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664052f8ea |
feat(release): draft stable notes at beta publish, read them from master at promotion (#11567)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The release channel system promotes builds canary → nightly → beta → stable, and stable releases publish a GitHub Release from `releases/vYYYY.MDD.P.md` > - The stable lane requires that notes file to exist inside the promoted source commit, but the file is named for the promotion date, which is unknown when the source commit is created > - A promoted beta can therefore never pass the notes check: every happy-path stable is forced through the candidate-branch fix path, with a soak-gate justification, for a notes-only change > - This pull request drafts the notes automatically when the beta is published and lets the stable promotion read them from `master` > - The benefit is a walkable stable happy path: the soak gate stays exact, notes get a real review window during the soak, and the justification path returns to its real purpose (cherry-picked fixes) ## Linked Issues or Issue Description **What existing behavior does this improve?** The stable promotion path in the release channel system (`release.yml`, `scripts/release.sh`). **Current behavior** `release.sh stable` requires `releases/vYYYY.MDD.P.md` in the checked-out source tree, and `publish_stable` checks out the exact promoted SHA. The soak gate requires a `beta/v*` tag to point at that same SHA. No commit can satisfy both for a promoted beta, so a stable promotion must cut a candidate branch with a notes-only commit and bypass the soak gate with a written justification. Release notes are also written at promotion time, under time pressure, with no review window. **Proposed behavior** When a beta publishes, a `draft_stable_notes` job generates a grouped notes skeleton at `releases/beta/v<beta-version>.md` and pushes it to a machine-owned branch; a human opens the PR and edits it during the 3-day soak. The stable preflight resolves notes before the `npm-stable` approval gate: source-tree notes first (the candidate fix path, unchanged), then the merged beta-keyed file on `master`; it fails early with the missing path named when neither exists. After the stable ships, a canonicalization job pushes a branch that moves the file to `releases/vYYYY.MDD.P.md`. Related (not duplicates): #11006 and #11008 introduced the nightly and beta lanes this builds on; older changelog PRs (for example #10669) authored notes manually at promotion time, which is the flow this replaces. **Reason and benefit** The happy path becomes: promote the exact soaked SHA, no justification, notes reviewed during the soak instead of written at the gate. The `releases/vYYYY.MDD.P.md` invariant still holds durably via the canonicalization PR. ## What Changed - `scripts/release.sh`: new `--notes-file PATH` (stable only) overrides where the pre-publish notes check looks, so notes can live outside the source checkout without dirtying the worktree. - `scripts/create-github-release.sh`: same `--notes-file` override for the GitHub Release body. - `scripts/draft-stable-notes.sh` (new): deterministic skeleton generator — commit subjects from the newest stable tag (falling back to the previous beta, then full history) to the beta's source commit, grouped into Features / Fixes / Other. - `.github/workflows/release.yml`: - `draft_stable_notes` job after `publish_beta`: runs the generator and force-pushes `release-notes/v<beta-version>`; the job summary links the compare page. It recreates the beta tag locally if the tag push was rejected (the known workflows-permission case), so drafting is not blocked on manual tag recovery. - `preflight_stable`: computes the target stable version (`release.sh stable --print-version`) and resolves the notes source (`source_tree` → `master_beta` → fail early / warn on dry run); new outputs. - `publish_stable`: materializes `master`-side notes into `RUNNER_TEMP` and passes `--notes-file` to both scripts; outputs the published stable version. - `canonicalize_stable_notes` job: pushes the `git mv` branch after a stable that used `master`-side notes. - `doc/RELEASING.md`, `doc/RELEASE-CHECKLIST.md`: document the drafted-notes flow, the preflight resolution order, and the canonicalization step; the LLM changelog flow now targets the draft branch during the soak. - `.agents/skills/release-changelog/SKILL.md`, `.agents/skills/release-changelog-discord-message/SKILL.md`: the notes-authoring skills now describe this flow — range ends at the beta source commit (not `HEAD`), the file is beta-keyed on the `release-notes/v<beta-version>` branch (seeded with `scripts/draft-stable-notes.sh` for betas that predate the automation), and the canonicalization link caveat is called out for announcements. ## Verification - `node --test scripts/draft-stable-notes.test.mjs` — 6 tests, temp git-repo fixtures: grouping, stable-tag range, previous-beta and full-history fallbacks, default output path, malformed version, missing tag. - `node --test scripts/release-lib.test.mjs` — unchanged suite still green. - `bash -n` on both