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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> |
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d9b3a5653e |
feat(chat): add initial Slack communication guidance and connection menus (#13760)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors let people use the same tasks and agent tools from external conversations. > - Agents need communication guidance that fits the conversation medium. > - That guidance belongs in the original task context, without repeated instructions on each turn. > - Connection owners also need clear settings and a consistent way to remove a connection. > - This pull request adds initial Slack guidance, optional connection instructions, and chat connection menus. > - The benefit is clearer Slack replies with the existing Paperclip workflow and permissions. ## Linked Issues or Issue Description **What existing behavior does this improve?** Agent replies in Slack and chat connection management in the Apps catalog. **Current behavior** Slack tasks do not carry a saved communication profile. The catalog shows a separate Manage button and does not offer removal on every chat connection row. **Proposed behavior** Save Slack guidance when a new conversation creates a task. Restore that original guidance when a model session is rebuilt. Do not append it to ordinary follow-ups. Expose optional additional instructions in Slack Settings. Put Manage and Remove connection in a three-dot menu for all chat providers. Keep Finish setup visible for drafts. **Reason and benefit** Small answers fit in Slack. Substantial deliverables use ordinary document or artifact tools with a useful Slack summary. Connection settings apply to new tasks and cannot change permissions. Users can remove both active and unfinished chat connections from the catalog. **Breaking changes** Two additive database columns store endpoint preferences and the initial conversation snapshot. Existing endpoints default to empty preferences. Existing conversations keep their original behavior. Non-Slack guidance is unchanged. Related public context: https://github.com/paperclipai/paperclip/pull/13741 improves native chat recovery. This change adds communication context to those existing execution paths. A search found no duplicate communication-guidance PR. ## What Changed - Add a provider-guidance registry, enabled for Slack first. - Persist optional endpoint communication instructions and capture an immutable snapshot when a conversation creates a task. - Resolve guidance from the verified company-scoped connection. Restore it for fresh native and legacy sessions without per-turn reminders, extra model calls, or extra context queries. - Add the Slack Settings field, validation, audit coverage, and Storybook save/error states. - Add Manage and Remove connection menus for all seven chat providers. Keep the draft setup button. Require removal confirmation and allow retry after failure. - Add regression coverage, an active/draft menu story, and connector documentation. ## Verification All CI checks are green for |
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57fd8b70d2 |
feat: add agent avatar download to Slack setup and settings (#13740)
## Thinking Path > - Paperclip helps people manage AI agents for work. > - Slack connections let a team talk to those agents in Slack. > - Agents now have a saved avatar, but Slack setup did not offer that image. > - A matching avatar helps a team recognize its agent. > - This pull request adds an optional avatar step and a download in connector Settings. > - Users download a PNG and upload it directly in Slack with clear instructions. ## Linked Issues or Issue Description **What existing behavior does this improve?** Slack connector onboarding and its Settings page. **Current behavior** Setup does not offer the assigned agent's avatar or explain how to upload it in Slack. **Proposed behavior** After Slack connection verification, users can download a 512 × 512 PNG of their agent's saved avatar. They can upload it in Slack, confirm, or skip. Settings keeps the download and upload instructions available after onboarding. **Reason and benefit** The same avatar helps people recognize the agent across Paperclip and Slack. Users who skip the optional step can return to it in Settings. **Breaking changes** None. No schema, authentication, Slack scope, or provider API change. Completed connections keep their existing completion state. Searched existing Slack avatar and Cliptoon PRs; no matching implementation was found. ## What Changed - Add an optional avatar step before personal Slack account linking. Keep the numbered sidebar and shared footer. - Resolve the selected agent's saved appearance for the preview and PNG download. - Add the same download and expandable upload instructions to connector Settings. - Remember uploaded or skipped per company and endpoint in browser storage. Treat uploaded as user confirmation, not provider verification. - Reject failed or non-PNG download