160 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	adb69e8f09	feat: default new Codex agents to Paperclip Runner on Linux and macOS (#15683) ... ## Thinking Path > - Paperclip is the open source control plane for agent companies. > - People choose a harness when creating an agent. > - The server should resolve that harness to a qualified runner. > - Codex is the first harness in the staged default rollout. > - Saved agents must retain their execution choices. > - New Codex agents therefore use Paperclip Runner on qualified macOS/Linux targets, with an explicit Legacy override. ## Linked Issues or Issue Description Refs #16028, #15555, #15673, #15422, #15631, #15926, #15932, #16149. The runtime/install prerequisite and release repair are merged. This slice owns Codex creation, setup, configuration and preservation. Other harness defaults remain unchanged. It adds no database migration; incoming master migrations, required maps and regression coverage are retained. ## What Changed - Resolve `runner: auto | paperclip | legacy` at the common creation boundary across onboarding, API/CLI, hires, built-ins, plugins and imports. Freeze pending hires and export resolved execution choices. - Preserve existing runners on upgrades, unrelated edits and import updates, including compatible accounts, workspace settings, Codex effort and intentional clears. - Use the underlying harness picker and branding; put the runner override in Advanced. Use the shared dropdown and update production-component stories and creation contracts. - Support qualified Apple Silicon, Intel Mac, Linux x64 and Linux ARM64. Linux requires GNU libc 2.39+. Disabled, external, unsupported and unqualified combinations retain their applicable Legacy execution. - Test the selected runtime/account/model/environment. Ordinary Connect probes eligible immutable managed targets and refreshes scoped discovery. Creation/discovery do not provision. Auth, dependency, incompatible-setting and cleanup failures remain actionable without changing runners. - Keep setup probes read-only, preserve local/SSH isolation and resolve packaged assets before staging credentials. Bound cleanup reads by the remaining absolute deadline; physically close every owned ingress socket before endpoint release. Unconfirmed cleanup retains recovery state. - Preserve validated completed-onboarding callbacks through startup recovery. First file-producing work belongs to the child task and uses the existing dependency/block handoff and task-scoped registration. - Reuse existing E2E fixtures, artifact checks, reporting and controls. Keep Docker/Cargo/native compilation remote. Paperclip tarballs contain no Codex payloads; official optional npm platform dependencies remain. ## Verification Current tested head: `1c03a8815672d82c264a9b08d4ea1984e8fae107`. **Merge-ready: required CI, fresh review, package qualification, Mac core acceptance and Test task/follow-up acceptance pass.** The existing attachment and native-continuity oracles independently verify both Test downloads, run attribution and unchanged native/provider/workspace identities. The maintainer authorized a code-owner-review exception for this PR only. The first Test setup failure and normal Board completion-review friction are retained below. Actual post-merge packages and private Cloud distribution remain separate qualification gates. - [Current CI](https://github.com/paperclipai/paperclip/actions/runs/38564241625): all 48 ordinary jobs and required verify/E2E pass. Attempt 1 retained six simultaneous host-shutdown cancellations. One failed-only retry passes those six lanes and two aggregates, preserving 40 successes. Actual integration checkout `53104c1` combines this head with master `c80`; it is not relabeled as the branch tree. Fresh exact-head Greptile 5/5, 30 resolved threads, no actionable findings. - [Exact-source package qualification](https://github.com/paperclipai/paperclip/actions/runs/38565287239): nine applicable jobs pass, nine conditional jobs skip. Four remote native producers; Linux x64 clean install; Intel Mac, Apple Silicon and Linux ARM64 native startup/physical cleanup controls. All 18 tarballs/four daemon source/hash/manifest bindings and 343 migrations through 0344 verify. No Codex payload is packed. These hosted tarballs are not a published npm canary. - Normal Apple Silicon installation and credential-free native startup/cleanup pass using the packaged daemon, with no source build or provider turn. Fresh installed DB initialization passes. Upgrade 651a→1c03 preserves all three complete execution configs, accounts, ten recorded run profiles, paused budgets, active incidents, cost summaries and two historical unpriced events. Historical recovery state is retained. - Cleanup regressions: four delayed-read baseline failures become 15 passing deadline/authority controls. No-acknowledgement and prior-error socket ownership regressions become 12 passing controls. Direct runtime/server types, maps: 35 areas / 176 IDs, diff checks and independent reviews pass. Permission/auth/reconnect policy and the 10-second setup budget remain intact. - Existing source coverage includes creation/selection/imports, pending approvals, recovery, account/lifecycle handling, mounted forms, dropdowns and E2E support. Full typechecks/tests/build/token and applicable Storybook checks pass in the recorded current CI; no duplicate suite or weakened grader. - Literal 9546 live Mac proof: ordinary Auto Codex onboarding, useful document, real completed-child callback/reply, seven successful native runs, manual follow-up and independently downloaded1,101-byte child file. Existing Legacy title edit/reload preserves execution; two real Legacy runs produce independently checked15/34-byte files. These remain historical source records. - Current literal 1c03 Mac core acceptance passes independent checks: ordinary Auto native Codex onboarding without runner override; only timeout 180 seconds/concurrency 1 saved; six successful native runs and six serialized turns (maximum overlap 1); both same-task continuity checks and five mechanical callback checks; actual rendered parent reply and exact child downloads. The useful handoff advances from revision 1 to 2. Both files are 48 bytes, SHA-256 `8b742bd4e8123a7c078f0a8d9f3449fbfa8a320d7d90be641a2818db3c53d92c` and `f42db9774fa06e804ab7d596fc8b922a2b638921c418b87d0111151d290a6afe`; exactly one byte changes and old history remains. The agent is paused with zero active runs/errors. Both artifact work products have `isPrimary=false`, and descriptive titles fail a stricter title-helper assumption; these retained results are scoped editorial follow-up, not new merge gates. Six source-bound screenshots are uploaded and verified in the private primary QA report. - [Literal 9546 managed proof](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-38485488621-1/index.html): original 19 assertions and completed judge pass, four native turns, child-bound240-byte file and session/workspace continuity. Checkout reports a verified generated target-lock mutation; full final porcelain was not retained. Signed execution-image identity remains separate from Core source. - Actual 651a Test deployment succeeds on one owned/pinned target. One ordinary Auto API-key Connect then fails native cleanup before hire. Controller turn/drain/suspend completion and service-recorded environment cleanup are observed; they do not certify physical deletion or native authority retirement. Failure/recovery/unknown holds are retained. No Legacy switch or unchanged paid retry. The two source repairs above require actual treatment. - [Current immutable Core preview](https://github.com/paperclipai/paperclip/actions/runs/38570365725) and matching DB/shared artifacts pass. One owned, pinned Test target serves exact `1c03`; identical migration history correctly skips the migrator. Ordinary Auto Codex Connect succeeds and hires native; saved native selection and QA bounds survive reload. The initial child preparation attempt fails before provider work, with actual stdout identifying `renewal_deadline`; its trigger remains unknown and the failure is retained. Normal Board **Try again** and **Resume** recover the child to Done, producing a browser-verified 44-byte file, SHA-256 `0a8458b1efcc2d7a0d815689458c4caab039a46c7c7a3e5805de6bc8b1a96ecc`. The actual parent callback reports the completed child document/file. The existing validator requires a parent-owned attachment, so recovery enters normal Review; after byte checking, normal **Approve completion** reaches parent Done. No forced status or duplicate parent file is used. The validator is unchanged from integrated and current master. Autonomous initial callback-to-Done is not proven. The same-child follow-up completes document revision 2 and publishes a second independently downloaded 44-byte file, SHA-256 `22022257300fae762784632d08d3bbe0bab61e2ce81f91864a14dcd7aa464591`; only the revision digit changes. The unchanged existing native-continuity and attachment oracles pass. All ten recorded runs are terminal: nine native successes and the retained pre-provider setup failure. The QA agent is paused with zero active runs. The pre-existing parent evidence scope mismatch is a separate follow-up, with ordinary completion review exercised rather than a forced status or relaxed validation. This unsigned Core preview remains distinct from post-merge private Cloud composition. ## Risks - Saved agents are not migrated. Explicit runner changes use normal configuration/session rules; historical runs retain their recorded execution. - Native readiness depends on verified assets and server-owned target qualification. A Legacy probe, HTTP200 or successful account save cannot prove native readiness. - Recovery exceptions remain restricted to validated completed-onboarding reports; process-loss, ownership and terminal-state safeguards remain active. Unexecuted live journeys stay open. - Linux ARM paid tasks, Windows, Alpine and 32-bit ARM remain deferred. Cold Cargo cache misses are recorded; no warm-cache speedup is claimed. - Historical invoices/physical cleanup remain unconfirmed and held. After merge, exact published npm canary, signed standard image/migrator, private composition and serving/live acceptance still require qualification. Production deployment/default promotion is not authorized. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tools, code execution and parallel agents. Exact serving snapshot and context-window size are 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 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 linked public issues or PRs above - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run the stated 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 on the current candidate - [x] Greptile is 5/5 with no open findings on the current candidate - [x] I will address all reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 11:33:02 -05:00
DottaandPaperclip	b8ffeb973a	feat(runner): add experimental Grok Bot agent participation (#16219) ... ## Thinking Path > - Paperclip manages AI agents that perform work for a company. > - The shared Runner owns task admission, authority, receipts and finalization. > - An existing Grok Bot needs to receive assignments and return results through that Runner. > - The Bot also needs governed access when it starts work from its own conversation. > - This PR adds agent-purpose MCP access and routine webhook dispatch. > - It reuses the external-agent Rust Runner and keeps Grok capabilities explicit. > - The provider stays experimental until the real-client managed journeys pass. ## Linked Issues or Issue Description **Agent or provider** Grok Bot, distinct from the Grok Build coding runtime in #13882. **Why this adapter is useful** Users can assign work to an existing Bot, receive progress, questions, documents and files in Paperclip, and let the Bot initiate work under its agent permissions. **How the agent is invoked** A webhook-only routine delivers bounded references. Dedicated named-agent OAuth and MCP provide inbound calls. Setup follows [Grok routines](https://cursor.com/help/grok-bot/routines) and [custom plugins](https://cursor.com/help/grok-bot/connect-plugins). The current desktop app needs its Bot-generated Webhook URL navigation link when routine-row clicks fail. The GitHub search found related Grok Build runtime work, but no existing Grok Bot agent provider. This extends the roadmap’s existing agent, Runner, governance and artifact foundations. ## What Changed - Add default-off Grok Bot participation through the shared real Rust external backend, preserving native provider identity guarantees and distinguishing session closure from remote termination. - Bind agent OAuth to company, agent, client, gateway and authorizer; recheck permissions and task-bound execution authority without manufacturing a native identity. - Persist routine configuration, dispatch intents, authenticated acknowledgement and recovery holds. Store URL/key together in encrypted secret storage, use guarded public egress, and never automatically replay ambiguous HTTP delivery. - Reuse native tools, durable waiting, completion assessment and review. Add task-bound file grants through existing artifact storage; suppress proactive echo dispatch and synchronous result wake loops. - Enforce the current native deliverable work-mode policy at file-ticket issuance and use. Add operator retries for confirmed rejected wakes, with retained receipts, stable retry intent and current-authority checks. Recovery locks bindings before routine rows. Thread Stop resolves the selected run and its agent. - Cancel queued and preparing Stop targets before assignment creation, restore saved setup after a failed request and successful retry, and publish the Grok provider descriptor schema. Advance the versioned Copilot source declaration for the shared schema change; its qualification remains pending. - Filter task summaries with the shared privacy policy, preserve feedback admission when wake delivery is blocked, reconcile settled delivery receipts without restoring work authority, and bind every Stop control to its displayed run. Recovery records distinguish dispatch uncertainty from a revoked session. - Add resumable guided setup, credential replacement, consent, management, observed work status and stop/recovery controls, plus an interactive Storybook journey using the production task thread, question form and report card. Grok’s own apps remain available; Paperclip workspace and third-party tools are deferred. ## Verification - Five focused protocol, authorization, person MCP and Runner files: 192 tests pass. The Grok assigned-work case executes the actual Rust Runner, saves a document, uploads/deduplicates a file and reaches ordinary finalization. - Proactive intake/deduplication and renewed-session recovery pass. These use scripted clients and synthetic storage; they are not real-provider acceptance. - Repository typecheck, production build, token gates, map checks and Storybook build/catalog checks pass. The local full-suite campaign was stopped after macOS shared-memory exhaustion repeatedly prevented embedded PostgreSQL startup. No local aggregate pass is claimed. The first clean-worker CI run identified avatar fixture/configuration, flag defaults, feature-card ordering and OpenAPI route-coverage gaps; all four focused regressions pass after correction. Those regressions pass. The latest clean-worker CI run also found a Copilot source-hash declaration mismatch after the shared descriptor update; the corrected declaration passes all 28 integrity tests. The next review corrections pass 144 rendered UI tests, 21 OpenAPI tests and 82 Runner contract/integrity/history tests. The latest database fixtures were blocked at startup by host shared-memory exhaustion; clean-worker CI must execute their new regressions. Full current-head CI now passes: 54 successful checks and four intentional skips. The database regression uses the PostgreSQL driver result shape; file-policy, rejected-feedback and lock-order cases pass on clean workers. Current-head Greptile is 5/5 with no unresolved findings. - Rendered setup steps and outbound-only verification were walked through in Storybook. Simulation cannot enable Done without an authenticated-reply state. - Actual client OAuth, continued access, reconnect and one routine wake with an exact chat acknowledgement were observed separately. This candidate’s live authenticated challenge, assigned/proactive workflows, Linux managed artifact, restart and cleanup are not yet qualified. The provider stays disabled by default. - The separate Cloud ingress change forwards only exact task-bound upload/download paths and preserves host identity and header stripping. - Current Cloud policy reserves Test for pre-merge app/harness experiments; Staging accepts only master-derived revisions. Real-client qualification needs a supported, authorized deployment target and remains outstanding. ## Risks One append-only migration adds routine/dispatch state and extends shared bindings and file tickets. The unshipped migrations were regenerated after upstream consumed their original numbers. Rolling back code retains the durable rows; revoke grants and inspect unknown remote activity before resuming dispatch. Grok cannot confirm remote termination, stream its complete transcript or report spending. Plugins are account-wide and do not isolate credentials between Bots. Real-client managed acceptance remains required before enabling the experimental provider. ## Model Used OpenAI Codex based on GPT-6, with reasoning, code execution and browser/native UI tools. The exact deployment model ID and context-window size are not exposed by this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 20:57:42 -05:00
3 people	9cc979116e	fix(server): stop reporting queries that outlive the database shutdown (#16243) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The server reports unexpected route errors to Sentry through the shared error handler. > - An orderly shutdown drains the HTTP listener, and then it ends the database pool. > - `server.close()` completes when the sockets close. A route handler whose client disconnected, or whose socket the drain timeout closed, can still run. > - The next query of that handler fails with postgres.js `CONNECTION_ENDED`, because this process ended the pool. The error handler reports this as a 500 crash. > - This pull request marks the pool as closing just before it ends. The error handler then skips the error sinks for that one error code during shutdown. > - Public MCP calls run in their own internal Express app, so the flag is also shared with that app. > - The benefit is that a normal restart does not create false Sentry crash reports. Real errors are still reported. ## Linked Issues or Issue Description No public GitHub issue exists. This is the bug description. **What happened?** A staging server restarted. During the restart, `GET /api/companies/:companyId/heartbeat-runs` failed in the per-row run privacy check (`canActorReadHeartbeatRun`). The error was `Failed query: select "id" from "issues" ...`. Its cause was `write CONNECTION_ENDED <host>:5432`. postgres.js raises this code only for a query that starts after the process called `sql.end()`. The error handler sent the error to Sentry as a crash. **Expected behavior** A query that runs after the shutdown ends the pool is an expected part of the shutdown. The server must not report it as a crash. If the response is still open, the server answers `503`. The server must continue to report all other errors. **Steps to reproduce** 1. Start the server, and send a slow request (for example, a large heartbeat run list). 2. Close the client connection, or let the 5 second drain timeout close it, while the handler still runs. 3. Send SIGTERM. The shutdown drains HTTP and ends the pool. 4. The handler's next query fails with `CONNECTION_ENDED`. Before this change, the error goes to Sentry. ## What Changed - `server/src/database-retry.ts`: Add `isEndedDbPoolError`. It finds the postgres.js `CONNECTION_ENDED` code anywhere in the error `cause` chain. `isTransientDbConnectionError` now uses the same chain walk. Its behavior does not change. - `server/src/index.ts`: The orderly shutdown sets `app.locals.paperclipDatabaseClosing = true` immediately before it ends the database pools. - `server/src/middleware/error-handler.ts`: When the flag is set and the error is `CONNECTION_ENDED`, the handler answers `503 { error: "Server is shutting down" }`, or it ends the response if the headers are already sent. It does not call Sentry or crash telemetry. This follows the existing client-abort (`ECONNRESET`) case. - `server/src/services/public-mcp/capabilities.ts` and `server/src/app.ts`: `createMcpApiDispatch` takes the main app's locals. Each per-call dispatch app reads `paperclipDatabaseClosing` through a live getter, so a public MCP call that outlives the pool is handled the same way (Greptile review finding). - `server/src/__tests__/error-handler.test.ts`: Add tests for the 503 path, the headers-sent path, `CONNECTION_ENDED` outside shutdown (still reported), and `CONNECTION_CLOSED` during shutdown (still reported). - `server/src/__tests__/public-mcp-dispatch-shutdown.test.ts`: Send an ended-pool error through the real MCP dispatch, both during shutdown (503, not reported) and outside shutdown (reported). ## Verification - `cd server && vitest run src/__tests__/public-mcp-dispatch-shutdown.test.ts src/__tests__/error-handler.test.ts src/__tests__/cloud-tenant-transient-db-retry.test.ts`: 25 tests pass. - With only the error-handler change reverted, the two new error-handler shutdown tests fail. With only the dispatch change reverted, the MCP shutdown test fails. The negative-control tests pass in both cases. - I could not run the full `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build` locally, or `public-mcp.test.ts`, which needs built workspace packages. The sandbox has a 4 GB memory limit. CI runs the full gates. ## Risks - Low risk. The skip applies only to `CONNECTION_ENDED`, and only after the shutdown starts to end the pools. postgres.js raises that code only for a pool that this process ended. Network and database failures (`CONNECTION_CLOSED`, `CONNECTION_DESTROYED`, and others) are still reported. - `CONNECTION_ENDED` outside shutdown (for example, a dedicated client used after it ended) is still reported as a crash. - The MCP dispatch app gets only the shutdown flag from the main app's locals. It does not get any other locals. - No schema, API contract, or UI change. ## Model Used Anthropic Claude Opus 5.5 (`claude-opus-5-5`) in Claude Code, with tool use (repository inspection, shell, test execution) and the Sentry and GitHub connectors. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-13 18:26:03 -07:00
DottaandPaperclip	473c80d13f	Automatically import and update project repository skills (#16066) ... Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources. Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 16:11:43 -05:00
Nicky LeachandPaperclip	db65a0863e	Deliver durable resource lifecycle events to plugins without polling (#16203) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Plugins keep external resources aligned with Paperclip projects and agents. > - The durable resource journal stores changes, but its plugin interface requires polling. > - Project deletion has no journal entry, so consumers must scan for missing projects. > - This PR delivers committed journal events through a native plugin callback and records deletion. > - Plugins can recover unfinished work without periodic change scans. ## Linked Issues or Issue Description Related: #15343 introduced the durable inbox. #15631 added required agent lifecycle participation. This change keeps both contracts and adds automatic delivery for the resource inbox. **What happened?** Plugins must schedule reads of the durable inbox. A deleted project has no durable deletion event. Consumers must scan saved bindings to detect its removal. **Expected behavior** Core should deliver committed resource events and replay unfinished work. Empty queues should have no polling timer. Project removal should leave a durable event. **Steps to reproduce** 1. Install a plugin that consumes project lifecycle events. 2. Create or update a project. The plugin must call `listLifecycle` to discover it. 3. Delete the project. The journal has no deletion entry. ## What Changed - Add `resourceLifecycle` to the manifest and `onResourceLifecycle` to the SDK. Require `events.subscribe` and a configured, enabled company scope. - Reuse transaction-aware work signals and the delivery coordinator. Wake after commit, on startup and plugin activation, and after configuration changes. - Acknowledge only a matching successful result. Retry unfinished or interrupted work. Retain deferred events without an idle retry timer. - Wake again after successful worker configuration application, and retain failed scans through idle drain (both Apex findings fixed). - Keep ordering per resource and deliver past failed or deferred resources. Keep the manual inbox methods for existing consumers. - Record project deletion in the removal transaction. Extend the journal constraint with a generated migration. ## Verification - Apex follow-up: 129 focused worker, delivery, coordinator, and application tests passed; server typecheck passed. Regression coverage verifies configuration-application races and failed scans across idle drain. - Focused lifecycle, transaction coordinator, manifest, and SDK dispatch suites: 105 tests passed, including single-connection saves, redacted failure diagnostics, wakeups retained during idle drain, and per-event retry deadlines. - Complete SDK suite plus delivery database tests: 128 tests passed. - Shared, database, and SDK typechecks passed. Direct server `tsc --noEmit` passed against rebuilt SDK declarations. - Full local `pnpm test:run` finished with 19,491 passed, 148 skipped, and 6 failed tests across 5 files (plus two suite setup errors). This run overlapped branch updates and is not final-head evidence: failures included missing Cargo, local Git default-branch assumptions, and stale in-process lifecycle modules. Final Apex-fix commit `75d028788` passed all CI gates, including the full test shards, and received Apex 5/5 with no unresolved comments. - `pnpm -r typecheck` and `pnpm build` were attempted. Both stopped because Cargo is unavailable locally. CI supplies the Rust toolchain. - Local installation used the repository's documented lockfile fallback because master has dependencies missing from its lockfile. No dependency changes are included here. ## Risks - Delivery is at least once. Plugins must re-read current state and make external effects idempotent. - Signals are process-local, like the other delivery queues. Startup recovers committed rows. Independent database writers or multiple active server processes require an explicit ownership and wake protocol. - Apply migration `0340_open_warlock.sql` before running code that records project deletion. Earlier deletions cannot be reconstructed. - Automatic delivery selects plugins with company configuration rows. `deferred` waits for a later startup, configuration change, or other work notification. - This does not replace required agent lifecycle participation or establish that external mounts are unused. ## Model Used OpenAI Codex (GPT-6), with tool-assisted code editing, code inspection, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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 12:00:30 -07:00
Devin FoleyandPaperclip	833769ab55	perf(chat): schedule Telegram maintenance from commits and deadlines (#16094) ... Replace periodic Telegram discovery and maintenance scans with bounded startup recovery, connection-specific commit notifications, and durable action deadlines. Preserve ownership, inactive subscription parking, retry and cleanup recovery, and atomic credential binding updates. Verified full typecheck/build, 30 focused scheduler tests, 12 database-backed recovery cases, all current-head CI checks, and Greptile 5/5 with no unresolved threads. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 07:55:27 -07:00