changed shell scripts; `release.yml` re-parsed as YAML. - `./scripts/release.sh stable --print-version` unchanged (prints the next stable version); `--notes-file` on a non-stable channel fails with a clear error. - Not exercised end-to-end: the new workflow jobs need a real beta publish to run. The first beta after merge is the live test; the draft job is additive and cannot affect the publish result (it runs after `publish_beta` completes). ## Risks - Low risk to publishing itself: `--notes-file` defaults preserve today's behavior everywhere; the draft and canonicalization jobs are additive and run after the publishes succeed. - The preflight now fails a real stable run when no notes are found. That is the intended fail-early behavior (it previously failed later, inside `publish_stable`, after the `npm-stable` approval). - `draft_stable_notes` force-pushes only the machine-owned `release-notes/v<beta-version>` branch; a beta re-cut regenerates it cleanly. - The stable version computed at preflight could differ from the published one if a run crosses UTC midnight between the two jobs; the materialized notes are passed by path, so the publish still succeeds, and the canonicalization job uses the actually-published version. ## Model Used Claude Fable 5 (Claude Code) ## Pre-submission checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template |
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71e9d6bb0b |
feat(release): candidate-branch beta builds and the release checklist (#11209)
> Follow-up to #11208 (merged): rebased onto master and ready for review. ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The release channels promote artifacts along canary → nightly → beta → stable, with the happy path being promotion of an existing build > - When one or two targeted fixes are needed before a beta or stable, the only options today are waiting for the next nightly or absorbing a whole day of unrelated master changes > - The channel model was designed with an escape hatch for exactly this: short-lived candidate branches carrying only cherry-picked fixes > - This pull request implements candidate-branch beta builds with full verification, documents the stable fix path through the soak-justification gate, and adds the release captain's checklist > - The benefit is that a surgical fix can ship forward without either delay or blast radius, with its provenance recorded ## Linked Issues or Issue Description Refs #11008 — completes the fix-path half of the channel model introduced there. **Subsystem affected** Release automation: `scripts/release.sh`, `.github/workflows/release.yml`, `doc/RELEASING.md`, new `doc/RELEASE-CHECKLIST.md`, tests. **Problem or motivation** Beta promotion only accepts commits that already shipped as a nightly, and stable promotion expects a soaked beta. There is no supported way to ship one or two cherry-picked fixes between lanes: an urgent fix must wait for the nightly cycle or pull in every unrelated master change from the day. The original channel design called for candidate branches to cover this, and they were deferred from the initial implementation. **Proposed solution** Candidate-branch beta builds: cut `candidate/beta-<target>` from a nightly's source commit, cherry-pick the fixes, and dispatch `channel: beta` with the new `candidate_branch` input. Selection enforces the naming convention, rejects heads that already shipped as a beta or predate the candidate tooling, and records the cherry-picked commits in the job summary. Because candidate heads never went through a canary or nightly, publication is gated on a full `release-verify` run (promoted nightlies keep skipping re-verification). The stable fix path (`candidate/release-<target>` as `source_ref`) works through the existing soak gate: the justification requirement is the deliberate, recorded trade-off for shipping unsoaked bits, and is now documented as such. ## What Changed - `scripts/release.sh`: `--from-candidate` flag (beta only) waives the shipped-a-nightly requirement while keeping the duplicate-beta guard - `.github/workflows/release.yml`: `candidate_branch` dispatch input; candidate mode in `select_beta` (naming validation, duplicate and tooling-era rejection, cherry-pick recording); new `verify_beta_candidate` job gating candidate publishes on full verification - `doc/RELEASING.md`: beta fix-path and stable fix-path sections - `doc/RELEASE-CHECKLIST.md` (new): the release captain's checklist for all four lanes as built - Tests: dry-run fixture coverage for `--from-candidate` (waives the nightly guard, keeps the duplicate guard, rejected outside beta) and wiring tests for candidate validation plus the verification gate ## Verification - `node --test` on the four affected suites: 42 pass in total (17 + 25 across the two runs), including the 5 new tests - `bash -n` on `release.sh`; YAML parse of the workflow - After merge: exercise the path end to end the first time a real cherry-picked beta is needed — dispatch with a `candidate/beta-*` branch and confirm the summary records the picks and verification runs ## Risks - Candidate builds bypass the smoke-tested-nightly provenance by design; the compensating controls are full verification before publish, the post-publish beta smoke, the human `npm-beta` gate, and recorded cherry-picks - The stable fix path rides the existing justification mechanism rather than adding a second bypass — one recorded escape hatch, not two ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with extended thinking and full tool use. All changes model-authored under human direction. ## 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 (pending — will confirm before merge) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending — will confirm before merge) - [x] I will address all Greptile and reviewer comments before requesting merge |
