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Author SHA1 Message Date
DottaandPaperclip d034ba7491 fix(interactions): derive question storage from canonical forms (#14946)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents request human input through durable issue interactions.
> - A question form has a canonical presentation and a compatibility
storage format.
> - The creation API required agents to write both formats.
> - Tool guidance told agents to split text and choice questions across
those formats.
> - This pull request accepts one complete canonical form and derives
storage fields on the server.
> - The benefit is a complete question card with stable answer and retry
behavior.

## Linked Issues or Issue Description

Related work: Refs #13630 and #14430. PR #13630 addresses the display of
historical partial forms. This change fixes creation and keeps the check
that rejects conflicting new forms.

**What happened?**

A question save supplied three compatibility questions and one canonical
text question. The API correctly rejected the incomplete canonical form.
The Runner's tool description encouraged this split. Sending only a
complete canonical form also failed because the API required
compatibility questions.

**Expected behavior**

An agent sends one complete `payload.questionSet` with every text and
choice question. Paperclip derives `payload.questions` for storage and
answer compatibility. Existing legacy requests remain valid. Explicitly
conflicting dual forms remain invalid.

**Steps to reproduce**

1. Call `paperclip_request_human_input` with `interactionKind:
"questions"`.
2. Send `payload: { version: 1, questionSet: ... }` with a required text
question and a required choice question.
3. The old API rejects the missing compatibility questions. With this
change, it stores both questions and preserves the canonical form.
4. Retry with the same idempotency key. Confirm that only one
interaction exists.
5. Submit both answers. Confirm that the normal resolver and
continuation rules apply.

**Paperclip version or commit**

The branch is based on `cf8ad63c8`. The problem affects the native
Runner and the interaction creation API.

**Deployment mode**

Server deployment with the native Paperclip Runner. Integration tests
use the real interaction service and an embedded test database.

## What Changed

- Add one shared canonical-to-storage projection. Reuse it for native
harness question requests.
- Accept canonical-only question creation at the shared validator and
server boundary.
- Export the input type and update the plugin SDK and its RPC contract.
- Advertise a typed, complete question form in the live and scenario
tool schemas.
- Enforce canonical text and custom-answer constraints before ordinary
or native resolution. Preserve harmless display whitespace.
- Run regex matching in isolated workers with a deadline and resource
limits. Both answer paths await the result before persistence. Saved
native delivery uses the validated answer without taking another worker
slot.
- Update agent guidance and generated Runner contracts.
- Test mixed forms, option-ID collisions, retries, answers, legacy
requests, and conflicting forms.

## Verification

- Interaction service, HTTP route, native bridge, and Runner authority
suites: 221 tests passed after correcting an obsolete tool-description
assertion.
- Shared validator, plugin SDK, CLI, and UI compatibility suites: 67
tests passed.
- Runner core tool-contract suite: 20 tests passed. AJV validates live
and scenario schemas.
- Final review regressions: 172 shared, service, native bridge, and
authority tests passed. These cover text length, pattern, numeric
limits, whitespace, custom option IDs, and historical pending cards.
- Runner session suites: 67 tests passed. Published example tests: 4
tests passed.
- Server typecheck and the shared/server builds passed after the
compatibility fixes.
- Final delivery verification: 35 response-delivery tests passed. The
native delivery regression proves saved answers do not enter pattern
workers; server typecheck and build passed.
- Pattern security and answer-flow verification: 205 tests passed after
repairing the child fixture loader. These cover pathological matching,
event-loop responsiveness, worker concurrency, slot cleanup, HTTP
routes, native delivery, and the full helper in a child process.
- `pnpm -r typecheck` passed on the bounded-worker revision.
- `pnpm build` passed on the bounded-worker revision.
- All 55 GitHub checks passed on `fe457af`; four optional jobs were
skipped. An unchanged Cursor adapter test timed out once in CI, passed
locally, and passed on one failed-job rerun.
- Reviewers can send the canonical-only mixed form above and verify that
the saved interaction contains both canonical and compatibility
questions.

## Risks

- The creation API accepts a new input shape. Stored rows and answer
contracts keep the existing shape.
- The shared projection must preserve synthetic free-text option IDs.
Collision and native round-trip tests cover this behavior.
- Historical partial rows remain readable. New conflicting dual forms,
including written-answer mismatches, remain rejected.
- Existing pending cards retain the written-answer paths offered by
their stored options. Canonical text constraints still apply.
- Ordinary answers now enforce declared canonical constraints before
persistence. Invalid answers leave the card pending.
- Regex validation has a one-second deadline and a four-worker capacity
limit. A complex pattern or capacity error leaves the card pending with
a validation error.
- No database migration or change to company authorization is required.

