395 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	e5927e1db9	fix: give commentary its own default read permission (#16903) ... ## Thinking Path > - Paperclip lets people manage AI agents and inspect their work. > - Commentary collects agent suggestions and complaints for company members. > - Commentary used the permission for detailed agent-action audits. > - Owners, admins and viewers could therefore receive a permission error when they opened Commentary. > - This pull request gives commentary its own permission and enables it for all human company roles. > - Members can read feedback while task privacy and detailed audit access keep their own checks. ## Linked Issues or Issue Description Refs #16884, which added the Commentary browser. A search found no open PR for this permission fix. **What happened?** Commentary returned `Missing permission: audit:view_agent_actions` for company members without the detailed audit grant. Default owners, admins and viewers did not receive that grant. **Expected behavior** All human company roles can read commentary by default. A separate `commentary:view` permission controls this access. Private source tasks remain private. Commentary access does not grant detailed agent-action audits or CSV exports. **Steps to reproduce** 1. Sign in as an active company owner, admin or viewer without `audit:view_agent_actions`. 2. Open Audit, then Commentary. 3. Observe the permission error before this change. **Paperclip version or commit** Base commit: `7c58ea07b2`. **Deployment mode** Authenticated server or Cloud tenant. ## What Changed - Add `commentary:view` to the shared permission contract and all human role defaults. - Require that permission for commentary list and detail reads. - Add an idempotent upgrade migration for existing active human members. Preserve existing grants and scopes. - Add the commentary default when approving saved human invitation grants that omit it, including pre-upgrade invitations. Preserve explicit commentary scopes. - Add regression coverage for role defaults, permission removal, audit separation, private tasks and migration replay. - Update the API description, specifications, database notes and access maps. ## Verification - Passed 68 tests across commentary reads, role grants, old-invitation HTTP acceptance, migration replay, agent audit routes, access services and migration snapshot drift under the repository's locked dependencies. - Confirmed the new role and read tests failed before the implementation. - `node scripts/check-maps.mjs` passed. - Migration numbering and safety checks passed during the build. - Full `pnpm -r typecheck` and `pnpm build` passed locally after the invitation fix. - The final-commit CI matrix passed, including all test shards, typecheck, build, public-install checks and canary smoke. The redundant local `pnpm test:run` was stopped after the full CI matrix completed; the 68 focused local regressions passed separately. - The first install bypassed the stale lockfile and selected a newer diff-viewer API. The initial typecheck and build failed in that unrelated plugin. Installing the locked versions cleared both failures; the tracked lockfile is unchanged. - The first locked-dependency regression run hit the 15-second limit while importing the audit route graph in its first test. Moving that import into suite setup fixed the timeout; all 58 regressions then passed. - Greptile found that pre-upgrade invitations retain old grant lists. New helper and HTTP regressions reproduced this gap before the fix, then passed after approval added the missing commentary default. - Greptile reviewed the final commit at 5/5 with no remaining actionable findings. Its earlier thread is resolved. - No UI code changed. The permission tests use real disposable PostgreSQL databases and HTTP routes. ## Risks - The upgrade deliberately enables commentary for every existing active human company member, including viewers. Existing commentary grants retain their saved scopes. - Source-task privacy still filters previews, counts, searches and full messages. Agent-authenticated browsing remains denied. - Agent-action audit grants, detailed filters and CSV export permissions keep their current behavior. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository editing and command execution. The exact runtime model ID and context window are not exposed to 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>	2026-10-19 16:58:17 -05:00
DottaandPaperclip	7c58ea07b2	fix(issues): guard prepared task promotion by status version (#16893) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Integrations can prepare a backlog task before its assigned agent starts. > - A person can change its status or assignment during preparation. > - An unconditional promotion can replace that newer decision. > - Safe promotion needs a saved revision that includes every assignment path. > - This pull request checks that revision under the task row lock and derives policy cleanup from the locked row. > - The benefit is safe initialization recovery with the existing company, task, and run authority. ## Linked Issues or Issue Description Prerequisite #16896 has merged. This PR now targets master and contains only the conditional promotion API. The prerequisite fixed the confirmed baseline first-upload browser regression. **What happened?** A client that saves a task's initial documents and then sends an unconditional status update can override a concurrent status or assignment decision. The update validator previously dropped an expected version, so clients could not make this promotion conditional. Some direct assignment and release paths also did not advance the revision. **Expected behavior** A prepared task moves from backlog to todo only if its original status and assignment revision still matches. A stale request returns 409 before a task mutation, audit publication, or wake. Policy cleanup preserves unrelated saved settings. **Steps to reproduce** 1. Create a backlog task and save its statusVersion before preparing it. 2. Release its assignment, or change an assignee and then restore that assignee. 3. Send `{ "status": "todo", "expectedStatusVersion": <original revision> }` to its PATCH endpoint. 4. The stale promotion must return 409. A matching revision on an unchanged backlog task must succeed. Duplicate and related PR searches found no existing prepared-task promotion fix. ## What Changed - Accept an optional nonnegative expectedStatusVersion for exactly a status-only backlog-to-todo promotion. Reject extra public fields before parsing can discard them. - Check the current revision and backlog state under the issue row lock. Reject stale requests before checkout adoption or execution-control effects. - Add SQL migration 0358 to advance the revision for both assignee fields at the database boundary. Release, administrative release, direct writes, and assignment round trips now invalidate an old version. - Derive guarded policy cleanup from the locked row. Preserve review limits and protected authorization when removing a monitor. Reject derived ownership changes or review decisions. - Add schema, real HTTP/PostgreSQL, concurrency, migration replay, and policy regression coverage. Update the response type, OpenAPI, developer docs, and access map. ## Verification - Red before the initial fix: stale requests returned 200 instead of 409, validation removed the expected version, and a stale active task could adopt a checkout. - Review found two further defects. Four new release/direct-assignment tests showed unchanged revisions. The real HTTP/service test returned 422 for a valid two-field promotion after monitor cleanup. Helper tests also proved that cleanup lost valid review limits and protected authorization. All now pass after focused repairs. - Green: 124 route and policy tests, including 7 real Express/PostgreSQL cases, 37 existing route tests, and 80 policy/helper tests. The real row-lock race preserves a policy edit committed while promotion waits. - Green: all 23 database client tests, plus 9 focused assignment and replay checks. Historical migration 0227 receipt recovery cannot remove the new assignment trigger. Reapplying migration 0358 leaves existing rows unchanged and installs one trigger. Combined status/assignment writes increment once; unchanged assignees do not increment. - Earlier verification passed all 218 schema/route/service cases and the generated OpenAPI capability test. Rebased focused regressions passed all 27 selected cases. Final server TypeScript passed after all repairs; shared TypeScript passed. Migration safety/numbering, five-snapshot retention, map validation, and diff checks pass. - The baseline browser attachment case failed twice on the earlier head. Separate #16896 proved the lost-composer cause, passed 335 component tests and the real first-upload journey, and has green CI with a 5/5 review. No assertion or timeout was weakened. - Some early local checks were blocked by missing or stale sibling dependency artifacts. This worktree now has its own frozen offline install and standard SDK prerequisites. The failures and successful reruns remain in the task evidence. - Before rebasing, head `3304bb00de6ad6a248b5e046c008072ad20ac8f5` passed all CI (55 successful checks and one neutral), Greptile 5/5, and a secondary source review at 5/5 with no unresolved findings. The secondary reviewer did not execute project tests, inspect CI, or exercise a live agent journey. Earlier incomplete and must-fix assessments remain visible; both established findings are repaired above. - After #16896 merged, all five CAS commits were rebased onto master `87d9386ae637c652d1fed09d2046be1bcaeb413b`. Migration 0358 was regenerated because master added another 0357. Range comparison shows no other change to the CAS patches; inherited UI commits are absent. The original head is preserved locally. - Rebased head `1c0264e51a280b1dbf597725a7e42e72d4be1b1b` passes all 124 route/policy tests, 9 selected assignment/promotion tests, and all 24 database client/snapshot-drift tests. Database build, migration checks, generated snapshot linkage, five-snapshot retention (0354–0358), maps, and diff checks pass. Fresh-head CI and review are pending. No deployment or live agent journey was performed for this API. ## Risks - The guard supports prepared backlog promotion only. Other statuses or mixed public mutation fields return 422. A stale revision or non-backlog row returns 409. - Preserve the original version from a server that already advertises this guard before initialization. Older versions did not track every assignment path. Reconcile older or uncertain initialization instead of fetching a new revision and blindly retrying. - Migration 0358 is SQL-only and idempotent. It adds no table, column, or task backfill. Its separate trigger survives historical status-migration replay. - Existing authorization and unguarded updates remain in place. Guarded promotion does not provide a general lifecycle or review-stage control API. ## Model Used OpenAI Codex, GPT-6 family. The exact serving model ID and context window are not exposed by this session. Used tool calls, code execution, and test-first regression verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 16:27:11 -05:00
DottaandPaperclip	ac9459bae3	feat: configure company agent observability (#16874) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Companies use several agent harnesses and execution environments. > - Operators need one place to select where native agent logs and traces go. > - An inference proxy would add a dependency to the agent request path. > - This pull request supplies native OpenTelemetry settings to managed Codex and Claude Code processes. > - Company secrets protect destination credentials. Export failure does not change the task result. ## Linked Issues or Issue Description **Subsystem affected** Company settings, shared contracts, database, server, adapters, and runner. **Problem or motivation** An operator cannot configure a company destination for native agent logs and traces. Manual harness configuration is hard to apply across local and remote execution. **Proposed solution** Add one company destination: Braintrust or a custom OTLP HTTP/protobuf endpoint. Apply a transient snapshot when execution preparation starts. Keep credentials out of API reads, task environment manifests, recovery files, and command arguments. Replace a warm process when its export settings change and preserve its conversation. **Alternatives considered** Multiple destinations can use a user-operated collector for fan-out. This change does not add a collector, an inference proxy, or transcript scraping. **Roadmap alignment** This extends company settings, secret management, and support for multiple harnesses. The maintainer requested this implementation. Searches for observability and Braintrust found no duplicate company destination feature. Related infrastructure tracing work in #16236 has a separate content-free contract. ## What Changed - Add strict schemas, revision checks, encrypted secret storage, activity records, and board-only settings routes. - Add explicit synthetic logs and traces tests with a bounded HTTP request and sanitized results. - Supply native Codex configuration and Claude Code environment values through local and remote launch paths. - Preserve Codex login refresh through the existing managed credential link. Retain unsaved drafts across background reads. Require complete custom header re-entry when the endpoint origin changes. - Separate process export compatibility from conversation identity. Isolate generated Codex configuration and preserve resumable sessions, including remote home refresh after export changes. - Advance the immutable Pi/Copilot source attestations for shared environment and sidecar code changes. Keep their provider payloads unchanged and retain prior identities for decoding. - Redact destination credentials throughout launch diagnostics and HTTP logs. - Add the production settings form, Storybook states and journey, documentation, and feature/access map entries. ## Verification - Real managed local Codex 0.160.0 and Claude Code 2.1.286 tasks exported to Braintrust. API readback and the Braintrust UI showed the test records. A real remote Daytona Codex task exported through the legacy `exec` path. - Live tests exercised content capture off, export disabled, warm conversation reuse, and a destination that accepted connections but never replied. Agent work succeeded and export requests stopped at the configured three-second timeout. The UI connection test returned “Test payload accepted”; the saved API key stayed masked after reload. - All current-head CI test lanes, typechecks, packaging/build checks, and required aggregates passed on `71e994b2be9c8fb6d6e938a4ad7cf4c95fdafe31` ([CI run](https://github.com/paperclipai/paperclip/actions/runs/39319194318)). Greptile completed on that exact commit at 5/5, with zero unresolved review threads. The additional optional Paperclip Review check remains queued waiting for its assigned agent. - Local workspace typecheck and build passed. Focused verification included 239 combined runner tests, 789 API/native-session tests, 107 Codex home/ACP/sandbox-site tests, 204 feature/privacy tests, and the affected Rust suites. Migration, token, map, Storybook catalog, and Storybook build checks passed during acceptance. These checks ran at the relevant implementation or merge boundary; the current-head CI is the complete final gate. - Managed AI credential projections now receive enabled and disabled company export settings; genuine caller-owned Codex homes remain untouched. Two regressions reproduced the skip before the repair. All 276 engine/lifecycle tests and adapter-utils typecheck pass afterward. The launched TOML retains provider/MCP settings, credential continuity, and redaction. - Settings saves, removal, and the real company-deletion owner acquire secret mutation ownership before database locks. PostgreSQL NOWAIT probes cover all three paths; concurrent save/rotation/removal/deletion requests settle correctly. The affected suites passed 137 tests, followed by all 32 service/connection cases after expanded deletion coverage. Server and Codex adapter typechecks pass. - Codex source profiles use the effective CLI argument list. A spawned fixture CLI reproduced both ignored-argument failures; all three precedence/fallback cases now pass. - Real tar staging reproduced remote conversation loss in both API-key and subscription modes before the repair. Both now pass: changing managed settings preserves sessions, archives, native indexes, and refreshed subscription credentials. A corrupt upload preserves the prior config and conversation. - Preserved failure evidence: initial CI caught stale Pi/Copilot source attestations, a missing test-harness helper, and packaging fixture/probe mismatches; those were corrected and covered by focused checks. Superseded heads had intermittent attachment-composer timeouts despite successful uploads; [the original trace and screenshot remain available](https://github.com/paperclipai/paperclip/actions/runs/39309701089/artifacts/12215109203). The same attachment case passed on the final head: [25/25 tests in shard 3](https://github.com/paperclipai/paperclip/actions/runs/39319194318/job/118288637051). - A connection-fault fixture also exposed a stale pooled socket after its hang case; closing fixture responses isolated scenarios and the full affected suite passed. - The broad local test run was not clean: database resource failures, timeouts, an older cached module graph, and a stale optional-resource manifest assumption were recorded. Focused checks passed after the documented fixes. This does not establish a clean full local pass. - Native remote Codex, remote Claude, and the full ACPX Codex bridge remain unqualified. The direct Codex resume test does not establish full bridge acceptance. ## Risks - Native exporters perform network requests from each execution environment. A server connection test does not prove remote reachability. - Prompts, assistant responses, and tool content are enabled by default when supported. Native caps and harness-specific controls still apply. - Caller-owned Codex homes are unsupported for automatic configuration and remain untouched. - Native harnesses and their tool processes can inspect export credentials. The settings form and documentation advise using ingestion-scoped credentials. Retained headers remain bound to their saved scheme, host, and port; changing origin requires fresh values or removal. - Migration 0357 adds a company-scoped row and secret reference. It is safe to reapply. Secret removal and company deletion use the existing secret lifecycle. - Slow or unavailable destinations must not block task settlement. Export settings take effect at the next execution preparation boundary. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, code execution, and browser verification. The exact serving model ID and context window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 15:36:04 -05:00