responses and allow retry. - Reuse the production avatar components in onboarding and Settings stories. - Test wizard progression, resume, Settings, download recovery, storage isolation, and terminated assigned agents. - Exercise real PNG downloads in the Slack browser flow and keep default app names consistent with app creation. - Fetch the assigned agent directly so its saved avatar remains available after termination. ## Verification - Focused chat suites: 48 passed; the two affected suites passed again after the final naming fix (32 tests). - Slack browser E2E passed through setup, avatar download, account linking, and Settings download. PNG signature and 512 × 512 dimensions verified. - UI token gates passed. - Browser: downloaded the real 512 × 512 PNG; checked confirmation, return, mobile layout, and Settings instructions. - Full workspace typecheck, application build, and production Storybook build passed. - All latest-head CI checks passed (54 passed, 2 skipped), including all browser, chat, general, and serialized test groups. The unrelated Sentry test failed once and passed on the single CI rerun; its suite also passed locally. - Local full-suite attempt encountered a rapid Slack callback ordering failure under concurrent build load; that test passed in isolation, and all three chat shards passed in CI. The remaining local run was not used as the merge gate. - Review the Connections / Slack / Add avatar and Avatar in Settings stories. ## Risks - Slack upload is manual. Confirmation does not claim to verify the Slack icon. - Optional step progress is browser-local. Clearing storage or changing browsers can show it again. Setup still works when storage is unavailable. - The existing avatar API remains the image source. Download failures show a retry message. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (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> |
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b193077582 |
fix: report Slack callback health correctly behind Cloud proxies (#13694)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack connections turn messages into governed agent runs and return replies to Slack. > - Remote runs must replace an incompatible sandbox runner with the controller's packaged binary. > - The fallback used a package-relative path that does not match the vendored server layout. > - Slack callback health also compared the internal proxy address with the public callback address. > - Master now contains the runner fallback fix; this pull request fixes callback health and extends missing-runner regression coverage. ## Linked Issues or Issue Description Refs #13677, #13680, #13691, and #13686. **What happened?** A packaged controller stopped a Slack-triggered remote run with `runner_remote_artifact_unavailable` when the sandbox runner needed replacement. Working Slack callbacks also showed a stale URL warning behind the Cloud gateway. **Expected behavior** The controller stages its packaged runner when needed. Callback health uses the observed public address and still detects real address changes. **Steps to reproduce** 1. Run a packaged server with a sandbox that has an older runner or no runner. 2. Send a Slack mention to an agent that uses that sandbox. 3. Route signed Slack callbacks through a claimed Cloud gateway that rewrites the upstream host. 4. Check the run and the Slack callback health panel. **Paperclip version or commit** Reproduced on master at `aeef493f4a7603b7b1254421b80fb00212982390`. The fix branch also includes #13691. **Deployment mode** Packaged server with a Cloud gateway and a Daytona sandbox. ## What Changed - Extend the controller-owned runner fallback tests with a missing sandbox binary case; retain the fix now merged in #13686. - Prefer dedicated gateway diagnostic headers that survive provider rewrites of standard forwarded headers. Use validated host hints only for callback-health evidence on claimed Cloud instances after provider acceptance. Preserve request bodies, routing, authentication, and configured callback URLs. - Cover current, stale, and missing sandbox runners, all Slack callback surfaces, rejected callbacks, malformed proxy hints, real host and port changes, and the existing self-hosted behavior. - Document the artifact lookup and callback-health boundaries. ## Verification - Native session executor and binary resolver suites: 379 tests passed after merging current master (`45c99a0d0`). - Targeted callback integration suite with disposable PostgreSQL: 4 tests passed before rebase. - Full `pnpm -r typecheck` and `pnpm build` passed after merging current master. The full local suite passed 12,668 tests; one suite failed to start its disposable PostgreSQL. Rerunning that suite alone passed all 31 tests. - The built server resolver selected the executable under `server/dist/vendor/paperclip-runner/bin/`. - Final callback regression: all 4 targeted integration tests pass, covering provider header rewrites, default ports, uppercase/trailing-dot hosts, and ignored