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2da6a248c3 |
fix(release): surface recovery commands when a lane tag push is rejected (#11208)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The release subsystem's promotion lanes publish to npm, then push a lane tag and dispatch the Docker image build at that tag > - The first nightly of the beta-tooling merge published to npm and then died at the tag push: GITHUB_TOKEN may not create refs pointing at workflow-modifying commits from dispatch or scheduled runs > - The failure was a bare `remote rejected` with no guidance, leaving the release half-finished (npm live, no tag, no images) until an operator reverse-engineered the recovery > - This pull request makes every lane's tag push degrade into exact recovery instructions in the job summary > - The benefit is that a rare platform-permission rejection becomes a two-minute runbook operation instead of a forensic exercise ## Linked Issues or Issue Description Refs #11008 — the incident occurred promoting that change's own merge commit, the first workflow-modifying commit to flow through the lanes it introduced. **Subsystem affected** Release automation: `.github/workflows/release.yml`, `doc/RELEASING.md`, workflow wiring tests. **Problem or motivation** Run 31445344811 published `2026.811.0-nightly.0` to npm, then failed pushing `nightly/v2026.811.0-nightly.0`: `refusing to allow a GitHub App to create or update workflow .github/workflows/release.yml without workflows permission`. The tagged commit modifies workflow files, and GITHUB_TOKEN may not create refs pointing at such commits from dispatch or scheduled runs (push-event runs are exempt, which is why the canary tag on the same commit succeeded). The job failed with no explanation and the Docker dispatch never ran. **Proposed solution** Wrap the nightly, beta, and stable tag pushes: on rejection, write the exact recovery commands into the job summary — create and push the tag with maintainer credentials, dispatch `docker.yml` at the tag, and for stable also run `create-github-release.sh` — then fail the job. Document the cause and recovery in the failure playbooks and pin the three recovery blocks with a wiring test. ## What Changed - `.github/workflows/release.yml`: recovery-summary wrappers on the nightly, beta, and stable tag-push steps - `doc/RELEASING.md`: failure-playbook entry for the workflows-permission rejection - `scripts/__tests__/release-verify-workflow.test.mjs`: wiring test asserting all three lanes carry the recovery summary ## Verification - Wiring tests: 6 pass; YAML parse of the workflow - The recovery commands are exactly the ones used to resolve the real incident (tag push + `docker.yml` dispatch for `nightly/v2026.811.0-nightly.0`) ## Risks - Low. The happy path is unchanged (a successful push skips the wrapper); the failure path trades a bare error for actionable output and still fails the job, since the release state is genuinely incomplete ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with extended thinking and full tool use. All changes model-authored under human direction. ## 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 (pending — will confirm before merge) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending — will confirm before merge) - [x] I will address all Greptile and reviewer comments before requesting merge |
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6601014898 |
fix(release): reject promotion sources that predate their channel tooling (#11197)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The release subsystem promotes builds along canary → nightly → beta → stable, and each publish job checks out the promotion's source commit and runs that tree's release tooling > - The first beta dispatch failed with `unexpected argument: beta`: the selected nightly's source predated the beta channel, so its `release.sh` did not know the argument > - The failure was clean (argument parsing, nothing published) but cryptic, and the same trap waits for any promotion of a source older than its target channel's tooling > - This pull request makes the selection jobs reject such sources with an actionable error and documents the property > - The benefit is that a bootstrapping or old-source promotion fails in seconds with instructions, instead of mid-publish with a parser error ## Linked Issues or Issue Description