Nicky LeachandPaperclip	313fb265db	feat(plugins): invalidate runtimes when connector access changes (#16605) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Runtime preparation depends on access and credential state as well as tool definitions. > - Grant, membership, secret, and endpoint changes need committed invalidation. > - Their writers must acquire locks before journal fanout can lock agent rows. > - This pull request adds access hooks with the corresponding transaction guards. > - Plugins can refresh preparation immediately while task-time authorization remains authoritative. ## Linked Issues or Issue Description **What happened?** Grant changes, credential rotation and revocation, company access changes, and connector endpoint configuration do not request runtime synchronization. Journal fanout exposes lock inversions between credential persistence, access cleanup, and connection assignment writers. **Expected behavior** Committed access changes request runtime preparation without polling or credential values in the journal. Agent-specific secret bindings and new personal delegations affect their target agent. Company access changes remain conservative. Provider bookkeeping does not create preparation work. **Steps to reproduce** 1. Change an audience, delegation, membership permission, referenced credential, vault configuration, or endpoint instruction. 2. Expect a committed runtime event in the correct company and scope. 3. Run reconnect, credential refresh, SSH setup, or membership cleanup concurrently with related writes. 4. Expect both operations to preserve access checks and finish without a lock-order cycle. **Additional context** Final feature extraction from #16503. The earlier slices, #16604, and the separate delivery-test correction #16871 are merged. This PR is now the active change against master. The rebase preserves the merged assignment and definition recipient rules, Unicode selector semantics, and profile/reference transaction guards. ## What Changed - Add migration 0356 for grants, audiences, delegation, membership/permissions, secret bindings, referenced credentials and vaults, and chat/email endpoint configuration. - Keep events content-free. Ignore health, delivery, publication, Vercel verification, and GitHub webhook bookkeeping while retaining credential and repository-access changes. - Target agent secret bindings and all personal delegation changes to their old and new target agents. Coalesce delegation changes per transaction. - Lock existing grants before connections and credential persistence in OAuth and cleanup writers. - Reject superseded refresh leases before rotating stored credentials. Ignore lease acquisition and release when access metadata is unchanged. - Serialize audience replacement, validate membership, and preserve unchanged audiences. - Lock membership before permission-only saves and grant before Railway SSH setup. Individual delegation revocation locks its grant and target. Whole-grant and membership cleanup lock company recipients before deleting scoped delegations. - Lock grants and connection inputs before static-key reconnect writes. Lock company agents before cascading secret deletion; use a nonblocking secret lock and bounded retries to avoid a new cycle with credential writers. - Add PostgreSQL concurrency coverage for access writers and endpoint publication/configuration behavior. - Preserve the owner lock for plugin instance-secret removal; these secrets cannot use ordinary bindings. - Align Slack search refresh, callbacks, and disconnect with grant-before-connection locking. Recheck newly discovered grants without waiting before provider work. - Retry complete membership transactions when a credential deletion candidate is busy. Cover all four cleanup entry points and process company access in ID order. - Document final invalidation coverage and task-time authorization boundaries. ## Verification - Current head: `78aace55bef7f52bc5742b131e0b3961eb5c0f11`. All 1,061 tests across 23 affected suites pass. The named Slack authorization integration scenario also passes; it exercises authorization, refresh, disconnect, and rejection of a late callback. Server/database typechecks, migration safety and numbering, five-snapshot retention, feature maps, and diff checks pass. The complete PR diff was reviewed for secrets and personal data before push. Final acceptance: [CI run 39308303837, attempt 2](https://github.com/paperclipai/paperclip/actions/runs/39308303837) is green, with 55 successful checks and two optional Storybook skips. The current-head Greptile reassessment returned **Apex 5/5** at 19:16 UTC on 2026-10-19. Its full summary reports no actionable issues. Security passed, all threads are resolved, and GitHub reports no merge conflicts. The reassessment was requested as a standard review after the fixes; Greptile retained the Apex tier. - On this head, [CI run 39308303837](https://github.com/paperclipai/paperclip/actions/runs/39308303837) failed the unchanged adapter-utils HTTP/2 fixture with `EADDRINUSE` before READY. Its closed probe left a port handoff race. That test and its gateway are byte-identical on master. No upstream fix was found. The deterministic fixture correction is isolated in #16888; no adapter test changes are included here. The failed jobs recovered on retry without a feature source change. The original failure remains documented here, and #16888 carries the fixture correction separately. That retry demonstrates recovery; the held-probe negative control establishes the port handoff race. - Rebased onto master `194fc11406`, including merged #16604 and #16871. Replayed only the access-hook commit. Resolved OAuth, test, and documentation conflicts while retaining both sets of tests. Migration 0356 preserves the merged assignment/definition recipient rules, Unicode selector semantics, and profile/reference guards. - Apex returned 3/5 on `0fb65bc27`. Negative controls reproduce its Slack delegation and member-cleanup deadlocks (`40P01`) and unwanted Vercel/GitHub bookkeeping events. Slack grant writers now take their locks before the connection. A separate late-grant control reproduces `40P01` without the post-lock recheck; the complete guard passes. All four membership cleanup commands retry from a fresh transaction when the credential is busy. Tests verify successful cleanup and no journal rows from failed attempts. Credential IDs and repository-access changes still notify runtimes. - Earlier review corrections remain covered: static-key reconnect and cascading secret removal each reproduce `40P01` without their guards. Grant lease acquisition/release is ignored. Secret removal releases agent locks when a credential writer is busy. Instance-secret removal retains the owner lock and passes its public plugin API contention regression. Delegation updates and revocations target old/new agents; unrelated-peer, coalescing, unchanged-update, and rollback cases pass. Three negative controls verify the required whole-grant and membership cleanup guards after narrowing delegation scope. - Preserve prior acceptance failures: the first rebased 20-suite run passed 1,025/1,026; its only failure was a draft uninstall fixture blocking a random peer. Blocking the assigned agent corrected that assumption, and all 44 access/assignment tests passed. Later, all 1,044 tests across 21 suites, [CI run 39302185527](https://github.com/paperclipai/paperclip/actions/runs/39302185527), standard Greptile 5/5, and security passed on `0fb65bc27`. That did not clear the later Apex findings described above. Draft run 38975428081 failed a server shard; its cause was not re-investigated. A later green run does not establish that earlier cause. - Local fixture corrections are recorded separately from product failures: an assignment filename filter initially matched no file; the actual suite was included in full runs. A delegation fixture omitted its required creator, and a guard run omitted a query import. The new global-access cleanup fixture now uses its own user to avoid earlier fixtures' memberships. All were corrected before publishing their final iterations. - Local checks target affected services and real PostgreSQL boundaries. A full local build and repository-wide test run were not performed. Hosted CI supplies broader verification. Provider responses in tests are controlled; live provider behavior was not qualified. ## Risks Migration 0356 adds triggers without changing table schema. Apply it through the normal migration flow. Most access changes retain synchronous company-wide invalidation. Company fanout takes O(eligible company agents) locks and journal rows, without a fanout ceiling or mutation quota. Agent secret bindings and individual delegation changes retain narrower recipients. Events contain no credentials. Physical removal of non-instance secrets takes ordered locks on all company agents before cascading into bindings. This costs O(company agents) locks even for an otherwise unreferenced secret. Instance secrets cannot use ordinary bindings and retain their owner lock. A busy secret lock releases the transaction guards and retries up to three times. Continued contention returns a retryable conflict. Provider deletion stays outside that transaction; a retry resumes removal of an already disabled secret. Membership cleanup uses nonblocking credential guards and retries the full membership transaction. Slack search adds two grant queries, scoped to the subject and connection. Its retries occur before provider work or credential persistence. Each retry loop is limited to three attempts. Invalidation requests preparation; task-time authorization and provider session activation remain authoritative. Provider calls use fixtures; no live provider qualification is claimed. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 12:49:11 -07:00
Nicky LeachandPaperclip	194fc11406	feat(plugins): invalidate runtimes when tool definitions change (#16604) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Lifecycle plugins must refresh runtime preparation when tool definitions change. > - Standing assignments alone do not cover catalogs, profile entries, or policies. > - New journal hooks must preserve the order used by setup finalization. > - This pull request adds tool-definition invalidation and its required writer guards. > - It leaves credentials and provider access changes for the next independent capability. ## Linked Issues or Issue Description **What happened?** Catalog, profile-entry, policy, gateway, and connection-configuration changes do not request agent runtime synchronization. A new profile-entry trigger also exposes a deletion/finalization deadlock if the child row is changed before its parent is locked. **Expected behavior** Committed tool-definition changes advance runtime revisions without polling. Bookkeeping does not. Entry changes and profile replacement use a consistent parent/reference lock order and commit atomically. **Steps to reproduce** 1. Change a catalog descriptor, profile entry, policy, or connection configuration. 2. Expect committed runtime events for the affected agents. 3. Run profile-entry deletion concurrently with setup finalization while both wait for an agent row. 4. Expect both operations to complete without PostgreSQL deadlock 40P01. **Additional context** Extracted from #16503. Catalog publication #16602 and standing assignments #16603 are merged. This PR is rebased onto master and is the active review. It addresses the original Apex profile-entry deletion finding. Credential/access hooks #16605 remain a draft without review requests. ## What Changed - Add migration 0355 for application/connection configuration, catalog, profile-entry, policy, and MCP gateway invalidation. - Preserve transaction coalescing and ignore health bookkeeping and trust-rule usage counters. - Keep credential-only fields outside this migration's coverage. - Preserve merged recipient scoping for bindings and installations. Profile-entry edits resolve old/new standing profile bindings. Policy edits resolve old/new agent selectors with their intersection/list semantics. - Lock old and new profile-entry references before parent profiles and child mutations. Recheck the reference set under the parent lock, retry changed snapshots up to three times, and merge unspecified fields from the locked profile. - Make entry add/edit/delete and profile replacement transactional, including validation and profile reads on the reserved connection. - Lock policy rows in ID order and change priorities in one statement so scoped agent locks are ordered across the full set. - Lock the managed profile before connection removal deletes its entries in the same transaction. - Update assignment tests whose old absence assertions are superseded by expanded configuration coverage. - Document the supported capability and the remaining credential/access boundary. ## Verification - Final head: `809fcb11794bfb12c545af0a2f96ab9bc2b570a2`. It is rebased onto master with merged #16623. GitHub reports no merge conflicts. [CI run 39293925136](https://github.com/paperclipai/paperclip/actions/runs/39293925136) has 55 successful checks and two optional Storybook skips. - Standard Greptile returned an independent 5/5. The final Apex review returned 5/5 on this exact head at 17:47 UTC on 2026-10-19. Its summary explicitly clears this PR for merge independently of draft #16605. The security scan passed. All review threads are resolved. - Two real-PostgreSQL negative controls reproduce `40P01` without the old-reference guard or the concurrent-snapshot check. Both regression tests pass with the final correction. Server typecheck, migration safety and numbering, five-snapshot retention, journal history, feature maps, and diff checks pass. The actual PR diff was scanned for secrets and personal data before push. - The final 15-suite local run passed 821/822 tests. The one failure was in the unchanged runtime-delivery test: a startup callback changed its global callback count during an independent transaction. The test-only correction is isolated in #16871. That PR passes all 17 runtime-hook tests, server types, hosted CI, and standard Greptile 5/5. Its notification-disabled control fails at the independent event-delivery assertion. No changes from #16871 are included here; this feature head passes hosted CI independently. - Earlier affected-suite runs passed 814 tests after rebase and 820 tests after recipient and whitespace corrections. Four affected suites passed 514 tests before the second reference-contention regression was added. Single-connection tests cover entry add, edit, delete, and replacement. Validation and profile reads use the reserved transaction connection. - Review fixes have negative controls: the old code hangs with a one-connection pool; parent-lock omissions deadlock entry deletion or app removal against setup finalization; per-row policy reorder deadlocks under contention; unscoped triggers journal unrelated peers; default SQL trimming misses JavaScript whitespace. Corrected cases pass. Selector tests cover all 25 ECMAScript whitespace characters. Recipient tests cover repeated edits, old/new targets, ignored bindings, rollback, coalescing, and company scope. The definition suite now has 28 cases. - Earlier standard scores that depended on #16605 were not accepted as independent clearance. The first Apex review returned 4/5 for replacement versus application deletion. The final correction locks old and new references, checks the reference set again under the parent lock, and retries before any mutation. The final independent reviews clear that correction. - Preserve prior failures for acceptance: draft run 38975432017 had failures whose causes were not re-investigated. Run 38990400765 exposed the unrelated durable-resume watchdog race, fixed in merged #16623. In run 39287657148, two jobs reported cancellation without a failed-test summary; the cause remains unknown. Both passed on retry without source changes. Initial local fixtures and SQL bindings also needed correction: an internal helper name was replaced with public `archiveConnection`, unchanged priorities were changed to exercise reorder, a driver timestamp was bound as ISO text, and a superseded company-fanout assertion was updated. These recovered checks do not establish a cause for the unexplained CI failures. - Local checks target the affected services and real database boundaries. A full local build and repository-wide test run were not performed. Hosted CI supplies the broader checks. Provider responses in tests are controlled; live provider behavior was not qualified. ## Risks Migration 0355 adds statement triggers without changing table schema. Apply it through the normal migration flow. A tool-definition event can advance a runtime revision without changing the bounded assignment snapshot. Consumers still need authorized readers for definitions. Credential-only changes, grants, secrets, and endpoints remain for the access-hook migration. Profile replacement now rolls back as a unit if any entry fails. Binding and install notifications retain scoped recipients. Profile-entry changes use standing bindings, and policies use old/new agent selectors. Unscoped policies, company-bound profiles, and other conservative definition changes retain synchronous transaction-atomic company-wide fanout: O(eligible company agents) locks and journal storage, without a fanout ceiling or mutation quota. This retains the accepted tradeoff from #16603 for company-wide changes. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run local checks; results and the isolated test failure 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>	2026-10-19 10:56:08 -07:00
Nicky LeachandPaperclip	5f5602bba7	feat(plugins): synchronize standing connection assignments (#16603) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Lifecycle plugins prepare agent runtimes outside the control plane. > - They need committed connection assignment changes without polling. > - A reader and its revision hooks must cover the same fields. > - This pull request adds a bounded standing-assignment snapshot and its matching hooks. > - Plugins can react to assignment changes while execution keeps its existing access checks. ## Linked Issues or Issue Description **What happened?** The agent runtime reader does not expose standing connection assignments. Changes to connection installs, active profiles, and connector feature switches do not request synchronization. Adding company-wide invalidation also exposes lock inversions in assignment writers and AI adoption. **Expected behavior** The owning lifecycle plugin can read a bounded assignment snapshot. Every committed change to its stored fields advances the runtime revision. Rollback removes both the change and its event. Assignment writers finish without a lock-order cycle. **Steps to reproduce** 1. Install a connection or bind an active profile to an agent. 2. Read its runtime inputs through the owning lifecycle plugin. 3. Rename or disable the connection, revoke the assignment, or switch connector features. 