sequence for
consistent owner-first recovery.
- No executable code changes are included in this documentation-only PR.

## Risks

- Low risk: documentation and agent procedure only.
- Process termination guidance remains intentionally guarded by owner
identification and master-worktree checks.

> 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 use and
code execution; context-window size was not exposed by the runtime. The
original change also credits Claude Fable 5 in the commit trailer.

## 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 Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-11 03:02:18 -05:00
DottaandPaperclip b15115e05b fix(ui): keep rendered markdown list markers visible (#9359)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI renders agent/user-authored Markdown in task
descriptions, comments, and other work-thread surfaces
> - Those Markdown surfaces often live inside cards and containers that
constrain overflow
> - Ordered-list markers are painted outside the list content box, so
too little inline padding can clip multi-digit markers at the left edge
> - This pull request keeps the shared Markdown list gutter compact
while giving ordered lists enough marker space for two- and three-digit
counters
> - The benefit is that long numbered lists in board-facing Markdown
render correctly without widening unordered-list gutters or changing
API, data, or editor behavior

## Linked Issues or Issue Description

No public GitHub issue found.

Bug description:
- What happened: rendered Markdown ordered lists with multi-digit items
could show clipped marker digits when the list was flush against an
overflow-constrained container.
- Expected behavior: ordered-list markers such as `10.` and `100.`
should render fully in task descriptions and comments.
- Steps to reproduce: render a `.paperclip-markdown` ordered list with
at least 100 items inside a container that clips overflow and has no
extra left gutter.
- Paperclip version/commit: current `master` before this PR.
- Deployment mode: board UI, deployment-mode independent.

Related search result:
- Refs #2049 because it also touches rendered Markdown list
presentation, but it styles GFM task-list checkboxes and does not
address ordered-list marker clipping.

## What Changed

- Set the shared `.paperclip-markdown` list padding to a compact
`1.5rem` baseline for bullets and lists.
- Added an ordered-list-only `2.5rem` padding override so
outside-positioned multi-digit ordered-list markers have enough
inline-start room.
- Added a focused stylesheet regression test that verifies
unordered-list gutters stay compact while ordered lists keep the larger
marker gutter.
- Restored the exact maintainer-skill marker phrase expected by the
existing server skill utility contract test, fixing an unrelated
latest-head CI failure from current `master`.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/MarkdownListStyles.test.ts`
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/ui build`
- `pnpm exec vitest run
server/src/__tests__/paperclip-skill-utils.test.ts`

## Risks

- Low risk: ordered lists in rendered Markdown get a larger left gutter;
unordered lists keep a smaller shared gutter.
- Low risk: the skill-doc marker change is text-only and matches the
existing server test contract.
- No database, API, migration, auth, adapter, or telemetry changes.

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

## Model Used

OpenAI Codex, GPT-5 coding agent, tool-enabled software-engineering
session. 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 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>
2026-07-10 17:12:25 -05:00
DottaandPaperclip be1fcb2b46 Fix agent sidebar liveness churn (#9358)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI includes an agents sidebar so operators can see which
agents are currently active.
> - That sidebar depends on live-run polling, heartbeat events, and
cross-tab cache sharing to stay current without overloading the API.
> - The sidebar was visually churning because agents could leave the
live section immediately after a run ended, while progress events and
cross-tab broadcasts kept forcing hot query updates.
> - This pull request stabilizes live sidebar membership and makes
shared polling broadcasts monotonic/deduplicated.
> - The benefit is a calmer operator sidebar that still reflects real
live state without flashing between stale and fresh snapshots.

## Linked Issues or Issue Description

No public GitHub issue exists for this operator-facing bug.

Bug summary:

- What happened: the agents sidebar could flash or reshuffle around
active agents while live-run and heartbeat data was updating.
- Expected behavior: active and recently-active agents should remain
visually stable, and cross-tab cache sharing should not overwrite
fresher data with older snapshots.
- Reproduction context: run Paperclip with multiple tabs or rapid
live-run/progress updates and watch the agents sidebar while agents
enter/leave live execution.
- Deployment mode: local/operator board UI.