Refs #11008 — the guard hardens the beta promotion flow introduced there, after its first dispatch surfaced the gap described below. **Subsystem affected** Release automation: `.github/workflows/release.yml`, `doc/RELEASING.md`, workflow wiring tests. **Problem or motivation** Run 31444045044 (first beta dispatch) failed in `publish_beta` with `unexpected argument: beta`. Promotions deliberately build from the pinned source commit, which means they also run that commit's `scripts/release.sh` — and a source that predates the target channel's introduction cannot publish it. Nothing guards this today; the error surfaces deep in the publish job with no explanation. **Proposed solution** Guard at selection time: `select_nightly` requires the source canary's `release.sh` to know the nightly channel, and `select_beta` requires the source nightly's `release.sh` to know the beta channel. Each guard literally matches the channel case arm and fails closed with a clear message naming the remedy (promote a newer source). Document the tooling-era property in `RELEASING.md` and pin the guards with a wiring test. ## What Changed - `.github/workflows/release.yml`: tooling-era guards in `select_nightly` and `select_beta` - `doc/RELEASING.md`: documents that promotions run the source commit's release tooling - `scripts/__tests__/release-verify-workflow.test.mjs`: wiring test pinning both guards ## Verification - Wiring tests: 5 pass - Guard expressions exercised against real commits: accepts the beta-capable merge commit of the beta-channel change, rejects a pre-beta commit - YAML parse of the workflow - After merge: the next beta dispatch selects a beta-capable nightly and passes the guard ## Risks - Low. Selection-time check only; the guards match the channel case arm literally and fail closed (with the same actionable message) if that line is ever reformatted ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with extended thinking and full tool use. All changes model-authored under human direction. ## 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 (pending — will confirm before merge) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending — will confirm before merge) - [x] I will address all Greptile and reviewer comments before requesting merge |
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8f7b8b3fda |
feat(release): add human-gated beta channel with stable soak enforcement (#11008)
> Follow-up to #11006 (merged): rebased onto master and ready for review. ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The release subsystem now publishes canary (every master push), nightly (scheduled, smoke-gated, added in #11006), and stable (manual) > - There is still no human-approved release-candidate lane between nightly and stable, and nothing enforces that a stable actually soaked anywhere before shipping > - Betas need a real approval gate, and stables need a soak policy that is data, not prose > - This pull request adds the beta channel: a manual promotion of a chosen nightly behind the `npm-beta` environment gate, re-smoked after publish, plus a stable preflight that enforces a 3-day beta soak with a written-justification bypass > - The benefit is a complete canary → nightly → beta → stable train where every stable shipped as a beta first, and emergencies leave a written trace ## Linked Issues or Issue Description **Subsystem affected** Release automation: `scripts/release.sh`, `scripts/release-lib.sh`, `.github/workflows/release.yml`, `.github/workflows/docker.yml`, `.github/workflows/release-smoke.yml`. **Problem or motivation** After #11006 the project has canary and nightly prerelease lanes, but no release-candidate lane. Stable promotion has no enforced soak: any ref can ship as stable directly. There is no approval boundary for a broader-audience prerelease, and no structured way to record why an emergency release skipped validation. **Proposed solution** Add a `beta` channel: a manual dispatch that promotes a chosen nightly's source commit, publishes behind the `npm-beta` GitHub environment (required reviewers are the gate), re-smokes the published beta, and tags `beta/vX`. Enforce in the stable path that the source commit shipped as a beta at least 3 days earlier (measured from the beta's npm publish time), with a `skip_soak_justification` input as the recorded emergency bypass. **Alternatives considered** Codifying the soak policy in docs only. Rejected: an unenforced policy decays; the preflight makes the policy executable while the justification input keeps the emergency path usable and auditable. ## What Changed - `scripts/release.sh` + `scripts/release-lib.sh`: `beta` channel — requires HEAD to carry a `nightly/v*` tag, publishes the package set as `YYYY.MDD.P-beta.N` under dist-tag `beta`, tags `beta/vYYYY.MDD.P-beta.N` - `.github/workflows/release.yml`: - `channel: beta` dispatch path: `select_beta` resolves the newest (or an explicit `source_version`) nightly and fails loudly on selection problems; `publish_beta` runs behind the `npm-beta` environment, pushes the tag, and dispatches `docker.yml`; `smoke_beta` re-runs the release