## Model Used

- OpenAI GPT-6 through Codex. The session exposes the GPT-6 model
family; its exact runtime model identifier and context window size are
not exposed. Used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] 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>
2026-10-02 14:21:11 -05:00
DottaandPaperclip cbd278dc03 fix(interactions): derive chat recipients and validate explicit users (#14742)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Agents use saved questions to get human input and continue the same
task.
> - The standard question example recently told models to copy a user
ID.
> - A model can omit an identity prefix and create a question its
intended recipient cannot answer.
> - Agent Chat already knows the conversation owner, so the server can
supply that identity.
> - This pull request removes the blanket instruction and validates
explicit recipients before saving.
> - Ordinary questions stay simple, and explicit addressing remains
available for decisions that need a particular person.

## Linked Issues or Issue Description

Refs #14707, #14188. Related: #14238 handles legacy email recipients;
this change prevents invalid recipients in new cards and retains exact
ID matching.

**What happened?**

A model copied a Cloud user ID without its prefix into
`addresseeUserId`. Creation succeeded. The intended user's answer then
failed the exact recipient check.

**Expected behavior**

Ordinary chat questions use the saved conversation owner. A task may
optionally name a specific recipient. The API rejects an unknown or
unauthorized recipient before it creates a card.

**Steps to reproduce**

Create a chat question for a user whose ID is `paperclip-id:example`.
Supply `example` as the addressee. Before this change, creation accepts
the invalid recipient and the owner cannot answer. With this change,
creation returns 422. Omitting the field saves the full owner ID and
allows that owner to answer.

## What Changed

- Remove `addresseeUserId` from standard question examples and remove
the blanket requester-ID instruction.
- Derive the recipient of ordinary chat questions from the persisted
conversation owner. Reject conflicting explicit user IDs.
- Keep explicit task recipients optional. Validate supplied user IDs
with the existing board mutation policy, including company, viewer, and
Cloud restrictions.
- Preserve explicit agent routing, connector intents, confirmations,
exact recipient checks, idempotent retries, and no-login local-board
authority in local-trusted mode.
- Update the blocker grader to accept an omitted recipient and verify
the actual requester answered.
- Add database and HTTP tests for prefixed identities, denied
recipients, concurrent retries, saved answers, and response delivery.

## Verification

- Database interaction service suite: 90 tests passed, including
implicit local-board creation/answering and authenticated/Cloud denial.
- Interaction HTTP route suite: 84 tests passed.
- Affected interaction/native/connector/documentation suites: 231 tests
passed across six files after valid-user fixtures were updated.
- Resolver and interaction unit suites: 29 tests passed.
- Product E2E unit/calibration suite: 793 tests passed; Product E2E
typecheck and blocker catalog discovery passed.
- Generated API-reference and capability contract checks passed.
- `pnpm -r typecheck` and `pnpm build` passed.
- Full local `pnpm test:run` did not finish green: its initial
general-server pass had 14,416 passing assertions, one unrelated
native-resume assertion failure on macOS, and three teardowns from an
intermediate fixture cleanup fixed above. Separate broad local groups
also encountered timeout/live-port failures under host load. Local UI
(7,026), CLI (502), shared (817), and skills-catalog (20) tests passed;
the complete final-head CI matrix is the broad verification gate.
- After two CI cold-start readiness timeouts, a separate test-only
commit gives the first exposure lifecycle fixture the existing normal
30-second readiness budget. Its real HTTP, ordering, and cleanup
assertions remain intact; the targeted case and final Linux CI shard
passed. Production deadlines are unchanged.
- A separate OpenCode fixture failed twice on GitHub-hosted Ubuntu
because its cached Node executable was group-writable; the same case
passed on AWS runners. The fixture now qualifies its own Linux copy with
mode `0500` and the actual copy digest. Host files and production
security checks are unchanged. The focused macOS case passed; the new
Linux-copy branch also passed on the final AWS-hosted Linux runner
(1,125 passing Runner tests, 3 skipped). The final run was not on a
GitHub-hosted runner.
- Final-head [CI run
36762078176](https://github.com/paperclipai/paperclip/actions/runs/36762078176)
passed for `116b968b24fa0a8c5724a7bf96e73a8dda5f0425`: 54 successful
checks and two conditional Storybook skips, with no pending or failed
checks. The 27 general/serialized test jobs reported 28,635 passing
tests. Typecheck, build, Runner, browser E2E, and Canary gates passed.
Greptile reviewed that exact head at 5/5; both review threads are
resolved, with no open follow-ups.
- No live provider replay is claimed by this PR.