4. Expect a committed runtime event and an updated snapshot without periodic polling. **Additional context** Extracted from #16503. Catalog publication #16602 and the separate test maintenance PRs #16601 and #16610 are merged. This PR now targets master and is the active review. Tool-definition hooks #16604 and access/credential hooks #16605 remain drafts without review requests. ## What Changed - Add SDK types and an owning-plugin runtime snapshot for installed connections, active profile IDs, and effective connector feature switches. - Reject more than 512 connections or 128 active profiles instead of returning partial data. - Add migration 0354 for the exact stored fields used by the snapshot, with transaction-coalesced invalidation. Agent-targeted bindings and installs notify only their old/new target agents; project/routine/issue/gateway bindings are outside the snapshot and produce no notification. - Use ordered agent locks that are compatible with foreign-key references and exclude runtime readers. Prelock complete old/new target sets before replacing assignments or restoring managed profiles. - Record one company baseline at delivery startup for process-managed feature overlays. - Lock assignment inputs before install saves, task completion, and email assignment. Setup finalization reads the locked connection state and prelocks company agents before activating, re-enabling, or reviving a profile. - Make profile binding and reassignment writes transactional and lock parent profiles first. Keep target validation and profile/detail reads on the reserved transaction connection, including with a one-connection pool. - Lock company agents in order before validated AI adoption. Keep adoption and shared configuration writes at `FOR NO KEY UPDATE`, avoiding an upgrade that can deadlock foreign-key inserts during gateway creation. Configuration fields cannot change agent identity; lifecycle transitions and deletion retain their existing locks. - Document supported coverage and the inputs reserved for later PRs. ## Verification - Thirteen affected suites passed: 757 tests covering runtime hooks/assignments/skills, concurrent skill publication, tool access/catalog, task connection intents, lifecycle delivery, email, AI accounts, migration histories, snapshot drift, and the agent lifecycle module. This includes the merged catalog PR's OAuth and overlapping-refresh regressions. - The assignment suite passes all 24 cases, including bounded snapshots, company/agent isolation, rollback, health-field no-ops, process-start feature overlays, and real lock contention. - Four one-connection PostgreSQL regressions reproduce the earlier helper-read hangs before the correction; bind, unbind, delete, and reassign complete with it. The earlier adoption/gateway probe exposed both lock upgrades: changing only validation still deadlocks in shared configuration. Current scoped coverage verifies adoption with agent-targeted binding writes; gateway-only bindings no longer invalidate this snapshot. - The original ordered-adoption regression reproduces PostgreSQL `40P01` without ordered company-agent locking. Scoped-recipient tests reproduce unrelated-peer journaling before the trigger correction and verify repeated bind/unbind operations leave peers untouched, ignored binding types produce no events, both reassignment recipients are reached, and coalescing remains intact. - Six replacement contention cases cover installs, existing setup, activation, re-enabling, profile revival, and profile reassignment. Negative controls reproduce `40P01` without the corresponding target/company prelocks; all cases pass with the guards. Activation decisions use the connection row reread under lock. - An initial contention fixture failed because its settings connection lacked an MCP URL. Supplying the fixture URL and controlled lookup corrected that test setup error. - Server typecheck, database migration numbering/safety, five-snapshot retention, feature-map structural validation, and `git diff --check` passed. Migration metadata preserves historical journal entries and adds no schema change. The complete diff was reviewed for secrets and personal data before push. - Earlier hosted PR CI runs 38983440861 and 38985530069 passed; the superseded promotion run 38983440470 was cancelled. Superagent acknowledged the recipient fix and accepted the documented company-wide cost at `359b5b2f30a8a0248177367e458663d5379810d1`. Its two standard Greptile summaries were conditional on a later setup correction and were not counted as independent acceptance; the setup correction is now included here. - At `7da246aab46274db1a120a0546abbb404c5427c7`, hosted PR run 38986958988 passed: all 55 checks succeeded, with two optional Storybook checks skipped. Superagent passed, all review threads are resolved, and standard Greptile independently returned 5/5 with no blocking findings (review completed 2026-10-17 00:40 UTC). Apex independently returned 5/5 with no actionable findings (completed 2026-10-17 00:50 UTC). CI was rechecked after Apex and remains green; the branch is mergeable against master. Full local build and repository-wide tests were not run. ## Risks Migration 0354 adds database functions and triggers without changing table schema. Apply it through the normal migration flow. Agent-targeted bindings and installs only notify their affected agents. Explicit company-wide assignments, connection metadata, profile activation/removal, and connector feature switches retain synchronous, transaction-atomic company fanout. Each such transaction takes ordered row locks and inserts up to one connector runtime event per eligible company agent: O(number of eligible agents) work and journal storage, with no company-size cap or cross-transaction mutation quota. This remains an intentional scope tradeoff for this PR; deferred fanout is not implemented. Many of these conservative changes can request preparation even if an individual snapshot stays unchanged. Snapshot limits fail closed. This PR provides desired assignments, not credentials or task authorization. Later PRs must add mutation coverage before consumers can rely on immediate synchronization of tool definitions or credentials. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-16 17:55:47 -07:00
Nicky Leach	c0ac2772b0	test: stabilize migration and recovery fixtures (#16601)	2026-10-16 15:19:11 -07:00
DottaandPaperclip	93ab7bad11	Add immutable Muse clients and OAuth grant contracts (#16447) ... Add immutable Muse client assets and the grant-linked private contract. Keep the grant migration safe for replay and partial schema recovery, preserving exact preview receipts and existing data. Keep public wake signals separate from private provider authority. Refs #16447. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-16 14:09:26 -05:00
DottaandPaperclip	2cc7992369	Share the external Runner lifecycle and add strict Muse contracts (#16444) ... Add the external Runner foundation with distinct Dot/Grok V6, canonical home-mode V7 and Muse V8 contracts. Keep generated schemas and profiles synchronized. Bound default question-answer command IDs in a disjoint namespace while preserving existing IDs and durable replay. Preserve canonical migration history and add normally generated, replay-safe Muse schema milestones with literal preview-history fixtures. Refs #16444. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-16 13:46:50 -05:00
Nicky LeachandPaperclip	5fbece9dcc	Synchronize assigned skills through agent runtime hooks (#16501) ... ## Thinking Path > - Paperclip manages shared skills and agent assignments. > - Runtime plugins need installed skills before a task starts. > - Skill content can change without changing the agent row. > - Source access and version pins also affect delivered files. > - This pull request feeds those changes into the durable runtime stream. > - The runtime reader resolves the same immutable skill sources used for execution. ## Linked Issues or Issue Description Builds on merged PR #16499. This pull request now targets `master` and contains only the five skill synchronization commits. **Problem** Plugins receive no durable notification when an assigned skill changes. A saved assignment can also become inaccessible after private-source access changes. **Proposed solution** Invalidate referencing agents at installed skill mutations. Invalidate inherited access when source bindings, project privacy, or policy change. Return authorized skill sources and version IDs through the owning runtime reader. **Alternatives considered** Activity-only subscriptions miss service writers. Per-task synchronization adds preparation work. Copying current files would ignore version pins. **Roadmap alignment** This extends existing skills, source synchronization, and plugin runtime support. ## What Changed - Defer multi-skill source runtime hooks until commit, after publication holds all skill rows. Keep file-save journaling immediate to preserve filesystem rollback. - Add transactional invalidations for skill content, companion files, versions, rename, deletion, policy, source access, and pin-setting changes. - Recognize canonical keys and supported legacy aliases. - Reuse the execution skill resolver, current agent access, and instance version-pin rules. - Resolve and materialize sources outside the agent row lock. Recheck ownership and runtime revision afterward. - Keep task-only mentions and running-task snapshots in the execution path. - Document conservative invalidations for pinned assignments and inherited access. ## Verification - Rebased onto origin/master `9f4a956b90`, which contains merged PR #16499. All five commits are unchanged according to `git range-diff`; no conflict resolutions or source changes were needed. - On rebased head `58b065941`, all 237 focused tests passed: runtime skill hooks/source publication (41), plus content service, assignment routes, policy routes, and project source access (196). - Server typecheck passed after rebuilding Runner with the installed Rust toolchain. Migration numbering/safety and map checks passed; snapshot pruning made no changes. Migration CLI checks required local IPC permission. - Real PostgreSQL coverage includes concurrent source publication/version saves, policy-only tightening/restoration, referencing-agent fanout, company isolation, no-op counters, supporting files, rename/deletion, rollback, private-source access, pinned/latest bytes, and unassignment. - Earlier stack validation passed workspace typecheck/build. Fresh hosted CI and review must verify the rebased head before handoff. - The broad local suite was previously limited by an unchanged diagnostic test that rejects "private" in an error stack under this /private/tmp worktree; that unchanged suite passed all 108 tests in the original checkout. Hosted full-suite checks provide exact-head verification. - Diff whitespace and full PR secret/PII scan passed. - All hosted CI/security checks are green on `58b065941`; fresh standard Greptile and Apex both returned 5/5 with no findings or unresolved threads. The PR targets master and is mergeable without conflicts. ## Risks - Apply migration 0348 after the runtime-stream migration in #16499. - Content invalidations include pinned assignments. The resolved version stays pinned; consumers can avoid writes when its version/hash is unchanged. - Project access and source changes invalidate only agents assigned skills from the affected sources. Company policy still invalidates the company. Source polling bookkeeping and popularity counters do not create work. - The reader rebuilds installed caches without upstream requests. Concurrent changes cause a bounded retry and then a conflict. - Private transport integration and live remote computer qualification remain separate. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass (focused suites; broad local limitation 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>	2026-10-16 08:28:47 -07:00
Nicky LeachandPaperclip	9f4a956b90	Add durable agent runtime synchronization hooks (#16499) ... ## Thinking Path > - Paperclip manages agents and their runtime configuration. > - Plugins can maintain external agent computers. > - Configuration and file saves currently miss durable plugin delivery. > - A transient activity notification cannot recover after interruption. > - This pull request adds an opt-in agent runtime resource stream. > - The existing dispatcher delivers and acknowledges its committed work. > - Plugins can prepare computers when configuration changes. ## Linked Issues or Issue Description Related: #15631 and #16203 establish agent lifecycle and native durable delivery. **Problem** Plugins cannot reliably react to agent configuration and instruction changes without polling or waiting for execution. **Proposed solution** Add an opt-in `agent_runtime` stream to the existing resource journal. Record changes at the database mutation and managed file audit boundaries. Wake the dispatcher with content-free commit notifications. Provide scoped runtime inputs to the selected lifecycle plugin. **Alternatives considered** Route-only activity events miss service and background writers. Scheduled scans delay changes and repeatedly query unchanged state. **Roadmap alignment** This extends the existing plugin and agent configuration work. ## What Changed - Add durable update/delete events for agent runtime state, including an existing-agent baseline. - Capture configuration changes, instruction edits, deletion, restore, and managed run writeback. - Add commit notifications and a reconnect scan. Register one listener for configured, enabled runtime subscribers. Release it when none remain. - Keep HTTP startup independent of queued plugin callbacks. - Add `ctx.agents.getRuntime`. Require lifecycle capability, invocation company, enabled plugin, and owning lifecycle selection. - Keep legacy agent/project subscriptions isolated. Manual inbox reads retain both legacy streams. - Resolve recovered instruction paths without reading or hashing bundle contents. Use the company reporting graph for runtime health. - Repair missed file events on identical save/deletion retries after a journal failure; preserve content tokens and conditional-write checks. - Correlate file audits with runtime revisions to deduplicate recorded retries without a new table. Bound the lookup with the existing company/timestamp index. - Document the contract, migration, access boundaries, and session-connection requirement. ## Verification - Rebased the full stack onto origin/master after #16507. - Final replayed stack: `pnpm -r typecheck` and `pnpm build` passed. - All 132 affected runtime, skill, connector, publication, instruction, managed-agent, and delivery tests passed after the latest-master rebase. Workspace typecheck and build passed. - Journal failure injection verifies recovery on identical file writes, deletions, and instruction retries from an acknowledged inbox. - Deduplication follow-up: 80 runtime/instruction/delivery tests and server typecheck passed. Repeated retries create no audit/events; old hashes returning after an intervening commit still repair delivery. Built-in/native instruction writer regressions passed all 56 tests. - PR 1 follow-up tests cover valid/cyclic reporting chains, listener registration failure, multiple subscribers, global/company disable, re-enable, unload, and startup with blocked callbacks. - Database coverage includes rollback, journal failure, no-op suppression, file saves/deletion, ordering/replay, owner/company denial, independent-client commits, and real listener loss/reconnect. - SDK/shared suites passed 1,059 tests during implementation. CLI/delivery regressions also passed. - Migration safety, map checks, diff whitespace, and local secrets/PII scan passed. - Hosted CI and security checks are fully green at `b296405e2`. Standard Greptile and Apex both returned 5/5 with no unresolved findings. - The broad local suite encountered an unchanged diagnostic test that rejects the word "private" from an error stack. This worktree lives under /private/tmp. The same unchanged diagnostic suite passed all 108 tests in the original checkout. Hosted full-suite checks provide exact-head verification. ## Risks - Apply migration 0347 before enabling a runtime subscriber. Runtime notifications require session-level PostgreSQL LISTEN. Transaction-mode poolers are unsupported for this opt-in feature. - Database triggers share the mutation transaction. Journal failure prevents configuration commits. Trigger work adds a journal insert to relevant changes. - Filesystem publication and SQL commit are separate boundaries. Direct filesystem edits do not emit hooks. External clients must fence stale revisions and retain conditional-write checks. - The reader returns only that plugin's own instance secrets. Keep them out of UI data, logs, plugin state, and agent files. - No private transport integration or live remote computer qualification is included. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run tests locally and they pass (focused suites; broad local limitation 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>	2026-10-16 07:53:04 -07:00
DottaandPaperclip	982ff62949	test(shared): consolidate ZIP conversion observations (#16118) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-15 00:06:50 -05:00
DottaandPaperclip	0e1bb3748b	test(db): retain owner nullability in the active-slot keeper (#16076) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-14 23:13:15 -05:00
3 people	bcfc03bc94	fix(sentry): keep provider-rejected Grok wakes out of run failure reports (#16297) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Paperclip Runner can run an external Grok bot. Paperclip offers the bot an assignment and sends a webhook wake. The bot must accept the assignment in 10 minutes. > - When the Grok endpoint rejects every wake with HTTP 4xx, the bot never sees the work. The offer expires and the run fails with `Dot assignment acceptance or execution authority expired.` > - Paperclip already records each wake in `grok_bot_dispatches` with its HTTP status. The operator sees the rejection and can retry it. Thus Paperclip operates correctly in this case. > - But `reportRunFailure` sends this run to Sentry as an unexplained backend error. This makes noise and hides real defects. > - This pull request skips the Sentry report only when durable receipts prove that the Grok endpoint rejected every wake. > - The benefit is a cleaner Sentry signal. Local defects, uncertain delivery, and accepted work stay visible. ## Linked Issues or Issue Description Sentry issue `PAPERCLIP-BACKEND-3M` (staging, 1 event). **What happened?** A Grok bot run on staging failed after 10 minutes in the `preparing` stage. Sentry got the error `Dot assignment acceptance or execution authority expired.` with the code `native_provider_terminal_failed`. The stored receipts show two `mailbox_updated` wakes for the assignment. The Grok endpoint rejected both wakes with HTTP 400: the first wake and one operator retry. The assignment was never accepted. Wakes with the same shape got HTTP 200 before and after this run. **Expected behavior** The run fails, and the operator sees the rejected delivery. Sentry does not get a backend error for a proven external rejection. **Steps to reproduce** 1. Connect a Grok bot agent and verify its routine. 2. Make the Grok endpoint return HTTP 400 for work wakes. 3. Assign a task to the agent and wait 10 minutes. 4. See that the run fails and that a Sentry event is sent. **Paperclip version or commit** `f69c6a8` (master). ## What Changed - `server/src/services/run-failure-report.ts`: Add `isRejectedExternalBotWake`. It returns true only when all of these conditions are true: - The run failed in native mode with `native_provider_terminal_failed`. - The finalization `failureDetail.originalFailureCode` is `dot_assignment_expired`. - The run has exactly one Dot assignment, and that assignment was never accepted. - The assignment has at least one `mailbox_updated` wake, and each wake has the status `rejected` with an HTTP 4xx status. - `captureTerminalRunFailure` skips the Sentry capture when the check is true. If the receipt check itself fails, it logs a warning and the failure stays reportable. The run status, the task, and the operator recovery do not change. - `packages/db`: Add the index `grok_dispatch_assignment_kind_idx` on `grok_bot_dispatches (assignment_id, kind)` (migration `0346`). The receipt lookup and the dispatcher's per-assignment checks use this index. - `server/src/services/__tests__/run-failure-report.test.ts`: Add one test for the skipped case. Add nine tests for cases that must stay reportable: no wake, a local rejection with no HTTP status, a delivered wake, uncertain delivery, accepted work, a different provider failure code, no finalization, more than one offer, and a receipt read that fails. ## Verification - `pnpm --dir server exec vitest run src/services/__tests__/run-failure-report.test.ts`: 208 tests pass. - I removed the new catch and ran the tests again. The receipt-read-failure test failed. - `pnpm --filter @paperclipai/db run check:migrations` and `src/migration-snapshot-drift.test.ts` pass. - I removed the source change and ran the new tests again. The skipped-case test failed and the six reportable cases passed. This shows that the test proves the change. - I did not run the full `pnpm -r typecheck` locally. The server `typecheck` script needs `cargo` to build the Runner binary, and the sandbox stopped `tsc` with SIGKILL. CI runs the full typecheck. ## Risks - Low risk. The change only removes one Sentry report. It does not change run state, recovery, or what users see. - The check uses durable receipts, not message text. A wake with no HTTP status (local validation or credential failure) stays reportable, so a Paperclip defect cannot hide behind this rule. - For failed native runs with `native_provider_terminal_failed`, the check adds up to three indexed reads. Other runs do no extra reads. - Migration `0346` builds one index in a transaction. `grok_bot_dispatches` was created in `0344` and is small, so the build lock is short. The table is not on the migration gate's large-table list. ## Model Used - Claude Opus 5.5 (`claude-opus-5-5`), Anthropic. Agentic tool use with shell, code search, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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>	2026-10-14 08:32:48 -07:00