smoke suite against the exact published beta version - stable path: new `preflight_stable` job enforces the 3-day beta soak from the beta's npm publish time; `skip_soak_justification` bypasses with the reason echoed into the job summary; dry runs report without blocking - `.github/workflows/docker.yml`: `beta/v*` tags publish `:beta` on both images, with exact version stamping - `.github/workflows/release-smoke.yml`: `beta` added to the dispatch choice list - Docs: `CHANNELS.md` beta entries; `RELEASING.md` beta lane, soak gate, and failure playbook; `RELEASE-AUTOMATION-SETUP.md` `npm-beta` environment setup, including the warning to create the environment before the first beta dispatch (GitHub auto-creates unprotected environments on first reference) - Tests: beta version-counting coverage in `scripts/release-registry-versions.test.mjs`; beta identity and nightly-tag guard coverage in `scripts/__tests__/release-dry-run-notes.test.mjs` ## Verification - `node --test` on the two touched suites: 17 pass, including the 3 new beta tests - `bash -n` on both shell scripts and YAML parse of all three workflows - After merge, in order: create the `npm-beta` environment, dispatch `channel: beta` with `dry_run: true` to preview, then a real promotion of a published nightly through the approval gate, then a stable dry-run against a young beta to see the soak gate report ## Risks - If the `npm-beta` environment does not exist when the first beta dispatch runs, GitHub creates it with no protection rules and the beta publishes without approval. Mitigated by documentation and by creating the environment before merge (operator step) - Until the first beta exists, every stable dispatch requires `skip_soak_justification`. This is deliberate — the first beta ships immediately after this merges — but it is a behavior change to the stable dispatch - The soak clock reads the beta's npm publish time from the registry; a registry outage makes the preflight fall back to requiring justification (fail-closed) ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with extended thinking and full tool use (repository exploration, local test execution, live registry and git verification). All code, tests, and docs in this PR were model-authored under human direction. ## 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 (pending — will confirm before merge) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending — will confirm before merge) - [x] I will address all Greptile and reviewer comments before requesting merge |
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f9173782cd |
feat(release): add smoke-gated nightly channel and lane-separated Docker tags (#11006)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The release subsystem publishes the `paperclipai` npm package set and the Docker images on two lanes: canary on every master push, and stable on manual promotion > - There is no middle ground between those lanes. Users must track every merge or wait weeks for a stable. Docker `:latest` also tracks master, so Docker users have no stable image at all > - A calm prerelease lane needs to exist, and it must never ship a build that failed its checks > - This pull request adds the nightly channel: a scheduled job that selects the newest master commit with a green canary publish, runs the full release smoke suite against that exact published canary, and only then republishes it as the nightly. It also separates Docker tags by lane, so `:latest` finally means stable > - The benefit is that users can follow prereleases at a nightly cadence with a smoke-tested guarantee, and Docker users get real `:canary`, `:nightly`, and stable image tags ## Linked Issues or Issue Description **Subsystem affected** Release automation: `scripts/release.sh`, `scripts/release-lib.sh`, `.github/workflows/release.yml`, `.github/workflows/docker.yml`, `.github/workflows/release-smoke.yml`. **Problem or motivation** The project publishes only `canary` (every master push) and `latest` (manual stable). Users who want prereleases without per-merge churn have no option. Docker has a second problem: master builds overwrite `:latest`, and CI-published stables never produced Docker images, because tags pushed with `GITHUB_TOKEN` do not fire the `v*` tag trigger in `docker.yml`. No stable-versioned image exists in ghcr today. **Proposed solution** Add a `nightly` channel. A scheduled job selects the newest canary-tagged master commit, smoke-tests that exact published canary, and republishes the same commit as `YYYY.MDD.P-nightly.N` under the `nightly` dist-tag. Separate Docker tags by lane (`:canary` for master, `:nightly` for nightly tags, `:latest` plus version tags for stable tags only), and have the release jobs dispatch `docker.yml` at the new tag so lane images actually build. **Alternatives considered** Moving the `nightly` dist-tag to the existing canary version without a republish. Rejected: the version string would say `canary` while the user is on nightly, which breaks at-a-glance lane identification in bug reports and `--version` output. ## What Changed - `scripts/release-lib.sh`: channel-parameterized `next_prerelease_version` and `prerelease_tag_name` helpers (canary helpers delegate to them), a `require_channel_tag_at_head` guard, and the no-provenance retry for Sigstore transparency-log duplicates now covers the `nightly` dist-tag as well as `canary` - `scripts/release.sh`: new `nightly` channel. It requires HEAD to carry a `canary/v*` tag, publishes the full public package set as `YYYY.MDD.P-nightly.N` under dist-tag `nightly`, and tags the source commit `nightly/vYYYY.MDD.P-nightly.N` - `.github/workflows/release.yml`: scheduled nightly chain (09:00 UTC) — select candidate, smoke it via `release-smoke.yml`, publish on green under the existing `npm-canary` environment, push the tag, dispatch `docker.yml`. New `channel` dispatch input (default `stable`, so existing stable dispatches are unchanged) with `nightly_source_version` and `dry_run` support for forced runs. The stable path now also dispatches `docker.yml` at the new `v*` tag - `.github/workflows/docker.yml`: lane tag mapping for both image jobs — master pushes publish `:canary` and no longer move `:latest`; `nightly/v*` tags publish `:nightly`; only stable `v*` tags publish `:latest` and the versioned tags. New `workflow_dispatch` trigger for the release-job dispatches. Build-version stamping uses the exact nightly version on nightly tag builds - `.github/workflows/release-smoke.yml`: `nightly` added to the dispatch choice list - `doc/CHANNELS.md` (new): user-facing guide to the channels - `doc/RELEASING.md`: nightly lane documentation, Docker tag mapping table, and a nightly failure playbook - `doc/RELEASE-AUTOMATION-SETUP.md`: note that nightly reuses `npm-canary` and needs no npm trusted-publisher changes - Tests: channel-parameterized version helper coverage in `scripts/release-registry-versions.test.mjs`, and nightly flow coverage (publish identity, notes not required, canary-tag guard) in `scripts/__tests__/release-dry-run-notes.test.mjs` ## Verification - `node --test` on the release script suites: 68 pass, including 6 new tests. The only failure, `acpx-patch-packaging.test.mjs`, needs installed `node_modules` and fails identically on a pristine checkout of master in the same environment - `bash -n` on both shell scripts and YAML parse of all three workflows - Live fail-path check: `./scripts/release.sh nightly --print-version` from a master tip with no canary tag fails with `HEAD has no canary/v* tag` - Live success-path check: the same command from the `canary/v2026.806.0-canary.7` commit prints `2026.806.0-nightly.0` - Live selection check: the candidate-selection shell logic run against the real repository selects the commit of `canary/v2026.806.0-canary.7`, which matches the current npm `canary` dist-tag exactly - After merge: dispatch `release.yml` with `channel: nightly` and `dry_run: true` to preview, then a real forced run to validate end to end before the first scheduled run ## Risks - Docker `:latest` changes meaning from "latest master build" to "latest stable release". This is deliberate and will be announced. Users who want the old behavior pull `:canary`. Until the first stable release after this change, `:latest` stays at its current (master-built) image - The nightly is a rebuild of the same source commit, not the byte-identical canary artifact that was smoked. The lockfile pins dependencies, and the publish path's registry-visibility and clean-prefix install gates still run on the nightly artifacts - All npm publishing must stay inside `release.yml` because npm trusted publishing pins that workflow file per package. The nightly jobs were added to `release.yml` for exactly that reason; this constraint is now documented in `RELEASING.md` - The stable-lane Docker dispatch fails gracefully (a warning with manual instructions) when the source ref predates `docker.yml`'s `workflow_dispatch` trigger ## Model Used Claude Fable 5 (`claude-fable-5`, Anthropic) in Claude Code, with extended thinking and full tool use (repository exploration, local test execution, live registry and git verification). All code, tests, and docs in this PR were model-authored under human direction. ## 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 (pending — will confirm before merge) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending — will confirm before merge) - [x] I will address all Greptile and reviewer comments before requesting merge |
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fc5a30805e |