## Risks

- New explicitly addressed cards reject users who cannot mutate the
issue, including viewers, inactive members, and invalid IDs. Callers
that supplied invalid recipients must correct their request.
- Existing addressed cards are not rewritten. Existing authorization
checks remain strict.
- Chat inference applies only to questions without an agent addressee.
Connector intents and governed confirmations retain their own recipient
paths.
- No schema change or migration is required.

## Model Used

OpenAI Codex, GPT-6 (exact serving variant and context window are not
exposed in this environment). Used reasoning, tool use, code editing,
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
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 14:16:15 -05:00
DottaandPaperclip d30b03bd8c test: add persistent E2E coverage for human blocker decisions (#14707)
## Thinking Path

> - Paperclip manages work for AI agents.
> - Agents use the coordination skill when work needs human authority or
a scope decision.
> - PR #14188 replaced automatic manager escalation with direct blocker
handling.
> - This behavior needs real browser, server, database, and provider
tests.
> - The test must verify saved human input, task ownership, and resumed
work.
> - This pull request adds six reusable Product E2E cases and improves
the skill examples that they exercise.

## Linked Issues or Issue Description

Refs #14188.

The merged change needs repeatable behavior coverage. The new suite
tests missing administrator access, missing hiring permission, and
requester scope questions. Searches found no duplicate blocker-guidance
suite. This extends the existing eval system described in ROADMAP.md.

## What Changed

- Add the explicit-only `blocker-guidance` Product E2E suite. It has
three local scenarios on legacy Codex and legacy Claude.
- Use the production UI and public APIs to create work, save a
human-only question or confirmation, answer it after reload, and resume
the same task.
- Check requester identity, ownership history, manager activity, hiring,
saved answers, and completion. Keep direct text input as a separate UX
result.
- Save pending and final screenshots, API checkpoints, skill hashes,
provider evidence, and billing data through the existing report
pipeline.
- Isolate the Claude fixture home. Verify the served skill bytes before
dispatch so an old installed skill cannot silently replace the evaluated
skill.
- Improve the coordination and hiring skill examples. Include the
human-only policy, requester address, wake behavior, and handling of
authorized scope changes.
- Grader v5 requires the exact approved public welcome note as a new
worker comment. Browser input checks reject unwritable scope cards
before clicking, and confirmation direction must be saved in the
resolution before the worker wakes.
- Add grader calibration and browser-input tests. Update the fixture
guide and generated capability inventories.

## Verification

- `pnpm build`: passed after rebasing onto current master.
- `pnpm -r typecheck`: passed.
- `pnpm test:e2e:runner:typecheck`: passed.
- `pnpm test:e2e:runner:unit`: 742 tests passed.
- `pnpm test:e2e:runner:browser-support blocker-input.spec.ts`: 10 tests
passed.
- `pnpm test:e2e:runner -- --list --suite blocker-guidance`: six cells
found.
- Capability inventory and generated-contract checks: passed.
- `pnpm exec vitest run
server/src/__tests__/hiring-operational-examples.test.ts`: four tests
passed after synchronizing the generated API reference and section
anchor.
- Full general and serialized test suites: passed in CI on
`6652cee74517039676bad6a720f213625d265acd`. The redundant local `pnpm
test:run` was interrupted after complete CI coverage passed; it is not
claimed as a completed local full-suite run.
- Final GitHub checks: 54 passed, two optional Storybook checks skipped.
The runtime-exposure startup test hit a 10-second readiness timeout
once, passed a targeted local reproduction, and its CI shard passed the
single retry without code changes.
- Current-head Greptile: 5/5, clean check, zero unresolved threads.
- Historical live measurement on September 29 at
`4edc77ae2b95b10dd61426ce3f042bac00527ad9`: three independent six-cell
runs scored 5/6, 6/6, and 6/6. Claude Sonnet 4.6 passed 9/9. Codex
`gpt-5.6-sol` passed 8/9. These runs predate this rebase.
- Version 5 changes the scope answer to an exact approved publication
draft. The historical runs do not qualify that new requirement; the
two-provider scope pilot at `49a1f4eab369948b9e3b34a6ce436489e875e4ec`
passed Codex and failed Claude. Claude posted the correct salary-free
sentence but omitted its required reference line from that comment,
placing the reference in a separate completion message. The
`public-welcome-note` check correctly failed. An earlier Claude
database-startup failure was retained separately; its fresh-instance
retry reached the model. This pilot is not a six-cell qualification.
- The failed Codex scope case omitted `addresseeUserId`. The strict
routing check remains. All 18 attempts had clean evidence manifests and
passed cleanup.
- To repeat with provider credentials: `pnpm test:e2e:runner -- --suite
blocker-guidance --max-parallel 1`. This is a paid, opt-in suite and is
excluded from `--all`.