Devin FoleyandPaperclip	a0651c96f8	Add database-free process liveness probes (#16101) ... Expose process liveness without database or credential queries while preserving hostname and runtime identity guards. Deep health and sleep/wake readiness checks retain their existing behavior. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-13 07:43:46 -07:00
DottaandPaperclip	f329b24ee1	feat: give tasks durable project-optional workspaces (#15749) ... Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries. Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head 753680b61c. All review findings are resolved; the PR records focused verification and historical acceptance limits. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-12 20:45:18 -05:00
DottaandPaperclip	e733bddc45	perf(chat): stop polling provider action and session sync queues (#15822) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat stores pending provider actions in durable database rows. > - Three action queues still scan every second when empty. > - These scans keep idle databases active. > - This pull request wakes those queues after a commit or at their next deadline. > - Empty queues stop querying while existing recovery rules remain in place. ## Linked Issues or Issue Description Refs #15808, #15802, #15625. Related sleep work: #15750, #15757. **What existing behavior does this improve?** Provider messages and notices, accepted GitHub webhook receipts, and Slack session status synchronization. **Current behavior** Chat maintenance scans these three queues every second. It also rechecks paused Slack sync rows every 30 seconds. **Proposed behavior** Reuse the transaction-aware action workers and existing chat_actions rows. Wake after commits. Restore unfinished work on startup. Use stored retry and stale-claim deadlines. Stop scanning when empty. Park paused Slack sync rows until an endpoint change. ## What Changed - Add three topics to the existing action worker registration. No tables, migrations, triggers, or external services. - Signal producers, claims, retry updates, terminal settlements, and operator resolution inside their owning transaction. Provider I/O remains outside transactions. - Share pending-state and deadline predicates between dispatch and scheduling. Exclude terminal history and uncertain provider sends. - Preserve GitHub receipt attempt fences and provider-send quarantine. Preserve Slack's 30-minute refresh while a session is processing. - Remove these workers from periodic app maintenance. Update the sleep inventory and add regression coverage. ## Verification - Passed: 13 focused tests across scheduler, app wiring, and real PostgreSQL integration. Covers actual commit wakes with deferred fast paths disabled, GitHub retries and startup recovery, stale-send quarantine, Slack publication-to-sync delivery, paused deadlines, and idle queues. - Passed: pnpm typecheck. - Passed: full chat integration and related coordinator suites, **1,274 tests across five files**. - Passed: pnpm build. - Greptile: **5/5**, no actionable findings, completed on `dc284cd275e5f6df624d60b27954421f2bcdbee2`. - Hosted CI: **54 checks passed**, two intentionally skipped Storybook checks, no failures or pending checks on `dc284cd275e5f6df624d60b27954421f2bcdbee2`. Provider responses are simulated. PostgreSQL, transactions, service dispatch, and scheduling are real. No live Slack or GitHub App was used. ## Risks - Writers must emit the existing process-local transaction signal. Independent database clients and direct SQL still need explicit integration or startup recovery. - Accepted GitHub receipts are covered. Finding callbacks GitHub never delivered still uses the separate provider recovery lane. - Other chat maintenance and persistent transports still run. This does not establish whole-instance sleep. - Existing claim, revision, credential, and authorization checks remain authoritative during concurrent foreground and scheduled dispatch. ## Model Used OpenAI Codex (GPT-6), with repository inspection, code execution, and automated tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-11 06:08:05 -05:00
DottaandPaperclip	b1ebe3de3c	perf(chat): wake action queues from commits and deadlines (#15808) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat keeps durable rows for provider actions and setup messages. > - Five action queues still scan the database every second when empty. > - Empty scans add idle database traffic and prevent cost savings from sleep. > - This pull request wakes these queues when their writes commit or their next deadline arrives. > - Existing rows retain retry and restart recovery. Empty queues stop scanning. ## Linked Issues or Issue Description Refs #15802, #15625, #15750, #15757. Related allocation work: #15153. **What existing behavior does this improve?** Idle chat reconciliation for Slack Board messages, Slack slash-command task starts, Slack setup verification messages, receipt reactions, and Slack session stops. **Current behavior** The app runs these five queue scans through chat maintenance every second, including when no work exists. **Proposed behavior** Each queue has an independent worker on the existing scheduler. Producers and foreground claim/retry/settlement writes announce work inside their database transaction. The worker wakes after the outer transaction settles. Startup restores durable work. Shared dispatch and deadline predicates select real retries and abandoned claims. Empty queues disarm. **Subsystem affected** Server chat services. No schema or migration changes. ## What Changed - Register five action workers alongside the three delivery workers from #15802. Remove their scans from periodic app maintenance. - Share action eligibility between dispatch and deadline selection. Park paused Board messages and task starts until endpoint changes. Preserve uncertain-send quarantine. - Wake setup verification after account, welcome, registration, or authenticated callback changes. Exclude prerequisites that need another event. - Persist a retry time for failed provider-confirmed task admission. Its own commit notification cannot cause an immediate retry loop. - Reuse the existing transaction signals and scheduler registration code. Provider calls remain outside database transactions. - Update the instance-sleep inventory and add scheduler and PostgreSQL regression coverage. ## Verification - Passed: 37 scheduler, coordinator, and app-wiring tests, including an idle hour with no further scans or timers. - Passed: seven focused PostgreSQL chat cases. These cover deadline eligibility, startup recovery, outer-commit wakes, actual producer signals, and signed-callback verification without maintenance polling. - Passed: `pnpm typecheck`. - Passed: full chat integration suite and related publication/coordinator tests, **1,278 tests** across six files, including **1,228 chat integration cases**. - Passed: `pnpm build`. - After the review fix, seven focused PostgreSQL integration cases and the server typecheck passed again. Deadline and dispatch queries now exclude completed action history. - Greptile: **5/5** on `35a979fce6bb9ab910fab3373ec8e537fc2d01a9`, with the prior finding resolved and no new findings. - Fixed a CI timing failure in the GitHub mention integration test: asynchronous admission now has an explicit ten-second assertion deadline instead of the default one second. The failure reproduced locally; all five mention variants and all 398 cases in the matching CI shard pass after the fix. - Hosted CI passed on `35a979fce6bb9ab910fab3373ec8e537fc2d01a9`: **54 successful checks**, two intentionally skipped Storybook checks, no failures or pending checks. Provider responses are simulated in the integration suite. PostgreSQL, transactions, service dispatch, and scheduling are real. No live Slack workspace was used. ## Risks - Every producer that changes runnable state must emit a transaction signal. This change covers the five queues and their foreground dispatch/retry paths. Direct SQL and independent DB owners still need explicit integration or startup recovery. - Missing retry or claim deadlines can strand work. Tests compare the dispatch and deadline behavior, including paused and uncertain states. - Other provider maintenance, sockets, and scheduled jobs remain. This change does not establish full instance sleep. - No new tables, migrations, or provider credentials are required. ## Model Used OpenAI Codex (GPT-6), with repository inspection, code execution, and automated tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-10 13:14:23 -05:00
DottaandPaperclip	a7dd5284b5	feat: add company fast-response acknowledgements (#15748) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human messages start agent work through task, chat, and external-channel intake. > - Agent startup can delay the first visible response. > - A small direct model call can acknowledge the request while normal work starts. > - This response must remain separate from evidence that the agent answered or completed work. > - This pull request adds optional company-wide fast responses with durable receipts, access checks, and cost accounting. > - Users receive prompt acknowledgement without changing the agent execution path. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: database, shared contracts, server orchestration, connections, and UI. **Problem or motivation** Users can wait for an agent to start before they receive a contextual response. Generic progress messages do not confirm what the user asked. An acknowledgement must not falsely complete work or satisfy an unanswered turn. **Proposed solution** Add a disabled-by-default experimental fast-response model using an existing shared API connection. Generate one short acknowledgement for each accepted human turn. Use the existing agent identity and external publication outboxes. Retain platform provenance and account for the inference independently. **Alternatives considered** Running the acknowledgement through the agent runtime adds startup latency. Restricting implementation to OpenRouter leaves other existing API connections unsupported. This change supports all existing API connections and uses OpenRouter for live verification. **Roadmap alignment** This extends existing agent communication and connection settings. ROADMAP.md and open pull requests were checked. No duplicate fast-response implementation was found. The maintainer supplied the feature plan directly. ## What Changed - Add Experimental fast responses to instance settings. Keep the feature off by default. Enforce the flag at intake, dispatch, and publication. - Move Decision model and Fast response setup to company Settings → Connections when the experiment is enabled. Place Connections below Environments. Separate the model sections with clear headings and a divider. Keep Decision model in General when the experiment is off. Route Costs setup links to the available settings page. - Make the acknowledgement prompt a multiline template string. Ask for a brief, positive response in the user’s language. - Add settings, connection/model selection, sponsorship, fixed-sample testing, and Costs history. - Add a Vercel AI SDK text service for existing native, routed, Bedrock, and local API connections. - Add durable per-turn requests, a bounded worker, a three-second admission deadline, and one inference attempt. - Integrate task creation, task and agent chat, steering, queued follow-ups, experimental board chat, shared chat intake, and email. - Preserve receipt provenance and exclude receipts from completion, recovery, interaction resolution, and agent wakeups. - Recheck authorization, source validity, real replies, budgets, and destination binding before publication. Preserve accounting for suppressed or uncertain outcomes. - Add provider contracts, database race tests, channel outbox tests, UI tests, Stories, and documentation. Keep decision-model execution unchanged. ## Verification - Local `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after rebase. The UI typecheck and build also pass after the final navigation fixes. All 37 focused navigation tests pass. The first full local `pnpm test:run` invocation reported seven chat failures. All seven passed in isolated reruns after fixture updates and host cleanup. This invocation was stopped after the full final-head CI suite passed. - Initial local database tests hit macOS shared-memory exhaustion. A diagnostic confirmed `shmget: No space left on device` with the system limit of 32 IDs. Three abandoned, unattached PostgreSQL IPC headers were reclaimed. The isolated rerun passed all 31 fast-response and channel tests. The two additional Slack regression cases also passed in a separate rerun. No active database was stopped. - UI token gates pass. Provider contract tests cover all supported API connection types. Fast-response tests cover uniqueness, authorization, budgets, expiry, cancellation, restart, real-reply races, and the experimental flag. - The test drive verified that disabling the experiment hides Connections and redirects its direct URL. Enabling it restores the saved OpenRouter setup. After restart on the final commit, the OpenRouter settings sample returned “Sure, I’ll take care of fixing the border around the settings panel.” in 428 ms. It used 260 input and 31 output tokens and recorded $0.0000576 in reported cost. - Earlier live OpenRouter verification produced a receipt in 1.013 seconds for a new task. The real agent then supplied its substantive answer. A separate settings test took 1.34 seconds, used 246 input and 23 output tokens, and recorded $0.0000361. - Live Slack verification on final commit `24016fa525961ebc7a4acffdc5019ce123970549` passed for a fresh initial task and a follow-up in a disposable bot DM. The initial acknowledgement appeared 2.405 seconds after the Slack message and 1.413 seconds after durable acceptance; the follow-up appeared in 2.322 seconds and 1.160 seconds respectively. The recorded generation/settlement durations were 898 ms and 697 ms. The initial call used 291 input / 39 output tokens and cost $0.00006705; the follow-up used 281 / 47 and cost $0.00007035. - The Slack acknowledgements retained the assigned agent identity and `origin: fast_response`, source-turn references, and no fabricated run ID. A status snapshot after the initial receipt showed the task still `in_progress` with its real execution run. The agent then read the CSV fixture and correctly reported two ready items, two blockers, and their owners. Both replies stayed in the originating DM, and no duplicate generic working message followed the delivered contextual acknowledgements. The `new` command started a fresh conversation session without generating a fast response. - An earlier eligible Slack turn generated a response but suppressed publication. Its reported cost was retained, generic progress remained, and the real agent completed the requested result. This is recorded separately from the two delivered acknowledgements; the history did not expose a precise suppression reason. - Slack verification used real signed provider events, the existing intake/publication paths, and a user-approved temporary webhook-only HTTPS tunnel. Subscriptions were limited to direct-message events. The test bot was paused and the tunnel stopped afterward. Live channel/group-thread and GitHub journeys remain unverified; their mocked tests cover intake, destination binding, publication, and continued underlying work. - Greptile reviewed final commit `24016fa525961ebc7a4acffdc5019ce123970549` at 5/5. Both new review findings are fixed and all threads are resolved. [Final-head CI run](https://github.com/paperclipai/paperclip/actions/runs/38060015730) passed. This includes grouped server/chat/workspace tests, serialized suites, runner checks, browser journeys, typecheck, build, release registry, policy, and the canary dry run. - Manual check: enable Experimental fast responses. Open company Settings → Connections. Select a shared API connection and model. Save and use Test response. Submit a task message and confirm that its receipt does not complete the task. ## Risks - The migration adds receipt and configuration tables plus accounting references. It uses idempotent statements and follows the current migration sequence. - A slow provider, authorization change, or real-agent reply can suppress an acknowledgement. Existing progress feedback remains available. - Unknown provider billing retains a reservation until reconciliation. External deliveries with uncertain outcomes must not be blindly repeated. - Live Slack initial-task and follow-up DM journeys pass. Live Slack channel/group-thread and GitHub journeys remain unverified. The PR remains a draft and records these gaps. Final-head repository CI and automated review pass. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser interaction. The runtime does not expose an exact model snapshot ID or context-window size; these are not asserted. ## 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>	2026-10-10 13:09:17 -05:00
DottaandPaperclip	19e9facc5b	perf(chat): wake delivery queues from commits and deadlines (#15802) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors store incoming messages and outgoing publications in durable queues. > - The app checks these queues every second, even when they are empty. > - Empty scans keep the database active and hinder instance sleep. > - This pull request wakes three queue workers after transactions settle and at known retry or recovery deadlines. > - Empty queues stop scheduling checks. Existing rows retain their ordering, retry, and recovery rules. ## Linked Issues or Issue Description **What existing behavior does this improve?** Idle database activity from incoming chat deliveries, outgoing publications, and Slack upload receipt recovery. **Subsystem affected** `server/` — chat delivery and background work scheduling. **Current behavior** The app's one-second chat timer scans the three queues together with provider and action maintenance. Empty queues continue to query PostgreSQL. **Proposed behavior** Register three independent workers with the existing delivery coordinator. Producers announce work inside their database transactions. Commit wakes the corresponding worker. Startup restores outstanding work; persisted retries and stale claims supply the next deadline. An empty queue has no recurring scan. **Reason and benefit** Remove avoidable queue reads without requiring a new table, an external scheduler, or a persistent PostgreSQL listener. **Breaking changes** No schema or public API change. Work notifications are scoped to the app's shared database owner. Direct SQL and independent database roots do not send these notifications; startup still scans durable work. **Additional context** Refs #15625, #15750, and #15757 for the preceding sleep work. Related: #15153 reduces chat query allocation while retaining polling. This PR changes when the three queue workers run; it does not add query caching. ## What Changed - Register independent incoming delivery, publication, and Slack receipt workers on the shared scheduler. - Add transaction work signals at queue writes, endpoint state changes, and action transitions that unblock publications. Keep provider I/O outside the added transactions. - Restore deadlines from durable retry times, abandoned claims, and publication lease expiry. Share publication and receipt eligibility rules between dispatch and deadline queries. Respect incoming conversation order and lifecycle dependencies. - Exclude publications blocked by unresolved Slack tool sends. Wake them when the tool receipt changes. - Wake publication dispatch when an endpoint send finishes so free slots refill. Preserve per-endpoint concurrency, conversation order, and conservative handling of uncertain sends. - Wake receipt recovery when a stale publication becomes `delivery_unknown`, and wake queues when a provider connection recovers. - Commit interaction publications with their callback tokens so dispatch cannot see an incomplete card. - Keep provider runtimes, other action outboxes, milestone and wake-notice projection, Teams protocol maintenance, GitHub recovery, and Slack session synchronization on their existing maintenance cadence. This PR does not make the whole chat subsystem idle. - Update the instance sleep inventory with this partial migration and its remaining work. ## Verification - All 1,225 PostgreSQL chat integration cases passed across the three hosted chat shards. These cover retry and lease deadlines, blocked followers, unresolved Slack sends, provider recovery, commit visibility, and endpoint slot refill. - 32 local app-wiring, queue-worker, and delivery-coordinator tests passed after updating the wiring assertion for event-driven dispatch. Fake timers cover an hour of idle time without queue scans. - Related publication, interaction, receipt, and wake-notice tests passed locally. The 13 interaction integration cases include atomic rollback when callback-token storage fails. - Local `pnpm typecheck`, `pnpm build`, and final server typecheck passed. All hosted checks passed on the final commit, including build, typecheck, test shards, release registry checks, and the canary dry run (54 successful checks; two Storybook checks skipped for this backend change). - The last local PostgreSQL rerun was skipped because the embedded database startup probe failed after five attempts. The hosted PostgreSQL cases ran successfully; their skips only partition cases across shards. - `git diff --check` passed. Greptile is 5/5 on the final commit with no unresolved findings. ## Risks - Every producer that makes queued work eligible must send a transaction work signal. The tests exercise commit visibility, concurrent wakes, worker failures, and restart recovery. Future direct SQL writers must participate in this contract. - The existing database work-signal layer reconciles uncertain transaction outcomes. This PR adds no work-signal table or schema migration. - Provider and action maintenance still polls. Further changes are required before an idle chat-enabled instance can sleep. - Tests use real PostgreSQL with simulated provider responses; they do not send messages through live provider accounts. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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>	2026-10-10 09:13:44 -05:00
DottaandPaperclip	35511366dc	perf(server): schedule browser cleanup only while sessions exist (#15757) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Hosted instances must become quiet when they have no work. > - Browser Use queried its session table every three seconds, even when empty. > - Existing session rows already store the next poll time and cleanup lease. > - This pull request uses commit signals and those saved deadlines to schedule cleanup. > - Empty instances stop browser database scans. Live sessions keep their safety checks. ## Linked Issues or Issue Description **What existing behavior does this improve?** Browser Use background cleanup and recovery. This follows #15625 and #15750. **Subsystem affected** server/ — REST API and orchestration services. **Current behavior** The app scans for due sessions every three seconds, including instances that have never used Browser Use. **Proposed behavior** Scan once at startup. Wake after session creation, provider-create settlement, stop requests, or credential-removal cleanup. Schedule the next check from `nextPollAt` and `leaseUntil`. Stop scheduling when all sessions are terminal. **Reason and benefit** Remove empty database traffic so idle stacks and their database connections can become quiet. **Breaking changes** No API or schema change. Running and idle sessions retain provider polling, cost accounting, access checks, expiry checks, and cleanup retries. ## What Changed - Register browser cleanup with the existing work coordinator. Remove the app's three-second interval. - Signal existing session transactions before writes. No new tables or provider infrastructure. - Restore deadlines from live sessions and their leases. Wake after a credential-removal sweep releases its lease. - Wait for concurrent cleanup instead of returning while it still runs. Drain and standby preserve deferred work. - Add scheduler tests and database-backed commit and restart coverage. Update the connector guide and sleep inventory. ## Verification - Passed: focused browser worker and shared coordinator tests, 17 tests. - Passed: browser lifecycle, route-scope, viewport, and transport tests, 50 tests. The lifecycle suite uses real local Postgres and a simulated provider. - Passed: `pnpm -r typecheck` and `pnpm build`. - Passed: all hosted test groups for this commit. Started full local `pnpm test:run`, then stopped its duplicate serial run after the complete hosted sharded suite passed; no full local-suite pass is claimed. - Passed: direct server TypeScript check. Greptile reviewed `99c3217a2dea505be94081e729941e542e6fbc03` at 5/5 with no findings. All 54 applicable hosted checks passed; the two Storybook checks were skipped because this PR has no UI changes. ## Risks - Process-local signals cover services that share the instrumented database owner. Independent processes and direct SQL writes require startup recovery; this does not add cross-process notification. - Live sessions still poll. This removes empty scans; it does not make a running hosted browser sleep. - Cleanup uses the existing provider protocol and lease fences. Tests simulate the provider; no paid live browser was created for this scheduling change. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. 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>	2026-10-10 07:06:31 -05:00
DottaandPaperclip	3ec7309d91	feat(voice): add experimental Speko task connection runtime (#15727) ... First PR: runtime. UI: #15728. Qualification: #15729. ## Thinking Path > - Paperclip manages agent work through tasks and governed connections. > - Chat connections already bind external conversations to those tasks. > - Speko handles voice and telephony, while the selected Paperclip agent does the work. > - A call needs durable session authority, ordered follow-ups, and safe result delivery. > - This PR adds an explicit voice transport to the existing connection runtime. > - The UI and qualification suites follow in linked PRs. Speko stays experimental. ## Linked Issues or Issue Description **Problem or motivation** Phone and browser voice conversations cannot use the chat connection task lifecycle. A separate voice runtime is needed to preserve task authority, retries, and reply history. **Proposed solution** Add company-scoped voice sessions, signed callbacks, durable replies, inbound intake, and an agent-facing outbound-call tool. Reuse existing tasks, queues, secrets, and publications. **Roadmap alignment** This extends the experimental chat connector entry points under Agent Chat and Connected Apps. The project owner requested this feature. Refs #11418 for the original provider catalog proposal. This implementation uses the newer chat connection infrastructure rather than an MCP catalog-only integration. Refs #15721 for remote OpenCode startup. ## What Changed - Add additive voice schema, shared contracts, session APIs, and provider callbacks. - Bind browser, inbound, and outbound sessions to an endpoint, task, and selected agent. - Add low-trust guest intake in an explicitly selected sandbox and keep ordinary approval rules. - Submit task work through session-scoped tools and push approved replies through Speko POST /v1/calls/{id}/messages. - Distinguish provider acceptance from confirmed spoken playback. Reconcile reports without downloading recordings. - Add protocol, migration, persistence, provider, and delivery-diagnostic tests. ## Verification - Master 3389bea708 is integrated. Database/shared builds, server typecheck, migration upgrade/replay checks, and 46 communication-guidance/provider/protocol tests passed. - The final persistence suite passed 85 real-database tests. Five focused native continuation/authorization regressions passed. Five callback ownership/rotation tests passed after the last runtime repair. - Review repairs cover reconnect ownership, current caller authority, duplicate delivery, multipart answers, task-page answers, guest question handling, and saved sandbox recovery. - A real OpenCode/OpenRouter DeepSeek task ran in Daytona and saved a correct disk-space answer. This did not establish live-call playback. - Full local typecheck/build passed before the final repairs; focused typechecks passed after them. Latest-head CI runs the repository gates. - The separate integrated browser qualification passed two journeys and failed browser answer retrieval. The feature remains experimental. The report in #15729 records this failure and outstanding real-provider acceptance. - No lockfiles are included. Speko migrations follow master as 0324–0330. ## Risks - Voice sessions add migrations and provider-dependent lifecycle behavior. Migrations preserve existing chat and AI transports. - Callback origins must be reachable HTTPS. Provider keys and signing secrets remain vaulted. - Unverified callers receive task-scoped low-trust authority. Caller ID does not grant private task access. - Outbound telephony incurs provider charges. Provider acceptance is not proof that the caller heard an answer. - Keep the feature behind the existing experimental chat setting until the real browser, inbound, outbound, and delayed-result acceptance matrix passes. ## Model Used OpenAI Codex, GPT-6, with tool use and code execution. The exact serving 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 - [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>	2026-10-09 21:54:11 -05:00