Related PR:

- Supersedes #9357, which carried the same fixes on a branch/title/body
that were not suitable for public contribution hygiene.

## What Changed

- Restored the maintainer-only warning wording in the developer skill
guide so the existing server skill-utils CI gate passes on current
master.
- Added a 120-second linger window for streamlined sidebar agent rows so
an agent does not immediately disappear from the live section as soon as
its last run ends.
- Deferred the recent-agent fallback until there are no live or
lingering agents, while keeping the live badge tied only to
actually-live runs.
- Stopped broad live-runs/heartbeats/agents-list invalidation on every
run progress event, while preserving targeted agent-detail invalidation.
- Added producer timestamps to cross-tab shared polling result messages
so older-or-equal snapshots are dropped before `setQueryData`.
- Added per-resource broadcast dedupe/rate limiting so tabs do not
rebroadcast equivalent cached data in a loop.
- Added focused coverage for sidebar linger behavior, staggered
multi-agent linger expiry, live update invalidation scope, shared
polling timestamp handling, and cross-tab broadcast dedupe.

## Verification

Run locally on the rebased PR branch:

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/SidebarAgents.test.tsx
src/context/LiveUpdatesProvider.test.ts` — 44 tests passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/cross-tab-poll.test.ts src/hooks/useSharedPolling.test.ts` — 10
tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — exit code 0.

## Risks

- Low migration risk: the sidebar/polling changes are UI/client cache
behavior only, with no database or API contract changes.
- Sidebar visibility now intentionally lingers for 120 seconds after the
last live run; stale rows could remain briefly visible, but their live
badge is removed when they are no longer actually live.
- Cross-tab broadcasts are now more conservative; a missed publish
should be corrected by the next normal poll or accepted newer timestamp.

> 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 the Paperclip Codex coding-agent runtime; exact
API model identifier and context-window size are not exposed in this
environment. The agent used terminal/tool execution for repository
inspection, focused tests, branch preparation, and PR creation.

## 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>
2026-07-10 11:33:02 -05:00
Devin Foley e84731af70 Revert "Fix default model adapter test config" (#9363)
Reverts paperclipai/paperclip#9361
2026-07-10 08:55:23 -07:00
Devin FoleyandCody ebd62ca5ae Fix default model adapter test config (#9361)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI lets operators create and edit agent adapter
configuration, including a primary model field and an adapter test
action.
> - For Cody and similar adapter forms, selecting the default model
means the model value is intentionally unset so the adapter can use its
default.
> - The adapter test path still allowed `model: undefined` to survive in
the generated adapter config, which could send an invalid test payload
instead of omitting the field.
> - This pull request normalizes create/edit adapter test config so
default-model selections omit `model` entirely.
> - The benefit is that testing an agent configured to use the adapter
default model exercises the same clean config shape that should be saved
and run.

## Linked Issues or Issue Description

No public GitHub issue was found for this local UI bug, so the problem
is described inline.

Bug description:
- What happened: using the adapter test action after choosing the
default model could include `model: undefined` in adapter config and
surface a UI/runtime error instead of testing with the adapter default.
- Expected behavior: choosing the default model should omit the `model`
field from adapter config so the adapter default is used.
- Steps to reproduce: edit a Codex/Cody-style agent with a concrete
model, switch the model selector to Default, then run the adapter Test
action.
- Paperclip version/commit: current `master` before this PR.
- Deployment mode: board UI, deployment-mode independent.

## What Changed

- Sanitized adapter test config assembly so undefined adapter config
entries are omitted before the test request is sent.
- Made create-mode current model display resilient when the model is
unset for adapter defaults.
- Added regression coverage for editing an existing agent from a
concrete model back to Default and testing it.
- Added regression coverage for create-mode testing with an
unset/default model.
- Hardened the developer skill wording used by the existing server skill
utility contract test.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AgentConfigForm.render.test.tsx`
- `pnpm exec vitest run
server/src/__tests__/paperclip-skill-utils.test.ts`
- GitHub PR checks on this branch are green, including Typecheck +
Release Registry, Build, General tests, e2e, verify, security scans, and
Greptile Review.