## Risks

- The live suite measures variable model behavior. The retained 17/18
historical result and the current 1/2 scope pilot are not all-pass
qualifications. These paid cases are opt-in; their observed model
failures remain visible independently of deterministic CI checks.
- A separate generic task-replacement diagnostic still exposed a Claude
refusal. The ordinary cases use specific business decisions. The
diagnostic is not a standalone catalog case in this change.
- Earlier measurements included an old installed Claude skill and test
defects. Their grades remain retained and are not combined with the
three final repetitions.
- Skill examples can affect when agents ask for human input. Downstream
permission checks still apply.
- Native runners, Daytona, agent-requester routing, and real external
connection authorization are outside this suite.
- Raw provider traces and credentials remain private. No screenshots,
raw reports, secrets, workflow changes, or lockfile changes are
committed.

## Model Used

OpenAI GPT-6 through Codex assisted with this change. The exact deployed
variant and context window size are not exposed in this session. The
assistant used reasoning, repository edits, tool use, and shell
execution. The evaluated models were `gpt-5.6-sol` and
`claude-sonnet-4-6`.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:56:54 -05:00
DottaandPaperclip 43acbcc398 fix(runner): preserve sessions and complete question and approval continuations (#13655)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The native runner connects task state to provider sessions.
> - Follow-up turns must retain provider memory and carry new user
direction.
> - Lost session IDs caused repeated context and extra input tokens.
> - Native question answers and approval races could leave valid work
blocked.
> - This pull request repairs those paths and adds regression coverage.
> - Agents can continue accepted work without repeating the conversation
or losing the user's answer.

## Linked Issues or Issue Description

Refs #13574. That merged PR shortened continuation prompts and moved
question instructions into tool documentation. This change preserves
sessions and fixes failures exposed by broader testing. Related runtime
work: #13408 and #13410.

**What happened?**

Native follow-up turns could lose the provider session ID. Completion
guidance could replace the original task with its latest comment. Claude
native questions could remain pending after the user answered. Approval
during a running tool call could suspend the run before the tool
response arrived. Onboarding and chat handoff instructions also caused
repeated planning or missing plan documents.

**Expected behavior**

Reuse a valid provider session. Send only new events when that session
already has the history. Preserve the task requirements and apply later
user direction. Store the question answer and deliver it to the waiting
run. Finish governed tool responses before suspending. Execute the
accepted plan without asking for the same approval again.

**Steps to reproduce**

Run the continuation, local-session-integrity, first-task, and
agent-chat suites with native Codex and Claude. Include
provider-question-bridge, accept-while-running, and plan-handoff.

**Paperclip version or commit**

This branch is based on master d54b75011. The active full catalog run
tests 4e75881db. Later review fixes have separate regression coverage.

**Deployment mode**

Isolated local instances and Daytona sandboxes in the existing Runner
full-stack E2E harness.

## What Changed

- Retain provider session identity across turns and late usage
snapshots. Send new continuation events on session reuse, with full
context available for a fresh session.
- Preserve task requirements and later direction in completion guidance.
Return the current contract revision after a stale completion
submission.
- Bridge native Claude questions to saved Paperclip cards. Submit
answers through the saved card and resume the same run.
- Delay governed suspension until tool results settle. Add a
deterministic test barrier for approval during an active run.
- Clarify free-text question examples, explicit onboarding plans, and
execution of accepted chat plans.
- Fix continuation readiness, verified output evidence, and declared
screenshot collection.
- Qualify the legacy Claude test CLI at 2.1.277. The old 2.1.19 CLI did
not discover mounted skills. Update the existing workflow pin and
isolated launcher together.
- Refresh the Daytona image lockfile integrity pin after reviewing
master patch updates.
- Carry continuation mode as runtime metadata instead of inferring it
from user-visible text. Install the test Claude CLI without lifecycle
scripts.