DottaandPaperclip	ce024457f3	perf(server): wake email work from commits and deadlines (#15750) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Email connects agent tasks to durable incoming and outgoing messages. > - The email worker scans the database every second, even with no inboxes. > - These queries prevent idle database connections from closing. > - This pull request wakes email work from committed writes and known deadlines. > - Empty email installations stop polling. Existing delivery and catch-up guarantees remain. ## Linked Issues or Issue Description Refs #15625. Related standby work: #15314. **What existing behavior does this improve?** The AgentMail background worker and its database traffic when idle. **Current behavior** Every instance queries active email endpoints each second. Active inboxes also scan delivery queues each second even when no work is due. **Proposed behavior** Scan once at startup. Wake after endpoint and queue transactions settle. Restore the next retry or catch-up deadline from existing rows. An instance with no active inboxes has no recurring email queries or timer. **Reason and benefit** Thousands of empty instances should not keep their databases awake to discover that email is still unconfigured. ## What Changed - Use the shared transaction-aware coordinator for email work, including changes made by separate service objects on the same database owner. - Signal endpoint activation and control changes, incoming events, and outgoing sends inside their transactions. - Add an optional deadline to the coordinator. Email uses persisted retry times, mailbox catch-up times, and socket reconnect times. Only the first pending send in each conversation determines its send deadline. - Preserve startup recovery, lease fences, idempotency, standby suppression, idle drain, and shutdown. - Update the sleep inventory and add quiet-idle, commit, activation, retry, and lifecycle tests. ## Verification - Focused coordinator, email idle, and warm standby tests: 20 passed locally. - Database-backed email integration suite: 41 passed locally with real PostgreSQL and a simulated AgentMail provider. - After review, the updated delayed-reply regression passed separately: 1 selected test passed, 40 intentionally filtered out. It verifies no scans before the first reply deadline and delivery of both replies in order. - `pnpm -r typecheck` and `pnpm build` passed locally. - The local `pnpm test:run` was interrupted after its checkout was removed externally. Completed local checks above are preserved. The [final-commit hosted CI matrix](https://github.com/paperclipai/paperclip/actions/runs/37997072212) passed: 54 successful checks, 2 expected Storybook skips, no failures. It includes the full general and serialized test matrix, runner checks, browser tests, build, typecheck, and canary packaging. - Greptile: 5/5 on `ec98f3b86ee476d75e0edf3366b357377ea09d69`, with no actionable findings. ## Risks - New email producers must register work inside their write transaction. No new tables or migrations are required. - Signals are local to one database owner and its dedicated pools. Independent processes and direct SQL do not emit them. Startup recovers existing work; configured inboxes also retain their recovery deadline. - Active inboxes still catch up each minute. WebSocket mode still renews its lease every 20 seconds. This change does not provide external waking or make active sockets sleep. - Provider calls were simulated in tests. No live email was sent. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and test 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 (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>	2026-10-09 17:19:41 -05:00
DottaandPaperclip	ed2c22ea8c	feat(connections): simplify dedicated GitHub App setup (#15416) ... ## Thinking Path > - Paperclip manages agent work and the tools each agent can use. > - GitHub bots need their own App identity and restricted repository access. > - Manual App configuration and repeated setup gates make that connection hard to finish. > - GitHub can create an App from a manifest, but people must approve creation and repository access. > - Each Paperclip stack should own configuration, credentials, signature verification, and task admission. > - This change uses Cloud as an encrypted callback and event gateway, then completes setup in the stack. > - GitHub review bots have their own experimental setting. Chat connector opt-in does not control them. ## Linked Issues or Issue Description **What existing behavior does this improve?** Dedicated GitHub App setup, bot settings, and task-scoped GitHub replies. **Current behavior** Users must configure an App, copy credentials, repeat repository selection, and complete manual verification gates. Review settings are hard to scan. Mentions in descriptions can be missed, and automatic completion text can produce an extra GitHub comment. **Proposed behavior** Choose an agent and connect GitHub under a personal account or organization. GitHub asks for creation and installation consent. Paperclip resumes the same draft, stores secrets locally, imports access, verifies delivery, and opens Settings. Each accepted request has one editable App-owned comment for progress and results. Review assessments produce deterministic checks for the reviewed commit. **Breaking changes** GitHub bots require their own default-off experimental opt-in. The setup-method and delegated-agent screens are removed. Per-person automatic-run flags remain readable but are replaced by author filters. Existing connections, direct webhooks, saved restrictions, and manual existing-App recovery remain supported. Companion gateway: https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The roadmap and related PRs were checked; no duplicate dedicated-App wizard was found. ## What Changed - Add an independent **GitHub review bots** setting across the catalog, routes, identity admission, and task controls. Existing bots continue running when the UI setting is off. - Replace setup with Choose agent and Connect GitHub. Support personal and organization owners, inline low-trust conversion, saved drafts, known organization suggestions, automatic completion, and same-App recovery. - Keep manifests, OAuth PKCE, credential exchange, vault storage, installation verification, and original webhook-signature validation in the stack. Use the Cloud sealed gateway for public callbacks and outbound local delivery. - Add resumable owner metadata in migration 0323. Retry a failed registration renewal through the same durable replacement rather than creating another App route. - Support authorized mentions in issue and PR bodies, comments, inline comments, and review summaries. Preserve attachments, edited-source identity, duplicate protection, and lifecycle invalidation. Filter requests explicitly addressed to another connected bot. - Give agents task-scoped review, comment, and update tools. Update one working comment through progress and final output. Close coalesced requests and recover delayed acknowledgements, including deleted earlier working comments. Preserve automatic replies for legacy connections without saved review configuration. Preserve partial publication evidence and quarantine uncertain automatic fallbacks without blocking Board messages or questions. - Reorganize Settings and Access with rich slash-skill instructions, numeric passing scores, clear automation controls, formal-review tooltips, member and contributor sections, and verified App branding links. Preserve invalid score drafts and automation choices across tabs. - Paginate repositories in 20-row batches with search and a true connection-wide toggle. Batch verification at GitHub's 500-ID token limit. Keep saved repository overrides while hiding their editor. - Give each review a detail URL that remains usable beyond the newest 100 records. Synchronize the manager OpenAPI contracts and add recovery, authorization, UI, and browser regressions. - Reconcile the current master branch and retain its agent avatar, feature catalog, and extracted heartbeat preparation code. Preserve a saved test-drive port and recover from an occupied high port. ## Verification - Focused UI, independent experimental-setting, and CLI tests: 199 passed. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed. The broad local Vitest attempt was interrupted after resource timeouts and stale expectations; the affected regressions passed focused reruns. The latest-head full CI matrix passed, including all browser shards, server/chat suites, builds, typechecking, canary packaging, and Docker context integrity. A Docker Hub 429 required a CI retry; it passed without changing the code. - Final review repairs: 127 attachment/event tests and server typecheck passed. All 13 final integration regressions passed under the normal CI timeout, covering legacy reply compatibility, deleted coalesced comments, inline-only review completion, progress edits, and native final recovery. Restart-safe description/review attachments passed the attachment suite. - Final regressions: four reply/lifecycle tests, both native GitHub wait tests, 171 feature-gate/reply-contract tests, the routed review preview, and five scheduler/reply regressions passed. The final fixture repair also passed all six setup-continuation cases and all three complete chat-test shards in CI, covering terminal receipts and retries under the normal CI timeout. One loaded-host receipt run exceeded its local timeout; the exact case passed in an isolated rerun and the complete CI shard. - GitHub integration tests cover personal and organization setup, retry recovery, edited mentions, attachment provenance, coalesced requests, delayed acknowledgements, partial review writes, old review URLs, and company boundaries. - Browser qualification: both GitHub journeys, all five provider setup/management journeys, and the GitHub uncertain-send recovery journey passed. GitHub setup, reconnect, and task replies run with chat disabled; chat enabled alone cannot expose GitHub bots. The disposable qualification database was removed after testing. - Earlier live qualification verified App-owned issue replies, native slash-skill invocation, progress comment edits, and a 5/5 PR review with a passing current-head check in the dedicated permissions-smoke repository. These live checks did not use personal credentials as bot execution authority. ## Risks - Deploy the merged Cloud gateway protocol before the stack update. Each callback and encrypted event must retain the original instance and tenant binding. - Migration 0323 uses idempotent column additions for test installations that already applied the earlier draft migration number. - A verified connection does not prove runtime isolation or a completed review. Runtime checks remain separate. - Required merge checks must be configured in GitHub. A passing numeric score does not formally approve a PR; approval and request-changes tools remain opt-in. - Existing-App credentials cannot silently renew an uncertain manifest exchange. Recovery preserves the existing App, draft, connection, and agent. - Repository changes save immediately. Global toggles affect all currently available repositories, including unloaded rows, without granting new installation access. - A failed or uncertain tool write suppresses automatic fallback text; the governed outbox retains its evidence. Deleted or replaced response comments are not recreated through a personal credential fallback. - GitHub logo upload remains an optional human action in GitHub App settings. Runtime provisioning, delegated setup, screenshot publication, and production push delivery remain deferred. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model identifier and context 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 references) - [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 (focused suites; complete test matrix is checked 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>	2026-10-09 17:01:20 -05:00
DottaandPaperclip	556daf9a99	feat(dot): run cloud assignments in managed sandboxes (#15691) ... ## Thinking Path > - Paperclip manages agents and governs their work. > - The Runner owns execution and task authority. > - Dot executes at OpenAI and uses Paperclip through MCP. > - Dot previously required a self-hosted controller. > - Cloud must admit Dot work in a managed sandbox and keep protocol traffic in the tenant. > - This pull request adds managed Dot execution and dedicated pairing routes. > - The same Runner path can later host sandboxed workspace tools. ## Linked Issues or Issue Description **Agent or provider** OpenAI Dot, through the existing dedicated MCP adapter. Related changes: #15402, #15414, and #15581. **Why this adapter is useful** Cloud users need to assign work to Dot and let Dot request work while idle. Neither path should execute agent commands on the control-plane host or require an idle sandbox. **How the agent is invoked** The tenant serves OAuth, signed mailbox events, and scoped tools. Normal admission creates a managed sandbox for each assignment. A verified Rust Runner owns that assignment and relays its tools and results. ## What Changed - Enable the external-agent invitation in Cloud behind the standalone Dot flag. - Launch Dot through the existing managed process launcher and authenticated PRP transport. - Verify the artifact digest and Dot capability before dispatch. Read provider checkpoints from the execution target for recovery. - Reject local execution in Cloud and reject managed workspace access for this release. - Add dedicated public Dot pairing aliases. Preserve the personal assistant consent paths. - Keep Dot events in the tenant when a personal Cloud broker is configured. - Use the app-configured heartbeat for Dot-initiated work. Report terminal admission failures and fence stranded offers before new admission. - Offer normal comments through the active assignment's mailbox. Keep their wakes deferred until a successful history receipt contains the exact IDs; preserve unread comments through finish, batching and recovery without replaying consumed input. - Require a sandbox process fingerprint before dispatch and allow a bounded five-minute controller reconnect gap. Preserve remote process birth without inspecting a colliding controller PID. - Recognize authenticated remote shutdown receipts even without an OS exit code. - Document dedicated pairing aliases and teach route coverage to inspect literal path arrays. - Add opt-in private Daytona qualification and focused contract tests. ## Verification - Workspace typecheck, production build, and UI token gates passed. - Focused onboarding, OAuth, managed environment, artifact metadata, and terminal-fence tests passed. One environment-test timeout passed on an isolated repeat. - A private Daytona fixture passed with the real Rust Runner, signed readiness, assigned app tools, document writes, duplicate receipts, authority fences, completion, and sandbox deletion. - A real OpenAI Dot completed both an operator-assigned task and a Dot-initiated task in managed Daytona sandboxes. Both leases were released. - A real accepted Dot assignment survived a controller gap longer than one minute with the same sandbox process, Runner, session, and assignment. Dot consumed the normal task-comment follow-up and completed exactly once; the lease was released. - A real cancellation fenced an accepted assignment, released its lease, and received Dot's acknowledgement without claiming a global provider stop. - Final local checks: 74 Dot execution, OAuth onboarding and API contract tests after integrating the current agent-lifecycle changes, 9 real Rust driver tests, 21 remote-runtime tests plus the 3 detached-process cleanup tests, and 17 lifecycle tests passed. The final live Daytona fixture passed and deleted its sandbox. - A final real Dot follow-up stayed pending until its exact comment appeared in a successful history receipt. Dot completed the original managed assignment once; its lease was released. - The broad local suite crossed a rebase and was stopped; its failures are not a qualification of this final source. Focused repeats passed. The final head passed all CI gates: workspace types, build, general and serialized test suites, Rust and Runner verification, all browser shards, and the canary dry run. Greptile is 5/5 with both findings resolved. ## Risks - Deploy the tenant app with its current Linux Runner artifact and the corresponding front-door protocol routes together. - This branch has not been deployed to a Cloud tenant. A deployed tenant still needs an OAuth and assignment smoke test. - Dot provider usage and cost are unmetered. Revocation fences Paperclip tools and does not prove a global OpenAI stop. - Missing or changed recovery identity fails closed. No replacement Dot thread is invented. - No schema migration is added. Managed Dot workspace access remains unavailable. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution, and browser testing. The exact runtime model identifier 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 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>	2026-10-09 12:58:35 -05:00
Nicky LeachandPaperclip	2dd9811e8b	Own agent hiring and termination in a lifecycle module (#15631) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Agent creation, approval, pause, and termination change whether an agent can work. > - These changes currently use separate service and database paths. > - Some agents need setup after their record exists and before their harness can run. > - This PR adds one module that owns those state changes and their transactions. > - The module records progress and retries incomplete work after a server restart. ## Linked Issues or Issue Description **Problem or motivation** A hire can become active before its execution environment is ready. Direct agent state writes also bypass one common lifecycle boundary. Termination does not have a durable step for resource cleanup. **Proposed solution** Use agent lifecycle commands for hiring, approval, pause, resume, and termination. Keep proposed hires pending until approval. Prepare each approved hire, test its saved harness configuration, and then permit work. Wait for required plugin work before completing a step. **Alternatives considered** A general database commit hook would expose transaction details to callers. A timer alone would delay each new hire. This module owns each command transaction and starts its worker after commit. A periodic scan recovers work after a process stops. **Roadmap alignment** This change adds the lifecycle boundary for the existing agent and plugin systems. It does not add a user interface or a provider implementation. It replaces the lifecycle delivery approach in #15391. Related proposals include #11475 and #13099; this change does not add their external executor protocols. ## What Changed - Add durable approval, preparation, verification, pause, resume, stop, and cleanup states. - Keep agent creation, lifecycle state, configuration writes, and agent record deletion behind `modules/agent-lifecycle`. Keep validation, credential rules, reads, onboarding, invitations, general approvals, and company data deletion in their services. - Commit a hire before the remaining onboarding or invitation work. Serialize requests with the existing dedicated database connection helper. Reuse the hire after a failed attempt. - Keep accepted work in the run queue during setup. Require execution and cleanup evidence before completing pause or termination. - Retain the original credential owner when approving migrated hires. - Start lifecycle work after each command commits. Use database leases and revision checks for retries and late results. - Add a generic required plugin method and capability. Store the required plugin IDs for each agent. Track host and plugin completion separately. - Keep harness verification and credential rules in services. Supply their results to lifecycle through explicit ports. Reject failed logins and incomplete probes. - Remove reverse imports from lifecycle adapters into services. Share record queries and validation below both layers. - Use one hire decision path for agent IDs and approval IDs. Resolve the approval and agent change in one transaction. Expose policy reconciliation on the command object. - Save configuration and verification invalidation through one module operation. Ordinary commands own their transaction. Restrict the shared transaction integration to its listed callers. Reject identity, company, accounting, timestamp, and unknown fields. - Require completed termination before deleting agent records. The company deletion service calls the module through a separate deletion interface. - Save an approved secret before applying its agent binding. A failed binding leaves the secret approved. A retry reuses it. - Remove old permission and metadata export files. Move hire configuration rules out of lifecycle persistence. - Report failed worker steps and scans with operation context and known error codes. Omit provider messages, stacks, and configuration values. Document ordinary application use and extension rules. - Recover expired native owners only after execution stops. Retry cleanup of failed retained leases. Wait for setup in the live smoke script. - Keep manual, budget, and company pause reasons separate. Guard execution status writes with the ready state. - Add a migration, boundary checks, regression tests, and a lifecycle guide. Keep the current UI. - Limit periodic policy checks to 100 eligible agents per minute. Continue from the last agent ID. Exclude pending hires and agents in termination or a final state. Keep explicit company and budget updates immediate. ## Verification - Latest head `ccc3c86b0` aligns the shared status update schema with the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2 CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile comment is fixed. CI is running; no new Apex review was requested for this small fix. - Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test uses the shared 90-second timeout from master; the older timeout commit was removed. The affected backup test passes. - Agent budget edits now pass the target agent ID through enforcement. All 50 affected tests, server TypeScript, and 11 boundary tests pass. Both configuration update paths have regression coverage. CI is running on the latest head. No new Apex review was requested for these small fixes. - Rebase `9b568666a` preserves the run-control extraction and delivery-work startup changes from master. All 559 affected tests, server TypeScript, and 11 boundary tests pass. CI and Apex review are running on the final head. - The policy scan fix passes 56 lifecycle and diagnostic tests, 24 policy and caller tests, and 11 boundary tests. A regression test checks the page limit, interval, excluded states, and cursor wraparound. - Rebase `fd4698750` passes all 611 tests in eight affected lifecycle, route, and heartbeat suites. Server TypeScript and all 11 module boundary tests pass. The company deletion rollback and concurrent hire tests are included. - Follow-up `00aac7646` fixes the failed decision deletion test and the public update schema. All 126 affected server tests, 8 shared tests, 2 CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI TypeScript checks pass. - Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc --noEmit`. - All 11 boundary tests pass: `node --test scripts/check-module-boundaries.test.mjs`. The repository boundary scan also passes. - All 68 lifecycle, failure diagnostic, and harness verification tests pass. Tests reject forbidden fields through the root command, combined transition command, and restricted transaction integration. They also check invalid fields returned by configuration preparation. - Failure tests cover host work, plugin work, claims, renewals, deferrals, and scans. Log tests check known error codes and exclusion of private error contents. - All 355 tests in 10 existing caller suites pass. These tests cover secret approval, pairing, pending hires, credentials, company import, built-in agents, managed agents, instructions, and skills. - The branch is rebased onto `origin/master` at `2eb5187e4`. The queue guards and cancellation lock fix use the extracted heartbeat queue. Agent cancellation uses the extracted run-control file. The source diff scan found no secrets or private URLs. - Earlier checks cover approval retries, rollback, late verification results, policy holds, deletion rollback, concurrent company deletion, and queue admission during setup. - Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it 5/5 with no open comments. CI and a new Apex review are pending for the rebased commit. The branch has no merge conflicts. - The full local build and native Dot suite were not run. The host has no Cargo. No live provider test was run. ## Risks - Background policy recovery takes more than one minute when more than 100 agents are eligible. Explicit company and budget updates still reconcile immediately. - The restricted configuration integration keeps an agent reference and its dependent records in one transaction. It cannot change a budget or invoke a lifecycle transition. A periodic scan starts pending setup after that transaction commits. - Secret approval and binding use separate transactions. A failed binding can leave an approved secret with no agent binding. - New approved hires remain unavailable until setup and verification complete. Existing clients see `paused` during these steps. This PR does not change the UI. - Migration `0320_daily_onslaught.sql` maps existing statuses and pause reasons. It does not create external resources or claim that an existing harness passed verification. - Use a coordinated server update for this migration. Older server versions can write legacy status without the new lifecycle checks. - A failed onboarding or invitation request can leave a committed hire. A retry reuses that hire and completes the remaining records. - Deletion requires completed termination. Company deletion can require another request while cleanup is pending. - Required plugins must make repeated calls safe and reject older revisions. A disabled or removed required plugin blocks completion until it is restored. - A new hire can run a second harness test after the existing UI test. Some adapters can charge for this test. - No live provider test was run. Provider implementation and resource backfill remain separate work. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code tools, and local 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 described the issue in this PR with the feature request field labels - [x] I have not referenced internal or instance-local issues or links - [x] My branch name describes the change - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] Targeted local tests pass - [x] All Paperclip CI gates are green on the new commit - [x] Greptile Apex is 5/5 with no open comments on the new commit - [x] I will address review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 09:05:12 -07:00