DottaandPaperclip	e9b6c4d44c	perf: remove history scans from task and chat queries (#16278) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task reads and external chat notices must remain responsive as run history grows. > - The chat notice sweep casts indexed UUID columns to text. > - Run redaction and task provenance filter large JSON contexts with expressions that lack matching indexes. > - These queries scan history and read large stored contexts on common requests. > - This pull request adapts two existing fixes to current master and adds the missing provenance index. > - The benefit is less database work with the same query results and access rules. ## Linked Issues or Issue Description Refs #15927. This change adapts that chat sweep fix to the extracted inbound notice module and retains the contributor credit. Refs #12499. This change adds that missing nested-context index through a current, concurrent migration. It retains the contributor credit. This combined change replaces those older layouts for the measured query paths. It also covers task creation provenance, which those pull requests do not address. **What happened?** The chat notice sweep scans wakeup history. Issue redaction scans run contexts because only one branch of its JSON condition has an index. The task creation-source filter also scans contexts because its native and legacy ID expression lacks an index. **Expected behavior** The queries use indexed lookups and return the same rows. Company access, task origin precedence, secret redaction, and chat notice ordering remain the same. **Steps to reproduce** Run `pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-slow-queries.ts --baseline-ref=f8af817f8d`. The benchmark creates disposable PostgreSQL data and compares the old query with the current query on the same fixture. ## What Changed - Compare chat UUID columns directly with safely parsed payload IDs. Reject malformed and noncanonical IDs without a cast failure. - Add the nested `paperclipIssue.id` run-context index and the exact native/legacy task-provenance expression index. - Build both indexes concurrently. Register the migration for top-level execution and invalid-index retry repair. - Extend chat payload and migration regression coverage. - Add a repeatable synthetic SQL benchmark and document its scope and command. - Keep the five newest schema snapshots. ## Verification - Focused local checks: 76 selected tests passed in five files. These cover FIFO notices, malformed IDs, conversation state, redaction, provenance, and company boundaries. - Disposable PostgreSQL 18.1 fixture: 335 tasks, 1,400 runs, 13,000 wakeups, 377 actions, and 192 KiB synthetic contexts. - Five warm samples per query, after two warmups. Every returned SQL column matched before and after, compared as positional tuples so duplicate unnamed projections are retained. | Query | Before, median | After, median | Improvement | | --- | ---: | ---: | ---: | | Chat notice candidates | 26.21 ms | 6.43 ms | 4.1× | | Task creation-source list | 159.69 ms | 6.51 ms | 24.5× | | Issue redaction contexts | 131.88 ms | 0.34 ms | 389.1× | The run-history context projection returned the same 200 rows and kept the same index plan and buffer counts. Its timings were noisy (37.30 ms before and 56.78 ms after in the last run; 34.25 ms and 34.14 ms in the previous run). No improvement is claimed for this control. Its repeated JSON projection remains a separate optimization opportunity. The populated plans use the wakeup primary key, the provenance expression index, and a BitmapOr over both redaction indexes. These are local SQL measurements. They do not prove an equivalent change in hosted API latency. - `pnpm -r typecheck` and `pnpm build` passed locally. - The full local `pnpm test:run` was started and then interrupted (exit 130) when the Mac reached its PostgreSQL shared-memory limit. It did not complete and is not reported as passed. The final SQL benchmark passed after its disposable database resources were released. The full general and serialized test suites passed in CI. - All CI checks for final head `193acca6abaa992acad12f4b631bd31dd3234641` passed, including full Vitest coverage, E2E checks, typecheck, build, migration order, and lifecycle boundaries. - Greptile reviewed that exact head at 5/5 with no actionable comments. ## Risks - Both indexes add storage and write cost. Initial builds read stored run contexts and can take time on large histories. - Concurrent index builds avoid holding a write-blocking table lock for the whole build. The existing migration retry path removes invalid partial indexes before retrying. - The chat parser accepts only canonical lowercase UUID text. This preserves the prior text comparison, including rejection of uppercase and malformed values. - Staging has not been migrated or deployed. Local PostgreSQL and synthetic data do not reproduce hosted load or network latency. ## Model Used - OpenAI Codex, based on GPT-6. The exact serving model ID and context window were not exposed in this session. Used reasoning, repository tools, browser inspection, and local code execution. The adapted fixes retain their original contributor credits. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-14 07:37:51 -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
4 people	ba4fac585d	feat(agents): show who created an agent in shared companies (#16055) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - A company in Paperclip can have more than one human member, and each member can create agents > - The app does not record which person created an agent > - When two or more people share a company, members cannot see who added an agent or who to ask about it > - This pull request records the creator of each agent and shows the creator on the agent Overview tab > - The benefit is clear ownership of agents in shared companies, with no change for single-user companies ## Linked Issues or Issue Description No public issue exists. This description follows `feature_request.yml`. **Subsystem affected** Agents: the agent data model, the agent create path on the server, and the agent Overview tab in the board UI. **Problem or motivation** Paperclip does not record which human user created an agent. When more than one human user works in a company, the agent page does not tell members who created the agent. **Proposed solution** Record the user ID of the creator when a human creates an agent. Show "Created by <name>" on the Identity card of the agent Overview tab. Show this row only when the company has two or more human members. Do not count the synthetic local Board principal as a human member. Do not show the local Board as a creator. **Alternatives considered** Count human users across the full instance. We did not do this. An instance-wide count tells a member of one company that other companies have users. The creator is always a member of the agent's company, so the company count is sufficient. **Roadmap alignment** `ROADMAP.md` has no item for agent ownership. This change is small and additive. ## What Changed - Add the nullable column `agents.created_by_user_id` (`packages/db/src/schema/agents.ts`, migration `0343_new_mentor.sql`). - Set the column in the single agent insert path (`server/src/modules/agent-lifecycle/adapters/records.ts`). The value comes from the authenticated user actor. The server ignores a creator value in the request body. Agents that agents or the system create keep `null`. - Backfill existing agents in the migration. The backfill uses the earliest `agent.created` or `agent.hire_created` activity row that a user actor wrote in the same company. - Add `createdByUserId` to the shared `Agent` type (`packages/shared/src/types/agent.ts`). - Add `ui/src/lib/agent-creator.ts`. It decides if the UI shows the creator row and it resolves the creator name. If the creator left the company, the row shows "Former member". - Add the "Created by" row to the Identity card in `ui/src/pages/AgentDetail.tsx`. If the company user directory request fails, the row shows "Could not load creator". The row does not disappear silently. - Add the Storybook story `Pages/Agent Detail → Shared Company Shows Creator`. - Document the column in `doc/SPEC-implementation.md` §7.2. ## Verification - `pnpm --filter @paperclipai/db typecheck` passes. This includes the migration numbering and migration safety checks. - `pnpm --filter @paperclipai/shared typecheck` passes. - `ui`: `tsc --noEmit` passes. - `server`: `vitest run src/modules/agent-lifecycle/__tests__/lifecycle.test.ts` passes (49/49). Two new tests: - The server records the creator from the actor and ignores a creator value in the request body. - The backfill takes the earliest user activity row. It skips agent actors and rows from other companies. - `server`: `vitest run src/__tests__/built-in-agents.test.ts` passes (40/40). A new test checks that a built-in agent enabled by a human records that human, and that automatic provisioning stays unattributed. The gated (pending-approval) provisioning test also asserts the creator. `src/__tests__/built-in-agent-routes.test.ts` also passes. - `ui`: `vitest run src/lib/agent-creator.test.ts src/pages/AgentOverview.test.tsx` passes (10/10). The tests cover these cases: the row shows with two or more humans, the row stays hidden with one human plus the Board, the UI never shows the Board as the creator, the row shows an error when the directory request fails, and the row stays hidden (no error) for agents with no creator or the Board as creator. The last case fails without the fix. - The current Storybook catalog uses source annotations and generated indexes. `node scripts/storybook-catalog.mjs --check` passes (264 story files, 2,514 stories). The merge keeps the authored catalog deletion from master. - `pnpm check:token-gates` is clean. - Screenshots from the Storybook story (fake data: two human members, Alice Admin and Bob Builder, plus the local Board). The red "Could not load public key" text is a Storybook artifact: the story has no fixture for the public key request. The existing `Dashboard` story shows the same text. **Two or more human members: the Identity card shows "Created by".**  **One human member plus the local Board: the row stays hidden.**  Full Overview tab: [overview-created-by.png](https://raw.githubusercontent.com/paperclipai/paperclip/9b62bd2ea6cf984ce6745f08cc45f44ddf00fb51/pr-16055/overview-created-by.png). The images are on the separate branch `pr-assets/agent-created-by`. They are not in this PR and do not go to `master`. - Manual check: open Storybook at `Pages/Agent Detail → Shared Company Shows Creator`. The Identity card shows "Created by Alice Admin". The `Dashboard` story has one human, so it does not show the row. - Final focused verification on `5a02350cf16050a3cf3cb3f8dc061fe61758c60d`: all 99 tests pass across the two UI suites, built-in-agent suite, and lifecycle suite. The backfill test applies the complete migration twice. The migration uses `ADD COLUMN IF NOT EXISTS` and preserves the company-scoped backfill. Migration numbering and token checks pass. - Full repository typecheck, build, and Storybook build pass. The generated creator story ID is present. A Chromium check renders the production agent page fixture and verifies the creator row and Alice Admin name. Map checks and their 21 tests pass. A fresh Apex review is 5/5 on the current head with no unresolved findings. All 54 successful CI checks pass on this head, with two intentional skips, including all general and serialized test shards, E2E, typecheck, and build. The workspaces-b job passed after rerunning a runner shutdown; no source change was needed. The separate, unsharded local `pnpm test:run` invocation has not completed; complete suite verification comes from CI. ## Risks - Migration: the migration adds one nullable column and runs one `UPDATE` on `agents` with a correlated subquery on `activity_log`. On an instance with a very large activity log, the backfill can take some time. The migration does not lock other tables and does not delete data. - Backfill accuracy: agents with no user-authored create activity row keep `null`. The UI then does not show a creator. This is the same as the current behavior. - Privacy: the row shows only names from the company user directory, and only to users who can already see that directory. - Low risk for single-user companies: the UI does not change for them. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Provider: Anthropic, Claude Opus 5.5 (model ID `claude-opus-5-5`), run as a coding agent through Claude Code with tool use (shell, file edit, and test execution), standard context window. OpenAI GPT-6 (`gpt-6`) through Codex assisted conflict resolution, regression tests, and repository verification. This session 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 - [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: Amy (Opus) <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>	2026-10-13 14:57:41 -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
Nicky LeachandPaperclip	da9af67415	Persist agent-owned instance secrets through lifecycle results (#16191) ... ## Thinking Path > - Paperclip coordinates agents and controls when they can run. > - Lifecycle plugins prepare and remove resources for each agent. > - Those resources can require private connection credentials. > - The current SDK can resolve configured secrets but cannot save these credentials securely. > - Ordinary company secrets can be bound to agents and do not provide the required server-only boundary. > - This change saves agent-owned instance secrets through the existing local lifecycle result and native secret service. > - The tenant can retain runtime credentials through restarts without a separate encryption system or remote API. ## Linked Issues or Issue Description **Subsystem affected** Agent lifecycle, plugin contract, and native secret storage. **Problem or motivation** Lifecycle plugins need to save private runtime connection details for the owning agent. Worker memory loses these details on restart. Plugin state and company secrets do not provide a private runtime-only boundary. **Proposed solution** Add optional instance-secret changes to lifecycle results. Save them through the existing secret service and local encrypted provider before accepting the result. Require company, agent, plugin, phase, operation, revision, and current unexpired attempt ownership. Supply saved values through the existing local preparation/resume request. **Alternatives considered** A separate encrypted store duplicates the native secret system. Generic plugin company-secret writes proposed by #5007 do not supply agent ownership or a server-only secret scope. This change does not add that general write API. **Roadmap alignment** Extends the existing lifecycle contract from #15631. It does not add a resource provider or select an execution backend. ## What Changed - Add an instance scope to native secrets with mandatory agent/plugin ownership, a company-qualified agent foreign key, and key uniqueness per owner. Existing company and user scopes retain their constraints. - Reuse native creation, rotation, deletion, secret versions, access audit, and the local encrypted provider. Keep values out of company catalogs, normal bindings, agent access, and public agent records. - Accept local secret patches only after locking and checking the current lifecycle operation and required plugin selection. Storage failure or a stale reply cannot complete setup. Expired or replaced attempt owners cannot overwrite a successor's credentials. - Keep vault-import conflicts company-scoped. Protect instance-owned account-home paths during failed device-login cleanup with a private, fail-closed scan. - Skip decryption on stop and cleanup so a lost key cannot block removal. Cascade secret records when their agent or plugin is deleted. - Log fixed provider diagnostics without raw errors that can contain credentials. Document the local contract, runtime resolver, and access-map exclusions. Retain the five latest migration snapshots through the normal generator pruning. ## Verification - 239 focused tests passed across agent-instance-secrets, lifecycle, secrets-service, secrets-routes, plugin-secrets-handler, and agent-device-login-routes. Used disposable PostgreSQL 18 clusters through the existing test constructor seam because the bundled binary cannot start on this macOS host. The temporary harness is outside git. - Regression tests reproduced the vault-import conflict and missed cleanup claimant before the fixes; both pass after the fixes. - New coverage includes encrypted native versions, rotation, restart recovery, company/agent/plugin isolation, ordinary-read and binding denial, stale replies, storage failure, safe logging, cleanup without the master key, and same-name secret isolation, native account-home mutation guards, lease takeover/expiry, and live agent/plugin deletion cascades. - Direct server TypeScript check, DB/shared typechecks, migration numbering/safety checks, module boundaries, and git diff check passed. - Full workspace typecheck and build were attempted; both stop at the missing local cargo toolchain. The full test command was started and stopped after failures in unchanged native-runtime/workspace suites plus bundled-PostgreSQL skips; it did not complete. CI must verify the full toolchain paths. - Current head `c0f8bfd12477ad509252ecd40e168a6c84dbeb36`: all 55 CI checks passed, including the previously canceled e2e shard. Greptile Apex reviewed this exact head at 5/5 with no unresolved threads. GitHub reports the branch mergeable and clean. - No live provider probe, production data access, or deployment. Reviewed the diff for credentials, private references, and run artifacts. ## Risks Apply migration 0339_luxuriant_iron_monger.sql before deploying tenant code. It adds nullable ownership columns, a partial unique index, foreign keys, and a stricter scope constraint. Existing rows remain valid. Keep the schema on application rollback. Preserve the existing secrets master key through deployments and backup restoration. The lifecycle request/result now has a sensitive, server-only field. Plugins must never log it or return it to an agent or browser. Values stay in the tenant database through the existing encryption provider. Trusted runtime consumers must apply normal execution admission before resolving them. Older hosts omit instanceSecrets; plugins that require durable storage must reject those hosts. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository inspection, code editing, and local test execution. The exact serving model identifier and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-13 10:13:42 -07:00
Nicky LeachandPaperclip	c4e80ccdc8	chore(db): prune obsolete migration snapshots and document retention (#16194) ... ## Thinking Path > - Paperclip uses versioned PostgreSQL migrations to preserve application data. > - Drizzle uses schema snapshots to generate future migrations. > - The database package already prunes snapshots to the five newest files. > - PR #15749 added three snapshots but left eight in the resulting tree. > - This PR removes the three excess files and documents the retention requirements. > - Coding agents and Greptile receive the same scoped rule for future migration changes. ## Linked Issues or Issue Description Refs #15749. Related: #16191 includes overlapping snapshot cleanup with its new migration. This PR isolates the existing excess and the repository rule; it has no dependency on that feature. **What happened?** The migration metadata directory contains snapshots 0331–0338. The existing pruning script retains only the newest five, but the older three were left in master. **Expected behavior** Keep snapshots 0334–0338. Commit snapshot pruning alongside additions and recheck the combined tree after rebases or merges. Preserve all SQL migrations and journal entries. **Steps to reproduce** At master commit e3029c632, list `packages/db/src/migrations/meta/*_snapshot.json`. There are eight files. Run `pnpm --filter @paperclipai/db prune:snapshots`; snapshots 0331–0333 are removed. **Paperclip version or commit** e3029c632. Repository maintenance; deployment mode is not applicable. ## What Changed - Remove snapshots 0331–0333 using the existing pruning script. - Add `rules/database-migration-snapshots.mdc` with retention, generation, rebase, preservation, and review requirements. - Register the rule in `.greptile/files.json` with matching scope patterns. ## Verification - Existing `prune:snapshots` script completed successfully via `npm run --prefix packages/db prune:snapshots`. - Existing migration numbering and safety checks passed, run with the available tsx loader. Safety reported only baseline-covered historical findings. - A local assertion check confirmed exactly snapshots 0334–0338 remain, with retained snapshots and journal byte-for-byte equal to the base. SQL migrations are unchanged. - A local assertion check verified that rule globs equal the Greptile scope, all manifest paths exist, representative migration/schema files match, and unrelated server/UI files do not match. - `node scripts/check-maps.mjs` and `git diff --check` passed. - Full application typecheck, test suite, and build were not run for this metadata and review-rule-only change. No runtime code, schema, SQL, or dependencies changed. ## Risks Low risk. The five newest schema snapshots remain unchanged. Database migration history is preserved. The rule supplies agent and review guidance; it does not add a new CI enforcement gate. Recheck retention if another migration merges first. ## Model Used OpenAI GPT-6 via Codex, with reasoning and shell/file tools. The exact runtime 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 - [ ] 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>	2026-10-13 09:08:04 -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