## Verification

- Targeted paid verification: 20/20 cases passed across
local-environment campaigns before the rebase.
[Report](https://pages.paperclip.ing/runner-e2e-seven-fixes-35397904249/).
- Harness checks: 379 unit tests passed; harness typecheck passed.
- Latest-head PR checks: 55 passed, two intentionally skipped. Greptile
is 5/5; the security scan passes.
- Review regressions: 350 executor tests and 204 session/driver tests
passed. A script-free Claude install was verified with the actual CLI.
- Full catalog, including the explicit-only everyday suite: [run
35417932353](https://github.com/paperclipai/paperclip/actions/runs/35417932353).
Completed: **164/205 passed; 41 failed**. [Full dashboard and failure
investigation](https://pages.paperclip.ing/runner-e2e-full-catalog-35417932353/).
Includes 204 case artifacts and one pre-case GitHub authorization
timeout; missing evidence is not scored as a pass. The full run tested
`4e75881db`; Final-head metadata/CLI smoke cases both passed. In the
separate [six infrastructure
retries](https://github.com/paperclipai/paperclip/actions/runs/35419769343),
the GitHub timeout case passed and all five Docker preflight failures
repeated. [Follow-up
dashboard](https://pages.paperclip.ing/runner-e2e-full-catalog-35417932353/follow-up/).
- Full local typecheck and build passed on the rebased branch. The full
local unit run completed with 657 passing files, two test timeouts and
one suite setup timeout. All three affected files passed when rerun in
isolation (84 tests). The first full local run was not clean.
- Focused regression coverage includes the live question bridge,
same-run response delivery, UI routing, stale revisions, approval
overlap, and session reuse.

## Full-catalog follow-ups

- Test infrastructure: 14 Claude everyday cells probe an absent host
CLI; six cells failed pre-task GitHub/Docker qualification (GitHub
passes on retry; all five Docker cases repeat; the workflow preflight
allowlist omits their case IDs); five ACPX Codex cells cannot create
sandbox namespaces.
- Runtime: four OpenCode completion-criteria mismatches masked by
shutdown errors, one service-approval suspension failure; three Daytona
recovery failures encounter existing skill files; one duplicate
completion wake.
- Confirmed test defects: question pagination and a noncanonical plan
document key.
- Product/behavior: mismatched visible/required question sets, an
attachment instead of the requested task document, one lone-option
onboarding question, early completion instead of review, and a Codex
Mini completion-schema failure.
- The report job itself fails on trusted master’s stale patch/lock
configuration. The linked report is rebuilt with the shared renderer
from original cell results and public fixture screenshots; it excludes
private snapshots, logs and traces.

These are investigated follow-ups, not silently regraded passes.
First-task passed 51/52. The PR checks are green independently of the
broader catalog’s behavioral/infrastructure failures.

## Risks

- Session reuse depends on a valid provider identity and context
coverage. Fresh-session fallback and reset tests cover this boundary.
- Native question delivery spans saved interaction state and a live
provider run. Tests cover duplicate events, closed runs, and same-run
answers.
- Provider behavior varies. The full paid catalog may expose failures
beyond these targeted fixes; those results will be reported without
relaxing valid approval or output checks.
- The legacy Claude version update is limited to test infrastructure. No
database migration is included.

## Model Used

OpenAI Codex, GPT-6 family, with repository inspection, code execution,
and browser/E2E tools. The exact runtime model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted checks and all
three timeout-file reruns pass; full-run timeout caveat 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>
2026-09-19 07:42:57 -05:00
DottaandPaperclip 7e6d512597 fix(onboarding): make chief-of-staff hiring reliable (#13317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The first agent helps the board define work and hire other agents.
> - That agent can have the general role while its instructions require
hiring skills.
> - Missing skills and blocked schema discovery make valid requests
fail.
> - Repeated confirmation and invalid waiting guidance can turn these
failures into extra runs.
> - This PR supplies the required skills, opens read-only schema
discovery, and corrects the guidance.
> - The agent can complete an authorized hire while company approval and
duplicate checks still apply.