DottaandPaperclip	835a022936	perf(server): wake delivery queues from transaction-aware work signals (#15625) ... ## Thinking Path > - Paperclip manages AI-agent work and its delivery to users and agents. > - Five delivery queues scan the database even when empty. > - Each queue already has durable rows; empty polling wastes idle hosting capacity. > - Producers can register intent inside their existing database transaction. > - Central transaction tracking can wake consumers after the outer commit without extra caller wrappers. > - A lost response needs reconciliation against PostgreSQL before an empty queue is safe to leave idle. > - This change uses one scheduler for outstanding work and lets settled, empty queues go quiet. ## Linked Issues or Issue Description Supersedes the closed #15614. Related idle-safety work: #15522 and #15599. **What existing behavior does this improve?** Delivery scheduling for feedback exports, chat completions, connection continuations, question answers, and tool-action receipts. **Current behavior** Feedback scans every five seconds. Four delivery queues scan on the heartbeat interval, normally 30 seconds. Startup and some event paths also scan them. **Proposed behavior** Each producer awaits one intent registration before its queue write. The existing `createDb` transaction boundary tracks nested savepoints and wakes the consumer after outer settlement. Startup scans restore durable work. Pending rows, failures, and unresolved transactions retain retry deadlines. Empty, settled queues have no timer or recurring scan. **Reason and benefit** Normal delivery starts after commit. Central tracking removes caller-specific post-commit plumbing. PostgreSQL transaction status resolves lost responses without new tables or a permanent uncertainty latch. **Breaking changes** No API or schema changes. The notification scope is one DB owner and its dedicated child pools. Direct SQL, separate roots, and other processes require an explicit wake/recovery integration. This path requires PostgreSQL 14+ transaction-information functions; embedded PostgreSQL uses 18. ## What Changed - Add one named-deadline scheduler and app-owned coordinator for five existing queues. - Instrument `createDb().transaction()` centrally, including nested savepoints. Dedicated child connections share their owner's signal scope. - Register work before the five queue insert paths. The first registration obtains the outer XID; unrelated transactions issue no extra SQL. Tool receipt insertion gains a small transaction around its existing insert. - Query `pg_xact_status` only for rejected, tracked transactions. Probe before scanning the queue. Retain the idle hold while PostgreSQL still reports an in-progress transaction or the probe fails. Release it after settlement and reconciliation. - Remove unconditional delivery recovery scans and caller-specific completion post-commit actions. Retain the existing task-scoped completion activity fast path and durable claims. - Coalesce wakes without postponing an earlier deadline. Retry outstanding rows and failures; suppress dispatch during idle drain while allowing transaction and queue reconciliation; suppress both during warm standby. Cancel deadlines and await active delivery sweeps on shutdown. - Serialize feedback flushes. Vote routes return after saving. Uploads have a 30-second deadline and shutdown cancellation; unfinished exports remain recoverable. - Document the writer contract and update the dated sleep inventory. ## Verification - Final head: `a4609956841107ad60c4cb50fe2acb05636b1363`. - Passed: all final-head hosted checks, with 54 successes and two intentional skips. The full test matrix, typecheck, build, canary, and aggregate verification passed in [run 37940948440](https://github.com/paperclipai/paperclip/actions/runs/37940948440). - Passed: Greptile 5/5 on the same head, with a successful check run and zero unresolved review threads. The branch is mergeable. - Passed locally after the final rebase: 50 coordinator, scheduler, and startup tests; server typecheck; server build. - Passed locally before the final import-only rebase: repo-wide typecheck and build; 237 PostgreSQL producer/delivery and database signal tests; feedback, native-question, and idle-safety regression tests. - Real PostgreSQL tests hold transactions open after an injected client response loss, then commit or abort. They verify that an empty scan cannot clear an in-progress transaction. Another test terminates a real backend and verifies recovery without replay. - Coordinator tests cover an hour with no empty-queue timers, pending/error retries, worker replacement, concurrent writes, earliest-deadline preservation, rollback during idle drain, committed work during drain, standby, and shutdown. - Local `pnpm test:run` was started and stopped after embedded PostgreSQL startup failures appeared. It did not finish and is not reported as a pass. Later local database reruns had skipped suites; those skips are not claimed as verification. The earlier PostgreSQL tests did execute and pass, and the final hosted full matrix passed. ## Risks - One XID query is added per transaction that registers delivery work. Nested transactions share that ID. Registration must be awaited before writing; new enqueue paths must follow this contract. - Work signals are local to a DB owner and its dedicated child pools. Independent roots, direct SQL, or other processes are not observed. Startup scans recover already committed rows, but do not fence late transactions from a previous process. Cross-process ownership and database failover require separate work. - A database outage or genuinely unresolved transaction keeps an idle hold until status can be reconciled. No timer clears uncertainty by assumption. - These changes remove five empty polling loops. They do not implement whole-instance sleep, database teardown, or an external waker. The earliest deadline covers only the registered queues. - Waiting tool reviews retain their existing retry cadence until their receipts can be delivered. - Feedback vote responses no longer wait for the remote upload. Sharing consent and the saved vote response are unchanged. - Real hosting-provider sleep and cost savings have not been measured. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository inspection, code editing, and command execution. The runtime did not expose the exact model revision or context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 10:01:26 -05:00
Devin FoleyandPaperclip	9b624a110e	fix: checkpoint database backups before idle sleep (#15629) ... ## Thinking Path > - Paperclip coordinates agent work and preserves company state. > - Hosted instances can stop compute when admission and all work sources are quiet. > - The periodic database backup timer currently blocks every automatic sleep. > - Disabling backups would remove recovery points. > - This change offers an explicit final-backup checkpoint before sleep. > - A verified archive and restart marker preserve recovery while compute is stopped. ## Linked Issues or Issue Description **What happened?** An otherwise idle instance with automatic backups enabled always reports background work. Operators cannot reclaim idle compute without disabling those backups. The work inventory also queries the database before checking known local blockers. **Expected behavior** An operator can enable checkpoint mode. The server may authorize sleep only after all other work is quiet and a fresh backup is verified under the same owned hold. Backups resume on restart with the existing retention policy. **Steps to reproduce** Acquire a bounded idle drain on an instance with no application work and automatic backups enabled. Read its owned idle safety report. It reports present even when all other work is clear. With this change and `PAPERCLIP_DB_BACKUP_IDLE_CHECKPOINT_ENABLED=1`, a successful final backup can permit sleep; backup failures still refuse it. **Paperclip version or commit** Reproduced from master at 4265cb3a2b. **Deployment mode** Hosted single-process instances with persistent backup storage and serialized sleep/wake operations. Searched open backup and sleep PRs and issues. Related: #15522 and #15599 establish owned idle holds and plugin drains. #15358 proposes general backup health/retention validation; this change verifies only opted-in sleep checkpoints and their restart catch-up. ## What Changed - Add an off-by-default checkpoint flag. Keep automatic backups enabled. - Reject known local blockers before database work. - Finish a new backup during each owned safety check, including final revalidation. - Verify the complete gzip archive and sync its file and directory before pruning older recovery points. - Use unique checkpoint filenames so repeated checks cannot replace an earlier verified archive. - Keep backup work counted through dump, validation and persistence. Changed owners, expired holds, concurrent work and errors refuse sleep. - Persist a restart marker before the dump. Attempt a fresh backup on restart before idle eligibility, then resume the normal timer. Only a verified fresh backup clears the marker. - Restrict managed checkpoint reads to verified Cloud control actors. Tenant instance-admin elevation does not grant backup authority. - Keep archive verification outside engine fallback so failures retain their original cause. - Document that recurring duplicate archives pause while asleep. The final checkpoint and historical archives remain on persistent storage; retention does not prune while asleep. ## Verification - Focused idle, spool, backup and route checks: 137 tests passed, including restoration into a separate PostgreSQL database. - Backup library and checkpoint tests: 15 passed, including rejection before historical backups can be pruned. - `pnpm -r typecheck` and `pnpm build` passed. Follow-up server typecheck and database build cover the verification callback. - Review follow-up: 51 backup/restore/startup tests, 122 route/safety tests, 32 signed-control tests, and server typecheck passed. Startup cases exercise both flag states and retry after failure. The final test-cleanup adjustment passes all 35 startup tests. - The full local run hit four ancestor-directory skill-fixture failures and one tool-route failure. All five passed from an isolated checkout at 949210 (3 targeted chat/tool checks and the complete 39-test email suite). The redundant local run was stopped after final-head hosted CI passed. No full local pass is claimed. - Added-line secret/private-reference review and `git diff --check` passed. - [Final-head hosted CI](https://github.com/paperclipai/paperclip/actions/runs/37853380365) passed, including typecheck, build, all general and serialized test shards, all eight E2E shards and the canary dry run. Apex is 5/5 on 5b1de388ef, with no new findings and all review threads resolved. The branch is conflict-free. Live staging activation awaits merge and a canonical image; no production configuration or deployment changed. ## Risks - The flag defaults off. This is for a single process whose host controls every writer and preserves its backup volume across sleep. Independent database writers require a different backup owner. - Safety reads perform a backup only after a valid owned drain and all other checks pass. Slow backups can outlive the caller timeout; they remain counted until their work settles and cannot authorize sleep after hold expiry. - Initial and final reads each take a fresh backup. Hosts must allow sufficient request time while retaining shutdown headroom. - Retention settings are unchanged. Sleeping instances stop producing duplicate hourly archives and retain their last checkpoint. Filesystem data, encryption keys and off-provider disaster recovery remain separate responsibilities. - No schema migration. Disable the checkpoint flag to restore the blanket backup blocker; automatic backups and an existing restart marker remain active. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository inspection, code editing and command execution. The runtime did not expose an exact 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 described the issue in-PR following the bug report template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal identifier - [x] Focused and isolated local checks pass; final-head hosted CI is green (local full-run limitation documented above) - [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 P2s, recommendations, or follow-ups - [x] I will address all review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-08 15:58:55 -07:00
DottaandPaperclip	2b4a1d7073	feat(dot): add guided invitations and persistent agent connections (#15581) ... Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 16:26:41 -05:00
Devin FoleyandPaperclip	3d1d5294d9	Drain idle plugin workers before automatic sleep (#15599) ... ## Thinking Path > - Paperclip runs autonomous work through agents, schedules, and plugins. > - Automatic idle sleep must preserve accepted work and unfinished cleanup. > - Every enabled plugin currently blocks sleep, including unused providers. > - An enabled flag or package version cannot prove that a worker is idle. > - This change adds a live worker drain under the existing owned hold. > - Idle workers can allow sleep while unknown work stays protected. ## Linked Issues or Issue Description Refs #15522. Related: #15391 adds plugin readiness for agent admission; this change concerns instance sleep and does not replace that contract. **Subsystem affected** Plugin worker lifecycle and automatic idle sleep. **Problem or motivation** A workspace with no pending work cannot sleep when any plugin is enabled. Removing that check alone would lose accepted RPCs, background tasks, or cleanup after a caller timeout. **Proposed solution** Require a live `onIdleDrain` handshake from each worker. Close admission in both processes for the exact owner and expiry. Count accepted work until completion. Continue checking durable work separately. ## What Changed - Add bounded worker holds, exact-owner release, automatic expiry, and an abort signal for plugin-owned background work. - Count host and worker requests through their real completion receipts. Keep timed-out work counted. Check active notifications and terminal routes. - Accept enabled plugins only when their current workers provide matching runtime receipts. Missing workers, old SDKs, crashes, invalid replies, and unknown cleanup still prevent sleep. - Let unused Daytona workers opt in. Once a worker contacts the provider, it remains a blocker for that process lifetime. This restriction avoids treating its existing timeout and terminal-close behavior as a cleanup receipt. - Document the plugin author contract. No schema or user-facing API is added. ## Verification - All hosted CI checks passed on 6ffb682894, including all server, runner, workspace, build, typecheck, and end-to-end checks. One unrelated OpenCode transport test hit a five-second timeout and passed on rerun. - `pnpm -r typecheck` passed. - `pnpm build` passed. - Focused Vitest: 293 tests passed across worker admission, real child-process RPC, durable idle checks, and Daytona. - Adjacent worker manager and duplex tests: 119 passed. - Real child-process tests cover late worker completion, a host write after caller timeout, stale owners, closed admission, and release. - SDK tests cover hook failures, busy workers, expiry without another request, and late acknowledgements after expiry. - Initial long local run: 17,202 passed, 10 failed. Five failures involved parent-directory skill fixtures; four of those were already reproduced and passed in an isolated worktree. One HTTP test had a socket hang-up; all 66 tests in that file passed on rerun. The other four used new tests with runtime modules loaded before the follow-up edits; all pass in the fresh focused run above. A clean build and full-suite rerun at the final commit are running in an isolated worktree. No full-suite pass is claimed. - Follow-up: 44 focused tests passed, including repeated owned holds without an intervening normal request. Worker status changes now invalidate an in-progress scan. - Apex follow-up: 13 idle tests, 119 adjacent worker tests, 71 instance-settings route tests, and server typecheck passed. A real queued notification completes its write while preparation is in flight; synchronous and async session callback failures are logged. - Diff whitespace and added-line secret/private-reference scans passed. ## Risks - Plugins are trusted code. A hook must account for work outside SDK RPCs and keep it quiescent until its signal aborts. There is no package-name or manifest-only exemption. - This first change targets unused workers. Used Daytona workers remain awake until remote cleanup receipts are complete. Restarting does not bypass durable lease and recovery checks. - Unknown completion remains a blocker, including after a worker crash. This can retain cost but cannot authorize sleep from a timeout alone. - Enabled jobs, schedules, credentials, integrations, and other durable work remain blockers. Durable wake ownership is separate follow-up work. - Rollback restores the blanket plugin blocker. No data migration is required. ## Model Used OpenAI Codex, GPT-6. Used repository inspection, reasoning, code editing, and command execution. The runtime did not report an exact 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 linked existing public issues or described the issue in this PR - [x] I have not referenced internal or instance-local issues or links - [x] My branch name describes the change and contains no internal identifiers - [x] Focused local tests pass; full CI is green (long local rerun status is recorded above) - [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 Apex is 5/5 on 6ffb682894 with no open findings - [x] I will address all review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-08 12:57:32 -07:00
Devin FoleyandPaperclip	3367b75ccc	fix: fence accepted work and cleanup before idle sleep (#15522) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A host can stop an idle instance to reduce unused compute. > - Zero active runs do not prove that requests, saved work, or cleanup are complete. > - A client can disconnect while its request still writes, and failed cleanup can remain only in memory or on disk. > - This pull request holds new admission and checks accepted work, cleanup, and persisted work under an owned drain. > - The host gets an empty report only while those checks remain valid. ## Linked Issues or Issue Description Refs #13413. That companion PR uses the same owned-hold vocabulary for runtime services. This PR covers HTTP requests, scheduler work, accounting, cleanup, and the instance work inventory. It does not include the preview gateway changes. **What existing behavior does this improve?** The instance task-drain API reports process counters. It does not prove that a host can safely stop the instance for idle sleep. **Current behavior** A quiet run set can coexist with an unfinished request, cleanup after a completed run, future work, or a failed accounting write. **Proposed behavior** Provide a bounded owned idle hold. Block new ingress, track accepted handler promises, inspect durable and local work, and return `none` only when the same hold stays quiet through the checks. Keep normal deployment drains compatible. **Reason and benefit** Hosts can identify eligible idle instances without treating a disconnect or failed cleanup write as completed work. ## What Changed - Add `purpose: "idle"`, a bounded TTL, unique owners, and owner-checked release to task drain. Existing holds cannot be replaced by another API request. - Gate HTTP ingress before parsers, auth, webhooks, and MCP. Gate new WebSocket upgrades. Track async handlers in nested Express routers and error middleware until they settle, even after the response or client disconnect. - Count accepted live-event WebSocket authentication through settlement, even after disconnects. Count detached built-in agent, managed-home and runtime-service startup reconciliation after readiness. - Keep health and control mutations tracked. Count control-request authentication separately from the read-only report, including concurrent user/company/membership writes. - Pause new scheduler admissions during idle holds. Count work already in flight, including database backups, and reject scans whose work generation changes. Periodic backups block sleep without a host wake schedule. - Inspect accounting and orphan-cleanup spool directories without skipping temporary or malformed entries. Retain orphan tokens through queue splices, flush failures, and buffer overflow. Keep failed usage capture counted until its database failure fence is written. - Check persisted work across companies in a bounded read-only transaction. Include deferred agent-file cleanup and saved watchdogs whose watched issues are complete. Enabled plugins and unsupported retained work remain blockers. - Require the exact idle owner and completed startup tracking before returning an empty report. Keep reports free of tenant details. - Document the hosting protocol, retry behavior, conservative blockers, and the remaining external provider-stop race. ## Verification - Current head: `8d9a599b732c2047b8c671d4799065d7c90a3567`, rebased on master `941a3fa991aeb97eb1ac390c65b7973b5f6de1ad`. Both heartbeat helper extractions are preserved. GitHub confirms no merge conflicts. - Focused heartbeat renderer/run-log, drain, control-auth, admission, route and PostgreSQL inventory checks: 234 tests passed in 10 suites after the rebase. - The POST task-drain contract includes the expected `409` conflict response. The 84 OpenAPI and instance-settings route tests and server typecheck passed after that final documentation fix. - Final accepted-upgrade/startup regression run: 104 tests passed in five suites, including success and failure after readiness or disconnect. Final server typecheck also passed. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - `pnpm install --frozen-lockfile` and the PR diff secret scan passed. No dependency or lockfile changes are added by this PR. - The prior verification covered HTTP disconnects and early responses, async error handlers, concurrent authentication writes, signed bootstrap, saved watchdogs, backup promises, orphan cleanup, spools and failed accounting fences. Those tests passed. - The last full local `pnpm test:run` stopped in the general-server phase with 16,658 passing tests and five skill/connector fixture failures caused by an ancestor workspace skill directory. That full local run preceded this rebase and has not been repeated for the import conflict. Full current-head CI passed: 53 successful checks and two conditional skips, with no failures. - All eight review findings are fixed and their threads resolved, including accepted upgrade authentication, detached startup writes and the POST conflict contract. Current-head Apex review is 5/5 with no new findings; all eight review threads remain resolved. - No live provider stop or production change was performed. ## Risks - The hosting controller must use the owned protocol and hold external admission through its final validation and provider stop. A legacy drain cannot authorize idle sleep. During an idle hold, new requests receive 503 with `Retry-After: 1`; the host must handle queueing or retry before enabling this path. - This is a single-process protocol. An unexpected restart after the last validation can race an external provider stop. The host must serialize deploy/wake/sleep operations and bind the validation to the instance it stops. Multiple replicas need shared fencing. - Some retained state conservatively prevents sleep, including every enabled plugin. This PR does not promise that every inactive instance becomes eligible. - The HTTP adapter uses Express 5 router layers. Real Express tests cover nested routes, errors and disconnects. New routes must register before tracking is installed. Detached work must have durable state or explicit work tracking. - Unrecoverable in-memory cleanup debt keeps the instance awake until reconciliation. This change does not make such debt survive an unplanned process crash. No schema migration or provider configuration change is included. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository inspection, tool use and code execution. The exact deployment variant/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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run focused tests locally and they pass; the full local fixture limitation and clean full CI result are documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-08 08:35:45 -07:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414) ... ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description **Subsystem affected** Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. **Problem or motivation** An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. **Proposed solution** Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. **Roadmap alignment** This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head 00ca2c75b 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## 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 or instance-derived details - [x] I have run tests locally and they pass (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	fc6304dfe5	feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402) ... ## Thinking Path > - Paperclip manages AI agents, tasks, permissions, and execution budgets. > - Paperclip Runner gives each provider the same admitted task and tool authority. > - OpenAI Dot runs outside the local process tree and needs asynchronous work delivery. > - The merged MCP gateway supplies OAuth consent and signed event delivery. > - A personal assistant grant cannot safely stand in for an assigned agent. > - This pull request adds a separate Dot agent connection and a durable Rust Runner bridge. > - The operator can assign work to Dot and inspect its accepted work, tool receipts, and result. ## Linked Issues or Issue Description **Agent or provider** OpenAI Dot, as an experimental provider of the existing Paperclip Runner adapter. **Why this adapter is useful** An operator can assign normal Paperclip tasks to an existing Dot. Dot can read its mailbox, request work on an assigned task, use admitted task tools, and submit a result. Paperclip keeps company scope, checkout, approvals, known budget limits, and activity attribution. **How the agent is invoked** A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the assignment. The Rust Runner owns the durable turn and operation receipts. The first release supports self-hosted instances with a local Runner controller. **Additional context** This extends the merged public MCP gateway from #14846 and the assistant invitation and device-consent work from #14933. This also integrates the merged assistant tool and configuration expansion in #15380. Dot retains its dedicated agent resource and cannot receive personal configuration permission. The public assistant connection remains a personal connection. ## What Changed - Add a durable Rust Dot provider and its TypeScript Runner driver. - Add closed PRP v3 external-provider operations and native execution input v6. - Add company-scoped pairing, mailbox, assignment, and operation records. - Reuse merged browser/device consent, client metadata verification, webhook admissions, refresh, secret rotation, and warm-standby gates. - Keep Dot scopes, issuer, grants, event workers, and tool access separate from personal assistant access. - Add Dot configuration, pairing, readiness, and consent UI. Keep agent grants out of the personal Connections entry. - Regenerate the Dot-only migration after master. Preserve published gateway migrations. Make the new migration safe to reapply. - Document setup, recovery, accounting limits, evidence, and remaining account qualification. - Reverify reconnect callbacks and wake outstanding work with a fresh mailbox reference; preserve the existing assignment and operation receipts. - Clean up Dot bindings and waiting runs on OAuth revoke and refresh-token replay. Old grants cannot revoke replacement bindings. - Restore the pairing reference when an unsaved agent form is reopened; document board-only pairing routes in OpenAPI. - Accept a clean Rust exit after the acknowledged shutdown receipt. Unexpected exits still require recovery. - Clear the cached binding after a successful revoke so a failed connection refresh cannot restore it. - Add production-component Storybook states and screenshots for pairing and connection review. All preview account data is synthetic. - Persist normalized completion, serialize Dot turns and durable work admission, and poll subscription readiness. - Serialize mailbox writes and cursor reads; retain paused fence acknowledgement without task authority. - Authorize admitted review runs without changing the worker assignee. Include the fenced assignment ID in production stop notices. ## Verification - This PR integrates master `4a8178e9c`. Dot migration `0317_messy_famine.sql` follows the published history and is safe to reapply. The merge preserves the reserved migration connection, batch-commit handling, private task checks, task monitors, and native accounting. - Local workspace typecheck, full build, and UI token gates pass. The server typecheck passes after the review fixes. Database and native executor regressions pass. - All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot driver tests pass. The tests cover native document writing and finalization, durable replay, queue admission, mailbox ordering, admitted reviews, stale authority, production stop references, and paused acknowledgements. - Current head `d0e7e0626` passes all 57 checks: 53 pass and four are intentionally skipped. This includes full typecheck, build, tests, Rust Runner verification, browser E2E, release verification, and Canary Dry Run. Greptile rates this exact head 5/5. All review threads are resolved. - The full local root test run is slower than the sharded CI run and has not completed. The full CI test gates pass on the current commit. Focused local regressions pass. - Real-account pairing and event delivery on this base commit remain unqualified. Live account and setup proof are recorded in the follow-up #15414. The following screenshots use synthetic preview data. They show the production pairing component and do not qualify a real account or the full agent setup journey.   ## Risks - This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP and Paperclip Runner. The separate experimental-settings follow-up in #15414 replaces this environment flag with saved operator settings. - Dot does not expose provider token usage or cost. The operator must acknowledge external billing. Known Paperclip budget gates still apply. - Cancellation fences Paperclip authority. It does not confirm that Dot stopped all external activity. - Assigned skill files and third-party MCP bindings are unsupported and reject admission. There is no mounted workspace, model selector, or provider thread identifier. - Hosted agent-broker and remote controller deployments are not qualified. - The new migration follows the merged master history. Existing prototype databases still need the normal master migration history before this Dot-only migration. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, and test inspection. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #123` 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 references) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [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>	2026-10-07 19:11:50 -05:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description **Subsystem affected** Server services, shared contracts, database accounting, Company Settings, and Costs. **Problem or motivation** Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. **Proposed solution** Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. **Alternatives considered** Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. **Roadmap alignment** Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision 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>	2026-10-07 15:53:13 -05:00