self-hosted hints. - Live staging proof of the runner fix: a previously failed Slack thread recovered, a new mention received its requested response, and the account-connect command succeeded. Unsigned callbacks returned 401. - Live browser and Slack acceptance passed: generated callback URLs, account linking, a new mention, an interactive question and answer, and all three callback-health indicators. The connector was activated through the onboarding UI. - All 54 latest-head checks pass, two optional checks are skipped, and Greptile is 5/5 with no unresolved threads. ## Risks - Runner fallback must select a binary for the remote platform. This preserves explicit remote artifact overrides and the existing capability checks. - Proxy headers are not identity proof. They are used only for diagnostics on claimed Cloud instances after the provider accepts the request. Self-hosted instances ignore them. Wrong public hosts and ports still warn. - No database migration or new public API contract. ## Model Used OpenAI GPT-6 via Codex. Used reasoning, repository tools, code execution, and browser/native-app testing. Exact model variant and context window were not exposed by the session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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c9e8677979 |
docs: document chat connector UX and make the runbook self-contained (#13675)
## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Connections let agents work with external services. > - Contributors use the connection runbook to add and review providers. > - The runbook depended on private issue references and did not capture the chat setup UX conventions. > - This pull request adds a chat connector UX guide and puts the missing requirements in the runbook. > - Contributors can apply the guidance without access to the internal issue tracker or a personal skill installation. ## Linked Issues or Issue Description **Issue type** Missing documentation and unclear contributor instructions. **Where is the issue?** `doc/connections/CONNECTOR-PLAYBOOK.md` and the chat connector setup guidance. **What's wrong?** The runbook sent contributors to private issues for validation, OAuth ownership rules, and catalog review. The Slack setup work also established useful UX rules that other providers should share. **Suggested fix** Add a companion UX document. Link it from the runbook. Include validation and review requirements directly in the public documentation. Use portable company and instance examples. Related implementation: https://github.com/paperclipai/paperclip/pull/13638. A search of related PRs found no duplicate documentation change. ## What Changed - Add `CHAT-CONNECTOR-UX.md` with setup, credential, identity, footer, test, and management conventions. - Include adaptation examples for Discord, Telegram, and email providers. - Link the companion from the runbook introduction, contents, and UX section. - Replace private issue references with inline architecture boundaries, risk classification, validation evidence, and per-tool review requirements. - Replace personal deployment examples with sample company and instance addresses. - Mark the recorded Notion provider observations as a dated snapshot. ## Verification - Passed `git diff origin/master --check`. - Passed local validation of all 35 relative links and heading anchors in the two documents. - Passed code-fence and private-reference scans. - Reviewed the guide against the Slack setup decisions and the existing connection docs. - Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. They could not complete because this fresh worktree has no installed dependencies (`@types/node` and the CLI `tsx` entry point are missing). No application code changed. - GitHub CI passed on commit `070fefc8b2513cb9469bae76e66940c33c1465ea`, including typecheck, build, general and serialized tests, runner verification, browser tests, and canary dry run. - Security checks passed. Greptile scored the current commit 5/5 with no findings or unresolved review threads. ## Risks Low risk. This changes two documentation files only. Provider APIs and screens can change. The guide requires authors to verify provider capabilities, and the Notion example identifies its observation date. The documentation does not assert new runtime support. ## Model Used OpenAI GPT-6 through Codex. The exact runtime model ID and context window are not exposed in this session. Used reasoning, repository inspection, shell execution, and documentation 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) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes` / `Refs` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal issue id or instance-derived details - [x] I have run the applicable documentation checks locally and they pass; application checks were attempted and the environment limitation is recorded above - [x] I have added or updated tests where applicable (documentation validation; no runtime changes) - [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> |