feat(cli): add managed install, update, and service lifecycle (#10045)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies > - Operators need a predictable installation path that survives beyond an ephemeral `npx` process > - A durable installation needs an owned per-user payload store, stable command shim, safe shell integration, and supported service lifecycle > - Updates must preserve recoverability by backing up data, installing side-by-side, verifying the new payload, and retaining rollback state > - Bootstrap scripts and privileged service operations must fail closed across download, filesystem, ownership, and consent boundaries > - This pull request integrates managed install, update, rollback, service, uninstall, doctor, bootstrap-installer, and runtime-serving support into one workflow > - The benefit is a recoverable, inspectable, and documented installation lifecycle with explicit safety boundaries across Linux, macOS, containers, WSL, npm, npx, and source checkouts ## Linked Issues or Issue Description ### Problem Paperclip lacks a first-class durable installation and lifecycle workflow. Operators currently have to assemble npm/npx installation, PATH setup, background-service management, updates, rollback, diagnostics, and uninstall behavior themselves. That makes upgrades harder to recover, creates inconsistent behavior across platforms, and leaves shell/download/service trust boundaries without one documented implementation. ### Proposed Solution Add a managed per-user install store and stable shim, a verified shell bootstrap installer, service lifecycle commands, install-mode-aware update/rollback behavior, doctor checks, and documentation. Managed updates back up the database, install and smoke-test a side-by-side payload, atomically switch `current`, and retain prior payloads. The shell installer pins registry/download trust boundaries and requires explicit consent for non-interactive privileged actions. ### Alternatives Considered - Keep recommending `npx`: simple for evaluation, but ephemeral and unsuitable for stable services, atomic updates, or rollback. - Require global npm installation only: familiar, but cannot provide the owned side-by-side payload store and retained rollback semantics. - Split the capability across multiple PRs: rejected because install, update, service, uninstall, bootstrap, and serving behavior share contracts and security boundaries that need review together. ### Related Pull Requests - Supersedes #10042 and #10044 with one integrated final diff. - Incorporates and replaces the closed preparatory work in #10032 and #10034. ## What Changed - Added `paperclipai install`, `update`/`upgrade`, rollback, uninstall, service lifecycle, onboarding integration, and managed-install doctor checks. - Added a private managed payload store, verified manifest/marker ownership, exclusive mutation locks, atomic manifest/current/shim writes, retained previous payloads, and provenance validation. - Added npm and GitHub-ref install sources with exact target resolution, registry isolation, database backup, side-by-side verification, atomic activation, service restart coordination, and failure rollback. - Made managed-update backups report actionable service-start and `--no-backup` recovery guidance for unreachable databases, while clean never-onboarded instances skip an empty backup. - Added systemd user and launchd service definitions, status/health/log commands, single-instance coordination, stale-port recovery, and explicit sudo/lingering consent handling. - Added the `scripts/install.sh` bootstrap path with checked two-stage downloads, pinned public npm registry usage, platform checks, dry-run/non-interactive controls, and Docker fixtures. - Added embedded Postgres/native bootstrap integration, hot-restart/systemd-notify serving support, passive update notices, configuration contracts, README/CLI/install documentation, and focused regression tests. - Security re-review should explicitly re-verify: (1) `addManagedPathBlock`/`removeManagedPathBlock` reject symlinked or non-regular rc files, assert current-user ownership, preserve restrictive modes, and replace atomically; (2) managed shim replacement rejects unsafe parents, foreign-owned or multiply linked files, and uses checked atomic replacement; (3) the shell installer and sudo path preserve explicit consent and checked downloads; and (4) installed service/runtime serving remains bound to the validated managed shim and instance configuration. ## Verification - `bash -n scripts/install.sh scripts/clean-install-git.sh scripts/clean-install-npm.sh scripts/test-install-sh-docker.sh` - `pnpm exec vitest run cli/src/__tests__/install-store.test.ts cli/src/__tests__/install-command.test.ts cli/src/__tests__/managed-install-check.test.ts cli/src/__tests__/onboard-service.test.ts cli/src/__tests__/service-health-check.test.ts cli/src/__tests__/service-manager.test.ts cli/src/__tests__/update-command.test.ts cli/src/__tests__/update-notice.test.ts packages/db/src/embedded-postgres-native.test.ts` — 9 files, 66 tests passed - `pnpm --dir cli typecheck` - `pnpm --dir cli build` - Follow-up verification: `pnpm exec vitest run cli/src/__tests__/update-command.test.ts` (14/14), `pnpm --dir cli typecheck`, `pnpm --dir cli build`, and `pnpm --filter @paperclipai/server typecheck`. - `pnpm -r typecheck` - `pnpm build` - Full `pnpm test:run` exercised all suites; an injected static AWS credential changed one unrelated doctor expectation, which passed when those credentials were removed. A second run cleared that case and exposed stale pre-existing adapter-utils `dist` output; rebuilding `@paperclipai/adapter-utils` made the isolated test pass. The updated PR CI is the authoritative clean-workspace full-suite run. ## Risks - Installer/update