DottaandPaperclip	ae6f95ed7a	feat: add personal primary agents (#15470) ... Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults. Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:53:46 -05:00
DottaandPaperclip	a9a20fb5c6	feat(security): add read-only customer-success inspection APIs (#15405) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a persistent identity and a verified active run for governed access. > - Customer-success inspection needs broad reads without tenant writes or secret access. > - Ordinary board login and database credentials give more authority than this task needs. > - This pull request adds a dedicated inspection API and strict managed-run authority. > - Cloud owns short grants, human approval, replay protection, and audit records. > - The benefit is inspectable access that an operator can disable immediately. ## Linked Issues or Issue Description Refs: #15352. This change reuses the persistent Ed25519 identity from that PR. **Subsystem affected** Server authentication, pure resource readers, and the shared wire contract. **Problem or motivation** One internal Paperclip agent must inspect customer onboarding work. It must not receive owner login or database credentials. Reads must not create customer sessions, memberships, activity, or read receipts. **Proposed solution** Add disabled-by-default run authority and versioned tenant inspection endpoints. Require strict instance-bound managed-run JWTs on the home instance. Require exact-operation, single-use Cloud permits on tenants. Execute a reviewed company-scoped catalog in read-only transactions. Cloud applies seven-day stack-age eligibility and human exceptions. **Roadmap alignment** This is access support for Cloud deployments and governed agent identities. Bot creation, scheduling, scoring, and reports are separate work. The maintainer requested this implementation. ## What Changed - Reuse existing public identity reads and managed private-key injection. Reject unprovisioned keys, paused agents, ended runs, legacy signatures, and wrong instances. - Mount `/api/customer-success/v1` before actor/session synchronization. Verify Cloud permits and consume them centrally before reading. - Add explicit company-scoped database readers and bounded instruction, skill snapshot, run log, workspace, and asset reads. Preserve existing redactions and file protections. - Add protocol, security, database immutability, and managed-agent qualification tests. Add deployment and rollback documentation. ## Verification - Full `pnpm -r typecheck` and `pnpm build` passed. Server typecheck passed after review fixes. - The broad local `pnpm test:run` recorded 14,277 passes and four failures in unchanged suites: two timeouts and two PR-metadata mock assertions. All three affected suites passed on isolated reruns (36 tests). The complete CI matrix passes at the final head, including every test lane, typecheck, build, runner checks, canary dry run, and the security scan. - Focused inspection, JWT, and existing identity tests pass. The catalog test compares every public database table before and after reads. - Inspection and route-contract tests: 22 passed. The coordinated test runs a real managed process agent against separate home/customer PostgreSQL databases and a PostgreSQL broker over HTTP. It proves wake through the existing controller, bounded binary file reads, single challenge consumption across replicas, concurrent grants with a two-connection pool, scoped SQL audits, append-only runtime auditing, one-year retention, and unchanged tenant data/files. - Run the coordinated test with `PAPERCLIP_INSPECTION_CLOUD_DIST` pointing at the sibling Cloud build. Normal unit runs skip that optional private integration. - Final-head Greptile is 5/5 with no unresolved findings. - No production deployment or customer inspection occurred. ## Risks - This adds an authentication boundary. Keep both feature flags disabled until coordinated staging and canary qualification. - Cloud support must deploy after this API. Unsupported tenants fail closed. There is no owner-login or database fallback. - Existing redactions remain the content boundary. Arbitrary pasted secrets in readable prose or files may remain. - Remote files and suppressed provider traces remain unavailable. Wake can cause normal startup/background writes; test those separately. - Disable Cloud policy first during rollback. Preserve existing identity material and Cloud audit history. ## Model Used OpenAI GPT-6 (Codex), with reasoning, code execution, and browser testing. The session does not expose a more specific deployment 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 #` / `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 (focused checks and isolated reruns; broad-run flakes are documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-06 21:38:15 -05:00
DottaandPaperclip	2d0c138122	Expand direct assistant MCP tools for work and configuration (#15380) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also use assistants in Codex, Claude, and other MCP clients. > - The existing assistant connection can read work and create tasks or comments. > - It cannot edit tasks, exchange files, or manage normal agent and project settings. > - These operations must retain the person's permissions and Paperclip's execution rules. > - This pull request adds an explicit operation registry and separately consented configuration access. > - Assistants can manage work without receiving credentials or runner authority. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: assistant MCP, domain routes, consent UI, storage, and Product E2E. **Problem or motivation** A connected assistant cannot update tasks, maintain documents, attach files, or configure existing agents, projects, and skills. Users must leave the assistant for these routine actions. **Proposed solution** Add named tools and a restricted API registry to direct connections. Require separate configuration consent. Reuse domain routes and retry receipts. File uploads save the attachment when the byte transfer succeeds. **Alternatives considered** Arbitrary REST forwarding would expose administration and credential operations. Runner impersonation would bypass execution ownership. Separate upload completion calls add unnecessary client state. **Roadmap alignment** Checked ROADMAP.md and related MCP pull requests. This extends the human-authorized connection from #14933. It does not replace the runner or introduce agent impersonation. Companion Cloud routing and directory isolation: https://github.com/paperclipai/paperclip-cloud/pull/678. ## What Changed - Add task editing, finish/block, documents/revisions, deliverables, agent settings/instructions, projects/repositories, and skills/files. - Add an allowlisted API search/call registry with identical field restrictions, scopes, and retry identities. - Add unchecked configuration consent. Existing write grants retain their current authority. - Add hashed, expiring file transfer tickets and atomic upload receipts. No completion call is required. - Preserve company boundaries, human attribution, active native execution ownership, and execution review gates. - Add protocol/domain tests, consent stories, and eight paid Product E2E workflows. - Repair two CI fixture races: await cold route setup before assertions, and wait for asynchronously loaded connection copy. Both fixture suites pass (24 + 48 tests). ## Verification - Consent revision: one write-access checkbox controls requested work and configuration permissions in browser and device flows. All 16 consent tests, UI typecheck/build and token gates pass. Updated interactive stories cover default approval, opt-out and viewer restrictions. The paid browser helper uses the new exact label. Real GPT-5.4 Mini Product E2E passes 2/2 at `64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic retries, cleanup passed; $0.04149375 estimated assistant cost plus unpriced worker usage. Raw results, usage and source fingerprints are retained in the worktree. UI and Product E2E typechecks pass. - Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks pass; two optional Storybook checks skip. Greptile 5/5 on that head, no unresolved review threads. Final consent head `64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing and Greptile 5/5 with no unresolved threads. The unchanged Cursor sandbox test had one 10-second timeout, passed in local isolation, and passed its single CI rerun; the failed attempt remains in [the CI run](https://github.com/paperclipai/paperclip/actions/runs/37554106934). The existing chat retry-denial browser test had one visibility failure; its single rerun passes, and the failed attempt remains in [the CI run](https://github.com/paperclipai/paperclip/actions/runs/37542735691). - Full workspace `pnpm -r typecheck` and `pnpm build` pass at final runtime source `b2196fae1`. UI token gates pass. - 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests pass, including one-connection PostgreSQL OAuth and concurrent upload retries. - Paid Product E2E: all eight expanded cases qualified across Mini, Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell timed out before application startup. Final affected-case qualification passes 9/9 on all three models with grader v16, including the failed cell. Automatic retries disabled; failures, costs, source hashes and independent durable-state/file assertions are retained in [the verification record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md). - Actual Codex CLI, Claude Code and OpenCode clients completed local reads/mutations. Codex wrote a report, Claude updated it in a later conversation, and OpenCode uploaded/downloaded a file with matching SHA-256 and registered the attachment. Revoking the CLI grant rejects subsequent bridge initialization. - Butter staging is verified on final runtime `b2196fae1` ([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)). A fresh OpenCode workspace fetched the copied invitation, configured remote MCP, started OAuth and reached real consent with configuration unchecked. Invalid transfer tickets return 403 through Cloud. Human approval for the new persistent staging grant is pending; hosted task/file success is not yet claimed. The final transaction fix is deployed. - Full local `pnpm test:run` passed 15,614 general-server tests but stopped on two macOS timeouts. The heartbeat test passed in isolation; the existing 40,000-file Git stress fixture timed out again. Its Linux CI lane passes. Later local full-suite phases did not run after the timeout; this is not an all-green local full-suite claim. - Instructions and security limits are in `doc/public-mcp.md`; the saved plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`. ## Risks - This expands the experimental direct MCP surface. Explicit schemas and domain permissions must stay synchronized. - Migration 0311 adds transfer tickets and upload receipts. Expired orphan cleanup must not remove committed attachments. - Configuration requires a new consent request containing that scope; the single write-access choice controls it alongside work mutations. Refreshing an old grant does not add it. - The public directory keeps its original ten tools through the companion Cloud change. - Hosted consent/work proof remains the final delivery gate. The PR stays draft while approval of the new staging grant is pending; code checks and review are green. Merging is a separate action. ## Model Used OpenAI Codex (GPT-6, tool use and code execution). The exact serving model ID and context window are not exposed in this session. Paid evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001; claude-sonnet-4-6. ## 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 (focused suites; full-suite macOS limitation disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-06 20:29:58 -05:00
DottaandPaperclip	b508a05c43	feat: add internal agent complaints and suggestions (#15367) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use legacy skills or native runner tools to work on tasks. > - Those agents can encounter friction that does not belong in the task thread. > - A complaint should preserve the raw reaction. A suggestion should describe an improvement. > - This pull request adds attributed local storage and both submission paths. > - Agents can submit feedback once and continue their primary work. ## Linked Issues or Issue Description **Subsystem affected** Server, database, shared contracts, runtime skills, and native runner tools. **Problem or motivation** Agents have no default internal channel for incidental complaints and suggestions. Sending this feedback through task comments adds noise and can alter task workflows. **Proposed solution** Store free-form feedback in the current instance database. Derive agent, run, company, and task attribution from active authority. Provide default legacy skills and provider-neutral native actions. Keep the instructions close to Warp's MIT-licensed originals. **Alternatives considered** Task comments and external Slack delivery add unwanted side effects. Mandatory suggestion fields and short editorial limits would discard useful feedback. This release has no listing API, UI, read tool, automatic triage, or external forwarding. **Roadmap alignment** This is a maintainer-requested addition to the existing runtime skills and runner tool paths. It does not duplicate a listed roadmap milestone. Searches for complaint tooling, suggestion-box, and agent commentary found no overlapping public PR or issue. ## What Changed - Add the company-scoped `agent_commentary` table, shared validation, and idempotent migration `0310`. - Add one transactional service and the agent-only POST route. Validate active authority before writes or replay. Redact known credentials. Commit a content-free audit with each new record. - Add `submit_complaint` and `submit_suggestion` to standard, ask, and planning modes. Keep review, revocation, and completion restrictions. Store replay identity on the commentary row. - Mount `complain` and `suggestion-box` by default for legacy agents. Bundle a dependency-free Node.js stdin helper in the operational skill and allow its POST through the sandbox bridge. - Preserve Warp's complaint voice and suggestion guidance, with attribution and local transport adaptations. Keep source attribution and MIT notices in each skill's LICENSE, outside runtime instructions. - Document custom-runtime HTTP use and database inspection. Add real-database tests and a repeatable live Codex smoke for local and Daytona execution. - Pin the lagging-source migration fixture before the identity-repair migration so later migrations preserve its regression coverage. ## Verification - Personally ran real Codex submissions in all four environments on 2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at 20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two rows with company, agent, run, and task attribution, wrote the continuation marker, exited zero, created no task comments, and left task status unchanged. Each recorded two content-free activity entries. - Daytona used production provider hooks, real remote execution and file transfer, the legacy queue callback bridge, and native private WebSocket ingress. The current Linux runner was built from `abf47b595`, staged, and verified against controller contracts. Both sandboxes were confirmed deleted. This is a focused feedback transport smoke; it does not claim full Runner E2E catalog or browser qualification. - The immutable base image and Linux binary digest are recorded in [the verification documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification). The smoke script can save content-free JSON evidence. No credentials or feedback bodies are in these reports. | Environment | Runner | Complaint row | Suggestion row | | --- | --- | --- | --- | | local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` | `3db2364d-3e15-4f47-846f-875d3902999d` | | local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` | `2d5abe17-dd41-403c-a5ee-4729f2d58921` | | daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` | `209681c9-d1e9-4ce1-999e-48fa07692389` | | daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` | `77c383d8-a997-49e5-a33e-25c70e15c0b2` | - Run the local check with `node cli/node_modules/tsx/dist/cli.mjs server/scripts/verify-agent-commentary-live.ts`. The documentation gives the Daytona invocation. Both use disposable instance databases and normal Codex provider usage. - Repository `pnpm -r typecheck` and `pnpm build` passed after the test extension. The build includes runner generation, contracts, and replay checks. The smoke scripts also passed a separate TypeScript check. The lagging-source migration regression passed. All equivalent current-head Vitest CI shards passed. The local monolithic `pnpm test:run` invocation was stopped after CI supplied that coverage; it did not complete locally. - Focused tests cover company isolation, spoofing, revoked credentials, stale ownership, post-finish rejection, concurrent replay, conflicting keys, atomic rollback, and deletion through existing services. Boundary tests cover empty text, Unicode, text beyond 8,000 characters, and the 524,288-character ceiling without truncation. Mounting tests cover Codex, Claude, and sandbox staging. Helper tests cover standalone Node execution, stdin, invalid UTF-8, redirects, HTTP failure, and its deadline. Privacy and bridge tests cover successful and rejected requests. - Instructions were compared with Warp's originals. MIT notices and source credits live only in LICENSE files. Native tools preserve truthful disclosure when asked, without routine announcements. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190) and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The later head found the migration-fixture assumption fixed in this update. On `8a4965164`, all 55 check contexts passed after one browser shard rerun. Its initial reviewer signoff failure also passed an isolated local browser run (1 test). Greptile scored that head 5/5 and identified one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with four passing tests and a passing smoke-script typecheck. Fresh CI is pending for this final test-only fix. No commentary production code changed during verification. ## Risks - Feedback is internally attributed. It is not anonymous. Existing redaction removes known credentials, but agents must still omit sensitive content. Normal provider transcripts can include their submitted arguments. - Default skill availability changes for existing legacy agents. Runtime policy filtering still applies. The helper uses the existing Node.js runtime with no extra dependencies; custom runtimes can call the HTTP endpoint. - Feedback is removed with its run, agent, or company. Task deletion clears only the issue pointer. Normal database backups include the table. - The migration is additive and has no backfill. Writes serialize on the active run for replay consistency. No server suggestion quota is imposed. ## Model Used OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a reported 258,400-token context window. Capabilities used: repository inspection, code execution, and live runtime verification. No subagents were used. ## 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>	2026-10-06 16:14:06 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. **Current behavior** The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. **Proposed behavior** An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. **Reason and benefit** Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. **Breaking changes** The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. **No completed Butter read/delegation/result retrieval is claimed.** - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version 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 (focused checks pass; unrelated local full-suite timeouts are explicitly recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-06 12:35:16 -05:00
DottaandPaperclip	e34abee670	feat(mcp): connect assistants to a team with user OAuth (#14846) ... ## Thinking Path > - Paperclip gives teams durable tasks, agent execution, budgets, and approvals. > - People also use assistants in Codex, Claude, and other MCP clients. > - Those assistants need a scoped connection that preserves the person’s permissions and attribution. > - Delegating a task must not turn the assistant into the assigned agent. > - This PR adds opt-in user OAuth, ten first-party tools, browser consent, and workflow packages. > - Paid product evals verify the resulting tasks, documents, attribution, retries, and access boundaries. > - The team keeps working after the assistant conversation ends. ## Linked Issues or Issue Description **Problem or motivation** A person cannot connect an external assistant to an existing team through browser consent and safely delegate durable work as themselves. **Proposed solution** Expose an opt-in `/mcp/paperclip` endpoint with individually described first-party operations. Bind every connection to a person, client, company, resource, and scopes. Reuse domain authorization and scheduling. Package shared team-review, delegation, and follow-up workflows for OpenAI/Codex and Claude. **Alternatives considered** Related PRs #9393 and #12549 cover earlier remote MCP and board-operator approaches. This change uses user OAuth and a bounded public catalog. It does not expose a generic executor, operator administration, static shared board credentials, or external agent execution. Registry listing work in #9851 is a separate distribution step. **Roadmap alignment** This maintainer-requested implementation extends the governed MCP gateway, activity attribution, durable work products, and hosted deployment direction in `ROADMAP.md`. It implements the first release of the saved design plan; external agent participation and granted third-party tools remain later releases. ## What Changed - Add MCP 2.0 discovery and task status/comment/document Events on the same authenticated endpoint. Persist subscriptions and delivery receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt callback material, recheck permissions/Cloud membership, and bound retries/expiry. Older MCP clients keep their existing tools. - Add discovery, dynamic client registration, S256 PKCE, resource validation, rotating refresh tokens, revocation, and company consent. Store credentials as hashes and recheck membership at execution. - Add tools for connection identity, agents/projects, task search/read/create, human comments, documents/deliverables, and pending-approval links. Preserve current domain permissions and scheduling. - Add durable mutation receipts across reconnects. Matching retries replay results; uncertain outcomes keep the same request ID and require inspection. - Add consent and connection-management pages, OAuth log redaction, shared plugin workflows, and separate OpenAI/Codex and Claude package outputs. - Add eight paid Product E2E cases across three models, independent durable-state grading, usage evidence, cleanup, and report integration. Add task-document guidance and regenerate the runner capability inventories. - Add migrations 0301 and 0302, the dated implementation plan, result notes, and direct-client setup instructions in `doc/public-mcp.md`. ## Verification - Merge integration `e180b1948`: resolved conflicts with current master, preserved both eval registries, regenerated capability catalogs, and regenerated migrations as 0301/0302 while keeping the original replay-safe SQL byte-identical. Local migration safety/snapshot tests (26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval catalog/grading tests (198) pass. Token and capability gates pass. Full recursive typecheck passed. Fresh Greptile review is 5/5 with no unresolved findings. CI is green on this exact head (55 successes, two intentional skips, one neutral result): one unchanged Cursor sandbox test timed out at 10 seconds, then passed locally in 856 ms. A single retry of that failed shard and the aggregate workflow passed. Merge remains blocked on the repository code-owner approval rule. Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55 successes, two intentional skips and one neutral result. [The earlier CI run](https://github.com/paperclipai/paperclip/actions/runs/36901592350) includes all test shards, browser tests, typecheck, build and canary dry run. Greptile was 5/5 on that commit with no unresolved review threads. GitHub still requires code-owner review under the repository merge rules; passing checks do not bypass that approval. Paid source fingerprints remain separate below and in the dated result note. - Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku 4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback, signature verification and report retrieval in a fresh conversation. A final Mini regression passes after the quota/status fixes. All evidence validates. Bounded tunnel startup retries occur before provider calls and remain visible; failed earlier attempts retain their original grades. - The earlier complete seven-case matrix passes **21/21**, with a separate **3/3** delegation regression. Two preceding matrices also passed 21/21 each. A complete 24-cell matrix including Events has not been run. [The dated results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain exact source fingerprints, failures, model IDs and partial costs. - Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass after merging master. Server typecheck passes after the final quota/status changes. Eval typecheck and all 892 eval-support tests pass. - All 33 real MCP/OAuth tests pass. The preceding combined MCP, redaction, private-address and DNS-rebinding run passed 129 tests; two later MCP regressions cover quota reuse and unchanged-status suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI then found a null checkout result in the existing concurrent-workspace path; logging now uses optional status access. All 12 closed-workspace tests and all 33 MCP tests pass after that correction. The exact-start event calibration exposed a timestamp gap; scanning now includes the subscription start, with all 33 MCP tests and server typecheck passing. These two narrow corrections follow the paid regression. - A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0 subscription/delivery, current membership loss, unsubscribe, legacy SDK tools, refresh and revocation. Its callback transport is a fixture with independent HMAC verification. The paid Events campaigns separately prove public HTTPS delivery. - Earlier component qualification passed UI 7,117 tests, CLI 502, shared 832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module boundaries, migration order and plugin regeneration passed. CI covers general/serialized suites, eight browser shards, runner checks, typecheck, build and canary dry run. - **Local full-suite limitation:** the earlier monolithic run was not clean. It encountered overlapping schema rebuilding, Mac database shared-memory limits and isolated CLI/fixture failures. Targeted reruns passed. The existing >32 MiB Git filename stress test still hit its 300-second Mac timeout. The additional serialized sweep stopped after 62 passing suites once CI passed. Original failures and partial logs remain; this PR does not claim a wholly green local monolithic run. - Local Codex CLI and Claude Code OAuth login and MCP SDK interoperability were verified. Public-store installation, actual ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted newcomer provisioning remain release gates. Enablement is moving to **Settings → Experimental → Assistant connections (MCP)** in the stacked follow-up [#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge both for the intended setup experience. This foundation branch alone still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set `PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and connect to `/mcp/paperclip`. Select a team and allow writes in browser consent. Configure an available agent and budget, then delegate and retrieve results later. For Events, rescan the deployed plugin catalog in ChatGPT Work Cloud; the host supplies its webhook credentials when the user asks to watch a task. See [the setup runbook](doc/public-mcp.md). ## Risks - Events are at-least-once and may arrive out of order. No replay cursor is advertised. Clients must refresh finite subscriptions, read current state and avoid comment feedback loops. Callback material uses the instance secrets master key; hosted subscriptions require the updated Cloud broker and are bounded to five minutes/the access proof expiry. - ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging subscription remain deployment gates. Local signed-webhook and paid model evidence does not claim those surfaces have been exercised. - Disabled by default. Merging adds schema and opt-in code; it does not deploy a public endpoint, publish a store listing, create a team, or start paid agents. - Migrations 0301 and 0302 are additive and idempotent. Their SQL is unchanged from the earlier preview numbers, so hash-aware upgrade reconciliation preserves prior staging applications. Normal instance upgrades must apply it before enabling MCP. - Task creation and comments can schedule paid agent work. Consent and tool descriptions disclose that effect. Revocation blocks future calls but does not undo delegated work. - Public deployments need edge rate limits and credential-safe logging. Internal dispatch is restricted to the closed catalog and carries a request-local verified actor. - Hosted onboarding requires the companion Cloud broker, encryption-key configuration, and tenant rollout. Self-hosted direct connections can use this PR alone. - Store acceptance and agent-mode participation are not claimed. Checked-in plugin endpoints are development defaults; rebuild packages for a real deployment before installation. ## Model Used OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A more specific serving version and context-window size were not exposed by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`, `claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`. ## 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 (targeted/component checks; full local-run limitations are recorded above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-06 11:48:53 -05:00
Devin FoleyandPaperclip	202c2d307e	fix(server): leave unclaimed warm Cloud databases idle (#15314) ... ## Thinking Path > - Paperclip manages work performed by AI agents. > - Managed deployments prepare empty applications before an owner claims them. > - Those applications start database pollers even though no company can have work. > - Health probes also query SQL, so idle databases cannot remain suspended. > - This pull request adds an explicit standby marker for empty, unclaimed Cloud apps. > - The existing signed, durable claim resumes normal processing without restarting the app. ## Linked Issues or Issue Description **What happened?** An empty, unclaimed warm application runs recurring chat, email, plugin, heartbeat, cleanup, and reconciliation queries. Its health route also opens the database. This prevents idle database compute from suspending. **Expected behavior** An explicitly marked unclaimed application should keep its HTTP process and sandbox provider plugins ready while leaving the database idle. A successful signed claim should resume normal API behavior and background processing. Claimed and self-hosted instances should keep their current behavior. **Steps to reproduce** Start an empty Cloud-managed application and leave it unclaimed. Observe database activity while repeatedly requesting `/api/health`. Before this change, periodic queries continue without company data. Related: #15153 reduces allocation during chat polling. This change suppresses polling only for explicitly marked, empty, unclaimed Cloud apps. ## What Changed - Add `PAPERCLIP_CLOUD_WARM_STANDBY=1`. Check company emptiness once after restoring the persisted Cloud runtime identity. Missing Cloud configuration, existing data, or a persisted claim leaves normal processing active. - Gate recurring database pollers with an in-memory predicate. Keep startup preparation and sandbox provider plugin loading intact. - Serve unclaimed health probes without session or database reads and report `warmStandby: true`. Serve standby pages/assets directly from the UI router, bypassing session, bearer, tenant, and dynamic handlers. Refuse API requests and all WebSocket upgrades before authentication can query SQL or seed company data. - Exit standby after the existing signed identity assertion commits. Normal timers resume at their next tick; a restart restores the claim even with stale provider variables. - Document the marker, readiness semantics, rollout checks, and rollback. ## Verification - `pnpm -r typecheck` passed. A final server typecheck also passed after adding tests. - `pnpm build` passed. - Focused standby, signed claim, restart, health, static/Vite routing, hostname, HMR, and live-events suites: 72 passed after the review fixes. Includes real HTTP upgrade admission before/after claim. - `pnpm test:run` was attempted locally; both superseded runs were stopped after encountering checkout/platform failures. A clean-checkout rerun eliminated ancestor skill-directory lookup failures. The company-skills/runtime-cache families encounter macOS read-only-directory rename failures (`EACCES`); all three company-skills failures reproduce on unmodified base `bf14f803d5`. The initial full run also reported one native runner API test failure; an isolated comparison on both revisions was blocked by local embedded PostgreSQL startup failures. The full [Linux CI run](https://github.com/paperclipai/paperclip/actions/runs/37423263993) passed on final commit `5016c415ea`, including all server and workspace test shards, browser suites, typecheck, build, and release canary. This is not a claim that the full local suite passed. - Isolated full server with local PostgreSQL: after startup and connection expiry, 70 health probes, 70 page requests carrying valid synthetic tenant credentials, and 70 rejected WebSocket upgrades over 70 seconds observed zero app database connections. The signed claim completed in 62 ms and normal polling resumed (475 database transactions over 12 seconds). Restart with stale provider variables restored the durable claim. The latency is local-only, not a provider wake measurement. - Apex review: **5/5** on `5016c415ea`, both earlier threads resolved, no open recommendations. - No live-provider test or production deployment was performed. An actual database suspension/resume canary remains required before enabling the control-plane switch. ## Risks - Standby health reports HTTP readiness rather than current database connectivity. The signed claim still requires a durable database write; claimed health checks retain the SQL probe and 503 failure behavior. - Pollers resume at their usual intervals. A suspended database may add claim latency. Validate the real provider before enabling the marker. - Startup preparation and sandbox plugins remain loaded. New plugins or background loops must respect the same standby contract. - The marker is off by default. Remove it or set it to `0` and restart to roll back. No schema migration or claimed-workspace inactivity policy changes. ## Model Used OpenAI Codex, based on GPT-6. The exact serving snapshot and configured context-window size are not exposed in this session. Assistance included source review, TypeScript changes, command execution, and PostgreSQL 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 #` 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 — targeted tests pass; full local suite limitations are documented above, and full Linux CI is green - [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>	2026-10-06 09:11:25 -07:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description **Subsystem affected** AI Connections, Connectors, plugins, run dispatch, and session compatibility. **Problem or motivation** Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. **Proposed solution** Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. **Roadmap alignment** This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show **Used by** below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then **Connectors / Pool host** or **AI Connections / Connection pools**. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, 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 - [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 (targeted suites; full-suite limitations are reported above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	d72389bee2	feat: add Browser Use Cloud connector and live task browsers (#14627) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description **Problem or motivation** Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. **Proposed solution** Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. **Alternatives considered** A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. **Roadmap alignment** This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving model ID and context-window size 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 - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 07:13:16 -05:00
DottaandPaperclip	18dac1e1ef	feat(connections): add experimental memory providers and remote MCP access (#13942) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Connections give agents governed access to external tools. > - Agents need durable memory across tasks and execution environments. > - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory tools. > - This pull request adds their setup flows behind an experimental toggle. > - It also delivers assigned MCP tools through the native remote Codex runner. > - Operators can connect a provider once and use the same governed tools locally or in Daytona. ## Linked Issues or Issue Description **Problem or motivation** The Apps catalog lacks a complete set of memory providers. Remote native Codex agents also need access to assigned managed MCP tools without receiving provider credentials. **Proposed solution** Add five memory connectors behind the disabled-by-default Experimental memory connectors setting. Use the existing connection setup and permissions UI. Default their tools to Allowed. Preserve company boundaries, operator permission changes, provider scopes, and audit attribution. **Alternatives considered** Direct provider credentials in each sandbox would duplicate setup and bypass the managed gateway. The remote runner instead uses its existing protocol channel to call the gateway on the server. **Roadmap alignment** This maintainer-requested experiment supports the Memory / Knowledge and Connected Apps roadmap areas. It adds provider connections without introducing a separate memory UI. Related connector authoring documentation is tracked in #13692; no duplicate memory-provider implementation was found. ## What Changed - Add provider definitions, official branding, and the experimental setting for all five providers. - Use OAuth for Zep and Supermemory, API credentials for Mem0 and Honcho, and a bundled Cloud API bridge for Cognee with no runtime downloads or subprocesses. - Default memory tools to Allowed and classify destructive actions explicitly. - Fix personal remote credential resolution and propagate provider tool errors. - Relay assigned managed MCP tools to remote native Codex through the runner protocol. Recheck current authority for each call and rotate stale tool contracts. - Add 21 Storybook states and complete OAuth walkthrough fixtures. - Document provider research, sanitized tool inventory, and live local and Daytona proof. ## Verification - Passed workspace typecheck: `pnpm -r typecheck`. - Passed production build: `pnpm build`. - Full local `pnpm test:run`: 13,273 passed, with failures from process/readiness timeouts under parallel load. Reran all 16 affected suites with one worker: 456 passed, leaving two macOS `/var` versus `/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`. No test failures remain unverified. Latest-head remote CI passes all 54 checks (two optional Storybook jobs skipped). Greptile is 5/5 with no unresolved findings. - Latest Cognee gateway regression: 71 passed, including public deployment without a runtime host and immediate recovery after a provider error. Bundled bridge tests: 25 passed. - Browser setup and real agent tasks exercised all five providers. Mem0, Cognee, Zep, and Honcho have successful store/retrieve proof. - Supermemory now has scoped read/write consent. Local storage and real Daytona write, document read, and semantic recall passed; indexing completion was verified before claiming success. - All five providers were exercised through a real Daytona sandbox and its native runner MCP relay. Provider credentials remained on the server. The final bundled Cognee bridge also passed a fresh Daytona store/recall run. All disposable sandboxes were removed and verified absent after testing. - Storybook is rebuilt and contains the experimental toggle, catalog, setup, permissions, and error states. The Zep and Supermemory access steps advance correctly. ## Risks - Provider OAuth scopes and plan limits remain independent of Paperclip tool permissions. An Allowed tool can still be rejected by the provider. - Providers can queue memory indexing; save acceptance does not prove that semantic recall is ready. - Remote tool contracts must stay synchronized with current connection authority. Regression tests cover revocation and stale contracts. - This change has no database migration. Existing connections remain usable when the experimental catalog toggle is disabled. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository edits, code execution, and browser automation. The exact context window size is not exposed in this session. Live acceptance agents used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 15:54:38 -05:00
DottaandPaperclip	a10702a878	feat(slack): add governed tools for Slack-origin tasks (#13828) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors let people start and continue agent tasks from other services. > - A Slack conversation needs access to its surrounding discussion and Slack collaboration tools. > - The agent must use the linked requester's access and keep private material within its permitted audience. > - This pull request adds Slack tools through the existing connector contribution and approval framework. > - People can ask an invited bot to read a discussion, create follow-up tasks, and collaborate in Slack. ## Linked Issues or Issue Description **Subsystem affected** Chat connectors, connector runtime, tool gateway, and connection Settings/Access. **Problem or motivation** Slack-origin tasks can receive messages but cannot inspect the rest of a channel or act through the originating bot. People must paste context or configure a separate integration. **Proposed solution** Supply typed Slack tools and a bundled skill only to the originating task and assigned agent. Resolve the linked requester on the server. Check bot and requester access before reads and writes. Use existing durable actions and approvals. Retrieved messages remain source material. **Alternatives considered** Slack's user-OAuth MCP server does not replace the customer-created chat bot. An unrestricted Web API proxy would not provide suitable permission or publication boundaries. **Roadmap alignment** This extends the existing MCP Tool Gateway & Apps work with a provider contribution. It does not add a task dispatcher or a separate Slack task lifecycle. Related: #11144 covers generic per-user MCP grant execution; this change binds Slack bot operations to chat-origin tasks. ## What Changed - Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and shared native/HTTP execution. - Bind tools to company, endpoint, task, run, assigned agent, and admitted linked requester. Check membership and revocation on each call and before queued writes. - Add paginated reads, bounded history search, source links, messages, file uploads, reactions, pins, bookmarks, topics, canvases, lists, and approved channel operations. - Restrict private-source publication, including automatic replies and uploaded deliverables. Keep other people's bot DMs inaccessible. - Reuse action receipts, idempotency, approvals, and reconciliation. Suppress an identical explicit-send/final-reply duplicate. Return governed results through their verified originating conversation. - Add endpoint-bound personal search OAuth storage and lifecycle. Keep native real-time search disabled until a runtime meets Slack's transient-result requirements. Current runtimes use bounded history search. - Show capabilities, scope upgrades, and personal search authorization in Settings/Access and Storybook. Document provider and runtime limits. ## Verification - Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no unresolved findings. One unchanged rapid-callback timing test passed on a single CI retry. - Approval presentation regressions cover board-comment precedence and exact Slack publication; the expanded database assertion passed in CI. The local PostgreSQL startup probe later became unavailable, so that final assertion was verified in CI. Slack setup and failed-run retry browser tests also passed locally. - Full workspace typecheck and build passed. Server typecheck/build passed again after the approval routing fix. - Broad local suites passed in separate groups: server 12,958 tests, UI 6,555, shared 770, skills catalog 20, and other workspace packages 2,652. CLI and serialized server checks passed after environment/timeout retries. These are composite results, not one uninterrupted green full-suite invocation. - PostgreSQL authority regression covers admitted identity, cross-company/task/agent rejection, recovery, retained-session revocation, OAuth refresh/disconnect races, approval execution, exact publication lineage, retries, uncertain sends, and duplicate suppression. - Gateway/response regressions cover separate-origin approval batches and durable continuation. Focused provider, access, search, native runtime, route, and AgentMail regressions pass. - Storybook capability, missing-scope, OAuth configuration, authorization, and disconnect states were inspected in the browser. - Live staging: read a channel decision and full thread, create exactly two assigned backlog tasks, add a reaction, paginate discovery to exhaustion, and return bounded search matches with source links and coverage. - Live staging: create/edit/read a canvas and list, inspect the canvas in Slack, post/edit one message, and create a channel only after approval. New channels remain disabled for responses. - Live staging: read a response-disabled channel from the requester's DM; writes to that channel were denied. The test setting was restored. - Final live retest passed: explicit file upload and exact content read-back; approved deletion of only the disposable bot message; continuation confirmation returned to the original Slack thread without repeating the action. - Optional OAuth, private multi-user boundaries, native RTS, and CLI provider execution are not fully live-qualified. The staging agent initially supplied malformed tool arguments; valid arguments succeeded, and the tool/skill descriptions now emphasize UUID write keys. ## Risks - Existing Slack apps must add scopes and reinstall for new capabilities. Provider plans and document permissions can still restrict operations. - Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET` for governed tool actions. The staging instance was configured with explicit operator approval; fleet provisioning is a separate gap. - Native RTS is not exposed on current transcript-retaining runtimes. Bounded history scans are deliberately reported as incomplete. Inline file reads support text/canvas content up to 256 KiB; other types return metadata. - Private document edits fail closed when the full audience cannot be verified. Uncertain effects other than posts/uploads require inspection instead of blind retries. - Shared approval-delivery code now separates outcomes by source run to preserve origin boundaries. No database migration is required. - A separate completion-validator gap remains when the agent cites a prior run's registered artifact during finalization. It asked for registration again even though Slack delivery was confirmed. This change does not add a connector-specific task-completion policy. ## Model Used OpenAI GPT-6 through Codex, with repository tools, code execution, and browser testing. The exact deployed model identifier and context-window size were not exposed in 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>	2026-09-22 15:29:07 -05:00
Devin FoleyandPaperclip	5f1100e3b3	refactor(server): remove retired operator UI snippet injection (#13789) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators can extend its interface through trusted plugin UI contributions. > - The server also accepts executable HTML through two legacy environment settings. > - This older path bypasses the plugin installation and lifecycle model. > - This pull request removes snippet injection from static and development pages. > - Operators must migrate existing integrations before upgrading. ## Linked Issues or Issue Description **What existing behavior does this improve?** Retire the operator HTML injection path from the server. Related public changes: #13168, #13245 and #13496 introduced the legacy settings; #13646 supplies the generic plugin host contract. **Current behavior** Managed instances append operator-supplied HTML or a decoded script body to every page. The same integration can use supported trusted plugin UI slots. **Proposed behavior** Ignore both retired settings. Serve normal branded static and development HTML, and keep plugin contributions unchanged. **Breaking changes** Installations that rely on `PAPERCLIP_CLOUD_UI_SNIPPET` or `PAPERCLIP_CLOUD_UI_SNIPPET_B64` must migrate before upgrading. The maintainer-owned staging and production deployments have completed the migration prerequisite. Other operators must migrate their integrations before adopting this change. ## What Changed - Remove the snippet injector and its static/dev rendering integration. - Remove injector-specific tests and retain a regression that old settings no longer change served HTML. - Replace setup instructions with a retirement and plugin-migration note. ## Verification - Rebased onto current master; `pnpm exec vitest run server/src/__tests__/static-index-html.test.ts server/src/__tests__/vite-html-renderer.test.ts`: 5 tests passed. - With repository-pinned Rust/Cargo installed, full `pnpm -r typecheck` and `pnpm build` pass after rebase. - Previous full local `pnpm test:run` encountered unrelated macOS runtime-cache rename `EACCES` errors and a missing AgentMail skill path; a focused reproduction confirmed 5 failures / 95 passes. That is not a passing full-suite result. The unchanged focused suites, build and typecheck were repeated after rebase; the full local suite was not repeated. All 54 refreshed GitHub checks/contexts passed on `bd62bff63f9d7980bfd10e54cb0102693d27ecfb`; fresh Greptile is 5/5 with no unresolved threads. - No UI component styling, database or API contract changed. - Maintainer approved the remaining rollout and cleanup. Staging snippet retirement and sleep/wake verification are complete. Production migration and removal of the legacy settings are complete for serving tenant instances. Remaining old warm inventory is excluded from new signups until configuration reconciliation completes. The maintainer authorized upgrading the remaining old deployments and clearing their pins. ## Risks - Removing the settings disables integrations that still depend on them; operators outside the completed maintainer rollout must migrate before upgrading. This is an intentional behavior change, documented at the existing setup-doc path. - Keep a previous image and its configuration for rollback. Existing browser tabs need a refresh to unload already-injected code. - Plugin UI remains trusted same-origin code. This does not add a security sandbox or change ordinary branding. ## Model Used - OpenAI GPT-6 (Codex; exact deployment variant and context-window size are not exposed in this session). Reasoning, repository inspection, local code execution and GitHub tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused rendering tests; unrelated local full-suite failures are disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All refreshed checks pass on `bd62bff63f9d7980bfd10e54cb0102693d27ecfb` - [x] Fresh Greptile is 5/5 on the current head, with no unresolved findings - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 11:18:46 -07:00