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	f0e12c8519	Add managed Slack setup with an independent own-app path (#15679) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack connects a person to an agent through an installed app and a verified identity. > - Independent installations must remain usable without Paperclip Cloud or manager credentials. > - Approved Cloud deployments can use Slack manager grants to create and install each agent's app. > - Both paths should share credential storage, identity checks, recovery, and the existing runtime. > - This pull request adds gated managed setup and keeps independent app setup under Advanced. > - It also makes ongoing connection settings and personal test messages easier to use. ## Linked Issues or Issue Description **Subsystem affected** Slack setup, connection settings, tenant credential storage, and the Cloud connector handoff. **Problem or motivation** Approved deployments need an installation flow without pasted configuration tokens. Open-source users must retain their independent Slack app flow. A connection manager also needs a simple way to check a bot from Settings. **Proposed solution** Use the managed path when the instance is configured to support it. Choose agent and Connect are the two visible stops. Continue starts authorization or installation. Use your own app remains under Advanced before creation. Save personal manager grants by company, Paperclip user, Slack user, workspace, and manager app. Reuse only verified identities for test messages. Unknown identities must complete a private Slack connection challenge before linking and receiving the test DM. **Alternatives considered** A shared bot would change each agent's Slack identity. Requiring Slack CLI or a hosted service for self-hosted users would remove independent installation. **Roadmap alignment** This maintainer-requested change improves Connected Apps and experimental Agent Chat. It adds provisioning and management controls to the existing Slack runtime. **Additional context** The companion Cloud broker profile is a separate deployment prerequisite. Managed setup remains gated. Existing-app adoption is deferred. ## What Changed - Extract Slack registration, provider requests, completion, customer-owned setup, managed setup, and personal manager grants into focused services. Preserve the compatibility facade and independent removal cleanup. - Add company-scoped manager grants and a registration reference through an additive, idempotent migration after current master. Keep runtime credentials separate from app-registration secrets. - Add authenticated manager authorization, sealed handoff, serialized refresh and revocation, app creation, managed installation, and installer-bound OAuth fallback. - Preserve creation intent, block automatic uncertain recreation, save credentials before downstream checks, and validate app, workspace, bot, scopes, and installer identity. - Add the two-stop production wizard and ordered stories. Keep the own-app, manual, existing-app, and legacy-draft paths. - Simplify Settings. Open Slack configuration targets the saved app. The test-message action has its own row. Remove the old manual-avatar section, channel-message section, and broken permissions link. - Add paginated account discovery and a private connection challenge for unknown accounts. Expired invitations stop waiting and offer a new private invitation. Save send receipts before provider dispatch and preserve confirmed delivery when activity logging fails. - Reinstall the saved managed app on explicit reconnect, replace revoked credentials, and resume completion. Persist reconnect intent and duplicate-request receipts without creating another app. - Update provider browser tests, recovery tests, secret redaction, setup documentation, and the agent prompt. Preserve current master's durable verification scheduling. ## Verification - Full workspace typecheck and repository build passed on `56d389d47a`. The subsequent reconnect retry fix in `288364eada` also passed UI typecheck and UI build. - 114 focused Slack registration cases and 13 production managed-wizard cases passed, including fresh-token reconnect, retry after installation failure, and duplicate reconnect requests. - All nine affected Slack browser cases passed against the production UI and a disposable fixture server. They cover managed setup, automatic setup, own-app selection, refresh, recovery, mobile behavior, and connection settings. - Eight focused real-database test-message cases passed. They cover a private ownership challenge, saved grant reuse, account pagination, revoked and conflicting links, workspace mismatch, disabled DMs, revoked membership, audit failure, ambiguous dispatch, and secret canaries. - UI token gates and the production Storybook build passed. - Greptile reviewed exact head `288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable findings or unresolved review threads. - The full repository test suite and current-head CI are running. Their final results will replace this line before merge. - Earlier live feature previews created two bots in the authorized Paperclip Slack workspace and reused one personal manager grant. Local managed Continue created and installed a bot without a configuration token or a separate Add to Slack action. Avatars, welcome DMs, signed callbacks, and direct replies were observed. A Settings test DM also arrived in the signed-in user's Slack account. - Earlier staging thread qualification required manual publication recovery for one bot. Current-head live qualification remains required before enabling the production default. Fixture results do not establish Slack approval behavior in other workspaces. ## Risks - Personal manager tokens can create apps. They stay in scoped vault entries. The manager client secret stays at the broker. Company, actor/session, origin, and app identity checks apply throughout setup. - The additive migration must also work on qualification instances that applied earlier branch migrations. Table, column, index, and constraint creation is idempotent. - Creation and message timeouts can leave uncertain outcomes. Saved request IDs prevent automatic duplicate dispatch. - Unknown Slack identities must receive and complete their private challenge while signed in. Account selection alone does not grant Paperclip permissions. Existing revoked or conflicting links are not overwritten. - A development-only manager transport uses an explicitly configured private credential file for local qualification. Production ignores this transport; no manager credentials are bundled with open source. - Managed rollout requires Slack approval, the companion broker deployment, configured secrets, and final live qualification. Removing a connection does not delete its Slack app. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser tools. The session does not expose the exact serving 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 - [ ] 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>	2026-10-12 15:34:02 -05:00
Dotta	a9830414c7	Preserve repository dependencies when importing GitHub skills (#15731) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Skills library imports reusable instructions from GitHub. > - Some skills depend on shared files and sibling skills outside their folders. > - Directory-only imports lose those dependencies. > - This pull request keeps repository files together and lets users select which skills appear in the library. > - Agents receive the original files and paths through the existing skill delivery system. ## Linked Issues or Issue Description Refs #14713. Related: #13656. **Current behavior** GitHub imports copy independent skill directories. Shared scripts, policies, helper skills, and credit files can be omitted. One shared-file error can block every skill. **Proposed behavior** New imports keep repository files together at the scanned commit. Show all skills with their folders and select every skill by default. Collapse individual package files. Omit unsupported or oversized files with a warning. Import available content without repair choices or an extra confirmation. Keep warnings on the saved source. **Reason and benefit** Skills can read their shared repository files after Paperclip delivers them to an agent. Original instructions stay unchanged. Users can inspect included files and understand omissions before and after import. ## What Changed - Store immutable company-scoped repository snapshots and associate them with skill versions. Regenerate the migration after merging master. - Preserve original bytes, binary encoding, and executable modes. Shared-file changes version each usable selected skill. Pinned versions retain their original files. - Deliver a discovery wrapper with the original tree under `.paperclip-repository/`. Preserve invocation policy when present. Fork and create-from-existing retain repository files. - Keep repository files together for new UI imports. Show every skill, select all by default, and collapse package files. Remove the packaging-mode menu. Keep the mobile import footer visible. - Warn about symlinks, submodules, oversized files, missing references, and invalid optional manifests. A malformed skill remains selected with a Needs setup warning. Usable skills still publish, and its original file remains repository support content. Source warnings persist through refresh. Unsafe execution and secret-disclosure findings omit the affected files before snapshot publication. - Expose saved repository files in the installed skill viewer, including binary encoding and executable flags. Reads use the immutable company-scoped snapshot; relative instruction links resolve from their original repository directory. - Audit delivered inventories and derive trust from all repository files. Accept evaluation prose while retaining dynamic-execution findings. Read blobs in one bounded Git batch and check budgets before reading support files. Imports never execute setup commands. - Add scanner, database, delivery, UI, and browser regressions. Update Storybooks, screenshots, and documentation. ## Verification - 69 focused scanner, Git snapshot, delivery, and PostgreSQL lifecycle tests passed. They cover partial imports, warning persistence, missing references, binary files, executable modes, copies, pinned versions, cancellation, company isolation, and batched Git reads. - 110 import, skill-detail, selection-tree, saved-file link, and Markdown renderer tests passed. A file-switch regression failed before the resolver fix and passed afterward. Browser walkthroughs cover the all-selected open tree, repository preview, non-blocking warnings, missing references, setup problems, warning persistence, and mobile layout. - Full workspace typecheck and build passed. Runner E2E TypeScript checks and design-token gates passed. The full serial local suite was attempted and stopped after over an hour. The existing 40,000-file Git streaming stress test failed after 303 seconds on macOS; the broad local suite is not counted as passed. All 55 applicable PR checks passed on the final commit, including the full sharded CI suite. Two optional Storybook workflows were skipped; the five local Storybook walkthroughs passed. - On October 12, live campaigns imported the private Poteto repository through the production GitHub Sources UI, selected architect and bro, and invoked them with native Codex on local and Daytona. The source connection was disabled before invocation. Independent filesystem inspections matched every supported Git blob, size, and executable mode. Both tasks completed and cleanup passed. Campaigns: `local-2026-10-12T15-07-39-504Z` (both environments), `local-2026-10-12T16-08-39-682Z` (local), and `local-2026-10-12T16-03-33-938Z` (Daytona). Each of the two selected skills received all 234 supported repository files. Later changes only affect the installed-file viewer and documentation. This qualifies skill delivery and instruction reads, not every Poteto workflow or adapter. - A manual source-checkout test drive imported a synthetic private GitHub repository with a symlink, an oversized file, a missing reference, and malformed skill metadata. Available skills published with their shared checklist. The walkthrough found duplicate warning text after import; the final UI fix removes that duplicate. The file viewer exposes saved repository dependencies and resolves authored relative links without changing the instructions. A follow-up live refresh omitted unsafe helper files with warnings, preserved every safe file byte, and survived a server restart. Screenshots below use the production UI with Storybook fixtures. They do not replace the live GitHub and runtime checks. <details> <summary>All skills visible and selected by default</summary>  </details> <details> <summary>Import stays available with warnings</summary>  </details> <details> <summary>Repository file inspector</summary>  </details> <details> <summary>Mobile import</summary>  </details> ## Risks - Each selected skill carries a repository copy in the runtime. The database stores each snapshot once. Runtime transfer and storage increase with the number of assigned skills. - Runtime budgets remain: 9,990 repository entries, 1 MiB per file, and 61 MiB total. File omissions are recorded as warnings. Source-access or download failures retain installed versions. - Import success does not prove that every skill can run. Environment dependencies, credentials, delegation tools, and schedules still need configuration. Imported setup scripts are not executed. - Live runtime coverage is native Codex on local and Daytona. Other adapters use the shared delivery path but were not exercised in these campaigns. The roadmap marks Skills Manager as shipped. This extends the existing importer. Related pull requests were checked. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, automated tests, and browser tools. The exact deployment identifier 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 - [ ] 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	2026-10-12 11:30:20 -05:00
3 people	1b4c803816	fix(costs): preserve usage attribution and explain unavailable run costs (#15948) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The cost ledger records usage and controls agent budgets. > - Some runs lose the selected model or API billing category before their usage reaches the ledger. > - The dashboard reports missing costs but does not identify the affected runs or the available actions. > - This pull request preserves usage attribution and adds a compact view of cost gaps grouped by agent. > - Operators can inspect runs, open agent settings, and record saved costs without starting new agent work. ## Linked Issues or Issue Description Refs #15634, #11938, #15879. This follows the merged subscription reporting in #15634. The older proposal in #11938 addresses part of ACP model attribution. This change also rejects conflicting models across a turn, fixes credential-backed billing capture, and explains cost gaps in the existing dashboard. The Pi receipt recovery work in #15879 covers a separate adapter recovery path. This PR preserves unresolved receipts and does not recover provider usage or reprice past entries. **What happened?** ACP results use the requested model even when the runtime selects a model. Native and OpenCode API runs can report unknown billing despite a matching API credential. The dashboard shows notices without links to the affected runs. These gaps make API and subscription totals harder to interpret. **Expected behavior** Record the model selected by the runtime. Identify API billing only from a matching credential. Keep costs unresolved when reliable usage or pricing is absent. Show the affected agents and runs. Offer an accounting retry only when saved evidence is ready. **Steps to reproduce** 1. Run an ACP agent with its model left unset, or use a matching API credential with a native or OpenCode agent. 2. Inspect the recorded model and billing category for the run. 3. Open Costs Overview for a period with unpriced usage or terminal runs awaiting receipts. 4. Inspect the notice and try to find the affected run or the relevant agent settings. **Paperclip version or commit** Current master at `657e71584a0`. The patch is rebased on that commit. **Deployment mode** Self-hosted server and local development. The cost detail tests use a disposable PostgreSQL database. ## What Changed - Preserve the runtime-selected ACP model in checkpoints and final results. Conflicting models across one turn remain unpriced. - Share credential-backed API billing checks across native and OpenCode results. Keep unknown billing when the provider and credential do not match. - Add company-scoped cost detail and accounting retry endpoints. Board viewers can read details but cannot retry. Agents and foreign companies are denied. - Limit each detail category to 25 entries. Use one consistent database snapshot and sparse indexes matching the filters and sort order. Add the unknown-billing count to the existing summary query. - Replace the notice with an expandable count line. Group entries alphabetically by agent. Show the saved blob icon, link each name to configuration, and put run and retry links beside the date. - Preserve estimate and unavailable-price labels on Providers and Billers; keep retry confirmation after the resolved notice disappears. - Fetch details only while expanded. Retain the last loaded details after a refresh error. Retry saved accounting only; do not rerun the agent. - Add capture, database, authorization, UI, and Storybook coverage. Update the implementation contract and cost reporting guide. ## Verification - `pnpm -r typecheck` passed after rebase. - `pnpm build` and `pnpm build-storybook` passed after rebase. - `pnpm check:token-gates` and `git diff --check` passed. - 1,086 focused tests passed across 17 files. These cover ACP, native and OpenCode capture, PostgreSQL reports, route authorization, OpenAPI, Costs UI, and existing accounting regressions. - Desktop and mobile browser checks passed during UI review. They cover lazy expansion, alphabetical groups, loaded blob icons, configuration and run links, keyboard retry, and layout overflow. - `pnpm test:run` was attempted with command-scoped `init.defaultBranch=master` for Git fixtures. It was stopped after a native session recovery failure reproduced on unchanged base `657e71584a0` (`archives a damaged prior epoch before completing guarded same-task replacement with real runnerd`). An MCP upload case failed in the broad run but passed in isolation on both the base and PR branch. These local limitations do not affect the 1,086 passing focused tests. - Current-head CI is green, including all unit test lanes, serialized server suites, runner checks, typecheck, build, policy, and eight browser shards. Apex re-review is 5/5 on `56de60effdb`; all four original findings are addressed and every review thread is resolved. - PostgreSQL applies migration `0333` in the integration fixtures. EXPLAIN ANALYZE on the production detail statements uses the new sparse indexes behind 5,000 healthy records in each table. - Ten provider/biller card cases cover missing and estimated prices; the retry test covers row removal and notice unmount. A live Storybook browser check verifies the confirmation and updated count. - Run `pnpm storybook`. Open **Costs / Subscriptions / Cost Data Quality Details** to inspect the production page with representative fixtures. ## Risks - Model and billing metadata change for future runs. Estimates still require complete usage and a supported price. No past cost amount is rewritten. - A missing final receipt remains unresolved for budget checks. The display changes after fifteen minutes; that time limit never authorizes settlement. - Accounting retry is a write action. It retains the existing company checks, receipt fences, idempotency, and audit logging. - Detail reads are bounded and run only after expansion. They poll every 30 seconds while open. No provider probe or new summary query is added. - Migration `0333` adds two partial indexes; it changes no stored cost amounts or table columns. Index creation scans the existing tables and may briefly block writes during deployment. No lockfile or workflow change is included. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code editing, browser checks, and test execution. The exact serving model ID, reasoning setting, and context window were not exposed to 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: Codex <noreply@openai.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-11 22:48:29 -07:00