## Risks

- Low risk: this only removes undefined values from adapter test config
payloads, which aligns with the existing persisted patch behavior.
- Low risk: default-model display now treats unset create-mode model
values as an empty string.
- No database, API schema, migration, auth, or adapter runtime contract
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, GPT-5 coding agent, tool-enabled software-engineering
session. 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
- [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: Cody <cody@paperclip.ing>
2026-07-10 08:54:20 -07:00
DottaandPaperclip 953b315dfb Shorten skill frontmatter descriptions (#9353)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip agents can load repository and catalog skills, and Codex
renders skill names and frontmatter descriptions into startup context.
> - Long descriptions consume the fixed skill metadata budget before
Codex can use the progressively disclosed skill bodies.
> - The repo `.agents/skills` descriptions and a few shipped catalog
descriptions had grown into operational documentation instead of short
trigger metadata.
> - This pull request keeps the strongest trigger language in
frontmatter while leaving detailed procedures in each skill body.
> - The benefit is lower prompt overhead, more reliable skill
triggering, and a regression guard that prevents description drift from
returning.

## Linked Issues or Issue Description

No public GitHub issue found for this maintenance item.

### Pre-submission checklist

- [x] I have searched existing open and closed issues and this is not a
duplicate.
- [x] I am working against `master`.
- [x] I have confirmed the issue originates in Paperclip's shipped skill
metadata, not in a local agent adapter or provider.

### What happened?

Codex startup renders discovered skill names and frontmatter
descriptions into a fixed skill metadata budget. Several repository
skill descriptions and one shipped catalog description had grown into
long-form operational guidance, which can force Codex to truncate
descriptions before the model has enough trigger signal to select the
right skill.

### Expected behavior

Skill frontmatter descriptions should stay short trigger summaries: one
capability sentence plus a “use when” clause. Detailed procedures should
stay in the skill body and load only after the skill triggers.

### Steps to reproduce

1. Inspect `.agents/skills/*/SKILL.md` and
`packages/skills-catalog/catalog/**/SKILL.md` frontmatter descriptions.
2. Measure folded YAML `description` values.
3. Observe descriptions above the intended short-trigger range,
including descriptions above 300 characters.
4. Run the new shipped catalog test to verify future descriptions stay
capped.

### Paperclip version or commit

Reproduced on `master` at `cc81eefb6047d8eaf57faf785f421c03dc97073c`.

### Deployment mode

Local dev / source checkout metadata inspection. This is not
database-related.

### Installation method

Built from source.

### Agent adapter(s) involved

Codex, because Codex startup uses the skill metadata prompt budget. The
metadata source itself is core repository/catalog content.

### Database mode

Not database-related.

### Access context

Not applicable; this is static repository metadata.

### Node.js version

`v22.22.2` in the verification environment.

### Operating system

Linux container environment.

### Relevant logs or output

Final measurement after this PR: 29 source `SKILL.md` files, max
description length 215 chars, 5,449 total description chars, estimated
1,363 description tokens at 4 chars/token.

### Relevant config

None.

### Additional context

The shipped catalog manifest was regenerated so the generated package
metadata matches the edited catalog `SKILL.md` sources.

### Privacy checklist

- [x] I have reviewed all pasted output for PII and redacted where
necessary.

## What Changed

- Shortened long `.agents/skills/*/SKILL.md` frontmatter descriptions to
concise capability plus use-when trigger clauses.
- Shortened the over-budget shipped skills catalog descriptions for
wireframe, Paperclip capsules, and reflection coach.
- Regenerated `packages/skills-catalog/generated/catalog.json` so
shipped metadata matches source skill frontmatter.
- Added a Vitest regression guard that caps repo skill source
descriptions and generated catalog descriptions at 300 characters.