code writes executable shims, symlinks, shell rc blocks, service definitions, and managed payloads; ownership, regular-file, symlink, hard-link, marker, and path-containment checks fail closed before destructive changes. - The bootstrap installer executes downloaded tooling; downloads are staged and checked before execution, npm traffic is pinned to the public registry, and non-interactive privileged behavior requires explicit consent. - Linux lingering may invoke `sudo`; the command is surfaced and confirmed before execution, and unsupported service managers fall back to foreground-run guidance. - Database migrations remain forward-only; payload rollback does not reverse migrations, so managed updates create a backup before activation unless explicitly disabled. - Service restart and runtime serving touch process/port ownership; lifecycle locks, health/version checks, and stable-shim service definitions reduce split-brain and stale-process risk. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agents using GPT-5.5 and GPT-5.6-sol, with reasoning, repository/API access, shell execution, and test tooling. The runtime did not expose a reliable context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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a0f5cbffd7 |
Harden release flow with registry verification and dist-tag checks (#4800)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Paperclip is distributed as npm packages, including plugins like `plugin-e2b` > - The release process publishes canary and stable builds via npm dist-tags > - But there was no automated verification that published packages actually landed with the correct dist-tags, and broken canary publishes could silently ship to users > - This PR adds a registry verification script that checks published packages match their expected dist-tags, and wires it into PR CI so regressions are caught before merge > - The benefit is release integrity is verified automatically, and broken dist-tag states are caught early ## What Changed - Added `scripts/verify-release-registry-state.mjs` — verifies that published npm packages have correct dist-tag assignments and detects orphaned or mispointed tags - Added `scripts/verify-release-registry-state.test.mjs` — test coverage for the verification logic - Updated `scripts/release.sh` to include canary dist-tag safety checks before publishing - Updated `.github/workflows/pr.yml` to run registry verification as a CI step - Updated `doc/PUBLISHING.md` and `doc/RELEASING.md` with the new verification workflow ## Verification - `pnpm test` — all tests pass including new verification script tests - `node scripts/verify-release-registry-state.mjs` — runs against the live npm registry and reports current state - CI: the new PR workflow step runs on every PR push ## Risks - Low risk. This is additive CI and tooling — no runtime code changes. The registry verification is read-only (queries npm, does not publish). The release script changes add safety checks that abort before publishing if state is unexpected. ## Model Used Codex GPT 5.4 high via Paperclip. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge |
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528f836e71 | fix: use origin for github release creation in actions | ||
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19f4a78f4a | feat: add release smoke workflow | ||
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3e0e15394a | chore: switch release calver to mdd patch | ||
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4d8c988dab | fix: use one workflow for npm trusted publishing | ||
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21c1235277 | chore: automate canary and stable releases | ||
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01180d3027 |
Move maintainer skills into .agents/skills
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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469bfe3953 | chore: add release train workflow | ||
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8360b2e3e3 | fix: complete authenticated onboarding startup | ||
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3ec96fdb73 | fix: complete authenticated docker onboard smoke | ||
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632079ae3b | chore: require frozen lockfile for releases | ||
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422f57b160 | chore: use public-gh for manual release flow | ||
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a47ea343ba | feat: add committed-ref onboarding smoke script | ||
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0781b7a15c | v0.3.0.md release changelog | ||
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30ee59c324 | chore: simplify release preflight workflow | ||
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aa2b11d528 | feat: extend release preflight smoke options | ||
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df94c98494 | chore: add release preflight workflow | ||
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a7cfd9f24b | chore: formalize release workflow |