4 people	85f4205de3	perf(test): reuse a migrated embedded Postgres template across suites (#15861) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Pull requests to this repository run a large CI matrix. The slowest check sets the time a contributor waits for a green run. > - After #15853, the twelve `server (n/12)` shards are the slowest check in every fully green PR run created since its merge (518s to 548s; `Build` is 482s to 504s). Each shard is about 60s of setup and 454s to 490s of Vitest, with one worker, so its wall time is the sum of its suites. > - From two shard logs, 22 to 24 of the 71 to 74 suites in a shard start an embedded Postgres cluster. Each one runs `initdb`, starts the cluster, and applies all 331 migrations before its first test. The smallest such suite takes 6s with one or two trivial tests. On top of that, the `getEmbeddedPostgresTestSupport` probe starts and stops a second throwaway cluster at import time in 19 of those suites, which is why their per-file import overhead is 3.5s to 4.1s against 0.9s to 1.0s for suites without Postgres. > - A cluster data directory that was shut down cleanly can be copied and started again as an independent cluster, and the migrated schema is the same for every suite. > - This pull request builds one migrated cluster per host, publishes its data directory as a template under the OS temp directory, and starts every later suite from a copy of it. The probe reuses the template instead of starting a cluster. > - The benefit is about 7s to 8s per Postgres suite on the CI runners (measured 3.2s to 0.35s per start and 0.75s to 0.03s per probe locally), about 120s to 170s per server shard, and a faster local test loop for every suite that uses the fixture. ## Linked Issues or Issue Description **What existing behavior does this improve?** The `server (n/12)` PR checks are the slowest check in every fully green PR run since 2026-10-11 05:27Z. Their Vitest step runs suites one at a time, and about a third of each shard's time is embedded Postgres setup that produces the same migrated cluster every time. **Subsystem affected** Test infrastructure: the embedded Postgres test fixture in `@paperclipai/db` (`packages/db/src/test-embedded-postgres.ts`), used by 349 server suites, the db package suites, and the CLI suites. **Current behavior** `startEmbeddedPostgresTestDatabase` runs `initdb`, starts the cluster, creates the database, and applies all 331 migrations for every suite. `getEmbeddedPostgresTestSupport` starts and stops a second throwaway cluster once per test file, because the module-level cache does not survive Vitest's per-file isolation. Measured locally: 3.2s per suite start plus 0.4s cleanup, and 0.75s per probe. On the CI runners the smallest Postgres suite takes 6s and the probe adds 2.5s to 3s of import time per file. **Proposed behavior** The first caller on a host builds one migrated cluster, stops it, and renames its data directory to `$TMPDIR/paperclip-embedded-postgres-templates-<uid>/<key>`. Every later caller copies the template (about 90 MB) and starts Postgres on the copy, then still runs `ensurePostgresDatabase` and `applyPendingMigrations`, which are no-ops on a current template. The probe treats a published template as proof that the host can run the cluster. The key hashes the embedded-postgres version, the initdb flags, the user, and the name and content of every migration file plus the journal, so a changed migration builds a new template. `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` bypasses the cache. Any template failure falls back to the fresh path. A template is a Postgres data directory, and starting it executes its configuration, so the cache is private to the current OS user: the root name carries the uid, the root is created with mode 0700, and both the root and each template are used only when `lstat` shows a real directory (not a symlink) owned by the current user with no group or world write bit. A root that fails those checks (for example one pre-created by another user in a shared `/tmp`) is left alone and the process uses fresh clusters. **Reason and benefit** The slowest check decides the wall-clock time of every PR run. Measured locally, a template start takes 0.3s to 0.4s instead of 3.2s, cleanup 0.15s instead of 0.43s, and the probe 0.03s instead of 0.75s. Four server suites that passed in both modes dropped by 3.4s to 6.0s each; the db `backup-lib` suite dropped from 42.7s to 20.9s. The CI runners are about twice as slow, so the expected saving per server shard is 120s to 170s. **Breaking changes** None. The returned database is fully migrated in both paths, each suite still gets its own cluster and data directory, and a failure on the template path falls back to the existing fresh path. ## What Changed - `packages/db/src/test-embedded-postgres.ts`: adds the template cache. `computeEmbeddedPostgresTemplateKey` hashes the inputs that determine a migrated cluster. `buildEmbeddedPostgresTemplate` starts a fresh cluster through the existing bounded retry, creates the database, applies migrations, waits for the real `stop()` (30s bound), and publishes the data directory with an atomic rename; a concurrent builder that loses the rename discards its copy. `startEmbeddedPostgresFromTemplateWithRetry` copies the template into a fresh temp directory, sets mode 0700, and starts the cluster with the same per-attempt port and directory rotation as the fresh path. `startEmbeddedPostgresTestDatabase` tries the template first and falls back to the fresh path with one warning per process. `probeEmbeddedPostgresSupport` returns supported when a template exists or can be built, and keeps its throwaway-cluster path for the case where the template could not be published. Templates for other keys are pruned after seven days. The connection strings and initdb flags move into shared constants; no other behavior changes. - `packages/db/src/test-embedded-postgres.test.ts`: two unit tests for the key (stable for identical inputs; changes with migration content, a new file, flags, version, or user; hashes this package's real migrations directory) and two real-cluster tests (the published template is complete and private, a suite starts from it in `template` mode with migrations up to date, a table written to one copy is not visible in the next copy, and `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` runs the `fresh` path). The real-cluster tests skip on hosts without embedded Postgres, like every other fixture suite. - `doc/DEVELOPING.md`: a short section under Test Commands describing the template, its key, and the bypass variable. **Review fixes (second commit), one per finding:** - Private cache root (Greptile P1, Superagent P2). The root is `$TMPDIR/paperclip-embedded-postgres-templates-<uid>` (user name on Windows), created with mode 0700. `prepareTemplateRootDir` and `isUsableTemplate` both reject, via `lstat`, anything that is a symlink, not a directory, owned by another uid, or writable by group or others; a rejected root logs one warning and the process uses fresh clusters. A root created by the first commit with a wider mode is narrowed to 0700 if this user owns it. - Template failures never skip suites (Greptile P1). `getEmbeddedPostgresTemplateDir` no longer rejects. A build or root failure resolves `null` with one warning, and `probeEmbeddedPostgresSupport` then runs the throwaway-cluster probe, so only a cluster that cannot start reports `supported: false`. A migration that cannot apply fails the suite on the fresh path instead of being hidden by `describe.skip`. - Idle-based pruning (Greptile P2). Each reuse refreshes the template's timestamp with `utimes`, so the seven-day prune measures idle time. A template that disappears after a process resolved its path is not retried five times: `startEmbeddedPostgresFromTemplateWithRetry` checks the template before each copy and throws at once, the suite falls back to a fresh cluster, and the fallback forgets the path so the next caller in that process rebuilds the template. - The template-path test enables the cache for itself and restores the original `PAPERCLIP_TEST_POSTGRES_TEMPLATE` value afterwards (Greptile P1), so the suite passes under `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` as well. - Eight new tests: `isUsableTemplate` accepts a private cluster directory and rejects a missing `PG_VERSION`, a leftover `postmaster.pid`, a symlink, and (POSIX) group- or world-writable modes; a world-writable pre-created root and a symlinked root both fall back to fresh clusters, publish nothing, log one warning, and still report `supported: true` from the probe; a ten-day-old template is refreshed on reuse; a pruned template is rebuilt on the next start; and a template build that fails after the cluster started falls through to the fresh probe. The tests that need an empty cache point `os.tmpdir()` at a scratch directory (`TMPDIR`, `TEMP` and `TMP` together, so the redirect holds on Windows as well) and restore it. **Review fixes (third commit, e8f8e9c8), one per finding:** - Fallback test on Windows (Greptile P1). `useScratchTmpdir` set only `TMPDIR`, which Windows `os.tmpdir()` ignores, so the one scratch-root test that runs on every platform would assert on paths outside the scratch root there. The helper now sets and restores `TMPDIR`, `TEMP` and `TMP` together, and that test asserts `os.tmpdir() === scratch` before it checks any path under it. - Timestamp test runs on its own (Greptile P2). The test assumed an earlier test had published a template; under `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` the probe does not, so a name-filtered run threw `ENOENT` from `utimes`. It now starts and cleans up one suite first, which builds the template when nothing has, and asserts `isUsableTemplate` before ageing it. ## Verification - `pnpm --filter @paperclipai/db exec tsc --noEmit`: clean (both commits). - `pnpm --filter @paperclipai/db exec vitest run src/test-embedded-postgres.test.ts`: 15 pass (12 new across both commits) with the template root absent (first run builds it), with it present, and with `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0`. - After the review fixes: `client.test.ts` and `backup-lib.test.ts` (29 tests) pass on the template path, and `agent-action-audit-routes.test.ts` and `status-cards.test.ts` (36 tests) pass through the server route harness. The second commit's CI run ([38121021162](https://github.com/paperclipai/paperclip/actions/runs/38121021162)) passed every check: `server (n/12)` jobs 277s to 425s, Vitest `Duration` 219s to 365s, no fallback warning in any shard. - Third commit: reproduced the Greptile P2 on the old file first (`PAPERCLIP_TEST_POSTGRES_TEMPLATE=0 vitest run src/test-embedded-postgres.test.ts -t "refreshes the template"` on an empty cache root fails with `ENOENT … utime`), then with the fix the same command passes, and the full file passes 15/15 on a cold cache, a warm cache, and with the bypass set. `tsc --noEmit` clean. **Measured on this PR's first CI run ([38117892083](https://github.com/paperclipai/paperclip/actions/runs/38117892083)), which ran the branch's fixture in every server shard:** | | Before (runs 38114982393, 38115279131, 38115459196) | This PR's run | | --- | --- | --- | | Vitest `Duration` per `server (n/12)` shard | 454s to 490s | 224s to 337s | | `server (n/12)` job | 518s to 548s | 286s to 401s | | Slowest check in the run | a server shard | `Build`, 453s | No shard logged a fixture fallback warning, so every Postgres suite in the run started from the template. - `pnpm --filter @paperclipai/db exec vitest run src/status-card-migrations.test.ts src/nested-skill-folders-migration.test.ts src/chat-github-migration.test.ts src/question-response-delivery-migration.test.ts src/client.test.ts`: 5 files, 24 tests pass on the template path. These suites drop indexes, re-run migration files, and create extra databases on the cluster, so they cover the semantics the template must preserve. - Four server suites run with `PAPERCLIP_TEST_POSTGRES_TEMPLATE=0` and then with the template, all passing in both modes: | Suite | Fresh path | Template path | | --- | --- | --- | | `server/src/__tests__/agent-action-audit-routes.test.ts` (11 tests) | 17.9s | 14.6s | | `server/src/__tests__/status-cards.test.ts` (25 tests) | 22.2s | 18.6s | | `server/src/__tests__/plugin-managed-routines.test.ts` (3 tests) | 18.2s | 14.3s | | `server/src/__tests__/issue-thread-interactions-service.test.ts` (106 tests) | 19.0s | 12.9s | | `packages/db/src/backup-lib.test.ts` (9 tests) | 42.7s | 20.9s | - Per-operation timings on the same host: fresh `initdb` + start + create database + 331 migrations 3.2s, cleanup 0.43s; template copy 0.20s to 0.23s, start from copy 0.03s to 0.04s, `ensurePostgresDatabase` 0.013s, `applyPendingMigrations` fast path 0.03s to 0.04s, stop 0.03s. Probe with the template on disk 0.03s (was 0.75s). Template size 87 MB, 3215 files. - This PR's own server shards run the branch's fixture, so their Vitest `Duration` lines show the saving directly. Expected on this PR's run: `server (n/12)` about 330s to 430s (was 440s to 548s on runs 38114982393, 38115279131 and 38115459196), and the slowest check moves to `Build` (482s to 504s). **Measured on the three fully green `master` PR runs created after #15853 merged** (slowest server shard logs): | Run | Server shards | Vitest `Duration` (slowest shard) | Postgres suites in it | Their reported duration | Their import overhead | | --- | --- | --- | --- | --- | --- | | 38115459196 | 476s to 548s | 483.8s (tests 72%, import 24%) | 22 of 71 | 197s | 83s | | 38114982393 | 409s to 518s | 452.8s (tests 65%, import 30%) | 24 of 74 | 264s | 98s | ## Risks - Low risk to correctness. The template is a cleanly stopped cluster produced by the same `initdb` flags and the same migration runner as the fresh path, and each suite still runs `ensurePostgresDatabase` and `applyPendingMigrations` on its copy. Each suite gets its own copy, its own port, and its own data directory, so isolation between suites is unchanged. - A stale template is prevented by the key. If a migration file, the journal, the embedded-postgres version, the initdb flags, or the user changes, the key changes and a new template is built. Even if a stale template were used, `applyPendingMigrations` on the copy would bring it up to date. - Concurrent first use (for example the file-parallel db project) can build the same template twice. The rename is atomic, so one copy wins and the other is discarded; a template that exists is always complete. The loser pays one extra fresh start, which is what every suite paid before. - The template root lives under the OS temp directory and holds about 90 MB per key. Keys that have not been used for seven days are pruned when a new template is built; each reuse refreshes the timestamp. - A template is executable configuration, so the cache is only used when the root and the template are private directories of the current user (ownership, no symlink, no group or world write bit). On a host where another user pre-created the path, the process logs one warning and uses fresh clusters. Windows has no uid, so there the check is directory-only; its temp directory is already per user. - Any failure on the template path (root checks, build, copy, start, publish) falls back to the fresh path and logs one warning per process, so a broken cache can make a suite slower but never fail it or skip it. The guard tests assert the mode, so a silent fallback on CI would fail `test-embedded-postgres.test.ts` rather than hide. - Hosts that cannot run embedded Postgres still get `supported: false` with the real Postgres output, now from the throwaway probe: a failed template build is one warning, then the probe decides. On such a host the probe costs one extra failed start attempt cycle per file compared with the first commit; every suite on that host skips anyway. ## Model Used - Claude (Anthropic), model ID `claude-fable-5-1`, running as a Paperclip agent through the Claude local adapter with tool use (shell, file edits, GitHub CLI). The agent collected the CI data, made the change, ran the tests, and wrote this description. ## 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 (53 checks green on both run 38117892083 and run 38121021162; the third commit re-runs them) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (1/5 on the first commit, 4/5 on the second; every finding so far is fixed and answered, and Superagent confirmed its fix; re-review of the third commit pending) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Bender (Fable) <bender-fable@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>	2026-10-11 11:19:13 -07:00
Devin FoleyandPaperclip	b36960b758	fix(server): permit verified question-delivery history to sleep (#15851) ... Treat completed question-response deliveries as history only after their exact same-company handoff finishes. Preserve missing evidence, retries, accounting debt, and idle-sleep fences. Add a concurrent all-state question history index with interrupted-build repair. Keep migrations serialized without waiting snapshots that deadlock concurrent index builds. Validated by 118 focused sleep tests, six migration/snapshot tests, full repository typecheck, all CI gates, and Apex 5/5. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-10 21:47:55 -07:00
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	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	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