## Verification

- `pnpm --filter @paperclipai/skills-catalog build:manifest`
- `pnpm --filter @paperclipai/skills-catalog test` — 5 files passed, 19
tests passed
- `pnpm --filter @paperclipai/skills-catalog typecheck`
- Final measurement: 29 source `SKILL.md` files, max description length
215 chars, 5,449 total description chars, estimated 1,363 description
tokens at 4 chars/token.

Note: the clean PR worktree was created from `origin/master` and
contains only this commit, but it does not have `node_modules`; running
`pnpm --filter @paperclipai/skills-catalog test` there failed at
tool/package resolution (`vitest`, `tsc`, `@paperclipai/shared`). The
dependency-equipped workspace passed the commands above before the
commit was cherry-picked onto the clean branch.

## Risks

Low risk. This changes skill metadata and tests only. The main risk is
over-trimming a useful trigger phrase, mitigated by keeping explicit
“use when” clauses and leaving detailed guidance in the skill bodies.

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

## Model Used

OpenAI GPT-5 Codex coding agent via Paperclip/Codex, with shell and
file-edit tool use. Exact API model ID and context window were 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 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>
2026-07-10 08:46:20 -05:00
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
Nicky LeachandPaperclip dae6fc72f0 docs: add fresh Greptile head gate to check-pr
Add check-pr skill guidance that requires a fresh, clean Greptile review against the current PR or MR head before treating a review handoff as ready.

This updates the GitHub and GitLab reference paths with concrete current-head checks and explicit blocking behavior for stale, missing, or failed Greptile results.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-07-02 08:26:23 -07:00
DottaandPaperclip 6fe5a425ac Move paperclip page skill internal (#8669)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The skills directories decide which operational workflows are
shipped as runtime-facing Paperclip skills versus maintainer/internal
agent workflows.
> - PR #8664 added the `paperclip-page` publishing workflow under
top-level `skills/`.
> - That made the workflow look like a runtime/bundled Paperclip skill
even though it is currently intended as an internal agent skill.
> - This pull request moves the package into `.agents/skills/`, matching
the repository convention used for maintainer-only operational skills.
> - The benefit is a cleaner skill boundary without changing the publish
helper behavior.

## Linked Issues or Issue Description

Refs #8664

### What happened?

The Paperclip page publishing skill landed under top-level `skills/`,
but it should live under `.agents/skills/` while it remains an internal
operational skill.

### Expected behavior

Internal-only agent skills should live under `.agents/skills/`, while
top-level `skills/` remains reserved for runtime/bundled Paperclip
skills.

### Steps to reproduce

1. Inspect the repository after #8664.
2. Observe `paperclip-page` under `skills/paperclip-page`.
3. Compare with existing internal skills under `.agents/skills`.

### Paperclip version or commit

Current `master` after #8664.

### Deployment mode

Repository skill layout only; not deployment-mode specific.

### Installation method

Built from source.

### Agent adapter(s) involved

Not adapter-specific.

### Database mode

Not database-related.

### Access context

Maintainer/internal agent skill workflow.

### Relevant logs or output

Not applicable.

### Relevant config

Not applicable.

### Additional context

This follow-up preserves the helper script, tests, and docs, and only
updates command examples to the new internal path.

### Privacy checklist

- All pasted output was reviewed for sensitive data; this PR body
contains no private config, logs, or internal instance links.

## What Changed

- Moved `paperclip-page` from `skills/paperclip-page` to
`.agents/skills/paperclip-page`.
- Updated the skill and README command examples to use the new
`.agents/skills/paperclip-page` path.

## Verification

- `bash -n .agents/skills/paperclip-page/scripts/publish.sh`
- `node --test .agents/skills/paperclip-page/scripts/publish.test.mjs`

## Risks

Low risk. This is a repository layout follow-up for an internal skill.
The publish helper behavior, tests, and operator guidance are unchanged
except for paths.

> 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 (`gpt-5`) with repository shell/tool access.
The follow-up branch was prepared by an AI coding agent with local
command execution for git inspection, shell syntax validation, and
targeted Node.js 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>
2026-06-26 14:04:43 -05:00