DottaandPaperclip	8813a50105	feat: run GitHub review bots through Paperclip agents (#13717) ... ## Thinking Path > - Paperclip manages agent work as tasks and runs. > - GitHub chat brings repository conversations into those tasks. > - A review bot needs the assigned agent, its authority, and governed provider tools. > - The existing channel connection did not supply that review workflow or a complete setup journey. > - This pull request adds GitHub App setup, account access, event prompts, task-bound review tools, and exact-commit checks. > - Operators can inspect each review through the same task, run, and activity systems. ## Linked Issues or Issue Description **Subsystem affected** GitHub chat, governed connection tools, task execution, shared/database contracts, and connector setup UI. **Problem or motivation** Operators need a GitHub review bot that runs their assigned Paperclip agent. Mentions and PR events must preserve task ownership and requester authority. Provider publication must use the bot App identity and enforce the configured permissions. **Proposed solution** Extend the existing GitHub chat connector with resumable App onboarding, linked-member and sponsored-guest access, editable event prompts, and governed review operations. Validate structured assessments on the server and compute a stable Paperclip Review check for the exact head commit. **Alternatives considered** A separate review scheduler would duplicate Paperclip execution and permissions. Reusing personal GitHub credentials would change the bot identity and credential boundary. **Roadmap alignment** This extends the existing Connected Apps and governed-tool infrastructure. The project owner requested and approved this design. Related PR #8645 imports external Codex review feedback; this change runs an assigned Paperclip agent and publishes its results through the existing chat connector. ## What Changed - Include the current Paperclip instance origin in the copied setup prompt. Storybook uses its configured Paperclip origin; callback parameters and URL credentials are excluded. - Add a Claude/Codex copy button in the real setup and Storybook opening step. Its detailed prompt asks four setup questions and guides embedded-browser setup, verification, and optional required checks. Clipboard failure exposes selectable instructions. - Add a tutorial that explains why App installation, review scheduling, and required checks are separate choices. - Add manifest registration, an existing-App path, separate installation and repository selection, repository refresh, and explicit account confirmation. - Add low-trust agent guidance, effective capability verification, member selection, and explicit restricted guests with a sponsor. - Add configurable PR events, prompts, repository overrides, rating thresholds, and separate formal-review permissions. - Give the assigned agent governed App tools to read PRs, comment, begin an assessment, submit findings, and optionally submit a formal review. - Bind review history, root PR events, and inline replies to ordinary tasks. Deduplicate deliveries/findings and reject stale publication. - Link check Details to the underlying task on the current trusted hostname, or to Reviews before task creation. - Add schema migration 0283, API contracts, production UI, and 49 interactive Storybook states. - Repair local lease recovery. Keep the Cloud Dockerfile identical to master; no provider-pack layer or runtime-default environment variable is added. - Retry only rolled-back wake-admission transactions after transient endpoint-lock contention. A deterministic held-lock regression proves one accepted wake. ## Verification - Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero diff against master. Final workspace typecheck and build passed. The new PostgreSQL migration regression passed and preserves existing relation and constraint identities after replay. - Greptile reviewed this exact head at 5/5. There are zero unresolved review threads and no merge conflicts. - All current-head checks are green: 54 passed and two conditional Storybook jobs skipped. This includes complete server/workspace test suites, build, typechecks, policy checks, Runner suites, browser suites, and security status. One timing-sensitive callback-ordering test passed in isolation and its CI shard passed one retry. The duplicate local full-suite run was stopped after CI completed; it is not counted as a local full-suite pass. - Before the final Slack rebase and migration renumbering, 186 focused GitHub tests, 14 native bootstrap cases, token gates, and Storybook build passed. The final rebase retained the new Slack communication guidance. - The embedded-browser setup test copied the full detailed prompt, including the configured Paperclip instance URL. Desktop and narrow layouts were checked. Component tests cover successful copying and clipboard failure with selectable text and retry. - Live local and hosted GitHub acceptance evidence refers to application revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks exercised issue mentions, automatic PR reviews, inline findings, repeated mentions, task continuation, and failing-to-passing checks after a push. The Storybook agent generated, built, and browser-rendered pages; missing acceptance text failed, matching text passed, and broken JSX produced an incomplete result. - Live cases also covered independently disabled push events, prompt injection, duplicate signed deliveries, rapid pushes, stale-result rejection, finding deduplication, and restart recovery. Formal reviews were denied while disabled and published only after explicit enablement. Check Details links pointed to the underlying task on the trusted hostname. - Those hosted native Claude runs used the provider-pack layer now removed from this PR. They do not prove native Claude works on the standard Cloud image. A replacement hosted native Codex run is not yet verified: the disposable QA tenant has only an Anthropic AI connection. No new staging or production deployment was made for the packaging removal. - Required-check merge enforcement could not be tested because the private disposable repository's GitHub plan rejected the rules configuration. Published success/failure/incomplete check states were verified directly. ## Risks - Latest master allocated migration 0282 to Slack. The GitHub migration is regenerated as 0283 with replay-safe table/index/constraint creation; a PostgreSQL regression verifies existing relations and constraints are preserved. Existing preview tenants remain subject to the fleet migration-history compatibility preflight; no bypass is introduced. - Migration 0283 adds company-scoped configuration, registration, review, and publication records. Existing connections retain their behavior until reviews/tools are enabled. - Signed webhooks and expiring registration state remain required. Hosted installations also need the companion narrow Cloud gateway exemptions. - Agent assessments can be incomplete or wrong. The server enforces coverage/result structure, current-head publication, rating policy, and separate formal-review permission; it does not replace code-review judgment. - No Cloud image packaging changes are included. Remote native ACPX/Claude and OpenCode retain their existing operator-supplied provider-pack prerequisite. Native Codex and Codex with managed MCP tools do not require that pack. Earlier staging deployment evidence refers to its stated revision, not this packaging-removal head. Production rollout and merging remain outside this change. ## Model Used OpenAI GPT-6 through Codex, with repository, code execution, API, and embedded-browser tools. The exact serving model ID and context-window size were not exposed by the environment. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 14:41:19 -05:00
Devin FoleyandPaperclip	1483bb8bcf	fix: pass plugin workers to issue tree resume (#13757) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Issue tree controls can resume tasks and wake their assigned agents. > - A sandbox-backed run needs the shared plugin worker manager to acquire its lease. > - The issue tree route constructed a heartbeat service without that manager. > - A ready sandbox provider therefore appeared offline and the resumed run failed setup. > - This pull request passes the existing manager to the route and distinguishes missing wiring from a stopped worker. ## Linked Issues or Issue Description Related implementation: #10262 identified this wiring defect in several dispatch paths. This PR applies the issue-tree resume fix to current master and adds coverage in the current route and runtime suites. The other dispatch paths remain in the scope of that earlier PR. **What happened?** Resuming a paused issue subtree can fail to acquire a sandbox lease even while its provider plugin is ready and its worker is running. The error says the worker is not running because this route's heartbeat service never received the process's worker manager. **Expected behavior** Resumed work uses the same worker manager as normal issue dispatch. Missing wiring and an actually stopped worker produce distinct diagnostic errors. **Steps to reproduce** 1. Configure an agent with a plugin-backed sandbox environment and start the provider worker. 2. Pause a subtree assigned to that agent. 3. Release the hold with `metadata.wakeAgents: true`. 4. The old route constructs an unwired heartbeat service and the resumed run fails during setup. **Paperclip version or commit** Reproduced by source inspection and regression coverage against `9d19f98b50`. **Deployment mode** Server with a plugin-backed sandbox environment. ## What Changed - Pass the process's plugin worker manager from `createApp` through issue tree controls to heartbeat dispatch. - Check for a missing manager before reporting the sandbox worker as stopped. - Exercise the resume request with a shared manager and cover both runtime failure cases. Model a stopped worker explicitly in the existing infrastructure-retry fixture. Existing board and company access checks remain covered. ## Verification - Targeted Vitest route/runtime/recovery suites: 17 passed; 384 native database tests skipped because embedded Postgres cannot start on this host. - Direct server `tsc --noEmit` passed. - `pnpm -r typecheck`, server typecheck wrapper, and `pnpm build` were attempted. Their runner dependency requires `cargo`, which is absent on this host. CI must pass these checks before merge. - Full `pnpm test:run` was attempted. The general server stage reported 8,146 passed, 4,747 skipped, and 14 failed tests across 35 failed suites. Failures were embedded Postgres startup errors (with related teardown errors) and 10 cache-directory rename failures on this macOS host. The local run stopped there; Linux CI must pass the complete suite before merge. - All CI gates are green, including the native database recovery suite, workspace typecheck/build, runner checks, and browser tests. Greptile reviewed the current commit at 5/5 with no unresolved threads. - No live provider operations were performed by these tests. ## Risks Low risk: dependency forwarding and error classification only. The route retains board authorization, company boundaries, hold semantics, and existing cancellation/replay guards. The change does not replace a sandbox or discard a retained lease. No schema or API shape changes. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tooling, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] This fixes existing behavior and does not add planned core features - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the bug issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no private ticket or instance data - [x] Targeted local tests pass; full-suite and toolchain limits are recorded above - [x] I have added or updated tests where applicable - [x] No documentation changes are needed for dependency forwarding - [x] I have considered and documented risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 11:10:59 -07:00
Devin FoleyandPaperclip	b70641f23f	feat(plugins): support image catalogs and persistent application overlays (#13646) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Plugins extend the application without adding each integration to Core. > - A downstream image needs a way to supply prebuilt plugins. > - Some plugin UI must stay mounted as users move between pages. > - This change adds an image catalog and a persistent application slot. > - Operators can upgrade or remove these plugins through their image and configuration. ## Linked Issues or Issue Description **Subsystem affected** Plugin packaging, activation and application UI. **Problem or motivation** The built-in plugin catalog is fixed in Core source. Downstream images cannot add entries through an explicit catalog. Existing page slots also cannot preserve a small application overlay across route changes. **Proposed solution** Read a bounded catalog of prebuilt plugins from the image. Verify its files before importing manifests. Use the existing managed selection and plugin lifecycle. Add an `appShellOverlay` slot with account and company cleanup. **Alternatives considered** A downstream fork adds merge work. Script injection provides no plugin lifecycle. A separate runtime download system adds a second distribution channel. **Roadmap alignment** This extends the existing plugin system. Related PR #9006 covers runtime install replication; this change covers immutable image contents. PR #12555 covers CLI scaffolding. Neither provides this catalog or application slot. The maintainer requested this work directly. ## What Changed - Validate catalog identities, confined paths, package versions and bundle hashes before importing code. - Apply image selection to persisted plugin installs, including removal and rollback. Adopt the verified image path from existing npm/local installs and bind runtime worker/UI entrypoints to verified package declarations. - Mount application overlays in both UI shells. Preserve route state and clear it on account, company and onboarding changes. - Restrict service-worker offline storage/fallback to hashed public assets in a separate cache namespace; exclude application HTML and extension/API data, including after worker restart. - Document the packaging contract, trust model and rollback requirements. ## Verification - Passed `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`. Affected server/UI typechecks and builds, plus token gates, passed again after rebasing onto current master; the 124 focused tests also passed after rebase. - Latest focused verification: 124 tests in nine files passed for catalog/reconciliation/loader, overlay lifecycle, Layout and service-worker policy. The broader UI/shared/SDK run passed 7,204 tests in 690 files with canonical `TMPDIR`. - Real disposable Core/PostgreSQL: catalog install, selection removal, 0.1.0→0.1.1→0.1.0, same-version npm/legacy-path adoption, and preservation of disabled status passed. Added permissions entered `upgrade_pending`, withheld UI across restart, and activated only after explicit operator enable. - Real Chromium: desktop/mobile layout, route draft retention and Escape/focus passed with mocked extension responses. A persistent browser restart retained public hashed-asset offline fallback while refusing seeded legacy/current private entries and legacy HTML. - Full `pnpm test:run`: 12,539 passed; 17 failed across six existing files, stopping later phases. macOS read-only directory renames fail in runtime-skill-cache and company-skills-service; email tests require an absent local AgentMail fixture. Native runner/comment-redaction passed in isolation after temporary Rust setup; agent-conversations also passed in isolation. No unrelated source was changed to hide failures. - After rebase, two unchanged chat timing tests failed in CI and passed locally in isolation. Their CI shard passed on its single retry. All other current-head CI jobs passed on the initial run; review is 5/5 with no unresolved threads. - No live deployment or external plugin service was used. ## Risks - Plugins are trusted code. The catalog detects packaging errors; it does not authenticate an untrusted image builder. - Invalid catalogs fail startup. Images must contain the catalog and bundles together, with stable directories. - A host older than this contract lacks the activation guard. Disable added plugins and remove their configuration keys before reverting to it. - Offline navigation now returns 503 instead of replaying cached application HTML. Only public build assets have offline fallback. - Rolling back an unapproved permission change retains the approval gate; review the current manifest and explicitly enable it. A reduced permission set cannot establish prior approval or prior enabled status. - Plugin data migrations need their own rollback policy. This change retains installed records and does not reverse migrations. ## Model Used - OpenAI GPT-6 (Codex), model ID `gpt-6`, with repository inspection, code execution and browser verification. The runtime does not expose an exact 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 (relevant suites; broad macOS server-run exceptions are documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (fresh run on 488b3754ae; chat shard passed its single retry) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (fresh review on 488b3754ae) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-19 09:18:10 -07:00
4 people	86b7ee992c	feat(onboarding): ClipLab sleepy-to-wake hero and step hand-offs (#13629) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents have a persistent visual identity (#13171): a ClipLab character in one of 17 palettes, rendered as cached PNGs in lists and as a live character in larger placements. > - The onboarding wizard is where a person meets that identity first, and it showed a stock ClipLab expression on the previous engine while the rest of the app would show a different character on a newer one. > - The wizard's steps also cut from one screen to the next, so the arc read as separate pages rather than one walk. > - This pull request puts one character on one engine everywhere, gives the wizard's hero the studio's sleepy → wink → idle sequence on Review, and hands the steps over inside one presence. > - The benefit is that what wakes on Review is exactly what the agent looks like on the dashboard afterwards, and the walk to it reads as one screen changing. ## Linked Issues or Issue Description Refs #13171, now merged into master. This PR contains the onboarding and ClipLab update on top of that foundation. Original feature work by @tonio-alucema; merge preparation preserves the original commits. **Problem or motivation** The onboarding hero and the app's avatars were two different characters on two different ClipLab engines. Steps 1 → 4 of the wizard cut between screens, and the wizard mounted cold when a cloud-managed workspace arrived from Cloud's naming screen. **Proposed solution** Vendor ClipLab v0.2.0 as the shared engine and render one studio-exported character from it in every palette, for every pose and size. Play the export's one-shot wake on Review with the palette fading in over the gray dormant loop. Hand steps over inside one presence so the footer slides instead of jumping, and play the arrival half of that hand-off when the wizard opens directly on the agent step. **Alternatives considered** Exporting mp4/webm loops per size: no cursor following, no clean alpha, and the palette "colour in" is a runtime blend. Minting a `cap-v2` character version: nothing had shipped `cap-v1`, so the artwork is regenerated in place instead of migrated. Keeping the separately vendored runtime bundle for the hero: two engines and two characters in one app. ## What Changed - `packages/shared/src/cliplab`: re-vendored from ClipLab v0.2.0 (`987b6db0`) with the Paperclip adaptations replayed (optional graphics backend for the Node SVG snapshot path, supersampled live textures, character framing, deterministic SVG id prefixes); new upstream `particles.ts`. - `packages/shared/src/cliplab/character.ts`: the studio export, mirrored from `ui/src/assets/cliplab/onboarding.character.json` by `scripts/sync-cliplab-character.mjs` (drift caught by `check:token-gates`). `characterDefinition` builds every palette from it; the resting portrait is its idle beat. - `OnboardingCharacter`: gray `sleepy` loop through the agent and connect steps; on Review the one-shot sleepy → wink → idle plays on two lock-step canvases while the palette fades in, then the `idle` loop. Body-follows the pointer, page-scoped. 160px in the wizard. - `OnboardingWizard`: steps 1 → 2 → 3 → 4 hand over inside one `AnimatePresence` (departing content fades and gives its room back; arriving content opens its room then fills); the hero has a room that opens on the walk into the agent step; opening directly on the agent step plays the arrival half; the self-hosted naming step uses the arc's label and field. - Motion vocabulary in `onboarding-motion.ts` (`stepContentMotion`, `ledeMotion`, `heroRoomMotion`, `heroRoomArrival`, `titleSwapMotion`). - Storybook: `Onboarding / Character` (Wake Up), `Onboarding / Agent arc` walkable from the naming step plus `Arrive From Cloud`; the companies fixture answers the wizard's create call with a company. - Uses the shared runtime for onboarding; `doc/agent-personas.md` documents the shared character. - Releases both onboarding canvases after partial startup or transition failure. Registers each canvas before seeking so synchronous render errors can release it. Six component tests cover these failures and palette changes before or during wake. - Refreshes both sleeping canvases when the palette changes, including a palette change in the same render as wake. - Moves choreography values into the CSS token layer and preserves the shared motion catalog drift check across the imported stylesheet. - Repairs the static Storybook avatar route and uses accessible heading names/current button labels in the wizard play functions. - Closes the lazy avatar worker pool during application shutdown. ## Verification - Merge-preparation checks: `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook`, and `pnpm check:token-gates` pass. The final UI typecheck and 123 focused onboarding, lifecycle, and token catalog tests pass. All 55 checks on final head `b4f5e201a1564083d163abc6f93f5b3da06ccefd` pass, including the full sharded test suite, runner verification, and all eight browser shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/35445430535)). The duplicate monolithic local `pnpm test:run` was stopped after CI completed; it is not claimed as a separate completed local run. - Chromium walkthrough: palette change, wake, return to sleep, WebGL failure fallback, Review step hand-offs and cloud arrival pass with normal and reduced motion; no browser errors. The signoff happy-path browser test also passes against a disposable instance. - The final CI run confirms the catalog fix and a passing signoff browser shard. The earlier signoff failure was a heartbeat-run availability timeout; the focused local reproduction and final CI passed without signoff code changes. - Original author verification: - `pnpm check:token-gates` (includes the new character sync check); shared, server avatar/persona (17) and UI onboarding/persona (137) suites pass; `pnpm build-storybook` packages all 3,564 avatar PNGs through the worker pipeline. - Storybook: `Agents / Personas` Sizes, Expressions and Palettes render the studio character at every size and pose; `Onboarding / Character → Wake Up` plays the wake on the shared engine; `Onboarding / Agent arc` walks 1 → 4 with the hand-offs, and `Arrive From Cloud` plays the arrival (measured: content room 6 → 65px over 320ms, fade to 1.0 by ~560ms, footer travel continuous). - The original author walked the agent → connect → review flow and wake after a real sign-in on staging. - Not done here: the Linux Storybook visual baselines (`tests/storybook-visual/agent-personas.spec.ts`) need re-baselining for the new engine, hero size and naming-step changes. ## Risks - Every avatar's pixels change (new engine, new character) under the unchanged `cap-v1` name. Stacks that rendered avatars on the previous engine keep those PNGs in their cache (`generated-agent-avatars/cap-v1/...`, served immutable) until cleared; only the two pinned staging stacks ever did. - The one-shot handoff to the idle loop is timed from the sequence's authored duration (the engine reports completion by continuing into idle itself); presentation only, nothing in the wizard's state waits on it. - Reduced motion skips the wake and the hand-offs; jsdom is treated the same way, so the wizard tests see the next step's content immediately. - The committed export differs from the studio by one animation (Loop off, leading idle step removed); a re-export without that fix would play a 5.6s idle before the wake. ## Model Used Original feature: Anthropic Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with shell, browser, and file tools. The original context window was not recorded. Merge preparation and lifecycle regression fixes: OpenAI GPT-6 in Codex, with reasoning, shell execution, file editing, GitHub CLI, and automated tests. The session does not expose an exact runtime 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 #` / `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: Dotta <bippadotta@protonmail.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 08:30:14 -05:00
4 people	1ef3b08714	feat(ui): integrate agent personas across the app (#13171) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description **Problem or motivation** Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. **Proposed solution** Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. **Alternatives considered** A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. **Roadmap alignment** This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## 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: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