Devin FoleyandPaperclip	98e3cec78e	feat(costs): report monthly subscriptions beside API spend (#15634) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its Costs page reports API charges and subscription token usage. > - Subscription runs do not show the recurring fee paid for the account. > - Several agents can share one paid seat, so a fee per agent would overstate cost. > - This pull request identifies connected subscription accounts and reports each monthly fee once. > - Users can compare API spend and subscription costs, see uncertainty, and enter their actual price. ## Linked Issues or Issue Description Refs #498 and #3406 for related subscription reporting needs. This change does not add subscription budget enforcement or automatic optimization. Related prior approaches: #10544 and #11104 proposed API-equivalent token costs for subscription work. This PR reports recurring account fees separately from usage charges and budgets. A search found no open PR for monthly account fee reporting. **Subsystem affected** Costs, managed AI connections, shared contracts, database schema, and board UI. **Problem or motivation** An organization can pay for subscriptions even when included runs record no additional dollar charge. The Costs page cannot show that monthly commitment or distinguish a shared paid seat from several separate seats. **Proposed solution** Discover account identity from the managed connection selected for a run. Use exact known plans for labeled monthly list-price estimates. Keep ambiguous plans and unconfirmed identities unpriced until the user supplies a price. Sum current monthly fees separately from date-filtered API charges and token usage. **Alternatives considered** A fee per agent double-counts shared accounts. Token-based API price estimates do not measure the recurring subscription fee. Provider invoices would be more exact but are not available through these account credentials. **Roadmap alignment** Extends the shipped Better Budgeting and Personal & Shared AI Accounts capabilities. The feature and UI were reviewed with the maintainer before this PR. ## What Changed - Add company-scoped subscription accounts, connection bindings, and immutable price revisions in replay-safe migration 0322. - Identify OpenAI workspace/seat and Claude organization/account pairs only after provider authentication. Keep provisional records grant-scoped; unchecked ID-token claims cannot combine accounts or grant billing editors. Keep credentials and raw provider identities out of reports. - Attach the selected subscription to new run receipts. Resolve duplicate aliases without rewriting old monetary receipts. - Add cached background discovery with four provider checks and twenty discovery requests at a time. Accepted requests wait for capacity; excess requests receive HTTP 429 and a UI retry action. Preserve saved prices and observations when a provider check fails. Dashboard polls load current prices only; audit revisions stay in the database. - Support owner-controlled monthly or annual prices, fractional-cent precision, separate currency totals, tracking status, and duplicate linking. Preserve both personal owners and shared-account managers when discovery finds the same paid seat. - Show API spend beside monthly subscription commitment, with separate token totals and clear estimate labels. Account details and fee totals follow billing-owner/shared-audience visibility; company-wide token totals remain available to cost readers. - Use consistent amount and estimate badge formatting for agent, user, project, and model rows. - Add real PostgreSQL tests, route authorization tests, UI tests, interactive Storybook fixtures, and operator documentation. ## Verification - Current head `d7b5c78dadf5033a3c447d83434676ac94687e77` passed all 53 checks, with two checks skipped. This includes the full test matrix, browser tests, build, typecheck, migration policy, canary packaging, and security checks. - Greptile Apex reviewed that exact head at 5/5 with no unresolved findings. - Local `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, migration safety checks, and `git diff --check` passed. - All 238 focused tests passed across accounting, subscription persistence, authorization, UI, migration replay, and snapshot drift. - The expanded local chat suite passed 1,149 tests. Two cases failed because this workspace found an unrelated ancestor skill directory; both passed unchanged in an isolated checkout. The full local Vitest command was not repeated after the rebase because of this environment issue. CI covered the complete test matrix on the final head. - Migration `0322_reflective_kree.sql` follows master's `0321_acoustic_human_fly.sql`. Its snapshot and journal were regenerated. Master's migration and snapshot are unchanged. The subscription SQL retains its original content and hash. - Disposable PostgreSQL upgrade fixtures applied master's added lifecycle and Slack migrations without changing saved subscription prices or cost receipts. The renamed subscription migration was recognized by hash, retained one history row, and a second migration run was a no-op. - Regression tests cover provider capacity, fractional-cent edits, billing visibility after grant revocation, and fixed-price/credit/unknown usage. The new UI billing-label tests fail against the old wording and pass with the fix. - Browser checks passed for desktop and mobile layouts, shared-account totals, annual price edits, unknown prices, and stale provider data. - A live OpenAI account probe returned HTTP 200 and a verified Pro account identity. The generic Pro plan correctly remains unpriced. - Live Claude discovery identified Max 20x and a $200/month estimate. Two real Claude agent runs were attributed to that same account, with two usage receipts, two agents, one monthly fee, and zero additional usage charges. Two OpenAI connections also deduplicated to one account. - Live Codex execution is not verified: both Paperclip's managed hello test and a direct host `codex exec` fail with a workspace-routing authentication error. The current credential passes the usage API probe. This is separate from the successful account-discovery check. - A local performance fixture with 50,000 usage events and 5,001 saved price revisions produced a 1,589-byte report in 11.5 ms median / 12.2 ms maximum over ten warmed runs. PostgreSQL used the subscription/revision index to read one current price row. These are local measurements, not a production latency guarantee. - [Desktop, account details, and mobile screenshots](https://pages.paperclip.ing/pr-15634-subscription-costs-d5d285e2/) show the production Costs page with synthetic Storybook fixtures. - To inspect the UI, run `pnpm storybook` and open **Costs / Subscriptions**. Edits there change fixture data only. ## Risks - Provider plan identifiers can change. Unknown plans remain unpriced. Automatic prices are estimates before tax; discounts and negotiated prices require a user-supplied amount. - Subscription fees describe the current monthly commitment. They do not follow the selected usage date range and do not consume agent budgets or create finance events. - Monthly fees cover only accounts visible to the viewer; company-wide token totals retain their existing scope. - Legacy or unmanaged usage can remain unattributed. Unconfirmed identities require manual prices and may need explicit duplicate linking after credential changes. - Disconnecting a connection does not prove provider billing stopped. Users must end or exclude tracking explicitly. - Migration 0322 adds tables, a nullable cost-event column, and an index. It is replay-safe, but normal migration locks still apply. ## Model Used OpenAI Codex, based on GPT-6. This session did not expose a more specific backend model ID or context-window size. Capabilities used: code editing, shell execution, database tests, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 13:38:01 -07:00
DottaandPaperclip	3fc64c5156	feat(slack): add Require at-mention setting (#15612) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack messages can create tasks and continue existing tasks. > - A reply in a subscribed thread can start agent work without a new mention. > - Some users want to control each reply with an explicit bot mention. > - This pull request adds a Require at-mention setting to Slack app settings. > - The setting checks new messages and queued messages before they start work. ## Linked Issues or Issue Description **What existing behavior does this improve?** Slack app settings and the rules that admit inbound messages. **Subsystem affected** Server, UI, database, and shared API contracts. **Current behavior** After the bot joins a thread, an ordinary reply can wake the agent. Direct messages do not need a bot mention. **Proposed behavior** Add Require at-mention below Allow direct messages. When enabled, each channel message, thread reply, and direct message must mention the bot. Direct messages must also be allowed. **Reason and benefit** Users can prevent ordinary conversation from starting agent work. **Breaking changes** New Slack connections require a bot mention by default. Existing connections keep their saved setting. Work that has already started is not cancelled. **Additional context** A search for existing at-mention PR titles found no duplicate. ## What Changed - Add the endpoint field, schema validation, API response, and UI toggle. New Slack connections enable the setting. - Add an idempotent database migration and generated metadata. Renumber it to 0321 after current master. - Check the current setting at inbound admission, task mutation, and the first heartbeat queue claim. - Keep Slack tool access and recovery for already-running work when the setting changes. - Cancel queued batches that contain an unmentioned input, including coalesced messages. - Dispatch promoted follow-ups after the scheduler releases its agent start lock. Preserve these checks in the new queue and run-control modules. - Filter unmentioned messages without retaining their content. - Keep provider-message deduplication and existing access checks. - Add thread, DM, duplicate-delivery, queued-message, and new-connection default regression tests. - Document the setting and its scope. ## Verification - Previous head `16791bb7`: typecheck, build, all server shards, Runner checks, and E2E passed. Two chat shards failed in three fixtures that used unmentioned Slack messages. - Update setup follow-ups to mention the Slack bot. Disable the mention rule explicitly in the callback ordering test, which tests ordinary subscribed replies. - Previous local checks passed: six Slack integration cases, all 46 durable chat scheduler tests, all 24 queue/run-control tests, migration safety, and UI token gates. - Greptile reviewed `16791bb7` with 5/5. All review threads are resolved. - Head `53163c20f`: all five focused integration cases passed. These cover all three prior CI failures and both default-on channel/DM cases. Fresh CI and Greptile are running. - Full local recursive typecheck, build, and repository tests were not repeated for this fixture-only change. CI supplies these checks. - Manual check: create a Slack connection. Require at-mention must be on. An ordinary thread reply or DM must not wake the agent. A bot mention must wake it once. Disable the setting and confirm ordinary replies work again. ## Risks - The migration adds a non-null boolean with a false default. Apply it before the new server runs. - The setting also applies to DMs. The UI help text states this. - Enabling it blocks queued unmentioned work but does not cancel a run that has already started. - Full local verification is limited by the environment constraints above; latest-head CI must pass before merge. ## Model Used OpenAI GPT-6 (Codex agent), with reasoning, tool use, and code execution. 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>	2026-10-09 14:03:02 -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
Dotta	2eb5187e43	Runner/Pi 2/5: document setup and fix CI fixtures (#14922) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - The experimental Runner owns provider processes and durable sessions. > - Pi needs working task execution and human controls. > - The five-PR stack must preserve changes already on master. > - The runtime implementation has merged in #14921; this layer carries setup documentation and a narrowly scoped CI fixture repair. > - This PR belongs to native GitHub stack #15602, ending at #14956. ## Linked Issues or Issue Description Refs #14436, #14631, #14743 and #14956. Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are #14921, #14922, #14923, #14924 and #14956. The user authorized the complete merge after checks pass. Existing `pi_local` execution is unchanged. Accounting and wider provider/platform qualification remain deferred. ## What Changed - Create the warm Pi fake sidecar and its directory with explicit private modes, independent of the runner umask. Preserve the qualified-asset permission guard and every warm-admission timing assertion. - Document explicit public Pi host setup and verified Linux companion import for Daytona. - Preserve historical installation and qualification checkpoints with their original source identities. - Use the repository's existing `EMBEDDED_POSTGRES_TEST_TIMEOUT_MS` for the backup error fixture, which starts a real PostgreSQL cluster. Preserve all error, archive, and retention assertions. ## Verification - Full local `pnpm -r typecheck` passes, including Runner Rust, server and UI. Focused integration checks pass: 194 Runner admission/environment tests, 63 profile/credential tests with one expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice tests. - Full local `pnpm build` passes on the final source. - Fresh final-source checks pass: all 698 Rust workspace tests (32 binaries), 156 credential/profile/controller tests with one expected skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests. - The profile-21 Pi materializer passes on the native host with the official pinned Node 24.21.0 and its npm. It verifies all 150 locked packages, the patched dependency and the exact closure. Setup/package bundle tests and UI token gates pass. - The old hashes were reproduced for all three supported targets before calculating the patched graph. New closure hashes are darwin-arm64 `282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`, darwin-x64 `64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and linux-x64 `713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`. Independent native platform execution is separate from graph identity reproduction. - Historical cloud qualification remains unchanged: all seven core cases pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`, harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image `sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`, and accepted Sonnet 4.6/low fixture. All 215 canonical files and all seven cleanup checks pass independent verification. These are profile-19 results and are not relabeled as fresh profile-22 runs. - Current Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [The readiness plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md) preserves campaign and failed-attempt provenance. - Merge only after every PR's current-head CI and fresh review pass. Linux CI covers the full suites, build and browser tests. The local embedded Postgres API-authority suite cannot start on this macOS/Node 26 host, so Linux CI must confirm that suite. ### Fresh profile-22 core qualification — 2026-10-08 All seven accepted core cases pass canonically on Pi profile 22, with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. This model is a fixture; production accepts the caller's explicit Pi provider/model. Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`. Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`. Immutable cloud image: `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`. Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [Hosted Linux image and clean-install verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023) passes, including all 20 source-bound archives, normal CLI/Pi setup, companion import and the production pack reader. This exact installation source includes the latest master integration and the corrected Pi warm instruction-root fence. Full local typecheck/build and current-head hosted CI verify the final stack. All 13 focused real-root regressions pass. The full local executor suite passed 662 tests; 15 database tests could not start the Mac embedded PostgreSQL service. Hosted Linux CI passes the full required verification and E2E checks. These fresh results keep their own source identity; profile-19 results remain historical. | Core path | Canonical campaign | Retained archive SHA-256 | | --- | --- | --- | | File edit, validation, download and Done | `pi-core22-replyfix-0-1791511228` | 23 files; `a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` | | Pending question and controller restart | `pi-core22-replyfix-1-1791511376` | 33 files; `6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` | | Three-turn session/process/workspace continuity | `pi-core22-replyfix-2-1791511587` | 23 files; `7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` | | Four typed questions and browser reconnects | `pi-core22-replyfix-3-1791511881` | 42 files; `9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` | | Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22 files; `a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` | | Same-turn steering and permission denial | `pi-core22-replyfix-5-1791512261` | 39 files; `c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` | | Stop during pending permission | `pi-core22-replyfix-6-1791512390` | 33 files; `7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` | All 215 canonical files (28714587 bytes) are independently hash-verified. All seven cleanup grades pass, with no owned runtime process or temporary root after each case. Automatic retries are zero. The owned cloud host stopped normally after retention. The prior profile-22 warm attempt remains failed and separately retained: archive SHA-256 `1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its original canonical classification is preserved. Diagnosis reproduced a product bug comparing an agent-files root against an unset checkpoint-only field. The fix stores the admitted physical root separately from the adopted per-run collection capability. The real-root regression fails before the fix and passes afterward, including rejection of a changed physical root. Fixture, grader, model and all seven accepted case IDs are unchanged; this fresh campaign tests final-reply publication after file registration first. The intermediate restart attempt also remains failed and retained: archive SHA-256 `5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its original canonical classification is preserved. Pi resumed, wrote the verified answer and completed its task; exact runner suspension was proven, but idle stop consumed about 5.2s and left under 3s for the drain acknowledgement. The Pi-only default shutdown grace is now 15s, preserving a full 5s drain round trip and a finite suspension reserve. Explicit caller deadlines, other provider defaults, literal drain receipts and exact suspension identity checks remain unchanged. The timing regression fails before this correction and passes afterward; all 18 focused settlement tests and Runner typecheck pass. The final-source file attempt is also preserved as failed (`candidate_failure`), archive SHA-256 `db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`. Native edit, validation, exact downloadable artifact and Done/succeeded all passed, and the exact final reply was durably recorded. A workspace recovery owner completed before the live heartbeat reached presentation, leaving that reply absent from task chat. Recovery now materializes only a completed final reply from the accepted turn of an ordinary internal Done task, preserving issue/run/contract binding, suppression, external-chat authorization and same-run deduplication. The database regression covers the generated file-preparation receipt, suppression, unapproved external continuation and replay. Server typecheck and all 49 response-selection tests pass; hosted Linux verifies the database regression because embedded PostgreSQL cannot start on this Mac. The delayed-final-answer database regression passes on [the final root-source Linux server shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152), alongside 1,108 passing tests. The first root Runner shard had one unchanged durable-resume test exceed its 5-second timeout; the identical top-source shard and the isolated exact test passed. One rerun of that failed job and its required aggregate passed without source or test changes. The original failed job log and the single-rerun receipt remain retained. ### October 9 merge verification Current merge head: `18744bf27490d6f064f9d5bac2c2af202c590a99`. All current-head checks pass, including `ci / verify` and `ci / e2e`; exact-head Greptile review is 5/5 with no unresolved threads. Current master conflicts are resolved. The user authorized the maintainer override of the code-owner review gate after these checks. The seven retained live core cases remain bound to source `3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image. ## Risks - The security correction changes the dependency closure and profile identity. Old sessions must reopen on the new profile. Exact identities and credential bindings fail closed. - The runner remains experimental and requires explicit selection. Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E model is a fixture. - Accounting and the broad platform/provider matrix remain deferred. This merge does not publish a release or deploy a service. ## Model Used OpenAI GPT-6 through Codex assisted with reasoning, repository inspection, editing and tool use. The exact serving ID and context window are not exposed in this session. Final live qualification uses Pi 1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. ## 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 - [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	2026-10-09 10:19:13 -05:00