## Linked Issues or Issue Description

Refs #13068 — the first-task onboarding flow that this change repairs.
Refs #12029 — related drift between the sandbox allowlist and bundled
hiring guidance. This PR adds schema access; it does not replace the
earlier hiring-route fix.

**What happened?**

A general-role onboarding chief received hiring instructions without the
core hiring skills. Sandbox requests to the documented OpenAPI endpoint
failed. The agent then guessed question and hire payloads. The persona
required new confirmation after validation errors and described waiting
states that agents cannot set.

**Expected behavior**

A direct request authorizes the requested hire. The chief asks only for
material missing details, uses valid API payloads, and completes the
task. Formal company approval gates still apply. A saved human-input
card gives the task a valid waiting state.

**Steps to reproduce**

1. Create an onboarding chief with role `general` through the board.
2. Ask it to hire a friendly robot with a supplied name and
responsibilities.
3. Check its assigned skills, schema requests, question cards, hire
requests, and final task state.

**Paperclip version or commit**

Reproduced on the first-task onboarding implementation after #13068. The
live local verification used this branch at `112f44610`.

**Deployment mode**

The original failure used a hosted sandbox with legacy Codex ACP. Live
verification used an isolated local instance and real `codex_local`
execution. Queue and HTTP/2 transport access is covered by automated
tests.

## What Changed

- Give board-created onboarding chiefs the existing core skills
regardless of role. Preserve explicit skill version pins, including
aliases. Keep ordinary general-agent defaults and authorization checks.
- Allow exactly `GET /api/openapi.json` through both sandbox bridge
transports.
- Publish validator-tested question, free-text, hire, and waiting
examples. Regenerate the runner API reference and capability inventory.
- Clarify direct authorization, material ambiguity, and correction of
confirmed pre-creation validation failures. Preserve uncertain-outcome
reconciliation, duplicate protection, and company approval gates.
- Align disposition instructions with agent permissions and the saved
human-input waiting path.

## Verification

- After rebasing onto current `master`: 69 targeted server tests, 110
queue/HTTP2 bridge tests, and 4 capability inventory tests passed. These
cover core skill defaults, version pins, actor restrictions, schema
access, published examples, hire validation, idempotency, and approval
gates. Waiting recovery tests and live question flows also passed before
the rebase.
- `pnpm -r typecheck` and `pnpm build` passed again after the rebase.
Frozen dependency installation and both generated capability checks
passed.
- Ran the full `pnpm test:run` suite. The initial run had 14 failed
server files due to local database resource limits, a missing built test
fixture, and socket failures. All 14 files passed after fixture repair
and isolated retries. UI, CLI, workspace packages, database tests, and
all 145 serialized server files passed.
- Real one-request hiring replay: one hire, one successful run, task
done in 2m16s. No repeated approval or recovery escalation.
- Real two-turn browser conversation: start with an unspecified hire,
then supply a name and friendly robot responsibilities. One
clarification card, one hire, two successful runs, task done in 3m27s of
execution. No failed writes, confirmation cards, or recovery actions.
- Assigned the hired robot a welcome-message task through the browser.
It produced a warm message under 100 words and finished in one
successful 66-second run, with no questions or recovery actions.
- The two-turn flow still asked an optional preferences question and
gave a technical final reply. These are remaining presentation limits.
- Greptile: 5/5 on `b71f83ba2`, with zero unresolved review threads.
Fixed its generator finding and passed 1,655 published-example/runtime
API tests plus server typecheck. All latest-head CI checks are green (32
passed; 2 unrelated Storybook checks skipped). The signoff-policy
browser test initially timed out while waiting for an approver run. Its
shard passed on one rerun without code changes. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34698211049).

## Risks

- Onboarding chiefs receive more default skills. Ordinary general agents
retain existing defaults, and explicit versions take precedence.
- Prompt guidance can affect model behavior. The live replays are
examples, not a guarantee that every model follows the guidance.
- Retry guidance applies only when validation confirms that nothing was
created. Uncertain outcomes still require checking existing agents.
- No database migration or new public endpoint. Existing company
boundaries, approval gates, and bounded recovery remain in force.

## Model Used

OpenAI Codex, model `gpt-6-astra`, with reasoning, tool use, code
editing, and live browser verification. The exact context-window size is
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 12:59:42 -05:00