DottaandPaperclip	728f7185f6	feat: add native in-app announcements with persistent dismissal (#13403) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Self-hosted boards need a way to show occasional product announcements. > - An app release should not be required to publish or withdraw a card. > - Native card controls keep publishing consistent; the hero can use a static image or isolated HTML/CSS animation. > - This pull request renders a validated JSON feed with native components. > - It stores dismissals per account on each instance, so a closed card stays closed across companies and browsers. > - Named staging feeds let authors test content before production publication. ## Linked Issues or Issue Description **Subsystem affected** Board application shell, announcement delivery, and user preferences. **Problem or motivation** Operators need a small, optional announcement card. Users need reliable dismissal state. Authors need to test remote content without changing the production feed. **Proposed solution** Add one non-modal AnnouncementWell. Fetch validated JSON and content-addressed media through the instance server. Keep card controls native, with optional sandboxed HTML/CSS animation in the hero. Use stable announcement IDs for dismissal, an explicit empty manifest and quiet 404 handling. Provide a staged publishing helper and isolated test-drive guide. **Alternatives considered** Hosting the entire card as a page would move navigation and dismissal into remote content. This change limits HTML to a scriptless, isolated visual hero and keeps controls native. Browser-only storage would lose dismissals across browsers, so the instance stores account preferences. **Roadmap alignment** ROADMAP.md has no overlapping announcement feature. A GitHub title search found no related announcement pull requests. This work implements a maintainer-requested feature. ## What Changed - Add shared feed types, strict validation of every object, supported routes, expiration and version checks. - Add a board-only current-feed API, constrained media proxy, and idempotent dismissal API. Store the first dismissal and its company audit entry in one transaction. - Cache upstream data for one hour. Use conditional requests, request deduplication, response limits, public destination checks, and a three-second deadline. Treat a remote 404 as an empty feed with a fifteen-minute retry cooldown. - Keep announcement visibility stable when focus moves to browser chrome or another app pane; only tab visibility starts a return check. - Add a responsive native announcement card. Respect onboarding, dialogs and toast placement. Sync pending dismissals across tabs and retry after reconnect or return. - Add idempotent migrations for dismissals and validated publication IDs, design-guide examples, static and animated Storybook examples, and focused tests. The publication registry supports offline retries without accepting caller-invented IDs. - Add HTML/CSS animated heroes with static posters, automatic playback, reduced-motion handling, strict DOMPurify validation, an empty iframe sandbox and CSP that blocks scripts/network resources. - Add validated staging publication, content-addressed assets, an empty production manifest, preview fixtures, and authoring/operator documentation. ## Verification - The preceding implementation passed 98 targeted shared/server/publisher/route/OpenAPI/UI tests and 127 tests including the master rebase. The playback-control removal passes all 21 announcement UI tests, covering the rendered sandbox, fallback, reduced motion, dismissal and slow/stale state lookups. The preceding shared/server tests cover HTML validation and response sandbox headers. - The playback-control removal passes UI typecheck, production UI build, Storybook build and token gates locally. Browser verification confirms the animated card has only its dismiss button and two links, with no page errors. The full canonical CI matrix passed on current head `00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two optional Storybook deployment checks skipped. This run needed no retries. Greptile reviewed this same head at 5/5 with no outstanding findings. - The local canonical general-server run passed 12,063 tests before reporting embedded-PostgreSQL startup failures in an unrelated fixture. All 31 tests in that fixture passed across isolated retries. The UI group passed 6,219 tests and other workspace groups passed 3,201; two CLI database-startup failures also passed individually. Serialized server suites were verified by the full CI matrix rather than repeating them locally. No source changes were needed for these environment failures. - The real S3/CloudFront staging manifest and both media asset headers were verified. Production remains empty/unpublished. The guide distinguishes the preview host's disabled edge cache from production cache requirements. - In the isolated test-drive, the animation visibly moves without playback controls. A 390×844 browser viewport keeps the card above navigation. Reduced motion makes no animation request. Both themes render correctly and browser page errors are empty. Browser fault injection verified that scripts cannot execute and CSS cannot make network requests; a missing animation leaves its poster and controls. - Refresh leaves the animated card visible. Closing it persists after reload and the API returns null. Earlier live checks verified dismissal across browsers, company-relative CTA navigation, modal deferral/restoration, and new-ID eligibility after restarting the same database. - The deployed empty feed and a real remote 404 return HTTP 200 with null from the board API, with a usable dashboard and no announcement popup or browser warnings. - Authoring documentation covers staging, animated HTML constraints, test-drive, withdrawal, ID reuse and cache-refresh steps. ## Risks - Animation supports self-contained visual HTML/CSS and inline SVG, without JavaScript or external resources. A static image is required. Older builds that do not recognize the optional animation field quietly hide that unsupported feed. - The default feed makes an outbound request from an instance when a board is used. Operators can disable it. Requests contain no account IDs, company data, cookies or interaction events. - Feed publication and withdrawal can take about 65 minutes to reach returning users because of CDN and instance caches. Expiration also removes visible cards locally. - Dismissals follow an account within one instance. No-login instances share the existing local-board identity. Separate installations do not share state. - Both tables are additive. A unique key prevents duplicate dismissals; the transaction prevents duplicate first-dismissal audit entries. The publication registry retains only validated IDs. AGENTS.md and the implementation spec document the required exception to company scope for these instance-level records. - Publication was limited to separate public staging prefixes on the existing preview host. Production remains empty/unpublished. No AWS policies or infrastructure were changed. ## Model Used OpenAI GPT-6 through Codex. The exact runtime model ID and context-window size are not exposed in this session. Capabilities used: reasoning, code editing, shell execution, tests, browser interaction, 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 - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-14 10:19:54 -05:00
DottaandPaperclip	b2acc674be	fix: enable isolated subscription login on authenticated self-hosted instances (#13344) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - AI Connections store reusable provider credentials with company and owner boundaries. > - Self-hosted instances can require board authentication while running agents on the local server. > - The login UI treated those instances as unsupported and displayed instructions without a command. > - Removing that restriction must not expose the server operator's existing CLI account. > - This pull request enables owner-scoped login attempts and reuses the existing login UI. > - Users can connect Codex and Claude subscriptions on an authenticated self-hosted instance. ## Linked Issues or Issue Description **What happened?** On an authenticated self-hosted instance, OpenAI subscription setup displayed terminal instructions with no command and a disabled Connect button. Claude also could not complete the local connection flow. **Expected behavior** An authorized board user can prepare an isolated sign-in attempt, sign in on the server, and save the verified account as a Connection. This must not import another user's or the operator's ambient credentials. **Steps to reproduce** Run Paperclip in authenticated mode with a local environment. Open Connections, choose OpenAI or Anthropic, and select Subscription. The previous UI never enabled local login preparation. Related: #13247, #13248, and #10751. This fix preserves the restriction on remote access to the operator's ambient Claude login. ## What Changed - Allow company-authorized users to create, check, cancel, and complete their own isolated local login attempts. - Keep ambient Claude credential import restricted to the local operator. - Support isolated Claude credential files without falling back to the host account or mutating process-wide environment variables. - Use Codex device authorization so sign-in does not depend on a browser callback to the remote server's localhost. - Gate server-host login on authenticated public deployments unless a trusted runtime host is configured. Publish the capability through health so setup shows supported alternatives. - Read isolated Claude credential files through bounded, descriptor-bound opens with ownership, permission, and symlink checks. Try the alternate filename after malformed JSON. - Reuse shared login instructions and lifecycle hooks in onboarding, agent setup, and Connections. Show health-query failures explicitly. - Document authenticated self-hosted behavior and add authorization, isolation, lifecycle, and UI regression tests. ## Verification - Passed 71 focused tests across connection routes, credential isolation, legacy compatibility, the shared login hook, and agent setup. - Passed 89 onboarding regression tests. - Passed `pnpm -r typecheck`, `pnpm build`, Storybook build, and `pnpm check:token-gates`. - Completed real Codex device authorization and Claude browser authorization on an authenticated Linux self-hosted instance. Both accounts were detected automatically and saved as Connected. Both completed attempt directories were removed. - These live checks cover login, credential validation, and connection creation. They do not establish a new model execution or long-running refresh result. - Review follow-up: 68 focused checks passed after rerunning one route socket error; the full route/health rerun passed all 49 tests. The 70-test onboarding suite also passed. Final workspace typecheck, production build, and Storybook build passed again. - The broad local run exposed an instance-name assumption in two new assertions. The fixture now uses an explicit non-default instance, and all 32 connection tests passed with a different inherited instance name. The superseded broad run was stopped; this is not a claim that the full local suite completed. Full CI results will be recorded before merge. ## Risks - The server must have the provider CLI installed. Users still run the displayed command on the server that hosts Paperclip. - Authorization checks must keep login attempts scoped to the company, owner, provider, and reconnect target. Regression tests cover cross-user and cross-company access. - Existing local-trusted Claude behavior stays available. Authenticated remote users cannot use its ambient import path. - No database migration, dependency change, agent binding change, or provider routing change is included. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The runtime does not expose a more specific model version 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 - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 23:06:55 +00:00
DottaandPaperclip	47ded8bf97	feat: manage AI runtime credentials through Connections (#13247) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need credentials for a specific provider and sign-in method. > - Connections already owns accounts, grants, and access permissions. > - AI authentication should use those same boundaries. > - This pull request adds the storage, API, adoption, and runtime foundation. > - Legacy agents keep their authentication until they explicitly adopt a managed connection. ## Linked Issues or Issue Description **Problem or motivation** AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. **Proposed solution** Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. **Alternatives considered** A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. **Roadmap alignment** This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add AI-purpose/runtime-auth contracts and an additive, idempotent migration. - Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and catalog entries. - Store credentials on grants. Resolve responsible-user defaults or explicit permitted grants. - Isolate managed credentials and provider sessions across accounts. Block missing credentials without ambient fallback. - Keep imported legacy secrets unchanged during reconnect. Use independent local Codex/Grok sign-in attempts for rotating credentials. - Add authorization, migration, concurrent refresh, retry, cancellation, and legacy-compatibility tests. This is part 1 of a two-PR stack. The app UI follows in #13248. Merge the foundation first. ## Verification - Updated against master `04e364236`, preserving upstream provider login and connector workflows. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All current-head CI checks passed on `2a996560a`, including all server/workspace tests, browser shards, runner verification, typecheck, build, and canary dry run. Greptile reviewed that commit at 5/5 with no unresolved threads. Earlier local full-suite attempts hit the Mac PostgreSQL shared-memory limit; the complete suites passed in CI. - Renumbered the additive AI migration to `0276` after upstream migrations and regenerated its snapshot. Existing legacy agents retain their configuration. - Added local login status checks, owner-scoped retry, managed OpenCode remote homes, credential-aware model discovery, and task connection-repair delivery. ## Risks - Managed credential failures intentionally block execution. They do not restore legacy fallback. - Preview-era copied Codex/Grok subscriptions require independent reconnect. - The integrated branch has live provider acceptance coverage. This update verifies local Claude detection and Codex API-key task repair; it does not add a new subscription authorization/refresh or Daytona stress pass. - Runtime-auth connections must stay excluded from tool and channel handling. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 16:30:10 -05:00
DottaandPaperclip	ab15aff390	feat: add experimental persistent agent chat (#13284) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 08:56:04 -05:00
DottaandPaperclip	2083bf6f9a	feat(connections): add AgentMail inboxes and email tasks (#13256) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents controlled access to external services. > - Experimental channels already map conversations to tasks and durable work queues. > - Email needs inbox ownership, recipient envelopes, delivery records, and explicit sends. > - This pull request adds AgentMail to that infrastructure and keeps the provider key in the server vault. > - Agents can receive and send email from local or sandbox execution while the board follows each conversation in its task. ## Linked Issues or Issue Description **Problem or motivation** Agents need dedicated email addresses. Incoming email should become assigned work. Internal task comments and progress must never become outgoing email by accident. **Proposed solution** Add experimental AgentMail connections, an inbox assignment wizard, durable email intake and publication, task email cards, and authenticated API, CLI, and native runtime actions. Agents use Paperclip credentials to request sends. Paperclip owns the provider key and enforces access and task authority. **Alternatives considered** A general mailbox MCP connector does not provide durable task binding or publication boundaries. A separate mailbox application duplicates task collaboration. The board instead directs the agent through the normal task conversation. **Roadmap alignment** This extends the existing experimental connections and task infrastructure. Product scope and interaction design were reviewed with the maintainer. Related connection authority work: #11831 and #11818. The duplicate search found no competing task-based AgentMail integration. ## What Changed - Add AgentMail catalog data, shared contracts, company-scoped email records, and an additive migration. - Add vaulted setup, inbox assignment, access grants, trust guidance, and provider-side allowlist guidance. - Support WebSocket and signed-webhook intake through a shared durable pipeline, deduplication, catch-up, and task wakeups. - Queue explicit new conversations and replies with immutable send intents, idempotency, delivery state, and uncertain-send resolution. - Show inbound and outbound email cards in normal task conversations. Keep internal messages internal. - Add task-scoped CLI actions and the sandbox callback routes required for Daytona execution. - Provide a dedicated AgentMail skill automatically only to agents with active authorized inbox assignments. Keep email instructions out of the universal Paperclip skill. - Advertise connector-owned `agentmail_inboxes`, `agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery` tools only in eligible native sessions. Recheck live authority on execution. - Isolate Codex CLI connector skills by agent and skill revision. Deliver the assigned skill in the run prompt for adapters that use shared skill directories, including resumed turns. Keep automatic skills out of manual persistent sync. Show them as read-only and document the pattern in the connector playbook. - Fix AgentMail health checks that entered local-stdio validation and optional missing Codex credential cleanup in sandboxes. - Add API, pipeline, authorization, sandbox, browser, and Storybook coverage. ## Verification - Live AgentMail testing covered WebSocket intake, signed webhooks, restart catch-up, and a full receive → task → Daytona Codex CLI → explicit reply → Delivered round trip. The reply was verified in the other inbox. The normal task composer also initiated an outgoing email child task. - The connector-skill change was verified in the browser: AgentMail appears once as an automatic, read-only skill with its assigned address. Disabling experimental chat connections removes it; re-enabling restores it. A regression test covers assignment data arriving after library data. - Connector regression coverage passed 178 runtime utility, email integration, skill-route, and heartbeat tests. All 17 Codex execution tests passed, including per-agent skill isolation, model identity, revision changes, removal, and prompt delivery without shared skill files. - After rebasing onto master, all 44 focused email, heartbeat, and native-authority tests passed. All 313 native-session executor tests passed. The UI regression suite passed all 3 tests. These test sets overlap earlier focused runs. - Full workspace typecheck and build passed after the rebase. Token gates passed. Earlier focused Playwright task/setup coverage and the Storybook build also passed. - Native connector tool execution uses deterministic integration tests. Live Daytona qualification used the Codex CLI adapter; the new shared-home prompt fallback has deterministic coverage. - The full repository suite is run by CI. The earlier unsharded local full-suite attempt was stopped after the equivalent CI suites passed and is not reported as a completed local run. Greptile reviewed `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved threads. All server, workspace, serialized server, and browser suites passed in CI. The build job hit a five-second timeout in a runner transport test; both variants and the full 80-test file passed locally with unchanged timeouts. The build passed on retry on the same commit without code or timeout changes. All required CI gates, including the final `ci / verify` and `ci / e2e` summaries, are green on `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`. ## Risks - Email from external senders can start normal agent work. Setup recommends a low-trust agent and AgentMail sender controls. Sender addresses never grant board membership. - Provider timeouts can leave uncertain sends. Retries retain their idempotency key; expired windows require reconciliation or operator resolution. - Connector skills and native tools are assignment-dependent and require current access. Revocation denies retained calls; assignment changes select a new runtime context. - Activation remains behind the experimental-channel setting. The native runner path has deterministic coverage; live Daytona qualification used the Codex CLI adapter. - Schema changes are additive. Inbox ownership is unique across companies. Disconnect preserves provider inboxes and task history. ## Model Used OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context-window size 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 - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 16:56:38 -05:00
3 people	60ee13a0f7	feat: allow operator UI snippets on Cloud instances (#13168) ... Adds an optional Cloud-only HTML snippet so operators can load Plain’s standard chat bubble. **6 files, 16 implementation lines added; 102 additions including tests and docs.** ## Thinking Path > - Paperclip serves Cloud and self-hosted users. > - Closed beta users need a way to report problems. > - Plain provides a ready-made chat widget. > - Cloud operators can load it through a generic deployment setting. > - Self-hosted instances ignore that setting. ## Linked Issues or Issue Description **Subsystem affected** Server-served UI HTML. **Problem or motivation** Enable a chat bubble in Cloud without adding a support feature to the React app. **Proposed solution** Insert trusted `PAPERCLIP_CLOUD_UI_SNIPPET` HTML before `</body>` when the existing Cloud-managed predicate is true. The setting is off by default. Related Cloud-gated integration: #12190. ## What Changed Review the [final diff](https://github.com/paperclipai/paperclip/pull/13168/files) in this order: 1. `server/src/cloud-ui-snippet.ts`: the eight-line Cloud gate and HTML insertion. 2. `server/src/static-index-html.ts` and `server/src/app.ts`: apply it to static root/index, SPA routes, and Vite HTML. 3. Two test files and `doc/cloud-ui-snippet.md`: boundary checks and setup instructions. React UI, customer identity, and database behavior are unchanged. The existing feedback flag remains. Plain chat is anonymous; no Paperclip name, email, or organization is supplied. ## Verification - **Greptile: 5/5**, no actionable findings, reviewed commit `04bb44515`. - **[CI passed](https://github.com/paperclipai/paperclip/actions/runs/34535763243)**, including build, typecheck, server tests, and end-to-end tests. - Local: six focused tests, full typecheck, and build passed. The full local suite has not produced a final result; CI is the completed full verification. - Staging deployment and live chat testing remain to be done. ### Staging setup Set **one server environment variable**, `PAPERCLIP_CLOUD_UI_SNIPPET`, to: ```html <script> (function(d) { var script = d.createElement('script'); script.src = 'https://chat.cdn-plain.com/index.js'; script.onload = function() { Plain.init({ appId: 'liveChatApp_01M26J213F6RR53YRARZVAFCZZ' }); }; d.head.appendChild(script); })(document); </script> ``` This is the public staging app ID. **No API key or signing secret is needed.** Deploy to staging and restart the app with this setting. Test `/`, `/index.html`, and an organization dashboard; send a message and confirm a support reply returns. Production rollout is separate. [Plain embed docs](https://www.plain.com/docs/product/channels/chat) · [Configuration and rollback](https://github.com/paperclipai/paperclip/blob/04bb4451510b124f21b6771b7a8163faad61d8ec/doc/cloud-ui-snippet.md) ## Risks Only trusted operators should set this value. The HTML is public and scripts execute in the app origin; do not include secrets or user-provided HTML. Plain owns the anonymous browser session, with no Paperclip account-switch integration. To roll back, unset the variable, restart, and refresh open tabs. ## Model Used OpenAI Codex (GPT-6), with repository inspection and code execution. Exact runtime model identifier and context 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 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 - [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>	2026-09-10 15:30:36 -07:00
Devin Foley	daea92b647	feat(server): accept a Cloud control assertion on the task-drain endpoint (#13125) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The server has a task-drain admission hold so operators can stop new agent work and wait for quiescence before maintenance > - Cloud deploys restart tenant containers, but the Cloud control plane has no sanctioned credential for the drain routes, so agent runs are killed mid-restart > - The only Cloud credential this server trusts is the runtime identity assertion, deliberately scoped to the one-time bootstrap health call > - This pull request adds a disjoint, action-bound Cloud control assertion accepted only on the task-drain endpoint > - The benefit is that Cloud can hold new work and drain a stack before it restarts the container, through the same authorization and audit paths a human operator uses ## Linked Issues or Issue Description Refs #12485 (the task-drain admission hold this makes reachable for the Cloud control plane). **Problem or motivation** Cloud deploys restart the container without stopping agent work first. The task-drain hold from #12485 exists for exactly this, but its routes require instance-admin board authority. The Cloud control plane holds no such credential: the runtime identity assertion is accepted only on `GET /api/health`, by design. So in-flight runs die at every deploy. **Proposed solution** A second, deliberately disjoint use of the same Cloud signing key (`PAPERCLIP_CLOUD_RUNTIME_IDENTITY_JWKS`): a control assertion with its own JWS type (`paperclip-cloud-control+jwt`), its own audience, an `action` claim, a request id, and a short maximum lifetime. A new middleware accepts the `x-paperclip-cloud-control` header only on `/api/instance/task-drain`, binds each method to one exact action (`task-drain:read` / `task-drain:start` / `task-drain:stop`), verifies the assertion against the configured JWKS and `PAPERCLIP_CLOUD_STACK_ID`, and installs a synthetic instance-admin board actor so the existing route authorization, validation, transactional audit, and activity publishing run unchanged (audit rows record actor id `paperclip-cloud`). The header is rejected with 400 anywhere else, so it can never become an ambient credential. The board mutation guard exempts the new `cloud_control` source exactly like the other non-browser lanes. **Alternatives considered** Widening the existing runtime identity middleware would conflate a one-time bootstrap claim with a repeatable management credential and weaken both. A per-stack minted instance-admin API key would work with no auth change but adds a long-lived privileged credential per tenant to store and rotate. The action-bound short-lived assertion keeps authorization per-call and stateless. **Additional context** Self-hosted instances have no `PAPERCLIP_CLOUD_STACK_ID` and reject every assertion — the feature is inert off Cloud. A runtime identity token cannot replay as a control token or vice versa (disjoint `typ` and `aud`, covered by tests). The Cloud-side caller (drain before deploy, bounded quiescence wait) lands separately in the Cloud control plane. ## What Changed - `server/src/services/cloud-runtime-identity.ts`: `verifyCloudControlAssertion` plus the control header/audience/type/action constants, reusing the existing JWKS resolution, JWS parsing, and lifetime discipline. - `server/src/middleware/cloud-control.ts` (new): accepts the header only on the task-drain endpoint, per-method action binding, installs the synthetic instance-admin actor on success, 401 on invalid assertions, 400 anywhere else. - `server/src/app.ts`: mounts the middleware directly after the actor middleware, so a valid assertion replaces whatever actor the request otherwise resolved to. - `server/src/middleware/board-mutation-guard.ts`: `cloud_control` joins the non-browser exemptions. - `server/src/types/express.d.ts`, `server/src/services/authorization.ts`: `"cloud_control"` added to the actor source unions. ## Verification - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/cloud-control-task-drain.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/heartbeat-task-drain.test.ts server/src/__tests__/heartbeat-scheduling-suppression.test.ts server/src/__tests__/cloud-runtime-identity.test.ts` — 87 tests, all passing. - `pnpm --filter @paperclipai/server exec tsc --noEmit` reports no new errors against the base commit's known pre-existing set. - The new suite covers: acceptance per method, cross-action rejection, unknown-action rejection, runtime-identity-token replay rejection, wrong-audience rejection, wrong-stack and self-hosted rejection, expiry and oversized-lifetime rejection, unknown-key rejection, request id validation, endpoint containment (400 elsewhere, 400 on unbound methods), pass-through without the header, and the mutation-guard exemption. ## Risks Low risk, additive. No behavior changes without the header; the header grants nothing outside the one endpoint; each assertion authorizes one action for at most five minutes; the existing route-level validation, queued transitions, and audit writes are unchanged. The browser-facing Cloud proxy strips Cloud headers, and possession of the shared tenant-session token cannot mint an assertion (signing key never leaves Cloud). ## Model Used Claude (Anthropic) — Fable 5 (`claude-fable-5`), extended thinking, agentic tool use via Claude Code. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes (module doc comments carry the contract) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-10 11:56:28 -07:00