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
DottaandPaperclip	d66acb7ac1	feat: automate Slack bot app setup and installation (#15413) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors give each agent a customer-owned bot and task-backed conversations. > - Manual Slack setup requires app creation and copying durable credentials. > - Operators need a shorter setup that an assisting agent can use safely. > - This pull request creates the app through Slack's Manifest API and installs it through OAuth. > - Durable registration state supports recovery without creating another app. > - A four-screen wizard, automatic avatar upload, and OAuth account linking reduce setup work. > - Connector settings and per-turn tool guidance support daily use after installation. ## Linked Issues or Issue Description **Subsystem affected** Native Slack bot setup, company secret storage, chat connector management, and agent tool guidance. **Problem or motivation** New Slack bots require manual app creation and copying a signing secret and bot token. Interrupted setup can create duplicate apps. The setup and management screens contain unnecessary controls. Agents also need guidance for native questions, files, thread replies, and governed Slack actions. **Proposed solution** Use a temporary app-configuration access token to create a customer-owned app. Save durable secrets in the vault. Bind OAuth to the initiating actor, company, endpoint, registration revision, scopes, and configured origins. Preserve manual and existing-app recovery. Link the installing user's account, send a welcome DM, and advance from saved server evidence. Keep request-URL recovery instructions available if automatic connection detection waits. **Alternatives considered** The Slack CLI adds installation requirements. Socket Mode changes transport. A shared Paperclip-owned app changes app ownership. These alternatives are outside this change. **Roadmap alignment** This extends existing chat connectors and secrets capabilities. Related public work: #14037 and #13954 cover Slack MCP prerequisites and user OAuth. No duplicate bot-registration PR was found. ## What Changed - Share one reviewed manifest builder between automatic registration and manual setup. - Add replay-safe migration 0318 and company-bound registration state with vault references and uncertain-creation recovery. - Add registration, installation, callback, and resume APIs with short-lived, single-use OAuth state. - Save installation credentials before downstream checks and preserve bot identity constraints. - Reduce automatic setup to four screens. Keep advanced app details, manual recovery, and existing-app setup. - Upload the agent avatar with the Paperclip dark background. Link the OAuth installer's account and send setup DMs. - Show agent and connector-owner avatars. Simplify settings, access, and conversation screens. - Discover joined Slack channels and enable them by default. Start a task from a bare mention and admit same-thread follow-ups. - Refresh Slack tool guidance each turn. Add native-form, file, approval, and delivery regressions plus manual model probe definitions and sanitized acceptance records. - Update deployment/database docs, OpenAPI, redaction, removal cleanup, production Storybook stories, and provider browser tests. - Merge current master and move the registration migration after its latest migration without rewriting published commits. The completed Slack success view intentionally has a single centered **Done** action and no **Save & exit**, as explicitly requested by the product owner. `DESIGN.md` records this exception; unfinished setup steps retain the aligned wizard footer. ## Verification - Passed after the master merge: repository typecheck, full build, Storybook build, design-token gates, module-boundary gates, and migration generation. - Passed: all 352 focused Slack deterministic tests and all 14 affected provider browser tests. Browser tests use controlled provider fixtures and a separate throwaway instance. - Passed on current head `c5d01e0e2`: the complete GitHub test matrix (general server, chat, all workspaces, serialized server, and Runner), all eight browser shards, typecheck/release registry, build, canary dry run, security checks, and policy gates. There are 52 passing checks and no pending or failing checks. - Greptile completed on the exact current head with 5/5 and no actionable findings or open review threads. - Local repair verification passed 93 focused tests, including same-app reinstall after revocation and rejection of consent started before revocation, the AgentMail browser journey, and repository typecheck. Local build and Storybook build also passed. The redundant local full-suite rerun was stopped after the complete current-head CI matrix passed. - Real Slack setup and agent replies were exercised in the authorized isolated test drive during the setup iteration. - The ten additional model probes were attempted with legacy `codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were partly verified. Native runtime is not qualified. See `server/src/services/connectors/slack/evals/2026-10-08-acceptance.md` for evidence and limits. - Passing model probes cover native forms, downloaded file bytes, bare mentions with thread replies, explicit posts/reactions, and saved approval denial. - The controlled uncertain-write probe found wrong delivery-check IDs. The canvas fallback attempt used an invented tool name. Search pagination/native search, a private-source denied-tool receipt, and distinct board/webhook origins remain unqualified. Reviewer path: enable Chat connectors, start Slack chat setup, select an agent, enter an app-configuration access token, and approve Slack installation. Send a message to the bot and confirm that setup advances to success. Inspect settings and allowed channels. See `doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery. ## Risks - Slack app creation has no provider idempotency guarantee. A timeout after dispatch stays uncertain until the operator checks Slack. - OAuth needs a stable public HTTPS board origin. Webhook ingress may use a separate configured HTTPS origin. Workspace policy can delay installation. - Migration 0318 can replay safely on instances that applied the earlier development migration. - OAuth installation now links the installer to the initiating Paperclip user. Identity checks and company access rules still apply. - Joined channels now enable bot responses by default. Linked-user authorization and per-action approval rules still apply. - Model behavior has the documented delivery-check and canvas fallback failures. A passing CI run does not establish that every model probe passed. - Removing the connection does not delete the customer's Slack app. No new first-party telemetry is added. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose a more specific authoring model ID or context-window size. The live bot probes used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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>	2026-10-08 06:33:31 -05:00
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	3a726e676f	feat: enforce private task permissions across execution and data (#10633) ... Enforce private task and project access across direct reads, search, execution, files, plugins, live delivery, and sharing mutations. Preserve downward-only sharing, current responsible-user authorization, and audited emergency access. Bind historical draft assets with migration 0314. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:06:40 -05:00
DottaandPaperclip	b67db12d90	feat: add durable storage for private tasks (#14717) ... Add private task and project ownership, downward access grants, and immutable run/workspace provenance. Apply migration 0313 with bounded batch commits and concurrent indexes. Keep the enforcement and sharing changes in their dependent PRs. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 06:53:20 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
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
3 people	ea8e686197	fix(tools): distinguish requested from granted OAuth scopes (#14059) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps use OAuth connection grants to let agents reach external services. > - Paperclip stored a requested scope as a granted scope when a provider omitted `scope` from its token response. > - A live MCP connection showed why that matters: the provider reported scopes beyond the requested scope. Scope names alone do not establish write capability. > - This PR records whether a scope came from the provider or from Paperclip's request, and flags asserted extra scopes. > - The result is an honest scope record across authorization and refresh, including for self-hosted and Cloud instances. **Review order:** shared scope resolver and OAuth write paths in `server/src/services/tool-access.ts` → optional schema/types/validator fields → focused tests in `server/src/__tests__/tool-access-service.test.ts`. This PR changes the shared OAuth record. The Enterpret catalog definition is separate in **#13906**. ## Linked Issues or Issue Description No public issue covers this bug. Related: **#13906** adds the official read-only Enterpret connector with OAuth and organization tokens. **What happened?** The OAuth callback stored `normalizeOauthScopes(token.scope ?? requestedScopes)`. When the provider omitted `scope`, Paperclip recorded the request as though it were a verified grant. In the live case: ```text Paperclip requested mcp:read Provider token reply no scope field Paperclip recorded ["mcp:read"] Token introspection openid email profile mcp:read mcp:write ``` The access token is opaque. A negative introspection control returned `active: false` with no scope, confirming the wider scope belonged to the live token. The grants API could therefore present requested scopes as though the provider had asserted them. This observation did not establish access to write tools. **Expected behavior** Store the provider's asserted scope when present. When absent, identify the value as an inference from the request. Preserve that provenance through refresh and report extra scopes only when the provider actually asserts them. **Steps to reproduce** 1. Use an OAuth provider that omits `scope` from its token response. 2. Complete consent after requesting `mcp:read`. 3. Read the connection or grant: before this fix, the stored `scopes` looked like an asserted read-only grant. 4. The focused fixture tests reproduce the callback and refresh record without needing a live provider. **Deployment mode** The shared OAuth path affects self-hosted and Cloud. The live provider evidence came from an isolated self-hosted runtime. ## What Changed - Added `resolveGrantedOauthScopes`. It records `scopeSource: provider` when the token response asserts scope, or `requested_fallback` when it does not. `unrequestedScopes` contains only provider-asserted scopes outside the request. - Applied the resolver at initial authorization and refresh. A refresh without `scope` retains a previous provider assertion and warning; a fresh assertion can replace them. - Stored the actual authorization request per grant as `providerTenant.oauth.requestedScopes`. This keeps a multi-user connection's refresh baseline tied to the right grant. Generic MCP OAuth also records discovered scopes when it sends them; curated apps retain their reviewed request. - Carried provenance onto the connection and default organization grant. The organization grant does not receive token expiry, so its existing refresh/reconnect behavior remains intact. - Added optional fields to database JSONB schema types, shared types, and validation. Existing grants need no migration or backfill. This PR **does not change authorization decisions**, reject tokens, introspect providers, or show a new UI warning. If a provider hides an over-grant by omitting `scope`, Paperclip still cannot discover it. `unrequestedScopes: []` with `requested_fallback` means **unknown**, not least privilege. ## Verification **Current head:** `7fde922a8`. Reconciled with master `88ff98b83`; the final diff is six OAuth implementation, contract, and test files. Preserved master's generic `offline_access` consent and legacy callback baseline, and verified requested versus provider-asserted scopes on each grant. Removed four duplicated GitHub token-method fixture properties after fresh review. All 504 focused tests in seven suites pass on the final head. Local workspace build, recursive typecheck, build-gap typecheck, module boundaries, node-version, token gates, and runtime push-policy checks pass. The full local Vitest run completed with 15,610 passing tests, 91 skipped, and six failures in heartbeat/workspace suites; all six failures reproduced on unchanged master `88ff98b83` in an isolated baseline worktree. These suites and their runtime code are unchanged by this PR. Greptile is 5/5 on this exact head with no actionable findings. All current-head GitHub checks are green: 53 successful check runs, two intentional Storybook skips, and the successful Snyk status. The initially failed adapter-access and signoff-heartbeat shards both passed their single rerun. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37521588330). The regression coverage includes omitted and explicit scopes, asserted extra scopes, refresh preservation, per-user request baselines, generic MCP discovery, and organization grants. No live provider token is needed to reproduce these recordkeeping cases. ## Risks - Existing records keep their scope list but have no source marker. Historical provenance cannot be recovered from them. - A refresh that omits `scope` preserves the last known assertion. A provider that silently narrows a grant will not update the record until it asserts a new scope. - A provider that omits `scope` leaves the actual scope unasserted. This PR cannot discover scopes omitted from the response or establish endpoint capabilities. Enterpret’s provider fixes are separate follow-ups. - Scope provenance is additive metadata. No policy path uses these new fields to allow or deny an action. ## Model Used Implementation and tests: Claude Opus 5 (`claude-opus-5`) through Claude Code with extended thinking, tools, and code execution. PR text cleanup: Codex GPT-6 (exact host model ID and context window were not exposed; 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] Focused tests pass locally; full-suite baseline failures 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 current-head CI gates are green - [x] Greptile is 5/5 on the current head with no actionable follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge This shared scope-recording fix can be reviewed and merged independently of the Enterpret connector. --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:25:20 -07:00
Nicky LeachandPaperclip	1cebdd4c4f	Add plugin lifecycle delivery and an initial resource baseline (#15343) ... ## Thinking Path > - Paperclip manages agents and projects for work. > - Their lifecycle changes already commit to a durable journal. > - Plugins need to read these records and track completed work. > - Existing resources need a one-time baseline before delivery is enabled. > - Worker crashes must leave unfinished records available for retry. > - Each plugin needs its own progress and company access checks. > - This PR adds a pull inbox through the existing plugin SDK and job system. ## Linked Issues or Issue Description **Problem or motivation** Plugins cannot consume the durable resource lifecycle journal. In-process notifications can disappear during a restart and cannot record successful completion. Resource plugins need retries, company boundaries, and ordered transitions. **Proposed solution** Add `ctx.events.listLifecycle(companyId, limit?, afterId?)` and `ctx.events.acknowledgeLifecycle(companyId, eventId)` under `events.subscribe`. Seed a one-time baseline from current resource state. Deliver creation first, then the remaining transitions in ID order. Store acknowledgments for each plugin. Use existing plugin jobs to poll configured companies. **Alternatives considered** A global sequence cursor can skip lower IDs that commit later. Fire-and-forget subscriptions cannot record completion. A new dispatcher is unnecessary because plugin jobs support polling. Consumers serialize polling and use provider idempotency keys. **Roadmap alignment** This extends the existing plugin system and builds on #15280 and #15306. Searches found no duplicate resource inbox work. Related #13306 exposes decision events on the in-process bus. This PR includes the initial journal baseline. Provider provisioning remains separate work. ## What Changed - Add company-scoped lifecycle reads and acknowledgments to the SDK and worker RPC host. - Gate both methods by capability, invocation or proactive company scope, plugin readiness, and company enablement. - Seed hired agents and all projects once. Preserve paused/terminated agent state and archived project state. Keep pending hires behind approval. - Preserve existing history and deliver backfilled creation before partial transition histories. - Deliver project archive events from #15371 through the SDK. Seed archive intents for archived projects and update intents for active projects with a partial archive history. - Store acknowledgments per plugin and reject acknowledgments that skip earlier resource events. - Page past failed resources while retaining their pending records. Reset the page cursor each sweep to include late commits. - Add acknowledgment storage, an index for resource ordering, tests, and authoring guidance. - Preserve native identity definitions and sequence progress in JavaScript backups. Repair journal ID generators lost by older backups before seeding the baseline, without changing existing IDs. ## Verification - `pnpm -r typecheck` passed after the final origin/master rebase. - `pnpm build` passed before the final metadata rebase. The final CI build also passed. - All 46 focused lifecycle, SDK harness/RPC, migration snapshot, and legacy restore checks passed again with migration 0309. - Checks cover retries, per-plugin progress, resource order, capability/company boundaries, baseline idempotency, approval gates, archive delivery, restored projects with partial histories, and atomic migration rollback. - Full CI passed on final commit `0e674b87fc`. One unrelated Cursor fixture hit a 10-second timeout; it passed locally in under one second, and the failed server shard passed on retry. - Greptile scored the final commit 5/5 with no unresolved review threads. - The branch is rebased onto origin/master and is conflict-free. - Earlier full local runs were stopped as scope changed. CI ran the complete repository suite. - `git diff --check` and a local secret/PII scan passed. ## Risks - Apply migration `0309_loving_the_hood.sql` before starting the new server. It creates acknowledgment storage and an index, then seeds the baseline in the same transaction. Agent/project writes wait for the migration to commit. Keep these writes quiesced through the migration and activation of the new capture-capable server; do not resume an older runtime that lacks capture after the baseline. - The baseline records current desired state, not historical transitions. It includes archived projects and terminated-agent cleanup intents. It runs once with the delivery migration; no later or runtime journal backfill is planned. - Delivery is at least once. Concurrent reads can repeat an event. Consumers must serialize polling, use stable company/event idempotency keys, and acknowledge successful operations only. - Reset `afterId` at the start of every polling sweep. It is a page cursor, not a persisted high-water mark. - Deleting a plugin removes its acknowledgment records. A new installation may replay existing journal events. - Records contain identity and action. Consumers must load current authorized data before acting. Cleanup and retention policy belong to the provider plugin. - Provider calls, VM/volume provisioning, and journal retention are outside this PR. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository inspection, code execution, and tool use. 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>	2026-10-06 12:27:09 -07:00